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
SJ EDWARDS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9987   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, NC27429
A Employer identification number

27-0864365
B Telephone number (see instructions)

(336) 266-8629
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$3,337,413J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 77,583 77,583  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,613
b Gross sales price for all assets on line 6a 994,291
7 Capital gain net income (from Part IV, line 2)... 87,613
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 165,196 165,196 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,950 1,950 0 0
c Other professional fees (attach schedule).... Click to see attachment 18,666 18,666 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 946 946 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 142 0 142
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,509 0 0 4,509
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,213 21,562 142 4,509
25 Contributions, gifts, grants paid........ 145,000 145,000
26 Total expenses and disbursements. Add lines 24 and 25 171,213 21,562 142 149,509
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,017
b Net investment income (if negative, enter -0-) 143,634
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............... 16,787 13,812 13,812
2 Savings and temporary cash investments.......... 110,303 81,991 81,991
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,522,054 Click to see attachment2,541,155 3,241,398
14 Land, buildings, and equipment: basis bullet4,808
Less: accumulated depreciation (attach schedule) bullet4,596 354 Click to see attachment212 212
15 Other assets (describe bullet) Click to see attachment3,755 Click to see attachment8,556 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,653,253 2,645,726 3,337,413
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 455 455
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 455 455
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......... 2,922,085 2,922,085
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -269,287 -276,814
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,652,798 2,645,271
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,653,253 2,645,726
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 2,652,798
2 Enter amount from Part I, line 27a..................... 2 -6,017
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,646,781
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,510
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,645,271
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 ALLEGION PLC CIM USD0.01, ALLE, G0176J109 - 0.000 SHS P   2013-12-06
b AMERICAN INTL GROUP INC COM NEW, AIG, XXX-XX-XXXX - 9.000 SHS P   2013-08-02
c ASCENA RETAIL GROUP INC COM, ASNA, 04351G101 - 132.000 SHS P   2012-11-16
d BAKER HUGHES INC, BHI, XXX-XX-XXXX - 605.000 SHS P   2012-02-21
e BAKER HUGHES INC, BHI, XXX-XX-XXXX - 485.000 SHS P   2012-04-26
BERKSHIRE HATHAWAY INC DEL CL B NEW, BRKB XXX-XX-XXXX - 52.000 SHS P   2012-10-11
CATERPILLAR INC, CAT, XXX-XX-XXXX - 12.000 SHS P   2013-06-17
CLIFFS NAT RES INC COM, CLF, 18683K101 - 205.000 SHS P   2012-08-23
CVS CAREMARKCORP, CVS, XXX-XX-XXXX - 30.000 SHS P   2013-03-19
DARDEN RESTAURANTS, DRI, XXX-XX-XXXX - 43.000 SHS P   2013-03-25
FEDERAL FARM CR BKS CONS BD 1.93000% 05/, 3133EAPC6 - 25,000.000 SHS P   2013-04-08
GAMESTOP CORP NEW CL A, GME, 36467W109 - 28.000 SHS P   2012-08-23
KINDER MORGAN INC DELAWARE COM USD0.01, KMI, 49456B101 - 101.000 SHS P   2012-11-14
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 0.000 SHS P   2013-07-10
MCDERMOTT INTERNATIONAL INC COM STK USD1, MDR, XXX-XX-XXXX - 2,205.000 SHS P   2012-10-11
MORGAN STANLEY SR NT-F 4.75000% 03/22/20, 61747YDT9 - 25,000.000 SHS P   2012-06-22
NATIONAL OILWELL VARCO INC, NOV, XXX-XX-XXXX - 15.000 SHS P   2013-07-19
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 847.000 SHS P   2013-08-09
REINSURANCE GROUP AMER INC COM NEW, RGA, XXX-XX-XXXX - 19.000 SHS P   2013-05-31
ABBOTT LABORATORIES ABT, XXX-XX-XXXX - 126.000 SHS P   2011-11-09
ABBVIE INC COM USD0.01 ABBV, 00287Y109 - 126.000 SHS P   2011-11-09
ANHEUSER-BUSCH INBEVADR EAH REP 1 ORD NP, BUD, 03524A108 - 115.000 SHS P   2011-06-17
APPLE INC AAPL, XXX-XX-XXXX - 9.000 SHS P   2012-07-26
BANK OF AMERICA CORP BAC, XXX-XX-XXXX - 577.000 SHS P   2012-03-16
BB T CORP, BBT, XXX-XX-XXXX - 260.000 SHS P   2010-07-27
BB T CORP, BBT, XXX-XX-XXXX - 245.000 SHS P   2010-08-18
BB T CORP, BBT, XXX-XX-XXXX - 230.000 SHS P   2010-08-25
BB T CORP, BBT, XXX-XX-XXXX - 340.000 SHS P   2010-12-02
BB T CORP, BBT, XXX-XX-XXXX - 730.000 SHS P   2011-08-09
C S X CORP, CSX, XXX-XX-XXXX - 168.000 SHS P   2012-01-26
CHESAPEAKE ENERGY CORP 6.77500% 03/15/20, 165167CH8 - 25,000.000 SHS P   2012-02-14
CISCO SYS INC, CSCO, 17275R102 - 35.000 SHS P   2010-09-09
CISCO SYS INC, CSCO, 17275R102 - 140.000 SHS P   2010-12-02
CISCO SYS INC, CSCO, 17275R102 - 153.000 SHS P   2012-05-17
CLIFFS NAT RES INC COM, CLF, 18683K101 - 300.000 SHS P   2011-03-17
CLIFFS NAT RES INC COM, CLF, 18683K101 - 10.000 SHS P   2011-08-09
CLIFFS NAT RES INC COM, CLF, 18683K101 - 365.000 SHS P   2011-09-22
COVIDIEN PLC USD0.20(POST CONSOLIDATION), GOV, G2554F113 - 194.000 SHS P   2011-08-09
CUMMINS INC FORMERLYCUMMINS ENGINE INC T, CMI, XXX-XX-XXXX - 20.000 SHS P   2011-02-01
CUMMINS INC FORMERLYCUMMINS ENGINE INC T, CMI, XXX-XX-XXXX - 230.000 SHS P   2011-06-23
CUMMINS INC FORMERLYCUMMINS ENGINE INC T, CMI, XXX-XX-XXXX - 15.000 SHS P   2011-08-09
DEVON ENERGY CORP NEW, DVN, 25179M103 - 84.000 SHS P   2010-12-02
DISNEY WALT CO, DIS, XXX-XX-XXXX - 98.000 SHS P   2011-08-09
DUKE ENERGY CORP COMUSD0.001 ISIN #US264, DUK, 26441C204 - 141.000 SHS P   2010-12-02
E M C CORP MASS, EMC, XXX-XX-XXXX - 262.000 SHS P   2012-07-26
ENSCO PLC COM USD0.10 A, ESV, G3157S106 - 112.000 SHS P   2012-01-19
FEDERAL HOME LOAN BANKS 4.87500% 04/23/2, 3133XXZ67 - 50,000.000 SHS P   2011-03-22
GAMESTOP CORP NEW CL A, GME, 36467W109 - 490.000 SHS P   2010-08-19
GAMESTOP CORP NEW CL A, GME, 36467W109 - 70.000 SHS P   2011-08-09
GAMESTOP CORP NEW CL A, GME, 36467W109 - 688.000 SHS P   2010-08-19
GAMESTOP CORP NEW CL A, GME, 36467W109 - 357.000 SHS P   2010-08-19
GAMESTOP CORP NEW CL A, GME, 36467W109 - 14.000 SHS P   2012-08-23
GENERAL ELECTRIC CO, GE, XXX-XX-XXXX - 202.000 SHS P   2012-01-26
HATTERAS FINL CORP COM, HTS, 41902R103 - 90.000 SHS P   2010-09-24
HATTERAS FINL CORP COM, HTS, 41902R103 - 1,065.000 SHS P   2010-09-28
INGERSOLL-RAND PLC SHS USD1, IR, G47791101 - 75.000 SHS P   2012-02-14
JPMORGAN CHASE CO, JPM, 46625H100 - 143.000 SHS P   2012-02-03
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 25.000 SHS P   2011-08-09
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 21.233 SHS P   2010-07-27
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 20.608 SHS P   2010-08-18
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 19.359 SHS P   2010-08-25
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 28.727 SHS P   2010-12-02
MALLINCKRODT PLC ORDINARY USD, MNK, G5785G107 - 38.073 SHS P   2011-08-09
MCDERMOTT INTERNATIONAL INC COM STK USD1, MDR, XXX-XX-XXXX - 1,435.000 SHS P   2012-03-02
MICROSOFT CORP, MSFT, XXX-XX-XXXX - 255.000 SHS P   2010-09-22
MORGAN STANLEY D W DISC SRMTNS 5.00000%, 61745EE31 - 50,000.000 SHS P   2010-09-22
NEWMARKET CORP, NEU, XXX-XX-XXXX - 83.000 SHS P   2011-07-20
NEWMARKET CORP, NEU, XXX-XX-XXXX - 77.000 SHS P   2011-07-20
NEWMARKET CORP, NEU, XXX-XX-XXXX - 5.000 SHS P   2011-08-09
PATTERSON UTI ENERGYINC, PTEN, XXX-XX-XXXX - 1,250.000 SHS P   2011-02-11
PATTERSON UTI ENERGYINC, PTEN, XXX-XX-XXXX - 55.000 SHS P   2011-08-09
PATTERSON UTI ENERGYINC, PTEN, XXX-XX-XXXX - 27.000 SHS P   2011-09-27
PATTERSON UTI ENERGYINC, PTEN, XXX-XX-XXXX - 304.000 SHS P   2011-09-27
PFIZER INC, PFE, XXX-XX-XXXX - 1,106.000 SHS P   2011-08-09
PFIZER INC, PFE, XXX-XX-XXXX - 19.000 SHS P   2010-12-02
PFIZER INC, PFE, XXX-XX-XXXX - 69.000 SHS P   2011-08-09
PNC FINL SVCS GROUP, PNC, XXX-XX-XXXX - 130.000 SHS P   2010-07-27
PNC FINL SVCS GROUP, PNC, XXX-XX-XXXX - 18.000 SHS P   2010-12-02
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 28.000 SHS P   2011-09-27
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 372.000 SHS P   2011-09-27
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 28.000 SHS P   2011-09-27
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 235.000 SHS P   2011-10-05
POTASH CORP OF SASKATCHEWAN COM NPVISIN, POT, 73755L107 - 350.000 SHS P   2011-12-14
PROCTER GAMBLE CO, PG, XXX-XX-XXXX - 140.000 SHS P   2010-07-27
PROCTER GAMBLE CO, PG, XXX-XX-XXXX - 17.000 SHS P   2010-12-02
QUALCOMM INC, QCOM, XXX-XX-XXXX - 163.000 SHS P   2010-12-02
SOUTHWESTERN ENERGY CO DELAWARE, SWN, XXX-XX-XXXX - 53.000 SHS P   2012-08-06
SOUTHWESTERN ENERGY CO DELAWARE, SWN, XXX-XX-XXXX - 617.000 SHS P   2012-08-06
TJX COMPANIES INC, TJX, XXX-XX-XXXX - 113.000 SHS P   2010-12-02
UNITED TECHNOLOGIES CORP, UTX, XXX-XX-XXXX - 121.000 SHS P   2010-12-02
VODAFONE GROUP SPON ADR REP 10 ORD USD0., VOD, 92857W209 - 179.000 SHS P   2011-08-09
WALMART STORES INC, WMT, XXX-XX-XXXX - 156.000 SHS P   2010-12-02
FEDERAL FARM CR BKS CONS BD 1.93000% 05/, 3133EAPC6 - 25,000.000 SHS P   2013-04-08
MORGAN STANLEY SR NT-F 4.75000% 03/22/20, 61747YDT9 - 25,000.000 SHS P   2012-06-22
FEDERAL HOME LOAN BANKS 4.87500% 04/23/2, 3133XXZ67 - 50,000.000 SHS P   2011-03-22
(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 27     27
b 408   432 -24
c 2,139   2,554 -415
d 27,394   31,187 -3,793
e 21,960   20,965 995
5,789   4,629 1,160
985   1,009 -24
7,704   8,122 -418
1,726   1,627 99
1,990   2,170 -180
25,000   25,015 -15
1,399   532 867
3,741   3,275 466
5     5
19,896   25,353 -5,457
27,215   25,119 2,096
1,090   1,101 -11
26,874   25,821 1,053
1,218   1,261 -43
4,281   3,225 1,056
5,374   3,498 1,876
10,910   6,575 4,335
4,387   5,160 -773
8,141   5,539 2,602
9,440   6,791 2,649
8,896   5,826 3,070
8,351   5,114 3,237
12,345   8,337 4,008
26,506   15,387 11,119
4,167   3,868 299
26,250   24,750 1,500
821   671 150
3,284   2,712 572
3,589   2,544 1,045
11,274   26,419 -15,145
376   691 -315
13,717   20,620 -6,903
11,616   7,958 3,658
2,313   2,122 191
26,604   22,529 4,075
1,735   1,293 442
4,780   6,097 -1,317
5,943   3,208 2,735
9,285   7,509 1,776
6,737   6,705 32
6,357   5,829 528
50,000   51,130 -1,130
14,571   9,393 5,178
2,082   1,439 643
25,287   13,189 12,098
17,833   6,843 10,990
684   266 418
4,685   3,866 819
2,446   2,688 -242
28,940   30,687 -1,747
4,445   2,853 1,592
7,243   5,487 1,756
1,059   787 272
923   588 335
895   563 332
841   505 336
1,248   867 381
1,654   1,198 456
12,948   21,090 -8,142
8,483   6,240 2,243
50,000   49,520 480
23,563   13,933 9,630
20,854   12,926 7,928
1,354   721 633
25,579   32,038 -6,459
1,125   1,297 -172
553   525 28
5,966   5,915 51
34,372   18,672 15,700
531   319 212
1,927   1,165 762
9,397   8,045 1,352
1,301   1,011 290
829   1,386 0
11,803   18,407 -6,604
888   1,410 -522
7,456   10,443 -2,987
11,105   13,808 -2,703
10,924   8,819 2,105
1,327   1,058 269
10,764   7,894 2,870
2,008   1,633 375
23,448   19,006 4,442
5,979   2,507 3,472
12,096   9,536 2,560
5,246   4,599 647
11,375   8,551 2,824
25,000   25,015 -15
27,215   25,119 2,096
50,000   51,129 -1,129
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       27
b       -24
c       -415
d       -3,793
e       995
      1,160
      -24
      -418
      99
      -180
      -15
      867
      466
      5
      -5,457
      2,096
      -11
      1,053
      -43
      1,056
      1,876
      4,335
      -773
      2,602
      2,649
      3,070
      3,237
      4,008
      11,119
      299
      1,500
      150
      572
      1,045
      -15,145
      -315
      -6,903
      3,658
      191
      4,075
      442
      -1,317
      2,735
      1,776
      32
      528
      -1,130
      5,178
      643
      12,098
      10,990
      418
      819
      -242
      -1,747
      1,592
      1,756
      272
      335
      332
      336
      381
      456
      -8,142
      2,243
      480
      9,630
      7,928
      633
      -6,459
      -172
      28
      51
      15,700
      212
      762
      1,352
      290
      0
      -6,604
      -522
      -2,987
      -2,703
      2,105
      269
      2,870
      375
      4,442
      3,472
      2,560
      647
      2,824
      -15
      2,096
      -1,129
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 87,613
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 144,844 2,888,876 0.050139
2011 112,891 2,917,917 0.038689
2010 33,281 2,684,147 0.012399
2009 95,736 2,318,708 0.041289
2008 134,405 2,676,318 0.050220
2 Total of line 1, column (d) ...................... 2 0.192736
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 0.038547
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,126,795
5 Multiply line 4 by line 3....................... 5 120,529
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,436
7 Add lines 5 and 6......................... 7 121,965
8 Enter qualifying distributions from Part XII, line 4.............. 8 149,509
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 1,436
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 1,436
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 1,436
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 760
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 760
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 677
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVE STAUB Telephone no.bullet (336) 210-2228
    Located atbullet908 N EUGENE STGREENSBORONC ZIP+4bullet27401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    SUSAN JARRELL EDWARDS TRUSTEE
    40.00     		0 0 0
    908 N EUGENE ST
    GREENSBORO,NC27401
    DAVE STAUB TRUSTEE
    40.00     		0 0 0
    908 N EUGENE ST
    GREENSBORO,NC27401
    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.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    156,340
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,436
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,436
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    154,904
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    154,904
    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
    154,904
    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 7 154,904
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 143,270
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 149,509
    a Applied to 2012, but not more than line 2a 143,270
    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..... 6,239
    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 ..........     		148,665
    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....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HORSES N HEROES OF MARION COUNTY INC
    12680 N US HWY 441
    CITRA,FL32113     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    HOSPICE AT GREENSBORO INC
    2500 SUMMIT AVENUE
    GREENSBORO,NC27405     		  EXEMPT GENERAL PURPOSE OF CHARITY 1,000
    FIRST PRESBYTERIAN CHURCH
    617 N ELM STREET
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    CONSERVATION TRUST FOR FLORIDA INC
    PO BOX 134
    MICANOPY,FL32667     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    317 S ELM STREET GREENSBORO NC 27401
    317 S ELM STREET
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,000
    GTCC FOUNDATION INC
    PO BOX 309
    JAMESTOWN,NC27282     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    FAITH IN ACTION INC
    705 N GREENE STREET
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    DANNY AND RONS RESCUE
    341 CANTEY LANE
    REMBERT,SC29218     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,500
    CENTER FOR VISUAL ARTISTS
    200 N DAVIE STREET BOX 13
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    ALACHUA COUNTY ORGANIZATION FOR RURAL NEEDS
    23320 NORTH STATE ROAD 235
    BROOKER,FL32622     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,500
    PLANNED PARENTHOOD HEALTH SYSTEMS INC
    100 SOUTH BOYLAN AVENUE
    RALEIGH,NC27603     		  EXEMPT GENERAL PURPOSE OF CHARITY 1,000
    PLANNED PARENTHOOD HEALTH SYSTEMS INC
    100 SOUTH BOYLAN AVENUE
    RALEIGH,NC27603     		  EXEMPT GENERAL PURPOSE OF CHARITY 4,000
    ANIMAL FOSTER & RESCUE
    PO BOX 77393
    GREENSBORO,NC27417     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,500
    HORSE PROTECTION ASSOCIATION OF FLORIDA
    20690 NW 130TH AVENUE
    MICANOPY,FL32667     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,500
    UNIVERSITY OF NC AT CHAPEL HILL
    104 AIRPORT DRIVE CB 1270
    CHAPEL HILL,NC27599     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    BLOWING ROCK CHARITY HORSE SHOW
    PO BOX 650
    BLOWING ROCK,NC28605     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    COMMUNITY FOUNDATION OF GREATER GREENSBORO
    330 SOUTH GREENE STREET SUITE 100
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 50,000
    GREENHILL CENTER FOR NC ART
    200 N DAVIE STREET
    GREENSBORO,NC27401     		  EXEMPT GENERAL PURPOSE OF CHARITY 16,000
    RED DOG FARM ANIMAL RESCUE NETWORK
    5803 BUR-MILL CLUB ROAD
    GREENSBORO,NC27410     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    INTERACTIVE RESOURCE CENTER
    P O BOX 20568
    GREENSBORO,NC27405     		  EXEMPT GENERAL PURPOSE OF CHARITY 7,500
    FERAL CAT ASSISTANCE PROGRAM
    PO BOX 29112
    GREENSBORO,NC27429     		  EXEMPT GENERAL PURPOSE OF CHARITY 1,000
    NC CENTER FOR NON-PROFITS
    1110 NAVAHO DRIVE SUITE 200
    RALEIGH,NC27609     		  EXEMPT GENERAL PURPOSE OF CHARITY 5,000
    WOMEN'S RESOURCE CENTER
    628 SUMMIT AVENUE
    GREENSBORO,NC27405     		  EXEMPT GENERAL PURPOSE OF CHARITY 2,500
    Total .................................bullet 3a 145,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 77,583  
    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 .............     		        87,613
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 77,583 87,613
    13Total. Add line 12, columns (b), (d), and (e)..................
    13165,196
    (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.)
    23 ITEMS TO CARRY OUT CHARITABLE MISSION
    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:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,950 1,950 0 0

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

    TY 2013 DepreciationSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PRINTER 2011-07-21 3,567   SL 5.000000000000 0 0 0  
    SOFTWARE 2011-12-04 356   200DB 5.000000000000 0 0 0  
    IPAD 2012-07-05 885 89 200DB 5.000000000000 142 0 142  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COVIDIEN PLC USDO.20 AT COST 39,089 70,211
    ABBOTT LABS AT COST 23,880 38,483
    ANHEUSER-BUSCH INBEV ADR EAH REP 1 ORD NPV AT COST 36,504 72,393
    BB & T AT COST 0 0
    CSX CORP AT COST 34,026 46,090
    CISCO SYS INC AT COST 41,930 59,036
    CLIFFS NAT RES INC COM AT COST 0 0
    DEVON ENERGY CORP NEW AT COST 54,605 51,105
    DISNEY WALT CO AT COST 29,483 70,441
    DUKE ENERGY CORP NEW COM AT COST 38,830 52,034
    E M C CORP MASS AT COST 52,292 60,938
    GAMESTOP CORP NEW CL A AT COST 21,195 55,565
    GENERAL ELECTRIC CO AT COST 35,820 54,182
    JPMORGAN CHASE & CO AT COST 43,004 75,849
    MICROSOFT CORP AT COST 49,194 75,381
    PNC FINL SVCS GROUP AT COST 39,548 60,668
    PATTERSON UTI ENERGY INC AT COST 27,717 42,892
    PFIZER INC AT COST 27,125 51,642
    PROCTER & GAMBLE CO AT COST 49,716 67,815
    QUALCOMM INC AT COST 38,058 65,117
    TJX COMPANIES INC AT COST 26,286 79,790
    UNITED TECHNOLOGIES CORP AT COST 45,134 74,425
    VODAFONE GROUP SPON ADR REP AT COST 41,259 66,473
    WAL-MART STORES INC. AT COST 42,202 66,021
    HEWLETT-PACKARD CO NOTE AT COST 25,044 25,415
    JOHN DEERE CAP CORP CORENOTE AT COST 49,895 51,818
    LAB CORP OF AMER HLDGS NOTE AT COST 49,943 52,043
    GENERAL ELEC CAP CORP MTN BE AT COST 52,655 55,646
    MERRILL LYNCH & CO INC AT COST 52,980 58,647
    FEDERAL HOME LOAN BANKS AT COST 44,730 45,781
    FEDERAL NATL MTG ASS CALL STEP AT COST 25,020 23,388
    FEDL NATL MTG ASSN NOTE AT COST 44,997 44,302
    PRESIDENT&FELLOW HARVARD COLL AT COST 53,945 55,320
    ENSCO PLC COM US AT COST 40,105 49,060
    INGERSOLL-RAND PLC SHS AT COST 21,938 44,660
    APPLE INC AT COST 75,080 85,836
    ASCENA RETAIL GROUP AT COST 26,569 29,053
    BANK OF AMERICA CORP AT COST 52,790 96,425
    BERKSHIRE HATHAWAY INC DEL CL B NEW AT COST 51,099 76,827
    TOYOTA MTR CR CORP MTN AT COST 24,703 22,350
    GENERAL ELEC CAP CORP MTN AT COST 26,650 27,094
    KINDER MORGAN INC DELAWARE COM AT COST 37,093 41,184
    CITIGROUP INC SR NT AT COST 53,857 57,865
    GENERAL ELECTRIC CAPITAL CORP AT COST 25,745 24,596
    FEDERAL NATL MTG ASSN AT COST 25,253 21,864
    FEDERAL NATL MTG ASSN AT COST 49,720 44,746
    FEDERAL NATL MTG ASSN AT COST 24,990 23,266
    FEDERAL NATL MTG ASSN AT COST 24,953 22,974
    FEDERAL NATL MTG ASSN AT COST 21,953 22,448
    FEDERAL NATL MTG ASSN AT COST 49,965 43,849
    FEDERAL NATL MTG ASSN AT COST 24,978 22,009
    FEDERAL NATL MTG ASSN NOTE AT COST 25,014 23,355
    FEDERAL NATL MTG ASSN NOTE AT COST 25,015 24,428
    ALLEGION PLC AT COST 5,640 10,650
    ABBVIE AT COST 25,895 53,021
    AMERICAN INTL GROUP AT COST 34,452 36,654
    CVS CAREMARK CORP AT COST 31,350 41,367
    CATERPILLAR AT COST 30,200 32,601
    DARDEN RESTAURANTS AT COST 42,331 45,616
    EXPRESS SCRIPTS AT COST 33,922 37,508
    EXXON MOBIL AT COST 43,959 50,701
    NATIONAL OILWELL AT COST 53,059 59,727
    ORACLE CORP AT COST 46,775 51,574
    REINSURANCE GROUP AMER AT COST 32,793 38,241
    SANOFI SPONSORED ADR AT COST 46,453 47,087
    GASTON CNTY NC GO AT COST 27,334 27,236
    ROYAL BANK OF CANADA MTN AT COST 24,703 22,494
    FEDERAL NATL MTG ASSN AT COST 23,828 23,545
    FEDL NATL MTG ASSN NOTE AT COST 25,078 23,540
    FEDL NATL MTG ASSN NOTE AT COST 23,772 22,972
    TOYOTA MTR CR CORP MTN AT COST 24,645 22,731
    FEDERAL HOME LOAN BANKS AT COST 21,390 21,333

    TY 2013 LandEtcSchedule2
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    PRINTER 3,567 3,567 0 0
    SOFTWARE 356 356 0 0
    IPAD 885 673 212 212


    TY 2013 OtherAssetsSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT VARIANCE 3,755 8,556  


    TY 2013 OtherDecreasesSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Description Amount
    ADJUSTMENT FOR TAXES NOT DEDUCTIBLE 1,510


    TY 2013 OtherExpensesSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 224 0 0 224
    SUPPLIES 110 0 0 110
    TELEPHONE 2,675 0 0 2,675
    OTHER 1,500 0 0 1,500


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 18,666 18,666 0 0


    TY 2013 TaxesSchedule
    Name:
    SJ EDWARDS FOUNDATION
    EIN: 27-0864365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 946 946 0 0