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
LEO & KATHRYNE E FRIEDMAN MEMORIAL
 

Number and street (or P.O. box number if mail is not delivered to street address)PNC BANK NA 620 LIBERTY AVENUE 10   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222705
A Employer identification number

23-7904319
B Telephone number (see instructions)

(412) 762-2950
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$576,777J 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...... 13,705 13,705  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,640
b Gross sales price for all assets on line 6a 258,510
7 Capital gain net income (from Part IV, line 2)... 43,640
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)....... Click to see attachment 53    
12 Total. Add lines 1 through 11........ 57,398 57,345  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,807 2,527   280
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 689 22   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,496 2,549 0 280
25 Contributions, gifts, grants paid........ 25,094 25,094
26 Total expenses and disbursements. Add lines 24 and 25 28,590 2,549 0 25,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,808
b Net investment income (if negative, enter -0-) 54,796
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.......... 5,794 20,111 20,111
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)      
b Investments—corporate stock (attach schedule)........ 161,592 Click to see attachment165,620 236,529
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 306,593 Click to see attachment312,311 320,137
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) 473,979 498,042 576,777
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......... 470,718 495,176
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,261 2,866
30 Total net assets or fund balances (see instructions)...... 473,979 498,042
31 Total liabilities and net assets/fund balances (see instructions).. 473,979 498,042
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)............... 1 473,979
2 Enter amount from Part I, line 27a..................... 2 28,808
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 502,787
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4,745
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 498,042
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 34. BAXTER INTERNATIONAL INC   2013-08-08 2014-01-01
b 66. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
c 143. FORD MTR CO DEL COM PAR $0.01   2013-07-22 2014-01-01
d 13. BEST BUY INC   2013-09-19 2014-01-17
e 39. BEST BUY INC   2013-09-19 2014-01-17
45. EBAY INC   2011-02-15 2014-01-28
31. CITIGROUP INC   2010-05-04 2014-02-07
39. CITIGROUP INC   2010-05-12 2014-02-07
41. OMNICARE INC   2013-12-12 2014-02-20
10. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-29 2014-02-20
17. NU SKIN ENTERPRISES INC   2013-12-17 2014-03-05
21. PROCTER & GAMBLE CO   2012-11-14 2014-03-05
1. PROCTER & GAMBLE CO   2012-11-14 2014-03-05
14. CELGENE CORP   2013-08-29 2014-03-12
8. PVH CORP   2012-10-17 2014-03-12
12. PVH CORP   2012-10-17 2014-03-13
3. PPG INDS INC COM   2013-10-29 2014-03-19
4. PPG INDS INC COM   2013-10-29 2014-03-19
8. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-20
22. CHUBB CORP COM   2007-11-02 2014-03-20
12. PPG INDS INC COM   2013-10-29 2014-03-20
6. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2013-11-07 2014-03-21
14. CHUBB CORP COM   2007-11-02 2014-03-21
49. HALLIBURTON CO   2013-05-01 2014-03-31
34. NIKE INC CL B   2013-03-13 2014-04-02
14. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
3. GOLDMAN SACHS GROUP INC COM   2013-01-22 2014-04-10
1268.691 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2013-06-14 2014-04-28
1.182 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2013-12-16 2014-04-28
535.218 HARBOR FD INTL FD   2006-11-27 2014-04-28
115.759 HARBOR FD INTL FD   2013-06-14 2014-04-28
19. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2010-05-14 2014-04-28
150. FIFTH THIRD BANCORP   2012-07-26 2014-05-01
24. HERSHEY FOODS CORP COM   2010-05-28 2014-05-06
15. HERSHEY FOODS CORP COM   2010-05-27 2014-05-07
9. ALLERGAN INC   2009-02-06 2014-05-13
12. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4   2013-08-30 2014-05-13
77. COCACOLA CO   2010-08-13 2014-05-15
24. CHEVRON CORPORATION   2010-07-16 2014-05-22
17. METHANEX CORP SEDOL 2654416   2013-11-18 2014-06-03
17. METHANEX CORP SEDOL 2654416   2013-11-19 2014-06-04
33. B/E AEROSPACE INC   2013-05-01 2014-06-05
2. GOOGLE INC-CL C   2013-07-01 2014-06-05
3. GOOGLE INC-CL C   2009-01-27 2014-06-05
21. YAHOO! INC COM   2013-07-22 2014-06-25
27. YAHOO! INC COM   2013-07-22 2014-06-25
21. YAHOO! INC COM   2013-07-22 2014-06-25
8. SHIRE PLC SPONSORED ADR   2013-08-20 2014-07-11
6. SHIRE PLC SPONSORED ADR   2010-03-03 2014-07-11
16. SHIRE PLC SPONSORED ADR   2010-03-03 2014-07-18
14. ALLERGAN INC   2009-02-06 2014-07-22
51. FRANKLIN RES INC COM   2013-06-04 2014-08-05
22. ZIMMER HOLDINGS INC   2014-03-12 2014-08-07
29. LAS VEGAS SANDS CORP   2013-10-22 2014-08-12
34. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-12
17. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
7. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2   2014-05-22 2014-08-13
4. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
1. HELMERICH & PAYNE INC COM   2013-02-25 2014-08-28
7. MICROSOFT CORP   2014-02-07 2014-08-28
28. MICROSOFT CORP   2014-03-31 2014-08-28
12. MICROSOFT CORP   2014-02-07 2014-08-28
52. DELTA AIR LINES INC   2013-07-25 2014-09-11
28. UNITED TECHNOLOGIES CORP COM   2006-11-14 2014-09-11
1. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
22. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
16. SUNTRUST BANKS INC COM   2014-02-07 2014-09-12
3. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
4. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
10. SUNTRUST BANKS INC COM   2014-02-10 2014-09-15
10. CROWN HOLDINGS INC   2014-06-09 2014-09-19
39. CROWN HOLDINGS INC   2014-06-05 2014-09-22
8. CBS CORP CLASS B WI   2013-05-15 2014-09-25
35. CBS CORP CLASS B WI   2013-05-16 2014-09-25
49. ORACLE CORP   2013-10-21 2014-09-30
18. ORACLE CORP   2006-11-14 2014-09-30
42. ORACLE CORP   2006-11-14 2014-09-30
23. COCA COLA ENTERPRISES   2014-03-05 2014-10-13
6. EOG RES INC   2014-03-31 2014-10-13
8. EOG RES INC   2013-07-25 2014-10-13
5. MANPOWER GROUP INC   2013-12-17 2014-10-13
6. MANPOWER GROUP INC   2014-07-22 2014-10-13
38. COCA COLA ENTERPRISES   2014-03-05 2014-10-14
25. MANPOWER GROUP INC   2013-11-01 2014-10-14
1. MANPOWER GROUP INC   2014-07-22 2014-10-14
29. HELMERICH & PAYNE INC COM   2013-02-25 2014-11-17
4. AETNA INC NEW   2013-05-30 2014-12-02
4. ALLSTATE CORP   2014-10-14 2014-12-02
6. ALTRIA GROUP INC   2013-05-13 2014-12-02
3. AMERICAN EXPRESS CO   2009-11-18 2014-12-02
2. AMGEN INC   2014-08-07 2014-12-02
8. APPLE INC   2013-11-26 2014-12-02
3. BECTON DICKINSON & CO   2013-03-13 2014-12-02
2. BOEING CO   2012-07-30 2014-12-02
3. CIGNA CORP   2014-07-18 2014-12-02
4. CVS CAREMARK CORP   2013-02-21 2014-12-02
13. CISCO SYS INC COM   2014-06-25 2014-12-02
6. COMCAST CORPORATION CL A   2014-07-22 2014-12-02
4. CONOCOPHILLIPS   2014-08-12 2014-12-02
3. CONSTELLATION BRANDS INC CL A   2014-07-22 2014-12-02
5. DELTA AIR LINES INC   2013-07-25 2014-12-02
4. DISNEY WALT CO   2014-02-20 2014-12-02
4. DISCOVER FINANCIAL W/I   2014-09-30 2014-12-02
3. DR PEPPER SNAPPLE GROUP INC   2014-10-14 2014-12-02
3. EASTMAN CHEM CO   2014-06-04 2014-12-02
4. EXXON MOBIL CORP   2014-11-17 2014-12-02
4. FOOT LOCKER INC   2014-04-02 2014-12-02
16. GENERAL ELEC CO COM   2012-09-21 2014-12-02
3. GILEAD SCIENCES INC COM   2014-07-18 2014-12-02
4. HCA HOLDINGS INC   2014-08-07 2014-12-02
2. HANESBRANDS INC - W/I   2014-03-14 2014-12-02
3. HOME DEPOT INC COM   2012-01-09 2014-12-02
7. J P MORGAN CHASE & CO COM   2014-09-30 2014-12-02
4. JOHNSON & JOHNSON COM   2011-08-19 2014-12-02
6. KROGER CO   2014-05-06 2014-12-02
3. L BRANDS INC   2014-09-25 2014-12-02
5. LINCOLN NATIONAL CORP   2014-09-12 2014-12-02
2. LOCKHEED MARTIN CORP   2013-11-25 2014-12-02
3. MAGNA INTERNATIONAL ISIN CA5592224011   2013-12-31 2014-12-02
1. MCKESSON HBOC INC COMMN   2013-12-17 2014-12-02
4. PACKAGING CORP OF AMERICA COM   2014-03-21 2014-12-02
3. POLARIS INDS INC   2012-05-02 2014-12-02
5. PRINCIPAL FINANCIAL GROUP COM   2014-08-12 2014-12-02
4. PROCTER & GAMBLE CO   2012-11-14 2014-12-02
4. QUALCOMM   2011-01-14 2014-12-02
4. ST JUDE MEDICAL INC   2014-02-20 2014-12-02
4. SCHLUMBERGER LTD COM   2014-03-31 2014-12-02
5. SKYWORKS SOLUTIONS INC COM   2014-03-20 2014-12-02
6. SOUTHWEST AIRLINES COM   2014-06-05 2014-12-02
2. THE TRAVELERS COS INC   2014-05-01 2014-12-02
2. UNION PAC CORP COM   2010-03-30 2014-12-02
4. VERIZON COMMUNICATIONS COM   2013-05-15 2014-12-02
1. VISA INC CLASS A SHARES   2013-02-08 2014-12-02
8. WELLS FARGO & CO NEW COM   2009-08-13 2014-12-02
6. WISCONSIN ENERGY CORP   2009-02-26 2014-12-02
3. WYNDHAM WORLDWIDE CORP   2014-01-17 2014-12-02
7. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76   2014-09-12 2014-12-02
2. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6   2014-04-10 2014-12-02
4. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-06-25 2014-12-02
3. CHECK POINT SOFTWARE COM   2014-08-29 2014-12-02
3. LYONDELLBASELL INDUSTRIES N.V. ISIN NL0009434992 SEDOL B3SPXZ3   2014-09-19 2014-12-02
4. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-02 2014-12-02
3. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2014-08-14 2014-12-02
14.178 ARTISAN MID CAP VALUE FUND FD 1464   2014-11-19 2014-12-09
22.348 ARTISAN MID CAP VALUE FUND FD 1464   2013-11-21 2014-12-09
24.074 BLACKROCK FDS HIGH YIELD BD PORTFOLIO   2013-12-23 2014-12-09
533.547 BLACKROCK FDS HIGH YIELD BD PORTFOLIO   2013-06-14 2014-12-09
457.589 EATON VANCE FLOATING RATE FUND CLASS I   2013-06-14 2014-12-09
156. ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND   2010-05-14 2014-12-09
982.143 PIMCO UNCONSTRAINED BOND FUND INSTITUTIONAL CLASS   2014-04-28 2014-12-09
48.415 VOYA MIDCAP OPPORTUNITIES FUND CLASS I   2013-12-18 2014-12-09
23.193 VOYA MIDCAP OPPORTUNITIES FUND CLASS I   2013-06-14 2014-12-09
61. QUANTA SVCS INC   2014-03-20 2014-12-12
1. QUANTA SVCS INC   2014-03-20 2014-12-12
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 2,350   2,495 -145
b 1,013   1,124 -111
c 2,185   2,373 -188
d 325   508 -183
e 975   1,523 -548
2,385   1,548 837
1,518   1,312 206
1,917   1,506 411
2,436   2,421 15
1,704   878 826
1,317   2,268 -951
1,632   1,487 145
78   67 11
2,208   1,994 214
976   784 192
1,399   1,175 224
592   553 39
781   737 44
1,210   1,165 45
1,884   1,119 765
2,337   2,179 158
907   874 33
1,205   705 500
2,885   2,063 822
2,536   1,858 678
2,192   2,043 149
470   438 32
31,159   28,000 3,159
29   28 1
38,889   32,270 6,619
8,411   7,500 911
2,242   2,021 221
3,057   2,127 930
2,305   1,131 1,174
1,450   703 747
1,454   371 1,083
1,556   1,053 503
3,127   2,150 977
2,971   1,722 1,249
977   1,100 -123
972   1,088 -116
3,252   2,081 1,171
1,108   947 161
1,661   490 1,171
698   588 110
895   756 139
698   588 110
1,986   912 1,074
1,490   433 1,057
4,119   1,067 3,052
2,396   577 1,819
2,717   2,620 97
2,099   2,133 -34
1,968   2,105 -137
1,322   1,327 -5
657   664 -7
270   273 -3
413   258 155
103   65 38
314   256 58
1,254   1,158 96
538   439 99
2,056   1,125 931
3,037   1,747 1,290
39   38 1
861   836 25
627   606 21
117   113 4
156   151 5
391   378 13
466   505 -39
1,796   1,951 -155
433   402 31
1,891   1,758 133
1,874   1,681 193
688   343 345
1,609   800 809
941   1,095 -154
514   588 -74
686   587 99
307   418 -111
368   495 -127
1,524   1,801 -277
1,514   2,000 -486
61   82 -21
2,262   1,863 399
352   250 102
271   247 24
302   222 80
277   124 153
336   253 83
917   611 306
423   272 151
265   149 116
310   289 21
360   207 153
361   322 39
341   328 13
273   322 -49
283   263 20
228   107 121
373   317 56
260   258 2
219   193 26
248   271 -23
371   380 -9
227   192 35
417   362 55
305   266 39
274   270 4
227   149 78
295   130 165
423   423  
432   254 178
358   279 79
241   204 37
279   274 5
381   283 98
327   246 81
210   158 52
296   289 7
464   248 216
265   254 11
363   266 97
288   208 80
271   271  
338   391 -53
322   195 127
245   164 81
208   181 27
231   74 157
199   214 -15
259   158 101
433   222 211
298   124 174
248   223 25
282   285 -3
229   198 31
255   244 11
230   212 18
230   343 -113
298   171 127
228   187 41
349   351 -2
551   589 -38
194   197 -3
4,306   4,327 -21
4,100   4,196 -96
18,579   16,592 1,987
11,049   11,000 49
1,352   1,215 137
648   566 82
1,638   2,243 -605
27   36 -9
      3,879
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       -145
b       -111
c       -188
d       -183
e       -548
      837
      206
      411
      15
      826
      -951
      145
      11
      214
      192
      224
      39
      44
      45
      765
      158
      33
      500
      822
      678
      149
      32
      3,159
      1
      6,619
      911
      221
      930
      1,174
      747
      1,083
      503
      977
      1,249
      -123
      -116
      1,171
      161
      1,171
      110
      139
      110
      1,074
      1,057
      3,052
      1,819
      97
      -34
      -137
      -5
      -7
      -3
      155
      38
      58
      96
      99
      931
      1,290
      1
      25
      21
      4
      5
      13
      -39
      -155
      31
      133
      193
      345
      809
      -154
      -74
      99
      -111
      -127
      -277
      -486
      -21
      399
      102
      24
      80
      153
      83
      306
      151
      116
      21
      153
      39
      13
      -49
      20
      121
      56
      2
      26
      -23
      -9
      35
      55
      39
      4
      78
      165
       
      178
      79
      37
      5
      98
      81
      52
      7
      216
      11
      97
      80
       
      -53
      127
      81
      27
      157
      -15
      101
      211
      174
      25
      -3
      31
      11
      18
      -113
      127
      41
      -2
      -38
      -3
      -21
      -96
      1,987
      49
      137
      82
      -605
      -9
       
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 43,640
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 22,354 520,179 0.042974
2012 8,177 479,304 0.01706
2011 11,498 453,221 0.02537
2010 10,693 406,179 0.026326
2009 19,238 362,542 0.053064
2 Total of line 1, column (d) ...................... 2 0.164794
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 0.032959
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 561,934
5 Multiply line 4 by line 3....................... 5 18,521
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 548
7 Add lines 5 and 6......................... 7 19,069
8 Enter qualifying distributions from Part XII, line 4.............. 8 25,374
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 1 548
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........................... 3 548
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- ..... 5 548
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 684
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.............. 7 684
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 136
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet136 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)
    bulletPA
    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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-2950
    Located atbullet620 LIBERTY AVENUE 10TH FLPITTSBURGHPA ZIP+4bullet152222705
    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
     
     
    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
    PNC BANK NA TRUSTEE
    1     		2,807    
    620 LIBERTY AVE
    PITTSBURGH,PA15222
    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
    570,491
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    570,491
    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
    570,491
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,557
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    561,934
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    28,097
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    28,097
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    548
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    548
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,549
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,549
    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
    27,549
    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
    25,374
    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
    25,374
    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
    548
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    24,826
    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 27,549
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 25,040
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 25,374
    a Applied to 2013, but not more than line 2a 25,040
    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..... 334
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		27,215
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    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).)
    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 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
    UNITED JEWISH COMMUNITIES
    1000 SOUTH 2ND ST
    SUNBURY,PA178013399     		NONE PC GENERAL SUPPORT 2,629
    MANHATTAN DAY SCHOOL
    310 WEST 75TH ST
    NEW YORK,NY100231602     		NONE PC GENERAL SUPPORT 576
    SUTTON PLACE SYNAGOGUE FOR U N
    225 EAST 51ST ST
    NEW YORK,NY100226502     		NONE PC GENERAL SUPPORT 926
    AMERICAN HEART ASSOCIATION
    PO BOX 22249
    ST PETERSBURG,FL337422249     		NONE PC GENERAL SUPPORT 526
    YESHIVA ACADEMY OF HARRISBURG
    3301 NORTH FRONT ST
    HARRISBURG,PA171101436     		NONE PC GENERAL SUPPORT 1,152
    EASTER SEAL OF CENTRAL PA
    501 VALLEY VIEW BLVD
    ALTOONA,PA166031749     		NONE PC GENERAL SUPPORT 526
    UNITED DISABILITIES SERVICES
    1901 OLDE HOMESTEAD LANE
    LANCASTER,PA176050485     		NONE PC GENERAL SUPPORT 526
    AMERICAN LUNG ASSOC OF PA
    3001 OLD GETTYSBURG ROAD
    CAMP HILL,PA170117206     		NONE PC GENERAL SUPPORT 526
    SUNBURY YOUTH & COMMUNITY CENTER
    225 MARKET ST
    SUNBURY,PA178013427     		NONE PC GENERAL SUPPORT 5,384
    CONGREGATION BETH EL
    249 ARCH ST PO BOX 506
    SUNBURY,PA178012243     		NONE PC GENERAL SUPPORT 2,629
    AMERICAN LEGION POST 201
    611 MARKET ST
    SUNBURY,PA178012339     		NONE PC GENERAL SUPPORT 1,052
    BOY SCOUTS OF AMERICA
    815 NORTHWAY ROAD
    WILLIAMSPORT,PA177013815     		NONE PC GENERAL SUPPORT 1,903
    YMCA OF SUNBURY
    1150 N FOURTH ST
    SUNBURY,PA178011222     		NONE PC GENERAL SUPPORT 426
    SUNBURY COMMUNITY HOSPITAL
    725 W FRONT STREET
    BERWICK,PA186034605     		NONE PC GENERAL SUPPORT 3,884
    AMERICAN CANCER SOCIETY INC
    PO BOX 720366
    OKLAHOMA CITY,OK731720366     		NONE PC GENERAL SUPPORT 876
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 31356
    TAMPA,FL336313356     		NONE PC GENERAL SUPPORT 1,052
    THE SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY109941715     		NONE PC GENERAL SUPPORT 501
    Total .................................bullet 3a 25,094
    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
    aRECOVERY OF GRANTS         53
    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 13,705  
    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 43,640  
    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)..   57,345 53
    13Total. Add line 12, columns (b), (d), and (e)..................
    1357,398
    (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.)
    1A RECOVERY OF PRIOR YEAR GRANTS PAID
    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 InvestmentsCorpStockSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN: 23-7904319
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 165,620 236,529

    TY 2014 InvestmentsOtherSchedule2
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN: 23-7904319
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 186,896 185,575
    MUTUAL FUNDS - EQUITY AT COST 125,415 134,562

    TY 2014 OtherDecreasesSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN: 23-7904319
    Description Amount
       
       


    TY 2014 OtherIncomeSchedule2
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN: 23-7904319
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RECOVERY OF GRANTS 53 0  


    TY 2014 TaxesSchedule
    Name:
    LEO & KATHRYNE E FRIEDMAN MEMORIAL
    EIN: 23-7904319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 22 22   0
    FEDERAL ESTIMATES - PRINCIPAL 667 0   0