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
WILMA R MCCURDY TUW
 

Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28262
A Employer identification number

56-6169358
B Telephone number (see instructions)

(800) 352-3705
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$1,214,727J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 30,738 30,280  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,980
b Gross sales price for all assets on line 6a 440,643
7 Capital gain net income (from Part IV, line 2)... 55,980
8 Net short-term capital gain......... 0
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 2,517    
12 Total. Add lines 1 through 11........ 89,235 86,260  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,640 14,580   6,060
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,312 704   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 627 320   307
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,579 15,604 0 7,367
25 Contributions, gifts, grants paid........ 40,500 40,500
26 Total expenses and disbursements. Add lines 24 and 25 64,079 15,604 0 47,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,156
b Net investment income (if negative, enter -0-) 70,656
c Adjusted net income (if negative, enter -0-)... 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...............   100 100
2 Savings and temporary cash investments.......... 58,552 44,376 44,376
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 698,656 Click to see attachment745,276 875,257
c Investments—corporate bonds (attach schedule)........ 323,659 Click to see attachment311,114 294,994
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 1,080,867 1,100,866 1,214,727
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,080,867 1,100,866
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)...... 1,080,867 1,100,866
31 Total liabilities and net assets/fund balances (see instructions).. 1,080,867 1,100,866
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 1,080,867
2 Enter amount from Part I, line 27a..................... 2 25,156
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 626
4 Add lines 1, 2, and 3.......................... 4 1,106,649
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,783
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,100,866
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 16. AFFLIATED MANAGERS GRP INC COM   2012-10-23 2014-08-11
b 10. AFFLIATED MANAGERS GRP INC COM   2012-10-23 2014-12-29
c 28. ANHEUSER-BUSCH INBEV SPN ADR   2011-12-21 2014-09-11
d 10. ANHEUSER-BUSCH INBEV SPN ADR   2011-12-21 2014-12-17
e 15. ANHEUSER-BUSCH INBEV SPN ADR   2011-12-21 2015-01-08
44. APACHE CORP COM RTS EXP 01/31/2006   2012-07-16 2014-08-11
30. APPLE COMPUTER INC COM   2013-03-04 2014-08-11
35. APPLE COMPUTER INC COM   2013-03-04 2014-09-11
15. APPLE COMPUTER INC COM   2010-07-12 2014-12-17
30. APPLE COMPUTER INC COM   2010-07-12 2014-12-29
15. APPLE COMPUTER INC COM   2010-07-12 2015-01-08
20. BAXTER INTL INC COM W/RIGHTS ATTACHED EXP 3/23/2009   2013-08-19 2014-12-29
110. BAXTER INTL INC COM W/RIGHTS ATTACHED EXP 3/23/2009   2013-08-19 2015-06-18
29. BERKSHIRE HATHAWAY INC.   2012-10-23 2014-07-10
25. BERKSHIRE HATHAWAY INC.   2012-10-23 2014-12-17
15. BERKSHIRE HATHAWAY INC.   2012-10-23 2014-12-29
5. BERKSHIRE HATHAWAY INC.   2012-10-23 2015-01-08
115. BHP LIMITED SPONS ADR COM   2013-03-04 2014-07-10
15. BOEING CO COM   2014-08-08 2014-09-11
10. BOEING CO COM   2014-08-08 2014-12-17
5. BOEING CO COM   2013-02-04 2014-12-17
10. BOEING CO COM   2013-02-04 2014-12-29
35. CME GROUP INC   2013-01-07 2014-09-11
15. CME GROUP INC   2013-01-07 2014-12-17
20. CME GROUP INC   2013-01-07 2015-01-08
35. CVS CORP COM   2012-03-28 2014-08-11
30. CVS CORP COM   2012-03-28 2014-12-17
20. CVS CORP COM   2012-03-28 2015-01-08
5. CELANESE CORP   2013-03-04 2014-12-29
35. CELANESE CORP   2014-11-24 2014-12-29
85. CHEVRONTEXACO CORP COM   2007-08-27 2014-11-24
105. CISCO SYS INC COM W/RIGHTS ATTACHED EXPIRING 6/10/2008   2013-03-04 2014-08-11
120. CISCO SYS INC COM W/RIGHTS ATTACHED EXPIRING 6/10/2008   2013-03-04 2014-12-17
55. CISCO SYS INC COM W/RIGHTS ATTACHED EXPIRING 6/10/2008   2009-06-03 2014-12-29
35. CITIGROUP INC.   2014-03-25 2014-12-29
50. COMCAST CORP NEW CL A   2011-08-11 2014-08-11
40. COMCAST CORP NEW CL A   2011-08-11 2014-12-17
30. COMCAST CORP NEW CL A   2011-08-11 2014-12-29
20. CUMMINS INC COM   2013-11-14 2014-12-29
3478.675 DELAWARE POOLED TR INTL EQUITY PORTFOLIO   2007-01-10 2014-12-29
3940.37 DELAWARE POOLED TR INTL EQUITY PORTFOLIO   2009-05-13 2015-01-08
25. DIAGEO PLC SPONSORED ADR NEW   2013-01-07 2014-12-17
5. DIAGEO PLC SPONSORED ADR NEW   2013-01-07 2015-06-18
30. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2013-03-04 2014-08-11
45. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2013-03-04 2014-09-11
20. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2012-03-28 2014-12-17
15. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2012-03-28 2014-12-29
10. DISNEY (WALT) COMPANY HOLDING COMPANY COM   2012-03-28 2015-01-08
45. E M C CORP MASS COM   2013-02-04 2015-01-08
36. GILEAD SCIENCES INC COM   2011-10-17 2014-07-10
65. GILEAD SCIENCES INC COM   2011-10-17 2014-09-11
25. GILEAD SCIENCES INC COM   2011-10-17 2015-01-08
15. GOLDMAN SACHS GRP INC COM   2013-02-04 2014-08-11
10. GOLDMAN SACHS GRP INC COM   2013-02-04 2014-12-29
16. GOOGLE INC CL A   2012-12-26 2014-07-10
5. GOOGLE INC-CL C   2014-08-08 2014-12-17
.0631 GOOGLE INC-CL C   2014-08-08 2015-05-06
120. HSBC HLDGS PLC SPONSORED ADR NEW   2013-02-25 2014-07-10
13. HSBC HLDGS PLC SPONSORED ADR NEW   2014-02-07 2014-07-10
47. INTL BUSINESS MACHINES CORP COM   2013-06-18 2014-07-10
51. JP MORGAN CHASE & CO COM   2013-03-04 2014-08-11
45. JP MORGAN CHASE & CO COM   2013-03-04 2014-12-17
30. JP MORGAN CHASE & CO COM   2013-03-04 2014-12-29
53. JOHNSON CTLS INC COM W/RTS ATTACHED EXP 11/30/2004   2013-01-07 2014-08-11
45. JOHNSON CTLS INC COM W/RTS ATTACHED EXP 11/30/2004   2013-01-07 2014-12-29
15. MCKESSON HBOC INC COM   2009-10-19 2014-08-11
10. MCKESSON HBOC INC COM   2009-10-19 2014-12-17
5. MCKESSON HBOC INC COM   2009-10-19 2014-12-29
10. MCKESSON HBOC INC COM   2009-10-19 2015-01-08
55. MICROSOFT CORP COM   2002-03-20 2014-12-29
40. MONSTER BEVERAGE CORP   2013-01-22 2014-08-11
25. MONSTER BEVERAGE CORP   2013-01-22 2014-12-17
15. MONSTER BEVERAGE CORP   2012-11-15 2015-01-08
55. MONSTER BEVERAGE CORP   2012-11-15 2015-01-12
15. NATIONAL OILWELL INC COM   2014-11-24 2014-12-17
20. NATIONAL OILWELL INC COM   2014-11-24 2015-01-08
35. NESTLE S A SPONSORED ADR REPSTG REG SH   2012-12-26 2014-09-11
15. NESTLE S A SPONSORED ADR REPSTG REG SH   2012-12-26 2014-12-29
63. ORACLE CORP COM   2010-07-12 2014-09-11
40. ORACLE CORP COM   2010-07-12 2014-12-29
2923.754 ROWE T PRICE SHORT TERM BD FD INC   2011-08-17 2015-01-02
24. SCHLUMBERGER LTD COM   2013-02-04 2014-08-11
15. SCHLUMBERGER LTD COM   2014-11-24 2014-12-17
10. SCHLUMBERGER LTD COM   2013-02-04 2015-01-08
10. SCHLUMBERGER LTD COM   2014-11-24 2015-01-08
45. TJX COS INC NEW COM   2012-07-16 2014-09-11
30. TJX COS INC NEW COM   2012-07-16 2014-12-29
35. TARGET CORP COM   2013-03-04 2014-12-17
70. TARGET CORP COM   2013-08-30 2014-12-29
15. TARGET CORP COM   2011-08-17 2015-01-08
19. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006   2012-12-26 2014-09-11
15. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006   2012-12-26 2014-12-29
10. THERMO ELECTRON CORP COM W/RTS ATTACHED EXP 01/29/2006   2012-12-26 2015-01-08
76. 3M CO COM   2013-03-04 2014-08-08
50. TOTAL FINA ELF S A SPONSORED ADR   2013-01-07 2014-12-17
69. US BANCORP DEL COM NEW W/RIGHTS ATTACHED EXP 2/27/2011   2012-03-28 2014-09-11
45. US BANCORP DEL COM NEW W/RIGHTS ATTACHED EXP 2/27/2011   2012-03-28 2014-12-29
200. US BANCORP DEL COM NEW W/RIGHTS ATTACHED EXP 2/27/2011   2012-03-28 2015-05-27
46. UNION PAC CORP COM   2012-10-23 2014-09-11
15. UNION PAC CORP COM   2012-10-23 2014-12-17
15. UNION PAC CORP COM   2012-10-23 2014-12-29
35. UNITED PARCEL SERVICE CL B COM   2013-02-04 2014-12-17
10. UNITED PARCEL SERVICE CL B COM   2013-02-04 2015-01-08
35. UNITEDHEALTH GRP INC COM   2013-04-03 2014-08-11
25. UNITEDHEALTH GRP INC COM   2011-08-11 2014-12-17
20. UNITEDHEALTH GRP INC COM   2011-08-11 2014-12-29
15. UNITEDHEALTH GRP INC COM   2011-08-11 2015-01-08
30. UNITEDHEALTH GRP INC COM   2011-08-11 2015-03-02
234. VANGUARD INTERMEDIATE TERM B   2011-08-17 2014-09-17
45. EATON CORP PLC   2012-12-06 2014-12-17
15. EATON CORP PLC   2012-12-06 2015-01-08
CAPITAL GAIN 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 3,154   1,985 1,169
b 2,143   1,240 903
c 3,136   1,652 1,484
d 1,097   590 507
e 1,694   885 809
4,396   3,659 737
2,869   1,806 1,063
3,511   1,901 1,610
1,629   559 1,070
3,416   1,118 2,298
1,679   559 1,120
1,492   1,430 62
7,620   7,863 -243
3,726   2,528 1,198
3,677   2,179 1,498
2,280   1,308 972
755   436 319
8,046   8,431 -385
1,911   1,806 105
1,246   1,204 42
623   377 246
1,325   753 572
2,707   1,875 832
1,335   804 531
1,776   1,071 705
2,745   1,564 1,181
2,811   1,340 1,471
1,952   894 1,058
303   230 73
2,123   2,138 -15
9,984   7,414 2,570
2,649   2,180 469
3,199   2,389 810
1,565   1,058 507
1,917   1,762 155
2,683   1,030 1,653
2,204   824 1,380
1,765   618 1,147
2,942   2,648 294
49,675   79,383 -29,708
54,614   70,623 -16,009
2,801   2,913 -112
602   583 19
2,627   1,671 956
4,038   2,130 1,908
1,820   871 949
1,434   653 781
937   436 501
1,318   1,118 200
3,204   716 2,488
6,902   1,292 5,610
2,543   497 2,046
2,579   2,211 368
1,964   1,474 490
9,286   5,674 3,612
2,514   2,846 -332
35   36 -1
6,060   6,548 -488
656   674 -18
8,814   9,646 -832
2,871   2,496 375
2,677   2,202 475
1,890   1,428 462
2,562   1,673 889
2,205   1,421 784
2,866   920 1,946
2,044   613 1,431
1,052   307 745
2,165   613 1,552
2,605   1,681 924
2,814   1,927 887
2,702   1,168 1,534
1,767   668 1,099
6,275   2,448 3,827
960   1,105 -145
1,265   1,474 -209
2,670   2,284 386
1,108   979 129
2,555   1,470 1,085
1,824   934 890
13,888   14,209 -321
2,628   1,913 715
1,244   1,478 -234
827   797 30
827   985 -158
2,705   2,019 686
2,047   1,346 701
2,565   2,310 255
5,279   4,086 1,193
1,157   755 402
2,335   1,217 1,118
1,906   961 945
1,304   640 664
10,682   7,534 3,148
2,595   2,585 10
2,902   2,189 713
2,055   1,428 627
8,783   6,345 2,438
4,950   2,843 2,107
1,713   927 786
1,811   927 884
3,789   2,798 991
1,104   799 305
2,795   2,079 716
2,483   1,092 1,391
2,048   874 1,174
1,571   655 916
3,425   1,311 2,114
19,639   20,560 -921
2,906   2,315 591
999   772 227
      8,296
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       1,169
b       903
c       1,484
d       507
e       809
      737
      1,063
      1,610
      1,070
      2,298
      1,120
      62
      -243
      1,198
      1,498
      972
      319
      -385
      105
      42
      246
      572
      832
      531
      705
      1,181
      1,471
      1,058
      73
      -15
      2,570
      469
      810
      507
      155
      1,653
      1,380
      1,147
      294
      -29,708
      -16,009
      -112
      19
      956
      1,908
      949
      781
      501
      200
      2,488
      5,610
      2,046
      368
      490
      3,612
      -332
      -1
      -488
      -18
      -832
      375
      475
      462
      889
      784
      1,946
      1,431
      745
      1,552
      924
      887
      1,534
      1,099
      3,827
      -145
      -209
      386
      129
      1,085
      890
      -321
      715
      -234
      30
      -158
      686
      701
      255
      1,193
      402
      1,118
      945
      664
      3,148
      10
      713
      627
      2,438
      2,107
      786
      884
      991
      305
      716
      1,391
      1,174
      916
      2,114
      -921
      591
      227
       
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 55,980
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 47,562 1,177,826 0.040381
2012 45,017 1,080,993 0.041644
2011 53,222 1,025,559 0.051896
2010 53,002 1,049,137 0.05052
2009 57,431 993,803 0.057789
2 Total of line 1, column (d) ...................... 2 0.24223
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 0.048446
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,223,811
5 Multiply line 4 by line 3....................... 5 59,289
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 707
7 Add lines 5 and 6......................... 7 59,996
8 Enter qualifying distributions from Part XII, line 4.............. 8 47,867
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 1,413
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 1,413
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 1,413
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 608
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 608
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 805
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (800) 352-3705
    Located atbullet1 W 4TH STREET D4000-062WINSTON SALEMNC ZIP+4bullet271014000
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    WELLS FARGO BANK NA TRUSTEE
    40     		19,440    
    1525 WEST WT HARRIS BLVD
    CHARLOTTE,NC282881114
    JERRY E MCGEE CO-TRUSTEE
    2     		600    
    WINGATE UNIVERSITY
    WINGATE,NC28174
    REV ROGER W THOMAS CO-TRUSTEE
    2     		600    
    1015 LAFAYETTE DRIVE
    ALBERMARLE,NC28801
    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.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,184,095
    b
    Average of monthly cash balances.......................
    1b
    58,353
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,242,448
    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
    1,242,448
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,637
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,223,811
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,191
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    61,191
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,413
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,413
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    59,778
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,517
    5
    Add lines 3 and 4............................
    5
    62,295
    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
    62,295
    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
    47,867
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    47,867
    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
    47,867
    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 62,295
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 7,995
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 47,867
    a Applied to 2013, but not more than line 2a 7,995
    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..... 39,872
    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 ..........     		22,423
    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.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SEE UNIVERSITY'S FINANCIAL AID OFFI
    1 WEST 4TH STREET
    WINSTONSALEM,NC271014000
    (800) 352-3705
    bThe form in which applications should be submitted and information and materials they should include:
    TRUSTEE WILL EMAIL FORM TO INSTITUTION
    cAny submission deadlines:
    NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESIDENTS OF STANLY COUNTY ATTENDING ANY OF THE FOLLOWING INSTITUTIONS MARS HILL, GARDNER-WEBB, WINGATE, MEREDITH, WAKE FOREST, CAMPBELL, AND CHOWAN UNIVERSITIES.
    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
    CHOWAN COLLEGE
    CLIFTON S COLLINS DIR FNCL AID
    MURFREESBORO,NC27855     		NONE PC SCHOLARSHIPS 750
    GARDNER-WEBB UNIVERSITY
    PO BOX 997
    BOILING SPRINGS,NC28017     		NONE PC GENERAL PURPOSE 3,000
    WAKE FOREST UNIVERSITY
    PO BOX 7246
    WINSTON SALEM,NC271097246     		NONE PC GENERAL PURPOSE 1,500
    CAMPBELL UNIVERSITY
    L BUFFALOE ASST VP RELATIONS
    PO BOX 116
    BUIES CREEK,NC27506     		NONE PC GENERAL PURPOSE 2,250
    WINGATE UNIVERSITY
    C/O DR JERRY EMCGEE PRESIDENT
    POST OFFICE BOX 3055
    WINGATE,NC28174     		NONE PC GENERAL PURPOSE 33,000
    Total .................................bullet 3a 40,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 30,738  
    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 .............     		    18 55,980  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRECOVERY     1 2,517  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   89,235  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1389,235
    (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:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Name of Bond End of Year Book Value End of Year Fair Market Value
    261980494 DREYFUS EMG MKT DEBT 29,000 22,532
    464287242 ISHARES IBOXX $ INVE 20,019 19,210
    693390700 PIMCO TOTAL RET FD-I 93,163 93,605
    693390841 PIMCO HIGH YIELD FD- 45,541 41,902
    693390882 PIMCO FOREIGN BD FD 14,555 15,041
    722005220 PIMCO FOREIGN BOND ( 11,892 9,631
    77957P105 T ROWE PRICE SHORT T 24,791 24,266
    921937819 VANGUARD INTERMEDIAT 19,418 18,535
    262028855 DRIEHAUS ACTIVE INCO 30,511 29,295
    4812C0803 JPMORGAN HIGH YIELD 22,224 20,977

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    345370860 FORD MOTOR COMPANY    
    364760108 GAP INC    
    437076102 HOME DEPOT INC    
    654106103 NIKE INC    
    778296103 ROSS STORES    
    126650100 CVS HEALTH CORPORATI 5,139 12,061
    742718109 PROCTER & GAMBLE CO    
    902494103 TYSON FOODS INC    
    931142103 WAL MART STORES    
    166764100 CHEVRON CORP    
    171798101 CIMAREX ENERGY CO    
    20825C104 CONOCOPHILLIPS    
    30231G102 EXXON MOBIL CORPORAT    
    406216101 HALLIBURTON CO    
    674599105 OCCIDENTAL PETE CORP    
    03076C106 AMERIPRISE FINL    
    172967424 CITIGROUP INC. 9,920 10,882
    46625H100 JPMORGAN CHASE & CO 7,807 12,536
    693475105 PNC FINANCIAL SERVIC 8,158 8,130
    91529Y106 UNUM GROUP    
    031162100 AMGEN INC    
    110122108 BRISTOL MYERS SQUIBB    
    14149Y108 CARDINAL HEALTH INC    
    345838106 FOREST LABS    
    478160104 JOHNSON & JOHNSON    
    58155Q103 MCKESSON CORP 2,759 10,116
    58405U102 MEDCO HEALTH SOLUTIO    
    235851102 DANAHER CORP    
    369604103 GENERAL ELECTRIC CO    
    907818108 UNION PACIFIC CORP 7,416 11,444
    913017109 UNITED TECHNOLOGIES    
    88579Y101 3M CO    
    037833100 APPLE INC 10,257 26,966
    17275R102 CISCO SYSTEMS INC 7,375 11,259
    219350105 CORNING INC    
    428236103 HEWLETT PACKARD CO    
    44919P508 IAC/INTERACTIVECORP    
    458140100 INTEL CORP    
    459200101 INTERNATIONAL BUSINE 4,210 4,067
    594918104 MICROSOFT CORP 6,386 9,227
    68389X105 ORACLE CORPORATION 4,201 7,254
    882508104 TEXAS INSTRUMENTS IN    
    81211K100 SEALED AIR CORP    
    92343V104 VERIZON COMMUNICATIO    
    210371100 CONSTELLATION ENERGY    
    459506101 INTERNATIONAL FLAVOR    
    03524A108 ANHEUSER-BUSCH INBEV 4,424 9,050
    14040H105 CAPITAL ONE FINANCIA    
    156700106 CENTURYLINK, INC    
    191216100 COCA COLA CO    
    20030N101 COMCAST CORP CLASS A 4,224 12,329
    22160K105 COSTCO WHOLESALE COR    
    22544R305 CREDIT SUISSE COMM R 31,574 21,028
    246248306 DELAWARE POOLED TR I    
    254687106 WALT DISNEY CO 5,444 14,268
    278865100 ECOLAB INC    
    375558103 GILEAD SCIENCES INC 1,292 7,610
    438516106 HONEYWELL INTERNATIO    
    45865V100 INTERCONTINENTALEXCH    
    461202103 INTUIT COM    
    580135101 MCDONALDS CORP    
    583334107 MEADWESTVACO CORP    
    637071101 NATIONAL OILWELL INC 8,985 6,807
    744573106 PUBLIC SVC ENTERPRIS    
    747525103 QUALCOMM INC    
    78463X863 SPDR DJ WILSHIRE INT 47,443 48,348
    784924425 SSGA EMERGING MARKET    
    87612E106 TARGET CORP 5,486 8,898
    887389104 TIMKEN CO    
    902973304 US BANCORP DEL NEW    
    91324P102 UNITEDHEALTH GROUP I 4,369 12,200
    922908553 VANGUARD REIT VIPER 31,351 44,441
    983134107 WYNN RESORTS LTD    
    G1151C101 ACCENTURE PLC    
    H0023R105 ACE LIMITED    
    H89128104 TYCO INTERNATIONAL L    
    001055102 AFLAC INC    
    008252108 AFFILIATED MANAGERS 4,961 8,744
    037411105 APACHE CORP 6,236 4,322
    084670702 BERKSHIRE HATHAWAY I 8,281 12,930
    088606108 BHP BILLITON LIMITED    
    097023105 BOEING CO 6,780 12,485
    12572Q105 CME GROUP INC 5,625 9,771
    150870103 CELANESE CORP 7,027 10,998
    189754104 COACH INC    
    25243Q205 DIAGEO PLC - ADR 5,826 5,802
    268648102 E M C CORP MASS 5,964 6,729
    38141G104 GOLDMAN SACHS GROUP 5,160 7,308
    38259P508 GOOGLE INC    
    404280406 HSBC - ADR 8,327 7,170
    478366107 JOHNSON CONTROLS INC 5,152 8,172
    611740101 MONSTER BEVERAGE COR    
    641069406 NESTLE S.A. REGISTER 6,198 6,855
    806857108 SCHLUMBERGER LTD 9,951 11,205
    872540109 TJX COMPANIES INC 5,833 8,602
    881624209 TEVA PHARMACEUTICAL    
    883556102 THERMO FISHER SCIENT 3,851 7,137
    89151E109 TOTAL S.A. - ADR 6,124 5,900
    911312106 UNITED PARCEL SERVIC 4,957 6,008
    G29183103 EATON CORP PLC 4,887 6,412
    071813109 BAXTER INTL INC    
    231021106 CUMMINS INC. 10,657 10,495
    38259P706 GOOGLE INC-CL C 9,604 11,972
    64128R608 NEUBERGER BERMAN LON 24,508 24,841
    683974505 OPPENHEIMER DEVELOPI    
    04314H402 ARTISAN INTERNATIONA 49,079 50,602
    04314H600 ARTISAN MID CAP FUND 31,666 32,042
    09247X101 BLACKROCK INC 6,304 6,920
    256206103 DODGE & COX INT'L ST 49,102 50,831
    339128100 JP MORGAN MID CAP VA 30,963 30,837
    483438305 KALMAR GR W/ VAL SM 24,610 25,637
    517834107 LAS VEGAS SANDS CORP 2,890 2,366
    61166W101 MONSANTO CO NEW 4,674 4,264
    63872T885 ASG GLOBAL ALTERNATI 27,743 27,891
    683974604 OPPENHEIMER DEVELOPI 89,401 85,507
    74925K581 BOSTON P LNG/SHRT RE 24,266 24,696
    771195104 ROCHE HOLDINGS LTD - 5,991 6,137
    863137105 STRATTON SM-CAP VALU 24,458 24,748

    TY 2014 OtherDecreasesSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COURT FEE 614 307   307
    ADR FEES 13 13   0


    TY 2014 OtherIncomeSchedule2
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RECOVERY 2,517 0  


    TY 2014 OtherIncreasesSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    WILMA R MCCURDY TUW
    EIN: 56-6169358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 333 333   0
    FEDERAL ESTIMATES - PRINCIPAL 608 0   0
    FOREIGN TAXES ON QUALIFIED FOR 289 289   0
    FOREIGN TAXES ON NONQUALIFIED 82 82   0