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 Robert Hopkins and Lorraine Warren
Strickler Foundation

Number and street (or P.O. box number if mail is not delivered to street address)1882 Keezletown Road   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Harrisonburg, VA228022707
A Employer identification number

31-1815894
B Telephone number (see instructions)

(540) 434-3215
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,900,487J 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 35 35  
4 Dividends and interest from securities...... 22,258 22,258  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 224,756
b Gross sales price for all assets on line 6a 6,297,057
7 Capital gain net income (from Part IV, line 2)... 224,756
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)....... Click to see attachment 759 313  
12 Total. Add lines 1 through 11........ 247,808 247,362  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,000 0   5,000
c Other professional fees (attach schedule)....        
17 Interest............... 5 5   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,049 777   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 50 0   50
23 Other expenses (attach schedule)....... Click to see attachment 9,315 9,290   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,419 10,072   5,075
25 Contributions, gifts, grants paid........ 44,450 44,450
26 Total expenses and disbursements. Add lines 24 and 25 77,869 10,072   49,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 169,939
b Net investment income (if negative, enter -0-) 237,290
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 Savings and temporary cash investments.......... 232,312 1,900,462 1,900,462
3 Accounts receivable bullet25
Less: allowance for doubtful accounts bullet   270 25 25
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)      
b Investments—corporate stock (attach schedule)........ 1,482,871 Click to see attachment0 0
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)........... 14,915 Click to see attachment0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,730,368 1,900,487 1,900,487
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,730,368 1,900,487
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)...... 1,730,368 1,900,487
31 Total liabilities and net assets/fund balances (see instructions).. 1,730,368 1,900,487
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,730,368
2 Enter amount from Part I, line 27a..................... 2 169,939
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 264
4 Add lines 1, 2, and 3.......................... 4 1,900,571
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 84
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,900,487
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 Publicly traded securities      
b Less: Ordinary gain from sale of PTP interests P    
c STCG from K-1 (PTP) - AllianceBernstein Holding, L.P. P    
d LTCG from K-1 (PTP) - AllianceBernstein Holding, L.P. P    
e LTCG from K-1 (PTP) - The Blackstone Group, L.P. P    
LTCG from K-1 (PTP) - Fortress Investment Group, L.L.C. P    
Class Action Suit Proceeds 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 6,296,726   6,071,449 225,277
b     852 -852
c 5     5
d 14     14
e 258     258
5     5
49     49
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       225,277
b       -852
c       5
d       14
e       258
      5
      49
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 2 224,756
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      
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 4,746
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 4,746
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 4,746
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 9,920
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 9,920
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 5,174
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,174 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletVA
    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 addressbulletN/A
    14
    The books are in care ofbulletRobert H Strickler Telephone no.bullet (540) 434-3215
    Located atbullet1882 Keezletown RoadHarrisonburgVA ZIP+4bullet228022707
    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
    Robert Hopkins Strickler President/Director
    0.50     		0 0 0
    1882 Keezletown Road
    Harrisonburg,VA228022707
    Lorraine Warren Strickler Secretary/Director
    0.25     		0 0 0
    1882 Keezletown Road
    Harrisonburg,VA228022707
    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.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,471,730
    b
    Average of monthly cash balances.......................
    1b
    398,619
    c
    Fair market value of all other assets (see instructions)................
    1c
    102
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,870,451
    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
    80
    3
    Subtract line 2 from line 1d.........................
    3
    1,870,371
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,056
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,842,315
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    92,116
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    92,116
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,746
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,746
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,370
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    87,370
    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
    87,370
    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
    49,525
    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
     
    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
    49,525
    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
    49,525
    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 87,370
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 41,840
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 49,525
    a Applied to 2013, but not more than line 2a 41,840
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 7,685
    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 ..........     		79,685
    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....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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).)
    Robert Hopkins Strickler
    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:
    Robert Hopkins Strickler
    1882 Keezletown Road
    Harrisonburg,VA228022707
    (540) 434-3215
    bThe form in which applications should be submitted and information and materials they should include:
    No form has been prescribed by the organization.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Charitable organizations must meet the criteria specified in Article 2, of the foundation's articles of incorporation, which specifically exclude distributions that would subject the corporation to tax under Sections 4944 and/or 4945 of the Internal Revenue Code.
    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
    Accion
    56 Roland Street Suite 300
    Boston,MA02129     		None 509(a)(1) Public Cha To provide general support for needy microentrepreneurs 200
    Aldie Heritage Association
    PO Box 20
    Aldie,VA20105     		None 509(a)(1) Public Cha To provide general support promoting and preserving the history, culture & heritage of Aldie, VA 100
    American Forests
    734 15th St NW
    Washington,DC200051016     		None 509(a)(1) Public Cha To provide general support to save trees and provide oxygen 100
    American Kidney Fund
    11921 Rockville Pike Suite 300
    Rockville,MD20852     		None 509(a)(1) Public Cha To provide general support for kidney transplants 100
    The American Legion
    PO Box 361656
    Indianapolis,IN46236     		None 509(a)(1) Public Cha To provide general support for veterans 100
    American Red Cross Central Virginia Chapter
    1105 Rose Hill Drive
    Charlottesville,VA229035103     		None 509(a)(1) Public Cha To provide general support for neighbors and disasters 200
    The Arc of Harrisonburg and Rockingham
    620 Simms Avenue
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provide resources to citizens with intellectual disabilities 200
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of William Kaylor Monger 500
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Albert Russell Mitchell 500
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Joan Harvey Sipe 500
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide support for the "Stop Hunger Now" church campaign 500
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Robert T. Bosserman, Jr. 100
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support for the church - Twelve Communion's 1,200
    Asbury United Methodist Church
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support for the church - Operating Budget 18,800
    Asbury United Methodist Church (Music Program)
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Barbara J. Riddleberger 100
    Audubon
    225 Varick Street 7th Floor
    New York,NY10014     		None 509(a)(1) Public Cha To provide general support for assistance to bird species facing the threat of extinction 50
    Bethlehem United Church of Christ
    11923 North Valley Pike
    Broadway,VA228153707     		None 509(a)(1) Public Cha In memory of Robert F. Rhodes 100
    Boys & Girls Clubs of Harrisonburg & R'ham Co
    PO Box 1223
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide support for youth programs 500
    Blue Ridge Area Food Bank
    PO Box 937 96 Laurel Hill Road
    Verona,VA244820937     		None 509(a)(1) Public Cha To provide food for children of low income families 500
    Blue Ridge Community College Educational Foundation Inc
    PO Box 80
    Weyers Cave,VA244860080     		None 509(a)(1) Public Cha To provide general support, including training programs and initiatives related to poultry industry 1,000
    Blue Ridge Community College Educational Foundation Inc (Spring Fling)
    PO Box 80
    Weyers Cave,VA244860080     		None 509(a)(1) Public Cha To provide general support through purchases at spring fling auction (less value of items received) 100
    Bridgewater College
    402 East College Street
    Bridgewater,VA228121599     		None 509(a)(1) Public Cha To provide general support for local education 500
    Bridgewater Retirement Community
    302 N Second Street
    Bridgewater,VA22812     		None 509(a)(1) Public Cha To provide general support for retirement community, including healthcare assistance 1,000
    Bridgewater Retirement Community
    302 N Second Street
    Bridgewater,VA22812     		None 509(a)(1) Public Cha In memory of William D. Wampler 200
    Community Alliance for Preservation
    2879 Rawley Pike
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To promote preservation of rural land in Rockingham County 100
    The Community Foundation of Harrisonburg and Rockingham County
    PO Box 1068
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide general support for various community needs 100
    Council of Indian Nations
    PO Box 1800
    Apache Junction,AZ85117     		None 509(a)(1) Public Cha To provide general support to preserve Native American history and culture 100
    The Dayton Cemetery of Virginia
    PO Box 383
    Dayton,VA22821     		None 509(a)(1) Public Cha To support maintenance of the cemetery 100
    Doctors Without Borders
    333 Seventh Avenue 2nd Floor
    New York,NY10001     		None 509(a)(1) Public Cha To provide support for humanitarian medical care 100
    Feeding America
    33 E Wacker Drive Suite 2000
    Chicago,IL60601     		None 509(a)(1) Public Cha To assist in providing fresh fruits and vegetables for people facing hunger 100
    FINCA
    1201 15th Street NW 8th Floor
    Washington,DC20005     		None 509(a)(1) Public Cha To provide general support to assist impoverished mothers 100
    First Step A Response to Domestic Violence
    129 Franklin Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide support for people dealing with domestic violence 200
    Francis Asbury Sunday School Class
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Carolyn Bennington (for assistance with funeral expenses) 500
    Francis Asbury Sunday School Class
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Frank P. Bontz, Jr. 500
    Francis Asbury Sunday School Class
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support for Sunday school class needs 500
    Francis Asbury Sunday School Class (Emma Phillips)
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support, including 6 level diaper cake presented for new babies born 300
    Francis Asbury Sunday School Class (Emma Phillips)
    205 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support, including 6 level diaper cake presented for new babies born 300
    Friendship Industries Inc
    801 Friendship Drive
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provide support for people with disabilities 200
    Gemeinschaft Home
    1423 Mt Clinton Pike
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provde general support 200
    George C Marshall Foundation
    PO Box 1600
    Lexington,VA24450     		None 509(a)(1) Public Cha To provde general support providing strategic vision for emerging leaders 1,000
    Harrisonburg Rescue Squad
    PO Box 1477
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide emergency medical services and transportation in memory of Ike Riddleberger 100
    Harrisonburg-Rockingham Free Clinic
    25 West Water Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support for medications & medical services for low income individuals 1,000
    Harrisonburg-Rockingham Free Clinic
    25 West Water Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support through purchases at Mardi Gras Gala auction (less value of item received) 500
    The Heritage Museum Harrisonburg-Rockingham Historical Society
    PO Box 716 382 High Street
    Dayton,VA22821     		None 509(a)(1) Public Cha To provide general support to preserve local history and culture 200
    High Point University Alumni Association
    833 Montlieu Avenue Drawer 29
    High Point,NC27262     		None 509(a)(1) Public Cha To provide general support in honor of Jessica Lynn Strickler 500
    Industrial and Commercial Ministries Inc
    57 South Main Street Suite 612
    Harrisonburg,VA228013703     		None 509(a)(1) Public Cha To provide support to help sustain and expand the ICM chaplaincy in the workplace 100
    Institute for Justice
    901 N Glebe Road Suite 900
    Arlington,VA22203     		None 509(a)(1) Public Cha To provide general support, investing in freedom, limited government and the rule of law 100
    James Madison University Foundation
    MSC 7608 Alumnae Hall 208
    Harrisonburg,VA22807     		None 509(a)(1) Public Cha To support related to financial aid for higher education 1,000
    James Madison University Foundation (Library Science Scholarships)
    1320 South Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Rachael M. Hollis 100
    The Kentucky Rifle Foundation
    17 Odin Court
    Columbia,SC292296510     		None 509(a)(1) Public Cha To support national firearms museum educational display 100
    Lewis Ginter Botanical Garden
    1800 Lakeside Avenue
    Richmond,VA232284700     		None 509(a)(1) Public Cha To provide general support 100
    Massanutten Regional Library
    174 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support 500
    Mercy House
    PO Box 1478
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide support for homeless families 200
    Minnesota Historical Society Library
    345 W Kellogg Blvd
    St Paul,MN55102     		None 509(a)(1) Public Cha To provide general support 252
    Mission of Hope Bolivia
    PO Box 103
    Charlottesville,VA22902     		None 509(a)(1) Public Cha To provide general support for medical clinics 100
    Mount Crawford Area Community Park Fund
    PO Box 44
    Mt Crawford,VA22841     		None 509(a)(1) Public Cha In memory of James R. DePoy 100
    Oglala Lakota College
    537 Piya Wiconi Road
    Kyle,SD577520490     		None 509(a)(1) Public Cha To provide scholarships for Lakota Nation students 100
    Operation Smile
    3641 Faculty Blvd
    Virginia Beach,VA23453     		None 509(a)(1) Public Cha To provide general support for children born with cleft lips or cleft palates 100
    Plains District Memorial Museum
    PO Box 601 176 North Main Street
    Timberville,VA22853     		None 509(a)(1) Public Cha To provide general support for museum 100
    Rikki's Refuge & Animal Sanctuary
    PO Box 1357
    Orange,VA22960     		None 509(a)(1) Public Cha In memory of Joe M. Brock 50
    Roberta Webb Child Care Center
    400 Kelley Street
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provide general support for child care center and pre-school 100
    Rockingham County Fair Association
    4808 South Valley Pike
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support through donation of items for fair 519
    Rockingham County Fair Association
    4808 South Valley Pike
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support through donation of fabricated Rocco aluminum sign for fair 226
    Rockingham Memorial Hospital Foundation
    2010 Health Campus Drive
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha Endowment for Dr. & Mrs. Charles Marion Strickler 500
    Rockingham Memorial Hospital Foundation - Hahn Cancer Center
    2010 Health Campus Drive
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha In memory of Barbara J. Riddleberger 100
    The Salvation Army
    PO Box 468
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide support for Christmas 500
    Scenic Virginia
    4 East Main Street Suite 2A
    Richmond,VA23219     		None 509(a)(1) Public Cha To preserve, protect an enhance the scenic beauty of Virginia 100
    Shenandoah Valley Bach Festival
    1200 Park Road
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To support the music festival 100
    Shenandoah Valley Battlefields Foundation
    PO Box 897
    New Market,VA22844     		None 509(a)(1) Public Cha To promote preservation of Civil War battlefields 100
    Shenandoah Valley Children's Choir
    EMU 1200 Park Road
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provide general support for music concerts 100
    Singers Glen Fire Department
    PO Box 373
    Singers Glen,VA22850     		None 509(a)(1) Public Cha In memory of Franklin L. Reedy 100
    Singers Glen Rescue Squad
    PO Box 75
    Singers Glen,VA22850     		None 509(a)(1) Public Cha In memory of Franklin L. Reedy 100
    Skyline Literacy
    975 S High St
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support for local tutors teaching those who cannot read 200
    Spottswood High School Band Program
    368 Blazer Dr
    Penn Laird,VA22846     		None 509(a)(1) Public Cha To provide general support for band program 100
    St Luke Lutheran Church
    6457 Leaksville Rd
    Stanley,VA22851     		None 509(a)(1) Public Cha In memory of Lynn R. Keyser 100
    St Mary Lutheran Church Building Fund
    PO Box 43
    Mt Jackson,VA22842     		None 509(a)(1) Public Cha In memory of Guy Granville Getz 100
    Still Meadows Enrichment Center and Camp
    11992 Hollar School Road
    Linville,VA22834     		None 509(a)(1) Public Cha To promote programs for disabled children 100
    Sunnyside Communities
    600 University Boulevard Suite L
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide care for older adults 500
    United Methodist Family Services
    3900 West Broad Street
    Richmond,VA23230     		None 509(a)(1) Public Cha To provide general support to families in need 200
    United Way of Harrisonburg and Rockingham County
    PO Box 326
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To support community programs 500
    Virginia Menonite Retirement Community Inc
    1501 Virginia Avenue
    Harrisonburg,VA22802     		None 509(a)(1) Public Cha To provide general support - Good Samaritan Fund (in honor of Jeanie Newman Bontz) 500
    Virginia Quilt Museum
    301 S Main Street
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general support 100
    Virginia State Police Association
    6944 Forest Hill Avenue
    Richmond,VA23225     		None 509(a)(1) Public Cha To support VA State Police programs 50
    Virginia Tech Foundation Inc
    902 Prices Fork Road
    Blacksburg,VA24061     		None 509(a)(1) Public Cha To provide general support - in honor of cadet Samuel McBride Strickler 1,000
    Washington National Cathedral
    Massachussetts and Wisconsin
    Avenues NW
    Washington,DC200165098     		None 509(a)(1) Public Cha To provide general support for the Cathedral's operations 100
    Wilmington College
    1870 Quaker Way
    Wilmington,OH45177     		None 509(a)(1) Public Cha To provide support for Sciences and Agriculture Campaign 1,000
    WMRA WEMC National Public Radio
    963 Reservoir Street
    Harrisonburg,VA228014350     		None 509(a)(1) Public Cha To provide general support for public radio 100
    WVPT (Public Television)
    847 Martin Luther King Jr Way
    Harrisonburg,VA22801     		None 509(a)(1) Public Cha To provide general supprt for public television 200
    Young Life
    PO Box 1433
    Harrisonburg,VA22803     		None 509(a)(1) Public Cha To provide general support for youth programs 200
    Charitable Contrib from Publicly Traded P'ship Sch K-1 (AllianceBernstein)
    1345 Avenue of the Americas
    New York,NY10105     		None 509(a)(1) Public Cha from 2014 Schedule K-1 (Form 1065) 1
    Charitable Contrib from Publicly Traded P'ship Sch K-1 (Alliance Resource)
    PO Box 22027
    Tulsa,OK741212027     		None 509(a)(1) Public Cha from 2014 Schedule K-1 (Form 1065) 2
    Total .................................bullet 3a 44,450
    bApproved for future payment
    Total .................................bullet 3b 0
    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 35  
    4 Dividends and interest from securities....     14 22,258  
    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.....     15 313  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 224,756  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aNet ordinary income (loss) from publicly traded partnerships 211110 -454      
    bOrdinary income from sale of PTPs 211110 852      
    cSection 1231 Gain (Loss) from PTPs 211110 48      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 446 247,362 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13247,808
    (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 Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Preparation of tax returns 5,000 0   5,000

    TY 2014 AppliedToPriorYearElection
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Election:
    Pursuant to IRC Section 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending December 31, 2008.Signed:_________________________________________ Date: ________________Robert H. Strickler, President and Director

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Marketable equity securities 0 0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Publicly traded partnership AT COST 0 0

    TY 2014 OtherDecreasesSchedule
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management fees 9,282 9,282   0
    Royalty deductions from K-1 (PTP) - The Blackstone Group, L.P. 3 3   0
    2% Portfilio deductions from K-1 (PTP) - The Blackstone Group, L.P. 5 5   0
    Annual SCC registration fees 25 0   25


    TY 2014 OtherIncomeSchedule2
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Interest income from K-1 (PTP) - AllianceBernstein Holding, L.P. 2 2 2
    Interest income from K-1 (PTP) - Alliance Resource Partners, L.P. 4 4 4
    Interest income from K-1 (PTP) - The Blackstone Group, L.P. 39 39 39
    Interest income from K-1 (PTP) - Fortress Investment Group, L.L.C. 78 78 78
    Dividend income from K-1 (PTP) - AllianceBernstein Holding, L.P. 6 6 6
    Dividend income from K-1 (PTP) - The Blackstone Group, L.P. 178 178 178
    Royalty income from K-1 (PTP) (The Blackstone Group, L.P.) 6 6 6
    Net ordinary income (loss) from publicly traded partnerships -454   -454
    Ordinary income from sale of PTPs 852   852
    Section 1231 Gain (Loss) from PTPs 48   48


    TY 2014 OtherIncreasesSchedule
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Description Amount
       
       
       


    TY 2014 TaxesSchedule
    Name:
    The Robert Hopkins and Lorraine Warren
    Strickler Foundation
    EIN: 31-1815894
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes withheld from dividends 641 641   0
    VA state income taxes paid - balance due with prior year return 68 68   0
    VA state income taxes paid - 2014 estimated tax payments 68 68   0
    2014 federal estimated income tax payments 9,920 0   0
    2013 federal income tax payments - balance due with PY return (990-PF) 8,182 0   0
    2013 federal income tax payments - balance due with PY return (990-T) 170 0   0