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
PHILIP BOYLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2932 NW 122ND STREETROOM/SUITE DRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK731201955
A Employer identification number

73-1354526
B Telephone number (see instructions)

(405) 755-5571
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,568,492
J 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...... 41,316 41,316  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,797
b Gross sales price for all assets on line 6a 819,865
7 Capital gain net income (from Part IV, line 2)... 172,797
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)....... 39,410 39,410  
12 Total. Add lines 1 through 11........ 253,523 253,523  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,200     3,200
c Other professional fees (attach schedule).... 21,264 10,780   10,484
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,057 4,027    
19 Depreciation (attach schedule) and depletion... 5,911 5,911  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,467 5,445   22
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,899 26,163   13,706
25 Contributions, gifts, grants paid........ 96,500 96,500
26 Total expenses and disbursements. Add lines 24 and 25 139,399 26,163   110,206
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 114,124
b Net investment income (if negative, enter -0-) 227,360
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............... 2,813 42,642 42,642
2 Savings and temporary cash investments.......... 29,805 220,890 220,890
3 Accounts receivable bullet369
Less: allowance for doubtful accounts bullet   495 369 369
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) 259,222 123,679 123,679
b Investments—corporate stock (attach schedule)........ 1,570,559 Click to see attachment1,511,697 1,511,697
c Investments—corporate bonds (attach schedule)........ 450,433 Click to see attachment461,880 461,880
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 200,458 Click to see attachment207,335 207,335
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,513,785 2,568,492 2,568,492
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................... 2,513,785 2,568,492
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 2,513,785 2,568,492
31 Total liabilities and net assets/fund balances (see instructions).. 2,513,785 2,568,492
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,513,785
2 Enter amount from Part I, line 27a..................... 2 114,124
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 -59,417
4 Add lines 1, 2, and 3.......................... 4 2,568,492
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,568,492
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 AMER BEACON INT'L EQ-INST FD0067 P 2014-01-01 2014-02-27
b DFA US SML CAP VAL PORT 5034 P 2014-01-01 2014-12-18
c ISHARES S&P 500 GROWTH ETF P 2014-01-01 2014-03-03
d OPPENHEIMER DEV MKTS-Y 0788 P 2014-01-01 2014-08-28
e VANGUARD EXPLORER-ADM FD5024 P 2014-01-01 2014-12-18
AMER BEACON INT'L EQ-INST FD0067 P 2014-01-01 2014-08-28
DODGE & COX INCOME 0147 P 2014-01-01 2014-12-22
IVY ASSET STRATEGY-I 0473 P 2014-01-01 2014-12-12
OPPENHEIMER DEV MKTS-Y 0788 P 2014-01-01 2014-12-08
VANGUARD MID CAP INDX-INST FD0864 P 2014-01-01 2014-02-27
AMER BEACON L/C VAL-INST 0066 P 2014-01-01 2014-12-23
DODGE & COX INTL STK FD1048 P 2014-01-01 2014-02-27
JOHN HANCOCK DISC VAL M/C-I 3633 P 2014-01-01 2014-12-17
PERMANENT PORTFOLIO FD1500 P 2014-01-01 2014-12-11
VANGUARD MID CAP INDX-INST FD0864 P 2014-01-01 2014-08-28
AMER BEACON L/C VAL-INST 0066 P 2014-01-01 2014-02-27
DODGE & COX STK FD0145 P 2014-01-01 2014-12-22
JPM L/C GROWTH-SEL 3118 P 2014-01-01 2014-12-15
PIMCO EMG LOCAL BD-INST 0332 P 2014-01-01 2014-04-28
VANGUARD S/C GRWTH INDX-INST FD0866 P 2014-01-01 2014-08-28
AMER BEACON L/C VAL-INST 0066 P 2014-01-01 2014-08-28
FHLB STP RT DUE 4/16/2029 P 2014-01-01 2014-10-16
JPM L/C GROWTH-SEL 3118 P 2014-01-01 2014-02-27
PIMCO TOTAL RETURN-INST 0035 P 2014-01-01 2014-08-28
VANGUARD S/T BD INDX-ADM5131 P 2014-01-01 2014-12-23
AMER CENT S/C VAL-INST 0486 P 2014-01-01 2014-12-10
FIDELITY ADV LEVG CO STK-I FD0106 P 2014-01-01 2014-12-29
JPM L/C GROWTH-SEL 3118 P 2014-01-01 2014-08-28
PIMCO TOTAL RETURN-INST 0035 P 2014-01-01 2014-10-02
VANGUARD S/T BD INDX-SIG FD1349 P 2014-01-01 2014-04-01
AMER CENT S/C VAL-INST 0486 P 2014-01-01 2014-12-10
FIDELITY CONTRAFUND INC FD0022 P 2014-01-01 2014-02-10
LAZARD EMRG MKTS-INST FD0638 P 2014-01-01 2014-08-12
PIMCO UNRESTR BD-INST FD1863 P 2014-01-01 2014-05-12
WISDOMTREE EMERGING MARKETS P 2014-01-01 2014-09-02
AMER CENT S/C VAL-INST 0486 P 2014-01-01 2014-08-28
FIDELITY CONTRAFUND INC FD0022 P 2014-01-01 2014-02-27
LAZARD EMRG MKTS-INST FD0638 P 2014-01-01 2014-08-28
ROYCE PREMIER-INSTL FD0426 P 2014-01-01 2014-02-27
WM BLAIR INT GROWTH-I FD1747 P 2014-01-01 2014-02-27
ARTISAN M/C VAL-INST 2450 P 2014-01-01 2014-02-27
FIDELITY CONTRAFUND INC FD0022 P 2014-01-01 2014-08-28
LAZARD EMRG MKTS-INST FD0638 P 2014-01-01 2014-12-23
T ROWE PRICE GWTH STK-I FD0040 P 2014-01-01 2014-02-27
WM BLAIR INT GROWTH-I FD1747 P 2014-01-01 2014-08-28
ARTISAN M/C VAL-INST 2450 P 2014-01-01 2014-08-28
FIDELITY CONTRAFUND INC FD0022 P 2014-01-01 2014-12-15
MERGER FD0260 P 2014-01-01 2014-12-31
T ROWE PRICE GWTH STK-I FD0040 P 2014-01-01 2014-12-15
ARTISAN M/C VAL-INST 2450 P 2014-01-01 2014-11-19
FNMA STP RT DUE 2/28/2028 P 2014-01-01 2014-05-28
MFS INT'L NEW DISCOVERY-I FD 0874 P 2014-01-01 2014-02-27
T ROWE PRICE GWTH STK-I FD0040 P 2014-01-01 2014-12-15
ARTISAN S/C VAL-INST 2451 P 2014-01-01 2014-11-14
FNMA STP RT DUE 2/28/2028 P 2014-01-01 2014-05-28
MFS INT'L NEW DISCOVERY-I FD0874 P 2014-01-01 2014-08-28
T ROWE PRICE NEW HORIZONS FD0042 P 2014-01-01 2014-12-16
CALAMOS MKT NEUTRAL INC-I @0629 P 2014-01-01 2014-12-19
HARBOR CAPITAL APPREC-INST 2012 P 2014-01-01 2014-12-19
NUVEEN MID CAP GROWTH OPP-I FD2453 P 2014-01-01 2014-02-27
TEMPLETON GLOBAL BOND-ADV 0616 P 2014-01-01 2014-10-02
DFA INTL SM CAP VALUE PTF-I 5066 P 2014-01-01 2014-12-17
HARBOR INTERNATIONAL-INST FD2011 P 2014-01-01 2014-02-27
NUVEEN MID CAP GROWTH OPP-I FD2453 P 2014-01-01 2014-08-28
TEMPLETON GLOBAL BOND-ADV 0616 P 2014-01-01 2014-12-17
DFA LARGE CAP VAL PORTF 5035 P 2014-01-01 2014-12-18
HARBOR INTERNATIONAL-INST FD2011 P 2014-01-01 2014-08-28
NUVEEN MID CAP GROWTH OPP-I FD2453 P 2014-01-01 2014-12-16
VANGUARD EXPLORER-ADM FD5024 P 2014-01-01 2014-08-28
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,308   1,117 191
b 1,959     1,959
c 2,406   1,565 841
d 821   698 123
e 3,791     3,791
5,682   4,802 880
216     216
3,616     3,616
166     166
1,799   1,073 726
6,555     6,555
1,299   990 309
1,392     1,392
1,957     1,957
3,598   2,017 1,581
12,641   6,323 6,318
1,958     1,958
920     920
28,200   32,460 -4,260
1,420   576 844
18,852   8,622 10,230
100,000   100,000  
58,150   41,026 17,124
21,960   21,847 113
147     147
1,177     1,177
2     2
30,717   20,979 9,738
54,393   53,888 505
23     23
702     702
1,478     1,478
81     81
30,088   30,114 -26
647   627 20
9,910   7,516 2,394
4,983   3,129 1,854
714   620 94
16,361   12,574 3,787
806   840 -34
2,329   1,812 517
9,911   4,260 5,651
95     95
33,080   16,550 16,530
1,553   1,568 -15
7,794   5,271 2,523
8,237     8,237
240     240
6,607     6,607
62,079   40,642 21,437
100,000   100,000  
869   758 111
648     648
23,884   19,007 4,877
50,000   50,000  
1,693   1,416 277
4,786     4,786
200     200
4,881     4,881
2,677   2,174 503
39,570   40,170 -600
293     293
1,206   1,076 130
5,113   4,131 982
86     86
780     780
2,317   2,025 292
11,155     11,155
4,887   2,805 2,082
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       191
b       1,959
c       841
d       123
e       3,791
      880
      216
      3,616
      166
      726
      6,555
      309
      1,392
      1,957
      1,581
      6,318
      1,958
      920
      -4,260
      844
      10,230
       
      17,124
      113
      147
      1,177
      2
      9,738
      505
      23
      702
      1,478
      81
      -26
      20
      2,394
      1,854
      94
      3,787
      -34
      517
      5,651
      95
      16,530
      -15
      2,523
      8,237
      240
      6,607
      21,437
       
      111
      648
      4,877
       
      277
      4,786
      200
      4,881
      503
      -600
      293
      130
      982
      86
      780
      292
      11,155
      2,082
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 2 172,797
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 3 172,797
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 106,573 2,361,752 0.045125
2012 107,784 2,188,912 0.049241
2011 100,012 2,158,009 0.046345
2010 85,582 2,079,827 0.041149
2009 115,554 1,884,363 0.061323
2 Total of line 1, column (d) ...................... 2 0.243183
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 0.048637
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,514,803
5 Multiply line 4 by line 3....................... 5 122,312
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,274
7 Add lines 5 and 6......................... 7 124,586
8 Enter qualifying distributions from Part XII, line 4.............. 8 110,206
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 4,547
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 4,547
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 4,547
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,440
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 625
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,065
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 1,482
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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)
    bulletOK
    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 ofbulletFOUNDATION MANAGEMENT INC Telephone no.bullet (405) 755-5571
    Located atbullet2932 NW 122ND ST SUITE DOKLAHOMA CITYOK ZIP+4bullet731201955
    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
     
     
    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
    JIM COBB TRUSTEE, PRE
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    DAIL BOYLE COBB TRUSTEE, VP
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    SYDNEY MCCURDY TRUSTEE
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    PHILIP COBB TRUSTEE
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    SHERRIE SCHROEDER TREASURER
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    WILL MERRICK ASSISTANT SE
    1.00
    0 0 0
    2932 NW 122ND ST SUITE D
    OKLAHOMA CITY,OK73120
    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
    2,535,988
    b
    Average of monthly cash balances.......................
    1b
    12,875
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,237
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,553,100
    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
    2,553,100
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    38,297
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,514,803
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    125,740
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    125,740
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,547
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,547
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    121,193
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    121,193
    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
    121,193
    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
    110,206
    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
    110,206
    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
    110,206
    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 7 121,193
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 105,676
    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$ 110,206
    a Applied to 2013, but not more than line 2a 105,676
    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..... 4,530
    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 ..........
    116,663
    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:
    PHILIP BOYLE FOUDNATION
    C/O FOUNDATION MANAGEMENT INC
    2932 NW 122 ST SUITE D
    OKLAHOMA CITY,OK731201955
    (405) 755-5571
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER WITH AMOUNT REQUESTED, PROJECT DESCRIPTION, COPY OF 501(C)(3), EMAIL ADDRESS AND PHONE NUMBER.
    cAny submission deadlines:
    MAY 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    ANNA'S HOUSE FOUNDATION
    PO BOX 488
    LUTHER,OK73054
    NONE 501(C)(3) FOSTER CARE COMMUNITY GRANT 5,000
    CASA OF OKLAHOMA CITY
    5905 N CLASSEN COURT
    SUITE 302
    OKLAHOMA CITY,OK73118
    NONE 501(C)(3) OPERATIONAL EXPENSES 5,000
    CITIZENS CARING FOR CHILDREN
    730 W WILSHIRE CREEK BLV
    SUITE 111
    OKLAHOMA CITY,OK73116
    NONE 501(C)(3) OPERATIONAL EXPENSES 2,500
    CITY CARE INC
    2400 GENERAL PERSHING BLV
    OKLAHOMA CITY,OK73107
    NONE 501(C)(3) OPERATIONAL EXPENSES 5,000
    CLEVELAND COUNTY HISTORICAL SOCIETY
    508 N PETERS
    NORMAN,OK73069
    NONE 501(C)(3) OPERATIONAL EXPENSES 3,000
    DAILY LIVINGS CENTERS
    3000 N ROCKWELL
    BETHANY,OK73008
    NONE 501C3 FUNDS DIRECTED TO CHALLENGE GRANT OP 5,000
    HEART FOR HEARING
    3523 NW 56TH ST
    OKLAHOMA CITY,OK73112
    NONE 501(C)(3) EXPLORE DREAM DISCOVER 5,000
    MARY ABBOTT CHILDREN'S HOUSE
    PO BOX 6316
    NORMAN,OK730706316
    NONE 501(C)(3) FORENSIC INTERVIEW ROOM EQUIPMENT 5,000
    MAYFLOWER MEDICAL OUTREACH INC
    PO BOX 75449
    OKLAHOMA CITY,OK73147
    NONE 501C3 OPERATIONAL EXPENSES 4,000
    MEALS ON WHEELS OF NORMAN INC
    PO BOX 1371
    NORMAN,OK73070
    NONE 501(C)(3) FREE MEAL PROGRAM 5,000
    NORMAN REGIONAL HEALTH FOUNDATION
    901 N PORTER AVE
    NORMAN,OK73071
    NONE 501(C)(3) CAMPAIGN TO ADVANCE REHABILITATION 3,000
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DRIVE
    OKLAHOMA CITY,OK73102
    NONE 501(C)(3) HEALING ARTS OUTREACH PROGRAM 5,000
    OKLAHOMA PROJECT WOMAN
    PO BOX 14026
    TULSA,OK74159
    NONE 501(C)(3) BREAST HEALTHCARE FOR UNINSURED 2,500
    POSITIVE TOMORROWS
    PO BOX 61190
    OKLAHOMA CITY,OK731461190
    NONE 501(C)(3) POSITIVE TOMORROWS BREAK CAMP 2,000
    REDEEMING THE FAMILY
    805 RANDALL RD
    EDMOND,OK73034
    NONE 501C3 OKLAHOMA MESSAGES PROJECT 2,500
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE
    OKLAHOMA CITY,OK73127
    NONE 501(C)(3) GENERAL OPERATIONS FUNDING 8,000
    SPECIAL OLYMPICS OF OK INC
    6835 S CANTON AVE
    TULSA,OK74136
    NONE 501(C)(3) WINTER GAMES 3,000
    SUNBEAM FAMILY SERVICES
    616 NW 21ST
    OKLAHOMA CITY,OK73103
    NONE 501C3 EMERGENCY SHELTER FOR SENIORS 8,000
    THE CHRISTMAS CONNECTION
    PO BOX 891020
    OKLAHOMA CITY,OK73189
    NONE 501(C)(3) SCHOOL CONNECTIONS 3,000
    UNIVERSITY OF OKLAHOMA FOUNDATION
    100 TIMBERDELL ROAD
    NORMAN,OK73019
    NONE 501(C)(3) EDUCATION PROGRAMS 10,000
    YWCA OF OKC INC
    2460 NW 39TH STREET
    OKLAHOMA CITY,OK73112
    NONE 501(C)(3) OPERATIONAL EXPENSES 5,000
    Total .................................bullet 3a 96,500
    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 41,316  
    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.....     18 39,410  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 172,797  
    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)..   253,523  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13253,523
    (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:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 3,200     3,200

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME 0147 54,330 54,330
    ISHARES TIPS BOND ETF 47,604 47,604
    ISHARES US PREFERRED STOCK ETF 78,880 78,880
    PIMCO BRIG LO FD0332    
    PIMCO TOTAL RETURN-INST FD0035    
    PIMCO UNRESTRC FD1863    
    TCW EMERGING MKTS INC-I FD4721 26,671 26,671
    TEMPLETON GLOBAL BD-ADV FD0616 38,143 38,143
    VANGUARD S/T BD INDX-ADM 5132 118,438 118,438
    VANGUARD S/T BD INDX-SIG FD1 349    
    VANGUARD TOT INTL BOND IND-ADM 0616 42,440 42,440
    WESTERN ASSET TOT RTN UN-IN 1555 55,374 55,374

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMER BEACON INT'L EQ-INST FD0067 28,804 28,804
    AMER BEACON LG CAP VAL-INST FD0066 101,367 101,367
    AMER CENT SM CAP VAL-INST FD0486 15,744 15,744
    ARTISAN MID CAP VAL-INST FD2450    
    ARTISAN SM CAP VAL-INST FD2451    
    DFA INTL SM CAP VALUE PTF-I 5066 16,351 16,351
    DFA LARGE CAP VAL PORFT FD0035 141,134 141,134
    DFA US SML CAP VAL PORT FD0034 54,016 54,016
    DODGE & COX INTL STK FD1048 36,776 36,776
    DODGE & COX STK FD0145 140,335 140,335
    FIDELITY ADV LEVG CO STK I FD0106 15,597 15,597
    FIDELITY CONTRAFUND INC FD0022 144,703 144,703
    HARBOR CAPITAL APPREC-INST 2012 80,704 80,704
    HARBOR INTERNATIONAL-INST FD2011 29,993 29,993
    ISHARES GOLD TRUST 13,248 13,248
    ISHARES MSCI BRIC INDX FUND 3,328 3,328
    ISHARES RUSSELL MID-CAP VALUE ETF 25,816 25,816
    ISHARES S&P 500 GROWTH INDEX FD 77,339 77,339
    JOHN HANCOCK DISC VAL M/C-I 3633 63,224 63,224
    JPM LG CAP GRWTH FD3118 52,249 52,249
    LAZARD EMRG MKTS-INST FD0638 8,420 8,420
    MFS INT'L NEW DISCOVERY-I FD0874 22,556 22,556
    NUVEEN MID CAP GRWTH OPP-I FD2453 74,983 74,983
    OPPENHEIMER DEV MKTS FD-Y FD0786 9,922 9,922
    POWERSHARES QQQ 24,470 24,470
    ROYCE PREMIER-INSTL FD0426    
    T ROWE PRICE GWTH STK-I FD0040 80,596 80,596
    T ROWE PRICE NEW HORIZONS FD0042 46,070 46,070
    TORTOISE ENERGY INFRASTRUCTU FD    
    VANGUARD EXPLORER FD-ADM 5024 29,143 29,143
    VANGUARD MID CAP INDX-INSTL FD0864 52,799 52,799
    VANGUARD REIT ETF FD 16,200 16,200
    VANGUARD S/C GWTH INDX-I FD0866 20,115 20,115
    VANGUARD SM CP VAL INDX-INST FD0865 56,761 56,761
    WISDOMTREE EMERGING MARKETS SMALL CA 8,071 8,071
    WM BLAIR INTL GROWTH-I FD1747 20,863 20,863

    TY 2014 InvestmentsOtherSchedule2
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS MKT NEUT INC-I FD0629 FMV 18,906 18,906
    CREDIT SUISSE COMM RETN ST FD2156 FMV 11,333 11,333
    DIAMOND HILL LONG/SHORT-I FD0011 FMV 15,425 15,425
    FORUM ABSOLUTE STRATEGIES-I FD 0102 FMV 18,429 18,429
    IVY ASSET STRATEGY FD - I FD0473 FMV 22,779 22,779
    MERGER FD0260 FMV 17,859 17,859
    MINERAL INTERESTS FMV 4,237 4,237
    PERMANENT PORTFOLIO FD1500 FMV 28,636 28,636
    PIMCO ALL ASSET-INST FD0034 FMV 50,213 50,213
    PIMCO COMMOD RR STRAT-INS FD0045 FMV 6,387 6,387
    TORTOISE ENERGY INFRASTRUCTURE FD FMV 13,131 13,131

    TY 2014 OtherExpensesSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONTRACT SERVICES 4,000 4,000    
    OTHER DEDUCTION - ROYALTY 1,445 1,445    
    BANK CHARGES 22     22


    TY 2014 OtherIncomeSchedule2
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL AND GAS ROYALITES 39,410 39,410  


    TY 2014 OtherIncreasesSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Description Amount
       
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 12,484 2,000   10,484
    PORTFOLIO MANAGMENT FEES 8,780 8,780    


    TY 2014 TaxesSchedule
    Name:
    PHILIP BOYLE FOUNDATION
    EIN: 73-1354526
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 6 6    
    TAXES-FEDERAL 3,030      
    GPT 3,131 3,131    
    TAXES/O&G STATE 890 890