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
Tauck Ritzau Innovative Philanthropy Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-0849610
B Telephone number (see instructions)

(800) 839-1754
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$1,613,670J 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).............. 398,597
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 127 127  
4 Dividends and interest from securities...... 35,374 35,374  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,416
b Gross sales price for all assets on line 6a 383,588
7 Capital gain net income (from Part IV, line 2)... 159,292
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 -53 -53  
12 Total. Add lines 1 through 11........ 475,461 194,740  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 350     350
14 Other employee salaries and wages...... 20,340     20,340
15 Pension plans, employee benefits....... 2,288     2,288
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 94,926 9,924   85,002
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,158      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,192     5,192
22 Printing and publications.......... 125     125
23 Other expenses (attach schedule)....... Click to see attachment 19,626 27   19,599
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,005 9,951   132,896
25 Contributions, gifts, grants paid........ 113,649 113,649
26 Total expenses and disbursements. Add lines 24 and 25 258,654 9,951   246,545
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 216,807
b Net investment income (if negative, enter -0-) 184,789
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.......... 33,943 77,341 77,341
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)      
b Investments—corporate stock (attach schedule)........ 967,957 Click to see attachment1,189,227 1,528,503
c Investments—corporate bonds (attach schedule)........ 50,000    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,533 Click to see attachment4,675 4,829
14 Land, buildings, and equipment: basis bullet2,997
Less: accumulated depreciation (attach schedule) bullet     Click to see attachment2,997 2,997
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,057,433 1,274,240 1,613,670
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,057,433 1,274,240
30 Total net assets or fund balances (see instructions)...... 1,057,433 1,274,240
31 Total liabilities and net assets/fund balances (see instructions).. 1,057,433 1,274,240
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 1,057,433
2 Enter amount from Part I, line 27a..................... 2 216,807
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,274,240
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,274,240
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain      
c
d
e
(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 383,588   223,491 160,097
b       -805
c
d
e
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       160,097
b        
c
d
e
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 2 159,292
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 161,465 1,280,859 0.12606
2012 123,254 1,197,789 0.102901
2011 66,374 1,219,621 0.054422
2010 146,916 987,741 0.148739
2009 79,331 551,985 0.143719
2 Total of line 1, column (d) ...................... 2 0.575841
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 0.115168
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,558,738
5 Multiply line 4 by line 3....................... 5 179,517
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,848
7 Add lines 5 and 6......................... 7 181,365
8 Enter qualifying distributions from Part XII, line 4.............. 8 249,542
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 1,848
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 1,848
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 1,848
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,700
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,088
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,788
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 1,940
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,900 RefundedBullet 11 40
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, DE
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........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). Click to see attachment
    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
    Colleen Ritzau LethClick to see attachment VP / Dir / Sec
    1.0     		350    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robin TauckClick to see attachment Pres / Dir / Sec*
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
    1,523,567
    b
    Average of monthly cash balances.......................
    1b
    58,908
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,582,475
    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
    1,582,475
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,737
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,558,738
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    77,937
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    77,937
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,848
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,848
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,089
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    76,089
    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
    76,089
    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
    246,545
    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
    2,997
    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
    249,542
    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
    1,848
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    247,694
    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 76,089
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 54,356
    b From 2010....... 98,832
    c From 2011....... 8,448
    d From 2012....... 63,845
    e From 2013....... 98,380
    fTotal of lines 3a through e......... 323,861
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 249,542
    a Applied to 2013, but not more than line 2a  
    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..... 76,089
    e Remaining amount distributed out of corpus 173,453
    5 Excess distributions carryover applied to 2014.    
    (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 5 497,314
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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 ...........     		 
    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 ..........     		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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		54,356
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		442,958
    10 Analysis of line 9:
    a Excess from 2010.... 98,832
    b Excess from 2011.... 8,448
    c Excess from 2012.... 63,845
    d Excess from 2013.... 98,380
    e Excess from 2014.... 173,453
    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).)
    ROBIN TAUCK
    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
    ALS ANGELS INC
    342 GREENS FARMS RD
    WESTPORT,CT06880     		N/A PC Cones for Kids Program 500
    ALS ANGELS INC
    342 GREENS FARMS RD
    WESTPORT,CT06880     		N/A PC Thanksgiving Bins Fund 750
    AMERICAN FRIENDS OF THE LOUVRE INC
    305 E 47TH ST FL 10
    NEW YORK,NY10017     		N/A PC Young Patrons Circle Fund 500
    AMERICANS FOR THE ARTS INC
    1000 VERMONT AVE NW FL 6
    WASHINGTON,DC20005     		N/A PC National Patrons Council 1,000
    ARTISTS IN RESIDENCE IN EVERGLADESINC
    5110 LAKEVIEW DR
    MIAMI BEACH,FL33140     		N/A PC Everglades National Park branding as a World Heritage Site 5,000
    ASOCIACION CIVIL PATRONATO LIMA TOURS
    JR DE LA UNION 1040
    Lima    
    PE     		N/A Other Expenditure Responsibility Grant 3,049
    ASOCIACION CIVIL PATRONATO LIMA TOURS
    JR DE LA UNION 1040
    LIMA    
    PE     		N/A Other Expenditure Responsibility Grant 8,000
    AZTEC MUSEUM ASSOCIATION
    125 N MAIN AVE
    AZTEC,NM87410     		N/A PC Chaco Culture World Heritage Site 4,000
    BARNARD COLLEGE
    3009 BROADWAY
    NEW YORK,NY10027     		N/A PC Department of Art History 500
    CAPE COD MODERN HOUSE TRUST INC
    PO BOX 1191
    S WELLFLEET,MA02663     		N/A PC General & Unrestricted 500
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST
    NEW YORK,NY10022     		N/A PC General & Unrestricted 500
    COUNCIL ON FOREIGN RELATIONS INC
    58 E 68TH ST
    NEW YORK,NY10065     		N/A PC to support initiatives and programs related to the topics of society and culture. 1,250
    CREATIVE TIME INC
    59 E 4TH ST STE 6E
    NEW YORK,NY10003     		N/A PC Ambassadors Program 2,500
    CREATIVE TIME INC
    59 E 4TH ST STE 6E
    NEW YORK,NY10003     		N/A PC 2015 Central Park Art Project 7,000
    EARTHPLACE THE NATURE DISCOVERY CENTER INC
    10 WOODSIDE LN
    WESTPORT,CT06880     		N/A PC the Harbor Watch 2014 Program 1,000
    EARTHPLACE THE NATURE DISCOVERY CENTER INC
    10 WOODSIDE LN
    WESTPORT,CT06880     		N/A PC Harbor Watch Norwalk Initiative 1,500
    FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES
    1725 I ST NW STE 300
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 500
    FRESHKILLSPARK ALLIANCE INC
    51 CHAMBERS ST STE 100
    NEW YORK,NY10007     		N/A PC Art Programs 750
    FRIENDS OF FLORENCE
    4545 W ST NW
    WASHINGTON,DC20007     		N/A PC General & Unrestricted 2,000
    GOLDEN GATE NATIONAL PARKS CONSERVANCY
    BLDG 201 FORT MASON
    SAN FRANCISCO,CA94123     		N/A PC Outreach to Diverse Communities for Bay Area Parks 2,500
    HISPANIC SOCIETY OF AMERICA
    613 W 155TH ST
    NEW YORK,NY10032     		N/A PC Collection & Exhibitions 500
    INTERNATIONAL CENTER OF PHOTOGRAPHY
    1114 AVE OF THE AMERICAS
    NEW YORK,NY10036     		N/A PC ICP Museum 500
    NATIONAL PARK FOUNDATION
    1201 EYE ST NW STE 550B
    WASHINGTON,DC20005     		N/A PC Tourism Cares Centennial Partnership Program 10,000
    NEW YORK UNIVERSITY
    7 E 12TH ST 7TH FL
    New York,NY10003     		N/A PC Institute of Fine Arts 1932 Fellowship Fund 1,000
    OLD NORTH FOUNDATION OF BOSTON INC
    193 SALEM ST
    BOSTON,MA02113     		N/A PC Two if by sea Program 12,500
    POSITIVE DIRECTIONS-CTR FOR PREVENTION & RECOVERY
    420 POST RD W
    WESTPORT,CT06880     		N/A PC General & Unrestricted 1,000
    STUDIO MUSEUM IN HARLEM INC
    144 W 125TH ST
    NEW YORK,NY10027     		N/A PC Education & Public Programs 800
    SUSTAINABLE PRESERVATION INITIATIVE
    40 W 22ND ST
    NEW YORK,NY10010     		N/A PC General & Unrestricted 2,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		N/A PC Apollo Circle Fund 4,200
    TIBET HOUSE INC
    22 W 15TH ST
    NEW YORK,NY10011     		N/A PC General & Unrestricted 500
    TOURISM CARES INC
    275 TPKE ST STE 307
    CANTON,MA02021     		N/A PC General & Unrestricted 11,500
    TOURISM CARES INC
    275 TPKE ST STE 307
    CANTON,MA02021     		N/A PC Global Portfolio Match Fund 4,000
    TOWN OF WESTPORT
    110 MYRTLE AVE RM 313
    WESTPORT,CT06880     		N/A PC Wakeman Town Farm 2,500
    TOWN OF WESTPORT
    110 MYRTLE AVE RM 313
    WESTPORT,CT06880     		N/A PC Wakeman Town Farm 1,000
    UNITED STATES NATIONAL COMM FOR THE INTL COUNCIL
    1307 NEW HAMPSHIRE AVE NW 3RD FL
    WASHINGTON,DC20036     		N/A PC 2014 Benefit Program 3,000
    VITAL VOICES GLOBAL PARTNERSHIP INC
    1625 MASSACHUSETTS AVE NW STE 300
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 3,000
    WESTPORT ARTS CENTER
    51 RIVERSIDE AVE
    WESTPORT,CT06880     		N/A PC General & Unrestricted 5,000
    WESTPORT HISTORICAL SOCIETY INC
    25 AVERY PL
    WESTPORT,CT06880     		N/A PC General & Unrestricted 2,000
    WESTPORT POLICE ATHLETIC LEAGUE
    50 JESUP RD
    WESTPORT,CT06880     		N/A PC General & Unrestricted 350
    WESTPORT WESTON YMCA
    59 POST RD E
    WESTPORT,CT06880     		N/A PC 2014 Strong Kids Program 2,500
    WORLD MONUMENTS FUND INC
    350 5TH AVE STE 2412
    NEW YORK,NY10118     		N/A PC Palazzo Avaries on Rome's Palentine Hill Project 2,500
    Total .................................bullet 3a 113,649
    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 ............     		    14 127  
    4 Dividends and interest from securities....     14 35,374  
    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 41,416  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 Inc/Loss     14 -53  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   76,864  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1376,864
    (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
    Tauck Ritzau Innovative Philanthropy Inc
     
    Employer identification number

    26-0849610
    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
    Tauck Ritzau Innovative Philanthropy Inc
          		Employer identification number

    26-0849610
    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
     
     

    Tauck Robin  
    223 Hillspoint Road
     
    Westport, CT06880

    		$398,597


    (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.)
    (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
    Tauck Ritzau Innovative Philanthropy Inc
          		Employer identification number

    26-0849610
    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
    		 AMGEN INC AMGN, 230 sh. $ 29,177 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BRISTOL-MYERS SQUIBB CO BMY, 800 sh. $ 44,016 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 BRISTOL-MYERS SQUIBB CO BMY, 1000 sh. $ 55,020 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CVS CAREMARK CORP. CVS, 200 sh. $ 14,730 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CVS CAREMARK CORP. CVS, 1000 sh. $ 73,650 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DANAHER CORP DHR, 200 sh. $ 14,941 2014-03-19
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    Tauck Ritzau Innovative Philanthropy Inc
          		Employer identification number

    26-0849610
    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
    		 WALT DISNEY HOLDINGS CO. DIS, 500 sh. $ 40,585 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 DIRECTV GROUP DTV, 480 sh. $ 36,343 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 LOWES COMPANIES INC. LOW, 962 sh. $ 47,888 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 NEXTERA ENERGY, INC NEE, 250 sh. $ 23,424 2014-03-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 UNION PACIFIC UNP, 100 sh. $ 18,823 2014-03-19
    (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
    Tauck Ritzau Innovative Philanthropy Inc
          		Employer identification number

    26-0849610
    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 CompensationExplanation
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Person Name Explanation
    Robin Tauck Removed in 2014.

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

    TY 2014 DepreciationSchedule
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    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
    COMPUTER   2,997              

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

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
          		JR DE LA UNION 1040
    Lima    
    PE     		2013-08-09 19,400 TO HELP SUPPORT THE ECONOMIC DEVELOPMENT OF VILLAGES IN PERU 7,203 NO 6/30/14   None Necessary
     
          		JR DE LA UNION 1040
    Lima    
    PE     		2014-09-03 3,049 To help support the sustainable tourism activities of community based tourism co-op association.   NO Expected in 2015   None Necessary
     
          		JR DE LA UNION 1040
    Lima    
    PE     		2014-10-07 8,000 To help support the story book project from Nasca Lines.   NO Expected in 2015   None necessary

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMGEN INC 25,371 31,858
    APPLE INC. 23,454 54,086
    ARTIO GLOBAL HIGH INCOME FUND 20,000 19,189
    BRISTOL-MYERS SQUIBB CO 38,514 41,321
    CATERPILLAR INC. 7,878 9,153
    COLUMBIA CORPORATE INCOME FUND 49,999 51,110
    COLUMBIA FDS SRS TR I INTERMED 20,000 20,242
    COLUMBIA PACIFIC/ASIA FUND 24,300 25,645
    COSTCO WHOLESALE CORPORATION 12,709 28,350
    CVS CAREMARK CORP. 33,143 43,340
    DANAHER CORP 15,647 25,713
    DIRECTV GROUP 23,588 34,680
    EATON VANCE BALANCED FUND CLAS 3,187 3,241
    ECOLAB INC 10,139 20,904
    EMC CORP-MASS 26,494 29,740
    EMERSON ELECTRIC CO. 7,911 9,260
    EXXON MOBIL CORP 12,349 18,490
    FRANKLIN FLOATING RATE DAILY A 10,000 9,845
    GOLDMAN SACHS GROUP 15,046 19,383
    HOME DEPOT INC. 13,830 20,994
    ISHARE DJ INTL SEL DIV INDEX 17,966 16,845
    ISHARE SP SMALL CAP 600 INDEX 20,780 34,218
    ISHARES CORE MSCI EAFE ETF 12,163 11,064
    ISHARES DOW JONES US REAL ESTA 13,606 15,368
    ISHARES IBOXX $ HIGH YIELD COR 27,375 26,880
    ISHARES MSCI EMERGING MARKETS 9,165 7,858
    ISHARES MSCI EMERGING MARKETS 31,625 28,315
    ISHARES MSCI PACIFIC EX-JAPAN 5,916 26,370
    ISHARES S&P GLOBAL TIMBER & FO 4,044 5,294
    IVY ASSET STRATEGY FUND CLASS 49,999 42,874
    JOHNSON & JOHNSON 21,740 36,600
    KBW REGIONAL BANKING ETF 36,876 40,700
    LOWES COMPANIES INC. 17,652 27,520
    METROPOLITAN WEST RETURN BOND 25,000 25,732
    NEXTERA ENERGY, INC 14,054 15,944
    NOVARTIS AG ADR 11,127 18,532
    PEPSICO INC 13,778 18,912
    PIMCO ALL ASSET FUND INSTITUTI 35,000 32,026
    PROCTER GAMBLE CO 7,342 9,109
    QUALCOMM INC 13,199 14,866
    QUESTAR CP 8,672 12,640
    SCHLUMBERGER LTD 35,540 34,164
    SPDR DJ WILSHIRE INT 22,189 20,785
    SPDR S&P BANK ETF 30,744 33,550
    UNION PACIFIC 16,840 41,696
    VANGUARD FTSE DEVELOPED MARKET 27,784 30,304
    VANGUARD FTSE EMERGING MARKETS 32,732 28,014
    VANGUARD MID-CAP ETF 51,383 98,847
    VANGUARD SF REIT ETF 71,250 81,000
    VANGUARD SM-CAP ETF 44,061 81,661
    WAL-MART STORES INC. 5,377 8,588
    WALT DISNEY HOLDINGS CO. 36,527 42,386
    WELLS FARGO & CO. 19,313 38,374
    WISDOMTREE JAPAN HEDGED EQUITY 4,849 4,923

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    US COMMODITY INDEX FUND   4,675 4,829

    TY 2014 LandEtcSchedule2
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,997   2,997  


    TY 2014 OtherExpensesSchedule
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 13,268     13,268
    Bank Charges 27 27    
    Equipment/Furniture Purchase 2,696     2,696
    Office Supplies 847     847
    Payroll Processing Fees 2,056     2,056
    State or Local Filing Fees 295     295
    Website Hosting/Support 437     437


    TY 2014 OtherIncomeSchedule2
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss US COMMODITY INDEX FUND -53 -53  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 9,924 9,924    
    Philanthropic Consulting Srvcs 23,850     23,850
    CONSULTING SERVICES 42,202     42,202
    Website Development 18,950     18,950


    TY 2014 TaxesSchedule
    Name:
    Tauck Ritzau Innovative Philanthropy Inc
    EIN: 26-0849610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2014 1,700      
    990-PF Excise Tax for 2013 458