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
RHONA'S PLACE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)22 WEST PENNSYLVANIA AVENUE NO 606   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOWSON, MD21204
A Employer identification number

27-4477606
B Telephone number (see instructions)

(410) 339-7313
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$8,349,069J 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).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 139 123  
4 Dividends and interest from securities...... 117,440 117,440  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,112
b Gross sales price for all assets on line 6a 2,058,784
7 Capital gain net income (from Part IV, line 2)... 257,112
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 62,851 65,481  
12 Total. Add lines 1 through 11........ 437,542 440,156  
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)......... Click to see attachment 9,154 1,831   7,323
b Accounting fees (attach schedule)....... Click to see attachment 7,000 350   6,650
c Other professional fees (attach schedule).... Click to see attachment 49,206 49,206   0
17 Interest............... 23 23   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,498 998   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 113 91   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,994 52,499   13,973
25 Contributions, gifts, grants paid........ 284,750 284,750
26 Total expenses and disbursements. Add lines 24 and 25 353,744 52,499   298,723
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 83,798
b Net investment income (if negative, enter -0-) 387,657
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............... 104,441 100,035 100,035
2 Savings and temporary cash investments.......... 900,776 883,599 883,599
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)........ 932,363 Click to see attachment1,069,637 1,069,637
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)........... 5,978,279 Click to see attachment6,238,085 6,238,085
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment45,208 Click to see attachment57,713 Click to see attachment57,713
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,961,067 8,349,069 8,349,069
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................... 7,961,067 8,349,069
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 7,961,067 8,349,069
31 Total liabilities and net assets/fund balances (see instructions).. 7,961,067 8,349,069
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,961,067
2 Enter amount from Part I, line 27a..................... 2 83,798
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 304,204
4 Add lines 1, 2, and 3.......................... 4 8,349,069
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 8,349,069
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
PUBLICLY TRADED SECURITIES      
REGENCY ENERGY PARTNERS LP      
BROOKFIELD INFRASTURCTURE PARTNERS, LP      
ENERGY TRANSFER PARTNERS      
CAPITAL GAINS DIVIDENDS P    
(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 6,800   6,866 -66
b 185,258   188,699 -3,441
c 10,509   10,562 -53
d 18   11 7
e 196,476   191,613 4,863
242,276   244,265 -1,989
82,874   81,765 1,109
1,292,664   1,078,096 214,568
      -34
      2
      237
41,909     41,909
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       -66
b       -3,441
c       -53
d       7
e       4,863
      -1,989
      1,109
      214,568
      -34
      2
      237
      41,909
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 257,112
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 290,919 7,680,179 0.037879
2012 272,480 7,449,122 0.036579
2011 169,707 4,836,143 0.035091
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.109549
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 0.036516
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 8,184,473
5 Multiply line 4 by line 3....................... 5 298,864
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,877
7 Add lines 5 and 6......................... 7 302,741
8 Enter qualifying distributions from Part XII, line 4.............. 8 298,723
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 7,753
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 7,753
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 7,753
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,378
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,378
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,625
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,625 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)
    bulletMD
    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 ofbulletJERRY D FOCAS Telephone no.bullet (410) 339-7313
    Located atbullet22 W PENNSYLVANIA AVENUE SUITE 606TOWSONMD ZIP+4bullet21204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    JERRY D FOCAS TRUSTEE
    2.00     		0 0 0
    22 WEST PENNSYLVANIA AVE STE 606
    TOWSON,MD21204
    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
    5,750,172
    b
    Average of monthly cash balances.......................
    1b
    95,306
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,463,632
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,309,110
    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
    8,309,110
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    124,637
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,184,473
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    409,224
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    409,224
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    7,753
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,753
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    401,471
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    401,471
    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
    401,471
    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
    298,723
    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
    298,723
    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
    298,723
    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 7 401,471
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 250,214
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 298,723
    a Applied to 2013, but not more than line 2a 250,214
    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..... 48,509
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		352,962
    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) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    ADDICTIONS CONNECTIONS RESOURCE INC
    2306 KINGS ARM DRIVE
    FALLSTON,MD21047     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,500
    CATHOLIC CHARITIES
    320 CATHEDRAL STREET
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY TO SUPPORT ST. VINCENT'S VILLA AND VILLA MARIA 8,000
    CENTRAL SCHOLARSHIP BUREAU
    6 PARK CENTER COURT SUITE 211
    OWINGS MILLS,MD21117     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 20,000
    CHARM CITY YOUTH LACROSSE LEAGUE
    PO BOX 1346
    BALTIMORE,MD21203     		N/A PUBLIC CHARITY UNRESTICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 10,000
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    ENDURING HEARTS
    3600 DALLAS HWY SUITE 230
    MARIETTA,GA30064     		N/A PUBLIC CHARITY UNRESTRICTTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 3,000
    GBMC - LEGACY CHASE
    6701 NORTH CHARLES STREET
    BALTIMORE,MD21204     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    BALTIMORE,MD21204     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 64,000
    GILCHIST HOSPICE CARE - GILCHRIST KIDS
    11311 MCCORMICK ROAD STE 350
    HUNT VALLEY,MD21031     		N/A PUBLIC CHARITY TO HELP SUPPORT THE SALARY OF CHILD LIFE SPECIALIST 31,000
    GREYHOUND RESCUE INC
    862 CRESSEN DRIVE
    GERRARDSTOWN,WV25420     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    IMMUNE DEFICIENCY FOUNDATION
    40 WEST CHESAPEAKE AVE STE 308
    TOWSON,MD21204     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    LEADERSHIP THROUGH ATHLETICS
    2900 HAMMONDS FERRY RD
    LANDSDOWNE,MD21227     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    MARIPOSA CHILD SUCCESS PROGRAMS
    1500 UNION AVE STE 1310
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    MARYLAND SPCA
    3300 FALLS ROAD
    BALTIMORE,MD21211     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    MCDONOGH FOREVER CAMPAIGN
    8600 MCDONOGH ROAD
    OWINGS MILLS,MD21117     		N/A PUBLIC CHARITY UNRESTRICTED COTNRIBUTION TO SUPPORT ONGOING OPERATIONS 25,000
    PATHFINDERS FOR AUTISM
    303 INTERNATIONAL CIR STE 110
    HUNT VALLEY,MD21030     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 4,500
    PENN-MAR FOUNDATION
    310 OLD FREELAND ROAD
    FREELAND,MD21053     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 10,000
    PENN-MAR FOUNDATION
    310 OLD FREELAND ROAD
    FREELAND,MD21053     		N/A PUBLIC CHARITY STAFF ENDOWMENT FUND 5,000
    PHILOXENIA HOUSE INC
    601 SOUTH PONCA STREET
    BALTIMORE,MD21224     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 500
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY RD
    STEVENSON,MD21153     		N/A PUBLIC CHARITY TO HELP SUPPORT MISSION: I'M HOME 3,000
    THE BALTIMORE STATION
    140 W WEST STREET
    BALTIMORE,MD21230     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 3,250
    THE HEALING HANDS FOUNDATION
    7 SCOTTS MANOR COURT
    BALTIMORE,MD21053     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    THE MARYLAND ZOO IN BALTIMORE
    1876 MANSION HOUSE DRIVE
    BALTIMORE,MD21217     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    THE ULMAN CANCER FUND FOR YOUNG ADULTS
    921 E FORT AVE STE 325
    BALTIMORE,MD21230     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    US LACROSS FOUNDATION
    113 WEST UNIVERSITY PARKWAY
    BALTIMORE,MD21210     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    WASHINGTON HOSPITAL CENTER FOUNDATION
    110 IRVING STREET NW
    WASHINGTON,DC20010     		N/A PUBLIC CHARITY MEDICAL- FISTULA MISSON 8,000
    ANNE ARUNDEL MEDICAL CENTER FOUNDATION
    2001 MEDICAL PKWY SAJAK 550
    ANNAPOLIS,MD20850     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 10,000
    APLASTIC ANEMIA & MDS INTERNATIONAL FOUNDATION
    100 PARK AVENUE SUITE 108
    ROCKVILLE,MD21218     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 10,000
    BALTIMORE CHILD ABUSE CENTER
    2300 NORTH CHARLES STREET SUITE 400
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    GOOD SHEPHERD SERVICES
    4100 MAPLE AVENUE
    BALTIMORE,MD21227     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,000
    MARYLAND ALUMNI ASSOCIATION
    UNIVERSITY OF MARYLAND OFFICE OF
    GIFT PLANNING
    COLLEGE PARK,MD20742     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    MARYLAND VOLUNTEER LAWYERS SERVICE
    1 NORTH CHARLES STREET STE 222
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    NATIONAL PUBLIC RADION WYPR
    2216 N CHARLES STREET
    BALTIMORE,MD21218     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    RACE FOR HOPE
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 500
    THE LITTLE THINGS
    8601 ROBERT FULTON DRIVE SUTIE 100
    COLUMBIA,MD21046     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 2,500
    THE MAGGIE'S LIGHT FOUNDATION
    PO BOX 6
    PHOENIX,MD21131     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    UMCP FOUNDATION
    2716 XFINITY CENTER
    TERRAPIN TRAIL COLLEGE,MD20742     		N/A PUBLIC CHARITY TO SUPPORT THE SCHOLARSHIP FUND 12,000
    UNIVERSTIY OF BALTIMORE FOUNDATION
    1420 N CHARLES STREET
    BALTIMORE,MD21201     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 1,000
    BELIEVE IN TOMORROW CHILDREN'S FOUNDATION
    6601 FREDERICK ROAD
    CATONSVILLE,MD21228     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 5,000
    BALTIMORE AREA STEVE'S CLUB
    7800 AIRPORT HWY 101
    PENNSAUKEN TOWNSHIP,NJ08109     		N/A PUBLIC CHARITY UNRESTRICTED CONTRIBUTION TO SUPPORT ONGOING OPERATIONS 3,000
    Total .................................bullet 3a 284,750
    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 ............     		    14 139  
    4 Dividends and interest from securities....     14 117,440  
    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 65,481  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 257,112  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINCOME FROM PASS-THROUGH ENTITIES - UBIT 900099 -2,630      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -2,630 440,172 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13437,542
    (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:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 7,000 350   6,650

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGL RES INC 13,628 13,628
    ALTRIA GROUP INC 40,648 40,648
    ALTRIA GROUP INC 13,303 13,303
    AMERICAN ELECTRIC POWER INC 11,537 11,537
    AT&T INC COM 10,077 10,077
    AT&T INC COM 11,085 11,085
    ATMOS ENERGY CORP COM 12,263 12,263
    B&G FOODS INC NEW COM 29,900 29,900
    B&G FOODS INC NEW COM 7,176 7,176
    BERKSHIRE HATHAWAY B NEW CL B 75,075 75,075
    BRISTOL MYERS SQUIBB CO 88,545 88,545
    BRISTOL MYERS SQUIBB CO 14,167 14,167
    BROOKFIELD INFRAST PARTNERS LP 12,561 12,561
    CATERPILLAR INC 32,036 32,036
    CINCINNATI FINL CORP COM 13,994 13,994
    CISCO SYSTEMS INC 11,126 11,126
    CONSOLIDATED COMMUNICATIONS HLDGS 16,420 16,420
    CONSOLIDATED EDISON INC 26,404 26,404
    DOMINION RES INC VA NEW COM 14,611 14,611
    DR PEPPER SNAPPLE GROUP INC 14,336 14,336
    DUKE ENERGY CORP NEW 10,860 10,860
    ENERGY TRANSFER PARTNERS LP UNIT REP L P INTEREST 6,500 6,500
    GENERAL ELECTRIC COMPANY 37,905 37,905
    GOVERNMENT PPTYS INCOME TR REIT 29,913 29,913
    KINDER MORGAN INC 12,270 12,270
    KRAFT FOODS GROUP 27,132 27,132
    KRAFT FOODS GROUP 14,161 14,161
    MONDELEZ INTL INC CL A 7,265 7,265
    NORTHEAST UTILITIES COM 11,935 11,935
    NUCOR CORP 24,525 24,525
    PAYCHEX INC 11,543 11,543
    PHILIP MORRIS INTL INC 24,435 24,435
    PHILIP MORRIS INTL INC 10,588 10,588
    PROCTER & GAMBLE 54,654 54,654
    REGENCY ENERGY PARTNER 24,000 24,000
    SCANA CORP 10,268 10,268
    SPECTRA ENERGY CORP COM 40,656 40,656
    SPECTRA ENERGY CORP COM 13,068 13,068
    TRANSCANADA CORP COM 8,347 8,347
    UIL HLDG CORP COM 9,579 9,579
    VECTOR GROUP LTD COM 16,451 16,451
    VECTREN CORP COM 12,020 12,020
    VERIZON COMMUNICATIONS COM 46,780 46,780
    VERIZON COMMUNICATIONS COM 12,630 12,630
    XCEL ENERGY INC COM 12,931 12,931
    ASSOCIATED ESTATES RLTY CORP COM 15,783 15,783
    EPR PPTYS COM SH BEN INT 12,679 12,679
    GOVERNMENT PPTYS INCOME TR COM SHS 10,585 10,585
    HEALTH CARE REIT INC COM 15,134 15,134
    HEALTHCARE TR AMER INC CL A NEW 1,751 1,751
    LIBERTY PPTY TR SHS BEN INT 9,784 9,784
    LTC PROPERTIES INC 13,383 13,383
    NATIONAL HEALTH INVESTORS INC 11,893 11,893
    NATIONAL RETAIL PPTYS INC COM 12,991 12,991
    SELECT INCOME REIT COM SH BEN INT 6,346 6,346

    TY 2014 InvestmentsOtherSchedule2
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPS TRUST ETF FMV 19,272 19,272
    AMERICAN FD EUROPACIFIC GWTH FD CL F2 FMV 100,578 100,578
    AMERICAN FD WASHINGTON MUTUAL INV FD CL F2 FMV 133,197 133,197
    ANNALY CAPITAL MANAGEMENT INC FMV 10,810 10,810
    BARON SMALL CAP FD FMV 101,393 101,393
    BLACKROCK EQTY DIVIDEND FUND INSTL FMV 167,828 167,828
    COLUMBIA ACORN INTL SELECT FD CL Z FMV 10,564 10,564
    DAVIS NEW YORK VENTURE FD CL A FMV 58,339 58,339
    DWS REEF REAL ESTATE SEC CL S FMV 36,876 36,876
    FEDERATED SHORT TERM INCOME INST SHARE FMV 101,614 101,614
    FIDELITY ADVISOR CONVERTIBLE SECURITIES CLA FMV 79,350 79,350
    FIDELITY ADVISOR STATEGIC INC FD CL I FMV 175,545 175,545
    HUSSMAN STRATEGIC TOTAL RETURN FMV 47,960 47,960
    ISHARES FLOATING RATE BOND ETF FMV 75,810 75,810
    ISHARES TR RUSSELL 2000 ETF FMV 11,962 11,962
    JOHN HANCOCK FLOATING RATE INCM I FMV 105,953 105,953
    JOHN HANCOCK3 GLOBAL SHAREHOLDER YEILD CL A FMV 113,686 113,686
    JOHN HANCOCK2 STRATEGIC INCM OPPTY I FMV 175,024 175,024
    JPMORGAN CHASE FMV 6,258 6,258
    MARKET VECTORS OIL SERVICES ETF FMV 35,920 35,920
    MFS INTL NEW DISCOVERY I FMV 38,257 38,257
    MONDELEZ INTL INC CL A FMV 54,488 54,488
    OPPENHEIMER DEVELOPING MKTS FD CL Y FMV 10,389 10,389
    PFIZER INCORPORATED FMV 3,115 3,115
    PRUDENTIAL JENNISON NATURAL RESOURCES Z FMV 38,168 38,168
    PRUDENTIAL SHORT TERM CORP BD FD CL Z FMV 159,836 159,836
    ROYCE PA MUTUAL FUND INVSTMENT CL FMV 37,393 37,393
    SPDR S&P 500 ETF FMV 3,905 3,905
    T ROWE PRICE EMERGING MKTS STOCK FD FMV 36,257 36,257
    VANGUARD TOTAL BOND MARKET ETF FMV 39,538 39,538
    VANGUARD FTSE ALL WORLD EX US ETF FMV 23,992 23,992
    VANGUARD FTSE DEVELOPED MKTS ETF FMV 74,321 74,321
    VANGUARD HIGH DIVIDEND YIELD ETF FMV 156,269 156,269
    VANGUARD HIGH YEILD CORP INVESTOR CL FMV 91,416 91,416
    VANGUARD FTSE EMERGING MARKETS ETF FMV 24,173 24,173
    VANGUARD SHORT TERM CORP BOND ETF FMV 21,659 21,659
    VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF FMV 25,326 25,326
    VANGUARD WELLESLEY INCOME INVESTOR CL FMV 96,337 96,337
    WASHINGTON REAL ESTATE INV TR SBI REIT FMV 11,063 11,063
    WELLS FARGO FMV 5,482 5,482
    WMS CHESTNUT FUND FMV 724,310 724,310
    WMS FAIRMOUNT FUND, LLC FMV 1,733,467 1,733,467
    ALTRIA GROUP INC FMV 59,962 59,962
    AT&T INC FMV 51,292 51,292
    AMN ELEC POWER CO FMV 15,544 15,544
    BP PLC FMV 35,604 35,604
    BCE INC FMV 26,874 26,874
    CHEVRON CORP FMV 15,817 15,817
    CHEVRON CORP FMV 7,853 7,853
    CONOCOPHILLIPS FMV 32,458 32,458
    COCA COLA COM FMV 21,321 21,321
    DOMINION RES INC NEW VA FMV 31,375 31,375
    DUKE ENERGY CORP NEW FMV 47,534 47,534
    GLAXOSMITHKLINE PLC ADR FMV 48,467 48,467
    GENERAL MILLS FMV 13,173 13,173
    GENERAL MILLS FMV 7,786 7,786
    HCP INC FMV 27,519 27,519
    HEALTH CARE REIT INC COM REIT FMV 27,922 27,922
    JOHNSON AND JOHNSON COM FMV 28,652 28,652
    KINDER MORGAN INC. DEL FMV 13,116 13,116
    KRAFT FOODS GROUP INC FMV 55,204 55,204
    276 KIMBERLY CLARK FMV 31,889 31,889
    MERCK AND CO INC SHS FMV 48,158 48,158
    MCDONALDS CORP COM FMV 45,351 45,351
    NATIONAL GRID PLC SP ADR FMV 48,473 48,473
    PPL CORPORATION FMV 32,588 32,588
    PHILIP MORRIS INTL INC FMV 49,847 49,847
    PEPSICO INC FMV 14,373 14,373
    PROCTER & GAMBLE CO FMV 41,263 41,263
    REALTY INCM CRP MD PV$1. REIT FMV 15,649 15,649
    REYNOLDS AMERICAN INC FMV 54,501 54,501
    ROYAL DUTCH SHEL PLC SPONS ADR B FMV 42,988 42,988
    SENIOR HSG PPTYS TRSBI FMV 15,213 15,213
    SOUTHERN COMPANY FMV 42,628 42,628
    TOTAL S.A. SP ADR FMV 43,315 43,315
    UNILEVER PLC NEW ADR FMV 30,886 30,886
    VENTAS INC FMV 27,676 27,676
    VERIZON COMMUNICATNS COM FMV 51,037 51,037
    VODAFONE GROUP PLC SHS FMV 24,466 24,466
    WILLIAMS COMPANIES DEL FMV 33,211 33,211

    TY 2014 LegalFeesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,154 1,831   7,323


    TY 2014 OtherAssetsSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 45,208 57,713 57,713


    TY 2014 OtherExpensesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 113 91   0


    TY 2014 OtherIncomeSchedule2
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH INCOME FROM PARTNERSHIPS 65,481 65,481 65,481
    INCOME FROM PASS-THROUGH ENTITIES - UBIT -2,630   -2,630


    TY 2014 OtherIncreasesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 49,206 49,206   0


    TY 2014 TaxesSchedule
    Name:
    RHONA'S PLACE FOUNDATION
    EIN: 27-4477606
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 998 998   0
    INVESTMENT INCOME EXCISE TAX 2,500 0   0