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
ALLAN NEUSTADT CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)7557 RAMBLER ROAD SUITE 268   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752312390
A Employer identification number

73-6300551
B Telephone number (see instructions)

(214) 891-5969
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$721,743J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 8,281 8,281  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 64,432
b Gross sales price for all assets on line 6a 288,437
7 Capital gain net income (from Part IV, line 2)... 64,432
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 322 322  
12 Total. Add lines 1 through 11........ 73,035 73,035  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 1,150 1,150   0
c Other professional fees (attach schedule).... Click to see attachment 6,024 6,024   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 190 190   0
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 5 5   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,369 7,369   0
25 Contributions, gifts, grants paid........ 36,785 36,785
26 Total expenses and disbursements. Add lines 24 and 25 44,154 7,369   36,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 28,881
b Net investment income (if negative, enter -0-) 65,666
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............... 296 1,027 1,027
2 Savings and temporary cash investments.......... 870    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 477,625 Click to see attachment505,378 720,716
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) 478,791 506,405 721,743
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 478,791 506,405
30 Total net assets or fund balances (see instructions)...... 478,791 506,405
31 Total liabilities and net assets/fund balances (see instructions).. 478,791 506,405
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)............... 1 478,791
2 Enter amount from Part I, line 27a..................... 2 28,881
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 507,672
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,267
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 506,405
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 CABOT OIL & GAS CORP 25 SH P 2012-01-20 2014-02-06
b CHURCH & DWIGHT CO 75 SH P 2012-08-13 2014-04-10
c C R BARD INC 25 SH P 2013-04-09 2014-04-10
d C R BARD INC 25 SH P 2013-04-11 2014-06-10
e C R BARD INC 75 SH P 2013-04-09 2014-06-11
DUNKIN BRANDS GROUP 75 SH P 2012-03-30 2014-08-19
DUNKIN BRANDS GROUP 75 SH P 2012-03-30 2014-08-21
DUNKIN BRANDS GROUP 25 SH P 2012-08-27 2014-08-22
DUNKIN BRANDS GROUP 50 SH P 2012-08-27 2014-08-25
EMC CORP 450 SH P 2012-05-17 2014-01-31
EXPRESS SCRIPTS 75 SH P 2012-11-06 2014-01-15
EXPRESS SCRIPTS 200 SH P 2009-06-04 2014-10-23
GENERAC HOLDINGS 100 SH P 2013-06-21 2014-09-24
GENERAC HOLDINGS 25 SH P 2013-06-21 2014-09-25
GENERAC HOLDINGS 100 SH P 2013-06-21 2014-09-26
IBM CORP 55 SH P 2009-04-08 2014-01-23
KNOWLES CORPORATION 27 SH P 2012-03-26 2014-03-04
KNOWLES CORPORATION 48 SH P 2012-04-05 2014-03-06
L BRANDS INC 75 SH P 2012-12-13 2014-02-27
L BRANDS INC 150 SH P 2012-01-06 2014-02-28
LUXOTTICA CORP 25 SH P 2011-01-04 2014-01-22
LUXOTTICA CORP 50 SH P 2011-01-04 2014-01-23
LUXOTTICA CORP 200 SH P 2011-03-17 2014-02-10
NESTLE SA ADR 50 SH P 2011-02-11 2014-04-14
NOVARTIS 20 SH P 2012-04-20 2014-01-06
NOVARTIS 150 SH P 2011-04-04 2014-01-07
OCCIDENTAL PETRO 160 SH P 2009-04-08 2014-04-10
ORACLE CORP 300 SH P 2009-04-08 2014-02-10
PFIZER 400 SH P 2011-12-05 2014-07-29
PRAXAIR INC 110 SH P 2009-12-24 2014-04-11
SCHLUMBERGER LTD 50 SH P 2009-04-08 2014-11-24
SIRONA DENTAL SYS 50 SH P 2011-05-10 2014-06-16
SIRONA DENTAL SYS 25 SH P 2013-08-02 2014-08-14
WHITEWAVE FOODS 100 SH P 2013-05-23 2014-08-07
ANHEUSER-BUSCH INBEV 95 SH P 2013-04-18 2014-04-10
APACHE CORP 100 SH P 2014-07-10 2014-10-23
CME GROUP INC 25 SH P 2014-01-24 2014-09-24
COACH INC 200 SH P 2014-04-10 2014-06-04
COOPER COS INC 50 SH P 2014-04-11 2014-08-04
COOPER COS INC 25 SH P 2014-01-06 2014-11-20
C R BARD INC 25 SH P 2014-02-04 2014-03-03
DUNKIN BRANDS GROUP 50 SH P 2014-04-07 2014-08-15
DUNKIN BRANDS GROUP 25 SH P 2014-04-07 2014-08-18
EMC CORP 250 SH P 2013-02-04 2014-01-31
ESTEE LAUDER COS INC 26 SH P 2014-02-28 2014-06-19
JOHNSON & JOHNSON CO 50 SH P 2014-01-21 2014-04-14
KNOWLES CORPORATION 37 SH P 2013-10-17 2014-03-06
ORACLE CORP 125 SH P 2013-03-21 2014-02-10
PFIZER 150 SH P 2014-03-13 2014-07-28
PFIZER 75 SH P 2014-04-17 2014-07-29
PIONEER NATURAL RES 75 SH P 2014-04-10 2014-11-24
RANGE RES 25 SH P 2013-11-01 2014-02-06
WHITEWAVE FOODS 25 SH P 2013-05-23 2014-01-10
WHITEWAVE FOODS 100 SH P 2013-05-23 2014-02-26
WHITEWAVE FOODS 25 SH P 2013-05-23 2014-02-27
(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 1,010   390 620
b 5,133   3,858 1,275
c 3,516   2,537 979
d 3,557   2,575 982
e 10,390   7,681 2,709
3,315   2,213 1,102
3,326   2,213 1,113
1,098   719 379
2,191   1,437 754
10,917   11,340 -423
5,497   4,124 1,373
14,624   7,746 6,878
4,265   3,449 816
1,056   862 194
4,185   3,449 736
10,031   5,498 4,533
838   561 277
1,454   971 483
4,202   3,630 572
8,459   6,268 2,191
1,343   754 589
2,659   1,507 1,152
10,656   6,014 4,642
3,808   2,655 1,153
1,585   1,128 457
11,939   8,259 3,680
15,149   10,048 5,101
11,203   5,570 5,633
11,956   7,955 4,001
14,015   9,550 4,465
4,905   3,113 1,792
3,898   2,670 1,228
2,015   1,717 298
3,282   1,771 1,511
10,162   9,024 1,138
7,574   9,946 -2,372
2,028   1,865 163
7,806   10,028 -2,222
7,957   6,236 1,721
4,162   3,047 1,115
3,559   3,172 387
2,169   2,352 -183
1,093   1,176 -83
6,065   6,087 -22
1,910   1,710 200
4,830   4,663 167
1,121   1,053 68
4,668   4,059 609
4,504   4,763 -259
2,242   2,273 -31
12,881   13,792 -911
2,112   1,870 242
596   443 153
2,815   1,771 1,044
706   443 263
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       620
b       1,275
c       979
d       982
e       2,709
      1,102
      1,113
      379
      754
      -423
      1,373
      6,878
      816
      194
      736
      4,533
      277
      483
      572
      2,191
      589
      1,152
      4,642
      1,153
      457
      3,680
      5,101
      5,633
      4,001
      4,465
      1,792
      1,228
      298
      1,511
      1,138
      -2,372
      163
      -2,222
      1,721
      1,115
      387
      -183
      -83
      -22
      200
      167
      68
      609
      -259
      -31
      -911
      242
      153
      1,044
      263
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 64,432
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 30,981 635,223 0.048772
2012 27,769 573,933 0.048384
2011 25,250 572,546 0.044101
2010 25,000 512,473 0.048783
2009 22,682 453,159 0.050053
2 Total of line 1, column (d) ...................... 2 0.240093
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 0.048019
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 713,888
5 Multiply line 4 by line 3....................... 5 34,280
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 657
7 Add lines 5 and 6......................... 7 34,937
8 Enter qualifying distributions from Part XII, line 4.............. 8 36,785
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 1 657
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 657
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 657
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 560
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 84
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 644
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bulletTX
    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 ofbulletJANENE FOSTER Telephone no.bullet (214) 891-5969
    Located atbullet7557 RAMBLER ROAD SUITE 1425DALLASTX ZIP+4bullet752312390
    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
     
    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
     
     
    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
    ALLAN NEUSTADT CO TRUSTEE
    2.00     		0 0 0
    7557 RAMBLER ROAD STE 268
    DALLAS,TX75231
    MARILYN NEUSTADT CO TRUSTEE
    0.50     		0 0 0
    7557 RAMBLER ROAD STE 268
    DALLAS,TX75231
    JULIE ASHCRAFT CO TRUSTEE
    0.50     		0 0 0
    7557 RAMBLER ROAD STE 268
    DALLAS,TX75231
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    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.........................bullet0
    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
    695,927
    b
    Average of monthly cash balances.......................
    1b
    28,832
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    724,759
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    724,759
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,871
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    713,888
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    35,694
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    35,694
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    657
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    657
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    35,037
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    35,037
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    35,037
    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
    36,785
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    36,785
    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
    657
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    36,128
    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 35,037
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 60
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 4
    e From 2013....... 298
    fTotal of lines 3a through e......... 362
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 36,785
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 35,037
    e Remaining amount distributed out of corpus 1,748
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,110
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		60
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		2,050
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 4
    d Excess from 2013.... 298
    e Excess from 2014.... 1,748
    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:
    ALLAN NEUSTADT
    7814 CORNERSTONE PARKWAY
    DALLAS,TX75225
    (214) 891-5969
    bThe form in which applications should be submitted and information and materials they should include:
    INQUIRIES ARE RECEIVED BY PHONE OR LETTER. EACH IS CONSIDERED INDIVIDUALLY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ADVISORY BOARD OF BTWHSPVA -PATRON OF ARTS MAGNET
    BOX 192648
    DALLAS,TX75219     		N/A PUBLIC CHARITY CHARITABLE 1,000
    AMERICAN RED CROSS - DALLAS CHAPTER
    4800 HARRY HINES BLVD
    DALLAS,TX752357717     		N/A PUBLIC CHARITY CHARITABLE 1,000
    AT&T PERFORMAING ARTS CENTER
    2100 ROSS AVE SUITE 650
    DALLAS,TX75201     		N/A PUBLIC CHARITY CHARITABLE 1,000
    CHEYENNE MOUNTAIN ZOO
    4250 CHEYENNE MT ZOO RD
    COLORADO SPRINGS,CO80906     		N/A PUBLIC CHARITY CHARITABLE 1,000
    COMMUNITY HOME FOR ADULTS INC
    5959 ROYAL LAND STE 354-214
    DALLAS,TX75230     		N/A PUBLIC CHARITY CHARITABLE 500
    DALLAS FURNITURE BANK
    BOX 815788
    DALLAS,TX753815788     		N/A PUBLIC CHARITY CHARITABLE 500
    EQUEST THERAPEUTIC HORSEMANSHIP
    2902 SWISS AVE
    DALLAS,TX75204     		N/A PUBLIC CHARITY CHARITABLE 4,000
    FIRST UNITARIAN CHURCH OF DALLAS
    4015 NORMANDY AVE
    DALLAS,TX75204     		N/A PUBLIC CHARITY RELIGIOUS 2,000
    HOPE AND HOME
    4945 N 30TH
    COLORADO SPRINGS,CO80919     		N/A PUBLIC CHARITY CHARITABLE 200
    JEWISH FAMILY SERVICE
    5402 ARAPAHO ROAD
    DALLAS,TX75248     		N/A PUBLIC CHARITY CHARITABLE 500
    MCCALL YOUTH HOCKEY
    PO BOX 1362
    MCCALL,ID83638     		N/A PUBLIC CHARITY EDUCATIONAL 1,000
    MERCERSBURG ACADEMY
    300 E SEMINARY ST
    MERCERSBURG,PA172369989     		N/A PUBLIC CHARITY CHARITABLE 1,000
    NATIONAL COUNCIL FOR ADOPTION
    225 N WASHINGTON ST
    ALEXANDRIA,VA223142520     		N/A PUBLIC CHARITY CHARITABLE 1,500
    NATIONAL JEWISH HEALTH
    BOX 5989
    DENVER,CO80217     		N/A PUBLIC CHARITY EDUCATIONAL 3,000
    OKLAHOMA UNIVERSITY FOUNDATION
    100 TIMBERDELL
    NORMAN,OK73019     		N/A PUBLIC CHARITY EDUCATIONAL 4,410
    PIKES PEAK UNITED WAY
    518 N NEVADA
    COLORADO SPRINGS,CO80903     		N/A PUBLIC CHARITY CHARITABLE 1,000
    THE TOUCHDOWN CLUB OF OKLA
    4334 NW EXPRESSWAY STE 285
    OKLAHOMA CITY,OK73116     		N/A PUBLIC CHARITY CHARITABLE 250
    THE VOGEL ALCOVE CHILD CARE CENTER FOR THE HOMELESS
    7557 RAMBLER ROAD STE 262
    DALLAS,TX75231     		N/A PUBLIC CHARITY CHARITABLE 3,000
    VISITING NURSE ASSOCIATION
    BOX 650683
    DALLAS,TX75265     		N/A PUBLIC CHARITY CHARITABLE 750
    WORLD NEIGHBORS
    4127 NW 122ND
    OKLAHOMA CITY,OK73120     		N/A PUBLIC CHARITY CHARITABLE 500
    DALLAS ARBORETUM
    BOX 8617
    DALLAS,TX75218     		N/A PUBLIC CHARITY CHARITABLE 125
    DALLAS HOLOCAUST MUSEUM
    211 N RECORD ST 100
    DALLAS,TX752023361     		N/A PUBLIC CHARITY CHARITABLE 1,000
    DOCTORS WITHOUT BORDERS
    BOX 5023
    HAGERSTOWN,MD217415023     		N/A PUBLIC CHARITY CHARITABLE 200
    JEWISH CHILDRENS REGIONAL SERVICE
    BOX 7368
    METAIRIE,LA700707368     		N/A PUBLIC CHARITY CHARITABLE 100
    JOHN AUSTIN CHELEY FOUND
    BOX 151663
    LAKEWOOD,CO802158663     		N/A PUBLIC CHARITY CHARITABLE 1,000
    NORTH TEXAS FOOD BANK
    BOX 731226
    DALLAS,TX753731226     		N/A PUBLIC CHARITY CHARITABLE 500
    OUTCAST UNDER TRANSFORMATION
    177 E ST NW
    ARDMORE,OK73402     		N/A PUBLIC CHARITY CHARITABLE 1,000
    TEMPLE EMANUEL
    8500 HILLCREST RD
    DALLAS,TX752254204     		N/A PUBLIC CHARITY RELIGIOUS 1,000
    TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
    BOX 199300
    DALLAS,TX752199842     		N/A PUBLIC CHARITY CHARITABLE 500
    THE SALVATION ARMY-DALLAS
    BOX 970219
    DALLAS,TX75397     		N/A PUBLIC CHARITY CHARITABLE 1,000
    THE SALVATION ARMY ARDMORE
    123 A ST SW
    ARDMORE,OK73401     		N/A PUBLIC CHARITY CHARITABLE 1,000
    SUNSHINE INDUSTRIES INC
    500 PARK ST SE
    ARDMORE,OK73401     		N/A PUBLIC CHARITY CHARITABLE 1,000
    GEORGE BUSH PRES CENTER
    2943 SMU BLVD
    DALLAS,TX75205     		N/A PUBLIC CHARITY CHARITABLE 250
    Total .................................bullet 3a 36,785
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 8,281  
    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.....     14 322  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 64,432  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 73,035 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1373,035
    (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:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CPA 1,150 1,150   0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMER EXPRESS 200 7,588 18,608
    ANHEUSER-BUSCH 95 0 0
    ANTERO RESOURCES CORPORATION 275 14,930 11,160
    APPLE 280 10,455 30,906
    ASML HOLDING NV 175 14,605 18,870
    BRISTOL MYERS SQUIBB CO 350 12,678 20,661
    CABOT 525 10,462 15,545
    CDW CORPORATION 300 10,036 10,551
    CHURCH & DWIGHT 195 6,927 15,368
    CME GROUP INC 225 16,597 19,946
    COMCAST CORPORATION NEW SPL CLASS A 250 13,517 14,391
    COOPER COMPANY INC NEW 75 9,072 12,156
    COSTCO WHOLESALE CORP -NEW 150 17,199 21,262
    DANAHER 250 10,138 21,428
    DOVER CORP 250 15,160 17,930
    DREYFUS TREAS 5,002 5,002
    DREYFUS TREAS PRIME CASH MGMT 11400 11,400 11,400
    EOG RES 200 8,774 18,414
    ESTEE LAUDER COMPANIES 275 15,424 20,955
    FISERV 300 7,121 21,291
    FMC TECH 375 15,402 17,565
    INTUIT INC 225 13,816 20,743
    IPG PHOTONICS CORP 200 13,609 14,984
    JOHNSON & JOHNSON 200 18,391 20,914
    JP MORGAN CHASE & CO 300 14,723 18,774
    LENNAR CORP CL A 425 15,380 19,044
    M&T BANK CORP 125 13,316 15,703
    MOODYS 200 14,179 19,162
    NESTLE 175 6,044 12,766
    OMNICOM GROUP INC 150 10,298 11,621
    PITNEY BOWES INC 650 15,088 15,841
    PRECISION 105 20,143 25,292
    RANGE RESOURCES CORP 200 13,061 10,690
    ROPER IND 100 4,113 15,635
    RPM INTERNATIONAL INC 400 17,898 20,284
    SANDISK 275 16,432 26,945
    SCHLUMBERGER LTD 150 6,501 12,811
    SIRONA DENTAL 175 8,972 15,290
    TIFFANY & CO NEW 25 2,240 2,671
    TOLL BROTHERS 500 16,261 17,135
    TYCO 475 12,288 20,834
    WALT DISNEY 250 11,792 23,548
    WHITEWAVE FOODS COMPANY 475 8,346 16,620

    TY 2014 OtherDecreasesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GEN & OH EXPENSES 5 5   0


    TY 2014 OtherIncomeSchedule2
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    KNOWLES CORPORATION 15 15 15
    CITIGROUP SETTLEMENT 262 262 262
    OTHER INC 45 45 45


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 6,024 6,024   0


    TY 2014 TaxesSchedule
    Name:
    ALLAN NEUSTADT CHARITABLE TRUST
    EIN: 73-6300551
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 190 190   0