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
BIRCHES FOUNDATION
 
% GUNNEL COLE
Number and street (or P.O. box number if mail is not delivered to street address)3064 JAVA ROADSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
COSTA MESA, CA92626
A Employer identification number

95-4124447
B Telephone number (see instructions)

(714) 966-1486
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$2,297,832J 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).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 77,906 77,906  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,550
b Gross sales price for all assets on line 6a 819,879
7 Capital gain net income (from Part IV, line 2)... 77,550
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)....... Click to see attachment 27,783 27,783  
12 Total. Add lines 1 through 11........ 183,239 183,239  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,409 3,205 0 3,204
c Other professional fees (attach schedule).... Click to see attachment 402     402
17 Interest............... 40 40    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,594 3,519   75
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 68 68    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,513 6,832 0 3,681
25 Contributions, gifts, grants paid........ 113,940 113,940
26 Total expenses and disbursements. Add lines 24 and 25 124,453 6,832 0 117,621
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,786
b Net investment income (if negative, enter -0-) 176,407
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............... 342,077 242,983 242,983
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 28,509 Click to see attachment24,651 11,382
b Investments—corporate stock (attach schedule)........ 966,666 Click to see attachment951,878 839,191
c Investments—corporate bonds (attach schedule)........ 64,402 Click to see attachment64,790 66,049
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 885,526 Click to see attachment1,034,415 1,138,227
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) 2,287,180 2,318,717 2,297,832
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...................    
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 2,287,180 2,318,717
30 Total net assets or fund balances (see instructions)...... 2,287,180 2,318,717
31 Total liabilities and net assets/fund balances (see instructions).. 2,287,180 2,318,717
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 2,287,180
2 Enter amount from Part I, line 27a..................... 2 58,786
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,345,966
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 27,249
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,318,717
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 WELLS FARGO #8030 ST - COVERED   2014-01-01 2014-12-31
b ATLAS ENERGY, LP COM 1000 SHS   2014-04-01 2014-07-25
c WELLS FARGO #8030 LT - COVERED   2013-01-01 2014-12-31
d WELLS FARGO #8030 LT - NON COVERED (SEE STMT B)   2013-01-01 2014-12-31
e REGENCY ENERGY PARTNERS 500 SHS   2011-05-26 2014-06-23
ATLAS ENERGY, LP   2014-01-01 2014-12-31
ATLAS PIPELINE PARTNERS, LP   2014-01-01 2014-12-31
REGENCY ENERGY PARTNERS, LP   2014-01-01 2014-12-31
WELLS FARGO #8030 ST - NON COVERED - GNMA (SEE STMT B)   2014-01-01 2014-12-31
ATLAS ENERGY, LP - LT   2014-01-01 2014-12-31
ATLAS PIPELINE PARTNERS, LP - LT   2014-01-01 2014-12-31
ATLAS PIPELINE PARTNERS M LP 3000 SHS   2014-03-13 2014-06-23
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 113,002   109,183 3,819
b 47,701   43,962 3,739
c 410,950   369,691 41,259
d 112,837   108,449 4,388
e 15,296   12,999 2,297
123   0 123
0   636 -636
212   0 212
3,475   3,475 0
0   1 -1
598   0 598
100,145   93,933 6,212
      15,540
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       3,819
b       3,739
c       41,259
d       4,388
e       2,297
      123
      -636
      212
       
      -1
      598
      6,212
       
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 77,550
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 102,158 2,304,200 0.044336
2012 103,320 2,242,069 0.046082
2011 15,635 2,167,460 0.007214
2010 24,935 2,135,727 0.011675
2009 22,001 1,866,414 0.011788
2 Total of line 1, column (d) ...................... 2 0.121095
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 0.024219
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,360,129
5 Multiply line 4 by line 3....................... 5 57,160
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,764
7 Add lines 5 and 6......................... 7 58,924
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,621
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 1,764
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  
3 Add lines 1 and 2........................... 3 1,764
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,764
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,800
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 1,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 7
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 29
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet29 RefundedBullet 11  
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? Click to see list of attachments....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see list of attachments....
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.Click to see list of attachments
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
     
    No
    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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletGUNNEL COLE Telephone no.bullet (714) 966-1486
    Located atbullet3064 JAVA ROADCOSTA MESACA ZIP+4bullet92626
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    GUNNEL L COLE PRESIDENT
    0     		0 0 0
    3064 JAVA ROAD
    COSTA MESA,CA92626
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,104,218
    b
    Average of monthly cash balances.......................
    1b
    291,852
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,396,070
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,396,070
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,941
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,360,129
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    118,006
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    118,006
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,764
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,764
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,242
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    116,242
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    116,242
    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
    117,621
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    117,621
    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
    1,764
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    115,857
    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 7 116,242
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 17,433
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 117,621
    a Applied to 2013, but not more than line 2a 17,433
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 100,188
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    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 .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		16,054
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NOT APPLICABLE
    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.
    NOT APPLICABLE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GUNNEL COLE
    3064 JAVA ROAD
    COSTA MESA,CA92626
    (714) 966-1486
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORMAT REQUIRED.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE.
    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
    UC BERKELEY FOUNDATION
    2080 Adderson Street
    Suite 4200
    Berkeley,CA94720     		NONE PC To provide teaching, research and public service support 400
    THOMAS HOUSE TEMPORARY SHELTHER
    PO Box 2737
    Garden Grove,CA92842     		NONE PC TO PROVIDE SAFE ENVIRONMENT FOR HOMELESS FAMILIES WITH CHILDREN 650
    DARTMOUTH COLLEGE
    6016 MCNUTT HALL
    DARTMOUTH COLLEGE
    HANOVER,NH03755     		NONE PC Scholarship and research in arts and sciences 575
    FRIENDSHIP SHELTER
    PO BOX 4252
    LAGUNA BEACH,CA92652     		NONE PC TO PROVIDE SHELTER AND SUPPORTIVE SERVICES TO THE HOMELESS 3,050
    GIRLS INC
    1815 ANAHEIM AVENUE
    COSTA MESA,CA92627     		NONE PC TO INSPIRE GIRLS TO NAVIGATE GENDER, ECONOMIC AND SOCIAL BARRIERS 1,000
    SEGERSTROM CENTER FOR THE ARTS CLUB (FKA OC PERF)
    600 TOWN CENTER DRIVE
    COSTA MESA,CA92626     		NONE PC TO SUPPORT ARTISTIC DEVELOPMENT AND EXCELLENCE 2,850
    KCET
    2900 WEST ALAMEDA AVENUE
    BURBANK,CA91505     		NONE PC TO PROMOTE CULTURAL AND EDUCATIONAL ENRICHMENT 2,500
    SALVATION ARMY
    2126 HARBOR BLVD
    COSTA MESA,CA92627     		NONE PC TO PROVIDE SPIRITUAL AND SOCIAL SERVICES ASSISTANCE TO THE HOMELESS, WORKING POOR, YOUTH AND CHILDREN 2,000
    SOUTH COAST REPERTORY
    655 TOWN CENTER DR
    COSTA MESA,CA92626     		NONE PC TO SUPPORT DRAMA/PLAY DEVELOPMENT 6,200
    THE CENTER
    2017 E 4TH STREET
    LONG BEACH,CA90814     		NONE PC FOR ASSISTANCE/EDUCATION ABOUT HEALTH, HOUSING 10,500
    SOY
    661 HAMILTON STREET
    COSTA MESA,CA92627     		NONE PC FOR YOUTH VIOLENCE PREVENTION 20,000
    SAFE HOUSE
    100 WEST 1ST STREET
    LOS ANGELES,CA90012     		NONE PC TO PROMOTE HOUSING/TRANSPORTATION ASSISTANCE TO CHILDREN OF LOW INCOME FAMILIES 100
    ALAMEDA COUNTY COMMUNITY FOOD BANK
    7900 EDGEWATER DRIVE
    OAKLAND,CA94621     		NONE PC TO PROVIDE FOOD TO LOW INCOME COUNTY RESIDENTS 5,000
    KPCC
    474 S RAYMOND AVENUE
    PASADENA,CA91105     		NONE PC TO STRENGTHEN CIVIC AND CULTURAL BONDS THROUGH NEWS AND INFORMATION SERVICES 200
    ROCKY MOUNTAIN CHILDREN'S CHOIR
    4340 KENTUCKY AVENUE
    SUITE 352
    DENVER,CO80246     		NONE PC TO PROMOTE MUSICAL EXCELLENCE IN INCLUSIVENESS, DIVERSITY AND OUTREACH FOR CHILDREN 1,000
    PHILLIPS EXETER ACADEMY
    20 MAIN STREET
    EXETER,NH03833     		NONE PC TO PROVIDE FREE EDUCATION TO LOW INCOME FAMILIES TO FOSTER KNOWLEDGE 100
    OC COMMUNITY FOUNDATION
    4041 MACARTHUR BLVD
    STE 510
    NEWPORT BEACH,CA92660     		NONE PC TO STRENGTHEN LOCAL NONPROFITS THROUGH GRANTS AND SUPPORTIVE RESOURCES 150
    ESTES PUBLIC LIBRARY FOUNDATION INC
    335 E ELKHORN AVE
    ESTES PARK,CO80517     		NONE PC TO PROVIDE ACCESS TO QUALITY INFORMATION, RESOURCES AND SERVICES 1,500
    INNER CITY HEALTH
    3800 YORK STREET
    DENVER,CO80205     		NONE PC TO PROVIDE HEALTHCARE TO UNINSURED LOW INCOME FAMILIES IN CO. 2,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		NONE PC TO DISTRIBUTE FOOD TO NONPROFIT AGENCIES THAT FEED THOSE IN NEED 500
    FRIENDSHIP BRIDGE
    405 URBAN STREE
    SUITE 140
    LAKEWOOD,CO90228     		NONE PC TO EMPOWER WOMEN AND THEIR FAMILIES THROUGH EDUCATION 1,000
    WATER FOR THE PEOPLE
    100 E TENNESSEE AVE
    DENVER,CO80209     		NONE PC TO SUPPORT LONG LASTING, SAFE DRINKING WATER RESOURCES AND IMPROVED SANITATION 500
    PIEDMONT EDUCATION ENDOWMENT FUND
    800 MAGNOLIA AVE
    PIEDMONT,CA94611     		NONE PC TO STRENGTHEN AND SUPPORT FAMILIES THROUGH EDUCATION 3,000
    COMMUNITY ALLIANCE FOR LEARNING
    PO BOX 6098
    ALBANY,CA94706     		NONE PC TO TRAIN COMMUNITY VOLUNTEERS TO WORK ONE ON ONE WITH MIDDLE AND HIGH SCHOOL STUDENTS 1,000
    EARNED ASSETS RESOURCE NETWORK
    235 MONTGOMERY STREET
    SUITE 470
    SAN FRANCISCO,CA94104     		NONE PC TO GIVE LOW INCOME WORKING FAMILIES THE TOOLS TO BUILD WEALTH AND ACHIEVE LIFE CHANGING GOALS 2,000
    Electronic Frontier Foundation
    815 Eddy St
    San Francisco,CA94109     		NONE PC to shape our nation's communications infrastructure and the policies that govern it in order to maintain and enhance first amendment privacy. 2,500
    Rocky Mountain Nature Association
    48 ALPINE CIR
    ESTES PARK,CO80517     		NONE PC to promote the understanding of Rocky Mountain National Park and similar public lands through interpretive or educational publications and programs 2,000
    American Civil Liberties Union Foundation Inc
    125 Broad Street 18th Floor
    NEW YORK,NY10004     		NONE PC to defend and preserve the individual rights and liberties that the Constitution and laws of the United States guarantee 1,000
    The Access Fund
    PO Box 17010
    Boulder,CO80308     		NONE PC to develop and guide climbing management policies for public and private lands 500
    Green Science Policy Institute
    PO Box 5455
    Berkeley,CA94705     		NONE PC to provide unbiased data and research results to help industry move toward sustainability 1,000
    Worldwide International Student Exchange
    PO Box 1332
    Dyersburg,TN38025     		NONE PC to provide international exchange opportunities to students, youth and adults 300
    Alameda Health System Foundation
    350 Frank H Ogawa Plaza Suite 900
    OAKLAND,CA94612     		NONE PC to cultivate community support and funding for Alameda Health System and all its essential and lifesaving services 2,000
    The Colorado Trail Foundation
    710 10th St 210
    GOLDEN,CO80401     		NONE PC to keep the trail in good condition 1,200
    Metro CareRing
    1100 E 18th Ave
    DENVER,CO80218     		NONE PC to provide assisance to low income county residents 2,500
    GRAINERY MINISTRIES
    1348 E STREET
    SALIDA,CO80440     		NONE PC to provide food to low income county residents 100
    MOUNTAIN FAMILY CENTER
    480 E AGATE SUITE 1C
    PO BOX 638
    GRANBY,CO80446     		NONE PC to provide assistance to low income county residents 150
    TRUCKERS AGAINST TRAFFICKING
    PO BOX 816
    ENGLEWOOD,CO80151     		NONE PC to educate, equip and empower members of the trucking and travel plaza industry to combat domestic sex trafficking 150
    COLORADO WATERSHED ASSEMBLY
    PO BOX 211729
    DENVER,CO80221     		NONE PC to provide leadership and advocate for individual, grassroots, and nonprofit community groups to help them protect conserve and enhance the states watersheds 150
    KUNC
    1901 56TH AVE SUITE 200
    GREELEY,CO80634     		NONE PC to provide a community radio station for Northern Colorado 250
    COLORADO WATER TRUST
    1420 OGDEN ST SUITE A2
    DENVER,CO80218     		NONE PC to provide efforts to restore and protect streamflows in Colorado to sustain healthy aquatic ecosystems 250
    HIGH COUNTRY NEWS (HCN)
    119 GRAND AVE
    PO BOX 1090
    PAONIA,CO81428     		NONE PC to inform and inspire people - through in-depth journalism - to act on behalf of the West's diverse natural and human communities 250
    WELD FOOD BANK
    1108 H STREET
    GREELEY,CO80631     		NONE PC to educate the public about the nature of hunger and poverty and to help meet the critical needs of low-income families 250
    ART STREET
    1079 OSAGE STREET
    DENVER,CO80204     		NONE PC to cultivate low-income and under-served youth into a creative and culturally competent workforce - with the power of the arts 250
    DENVER CHILDREN'S HOME
    1501 ALBION ST
    DENVER,CO80220     		NONE PC to restore hope and health to traumatized children and families through a comprehensive array of therapeutic, educational, and community-based services 250
    WILDLANDS RESTORATION VOLUNTEERS
    3012 STERLING CIRCLE SUITE 201
    BOULDER,CO80301     		NONE PC to foster a community spirit of shared responsibility for the stewardship and restoration of public, protected, and ecologically important lands 500
    TRIP FOR KIDS DENVER
    3150 W JEWELL AVE
    DENVER,CO80219     		NONE PC to build healthy, confident kids by connecting diverse youth to the joy of cycling 350
    BOULDER FOOD RESCUE
    PO BOX 284
    BOULDER,CO80306     		NONE PC to create a more just and less wasteful food system 100
    COLORADO AVALANCHE INFO CENTER (CAIC)
    325 BROADWAY WS1
    BOULDER,CO80305     		NONE PC to provide avalanche information, education and promote research for the protection of life, property and the enhancement of the state's economy 250
    SAND CREEK REGIONAL GREENWAY PARTNERSHIP
    7350 E 29TH AVE SUITE 204
    DENVER,CO80238     		NONE PC to preserve, improve, and promote the natural and recreational resources of the Sand Creek Regional Greenway 100
    ENERGY OUTREACH COLORADO
    225 E 16TH AVE SUITE 200
    DENVER,CO80203     		NONE PC to help raise funds for low-income Coloradans in order to afford home energy and remain warm and safe in their homes 100
    ROCKY MOUNTAIN RESCUE GROUP (RMRG)
    3720 WALNUT ST
    BOULDER,CO80301     		NONE PC to provide assistance in search and rescue on mountainous terrain and in all weather conditions in Boulder County 200
    ALPINE RESCUE TEAM
    PO BOX 934
    EVERGREEN,CO80437     		NONE PC to provide assistance in search and rescue and mountian safety education 100
    PARK COUNTY SEARCH AND RESCUE (PCSAR)
    PO BOX 194
    BAILEY,CO80421     		NONE PC to provide assistance in search and rescue and mountian safety education 100
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501     		NONE PC to strengthen American Indian economies and to support healthy Native communities 150
    CAPITOL HILL COMMUNITY SERVICES (CHCS)
    777 EAST GIRARD AVE 250
    ENGLEWOOD,CO80113     		NONE PC to provide reliable hot nutritious meals to the homeless 500
    DENVER RESCUE MISSION
    3501 E 46TH AVE
    DENVER,CO80216     		NONE PC to help people at their physical and spiritual points of need, with the goal of returning them to society as productive, self-sufficient citizens 250
    FOOD BANK FOR LARIMER COUNTY
    1301 BLUE SPRUCE DRIVE
    FORT COLLINS,CO80524     		NONE PC to provide food to all in need through community partnerships and hunger-relief programs 250
    ROCKY MOUNTAIN PBS
    1089 BANNOCK ST
    DENVER,CO80204     		NONE PC to enrich the lives of Coloradans through engaging and essential programs, services and community partnerships that inform, enlighten and entertain 150
    DENVER PUBLIC LIBRARY FRIENDS FOUNDATION
    10 W 14TH AVE PARKWAY
    DENVER,CO80204     		NONE PC to enrich the community by building support and raising money to enhance the Library's programs and services 150
    SAN FRANCISCO HOMELESS PRENATAL PROGRAM
    2500 18TH ST
    SAN FRANCISCO,CA94110     		NONE PC to help families recognize their strengths and trust in their capacity to transform their lives 1,000
    CULTURAL HERITAGE IMAGING
    2325 3RD STREET SUITE 323
    SAN FRANCISCO,CA94107     		NONE PC to advancing the state of the art in digital capture and documentation of the world's cultural, historic, and artistic treasures 1,000
    FOUNTAIN VALLEY SCHOOL OF COLORADO
    6155 FOUNTAIN VALLEY SCHOOL RD
    COLORADO SPRINGS,CO80911     		NONE PC to provide college preparatory curriculum in academics, athletics and the arts and to foster a lifelong love of challenge and learning 5,000
    RACEPARTNERCOM
    313 DATURA ST
    WEST PALM BEACH,FL33401     		NONE PC to provide fundraising and website solutions easier for an event director and charity partner 25
    HANDS UP FORCE
    224 NORTH HIGHWAY 67 SUITE 226
    FLORISSANT,MO63031     		NONE PC TO PROVIDE INFORMATION AND AWARENESS OF THE SYSTEMATIC TARGETING OF BLACK AND BROWN COMMUNITIES ACROSS THE COUNTRY 100
    KENT DENVER SCHOOL
    400 E QUINCY AVE
    ENGLEWOOD,CO80113     		NONE PC to provide a fine education and school program for the community for a lifetime of intellectual growth, achievement and morale 5,000
    CROWDRISECOM
    333 W 7TH STREET SUITE 200
    ROYAL OAK,MI48067     		NONE PC to provide online fundraising for great causes 15
    SEXUAL HEALTH INNO
    222 BROADWAY 20TH FLOOR
    NEW YORK,NY10038     		NONE PC to create technology that advances sexual health and wellbeing in the US 500
    ASTREAMEDIA
    PO BOX 254
    NORWICH,VT05055     		NONE PC dedicated to innovative film, video, public art, and web projects, focusing on human rights issues 3,000
    KALW - SAN FRANCISCO PUBLIC RADIO
    500 MANSELL STREET
    SAN FRANCISCO,CA94134     		NONE PC to amplify the creativity and idealism of the Bay Area by providing listeners with independent news and info 400
    SAGE BIONETWORKS
    1100 FAIRVIEW AVE
    SEATTLE,WA98109     		NONE PC to redefine how complex biological data is gathered, shared and used, redefining it through open systems, incentives, and norms 50
    DOCTORS WITHOUT BORDERS
    333 7TH AVE
    NEW YORK,NY10001     		NONE PC to help people worldwide where the need is greatest, delvering emergency medical aid to people affected by conflict, epidemics, disasters or exclusions from healthcare 2,500
    COMMUNITY AGROECOLOGY NETWORK
    PO BOX 7653
    SANTA CRUZ,CA95061     		NONE PC to promote agroecology farming practices that produce healthy food and healthy environment 500
    UNION OF CONCERNED SCIENTISTS
    500 12TH STREET SUITE 340
    OAKLAND,CA94607     		NONE PC to develop and implement innovative, practical solutions to some of our planet's most pressing problems 500
    THE WILDERNESS SOCIETY
    714 OLYMPIC BLVD
    LOS ANGELES,CA90015     		NONE PC leading American Conservation organization to protect our nation's shared wildlands 1,000
    CRANBROOK ACADEMY OF ARTS SCHOLARSHIPS
    39221 WOODWARD AVE
    BLOOMFIELD HILLS,MI48303     		NONE PC to provide education for graduate students of the arts 1,000
    PETS ARE WONDERFUL SUPPORT
    1150 S HOPE ST A
    LOS ANGELES,CA90015     		NONE PC to create solutions for disenfranchised animal guardians throughout LA County who are facing the physical and financial challenges of caring for their companion animals 500
    COMMUNITY INITIATIVES RJOY
    354 PINE ST 700
    SAN FRANCISCO,CA94104     		NONE PC to enable individuals and groups to work together to create and invest in projects that benefit the public 5,000
    ART JEWELRY FORUM
    PO BOX 823
    MILL VALLEY,CA94942     		NONE PC to create opportunities for supporters and a broader audience (within and outside the field) to build knowledge, understanding, and appreciation of contemporary art jewelry 125
    THE SOCIETY OF NORTH AMERICAN GOLDSMITHS
    PO BOX 1355
    EUGENE,OR97440     		NONE PC to advance jewelry and metalsmithing by inspiring creativity, encouraging education, and fostering community 150
    WIKIMEDIA
    PO BOX 98204
    WASHINGTON,DC200908204     		NONE PC to empower a global volunteering community to collect and develop the world's knowledge and to make it available to everyone for free, for any purpose 500
    Total .................................bullet 3a 113,940
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14    
    4 Dividends and interest from securities....     14 77,906  
    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.....     18 27,783  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 77,550  
    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)..   183,239  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13183,239
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,409 3,205   3,204

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE STATEMENT A 64,790 66,049

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE STATEMENT A 951,878 839,191

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    US Government Securities - End of Year Book Value:

    24,651
    US Government Securities - End of Year Fair Market Value:

    11,382
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE STATEMENT A   1,034,415 1,138,227

    TY 2014 OtherDecreasesSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGES 36 36    
    POSTAGE AND DELIVERY 32 32    


    TY 2014 OtherIncomeSchedule2
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRUCO LIFE INSURANCE ANNUITY 13,233 13,233  
    NET INVESTMENT INCOME FROM PTP's 14,550 14,550  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CSC - ANNUAL REGISTRATION FEES 402     402


    TY 2014 TaxesSchedule
    Name:
    BIRCHES FOUNDATION
    EIN: 95-4124447
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CA REGISTRATION/FILING FEE 135 60   75
    FOREIGN TAX EXPENSE 589 589    
    UNITED STATES TREASURY 2,870 2,870