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
HELEN N POSTON CHARITABLE TRUST
 

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

43-1621702
B Telephone number (see instructions)

(314) 418-2643
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$2,348,000J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 50,822 50,553 269
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 312,672
b Gross sales price for all assets on line 6a 1,872,436
7 Capital gain net income (from Part IV, line 2)... 312,672
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........ 363,494 363,225 269
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,317 30,885   3,432
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)....... Click to see attachment 1,250 1,250 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,546 634   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 174 174    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,287 32,943 0 3,432
25 Contributions, gifts, grants paid........ 114,100 114,100
26 Total expenses and disbursements. Add lines 24 and 25 157,387 32,943 0 117,532
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 206,107
b Net investment income (if negative, enter -0-) 330,282
c Adjusted net income (if negative, enter -0-)... 269
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,099 1,219 1,219
2 Savings and temporary cash investments.......... 70,476 96,481 96,481
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,572,996 Click to see attachment1,612,937 1,763,629
c Investments—corporate bonds (attach schedule)........ 353,937 Click to see attachment493,744 486,671
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,999,508 2,204,381 2,348,000
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......... 1,999,508 2,204,381
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)...... 1,999,508 2,204,381
31 Total liabilities and net assets/fund balances (see instructions).. 1,999,508 2,204,381
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 1,999,508
2 Enter amount from Part I, line 27a..................... 2 206,107
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 963
4 Add lines 1, 2, and 3.......................... 4 2,206,578
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,197
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,204,381
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 .6667 ALLEGION PLC   2013-02-08 2014-01-10
b 35. AMAZON COM INC   2011-08-04 2014-01-24
c 180. AMPHENOL CORP CL A   2009-08-07 2014-01-24
d 10. ANADARKO PETROLEUM CORP   2013-02-07 2014-01-24
e 55. ANADARKO PETROLEUM CORP   2013-02-08 2014-01-24
54. APPLE INC   2011-08-04 2014-01-24
140. BBT CORP   2009-05-14 2014-01-24
120. BRISTOL MYERS SQUIBB CO   2009-05-14 2014-01-24
160. CARNIVAL CORP   2013-06-11 2014-01-24
80. COSTCO WHSL CORP   2002-12-13 2014-01-24
75. DISNEY WALT CO   2009-05-14 2014-01-24
380. EMC CORPORATION   2011-08-04 2014-01-24
185. EMERSON ELEC CO   2008-11-05 2014-01-24
230. FIFTH THIRD BANCORP   2013-08-02 2014-01-24
100. GENERAL MILLS INC   2004-08-18 2014-01-24
220. HALLIBURTON CO   2010-06-29 2014-01-24
40. HALLIBURTON CO   2011-09-23 2014-01-24
195. INTEL CORP   2008-12-30 2014-01-24
2940. ISHARES MSCI EMERGING MARKETS ETF   2013-08-02 2014-01-24
1499. ISHARES MSCI EMERGING MARKETS ETF   2011-08-04 2014-01-24
90. J P MORGAN CHASE CO   2011-08-04 2014-01-24
20. J P MORGAN CHASE CO   2011-08-25 2014-01-24
115. LAUDER ESTEE COS INC CL A   2013-06-11 2014-01-24
90. MCKESSON CORPORATION   2010-08-06 2014-01-24
10. MOTOROLA SOLUTIONS INC   2013-02-07 2014-01-24
75. MOTOROLA SOLUTIONS INC   2013-06-11 2014-01-24
225. NATIONAL OILWELL VARCO INC   2011-09-23 2014-01-24
130. NIKE INC   2008-12-22 2014-01-24
117. QUALCOMM INC   2011-08-04 2014-01-24
60. QUALCOMM INC   2011-08-25 2014-01-24
40. RALPH LAUREN CORP   2013-06-11 2014-01-24
5238.134 T ROWE PRICE INTL BOND FUND   2013-08-02 2014-01-24
3937.005 T ROWE PRICE INTL BOND FUND   2012-10-22 2014-01-24
199. SCHLUMBERGER LTD   2003-02-26 2014-01-24
70. STARBUCKS CORP   2011-08-04 2014-01-24
45. UNITED TECHNOLOGIES CORP   2013-02-07 2014-01-24
636. VERIZON COMMUNICATIONS   2010-04-12 2014-01-24
165. WELLS FARGO CO   2013-02-08 2014-01-24
5. WELLS FARGO CO   2013-08-02 2014-01-24
40. WYNN RESORTS LTD   2011-08-04 2014-01-24
65. ALLEGION PLC   2013-02-08 2014-01-24
165. ACCENTURE PLC CL A   2009-05-14 2014-01-24
20. INGERSOLL RAND PLC   2013-02-07 2014-01-24
65. INGERSOLL RAND PLC   2013-02-08 2014-01-24
50000. GOLDMAN SACHS MTN 2.375% 1/22/18   2013-03-04 2014-02-13
25000. MERCK CO INC 1.100% 1/31/18   2013-03-11 2014-02-13
320. IPATH DOW JONES UBS COMMODITY   2010-11-09 2014-02-19
375. GENERAL ELECTRIC CO   2009-05-14 2014-02-19
130. MASTERCARD INC   2011-08-04 2014-02-19
1121.288 NEUBERGER BERMAN GENESIS INSTL FD   2012-12-12 2014-02-19
570. SPDR DOW JONES INTERNATIONAL ETF   2013-08-02 2014-02-19
1225. SPDR DOW JONES INTERNATIONAL ETF   2013-02-07 2014-02-19
681.114 SCOUT INTERNATIONAL FUND   2009-05-14 2014-02-19
135. WELLS FARGO CO   2013-02-08 2014-02-19
1. ALLEGION PLC   2013-02-08 2014-02-19
125. SPDR DOW JONES INTERNATIONAL ETF   2011-08-04 2014-02-21
589.979 INV BALANCE RISK COMM STR Y   2013-02-07 2014-03-06
65. AMERICAN TOWER CORP   2014-01-24 2014-03-06
70. AMERIPRISE FINL INC   2013-02-07 2014-03-06
70. AMPHENOL CORP CL A   2009-08-07 2014-03-06
130. IPATH DOW JONES UBS COMMODITY   2010-11-09 2014-03-06
50. BOSTON PPTYS INC   2014-01-24 2014-03-06
145. CITIGROUP INC   2013-02-07 2014-03-06
35. CUMMINS INC   2014-02-19 2014-03-06
105. DOW CHEM CO   2013-02-07 2014-03-06
30. DOW CHEM CO   2013-08-02 2014-03-06
85. EMERSON ELEC CO   2008-11-05 2014-03-06
255. FIFTH THIRD BANCORP   2013-08-02 2014-03-06
20. GRAINGER W W INC   2014-01-24 2014-03-06
34. HALLIBURTON CO   2010-06-29 2014-03-06
60. HALLIBURTON CO   2011-09-23 2014-03-06
140. J P MORGAN CHASE CO   2011-08-04 2014-03-06
65. LAUDER ESTEE COS INC CL A   2013-06-11 2014-03-06
20. LAUDER ESTEE COS INC CL A   2013-02-07 2014-03-06
85. MOSAIC CO   2013-02-07 2014-03-06
174.336 NEUBERGER BERMAN GENESIS INSTL FD   2013-08-02 2014-03-06
37.532 NEUBERGER BERMAN GENESIS INSTL FD   2012-12-12 2014-03-06
20. PRECISION CASTPARTS CORP   2014-02-19 2014-03-06
5. THE PRICELINE GROUP INC   2011-08-04 2014-03-06
35. RALPH LAUREN CORP   2013-06-11 2014-03-06
4906.727 SCOUT INTERNATIONAL FUND   2009-05-14 2014-03-06
1498.601 SCOUT INTERNATIONAL FUND   2013-10-29 2014-03-06
175. WILLIAMS COS INC   2013-02-08 2014-03-06
55. WORKDAY INC   2014-01-24 2014-03-06
115. INGERSOLL RAND PLC   2013-02-08 2014-03-06
90. ASTRAZENECA P L C SPSD A D R   2014-03-06 2014-05-16
180. INDUSTRIAS BACHOCO SAB DE CV A D R   2014-03-06 2014-05-16
75. LULULEMON ATHLETICA INC   2013-08-02 2014-05-16
50. MERCK AND CO INC   2013-02-07 2014-05-16
250. PFIZER INC   2011-09-23 2014-05-16
40. WALGREEN CO   2013-02-07 2014-05-16
50000. METLIFE INC 5.500% 6/15/14   2005-08-17 2014-06-15
.1957 CBS OUTDOOR AMERICAS INC   2014-01-24 2014-07-29
130. ASTRAZENECA P L C SPSD A D R   2014-03-06 2014-08-06
3595.341 CAUSEWAY EMERGING MARKETS INSTL   2014-01-29 2014-08-06
28. CBS OUTDOOR AMERICAS INC   2014-01-24 2014-08-06
185. INFOSYS TECHNOLOGIES SP A D R   2014-03-06 2014-08-06
505. ISHARES DOW JONES US REAL ESTATE ETF   2014-01-24 2014-08-06
500. ISHARES DOW JONES US REAL ESTATE ETF   2013-08-02 2014-08-06
205. MELCO CROWN ENTERTAINMENT LMTD A D R   2014-03-06 2014-08-06
2901.958 ROBECO BOSTON PARTNERS L S RSRCH   2013-08-14 2014-08-06
215. ROYAL DUTCH SHELL PLC A D R   2014-03-06 2014-08-06
145. SHIRE PLC A D R   2014-03-06 2014-08-06
125. SOUTHWESTERN ENERGY CO   2014-01-24 2014-08-06
190. STATOIL ASA A D R   2014-03-06 2014-08-06
1405. SUMITOMO MITSUI FINL GROUP A D R   2014-03-06 2014-08-06
85. ACCENTURE PLC CL A   2009-05-14 2014-08-06
. DELL INC     2014-10-07
3276.277 INV BALANCE RISK COMM STR Y   2013-08-02 2014-11-20
326.77 INV BALANCE RISK COMM STR Y   2014-08-06 2014-11-20
45. ALLERGAN INC   2014-01-24 2014-11-20
105. BP PLC SPONS A D R   2014-08-06 2014-11-20
340. BANK OF AMERICA CORP   2013-02-07 2014-11-20
150. IPATH DOW JONES UBS COMMODITY   2010-11-09 2014-11-20
600. IPATH DOW JONES UBS COMMODITY   2013-06-11 2014-11-20
180. IPATH DOW JONES UBS COMMODITY   2013-06-20 2014-11-20
72. CBS CORP CLASS B NON VOTING   2014-01-24 2014-11-20
115. DISNEY WALT CO   2009-05-14 2014-11-20
282. EXELON CORPORATION   2010-06-29 2014-11-20
90. FACEBOOK INC A   2014-01-24 2014-11-20
255. FIFTH THIRD BANCORP   2014-08-06 2014-11-20
340. GRUPO SIMEC A D R   2014-08-06 2014-11-20
110. HASBRO INC   2013-06-11 2014-11-20
255. INDUSTRIAS BACHOCO SAB DE CV A D R   2014-03-06 2014-11-20
385. LG DISPLAY CO LTD A D R   2014-03-06 2014-11-20
35. MCKESSON CORPORATION   2010-08-06 2014-11-20
235. NICE SYS LTD SPONSORED A D R   2014-03-06 2014-11-20
720. NIPPON TELEGRAPH TELE A D R   2014-03-06 2014-11-20
105. ORIX CORP SPONS A D R   2014-03-06 2014-11-20
40. PETRO CHINA COMPANY LTD A D R   2014-08-06 2014-11-20
30. PIONEER NAT RES CO   2013-02-07 2014-11-20
40. POLARIS INDS INC   2014-03-06 2014-11-20
65. PRUDENTIAL FINANCIAL INC   2013-08-02 2014-11-20
95. SALESFORCE COM INC   2014-08-06 2014-11-20
510. SIBANYE GOLD SPON A D R   2014-08-06 2014-11-20
500. SMITH & NEPHEW P L C A D R   2014-03-06 2014-11-20
70. STATE STR CORP   2014-01-24 2014-11-20
90. STATE STR CORP   2013-02-07 2014-11-20
80. TOTAL SA SPON A D R   2014-03-06 2014-11-20
. AMERICAN INTL GROUP INC     2014-11-28
.5 JARDEN CORP   2014-01-24 2014-12-04
24. CALIFORNIA RESOURCES CORP   2014-01-24 2014-12-10
50. KEYSIGHT TECHNOLOGIES INC   2014-01-24 2014-12-10
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 29   22 7
b 13,697   7,149 6,548
c 15,558   6,013 9,545
d 820   843 -23
e 4,508   4,649 -141
29,725   20,746 8,979
5,380   3,042 2,338
6,187   2,455 3,732
6,355   5,202 1,153
8,986   2,326 6,660
5,499   1,774 3,725
9,732   9,135 597
12,186   6,730 5,456
4,906   4,522 384
4,870   2,305 2,565
10,741   5,511 5,230
1,953   1,270 683
4,854   3,329 1,525
112,924   126,149 -13,225
57,576   61,407 -3,831
4,992   3,480 1,512
1,109   720 389
8,010   7,813 197
15,715   5,571 10,144
650   600 50
4,871   4,238 633
16,752   11,914 4,838
9,394   3,253 6,141
8,703   6,140 2,563
4,463   2,845 1,618
6,364   7,005 -641
50,129   49,925 204
37,677   39,943 -2,266
17,542   4,130 13,412
5,291   2,637 2,654
5,084   4,010 1,074
30,394   19,498 10,896
7,562   5,746 1,816
229   223 6
7,859   5,427 2,432
3,032   2,098 934
13,490   4,768 8,722
1,174   828 346
3,817   2,724 1,093
50,540   50,711 -171
24,732   25,093 -361
12,533   15,162 -2,629
9,566   4,799 4,767
10,093   4,262 5,831
66,605   48,088 18,517
23,558   23,416 142
50,629   48,814 1,815
24,820   15,237 9,583
6,215   4,706 1,509
50   32 18
5,165   4,666 499
5,422   6,224 -802
5,329   5,227 102
7,754   4,633 3,121
6,290   2,339 3,951
5,217   6,159 -942
5,606   5,279 327
7,219   6,207 1,012
5,109   4,998 111
5,233   3,368 1,865
1,495   1,083 412
5,528   3,092 2,436
5,682   5,013 669
5,144   4,922 222
1,937   852 1,085
3,418   1,906 1,512
8,243   5,414 2,829
4,486   4,416 70
1,380   1,256 124
4,251   5,197 -946
10,730   10,420 310
2,310   1,912 398
5,220   5,199 21
6,812   2,453 4,359
5,650   6,121 -471
181,304   109,763 71,541
55,373   55,000 373
7,459   6,303 1,156
5,731   4,918 813
7,036   4,820 2,216
7,225   6,018 1,207
8,412   7,816 596
3,381   5,451 -2,070
2,792   2,051 741
7,284   6,247 1,037
2,708   1,652 1,056
50,000   52,007 -2,007
6   5 1
9,163   8,693 470
45,733   39,117 6,616
930   758 172
10,419   11,590 -1,171
36,112   32,551 3,561
35,754   29,188 6,566
6,134   9,206 -3,072
43,036   39,205 3,831
17,506   15,659 1,847
34,220   23,754 10,466
5,005   5,253 -248
5,443   5,172 271
11,093   12,954 -1,861
6,603   2,456 4,147
74     74
26,341   32,413 -6,072
2,627   2,859 -232
9,445   5,220 4,225
4,379   5,030 -651
5,756   4,049 1,707
5,101   7,107 -2,006
20,406   22,931 -2,525
6,122   6,820 -698
3,848   4,230 -382
10,209   2,721 7,488
10,098   11,105 -1,007
6,614   4,946 1,668
5,120   5,030 90
3,812   5,042 -1,230
6,199   4,896 1,303
14,904   11,072 3,832
5,994   4,442 1,552
7,152   2,167 4,985
10,930   9,660 1,270
19,634   20,709 -1,075
6,832   7,901 -1,069
4,426   5,179 -753
5,177   3,715 1,462
6,257   5,567 690
5,466   5,332 134
5,524   5,118 406
3,912   5,267 -1,355
17,120   15,848 1,272
5,327   4,884 443
6,849   5,067 1,782
4,693   5,229 -536
290     290
22   20 2
138   185 -47
1,680   1,605 75
      17,336
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       7
b       6,548
c       9,545
d       -23
e       -141
      8,979
      2,338
      3,732
      1,153
      6,660
      3,725
      597
      5,456
      384
      2,565
      5,230
      683
      1,525
      -13,225
      -3,831
      1,512
      389
      197
      10,144
      50
      633
      4,838
      6,141
      2,563
      1,618
      -641
      204
      -2,266
      13,412
      2,654
      1,074
      10,896
      1,816
      6
      2,432
      934
      8,722
      346
      1,093
      -171
      -361
      -2,629
      4,767
      5,831
      18,517
      142
      1,815
      9,583
      1,509
      18
      499
      -802
      102
      3,121
      3,951
      -942
      327
      1,012
      111
      1,865
      412
      2,436
      669
      222
      1,085
      1,512
      2,829
      70
      124
      -946
      310
      398
      21
      4,359
      -471
      71,541
      373
      1,156
      813
      2,216
      1,207
      596
      -2,070
      741
      1,037
      1,056
      -2,007
      1
      470
      6,616
      172
      -1,171
      3,561
      6,566
      -3,072
      3,831
      1,847
      10,466
      -248
      271
      -1,861
      4,147
      74
      -6,072
      -232
      4,225
      -651
      1,707
      -2,006
      -2,525
      -698
      -382
      7,488
      -1,007
      1,668
      90
      -1,230
      1,303
      3,832
      1,552
      4,985
      1,270
      -1,075
      -1,069
      -753
      1,462
      690
      134
      406
      -1,355
      1,272
      443
      1,782
      -536
      290
      2
      -47
      75
       
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 2 312,672
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 103,541 2,286,517 0.045283
2012 101,911 2,172,127 0.046918
2011 93,314 2,170,452 0.042993
2010 94,377 2,062,463 0.045759
2009 97,537 1,924,864 0.050672
2 Total of line 1, column (d) ...................... 2 0.231625
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 0.046325
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,382,483
5 Multiply line 4 by line 3....................... 5 110,369
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,303
7 Add lines 5 and 6......................... 7 113,672
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,532
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 3,303
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 3,303
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 3,303
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,940
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 7,940
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 4,637
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,652 RefundedBullet 11 2,985
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)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643
    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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
    US BANK TRUSTEE
    0     		34,317    
    PO BOX 387
    ST LOUIS,MO63166
    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
    2,335,859
    b
    Average of monthly cash balances.......................
    1b
    82,905
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,418,764
    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
    2,418,764
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    36,281
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,382,483
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    119,124
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    119,124
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,303
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,303
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    115,821
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    115,821
    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
    115,821
    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
    117,532
    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
    117,532
    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
    3,303
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    114,229
    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 7 115,821
    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....... 2,154
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 2,154
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 117,532
    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..... 115,821
    e Remaining amount distributed out of corpus 1,711
    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 3,865
    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) ...     		2,154
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		1,711
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 1,711
    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).)
    NONE
    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.
    NONE
    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:
    BILL TITCOMB
    US BANK NA PO BOX 308
    ST JOSEPH,MO64502
    (816) 364-7245
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER SHOWING NEED AND REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TO 501(C)(3) ORGANIZATIONS
    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
    ST JOSEPH FIGURE SKATING CLUB
    PO BOX 6001
    ST JOSEPH,MO64506     		NONE PUBLIC EXEMPT PURPOSE 1,000
    AGRI-BUSINESS EXPO CENTER
    224 N SEVENTH ST
    ST JOSEPH,MO64501     		NONE PUBLIC GENERAL SUPPORT 5,000
    GIRL SCOUTS OF NE KS NW MO
    215 SOUTHWIND PL
    MANHATTAN,KS66503     		NONE PUBLIC GENERAL SUPPORT 2,000
    PONY EXPRESS BOY SCOUT COUNCIL
    1704 BUCKINGHAM STREET
    ST JOSEPH,MO64506     		NONE PUBLIC GENERAL SUPPORT 10,000
    INTERSERV FOUNDATION
    200 CHEROKEE STREET PO BOX 4038
    ST JOSEPH,MO64504     		NONE PUBLIC GENERAL SUPPORT 10,000
    ST JOSEPH HABITAT FOR HUMANITY
    827 S 9TH STREET PO BOX 6528
    ST JOSEPH,MO64501     		NONE PUBLIC GENERAL SUPPORT 10,000
    UCP OF NORTHWEST MISSOURI
    3303 FREDERICK AVENUE
    ST JOSEPH,MO64506     		NONE PUBLIC GENERAL SUPPORT 4,000
    AMERICAN NATIONAL RED CROSS -
    MIDLAND EMPIRE CHAPTER
    401 NORTH 12TH STREET
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 10,000
    PONY EXPRESS PUMKIN FEST
    914 PENN STREET
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 1,000
    ALLIED ARTS COUNCIL
    118 S 8TH ST
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 6,500
    AGRICULTURE FUTURE OF AMERICA
    PO BOX 8159
    ST JOSEPH,MO64507     		NONE PUBLIC EXEMPT PURPOSE 2,100
    UNITED WAY OF GREATER ST JOSEPH
    118 S 5TH ST
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 7,500
    YMCA
    315 S 6TH ST
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 5,000
    AMERICA'S SECOND HARVEST OF
    GREATER ST JOSEPH
    915 DOUGLAS ST
    ST JOSPEH,MO64505     		NONE PUBLIC EXEMPT PURPOSE 10,000
    SALVATION ARMY
    602 MESSANIE ST
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 20,000
    NORTHWEST MISSOURI UNITED LABOR
    COMMUNITY SERVICES
    1203 N 6TH STREET
    ST JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 10,000
    Total .................................bullet 3a 114,100
    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 50,822  
    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 .............     		    18 312,672  
    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)..   363,494  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13363,494
    (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

    TY 2014 AccountingFeesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,250 1,250    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Name of Bond End of Year Book Value End of Year Fair Market Value
    METLIFE 5.5% 6/15/14    
    EI DUPONT NEMOUR 3.25% 1/15/15 25,217 25,017
    BB T CORP MTN 1.60% 8/15/17 50,217 49,973
    GENL ELEC MTN 1.60% 11/20/17    
    GOLDMAN SACHS 2.375% 1/22/18    
    MERCK CO 1.10% 1/31/18    
    APPLE INC 1% 5/3/18 49,079 49,258
    STATOIL ASA 1.80% 11/23/16 51,810 50,713
    ENERBANK USA C D 0.650% 6/30/1 25,000 24,909
    GENERAL ELEC CAP MTN 1.600% 11 49,803 50,307
    INTEL CORP 1.350% 12/15/17 49,945 49,927
    JPMORGAN CHASE MTN 2.350% 1/28 25,330 25,163
    OPPENHEIMER SENIOR FLOAT RATE 167,343 161,404

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHLUMBERGER LTD    
    COSTCO WHSL CORP    
    GENERAL MILLS INC 4,610 10,666
    PFIZER INC 11,719 18,067
    AGILENT TECHNOLOGIES INC 4,207 4,094
    EXELON CORP    
    VERIZON COMMUNICATION INC    
    INTEL CORP 5,517 13,427
    MICROSOFT CORP 5,195 6,503
    EMERSON ELEC CO 2,596 4,938
    NIKE INC 1,752 6,731
    AMPHENOL CORP 7,184 7,013
    BBT CORP    
    BRISTOL MYERS SQUIBB CO 2,353 6,788
    DISNEY WALT CO 1,419 5,651
    GENERAL ELECTRIC CO 6,719 13,267
    ACCENTURE PLC 10,608 13,786
    ISHARES MSCI EMERGING MKTS ETF    
    SCOUT INTERNATIONAL FUND    
    ASTRAZENECA P L C SPSD ADR 4,681 4,927
    EXXON MOBIL CORP 5,923 9,245
    HALLIBURTON CO 8,159 6,725
    MCKESSON CORPORATION 1,820 5,190
    IPATH DOW JONES UBS COMMODITY 23,492 18,544
    NEUBERGER BERMAN GENESIS INSTL 63,835 60,525
    AMAZON COM INC 2,655 4,035
    APPLE INC 6,915 13,908
    E M C CORPORATION    
    J P MORGAN CHASE CO 10,479 15,019
    NATIONAL OILWELL VARCO INC    
    PRICELINE COM INC    
    QUALCOMM INC 3,461 5,426
    STARBUCKS CORP 3,013 6,564
    WYNN RESORTS LTD 3,120 3,421
    ISHARES DJ US REAL ESTATE ETF    
    NUVEEN REAL ESTATE SEC CL I 127,724 129,108
    SPDR DJ WILSHIRE INTERNATIONAL    
    MASTERCARD INC 2,295 6,031
    T ROWE PRICE INTL BOND FUND    
    INV BALANCE RISK COMM STRAT Y 13,490 11,517
    LOOMIS SAYLES STRATEGIC ALPHA 87,555 85,010
    NUVEEN INFLATION PRO SEC 74,041 70,554
    OPPENHEIMER SR FLOAT RATE Y    
    AMERIPRISE FINL INC 5,517 7,274
    ANADARKO PETROLEUM CORP    
    BANK OF AMERICA CORP 3,513 5,278
    CMS ENERGY CORP    
    CA INC 5,156 5,177
    CAPITAL ONE FINANCIAL CORP 8,703 10,319
    CENTURYLINK INC 6,436 8,114
    CHEVRON CORPORATION 10,428 10,096
    CITIGROUP INC 6,443 7,305
    DIRECTV 5,230 8,670
    DOW CHEM CO 5,755 7,526
    FIFTH THIRD BANCORP    
    GOOGLE INC CL A 3,088 4,245
    HASBRO INC 4,032 4,949
    LAUDER ESTEE COS INC    
    LINCOLN NATL CORP IND 5,048 6,632
    LULULEMON ATHLETICA INC    
    MERCK AND CO INC 8,255 9,938
    MOSAIC CO 5,180 5,022
    MOTOROLA SOLUTIONS INC 6,498 7,714
    PNC FINANCIAL SERVICES GRP 10,399 13,228
    PPG INDS INC 5,480 9,246
    PHILIP MORRIS INTL 7,155 6,516
    PIONEER NAT RES CO 7,346 6,698
    PROCTER & GAMBLE CO 13,669 15,485
    PRUDENTIAL FINANCIAL INC    
    RALPH LAUREN CORP    
    STATE STR CORP    
    UNITED HEALTH GROUP INC 10,202 16,174
    UNITED TECHNOLOGIES CORP 9,518 12,075
    UNUM GROUP 4,974 7,325
    VISA INC 5,521 9,177
    WALGREEN CO    
    WELLS FARGO CO 4,902 6,030
    WILLIAMS COS INC 4,505 5,618
    3M CO 5,314 7,394
    ACE LTD    
    ALLEGION PLC    
    CARNIVAL CORP 4,523 6,346
    COVIDIEN PLC 4,861 8,694
    INGERSOLL RAND PLC 4,982 5,388
    ROBECO BOSTON PTNS LS RSRCH 121,356 132,679
    AVIANCA HOLDINGS A D R 10,026 7,097
    BIOGEN IDEC INC 6,188 6,789
    BOEING CO 5,516 5,199
    BOSTON PPTYS INC 5,350 5,791
    BRITISH AMERN TOB PLC ADR 25,320 24,260
    C M S ENERGY CORP 7,715 10,425
    CALPINE CORP 4,990 5,864
    CANON INC SPONS A D R 21,910 21,054
    CARNIVAL PLC A D R 5,171 5,624
    CAUSEWAY EMERGING MARKETS INST 223,974 229,132
    CISCO SYSTEMS INC 8,028 10,013
    CITY TELECOM HK LTD A D R 5,129 4,508
    COMPANHIA PARANAENSE ENER SP A 5,164 4,149
    COSTCO WHSL CORP 1,335 6,379
    DELHAIZE GROUP SPONS A D R 13,843 13,771
    DELTA AIR LINES INC 4,872 7,624
    EATON CORP PLC 5,158 4,757
    ECOLAB INC 4,979 5,226
    FLY LEASING LTD A D R 20,322 16,964
    FMC TECHNOLOGIES INC 6,165 4,684
    FRESENIUS MED AKTIENGESELLSCHA 5,066 5,571
    GILEAD SCIENCES INC 5,252 6,127
    GLAXO SMITHKLINE P L C A D R 9,317 8,334
    GOOGLE INC CL C 3,078 4,211
    HEWLETT PACKARD CO 5,002 5,418
    HOME DEPOT INC 5,172 6,823
    INDUSTRIAS BACHOCO SAB DE CV A 15,777 16,959
    INTERCONTINENTAL HOTELS A D R 5,085 5,006
    JARDEN CORP 5,166 6,081
    LG DISPLAY CO LTD A D R 3,808 5,000
    MACYS INC 5,202 6,246
    MIZUHO FNL GRP A D R 9,259 7,497
    NATIONAL GRID PLC SP A D R 25,134 25,084
    NICE SYS LTD SPONSORED A D R 4,522 5,572
    NIPPON TELEGRAPH TELE A D R 5,177 4,610
    NOVARTIS AG A D R 24,391 26,408
    NTT DOCOMO INC A D R 23,219 20,513
    OCCIDENTAL PETROLEUM CORP 5,110 4,837
    PERRIGO CO LTD 5,402 5,851
    REED ELSEVIER NV A D R 5,064 5,479
    REPUBLIC SVCS INC 5,128 6,440
    SMITH & NEPHEW P L C A D R 4,754 5,511
    STAPLES INC 4,974 6,614
    SUMITOMO MITSUI FINL GROUP A D 11,295 8,918
    TATA MOTORS LTD A D R 5,155 4,651
    TEVA PHARMACEUTICAL INDS LTD A 20,460 23,292
    THE PRICELINE GROUP INC 2,453 5,701
    TRACTOR SUPPLY CO 5,239 6,700
    TRINITY BIOTECH PLC SPON A D R 9,541 6,041
    VANGUARD STRATEGIC EQUITY 125,566 130,473
    WACOAL HOLDINGS CORP A D R 5,285 5,085
    WALGREENS BOOTS ALLIANCE INC 8,712 13,335
    WESTPAC BANKING CORP SP ADR 5,204 4,439
    WHOLE FOODS MKT INC 5,209 5,042
    WNS HOLDINGS LTD ADR 7,078 7,438

    TY 2014 OtherDecreasesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 174 174   0


    TY 2014 OtherIncreasesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    HELEN N POSTON CHARITABLE TRUST
    EIN: 43-1621702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 6,912 0   0
    FOREIGN TAXES PAID 634 634   0