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
ATWOOD FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)301 WEST NORTHERN LIGHTS BLVD 412   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANCHORAGE, AK99503
A Employer identification number

92-6002571
B Telephone number (see instructions)

(907) 274-4900
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$33,767,649J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities...... 747,428 747,428  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,155,047
b Gross sales price for all assets on line 6a 3,700,929
7 Capital gain net income (from Part IV, line 2)... 2,299,401
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 489,502 330,031  
12 Total. Add lines 1 through 11........ 2,391,994 3,376,877  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,186 0   2,135
b Accounting fees (attach schedule)....... Click to see attachment 19,118 15,294   3,824
c Other professional fees (attach schedule).... Click to see attachment 398,874 342,742   54,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 42,295 8,194   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,593 0  
20 Occupancy.............. 23,474 0   23,428
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 283 0   0
23 Other expenses (attach schedule)....... Click to see attachment 39,612 23,862   15,862
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 527,435 390,092   99,249
25 Contributions, gifts, grants paid........ 1,273,100 1,227,000
26 Total expenses and disbursements. Add lines 24 and 25 1,800,535 390,092   1,326,249
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 591,459
b Net investment income (if negative, enter -0-) 2,986,785
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 2,494,522 2,604,791 2,604,791
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)........ 9,611,943 Click to see attachment11,005,513 11,005,513
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 19,328,323 Click to see attachment20,126,512 20,126,512
14 Land, buildings, and equipment: basis bullet22,422
Less: accumulated depreciation (attach schedule) bullet8,146 15,836 Click to see attachment14,276 14,276
15 Other assets (describe bullet) Click to see attachment16,557 Click to see attachment16,557 Click to see attachment16,557
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,467,181 33,767,649 33,767,649
Liabilities 17 Accounts payable and accrued expenses.......... 30,600 269
18 Grants payable..................   46,100
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).......... 30,600 46,369
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 31,436,581 33,721,280
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 31,436,581 33,721,280
31 Total liabilities and net assets/fund balances (see instructions).. 31,467,181 33,767,649
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 31,436,581
2 Enter amount from Part I, line 27a..................... 2 591,459
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,693,240
4 Add lines 1, 2, and 3.......................... 4 33,721,280
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 33,721,280
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 HARRIS 3700 P   2014-12-31
b WELLS FARGO CUSTODY 2600 P   2014-12-31
c OTHER P   2014-12-31
d ALTERNATIVE INVESTMENTS P   2014-12-31
e CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,036,046   1,365,779 670,267
b 26,769   27,604 -835
c 8,145   8,145 0
d 1,616,833     1,616,833
e 13,136     13,136
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       670,267
b       -835
c       0
d       1,616,833
e       13,136
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 2,299,401
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 1,771,767 28,144,968 0.062951
2012 1,028,852 24,295,246 0.042348
2011 1,275,894 22,490,524 0.056730
2010 1,102,727 21,694,066 0.050831
2009 1,112,642 18,851,906 0.059020
2 Total of line 1, column (d) ...................... 2 0.271880
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 0.054376
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 32,098,703
5 Multiply line 4 by line 3....................... 5 1,745,399
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 29,868
7 Add lines 5 and 6......................... 7 1,775,267
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,326,249
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 59,736
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 59,736
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 59,736
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 71,261
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 71,261
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 11,525
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet11,525 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletAK
    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 addressbulletWWW.ATWOODFOUNDATION.ORG
    14
    The books are in care ofbulletLATASH INVESTMENTS LLC Telephone no.bullet (907) 743-2800
    Located atbullet301 WEST NORTHERN LIGHTS BLVD 412ANCHORAGEAK ZIP+4bullet99503
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    EDWARD RASMUSON CHAIRMAN
    1.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    DAVID TOBIN VICE CHAIRMAN
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    NANCY HARBOUR TREASURER
    1.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    GLORIA ALLEN DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    CAROLYN HEYMAN-LAYNE DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    MARIA DOWNEY DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    NATASHA VON IMHOF DIRECTOR
    0.50     		0 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    IRA PERMAN EXECUTIVE DIRECTOR
    15.00     		54,000 0 0
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    LATASH INVESTMENTS LLC INVESTMENT/GRANTS MANAGEMENT 146,756
    301 WEST NORTHERN LIGHTS BLVD 412
    ANCHORAGE,AK99503
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,968,431
    b
    Average of monthly cash balances.......................
    1b
    2,352,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,266,404
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,587,516
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    32,587,516
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    488,813
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,098,703
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,604,935
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,604,935
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    59,736
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    59,736
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,545,199
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,545,199
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,545,199
    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
    1,326,249
    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
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,326,249
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,326,249
    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 1,545,199
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 174,213
    b From 2010....... 31,527
    c From 2011....... 167,725
    d From 2012.......  
    e From 2013....... 399,759
    fTotal of lines 3a through e......... 773,224
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,326,249
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 1,326,249
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 218,950 218,950
    (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 5 554,274
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		554,274
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 154,515
    c Excess from 2012....  
    d Excess from 2013.... 399,759
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ATWOOD FOUNDATION ATTN IRA PERMAN
    301 WEST NORTHERN LIGHTS BLVD 440
    ANCHORAGE,AK99503
    (907) 274-4900
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING NEEDS
    cAny submission deadlines:
    DECEMBER 31 ANNUALLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TAX-EXEMPT CHARITABLE ORGANIZATIONS, ALASKAN ORGANIZATIONS PREFERRED
    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
    ALASKA AIR SHOW ASSOCIATION
    PO BOX 6175
    JBER,AK99506     		  PC VINTAGE AIRCRAFT EXHIBIT 20,000
    ALASKA ARTS & CULTURE FOUNDATION
    PO BOX 101883
    ANCHORAGE,AK99510     		  PC ALASKA ARTS AND CULTURE CONFERENCE 5,000
    ALASKA ASSOCIATION FOR HISTORIC PRESERVATION
    PO BOX 102205
    ANCHORAGE,AK99510     		  PC WAR COMMEMORATION EVENT 10,000
    ALASKA AVIATION HERITAGE MUSEUM
    4721 AIRCRAFT DR
    ANCHORAGE,AK99502     		  PC RECONSTRUCT SEATS OF PILGRIM AIRCRAFT 10,000
    ALASKA BOTANICAL GARDEN
    4601 CAMPBELL AIRSTRIP RD
    ANCHORAGE,AK99507     		  PC STAFF EXPANSION AND TRAINING 11,000
    ALASKA CHAMBER SINGERS
    PO BOX 102055
    ANCHORAGE,AK99510     		  PC INSTRUMENTALIST AND PRODUCTION COSTS 3,000
    ALASKA COMMUNITY FOUNDATION
    3201 C ST STE 110
    ANCHORAGE,AK99503     		  PC RESTORATION OF LOCOMOTIVE ENGINE 50,000
    ALASKA DANCE THEATRE
    550 EAST 33RD AVE
    ANCHORAGE,AK99503     		  PC PRODUCTION SUPPORT 15,000
    ALASKA HUMANITIES FORUM
    161 E 1ST AVE
    ANCHORAGE,AK99501     		  PC LEADERSHIP ANCHORAGE PROGRAM 10,000
    ALASKA JUNIOR THEATER
    430 W 7TH AVE STE 30
    ANCHORAGE,AK99501     		  PC BUS TRANSPORTATION 75,000
    ALASKA MUSEUM OF NATURAL HISTORY
    201 N BRAGAW ST
    ANCHORAGE,AK99508     		  PC EDUCATION DIRECTOR 15,000
    ALASKA PACIFIC UNIVERSITY
    4101 UNIVERSITY DR
    ANCHORAGE,AK99508     		  PC ATWOOD DISTINGUISHED SCHOLAR PROGRAM 200,000
    ALASKA SCHOOL ACTIVITIES ASSOCIATION
    4048 LAUREL ST STE 203
    ANCHORAGE,AK99507     		  PC SUPPORT FESTIVALS 10,000
    ALASKA STRING CAMPS
    PO BOX 770057
    EAGLE RIVER,AK99577     		  PC MUSIC DIRECTOR 1,500
    ALASKA THEATRE OF YOUTH
    PO BOX 101212
    ANCHORAGE,AK99510     		  PC PROGRAM SUPPORT AND SCHOLARSHIPS 5,000
    ALASKA WILDLIFE CONSERVATION CENTER
    PO BOX 949
    GIRDWOOD,AK99587     		  PC DEVELOP PANEL EXHIBITS 5,000
    ALASKA WORLD AFFAIRS COUNCIL
    406 G ST STE 207
    ANCHORAGE,AK99501     		  PC MEMBERSHIP SUPPORT 20,000
    ALASKA ZOO
    4731 OMALLEY RD
    ANCHORAGE,AK99507     		  PC POLAR BEAR TRANSITION CENTER 12,500
    ALEUTIAN PRIBILOF ISLANDS ASSOCIATION
    1131 E INTL AIRPORT RD
    ANCHORAGE,AK99518     		  PC ANNUAL CULTURE CAMP 5,000
    ANCHORAGE CLASSICAL BALLET
    501 W INTL AIRPORT RD
    ANCHORAGE,AK99518     		  PC EXPANSION PROJECT 7,000
    ANCHORAGE COMMUNITY CONCERT BAND
    PO BOX 140615
    ANCHORAGE,AK99514     		  PC OPERATIONAL SUPPORT AND PROGRAM DEVELOPMENT 2,500
    ANCHORAGE COMMUNITY THEATRE
    1133 E 70TH AVE
    ANCHORAGE,AK99518     		  PC SUPPORT SPRING AND FALL PRODUCTIONS 5,000
    ANCHORAGE CONCERT ASSOCIATION
    430 W 7TH AVE STE 200
    ANCHORAGE,AK99501     		  PC SUPPORT PERFORMANCES AND COMMUNITY ENGAGEMENT ACTIVITIES 32,000
    ANCHORAGE CONCERT CHORUS
    PO BOX 100364
    ANCHORAGE,AK99510     		  PC PRODUCTION COSTS 10,000
    ANCHORAGE FAIRS AND FESTIVALS
    1100 E 3RD AVE
    ANCHORAGE,AK99501     		  PC SPENARD JAZZ FESTIVAL 5,000
    ANCHORAGE FESTIVAL OF MUSIC
    PO BOX 100272
    ANCHORAGE,AK99510     		  PC BAROQUE MUSIC AND DANCE WEEK 5,000
    ANCHORAGE FINE ARTS SOCIETY
    6910 CATINE CIR
    ANCHORAGE,AK99507     		  PC SUPPORT MUSIC FESTIVALS 5,000
    ANCHORAGE INTERNATIONAL FILM FESTIVAL
    111 W 9TH AVE
    ANCHORAGE,AK99501     		  PC FILM WORKSHOPS AND PANEL DISCUSSIONS 2,000
    ANCHORAGE MUSEUM ASSOC
    625 C ST
    ANCHORAGE,AK99501     		  PC EDUCATIONAL PROGRAM SUPPORT AND EXHIBITS 100,000
    ANCHORAGE OPERA SOCIETY
    1507 SPAR AVE
    ANCHORAGE,AK99501     		  PC OPERATIONAL SUPPORT FOR PRODUCTIONS 50,000
    ANCHORAGE ROTARY CLUB
    200 W 34TH AVE
    ANCHORAGE,AK99503     		  PC OPERATIONAL COSTS 25,000
    ANCHORAGE SYMPHONY
    400 D ST STE 230
    ANCHORAGE,AK99501     		  PC OPERATIONAL SUPPORT 50,000
    ARTS ON THE EDGE
    3955 WESTWOOD DR
    ANCHORAGE,AK99517     		  PC PRODUCTION COSTS 6,000
    ASIAN ALASKAN CULTURAL CENTER
    PO BOX 243032
    ANCHORAGE,AK99524     		  PC ASIAN CULTURAL NIGHT 10,000
    BOYS & GIRLS CLUB OF ALASKA
    2300 W 36TH AVE
    ANCHORAGE,AK99517     		  PC IMPLEMENTATION OF AN ARTS CURRICULUM 5,000
    COOK INLET HISTORICAL SOCIETY
    625 C ST
    ANCHORAGE,AK99501     		  PC MUSEUM INFORMATIONAL KIOSK 10,000
    COVENANT HOUSE OF ALASKA
    PO BOX 100620
    ANCHORAGE,AK99510     		  PC NEW MUSIC PROGRAM 5,000
    CYRANO'S THEATER COMPANY
    413 D ST
    ANCHORAGE,AK99501     		  PC OPERATIONAL SUPPORT 15,000
    INSTITUTE OF THE NORTH
    1675 C ST STE 106
    ANCHORAGE,AK99501     		  PC RESEARCH 25,000
    KOAHNIC BROADCAST COMPANY
    3600 SAN JERONIMO DR 480
    ANCHORAGE,AK99508     		  PC AK NATIVE RADIO ARTIST SERIES PROJECT 10,000
    MOMENTUM DANCE COLLECTIVE
    PO BOX 230291
    ANCHORAGE,AK99523     		  PC PRODUCTION COSTS 10,000
    PERSEVERANCE THEATER
    914 THIRD ST
    DOUGLAS,AK99824     		  PC OPERATIONAL SUPPORT 40,000
    SALVATION ARMY
    143 E 9TH AVE
    ANCHORAGE,AK99501     		  PC KING LAKE MUSIC CAMP SCHOLARSHIPS 10,000
    SITKA SUMMER MUSIC FESTIVAL
    PO BOX 3333
    SITKA,AK99835     		  PC OPERATIONAL SUPPORT 12,000
    SPIRIT OF YOUTH
    203 W 15TH AVE STE 105
    ANCHORAGE,AK99501     		  PC SPONSOR FINE ARTS AWARD 7,500
    UNIVERSITY OF ALASKA ANCHORAGE
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC ELAINE ATWOOD JOURNALISM SCHOLARSHIP 10,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC SEAWOLF DEBATE PROGRAM 20,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC ATWOOD CHAIR SUPPORT 50,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC JOURNALISM CHAIR ENDOWMENT 200,000
    Total .................................bullet 3a 1,227,000
    bApproved for future payment
    ALASKA DANCE THEATRE
    550 EAST 33RD AVE
    ANCHORAGE,AK99503     		  PC PRE-PROFESSIONAL COMPANY SUPPORT 15,000
    ALASKA SCHOOL ACTIVITIES ASSOCIATION
    4048 LAUREL ST STE 203
    ANCHORAGE,AK99507     		  PC ALL STATE AND SOLO & ENSEMBLE MUSIC FESTIVALS 10,000
    ALASKA THEATRE OF YOUTH
    PO BOX 101212
    ANCHORAGE,AK99510     		  PC SCHOLARSHIPS AND SUMMER PROGRAM 5,000
    ARTS ON THE EDGE
    3955 WESTWOOD DR
    ANCHORAGE,AK99517     		  PC CONDUCTOR'S SALARY 6,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC ANNUAL OPERATIONAL SUPPORT FOR ENDOWED CHAIR 50,000
    UNIVERSITY OF ALASKA FOUNDATION
    1815 BRAGAW ST STE 203
    ANCHORAGE,AK99508     		  PC JOURNALISM CHAIR 1,000,000
    Total .................................bullet 3b 1,086,000
    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 17  
    4 Dividends and interest from securities....     14 747,428  
    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..... 523000 21,509 14 467,993  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,155,047  
    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).. 21,509 2,370,485 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,391,994
    (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:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,118 15,294   3,824

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

    TY 2014 DepreciationSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    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
    FURNITURE AND IMPROVEMENTS   22,422 8,146   0 % 0 0    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS US EQUITY HOLDINGS 3,486,128 3,486,128
    HARRIS AND ASSOCIATES 6,695,177 6,695,177
    PRIMECAP ODYSSEY GROWTH FUND 599,453 599,453
    DODGE AND COX INTERNATIONAL 224,755 224,755

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DENALI CAPITAL CLO IV LTD FMV 20,600 20,600
    HILLCREST CDO I LTD FMV 25 25
    SOLSTICE ABS CDO III FMV 625 625
    ABRY ADVANCED SECURITIES FUND III FMV 94,297 94,297
    DARWIN VENTURE CAPITAL FUND OF FUNDS FMV 825,742 825,742
    DARWIN VENTURE CAPITAL FUND OF FUNDS II FMV 2,165,408 2,165,408
    ENCAP ENERGY CAPITAL FUND V LP FMV 43,307 43,307
    ENCAP ENERGY CAPITAL FUND VI LP FMV 143,282 143,282
    ENCAP ENERGY CAPITAL FUND VII LP FMV 269,354 269,354
    ENCAP ENERGY CAPITAL FUND VIII LP FMV 751,931 751,931
    ENCAP ENERGY CAPITAL FUND IX LP FMV 356,347 356,347
    ENCAP FLATROCK MIDSTREAM II FMV 289,680 289,680
    ENCAP FLATROCK MIDSTREAM III FMV 20,716 20,716
    GUGGENHEIM AVIATION PARTNERS II FMV 14,642 14,642
    INVENTUS CAPITAL MANAGEMENT II FMV 161,308 161,308
    LS POWER EQUITY PARTNERS I PIE LP FMV 27,904 27,904
    LS POWER EQUITY PARTNERS II PIE LP FMV 546,973 546,973
    LS POWER EQUITY PARTNERS III LP FMV 226,426 226,426
    MESA DEL OSO FMV 1,500 1,500
    NEW VERNON INDIA (CAYMAN) FUND II LP FMV 1,525,175 1,525,175
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND II FMV 154,234 154,234
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND III FMV 264,708 264,708
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND IV FMV 318,227 318,227
    PRECISION CAPITAL SPECIAL OPPORTUNITIES FUND V FMV 68,334 68,334
    SWANSON RIVER FMV 125,000 125,000
    TEPPCO CRUDE OIL FMV 15,000 15,000
    TIERRA ANTIGUA FMV 2,000 2,000
    WICKS COMMUNICATIONS & MEDIA III FMV 200,646 200,646
    CARMEL PARTNERS INVESTMENT FUND I FMV 16,017 16,017
    CARMEL PARTNERS INVESTMENT FUND II FMV 144,376 144,376
    CARMEL PARTNERS INVESTMENT FUND III FMV 490,753 490,753
    CARMEL PARTNERS INVESTMENT FUND IV FMV 417,794 417,794
    CARMEL PARTNERS INVESTMENT FUND V FMV 28,212 28,212
    CERBERUS INSTITUTIONAL REAL ESTATE (BLACKACRE) FMV 12,237 12,237
    CERBERUS INSTITUTIONAL REAL ESTATE II FMV 311,710 311,710
    CERBERUS INSTITUTIONAL REAL ESTATE III FMV 435,807 435,807
    GUGGENHEIM STRUCTURED REAL ESTATE III FMV 121,075 121,075
    SHORENSTEIN SRI VII REIT FMV 125,660 125,660
    SHORENSTEIN SRI VIII REIT FMV 244,375 244,375
    SHORENSTEIN SRI IX REIT FMV 309,813 309,813
    INTECH RISK MANAGED FMV 3,997,312 3,997,312
    PINNACLE EQUITY FUND FMV 789,063 789,063
    PINNACLE INTERNATIONAL FMV 2,185,810 2,185,810
    TCW WORLDWIDE OPPORTUNITY FUND FMV 1,863,107 1,863,107

    TY 2014 LandEtcSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND IMPROVEMENTS 22,422 8,146 14,276 14,276


    TY 2014 LegalFeesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,186 0   2,135


    TY 2014 OtherAssetsSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART 14,610 14,610 14,610
    SECURITY DEPOSIT 1,947 1,947 1,947


    TY 2014 OtherExpensesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 3,588 0   3,707
    INSURANCE 4,457 0   4,457
    BANK FEES 24,022 23,862   160
    DUES AND SUBSCRIPTIONS 1,033 0   1,033
    OTHER 6,512 0   6,505


    TY 2014 OtherIncomeSchedule2
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 489,498 330,031 489,498
    OTHER INCOME 4 0 4


    TY 2014 OtherIncreasesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Description Amount
       
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 129,650 129,650   0
    GRANT ADMINISTRATION 54,000 0   54,000
    PASSTHROUGH INVESTMENT EXPENSES 215,224 213,092   0


    TY 2014 TaxesSchedule
    Name:
    ATWOOD FOUNDATION INC
    EIN: 92-6002571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 42,295 0   0
    FOREIGN TAX 0 8,194   0