Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE STOVER FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

27-6189634
B Telephone number (see instructions)

(410) 537-5458
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,647,714
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 78,729
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 26,079 25,844  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 154,404
b Gross sales price for all assets on line 6a 757,234
7 Capital gain net income (from Part IV, line 2)... 154,404
8 Net short-term capital gain......... 0
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........ 259,212 180,248  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 9,872 9,872   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,647 704   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 8,671      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,190 10,576 0 0
25 Contributions, gifts, grants paid........ 293,025 293,025
26 Total expenses and disbursements. Add lines 24 and 25 315,215 10,576 0 293,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,003
b Net investment income (if negative, enter -0-) 169,672
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...............   1,473 1,473
2 Savings and temporary cash investments.......... 272,632 63,867 63,867
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 913,271 Click to see attachment854,162 1,162,597
c Investments—corporate bonds (attach schedule)........ 204,699 Click to see attachment415,472 419,777
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 1,390,602 1,334,974 1,647,714
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......... 1,390,602 1,334,974
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,390,602 1,334,974
31 Total liabilities and net assets/fund balances (see instructions).. 1,390,602 1,334,974
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,390,602
2 Enter amount from Part I, line 27a..................... 2 -56,003
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 375
4 Add lines 1, 2, and 3.......................... 4 1,334,974
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,334,974
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 95. CHARLES SCHWAB CORP.   2013-01-02 2014-01-08
b 32. EATON CORP PLC   2012-11-30 2014-01-08
c 4. ESTEE LAUDER COMPANIES CL A   2012-03-16 2014-01-09
d 43. EATON CORP PLC   2012-11-30 2014-01-09
e 15. FLUOR CORP NEW COM   2011-08-23 2014-01-10
6. ESTEE LAUDER COMPANIES CL A   2012-03-14 2014-01-10
150. METLIFE INC COM   2012-06-15 2014-01-10
45. ORACLE SYSTEMS   2013-07-24 2014-01-10
1. ESTEE LAUDER COMPANIES CL A   2012-03-14 2014-01-13
4. ESTEE LAUDER COMPANIES CL A   2012-03-14 2014-01-14
60. TEREX CORP NEW COM   2013-06-20 2014-01-17
35. FLUOR CORP NEW COM   2011-11-09 2014-01-22
4. FLUOR CORP NEW COM   2010-11-22 2014-01-23
25. MICROCHIP TECHNOLOGY INC   2012-06-04 2014-01-23
80. US BANCORP DEL COM NEW   2011-02-10 2014-01-23
884.173 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2011-01-25 2014-01-27
1103.753 BROWN ADVISORY SMALL CAP GROWTH INV   2008-05-28 2014-01-27
4. FLUOR CORP NEW COM   2010-11-22 2014-01-27
4048.583 WASATCH FDS INC   2013-03-08 2014-01-27
4. FLUOR CORP NEW COM   2010-11-22 2014-01-28
2. FLUOR CORP NEW COM   2010-11-22 2014-01-29
5. FLUOR CORP NEW COM   2010-11-22 2014-01-30
30. E I DU PONT DE NEMOURS & CO.   2011-06-14 2014-01-31
50. TEREX CORP NEW COM   2013-06-20 2014-01-31
4. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-03
3. APPLE COMPUTER INC.   2008-10-07 2014-02-04
30. FLUOR CORP NEW COM   2011-12-16 2014-02-04
1. GOOGLE INC CL A   2009-02-12 2014-02-04
9. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-04
10. E I DU PONT DE NEMOURS & CO.   2011-06-14 2014-02-05
30. MICROCHIP TECHNOLOGY INC   2012-06-04 2014-02-05
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-05
45. ABERCROMBIE & FITCH CO CL A   2012-12-31 2014-02-06
30. ABERCROMBIE & FITCH CO CL A   2013-02-22 2014-02-06
1. APPLE COMPUTER INC.   2008-10-07 2014-02-06
2. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-06
1. APPLE COMPUTER INC.   2008-10-07 2014-02-07
3. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-07
130. US BANCORP DEL COM NEW   2011-02-10 2014-02-07
2. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-10
4. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-11
15. FLUOR CORP NEW COM   2011-12-16 2014-02-12
4. FOSSIL GROUP INC   2011-08-23 2014-02-12
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-12
2. FOSSIL GROUP INC   2011-08-23 2014-02-13
4. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-14
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-18
20. FLUOR CORP NEW COM   2011-12-16 2014-02-19
51. ABERCROMBIE & FITCH CO CL A   2012-11-26 2014-02-21
95. ABERCROMBIE & FITCH CO CL A   2013-10-07 2014-02-24
19. ABERCROMBIE & FITCH CO CL A   2012-11-23 2014-02-24
2. FOSSIL GROUP INC   2011-08-23 2014-02-24
18. ORACLE SYSTEMS   2011-06-28 2014-02-24
17. ORACLE SYSTEMS   2013-07-24 2014-02-24
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-24
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-25
2. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-26
3. FLUOR CORP NEW COM   2010-11-22 2014-02-27
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-27
5. FLUOR CORP NEW COM   2010-11-22 2014-02-28
9. ROPER INDUSTRIES INC NEW   2009-04-20 2014-02-28
1. FLUOR CORP NEW COM   2010-11-22 2014-03-03
15. PACCAR INC   2012-09-11 2014-03-03
6. FLUOR CORP NEW COM   2010-11-22 2014-03-04
3. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-04
16. TEREX CORP NEW COM   2013-04-22 2014-03-04
3. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-05
14. TEREX CORP NEW COM   2013-04-22 2014-03-05
40. E I DU PONT DE NEMOURS & CO.   2012-10-23 2014-03-06
5. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-06
5. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-07
28. TEREX CORP NEW COM   2013-04-22 2014-03-07
2. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-11
35. TEREX CORP NEW COM   2013-06-26 2014-03-11
16. FIRSTMERIT CORP   2013-11-07 2014-03-13
15. FIRSTMERIT CORP   2013-11-07 2014-03-14
23. NETAPP INC   2008-05-28 2014-03-14
30. NETAPP INC   2007-08-03 2014-03-17
2. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-17
40. E I DU PONT DE NEMOURS & CO.   2012-10-23 2014-03-18
13. NETAPP INC   2007-08-03 2014-03-18
5. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-18
47. TEREX CORP NEW COM   2013-06-26 2014-03-18
49. FIRSTMERIT CORP   2013-11-07 2014-03-19
8. NETAPP INC   2007-08-03 2014-03-19
70. FIRSTMERIT CORP   2013-05-31 2014-03-20
55. NETAPP INC   2008-10-17 2014-03-20
55. FIRSTMERIT CORP   2013-05-31 2014-03-21
30. MICROSOFT CORP.   2011-02-10 2014-03-24
12. NETAPP INC   2008-10-17 2014-03-24
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-24
12. NETAPP INC   2008-10-17 2014-03-25
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-25
4. NETAPP INC   2008-10-17 2014-03-26
4. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-26
52. NETAPP INC   2008-10-17 2014-03-27
5. NETAPP INC   2008-10-17 2014-03-27
1. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-27
5. ROPER INDUSTRIES INC NEW   2009-04-20 2014-03-28
2. INTUITIVE SURGICAL INC   2012-07-12 2014-04-01
70. ORACLE SYSTEMS   2011-06-28 2014-04-02
18. FIRSTMERIT CORP   2013-06-03 2014-04-03
15. QUALCOMM CORP.   2012-12-14 2014-04-10
3. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-04-21
2. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-04-22
142. FIRSTMERIT CORP   2013-06-04 2014-04-23
3. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-04-23
6. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-04-24
26. FIRSTMERIT CORP   2013-06-05 2014-04-25
63. FIRSTMERIT CORP   2013-06-05 2014-04-28
61. FIRSTMERIT CORP   2013-05-29 2014-04-29
64. FLUOR CORP NEW COM   2012-06-01 2014-05-02
4. COSTCO WHOLESALE CORPORATION   2009-06-23 2014-05-06
2. APPLE COMPUTER INC.   2008-10-07 2014-05-07
7. COSTCO WHOLESALE CORPORATION   2009-06-23 2014-05-07
3. FLUOR CORP NEW COM   2010-11-22 2014-05-12
5. SCHLUMBERGER LTD.   2007-03-06 2014-05-12
5. FLUOR CORP NEW COM   2010-11-22 2014-05-13
1. FLUOR CORP NEW COM   2010-11-22 2014-05-14
2. FLUOR CORP NEW COM   2010-11-22 2014-05-15
2. FLUOR CORP NEW COM   2010-11-18 2014-05-16
2. FLUOR CORP NEW COM   2010-11-18 2014-05-19
80. HARTFORD FINANCIAL SERVICES GROUP INC   2012-10-11 2014-05-19
5. FLUOR CORP NEW COM   2010-11-18 2014-05-23
25. M & T BK CORP COM   2012-07-18 2014-05-27
2. SCHLUMBERGER LTD.   2007-03-06 2014-05-27
3. SCHLUMBERGER LTD.   2010-09-03 2014-05-30
45. NOW INC DE W I   2013-02-22 2014-06-09
5. NOW INC DE W I   2014-05-02 2014-06-09
9975.828 WASATCH FDS INC   2013-03-08 2014-06-10
3. VISA INC   2013-08-23 2014-06-13
2. VISA INC   2013-08-22 2014-06-16
1. VISA INC   2013-08-22 2014-06-17
3. VISA INC   2013-08-26 2014-06-19
34. AMPHENOL CORP - CL A   2010-04-16 2014-06-20
21. ANSYS INC   2010-10-11 2014-06-20
23. APPLE COMPUTER INC.   2013-04-25 2014-06-20
7. APPLE COMPUTER INC.   2014-01-28 2014-06-20
43. APPLE COMPUTER INC.   2009-01-16 2014-06-20
15. BAXTER INTL. INC.   2014-05-02 2014-06-20
5. BAXTER INTL. INC.   2014-03-28 2014-06-20
60. BEST BUY COMPANY INC   2014-01-16 2014-06-20
1792.115 BROWN ADVISORY INTERMEDIATE INCOME   2013-03-28 2014-06-20
16847.214 BROWN ADVISORY INTERMEDIATE INCOME   2014-01-27 2014-06-20
420.168 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2011-01-25 2014-06-20
558.347 BROWN ADVISORY SMALL CAP GROWTH INV   2006-11-30 2014-06-20
21. CANADIAN NATURAL RESOURCES LTD   2013-01-30 2014-06-20
29. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-06-20
85. CISCO SYSTEMS   2013-10-20 2014-06-20
20. CITY NATL CORP   2014-01-24 2014-06-20
39. COGNIZANT TECH SOLUTIONS CRP COM   2008-10-28 2014-06-20
20. COSTCO WHOLESALE CORPORATION   2009-06-23 2014-06-20
26. COVANCE INC   2010-07-29 2014-06-20
47. DANAHER CORP   2008-10-17 2014-06-20
42. DAVITA INC   2008-03-11 2014-06-20
11. DISCOVERY COMMUNICATIONS INC CL A   2014-03-21 2014-06-20
18. DISCOVERY COMMUNICATIONS INC CL A   2014-04-03 2014-06-20
4. ECOLAB INC   2014-02-06 2014-06-20
23. ECOLAB INC   2012-12-05 2014-06-20
62. EXPRESS SCRIPTS HLDGS C   2012-11-08 2014-06-20
27. FMC TECHNOLOGIES INC   2006-12-19 2014-06-20
34. FMC TECHNOLOGIES INC   2014-01-30 2014-06-20
34. FASTENAL CO   2014-03-14 2014-06-20
37. FLUOR CORP NEW COM   2010-11-19 2014-06-20
16. FOSSIL GROUP INC   2012-05-10 2014-06-20
45. FREEPORT-MCMORAN COPPER & GOLD B   2011-10-19 2014-06-20
10. FREEPORT-MCMORAN COPPER & GOLD B   2014-02-19 2014-06-20
30. GAMESTOP CORP CL A   2014-03-18 2014-06-20
45. GILEAD SCIENCES INC.   2014-03-14 2014-06-20
4. GOOGLE INC CL A   2009-03-11 2014-06-20
4. GOOGLE INC CL C   2009-03-11 2014-06-20
50. GUESS INC   2012-03-15 2014-06-20
40. HARTFORD FINANCIAL SERVICES GROUP INC   2012-10-08 2014-06-20
60. HOLOGIC INC   2013-04-18 2014-06-20
7. INTUITIVE SURGICAL INC   2013-09-30 2014-06-20
2. INTUITIVE SURGICAL INC   2012-07-12 2014-06-20
30. J P MORGAN CHASE & CO   2014-03-07 2014-06-20
25. JOY GLOBAL INC   2014-05-02 2014-06-20
35. KENNAMETAL INC   2013-02-08 2014-06-20
30. ESTEE LAUDER COMPANIES CL A   2013-02-01 2014-06-20
15. ESTEE LAUDER COMPANIES CL A   2014-04-01 2014-06-20
10. M & T BK CORP COM   2012-01-04 2014-06-20
1. MEAD JOHNSON NUTRITION CO   2013-07-09 2014-06-20
41. MEAD JOHNSON NUTRITION CO   2010-12-06 2014-06-20
20. MERCK AND CO INC   2011-02-10 2014-06-20
30. MICROSOFT CORP.   2011-02-10 2014-06-20
20. MICROCHIP TECHNOLOGY INC   2011-08-09 2014-06-20
54. NATIONAL INSTRS CORP   2011-06-28 2014-06-20
20. NATIONAL-OILWELL INC   2014-05-02 2014-06-20
40. NETAPP INC   2014-05-27 2014-06-20
25. NORTHERN TR CORP   2014-01-23 2014-06-20
15. NOVARTIS AG ADR   2011-02-10 2014-06-20
15. OCCIDENTAL PETROLEUM CORP.   2014-01-31 2014-06-20
30. ORACLE SYSTEMS   2011-06-13 2014-06-20
20. PACCAR INC   2012-09-11 2014-06-20
50. POTASH CORP SASK INC COM W/RTS ATTACHED   2013-10-25 2014-06-20
25. QUALCOMM CORP.   2011-02-10 2014-06-20
54. QUALCOMM CORP.   2009-10-02 2014-06-20
180. REGIONS FINL CORP   2013-04-19 2014-06-20
16. SALESFORCE COM INC   2014-04-28 2014-06-20
37. SALESFORCE COM INC   2009-02-12 2014-06-20
30. SCHLUMBERGER LTD.   2012-09-11 2014-06-20
39. SCHLUMBERGER LTD.   2010-09-03 2014-06-20
74. CHARLES SCHWAB CORP.   2014-06-19 2014-06-20
86. CHARLES SCHWAB CORP.   2012-09-21 2014-06-20
70. CHARLES SCHWAB CORP.   2013-01-02 2014-06-20
38. STARBUCKS CORP.   2012-11-01 2014-06-20
12. STARBUCKS CORP.   2014-02-04 2014-06-20
26. STERICYCLE INC   2010-02-04 2014-06-20
50. SUNTRUST BANKS INC.   2013-01-03 2014-06-20
35. TEVA   2014-01-22 2014-06-20
19. VISA INC   2013-08-29 2014-06-20
71. WHOLE FOODS MARKET INC   2014-04-24 2014-06-20
9. WHOLE FOODS MARKET INC   2013-05-07 2014-06-20
30. ACCENTURE PLC CL A   2009-03-27 2014-06-20
30. ENSCO PLC CL A   2013-10-22 2014-06-20
124. GENPACT LIMITED   2010-03-31 2014-06-20
25. GARMIN LTD   2013-07-23 2014-06-20
15. CHECK POINT SOFTWARE TECHNOLOGIES INC   2012-10-22 2014-06-20
7. CORE LABORATORIES N V   2011-08-08 2014-06-20
13. CORE LABORATORIES N V   2014-06-05 2014-06-20
.75 NOW INC DE W I   2011-09-30 2014-06-23
14. CANADIAN NATURAL RESOURCES LTD   2013-01-23 2014-06-25
41. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-06-25
15. SCHLUMBERGER LTD.   2012-09-11 2014-06-26
2. SCHLUMBERGER LTD.   2010-09-03 2014-07-01
1. SCHLUMBERGER LTD.   2010-09-03 2014-07-02
1. SCHLUMBERGER LTD.   2010-09-03 2014-07-07
2. SCHLUMBERGER LTD.   2010-09-03 2014-07-08
3. SCHLUMBERGER LTD.   2010-09-03 2014-07-09
3. FLUOR CORP NEW COM   2010-11-19 2014-07-11
60. GARMIN LTD   2013-07-23 2014-07-11
3. FLUOR CORP NEW COM   2010-11-19 2014-07-14
2. FLUOR CORP NEW COM   2010-11-19 2014-07-15
1. FLUOR CORP NEW COM   2010-11-19 2014-07-16
1. FLUOR CORP NEW COM   2010-11-19 2014-07-18
1. FLUOR CORP NEW COM   2010-11-19 2014-07-21
20. SCHLUMBERGER LTD.   2012-09-11 2014-07-21
1. FLUOR CORP NEW COM   2010-11-19 2014-07-22
5. ACCENTURE PLC CL A   2009-03-27 2014-07-22
35. APPLE COMPUTER INC.   2013-04-25 2014-07-23
1. FLUOR CORP NEW COM   2010-11-23 2014-07-23
5. ACCENTURE PLC CL A   2009-03-27 2014-07-23
2. FLUOR CORP NEW COM   2010-11-23 2014-07-24
4. ACCENTURE PLC CL A   2009-03-27 2014-07-24
3. AMPHENOL CORP - CL A   2010-04-16 2014-07-25
1. AMPHENOL CORP - CL A   2010-04-16 2014-07-28
1. FLUOR CORP NEW COM   2010-11-23 2014-07-28
3. AMPHENOL CORP - CL A   2010-04-16 2014-07-29
1. FLUOR CORP NEW COM   2010-11-23 2014-07-29
60. CANADIAN NATURAL RESOURCES LTD   2013-01-23 2014-07-30
3. FLUOR CORP NEW COM   2010-11-23 2014-07-30
10. APPLE COMPUTER INC.   2013-04-19 2014-07-31
45. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-07-31
10. SCHLUMBERGER LTD.   2012-01-19 2014-07-31
1. FLUOR CORP NEW COM   2010-11-23 2014-08-01
2. FLUOR CORP NEW COM   2010-11-23 2014-08-04
3. FLUOR CORP NEW COM   2010-11-23 2014-08-05
5. FLUOR CORP NEW COM   2010-11-23 2014-08-06
3. ACCENTURE PLC CL A   2009-03-27 2014-08-13
3. ACCENTURE PLC CL A   2009-03-27 2014-08-14
25. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-08-15
20. GARMIN LTD   2013-07-22 2014-08-15
5. ACCENTURE PLC CL A   2009-03-27 2014-08-18
4. ACCENTURE PLC CL A   2009-03-27 2014-08-19
3. ACCENTURE PLC CL A   2009-03-27 2014-08-26
40. BEST BUY COMPANY INC   2014-01-16 2014-08-29
10. APPLE COMPUTER INC.   2013-04-19 2014-09-04
21. GUESS INC   2012-03-15 2014-09-04
20. GUESS INC   2012-03-15 2014-09-09
14. GUESS INC   2011-08-19 2014-09-12
3. APPLE COMPUTER INC.   2009-01-16 2014-09-15
4. QUALCOMM CORP.   2014-07-30 2014-09-15
4. APPLE COMPUTER INC.   2009-01-16 2014-09-16
4. QUALCOMM CORP.   2014-07-30 2014-09-16
3. QUALCOMM CORP.   2009-10-02 2014-09-17
2. QUALCOMM CORP.   2014-07-30 2014-09-17
3. QUALCOMM CORP.   2009-10-02 2014-09-18
30. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-09-19
30. NETAPP INC   2014-07-11 2014-09-19
4. QUALCOMM CORP.   2009-10-02 2014-09-19
44. NETAPP INC   2014-07-11 2014-09-22
30. BEST BUY COMPANY INC   2014-01-16 2014-09-24
40. CISCO SYSTEMS   2013-11-06 2014-09-24
55. CISCO SYSTEMS   2013-09-10 2014-09-24
15. KENNAMETAL INC   2013-02-08 2014-09-24
35. ORACLE SYSTEMS   2012-10-08 2014-09-24
40. BEST BUY COMPANY INC   2014-01-24 2014-09-26
25. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-09-26
3. ACCENTURE PLC CL A   2009-03-27 2014-10-01
6. ACCENTURE PLC CL A   2009-03-27 2014-10-02
3. ACCENTURE PLC CL A   2009-03-27 2014-10-03
3. ACCENTURE PLC CL A   2009-04-17 2014-10-06
40. HARTFORD FINANCIAL SERVICES GROUP INC   2012-10-04 2014-10-07
15. M & T BK CORP COM   2012-01-04 2014-10-07
7. ACCENTURE PLC CL A   2009-04-17 2014-10-08
48. GUESS INC   2014-03-13 2014-10-09
5. GUESS INC   2011-08-19 2014-10-09
40. KENNAMETAL INC   2013-02-08 2014-10-09
60. MERCK AND CO INC   2011-02-10 2014-10-09
20. MICROCHIP TECHNOLOGY INC   2011-08-09 2014-10-09
45. GUESS INC   2011-11-30 2014-10-10
62. GUESS INC   2014-03-21 2014-10-10
3. ACCENTURE PLC CL A   2009-04-17 2014-10-10
6. ACCENTURE PLC CL A   2009-04-17 2014-10-13
97. GUESS INC   2012-10-16 2014-10-15
130. KENNAMETAL INC   2013-03-19 2014-10-16
81. KENNAMETAL INC   2013-04-16 2014-10-17
7. MEAD JOHNSON NUTRITION CO   2011-04-05 2014-10-17
184. HARTFORD FINANCIAL SERVICES GROUP INC   2012-10-04 2014-10-20
56. GUESS INC   2013-03-26 2014-10-21
96. HARTFORD FINANCIAL SERVICES GROUP INC   2012-09-27 2014-10-21
38. KENNAMETAL INC   2013-04-19 2014-10-21
64. GUESS INC   2013-03-26 2014-10-22
11. APPLE COMPUTER INC.   2013-04-19 2014-10-24
40. BEST BUY COMPANY INC   2014-01-31 2014-10-24
68. ORACLE SYSTEMS   2013-06-21 2014-10-24
16. ACCENTURE PLC CL A   2009-04-17 2014-10-24
11. ACCENTURE PLC CL A   2009-04-17 2014-10-27
40. ORACLE SYSTEMS   2013-06-21 2014-10-28
65. FREEPORT-MCMORAN COPPER & GOLD B   2014-02-19 2014-10-30
21. FREEPORT-MCMORAN COPPER & GOLD B   2011-09-20 2014-10-30
4. GILEAD SCIENCES INC.   2013-12-02 2014-10-30
1. GILEAD SCIENCES INC.   2013-12-02 2014-10-31
6. GILEAD SCIENCES INC.   2013-12-02 2014-11-03
3. FLUOR CORP NEW COM   2010-11-23 2014-11-07
9. APPLE COMPUTER INC.   2011-08-18 2014-11-10
3. FLUOR CORP NEW COM   2010-11-23 2014-11-10
25. MICROSOFT CORP.   2011-02-10 2014-11-10
119. ORACLE SYSTEMS   2012-01-27 2014-11-10
3. FLUOR CORP NEW COM   2010-11-23 2014-11-11
6. COVANCE INC   2010-07-29 2014-11-12
3. FLUOR CORP NEW COM   2010-11-23 2014-11-12
1. COVANCE INC   2010-07-29 2014-11-14
6. COVANCE INC   2010-07-29 2014-11-17
3. COVANCE INC   2010-07-29 2014-11-18
2. COVANCE INC   2010-07-29 2014-11-19
2. COVANCE INC   2010-07-29 2014-11-20
2. COVANCE INC   2010-07-29 2014-11-21
40. BEST BUY COMPANY INC   2014-02-03 2014-11-24
76. CISCO SYSTEMS   2013-05-03 2014-11-24
2. COVANCE INC   2010-07-29 2014-11-24
21. GARMIN LTD   2014-09-25 2014-11-24
2. COVANCE INC   2010-07-29 2014-11-25
9. APPLE COMPUTER INC.   2009-01-16 2014-11-26
4. COVANCE INC   2010-09-03 2014-11-26
138. FREEPORT-MCMORAN COPPER & GOLD B   2013-02-28 2014-11-26
9. GILEAD SCIENCES INC.   2013-12-02 2014-11-26
46. FREEPORT-MCMORAN COPPER & GOLD B   2013-03-05 2014-12-01
12. APPLE COMPUTER INC.   2011-08-18 2014-12-02
26. PACCAR INC   2012-09-11 2014-12-02
1. FOSSIL GROUP INC   2012-05-10 2014-12-04
1. FOSSIL GROUP INC   2012-05-10 2014-12-05
1. FOSSIL GROUP INC   2012-05-10 2014-12-08
8. FLUOR CORP NEW COM   2010-11-23 2014-12-09
4. FOSSIL GROUP INC   2012-05-10 2014-12-09
1. FOSSIL GROUP INC   2012-05-10 2014-12-10
19. FLUOR CORP NEW COM   2013-04-15 2014-12-11
75. CANADIAN NATURAL RESOURCES LTD   2014-10-17 2014-12-12
38. CANADIAN NATURAL RESOURCES LTD   2013-01-17 2014-12-12
4. FLUOR CORP NEW COM   2013-04-15 2014-12-12
47. SCHLUMBERGER LTD.   2012-04-02 2014-12-12
38.00007 ENSCO PLC CL A   2013-11-15 2014-12-12
27.99993 ENSCO PLC CL A   2013-11-15 2014-12-12
98. CANADIAN NATURAL RESOURCES LTD   2013-01-17 2014-12-15
6. FLUOR CORP NEW COM   2013-04-15 2014-12-15
1. FOSSIL GROUP INC   2012-05-10 2014-12-15
81. ENSCO PLC CL A   2013-11-27 2014-12-15
59. CANADIAN NATURAL RESOURCES LTD   2013-02-21 2014-12-16
4. FLUOR CORP NEW COM   2011-09-22 2014-12-16
1. FOSSIL GROUP INC   2012-05-10 2014-12-17
4. FLUOR CORP NEW COM   2011-09-22 2014-12-18
1. FOSSIL GROUP INC   2012-05-10 2014-12-18
22. FLUOR CORP NEW COM   2011-09-22 2014-12-19
1. FOSSIL GROUP INC   2012-05-10 2014-12-19
125. CHARLES SCHWAB CORP.   2013-01-02 2014-12-19
2. FOSSIL GROUP INC   2012-05-10 2014-12-22
18. APPLE COMPUTER INC.   2011-08-08 2014-12-23
4. FOSSIL GROUP INC   2012-05-10 2014-12-23
7. FREEPORT-MCMORAN COPPER & GOLD B   2013-04-16 2014-12-23
40. FREEPORT-MCMORAN COPPER & GOLD B   2014-03-12 2014-12-23
14. M & T BK CORP COM   2011-12-16 2014-12-23
19. CALIFORNIA RESOURCES CORP   2012-11-01 2014-12-29
8. CALIFORNIA RESOURCES CORP   2014-02-04 2014-12-29
1. FOSSIL GROUP INC   2012-05-10 2014-12-29
35. CALIFORNIA RESOURCES CORP   2012-12-05 2014-12-30
20. ISIS PHARMACEUTICALS   2014-09-11 2014-12-30
133. FREEPORT-MCMORAN COPPER & GOLD B   2013-04-19 2014-12-31
CAPITAL GAIN DIVIDENDS P    
(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 2,443   1,417 1,026
b 2,411   1,642 769
c 293   250 43
d 3,256   2,207 1,049
e 1,184   859 325
444   374 70
8,105   4,941 3,164
1,705   1,459 246
75   62 13
295   249 46
2,528   1,695 833
2,924   1,926 998
325   230 95
1,125   716 409
3,255   2,225 1,030
20,000   13,643 6,357
20,000   13,800 6,200
307   230 77
10,000   11,943 -1,943
309   230 79
154   115 39
381   287 94
1,836   1,499 337
2,038   1,395 643
531   165 366
1,523   274 1,249
2,237   1,592 645
1,145   353 792
1,188   372 816
610   500 110
1,302   849 453
132   41 91
1,517   2,051 -534
1,011   1,397 -386
513   91 422
266   83 183
520   91 429
402   124 278
5,200   3,615 1,585
266   83 183
534   165 369
1,202   726 476
487   343 144
135   41 94
242   171 71
546   165 381
136   41 95
1,624   968 656
1,778   2,308 -530
3,343   3,437 -94
669   842 -173
241   171 70
691   583 108
652   551 101
136   41 95
135   41 94
271   83 188
235   172 63
135   41 94
389   287 102
1,219   372 847
77   57 20
977   626 351
468   344 124
410   124 286
717   446 271
411   124 287
630   391 239
2,707   1,864 843
689   207 482
695   207 488
1,243   773 470
270   83 187
1,561   959 602
344   350 -6
321   329 -8
848   546 302
1,117   700 417
272   83 189
2,672   1,822 850
487   303 184
685   207 478
1,974   1,224 750
1,050   972 78
298   187 111
1,512   1,330 182
2,044   1,138 906
1,209   1,044 165
1,202   825 377
439   163 276
134   41 93
443   163 280
135   41 94
149   54 95
540   165 375
1,886   708 1,178
183   68 115
132   41 91
665   207 458
980   1,005 -25
2,882   2,239 643
385   341 44
1,192   882 310
254   228 26
171   152 19
2,703   2,681 22
254   228 26
520   455 65
500   488 12
1,213   1,176 37
1,168   1,138 30
4,868   3,008 1,860
453   182 271
1,183   183 1,000
785   318 467
229   172 57
501   316 185
385   287 98
76   57 19
148   115 33
147   115 32
148   115 33
2,732   1,720 1,012
371   287 84
3,035   2,041 994
204   126 78
311   178 133
1,449   1,091 358
161   161  
27,234   26,057 1,177
633   536 97
420   357 63
211   179 32
632   532 100
3,313   1,507 1,806
1,569   896 673
2,111   1,393 718
643   508 135
3,940   529 3,411
1,108   1,123 -15
369   366 3
1,704   1,608 96
19,229   20,000 -771
180,771   179,227 1,544
10,000   6,483 3,517
10,000   6,912 3,088
944   659 285
1,304   906 398
2,099   2,115 -16
1,517   1,508 9
1,925   326 1,599
2,303   908 1,395
2,258   1,028 1,230
3,775   1,632 2,143
3,003   914 2,089
811   922 -111
1,327   1,506 -179
435   395 40
2,499   1,653 846
4,248   3,405 843
1,653   407 1,246
2,081   1,684 397
1,697   1,613 84
2,912   2,120 792
1,694   1,325 369
1,559   1,553 6
346   341 5
1,204   1,141 63
3,654   3,514 140
2,248   689 1,559
2,215   687 1,528
1,323   1,657 -334
1,438   851 587
1,514   1,275 239
2,829   2,807 22
808   1,005 -197
1,721   1,781 -60
1,564   1,491 73
1,663   1,424 239
2,268   1,866 402
1,134   1,019 115
1,244   781 463
93   70 23
3,820   2,545 1,275
1,181   660 521
1,250   825 425
988   533 455
1,731   1,570 161
1,588   1,435 153
1,435   1,550 -115
1,597   1,564 33
1,365   835 530
1,552   1,323 229
1,222   949 273
1,284   835 449
1,926   1,582 344
1,987   1,417 570
4,296   2,260 2,036
1,919   1,367 552
919   781 138
2,124   245 1,879
3,283   2,211 1,072
4,259   2,238 2,021
2,027   1,947 80
2,356   1,227 1,129
1,917   1,044 873
2,906   1,742 1,164
918   847 71
3,086   1,402 1,684
2,020   1,428 592
1,851   1,565 286
3,983   3,348 635
2,775   3,636 -861
352   414 -62
2,499   925 1,574
1,648   1,960 -312
2,119   2,072 47
1,512   937 575
1,010   632 378
1,150   703 447
2,135   2,076 59
26   15 11
630   423 207
1,846   1,279 567
1,749   1,102 647
236   115 121
118   57 61
117   57 60
234   115 119
350   172 178
231   172 59
3,433   2,249 1,184
233   172 61
156   115 41
78   57 21
77   57 20
77   57 20
2,264   1,458 806
77   57 20
402   138 264
3,412   2,011 1,401
78   57 21
403   138 265
155   114 41
323   111 212
293   132 161
98   44 54
76   57 19
292   132 160
76   57 19
2,686   1,799 887
224   172 52
956   567 389
1,973   1,343 630
1,082   727 355
74   57 17
145   114 31
219   172 47
359   286 73
237   83 154
237   83 154
1,031   746 285
1,121   749 372
399   138 261
321   111 210
245   83 162
1,278   1,072 206
995   567 428
487   687 -200
462   619 -157
322   427 -105
305   35 270
300   304 -4
402   46 356
302   304 -2
227   126 101
152   152  
229   126 103
1,212   896 316
1,293   1,197 96
303   167 136
1,889   1,616 273
1,013   804 209
990   958 32
1,361   1,267 94
631   610 21
1,356   1,090 266
1,320   1,028 292
988   746 242
240   83 157
476   166 310
241   83 158
242   81 161
1,462   828 634
1,823   1,112 711
555   188 367
1,015   1,385 -370
106   153 -47
1,611   1,627 -16
3,559   1,979 1,580
913   526 387
938   1,277 -339
1,292   1,765 -473
231   81 150
462   161 301
2,048   2,585 -537
5,033   5,267 -234
3,158   3,056 102
703   431 272
6,697   3,575 3,122
1,176   1,465 -289
3,534   1,854 1,680
1,503   1,373 130
1,349   1,610 -261
1,154   603 551
1,322   993 329
2,624   2,102 522
1,255   430 825
867   295 572
1,542   1,217 325
1,835   2,167 -332
593   692 -99
456   297 159
113   74 39
662   446 216
199   172 27
980   474 506
199   172 27
1,221   688 533
4,807   3,100 1,707
197   172 25
604   236 368
197   172 25
100   39 61
603   236 367
302   118 184
202   79 123
201   79 122
202   79 123
1,547   931 616
2,055   1,611 444
202   79 123
1,254   1,058 196
202   79 123
1,068   104 964
405   157 248
4,042   4,487 -445
902   669 233
1,192   1,465 -273
1,377   627 750
1,773   1,076 697
110   80 30
109   80 29
109   80 29
483   458 25
428   319 109
108   80 28
1,121   1,067 54
2,154   2,521 -367
1,092   1,134 -42
231   222 9
3,766   3,328 438
1,032   2,339 -1,307
760   1,815 -1,055
2,813   2,899 -86
342   333 9
107   80 27
2,189   5,337 -3,148
1,701   1,736 -35
229   196 33
107   80 27
237   196 41
107   80 27
1,319   1,077 242
107   80 27
3,746   1,813 1,933
217   159 58
2,028   925 1,103
441   319 122
160   218 -58
916   1,245 -329
1,787   1,030 757
109   133 -24
46   61 -15
112   80 32
194   237 -43
1,266   782 484
3,106   3,795 -689
      14,223
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       1,026
b       769
c       43
d       1,049
e       325
      70
      3,164
      246
      13
      46
      833
      998
      95
      409
      1,030
      6,357
      6,200
      77
      -1,943
      79
      39
      94
      337
      643
      366
      1,249
      645
      792
      816
      110
      453
      91
      -534
      -386
      422
      183
      429
      278
      1,585
      183
      369
      476
      144
      94
      71
      381
      95
      656
      -530
      -94
      -173
      70
      108
      101
      95
      94
      188
      63
      94
      102
      847
      20
      351
      124
      286
      271
      287
      239
      843
      482
      488
      470
      187
      602
      -6
      -8
      302
      417
      189
      850
      184
      478
      750
      78
      111
      182
      906
      165
      377
      276
      93
      280
      94
      95
      375
      1,178
      115
      91
      458
      -25
      643
      44
      310
      26
      19
      22
      26
      65
      12
      37
      30
      1,860
      271
      1,000
      467
      57
      185
      98
      19
      33
      32
      33
      1,012
      84
      994
      78
      133
      358
       
      1,177
      97
      63
      32
      100
      1,806
      673
      718
      135
      3,411
      -15
      3
      96
      -771
      1,544
      3,517
      3,088
      285
      398
      -16
      9
      1,599
      1,395
      1,230
      2,143
      2,089
      -111
      -179
      40
      846
      843
      1,246
      397
      84
      792
      369
      6
      5
      63
      140
      1,559
      1,528
      -334
      587
      239
      22
      -197
      -60
      73
      239
      402
      115
      463
      23
      1,275
      521
      425
      455
      161
      153
      -115
      33
      530
      229
      273
      449
      344
      570
      2,036
      552
      138
      1,879
      1,072
      2,021
      80
      1,129
      873
      1,164
      71
      1,684
      592
      286
      635
      -861
      -62
      1,574
      -312
      47
      575
      378
      447
      59
      11
      207
      567
      647
      121
      61
      60
      119
      178
      59
      1,184
      61
      41
      21
      20
      20
      806
      20
      264
      1,401
      21
      265
      41
      212
      161
      54
      19
      160
      19
      887
      52
      389
      630
      355
      17
      31
      47
      73
      154
      154
      285
      372
      261
      210
      162
      206
      428
      -200
      -157
      -105
      270
      -4
      356
      -2
      101
       
      103
      316
      96
      136
      273
      209
      32
      94
      21
      266
      292
      242
      157
      310
      158
      161
      634
      711
      367
      -370
      -47
      -16
      1,580
      387
      -339
      -473
      150
      301
      -537
      -234
      102
      272
      3,122
      -289
      1,680
      130
      -261
      551
      329
      522
      825
      572
      325
      -332
      -99
      159
      39
      216
      27
      506
      27
      533
      1,707
      25
      368
      25
      61
      367
      184
      123
      122
      123
      616
      444
      123
      196
      123
      964
      248
      -445
      233
      -273
      750
      697
      30
      29
      29
      25
      109
      28
      54
      -367
      -42
      9
      438
      -1,307
      -1,055
      -86
      9
      27
      -3,148
      -35
      33
      27
      41
      27
      242
      27
      1,933
      58
      1,103
      122
      -58
      -329
      757
      -24
      -15
      32
      -43
      484
      -689
       
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 2 154,404
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 207,465 1,699,976 0.12204
2012 196,649 1,601,350 0.122802
2011 458,660 1,779,952 0.257681
2010 66,843 1,752,466 0.038142
2009 0 883,931 0.0
2 Total of line 1, column (d) ...................... 2 0.540665
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 0.108133
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,715,896
5 Multiply line 4 by line 3....................... 5 185,545
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,697
7 Add lines 5 and 6......................... 7 187,242
8 Enter qualifying distributions from Part XII, line 4.............. 8 293,025
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 1,697
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,697
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 1,697
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,065
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,325
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,390
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,693
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,693 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5458
    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    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
     
     
    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
    JOHN MATTHEW STOVER PRESIDENT
    0
    0    
    901 S BOND STREET
    BALTIMORE,MD21231
    DEBRA ROGERS STOVER VICE PRESIDENT
    0
    0    
    901 S BOND STREET
    BALTIMORE,MD21231
    JOHN C POULTON TREASURER
    0
    0    
    901 S BOND STREET
    BALTIMORE,MD21231
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,619,085
    b
    Average of monthly cash balances.......................
    1b
    122,941
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,742,026
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,742,026
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,130
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,715,896
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    85,795
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    85,795
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,697
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,697
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    84,098
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    84,098
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    84,098
    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
    293,025
    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
    293,025
    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
    1,697
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    291,328
    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 84,098
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 350,050
    d From 2012....... 118,943
    e From 2013....... 126,590
    fTotal of lines 3a through e......... 595,583
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 293,025
    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..... 84,098
    e Remaining amount distributed out of corpus 208,927
    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 5 804,510
    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) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    804,510
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 350,050
    c Excess from 2012.... 118,943
    d Excess from 2013.... 126,590
    e Excess from 2014.... 208,927
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NEW TRIBES MISSION
    1000 E FIRST STREET
    SANFORD,FL32771
    NONE PUBLIC CHARITY BENEFACTORS - KELLY AND 5,000
    BALTIMORE LACROSSE CLUB
    822 W LAKE AVENUE
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 425
    GRACE FELLOWSHIP CHURCH
    9505 DEERECO ROAD
    TIMONIUM,MD21093
    NONE PUBLIC CHARITY IMAGINE PROJECT 100
    SEARCH MINISTRIES
    5038 DORSEY HALL DRIVE
    ELLICOTT CITY,MD21042
    NONE PUBLIC CHARITY BENEFACTOR - DONOGHUE 10,000
    KINGDOM RAIN INC
    PO BOX 19063
    BALTIMORE,MD21286
    NONE PUBLIC CHARITY GENERAL FUND 8,000
    MESSIAH COLLEGE
    1 COLLEGE AVENUE
    MECHANICBURG,PA17055
    NONE PUBLIC CHARITY YR 2 OF 3 YR PLEDGE TO 25,000
    CAMBRIDGE SCHOOL
    110 SUDBRIOOK LANE
    PIKESVILLE,MD21208
    NONE PUBLIC CHARITY GENERAL 400
    YOUNG LIFE
    231A WEST TIMONIUM ROAD
    TIMONIUM,MD21093
    NONE PUBLIC CHARITY BENEFACTOR - PAT GOODMAN 5,500
    ARMED FORCES YMCA
    7405 ALBAN STATION COURT
    SPRINGFIELD,VA22150
    NONE PUBLIC CHARITY GENERAL FUND 10,000
    CALVARY CHAPEL WHITEFISH
    420 5TH STREET
    WHITEFISH,MT59937
    NONE PUBLIC CHARITY GENERAL FUND 3,000
    FCA PARK HEIGHTS SAINTS FB & CHEER
    PO BOX 383
    BEL AIR,MD21014
    NONE PUBLIC CHARITY NFL MATCHING GRANT APP 1,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    1208 SOUTH GRANGE
    SIOUX CITY,SD57105
    NONE PUBLIC CHARITY MARISSA BOGDANOR FUND 2,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    2806 WESLEYAN DRIVE
    CHURCHVILLE,MD21028
    NONE PUBLIC CHARITY BENEFACTOR - STEVE MEDINGER 1,000
    GRACE FELLOWSHIP CHURCH
    9505 DEERECO ROAD
    TIMONIUM,MD21093
    NONE PUBLIC CHARITY VENTURE FUND 5,000
    GRACE FELLOWSHIP CHURCH
    9505 DEERCO ROAD
    TIMONIUM,MD21093
    NONE PUBLIC CHARITY WILDFIRE FUND 5,000
    FOCUS
    PO BOX 1027
    NEW CANAAN,CT06840
    NONE PUBLIC CHARITY GENERAL 2,000
    DIDASKO MINISTRIES
    13310 NE SHAVER ST
    PORTLAND,OR97230
    NONE PUBLIC CHARITY BENEFIT - TOM PETERSBURG 1,000
    HELPING UP MISSION
    1029 EAST BALTIMORE STREET
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL FUND 2,500
    EPILEPSY FOUNDATION OF TEXAS
    5080 SPECTRUM DRIVE
    ADDISON,TX75001
    NONE PUBLIC CHARITY RIDE SPONSORSHIP 250
    LOVE CAROLINE FOUNDATION
    612 GLEN ARBOR COURT
    SEVEN VALLEYS,PA17360
    NONE PUBLIC CHARITY GENERAL 5,000
    MESSIAH COLLEGE
    1 COLLEGE AVENUE
    MECHANICBURG,PA17055
    NONE PUBLIC CHARITY NEW TURF FIELD 200,000
    CHESTNUT RIDGE VFC
    12020 GREENSPRING AVENUE
    OWINGS MILLS,MD21117
    NONE PUBLIC CHARITY GENERAL 100
    TYANNA FOUNDATION
    1610 SHAKESPEARE ST
    BALTIMORE,MD21231
    NONE PUBLIC CHARITY GENERAL 250
    MESSIAH COLLEGE
    1 COLLEGE AVENUE
    MECHANICBURG,PA17055
    NONE PUBLIC CHARITY GENERAL 500
    Total .................................bullet 3a 293,025
    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 26,079  
    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 .............
        18 154,404  
    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)..   180,483  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13180,483
    (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
    THE STOVER FAMILY FOUNDATION
     
    Employer identification number

    27-6189634
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE STOVER FAMILY FOUNDATION
     
    Employer identification number

    27-6189634
    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
     
     

    JOHN AND DEBRA STOVER  
    15 IVY REACH COURT
     
    COCKEYSVILLE, MD21030

    $77,961


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE STOVER FAMILY FOUNDATION
     
    Employer identification number

    27-6189634
    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
    THE STOVER FAMILY FOUNDATION
     
    Employer identification number

    27-6189634
    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 InvestmentsCorpBondsSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FDS 415,472 419,777

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 451,696 665,025
    EQUITY MUTUAL FUNDS 276,332 352,156
    FOREIGN STOCK 126,134 145,416

    TY 2014 OtherExpensesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 8,671 0   0


    TY 2014 OtherIncreasesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT FEES 1 1    
    INVESTMENT FEES-PRIN 9,871 9,871    


    TY 2014 TaxesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 440 440   0
    FEDERAL EXCISE TAX 1,911 0   0
    QUARTERLY TAX DEPOSIT 1,032 0   0
    FOREIGN TAXES ON QUALIFIED FOR 239 239   0
    FOREIGN TAXES ON NONQUALIFIED 25 25   0