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
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

84-6191934
B Telephone number (see instructions)

(503) 464-3580
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$3,873,697J 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...... 98,347 98,347  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 391,392
b Gross sales price for all assets on line 6a 2,652,466
7 Capital gain net income (from Part IV, line 2)... 391,392
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........ 489,739 489,739  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,437 52,593   5,844
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,952 3,877   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 648 293   355
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,537 56,763 0 7,699
25 Contributions, gifts, grants paid........ 177,000 177,000
26 Total expenses and disbursements. Add lines 24 and 25 254,537 56,763 0 184,699
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 235,202
b Net investment income (if negative, enter -0-) 432,976
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............... 993 259 259
2 Savings and temporary cash investments.......... 158,120 268,310 268,310
3 Accounts receivable bullet5,161
Less: allowance for doubtful accounts bullet   1,898 5,161 5,161
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)........ 2,915,554 Click to see attachment3,241,722 3,372,489
c Investments—corporate bonds (attach schedule)........ 433,785 Click to see attachment230,227 227,478
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,510,350 3,745,679 3,873,697
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......... 3,510,350 3,745,679
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)...... 3,510,350 3,745,679
31 Total liabilities and net assets/fund balances (see instructions).. 3,510,350 3,745,679
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 3,510,350
2 Enter amount from Part I, line 27a..................... 2 235,202
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 127
4 Add lines 1, 2, and 3.......................... 4 3,745,679
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 3,745,679
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 .5 GORMAN RUPP CO   2013-03-01 2014-01-02
b 2287.122 ABERDEEN FDS EMRGN   2012-08-28 2014-05-13
c 1477.457 FORWARD INTERNATIONAL REAL ESTATE   2012-08-28 2014-05-13
d 1230.029 T ROWE PRICE INTL GR&INC FD   2005-11-01 2014-05-13
e 125. ACE LTD   2006-03-24 2014-05-13
130. WEATHERFORD INTERNATIONAL LTD   2008-08-22 2014-05-13
685. AIA GROUP LTD A D R   2013-03-01 2014-05-14
6685.68 ABERDEEN FDS EMRGN   2013-03-06 2014-05-14
460. AIR LIQUIDE S A A D R   2010-10-26 2014-05-14
30. ALLIANCE DATA SYSTEMS CORP   2013-10-29 2014-05-14
1141. ALLIANZ SE A D R   2010-10-26 2014-05-14
172. AMERICAN EXPRESS CO   2010-10-26 2014-05-14
30. APPLE COMPUTER INC   2010-10-26 2014-05-14
130. APTAR GROUP INC   2010-10-26 2014-05-14
291. ARM HLDGS PLC A D R   2010-10-26 2014-05-14
345. ATLAS COPCO AB SPONS A D R   2013-03-01 2014-05-14
365. B G GROUP P L C A D R   2013-03-01 2014-05-14
130. B G GROUP P L C A D R   2013-10-29 2014-05-14
85. BAIDU COM INC A D R   2013-06-25 2014-05-14
631. BANCO BILBAO VIZCAYA ARGEN A D R   2013-05-10 2014-05-14
7. BANCO BILBAO VIZCAYA ARGEN A D R   2013-10-29 2014-05-14
1475. IPATH DOW JONES UBS COMMODITY   2013-10-29 2014-05-14
95. BAXTER INTL INC   2013-10-29 2014-05-14
165. BAYERISCHE MOTOREN WERKE UNSPN A D R   2013-10-29 2014-05-14
195. BAYERISCHE MOTOREN WERKE UNSPN A D R   2013-03-01 2014-05-14
150. BED BATH & BEYOND INC   2013-06-25 2014-05-14
135. BUCKLE INC   2013-03-01 2014-05-14
320. CSL LIMITED A D R   2013-03-01 2014-05-14
190. CANADIAN NATL RY CO COM   2013-03-01 2014-05-14
50. CAPITAL ONE FINANCIAL CORP   2010-10-26 2014-05-14
95. CARTERS INC   2013-10-29 2014-05-14
113. CHEVRONTEXACO CORP   2010-10-26 2014-05-14
100. CHURCH AND DWIGHT CO INC   2013-03-01 2014-05-14
140. CINTAS CORP   2013-03-01 2014-05-14
45. CITIGROUP INC   2012-08-03 2014-05-14
115. COACH INC   2012-08-03 2014-05-14
34. COGNIZANT TECH SOLUTIONS CL A   2012-08-03 2014-05-14
175. COGNIZANT TECH SOLUTIONS CL A   2013-06-25 2014-05-14
145. CUMMINS INC   2012-08-03 2014-05-14
197. DASSAULT SYSTEMES SA A D R   2010-10-26 2014-05-14
170. DONALDSON CO INC   2013-06-25 2014-05-14
275. E M C CORP MASS   2010-10-26 2014-05-14
85. EAGLE MATERIALS INC   2013-10-29 2014-05-14
135. EMERSON ELEC CO   2013-03-01 2014-05-14
105. EQUIFAX INC   2013-06-25 2014-05-14
90. EXPRESS SCRIPTS HLDGS C   2010-10-26 2014-05-14
95. F E I CO   2013-03-01 2014-05-14
95. F M C CORPORATION   2013-06-25 2014-05-14
105. FAMILY DOLLAR STORES   2013-03-01 2014-05-14
570. FANUC CORPORATION A D R   2012-08-03 2014-05-14
140. FOSTER L B CO CL A   2013-03-01 2014-05-14
340. FRESENIUS MED AKTIENGESELLSCHAFT ADR   2013-03-01 2014-05-14
170. FRESENIUS MED AKTIENGESELLSCHAFT ADR   2013-06-25 2014-05-14
670. OAO GAZPROM SPON A D R   2013-03-01 2014-05-14
73. GENERAL DYNAMICS CORP   2010-10-26 2014-05-14
134. GILEAD SCIENCES INC   2010-10-26 2014-05-14
20. GOOGLE INC CL A   2012-08-03 2014-05-14
15. GOOGLE INC CL C   2012-08-03 2014-05-14
262. GORMAN RUPP CO   2013-03-01 2014-05-14
195. GRANITE CONSTRUCTION INC   2013-03-01 2014-05-14
280. GULF IS FABRICATION INC   2013-06-25 2014-05-14
270. HASBRO INC   2013-03-01 2014-05-14
140. JACK HENRY ASSOCIATES INC   2013-03-01 2014-05-14
225. HEXCEL CORP NEW   2013-03-01 2014-05-14
85. HONG KONG EXCHANGES A D R   2013-10-29 2014-05-14
65. HUBBELL INC CL B   2013-03-01 2014-05-14
85. HUNT J B TRANS SVCS INC   2013-06-25 2014-05-14
277. ICICI BANK LTD A D R   2010-10-26 2014-05-14
155. IMPERIAL OIL LTD   2013-03-01 2014-05-14
160. IMPERIAL OIL LTD   2013-06-25 2014-05-14
512. INTEL CORP   2006-06-27 2014-05-14
63. INTERNATIONAL BUSINESS MACHS CORP   2010-10-26 2014-05-14
1009. ITAU UNIBANCO HOLDINGS SA A D R   2012-08-03 2014-05-14
132. J & J SNACK FOODS CORP   2010-10-26 2014-05-14
109. JGC CORP UNSPONSORED A D R   2012-08-03 2014-05-14
150. JARDEN CORP   2013-03-01 2014-05-14
65. JOHNSON OUTDOORS INC CL A   2013-10-29 2014-05-14
148. JOS A BANK CLOTHIERS INC   2010-10-26 2014-05-14
385. LOREAL UNSPONSORED A D R   2013-03-01 2014-05-14
185. LVMH MOET HENNESSY A D R   2013-03-01 2014-05-14
419. MATTEL INC   2012-08-03 2014-05-14
115. MICROS SYS INC   2013-10-29 2014-05-14
370. MICROSOFT CORP   2006-11-03 2014-05-14
225. MITSUBISHI ESTATE LTD A D R   2013-10-29 2014-05-14
225. MONSTER BEVERAGE CORP   2013-03-01 2014-05-14
310. MTN GROUP LTD A D R   2013-03-01 2014-05-14
35. NATIONAL OILWELL INC COM   2012-08-03 2014-05-14
319. NESTLE S A SPONSORED ADR REPSTG REG SH   2010-10-26 2014-05-14
65. NORFOLK SOUTHN CORP   2013-06-25 2014-05-14
225. NOVO NORDISK AS A D R   2013-10-29 2014-05-14
19216.705 NUVEEN HIGH INCOME BOND FD CL I   2012-08-01 2014-05-14
4626.78 NUVEEN REAL ESTATE SECS I   2013-03-01 2014-05-14
225. ORACLE CORPORATION   2006-10-13 2014-05-14
2448.811 OPPENHEIMER DEVELOPING MARKETS Y   2013-03-06 2014-05-14
326.369 OPPENHEIMER DEVELOPING MARKETS Y   2013-06-25 2014-05-14
50. PARKER HANNIFIN CORP   2013-10-29 2014-05-14
410. PETROLEO BRASILEIRO S A A D R   2013-03-01 2014-05-14
4. THE PRICELINE GROUP INC   2013-03-01 2014-05-14
2628.901 PRINCIPAL GL R E SEC INS   2013-10-29 2014-05-14
6680.789 PRINCIPAL GL R E SEC INS   2013-03-01 2014-05-14
196. QUALCOMM INC   2010-10-26 2014-05-14
20. QUALCOMM INC   2013-03-01 2014-05-14
375. RPC ENERGY SVCS INC   2013-03-01 2014-05-14
772. ROCHE HOLDINGS LTD SPONS A D R   2010-10-26 2014-05-14
266. SAP SE SPONSORED A D R   2010-10-26 2014-05-14
125. SASOL LTD SPONSORED A D R   2013-10-29 2014-05-14
70. SCHEIN HENRY INC COMMON STOCK   2013-03-01 2014-05-14
165. SCHLUMBERGER LTD   2006-06-12 2014-05-14
1219. SCHNEIDER ELECT SE UNSP A D R   2012-08-03 2014-05-14
356. SCHWAB CHARLES CORP   2012-08-03 2014-05-14
60. SIGNATURE BK   2013-10-29 2014-05-14
285. SKYWORKS SOLUTIONS INC   2013-03-01 2014-05-14
170. SMITH A O CORP   2013-03-01 2014-05-14
65. STERICYCLE INC   2010-10-26 2014-05-14
230. STRYKER CORP   2013-03-01 2014-05-14
145. STURM RUGER & CO INC   2013-03-01 2014-05-14
170. SWATCH GROUP AG A D R   2010-10-26 2014-05-14
1178. TAIWAN SEMICONDUCTOR A D R   2011-01-28 2014-05-14
390. TESCO PLC A D R   2013-03-01 2014-05-14
110. 3M CO   2013-03-01 2014-05-14
1370. TURKIYE GARANTI BANKASI A S A D R   2013-03-01 2014-05-14
155. UNILEVER PLC SPSD ADR   2013-03-01 2014-05-14
140. UNIT CORP   2013-06-25 2014-05-14
105. UNITED THERAPEUTICS CORP   2013-03-01 2014-05-14
200. U N U M PROVIDENT CORP   2013-10-29 2014-05-14
157. UTAH MED PRODS INC   2011-01-28 2014-05-14
130. VARIAN MED SYS INC   2012-08-03 2014-05-14
70. VERISK ANALYTICS INC CL A   2013-03-01 2014-05-14
50. VISA INC   2010-10-26 2014-05-14
244. WPP PLC SPONSORED A D R   2010-10-26 2014-05-14
155. WAL MART STORES INC   2005-09-12 2014-05-14
153. WEIS MKTS INC   2011-01-28 2014-05-14
135. WESTERN DIGITAL CORP   2010-10-26 2014-05-14
450. XINYI GLASS HOLDINGS LTS A D R   2013-03-01 2014-05-14
228. BUNGE LIMITED   2010-10-26 2014-05-14
50. PERRIGO CO LTD   2013-12-19 2014-05-14
30. ACE LTD   2006-03-24 2014-05-14
100000. PNC FUNDING CORP 3.000% 5/19/14   2013-10-28 2014-05-19
25000. CATERPILLAR FINL MTN 1.375% 5/20/14   2011-09-27 2014-05-20
.25 TIME INC   2014-05-14 2014-06-19
.5 NOW INC DE W I   2012-08-03 2014-06-23
206.551 ABERDEEN FDS EMRGN   2013-03-06 2014-06-30
121. AIR LIQUIDE S A A D R   2010-10-26 2014-06-30
85. ANHEUSER BUSCH INBEV NV A D R   2013-03-01 2014-06-30
175. B G GROUP P L C A D R   2013-10-29 2014-06-30
280. COCHLEAR LTD UNSPON A D R   2010-10-26 2014-06-30
125. DBS GROUP HLDGS LTD   2013-03-01 2014-06-30
100. FIRST ENERGY CORP   2014-05-14 2014-06-30
150. HAWKINS INC   2013-06-25 2014-06-30
85. HONG KONG EXCHANGES A D R   2013-10-29 2014-06-30
490. ISHARES JPMORGAN USD EMERG ETF   2011-01-28 2014-06-30
205. JOHNSON OUTDOORS INC CL A   2013-10-29 2014-06-30
270. NOKIAN TYRES OYJ UNSPON A D R   2013-03-01 2014-06-30
230. ROYAL DUTCH SHELL PLC A D R   2012-03-22 2014-06-30
90. SVENSKA HANDELSBANKEN A UNSP A D R   2013-06-25 2014-06-30
331. SWATCH GROUP AG A D R   2010-10-26 2014-06-30
960. TURKIYE GARANTI BANKASI A S A D R   2013-03-01 2014-06-30
70. TYSON FOODS INC CL A   2014-05-14 2014-06-30
570. UNI CHARM CORPORATION A D R   2012-08-03 2014-06-30
35. VERISK ANALYTICS INC CL A   2013-03-01 2014-06-30
46. WAL MART STORES INC   2005-09-12 2014-06-30
50000. BELLSOUTH CORP 5.200% 9/15/14   2008-08-22 2014-07-15
.1 AIR LIQUIDE S A A D R   2010-10-26 2014-07-24
.8163 VERITIV CORP   2014-05-14 2014-08-07
1432.665 CREDIT SUISSE COMM RET ST CO   2010-12-31 2014-09-16
150. EXELON CORP   2005-03-08 2014-09-16
129. ISHARES IBOXX HIGH YIELD ETF   2012-08-01 2014-09-16
121. ORACLE CORPORATION   2006-11-16 2014-09-16
334. MFC ISHARES TR MSCI EAFE INDEX FD   2014-05-14 2014-10-09
12. AIR LIQUIDE S A A D R   2010-10-26 2014-11-14
140. AMERICAN CAPITAL AGENCY CORP   2014-05-14 2014-11-14
45. B B & T CORP   2014-05-14 2014-11-14
770. IPATH DOW JONES UBS COMMODITY   2013-10-29 2014-11-14
60. CBS CORP CLASS B NON VOTING   2014-05-14 2014-11-14
117. COCHLEAR LTD UNSPON A D R   2010-10-26 2014-11-14
85. EXXON MOBIL CORP   2013-10-29 2014-11-14
220. HONG KONG EXCHANGES A D R   2013-10-29 2014-11-14
860. MFC ISHARES TR MSCI EAFE INDEX FD   2014-05-14 2014-11-14
238. ISHARES JPMORGAN USD EMERG ETF   2011-01-28 2014-11-14
120. ISHARES JPMORGAN USD EMERG ETF   2013-06-25 2014-11-14
20. ISHARES JPMORGAN USD EMERG ETF   2013-10-29 2014-11-14
35. LABORATORY CORP OF AMERICA HOLDINGS   2014-05-14 2014-11-14
180. NEWS CORP NEW CL A W   2014-05-14 2014-11-14
45. NORFOLK SOUTHN CORP   2013-06-25 2014-11-14
25. OCCIDENTAL PETE CORP COM   2014-05-14 2014-11-14
40. PARKER HANNIFIN CORP   2013-10-29 2014-11-14
99.699 ROBECO BOSTON PARTNERS L S RSRCH   2013-03-01 2014-11-14
70. ROCK TENN COMPANY CL A   2014-05-14 2014-11-14
3191.238 T ROWE PRICE EUROPEAN STOCK   2014-06-30 2014-11-14
165. SPDR GOLD SHARES ETF   2014-05-14 2014-11-14
45. SCHLUMBERGER LTD   2006-06-12 2014-11-14
50. STATE STR CORP   2014-05-14 2014-11-14
215. SVENSKA HANDELSBANKEN A UNSP A D R   2013-06-25 2014-11-14
65. TIME WARNER INC   2014-05-14 2014-11-14
1630. UNI CHARM CORPORATION A D R   2012-08-03 2014-11-14
20. PERRIGO CO LTD   2013-12-19 2014-11-14
.5 LIBERTY BROADBAND C   2014-06-30 2014-11-19
.25 LIBERTY BROADBAND A   2014-06-30 2014-12-03
. AMERICAN INTL GROUP INC     2014-12-04
. AMERICAN INTL GROUP INC     2014-12-04
. FANNIE MAE COM     2014-12-23
. FANNIE MAE COM     2014-12-23
. VERITAS SOFTWARE CORP     2014-12-29
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 17   12 5
b 35,222   32,500 2,722
c 22,472   24,363 -1,891
d 19,976   16,696 3,280
e 12,913   6,721 6,192
2,753   4,973 -2,220
13,330   11,994 1,336
103,294   106,703 -3,409
12,990   11,065 1,925
7,249   7,063 186
19,100   14,183 4,917
15,261   6,875 8,386
17,857   9,247 8,610
8,703   5,894 2,809
13,079   5,110 7,969
10,250   10,109 141
7,679   6,398 1,281
2,735   2,614 121
13,418   7,696 5,722
7,806   6,040 1,766
87   83 4
59,043   54,869 4,174
7,159   6,337 822
6,542   6,217 325
7,732   5,885 1,847
9,368   10,336 -968
6,468   6,007 461
10,454   9,850 604
11,315   9,594 1,721
3,823   1,900 1,923
6,903   6,514 389
14,288   9,591 4,697
6,761   6,151 610
8,463   6,113 2,350
2,114   1,205 909
4,785   5,877 -1,092
1,648   977 671
8,481   5,477 3,004
22,106   14,072 8,034
24,341   14,176 10,165
7,208   5,986 1,222
7,084   5,789 1,295
6,901   6,562 339
9,083   7,631 1,452
7,444   6,171 1,273
6,151   4,456 1,695
7,824   5,959 1,865
6,956   5,847 1,109
5,942   6,096 -154
15,931   14,182 1,749
6,818   6,184 634
11,167   11,646 -479
5,583   5,995 -412
5,420   5,889 -469
8,408   4,671 3,737
10,902   2,638 8,264
10,756   6,390 4,366
7,932   4,777 3,155
8,077   6,088 1,989
6,781   5,915 866
5,392   5,978 -586
14,918   10,892 4,026
8,025   6,142 1,883
9,371   6,050 3,321
1,553   1,360 193
7,525   5,999 1,526
6,547   5,902 645
13,328   14,148 -820
7,631   6,493 1,138
7,877   6,085 1,792
13,522   9,379 4,143
11,923   8,862 3,061
16,997   14,612 2,385
12,338   5,666 6,672
6,262   6,567 -305
8,497   6,181 2,316
1,531   1,786 -255
9,538   6,762 2,776
13,352   11,569 1,783
7,206   6,364 842
16,531   13,955 2,576
5,934   6,285 -351
14,890   10,645 4,245
5,436   6,550 -1,114
15,876   11,386 4,490
6,665   6,309 356
2,833   2,616 217
25,156   17,229 7,927
6,339   4,687 1,652
9,629   8,217 1,412
177,755   165,698 12,057
104,843   101,798 3,045
9,434   4,293 5,141
93,863   86,516 7,347
12,510   10,516 1,994
6,284   5,828 456
6,361   6,060 301
4,622   2,786 1,836
23,161   23,371 -210
58,858   56,720 2,138
15,842   8,567 7,275
1,617   1,327 290
8,183   6,149 2,034
28,455   13,996 14,459
20,527   14,290 6,237
7,225   6,441 784
8,029   6,219 1,810
16,588   9,453 7,135
22,673   14,786 7,887
9,366   4,447 4,919
6,774   6,206 568
12,040   5,927 6,113
8,088   6,068 2,020
7,381   4,753 2,628
18,392   14,915 3,477
9,686   8,111 1,575
5,062   3,312 1,750
24,496   15,597 8,899
5,799   6,552 -753
15,615   11,409 4,206
5,459   6,877 -1,418
6,907   6,203 704
9,016   5,970 3,046
10,926   6,334 4,592
6,682   6,350 332
7,532   4,246 3,286
10,672   7,197 3,475
4,266   4,123 143
10,541   3,982 6,559
25,478   14,191 11,287
12,208   7,094 5,114
6,882   6,091 791
11,626   4,200 7,426
6,556   6,511 45
17,649   14,239 3,410
6,571   7,610 -1,039
3,074   1,613 1,461
100,000   101,454 -1,454
25,000   25,270 -270
6   6  
17   15 2
3,187   3,297 -110
3,255   2,646 609
9,774   8,008 1,766
3,691   3,519 172
8,109   10,074 -1,965
6,737   6,131 606
3,443   3,254 189
5,569   6,054 -485
1,575   1,360 215
56,464   51,948 4,516
5,279   5,634 -355
5,219   6,110 -891
18,912   14,598 4,314
2,183   1,760 423
9,989   6,448 3,541
3,667   4,819 -1,152
2,608   2,829 -221
6,760   6,498 262
2,069   2,061 8
3,467   2,105 1,362
50,412   50,101 311
3   2 1
31   29 2
10,072   16,645 -6,573
5,049   6,972 -1,923
11,962   11,803 159
4,992   2,315 2,677
20,552   22,986 -2,434
290   262 28
3,187   3,254 -67
1,680   1,680  
26,014   28,644 -2,630
3,188   3,366 -178
3,676   4,210 -534
8,050   7,538 512
5,313   3,520 1,793
54,385   59,185 -4,800
26,943   25,232 1,711
13,585   12,726 859
2,264   2,228 36
3,458   3,490 -32
2,722   3,129 -407
5,212   3,245 1,967
2,158   2,438 -280
5,129   4,662 467
1,509   1,257 252
3,881   3,502 379
63,952   70,399 -6,447
18,851   20,750 -1,899
4,286   2,578 1,708
3,801   3,250 551
5,052   4,205 847
5,167   4,324 843
7,563   6,194 1,369
3,081   3,044 37
25   23 2
13   11 2
493     493
1,233     1,233
87     87
275     275
15     15
      41,326
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       5
b       2,722
c       -1,891
d       3,280
e       6,192
      -2,220
      1,336
      -3,409
      1,925
      186
      4,917
      8,386
      8,610
      2,809
      7,969
      141
      1,281
      121
      5,722
      1,766
      4
      4,174
      822
      325
      1,847
      -968
      461
      604
      1,721
      1,923
      389
      4,697
      610
      2,350
      909
      -1,092
      671
      3,004
      8,034
      10,165
      1,222
      1,295
      339
      1,452
      1,273
      1,695
      1,865
      1,109
      -154
      1,749
      634
      -479
      -412
      -469
      3,737
      8,264
      4,366
      3,155
      1,989
      866
      -586
      4,026
      1,883
      3,321
      193
      1,526
      645
      -820
      1,138
      1,792
      4,143
      3,061
      2,385
      6,672
      -305
      2,316
      -255
      2,776
      1,783
      842
      2,576
      -351
      4,245
      -1,114
      4,490
      356
      217
      7,927
      1,652
      1,412
      12,057
      3,045
      5,141
      7,347
      1,994
      456
      301
      1,836
      -210
      2,138
      7,275
      290
      2,034
      14,459
      6,237
      784
      1,810
      7,135
      7,887
      4,919
      568
      6,113
      2,020
      2,628
      3,477
      1,575
      1,750
      8,899
      -753
      4,206
      -1,418
      704
      3,046
      4,592
      332
      3,286
      3,475
      143
      6,559
      11,287
      5,114
      791
      7,426
      45
      3,410
      -1,039
      1,461
      -1,454
      -270
       
      2
      -110
      609
      1,766
      172
      -1,965
      606
      189
      -485
      215
      4,516
      -355
      -891
      4,314
      423
      3,541
      -1,152
      -221
      262
      8
      1,362
      311
      1
      2
      -6,573
      -1,923
      159
      2,677
      -2,434
      28
      -67
       
      -2,630
      -178
      -534
      512
      1,793
      -4,800
      1,711
      859
      36
      -32
      -407
      1,967
      -280
      467
      252
      379
      -6,447
      -1,899
      1,708
      551
      847
      843
      1,369
      37
      2
      2
      493
      1,233
      87
      275
      15
       
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 2 391,392
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 181,675 3,841,543 0.047292
2012 184,587 3,650,779 0.050561
2011 179,157 3,720,307 0.048157
2010 168,256 3,604,792 0.046676
2009 191,870 3,395,302 0.05651
2 Total of line 1, column (d) ...................... 2 0.249196
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 0.049839
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,945,635
5 Multiply line 4 by line 3....................... 5 196,647
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,330
7 Add lines 5 and 6......................... 7 200,977
8 Enter qualifying distributions from Part XII, line 4.............. 8 184,699
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 8,660
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 8,660
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 8,660
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,044
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 7,044
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 1,616
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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
    US BANK TRUSTEE
    1     		58,437    
    PO BOX 3168
    PORTLAND,OR97208
    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
    3,731,603
    b
    Average of monthly cash balances.......................
    1b
    274,118
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,005,721
    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
    4,005,721
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,086
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,945,635
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    197,282
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    197,282
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,660
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,660
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    188,622
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    188,622
    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
    188,622
    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
    184,699
    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
    184,699
    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
    184,699
    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 7 188,622
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 175,954
    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$ 184,699
    a Applied to 2013, but not more than line 2a 175,954
    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..... 8,745
    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 ..........     		179,877
    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
    COLORADO STATE UNIVERSITY
    FOUNDATION
    410 UNIVERSITY SERVICES CENTER
    FORT COLLINS,CO80523     		NONE PUBLIC GENERAL SUPPORT 6,000
    ST ANTHONY HEALTH FOUNDATION
    FLIGHT FOR LIFE
    4231 WEST SIXTEENTH AVENUE
    DENVER,CO80204     		NONE PUBLIC GENERAL SUPPORT 14,000
    JEFFCO ACTION CENTER INC
    8755 W 14TH AVE
    LAKEWOOD,CO80215     		NONE PUBLIC GENERAL SUPPORT 6,800
    ALAN GREEN MEMORIAL
    FOUNDATION INC
    PO BOX 575
    BLACK HAWK,CO80422     		NONE PUBLIC GENERAL SUPPORT 21,000
    COLORADO CANCER RESEARCH
    PROGRAM INC
    2253 S ONEIDA ST
    DENVER,CO80224     		NONE PUBLIC GENERAL SUPPORT 15,000
    DAYTON VOLUNTEER FIRE DEP
    DAYTON RESCUE UNIT
    PO BOX 125
    DAYTON,WY82836     		NONE PUBLIC GENERAL SUPPORT 10,000
    SHERIDAN COUNTY
    LIBRARY FOUNDATION
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 4,000
    SHERIDAN COUNTY MEMORIAL
    HOSPITAL FOUNDATION
    PO BOX 391
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 10,000
    SHERIDAN SENIOR
    CITIZENS CENTER
    211 SMITH ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 10,000
    NATIONAL JEWISH MEDICAL &
    RESPIRATORY RESEARCH CTR
    1400 JACKSON STREET
    DENVER,CO80206     		NONE PUBLIC GENERAL SUPPORT 15,000
    CRAIG FOUNDATION TRUST
    COMMUNITY RELATIONS
    3425 S CLARKSON
    ENGLEWOOD,CO80110     		NONE PUBLIC GENERAL SUPPORT 13,000
    UNIVERSITY OF COLORADO FOUNDATION
    13001 E 17TH PLACE MAIL STOP A065
    AURORA,CO80045     		NONE PUBLIC GENERAL SUPPORT 5,000
    JEFFERSON FOUNDATION
    809 QUAIL STREET BLDG 1
    LAKEWOOD,CO80215     		NONE PUBLIC GENERAL SUPPORT 4,700
    PICK FOUNDATION
    ATTN CINDY GREER
    7629 COUNTY ROAD 100
    HESPERUS,CO81326     		NONE PUBLIC GENERAL SUPPORT 600
    GOLDEN GATE AUZILIARY COLORADO INC
    ATTN TERRI COSTELDIA PRESIDENT
    29249 NIGHTHAWK VIEW TRAIL
    GOLDEN,CO80403     		NONE PUBLIC GENERAL SUPPORT 600
    CRAIG HOSPITAL FOUNDATION
    3425 S CLARKSON ST
    ENGLEWOOD,CO80113     		NONE PUBLIC GENERAL SUPPORT 1,000
    PROJECT SANCTUARY
    PO BOX 1563
    GRANBY,CO80446     		NONE PUBLIC GENERAL SUPPORT 10,000
    NRA FOUNDATION
    11250 WAPLES MILL ROAD
    FAIRFAX,VA22030     		NONE PUBLIC GENERAL SUPPORT 7,000
    EVERGREEN CHRISTIAN OUTREACH
    POBOX 1515
    EVERGREEN,CO80437     		NONE PUBLIC GENERAL SUPPORT 7,500
    DENVER ACADAMY INC
    4400 E ILIFF AVE
    DENVER,CO80222     		NONE PUBLIC GENERAL SUPPORT 8,800
    KBDI CHANNEL 12
    2900 WELATON ST
    DENVER,CO80205     		NONE PUBLIC GENERAL SUPPORT 3,000
    ROCKY MOUNTAIN PBS
    1089 BANNOCK ST
    DENVER,CO80204     		NONE PUBLIC GENERAL SUPPORT 2,000
    TONGUE RIVER VALLEY COMMUNITY CTR
    PO BOX 792
    RANCHESTER,WY82839     		NONE PUBLIC GENERAL SUPPORT 2,000
    Total .................................bullet 3a 177,000
    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 98,347  
    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 .............     		    18 391,392  
    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)..   489,739  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13489,739
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BELLSOUTH CORP 5.200    
    CATERPILLAR FINANCIAL SE 1.375    
    GENERAL ELEC CAP CORP 51,930 50,686
    BANK OF MONTREAL MED TERM NOTE 50,107 50,093
    TORONTO DOMINION BANK TERM 25,914 25,579
    BP CAPITAL MARKETS PLC    
    PNC FUNDING CORP    
    WELLS FARGO CO 2.1 5/8/17 51,485 50,848
    BBT CORP MED TRM 2.15 3/22/17 25,758 25,361
    ORACLE CORP 25,033 24,911

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE LTD 5,605 20,095
    ACE LTD 4,194 8,961
    SCHLUMBERGER LTD 11,198 15,459
    WEATHERFORD INTL LTD    
    CREDIT SUISSE COMM 31,105 21,871
    LAUDUS INTL MRKTMASTERS 61,097 67,580
    T ROWE PRICE INTL GR&INC    
    T ROWE PRICE MID CAP VALUE 183,668 167,384
    BERKSHIRE HATHAWAY INC 20,981 34,535
    ISHARES MSCI EMERGING MKTS 37,006 33,868
    ISHARES TR IBOXX HY CORP 37,305 39,066
    ABBOTT LABORATORIES 2,436 4,502
    AMERICAN EXPRESS CO    
    APACHE CORP 3,387 5,954
    APPLE INC 21,483 27,043
    APTAR GROUP INC    
    CAPITOL ONE FINANCIAL CORP 6,156 13,373
    CHEVRON CORPORATION    
    CONOCOPHILLIPS 5,779 8,633
    E M C CORPORATION 14,553 19,450
    EXELON CORPORATION    
    EXPRESS SCRIPTS INC 14,050 23,200
    EXXON MOBIL CORP 25,283 27,735
    GENERAL DYNAMICS 4,285 4,129
    GENERAL ELECTRIC 10,443 7,581
    GILEAD SCIENCES INC    
    GOLDMAN SACHS GROUP INC 4,845 7,753
    GOOGLE INC 5,421 8,974
    INTEL CORP 4,122 8,165
    INTERNATIONAL BUSINESS MACHINE    
    J & J SNACK FOODS CORP    
    JOHNSON & JOHNSON 18,212 26,665
    JOS A BANK CLOTHIERS INC    
    MERCK & CO INC 8,438 14,198
    MICROSOFT CORP 8,487 13,703
    ORACLE CORPORATION 10,100 23,789
    PEPSICO INC 5,652 9,929
    PERRIGO CO 4,566 5,015
    PFIZER INC    
    QUALCOMM INC 13,266 14,866
    STERICYCLE INC 5,558 9,962
    UNITED TECHNOLOGIES 6,435 14,375
    VARIAN MED SYS INC 5,182 7,094
    VISA INC CLASS A 1,832 6,031
    WAL MART STORES INC 10,524 19,323
    WESTERN DIGITAL CORP 1,493 5,314
    AIR LIQUIDE SA ADR    
    ALLIANZ SE ADR    
    ARM HLDGS PLC ADT    
    BUNGE LIMITED    
    COCHLEAR LTD ADR    
    DASSAULT SYSTEMS ADR    
    I C I C I BANK LIMITED ADT    
    NESTLE SA ADR    
    ROCHE HLDG LTD ADR    
    ROYAL DUTCH SHELL PLC 74 67
    SAP AD ADR    
    SASOL LTD ADR    
    SWATCH GROUP ADR    
    TEVA PHARMACEUTICAL INDS LTD 5,150 5,176
    WPP PLC ADT    
    ALLSTATE CORP 8,062 9,133
    ILLINOIS TOOL WORKS 4,131 11,838
    MCDONALDS CORP 5,150 8,433
    MEDTRONIC INC 9,518 12,491
    REPUBLIC SVCS INC 7,043 10,546
    AMERICAN CENT SMALL CAP VALU 20,000 22,551
    COSTCO WHSL 3,011 10,631
    STATE STR CORP 7,264 10,205
    COGNIZANT TECH SOLUTIONS 6,103 10,269
    UTAH MED PRODS INC    
    WEIS MKTS INC    
    NOVO NORDISK AS ADR    
    TAIWAN SEMICONDUCTOR ADR    
    NUVEEN INFLATION PRO SEC 127,575 125,073
    NUVEEN REAL ESTATE SECURITY 24,089 27,879
    T ROWE PRICE MID CAP GROWTH 21,697 26,860
    SCOUT INTERNATIONAL 25,000 25,162
    CITIGROUP INC 13,775 21,373
    COACH INC 10,656 8,451
    CUMMINS INC 3,591 5,334
    DOVER CORP 3,901 3,227
    ENERGEN CORP 3,989 2,869
    PHILLIPS 66 11,839 13,049
    MATTEL INC    
    NATIONAL OILWELL VARCO INC 4,435 4,325
    PARKER HANNIFIN CORP    
    PIONEER NAT RES CO    
    SCHWAB CHARLES CORP    
    ITAU UNIBANCO HOLDINGS ADR    
    JGC CORP UNSPONSORED ADR    
    PETROLEO BRASILEIRO SPON ADR    
    SCHNEIDER ELECT SA UNSP ADR    
    UNI CHARM CORP ADR 3,257 4,178
    DRIEHAUS ACTIVE INCOME FUND 85,750 85,098
    FORWARD INTERNATIONAL REAL EST    
    LOOMIS SAYLES ABS STRAT Y    
    OPPENHEIMER DEVELOPING MKTS FD 157,630 147,571
    ABERDEEN FDS EMRGN MKT    
    ALLIANCE DATA SYSTEMS CORP    
    BAXTER INTERNATIONAL INC    
    BED BATH & BEYOND INC    
    BUCKLE INC    
    CARTERS INC    
    CHURCH AND DWIGHT CO INC    
    CINTAS CORP    
    DONALDSON CO INC    
    EAGLE MATERIALS INC    
    EMERSON ELEC CO 3,180 3,087
    EQUIFAX INC    
    F E I CO    
    F M C CORPORATION    
    FAMILY DOLLAR STORES    
    FOSTER L B CO CL A    
    GORMAN RUPP CO    
    GRANITE CONSTRUCTIONS INC    
    GULF IS FABRICATION INC    
    HASBRO INC    
    HAWKINS INC    
    HEXCEL CORP NEW    
    HUBBELL INC CL B    
    HUNT J B TRANS SVC INC    
    J P MORGAN CHASE CO 12,838 15,958
    JACK HENRY & ASSOCIATES INC    
    JARDEN CORP    
    JOHNSON OUTDOORS INC CL A    
    M T BANK CORP    
    MICROS SYS INC    
    MONSTER BEVERAGE CORP    
    NORTFOLK SOUTHN CORP    
    PRICELINE COM INC 2,786 4,561
    RPC ENERGY SVCS INC    
    SCHEIN HENRY INC    
    SIGNATURE BK    
    SKYWORKS SOLUTIONS INC    
    SMITH A O CORP    
    STRYKER CORP    
    STURM RUGER & CO INC    
    UNIT CORP    
    UNITED THERAPEUTICS CORP    
    UNUM GROUP    
    VERISK ANALYTICS INC CL A 6,479 7,046
    3M CO    
    AIA GROUP LTD ADR    
    ANHEUSER BUSCH INBEV NV ADR    
    ATLAS COPCO AB SPONS ADR    
    B G GROUP PLC ADR    
    BAIDU COM INC ADR    
    BANCO BILBAO VIZCAYA ARGEN ADR    
    BAYERISCHE MOTOREN WERKE ADR    
    CANADIAN NATL RY CO 5,434 4,632
    CSL LIMITED ADR    
    DBX GROUP HOLDGS LTD    
    FAUC CORPORATION ADR    
    FRESENIUS MED CARE    
    HONG KONG EXCHANGES ADR    
    IMPERIAL OIL LTD    
    LOREAL UNSPONSORED ADR    
    LVMH MOET HENNESSY LOU VUITT    
    MITSUBISHI ESTATE LTD ADR    
    MTN GROUP LTD ADR    
    NOKIAN TYRES OYJ UNSPON ADR    
    OAO GAZPROM SPON ADR    
    SVENSKA HANDELSBANKEN A UNSP    
    TESCO PLC ADR    
    TURKIYE GARANTI BANKASI AS ADR    
    UNILEVER PLC SPSD ADR    
    XINYI GLASS HOLDINGS LTS ADR    
    IPATH DOW JONES UBS COMMODITY 34,595 27,816
    NEUBERGER BERMAN LONG SH INS 93,634 101,920
    NUVEEN HIGH INCOME BD FD    
    PRINCIPAL GL R E SEC INS    
    ROBECO BOSTON PARTNERS L S RSR 104,665 110,577
    ABBVIE INC 5,839 9,816
    ISHARES MSCI EAFE ETF 205,284 181,668
    SPDR GOLD SHARES ETF 48,976 44,751
    HIGHLAND LONG SHORT EQUITY Z 30,000 29,704
    NEUBERGER BERMAN GENESIS INSTL 90,898 88,066
    PARAMETRIC EMERGING MARKETS IN 169,046 152,593
    T ROWE PRICE EUROPEAN STOCK 223,948 201,513
    T ROWE PRICE REAL ESTATE FD 91,037 101,252
    FEDERATED INST HI YLD BD FD 212,514 201,731
    LOOMIS SAYLES STRATEGIC ALPHA 205,523 201,930
    OPPENHEIMER SENIOR FLOATING RA 140,246 135,158
    ISHARES BARCLAYS TIPS BOND ETF 9,812 9,521
    ISHARES JPMORGAN USD EMERG ETF 26,734 26,330
    A E S CORP 4,929 4,751
    ACTIVISION BLIZZARD INC 3,917 3,929
    AMERICAN HOMES 4 RENT A 10,263 10,133
    APOLLO EDUCATION GROUP INC 3,610 4,264
    BBT CORP 3,263 3,306
    BROCADE COMMUNICATIONS SYS 3,229 4,499
    CALIFORNIA RESOURCES CORP 204 132
    CISCO SYSTEMS INC 8,732 10,570
    COMCAST CORP CL A 6,753 7,831
    CRANE CO 3,291 2,642
    CROWN HOLDINGS INC 3,942 4,072
    CVS HEALTH CORPORATION 10,289 13,002
    DELTA AIR LINES INC 3,523 4,427
    DISCOVER FINL SVCS 5,434 6,222
    E O G RES INC 3,657 3,222
    EQUITABLE CORP 3,685 2,650
    FIDELITY NATL INFORMATION SVCS 3,274 3,732
    FIFTH THIRD BANCORP 7,425 7,335
    GLOBAL PAYMENTS INC 3,386 4,037
    HOME DEPOT INC 3,444 4,724
    HONEYWELL INTERNATIONAL INC 3,250 3,497
    HUNTSMAN CORP 3,222 2,848
    INTERNATIONAL PAPER CO 4,449 5,090
    LEAR CORP 3,902 4,414
    LIBERTY BROADBAND 818 946
    LIBERTY MEDIA CORP 7,125 7,202
    LKQ CORP 5,453 5,483
    LOCKHEED MARTIN CORP 9,080 10,591
    M T BANK CORP 7,874 8,793
    MACYS INC 3,180 3,616
    MARATHON PETROLEUM CORP 3,237 3,159
    MCKESSON CORPORATION 4,465 5,190
    MEAD JOHNSON NUTRITION CO 6,668 7,541
    METLIFE INC 3,335 3,245
    NOW INC DE W I 484 412
    OCCIDENTAL PETROLEUM CORPORATI 5,648 4,837
    OMNICARE INC 3,390 4,011
    OMNICOM GROUP INC 3,371 3,874
    ON SEMICONDUCTOR CORPORATION 3,245 3,596
    PFIZER INC 17,101 20,902
    PRUDENTIAL FINANCIAL INC 3,576 3,618
    QEP RESOURCES INC 5,999 3,539
    QUEST DIAGNOSTICS INC 3,427 4,024
    RAYTHEON COMPANY 5,917 6,490
    SCRIPPS NETWORKS INTERACTIVE I 3,232 3,011
    SIX FLAGS ENTERTAINMENT 3,249 3,452
    THE GAP INC 4,745 5,053
    TIME INC 3,166 3,470
    TIME WARNER INC 3,406 4,271
    TRAVELERS COS INC 4,778 5,293
    TYSON FOODS INC CL A 3,638 3,608
    UNITED CONTINENTAL HOLDINGS IN 3,357 4,013
    VALERO ENERGY CORP 4,011 3,465
    VERITIV CORP 35 52
    VERIZON COMMUNICATIONS INC 4,930 4,678
    WELLS FARGO CO 19,796 21,654
    ZIMMER HOLDINGS INC 3,537 3,970
    CORE LABORATORIES N V 4,164 3,610
    COVIDIEN PLC 4,342 6,137
    LIBERTY GLOBAL PLC SERIES C 5,232 6,039
    SANOFI A D R 4,762 4,105
    SEAGATE TECHNOLOGY 3,353 4,323
    TE CONNECTIVITY LTD 3,196 3,479
    VALIDUS HOLDINGS LTD 3,288 3,740
    BP CAPITAL MARKETS 3.2000% 3/1 26,734 25,674

    TY 2014 OtherExpensesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 355 0   355
    ADR FEES 293 293   0


    TY 2014 OtherIncreasesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,500 1,500   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,031 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,044 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,212 2,212   0
    FOREIGN TAXES ON NONQUALIFIED 165 165   0