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
ALBERT E & MYRTLE GUNN YORK TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)1 W 4TH STREET MAC D4000-041   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINSTONSALEM, NC27101
A Employer identification number

74-6446490
B Telephone number (see instructions)

(361) 574-5207
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$1,745,846J 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...... 43,120 43,120 43,120
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 38,106
b Gross sales price for all assets on line 6a 561,033
7 Capital gain net income (from Part IV, line 2)... 4,074
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)....... Click to see attachment 3,644   3,644
12 Total. Add lines 1 through 11........ 84,870 47,194 46,764
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,719 17,039   5,680
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,281 1,356   925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,266 789    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6 6    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,272 19,190   6,605
25 Contributions, gifts, grants paid........ 70,593 70,593
26 Total expenses and disbursements. Add lines 24 and 25 97,865 19,190   77,198
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,995
b Net investment income (if negative, enter -0-) 28,004
c Adjusted net income (if negative, enter -0-)... 46,764
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 57,691 39,749 39,749
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 555,167 Click to see attachment624,937 815,425
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)........... 923,107 Click to see attachment856,161 870,796
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5 Click to see attachment5 Click to see attachment19,876
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,535,970 1,520,852 1,745,846
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......... 475,018 475,018
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,060,952 1,045,834
30 Total net assets or fund balances (see instructions)...... 1,535,970 1,520,852
31 Total liabilities and net assets/fund balances (see instructions).. 1,535,970 1,520,852
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 1,535,970
2 Enter amount from Part I, line 27a..................... 2 -12,995
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,522,975
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,123
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,520,852
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 4,074
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 65,487 2,004,876 0.032664
2012 86,000 1,808,165 0.047562
2011 90,300 1,807,705 0.049953
2010 87,000 1,888,280 0.046074
2009 82,615 1,413,984 0.058427
2 Total of line 1, column (d) ...................... 2 0.234680
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 0.046936
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,846,586
5 Multiply line 4 by line 3....................... 5 86,671
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 280
7 Add lines 5 and 6......................... 7 86,951
8 Enter qualifying distributions from Part XII, line 4.............. 8 77,198
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 1 560
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  
3 Add lines 1 and 2........................... 3 560
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 560
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,480
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 1,480
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 10 920
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet920 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 ofbulletCOURTNEY B SCHMIDT Telephone no.bullet (361) 574-5407
    Located atbulletONE OCONNOR PLAZASUITE 200VICTORIATX ZIP+4bullet77901
    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
     
     
    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
    WELLS FARGO TRUST DEPARTMENT TRUSTEE
    1.00     		22,719 0 0
    ONE OCONNER PLAZA
    VICTORIA,TX77901
    COURTNEY B SCHMIDT TRUSTEE
    2.00     		0 0 0
    ONE OCONNER PLAZA
    VICTORIA,TX77901
    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  
    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.............bullet  
    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 N/A  
    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
    1,772,525
    b
    Average of monthly cash balances.......................
    1b
    76,682
    c
    Fair market value of all other assets (see instructions)................
    1c
    25,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,874,707
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,874,707
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,121
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,846,586
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    92,329
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    92,329
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    560
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    560
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,769
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    91,769
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    91,769
    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
    77,198
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    77,198
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    77,198
    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 91,769
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 29,745
    b Total for prior years:20, 20, 20  
    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.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 77,198
    a Applied to 2013, but not more than line 2a 29,745
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 47,453
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		44,316
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    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:
    COURTNEY B SCHMIDT
    WELLS FARGO BANK
    ONE OCONNOR PLAZA STE 200
    VICTORIA,TX77901
    (361) 574-5407
    COURTNEY.B.SCHMIDT@WELLSFARGO.COM
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATIONS SHOULD BE SUBMITTED WITH A DETAILED PROPOSAL, ALONG WITH A ONE PAGE SUMMARY STATEMENT REQUEST. MATERIALS NEEDED INCLUDE: AN INSTITUTIONAL PROFILE, BRIEF SUMMARY OF PURPOSE AND HISTORY OF THE ORGANIZATION, SUMMARY OF THE INCOME AND EXPENSE DATA FOR THE PREVIOUS, CURRENT AND PROJECTED NEXT YEAR, ALONG WITH EACH YEAR'S BALANCE SHEET, LISTING OF GRANTS RECEIVED IN EXCESS OF 10% OF THE OPERATING BUDGET FOR THE PREVIOUS AND CURRENT YEAR, COPY OF THE IRS LETTER OF EXEMPTION FROM FEDERAL TAXES UNDER IRS CODE SECTION 501(C)(3), A STATEMENT THAT IDENTIFIES AND SUBSTANTIATES THE NEED OF THE SERVICE OR PROGRAM, AND A METHODOLOGY STATEMENT THAT SPECIFIES THE TECHNIQUES EMPLOYED TO MEET THE NEEDS OF THE ORGANIZATION
    cAny submission deadlines:
    ANNUALLY SEPTEMBER 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS INCLUDE CONTRIBUTIONS MADE IN THE COUNTY OF VICTORIA, TX PRIMARILY TO ENCOURAGE 1) TO ENCOURAGE CHRISTIAN STEWARDSHIP 2) PROMOTE HIGHER EDUCATION 3) ENCOURAGE THE CULTURAL ASPECTS OF THE ARTS AND PERFORMING ARTS 4) TO PROVIDE ASSISTANCE TO ELDERLY CITIZENS AND 5) TO AID AND ASSIST IN THE INTELLECTUAL AND PHYSICAL DEVELOPMENT OF YOUNG BOYS AND GIRLS.
    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
    BILLY T CATTAN RECOVERY OUTREACH
    4011 HALSEY STREET
    VICTORIA,TX77901     		NONE 501(C)(3) COUNSELOR CAPACITY OUTPATIENT TREATM 10,000
    DONUM DEI
    P O BOX 3781
    NURSERY,TX77976     		NONE 501(C)(3) YOUTH PROGRAM 2,000
    CHILDREN'S DISCOVERY MUSEUM
    P O BOX 3781
    VICTORIA,TX77903     		NONE 501(C)(3) FUNDRAISING FOR BUILDING PROJECT 10,000
    GIRL SCOUTS OF GREATER SOUTH TEXAS
    2410 BEVECREST
    CORPUS CHRISTI,TX78415     		NONE 501(C)(3) OUTREACH PROGRAM 5,000
    GOLDEN CRESENT CASA
    P O BOX 1627
    VICTORIA,TX77902     		NONE 501(C)(3) COURT APPOINTED ADVOCATES FOR CHILDR 10,000
    TRINITY EPISCOPAL SCHOOL
    1504 N MOODY
    VICTORIA,TX77901     		NONE 501(C)(3) ENHANCEMENT SOCIAL STUDIES PROGRAM 7,593
    VICTORIA ART LEAGUE
    P O BOX 5011
    VICTORIA,TX77903     		NONE 501(C)(3) RENOVATIONS FOR HISTORIC BUILDING 2,000
    VICTORIA BALLET THEATRE
    2508E MOCKINGBIRD LANE
    VICTORIA,TX77904     		NONE 501(C)(3) NUTCRACKER PERFORMANCE SUPPORT 5,000
    VICTORIA CHRISTIAN MINISTRY ASSISTA
    P O BOX 1786
    VICTORIA,TX77902     		NONE 501(C)(3) FOOD ASSISTANCE FOR NEEDY 5,000
    VICTORIA COUNTY SENIOR CITIZENS CIT
    P O BOX 1433
    VICTORIA,TX77902     		NONE 501(C)(3) ASSISTANCE FOR MEALS ON WHEELS PROGR 10,000
    THE VINE SCHOOL
    2911 D AZALEA
    VICTORIA,TX77901     		NONE 501(C)(3) LANGUAGE IN MOTION PROGRAM 4,000
    Total .................................bullet 3a 70,593
    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 43,120  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     15    
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        38,106
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROYALTIES     15 3,644  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   46,764 38,106
    13Total. Add line 12, columns (b), (d), and (e)..................
    1384,870
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN 925     925
    LEGAL 1,356 1,356    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    AFLAC, INC 2006-10 PURCHASE 2014-01   1,102 761     341  
    AFLAC, INC 2006-10 PURCHASE 2014-06   2,071 1,477     594  
    AFLAC, INC 2009-06 PURCHASE 2014-06   1,632 830     802  
    AOACHE CORPORATION 2009-10 PURCHASE 2014-01   1,186 1,333     -147  
    APPLE COMPUTER, INC 2013-01 PURCHASE 2014-01   1,102 917     185  
    BERKSHIRE HATHAWAY, INC 2011-08 PURCHASE 2014-04   765 433     332  
    BERKSHIRE HATHAWAY, INC 2011-07 PURCHASE 2014-04   255 152     103  
    BHP BILTON LIMITED 2011-04 PURCHASE 2014-11   448 810     -362  
    BHP BILTON LIMITED 2010-12 PURCHASE 2014-11   1,849 2,939     -1,090  
    BOEING COMPANY 2011-03 PURCHASE 2014-01   1,422 693     729  
    CVS/CAREMARK CORPORATION 2011-11 PURCHASE 2014-01   69 37     32  
    CVS/CAREMARK CORPORATION 2003-02 PURCHASE 2014-01   1,235 227     1,008  
    CAPITAL ONE FINANCIAL 2011-11 PURCHASE 2014-01   146 93     53  
    CAPITAL ONE FINANCIAL 2009-09 PURCHASE 2014-01   1,093 540     553  
    CAPITAL ONE FINANCIAL 2009-06 PURCHASE 2014-03   904 264     640  
    CAPITAL ONE FINANCIAL 2009-09 PURCHASE 2014-03   2,938 1,403     1,535  
    CHEVRON CORPORATION 2003-05 PURCHASE 2014-11   3,876 1,131     2,745  
    CHEVRON CORPORATION 2014-10 PURCHASE 2014-11   587 579     8  
    COACH, INC 2013-01 PURCHASE 2014-06   851 1,457     -606  
    COACH, INC 2013-01 PURCHASE 2014-06   1,532 2,350     -818  
    CREDIT SUISSE COMM RT 2010-10 PURCHASE 2014-04   4,551 5,280     -729  
    CREDIT SUISSE COMM RT 2010-10 PURCHASE 2014-06   24,515 28,701     -4,186  
    DIAMOND HILL LONG SHORT 2012-08 PURCHASE 2014-06   1,666 1,249     417  
    DIAMOND HILL LONG SHORT 2010-10 PURCHASE 2014-10   3,300 2,269     1,031  
    DIAMOND HILL LONG SHORT 2010-05 PURCHASE 2014-10   7,926 5,484     2,442  
    DIAMOND HILL LONG SHORT 2010-05 PURCHASE 2014-10   13,825 9,183     4,642  
    DIAMOND HILL LONG SHORT 2012-08 PURCHASE 2014-10   9,501 7,344     2,157  
    DIAMOND HILL LONG SHORT 2011-08 PURCHASE 2014-10   245 168     77  
    WALT DISNEY CO 2006-06 PURCHASE 2014-09   1,702 555     1,147  
    DREYFUS EMG MKTS 2012-08 PURCHASE 2014-06   5,850 5,907     -57  
    DREYFUS EMG MKTS 2010-11 PURCHASE 2014-06   8,618 8,826     -208  
    DREYFUS EMG MKTS 2010-10 PURCHASE 2014-06   2,198 2,274     -76  
    DRIEHAUS ACTIVE INCOME 2013-02 PURCHASE 2014-01   8,794 8,729     65  
    DRIEHAUS ACTIVE INCOME 2013-07 PURCHASE 2014-01   8,378 8,308     70  
    DRIEHAUS ACTIVE INCOME 2013-07 PURCHASE 2014-06   23,064 22,914     150  
    DRIEHAUS ACTIVE INCOME 2013-10 PURCHASE 2014-06   10,169 10,094     75  
    EATON VANCE GLOBAL MACRO 2014-01 PURCHASE 2014-10   7,622 7,670     -48  
    EATON VANCE GLOBAL MACRO 2013-07 PURCHASE 2014-10   15,526 15,913     -387  
    GILEAD SCIENCES 2011-12 PURCHASE 2014-09   2,484 449     2,035  
    GOLDMAN SACHS GROUP, INC 2010-12 PURCHASE 2014-01   1,040 972     68  
    GOOGLE, INC 2012-06 PURCHASE 2014-04   1,047 583     464  
    GOOGLE, INC 2012-08 PURCHASE 2014-04   524 343     181  
    GOOGLE, INC 2012-01 PURCHASE 2014-04   1,571 871     700  
    INTERNATIONAL BUSINESS MACHINES 2013-06 PURCHASE 2014-01   905 1,019     -114  
    ISHARES S&P 500 INDEX 2010-05 PURCHASE 2014-01   2,783 1,671     1,112  
    ISHARES S&P MID CAP 400 GROWTH 2011-11 PURCHASE 2014-01   1,060 716     344  
    ISHARES S&P MID CAP 400 GROWTH 2013-07 PURCHASE 2014-01   3,483 3,104     379  
    ISHARES S&P MID CAP 400 GROWTH 2013-02 PURCHASE 2014-04   10,356 8,545     1,811  
    ISHARES S&P MID CAP 400 GROWTH 2011-11 PURCHASE 2014-04   1,801 1,227     574  
    ISHARES S&P MID CAP 400 GROWTH 2011-11 PURCHASE 2014-01   4,360 2,803     1,557  
    ISHARES S&P MID CAP 400 GROWTH 2010-10 PURCHASE 2014-01   236 146     90  
    ISHARES TR SMALL CAP 600 INDEX 2010-10 PURCHASE 2014-01   5,248 2,951     2,297  
    LAUDUS MONDRAIN INTL 2010-11 PURCHASE 2014-04   13,106 14,148     -1,042  
    LAUDUS MONDRAIN INTL 2014-01 PURCHASE 2014-04   6,378 6,273     105  
    LAUDUS MONDRAIN INTL 2012-05 PURCHASE 2014-04   6,493 6,980     -487  
    LAUDUS MONDRAIN INTL 2011-02 PURCHASE 2014-04   3,532 3,800     -268  
    LAUDUS MONDRAIN INTL 2010-10 PURCHASE 2014-04   10,251 11,488     -1,237  
    MCKESSON CORPORATION 2012-11 PURCHASE 2014-01   1,346 759     587  
    MERGER FD BEN INT 2013-02 PURCHASE 2014-06   5,748 5,507     241  
    MERGER FD BEN INT 2013-02 PURCHASE 2014-08   2,458 2,375     83  
    MERGER FD BEN INT 2013-07 PURCHASE 2014-08   15,293 14,993     300  
    MICROSOFT CORPORATION 2003-05 PURCHASE 2014-01   688 462     226  
    MICROSOFT CORPORATION 2011-11 PURCHASE 2014-01   254 185     69  
    MICROSOFT CORPORATION 2003-12 PURCHASE 2014-01   109 80     29  
    MONSTER BEVERAGE CORP 2013-01 PURCHASE 2014-09   1,737 915     822  
    ASG GLOBAL ALTERNATIVES 2013-07 PURCHASE 2014-01   6,149 6,198     -49  
    ASG GLOBAL ALTERNATIVES 2013-07 PURCHASE 2014-06   7,201 7,315     -114  
    NOW, INC 2013-10 PURCHASE 2014-06   134 126     8  
    NOW, INC 2013-10 PURCHASE 2014-06   25 24     1  
    NUVEEN HIGH YIELD MUNI 2014-04 PURCHASE 2014-10   1,527 1,464     63  
    NUVEEN HIGH YIELD MUNI 2014-04 PURCHASE 2014-12   29,659 28,333     1,326  
    ORACLE CORPORATION 2010-06 PURCHASE 2014-01   949 573     376  
    RIDGEWORTH SEIX 2007-09 PURCHASE 2014-01   6,927 7,236     -309  
    RIDGEWORTH SEIX 2010-10 PURCHASE 2014-01   3,997 4,010     -13  
    RIDGEWORTH SEIX 2011-02 PURCHASE 2014-01   589 600     -11  
    RIDGEWORTH SEIX 2010-05 PURCHASE 2014-01   8,378 8,056     322  
    RIDGEWORTH SEIX 2011-11 PURCHASE 2014-01   4,413 4,252     161  
    RIDGEWORTH SEIX 2012-05 PURCHASE 2014-01   3,857 3,806     51  
    RIDGEWORTH SEIX 2013-07 PURCHASE 2014-01   8,983 9,174     -191  
    RIDGEWORTH SEIX 2011-06 PURCHASE 2014-01   224 230     -6  
    RIDGEWORTH SEIX 2010-05 PURCHASE 2014-04   41,015 39,119     1,896  
    RIDGEWORTH SEIX 2011-08 PURCHASE 2014-04   2,548 2,402     146  
    TJX COS INC 2011-06 PURCHASE 2014-01   1,085 478     607  
    TARGET CORPORATION 2013-08 PURCHASE 2014-12   1,192 1,013     179  
    TARGET CORPORATION 2011-06 PURCHASE 2014-12   75 47     28  
    TARGET CORPORATION 2009-06 PURCHASE 2014-12   969 515     454  
    TARGET CORPORATION 2003-10 PURCHASE 2014-12   745 390     355  
    3MCO 2010-12 PURCHASE 2014-01   1,368 866     502  
    3MCO 2010-12 PURCHASE 2014-02   1,431 952     479  
    3MCO 2010-12 PURCHASE 2014-08   3,349 2,077     1,272  
    TOTAL FINA ELF 2012-07 PURCHASE 2014-01   1,024 767     257  
    US BANCORP DEL 2011-02 PURCHASE 2014-01   1,413 928     485  
    UNITED PARCEL SERVICE 2011-08 PURCHASE 2014-01   1,091 717     374  
    VANGUARD INTERMEDIATE TERM B 2014-04 PURCHASE 2014-06   17,770 17,664     106  
    VANGUARD INTERMEDIATE TERM B 2014-04 PURCHASE 2014-09   762 753     9  
    VANGUARD INTERMEDIATE TERM B 2013-10 PURCHASE 2014-10   12,104 11,838     266  
    VANGUARD INTERMEDIATE TERM B 2014-04 PURCHASE 2014-10   4,944 4,855     89  
    VANGUARD BD INDEX 2010-12 PURCHASE 2014-04   3,043 3,071     -28  
    VANGUARD BD INDEX 2013-10 PURCHASE 2014-04   35,390 35,496     -106  
    VANGUARD BD INDEX 2012-01 PURCHASE 2014-04   2,002 2,025     -23  
    VANGUARD BD INDEX 2013-10 PURCHASE 2014-06   641 642     -1  
    VANGUARD BD INDEX 2011-02 PURCHASE 2014-06   10,821 10,842     -21  
    VANGUARD BD INDEX 2011-02 PURCHASE 2014-09   1,202 1,205     -3  
    VANGUARD BD INDEX 2011-05 PURCHASE 2014-10   28,060 27,930     130  
    VANGUARD BD INDEX 2011-02 PURCHASE 2014-10   563 562     1  
    VANGUARD EUROPE PACIFIC ETF 2013-02 PURCHASE 2014-01   3,870 3,380     490  
    VANGUARD EMERGING MKTS 2010-10 PURCHASE 2014-06   3,706 3,947     -241  
    VANGUARD REIT VIPER 2014-01 PURCHASE 2014-04   3,534 3,293     241  
    VANGUARD REIT VIPER 2011-11 PURCHASE 2014-06   1,201 895     306  
    VANGUARD REIT VIPER 2014-01 PURCHASE 2014-06   225 202     23  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 624,937 815,425

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE FUNDS AT COST 166,834 188,317
    ALTERNATIVE INVESTMENTS AT COST 204,605 204,229
    FIXED INCOME MUTUAL FUNDS AT COST 484,722 478,250

    TY 2014 OtherAssetsSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LAND 1 1 1
    MINERAL INTEREST 4 4 19,875


    TY 2014 OtherDecreasesSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS 6 6    


    TY 2014 OtherIncomeSchedule2
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 3,644   3,644


    TY 2014 TaxesSchedule
    Name:
    ALBERT E & MYRTLE GUNN YORK TRUST
    EIN: 74-6446490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 789 789    
    EXCISE TAXES 1,477