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
R B & PEARL P RICHARDSON TRUST 50511690
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

81-6010500
B Telephone number (see instructions)

(503) 464-3580
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$5,431,942J 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...... 136,947 136,947  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 558,668
b Gross sales price for all assets on line 6a 3,781,550
7 Capital gain net income (from Part IV, line 2)... 558,668
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........ 695,615 695,615  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,692 45,623   5,069
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 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,854 2,342   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.......... 58,046 47,965 0 6,569
25 Contributions, gifts, grants paid........ 280,080 280,080
26 Total expenses and disbursements. Add lines 24 and 25 338,126 47,965 0 286,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 357,489
b Net investment income (if negative, enter -0-) 647,650
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............... 2,321 3,955 3,955
2 Savings and temporary cash investments.......... 65,937 89,047 89,047
3 Accounts receivable bullet4,817
Less: allowance for doubtful accounts bullet   7,381 4,817 4,817
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) 139,631 Click to see attachment15,042 14,944
b Investments—corporate stock (attach schedule)........ 3,857,474 Click to see attachment3,850,592 4,238,188
c Investments—corporate bonds (attach schedule)........ 671,884 Click to see attachment1,138,703 1,080,991
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) 4,744,628 5,102,156 5,431,942
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......... 4,744,628 5,102,156
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)...... 4,744,628 5,102,156
31 Total liabilities and net assets/fund balances (see instructions).. 4,744,628 5,102,156
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,744,628
2 Enter amount from Part I, line 27a..................... 2 357,489
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 40
4 Add lines 1, 2, and 3.......................... 4 5,102,157
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,102,156
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 . WYETH     2014-01-08
b 8868.212 ABERDEEN FDS EMRGN   2013-05-08 2014-01-09
c 770. IPATH DOW JONES UBS COMMODITY   2013-03-01 2014-01-09
d 2748. IPATH DOW JONES UBS COMMODITY   2012-12-18 2014-01-09
e 64. EXXON MOBIL CORP   2001-12-14 2014-01-09
83. EXXON MOBIL CORP   2001-10-24 2014-01-09
5. EXXON MOBIL CORP   2002-08-15 2014-01-09
106. PEPSICO INC   2001-09-19 2014-01-09
47. PEPSICO INC   2001-10-03 2014-01-09
15. PEPSICO INC   2001-10-24 2014-01-09
95. SPDR GOLD SHARES ETF   2013-04-12 2014-01-09
195. SPDR GOLD SHARES ETF   2012-12-03 2014-01-09
9802.355 LAUDUS INTERNATIONAL MARKETMASTERS   2010-09-28 2014-01-09
5117.471 LAUDUS INTERNATIONAL MARKETMASTERS   2013-03-01 2014-01-09
1159.164 LAUDUS INTERNATIONAL MARKETMASTERS   2013-05-14 2014-01-09
4017.809 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-26 2014-01-09
1282.472 ABERDEEN FDS EMRGN   2013-05-08 2014-01-15
2373.207 ABERDEEN FDS EMRGN   2013-05-24 2014-01-15
588.978 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-26 2014-01-15
506. CITIGROUP INC   2011-05-23 2014-02-14
360. DOW CHEM CO   2013-09-24 2014-02-14
539. E M C CORP MASS   2011-03-16 2014-02-14
734. GENERAL ELEC CO   2006-07-05 2014-02-14
1145. INTEL CORP   2008-10-10 2014-02-14
310. INTERNATIONAL PAPER CO   2013-06-12 2014-02-14
130. MOHAWK INDS INC   2013-06-26 2014-02-14
130. ROCKWELL AUTOMATION INC   2013-11-21 2014-02-14
1859.591 T ROWE PRICE SC STOCK   2012-11-27 2014-02-14
1552.454 T ROWE PRICE SC STOCK   2012-12-18 2014-02-14
64.411 T ROWE PRICE SC STOCK   2013-03-01 2014-02-14
4062. SPDR DOW JONES INTERNATIONAL ETF   2012-11-21 2014-02-14
2510. ISHARES S P U S PREFERRED STOCK ETF   2010-10-21 2014-02-21
2340. ISHARES S P U S PREFERRED STOCK ETF   2014-01-09 2014-02-21
40. MASTERCARD INC   2012-12-18 2014-02-21
60. MC DONALD'S CORP   2009-01-21 2014-02-21
50. PRAXAIR INC   2003-12-22 2014-02-21
168.247 T ROWE PRICE MID CAP GROWTH FD #64   2012-11-08 2014-02-21
263.383 T ROWE PRICE MID CAP VALUE FD INC   2012-11-08 2014-02-21
155. SCHLUMBERGER LTD   2004-01-12 2014-02-21
20. TARGET CORP   2001-09-19 2014-02-21
15. UNITED TECHNOLOGIES CORP   2004-01-05 2014-02-21
165. VERIZON COMMUNICATIONS   2006-05-19 2014-02-21
25. VERIZON COMMUNICATIONS   2008-10-10 2014-02-21
265. AGILENT TECHNOLOGIES INC   2013-11-21 2014-02-28
797. ISHARES BARCLAYS TIPS BOND ETF   2012-09-17 2014-02-28
183.438 T ROWE PRICE MID CAP GROWTH FD #64   2012-11-08 2014-02-28
459.016 T ROWE PRICE MID CAP VALUE FD INC   2012-11-08 2014-02-28
345. SPDR DOW JONES INTERNATIONAL ETF   2013-01-23 2014-02-28
382.722 SCOUT INTERNATIONAL FUND   2010-09-28 2014-02-28
396. TARGET CORP   2008-12-09 2014-02-28
128. UNITED TECHNOLOGIES CORP   2004-07-15 2014-02-28
50. BLACKROCK INC   2013-05-24 2014-03-06
330. ROYAL CARIBBEAN CRUISES LTD   2013-11-21 2014-03-06
115. BOEING CO   2012-02-23 2014-03-20
332. DISNEY WALT CO   2011-02-10 2014-03-20
10. EXPRESS SCRIPTS HLDGS C   2011-03-07 2014-03-20
830. ISHARES S P U S PREFERRED STOCK ETF   2010-02-22 2014-03-20
244. J P MORGAN CHASE & CO   2008-12-09 2014-03-20
10. MC DONALD'S CORP   2009-01-21 2014-03-20
35. MC DONALD'S CORP   2009-06-24 2014-03-20
3507.073 NUVEEN REAL ESTATE SECS I   2001-10-03 2014-03-20
365. ORACLE CORPORATION   2007-01-31 2014-03-20
386. PFIZER INC COMMON STOCK   2004-10-14 2014-03-20
60. PFIZER INC COMMON STOCK   2004-11-15 2014-03-20
187. PRAXAIR INC   2004-01-14 2014-03-20
25. STATE STR CORP   2011-08-11 2014-03-20
30. COVIDIEN PLC   2012-05-30 2014-03-20
46. COACH INC   2013-05-01 2014-04-08
244. COACH INC   2011-03-01 2014-04-08
101. ISHARES BARCLAYS TIPS BOND ETF   2012-07-13 2014-04-08
120. ISHARES BARCLAYS TIPS BOND ETF   2013-04-12 2014-04-08
641.907 NUVEEN REAL ESTATE SECS I   2001-10-03 2014-04-08
50000. F N M A DEB 2.000% 4/18/19   2012-04-05 2014-04-18
1215.63 AMERICAN CENTY INTL BOND FD INSTL   2010-10-13 2014-04-24
247. APACHE CORP   2004-11-15 2014-04-24
5. BAXTER INTL INC   2012-07-13 2014-04-24
171. CHEVRONTEXACO CORP   2011-04-12 2014-04-24
220. MC DONALD'S CORP   2009-10-15 2014-04-24
11568.783 NUVEEN INFLATION PRO SEC CL I   2014-03-06 2014-04-24
11052.45 AMERICAN CENTY INTL BOND FD INSTL   2013-01-23 2014-06-05
70. APPLE COMPUTER INC   2006-05-16 2014-07-02
80. APPLE COMPUTER INC   2008-09-29 2014-07-02
130. ECOLAB INC   2013-01-23 2014-07-02
603.708 NUVEEN REAL ESTATE SECS I   2001-10-03 2014-07-02
300. STARBUCKS CORP   2013-04-12 2014-07-02
5. 3M CO   2003-02-19 2014-07-02
5. UNITED PARCEL SERVICE INC CL B   2011-02-17 2014-07-02
5. ACCENTURE PLC CL A   2012-05-02 2014-07-02
60. COVIDIEN PLC   2012-05-30 2014-07-02
. COUNTRYWIDE FINANCIAL CORPORATION     2014-08-25
255. BAXTER INTL INC   2012-07-13 2014-08-28
38. GOOGLE INC CL A   2009-01-30 2014-08-28
38. GOOGLE INC CL C   2009-01-30 2014-08-28
77. INTERNATIONAL BUSINESS MACHS CORP   2012-07-13 2014-08-28
592.216 NUVEEN REAL ESTATE SECS I   2002-04-23 2014-08-28
6023.212 T ROWE PRICE INTL BOND FUND   2014-04-24 2014-08-28
373.432 SCOUT INTERNATIONAL FUND   2010-09-28 2014-08-28
285. STATE STR CORP   2011-08-11 2014-08-28
1055.01 LS OPPORTUNITY   2014-04-08 2014-08-28
335. GENERAL MILLS INC   2013-02-07 2014-09-24
10495.503 NUVEEN INFLATION PRO SEC CL I   2014-03-06 2014-09-24
5222.69 T ROWE PRICE INTL BOND FUND   2014-04-24 2014-09-24
. DELL INC     2014-10-07
75000. F H L M C M T N 5.000% 11/13/14   2004-11-19 2014-11-13
. AMERICAN INTL GROUP INC     2014-11-24
. AMERICAN INTL GROUP INC     2014-11-24
4615.654 SCOUT INTERNATIONAL FUND   2011-07-27 2014-12-01
693.108 SCOUT INTERNATIONAL FUND   2012-07-13 2014-12-01
192. WAL MART STORES INC   2011-02-10 2014-12-01
1060. BANK OF AMERICA CORP   2013-05-24 2014-12-11
239. EXPRESS SCRIPTS HLDGS C   2011-03-07 2014-12-11
8037.576 GOLDMAN SACHS COMM STRAT INS   2014-01-09 2014-12-11
235. ISHARES S P U S PREFERRED STOCK ETF   2010-02-22 2014-12-11
125. ISHARES S P U S PREFERRED STOCK ETF   2014-01-15 2014-12-11
557.768 NUVEEN REAL ESTATE SECS I   2002-04-23 2014-12-11
251. PEPSICO INC   2004-01-14 2014-12-11
2632.709 T ROWE PRICE INTL BOND FUND   2014-07-02 2014-12-11
973.361 SCOUT INTERNATIONAL FUND   2012-07-13 2014-12-11
4188.797 SCOUT INTERNATIONAL FUND   2013-03-01 2014-12-11
639.756 SCOUT INTERNATIONAL FUND   2013-04-12 2014-12-11
140. 3M CO   2010-10-21 2014-12-11
190. UNITED PARCEL SERVICE INC CL B   2012-12-18 2014-12-11
2150.601 LS OPPORTUNITY   2014-04-08 2014-12-11
225. ACCENTURE PLC CL A   2012-05-02 2014-12-11
. FANNIE MAE COM     2014-12-23
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 18     18
b 122,913   143,716 -20,803
c 27,581   30,962 -3,381
d 98,432   114,517 -16,085
e 6,380   2,446 3,934
8,275   3,314 4,961
498   186 312
8,738   5,200 3,538
3,875   2,300 1,575
1,237   724 513
11,235   13,794 -2,559
23,060   32,452 -9,392
232,904   173,894 59,010
121,591   104,559 17,032
27,542   25,606 1,936
95,463   82,325 13,138
18,083   21,122 -3,039
33,462   37,805 -4,343
14,177   12,068 2,109
25,037   20,493 4,544
16,751   14,141 2,610
13,690   13,901 -211
18,775   23,936 -5,161
28,026   21,475 6,551
15,203   13,971 1,232
18,905   14,342 4,563
15,127   14,487 640
82,975   65,397 17,578
69,271   53,755 15,516
2,874   2,377 497
165,324   157,498 7,826
96,341   94,063 2,278
89,816   87,892 1,924
3,029   1,179 1,850
5,811   3,455 2,356
6,395   1,895 4,500
12,713   9,652 3,061
7,973   6,424 1,549
14,080   4,177 9,903
1,127   572 555
1,735   712 1,023
7,832   4,648 3,184
1,187   624 563
15,062   14,339 723
89,734   92,435 -2,701
13,967   10,524 3,443
14,064   11,195 2,869
14,318   14,169 149
14,088   11,673 2,415
24,801   13,127 11,674
15,013   5,813 9,200
15,553   14,117 1,436
16,926   14,416 2,510
14,120   8,720 5,400
26,842   14,326 12,516
780   546 234
32,145   31,514 631
14,691   8,899 5,792
967   576 391
3,383   1,997 1,386
74,876   44,397 30,479
13,882   6,234 7,648
12,275   12,279 -4
1,908   1,673 235
24,765   7,070 17,695
1,694   863 831
2,107   1,436 671
2,257   2,699 -442
11,970   15,701 -3,731
11,316   11,440 -124
13,444   14,666 -1,222
14,071   7,965 6,106
50,000   50,000  
17,323   18,380 -1,057
21,689   11,143 10,546
362   272 90
21,292   17,867 3,425
21,951   12,618 9,333
128,529   127,372 1,157
157,829   160,724 -2,895
6,547   660 5,887
7,483   1,256 6,227
14,387   9,557 4,830
13,964   7,491 6,473
23,438   15,863 7,575
724   315 409
516   382 134
405   325 80
5,462   2,873 2,589
83     83
19,080   13,859 5,221
22,136   6,848 15,288
21,709   6,826 14,883
14,789   14,326 463
13,982   7,655 6,327
58,847   58,597 250
13,940   11,390 2,550
20,423   9,839 10,584
13,968   13,061 907
16,997   14,203 2,794
116,185   115,555 630
49,302   50,802 -1,500
84     84
75,000   74,589 411
28     28
20     20
167,733   142,423 25,310
25,188   20,059 5,129
16,665   10,677 5,988
18,592   14,013 4,579
20,111   13,048 7,063
33,517   43,724 -10,207
9,268   8,792 476
4,930   4,742 188
14,028   7,763 6,265
24,246   11,354 12,892
23,773   25,931 -2,158
34,554   28,169 6,385
148,702   136,814 11,888
22,711   22,212 499
22,388   9,891 12,497
21,109   14,496 6,613
27,356   26,624 732
19,145   14,637 4,508
155     155
      92,425
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       18
b       -20,803
c       -3,381
d       -16,085
e       3,934
      4,961
      312
      3,538
      1,575
      513
      -2,559
      -9,392
      59,010
      17,032
      1,936
      13,138
      -3,039
      -4,343
      2,109
      4,544
      2,610
      -211
      -5,161
      6,551
      1,232
      4,563
      640
      17,578
      15,516
      497
      7,826
      2,278
      1,924
      1,850
      2,356
      4,500
      3,061
      1,549
      9,903
      555
      1,023
      3,184
      563
      723
      -2,701
      3,443
      2,869
      149
      2,415
      11,674
      9,200
      1,436
      2,510
      5,400
      12,516
      234
      631
      5,792
      391
      1,386
      30,479
      7,648
      -4
      235
      17,695
      831
      671
      -442
      -3,731
      -124
      -1,222
      6,106
       
      -1,057
      10,546
      90
      3,425
      9,333
      1,157
      -2,895
      5,887
      6,227
      4,830
      6,473
      7,575
      409
      134
      80
      2,589
      83
      5,221
      15,288
      14,883
      463
      6,327
      250
      2,550
      10,584
      907
      2,794
      630
      -1,500
      84
      411
      28
      20
      25,310
      5,129
      5,988
      4,579
      7,063
      -10,207
      476
      188
      6,265
      12,892
      -2,158
      6,385
      11,888
      499
      12,497
      6,613
      732
      4,508
      155
       
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 2 558,668
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 272,073 5,405,875 0.050329
2012 260,063 5,154,774 0.050451
2011 265,356 5,169,311 0.051333
2010 230,767 4,944,345 0.046673
2009 201,173 4,543,344 0.044279
2 Total of line 1, column (d) ...................... 2 0.243065
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 0.048613
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,599,986
5 Multiply line 4 by line 3....................... 5 272,232
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,477
7 Add lines 5 and 6......................... 7 278,709
8 Enter qualifying distributions from Part XII, line 4.............. 8 286,649
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 6,477
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 6,477
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 6,477
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,847
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 3,847
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 2,630
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)
    bulletMT
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAK STPORTLANDOR ZIP+4bullet97204
    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
    US BANK TRUSTEE
    1     		50,692    
    PO BOX 3168
    PORTLAND,OR97208
    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
    5,562,048
    b
    Average of monthly cash balances.......................
    1b
    123,217
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,685,265
    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
    5,685,265
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    85,279
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,599,986
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    279,999
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    279,999
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,477
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,477
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    273,522
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    273,522
    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
    273,522
    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
    286,649
    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
    286,649
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    6,477
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    280,172
    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 7 273,522
    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....... 0
    c From 2011....... 1,073
    d From 2012....... 10,678
    e From 2013....... 9,469
    fTotal of lines 3a through e......... 21,220
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 286,649
    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..... 273,522
    e Remaining amount distributed out of corpus 13,127
    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 34,347
    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 ......     		34,347
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 1,073
    c Excess from 2012.... 10,678
    d Excess from 2013.... 9,469
    e Excess from 2014.... 13,127
    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
    SHRINERS HOSPITALS FOR CHILDREN
    ATTN TRUST & INVESTMENT ACT MANAGER
    PO BOX 31356
    TAMPA,FL336313356     		NONE PUBLIC GENERAL SUPPORT 28,008
    BUFFALO HART PRESBYTERIAN CHURCH
    C/O ANN HUGHES CLERK OF SESSION
    7442 ROLLING OAKS DRIVE
    RIVERTON,IL62561     		NONE PUBLIC GENERAL SUPPORT 28,008
    REGENTS OF UNIVERSITY OF MICHIGAN
    ANNUITY AND TRUST SERVICE
    3003 S STATE ST STE 9000
    ANN ARBOR,MI48109     		NONE PUBLIC GENERAL SUPPORT 28,008
    PEO FOUNDATION
    3700 GRAND AVENUE
    DES MOINES,IA50312     		NONE PUBLIC GENERAL SUPPORT 18,672
    SHODAIR CHILDREN'S HOSPITAL
    PO BOX 5539
    HELENA,MT596045539     		NONE PUBLIC GENERAL SUPPORT 28,008
    ROCKY MOUNTAIN COLLEGE
    ATTN CONTROLLER
    1511 POLY DRIVE
    BILLINGS,MT59102     		NONE PUBLIC GENERAL SUPPORT 18,672
    FIRST PRESBYTERIAN CHURCH HELENA
    ATTN JOHN LAGERQUIST
    535 N EWING ST
    HELENA,MT59601     		NONE PUBLIC GENERAL SUPPORT 56,016
    ST PETER'S COMMUNITY HOSPITAL FDN
    2475 BROADWAY
    HELENA,MT59601     		NONE PUBLIC GENERAL SUPPORT 28,008
    WHITWORTH UNIVERSITY
    MS 0102
    300 W HAWTHORNE RD
    SPOKANE,WA99251     		NONE PUBLIC GENERAL SUPPORT 18,672
    STANFORD UNIVERSITY
    OFFICE OF PLANNED GIVING
    3145 PORTER DR
    STANFORD,CA94305     		NONE PUBLIC GENERAL SUPPORT 28,008
    Total .................................bullet 3a 280,080
    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....     14 136,947  
    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 .............     		    18 558,668  
    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)..   695,615  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13695,615
    (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:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN HIGH INCOME BOND FUND 317,412 288,952
    AMERICAN CENTURY INTL BD    
    BERKSHIRE HATHAWAY INC 50,364 50,143
    BARCLAYS BANK PLC 4/10/15 25,000 48,401
    DEUTSCHE BANK AG MED TERM NT 99,410 100,706
    COMMUNITY STATE BANK IA C D 25,000 25,705
    CAMPBELL SOUP CO 3.050 7/15/17 50,246 51,698
    ISHARES JP MORGAN EM BOND    
    GENERAL ELEC CAP CORP 51,921 51,742
    GOLDMAN SACHS COMM STRAT INS 184,895 132,347
    NEUBERGER BERMAN LONG SH INS 115,142 116,608
    TCW EMERGING MARKETS INCOME FU 219,313 214,689

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APACHE CORP    
    APPLE INC 26,958 64,131
    BANK OF AMERICA CORP    
    COACH INC    
    ECOLAB INC 4,411 6,271
    EXXON MOBIL CORP 11,735 30,971
    GENERAL ELEC CO 7,765 13,899
    GOLDMAN SACHS GROUP INC 15,492 19,383
    INTEL CORP    
    JOHNSON & JOHNSON 12,353 21,437
    MASTERCARD INC 14,332 24,986
    MICROSOFT CORP 25,518 46,775
    ORACLE CORPORATION 3,377 8,994
    PEPSICO INC    
    PFIZER INC 20,325 24,609
    PRAXAIR INC    
    PROCTER & GAMBLE CO 11,678 20,040
    QUALCOM INC 4,100 19,326
    STATE STR CORP    
    TARGET CORPORATION 5,290 6,832
    UNITED PARCEL SERVICE INC CL B    
    UNITED TECHNOLOGIES CORP 7,939 20,125
    VERIZON COMMUNICATIONS 11,808 20,817
    WAL MART STORES INC    
    WELLS FARGO & CO 20,212 41,389
    3M CO    
    SCHLUMBERGER LTD 13,225 22,207
    NUVEEN REAL ESTATE 275,809 325,986
    LAUDUS INTL MRKMASTERS INV FD    
    GOOGLE INC CL A    
    J P MORGAN CHASE & CO 20,586 30,977
    ISHARES S&P PREF STK INDX FD 37,750 39,243
    MCDONALDS CORP    
    DISNEY WALT CO 29,306 30,612
    GENERAL MILLS INC    
    STARBUCKS    
    IPATH DJ UBS COMMUNITY    
    ISHARES BARCLAYS TIPS BD ETF    
    SCOUT INTERNATIONAL FD 52,898 49,653
    AMERICAN TOWER CORP 14,311 19,276
    CHEVERON CORPORATION    
    CITIGROUP INC 16,271 18,127
    EMC CORPORATION    
    EXPRESS SCRIPTS INC    
    GILEAD SCIENCES INC 14,220 31,106
    OCCIDENTAL PETRO CORP 13,147 11,285
    PGE CORP 17,348 21,030
    PRUDENTIAL FINANCIAL INC 14,141 20,715
    ACE LTD 15,044 26,882
    SPDR DJ WILSHIRE INTERNATIONAL    
    BAXTER INTL INC    
    BOEING CO 9,858 16,897
    CVS CAREMARK CORP 14,276 30,049
    EMERSON ELEC CO 11,083 15,309
    INTERNATION BUSINESS MACHINES    
    LSI CORPORATION    
    NIKE INC 5,849 7,211
    ACCENTURE PLC    
    COVIDIEN PLC 8,752 18,922
    OPPENHEIMER SR FLOA RATE 224,142 218,462
    SPDR GOLD TRUST    
    T ROWE PRICE SC 11,623 13,956
    AGILENT TECHNOLOGIES INC    
    BLACKROCK INC 21,700 22,152
    DOW CHEM CO    
    INTERNATIONAL PAPER CO    
    LOWES CO INC 14,279 24,080
    MCKESSON CORPORATION 10,465 20,758
    MERCK AND CO INC 12,087 16,753
    MOHAWK INDS INC    
    NRG ENERGY INC 14,201 13,610
    ROCKWELL AUTOMATION INC    
    SLM CORP 5,016 6,725
    ROYAL CARIBBEAN CRUISES LTD 14,081 16,074
    ABERDEEN FDS EMRGN MKT 305,791 288,054
    LOOMIS SAYLES STRATEGIC ALPHA 191,332 185,238
    ROBECO BOSTON PARTNERS L S RSR 215,035 247,529
    T ROWE PRICE MID CAP GROWTH 137,601 176,252
    T ROWE PRICE MID CAP VALUE 146,268 168,344
    CAMBIAR INTL EQUITY FUND INS 108,888 99,987
    CAUSEWAY EMERGING MARKETS INST 249,667 257,407
    FIDELITY INVT TR AD INTL DISCI 206,195 199,951
    GLENMEDE SC EQUITY PORT ADV 175,972 175,566
    LS OPPORTUNITY 119,466 124,194
    MORGAN DEMPSEY SMALL MICRO CAP 109,644 100,486
    NUVEEN INFLATION PRO SEC CL I 110,791 110,791
    T ROWE PRICE INTL BOND FUND 37,983 34,439
    T ROWE PRICE INTL GR&INC FD 414,039 368,779
    ISHARES JPMORGAN USD EMERG ETF 76,955 78,223
    ABBVIE INC 14,889 14,070
    ALLERGAN INC 13,599 17,007
    ANADARKO PETROLEUM CORP 16,644 12,375
    CALIFORNIA RESOURCES CORP 475 309
    HEWLETT PACKARD CO 15,497 18,259
    ILLINOIS TOOL WORKSINC 9,175 9,944
    MEDTRONIC INC 11,516 12,996
    NAVIENT CORP W D 8,956 14,263
    POLARIS INDS INC 8,558 9,831
    SOUTHWEST AIRLINES CO 16,871 22,218
    INVESCO LTD 14,024 13,634

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    US Government Securities - End of Year Book Value:

    15,042
    US Government Securities - End of Year Fair Market Value:

    14,944
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherDecreasesSchedule
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Description Amount
       


    TY 2014 OtherIncreasesSchedule
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    R B & PEARL P RICHARDSON TRUST 50511690
    EIN: 81-6010500
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 3,512 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,203 2,203   0
    FOREIGN TAXES ON NONQUALIFIED 139 139   0