TY 2014 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information 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
NEVIASER CHARITABLE FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907

A Employer identification number

20-8774946

B Telephone number (see instructions)

(904) 361-5290

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$21,703,383J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	424,044		424,044
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,362,282
b	Gross sales price for all assets on line 6a 5,178,226
7	Capital gain net income (from Part IV, line 2)...			1,362,282
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........	1,786,326		1,786,326
13	Compensation of officers, directors, trustees, etc.	187,597				187,597
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		1,572	0	0	1,572
b	Accounting fees (attach schedule).......		500	0	0	500
c	Other professional fees (attach schedule)....		180,991	180,991		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		22,729	12,059		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).......		1,311	1,311
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	394,700		194,361	0	189,669
25	Contributions, gifts, grants paid........	865,000				865,000
26	Total expenses and disbursements. Add lines 24 and 25	1,259,700		194,361	0	1,054,669
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	526,626
b	Net investment income (if negative, enter -0-)			1,591,965
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	53,534	8,043	8,043
	2	Savings and temporary cash investments..........	716,881	378,289	378,289
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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)........		11,546,880	13,698,880
	c	Investments—corporate bonds (attach schedule)........		5,852,990	5,805,711
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	18,301,039	1,819,980	1,812,460
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	19,071,454	19,606,182	21,703,383
	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 )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	19,071,454	19,606,182
	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)......	19,071,454	19,606,182
	31	Total liabilities and net assets/fund balances (see instructions)..	19,071,454	19,606,182

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	19,071,454
2	Enter amount from Part I, line 27a.....................	2	526,626
3	Other increases not included in line 2 (itemize)	3	9,615
4	Add lines 1, 2, and 3..........................	4	19,607,695
5	Decreases not included in line 2 (itemize)	5	1,513
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	19,606,182

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. BERKSHIRE HATHAWAY INC CL A		2006-07-13	2014-01-17
b	5076.142 STERLING CAPITAL SECURITIZED OPPORTUNITI		2011-07-05	2014-01-27
c	60000. COSTCO WHOLESALE CORP DTD 12/07/2012 .65			2014-01-28
d	60000. GENERAL ELEC CAP CORP DTD 06/28/2010 3.5			2014-01-28
e	60000. HSBC USA INC DTD 02/13/2012 2.375% 02/13			2014-01-28
	20000. US TREASURY BOND DTD 2/15/2005 4% 02/15/		2013-01-31	2014-01-28
	26000. CONOCOPHILLIPS DTD 02/03/09 4.75% 02/01/		2009-01-30	2014-02-01
	6. AMAZON COM INC COM		2009-07-28	2014-02-20
	10162.602 STERLING CAPITAL SECURITIZED OPPORTUNITI		2011-07-05	2014-02-24
	70000. TOYOTA MOTOR CREDIT CORP DTD 02/17/2012			2014-02-24
	145000. US TREASURY BOND DTD 2/15/2005 4% 02/15/			2014-02-24
	65000. CREDIT SUISSE USA INC DTD 12/15/2004 4.8			2014-03-04
	1068. ARCELORMITTAL			2014-03-21
	4. BERKSHIRE HATHAWAY INC CL A		2006-07-13	2014-03-21
	370. MACERICH COMPANY COMMON		2010-05-10	2014-03-21
	570. POTASH CORP SASKATCHEWAN		2013-03-20	2014-03-21
	320. ROCKWOOD HOLDINGS INC COMMON		2010-02-18	2014-03-21
	36588.75 PIMCO COMMODITY REAL RETURN STRATEGY INS		2013-02-06	2014-03-27
	260. ROCKWOOD HOLDINGS INC COMMON		2010-02-18	2014-03-27
	.91 VERIZON COMMUNICATIONS INC		2014-02-24	2014-03-27
	.909 VODAFONE GROUP PLC -SP ADR		2013-10-02	2014-03-27
	50000. CALIFORNIA ST TAXABLE VAR PURP 3 GO DTD 04/28/09 5.45% 04/01/20		2013-08-26	2014-05-05
	60000. MORGAN STANLEY DTD 10/21/2005 5.375% 10/			2014-05-28
	200000. FED HOME LOAN MORTGAGE CORP DTD 10/21/05			2014-05-30
	25000. FED HOME LOAN MORTGAGE CORP DTD 10/21/05		2013-12-19	2014-05-30
	1700. DANA HOLDINGS CORPORATION COMMON		2011-08-11	2014-06-11
	440. HDFC BANK LTD ADR		2010-01-27	2014-06-11
	6680. KITE REALTY GROUP TRUST COMMON		2010-08-06	2014-06-11
	2400. MONSTER WORLDWIDE INC COMMON		2011-08-11	2014-06-11
	3000. NIDEC CORPORATION		2011-03-03	2014-06-11
	800. NINTENDO LTD		2010-04-13	2014-06-11
	1560. PING AN INSURANCE GROUP COMPANY OF CHINA		2011-04-25	2014-06-11
	1610. SANDVIK AB		2011-08-11	2014-06-11
	7597.889 TCW GROWTH EQUITIES FUND CL I		2012-11-20	2014-06-11
	5010. VESTAS WIND SYSTEMS A/S ADR			2014-06-11
	770. WOODSIDE PETROLEUM LTD SPONSORED ADR		2011-07-07	2014-06-11
	1510. ALCOA INC		2011-01-04	2014-06-19
	3. BERKSHIRE HATHAWAY INC CL A			2014-06-19
	400. MACERICH COMPANY COMMON		2010-05-10	2014-06-19
	150. POTASH CORP SASKATCHEWAN		2013-08-23	2014-06-19
	640. POTASH CORP SASKATCHEWAN			2014-06-19
	2540. ALCOA INC			2014-07-10
	4. BERKSHIRE HATHAWAY INC CL A		2008-01-24	2014-07-10
	30. GOOGLE INC CL A		2011-04-25	2014-07-10
	2728. INTEL CORPORATION			2014-07-10
	26736.925 PIMCO COMMODITY REAL RETURN STRATEGY INS			2014-07-10
	70000. AT&T INC DTD 02/13/2012 .875% 02/13/2015			2014-07-15
	60000. DIRECTV HOLDINGS DTD 06/03/2010 3.55% 03			2014-11-04
	60000. ANHEUSER-BUSCH DTD 02/08/10 4.125% 01/15			2014-11-17
	11523.046 STERLING CAPITAL SECURITIZED OPPORTUNITI		2011-07-05	2014-12-03
	.25 HALYARD HEALTH INC COMMON		2014-07-10	2014-12-12
	60000. PETROBRAS INTL FIN CO DTD 02/06/2012 3.5		2013-05-17	2014-12-16
	10000. PETROBRAS INTL FIN CO DTD 02/06/2012 3.5		2014-09-25	2014-12-16
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	345,184	179,800	165,384
b	49,949	50,761	-812
c	60,172	60,065	107
d	62,466	62,886	-420
e	61,145	61,436	-291
	20,801	21,509	-708
	26,000	26,374	-374
	2,092	521	1,571
	100,000	101,626	-1,626
	70,475	70,541	-66
	150,426	160,893	-10,467
	67,482	68,812	-1,330
	16,741	23,561	-6,820
	751,518	359,600	391,918
	22,502	15,716	6,786
	19,787	22,897	-3,110
	24,675	7,379	17,296
	215,874	249,169	-33,295
	18,975	6,207	12,768
	42	43	-1
	33	59	-26
	52,056	50,000	2,056
	63,757	61,786	1,971
	213,207	225,280	-12,073
	26,651	26,617	34
	39,524	21,543	17,981
	20,579	10,404	10,175
	40,342	28,134	12,208
	15,073	20,276	-5,203
	44,099	34,716	9,383
	11,216	33,649	-22,433
	24,335	35,131	-10,796
	22,073	21,682	391
	93,758	104,471	-10,713
	86,631	50,061	36,570
	30,206	34,132	-3,926
	21,819	24,837	-3,018
	571,178	296,625	274,553
	26,573	16,990	9,583
	5,724	4,499	1,225
	24,422	25,836	-1,414
	40,030	42,140	-2,110
	770,936	467,300	303,636
	17,478	7,889	9,589
	85,330	64,270	21,060
	157,748	178,658	-20,910
	70,286	70,172	114
	60,646	60,871	-225
	60,300	60,719	-419
	115,000	115,230	-230
	10	9	1
	54,530	62,004	-7,474
	9,088	10,201	-1,113
			217,324

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			165,384
b			-812
c			107
d			-420
e			-291
			-708
			-374
			1,571
			-1,626
			-66
			-10,467
			-1,330
			-6,820
			391,918
			6,786
			-3,110
			17,296
			-33,295
			12,768
			-1
			-26
			2,056
			1,971
			-12,073
			34
			17,981
			10,175
			12,208
			-5,203
			9,383
			-22,433
			-10,796
			391
			-10,713
			36,570
			-3,926
			-3,018
			274,553
			9,583
			1,225
			-1,414
			-2,110
			303,636
			9,589
			21,060
			-20,910
			114
			-225
			-419
			-230
			1
			-7,474
			-1,113

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,362,282
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 . . . . . . . . . . . . . . . .		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? Yes No

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	1,217,592	21,199,437	0.057435
2012	1,195,597	20,201,264	0.059184
2011	1,005,993	20,798,262	0.048369
2010	614,118	20,010,656	0.03069
2009	557,393	16,217,803	0.034369

2	Total of line 1, column (d) ......................	2	0.230047
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	0.046009
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	21,709,494
5	Multiply line 4 by line 3.......................	5	998,832
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	15,920
7	Add lines 5 and 6.........................	7	1,014,752
8	Enter qualifying distributions from Part XII, line 4..............	8	1,054,669
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	15,920
	hereand 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	15,920
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	15,920
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	9,076
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	9,076
8	Enter any penalty for underpayment of estimated tax. Check hereif 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.......		9	6,844
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Telephone no. bullet

(904) 361-5290

Located at bullet

200 W FORSYTH STJACKSONSVILLEFL ZIP+4 bullet

322024349

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
NANCY BAKER	TRUSTEE AND BOARD OF DIRECTOR 15	93,798
200 W FORSYTH ST JACKSONVILLE,FL322024349	TRUSTEE AND BOARD OF DIRECTOR 15	93,798
MICHAEL NEVIASER	TRUSTEE AND BOARD OF DIRECTOR 15	93,799
200 W FORSYTH ST JACKSONVILLE,FL322024349	TRUSTEE AND BOARD OF DIRECTOR 15	93,799
TIFFANY HOLBROOK	BOARD OF DIRECTOR 15	0
200 W FORSYTH ST JACKSONVILLE,FL322024349	BOARD OF DIRECTOR 15	0

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...................				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............. bullet

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)

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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

21,623,384

Average of monthly cash balances.......................

416,711

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

22,040,095

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

22,040,095

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

330,601

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

21,709,494

Minimum investment return. Enter 5% of line 5..................

1,085,475

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

1,085,475

Tax on investment income for 2014 from Part VI, line 5......

15,920

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

15,920

Distributable amount before adjustments. Subtract line 2c from line 1............

1,069,555

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,069,555

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

1,069,555

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,054,669

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,054,669

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).................

15,920

Adjusted qualifying distributions. Subtract line 5 from line 4..............

1,038,749

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)

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					1,069,555
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......				635,131
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: $ 1,054,669
a Applied to 2013, but not more than line 2a					635,131
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.....					419,538
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 ..........					650,017
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BRIGHT HOLIDAYS INC 240 PONTE VEDRA PARK DR STE 150 PONTE VEDRA BEACH,FL32082	NONE	EXEMPT	CHARITABLE	20,000
JACKSONVILLE ZOOLOGICAL SOCIETY 8605 ZOO PARKWAY ROAD JACKSONVILLE,FL32218	NONE	EXEMPT	CHARITABLE	100,000
HANDS ON JACKSONVILLE INC 6817 SOUTHPOINT PKWY JACKSONVILLE,FL32216	NONE	EXEMPT	CHARITABLE	20,000
BROOKS HEALTH FOUNDATION AKA THE GENESIS HEALTH FDN INC 3599 UNIVERSITY BLVD SOUTH JACKSONVILLE,FL32216	NONE	EXEMPT	CHARITABLE	20,000
ST GERARD CAMPUS 1406 US HWY 1 ST AUGUSTINE,FL32085	NONE	EXEMPT	CHARITABLE	35,000
MALIVAI WASHINGTON KIDS FOUNDATION 1096 WEST 6TH STREET JACKSONVILLE,FL32209	NONE	EXEMPT	CHARITABLE	50,000
THE HOSPICE FOUNDATION FOR CARING 4266 SUNBEAM ROAD JACKSONVILLE,FL32257	NONE	EXEMPT	CHARITABLE	300,000
OPERATION NEW HOPE 1321 N MAIN STREET JACKSONVILLE,FL32206	NONE	EXEMPT	CHARITABLE	300,000
CLARA WHITE MISSION 613 W ASHLEY STREET JACKSONVILLE,FL32202	NONE	EXEMPT	CHARITABLE	20,000
Total ................................. 3a				865,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	424,044
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	1,362,282
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)..				1,786,326

13Total. Add line 12, columns (b), (d), and (e)..................

131,786,326

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2014 AccountingFeesSchedule

Name: