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
CHRESTON K BRIGGS TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)1100 WEHRLE DRIVE 2ND FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14221
A Employer identification number

23-2648418
B Telephone number (see instructions)

(716) 842-5506
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$1,537,165J 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...... 22,215 22,393  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,998
b Gross sales price for all assets on line 6a 808,608
7 Capital gain net income (from Part IV, line 2)... 131,998
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).......      
12 Total. Add lines 1 through 11........ 154,213 154,391  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,223 4,223    
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,284 463   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 156 156    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,663 4,842 0 0
25 Contributions, gifts, grants paid........ 80,264 80,264
26 Total expenses and disbursements. Add lines 24 and 25 89,927 4,842 0 80,264
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 64,286
b Net investment income (if negative, enter -0-) 149,549
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...............      
2 Savings and temporary cash investments.......... 19,865 32,252 32,252
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)........      
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)........... 1,319,930 Click to see attachment1,371,835 1,504,913
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) 1,339,795 1,404,087 1,537,165
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......... 1,339,795 1,404,087
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)...... 1,339,795 1,404,087
31 Total liabilities and net assets/fund balances (see instructions).. 1,339,795 1,404,087
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 1,339,795
2 Enter amount from Part I, line 27a..................... 2 64,286
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 6
4 Add lines 1, 2, and 3.......................... 4 1,404,087
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 1,404,087
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 2. APPLE COMPUTER INC COMMON   2009-04-23 2014-01-22
b 10. LINKEDIN CORP A   2012-11-05 2014-01-22
c 4. QUALCOMM INCORPORATED   2013-11-06 2014-01-22
d 36. QUALCOMM INCORPORATED   2010-01-29 2014-01-22
e 2. MICHAEL KORS HOLDINGS LTD   2013-10-17 2014-01-22
8. MONSANTO COMPANY NEW   2013-11-06 2014-01-24
34. CITRIX SYSTEMS INCORPORATED   2010-07-29 2014-01-31
2. CITRIX SYSTEMS INCORPORATED   2013-11-06 2014-01-31
2. PRICELINE.COM INCORPORATED   2010-08-02 2014-02-04
4. ADOBE SYSTEMS INCORPORATED   2014-01-22 2014-02-26
2. AFFILIATED MANAGERS GROUP   2013-11-06 2014-02-26
4. ALEXION PHARMACEUTICALS INC   2010-12-20 2014-02-26
2. AMAZON.COM INCORPORATED   2009-05-27 2014-02-26
2. BIOGEN, INC   2013-08-05 2014-02-26
2. CME GROUP INC   2013-06-24 2014-02-26
2. CANADIAN PACIFIC RAILWAY LTD   2013-11-06 2014-02-26
2. CATAMARAN CORPORATION   2013-09-09 2014-02-26
2. CELGENE CORPORATION   2013-04-17 2014-02-26
4. CERNER CORPORATION   2012-09-04 2014-02-26
2. CUMMINS ENGINE INC COMMON   2013-11-06 2014-02-26
4. ECOLAB INCORPORATED   2013-07-24 2014-02-26
4. FMC TECHNOLOGIES INCORPORATED   2013-11-04 2014-02-26
6. FACEBOOK INC-A   2013-11-06 2014-02-26
4. GILEAD SCIENCES INCORPORATED   2014-01-24 2014-02-26
2. J B HUNT TRANSPORT SERVICES INC   2013-04-17 2014-02-26
78.929 T ROWE PRICE LRG CAP GROWTH FD INST   2012-03-16 2014-02-26
10. ISHARES RUSSELL 2000 VALUE ETF   2013-11-06 2014-02-26
403.613 LITMAN GREGORY MSTRS INTL FD CL-INST   2009-04-23 2014-02-26
1446.021 LITMAN GREGORY MSTRS INTL FD CL-INST   2013-06-03 2014-02-26
160.364 MFS EMERGING MARKETS DEBT FUND - I   2013-12-10 2014-02-26
4554.605 MFS EMERGING MARKETS DEBT FUND - I   2012-09-06 2014-02-26
683.366 MFS EMERGING MARKETS DEBT FUND - I   2013-08-05 2014-02-26
9.438 MFS INTL NEW DISCOVERY CL I   2013-09-09 2014-02-26
2. MOHAWK INDUSTRIES INC COMMON   2014-01-22 2014-02-26
2. MONSANTO COMPANY NEW   2011-01-26 2014-02-26
19.929 MORGAN STANLEY FOCUS GROWTH FD CL-I   2013-08-05 2014-02-26
56.042 MORGAN STANLEY FOCUS GROWTH FD CL-I   2013-12-13 2014-02-26
128.596 MSIF SMALL CO GR PORT CL I   2013-11-06 2014-02-26
8. SCHWAB CHARLES CORPORATION   2013-08-02 2014-02-26
4. SPLUNK INC   2014-01-22 2014-02-26
4. STARBUCKS CORPORATION   2014-02-04 2014-02-26
4. TRACTOR SUPPLY COMPANY COMMON   2014-01-31 2014-02-26
4. TWENTY-FIRST CENTURY FOX INC   2013-10-25 2014-02-26
2. VISA INC   2011-12-14 2014-02-26
2. VMWARE INC   2014-01-22 2014-02-26
39.353 WILMINGTON MULTI-MNGR ALT FD CLASS I   2013-11-06 2014-02-26
27.391 WILMINGTON MID CAP GROWTH FUND -I   2013-04-05 2014-02-26
13.186 WILMINGTON MID CAP GROWTH FUND -I   2013-12-04 2014-02-26
493.223 WILMINGTON MULTI-MGR INTERNATIONAL-I   2013-01-24 2014-02-26
4. MICHAEL KORS HOLDINGS LTD   2013-10-17 2014-02-26
4. ALEXION PHARMACEUTICALS INC   2010-12-20 2014-03-06
4. J B HUNT TRANSPORT SERVICES INC   2013-04-17 2014-03-26
32. J B HUNT TRANSPORT SERVICES INC   2012-11-28 2014-03-26
6. TRACTOR SUPPLY COMPANY COMMON   2014-01-31 2014-03-28
4. TRACTOR SUPPLY COMPANY COMMON   2012-04-10 2014-03-28
26. CME GROUP INC   2013-08-30 2014-04-03
8. CME GROUP INC   2014-02-04 2014-04-03
16. CATAMARAN CORPORATION   2013-01-09 2014-04-09
8. GILEAD SCIENCES INCORPORATED   2013-11-06 2014-04-09
2. APPLE COMPUTER INC COMMON   2009-04-13 2014-04-15
2. MICHAEL KORS HOLDINGS LTD   2013-10-17 2014-04-15
4. MICHAEL KORS HOLDINGS LTD   2013-05-14 2014-04-15
2. CHIPOTLE MEXICAN GRILL-CL A   2011-02-08 2014-04-22
2. CHIPOTLE MEXICAN GRILL-CL A   2014-02-26 2014-04-22
23.657 LSV VALUE EQUITY FUND STRATEGY   2014-02-26 2014-05-01
2527.606 LSV VALUE EQUITY FUND STRATEGY   2012-07-26 2014-05-01
20.534 DWS FLOATING RATE CL I   2013-08-05 2014-05-01
1368.171 DIAMOND HILL LARGE-CAP CL I   2013-11-06 2014-05-01
14.228 FPA NEW INCOME FUND   2013-11-06 2014-05-01
2. ISHARES RUSSELL 2000 VALUE ETF   2013-11-06 2014-05-01
2031.656 LITMAN GREGORY MSTRS INTL FD CL-INST   2009-04-13 2014-05-01
49.199 MFS INTL NEW DISCOVERY CL I   2013-09-09 2014-05-01
25.494 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2014-02-26 2014-05-01
28.671 SCOUT UNCONSTRAINED BOND CL I   2013-11-06 2014-05-01
308.167 STERLING CAPITAL MID-CAP VALUE CL-I   2014-02-26 2014-05-01
2030.023 STERLING CAPITAL MID-CAP VALUE CL-I   2013-09-09 2014-05-01
133.63 WILMINGTON MULTI-MGR REAL ASSET - I   2013-06-03 2014-05-01
41.448 WILMINGTON MULTI-MGR REAL ASSET - I   2012-09-06 2014-05-01
43.882 WILMINGTON SHORT TERM BOND FUND-I   2014-02-26 2014-05-01
232.915 WILMINGTON BROAD MARKET BOND FUND -I   2014-02-26 2014-05-01
62. ADOBE SYSTEMS INCORPORATED   2014-05-01 2014-06-02
28.996 LSV VALUE EQUITY FUND STRATEGY   2009-07-07 2014-06-02
16. AFFILIATED MANAGERS GROUP   2012-07-26 2014-06-02
2. AFFILIATED MANAGERS GROUP   2014-05-01 2014-06-02
4. ALEXION PHARMACEUTICALS INC   2014-05-01 2014-06-02
14. ALEXION PHARMACEUTICALS INC   2010-12-20 2014-06-02
2. ALLIANCE DATA SYSTEMS CORP   2014-05-01 2014-06-02
10. ALLIANCE DATA SYSTEMS CORP   2013-05-28 2014-06-02
2. ALLIANCE DATA SYSTEMS CORP   2013-08-07 2014-06-02
4. AMAZON.COM INCORPORATED   2014-05-01 2014-06-02
11. AMAZON.COM INCORPORATED   2009-05-27 2014-06-02
2. APPLE COMPUTER INC COMMON   2014-05-01 2014-06-02
4. APPLE COMPUTER INC COMMON   2009-04-13 2014-06-02
12. BIOGEN, INC   2011-08-30 2014-06-02
2. BIOGEN, INC   2014-05-01 2014-06-02
20. CANADIAN PACIFIC RAILWAY LTD   2013-04-30 2014-06-02
8. CANADIAN PACIFIC RAILWAY LTD   2014-05-01 2014-06-02
14. CATAMARAN CORPORATION   2013-01-09 2014-06-02
14. CATAMARAN CORPORATION   2014-05-01 2014-06-02
32. CATAMARAN CORPORATION   2013-10-11 2014-06-02
10. CELGENE CORPORATION   2014-05-01 2014-06-02
20. CELGENE CORPORATION   2013-04-17 2014-06-02
10. CERNER CORPORATION   2014-05-01 2014-06-02
48. CERNER CORPORATION   2012-09-04 2014-06-02
20. CUMMINS ENGINE INC COMMON   2013-04-04 2014-06-02
6. CUMMINS ENGINE INC COMMON   2014-05-09 2014-06-02
54.727 DWS FLOATING RATE CL I   2013-08-05 2014-06-02
68.493 DIAMOND HILL LARGE-CAP CL I   2013-11-06 2014-06-02
18. ECOLAB INCORPORATED   2013-08-30 2014-06-02
16. ECOLAB INCORPORATED   2014-05-01 2014-06-02
48. FMC TECHNOLOGIES INCORPORATED   2013-11-06 2014-06-02
12. FMC TECHNOLOGIES INCORPORATED   2014-05-01 2014-06-02
54.08 FPA NEW INCOME FUND   2013-11-06 2014-06-02
22. FACEBOOK INC-A   2014-05-01 2014-06-02
56. FACEBOOK INC-A   2013-10-10 2014-06-02
14. GILEAD SCIENCES INCORPORATED   2013-10-11 2014-06-02
12. GILEAD SCIENCES INCORPORATED   2014-05-01 2014-06-02
40. GILEAD SCIENCES INCORPORATED   2013-05-16 2014-06-02
4. GOOGLE INC CL A   2013-04-30 2014-06-02
4. GOOGLE INC CLASS C   2013-04-30 2014-06-02
4. GOOGLE INC CLASS C   2014-05-01 2014-06-02
54. HALLIBURTON CO COMMON ~   2014-05-01 2014-06-02
45.263 HARBOR INTERNATIONAL FUND #11   2014-05-01 2014-06-02
8. ISHARES RUSSELL 2000 VALUE ETF   2013-11-06 2014-06-02
69.695 MFS INTL NEW DISCOVERY CL I   2013-09-09 2014-06-02
6. MOHAWK INDUSTRIES INC COMMON   2014-05-01 2014-06-02
18. MOHAWK INDUSTRIES INC COMMON   2013-11-06 2014-06-02
36. MONSANTO COMPANY NEW   2011-10-20 2014-06-02
6. MONSANTO COMPANY NEW   2014-05-01 2014-06-02
46. MONSTER BEVERAGE CORP   2014-05-01 2014-06-02
44.286 MSIF SMALL CO GR PORT CL IS   2013-11-06 2014-06-02
10. PRECISION CASTPARTS CORPORATION   2014-05-01 2014-06-02
2. PRICELINE.COM INCORPORATED   2010-08-02 2014-06-02
2. PRICELINE.COM INCORPORATED   2014-04-15 2014-06-02
20.54 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2014-02-26 2014-06-02
41.414 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2012-03-16 2014-06-02
32. SCHWAB CHARLES CORPORATION   2014-05-01 2014-06-02
102. SCHWAB CHARLES CORPORATION   2013-05-17 2014-06-02
16. SCHWAB CHARLES CORPORATION   2013-06-24 2014-06-02
32.141 SCOUT UNCONSTRAINED BOND CL I   2013-11-06 2014-06-02
34. SPLUNK INC   2014-05-01 2014-06-02
16. STARBUCKS CORPORATION   2014-05-01 2014-06-02
46. STARBUCKS CORPORATION   2012-12-24 2014-06-02
79.49 STERLING CAPITAL MID-CAP VALUE CL-I   2013-09-09 2014-06-02
10. TRACTOR SUPPLY COMPANY COMMON   2014-05-01 2014-06-02
38. TRACTOR SUPPLY COMPANY COMMON   2012-06-28 2014-06-02
46. TWENTY-FIRST CENTURY FOX INC   2014-05-01 2014-06-02
56. TWENTY-FIRST CENTURY FOX INC   2013-10-25 2014-06-02
4. VISA INC   2014-05-01 2014-06-02
18. VISA INC   2011-12-14 2014-06-02
32. VMWARE INC   2014-05-01 2014-06-02
116.446 WILMINGTON MULTI-MNGR ALT FD CLASS I   2013-11-06 2014-06-02
1.718 WILMINGTON MULTI-MGR REAL ASSET - I   2014-02-26 2014-06-02
168.79 WILMINGTON MULTI-MGR REAL ASSET - I   2012-11-05 2014-06-02
49.888 WILMINGTON SHORT TERM BOND FUND-I   2014-02-26 2014-06-02
17.387 WILMINGTON SHORT TERM BOND FUND-I   1999-10-12 2014-06-02
178.696 WILMINGTON MID CAP GROWTH FUND -I   2014-05-01 2014-06-02
608.844 WILMINGTON MULTI-MGR INTERNATIONAL-I   2014-05-01 2014-06-02
404.118 WILMINGTON BROAD MARKET BOND FUND -I   2014-02-26 2014-06-02
34. MICHAEL KORS HOLDINGS LTD   2013-05-14 2014-06-02
6. MICHAEL KORS HOLDINGS LTD   2014-05-01 2014-06-02
1174.756 LSV VALUE EQUITY FUND STRATEGY   2009-07-07 2014-10-14
53.352 DEUTSCHE FLOATING RATE FUND CL I   2014-02-26 2014-10-14
4116.126 DEUTSCHE FLOATING RATE FUND CL I   2013-09-09 2014-10-14
107.941 FPA NEW INCOME FUND   2013-11-06 2014-10-14
1130.819 T ROWE PRICE LRG CAP GROWTH FD INST   2014-06-02 2014-10-14
871.722 MFS INTL NEW DISCOVERY CL I   2013-09-09 2014-10-14
17.37 MSIF GROWTH PORTFOLIO CL IS   2014-04-02 2014-10-14
197.711 MSIF GROWTH PORTFOLIO CL IS   2014-07-02 2014-10-14
959.234 RIDGEWORTH SEIX FLTNG RT HI INC FD I   2012-03-16 2014-10-14
7161.025 SCOUT UNCONSTRAINED BOND CL I   2014-02-26 2014-10-14
183.804 WILMINGTON MULTI-MNGR ALT FD CLASS I   2013-11-06 2014-10-14
50.306 WILMINGTON MULTI-MGR REAL ASSET - I   2012-07-26 2014-10-14
197.463 WILMINGTON SHORT TERM BOND FUND-I   1999-10-12 2014-10-14
107.554 MSIF SMALL CO GR PORT CL IS   2014-10-14 2014-12-02
2757.443 MSIF SMALL CO GR PORT CL IS   2013-11-06 2014-12-02
910.39 MSIF SMALL CO GR PORT CL IS   2014-05-01 2014-12-02
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 1,109   250 859
b 2,218   1,109 1,109
c 302   278 24
d 2,721   1,447 1,274
e 159   148 11
865   836 29
1,857   1,849 8
109   116 -7
2,244   460 1,784
275   246 29
377   390 -13
739   163 576
727   158 569
702   457 245
145   153 -8
312   293 19
106   110 -4
328   241 87
249   145 104
294   264 30
423   376 47
201   203 -2
427   298 129
337   321 16
144   139 5
2,250   1,496 754
994   954 40
7,285   3,828 3,457
26,101   23,279 2,822
2,341   2,301 40
66,497   65,266 1,231
9,977   10,466 -489
273   258 15
288   295 -7
216   146 70
1,145   976 169
3,220   2,897 323
2,680   2,699 -19
211   181 30
381   328 53
285   284 1
280   267 13
133   140 -7
455   192 263
197   198 -1
431   427 4
525   436 89
253   241 12
3,857   3,527 330
399   297 102
686   163 523
281   278 3
2,249   1,881 368
425   401 24
284   182 102
1,891   1,950 -59
582   584 -2
667   843 -176
563   517 46
1,031   240 791
176   148 28
352   246 106
1,014   493 521
1,014   1,115 -101
531   507 24
56,719   25,392 31,327
194   194  
30,031   29,895 136
146   148 -2
196   191 5
37,037   19,098 17,939
1,458   1,346 112
230   231 -1
336   341 -5
5,926   5,764 162
39,037   37,779 1,258
1,991   1,983 8
618   608 10
449   449  
2,248   2,236 12
3,980   3,618 362
661   279 382
3,013   1,707 1,306
377   398 -21
662   630 32
2,317   571 1,746
515   485 30
2,576   1,824 752
515   408 107
1,241   1,217 24
3,413   869 2,544
1,257   1,184 73
2,514   479 2,035
3,810   1,117 2,693
635   574 61
3,379   2,337 1,042
1,352   1,248 104
609   737 -128
609   584 25
1,393   1,567 -174
1,536   1,536  
3,072   2,283 789
541   511 30
2,597   1,739 858
3,061   2,343 718
918   901 17
517   518 -1
1,535   1,497 38
1,956   1,679 277
1,739   1,696 43
2,770   2,441 329
693   680 13
557   561 -4
1,385   1,307 78
3,526   2,236 1,290
1,139   751 388
976   944 32
3,253   2,211 1,042
2,258   1,519 739
2,218   1,523 695
2,218   2,110 108
3,508   3,303 205
3,349   3,325 24
789   763 26
2,108   1,906 202
816   825 -9
2,447   2,424 23
4,393   2,608 1,785
732   663 69
3,198   3,095 103
755   930 -175
2,534   2,499 35
2,543   460 2,083
2,543   2,320 223
186   186  
375   365 10
808   850 -42
2,576   1,959 617
404   333 71
375   382 -7
1,436   2,570 -1,134
1,177   1,133 44
3,383   2,354 1,029
1,556   1,479 77
646   674 -28
2,457   1,646 811
1,633   1,497 136
1,988   1,962 26
860   817 43
3,870   1,728 2,142
3,083   3,161 -78
1,255   1,262 -7
26   25 1
2,561   2,459 102
511   509 2
178   171 7
3,284   3,243 41
4,932   4,846 86
3,916   3,880 36
3,170   1,970 1,200
559   546 13
25,845   11,313 14,532
494   505 -11
38,115   38,933 -818
1,101   1,119 -18
30,125   31,278 -1,153
23,737   23,842 -105
662   679 -17
7,539   7,471 68
8,518   8,452 66
81,707   85,057 -3,350
1,952   1,992 -40
739   728 11
2,024   1,939 85
1,876   1,911 -35
48,090   57,912 -9,822
15,877   16,500 -623
      33,588
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       859
b       1,109
c       24
d       1,274
e       11
      29
      8
      -7
      1,784
      29
      -13
      576
      569
      245
      -8
      19
      -4
      87
      104
      30
      47
      -2
      129
      16
      5
      754
      40
      3,457
      2,822
      40
      1,231
      -489
      15
      -7
      70
      169
      323
      -19
      30
      53
      1
      13
      -7
      263
      -1
      4
      89
      12
      330
      102
      523
      3
      368
      24
      102
      -59
      -2
      -176
      46
      791
      28
      106
      521
      -101
      24
      31,327
       
      136
      -2
      5
      17,939
      112
      -1
      -5
      162
      1,258
      8
      10
       
      12
      362
      382
      1,306
      -21
      32
      1,746
      30
      752
      107
      24
      2,544
      73
      2,035
      2,693
      61
      1,042
      104
      -128
      25
      -174
       
      789
      30
      858
      718
      17
      -1
      38
      277
      43
      329
      13
      -4
      78
      1,290
      388
      32
      1,042
      739
      695
      108
      205
      24
      26
      202
      -9
      23
      1,785
      69
      103
      -175
      35
      2,083
      223
       
      10
      -42
      617
      71
      -7
      -1,134
      44
      1,029
      77
      -28
      811
      136
      26
      43
      2,142
      -78
      -7
      1
      102
      2
      7
      41
      86
      36
      1,200
      13
      14,532
      -11
      -818
      -18
      -1,153
      -105
      -17
      68
      66
      -3,350
      -40
      11
      85
      -35
      -9,822
      -623
       
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 2 131,998
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 78,816 1,518,494 0.051904
2012 72,776 1,437,926 0.050612
2011 74,680 1,478,472 0.050512
2010 71,912 1,398,832 0.051409
2009 66,742 1,223,851 0.054534
2 Total of line 1, column (d) ...................... 2 0.258971
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 0.051794
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,561,856
5 Multiply line 4 by line 3....................... 5 80,895
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,495
7 Add lines 5 and 6......................... 7 82,390
8 Enter qualifying distributions from Part XII, line 4.............. 8 80,264
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 2,991
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 2,991
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 2,991
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,152
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 3,152
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 161
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet161 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)
    bulletPA
    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 ofbulletMANUFACTURERS AND TRADERS TRUST Telephone no.bullet (716) 842-5506
    Located atbullet1100 WEHRLE DRIVE 2ND FLOORBUFFALONY ZIP+4bullet14221
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    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
     
     
    .........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
    M AND T BANK CORP TTEE
    1     		4,223    
    1100 WEHRLE DRIVE 2ND FLOOR
    BUFFALO,NY14221
    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
    1,546,013
    b
    Average of monthly cash balances.......................
    1b
    39,628
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,585,641
    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
    1,585,641
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,785
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,561,856
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    78,093
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    78,093
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,991
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,991
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    75,102
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    75,102
    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
    75,102
    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
    80,264
    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
    80,264
    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
    80,264
    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 75,102
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 15,882
    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$ 80,264
    a Applied to 2013, but not more than line 2a 15,882
    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..... 64,382
    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 ..........     		10,720
    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 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
    MEMORIAL HOSPITAL
    C/O SALLY DIXON
    325 S BELMONT ST
    YORK,PA17403     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    VNA HOME HEALTH SERVICES
    3350 WHITEFORD ROAD
    YORK,PA17402     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    YOUNG MENS CHRISTIAN ASSN
    90 NORTH NEWBERRY STREET
    YORK,PA174011008     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    YORK COLLEGE OF PENNA
    441 COUNTRY CLUB RD
    YORK,PA174033651     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    YOUNG WOMEN'S CHRISTIAN
    ASSN
    320 E MARKET ST
    YORK,PA17403     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    FOURTH UNITED METHODIST CHURCH
    ATTN MITCHELL GALLOWAY
    20 N LEHMAN ST
    YORK,PA17403     		NONE PC GENERAL OPERATING 10,033
    FIRST BAPTIST CHURCH
    3375 DRUCK VALLEY RD
    YORK,PA174028959     		NONE PC ADDL INCOME FOR EXEMPT 10,033
    YORK HEALTH FOUNDATION
    C/O THERESA LAW
    912 S GEORGE ST
    YORK,PA17403     		NONE SO II GENERAL OPERATING 10,033
    Total .................................bullet 3a 80,264
    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 22,215  
    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 .............     		    18 131,998  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   154,213  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13154,213
    (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 InvestmentsOtherSchedule2
    Name:
    CHRESTON K BRIGGS TRUST
    EIN: 23-2648418
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MICHAEL KORS HOLDINGS      
    MOHAWK INDUSTRIES INC      
    HARBOR INTERNATIONAL #11 AT COST 125,369 151,381
    RIDGEWORTH SEIX AT COST 27,686 29,621
    AFFILIATED MANAGERS      
    MFS EMERGING MKTS DEBT FD CL I      
    MONSANTO COMPANY      
    J B HUNT TRANSPORT      
    ECOLAB INC      
    AMAZON.COM INC      
    WILMINGTON SHORT-TERM AT COST 45,361 46,547
    WILMINGTON BROAD MARKET AT COST 237,857 245,176
    T ROWE PRICE LARGE CAP AT COST 26,568 33,896
    APPLE INC      
    CERNER      
    GOOGLE INC      
    WILMINGTON MID CAP GROWTH AT COST 107,969 141,280
    TRACTOR SUPPLY      
    LSV VALUE EQUITY FUND      
    CANADIAN PACIFIC RAILWAY      
    QUALCOMM INC      
    CUMMINS INC      
    STARBUCKS      
    PRICELINE.COM INC      
    ALEXION PHARMACEUTICALS INC      
    CITRIX SYSTEMS INC      
    ADOBE SYSTEMS      
    BIOGEN IDEC INC      
    CHIPOTLE MEXICAN GRILL      
    LITMAN GREGORY MSTER SELCT      
    VISA INC      
    DWS FLOATING RATE PLUS      
    LINKEDIN      
    WILMINGTON MULTI-MGR REAL AT COST 72,732 76,093
    WILMINGTON MULTI-MGR INTL AT COST 127,452 157,351
    FPA NEW INCOME FUND AT COST 33,713 32,903
    SCOUT UNCONSTRAINED BOND      
    ALLIANCE DATA SYSTEMS CORP      
    TWENTY FIRST CENTURY      
    FMC TECHNOLOGIES      
    CME GROUP INC      
    SCHWAB CHARLES CORP      
    CATAMARAN CORPORATION      
    CELGENE CORP      
    GILEAD SCIENCES      
    FACEBOOK INC      
    DIAMOND HILL LARGE CAP AT COST 52,533 55,004
    MORGAN STANLEY FOCUS GRWTH      
    MORGAN STANLEY SMALL      
    STERLING CAPITAL MID-CAP VAL AT COST 44,909 46,372
    WILMINGTON MULTI-MGR ALT AT COST 78,353 77,441
    MFS INTERNATIONAL NEW DIS AT COST 27,357 27,966
    ISHARES RUSSELL 2000 VALUE ETF AT COST 34,857 37,215
    MORGAN STANLEY INSTL FD INC GR AT COST 165,890 178,304
    WILMINGTON LG-CAP STRATEGY FD AT COST 87,760 91,229
    ISHARES GLOBAL ENERGY ETF AT COST 11,278 10,785
    ISHARES RUSSELL 2000 GROWTH AT COST 64,191 66,349

    TY 2014 OtherExpensesSchedule
    Name:
    CHRESTON K BRIGGS TRUST
    EIN: 23-2648418
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSES - 2% 156 156   0


    TY 2014 OtherIncreasesSchedule
    Name:
    CHRESTON K BRIGGS TRUST
    EIN: 23-2648418
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    CHRESTON K BRIGGS TRUST
    EIN: 23-2648418
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3 3   0
    FEDERAL TAXES PRIOR YEAR BALAN 1,669 0   0
    FEDERAL ESTIMATED TAX DEPOSITS 3,152 0   0
    FOREIGN TAXES ON QUALIFIED FOR 274 274   0
    FOREIGN TAXES ON NONQUALIFIED 186 186   0