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
RHONA'S PLACE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)22 WEST PENNSYLVANIA AVENUE NO 606   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOWSON, MD21204
A Employer identification number

27-4477606
B Telephone number (see instructions)

(410) 339-7313
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$7,961,067J 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 206 188  
4 Dividends and interest from securities...... 117,020 117,020  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,768
b Gross sales price for all assets on line 6a 1,603,546
7 Capital gain net income (from Part IV, line 2)... 88,768
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)....... Click to see attachment 51,577 57,409  
12 Total. Add lines 1 through 11........ 257,571 263,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,061 2,003   38,058
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 22,763 4,553   18,210
b Accounting fees (attach schedule)....... Click to see attachment 7,000 350   6,650
c Other professional fees (attach schedule).... Click to see attachment 52,456 52,456   0
17 Interest............... 90 90   0
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,049 1,049   0
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 15 3   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,434 60,504   62,918
25 Contributions, gifts, grants paid........ 230,030 230,030
26 Total expenses and disbursements. Add lines 24 and 25 353,464 60,504   292,948
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -95,893
b Net investment income (if negative, enter -0-) 202,881
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............... 348,226 104,441 104,441
2 Savings and temporary cash investments.......... 579,389 900,776 900,776
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)........ 743,571 Click to see attachment932,363 932,363
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)........... 5,848,201 Click to see attachment5,978,279 5,978,279
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment134,823 Click to see attachment45,208 Click to see attachment45,208
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,654,210 7,961,067 7,961,067
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.................... 7,654,210 7,961,067
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,654,210 7,961,067
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,654,210 7,961,067
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 7,654,210
2 Enter amount from Part I, line 27a..................... 2 -95,893
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 402,750
4 Add lines 1, 2, and 3.......................... 4 7,961,067
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,961,067
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 PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
ENERGY TRANSFER PARTNERS LP P    
REGENCY ENERGY PARTNERS LP P    
CAPITAL GAINS 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 12,063   12,334 -271
b 26,052   25,582 470
c 14,500   9,815 4,685
d 20,965   21,124 -159
e 12,077   14,961 -2,884
214,544   167,076 47,468
1,193,507   1,189,830 3,677
3,574   3,161 413
49,273   58,936 -9,663
9,771   12,000 -2,229
      100
      -59
47,220     47,220
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       -271
b       470
c       4,685
d       -159
e       -2,884
      47,468
      3,677
      413
      -9,663
      -2,229
      100
      -59
      47,220
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 88,768
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 272,480 7,449,122 0.036579
2011 169,707 4,836,143 0.035091
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.071670
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 0.035835
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,680,179
5 Multiply line 4 by line 3....................... 5 275,219
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,029
7 Add lines 5 and 6......................... 7 277,248
8 Enter qualifying distributions from Part XII, line 4.............. 8 292,948
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 2,029
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 2,029
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 2,029
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,907
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,907
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 878
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet878 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletN/A
    14
    The books are in care ofbulletJERRY D FOCAS Telephone no.bullet (410) 339-7313
    Located atbullet22 W PENNSYLVANIA AVENUE SUITE 606TOWSONMD ZIP+4bullet21204
    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
    JERRY D FOCAS TRUSTEE
    2.00     		40,061 0 0
    22 WEST PENNSYLVANIA AVE STE 606
    TOWSON,MD21204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    384,009
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,029
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,029
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    381,980
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    381,980
    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
    381,980
    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 7 381,980
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 161,182
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 292,948
    a Applied to 2012, but not more than line 2a 161,182
    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..... 131,766
    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 ..........     		250,214
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    APLASTIC ANEMIA & MDS INTERNATIONAL FOUNDATION
    100 PARK AVE SUITE 108
    ROCKVILLE,MD20850     		N/A PUBLIC CHARITY RESTRICTED CONTRIBUTION TO SUPPORT THE FUNDING THE BONE MARROW GARDEN WEBINAR 15,000
    BALTIMORE SQUASHWISE
    3600 CLIPPER MILL ROAD
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING ACTIVITIES. 500
    BE THE MATCH
    3001 BROADWAY ST NE SUITE 601
    MINNEAPOLIS,MN55413     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    BELIEVE IN TOMORROW CHILDREN'S FOUNDATION
    6601 FREDERICK RD
    BALTIMORE,MD21228     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS. 5,000
    CATHOLIC CHARITIES
    320 CATHEDRAL STREET
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY TO SUPPORT ST. VINCENT'S VILLA AND VILLA MARIA 5,000
    CENTRAL SCHOLARSHIP BUREAU
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD21117     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 15,250
    CHARM CITY YOUTH LACROSSE LEAGUE
    PO BOX 1346
    BALTIMORE,MD21203     		N/A PUBLIC CHARITY UNRESTICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 7,500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    ENDURING HEARTS
    3600 DALLAS HWY SUITE 230
    MARIETTA,GA30064     		N/A PUBLIC CHARITY UNRESTRICTTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,500
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    BALTIMORE,MD21204     		N/A PUBLIC CHARITY SUPPORT ALUMNI RESEARCH SUPPORT FUND 60,080
    GBMC - LEGACY CHASE
    6701 NORTH CHARLES STREET
    BALTIMORE,MD21204     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    GILCHIST HOSPICE CARE - GILCHRIST KIDS
    11311 MCCORMICK ROAD STE 350
    HUNT VALLEY,MD21031     		N/A PUBLIC CHARITY TO HELP SUPPORT THE SALARY OF CHILD LIFE SPECIALIST 25,000
    GREYHOUND RESCUE INC
    862 CRESSEN DRIVE
    GERRARDSTOWN,WV25420     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    HOSPICE CUP INC
    PO BOX 1443
    ANNAPOLIS,MD21401     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,500
    IMMUNE DEFICIENCY FOUNDATION
    40 WEST CHESAPEAKE AVE STE 308
    TOWSON,MD21204     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 4,500
    LEADERSHIP THROUGH ATHLETICS
    2900 HAMMONDS FERRY RD
    LANDSDOWNE,MD21227     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    MARIPOSA CHILD SUCCESS PROGRAMS
    1500 UNION AVE STE 1310
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    MARYLAND SPCA
    3300 FALLS ROAD
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 4,000
    MCDONOGH FOREVER CAMPAIGN
    8600 MCDONOGH ROAD
    OWINGS MILLS,MD21117     		N/A PUBLIC CHARITY SUPPORT CONSTRUCTION OF INFIRMARY 25,000
    NFTE BALTIMORE
    300 EAST LOMBARD STREET SUITE 1111
    BALTIMORE,MD21202     		N/A PUBLIC CHARITY TO SUPPORT EXPANSION OF YOUTH ENTREPRENEUERSHIP PROGRAMS. 2,000
    PATHFINDERS FOR AUTISM
    303 INTERNATIONAL CIR STE 110
    HUNT VALLEY,MD21030     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 4,500
    PENN-MAR FOUNDATION
    310 OLD FREELAND ROAD
    FREELAND,MD21053     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO PROVIDE SUPPORT FOR ADULTS WITH DISABILITIES 10,000
    PENN-MAR FOUNDATION
    310 OLD FREELAND ROAD
    FREELAND,MD21053     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    PHILOXENIA HOUSE INC
    601 SOUTH PONCA STREET
    BALTIMORE,MD21224     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 500
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY RD
    STEVENSON,MD21153     		N/A PUBLIC CHARITY TO HELP SUPPORT MISSION: I'M HOME 3,000
    THE BALTIMORE STATION
    140 W WEST STREET
    BALTIMORE,MD21230     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 650
    THE BALTIMORE STATION
    PO BOX 27144 140 W WEST STREET
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 3,300
    THE HEALING HANDS FOUNDATION
    7 SCOTTS MANOR COURT
    BALTIMORE,MD21053     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,750
    THE MARYLAND ZOO IN BALTIMORE
    1876 MANSION HOUSE DRIVE
    BALTIMORE,MD21217     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    THE ULMAN CANCER FUND FOR YOUNG ADULTS
    921 E FORT AVE STE 325
    BALTIMORE,MD21230     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 4,500
    US LACROSS FOUNDATION
    113 WEST UNIVERSITY PARKWAY
    BALTIMORE,MD21210     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    WASHINGTON HOSPITAL CENTER FOUNDATION
    110 IRVING STREET NW
    WASHINGTON,DC20010     		N/A PUBLIC CHARITY MEDICAL- FISTULA MISSON 4,000
    Total .................................bullet 3a 230,030
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 206  
    4 Dividends and interest from securities....     14 117,020  
    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.....     14 51,577  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 88,768  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 257,571 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13257,571
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 7,000 350   6,650

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGL RES INC 11,808 11,808
    ALTRIA GROUP INC 31,672 31,672
    ALTRIA GROUP INC 10,365 10,365
    AMERICAN ELECTRIC POWER INC 8,881 8,881
    ASSOCIATED ESTATES RLTY CORP 10,914 10,914
    AT&T INC COM 10,548 10,548
    AT&T INC COM 9,142 9,142
    ATMOS ENERGY CORP COM 9,992 9,992
    B&G FOODS INC NEW COM 33,910 33,910
    B&G FOODS INC NEW COM 8,138 8,138
    BERKSHIRE HATHAWAY B NEW CL B 59,280 59,280
    BRISTOL MYERS SQUIBB CO 79,725 79,725
    BRISTOL MYERS SQUIBB CO 12,756 12,756
    BROOKFIELD INFRAST PARTNERS LP 11,766 11,766
    CATERPILLAR INC 31,784 31,784
    CINCINNATI FINL CORP COM 14,140 14,140
    CISCO SYSTEMS INC 8,972 8,972
    CONSOLIDATED COMMUNICATIONS HLDGS 8,048 8,048
    CONSOLIDATED EDISON INC 22,112 22,112
    DOMINION RES INC VA NEW COM 12,291 12,291
    DR PEPPER SNAPPLE GROUP INC 9,744 9,744
    DUKE ENERGY CORP NEW 8,971 8,971
    ENERGY TRANSFER PARTNERS LP UNIT REP L P INTEREST 5,725 5,725
    EPR PPTYS 10,815 10,815
    GENERAL ELECTRIC COMPANY 42,045 42,045
    GOVERNMENT PPTYS INCOME TR REIT 32,305 32,305
    HEALTHCARE REIT INC 7,500 7,500
    HEALTHCARE TR AMER INC CL A 1,279 1,279
    KINDER MORGAN INC 10,440 10,440
    KRAFT FOODS GROUP 23,343 23,343
    KRAFT FOODS GROUP 12,184 12,184
    MONDELEZ INTL INC CL A 7,060 7,060
    NATIONAL HEALTH INVS INC 9,537 9,537
    NATIONAL RETAIL PPTYS INC 10,009 10,009
    NORTHEAST UTILITIES COM 9,453 9,453
    NUCOR CORP 26,690 26,690
    PAYCHEX INC 11,383 11,383
    PHILIP MORRIS INTL INC 26,139 26,139
    PHILIP MORRIS INTL INC 8,713 8,713
    PROCTER & GAMBLE 48,846 48,846
    REGENCY ENERGY PARTNER 26,260 26,260
    SCANA CORP 7,978 7,978
    SELECT INCOME REIT COM SH BEN INT 6,952 6,952
    SPECTRA ENERGY CORP COM 39,894 39,894
    SPECTRA ENERGY CORP COM 12,823 12,823
    TRANSCANADA CORP COM 7,762 7,762
    UIL HLDG CORP COM 8,525 8,525
    VECTOR GROUP LTD COM 12,048 12,048
    VECTREN CORP COM 9,230 9,230
    VERIZON COMMUNICATIONS COM 49,140 49,140
    VERIZON COMMUNICATIONS COM 13,268 13,268
    XCEL ENERGY INC COM 10,058 10,058

    TY 2013 InvestmentsOtherSchedule2
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPS TRUST ETF FMV 19,569 19,569
    AMERICAN FD EUROPACIFIC GWTH FD CL F2 FMV 103,059 103,059
    AMERICAN FD WASHINGTON MUTUAL INV FD CL F2 FMV 119,549 119,549
    ANNALY CAPITAL MANAGEMENT INC FMV 9,970 9,970
    BARON SMALL CAP FD FMV 99,707 99,707
    BLACKROCK EQTY DIVIDEND FUND INSTL FMV 181,526 181,526
    BLACKROCK EQTY DIVIDEND FUND INSTL FMV 8 8
    BLACKROCK GLOBAL ALLOCATION FD INC INSTL FMV 70,976 70,976
    COLUMBIA ACORN INTL SELECT FD CL Z FMV 11,333 11,333
    DAVIS NEW YORK VENTURE FD CL A FMV 54,642 54,642
    DREYFUS APPRECIATION FD FMV 101,452 101,452
    DWS REEF REAL ESTATE SEC CL S FMV 28,012 28,012
    FEDERATED SHORT TERM INCOME INST SHARE FMV 100,665 100,665
    FIDELITY ADVISOR STATEGIC INC FD CL I FMV 169,122 169,122
    GOVERNMENT PPTYS INCOME TR COM SHS BEN INT FMV 8,449 8,449
    HUSSMAN STRATEGIC TOTAL RETURN FMV 46,234 46,234
    INVESCO DEVELOPING MARKETS FD CL Y FMV 72,561 72,561
    ISHARES 1-3YR CR BD ETF FMV 10,546 10,546
    ISHARES TR RUSSELL 2000 ETF FMV 11,536 11,536
    ISHARES RUSSELL 1000 GROWTH FMV 39,021 39,021
    ISHARES RUSSELL 1000 VALUE FMV 51,323 51,323
    JOHN HANCOCK FLOATING RATE INCM I FMV 105,991 105,991
    JOHN HANCOCK3 GLOBAL SHAREHOLDER YEILD CL A FMV 107,379 107,379
    JOHN HANCOCK2 STRATEGIC INCM OPPTY I FMV 167,486 167,486
    JOHN HANCOCK CLASSIC VALUE FUND CL I FMV 143,884 143,884
    LIBERTY PROPERTY TRUST SH BEN INT FMV 8,806 8,806
    LTC PPTYS INC FMV 7,078 7,078
    MAINSTAY LARGE CAP GROWTH FUND CL I FMV 201,673 201,673
    MFS INTL NEW DISCOVERY I FMV 39,301 39,301
    MONDELEZ INTL INC CL A FMV 52,950 52,950
    OPPENHEIMER DEVELOPING MKTS FD CL Y FMV 10,884 10,884
    PIMCO ENHANCED SHORT MATURITY ETF FMV 77,206 77,206
    PIMCO TOTAL RETURN INSTL CL FMV 160,629 160,629
    PIONEER STRATEGIC INCOME FD CL Y FMV 82,491 82,491
    PNC ULTRA SHORT BOND FUND CL I FMV 83,569 83,569
    PRUDENTIAL JENNISON NATURAL RESOURCES Z FMV 47,524 47,524
    PRUDENTIAL SHORT TERM CORP BD FD CL Z FMV 157,189 157,189
    PRUDENTIAL SHORT TERM CORP BD FD CL Z FMV 71,613 71,613
    RIDGEWORTH SEIX FLOAT RATE HIGH INC I FMV 110,616 110,616
    ROYCE PA MUTUAL FUND INVSTMENT CL FMV 37,658 37,658
    SPDR S&P 500 ETF FMV 3,509 3,509
    T ROWE PRICE EMERGING MKTS STOCK FD FMV 35,752 35,752
    THE OAKMARK INTL FUND FMV 71,696 71,696
    THORNBURG INTL VALUE FD CL I FMV 61,523 61,523
    VANGUARD TOTAL BOND MARKET ETF FMV 38,424 38,424
    VANGUARD FTSE ALL WORLD EX US ETF FMV 25,973 25,973
    VANGUARD FTSE DEVELOPED MKTS ETF FMV 81,776 81,776
    VANGUARD HIGH DIVIDEND YIELD ETF FMV 141,653 141,653
    VANGUARD HIGH YEILD CORP INVESTOR CL FMV 87,396 87,396
    VANGUARD FTSE EMERGING MARKETS ETF FMV 24,849 24,849
    VANGUARD SHORT TERM CORP BOND ETF FMV 21,700 21,700
    VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF FMV 25,898 25,898
    VANGUARD WELLESLEY INCOME INVESTOR CL FMV 89,147 89,147
    WASHINGTON REAL ESTATE INV TR SBI REIT FMV 9,344 9,344
    WELLS FARGO ADV SMALL CAP VALUE FD CL ADMIN FMV 65,484 65,484
    WMS CHESTNUT FUND FMV 665,106 665,106
    WMS FAIRMOUNT FUND, LLC FMV 1,545,862 1,545,862

    TY 2013 LegalFeesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 22,763 4,553   18,210


    TY 2013 OtherAssetsSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 134,823 0 0
    DISTRIBUTION RECEIVABLE 0 45,208 45,208


    TY 2013 OtherExpensesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 15 3   0


    TY 2013 OtherIncomeSchedule2
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH INCOME FROM PTP 51,577 57,409 51,577


    TY 2013 OtherIncreasesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Amount
    UNREALIZED GAIN/LOSS ON SECURITIES HELD FOR INVESTMENT 402,750


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 52,456 52,456   0


    TY 2013 TaxesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,049 1,049   0