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
MAXWELL C WEAVER FOUNDATION 04-8901
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

31-6275346
B Telephone number (see instructions)

(513) 632-4393
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$2,503,150J 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...... 71,317 62,760 8,556
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 184,553
b Gross sales price for all assets on line 6a 813,164
7 Capital gain net income (from Part IV, line 2)... 184,553
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 1,099    
12 Total. Add lines 1 through 11........ 256,969 247,313 8,556
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,509 34,658   3,851
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 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,295 975   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.......... 42,504 35,633 0 5,551
25 Contributions, gifts, grants paid........ 107,893 107,893
26 Total expenses and disbursements. Add lines 24 and 25 150,397 35,633 0 113,444
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 106,572
b Net investment income (if negative, enter -0-) 211,680
c Adjusted net income (if negative, enter -0-)... 8,556
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 3,780 1,114 1,114
2 Savings and temporary cash investments.......... 86,500 183,667 183,667
3 Accounts receivable bullet3,696
Less: allowance for doubtful accounts bullet   3,149 3,696 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) 158,462    
b Investments—corporate stock (attach schedule)........ 371,377 Click to see attachment343,830 491,677
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)........... 1,504,059 Click to see attachment1,700,485 1,826,692
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) 2,127,327 2,232,792 2,503,150
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......... 2,127,327 2,232,792
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)...... 2,127,327 2,232,792
31 Total liabilities and net assets/fund balances (see instructions).. 2,127,327 2,232,792
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 2,127,327
2 Enter amount from Part I, line 27a..................... 2 106,572
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,233,899
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,107
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,232,792
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 75. ABBOTT LABORATORIES     2014-03-07
b 60. ALLERGAN INC     2014-03-07
c 106. ALTRIA GROUP INC     2014-03-07
d 20. AMAZON COM INC   2013-06-10 2014-03-07
e 144. AMERICAN EXPRESS CO   2013-01-30 2014-03-07
320. BANK OF AMERICA CORP   2013-01-30 2014-03-07
60. BRISTOL-MYERS SQUIBB CO   1987-11-30 2014-03-07
298. CBS CORP CLASS B NON VOTING   2012-05-04 2014-03-07
15. CF INDUSTRIES HOLDINGS INC   2012-10-25 2014-03-07
300. CMS ENERGY CORP   2012-10-25 2014-03-07
88. CELGENE CORPORATION COM     2014-03-07
266. CERNER CORPORATION     2014-03-07
75. COCA COLA CO   2012-10-25 2014-03-07
421.152 CREDIT SUISSE COMM RET ST CO   2012-03-08 2014-03-07
4425.378 CREDIT SUISSE COMM RET ST CO   2013-06-10 2014-03-07
75. EDWARDS LIFESCIENCES CORP   2012-10-25 2014-03-07
180. FACEBOOK INC A   2013-01-30 2014-03-07
60. FASTENAL CO   2012-07-05 2014-03-07
331.583 FIDELITY INVT TR AD INTL DISCI   2012-05-04 2014-03-07
160. FOOT LOCKER INC   2012-05-04 2014-03-07
480. GENERAL ELEC CO   1985-08-02 2014-03-07
10. GOOGLE INC CL A   2012-05-04 2014-03-07
4. GOOGLE INC CL A   2012-10-25 2014-03-07
60. HALLIBURTON CO   2013-01-30 2014-03-07
210. LORILLARD INC   2012-07-05 2014-03-07
120. MASTERCARD INC   2012-10-25 2014-03-07
70. MCKESSON HBOC INC   2013-01-30 2014-03-07
574.571 NUVEEN REAL ESTATE SECS I     2014-03-07
1525.69 NUVEEN REAL ESTATE SECS I     2014-03-07
1681.125 NUVEEN REAL ESTATE SECS I     2014-03-07
48.958 NUVEEN REAL ESTATE SECS I   2007-09-25 2014-03-07
47.677 NUVEEN REAL ESTATE SECS I   2007-12-20 2014-03-07
509.289 NUVEEN DIVIDEND VALUE FUND CLASS I   2004-12-01 2014-03-07
4963.747 NUVEEN INTERMEDIATE GOVT BD FD CL I     2014-03-07
3136.702 NUVEEN INTL SELECT FD CL I   2004-12-01 2014-03-07
61.574 NUVEEN LARGE CAP GRWTH OPP CL I   1995-03-30 2014-03-07
449.875 NUVEEN LARGE CAP GRWTH OPP CL I   1995-08-29 2014-03-07
3.583 NUVEEN LARGE CAP GRWTH OPP CL I   1996-04-30 2014-03-07
14840.057 OPPENHEIMER COM STR TR FD Y   2013-06-13 2014-03-07
966.475 PIMCO FDS TOTAL RETURN FD   2012-05-04 2014-03-07
119.874 PIMCO FDS TOTAL RETURN FD   2012-07-05 2014-03-07
2619.469 PIMCO FDS TOTAL RETURN FD   2012-10-25 2014-03-07
14. THE PRICELINE GROUP INC     2014-03-07
60. PROCTER & GAMBLE CO   1985-08-02 2014-03-07
175. SPDR GOLD SHARES ETF     2014-03-07
1020. SPDR DOW JONES INTERNATIONAL ETF   2012-05-04 2014-03-07
780. SOUTHWEST AIRLINES CO   2013-01-30 2014-03-07
40. STARBUCKS CORP   2012-07-05 2014-03-07
6342.651 TEMPLETON INSTL EMERGING MKT SER ADV   2013-06-13 2014-03-07
85. TEXAS INSTRS INC   2013-06-10 2014-03-07
90. 3M CO COM   2012-10-25 2014-03-07
50. TOYOTA MTR CORP ADR 2 COM   2013-01-30 2014-03-07
200. VALERO ENERGY CORP   2012-10-25 2014-03-07
200. VERIZON COMMUNICATIONS   2012-10-25 2014-03-07
264. WHOLE FOODS MKT INC     2014-03-07
420. WILLIAMS COS INC   2012-10-25 2014-03-07
60. ACE LTD   2012-05-04 2014-03-07
.5 WASHINGTON PRIME GROUP   2013-01-30 2014-06-20
.2942 VERITIV CORP   2014-03-07 2014-08-07
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 2,970   2,340 630
b 7,629   5,842 1,787
c 3,889   3,614 275
d 7,425   5,610 1,815
e 13,517   8,586 4,931
5,538   3,683 1,855
3,320   554 2,766
20,080   9,956 10,124
3,944   3,043 901
8,327   7,248 1,079
13,522   6,534 6,988
16,077   10,861 5,216
2,885   2,781 104
3,268   3,533 -265
34,341   33,279 1,062
5,399   6,471 -1,072
12,573   5,619 6,954
2,928   2,467 461
13,356   9,951 3,405
7,307   4,965 2,342
12,477   1,283 11,194
12,164   5,992 6,172
4,866   2,713 2,153
3,368   2,430 938
11,050   9,497 1,553
9,373   5,417 3,956
12,749   7,427 5,322
12,336   8,033 4,303
32,757   18,563 14,194
36,094   36,385 -291
1,051   1,140 -89
1,024   854 170
8,663   6,916 1,747
43,631   43,834 -203
32,841   32,095 746
2,606   1,205 1,401
19,039   9,499 9,540
152   84 68
47,637   45,856 1,781
10,448   10,864 -416
1,296   1,358 -62
28,316   30,204 -1,888
19,049   8,845 10,204
4,701   216 4,485
22,568   28,527 -5,959
42,497   37,403 5,094
17,971   8,876 9,095
2,902   2,110 792
45,350   62,729 -17,379
3,895   3,108 787
12,069   7,916 4,153
5,708   4,802 906
10,548   5,215 5,333
9,376   8,878 498
14,190   12,307 1,883
17,883   14,491 3,392
5,880   4,582 1,298
10   10  
11   10 1
      46,323
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       630
b       1,787
c       275
d       1,815
e       4,931
      1,855
      2,766
      10,124
      901
      1,079
      6,988
      5,216
      104
      -265
      1,062
      -1,072
      6,954
      461
      3,405
      2,342
      11,194
      6,172
      2,153
      938
      1,553
      3,956
      5,322
      4,303
      14,194
      -291
      -89
      170
      1,747
      -203
      746
      1,401
      9,540
      68
      1,781
      -416
      -62
      -1,888
      10,204
      4,485
      -5,959
      5,094
      9,095
      792
      -17,379
      787
      4,153
      906
      5,333
      498
      1,883
      3,392
      1,298
       
      1
       
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 2 184,553
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 124,165 2,431,778 0.051059
2012 106,147 2,339,940 0.045363
2011 55,014 2,262,506 0.024316
2010 60,428 2,064,077 0.029276
2009 89,547 1,393,771 0.064248
2 Total of line 1, column (d) ...................... 2 0.214262
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 0.042852
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,537,965
5 Multiply line 4 by line 3....................... 5 108,757
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,117
7 Add lines 5 and 6......................... 7 110,874
8 Enter qualifying distributions from Part XII, line 4.............. 8 113,444
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 2,117
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 2,117
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 2,117
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,640
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 2,640
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 10 523
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet523 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 addressbullet  
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (513) 632-4393
    Located atbulletPO BOX 1118 ML CN-OH-W10XCINCINNATIOH ZIP+4bullet452011118
    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 bullet2011, 2010, 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
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet2012, 2011, 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
    US BANK TRUSTEE
    0     		38,509    
    PO BOX 1118 ML CN-OH-W10X
    CINCINNATI,OH452011118
    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
    2,403,351
    b
    Average of monthly cash balances.......................
    1b
    173,263
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,576,614
    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
    2,576,614
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    38,649
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,537,965
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    126,898
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    126,898
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,117
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,117
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,781
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,781
    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
    124,781
    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
    113,444
    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
    113,444
    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
    2,117
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    111,327
    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 7 124,781
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 99,223
    b Total for prior years:20, 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....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 113,444
    a Applied to 2013, but not more than line 2a 99,223
    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..... 14,221
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		110,560
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FAMILIES FORWARD
    2400 READING ROAD
    CINCINNATI,OH45202     		N/A PUBLIC CHARITABLE 3,000
    HEARING SPEECH AND DEAF CENTER
    OF GREATER CINCINNATI
    2825 BURNET AVENUE
    CINCINNATI,OH45219     		N/A PUBLIC CHARITABLE 5,000
    LADD
    3603 VICTORY PKWY
    CINCINNATI,OH452292207     		N/A PUBLIC CHARITABLE 5,000
    BETHANY HOUSE
    1841 FAIRMOUND AVE
    CINCINNATI,OH45214     		N/A PUBLIC CHARITABLE 5,000
    CAMP JOY
    PO BOX 417
    CLARKSVILLE,OH45113     		N/A PUBLIC CHARITABLE 3,000
    DOWN SYNDROME ASSOCIATION OF GC
    644 LINN STREET SUITE 1128
    CINCINNATI,OH45203     		N/A PUBLIC CHARITABLE 5,000
    REDWOOD
    71 ORPHANAGE ROAD
    FT MITCHELL,KY41017     		N/A PUBLIC CHARITABLE 5,084
    ROCKDALE ACADEMY
    335 ROCKDALE AVE
    CINCINNATI,OH45229     		N/A PUBLIC CHARITABLE 314
    CAMP KESEM
    PO BOX 452
    CULVER CITY,CA90232     		N/A PUBLIC CHARITABLE 5,000
    BUILDING BLOCKS FOR KIDS
    7577 CENTRAL PARKE BLVD SUITE 224
    MASON,OH45040     		N/A PUBLIC CHARITABLE 2,000
    CINCINNATI AREA SENIOR SERVICES
    2368 VICTORY PARKWAY SUITE 300
    CINCINNATI,OH45206     		N/A PUBLIC CHARITABLE 3,000
    CINCINNATI MUSIC & ARTS PROGRAM
    PO BOX 745
    CINCINNATI,OH45201     		N/A PUBLIC CHARITABLE 5,000
    MOUNT ST JOSEPH UNIVERSITY
    5701 DELHI ROAD
    CINCINNATI,OH452331670     		N/A PUBLIC CHARITABLE 5,000
    UNITED WAY OF GREATER CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		N/A PUBLIC CHARITABLE 5,000
    VISION VOICES
    3841 SPRING GROVE AVE
    CINCINNATI,OH45223     		N/A PUBLIC CHARITABLE 5,000
    CHILDREN'S HOME OF CINCINNATI
    ATTN JOAN STENGER CONTROLLER
    5050 MADISON RD
    CINCINNATI,OH452271491     		N/A PUBLIC CHARITABLE 5,000
    WILMINGTON COLLEGE
    ATTN R HARROD PYLE CENTER 1307
    1870 QUAKER WAY
    WILMINGTON,OH45177     		N/A PUBLIC SCHOLARSHIP SUPPORT 6,000
    CITY GOSPEL MISSION
    1947 AUBURN AVENUE
    CINCINNATI,OH45219     		N/A PUBLIC FOR WHIZ KIDS PROGRAM 3,000
    CET
    DBA GREATER CINTI TV ED FND
    1223 CENTRAL PKWY
    CINCINNATI,HI45214     		N/A PUBLIC CHARITABLE/FOR CHILDRENS 2,500
    UNIVERSITY OF CINCINNATI FOUNDATION
    ATTN WILLIAM E HENRICH
    PO BOX 19970
    CINCINNATI,OH452190970     		N/A PUBLIC CHARITABLE/ UC DENTAL 5,495
    BEHRINGER-CRAWFORD MUSEUM
    LAURIE RISCH DIRECTOR
    1600 MONTAGUE ROAD
    COVINGTON,KY410115648     		N/A PUBLIC FIELD TRIP EDUCATION 3,000
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH452024303     		N/A PUBLIC CHARITABLE/ CSC EDU PROGRAM 2,000
    RONALD MCDONALD HOUSE
    CHARITIES OF GREATER CINCINNATI
    350 ERKENBRECHER AVE
    CINCINNATI,OH45229     		N/A PUBLIC TO HELP FAMILIES OF 3,000
    GOOD SAMARITAN HOSPITAL FDN
    375 DIXMYTH AVENUE
    CINCINNATI,OH45220     		N/A PUBLIC FOR CHARITABLE PURPOSES 3,000
    SANTA MARIA COMMUNITY SERVICES
    617 STEINER AVENUE
    CINCINNATI,OH45204     		N/A PUBLIC CHARITABLE/EVENING GED 2,000
    STARSHINE HOSPICE
    MLC 5017
    3333 BURNETT AVENUE
    CINCINNATI,OH452293039     		N/A PUBLIC CHARITABLE 5,000
    TRI-STATE WARBIRD MUSEUM
    4021 BORMAN DRIVE
    BATAVIA,OH45103     		N/A PUBLIC HISTORIC AVIATION/EDUCATION 3,000
    YWCA
    898 WALNUT STREET
    CINCINNATI,OH45202     		N/A PUBLIC FOR GENERAL SUPPORT 3,500
    Total .................................bullet 3a 107,893
    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 71,317  
    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.....       0  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 184,553  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aEXEMPT INT & DIV     14 1,041  
    bFED TAX REFUND     14 58  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   256,969  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13256,969
    (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:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BRISTOL MYERS SQUIBB CO 692 4,427
    EXXON MOBIL CORP 674 9,707
    GENERAL ELECTRIC 1,122 10,613
    PROCTER & GAMBLE 321 8,107
    CENTURYLINK INC 3,131 3,404
    ABBOTT LABS 3,968 5,628
    ALLERGAN INC    
    ALTRIA GROUP INC    
    AMERICAN EXPRESS CO 4,209 6,513
    APPLE INC 14,794 22,407
    CMS ENERGY CORP 5,074 7,298
    CBS CORP CLASS B NON VOTING    
    CELGENE CORP 1,747 5,593
    CERNER CORP    
    CF INDUSTRIES HOLDINGS CO 6,087 8,176
    CHEVRON CORP 8,269 7,853
    COCA COLA CO    
    EDWARDS LIFE SCIENCES CORP    
    FASTENAL CO    
    FOOT LOCKER INC 4,047 6,742
    GOOGLE INC 8,452 12,685
    LORILLARD INC    
    MASTERCARD INC 5,942 10,339
    MICROSOFT CORP 9,333 12,542
    PNC FINANCIAL SERVICES GROUP    
    PRICELINE COM INC    
    STARBUCKS CORP 3,039 4,513
    VALERO ENERGY CORP 3,129 5,940
    VERIZON COMMUNICATIONS INC 7,324 7,719
    WELLS FARGO CO 3,136 5,208
    WHOLE FOODS MKT INC    
    WILLIAMS COS INC 3,795 4,943
    3M CO 5,717 10,681
    ACE LTD 8,981 12,981
    ABBVIE INC 6,840 13,088
    AMAZON COM INC    
    BANK OF AMERICA 7,424 11,539
    COLGATE PALMOLIVE 2,781 3,460
    COSTCO WHSL CORP 2,754 3,544
    CST BRANDS 739 1,526
    FACEBOOK 5,150 12,873
    HALLIBURTON 9,516 9,243
    LINCOLN NATL CORP 12,503 20,473
    MCKESSON CORP 3,183 6,227
    P P G INDS 3,068 4,623
    SIMON PROPERTY GROUP 2,283 2,732
    SOUTHWEST AIRLINES 6,771 25,180
    TEXAS INSTRUMENTS    
    TOYOTA MTR CORP A D R    
    AMERICAN TOWER 3,234 3,954
    AUTODESK INC 5,377 6,006
    BEST BUY 3,110 4,678
    BOEING 5,174 5,199
    BORG WARNER 3,688 3,297
    BRUNSWICK CORP 3,659 4,101
    DOW CHEM CO 7,936 7,298
    EOG RES INC 3,781 3,683
    GILEAD SCIENCES INC 4,710 5,656
    HARLEY DAVIDSON INC 2,735 2,636
    HEWLETT PACKARD CO 3,039 4,013
    ILLINOIS TOOL WORKSINC 3,316 3,788
    INTERNATIONAL PAPER CO 5,684 6,430
    JP MORGAN CHASE CO 4,755 5,006
    JARDEN CORP 5,018 5,746
    KOHLS CORP 3,346 3,662
    LOWES CO INC 3,023 4,128
    MACYS INC 5,828 6,575
    MARATHON OIL CORPORATION 6,852 5,658
    MOHAWK INDS INC 7,242 7,768
    MONSANTO CO 4,556 4,779
    MORGAN STANLEY 3,236 3,880
    MYLAN INC 4,378 4,510
    NAVIENT CORP W D 3,868 5,186
    PFIZER INC 9,077 8,722
    POLARIS INDS INC 4,139 4,537
    PRUDENTIAL FINANCIAL INC 7,135 7,237
    ROCKWELL AUTOMATION INC 7,455 6,672
    SLM CORP 2,166 2,446
    STRYKER CORP 3,254 3,773
    VERITIV CORP 71 104
    WASHINGTON PRIME GROUP 136 121
    XEROX CORP 4,666 5,821
    EATON CORP PLC 4,590 4,078
    INVESCO LTD 7,627 8,694
    ROYAL CARIBBEAN CRUISES LTD 6,264 9,892
    SCHLUMBERGER LTD 3,710 3,416

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES S&P PREF INDX FD AT COST 38,047 39,440
    ISHARES S&P SMALLCAP 600      
    NUVEEN EQUITY INCOME FUND      
    NUVEEN HIGH INCOME BOND FD AT COST 89,500 77,641
    NUVEEN INTERMEDIATE GOVT BD FD AT COST 89,443 89,572
    NUVEEN INTERNATIONAL FUND      
    NUVEEN LARGE CAP GRWTH OPP AT COST 52,603 91,650
    NUVEEN MID CAP INDEX FUND AT COST 60,649 103,063
    NUVEEN REAL ESTATE SECURIT AT COST 33,090 49,827
    NUVEEN TAX FREE FUND      
    NUVEEN TOTAL RETURN BOND FD      
    CREDIT SUISSE COMM RET ST AT COST 22,534 16,351
    FIDELITY INVT TRAD INTL AT COST 134,862 161,518
    ISHARES MSCI EAFE INDEX FUND AT COST 72,559 84,263
    ISHARES MSCI EMERGING MKTS AT COST 37,597 37,011
    NUVEEN ALL AMERICAN MUNI BD FD AT COST 21,630 24,173
    NUVEEN DIVIDEND VALUE FUND AT COST 66,319 81,361
    NUVEEN STRATEGIC INCOME AT COST 83,612 92,686
    PIMCO TOTAL RETURNFUND AT COST 31,846 29,865
    SPDR DJ WILSHIRE INTERNATIONAL      
    SPDR GOLD TRUST      
    T ROWE PRICE INTL BOND FUND AT COST 28,836 26,765
    TFS MARKET NEUTRAL FUND AT COST 9,359 9,335
    COLUMBIA INCOME AT COST 43,502 42,169
    I SHARES CORE S&P SMALL CAP AT COST 55,530 114,060
    OPPENHEIMER COM STR TR AT COST 10,339 7,829
    TEMPLETON INSTL EMERGING MKT AT COST 8,171 3,792
    CHICAGO IL BRD 5.25% 12/1/17 AT COST 158,462 164,838
    ISHARES DJ US REAL ESTATE ETF AT COST 2,719 3,074
    ISHARES RUSSELL 2000 INDEX ETF AT COST 18,328 18,302
    SPDR DJ INTERNATIONAL ETF AT COST 10,158 10,891
    AMERICAN BEACON INT EQ 1 FD CL AT COST 78,108 69,783
    LAUDUS INTL MARKETMASTER AT COST 38,059 34,550
    NUVEEN INTERNATIONAL GROWTH I AT COST 80,385 61,140
    RS GLOBAL NATURAL RESOUCES Y AT COST 97,161 64,978
    FEDERATED INST HI YLD BD FD AT COST 227,077 216,765

    TY 2014 OtherDecreasesSchedule
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 200 0   200


    TY 2014 OtherIncomeSchedule2
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAX EXEMPT INTEREST AND DIVIDENDS 1,041 0  
    FED TAX REFUND 58 0  


    TY 2014 TaxesSchedule
    Name:
    MAXWELL C WEAVER FOUNDATION 04-8901
    EIN: 31-6275346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 1,320 0   0
    FOREIGN TAXES ON QUALIFIED FOR 727 727   0
    FOREIGN TAXES ON NONQUALIFIED 248 248   0