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
WR Berkley Corporation Charitable
Foundation
% c/o Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

36-4516560
B Telephone number (see instructions)

(800) 839-1754
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$309,795J 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) 606,988
2 Check bullet
3 Interest on savings and temporary cash investments 31 31  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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........ 607,019 31  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,025     3,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,026 0   3,025
25 Contributions, gifts, grants paid........ 460,905 460,905
26 Total expenses and disbursements. Add lines 24 and 25 463,931 0   463,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 143,088
b Net investment income (if negative, enter -0-) 31
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.......... 155,207 309,795 309,795
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)...........      
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) 155,207 309,795 309,795
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 155,207 309,795
30 Total net assets or fund balances (see page 17 of the
instructions).................... 155,207 309,795
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 155,207 309,795
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)............... 1 155,207
2 Enter amount from Part I, line 27a..................... 2 143,088
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 11,500
4 Add lines 1, 2, and 3.......................... 4 309,795
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 309,795
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.)
1a
b
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
b
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
b
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  
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 382,508 265,030 1.443263
2011 368,618 235,355 1.566221
2010 387,635 334,383 1.159255
2009 331,919 177,981 1.864913
2008 361,116 294,059 1.228039
2 Total of line 1, column (d) ...................... 2 7.261691
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 1.452338
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 259,178
5 Multiply line 4 by line 3....................... 5 376,414
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 376,414
8 Enter qualifying distributions from Part XII, line 4.............. 8 463,930
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 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
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)
    bulletDE
    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.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    William R Berkley Pres / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    William R Berkley Jr VP / Dir / Treas
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Josephine A Raimondi VP / Dir / Sec
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    12,959
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,959
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    11,500
    5
    Add lines 3 and 4............................
    5
    24,459
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    24,459
    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 24,459
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 346,431
    b From 2009....... 323,021
    c From 2010....... 370,917
    d From 2011....... 356,851
    e From 2012....... 369,257
    fTotal of lines 3a through e......... 1,766,477
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 463,930
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 24,459
    e Remaining amount distributed out of corpus 439,471
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,205,948
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		346,431
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,859,517
    10 Analysis of line 9:
    a Excess from 2009.... 323,021
    b Excess from 2010.... 370,917
    c Excess from 2011.... 356,851
    d Excess from 2012.... 369,257
    e Excess from 2013.... 439,471
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    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
    100 CLUB OF ARIZONA
    5033 N 19TH AVE STE 123
    TEMPE,AZ85015     		N/A PC Granite Mountain Hotshots Fund 5,000
    AAMGA EDUCATION FOUNDATION
    150 S WARNER RD STE 156
    KING OF PRUSSIA,PA19406     		N/A PC General & Unrestricted 9,000
    ABBY KELLEY FOSTER HOUSE INC
    52 HIGH ST
    WORCESTER,MA01609     		N/A PC Women's Center Project 3,325
    AMANDA CARES INC
    1821 GRAND AVE
    WDM,IA50265     		N/A PC General & Unrestricted 1,000
    AMERICAN CANCER SOCIETY
    6525 N MERIDIAN AVE
    Oklahoma City,OK73116     		N/A PC General & Unrestricted 1,494
    AMERICAN CANCER SOCIETY INC
    PO BOX 22718
    OKLAHOMA CITY,OK73123     		N/A PC General & Unrestricted 250
    AMERICAN CANCER SOCIETY INC - SAN DIEGO
    2655 CAMINO DEL RIO N STE 100
    SAN DIEGO,CA92108     		N/A PC General & Unrestricted 5,000
    AMERICAN HEART ASSOCIATION
    10060 BUFFALO SPEEDWAY
    HOUSTON,TX77054     		N/A PC General & Unrestricted 1,000
    AMERICAN HEART ASSOCIATION
    210 MALABU DR STE 125
    LEXINGTON,KY40503     		N/A PC General & Unrestricted 1,500
    AMERICAN HEART ASSOC - GREAT RIVERS AFFILIATe
    509 7TH AVE
    ALTOONA,PA16602     		N/A PC General & Unrestricted 3,250
    AMERICAN HEART ASSOCIATION -ARLINGTON VA
    4301 N FAIRFAX DR STE 530
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 100
    AMERICAN HEART ASSOCIATION INC
    1449 MEDICAL PARK DR
    BIRMINGHAM,AL35213     		N/A PC General & Unrestricted 5,250
    AMERICAN RED CROSS - CENTRAL IOWA CHAPTER
    2116 GRAND AVE
    DES MOINES,IA50312     		N/A PC General & Unrestricted 500
    AMERICAN RED CROSS METROPOLITAN ATLANTA CHAPTER
    1955 MONROE DR NE
    ATLANTA,GA30324     		N/A PC General & Unrestricted 777
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PC Haiyan Fund 12,696
    APPALACHIAN STATE UNIVERSITY
    THELMA C RALEY HALL ASU BOX 32058
    BOONE,NC28608     		N/A PC Brantley Center Fund 7,500
    ASSISTANCE LEAGUE OF BOISE IDAHO INC
    PO BOX 140104
    GARDEN CITY,ID83714     		N/A PC General & Unrestricted 2,000
    BAYPATH ELDER SERVICES INC
    33 BOSTON POST RD W 5TH FL
    MARLBOROUGH,MA01752     		N/A PC Nutrition Services Program 1,600
    BEST BUDDIES INTERNATIONAL INC
    8450 HICKMAN RD
    DES MONIES,IA50325     		N/A PC General & Unrestricted 500
    BOYS & GIRLS CLUB OF MARSHFIELD INC
    37 Proprietors Dr
    MARSHFIELD,MA02050     		N/A PC General & Unrestricted 1,000
    BOYS AND GIRLS CLUBS OF METROWEST INC
    169 PLEASANT ST
    MARLBORO,MA01752     		N/A PC The hp Technology Center Program 1,725
    BOYS CLUB OF MT VERNON N Y INC
    350 S 6TH AVE
    MOUNT VERNON,NY10550     		N/A PC General & Unrestricted 300
    BOYS CLUB OF NEW YORK INC
    287 E 10TH ST
    NEW YORK,NY10009     		N/A PC General & Unrestricted 5,000
    BRAIN TUMOR FOUNDATION FOR CHILDREN INC
    6065 ROSWELL RD STE 505
    ATLANTA,GA30328     		N/A PC General & Unrestricted 1,000
    CASA FOR LANCASTER COUNTY
    315 S 9TH ST STE 213
    LINCOLN,NE68508     		N/A PC General & Unrestricted 1,000
    CENTER FOR COMPETITIVE POLITICS
    124 S W ST STE 201
    ALEXANDRIA,VA22314     		N/A PC General & Unrestricted 5,000
    CTR FOR EDUCATIONAL INNOVATION-PUB EDUCATIOn assoc
    28 W 44TH ST
    NEW YORK,NY10036     		N/A PC General & Unrestricted 2,500
    CHARITABLE ASSISTANCE TO COMMUNITYS HOMELESS
    503 S AMERICANA BLVD
    BOISE,ID83702     		N/A PC General & Unrestricted 5,000
    CHILDREN AND FAMILY URBAN MINISTRIES
    1548 8TH ST
    DES MOINES,IA50314     		N/A PC Whyld Girl Program 1,500
    CHILDRENS VILLAGE INC
    1 ECHO HILLS
    DOBBS FERRY,NY10522     		N/A PC General & Unrestricted 500
    CLOVERLEAF AREA ECUMENICAL ASSISTANCE PROGRAM
    ONE GROVE PL
    PITTSBURGH,PA15236     		N/A PC Food Bank Program 100
    CONCERNED CITIZENS FOR COMMUNITY HEALTH
    7700 E ROOSEVELT ST
    SCOTTSDALE,AZ85257     		N/A PC General & Unrestricted 500
    CONNECTICUT COUNCIL FOR EDUCATION REFORM INC
    195 CHURCH ST 7TH FL
    NEW HAVEN,CT06510     		N/A PC General & Unrestricted 5,000
    COURT APPOINTED SPECIAL ADVOCATE CASA
    212 WASHINGTON ST-RM 1276
    NEWARK,NJ07102     		N/A PC General & Unrestricted 500
    COWBOYS FOR CANCER RESEARCH INC
    PO BOX 202
    DONA ANA,NM88032     		N/A PC General & Unrestricted 500
    CRIPPLED CHILDRENS FOUNDATION
    2019 4TH AVE N
    BIRMINGHAM,AL35203     		N/A PC General & Unrestricted 2,500
    CYSTIC FIBROSIS FOUNDATION
    8011 34TH AVE S STE 116
    BLOOMINGTON,MN55425     		N/A PC General & Unrestricted 2,000
    CYSTIC FIBROSIS FOUNDATION
    10455 SORRENTO VALLEY RD STE 103
    SAN DIEGO,CA92121     		N/A PC General & Unrestricted 500
    DES MOINES AREA RELIGIOUS COUNCIL
    3816 36TH ST STE 202
    DES MOINES,IA50310     		N/A PC Emergency Food Pantry Network Program 1,000
    DISABLED AMERICAN VETERANS CHARITABLE SVC TRUSt
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		N/A PC General & Unrestricted 900
    DOVER CHILDRENS HOME
    207 LOCUST ST
    DOVER,NH03820     		N/A PC Pilot House Independent Living Program 2,400
    DOWN SYNDROME GUILD OF DALLAS
    1702 N COLLINS BLVD STE 170
    RICHARDSON,TX75080     		N/A PC General & Unrestricted 1,431
    DRAVET SYNDROME FOUNDATION INC
    11 NANCY DR
    MONROE,CT06468     		N/A PC General & Unrestricted 500
    DRESS FOR SUCCESS WORCESTER INC
    484 MAIN ST
    WORCESTER,MA01608     		N/A PC Professional Women's Group 1,725
    ENABLE INC
    13 ROSZEL RD
    PRINCETON,NJ08540     		N/A PC General & Unrestricted 2,000
    ENVISION UNLIMITED
    8 S MICHIGAN AVE STE 1700
    CHICAGO,IL60603     		N/A PC General & Unrestricted 1,500
    FAUQUIER HEALTH FOUNDATION
    170 W SHIRLEY AVE STE 101
    WARRENTON,VA20186     		N/A PC General & Unrestricted 75
    FISHER HOUSE FOUNDATION INC
    111 ROCKVILLE PIKE STE 420
    ROCKVILLE,MD20850     		N/A PC General & Unrestricted 1,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CR STE A
    LINCOLN,NE68504     		N/A PC General & Unrestricted 1,000
    FOREIGN POLICY ASSOCIATION INCORPORATED
    470 PARK AVE S FRNT 2
    NEW YORK,NY10016     		N/A PC General & Unrestricted 5,000
    FOUNDATION FOR TEACHING ECONOMICS
    260 RUSSELL BLVD STE B
    DAVIS,CA95616     		N/A PC General & Unrestricted 1,000
    FRIENDS OF CITY PARK
    CITY PARK ADMINISTRATION BLDG
    NEW ORLEANS,LA70124     		N/A PC General & Unrestricted 2,500
    FRIENDSHIP SERVICE CENTER INC
    PO BOX 1896
    NEW BRITAIN,CT06051     		N/A PC General & Unrestricted 2,900
    GRAVEL HILL UNITED METHODIST CHURCH
    131 GRAVEL HILL RD
    PALMYRA,PA17078     		N/A PC General & Unrestricted 100
    GREATER MARLBORO PROGRAMS INCORPORATED
    40 MECHANIC ST STE 100
    MARLBOROUGH,MA01752     		N/A PC Residential Services Program 1,600
    GREATER SANTA BARBARA ICE SKATING ASSOCIATION
    PO BOX 478
    SANTA BARBARA,CA93102     		N/A PC General & Unrestricted 2,500
    GREENWICH CAMPERSHIP FDVOL ACTN CTR OF fairfield
    62 PALMERS HILL RD
    STAMFORD,CT06902     		N/A PC General & Unrestricted 2,500
    GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
    1111 E PUTNAM AVE
    RIVERSIDE,CT06878     		N/A PC General & Unrestricted 5,000
    GREENWICH HOSPITAL
    5 PERRYRIDGE RD
    GREENWICH,CT06830     		N/A PC Emergency Department Campaign 25,000
    HANDS ON HARTFORD INC
    330 MAIN ST
    HARTFORD,CT06106     		N/A PC Family School Connection Program 1,000
    HARDY GIRLS HEALTHY WOMEN INC
    PO BOX 821
    WATERVILLE,ME04903     		N/A PC Mason Place Transitional Living Program 1,000
    HARVESTERS-THE COMMUNITY FOOD NETWORK
    3801 TOPPING AVE
    KANSAS CITY,MO64129     		N/A PC General & Unrestricted 250
    HAWTHORN HILL
    3001 GRAND AVE
    DES MOINES,IA50312     		N/A PC New Directions Shelter Program 2,000
    HEBREW HOME FOR THE AGED ATRIVERDALE FDN INc
    5901 PALISADE AVE
    BRONX,NY10471     		N/A PC General & Unrestricted 1,000
    HEPHZIBAH CHILDRENS ASSOCIATION
    1144 LAKE ST
    OAK PARK,IL60301     		N/A PC General & Unrestricted 5,000
    HILLSIDE SOC FOR PREVENTION OF CRUELTY TO animals
    PO BOX 233
    POTTSVILLE,PA17901     		N/A PC General & Unrestricted 100
    HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
    1420 E 7TH ST
    CHARLOTTE,NC28204     		N/A PC Levine & Dickson Hospice House 100
    HOSPICE OF THE BLUEGRASS INC
    2312 ALEXANDRIA DR
    LEXINGTON,KY40504     		N/A PC General & Unrestricted 50
    HOSPICE OF UNION COUNTY INC
    700 W ROOSEVELT BLVD
    MONROE,NC28110     		N/A PC General & Unrestricted 100
    HOUSE OF MERCY
    1111 6TH AVE
    DES MOINES,IA50314     		N/A PC General & Unrestricted 1,500
    HUMANE SOCIETY OF CONCORD & GREATER CABARRUS CTy
    PO BOX 5347
    CONCORD,NC28027     		N/A PC General & Unrestricted 150
    HUMANE SOCIETY OF SOMERSET COUNTY
    204 WHITETAIL RD
    SOMERSET,PA15501     		N/A PC General & Unrestricted 100
    IDAHO FOODBANK WAREHOUSE
    3562 S TK AVE
    BOISE,ID83705     		N/A PC General & Unrestricted 5,000
    IGLESIA ABRIGO DEL ALTISIMO
    3544 W PALMER ST
    CHICAGO,IL60647     		N/A PC Paradise Garden Program 1,000
    INDEPENDENT INSURANCE AGENTS OF TEXAS FOUNDATION
    PO BOX 684487
    AUSTIN,TX78768     		N/A PC West Tragedy Fund 1,000
    JA WORLDWIDE
    200 CONNECTICUT AVE
    NORWALK,CT06854     		N/A PC General & Unrestricted 2,500
    JAYME S FUND FOR SOCIAL JUSTICE CHARITABLE TRUST
    PO BOX 25
    EAST DERRY,NH03041     		N/A PC Natalie's Scholarship Fund 2,100
    JDRF INTERNATIONAL
    26 BROADWAY 14TH FL
    NEW YORK,NY10004     		N/A PC Northern New Jersey & Rockland County Chapter 10,000
    JOBS FOR MAINES GRADUATES INC
    45 COMMERCE DR STE 9
    AUGUSTA,ME04330     		N/A PC Learning Works Portland Program 3,000
    JOBS WITH JUSTICE EDUCATION FUND
    20 IVERS ST
    BREWER,ME04412     		N/A PC General & Unrestricted 2,000
    JUNIOR ACHIEVEMENT OF CENTRAL IOWA INC
    6100 GRAND AVE
    DES MOINES,IA50312     		N/A PC General & Unrestricted 500
    JUNIOR ACHIEVEMENT OF LINCOLN INC
    285 S 68TH ST PL STE 309
    LINCOLN,NE68510     		N/A PC General & Unrestricted 500
    JUNIOR LEAGUE OF GREENWICH CONN INC
    231 E PUTNAM AVE
    GREENWICH,CT06830     		N/A PC General & Unrestricted 2,500
    KIDS CHANCE INC OF PENNSYLVANIA
    PO BOX 543
    POTTSTOWN,PA19464     		N/A PC General & Unrestricted 1,000
    KIDS CHANCE OF VIRGINIA INC
    12701 MARBLESTONE DR STE 250
    WOODBRIDGE,VA22192     		N/A PC General & Unrestricted 8,500
    LITERACY VOLUNTEERS OF AMERICA - BANGOR MAINE
    200 HOGAN RD
    BANGOR,ME04401     		N/A PC Tutoring Program 2,400
    LITERACY VOLUNTEERS OF AMERICA MOHAWK HUDSON INC
    1450 WESTERN AVE STE 101
    ALBANY,NY12203     		N/A PC Basic Literacy Program 2,000
    LOWER EASTSIDE SERVICE CENTER INC
    80 MAIDEN LN 2ND FL
    NEW YORK,NY10038     		N/A PC Bridge2life Camp & Charles Evans Kids Club 250
    LUND FAMILY CENTER INC
    PO BOX 4009
    BURLINGTON,VT05406     		N/A PC New Horizons Education Program 2,950
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A PC Luverne Hockey Club 1,000
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A PC ATLAS For Life Program 1,700
    LUVERNE AREA COMMUNITY FOUNDATION
    PO BOX 623
    LUVERNE,MN56156     		N/A PC Rotary Park Project 1,000
    LUVERNE INITIATIVES FOR TOMORROW
    213 E LUVERNE ST
    LUVERNE,MN56156     		N/A PC General & Unrestricted 1,000
    LYMPHOMA RESEARCH FOUNDATION
    115 BROADWAY 13TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 5,000
    MAINE ADAPTIVE SPORTS & RECREATION
    8 SUNDANCE LN
    NEWRY,ME04261     		N/A PC Veterans/No Boundaries Program 3,000
    MAINE AUTISM ALLIANCE
    65 PATTERSON ST
    AUGUSTA,ME04330     		N/A PC General & Unrestricted 2,000
    MAINE DEVELOPMENT FOUNDATION
    295 WATER ST STE 5
    AUGUSTA,ME04330     		N/A PC Maine Employers Initiative, 2014 Next Step Scholarship fund 1,000
    MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
    52 VANDERBILT AVE
    NEW YORK,NY10017     		N/A PC General & Unrestricted 20,000
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    1111 STEWART AVE
    BETHPAGE,NY11714     		N/A PC General & Unrestricted 400
    MARINE CORPS SCHOLARSHIP FOUNDATION INC
    909 N WASHINGTON ST STE 400
    ALEXANDRIA,VA22314     		N/A PC General & Unrestricted 500
    MEALS ON WHEELS OF RIDGEFIELD
    25 GILBERT ST
    RIDGEFIELD,CT06877     		N/A PC General & Unrestricted 600
    MERIDIAN COMMUNITY COLLEGE FDN
    910 HWY 19 N
    MERIDIAN,MS39307     		N/A PC General & Unrestricted 1,000
    MOORE CENTER SERVICES INC
    195 MCGREGOR ST STE 400
    MANCHESTER,NH03102     		N/A PC General & Unrestricted 2,100
    MY PLACE TEEN CENTER INC
    755 MAIN ST
    WESTBROOK,ME04092     		N/A PC After School Program 4,000
    NATIONAL CENTER FOR LEARNING DISABILITIES INC
    381 PARK AVE S RM 1401
    NEW YORK,NY10016     		N/A PC General & Unrestricted 5,000
    NATIONAL KIDNEY FOUNDATION SERVING THE ALLEGHENIES
    3109 FORBES AVE STE 101
    PITTSBURGH,PA15213     		N/A PC General & Unrestricted 100
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    200 12TH AVE S
    MINNEAPOLIS,MN55415     		N/A PC General & Unrestricted 250
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 25,000
    NEW HAMPSHIRE FOOD BANK
    DEPT F
    MANCHESTER,NH03108     		N/A PC Recipe for Success Culinary Job Training Program 2,000
    NEW YORK LANDMARKS CONSERVANCY INC
    1 WHITEHALL ST FL 21
    NEW YORK,NY10004     		N/A PC General & Unrestricted 5,000
    OCEANS HARBOR HOUSE INC
    PO BOX 622
    TOMS RIVER,NJ08754     		N/A PC General & Unrestricted 500
    ONE FUND BOSTON INC
    800 BOYLSTON ST UNIT 990009
    BOSTON,MA02199     		N/A PC General & Unrestricted 300
    PACKAGES FROM HOME
    5643 W MOUNTAIN VIEW RD
    GLENDALE,AZ85308     		N/A PC General & Unrestricted 1,000
    PALMETTO HEALTH
    293 GREYSTONE BLVD
    COLUMBIA,SC29210     		N/A PC Walk for Life Campaign 500
    PAN MASSACHUSETTS CHALLENGE TRUST
    77 4TH AVE
    NEEDHAM,MA02494     		N/A PC General & Unrestricted 500
    PENOBSCOT COMMUNITY HEALTH CTR - E MAINE aids ntwk
    370 HARLOW ST
    BANGOR,ME04401     		N/A PC General & Unrestricted 1,600
    PERFORMING ARTS CENTER FOUNDATION INC
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		N/A SO I General & Unrestricted 5,000
    PHOENIX RESCUE MISSION
    1801 S 35TH AVE
    PHOENIX,AZ85009     		N/A PC General & Unrestricted 1,100
    PORTLAND STAGE COMPANY INC
    PO BOX 1458
    PORTLAND,ME04104     		N/A PC Theater for Kids Program 1,000
    PRESBYTERIAN HOMES FOUNDATION
    2845 N HAMLINE AVE
    ROSEVILLE,MN55113     		N/A PC General & Unrestricted 1,000
    PROJECT HEALING WATERS FLY FISHING INC
    PO BOX 695
    LA PLATA,MD20646     		N/A PC New England Region, ME Program 2,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE ST
    OKLAHOMA CITY,OK73179     		N/A PC General & Unrestricted 500
    RONNY THERIOT COMM PROJECTS FD A NON-PROFIT corp
    216 TERESA DR
    ST MARTINVILLE,LA70582     		N/A PC General & Unrestricted 5,000
    SAVE THE CHILDREN FEDERATION INC
    54 WILTON RD
    WESTPORT,CT06880     		N/A PC Haiyan Fund 28,932
    SCHOOLHOUSE ARTS CENTER AT SEBAGO LAKE
    PO BOX 140
    STANDISH,ME04084     		N/A PC Education Program 2,000
    SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN
    2802 DAIRY DR
    MADISON,WI53718     		N/A PC General & Unrestricted 500
    SHAW HOUSE
    136 UNION ST
    BANGOR,ME04401     		N/A PC Mason Place Transitional Living Program 3,000
    SHEARITH ISRAEL CONGREGATION
    5825 PARK HEIGHTS AVE
    BALTIMORE,MD21215     		N/A PC General & Unrestricted 250
    SIGNATURE BAND & CHOIR CAMP INC
    118 JULIAN PL 229
    SYRACUSE,NY13210     		N/A PC Signature Syracuse Program 1,650
    SOCiety OF ST VINCENT DE PAUL SW IDAHO DIStrict
    3217 W OVERLAND RD
    BOISE,ID83705     		N/A PC Food Bank and Low income Individual Assistance Programs 5,000
    SPIERINGS CANCER FOUNDATION
    810 DEPOT ST
    LITTLE CHUTE,WI54140     		N/A PC General & Unrestricted 2,500
    SPINA BIFIDA ASSOCIATION OF WESTERN PENNSYLVANIA
    1158 DUTILH RD
    MARS,PA16046     		N/A PC General & Unrestricted 100
    SPRINGFIELD SCHOOL VOLUNTEERS INC
    1550 MAIN ST
    SPRINGFIELD,MA01103     		N/A PC Brookings Walking Program 1,000
    ST JOHNS UNIVERSITY - SCHOOL OF RISK MANAGEMENT
    101 MURRAY ST
    NEW YORK,NY10007     		N/A PC General & Unrestricted 25,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL MSC 512
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 3,350
    ST MARYS FOOD BANK ALLIANCE
    2831 N 31ST AVE
    PHOENIX,AZ85009     		N/A PC General & Unrestricted 1,000
    SUDBURY FOR WOUNDED WARRIORS
    PO BOX 1166
    SUDBURY,MA01776     		N/A PC General & Unrestricted 1,725
    SUSAN L CURTIS CHARITABLE FOUNDATION
    1321 WASHINGTON AVE STE 104
    PORTLAND,ME04103     		N/A PC Camp Susan Curtis Program 6,000
    TEACH FOR AMERICA - CONNECTICUT
    142 TEMPLE ST STE 303
    NEW HAVEN,CT06511     		N/A PC General & Unrestricted 10,000
    TEDDY BEAR CANCER FOUNDATION
    2320 BATH ST
    SANTA BARBARA,CA93105     		N/A PC General & Unrestricted 2,500
    TELLING ROOM
    225 COMMERCIAL ST STE 201
    PORTLAND,ME04101     		N/A PC Young Writers and Leaders Program 2,000
    THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION
    34TH ST CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		N/A PC General & Unrestricted 5,750
    THE FOUNDATION FOR MAINE COMMUNITY COLLEGES
    54 LIGHTHOUSE CIR
    S PORTLAND,ME04106     		N/A PC General & Unrestricted 8,000
    THE NEIGHBORHOOD DEVELOPERS INC
    4 GERRISH AVE
    CHELSEA,MA02150     		N/A PC CONNECT, Inc. Program 1,000
    THE WAYNESBURG UNIVERSITY
    51 W COLLEGE ST
    WAYNESBURG,PA15370     		N/A PC Scholarship Fund 500
    TREASURE VALLEY FAMILY YMCA
    1177 W STATE ST
    BOISE,ID83702     		N/A PC Strong Kids Campaign 3,000
    UNITED CARE USA
    613 COLTS NECK CT
    COLLEYVILLE,TX76034     		N/A PC General & Unrestricted 500
    UNITED CEREBRAL PALSY & HANDICAPPED CHLDRNS ASSOc
    1603 COURT ST
    SYRACUSE,NY13208     		N/A PC Inclusive Special Education-Exploring Your World Program 2,200
    UNITED SERVICE ORGANIZATIONS INC
    PO BOX 96860
    WASHINGTON,DC20077     		N/A PC General & Unrestricted 2,500
    UNITED WAY OF CENTRAL OKLAHOMA
    1444 NW 28TH ST
    OKLAHOMA CITY,OK73106     		N/A PC May Tornadoes Relief Fund 250
    UNITY HOUSE OF CAYUGA COUNTY INC
    34 WRIGHT AVE STE C
    AUBURN,NY13021     		N/A PC Unity Employment Services Program 1,650
    URBANDALE FOOD PANTRY
    7611 DOUGLAS AVE STE 34/35
    URBANDALE,IA50322     		N/A PC General & Unrestricted 1,000
    VARIETY THE CHILDRENS CHARITY OF IOWA
    505 5TH AVE STE 310
    DES MOINES,IA50309     		N/A PC General & Unrestricted 1,500
    VETERAN HOMESTEAD INC
    69 HIGH ST REAR DOOR
    FITCHBURG,MA01420     		N/A PC Veteran Victory Farm Program 5,000
    VETERANS INC
    69 GROVE ST
    WORCESTER,MA01605     		N/A PC Employment and Training Program 1,600
    VISITING NURSE ASSOCIATION OF CENTRAL PA INC
    3315 DERRY ST
    HARRISBURG,PA17111     		N/A PC West Shore Senior Center 100
    VISITING NURSE SERVICES OF IOWA
    1111 9TH ST STE 320
    DES MOINES,IA50314     		N/A PC General & Unrestricted 500
    VITAS COMM CONNECTION - INNOVATIVE HOSPICE CAre
    2201 LUCIEN WAY STE 100
    MAITLAND,FL32751     		N/A PC General & Unrestricted 250
    WAYSIDE FOOD PROGRAMS
    PO BOX 1278
    PORTLAND,ME04104     		N/A PC Community Gardens Program 1,600
    WESLEYAN UNIVERSITY The Wesleyan Fund
    318 HIGH ST
    MIDDLETOWN,CT06459     		N/A PC Green Street Arts Center - Art & Science After School Program 1,000
    WINTERKIDS EDUCATION FOUNDATION
    120 EXCHANGE ST
    PORTLAND,ME04112     		N/A PC General & Unrestricted 2,000
    WOMENS CENTER OF GREATER DANBURY CONN INC
    2 W ST
    DANBURY,CT06810     		N/A PC Community Education Program 2,300
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND
    6 N 5TH ST
    RICHMOND,VA23219     		N/A PC General & Unrestricted 500
    YOUTH EMERGENCY SERVICES & SHELTER OF IOWA
    918 SE 11TH ST
    DES MOINES,IA50309     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 460,905
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 31  
    4 Dividends and interest from securities....          
    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 .............     		         
    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)..   31  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1331
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    WR Berkley Corporation Charitable
    Foundation
    Employer identification number

    36-4516560
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    WR Berkley Corporation Charitable
    Foundation         		Employer identification number

    36-4516560
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    WR BERKLEY CORPORATION  
    475 Steamboat Rd
     
    Greenwich, CT06830

    		$400,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    BERKLEY INSURANCE CO  
    475 STEAMBOAT RD
     
    GREENWICH, CT06830

    		$204,488


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    WR Berkley Corporation Charitable
    Foundation         		Employer identification number

    36-4516560
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    WR Berkley Corporation Charitable
    Foundation         		Employer identification number

    36-4516560
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2013 DepreciationSchedule
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    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

    TY 2013 InvestmentsLandSchedule2
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 3,000     3,000
    State or Local Filing Fees 25     25


    TY 2013 OtherIncreasesSchedule
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Description Amount
    RETURNED GRANTS 11,500


    TY 2013 SubstantialContributorsSch
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Name Address
    BERKLEY INSURANCE CO 475 STEAMBOAT RD
    GREENWICH,CT06830


    TY 2013 TaxesSchedule
    Name:
    WR Berkley Corporation Charitable
    Foundation
    EIN: 36-4516560
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Excise Tax for 2012 1