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
LINEHAN FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

52-1853307
B Telephone number (see instructions)

(410) 537-5452
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$6,238,424
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 2,191,525
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 45,500 45,500  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -47,354
b Gross sales price for all assets on line 6a 3,731,938
7 Capital gain net income (from Part IV, line 2)... 1,835,514
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 15,414 15,414  
12 Total. Add lines 1 through 11........ 2,205,085 1,896,428  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 9,272 9,272   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 35,304 2,578   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,834 1,834    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,410 13,684 0 0
25 Contributions, gifts, grants paid........ 1,361,285 1,361,285
26 Total expenses and disbursements. Add lines 24 and 25 1,407,695 13,684 0 1,361,285
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 797,390
b Net investment income (if negative, enter -0-) 1,882,744
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 3,408 11,623 11,623
2 Savings and temporary cash investments.......... 172,387 383,644 383,644
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,452,720 Click to see attachment2,463,408 3,650,174
c Investments—corporate bonds (attach schedule)........ 1,743 Click to see attachment175,418 176,649
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,146,152 Click to see attachment1,576,241 2,016,334
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,776,410 4,610,334 6,238,424
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......... 3,776,410 4,610,334
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)...... 3,776,410 4,610,334
31 Total liabilities and net assets/fund balances (see instructions).. 3,776,410 4,610,334
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 3,776,410
2 Enter amount from Part I, line 27a..................... 2 797,390
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 36,534
4 Add lines 1, 2, and 3.......................... 4 4,610,334
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 4,610,334
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 . PROCEEDS FROM SECURITIES LITIGATION     2014-01-03
b 390. PFIZER INC.   2013-01-16 2014-01-08
c 14. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-09
d 16. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-10
e 3. ESTEE LAUDER COMPANIES CL A   2013-10-11 2014-01-13
9. ESTEE LAUDER COMPANIES CL A   2013-10-11 2014-01-14
174.308 BROWN ADVISORY MORT SEC INV   2013-12-26 2014-01-15
3. GOOGLE INC CL A   2009-03-06 2014-01-16
140. SOUTHWESTERN ENERGY CO   2013-01-16 2014-01-16
20. UNITED RENTALS INC   2013-08-16 2014-01-16
285. SOUTHWESTERN ENERGY CO   2013-01-16 2014-01-22
13. FLUOR CORP NEW COM   2011-06-14 2014-01-23
12. FLUOR CORP NEW COM   2011-06-14 2014-01-27
4. FLUOR CORP NEW COM   2011-06-14 2014-01-28
5. FLUOR CORP NEW COM   2013-03-06 2014-01-28
6. FLUOR CORP NEW COM   2013-03-06 2014-01-29
6. FLUOR CORP NEW COM   2013-03-06 2014-01-30
5. FLUOR CORP NEW COM   2011-06-13 2014-01-30
12. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-03
8. APPLE COMPUTER INC.   2013-01-16 2014-02-04
5. GOOGLE INC CL A   2013-01-16 2014-02-04
24. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-04
138. MICROSOFT CORP.   2013-01-16 2014-02-05
60. T. ROWE PRICE GROUP INC   2013-01-16 2014-02-05
5. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-05
4. APPLE COMPUTER INC.   2013-01-16 2014-02-06
3289.474 BROWN ADVISORY INTERMEDIATE INCOME   2014-01-31 2014-02-06
25. T. ROWE PRICE GROUP INC   2013-01-16 2014-02-06
8. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-06
30. AARONS INC   2013-01-16 2014-02-07
2. APPLE COMPUTER INC.   2013-01-16 2014-02-07
10. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-07
7. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-10
18. AARONS INC   2013-01-16 2014-02-11
11. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-11
12. FOSSIL GROUP INC   2013-01-16 2014-02-12
70. OWENS CORNING INC   2013-01-16 2014-02-12
5. ROPER INDUSTRIES INC NEW   2013-01-16 2014-02-12
4229.323 BROWN ADVISORY INTERMEDIATE INCOME   2014-01-15 2014-02-13
4. FOSSIL GROUP INC   2013-01-16 2014-02-13
11. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-14
2. FOSSIL GROUP INC   2013-01-16 2014-02-18
4. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-18
36. AARONS INC   2013-01-16 2014-02-24
3. FOSSIL GROUP INC   2013-01-16 2014-02-24
3. GOOGLE INC CL A   2009-03-06 2014-02-24
3. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-24
3. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-25
5. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-26
8. FLUOR CORP NEW COM   2011-06-13 2014-02-27
2. FLUOR CORP NEW COM   2013-03-05 2014-02-27
3. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-27
14. FLUOR CORP NEW COM   2013-03-05 2014-02-28
23. ROPER INDUSTRIES INC NEW   2008-10-24 2014-02-28
3. FLUOR CORP NEW COM   2013-03-05 2014-03-03
2. ROPER INDUSTRIES INC NEW   2008-10-24 2014-03-03
14. FLUOR CORP NEW COM   2013-03-04 2014-03-04
1. FLUOR CORP NEW COM   2011-08-05 2014-03-04
9. ROPER INDUSTRIES INC NEW   2008-10-24 2014-03-04
8. ROPER INDUSTRIES INC NEW   2008-10-24 2014-03-05
11. ROPER INDUSTRIES INC NEW   2008-10-24 2014-03-06
12. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-07
6. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-11
62. NETAPP INC   2012-09-21 2014-03-14
82. NETAPP INC   2011-11-29 2014-03-17
4. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-17
35. NETAPP INC   2012-01-18 2014-03-18
11. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-18
23. NETAPP INC   2012-01-18 2014-03-19
144. NETAPP INC   2012-06-27 2014-03-20
37. AARONS INC   2013-01-16 2014-03-21
19. BED BATH & BEYOND INC   2013-02-01 2014-03-21
2. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-21
1. AARONS INC   2013-01-16 2014-03-24
32. NETAPP INC   2012-06-27 2014-03-24
1. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-24
31. NETAPP INC   2008-06-30 2014-03-25
1. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-25
12. BED BATH & BEYOND INC   2013-02-01 2014-03-26
11. NETAPP INC   2008-06-30 2014-03-26
8. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-26
135. NETAPP INC   2008-06-30 2014-03-27
12. NETAPP INC   2008-06-30 2014-03-27
2. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-27
24. BED BATH & BEYOND INC   2013-02-01 2014-03-28
7. ROPER INDUSTRIES INC NEW   2008-11-21 2014-03-28
31. BED BATH & BEYOND INC   2013-02-04 2014-04-01
7. INTUITIVE SURGICAL INC   2013-01-16 2014-04-01
63. BED BATH & BEYOND INC   2013-02-04 2014-04-02
75. BED BATH & BEYOND INC   2013-02-04 2014-04-03
113. AARONS INC   2013-01-16 2014-04-15
62. AARONS INC   2013-01-16 2014-04-16
9. MEAD JOHNSON NUTRITION CO   2013-05-21 2014-04-21
8. MEAD JOHNSON NUTRITION CO   2013-05-20 2014-04-22
9. MEAD JOHNSON NUTRITION CO   2013-05-13 2014-04-23
12. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-24
32. AARONS INC   2013-01-16 2014-04-30
64. AARONS INC   2013-01-16 2014-05-01
. PROCEEDS FROM SECURITIES LITIGATION     2014-05-02
108. AARONS INC   2013-01-16 2014-05-05
12. COSTCO WHOLESALE CORPORATION   2013-10-17 2014-05-06
5. APPLE COMPUTER INC.   2013-01-16 2014-05-07
12. COSTCO WHOLESALE CORPORATION   2013-01-16 2014-05-07
6. COSTCO WHOLESALE CORPORATION   2013-10-16 2014-05-07
10. FLUOR CORP NEW COM   2011-08-05 2014-05-12
14. SCHLUMBERGER LTD.   2013-10-16 2014-05-12
12. FLUOR CORP NEW COM   2012-04-25 2014-05-13
4. FLUOR CORP NEW COM   2012-04-25 2014-05-14
6. FLUOR CORP NEW COM   2012-04-25 2014-05-15
5. FLUOR CORP NEW COM   2012-04-25 2014-05-16
4. FLUOR CORP NEW COM   2012-04-25 2014-05-19
. PROCEEDS FROM SECURITIES LITIGATION     2014-05-20
5. APPLE COMPUTER INC.   2013-01-16 2014-05-21
1. APPLE COMPUTER INC.   2013-09-26 2014-05-21
2. FLUOR CORP NEW COM   2012-04-25 2014-05-22
8. FLUOR CORP NEW COM   2012-04-25 2014-05-23
20. ROGERS COMMUNICATIONS INC CL B   2013-08-09 2014-05-27
6. SCHLUMBERGER LTD.   2013-10-16 2014-05-27
929.368 BROWN ADVISORY INTERMEDIATE INCOME   2014-04-30 2014-05-30
3. SCHLUMBERGER LTD.   2013-10-16 2014-05-30
3. SCHLUMBERGER LTD.   2012-04-25 2014-05-30
23. CME GROUP INC   2013-01-16 2014-06-03
24. CANADIAN PACIFIC RAILWAY LTD   2013-01-16 2014-06-03
41. ACCENTURE PLC CL A   2013-08-20 2014-06-05
45. CME GROUP INC   2013-01-16 2014-06-09
71. ROGERS COMMUNICATIONS INC CL B   2013-08-09 2014-06-10
9. VISA INC   2013-10-11 2014-06-13
5. VISA INC   2013-10-10 2014-06-16
4. VISA INC   2013-10-09 2014-06-17
5. VISA INC   2013-08-21 2014-06-19
9. AMPHENOL CORP - CL A   2013-01-16 2014-06-23
44. AMPHENOL CORP - CL A   2013-10-23 2014-06-23
31. ANSYS INC   2013-01-16 2014-06-23
62. APPLE COMPUTER INC.   2013-01-31 2014-06-23
1020.387 BROWN ADVISORY INTERMEDIATE INCOME   2014-01-15 2014-06-23
3.863 BROWN ADVISORY INTERMEDIATE INCOME   2014-05-30 2014-06-23
60. COGNIZANT TECH SOLUTIONS CRP COM   2012-05-07 2014-06-23
29. COSTCO WHOLESALE CORPORATION   2013-01-16 2014-06-23
41. COVANCE INC   2013-01-16 2014-06-23
70. DANAHER CORP   2013-01-16 2014-06-23
8. DAVITA INC   2013-08-20 2014-06-23
56. DAVITA INC   2013-03-01 2014-06-23
30. DISCOVERY COMMUNICATIONS INC CL A   2014-03-21 2014-06-23
16. DISCOVERY COMMUNICATIONS INC CL A   2014-04-03 2014-06-23
25. ECOLAB INC   2013-02-06 2014-06-23
12. ECOLAB INC   2014-02-06 2014-06-23
36. EXPRESS SCRIPTS HLDGS C   2013-10-08 2014-06-23
58. EXPRESS SCRIPTS HLDGS C   2011-03-02 2014-06-23
1. FMC TECHNOLOGIES INC   2013-01-16 2014-06-23
92. FMC TECHNOLOGIES INC   2014-01-30 2014-06-23
58. FASTENAL CO   2014-03-14 2014-06-23
54. FLUOR CORP NEW COM   2012-04-25 2014-06-23
25. FOSSIL GROUP INC   2013-01-16 2014-06-23
68. GILEAD SCIENCES INC.   2014-03-14 2014-06-23
6. GOOGLE INC CL A   2013-01-16 2014-06-23
6. GOOGLE INC CL C   2013-01-16 2014-06-23
12. INTUITIVE SURGICAL INC   2013-01-16 2014-06-23
63. ESTEE LAUDER COMPANIES CL A   2014-04-01 2014-06-23
5. ESTEE LAUDER COMPANIES CL A   2013-01-16 2014-06-23
63. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-06-23
83. NATIONAL INSTRS CORP   2011-05-12 2014-06-23
.5 NOW INC DE W I   2014-05-22 2014-06-23
82. QUALCOMM CORP.   2013-01-16 2014-06-23
70. ROGERS COMMUNICATIONS INC CL B   2013-08-08 2014-06-23
38. SALESFORCE COM INC   2013-01-16 2014-06-23
40. SALESFORCE COM INC   2014-04-28 2014-06-23
60. SCHLUMBERGER LTD.   2012-04-25 2014-06-23
46. CHARLES SCHWAB CORP.   2013-01-02 2014-06-23
190. CHARLES SCHWAB CORP.   2014-06-19 2014-06-23
45. STARBUCKS CORP.   2013-01-16 2014-06-23
31. STARBUCKS CORP.   2014-02-04 2014-06-23
40. STERICYCLE INC   2013-01-16 2014-06-23
29. VISA INC   2013-08-23 2014-06-23
120. WHOLE FOODS MARKET INC   2014-01-16 2014-06-23
47. ACCENTURE PLC CL A   2013-01-16 2014-06-23
187. GENPACT LIMITED   2013-03-06 2014-06-23
30. CORE LABORATORIES N V   2014-06-05 2014-06-23
43. ROGERS COMMUNICATIONS INC CL B   2013-08-08 2014-06-25
23. ROGERS COMMUNICATIONS INC CL B   2013-08-12 2014-06-26
88. ROGERS COMMUNICATIONS INC CL B   2013-08-12 2014-06-27
50. AMPHENOL CORP - CL A   2013-01-16 2014-06-30
30. ANSYS INC   2013-01-16 2014-06-30
60. APPLE COMPUTER INC.   2013-06-27 2014-06-30
40. CME GROUP INC   2013-01-16 2014-06-30
58. COGNIZANT TECH SOLUTIONS CRP COM   2008-12-05 2014-06-30
29. COSTCO WHOLESALE CORPORATION   2013-01-16 2014-06-30
39. COVANCE INC   2013-01-16 2014-06-30
68. DANAHER CORP   2013-01-16 2014-06-30
32. DAVITA INC   2013-01-16 2014-06-30
30. DAVITA INC   2013-08-20 2014-06-30
44. DISCOVERY COMMUNICATIONS INC CL A   2014-04-01 2014-06-30
46. ECOLAB INC   2013-02-04 2014-06-30
91. EXPRESS SCRIPTS HLDGS C   2011-03-01 2014-06-30
90. FMC TECHNOLOGIES INC   2013-01-16 2014-06-30
66. FASTENAL CO   2014-03-03 2014-06-30
56. FLUOR CORP NEW COM   2010-11-22 2014-06-30
24. FOSSIL GROUP INC   2011-08-24 2014-06-30
67. GILEAD SCIENCES INC.   2014-03-14 2014-06-30
6. GOOGLE INC CL A   2011-10-04 2014-06-30
6. GOOGLE INC CL C   2011-10-04 2014-06-30
13. INTUITIVE SURGICAL INC   2013-04-19 2014-06-30
68. ESTEE LAUDER COMPANIES CL A   2013-01-25 2014-06-30
51. MEAD JOHNSON NUTRITION CO   2012-01-10 2014-06-30
11. MEAD JOHNSON NUTRITION CO   2013-07-10 2014-06-30
81. NATIONAL INSTRS CORP   2011-06-29 2014-06-30
81. QUALCOMM CORP.   2013-01-16 2014-06-30
64. ROGERS COMMUNICATIONS INC CL B   2013-08-21 2014-06-30
78. SALESFORCE COM INC   2013-01-16 2014-06-30
59. SCHLUMBERGER LTD.   2013-04-16 2014-06-30
243. CHARLES SCHWAB CORP.   2012-12-19 2014-06-30
2142. SERVICENOW INC   2006-08-03 2014-06-30
74. STARBUCKS CORP.   2013-02-22 2014-06-30
38. STERICYCLE INC   2013-01-16 2014-06-30
28. VISA INC   2013-08-26 2014-06-30
80. WHOLE FOODS MARKET INC   2014-02-19 2014-06-30
39. WHOLE FOODS MARKET INC   2013-05-15 2014-06-30
46. ACCENTURE PLC CL A   2013-01-16 2014-06-30
183. GENPACT LIMITED   2013-02-21 2014-06-30
25. CORE LABORATORIES N V   2013-01-16 2014-06-30
5. CORE LABORATORIES N V   2014-05-28 2014-06-30
25. CME GROUP INC   2013-01-16 2014-07-01
7. SCHLUMBERGER LTD.   2013-04-15 2014-07-01
99. CME GROUP INC   2013-01-16 2014-07-02
2. SCHLUMBERGER LTD.   2013-04-15 2014-07-02
2. SCHLUMBERGER LTD.   2013-04-15 2014-07-07
4. SCHLUMBERGER LTD.   2013-04-15 2014-07-08
6. SCHLUMBERGER LTD.   2011-12-12 2014-07-09
9. FLUOR CORP NEW COM   2010-11-18 2014-07-11
9. FLUOR CORP NEW COM   2010-11-18 2014-07-14
5. FLUOR CORP NEW COM   2010-11-19 2014-07-15
240. GENERAL MOTORS CO   2013-01-16 2014-07-15
2. FLUOR CORP NEW COM   2010-11-19 2014-07-16
145. GENERAL MOTORS CO   2013-01-16 2014-07-16
2. FLUOR CORP NEW COM   2010-11-19 2014-07-17
3. FLUOR CORP NEW COM   2010-11-19 2014-07-18
2. FLUOR CORP NEW COM   2010-11-19 2014-07-21
3. FLUOR CORP NEW COM   2010-11-19 2014-07-22
12. ACCENTURE PLC CL A   2013-01-16 2014-07-22
2. FLUOR CORP NEW COM   2010-11-19 2014-07-23
14. ACCENTURE PLC CL A   2011-01-04 2014-07-23
5. FLUOR CORP NEW COM   2010-11-19 2014-07-24
11. ACCENTURE PLC CL A   2011-01-04 2014-07-24
7. AMPHENOL CORP - CL A   2013-01-16 2014-07-25
3. AMPHENOL CORP - CL A   2013-01-16 2014-07-28
4. FLUOR CORP NEW COM   2010-11-19 2014-07-28
7. AMPHENOL CORP - CL A   2013-01-16 2014-07-29
2. FLUOR CORP NEW COM   2010-11-19 2014-07-29
4. FLUOR CORP NEW COM   2010-11-19 2014-07-30
4. FLUOR CORP NEW COM   2010-11-19 2014-08-01
5. FLUOR CORP NEW COM   2010-11-19 2014-08-04
7. FLUOR CORP NEW COM   2010-11-19 2014-08-05
12. FLUOR CORP NEW COM   2010-11-23 2014-08-06
10537.85 WASATCH FDS INC   2013-01-18 2014-08-12
10596.839 WASATCH FDS INC   2013-01-18 2014-08-13
8. ACCENTURE PLC CL A   2011-01-04 2014-08-13
9243.362 WASATCH FDS INC   2013-01-18 2014-08-14
1546.616 WASATCH FDS INC   2013-12-27 2014-08-14
8. ACCENTURE PLC CL A   2011-01-04 2014-08-14
10789.978 WASATCH FDS INC   2011-03-17 2014-08-15
10870.043 WASATCH FDS INC   2011-03-17 2014-08-18
12. ACCENTURE PLC CL A   2011-01-04 2014-08-18
10830.896 WASATCH FDS INC   2011-03-17 2014-08-19
10. ACCENTURE PLC CL A   2011-01-04 2014-08-19
6786.533 WASATCH FDS INC   2011-03-17 2014-08-20
90. MONDELEZ INTERNATIONAL W I   2013-01-16 2014-08-21
47. MONDELEZ INTERNATIONAL W I   2013-01-16 2014-08-22
119. MONDELEZ INTERNATIONAL W I   2013-01-16 2014-08-25
64. MONDELEZ INTERNATIONAL W I   2013-01-16 2014-08-26
8. ACCENTURE PLC CL A   2011-01-04 2014-08-26
2243.41 BROWN ADVISORY SMALL CAP GROWTH INV   2013-01-18 2014-09-03
26. BEST BUY COMPANY INC   2014-01-16 2014-09-04
90. BEST BUY COMPANY INC   2013-05-31 2014-09-04
4799.548 BROWN ADVISORY SMALL CAP GROWTH INV   2013-01-18 2014-09-09
506. TABLEAU SOFTWARE INC CL A   2004-08-20 2014-09-12
9. APPLE COMPUTER INC.   2013-06-27 2014-09-15
11. QUALCOMM CORP.   2014-07-30 2014-09-15
8. APPLE COMPUTER INC.   2009-01-16 2014-09-16
9. QUALCOMM CORP.   2014-07-30 2014-09-16
6. QUALCOMM CORP.   2014-07-30 2014-09-17
7. QUALCOMM CORP.   2013-01-16 2014-09-17
9. QUALCOMM CORP.   2013-01-16 2014-09-18
10. QUALCOMM CORP.   2013-04-25 2014-09-19
9. ACCENTURE PLC CL A   2011-01-04 2014-10-01
16. ACCENTURE PLC CL A   2011-01-04 2014-10-02
9. ACCENTURE PLC CL A   2011-01-04 2014-10-03
15. EDWARDS LIFESCIENCES CORP   2013-10-15 2014-10-06
9. ACCENTURE PLC CL A   2011-01-04 2014-10-06
21. EDWARDS LIFESCIENCES CORP   2013-10-28 2014-10-08
16. ACCENTURE PLC CL A   2011-01-04 2014-10-08
9. ACCENTURE PLC CL A   2011-01-04 2014-10-10
13. ACCENTURE PLC CL A   2011-01-04 2014-10-13
18. MEAD JOHNSON NUTRITION CO   2013-07-09 2014-10-17
. PROCEEDS OF LITIGATION FROM DELL INC     2014-10-17
38. ACCENTURE PLC CL A   2011-01-04 2014-10-24
24. ACCENTURE PLC CL A   2011-01-04 2014-10-27
13641.133 BROWN ADV STRAT EUR EQ INS   2014-07-08 2014-10-29
1959.686 BROWN ADVISORY SMALL CAP GROWTH INV   2011-12-06 2014-10-29
10. GILEAD SCIENCES INC.   2013-11-26 2014-10-30
1. COVANCE INC   2009-05-04 2014-10-31
4. GILEAD SCIENCES INC.   2013-12-02 2014-10-31
14. GILEAD SCIENCES INC.   2013-12-02 2014-11-03
18. EDWARDS LIFESCIENCES CORP   2013-10-28 2014-11-04
42. APPLE COMPUTER INC.   2013-09-26 2014-11-05
9. EDWARDS LIFESCIENCES CORP   2013-10-28 2014-11-05
29870. STONERIDGE INC   2009-03-12 2014-11-05
22951.404 BROWN ADVISORY INTERMEDIATE INCOME   2014-09-10 2014-11-06
27150. STONERIDGE INC   2009-03-11 2014-11-06
8. FLUOR CORP NEW COM   2010-11-23 2014-11-07
9. FLUOR CORP NEW COM   2010-11-23 2014-11-10
4888. STONERIDGE INC   2009-03-11 2014-11-10
8. FLUOR CORP NEW COM   2010-11-23 2014-11-11
15. COVANCE INC   2009-05-04 2014-11-12
5. FLUOR CORP NEW COM   2010-11-23 2014-11-12
2. COVANCE INC   2009-05-04 2014-11-14
15. COVANCE INC   2010-07-29 2014-11-17
886. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-17
9. COVANCE INC   2010-07-29 2014-11-18
1107. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-18
5. COVANCE INC   2010-07-29 2014-11-19
1325. WISDOMTREE EM SMALL CAP   2014-08-20 2014-11-19
6. COVANCE INC   2010-07-29 2014-11-20
712. WISDOMTREE EM SMALL CAP   2014-08-20 2014-11-20
4. COVANCE INC   2010-07-29 2014-11-21
5. COVANCE INC   2010-07-29 2014-11-24
5. COVANCE INC   2010-07-29 2014-11-25
14. EDWARDS LIFESCIENCES CORP   2013-10-28 2014-11-25
27. APPLE COMPUTER INC.   2009-01-16 2014-11-26
9. COVANCE INC   2010-07-29 2014-11-26
14. EDWARDS LIFESCIENCES CORP   2013-10-28 2014-11-26
27. GILEAD SCIENCES INC.   2013-12-02 2014-11-26
4. FOSSIL GROUP INC   2011-08-23 2014-12-04
16600. STONERIDGE INC   2009-05-13 2014-12-04
2. FOSSIL GROUP INC   2011-08-23 2014-12-05
8700. STONERIDGE INC   2009-03-11 2014-12-05
2. FOSSIL GROUP INC   2011-08-23 2014-12-08
320. STONERIDGE INC   2009-03-11 2014-12-08
21. FLUOR CORP NEW COM   2010-11-23 2014-12-09
11. FOSSIL GROUP INC   2011-09-08 2014-12-09
27472. STONERIDGE INC   2009-03-11 2014-12-09
. PROCEEDS FROM SECURITIES LITIGATION     2014-12-09
2. FOSSIL GROUP INC   2011-09-07 2014-12-10
48. FLUOR CORP NEW COM   2013-04-15 2014-12-11
2. FOSSIL GROUP INC   2011-11-25 2014-12-11
12. FLUOR CORP NEW COM   2013-04-15 2014-12-12
15. FLUOR CORP NEW COM   2011-11-09 2014-12-15
2. FOSSIL GROUP INC   2011-11-25 2014-12-15
10. FLUOR CORP NEW COM   2011-11-09 2014-12-16
1. FOSSIL GROUP INC   2011-11-25 2014-12-16
3. FOSSIL GROUP INC   2011-11-25 2014-12-17
9. FLUOR CORP NEW COM   2011-11-09 2014-12-18
2. FOSSIL GROUP INC   2011-09-09 2014-12-18
6972.112 BROWN ADV TOTAL RETURN INV   2014-11-06 2014-12-19
54. FLUOR CORP NEW COM   2011-12-16 2014-12-19
2. FOSSIL GROUP INC   2011-12-22 2014-12-19
1010. GROUPON INC   2008-01-15 2014-12-19
394. TABLEAU SOFTWARE INC CL A   2004-08-20 2014-12-19
5. FOSSIL GROUP INC   2011-12-22 2014-12-22
.8 CALIFORNIA RESOURCES CORP   2014-02-12 2014-12-23
11. FOSSIL GROUP INC   2012-05-10 2014-12-23
62. AMPHENOL CORP - CL A   2013-01-16 2014-12-24
23. ANSYS INC   2014-07-30 2014-12-24
30. APPLE COMPUTER INC.   2009-01-16 2014-12-24
10.71429 BRISTOL MYERS SQUIBB CO.   2014-12-12 2014-12-24
22.28571 BRISTOL MYERS SQUIBB CO.   2014-12-12 2014-12-24
44. COGNIZANT TECH SOLUTIONS CRP COM   2014-08-06 2014-12-24
19. COSTCO WHOLESALE CORPORATION   2013-01-16 2014-12-24
15. COVANCE INC   2010-07-29 2014-12-24
45. DANAHER CORP   2013-01-16 2014-12-24
41. DAVITA INC   2013-01-16 2014-12-24
33. DISCOVERY COMMUNICATIONS INC CL A   2014-04-06 2014-12-24
49. DISCOVERY COMMUNICATIONS C   2014-04-06 2014-12-24
30. ECOLAB INC   2013-01-16 2014-12-24
60. EXPRESS SCRIPTS HLDGS C   2013-01-16 2014-12-24
29. FMC TECHNOLOGIES INC   2013-01-16 2014-12-24
34. FMC TECHNOLOGIES INC   2014-09-08 2014-12-24
64. FASTENAL CO   2014-09-19 2014-12-24
23. GILEAD SCIENCES INC.   2013-12-10 2014-12-24
10. GILEAD SCIENCES INC.   2014-03-21 2014-12-24
4. GOOGLE INC CL A   2008-12-03 2014-12-24
4. GOOGLE INC CL C   2008-12-03 2014-12-24
8. INTUITIVE SURGICAL INC   2013-07-09 2014-12-24
45. ESTEE LAUDER COMPANIES CL A   2013-01-28 2014-12-24
38. MEAD JOHNSON NUTRITION CO   2013-01-16 2014-12-24
54. NATIONAL INSTRS CORP   2013-01-16 2014-12-24
13. NETSUITE INC   2014-10-27 2014-12-24
48. QUALCOMM CORP.   2013-04-25 2014-12-24
44. SALESFORCE COM INC   2013-06-25 2014-12-24
16. SCHLUMBERGER LTD.   2011-12-12 2014-12-24
18. SCHLUMBERGER LTD.   2014-11-28 2014-12-24
167. CHARLES SCHWAB CORP.   2012-12-19 2014-12-24
48. STARBUCKS CORP.   2013-02-22 2014-12-24
29. STERICYCLE INC   2014-11-04 2014-12-24
18. VISA INC   2013-08-29 2014-12-24
49. WHOLE FOODS MARKET INC   2014-04-24 2014-12-24
33. WHOLE FOODS MARKET INC   2013-05-14 2014-12-24
120. GENPACT LIMITED   2013-01-16 2014-12-24
19. CORE LABORATORIES N V   2013-01-16 2014-12-24
8. SALESFORCE COM INC   2013-06-25 2014-12-26
3. FOSSIL GROUP INC   2012-05-10 2014-12-29
30. WORKDAY INC D 2009-04-17 2014-12-29
1. FOSSIL GROUP INC   2012-05-10 2014-12-31
20000. STONERIDGE INC   2009-03-16 2014-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 42     42
b 12,010   10,372 1,638
c 1,027   995 32
d 1,183   1,131 52
e 224   212 12
663   632 31
1,755   1,743 12
3,460   914 2,546
5,540   4,591 949
1,636   1,079 557
11,890   9,347 2,543
1,055   828 227
922   765 157
309   255 54
387   313 74
462   376 86
458   376 82
381   309 72
1,592   1,365 227
4,061   4,031 30
5,725   3,583 2,142
3,167   2,730 437
4,956   3,745 1,211
4,620   4,165 455
660   569 91
2,051   2,015 36
35,000   34,804 196
1,928   1,735 193
1,062   910 152
933   891 42
1,041   1,008 33
1,339   1,138 201
932   796 136
541   535 6
1,470   1,251 219
1,460   1,252 208
3,103   2,749 354
675   352 323
45,000   44,746 254
485   417 68
1,502   429 1,073
242   209 33
544   155 389
1,097   1,070 27
361   313 48
3,653   914 2,739
409   116 293
406   116 290
677   194 483
626   494 132
156   123 33
405   116 289
1,088   860 228
3,116   891 2,225
231   182 49
269   77 192
1,092   833 259
78   59 19
1,229   349 880
1,097   310 787
1,517   426 1,091
1,668   452 1,216
810   223 587
2,285   2,354 -69
3,053   2,931 122
545   149 396
1,310   1,243 67
1,506   409 1,097
857   794 63
5,351   4,705 646
1,166   1,099 67
1,291   1,124 167
271   74 197
31   30 1
1,170   714 456
134   37 97
1,145   675 470
135   37 98
816   710 106
409   240 169
1,080   297 783
4,896   2,940 1,956
440   261 179
265   74 191
1,632   1,420 212
930   260 670
2,152   1,820 332
3,431   3,550 -119
4,377   3,696 681
5,230   4,400 830
3,305   3,357 -52
1,848   1,842 6
761   719 42
683   637 46
762   715 47
1,041   952 89
944   951 -7
1,889   1,901 -12
35     35
3,290   3,209 81
1,360   1,416 -56
2,957   2,519 438
1,346   1,216 130
673   702 -29
764   590 174
1,404   1,290 114
923   699 224
305   232 73
445   348 97
366   290 76
295   232 63
160     160
3,025   2,531 494
605   485 120
148   116 32
593   465 128
842   789 53
613   553 60
10,000   9,833 167
311   276 35
311   223 88
1,633   1,262 371
4,110   2,665 1,445
3,422   2,963 459
3,177   2,469 708
2,910   2,801 109
1,900   1,696 204
1,051   931 120
843   735 108
1,053   902 151
873   614 259
4,270   3,569 701
2,306   2,254 52
5,625   4,221 1,404
10,949   10,796 153
41   42 -1
2,966   1,592 1,374
3,335   2,938 397
3,545   2,612 933
5,628   4,208 1,420
571   448 123
3,998   3,302 696
2,237   2,521 -284
1,193   1,346 -153
2,708   1,854 854
1,300   1,186 114
2,469   2,255 214
3,978   3,277 701
62   46 16
5,673   4,558 1,115
2,881   2,788 93
4,199   3,114 1,085
2,627   2,469 158
5,487   5,462 25
3,440   2,061 1,379
3,383   2,055 1,328
4,816   6,014 -1,198
4,705   4,305 400
373   322 51
5,855   4,797 1,058
2,629   2,461 168
17   17  
6,518   5,314 1,204
2,800   2,761 39
2,197   1,627 570
2,312   1,952 360
6,511   4,439 2,072
1,252   672 580
5,170   4,994 176
3,448   2,439 1,009
2,375   2,186 189
4,738   3,766 972
6,070   5,222 848
4,701   6,708 -2,007
3,882   3,292 590
3,233   3,280 -47
4,949   4,811 138
1,719   1,696 23
922   906 16
3,530   3,451 79
4,803   3,411 1,392
2,275   2,121 154
5,562   3,575 1,987
2,856   2,195 661
2,843   474 2,369
3,362   2,938 424
3,354   1,745 1,609
5,364   4,088 1,276
2,307   1,786 521
2,163   1,678 485
3,297   3,666 -369
5,078   3,367 1,711
6,273   5,083 1,190
5,444   4,136 1,308
3,258   3,058 200
4,292   3,212 1,080
2,513   2,081 432
5,594   5,027 567
3,518   1,171 2,347
3,464   1,167 2,297
5,393   6,449 -1,056
5,078   4,362 716
4,746   3,656 1,090
1,024   781 243
2,598   2,334 264
6,413   5,250 1,163
2,577   2,502 75
4,546   3,340 1,206
6,909   4,293 2,616
6,546   3,531 3,015
132,608   343 132,265
5,733   4,006 1,727
4,493   3,577 916
5,905   4,995 910
3,099   4,148 -1,049
1,511   2,001 -490
3,746   3,222 524
3,206   3,014 192
4,138   2,782 1,356
828   794 34
1,777   1,372 405
826   504 322
7,036   5,432 1,604
236   144 92
234   144 90
467   288 179
701   429 272
693   516 177
700   516 184
391   286 105
9,012   7,027 1,985
156   115 41
5,453   4,246 1,207
154   115 39
230   172 58
154   115 39
232   172 60
965   628 337
156   115 41
1,129   683 446
388   286 102
888   537 351
683   478 205
293   205 88
303   229 74
682   478 204
151   115 36
299   229 70
295   229 66
364   286 78
510   401 109
863   687 176
28,874   30,033 -1,159
29,353   30,201 -848
632   390 242
25,604   22,006 3,598
4,284   4,068 216
633   390 243
29,888   24,709 5,179
30,219   24,892 5,327
957   585 372
30,327   24,803 5,524
803   488 315
18,934   15,541 3,393
3,255   2,509 746
1,694   1,310 384
4,297   3,317 980
2,309   1,784 525
653   390 263
40,000   32,776 7,224
838   697 141
2,901   2,507 394
85,000   67,243 17,757
38,582   238 38,344
916   284 632
826   836 -10
805   93 712
680   684 -4
455   456 -1
531   454 77
686   583 103
757   643 114
720   439 281
1,269   780 489
723   439 284
1,609   1,125 484
726   439 287
2,238   1,554 684
1,269   780 489
693   439 254
1,000   634 366
1,807   1,237 570
136     136
2,981   1,854 1,127
1,892   1,171 721
130,000   143,581 -13,581
35,000   27,044 7,956
1,139   745 394
80   40 40
453   298 155
1,544   1,040 504
2,156   1,321 835
4,572   2,908 1,664
1,081   661 420
386,193   57,190 329,003
245,351   245,257 94
329,292   48,583 280,709
531   458 73
596   515 81
58,679   8,421 50,258
526   458 68
1,509   598 911
328   286 42
201   80 121
1,507   594 913
39,279   43,835 -4,556
907   355 552
49,313   54,664 -5,351
504   197 307
59,019   65,180 -6,161
604   236 368
31,757   35,019 -3,262
404   158 246
505   197 308
505   197 308
1,788   1,028 760
3,205   313 2,892
912   355 557
1,792   1,028 764
2,705   2,007 698
440   343 97
193,069   35,170 157,899
219   171 48
102,799   14,987 87,812
217   171 46
3,757   551 3,206
1,267   1,202 65
1,178   934 244
321,275   46,717 274,558
35     35
215   169 46
2,832   2,682 150
218   169 49
693   664 29
855   825 30
213   168 45
573   545 28
107   84 23
320   251 69
533   489 44
214   167 47
70,000   69,582 418
3,237   2,690 547
214   165 49
7,969     7,969
35,097   185 34,912
543   413 130
5   6 -1
1,213   880 333
3,438   1,513 1,925
1,948   1,772 176
3,363   347 3,016
636   636  
1,322   1,336 -14
2,385   1,934 451
2,737   1,366 1,371
1,557   591 966
3,912   2,635 1,277
3,122   2,289 833
1,153   1,425 -272
1,670   2,044 -374
3,221   2,184 1,037
5,132   3,297 1,835
1,369   1,333 36
1,605   1,927 -322
3,069   2,956 113
2,098   1,690 408
912   728 184
2,154   555 1,599
2,121   553 1,568
4,237   3,755 482
3,497   2,845 652
3,913   2,576 1,337
1,728   1,490 238
1,453   1,282 171
3,600   2,986 614
2,668   1,863 805
1,391   1,143 248
1,565   1,533 32
5,133   2,421 2,712
3,902   2,437 1,465
3,869   3,508 361
4,831   3,176 1,655
2,389   2,471 -82
1,609   1,680 -71
2,303   1,968 335
2,322   2,115 207
486   300 186
335   239 96
2,539   99 2,440
111   80 31
254,318   49,168 205,150
      41,322
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       42
b       1,638
c       32
d       52
e       12
      31
      12
      2,546
      949
      557
      2,543
      227
      157
      54
      74
      86
      82
      72
      227
      30
      2,142
      437
      1,211
      455
      91
      36
      196
      193
      152
      42
      33
      201
      136
      6
      219
      208
      354
      323
      254
      68
      1,073
      33
      389
      27
      48
      2,739
      293
      290
      483
      132
      33
      289
      228
      2,225
      49
      192
      259
      19
      880
      787
      1,091
      1,216
      587
      -69
      122
      396
      67
      1,097
      63
      646
      67
      167
      197
      1
      456
      97
      470
      98
      106
      169
      783
      1,956
      179
      191
      212
      670
      332
      -119
      681
      830
      -52
      6
      42
      46
      47
      89
      -7
      -12
      35
      81
      -56
      438
      130
      -29
      174
      114
      224
      73
      97
      76
      63
      160
      494
      120
      32
      128
      53
      60
      167
      35
      88
      371
      1,445
      459
      708
      109
      204
      120
      108
      151
      259
      701
      52
      1,404
      153
      -1
      1,374
      397
      933
      1,420
      123
      696
      -284
      -153
      854
      114
      214
      701
      16
      1,115
      93
      1,085
      158
      25
      1,379
      1,328
      -1,198
      400
      51
      1,058
      168
       
      1,204
      39
      570
      360
      2,072
      580
      176
      1,009
      189
      972
      848
      -2,007
      590
      -47
      138
      23
      16
      79
      1,392
      154
      1,987
      661
      2,369
      424
      1,609
      1,276
      521
      485
      -369
      1,711
      1,190
      1,308
      200
      1,080
      432
      567
      2,347
      2,297
      -1,056
      716
      1,090
      243
      264
      1,163
      75
      1,206
      2,616
      3,015
      132,265
      1,727
      916
      910
      -1,049
      -490
      524
      192
      1,356
      34
      405
      322
      1,604
      92
      90
      179
      272
      177
      184
      105
      1,985
      41
      1,207
      39
      58
      39
      60
      337
      41
      446
      102
      351
      205
      88
      74
      204
      36
      70
      66
      78
      109
      176
      -1,159
      -848
      242
      3,598
      216
      243
      5,179
      5,327
      372
      5,524
      315
      3,393
      746
      384
      980
      525
      263
      7,224
      141
      394
      17,757
      38,344
      632
      -10
      712
      -4
      -1
      77
      103
      114
      281
      489
      284
      484
      287
      684
      489
      254
      366
      570
      136
      1,127
      721
      -13,581
      7,956
      394
      40
      155
      504
      835
      1,664
      420
      329,003
      94
      280,709
      73
      81
      50,258
      68
      911
      42
      121
      913
      -4,556
      552
      -5,351
      307
      -6,161
      368
      -3,262
      246
      308
      308
      760
      2,892
      557
      764
      698
      97
      157,899
      48
      87,812
      46
      3,206
      65
      244
      274,558
      35
      46
      150
      49
      29
      30
      45
      28
      23
      69
      44
      47
      418
      547
      49
      7,969
      34,912
      130
      -1
      333
      1,925
      176
      3,016
       
      -14
      451
      1,371
      966
      1,277
      833
      -272
      -374
      1,037
      1,835
      36
      -322
      113
      408
      184
      1,599
      1,568
      482
      652
      1,337
      238
      171
      614
      805
      248
      32
      2,712
      1,465
      361
      1,655
      -82
      -71
      335
      207
      186
      96
      2,440
      31
      205,150
       
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 1,835,514
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 685,062 4,497,017 0.152337
2012 561,978 2,889,676 0.194478
2011 850,163 3,449,780 0.24644
2010 1,309,544 3,136,858 0.41747
2009 1,162,553 3,496,246 0.332515
2 Total of line 1, column (d) ...................... 2 1.34324
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 0.268648
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,027,920
5 Multiply line 4 by line 3....................... 5 1,350,741
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 18,827
7 Add lines 5 and 6......................... 7 1,369,568
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,361,285
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 37,655
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 37,655
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 37,655
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 26,728
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 56,728
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 154
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 18,919
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet18,919 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    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 ofbulletEARL L LINEHAN Telephone no.bullet (410) 494-8977
    Located atbullet515 FAIRMOUNT AVETOWSONMD ZIP+4bullet21286
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    DARIELLE D LINEHAN PRESIDENT
    0
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    EARL L LINEHAN SECTY/TREAS
    0
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    DEBBIE FINNELL ASST SECRETARY
    0
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    JOHN D LINEHAN TRUSTEE
    0
    0    
    6 BETTY BUSH LANE
    BALTIMORE,MD21212
    BRENDAN E LINEHAN TRUSTEE
    0
    0    
    1177 WEST LOOP AVENUE
    AUSTIN,TX78703
    CHARLES M LINEHAN TRUSTEE
    0
    0    
    4732 17TH STREET
    SAN FRANCISCO,CA94117
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,921,118
    b
    Average of monthly cash balances.......................
    1b
    183,369
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,104,487
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,104,487
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    76,567
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,027,920
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    251,396
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    251,396
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    37,655
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,655
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    213,741
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    213,741
    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
    213,741
    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
    1,361,285
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,361,285
    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
    1,361,285
    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 7 213,741
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 1,162,728
    b From 2010....... 1,156,389
    c From 2011....... 698,416
    d From 2012....... 427,185
    e From 2013....... 495,770
    fTotal of lines 3a through e......... 3,940,488
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,361,285
    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..... 213,741
    e Remaining amount distributed out of corpus 1,147,544
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,088,032
    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) ...
    1,162,728
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    3,925,304
    10 Analysis of line 9:
    a Excess from 2010.... 1,156,389
    b Excess from 2011.... 698,416
    c Excess from 2012.... 427,185
    d Excess from 2013.... 495,770
    e Excess from 2014.... 1,147,544
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    UMBC FOUNDATION
    1000 HILLTOP CIRCLE
    Baltimore,MD21250
    NONE PUBLIC CHARITY LINEHAN ARTIST SCHOLARS 700,000
    GUADALUPE CENTER
    1015 AVENIDA CESAR E CHAVEZ
    Kansas City,MO64108
    NONE PUBLIC CHARITY GENERAL 27,000
    SWIM ACROSS AMERICA-BALTIMORE
    14 WILLOW AVENUE
    Towson,MD21286
    NONE PUBLIC CHARITY 1ST PAYMENT ON COMMITMENT 5,000
    AEMS ALLIANCE INC
    175 W OSTEND STREET STE A-3
    Baltimore,MD21230
    NONE PUBLIC CHARITY GENERAL 1,500
    MARYLAND HISTORICAL SOCIETY
    201 WEST MONUMENT STREET
    Baltimore,MD21201
    NONE PUBLIC CHARITY GENERAL 500
    CALVERT SCHOOL
    105 TUSCANY ROAD
    Baltimore,MD21210
    NONE PUBLIC CHARITY ANNUAL FUND 1,100
    THE TISBURY SCHOOL
    40 WEST WILLIAM STREET
    Vineyard Haven,MA02568
    NONE PUBLIC CHARITY GENERAL 250
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    Baltimore,MD212183898
    NONE PUBLIC CHARITY GENERAL 2,000
    ST MARY'S SEMINARY & UNIVERSITY
    5400 ROLAND AVENUE
    Baltimore,MD212101994
    NONE PUBLIC CHARITY ANNUAL FUND 1,000
    CASCIA HALL FOUNDATION
    2520 S YORKTOWN AVENUE
    Tulsa,OK741142803
    NONE PUBLIC CHARITY CLASS OF 1958 SCHOLARSHIP 1,000
    ARCHDIOCESE OF BALTIMORE
    ATTN PATRICK MADDEN
    320 CATHEDRAL STREET
    Baltimore,MD212014421
    NONE PUBLIC CHARITY CARDINAL'S LENTEN APPEAL 25,000
    CATHOLIC RELIEF SERVICES
    PO BOX 17090
    Baltimore,MD212037090
    NONE PUBLIC CHARITY TRIPLE IMPACT IN THE 53,725
    CATHOLIC CHARITIES
    320 CATHEDRAL STREET
    Baltimore,MD212014421
    NONE PUBLIC CHARITY 2013 LEADERSHIP BREAKFAST 10,000
    KENNEDY KRIEGER INSTITUTE
    707 N BROADWAY
    Baltimore,MD21205
    NONE PUBLIC CHARITY ROAR - FRANKIE'S FRIENDS 1,000
    HARVARD UNIVERSITY
    124 MOUNT AUBURN STREET
    Cambridge,MA02138
    NONE PUBLIC CHARITY PARENTS FUND 5,000
    GILMAN SCHOOL
    5407 ROLAND AVENUE
    Baltimore,MD21210
    NONE PUBLIC CHARITY RALPH N. ''BO'' WILLIS 12,500
    CRISTO REY JESUIT HIGH SCHOOL
    1852 W 22ND PLACE
    Chicago,IL60608
    NONE PUBLIC CHARITY GENERAL 8,500
    V-LINC
    2301 ARGONNE DRIVE
    Baltimore,MD21218
    NONE PUBLIC CHARITY GENERAL 750
    SHARE FOUNDATION
    2425 COLLEGE AVENUE
    Berkeley,CA94704
    NONE PUBLIC CHARITY GENERAL 500
    INST OF CHRISTIAN & JEWISH STUDIES
    956 DULANEY VALLEY ROAD
    Baltimore,MD21204
    NONE PUBLIC CHARITY GENERAL 750
    JUBILEE BALTIMORE INC
    1228 N CALVERT STREET
    Baltimore,MD212023909
    NONE PUBLIC CHARITY GENERAL 500
    ENOCH PRATT FREE LIBRARY
    400 CATHEDRAL STREET
    Baltimore,MD212014484
    NONE PUBLIC CHARITY GENERAL 3,100
    CAVES VALLEY GOLF CLUB FOUNDATION
    2910 BLENDON RD
    Owings Mills,MD21117
    NONE PUBLIC CHARITY 2ND HALF INSTALLMENT OF 5,000
    BALTIMORE COUNCIL ON FOREIGN AFFAIR
    401 E PRATT STREET STE 1611
    Baltimore,MD212023014
    NONE PUBLIC CHARITY ROCHE FUND 410
    UNIVERSITY OF NOTRE DAME
    405 MAIN BUILDING
    Notre Dame,IN46556
    NONE PUBLIC CHARITY ARTS AND LETTERS SUMMER 25,000
    INSTITUTE OF NOTRE DAME
    901 N AISQUITH STREET
    Baltimore,MD212025499
    NONE PUBLIC CHARITY GENERAL 55,000
    BALTIMORE SCHOOL OF ARTS FOUNDATION
    712 CATHEDRAL STREET
    Baltimore,MD21201
    NONE PUBLIC CHARITY DIRECTORS CIRCLE 3,500
    WALTERS ART MUSEUM
    600 N CHARLES STREET
    Baltimore,MD21201
    NONE PUBLIC CHARITY GENERAL 2,500
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    Baltimore,MD21201
    NONE PUBLIC CHARITY GENERAL 3,000
    CHILDREN'S SCHOLARSHIP FUND BALT
    8 W 38TH STREET 9TH FLOOR
    New York,NY10018
    NONE PUBLIC CHARITY GENERAL 2,000
    THE FAMILY TREE
    2108 N CHARLES STREET
    Baltimore,MD21218
    NONE PUBLIC CHARITY GENERAL 7,500
    HIGH ZERO FOUNDATION INC
    3618 FALLS ROAD 3RD FLOOR
    Baltimore,MD21211
    NONE PUBLIC CHARITY GENERAL 1,500
    EASTER SEALS
    1420 SPRING STREET
    Silver Spring,MD20910
    NONE PUBLIC CHARITY GENERAL 450
    JOHNS HOPKINS MEDICINE
    100 NORTH CHARLES STREET
    Baltimore,MD21201
    NONE PUBLIC CHARITY GENERAL 1,000
    FRANCISCAN CENTER
    101 WEST 23RD STREET
    Baltimore,MD212185607
    NONE PUBLIC CHARITY IN MEMORY OF MARY L FETTING 1,500
    BOOTS FOR BALTIMORE
    5603 N CHARLES ST
    Baltimore,MD212102006
    NONE PUBLIC CHARITY GENERAL 500
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES ST 5TH FLOOR
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 35,000
    BMORE CLUBHOUSE
    5 EAST READ ST
    BALTIMORE,DE21202
    NONE PUBLIC CHARITY GENERAL 1,000
    American Visionary Art Museum
    800 KEY HIGHWAY
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY SILVER EXHIBITION HONOR 1,000
    CATCH A LIFT
    PO BOX 39622
    BALTIMORE,MD21212
    NONE PUBLIC CHARITY GENERAL 500
    UNITED STATES SENIOR GOLF ASSN
    PO BOX 708
    FAR HILLS,NJ07931
    NONE PUBLIC CHARITY GENERAL 250
    JOBS HOUSING & RECOVERY
    2113 E OLIVER ST
    BALTIMORE,MD21213
    NONE PUBLIC CHARITY GENERAL 10,000
    CREATIVE ALLIANCE COUNCIL
    3134 EASTERN AVENUE
    BALTIMORE,MD21224
    NONE PUBLIC CHARITY GENERAL 500
    ALLIANCE FOR CATHOLIC EDUCATION
    107 CAROLE SANDNER HALL
    NOTRE DAME,IN46556
    NONE PUBLIC CHARITY ANNUAL GIVING 60,000
    BALTIMORE SQUASH WISE
    3600 CLIPPER MILL ROAD
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY TEAM HOPOKRARKIGASP 1,000
    COLLEGE BOUND FOUNDATION
    300 WATER STREET 300
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 1,000
    FREE STATE LEGAL PROJECT
    1111 N CHARLES ST
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 2,500
    FREEDOM GOLF ASSOCIATION
    504 BURR RIDGE CLUB DRIVE
    BURR RIDGE,IL60527
    NONE PUBLIC CHARITY GENERAL 5,000
    GREATER BALTIMORE CULTURAL ALLIANCE
    1800 N CHARLES ST
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 6,000
    GREENE STREET FRIENDS SCHOOL
    5511 GREENE STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC CHARITY GENERAL 25,000
    HOUSE OF RUTH MARYLAND
    2201 ARGONNE DRIVE
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 1,500
    IGNATIAN LAY VOLUNTEER CORP
    801 ST PAUL ST
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 500
    ISLAND HOUSING TRUST
    346 STATE ROAD
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 3,500
    MERCY SOCIETY
    345 ST PAUL PLACE
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 5,000
    MOUNT VERNON PLACE CONSERVANCY
    901 SOUTH BOND STREET
    BALTIMORE,MD21231
    NONE PUBLIC CHARITY FIRST PLEDGE PAYMENT 15,000
    ST ELIZABETHS SCHOOL
    801 ARGONNE DRIVE
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 1,000
    THE ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY ASPEN LEAF SOCIETY 5,000
    THE HUNGER PROJECT
    5 UNION SQUARE WEST
    NEW YORK,NY10003
    NONE PUBLIC CHARITY GENERAL 1,250
    UNITED WAY OF CAPE COD
    749 MAIN STREET
    HYANNIS,MA02601
    NONE PUBLIC CHARITY GENERAL 5,000
    TEACH FOR AMERICA
    2601 N HOIWARTD ST
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 12,500
    WOMEN'S EDUCATION ALLIANCE
    308 WEST JOPPA ROAD
    TOWSON,MD21204
    NONE PUBLIC CHARITY GENERAL 2,500
    CYSTIC FIBROSIS FOUNDATION
    10626 YORK ROAD
    COCKEYSVILLE,MD21030
    NONE PUBLIC CHARITY GENERAL 1,500
    SAINT AGNES FOUNDATION
    900 CATON AVENUE
    BALTIMORE,MD21229
    NONE PUBLIC CHARITY GENERAL 5,000
    SISTERS ACADEMY OF BALTIMORE
    139 1ST AVENUE
    BALTIMORE,MD21227
    NONE PUBLIC CHARITY GENERAL 10,000
    SALESIAN HIGH SCHOOL
    148 E MAIN STREET
    NEW ROCHELLE,NY10801
    NONE PUBLIC CHARITY GENERAL 2,500
    SMART
    2085 VAN NESS AVENUE
    SAN FRANCISCO,CA94109
    NONE PUBLIC CHARITY GENERAL 10,000
    COMMUNITY FOUNDATION OF HARFORD CO
    124 N MAIN STREET
    BEL AIR,MD21014
    NONE PUBLIC CHARITY GENERAL 500
    ABA FUND FOR JUSTICE AND EDUCATION
    321 N CLARK STREET 21ST FLOOR
    CHICAGO,IL60654
    NONE PUBLIC CHARITY GENERAL 5,000
    MERCY HEALTH FOUNDATION
    301 ST PAUL PLACE
    BALTIMORE,MD212022102
    NONE PUBLIC CHARITY HELPING HANDS 1,000
    CRISTO REY JESUIT HIGH SCHOOL
    1852 W 22ND PLACE
    Chicago,IL60608
    NONE PUBLIC CHARITY LACROSSE VIDEO 25,500
    GBMC
    6701 N CHARLES STREET
    TOWSON,MD21204
    NONE PUBLIC CHARITY 3ND PAYMENT-SPIRITUAL 5,000
    FARM NECK FOUNDATION
    PO BOX 1656
    OAK BLUFFS,MA025571656
    NONE PUBLIC CHARITY GENERAL 250
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    NONE PUBLIC CHARITY GENERAL 500
    BALTIMORE CURRICULUM PROJECT
    2707 E FAYETTE STREET
    BALTIMORE,MD21224
    NONE PUBLIC CHARITY GENERAL 1,000
    SHERIFF'S MEADOW FOUNDATION
    57 DAVID AVENUE
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY ANNUAL FUND 3,000
    ST IGNATIUS CHURCH
    740 N CALVERT STREET
    Baltimore,MD21202
    NONE PUBLIC CHARITY LITURGICAL MUSIC 85,000
    ENTERPRISE COMMUNITY PARTNERS
    American City Building
    10227 WINCOPIN CIRCLE
    Columbia,MD21044
    NONE PUBLIC CHARITY GENERAL 500
    OUTWARD BOUND BALTIMORE
    PO BOX 62161
    Baltimore,MD212642161
    NONE PUBLIC CHARITY GENERAL 5,000
    BALTIMORE COMMUNITY FOUNDATION
    2 EAST REED STREET 9TH FLOOR
    Baltimore,MD21202
    NONE PUBLIC CHARITY BALT CITY COLLEGE SPEECH 6,000
    OPEN SOCIETY INSTITUTE-BALTIMORE
    201 NORTH CHARLES ST1300
    Baltimore,MD21201
    NONE PUBLIC CHARITY PLEDGE PAYMENT #3 10,000
    CENTER STAGE
    700 NORTH CALVERT STREET
    Baltimore,MD21202
    NONE PUBLIC CHARITY GENERAL 3,500
    ASS OF BALTIMORE AREA GRANTMAKERS
    2 EAST READ STREET 2ND FLOOR
    Baltimore,MD21202
    NONE PUBLIC CHARITY MEMBERSHIP RENEWAL & 2,500
    CHESAPEAKE CONSERVANCY
    716 GIDDINGS AVENUE
    ANNAPOLIS,MD21403
    NONE PUBLIC CHARITY GENERAL 1,000
    CAMP JABBERWOCKY
    200 GREENWOOD AVENUE
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 1,000
    CARMELITE SISTERS OF BALTIMORE
    1318 DULANEY VALLEY RD
    TOWSON,MD21204
    NONE PUBLIC CHARITY GENERAL 5,000
    Total .................................bullet 3a 1,361,285
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 45,500  
    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 -47,354  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPASSTHRU DIV & INT     14 248  
    bPASSTHRU ST CAP GN     18 333  
    cPASSTHRU LT CAP GN     18 12,955  
    dPASSTHRU OTHER INC     41 1,878  
    e
    12 Subtotal. Add columns (b), (d), and (e)..   13,560  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1313,560
    (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
    LINEHAN FAMILY FOUNDATION INC
     
    Employer identification number

    52-1853307
    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
    LINEHAN FAMILY FOUNDATION INC
     
    Employer identification number

    52-1853307
    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
     
     

    EARL L LINEHAN  
    515 FAIRMOUNT AVENUE
     
    TOWSON, MD21286

    $2,191,525


    (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
    LINEHAN FAMILY FOUNDATION INC
     
    Employer identification number

    52-1853307
    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
    2,142 SHS SERVICENOW INC 900 SHS TABLEAU SOFTWARE INC 155,000 SHS STONERIDGE INC 1,010 SHS GROUPON I $ 2,191,525 2014-03-07
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (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
    LINEHAN FAMILY FOUNDATION INC
     
    Employer identification number

    52-1853307
    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 InvestmentsCorpBondsSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 175,418 176,649

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,463,408 3,650,174

    TY 2014 InvestmentsOtherSchedule2
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PASSTHROUGH ENTITIES AT COST 308,348 314,622
    OTHER INVESTMENTS AT COST 1,267,893 1,701,712

    TY 2014 OtherExpensesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEDUCTS FROM PASSTHRU ENTITIES 1,834 1,834   0


    TY 2014 OtherIncomeSchedule2
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DIV AND INT FROM PASSTHROUGH ENTITIES 248 248  
    ST CPTL GAINS FROM PASSTHROUGH ENTITIES 333 333  
    LT CPTL GAINS FROM PASSTHROUGH ENTITIES 12,955 12,955  
    OTHER INCOME FROM PASSTHROUGH ENTITIES 1,878 1,878  


    TY 2014 OtherIncreasesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 9,272 9,272    


    TY 2014 TaxesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN: 52-1853307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 445 445   0
    FEDERAL EXCISE TAX 23,786 0   0
    QUARTERLY TAX DEPOSIT 8,940 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,786 1,786   0
    FOREIGN TAXES ON NONQUALIFIED 347 347   0