Form990-PF
Click to see attachment

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
Robert & Joan Dircks Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)P O Box 6   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Mountain Lakes, NJ07046
A Employer identification number

22-3135737
B Telephone number (see instructions)

(973) 299-6344
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$10,990,490J 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 7,759 7,759 7,759
4 Dividends and interest from securities...... 206,478 206,478 206,478
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101,027
b Gross sales price for all assets on line 6a 566,906
7 Capital gain net income (from Part IV, line 2)... 101,027
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 315,264 315,264 214,237
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 84,725 50,835   33,890
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,650 3,390   2,260
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,942 4,765   3,177
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,400 5,640   3,760
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 9,805 5,992   3,923
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,522 70,622   47,010
25 Contributions, gifts, grants paid........ 526,500 526,500
26 Total expenses and disbursements. Add lines 24 and 25 644,022 70,622   573,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -328,758
b Net investment income (if negative, enter -0-) 244,642
c Adjusted net income (if negative, enter -0-)... 214,237
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............... 64,284 50,544 50,544
2 Savings and temporary cash investments.......... 2,308,294 1,310,686 1,310,686
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 8,342,633 Click to see attachment9,545,252 9,545,252
c Investments—corporate bonds (attach schedule)........ 82,425 Click to see attachment84,008 84,008
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   100,000    
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment50,000    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,947,636 10,990,490 10,990,490
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................... 10,947,636 10,990,490
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 10,947,636 10,990,490
31 Total liabilities and net assets/fund balances (see instructions).. 10,947,636 10,990,490
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 10,947,636
2 Enter amount from Part I, line 27a..................... 2 -328,758
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 371,612
4 Add lines 1, 2, and 3.......................... 4 10,990,490
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 10,990,490
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 2 101,027
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 -16,248
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 510,393 10,116,404 0.05045
2012 504,065 9,646,028 0.05226
2011 498,581 9,960,843 0.05005
2010 554,664 9,654,838 0.05745
2009 469,208 9,274,841 0.05059
2 Total of line 1, column (d) ...................... 2 0.26080
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 0.05216
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 10,936,538
5 Multiply line 4 by line 3....................... 5 570,450
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,446
7 Add lines 5 and 6......................... 7 572,896
8 Enter qualifying distributions from Part XII, line 4.............. 8 573,510
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 2,446
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  
3 Add lines 1 and 2........................... 3 2,446
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,446
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,554
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,554 RefundedBullet 11  
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
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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 addressbulletwww.dircksfoundation.org
    14
    The books are in care ofbulletThomas C Dircks Telephone no.bullet (973) 299-6344
    Located atbullet20 North BriarcliffMountain LakesNJ ZIP+4bullet07046
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    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
     
    No
    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
    Robert E Dircks Trustee
    10.00     		22,000    
    12 Henry Court
    Mt Arlington,NJ07856
    Thomas C Dircks Trustee
    0.00     		0    
    20 North Briarcliff
    Mountain Lakes,NJ07046
    Joan Walsh Trustee
    10.00     		22,000    
    706 Mercers Mill Lane
    West Chester,PA19382
    Carolyn Van Riper Trustee
    15.00     		40,725    
    36 Bridge Street
    Groton,MA01450
    William C Dircks Trustee
    0.00     		0    
    21887 Chase Drive
    Novi,MI48375
    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  
    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.............bullet  
    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
    11,038,016
    b
    Average of monthly cash balances.......................
    1b
    65,068
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,103,084
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    11,103,084
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    166,546
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,936,538
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    546,827
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    546,827
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,446
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,446
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    544,381
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    544,381
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    544,381
    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
    573,510
    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
    573,510
    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
    2,446
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    571,064
    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 7 544,381
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 7,287
    b From 2010....... 74,116
    c From 2011....... 2,966
    d From 2012....... 27,307
    e From 2013....... 11,967
    fTotal of lines 3a through e......... 123,643
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 573,510
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 544,381
    e Remaining amount distributed out of corpus 29,129
    5 Excess distributions carryover applied to 2014.    
    (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 5 152,772
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		7,287
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		145,485
    10 Analysis of line 9:
    a Excess from 2010.... 74,116
    b Excess from 2011.... 2,966
    c Excess from 2012.... 27,307
    d Excess from 2013.... 11,967
    e Excess from 2014.... 29,129
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Robert and Joan Dircks Foundati
    PO Box 6
    Mountain Lakes,NJ07046
    (978) 449-0072
    bThe form in which applications should be submitted and information and materials they should include:
    The application process is as follows:Step 1: Determine eligibility by view funding guidelines at the Robert and Joan Dircks Foundation's web site at www.dircksfoundation.orgIf the criterion is met, the applicant will fill in the information requested in the on-line grant request information section. (This serves as a letter of inquiry and provides the necessary information needed by the review board). Within one week, the applying organization will be contacted regarding the status of the request. If the request is not initially denied the applicant will be provided a user name and password to enable them to submit an application.Step 2: The applicant will complete the application and forward it, with information requested, to the Foundation. The trustees review applications five times each year, January, March, May, August and November.Step 3: If a site visit is requested by the Foundation a representative from the Foundation will contact the organization to set a date. Step 4: After
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Funding Guidelines: The Robert and Joan Dircks Foundation focuses on programs and projects that provide opportunities to children and individuals who are physically, mentally or economically disadvantaged. The Foundation concentrates on small non-profit organizations that provide programs and projects that prevent or solve problems, rather than meet basic needs. Grants are awarded for one year only and typically range from $1,000 to $15,000. Recipients are required to report on the program that was funded and evaluate the effectiveness of the program.Funding Restrictions: Grants are only awarded to organizations that are tax exempt under section 501(c)3 of the Internal Revenue Code. One grant can be awarded by the Foundation to an organization within one calendar year. The Robert and Joan Dircks Foundation does not award grants for political or lobbying activities, operating budgets, deficit or debt reduction, loans or housing projects. Also, grants are not made to programs of national
    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
    Cancer Hope Network
    2 North Road Suite A
    Chester,NJ07930     		None 501(c)3 toward partial funding of a Patient Service Coordinator for one year 7,500
    Why Me Inc
    1152 Pleasant Street
    Worcester,MA01602     		None 501(c)3 toward Childhood Cancer Lifeline and Sherry's House programs 20,000
    Court Appointed Special Advocates
    100 Grove Street
    Worcester,MA01605     		None 501(c)3 toward volunteer recruitment and training 5,000
    The Phoenix Center Inc
    16 Monsignor Owens Place
    Nutley,NJ07110     		None 501(c)3 Community based Instruction & Transition Services Program 10,000
    Michael Lisnow Respite Center
    112 Main Street
    Hopkinton,MA01748     		None 501(c)3 toward Muchael Carter Lisnow Scholarship Fund 20,000
    Cedar Hill Community Development Corp
    226 Cornelia Street
    Boonton,NJ07005     		None 501(c)3 toward the After-School program 7,500
    Maternal & Child Health Consortium
    30 W Barnard St Suite 1
    West Chester,PA19382     		None 501(c)3 toward the Family Benefits and Healthy Start programs 15,000
    College of Mount Saint Vincent
    6301 Riverdale Avenue
    Riverdale,NY10471     		None 501(c)3 toward the annual fund 2,500
    Saint Athanasius Church
    2154 61st Street
    Brooklyn,NY11204     		None 501(c)3 toward academic scholarships for Latino students 20,000
    Emmanuel Cancer Foundation
    1833 Front Street
    Scotch Plains,NJ07076     		  501(c)3 toward the Depression Intervention component of the Family Services program 10,000
    Family Promise of Bergen County
    Ridgewood UMC 100 Dayton Street
    Ridgewood,NJ07450     		None 501(c)3 toward Camp Lots of Fun 5,000
    Happiness is Camping
    2169 Grand Concourse
    Bronx,NY10453     		None 501(c)3 toward Summer Camp's Direct Medical Services 15,000
    Jersey Battered Womens Service Inc
    PO Box 1437
    Morristown,NJ07962     		None 501(c)3 Protective Services 5,000
    Main Street Counseling Center
    8 Marcella Avenue
    West Orange,NJ07052     		None 501(c)3 toward the School-Based Counseling program 6,000
    Medical Needs Foundation
    PO Box 303
    Mountain Lakes,NJ07046     		None 501(c)3 toward the Family Support program 15,000
    Saint Barnabas High School
    425 East 240th Street
    Bronx,NY10470     		None 501(c)3 toward the Sr. Georgette Dircks Scholarship Fund 10,000
    Kelly Anne Dolan Memorial Fund
    602 SBethlehem Pk Bldg D PO Box556
    Ambler,PA19002     		None 501(c)3 toward the Bright Lights and Single Parents project 10,000
    College of Saint Elizabeth
    2 Convent Road
    Morristown,NJ07960     		None 501(c)3 toward Education Department programs 2,500
    North Jersey Navigators Inc
    PO Box 1517
    Bayonne,NJ07002     		None 501(c)3 Adaptive Sports for Children with Disabilites 10,000
    Artistic Realization Technologies I
    11 Whippoorwill Way
    Belle Meade,NJ08502     		  501(c)3 toward the A.R.T. program 7,500
    Loaves Fishes
    PO Box 1
    Ayer,MA01432     		None 501(c)3 toward food for the food pantry 2,000
    Leader Dogs for the Blind
    1039 S Rochester Road
    Rochester,MI48307     		  501(c)3 toward the Leader Dogs' dog training program 2,500
    The Jefferson Foundation
    925 Chestnut Street Suite 110
    Philadelphia,PA19107     		None 501(c)3 to develop pre-operative models for invitro testing before the aneurysm occurs 20,000
    StudentPartner Alliance
    PO Box 566 60 East Willow St
    Millburn,NJ07041     		None 501(c)3 toward the STEM Scholarship program 10,000
    Loyola University Maryland
    4501 North Charles Street
    Baltimore,MD21210     		None 501(c)3 toward the current-use Dircks Family Men's Lacrosse Scholarship 5,000
    CancerCare of New Jersey
    141 Dayton Street
    Ridgewood,NJ07450     		None 501(c)3 toward the CancerCare specialized services for children and adolescents program 5,000
    Planned Lifetime Assistance Network
    Loeser Avenue PO Box 547
    Somerville,NJ08876     		  501(c)3 toward Guardianship, Home Visit Monitoring and Representative Payee services 5,000
    Mine Hill Fire Department
    230 Rt 46 East
    Mine Hill,NJ07803     		None 501(c)3 toward training classes at the Fire Academy and equipment for the firehouse 2,500
    Celtic Charms Therapeutic Horsemans
    671 Fort Plains Road
    Howell,NJ07731     		None 501(c)3 toward the Pink Sock Scholarship Program and Farm maintenance 20,000
    All Saints Community Service Devel
    601 Jackson Street
    Hoboken,NJ07030     		None 501(c)3 toward the Jubilee Center Children's Program 5,000
    Haven of Hope for Kids
    PO Box 292
    Hope,NJ07844     		None 501(c)3 Program Development 5,000
    Quest Therapeutic Services
    461 Cann Road
    West Chester,PA19382     		None 501(c)3 Hippotherapy Services to children with special needs. 15,000
    The CASA Project Inc
    100 Grove Street
    Worcester,MA01605     		None 501(c)3 Court Appointed Special Advocates (CASA) Child Court Advocacy. 10,000
    AcademyOfClinicalAppliedPsychoanaly
    301 S Linvingston Avenue
    Livingston,NJ07039     		None 501(c)3 Joining Forces Program. 7,500
    Adler Aphasia Center
    60 West Hunter Avenue
    Maywood,NJ07607     		None 501(c)3 Computer Lab Upgrade 10,000
    Bergen Volunteer Medical Initiative
    241 Moore Avenue
    Hackensack,NJ07601     		None 501(c)3 Expanding Diabetes Care and Education for Working, Low-Income, Uninsured Residents of Bergen County. 7,500
    Community Soup Kitchen and Outreach
    36 South Street
    Morristown,NJ07960     		None 501(c)3 Expansion of Outreach Center Services 2,000
    Fellowship House of South Camden
    1722 S Broadway
    Camden,NJ08104     		None 501(c)3 Summer Camp 2014 4,500
    FISH Hospitality Program Inc
    456 New Market Road
    Piscataway,NJ08854     		None 501(c)3 Shelter Program 7,500
    HomeSharing Inc
    120 Findern Avenue
    Bridgewater,NJ08807     		None 501(c)3 HomeSharing Program 5,000
    The Lake Drive Foundation for Deaf
    PO Box 155
    Mountain Lakes,NJ07046     		None 501(c)3 Sound Start Program 15,000
    Loyola Clinical Centers
    5911 York Road Suite 100
    Baltimore,MD21210     		None 501(c)3 Technology Therapy Lab 15,000
    NAMI Mercer
    3371 Brunswick Plke
    Lawrenceville,NJ08648     		None 501(c)3 Wellness & Recovery Programs 5,000
    The Sturge-Weber Foundation
    1240 Sussex Purnpike Suite 1
    Randolph,NJ07869     		None 501(c)3 2014 Children & Teens Conference 10,000
    Wings for Success
    PO Box 1184
    Frazer,PA19355     		None 501(c)3 Clothing and Workshop Program 5,000
    Chester County Fund for Women and G
    1025 Andrew Drive Suite 200
    West Chester,PA19380     		None 501(c)3 Girls Advisory Board Program 10,000
    Our Lady of the Magnificat Catholic
    PO Box 445
    Ocean Beach,NY11770     		None   Church Repair and Maintenance 2,500
    180 Turning Lives Around
    1 Bethany Rd Bldg 3 Suite 42
    Hazlet,NJ07730     		None   Amanda's Easel Creative Therapy Program 5,000
    AIDS Law Project of Pennsylvania
    1211 Chestnut Street Suite 600
    Philadelphia,PA19107     		None   Your Life, Your Decisions 1,500
    Cornerstone Family Programs
    62 Elm Street
    Morristown,NJ07960     		None   Grandparents as Caregivers Project 10,000
    Diabete Foundation
    13 Sunflower Avenue
    Paramus,NJ07652     		None   Fostering Futures Program (FFP) 5,000
    East Marlborough Township
    721 Unionville Road
    Kennett Square,PA19348     		None   Unionville Community Park 1,500
    Elijah's Promise
    211 Livingston Avenue
    New Brunswick,NJ08901     		None   Promise Culinary School 6,000
    Fighting Children's Cancer
    1700 Route 23 North 300
    Wayne,NJ07470     		None   Family Assistance Fund 7,500
    Fisherman's Mark
    89 N Main Street
    Lambertville,NJ08530     		None   Fisherman's Mark Bridge to Self Sufficiency 5,000
    Healthy Eyes Alliance
    129 Church Street Suite 820
    New Haven,CT06510     		None   Healthy Eyes for New Jersey Kids Project 5,000
    IM Able Foundation
    220 Park Road North Building 7
    Wyomissing,PA19610     		None   Adaptive Equipment 1,000
    New York Horse Rescue Corporation
    PO Box 435
    Manorville,NY11949     		None   Horse Care 1,500
    Operation Outreach
    360 Woodland St
    Holliston,MA01746     		None   Literacy Program in Plainfield NJ schools 5,000
    Our Lady of Grace
    28 Tarbell Street
    Pepperell,MA01463     		None   2014 Grand Annual collection 1,000
    Pikeswille Volunteer Fire Company
    40 E Sudbrook Lane
    Pikesville,MD21208     		None   Fireman Training & Equipment Upkeep 2,500
    Preschool Advantage
    PO Box 86
    Morris Plains,NJ07950     		None   Quality Early Education for Disadvantaged Children 5,000
    Prevention EducationInc TA PEI Kids
    231 Lawrence Road
    Lawrenceville,NJ08646     		None   Crisis Intervention for Child Victims of Sexual Abuse 5,000
    The Progeria Research Foundation In
    PO Box 3453
    Peabody,MA01961     		None   The Progeria Clinical Trial Expansion 10,000
    Redeem - Her
    1970 Rt 9
    Toms River,NJ08755     		None   Replenish supplies 1,500
    Sisters of Charity - New York
    6301 Riverdale Avenue
    Bronx,NY10471     		None   Prayer Space 2,000
    Sisters of Saint Joseph Welcome Cen
    728 E Allegheny Avenue
    Philadelphia,PA19134     		None   Welcome Center 5,000
    Somerset Home For Temporarily Displ
    49 Brahma Avenue
    Bridgewater,NJ08807     		v   Visual and Performing Arts Education and Recreation Program 5,000
    South Jersey Eye Center
    400 Chambers Avenue
    Camden,NJ08103     		None   Homeless Focus on Vision Care Program 7,500
    St Catherine of Alexandria Parish
    107 North Main Street
    Westford,MA01886     		None   Charitable Activities 1,000
    Saint Agnes Catholic Church
    233 W Gay Street
    West Chester,PA19380     		None   Church Renovation 500
    Saint Cornelius Catholic Church
    160 Ridge Road
    Chadds Ford,PA19317     		None   Church Bells 2,000
    The Basilica Parish of the Sacred H
    168 Hill Street
    Southampton,NY11968     		None   In Nomine Domini 1,000
    The Stephen Chandlre Ericson Founda
    28 West Market Street
    West Chester,PA19382     		None   The Stephen Chandler Ericson Foundation 500
    Volunteer Lawyers for Justice
    PO Box 32040
    Newark,NJ07102     		None   Children's Special Education Project 4,000
    YMCA of the Brandywine Valley
    1 Chestnut Street
    West Chester,PA19380     		None   SPLASH - Water Safety Program 1,000
    YMCA of the Brandywine Valley
    1 Chestnut Street
    West Chester,PA19380     		None   Jacinda Miller Fund 1,000
    Total .................................bullet 3a 526,500
    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 ............     		    14 7,759  
    4 Dividends and interest from securities....     14 206,478  
    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 .............     		        101,027
    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)..   214,237 101,027
    13Total. Add line 12, columns (b), (d), and (e)..................
    13315,264
    (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: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 5,650 3,390 0 2,260

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    iShares Tips Bond ETF 84,008 84,008

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    iShares Tr MSCI EAFE Index Fd (EFA) 173,146 173,146
    iShares Russell 2000 Growth Index Fd 995,236 995,236
    iShares Iboxx$ High Yield Corp Bd Fd 81,984 81,984
    Powershares Global Exchange Traded Fd 84,480 84,480
    SPDR S&P 500 ETF Trust Unit Ser 1 (SPY) 943,429 943,429
    SPDR Gold Tr Gold Shs (GLD) 64,400 64,400
    SPDR SER Tr DB Intl Govt Inflation Prote 14,238 14,238
    SPDR SER Tr S&P Oil & Gas Expl & Prodtn 87,871 87,871
    Sector SPDR Tr Shs Ben Int Energy (XLE) 101,721 101,721
    Vanguard Sector Index Fds Utils Vipers 210,841 210,841
    Vanguard Index Fds Vanguard Growth Viper 1,429,621 1,429,621
    Vanguard Index Fds Vanguard Small Cap 507,121 507,121
    Wisdomtree Tr Intl Smallcap Divid Fd 314,243 314,243
    Vanguard REIT Index Fund (VGSIX) 297,027 297,027
    Wintergreen Fund (WGRIX) 323,523 323,523
    General Electric Co (GE) 42,959 42,959
    iShares Inc MSCI Canada Index Fd (EWC) 127,330 127,330
    iShares Tr MSCI Emerging Mkts Index Fd 578,977 578,977
    iShares IBOXX $ Investop Investment Grad 322,407 322,407
    SPDR Series Trust GLB Dow ETF (DGT) 231,213 231,213
    Apple Inc (APPL) 200,892 200,892
    Barclays Bank PLC Ipath GS Crude Oil 42,636 42,636
    Cablevision Sys Corp NY Group Cl A Com 84,624 84,624
    Caterpillar Inc (CAT) 54,918 54,918
    Intel Corp. 69,677 69,677
    Intl Business Mac (IBM) 44,121 44,121
    iShares Inc MSCI Pacific ex Japan Index 113,962 113,962
    iShares Tr S&P Latin Amer 40 Index Fd 87,128 87,128
    iShares Tr S&P Global Infrastructure Inx 91,718 91,718
    iShares Tr MSCI EAFE Value Index Fd 164,776 164,776
    Market Vectors ETF Tr Gold Miners ETF 26,596 26,596
    McDonalds Corp (MCD)    
    Pepsico Inc (PEP) 75,648 75,648
    Wisdomtree Tr India Earnings Fd 139,599 139,599
    iShares Select Dividend ETF 91,707 91,707
    iShares China Large Cap ETF 141,342 141,342
    Vanguard Specialized Portfolios Div Appr 117,195 117,195
    Vanguard FTSE Developed Market 111,519 111,519
    Vanguard Whitehall FDS High Dividend 119,144 119,144
    Fidelity Magellan    
    AT&T (T) 33,859 33,859
    Chevron Corp (CVX) 108,927 108,927
    ConocoPhillips (COP) 107,734 107,734
    Costco Wholesale Corp (COST) 62,370 62,370
    Exxon Mobil Corp (XCM) 105,670 105,670
    Ford Motor Corp (F) 50,375 50,375
    IShares S&P MSCI GSCI Commodity Indexed 2,741 2,741
    IShares S&P MidCap 400 Value ETF (IWO) 20,708 20,708
    IShares TR Intl Developed Real Estate 15,020 15,020
    Pfizer Inc (PFE) 55,167 55,167
    Powershares DB Commodity Index (DBC) 2,934 2,934
    Powershares ETF Traded Fd (PHO) 4,069 4,069
    Select Sector SPDR TR (XLB) 6,558 6,558
    Vanguard Relecommunications Svcs Vipers 48,799 48,799
    Vanguard Index Funds Small Cap 20,625 20,625
    Vanguard Index Funds Mid Cap 21,129 21,129
    Verizon Communications (VZ) 62,217 62,217
    Wal-Mart Stores Inc (WMT) 56,681 56,681
    Wisdomtree Emerging Mkts (DGS) 26,500 26,500
    Wisdomtree Emerging Mkts Eqty Inc (DEM) 24,200 24,200

    TY 2014 OtherExpensesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues 8,150 4,890   3,260
    Investment Fees 274 274   110
    Office Supplies 342 205   137
    Postage 520 312   208
    Telephone 207 124   83
    Website Maintenance 312 187   125


    TY 2014 OtherIncreasesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    Robert & Joan Dircks Foundation Inc
    EIN: 22-3135737
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Section 4940 Excise Tax 7,942 4,765   3,177