Form990-PF
Click to see list of attachments

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
Albert Haller Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 2739   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sequim, WA98382
A Employer identification number

91-1556810
B Telephone number (see instructions)

(360) 683-1119
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$11,011,874J 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 54 54  
4 Dividends and interest from securities...... 211,514 211,514  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,038
b Gross sales price for all assets on line 6a 721,732
7 Capital gain net income (from Part IV, line 2)... 257,038
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 88,972 76,972  
12 Total. Add lines 1 through 11........ 557,578 545,578  
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)......... Click to see attachment 5,073     1,522
b Accounting fees (attach schedule)....... Click to see attachment 6,361     3,181
c Other professional fees (attach schedule).... Click to see attachment 28,463 28,463    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,822 2,822    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 120     60
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 11,414     1,316
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,253 31,285   6,079
25 Contributions, gifts, grants paid........ 557,062 557,062
26 Total expenses and disbursements. Add lines 24 and 25 611,315 31,285   563,141
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -53,737
b Net investment income (if negative, enter -0-) 514,293
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...............      
2 Savings and temporary cash investments.......... 228,664 429,359 429,359
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...........   4,848 4,848
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet419,873
Less: accumulated depreciation (attach schedule) bullet   416,184 Click to see attachment419,873 2,100,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,246,579 6,981,885 8,471,607
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,604 Click to see attachment6,060 Click to see attachment6,060
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,898,031 7,842,025 11,011,874
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) Click to see attachment2,269  
23 Total liabilities (add lines 17 through 22).......... 2,269 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 7,895,762 7,842,025
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)...... 7,895,762 7,842,025
31 Total liabilities and net assets/fund balances (see instructions).. 7,898,031 7,842,025
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 7,895,762
2 Enter amount from Part I, line 27a..................... 2 -53,737
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,842,025
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 7,842,025
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Capital Gain Distributions P 2013-01-01 2014-12-31
b 860.338 Vanguard Windsor 2 P 2010-01-01 2014-09-26
c 21543.759 Vanguard Short Term Inv P 2010-01-01 2014-10-20
d 2165.44 Vanguard Midcap Signal P 2010-12-14 2014-09-26
e 1047.559 Vanguard GR Signal P 2010-12-14 2014-09-26
5137.848 Vanguard Small Cap P 2010-12-14 2014-07-01
603.443 Vanguard Small Cap P 2010-12-14 2014-07-30
Settlement Proceeds P 2012-01-01 2014-12-31
(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 127,849     127,849
b 59,976   44,277 15,699
c 232,002   231,945 57
d 99,976   62,698 37,278
e 49,976   30,432 19,544
130,837   82,265 48,572
20,946   13,077 7,869
170     170
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       127,849
b       15,699
c       57
d       37,278
e       19,544
      48,572
      7,869
      170
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 2 257,038
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 507,244 10,475,156 0.04842
2012 494,914 9,907,904 0.04995
2011 491,339 9,911,741 0.04957
2010 452,279 8,909,991 0.05076
2009 395,044 8,059,684 0.04902
2 Total of line 1, column (d) ...................... 2 0.24772
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 0.04954
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 10,961,569
5 Multiply line 4 by line 3....................... 5 543,080
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,143
7 Add lines 5 and 6......................... 7 548,223
8 Enter qualifying distributions from Part XII, line 4.............. 8 563,141
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 5,143
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 5,143
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 5,143
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,000
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 10,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 9
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 4,848
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,848 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)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMeyer & Company CPAs PS Telephone no.bullet (360) 683-6677
    Located atbulletPO Box 1629SequimWA ZIP+4bullet98382
    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
    Gary Smith President
    1.00     		0    
    11 Sturdevent
    Sequim,WA98382
    David Blake Sec/Treas
    1.00     		0    
    1870 Woodcock Road
    Sequim,WA98382
    Richard Schneider Vice President
    1.00     		0    
    PO Box 385
    Sequim,WA98382
    Marc Jackson Director
    1.00     		0    
    216 East 4th St
    Port Angeles,WA98362
    Jane Pryne Director
    1.00     		0    
    216 E Fourth Street
    Port Angeles,WA98362
    Patrick Kelly Shea Director
    1.00     		0    
    503 N Sequim Ave
    Sequim,WA98382
    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
    8,798,774
    b
    Average of monthly cash balances.......................
    1b
    229,722
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,100,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,128,496
    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
    11,128,496
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    166,927
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,961,569
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    548,078
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    548,078
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,143
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,143
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    542,935
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    542,935
    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
    542,935
    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
    563,141
    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
    563,141
    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
    5,143
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    557,998
    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 7 542,935
    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.......  
    b From 2010....... 14,135
    c From 2011....... 922
    d From 2012....... 5,145
    e From 2013.......  
    fTotal of lines 3a through e......... 20,202
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 563,141
    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..... 542,935
    e Remaining amount distributed out of corpus 20,206
    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 40,408
    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 ......     		40,408
    10 Analysis of line 9:
    a Excess from 2010.... 14,135
    b Excess from 2011.... 922
    c Excess from 2012.... 5,145
    d Excess from 2013....  
    e Excess from 2014.... 20,206
    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:
     
    bThe form in which applications should be submitted and information and materials they should include:
    Scholarships: Contact Superintendents of Public High SchoolsGrants: Contact United Way for application @ 360-457-3011
    cAny submission deadlines:
    Scholarships & Grants: January of senior year & June
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Restricted to residents of Clallam County, Washington
    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
    PA Education Foundation
    PO Box 787
    Port Angeles,WA98362     		N/A 501c3 To provide a basic student health needs fund for low income students 6,000
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl Pays school supplies, art/engineering fees and band shirts for low income middle school students 1,000
    Clallam County Juvenile Dt
    1912 W 18th
    Port Angeles,WA98363     		N/A Govt Indigent youth relief services-transportation, clothing, GED test fees, and treatment programs 2,000
    First United Methodist
    110 East 7th St
    Port Angeles,WA98362     		N/A Church Friendship Dinner program which provides free hot dinners weekly to the community and serves 130-150 low income citizens 9,000
    Forks Food Bank
    PO Box 270
    Forks,WA98331     		N/A 501c3 Food for food bank 12,000
    Port Angeles Food Bank
    PO Box 1885
    Port Angeles,WA98362     		N/A 501c3 Weekend Food Bag Program purchases food to send home on Fridays to low income children to supplement their food supply 12,000
    St Vincent de Paul
    136 E 8th 347
    Port Angeles,WA98362     		N/A 501c3 Utilities and fuel assistance for low income families 7,000
    St Vincent de Paul
    PO Box 2114
    Sequim,WA98382     		N/A 501c3 Utilities and rent assistance for low income families 7,000
    Sequim Community Aid
    PO Box 1591
    Sequim,WA98382     		N/A 501c3 Emergency aid for rent, utilities, bus passes and basic needs 8,000
    Sequim Food Bank
    PO Box 1453
    Sequim,WA98382     		N/A 501c3 Holiday meal baskets 11,000
    Serenity House
    PO Box 4047
    Port Angeles,WA98363     		N/A 501c3 Emergency shelters, housing crisis response, and solutions for single adults and families 7,000
    United Way
    PO Box 937
    Port Angeles,WA98362     		N/A 501c3 Support for annual fund drive 14,000
    Volunteer Hospice of Clallam County
    540 E 8th St
    Port Angeles,WA98362     		N/A 501c3 Support and supplies for caregivers and patients 3,500
    First Step Family Support
    PO Box 249
    Port Angeles,WA98362     		N/A 501c3 Family resource coordinator for PA drop in center and family enrichment program 7,000
    Volunteers in Medicine Olympic Clin
    909 Georgiana St
    Port Angeles,WA98362     		N/A 501c3 Core services for free clinic which serves low income and uninsured patients 6,000
    Clallam BaySekiu Crisis Center
    PO Box 638
    Clallam Bay,WA98326     		N/A 501c3 Emergency fund for rent, utilities, firewood, food, and holiday food baskets 3,000
    MANNA
    139 W 8th
    Port Angeles,WA98362     		N/A 501c3 Emergency rent, utilities, propane, bus passes and laundry assistance for Port Angeles residents 6,000
    Port Angeles School District
    216 E 4th
    Port Angeles,WA98362     		N/A P/Schl Port Angeles High School Tutor/Mentor Program 6,000
    The Caring Place
    PO Box 2111
    Forks,WA98331     		N/A 501c3 Purchase updated health, sexuality, and relationship curriculum to present to middle and high school students 3,000
    Healthy Families
    1210 E Front St C
    Port Angeles,WA98362     		N/A 501c3 Rent, groceries, medical services, clothing and supplies for families fleeing domestic violence 8,000
    Forks Abuse Program
    PO Box 1775
    Forks,WA98331     		N/A 501c3 Provides housing and supplies for individuals & children fleeing from domestic abuse 3,000
    Olympic Community Action
    823 Commerce Loop
    Port Townsend,WA98368     		N/A 501c3 Music based cognitive function program for the adult day care center for low income clients which helps to delay the progression of Alzheimer's disease 6,000
    Peninsula Behavioral Health
    118 East 8th St
    Port Angeles,WA98362     		N/A 501c3 Provides emergency housing, transportation, clothing and personal hygiene items for low income patients with mental health needs 8,500
    Joyce Education Foundation
    PO Box 20
    Joyce,WA98343     		N/A 501c3 Mini grants to teachers and provides coats, shoes, boots, glasses and school supplies & fees for low income students 6,000
    Quillayute Valley School Distr
    411 S Spartan Ave
    Forks,WA98331     		N/A P/Schl Winter coats/boots/shoe vouchers for students from low income families 2,400
    Boys Girls Club
    PO Box 4167
    Sequim,WA98382     		N/A 501c3 Back to School program provides supplies, tutors and clothing for under-resourced students ages 5-18 7,000
    Mosaic
    PO Box 3081
    Sequim,WA98382     		N/A 501c3 Parent Networks of Families Program provides respite care, education and activities 5,000
    Dungeness Valley Health Wellness
    PO Box 3434
    Sequim,WA98382     		N/A 501c3 Operating costs for Chronic Health Care and Wellness Clinic & Basic Urgent Care Clinic for the working poor and under-insured 9,000
    Makah Tribe Food Bank
    PO Box 115
    Neah Bay,WA98357     		N/A Govt Food for food bank 5,000
    Sequim Education Foundation
    PO Box 3065
    Sequim,WA98382     		N/A 501c3 STEM (Science Technology Engineering and Math) Program for elementary and high school students 1,500
    New Leash on Life
    183 Alderwood Creek Dr
    Port Angeles,WA98362     		N/A 501c3 Training service dogs for disabled veterans 4,600
    Camp Beausite Northwest
    PO Box 1227
    Port Hadlock,WA98339     		N/A 501c3 Camp Operation and Residential Camper scholarships for low income developmentally disabled people 5,000
    Soroptimists Intl Olympic Rain Fore
    PO Box 329
    Forks,WA98331     		N/A 501c3 Funds the weekend backpack food program for Forks students who face chronic hunger at home 3,000
    New Hope Food Bank
    PO Box 336
    Clallam Bay,WA98326     		N/A Church Food for food bank 6,000
    Lutheran Community Services
    301 Lopez Ave
    Port Angeles,WA98362     		N/A 501c3 Healthy Families Project for families in crisis-provides financial counseling/education and cooking classes 5,000
    Clallam County Pro Bono Lawyers
    228 W Fir St N
    Port Angeles,WA98362     		N/A 501c3 Provides legal aid services to low income clients and funds overhead costs 6,500
    Crescent Co-op Preschool
    PO Box 20
    Joyce,WA98343     		N/A 501c3 Pre-3 years old/pre- school programs provide nutrition, winter clothing, supplies, books for children and evening classes for parents 5,000
    Peninsula College Foundation
    1502 E Lauridsen Blve
    Port Angeles,WA98362     		N/A 501c3 Funding "Promise" scholarships 73,817
    Michael Lee
    520 E Glacier View
    Sequim,WA98382     		N/A N/A Scholarship 2,000
    Kathleen Sutton Fund
    PO Box 727
    Kingston,WA98346     		N/A 501c3 Clallam County women with cancer provides transportation funds for treatments and follow up visits 3,000
    First Book-Clallam County
    430 W Hammond St
    Sequim,WA98382     		N/A 501c3 Purchase 6 books each to give to low income children in a community literacy program 3,000
    Feiro Marine Life Center
    PO Box 625
    Port Angeles,WA98362     		N/A 501c3 NOW (North Olympic Watershed) Science curriculum for 5th grade students in Clallam County School Districts to participate in field study components 4,000
    Olympic Community Action
    823 Commerce Loop
    Port Townsend,WA98368     		N/A 501c3 Meals on Wheels Program 5,000
    Parenting Matters Foundation
    PO Box 3323
    Sequim,WA98382     		N/A 501c3 Funding for newsletter 5,000
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl Helen Haller Elementary reading tutor program 400
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl Greywolf Elementary "Keep Books" program to increase literacy 1,000
    American Red Cross
    PO Box 188
    Carlsborg,WA98324     		N/A 501c3 Core emergency disaster relief services 4,000
    Concerned Citizens
    PO Box 1787
    Forks,WA98331     		N/A 501c3 Promoting Healthy Learning classes and activities for youth and families to develop resiliency against risky behaviors 7,500
    The Salvation Army
    PO Box 2229
    Port Angeles,WA98362     		N/A 501c3 Purchase food for a Christmas Meal to benefit needy families 6,000
    The Answer for Youth
    PO Box 633
    Port Angeles,WA98362     		N/A 501c3 Funds NUTS and SWEETS programs for homeless and at risk youth and young adults 6,000
    Clallam County Homeless Outreach
    PO Box 804
    Port Angeles,WA98363     		N/A 501c3 Funds operating supplies for annual Homeless Connect event 1,000
    Holy Trinity Lutheran Church
    301 E Lopez
    Port Angeles,WA98362     		N/A Church Soup mix, dry bulk and packaging for distribution to various food banks and other nonprofit organizations 3,000
    Habitat for Humanity
    PO Box 1479
    Port Angeles,WA98362     		N/A 501c3 Building Impact with AmeriCorps and Support Volunteer program to train, recruit and construction site leadership 6,000
    Ismael Ramos-Contreras
    PO Box 1484
    Forks,WA98331     		N/A N/A Scholarship 3,978
    Anna Michele Tyndall
    111 E 12th St
    Port Angeles,WA98362     		N/A N/A Scholarship 4,000
    Juliana Ayala-Flores
    1400 Holland Rd
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Verenice Lopez
    50 Atwood Ridge Place
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Joseph A Barnes Jr
    471 Liljedal Rd
    Port Angeles,WA98363     		N/A N/A Scholarship 4,000
    Courtney Cassal
    500 River Rd
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Bonny Hazelett
    52321 Hwy 112
    Port Angeles,WA98363     		N/A N/A Scholarship 2,039
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl Purchase tractor for Ag program at the High School 26,728
    Boys Girls club
    PO Box 4167
    Sequim,WA98382     		N/A 501c3 Free summer USDA meals to low income kids at 9 sites in Sequim & PA 6,000
    Volunteer Hospice of Clallam County
    540 E 8th St
    Port Angeles,WA98362     		N/A 501c3 Funds online manager and volunteer bereavement facilitator training 6,300
    Volunters in Medicine Olympic Clini
    909 Georgiana St
    Port Angeles,WA98362     		N/A 501c3 Adult dental program providing emergency, restorative and preventative services to the under/un-insured 3,000
    The Caring Place
    PO Box 2111
    Forks,WA98331     		N/A 501c3 Parenting support and education for single fathers, grandparents and other non-traditional parents 3,500
    Forks Abuse Program
    PO Box 1775
    Forks,WA98331     		N/A 501c3 Crime Victims Services and Outreach Program 1,500
    Mosaic
    PO Box 3081
    Sequim,WA98382     		N/A 501c3 General Support Program for developmentally disabled adults 4,000
    Soroptimist Intl Olympic Rain Fores
    PO Box 329
    Forks,WA98331     		N/A 501c3 Adopted Forks Junior High School Continued Success Program to encourage and support positive behavior 3,000
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl High School Activities Fees Assistance Progarm 1,500
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl Helen Haller Elementary online/literacy program for grades K-5 500
    Sequim School District
    503 N Sequim Ave
    Sequim,WA98382     		N/A P/Schl School Nurse assists low income students with personal hygiene and medical supplies 800
    NORVHN
    250 Ash Ave
    Forks,WA98331     		N/A 501c3 Replace worn out furniture for emergency and homeless shelter for veterans 4,000
    My Choices
    824 E 8th Suite A
    Port Angeles,WA98362     		N/A 501c3 Earn While You Learn Program for young parents 4,500
    Serenity House
    PO Box 4047
    Port Angeles,WA98363     		N/A 501c3 Housing and Vocational Services for at risk youth and young adults 3,000
    Shipley Center
    921 E Hammond
    Sequim,WA98382     		N/A 501c3 Funds annual memberships and activities for low income seniors 3,000
    Sequim Family Advocates
    PO Box 2065
    Sequim,WA98382     		N/A 501c3 Extend and improve bathroom facilities and parking for the soccer fields 50,000
    Arianna Flores-Cisneros
    1400 Holland Rd
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Vianey Cadenas
    525 W McCurdy Rd
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Amanda Larson
    184 W Maple St
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Briauna Joy Luchte
    1011 Thornton Dr
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Justin Moon
    1910 West Duval Place
    Port Angeles,WA98363     		N/A N/A Scholarship 4,000
    Chase Sharp
    2642 S Francis St
    Port Angeles,WA98362     		N/A N/A Scholarship 4,000
    Austin Joel Roberson
    PO Box 2670
    Port Angeles,WA98362     		N/A N/A Scholarship 4,000
    Madison A Hinrichs
    2810 Wast Bay St
    Port Angeles,WA98362     		N/A N/A Scholarship 4,000
    Nicholas Johnston
    1046 Heuhslein Rd
    Port Angeles,WA98362     		N/A N/A Scholarship 4,000
    Leslie Cisneros
    327 West Fir St
    Sequim,WA98382     		N/A N/A Scholarship 4,000
    Emily Klahn
    PO Box 2052
    Forks,WA98331     		N/A N/A Scholarship 4,000
    Kayla Dianna Looper
    209 Old La Push Rd
    Forks,WA98331     		N/A N/A Scholarship 4,000
    Evan William Messinger
    PO Box 74
    Forks,WA98331     		N/A N/A Scholarship 4,000
    Total .................................bullet 3a 557,062
    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 54  
    4 Dividends and interest from securities....     14 211,514  
    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.....     15 76,972  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 257,038  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPrior Scholarship Refunds         12,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   545,578 12,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13557,578
    (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.)
    11a Scholarships granted to graduating seniors are refunded to the foundation when the students change colleges or do not complete the term.
    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:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Meyer & Company CPAs PS 6,361 0 0 3,181

    TY 2014 InvestmentsLandSchedule2
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 419,873   419,873 2,100,000

    TY 2014 LegalFeesSchedule
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Alan Millet PS 5,073 0 0 1,522


    TY 2014 OtherAssetsSchedule
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Dividends in Transit 6,604 6,060 6,060


    TY 2014 OtherExpensesSchedule
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 161      
    Excise Tax 5,143      
    Liability Insurance 3,435      
    Penalty Late Payment of Tax 43      
    PO Box 132     66
    United Way-Grant Review 2,500     1,250


    TY 2014 OtherIncomeSchedule2
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 76,972 76,972  
    Prior Scholarship Refunds 12,000    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Ameritrade Management Fees 14,432 14,432 0 0
    LPL Investment Management Fees 13,936 13,936 0 0
    LPL Termination Fee 95 95 0 0


    TY 2014 TaxesSchedule
    Name:
    Albert Haller Foundation
    EIN: 91-1556810
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Credit per 1099 2,822 2,822