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
The Midvale Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-8678873
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,758,599J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 73 73  
4 Dividends and interest from securities...... 122,461 122,461  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 461,214
b Gross sales price for all assets on line 6a 2,201,413
7 Capital gain net income (from Part IV, line 2)... 521,221
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 583,748 643,755  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 23,794 23,794    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,912 528    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,740 217   23,523
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,446 24,539   23,523
25 Contributions, gifts, grants paid........ 189,000 189,000
26 Total expenses and disbursements. Add lines 24 and 25 241,446 24,539   212,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 342,302
b Net investment income (if negative, enter -0-) 619,216
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.......... 549,910 178,147 178,147
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)........ 2,758,917 Click to see attachment3,585,021 4,374,250
c Investments—corporate bonds (attach schedule)........ 312,454 Click to see attachment200,415 206,202
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,621,281 3,963,583 4,758,599
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,621,281 3,963,583
30 Total net assets or fund balances (see instructions)...... 3,621,281 3,963,583
31 Total liabilities and net assets/fund balances (see instructions).. 3,621,281 3,963,583
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 3,621,281
2 Enter amount from Part I, line 27a..................... 2 342,302
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,963,583
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,963,583
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,201,413   1,680,192 521,221
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       521,221
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 521,221
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 189,697 4,281,713 0.044304
2012 192,789 3,905,149 0.049368
2011 188,939 3,913,461 0.048279
2010 178,549 3,804,097 0.046936
2009 139,249 3,524,413 0.03951
2 Total of line 1, column (d) ...................... 2 0.228397
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 0.045679
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,660,363
5 Multiply line 4 by line 3....................... 5 212,881
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,192
7 Add lines 5 and 6......................... 7 219,073
8 Enter qualifying distributions from Part XII, line 4.............. 8 212,523
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 12,384
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 12,384
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,384
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,300
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 3,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 9,084
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
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)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........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
    Matthew Hintsa VP / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael Hintsa VP / Dir
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Moira Hintsa Pres / Dir / Sec
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,455,439
    b
    Average of monthly cash balances.......................
    1b
    275,894
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,731,333
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,731,333
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,970
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,660,363
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    233,018
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    233,018
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    12,384
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,384
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    220,634
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    220,634
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    220,634
    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
    212,523
    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
    212,523
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    212,523
    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 7 220,634
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 207,486
    b Total for prior years:2012, 2011, 2010  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 212,523
    a Applied to 2013, but not more than line 2a 207,486
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 5,037
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		215,597
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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
    ADAM J LEWIS PRESCHOOL INC
    246 LENOX AVE
    BRIDGEPORT,CT06605     		N/A PC General & Unrestricted 15,000
    ADAM J LEWIS PRESCHOOL INC
    246 LENOX AVE
    BRIDGEPORT,CT06605     		N/A PC graphic design Fund 3,500
    BUILDERS BEYOND BORDERS
    8 WILLARD RD
    NORWALK,CT06851     		N/A PC General & Unrestricted 1,000
    CHARLES RIVER WATERSHED ASSOCIATION INC
    190 PARK RD
    WESTON,MA02493     		N/A PC General & Unrestricted 500
    CONGO LEADERSHIP INITIATIVE
    24 BRIAR HILL RD
    ORCHARD PARK,NY14127     		N/A PC General & Unrestricted 500
    CORNELL DAILY SUN ALUMNI ASSOCIATION INC
    401 E STATE ST STE 500
    ITHACA,NY14850     		N/A PC General & Unrestricted 1,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Cornell Plantations Division 3,500
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Herbert F. Johnson Museum of Art 500
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC School of Hotel Administration 500
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Student Life 500
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Herbert F. Johnson Museum of Art annual Fund 50,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Sphinx Head Society Fund 1,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Herbert F. Johnson Museum of Art technology enhancement program 35,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Prison Education Program 2,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Arts and Sciences Sesquicentennial History Project 10,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURGH,PA15251     		N/A PC Cornell Plantations 500
    CREATIVE COMMONS CORPORATION
    171 2ND ST STE 300
    SAN FRANCISCO,CA94105     		N/A PC General & Unrestricted 500
    GREENS FARMS ACADEMY INC
    PO BOX 998
    GREENS FARMS,CT06838     		N/A PC General & Unrestricted 16,500
    HOMES WITH HOPE INC
    49 RICHMONDVILLE AVE STE 112
    WESTPORT,CT06880     		N/A PC General & Unrestricted 11,000
    HORIZONS AT GREENS FARMS ACADEMY
    35 BEACHSIDE AVE
    GREEN FARMS,CT06436     		N/A PC General & Unrestricted 4,000
    NARRAGANSETT HISTORICAL SOCIETY
    PO BOX 418
    NARRAGANSETT,RI02882     		N/A PC General & Unrestricted 500
    ONE BALL ONE VILLAGE INC
    16132 CARDEN DR
    ODESSA,FL33556     		N/A PC General & Unrestricted 5,000
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		N/A PC General & Unrestricted 11,500
    SOUTH COUNTY HOSPITAL HEALTHCARE SYSTEM ENDOWMENT
    100 KENYON AVE
    WAKEFIELD,RI02879     		N/A PC Campaign for Cancer 10,000
    THE FINGER LAKES LAND TRUST INC
    202 E COURT ST
    ITHACA,NY14850     		N/A PC General & Unrestricted 2,000
    TOWN OF NARRAGANSETT
    25 5TH AVE
    NARRAGANSETT,RI02882     		N/A PC Earls Court Water Tower/Griffins R Us Fund 2,000
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 189,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 73  
    4 Dividends and interest from securities....     14 122,461  
    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 .............     		    18 461,214  
    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)..   583,748  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13583,748
    (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

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

    TY 2014 DepreciationSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BANK-5.25%-6/24/18 25,000 27,254
    BARCLAYS BK- 3.75%- 12/13/2017 25,000 25,967
    GE CAPITAL CORP NOTE - 5.500% 25,000 25,058
    GOLDMAN SACHS - 4.00% - 01/31/ 24,600 24,882
    HSBC FINANCIAL CORP - 4.00% - 25,000 24,993
    ORACLE CORP - 5.250% - 01/15/2 50,814 52,395
    PRUDENTIAL INC. - 4.750% - 09/ 25,001 25,653

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 16,180 17,558
    ABBVIE INC. 20,235 23,558
    ACCENTURE PLC 15,840 16,969
    ACTAVIS PLC 15,497 16,474
    ADOBE SYSTEMS, INC. 13,078 14,540
    AFLAC INC. 15,940 17,105
    ALEXION PHARMACEUTICALS, INC. 6,485 7,031
    AMAZON COM 21,265 30,725
    AMGEN INC 8,208 9,557
    ANHEUSER BUSCH COS INC 13,025 13,815
    APACHE CORPORATION 26,179 18,488
    APPLE INC. 52,876 125,943
    AT&T, INC 4,172 4,031
    AVAGO TECHNOLOGIES LIMITED 10,484 24,142
    BAIRD CORE PLUS BD FD INSTI CL 41,706 41,152
    BANK OF AMERICA CORP 12,555 25,941
    BANK OF AMERICA CORP 7.250% CO 12,542 34,928
    BIOGEN IDEC INC 10,826 11,541
    BLACKROCK INC 21,709 35,756
    BNY MELLON CORPORATE BOND FD C 41,167 41,135
    BNY MELLON INTERNATIONAL EQ IN 75,000 72,268
    BRISTOL-MYERS SQUIBB CO 10,277 11,806
    CALIFORNIA RESOURCES CORPORATI 640 441
    CAPITAL ONE FINANCIAL CORP 43,337 59,436
    CARDINAL HEALTH INC. 15,128 16,146
    CATERPILLAR INC. 13,020 12,814
    CELANESE CORPORATION 8,405 14,390
    CELGENE CORP 13,778 14,989
    CENTERPOINT ENERGY 13,539 15,230
    CHEESECAKE FACTORY INC 5,815 6,037
    CHEVRON CORP 37,783 49,023
    CHUBB CORP 32,477 36,215
    CISCO SYSTEMS INC 20,712 23,647
    COMCAST CORP CL A 17,923 21,464
    COSTCO WHOLESALE CORPORATION 7,908 17,435
    CUMMINS INC 25,493 28,834
    CVS CAREMARK CORP. 16,638 45,747
    DANAHER CORP 18,500 29,999
    DIAGEO PLC ADS 11,527 17,114
    DODGE & COX INCOME FUND 35,600 35,420
    DOVER CORP 11,508 16,496
    DOW CHEMICAL PV 13,793 13,227
    DREYFUS HIGH YLD A 60,000 56,579
    DREYFUS INFLATION-ADJUSTED SEC 70,000 68,189
    DREYFUS NEWTON INTERNATIONAL E 75,000 72,898
    DREYFUS SELECT MANAGERS SMALL 35,000 34,181
    DREYFUS SMALL CO VALUE 25,000 24,222
    DUNKIN' BRANDS GROUP INC 12,110 17,060
    EATON CORP PLC 5,938 17,670
    ECOLAB INC 11,149 23,517
    ELECTRONIC ARTS 14,211 18,808
    EMC CORP-MASS 6,023 10,409
    EXPEDITORS INTL WASH INC. 13,202 15,614
    EXPRESS SCRIPTS HOLDING CO. 16,897 25,401
    EXXON MOBIL CORP 34,742 42,527
    FACEBOOK INC 21,906 22,626
    FIDELITY NATIONAL FINANCIAL IN 13,077 16,881
    FIDELITY SMALL CAP DISCOVRY 20,000 26,165
    FISERV INC 10,459 28,388
    GENERAL ELECTRIC CO 19,918 32,851
    GILEAD SCIENCES INC 3,883 16,118
    GOOGLE INC CL A 30,855 36,085
    GOOGLE INC CL C 22,178 27,899
    HALLIBURTON COMPANY 16,967 11,799
    HARLEY DAVIDSON INC. 12,026 13,841
    HARTFORD FINANCIALSERVICES GRO 15,321 17,510
    HCA INC 13,902 14,678
    HENDERSON EUROPEAN FOCUS FD CL 25,000 24,775
    HOME DEPOT INC. 5,364 17,845
    HONEYWELL INTERNATIONAL INC. 7,534 21,982
    HSBC HLDGS PLC PERPETUAL SUB C 18,948 21,184
    ILLINOIS TOOL WORKS 14,630 17,046
    INGERSOL-RAND PLC 10,925 22,187
    INTEL CORP 27,755 31,754
    INTERCONTINETAL EXCHANGE INC 24,432 26,315
    INTERNATIONAL BUSINESS MACHINE 13,635 20,055
    INVESCO PLC 23,668 24,898
    ISHARES BARCLAYS 1-3 YEAR TREA 38,050 38,003
    ITC HOLDINGS CORP 21,926 32,142
    JOHNSON & JOHNSON 19,111 31,371
    JOHNSON CONTROLS INC. 26,671 48,340
    JP MORGAN CHASE & CO 37,587 56,948
    KEYCORP NEW NON CUMULATIVE PER 13,007 13,052
    LABORATORY CORP AMER HLDGS 14,039 18,883
    LAM RESEARCH CORP 15,066 16,661
    LAS VEGAS SANDS CORP 12,104 11,632
    MAILLINCKRODT PLC 15,301 16,835
    MARATHON OIL CORP COM 14,566 13,296
    MATTHEWS PACIFIC TIGER FUND 9,754 11,514
    MEAD JOHNSON NUTRITI 14,698 15,383
    MELLON BOND FD CL M 120,857 120,762
    MELLON INTERMEDIATE BOND FUND 50,531 50,135
    MELLON INTERNATIONAL FD CL M 115,000 111,467
    MELLON MID CAP STK FD CL M 147,999 153,542
    MELLON ST US GOVT SEC FD CL M 35,000 34,737
    MERCK & CO INC. 12,323 18,173
    METLIFE INC PFD B - 6.500% 19,159 20,640
    METLIFE INC. 24,903 37,863
    MFS EMERGING MARKETS DEBT FUND 25,000 22,559
    MFS INTERNATIONAL VALUE I 40,000 52,716
    MICROSOFT CORPORATION 14,914 23,225
    MONDELEZ INTERNATIONAL INC 17,535 27,248
    MONSTER BEVERAGE CORP 17,586 19,936
    NUCOR CP 13,388 12,263
    OAKMARK INTERNATIONAL SMALL CA 25,000 23,436
    OCCIDENTAL PETROLEUM CORP 17,716 16,122
    OPPENHEIMER DEVELOPING MARKETS 20,295 20,006
    OPPENHEIMER SNR FLOATING RAT 30,175 29,061
    ORACLE CORP 13,237 28,106
    OUTFRONT MEDIA INC 13,571 12,585
    PEPSICO INC 35,297 50,590
    PETSMART INC. COM 6,991 24,390
    PFIZER INC. 9,051 14,329
    PHILIP MORRIS INTL 12,685 12,218
    PHILLIPS 66 11,035 10,755
    PIMCO 0-5 YEAR H/Y CORP BOND 59,903 57,977
    PNC FINANCIAL GROUP INC. 33,357 39,229
    PROCTER GAMBLE CO 28,347 41,446
    PVH CORP 13,164 14,611
    QUALCOMM INC 36,397 37,165
    SALESFORCE.COM 18,839 19,572
    SCHLUMBERGER LTD 36,096 40,997
    SEMPRA ENERGY COM 6,013 10,356
    SERVICE NOW 18,164 23,069
    SOUTHWESTERN ENERGY 28,338 23,333
    STATE STREET CORPORATION 14,953 25,905
    STERICYCLE INC 9,556 22,939
    STRATEGIC FDS, INC. DREYFUS SE 25,000 26,154
    SYMANTEC CORP 19,817 19,245
    T ROWE PRICE MID CAP VALUE 20,000 30,146
    T. ROWE PRICE MID-CAP GROWTH F 17,500 22,762
    TARGET CORPORATION 19,509 28,466
    TCW EMERGING MARKETS INCOME FU 35,000 33,072
    TE CONNECTIVITY LTD 17,957 20,240
    TEMPLETON GLOBAL BD 65,000 59,136
    THE HERSHEY COMPANY 12,320 12,264
    THERMO FISHER SCIENTIFIC INC 22,374 38,339
    TIME WARNER INC. 18,457 21,355
    TRAVELERS COMPANIES INC 17,024 37,048
    TWITTER INC 13,073 9,326
    UNDER ARMOUR INC 9,503 37,345
    UNION PACIFIC 3,491 15,963
    UNITED TECHNOLOGIES CORP 27,758 48,070
    VALERO ENERGY CORP 14,092 15,345
    VANGUARD FTSE EMERGING MARKETS 103,488 100,049
    VANGUARD GNMA FUND 17,295 18,695
    VANGUARD INTERMEDIATE-TERM COR 23,097 21,706
    VANGUARD STATEGIC EQUITY FUND 50,000 50,741
    VERIZON COMMUNICATIONS 9,827 11,414
    WALT DISNEY HOLDINGS CO. 9,449 10,361
    WELLS FARGO & CO. 13,960 24,121
    WHOLE FOODS MARKET, INC. 7,440 10,084
    YUM BRANDS INC 7,910 16,756

    TY 2014 OtherExpensesSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 23,498     23,498
    Bank Charges 217 217    
    State or Local Filing Fees 25     25


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 23,794 23,794    


    TY 2014 TaxesSchedule
    Name:
    The Midvale Foundation
    EIN: 20-8678873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2014 3,300      
    990-PF Excise Tax for 2013 1,084      
    Foreign Tax Paid 528 528