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 GEORGE W ANDREWS CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)2025 WIMBLEDON LANE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
UNION, KY41091
A Employer identification number

27-2236905
B Telephone number (see instructions)

(859) 384-7571
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$513,654
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 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 9,987 9,987  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 56,632
b Gross sales price for all assets on line 6a 331,173
7 Capital gain net income (from Part IV, line 2)... 56,632
8 Net short-term capital gain......... 25,385
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)....... 90 90  
12 Total. Add lines 1 through 11........ 66,709 66,709 25,385
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)......... 2,000     2,000
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,503 40    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 9,703 9,703    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,206 9,743   2,000
25 Contributions, gifts, grants paid........ 132,778 132,778
26 Total expenses and disbursements. Add lines 24 and 25 146,984 9,743   134,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -80,275
b Net investment income (if negative, enter -0-) 56,966
c Adjusted net income (if negative, enter -0-)... 25,385
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............... 34,096 25,034 25,034
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 468,707 Click to see attachment397,800 488,620
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 502,803 422,834 513,654
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......... 502,803 422,834
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)...... 502,803 422,834
31 Total liabilities and net assets/fund balances (see instructions).. 502,803 422,834
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)............... 1 502,803
2 Enter amount from Part I, line 27a..................... 2 -80,275
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 306
4 Add lines 1, 2, and 3.......................... 4 422,834
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. 6 422,834
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 62 SH ALLERGAN INC P 2014-04-08 2014-12-01
b 5 SH APPLE INC P 2013-07-26 2014-04-08
c 1 SH AUTOMATIC DATA PROC P 2014-04-08 2014-12-05
d 38 SH CDK GLOBAL INC P 2014-04-08 2014-11-07
e 76 SH EBAY INC P 2013-07-26 2014-04-08
193 SH EBAY INC P 2013-07-26 2014-05-09
147 SH FACEBOOK INC P 2013-07-30 2014-02-25
21 SH MASTERCARD INC P 2013-09-03 2014-04-08
2 SH NESTLE SA REP P 2014-05-14 2014-12-05
121 SH PRICE T ROWE GROUP INC P 2013-07-26 2014-04-11
98 SH QUALCOMM INC P 2014-04-08 2014-08-01
90 SH QUALCOMM INC P 2014-04-08 2014-09-22
4 SH REGENERON PHARMACTCLS P 2014-02-11 2014-04-08
1 SH REGENERON PHARMACTCLS P 2014-02-11 2014-12-05
60 SH STARBUCKS CORP P 2013-07-26 2014-04-08
58 SH TJX COS INC P 2013-12-04 2014-04-08
135 SH ABBOTT LABS P 2012-07-30 2014-04-08
2 SH ABBOTT LABS P 2012-07-30 2014-12-05
51 SH ACCENTURE PLC P 2012-11-16 2014-04-08
1 SH ACCENTURE PLC P 2012-11-16 2014-12-05
4 SH APPLE INC P 2013-07-26 2014-12-05
55 SH FASTENAL COMPANY P 2013-02-15 2014-04-08
1 SH FASTENAL COMPANY P 2013-02-15 2014-12-05
24 SH FACTSET RESH SYS INC P 2011-12-06 2014-04-08
1 SH FACTSET RESH SYS INC P 2011-12-15 2014-12-05
44 SH GARTNER INC P 2013-01-25 2014-04-08
1 SH GARTNER INC P 2013-01-25 2014-12-05
7 SH GOOGLE INC P 2011-10-27 2014-04-09
7 SH GOOGLE INC P 2011-10-27 2014-04-09
12 SH WW GRAINGER INCORP P 2012-10-16 2014-04-08
1 SH MASTERCARD INC P 2013-09-03 2014-12-05
66 SH NIKE INC P 2012-08-15 2014-04-08
1 SH NIKE INC P 2012-08-15 2014-12-05
134 SH ORACLE CORP P 2011-10-27 2014-04-08
3 SH ORACLE CORP P 2011-10-27 2014-12-05
108 SH PRICE T ROWE GROUP INC P 2013-07-26 2014-08-08
1 SH STARBUCKS CORP P 2013-07-26 2014-12-05
28 SH VISA INC P 2013-02-07 2014-04-08
2 SH VISA INC P 2013-02-07 2014-12-05
2 SH ALBEMARLE CORP P 2014-03-04 2014-04-09
35 SH ALCOA INC P 2013-09-19 2014-04-09
4 SH ANALOG DEVICES INC P 2013-07-26 2014-04-09
14 SH APPLIED MATERIAL INC P 2013-07-26 2014-04-09
1 SH BRANDYWNE RLTY P 2013-07-26 2014-04-09
73 SH BRANDYWNE RLTY P 2013-07-26 2014-05-27
5 SH BROADRIDGE FINL SOLUTIONS INC P 2013-07-26 2014-04-09
6 SH BABCOCK AND WILCOX COS P 2013-07-26 2014-04-09
4 SH CINEMARK HLDGS INC P 2013-07-26 2014-04-09
1 SH CLOROX CO P 2013-07-26 2014-04-09
6 SH DIEBOLD INC P 2013-07-26 2014-04-09
3 SH ENDURANCE SPECIALTY HLDG P 2013-07-26 2014-04-09
1 SH EXPEDITORS INTL WASH INC P 2013-08-14 2014-04-09
17 SH FIRST AMERICAN FINL CORP P 2013-07-26 2014-04-09
2 SH GRACE WR & CO P 2013-07-26 2014-04-09
3 SH HARTFORD FINL SVCS GROUP P 2014-01-29 2014-04-09
8 SH HCP INC P 2013-07-26 2014-04-09
7 SH HASBRO INC P 2013-07-26 2014-04-09
17 SH JANUS CAPITAL GROUP INC P 2013-07-26 2014-04-09
12 SH LEIDOS HOLDINGS INC P 2013-07-26 2014-04-09
2 SH NISCOURCE INC P 2013-07-26 2014-03-14
16 SH NISCOURCE INC P 2014-04-09 2014-08-08
1 SH REGAL ENTMT GROUP P 2013-07-26 2014-04-09
4 SH ROCKWELL COLLINS INC P 2013-07-26 2014-04-09
2 SH SCIENCE APPLICATIONS INTL CORP P 2013-07-26 2014-04-09
5 SH SONOCO PRODUCTS CO P 2013-07-26 2014-04-09
8 SH SUNTRUST BKS INC P 2013-07-26 2014-04-09
4 SH SYSCO CORPORATION P 2013-07-26 2014-04-09
13 SH ULTRA PETROLEUM CORP P 2013-07-26 2014-04-09
2 SH XCEL ENERGY INC P 2013-07-26 2014-04-09
27 SH AMERICAN CAP AGY CORP P 2011-10-27 2014-04-09
3 SH AVERY DENNISON CORP P 2011-10-27 2014-04-09
17 SH BROADRIDGE FINL SOLUTIONS INC P 2013-07-26 2014-08-19
15 SH BOSTON SCIENTIFIC CORP P 2012-01-25 2014-03-05
14 SH BOSTON SCIENTIFIC CORP P 2012-01-25 2014-04-09
1 SH CHUBB CORP P 2011-10-27 2014-04-09
6 SH CHUBB CORP P 2011-10-27 2014-08-07
6 SH CLOROX CO P 2013-07-26 2014-10-07
6 SH DUKE ENERGY CORP P 2011-10-27 2014-01-30
10 SH DUKE ENERGY CORP P 2011-10-27 2014-02-18
6 SH DUKE ENERGY CORP P 2012-03-28 2014-02-18
26 SH DIEBOLD INC P 2013-07-26 2014-09-02
7 SH ENTERGY CORP P 2011-10-27 2014-04-09
3 SH GENUINE PARTS CO P 2011-10-27 2014-04-09
5 SH KOHLS CORP P 2013-02-06 2014-04-09
1 SH M & T BANK CORPORATION P 2011-10-27 2014-04-09
4 SH M & T BANK CORPORATION P 2011-10-27 2014-10-29
6 SH MCKESSON CORPORATION P 2012-11-16 2014-04-09
5 SH MATTEL INC P 2011-10-27 2014-03-20
4 SH MATTEL INC P 2011-10-27 2014-04-09
13 SH NEW YORK CMNTY BANCORP P 2011-10-27 2014-04-09
4 SH NAT FUEL GAS CO P 2012-12-13 2014-04-09
6 SH SEMPRA ENERGY P 2011-10-27 2014-01-07
2 SH SEMPRA ENERGY P 2011-10-27 2014-04-09
6 SH SEMPRA ENERGY P 2011-10-27 2014-07-23
9 SH SEMPRA ENERGY P 2011-10-27 2014-12-23
1 SH SEMPRA ENERGY P 2011-11-16 2014-12-23
13 SH SCIENCE APPLICATIONS INTL CORP P 2013-07-26 2014-08-11
10 SH SONOCO PRODUCTS CO P 2013-07-26 2014-08-25
45 SH STAPLES INC P 2013-08-16 2014-12-03
39 SH TELEPHONE & DATA SYS INC P 2013-03-07 2014-10-29
4 SH ZIMMER HOLDINGS INC P 2011-10-27 2014-04-09
162 SH XEROX CORP P 2012-07-24 2014-01-29
5 SH ALTRIA GROUP INC P 2013-07-26 2014-03-24
20 SH ALTRIA GROUP INC P 2013-07-26 2014-04-09
9 SH AT & T INC P 2013-07-26 2014-01-13
16 SH AT & T INC P 2013-07-26 2014-01-14
38 SH AT & T INC P 2013-07-26 2014-02-11
11 SH ANALOG DEVICES INC P 2013-07-26 2014-04-09
2 SH APPLE INC P 2013-07-26 2014-04-09
9 SH AUTOMATIC DATA PROC P 2013-07-26 2014-04-09
9 SH AUTOMATIC DATA PROC P 2013-07-26 2014-04-16
2 SH BLACKROCK INC P 2013-07-26 2014-04-09
14 SH BCE INC P 2013-07-26 2014-04-09
15 SH BAXTER INTERNTL P 2013-07-26 2014-04-09
19 SH BRISTOL MYERS SQUIBB CO P 2013-07-26 2014-02-11
32 SH BRISTOL MYERS SQUIBB CO P 2013-07-26 2014-03-24
7 SH CISCO SYSTEMS INC P 2013-07-26 2014-03-24
42 SH CISCO SYSTEMS INC P 2013-07-26 2014-04-09
18 SH OCAL COLA P 2013-07-26 2014-04-09
13 SH CULLEN FRST BKRS P 2013-07-26 2014-04-09
3 SH CULLEN FRST BKRS P 2013-07-26 2014-05-14
4 SH CULLEN FRST BKRS P 2013-07-26 2014-05-15
2 SH CULLEN FRST BKRS P 2013-07-26 2014-05-16
5 SH CULLEN FRST BKRS P 2013-07-26 2014-06-05
1 SH CULLEN FRST BKRS P 2013-07-26 2014-06-06
2 SH CULLEN FRST BKRS P 2013-08-21 2014-06-06
2 SH CULLEN FRST BKRS P 2013-08-21 2014-06-25
2 SH CULLEN FRST BKRS P 2013-08-21 2014-06-26
1 SH CULLEN FRST BKRS P 2013-08-22 2014-06-26
2 SH CULLEN FRST BKRS P 2013-08-22 2014-08-08
3 SH CULLEN FRST BKRS P 2013-08-22 2014-08-11
1 SH CULLEN FRST BKRS P 2013-08-22 2014-08-12
3 SH CULLEN FRST BKRS P 2013-08-23 2014-08-12
14 SH GALLAGHER ARTHUR J & CO P 2013-07-26 2014-04-09
12 SH GLAXOSMITHKLINE P 2013-07-26 2014-04-09
5 SH GLAXOSMITHKLINE P 2014-04-16 2014-08-08
3 SH GLAXOSMITHKLINE P 2014-04-17 2014-08-08
4 SH GLAXOSMITHKLINE P 2014-04-17 2014-08-11
7 SH GENERAL ELECTRIC P 2013-07-26 2014-03-24
44 SH GENERAL ELECTRIC P 2013-07-26 2014-04-09
7 SH GENUINE PARTS CO P 2013-07-26 2014-04-09
71 SH INTEL CORP P 2013-07-26 2014-03-24
29 SH INTEL CORP P 2013-07-26 2014-04-09
37 SH INTEL CORP P 2013-07-26 2014-06-05
3 SH KRAFT FOODS GROUP INC P 2013-07-26 2014-03-24
17 SH KRAFT FOODS GROUP INC P 2013-07-26 2014-04-09
3 SH KIMBERLY CLARK P 2013-07-26 2014-01-14
11 SH KIMBERLY CLARK P 2013-07-26 2014-04-09
7 SH LOCKHEED MARTIN CORP P 2013-08-02 2014-04-09
19 SH MERCK & CO INC P 2013-07-26 2014-04-09
3 SH MATTEL INC P 2013-07-26 2014-03-24
19 SH MATTEL INC P 2013-07-26 2014-04-09
50 SH MATTEL INC P 2013-07-26 2014-04-16
17 SH MATTEL INC P 2013-07-26 2014-04-17
5 SH MICROSOFT CORP P 2013-07-26 2014-03-24
26 SH MICROSOFT CORP P 2013-07-26 2014-04-09
11 SH NOVARTIS ADR P 2013-07-26 2014-04-09
7 SH NEXTERA ENERGY INC P 2013-07-26 2014-04-09
23 SH ONEOK INC P 2013-07-26 2014-02-28
5 SH ONEOK INC P 2014-04-09 2014-12-18
23 SH ONEOK INC P 2014-04-09 2014-12-19
22 SH ONE GAS INC P 2013-07-26 2014-02-12
10 SH PAYCHEX INC P 2013-08-02 2014-04-09
2 SH PHILIP MORRIS INTL INC P 2013-07-26 2014-03-24
10 SH PHILIP MORRIS INTL INC P 2013-07-26 2014-04-09
10 SH PROCTER & GAMBLE CO P 2013-07-26 2014-04-09
7 SH REALTY INCM CRP P 2013-07-26 2014-04-09
3 SH SPECTRA ENERGY CORP P 2014-04-09 2014-12-19
4 SH TUPPERWARE BRANDS CORP P 2013-07-26 2014-04-09
3 SH 3M CO P 2014-02-11 2014-04-09
5 SH 3M CO P 2014-02-12 2014-04-09
1 SH 3M CO P 2014-02-12 2014-12-19
26 SH US BANCORP P 2013-07-26 2014-04-09
5 SH VENTAS INC P 2013-07-26 2014-04-09
29 SH WILLIAMS COMPANIES P 2013-07-26 2014-02-28
14 SH WILLIAMS COMPANIES P 2014-04-09 2014-06-25
3 SH WISCONSIN ENERGY CORP P 2014-04-09 2014-12-19
15 SH ALTRIA GROUP INC P 2013-07-26 2014-12-19
7 SH ANALOG DEVICES INC P 2011-10-27 2014-04-09
1 SH ANALOG DEVICES INC P 2013-07-26 2014-12-19
15 SH APPLE INC P 2013-07-26 2014-09-10
13 SH APPLE INC P 2013-07-26 2014-12-18
2 SH BCE INC P 2013-07-26 2014-12-19
1 SH BAXTER INTERNTL INC P 2013-07-26 2014-12-19
9 SH CHEVRON CORP P 2011-10-27 2014-04-09
7 SH CDK GLOBAL INC P 2013-07-26 2014-11-05
3 SH CISCO SYSTEMS INC P 2013-07-26 2014-12-19
16 SH CULLEN FRST BKRS P 2013-08-27 2014-12-22
3 SH GALLAGHER ARTHUR J & CO P 2013-07-26 2014-12-19
41 SH GLAXOSMITHKLINE P 2013-07-26 2014-08-08
3 SH HCP INC P 2011-10-27 2014-03-24
17 SH HCP INC P 2011-10-27 2014-04-09
21 SH HCP INC P 2011-10-27 2014-06-25
2 SH HCP INC P 2011-10-27 2014-11-05
6 SH HCP INC P 2012-03-28 2014-11-05
5 SH HCP INC P 2013-07-26 2014-11-05
8 SH HCP INC P 2013-07-26 2014-11-06
7 SH HCP INC P 2013-07-26 2014-11-21
12 SH HCP INC P 2013-07-26 2014-11-24
2 SH HCP INC P 2013-07-26 2014-11-25
4 SH HALYARD HEALTH INC P 2013-07-26 2014-11-24
11 SH HEALTH CARE REIT INC P 2011-10-27 2014-04-09
3 SH HEALTH CARE REIT INC P 2011-10-27 2014-12-19
64 SH INTEL CORP P 2013-07-26 2014-11-05
14 SH JOHNSON & JOHNSON P 2011-05-31 2014-04-09
2 SH JOHNSON & JOHNSON P 2011-05-31 2014-12-19
1 SH KIMBERLY CLARK P 2013-07-26 2014-12-19
14 SH MCDONALDS CORP P 2011-05-31 2014-01-14
1 SH NOVARTIS ADR P 2013-07-26 2014-12-19
1 SH PHILIP MORRIS INTL INC P 2013-07-26 2014-12-19
25 SH REALTY INCM CRP P 2013-07-26 2014-09-11
15 SH TUPPERWARE BRANDS CORP P 2013-07-26 2014-12-19
3 SH US BANCORP P 2013-07-26 2014-12-19
CASH IN LIEU-HALYARD HEALTH INC P 2014-11-12 2014-11-12
CASH IN LIEU-ONE GAS INC P 2014-02-10 2014-02-10
168 SH ALLERGAN INC P 2012-11-16 2014-04-22
89 SH ABBVIE INC P 2013-12-11 2014-04-22
157 SH AUTOMATIC DATA PROC P 2013-09-11 2014-04-22
64 SH EMERSON ELEC CO P 2013-07-26 2014-04-22
80 SH INVESCO LTD P 2013-07-26 2014-04-22
41 SH LYONDELLBASELL INDUSTRIE P 2014-01-15 2014-04-22
46 SH MCDONALDS CORP P 2013-07-26 2014-04-22
48 SH NISOURCE INC P 2013-07-26 2014-04-22
67 SH ONEOK INC P 2013-07-26 2014-04-22
148 SH OLD REPUB INTL CORP P 2013-07-26 2014-04-22
24 SH OMNICOM GROUP P 2011-10-27 2014-04-22
55 SH PEABODY ENERGY CORP P 2013-09-09 2014-04-22
318 SH QUALCOMM INC P 2013-07-26 2014-04-22
124 SH SPECTRA ENERGY CORP P 2013-09-13 2014-04-22
89 SH TECO ENERGY INC P 2013-07-26 2014-04-22
93 SH WILLIAMS COMPANIES P 2013-07-26 2014-04-22
78 SH WISCONSIN ENERGY CORP P 2013-11-25 2014-04-22
(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 13,097 0 7,305 5,792
b 2,607 0 2,197 410
c 86 0 66 20
d 1,374 0 1,086 288
e 4,152 0 3,974 178
9,767 0 10,091 -324
10,266 0 5,294 4,972
1,498 0 1,309 189
148 0 157 -9
9,576 0 9,196 380
7,201 0 7,702 -501
6,863 0 7,073 -210
1,141 0 1,285 -144
423 0 321 102
4,282 0 4,392 -110
3,495 0 3,610 -115
5,093 0 3,698 1,395
91 0 64 27
3,994 0 3,375 619
86 0 66 20
463 0 251 212
2,783 0 2,910 -127
47 0 53 -6
2,524 0 2,281 243
138 0 88 50
2,958 0 2,276 682
85 0 53 32
3,883 0 2,102 1,781
3,920 0 2,095 1,825
3,037 0 2,501 536
89 0 62 27
4,791 0 3,146 1,645
99 0 48 51
5,385 0 4,505 880
125 0 101 24
8,404 0 8,208 196
84 0 73 11
5,667 0 4,404 1,263
525 0 315 210
133 0 132 1
454 0 303 151
216 0 194 22
279 0 225 54
14 0 14 0
1,117 0 1,026 91
186 0 143 43
205 0 186 19
115 0 118 -3
89 0 86 3
237 0 198 39
163 0 159 4
40 0 40 0
444 0 378 66
197 0 151 46
105 0 100 5
326 0 360 -34
387 0 329 58
181 0 158 23
446 0 489 -43
71 0 62 9
590 0 560 30
19 0 19 0
315 0 283 32
77 0 65 12
209 0 192 17
316 0 278 38
145 0 138 7
369 0 276 93
61 0 60 1
602 0 745 -143
153 0 85 68
695 0 486 209
200 0 91 109
190 0 85 105
89 0 70 19
525 0 420 105
581 0 514 67
419 0 372 47
716 0 620 96
429 0 263 166
988 0 860 128
492 0 489 3
261 0 178 83
282 0 229 53
122 0 79 43
472 0 316 156
1,029 0 552 477
193 0 138 55
154 0 110 44
207 0 176 31
284 0 212 72
541 0 330 211
193 0 110 83
613 0 330 283
993 0 495 498
110 0 53 57
543 0 423 120
407 0 384 23
642 0 758 -116
979 0 848 131
383 0 216 167
1,744 0 1,264 480
183 0 178 5
763 0 713 50
299 0 319 -20
532 0 567 -35
1,252 0 1,347 -95
595 0 532 63
1,056 0 879 177
681 0 649 32
677 0 649 28
615 0 567 48
619 0 579 40
1,098 0 1,097 1
999 0 836 163
1,632 0 1,408 224
151 0 177 -26
971 0 1,065 -94
700 0 703 -3
1,020 0 927 93
222 0 214 8
294 0 285 9
147 0 143 4
383 0 356 27
77 0 71 6
155 0 148 7
157 0 148 9
157 0 148 9
79 0 75 4
153 0 150 3
230 0 225 5
77 0 75 2
230 0 227 3
619 0 610 9
639 0 618 21
232 0 264 -32
139 0 157 -18
185 0 210 -25
178 0 172 6
1,140 0 1,080 60
609 0 572 37
1,781 0 1,644 137
780 0 672 108
1,018 0 857 161
166 0 169 -3
960 0 957 3
314 0 295 19
1,225 0 1,083 142
1,110 0 864 246
1,075 0 915 160
116 0 125 -9
733 0 791 -58
1,896 0 2,081 -185
631 0 708 -77
202 0 157 45
1,051 0 816 235
924 0 789 135
674 0 585 89
1,359 0 1,052 307
245 0 297 -52
1,110 0 1,368 -258
714 0 584 130
412 0 406 6
161 0 177 -16
838 0 884 -46
814 0 802 12
293 0 307 -14
109 0 115 -6
337 0 332 5
407 0 393 14
678 0 652 26
165 0 130 35
1,096 0 972 124
320 0 343 -23
1,200 0 983 217
811 0 571 240
157 0 141 16
767 0 535 232
379 0 262 117
57 0 48 9
1,508 0 942 566
1,458 0 816 642
91 0 83 8
74 0 73 1
1,073 0 989 84
258 0 210 48
83 0 76 7
1,123 0 1,199 -76
143 0 131 12
1,900 0 2,111 -211
111 0 116 -5
692 0 659 33
863 0 814 49
89 0 77 12
266 0 235 31
222 0 225 -3
349 0 359 -10
306 0 315 -9
525 0 539 -14
87 0 90 -3
156 0 130 26
684 0 546 138
228 0 147 81
2,158 0 1,482 676
1,379 0 942 437
212 0 135 77
115 0 94 21
1,331 0 1,142 189
94 0 72 22
83 0 88 -5
1,096 0 1,089 7
938 0 1,244 -306
135 0 112 23
33 0 0 33
16 0 0 16
27,493 0 15,264 12,229
4,451 0 4,203 248
11,984 0 11,692 292
4,397 0 3,812 585
2,857 0 2,617 240
3,824 0 3,344 480
4,569 0 4,137 432
1,720 0 1,498 222
4,187 0 3,064 1,123
2,491 0 2,087 404
1,677 0 1,091 586
952 0 1,031 -79
25,634 0 20,502 5,132
4,840 0 4,152 688
1,594 0 1,563 31
3,903 0 3,151 752
3,707 0 3,293 414
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 0 0 0 5,792
b 0 0 0 410
c 0 0 0 20
d 0 0 0 288
e 0 0 0 178
0 0 0 -324
0 0 0 4,972
0 0 0 189
0 0 0 -9
0 0 0 380
0 0 0 -501
0 0 0 -210
0 0 0 -144
0 0 0 102
0 0 0 -110
0 0 0 -115
0 0 0 1,395
0 0 0 27
0 0 0 619
0 0 0 20
0 0 0 212
0 0 0 -127
0 0 0 -6
0 0 0 243
0 0 0 50
0 0 0 682
0 0 0 32
0 0 0 1,781
0 0 0 1,825
0 0 0 536
0 0 0 27
0 0 0 1,645
0 0 0 51
0 0 0 880
0 0 0 24
0 0 0 196
0 0 0 11
0 0 0 1,263
0 0 0 210
0 0 0 1
0 0 0 151
0 0 0 22
0 0 0 54
0 0 0 0
0 0 0 91
0 0 0 43
0 0 0 19
0 0 0 -3
0 0 0 3
0 0 0 39
0 0 0 4
0 0 0 0
0 0 0 66
0 0 0 46
0 0 0 5
0 0 0 -34
0 0 0 58
0 0 0 23
0 0 0 -43
0 0 0 9
0 0 0 30
0 0 0 0
0 0 0 32
0 0 0 12
0 0 0 17
0 0 0 38
0 0 0 7
0 0 0 93
0 0 0 1
0 0 0 -143
0 0 0 68
0 0 0 209
0 0 0 109
0 0 0 105
0 0 0 19
0 0 0 105
0 0 0 67
0 0 0 47
0 0 0 96
0 0 0 166
0 0 0 128
0 0 0 3
0 0 0 83
0 0 0 53
0 0 0 43
0 0 0 156
0 0 0 477
0 0 0 55
0 0 0 44
0 0 0 31
0 0 0 72
0 0 0 211
0 0 0 83
0 0 0 283
0 0 0 498
0 0 0 57
0 0 0 120
0 0 0 23
0 0 0 -116
0 0 0 131
0 0 0 167
0 0 0 480
0 0 0 5
0 0 0 50
0 0 0 -20
0 0 0 -35
0 0 0 -95
0 0 0 63
0 0 0 177
0 0 0 32
0 0 0 28
0 0 0 48
0 0 0 40
0 0 0 1
0 0 0 163
0 0 0 224
0 0 0 -26
0 0 0 -94
0 0 0 -3
0 0 0 93
0 0 0 8
0 0 0 9
0 0 0 4
0 0 0 27
0 0 0 6
0 0 0 7
0 0 0 9
0 0 0 9
0 0 0 4
0 0 0 3
0 0 0 5
0 0 0 2
0 0 0 3
0 0 0 9
0 0 0 21
0 0 0 -32
0 0 0 -18
0 0 0 -25
0 0 0 6
0 0 0 60
0 0 0 37
0 0 0 137
0 0 0 108
0 0 0 161
0 0 0 -3
0 0 0 3
0 0 0 19
0 0 0 142
0 0 0 246
0 0 0 160
0 0 0 -9
0 0 0 -58
0 0 0 -185
0 0 0 -77
0 0 0 45
0 0 0 235
0 0 0 135
0 0 0 89
0 0 0 307
0 0 0 -52
0 0 0 -258
0 0 0 130
0 0 0 6
0 0 0 -16
0 0 0 -46
0 0 0 12
0 0 0 -14
0 0 0 -6
0 0 0 5
0 0 0 14
0 0 0 26
0 0 0 35
0 0 0 124
0 0 0 -23
0 0 0 217
0 0 0 240
0 0 0 16
0 0 0 232
0 0 0 117
0 0 0 9
0 0 0 566
0 0 0 642
0 0 0 8
0 0 0 1
0 0 0 84
0 0 0 48
0 0 0 7
0 0 0 -76
0 0 0 12
0 0 0 -211
0 0 0 -5
0 0 0 33
0 0 0 49
0 0 0 12
0 0 0 31
0 0 0 -3
0 0 0 -10
0 0 0 -9
0 0 0 -14
0 0 0 -3
0 0 0 26
0 0 0 138
0 0 0 81
0 0 0 676
0 0 0 437
0 0 0 77
0 0 0 21
0 0 0 189
0 0 0 22
0 0 0 -5
0 0 0 7
0 0 0 -306
0 0 0 23
0 0 0 33
0 0 0 16
0 0 0 12,229
0 0 0 248
0 0 0 292
0 0 0 585
0 0 0 240
0 0 0 480
0 0 0 432
0 0 0 222
0 0 0 1,123
0 0 0 404
0 0 0 586
0 0 0 -79
0 0 0 5,132
0 0 0 688
0 0 0 31
0 0 0 752
0 0 0 414
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 56,632
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 25,385
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 124,852 577,242 0.216291
2012 121,258 669,411 0.181141
2011 94,337 446,511 0.211276
2010 99,112 2,007 49.383159
2009      
2 Total of line 1, column (d) ...................... 2 49.991867
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 12.497967
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 516,686
5 Multiply line 4 by line 3....................... 5 6,457,525
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 570
7 Add lines 5 and 6......................... 7 6,458,095
8 Enter qualifying distributions from Part XII, line 4.............. 8 134,778
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,139
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 1,139
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,139
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,500
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.............. Part VI Line 7 - Original Return Overpayment: -1500 7 1,500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 361
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet361 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)
    bulletKY
    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 addressbulletN/A
    14
    The books are in care ofbulletJEFFREY W ANDREWS Telephone no.bullet (859) 384-7571
    Located atbullet2025 WIMBLEDON LANEUNIONKY ZIP+4bullet41091
    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
    THOMAS W ANDREWS DIRECTOR
    1.00
    0 0 0
    546 LOCUST RUN ROAD
    CINCINNATI,OH45245
    JEFFREY W ANDREWS DIRECTOR
    1.00
    0 0 0
    2025 WIMBLEDON LANE
    UNION,KY41091
    JUDY ANDREWS DIRECTOR
    1.00
    0 0 0
    35 LONG MEADOW CIRCLE
    PITTSFORD,NY14534
    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
    482,966
    b
    Average of monthly cash balances.......................
    1b
    41,588
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    524,554
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    524,554
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,868
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    516,686
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    25,834
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    25,834
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,139
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,139
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,695
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    24,695
    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
    24,695
    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
    134,778
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    134,778
    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
    134,778
    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 24,695
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010....... 99,012
    c From 2011....... 72,077
    d From 2012....... 88,189
    e From 2013....... 97,453
    fTotal of lines 3a through e......... 356,731
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 134,778
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 24,695
    e Remaining amount distributed out of corpus 110,083
    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 5 466,814
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    466,814
    10 Analysis of line 9:
    a Excess from 2010.... 99,012
    b Excess from 2011.... 72,077
    c Excess from 2012.... 88,189
    d Excess from 2013.... 97,453
    e Excess from 2014.... 110,083
    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.
    NONE
    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
    NORTH CAROLINA COMMUNITY FOUNDATION
    4601 SIX FORKS ROAD SUITE 524
    RALEIGH,NC27609
      PUBLIC PROGRAM SUPPORT 110,278
    AMERICAN CANCER SOCIETY
    2808 READING ROAD
    CINCINNATI,OH45206
      PUBLIC PROGRAM SUPPORT 7,500
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065
      PUBLIC PROGRAM SUPPORT 7,500
    MATTHEW 25 MINISTRIES
    11060 KENWOOD ROAD
    BLUE ASH,OH45242
      PUBLIC PROGRAM SUPPORT 7,500
    Total .................................bullet 3a 132,778
    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 9,987  
    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 56,632  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCAPITAL GAINS DISTRIBUTIONS     18 90  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   66,709  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1366,709
    (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:  
    Part VI Line 7 -Original Return Overpayment: -1,500


    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 GainLossSaleOtherAssetsSch
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SEE DETAIL FOR PART IV         331,173 274,541     56,632  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Name of Stock End of Year Book Value End of Year Fair Market Value
    33 SH ABBOTT LABS 1,519 1,486
    67 SH ABBVIE INC 3,373 4,384
    52 SH ALTRIA GROUP INC 1,855 2,562
    62 SH ANALOG DEVICES INC 3,183 3,442
    23 SH AUTOMATIC DATA PROC 1,448 1,918
    50 SH BAXTER INTERNTL INC 3,548 3,665
    49 SH BCE INC 2,027 2,247
    12 SH BLACKROCK INC 3,567 4,291
    34 SH CHEVRON CORP 3,784 3,814
    144 SH CISCO SYSTEMS INC 3,650 4,005
    78 SH COCA COLA 3,185 3,293
    65 SH EMERSON ELEC CO 4,285 4,012
    43 SH GALLAGHER ARTHUR J & CO 1,872 2,024
    155 SH GENERAL ELECTRIC 3,803 3,917
    22 SH GENUINE PARTS CO 1,799 2,345
    42 SH HEALTH CARE REIT INC 2,407 3,178
    29 SH HERSHEY COMPANY 2,719 3,014
    48 SH JOHNSON & JOHNSON 3,555 5,019
    52 SH JPMORGAN CHASE & CO 3,176 3,254
    38 SH KIMBERLY CLARK 3,563 4,391
    25 SH KINDER MORGAN INC 1,019 1,058
    66 SH KRAFT FOODS GROUP INC 3,714 4,136
    25 SH LOCKHEED MARTIN CORP 3,093 4,814
    32 SH LYONDELLBASELL INDUSTRIE 2,848 2,540
    27 MARSH & MCLENNAN COS INC 1,401 1,545
    58 SH MAXIM INTEGRATED PRODS 1,956 1,848
    36 SH MCDONALDS CORP 3,544 3,373
    60 SH MERCK & CO INC 2,895 3,407
    85 SH MICROSOFT CORP 2,668 3,948
    34 SH NEXTERA ENERGY INC 3,126 3,614
    36 SH NOVARTIS ADR 2,583 3,336
    24 SH ONEOK INC 1,427 1,195
    68 SH PAYCHEX INC 2,778 3,140
    28 SH PEPSICO INC 2,519 2,648
    35 SH PHILIP MORRIS INTL INC 3,096 2,851
    25 SH PNC FINL SERVICES GROUP 2,302 2,281
    37 SH PROCTER & GAMBLE CO 2,966 3,370
    43 SH QUALCOMM INC 3,423 3,196
    94 SH SPECTRA ENERGY CORP 3,588 3,412
    87 SH US BANCORP 3,234 3,911
    43 SH VENTAS INC 2,807 3,083
    58 SH WILLIAMS COMPANIES 2,366 2,607
    59 SH WISCONSIN ENERGY CORP 2,768 3,112
    30 SH 3M COMPANY 3,984 4,930
    23 SH ALBEMARLE CORP 1,530 1,383
    195 SH ALCOA INC 1,773 3,079
    32 SH AMDOCS LIMITED 1,325 1,493
    46 SH AMERICAN CAP AGY CORP 1,371 1,004
    28 SH ANALOG DEVICES INC 1,355 1,555
    51 SH APPLIED MATERIAL INC 820 1,271
    30 SH AVERY DENNISON CORP 1,055 1,556
    45 SH BABCOCK & WILCOX CO 1,391 1,364
    114 SH BOSTON SCIENTIFIC CORP 649 1,511
    51 SH BROADRIDGE FINL 1,459 2,355
    75 SH CAMECO CORP 1,574 1,231
    44 SH CATAMARAN CORP 1,918 2,277
    17 SH CHUBB CORP 1,181 1,759
    53 SH CINEMARK HLDGS INC 1,584 1,886
    11 SH CLOROX CO 943 1,146
    19 SH COACH INC 1,067 714
    37 SH ENDURANCE SPECIALTY HLDG 1,955 2,214
    15 SH ENTERGY CORP NEW 1,013 1,312
    25 SH EXPEDITORS INTL WASH INC 1,012 1,115
    77 SH FIRST AMERICAN FINL CORP 1,712 2,610
    23 GENUINE PARTS CO 1,392 2,451
    16 SH GRACE WR & CO 1,205 1,526
    34 SH HAEMONTICS CORP MASS 1,544 1,272
    44 SH HARTFORD FINL SVCS GROUP 1,503 1,834
    37 SH HASBRO INC 1,741 2,035
    38 SH HCP INC 1,711 1,673
    32 SH HEALTH CARE REIT INC 2,087 2,421
    72 SH INVESCO LTD 2,559 2,845
    33 SH ITC HLDGS CORP 857 1,334
    107 SH JANUS CAPITAL GROUP INC 1,061 1,726
    36 SH KOHLS CORP WISC 1,676 2,197
    14 SH LEIDOS HOLDINGS INC 571 609
    4 SH LIBERTY BROADBAND CORP   38
    20 SH LIBERTY BROADBAND CORP 1,044 996
    46 SH LIBERTY MEDIA CORP 1,675 1,611
    13 SH M&T BANK CORPORATION 1,012 1,633
    40 SH MATTEL INC 1,116 1,238
    15 SH MCKESSON CORPORATION 1,380 3,114
    29 SH NAT FUEL GAS CO 1,564 2,016
    127 SH NEW YORK CMNTY BANCORP 1,699 2,032
    28 SH NISOURCE INC 980 1,188
    155 SH OLD REPUB INTL CORP 2,545 2,268
    22 SH OMNICOM GROUP 1,551 1,704
    58 SH PEABODY ENERGY CORP 1,028 449
    34 SH QUEST DIAGNOSTICES INC 1,989 2,280
    106 SH REGAL ENTMT GROUP 2,044 2,264
    26 SH ROCKWELL COLLINS INC 1,839 2,196
    26 SH SONOCO PRODUCTS CO 997 1,136
    40 SH ST JUDE MEDICAL INC 2,083 2,601
    78 SH STAPLES INC 1,314 1,413
    45 SH SUN COMMNTYS INC 1,676 2,721
    52 SH SUNTRUST BKS INC 1,810 2,179
    42 SH SYNCHRONY FINL 1,062 1,250
    56 SH SYSCO CORPORATION 1,937 2,223
    89 SH TECO ENERGY INC 1,531 1,824
    36 SH ULTRA PETROLEUM CORP 763 474
    44 SH VERIFONE SYSTEMS INC 1,523 1,637
    121 SH WESTERN UN CO 2,103 2,167
    33 SH XCEL ENERGY INC 983 1,185
    21 SH ZIMMER HOLDINGS INC 1,181 2,382
    344 SH ABBOTT LABS 11,415 15,487
    129 SH ACCENTURE PLC 8,537 11,521
    59 SH ALLERGAN INC 6,952 12,543
    101 SH APPLE INC 6,339 11,148
    113 SH AUTOMATIC DATA PROC 7,440 9,421
    84 SH CELGENE CORP 9,587 9,396
    61 SH FACTSET RESH SYS INC 5,718 8,586
    140 SH FASTENAL COMPANY 6,784 6,658
    106 SH GARTNER INC 6,636 8,926
    17 SH GOOGLE INC 5,105 9,021
    25 SH GOOGLE INC 9,363 13,160
    58 SH MASTERCARD INC 3,616 4,997
    125 SH NESTLE SA REP 9,827 9,119
    166 SH NIKE INC 8,149 15,961
    44 SH O'RIELLY AUTOMOTIVE INC 6,630 8,475
    344 SH ORACLE CORP 11,200 15,470
    27 SH REGENERON PHARMACTCLS 8,632 11,077
    152 SH STARBUCKS CORP 11,126 12,472
    12 SH THE PRICELINE GROUP INC 14,365 13,683
    192 SH TJX COS INC NEW 11,655 13,167
    69 SH VISA INC 12,358 18,092
    30 SH WW GRAINGER INCORP 6,920 7,647

    TY 2014 LegalFeesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORS & BASSETT, LLC TAX SERVICES 2,000      


    TY 2014 OtherExpensesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 9,703 9,703    


    TY 2014 OtherIncomeSchedule2
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTIONS 90 90  


    TY 2014 OtherIncreasesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    THE GEORGE W ANDREWS CHARITABLE FOUNDATION INC
    EIN: 27-2236905
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 40 40    
    EXCISE TAXES 963      
    ESTIMATED EXCISE TAXES 1,500