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
DOROTHY D SMITH CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 265   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBIA, SC29202
A Employer identification number

26-3818221
B Telephone number (see instructions)

(803) 254-8196
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,416,173J 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).............. 1,185,151
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 146,189 146,189 146,189
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,754
b Gross sales price for all assets on line 6a 9,726,647
7 Capital gain net income (from Part IV, line 2)... 16,754
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,348,094 162,943 146,189
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,230 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 5,220 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 27,444 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,944 0 0 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 17,160 12,771 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,998 12,771 0 0
25 Contributions, gifts, grants paid........ 815,000 815,000
26 Total expenses and disbursements. Add lines 24 and 25 870,998 12,771 0 815,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 477,096
b Net investment income (if negative, enter -0-) 150,172
c Adjusted net income (if negative, enter -0-)... 146,189
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............... 117,264 120,489 120,489
2 Savings and temporary cash investments.......... 1,254,091 1,387,378 1,387,378
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   89    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,420 1,420  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,506,473 Click to see attachment3,052,626 3,387,419
c Investments—corporate bonds (attach schedule)........ 2,661,795 Click to see attachment1,473,969 1,520,887
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,541,132 6,035,882 6,416,173
Liabilities 17 Accounts payable and accrued expenses.......... 4,778 22,432
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).......... 4,778 22,432
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 5,536,354 6,013,450
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)...... 5,536,354 6,013,450
31 Total liabilities and net assets/fund balances (see instructions).. 5,541,132 6,035,882
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,536,354
2 Enter amount from Part I, line 27a..................... 2 477,096
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,013,450
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,013,450
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 USD TECK RESOURC   2014-04-23 2014-05-15
b ALCOA INC   2013-04-10 2014-04-23
c AVON PRODUCTS   2011-12-06 2014-04-23
d BMC SOFTWARE INC   2012-08-21 2014-02-07
e INTERNATIONAL CCE INC   2012-12-28 2014-05-15
MOTOROLA SOLUTIONS INC   2013-03-05 2014-05-15
BAXTER INTERNTL INC   2014-10-07 2014-12-23
CDK GLOBAL INC SHS   2014-01-03 2014-10-07
CDK GLOBAL INC SHS   2014-01-03 2014-10-10
CSX CORP   2014-01-03 2014-12-23
GENL DYNAMICS CORP COM   2014-02-04 2014-10-07
MCDONALDS CORP COM   2014-01-03 2014-12-23
MICROSOFT CORP   2014-10-07 2014-12-23
QUEST DIAGNOSTICS INC   2013-11-05 2014-01-03
UNITED TECHS CORP COM   2014-01-03 2014-02-04
AUTOMATIC DATA PROC   2012-04-03 2014-12-23
CDK GLOBAL INC SHS   2012-07-10 2014-10-07
CDK GLOBAL INC SHS   2012-04-03 2014-10-07
CDK GLOBAL INC SHS   2012-09-12 2014-10-07
CDK GLOBAL INC SHS   2012-07-03 2014-10-07
CSX CORP   2013-08-07 2014-12-23
EMERSON ELEC CO   2013-03-14 2014-12-23
EXXON MOBIL CORP COM   2012-02-01 2014-12-23
GENUINE PARTS CO   2013-08-07 2014-12-23
JOHNSON AND JOHNSON COM   2013-03-14 2014-12-23
LINEAR TECHNOLOGY CORP   2013-03-14 2014-12-23
MCDONALDS CORP COM   2011-10-04 2014-12-23
MCDONALDS CORP COM   2011-01-19 2014-12-23
MCDONALDS CORP COM   2012-02-01 2014-12-23
MCDONALDS CORP COM   2011-01-19 2014-12-23
MCDONALDS CORP COM   2012-09-12 2014-12-23
MCDONALDS CORP COM   2012-07-10 2014-12-23
MCDONALDS CORP COM   2012-07-03 2014-12-23
MCDONALDS CORP COM   2012-03-12 2014-12-23
NORTHROP GRUMMAN CORP   2013-08-07 2014-12-23
PAYCHEX INC   2012-04-03 2014-12-23
PROCTER & GAMBLE CO   2013-03-14 2014-12-23
RAYTHEON CO DELAWARE NEW   2013-08-07 2014-12-23
UNITED TECHS CORP COM   2012-07-10 2014-02-04
UNITED TECHS CORP COM   2012-03-12 2014-02-04
UNITED TECHS CORP COM   2011-02-16 2014-02-04
UNITED TECHS CORP COM   2012-09-12 2014-02-04
UNITED TECHS CORP COM   2012-07-03 2014-02-04
UNITED TECHS CORP COM   2011-01-19 2014-02-04
UNITED TECHS CORP COM   2012-07-03 2014-02-04
UNITED TECHS CORP COM   2011-08-02 2014-02-04
UNITED TECHS CORP COM   2011-10-04 2014-02-04
UNITED TECHS CORP COM   2012-02-01 2014-02-04
WAL-MART STORES INC   2011-01-19 2014-12-23
ASML HLDG NV NY REG SHS   2014-04-01 2014-05-16
ASML HLDG NV NY REG SHS   2014-04-01 2014-05-16
ASML HLDG NV NY REG SHS   2014-04-01 2014-06-02
ASML HLDG NV NY REG SHS   2014-04-01 2014-06-02
ABBOTT LABS   2013-12-02 2014-03-03
ABBOTT LABS   2013-12-02 2014-04-01
ABBOTT LABS   2013-12-02 2014-05-01
ABBOTT LABS   2013-12-02 2014-05-16
ABBOTT LABS   2014-01-02 2014-06-02
ABBOTT LABS   2014-02-03 2014-06-02
ABBOTT LABS   2013-12-02 2014-06-02
ACTIVISION BLIZZARD INC   2014-04-01 2014-05-01
AETNA INC NEW   2014-08-01 2014-08-07
AKORN INCORP LA   2014-07-01 2014-08-01
ALASKA AIR GROUP INC COM   2013-12-02 2014-01-02
AMAZON COM INC COM   2013-11-07 2014-01-02
AMAZON COM INC COM   2013-11-07 2014-03-03
AMAZON COM INC COM   2014-02-03 2014-03-03
AMAZON COM INC COM   2013-12-02 2014-03-03
AMAZON COM INC COM   2014-02-03 2014-04-01
AMAZON COM INC COM   2013-12-02 2014-04-01
AMER EXPRESS COMPANY   2014-01-02 2014-02-03
AMER EXPRESS COMPANY   2013-12-02 2014-02-03
AMERICAN INTERNATIONAL   2014-08-07 2014-10-09
AMGEN INC COM PV $0.0001   2014-02-03 2014-04-01
AMGEN INC COM PV $0.0001   2014-03-03 2014-05-01
AMGEN INC COM PV $0.0001   2014-02-03 2014-05-01
ANADARKO PETE CORP   2014-08-07 2014-09-25
ANADARKO PETE CORP   2014-08-07 2014-10-03
ANALOG DEVICES INC COM   2014-04-01 2014-05-16
ANALOG DEVICES INC COM   2014-04-01 2014-05-16
ANALOG DEVICES INC COM   2014-04-01 2014-06-02
ANALOG DEVICES INC COM   2014-04-01 2014-06-02
APPLE INC   2013-07-25 2014-01-02
APPLE INC   2013-01-03 2014-01-02
APPLE INC   2013-01-10 2014-01-02
APPLE INC   2014-02-03 2014-03-03
APPLE INC   2014-08-01 2014-09-08
APPLE INC   2014-08-01 2014-10-09
APPLIED MATERIAL INC   2014-04-01 2014-05-16
APPLIED MATERIAL INC   2014-04-01 2014-05-16
APPLIED MATERIAL INC   2014-04-01 2014-06-02
APPLIED MATERIAL INC   2014-04-01 2014-06-02
BIOGEN IDEC INC   2014-02-03 2014-05-01
BIOGEN IDEC INC   2014-04-01 2014-05-01
BOEING COMPANY   2014-02-03 2014-04-01
BOEING COMPANY   2014-03-03 2014-05-01
BOEING COMPANY   2014-02-03 2014-05-01
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-03-03
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-04-01
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-05-16
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-05-16
BRISTOL-MYERS SQUIBB CO   2014-02-03 2014-06-02
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-06-02
BRISTOL-MYERS SQUIBB CO   2013-12-02 2014-06-02
BRISTOL-MYERS SQUIBB CO   2014-01-02 2014-06-02
BROCADE COMMUNICATIONS   2014-04-01 2014-05-01
CBS CORP NEW CL B   2014-03-03 2014-04-01
CIGNA CORP   2014-08-01 2014-08-19
CIGNA CORP   2014-08-01 2014-10-09
CALLAWAY GOLF CO DEL COM   2014-08-07 2014-10-09
CELGENE CORP COM   2014-02-03 2014-05-01
CELGENE CORP COM   2014-04-01 2014-05-01
CHEVRON CORP   2014-05-01 2014-05-16
CHEVRON CORP   2014-05-01 2014-06-02
CISCO SYSTEMS INC COM   2013-12-02 2014-01-02
CISCO SYSTEMS INC COM   2013-11-07 2014-01-02
CISCO SYSTEMS INC COM   2014-02-03 2014-03-03
CISCO SYSTEMS INC COM   2014-08-07 2014-10-09
CITIGROUP INC COM NEW   2013-12-02 2014-02-03
CITIGROUP INC COM NEW   2014-01-02 2014-02-03
COMCAST CORP NEW CL A   2013-12-02 2014-02-03
COMCAST CORP NEW CL A   2014-01-02 2014-02-03
COMCAST CRP NEW CL A SPL   2014-08-07 2014-10-09
CORNING INC   2014-04-01 2014-05-01
DEVON ENERGY CORP NEW   2014-08-07 2014-10-09
DIEBOLD INC   2014-08-07 2014-10-09
DISNEY (WALT) CO COM STK   2014-01-02 2014-02-03
DISNEY (WALT) CO COM STK   2013-12-02 2014-02-03
DISNEY (WALT) CO COM STK   2014-03-03 2014-04-01
DISNEY (WALT) CO COM STK   2014-01-30 2014-04-01
DISCOVER FINL SVCS   2014-08-07 2014-10-09
DOMINION RES INC NEW VA   2014-05-01 2014-05-16
DOMINION RES INC NEW VA   2014-05-01 2014-06-02
EBAY INC COM   2014-02-03 2014-03-03
EBAY INC COM   2014-02-03 2014-04-01
EMBRAER S A SPONSRD ADR   2014-08-07 2014-10-09
EQUITY RESIDENTIAL   2014-06-02 2014-07-01
EXPRESS SCRIPTS HLDG CO   2014-08-01 2014-08-07
EXXON MOBIL CORP COM   2014-05-01 2014-05-16
EXXON MOBIL CORP COM   2014-05-01 2014-06-02
FACEBOOK INC   2014-02-03 2014-03-03
FACEBOOK INC   2014-02-03 2014-04-01
FEDEX CORP DELAWARE COM   2013-12-02 2014-01-02
FEDEX CORP DELAWARE COM   2014-06-02 2014-07-01
FEDEX CORP DELAWARE COM   2014-08-01 2014-08-07
FIRST TR NYSE ARCA BIOTE   2014-07-01 2014-08-01
FIRST TR EXCHANGE TRADED   2014-03-03 2014-04-01
FIRST TR EXCHANGE TRADED   2014-02-03 2014-04-01
FIRST TR ISE REVERE NAT   2014-05-01 2014-05-16
FIRST TR ISE REVERE NAT   2014-05-01 2014-06-02
FIRST TR ISE REVERE NAT   2014-05-01 2014-08-01
FIRST TR TECHONOLOGY   2014-04-01 2014-05-01
FIRST TR UTILITIES   2014-06-02 2014-07-01
FIRST TRUST GLOBAL WIND   2014-06-02 2014-08-01
FORD MOTOR CO   2014-08-07 2014-10-09
GT ADVANCED TECHNOLOGIES   2014-08-07 2014-08-19
GT ADVANCED TECHNOLOGIES   2014-08-07 2014-09-08
GT ADVANCED TECHNOLOGIES   2014-08-07 2014-10-06
GT ADVANCED TECHNOLOGIES   2014-09-09 2014-10-06
GENCORP INC   2014-08-07 2014-08-18
GENCORP INC   2014-08-07 2014-08-19
GENL DYNAMICS CORP COM   2014-02-03 2014-03-03
GENL DYNAMICS CORP COM   2014-02-03 2014-04-01
GENL DYNAMICS CORP COM   2014-02-03 2014-05-01
GENERAL MOTORS CO   2014-08-07 2014-10-09
WT07 19GENERAL MOTORS CO   2014-08-07 2014-10-09
GENWORTH FINL INC COM   2014-09-25 2014-10-09
GILEAD SCIENCES INC COM   2014-04-01 2014-05-01
GILEAD SCIENCES INC COM   2014-02-03 2014-05-01
GILEAD SCIENCES INC COM   2014-03-03 2014-05-01
GOOGLE INC CL A   2013-01-03 2014-01-02
GOOGLE INC CL A   2014-02-03 2014-04-01
GOOGLE INC CL A   2014-03-03 2014-04-01
GOOGLE INC SHS CL C   2014-08-01 2014-08-07
HOME DEPOT INC   2014-01-02 2014-02-03
HOME DEPOT INC   2013-12-02 2014-02-03
IAC INTERACTIVECORP   2014-04-01 2014-05-01
IAC INTERACTIVECORP   2014-08-07 2014-08-18
IAC INTERACTIVECORP   2014-08-07 2014-10-09
IAC INTERACTIVECORP   2014-08-07 2014-11-04
ILLUMINA INC COM   2014-07-01 2014-08-01
INCYTE CORPORATION   2014-07-01 2014-08-01
INTEL CORP   2014-04-01 2014-05-01
INTEL CORP   2014-04-01 2014-05-16
INTEL CORP   2014-04-01 2014-06-02
INTEL CORP   2014-08-01 2014-08-07
ISHARES MSCI TURKEY   2014-08-01 2014-08-07
ISHARES MSCI TURKEY   2014-07-01 2014-08-07
ISHARES TRANSPORTATION   2014-01-02 2014-02-03
ISHARES TRANSPORTATION   2013-12-02 2014-02-03
ISHARES TRANSPORTATION   2014-06-02 2014-07-01
ISHARES TRANSPORTATION   2014-08-01 2014-08-07
ISHARES NASDAQ BIOTECH   2014-02-03 2014-04-01
ISHARES NASDAQ BIOTECH   2014-02-03 2014-04-01
ISHARES NASDAQ BIOTECH   2014-02-03 2014-05-01
ISHARES NASDAQ BIOTECH   2014-02-03 2014-05-01
ISHARES U.S. CONSUMER   2013-11-07 2014-02-03
ISHARES U.S. CONSUMER   2013-12-02 2014-02-03
ISHARES U.S. CONSUMER   2014-01-02 2014-03-03
ISHARES U.S. CONSUMER   2013-12-02 2014-03-03
ISHARES U.S. UTILITIES   2014-05-01 2014-05-16
ISHARES U.S. UTILITIES   2014-05-01 2014-06-02
ISHARES U.S. HEALTHCARE   2014-01-02 2014-02-03
ISHARES DOWJONES US FINL   2013-12-02 2014-02-03
ISHARES DOWJONES US FINL   2013-12-02 2014-02-03
ISHARES DOWJONES US FINL   2014-01-02 2014-05-01
ISHARES DOWJONES US FINL   2014-04-01 2014-05-01
ISHARES DOWJONES US FINL   2013-12-02 2014-05-01
ISHARES DOWJONES US FINL   2013-12-30 2014-05-01
ISHARES U.S. ENERGY ETF   2014-05-01 2014-05-16
ISHARES U.S. ENERGY ETF   2014-05-01 2014-06-02
ISHARES CORE S&P SMALL   2013-11-07 2014-02-03
ISHARES CORE S&P SMALL   2014-01-02 2014-02-03
ISHARES U.S. BASIC   2014-04-01 2014-05-16
ISHARES U.S. BASIC   2014-04-01 2014-06-02
ISHARES U.S. BASIC   2014-05-01 2014-06-02
ISHARES S&P GLOBAL   2014-06-02 2014-07-01
ISHARES US AEROSPACE ETF   2014-02-03 2014-04-01
ISHARES US AEROSPACE ETF   2014-02-03 2014-05-01
ISHARES US AEROSPACE ETF   2014-03-03 2014-05-01
ISHARES U.S. HEALTHCARE   2014-08-01 2014-08-07
ISHARES U.S. PHARMACEUTI   2013-12-02 2014-02-03
ISHARES U.S. PHARMACEUTI   2013-12-02 2014-04-01
ISHARES U.S. PHARMACEUTI   2013-12-02 2014-05-16
ISHARES U.S. PHARMACEUTI   2014-01-02 2014-06-02
ISHARES U.S. PHARMACEUTI   2014-05-01 2014-06-02
ISHARES U.S. PHARMACEUTI   2014-03-03 2014-06-02
ISHARES U.S. PHARMACEUTI   2013-12-02 2014-06-02
JPMORGAN CHASE & CO   2013-12-02 2014-02-03
JPMORGAN CHASE & CO   2014-01-02 2014-02-03
JACK IN THE BOX INC   2014-08-07 2014-10-09
JOHNSON AND JOHNSON COM   2013-12-02 2014-04-01
JOHNSON AND JOHNSON COM   2013-12-02 2014-05-01
JOHNSON AND JOHNSON COM   2013-12-02 2014-05-16
JOHNSON AND JOHNSON COM   2014-01-02 2014-06-02
JOHNSON AND JOHNSON COM   2014-03-03 2014-06-02
JOHNSON AND JOHNSON COM   2014-02-03 2014-06-02
JOHNSON AND JOHNSON COM   2013-12-02 2014-06-02
JOY GLOBAL INC DEL COM   2014-08-07 2014-10-09
KANSAS CITY SOUTHERN   2013-12-02 2014-01-02
KANSAS CITY SOUTHERN   2014-06-02 2014-07-01
KANSAS CITY SOUTHERN   2014-08-01 2014-08-07
KIRBY CORP COM   2014-06-02 2014-07-01
KIRBY CORP COM   2014-08-01 2014-08-07
LEVEL 3 COMMUNICATNS INC   2014-06-02 2014-07-01
LOCKHEED MARTIN CORP   2014-02-03 2014-03-03
LOCKHEED MARTIN CORP   2014-02-03 2014-04-01
LOCKHEED MARTIN CORP   2014-02-03 2014-05-01
MARKET VECTORS   2014-04-01 2014-05-16
MARKET VECTORS   2014-04-01 2014-05-16
MARKET VECTORS   2014-04-01 2014-06-02
MARKET VECTORS   2014-04-01 2014-06-02
MERCK AND CO INC SHS   2013-12-02 2014-02-03
MERCK AND CO INC SHS   2013-12-02 2014-03-03
MERCK AND CO INC SHS   2013-12-02 2014-04-01
MERCK AND CO INC SHS   2013-12-02 2014-05-01
MERCK AND CO INC SHS   2013-12-02 2014-05-16
MERCK AND CO INC SHS   2014-01-02 2014-06-02
MERCK AND CO INC SHS   2013-12-02 2014-06-02
MICROSOFT CORP   2013-11-07 2014-01-02
MICROSOFT CORP   2014-02-03 2014-03-03
MICROSOFT CORP   2014-08-01 2014-10-09
NATIONAL GRID PLC SP ADR   2014-06-02 2014-07-01
NATIONAL-OILWELL VARCO   2014-08-07 2014-10-09
NEXTERA ENERGY INC SHS   2014-05-01 2014-05-16
NEXTERA ENERGY INC SHS   2014-05-01 2014-06-02
NORFOLK SOUTHERN CORP   2014-08-01 2014-08-07
OCCIDENTAL PETE CORP CAL   2014-05-01 2014-05-16
OCCIDENTAL PETE CORP CAL   2014-05-01 2014-06-02
OCWEN FINL CORP COM NEW   2014-08-07 2014-10-09
OCWEN FINL CORP COM NEW   2014-08-07 2014-10-21
OCWEN FINL CORP COM NEW   2014-08-07 2014-10-22
OUTERWALL INC   2014-08-25 2014-10-09
PACIRA PHARMACEUTICALS I   2014-07-01 2014-08-01
PEABODY ENERGY CORP COM   2014-08-07 2014-10-09
PFIZER INC   2013-12-02 2014-02-03
PFIZER INC   2013-12-02 2014-04-01
PFIZER INC   2013-12-02 2014-05-16
PFIZER INC   2013-12-02 2014-06-02
PFIZER INC   2014-01-02 2014-06-02
PINNACLE WEST CAP CORP   2014-06-02 2014-07-01
POWERSHARES QQQ TR UNITS   2014-01-02 2014-03-03
POWERSHARES QQQ TR UNITS   2013-11-07 2014-03-03
POWERSHARES QQQ TR UNITS   2014-02-03 2014-03-03
POWERSHARES QQQ TR UNITS   2014-08-01 2014-08-07
POWERSHARES ETF TR   2014-03-03 2014-04-01
PRECISION CASTPARTS   2014-02-03 2014-04-01
PRECISION CASTPARTS   2014-02-03 2014-05-01
PRECISION CASTPARTS   2014-03-03 2014-05-01
THE PRICELINE GROUP INC   2014-02-03 2014-04-01
PROLOGIS INC   2014-06-02 2014-07-01
PUBLIC STORAGE $0.10   2014-06-02 2014-07-01
REGENERON PHARMACTCLS   2014-02-03 2014-03-03
REGENERON PHARMACTCLS   2014-02-03 2014-05-01
REGENERON PHARMACTCLS   2014-04-01 2014-05-01
SPDR S P PHARMACEUTICALS   2014-07-01 2014-08-01
SPDR S P SEMICONDUCTOR   2014-07-01 2014-08-01
SPDR S P SEMICONDUCTOR   2014-07-01 2014-08-07
SCHLUMBERGER LTD   2014-05-01 2014-05-16
SCHLUMBERGER LTD   2014-05-01 2014-06-02
SEARS HOMETOWN & OUTLET   2014-08-19 2014-10-07
SEARS HOMETOWN & OUTLET   2014-08-07 2014-10-07
SEARS HOMETOWN & OUTLET   2014-08-19 2014-10-08
SEARS HOMETOWN & OUTLET   2014-08-19 2014-10-09
SIMON PROPERTY GROUP DEL   2014-06-02 2014-07-01
SOUTHERN COMPANY   2014-05-01 2014-05-16
SOUTHERN COMPANY   2014-05-01 2014-06-02
SPLUNK INC   2014-04-01 2014-05-01
SUNPOWER CORP   2014-07-01 2014-08-01
TEXAS INSTRUMENTS   2014-04-01 2014-05-16
TEXAS INSTRUMENTS   2014-04-01 2014-05-16
TEXAS INSTRUMENTS   2014-04-01 2014-06-02
TEXAS INSTRUMENTS   2014-04-01 2014-06-02
THERAVANCE INC   2014-07-01 2014-08-01
UNION PACIFIC CORP   2013-01-03 2014-01-02
UNION PACIFIC CORP   2014-06-02 2014-07-01
UNITED PARCEL SVC CL B   2013-12-02 2014-01-02
UNITED PARCEL SVC CL B   2014-06-02 2014-07-01
UNITED PARCEL SVC CL B   2014-08-01 2014-08-07
UNITED RENTALS INC COM   2014-08-07 2014-08-18
UNITED RENTALS INC COM   2014-08-07 2014-10-09
UNITED TECHS CORP COM   2014-02-03 2014-04-01
UNITED TECHS CORP COM   2014-02-03 2014-05-01
UNITED TECHS CORP COM   2014-03-03 2014-05-01
UNITEDHEALTH GROUP INC   2014-08-01 2014-08-07
VENTAS INC   2014-06-02 2014-07-01
VANGUARD REIT ETF   2014-06-02 2014-07-01
VISA INC CL A SHRS   2013-12-02 2014-02-03
VISA INC CL A SHRS   2014-01-02 2014-02-03
WAL-MART STORES INC   2013-12-02 2014-02-03
WAL-MART STORES INC   2014-01-02 2014-02-03
WEIGHT WATCHERS INTL NEW   2014-08-07 2014-10-09
WELLPOINT INC   2014-08-01 2014-08-07
WELLS FARGO & CO NEW DEL   2013-12-02 2014-02-03
WELLS FARGO & CO NEW DEL   2014-01-02 2014-02-03
WHIRLPOOL CORP   2014-10-07 2014-10-09
(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 101,059   102,337 -1,278
b 111,264   113,838 -2,574
c 52,054   50,470 1,584
d 34,128   51,126 -16,998
e 103,412   108,156 -4,744
49,739   51,657 -1,918
74,748   72,391 2,357
3,668   3,901 -233
17   21 -4
45,371   35,766 9,605
102,592   83,815 18,777
53,212   54,747 -1,535
87,784   82,092 5,692
71,129   84,429 -13,300
27,502   28,635 -1,133
10,510   6,005 4,505
520   379 141
7,307   5,361 1,946
2,282   1,734 548
1,646   1,206 440
119,874   83,842 36,032
19,060   17,054 2,006
8,953   7,999 954
57,024   43,737 13,287
41,715   31,448 10,267
5,355   4,432 923
10,360   9,320 1,040
9,230   7,392 1,838
6,969   7,292 -323
7,534   6,034 1,500
16,011   15,530 481
1,789   1,716 73
14,127   13,281 846
7,064   7,264 -200
40,642   25,646 14,996
15,494   10,455 5,039
22,572   18,724 3,848
33,723   23,278 10,445
4,457   3,086 1,371
8,261   6,370 1,891
5,109   4,041 1,068
18,371   13,375 4,996
10,870   7,586 3,284
12,936   9,569 3,367
6,957   4,856 2,101
6,740   4,958 1,782
23,589   14,791 8,798
217   161 56
6,523   4,157 2,366
2,423   2,804 -381
2,261   2,617 0
12,991   14,022 -1,031
2,425   2,628 -203
473   457 16
349   343 6
425   419 6
4,653   4,530 123
5,443   5,203 240
600   549 51
9,044   8,603 441
19,212   19,479 -267
13,789   13,927 -138
14,883   15,687 -804
13,431   14,352 -921
8,677   7,744 933
6,459   6,336 123
359   359 0
11,483   12,649 0
8,459   8,975 -516
10,827   12,653 -1,826
4,329   4,584 -255
14,175   14,411 -236
1,606   1,639 0
742   719 23
335   369 -34
17,411   18,698 -1,287
28,297   29,143 -846
25,995   28,175 -2,180
4,354   4,548 -194
359   375 0
14,360   14,659 -299
367   376 -9
8,298   6,540 1,758
6,085   6,022 63
1,106   1,045 61
19,881   19,092 789
3,730   3,618 112
710   666 44
3,607   3,691 -84
1,036   1,060 0
1,039   1,017 22
14,412   14,701 -289
17,510   19,119 -1,609
574   617 -43
253   248 5
516   508 8
19,595   18,848 747
265   257 8
313   309 4
636   669 0
4,010   4,218 -208
599   602 -3
649   674 -25
8,732   9,002 -270
4,691   4,924 -233
16,630   19,747 -3,117
19,088   19,836 -748
7,680   7,494 186
1,006   1,005 1
1,152   1,312 -160
18,639   19,280 -641
1,761   1,707 54
4,698   4,773 -75
14,022   14,320 -298
1,602   1,550 52
13,342   14,176 -834
19,121   19,386 -265
369   375 -6
12,898   14,380 -1,482
5,159   5,609 -450
15,903   14,374 1,529
4,936   4,642 294
1,417   1,382 35
19,573   19,590 -17
758   895 0
1,452   1,530 -78
3,926   4,125 0
14,758   14,405 353
15,945   15,893 52
4,349   4,534 -185
583   539 44
4,638   4,804 -166
13,593   14,338 -745
866   797 69
19,362   18,539 823
1,307   1,272 35
14,491   14,216 275
13,982   13,876 106
4,632   4,686 -54
14,210   14,365 -155
602   569 33
18,147   18,951 -804
14,491   14,369 122
15,029   14,287 742
13,835   13,897 -62
167,506   173,254 -5,748
15,773   16,918 -1,145
229,723   232,788 -3,065
74,232   76,872 -2,640
33,990   33,599 391
180,081   194,626 -14,545
206,349   215,763 -9,414
175,946   171,346 4,600
185,790   197,459 -11,669
753   904 -151
7,633   6,301 1,332
4,651   4,080 571
2,181   30,658 -28,477
316   4,394 -4,078
25,730   25,720 10
8,477   8,487 -10
324   303 21
870   808 62
19,730   18,180 1,550
1,059   1,109 0
1,610   1,869 -259
650   666 -16
2,208   2,047 161
18,923   19,553 -630
552   573 -21
15,558   10,200 5,358
35,848   37,720 -1,872
1,120   1,207 -87
13,632   13,797 -165
4,673   4,992 -319
13,711   14,296 -585
17,925   19,596 -1,671
1,637   1,535 102
443   448 -5
23,084   21,804 1,280
12,992   14,593 -1,601
12,297   14,696 -2,399
879   851 28
4,622   4,615 7
14,824   13,999 825
13,402   13,809 -407
46,071   48,340 -2,269
86,466   85,701 765
10,792   10,786 6
165,915   165,830 85
126,559   125,612 947
203,766   207,623 -3,857
33,180   34,333 0
8,593   8,892 -299
31,944   37,175 -5,231
176,957   190,190 -13,233
73,219   73,491 -272
26,216   27,115 -899
58,291   57,876 415
64,145   62,831 1,314
60,216   61,779 -1,563
184,398   187,292 -2,894
230,698   225,986 4,712
98,501   100,611 -2,110
3,297   3,367 0
55,402   56,750 -1,348
28,718   30,086 -1,368
62,073   62,666 -593
3,336   3,423 -87
55,628   55,837 -209
176,439   173,323 3,116
252,330   249,854 2,476
92,109   94,515 -2,406
69,506   69,095 411
90,168   87,498 2,670
134,390   130,457 3,933
186,123   181,976 4,147
51,156   49,491 1,665
188,346   184,111 4,235
43,814   44,117 -303
224,007   222,841 1,166
242   235 7
40,842   37,866 2,976
55,405   51,272 4,133
67,456   60,228 7,228
10,368   10,238 130
12,074   12,000 74
85,698   76,791 8,907
13,905   14,415 -510
4,764   4,999 -235
816   714 102
2,260   2,170 90
906   849 57
4,718   4,434 284
6,376   5,754 622
304   273 31
405   355 50
7,388   6,887 501
1,258   1,421 -163
14,346   14,422 -76
14,095   14,235 -140
13,729   13,830 -101
15,059   14,314 745
13,675   13,898 -223
14,310   14,293 17
161   151 10
1,145   1,054 91
19,674   18,065 1,609
19,909   20,541 0
35,729   36,863 -1,134
161,087   158,091 2,996
20,930   20,671 259
1,640   1,545 95
336   299 37
906   797 109
1,304   1,096 208
4,642   4,137 505
6,249   5,341 908
7,579   6,529 1,050
14,003   14,203 -200
19,399   19,338 61
1,070   992 78
14,357   14,298 59
661   740 0
4,641   4,808 -167
13,892   14,325 -433
13,598   13,766 -168
4,622   4,583 39
15,188   14,512 676
4,095   4,311 -216
8,650   11,367 -2,717
13,767   18,291 -4,524
589   662 0
14,625   14,755 -130
446   635 0
187   190 -3
961   952 9
4,636   5,044 -408
7,704   8,249 -545
5,600   5,760 -160
14,751   14,251 500
45,937   44,809 1,128
135,308   125,147 10,161
59,611   57,435 2,176
220,777   221,308 -531
270,070   281,949 -11,879
255   255 0
19,004   19,090 -86
760   766 -6
19,251   18,301 950
14,003   14,262 -259
14,003   14,121 -118
1,637   1,445 192
18,316   17,912 404
591   610 -19
141,805   159,085 -17,280
161,984   175,022 -13,038
70,340   75,445 -5,105
4,678   4,758 -80
14,689   14,274 415
171   211 -40
26,225   32,656 -6,431
1,619   2,163 -544
443   593 -150
14,083   14,138 -55
4,664   4,857 -193
13,756   14,300 -544
15,482   19,625 -4,143
12,537   14,627 -2,090
4,368   4,590 -222
270   284 0
282   288 -6
14,570   14,669 -99
10,710   14,759 -4,049
15,347   11,896 3,451
14,194   14,165 29
14,477   14,375 102
14,083   14,270 -187
13,605   13,780 -175
29,402   27,656 1,746
717   742 -25
821   799 22
19,076   18,502 574
707   694 13
13,771   13,944 -173
13,564   13,743 -179
128,391   128,292 99
15,164   14,356 808
3,899   3,977 -78
13,218   14,355 -1,137
5,198   5,543 -345
577   507 70
13,920   13,882 38
14,729   14,427 302
5,030   4,998 32
288   286 2
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       -1,278
b       -2,574
c       1,584
d       -16,998
e       -4,744
      -1,918
      2,357
      -233
      -4
      9,605
      18,777
      -1,535
      5,692
      -13,300
      -1,133
      4,505
      141
      1,946
      548
      440
      36,032
      2,006
      954
      13,287
      10,267
      923
      1,040
      1,838
      -323
      1,500
      481
      73
      846
      -200
      14,996
      5,039
      3,848
      10,445
      1,371
      1,891
      1,068
      4,996
      3,284
      3,367
      2,101
      1,782
      8,798
      56
      2,366
      -381
      0
      -1,031
      -203
      16
      6
      6
      123
      240
      51
      441
      -267
      -138
      -804
      -921
      933
      123
      0
      0
      -516
      -1,826
      -255
      -236
      0
      23
      -34
      -1,287
      -846
      -2,180
      -194
      0
      -299
      -9
      1,758
      63
      61
      789
      112
      44
      -84
      0
      22
      -289
      -1,609
      -43
      5
      8
      747
      8
      4
      0
      -208
      -3
      -25
      -270
      -233
      -3,117
      -748
      186
      1
      -160
      -641
      54
      -75
      -298
      52
      -834
      -265
      -6
      -1,482
      -450
      1,529
      294
      35
      -17
      0
      -78
      0
      353
      52
      -185
      44
      -166
      -745
      69
      823
      35
      275
      106
      -54
      -155
      33
      -804
      122
      742
      -62
      -5,748
      -1,145
      -3,065
      -2,640
      391
      -14,545
      -9,414
      4,600
      -11,669
      -151
      1,332
      571
      -28,477
      -4,078
      10
      -10
      21
      62
      1,550
      0
      -259
      -16
      161
      -630
      -21
      5,358
      -1,872
      -87
      -165
      -319
      -585
      -1,671
      102
      -5
      1,280
      -1,601
      -2,399
      28
      7
      825
      -407
      -2,269
      765
      6
      85
      947
      -3,857
      0
      -299
      -5,231
      -13,233
      -272
      -899
      415
      1,314
      -1,563
      -2,894
      4,712
      -2,110
      0
      -1,348
      -1,368
      -593
      -87
      -209
      3,116
      2,476
      -2,406
      411
      2,670
      3,933
      4,147
      1,665
      4,235
      -303
      1,166
      7
      2,976
      4,133
      7,228
      130
      74
      8,907
      -510
      -235
      102
      90
      57
      284
      622
      31
      50
      501
      -163
      -76
      -140
      -101
      745
      -223
      17
      10
      91
      1,609
      0
      -1,134
      2,996
      259
      95
      37
      109
      208
      505
      908
      1,050
      -200
      61
      78
      59
      0
      -167
      -433
      -168
      39
      676
      -216
      -2,717
      -4,524
      0
      -130
      0
      -3
      9
      -408
      -545
      -160
      500
      1,128
      10,161
      2,176
      -531
      -11,879
      0
      -86
      -6
      950
      -259
      -118
      192
      404
      -19
      -17,280
      -13,038
      -5,105
      -80
      415
      -40
      -6,431
      -544
      -150
      -55
      -193
      -544
      -4,143
      -2,090
      -222
      0
      -6
      -99
      -4,049
      3,451
      29
      102
      -187
      -175
      1,746
      -25
      22
      574
      13
      -173
      -179
      99
      808
      -78
      -1,137
      -345
      70
      38
      302
      32
      2
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 16,754
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 -100,308
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 536,648 3,915,886 0.137044
2012 380,763 2,957,984 0.128724
2011 332,187 2,427,829 0.136825
2010 253,801 1,531,365 0.165735
2009 122,021 499,576 0.244249
2 Total of line 1, column (d) ...................... 2 0.812577
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 0.162515
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,416,131
5 Multiply line 4 by line 3....................... 5 880,203
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,502
7 Add lines 5 and 6......................... 7 881,705
8 Enter qualifying distributions from Part XII, line 4.............. 8 815,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,003
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,003
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,003
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 4,360
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 4,360
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,357
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,357 RefundedBullet 11 0
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
    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)
    bulletSC
    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 ofbulletANNETTE H ROSS Telephone no.bullet (803) 254-8196
    Located atbullet1607 SAINT JULIAN PLCOLUMBIASC ZIP+4bullet29204
    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
    150
    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
    MARTIN F SMITH TRUSTEE
    0.00     		0 0 0
    440 CRABAPPLE FARM DRIVE
    ALPHARETTA,GA30004
    WILLIAM SMITH TRUSTEE
    0.00     		0 0 0
    320 NEWRIDGE ROAD
    LEXINGTON,SC29072
    RICHARD SMITH TRUSTEE
    0.00     		0 0 0
    1001 RICKENBACKER
    COLUMBIA,SC29205
    RITA CAUGHMAN TRUSTEE
    0.00     		0 0 0
    1301 GERVAIS ST STE 1920
    COLUMBIA,SC29201
    WILLIAM F QUATTLEBAUM TRUSTEE
    0.00     		0 0 0
    PO BOX 2227
    COLUMBIA,SC29202
    ANNE H ROSS TRUSTEE
    0.00     		0 0 0
    PO BOX 265
    COLUMBIA,SC29202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    5,088,652
    b
    Average of monthly cash balances.......................
    1b
    409,958
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,498,610
    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
    5,498,610
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    82,479
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,416,131
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    270,807
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    270,807
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,003
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,003
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    267,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    267,804
    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
    267,804
    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
    815,000
    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
    815,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    815,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 267,804
    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....... 94,880
    b From 2010....... 177,631
    c From 2011....... 212,422
    d From 2012....... 383,000
    e From 2013....... 541,000
    fTotal of lines 3a through e......... 1,408,933
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 815,000
    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..... 267,804
    e Remaining amount distributed out of corpus 547,196
    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 1,956,129
    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) ...     		94,880
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		1,861,249
    10 Analysis of line 9:
    a Excess from 2010.... 177,631
    b Excess from 2011.... 212,422
    c Excess from 2012.... 383,000
    d Excess from 2013.... 541,000
    e Excess from 2014.... 547,196
    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 email 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:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVENUE 17TH FL
    CHICAGO,IL60601     		NONE PUBLIC GENERAL FUND 15,000
    AMERICAN CANCER SOCIETY
    PO BOX 5111
    ATLANTA,GA30302     		NONE PUBLIC GENERAL FUND 15,000
    AMERICAN HEART ASSOCIATION
    PO BOX 78851
    PHOENIX,AZ85062     		NONE PUBLIC GENERAL FUND 15,000
    AMERICAN LUNG ASSOCIATION
    1817 GADSDEN STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 15,000
    AMERICAN RED CROSS
    PO BOX 91
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 15,000
    ARTHRITIS FOUNDATION INC
    PO BOX 19828
    CHARLOTTE,NC28219     		NONE PUBLIC GENERAL FUND 15,000
    BILLY GRAHAM EVANGELISTIC ASSOCIATI
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201     		NONE PUBLIC GENERAL FUND 10,000
    BOYS FARM INC
    PO BOX 713
    NEWBERRY,SC29108     		NONE PUBLIC GENERAL FUND 15,000
    BOYS TOWN
    PO BOX 6000
    BOYS TOWN,NE68010     		NONE PUBLIC GENERAL FUND 15,000
    CAMP HAPPY DAYS
    1622 ASHLEY HALL ROAD
    CHARLESTON,SC29407     		NONE PUBLIC GENERAL FUND 15,000
    CENTRAL CAROLINA COMMUNITY FOUNDATI
    2711 MIDDLEBURG DRIVE SUITE 213
    COLUMBIA,SC29204     		NONE PUBLIC GENERAL FUND 5,000
    CENTRAL SOUTH CAROLINA HABITAT FOR
    483 SUNSET BLVD
    WEST COLUMBIA,SC29169     		NONE PUBLIC GENERAL FUND 10,000
    CHILDREN'S LAW CENTER
    1600 HAMPTON STREET
    COLUMBIA,SC29208     		NONE PUBLIC GENERAL FUND 15,000
    CITY YEAR
    1919 HAMPTON STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 10,000
    COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA23187     		NONE PUBLIC GENERAL FUND 2,000
    COLUMBIA INTERNATIONAL UNIVERSITY
    PO BOX 3122
    COLUMBIA,SC29230     		NONE PUBLIC GENERAL FUND 5,000
    COLUMBIA MUSEUM OF ART
    PO BOX 2068
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 10,000
    CONGAREE LAND TRUST
    PO BOX 232
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 1,000
    EASTER SEALS INC
    233 SOUTH WACKER DRIVE
    CHICAGO,IL60606     		NONE PUBLIC GENERAL FUND 5,000
    EPISCOPAL DIOCESE OF UPPER SC
    1115 MARION STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 10,000
    ETV ENDOWMENT OF SC
    401 EAST KENNEDY STREET STE B-1
    SPARTANBURG,SC29302     		NONE PUBLIC GENERAL FUND 5,000
    FAMILIES HELPING FAMILIES
    4500 FT JACKSON ROAD
    COLUMBIA,SC29209     		NONE PUBLIC GENERAL FUND 10,000
    FISHER HOUSE
    111 ROCKVILLE PIKE SUITE 420
    ROCKVILLE,MD20850     		NONE PUBLIC GENERAL FUND 25,000
    HEALTHY LEARNERS - ALLENDALE
    219 OLD BARNWELL ROAD
    ALLENDALE,SC29810     		NONE PUBLIC GENERAL FUND 25,000
    HISTORIC COLUMBIA FOUNDATION
    1601 RICHLAND STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 5,000
    INDEPENDENCE FUND
    6538 COLLINS AVE STE 187
    MIAMI BEACH,FL33141     		NONE PUBLIC GENERAL FUND 25,000
    INTREPID FALLEN HERO
    ONE INTREPID SQUARE
    NEW YORK,NY10036     		NONE PUBLIC GENERAL FUND 25,000
    JUVENILE DIABETES RESEARCH FOUNDATI
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC GENERAL FUND 10,000
    KANUGA
    PO BOX 250
    HENDERSONVILLE,NC28793     		NONE RELIGIOUS GENERAL FUND 5,000
    MAKE-A-WISH FOUNDATION
    PO BOX 97104
    WASHINGTON,DC20090     		NONE PUBLIC GENERAL FUND 20,000
    MARCH OF DIMES
    PO BOX 8972
    TOPEKA,KS66608     		NONE PUBLIC GENERAL FUND 15,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    9801 SOUTHERN PINE BOULEVARD
    CHARLOTTE,NC28273     		NONE PUBLIC GENERAL FUND 10,000
    NATIONAL OSTEOPOROSIS FOUNDATION
    1232 22ND STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC GENERAL FUND 15,000
    NATIONAL PARKS CONSERVATION ASSOCIA
    1300 19TH STREET NW STE 300
    WASHINGTON,DC20036     		NONE PUBLIC GENERAL FUND 1,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190     		NONE PUBLIC GENERAL FUND 1,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PUBLIC GENERAL FUND 1,000
    NAVY-MARINE CORPS RELIEF SOCIETY
    875 N RANDOLPH ST SUITE 225
    ARLINGTON,VA22203     		NONE PUBLIC GENERAL FUND 10,000
    OLD DOMINION UNIVERSITY EDUC FND
    4417 MONARCH WAY 4TH FLOOR
    NORFOLK,VA23529     		NONE PUBLIC GENERAL FUND 3,000
    OLIVER GOSPEL MISSION
    PO BOX 7791
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 15,000
    PALMETTO HEALTH FOUNDATION
    PO BOX 247
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 45,000
    PALMETTO PROJECT
    4500 FT JACKSON ROAD
    COLUMBIA,SC29209     		NONE PUBLIC GENERAL FUND 10,000
    PAWMETTO LIFELINE
    PO BOX 1777
    COLUMBIA,SC29202     		NONE PUBLIC SPAYING 5,000
    RICHLAND CTY PUBLIC LIBRARY FOUNDAT
    1431 ASSEMBLY ST
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 2,000
    RICHLAND LIBRARY FRIENDS
    1431 ASSEMBLY STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 2,000
    SALVATION ARMY
    PO BOX 2786
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 15,000
    SC COASTAL CONSERVATION LEAGUE
    328 EAST BAY STREET
    CHARLESTON,SC29401     		NONE PUBLIC GENERAL FUND 1,000
    SC EPISCOPAL HOME AT STILL HOPES
    ONE STILL HOPES DRIVE
    WEST COLUMBIA,SC29169     		NONE PUBLIC GENERAL FUND 10,000
    SC MUSEUM FOUNDATION
    PO BOX 11442
    COLUMBIA,SC29211     		NONE PUBLIC GENERAL FUND 100,000
    SEMPER FI FUND
    825 COLLEGE BLVD SUITE 102 PMB 609
    OCEANSIDE,CA92057     		NONE PUBLIC GENERAL FUND 10,000
    SEWANSEA HIGH SCHOOL - JAG SC
    500 E 1ST STREET
    SWANSEA,SC29160     		NONE PUBLIC GENERAL FUND 10,000
    SEXUAL TRAUMA SERVICES OF THE MIDLA
    3830 FOREST DRIVE
    COLUMBIA,SC29204     		NONE PUBLIC GENERAL FUND 5,000
    SISTERCARE INC
    PO BOX 1029
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 15,000
    SPECIAL OLYMPICS SOUTH CAROLINA
    1276 ASSEMBLY STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 10,000
    ST JOHN'S EPISCOPAL CHURCH
    2827 WHEAT STREET
    COLUMBIA,SC29205     		NONE PUBLIC GENERAL FUND 5,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC GENERAL FUND 15,000
    THE BISHOP GRAVATT CENTER INC
    1006 CAMP GRAVATT ROAD
    AIKEN,SC29805     		NONE PUBLIC GENERAL FUND 2,000
    THE CHRISTIAN BROADCASTING NETWORK
    977 CENTREVILLE TURNPIKE
    VIRGINIA BEACH,VA23463     		NONE PUBLIC GENERAL FUND 7,000
    THE WOODYARD FUND
    PO DRAWER 2786
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 15,000
    THE WOUNDED WARRIOR PROJECT
    4200 MORGANTON ROAD SUITE 300
    FAYETTEVILLE,NC28314     		NONE PUBLIC GENERAL FUND 10,000
    TIDEWATER COMMUNITY COLLEGE EDUC FU
    121 COLLEGE PLACE 5TH FLOOR
    NORFOLK,VA23510     		NONE PUBLIC GENERAL FUND 1,000
    UNITED WAY OF THE MIDLANDS
    PO BOX 152
    COLUMBIA,SC29202     		NONE PUBLIC GENERAL FUND 10,000
    UNIVERSITY OF SC - GAMECOCK GUARANT
    1400 WHEAT STREET
    COLUMBIA,SC29201     		NONE PUBLIC GENERAL FUND 20,000
    UNIVERSITY OF SC EDUCATIONAL FND
    1600 HAMPTON STREET
    COLUMBIA,SC29208     		NONE PUBLIC GENERAL FUND 6,000
    WINGS FOR KIDS INC
    2097 MT PLEASANT STREET
    CHARLESTON,SC29403     		NONE PUBLIC GENERAL FUND 10,000
    YORK PLACE
    234 KINGS MOUNTAIN STREET
    YORK,SC29745     		NONE PUBLIC GENERAL FUND 30,000
    Total .................................bullet 3a 815,000
    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....     14 146,189  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        16,754
    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).. 0 146,189 16,754
    13Total. Add line 12, columns (b), (d), and (e)..................
    13162,943
    (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.)
    8 IT PROVIDED FUNDS TO CONTRIBUTE TO THE CHARITABLE ORGANIZATIONS
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    DOROTHY D SMITH CHARITABLE FOUNDATION
     
    Employer identification number

    26-3818221
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    DOROTHY D SMITH CHARITABLE FOUNDATION
          		Employer identification number

    26-3818221
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    DOROTHY D SMITH CHAR LEAD ANNUITY  
    1607 ST JULIAN PLACE
     
    COLUMBIA, SC29204

    		$1,185,151


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    DOROTHY D SMITH CHARITABLE FOUNDATION
          		Employer identification number

    26-3818221
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    DOROTHY D SMITH CHARITABLE FOUNDATION
          		Employer identification number

    26-3818221
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JW HUNT 5,220 0 0 0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,473,969 1,520,887

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 3,052,626 3,387,419

    TY 2014 LegalFeesSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADAMS AND REESE 3,230 0 0 0


    TY 2014 OtherExpensesSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND AMORTIZATION 12,771 12,771 0 0
    ESTIMATED INCOME TAXES PAID 4,360 0 0 0
    OTHER 29 0 0 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 27,444 0 0 0


    TY 2014 TaxesSchedule
    Name:
    DOROTHY D SMITH CHARITABLE FOUNDATION
    EIN: 26-3818221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,944 0 0 0