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
SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
 

Number and street (or P.O. box number if mail is not delivered to street address)110 WEST FAYETTE ST - 8TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SYRACUSE, NY13202
A Employer identification number

59-6883622
B Telephone number (see instructions)

(315) 422-1391
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$1,695,629J 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).............. 20,942
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 36,059 36,059  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,611
b Gross sales price for all assets on line 6a 442,747
7 Capital gain net income (from Part IV, line 2)... 78,611
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 135,612 114,670  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,135 2,135   0
b Accounting fees (attach schedule)....... Click to see attachment 3,661 3,661   0
c Other professional fees (attach schedule).... Click to see attachment 12,171 12,171   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 103 103   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,070 18,070   0
25 Contributions, gifts, grants paid........ 75,525 75,525
26 Total expenses and disbursements. Add lines 24 and 25 93,595 18,070   75,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,017
b Net investment income (if negative, enter -0-) 96,600
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 3,360 9,263 9,263
2 Savings and temporary cash investments.......... 44,702 101,456 101,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 960 1,000 1,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,404,278 Click to see attachment1,382,626 1,583,910
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,453,300 1,494,345 1,695,629
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 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......... 1,621,125 1,621,125
28 Paid-in or capital surplus, or land, bldg., and equipment fund 748,469 748,469
29 Retained earnings, accumulated income, endowment, or other funds -916,294 -875,249
30 Total net assets or fund balances (see instructions)...... 1,453,300 1,494,345
31 Total liabilities and net assets/fund balances (see instructions).. 1,453,300 1,494,345
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 1,453,300
2 Enter amount from Part I, line 27a..................... 2 42,017
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,495,317
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 972
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,494,345
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 HALLIBURTON CO P 2014-10-17 2014-11-19
b MICHAEL KORS HOLDINGS P 2014-03-31 2014-11-19
c CORE LABS NV P 2014-05-13 2014-11-19
d AGL RES INC P 2013-06-10 2014-11-26
e ABBOTT LABS P 2013-06-10 2014-11-26
ABBVIE INC P 2011-11-08 2014-11-26
EDGEWOOD GROWTH INSTL P 2013-06-05 2014-03-25
AETNA INC P 2013-06-10 2014-11-26
ALLERGAN INC P 2011-11-10 2014-11-19
ALLIANCE DATA SYS CORP P 2013-07-12 2014-03-17
ALTRIA GROUP INC P 2011-11-08 2014-11-26
AMAZON.COM INC P 2012-02-27 2014-10-24
AMERICAN EXPRESS CO P 2011-11-08 2014-01-14
AMERIPRISE FINL INC P 2011-11-08 2014-11-26
APPLE COMPUTER INC P 2011-11-22 2014-11-26
ARBITRAGE FUND P 2012-09-27 2014-05-19
BANK OF AMERICA CORP P 2013-06-10 2014-11-26
BED BATH & BEYOND INC P 2012-10-23 2014-02-28
BERKSHIRE HATHAWAY INC P 2013-06-10 2014-11-26
BRISTOL MYERS SQUIBB CO P 2014-04-01 2014-11-26
BRUNSWICK CORP P 2013-06-10 2014-11-26
CIGNA CORP P 2013-06-10 2014-11-26
CVS/CAREMARK CORP P 2011-11-08 2014-11-26
CAMERON INTL CORP P 2014-04-25 2014-11-26
CATERPILLAR INC P 2011-11-08 2014-11-26
CELGENE CORP P 2014-08-22 2014-11-26
CHEVRON CORP P 2013-06-10 2014-11-26
CLOROX CO P 2013-06-10 2014-11-26
COCA COLA CO P 2012-01-24 2014-11-26
COGNIZANT TECH SOLUTIONS P 2014-11-06 2014-11-26
COMCAST CORP P 2014-09-25 2014-11-26
CONOCOPHILLIPS P 2013-06-10 2014-11-26
COSTCO WHOLESALE CORP P 2012-04-11 2014-12-04
DANAHER CORP P 2012-01-12 2014-11-26
DAVITA INC P 2013-02-05 2013-02-05
WALT DISNEY CO P 2013-02-15 2014-11-26
DOW CHEMICAL CO P 2013-06-10 2014-11-26
DUKE ENERGY HOLDING CORP P 2013-02-15 2014-11-26
EMC CORP P 2014-09-25 2014-11-26
EATON VANCE GLOBAL MACRO P 2012-01-13 2014-11-25
EBAY INC P 2013-03-12 2014-11-06
ECOLAB INC P 2012-08-22 2014-11-26
EXPRESS SCRIPTS HOLDING CO P 2013-02-20 2014-11-26
FASTENAL CO P 2013-08-06 2014-11-26
GENERAL ELECTRIC CO P 2013-06-10 2014-11-26
GENERAL MILLS INC P 2013-06-10 2014-11-26
GENESEE & WYOMING INC P 2013-10-17 2014-11-19
GILEAD SCIENCES INC P 2011-11-28 2014-11-26
GOOGLE INC P 2014-10-17 2014-11-19
HALLIBURTON CO P 2014-11-21 2014-12-04
HALYARD HEALTH INC P 2011-11-22 2014-11-18
HARTFORD FINANCIAL SVCS P 2011-11-08 2014-11-26
HONEYWELL INTL INC P 2011-11-08 2014-11-26
INFORMATICA CORP P 2013-05-28 2014-07-25
INTERCONTINENTALEXCHANGE P 2012-10-17 2014-11-26
JUNIPER NETWORKS INC P 2014-07-24 2014-11-26
KANSAS CITY SOUTHERN P 2014-05-20 2014-11-19
KIMBERLY CLARK CORP P 2011-11-08 2014-11-26
ESTEE LAUDER COS P 2014-05-07 2014-11-19
LOCKHEED MARTIN CORP P 2011-11-08 2014-11-26
LOWES COS INC P 2013-04-25 2014-11-26
MARSH & MCLENNAN COS P 2013-03-19 2014-11-26
MCDONALDS CORP P 2013-02-15 2014-09-25
MICROSOFT CORP P 2013-02-14 2014-03-25
MONSANTO CO P 2013-02-15 2014-11-26
NIKE INC P 2011-11-08 2014-11-26
NORDSTROM INC P 2013-08-26 2014-11-19
NORFOLK SOUTHERN CORP P 2013-06-10 2014-11-26
OCCIDENTAL PETE CORP P 2013-01-11 2014-10-17
ORACLE CORP P 2014-05-20 2014-11-19
PIMCO HIGH YIELD P 2011-11-18 2014-11-25
PANERA BREAD CO P 2013-04-08 2014-11-26
PEPSICO INC P 2014-06-17 2014-11-26
PHILIP MORRIS INTL P 2013-02-15 2014-11-26
PIMCO COMMODITY REAL RET P 2011-12-29 2014-11-25
PIMCO DEV LOCAL MKTS P 2012-08-27 2014-03-06
PRAXAIR INC P 2014-04-15 2014-11-19
PRECISION CASTPARTS CORP P 2014-08-05 2014-11-26
T ROWE PRICE GRP P 2011-11-08 2014-11-19
PUBLIC SVC ENTERPRISE P 2011-11-08 2014-11-26
QUALCOMM INC P 2011-11-08 2014-11-26
RALPH LAUREN CORP P 2014-08-12 2014-11-26
RAYMOND JAMES FINL INC P 2014-02-21 2014-11-26
ROCKWELL AUTOMATION INC P 2013-08-02 2014-03-31
ROSS STORES INC P 2013-02-15 2014-12-04
ROYAL DUTCH SHELL P 2011-11-08 2014-11-26
ROYCE SPRECIAL EQUITY P 2012-01-13 2014-03-06
SCHLUMBERGER LTD P 2011-11-08 2014-11-26
SPECTRA ENERGY CORP P 2013-06-10 2014-11-26
STARBUCKS CORP P 2014-02-04 2014-11-26
TARGET CORP P 2013-06-10 2014-11-26
TEXAS INSTRUMENTS INC P 2011-11-08 2014-11-26
TEXTRON INC P 2013-06-10 2014-11-26
3M CO P 2013-06-10 2014-11-26
TURNER SPECTRUM FUND P 2013-02-14 2014-05-19
TWENTY FIRST CENTURY FOX P 2013-12-10 2014-11-26
UNION PACIFIC CORP P 2011-11-22 2014-05-20
UNITEDHEALTH GROUP INC P 2012-11-07 2014-09-25
VISA INC P 2014-07-08 2014-11-26
VMWARE INC P 2014-04-25 2014-11-26
WASTE MANAGEMENT INC P 2013-06-10 2014-11-26
WHOLE FOODS MKT INC P 2014-01-24 2014-11-19
EATON CORP P 2013-10-31 2014-11-19
PERRIGO CO P 2013-12-18 2014-11-26
CAPITAL GAINS 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 242   242 0
b 290   290 0
c 409   409 0
d 1,044   851 193
e 885   748 137
2,390   1,293 1,097
25,000   20,434 4,566
2,600   1,774 826
2,180   1,089 1,091
1,980   1,334 646
2,735   1,786 949
3,090   2,046 1,044
1,343   1,115 228
3,301   1,788 1,513
4,474   2,685 1,789
34,520   35,095 -575
511   402 109
1,758   1,595 163
3,701   2,499 1,202
937   827 110
1,961   1,198 763
2,547   1,646 901
2,620   1,290 1,330
345   386 -41
1,056   955 101
1,403   1,211 192
1,151   1,223 -72
1,948   1,617 331
1,148   931 217
320   314 6
1,255   1,151 104
1,062   931 131
1,402   974 428
745   452 293
1,887   1,510 377
1,673   1,158 515
1,286   856 430
1,197   1,020 177
539   524 15
20,000   20,541 -541
2,885   2,815 70
566   330 236
2,452   1,929 523
850   935 -85
4,520   3,039 1,481
1,059   964 95
294   285 9
3,603   1,732 1,871
2,164   1,761 403
2,051   2,634 -583
262   166 96
820   353 467
2,855   2,057 798
1,401   1,942 -541
883   522 361
1,738   1,666 72
368   314 54
2,349   1,875 474
217   221 -4
4,728   2,431 2,297
1,717   1,289 428
672   447 225
3,102   3,066 36
51,677   38,320 13,357
1,798   1,468 330
582   282 300
589   461 128
1,172   760 412
3,249   3,105 144
824   747 77
23,615   22,117 1,498
334   357 -23
992   873 119
1,829   1,920 -91
5,000   6,434 -1,434
57,563   59,000 -1,437
256   258 -2
939   931 8
638   447 191
1,233   1,022 211
2,536   1,925 611
540   488 52
448   418 30
1,123   895 228
781   608 173
1,068   1,068 0
18,256   15,000 3,256
2,652   2,067 585
1,371   1,077 294
861   801 60
1,438   1,410 28
736   438 298
3,044   1,893 1,151
3,161   2,191 970
36,470   34,673 1,797
779   761 18
3,626   1,912 1,714
3,946   2,766 1,180
1,255   1,072 183
599   669 -70
974   812 162
760   831 -71
268   275 -7
635   621 14
22,639     22,639
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       0
b       0
c       0
d       193
e       137
      1,097
      4,566
      826
      1,091
      646
      949
      1,044
      228
      1,513
      1,789
      -575
      109
      163
      1,202
      110
      763
      901
      1,330
      -41
      101
      192
      -72
      331
      217
      6
      104
      131
      428
      293
      377
      515
      430
      177
      15
      -541
      70
      236
      523
      -85
      1,481
      95
      9
      1,871
      403
      -583
      96
      467
      798
      -541
      361
      72
      54
      474
      -4
      2,297
      428
      225
      36
      13,357
      330
      300
      128
      412
      144
      77
      1,498
      -23
      119
      -91
      -1,434
      -1,437
      -2
      8
      191
      211
      611
      52
      30
      228
      173
      0
      3,256
      585
      294
      60
      28
      298
      1,151
      970
      1,797
      18
      1,714
      1,180
      183
      -70
      162
      -71
      -7
      14
      22,639
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 78,611
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 46,028 1,583,971 0.029059
2012 25,400 1,431,152 0.017748
2011 19,830 1,457,077 0.013609
2010 25,530 1,440,924 0.017718
2009 15,630 1,183,861 0.013203
2 Total of line 1, column (d) ...................... 2 0.091337
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 0.018267
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,669,094
5 Multiply line 4 by line 3....................... 5 30,489
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 966
7 Add lines 5 and 6......................... 7 31,455
8 Enter qualifying distributions from Part XII, line 4.............. 8 75,525
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 1 966
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........................... 3 966
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- ..... 5 966
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet34 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGROSSMAN ST AMOUR CPAS PLLC Telephone no.bullet (315) 422-1391
    Located atbullet110 WEST FAYETTE STSYRACUSENY ZIP+4bullet13202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID A HOLSTEIN TRUSTEE
    0.00     		0 0 0
    110 WEST FAYETTE ST-8TH FLOOR
    SYRACUSE,NY13202
    DAVID M SLOTNICK TRUSTEE
    0.00     		0 0 0
    2345 RIDGE TREE COURT
    ELLICOTT CITY,MD21042
    CAROL Z SLOTNICK TRUSTEE
    0.00     		0 0 0
    2345 RIDGE TREE COURT
    ELLICOTT CITY,MD21042
    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.........................bullet0
    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
    1,614,142
    b
    Average of monthly cash balances.......................
    1b
    79,390
    c
    Fair market value of all other assets (see instructions)................
    1c
    980
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,694,512
    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
    1,694,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,418
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,669,094
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,455
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    83,455
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    966
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    966
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    82,489
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    82,489
    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
    82,489
    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
    75,525
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    75,525
    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
    966
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    74,559
    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 82,489
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 75,525
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 75,525
    a Applied to 2013, but not more than line 2a 75,525
    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..... 0
    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 ..........     		82,489
    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....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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:
    DAVID HOLSTEIN
    110 WEST FAYETTE ST SUITE 900
    SYRACUSE,NY13202
    (315) 422-1391
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168060     		NONE N/A GENERAL 5,000
    BALTIMORE HEBREW CONGREGATION
    7401 PARK HEIGHTS AVENUE
    BALTIMORE,MD212085490     		NONE N/A GENERAL 11,000
    BINGHAMTON UNIVERSITY FOUNDATION
    PO BOX 6005
    BINGHAMTON,NY139026005     		NONE N/A GENERAL 1,000
    BRONX HIGH SCHOOL
    75 WEST 205TH STREET
    BRONX,NY10468     		NONE N/A GENERAL 1,000
    CROHN'S & COLITIS FOUNDATION
    386 PARK AVENUE SOUTH-17TH FL
    NYC,NY10016     		NONE N/A GENERAL 2,000
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117     		NONE N/A GENERAL 15,000
    JOHNS HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218     		NONE N/A GENERAL 2,000
    MEALS ON WHEELS OF CENTRAL MARYLAND
    515 SOUTH HAVEN STREET
    BALTIMORE,MD21224     		NONE N/A GENERAL 1,000
    MERCY WORKS
    20131 FM 16W
    LINDALE,TX75771     		NONE N/A GENERAL 5,000
    MT WASH PEDIATRIC HOSP
    1708 WEST ROGERS AVENUE
    BALTIMORE,MD212094596     		NONE N/A GENERAL 5,000
    SYRACUSE UNIVERSITY
    MAIN CAMPUS
    SYRACUSE,NY13244     		NONE N/A GENERAL 10,000
    TEMPLE ADATH YESHURUN
    450 KIMBER ROAD
    SYRACUSE,NY13224     		NONE N/A GENERAL 3,000
    JEWISH COMMUNITY SERVICES OF BALTIMORE
    5750 PARK HEIGHTS AVE
    BALTIMORE,MD21215     		NONE N/A GENERAL 2,000
    JEWISH FEDERATION OF HOWARD COUNTY
    10630 LITTLE PATUXENT PKWY
    COLUMBIA,MD21044     		NONE N/A GENERAL 2,000
    JEWISH FEDERATION OF CNY
    5655 THOMPSON ROAD
    DEWITT,NY13214     		NONE N/A GENERAL 10,000
    EVERSON MUSEUM OF ART
    401 HARRISON ST
    SYRACUSE,NY13202     		NONE N/A GENERAL 525
    Total .................................bullet 3a 75,525
    bApproved for future payment
    Total .................................bullet 3b 0
    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 36,059  
    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 78,611  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 114,670 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13114,670
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
     
    Employer identification number

    59-6883622
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
          		Employer identification number

    59-6883622
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HERBERT N SLOTNICK UNITRUST
     

       
    800 SOUTH OCEAN BLVD - PH 6
     
    BOCA RATON, FL33432

    		$20,942


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
          		Employer identification number

    59-6883622
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
          		Employer identification number

    59-6883622
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RETURN PREPARATION 3,661 3,661   0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 1,782 3,016
    AETNA INC 2,823 6,218
    AGL RES INC 2,504 3,325
    ALLERGAN INC 649 1,701
    ALTRIA GROUP INC 1,947 3,498
    AMERICAN EXPRESS CO 7,005 12,095
    AMERIPRISE FINANCIAL INC 1,936 5,554
    APPLE COMPUTER 17,428 20,089
    BANK OF AMERICA CORP 938 2,469
    BERKSHIRE HATHAWAY INC 3,505 6,910
    BRUNSWICK CORP 1,478 4,562
    CAMERON INTL CORP 1,806 1,798
    CATERPILLAR INC 4,716 4,759
    CHEVRON CORP 5,935 6,170
    CIGNA CORP 2,739 6,586
    CITIGROUP INC 1,424 2,219
    CLOROX CO 2,877 4,585
    COCA COLA CO 2,972 3,715
    COMCAST CORP 2,093 3,075
    CONOCOPHILLIPS 3,840 4,420
    COSTCO WHOLESALE CORP 2,011 3,402
    CVS/CAREMARK CORP 1,755 4,430
    DANAHER CORP 1,494 2,657
    DOW CHEMICAL CO 2,301 3,831
    DUKE ENERGY HOLDING CORP 2,203 2,924
    EATON CORP 7,442 8,835
    ECOLAB INC 1,043 1,672
    EMERSON ELECTRIC CO 1,961 2,407
    ENERGIZER HOLDINGS INC 2,855 4,757
    GENERAL ELECTRIC CO 4,731 6,798
    GENERAL MILLS INC 4,056 5,386
    GILEAD SCIENCES INC 1,107 5,279
    GOOGLE INC 4,291 6,865
    HARTFORD FINANCIAL SVCS GRP 849 2,085
    HONEYWELL INTL INC 5,858 10,791
    INTERCONTINENTALEXCHANGE INC 2,111 3,728
    JP MORGAN CHASE & CO 2,811 4,506
    JUNIPER NETWORKS INC 1,481 1,607
    KIMBERLY CLARK CORP 3,025 5,199
    KRAFT FOODS INC 898 1,378
    LOCKHEED MARTIN CORP 2,696 6,740
    LOWES COS INC 1,895 4,610
    MICROSOFT CORP 14,767 14,400
    MONDELEZ INTL INC 1,716 2,543
    MONSANTO CO 3,491 5,735
    NIKE INC 651 1,346
    NORFOLK SOUTHERN CORP 1,257 1,973
    PERRIGO CO 2,796 3,009
    PHILIP MORRIS INTL 8,637 8,715
    PHILLIPS 66 1,687 2,796
    PLUM CREEK TIMBER CO 3,353 3,637
    PNC FINANCIAL SERVICES GROUP 1,373 1,916
    PRECISION CASTPARTS CORP 1,920 2,650
    PRICELINE.COM INC 3,007 3,421
    PUBLIC SVC ENTERPRISE GRP 2,263 2,857
    QUALCOMM INC 2,517 3,345
    ROYAL DUTCH SHELL PLC 4,739 4,753
    SCHLUMBERGER LTD 4,324 4,868
    SPECTRA ENERGY CORP 2,596 3,231
    STARBUCKS CORP 2,743 3,856
    SUNTRUST BANKS INC 678 1,676
    T ROWE PRICE GROUP INC 941 1,545
    TARGET CORP 5,031 7,060
    TEXAS INSTRUMENTS INC 1,295 2,299
    TEXTRON INC 2,352 5,390
    WASTE MANAGEMENT INC 3,739 5,850
    3M CO 4,083 8,380
    ARTISIAN INTL SMALL CAP FD 27,499 28,763
    ARTISIAN MID CAP VALUE FD 19,291 23,707
    DODGE & COX INCOME FD 85,000 86,901
    DRIEHAUS ACTIVE INCOME FD 51,000 50,473
    EATON VANCE FLOATING RATE FD 35,320 35,112
    EATON VANCE GLOBAL MACRO 25,129 24,337
    KALMAR GR W/VAL SMALL CAP FD 32,000 33,110
    OAKMARK INTL FD 58,216 67,734
    OPPENHEIMER DEVELOPING MKT 67,153 72,760
    PIMCO COMMODITY REAL RET STRAT 20,822 15,077
    PIMCO EMERGING MKTS BD 17,613 15,789
    TEMPLETON GLOBAL BOND FD 55,097 52,036
    VANGUARD INTL GROWTH FD 59,303 67,062
    VANGUARD REIT VIPER 34,089 47,871
    VANGUARD SHORT TERM-INVEST GRADE 85,165 84,858
    NORSTROM INC 1,377 1,905
    PANERA BREAD CO 1,489 1,573
    ROSS STORES INC 1,105 1,791
    TWENTY FIRST CENTURY FOX 2,356 2,765
    WALT DISNEY CO 1,584 2,826
    MARSH & MCLENNAN COS 1,407 2,175
    PRUDENTIAL FINANCIAL INC 1,815 1,809
    ABBVIE INC 1,309 3,076
    BRISTOL MYERS SQUIBB CO 2,726 3,188
    EXPRESS SCRIPTS HOLDING CO 2,364 3,471
    FASTENAL CO 2,448 2,473
    GENESEE & WYOMING INC 665 629
    ORACLE CORP 2,034 2,653
    VISA INC 4,049 5,506
    VMWARE INC 1,747 1,898
    MICHAEL KORS HOLDINGS 2,152 2,103
    EDGEWOOD GROWTH INSTL 109,566 144,756
    ISHARES CORE S&P MID CAP 24,999 30,816
    ISHARES S&P MID CAP 400 57,461 70,373
    TOUCHSTONE SMALL CAP CORE 40,000 40,443
    TEMPLETON FRONTIER MARKETS 25,000 20,548
    E-TRACS ALERIAN MLP 48,943 53,633
    ASHMORE EMERGING MARKETS 25,000 22,023
    RALPH LAUREN CORP 2,135 2,407
    ESTEE LAUDER COS 1,181 1,219
    PEPSICO 1,571 1,702
    WHOLE FOODS MKT INC 1,811 1,916
    RAYMOND JAMES FINANCIAL 1,723 1,948
    CELGENE CORP 3,029 3,803
    KANSAS CITY SOUTHERN 1,948 2,197
    COGNIZANT TECH SOLUTIONS 1,837 1,843
    EMC CORP 1,792 1,844
    PRAXAIR INC 1,521 1,555
    CORE LABS NV 1,864 1,564
    ROBECO BOSTON PARTNERS 52,000 54,346
    STRATEGIC INCOME OPPORTUNITIES 52,000 51,022
    VOYA INTL REAL ESTATE 12,694 14,619

    TY 2014 LegalFeesSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 2,135 2,135   0


    TY 2014 OtherDecreasesSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVICE 12,171 12,171   0


    TY 2014 TaxesSchedule
    Name:
    SLOTNICK FOUNDATION CO BOUSQUET HOLSTEIN PLLC
    EIN: 59-6883622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 103 103   0