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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
ELIZABETH C POOL CHARITABLE TR UMA
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

91-6577853
B Telephone number (see instructions)

(503) 464-3580
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$3,919,931J 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) 1,495,520
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 41,043 41,043  
5a Gross rents.............. 40,581 40,581 40,581
b Net rental income or (loss) 14,563
6a Net gain or (loss) from sale of assets not on line 10 29,515
b Gross sales price for all assets on line 6a 1,067,513
7 Capital gain net income (from Part IV, line 2)... 29,515
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,606,659 111,139 40,581
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,534 27,480   3,053
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 947 947   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 26,043     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,524 28,427 0 3,078
25 Contributions, gifts, grants paid........ 122,795 122,795
26 Total expenses and disbursements. Add lines 24 and 25 180,319 28,427 0 125,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,426,340
b Net investment income (if negative, enter -0-) 82,712
c Adjusted net income (if negative, enter -0-)... 40,581
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 15,630 110,186 110,186
3 Accounts receivable bullet81
Less: allowance for doubtful accounts bullet   3,953 81 81
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 899,657 Click to see attachment859,831 968,055
c Investments—corporate bonds (attach schedule)........ 598,373 Click to see attachment537,307 532,441
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment367,342 2,309,168
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) 1,517,613 1,874,747 3,919,931
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......... 1,517,613 1,874,747
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 page 17 of the
instructions).................... 1,517,613 1,874,747
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,517,613 1,874,747
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 1,517,613
2 Enter amount from Part I, line 27a..................... 2 1,426,340
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,206
4 Add lines 1, 2, and 3.......................... 4 2,946,159
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,071,412
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,874,747
Form 990-PF (2013)
Form 990-PF (2013)
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 523.536 ABERDEEN FDS EMRGN   2012-10-02 2013-11-01
b 772. IPATH DOW JONES UBS COMMODITY   2012-04-02 2013-11-01
c 260. IPATH DOW JONES UBS COMMODITY   2013-08-28 2013-11-01
d 100. COACH INC   2013-08-28 2013-11-01
e 2121.051 CREDIT SUISSE COMM RET ST CO   2013-05-07 2013-11-01
2974.971 CREDIT SUISSE COMM RET ST CO   2012-04-02 2013-11-01
45. CUMMINS INC   2012-08-29 2013-11-01
6. GOOGLE INC CL A   2013-05-07 2013-11-01
137. J P MORGAN CHASE & CO   2012-04-02 2013-11-01
135. LOWES COMPANIES INC   2013-03-22 2013-11-01
70. NATIONAL-OILWELL INC   2013-08-28 2013-11-01
29. NATIONAL-OILWELL INC   2012-04-02 2013-11-01
1394.237 NUVEEN REAL ESTATE SECS I   2011-10-17 2013-11-01
67.752 NUVEEN REAL ESTATE SECS I   2012-04-02 2013-11-01
498.504 NUVEEN SHORT TERM BOND FUND CL I   2012-10-02 2013-11-01
122.806 NUVEEN SMALL CAP GWTH OPP CL I   2012-10-02 2013-11-01
.203 NUVEEN SMALL CAP GWTH OPP CL I   2012-04-02 2013-11-01
45.454 NUVEEN SMALL CAP GWTH OPP CL I   2013-05-07 2013-11-01
45. PERRIGO CO   2013-07-02 2013-11-01
420.087 ROBECO BOSTON PARTNERS L S RSRCH   2013-07-02 2013-11-01
165.782 T ROWE PRICE MID CAP VALUE FD INC   2009-10-23 2013-11-01
325. SCHWAB CHARLES CORP   2012-08-29 2013-11-01
70. VARIAN MED SYS INC   2012-08-29 2013-11-01
60. ACE LTD   2013-07-02 2013-11-01
41. MOLEX INC CL A   2012-04-02 2013-12-09
50000. CLARK CNTY NV SCH 5.000% 6/15/15   2006-01-20 2013-12-15
.5 ONE GAS INC W I   2012-04-02 2014-03-14
938.42 ABERDEEN FDS EMRGN   2012-10-02 2014-04-22
904.259 AMERICAN CENTY INTL BOND FD INSTL   2013-07-02 2014-04-22
130. ISHARES MSCI EMERGING MARKETS ETF   2013-07-02 2014-04-22
34. MONDELEZ INTERNATIONAL W I   2012-04-02 2014-04-22
100. MONSTER BEVERAGE CORP   2013-01-08 2014-04-22
612.158 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2013-08-28 2014-04-22
2840.635 NUVEEN CORE PLUS BOND I   2012-10-02 2014-04-22
2048.32 NUVEEN SHORT TERM BOND FUND CL I   2012-10-02 2014-04-22
11. ONE GAS INC W I   2012-04-02 2014-04-22
46. ONEOK INC   2012-04-02 2014-04-22
2380.926 P I M C O FDS TOTAL RETURN FD   2012-10-02 2014-04-22
1971.33 ROBECO BOSTON PARTNERS L S RSRCH   2013-08-28 2014-04-22
130. SPDR DOW JONES INTERNATIONAL ETF   2013-08-28 2014-04-22
1008. SPDR DOW JONES INTERNATIONAL ETF   2011-06-16 2014-04-22
567.087 SCOUT INTERNATIONAL FUND   2011-11-17 2014-04-22
24. STARBUCKS CORP   2012-04-02 2014-04-22
115. WELLS FARGO & CO NEW   2013-07-19 2014-04-22
75. YUM BRANDS INC   2013-11-01 2014-04-22
75. EATON CORP PLC   2013-11-01 2014-04-22
37. EATON CORP PLC   2012-11-30 2014-04-22
1598.555 ABERDEEN FDS EMRGN   2013-03-22 2014-04-25
595.192 LAUDUS INTERNATIONAL MARKETMASTERS   2013-07-19 2014-04-25
.25 NOW INC DE W I   2014-04-22 2014-06-23
356.379 AMERICAN CENTY INTL BOND FD INSTL   2013-11-01 2014-07-22
2637.604 AMERICAN CENTY INTL BOND FD INSTL   2013-07-02 2014-07-22
1564.827 OPPENHEIMER SENIOR FLOATING RATE I   2014-04-22 2014-07-22
6728.198 OPPENHEIMER SENIOR FLOATING RATE I   2013-07-19 2014-07-22
3196.818 BLACKROCK EMERGING MKTS L S EQTY IS   2014-04-22 2014-07-23
32. CONAGRA INC   2012-04-02 2014-07-23
56. EMERSON ELECTRIC CO   2012-04-02 2014-07-23
100. GILEAD SCIENCES INC   2013-07-02 2014-07-23
10. GOOGLE INC CL C   2014-04-22 2014-07-23
14. MCDONALDS CORP   2012-04-02 2014-07-23
65. NATIONAL-OILWELL INC   2014-04-22 2014-07-23
140. SOUTHERN COPPER CORP DEL   2013-03-22 2014-07-23
50000. SPRING FORD PA 4.250% 9/01/14   2006-03-15 2014-09-01
1689.625 BLACKROCK EMERGING MKTS L S EQTY IS   2014-04-22 2014-10-10
82. COCA COLA CO   2012-04-02 2014-10-10
297. E M C CORP MASS   2012-08-29 2014-10-10
355. E M C CORP MASS   2014-07-23 2014-10-10
7028.809 GOLDMAN SACHS COMM STRAT INS   2013-11-22 2014-10-10
80. MOTOROLA SOLUTIONS INC   2014-04-22 2014-10-10
3678.342 NUVEEN CORE PLUS BOND I   2013-08-28 2014-10-10
1743.534 NUVEEN INFLATION PRO SEC CL I   2012-09-22 2014-10-10
3679.344 P I M C O FDS TOTAL RETURN FD   2013-05-07 2014-10-10
1485.773 LAUDUS INTERNATIONAL MARKETMASTERS   2013-07-19 2014-10-10
965.918 SCOUT INTERNATIONAL FUND   2011-11-17 2014-10-10
34. STATE STREET CORP   2012-04-02 2014-10-10
24. TEXAS INSTRS INC   2012-04-02 2014-10-10
867.07069 ABERDEEN FDS EMRGN   2013-11-26 2014-10-17
2947.36331 ABERDEEN FDS EMRGN   2014-10-10 2014-10-17
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 7,973   7,793 180
b 27,994   37,172 -9,178
c 9,428   10,139 -711
d 5,023   5,247 -224
e 15,144   16,647 -1,503
21,241   27,645 -6,404
5,800   4,385 1,415
6,151   5,158 993
7,144   6,286 858
6,669   5,107 1,562
5,638   5,228 410
2,336   2,317 19
30,966   24,289 6,677
1,505   1,416 89
5,000   5,015 -15
3,634   2,827 807
6   5 1
1,345   1,146 199
6,293   5,493 800
5,831   5,495 336
5,010   3,336 1,674
7,465   4,342 3,123
5,050   4,194 856
5,737   5,372 365
1,586   962 624
50,000   54,020 -4,020
18   10 8
14,058   14,170 -112
12,877   12,153 724
5,412   4,946 466
1,198   845 353
6,798   5,015 1,783
6,158   6,146 12
32,951   33,948 -997
20,586   20,606 -20
393   228 165
2,871   1,642 1,229
25,738   27,587 -1,849
28,880   26,079 2,801
5,523   5,088 435
42,822   39,966 2,856
21,164   15,856 5,308
1,705   1,355 350
5,678   5,096 582
5,795   5,123 672
5,603   5,237 366
2,764   1,881 883
23,563   24,874 -1,311
14,285   13,041 1,244
9   8 1
5,150   5,000 150
38,113   35,449 2,664
13,129   13,098 31
56,450   56,076 374
33,119   31,904 1,215
993   838 155
3,746   2,937 809
8,970   5,234 3,736
5,958   5,351 607
1,335   1,370 -35
5,601   4,819 782
4,614   5,058 -444
50,000   51,248 -1,248
17,572   16,862 710
3,667   3,035 632
8,390   8,268 122
10,029   10,245 -216
35,566   39,502 -3,936
4,771   5,052 -281
42,669   43,664 -995
19,510   20,685 -1,175
40,326   42,019 -1,693
32,330   32,553 -223
32,609   27,007 5,602
2,331   1,552 779
1,027   797 230
12,599   12,781 -182
42,825   46,439 -3,614
      9,895
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       180
b       -9,178
c       -711
d       -224
e       -1,503
      -6,404
      1,415
      993
      858
      1,562
      410
      19
      6,677
      89
      -15
      807
      1
      199
      800
      336
      1,674
      3,123
      856
      365
      624
      -4,020
      8
      -112
      724
      466
      353
      1,783
      12
      -997
      -20
      165
      1,229
      -1,849
      2,801
      435
      2,856
      5,308
      350
      582
      672
      366
      883
      -1,311
      1,244
      1
      150
      2,664
      31
      374
      1,215
      155
      809
      3,736
      607
      -35
      782
      -444
      -1,248
      710
      632
      122
      -216
      -3,936
      -281
      -995
      -1,175
      -1,693
      -223
      5,602
      779
      230
      -182
      -3,614
       
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 29,515
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 page 18 of the 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))
2012 80,404 1,596,330 0.050368
2011 72,049 1,551,539 0.046437
2010 76,510 1,623,705 0.047121
2009 74,776 1,551,235 0.048204
2008 83,935 1,567,286 0.053554
2 Total of line 1, column (d) ...................... 2 0.245684
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 0.049137
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,832,595
5 Multiply line 4 by line 3....................... 5 139,185
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 827
7 Add lines 5 and 6......................... 7 140,012
8 Enter qualifying distributions from Part XII, line 4.............. 8 125,873
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 (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,654
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,654
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,654
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 768
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 768
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 9 886
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 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 page 19 of
the 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
     
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97208
    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 2013, 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 Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the 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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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 (2013)
    Form 990-PF (2013)
    Page 6
    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
    US BANK TRUSTEE
    1     		30,534    
    PO BOX 3168
    PORTLAND,OR97208
    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 (2013)
    Form 990-PF (2013)
    Page 7
    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 page 24 of the 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    141,630
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,654
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,654
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    139,976
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    139,976
    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
    139,976
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 139,976
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 0
    c From 2010....... 0
    d From 2011....... 0
    e From 2012....... 702
    fTotal of lines 3a through e......... 702
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 125,873
    a Applied to 2012, 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 2013 distributable amount..... 125,873
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 702 702
    (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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		13,401
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 e-mail address of the person to whom applications should be addressed:
    US BANK CO JEAN EDWARDS
    428 W RIVERSIDE STE 700
    SPOKANE,WA99201
    (509) 353-7085
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT JEAN EDWARDS
    cAny submission deadlines:
    CONTACT JEAN EDWARDS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS FOR HUMAN HEALTH, HUMAN HOUSING AND SHELTER FOR WOMEN AND CHILDREN SUFFERING UNDER THE THREAT OF PHYSICAL HARM, YOUTH DEVELOPMENT FOR UNDERPRIVILEGED - EASTERN WASHINGTON OR NORTHERN ID
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    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
    SPOKANE GUILD SCHOOL
    ATTN KENNETH DANIEL
    2118 WEST GARLAND AVE
    SPOKANE,WA99205     		NONE PUBLIC GENERAL SUPPORT 6,245
    ANNA OGDEN HALL
    ATTN KARI REESE
    2828 W MALLON
    SPOKANE,WA99201     		NONE PUBLIC GENERAL SUPPORT 3,750
    CRISIS SHELTER FOR WOMEN & CHILDREN
    ATTN RICH SHAUS
    1234 E SPRAGUE
    SPOKANE,WA99202     		NONE PUBLIC GENERAL SUPPORT 3,250
    CHILDREN FIRST
    ATTN KATHY BLAIR
    3010 N INDUSTRIAL PARK
    SPOKANE,WA99216     		NONE PUBLIC GENERAL SUPPORT 3,075
    NEW HORIZON CARE CENTERS INC
    ATTN LISA PIACQUADIO
    PO BOX 4627
    SPOKANE,WA99220     		NONE PUBLIC GENERAL SUPPORT 1,886
    BIG BROTHERS BIG SISTERS
    ATTN DARIN CHRISTENSEN
    222 E MISSION AVE STE 210
    SPOKANE,WA99201     		NONE PUBLIC GENERAL SUPPORT 3,750
    CATHOLIC CHARITIES OF SPOKANE
    ATTN NADINE VAN STONE
    101 E HARTSON
    SPOKANE,WA99202     		NONE PUBLIC GENERAL SUPPORT 6,071
    FAMILY PROMISE OF SPOKANE
    ATTN MADELYN BAFUS
    608 S RICHARD ALLEN CT 5
    SPOKANE,WA99202     		NONE PUBLIC GENERAL SUPPORT 3,750
    MISSION POSSIBLE KIDS
    ATTN WENDY MONTGOMERY
    3928 N HOWARD
    SPOKANE,WA99205     		NONE PUBLIC GENERAL SUPPORT 250
    RONALD MCDONALD HOUSE
    ATTN COLLEEN FOX
    1015 W 5TH AVE
    SPOKANE,WA99204     		NONE PUBLIC GENERAL SUPPORT 5,700
    THE SALVATION ARMY
    ATTN CARA CAHOON
    PO BOX 9108
    SPOKANE,WA99209     		NONE PUBLIC GENERAL SUPPORT 16,000
    WOMENS AND CHILDRENS FREE RESTAURANT
    ATTN MARLENE ALFORD
    1620 N MONROE STREET
    SPOKANE,WA99205     		NONE PUBLIC GENERAL SUPPORT 5,077
    MORNING STAR FOUNDATION
    ATTN ROBERT MORGAN
    PO BOX 31330
    SPOKANE,WA99223     		NONE PUBLIC CAPITAL OR PROGRAM 12,799
    LILAC BLIND FOUNDATION
    1212 N HOWARD STREET
    SPOKANE,WA99201     		NONE PUBLIC CAPITAL OR PROGRAM 12,798
    MARY QUEEN OF HEAVEN CATHOLIC
    CHURCH
    PO BOX 125
    MEDICAL LAKE,WA99022     		NONE PUBLIC CAPITAL OR PROGRAM 12,798
    VANESSA BEHAN CRISIS NURSERY
    1004 EAST 8TH AVENUE
    SPOKANE,WA99202     		NONE PUBLIC CAPITAL OR PROGRAM 12,798
    SACRED HEART MEDICAL CENTER
    ATTN JOYCE CAMERON
    PO BOX 2555
    SPOKANE,WA99220     		NONE PUBLIC CAPITAL OR PROGRAM 12,798
    Total .................................bullet 3a 122,795
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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 41,043  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....       0  
    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 29,515  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFARM     01 40,581  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   111,139  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13111,139
    (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 (2013)
    Form 990-PF (2013)
    Page 12
    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 or fiduciary) 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 (2013)
    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
    2013
    Name of the organization
    ELIZABETH C POOL CHARITABLE TR UMA
     
    Employer identification number

    91-6577853
    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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    ELIZABETH C POOL CHARITABLE TR UMA
          		Employer identification number

    91-6577853
    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
     
     

    ELIZABETH C POOL DECD TRUST  
    C/O US BANK PO BOX 3168
     
    PORTLAND, OR97208

    		$1,495,520


    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    ELIZABETH C POOL CHARITABLE TR UMA
          		Employer identification number

    91-6577853
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FARM LAND $1,438,717 2014-04-09
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    ELIZABETH C POOL CHARITABLE TR UMA
          		Employer identification number

    91-6577853
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SPRING FORD AREA SCH DIST PA    
    CLARK CNTY NV SCH DIST    
    OREM UT 4.000 51,875 53,294
    DENTON TX INDPT SCH DIST 4.500 53,190 55,305
    DRIEHAUS ACTIVE INCOME FUND 56,739 56,566
    NUVEEN CORE PLUS BOND 23,759 23,690
    NUVEEN SHORT TERM BOND FD 41,410 41,090
    AMERICAN CENTY INTL BOND    
    CREDIT SUISSE COMM RET    
    LOOMIS SAYLES STRATEGIC ALPHA 4,945 5,015
    OPPENHEIMER SR FLOAT RATE 137,235 134,996
    PIMCO TOATL RETURN FUND    
    DOUBLELINE TOTAL 22,766 22,683
    ISHARES JPMORGAN USD EMERGING 67,547 68,235
    T ROWE PRICE INTL BOND FUND 52,676 49,492
    GOLDMAN SACHS COMM STRAT 25,165 22,075

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LAUDUS INTL MRKTMASTERS INV 82,152 85,255
    T ROWE PRICE MID CAP GROWTH 39,157 49,231
    T ROWE PRICE MID CAP VALUE 29,991 40,297
    AMERICAN CENTURY SMALL CAP VAL 21,620 23,689
    NUVEEN REAL ESTATE SEC 78,234 87,806
    SPDR WILSHIRE INTL    
    IPATH DOWN JONES COMMODITY    
    NUVEEN INFLATION PRO SEC 35,191 33,525
    ALTRIA GROUP 934 1,450
    ANADARKO PETROLEUM 11,373 11,748
    APPLE INC 12,585 16,632
    ATT 2,546 2,822
    BANKUNITED 301 359
    BERKSHIRE HATHAWAY 7,187 12,334
    BLACKROCK INC 2,050 3,411
    CATERPILLAR 11,919 12,676
    CENTURYLINK INC 1,199 1,286
    CHEVRON CORPORATION 5,607 5,997
    CITIGROUP INC 1,655 2,409
    COACH 15,281 13,580
    COCA COLA CO    
    COGNIZANT TECH SOLUTIONS 5,227 7,816
    CONAGRA FOODS    
    CONOCOPHILLIPS 768 938
    CULLEN FROST BANKERS 2,049 2,828
    CUMMINS INC 5,172 5,116
    DOW CHEM 1,072 1,531
    EMC CORPORATION    
    EATON CORP    
    EMERSON ELEC CO    
    EXPRESS SCRIPTS 7,996 11,216
    FIDELITY NATL INFORMATION SVCS 5,120 6,131
    FIFTH THIRD BANK 5,014 5,297
    GENERAL DYNAMICS CORP 810 1,537
    GENERAL ELECTRIC CORP 6,988 7,356
    GILEAD SCIENCES    
    GOOGLE INC    
    HASBRO INC 5,558 6,041
    INTEL CORP 1,690 2,041
    ITC HLDGS CORP 1,613 2,495
    JP MORGAN CHASE 7,013 7,560
    KINDER MORGAN INC 5,033 5,805
    LIBERTY PPTY TR 779 765
    MAXIM INTERGRATED PRODS INC 1,130 1,174
    MCCORMICK CO 1,969 2,546
    MCDONALDS CORP    
    MICROSOFT CORP 4,643 6,761
    MID-AMER APT CMNTYS 803 848
    MOLEX INC    
    MONDELEZ INTERNATIONAL    
    NATIONAL OILWELL VARCO    
    NEXTERA ENERGY 2,716 4,410
    OCCIDENTAL PETROLEUM CORP 6,119 5,603
    OLD REP INTL CORP 430 591
    ONEOK INC    
    PPG INDS 1,062 2,241
    PPL CORPORATION 1,241 1,539
    PERRIGO CO 5,292 5,651
    PFIZER INC 5,923 7,428
    PHILLIP MORIS INTL 4,740 4,717
    PHILLIPS 66 5,063 5,887
    PRAXAIR INC 1,032 1,134
    PRUDENTIAL FINANCIAL INC 1,540 2,125
    QUALCOMM INC 18,500 20,727
    REDWOOD TR 606 996
    SCHWAB CHARLES CORP    
    SOUTHERN COPPER CORP DEL    
    STARBUCKS CORP    
    STATE STR CORP    
    STERICYCLE INC 5,012 5,670
    TEXAS INSTRUMENTS INC    
    TIME WARNER CABLE 5,602 5,888
    UNION PACIFIC CORP 1,850 3,959
    VARIAN MED SYS    
    VERISK ANALYTICS 4,024 5,362
    VERIZON COMMUNICATIONS 2,572 3,367
    VISA INC CLASS A 5,560 7,243
    WESTAR ENERGY INC 812 1,096
    WHIRLPOOL CORP 5,427 6,022
    WINDSTREAM CORP 1,116 1,153
    ACCENTURE PLC 2,735 3,407
    CARNIVAL CORP 926 1,164
    GLAXO SMITHKLINE ADR 1,004 1,001
    NOVO NORDISK AS ADR 2,032 3,163
    SCHLUMBERGER LTD 5,109 5,426
    TEVA PHARMACEUTICAL 9,935 10,729
    UNILEVER NV ADR 3,307 3,718
    ABERDEEN FDS EMRGN MKT INSTL 78,721 79,089
    NUVEEN SMALL CAP GWTH OPP 22,289 22,920
    SCOUT INTERNATIONAL FUND 78,996 85,029
    ABBVIE INC 4,591 8,757
    JOHNSON JOHNSON 1,586 2,587
    LOWES CO INC 10,302 10,868
    MONSTER BEVERAGE CORP    
    PINNACLE WEST CAP CORP 5,108 5,532
    PRICELINE COM INC 5,284 9,650
    WELLS FARGO CO    
    ACE LTD    
    COVIDIEN PLC 5,173 7,857
    HIGHLAND LONG SHORT EQUITY FUN 65,524 69,551
    ISHARES MSCI EMERGING    
    ROBECO BOSTON PARTNERS L S    
    BEST BUY CO INC 5,143 4,097
    CVS HEALTH CORPORATION 5,328 7,294
    M T BANK CORP 10,542 10,996
    MEAD JOHNSON NUTRITION CO 5,141 5,959
    NOW INC DE WI 534 481
    PROCTER AND GAMBLE CO 5,266 5,672
    BLACKROCK EMERGING MKTS EQUITY 9,587 9,990

    TY 2013 InvestmentsOtherSchedule2
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE - FARM/AG #720545 AT COST 100,345 417,555
    REAL ESTATE - FARM/AG #720546 AT COST 266,995 425,334
    REAL ESTATE - FARM/AG #720547 AT COST 1 543,731
    REAL ESTATE - FARM/AG #720548 AT COST 1 922,548

    TY 2013 OtherDecreasesSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Description Amount
    2012 WINDSTREAM ADJ 37
    ADJUST FOR FMV VS COST ON CONTRIBUTION OF FARM 1,071,375


    TY 2013 OtherExpensesSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 25 0   25
    Rent and Royalty Expense 26,018      


    TY 2013 OtherIncreasesSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Description Amount
    TAX REFUND 2,194
    REFUND 7
    ROUNDING 5


    TY 2013 SubstantialContributorsSch
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Name Address
    ELIZABETH C POOL DECD TRUST C/O US BANK PO BOX 3168
    PORTLAND,OR97208


    TY 2013 TaxesSchedule
    Name:
    ELIZABETH C POOL CHARITABLE TR UMA
    EIN: 91-6577853
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 37 37   0
    FOREIGN TAXES ON QUALIFIED FOR 840 840   0
    FOREIGN TAXES ON NONQUALIFIED 70 70   0