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 07-01-2013 , and ending 06-30-2014
Name of foundation
DEUPREE FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 292   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLLINSVILLE, CT06022
A Employer identification number

31-1746946
B Telephone number (see instructions)

(860) 738-7869
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$7,516,350J 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      
4 Dividends and interest from securities...... 221,541 221,541  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 639,811
b Gross sales price for all assets on line 6a 2,052,641
7 Capital gain net income (from Part IV, line 2)... 639,811
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 861,352 861,352  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,030 9,030    
c Other professional fees (attach schedule).... Click to see attachment 34,774 34,774    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 17,264 2,022    
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 203      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,271 45,826   0
25 Contributions, gifts, grants paid........ 243,795 243,795
26 Total expenses and disbursements. Add lines 24 and 25 305,066 45,826   243,795
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 556,286
b Net investment income (if negative, enter -0-) 815,526
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 117,671 70,856 70,856
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)........ 4,796,745 Click to see attachment5,388,237 7,445,494
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,914,416 5,459,093 7,516,350
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) Click to see attachment11,609  
23 Total liabilities (add lines 17 through 22).......... 11,609 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,902,807 5,459,093
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,902,807 5,459,093
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,914,416 5,459,093
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 4,902,807
2 Enter amount from Part I, line 27a..................... 2 556,286
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,459,093
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,459,093
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 1035 SH ACCENTURE PLC P 2013-02-20 2013-07-03
b 125 SH SOUTHERN COMPANY P 2008-04-22 2013-11-18
c 1345 SH BRISTOL MYERS SQUIBB P 2008-11-10 2014-03-20
d 1790 SH BANK OF NOVA SCOTIA P 2007-03-02 2013-07-03
e 1600 SH SOUTHERN COMPANY P 2008-06-19 2013-11-18
1300 SH INTEL CORP P 2009-12-04 2014-03-20
1650 SH ANALOG DEVICES INC P 2012-03-19 2013-08-22
1540 SH SOUTHERN COMPANY P 2008-10-03 2013-11-18
935 SH INTEL CORP P 2011-03-14 2014-03-20
340 SH BLACKROCK INC P 2011-09-21 2013-08-02
950 SH AUTOMATIC DATA PROCESSING P 2008-03-10 2013-12-09
1015 SH INTEL CORP P 2011-07-28 2014-03-20
505 SH DIGITAL RLTY TR INC P 2011-06-10 2013-08-02
1820 SH KINDER MORGAN INC P 2011-11-15 2013-12-09
1100 SH ONEOK INC P 2010-12-06 2014-02-26
505 SH DIGITAL RLTY TR INC P 2011-07-28 2013-08-02
1080 SH AT&T INC P 2008-03-11 2014-01-09
1725 SH WILLIAMS COMPANIES P 2012-02-03 2014-02-26
60 SH DIGITAL RLTY TR INC P 2013-06-19 2013-08-02
55 SH AT&T INC P 2008-10-02 2014-01-09
490 SH AUTOMATIC DATA PROCESSING P 2008-03-10 2014-04-15
1345 SH NATIONAL RETAIL PPTYS P 2009-02-17 2013-08-22
165 SH KIMBERLY CLARK P 2009-04-22 2014-01-09
455 SH CULLEN FRST BKRS P 2013-07-03 2014-05-14
1405 SH NATIONAL RETAIL PPTYS P 2010-08-12 2013-08-22
760 SH MCDONALDS CORP P 2007-10-04 2014-01-09
3975 SH MATTEL INC P 2011-03-14 2014-04-15
215 SH UNITED TECHS CORP P 2009-04-01 2013-08-22
265 SH AT&T INC P 2008-10-02 2014-02-11
1305 SH HCP INC P 2008-11-18 2014-06-19
451 SH UNITED TECHS CORP P 2009-04-22 2013-08-22
725 SH AT&T INC P 2008-10-31 2014-02-11
1320 SH INTEL CORP P 2011-07-28 2014-06-06
370 SH UNITED TECHS CORP P 2012-06-25 2013-08-22
560 SH AT&T INC P 2008-11-13 2014-02-11
665 SH INTEL CORP P 2011-09-16 2014-06-06
565 SH GENUINE PARTS CO P 2008-10-31 2013-09-13
835 SH BRISTOL MYERS SQUIBB P 2008-11-10 2014-02-11
615 SH WILLIAMS COMPANIES P 2012-02-03 2014-06-19
3280 SH KINDER MORGAN INC P 2011-11-15 2013-09-13
977 SH ONE GAS INC P 2010-12-06 2014-02-11
350 SH CULLEN FRST BKRS P 2013-07-03 2014-06-06
1300 SH BRISTOL MYERS SQUIBB P 2008-11-10 2013-11-18
FRACTION SH ONE GAS INC P 2010-12-06 2014-02-10
285 SH CULLEN FRST BKRS P 2013-07-03 2014-06-19
(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 74,653   77,833 -3,180
b 5,282   4,582 700
c 72,279   27,895 44,384
d 94,462   75,874 18,588
e 67,614   55,984 11,630
33,058   26,688 6,370
78,077   66,595 11,482
65,079   58,197 6,882
23,777   19,373 4,404
96,782   52,195 44,587
74,634   37,422 37,212
25,811   22,980 2,831
27,600   32,221 -4,621
60,909   51,021 9,888
64,754   25,628 39,126
27,600   30,252 -2,652
36,179   38,674 -2,495
71,045   51,386 19,659
3,279   3,659 -380
1,842   1,548 294
35,974   19,302 16,672
41,445   18,895 22,550
17,130   8,232 8,898
33,931   31,415 2,516
43,293   32,563 10,730
72,427   42,659 29,768
151,505   94,300 57,205
22,070   9,339 12,731
8,657   7,457 1,200
53,215   26,183 27,032
46,296   21,676 24,620
23,685   20,097 3,588
36,603   29,885 6,718
37,981   27,324 10,657
18,295   14,913 3,382
18,440   14,690 3,750
45,035   22,270 22,765
43,177   17,318 25,859
35,023   18,320 16,703
114,949   91,951 22,998
31,686   13,222 18,464
26,874   24,166 2,708
67,866   26,962 40,904
16   6 10
22,352   19,678 2,674
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       -3,180
b       700
c       44,384
d       18,588
e       11,630
      6,370
      11,482
      6,882
      4,404
      44,587
      37,212
      2,831
      -4,621
      9,888
      39,126
      -2,652
      -2,495
      19,659
      -380
      294
      16,672
      22,550
      8,898
      2,516
      10,730
      29,768
      57,205
      12,731
      1,200
      27,032
      24,620
      3,588
      6,718
      10,657
      3,382
      3,750
      22,765
      25,859
      16,703
      22,998
      18,464
      2,708
      40,904
      10
      2,674
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 2 639,811
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 4,338
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 137,520 6,143,163 0.022386
2011 279,361 5,546,993 0.050363
2010 246,809 5,081,775 0.048567
2009 227,510 4,488,323 0.050689
2008 210,076 4,376,587 0.048000
2 Total of line 1, column (d) ...................... 2 0.220005
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 0.044001
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,843,672
5 Multiply line 4 by line 3....................... 5 301,128
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,155
7 Add lines 5 and 6......................... 7 309,283
8 Enter qualifying distributions from Part XII, line 4.............. 8 243,795
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 16,311
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 16,311
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,311
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 8,880
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 8,880
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 37
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,468
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 addressbulletNONE
    14
    The books are in care ofbulletRICHARD R DEUPREE III Telephone no.bullet (810) 231-9989
    Located atbullet4696 HYDALE DRIVEPINCKNEYMI ZIP+4bullet48169
    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
     
     
    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
    THOMAS R DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    480 NORTH MAIN STREET
    SUFFIELD,CT06078
    SUSAN D JONESClick to see attachment PRESIDENT
    0.00     		0 0 0
    PO BOX 126
    NEW HARTFORD,CT06057
    RICHARD R DEUPREE IIIClick to see attachment TREASURER
    0.00     		0 0 0
    4696 HYDALE DRIVE
    PINCKNEY,MI48169
    KATO DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    2540 N KEDZIE BOULEVARD
    CHICAGO,IL60647
    ANDI JONESClick to see attachment DIRECTOR
    0.00     		0 0 0
    28 RIVERDALE AVENUE
    PORT CHESTER,NY10573
    KAROLEN DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    205 PONY SOLDIER RD
    SEDONA,AZ86336
    TAYLOR DEUPREEClick to see attachment DIRECTOR
    0.00     		0 0 0
    63 OLD STONE HILL RD
    POUND RIDGE,NY10576
    KRISTINE CRAMERClick to see attachment DIRECTOR
    0.00     		0 0 0
    6000 NE BAKER HILL RD
    BAINBRIDGE ISLAND,WA98110
    MARTHA CHONGClick to see attachment DIRECTOR
    0.00     		0 0 0
    560 61ST STREET
    OAKLAND,CA94609
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    342,184
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    16,311
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    325,873
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    325,873
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    325,873
    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 7 325,873
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 141,865
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 243,795
    a Applied to 2012, but not more than line 2a 141,865
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 101,930
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		223,943
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    AUDUBON SHARON
    325 CORNWALL BRIDGE ROAD
    SHARON,CT06069     		    GEN OPER BUDGET 1,000
    BICYCLE ALLIANCE OF WASHINGTON
    311 3RD AVENUE SOUTH
    SEATTLE,WA98104     		    GEN OPER BUDGET 4,500
    CONNECTICUT COLLEGE
    270 MOHEGAN AVE
    NEW LONDON,CT06320     		    GEN OPER BUDGET 6,000
    FOWLERVILLE NAZ CHURCH
    PO BOX 477
    FOWLERVILLE,MI48836     		    GEN OPER BUDGET 10,500
    GLEANERS
    2131 BEAUFAIT
    DETROIT,MI48207     		    GEN OPER BUDGET 500
    LOVE INC
    820 GRAND RIVER AVENUE
    HOWELL,MI48843     		    GEN OPER BUDGET 5,500
    POSITIVE FUTURES NETWORK
    284 MADRONA WAY
    NE 116
    BAINBRIDGE ISLAND,WA98110     		    YES MAGAZINE EDUCATION OUTREACH 8,500
    POUND RIDGE AMBULANCE CORPS
    177 WEST CHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    POUND RIDGE FIRE DEPT
    80 WEST CHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    POUND RIDGE LAND CONSERVANCY
    PO BOX 173
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    POUND RIDGE NEIGHBOR TO NEIGHBOR
    179 WEST CHESTER AVE
    POUND RIDGE,NY10576     		    GEN OPER BUDGET 2,000
    SEATTLE EDUCATON ACCESS
    1408 NE 50TH ST
    SUITE 202
    SEATTLE,WA98106     		    GEN OPER BUDGET 2,000
    AIDS LEGAL REFERRAL PANEL
    1663 MISSION STREET
    SUITE 500
    SAN FRANCISCO,CA94103     		    GEN OPER BUDGET 2,500
    ALAMEDA COUNTY COMMUNITY FOOD BANK
    7900 EDGEWATER DRIVE
    OAKLAND,CA94621     		    GEN OPER BUDGET 2,500
    BAINBRIDGE ISLAND LAND TRUST
    147 FINCH PLACE SW
    SUITE 3
    BAINBRIDGE ISLAND,WA98110     		    GEN OPER BUDGET 1,000
    BAINBRIDGE SCHOOLS FOUNDATION
    8489 MADISON AVENUE
    BAINBRIDGE ISLAND,WA98110     		    GEN OPER BUDGET 2,000
    BERKELEY EAST BAY HUMANE SOCIETY
    2700 NINTH STREET
    BERKELEY,CA94710     		    GEN OPER BUDGET 2,500
    BIG CAT RESCUE
    12802 EASY STREET
    TAMPA,FL33625     		    GEN OPER BUDGET 1,000
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVENUE
    CINCINNATI,OH45208     		    GEN OPER BUDGET 30,000
    CANTON CONNECTIONS
    PO BOX 374
    COLLINSVILLE,CT06022     		    GEN OPER BUDGET 500
    CARVER CENTER
    400 WESTCHESTER AVENUE
    PORT CHESTER,NY10573     		    GEN OPER BUDGET 4,000
    CAT DEPOT
    2542 17TH STREET
    SARASOTA,FL34234     		    GEN OPER BUDGET 2,500
    CHILDREN'S DISCOVERY MUSEUM
    101 E BEAUFORT STREET
    NORMAL,IL61761     		    GEN OPER BUDGET 1,000
    CHRISTIAN RESOURCES INTERNATIONAL
    200 FREE STREET
    FOWLERVILLE,MI48836     		    GEN OPER BUDGET 3,000
    CITY SLICKERS FARMS
    1625 16 TH STREET
    OAKLAND,CA94607     		    GEN OPER BUDGET 2,500
    COMMUNITY CATS
    402 OLD POST ROAD
    BEDFORD,NY10506     		    GEN OPER BUDGET 4,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		    TYPHOON HAIYAN RELIEF 5,000
    DON BOSCO COMMUNITY CENTER
    22 DON BOSCO PLACE
    PORT CHESTER,NY10573     		    GEN OPER BUDGET 4,000
    DREAMCHASER HORSE RESCUE & REHAB
    48019 N 7TH AVENUE
    NEW RIVER,AZ85087     		    GEN OPER BUDGET 5,100
    DREAMCATCHERS EMPOWERMENT NETWORK
    1125 MISSOURI STREET
    SUITE 109
    FAIRFIELD,CA94533     		    GEN OPER BUDGET 2,000
    EAST BAY SPCA
    8223 BALDWIN STREET
    OAKLAND,CA94621     		    GEN OPER BUDGET 2,500
    EAST SIDE ARTS ALLIANCE
    PO BOX 17008
    OAKLAND,CA94601     		    GEN OPER BUDGET 1,000
    FAMILY IMPACT CENTER
    735 N GRAND AVENUE
    FOWLERVILLE,MI48836     		    GEN OPER BUDGET 500
    FRIENDS AGAINST ABUSE
    407 4TH STREET
    INTERNATIONAL FALLS,MN56649     		    GEN OPER BUDGET 500
    GARDEN INSTITUTE
    48 JOHN STREET
    CAMDEN,ME04843     		    GEN OPER BUDGET 4,000
    GARDENING THE COMMUNITY
    PO BOX 90774
    SPRINGFIELD,MA01139     		    GEN OPER BUDGET 1,125
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		    GEN OPER BUDGET 2,000
    HOSPICE OF CINCINNATI
    4360 COOPER ROAD
    CINCINNATI,OH45242     		    GEN OPER BUDGET 2,000
    HOSPICE OF WAKE COUNTY
    250 HOSPICE CIRCLE
    RALEIGH,NC27607     		    GEN OPER BUDGET 3,550
    HUMANE SOCIETY OF NW MONTANA
    100 ADOPT A PET WAY
    KALISPELL,MT59903     		    GEN OPER BUDGET 3,015
    INTERNATIONAL BEGINNING MINISTRIES
    805 SOUTHWOOD STREET
    ANDERSON,SC29624     		    BUILDING FUND 3,000
    JESUS FILM HARVEST PARTNERS
    15055 WEST 116TH STREET
    OLATHE,KS66062     		    GEN OPER BUDGET 1,700
    LOGAN SQUARE PRESERVATION
    PO BOX 47282
    CHICAGO,IL60647     		    GEN OPER BUDGET 1,000
    NOURISH
    38 KEYES AVENUE
    BOX 17
    SAN FRANCISCO,CA94129     		    GEN OPER BUDGET 4,200
    OLD TOWN SCHOOL FOLK MUSIC
    4544 N LINCOLN AVENUE
    CHICAGO,IL60625     		    GEN OPER BUDGET 20,000
    PACIFIC SCIENCE CENTER
    200 SECOND AVENUE NORTH
    SEATTLE,WA98109     		    GEN OPER BUDGET 1,700
    PAWS ANIMAL WELFARE SOCIETY
    3170 23RD STREET
    SAN FRANCISCO,CA94110     		    GEN OPER BUDGET 3,000
    PEACE FOR THE STREETS BY KIDS
    1814 SUMMIT AVENUE
    SEATTLE,WA98122     		    GEN OPER BUDGET 500
    PERALTA COLLEGES FOUNDATION
    333 EAST 8TH STREET
    OAKLAND,CA94606     		    GEN OPER BUDGET 8,000
    POUND RIDGE LIBRARY FOUNDATION
    PO BOX 515
    POUND RIDGE,NY10576     		    MAJOR RENOVATIONS 7,500
    RED LAKE ROSIE'S RESCUE
    23880 SOUTH GOOD ROAD
    TRAIL,MN56684     		    GEN OPER BUDGET 3,000
    SAN ANTONIO PETS ALIVE
    PO BOX 830006
    SAN ANTONIO,TX78283     		    GEN OPER BUDGET 3,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE
    JACKSONVILLE,OR97530     		    GEN OPER BUDGET 1,500
    SEDONA CHARTER SCHOOL
    165 KACHINA DRIVE
    SEDONA,AZ86336     		    GEN OPER BUDGET 3,000
    SOUND DISCIPLINE
    2135 N 51ST
    SEATTLE,WA98103     		    GEN OPER BUDGET 2,000
    SQUEAKY WHEELS
    221 WINSLOW WAY W
    BAINBRIDGE ISLAND,WA98110     		    GEN OPER BUDGET 1,000
    STARFISH LEARNING CTR
    1543 HOWARD STREET
    CHICAGO,IL60626     		    GEN OPER BUDGET 3,000
    STILLWATERS ENVIRONMENTAL CTR
    26059 BARBER CUT OFF ROAD
    KINGSTON,WA98346     		    GEN OPER BUDGET 2,280
    SUMMER OF SOLUTIONS HARTFORD
    96 HENLEY WAY
    AVON,CT06001     		    GEN OPER BUDGET 3,600
    THE COMMUNITY PERFORMANCE ENSEMBLE
    1200 NORTH 13TH STREET
    EAST ST LOUIS,IL62201     		    GEN OPER BUDGET 1,200
    TUOLUMNE RIVER TRUST
    312 SUTTER STREET
    SUITE 402
    SAN FRANCISCO,CA94108     		    GEN OPER BUDGET 10,000
    U OF CAL-SANTA CRUZ LIBRARY
    1156 HIGH STREET
    SANTA CRUZ,CA95064     		    GRATEFUL DEAD ARCHIVES 4,000
    VERMONT STUDIO CENTER
    PO BOX 613
    JOHNSON,VT05656     		    GEN OPER BUDGET 3,900
    VILLAGE FOR FAMILIES AND CHILDREN
    1680 ALBANY AVENUE
    HARTFORD,CT06105     		    GEN OPER BUDGET 1,000
    VOLUNTEERS IN PSYCHOTHERAPY
    7 SOUTH MAIN STREET
    WEST HARTFORD,CT06107     		    GEN OPER BUDGET 1,500
    UNIVERSITY OF WASHINGTON
    BOX 354115
    SEATTLE,WA98195     		    RARE PLANT CARE AND CONSERVATION 2,000
    WAYFINDER SCHOOLS
    79 WASHINGTON STREET
    CAMDEN,ME04843     		    GEN OPER BUDGET 1,925
    YANKEE AIR MUSEUM
    47884 D STREET
    BELLEVILLE,MI48111     		    GEN OPER BUDGET 500
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712     		    GEN OPER BUDGET 3,000
    Total .................................bullet 3a 243,795
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 221,541  
    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 .............     		    18 639,811  
    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)..   861,352  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13861,352
    (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:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLEMING BROCKSCHMIDT & DURKIN 9,030 9,030    

    TY 2013 CompensationExplanation
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Person Name Explanation
    THOMAS R DEUPREE  
    SUSAN D JONES  
    RICHARD R DEUPREE III  
    KATO DEUPREE  
    ANDI JONES  
    KAROLEN DEUPREE  
    TAYLOR DEUPREE  
    KRISTINE CRAMER  
    MARTHA CHONG  

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE 131,701 213,061
    ACCENTURE    
    ALTRIA GROUP INC 88,212 172,583
    ANALOG DEVICES INC 151,486 186,001
    AT&T INC    
    AUTOMATIC DATA PROC 71,507 95,057
    BANK OF NOVA SCOTIA    
    BAXTER INTL 168,789 192,318
    BCE INC 106,569 133,132
    BLACKROCK INC 160,645 210,936
    BRISTOL-MYERS SQUIBB CO    
    CHEVRON CORP 198,331 235,643
    CISCO SYSTEMS 161,839 198,800
    COCA COLA COM 147,387 180,242
    CULLEN FRST BKRS PV 98,528 104,834
    DIGITAL RLTY TR INC    
    EMERSON ELEC CO 106,672 187,135
    GALLAGHER ARTHUR J 92,781 121,393
    GENERAL ELECTRIC 182,920 222,854
    GENUINE PARTS CO 54,741 104,043
    GLAXOSMITHKLINE PLC 121,155 148,407
    HCP INC 58,366 88,139
    HEALTH CARE REIT INC COM 96,080 155,108
    INTEL CORP 79,477 105,833
    JOHNSON AND JOHNSON COM 193,510 291,367
    KIMBERLY CLARK 123,325 232,450
    KINDER MORGAN    
    KRAFT FOODS GROUP 168,392 215,221
    MATTEL INC    
    MCDONALDS CORP COM 116,116 193,925
    MERCK AND CO INC 139,679 189,170
    MICROSOFT 130,203 197,867
    NATIONAL RETAIL PPTYS    
    NEXTERA ENERGY INC SHS 75,398 135,581
    NOVARTIS ADR 103,687 191,471
    ONEOK INC 65,469 191,305
    PHILIP MORRIS INTL INC 104,576 172,836
    PROCTER & GAMBLE 70,725 170,147
    QUALCOMM 155,476 193,248
    REALTY INCM CRP MD PV1 36,431 61,300
    SPECTRA ENERGY 168,109 211,126
    SOUTHERN COMPANY    
    TUPPERWARE BRANDS 60,319 64,867
    UNITED TECHS CORP COM    
    US BANCORP 171,222 210,968
    VENTAS 74,095 58,331
    WILLIAMS COMPANIES 92,861 183,361
    APPLE INC 98,939 152,870
    LOCKHEED MARTIN CORP 159,305 207,342
    LYONDELL BASELL INDUSTRIES 137,989 167,470
    MARSH & MCLENNAN COS 74,274 74,103
    MAXIM INTEGRATED PRODS 74,693 71,339
    PAYCHEX INC 86,741 89,354
    PEPSICO INC 75,507 75,046
    WISCONSIN ENERGY CORP 136,389 150,848
    3M COMPANY 217,621 237,062

    TY 2013 OtherExpensesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSES 203      


    TY 2013 OtherLiabilitiesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 11,609  


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 34,774 34,774    


    TY 2013 TaxesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO 200      
    FOREIGN DIVIDEND TAXES WITHHELD 2,022 2,022    
    FEDERAL 15,042