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
THE WILLIAM BINGHAM FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1111 SUPERIOR AVENUEROOM/SUITE 700Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44114
A Employer identification number

34-6513791
B Telephone number (see instructions)

(216) 363-6482
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$18,289,325
J 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 17,819 17,819  
4 Dividends and interest from securities...... 353,380 353,380  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 687,414
b Gross sales price for all assets on line 6a 3,875,767
7 Capital gain net income (from Part IV, line 2)... 687,414
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,058,613 1,058,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,570 5,436   15,134
14 Other employee salaries and wages...... 95,529     95,529
15 Pension plans, employee benefits....... 10,419     10,419
16a Legal fees (attach schedule)......... 3,851     3,851
b Accounting fees (attach schedule)....... 16,000     16,000
c Other professional fees (attach schedule).... 185,037 149,837   35,200
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,586 3,586    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,500     13,500
21 Travel, conferences, and meetings....... 24,146 4,045   20,101
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 24,364 21,756   2,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 399,002 184,660   212,342
25 Contributions, gifts, grants paid........ 749,531 749,531
26 Total expenses and disbursements. Add lines 24 and 25 1,148,533 184,660   961,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,920
b Net investment income (if negative, enter -0-) 873,953
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,835 214,782 214,782
2 Savings and temporary cash investments.......... 3,739,659 4,826,863 4,826,863
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 577,258 Click to see attachment576,577 619,875
b Investments—corporate stock (attach schedule)........ 12,100,995 Click to see attachment10,710,144 12,627,805
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet2,922
Less: accumulated depreciation (attach schedule) bullet2,921 1 Click to see attachment1  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,420,748 16,328,367 18,289,325
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 16,420,748 16,328,367
30 Total net assets or fund balances (see instructions)...... 16,420,748 16,328,367
31 Total liabilities and net assets/fund balances (see instructions).. 16,420,748 16,328,367
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 16,420,748
2 Enter amount from Part I, line 27a..................... 2 -89,920
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 16,330,828
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,461
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 16,328,367
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 11000 AMERICAN EAGLE OUTFITTER NEW P 2013-11-07 2014-09-10
b .4545 CIL VODAFONE GROUP NEW ADR P 2011-06-29 2014-02-25
c 360 CORE LABORATORIES N V P 2010-09-08 2014-01-29
d 641 TRACTOR SUPPLY CO P 2011-03-15 2014-04-28
e 2640 COSTCO WHOLESALE P 2013-03-14 2014-12-01
435 DRILL-QUIP INC P 2012-09-14 2014-04-28
54 CORE LABORATORIES N V P 2010-09-08 2014-04-28
270 ULTRA PETROLEUM CORP P 2010-09-08 2014-04-28
2860 EMC CORP P 2013-11-06 2014-07-30
304 GEOSPACE TECHNOLOGIES CORP COM P 2012-09-14 2014-04-28
211 CORE LABORATORIES N V P 2011-03-15 2014-04-28
700 ULTRA PETROLEUM CORP P 2010-09-08 2014-12-15
9060 EMC CORP P 2013-01-29 2014-07-30
745 GEOSPACE TECHNOLOGIES CORP COM P 2012-09-14 2014-10-08
849 ENSCO PLC CLASS A P 2011-02-07 2014-04-28
855 ULTRA PETROLEUM CORP P 2011-03-15 2014-12-15
4960 EPIQ SYSTEMS P 2013-04-30 2014-09-17
1388 LINCOLN ELECTRIC HOLDINGS INC. P 2012-07-11 2014-01-13
15 ENSCO PLC CLASS A P 2011-03-15 2014-04-28
1422 WABTEC P 2010-09-08 2014-01-29
4900 EPIQ SYSTEMS P 2013-04-30 2014-10-15
478 OCEANEERING INTL INC P 2012-09-14 2014-04-28
674 ENSCO PLC CLASS A P 2011-03-15 2014-10-08
48 WABTEC P 2010-09-08 2014-04-28
1980 FENIX OUTDOOR AB ORD P 2013-12-06 2014-06-13
807 ABB LTD P 2010-09-08 2014-01-29
211 ENSCO PLC CLASS A P 2011-11-30 2014-10-08
755 WABTEC P 2011-03-15 2014-04-28
3550 FOUNDATION MEDICINE INC. P 2013-11-19 2014-12-01
902 ABB LTD P 2010-09-08 2014-04-28
1607 KBR INC. P 2010-09-08 2014-01-14
SPDR GOLD TRUST GOLD SHS P 2014-01-01 2014-12-31
3265 INTEL CORP P 2012-09-26 2014-07-31
1372 ABB LTD P 2011-03-15 2014-04-28
1164 KBR INC. P 2011-03-15 2014-01-04
ETFS GOLD TRUST P 2014-01-01 2014-12-31
3790 INVENSENSE INC. P 2014-09-19 2014-10-29
711 ANADARKO PETE P 2010-09-08 2014-04-28
5305 PARKER DRILLING CO P 2011-12-09 2014-04-28
WACHOVIA EQUITY SEC LITIGATION P 2000-01-01 2014-05-07
15900 SAPIENT CORPORATION P 2012-11-08 2014-11-03
52 ANADARKO PETE P 2011-03-15 2014-04-28
7033 PARKER DRILLING CO P 2011-12-09 2014-10-08
5480 SILVER SPRING NETWORKS P 2013-11-01 2014-02-07
1504 CAMECO CORP P 2010-09-08 2014-04-28
2086 SPDR GOLD TR GOLD SHS P 2011-03-15 2014-10-15
4200 UNILEVER P 2008-12-09 2014-04-08
168 CAMECO CORP P 2011-03-15 2014-04-28
969 SPDR GOLD TR GOLD SHS P 2012-03-01 2014-10-15
.7109 CIL VERIZON COMMUNICATIONS P 2011-06-29 2014-02-26
1098 CAMECO CORP P 2011-03-15 2014-10-08
1806 TRACTOR SUPPLY CO P 2010-09-08 2014-01-29
5945 VODAFONE GROUP NEW ADR P 2011-06-29 2014-02-28
948 CAMECO CORP P 2012-02-21 2014-10-08
103 TRACTOR SUPPLY CO P 2011-03-15 2014-01-29
(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 150,679   168,261 -17,582
b 19     19
c 66,822   30,253 36,569
d 42,670   17,000 25,670
e 376,921   270,051 106,870
49,222   32,757 16,465
10,226   4,538 5,688
8,033   10,944 -2,911
85,434   68,284 17,150
18,141   17,474 667
39,958   20,585 19,373
9,721   28,375 -18,654
270,639   181,985 88,654
20,993   42,822 -21,829
43,009   44,112 -1,103
11,873   37,876 -26,003
85,504   69,642 15,862
97,051   58,499 38,552
760   834 -74
103,496   32,830 70,666
90,284   68,799 21,485
34,828   27,944 6,884
25,049   37,479 -12,430
3,537   1,108 2,429
105,238   85,145 20,093
20,304   16,373 3,931
7,842   11,182 -3,340
55,640   20,913 34,727
81,623   88,026 -6,403
23,719   18,301 5,418
50,637   39,545 11,092
9,308   12,408 -3,100
110,953   74,005 36,948
36,077   30,469 5,608
36,678   38,012 -1,334
11,859   11,508 351
62,537   88,480 -25,943
70,716   36,937 33,779
33,826   36,895 -3,069
294     294
391,280   182,870 208,410
5,172   3,876 1,296
31,293   48,913 -17,620
87,262   112,183 -24,921
32,833   39,187 -6,354
248,934   279,590 -30,656
183,739   94,657 89,082
3,668   5,025 -1,357
115,636   159,799 -44,163
33     33
18,077   32,841 -14,764
124,692   33,351 91,341
248,309   288,886 -40,577
15,607   23,792 -8,185
7,112   2,732 4,380
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       -17,582
b       19
c       36,569
d       25,670
e       106,870
      16,465
      5,688
      -2,911
      17,150
      667
      19,373
      -18,654
      88,654
      -21,829
      -1,103
      -26,003
      15,862
      38,552
      -74
      70,666
      21,485
      6,884
      -12,430
      2,429
      20,093
      3,931
      -3,340
      34,727
      -6,403
      5,418
      11,092
      -3,100
      36,948
      5,608
      -1,334
      351
      -25,943
      33,779
      -3,069
      294
      208,410
      1,296
      -17,620
      -24,921
      -6,354
      -30,656
      89,082
      -1,357
      -44,163
      33
      -14,764
      91,341
      -40,577
      -8,185
      4,380
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 2 687,414
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 -33,952
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 964,012 18,435,922 0.052290
2012 994,617 19,265,044 0.051628
2011 929,400 20,041,329 0.046374
2010 1,006,963 18,597,936 0.054144
2009 823,461 17,744,607 0.046406
2 Total of line 1, column (d) ...................... 2 0.250842
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 0.050168
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 18,010,233
5 Multiply line 4 by line 3....................... 5 903,537
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,740
7 Add lines 5 and 6......................... 7 912,277
8 Enter qualifying distributions from Part XII, line 4.............. 8 961,873
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 8,740
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  
3 Add lines 1 and 2........................... 3 8,740
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,740
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 19,637
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,637
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,897
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet10,897 RefundedBullet 11  
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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 addressbulletWWW.WBINGHAMFOUNDATION.ORG
    14
    The books are in care ofbulletMARIANNE GREGA
    THE WILLIAM BINGHAM FOUNDATION
    Telephone no.bullet (216) 363-6482
    Located atbullet1111 SUPERIOR AVE STE 700CLEVELANDOH ZIP+4bullet44114
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    C PERRY BLOSSOM PRESIDENT/TR
    2.00
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    DAVID B BLOSSOM TREASURER/TR
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    JONATHAN B BLOSSOM TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    LAUREL BLOSSOM V PRES/TRUST
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    ROBIN DUNN BLOSSOM TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    JAMES B HEFFERNAN TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    DANIEL L HORN SECRETARY
    5.10
    20,570 0 0
    925 EUCLID AVE 2000
    CLEVELAND,OH44115
    VIRGINIA BLOSSOM KRUNTORAD TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    ELIZABETH B MEERS TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    REBECCA KOVACIK TRUSTEE
    1.50
    0 0 0
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    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
    LAURA H GILBERTSON CHIEFADMNSTR
    40.00
    95,529 2,853  
    1111 SUPERIOR AVE 700
    CLEVELAND,OH44114
    Total number of other employees paid over $50,000...................bullet  
    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
    AIS CAPITAL MGMT LLC INVSTMNT ADVSR 66,224
    187 DANBURY RD
    WILTON,CT06897
    PRENTISS SMITH & CO INC INVSTMNT ADVSR 64,001
    45 WALNUT ST
    BRATTLEBORO,VT05301
    MN ADVISORY SERVICES LLC FACIL/ACCTG/ADM 63,700
    1111 SUPERIOR AVENUE SUITE 700
    CLEVELAND,OH44114
    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)
    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 N/A  
    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
    14,068,013
    b
    Average of monthly cash balances.......................
    1b
    4,216,488
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,284,501
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,284,501
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    274,268
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,010,233
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    900,512
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    900,512
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,740
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,740
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    891,772
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    891,772
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    891,772
    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
    961,873
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    961,873
    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
    8,740
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    953,133
    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 7 891,772
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 18,846
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 961,873
    a Applied to 2013, but not more than line 2a 18,846
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 891,772
    e Remaining amount distributed out of corpus 51,255
    5 Excess distributions carryover applied to 2014.    
    (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 51,255
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    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) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    51,255
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 51,255
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE WILLIAM BINGHAM FOUNDATION
    ATTN KARI BLAKLEY
    PO BOX 21210
    OKLAHOMA CITY,OK73156
    (405) 755-5571
    KB@WBINGHAMFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    THE GRANT APPLICATION PROCESS IS DESCRIBED ON THE FOUNDATION'S WEBSITE AT: HTTP:WWW.WBINGHAMFOUNDATION.ORG UNDER THE HEADING "PROCEDURES".
    cAny submission deadlines:
    COMPLETE GRANT PROPOSALS ARE ACCEPTED ONLY AT THE REQUEST OF THE FOUNDATION AND ARE DUE TWO MONTHS P
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES. GRANTS ARE MADE TO ORGANIZATIONS ORGANIZED WITHIN THE UNITED STATES.
    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
    BALTIMORE WOODS NATURE CENTER
    PO BOX 133
    MARCELLUS,NY13108
    N/A PUBLIC DEV AND IMP OF NATURE IN CITY 11,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVENUE 1300
    CLEVELAND,OH44115
    N/A PUBLIC CARBON FUND 1,000
    DENISON UNIVERSITY
    ONE COLLEGE STREET
    GRANVILLE,OH43023
    N/A PUBLIC SUSTAINABILITY FELLOWS PROGRAM 60,000
    DIABETES PARTNERSHIP OF CLEVELAND
    3601 S GREEN ROAD 100
    CLEVELAND,OH44122
    N/A PUBLIC CAMP HO MITA KODA 25,000
    ENVIRONMENTAL LEARNING CENTER INC
    255 LIVE OAK DRIVE
    VERO BEACH,FL32963
    N/A PUBLIC GENERAL OPERATING SUPPORT 50,000
    FOUNDATION CENTER
    1422 EUCLID AVENUE 1600
    CLEVELAND,OH44115
    N/A PUBLIC SUPPORT OF CLEVELAND OFFICE 5,000
    GEORGETOWN UNIVERSITY
    600 NEW JERSEY AVE NW
    WASHINGTON,DC20001
    N/A PUBLIC LEGAL ANALYSIS & RESILIENCE COMMUNIC 50,000
    GRANTS MANAGERS NETWORK
    1666 K ST NW 440
    WASHINGTON,DC20006
    N/A PUBLIC GENERAL OPERATING SUPPORT 444
    HAWKEN SCHOOL
    PO BOX 8002
    GATES MILLS,OH44040
    N/A PUBLIC STIRN HALL CAPITAL CAMPAIGN 150,000
    THE HIRAM HOUSE
    33775 HIRAM TRAIL
    MORELAND HILLS,OH44122
    N/A PUBLIC OPERATING GRANT 20,000
    MCKEE BOTANICAL GARDEN
    350 US HIGHWAY 1
    VERO BEACH,FL32962
    N/A PUBLIC GENERAL OPERATING SUPPORT 50,000
    MUSICAL ARTS ASSOCIATION
    11001 EUCLID AVENUE
    CLEVELAND,OH44106
    N/A PUBLIC ENDOWMENT OF BLOSSOM MUSIC CENTER 50,000
    NATIONAL CENTER FOR FAMILY PHILANTH
    1101 CONNECTICUT AVE NW
    SUITE 220
    WASHINGTON,DC20036
    N/A PUBLIC OPERATING SUPPORT 900
    PHILANTHROPY OHIO
    37 W BROAD STREET 800
    COLUMBUS,OH43215
      PUBLIC GENERAL OPERATING 1,187
    RONALD MCDONALD HOUSE
    10415 EUCLID AVENUE
    CLEVELAND,OH44106
    N/A PUBLIC ENDOWMENT - CLEVELAND 70,000
    SAINT EDWARD'S SCHOOL
    1895 SAINT EDWARDS DRIVE
    VERO BEACH,FL32963
    N/A PUBLIC OPERATING GRANT 45,000
    SYRACUSE UNIVERSITY
    820 CORNSTOCK AVENUE
    SYRACUSE,NY13244
    N/A PUBLIC NEWHOUSE STUDIO RENOV PROJECT 50,000
    TRIANGLE FLYING DISC ASSOCIATION
    PO BOX 112
    MORRISVILLE,NC27560
    N/A PUBLIC YOUTH PROGRAM SUPPORT 25,000
    TRUST FOR PUBLIC LAND - MAINE
    3 SHIPMAN PLACE
    MONTPELIER,VT05640
    N/A PUBLIC LAND CONSERVATION PROGRAM 50,000
    WESTERN RESERVE LAND CONSERVANCY
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44122
    N/A PUBLIC THRIVING COMMUNITIES INSTITUTE 35,000
    Total .................................bullet 3a 749,531
    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 ............
        14 17,819  
    4 Dividends and interest from securities....     14 353,380  
    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 .............
        18 687,414  
    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)..   1,058,613  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,058,613
    (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:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    M+N ADVISORY SERVICES LLC 16,000     16,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNISHINGS 1988-06-23 275 274 200DB 7.0000        
    DELL DIMENSION 8200 COMPUTER 2002-04-02 1,629 1,629 S/L 5.0000        
    H.P. DESKJET 5150 INKJET PRINTER 2004-06-19 80 80 S/L 5.0000        
    INSPIRION 530 COMPUTER 2008-04-22 938 938 S/L 5.0000        

    TY 2014 ExplnOfNonFilingWithAGStmt
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Statement:
    THE OHIO ATTORNEY GENERAL REQUESTS THAT OHIO FOUNDATIONS FILE AN ANNUAL REPORT ONLINE WITH THE ATTORNEY GENERAL'S OFFICE IN LIEU OF SENDING A COPY OF THE FEDERAL TAX RETURN, FORM 990-PF. THE WILLIAM BINGHAM FOUNDATION HAS COMPLIED WITH THIS REQUEST.

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD. SPNSRD. ADR 33,990 37,182
    ABBVIE 87,617 232,312
    ALIGN TECHNOLOGY INC. 114,136 112,938
    AMERICAN EAGLE OUTFITTERS    
    ANADARKO PETROLEUM CORP. 34,210 37,867
    AVISTA CORP. 188,261 272,195
    CVS CAREMARK CORP. 130,928 404,020
    CAMECO CORP.    
    CELGENE CORP. 109,132 363,545
    CERNER CORP. 102,248 320,714
    CISCO SYSTEMS, INC. 269,141 336,562
    CORE LABORATORIES NV 23,531 28,882
    COSTCO WHSL CORP    
    DEERE & CO 228,106 231,791
    DRILL-QUIP, INC. 30,272 30,845
    EMC CORP.    
    ETFS GOLD TRUST 2,925,391 2,860,452
    ENSCO PLC ADR    
    EPIQ SYSTEMS INC.    
    FENIX OUTDOOR    
    FOUNDATION MEDICINE    
    GEOSPACE TECHNOLOGIES CORP.    
    GOOGLE INC CL C NON VTG 308,317 309,523
    GRAINGER W W INC 188,148 193,716
    HONDA MOTOR CO., LTD. 216,098 205,164
    INTEL CORP. 142,951 254,030
    INTUIT INC. 217,533 332,806
    KBR, INC.    
    KADANT INC. 205,863 217,719
    KUBOTA CORP ADR 231,631 260,131
    KYOCERA LTD. ADR 138,989 180,073
    LINCOLN ELECTRIC HOLDINGS, INC.    
    LINDSAY CORPORATION 166,642 189,485
    MERCHANATS BANCSHARES INC. 219,439 229,725
    NOVARTIS 339,789 429,016
    NVIDIA CORP. 110,393 168,420
    OCEANEERING INTL., INC. 36,245 36,462
    ORBOTECH LTD 113,563 111,296
    PNC FINANCIAL SERVICES GROUP, INC. 260,250 424,220
    PARKER DRILLING CO.    
    PROCTER & GAMBLE CO. 121,512 176,168
    SPDR GOLD TR GOLD SHS. 2,221,974 1,882,929
    SAPIENT CORP.    
    SILVER SPRING NETWORK    
    STRYKER CORP. 117,942 195,735
    TRACTOR SUPPLY CO. 18,459 54,859
    ULTRA PETROLEUM CORP., CANADA    
    U S BANKCORP DEL NEW 269,859 364,994
    UNILEVER PLC ADR    
    UNITED PARCEL SERVICE B 173,510 201,218
    VERIZON COMMUNICATIONS 137,898 134,071
    VODAFONE GROUP SPNSRD. ADR    
    WABTEC 17,146 53,785
    WELLS FARGO & CO. 297,112 507,633
    XEROX CORP 161,918 245,322

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    US Government Securities - End of Year Book Value:

    576,577
    US Government Securities - End of Year Fair Market Value:

    619,875
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 LandEtcSchedule2
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNISHINGS + EQUIPMENT 2,922 2,921 1  


    TY 2014 LegalFeesSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THOMPSON HINE LLP 3,851     3,851


    TY 2014 OtherDecreasesSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    DUES 1,656     1,656
    FILING FEE - OHIO 200     200
    INTERNET ACCESS & WEB SITE 22     22
    OFFICE SUPPLIES 22     22
    MISC. FOREIGN DIVD. FEES 589 589    
    RETIREMENT GIFTS 708     708
    SPDR GOLD TRUST INVESTMENT EX 9,308 9,308    
    ETFS GOLD TRUST INVESTMENT EX 11,859 11,859    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AIS CAPITAL MGMT - INV MGMT FEES 66,224 66,224    
    MORGAN STANLEY SM BRNY - CUSTODY 19,612 19,612    
    PRENTISS SMITH & CO - INV MGMT 64,001 64,001    
    PHILANTHROPIC ARCHIVE FEES 1,000     1,000
    M+N ADVISORY SERVICES - ADM. SRV 34,200     34,200


    TY 2014 TaxesSchedule
    Name:
    THE WILLIAM BINGHAM FOUNDATION
    EIN: 34-6513791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN DIVIDEND TAXES - SCHWAB 3,290 3,290    
    FOREIGN DIVIDEND TAXES - MSSB 296 296    
    2014 ESTIMATED PMTS MADE IN 2014 2,000