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 08-01-2013 , and ending 07-31-2014
Name of foundation
RIDGEWAY EM-CHARITTUW
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

54-6202908
B Telephone number (see instructions)

(540) 665-4254
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$1,703,838J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 2,012 2,012  
4 Dividends and interest from securities...... 48,300 48,300  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,808
b Gross sales price for all assets on line 6a 619,562
7 Capital gain net income (from Part IV, line 2)... 70,808
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 121,120 121,120  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,236 23,236    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 1,443     1,443
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 4,657 1,483   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 273 273    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,609 24,992 0 1,443
25 Contributions, gifts, grants paid........ 79,256 79,256
26 Total expenses and disbursements. Add lines 24 and 25 108,865 24,992 0 80,699
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,255
b Net investment income (if negative, enter -0-) 96,128
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2    
2 Savings and temporary cash investments.......... 66,847 50,608 50,608
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 711,487 709,932 802,636
c Investments—corporate bonds (attach schedule)........ 760,369 801,881 800,835
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 57,564 46,484 49,759
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) 1,596,269 1,608,905 1,703,838
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......... 1,596,269 1,608,905
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,596,269 1,608,905
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,596,269 1,608,905
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 1,596,269
2 Enter amount from Part I, line 27a..................... 2 12,255
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 387
4 Add lines 1, 2, and 3.......................... 4 1,608,911
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 6
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,608,905
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 1431.298 STERLING CAPITAL TOTAL RETURN BOND FUND     2013-08-15
b 20. AGCO CORPORATION COMMON   2011-11-21 2013-09-19
c 80. ADIDAS AG   2013-07-11 2013-09-19
d 45. AFFILIATED MANAGERS GROUP INC   2011-11-21 2013-09-19
e 3. APPLE COMPUTER CORPORATION COMMON   2012-10-25 2013-09-19
40. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2011-11-21 2013-09-19
30. CENTENE CORP   2011-11-21 2013-09-19
20. CHICAGO BRIDGE & IRON CO NV   2011-11-21 2013-09-19
25. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2013-04-11 2013-09-19
80. COLUMBIA SPORTSWEAR CO   2011-11-21 2013-09-19
5. CUMMINS ENGINE CO INC COMMON   2013-07-11 2013-09-19
50. DARLING INTERNATIONAL INC COMMON   2011-11-21 2013-09-19
40. EMC CORPORATION COMMON   2013-07-11 2013-09-19
80. EMERSON ELECTRIC COMPANY   2013-07-11 2013-09-19
10. HANESBRANDS INC COMMON   2013-04-11 2013-09-19
20. IDEX CORP   2011-11-21 2013-09-19
70. KAMATSU LTD   2013-07-11 2013-09-19
444.776 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2009-05-08 2013-09-19
30. MEADWESTVACO CORP.   2011-11-21 2013-09-19
20. NEWFIELD EXPL CO COM   2011-11-21 2013-09-19
260. NIDEC CORPORATION   2013-07-11 2013-09-19
40. NORDSON CORP   2011-11-21 2013-09-19
30. OGE ENERGY CORP COMMON   2011-11-21 2013-09-19
242.161 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-06-17 2013-09-19
70. PEARSON PLC SPONSORED ADR   2013-07-11 2013-09-19
3453.224 PIMCO COMMODITY REAL RETURN STRATEGY INS     2013-09-19
10. POLARIS INDUSTRIES INC   2011-11-21 2013-09-19
90. POTASH CORP SASKATCHEWAN     2013-09-19
40. QUALCOMM INC COMMON   2012-10-25 2013-09-19
30. ROCHE HOLDING LTD ADR   2011-08-18 2013-09-19
80. SAFEWAY INC   2011-11-21 2013-09-19
10. SCHLUMBERGER LTD   2011-08-18 2013-09-19
50. SCHWAB CHARLES CORP NEW   2013-07-11 2013-09-19
560. SOFTWARE AG   2013-07-11 2013-09-19
10. THOR INDS INC COMMON   2011-11-21 2013-09-19
5. TIME WARNER CABLE INC   2012-10-25 2013-09-19
220. TOTO LTD   2013-07-11 2013-09-19
50. TRINITY INDS INC   2011-11-21 2013-09-19
30. URS CORP NEW   2011-11-21 2013-09-19
50. WESTERN UNION COMPANY COMMON   2012-12-12 2013-09-19
20. PENTAIR LTD COMMON   2011-11-21 2013-09-19
20. ABBOTT LABORATORIES   2012-10-25 2013-11-18
43.122 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2012-11-01 2013-11-18
20. BAXTER INTERNATIONAL INCORPORATED   2013-07-11 2013-11-18
5. BLACKROCK INC COMMON   2011-08-18 2013-11-18
40. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2011-11-21 2013-11-18
100. CAP GEMINI ADR   2013-07-11 2013-11-18
10. CHEVRON TEXACO CORP COMMON   2012-10-25 2013-11-18
140. COCA-COLA ENTERPRISES INC COMMON     2013-11-18
710. EUTELSAT COMMUNICATIONS   2013-09-19 2013-11-18
10. FLOWSERVE CORP COM   2011-11-21 2013-11-18
20. GENERAL MILLS, INCORPORATED   2013-07-11 2013-11-18
570. INFINEON TECHNOLOGY COMMON     2013-11-18
60. INTEL CORPORATION   2012-10-25 2013-11-18
231. ITAU UNIBANCO BANCO MULTIPLO SA     2013-11-18
143. ITAU UNIBANCO BANCO MULTIPLO SA     2013-11-18
40. MAXIM INTEGRATED PRODUCTS INC COMON   2013-07-11 2013-11-18
20. METLIFE COMMON   2013-07-11 2013-11-18
93.721 METROPOLITAN WEST TOTAL RETURN BOND FUND   2011-06-17 2013-11-18
40. MICROSOFT CORPORATION   2013-04-11 2013-11-18
30. NATURAL RESOURCE PARTNERS LP   2013-07-11 2013-11-18
44.883 NEUBERGER BERMAN STRATEGIC INCOME FUND-I   2013-04-11 2013-11-18
30. NORDSON CORP   2011-11-21 2013-11-18
20. OGE ENERGY CORP COMMON   2011-11-21 2013-11-18
15. OCCIDENTAL PETE CORP   2012-10-25 2013-11-18
10. OMNICOM GROUP INCORPORATED   2013-07-11 2013-11-18
115.17 PIMCO PIMS FOREIGN BOND FUND   2013-04-11 2013-11-18
15. PEPSICO INCORPORATED   2012-10-25 2013-11-18
40. PFIZER INCORPORATED   2013-07-11 2013-11-18
50. SAFEWAY INC   2011-11-21 2013-11-18
100. SCHWAB CHARLES CORP NEW   2013-07-11 2013-11-18
45. SHIRE PHARMACEUTICALS GROUP PLC   2013-07-11 2013-11-18
40. SPECTRA ENERGY CORPORATION   2013-07-11 2013-11-18
148.624 STERLING CAPITAL SECURITIZED OPPORTUNITI     2013-11-18
3696.41 STERLING CAPITAL SECURITIZED OPPORTUNITI   2012-08-08 2013-11-18
47.348 STERLING CAPITAL TOTAL RETURN BOND FUND   2006-03-16 2013-11-18
10. TARGET CORP COM   2011-08-18 2013-11-18
10. TIME WARNER CABLE INC   2012-10-25 2013-11-18
5. TIME WARNER CABLE INC   2013-07-11 2013-11-18
480. TOKYO ELECTRON LIMITED     2013-11-18
220.93 TOUCHSTONE FOCUSED FUND   2013-07-11 2013-11-18
15. THE TRAVELERS COMPANIES INC.   2013-07-11 2013-11-18
20. UNILEVER PLC-SPONSORED ADR     2013-11-18
10. UNITED PARCEL SERVICES B   2013-07-11 2013-11-18
10. ENSCO PLC   2013-07-11 2013-11-18
30. PERRIGO COMPANY     2013-12-23
20. ABBVIE INC COMMON   2012-10-25 2014-01-10
10. ABBVIE INC COMMON   2013-07-11 2014-01-10
60. ACCOR SA   2013-07-11 2014-01-10
40. EUROPEAN AERONAUT UNSP ADR   2013-07-11 2014-01-10
1660. ADR ALSTOM UNSPON ADR     2014-01-10
103.5 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2012-11-01 2014-01-10
30. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-07-11 2014-01-10
70. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR   2013-04-11 2014-01-10
70. BARCLAYS PLC ADR   2013-07-11 2014-01-10
30. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2011-11-21 2014-01-10
15. CHICAGO BRIDGE & IRON CO NV   2011-11-21 2014-01-10
189.57 COHEN & STEERS REALTY SHARES INSTITUTION   2011-06-17 2014-01-10
140. DEUSTCHE BOERSE AG ADR   2013-07-11 2014-01-10
40. GEA GROUP AG   2013-07-11 2014-01-10
20. GILEAD SCIENCES INC   2013-04-11 2014-01-10
20. HITACHI LTD   2013-09-19 2014-01-10
100. ICAP PLC   2013-07-11 2014-01-10
60. INTEL CORPORATION   2012-10-25 2014-01-10
20. INTEL CORPORATION   2013-07-11 2014-01-10
27.87 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO N   2009-05-08 2014-01-10
20. METLIFE COMMON   2013-07-11 2014-01-10
90.225 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-06-17 2014-01-10
110. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-07-11 2014-01-10
1050. TELE2 AB-B-UNSPON ADR ADR   2013-11-18 2014-01-10
30. TRINITY INDS INC   2011-11-21 2014-01-10
15. DAIMLER-CHRYSLER AG ORDINARY   2013-07-11 2014-01-10
50. ACCOR SA   2013-07-11 2014-02-21
30. AMERICAN EXPRESS COMPANY     2014-02-21
113.914 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2012-11-01 2014-02-21
6. BLACKROCK INC COMMON   2013-07-11 2014-02-21
2190. BOMBARDIER INC COMMON     2014-02-21
40. CAP GEMINI ADR   2013-07-11 2014-02-21
183.74 COHEN & STEERS REALTY SHARES INSTITUTION   2011-06-17 2014-02-21
184.96 COHEN & STEERS INTERNATIONAL REALTY FUND INC CL I FUND # 1396   2013-11-20 2014-02-21
308.916 DOUBLELINE TOTAL RETURN BOND FUND   2011-11-21 2014-02-21
2. GOOGLE INC CL A   2013-04-11 2014-02-21
40. HITACHI LTD   2013-09-19 2014-02-21
278.943 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2009-05-08 2014-02-21
108.83 METROPOLITAN WEST TOTAL RETURN BOND FUND   2011-06-17 2014-02-21
2. MITSUI & CO LTD   2013-07-11 2014-02-21
10. OMNICOM GROUP INCORPORATED   2013-07-11 2014-02-21
129.492 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-06-17 2014-02-21
10. ROCHE HOLDING LTD ADR   2011-08-18 2014-02-21
340. SONY FINANCIAL HOLDINGS INC ADR     2014-02-21
3324.028 STERLING CAPITAL CORPORATE FUND-I     2014-02-21
590.34 STERLING CAPITAL CORPORATE FUND-I   2013-02-21 2014-02-21
242.803 STERLING CAPITAL TOTAL RETURN BOND FUND   2006-03-16 2014-02-21
190. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2013-09-19 2014-02-21
110. TESCO PLC SPONS ADR     2014-02-21
250. TESCO PLC SPONS ADR     2014-02-21
4. VISA INC CLASS A SHARES COMMON   2013-07-11 2014-02-21
10. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2013-07-11 2014-02-21
.08 VERIZON COMMUNICATIONS INC   2014-02-24 2014-03-27
.273 VODAFONE GROUP PLC -SP ADR   2013-07-11 2014-03-27
.64 BLACKHAWK NETWORK HOLDINGS I COMMON -B   2014-04-15 2014-05-06
90. ACCOR SA   2013-07-11 2014-05-12
30. EUROPEAN AERONAUT UNSP ADR   2013-07-11 2014-05-12
170. AISIN SEIKO CO LTD UNSP ADR     2014-05-12
50. ADR AMERICA MOVIL S A DE CV   2013-07-11 2014-05-12
103.601 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2012-11-01 2014-05-12
420. ASAHI CHEM INDUS UNSPON ADR     2014-05-12
40. BAE SYSTEMS PLC SPON ADR   2014-02-21 2014-05-12
70. BARCLAYS PLC ADR   2013-07-11 2014-05-12
24. BLACKHAWK NETWORK HOLDINGS I COMMON -B     2014-05-12
150. CAP GEMINI ADR     2014-05-12
675.228 COHEN & STEERS INTERNATIONAL REALTY FUND INC CL I FUND # 1396   2013-11-20 2014-05-12
15. CUMMINS ENGINE CO INC COMMON   2013-07-11 2014-05-12
70. DBS GROUP HLDGS LTD SPONSORED ADR F/K/A DEVELOPMENT BK SINGAPORE L     2014-05-12
50. DBS GROUP HLDGS LTD SPONSORED ADR F/K/A DEVELOPMENT BK SINGAPORE L     2014-05-12
110. DEUSTCHE BOERSE AG ADR   2013-07-11 2014-05-12
10. GILEAD SCIENCES INC   2014-02-21 2014-05-12
30. GILEAD SCIENCES INC   2013-04-11 2014-05-12
40. HEINEKEN NV - UNSPON ADR   2013-07-11 2014-05-12
50. ICAP PLC     2014-05-12
90. IPSEN SA SPONSORED ADR   2014-01-10 2014-05-12
120. JULIUS BAER GROUP LTD   2013-07-11 2014-05-12
70. KAO CORP SPONS ADR   2013-07-11 2014-05-12
290. KAMATSU LTD     2014-05-12
40. LVMH MOET-HENNESSEY UNSPON ADR   2011-08-18 2014-05-12
404.02 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO     2014-05-12
40. MITSUBISHI ESTATE COMPANY LTD   2013-07-11 2014-05-12
20. MITSUI & CO LTD     2014-05-12
50. MONSTER BEVERAGE CORP COMMON     2014-05-12
70. NIPPON TELEG & TEL CORP     2014-05-12
162.879 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-06-17 2014-05-12
40. OTSUKA HOLDINGS LTD   2014-02-21 2014-05-12
60. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-07-11 2014-05-12
60. REPSOL S A   2013-07-11 2014-05-12
30. ROCHE HOLDING LTD ADR   2011-08-18 2014-05-12
90. ROGERS COMMUNICATIONS INC INC   2013-09-19 2014-05-12
80. KONINKLIJKE DSM NV-SPONS ADR   2013-07-11 2014-05-12
190. KONINKLIJKE KPN NV COMMON   2014-02-21 2014-05-12
150. SAFEWAY INC     2014-05-12
20. SAP AKTIENGESELLSCHAFT     2014-05-12
60. SAP AKTIENGESELLSCHAFT     2014-05-12
25. SCHLUMBERGER LTD     2014-05-12
100. SECOM CO LTD COMMON   2013-07-11 2014-05-12
60. SUNCOR ENERGY, INC   2013-04-11 2014-05-12
90. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2013-09-19 2014-05-12
30. TARGET CORP COM   2011-08-18 2014-05-12
40. TARGET CORP COM     2014-05-12
60. TECHNIP-COFLEXIP SA ADR   2013-07-11 2014-05-12
10. THOR INDS INC COMMON   2011-11-21 2014-05-12
40. TRINITY INDS INC   2011-11-21 2014-05-12
10. WPP PLC   2011-08-18 2014-05-12
25. DAIMLER-CHRYSLER AG ORDINARY   2013-07-11 2014-05-12
20. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2013-07-11 2014-05-12
30. APPLE COMPUTER CORPORATION COMMON   2012-10-25 2014-07-09
158.566 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2012-11-01 2014-07-09
5. BERKSHIRE HATHAWAY INC DEL CL B COMMON   2013-07-11 2014-07-09
20. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO   2011-11-21 2014-07-09
20. COCA COLA COMPANY   2013-09-19 2014-07-09
45.537 DOUBLELINE TOTAL RETURN BOND FUND   2011-11-21 2014-07-09
250.764 HOTCHKIS & WILEY HIGH YIELD FUND-I   2013-11-18 2014-07-09
390. ICAP PLC     2014-07-09
110. INTEL CORPORATION     2014-07-09
301.032 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO     2014-07-09
170. MEADWESTVACO CORP.   2011-11-21 2014-07-09
50. MEADWESTVACO CORP.     2014-07-09
204.373 METROPOLITAN WEST TOTAL RETURN BOND FUND   2011-06-17 2014-07-09
70. NEWFIELD EXPL CO COM   2011-11-21 2014-07-09
90. NIPPON TELEG & TEL CORP   2013-07-11 2014-07-09
143.292 OPPENHEIMER DEVELOPING MARKETS FUND CL Y     2014-07-09
147.163 PIMCO PIMS FOREIGN BOND FUND   2013-04-11 2014-07-09
81.73 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL   2014-02-21 2014-07-09
10. SCHLUMBERGER LTD   2012-08-08 2014-07-09
180. TECHNIP-COFLEXIP SA ADR     2014-07-09
10. TIMKENSTEEL CORP COMMON   2013-11-18 2014-07-09
55. TIMKENSTEEL CORP COMMON     2014-07-09
10. TORAY INDUSTRIES INC   2014-01-10 2014-07-09
10. WELLPOINT INC   2013-07-11 2014-07-09
.5 NOW INC/DE COMMON   2013-07-11 2014-07-15
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 15,000   15,740 -740
b 1,203   862 341
c 4,465   4,488 -23
d 8,492   3,896 4,596
e 1,420   1,837 -417
1,252   871 381
1,801   1,089 712
1,337   755 582
2,068   1,924 144
4,807   3,806 1,001
675   579 96
1,048   688 360
1,086   981 105
5,298   4,635 663
642   494 148
1,301   681 620
1,828   1,654 174
8,802   5,956 2,846
1,165   757 408
525   818 -293
5,239   4,646 593
2,976   1,724 1,252
1,092   760 332
9,076   8,318 758
1,444   1,330 114
20,098   22,543 -2,445
1,268   589 679
2,877   3,612 -735
2,796   2,301 495
1,976   1,240 736
2,519   1,531 988
893   763 130
1,051   1,066 -15
4,948   4,757 191
541   250 291
574   490 84
6,107   4,665 1,442
2,298   1,341 957
1,666   1,033 633
943   664 279
1,315   723 592
758   633 125
1,185   922 263
1,377   1,452 -75
1,527   771 756
1,454   871 583
3,201   2,572 629
1,205   1,100 105
5,861   5,225 636
5,378   5,481 -103
713   312 401
1,012   1,020 -8
5,415   5,146 269
1,477   1,296 181
3,431   3,574 -143
2,124   2,132 -8
1,179   1,143 36
1,056   972 84
1,003   985 18
1,493   1,154 339
598   670 -72
501   517 -16
2,187   1,293 894
764   507 257
1,464   1,209 255
702   661 41
1,225   1,258 -33
1,286   1,030 256
1,283   1,155 128
1,686   957 729
2,437   2,132 305
6,118   4,535 1,583
1,364   1,427 -63
1,465   1,500 -35
36,447   37,851 -1,404
501   480 21
665   494 171
1,212   979 233
606   577 29
6,561   6,005 556
7,308   6,630 678
1,329   1,240 89
803   622 181
1,016   917 99
614   596 18
4,566   3,976 590
1,019   687 332
510   437 73
559   430 129
756   542 214
5,685   5,575 110
2,802   2,213 589
831   639 192
894   646 248
1,319   1,292 27
1,147   653 494
1,233   566 667
7,907   7,752 155
1,203   957 246
1,888   1,504 384
1,491   1,032 459
1,619   1,349 270
1,512   1,194 318
1,530   1,296 234
510   479 31
506   373 133
1,082   972 110
3,316   3,099 217
1,156   863 293
5,959   6,405 -446
1,680   805 875
1,275   970 305
503   358 145
2,661   1,738 923
3,183   2,435 748
1,801   1,614 187
6,887   10,095 -3,208
1,539   1,029 510
8,075   7,513 562
2,103   2,170 -67
3,392   3,448 -56
2,415   1,577 838
3,177   2,698 479
4,887   3,735 1,152
1,161   1,144 17
613   532 81
749   661 88
4,637   4,448 189
754   413 341
5,659   5,951 -292
33,938   33,722 216
6,027   6,216 -189
2,579   2,460 119
3,379   3,359 20
1,841   1,874 -33
4,184   4,214 -30
894   757 137
674   540 134
4   4  
10   15 -5
15   16 -1
868   645 223
508   406 102
5,768   6,690 -922
1,003   1,068 -65
2,809   2,215 594
5,636   5,813 -177
1,106   1,104 2
1,209   1,292 -83
575   583 -8
5,254   3,954 1,300
7,893   7,920 -27
2,289   1,736 553
3,756   3,227 529
2,683   2,654 29
851   752 99
802   831 -29
2,405   1,548 857
1,388   1,370 18
662   612 50
1,016   1,068 -52
1,111   994 117
2,666   2,384 282
6,264   6,726 -462
1,572   1,276 296
7,794   6,299 1,495
945   1,129 -184
6,019   5,465 554
3,504   2,993 511
1,981   1,883 98
6,214   5,595 619
582   613 -31
643   471 172
1,637   1,329 308
1,083   620 463
3,680   3,868 -188
1,435   1,416 19
700   713 -13
5,147   2,531 2,616
1,533   1,577 -44
4,600   3,712 888
2,508   1,864 644
1,481   1,424 57
2,347   1,768 579
1,844   1,591 253
1,788   1,481 307
2,385   2,667 -282
1,648   1,677 -29
607   250 357
3,205   1,073 2,132
1,070   497 573
2,247   1,617 630
1,310   1,081 229
2,860   2,624 236
4,346   3,390 956
642   585 57
816   436 380
837   787 50
500   508 -8
3,353   3,290 63
4,770   4,845 -75
3,385   2,683 702
6,207   6,125 82
7,401   4,287 3,114
2,177   1,827 350
2,211   2,148 63
3,025   2,862 163
2,896   2,375 521
5,745   4,816 929
1,606   1,607 -1
949   913 36
1,167   734 433
4,808   4,995 -187
437   316 121
2,404   1,285 1,119
678   671 7
1,104   855 249
17   15 2
      7,181
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       -740
b       341
c       -23
d       4,596
e       -417
      381
      712
      582
      144
      1,001
      96
      360
      105
      663
      148
      620
      174
      2,846
      408
      -293
      593
      1,252
      332
      758
      114
      -2,445
      679
      -735
      495
      736
      988
      130
      -15
      191
      291
      84
      1,442
      957
      633
      279
      592
      125
      263
      -75
      756
      583
      629
      105
      636
      -103
      401
      -8
      269
      181
      -143
      -8
      36
      84
      18
      339
      -72
      -16
      894
      257
      255
      41
      -33
      256
      128
      729
      305
      1,583
      -63
      -35
      -1,404
      21
      171
      233
      29
      556
      678
      89
      181
      99
      18
      590
      332
      73
      129
      214
      110
      589
      192
      248
      27
      494
      667
      155
      246
      384
      459
      270
      318
      234
      31
      133
      110
      217
      293
      -446
      875
      305
      145
      923
      748
      187
      -3,208
      510
      562
      -67
      -56
      838
      479
      1,152
      17
      81
      88
      189
      341
      -292
      216
      -189
      119
      20
      -33
      -30
      137
      134
       
      -5
      -1
      223
      102
      -922
      -65
      594
      -177
      2
      -83
      -8
      1,300
      -27
      553
      529
      29
      99
      -29
      857
      18
      50
      -52
      117
      282
      -462
      296
      1,495
      -184
      554
      511
      98
      619
      -31
      172
      308
      463
      -188
      19
      -13
      2,616
      -44
      888
      644
      57
      579
      253
      307
      -282
      -29
      357
      2,132
      573
      630
      229
      236
      956
      57
      380
      50
      -8
      63
      -75
      702
      82
      3,114
      350
      63
      163
      521
      929
      -1
      36
      433
      -187
      121
      1,119
      7
      249
      2
       
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 70,808
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 79,764 1,592,963 0.050073
2011 81,909 1,569,682 0.052182
2010 81,055 1,593,552 0.050864
2009 67,939 1,507,969 0.045053
2008 80,728 1,353,628 0.059638
2 Total of line 1, column (d) ...................... 2 0.25781
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 0.051562
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,639,677
5 Multiply line 4 by line 3....................... 5 84,545
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 961
7 Add lines 5 and 6......................... 7 85,506
8 Enter qualifying distributions from Part XII, line 4.............. 8 80,699
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 1,923
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,923
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,923
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,644
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,644
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 721
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet721 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletBRANCH BANKING & TRUST COMPANY Telephone no.bullet (540) 665-4254
    Located atbullet38 ROUSE AVEWINSCHESTERVA ZIP+4bullet22601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    1     		23,236    
    38 ROUSE AVE
    WINCHESTER,VA22601
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    81,984
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,923
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,923
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    80,061
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    80,061
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    80,061
    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 80,061
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 15,765
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 80,699
    a Applied to 2012, but not more than line 2a 15,765
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 64,934
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		15,127
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    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 or e-mail address of the person to whom applications should be addressed:
    DENA KANE
    38 ROUSS AVE
    WINCHESTER,VA226014738
    (540) 665-4218
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST - MUST DEMONSTRATE NEED AND QUALIFICATIONS WITHIN PARAMETERS OF FOUNDATION PURPOSE.
    cAny submission deadlines:
    MAY 31, ANNUALLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITIES MUST BE IN WINCHESTER AND SURROUNDING AREAS. EMPHASIS IS PLACED ON PERSONAL SERVICES.
    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
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73162     		NONE PUBLIC CHARITY GENERAL FUNDS 500
    BILLY GRAHAM EVANGELISTIC ASSN
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201     		NONE PUBLIC CHARITY GENERAL FUNDS 9,626
    FERRUM COLLEGE
    COLLEGE RELATIONS OFFICE
    FERRUM,VA24088     		NONE PUBLIC CHARITY SCHOLARSHIP FUNDS 9,626
    DAUGHTERS OF THE
    AMERICAN REVOLUTION
    1776 D STREET NW - ADM BLDG
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY GENERAL FUNDS 9,626
    ADULT CARE CENTER OF THE NORTHERN
    SHENANDOAH VALLEY INC
    115 WOLFE ST
    WINCHESTER,VA22601     		NONE PUBLIC CHARITY TO ASSIST NEEDY ELDERLY 1,300
    AMERICAN RED CROSS
    561 FORTRESS DR
    WINCHESTER,VA22603     		NONE PUBLIC CHARITY EMERGENCY ASSISTANCE 900
    BIG BROTHERSBIG SISTERS OF
    WINCHESTER FREDERICK & CLARKE CNTY
    121 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22601     		NONE PUBLIC CHARITY GENERAL FUNDS 1,100
    BLUE RIDGE AREA FOOD BANK
    P O BOX 937
    VERONA,VA24482     		NONE PUBLIC CHARITY PUBLIC ASSISTANCE FOR NEEDY 1,500
    BLUE RIDGE HOSPICE INC
    333 WEST CORK ST
    WINCHESTER,VA22604     		NONE PUBLIC CHARITY GENERAL FUNDS 1,200
    C-CAP OF WINCHESTER
    PO BOX 2112
    WINCHESTER,VA22604     		NONE PUBLIC CHARITY GENERAL FUNDS 1,200
    CHILD ASSAULT PREVENTION PROGRAM
    125 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602     		NONE PUBLIC CHARITY GENERAL FUNDS 1,000
    CONCERN HOTLINE
    P O BOX 2032
    WINCHESTER,VA22601     		NONE PUBLIC CHARITY GENERAL FUNDS 1,900
    FREE MEDICAL CLINIC OF WINCHESTER
    301 N CAMERON ST SUITE 100
    WINCHESTER,VA22601     		NONE PUBLIC CHARITY GENERAL FUNDS 1,500
    KIDS ARE OUR CONCERN (CLEAN)
    123 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602     		NONE PUBLIC CHARITY GENERAL FUNDS 500
    UNITED WAY OF WINCHESTER
    FREDERICK & CLARKE COUNTIES
    PO BOX 460
    WINCHESTER,VA22604     		NONE PUBLIC CHARITY GENERAL FUNDS 800
    WILLIAM AND HENRY EVANS HOME INC
    330 EAST LEICESTER ST
    WINCHESTER,VA22601     		NONE PUBLIC CHARITY GENERAL FUNDS 400
    HEALTHY FAMILIES OF THE
    NORTHERN SHENANDOAH VALLEY
    P O BOX 146
    GORE,VA22637     		NONE PUBLIC CHARITY GENERAL FUNDS 900
    NATIONAL DIVISION OF GENERAL BOARD
    GLOBAL MISSIONS OF UMC
    475 RIVERSIDE DRIVE
    NEW YORK,NY10115     		NONE PUBLIC CHARITY GENERAL FUNDS 9,626
    SALVATION ARMY OF WINCHESTER
    P O BOX 2745
    WINCHESTER,VA22604     		NONE PUBLIC CHARITY GENERAL FUNDS 900
    VIRGINIA UNITED METHODIST FAMILY
    SERVICES
    3900 WEST BROAD ST
    RICHMOND,VA23230     		NONE PUBLIC CHARITY ASSIST NEEDY FAMILIES 19,252
    THE LAUREL CENTER
    POST OFFICE BOX 14
    WINCHESTER,VA22604     		NONE EXEMPT GENERAL FUNDS 1,400
    BOYS AND GIRLS CLUB OF NORTHERN
    WINCHESTER
    121 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602     		NONE EXEMPT COMMUNITY 1,000
    WINCHESTER EDUCATION FOUNDATION
    14 NORTH BRADDOCK STREET
    WINCHESTER,VA22601     		NONE EXEMPT EDUCATIONAL 3,000
    TIMBER RIDGE SCHOOL
    PO BOX 3160
    WINCHESTER,VA22604     		NONE EXEMPT EDUCATIONAL 500
    Total .................................bullet 3a 79,256
    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 2,012  
    4 Dividends and interest from securities....     14 48,300  
    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 70,808  
    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)..   121,120  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13121,120
    (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 OtherDecreasesSchedule
    Name:
    RIDGEWAY EM-CHARITTUW
    EIN: 54-6202908
    Description Amount
    ADJUSTMENT FOR ROUNDING 6


    TY 2013 OtherIncreasesSchedule
    Name:
    RIDGEWAY EM-CHARITTUW
    EIN: 54-6202908
    Description Amount
    DIFF IN MUTUAL FDS REC/REPORTED 387