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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

51-0175745
B Telephone number (see instructions)

(603) 229-5810
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,677,613J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 166,457 166,457  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 646,150
b Gross sales price for all assets on line 6a 2,782,067
7 Capital gain net income (from Part IV, line 2)... 646,150
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 812,607 812,607  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,183 53,183    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 725 725 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,910 1,487   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 228 228    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,046 55,623 0 0
25 Contributions, gifts, grants paid........ 348,384 348,384
26 Total expenses and disbursements. Add lines 24 and 25 432,430 55,623 0 348,384
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 380,177
b Net investment income (if negative, enter -0-) 756,984
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 56,672 231,984 231,984
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,662,575 Click to see attachment1,570,516 1,562,245
b Investments—corporate stock (attach schedule)........ 3,303,571 Click to see attachment3,619,357 4,444,335
c Investments—corporate bonds (attach schedule)........ 1,459,368 Click to see attachment1,440,495 1,439,049
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 6,482,186 6,862,352 7,677,613
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,482,186 6,862,352
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 instructions)...... 6,482,186 6,862,352
31 Total liabilities and net assets/fund balances (see instructions).. 6,482,186 6,862,352
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 6,482,186
2 Enter amount from Part I, line 27a..................... 2 380,177
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,862,363
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 11
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,862,352
Form 990-PF (2014)
Form 990-PF (2014)
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 253. ALLEGION PLC   2013-11-22 2014-01-21
b 540. ABBOTT LABS CO   2013-01-15 2014-01-28
c 700. AMERICAN EXPRESS CO   2009-02-11 2014-01-28
d 10. AUTO DATA PROCESSING INC   2013-11-22 2014-01-28
e 1100. AUTO DATA PROCESSING INC   2008-10-20 2014-01-28
30. CHEVRONTEXACO CORP   2013-11-22 2014-01-28
680. CHEVRONTEXACO CORP   2008-10-20 2014-01-28
120. CISCO SYSTEMS INC   2013-11-22 2014-01-28
2810. CISCO SYSTEMS INC   2012-03-26 2014-01-28
360. COLGATE PALMOLIVE CO   2009-02-11 2014-01-28
120. COMCAST CORP SPECIAL CL A   2013-11-22 2014-01-28
975. CONOCOPHILLIPS COM   2009-03-02 2014-01-28
1455. WALT DISNEY CO   2010-01-12 2014-01-28
140. EMC CORPORATION/MASS   2013-11-22 2014-01-28
2430. EMC CORPORATION/MASS   2009-03-02 2014-01-28
100. EXXON MOBIL CORP COM   2008-05-12 2014-01-28
20. EXXON MOBIL CORP COM   2013-11-22 2014-01-28
1660. GENERAL ELECTRIC CO   2009-03-02 2014-01-28
70. HOME DEPOT INC   2013-11-22 2014-01-28
1270. HOME DEPOT INC   2009-11-02 2014-01-28
740. JOHNSON & JOHNSON CO   2004-11-23 2014-01-28
30. MCDONALDS CORP   2013-11-22 2014-01-28
100. MCDONALDS CORP   2005-02-25 2014-01-28
10. MONSANTO CO NEW   2013-11-22 2014-01-28
385. MONSANTO CO NEW   2010-11-23 2014-01-28
230. PEPSICO INCORPORATED   2010-01-12 2014-01-28
20. SOUTHERN CO   2013-11-22 2014-01-28
915. SOUTHERN CO   2009-03-02 2014-01-28
10. TEXAS INSTRUMENTS   2013-11-22 2014-01-28
640. 3M CO   2009-02-11 2014-01-28
10. UNITED TECHNOLOGIES   2013-11-22 2014-01-28
380. UNITED TECHNOLOGIES   2009-03-02 2014-01-28
70. UNITEDHEALTH GROUP INC COM   2013-11-22 2014-01-28
50. UNITEDHEALTH GROUP INC COM   2002-07-17 2014-01-28
10. WAL MART STORES INC   2013-11-22 2014-01-28
710. WAL MART STORES INC   2010-01-12 2014-01-28
90. YUM BRANDS INC   2013-11-22 2014-01-28
740. YUM BRANDS INC   2011-05-09 2014-01-28
660. ZIMMER HLDGS INC   2009-03-02 2014-01-28
520. THERMO ELECTRON CORPORATION   2014-01-28 2014-02-04
5000. BERKSHIRE HATHAWAY 5.40% 5/15/2018 DTD 11/15/2008   2013-06-17 2014-02-19
5000. CATERPILLAR FINL SE 2.05% 08/01/2016 DTD 07/29/2011   2013-06-18 2014-02-19
5000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-10-26 2014-02-19
5000. F.H.L.M.C. NOTES 3.75% 03/27/2019 DTD 03/27/2009   2013-06-18 2014-02-19
5000. FNMA 5.375% 06/12/2017 DTD 06/08/07   2011-11-03 2014-02-19
4979.431 FIDELITY SPARTAN HIGH INCOME   2013-07-29 2014-02-19
5000. GEN ELEC CAP CORP 5.625% 09/15/2017 DTD 09/24/07   2013-06-17 2014-02-19
5000. JPMORGAN CHASE & CO 6% 01/15/2018 DTD 12/20/07   2013-06-17 2014-02-19
5000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2010-08-16 2014-02-19
5000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006   2011-11-30 2014-02-19
5000. U S TREASURY NOTE 3.125% 05/15/2019 DTD 05/15/09   2012-08-06 2014-02-19
5000. U S TREASURY BOND 2.625% 08/15/2020 DTD 08/15/10   2013-06-17 2014-02-19
5000. WACHOVIA CORP 5.750% 02/01/2018 DTD 01/31/08   2013-06-18 2014-02-19
390. COMCAST CORP SPECIAL CL A   2013-11-22 2014-02-20
210. DAVITA INC   2014-01-28 2014-02-20
160. DAVITA INC   2014-01-28 2014-02-24
160000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2012-08-08 2014-03-14
80. ABBOTT LABS CO   2013-01-15 2014-04-08
50. ABBVIE INC   2014-01-28 2014-04-08
50. AETNA U S HEALTHCARE INC   2014-01-28 2014-04-08
60. AGILENT TECHNOLOGIES INC COM   2014-01-28 2014-04-08
20. AMERICAN EXPRESS CO   2014-02-04 2014-04-08
50. AMERICAN INTL GROUP INC COM NEW   2013-11-22 2014-04-08
20. AMERIPRISE FINANCIAL INC   2013-11-22 2014-04-08
10. APPLE COMPUTER, INC   2014-01-28 2014-04-08
140. APPLIED MATERIALS   2013-11-22 2014-04-08
20. BLACKROCK INC CL A   2013-11-22 2014-04-08
40. BOEING CO   2014-01-28 2014-04-08
50. CIT GROUP INC COM NEW   2013-11-22 2014-04-08
50. CVS CORP   2014-01-28 2014-04-08
30. CAMERON INTERNATIONAL CORP   2014-01-28 2014-04-08
30. CAPITAL ONE FINANCIAL CORP   2014-01-28 2014-04-08
80. CENTURYTEL INC COM   2013-11-22 2014-04-08
50. CITIGROUP INC.   2014-01-28 2014-04-08
30. COLGATE PALMOLIVE CO   2009-02-11 2014-04-08
50. DANAHER CORP   2014-01-28 2014-04-08
40. DEVON ENERGY CORPORATIOIN NE COM   2014-01-28 2014-04-08
40. E I DUPONT DE NEMOURS INC   2014-01-28 2014-04-08
50. ELECTRONIC ARTS COM   2014-01-28 2014-04-08
40. EXXON MOBIL CORP COM   2008-05-12 2014-04-08
60. FIDELITY NATL INFORMATION SV   2014-01-28 2014-04-08
40. GENERAL MTRS CO COM   2014-01-28 2014-04-08
20. GENUINE PARTS CO   2014-01-28 2014-04-08
170. INTL GAME TECHNOLOGY   2014-01-28 2014-04-08
60. INTERNATIONAL PAPER CO   2013-11-22 2014-04-08
50. KOHL'S CORP   2014-01-28 2014-04-08
70. MARSH & MCLENNAN CORP   2014-01-28 2014-04-08
20. MCDONALDS CORP   2005-02-25 2014-04-08
140. MICROSOFT CORPORATION   2014-01-28 2014-04-08
40. NATIONAL-OILWELL INC   2013-11-22 2014-04-08
50. NORTHEAST UTILITIES CORP   2014-01-28 2014-04-08
30. NORTHERN TRUST CORP   2014-01-28 2014-04-08
30. OCCIDENTAL PETROLEUM CO   2014-01-28 2014-04-08
110. ORACLE CORPORATION   2014-01-28 2014-04-08
30. PEPSICO INCORPORATED   2009-02-11 2014-04-08
20. PRAXAIR INCORPORATED COMMON   2014-01-28 2014-04-08
30. ROCKWELL COLLINS INC COM   2014-01-28 2014-04-08
110. STAPLES INC   2014-01-28 2014-04-08
60. TJX COMPANIES INC.   2014-01-28 2014-04-08
80. TEXAS INSTRUMENTS   2013-11-22 2014-04-08
50. TIME WARNER INC   2013-11-22 2014-04-08
40. UNITEDHEALTH GROUP INC COM   2002-07-17 2014-04-08
10. VISA INC. - CL A   2014-01-28 2014-04-08
60. WISCONSIN ENERGY CORP   2014-01-28 2014-04-08
30. DELPHI AUTOMOTIVE PLC   2014-01-28 2014-04-08
40. INGERSOLL-RAND PLC SHS   2014-01-28 2014-04-08
30. SEAGATE TECHNOLOGY PLC SHS   2014-02-03 2014-04-08
680.461 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-23 2014-04-09
210.482 HARBOR INTERNATIONAL FUND   2010-11-23 2014-04-09
205.894 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2013-06-17 2014-04-09
750. GENERAL MTRS CO COM   2014-01-28 2014-04-11
640. INTL GAME TECHNOLOGY   2014-01-28 2014-04-23
890. INTL GAME TECHNOLOGY   2014-01-28 2014-04-24
830. INTL GAME TECHNOLOGY   2014-01-28 2014-04-30
670. INTL GAME TECHNOLOGY   2014-01-28 2014-05-06
380. ELECTRONIC ARTS COM   2014-01-28 2014-05-07
560. ELECTRONIC ARTS COM   2014-01-28 2014-05-08
55000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2013-06-17 2014-05-20
15000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2012-08-08 2014-05-20
45000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2012-10-25 2014-05-20
30000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2013-11-13 2014-05-20
195. NOW INC   2014-01-28 2014-06-09
120. TIME INC   2014-01-28 2014-06-16
610. CAPITAL ONE FINANCIAL CORP   2013-11-22 2014-06-18
2030. STAPLES INC   2014-01-28 2014-06-18
2450.139 VANGUARD INFLTN PRTCTD SEC FD #5119   2013-06-17 2014-06-26
2745.729 VANGUARD SHORT-TERM FED-ADM #549   2014-02-19 2014-06-26
140. AETNA U S HEALTHCARE INC   2014-01-28 2014-06-30
18. VERITIV CORP   2013-11-22 2014-07-10
.928 VERITIV CORP   2014-01-28 2014-07-21
200. DAVITA INC   2014-01-28 2014-07-24
170. EXXON MOBIL CORP COM   2008-05-12 2014-07-25
220. DAVITA INC   2014-01-28 2014-08-01
220. AETNA U S HEALTHCARE INC   2014-01-28 2014-08-12
75000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2013-06-18 2014-08-13
270. DELPHI AUTOMOTIVE PLC   2013-11-22 2014-08-27
220. DELPHI AUTOMOTIVE PLC   2013-11-22 2014-08-28
35000. SBC COMMUNICATIONS 5.10% 09/15/2014 DTD 10/27/2004   2013-06-18 2014-09-15
30000. US TREASURY BOND 2.5% 08/15/2023 DTD 08/15/2013   2014-05-20 2014-09-15
100. AETNA U S HEALTHCARE INC   2014-01-28 2014-10-15
140. TIME WARNER INC   2013-11-22 2014-10-16
390. AETNA U S HEALTHCARE INC   2014-01-28 2014-10-28
60000. FED NATL MTG ASSN .375% 03/16/2015 DTD 02/06/2012   2013-06-18 2014-11-10
35000. PFIZER INC NOTES 5.35% 3/15/2015 DTD 03/24/2009   2013-06-17 2014-11-10
40. KEYSIGHT TECHNOLOGIES INC   2014-01-28 2014-11-24
550. KEYSIGHT TECHNOLOGIES INC   2013-11-22 2014-11-24
70000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2013-06-18 2014-12-10
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 12,220   10,531 1,689
b 19,671   17,970 1,701
c 60,753   11,371 49,382
d 768   798 -30
e 84,450   38,758 45,692
3,505   3,710 -205
79,452   46,236 33,216
2,608   2,580 28
61,073   59,958 1,115
22,620   11,294 11,326
6,144   5,672 472
64,481   33,902 30,579
106,035   41,529 64,506
3,548   3,375 173
61,580   24,958 36,622
9,554   8,921 633
1,911   1,899 12
42,188   12,749 29,439
5,486   5,535 -49
99,526   34,298 65,228
66,587   44,696 21,891
2,824   2,944 -120
9,413   3,248 6,165
1,081   1,135 -54
41,628   31,799 9,829
18,953   12,633 6,320
823   826 -3
37,649   32,525 5,124
427   424 3
83,000   32,827 50,173
1,134   1,098 36
43,083   23,530 19,553
5,037   5,129 -92
3,598   1,153 2,445
752   793 -41
53,383   40,927 12,456
6,140   6,932 -792
50,484   30,391 20,093
62,194   25,641 36,553
58,719   58,404 315
5,770   5,866 -96
5,154   5,170 -16
5,391   5,722 -331
5,497   5,616 -119
5,721   6,063 -342
47,006   46,359 647
5,728   5,761 -33
5,776   5,811 -35
5,151   5,654 -503
5,538   5,924 -386
5,380   5,701 -321
5,186   5,352 -166
5,777   5,866 -89
19,523   18,433 1,090
13,767   13,466 301
10,894   10,260 634
164,381   176,222 -11,841
3,007   2,662 345
2,456   2,400 56
3,640   3,456 184
3,286   3,496 -210
1,731   1,682 49
2,499   2,474 25
2,149   2,149  
5,245   5,080 165
2,774   2,402 372
6,041   6,064 -23
4,973   5,501 -528
2,410   2,499 -89
3,656   3,407 249
1,883   1,727 156
2,271   2,112 159
2,711   2,457 254
2,326   2,473 -147
1,967   941 1,026
3,707   3,760 -53
2,713   2,374 339
2,677   2,386 291
1,437   1,238 199
3,906   3,568 338
3,167   3,050 117
1,380   1,474 -94
1,723   1,667 56
2,286   2,519 -233
2,720   2,792 -72
2,833   2,561 272
3,349   3,217 132
1,961   650 1,311
5,579   5,052 527
3,128   3,349 -221
2,271   2,148 123
1,878   1,829 49
2,848   2,654 194
4,430   4,068 362
2,505   1,520 985
2,568   2,515 53
2,340   2,290 50
1,349   1,483 -134
3,624   3,505 119
3,746   3,393 353
3,264   3,338 -74
3,231   923 2,308
2,030   2,210 -180
2,839   2,491 348
1,986   1,774 212
2,205   2,224 -19
1,670   1,526 144
23,809   18,230 5,579
15,321   12,126 3,195
6,055   5,355 700
24,309   27,633 -3,324
8,102   9,485 -1,383
11,205   13,190 -1,985
10,247   12,301 -2,054
8,442   9,930 -1,488
12,563   9,406 3,157
18,985   13,861 5,124
56,111   58,139 -2,028
15,303   16,329 -1,026
46,397   47,312 -915
30,932   31,036 -104
6,274   6,568 -294
2,769   2,530 239
49,295   42,224 7,071
22,599   27,375 -4,776
65,443   65,188 255
29,517   29,489 28
11,384   9,677 1,707
655   602 53
35   31 4
14,398   12,825 1,573
17,520   15,166 2,354
15,631   14,107 1,524
16,590   15,207 1,383
75,950   77,828 -1,878
18,781   15,543 3,238
15,240   12,665 2,575
35,000   38,385 -3,385
30,019   30,175 -156
7,278   6,912 366
10,500   8,977 1,523
29,997   26,958 3,039
59,722   59,636 86
35,582   39,001 -3,419
1,313   1,287 26
18,056   16,415 1,641
72,902   77,938 -5,036
      73,339
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       1,689
b       1,701
c       49,382
d       -30
e       45,692
      -205
      33,216
      28
      1,115
      11,326
      472
      30,579
      64,506
      173
      36,622
      633
      12
      29,439
      -49
      65,228
      21,891
      -120
      6,165
      -54
      9,829
      6,320
      -3
      5,124
      3
      50,173
      36
      19,553
      -92
      2,445
      -41
      12,456
      -792
      20,093
      36,553
      315
      -96
      -16
      -331
      -119
      -342
      647
      -33
      -35
      -503
      -386
      -321
      -166
      -89
      1,090
      301
      634
      -11,841
      345
      56
      184
      -210
      49
      25
       
      165
      372
      -23
      -528
      -89
      249
      156
      159
      254
      -147
      1,026
      -53
      339
      291
      199
      338
      117
      -94
      56
      -233
      -72
      272
      132
      1,311
      527
      -221
      123
      49
      194
      362
      985
      53
      50
      -134
      119
      353
      -74
      2,308
      -180
      348
      212
      -19
      144
      5,579
      3,195
      700
      -3,324
      -1,383
      -1,985
      -2,054
      -1,488
      3,157
      5,124
      -2,028
      -1,026
      -915
      -104
      -294
      239
      7,071
      -4,776
      255
      28
      1,707
      53
      4
      1,573
      2,354
      1,524
      1,383
      -1,878
      3,238
      2,575
      -3,385
      -156
      366
      1,523
      3,039
      86
      -3,419
      26
      1,641
      -5,036
       
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 2 646,150
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 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))
2013 363,004 7,251,279 0.050061
2012 345,617 6,940,483 0.049797
2011 342,091 6,885,873 0.04968
2010 351,389 6,676,395 0.052632
2009 387,368 6,218,980 0.062288
2 Total of line 1, column (d) ...................... 2 0.264458
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 0.052892
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 7,518,805
5 Multiply line 4 by line 3....................... 5 397,685
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,570
7 Add lines 5 and 6......................... 7 405,255
8 Enter qualifying distributions from Part XII, line 4.............. 8 348,384
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 (2014)
Form 990-PF (2014)
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 15,140
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 15,140
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 15,140
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 15,036
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,036
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 104
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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 Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (603) 229-5810
    Located atbullet143 NORTH MAIN STREETCONCORDNH ZIP+4bullet03301
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    TD Bank NA Trustee
    1     		53,183    
    PO Box 477
    Concord,NH033020477
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,421,682
    b
    Average of monthly cash balances.......................
    1b
    211,623
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,633,305
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,633,305
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    114,500
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,518,805
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    375,940
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    375,940
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    15,140
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    360,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    360,800
    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
    360,800
    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
    348,384
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    348,384
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    348,384
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 360,800
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 7,891
    c From 2011....... 2,923
    d From 2012....... 1,885
    e From 2013....... 15,475
    fTotal of lines 3a through e......... 28,174
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 348,384
    a Applied to 2013, 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 2014 distributable amount..... 348,384
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 12,416 12,416
    (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 15,758
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		15,758
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 283
    d Excess from 2013.... 15,475
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    DIVISION OF FOREST & LANDS
    ATTN SUSAN FRANCHER
    172 PEMBROKE RD
    CONCORD,NH033021856     		NONE 501(C)(3) DAILY OPERATIONS 348,384
    Total .................................bullet 3a 348,384
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 166,457  
    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 .............     		    18 646,150  
    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)..   812,607  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13812,607
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 725 725    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35000 AT&T INC 4.45% 35,950 37,604
    60000 ANHEUSER-BUSCH 1.375% 60,466 59,947
    50000 BK OF NOVA SCOTIA 1.1% 50,045 50,035
    70 BERKSHIRE HATHAWAY 5.40% 76,733 78,324
    55000 CATERPILLAR FINL SE 56,468 56,055
    35000 CISCO SYSTEMS INC 4.95% 38,242 39,117
    75000 COCA COLA CO 1.50% 72,270 75,735
    35000 COMCAST CORP 2.85% 34,800 34,767
    70000 GEN ELEC CAP CORP 76,099 77,704
    20000 GEN ELEC CAP CORP 20,270 20,126
    70000 JPMORGAN CHASE & CO 78,241 78,319
    80000 ONTARIO PROVINCE OF 1.65 79,458 79,079
    55000 PROVINCE OF QUEBEC 2.750 55,280 56,117
    35000 TOYOTA MOTOR CREDIT 35,955 35,635
    30000 US BANCORP 1.95% 30,036 30,091
    70000 WACHOVIA CORP 5.75% 78,928 78,385
    60000 WAL-MART STORES INC 61,211 60,556
    11322.963 FIDELITY HIGH INCOME 105,417 100,774
    8214.721 TDAM 5 TO 10 YEAR COR 85,646 84,447
    4874.156 TDAM 1 TO 5 CORP BD 49,355 48,937
    5247.224 VANGUARD INFLTN PRTCT 138,159 135,746
    11296.359 VANGUARD SHORT-TERM 121,466 121,549

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Name of Stock End of Year Book Value End of Year Fair Market Value
    580 COMCAST CORP SPECIAL 27,413 33,388
    360 GENUINE PARTS CO 30,007 38,365
    580 HOME DEPOT INC 46,377 60,883
    870 KOHLS CORP 44,557 53,105
    250 LAS VEGAS SANDS CORP COM 15,437 14,540
    540 MCDONALDS CORP 22,334 50,598
    990 TJX COMPANIES INC 57,840 67,894
    820 TIME WARNER INC 52,339 70,044
    890 CVS HEALTH CORPORATION 58,996 85,716
    510 COLGATE PALMOLIVE CO 16,000 35,287
    580 PEPSICO INCORPORATED 29,393 54,845
    290 SMUCKER J M CO NEW 28,795 29,284
    256 CALIFORNIA RESOURCES CORPO 2,027 1,411
    600 CAMERON INTERNATIONAL CORP 34,540 29,970
    620 DEVON ENERGY CORPORATION 37,104 37,950
    530 EXXON MOBIL CORP 41,585 48,999
    780 NATIONAL-OILWELL INC 58,411 51,113
    640 OCCIDENTAL PETROLEUM CO 56,113 51,590
    520 AMERICAN EXPRESS CO 18,735 48,381
    1150 AMERICAN INTL GROUP 57,429 64,412
    420 AMERIPRISE FINANCIAL INC 45,097 55,545
    270 BLACKROCK INC CL A 81,556 96,541
    1240 CIT GROUP INC 60,689 59,309
    880 CME GROUP INC 70,577 78,012
    1150 CITIGROUP INC 57,433 62,227
    1000 FIDELITY NATL INFORMATION 50,771 62,200
    1170 MARSH & MCLENNAN CORP 53,762 66,971
    850 METLIFE INC 45,008 45,977
    1450 MORGAN STANLEY 45,559 56,260
    730 NORTHERN TRUST CORP 44,334 49,202
    290 VISA INC - CL A 64,082 76,038
    1280 ABBOTT LABS CO 32,972 57,626
    940 ABBVIE INC 45,123 61,514
    1180 AGILENT TECHNOLOGIES INC 46,412 48,309
    450 AMERICOURCEBERGEN CORP 30,885 40,572
    790 UNITEDHEALTH GROUP INC 17,880 79,861
    730 INGERSOLL-RAND PLC 39,739 46,275
    720 BOEING CO 97,880 93,586
    910 DANAHER CORP SHS BEN INT 67,883 77,996
    660 ROCKWELL COLLINS INC 51,247 55,757
    435 UNTIED TECHNOLOGIES 28,840 50,025
    810 SEAGATE TECHNOLOGY PLC 39,476 53,865
    670 CHECK POINT SOFTWARE TECH 42,725 52,642
    1270 APPLE COMPUTER INC 75,838 140,183
    2470 APPLIED MATERIALS 42,247 61,552
    750 CITRIX SYS INC 42,920 47,850
    2550 MICROSOFT CORPORATION 78,624 118,448
    1890 ORACLE CORPORATION 66,754 84,993
    1360 TEXAS INSTRUMENTS 57,687 72,712
    760 E I DUPONT DE NEMOURS INC 45,336 56,194
    110 ECOLAB INC 10,984 11,497
    990 INTERNATIONAL PAPER CO 45,420 53,044
    480 PRAXAIR INCORPORATED COMMO 60,345 62,189
    1440 CENTURYLINK INC COM 44,155 56,995
    940 NORTHEAST UTILITIES CORP 40,379 50,309
    1090 WISCONSIN ENERGY CORP 45,260 57,487
    11401.057 INVESCO INTERNATIONA 305,434 372,701
    3867.357 BUFFALO SMALL CAP FD 101,777 122,247
    5460.130 HARBOR INTERNATIONAL 314,558 353,707
    4785.940 HARTFORD MUT FDS 112,788 138,074
    5335.669 PERKINS MID CAP VALUE 120,076 106,713
    5396.124 ROYCE SPECIAL EQUITY 113,413 123,355

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    US Government Securities - End of Year Book Value:

    1,570,516
    US Government Securities - End of Year Fair Market Value:

    1,562,245
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherDecreasesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 114 114   0
    OTHER NON-ALLOCABLE EXPENSE - 114 114   0


    TY 2014 TaxesSchedule
    Name:
    JOHN ELWYN STONE TRUST UW XXX-XX-XXXX
    EIN: 51-0175745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 447 447   0
    FEDERAL TAX PAYMENT - PRIOR YE 13,387 0   0
    FEDERAL ESTIMATES - PRINCIPAL 15,036 0   0
    FOREIGN TAXES ON QUALIFIED FOR 638 638   0
    FOREIGN TAXES ON NONQUALIFIED 402 402   0