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
LESTER PORETSKY FAMILY FOUNDATION INC
 
% DEBRA P EKMAN PRESIDENT
Number and street (or P.O. box number if mail is not delivered to street address)C/O ROBERT AND DEBRA EKMAN11401 SOUTH GLEN ROAD SuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
POTOMAC, MD20854
A Employer identification number

52-1254096
B Telephone number (see instructions)

(301) 983-8907
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$324,289J 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).............. 170,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 8,526 8,526 0
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,354
b Gross sales price for all assets on line 6a 134,990
7 Capital gain net income (from Part IV, line 2)... 1,354
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 179,880 9,880 0
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)....... Click to see attachment 5,500 5,000 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 49 49 0 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 2,222 2,197 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,771 7,246 0 0
25 Contributions, gifts, grants paid........ 148,750 148,750
26 Total expenses and disbursements. Add lines 24 and 25 156,521 7,246 0 148,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,359
b Net investment income (if negative, enter -0-) 2,634
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 40,090 70,553 70,553
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 258,150 Click to see attachment251,046 253,736
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 298,240 321,599 324,289
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 298,240 321,599
30 Total net assets or fund balances (see instructions)...... 298,240 321,599
31 Total liabilities and net assets/fund balances (see instructions).. 298,240 321,599
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)............... 1 298,240
2 Enter amount from Part I, line 27a..................... 2 23,359
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 321,599
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. 6 321,599
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 586.159 INVESCO FLOATING RATE P 2013-05-22 2014-08-05
b 550.585 LORD ABBETT FLT RT P 2013-05-14 2014-08-05
c 484.848 PIMCO COMMOD REAL RET P 2013-05-14 2014-09-26
d 1,251.120 MSIF MULTI ASSET P 2014-01-17 2014-09-17
e 9.765 PIMCO COMMOD REAL RET P 2013-12-11 2014-09-26
255.000 APOLLO SENIOR FLOATING P 2013-06-20 2014-10-21
906.371 BROOKFIELD GLB LISTED INFRNT P 2014-06-02 2014-12-26
1,791.965 BLACKROCK STRATEGIC INC P 2013-05-14 2015-01-26
1,709.314 GOLDMAN SACHS STRATEGIC P 2013-05-14 2015-01-07
763.000 BLACKROCK SCIENCE AND TECH P 2015-01-02 2015-01-23
78.858 BLACKROCK STRATEGIC INC P 2014-01-31 2015-01-26
54.201 GOLDMAN SACHS STRATEGIC P 2014-01-31 2015-01-07
605.000 FIFTH STR SR FLOATING RATE P 2015-01-13 2015-02-10
1,236.394 PRUDENTIAL JENNISON MLP P 2014-07-21 2015-04-28
15,000.000 CITIGROUP INC P 2014-10-30 2015-05-04
(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 4,648   4,695 -47
b 5,176   5,264 -88
c 2,540   3,023 -483
d 14,876   14,963 -87
e 51   54 -3
4,369   4,905 -536
13,441   14,028 -587
18,260   18,278 -18
17,401   18,245 -844
13,689   13,517 172
804   806 -2
552   569 -17
6,516   6,381 135
13,761   13,806 -45
15,548   15,102 446
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       -47
b       -88
c       -483
d       -87
e       -3
      -536
      -587
      -18
      -844
      172
      -2
      -17
      135
      -45
      446
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 1,354
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 120,686 268,505 0.449474
2012 116,436 200,354 0.581151
2011 94,000 241,708 0.388899
2010 93,572 191,037 0.489811
2009 105,000 215,545 0.487137
2 Total of line 1, column (d) ...................... 2 2.396472
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 0.479294
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 297,257
5 Multiply line 4 by line 3....................... 5 142,473
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 26
7 Add lines 5 and 6......................... 7 142,499
8 Enter qualifying distributions from Part XII, line 4.............. 8 148,750
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 26
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 26
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 26
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 26
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
     
    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)
    bulletMD
    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 ofbulletDEBRA P EKMAN PRESIDENT Telephone no.bullet (301) 983-8907
    Located atbullet11401 SOUTH GLEN ROADPOTOMACMD ZIP+4bullet20854
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    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
    DEBRA P EKMAN PRESIDENT/DIRECTOR
    0     		0    
    11401 SOUTH GLEN ROAD
    POTOMAC,MD20854
    ROBERT EKMAN VICE PRESIDENT/DIRECTOR
    0     		0    
    11401 SOUTH GLEN ROAD
    POTOMAC,MD20854
    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
     
    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
     
    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  
    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
    262,551
    b
    Average of monthly cash balances.......................
    1b
    39,233
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    301,784
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    301,784
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,527
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    297,257
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,863
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,863
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    26
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,837
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    14,837
    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
    14,837
    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
    148,750
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    148,750
    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
    26
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    148,724
    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 14,837
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 94,223
    b From 2010....... 84,036
    c From 2011....... 81,915
    d From 2012....... 106,746
    e From 2013....... 107,310
    fTotal of lines 3a through e......... 474,230
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 148,750
    a Applied to 2013, but not more than line 2a 0
    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..... 14,837
    e Remaining amount distributed out of corpus 133,913
    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 5 608,143
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		94,223
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		513,920
    10 Analysis of line 9:
    a Excess from 2010.... 84,036
    b Excess from 2011.... 81,915
    c Excess from 2012.... 106,746
    d Excess from 2013.... 107,310
    e Excess from 2014.... 133,913
    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).)
    DEBRA EKMAN ROBERT EKMAN
    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
    BREAD FOR THE CITY
    1525 7TH ST NW
    WASHINGTON,DC20001     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 5,500
    CROSSWAY COMMUNITY
    3015 UPTON DR
    KENSINGTON,MD20895     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 15,000
    DOCTORS WITHOUT BORDERS MEDECINS SANS FRONTIERES
    333 7TH AVENUE
    2ND FLOOR
    NEW YORK,NY10001     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 10,000
    OXFAM AMERICA
    226 CAUSEWAY STREET
    5TH FLOOR
    BOSTON,MA02114     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    THE ARC MONTGOMERY COUNTY
    11600 NEBEL STREET
    ROCKVILLE,MD20852     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    UNION OF CONCERNED SCIENTISTS
    1825 K STREET NW
    SUITE 800
    WASHINGTON,DC20006     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 5,000
    ACLU FOUNDATION
    125 BROAD STREET
    18TH FLOOR
    NEW YORK,NY10004     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 165
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW
    2ND FLOOR
    WASHINGTON,DC20036     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    BLUE GREEN ALLIANCE FOUNDATION
    1300 GODWARD STREET NE
    SUITE 2625
    MINNEAPOLIS,MN55413     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    BREAD FOR THE WORLD INSTITUTE
    425 3RD STREET SW
    SUITE 1200
    WASHINGTON,DC20024     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    COVENANT HOUSE
    TIMES SQUARE STATION
    PO BOX 731
    NEW YORK,NY10108     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 550
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE SOUTH
    NEW YORK,NY10010     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 4,000
    ROCKVILLE VOLUNTEER FIRE DEPARTMENT
    PO BOX 1789
    ROCKVILLE,MD20849     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 200
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE
    34TH FLOOR
    NEW YORK,NY10118     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    HEALTHCARE FOR THE HOMELESS
    PO BOX 17025
    BALTIMORE,MD21297     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 250
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,500
    MANNA FOOD CENTER - MONTGOMERY COUNTY
    9311 GAITHER ROAD
    GAITHERSBURG,MD20877     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    MARYLAND PUBLIC TELEVISION
    11767 OWINGS MILLS BLVD
    OWINGS MILLS,MD21117     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    MONTGOMERY COUNTY COALITION FOR THE HOMELESS
    600-B EAST GUDE DRIVE
    ROCKVILLE,MD20850     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    MONTGOMERY HOSPICE
    1355 PICCARD DRIVE STE 100
    ROCKVILLE,MD20850     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    NAACP
    4805 MT HOPE DRIVE
    BALTIMORE,MD21215     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 200
    NATIONAL ALLIANCE ON MENTAL ILLNESS - MARYLAND
    3803 N FAIRFAX DRIVE
    SUITE 100
    ARLINGTON,VA22203     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    NATIONAL URBAN LEAGUE
    120 WALL STREET
    NEW YORK,NY10005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 300
    NAT'L WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    SMITHSONIAN NMAAHC
    SMITHSONIAN INSTITUTION
    PO BOX 96832
    WASHINGTON,DC20090     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    OPERATION HOMEFRONT
    8930 FOURWINDS DRIVE
    SUITE 340
    SAN ANTONIO,TX78239     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 3,000
    OVARIAN CANCER RESEARCH FUND
    14 PENNSYLVANIA PLAZA
    SUITE 1710
    NEW YORK,NY10122     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    POTOMAC CONSERVANCY
    8403 COLESVILLE ROAD
    SUITE 805
    SILVER SPRING,MD20910     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 600
    PRIMARY CARE COALITION
    8757 GEORGIA AVENUE
    10TH FLOOR
    SILVER SPRING,MD20910     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    RAILS TO TRAILS CONSERVANCY
    2121 WARD CT NW
    5TH FLOOR
    WASHINGTON,DC20037     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    SO OTHERS MIGHT EAT
    71 O STREET NEW
    WASHINGTON,DC20001     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE
    SUITE 100
    ARLINGTON,VA22203     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 300
    SMITHSONIAN NMAI
    SMITHSONIAN INSTITUTION
    PO BOX 96836
    WASHINGTON,DC20090     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    TRUST FOR PUBLIC LAND
    101 MONTGOMERY STREET STE 900
    SAN FRANCISCO,CA94104     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    UNIVERSITY OF CONNECTICUT
    2390 ALUMNI DRIVE 3206
    STORRS,CT06269     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 6,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 JUDE PLACE
    MEMPHIS,TN38105     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    WAMU
    4000 BRANDYWINE STREET NW
    WASHINGTON,DC20016     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    WETA
    PO BOX 96100
    WASHINGTON,DC20090     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 750
    WILD SPIRIT WOLF SANCTUARY
    378 CANDY KITCHEN ROAD
    RAMAH,NM87321     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 125
    WILDLIFE CONSERVATION SOCIETY
    PO BOX 421713
    PALM COAST,FL32142     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    THE WOODSTOCK ACADEMY FOUNDATION
    57 ACADEMY ROAD
    WOODSTOCK,CT06281     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    THE SALVATION ARMY
    MONTGOMERY COUNTY GIFT PROCESSING C
    DEPARTMENT 6006
    WASHINGTON,DC20042     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    ANIMAL LEAGUE DEFENSE FUND
    170 EAST COTATI AVE
    COTATI,CA94931     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    UNICEF UNITED STATES FUND
    125 MAIDEN LANE
    NEW YORK,NY10038     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    PROGERIA RESEARCH FOUNDATION
    PO BOX 3453
    PEABODY,MA01961     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    PEOPLE FOR THE AMERICAN WAY FOUNDATION
    1101 15TH STREET NW
    SUITE 600
    WASHINGTON,DC20005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    SAVE THE CHILDREN
    500 KINGS HIGHWAY EAST
    SUITE 400
    FAIRFIELD,CT06825     		SEC 501(C)(3)   SUPPORT OF SEC. 501 (C)(3) ORGANIZATION 2,500
    ALS ASSOCIATION
    1275 K STREET NW
    SUITE 250
    WASHINGTON,DC20005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    AMERICAN RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 4,000
    MERCY CORPS
    PO BOX 2669
    PORTLAND,OR27208     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 3,000
    ALL HANDS VOLUNTEERS
    8 COUNTY ROAD
    SUITE 5
    MATTAPOISETT,MA02739     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 300
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    ST JOSEPH'S INDIAN SCHOOL
    PO BOX 300
    CHAMBERLAIN,SD57325     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 300
    CHESAPEAKE BAY TRUST
    60 WEST STREET
    SUITE 405
    ANNAPOLIS,MD21401     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    COMPASSION AND CHOICES
    4155 E JEWELL AVENUE
    SUITE 200
    DENVER,CO80222     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 150
    SIERRA CLUB FOUNDATION
    85 SECOND STREET
    SUITE 750
    SAN FRANCISCO,CA94105     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    NATIONAL PARK FOUNDATION
    1201 EYE STREET NW
    SUITE 550B
    WASHINGTON,DC20005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 300
    PROJECT HOPE
    255 CARTER HALL LN
    PO BOX 250
    MILWOOD,VA22646     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    AMFAR
    120 WALL ST
    13TH FLOOR
    NEW YORK,NY10005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    WHITMAN WALKER HEALTH
    1701 14TH STREET NW
    WASHINGTON,DC20009     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 400
    OBG COCKER RESCUE
    PO BOX 30821
    BETHESDA,MD20824     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    434 W 33RD STREET
    NEW YORK,NY10001     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 150
    MARYLAND CENTER FOR VETERANS EDUCATION & TRAINING
    301 NORTH HIGH STREET
    BALTIMORE,MD21202     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    MY SISTER'S PLACE
    PO BOX 29596
    WASHINGTON,DC20017     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 200
    MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY
    1000 TWINBROOK PARKWAY
    ROCKVILLE,MD20851     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 10,000
    NAACP LEGAL DEFENSE AND EDUCATION FUND
    40 RECTOR STREET
    5TH FLOOR
    NEW YORK,NY10006     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 350
    ACCION INTERNATIONAL
    56 ROLAND STREET
    SUITE 300
    BOSTON,MA02129     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    ARTHRITIS NATIONAL RESEARCH FOUNDATION
    200 OCEANGATE
    SUITE 830
    LONG BEACH,CA90802     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVE
    FLOOR 17
    CHICAGO,IL60601     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    CARE USA
    151 ELLIS STREET NE
    ATLANTA,GA30303     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD21201     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    AMNESTY INTERNATIONAL USA
    5 PENN PLAZA
    16TH FLOOR
    NEW YORK,NY10001     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    CHARITY NAVIGATOR
    139 HARRISTOWN RD
    SUITE 101
    GLEN ROCK,NJ07452     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    CABIN JOHN PARK VOLUNTEER FIRE DEPARTMENT
    8001 RIVER ROAD
    BETHESDA,MD20817     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    CURE ALZHEIMER'S FUND
    34 WASHINGTON STREET
    SUITE 200
    WELLESLEY HILLS,MA02481     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    FINCA
    1101 14TH STREET NW
    11TH FLOOR
    WASHINGTON,DC20005     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
    110 EAST 42ND STREET
    16TH FLOOR
    NEW YORK,NY10017     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    FISHER HOUSE FOUNDATION
    111 ROCKVILLE PIKE
    SUITE 420
    ROCKVILLE,MD20850     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 3,000
    HERO DOGS
    PO BOX 64
    BROOKVILLE,MD20833     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    FOOD AND FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    ENVIRONMENTAL AND ENERGY STUDY INSTITUTE
    1112 16TH STREET NW
    SUITE 300
    WASHINGTON,DC20036     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE
    9TH FLOOR
    NEW YORK,NY10038     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 200
    JEWISH COALITION AGAINST DOMESTIC ABUSE
    PO BOX 2266
    ROCKVILLE,MD20847     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 250
    JOHN L GILDNER REGIONAL INST FOR CHILDADOLESCENTS
    15000 BROSCHART ROAD
    ROCKVILLE,MD20850     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    WASHINGTON AREA FUEL FUND
    PO BOX 1999
    WASHINGTON,DC20013     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    THE CLINTON FOUNDATION
    610 PRESIDENT CLINTON AVENUE
    LITTLE ROCK,AR72201     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,500
    THE CARTER CENTER
    453 FREEDOM PARKWAY
    ATLANTA,GA30307     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 2,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 100
    WORLD FOOD PROGRAM USA
    DEVELOPMENT DEPARTMENT
    1725 EYE STREET NW SUITE 510
    WASHINGTON,DC20006     		SEC 501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,500
    WORLD VISION
    PO BOX 70359
    TACOMA,WA98481     		501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 1,010
    YOUTH VILLAGES
    PO BOX 1781
    MEMPHIS,TN38101     		501(C)(3)   SUPPORT OF SEC. 501(C)(3) ORGANIZATION 500
    Total .................................bullet 3a 148,750
    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 8,526  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,354  
    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)..   9,880  
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,880
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


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

    52-1254096
    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
    LESTER PORETSKY FAMILY FOUNDATION INC
          		Employer identification number

    52-1254096
    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
     
     

    ROBERT AND DEBRA EKMAN  
    11401 SOUTH GLEN ROAD
     
    POTOMAC, MD20854

    		$170,000


    (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
    LESTER PORETSKY FAMILY FOUNDATION INC
          		Employer identification number

    52-1254096
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    LESTER PORETSKY FAMILY FOUNDATION INC
          		Employer identification number

    52-1254096
    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:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,500 5,000 0 0

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

    TY 2014 DepreciationSchedule
    Name:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY - SECURITIES 0 0
    MERRILL LYNCH 2709 -SECURITIES 250,880 253,570
    MERRILL LYNCH 2637 -SECURITIES 166 166

    TY 2014 OtherExpensesSchedule
    Name:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 2,197 2,197 0 0
    MD CHANGE OF ADDRESS FEE 25 0 0 0


    TY 2014 OtherIncomeSchedule2
    Name:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    IRS REFUND      


    TY 2014 TaxesSchedule
    Name:
    LESTER PORETSKY FAMILY FOUNDATION INC
    EIN: 52-1254096
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 49 49 0 0