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
BRUCE AND CYNTHIA SHERMAN
CHARITABLE FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)5150 TAMIAMI TRAIL N NO 505   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34103
A Employer identification number

05-0629744
B Telephone number (see instructions)

(239) 331-7373
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$37,520,591
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 20,275,191
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 259,102 259,078  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 31,092,519
7 Capital gain net income (from Part IV, line 2)... 12,167,801
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 20,534,293 12,426,879  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid........ 761,750 761,750
26 Total expenses and disbursements. Add lines 24 and 25 761,750 0   761,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,772,543
b Net investment income (if negative, enter -0-) 12,426,879
c Adjusted net income (if negative, enter -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.......... 2,734,550 5,564,763 5,564,763
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet70,000
Less: allowance for doubtful accounts bullet0 0 70,000 70,000
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)........ 13,444,510 Click to see attachment15,314,927 31,885,828
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,179,060 20,949,690 37,520,591
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 16,179,060 20,949,690
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 16,179,060 20,949,690
31 Total liabilities and net assets/fund balances (see instructions).. 16,179,060 20,949,690
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 16,179,060
2 Enter amount from Part I, line 27a..................... 2 19,772,543
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 35,951,603
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 15,001,913
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 20,949,690
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 100 SHARES OF AAPL P 2009-09-21 2014-12-30
b 100 SHARES OF AAPL P 2009-09-21 2014-12-29
c 100 SHARES OF AAPL P 2009-09-21 2014-12-31
d 100 SHARES OF AAPL P 2009-09-21 2014-12-29
e 100 SHARES OF AAPL P 2009-09-21 2014-12-24
100 SHARES OF AAPL P 2009-09-21 2014-12-30
100 SHARES OF AAPL P 2009-09-21 2014-12-31
100 SHARES OF AAPL P 2009-09-21 2014-12-31
100 SHARES OF AAPL P 2009-09-21 2014-12-30
100 SHARES OF DF P 2013-02-28 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-11-07
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-12-18
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-11-05
100 SHARES OF DF P 2013-08-08 2014-11-05
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF DF P 2013-08-08 2014-05-29
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF LPX P 2013-12-05 2014-12-08
100 SHARES OF LPX P 2013-12-04 2014-12-08
100 SHARES OF VZ P 2012-04-13 2014-10-31
1000 SHARES OF AAPL P 2009-09-21 2014-12-29
1000 SHARES OF AAPL P 2009-09-21 2014-12-30
1000 SHARES OF LPX P 2013-12-05 2014-12-08
1000 SHARES OF LPX P 2013-12-04 2014-12-08
1000 SHARES OF LPX P 2013-12-04 2014-12-08
1000 SHARES OF LPX P 2013-12-05 2014-12-08
1000 SHARES OF LPX P 2013-12-05 2014-12-08
1000 SHARES OF LPX P 2013-12-04 2014-12-08
1000 SHARES OF USO P 2014-12-18 2014-12-23
1000.5 SHARES OF DF P 2013-08-08 2014-12-18
10000 SHARES OF USO P 2014-12-18 2014-12-23
10000 SHARES OF USO P 2014-12-18 2014-12-23
1009 SHARES OF LPX P 2013-12-05 2014-12-08
101 SHARES OF USO P 2014-12-18 2014-12-23
101.5 SHARES OF DF P 2013-08-08 2014-12-18
1017 SHARES OF DF P 2013-08-08 2014-12-18
1024 SHARES OF DF P 2013-08-08 2014-11-05
1048 SHARES OF LPX P 2013-12-04 2014-12-08
1059 SHARES OF LPX P 2013-12-05 2014-12-08
106 SHARES OF AAPL P 2009-09-21 2014-12-24
1071 SHARES OF LPX P 2013-12-04 2014-12-08
10732 SHARES OF USO P 2014-12-18 2014-12-23
1087.5 SHARES OF DF P 2013-08-08 2014-12-18
109 SHARES OF LPX P 2013-12-04 2014-12-08
109 SHARES OF LPX P 2013-12-04 2014-12-08
109 SHARES OF LPX P 2013-12-05 2014-12-08
1100 SHARES OF DF P 2013-08-08 2014-05-29
1100 SHARES OF USO P 2014-12-18 2014-12-23
1122 SHARES OF USO P 2014-12-18 2014-12-23
1129 SHARES OF LPX P 2013-12-04 2014-12-08
115 SHARES OF LPX P 2013-12-04 2014-12-08
1150 SHARES OF DF P 2013-08-08 2014-11-05
1159 SHARES OF LPX P 2013-12-05 2014-12-08
1171 SHARES OF LPX P 2013-12-05 2014-12-08
1179 SHARES OF LPX P 2013-12-05 2014-12-08
1200 SHARES OF LPX P 2013-12-04 2014-12-08
1200 SHARES OF LPX P 2013-12-04 2014-12-08
1200 SHARES OF LPX P 2013-12-05 2014-12-08
1200 SHARES OF LPX P 2013-12-05 2014-12-08
12100 SHARES OF T P 2013-06-07 2014-02-05
1213.5 SHARES OF DF P 2013-08-08 2014-05-29
1242 SHARES OF USO P 2014-12-18 2014-12-23
126 SHARES OF DF P 2013-08-08 2014-11-05
1291 SHARES OF LPX P 2013-12-05 2014-12-08
1291 SHARES OF LPX P 2013-12-05 2014-12-08
1298 SHARES OF DF P 2013-08-08 2014-05-29
1299.5 SHARES OF DF P 2013-08-08 2014-12-18
13.5 SHARES OF DF P 2013-08-08 2014-05-29
1300 SHARES OF AAPL P 2009-09-21 2014-12-30
1300 SHARES OF DF P 2013-08-08 2014-11-07
1300 SHARES OF DF P 2013-08-08 2014-05-29
1300 SHARES OF DF P 2013-08-08 2014-05-29
1300 SHARES OF LPX P 2013-12-05 2014-12-08
1300 SHARES OF LPX P 2013-12-04 2014-12-08
1313.5 SHARES OF DF P 2013-08-08 2014-05-29
1319 SHARES OF DF P 2013-08-08 2014-05-29
1350 SHARES OF LPX P 2013-12-04 2014-12-08
136.5 SHARES OF DF P 2013-08-08 2014-05-29
1379 SHARES OF LPX P 2013-12-04 2014-12-08
1400 SHARES OF DIA P 2014-01-15 2014-11-07
1400 SHARES OF DIA P 2014-01-15 2014-11-05
1400 SHARES OF DIA P 2014-01-15 2014-11-05
1400 SHARES OF LPX P 2013-12-04 2014-12-08
1404 SHARES OF USO P 2014-12-18 2014-12-23
141 SHARES OF LPX P 2013-12-04 2014-12-08
141 SHARES OF LPX P 2013-12-05 2014-12-08
141 SHARES OF LPX P 2013-12-04 2014-12-08
141 SHARES OF LPX P 2013-12-04 2014-12-08
1429 SHARES OF LPX P 2013-12-04 2014-12-08
143.5 SHARES OF DF P 2013-08-08 2014-05-29
144.5 SHARES OF DF P 2013-08-08 2014-12-18
1441 SHARES OF LPX P 2013-12-05 2014-12-08
1441 SHARES OF LPX P 2013-12-05 2014-12-08
1444 SHARES OF DF P 2013-08-08 2014-05-29
1459 SHARES OF LPX P 2013-12-05 2014-12-08
146 SHARES OF AAPL P 2009-09-21 2014-12-30
147.24 SHARES OF WWAV P 2013-02-28 2014-03-04
15 SHARES OF LPX P 2013-12-04 2014-12-08
150 SHARES OF DF P 2013-02-28 2014-12-18
150 SHARES OF DF P 2013-08-08 2014-12-18
150 SHARES OF DF P 2013-08-08 2014-11-07
150 SHARES OF DF P 2013-08-08 2014-12-18
1500 SHARES OF AAPL P 2009-09-21 2014-12-30
1500 SHARES OF AAPL P 2009-09-21 2014-12-30
1508 SHARES OF DF P 2013-08-08 2014-11-07
1509 SHARES OF LPX P 2013-12-05 2014-12-08
1550 SHARES OF DF P 2013-08-08 2014-11-07
1550 SHARES OF DF P 2013-08-08 2014-05-29
159 SHARES OF LPX P 2013-12-04 2014-12-08
1591 SHARES OF DF P 2013-08-08 2014-12-18
1600 SHARES OF LPX P 2013-12-04 2014-12-08
1606 SHARES OF DF P 2013-08-08 2014-05-29
1623 SHARES OF LPX P 2013-12-05 2014-12-08
1625 SHARES OF DF P 2013-08-08 2014-05-29
1630 SHARES OF AAPL P 2009-09-21 2014-12-29
1638 SHARES OF USO P 2014-12-18 2014-12-23
1646 SHARES OF DF P 2013-08-08 2014-05-29
1670 SHARES OF LPX P 2013-12-05 2014-12-08
1675 SHARES OF DF P 2013-08-08 2014-05-29
1691 SHARES OF LPX P 2013-12-05 2014-12-08
170 SHARES OF SPY P 2013-06-21 2014-11-24
1700 SHARES OF AAPL P 2009-09-21 2014-12-30
1700 SHARES OF DF P 2013-08-08 2014-05-29
1700 SHARES OF DIA P 2014-01-15 2014-11-05
1700 SHARES OF LPX P 2013-12-05 2014-12-08
1700 SHARES OF LPX P 2013-12-04 2014-12-08
1700 SHARES OF LPX P 2013-12-04 2014-12-08
1700 SHARES OF LPX P 2013-12-05 2014-12-08
1709 SHARES OF LPX P 2013-12-05 2014-12-08
1721 SHARES OF LPX P 2013-12-04 2014-12-08
1727 SHARES OF DF P 2013-08-08 2014-05-29
1745 SHARES OF AAPL P 2009-09-21 2014-12-30
1755.5 SHARES OF DF P 2013-08-08 2014-12-18
1771 SHARES OF DF P 2013-08-08 2014-05-29
1791 SHARES OF LPX P 2013-12-05 2014-12-08
1800 SHARES OF AAPL P 2009-09-24 2014-12-31
1800 SHARES OF AAPL P 2009-09-21 2014-12-31
1800 SHARES OF LPX P 2013-12-05 2014-12-08
1800 SHARES OF LPX P 2013-12-04 2014-12-08
1800 SHARES OF LPX P 2013-12-05 2014-12-08
1806 SHARES OF LPX P 2013-12-04 2014-12-08
1821 SHARES OF LPX P 2013-12-05 2014-12-08
1822 SHARES OF USO P 2014-12-18 2014-12-23
185 SHARES OF LPX P 2013-12-05 2014-12-08
1854 SHARES OF AAPL P 2009-09-21 2014-12-30
1859 SHARES OF LPX P 2013-12-04 2014-12-08
19 SHARES OF DF P 2013-08-08 2014-05-29
1900 SHARES OF DF P 2013-08-08 2014-05-29
1900 SHARES OF LPX P 2013-12-05 2014-12-08
1900 SHARES OF LPX P 2013-12-05 2014-12-08
1900 SHARES OF LPX P 2013-12-04 2014-12-08
191 SHARES OF LPX P 2013-12-05 2014-12-08
1912.5 SHARES OF DF P 2013-08-08 2014-12-18
1929 SHARES OF DF P 2013-08-08 2014-05-29
1950 SHARES OF LPX P 2013-12-04 2014-12-08
1959 SHARES OF AAPL P 2009-09-21 2014-12-30
1975 SHARES OF DF P 2013-08-08 2014-05-29
199 SHARES OF DF P 2013-08-08 2014-12-18
200 SHARES OF AAPL P 2009-09-21 2014-12-30
200 SHARES OF AAPL P 2008-02-07 2014-12-31
200 SHARES OF AAPL P 2009-09-21 2014-12-29
200 SHARES OF AAPL P 2009-09-21 2014-12-31
200 SHARES OF AAPL P 2009-09-21 2014-12-31
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-05-29
200 SHARES OF DF P 2013-08-08 2014-11-07
200 SHARES OF DF P 2013-08-08 2014-12-18
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF LPX P 2013-12-04 2014-12-08
200 SHARES OF LPX P 2013-12-05 2014-12-08
200 SHARES OF T P 2013-06-07 2014-02-05
200 SHARES OF T P 2013-06-07 2014-02-05
200 SHARES OF VZ P 2012-04-13 2014-10-31
200 SHARES OF VZ P 2012-04-13 2014-10-31
200 SHARES OF VZ P 2012-03-26 2014-10-31
200 SHARES OF VZ P 2012-04-10 2014-10-31
200 SHARES OF VZ P 2012-04-13 2014-10-31
2000 SHARES OF DF P 2013-08-08 2014-11-07
2000 SHARES OF DF P 2013-08-08 2014-12-18
2000 SHARES OF DIA P 2014-01-15 2014-11-05
2000 SHARES OF VZ P 2012-04-13 2014-10-31
2000 SHARES OF VZ P 2012-04-13 2014-10-31
201.5 SHARES OF DF P 2013-08-08 2014-05-29
2015 SHARES OF LPX P 2013-12-04 2014-12-08
203 SHARES OF LPX P 2013-12-05 2014-12-08
204 SHARES OF DF P 2013-08-08 2014-05-29
2050 SHARES OF DF P 2013-08-08 2014-05-29
2059 SHARES OF LPX P 2013-12-04 2014-12-08
2064 SHARES OF AAPL P 2009-09-21 2014-12-24
209 SHARES OF LPX P 2013-12-04 2014-12-08
210 SHARES OF AAPL P 2009-09-24 2014-12-30
2100 SHARES OF VZ P 2012-04-10 2014-10-31
2109 SHARES OF LPX P 2013-12-05 2014-12-08
2109 SHARES OF LPX P 2013-12-05 2014-12-08
215 SHARES OF LPX P 2013-12-04 2014-12-08
215 SHARES OF LPX P 2013-12-04 2014-12-08
2150 SHARES OF DF P 2013-08-08 2014-05-29
2150 SHARES OF DF P 2013-08-08 2014-05-29
2159 SHARES OF LPX P 2013-12-05 2014-12-08
2159 SHARES OF LPX P 2013-12-04 2014-12-08
2165 SHARES OF LPX P 2013-12-05 2014-12-08
2191 SHARES OF LPX P 2013-12-04 2014-12-08
2200 SHARES OF AAPL P 2009-09-21 2014-12-31
2200 SHARES OF AAPL P 2009-09-21 2014-12-30
2200 SHARES OF AAPL P 2009-09-21 2014-12-31
2200 SHARES OF DF P 2013-08-08 2014-12-18
2200 SHARES OF DF P 2013-02-28 2014-12-18
2200 SHARES OF DIA P 2014-01-15 2014-11-07
2200 SHARES OF LPX P 2013-12-05 2014-12-08
2200 SHARES OF VZ P 2012-03-26 2014-10-31
221 SHARES OF LPX P 2013-12-04 2014-12-08
2228.5 SHARES OF DF P 2013-08-08 2014-05-29
2240 SHARES OF USO P 2014-12-18 2014-12-23
225 SHARES OF DF P 2013-08-08 2014-05-29
229 SHARES OF LPX P 2013-12-05 2014-12-08
2300 SHARES OF AAPL P 2008-02-07 2014-12-31
2300 SHARES OF AAPL P 2009-09-21 2014-12-30
2300 SHARES OF LPX P 2013-12-05 2014-12-08
235 SHARES OF LPX P 2013-12-05 2014-12-08
2350 SHARES OF LPX P 2013-12-04 2014-12-08
2397 SHARES OF LPX P 2013-12-05 2014-12-08
2400 SHARES OF AAPL P 2009-09-21 2014-12-30
2400 SHARES OF AAPL P 2009-09-24 2014-12-31
2400 SHARES OF AAPL P 2009-09-21 2014-12-29
2400 SHARES OF AAPL P 2009-09-21 2014-12-29
2400 SHARES OF VZ P 2012-03-26 2014-12-01
241 SHARES OF LPX P 2013-12-05 2014-12-08
2449 SHARES OF USO P 2014-12-18 2014-12-23
2460 SHARES OF AAPL P 2009-09-21 2014-12-29
2496 SHARES OF USO P 2014-12-18 2014-12-23
250 SHARES OF DF P 2013-08-08 2014-05-29
250 SHARES OF USO P 2014-12-18 2014-12-23
2500 SHARES OF AAPL P 2009-09-21 2014-12-31
2500 SHARES OF AAPL P 2009-09-21 2014-12-29
2500 SHARES OF AAPL P 2009-09-21 2014-12-31
2500 SHARES OF DF P 2013-08-08 2014-11-05
2500 SHARES OF LPX P 2013-12-05 2014-12-08
2536.5 SHARES OF DF P 2013-08-08 2014-05-29
2550 SHARES OF DF P 2013-08-08 2014-05-29
2571 SHARES OF LPX P 2013-12-05 2014-12-08
2575 SHARES OF DF P 2013-08-08 2014-05-29
2600 SHARES OF DF P 2013-08-08 2014-12-18
2600 SHARES OF VZ P 2012-03-26 2014-10-31
2623 SHARES OF LPX P 2013-12-04 2014-12-08
2625 SHARES OF DF P 2013-08-08 2014-05-29
2659 SHARES OF LPX P 2013-12-04 2014-12-08
2672.5 SHARES OF DF P 2013-08-08 2014-12-18
2700 SHARES OF AAPL P 2009-09-24 2014-12-31
2700 SHARES OF DF P 2013-08-08 2014-05-29
271 SHARES OF DF P 2013-08-08 2014-05-29
2754 SHARES OF DF P 2013-08-08 2014-05-29
2800 SHARES OF AAPL P 2009-09-24 2014-12-30
2800 SHARES OF AAPL P 2009-09-21 2014-12-30
2800 SHARES OF AAPL P 2009-09-24 2014-12-30
2800 SHARES OF AAPL P 2009-09-21 2014-12-29
2800 SHARES OF USO P 2014-12-18 2014-12-23
2800 SHARES OF VZ P 2012-04-10 2014-10-31
2810 SHARES OF DF P 2013-08-08 2014-12-18
2861 SHARES OF USO P 2014-12-18 2014-12-23
2880 SHARES OF USO P 2014-12-18 2014-12-23
29 SHARES OF LPX P 2013-12-05 2014-12-08
29 SHARES OF LPX P 2013-12-05 2014-12-08
2900 SHARES OF AAPL P 2009-09-24 2014-12-30
2900 SHARES OF LPX P 2013-12-05 2014-12-08
2900 SHARES OF VZ P 2012-04-10 2014-10-31
295 SHARES OF DF P 2013-08-08 2014-05-29
2956 SHARES OF USO P 2014-12-18 2014-12-23
296.5 SHARES OF DF P 2013-08-08 2014-05-29
30 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF DF P 2013-08-08 2014-05-29
300 SHARES OF DF P 2013-08-08 2014-12-18
300 SHARES OF DF P 2013-08-08 2014-05-29
300 SHARES OF DF P 2013-08-08 2014-05-29
300 SHARES OF DF P 2013-08-08 2014-05-29
300 SHARES OF DF P 2013-08-08 2014-12-18
300 SHARES OF DIA P 2014-01-15 2014-11-05
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-04 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF LPX P 2013-12-05 2014-12-08
300 SHARES OF T P 2012-10-18 2014-02-05
3000 SHARES OF AAPL P 2009-09-24 2014-12-31
3000 SHARES OF DF P 2013-08-08 2014-11-05
3000 SHARES OF DF P 2013-08-08 2014-11-05
3000 SHARES OF VZ P 2012-04-13 2014-10-31
302 SHARES OF DF P 2013-08-08 2014-05-29
309 SHARES OF LPX P 2013-12-05 2014-12-08
3100 SHARES OF DF P 2013-08-08 2014-11-07
3100 SHARES OF USO P 2014-12-18 2014-12-23
3100 SHARES OF USO P 2014-12-18 2014-12-23
316 SHARES OF DF P 2013-08-08 2014-11-07
319 SHARES OF DF P 2013-08-08 2014-05-29
320 SHARES OF AAPL P 2009-09-21 2014-12-30
3200 SHARES OF LPX P 2013-12-04 2014-12-08
3214 SHARES OF DF P 2013-08-08 2014-12-18
3300 SHARES OF AAPL P 2009-09-21 2014-12-29
3300 SHARES OF AAPL P 2009-09-24 2014-12-31
3300 SHARES OF USO P 2014-12-18 2014-12-23
3302 SHARES OF USO P 2014-12-18 2014-12-23
3400 SHARES OF AAPL P 2009-09-24 2014-12-31
3400 SHARES OF AAPL P 2009-09-24 2014-12-31
3400 SHARES OF AAPL P 2009-09-24 2014-12-31
3420 SHARES OF USO P 2014-12-18 2014-12-23
35 SHARES OF LPX P 2013-12-04 2014-12-08
350 SHARES OF DF P 2013-08-08 2014-05-29
350 SHARES OF DF P 2013-08-08 2014-05-29
350 SHARES OF DF P 2013-08-08 2014-12-18
350 SHARES OF LPX P 2013-12-04 2014-12-08
3500 SHARES OF AAPL P 2009-09-24 2014-12-30
3570 SHARES OF LPX P 2013-12-04 2014-12-08
359 SHARES OF LPX P 2013-12-04 2014-12-08
36.38 SHARES OF WWAV P 2013-02-28 2014-03-04
3600 SHARES OF AAPL P 2009-09-24 2014-12-31
3600 SHARES OF DIA P 2014-01-15 2014-11-07
3600 SHARES OF USO P 2014-12-18 2014-12-23
3600 SHARES OF USO P 2014-12-18 2014-12-23
3600 SHARES OF USO P 2014-12-18 2014-12-23
3603 SHARES OF USO P 2014-12-18 2014-12-23
3609 SHARES OF USO P 2014-12-18 2014-12-23
3662.5 SHARES OF DF P 2013-08-08 2014-12-18
3670 SHARES OF AAPL P 2009-09-24 2014-12-30
370 SHARES OF LPX P 2013-12-05 2014-12-08
3700 SHARES OF AAPL P 2009-09-24 2014-12-31
3742 SHARES OF USO P 2014-12-18 2014-12-23
3800 SHARES OF AAPL P 2009-09-24 2014-12-31
381 SHARES OF DF P 2013-08-08 2014-05-29
385 SHARES OF LPX P 2013-12-04 2014-12-08
387.5 SHARES OF DF P 2013-08-08 2014-12-18
3885 SHARES OF LPX P 2013-12-04 2014-12-08
391 SHARES OF LPX P 2013-12-04 2014-12-08
391 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF AAPL P 2009-09-21 2014-12-29
400 SHARES OF DF P 2013-08-08 2014-05-29
400 SHARES OF DF P 2013-08-08 2014-05-29
400 SHARES OF DF P 2013-08-08 2014-05-29
400 SHARES OF DF P 2013-08-08 2014-05-29
400 SHARES OF DF P 2013-08-08 2014-12-18
400 SHARES OF DF P 2013-08-08 2014-05-29
400 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-04 2014-12-08
400 SHARES OF LPX P 2013-12-05 2014-12-08
400 SHARES OF VZ P 2012-03-26 2014-11-26
4000 SHARES OF LPX P 2013-12-04 2014-12-08
4000 SHARES OF LPX P 2013-12-05 2014-12-08
409 SHARES OF LPX P 2013-12-05 2014-12-08
41 SHARES OF LPX P 2013-12-05 2014-12-08
4100 SHARES OF USO P 2014-12-18 2014-12-23
415 SHARES OF LPX P 2013-12-04 2014-12-08
4200 SHARES OF DF P 2013-08-08 2014-11-07
421 SHARES OF LPX P 2013-12-04 2014-12-08
421 SHARES OF LPX P 2013-12-05 2014-12-08
424 SHARES OF DF P 2013-08-08 2014-12-18
4249 SHARES OF DF P 2013-08-08 2014-12-18
425 SHARES OF DF P 2013-08-08 2014-05-29
4316 SHARES OF USO P 2014-12-18 2014-12-23
435 SHARES OF USO P 2014-12-18 2014-12-23
445 SHARES OF DF P 2013-08-08 2014-05-29
45.52 SHARES OF WWAV P 2013-02-28 2014-03-04
450 SHARES OF LPX P 2013-12-04 2014-12-08
450 SHARES OF LPX P 2013-12-04 2014-12-08
452 SHARES OF LPX P 2013-12-05 2014-12-08
459 SHARES OF LPX P 2013-12-04 2014-12-08
461.5 SHARES OF DF P 2013-08-08 2014-05-29
4700 SHARES OF AAPL P 2009-09-24 2014-12-30
4700 SHARES OF USO P 2014-12-18 2014-12-23
471 SHARES OF LPX P 2013-12-04 2014-12-08
4800 SHARES OF AAPL P 2009-09-24 2014-12-30
4812.5 SHARES OF DF P 2013-08-08 2014-11-07
486 SHARES OF DF P 2013-08-08 2014-12-18
490 SHARES OF AAPL P 2009-09-21 2014-12-31
499 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF DF P 2013-08-08 2014-11-07
50 SHARES OF DF P 2013-08-08 2014-11-07
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-02-28 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-11-07
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF DF P 2013-08-08 2014-12-18
50 SHARES OF DF P 2013-08-08 2014-05-29
50 SHARES OF LPX P 2013-12-04 2014-12-08
500 SHARES OF AAPL P 2008-02-07 2014-12-31
500 SHARES OF AAPL P 2009-09-21 2014-12-30
500 SHARES OF DF P 2013-08-08 2014-05-29
500 SHARES OF DF P 2013-08-08 2014-12-18
500 SHARES OF LPX P 2013-12-04 2014-12-08
500 SHARES OF LPX P 2013-12-05 2014-12-08
500 SHARES OF LPX P 2013-12-05 2014-12-08
500 SHARES OF LPX P 2013-12-05 2014-12-08
500 SHARES OF LPX P 2013-12-05 2014-12-08
500 SHARES OF USO P 2014-12-18 2014-12-23
500 SHARES OF USO P 2014-12-18 2014-12-23
500 SHARES OF VZ P 2012-04-13 2014-10-31
500.5 SHARES OF DF P 2013-08-08 2014-05-29
5000 SHARES OF DF P 2013-08-08 2014-12-18
5000 SHARES OF DF P 2013-08-08 2014-12-18
5000 SHARES OF T P 2012-10-18 2014-02-05
501 SHARES OF DF P 2013-08-08 2014-12-18
509 SHARES OF LPX P 2013-12-05 2014-12-08
517 SHARES OF USO P 2014-12-18 2014-12-23
521 SHARES OF LPX P 2013-12-04 2014-12-08
524.5 SHARES OF DF P 2013-08-08 2014-05-29
525 SHARES OF DF P 2013-08-08 2014-05-29
533.5 SHARES OF DF P 2013-08-08 2014-12-18
550 SHARES OF DF P 2013-08-08 2014-05-29
550 SHARES OF LPX P 2013-12-04 2014-12-08
5566 SHARES OF USO P 2014-12-18 2014-12-23
558 SHARES OF USO P 2014-12-18 2014-12-23
559 SHARES OF LPX P 2013-12-04 2014-12-08
56 SHARES OF DF P 2013-08-08 2014-05-29
566 SHARES OF USO P 2014-12-18 2014-12-23
5668 SHARES OF USO P 2014-12-18 2014-12-23
5730 SHARES OF AAPL P 2009-09-21 2014-12-24
574 SHARES OF DF P 2013-08-08 2014-12-18
577 SHARES OF LPX P 2013-12-05 2014-12-08
579 SHARES OF LPX P 2013-12-05 2014-12-08
5841 SHARES OF AAPL P 2009-09-21 2014-12-30
5900 SHARES OF USO P 2014-12-18 2014-12-23
591.5 SHARES OF DF P 2013-08-08 2014-05-29
5965 SHARES OF USO P 2014-12-18 2014-12-23
600 SHARES OF AAPL P 2009-09-21 2014-12-30
600 SHARES OF DF P 2013-08-08 2014-11-07
600 SHARES OF DF P 2013-08-08 2014-05-29
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-04 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF LPX P 2013-12-05 2014-12-08
600 SHARES OF WWAV P 2013-05-16 2014-03-04
603 SHARES OF DF P 2013-08-08 2014-05-29
609 SHARES OF LPX P 2013-12-04 2014-12-08
6134 SHARES OF USO P 2014-12-18 2014-12-23
629 SHARES OF LPX P 2013-12-05 2014-12-08
63.62 SHARES OF WWAV P 2013-02-28 2014-03-04
634 SHARES OF USO P 2014-12-18 2014-12-23
6391 SHARES OF USO P 2014-12-18 2014-12-23
6397 SHARES OF USO P 2014-12-18 2014-12-23
6400 SHARES OF USO P 2014-12-18 2014-12-23
641 SHARES OF LPX P 2013-12-04 2014-12-08
641 SHARES OF LPX P 2013-12-04 2014-12-08
641 SHARES OF LPX P 2013-12-04 2014-12-08
642 SHARES OF USO P 2014-12-18 2014-12-23
647.5 SHARES OF DF P 2013-08-08 2014-12-18
649 SHARES OF DF P 2013-08-08 2014-12-18
65 SHARES OF LPX P 2013-12-04 2014-12-08
650 SHARES OF DF P 2013-08-08 2014-05-29
678.5 SHARES OF DF P 2013-08-08 2014-05-29
678.5 SHARES OF DF P 2013-08-08 2014-05-29
680 SHARES OF WWAV P 2013-05-16 2014-03-04
691 SHARES OF LPX P 2013-12-05 2014-12-08
691 SHARES OF LPX P 2013-12-04 2014-12-08
699 SHARES OF WWAV P 2013-02-28 2014-03-04
7 SHARES OF LPX P 2013-12-04 2014-12-08
700 SHARES OF DF P 2013-08-08 2014-05-29
700 SHARES OF DF P 2013-08-08 2014-05-29
700 SHARES OF LPX P 2013-12-04 2014-12-08
700 SHARES OF LPX P 2013-12-04 2014-12-08
700 SHARES OF LPX P 2013-12-04 2014-12-08
700 SHARES OF LPX P 2013-12-04 2014-12-08
700 SHARES OF LPX P 2013-12-05 2014-12-08
700 SHARES OF VZ P 2012-04-13 2014-10-31
71 SHARES OF LPX P 2013-12-05 2014-12-08
710 SHARES OF AAPL P 2009-09-21 2014-12-30
719 SHARES OF DF P 2013-08-08 2014-05-29
72.76 SHARES OF WWAV P 2013-02-28 2014-03-04
7200 SHARES OF T P 2012-10-18 2014-02-05
729 SHARES OF LPX P 2013-12-04 2014-12-08
749.5 SHARES OF DF P 2013-08-08 2014-12-18
7500 SHARES OF USO P 2014-12-18 2014-12-23
7500 SHARES OF USO P 2014-12-18 2014-12-23
754.48 SHARES OF WWAV P 2013-02-28 2014-03-04
76 SHARES OF DF P 2013-08-08 2014-11-07
771 SHARES OF LPX P 2013-12-05 2014-12-08
771.5 SHARES OF DF P 2013-08-08 2014-05-29
780 SHARES OF DF P 2013-08-08 2014-12-18
79 SHARES OF LPX P 2013-12-04 2014-12-08
800 SHARES OF DF P 2013-08-08 2014-05-29
800 SHARES OF DF P 2013-08-08 2014-12-18
800 SHARES OF DF P 2013-08-08 2014-12-18
800 SHARES OF LPX P 2013-12-05 2014-12-08
800 SHARES OF LPX P 2013-12-05 2014-12-08
800 SHARES OF LPX P 2013-12-05 2014-12-08
800 SHARES OF LPX P 2013-12-04 2014-12-08
800 SHARES OF LPX P 2013-12-04 2014-12-08
81 SHARES OF DF P 2013-08-08 2014-05-29
81 SHARES OF DF P 2013-08-08 2014-05-29
811.5 SHARES OF DF P 2013-08-08 2014-05-29
813.5 SHARES OF DF P 2013-08-08 2014-05-29
821 SHARES OF LPX P 2013-12-05 2014-12-08
829 SHARES OF DF P 2013-08-08 2014-05-29
829 SHARES OF LPX P 2013-12-04 2014-12-08
830 SHARES OF LPX P 2013-12-05 2014-12-08
840 SHARES OF AAPL P 2009-09-21 2014-12-29
841 SHARES OF LPX P 2013-12-04 2014-12-08
845 SHARES OF AAPL P 2009-09-24 2014-12-30
85 SHARES OF LPX P 2013-12-04 2014-12-08
85 SHARES OF LPX P 2013-12-04 2014-12-08
85 SHARES OF LPX P 2013-12-04 2014-12-08
851.5 SHARES OF DF P 2013-08-08 2014-12-18
859 SHARES OF LPX P 2013-12-05 2014-12-08
86.5 SHARES OF DF P 2013-08-08 2014-05-29
8600 SHARES OF USO P 2014-12-18 2014-12-23
8600 SHARES OF USO P 2014-12-18 2014-12-23
87.5 SHARES OF DF P 2013-08-08 2014-11-07
888.5 SHARES OF DF P 2013-08-08 2014-05-29
891 SHARES OF LPX P 2013-12-05 2014-12-08
899.5 SHARES OF DF P 2013-08-08 2014-05-29
900 SHARES OF AAPL P 2009-09-21 2014-12-29
900 SHARES OF AAPL P 2009-09-21 2014-12-30
900 SHARES OF DF P 2013-08-08 2014-11-07
900 SHARES OF LPX P 2013-12-04 2014-12-08
900 SHARES OF LPX P 2013-12-04 2014-12-08
900 SHARES OF USO P 2014-12-18 2014-12-23
91 SHARES OF LPX P 2013-12-04 2014-12-08
93 SHARES OF LPX P 2013-12-04 2014-12-08
935 SHARES OF LPX P 2013-12-05 2014-12-08
9358 SHARES OF USO P 2014-12-18 2014-12-23
939 SHARES OF LPX P 2013-12-05 2014-12-08
950 SHARES OF DF P 2013-08-08 2014-11-07
9584 SHARES OF USO P 2014-12-18 2014-12-23
959 SHARES OF LPX P 2013-12-05 2014-12-08
961.5 SHARES OF DF P 2013-08-08 2014-05-29
970 SHARES OF AAPL P 2009-09-21 2014-12-29
979 SHARES OF LPX P 2013-12-04 2014-12-08
(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 11,266   2,624 8,642
b 11,415   2,624 8,791
c 11,033   2,624 8,409
d 11,402   2,624 8,778
e 11,249   2,624 8,625
11,324   2,624 8,700
11,116   2,624 8,492
11,089   2,624 8,465
11,241   2,624 8,617
1,908   1,587 321
1,908   2,018 -110
1,908   2,018 -110
1,415   2,030 -615
1,904   2,024 -120
1,749   2,044 -295
1,891   2,028 -137
1,901   2,027 -126
1,749   2,044 -295
1,884   2,029 -145
1,904   2,022 -118
1,901   2,020 -119
1,900   2,026 -126
1,905   2,024 -119
1,756   2,050 -294
1,759   2,050 -291
1,757   2,039 -282
1,408   2,030 -622
1,408   2,028 -620
1,758   2,042 -284
1,749   2,044 -295
1,749   2,050 -301
1,749   2,044 -295
1,689   1,589 100
1,714   1,583 131
1,699   1,575 124
1,702   1,584 118
1,733   1,583 150
1,737   1,580 157
1,739   1,581 158
1,723   1,582 141
1,733   1,583 150
1,739   1,580 159
1,703   1,584 119
1,681   1,585 96
1,680   1,587 93
1,681   1,586 95
1,681   1,587 94
1,681   1,585 96
1,684   1,584 100
1,684   1,584 100
1,710   1,584 126
1,684   1,587 97
1,683   1,575 108
1,710   1,583 127
1,687   1,589 98
1,691   1,587 104
1,692   1,587 105
1,682   1,584 98
1,702   1,584 118
1,710   1,578 132
1,708   1,577 131
1,699   1,575 124
1,680   1,578 102
1,710   1,578 132
1,765   1,578 187
1,746   1,579 167
1,708   1,577 131
1,699   1,575 124
5,023   3,722 1,301
114,017   26,243 87,774
113,292   26,243 87,049
17,020   15,749 1,271
17,475   15,789 1,686
16,830   15,748 1,082
16,810   15,865 945
17,390   15,799 1,591
17,245   15,819 1,426
21,140   20,608 532
19,085   20,170 -1,085
211,310   207,200 4,110
211,396   207,200 4,196
17,274   15,912 1,362
2,125   2,087 38
1,938   2,048 -110
19,414   20,541 -1,127
14,428   20,783 -6,355
17,606   16,525 1,081
17,998   16,767 1,231
11,922   2,782 9,140
18,453   16,943 1,510
226,440   220,741 5,699
20,564   22,052 -1,488
1,855   1,726 129
1,924   1,720 204
1,831   1,720 111
19,343   22,550 -3,207
23,198   22,625 573
23,719   23,113 606
19,560   17,870 1,690
1,980   1,819 161
16,203   23,345 -7,142
20,213   18,298 1,915
20,164   18,533 1,631
20,155   18,663 1,492
20,400   18,996 1,404
20,196   18,898 1,298
21,090   18,935 2,155
20,544   18,930 1,614
388,524   428,824 -40,300
21,230   24,852 -3,622
26,106   25,635 471
1,774   2,557 -783
22,050   20,359 1,691
22,063   20,358 1,705
22,839   26,448 -3,609
24,794   26,198 -1,404
237   277 -40
146,130   34,116 112,014
18,174   26,390 -8,216
22,869   26,650 -3,781
22,860   26,624 -3,764
22,867   20,521 2,346
22,698   20,522 2,176
22,973   26,898 -3,925
23,201   26,958 -3,757
22,936   21,261 1,675
2,387   2,796 -409
23,636   21,828 1,808
245,149   230,542 14,607
244,093   230,542 13,551
244,127   230,552 13,575
23,533   22,189 1,344
29,512   29,005 507
2,453   2,228 225
2,463   2,226 237
2,396   2,233 163
2,478   2,225 253
24,750   22,518 2,232
2,518   2,936 -418
2,751   2,924 -173
24,497   22,816 1,681
25,030   22,779 2,251
25,258   29,515 -4,257
25,386   23,051 2,335
16,397   3,831 12,566
4,431   2,063 2,368
260   237 23
2,862   2,381 481
2,852   3,039 -187
2,122   3,045 -923
2,856   3,032 -176
169,940   39,364 130,576
168,466   39,364 129,102
21,338   30,612 -9,274
25,773   23,795 1,978
21,684   31,465 -9,781
27,304   31,651 -4,347
2,711   2,518 193
30,262   32,138 -1,876
27,783   25,294 2,489
28,233   32,791 -4,558
27,266   25,590 1,676
28,459   33,212 -4,753
186,109   42,776 143,333
34,577   33,743 834
28,953   33,644 -4,691
28,423   26,301 2,122
29,329   34,301 -4,972
28,425   26,665 1,760
35,203   26,829 8,374
191,093   44,613 146,480
29,892   34,813 -4,921
296,534   279,956 16,578
28,563   26,823 1,740
29,120   26,926 2,194
29,142   26,909 2,233
28,681   26,979 1,702
29,206   26,949 2,257
29,291   27,104 2,187
30,388   35,193 -4,805
195,848   45,794 150,054
33,424   35,493 -2,069
31,107   36,121 -5,014
31,503   28,271 3,232
200,095   47,186 152,909
200,228   47,237 152,991
31,427   28,417 3,010
31,355   28,436 2,919
30,905   28,476 2,429
31,487   28,551 2,936
31,539   28,695 2,844
38,452   37,559 893
3,215   2,926 289
208,200   48,654 159,546
32,411   29,352 3,059
334   388 -54
33,363   38,756 -5,393
32,055   30,153 1,902
31,998   30,147 1,851
32,899   30,054 2,845
3,209   3,014 195
36,028   38,820 -2,792
33,892   39,344 -5,452
33,784   30,865 2,919
222,635   51,410 171,225
34,727   40,365 -5,638
3,797   4,008 -211
22,446   5,249 17,197
22,249   3,426 18,823
22,804   5,249 17,555
22,102   5,249 16,853
22,184   5,249 16,935
3,514   4,064 -550
3,520   4,100 -580
3,522   4,100 -578
3,513   4,100 -587
3,502   4,100 -598
3,510   4,100 -590
2,790   4,060 -1,270
3,803   4,056 -253
3,463   3,164 299
3,490   3,158 332
3,424   3,155 269
3,465   3,166 299
3,420   3,156 264
3,424   3,166 258
3,487   3,158 329
3,366   3,150 216
3,399   3,167 232
3,417   3,166 251
3,434   3,164 270
3,448   3,152 296
3,487   3,162 325
3,363   3,173 190
3,473   3,162 311
3,485   3,160 325
3,487   3,158 329
3,425   3,166 259
3,434   3,164 270
3,360   3,154 206
6,422   7,088 -666
6,422   7,096 -674
10,044   7,444 2,600
10,047   7,444 2,603
10,022   7,872 2,150
10,019   7,375 2,644
10,047   7,444 2,603
28,280   40,600 -12,320
37,676   40,592 -2,916
348,353   329,360 18,993
100,469   74,420 26,049
100,188   74,420 25,768
3,540   4,094 -554
35,030   31,873 3,157
3,530   3,209 321
3,588   4,173 -585
35,936   41,898 -5,962
34,611   32,466 2,145
232,146   54,165 177,981
3,557   3,291 266
23,569   5,509 18,060
105,229   77,440 27,789
35,599   33,269 2,330
37,066   33,278 3,788
3,737   3,400 337
3,722   3,401 321
37,917   43,942 -6,025
37,753   43,925 -6,172
37,717   34,088 3,629
37,501   34,110 3,391
37,594   34,226 3,368
37,281   34,703 2,578
243,227   57,734 185,493
247,178   57,734 189,444
243,120   57,734 185,386
41,997   44,396 -2,399
41,975   34,915 7,060
385,234   362,296 22,938
37,025   34,639 2,386
110,238   86,590 23,648
3,829   3,498 331
39,031   45,497 -6,466
47,151   46,088 1,063
3,959   4,589 -630
3,941   3,624 317
255,856   39,394 216,462
258,318   60,359 197,959
40,606   36,294 4,312
4,097   3,715 382
40,501   37,027 3,474
41,695   37,897 3,798
272,514   62,983 209,531
266,822   62,914 203,908
274,942   62,983 211,959
273,954   62,983 210,971
120,878   94,440 26,438
4,198   3,808 390
51,526   50,596 930
280,461   64,557 215,904
52,515   51,565 950
4,395   5,125 -730
5,264   5,165 99
279,361   65,607 213,754
286,644   65,607 221,037
279,069   65,607 213,462
35,249   50,740 -15,491
43,049   39,563 3,486
44,629   51,998 -7,369
44,866   52,010 -7,144
43,680   40,506 3,174
45,283   52,525 -7,242
49,503   52,572 -3,069
130,281   102,310 27,971
45,220   41,336 3,884
46,146   53,540 -7,394
44,777   42,116 2,661
50,777   54,086 -3,309
299,424   70,779 228,645
47,470   55,350 -7,880
4,761   5,522 -761
48,387   55,906 -7,519
317,289   73,400 243,889
315,693   73,480 242,213
314,317   73,400 240,917
319,574   73,480 246,094
59,112   57,680 1,432
140,263   103,253 37,010
53,449   56,762 -3,313
60,482   58,977 1,505
60,623   59,266 1,357
501   459 42
499   459 40
326,707   76,021 250,686
48,752   46,009 2,743
145,316   106,940 38,376
5,175   6,036 -861
62,371   61,012 1,359
5,193   6,054 -861
520   473 47
5,250   6,149 -899
5,724   6,053 -329
5,270   6,149 -879
5,289   6,150 -861
5,256   6,150 -894
5,712   6,069 -357
52,332   49,404 2,928
5,066   4,766 300
5,066   4,766 300
5,172   4,730 442
5,151   4,748 403
5,296   4,734 562
5,172   4,728 444
5,296   4,734 562
5,198   4,749 449
5,230   4,737 493
5,200   4,749 451
5,053   4,754 299
5,238   4,736 502
5,169   4,746 423
5,051   4,766 285
5,211   4,740 471
5,073   4,761 312
5,043   4,760 283
5,226   4,740 486
5,221   4,740 481
5,218   4,743 475
5,215   4,745 470
5,073   4,761 312
5,121   4,751 370
5,056   4,734 322
5,052   4,760 292
5,049   4,725 324
9,626   10,827 -1,201
331,433   78,643 252,790
42,471   60,900 -18,429
42,350   60,900 -18,550
150,678   111,630 39,048
5,305   6,154 -849
5,395   4,878 517
43,585   62,924 -19,339
65,630   64,232 1,398
65,444   63,860 1,584
4,471   6,414 -1,943
5,619   6,517 -898
36,038   8,398 27,640
55,455   50,653 4,802
61,110   65,173 -4,063
376,277   86,601 289,676
365,816   86,507 279,309
69,381   67,937 1,444
69,671   68,120 1,551
375,624   89,129 286,495
377,052   89,129 287,923
375,726   89,129 286,597
71,887   70,378 1,509
608   553 55
6,135   7,144 -1,009
6,147   7,174 -1,027
6,655   7,097 -442
5,967   5,543 424
393,168   91,750 301,418
61,617   56,260 5,357
6,268   5,668 600
1,095   512 583
397,215   94,371 302,844
629,978   592,848 37,130
76,122   74,211 1,911
75,670   74,667 1,003
75,886   74,376 1,510
75,697   74,690 1,007
76,096   74,815 1,281
69,256   74,276 -5,020
413,380   96,206 317,174
6,408   5,831 577
410,362   96,993 313,369
78,955   77,160 1,795
419,853   99,614 320,239
6,712   7,780 -1,068
6,666   6,090 576
7,300   7,859 -559
66,879   61,457 5,422
6,576   6,193 383
6,694   6,168 526
45,610   10,497 35,113
7,032   8,199 -1,167
7,014   8,199 -1,185
7,024   8,199 -1,175
7,018   8,190 -1,172
7,605   8,110 -505
7,025   8,200 -1,175
7,036   6,314 722
6,974   6,316 658
6,896   6,306 590
6,892   6,328 564
6,974   6,316 658
6,824   6,335 489
6,968   6,319 649
6,858   6,332 526
6,900   6,331 569
6,733   6,347 386
6,800   6,332 468
6,721   6,311 410
6,984   6,315 669
6,928   6,303 625
6,732   6,299 433
6,745   6,348 397
20,026   15,740 4,286
68,958   63,316 5,642
69,938   63,156 6,782
6,994   6,453 541
716   647 69
86,590   84,460 2,130
7,186   6,565 621
59,345   85,252 -25,907
7,216   6,664 552
7,197   6,664 533
8,094   8,564 -470
80,905   85,906 -5,001
7,443   8,686 -1,243
91,066   88,780 2,286
9,170   9,013 157
7,816   9,059 -1,243
1,369   638 731
7,578   7,128 450
7,794   7,091 703
7,734   7,132 602
7,996   7,250 746
8,105   9,460 -1,355
528,486   123,207 405,279
98,799   97,097 1,702
8,134   7,455 679
539,730   125,829 413,901
68,096   97,684 -29,588
9,241   9,845 -604
54,470   12,859 41,611
9,491   10,085 -594
877   1,024 -147
707   1,015 -308
707   1,015 -308
942   1,015 -73
875   1,022 -147
954   1,007 -53
954   1,007 -53
954   797 157
954   1,009 -55
707   1,015 -308
878   1,025 -147
954   1,008 -54
954   1,009 -55
945   1,014 -69
880   1,020 -140
945   1,014 -69
945   1,014 -69
951   1,014 -63
951   1,014 -63
876   1,021 -145
942   1,015 -73
878   1,018 -140
873   789 84
55,454   8,564 46,890
56,156   13,121 43,035
8,771   10,250 -1,479
9,419   10,145 -726
8,617   7,879 738
8,395   7,933 462
8,418   7,943 475
8,406   7,934 472
8,455   7,935 520
10,510   10,379 131
10,586   10,360 226
25,117   18,609 6,508
8,791   10,179 -1,388
94,923   101,390 -6,467
94,823   101,390 -6,567
160,547   180,400 -19,853
9,540   10,125 -585
8,953   8,032 921
10,929   10,657 272
8,979   8,210 769
9,213   10,667 -1,454
9,231   10,761 -1,530
10,184   10,777 -593
9,663   11,209 -1,546
9,666   8,678 988
117,496   114,604 2,892
11,776   11,505 271
9,766   8,826 940
980   1,145 -165
11,900   11,648 252
119,535   116,582 2,953
644,382   150,372 494,010
10,957   11,583 -626
9,947   9,098 849
9,727   9,130 597
657,040   153,285 503,755
124,015   122,484 1,531
10,392   12,029 -1,637
125,739   123,535 2,204
67,574   15,746 51,828
8,490   12,180 -3,690
10,543   12,300 -1,757
10,098   9,449 649
10,429   9,489 940
10,368   9,497 871
10,105   9,521 584
10,428   9,489 939
10,068   9,503 565
10,101   9,532 569
10,242   9,503 739
10,248   9,503 745
10,341   9,454 887
10,080   9,461 619
10,194   9,467 727
10,452   9,479 973
10,131   9,533 598
10,131   9,534 597
18,057   10,520 7,537
10,594   12,253 -1,659
10,243   9,645 598
128,965   126,299 2,666
10,841   9,910 931
1,915   892 1,023
13,326   13,048 278
134,724   132,485 2,239
134,398   132,679 1,719
135,495   132,672 2,823
11,176   10,125 1,051
11,179   10,120 1,059
11,192   10,120 1,072
13,540   13,237 303
12,302   13,117 -815
12,376   13,096 -720
1,130   1,028 102
11,414   13,259 -1,845
11,894   13,841 -1,947
11,918   13,798 -1,880
20,465   11,975 8,490
11,664   10,902 762
11,781   10,944 837
21,040   9,795 11,245
118   111 7
12,260   14,349 -2,089
12,271   14,279 -2,008
12,085   11,073 1,012
12,121   11,073 1,048
11,767   11,094 673
12,047   11,073 974
11,781   11,045 736
35,153   26,053 9,100
1,222   1,124 98
79,966   18,632 61,334
12,640   14,682 -2,042
2,190   1,020 1,170
231,188   259,855 -28,667
12,517   11,533 984
14,297   15,123 -826
157,701   154,349 3,352
157,764   154,800 2,964
22,694   10,572 12,122
1,075   1,543 -468
13,238   12,201 1,037
13,524   15,751 -2,227
14,820   15,800 -980
1,350   1,250 100
14,072   16,349 -2,277
15,208   16,190 -982
15,264   16,142 -878
13,465   12,695 770
13,508   12,711 797
13,508   12,710 798
13,632   12,671 961
13,588   12,671 917
1,425   1,655 -230
1,422   1,655 -233
14,263   16,618 -2,355
14,313   16,675 -2,362
14,026   12,996 1,030
14,561   16,910 -2,349
14,283   13,114 1,169
14,325   13,080 1,245
95,758   22,044 73,714
14,692   13,279 1,413
94,838   22,151 72,687
1,478   1,344 134
1,471   1,345 126
1,472   1,345 127
16,246   17,165 -919
14,976   13,579 1,397
1,513   1,773 -260
180,854   178,536 2,318
181,370   176,859 4,511
1,238   1,776 -538
15,616   18,195 -2,579
15,730   14,060 1,670
15,799   18,310 -2,511
102,607   23,619 78,988
101,158   23,619 77,539
12,645   18,270 -5,625
15,691   14,227 1,464
15,318   14,174 1,144
19,026   18,549 477
1,532   1,433 99
1,566   1,473 93
16,264   14,787 1,477
197,357   192,962 4,395
16,057   14,816 1,241
13,271   19,285 -6,014
201,739   197,143 4,596
16,303   15,181 1,122
16,868   19,690 -2,822
110,752   25,456 85,296
16,633   15,418 1,215
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       8,642
b       8,791
c       8,409
d       8,778
e       8,625
      8,700
      8,492
      8,465
      8,617
      321
      -110
      -110
      -615
      -120
      -295
      -137
      -126
      -295
      -145
      -118
      -119
      -126
      -119
      -294
      -291
      -282
      -622
      -620
      -284
      -295
      -301
      -295
      100
      131
      124
      118
      150
      157
      158
      141
      150
      159
      119
      96
      93
      95
      94
      96
      100
      100
      126
      97
      108
      127
      98
      104
      105
      98
      118
      132
      131
      124
      102
      132
      187
      167
      131
      124
      1,301
      87,774
      87,049
      1,271
      1,686
      1,082
      945
      1,591
      1,426
      532
      -1,085
      4,110
      4,196
      1,362
      38
      -110
      -1,127
      -6,355
      1,081
      1,231
      9,140
      1,510
      5,699
      -1,488
      129
      204
      111
      -3,207
      573
      606
      1,690
      161
      -7,142
      1,915
      1,631
      1,492
      1,404
      1,298
      2,155
      1,614
      -40,300
      -3,622
      471
      -783
      1,691
      1,705
      -3,609
      -1,404
      -40
      112,014
      -8,216
      -3,781
      -3,764
      2,346
      2,176
      -3,925
      -3,757
      1,675
      -409
      1,808
      14,607
      13,551
      13,575
      1,344
      507
      225
      237
      163
      253
      2,232
      -418
      -173
      1,681
      2,251
      -4,257
      2,335
      12,566
      2,368
      23
      481
      -187
      -923
      -176
      130,576
      129,102
      -9,274
      1,978
      -9,781
      -4,347
      193
      -1,876
      2,489
      -4,558
      1,676
      -4,753
      143,333
      834
      -4,691
      2,122
      -4,972
      1,760
      8,374
      146,480
      -4,921
      16,578
      1,740
      2,194
      2,233
      1,702
      2,257
      2,187
      -4,805
      150,054
      -2,069
      -5,014
      3,232
      152,909
      152,991
      3,010
      2,919
      2,429
      2,936
      2,844
      893
      289
      159,546
      3,059
      -54
      -5,393
      1,902
      1,851
      2,845
      195
      -2,792
      -5,452
      2,919
      171,225
      -5,638
      -211
      17,197
      18,823
      17,555
      16,853
      16,935
      -550
      -580
      -578
      -587
      -598
      -590
      -1,270
      -253
      299
      332
      269
      299
      264
      258
      329
      216
      232
      251
      270
      296
      325
      190
      311
      325
      329
      259
      270
      206
      -666
      -674
      2,600
      2,603
      2,150
      2,644
      2,603
      -12,320
      -2,916
      18,993
      26,049
      25,768
      -554
      3,157
      321
      -585
      -5,962
      2,145
      177,981
      266
      18,060
      27,789
      2,330
      3,788
      337
      321
      -6,025
      -6,172
      3,629
      3,391
      3,368
      2,578
      185,493
      189,444
      185,386
      -2,399
      7,060
      22,938
      2,386
      23,648
      331
      -6,466
      1,063
      -630
      317
      216,462
      197,959
      4,312
      382
      3,474
      3,798
      209,531
      203,908
      211,959
      210,971
      26,438
      390
      930
      215,904
      950
      -730
      99
      213,754
      221,037
      213,462
      -15,491
      3,486
      -7,369
      -7,144
      3,174
      -7,242
      -3,069
      27,971
      3,884
      -7,394
      2,661
      -3,309
      228,645
      -7,880
      -761
      -7,519
      243,889
      242,213
      240,917
      246,094
      1,432
      37,010
      -3,313
      1,505
      1,357
      42
      40
      250,686
      2,743
      38,376
      -861
      1,359
      -861
      47
      -899
      -329
      -879
      -861
      -894
      -357
      2,928
      300
      300
      442
      403
      562
      444
      562
      449
      493
      451
      299
      502
      423
      285
      471
      312
      283
      486
      481
      475
      470
      312
      370
      322
      292
      324
      -1,201
      252,790
      -18,429
      -18,550
      39,048
      -849
      517
      -19,339
      1,398
      1,584
      -1,943
      -898
      27,640
      4,802
      -4,063
      289,676
      279,309
      1,444
      1,551
      286,495
      287,923
      286,597
      1,509
      55
      -1,009
      -1,027
      -442
      424
      301,418
      5,357
      600
      583
      302,844
      37,130
      1,911
      1,003
      1,510
      1,007
      1,281
      -5,020
      317,174
      577
      313,369
      1,795
      320,239
      -1,068
      576
      -559
      5,422
      383
      526
      35,113
      -1,167
      -1,185
      -1,175
      -1,172
      -505
      -1,175
      722
      658
      590
      564
      658
      489
      649
      526
      569
      386
      468
      410
      669
      625
      433
      397
      4,286
      5,642
      6,782
      541
      69
      2,130
      621
      -25,907
      552
      533
      -470
      -5,001
      -1,243
      2,286
      157
      -1,243
      731
      450
      703
      602
      746
      -1,355
      405,279
      1,702
      679
      413,901
      -29,588
      -604
      41,611
      -594
      -147
      -308
      -308
      -73
      -147
      -53
      -53
      157
      -55
      -308
      -147
      -54
      -55
      -69
      -140
      -69
      -69
      -63
      -63
      -145
      -73
      -140
      84
      46,890
      43,035
      -1,479
      -726
      738
      462
      475
      472
      520
      131
      226
      6,508
      -1,388
      -6,467
      -6,567
      -19,853
      -585
      921
      272
      769
      -1,454
      -1,530
      -593
      -1,546
      988
      2,892
      271
      940
      -165
      252
      2,953
      494,010
      -626
      849
      597
      503,755
      1,531
      -1,637
      2,204
      51,828
      -3,690
      -1,757
      649
      940
      871
      584
      939
      565
      569
      739
      745
      887
      619
      727
      973
      598
      597
      7,537
      -1,659
      598
      2,666
      931
      1,023
      278
      2,239
      1,719
      2,823
      1,051
      1,059
      1,072
      303
      -815
      -720
      102
      -1,845
      -1,947
      -1,880
      8,490
      762
      837
      11,245
      7
      -2,089
      -2,008
      1,012
      1,048
      673
      974
      736
      9,100
      98
      61,334
      -2,042
      1,170
      -28,667
      984
      -826
      3,352
      2,964
      12,122
      -468
      1,037
      -2,227
      -980
      100
      -2,277
      -982
      -878
      770
      797
      798
      961
      917
      -230
      -233
      -2,355
      -2,362
      1,030
      -2,349
      1,169
      1,245
      73,714
      1,413
      72,687
      134
      126
      127
      -919
      1,397
      -260
      2,318
      4,511
      -538
      -2,579
      1,670
      -2,511
      78,988
      77,539
      -5,625
      1,464
      1,144
      477
      99
      93
      1,477
      4,395
      1,241
      -6,014
      4,596
      1,122
      -2,822
      85,296
      1,215
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 12,167,801
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 471,100 16,525,357 0.028508
2012 611,942 8,380,593 0.073019
2011 501,306 2,261,041 0.221715
2010 262,612 2,220,102 0.118288
2009 262,409 2,092,899 0.125381
2 Total of line 1, column (d) ...................... 2 0.566911
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 0.113382
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 16,620,066
5 Multiply line 4 by line 3....................... 5 1,884,416
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 124,269
7 Add lines 5 and 6......................... 7 2,008,685
8 Enter qualifying distributions from Part XII, line 4.............. 8 761,750
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 1 248,538
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........................... 3 248,538
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- ..... 5 248,538
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 250,333
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 250,333
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,795
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,795 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 ofbulletTHE FOUNDATION Telephone no.bullet (239) 331-7373
    Located atbullet5150 TAMIAMI TRAIL N STE 505NAPLESFL ZIP+4bullet34103
    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
     
     
    .........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
    BRUCE SHERMAN PRESIDENT
    10.00
    0 0 0
    5150 TAMIAMI TRAIL N STE 505
    NAPLES,FL34103
    CYNTHIA SHERMAN TREASURER
    10.00
    0 0 0
    5150 TAMIAMI TRAIL N STE 505
    NAPLES,FL34103
    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.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,778,878
    b
    Average of monthly cash balances.......................
    1b
    1,094,285
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,873,163
    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
    16,873,163
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    253,097
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,620,066
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    831,003
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    831,003
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    248,538
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    248,538
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    582,465
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    582,465
    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
    582,465
    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
    761,750
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    761,750
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    761,750
    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 7 582,465
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 371,703
    d From 2012....... 409,099
    e From 2013.......  
    fTotal of lines 3a through e......... 780,802
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 761,750
    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..... 582,465
    e Remaining amount distributed out of corpus 179,285
    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 5 960,087
    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 ......
    960,087
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 371,703
    c Excess from 2012.... 409,099
    d Excess from 2013....  
    e Excess from 2014.... 179,285
    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).)
    BRUCE SHERMAN
    CYNTHIA SHERMAN
    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
    ACTORS FUND
    729 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10019
        ARTS 25,000
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS STREET NW
    ATLANTA,GA30303
        SCIENTIFIC 1,000
    AMERICAN NUMISMATIC SOCIETY
    75 VARICK STREET FLOOR 11
    NEW YORK,NY10013
        EDUCATIONAL 2,500
    ANDY BOVIN MEMORIAL FUND
    36 UPPER OVERLOOK ROAD
    SUMMIT,NJ07901
        MEDICAL 2,500
    ANTIQUE BOAT MUSEUM
    750 MARY STREET
    CLAYTON,NY13624
        EDUCATIONAL 2,500
    ARTIS-NAPLES
    5833 PELICAN BAY BOULEVARD
    NAPLES,FL34108
        ART 50,000
    COMMUNITY FOUNDATION OF COLLIER COUNTY
    2400 TAMIAMI TRAIL N SUITE 300
    NAPLES,FL34103
        EDUCATIONAL 1,000
    DONNA KLEIN JEWISH ACADEMY
    9701 DONNA KLEIN BLVD
    BOCA RATON,FL33428
        RELIGIOUS 5,000
    HELPING HAITIAN ANGELS
    PO BOX 692
    HAYMARKET,VA20169
        GENERAL 5,000
    HUMANE SOCIETY OF COLLIER COUNTY
    370 AIRPORT-PULLING ROAD NORTH
    NAPLES,FL34104
        GENERAL 18,250
    JEWISH FEDERATION OF COLLIER COUNTY
    2500 VANDERBILT BEACH ROAD SUITE
    2201
    NAPLES,FL34109
        RELIGIOUS 51,000
    LUNG CANCER RESEARCH FOUNDATION
    845 THIRD AVENUE 6TH FLOOR
    NEW YORK,NY10022
        SCIENTIFIC 10,000
    NAPLES BOTANICAL GARDEN
    4820 BAYSHORE DRIVE
    NAPLES,FL34112
        EDUCATIONAL 25,000
    NAPLES CHILDREN AND EDUCATION FOUNDATION
    6200 SHIRLEY ST 206
    NAPLES,FL34109
        EDUCATIONAL 191,600
    NAPLES JEWISH COMMUNITY FUND
    5150 TAMIAMI TRAIL NORTH STE 505
    NAPLES,FL34103
        GENERAL 11,100
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
        MEDICAL 50,000
    NYU UROLOGY RESEARCH FUND
    1 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10016
        MEDICAL 250,000
    OPPORTUNITY PROJECT
    60 EAST WILLOW STREET
    MILLBURN,NJ07041
        GENERAL 9,000
    PAJAMA PROGRAM
    114 EAST 39TH ST
    NEW YORK,NY10016
        GENERAL 5,000
    PHYLIS J GREEN ECC CONGREGATION KOL TIKVAH
    6750 N UNIVERSITY DRIVE
    PARKLAND,FL33067
        EDUCATIONAL 6,800
    ROBIN HOOD FOUNDATION
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003
        GENERAL 19,500
    SOUTHWEST FLORIDA HOLOCAUST MUSEUM
    4760 TAMIAMI TRAIL N
    NAPLES,FL34103
        EDUCATIONAL 10,000
    TEMPLE SHALOM
    4630 PINE RIDGE ROAD
    NAPLES,FL34119
        RELIGIOUS 5,000
    THE SHELTER FOR ABUSED WOMEN & CHILDREN
    PO BOX 10102
    NAPLES,FL34102
        GENERAL 5,000
    Total .................................bullet 3a 761,750
    bApproved for future payment
    Total .................................bullet 3b 0
    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....     14 259,102  
    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    
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 259,102 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13259,102
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    Employer identification number

    05-0629744
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    Employer identification number

    05-0629744
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    BRUCE SHERMAN  
    4101 GULF SHORE BLVD N PH4
     
    NAPLES, FL34103

    $18,891,600


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    BRUCE SHERMAN  
    4101 GULF SHORE BLVD N PH4
     
    NAPLES, FL34103

    $1,383,591


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    Employer identification number

    05-0629744
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    168,000 SHARES - APPLE COMPUTER INC. $ 18,891,600 2014-12-19
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    12,390 SHARES - APPLE COMPUTER INC. $ 1,383,591 2014-12-31
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    Employer identification number

    05-0629744
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    EIN: 05-0629744
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VERIZON COMMUNICATIONS 1,604,830 1,950,726
    AT&T INC 0 0
    DEAN FOODS CO 0 0
    GOLDMAN SACHS GROUP INC 428,990 581,490
    LOUSIANA PACIFIC 6,085,814 7,033,032
    RUBY TUESDAY INC 1,962,228 1,958,292
    SPDR S&P 500 ETF 273,020 355,584
    WHITEWAVE FOODS CO 0 0
    APPLE INC 4,089,720 19,028,408
    UNITED PARCEL SERVICE 870,325 978,296

    TY 2014 OtherDecreasesSchedule
    Name:
    BRUCE AND CYNTHIA SHERMAN
    CHARITABLE FOUNDATION INC
    EIN: 05-0629744
    Description Amount