The Perna-Rose Foundation For Hope Inc — Form 990PF, tax year 2014

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- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information 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 PERNA-ROSE FOUNDATION FOR HOPE INC

Number and street (or P.O. box number if mail is not delivered to street address)6499 CAREMA LANE Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34113

A Employer identification number

35-2357099

B Telephone number (see instructions)

(914) 441-9887

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,499,970J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments	17		17
4	Dividends and interest from securities......	114,219		114,219
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		211,380
b	Gross sales price for all assets on line 6a 1,388,670
7	Capital gain net income (from Part IV, line 2)...			211,380
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........	325,616		325,616
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).......		3,500	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,271	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		19,523	18,289	1,234
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	25,294		18,289	1,234
25	Contributions, gifts, grants paid........	205,000			205,000
26	Total expenses and disbursements. Add lines 24 and 25	230,294		18,289	206,234
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	95,322
b	Net investment income (if negative, enter -0-)			307,327
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	19,201	102,212	102,212
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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)........	723,994	872,512	1,212,484
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	2,300,812	2,165,200	2,185,274
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	5,701	5,106	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,049,708	3,145,030	3,499,970
	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 )
	23	Total liabilities (add lines 17 through 22)..........	0	0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		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	3,049,708	3,145,030
	30	Total net assets or fund balances (see instructions)......	3,049,708	3,145,030
	31	Total liabilities and net assets/fund balances (see instructions)..	3,049,708	3,145,030

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	3,049,708
2	Enter amount from Part I, line 27a.....................	2	95,322
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	3,145,030
5	Decreases not included in line 2 (itemize)	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	3,145,030

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	5938.242 SHS BLACKROCK INVESTOR CLASS A	P	2013-02-01	2014-08-26
b	3690.037 SHS THORNBURG A	P	2011-08-24	2014-08-26
c	125 SHS ISHARES S&P MID CAP 400 GROWTH ETF	P	2009-12-31	2014-09-04
d	79 SHS ISHARES S&P SMALL CAP 600 GROWTH ETF	P	2009-10-30	2014-09-04
e	131 SHS ISHARES S&P SMALL CAP 600 GROWTH ETF	P	2009-12-31	2014-09-04
	290 SHS SPDR SERIES TRUST S&P PHARMACEUTICALS ETF	P	2012-06-05	2014-09-04
	81 SHS VANGUARD DIVIDEND APPRECIATION ETF	P	2009-06-03	2014-09-04
	200 SHS VANGUARD DIVIDEND APPRECIATION ETF	P	2009-08-25	2014-09-04
	294 SHS VANGUARD DIVIDEND APPRECIATION ETF	P	2009-08-25	2014-09-04
	95 SHS VANGUARD INDUSTRIALS ETF	P	2009-08-25	2014-09-04
	3575.685 SHS BLACKROCK INVESTOR CLASS A	P	2013-12-12	2014-09-04
	1449.555 SHS WELLS FARGO ADVANTAGE GROWTH CLASS A	P	2011-06-13	2014-09-04
	1827 SHS SPDR SERIES TRUST S&P HOMEBUILDERS ETF	P	2013-01-07	2014-10-17
	200 SHS SPDR SERIES TRUST S&P HOMEBUILDERS ETF	P	2013-07-31	2014-10-17
	7364.774 SHS PIMCO TOTAL RETURN CLASS D	P	2013-10-01	2014-10-10
	324.191 SHS PIMCO TOTAL RETURN CLASS D	P	2014-10-01	2014-10-10
	20359.340 SHS PIMCO INCOME CLASS A	P	2013-10-01	2014-10-10
	7242.660 SHS PIMCO INCOME CLASS A	P	2014-04-15	2014-10-10
	13117.785 SHS BLACKROCK INVESTOR CLASS A	P	2013-10-14	2014-11-13
	1445.322 SHS BLACKROCK INVESTOR CLASS A	P	2013-12-12	2014-11-13
	3775.883 SHS BLACKROCK INVESTOR CLASS A	P	2013-12-12	2014-11-21
	1215.067 SHS BLACKROCK INVESTOR CLASS A	P	2013-12-12	2014-11-26
	11092.85 SHS BLACKROCK INVESTOR CLASS A	P	2014-02-04	2014-12-09
	525 SHS INTL BUSINESS MACHINES CORP	P	2005-08-16	2015-01-14
	15209.560 SHS COLUMBIA STRATEGIC INCOME CLASS A	P	2014-01-27	2015-01-28
	14275.980 SHS COLUMBIA STRATEGIC INCOME CLASS A	P	2015-01-26	2015-01-28
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	50,000	48,794	1,206
b	50,000	49,651	349
c	19,811	9,841	9,970
d	9,407	4,069	5,338
e	15,599	7,611	7,988
	29,964	15,810	14,154
	6,356	3,265	3,091
	15,694	8,760	6,934
	23,070	12,877	10,193
	9,954	4,522	5,432
	30,000	29,381	619
	75,000	49,564	25,436
	53,239	50,055	3,184
	5,828	5,966	-138
	77,165	75,604	1,561
	3,553	3,620	-67
	258,360	232,365	25,995
	91,910	89,565	2,345
	108,092	107,792	300
	11,909	11,876	33
	31,000	31,026	-26
	10,000	9,984	16
	89,519	91,150	-1,631
	80,904	42,924	37,980
	89,432	93,123	-3,691
	83,943	88,095	-4,152
	58,961		58,961

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			1,206
b			349
c			9,970
d			5,338
e			7,988
			14,154
			3,091
			6,934
			10,193
			5,432
			619
			25,436
			3,184
			-138
			1,561
			-67
			25,995
			2,345
			300
			33
			-26
			16
			-1,631
			37,980
			-3,691
			-4,152
			58,961

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	211,380
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 . . . . . . . . . . . . . . . .		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? Yes No

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	198,220	3,583,496	0.055315
2012	150,968	3,115,185	0.048462
2011	149,589	2,670,678	0.056012
2010	138,079	2,461,438	0.056097
2009	100,479	2,059,125	0.048797

2	Total of line 1, column (d) ......................	2	0.264683
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	0.052937
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	3,743,558
5	Multiply line 4 by line 3.......................	5	198,173
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	3,073
7	Add lines 5 and 6.........................	7	201,246
8	Enter qualifying distributions from Part XII, line 4..............	8	206,234
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,073
	hereand 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	3,073
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	3,073
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	2,000
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,000
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,073
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.PERNAFOUNDATIONFORHOPE.ORG

The books are in care of bullet

THE PERNA-ROSE FOUNDATION FOR HOPE INC Telephone no. bullet

(914) 441-9887

Located at bullet

6499 CAREMA LANENAPLESFL ZIP+4 bullet

34113

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
MELANIE ROSE	PRESIDENT 10.00	0	0	0
6499 CAREMA LANE NAPLES,FL34113	PRESIDENT 10.00	0	0	0
JANET PERNA	TREASURER 10.00	0	0	0
6499 CAREMA LANE NAPLES,FL34113	TREASURER 10.00	0	0	0
TINA WOODWARD	VICE-PRESIDENT 10.00	0	0	0
751 E CHARLESTON ROAD PALO ALTO,CA94303	VICE-PRESIDENT 10.00	0	0	0
GINGER PARRISH	SECRETARY 10.00	0	0	0
401 LANE DRIVE ELIZABETH CITY,NC27909	SECRETARY 10.00	0	0	0

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...................				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............. 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)

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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,645,027

Average of monthly cash balances.......................

155,539

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,800,566

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,800,566

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

57,008

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,743,558

Minimum investment return. Enter 5% of line 5..................

187,178

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

187,178

Tax on investment income for 2014 from Part VI, line 5......

3,073

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,073

Distributable amount before adjustments. Subtract line 2c from line 1............

184,105

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

184,105

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

184,105

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

206,234

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

206,234

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).................

3,073

Adjusted qualifying distributions. Subtract line 5 from line 4..............

203,161

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)

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					184,105
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......	6,241
b From 2010.......	19,759
c From 2011.......	18,421
d From 2012.......
e From 2013.......	22,787
fTotal of lines 3a through e.........		67,208
4Qualifying distributions for 2014 from Part
XII, line 4: $ 206,234
a Applied to 2013, but not more than line 2a					0
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.....					184,105
e Remaining amount distributed out of corpus		22,129
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		89,337
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 ..........					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) .......		0
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...		6,241
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......		83,096
10 Analysis of line 9:
a Excess from 2010....	19,759
b Excess from 2011....	18,421
c Excess from 2012....
d Excess from 2013....	22,787
e Excess from 2014....	22,129

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

JANET PERNA

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BEADS FOR EDUCATION INC 5501 VENTNOR AVE VENTNOR,NJ08406		TAX EXEMPT ORG.	FOR SCHOLARSHIPS	9,000
BEADS FOR EDUCATION INC 5501 VENTNOR AVE VENTNOR,NJ08406		TAX EXEMPT ORG.	FOR GENERAL FUNDS	1,000
CHAMPIONS OF LEARNING 3606 ENTERPRISE AVENUE SUITE 150 NAPLES,FL34104		TAX EXEMPT ORG.	STEM GRANTS	2,250
CHAMPIONS OF LEARNING 3606 ENTERPRISE AVENUE SUITE 150 NAPLES,FL34104		TAX EXEMPT ORG.	STEM ORIENTED CLASSROOM GRANT	1,750
CTRI AMERICAN RED CROSS DISASTER RELIEF 209 FARMINGTON AVENUE FARMINGTON,CT06032		TAX EXEMPT ORG.	FOR TIFFANY CIRCLE QUALIFICATION	10,000
DOMESTIC VIOLENCE CRISIS CENTER 777 SUMMER STREET SUITE 400 STAMFORD,CT06901		TAX EXEMPT ORG.	UNRESTRICTED GENERAL FUNDS	5,000
FRIENDS OF CANTERA INC CO LISA FITZGERALD ESQ 1950 MASSACHUSETTS AVENUE CAMBRIDGE,MA02140		TAX EXEMPT ORG.	EMERGENCY PROVISIONS - RURAL DROUGHT	1,000
FRIENDS OF CANTERA INC CO LISA FITZGERALD ESQ 1950 MASSACHUSETTS AVENUE CAMBRIDGE,MA02140		TAX EXEMPT ORG.	UNRESTRICTED GENERAL FUNDS	15,000
GREENWICH HOSPITAL FOUNDATION 5 PERRYRIDGE RD GREENWICH,CT06830		TAX EXEMPT ORG.	HOSPICE IN MEMORY OF MARY E. PERNA	5,000
HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY 1542 BARNUM AVENUE BRIDGEPORT,CT06610		TAX EXEMPT ORG.	UNRESTRICTED GENERAL FUNDS	5,000
HUMANE SOCIETY OF SILICON VALLEY 901 AMES AVENUE MILPITAS,CA95035		TAX EXEMPT ORG.	PET RESCUE & READY FOR ADOPTION PROGRAMS	10,000
INTERNATIONAL RED CROSS 2025 E STREET NW WASHINGTON,DC20006		TAX EXEMPT ORG.	NEPAL EARTHQUAKE RELIEF	5,000
NAPILI KAI FOUNDATION 5900 L HONOAPIILANI RD LAHAINA,HI96761		TAX EXEMPT ORG.	FOR SCHOLARSHIP FUND	5,000
OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY PO BOX 673 BLOOMFIELD,CT06002		TAX EXEMPT ORG.	FOR CAMPAIGN TO BUILD SANCTUARY & OPERATING FUNDS	20,000
PERSON TO PERSON 1864 POST ROAD DARIEN,CT06820		TAX EXEMPT ORG.	FOR SCHOLARSHIPS	5,000
SPCA OF NORTHEASTEN NORTH CAROLINA 100 WILSON STREET ELIZABETH CITY,NC27909		TAX EXEMPT ORG.	EMERGENCY FUNDING FOR OWNERS IN NEED	5,000
SUNY COLLEGE AT ONEONTA FOUNDATION 108 RAVINE PARKWAY ONEONTA,NY13820		TAX EXEMPT ORG.	FOR SCHOLARSHIP ENDOWMENT FUND	100,000
Total ................................. 3a				205,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ............			14	17
4 Dividends and interest from securities....			14	114,219
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	211,380
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		325,616	0

13Total. Add line 12, columns (b), (d), and (e)..................

13325,616

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2014 AccountingFeesSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,500	0		0

- TIN:

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

TY 2014 AmortizationSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Description of Amortized Expenses	Date Acquired, Completed, or Expended	Amount Amortized	Deduction for Prior Years	Amortization Method	Current Year Amortization	Net Investment Income	Adjusted Net Income	Total Amount of Amortization
ORGANIZATION COSTS	2009-02-09	8,924	3,223	180.000000000000	595	0		3,818

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Name of Stock	End of Year Book Value	End of Year Fair Market Value
2,256 SHS VANGUARD DIVIDEND APPREC ETF	116,325	177,276
600 SHS VANGUARD INDUSTRIALS ETF	30,879	62,826
510 SHS IBM CORP	41,698	82,957
212 SHS ISHARES S&P MIDCAP 400 GROWTH INDEX	9,099	35,934
269 SHS ISHARES S&P SMALLCAP 600 GROWTH	15,629	35,239
2,225 SHS POWERSHARES GLOBAL EXCH TRADED FUND TR EMERGING MRKTS SOVREIGN DEB	59,864	61,655
110 SHS SPDR SERIES TRUST S&P PHARMACEUTICALS ETF	5,997	13,717
749 SHS SPDR SERIES TRUST S&P DIVIDEND ETF	38,162	57,081
188 SHS SECTOR ENERGY SELECT SPDR ETF	12,402	14,130
350 SHS VANGUARD HEALTH CARE ETF	19,451	48,986
237 SHS ISHARES S&P MID CAP 400 GROWTH INDEX ETF	29,985	40,172
558 SHS ISHARES S&P SMALLCAP 600 GROWTH	39,832	73,098
950 SHS SPDR SERIES TRUST S&P PHARMACEUTICALS ETF	52,187	118,465
1,827 SHS SPDR SERIES TRUST S&P HOMEBUILDERS ETF	0	0
65 SHS ISHARES S&P MIDCAP 400 GROWTH INDEX	16,468	11,018
80 SHS ISHARES S&P SMALLCAP 600 GROWTH	14,571	10,480
130 SHS SPDR SERIES TRUST S&P PHARMACEUTICALS ETF	9,943	16,211
25 SHS SPDR SERIES TRUST S&P DIVIDEND ETF	5,963	1,905
200 SHS SPDR SERIES TRUST S&P HOMEBUILDERS ETF	0	0
300 SHS VANGUARD DIVIDEND APPREC ETF	20,979	23,574
110 SHS VANGUARD INDUSTRIALS ETF	9,532	11,518
100 SHS VANGUARD HEALTH CARE ETF	9,327	13,996
906 SHS ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 6/30/14-15	108,663	104,842
248 SHS ISHARES TRANSPORTATION AVERAGE ETF 6/30/14-15	40,112	35,955
567 SHS SECTOR CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 6/30/14-15	40,001	43,364
1581 SHS VANGUARD REIT INDEX ETF 6/30/14-15	125,443	118,085

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
18,323.101 SHS ALLIANCEBERN HIGH INCOME - A	AT COST	156,929	161,793
11.33 SHS AIM INV SECS FD INVESCO S/T BD FD A	AT COST	98	98
18,778.411 SHS PIMCO INCOME FD A	AT COST	0	0
5,164.48 SHS THORNBURG LIMITED TERM INCOME CL A	AT COST	69,543	69,049
3,649.46 SHS WELLS FARGO FDS TR ADVANTAGE GRWTH FD A	AT COST	132,207	175,612
.31 SHR AIM INV SECS FD INVESCO S/T BD FD A	AT COST	3	3
1,249.191 SHS ALLIANCEBERSN HIGH INCOME - A	AT COST	11,845	11,030
12,195.285 SHS BLACKROCK HI YLD BD INVESTORS A	AT COST	0	0
3,956.479 SHS BLACKROCK STRATEGIC INC OPPORTUNITIES A	AT COST	40,000	39,881
3,606.853 SHS BLACKROCK MULTI ASSET INC INVESTOR A	AT COST	40,000	39,748
13,455.217 SHS COLUMBIA STRATEGIC INCOME FD A	AT COST	0	0
5,328.554 SHS FIDELITY ADVISOR RE INCOME A	AT COST	56,636	61,012
1,148.985 SHS FIRST EAGLE GLOBAL A	AT COST	60,000	61,321
1,238.811 SHS PIMCO INCOME FD A	AT COST	0	0
7,654.092 SHS J HANCOCK INCOME FD A	AT COST	51,435	49,752
6,930.059 SHS PIMCO TOTAL RETURN FD D	AT COST	0	0
3,714,710 SHS TEMPLETON GLOBAL BOND A	AT COST	50,000	45,505
5,880.798 SHS ALLIANCEBERN HI INC CL A	AT COST	55,399	51,927
27,964.849 SHS BLACKROCK HI YLD BD INVESTORS A	AT COST	0	0
26,552.679 SHS BLACKROCK STRATEGIC INC OPPORTUNITIES A	AT COST	137,708	138,006
2549.737 SHS BLACKROCK MULTI ASSET INC INVESTOR A	AT COST	28,145	28,098
1,978.757 SHS COLUMBIA STRATEGIC INCOME FD A	AT COST	0	0
25,514.076 SHS COLUMBIA INCOME BUILDER CL A	AT COST	298,175	291,626
12,556.977 SHS FIDELITY ADVISOR RE INCOME A	AT COST	145,927	143,777
173.264 SHS FIRST EAGLE GLOBAL A	AT COST	9,071	9,247
339.721 SHS J HANCOCK INCOME FD A	AT COST	2,244	2,208
7,139.238 SHS PIMCO INCOME FD A	AT COST	0	0
769.989 SHS WELLS FARGO FDS TR ADVANTAGE GRWTH FD A	AT COST	36,685	37,052
387.470 SHS PIMCO TOTAL RETURN FD D	AT COST	0	0
0.037 SHS AIM INV SECS FD INVESCO S/T BD FD 6/30/14-15	AT COST	0	0
1454.442 SHS ALLIANCEBERN HI INC CL A 6/30/14-15	AT COST	13,450	12,843
13050.149 SHS BLACKROCK MULTI ASSET INC INVESTOR A 6/30/14-15	AT COST	148,581	143,813
8905.123 SHS BLACKROCK STRATEGIC INC OPPORTUNITIES A 6/30/14-15	AT COST	90,665	89,764
548.848 SHS COLUMBIA INCOME BUILDER CL A 6/30/14-15	AT COST	6,567	6,273
1813.75 SHS FIDELITY ADVISOR RE INCOME A 6/30/14-15	AT COST	21,414	20,767
7508.096 SHS FIDELITY ADVISOR TOTAL BOND CL A 6/30/14-15	AT COST	80,561	79,511
69.178 SHS FIRST EAGLE GLOBAL A 6/30/14-15	AT COST	3,536	3,692
176.78 SHS J HANCOCK INCOME FD A 6/30/14-15	AT COST	1,172	1,149
23586.724 SHS J HANCOCK STRATEGIC INCOME OPPTYS CL A 6/30/14-15	AT COST	256,410	256,152
3717.472 SHS TEMPLETON GLOBAL BOND A 6/30/14-15	AT COST	50,000	45,539
105.81 SHS THORNBURG LIMITED TERM INCOME CL A 6/30/14-15	AT COST	1,427	1,415
6720.982 SHS WELLS FARGO ADVANTAGE ABSOLUTE RETURN CL A 6/30/14-15	AT COST	77,421	73,259
713.881 SHS WELLS FARGO FDS TR ADVANTAGE GRWTH FD A 6/30/14-15	AT COST	31,946	34,352

- TIN:

TY 2014 OtherAssetsSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ORGANIZATION COSTS - NET	5,701	5,106

- TIN:

TY 2014 OtherExpensesSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	18,289	18,289	0
OFFICE EXPENSES	639	0	639
AMORTIZATION	595	0	595

- TIN:

TY 2014 TaxesSchedule

Name:

THE PERNA-ROSE FOUNDATION FOR HOPE INC

EIN: 35-2357099

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAXES	2,271	0		0