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
KINGSBURY MEMORIAL FOUNDATION 50217170
 

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

81-6078134
B Telephone number (see instructions)

(503) 464-3580
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$1,337,621J 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...... 30,000 30,000  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,347
b Gross sales price for all assets on line 6a 527,957
7 Capital gain net income (from Part IV, line 2)... 34,347
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 -80 -80  
12 Total. Add lines 1 through 11........ 64,267 64,267  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,760 15,084   1,676
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 4,059 584   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,319 15,668 0 3,176
25 Contributions, gifts, grants paid........ 105,364 105,364
26 Total expenses and disbursements. Add lines 24 and 25 127,683 15,668 0 108,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,416
b Net investment income (if negative, enter -0-) 48,599
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............... 520 587 587
2 Savings and temporary cash investments.......... 53,222 56,472 56,472
3 Accounts receivable bullet750
Less: allowance for doubtful accounts bullet   1,859 750 750
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 740,429 Click to see attachment903,538 1,075,140
c Investments—corporate bonds (attach schedule)........ 436,754 Click to see attachment208,341 203,876
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,522 Click to see attachment1,522 Click to see attachment796
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,234,306 1,171,210 1,337,621
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......... 1,234,306 1,171,210
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)...... 1,234,306 1,171,210
31 Total liabilities and net assets/fund balances (see instructions).. 1,234,306 1,171,210
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 1,234,306
2 Enter amount from Part I, line 27a..................... 2 -63,416
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 322
4 Add lines 1, 2, and 3.......................... 4 1,171,212
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,171,210
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 22.702 T ROWE PRICE SC STOCK   2012-11-27 2014-01-14
b 36. SPDR GOLD SHARES ETF   2012-12-18 2014-01-14
c 100. IPATH DOW JONES UBS COMMODITY   2007-12-11 2014-03-03
d 60. ISHARES JPMORGAN USD EMERG ETF   2012-04-05 2014-03-03
e 115.956 NUVEEN REAL ESTATE SECS I   2013-06-12 2014-03-03
30. SPDR GOLD SHARES ETF   2012-12-18 2014-03-03
60. SPDR DOW JONES INTERNATIONAL ETF   2012-12-18 2014-03-03
205.339 LAUDUS INTERNATIONAL MARKETMASTERS   2013-03-01 2014-03-03
18. INTERNATIONAL BUSINESS MACHS CORP   2012-08-07 2014-03-06
23. APACHE CORP   2013-03-01 2014-03-24
88. IPATH DOW JONES UBS COMMODITY   2013-04-12 2014-03-24
12. IPATH DOW JONES UBS COMMODITY   2007-12-11 2014-03-24
13. EXPRESS SCRIPTS HLDGS C   2011-10-12 2014-03-24
25. ISHARES JPMORGAN USD EMERG ETF   2011-12-07 2014-03-24
25. J P MORGAN CHASE & CO   2011-02-01 2014-03-24
25. JOHNSON & JOHNSON   2007-09-04 2014-03-24
50. ORACLE CORPORATION   2007-01-31 2014-03-24
100. SPDR DOW JONES INTERNATIONAL ETF   2013-01-23 2014-03-24
147.992 LAUDUS INTERNATIONAL MARKETMASTERS   2013-03-07 2014-03-25
929.368 P I M C O FDS TOTAL RETURN FD   2013-05-15 2014-03-26
1755.618 AMERICAN CENTY INTL BOND FD INSTL   2013-01-23 2014-04-23
49. CHEVRONTEXACO CORP   2011-08-12 2014-04-23
1009.867 AMERICAN CENTY INTL BOND FD INSTL   2011-11-29 2014-04-25
100. SPDR DOW JONES INTERNATIONAL ETF   2013-01-23 2014-04-25
10. APACHE CORP   2013-03-01 2014-05-23
90. BANK OF AMERICA CORP   2013-05-15 2014-05-23
100. IPATH DOW JONES UBS COMMODITY   2007-12-11 2014-05-23
15. COACH INC   2013-05-01 2014-05-23
10. EXPRESS SCRIPTS HLDGS C   2011-10-12 2014-05-23
5. MONSANTO CO   2013-03-01 2014-05-23
155.28 NUVEEN REAL ESTATE SECS I   2013-03-01 2014-05-23
228.519 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-05-23
15. PRUDENTIAL FINL INC   2011-10-12 2014-05-23
50. SPDR DOW JONES INTERNATIONAL ETF   2011-03-07 2014-05-23
103.391 LAUDUS INTERNATIONAL MARKETMASTERS   2013-04-12 2014-05-23
109.745 NUVEEN REAL ESTATE SECS I   2013-03-01 2014-06-17
459.137 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-06-17
100. SPDR DOW JONES INTERNATIONAL ETF   2011-03-07 2014-06-17
60. COACH INC   2013-05-01 2014-06-19
14. COVIDIEN PLC   2012-08-07 2014-06-19
13. APACHE CORP   2013-03-01 2014-06-26
25000. BHP BILLION FIN USA 2.875% 2/24/22   2012-09-17 2014-06-26
125. IPATH DOW JONES UBS COMMODITY   2010-11-02 2014-06-26
502.008 BLACKROCK EMERGING MKTS L S EQTY IS   2014-03-03 2014-06-26
25. CITIGROUP INC   2012-08-22 2014-06-26
15. EXPRESS SCRIPTS HLDGS C   2011-10-12 2014-06-26
324.395 NUVEEN REAL ESTATE SECS I   2013-06-12 2014-06-26
457.038 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-06-26
250. SPDR DOW JONES INTERNATIONAL ETF   2011-01-24 2014-06-26
305.998 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-12 2014-06-26
132.626 SCOUT INTERNATIONAL FUND   2013-05-15 2014-06-26
20. COVIDIEN PLC   2012-08-07 2014-06-26
13. ACE LTD   2012-04-30 2014-06-26
50. BANK OF AMERICA CORP   2013-05-15 2014-07-01
63. IPATH DOW JONES UBS COMMODITY   2013-01-23 2014-07-03
25. ISHARES S P U S PREFERRED STOCK ETF   2010-11-03 2014-07-03
25. SPDR DOW JONES INTERNATIONAL ETF   2011-01-24 2014-07-03
717.049 BLACKROCK EMERGING MKTS L S EQTY IS   2014-03-25 2014-07-07
64.851 NUVEEN REAL ESTATE SECS I   2013-06-12 2014-07-07
228.938 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-07-07
60.12 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-12 2014-07-07
25. DOW CHEM CO   2013-05-08 2014-08-04
10. EXPRESS SCRIPTS HLDGS C   2011-10-12 2014-08-04
5. GOLDMAN SACHS GROUP INC   2010-01-08 2014-08-04
25. MERCK AND CO INC   2013-01-23 2014-08-04
10. MONSANTO CO   2013-03-01 2014-08-04
108.601 NUVEEN REAL ESTATE SECS I   2013-06-12 2014-08-04
457.457 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-08-04
50. SPDR DOW JONES INTERNATIONAL ETF   2011-01-24 2014-08-04
105.042 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-12 2014-08-04
136.575 SCOUT INTERNATIONAL FUND   2013-05-15 2014-08-04
10. WAL MART STORES INC   2007-01-18 2014-08-04
24. J P MORGAN CHASE & CO   2011-02-01 2014-08-07
15. PRUDENTIAL FINL INC   2011-10-12 2014-08-07
50. SPDR DOW JONES INTERNATIONAL ETF   2011-01-24 2014-08-07
212.134 LAUDUS INTERNATIONAL MARKETMASTERS   2013-06-12 2014-08-07
106.119 SCOUT INTERNATIONAL FUND   2013-11-21 2014-08-07
31.244 SCOUT INTERNATIONAL FUND   2013-05-15 2014-08-07
57. SOUTHWEST AIRLINES CO   2014-03-24 2014-08-21
. COUNTRYWIDE FINANCIAL CORPORATION     2014-08-25
25. DOW CHEM CO   2013-05-08 2014-08-29
2. GOOGLE INC CL C   2012-01-20 2014-08-29
454.959 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-08-29
67. SPDR DOW JONES INTERNATIONAL ETF   2011-11-07 2014-08-29
18. SCHLUMBERGER LTD   2008-04-03 2014-08-29
133.941 SCOUT INTERNATIONAL FUND   2013-07-10 2014-08-29
10. WAL MART STORES INC   2007-01-18 2014-08-29
913.242 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-09-05
103.391 LAUDUS INTERNATIONAL MARKETMASTERS   2013-03-01 2014-09-05
133.227 SCOUT INTERNATIONAL FUND   2013-07-10 2014-09-05
14. GILEAD SCIENCES INC   2011-10-12 2014-09-10
100. IPATH DOW JONES UBS COMMODITY   2013-11-21 2014-09-24
214.869 LAUDUS INTERNATIONAL MARKETMASTERS   2012-11-02 2014-09-24
137.438 SCOUT INTERNATIONAL FUND   2012-11-02 2014-09-24
15. IPATH DOW JONES UBS COMMODITY   2013-11-21 2014-10-06
35. IPATH DOW JONES UBS COMMODITY   2013-01-23 2014-10-06
2291.476 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-10-06
429.923 SCOUT INTERNATIONAL FUND   2012-11-02 2014-10-06
3190.52 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-10-15
100. SPDR DOW JONES INTERNATIONAL ETF   2011-11-14 2014-10-15
2283.105 P I M C O FDS TOTAL RETURN FD   2012-11-27 2014-10-21
15000. CISCO SYSTEMS 2.900% 11/17/14   2010-04-15 2014-11-17
. AMERICAN INTL GROUP INC     2014-11-26
100. IPATH DOW JONES UBS COMMODITY   2013-02-07 2014-12-10
7. BOEING CO   2011-10-12 2014-12-10
17. CALIFORNIA RESOURCES CORP   2014-09-09 2014-12-10
7. GOLDMAN SACHS GROUP INC   2009-12-17 2014-12-10
5. MONSANTO CO   2013-03-01 2014-12-10
911.577 P I M C O FDS TOTAL RETURN FD   2013-05-15 2014-12-10
1112.347 T ROWE PRICE INTL BOND FUND   2014-07-07 2014-12-10
261.552 LAUDUS INTERNATIONAL MARKETMASTERS   2012-11-02 2014-12-10
138.696 SCOUT INTERNATIONAL FUND   2012-08-22 2014-12-10
5. 3M CO   2003-01-17 2014-12-10
10. ACE LTD   2012-04-30 2014-12-10
368.55 GOLDMAN SACHS COMM STRAT INS   2014-06-26 2014-12-22
275.989 P I M C O FDS TOTAL RETURN FD   2013-05-15 2014-12-22
223.214 T ROWE PRICE INTL BOND FUND   2014-06-17 2014-12-22
.6 CALIFORNIA RESOURCES CORP   2014-03-24 2014-12-23
. FANNIE MAE COM     2014-12-23
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 1,016   802 214
b 4,321   5,828 -1,507
c 3,967   5,460 -1,493
d 6,540   6,599 -59
e 2,500   2,524 -24
3,908   4,857 -949
2,455   2,548 -93
4,895   4,238 657
3,387   3,597 -210
1,858   1,689 169
3,428   3,465 -37
467   655 -188
983   536 447
2,742   2,738 4
1,522   1,139 383
2,378   1,550 828
1,902   870 1,032
4,003   4,140 -137
3,522   3,100 422
10,028   10,424 -396
25,000   25,068 -68
6,110   4,721 1,389
14,431   14,205 226
4,214   4,037 177
903   734 169
1,324   1,220 104
3,978   5,156 -1,178
619   880 -261
701   412 289
600   507 93
3,533   3,435 98
2,502   2,645 -143
1,224   773 451
2,192   1,980 212
2,506   2,188 318
2,505   2,404 101
4,991   5,315 -324
4,368   3,896 472
2,201   3,521 -1,320
1,283   730 553
1,286   955 331
24,906   25,420 -514
4,984   5,764 -780
5,015   5,160 -145
1,179   761 418
1,033   618 415
7,487   7,086 401
5,009   5,291 -282
10,967   9,723 1,244
7,524   6,471 1,053
4,989   4,782 207
1,820   1,042 778
1,345   987 358
777   678 99
2,473   2,707 -234
992   986 6
1,110   972 138
7,278   7,340 -62
1,497   1,412 85
2,498   2,650 -152
1,494   1,267 227
1,275   866 409
706   412 294
855   865 -10
1,410   1,067 343
1,139   1,013 126
2,515   2,279 236
5,005   5,296 -291
2,187   1,945 242
2,509   2,214 295
5,016   4,925 91
734   487 247
1,345   1,093 252
1,303   773 530
2,156   1,945 211
4,972   4,459 513
3,836   3,875 -39
1,129   1,127 2
1,788   1,334 454
21     21
1,338   866 472
1,139   586 553
5,000   5,267 -267
2,996   2,483 513
1,973   1,663 310
4,988   4,609 379
755   487 268
10,009   10,572 -563
2,502   2,020 482
5,004   4,429 575
1,503   284 1,219
3,450   3,600 -150
5,026   4,104 922
5,011   4,362 649
519   540 -21
1,210   1,477 -267
25,000   26,528 -1,528
15,150   13,533 1,617
34,968   36,936 -1,968
3,973   3,440 533
24,977   26,431 -1,454
15,000   15,254 -254
183     183
3,200   4,214 -1,014
902   455 447
98   147 -49
1,369   1,203 166
603   507 96
9,936   10,290 -354
10,100   10,862 -762
5,924   4,985 939
4,915   4,269 646
802   315 487
1,157   760 397
1,482   2,222 -740
3,006   3,096 -90
2,000   2,176 -176
3   5 -2
98     98
      24,117
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       214
b       -1,507
c       -1,493
d       -59
e       -24
      -949
      -93
      657
      -210
      169
      -37
      -188
      447
      4
      383
      828
      1,032
      -137
      422
      -396
      -68
      1,389
      226
      177
      169
      104
      -1,178
      -261
      289
      93
      98
      -143
      451
      212
      318
      101
      -324
      472
      -1,320
      553
      331
      -514
      -780
      -145
      418
      415
      401
      -282
      1,244
      1,053
      207
      778
      358
      99
      -234
      6
      138
      -62
      85
      -152
      227
      409
      294
      -10
      343
      126
      236
      -291
      242
      295
      91
      247
      252
      530
      211
      513
      -39
      2
      454
      21
      472
      553
      -267
      513
      310
      379
      268
      -563
      482
      575
      1,219
      -150
      922
      649
      -21
      -267
      -1,528
      1,617
      -1,968
      533
      -1,454
      -254
      183
      -1,014
      447
      -49
      166
      96
      -354
      -762
      939
      646
      487
      397
      -740
      -90
      -176
      -2
      98
       
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 34,347
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 63,871 2,161,370 0.029551
2012 62,965 1,292,397 0.04872
2011 67,488 1,308,200 0.051588
2010 52,916 1,248,599 0.04238
2009 50,005 1,139,766 0.043873
2 Total of line 1, column (d) ...................... 2 0.216112
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 0.043222
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,357,013
5 Multiply line 4 by line 3....................... 5 58,653
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 486
7 Add lines 5 and 6......................... 7 59,139
8 Enter qualifying distributions from Part XII, line 4.............. 8 108,540
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 1 486
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........................... 3 486
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- ..... 5 486
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,456
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 2,456
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 1,970
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet488 RefundedBullet 11 1,482
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)
    bulletMT
    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 Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
     
    No
    .........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
    US BANK TRUSTEE
    1     		16,760    
    PO BOX 3168
    PORTLAND,OR97208
    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
    1,341,297
    b
    Average of monthly cash balances.......................
    1b
    36,381
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,377,678
    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
    1,377,678
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,665
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,357,013
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    67,851
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    67,851
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    486
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    486
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,365
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    67,365
    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
    67,365
    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
    108,540
    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
    108,540
    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
    486
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    108,054
    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 67,365
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 37,272
    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....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 108,540
    a Applied to 2013, but not more than line 2a 37,272
    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..... 67,365
    e Remaining amount distributed out of corpus 3,903
    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 3,903
    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 ......     		3,903
    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.... 3,903
    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 e-mail address of the person to whom applications should be addressed:
    REBEKAH FINK - US BANK
    PO BOX 5000
    GREAT FALLS,MT59403
    (406) 455-1072
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE REPRESENTATIVE
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE AND EDUCATIONAL PURPOSES WITHIN MONTANA CONCENTRATING IN THE GREAT FALLS AREA.
    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
    MT SCHOOL FOR THE DEAF & BLIND FDN
    PO BOX 6576
    GREAT FALLS,MT59406     		NONE PUBLIC GENERAL SUPPORT 4,530
    MIRACLE FLIGHTS FOR KIDS
    2764 N GREEN VALLEY PARKWAY 115
    GREEN VALLEY,NV89014     		NONE PUBLIC GENERAL SUPPORT 5,000
    SHODAIR CHILDREN'S HOSPITAL
    PO BOX 5539
    HELENA,MT59604     		NONE PUBLIC GENERAL SUPPORT 5,000
    SPECIAL OLYMPICS MONTANA
    PO BOX 3507
    GREAT FALLS,MT59403     		NONE PUBLIC GENERAL SUPPORT 10,000
    BENEFIS HEALTHCARE FOUNDATION
    PO BOX 7008
    GREAT FALLS,MT59406     		NONE PUBLIC GENERAL SUPPORT 1,000
    CENTER FOR MENTAL HEALTH
    PO BOX 1653
    GREAT FALLS,MT59403     		NONE PUBLIC GENERAL SUPPORT 7,030
    CHILDREN'S ONCOLOGY CAMP FOUNDATION
    PO BOX 1450
    MISSOULA,MT59806     		NONE PUBLIC GENERAL SUPPORT 12,500
    EAGLE MOUNT - GREAT FALLS
    9 3RD STREET NORTH STE 1
    GREAT FALLS,MT59401     		NONE PUBLIC GENERAL SUPPORT 14,550
    EASTER SEALSGOODWILL-NRM
    4400 CENTRAL AVE
    GREAT FALLS,MT59405     		NONE PUBLIC GENERAL SUPPORT 14,550
    GREAT FALLS AMERICAN LEGION BBALL
    PO BOX 2768
    GREAT FALLS,MT59403     		NONE PUBLIC GENERAL SUPPORT 1,500
    INTERMOUNTAIN CHILDREN'S
    HOME
    500 SLAMBORN
    HELENA,MT59457     		NONE PUBLIC GENERAL SUPPORT 5,804
    MCLAUGHLIN RESEARCH
    INSTITUTE
    1520 23RD ST SOUTH
    GREAT FALLS,MT59405     		NONE PUBLIC GENERAL SUPPORT 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    1629 AVE D STE 2-C
    BILLINGS,MT59102     		NONE PUBLIC GENERAL SUPPORT 3,500
    OVARIAN CANCER SURVIVORS
    FOUNDATION
    416 COVENTRY COURT
    HELENA,MT59601     		NONE PUBLIC SCHOLARSHIP 4,500
    PARIS GIBSON SQUARE MUSEUM OF ART
    1400 1ST AVENUE NORTH
    GREAT FALLS,MT59401     		NONE PUBLIC GENERAL SUPPORT 3,400
    SCOTTISH RITE CHILDHOOD
    LANGUAGE CTR
    1304 13TH STREET SOUTH
    GREAT FALLS,MT59405     		NONE PUBLIC GENERAL SUPPORT 7,500
    Total .................................bullet 3a 105,364
    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 30,000  
    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 34,347  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRENTAL LOSS     16 -80  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   64,267  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1364,267
    (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.)
    11 0
    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:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES S&P PREF STK INDX FD 28,645 29,777
    PIMCO TOTAL RETURN FUND 50,354 47,932
    OPPENHEIMER SR FLOAT RATE Y 27,052 26,347
    NUVEEN HIGH INCOME BOND FD 31,054 28,514
    CISCO SYSTEMS 2.900 11/17/2014    
    BARCLAYS BANK 04/10/2015    
    AMERICAN CENTY INTL BOND    
    ISHARES BARCLAYS TIPS BOND 27,816 28,227
    ISHARES JPMORGAN EM BOND 7,269 7,131
    PACCAR FINL CORP 1.6 3/15/2017 25,111 25,210
    BHP BILLION FIN 2.875 2/24/22    
    ISHARES CORE MSCI EAFE ETF 5,946 5,753
    ISHARES CORE MSCI EMERGING MKT 5,094 4,985

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EMERSON ELEC CO 5,339 6,173
    IBM CORP    
    APACHE CORP    
    APPLE INC 644 13,908
    BANK OF AMERICA CORP 1,763 2,326
    MARATHON OIL CORP 10,129 8,204
    T ROWE PRICE MID-CAP GROWTH FD 36,687 46,252
    ECOLAB INC 4,910 4,703
    EXXON MOBIL CORP 2,956 7,766
    GENERAL ELEC CO 5,266 5,206
    GOOGLE INC 4,470 10,575
    INTEL CORP 3,940 6,060
    J P MORGAN CHASE & CO 5,262 7,510
    JOHNSON & JOHNSON 3,380 7,006
    MCDONALDS CORP 4,677 7,590
    MICROSOFT CORP 3,534 6,410
    ORACLE CORPORATION 2,118 5,576
    PEPSICO INC 4,872 8,983
    PFIZER INC 8,830 8,161
    PRAXAIR INC 1,575 4,405
    PROCTOR & GAMBLE CO 4,959 8,107
    QUALCOMM INC 993 4,683
    STATE STR CORP 2,272 5,024
    TARGET CORPORATION 4,684 8,046
    UNITED TECHNOLOGIES CORP 3,197 6,900
    VERIZON COMMUNICATIONS 4,022 5,988
    WAL MART STORES INC 1,948 3,435
    WELLS FARGO & CO 4,315 9,045
    3M CO 2,989 8,052
    SCHLUMBERGER LTD 2,318 5,125
    SPDR GOLD TRUST 2,660 2,612
    T ROWE PRICE SC STOCK 30,330 36,962
    LAUDUS INTL MRKTMASTERS INV 57,564 71,461
    COACH INC    
    GOLDMAN SACHS GROUP INC 1,753 2,132
    MASTERCARD INC CL A 1,597 6,031
    ACCENTURE PLC CL A 3,253 4,466
    COVIDIEN PLC 1,407 2,762
    MERCK & CO INC 2,561 3,407
    DISNEY WALT CO 3,749 7,064
    T ROWE PRICE MID-CAP VALUE FD 40,007 45,183
    STARBUCKS CORP 2,420 7,220
    IPATH DOW JONES UBS COMMODITY 6,149 4,487
    SCOUT INTERNATIONAL FUND 51,789 55,281
    BAXTER INTL INC 4,462 5,936
    BOEING CO 3,123 6,239
    DOW CHEM CO 1,801 2,372
    CHEVRON CORPORATION    
    MONSANTO CO 1,520 1,792
    ABERDEEN FDS EMERGN MKT INSTL 57,650 49,012
    LOOMIS SAYLES STRATEGIC ALPHA 29,673 28,550
    ROBECO BOSTON PARTNERS LS RSCH 49,660 58,191
    EXPRESS SCRIPTS 618 1,270
    GILEAD SCIENCES INC 1,096 5,090
    P G E CORP 3,529 4,046
    PRUDENTIAL FINANCIAL INC 2,833 4,975
    CITIGROUP INC 3,378 6,006
    ACE LTD 2,021 3,446
    NUVEEN REAL ESTATE SECURITY CL 42,659 59,396
    SPDR DJ WILSHIRE INTERNATIONAL    
    ABBVIE INC 2,516 2,683
    ANADARKO PETROLEUM CORP 3,234 3,218
    ATT&T INC 1,766 1,680
    BAIRD AGGREGATE BOND FD INSTL 60,000 60,100
    BARCLAYS 5YR SPX KI 4/10/15 10,000 19,361
    CAPITAL ONE FINANCIAL CORP 2,756 2,889
    CAUSEWAY EMERGING MARKETS INST 11,000 10,554
    COMCAST CORP CL A 1,688 1,740
    FEDERATED INST HI YLD BD FD 29,000 27,894
    FIDELITY INVT TR AD INTL DISCI 14,000 13,786
    GLENMEDE SC EQUITY PORT ADV 2,500 2,617
    GOLDMAN SACHS COMM STRAT INS 11,778 8,004
    HEWLETT PACKARD CO 3,361 4,495
    INVESCO LTD 3,015 3,320
    LOWES CO INC 4,830 6,880
    LS OPPORTUNITY 25,000 24,841
    MOHAWK INDS INC 3,959 4,350
    MORGAN STANLEY 2,475 3,026
    NRG ENERGY INC 1,833 1,617
    NUVEEN STRATEGIC INCOME I 39,000 38,630
    OCCIDENTAL PETROLEUM CORP 4,211 3,547
    PNC FINANCIAL SERVICES GROUP 2,714 2,737
    SOUTHWEST AIRLINES 1,286 2,370
    STRYKER CORP 4,572 5,282
    T ROWE PRICE GROWTH STOCK 17,500 16,761
    T ROWE PRICE INTL BOND FUND 20,910 19,145
    T ROWE PRICE INTL GR&INC FD 21,000 18,454
    TCW EMERGING MARKETS INCOME FD 8,500 8,344
    VANGUARD 500 INDEX ADMIRAL 22,000 23,558
    VANGUARD GLBL EX US REAL ESTAT 5,042 5,084
    VANGUARD REIT ETF 6,684 7,452
    XILINX INC 4,097 4,113

    TY 2014 OtherAssetsSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENBOW MINES LLP 1,522 1,522 796


    TY 2014 OtherDecreasesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Description Amount
       


    TY 2014 OtherIncomeSchedule2
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL LOSS FROM BENBOW MINE, LLP -80 -80  


    TY 2014 OtherIncreasesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    KINGSBURY MEMORIAL FOUNDATION 50217170
    EIN: 81-6078134
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,019 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,456 0   0
    FOREIGN TAXES ON QUALIFIED FOR 572 572   0
    FOREIGN TAXES ON NONQUALIFIED 12 12   0