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
Bruce Ford Brown Charitable Trust
 
% 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

52-6063085
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$1,684,932J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 35,337 35,337  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,252
b Gross sales price for all assets on line 6a 123,836
7 Capital gain net income (from Part IV, line 2)... 21,252
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........ 56,589 56,589  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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).... Click to see attachment 4,247 4,247    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,332 147    
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 11,120 14   11,106
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,699 4,408   11,106
25 Contributions, gifts, grants paid........ 157,750 157,750
26 Total expenses and disbursements. Add lines 24 and 25 174,449 4,408   168,856
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -117,860
b Net investment income (if negative, enter -0-) 52,181
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.......... 34,704 423 423
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)........ 1,402,868 Click to see attachment1,319,289 1,684,509
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) 1,437,572 1,319,712 1,684,932
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,437,572 1,319,712
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,437,572 1,319,712
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,437,572 1,319,712
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 1,437,572
2 Enter amount from Part I, line 27a..................... 2 -117,860
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,319,712
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 1,319,712
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 Publicly-traded Securities      
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 123,836   102,584 21,252
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       21,252
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 21,252
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 167,126 1,495,792 0.111731
2011 177,120 1,579,710 0.112122
2010 248,138 1,601,750 0.154917
2009 216,702 1,530,703 0.14157
2008 225,216 2,096,160 0.107442
2 Total of line 1, column (d) ...................... 2 0.627782
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 0.125556
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,577,619
5 Multiply line 4 by line 3....................... 5 198,080
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 522
7 Add lines 5 and 6......................... 7 198,602
8 Enter qualifying distributions from Part XII, line 4.............. 8 168,856
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,044
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 1,044
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 1,044
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 46
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,046
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
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
 
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)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care 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
     
    No
    .........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
    Donnaldson Kathryn BrownClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lorraine Eddy BrownClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sally BrownClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Stephen D BrownClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Thomas M BrownClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Bruce F Brown JrClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Cherry PetersClick to see attachment Trustee
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kelly L Popovec for BNY MellonClick to see attachment Co-Trustee
    1.0     		0 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
    78,881
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,044
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,044
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    77,837
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    77,837
    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
    77,837
    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 77,837
    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....... 123,200
    b From 2009....... 140,983
    c From 2010....... 168,608
    d From 2011....... 97,726
    e From 2012....... 93,438
    fTotal of lines 3a through e......... 623,955
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 168,856
    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..... 77,837
    e Remaining amount distributed out of corpus 91,019
    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 5 714,974
    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) ...     		123,200
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		591,774
    10 Analysis of line 9:
    a Excess from 2009.... 140,983
    b Excess from 2010.... 168,608
    c Excess from 2011.... 97,726
    d Excess from 2012.... 93,438
    e Excess from 2013.... 91,019
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLU FOUNDATION OF SOUTHERN CALIFORNIA
    1313 W 8TH ST
    LOS ANGELES,CA90017     		N/A PC General & Unrestricted 1,000
    ACTION AGAINST HUNGER USA
    247 W 37TH ST
    NEW YORK,NY10018     		N/A PC General & Unrestricted 250
    AMNESTY INTERNATIONAL OF THE USA INC
    5 PENN PLZ FL 16
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,500
    ANIMAL COMPASSION NETWORK
    PO BOX 1704
    SKYLAND,NC28776     		N/A PC General & Unrestricted 250
    ASHEVILLE SYMPHONY SOCIETY INC
    PO BOX 2852
    ASHEVILLE,NC28802     		N/A PC General & Unrestricted 250
    ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY
    30 CUMBERLAND AVE
    ASHEVILLE,NC28801     		N/A PC General & Unrestricted 250
    BROOKLYN ACADEMY OF MUSIC INC
    30 LAFAYETTE AVE
    BROOKLYN,NY11217     		N/A PC General & Unrestricted 1,500
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN46208     		N/A PC General & Unrestricted 500
    CALIFORNIA STATE PARKS FOUNDATION
    50 FRANCISCO ST STE 110
    SAN FRANCISCO,CA94133     		N/A PC General & Unrestricted 500
    CALIFORNIA STATE UNIVERSITY LONG BEACH FOUNDATION
    1500 COTNER AVE
    LOS ANGELES,CA90025     		N/A PC General & Unrestricted 500
    CARE CLINIC INC
    PO BOX 53438
    FAYETTEVILLE,NC28305     		N/A PC General & Unrestricted 250
    CENTER FOR THE STUDY OF POLITICAL GRAPHICS
    3916 SEPULVEDA BLVD STE 103
    CULVER CITY,CA90230     		N/A PC General & Unrestricted 1,000
    CHILD ADVOCACY CENTER INC
    222 ROWAN ST
    FAYETTEVILLE,NC28301     		N/A PC General & Unrestricted 250
    CITY OF RICHMOND PUBLIC LIBRARY FOUNDATION
    101 E FRANKLIN ST
    RICHMOND,VA23219     		N/A PC Patty Parks Programming Initiative 1,000
    CLARE FOUNDATION INC
    1871 9TH ST
    SANTA MONICA,CA90404     		N/A PC General & Unrestricted 500
    COMMUNITY SCHOOL FOR CREATIVE EDUCATION
    2111 INTERNATIONAL BLVD
    OAKLAND,CA94606     		N/A PC General & Unrestricted 500
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A PC Class of 1963 Gift 10,000
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A PC 50TH REUNION PLEDGE 2,500
    DEATH PENALTY FOCUS
    5 3RD ST STE 725
    SAN FRANCISCO,CA94103     		N/A PC General & Unrestricted 1,000
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,500
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Annual Fund 2,000
    EARTHJUSTICE
    50 CALIFORNIA ST
    SAN FRANCISCO,CA94111     		N/A PC General & Unrestricted 1,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    1875 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 750
    FARM SANCTUARY INC
    PO BOX 150
    WATKINS GLEN,NY14891     		N/A PC General & Unrestricted 250
    FAYETTEVILLE ANIMAL PROTECTION SOCIETY INC
    PO BOX 58195
    FAYETTEVILLE,NC28305     		N/A PC General & Unrestricted 250
    FONKOZE USA INC
    1700 KALORAMA RD NW
    WASHINGTON,DC20009     		N/A PC General & Unrestricted 250
    FRACTURED ATLAS PRODUCTIONS INC
    248 W 35TH ST 10TH FLR
    NEW YORK,NY10001     		N/A PC Kim Maxwell Studio Project 250
    FRIENDS OF MATENWA INC
    91 ABERDEEN AVE
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 250
    FRIENDS OF THE BLUE RIDGE PARKWAY INC
    PO BOX 20986
    ROANOKE,VA24018     		N/A PC General & Unrestricted 1,000
    GREENPEACE FUND INC
    702 H ST NW STE 300
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 2,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    PO BOX 87065
    FAYETTEVILLE,NC28304     		N/A PC General & Unrestricted 1,250
    HBS FOUNDATION INC
    PO BOX 32446
    WEST PALM BCH,FL33420     		N/A PC General & Unrestricted 250
    HEAL THE BAY
    1444 9TH ST
    SANTA MONICA,CA90401     		N/A PC General & Unrestricted 2,000
    HEALING HANDS FOR HAITI FOUNDATION INC
    PO BOX 521800
    SALT LAKE CITY,UT84152     		N/A PC General & Unrestricted 250
    HEART TO HEART INTERNATIONAL INC
    401 S CLAIRBORNE RD STE 302
    OLATHE,KS66062     		N/A PC General & Unrestricted 250
    HELP OF OJAI
    PO BOX 621
    OJAI,CA93024     		N/A PC General & Unrestricted 500
    HIGHLAND PRESBYTERIAN CHURCH
    111 HIGHLAND AVE
    FAYETTEVILLE,NC28305     		N/A PC HVAC replacement 1,500
    HIGHLAND PRESBYTERIAN CHURCH
    111 HIGHLAND AVE
    FAYETTEVILLE,NC28305     		N/A PC Annual Pledge Campaign 2,000
    HUMAN RIGHTS WATCH INC
    350 5TH AVE FL 34
    NEW YORK,NY10118     		N/A PC General & Unrestricted 1,500
    INNER-CITY SCHOLARSHIP FUND INC
    1011 1ST AVE
    NEW YORK,NY10022     		N/A PC TUITION PROGRAM 2,200
    INST FOR THE ADVANCEMENT OF JOURNALISTIC CLARITY
    PO BOX 228
    PETROLIA,CA95558     		N/A PC General & Unrestricted 500
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LN FL 9
    NEW YORK,NY10038     		N/A PC General & Unrestricted 1,000
    JUNIOR LEAGUE OF RICHMOND VIRGINIA
    205 W FRANKLIN ST
    RICHMOND,VA23220     		N/A PC General & Unrestricted 1,000
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405     		N/A PC General & Unrestricted 500
    KCSN RADIO
    18111 NORDHOFF ST
    NORTHRIDGE,CA91330     		N/A PC General & Unrestricted 500
    KPFK - PACIFICA FOUNDATION
    3729 CAHUENG BLVD W
    NORTH HOLLYWOOD,CA91604     		N/A PC General & Unrestricted 1,000
    KXLU 889 FM LOS ANGELES
    1 LMU DR MALONE 402
    LOS ANGELES,CA90045     		N/A PC General & Unrestricted 500
    LAMBI FUND OF HAITI
    1050 CONNECTICUT AVE NW 10TH FL
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 250
    LITTLE KESWICK FOUNDATION FOR SPECIAL EDUCATION
    PO BOX 5306
    CHARLOTTESVILLE,VA22905     		N/A PC General & Unrestricted 8,000
    LOS ANGELES AUDUBON SOCIETY INC
    PO BOX 931057
    LOS ANGELES,CA90093     		N/A PC General & Unrestricted 1,000
    LOS ANGELES AUDUBON SOCIETY INC
    PO BOX 931057
    LOS ANGELES,CA90093     		N/A PC Baldwin Hills Greenhouse Education Program 500
    MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NC
    212 S TRYON ST STE 1080
    CHARLOTTE,NC28281     		N/A PC General & Unrestricted 250
    MEDICAL FOUNDATION OF NORTH CAROLINA INC
    880 MARTIN LUTHER KING JR BLVD
    CHAPEL HILL,NC27514     		N/A PC General & Unrestricted 2,000
    MUSEUM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		N/A PC General & Unrestricted 500
    MUSEUM OF CONTEMPORARY ART
    250 S GRAND AVE
    LOS ANGELES,CA90012     		N/A PC General & Unrestricted 500
    NARAL PRO-CHOICE AMERICA FOUNDATION
    1156 15TH ST NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 2,000
    NATIONAL AUDUBON SOCIETY - AUDUBON CALIFORNIA
    4700 N GRIFFIN AVE
    LOS ANGELES,CA90031     		N/A PC General & Unrestricted 1,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN ST
    LANDER,WY82520     		N/A PC General & Unrestricted 500
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 750
    NATURAL RESOURCE DEFENSE COUNCIL - LA REG OFFICE
    1314 2ND ST
    SANTA MONICA,CA90401     		N/A PC General & Unrestricted 2,500
    NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		N/A PC General & Unrestricted 750
    NEW YORK ROAD RUNNERS INC
    845 3RD AVE 11TH FL
    NEW YORK,NY10022     		N/A PC Youth Programs 500
    NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC
    NCSU BOX 7207
    RALEIGH,NC27695     		N/A PC General & Unrestricted 250
    OJAI FESTIVALS LTD
    PO BOX 185
    OJAI,CA93023     		N/A PC Charitable Event 400
    OJAI FESTIVALS LTD
    PO BOX 185
    OJAI,CA93023     		N/A PC Libbey Bowl Campaign 1,000
    OJAI PLAYWRIGHTS CONFERENCE
    PO BOX 1288
    OJAI,CA93024     		N/A PC General & Unrestricted 500
    OJAI RAPTOR CENTER
    850 CARNE RD
    OJAI,CA93023     		N/A PC General & Unrestricted 500
    ORCHARD SCHOOL FOUNDATION
    615 W 64TH ST
    INDIANAPOLIS,IN46260     		N/A PC General & Unrestricted 2,000
    OTIS COLLEGE OF ART AND DESIGN
    9045 LINCOLN BLVD STE 220
    WESTCHESTER,CA90045     		N/A PC General & Unrestricted 2,500
    OUR HOUSE INC
    1950 SAWTELLE BLVD STE 255
    LOS ANGELES,CA90025     		N/A PC General & Unrestricted 750
    PASO PACIFICO
    PO BOX 1244
    VENTURA,CA93002     		N/A PC General & Unrestricted 500
    PITZER COLLEGE
    1010 S MILLS AVE
    CLAREMONT,CA91711     		N/A PC General & Unrestricted 21,100
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 2,000
    PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
    5 COURT ST
    MIDDLEBURY,VT05753     		N/A PC General & Unrestricted 1,800
    PUPPIES BEHIND BARS INC
    263 W 38 ST STE 4E
    NEW YORK,NY10018     		N/A PC General & Unrestricted 250
    RAINFOREST ACTION NETWORK
    425 BUSH ST STE 300
    SAN FRANCISCO,CA94108     		N/A PC General & Unrestricted 1,000
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA23219     		N/A PC General & Unrestricted 1,000
    SAN FRANCISCO CHILD ABUSE PREVENTION CENTER
    1757 WALLER ST
    SAN FRANCISCO,CA94117     		N/A PC General & Unrestricted 500
    SAN FRANCISCO WALDORF SCHOOL ASSOCIATION
    2938 WASHINGTON ST
    SAN FRANCISCO,CA94115     		N/A PC General & Unrestricted 500
    SANTA MONICA MOUNTAINS CONSERVANCY
    5750 RAMIREZ CANYON RD
    MALIBU,CA90265     		N/A PC General & Unrestricted 1,000
    SANTA MONICA MUSEUM OF ART
    2525 MICHIGAN AVE BLDG G-1
    SANTA MONICA,CA90404     		N/A PC General & Unrestricted 500
    SEMPERVIRENS FUND
    419 S SAN ANTONIO RD STE 211
    LOS ALTOS,CA94022     		N/A PC General & Unrestricted 500
    SHIMER COLLEGE
    3424 S STATE ST FL 2
    CHICAGO,IL60616     		N/A PC General & Unrestricted 16,500
    SIERRA CLUB FOUNDATION
    85 2ND ST
    SAN FRANCISCO,CA94105     		N/A PC General & Unrestricted 3,000
    SMILE TRAIN INC
    41 MADISON AVE 28TH FL
    NEW YORK,NY10010     		N/A PC General & Unrestricted 250
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105     		N/A PC General & Unrestricted 500
    ST CHRISTOPHERS SCHOOL FOUNDATION
    711 SAINT CHRISTOPHERS RD
    RICHMOND,VA23226     		N/A PC General & Unrestricted 1,000
    STERNE SCHOOL
    2690 JACKSON ST
    SAN FRANCISCO,CA94115     		N/A PC ANNUAL FUND AND EXPANSION CAMPAIGN 2,000
    SWEET BRIAR INSTITUTE
    PO BOX 1051
    SWEET BRIAR,VA24595     		N/A PC General & Unrestricted 3,000
    THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA
    PO BOX 1888
    ASHEVILLE,NC28802     		N/A PC General & Unrestricted 250
    THE NATIONAL MILITARY FAMILY ASSOCIATION INC
    2500 N VAN DORN ST STE 102
    ALEXANDRIA,VA22302     		N/A PC General & Unrestricted 250
    THE OJAI VALLEY LAND CONSERVANCY
    PO BOX 1092
    OJAI,CA93024     		N/A PC General & Unrestricted 1,000
    THE SALVATION ARMY- FAYETTEVILLE CHAPTER
    PO BOX 514
    FAYETTEVILLE,NC28302     		N/A PC General & Unrestricted 250
    THE V FOUNDATION
    106 TOWERVIEW CT
    CARY,NC27513     		N/A PC General & Unrestricted 250
    THE VISUAL ARTS CENTER OF RICHMOND
    1812 W MAIN ST
    RICHMOND,VA23220     		N/A PC General & Unrestricted 3,000
    THUMPINGTAILS ANIMAL RESCUE
    PO BOX 1992
    STUDIO CITY,CA91614     		N/A PC General & Unrestricted 500
    UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC
    50 S FRENCH BROAD AVE
    ASHEVILLE,NC28801     		N/A PC General & Unrestricted 500
    UNIVERSITY OF VERMONT
    411 MAIN ST
    BURLINGTON,VT05401     		N/A PC General & Unrestricted 1,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53708     		N/A PC General & Unrestricted 1,500
    VALENTINE MUSEUM
    1015 E CLAY ST
    RICHMOND,VA23219     		N/A PC General & Unrestricted 2,000
    VIRGINIA FOUNDATION FOR ARCHITECTURE INCORPORATED
    2501 MONUMENT AVE
    RICHMOND,VA23220     		N/A PC General & Unrestricted 5,500
    VIRGINIA LEAGUE FOR PLANNED PARENTHOOD INC
    201 N HAMILTON ST
    RICHMOND,VA23221     		N/A PC General & Unrestricted 2,000
    WIKIMEDIA FOUNDATION INC
    149 NEW MONTGOMERY ST 3RD FL
    SAN FRANCISCO,CA94105     		N/A PC General & Unrestricted 1,000
    WISCONSIN HISTORY FOUNDATION INC
    816 STATE ST
    MADISON,WI53706     		N/A PC General & Unrestricted 250
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND
    6 N 5TH ST
    RICHMOND,VA23219     		N/A PC General & Unrestricted 2,500
    Total .................................bullet 3a 157,750
    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 ............     		         
    4 Dividends and interest from securities....     14 35,337  
    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 21,252  
    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)..   56,589  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1356,589
    (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 CompensationExplanation
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Person Name Explanation
    Kelly L Popovec for BNY Mellon *BNY MELLON, CO-TRUSTEE, WAS PAID $4,247 BY THE FOUNDATION TO PROVIDE INVESTMENT MANAGEMENT SERVICES. BNY MELLON RECEIVED NO COMPENSATION FOR SERVING AS A CO-TRUSTEE OF THE FOUNDATION. THE FEE FOR INVESTMENT MANAGEMENT SERVICES IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE.

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    TY 2013 DepreciationSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    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 InvestmentsCorpStockSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD. 17,745 15,803
    ABERCROMBIE & FITCH 10,716 4,607
    ALLEGHENY TECH 13,901 4,988
    AMERICA MOVIL SA 11,512 8,647
    AMERICAN EXPRESS CO 17,903 27,219
    APPLE INC. 23,118 69,005
    AT&T CORP 31,410 30,765
    BANK OF AMERICA CORP 32,103 10,665
    BARD C R INC. 13,239 21,430
    BAXTER INTERNATIONAL INC. 16,229 19,126
    BLACKROCK HIGH YIELD BOND INST 100,618 107,536
    BNY MELLON SM/MID CAP-M 91,197 100,521
    CISCO SYSTEMS INC 21,464 23,552
    COACH INC 9,898 15,436
    COCA-COLA CO 23,909 32,222
    DODGE & COX FUNDS INTERNATIONA 183,042 175,324
    EXELON CORPORATION 13,370 6,026
    EXPRESS SCRIPTS HOLDING CO. 10,788 20,721
    EXXON MOBIL CORP 36,900 60,315
    FACTSET RESH SYST INC. 17,149 27,145
    FIRST ENERGY CORP 17,241 8,245
    FRANKLIN RES INC 17,764 24,247
    GEN DYNAMICS CP 18,069 19,110
    GENERAL ELECTRIC CO 26,824 24,947
    GENERAL MILLS INC 13,923 24,206
    GILEAD SCIENCES INC 15,784 51,669
    GOLDMAN SACHS GROUP 36,281 26,589
    INTEL CORP 8,662 12,201
    JOHNSON & JOHNSON 21,721 31,415
    JP MORGAN CHASE & CO 22,834 29,532
    LOCKHEED MARTIN CORP 15,455 20,812
    MCDONALD'S CORP 17,495 28,624
    MERCK & CO INC. 20,579 17,768
    METLIFE INC. 12,562 10,245
    MICROSOFT CORPORATION 28,795 41,712
    NEWS CORP LTD CL A 1,898 3,802
    NIKE INC-CL B 13,964 51,037
    NORTHERN TRUST CORPORATION 13,873 11,759
    NOVARTIS AG ADR 22,421 32,393
    NVIDIA CORP 20,162 9,212
    OMNICOM GROUP 19,036 28,261
    ORACLE CORP 16,219 38,337
    PEPSICO INC 20,735 27,785
    PFIZER INC. 5,154 27,475
    PRAXAIR INC. 18,519 28,607
    PRECISION CASTPARTS 16,427 29,623
    PROCTER GAMBLE CO 20,963 33,785
    QUALCOMM INC 11,828 25,616
    ROCKWELL COLLINS INC 12,775 12,566
    SCHLUMBERGER LTD 27,695 38,747
    TEXTRON INC. 14,104 7,536
    TRANSOCEAN LTD. 16,496 6,474
    TWENTY-FIRST CENTURY, FOX INC 16,238 29,719
    UNITED TECHNOLOGIES CORP 1,132 23,329
    WAL-MART STORES INC. 10,241 18,099
    WALT DISNEY HOLDINGS CO. 12,933 29,032
    WELLPOINT INC 16,276 18,940

    TY 2013 InvestmentsLandSchedule2
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 11,106     11,106
    Bank Charges 14 14    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 4,247 4,247    


    TY 2013 TaxesSchedule
    Name:
    Bruce Ford Brown Charitable Trust
    EIN: 52-6063085
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 1,000      
    990-PF Excise Tax for 2012 185      
    Foreign Tax Paid 147 147