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 12-01-2013 , and ending 11-30-2014
Name of foundation
RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
 

Number and street (or P.O. box number if mail is not delivered to street address)620 NE VINEYARD LANE NO B304   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAINBRIDGE ISLAND, WA981102431
A Employer identification number

36-3529826
B Telephone number (see instructions)

(206) 780-0387
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$10,658,224
J 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 406 406  
4 Dividends and interest from securities...... 257,018 257,018  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 438,996
b Gross sales price for all assets on line 6a 1,642,301
7 Capital gain net income (from Part IV, line 2)... 438,996
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........ 696,420 696,420  
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)....... 1,750 875   875
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 22,986 417   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 450 150   300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,186 1,442   1,175
25 Contributions, gifts, grants paid........ 510,000 510,000
26 Total expenses and disbursements. Add lines 24 and 25 535,186 1,442   511,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 161,234
b Net investment income (if negative, enter -0-) 694,978
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............... 662,576 948,870 948,870
2 Savings and temporary cash investments..........      
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)........ 2,264,532 Click to see attachment1,939,710 3,904,084
c Investments—corporate bonds (attach schedule)........ 1,937,166 Click to see attachment2,006,428 2,051,974
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 2,660,836 Click to see attachment2,792,253 3,753,296
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment917 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,526,027 7,687,261 10,658,224
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 7,526,027 7,687,261
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,526,027 7,687,261
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,526,027 7,687,261
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,526,027
2 Enter amount from Part I, line 27a..................... 2 161,234
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 7,687,261
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,687,261
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 316,355   317,354 -999
b 1,301,274   885,951 415,323
c 24,672     24,672
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -999
b       415,323
c       24,672
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 438,996
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 460,267 9,688,928 0.047504
2011 460,110 9,060,708 0.050781
2010 405,115 8,829,181 0.045884
2009 299,257 3,020,626 0.099071
2008 291,938 2,706,456 0.107867
2 Total of line 1, column (d) ...................... 2 0.351107
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 0.070221
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 10,397,449
5 Multiply line 4 by line 3....................... 5 730,119
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,950
7 Add lines 5 and 6......................... 7 737,069
8 Enter qualifying distributions from Part XII, line 4.............. 8 511,175
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 13,900
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 13,900
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 13,900
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 16,000
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 16,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,100
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet2,100 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)
    bulletIL
    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 ofbulletCAROL R BOWDITCH Telephone no.bullet (206) 780-0387
    Located atbullet620 NE VINEYARD LANE B304BAINBRIDGE ISLANDWA ZIP+4bullet981102431
    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
    CAROL R BOWDITCH DIRECTOR
    0.00
    0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA981102431
    EMILY R DOUGLASS DIRECTOR
    0.00
    0 0 0
    11 EVERGREEN ROAD
    NORTH OAK,MN55127
    ARTHUR RICE DIRECTOR
    0.00
    0 0 0
    26999 CUBA ROAD
    BARRINGTON,IL60010
    JAMES A BOWDITCH DIRECTOR
    0.00
    0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA981102431
    JOHN P DOUGLASS DIRECTOR
    0.00
    0 0 0
    11 EVERGREEN ROAD
    NORTH OAK,MN55127
    LYNN D RICE DIRECTOR
    0.00
    0 0 0
    26999 CUBA ROAD
    BARRINGTON,IL60010
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    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
    519,872
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    13,900
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,900
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    505,972
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    505,972
    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
    505,972
    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 7 505,972
    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....... 158,959
    b From 2009....... 149,912
    c From 2010.......  
    d From 2011....... 15,890
    e From 2012.......  
    fTotal of lines 3a through e......... 324,761
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 511,175
    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..... 505,972
    e Remaining amount distributed out of corpus 5,203
    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 5 329,964
    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) ...
    158,959
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    171,005
    10 Analysis of line 9:
    a Excess from 2009.... 149,912
    b Excess from 2010....  
    c Excess from 2011.... 15,890
    d Excess from 2012....  
    e Excess from 2013.... 5,203
    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
    BAINBRIDGE SCHOOLS FOUNDATION
    8989 MADISON AVENUE NE
    BAINBRIDGE ISLAND,WA98110
    NONE EXEMPT GENERAL EXPENSES 2,000
    BAINBRIDGE YOUTH SERVICES
    9330 NE HIGH SCHOOL RD
    BAINBRIDGE ISLAND,WA98110
    NONE EXEMPT GENERAL EXPENSES 2,000
    BOYS AND GIRLS CLUB OF KING COUNTY
    603 STEWART STREET STE 300
    SEATTLE,WA98101
    NONE EXEMPT GENERAL EXPENSES 2,000
    AMERICAN RED CROSS
    2025 E ST NW
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL EXPENSES 5,000
    BARRE HISTORICAL SOCIETY
    ON THE COMMON PO BOX 755
    BARRE,MA010050755
    NONE EXEMPT GENERAL EXPENSES 12,000
    BARRINGTON AREA COUNCIL ON AGING
    6000 GARLANDS LANE 100
    BARRINGTON,IL60010
    NONE EXEMPT GENERAL EXPENSES 15,000
    BETHANY TERRACE ALZHEIMERS CARE CENTER
    5015 N PAULINE AVE
    CHICAGO,IL60640
    NONE EXEMPT GENERAL EXPENSES 500
    BOULDER JUNCTION COMMUNITY CHURCH
    10445 MAIN ST P 0 BOX 14
    BOULDER JUNCTION,WI545120014
    NONE EXEMPT GENERAL EXPENSES 12,000
    BOY SCOUTS OF AMERICA INDIANHEAD SCOUTING
    393 MARSHALL AVE
    ST PAUL,MN55102
    NONE EXEMPT GENERAL EXPENSES 3,500
    CAMP DAGGETT
    3001 CHURCH RD
    PETOSKY,MI49770
    NONE EXEMPT GENERAL EXPENSES 4,000
    CAMP MANITO-WISH CAMPERSHIP
    PO BOX 246
    BOULDER JUNCTION,WI545120246
    NONE EXEMPT GENERAL EXPENSES 4,000
    CAMP MANITO-WISH YMCA
    PO BOX 246
    BOULDER JUNCTION,WI545120246
    NONE EXEMPT GENERAL EXPENSES 10,000
    CHILDREN'S HOSPITAL AND CLINICS OF MINNESOTA
    2910 CENTRE POINTE DRIVE
    ROSEVILLE,MN551121122
    NONE EXEMPT GENERAL EXPENSES 18,000
    CITIZENS FOR CONSERVATION
    459 WEST HIGHWAY 22
    BARRINGTON,IL60010
    NONE EXEMPT GENERAL EXPENSES 15,000
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE ST
    COLORADO SPRINGS,CO809033298
    NONE EXEMPT GENERAL EXPENSES 7,000
    COMMUNITY CHURCH OF BARRINGTON
    407 S GROVE AVE
    BARRINGTON,IL600104445
    NONE EXEMPT GENERAL EXPENSES 47,000
    DEPAUW UNIVERSITY ANNUAL FUND
    313 SOUTH LOCUST
    GREENCASTLE,IN461351736
    NONE EXEMPT GENERAL EXPENSES 11,000
    EARTHCORPS
    6310 NE 74TH ST 201E
    SEATTLE,WA98115
    NONE EXEMPT GENERAL EXPENSES 7,000
    FIRST PRESBYTERIAN OF MISSOULA
    201 S FIFTH STREET W
    MISSOULA,MT59801
    NONE EXEMPT GENERAL EXPENSES 2,500
    FIRST PRESBYTERIAN OF PETOSKY
    501 E MITCHELL STREET
    PETOSKY,MI497702625
    NONE EXEMPT GENERAL EXPENSES 4,500
    GO GIRL GOLF
    9567 OLYMPUS BEACH RD
    BAINBRIDGE ISLAND,WA98110
    NONE EXEMPT GENERAL EXPENSES 2,000
    HABITAT FOR HUMANITY
    3001 FOURTH STREET SE
    MINNEAPOLIS,MN55414
    NONE EXEMPT GENERAL EXPENSES 10,000
    HOPE COLLEGE
    PO BOX 9000
    HOLLAND,MI494229000
    NONE EXEMPT GENERAL EXPENSES 10,000
    HOSPITALITY HOUSE
    1220 LOGAN AVE N P 0 BOX 11008
    MINNEAPOLIS,MN55411
    NONE EXEMPT GENERAL EXPENSES 4,000
    JOURNEYCARE
    410 SOUTH HAGER AVE
    BARRINGTON,IL60010
    NONE EXEMPT GENERAL EXPENSES 17,000
    JUVENILE DIABETES FOUNDATION FOR RESEARCH
    11 SOUTH LASALLE STREET STE 1800
    CHICAGO,IL606031344
    NONE EXEMPT GENERAL EXPENSES 5,000
    KIDIMU
    301 RAVINE LANE
    BAINBRIDGE ISLAND,WA98110
    NONE EXEMPT GENERAL EXPENSES 1,000
    MERCY HOUSE TRANSITIONAL LIVING CENTER
    PO BOX 1905
    SANTA ANA,CA92702
    NONE EXEMPT GENERAL EXPENSES 2,000
    MINNEHAHA ACADEMY ANNUAL FUND
    3100 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55406
    NONE EXEMPT GENERAL EXPENSES 24,000
    MINNEHAHA CAPITAL CAMPAIGN
    3100 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55406
    NONE EXEMPT GENERAL EXPENSES 10,000
    MISSOULA YOUTH HOMES
    PO BOX 7616
    MISSOULA,MT598077616
    NONE EXEMPT SPECIAL NEEDS AND ACTIVITIES FUND 2,500
    MONTANA STATE UNIVERSITY
    1501 S 11TH AVE PO BOX 172750
    BOZEMAN,MT597172750
    NONE EXEMPT GENERAL EXPENSES 2,500
    NANTUCKET CONSERVATION FOUNDATION
    PO BOX 13 118 CLIFF RD
    NANTUCKET,MA02554
    NONE EXEMPT GENERAL EXPENSES 11,000
    NANTUCKET LAND COUNCIL
    PO BOX 502
    NANTUCKET,MA02554
    NONE EXEMPT GENERAL EXPENSES 11,000
    NATURE CONSERVANCY OF MN
    1101 WEST RIVER PKWY SUITE 200
    MINNEAPOLIS,MN554151291
    NONE EXEMPT GENERAL EXPENSES 9,000
    NATURE CONSERVANCY OF WI
    633 WEST MAIN STREET
    MADISON,WI53703
    NONE EXEMPT GENERAL EXPENSES 10,000
    NORTH PARK SEMINARY RUTH AND BERNARD DOUGLASS ENDOWMENT FUND
    3225 WEST FOSTER AVE
    CHICAGO,IL606254895
    NONE EXEMPT GENERAL EXPENSES 12,000
    NORTHWESTERN MUSIC SCHOOL
    711 ELGIN RD
    EVANSTON,IL602081200
    NONE EXEMPT GENERAL EXPENSES 10,000
    NORTHWESTERN UNIVERSITY ATHLETIC DEPARTMENT
    2020 RIDGE AVE
    EVANSTON,IL602084305
    NONE EXEMPT GENERAL EXPENSES 8,000
    PARKVIEW UNITED CHURCH OF CHRIST
    3737 BELLAIRE AVE
    WHITE BEAR LAKE,MN55110
    NONE EXEMPT GENERAL EXPENSES 10,000
    PEO FOUNDATION
    3700 GRAND AVE
    DES MOINES,IA503122899
    NONE EXEMPT GENERAL EXPENSES 6,000
    PETOSKY YMCA
    622 HOWARD STREET
    PETOSKY,MI497702724
    NONE EXEMPT GENERAL EXPENSES 7,000
    SALEM COVENANT CHURCH ANNUAL FUND
    2655 FIFTH STREET NW
    NEW BRIGHTON,MN55112
    NONE EXEMPT GENERAL EXPENSES 12,000
    SALVATION ARMY
    PO BOX 269 615 SLATERS LANE
    ALEXANDRIA,VA22313
    NONE EXEMPT GENERAL EXPENSES 10,000
    SALVATION ARMY OF MN
    2445 PRIOR AVEUE N
    ROSEVILLE,MN55113
    NONE EXEMPT GENERAL EXPENSES 15,000
    SMITH COLLEGE
    33 ELM STREET
    NORTHAMPTON,MA01063
    NONE EXEMPT GENERAL EXPENSES 12,000
    SPARE KEY
    2021 E HENNEPIN AVE STE 475
    MINNEAPOLIS,MN554131870
    NONE EXEMPT GENERAL EXPENSES 8,000
    ST PAUL CHAMBER ORCHESTRA
    408 ST PETER STREET SUITE 500
    ST PAUL,MN551021497
    NONE EXEMPT GENERAL EXPENSES 20,000
    SUSAN G KOMEN FOUNDATION
    5005 LJB FREEWAY SUITE 250
    DALLAS,TX75244
    NONE EXEMPT GENERAL EXPENSES 10,000
    TWIN CITIES OPERA GUILD
    1043 GRAND AVE 189
    ST PAUL,MN55105
    NONE EXEMPT GENERAL EXPENSES 8,000
    UNION GOSPEL MISSION
    77 9TH STREET EAST
    ST PAUL,MN55101
    NONE EXEMPT GENERAL EXPENSES 5,000
    UNIVERSITY OF MONTANA
    BRANTLY HALL PO BOX 7159
    MISSOULA,MT598077159
    NONE EXEMPT GENERAL EXPENSES 3,500
    UNIVERSITY OF PUGET SOUND
    1500 NORTH WARNER 1056
    TACOMA,WA984161056
    NONE EXEMPT GENERAL EXPENSES 4,000
    UNIVERSITY OF REDLANDS
    PO 3OX 3080
    REDLANDS,CA923730999
    NONE EXEMPT GENERAL EXPENSES 2,000
    UNIVERSITY OF VERMONT PARENTS FUND
    411 MAIN STREET
    BURLINGTON,VT054013470
    NONE EXEMPT GENERAL EXPENSES 2,000
    YALE UNIVERSITY
    265 CHURCH ST P 0 BOX 2038
    NEW HAVEN,CT065212038
    NONE EXEMPT GENERAL EXPENSES 12,000
    WATSON'S CHILDREN'S SHELTER
    4978 BUCKHOUSE LANE
    MISSOULA,MT59804
    NONE EXEMPT GENERAL EXPENSES 2,500
    THE BALLARD FOOD BANK
    5130 LEARY AVENUE NW
    SEATTLE,WA98107
    NONE EXEMPT GENERAL EXPENSES 1,000
    OPENLANDS
    25 EAST WASHINGTON ST STE 1650
    CHICAGO,IL606021708
    NONE EXEMPT GENERAL EXPENSES 5,000
    MUSEUM OF THE ROCKIES
    600 W KAGY BLVD
    BOZEMAN,MT597172750
    NONE EXEMPT GENERAL EXPENSES 10,000
    Total .................................bullet 3a 510,000
    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 ............
        14 406  
    4 Dividends and interest from securities....     14 257,018  
    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 .............
        18 438,996  
    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).. 0 696,420 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13696,420
    (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:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,750 875   875

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Category Amount
    NOT APPLICABLE 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC GLOBAL NOTE 5/15/18 53,056 56,245
    BANK OF AMER INTERNOTES 8/15 54,005 54,495
    BANK OF AMERICA CORP 8/15/12 110,785 107,152
    BP CAPITAL MARKETS 3/10/19 52,631 55,336
    CATERPILLAR INC 12/15/18 53,887 61,526
    CITIGROUP INC 1/7/16 79,216 78,668
    CONSOLIDATED EDISON 4/1/19 26,906 29,884
    DEERE & CO NOTE 10/16/19 50,565 55,161
    DU PONT NOTE 1/15/20 50,731 55,679
    FLORIDA POWER & LIGHT 11/1/17 26,784 28,071
    GOLDMAN SACHS SR GLOBAL NOTE 51,360 50,270
    GOLDMAN SACHS SR NOTE 1/15 48,295 52,470
    JP MORGAN CHASE GLOB SR NOTE 50,182 50,945
    KIMBERLY CLARK NOTE 8/1/17 55,234 56,455
    LLOYDS TSB BANK PLC 53,127 52,285
    PEPSICO SR NOTE 1/15/20 50,402 55,762
    ST PAUL TRAVELLERS SR NOTE 6/ 51,436 54,188
    VERIZON COMM NOTE 4/15/18 51,345 57,024
    WACHOVIA CORP NOTE 8/1/14 0 0
    WESTERN UNION NOTE 10/1/16 49,060 54,155
    CD NY STATE BANK OF INDIA 4 100,000 100,118
    CD UT GE CAP FINAN 12/2/16 75,000 75,736
    CD UT MIDVALE ALLY BANK 0 0
    CD UT SLC CIT BK 3/18/14 0 0
    WELLS FARGO & CO 8/15/23 102,016 105,118
    NY STATE BANK OF INDIA 6 100,000 99,834
    CD OH FIFTH THIRD BNK 5/1/14 0 0
    CD TN MOUNTAIN COMM BNK 50,000 48,581
    CD UT DRAPER GE CAPITAL 11 100,000 99,625
    VANGUARD SHORT-TERM CORP BOND 160,405 160,360
    CD DE WILMINGTON COMENITY 100,000 98,364
    CD NY BANK OF CHINA 8/13/15 100,000 99,792
    CD NY GOLDMAN SACHS 5/22 100,000 98,675

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M 175,402 368,207
    AT&T INC 158,837 212,280
    DEERE & CO 115,050 303,170
    EXXON MOBIL CORP 206,551 452,700
    GENUINE PARTS 92,217 411,120
    HORMEL 76,260 371,560
    INTEL CORP 271,368 409,750
    J M SMUCKER 97,898 153,855
    ORACLE CORP 0 0
    SYSCO 119,718 161,040
    TARGET CORP 54,867 148,000
    VERIZON COMMUNICATIONS 76,799 101,180
    WELLS FARGO 217,063 435,840
    ABBVIE INC 0 0
    CSX CORP 104,776 145,960
    ROYCE DUTCH SHELL PLC 0 0
    APPLE INC 108,589 166,502
    FORD MOTOR CO 64,315 62,920

    TY 2013 InvestmentsOtherSchedule2
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    QQQQ FMV 0 0
    SPDR S&P MIDCAP FMV 194,216 394,290
    AERICAN NEW WORLD FUND FMV 228,648 236,461
    AMERICAN CAPITAL WORLD G&I FMV 193,223 249,659
    AMERICAN EURO PACIFIC GROWTH FMV 252,789 311,236
    BLACKROCK GLOBAL FMV 226,848 255,340
    ROYCE VALUE TR INC FMV 0 0
    TEMPLETON GLOBAL FUND FMV 520,000 506,472
    VANGUARD HIGH DIV YLD FMV 98,995 140,220
    VANGUARD EXTD MKT ETF FMV 66,343 88,140
    FIRST EAGLE OVERSEAS FUND AT COST 209,238 213,147
    FRANKLIN CUST FUND AT COST 150,000 158,014
    ROYAL GLOBAL VALUE TR AT COST 232,833 246,227
    POWERSHARES AT COST 419,120 954,090

    TY 2013 OtherAssetsSchedule
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED INFLATION ADJUSTMENT 917    


    TY 2013 OtherExpensesSchedule
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 150 150   0
    FILING FEES 25 0   25
    OFFICE SUPPLIES 275 0   275


    TY 2013 TaxesSchedule
    Name:
    RICE FAMILY FOUNDATION CO JAMES A BOWDITCH
    EIN: 36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAID 22,569 0   0
    FOREIGN TAX PAID 417 417   0