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
CHRISTMAN ANNE KILCAWLEY FDN 450033014
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

35-6735706
B Telephone number (see instructions)

(330) 743-7000
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$48,473,766J 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 109 109  
4 Dividends and interest from securities...... 1,303,337 1,303,337  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,097,602
b Gross sales price for all assets on line 6a 32,557,708
7 Capital gain net income (from Part IV, line 2)... 2,097,602
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).......      
12 Total. Add lines 1 through 11........ 3,401,048 3,401,048  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 295,679 206,975   88,704
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)....... Click to see attachment 2,560 640 0 1,920
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 19,159 3,159   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)....... Click to see attachment 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 317,598 210,774 0 90,824
25 Contributions, gifts, grants paid........ 2,079,840 2,079,840
26 Total expenses and disbursements. Add lines 24 and 25 2,397,438 210,774 0 2,170,664
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,003,610
b Net investment income (if negative, enter -0-) 3,190,274
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 Savings and temporary cash investments.......... 408,342 1,562,750 1,562,750
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) 3,719,999 Click to see attachment3,167,745 3,153,720
b Investments—corporate stock (attach schedule)........ 15,997,107 Click to see attachment15,078,455 26,066,322
c Investments—corporate bonds (attach schedule)........ 6,076,430 Click to see attachment5,991,616 6,021,567
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,363,792 Click to see attachment11,768,485 11,669,407
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) 36,565,670 37,569,051 48,473,766
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......... 36,565,670 37,569,051
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).................... 36,565,670 37,569,051
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 36,565,670 37,569,051
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 36,565,670
2 Enter amount from Part I, line 27a..................... 2 1,003,610
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 37,569,280
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 229
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 37,569,051
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 272000. AT&T INC 1.400% 12/01/17   2012-12-06 2013-05-07
b 8000. ABBVIE INC   2009-05-19 2013-11-21
c 237000. APACHE CORP 2.625% 01/15/23   2012-11-28 2013-07-24
d 500. APPLE COMPUTER INC   2011-02-11 2013-06-14
e 25000. AQUA AMERICA INC   2009-08-03 2013-01-02
259000. BP CAPITAL MARKETS PLC 1.375% 05/10/18   2013-05-07 2013-09-10
436000. BP CAPITAL MARKETS PLC 2.241% 09/26/18   2013-09-23 2013-12-11
167000. BANK OF AMERICA CORP 1.500% 10/09/15   2012-10-04 2013-03-19
107000. BANK OF AMERICA CORP 1.500% 10/09/15   2012-10-04 2013-11-18
176000. BANK OF AMERICA CORP 2.000% 01/11/18   2013-03-19 2013-09-23
55000. BANK OF AMERICA CORP 2.600% 01/15/19   2013-10-17 2013-10-22
331000. BANK OF NEW YORK MELLON 2.100% 08/01/18   2013-07-25 2013-08-30
279000. BANK OF NOVA SCOTIA 1.375% 12/18/17   2012-12-11 2013-01-07
103000. BANK OF NOVA SCOTIA 2.050% 10/30/18   2013-10-24 2013-12-12
66000. BERKSHIRE HATHAWAY FINANCE CORP 2.000% 08/15/18   2013-08-06 2013-11-20
69000. BERKSHIRE HATHAWAY FINANCE CORP 2.000% 08/15/18   2013-08-06 2013-11-21
117000. BERKSHIRE HATHAWAY INC 1.550% 02/09/18   2013-01-29 2013-02-26
96000. BURLINGTON NORTHERN SANTA FE CORP 3.050% 09/01/22   2012-09-20 2013-03-05
198000. BURLINGTON NORTHERN SANTA FE CORP 3.000% 03/15/23   2013-03-05 2013-05-31
128000. BURLINGTON NORTHERN SANTA FE 3.850% 09/01/23   2013-08-13 2013-09-10
83000. CVS CAREMARK CORP 2.250% 12/05/18   2013-12-02 2013-12-11
1980. CHEVRONTEXACO CORP   2003-09-23 2013-08-05
57000. CHEVRON CORP 1.104% 12/05/17   2012-11-28 2013-01-07
56000. CHEVRON CORP 2.427% 06/24/20   2013-06-17 2013-06-27
63000. CITIGROUP INC 5.875% 01/30/42   2012-09-17 2013-09-10
111000. CITIGROUP INC 3.375% 03/01/23   2013-02-14 2013-10-03
108000. CITIGROUP INC 2.500% 09/26/18   2013-09-19 2013-10-22
231000. COCA COLA CO 1.150% 04/01/18   2013-02-28 2013-05-28
288000. DOMINION RESOURCES INC 1.400% 09/15/17   2012-09-10 2013-02-07
298000. EMC CORP 1.875% 06/01/18   2013-06-03 2013-09-24
7345. FEDERATED MORTGAGE STRATEGY   2012-09-18 2013-07-15
33220. FEDERATED MORTGAGE STRATEGY   2012-09-18 2013-07-31
30000. FRONTIER COMMUNICATIONS CORP   2011-02-11 2013-07-01
276000. GENERAL ELECTRIC CAPITAL CORP 3.100% 01/09/23   2013-01-03 2013-10-16
253000. GENERAL ELECTRIC CAPITAL CORP 1.625% 04/02/18   2013-03-25 2013-04-19
249000. GENERAL ELECTRIC CAPITAL CORP 1.500% 07/12/16   2013-07-09 2013-10-17
8895. GLAXOSMITHKLINE PLC   2012-03-16 2013-07-11
139000. GLAXOSMITHKLINE CAP INC 2.800% 03/18/23   2013-03-13 2013-04-04
144000. GOLDMAN SACHS GROUP INC 3.625% 02/07/16   2012-09-21 2013-07-16
165000. GOLDMAN SACHS GROUP INC 2.900% 07/19/18   2013-07-16 2013-09-10
13000. HEWLETT PACKARD CO COM   2004-06-29 2013-07-01
95000. HEWLETT PACKARD CO 2.625% 12/09/14   2012-10-03 2013-03-14
139000. INTEL CORP 1.350% 12/15/17   2012-12-04 2013-02-11
1650. INTERNATIONAL BUSINESS MACHINES   2009-04-23 2013-06-14
22200. ISHARES MSCI EMERGING MARKETS ETF   2011-02-11 2013-06-17
5549. ISHARES MSCI EAFE ETF   2011-02-11 2013-08-15
11000. ISHARES MSCI EAFE ETF   2011-02-11 2013-12-04
8000. ISHARES S&P MIDCAP 400   2010-04-13 2013-08-08
14086. ISHARES S&P SMALLCAP 600 INDEX FUND   2011-02-11 2013-12-16
167000. JPMORGAN CHASE & CO 1.100% 10/15/15   2012-10-15 2013-05-16
79000. JPMORGAN CHASE & CO 3.250% 09/23/22   2012-09-19 2013-01-17
81000. JPMORGAN CHASE & CO 1.800% 01/25/18   2013-01-23 2013-05-08
80000. JPMORGAN CHASE & CO 3.200% 01/25/23   2013-01-18 2013-09-23
255000. JPMORGAN CHASE & CO 1.625% 05/15/18   2013-05-16 2013-10-22
75000. JPMORGAN CHASE & CO 2.000% 08/15/17   2012-08-13 2013-01-23
82000. KINDER MORGAN ENERGY PARTNER LP 3.500% 09/01/23   2013-02-21 2013-07-22
4400. LAUDER ESTEE COS INC   2010-04-08 2013-07-01
48000. MERCK & CO INC 1.300% 05/18/18   2013-05-15 2013-05-28
189000. METLIFE INC 6.750% 06/01/16   2011-04-06 2013-07-25
148000. MORGAN STANLEY 2.125% 04/25/18   2013-04-22 2013-09-23
66000. MORGAN STANLEY 3.750% 02/25/23   2013-02-20 2013-04-22
192000. ORACLE CORP 1.200% 10/15/17   2012-10-18 2013-01-07
124000. PRUDENTIAL FINANCIAL INC 2.300% 08/15/18   2013-08-12 2013-10-02
341000. ROYAL BANK OF CANADA 2.200% 07/27/18   2013-07-24 2013-09-05
346000. ROYAL BANK OF CANADA 1.500% 01/16/18   2013-01-07 2013-02-26
169000. ROYAL BANK OF CANADA 1.450% 09/09/16   2013-09-04 2013-09-30
81000. SANOFI 1.250% 04/10/18   2013-04-03 2013-04-16
50000. CHARLES SCHWAB CORP 2.200% 07/25/18   2013-07-22 2013-09-05
175000. SHELL INTERNATIONAL 2.250% 01/06/23   2012-11-29 2013-03-13
188000. SHELL INTERNATIONAL FIN 1.900% 08/10/18   2013-08-07 2013-08-30
36000. STATOIL ASA 1.950% 11/08/18   2013-11-06 2013-11-26
64000. STATOIL ASA 1.950% 11/08/18   2013-11-06 2013-12-12
532000. TORONTO-DOMINION BANK 2.625% 09/10/18   2013-09-05 2013-09-25
150000. TOTAL CAPITAL CANADA LTD 1.450% 01/15/18   2013-01-10 2013-02-26
96000. TOTAL CAPITAL INTL SA 2.700% 01/25/23   2012-09-18 2013-02-21
245000. TOYOTA MOTOR CREDIT CORP 1.375% 01/10/18   2013-01-07 2013-02-07
272000. TOYOTA MOTOR CREDIT CORP 1.375% 01/10/18   2013-01-07 2013-02-26
335000. TOYOTA MOTOR CREDIT CORP 2.000% 10/24/18   2013-10-21 2013-11-27
11000. U.S. TREASURY BOND 4.500% 05/15/38   2012-10-31 2013-02-25
321000. U.S. TREASURY BOND 4.500% 05/15/38   2012-10-31 2013-02-25
130000. U.S. TREASURY BOND 2.750% 08/15/42   2012-10-12 2013-01-04
33000. U.S. TREASURY BOND 2.750% 08/15/42   2012-10-12 2013-01-11
61000. U.S. TREASURY BOND 2.750% 08/15/42   2012-10-12 2013-01-30
1000. U.S. TREASURY NOTE 2.125% 12/31/15   2012-09-18 2013-02-14
63000. U.S. TREASURY NOTE 2.125% 12/31/15   2012-09-18 2013-07-26
381000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-09-12
111000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-09-19
128000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-09-24
159000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-10-02 2013-10-08
588000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-10-16 2013-10-22
254000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-24 2013-10-25
63000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-10-29
95000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-11-06
227000. U.S. TREASURY NOTE 1.500% 08/31/18   2013-09-11 2013-11-20
317000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-01-04
127000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-01-11
63000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-02-20
96000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-03-05
15000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-03-19
95000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-05-30
464000. U.S. TREASURY NOTE 0.125% 12/31/13   2012-11-19 2013-06-05
285000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-05-16 2013-06-05
1064000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-06-21 2013-06-25
175000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-03-14 2013-07-01
17000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-07-23 2013-07-25
63000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-07-26 2013-07-29
159000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-07-31 2013-09-05
142000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-07-31 2013-09-06
286000. U.S. TREASURY NOTE 0.250% 03/31/14   2013-07-31 2013-09-11
143000. U.S. TREASURY NOTE 0.250% 03/31/14   2012-11-27 2013-10-16
429000. U.S. TREASURY NOTE 0.750% 10/31/17   2012-12-13 2013-01-08
48000. U.S. TREASURY NOTE 0.750% 10/31/17   2012-11-06 2013-01-30
97000. U.S. TREASURY NOTE 0.750% 10/31/17   2012-11-06 2013-02-08
222000. U.S. TREASURY NOTE 0.750% 12/31/17   2013-02-26 2013-02-28
162000. U.S. TREASURY NOTE 0.750% 12/31/17   2013-02-26 2013-03-25
223000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-07 2013-02-11
158000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-07 2013-02-15
95000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-26 2013-03-25
80000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-25 2013-04-03
508000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-26 2013-04-04
261000. U.S. TREASURY NOTE 0.875% 01/31/18   2013-02-25 2013-04-16
49000. U.S. TREASURY NOTE 2.000% 02/15/23   2013-05-01 2013-05-16
142000. U.S. TREASURY NOTE 0.750% 03/31/18   2013-04-19 2013-04-22
95000. U.S. TREASURY NOTE 0.750% 03/31/18   2013-04-19 2013-05-08
304000. U.S. TREASURY NOTE 0.750% 03/31/18   2013-05-28 2013-06-04
334000. U.S. TREASURY NOTE 0.625% 04/30/18   2013-06-27 2013-07-08
509000. U.S. TREASURY NOTE 0.625% 04/30/18   2013-06-25 2013-07-09
325000. U.S. TREASURY NOTE 0.625% 04/30/18   2013-06-25 2013-07-25
80000. U.S. TREASURY NOTE 1.750% 05/15/23   2013-05-31 2013-06-18
115000. U.S. TREASURY NOTE 1.750% 05/15/23   2013-05-31 2013-06-21
160000. U.S. TREASURY NOTE 1.750% 05/15/23   2013-07-24 2013-07-26
78000. U.S. TREASURY NOTE 1.750% 05/15/23   2013-07-24 2013-07-29
79000. U.S. TREASURY NOTE 1.000% 05/31/18   2013-06-05 2013-06-17
54000. U.S. TREASURY NOTE 1.000% 05/31/18   2013-06-05 2013-06-18
613000. U.S. TREASURY NOTE 1.000% 05/31/18   2013-06-05 2013-06-21
126000. U.S. TREASURY NOTE 1.375% 07/31/18   2013-08-07 2013-08-12
206000. U.S. TREASURY NOTE 1.375% 07/31/18   2013-08-30 2013-09-12
47000. U.S. TREASURY NOTE 2.500% 08/15/23   2013-10-03 2013-10-18
327000. U.S. TREASURY NOTE 2.500% 08/15/23   2013-10-03 2013-10-25
128000. U.S. TREASURY NOTE 0.875% 09/15/16   2013-10-17 2013-11-07
63000. U.S. TREASURY NOTE 0.875% 09/15/16   2013-10-17 2013-11-18
48000. U.S. TREASURY NOTE 0.875% 09/15/16   2013-10-17 2013-11-27
175000. U.S. TREASURY NOTE 1.250% 10/31/18   2013-11-06 2013-11-20
79000. U.S. TREASURY NOTE 1.250% 10/31/18   2013-11-27 2013-12-03
140000. VERZION COMMUNICATIONS 2.450% 11/01/22   2012-11-02 2013-08-13
366000. VODAFONE GROUP PLC 1.500% 02/19/18   2013-02-11 2013-08-06
186000. WAL MART STORES 4.000% 04/11/43   2013-04-04 2013-04-30
262000. WELLS FARGO & CO 1.500% 01/16/18   2012-12-18 2013-02-25
343000. WELLS FARGO & CO 1.500% 01/16/18   2013-04-16 2013-08-07
251000. WELLS FARGO & CO 2.150% 01/15/19   2013-10-21 2013-11-06
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 273,235   271,986 1,249
b 386,247   200,640 185,607
c 222,171   235,742 -13,571
d 216,906   178,110 38,796
e 648,705   442,350 206,355
247,695   258,277 -10,582
441,136   436,000 5,136
168,152   166,917 1,235
108,015   106,947 1,068
173,144   176,030 -2,886
55,395   54,991 404
330,262   331,000 -738
278,364   278,690 -326
102,516   102,927 -411
66,774   65,881 893
69,656   68,876 780
118,929   116,837 2,092
97,511   98,723 -1,212
195,182   198,000 -2,818
124,979   127,566 -2,587
83,691   82,906 785
245,294   75,189 170,105
57,211   57,000 211
55,964   56,000 -36
68,058   76,845 -8,787
106,576   110,737 -4,161
108,893   107,527 1,366
229,048   230,501 -1,453
287,770   287,749 21
296,725   297,830 -1,105
72,716   75,804 -3,088
329,542   342,848 -13,306
118,930   278,148 -159,218
260,878   275,481 -14,603
254,042   252,264 1,778
251,415   248,920 2,495
466,499   403,385 63,114
141,274   137,599 3,675
150,821   151,780 -959
163,352   164,863 -1,511
323,013   286,390 36,623
97,277   97,853 -576
139,006   138,853 153
337,153   168,714 168,439
882,561   910,010 -27,449
338,816   390,765 -51,949
713,388   575,426 137,962
988,063   521,814 466,249
1,489,639   774,806 714,833
167,564   166,932 632
79,823   78,520 1,303
81,925   81,011 914
75,179   79,958 -4,779
250,242   254,429 -4,187
76,004   74,866 1,138
79,608   81,779 -2,171
291,688   141,064 150,624
47,786   47,889 -103
217,694   217,968 -274
144,330   147,895 -3,565
68,373   65,760 2,613
192,488   191,668 820
125,292   123,855 1,437
335,844   341,000 -5,156
348,668   345,568 3,100
170,585   168,792 1,793
81,105   80,644 461
49,243   49,986 -743
168,648   173,233 -4,585
186,936   187,876 -940
36,305   35,949 356
63,997   63,909 88
543,465   531,037 12,428
151,307   149,856 1,451
95,842   95,796 46
245,510   244,610 900
273,442   271,568 1,874
337,526   334,920 2,606
14,131   14,620 -489
410,893   426,629 -15,736
120,270   127,816 -7,546
31,035   32,446 -1,411
55,820   59,975 -4,155
1,049   1,057 -8
65,572   66,563 -991
377,130   379,030 -1,900
111,061   109,903 1,158
128,390   126,735 1,655
159,733   160,050 -317
592,915   590,492 2,423
256,887   254,432 2,455
63,768   62,377 1,391
95,976   94,061 1,915
228,933   224,757 4,176
316,864   316,715 149
126,955   126,886 69
62,978   62,943 35
95,970   95,914 56
14,998   14,987 11
95,011   94,915 96
464,036   463,583 453
285,245   285,275 -30
1,064,748   1,064,883 -135
175,150   175,097 53
17,016   17,017 -1
63,054   63,062 -8
159,149   159,155 -6
142,128   142,139 -11
286,268   286,113 155
143,061   143,006 55
428,916   429,885 -969
47,783   47,993 -210
96,841   96,985 -144
222,208   222,139 69
161,968   162,101 -133
223,235   223,549 -314
158,049   158,389 -340
95,445   95,542 -97
80,684   80,425 259
513,080   510,861 2,219
263,518   261,882 1,636
49,746   50,623 -877
142,399   142,288 111
95,100   95,193 -93
300,319   301,133 -814
320,549   321,257 -708
489,298   489,097 201
313,752   312,292 1,460
76,869   77,056 -187
107,121   110,768 -3,647
148,881   148,481 400
72,254   72,385 -131
78,966   78,957 9
53,783   53,970 -187
600,644   612,665 -12,021
125,926   126,034 -108
202,950   204,277 -1,327
46,706   46,565 141
326,719   322,551 4,168
129,295   129,065 230
63,657   63,524 133
48,506   48,399 107
173,899   174,255 -356
78,534   78,723 -189
124,277   139,853 -15,576
354,647   364,316 -9,669
192,251   185,355 6,896
262,713   261,528 1,185
336,082   343,827 -7,745
252,451   250,450 2,001
      102,485
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       1,249
b       185,607
c       -13,571
d       38,796
e       206,355
      -10,582
      5,136
      1,235
      1,068
      -2,886
      404
      -738
      -326
      -411
      893
      780
      2,092
      -1,212
      -2,818
      -2,587
      785
      170,105
      211
      -36
      -8,787
      -4,161
      1,366
      -1,453
      21
      -1,105
      -3,088
      -13,306
      -159,218
      -14,603
      1,778
      2,495
      63,114
      3,675
      -959
      -1,511
      36,623
      -576
      153
      168,439
      -27,449
      -51,949
      137,962
      466,249
      714,833
      632
      1,303
      914
      -4,779
      -4,187
      1,138
      -2,171
      150,624
      -103
      -274
      -3,565
      2,613
      820
      1,437
      -5,156
      3,100
      1,793
      461
      -743
      -4,585
      -940
      356
      88
      12,428
      1,451
      46
      900
      1,874
      2,606
      -489
      -15,736
      -7,546
      -1,411
      -4,155
      -8
      -991
      -1,900
      1,158
      1,655
      -317
      2,423
      2,455
      1,391
      1,915
      4,176
      149
      69
      35
      56
      11
      96
      453
      -30
      -135
      53
      -1
      -8
      -6
      -11
      155
      55
      -969
      -210
      -144
      69
      -133
      -314
      -340
      -97
      259
      2,219
      1,636
      -877
      111
      -93
      -814
      -708
      201
      1,460
      -187
      -3,647
      400
      -131
      9
      -187
      -12,021
      -108
      -1,327
      141
      4,168
      230
      133
      107
      -356
      -189
      -15,576
      -9,669
      6,896
      1,185
      -7,745
      2,001
       
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 2,097,602
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 2,997,425 43,690,699 0.068606
2011 1,870,603 43,039,230 0.043463
2010 1,778,529 39,114,599 0.04547
2009 1,553,558 36,394,455 0.042687
2008 1,091,469 29,116,659 0.037486
2 Total of line 1, column (d) ...................... 2 0.237712
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 0.047542
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 46,236,883
5 Multiply line 4 by line 3....................... 5 2,198,194
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 31,903
7 Add lines 5 and 6......................... 7 2,230,097
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,170,664
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 63,805
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 63,805
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 63,805
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 26,624
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 26,624
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 37,181
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 taxBullet0 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)
    bulletOH
    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 addressbulletNONE
    14
    The books are in care ofbulletFARMERS TRUST COMPANY Telephone no.bullet (330) 743-7000
    Located atbullet42 MCCLURG ROADYOUNGSTOWNOH ZIP+4bullet44512
    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
    FARMERS TRUST COMPANY CO-TRUSTEE
    2     		234,738    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    HERBERT H PRIDHAM CO-TRUSTEE
    1     		60,941    
    4000 MASSILLON ROAD UNIT C15
    UNIONTOWN,OH44685
    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
    2,311,844
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    63,805
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    63,805
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,248,039
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,248,039
    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
    2,248,039
    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 2,248,039
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    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....... 506,240
    fTotal of lines 3a through e......... 506,240
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,170,664
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 2,170,664
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 77,375 77,375
    (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 5 428,865
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		428,865
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 428,865
    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).)
    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 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
    LAKE ERIE COLLEGE
    391 WEST WASHINGTON ST
    PAINESVILLE,OH44077     		N/A COLLEGE PUBLIC SUPPORT 297,120
    BUTLER INSTITUTE OF ART
    524 WICK AVE
    YOUNGSTOWN,OH44502     		N/A MUSEUM PUBLIC SUPPORT 297,120
    MAHONING VALLEY HISTORICAL SOCIETY
    648 WICK AVENUE
    YOUNGSTOWN,OH44502     		N/A EDUCATION PUBLIC SUPPORT 297,120
    FIRST PRESBYTERIAN CHURCH - CANFIELD
    140 WEST MAIN STREET
    CANFIELD,OH44406     		N/A RELIGIOUS PUBLIC SUPPORT 297,120
    HOSPICE OF YOUNGSTOWN
    5190 MARKET STREET
    YOUNGSTOWN,OH44512     		N/A CHARITY PUBLIC SUPPORT 297,120
    PARK VISTA RETIREMENT COMMUNITY
    1216 FIFTH AVENUE
    YOUNGSTOWN,OH44504     		N/A CHARITY PUBLIC SUPPORT 297,120
    HENRY H STAMBAUGH AUDITORIUM
    1000 FIFTH AVENUE
    YOUNGSTOWN,OH445041603     		N/A CHARITY PUBLIC SUPPORT 297,120
    Total .................................bullet 3a 2,079,840
    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 ............     		    14 109  
    4 Dividends and interest from securities....     14 1,303,332  
    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 2,097,607  
    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)..   3,401,048  
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,401,048
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,560 640   1,920

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Name of Bond End of Year Book Value End of Year Fair Market Value
    133,000 APPLE INC 3.850% 132,226 111,111
    481,000 AT&T 2.375% 11/27/18 481,000 481,414
    184,000 BK OF AMERICA 1.350% 183,952 183,925
    295,000 CA ST GEN PURP 7.550 427,302 381,574
    211,000 BK OF MONTREAL 2.375 210,941 210,388
    159,000 MORGAN STANLEY 5.500 159,139 177,676
    74,000 ALTRIA GR 4.000% 73,540 72,328
    207,000 CITIGROUP INC 5.375% 214,818 235,491
    127,000 CITIGROUP 1.300% 126,873 126,557
    159,000 DIEGO CAP 7.375%    
    223,000 GOLDMAN SACHS 6.000% 238,300 255,687
    172,000 JPMORGAN CHASE 4.40% 167,927 184,893
    172,000 CITIGROUP 1.250% 171,565 172,571
    283,000 MERRILL LYNCH 6.875% 316,517 334,611
    189,000 METLIFE 6.750% 6/16    
    159,000 MORGAN STANLEY 5.50%    
    159,000 DIAGEO CAP PLC 7.375 181,868 159,386
    142,000 KINDER MORGAN 2.650% 141,798 140,425
    487,000 BK NOVA SCOTIA 2.050 486,654 482,427
    156,000 BERSHIRE HATHWAY 2.9 155,696 154,704
    369,000 VERIZON 6.550% 382,609 431,715
    77,000 RIO TINTO FIN 2.250% 76,296 76,620
    206,000 SEMPRA ENERGY 2.000% 209,582 206,637
    235,000 ORACLE CORP 2.375% 234,182 237,103
    272,000 AT&T 1.400% 12/1/17    
    238,000 AMER INTL GR 3.00% 245,721 244,445
    237,000 APACHE CORP 2.625%    
    274,000 BANK OF AMERICA 1.50    
    279,000 BANK NOVA SCO 1.375%    
    96,000 BUR NO SNTA FE 3.05%    
    57,000 CHEVRON CORP 1.104%    
    63,000 CITIGROUP 5.875%    
    288,000 DOMINION 1.400%    
    159,000 GOLDMAN SACHS 6.250% 185,415 183,232
    144,000 GOLDMAN SACHS 3.625%    
    95,000 HEWLTT PCKRD 2.625%    
    139,000 INTEL CORP 1.350%    
    167,000 JPMORGAN CHASE 1.10%    
    79,000 JPMORGAN CHASE 3.25%    
    75,000 JPMORGAN CHASE 2.00%    
    207,000 MORGAN STANLEY 4.75% 223,158 225,903
    192,000 ORACLE CORP 1.200%    
    415,000 PETROBAS INT 3.500% 433,260 418,797
    132,000 RIO TINTO 1.625% 131,277 131,947
    206,000 SEMPRA ENGY 2.000%    
    175,000 SHELL INT 2.250%    
    96,000 TOTAL CAP INTL 2.70%    
    140,000 VERIZON 2.450%    
    262,000 WELLS FARGO 1.500%    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,020 SHS CHEVRON CORP 145,969 502,138
    7,000 SHS MCDONALDS CORP 356,493 679,210
    13,000 SHS HEWLETT PACKARD CO    
    8,000 SHS JOHNSON & JOHNSON 400,745 732,720
    8,000 SHS ABBOTT LABS 185,021 306,640
    20,000 SHS AT&T INC 672,500 703,200
    8,400 SHS CONOCOPHILLIPS 246,621 593,460
    15,000 SHS DUPONT DE NEMOURS 446,064 974,550
    40,000 SHS GENERAL ELEC 741,280 1,121,200
    8,000 SHS PROCTOR & GAMBLE 436,099 651,280
    3,350 SHS IBM 342,540 628,360
    15,000 SHS DOMINION RESOURCES 539,249 970,350
    10,250 SHS CAMPBELL SOUP CO 377,713 443,620
    6,000 SHS EXXON MOBIL CORP 440,141 607,200
    8,000 SHS UNITED TECHNOLOGIES 461,802 910,400
    30,000 SHS PFIZER INC 489,606 918,900
    20,000 SHS ALTRIA GROUP INC 339,000 767,800
    25,000 SHS AQUA AMERICA INC    
    8,135 SHS AUTOMATIC DATA PROC 556,980 657,300
    20,000 SHS COCA COLA CO 488,793 826,200
    10,000 SHS HOME DEPOT INC 250,000 823,400
    10,000 SHS HONEYWELL INT'L INC 241,822 913,700
    3,890 SHS HELMERICH & PAYNE 308,186 327,071
    12,000 SHS PHILIP MORRIS INT'L 500,137 1,045,560
    12,000 SHS SMUCKER J M CO NEW 415,484 1,243,440
    15,000 SHS VERIZON COMM 436,844 737,100
    1,500 SHS APPLE COMPUTER 360,435 841,530
    5,000 SHS BERKSHIRE HATHAWAY 398,440 592,800
    30,000 SHS FRONTIER COMMUN    
    7,800 SHS HERSHEY COMPANY 370,803 758,394
    5,000 SHS LAUDER ESTEE COS 160,300 376,600
    15,000 SHS MICROSOFT 448,823 561,150
    10,000 SHS NEXTERA ENERGY 551,759 856,200
    4,500 SHS PARKER-HANNIFIN 303,941 578,880
    2,500 SHS CITIGROUP NEW 121,750 130,275
    3,600 SHS ILLINOIS TOOLWORKS 202,391 302,688
    5,000 SHS NORFOLK & SOUTHERN 320,165 464,150
    3,200 SHS PNC FINL SVS GROUP 202,351 248,256
    15,000 SHS PEPCO HOLDINGS 283,494 286,950
    8,895 SHS GLAXOSMITHKLINE PLC    
    6,200 SHS NIKE INC CL B 345,218 487,568
    4,200 SHS PHILLIPS 66 73,283 323,946
    2,950 SHS PRAXAIR INC 343,950 383,589
    2,450 SHS SIMON PROPERTY GRP 382,092 372,792
    4,500 SHS WELLPOINT INC 390,171 415,755

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    US Government Securities - End of Year Book Value:

    3,167,745
    US Government Securities - End of Year Fair Market Value:

    3,153,720
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAPITAL CR EQUITY AGLAND CO-OP AT COST 6,303 6,303
    10,890 SPDR S&P REGIONAL BK AT COST 399,527 442,243
    162,122 FED CORP BD STRAT AT COST 1,834,511 1,734,705
    127,087 FED HIGH YIELD STRAT AT COST 1,790,808 1,769,051
    37,587 FED INTL BOND STRAT AT COST 616,051 538,998
    341,338 FED MORTGAGE STRAT AT COST 3,522,785 3,348,526
    22,200 ISHARES MSCI EMG MKTS      
    16,549 ISHARES MSCI EAFE IND      
    8,000 ISHARES S&P MIDCP 400      
    14,086 ISHARES S&P SMCAP 600      
    63,355.297 GOLDMAN SACHS SM/M AT COST 1,250,000 1,308,920
    27,103.575 JPMORGAN SM CAP AT COST 1,478,500 1,500,183
    27,162.036 OPPENHEIMER DEV MK AT COST 870,000 1,020,478

    TY 2013 OtherDecreasesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Description Amount
    ROUNDING 4
    ADJUST COST BASIS-CAPITAL CREDITS EQUITY UNITS AGLAND 225


    TY 2013 OtherExpensesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO FILING FEE 200 0   200


    TY 2013 TaxesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN 450033014
    EIN: 35-6735706
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 16,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,141 3,141   0
    FOREIGN TAXES ON NONQUALIFIED 18 18   0