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 RESOURCE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O WJ MCKEEVER CO LLC PO BOX 5147   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

22-2870501
B Telephone number (see instructions)

(203) 622-8625
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$14,417,968J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 2,557,395
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 290,190 290,190  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 420,680
b Gross sales price for all assets on line 6a 6,443,810
7 Capital gain net income (from Part IV, line 2)... 420,680
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........ 3,268,265 710,870  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,144 21,536   64,608
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 49,302 6,409   42,893
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,804 2,161   8,643
c Other professional fees (attach schedule).... Click to see attachment 70,103 70,103   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,718 5,086   10,510
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 260 34   226
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,415 1,875   12,540
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 253,746 107,204   139,420
25 Contributions, gifts, grants paid........ 756,229 756,229
26 Total expenses and disbursements. Add lines 24 and 25 1,009,975 107,204   895,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,258,290
b Net investment income (if negative, enter -0-) 603,666
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,395,018 869,649 869,649
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 208,900 Click to see attachment203,900 227,781
b Investments—corporate stock (attach schedule)........ 8,231,608 Click to see attachment11,103,639 13,269,288
c Investments—corporate bonds (attach schedule)........ 158,938 Click to see attachment52,125 51,250
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,994,464 12,229,313 14,417,968
Liabilities 17 Accounts payable and accrued expenses.......... 25,377 1,936
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).......... 25,377 1,936
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......... 9,969,087 9,969,087
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 2,258,290
30 Total net assets or fund balances (see instructions)...... 9,969,087 12,227,377
31 Total liabilities and net assets/fund balances (see instructions).. 9,994,464 12,229,313
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 9,969,087
2 Enter amount from Part I, line 27a..................... 2 2,258,290
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 12,227,377
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 12,227,377
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 TARGET CORP P 2011-08-01 2014-12-18
b TARGET CORP P 2011-08-01 2014-12-16
c WASTE MANAGEMENT INC P 2006-03-08 2014-12-16
d WAL-MART STORES INC P 2006-03-08 2014-12-02
e TARGET CORP P 2011-08-01 2014-12-01
WAL-MART STORES INC P 2006-03-08 2014-12-01
BBH LIMITED DURATION FUND CL N P 2014-01-31 2014-11-25
BBH LIMITED DURATION FUND CL N P 2014-01-10 2014-11-25
WASTE MANAGEMENT INC P 2006-03-08 2014-11-13
LIBERTY VENTURES SER A P 2008-01-04 2014-11-12
LIBERTY VENTURES SER A P 2011-10-03 2014-11-12
LIBERTY VENTURES SER A P 2008-01-07 2014-11-12
LIBERTY VENTURES SER A P 2008-01-08 2014-11-12
LIBERTY VENTURES SER A P 2008-01-11 2014-11-12
LIBERTY VENTURES SER A P 2011-09-30 2014-11-12
WASTE MANAGEMENT INC P 2006-03-08 2014-11-10
LIBERTY VENTURES SER A P 2008-01-08 2014-11-07
PEPSICO INC P 2003-01-10 2014-10-20
PEPSICO INC P 2008-11-18 2014-10-20
BBH LIMITED DURATION FUND CL N P 2014-01-10 2014-10-13
BBH LIMITED DURATION FUND CL N P 2014-01-10 2014-10-10
PEPSICO INC P 2008-11-18 2014-10-07
PEPSICO INC P 2008-11-17 2014-10-07
PIMCO TOTAL RETURN FUND P 2011-12-30 2014-09-26
PEPSICO INC P 2008-11-17 2014-09-24
PEPSICO INC P 2008-10-28 2014-09-24
JOHNSON & JOHNSON P 2009-11-19 2014-09-05
JOHNSON & JOHNSON P 2009-11-18 2014-09-05
JOHNSON & JOHNSON P 2009-11-18 2014-09-04
JOHNSON & JOHNSON P 2009-11-18 2014-07-09
JOHNSON & JOHNSON P 2009-11-18 2014-07-07
GOOGLE INC CL A P 2012-03-12 2014-06-24
GOOGLE INC CL A P 2012-06-22 2014-06-24
GOOGLE INC CL A P 2012-01-30 2014-06-24
GOOGLE INC CL A P 2012-05-02 2014-06-24
GOOGLE INC CL A P 2012-01-23 2014-06-24
GOOGLE INC CL A P 2012-05-31 2014-06-24
JOHNSON & JOHNSON P 2009-11-18 2014-06-18
JOHNSON & JOHNSON P 2009-11-18 2014-06-04
JOHNSON & JOHNSON P 2009-11-18 2014-04-28
JOHNSON & JOHNSON P 2009-11-18 2014-04-21
LIBERTY INTERACTIVE A P 2008-01-08 2014-02-27
LIBERTY INTERACTIVE A P 2008-01-08 2014-02-26
DENTSPLY INTL INC P 2008-11-21 2014-01-10
BED BATH AND BEYOND INC P 2013-04-11 2014-01-13
AMERICAN TOWER P 2013-10-17 2014-02-18
AMERICAN TOWER P 2013-03-01 2014-02-18
GOLDMAN SACHS P 2013-01-23 2014-02-21
PHILLIPS 66 COM P 2013-06-25 2014-02-28
PHILLIPS 66 COM P 2013-09-10 2014-02-28
APPLE INC P 2013-12-05 2014-03-14
AUTOMATIC DATA PROCESSING INC P 2013-09-24 2014-03-14
CROWN CASTLE INTL CORP P 2014-02-18 2014-03-14
AMERICAN INTL GROUP P 2013-02-22 2014-03-21
GILEAD SCIENCES INC ROCKWELL P 2014-02-21 2014-03-21
ROCKEWELL AUTOMATION INC P 2014-02-28 2014-03-21
KNOWLES CORP P 2013-05-03 2014-03-21
LIBERTY GLOBAL P 2013-11-06 2014-04-09
APPLE INC P 2013-12-05 2014-04-16
NEW YORK NY CITY HSG DEV CORP P 2010-07-15 2014-05-02
CROWN CASTLE INTL CORP P 2012-03-14 2014-05-02
GENERAL ELECTRIC CO P 2012-04-24 2014-05-12
GOOGLE INC P 2013-03-01 2014-05-12
GOOGLE INC P 2013-01-15 2014-05-20
CITIGROUP INC P 2012-10-24 2014-05-20
DOUBLELINE EMERGING MARKETS BOND P 2013-12-06 2014-05-20
DOUBLELINE TOTAL RETURN BOND FUND P 2010-04-20 2014-05-20
PIMPCO INCOME FUND P 2013-12-06 2014-05-20
PIMPCO INCOME FUND P 2012-06-28 2014-05-20
PIMPCO MORTGAGE OPPORTUNITIES P 2012-12-14 2014-05-20
LYONDELLBASELL INDUSTRIES N V P 2013-10-17 2014-05-20
AMERICAN AIRLS GROUP INC P 2013-12-13 2014-05-20
FEDEX CORP P 2013-06-18 2014-05-20
BANK AMER CORP P 2014-03-21 2014-05-20
CROWN CASTLE INTL CORP P 2014-02-18 2014-05-20
CHICAGO BRIDGE AND IRON CO NY NY P 2013-10-17 2014-05-20
CHICAGO BRIDGE AND IRON CO NY NY P 2013-09-10 2014-06-12
CHICAGO BRIDGE AND IRON CO NY NY P 2013-09-10 2014-06-18
LYONDELLBASELL INDUSTRIES N V P 2013-10-17 2014-06-18
YAHOO INC P 2014-01-13 2014-06-18
LYONDELLBASELL INDUSTRIES N V P 2013-10-17 2014-06-18
LYONDELLBASELL INDUSTRIES N V P 2013-09-10 2014-06-18
NUCOR CORP P 2013-10-17 2014-06-18
WISDOMTREE EMERGING MARKETS P 2014-05-20 2014-06-18
DOUBLELINE EMERGING MARKETS BOND P 2013-12-06 2014-07-28
PIMPCO MORTGAGE OPPORTUNITIES P 2012-12-14 2014-07-28
DOUBLELINE TOTAL RETURN BOND FUND P 2010-04-20 2014-07-28
DANAHER CORP DEL COM P 2014-06-25 2014-07-28
HARLEY DAVIDSON INC P 2013-05-03 2014-07-28
ACCENTURE PLC IRELAND P 2014-06-09 2014-07-28
ACCENTURE PLC IRELAND P 2014-06-12 2014-07-28
AUTOMATIC DATA PROCESSING INC P 2013-09-24 2014-07-28
KANSAS CITY SOUTHERN COM P 2013-10-17 2014-07-28
LINEAR TECHNOLOGY CORP P 2014-05-23 2014-07-28
ROCKWELL AUTOMATION INC P 2014-02-28 2014-07-28
INTERNATIONAL PAPER CO P 2013-05-17 2014-07-28
INTERNATIONAL PAPER CO P 2013-06-13 2014-07-28
FIDELITY ADVISOR SER II FL RT P 2014-05-20 2014-07-28
COLGATE PALMOLIVE CO P 2014-09-05 2014-07-28
DOVER CORP P 2013-05-03 2014-07-28
WISDOMTREE EMERGING MARKETS P 2014-05-20 2014-07-28
US BANCORP DEL COM P 2013-07-09 2014-07-28
OCCIDENTAL PETE CORP P 2013-10-17 2014-07-28
OCCIDENTAL PETE CORP P 2013-10-17 2014-07-28
OCCIDENTAL PETE CORP P 2013-10-10 2014-07-28
OCCIDENTAL PETE CORP P 2013-10-10 2014-07-28
EOG RES INC P 2014-06-13 2014-07-28
EOG RES INC P 2014-06-13 2014-07-28
CITIGROUP INC P 2014-07-22 2014-07-28
AMERICAN INTL GROUP P 2014-05-05 2014-07-28
AMERICAN INTL GROUP P 2013-09-10 2014-07-28
AMERICAN INTL GROUP P 2014-02-06 2014-07-28
AMERICAN INTL GROUP P 2013-02-22 2014-10-16
TENET HEALTHCARE CORP P 2014-06-17 2014-10-16
TENET HEALTHCARE CORP P 2014-06-16 2014-11-20
TENET HEALTHCARE CORP P 2014-06-25 2014-11-21
EOG RES INC P 2014-05-12 2014-11-22
EOG RES INC P 2014-05-12 2014-11-23
CANADIAN PAC RY LTD P 2013-04-11 2014-12-04
CANADIAN PAC RY LTD P 2012-05-04 2014-12-04
CANADIAN PAC RY LTD P 2012-05-24 2014-12-04
EOG RES INC P 2014-05-12 2014-12-10
VANGUARD INFLAT PROTECTED P 2014-07-17 2014-12-10
VANGUARD INFLAT PROTECTED P 2014-05-20 2014-12-10
VANGUARD INFLAT PROTECTED P 2014-11-07 2014-12-10
GOLAR LNG TLD P 2014-11-20 2014-12-16
GOLAR LNG TLD P 2013-09-10 2014-12-16
(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 11,178   7,640 3,538
b 10,883   7,640 3,243
c 9,853   6,754 3,099
d 11,135   5,857 5,278
e 36,287   25,467 10,820
6,129   3,223 2,906
36,931   37,002 -71
63,069   63,314 -245
3,852   2,634 1,218
3,280   1,491 1,789
626   240 386
4,036   1,835 2,201
972   444 528
7,064   2,882 4,182
383   147 236
6,681   4,559 2,122
17   8 9
18,696   8,626 10,070
2,337   1,305 1,032
36,000   36,105 -105
200,000   200,581 -581
2,330   1,305 1,025
14,076   8,004 6,072
150,000   150,000 0
4,586   2,597 1,989
7,020   3,991 3,029
10,402   6,214 4,188
416   250 166
5,407   3,245 2,162
11,556   6,801 4,755
14,368   8,424 5,944
8,645   4,507 4,138
6,916   3,417 3,499
16,137   8,097 8,040
12,679   6,657 6,022
31,122   15,820 15,302
15,561   7,916 7,645
10,255   6,240 4,015
10,248   6,240 4,008
10,046   6,240 3,806
4,973   3,120 1,853
1,568   812 756
1,510   781 729
6,500   3,309 3,191
85,939   82,777 3,162
62,308   59,124 3,184
103,847   97,492 6,355
82,626   72,641 9,985
112,107   88,607 23,500
18,685   14,249 4,436
52,431   56,897 -4,466
77,438   73,187 4,251
33,759   33,726 33
37,832   29,077 8,755
90,258   104,123 -13,865
34,151   33,999 152
19,675   15,087 4,588
67,430   69,769 -2,339
77,915   85,345 -7,430
5,000   5,000 0
53,391   55,000 -1,609
132,898   97,524 35,374
12,102   9,279 2,823
66,825   45,606 21,219
49,938   51,813 -1,875
19,500   18,430 1,070
5,596   5,200 396
63,150   61,300 1,850
85,789   77,502 8,287
168,422   165,247 3,175
8,918   6,946 1,972
138,633   91,383 47,250
140,121   99,486 40,635
115,030   133,958 -18,928
36,456   37,474 -1,018
57,154   61,248 -4,094
10,086   9,400 686
66,385   62,668 3,717
28,158   21,994 6,164
66,231   81,528 -15,297
36,502   28,940 7,562
121,674   88,857 32,817
98,294   101,067 -2,773
1,569   1,537 32
3,468   3,239 229
5,949   5,826 123
4,806   4,474 332
30,355   31,737 -1,382
94,101   82,222 11,879
8,015   8,435 -420
112,210   115,861 -3,651
88,086   78,675 9,411
28,074   28,177 -103
108,848   115,199 -6,351
30,359   30,908 -549
140,860   142,163 -1,303
93,907   88,108 5,799
54,600   54,931 -331
32,559   32,100 459
96,789   74,341 22,448
31,198   31,513 -315
265,534   242,821 22,713
46,657   48,579 -1,922
93,315   97,157 -3,842
93,315   95,043 -1,728
139,972   142,564 -2,592
44,776   55,534 -10,758
44,776   55,534 -10,758
127,763   124,557 3,206
173,791   184,193 -10,402
99,309   99,357 -48
24,827   24,073 754
62,068   48,462 13,606
14,234   14,541 -307
60,495   61,311 -816
33,213   33,263 -50
99,878   103,051 -3,173
86,820   103,051 -16,231
48,468   31,055 17,413
96,935   37,560 59,375
48,469   18,649 29,820
85,919   103,051 -17,132
19,669   20,020 -351
54,381   55,000 -619
131,203   131,900 -697
32,539   52,597 -20,058
81,347   96,070 -14,723
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       3,538
b       3,243
c       3,099
d       5,278
e       10,820
      2,906
      -71
      -245
      1,218
      1,789
      386
      2,201
      528
      4,182
      236
      2,122
      9
      10,070
      1,032
      -105
      -581
      1,025
      6,072
      0
      1,989
      3,029
      4,188
      166
      2,162
      4,755
      5,944
      4,138
      3,499
      8,040
      6,022
      15,302
      7,645
      4,015
      4,008
      3,806
      1,853
      756
      729
      3,191
      3,162
      3,184
      6,355
      9,985
      23,500
      4,436
      -4,466
      4,251
      33
      8,755
      -13,865
      152
      4,588
      -2,339
      -7,430
      0
      -1,609
      35,374
      2,823
      21,219
      -1,875
      1,070
      396
      1,850
      8,287
      3,175
      1,972
      47,250
      40,635
      -18,928
      -1,018
      -4,094
      686
      3,717
      6,164
      -15,297
      7,562
      32,817
      -2,773
      32
      229
      123
      332
      -1,382
      11,879
      -420
      -3,651
      9,411
      -103
      -6,351
      -549
      -1,303
      5,799
      -331
      459
      22,448
      -315
      22,713
      -1,922
      -3,842
      -1,728
      -2,592
      -10,758
      -10,758
      3,206
      -10,402
      -48
      754
      13,606
      -307
      -816
      -50
      -3,173
      -16,231
      17,413
      59,375
      29,820
      -17,132
      -351
      -619
      -697
      -20,058
      -14,723
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 2 420,680
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 861,139 10,828,874 0.079522
2012 749,819 9,725,522 0.077098
2011 611,168 9,743,742 0.062724
2010 255,533 9,415,327 0.027140
2009 320,691 8,764,639 0.036589
2 Total of line 1, column (d) ...................... 2 0.283073
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 0.056615
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 12,782,150
5 Multiply line 4 by line 3....................... 5 723,661
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,037
7 Add lines 5 and 6......................... 7 729,698
8 Enter qualifying distributions from Part XII, line 4.............. 8 895,649
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 6,037
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 6,037
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 6,037
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 9,121
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 9,121
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,084
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,084 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bullet
    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. Click to see attachment...............................
    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 addressbulletN/A
    14
    The books are in care ofbulletROY B SIMPSON Telephone no.bullet (203) 622-8625
    Located atbullet50 VISTA DRGREENWICHCT ZIP+4bullet06830
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROY B SIMPSON CHMN/PRESIDENT
    10.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    EDITH J SIMPSON TREASURER
    2.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    ALISON J ALLEN SECRETARY
    40.00     		86,144 49,302 0
    995 BUCKLEY HIGHWAY
    UNION,CT06076
    NANCY E BLAIR DIRECTOR
    0.50     		0 0 0
    FOUR STAMFORD PLAZA - 107 ELM
    STREET
    STAMFORD,CT06902
    MARY-ELIZABETH JOY SIMPSON DIRECTOR
    0.50     		0 0 0
    88 FARMS ROAD
    STAMFORD,CT06903
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,098,029
    b
    Average of monthly cash balances.......................
    1b
    878,773
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,976,802
    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
    12,976,802
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    194,652
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,782,150
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    639,108
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    639,108
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,037
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,037
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    633,071
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    633,071
    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
    633,071
    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
    895,649
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    895,649
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    6,037
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    889,612
    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 7 633,071
    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.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 237,246
    e From 2013....... 333,939
    fTotal of lines 3a through e......... 571,185
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 895,649
    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..... 633,071
    e Remaining amount distributed out of corpus 262,578
    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 5 833,763
    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 ......     		833,763
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 237,246
    d Excess from 2013.... 333,939
    e Excess from 2014.... 262,578
    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).)
    ROY B SIMPSON
    EDITH J SIMPSON
    ALISON J ALLEN
    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
    A S P C A
    424 EAST 92ND STREET
    NEW YORK,NY10128     		N/A PUBLIC GENERAL PURPOSES 10,000
    ADOPT-A-DOG
    849 LAKE AVENUE
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 8,500
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 5,000
    AMOGERONE VOLUNTEER FIRE
    PO BOX 121
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 1,000
    AT HOME IN GREENWICH
    139 E PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 1,000
    BACKCOUNTRY JAZZ
    15 E PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 1,000
    BEREA COLLEGE
    101 CHESTNUT ST
    BEREA,KY40403     		N/A PUBLIC GENERAL PURPOSES 20,000
    CALL A RIDE OF GREENWICH INC
    37 LAFAYETTE PL COLLYER CENTER
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    CANTER NEW ENGLAND
    P O BOX 3
    WESTBOROUGH,MA01581     		N/A PUBLIC GENERAL PURPOSES 5,000
    CARE
    151 ELLIS STREET
    ATLANTA,GA30303     		N/A PUBLIC GENERAL PURPOSES 1,500
    CHILDREN'S CANCER & BLOOD FOUNDATION
    333 EAST 38TH STREET
    NEW YORK,NY10016     		N/A PUBLIC GENERAL PURPOSES 1,000
    CHURCH CLUB NYC
    150 E 55TH ST
    NEW YORK,NY10022     		N/A PUBLIC GENERAL PURPOSES 2,500
    CONNECTICUT AGAINST GUN VIOLENCE CAGV
    PO BOX 523
    SOUTHPORT,CT06890     		N/A PUBLIC GENERAL PURPOSES 5,000
    CONNECTICUT FOOD BANK
    P O BOX 8686
    NEW HAVEN,CT06531     		N/A PUBLIC GENERAL PURPOSES 15,000
    CPB CONNECTICUT PUBLIC BROADCASTING
    1049 ASYLUM AVE
    HARTFORD,CT06105     		N/A PUBLIC GENERAL PURPOSES 2,000
    CURE JM FOUNDATION
    836 LYNWOOD DRIVE
    ENCINITAS,CA92024     		N/A PUBLIC GENERAL PURPOSES 500
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		N/A PUBLIC GENERAL PURPOSES 10,000
    ENGLISH SPEAKING UNION
    144 EAST 39H STREET
    NEW YORK,NY10016     		N/A PUBLIC GENERAL PURPOSES 1,530
    ERIC CARLE MUSEUM OF PICTURE BOOK ART
    125 WEST BAY ROAD
    AMHERST,MA01002     		N/A PUBLIC GENERAL PURPOSES 5,000
    FAMILY CENTERS INC
    40 ARCH STREET
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    FAMILY REENTRY INC
    9 MOTT AVENUE SUITE 104
    NORWALK,CT06850     		N/A PUBLIC GENERAL PURPOSES 10,000
    FIDO FIXERS INC
    PO BOX 4801
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 1,000
    FIRST CHURCH OF CHRIST SCIENTIST
    11 PARK PLACE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 25,000
    FRIENDS OF NATHANIEL WITHERELL
    70 PARSONAGE ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 30,000
    FRIENDS OF THE FAMILY CENTRE INC
    PO BOX 1284 RIVERDALE
    BRONX,NY10471     		N/A PUBLIC GENERAL PURPOSES 5,000
    GATEWAY CLASSICAL MUSIC SOCIETY
    1117 EAST PUTNAM AVENUE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 2,000
    GLOBAL WORKERS JUSTICE ALLIANCE
    789 WASHINGTON AVENUE
    BROOKLYN,NY11238     		N/A PUBLIC GENERAL PURPOSES 2,500
    GREENWICH COUNCIL - BOY SCOUTS OF AMERICA
    63 MASON STREET
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    GREENWICH EMERGENCY MEDICAL SERVICES INC
    1111 EAST PUTNAM AVENUE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 10,000
    GREENWICH GREEN & CLEAN
    113 PEMBERWICK ROAD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 2,250
    GREENWICH HISTORICAL SOCIETY
    39 STRICKLAND ROAD
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 10,000
    GREENWICH HOSPITAL
    5 PERRYRIDGE ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    GREENWICH LAND TRUST INC
    132 EAST PUTNAM AVE 2 EAST STE D
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 88,000
    GREENWICH LIBRARY
    101 WEST PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 1,500
    GREENWICH ROUNDATABLE
    PO BOX 4019
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 1,000
    GREENWICH TREE CONSERVANCY
    PO BOX 4215
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 3,000
    GREENWICH YOUTH CONSERVATION PROJECT
    101 FIELD POINT ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,500
    GUIDING EYES
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		N/A PUBLIC GENERAL PURPOSES 27,200
    HEALTHCARE CHAPLAINCY
    513 EAST 62ND STREET 4TH FLOOR
    NEW YORK,NY10065     		N/A PUBLIC GENERAL PURPOSES 5,000
    HEARING HEALTH FOUNDATION
    363 SEVENTH AVENUE 10TH FLOOR
    NEW YORK,NY10001     		N/A PUBLIC GENERAL PURPOSES 5,000
    HIGH RIDGE HOUSE
    5959 INDEPENDENCE AVE
    BRONX,NY10471     		N/A PUBLIC GENERAL PURPOSES 10,000
    JACOB BURNS FILM CENTER
    405 MANVILLE ROAD
    PLEASANTVILLE,NY10570     		N/A PUBLIC GENERAL PURPOSES 345
    KIDS IN CRISIS
    ONE SALEM STREET
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 25,000
    LAGUARDIA COLLEGE SCHOLARSHIP
    31-10 THOMSON AVE
    LONG ISLAND CITY,NY11101     		N/A PUBLIC GENERAL PURPOSES 10,000
    LAUREL HOUSE
    1616 WASHINGTON BLVD
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 1,000
    MEALS-ON-WHEELS OF GREENWICH
    89 MAPLE AVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 8,500
    MEDIA MATTERS FOR AMERICA
    445 MASS AVENW SUITE 600
    WASHINGTON,DC20001     		N/A PUBLIC GENERAL PURPOSES 15,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		N/A PUBLIC GENERAL PURPOSES 1,000
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		N/A PUBLIC GENERAL PURPOSES 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		N/A PUBLIC GENERAL PURPOSES 7,500
    NEIGHBOR TO NEIGHBOR
    248 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 16,000
    NEW LIFE OF NYC INC
    87 COLUMBIA STREET SUITE 13G
    NEW YORK,NY10002     		N/A PUBLIC GENERAL PURPOSES 2,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		N/A PUBLIC GENERAL PURPOSES 1,000
    NYU SCHOOL OF LAW
    40 WASHINGTON SQUARE S
    NEW YORK,NY10012     		N/A PUBLIC GENERAL PURPOSES 2,500
    OPIN INC - OUTREACH TO PETS IN NEED
    PO BOX 488
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 5,000
    PATHWAYS INC
    175 MILBANK ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,500
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		N/A PUBLIC GENERAL PURPOSES 10,000
    PRATT INSTITUTE
    200 WILLOUGHBY AVE
    BROOKLYN,NY11205     		N/A PUBLIC GENERAL PURPOSES 30,000
    PUPPIES BEHIND BARS
    10 EAST 40 STREET - 19TH FL
    NEW YORK,NY10016     		N/A PUBLIC GENERAL PURPOSES 20,000
    RIVERHOUSE ADULT DAYCARE
    125 RIVER RD EXT
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 9,800
    SEPTEMBER 11 MEMORIAL
    180 GREENWICH ST
    NEW YORK,NY10007     		N/A PUBLIC GENERAL PURPOSES 5,000
    SPECIAL OLYMPICS CONNECTICUT
    2666 STATE ST 1
    HAMDEN,CT06517     		N/A PUBLIC GENERAL PURPOSES 2,000
    ST BARNABAS EPISCOPAL CHURCH
    954 LAKE AVENUE
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 22,662
    ST BARTS MUSIC FESTIVAL
    6847 JUNIATA PLACE
    PITTSBURGH,PA15208     		N/A PUBLIC GENERAL PURPOSES 5,000
    ST PETER'S EPISCOPAL CHURCH
    2500 WESTCHESTER AVE
    BRONX,NY10461     		N/A PUBLIC GENERAL PURPOSES 25,000
    STORM KING ART CENTER
    1 MUSEUM ROAD
    NEW WINDSOR,NY12553     		N/A PUBLIC GENERAL PURPOSES 5,000
    STUDIO IN A SCHOOL ASSOCIATION
    410 WEST 59TH STREET
    NEW YORK,NY10019     		N/A PUBLIC GENERAL PURPOSES 40,000
    THE BRUCE MUSEUM
    ONE MUSEUM DRIVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    THE PRINCIPLE FOUNDATION
    2405 GRAND BLVD SUITE 1040
    KANSAS CITY,MO64108     		N/A PUBLIC GENERAL PURPOSES 5,000
    TRANSPORTATION ASSOCIATES OF GREENWICH
    13 RIVERSIDE AVENUE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 5,000
    UNION VOLUNTEER FIRE COMPANY
    1049 BUCKLEY HWY
    UNION,CT06076     		N/A PUBLIC GENERAL PURPOSES 500
    UNITED WAY OF GREENWICH
    1 LAFAYETTE CT
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 15,000
    US SQUASH
    555 EIGHTH AVENUE
    NEW YORK,NY10018     		N/A PUBLIC GENERAL PURPOSES 250
    VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY
    86-01 23RD AVENUE
    FLUSHING,NY11369     		N/A PUBLIC GENERAL PURPOSES 50,000
    WLIW
    825 EIGHTH AVENUE
    NEW YORK,NY10013     		N/A PUBLIC GENERAL PURPOSES 1,000
    WNETORG PATRON NETWORK
    825 EITH AVENUE 14TH FLOOR
    NEW YORK,NY10019     		N/A PUBLIC GENERAL PURPOSES 15,000
    WNYC NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		N/A PUBLIC GENERAL PURPOSES 16,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD STE 300
    JACKSONVILLE,FL32256     		N/A PUBLIC GENERAL PURPOSES 5,192
    Total .................................bullet 3a 756,229
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 290,190  
    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 .............     		    18 420,680  
    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).. 0 710,870 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13710,870
    (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 RESOURCE FOUNDATION INC
     
    Employer identification number

    22-2870501
    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 RESOURCE FOUNDATION INC
          		Employer identification number

    22-2870501
    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
     
     

    ROY B SIMPSON  
    50 VISTA DRIVE
     
    GREENWICH, CT06830

    		$2,557,395


    (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 RESOURCE FOUNDATION INC
          		Employer identification number

    22-2870501
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VARIOUS STOCK VALUED AT FAIR MARKET VALUE $ 2,557,395 2014-07-31
    (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 RESOURCE FOUNDATION INC
          		Employer identification number

    22-2870501
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX SERVICES 10,804 2,161   8,643

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $50,000 STAR GAS PTNRS 8.875%, 12/1/17 52,125 51,250
    $50,000 CITIGROUP INC V/R 12/31/49 0 0
    $50,000 CROWN CASTLE INTL 7.125% 11/1/19 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Name of Stock End of Year Book Value End of Year Fair Market Value
    143,401 SHS. BBH LIMITED DURATION FD 1,434,150 1,472,728
    127,314 BBH WEALTH STRATGEIES LLC LBC 121,012 127,315
    1,574 SHS. BED BATH & BEYOND 90,438 119,892
    4,450 SHS. COMCAST CORP-CL A 105,843 258,145
    3,246 SHS. LIBERTY MEDIA INTERACTIVE A 39,781 95,497
    1,250 SHS. TARGET CORP 60,421 94,888
    850 SHS. DIAGEO PLC - SPONS ADR 47,578 96,977
    1,250 SHS. GENERAL MILLS INC 48,377 66,663
    2,150 SHS. NESTLE SA SPONS ADR 60,634 156,843
    1,400 SHS UNILEVER 53,565 54,656
    650 SHS. WAL-MART STORES 29,158 55,822
    440 SHS CALIFORNIA RESOURCES CORP 1,800 2,424
    1,300 SHS. EOG RESOURCES INC. 63,091 119,691
    1,100 SHS. OCCIDENTAL PETROLEUM 49,828 88,671
    1,100 SHS. SCHLUMBERGER LTD 82,125 93,951
    2,500 SHS. SOUTHWESTERN ENERGY 91,508 68,225
    1,750 SHS. BERKSHIRE HATHAWAY - CL B 103,042 262,763
    1,500 SHS. CHUBB CORP. 72,629 155,205
    5,800 SHS. PROGRESSIVE CORP OHIO 102,828 156,542
    6,300 SHS. US BANCORP 141,588 283,185
    3,950 SHS. WELLS FARGO & CO 116,589 216,539
    1,919 SHS. BAXTER INTL INC. 89,391 140,644
    581 SHS. DENTSPLY INTL INC 14,454 30,950
    1,850 SHS. NOVARTIS AG-ADR 99,799 171,421
    300 SHS. HENRY SCHEIN INC 18,885 40,845
    3201 SHS ZOETIS INC COM 96,725 137,739
    1,462 SHS. WASTE MANAGEMENT 43,786 75,030
    877 SHS. EBAY INC 10,456 49,217
    319 SHS. GOOGLE, INC - CL A 137,736 167,922
    3,550 SHS. MICROSOFT CORP 88,805 164,898
    3,050 SHS ORACLE 119,828 137,159
    1,800 SHS. QUALCOMM INC 107,701 133,794
    1,200 SHS. CELANESE CORP. SER A 51,868 71,952
    700 SHS. PRAXAIR INC 74,443 90,692
    28,953 SHS BBH INTL EQUITY FD CL N 355,499 416,053
    46,806 SHS AIT GLOBAL EMERGING MARKETS FND 450,000 437,172
    14,886 SHS. T. ROWE PRICE NEW ASIA FUND 250,000 242,498
    62,722 SHD BBH WEALTH STRATEGIES LLC REMS 62,500 62,723
    20,725 SHS. DOUBLELINE TOT RET BD FD 213,355 227,355
    8,754 SHS DOUBLELINE EMG MKTS INC-1 89,113 90,257
    5,523 SHS FIDELITY FLOATING RATE HIGH INCOME 55,069 53,136
    14,831 SHS LOOMIS SAYLES BOND FUND 231,678 219,945
    19,979 SHS. PIMCO INCOME FD - INST 234,613 246,342
    20,447 SHS. PIMCO MTGE OPPORTUNITIES 223,766 226,557
    12,500 SHS. PIMCO DYNAMIC INCOME FUND 403,209 384,250
    485 SHS. WISDOMTREE EMERGING MKT CORP 35,126 34,978
    6,500 SHS GOODYEAR TIRE & RUBBER 162,793 185,705
    2,000 SHS COLGATE PALMOLIVE CO 119,340 138,380
    2,000 SHS JOHNSON & JOHNSON 189,178 209,140
    1,800 SHS WILLIAMS SONOMA 99,168 136,224
    1,250 SHS ROCKWELL AUTOMATION INC 112,475 139,000
    789 SHS GOOGLE INC-A 411,256 418,691
    6,000 SHS YAHOO 270,218 303,060
    6,000 SHS GOLUB CAPITAL 110,589 107,580
    7,000 SHS CORNING INC 93,166 160,510
    1,250 SHS KANSAS CITY SOUTHN INDS INC 233,741 244,060
    3,000 MAGELLAN MIDSTREAM PARTNERS 196,073 247,980
    5,000 SHS AMERIGAS PARTNERS 212,799 239,600
    6,000 SHS BLACKSTONE GROUP 184,727 202,980
    3,000 SHS DISCOVER FINANCIAL SVC 183,731 196,470
    7,500 SHS NEW MOUNTAIN FINANCE CORP 111,326 112,050
    2,500 SHS CROWN CASTLE REIT 186,940 196,750
    7,500 SHS PUREFUNDS ISE CYBER SEC 203,799 198,675
    2,500 SHS MARKET VECTORS BIOTECH 102,960 144,225
    2,000 SHS AMERICAN INTL GROUP 211,060 246,200
    3,500 SHS AMERICAN AIRLINES GROUP INC 196,606 214,520
    3,000 SHS EQT MIDSTREAM PARTNERS LP 156,494 264,000
    6,169 SHS OUTFRONT MEADIA 241,719 165,576
    1,000 SHS ACTAVIS PLC 251,984 257,405
    3,445 SHS LIBERTY GLOBAL PLC 139,100 172,956
    3,500 SHS NXP SEMICONDUCTORS NV 248,607 267,400
    750 SHS. JOHNSON & JOHNSON 0 0
    13,799 SHS. PIMCO TOTAL RETURN FUND 0 0
    5,000 SHS. GENERAL ELECTRIC 0 0
    1,000 SHS. CANADIAN PAC RY LTD 0 0
    525 SHS. PEPSICO INC. 0 0
    1,500 SHS. HARLEY DAVIDSON INC 0 0
    1,250 SHS. BED BATH & BEYOND 0 0
    2,075 SHS AUTOMATIC DATA PROCESSING 0 0
    1,250 SHS CROWN CASTLE INTERNATIONAL CORP 0 0
    1,250 SHS DOVER CORP 0 0
    250 SHS APPLE INC 0 0
    1,750 SHS PHILLIPS 66 0 0
    2,000 SHS NUCOR CORP 0 0
    1,000 SHS FEDEX CORP 0 0
    500 SHS GOLDMAN SACHS GROUP INC 0 0
    2,000 SHS AMERICAN TOWER CORP 0 0
    2,500 SHS GOLAR LNG LTD BERMUDA 0 0
    2,000 SHS LYONDELLBASELL INDUSTRIES NV-CL A 0 0
    2,000 SHS CHICAGO BRIDGE & IRON CO NV 0 0
    1,500 SHS. OCCIDENTAL PETROLEUM CORP 0 0

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    203,900
    State & Local Government Securities - End of Year Fair Market Value:


    227,781


    TY 2014 OtherExpensesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 78 10   68
    OFFICE EXPENSES 885 115   770
    CELL PHONE 750 98   652
    AUTO EXPENSES 7,231 940   6,291
    POSTAGE 81 11   70
    CONSULTING 2,566 334   2,232
    MISCELLANEOUS 2,824 367   2,457


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 66,761 66,761   0
    CUSTODY FEES 3,342 3,342   0


    TY 2014 SubstantialContributorsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Name Address
    ROY B SIMPSON 50 VISTA DRIVE
    GREENWICH,NY06830


    TY 2014 TaxesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN: 22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 12,081 1,571   10,510
    TAXES WITHHELD AT SOURCE 3,515 3,515   0
    US EXCISE TAX 7,122 0   0