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
THE SCHEUMANN FOUNDATION INC
C/O JOHN B SCHEUMANN

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 811   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAFAYETTE, IN479020811
A Employer identification number

30-0129316
B Telephone number (see instructions)

(765) 742-0300
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$6,383,254J 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).............. 246,928
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 67,794 67,794  
4 Dividends and interest from securities...... 186,339 186,339  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 150,311
b Gross sales price for all assets on line 6a 2,427,921
7 Capital gain net income (from Part IV, line 2)... 1,360
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)....... Click to see attachment 7,495    
12 Total. Add lines 1 through 11........ 658,867 255,493  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 9,304      
c Other professional fees (attach schedule).... Click to see attachment 48,122 48,122    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,485 7,485    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,711 7,711    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 72,622 63,318   0
25 Contributions, gifts, grants paid........ 66,000 66,000
26 Total expenses and disbursements. Add lines 24 and 25 138,622 63,318   66,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 520,245
b Net investment income (if negative, enter -0-) 192,175
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 25,072 78,156 78,156
2 Savings and temporary cash investments..........      
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........... 1,208 1,404 1,404
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,881,508 Click to see attachment6,303,694 6,303,694
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,907,788 6,383,254 6,383,254
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,907,788 6,383,254
30 Total net assets or fund balances (see instructions)...... 5,907,788 6,383,254
31 Total liabilities and net assets/fund balances (see instructions).. 5,907,788 6,383,254
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 5,907,788
2 Enter amount from Part I, line 27a..................... 2 520,245
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,428,033
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 44,779
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,383,254
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 1,360
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 303,513 5,489,298 0.055292
2012 237,550 5,465,534 0.043463
2011 127,260 5,353,787 0.023770
2010 485,500 5,521,616 0.087927
2009 490,000 5,680,526 0.086260
2 Total of line 1, column (d) ...................... 2 0.296712
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 0.059342
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,630,024
5 Multiply line 4 by line 3....................... 5 334,097
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,922
7 Add lines 5 and 6......................... 7 336,019
8 Enter qualifying distributions from Part XII, line 4.............. 8 66,000
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 3,844
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 3,844
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 3,844
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,248
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,248
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 4,404
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,404 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
 
 
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)
    bulletIN
    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 ofbulletJOHN B SCHEUMANN Telephone no.bullet (765) 742-0300
    Located atbulletPO BOX 811LAFAYETTEIN ZIP+4bullet47902
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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
    JOHN B SCHEUMANN PRES/TREAS
    1.00     		0 0 0
    34 THISE COURT
    LALAYETTE,IN47905
    JOHN B SCHEUMANN JR SECY
    1.00     		0 0 0
    3322 CROSSPOINT CT
    LAFAYETTE,IN47909
    JUNE M SCHEUMANN ASST SECY
    1.00     		0 0 0
    34 THISE COURT
    LAFAYETTE,IN47905
    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 N/A  
    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
    5,692,227
    b
    Average of monthly cash balances.......................
    1b
    23,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,715,760
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,715,760
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    85,736
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,630,024
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    281,501
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    281,501
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,844
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    277,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    277,657
    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
    277,657
    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
    66,000
    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
    66,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    66,000
    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 7 277,657
    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....... 122,562
    b From 2010....... 212,102
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 31,439
    fTotal of lines 3a through e......... 366,103
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 66,000
    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).........     		 
    d Applied to 2014 distributable amount..... 66,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 211,657 211,657
    (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 5 154,446
    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) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		154,446
    10 Analysis of line 9:
    a Excess from 2010.... 123,007
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 31,439
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    JOHN SCHEUMANN
    PO BOX 811
    LAFAYETTE,IN479020811
    (765) 742-0300
    bThe form in which applications should be submitted and information and materials they should include:
    1. NAME/ADDRESS/TELEPHONE NUMBER 2. EXEMPT STATUS 3. NATURE OF REQUEST 4. FINANCIAL DATA
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS AND LIMITATIONS WHICH WOULD JEOPARDIZE THE EXEMPT FOUNDATION STATUS.
    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
    BALL STATE UNIVERSITY
    2000 W UNIVERSITY AVE
    MUNCIE,IN47306     		    FOOTBALL FACILITY EXPANSION 20,000
    HABITAT FOR HUMANITY
    420 SOUTH 1ST STREET
    LAFAYETTE,IN47905     		    GENERAL FUND 35,000
    RILEY CHILDREN'S FOUNDATION
    30 SOUTH MERIDIAN STREET
    SUITE 200
    INDIANAPOLIS,IN46204     		    HOLLIDAY CHALLENGE 1,000
    WABASH CENTER
    2000 GREENBUSH STREET
    LAFAYETTE,IN47904     		    GENERAL FUND 10,000
    Total .................................bullet 3a 66,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 67,794  
    4 Dividends and interest from securities....     14 186,339  
    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 .............     		    14 1,360 148,951
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aNONTAXABLE - DISTRIBUTIONS     14 7,235  
    bMISCELLANEOUS INCOME     14 191  
    cBLACKSTONE GROUP LP     14 65  
    dBLACKSTONE GROUP LP 211110 4      
    e
    12 Subtotal. Add columns (b), (d), and (e).. 4 262,984 148,951
    13Total. Add line 12, columns (b), (d), and (e)..................
    13411,939
    (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:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 9,304      

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

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ELI LILLY 2014-11 PURCHASE 2014-12   8,450 8,046     404  
    VERIZON COMMUNICATIONS 2014-02 PURCHASE 2014-02   39 40     -1  
    VERIZON COMMUNICATIONS 2014-02 PURCHASE 2014-02   9,366 9,767     -401  
    DOMINION RES NEW 2011-05 PURCHASE 2014-06   3,533 2,408     1,125  
    RAYTHEON CO 2012-04 PURCHASE 2014-03   8,663 4,755     3,908  
    ASTRAZENECA PLC 2008-07 PURCHASE 2014-05   11,091 7,049     4,042  
    BOEING CO 2009-07 PURCHASE 2014-03   24,763 7,848     16,915  
    DOMINION RES NEW 2010-07 PURCHASE 2014-06   13,071 7,976     5,095  
    HALYARD HEALTH INC 2009-07 PURCHASE 2014-10   28 14     14  
    KRAFT FOOD GROUPS INC 2008-06 PURCHASE 2014-02   4,806 3,157     1,649  
    KRAFT FOOD GROUPS INC 2009-07 PURCHASE 2014-02   3,772 2,188     1,584  
    VODAFONE GROUP PLC 2009-07 PURCHASE 2014-02   30 26     4  
    AGNICO EAGLE MINES LTD 2013-12 PURCHASE 2014-01   11,422 9,652     1,770  
    CIGNA CORPORATION 2013-08 PURCHASE 2014-03   7,832 7,592     240  
    CIGNA CORPORATION 2013-08 PURCHASE 2014-03   9,350 9,184     166  
    DOLLAR TREE INC. 2013-05 PURCHASE 2014-04   8,639 8,218     421  
    GRIFOLS SA 2014-01 PURCHASE 2014-11   2,219 2,453     -234  
    GRIFOLS SA 2014-02 PURCHASE 2014-11   787 868     -81  
    JARDEN CORP 2013-09 PURCHASE 2014-07   340 290     50  
    MARATHON OIL 2014-07 PURCHASE 2014-11   7,121 8,837     -1,716  
    STATOIL ASA 2014-06 PURCHASE 2014-10   3,823 5,267     -1,444  
    STATOIL ASA 2014-06 PURCHASE 2014-10   364 501     -137  
    STATOIL ASA 2014-06 PURCHASE 2014-11   466 658     -192  
    STATOIL ASA 2014-06 PURCHASE 2014-11   4,287 6,109     -1,822  
    STATOIL ASA 2014-06 PURCHASE 2014-12   363 601     -238  
    STATOIL ASA 2014-06 PURCHASE 2014-12   2,157 3,591     -1,434  
    STATOIL ASA 2014-07 PURCHASE 2014-12   2,921 4,655     -1,734  
    TOYOTA MOTOTR CP 2013-08 PURCHASE 2014-07   473 506     -33  
    WESTAR ENERGY INC 2014-05 PURCHASE 2014-09   4,488 4,313     175  
    WESTAR ENERGY INC 2014-05 PURCHASE 2014-10   3,951 4,101     -150  
    WESTAR ENERGY INC 2014-05 PURCHASE 2014-10   477 496     -19  
    WESTAR ENERGY INC 2014-05 PURCHASE 2014-10   4,287 4,220     67  
    WESTAR ENERGY INC 2014-05 PURCHASE 2014-10   4,005 3,901     104  
    WESTAR ENERGY INC 2014-06 PURCHASE 2014-10   546 546        
    WESTAR ENERGY INC 2014-06 PURCHASE 2014-10   3,815 3,786     29  
    YAHOO INC 2013-07 PURCHASE 2014-07   9,150 7,227     1,923  
    BLACKSTONE GROUP 2014-02 PURCHASE 2014-10   4,376 4,506     -130  
    BLACKSTONE GROUP 2014-02 PURCHASE 2014-12   5,004 4,724     280  
    BLACKSTONE GROUP 2014-08 PURCHASE 2014-12   2,220 2,201     19  
    BLACKSTONE GROUP 2014-08 PURCHASE 2014-12   6,788 6,834     -46  
    ADIDAS-SALOMON 2011-09 PURCHASE 2014-04   3,857 2,444     1,413  
    ADIDAS-SALOMON 2011-12 PURCHASE 2014-04   4,951 3,022     1,929  
    ADIDAS SALOMON 2011-12 PURCHASE 2014-05   5,298 3,181     2,117  
    ADIDAS SALOMON 2012-11 PURCHASE 2014-05   11,390 9,469     1,921  
    BASF 2011-09 PURCHASE 2014-09   987 643     344  
    BASF 2012-08 PURCHASE 2014-09   2,567 2,002     565  
    BASF 2012-11 PURCHASE 2014-09   1,086 986     100  
    BASF 2012-11 PURCHASE 2014-09   7,633 6,902     731  
    BCE INC 2012-11 PURCHASE 2014-01   3,996 4,026     -30  
    BE AEROSPACE INC 2012-05 PURCHASE 2014-05   8,321 3,905     4,416  
    BLACKROCK INC 2013-04 PURCHASE 2014-05   8,414 7,246     1,168  
    BRITISH AMER TOB 2011-09 PURCHASE 2014-01   505 450     55  
    COMCAST CORP 2012-11 PURCHASE 2014-07   537 368     169  
    COPA HOLDINGS 2011-10 PURCHASE 2014-09   4,652 2,575     2,077  
    COPA HOLDINGS 2011-12 PURCHASE 2014-09   2,012 1,029     983  
    COPA HOLDINGS 2011-12 PURCHASE 2014-09   7,215 4,053     3,162  
    COPA HOLDINGS 2012-11 PURCHASE 2014-09   458 376     82  
    DOLLAR TREE 2013-05 PURCHASE 2014-07   272 251     21  
    DOLLAR TREE 2013-05 PURCHASE 2014-08   7,501 6,965     536  
    JPMORGAN CHASE 2011-02 PURCHASE 2014-05   4,687 3,948     739  
    JPMORGAN CHASE 2011-05 PURCHASE 2014-05   1,907 1,533     374  
    JPMORGAN CHASE 2012-11 PURCHASE 2014-05   2,071 1,554     517  
    JPMORGAN CHASE 2012-11 PURCHASE 2014-06   3,271 2,331     940  
    JPMORGAN CHASE 2013-01 PURCHASE 2014-06   4,303 3,504     799  
    JPMORGAN CHASE 2013-01 PURCHASE 2014-06   3,156 2,569     587  
    MARUBENI CORP 2011-05 PURCHASE 2014-02   982 960     22  
    MARUBENI CORP 2012-11 PURCHASE 2014-02   5,189 4,910     279  
    MASTERCARD INC 2012-04 PURCHASE 2014-02   5,826 3,506     2,320  
    MASTERCARD INC 2012-04 PURCHASE 2014-02   2,331 1,375     956  
    MASTERCARD INC 2012-04 PURCHASE 2014-07   3,774 2,149     1,625  
    PHILLIP MORRIS INTL INC 2012-11 PURCHASE 2014-02   5,428 6,115     -687  
    SAP AG 2012-09 PURCHASE 2014-02   5,625 5,402     223  
    SAP AG 2012-11 PURCHASE 2014-02   3,075 3,191     -116  
    SAP AG 2012-11 PURCHASE 2014-02   8,492 8,327     165  
    SEVEN & I HLDGS CO LTD 2012-07 PURCHASE 2014-12   4,296 3,568     728  
    SEVEN & I HLDGS CO LTD 2012-08 PURCHASE 2014-12   3,222 2,886     336  
    SHIRE PLC 2011-04 PURCHASE 2014-05   8,028 4,248     3,780  
    SHIRE PLC 2012-11 PURCHASE 2014-05   683 346     337  
    SHIRE PLC 2012-11 PURCHASE 2014-07   8,719 2,942     5,777  
    SHIRE PLC 2013-02 PURCHASE 2014-07   1,539 610     929  
    SHIRE PLC 2013-02 PURCHASE 2014-07   255 102     153  
    TEXAS CAP BNCSHS INC 2012-03 PURCHASE 2014-03   1,912 1,054     858  
    TEXAS CAP BNCSHS INC 2012-11 PURCHASE 2014-03   2,231 1,580     651  
    TEXAS CAP BNCSHS INC 2012-11 PURCHASE 2014-06   3,492 2,889     603  
    TEXAS CAP BNCSHS INC 2012-11 PURCHASE 2014-06   3,154 2,618     536  
    TEXAS CAP BNCSHS INC 2012-11 PURCHASE 2014-06   2,972 2,483     489  
    TOYOTA MOTOR CORP 2013-08 PURCHASE 2014-09   4,835 5,315     -480  
    UBS AG 2011-12 PURCHASE 2014-10   3,398 2,690     708  
    UBS AG 2012-09 PURCHASE 2014-10   1,497 1,233     264  
    UBS AG 2012-09 PURCHASE 2014-10   2,118 1,579     539  
    UBS AG 2012-10 PURCHASE 2014-10   2,135 1,560     575  
    UBS AG 2012-10 PURCHASE 2014-10   241 189     52  
    ACTAVIS PLC 2013-09 PURCHASE 2014-10   8,537 5,040     3,497  
    ALLIED WORLD ASSUR HLDGS LTD 2010-02 PURCHASE 2014-07   464 177     287  
    ALLIED WORLD ASSUR HLDGS LTD 2010-02 PURCHASE 2014-10   4,251 1,683     2,568  
    APPLE INC 2010-08 PURCHASE 2014-01   4,503 2,272     2,231  
    APPLE INC 2010-09 PURCHASE 2014-01   4,503 2,326     2,177  
    BASF SE 2009-11 PURCHASE 2014-09   4,739 2,846     1,893  
    BCE INC 2009-11 PURCHASE 2014-01   2,103 1,291     812  
    BCE INC 2010-02 PURCHASE 2014-01   2,945 1,866     1,079  
    BRITISH AMER TOB 2009-11 PURCHASE 2014-01   3,397 2,266     1,131  
    BRITHISH AMER TOB 2009-11 PURCHASE 2014-01   2,626 1,733     893  
    KLX INC 2012-05 PURCHASE 2014-12   21       21  
    MARUBENI CORP 2010-02 PURCHASE 2014-02   2,805 2,294     511  
    MARUBENI CORP 2010-02 PURCHASE 2014-02   2,805 2,343     462  
    PHILIP MORRIS INTL INC 2009-11 PURCHASE 2014-02   6,785 4,263     2,522  
    ABERDEEN ASIA-PAC 2014-03 PURCHASE 2014-06   2,642 2,577     65  
    DANAHER CORP 2013-03 PURCHASE 2014-03   5,573 4,486     1,087  
    EATON VANCE LTD DURATION FD 2013-08 PURCHASE 2014-03   9,114 8,708     406  
    EATON VANCE TAX MGD DIV EQU FD 2013-03 PURCHASE 2014-03   2,935 2,526     409  
    ENBRIDGE ENERGY MGMT LLC 2013-03 PURCHASE 2014-03   4,020 3,766     254  
    TEMPLETON GLOBAL BD FD 2013-03 PURCHASE 2014-03   51,715 53,756     -2,041  
    VERIZON COMMUNICATIONS 2014-02 PURCHASE 2014-02   21 22     -1  
    VERIZON COMMUNICATIONS 2014-02 PURCHASE 2014-03   14,336 14,531     -195  
    WASH REAL EST INV TR 2013-03 PURCHASE 2014-03   2,778 2,949     -171  
    SEADRILL LTD 2013-05 PURCHASE 2014-03   6,259 6,978     -719  
    ABBOT LABORATORIES 2012-11 PURCHASE 2014-03   519 407     112  
    ABBVIE INC 2012-11 PURCHASE 2014-03   520 339     181  
    ASTRAZENECA PLC 2011-05 PURCHASE 2014-03   8,447 6,428     2,019  
    ASTRAZENECA PLC 2011-05 PURCHASE 2014-03   3,919 2,942     977  
    ASTRAZENECA PLC 2011-05 PURCHASE 2014-05   10,389 6,694     3,695  
    ASTRAZENECA PLC 2011-08 PURCHASE 2014-05   32,740 18,208     14,532  
    CHEVRON CORP 2011-08 PURCHASE 2014-03   6,850 5,603     1,247  
    ENBRIDGE ENERGY MANAGEMENT 2012-09 PURCHASE 2014-03   19,827 19,944     -117  
    ENBRIDGE ENERGY MANAGEMENT 2012-11 PURCHASE 2014-03   2,699 2,755     -56  
    ENBRIDGE ENERGY MANAGEMENT 2012-11 PURCHASE 2014-03   4,461 4,438     23  
    GENERAL ELECTRIC CO 2011-08 PURCHASE 2014-03   7,880 4,744     3,136  
    HEALTH CARE REIT INC 2012-11 PURCHASE 2014-03   10,348 10,049     299  
    HEALTH CARE REIT INC 2012-11 PURCHASE 2014-03   7,434 7,287     147  
    INTEL CORP 2011-08 PURCHASE 2014-06   3,445 2,582     863  
    ISHARES IBOX H/Y COR BD ETF 2012-11 PURCHASE 2014-03   6,710 6,562     148  
    MICROSOFT CORP 2012-11 PURCHASE 2014-03   3,608 2,861     747  
    MICROSOFT CORP 2012-11 PURCHASE 2014-06   1,920 1,415     505  
    PIMCO 0-5 YEAR H/Y CORP BOND 2012-11 PURCHASE 2014-03   12,183 11,663     520  
    WASH REAL EST INV TR MARYLAND 2012-10 PURCHASE 2014-03   16,034 16,584     -550  
    WASH REAL EST INV TR MARYLAND 2012-11 PURCHASE 2014-03   1,894 1,899     -5  
    WASH REAL EST INV TR MARYLAND 2012-11 PURCHASE 2014-03   3,283 3,319     -36  
    WASTE MANAGEMENT INC 2012-10 PURCHASE 2014-03   1,280 989     291  
    WELLS FARGO HIGH INCOME 2012-11 PURCHASE 2014-03   5,186 5,323     -137  
    WELLS FARGO HIGH INCOME 2012-11 PURCHASE 2014-09   90,284 94,676     -4,392  
    WELLS FARGO HIGH INCOME 2012-11 PURCHASE 2014-09   45 47     -2  
    WELLS FARGO HIGH INCOME 2012-12 PURCHASE 2014-09   506 534     -28  
    WELLS FARGO HIGH INCOME 2012-12 PURCHASE 2014-09   434 458     -24  
    WELLS FARGO HIGH INCOME 2013-01 PURCHASE 2014-09   447 475     -28  
    WELLS FARGO HIGH INCOME 2013-02 PURCHASE 2014-09   439 465     -26  
    WELLS FARGO HIGH INCOME 2013-03 PURCHASE 2014-09   47,014 50,000     -2,986  
    WELLS FARGO HIGH INCOME 2013-03 PURCHASE 2014-09   482 512     -30  
    WELLS FARGO HIGH INCOME 2013-04 PURCHASE 2014-09   662 713     -51  
    WISDOMTREE TRUST EMRG MKT EQ 2012-05 PURCHASE 2014-03   2,739 3,110     -371  
    ABERDEEN ASIA-PAC PR INC FD 2013-05 PURCHASE 2014-06   34,265 39,733     -5,468  
    AT&T INC 2009-08 PURCHASE 2014-03   3,305 2,668     637  
    DANAHER CORPORATION 2009-08 PURCHASE 2014-03   57,254 23,288     33,966  
    ENBRIDGE ENERGY MANAGEMENT 2012-09 PURCHASE 2014-02   14 14        
    HOMEYWELL INTERNATIONAL INC 2009-08 PURCHASE 2014-03   32,997 12,142     20,855  
    ISHARES S&P US PFD STK IDX FD 2009-12 PURCHASE 2014-03   1,650 1,565     85  
    ISHARES S&P US PFD STK IDX FD 2009-12 PURCHASE 2014-06   39,343 36,393     2,950  
    MARKWEST ENGY PTNRS LP 2012-12 PURCHASE 2014-12   38,911 30,113     8,798  
    MARKWEST ENGY PTNRS LP 2012-12 PURCHASE 2014-12   25,896 20,014     5,882  
    SEADRILL LTD 2013-05 PURCHASE 2014-12   10,970 32,956     -21,986  
    UTILITIES SEL SECT SPDR FUND 2009-08 PURCHASE 2014-03   5,006 3,631     1,375  
    VANGUARD FTSE PACIFIC ETF 2009-08 PURCHASE 2014-03   13,099 11,161     1,938  
    VODAFONE GROUP PLC 2011-08 PURCHASE 2014-02   11 13     -2  
    WALT DISNEY CO HLDG CO 2010-05 PURCHASE 2014-03   15,864 6,388     9,476  
    WILLIAMS PARTNERS LTD 2012-12 PURCHASE 2014-12   46,999 50,021     -3,022  
    AMERICAN EXPRESS 2012-08 PURCHASE 2014-10   20,516 20,479     37  
    AVON PRODUCTS 2013-02 PURCHASE 2014-10   20,814 21,041     -227  
    BALL CORP 2012-03 PURCHASE 2014-10   10,444 10,195     249  
    BANK OF AMERICA 2013-01 PURCHASE 2014-10   16,342 16,205     137  
    BEAR STEARNS CO 2012-04 PURCHASE 2014-10   5,824 5,649     175  
    BEAR STEARNS CO 2013-02 PURCHASE 2014-10   17,473 17,460     13  
    BOSTON PROPERTIES 2012-03 PURCHASE 2014-10   17,203 16,767     436  
    CITIGROUP INC 2013-02 PURCHASE 2014-10   17,072 16,988     84  
    CONSELLATION 2012-03 PURCHASE 2014-10   16,719 16,111     608  
    CROWN CASTLE 2012-04 PURCHASE 2014-05   21,356 21,306     50  
    CSC HOLDINGS INC 2012-03 PURCHASE 2014-10   17,534 16,708     826  
    DENBURY RESOURCE 2012-03 PURCHASE 2014-05   16,427 16,300     127  
    DOW CHEMICAL CO 2013-04 PURCHASE 2014-10   12,632 12,683     -51  
    EXELON GENERATION 2013-03 PURCHASE 2014-10   16,805 16,744     61  
    FHLMC 2012-10 PURCHASE 2014-10   35,043 35,103     -60  
    FHLMC 2013-01 PURCHASE 2014-10   10,012 10,015     -3  
    FHLMC 2013-04 PURCHASE 2014-10   15,018 15,126     -108  
    FIRST HORIZON NAT 2012-03 PURCHASE 2014-10   20,900 20,425     475  
    FNMA POOL 2012-01 PURCHASE 2014-02   905 977     -72  
    FNMA POOL 2012-01 PURCHASE 2014-03   844 911     -67  
    FNMA POOL 2012-01 PURCHASE 2014-04   902 974     -72  
    FNMA POOL 2012-01 PURCHASE 2014-05   820 886     -66  
    FNMA POOL 2012-01 PURCHASE 2014-06   814 878     -64  
    FNMA POOL 2012-01 PURCHASE 2014-07   795 858     -63  
    FNMA POOL 2012-01 PURCHASE 2014-08   878 948     -70  
    FNMA POOL 2012-01 PURCHASE 2014-09   811 876     -65  
    FNMA POOL 2012-01 PURCHASE 2014-10   790 853     -63  
    FNMA POOL 2012-01 PURCHASE 2014-10   18,524 19,519     -995  
    FNMA POOL 2012-01 PURCHASE 2014-11   765 826     -61  
    GOLDMAN SACHS 2013-04 PURCHASE 2014-10   22,479 22,329     150  
    HANESBRANDS INC 2013-02 PURCHASE 2014-10   21,219 21,382     -163  
    HCP INC 2012-11 PURCHASE 2014-10   14,896 14,959     -63  
    HEALTH CARE REIT 2012-03 PURCHASE 2014-10   16,305 15,528     777  
    HERTZ CORPORATION 2013-05 PURCHASE 2014-10   15,594 16,099     -505  
    HEWLETT-PACKARD 2012-11 PURCHASE 2014-10   20,596 19,749     847  
    JEFFERIES GROUP 2013-03 PURCHASE 2014-10   16,284 16,029     255  
    KINDER MORGAN ENG 2012-12 PURCHASE 2014-10   16,392 16,419     -27  
    LAZARD GROUP 2012-02 PURCHASE 2014-10   16,866 15,722     1,144  
    LIMITED BRANDS 2012-02 PURCHASE 2014-10   5,623 5,383     240  
    LIMITED BRANDS 2012-03 PURCHASE 2014-10   11,246 10,701     545  
    MACYS RETAIL HLDG 2012-11 PURCHASE 2014-10   14,663 14,683     -20  
    NATIONSBANK CORP 2009-12 PURCHASE 2014-10   222,115 207,592     14,523  
    NOVA CHEMICALS CO 2012-09 PURCHASE 2014-11   10,431 11,115     -684  
    PEABODY ENERGY 2012-01 PURCHASE 2014-10   5,173 5,268     -95  
    PEABODY ENERGY 2012-02 PURCHASE 2014-10   10,346 10,624     -278  
    PETROBRAS INTL 2012-03 PURCHASE 2014-10   15,850 16,153     -303  
    REGIONS FINANCIAL 2012-04 PURCHASE 2014-10   999 1,001     -2  
    REGIONS FINANCIAL 2012-04 PURCHASE 2014-10   4,995 5,004     -9  
    SALLY HLDGS LLC 2012-09 PURCHASE 2014-10   16,040 16,393     -353  
    SLM CORPORATION 2013-02 PURCHASE 2014-10   20,154 20,284     -130  
    TESORO CORP 2013-02 PURCHASE 2014-10   10,346 10,242     104  
    TESORO CORP 2013-03 PURCHASE 2014-10   5,173 5,166     7  
    US TSY NOTE 2013-05 PURCHASE 2014-10   14,435 14,844     -409  
    US TSY NOTE 2013-05 PURCHASE 2014-10   19,246 19,305     -59  
    US TSY NOTE 2013-06 PURCHASE 2014-10   9,623 9,649     -26  
    US TSY NOTE 2013-06 PURCHASE 2014-10   24,058 24,227     -169  
    US TSY NOTE 2013-06 PURCHASE 2014-10   9,623 9,310     313  
    US TSY NOTE 2012-06 PURCHASE 2014-10   30,263 31,115     -852  
    US TSY NOTE 2012-06 PURCHASE 2014-10   40,351 41,582     -1,231  
    US TSY NOTE 2012-01 PURCHASE 2014-10   73,051 73,440     -389  
    US TSY NOTE 2012-03 PURCHASE 2014-10   73,869 73,526     343  
    VALE OVERSEAS 2008-04 PURCHASE 2014-10   21,938 20,073     1,865  
    WELLS FARGO CO 2012-08 PURCHASE 2014-10   16,848 16,727     121  
    WILLIS NORTH AMER 2012-03 PURCHASE 2014-10   16,304 15,876     428  
    YUM BRANDS INC 2012-07 PURCHASE 2014-10   11,251 11,200     51  
    LONES LANG LASALLE INCOME PROPERTY T 2004-12 PURCHASE 2015-09   31,066 72,006     -40,940  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - MORGAN STANLEY 6,303,694 6,303,694

    TY 2014 OtherDecreasesSchedule
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK SERVICE CHARGE 20 20    
    BOND PURCH INT/PREMIUM AMORTI 7,691 7,691    


    TY 2014 OtherIncomeSchedule2
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONTAXABLE - DISTRIBUTIONS 7,235    
    MISCELLANEOUS INCOME 191    
    BLACKSTONE GROUP LP 65    
    BLACKSTONE GROUP LP 4    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 48,122 48,122    


    TY 2014 TaxesSchedule
    Name:
    THE SCHEUMANN FOUNDATION INC
    C/O JOHN B SCHEUMANN
    EIN: 30-0129316
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 3,641 3,641    
    EXCISE TAX 3,844 3,844