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
VAN BEUREN CHARITABLE FOUNDATION INC
C/O BRANDYWINE GROUP ADV (PTS) INC

Number and street (or P.O. box number if mail is not delivered to street address)501 MADISON AVE 17TH FL   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

22-2773769
B Telephone number (see instructions)

(212) 319-2700
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$227,126,812
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).............. 7,599,565
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,129,278 3,126,287  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,534,284
b Gross sales price for all assets on line 6a 14,887,216
7 Capital gain net income (from Part IV, line 2)... 14,534,284
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)....... 291,539 291,539  
12 Total. Add lines 1 through 11........ 25,554,666 17,952,110  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 263,084 0   263,084
14 Other employee salaries and wages...... 80,000 0   80,000
15 Pension plans, employee benefits....... 112,433 0   112,433
16a Legal fees (attach schedule)......... 20,000 13,333   6,667
b Accounting fees (attach schedule)....... 28,193 28,193   0
c Other professional fees (attach schedule).... 849,686 849,686   0
17 Interest............... 60,643 60,643   0
18 Taxes (attach schedule) (see instructions)... 170,713 0   23,337
19 Depreciation (attach schedule) and depletion... 11,789 11,789  
20 Occupancy.............. 40,060 0   40,060
21 Travel, conferences, and meetings....... 18,956 0   18,956
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 139,294 2,068   129,760
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,794,851 965,712   674,297
25 Contributions, gifts, grants paid........ 6,364,462 6,364,462
26 Total expenses and disbursements. Add lines 24 and 25 8,159,313 965,712   7,038,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,395,353
b Net investment income (if negative, enter -0-) 16,986,398
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.......... 6,235,654 4,093,918 4,093,918
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 81,394,063 Click to see attachment81,832,900 81,832,900
c Investments—corporate bonds (attach schedule)........ 9,608,485 Click to see attachment9,104,498 9,104,498
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 122,707,096 Click to see attachment131,693,099 131,693,099
14 Land, buildings, and equipment: basis bullet132,578
Less: accumulated depreciation (attach schedule) bullet88,709 55,658 43,869 43,869
15 Other assets (describe bullet) Click to see attachment316,965 Click to see attachment358,528 Click to see attachment358,528
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 220,317,921 227,126,812 227,126,812
Liabilities 17 Accounts payable and accrued expenses.......... 111,129 21,501
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).......... 111,129 21,501
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 142,894,748 155,846,609
25 Temporarily restricted................ 77,312,044 71,258,702
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 220,206,792 227,105,311
31 Total liabilities and net assets/fund balances (see instructions).. 220,317,921 227,126,812
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)............... 1 220,206,792
2 Enter amount from Part I, line 27a..................... 2 17,395,353
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 237,602,145
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 10,496,834
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 227,105,311
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 THRU PARTNERSHIPS P 2014-01-01 2014-06-15
b THRU PARTNERSHIPS P 2013-01-01 2014-06-15
c REALIZED GAINS AND LOSSES P 2014-01-01 2014-06-15
d REALIZED GAINS AND LOSSES P 2013-01-01 2014-06-15
e REALIZED GAINS AND LOSSES P 2014-01-01 2014-06-15
REALIZED GAINS AND LOSSES P 2013-01-01 2014-06-15
SEC LITIGATION SETTLEMENTS P 2013-01-01 2014-06-15
SEC LITIGATION SETTLEMENTS P 2013-01-01 2014-06-15
WASH SALE ADJUSTMENTS P 2013-01-01 2014-06-15
(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 438,921     438,921
b 2,232,810     2,232,810
c     14,142 -14,142
d 227,010     227,010
e     338,790 -338,790
11,958,324     11,958,324
7,857     7,857
1,119     1,119
21,175     21,175
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       438,921
b       2,232,810
c       -14,142
d       227,010
e       -338,790
      11,958,324
      7,857
      1,119
      21,175
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 14,534,284
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 5,975,211 129,320,136 0.046205
2012 3,882,263 109,751,276 0.035373
2011 4,859,515 98,612,669 0.049279
2010 4,037,964 88,199,478 0.045782
2009 2,915,777 71,055,525 0.041035
2 Total of line 1, column (d) ...................... 2 0.217674
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 0.043535
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 151,093,610
5 Multiply line 4 by line 3....................... 5 6,577,860
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 169,864
7 Add lines 5 and 6......................... 7 6,747,724
8 Enter qualifying distributions from Part XII, line 4.............. 8 7,038,759
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 1 169,864
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........................... 3 169,864
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- ..... 5 169,864
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 246,197
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 371,197
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 10 201,333
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet201,333 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletRI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRANDYWINE TRUST COMPANY Telephone no.bullet (718) 317-6857
    Located atbullet7234 LANCASTER PIKE SUITE 300AHOCKESSINDE ZIP+4bullet19707
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........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). Click to see attachment
    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
    HELENE B VAN BEUREN BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ROGER KASS BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    BARBARA VAN BEUREN BOARD MEMBER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    HOPE HILL VAN BEUREN CHAIRMAN
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ARCHBOLD D VAN BEUREN PRESIDENT
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ANDREA VAN BEUREN VICE PRESIDENT
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    STEPHEN L GLASCOCK TREASURER
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    LEONARD BOEHNER SECRETARY
    0.00
    0 0 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    ELIZABETH R LYNN EXECUTIVE DIRECTOR
    40.00
    193,084 47,558 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    KIM L DAME ASSISTANT SECRETARY
    40.00
    70,000 32,874 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE 304
    NEWPORT,RI028403283
    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
    DEBORAH S LINNELL EMPLOYEE
    40.00
    80,000 31,714 0
    C/O VAN BEUREN CHARITABLE FDN 130
    BELLEVUE AVE STE
    NEWPORT,RI028403283
    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 COMMUNITY EVENT-GOVERNANCE TRAINING WORKSHOP W/BILL RYAN-PART 2, CONDUCTED ON 05/02/14. 2,663
    2 PUBLIC OPEN SPACES PROJECT WORKSHOP, CONDUCTED ON 06/30/14 1,160
    3 FUTURE OF HISTORIC CITIES:PERSPECTIVES ON MANAGING CHANGE COMMUNITY EVENT HELD ON 08/15/14-OVER 200 ATTENDEES 3,438
    4 FINANCE AS DESTINY INCLUDING FMA STRATEGIC FINANCIAL MANAGEMENT TRAINING WORKSHOPS CONDUCTED 01/14/14 AND VARIOUS DATES IN 2013 47,652
    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
    146,822,336
    b
    Average of monthly cash balances.......................
    1b
    6,272,253
    c
    Fair market value of all other assets (see instructions)................
    1c
    299,939
    d
    Total (add lines 1a, b, and c).........................
    1d
    153,394,528
    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
    153,394,528
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,300,918
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    151,093,610
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,554,681
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,554,681
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    169,864
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    24,155
    c
    Add lines 2a and 2b............................
    2c
    194,019
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,360,662
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,360,662
    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
    7,360,662
    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
    7,038,759
    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
    7,038,759
    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
    169,864
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,868,895
    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 7,360,662
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 2,221,518
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 7,038,759
    a Applied to 2013, but not more than line 2a 2,221,518
    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..... 4,817,241
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    2,543,421
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HOPE HILL VAN BEUREN
    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
    564 PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065
    NONE EXEMPT CAPITAL - BUILDING RESTORATION 2,000
    ACADEMY IN MANAYUNK INC
    1200 RIVER ROAD
    CONSHOCHOCKEN,PA19428
    NONE EXEMPT OPERATING - GENERAL 15,000
    ALLEN-CHASE FOUNDATION
    271 PINE NOOK ROAD
    DEERFIELD,MA01342
    NONE EXEMPT OPERATING - GENERAL 25,000
    ALLEN-CHASE FOUNDATION
    271 PINE NOOK ROAD
    DEERFIELD,MA01342
    NONE EXEMPT CAPITAL- BUILDINGS & GROUNDS 125,000
    AQUIDNECK ISLAND PLANNING COMMISSION
    437 BROADWAY
    NEWPORT,RI02840
    NONE EXEMPT FOR STRATEGIC PLANNING 30,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVEN
    MIDDLETOWN,RI02840
    NONE EXEMPT FOR TECHNICAL ASSISTANCE AND PLANNING SUPPORT 75,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02840
    NONE EXEMPT TO BUILD LOCAL AWARENESS OF LAND CONSERVATION 25,000
    ATLANTIC THEATER COMPANY
    76 NINTH AVENUE STE 537
    NEW YORK,NY10011
    NONE EXEMPT CAPITAL - THEATRE RESTORATION 95,000
    ATLANTIC THEATER COMPANY
    76 NINTH AVENUE STE 537
    NEW YORK,NY10011
    NONE EXEMPT OPERATING - GENERAL 23,707
    BABY STEPS INC
    PO BOX 179
    NEWPORT,RI02840
    NONE EXEMPT PROGRAMS FOR CHILDREN 10,000
    BOCA GRANDE HEALTH CLINIC FOUNDATION INC
    PO BOX 2340
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 5,000
    BOCA GRANDE WOMAN'S CLUB
    PO BOX 65
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 5,000
    BOY SCOUTS OF AMERICA NARRAGANSETT COUNCIL
    PO BOX 14777
    EAST PROVIDENCE,RI02914
    NONE EXEMPT OPERATING - GENERAL 3,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC
    95 CHURCH STREET
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 1,000
    BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC
    95 CHURCH STREET
    NEWPORT,RI02840
    NONE EXEMPT READING REAPS REWARDS PROGRAM 10,500
    BOYS' LATIN OF PHILADELPHIA CHARTER SCHOOL
    5501 CEDAR AVENUE
    PHILADELPHIA,PA19143
    NONE EXEMPT OPERATING - GENERAL 10,000
    BRANDYWINE CONSERVANCY
    PO BOX 141
    CHADDS FORD,PA19317
    NONE EXEMPT OPERATING - GENERAL 2,500
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845
    NONE EXEMPT OPERATING - GENERAL 7,500
    BROWN UNIVERSITY
    164 ANGELL STREET
    PROVIDENCE,RI02912
    NONE EXEMPT OPERATING- COLLEGE ADVISING EDUCATION PROGRAM 21,000
    CARY INSTITUTE
    2801 SHARON TPKE
    MILLBROOK,NY12545
    NONE EXEMPT OPERATING - GENERAL 500
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH STREET
    NEW YORK,NY10022
    NONE EXEMPT OPERATING - GENERAL 2,500
    CHANNING MEMORIAL CHURCH
    135 PELHAM STREET
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL- BUILDING IMPROVEMENTS 12,600
    CLEAN WATER FUND
    741 WESTMINSTER ST
    PROVIDENCE,RI02889
    NONE EXEMPT COMMERCIAL WASTE IN NEWPORT 25,000
    COLUMBIA UNIVERSITY BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK,NY10023
    NONE EXEMPT OPERATING - GENERAL 7,500
    CORNELL UNIVERSITY
    1300 YORK AVENUE BOX 314
    NEW YORK,NY10065
    NONE EXEMPT OPERATING - GENERAL 5,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
    NONE EXEMPT OPERATING - GENERAL 500
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY12545
    NONE EXEMPT OPERATING - GENERAL 1,500
    EAST BAY COMMUNITY ACTION PROGRAM
    19 BROADWAY
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL- DENTAL PROGRAM EQUIPMENT 87,184
    EMMA PENDLETON BRADLEY HOSPITAL
    1011 VETERANS MEMORIAL PARKWAY
    EAST PROVIDENCE,RI02915
    NONE EXEMPT PROGRAM SUPPORT 122,399
    EMMANUEL CHURCH
    42 DEARBORN STREET
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL- BUILDING REPAIRS & IMPROVEMENTS 128,000
    ENVIRONMENT COUNCIL OF RI EDUCATION FUND
    42 RICE ST
    PROVIDENCE,RI02907
    NONE EXEMPT OPERATING- PROGRAM 11,275
    FARM FRESH RHODE ISLAND
    1005 MAIN ST 1220
    PAWTUCKET,RI02860
    NONE EXEMPT OPERATING- HEALTH FOOD PROGRAM 36,760
    FRIENDS OF BOCA GRANDE COMMUNITY CENTER
    PO BOX 1222
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 2,500
    FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC
    20 EAST 69TH STREET 4B
    NEW YORK,NY10021
    NONE EXEMPT OPERATING - GENERAL 2,000
    FRIENDS SEMINARY
    222 E 16TH ST
    NEW YORK,NY10003
    NONE EXEMPT OPERATING - GENERAL 25,000
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146
    NONE EXEMPT OPERATING - GENERAL 6,510
    GARDEN CONSERVANCY
    PO BOX 219
    NEW YORK,NY10516
    NONE EXEMPT OPERATING - GENERAL 2,000
    GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
    PO BOX 446
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 5,000
    GLADNEY CENTER FOR ADOPTION
    6300 JOHN RYAN DRIVE
    FORT WORTH,TX76132
    NONE EXEMPT OPERATING - GENERAL 5,000
    GRANT MANAGERS NETWORK
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006
    NONE EXEMPT OPERATING - GENERAL 500
    GRANTMAKERS FOR EDUCATION
    720 SW WASHINGTON STREET SUITE 605
    PORTLAND,OR97205
    NONE EXEMPT OPERATING - GENERAL 1,000
    GROW SMART RHODE ISLAND
    235 PROMENADE STREET SUITE 550
    PROVIDENCE,RI02908
    NONE EXEMPT OPERATING- ORGANIZATIONAL DEVELOPMENT 35,000
    GROW SMART RHODE ISLAND
    235 PROMENADE STREET SUITE 550
    PROVIDENCE,RI02908
    NONE EXEMPT CAPITALIZATION PLAN 150,000
    GROW SMART RHODE ISLAND
    235 PROMENADE STREET SUITE 550
    PROVIDENCE,RI02908
    NONE EXEMPT OPERATING - GENERAL 50,000
    HEALING CO-OPERATIVE
    272 MITCHELLS LANE
    MIDDLETOWN,RI02842
    NONE EXEMPT HEALTH PROGRAMMING TO SUPPORT INDIVIDUALS WITH CANCER AND THEIR FAMILIES 16,000
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
    NONE EXEMPT OPERATING - GENERAL 2,500
    INTERNATIONAL MEDICAL CORPS
    12400 WHILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90025
    NONE EXEMPT OPERATING - GENERAL 5,000
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840
    NONE EXEMPT RHODE ISLAND COMPOSITES ALLIANCE PROGRAM 97,500
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL- PROJECT PLANNING FOR NEW BUILDING CONSTRUCTION 80,000
    INTERNATIONAL YACHT RESTORATION SCHOOL
    449 THAMES ST SUITE 111
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - PROGRAM 25,000
    JAMESTOWN ART CENTER
    18 VALLEY STREET
    JAMESTOWN,RI02835
    NONE   OPERATING- GENERAL 1,500
    JUNIOR ACHIEVEMENT OF RHODE ISLAND INC
    120 WATERMAN STREET 200
    PROVIDENCE,RI02906
    NONE EXEMPT EDUCATION - WORKFORCE READINESS PROGRAMS 9,570
    KENT HOSPITAL
    455 TOLL GATE ROAD
    WARWICK,RI02886
    NONE EXEMPT HEALTH RECORD SYSTEM 35,000
    KIPP PHILADELPHIA CHARTER SCHOOL
    5900 BALTIMORE AVENUE 206
    PHILADELPHIA,PA19143
    NONE EXEMPT OPERATING - GENERAL 5,000
    LA FARGE HERITAGE FOUNDATION OF NEWPORT
    73 PELHAM STREET
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL - BUILDING RESTORATION 87,500
    LUCY'S HEARTH
    913 WEST MAIN ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT OPERATING- GENERAL 45,000
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840
    NONE EXEMPT OPERATING- ORGANIZATIONAL DEVELOPMENT 4,500
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 35,000
    MARTIN LUTHER KING COMMUNITY CENTER INC
    20 DR MARCUS F WHEATLAND BLVD
    NEWPORT,RI02840
    NONE EXEMPT FINANCIAL SYSTEM ENHANCEMENTS 24,000
    MEALS ON WHEELS OF RI INC
    70 BATH STREET
    PROVIDENCE,RI02908
    NONE EXEMPT HOME DELIVERY PROGRAM 12,500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 THIRD AVENUE 28TH FLOOR
    NEW YORK,NY10017
    NONE EXEMPT OPERATING - GENERAL 1,000
    MIDDLETOWN PUBLIC SCHOOLS
    26 OLIPHANT LANE
    MIDDLETOWN,RI02842
    NONE EXEMPT DIGITAL LEARNING PROGRAM 162,890
    MIDDLETOWN TREE ASSOCIATION
    207 VERNON AVENUE
    MIDDLETOWN,RI02842
    NONE EXEMPT RESIDENT TREE PLANTING PROGRAMS 8,000
    MILL REEF FUND
    487 GOODWYN STREET
    MEMPHIS,TN38111
    NONE EXEMPT OPERATING - GENERAL 3,500
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE EXEMPT CAPITAL - ENDOWMENT 250,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE EXEMPT OPERATING - GENERAL 25,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE EXEMPT CENTER FOR CYBER CONFLICT STUDIES 250,000
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE EXEMPT OPERATING - GENERAL 2,500
    NAVAL WAR COLLEGE FOUNDATION
    686 CUSHING ROAD
    NEWPORT,RI02841
    NONE EXEMPT PLAN DEVELOPMENT 25,000
    NEW-YORK PRESBYTERIAN FUND INC
    PO BOX 6412
    NEW YORK,NY10277
    NONE EXEMPT OPERATING- GENERAL 1,000
    NEWPORT ART MUSEUM AND ART ASSOCIATION
    76 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT MUSEUM CAMPUS MASTER PLAN 85,878
    NEWPORT ART MUSEUM AND ART ASSOCIATION
    76 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT CAPACITY BUILDING PROJECT 4,500
    NEWPORT ART MUSEUM AND ART ASSOCIATION
    76 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 2,000
    NEWPORT COMMUNITY SCHOOL
    55 BROADWAY
    NEWPORT,RI02840
    NONE EXEMPT OPPORTUNITIES (ELO) PROGRAMMING 45,000
    NEWPORT COMMUNITY MENTAL HEALTH CENTER INC
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT CAPITAL - BUILDING IMPROVEMENTS 60,750
    NEWPORT COMMUNITY MENTAL HEALTH CENTER INC
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT ABSENTEEISM/TRUANCY REDUCTION 114,884
    NEWPORT COMMUNITY MENTAL HEALTH CENTER INC
    127 JOHNNY CAKE HILL ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT DEVELOPMENT/PLANNING 25,000
    NEWPORT COUNTY DEVELOPMENT COUNCIL
    35 VALLEY ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT NEWPORT COUNTY AND THE EAST BAY 73,000
    NEWPORT COUNTY DEVELOPMENT COUNCIL
    35 VALLEY ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT CODING COLLABORATION PROJECT 53,579
    NEWPORT COUNTY WOMENS RESOURCE CENTER
    114 TOURO ST
    NEWPORT,RI02840
    NONE EXEMPT VICTIMS OF DOMESTIC VIOLENCE 25,000
    NEWPORT FESTIVALS FOUNDATION
    150 EAST 69TH STREET 27K
    NEW YORK,NY10021
    NONE EXEMPT OPERATING - GENERAL 2,500
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 50,000
    NEWPORT FILM INC
    174 BELLEVUE AVE SUITE 314
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - CAPACITY BUILDING 35,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 10,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
    NONE EXEMPT CAPITAL - BUILDING RESTORATION 575,000
    NEWPORT HISTORICAL SOCIETY
    82 TOURO STREET
    NEWPORT,RI02840
    NONE EXEMPT CATALOGUING PROJECT 50,000
    NEWPORT HOSPITAL
    11 FRIENDSHIP STREET
    NEWPORT,RI02809
    NONE EXEMPT OPERATING - GENERAL 5,000
    NEWPORT PUBLIC LIBRARY
    300 SPRING STREET
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 5,000
    NEWPORT PUBLIC SCHOOLS
    15 WICKHAM ROAD
    NEWPORT,RI02840
    NONE EXEMPT PLACE-BASED LEARNING INITIATIVE 28,500
    CITY OF NEWPORT RI
    43 BROADWAY
    NEWPORT,RI02840
    NONE EXEMPT FLOOD HAZARD STUDY 8,000
    NIGHTINGALE BAMFORD SCHOOL
    20 EAST 92ND STREET
    NEW YORK,NY10128
    NONE EXEMPT OPERATING - GENERAL 10,000
    NORMAN BIRD SANCTUARY TRUST
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT MASTER PLANNING PROJECT 65,000
    NORMAN BIRD SANCTUARY TRUST
    583 THIRD BEACH ROAD
    MIDDLETOWN,RI02842
    NONE EXEMPT OPERATING - GENERAL 2,000
    OLIVER HAZARD PERRY RHODE ISLAND
    29 TOURO STREET
    NEWPORT,RI02840
    NONE EXEMPT EDUCATION AT SEA PROGRAM 36,400
    PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS
    350 E ERIE AVENUE
    PHILADELPHIA,PA19134
    NONE EXEMPT OPERATING - GENERAL 37,500
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101
    NONE EXEMPT OPERATING - GENERAL 2,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    1 SOUTH BROAD STREET 14TH FLOOR
    PHILADELPHIA,PA19107
    NONE EXEMPT OPERATING - GENERAL 25,000
    PORTSMOUTH UNITED METHODIST CHURCH
    2732 MAIN STREET
    PORTSMOUTH,RI02871
    NONE EXEMPT NEW GREENHOUSE 5,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT TO PILOT AN HISTORIC LANDSCAPE 45,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT FOR STRATEGIC PLANNING 50,000
    PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 22,000
    PUPPIES BEHIND BARS
    10 EAST 40TH STREET 19TH FLOOR
    NEW YORK,NY10016
    NONE EXEMPT OPERATING - GENERAL 2,000
    QUEEN ANNE SQUARE MAINTENANCE TRUST
    51 TOURO STREET
    NEWPORT,RI02840
    NONE EXEMPT ENDOWMENT 250,000
    RHODE ISLAND ARTS FOUNDATION AT NEWPORT INC
    850 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842
    NONE EXEMPT SUPPORT NEWPORT MUSIC FESTIVAL 20,000
    RI COMMUNITY FOOD BANK ASSOCIATION
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907
    NONE EXEMPT NEWPORT COUNTY PROGRAMS 95,000
    RHODE ISLAND COUNCIL FOR THE HUMANITIES
    131 WASHINGTON ST SUITE 210
    PROVIDENCE,RI02907
    NONE EXEMPT FOR THE CATALYZING CULTURE 179,390
    RHODE ISLAND SCHOOL OF DESIGN
    2 COLLEGE STREET
    PROVIDENCE,RI02903
    NONE EXEMPT STUDIO AT FORT ADAMS 52,489
    ROBERT POTTER LEAGUE FOR ANIMALS INC
    PO BOX 412
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 37,700
    SAILORS FOR THE SEA INC
    449 THAMES STREET 300D
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 2,500
    SALVE REGINA UNIVERSITY
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840
    NONE EXEMPT HISTORIC TREE & LANDSCAPE PROGRAM 100,000
    SAVE THE BAY INC
    100 SAVE THE BAY DRIVE
    PROVIDENCE,RI02905
    NONE EXEMPT EXPLORATION CENTER 6,900
    SAVE THE BAY INC
    100 SAVE THE BAY DRIVE
    PROVIDENCE,RI02905
    NONE EXEMPT AQUIDNECK ISLAND PROJECTS 35,000
    SHAKE-A-LEG INC
    152 MILL STREET
    NEWPORT,RI02840
    NONE EXEMPT ADAPTIVE SAILING PROGRAM 25,000
    SOCIAL VENTURE PARTNERS RHODE ISLAND
    460 HARRIS AVENUE 303
    PROVIDENCE,RI02909
    NONE EXEMPT BICYCLE FRIENDLY NEWPORT 112,000
    SOCIETY FOR CONSERVATION BIOLOGY
    1017 O STREET NW
    WASHINGTON,DC20001
    NONE EXEMPT RI POLLINATOR INITIATIVE 1,916
    SOUTHSIDE COMMUNITY LAND TRUST
    109 SOMERSET
    PROVIDENCE,RI02907
    NONE EXEMPT FINANCIAL SYSTEM ENHANCEMENTS 20,845
    SPENCE SCHOOL
    22 EAST 91ST STREET
    NEW YORK,NY10130
    NONE EXEMPT OPERATING - GENERAL 25,000
    ST ANDREWS EPISCOPAL CHURCH
    PO BOX 272
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 2,000
    ST BERNARD'S SCHOOL
    4 EAST 98TH STREET
    NEW YORK,NY10029
    NONE EXEMPT OPERATING - GENERAL 40,000
    ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
    55 VAUCLUSE AVENUE
    MIDDLETOWN,RI02842
    NONE EXEMPT OPERATING - GENERAL 5,000
    ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL
    55 VAUCLUSE AVENUE
    MIDDLETOWN,RI02842
    NONE EXEMPT CAPITAL - BUILDING RESTORATION 25,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 10,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840
    NONE EXEMPT TO SUPPORT A SCHOLARSHIP FUND 50,000
    ST JOSEPH OF CLUNY SISTER'S SCHOOL
    75 BRENTON ROAD
    NEWPORT,RI02840
    NONE EXEMPT TECHNOLOGY UPGRADES 18,352
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842
    NONE EXEMPT FOR HIGH SCHOOL SCHOLARSHIPS 13,400
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842
    NONE EXEMPT CAPACITY BUILDING PROJECT 2,500
    STREETSQUASH INC
    40 WEST 116TH STREET
    NEW YORK,NY10026
    NONE EXEMPT OPERATING - GENERAL 2,000
    STUDIO INCAMMINATI
    340 N 12TH STREET STE 400
    PHILADELPHIA,PA19107
    NONE EXEMPT OPERATING - GENERAL 5,000
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795
    NONE EXEMPT OPERATING - GENERAL 25,000
    COMPANY OF REDWOOD LIBRARY AND ATHENAEUM
    50 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT FINANCIAL SYSTEM ENHANCEMENTS 21,081
    COMPANY OF REDWOOD LIBRARY AND ATHENAEUM
    50 BELLEVUE AVENUE
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 1,000
    THE ISLAND SCHOOL
    PO BOX 1090
    BOCA GRANDE,FL33921
    NONE EXEMPT OPERATING - GENERAL 10,000
    THE NEWPORT TREE SOCIETY
    320 THAMES STREET 278
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - CAPACITY BUILDING 3,500
    THE NEWPORT TREE SOCIETY
    320 THAMES STREET 278
    NEWPORT,RI02840
    NONE EXEMPT FINANCIAL SYSTEM ENHANCEMENTS 21,200
    THE NEWPORT TREE SOCIETY
    320 THAMES STREET 278
    NEWPORT,RI02840
    NONE EXEMPT FOR STRATEGIC PLAN IMPLEMENTATION 50,000
    THE NEWPORT TREE SOCIETY
    320 THAMES STREET 278
    NEWPORT,RI02840
    NONE EXEMPT OPEN SPACE MASTER PLAN 50,000
    THE RI ASSOCIATION OF CONSERVATION DISTRICTS
    2283 HARTFORD AVE
    JOHNSTON,RI02919
    NONE EXEMPT TECHNICAL SUPPORT SERVICES 36,847
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111
    NONE EXEMPT TRUST COUNCIL PROGRAMMING 15,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111
    NONE EXEMPT FOOD POLICY COUNCIL PROGRAMMING 160,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH ST STE 700 LINCOLN PLAZA
    BOSTON,MA02111
    NONE EXEMPT RESOURCE ASSESSMENT SERVICES 6,500
    TRINITY CHURCH
    141 SPRING STREET
    NEWPORT,RI02840
    NONE EXEMPT OPERATING - GENERAL 5,000
    TRUSTEES OF COLUMBIA UNIVERSITY
    1172 AMSTERDAM AVENUE
    NEW YORK,NY10027
    NONE EXEMPT CENTER FOR URBAN REAL ESTATE 80,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN STREET
    ANDOVER,MA01810
    NONE EXEMPT PROGRAM SUPPORT 102,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    210 SOUTH 34TH STREET
    PHILADELPHIA,PA19104
    NONE EXEMPT CAPITAL - BUILDING IMPROVEMENTS 300,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    210 SOUTH 34TH STREET
    PHILADELPHIA,PA19104
    NONE EXEMPT OPERATING - GENERAL 27,500
    UNDERSEA SCIENCEENGINEERING FOUNDATION INC
    PO BOX 978
    PORTSMOUTH,RI02871
    NONE EXEMPT TO SUPPORT THE UNDERSEA TECHNOLOGY APPRENTICE PROGRAM 16,921
    UNIVERSITY OF RHODE ISLAND FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881
    NONE EXEMPT RI SHELLFISH MANAGEMENT PLAN 50,000
    UNIVERSITY OF RHODE ISLAND FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881
    NONE EXEMPT CLIMATE CHANGE ADAPTATION PROJECT 26,250
    UNIVERSITY OF RHODE ISLAND FOUNDATION
    79 UPPER COLLEGE RD
    KINGSTON,RI02881
    NONE EXEMPT INNER SPACE CENTER EXPLORERS 58,485
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871
    NONE EXEMPT COMPUTER EQUIPMENT 55,000
    VNS OF NEWPORT & BRISTOL COUNTIES
    1184 EAST MAIN ROAD
    PORTSMOUTH,RI02871
    NONE EXEMPT OPERATING - GENERAL 2,300
    WESLEYAN UNIVERSITY
    318 HIGH STREET
    MIDDLETOWN,CT06459
    NONE EXEMPT FINANCIAL AID PROGRAM 100,000
    WREXHAM FOUNDATION INC
    BOX 1913 YALE STATION
    NEW HAVEN,CT06520
    NONE EXEMPT OPERATING - GENERAL 5,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    NONE EXEMPT OPERATING - GENERAL 7,500
    Total .................................bullet 3a 6,364,462
    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 3,129,278  
    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.....     14 291,539  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 14,534,284  
    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 17,955,101 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1317,955,101
    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    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
    VAN BEUREN CLAT A
     

       
    C/O BRANDYWINE GROUP ADVISORS 501 M
     
    NEW YORK, NY10022

    $1,298,470


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

       
    C/O BRANDYWINE GROUP ADVISORS 501 M
     
    NEW YORK, NY10022

    $3,539,479


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

       
    C/O BRANDYWINE GROUP ADVISORS 501 M
     
    NEW YORK, NY10022

    $2,418,594


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

       
    C/O BRANDYWINE GROUP ADVISORS 501 M
     
    NEW YORK, NY10022

    $343,022


    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    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
    3
    60,179 SHS MSVT-CAMPBELL SOUP CO $ 2,418,594 2014-02-07
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    4
    8,535 SHS MSVT-CAMPBELL SOUP CO $ 343,022 2014-02-07
    (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
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    Employer identification number

    22-2773769
    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:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 28,193 28,193   0

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

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
     
    51 TOURO STREET
    NEWPORT,RI02840
    2014-10-01 250,000 TO SUPPORT THE ESTABLISHMENT OF THE QUEEN ANNE SQUARE MAINTENANCE ENDOWMENT FUND.   NONE 03/25/15 2015-03-25 NO INDEPENDENT VERIFICATION OF ANY REPORTS WILL BE MADE UNLESS THERE IS REASONABLE CAUSE TO QUESTION THE RELIABILITY OF SUCH REPORTS

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME OBLIGATIONS 9,104,498 9,104,498

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 81,832,900 81,832,900

    TY 2014 InvestmentsOtherSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BENEFICIAL INTEREST IN CLAT AT COST 71,258,720 71,258,720
    LIMITED PARTNERSHIPS AT COST 60,434,379 60,434,379

    TY 2014 LegalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 20,000 13,333   6,667


    TY 2014 OtherAssetsSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INCOME RECEIVABLE 199,331 217,132 217,132
    SECURITY DEPOSIT/PREPAID EXP 10,261 7,399 7,399
    PREPAID EXCISE TAX 107,373 133,997 133,997


    TY 2014 OtherDecreasesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE OPERATING EXPENSE 58,748 0   58,748
    FILING FEES 84 56   28
    INSURANCE 6,037 2,012   4,025
    NON DEDUCTIBLE EXP THRU PARTNERSHIP 7,466 0   0
    TRAINING 5,690 0   5,690
    COMMUNITY EVENTS 7,602 0   7,602
    SPECIAL INITIATIVES 47,652 0   47,652
    CONSULTING 6,015 0   6,015


    TY 2014 OtherIncomeSchedule2
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORD INCOME (LOSS) THRU PARTNERSHIPS 291,539 291,539 291,539


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 849,686 849,686   0


    TY 2014 TaxesSchedule
    Name:
    VAN BEUREN CHARITABLE FOUNDATION INC
    C/O BRANDYWINE GROUP ADV (PTS) INC
    EIN: 22-2773769
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 147,376 0   0
    PAYROLL TAXES 23,337 0   23,337