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
CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

35-6735706
B Telephone number (see instructions)

(330) 743-7000
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$49,828,750J 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 170 170  
4 Dividends and interest from securities...... 1,356,669 1,356,669  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 875,553
b Gross sales price for all assets on line 6a 25,330,327
7 Capital gain net income (from Part IV, line 2)... 875,553
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 113    
12 Total. Add lines 1 through 11........ 2,232,505 2,232,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 310,238 217,167   93,071
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,570 643 0 1,928
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 103,982 2,050   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 416,990 219,860 0 95,199
25 Contributions, gifts, grants paid........ 2,079,840 2,079,840
26 Total expenses and disbursements. Add lines 24 and 25 2,496,830 219,860 0 2,175,039
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -264,325
b Net investment income (if negative, enter -0-) 2,012,532
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,562,750 1,403,304 1,403,304
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 3,167,745 Click to see attachment3,319,981 3,321,524
b Investments—corporate stock (attach schedule)........ 15,078,455 Click to see attachment14,907,529 27,396,722
c Investments—corporate bonds (attach schedule)........ 5,991,616 Click to see attachment5,295,490 5,500,928
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 11,768,485 Click to see attachment12,376,019 12,206,272
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) 37,569,051 37,302,323 49,828,750
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......... 37,569,051 37,302,323
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)...... 37,569,051 37,302,323
31 Total liabilities and net assets/fund balances (see instructions).. 37,569,051 37,302,323
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 37,569,051
2 Enter amount from Part I, line 27a..................... 2 -264,325
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 37,304,726
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,403
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 37,302,323
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 481000. AT&T INC 2.375% 11/27/18   2013-11-20 2014-02-28
b 96000. AT&T INC 2.300% 03/11/19   2014-03-05 2014-04-09
c 74000. ALTRIA GROUP INC 4.000% 01/31/24   2013-10-28 2014-03-26
d 238000. AMERICAN INTL GROUP 3.000% 03/20/15   2012-09-11 2014-05-05
e 59000. AMERICAN INTL GROUP INC 2.300% 07/16/19   2014-07-09 2014-10-30
255. APPLE COMPUTER INC   2010-04-08 2014-05-07
133000. APPLE INC 3.850% 05/04/43   2013-04-30 2014-06-03
8135. AUTOMATIC DATA PROCESSING   2013-06-14 2014-08-06
181000. BP CAPITAL MARKETS PLC 2.237% 05/10/19   2014-02-05 2014-04-09
273000. BANK OF AMERICA CORP 2.600% 01/15/19   2014-01-15 2014-03-27
184000. BANK OF AMERICA CORP 1.350% 11/21/16   2013-11-18 2014-01-15
180000. BANK OF AMERICA CORP 2.650% 04/01/19   2014-03-27 2014-05-06
211000. BANK OF MONTREAL 2.375% 01/25/19   2013-09-25 2014-01-28
206000. BANK OF NEW YORK MELLON 2.200% 03/04/19   2014-01-28 2014-04-09
140000. BANK OF NEW YORK MELLON 2.200% 05/15/19   2014-05-02 2014-05-29
487000. BANK OF NOVA SCOTIA 2.050% 10/30/18   2013-10-24 2014-01-13
342000. BANK OF NOVA SCOTIA 1.250% 04/11/17   2014-04-08 2014-05-12
156000. BERKSHIRE HATHAWAY FINANCE CORP 2.900% 10/15/20   2013-10-08 2014-02-26
48000. CAPITAL ONE FINANCIAL CO 2.450% 04/24/19   2014-04-21 2014-06-26
93000. CISCO SYS INC 2.125% 03/01/19   2014-02-24 2014-03-05
172000. CITIGROUP INC 1.250% 01/15/16   2013-01-03 2014-03-04
127000. CITIGROUP INC 1.300% 11/15/16   2013-11-07 2014-03-04
396000. CITIGROUP INC 1.350% 03/10/17   2014-03-04 2014-04-01
199000. CITIGROUP INC 2.550% 04/08/19   2014-04-01 2014-06-09
232000. CITIGROUP INC 2.500% 07/29/19   2014-07-22 2014-09-08
428000. DEUTSCHE BANK AG 1.350% 05/30/17   2014-05-22 2014-07-08
159000. DIAGEO CAP PLC 7.375% 01/15/14     2014-01-15
9049. FEDERATED HIGH YIELD STRATEGY   2012-09-18 2014-06-20
8368. FEDERATED INTERNATIONAL BOND STRATEGY   2012-09-18 2014-07-29
201000. GENERAL ELECTRIC CAPITAL CORP 2.300% 01/14/19   2014-01-08 2014-02-21
187000. GENERAL ELECTRIC CAPITAL CORP 1.250% 05/15/17   2014-05-12 2014-06-02
132000. GOLDMAN SACHS GROUP INC 4.000% 03/03/24   2014-02-26 2014-06-30
18357.044 GOLDMAN SACHS SMALL/MID CAP GROWTH CLASS I   2013-08-13 2014-09-08
124000. GOLDMAN SACHS GROUP INC 2.625% 01/31/19   2014-01-28 2014-02-26
4770.992 HARBOR INTERNATIONAL FUND INST   2014-05-23 2014-09-23
970. HELMERICH & PAYNE   2013-11-21 2014-12-15
3600. ILLINOIS TOOL WORKS INC COM   2011-01-18 2014-04-08
1675. INTERNATIONAL BUSINESS MACHINES   2009-04-23 2014-10-22
377000. JPMORGAN CHASE & CO 2.350% 01/28/19   2014-01-21 2014-04-09
142000. KINDER MORGAN ENERGY 2.650% 02/01/19   2013-07-29 2014-02-19
54000. KINDER MORGAN ENERGY PARTNERS 3.500% 03/01/21   2014-02-19 2014-05-13
124000. MORGAN STANLEY 2.500% 01/24/19   2014-01-21 2014-04-23
70000. MORGAN STANLEY 3.875% 04/29/24   2014-04-23 2014-06-09
207000. MORGAN STANLEY 4.750% 03/22/17   2012-10-01 2014-12-02
68000. MORGAN STANLEY 4.750% 03/22/17   2014-01-08 2014-12-02
235000. ORACLE CORP 2.375% 01/15/19   2013-07-09 2014-01-21
214000. ORACLE CORP 2.250% 10/08/19   2014-06-30 2014-09-04
1085. PNC FINL SVCS GROUP INC COM   2011-01-18 2014-08-14
163000. PRUDENTIAL FINANCIAL INC 2.350% 08/15/19   2014-08-11 2014-08-21
132000. RIO TINTO FIN USA PLC 1.625% 08/21/17   2012-08-16 2014-10-06
77000. RIO TINTO FIN USA PLC 2.250% 12/14/18   2013-06-14 2014-03-28
489000. ROYAL BANK OF CANADA 2.150% 03/15/19   2014-03-04 2014-04-02
206000. SEMPRA ENERGY 2.000% 03/15/14     2014-03-15
830. SIMON PROPERTY GROUP INC   2012-09-21 2014-10-27
342000. TORONTO DOMINION BANK 2.125% 07/02/19   2014-06-26 2014-09-02
75000. U.S. TREASURY NOTE 2.750% 02/15/24   2014-03-26 2014-04-02
32000. U.S. TREASURY NOTE 2.750% 02/15/24   2014-04-23 2014-05-02
32000. U.S. TREASURY NOTE 2.750% 02/15/24   2014-04-23 2014-05-28
49000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-04-09 2014-02-20
250000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-02-28 2014-03-05
240000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-02-28 2014-03-05
78000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-03-28 2014-04-02
240000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-04-02 2014-04-07
271000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-04-09 2014-04-14
48000. U.S. TREASURY NOTE 1.500% 02/28/19   2014-04-09 2014-04-22
95000. U.S. TREASURY NOTE 1.625% 03/31/19   2014-03-28 2014-04-02
32000. U.S. TREASURY NOTE 1.625% 03/31/19   2014-05-13 2014-05-15
26000. U.S. TREASURY NOTE 1.625% 03/31/19   2014-05-13 2014-05-23
193000. U.S. TREASURY NOTE 1.625% 04/30/19   2014-05-15 2014-05-23
83000. U.S. TREASURY NOTE 1.625% 04/30/19   2014-05-15 2014-05-28
20000. U.S. TREASURY NOTE 1.375% 09/30/18   2013-12-12 2014-01-09
166000. U.S. TREASURY NOTE 1.375% 09/30/18     2014-01-09
159000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-07-29
672000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-07-29
177000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-08-22
223000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-09-03
128000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-09-05
112000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-10-02
111000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-10-14
15000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-10-31
111000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-11-04
225000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-11-18
48000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-11-25
273000. U.S. TREASURY NOTE 0.250% 12/15/14   2014-04-09 2014-12-04
978000. U.S. TREASURY NOTE 0.250% 12/15/14     2014-12-11
127000. U.S. TREASURY NOTE 1.375% 12/31/18   2013-12-11 2014-01-21
127000. U.S. TREASURY NOTE 1.375% 12/31/18   2013-12-11 2014-01-28
254000. U.S. TREASURY NOTE 1.375% 12/31/18     2014-02-03
96000. U.S. TREASURY NOTE 0.250% 03/31/14   2012-11-27 2014-02-14
159000. U.S. TREASURY NOTE 0.250% 03/31/14   2014-01-14 2014-02-21
742000. U.S. TREASURY NOTE 0.250% 03/31/14   2012-11-27 2014-02-21
96000. U.S. TREASURY NOTE 0.250% 04/30/14   2013-08-07 2014-02-25
95000. U.S. TREASURY NOTE 0.250% 04/30/14   2013-08-07 2014-03-05
336000. U.S. TREASURY NOTE 0.250% 04/30/14     2014-04-08
123000. U.S. TREASURY NOTE 0.250% 04/30/14     2014-04-09
1645000. U.S. TREASURY NOTE 0.250% 04/30/14     2014-04-09
65000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-05-02
48000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-05-15
208000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-05-23
272000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-05-28
33000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-06-03
32000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-06-05
96000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-06-11
159000. U.S. TREASURY NOTE 0.250% 09/30/14   2014-02-21 2014-07-17
634000. U.S. TREASURY NOTE 0.250% 09/30/14     2014-07-29
112000. U.S. TREASURY NOTE 0.250% 03/31/15   2014-07-29 2014-09-18
80000. U.S. TREASURY NOTE 0.250% 03/31/15   2014-07-29 2014-12-30
180000. U.S. TREASURY NOTE 0.875% 09/15/16     2014-02-06
95000. U.S. TREASURY NOTE 1.250% 10/31/18   2013-11-27 2014-01-07
110000. U.S. TREASURY NOTE 1.250% 10/31/18   2013-11-27 2014-01-09
80000. U.S. TREASURY NOTE 1.250% 10/31/18   2013-11-27 2014-01-16
161000. U.S. TREASURY NOTE 1.250% 10/31/18     2014-01-21
63000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-06-10 2014-06-27
321000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-06-10 2014-07-01
48000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-06-10 2014-07-10
208000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-07-08 2014-07-22
32000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-06-10 2014-07-22
220000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-07-08 2014-08-12
132000. U.S. TREASURY NOTE 0.875% 05/15/17   2014-10-06 2014-10-14
225000. U.S. TREASURY NOTE 1.500% 05/31/19     2014-06-27
127000. U.S. TREASURY NOTE 1.625% 07/31/19   2014-09-05 2014-09-05
4000. UNITED TECHNOLOGIES CORP COM   2006-11-21 2014-04-08
32000. VERIZON COMMUNICATIONS 1.350% 06/09/17   2014-06-04 2014-07-08
1225. WASHINGTON PRIME GROUP INC   2012-09-21 2014-11-12
276000. WELLS FARGO & CO 2.125% 04/22/19   2014-04-14 2014-05-15
477000. WELLS FARGO & CO 1.150% 06/02/17   2014-05-27 2014-06-10
570000. WELLS FARGO & CO 1.400% 09/08/17   2014-09-02 2014-10-02
275000. WESTPAC BANKING CORP 2.250% 01/17/19   2014-01-13 2014-01-29
79000. WESTPAC BKG CORP SR GLBL 1.200% 05/19/17   2014-05-14 2014-05-27
2094. EATON CORP PLC   2014-05-07 2014-10-29
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 486,200   481,000 5,200
b 96,136   95,995 141
c 74,178   73,540 638
d 243,314   245,721 -2,407
e 59,394   58,881 513
150,406   61,274 89,132
121,074   132,226 -11,152
652,995   556,980 96,015
180,897   181,000 -103
274,294   273,762 532
184,178   183,952 226
180,952   179,950 1,002
212,639   210,941 1,698
206,567   205,771 796
141,663   139,728 1,935
486,021   486,654 -633
342,718   341,730 988
159,955   155,696 4,259
48,415   47,964 451
93,337   92,934 403
172,943   171,565 1,378
127,217   126,873 344
394,234   395,838 -1,604
200,502   198,694 1,808
232,527   231,858 669
427,114   427,850 -736
159,000   181,868 -22,868
127,410   127,510 -100
128,198   133,391 -5,193
203,772   200,622 3,150
187,718   186,972 746
134,146   131,601 2,545
400,000   362,184 37,816
124,899   123,608 1,291
334,399   350,000 -15,601
59,536   76,849 -17,313
296,055   202,391 93,664
271,453   171,270 100,183
378,866   376,823 2,043
143,173   141,798 1,375
54,304   53,727 577
124,031   123,544 487
70,790   69,387 1,403
221,790   223,158 -1,368
72,859   74,293 -1,434
237,926   234,182 3,744
214,265   213,760 505
89,503   68,610 20,893
163,214   162,870 344
132,466   131,277 1,189
76,978   76,296 682
485,567   488,814 -3,247
206,000   209,582 -3,582
144,151   121,911 22,240
341,466   341,579 -113
74,859   75,146 -287
32,449   32,151 298
32,827   32,151 676
48,724   48,707 17
249,346   249,482 -136
239,372   239,503 -131
77,110   77,165 -55
238,145   236,925 1,220
269,719   269,380 339
47,513   47,713 -200
94,377   94,581 -204
32,198   32,046 152
26,145   26,038 107
193,829   193,859 -30
83,473   83,370 103
19,738   19,900 -162
163,821   165,472 -1,651
159,112   159,193 -81
672,472   672,814 -342
177,111   177,214 -103
223,139   223,270 -131
128,080   128,155 -75
112,053   112,136 -83
111,039   111,134 -95
15,005   15,018 -13
111,030   111,134 -104
225,044   225,272 -228
48,007   48,058 -51
273,011   273,331 -320
978,038   979,010 -972
125,403   126,281 -878
125,938   126,281 -343
252,809   252,386 423
96,026   96,004 22
159,031   159,050 -19
742,145   742,029 116
96,034   96,098 -64
95,022   95,096 -74
336,053   336,341 -288
123,014   123,114 -100
1,645,193   1,645,713 -520
65,053   65,056 -3
48,038   48,041 -3
208,154   208,179 -25
272,191   272,234 -43
33,021   33,028 -7
32,020   32,028 -8
96,064   96,083 -19
159,062   159,137 -75
634,248   634,551 -303
112,123   112,127 -4
80,044   80,045 -1
181,505   181,333 172
93,326   94,655 -1,329
107,761   109,600 -1,839
78,713   79,709 -996
158,434   160,162 -1,728
63,071   62,973 98
321,201   320,862 339
48,041   47,979 62
207,894   207,764 130
31,984   31,986 -2
220,249   219,751 498
132,748   132,031 717
223,752   222,852 900
126,752   126,429 323
463,110   263,670 199,440
31,997   31,984 13
21,793   22,234 -441
277,143   275,415 1,728
475,750   476,399 -649
569,413   569,436 -23
275,096   274,626 470
79,111   78,917 194
137,223   151,554 -14,331
      278,615
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       5,200
b       141
c       638
d       -2,407
e       513
      89,132
      -11,152
      96,015
      -103
      532
      226
      1,002
      1,698
      796
      1,935
      -633
      988
      4,259
      451
      403
      1,378
      344
      -1,604
      1,808
      669
      -736
      -22,868
      -100
      -5,193
      3,150
      746
      2,545
      37,816
      1,291
      -15,601
      -17,313
      93,664
      100,183
      2,043
      1,375
      577
      487
      1,403
      -1,368
      -1,434
      3,744
      505
      20,893
      344
      1,189
      682
      -3,247
      -3,582
      22,240
      -113
      -287
      298
      676
      17
      -136
      -131
      -55
      1,220
      339
      -200
      -204
      152
      107
      -30
      103
      -162
      -1,651
      -81
      -342
      -103
      -131
      -75
      -83
      -95
      -13
      -104
      -228
      -51
      -320
      -972
      -878
      -343
      423
      22
      -19
      116
      -64
      -74
      -288
      -100
      -520
      -3
      -3
      -25
      -43
      -7
      -8
      -19
      -75
      -303
      -4
      -1
      172
      -1,329
      -1,839
      -996
      -1,728
      98
      339
      62
      130
      -2
      498
      717
      900
      323
      199,440
      13
      -441
      1,728
      -649
      -23
      470
      194
      -14,331
       
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 2 875,553
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 2,170,664 46,236,883 0.046947
2012 2,997,425 43,690,699 0.068606
2011 1,870,603 43,039,230 0.043463
2010 1,778,529 39,114,599 0.04547
2009 1,553,558 36,394,455 0.042687
2 Total of line 1, column (d) ...................... 2 0.247173
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 0.049435
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 48,570,303
5 Multiply line 4 by line 3....................... 5 2,401,073
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 20,125
7 Add lines 5 and 6......................... 7 2,421,198
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,175,039
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 40,251
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 40,251
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 40,251
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 64,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 23,749
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet23,749 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 addressbulletNONE
    14
    The books are in care ofbulletFARMERS TRUST COMPANY Telephone no.bullet (330) 743-7000
    Located atbullet42 MCCLURG ROADYOUNGSTOWNOH ZIP+4bullet44512
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    FARMERS TRUST COMPANY CO-TRUSTEE
    2     		246,105    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    HERBERT H PRIDHAM CO-TRUSTEE
    1     		64,133    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    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
    47,772,963
    b
    Average of monthly cash balances.......................
    1b
    1,536,989
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    49,309,952
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    49,309,952
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    739,649
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    48,570,303
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,428,515
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,428,515
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    40,251
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,251
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,388,264
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,388,264
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,388,264
    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
    2,175,039
    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
    2,175,039
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,175,039
    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 2,388,264
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 428,865
    e From 2013....... 0
    fTotal of lines 3a through e......... 428,865
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,175,039
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 2,175,039
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 213,225 213,225
    (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 5 215,640
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		215,640
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 215,640
    d Excess from 2013.... 0
    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.
    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
    LAKE ERIE COLLEGE
    391 WEST WASHINGTON ST
    PAINESVILLE,OH44077     		N/A COLLEGE PUBLIC SUPPORT 297,120
    BUTLER INSTITUTE OF ART
    524 WICK AVE
    YOUNGSTOWN,OH44502     		N/A MUSEUM PUBLIC SUPPORT 297,120
    MAHONING VALLEY HISTORICAL SOCIETY
    648 WICK AVENUE
    YOUNGSTOWN,OH44502     		N/A EDUCATION PUBLIC SUPPORT 297,120
    FIRST PRESBYTERIAN CHURCH - CANFIELD
    140 WEST MAIN STREET
    CANFIELD,OH44406     		N/A RELIGIOUS PUBLIC SUPPORT 297,120
    HOSPICE OF YOUNGSTOWN
    5190 MARKET STREET
    YOUNGSTOWN,OH44512     		N/A CHARITY PUBLIC SUPPORT 297,120
    PARK VISTA RETIREMENT COMMUNITY
    1216 FIFTH AVENUE
    YOUNGSTOWN,OH44504     		N/A CHARITY PUBLIC SUPPORT 297,120
    HENRY H STAMBAUGH AUDITORIUM
    1000 FIFTH AVENUE
    YOUNGSTOWN,OH445041603     		N/A CHARITY PUBLIC SUPPORT 297,120
    Total .................................bullet 3a 2,079,840
    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 ............     		    14 170  
    4 Dividends and interest from securities....     14 1,356,669  
    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 .............     		    18 875,553  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aGENERAL ELEC CO CO     1 113  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,232,505  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,232,505
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,570 643   1,928

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Name of Bond End of Year Book Value End of Year Fair Market Value
    133,000 APPLE INC 3.850%    
    481,000 AT&T 2.375% 11/27/18    
    184,000 BK OF AMERICA 1.350%    
    295,000 CA ST GEN PURP 7.550 424,473 455,241
    211,000 BK OF MONTREAL 2.375    
    159,000 MORGAN STANLEY 5.500 159,139 180,446
    74,000 ALTRIA GR 4.000%    
    207,000 CITIGROUP INC 5.375% 214,818 235,268
    127,000 CITIGROUP 1.300%    
    223,000 GOLDMAN SACHS 6.000% 238,300 257,795
    172,000 JPMORGAN CHASE 4.40% 167,927 186,445
    172,000 CITIGROUP 1.250%    
    283,000 MERRILL LYNCH 6.875% 316,517 325,048
    159,000 DIAGEO CAP PLC 7.375    
    142,000 KINDER MORGAN 2.650%    
    487,000 BK NOVA SCOTIA 2.050    
    156,000 BERSHIRE HATHWAY 2.9    
    369,000 VERIZON 6.550%    
    77,000 RIO TINTO FIN 2.250%    
    206,000 SEMPRA ENERGY 2.000%    
    235,000 ORACLE CORP 2.375%    
    166,000 AT&T 4.800% 6/15/44 165,396 169,147
    238,000 AMER INTL GR 3.00%    
    115,000 AMERICAN EXPRESS CR 114,846 115,225
    93,000 BB&T CORP 2.450% 92,865 92,621
    61,000 BP CAPITAL MKTS 3.535 61,000 60,653
    174,000 BANK OF AMERICA 1.70 173,817 174,040
    74,000 BK NY MELLON 2.300% 73,986 74,366
    168,000 CITIGROUP 3.750% 167,792 171,570
    224,000 CITIGROUP 1.850% 223,955 223,742
    159,000 GOLDMAN SACHS 6.250% 185,415 200,998
    261,000 ENTERPRISE PRODUCTS 2. 260,950 258,372
    238,000 GENERAL MILLS 1.400% 237,957 236,991
    128,000 GOLDMAN SACHS GR 3.850 127,831 131,277
    169,000 JPMORGAN CHASE 3.625% 168,172 172,988
    140,000 KINDER MORGAN ENERGY 4 139,765 140,281
    51,000 KINDER MORGAN 3.050% 50,896 50,595
    207,000 MORGAN STANLEY 4.75%    
    151,000 METLIFE 3.600% 150,988 154,962
    415,000 PETROBAS INT 3.500% 433,260 396,288
    132,000 RIO TINTO 1.625%    
    116,000 STATOIL ASA 2.250% 115,951 116,067
    108,000 MORGAN STANLEY 1.875% 107,883 107,605
    180,000 UNITEDHEALTH GROUP 2.3 179,678 180,743
    369,000 VERIZON COMMUNICATIONS 382,609 472,744
    160,000 MORGAN STANLEY 2.375% 159,304 159,410

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,020 SHS CHEVRON CORP 145,969 450,964
    7,000 SHS MCDONALDS CORP 356,493 655,900
    1,896 SHS AMERICAN EXPRESS 164,899 176,404
    8,000 SHS JOHNSON & JOHNSON 400,745 836,560
    8,000 SHS ABBOTT LABS 185,021 360,160
    20,000 SHS AT&T INC 672,500 671,800
    8,400 SHS CONOCOPHILLIPS 246,621 580,104
    15,000 SHS DUPONT DE NEMOURS 446,064 1,109,100
    41,048 SHS GENERAL ELEC 768,059 1,037,283
    8,000 SHS PROCTOR & GAMBLE 436,099 728,720
    1,675 SHS IBM 171,270 268,737
    15,000 SHS DOMINION RESOURCES 539,249 1,153,500
    10,250 SHS CAMPBELL SOUP CO 377,713 451,000
    6,000 SHS EXXON MOBIL CORP 440,141 554,700
    4,000 SHS UNITED TECHNOLOGIES 198,132 460,000
    30,000 SHS PFIZER INC 489,606 934,500
    20,000 SHS ALTRIA GROUP INC 339,000 985,400
    2,925 SHS ANALOG DEVICES 135,003 162,396
    8,135 SHS AUTOMATIC DATA PROC    
    20,000 SHS COCA COLA CO 488,793 844,400
    10,000 SHS HOME DEPOT INC 250,000 1,049,700
    10,000 SHS HONEYWELL INT'L INC 241,822 999,200
    2,920 SHS HELMERICH & PAYNE 231,338 196,866
    12,000 SHS PHILIP MORRIS INT'L 500,137 977,400
    12,000 SHS SMUCKER J M CO NEW 415,484 1,211,760
    15,000 SHS VERIZON COMM 436,844 701,700
    8,715 SHS APPLE COMPUTER 299,161 961,962
    5,000 SHS BERKSHIRE HATHAWAY 398,440 750,750
    1,715 SHS CHESAPEAKE ENERGY C 44,579 33,563
    7,800 SHS HERSHEY COMPANY 370,803 810,654
    5,000 SHS LAUDER ESTEE COS 160,300 381,000
    15,000 SHS MICROSOFT 448,823 696,750
    10,000 SHS NEXTERA ENERGY 551,759 1,062,900
    4,500 SHS PARKER-HANNIFIN 303,941 580,275
    2,500 SHS CITIGROUP NEW 121,750 135,275
    3,600 SHS ILLINOIS TOOLWORKS    
    5,000 SHS NORFOLK & SOUTHERN 320,165 548,050
    2,115 SHS PNC FINL SVS GROUP 133,741 192,951
    15,000 SHS PEPCO HOLDINGS 283,494 403,950
    40,320 SHS CORNING INC 792,023 924,538
    6,200 SHS NIKE INC CL B 345,218 596,130
    4,200 SHS PHILLIPS 66 73,283 301,140
    2,950 SHS PRAXAIR INC 343,950 382,202
    1,620 SHS SIMON PROPERTY GRP 237,947 295,018
    4,500 SHS ANTHEM INC 390,171 565,515
    645 SHS FEDEX CORP 105,972 112,011
    77 SHS GOOGLE INC CL A 45,181 40,861
    1,005 SHS KRAFT FOODS GROUP 59,826 62,973

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    US Government Securities - End of Year Book Value:

    3,319,981
    US Government Securities - End of Year Fair Market Value:

    3,321,524
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAPITAL CR EQUITY AGLAND CO-OP AT COST 6,303 6,303
    10,890 SPDR S&P REGIONAL BK AT COST 399,527 443,223
    192,519 FED CORP BD STRAT AT COST 2,166,611 2,127,335
    130,290 FED HIGH YIELD STRAT AT COST 1,831,594 1,739,372
    53,233 FED INTL BOND STRAT AT COST 842,662 748,456
    344,908 FED MORTGAGE STRAT AT COST 3,558,235 3,473,224
    16,959.000 IVY INTERNL CORE E AT COST 334,771 289,829
    44,998.253 GOLDMAN SACHS SM/M AT COST 887,816 953,963
    27,103.575 JPMORGAN SM CAP AT COST 1,478,500 1,472,266
    27,162.036 OPPENHEIMER DEV MK AT COST 870,000 952,301

    TY 2014 OtherDecreasesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO FILING FEE 200 0   200


    TY 2014 OtherIncomeSchedule2
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GENERAL ELEC CO COM 113 0  


    TY 2014 TaxesSchedule
    Name:
    CHRISTMAN ANNE KILCAWLEY FDN XXX-XX-XXXX
    EIN: 35-6735706
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 37,932 0   0
    FEDERAL ESTIMATES - INCOME 64,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,850 1,850   0
    FOREIGN TAXES ON NONQUALIFIED 200 200   0