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
ADA L AND ALBERT M WIBEL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

20-6966139
B Telephone number (see instructions)

(703) 383-5000
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$7,255,314J 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 21,675 21,675  
4 Dividends and interest from securities...... 146,365 146,365  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 528,425
b Gross sales price for all assets on line 6a 5,767,567
7 Capital gain net income (from Part IV, line 2)... 528,425
8 Net short-term capital gain......... 0
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)....... 89 89  
12 Total. Add lines 1 through 11........ 696,554 696,554  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,521 83,521    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 18,732 5,297   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,353 1,353    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,606 90,171 0 0
25 Contributions, gifts, grants paid........ 323,000 323,000
26 Total expenses and disbursements. Add lines 24 and 25 426,606 90,171 0 323,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 269,948
b Net investment income (if negative, enter -0-) 606,383
c Adjusted net income (if negative, enter -0-)... 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............... 2,333 996 996
2 Savings and temporary cash investments.......... 237,418 513,278 513,278
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 959,008    
b Investments—corporate stock (attach schedule)........ 3,540,764 3,433,798 4,112,662
c Investments—corporate bonds (attach schedule)........ 1,387,035 2,352,901 2,388,900
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 166,845 261,470 239,478
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) 6,293,403 6,562,443 7,255,314
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......... 6,293,403 6,562,443
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,293,403 6,562,443
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,293,403 6,562,443
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 6,293,403
2 Enter amount from Part I, line 27a..................... 2 269,948
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 269
4 Add lines 1, 2, and 3.......................... 4 6,563,620
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,177
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,562,443
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 590. ABBVIE INC COMMON   2012-01-25 2013-01-11
b 1558. L'AIR LIQUIDE-UNSPONS ADR COMMON     2013-01-11
c 1460. ARM HOLDINGS PLC -SPONS ADR   2012-01-25 2013-01-11
d 1260. ATLAS COPCO AB SPONS   2012-12-04 2013-01-11
e 610. BANK OF NOVA SCOTIA   2012-11-08 2013-01-11
430. BECTON DICKINSON & CO. COMMON   2012-05-29 2013-01-11
440. BORGWARNER AUTOMOTIVE INC COMMON   2012-05-29 2013-01-11
340. BRITISH AMERICAN TOB COMMON   2012-05-29 2013-01-11
500. CAMDEN PROPERTY TR   2012-12-04 2013-01-11
800. CANON INC COMMON   2012-05-29 2013-01-11
1100. CARMAX INC. COMMON   2012-05-29 2013-01-11
670. DST SYSTEMS INC   2012-01-25 2013-01-11
720. EPR PROPERTIES COMMON   2012-12-04 2013-01-11
1310. FANUC LTD ADR   2011-05-04 2013-01-11
960. FRESENIUS MED CARE   2012-05-29 2013-01-11
1530. GNC ACQUISITION HOLDINGS INC COMMON   2012-12-04 2013-01-11
730. HCP, INC COMMON   2012-12-04 2013-01-11
800. HSBC HLDGS PLC ADR   2012-05-29 2013-01-11
790. HARMAN INTERNATIONAL INDUSTRIES COMMON   2012-05-29 2013-01-11
1100. ICICI BANK LIMITED SPONS ADR   2012-05-29 2013-01-11
4610. IRONWOOD PHARMACEUTICALS, INC. COMMON   2011-10-13 2013-01-11
610. KOHLS CORP COMMON   2012-11-08 2013-01-11
8290. LI & FUNG LIMITED UNSPONS ADR   2012-05-29 2013-01-11
1410. L'OREAL SA ADR   2012-05-29 2013-01-11
1330. LAKELAND FINANCIAL CORP   2012-11-08 2013-01-11
1510. LEUCADIA NATIONAL CORP COMMON   2012-11-08 2013-01-11
370. LINKEDIN CORP COMMON   2012-12-04 2013-01-11
1750. MTN GROUP LTD ADR   2012-12-04 2013-01-11
570. NESTLE SA ADR   2012-01-25 2013-01-11
680. PALO ALTO NETWORKS INC COMMON   2012-12-04 2013-01-11
2190. PING AN INSURANCE GROUP COMPANY OF CHINA   2012-12-04 2013-01-11
630. PRICE GROUP INC FORMERLY AKA PRICE TO ROWE & ASSOC   2012-05-29 2013-01-11
240. PUBLIC STORAGE INC   2012-05-29 2013-01-11
220. SALESFORCE.COM INC COMMON   2012-05-29 2013-01-11
940. SANOFI-AVENTIS SPONSORED ADR   2012-05-29 2013-01-11
250. SIMON PPTY GROUP INC NEW COMMON   2012-01-25 2013-01-11
2090. SUBSEA 7 SA   2012-11-08 2013-01-11
1640. SUPERIOR ENERGY SVCS INC   2012-12-04 2013-01-11
3290. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2012-01-25 2013-01-11
1000. TECK RESOURCES LTD COMMON   2012-11-08 2013-01-11
6890. TURKIYE GARANTI BANKASI A.S.   2012-11-08 2013-01-11
860. UNILEVER N V NY SHS NEW F   2012-12-04 2013-01-11
1800. VALE SA SP PREF ADR   2012-05-29 2013-01-11
690. VIACOM INC NEW CL B   2012-12-04 2013-01-11
4580. XEROX CORPORATION   2012-01-25 2013-01-11
1140. ASPEN INSURANCE HOLDINGS LIMITED   2012-05-29 2013-01-11
440. ACE LTD NEW   2012-05-29 2013-01-11
240. CORE LABORATORIES N V   2012-05-29 2013-01-11
100000. BOEING CAPITAL CORP DTD 7/25/02 5.8% 01/   2007-02-08 2013-01-15
.258 KINDER MORGAN MANAGEMENT LLC   2012-05-29 2013-02-21
330. AGRIUM INC   2013-01-11 2013-02-27
250. ALLERGAN INC   2012-05-29 2013-02-27
110. ALLIANCE DATA SYSTEMS COMMON   2013-01-11 2013-02-27
1190. ARCHER DANIELS MIDLAND COMPANY   2013-01-11 2013-02-27
970. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-01-11 2013-02-27
330. BAXTER INTERNATIONAL INCORPORATED   2012-05-29 2013-02-27
80. BLACKROCK INC COMMON   2012-11-08 2013-02-27
480. COCA-COLA ENTERPRISES INC COMMON   2013-01-11 2013-02-27
330. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2012-05-29 2013-02-27
300. EMERSON ELECTRIC COMPANY   2012-11-08 2013-02-27
370. EUROPEAN AERO DEF & SPACE CO ADR   2013-01-11 2013-02-27
310. FEI COMPANY COMMON   2013-01-11 2013-02-27
940. GENERAL ELECTRIC COMPANY   2012-05-29 2013-02-27
710. GILEAD SCIENCES INC   2012-05-29 2013-02-27
5120. JULIUS BAER GROUP LTD   2013-01-11 2013-02-27
270. MSC INDUSTRIAL DIRECT INC CLASS A COMMON   2013-01-11 2013-02-27
1300. METLIFE COMMON   2013-01-11 2013-02-27
210. MONSANTO CO COMMON   2012-05-29 2013-02-27
440. OMNICOM GROUP INCORPORATED   2012-01-25 2013-02-27
510. PAYCHEX INC   2012-05-29 2013-02-27
720. PFIZER INCORPORATED   2012-01-25 2013-02-27
160. PIONEER NAT RES CO COMMON   2013-01-11 2013-02-27
5060. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-01-11 2013-02-27
1410. QLIK TECHNOLOGIES INC COMMON   2012-12-04 2013-02-27
210. ROCKWELL INTERNATIONAL CORP NEW   2013-01-11 2013-02-27
910. ROGERS COMMUNICATIONS INC INC   2012-05-29 2013-02-27
2720. SAIPEM S.P.A.   2013-01-11 2013-02-27
500. TOLL BROTHERS INC   2013-01-11 2013-02-27
550. UNILEVER PLC-SPONSORED ADR   2012-01-25 2013-02-27
170. UNION PACIFIC CORP   2012-05-29 2013-02-27
300. WPP PLC   2013-01-11 2013-02-27
480. WISCONSIN ENERGY CORPORATION   2013-01-11 2013-02-27
480. XILINX INC   2013-01-11 2013-02-27
500. AMDOCS LTD ORD   2013-01-11 2013-02-27
420. ENDURANCE SPECIALTY HOLDINGS LTD   2013-01-11 2013-02-27
550. TE CONNECTIVITY LTD   2012-11-08 2013-02-27
920. AVAGO TECHNOLOGIES LTD   2013-01-11 2013-02-27
1240. ADECCO SA REG UNSPON ADR   2013-01-11 2013-05-16
340. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2012-05-29 2013-05-16
320. DBS GROUP HLDGS LTD SPONSORED ADR F/K/A DEVELOPMENT BK SINGAPORE   2012-11-08 2013-05-16
840. EXPEDITORS INTERNATIONAL   2012-05-29 2013-05-16
480. GENERAL MILLS, INCORPORATED   2012-11-08 2013-05-16
350. IMPERIAL TOB GROUP PLC   2013-02-27 2013-05-16
410. JOS A. BANK CLOTHIERS INC. COMMON   2013-02-27 2013-05-16
476. KINDER MORGAN MANAGEMENT LLC   2012-05-29 2013-05-16
2830. MARKS & SPENCER GROUP P.L.C.-ADR W-I   2013-01-11 2013-05-16
200. MEDNAX INC COMMON   2013-01-11 2013-05-16
18. NVR INC. COMMON   2013-02-27 2013-05-16
450. NOVARTIS AG   2012-01-25 2013-05-16
440. OIL STATES INTERNATIONAL INC COM   2013-01-11 2013-05-16
550. PAYCHEX INC   2012-05-29 2013-05-16
26. PRICELINE.COM INC COMMON   2012-05-29 2013-05-16
680. QLIK TECHNOLOGIES INC COMMON   2012-12-04 2013-05-16
410. ROCHE HOLDING LTD ADR   2012-11-08 2013-05-16
190. ROCKWELL INTERNATIONAL CORP NEW   2013-01-11 2013-05-16
280. ROCKWOOD HOLDINGS INC COMMON   2013-02-27 2013-05-16
620. SALLY BEAUTY COMPANY INC COMMON   2013-02-27 2013-05-16
6250. SILICONWARE PRECISION ADR   2013-01-11 2013-05-16
820. SINGAPORE TELECOMMUNICATIONS LIMITED   2013-02-27 2013-05-16
380. SOUTHERN COMPANY   2013-02-27 2013-05-16
600. SUNCOR ENERGY, INC   2012-05-29 2013-05-16
280. SYNGENTA AG   2013-02-27 2013-05-16
940. TENNECO AUTOMOTIVE INC COM   2013-01-11 2013-05-16
960. TOTO LTD   2013-01-11 2013-05-16
670. WMS INDUSTRIES INC COMMON   2013-02-27 2013-05-16
390. ENDURANCE SPECIALTY HOLDINGS LTD   2013-01-11 2013-05-16
470. SEAGATE TECHNOLOGY   2013-01-11 2013-05-16
430. TE CONNECTIVITY LTD   2012-11-08 2013-05-16
510. AVAGO TECHNOLOGIES LTD   2013-01-11 2013-05-16
1230. APARTMENT INVESTMENT & MANAGEMENT CO   2013-01-11 2013-05-21
460. AUTODESK, INC. COMMON   2013-02-27 2013-05-21
1100. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-01-11 2013-05-21
920. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-05-16 2013-05-21
280. EQUIFAX INC COMMON   2013-05-16 2013-05-21
2200. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-05-16 2013-05-21
2120. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-01-11 2013-05-21
460. XILINX INC   2013-01-11 2013-05-21
270. SIGNET JEWELERS LTD   2013-05-16 2013-05-21
600. NOBLE CORPORATION   2013-05-16 2013-05-21
.942 KINDER MORGAN MANAGEMENT LLC   2012-05-29 2013-05-24
730. GENERAL ELECTRIC COMPANY   2012-05-29 2013-06-11
760. GENERAL ELECTRIC COMPANY   2013-05-16 2013-06-11
550. INTUIT INC COMMON   2012-11-08 2013-06-11
160. MOHAWK IND INC COMMON   2013-05-21 2013-06-11
150. MOHAWK IND INC COMMON   2013-05-21 2013-06-11
270. MOODY'S CORPORATION   2013-05-16 2013-06-11
480. NETAPP INC   2013-05-21 2013-06-11
120. PORTFOLIO RECOVERY ASSOCIATE   2013-05-21 2013-06-11
1270. TECHNIP-COFLEXIP SA ADR     2013-06-11
100000. US TREASURY NOTE DTD 06/15/2010 1.125% 0   2010-11-02 2013-06-15
210. ALLEGIANT TRAVEL COMPANY COMMON   2013-02-27 2013-06-28
160. ALLERGAN INC   2012-05-29 2013-06-28
70. AMAZON INC COMMON   2012-05-29 2013-06-28
360. AMERISOURCEBERGEN CORP. COMMON   2013-02-27 2013-06-28
680. AUTODESK, INC. COMMON   2013-06-11 2013-06-28
1080. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-06-11 2013-06-28
270. FEI COMPANY COMMON   2013-01-11 2013-06-28
360. GENERAL MILLS, INCORPORATED     2013-06-28
180. M & T BK CORP   2013-01-11 2013-06-28
200. MSC INDUSTRIAL DIRECT INC CLASS A COMMON   2013-01-11 2013-06-28
920. NUANCE COMMUNICATIONS INC COMMON   2013-02-27 2013-06-28
140. PIONEER NAT RES CO COMMON   2013-01-11 2013-06-28
290. ROCHE HOLDING LTD ADR     2013-06-28
10. UNITED PARCEL SERVICES B   2013-06-11 2013-06-28
200. UNITED PARCEL SERVICES B   2013-05-21 2013-06-28
100000. BRISTOL-MYERS SQUIBB DTD 2/15/04 5.25% 0   2006-12-19 2013-08-15
490. ADIDAS AG   2013-02-27 2013-09-18
560. BROADCOM CORP CL A COMMON   2013-02-27 2013-09-18
580. COACH INC   2012-11-08 2013-09-18
12992.155 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD     2013-09-18
430. EMERSON ELECTRIC COMPANY   2012-11-08 2013-09-18
190. ENERGIZER HOLDINGS INC   2013-02-27 2013-09-18
810. JUNIPER NETWORKS INC   2013-01-11 2013-09-18
150. MOHAWK IND INC COMMON   2013-06-28 2013-09-18
1460. NIDEC CORPORATION   2013-05-16 2013-09-18
870. NV ENERGY INC COMMON   2013-02-27 2013-09-18
210. OIL STATES INTERNATIONAL INC COM   2013-06-28 2013-09-18
480. ROYAL DUTCH SHELL PLC ADR CL B   2013-01-11 2013-09-18
2560. SOFTWARE AG   2013-02-27 2013-09-18
1230. TOTO LTD   2013-01-11 2013-09-18
710. VODAFONE GROUP PLC NEW SP ADR   2013-01-11 2013-09-18
590. APARTMENT INVESTMENT & MANAGEMENT CO   2013-06-28 2013-09-23
1450. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-06-11 2013-09-23
360. AXIALL CORP COMMON   2013-05-16 2013-09-23
1000. CALGON CAROBN CORP COMMON   2013-05-16 2013-09-23
240. POLARIS INDUSTRIES INC   2013-05-16 2013-09-23
440. POTASH CORP SASKATCHEWAN   2013-02-27 2013-09-23
530. SEAGATE TECHNOLOGY   2013-01-11 2013-09-23
220. ONYX PHARMACEUTICALS INC COM   2013-02-27 2013-10-07
150000. FEDERAL HOME LOAN MTG CORP DTD 10/17/03   2007-01-25 2013-10-10
3830. INFINEON TECHNOLOGY COMMON   2013-01-11 2013-10-22
.64 CNH INDUSTRIAL NV   2013-02-27 2013-10-24
100. AFFILIATED MANAGERS GROUP INC   2013-09-18 2013-12-06
310. ATWOOD OCEANICS INC   2013-09-18 2013-12-06
420. CAMERON INT'L CORP COM   2013-09-18 2013-12-06
820. CAP GEMINI ADR   2013-01-11 2013-12-06
760. COCA-COLA ENTERPRISES INC COMMON   2013-01-11 2013-12-06
3840. EUTELSAT COMMUNICATIONS   2013-09-18 2013-12-06
1707.381 FORWARD INTERNATIONAL SMALL COMPANIES FD   2009-08-17 2013-12-06
1090. GENERAL ELECTRIC COMPANY     2013-12-06
1490. ICAP PLC   2013-01-11 2013-12-06
2354. ITAU UNIBANCO BANCO MULTIPLO SA   2012-12-04 2013-12-06
540. MSC INDUSTRIAL DIRECT INC CLASS A COMMON   2013-09-23 2013-12-06
1080. MICROSOFT CORPORATION   2012-11-08 2013-12-06
460. QUALCOMM INC COMMON   2012-05-29 2013-12-06
280. SHIRE PHARMACEUTICALS GROUP PLC   2013-05-16 2013-12-06
1940. TOKYO ELECTRON LIMITED   2013-05-16 2013-12-06
1560. VERA BRADLEY, INC. COMMON   2013-09-18 2013-12-06
1454. CNH INDUSTRIAL NV   2013-02-27 2013-12-06
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 19,883   16,853 3,030
b 38,513   32,976 5,537
c 61,612   40,710 20,902
d 35,015   33,050 1,965
e 35,615   32,709 2,906
35,014   31,693 3,321
31,532   33,387 -1,855
34,623   32,344 2,279
34,403   33,245 1,158
30,607   32,823 -2,216
41,178   32,094 9,084
42,384   32,918 9,466
33,018   32,964 54
38,474   36,235 2,239
30,968   32,543 -1,575
55,075   53,594 1,481
33,481   32,869 612
43,661   32,152 11,509
39,278   32,483 6,795
48,893   33,012 15,881
66,708   54,705 12,003
25,708   31,769 -6,061
25,533   32,414 -6,881
39,084   32,501 6,583
34,077   33,352 725
36,435   32,680 3,755
43,667   39,832 3,835
35,472   33,215 2,257
38,350   32,895 5,455
35,917   35,779 138
37,601   32,938 4,663
43,513   36,395 7,118
35,212   32,166 3,046
37,992   31,886 6,106
45,843   32,390 13,453
39,946   33,745 6,201
51,287   45,290 5,997
36,980   32,760 4,220
59,679   46,540 13,139
37,434   33,055 4,379
35,827   35,139 688
32,989   32,975 14
34,847   32,959 1,888
39,905   35,212 4,693
33,273   36,438 -3,165
37,259   32,144 5,115
36,334   32,133 4,201
26,435   32,456 -6,021
100,000   102,748 -2,748
21   18 3
33,471   35,203 -1,732
26,928   22,643 4,285
17,276   17,096 180
37,901   33,637 4,264
16,606   17,941 -1,335
22,149   17,071 5,078
19,135   15,089 4,046
16,814   16,049 765
25,364   20,099 5,265
16,999   14,974 2,025
17,917   16,033 1,884
19,617   18,150 1,467
21,751   18,114 3,637
30,409   18,088 12,321
38,374   39,885 -1,511
22,888   20,688 2,200
45,564   47,067 -1,503
20,957   15,609 5,348
25,053   20,284 4,769
16,888   15,442 1,446
19,599   15,581 4,018
20,116   17,814 2,302
39,670   43,971 -4,301
35,434   32,998 2,436
18,768   18,141 627
42,978   31,906 11,072
36,543   56,250 -19,707
17,396   17,178 218
21,637   17,765 3,872
23,228   19,007 4,221
23,448   22,722 726
19,467   18,242 1,225
17,743   17,165 578
18,000   17,680 320
18,463   17,698 765
21,904   18,614 3,290
31,187   31,559 -372
35,848   34,297 1,551
21,690   20,708 982
17,654   14,467 3,187
32,272   32,683 -411
24,307   18,978 5,329
24,706   25,197 -491
17,880   16,975 905
41,335   32,629 8,706
37,933   34,042 3,891
18,438   16,551 1,887
18,110   18,199 -89
33,893   24,673 9,220
44,606   33,412 11,194
21,153   16,654 4,499
20,845   16,965 3,880
19,665   15,914 3,751
26,198   19,549 6,649
17,031   16,414 617
18,869   17,363 1,506
19,263   17,176 2,087
36,563   33,187 3,376
26,100   23,173 2,927
17,651   17,051 600
19,020   17,144 1,876
23,217   23,628 -411
38,886   33,302 5,584
20,470   14,784 5,686
16,957   16,834 123
19,550   16,433 3,117
19,091   15,588 3,503
19,552   14,553 4,999
17,508   17,495 13
40,974   33,524 7,450
17,240   16,684 556
21,257   20,345 912
17,779   17,967 -188
17,549   17,834 -285
18,275   17,710 565
17,611   18,423 -812
18,059   16,450 1,609
19,338   18,906 432
25,013   24,093 920
82   65 17
17,202   14,067 3,135
17,909   17,693 216
31,787   33,024 -1,237
17,200   18,540 -1,340
16,125   17,381 -1,256
17,198   18,133 -935
18,342   17,582 760
18,310   17,731 579
35,794   34,871 923
100,000   101,789 -1,789
22,149   17,068 5,081
13,648   14,492 -844
19,500   14,961 4,539
20,086   16,880 3,206
23,133   24,172 -1,039
21,173   22,011 -838
20,029   15,808 4,221
17,420   14,333 3,087
20,089   18,525 1,564
15,604   15,324 280
16,946   17,020 -74
20,378   15,587 4,791
17,970   13,970 4,000
869   858 11
17,386   17,813 -427
100,000   100,071 -71
26,668   22,229 4,439
15,324   19,166 -3,842
31,839   31,436 403
96,012   104,372 -8,360
27,864   21,463 6,401
17,960   17,286 674
17,431   16,633 798
19,290   18,195 1,095
28,047   25,171 2,876
20,458   16,974 3,484
21,658   19,547 2,111
32,990   34,361 -1,371
22,003   25,293 -3,290
34,446   18,942 15,504
23,919   18,896 5,023
16,897   17,747 -850
33,929   29,740 4,189
13,680   17,778 -4,098
18,410   17,716 694
29,924   21,770 8,154
14,078   17,195 -3,117
21,767   17,577 4,190
27,500   17,171 10,329
150,659   147,836 2,823
37,495   33,700 3,795
8   7 1
20,204   18,571 1,633
16,234   17,578 -1,344
23,562   24,857 -1,295
26,051   18,840 7,211
32,409   25,411 6,998
27,993   29,518 -1,525
29,025   19,157 9,868
29,299   25,749 3,550
20,472   15,734 4,738
31,567   33,177 -1,610
42,432   43,654 -1,222
41,333   31,320 10,013
33,984   26,800 7,184
37,243   26,473 10,770
25,627   27,102 -1,475
37,078   31,448 5,630
15,331   16,777 -1,446
      26,486
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       3,030
b       5,537
c       20,902
d       1,965
e       2,906
      3,321
      -1,855
      2,279
      1,158
      -2,216
      9,084
      9,466
      54
      2,239
      -1,575
      1,481
      612
      11,509
      6,795
      15,881
      12,003
      -6,061
      -6,881
      6,583
      725
      3,755
      3,835
      2,257
      5,455
      138
      4,663
      7,118
      3,046
      6,106
      13,453
      6,201
      5,997
      4,220
      13,139
      4,379
      688
      14
      1,888
      4,693
      -3,165
      5,115
      4,201
      -6,021
      -2,748
      3
      -1,732
      4,285
      180
      4,264
      -1,335
      5,078
      4,046
      765
      5,265
      2,025
      1,884
      1,467
      3,637
      12,321
      -1,511
      2,200
      -1,503
      5,348
      4,769
      1,446
      4,018
      2,302
      -4,301
      2,436
      627
      11,072
      -19,707
      218
      3,872
      4,221
      726
      1,225
      578
      320
      765
      3,290
      -372
      1,551
      982
      3,187
      -411
      5,329
      -491
      905
      8,706
      3,891
      1,887
      -89
      9,220
      11,194
      4,499
      3,880
      3,751
      6,649
      617
      1,506
      2,087
      3,376
      2,927
      600
      1,876
      -411
      5,584
      5,686
      123
      3,117
      3,503
      4,999
      13
      7,450
      556
      912
      -188
      -285
      565
      -812
      1,609
      432
      920
      17
      3,135
      216
      -1,237
      -1,340
      -1,256
      -935
      760
      579
      923
      -1,789
      5,081
      -844
      4,539
      3,206
      -1,039
      -838
      4,221
      3,087
      1,564
      280
      -74
      4,791
      4,000
      11
      -427
      -71
      4,439
      -3,842
      403
      -8,360
      6,401
      674
      798
      1,095
      2,876
      3,484
      2,111
      -1,371
      -3,290
      15,504
      5,023
      -850
      4,189
      -4,098
      694
      8,154
      -3,117
      4,190
      10,329
      2,823
      3,795
      1
      1,633
      -1,344
      -1,295
      7,211
      6,998
      -1,525
      9,868
      3,550
      4,738
      -1,610
      -1,222
      10,013
      7,184
      10,770
      -1,475
      5,630
      -1,446
       
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 2 528,425
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 168,000 6,474,450 0.025948
2011 356,999 6,746,309 0.052918
2010 336,143 6,502,805 0.051692
2009 224,305 6,047,583 0.03709
2008 286,532 6,827,854 0.041965
2 Total of line 1, column (d) ...................... 2 0.209613
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 0.041923
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,806,374
5 Multiply line 4 by line 3....................... 5 285,344
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,064
7 Add lines 5 and 6......................... 7 291,408
8 Enter qualifying distributions from Part XII, line 4.............. 8 323,000
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 6,064
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 6,064
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 6,064
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 8,248
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,248
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 2,184
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet2,184 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING & TRUST COMPANY Telephone no.bullet (703) 383-5000
    Located atbullet4117 CHAIN BRIDGE RDFAIRFAXVA ZIP+4bullet220304120
    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
     
    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
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    1     		83,521    
    4117 CHAIN BRIDGE RD
    FAIRFAX,VA220304120
    KAREN N CONRAD C0-TRUSTEE
    1     		0    
    PO BOX 37
    GOSHEN,KY40026
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................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
    340,319
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,064
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,064
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    334,255
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    334,255
    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
    334,255
    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 7 334,255
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 108,187
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 323,000
    a Applied to 2012, but not more than line 2a 108,187
    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..... 214,813
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		119,442
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    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).)
    NONE
    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.
    NONE
    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:
    BRANCH BANKING TRUST COMPANY
    6400 ARLINGTON BLVD
    FALLS CHURCH,VA22042
    (703) 241-3168
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORM-FUNDS RESTRICTED TO WASHINGTON METRO AREA TO (1) PROVIDE CARE AND AID, AND DELIVER/REDUCED MEALS, VISITING NURSE ORGANIZATIONS AND PROVIDE ROUTINE OR SPECIAL TRANSPORATION FOR THE ELDERLY
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    (CONTINUED) (2) PROVIDE FOOD, SHELTER, MEDICAL CARE & HOUSING TO DISADVANTAGED CHILDREN, (3) PROVIDE HOSPICE CARE FOR TERMINALLY ILL PATIENTS AND (4) SUPPORT CAREGIVERS ORGANIZATIONS
    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
    INOVA FAIRFAX HOSPITAL
    ATTN MAUREEN ZUTZ RN MHA
    8110 GATEHOUSE ROAD STE 200
    FALLS CHURCH,VA22042     		NONE EXEMPT GENERAL FUNDS 11,000
    ALZHEIMER'S ASSOCIATION
    ATTN SUSAN SANDLER
    SUITE 400
    FAIRFAX,VA22030     		NONE EXEMPT GENERAL FUND 11,000
    SOME INC
    71 O STREET NW
    WASHINGTON,DC20001     		NONE EXEMPT GENERAL FUNDS 12,000
    CARE RING CRISIS LINK
    2503-D N HARRISON ST 114
    ARLINGTON,VA22207     		NONE EXEMPT GENERAL FUND 12,000
    IONA SENIOR SERVICES
    4125 ALBEMARLE ST NW
    WASHINGTON,DC20016     		NONE EXEMPT GENERAL FUNDS 11,000
    DOWNTOWN CLUSTERS GERIATRIC
    926 11TH STREET
    WASHINGTON,DC20001     		NONE EXEMPT GENERAL FUNDS 11,000
    CAPITAL AREA FOOD BANK INC
    645 TAYLOR STREET NE
    WASHINGTON,DC20017     		NONE EXEMPT COMMUNITY 11,000
    EMMAUS SERVICES FOR THE AGING
    1426 9TH ST NW
    WASHINGTON,DC20001     		NONE EXEMPT GENERAL FUND 12,000
    MARY HOUSE INC
    4303 13TH STREET NW
    WASHINGTON,DC20017     		NONE EXEMPT GENERAL FUNDS 11,000
    MANNA FOOD CENTER INC
    9311 GAITHER RD
    GAITHERSBURG,MD20877     		NONE EXEMPT COMMUNITY 12,000
    CALVERT HOSPICE
    PO BOX 838
    PRINCE FREDERICK,MD20678     		NONE EXEMPT GENERAL FUND 11,000
    TOP BANANNA GROCERIES
    14100 BRANDYWINE ROAD
    BRANDYWINE,MD20613     		NONE EXEMPT GENERAL FUNDS 12,000
    OUR DAILY BREAD INC
    4080 CHAIN BRIDGE RD
    FAIRFAX,VA22030     		NONE EXEMPT GENERAL FUNDS 11,000
    HORTON'S KIDS
    ATTN BRENDA CHAMBERLAIN
    SUITE 207
    WASHINGTON,DC20002     		NONE EXEMPT GENERAL 11,000
    BROOKLAND SENIOR DAYCARE CENTER
    4406 GEORGIA AVENUE
    WASHINGTON,DC20011     		NONE EXEMPT GENERAL 12,000
    PARTNERS IN CARE INC
    908 RITCHIE HIGHWAY
    PASADENA,MD21122     		NONE EXEMPT COMMUNITY 12,000
    ARTS FOR THE AGING
    ATTN JANINE TURSINI
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		NONE EXEMPT GENERAL 11,000
    HEBREW HOME OF GREATER
    WASHINGTON
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE EXEMPT GENERAL 12,000
    THE WASHINGTON HOME & COMMUNITY
    HOSPICES
    3720 UPTON ST NW
    WASHINGTON,DC20016     		NONE EXEMPT GENERAL FUND 12,000
    STODDART BAPTIST NURSING HOME
    ATTN KEISHA CLARKE
    1818 NEWTON STREET NW
    WASHINGTON,DC20010     		NONE EXEMPT GENERAL FUNDS 11,000
    NORTHERN VA FAMILY SVC
    10455 WHITE GRANITE DR
    OAKTON,VA22124     		NONE EXEMPT COMMUNITY 11,000
    FALLS CHURCH MCLEAN CHILDRENS
    CENTER
    7230 IDYLWOOD ROAD
    FALLS CHURCH,VA22043     		NONE EXEMPT GENERAL 12,000
    INOVA VNA HOME CARE INC
    8110 GATEHOUSE RD STE 400W
    FALLS CHURCH,VA22042     		NONE EXEMPT GENERAL FUNDS 12,000
    ARLINGTON-ALEXANDRIA COALITION
    FOR THE HOMELESS
    3103 9TH ROAD
    NORTH ARLINGTON,VA22201     		NONE EXEMPT GENERAL 11,000
    CARPENTER'S SHELTER INC
    930 NORTH HENRY STREET
    ALEXANDRIA,VA22314     		NONE EXEMPT GENERAL FUND 12,000
    THE CHILD & FAMILY NETWORK
    CENTERS
    3701-A MT VERNON AVE
    ALEXANDRIA,VA22305     		NONE EXEMPT GENERAL FUND 12,000
    HOMESTRETCH HOUSING
    370 SOUTH WASHINGTON STREET
    FALLS CHURCH,VA22046     		NONE EXEMPT GENERAL FUNDS 12,000
    CAPITAL HOSPICE
    9300 LEE HIGHWAY
    FAIRFAX,VA22031     		NONE EXEMPT GENERAL FUNDS 12,000
    Total .................................bullet 3a 323,000
    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 21,675  
    4 Dividends and interest from securities....     14 146,365  
    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 .............     		    18 528,425  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE     14 89  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   696,554  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13696,554
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 OtherDecreasesSchedule
    Name:
    ADA L AND ALBERT M WIBEL FOUNDATION
    EIN: 20-6966139
    Description Amount
    ACCRUED INTEREST PAID CURRENT YEAR 365
    WASH SALES ADJUSTMENT 812


    TY 2013 OtherIncreasesSchedule
    Name:
    ADA L AND ALBERT M WIBEL FOUNDATION
    EIN: 20-6966139
    Description Amount
    ACCRUED INTEREST PAID PRIOR YEAR 262
    ROUNDING 7