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
The Arlindo and Evelyn Jorge Family
Foundation and Trust

Number and street (or P.O. box number if mail is not delivered to street address)25 Sydney Road   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Halesite, NY117431231
A Employer identification number

20-6710947
B Telephone number (see instructions)

(516) 294-6638
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$6,989,469J 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).............. 3,296,903
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 7,264 7,264  
4 Dividends and interest from securities...... 140,044 126,835  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,969
b Gross sales price for all assets on line 6a 6,823
7 Capital gain net income (from Part IV, line 2)... 6,969
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 2,157 2,157  
12 Total. Add lines 1 through 11........ 3,453,337 143,225  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,795 1,397   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,318 22   0
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 259 9   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,372 1,428   250
25 Contributions, gifts, grants paid........ 160,177 160,177
26 Total expenses and disbursements. Add lines 24 and 25 165,549 1,428   160,427
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,287,788
b Net investment income (if negative, enter -0-) 141,797
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 Savings and temporary cash investments.......... 199,141 912,362 912,362
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) 107,810 Click to see attachment124,356 119,693
b Investments—corporate stock (attach schedule)........ 1,526,622 Click to see attachment2,979,015 4,882,029
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)........... 567,749 Click to see attachment726,025 1,075,385
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment947,352 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,401,322 5,689,110 6,989,469
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,401,322 5,689,110
30 Total net assets or fund balances (see instructions)...... 2,401,322 5,689,110
31 Total liabilities and net assets/fund balances (see instructions).. 2,401,322 5,689,110
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 2,401,322
2 Enter amount from Part I, line 27a..................... 2 3,287,788
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 5,689,110
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,689,110
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 93 Shares Fairpoint Communications P 2011-09-14 2014-07-02
b Capital Gains Dividends P    
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 1 146   147
b 6,822     6,822
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       147
b       6,822
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 6,969
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 125,121 2,977,987 0.042015
2012 80,132 2,483,192 0.032270
2011 62,382 1,577,210 0.039552
2010 49,711 1,274,790 0.038995
2009 55,142 1,028,170 0.053631
2 Total of line 1, column (d) ...................... 2 0.206463
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 0.041293
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,328,027
5 Multiply line 4 by line 3....................... 5 220,010
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,418
7 Add lines 5 and 6......................... 7 221,428
8 Enter qualifying distributions from Part XII, line 4.............. 8 160,427
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,836
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,836
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,836
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,900
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,164
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,164 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 ofbulletDAVID A BLACK CPA Telephone no.bullet (516) 294-6638
    Located atbullet31 ROBBINS DRIVEEAST WILLISTONNY ZIP+4bullet11596
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Arlin A Jorge Chairman
    2.00     		0 0 0
    166 Huntington Bay Road
    Huntington,NY11743
    Judy A Kay Secretary/Treasurer
    2.00     		0 0 0
    25 Sydney Road
    Halesite,NY11743
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,762,028
    b
    Average of monthly cash balances.......................
    1b
    647,136
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,409,164
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,409,164
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,137
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,328,027
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,401
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    266,401
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,836
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,836
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    263,565
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    263,565
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    263,565
    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
    160,427
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    160,427
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    160,427
    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 7 263,565
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 142,070
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 160,427
    a Applied to 2013, but not more than line 2a 142,070
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 18,357
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		245,208
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Donorschoseorg
    213 West 35th Street 2nd Floor East
    New York,NY10001     		None Public General 2,177
    Food Bank for New York City
    39 Broadway 10th Floor
    New York,NY10006     		NOne Public General 2,000
    Helping Hands
    541 Cambridge Street
    Boston,MA02134     		None Public GENERAL FUND 1,000
    Huntington Hospital
    270 Park Avenue
    Huntington,NY11743     		None Public General 35,000
    Huntington YMCA
    60 Main Street
    Huntington,NY11743     		None Public GENERAL 70,000
    Long Island Cares Inc
    10 Davids Drive
    Hauppauge,NY11788     		None Public General 3,000
    The Harvest Center of Charlotte
    PO Box 16910
    Charlotte,NC28297     		None Public General 3,000
    The Pogil Project
    PO Box 3003
    Lancaster,PA176043003     		None Public Charity General 1,000
    Women's Resource Center in Alamance County
    411-B West Fifth Street
    Burlington,NC27215     		None Public Charity General 3,000
    YMCA at Glen Cove
    125 Dosoris Lane
    Glen Cove,NY11542     		None Public Charity GeneralGeneral 3,000
    Natural History Museum of the Adirondacks
    45 Museum Drive
    Tupper Lake,NY12986     		None Public Charity TO FUND THE WILD CENTER - WILD WALK. 25,000
    The Zucker Hillside Hospital (North Shore LIJ)
    125 Community Drive
    Great Neck,NY11021     		None Public Charity TO FUND THE ADDICION RECOVERY SERVICES PROGRAM 1,500
    North Shore Sheltering Program
    PO Box 415
    Glen Cove,NY11542     		None Public Charity GENERAL FUND 4,500
    American Modeling Teachers Association
    5808 13th Avenue
    Sacramento,CA95820     		None Public Charity GENERAL FUND AND STEMTEACHERS NYC FUND 3,000
    New York Bull Crew
    95a Hoffman Lane
    Islandia,NY11749     		None Public Charity GENERAL FUNDGENERAL FUND 3,000
    Total .................................bullet 3a 160,177
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		        7,264
    4 Dividends and interest from securities....     14 140,044  
    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.....         2,157
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 6,822 147
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 146,866 9,568
    13Total. Add line 12, columns (b), (d), and (e)..................
    13156,434
    (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.)
    3 Earnings on investments will be used to fund future distributions to Charity
    4 Earnings on investments will be used to fund future distributions to Charity
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    Employer identification number

    20-6710947
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    EState of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$17,213


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$25,411


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$3,015


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

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$55,623


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$10,322


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$72,742


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$89,199


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$15,839


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$27,437


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$38,796


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$103,360


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$41,632


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$57,749


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$53,105


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$750


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$150,073


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$219,040


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$82,444


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$139,053


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$85,626


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$16,018


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$46,825


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$32,122


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$202,323


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    25
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$3,054


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$21,530


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$156,511


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$44,847


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$1


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    30
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$36,553


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    31
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$24,736


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    32
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$139,836


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    33
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$87,282


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    34
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$23,284


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    35
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$3,954


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    36
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$59,994


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    37
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$6,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    38
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$176,541


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    39
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$26,449


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    40
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$13,536


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    41
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$759,062


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    42
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$3,401


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    43
     
     

    Estate of Arlindo Jorge  
    25 Sydney Road
     
    Halesite, NY11743

    		$124,015


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 12,000 US Treasury Bond due May 15, 2021 $ 17,213 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 1702 Shares Bank of America $ 25,411 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 446 Shares Banco Santander $ 3,015 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 426 Shares Boeing $ 55,623 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 202 Shares Comcast Corp $ 10,322 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 955 Shares Capital One Financial $ 72,742 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 850 Shares Caterpillar $ 89,199 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    8
    		 336 Shares Citigroup $ 15,839 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    9
    		 1192 Shares Cisco Systems $ 27,437 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    10
    		 1272 Shares Conagra Foods $ 38,796 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    11
    		 1419 Shares Duke Energy $ 103,360 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    12
    		 846 Shares Dow Chemical $ 41,632 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    13
    		 848 Shares Du Pont $ 57,749 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    14
    		 519 Shares Exxon Mobil $ 53,105 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    15
    		 75 Shares Fairpoint Communications $ 750 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    16
    		 5676 Shares General Electric $ 150,073 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    17
    		 3406 Shares Health Care Reit Inc $ 219,040 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    18
    		 1070 Shares Home Depot Inc. $ 82,444 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    19
    		 2558 Shares JP Morgan Chase $ 139,053 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    20
    		 852 Shares Johnson and Johnson $ 85,626 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    21
    		 283 Kraft Foods Group iNC. $ 16,018 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    22
    		 854 Shares Merck & Co. $ 46,825 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    23
    		 850 Shares Mondelez $ 32,122 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    24
    		 5104 Shares Microsoft $ 202,323 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    25
    		 100 Shares NCR Corp. $ 3,054 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    26
    		 842 Shares Nabors Industries $ 21,530 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    27
    		 1865 Shares Pall Corp $ 156,511 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    28
    		 1100 Shares Paychex $ 44,847 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    29
    		 1830 Panacos Pharmaceuticals $ 1 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    30
    		 424 Shares Philip Morris Intl $ 36,553 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    31
    		 848 Shares PFizer $ 24,736 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    32
    		 1702 Shares Proctor & Gamble $ 139,836 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    33
    		 2208 Shares Spectra Energy Corp $ 87,282 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    34
    		 636 Shares Sysco $ 23,284 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    35
    		 100 Shares Teradata Corp $ 3,954 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    36
    		 426 Shares 3M $ 59,994 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    37
    		 66 Shares Vivax Medical $ 6,600 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    38
    		 2268 Shares Magellan Midstream $ 176,541 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    39
    		 848 Shares Xcel Energy Inc. $ 26,449 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    40
    		 1509 Shares Federated Govt Securities $ 13,536 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    41
    		 Cash (Federated Money Market) $ 759,062 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    42
    		 846 Alcatel Lucent SPD ADR $ 3,401 2014-05-08
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    43
    		 3407 AT&T $ 124,015 2014-05-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust         		Employer identification number

    20-6710947
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 2,795 1,397   0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Name of Stock End of Year Book Value End of Year Fair Market Value
    500 Shares Altria Group 8,383 24,635
    1000 Shares AT&T 28,005 33,590
    700 Shares Bank of America Corp. 33,166 12,523
    1000 Shares Bristol Myers Squibb 25,685 59,030
    500 Shares Caterpillar 35,753 45,765
    100 Shares CitiGroup 48,451 5,411
    1000 Shares Conagra Foods 22,415 36,280
    1000 Shares Consolidated Edison 43,878 66,010
    800 Dow Chemical 30,281 36,488
    500 DuPont 20,305 36,970
    333 Duke Energy 16,769 27,819
    1000 Shares General Electric 33,767 25,270
    500 Shares Health Care REIT 17,175 37,835
    1000 Shares Home Depot 36,475 104,970
    500 Shares Johnson & Johnson 30,820 52,285
    1000 Shares JP Morgan Chase 40,692 62,580
    1000 Shares Merck 35,041 56,790
    2000 Shares Microsoft 45,443 92,900
    2000 Shares Monmouth RE Invs Corp. 16,045 22,140
    1000 Shares Pfizer 22,995 31,150
    700 Shares Proctor & Gamble 39,018 63,763
    1000 Shares Verizon 29,371 46,780
    333 Shares Kraft Foods 9,778 20,866
    500 Shares Spectra Energy 15,750 18,150
    500 Shares Philip Morris Intl 19,102 40,725
    18 Shares Fairpoint Communications 0 0
    162 Shares Ares Capital 14,830 2,528
    1000 Shares Altria 20,495 49,270
    116 Shares AT&T 3,372 3,896
    500 Home Depot 14,319 52,485
    500 Johnson and Johnson 32,215 52,285
    654 Mondelez International 12,522 23,757
    1000 Pall Corp 50,380 101,210
    300 Proctor and Gamble 18,354 27,327
    500 Shares Caterpillar 30,245 45,765
    1000 Shares Duke Energy 16,818 27,819
    1000 Shares General Electric 16,615 25,270
    1000 Shares Health Care REIT Inc. 44,480 75,670
    100 Shares Health Care REIT 4,666 7,567
    240 Shares Frontier 1,838 1,600
    2000 Monmouth RE Invs Corp A 16,720 22,140
    2000 Monmouth RE Invs Corp A 16,720 22,140
    500 UMH Properties Inc. 5,000 4,775
    1000 Health Care Reit Series D 51,460 75,670
    363 Comcast Corp New CL. A 6,102 21,058
    1000 Shares AT&T 28,110 33,590
    2000 Bristol Myers Squibb 59,240 118,060
    75 Shares Citigroup 2,041 4,058
    100 Shares Citigroup 3,413 5,411
    333 Shares Duke Energy 19,025 27,819
    400 Shares Duke Energy 22,853 33,416
    334 Shares Duke Energy 19,082 27,902
    1000 Shares Exxon Mobil Corp 72,460 92,450
    1000 Shares General Electric 15,620 25,270
    2000 Shares General Electric 31,240 50,540
    1000 Shares General Electric 15,620 25,270
    346 Mondelez International 5,585 12,568
    4000 Monmouth RE Invs Corp. A 31,260 44,280
    100 Shares Panacos Pharmaceuticals 1 1
    500 Shares Spectra Energy 15,750 18,150
    600 Spectra Energy Corp. 18,900 21,780
    4000 Shares UMH Properties 37,300 38,200
    23 Shares WMI Holdings 30,747 47
    1000 Shares Comcast New CL A 17,104 58,010
    846 Shares Alcatel Lucent 2,502 3,003
    3407 Shares AT&T 95,771 114,441
    1702 Shares Bank of America 11,957 30,449
    446 Shares Banco Santander 3,879 2,239
    426 Shares Boeing 26,776 55,371
    202 Shares Comcast 4,434 11,718
    955 Shares Capital One 41,141 78,835
    850 Shares Caterpillar 72,033 77,801
    336 Shares Citigroup 9,144 18,181
    1192 Shares Cisco 19,650 33,155
    1272 Shares Conagra 30,057 46,148
    1419 Shares Duke Energy 81,104 118,543
    846 Shares Dow Chemical 22,529 38,586
    848 Shares Dupont 38,396 62,243
    519 Shares Exxon Mobil 37,607 47,981
    75 Shares Fairpont Communications 0 0
    5676 Shares General Electric 73,039 143,433
    1070 Shares HOme Depot 36,772 112,232
    2558 Shares JP MOrgan Chase 83,199 160,080
    852 Shares Johnson and Johnson 54,294 89,094
    283 Shares Kraft Food 10,248 17,733
    854 Shares Merck 27,623 48,498
    850 Shares Mondelez 18,980 30,876
    5104 Shares Microsoft 134,465 237,081
    100 Shares NCR 178 2,914
    842 Shares Nabors Industries 15,004 10,929
    1865 Shares Pall Corp. 62,265 188,757
    1100 Shares Paychex 28,952 50,787
    1830 Shares Panacos Pharm 8 1
    424 Shares Philip Morris Intl 28,586 34,535
    848 Shares Pfizer 15,527 26,415
    1702 Proctor and Gamble 105,932 155,035
    2208 Spectra Energy 43,315 80,150
    636 Shares Sysco 17,280 25,243
    100 Shares Teradata 5,030 4,368
    426 Shares 3M 33,505 70,000
    66 Shares Vivax 0 6,600
    2268 Magellan Midsreatm 67,626 187,473
    848 XCEL Energy 20,918 30,460
    1509 Federated Govt Securities 13,943 13,596
    700 Shares Apple 58,281 77,266

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    US Government Securities - End of Year Book Value:

    124,356
    US Government Securities - End of Year Fair Market Value:

    119,693
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    6000 Aberdeen Asia PAC Inc. AT COST 37,409 33,300
    4000 Blackrock Income Trust AT COST 24,325 25,600
    2000 Shares Blackrock Gl AT COST 37,361 25,700
    4000 Calamos Conv & High Inc. AT COST 60,507 55,320
    3000 Shares Flaherty & Crumrine AT COST 54,380 57,150
    3000 Pimco Corporate Income AT COST 44,230 45,330
    2000 Magellan MIdstream AT COST 74,175 165,320
    550 Energy Transfer Partners AT COST 25,960 35,750
    900 Health Care REIT Inc. AT COST 49,464 68,103
    1000 Health Care REit Inc. AT COST 54,960 75,760
    2000 Magellan Midstream Partners AT COST 59,635 165,320
    1000 Energy Transfer Partners AT COST 45,343 65,000
    3406 Shares Health Care REIT AT COST 158,276 257,732

    TY 2014 OtherAssetsSchedule
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Unrealized gains/losses 0 947,352  


    TY 2014 OtherExpensesSchedule
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing fees 250 0   250
    ADR fee 9 9   0


    TY 2014 OtherIncomeSchedule2
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM LIMITED PARTNERSHIPS 2,157 2,157 2,157


    TY 2014 TaxesSchedule
    Name:
    The Arlindo and Evelyn Jorge Family
    Foundation and Trust
    EIN: 20-6710947
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 2,296 0   0
    Foreign Withholding Taxes 22 22   0