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
BLUE MOUNTAIN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1242 MONROE AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WYOMISSING, PA19610
A Employer identification number

23-2586321
B Telephone number (see instructions)

(610) 376-1595
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$829,797J 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 5,972 5,972  
4 Dividends and interest from securities...... 12,671 12,671  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,721
b Gross sales price for all assets on line 6a 194,170
7 Capital gain net income (from Part IV, line 2)... 50,721
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........ 69,364 69,364  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,325 7,775   2,550
c Other professional fees (attach schedule).... Click to see attachment 2,829 2,829   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 135 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,289 10,604   2,550
25 Contributions, gifts, grants paid........ 61,000 61,000
26 Total expenses and disbursements. Add lines 24 and 25 74,289 10,604   63,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,925
b Net investment income (if negative, enter -0-) 58,760
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 16,735 17,016 17,016
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) 106,632 Click to see attachment106,047 108,504
b Investments—corporate stock (attach schedule)........ 407,354 Click to see attachment403,267 619,046
c Investments—corporate bonds (attach schedule)........ 80,678 Click to see attachment80,144 85,231
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 611,399 606,474 829,797
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 611,399 606,474
30 Total net assets or fund balances (see page 17 of the
instructions).................... 611,399 606,474
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 611,399 606,474
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)............... 1 611,399
2 Enter amount from Part I, line 27a..................... 2 -4,925
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 606,474
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 606,474
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 VARIOUS SECURITIES P    
b LONG TERM CAPITAL GAIN DISTRIBUTION P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 193,216   143,449 49,767
b 954     954
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       49,767
b       954
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 50,721
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 49,135 762,907 0.064405
2011 38,803 752,084 0.051594
2010 87,127 731,164 0.119162
2009 44,548 682,673 0.065255
2008 41,049 754,128 0.054432
2 Total of line 1, column (d) ...................... 2 0.354848
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 0.070970
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 801,671
5 Multiply line 4 by line 3....................... 5 56,895
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 588
7 Add lines 5 and 6......................... 7 57,483
8 Enter qualifying distributions from Part XII, line 4.............. 8 63,550
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 1 588
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............................ 3 588
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- ..... 5 588
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 440
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.............. 7 440
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 148
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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletREINSEL KUNTZ LESHER LLP Telephone no.bullet (610) 376-1595
    Located atbullet1330 BROADCASTING ROADWYOMISSINGPA ZIP+4bullet19610
    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
    ANNE O MOLL PRESIDENT
    1.00     		0 0 0
    1330 BROADCASTING ROAD
    WYOMISSING,PA19610
    THOMAS MOLL VICE PRES.
    1.00     		0 0 0
    1330 BROADCASTING ROAD
    WYOMISSING,PA19610
    THOMAS A BEAVER TREASURER
    1.00     		0 0 0
    1330 BROADCASTING ROAD
    WYOMISSING,PA19610
    HAL LAVIN SECRETARY
    1.00     		0 0 0
    1330 BROADCASTING ROAD
    WYOMISSING,PA19610
    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
    40,084
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    588
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    588
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,496
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    39,496
    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
    39,496
    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 39,496
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 37,274
    d From 2011....... 905
    e From 2012....... 11,820
    fTotal of lines 3a through e......... 49,999
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 63,550
    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..... 39,496
    e Remaining amount distributed out of corpus 24,054
    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 74,053
    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 ......     		74,053
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010.... 37,274
    c Excess from 2011.... 905
    d Excess from 2012.... 11,820
    e Excess from 2013.... 24,054
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THOMAS A BEAVER CPA
    1330 BROADCASTING ROAD
    WYOMISSING,PA19610
    (610) 373-1565
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AT MANAGERS' DISCRETION
    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
    ALBRIGHT COLLEGE
    13TH BERN STREETS
    READING,PA196125234     		NONE PUBLIC FILM DEPARTMENT PROJECTS 1,500
    AMERICAN RED CROSS
    701 CENTRE AVENUE
    READING,PA19601     		NONE PUBLIC GENERAL FUNDGENERAL FUNDGENERAL FUND 1,500
    BERKS CATHOLIC HIGH SCHOOL
    955 E WYOMISSING BOULEVARD
    READING,PA19611     		NONE PUBLIC GENERAL FUND 7,400
    BERKS COUNTY ASSOCIATION FOR THE BLIND
    2020 HAMPDEN BLVD
    READING,PA19604     		NONE PUBLIC GENERAL FUND 1,000
    BERKS DEAF AND HARD OF HEARING SERVICES
    2045 CENTRE AVENUE
    READING,PA19601     		NONE PUBLIC GENERAL FUND 1,000
    BERKS ENCORE
    40 NORTH NINTH STREET
    READING,PA19601     		NONE PUBLIC GENERAL FUND 1,000
    BERKS TALKLINE
    PO BOX 13234
    READING,PA196123234     		NONE PUBLIC GENERAL FUND 2,000
    BERKS WOMEN IN CRISIS
    50 N 4TH STREET
    READING,PA19601     		NONE PUBLIC GENERAL FUND 1,000
    CO COUNTY WELLNESS SERVICES
    429 WALNUT STREET
    READING,PA196038626     		NONE PUBLIC GENERAL FUNDGENERAL FUND 9,400
    EASY DOES IT INC
    1300 HILLTOP ROAD
    LEESPORT,PA19533     		NONE PUBLIC GENERAL FUND 1,000
    HAWK MOUNTAIN COUNCIL BSA
    5027 POTTSVILLE PIKE
    READING,PA19605     		NONE PUBLIC GENERAL FUND 1,000
    JOHN PAUL II CENTER FOR SPECIAL LEARNING
    1092 WELSH ROAD
    READING,PA19607     		NONE PUBLIC GENERAL FUND 1,500
    LITERACY COUNCIL OF READING-BERKS
    35 S DWIGHT STREET
    READING,PA19609     		NONE PUBLIC GENERAL FUND 500
    OLIVET BOYS AND GIRLS CLUB OF READING & BERKS COUNTY
    1161 PERSHING BLVD
    READING,PA19611     		NONE PUBLIC GENERAL FUND 1,500
    OPPORTUNITY HOUSE
    430 N 2ND STREET
    READING,PA19601     		NONE PUBLIC GENERAL FUND 1,000
    PLANNED PARENTHOOD OF THE NORTHEAST AND MID-PENN
    48 S 4TH STREET
    READING,PA19602     		NONE PUBLIC GENERAL FUND 1,000
    POP CORN PARK REFUGE
    PO BOX 43
    FORKED RIVER,NJ087310043     		NONE PUBLIC GENERAL FUND 2,000
    READING MUSICAL FOUNDATION
    PO BOX 14835
    READING,PA196124835     		NONE PUBLIC GENERAL FUND 700
    RED CREEK WILDLIFE CENTER
    30 MOONHILL DRIVE
    SCHUYLKILL HAVEN,PA17972     		NONE PUBLIC OPERATING EXPENSES 2,000
    SALVATION ARMY
    301 S 5TH STREET
    READING,PA19602     		NONE PUBLIC GENERAL FUND 3,000
    SOUTH MOUNTAIN YMCA
    PO BOX 147
    WERNERSVILLE,PA19565     		NONE PUBLIC GENERAL FUND 1,000
    ST JOSEPH'S MEDICAL CENTER FOUNDATION
    PO BOX 316
    READING,PA196030316     		NONE PUBLIC GENERAL FUND 1,500
    TEEN CHALLENGE TRAINING CENTER INC
    PO BOX 98
    REHRERSBURG,PA19550     		NONE PUBLIC GENERAL FUND 1,500
    THE GREATER BERKS FOOD BANK
    1011 TUCKERTON COURT
    READING,PA19605     		NONE PUBLIC GENERAL FUND 2,000
    UNITED WAY OF BERKS COUNTY
    501 WASHINGTON STREET
    READING,PA196030702     		NONE PUBLIC GENERAL FUND 1,000
    WYOMISSING PUBLIC LIBRARY
    9 READING BOULEVARD
    WYOMISSING,PA19610     		NONE PUBLIC GENERAL FUND 1,000
    THE GREATER BERKS FOOD BANK
    1011 TUCKERTON COURT
    READING,PA19605     		NONE PUBLIC CAPITAL CAMPAIGN 5,000
    READING PUBLIC MUSEUM
    500 MUSEUM ROAD
    READING,PA19611     		NONE PUBLIC OPERATING EXPENSES 1,000
    CARON TREATMENT CENTER
    243 N GALLEN ROAD
    WERNERSVILLE,PA19565     		NONE PUBLIC CAPITAL CAMPAIGN 5,000
    GOGGLEWORKS CENTER FOR THE ARTS
    201 WASHINGTON STREET
    READING,PA19601     		NONE PUBLIC OPERATING ACCOUNT 1,000
    Total .................................bullet 3a 61,000
    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 ............     		    14 5,972  
    4 Dividends and interest from securities....     14 12,671  
    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 50,721  
    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 69,364 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1369,364
    (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:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REINSEL KUNTZ LESHER -TAX SERVICE 10,325 7,775   2,550

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    Name of Bond End of Year Book Value End of Year Fair Market Value
    5,000 UNITS IBM DTD 9/14/07 5,173 5,741
    15,000 UNITS SBC COMMUNICATIONS DTD 8/18/04 14,164 16,554
    5,000 UNITS GLAXOSMITH CAP DTD 5/13/08 5,124 5,756
    5,000 UNITS CONSOLIDATED EDISON DTD 4/1/08 5,167 5,782
    5,000 UNITS COSTCO DTD 2/20/07 5,168 5,616
    5,000 UNITS PEPSICO INC DTD 10/26/10 3.125% 11/01/2020 4,904 5,006
    5,000 UNITS US BANCORP DTD 07/27/2010 2.45% 7/27/2015 5,033 5,141
    5,000 SHS BANK OF NY MELLON BK DTD 9/23/11 5,064 5,116
    5,000 SHS GENERAL ELECTRIC CAP CORP DTD 1/7/11 4.625% 5,221 5,452
    5,000 UNITS MERCK & CO INC DTD 12/10/10 3.875% 4,909 5,274
    5,000 UNITS OCCIDENTAL PETROLEUM CORP DTD 12/16/10 5,018 5,249
    5,000 WELLS FARGO CO DTD 12/12/11 2.625% 12/15/2016 5,147 5,236
    5,000 JP MORGAN CHASE & CO DTD 01/25/2013 5,007 4,740
    5,000 WALMART STORES DTD 4/11/13 5,045 4,568

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    Name of Stock End of Year Book Value End of Year Fair Market Value
    95 SHS A T & T 1,906 3,340
    85 SHS EXXON MOBIL CORP 1,179 8,602
    110 SHS JOHNSON & JOHNSON 5,133 10,075
    334 SHS MICROSOFT CORP COM 8,382 12,495
    180 SHS VF CORPORATION 1,727 11,221
    1297.506 SHS CONESTOGA SMALL CAP 26,794 47,554
    90 SHS AMGEN INC 4,950 10,267
    65 SHS CHEVRON 4,897 8,119
    290 SHS ORACLE CORP 5,189 11,095
    120 SHS PEPSICO INC 7,237 9,953
    95 SHS QUALCOMM INC 3,664 7,054
    85 SHS UNITED TECHNOLOGIES 4,435 9,673
    22 SHS APPLE 2,648 12,342
    115 SHS MCCORMICK & COMPANY INC 4,018 7,926
    92 SHS AMETEK INC 1,423 4,846
    20 SHS FACTSET RESEARCH 1,120 2,172
    40 SHS HARRIS CORP 1,818 2,792
    45 SHS HORMEL FOODS 763 2,033
    25 SHS L-3 COMMUNICATIONS HOLDINGS COM 1,697 2,671
    40 SHS ROSS STORES 631 2,997
    50 SHS TORO CO 928 3,180
    25 SHS TUPPERWARE 560 2,363
    210 SHS WALGREEN CO 4,981 12,062
    55 SHS BROADRIDGE FINL SOL 674 2,174
    95 SHS LABORATORY CRP 7,197 8,680
    20 SHS HUBBELL INC 642 2,178
    50 SHS INTERNATIONAL BUSINESS MACHINES 5,123 9,378
    90 SHS C H ROBINSON WORLDWIDE 4,931 5,252
    80 SHS MCKESSON HBOC INC COM 4,657 12,912
    15 SHS PANERA BREAD COMPANY 1,102 2,650
    38 SHS JOHN WILEY & SONS INC 1,667 2,098
    35 SHS WORLD FUEL SERVICES CORP 1,003 1,511
    50 SHS AMERICAN FINCL GROUP INC COM 1,299 2,886
    1469.67 SHS ARTISAN INTERNATIONAL FD 32,336 44,796
    6234.097 SHS GOLDMAN SACHS SATELLITE STRATEGIES 49,000 50,808
    25 SHS ADVANCE AUTO PARTS INC 1,576 2,767
    220 SHS TJX COMPANIES INC 5,586 14,021
    35 SHS CHURCH & DWIGHT CO INC 1,441 2,320
    175 SHS COLGATE PALMOLIVE CO INC 8,183 11,412
    65 SHS COMMERCE BANCSHARES INC COM 2,350 2,924
    225 SHS DISCOVER FINANCIAL SERVICES COM 6,040 12,589
    50 SHS ARTHUR J GALLAGHER & CO 1,734 2,346
    85 SHS BAXTER INTL INC COM 5,114 5,912
    20 SHS WATSCO INC COM 1,456 1,921
    40 SHS J2 GLOBAL INC 977 2,000
    1743.119 SHS HENDERSON INTERNATIONAL OPPORTUNITIES FUND 33,181 47,047
    35 SHS APTARGROUP INC.COM 1,812 2,373
    180 SHS BALL CORP 6,448 9,299
    40 SHS VALSPAR CORP 1,530 2,852
    40 SHS VECTREN CORPORATION COM 1,124 1,420
    80 SHS WISCONSIN ENERGY CORP COM 2,404 3,307
    30 SHS CARTER'S INC 1,701 2,154
    20 SHS OCEANEERING INTL INC 1,041 1,578
    95 SHS RAYTHEON CO COM 5,371 8,616
    255 SHS MARSH & MCLENNAN CO COM 8,753 12,332
    305 SHS U S BANCORP COM 9,726 12,322
    40 SHS WADDELL & REED FIN INC 1,757 2,605
    45 SHS CHARLES RIVER LABS INTL IN 1,583 2,387
    35 SHS OMNICARE INC COM 1,196 2,113
    130 SHS CADENCE DESIGN SYSTEMS INC 1,678 1,823
    65 SHS CORELOGIC INC COM 1,665 2,309
    360 SHS INTEL CORP COM 9,292 9,344
    20 SHS MINERALS TECHNOLOGIES INC 689 1,201
    25 SHS BIG LOTS INC 966 807
    30 SHS HANESBRANDS INC COM 1,519 2,108
    210 SHS MACYS INC 8,905 11,214
    200 SHS MATTEL INC COM 8,413 9,516
    35 SHS REINSURANCE GROUP OF AMERICA 2,317 2,709
    155 SHS TORCHMARK CORP COM 9,338 12,113
    35 SHS UNITED THERAPEUTICS COPR 2,693 3,958
    25 SHS PERRIGO CO PLC 3,805 3,836
    65 SHS DELUXE CORPORATION COM 2,627 3,392
    85 SHS DOVER CORP COM 7,651 8,206
    50 SHS UNION PACIFIC CORP COM 6,864 8,400
    415 SHS CISCO SYSTEMS INC 8,711 9,308
    30 SHS ZEBRA TECHNOLOGIES CORP 1,347 1,622
    130 SHS TE CONNECTIVITY LTD COM 5,845 7,164
    30 SHS UGI CORP COM 1,147 1,244

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    US Government Securities - End of Year Book Value:

    106,047
    US Government Securities - End of Year Fair Market Value:

    108,504
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK MANAGEMENT FEES 2,829 2,829   0


    TY 2013 TaxesSchedule
    Name:
    BLUE MOUNTAIN FOUNDATION
    EIN: 23-2586321
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 135 0   0