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
BARTON FAMILY FOUNDATION
C/O PETERSON SULLIVAN LLP

Number and street (or P.O. box number if mail is not delivered to street address)601 UNION STREET NO 2300   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98101
A Employer identification number

91-6563332
B Telephone number (see instructions)

(206) 382-7777
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$3,502,465J 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) 1,250
2 Check bullet
3 Interest on savings and temporary cash investments 471 471  
4 Dividends and interest from securities...... 70,609 70,609  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 432,228
b Gross sales price for all assets on line 6a 2,422,707
7 Capital gain net income (from Part IV, line 2)... 432,228
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........ 504,558 503,308  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 2,802 1,401   1,401
c Other professional fees (attach schedule).... Click to see attachment 5,872 5,872   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,297 2,972   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,000 0   5,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,285 0   10,285
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,256 10,245   16,686
25 Contributions, gifts, grants paid........ 694,553 694,553
26 Total expenses and disbursements. Add lines 24 and 25 723,809 10,245   711,239
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -219,251
b Net investment income (if negative, enter -0-) 493,063
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.......... 367,601 725,604 725,604
3 Accounts receivable bullet946
Less: allowance for doubtful accounts bullet   2,800 946 946
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) 803,100 Click to see attachment803,100 790,738
b Investments—corporate stock (attach schedule)........ 2,455,394 Click to see attachment1,879,794 1,985,177
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) 3,628,895 3,409,444 3,502,465
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,628,895 3,409,444
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,628,895 3,409,444
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,628,895 3,409,444
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 3,628,895
2 Enter amount from Part I, line 27a..................... 2 -219,251
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,409,644
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 200
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,409,444
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 93 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A P 2012-11-20 2013-02-08
b 35 SHS WASTE CONNECTIONS INC CMN P 2013-02-05 2013-02-08
c 76 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A P 2012-11-14 2013-02-08
d 59 SHS WASTE CONNECTIONS INC CMN P 2013-02-04 2013-02-08
e 19 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A P 2012-11-13 2013-02-08
164 SHS WASTE CONNECTIONS INC CMN P 2013-01-31 2013-02-08
2 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A P 2012-11-15 2013-02-08
70 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A P 2012-12-18 2013-02-08
9 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-08-23 2013-02-08
87 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-05 2013-02-08
51 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-08-29 2013-02-08
58 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-08-28 2013-02-08
31 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-19 2013-02-08
33 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-08-30 2013-02-08
102 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-04 2013-02-08
25 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-14 2013-02-08
42 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-20 2013-02-08
30 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-17 2013-02-08
27 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-18 2013-02-08
36 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-24 2013-02-08
30 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-25 2013-02-08
21 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-26 2013-02-08
9 SHS AGILENT TECHNOLOGIES, INC. CMN P 2012-09-27 2013-02-08
30 SHS VECTREN CORP CMN P 2012-03-14 2013-02-08
30 SHS ENDO HEALTH SOLUTIONS INC CMN P 2012-08-13 2013-02-08
11 SHS DAVITA HEALTHCARE PARTNERS INC CMN P 2012-08-13 2013-02-08
8 SHS J.M. SMUCKER CO. CMN P 2012-08-06 2013-02-08
8 SHS J.M. SMUCKER CO. CMN P 2012-08-07 2013-02-08
8 SHS J.M. SMUCKER CO. CMN P 2012-08-09 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-08-14 2013-02-08
8 SHS J.M. SMUCKER CO. CMN P 2012-08-16 2013-02-08
9 SHS J.M. SMUCKER CO. CMN P 2012-08-10 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-08-15 2013-02-08
17 SHS J.M. SMUCKER CO. CMN P 2012-08-17 2013-02-08
6 SHS J.M. SMUCKER CO. CMN P 2012-08-27 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-08-23 2013-02-08
3 SHS J.M. SMUCKER CO. CMN P 2012-08-22 2013-02-08
8 SHS J.M. SMUCKER CO. CMN P 2012-09-25 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-09-24 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-09-26 2013-02-08
5 SHS J.M. SMUCKER CO. CMN P 2012-10-01 2013-02-08
9 SHS J.M. SMUCKER CO. CMN P 2012-09-28 2013-02-08
7 SHS J.M. SMUCKER CO. CMN P 2012-10-03 2013-02-08
17 SHS J.M. SMUCKER CO. CMN P 2012-10-08 2013-02-08
36 SHS CME GROUP INC. CMN CLASS A P 2012-08-06 2013-02-08
12 SHS CME GROUP INC. CMN CLASS A P 2012-08-03 2013-02-08
23 SHS CME GROUP INC. CMN CLASS A P 2012-08-07 2013-02-08
22 SHS CME GROUP INC. CMN CLASS A P 2012-08-13 2013-02-08
12 SHS CME GROUP INC. CMN CLASS A P 2012-08-10 2013-02-08
81 SHS CME GROUP INC. CMN CLASS A P 2012-08-09 2013-02-08
26 SHS CME GROUP INC. CMN CLASS A P 2012-08-15 2013-02-08
24 SHS CME GROUP INC. CMN CLASS A P 2012-08-14 2013-02-08
31 SHS CME GROUP INC. CMN CLASS A P 2012-12-17 2013-02-08
100 SHS CME GROUP INC. CMN CLASS A P 2012-12-18 2013-02-08
108 SHS TIME WARNER INC. CMN P 2012-08-01 2013-02-08
50 SHS TIME WARNER INC. CMN P 2012-08-13 2013-02-08
180 SHS AMERICAN INTL GROUP, INC. CMN P 2013-01-25 2013-02-08
47 SHS CIT GROUP INC. CMN CLASS P 2012-10-23 2013-02-08
61 SHS CIT GROUP INC. CMN CLASS P 2012-10-24 2013-02-08
196 SHS AMERICAN EXPRESS CO. CMN P 2012-02-16 2013-02-08
92 SHS ELECTRONIC ARTS CMN P 2012-03-14 2013-02-08
36 SHS MC DONALDS CORP CMN P 2012-08-22 2013-02-08
50 SHS PEPSICO INC CMN P 2012-04-13 2013-02-08
71 SHS MC DONALDS CORP CMN P 2012-08-08 2013-02-08
71 SHS MC DONALDS CORP CMN P 2012-08-13 2013-02-08
32 SHS MC DONALDS CORP CMN P 2012-12-17 2013-02-08
36 SHS MC DONALDS CORP CMN P 2012-12-18 2013-02-08
25 SHS PEPSICO INC CMN P 2012-04-17 2013-02-08
7 SHS PEPSICO INC CMN P 2012-07-27 2013-02-08
95 SHS PEPSICO INC CMN P 2012-04-12 2013-02-08
22 SHS PEPSICO INC CMN P 2012-04-18 2013-02-08
39 SHS PEPSICO INC CMN P 2012-07-30 2013-02-08
24 SHS PEPSICO INC CMN P 2012-08-01 2013-02-08
23 SHS PEPSICO INC CMN P 2012-07-31 2013-02-08
47 SHS PEPSICO INC CMN P 2012-08-03 2013-02-08
25 SHS ECOLAB INC CMN P 2012-03-14 2013-02-08
11 SHS ECOLAB INC CMN P 2012-08-06 2013-02-08
13 SHS ECOLAB INC CMN P 2012-08-03 2013-02-08
15 SHS ECOLAB INC CMN P 2012-08-09 2013-02-08
32 SHS E.I. DU PONT DE NEMOURS AND CO CMN P 2012-12-18 2013-02-08
65 SHS MARSH & MCLENNAN CO INC CMN P 2012-08-13 2013-02-08
20 SHS E.I. DU PONT DE NEMOURS AND CO CMN P 2012-03-14 2013-02-08
30 SHS E.I. DU PONT DE NEMOURS AND CO CMN P 2012-12-17 2013-02-08
488 SHS MARSH & MCLENNAN CO INC CMN P 2012-03-14 2013-02-08
74 SHS ORACLE CORPORATION CMN P 2012-03-14 2013-02-08
105 SHS OCCIDENTAL PETROLEUM CORP CMN P 2012-06-27 2013-02-08
86 SHS BOEING COMPANY CMN P 2012-11-07 2013-02-08
17 SHS APPLE, INC. CMN P 2012-10-05 2013-02-08
11 SHS APPLE, INC. CMN P 2012-11-09 2013-02-08
73 SHS UNITED TECHNOLOGIES CORP CMN P 2012-03-14 2013-02-08
75 SHS UNITED TECHNOLOGIES CORP CMN P 2012-03-13 2013-02-08
502 SHS KOHL'S CORP (WISCONSIN) CMN P 2012-05-18 2013-02-08
114 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-04-12 2013-02-08
15 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-10-15 2013-02-08
63 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-05-15 2013-02-08
53 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-06-07 2013-02-08
20 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-10-26 2013-02-08
4 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-09-27 2013-02-08
22 SHS CAPITAL ONE FINANCIAL CORP CMN P 2012-10-25 2013-02-08
56 SHS CAPITAL ONE FINANCIAL CORP CMN P 2013-01-18 2013-02-08
123 SHS NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN P 2012-05-18 2013-02-08
25 SHS CVS HEALTH CORP CMN P 2013-01-14 2013-02-08
103 SHS CVS HEALTH CORP CMN P 2013-01-11 2013-02-08
89 SHS CVS HEALTH CORP CMN P 2013-01-10 2013-02-08
11 SHS CVS HEALTH CORP CMN P 2013-01-16 2013-02-08
72 SHS CVS HEALTH CORP CMN P 2013-01-31 2013-02-08
25 SHS CVS HEALTH CORP CMN P 2013-01-18 2013-02-08
60 SHS WASTE CONNECTIONS INC CMN P 2013-01-25 2013-02-08
70 SHS CVS HEALTH CORP CMN P 2013-02-07 2013-02-08
60 SHS WASTE CONNECTIONS INC CMN P 2013-02-06 2013-02-08
75 SHS AGCO CORP CMN P 2013-01-25 2013-02-11
48 SHS AGCO CORP CMN P 2013-01-29 2013-02-11
50 SHS AGCO CORP CMN P 2013-01-30 2013-02-11
27 SHS AGCO CORP CMN P 2013-01-31 2013-02-11
96 SHS AGCO CORP CMN P 2013-02-04 2013-02-11
16 SHS AGCO CORP CMN P 2013-02-08 2013-02-11
7 SHS LABORATORY CORPORATION OF AMER CMN P 2011-09-15 2013-01-10
16 SHS LABORATORY CORPORATION OF AMER CMN P 2011-09-13 2013-01-10
14 SHS LABORATORY CORPORATION OF AMER CMN P 2011-09-15 2013-01-11
23 SHS DEERE & COMPANY CMN P 2011-09-15 2013-01-25
61 SHS INGREDION INC CMN P 2011-09-13 2013-01-25
59 SHS LABORATORY CORPORATION OF AMER CMN P 2011-09-15 2013-01-25
16 SHS DEERE & COMPANY CMN P 2011-09-13 2013-01-25
21 SHS DEERE & COMPANY CMN P 2011-09-15 2013-01-28
23 SHS DEERE & COMPANY CMN P 2011-11-03 2013-01-30
42 SHS DEERE & COMPANY CMN P 2011-09-15 2013-01-30
21 SHS DEERE & COMPANY CMN P 2011-11-03 2013-01-31
35 SHS DEERE & COMPANY CMN P 2011-11-03 2013-02-01
53 SHS INGREDION INC CMN P 2011-09-13 2013-02-04
55 SHS INGERSOLL-RAND PLC CMN P 2011-09-13 2013-02-08
368 SHS INGERSOLL-RAND PLC CMN P 2011-09-15 2013-02-08
7 SHS CENTURYLINK INC CMN P 2011-09-13 2013-02-08
231 SHS CENTURYLINK INC CMN P 2011-09-15 2013-02-08
187 SHS CENTURYLINK INC CMN P 2011-10-03 2013-02-08
17 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-01-25 2013-02-08
41 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-03-01 2013-02-08
185 SHS CENTURYLINK INC CMN P 2011-11-08 2013-02-08
64 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-02-01 2013-02-08
49 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-07-11 2013-02-08
58 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-09-15 2013-02-08
108 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-03-21 2013-02-08
28 SHS DEVON ENERGY CORPORATION (NEW) CMN P 2011-07-18 2013-02-08
69 SHS BLACKROCK, INC. CMN P 2011-09-15 2013-02-08
36 SHS BLACKROCK, INC. CMN P 2011-09-13 2013-02-08
42 SHS EXXON MOBIL CORPORATION CMN P 2011-09-13 2013-02-08
142 SHS VECTREN CORP CMN P 2011-11-09 2013-02-08
326 SHS EXXON MOBIL CORPORATION CMN P 2011-09-15 2013-02-08
235 SHS VECTREN CORP CMN P 2011-11-10 2013-02-08
140 SHS UNITEDHEALTH GROUP INCORPORATE CMN P 2011-09-13 2013-02-08
23 SHS VECTREN CORP CMN P 2011-11-11 2013-02-08
192 SHS WABTEC CORP CMN P 2011-09-15 2013-02-08
300 SHS UNITEDHEALTH GROUP INCORPORATE CMN P 2011-09-15 2013-02-08
150 SHS LABORATORY CORPORATION OF AMER CMN P 2011-09-15 2013-02-08
171 SHS DAVITA HEALTHCARE PARTNERS INC CMN P 2011-09-15 2013-02-08
520 SHS ENDO HEALTH SOLUTIONS INC CMN P 2011-09-15 2013-02-08
223 SHS ENDO HEALTH SOLUTIONS INC CMN P 2011-09-13 2013-02-08
92 SHS ROCKWELL COLLINS, INC. CMN P 2011-09-13 2013-02-08
77 SHS DAVITA HEALTHCARE PARTNERS INC CMN P 2011-09-13 2013-02-08
185 SHS ROCKWELL COLLINS, INC. CMN P 2011-09-15 2013-02-08
157 SHS AETNA INC CMN P 2011-09-13 2013-02-08
370 SHS AETNA INC CMN P 2011-09-15 2013-02-08
696 SHS COMCAST CORPORATION CMN CLASS A NON VOTING P 2011-09-15 2013-02-08
119 SHS FIDELITY NATL INFO SVCS INC CMN P 2011-09-13 2013-02-08
246 SHS AMERIPRISE FINANCIAL, INC. CMN P 2011-09-15 2013-02-08
273 SHS FIDELITY NATL INFO SVCS INC CMN P 2011-09-15 2013-02-08
134 SHS TD AMERITRADE HOLDING CORP CMN P 2011-09-13 2013-02-08
688 SHS TD AMERITRADE HOLDING CORP CMN P 2011-09-15 2013-02-08
32 SHS CAMERON INTERNATIONAL CORP CMN P 2011-03-07 2013-02-08
76 SHS CAMERON INTERNATIONAL CORP CMN P 2011-09-13 2013-02-08
86 SHS CAMERON INTERNATIONAL CORP CMN P 2011-06-15 2013-02-08
110 SHS CAMERON INTERNATIONAL CORP CMN P 2011-09-15 2013-02-08
41 SHS CAMERON INTERNATIONAL CORP CMN P 2011-06-17 2013-02-08
260 SHS DANA HOLDING CORPORATION CMN P 2011-09-13 2013-02-08
194 SHS VISA INC. CMN CLASS A P 2011-09-15 2013-02-08
586 SHS DANA HOLDING CORPORATION CMN P 2011-09-15 2013-02-08
288 SHS TIME WARNER INC. CMN P 2011-09-15 2013-02-08
140 SHS TIME WARNER INC. CMN P 2011-09-13 2013-02-08
197 SHS CIT GROUP INC. CMN CLASS P 2011-09-15 2013-02-08
63 SHS CIT GROUP INC. CMN CLASS P 2011-09-13 2013-02-08
144 SHS CIT GROUP INC. CMN CLASS P 2011-11-03 2013-02-08
87 SHS VISTEON CORPORATION CMN P 2011-09-13 2013-02-08
190 SHS VISTEON CORPORATION CMN P 2011-09-15 2013-02-08
15 SHS INGREDION INC CMN P 2011-09-13 2013-02-08
311 SHS INGREDION INC CMN P 2011-09-15 2013-02-08
287 SHS ABBVIE INC. CMN P 2011-09-15 2013-02-08
205 SHS AMERICAN EXPRESS CO. CMN P 2011-09-13 2013-02-08
123 SHS ABBVIE INC. CMN P 2011-09-13 2013-02-08
144 SHS ABBVIE INC. CMN P 2012-02-01 2013-02-08
13 SHS AMERICAN EXPRESS CO. CMN P 2011-08-09 2013-02-08
123 SHS ABBOTT LABORATORIES CMN P 2011-09-13 2013-02-08
49 SHS GENUINE PARTS CO. CMN P 2011-09-13 2013-02-08
472 SHS WISCONSIN ENERGY CORP(HLDG CO) CMN P 2011-09-15 2013-02-08
144 SHS ABBOTT LABORATORIES CMN P 2012-02-01 2013-02-08
287 SHS ABBOTT LABORATORIES CMN P 2011-09-15 2013-02-08
315 SHS GENUINE PARTS CO. CMN P 2011-09-15 2013-02-08
448 SHS ELECTRONIC ARTS CMN P 2011-09-15 2013-02-08
199 SHS ELECTRONIC ARTS CMN P 2011-09-13 2013-02-08
52 SHS WISCONSIN ENERGY CORP(HLDG CO) CMN P 2011-09-13 2013-02-08
90 SHS TJX COMPANIES INC (NEW) CMN P 2011-09-13 2013-02-08
492 SHS TJX COMPANIES INC (NEW) CMN P 2011-09-15 2013-02-08
131 SHS ECOLAB INC CMN P 2011-09-15 2013-02-08
57 SHS ECOLAB INC CMN P 2011-09-13 2013-02-08
109 SHS E.I. DU PONT DE NEMOURS AND CO CMN P 2011-09-13 2013-02-08
388 SHS MASCO CORPORATION CMN P 2011-09-13 2013-02-08
925 SHS MASCO CORPORATION CMN P 2011-09-15 2013-02-08
235 SHS E.I. DU PONT DE NEMOURS AND CO CMN P 2011-09-15 2013-02-08
266 SHS INTL GAME TECHNOLOGY CMN P 2011-09-13 2013-02-08
620 SHS INTL GAME TECHNOLOGY CMN P 2011-09-15 2013-02-08
279 SHS MICROSOFT CORPORATION CMN P 2011-02-18 2013-02-08
28 SHS MICROSOFT CORPORATION CMN P 2009-01-26 2013-02-08
175 SHS MICROSOFT CORPORATION CMN P 2011-04-27 2013-02-08
457 SHS MICROSOFT CORPORATION CMN P 2011-09-13 2013-02-08
145 SHS MICROSOFT CORPORATION CMN P 2010-05-27 2013-02-08
112 SHS MICROSOFT CORPORATION CMN P 2009-04-24 2013-02-08
79 SHS ORACLE CORPORATION CMN P 2009-05-18 2013-02-08
439 SHS ORACLE CORPORATION CMN P 2011-09-13 2013-02-08
377 SHS MICROSOFT CORPORATION CMN P 2011-09-15 2013-02-08
256 SHS ORACLE CORPORATION CMN P 2009-10-12 2013-02-08
683 SHS STAPLES, INC. CMN P 2011-09-13 2013-02-08
233 SHS STAPLES, INC. CMN P 2011-09-15 2013-02-08
172 SHS STAPLES, INC. CMN P 2010-10-26 2013-02-08
3 SHS STAPLES, INC. CMN P 2010-10-07 2013-02-08
91 SHS STAPLES, INC. CMN P 2011-03-03 2013-02-08
72 SHS OCCIDENTAL PETROLEUM CORP CMN P 2011-09-15 2013-02-08
443 SHS TEXAS INSTRUMENTS INC. CMN P 2011-09-13 2013-02-08
33 SHS OCCIDENTAL PETROLEUM CORP CMN P 2011-04-01 2013-02-08
2 SHS OCCIDENTAL PETROLEUM CORP CMN P 2011-09-13 2013-02-08
17 SHS OCCIDENTAL PETROLEUM CORP CMN P 2009-12-23 2013-02-08
33 SHS OCCIDENTAL PETROLEUM CORP CMN P 2010-05-03 2013-02-08
44 SHS BOEING COMPANY CMN P 2010-05-24 2013-02-08
217 SHS BOEING COMPANY CMN P 2011-09-15 2013-02-08
34 SHS OCCIDENTAL PETROLEUM CORP CMN P 2010-05-27 2013-02-08
345 SHS TEXAS INSTRUMENTS INC. CMN P 2011-09-15 2013-02-08
54 SHS BOEING COMPANY CMN P 2011-01-27 2013-02-08
214 SHS THERMO FISHER SCIENTIFIC INC CMN P 2011-09-13 2013-02-08
19 SHS APPLE, INC. CMN P 2009-08-07 2013-02-08
38 SHS APPLE, INC. CMN P 2011-09-13 2013-02-08
36 SHS PRAXAIR, INC CMN SERIES P 2011-02-23 2013-02-08
187 SHS PRAXAIR, INC CMN SERIES P 2011-09-13 2013-02-08
15 SHS PRAXAIR, INC CMN SERIES P 2011-02-07 2013-02-08
40 SHS PRAXAIR, INC CMN SERIES P 2011-09-15 2013-02-08
67 SHS ROCK-TENN CO. CL. A CMN CLASS A P 2011-09-13 2013-02-08
172 SHS ROCK-TENN CO. CL. A CMN CLASS A P 2011-09-15 2013-02-08
82 SHS NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN P 2011-09-13 2013-02-08
157 SHS NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN P 2011-09-15 2013-02-08
36 SHS VENTAS, INC. CMN P 2011-09-13 2013-02-08
143 SHS VENTAS, INC. CMN P 2011-09-15 2013-02-08
2000 SHS ISHARES RUSSELL 3000 ETF P 2013-02-08 2013-05-16
3900 SHS ISHARES RUSSELL 3000 ETF P 2013-02-08 2013-09-18
2400 SHS ISHARES MSCI EAFE ETF P 2009-01-23 2013-05-16
1220 SHS ISHARES MSCI EAFE ETF P 2009-01-23 2013-09-18
3530 SHS ISHARES MSCI EAFE ETF P 2010-10-04 2013-09-18
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 7,322   6,064 1,258
b 1,250   1,257 -7
c 5,984   4,920 1,064
d 2,107   2,110 -3
e 1,496   1,244 252
5,858   5,899 -41
157   130 27
5,511   5,176 335
406   334 72
3,926   3,198 728
2,302   1,896 406
2,617   2,154 463
1,399   1,232 167
1,489   1,222 267
4,603   3,777 826
1,128   993 135
1,895   1,653 242
1,354   1,189 165
1,218   1,070 148
1,625   1,396 229
1,354   1,159 195
948   801 147
406   347 59
968   883 85
898   966 -68
1,308   1,059 249
712   613 99
712   615 97
712   613 99
623   546 77
712   633 79
801   690 111
623   551 72
1,513   1,417 96
534   512 22
623   586 37
267   252 15
712   695 17
623   613 10
623   603 20
445   435 10
801   774 27
623   610 13
1,513   1,455 58
2,060   1,869 191
687   612 75
1,316   1,221 95
1,259   1,174 85
687   641 46
4,634   4,326 308
1,487   1,371 116
1,373   1,269 104
1,773   1,594 179
5,721   5,209 512
5,682   4,293 1,389
2,630   2,128 502
7,007   6,570 437
2,017   1,734 283
2,617   2,285 332
12,085   10,361 1,724
1,604   1,571 33
3,420   3,185 235
3,625   3,267 358
6,745   6,208 537
6,745   6,242 503
3,040   2,869 171
3,420   3,259 161
1,812   1,660 152
507   507 0
6,887   6,213 674
1,595   1,457 138
2,827   2,837 -10
1,740   1,741 -1
1,667   1,672 -5
3,407   3,419 -12
1,858   1,502 356
817   711 106
966   838 128
1,115   966 149
1,518   1,435 83
2,372   2,201 171
949   1,057 -108
1,423   1,334 89
17,812   16,061 1,751
2,581   2,221 360
9,281   8,442 839
6,580   6,038 542
8,114   11,177 -3,063
5,250   6,023 -773
6,568   6,306 262
6,748   6,435 313
23,152   23,786 -634
6,515   6,213 302
857   862 -5
3,600   3,236 364
3,029   2,736 293
1,143   1,197 -54
229   224 5
1,257   1,320 -63
3,200   3,181 19
8,493   7,934 559
1,281   1,290 -9
5,276   5,278 -2
4,559   4,554 5
563   570 -7
3,688   3,690 -2
1,281   1,300 -19
2,143   2,097 46
3,585   3,576 9
2,143   2,141 2
4,069   4,013 56
2,604   2,594 10
2,712   2,691 21
1,465   1,439 26
5,208   5,030 178
868   869 -1
611   579 32
1,397   1,307 90
1,209   1,158 51
2,153   1,813 340
4,270   2,708 1,562
5,219   4,878 341
1,498   1,234 264
1,966   1,656 310
2,188   1,742 446
3,995   3,311 684
1,978   1,591 387
3,325   2,651 674
3,392   2,353 1,039
2,930   1,793 1,137
19,607   12,513 7,094
289   243 46
9,549   7,976 1,573
7,730   6,049 1,681
1,027   1,445 -418
2,476   3,709 -1,233
7,648   6,952 696
3,865   5,716 -1,851
2,959   3,872 -913
3,503   3,813 -310
6,522   10,016 -3,494
1,691   2,229 -538
16,427   10,939 5,488
8,571   5,504 3,067
3,711   3,019 692
4,582   4,090 492
28,808   24,065 4,743
7,583   6,800 783
8,107   6,684 1,423
742   676 66
18,523   11,672 6,851
17,373   15,093 2,280
13,584   12,402 1,182
20,332   12,586 7,746
15,568   15,887 -319
6,676   6,654 22
5,563   4,483 1,080
9,155   5,524 3,631
11,187   9,604 1,583
7,950   6,327 1,623
18,736   15,233 3,503
25,940   15,493 10,447
4,465   3,048 1,417
16,349   11,050 5,299
10,243   7,084 3,159
2,635   1,905 730
13,527   10,237 3,290
2,093   1,985 108
4,971   3,864 1,107
5,625   3,902 1,723
7,195   5,769 1,426
2,682   1,892 790
4,342   3,167 1,175
30,543   17,502 13,041
9,786   7,542 2,244
15,151   8,934 6,217
7,365   4,137 3,228
8,453   6,694 1,759
2,703   2,059 644
6,179   5,105 1,074
4,924   4,022 902
10,754   9,109 1,645
979   666 313
20,289   14,353 5,936
10,360   7,643 2,717
12,640   9,829 2,811
4,440   3,241 1,199
5,198   4,069 1,129
802   581 221
4,226   2,989 1,237
3,419   2,622 797
18,889   14,953 3,936
4,948   3,752 1,196
9,862   7,048 2,814
21,977   17,163 4,814
7,813   10,282 -2,469
3,470   4,412 -942
2,081   1,607 474
4,110   2,373 1,737
22,471   13,658 8,813
9,733   7,220 2,513
4,235   3,071 1,164
5,171   4,885 286
6,896   3,011 3,885
16,440   7,354 9,086
11,148   10,925 223
4,458   3,889 569
10,391   9,436 955
7,680   7,542 138
771   498 273
4,817   4,598 219
12,579   11,951 628
3,991   3,792 199
3,083   2,272 811
2,755   1,490 1,265
15,309   12,136 3,173
10,377   10,175 202
8,927   5,312 3,615
8,889   9,644 -755
3,032   3,486 -454
2,239   3,551 -1,312
39   62 -23
1,184   1,910 -726
6,364   6,055 309
15,084   11,841 3,243
2,917   3,484 -567
177   162 15
1,503   1,393 110
2,917   2,979 -62
3,366   2,817 549
16,602   13,982 2,620
3,005   2,774 231
11,747   9,581 2,166
4,131   3,820 311
15,943   11,133 4,810
9,069   3,162 5,907
18,138   14,675 3,463
4,017   3,503 514
20,864   17,937 2,927
1,674   1,429 245
4,463   3,989 474
5,523   3,652 1,871
14,178   9,411 4,767
5,662   5,272 390
10,841   10,356 485
2,421   1,838 583
9,616   7,447 2,169
197,000   180,701 16,299
401,162   352,367 48,795
150,477   89,640 60,837
78,261   45,567 32,694
226,444   193,338 33,106
3,274     3,274
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       1,258
b       -7
c       1,064
d       -3
e       252
      -41
      27
      335
      72
      728
      406
      463
      167
      267
      826
      135
      242
      165
      148
      229
      195
      147
      59
      85
      -68
      249
      99
      97
      99
      77
      79
      111
      72
      96
      22
      37
      15
      17
      10
      20
      10
      27
      13
      58
      191
      75
      95
      85
      46
      308
      116
      104
      179
      512
      1,389
      502
      437
      283
      332
      1,724
      33
      235
      358
      537
      503
      171
      161
      152
      0
      674
      138
      -10
      -1
      -5
      -12
      356
      106
      128
      149
      83
      171
      -108
      89
      1,751
      360
      839
      542
      -3,063
      -773
      262
      313
      -634
      302
      -5
      364
      293
      -54
      5
      -63
      19
      559
      -9
      -2
      5
      -7
      -2
      -19
      46
      9
      2
      56
      10
      21
      26
      178
      -1
      32
      90
      51
      340
      1,562
      341
      264
      310
      446
      684
      387
      674
      1,039
      1,137
      7,094
      46
      1,573
      1,681
      -418
      -1,233
      696
      -1,851
      -913
      -310
      -3,494
      -538
      5,488
      3,067
      692
      492
      4,743
      783
      1,423
      66
      6,851
      2,280
      1,182
      7,746
      -319
      22
      1,080
      3,631
      1,583
      1,623
      3,503
      10,447
      1,417
      5,299
      3,159
      730
      3,290
      108
      1,107
      1,723
      1,426
      790
      1,175
      13,041
      2,244
      6,217
      3,228
      1,759
      644
      1,074
      902
      1,645
      313
      5,936
      2,717
      2,811
      1,199
      1,129
      221
      1,237
      797
      3,936
      1,196
      2,814
      4,814
      -2,469
      -942
      474
      1,737
      8,813
      2,513
      1,164
      286
      3,885
      9,086
      223
      569
      955
      138
      273
      219
      628
      199
      811
      1,265
      3,173
      202
      3,615
      -755
      -454
      -1,312
      -23
      -726
      309
      3,243
      -567
      15
      110
      -62
      549
      2,620
      231
      2,166
      311
      4,810
      5,907
      3,463
      514
      2,927
      245
      474
      1,871
      4,767
      390
      485
      583
      2,169
      16,299
      48,795
      60,837
      32,694
      33,106
      3,274
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 2 432,228
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 530,255 3,795,900 0.139692
2011 351,780 4,164,698 0.084467
2010 294,695 4,188,412 0.070360
2009 249,827 3,575,907 0.069864
2008 247,530 2,259,423 0.109555
2 Total of line 1, column (d) ...................... 2 0.473938
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 0.094788
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,671,725
5 Multiply line 4 by line 3....................... 5 348,035
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,931
7 Add lines 5 and 6......................... 7 352,966
8 Enter qualifying distributions from Part XII, line 4.............. 8 711,239
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 4,931
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 4,931
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 4,931
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 644
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,844
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 16
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 1,897
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,897 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)
    bulletWA
    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 ofbulletPETERSON SULLIVAN LLP Telephone no.bullet (206) 382-7777
    Located atbullet601 UNION STREET SUITE 2300SEATTLEWA ZIP+4bullet98101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    RICHARD BARTON CO-TRUSTEE
    1.00     		0 0 0
    601 UNION STREET SUITE 2300
    SEATTLE,WA98101
    SARAH BARTON CO-TRUSTEE
    1.00     		0 0 0
    601 UNION STREET SUITE 2300
    SEATTLE,WA98101
    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
    183,586
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,931
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,931
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    178,655
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    178,655
    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
    178,655
    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 7 178,655
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 52,472
    b From 2009....... 73,302
    c From 2010....... 86,492
    d From 2011....... 147,919
    e From 2012....... 343,554
    fTotal of lines 3a through e......... 703,739
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 711,239
    a Applied to 2012, but not more than line 2a 0
    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..... 178,655
    e Remaining amount distributed out of corpus 532,584
    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 1,236,323
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		52,472
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,183,851
    10 Analysis of line 9:
    a Excess from 2009.... 73,302
    b Excess from 2010.... 86,492
    c Excess from 2011.... 147,919
    d Excess from 2012.... 343,554
    e Excess from 2013.... 532,584
    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).)
    RICHARD BARTON
    SARAH BARTON
    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
    12 AVE ARTS
    1402 3RD AVE SUITE 200
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    A PLUS YOUTH PROGRAM
    3815 S OTHELLO ST STE 100 PMB 134
    SEATTLE,WA98118     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    A PLUS YOUTH PROGRAM
    3815 S OTHELLO ST STE 100 PMB 134
    SEATTLE,WA98118     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    AMERICAN FRIENDS OF WHISTLER
    998 3RD AVE LOBBY LEVEL
    SEATTLE,WA98103     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    AMERICAN FRIENDS OF WHISTLER
    998 3RD AVE LOBBY LEVEL
    SEATTLE,WA98103     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    ARCS
    PRIVATE MAIL BOX 429 4616 25TH
    AVENUE NE
    SEATTLE,WA98105     		N/A PUBLIC GENERAL AND UNRESTRICTED 7,500
    ARCS
    PRIVATE MAIL BOX 429 4616 25TH
    AVENUE NE
    SEATTLE,WA98105     		N/A PUBLIC GENERAL AND UNRESTRICTED 5,000
    BIG BROTHERS BIG SISTERS OF KING COUNTY
    1600 SOUTH GRAHAM ST
    SEATTLE,WA98108     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    BOSTON CHILDREN'S HOSPTIAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    BOSTON CHILDREN'S HOSPTIAL
    300 LONGWOOD AVE
    BOSTON,MA02115     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    BOYS & GIRLS CLUBS OF BELLEVUE
    209 100TH AVE NE
    BELLEVUE,WA98004     		N/A PUBLIC GENERAL AND UNRESTRICTED 2,500
    CITY YEAR SEATTLEKING COUNTY
    2203 23RD AVENUE SOUTH SUITE 101
    SEATTLE,WA98144     		N/A PUBLIC GENERAL AND UNRESTRICTED 12,500
    CODEORG
    1511 3RD AVE SUITE 301
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    COLLEGE ACCESS NOW
    1700 21ST AVE S 201
    SEATTLE,WA98144     		N/A PUBLIC GENERAL AND UNRESTRICTED 5,000
    COLLIER SENIOR RESOURCES
    4755 TAMIAMI TRAIL NORTH STE 140
    NAPLES,FL34103     		N/A PUBLIC GENERAL AND UNRESTRICTED 5,000
    COMMON SENSE MEDIA
    650 TOWNSEND STREET STE 435
    SAN FRANCISCO,CA94102     		N/A PUBLIC GENERAL AND UNRESTRICTED 10,000
    COPPER CANYON PRESS
    PO BOX 271
    PORT TOWSEND,WA98368     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    CROSSCUT
    105 S MAIN STREET SUITE 330
    SEATTLE,WA98104     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    FRED HUTCHINSON CANCER RESEARCH CENTER
    MAIL STOP J5-200 PO BOX 19024
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 90
    FRED HUTCHINSON CANCER RESEARCH CENTER
    MAIL STOP J5-200 PO BOX 19024
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 3,750
    FRIENDS OF THE CHILDREN
    PO BOX 22801
    SEATTLE,WA98122     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    GRASSROOT SOCCER
    PO BOX 712
    NORWICH,VT05055     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    HABITAT FOR HUMANITY
    270 PEACHTREE STREET NW SUITE 1300
    ATLANTA,GA30303     		N/A PUBLIC GENERAL AND UNRESTRICTED 250
    HENRY ART GALLERY
    U OF W BOX 351410
    SEATTLE,WA981951410     		N/A PUBLIC GENERAL AND UNRESTRICTED 50,000
    HENRY ART GALLERY
    U OF W BOX 351410
    SEATTLE,WA981951410     		N/A PUBLIC GENERAL AND UNRESTRICTED 2,500
    JOE MARTIN ALS FOUNDATION
    100 N TRYON ST STE 3420
    CHARLOTTE,NC28202     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    KENILWORTH UNION CHURCH
    211 KENILWORTH AVE
    KENILWORTH,IL60043     		N/A PUBLIC GENERAL AND UNRESTRICTED 100
    KINDERING
    16120 NE 8TH ST
    BELLEVUE,WA98008     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    KINDERING
    16120 NE 8TH ST
    BELLEVUE,WA98008     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    KPLU
    PO BOX 34820
    SEATTLE,WA98124     		N/A PUBLIC GENERAL AND UNRESTRICTED 250
    LAKESIDE SCHOOL
    14050 1ST AVENUE NE
    SEATTLE,WA981253099     		N/A PUBLIC GENERAL AND UNRESTRICTED 20,000
    LAKESIDE SCHOOL
    14050 1ST AVENUE NE
    SEATTLE,WA981253099     		N/A PUBLIC GENERAL AND UNRESTRICTED 15,001
    LEV FOUNDATION
    2734 WESTLAKE AVE N
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    LEV FOUNDATION
    2734 WESTLAKE AVE N
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    MAX CURE FOUNDATION
    633 3RD AVE 28TH FLOOR
    NEW YORK,NY10017     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    MEDIC ONE FOUNDATION
    325 NINTH AVENUE MS 359747
    SEATTLE,WA98104     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    NEIGHBORCARE HEALTH
    1537 WESTERN AVE
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 2,500
    NETWORK FOR GOOD
    1140 CONNECTICUT AVE NW STE 700
    WASHINGTON,DC20036     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    RAINIER SCHOLARS
    2099 24TH AVENUE SOUTH
    SEATTLE,WA981444645     		N/A PUBLIC GENERAL AND UNRESTRICTED 12,500
    RAINIER SCHOLARS
    2099 24TH AVENUE SOUTH
    SEATTLE,WA981444645     		N/A PUBLIC GENERAL AND UNRESTRICTED 2,500
    RECOVERY CAFE
    PO BOX 2441
    SEATTLE,WA98111     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    RECOVERY CAFE
    PO BOX 2441
    SEATTLE,WA98111     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    RESURGE INTERNATIONAL
    145 N WOLFE ROAD
    SUNNYVALE,CA94086     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    SEATTLE ART MUSEUM
    1300 FIRST AVENUE
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,500
    SKYSTONE FOUNDATION - RODEN CRATER PROJECT
    PO BOX 220
    FLAGSTAFF,AZ86002     		N/A PUBLIC GENERAL AND UNRESTRICTED 75,000
    STAND FOR CHILDREN LEADERSHIP CENTER
    3240 EASTLAKE AVE E STE 100
    SEATTLE,WA98102     		N/A PUBLIC GENERAL AND UNRESTRICTED 500
    STOLEN YOUTH
    PO BOX 296
    SEATTLE,WA98111     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    SUMMER SEARCH NATIONAL OFFICE
    500 SANSOME STREET ST 350
    SAN FRANCISCO,CA94111     		N/A PUBLIC GENERAL AND UNRESTRICTED 10,000
    SUMMER SEARCH
    1109 FIRST AVE SUITE 205
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 5,000
    SUMMER SEARCH
    1109 FIRST AVE SUITE 205
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 55,000
    TECH ACCESS - TAF
    4436 RAINIER AVE SOUTH SUITE B
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    THE IF PROJECT
    PO BOX 456 SEATTLE POLICE FOUNDATIO
    SEATTLE,WA98111     		N/A PUBLIC GENERAL AND UNRESTRICTED 25,000
    THE SEATTLE FOUNDATION
    1200 FIFTH AVENUE SUITE 1300
    SEATTLE,WA98101     		N/A PUBLIC CREATIVE ADVANTAGE FUND 25,000
    TOWN HALL ASSOCIATION
    1119 8TH AVE
    SEATTLE,WA98101     		N/A PUBLIC GENERAL AND UNRESTRICTED 1,000
    UW MEDICINE ADVANCEMENT
    BOX 358045 UNIVERSITY OF WASHINGTON
    SEATTLE,WA981059550     		N/A PUBLIC GENERAL AND UNRESTRICTED 2,500
    UW MEDICINE ADVANCEMENT
    BOX 358045 UNIVERSITY OF WASHINGTON
    SEATTLE,WA981059550     		N/A PUBLIC GENERAL AND UNRESTRICTED 10,000
    VITTANA FOUNDATION
    617 EASTLAKE AVE E SUITE 210
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 523
    VITTANA FOUNDATION
    617 EASTLAKE AVE E SUITE 210
    SEATTLE,WA98109     		N/A PUBLIC GENERAL AND UNRESTRICTED 50,000
    WILLIAMS COLLEGE - CENTER FOR DEVELOPMENT ECONOMICS
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		N/A PUBLIC GENERAL AND UNRESTRICTED 100,000
    WILLIAMS COLLEGE - CENTER FOR DEVELOPMENT ECONOMICS
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		N/A PUBLIC GENERAL AND UNRESTRICTED 589
    YEAR UP PUGET SOUND
    2607 2ND AVENUE
    SEATTLE,WA98121     		N/A PUBLIC GENERAL AND UNRESTRICTED 33,000
    Total .................................bullet 3a 694,553
    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 ............     		    14 471  
    4 Dividends and interest from securities....     14 70,609  
    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 .............     		    18 432,228  
    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).. 0 503,308 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13503,308
    (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:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 2,802 1,401   1,401

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GS BROKERAGE 1,879,794 1,985,177
    GS AVC 0 0

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    US Government Securities - End of Year Book Value:

    803,100
    US Government Securities - End of Year Fair Market Value:

    790,738
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 OtherDecreasesSchedule
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Description Amount
    INVESTMENT INCOME BOOK TAX DIFFERENCE 200


    TY 2013 OtherExpensesSchedule
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 10,000 0   10,000
    MISCELLANEOUS EXPENSE 20 0   20
    TRANSACTION FEES 15 0   15
    WA STATE LICENSE RENEWAL 250 0   250


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT SERVICES 5,872 5,872   0


    TY 2013 TaxesSchedule
    Name:
    BARTON FAMILY FOUNDATION
    C/O PETERSON SULLIVAN LLP
    EIN: 91-6563332
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,972 2,972   0
    EXCISE TAX 2,325 0   0