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
JOHN GRAHAM FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1201 THIRD AVE SUITE 4900   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981013099
A Employer identification number

91-6339306
B Telephone number (see instructions)

(206) 359-8555
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,589,416J 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).............. 65,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 41,469 41,242  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,309
b Gross sales price for all assets on line 6a 372,381
7 Capital gain net income (from Part IV, line 2)... 75,309
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 160    
12 Total. Add lines 1 through 11........ 181,938 116,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,175 4,658   518
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 4,187 3,769 0 419
b Accounting fees (attach schedule)....... Click to see attachment 1,405 1,265 0 141
c Other professional fees (attach schedule).... Click to see attachment 12,617 12,617   12,617
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 367 367   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,776 22,676 0 13,720
25 Contributions, gifts, grants paid........ 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 273,776 22,676 0 263,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -91,838
b Net investment income (if negative, enter -0-) 93,875
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 250 1,814 1,814
2 Savings and temporary cash investments.......... 124,081 134,003 134,003
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 96,732 Click to see attachment57,067 61,189
b Investments—corporate stock (attach schedule)........ 343,667 Click to see attachment302,836 573,109
c Investments—corporate bonds (attach schedule)........ 306,012 Click to see attachment321,246 342,628
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 436,656 Click to see attachment397,637 476,673
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,307,398 1,214,603 1,589,416
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,307,398 1,214,603
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,307,398 1,214,603
31 Total liabilities and net assets/fund balances (see instructions).. 1,307,398 1,214,603
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,307,398
2 Enter amount from Part I, line 27a..................... 2 -91,838
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 202
4 Add lines 1, 2, and 3.......................... 4 1,215,762
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,159
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,214,603
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 60. GENERAL MILLS   2006-07-21 2014-01-08
b 46. KRAFT FOODS GROUP   2013-02-04 2014-01-08
c 58. KRAFT FOODS GROUP   2009-05-19 2014-01-08
d 1. MALLINCKRODT PLC   2009-06-08 2014-01-22
e 25000. US TREASURY NOTE 4% DUE 2/15/2014   2006-02-02 2014-02-15
20. EMC CORP   2012-09-25 2014-02-25
245. EMC CORP   2010-11-09 2014-02-25
165. FORD MOTOR CO   2013-06-12 2014-02-25
25. FORD MOTOR CO   2013-02-04 2014-02-25
138. MARATHON OIL CORP COM   2007-02-08 2014-02-25
45. TIME WARNER INC NEW   2009-08-05 2014-02-25
106. ACCENTURE PLC F   2011-05-17 2014-02-25
20. ALPS ALERIAN MLF ETF   2012-09-13 2014-02-28
18. AT&T INC   2012-05-30 2014-02-28
12. ALLERGAN, INC.   2012-03-14 2014-02-28
3. AMAZON COM INC COM   2008-05-21 2014-02-28
18. AMERICAN TOWER REIT INC   2009-10-09 2014-02-28
5. ANHEUSER-BUSCH ADR   2010-10-12 2014-02-28
6. APPLE, INC.   2005-09-08 2014-02-28
12. BERKSHIRE HATHAWAY CL B   2011-02-03 2014-02-28
5. BLACKROCK, INC.   2010-05-27 2014-02-28
14. BOEING CO   2009-09-15 2014-02-28
7. CVS HEALTH CORPORATION   2014-01-08 2014-02-28
8. CELGENE CORP   2013-01-15 2014-02-28
27. CERNER CORPORATION   2012-06-13 2014-02-28
10. CHEVRON CORPORATION   2013-03-20 2014-02-28
41. CISCO SYSTEMS INC   2013-03-20 2014-02-28
36. CITIGROUP INC   2013-06-12 2014-02-28
18. COGNIZANT TECHNOLOGY SOLUTIO NS   2006-01-03 2014-02-28
23. COLGATE PALMOLIVE CO COM   2013-10-17 2014-02-28
17. COSTCO WHSL CORP NEW COM   1998-01-06 2014-02-28
12. DANAHER CORP DEL COM   2014-01-08 2014-02-28
8. WALT DISNEY CO   2013-10-24 2014-02-28
21. DISCOVER FINANCIAL SERVICES   2011-07-05 2014-02-28
4. DISCOVER FINANCIAL SERVICES   2011-05-13 2014-02-28
15. EOG RESOURCES INC   2012-04-12 2014-02-28
27. EBAY INC   2011-07-26 2014-02-28
19. ECOLAB INC COM   2002-04-08 2014-02-28
10. EXXON MOBIL CORP   2012-10-11 2014-02-28
2. EXXON MOBIL CORP   2005-09-20 2014-02-28
9. FEDEX CORP COM   2012-03-14 2014-02-28
27. FIDELITY NATIONAL INFO SERVI CES   2009-08-05 2014-02-28
40. FORD MOTOR CO   2013-02-04 2014-02-28
51. GENERAL ELECTRIC CO COM   2011-11-23 2014-02-28
13. GENERAL ELECTRIC CO COM   2009-04-27 2014-02-28
16. GENERAL MILLS   2006-07-21 2014-02-28
13. GILEAD SCIENCES INC   2013-08-02 2014-02-28
2. GOOGLE INC. CLASS A   2005-06-03 2014-02-28
4. HESS CORPORATION   2011-01-04 2014-02-28
18. HOME DEPOT INC COM   2010-03-15 2014-02-28
17. HONEYWELL INTL INC COM   2013-03-20 2014-02-28
21. INTEL CORP COM   2009-08-05 2014-02-28
66. ISHARES MCSI PACIFIC EX-JAPA N   2009-01-06 2014-02-28
83. ISHARES MSCI EAFE INDEX FUND   2012-04-09 2014-02-28
93. ISHARES MSCI EAFE INDEX FUND   2012-01-20 2014-02-28
63. ISHARES RUSSELL MIDCAP VALUE   2013-04-11 2014-02-28
52. ISHARES CORE S&P MIDCAP ETF   2010-03-15 2014-02-28
31. ISHARES CORE S&P MIDCAP ETF   2010-07-14 2014-02-28
13. CEF ISHARES S&P SMALLCAP 600 GROWTH INDEX FUND   2010-01-22 2014-02-28
9. ISHARES BARCLAYS 3 - 7 YR TR EASURY BD ETF   2012-09-13 2014-02-28
8. JPMORGAN CHASE & CO   2008-01-25 2014-02-28
11. JPMORGAN CHASE & CO   2009-09-15 2014-02-28
11. JOHNSON & JOHNSON   2011-11-23 2014-02-28
8. LINKEDIN CORP   2012-02-17 2014-02-28
19. MARSH & MCLENNAN COS INC COM   2008-07-28 2014-02-28
24. MARRIOTT INTERNATIONAL INC C LASS A NEW   2011-03-28 2014-02-28
4. MCKESSON CORPORATION   2014-02-25 2014-02-28
31. METLIFE INC   2013-02-04 2014-02-28
28. MICROSOFT CORP   2008-12-08 2014-02-28
22. MONDELEZ INTERNATIONAL INC   2009-05-19 2014-02-28
10. NATIONAL OILWELL VARCO INC   2008-01-14 2014-02-28
10. NEXTERA ENERGY INC   2011-07-01 2014-02-28
11. OCCIDENTAL PETROLEUM CORP   2010-03-26 2014-02-28
28. ORACLE CORP COM   2008-09-24 2014-02-28
19. PEPSICO INC   2002-04-08 2014-02-28
43. PFIZER INC COM   2010-01-22 2014-02-28
80. ETF POWERSHARES   2013-04-11 2014-02-28
12. ETF POWERSHARES   2010-03-15 2014-02-28
24. POWERSHARES ETF FTSE RAFI US 1000 PORTFOLIO   2013-11-05 2014-02-28
11. PRAXAIR INC COM   2002-06-17 2014-02-28
1. PRICELINE GROUP INC.   2011-08-25 2014-02-28
29. QUALCOMM INC COM   2006-08-01 2014-02-28
16. RIO TINTO PLC SPONSORED ADR   2011-03-28 2014-02-28
9. ROPER INDUSTRIES INC   2011-08-25 2014-02-28
14. SPDR S&P EMERGING ASIA PACIF IC ETF   2012-01-20 2014-02-28
16. SPDR BARCLAYS SHORT TERM HIG H YIELD BOND ETF   2013-09-16 2014-02-28
17. SCHLUMBERGER LTD   2005-08-26 2014-02-28
21. STARBUCKS CORP   2012-09-25 2014-02-28
9. STERICYCLE INC   2006-12-06 2014-02-28
11. TRW AUTOMOTIVE HOLDINGS   2014-02-25 2014-02-28
14. THERMO FISHER SCIENTIFIC INC   2009-05-19 2014-02-28
14. TIME WARNER INC NEW   2009-08-05 2014-02-28
25. US BANCORP   2011-07-26 2014-02-28
11. UNION PACIFIC CORP   2011-02-03 2014-02-28
17. UNITED TECHNOLOGIES CORP COM   2006-08-14 2014-02-28
21. VF CORPORATION   2012-07-02 2014-02-28
8. VALERO ENERGY CORP   2014-02-25 2014-02-28
11. VANGUARD DIVIDEND APPRECIATI ON ETF   2012-09-13 2014-02-28
21. ETF VANGUARD FTSE US   2009-10-09 2014-02-28
68. ETF VANGUARD EMERGING MKTS   2009-01-06 2014-02-28
43. VANGUARD FTSE EUROPE ETF   2013-12-20 2014-02-28
3. VANGUARD SHORT-TERM CORPORAT E BOND ETF   2012-12-21 2014-02-28
11. VANGUARD LARGE CAP ETF   2012-12-21 2014-02-28
24. VANGUARD GROWTH ETF   2013-11-05 2014-02-28
24. VANGUARD SMALL CAP ETF   2013-04-11 2014-02-28
16. VERIZON COMMUNICATIONS   2007-11-06 2014-02-28
7. VISA INC   2012-12-03 2014-02-28
2. VISA INC   2012-05-23 2014-02-28
29. WELLS FARGO & CO   2010-04-27 2014-02-28
19. WHOLE FOODS MARKET INC   2013-10-17 2014-02-28
15. WEC ENERGY GROUP, INC   2010-09-02 2014-02-28
10. WISDOMTREE TRUST ETF   2012-09-13 2014-02-28
11. ACTAVIS PLC   2013-03-20 2014-02-28
10. COVIDIEN PLC   2009-06-08 2014-02-28
5. EATON CORP PLC   2013-10-24 2014-02-28
8. MICHAEL KORS HOLDINGS LTD   2014-02-25 2014-02-28
20000. GCB HEWLETT-PACKARD GLOBAL N T 6.125% DUE 3/1/14   2008-12-04 2014-03-01
14. ACTAVIS PLC   2013-03-20 2014-03-11
10. ACTAVIS PLC   2011-06-07 2014-03-11
10000. BOEING COMPANY 5% DUE 3/15/1 4   2010-08-25 2014-03-15
117. AT&T INC   2012-05-30 2014-03-25
70. CISCO SYSTEMS INC   2013-03-20 2014-03-25
230. CISCO SYSTEMS INC   2012-07-02 2014-03-25
16608. US TIPS 1.25% DUE 4/15/2014   2009-09-23 2014-04-15
48. WHOLE FOODS MARKET INC   2013-10-17 2014-05-20
50. WHOLE FOODS MARKET INC   2014-02-25 2014-05-20
189. IPATH S&P 500 DYNAMIC   2012-09-13 2014-05-21
31. IPATH S&P 500 DYNAMIC   2014-02-28 2014-05-21
87. VANGUARD DIVIDEND APPRECIATI ON ETF   2012-09-13 2014-05-21
77. VANGUARD DIVIDEND APPRECIATI ON ETF   2012-12-21 2014-05-21
100. WISDOMTREE TRUST ETF   2012-09-13 2014-05-21
85. WISDOMTREE TRUST ETF   2012-12-21 2014-05-21
14. ALLERGAN, INC.   2012-03-14 2014-06-06
10. CHEVRON CORPORATION   2013-03-20 2014-06-06
10. CHEVRON CORPORATION   2006-07-03 2014-06-06
46. RIO TINTO PLC SPONSORED ADR   2011-03-28 2014-06-06
39. RIO TINTO PLC SPONSORED ADR   2013-02-04 2014-06-06
.75 TIME INC   2009-08-05 2014-06-17
36. LINKEDIN CORP   2012-02-17 2014-06-25
137. ORACLE CORP COM   2008-09-24 2014-06-25
10. TIME INC   2009-08-05 2014-06-25
15. NOW INC   2008-01-14 2014-07-03
36. ISHARES MCSI PACIFIC EX-JAPA N   2009-01-06 2014-07-15
25. ISHARES MCSI PACIFIC EX-JAPA N   2009-04-27 2014-07-15
23. SPDR S&P EMERGING ASIA PACIF IC ETF   2012-01-20 2014-07-15
42. ETF VANGUARD FTSE US   2009-10-09 2014-07-15
82. ETF VANGUARD EMERGING MKTS   2009-01-06 2014-07-15
76. POWERSHARES ETF FTSE RAFI US 1000 PORTFOLIO   2013-11-05 2014-08-08
59. VANGUARD GROWTH ETF   2013-11-05 2014-08-08
74. EATON CORP PLC   2013-10-24 2014-09-18
59. VANGUARD GROWTH ETF   2013-11-05 2014-10-16
193. SPDR BARCLAYS SHORT TERM HIG H YIELD BOND ETF   2013-09-16 2014-12-10
29. CALIFORNIA RESOURCES CORP   2014-12-01 2014-12-11
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,934   1,574 1,360
b 2,482   2,139 343
c 3,129   1,532 1,597
d 61   35 26
e 25,000   24,032 968
511   554 -43
6,260   5,463 797
2,501   2,589 -88
379   325 54
4,693   3,837 856
2,914   1,153 1,761
8,822   5,986 2,836
339   305 34
569   611 -42
1,540   1,122 418
1,079   240 839
1,447   661 786
515   310 205
3,178   300 2,878
1,367   994 373
1,518   848 670
1,798   731 1,067
499   485 14
1,289   784 505
1,655   1,091 564
1,157   1,204 -47
890   890  
1,727   1,813 -86
1,859   454 1,405
1,425   1,434 -9
1,966   381 1,585
916   922 -6
637   545 92
1,186   568 618
226   97 129
2,812   1,575 1,237
1,572   924 648
2,022   327 1,695
958   916 42
192   130 62
1,190   831 359
1,500   659 841
603   519 84
1,296   757 539
330   158 172
792   420 372
1,083   801 282
2,437   562 1,875
309   310 -1
1,472   587 885
1,592   1,270 322
511   398 113
3,095   1,796 1,299
5,601   4,392 1,209
6,276   4,822 1,454
4,269   3,639 630
7,136   4,048 3,088
4,254   2,337 1,917
1,543   746 797
1,084   1,111 -27
450   354 96
618   483 135
1,000   686 314
1,694   735 959
905   508 397
1,285   811 474
691   710 -19
1,564   1,169 395
1,056   582 474
736   358 378
744   721 23
900   580 320
1,049   897 152
1,083   565 518
1,491   891 600
1,373   828 545
7,888   6,249 1,639
1,183   674 509
1,986   1,897 89
1,421   300 1,121
1,355   487 868
2,168   1,000 1,168
908   1,107 -199
1,204   632 572
1,055   1,013 42
488   490 -2
1,577   697 880
1,487   1,082 405
1,010   329 681
904   899 5
1,744   502 1,242
921   359 562
1,023   673 350
1,966   1,036 930
1,976   1,039 937
1,225   694 531
380   411 -31
813   658 155
2,241   1,726 515
2,657   1,745 912
2,580   2,445 135
232   241 -9
935   721 214
2,282   2,110 172
2,719   2,196 523
749   654 95
1,579   1,048 531
451   236 215
1,331   951 380
1,012   1,190 -178
646   425 221
398   413 -15
2,485   993 1,492
709   448 261
368   337 31
789   806 -17
20,000   20,250 -250
2,960   1,264 1,696
2,114   637 1,477
10,000   11,235 -1,235
4,029   3,974 55
1,527   1,519 8
5,018   3,928 1,090
15,000   16,608 -1,608
1,789   3,007 -1,218
1,863   2,677 -814
5,668   10,343 -4,675
930   995 -65
6,591   5,203 1,388
5,833   4,602 1,231
4,105   4,125 -20
3,489   3,414 75
2,317   1,309 1,008
1,242   1,204 38
1,242   630 612
2,456   3,182 -726
2,082   2,217 -135
17   6 11
6,038   3,308 2,730
5,573   2,764 2,809
242   84 158
539   393 146
1,796   980 816
1,247   673 574
1,947   1,664 283
4,616   3,452 1,164
3,630   2,104 1,526
6,549   6,008 541
5,708   5,188 520
4,928   4,987 -59
5,482   5,188 294
5,574   5,908 -334
166   207 -41
      193
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,360
b       343
c       1,597
d       26
e       968
      -43
      797
      -88
      54
      856
      1,761
      2,836
      34
      -42
      418
      839
      786
      205
      2,878
      373
      670
      1,067
      14
      505
      564
      -47
       
      -86
      1,405
      -9
      1,585
      -6
      92
      618
      129
      1,237
      648
      1,695
      42
      62
      359
      841
      84
      539
      172
      372
      282
      1,875
      -1
      885
      322
      113
      1,299
      1,209
      1,454
      630
      3,088
      1,917
      797
      -27
      96
      135
      314
      959
      397
      474
      -19
      395
      474
      378
      23
      320
      152
      518
      600
      545
      1,639
      509
      89
      1,121
      868
      1,168
      -199
      572
      42
      -2
      880
      405
      681
      5
      1,242
      562
      350
      930
      937
      531
      -31
      155
      515
      912
      135
      -9
      214
      172
      523
      95
      531
      215
      380
      -178
      221
      -15
      1,492
      261
      31
      -17
      -250
      1,696
      1,477
      -1,235
      55
      8
      1,090
      -1,608
      -1,218
      -814
      -4,675
      -65
      1,388
      1,231
      -20
      75
      1,008
      38
      612
      -726
      -135
      11
      2,730
      2,809
      158
      146
      816
      574
      283
      1,164
      1,526
      541
      520
      -59
      294
      -334
      -41
       
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 75,309
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 300,452 1,611,847 0.186402
2012 215,579 1,664,746 0.129497
2011 200,918 1,688,728 0.118976
2010 200,415 1,657,645 0.120903
2009 250,279 1,582,406 0.158164
2 Total of line 1, column (d) ...................... 2 0.713942
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 0.142788
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,582,535
5 Multiply line 4 by line 3....................... 5 225,967
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 939
7 Add lines 5 and 6......................... 7 226,906
8 Enter qualifying distributions from Part XII, line 4.............. 8 263,720
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 1 939
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........................... 3 939
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- ..... 5 939
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 300
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 861
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet861 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    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 addressbullet  
    14
    The books are in care ofbulletTHOMAS C GORES Telephone no.bullet (206) 359-8555
    Located atbullet1201 THIRD AVENUE SUITE 4900SEATTLEWA ZIP+4bullet98101
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PERKINS COIE TRUST COMPANY AGENT
    3     		5,175    
    1201 THIRD AVE SUITE 4900
    SEATTLE,WA98101
    THOMAS C GORES TRUSTEE
    1     		0    
    1201 THIRD AVE SUITE 4900
    SEATTLE,WA98101
    J KEVIN CALLAGHAN TRUSTEE
    1     		0    
    1201 THIRD AVE SUITE 4900
    SEATTLE,WA98101
    STANLEY D SAVAGE TRUSTEE
    1     		0    
    1201 THIRD AVE SUITE 4900
    SEATTLE,WA98101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,606,251
    b
    Average of monthly cash balances.......................
    1b
    384
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,606,635
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,606,635
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,100
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,582,535
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    79,127
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    79,127
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    939
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    939
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    78,188
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    78,188
    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
    78,188
    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
    263,720
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    263,720
    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
    939
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    262,781
    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 78,188
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 171,821
    b From 2010....... 118,339
    c From 2011....... 117,235
    d From 2012....... 133,686
    e From 2013....... 220,460
    fTotal of lines 3a through e......... 761,541
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 263,720
    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..... 78,188
    e Remaining amount distributed out of corpus 185,532
    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 5 947,073
    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) ...     		171,821
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		775,252
    10 Analysis of line 9:
    a Excess from 2010.... 118,339
    b Excess from 2011.... 117,235
    c Excess from 2012.... 133,686
    d Excess from 2013.... 220,460
    e Excess from 2014.... 185,532
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BROADWAY BOUND CHILDREN'S
    THEATRE
    717 N 36TH STREET
    SEATTLE,WA981038804     		NONE PC PROGRAM SERVICE SUPPORT 25,000
    PACIFIC NORTHWEST BALLET
    301 MERCER STREET
    SEATTLE,WA98109     		NONE PC PROGRAM SERVICE SUPPORT 25,000
    SEATTLE SYMPHONY ORCHESTRA
    PO BOX 21906
    SEATTLE,WA981113906     		NONE PC PROGRAM SERVICE SUPPORT 50,000
    SEATTLE OPERA ASSOCIATION
    PO BOX 9248
    SEATTLE,WA981090248     		NONE PC PROGRAM SERVICE SUPPORT 50,000
    SEATTLE REPERTORY THEATRE
    155 MERCER STREET
    SEATTLE,WA981084639     		NONE PC PROGRAM SERVICE SUPPORT 50,000
    ARTSFUND
    10 HARRISON STREET SUITE 200
    SEATTLE,WA98109     		NONE PC PROGRAM SERVICE SUPPORT 25,000
    ACT THEATRE
    700 UNION STREET
    SEATTLE,WA98101     		NONE PC PROGRAM SERVICE SUPPORT 25,000
    Total .................................bullet 3a 250,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 41,469  
    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 75,309  
    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)..   116,938  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13116,938
    (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
    JOHN GRAHAM FOUNDATION
     
    Employer identification number

    91-6339306
    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
    JOHN GRAHAM FOUNDATION
          		Employer identification number

    91-6339306
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JOHN GRAHAM TRUST  
    1201 THIRD AVE SUITE 4800
    SUITE 4900
    SEATTLE, WA98101

    		$65,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

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

    91-6339306
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    JOHN GRAHAM FOUNDATION
          		Employer identification number

    91-6339306
    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:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,405 1,265   141

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EMERSON ELEC 4.875% 10/15/19 11,028 11,117
    GE 5.625% 09/15/17 24,635 27,751
    HONEYWELL INTL 5.3% 03/01/18 24,527 27,732
    SYSCO CORP 2/18 5.25% 24,157 27,738
    DEERE JOHN 5.35% 04/03/18 24,828 27,893
    CISCO SYS 5.5% 02/22/16 19,745 21,100
    COSTCO NOTE 5.5% 03/15/17 20,207 21,886
    UNITED TECH 4.875% 05/01/15 20,059 20,280
    CATERPILLAR 5.45% 04/15/15 19,641 22,322
    COCA COLA 5.35% 11/15/17 11,629 11,089
    PFIZER 6.2% 03/15/19 10,865 11,634
    BECTON DICKINSON 5% 05/15/19 10,714 11,059
    CONOCOPHILLIPS 5.2% 05/15/18 10,927 11,057
    MCDONALD 5% 02/01/19 10,931 11,128
    OCCIDENTAL PETRO 4.1% 02/01/21 9,980 10,612
    ORACLE 5.75% 04/15/18 11,351 11,305
    WALMART 3.625% 07/08/20 9,666 10,679
    PRAXAIR INC 1.25% DUE 11/7/201 14,573 14,654
    PRECISION CASTPARTS CORP 1.28% 4,940 4,940
    UNILEVER CAPITAL CORP 4.8% DUE 16,841 16,667
    INTEL CORP 1.35% 5.3% DUE 3/1/ 10,002 9,985

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COSTCO WHOLESALE 2,019 12,758
    MICROSOFT CORP 4,514 10,080
    PEPSICO INC 4,128 8,321
    CHEVRON CORPORATION 2,962 5,272
    EXXON MOBIL 5,196 7,396
    GOOGLE INC 1,544 5,837
    JP MORGAN CHASE & CO 5,883 8,386
    JOHNSON & JOHNSON 6,864 12,026
    GENERAL MILLS 2,728 5,546
    QUALCOMM INC 4,860 10,481
    TIME WARNER INC 2,114 7,346
    UNITED TECHNOLOGIES 5,194 9,775
    BOEING CO 3,447 8,579
    METLIFE INC 6,397 9,412
    VERIZON COMMUNICATIONS 3,613 4,631
    AMAZON.COM 3,257 6,207
    APPLE INC 1,250 19,317
    MARSH & MCLENNAN COS 3,452 7,384
    NATIONAL OILWELL VARCO INC 3,903 3,932
    AMERICAN TOWER CORP 3,266 8,798
    FIDELITY NATIONAL INFO 3,932 10,014
    GENERAL ELECTRIC CO 4,975 10,361
    INTEL CORP 2,806 5,371
    THERMO FISHER SCIENTIFIC 3,194 11,151
    BLACKROCK, INC 4,239 8,939
    HOME DEPOT INC 2,771 8,922
    OCCIDENTAL PETROLEUM 5,731 5,885
    PFIZER INC 5,509 8,909
    WELLS FARGO & CO 6,296 10,525
    BERKSHIRE HATHAWAY CL B 6,638 12,162
    DISCOVER FINANCIAL SERVICES 5,000 13,491
    EBAY INC 3,354 5,500
    HESS CORPORATION 5,884 5,241
    HONEYWELL INTL INC 5,119 8,593
    MARRIOTT INTERNATIONAL INC 3,716 8,583
    NEXTERA ENERGY INC 4,237 7,759
    PRICELINE.COM INC 3,898 9,122
    ROPER INDUSTRIES INC 3,443 7,661
    US BANCORP 4,248 7,776
    UNION PACIFIC CORP 4,052 10,245
    ALLERGAN INC 3,700 8,504
    CERNER CORPORATION 5,308 8,858
    EOG RESOURCES INC 3,990 6,997
    FEDEX CORP 4,824 9,204
    MONDELEZ INTERNATIONAL INC 2,508 5,594
    PRAXAIR INC 1,553 7,385
    STARBUCKS CORP 7,261 10,831
    VISA INC 5,176 11,799
    CELGENE CORP 3,527 8,054
    CITIGROUP INC 6,143 7,467
    COLGATE PALMOLIVE CO 6,048 6,711
    DANAHER 6,325 7,200
    DISNEY WALT CO 5,245 7,253
    FORD MOTOR CO 3,985 4,759
    GILEAD SCIENCES 6,128 8,483
    TRW AUTOMOTIVE HOLDINGS 5,229 6,582
    COGNIZANT TECHNOLOGY SOLUTIONS 2,397 10,005
    BORG WARNER INC 5,419 4,671
    CVS HEALTH CORPORATION 4,715 6,549
    ECOLAB INC COM 1,582 9,616
    FACEBOOK INC 5,990 7,022
    FLUOR CORP NEW 4,320 3,335
    GOOGLE INC 1,548 5,790
    HEWLETT PACKARD CO COM 6,545 8,146
    LAM RESEARCH 5,084 7,537
    MCKESSON CORPORATION 5,500 6,435
    WEC ENERGY GROUP INC 3,033 5,643
    YAHOO INC 3,871 5,304
    VF CORPORATION 4,062 9,213
    VALERO ENERGY CORP 4,468 4,307
    STERICYCLE INC 1,719 6,161

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    US Government Securities - End of Year Book Value:

    57,067
    US Government Securities - End of Year Fair Market Value:

    61,189
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ETF POWERSHARES AT COST 17,924 33,949
    ELEMENTS ROGERS TOTAL RETURN AT COST 34,055 27,556
    ANHEUSER-BUSCH ADR AT COST 1,986 3,594
    SCHLUMBERGER LTD AT COST 3,035 6,320
    ALP ALERIAN MLF ETF AT COST 5,131 5,957
    ISHARES CORE S&P MIDCAP ETF AT COST 22,783 44,454
    ISHARES 3-7 YR BD ETF AT COST 23,582 23,361
    SPDR S&P EMERGING ASIA AT COST 7,595 8,758
    VANGUARD EMERGING MARKETS AT COST 8,211 12,806
    VANGUARD LARGE CAP ETF AT COST 12,067 17,368
    COVIDIEN PLC AT COST 2,733 6,239
    CEF ISHARES S&P SCAP AT COST 2,697 5,752
    POWERSHARES ETF 1000 AT COST 6,008 6,949
    VANGUARD FTSE EUROPE ETF AT COST 16,660 15,356
    VANGUARD SMALL CAP AT COST 8,786 11,199
    ACTAVIS PLC AT COST 3,567 14,415
    MICHAEL KORS HOLDINGS LTD AT COST 5,239 3,905
    STRATASYS LTD AT COST 5,163 3,324
    VANGUARD SHORT-TERM BD ETF AT COST 5,492 5,437
    ETF VANGUARD DEVELOPED MARK ET AT COST 12,105 10,796
    VANGUARD WHITEHALL ETF AT COST 5,586 5,569
    ETF VANGUARD FTSE US AT COST 12,739 14,773
    ISHARES MCSI PACIFIC EX-JAPAN AT COST 9,557 15,602
    ISHARES MSCI EAFE INDEX FUND AT COST 63,952 77,084
    ETF POWERSHARES S&P500 AT COST 31,455 31,309
    VANGUARD SHORT-TERM CORPORATE AT COST 29,103 28,826
    ISHARES RUSSELL MIDCAP VALUE AT COST 13,400 17,112
    IPATH DJ-UBS COMMDTY ETN AT COST 27,026 18,903

    TY 2014 LegalFeesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 4,187 3,769   419


    TY 2014 OtherDecreasesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WA STATE RENEWAL FEE 25 0   25


    TY 2014 OtherIncomeSchedule2
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    2013 IRS REFUND 160 0  


    TY 2014 OtherIncreasesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-SUBJECT T 12,617 12,617   12,617


    TY 2014 TaxesSchedule
    Name:
    JOHN GRAHAM FOUNDATION
    EIN: 91-6339306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 311 311   0
    FOREIGN TAXES ON NONQUALIFIED 56 56   0