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 & MARY STOTT FOUNDATION INC
C/O DONALD B STOTT

Number and street (or P.O. box number if mail is not delivered to street address)1328 LAKE WORTH LANE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH PALM BEACH, FL33408
A Employer identification number

20-2807705
B Telephone number (see instructions)

(561) 775-9760
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$1,057,276
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      
4 Dividends and interest from securities...... 13,477 13,477  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -4,448
b Gross sales price for all assets on line 6a 13,142,907
7 Capital gain net income (from Part IV, line 2)... 0
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........ 9,029 13,477  
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)....... 13,600 6,800   6,800
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,511 655   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,284 8,229   55
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,395 15,684   6,855
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 25,395 15,684   6,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,366
b Net investment income (if negative, enter -0-) 0
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.......... 513,821 245,676 245,676
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)      
b Investments—corporate stock (attach schedule)........ 562,999 Click to see attachment814,778 811,600
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 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) 1,076,820 1,060,454 1,057,276
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,076,820 1,060,454
30 Total net assets or fund balances (see instructions)...... 1,076,820 1,060,454
31 Total liabilities and net assets/fund balances (see instructions).. 1,076,820 1,060,454
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 1,076,820
2 Enter amount from Part I, line 27a..................... 2 -16,366
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,060,454
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,060,454
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 750 SHARES 3M COMPANY   2014-09-08 2014-09-09
b 5000 SHARES ADVANCED MICRO DEVICES INC COM   2013-12-10 2014-01-28
c 100 SHARES ADVANCED MICRO DEVICES INC COM   2013-12-10 2014-01-24
d 4900 SHARES ADVANCED MICRO DEVICES INC COM   2013-12-10 2014-01-24
e 100 SHARES AMAZON.COM INC   2014-02-05 2014-02-28
100 SHARES AMAZON.COM INC   2014-02-26 2014-02-28
200 SHARES AMAZON.COM INC   2014-02-26 2014-02-28
100 SHARES AMAZON.COM INC   2014-01-30 2014-02-20
100 SHARES AMAZON.COM INC (WASH SALE)      
100 SHARES AMAZON.COM INC   2014-01-30 2014-02-12
100 SHARES AMAZON.COM INC (WASH SALE)      
100 SHARES AMAZON.COM INC   2014-01-30 2014-02-04
100 SHARES AMAZON.COM INC (WASH SALE)      
100 SHARES AMERICAN AIRLINES GROUP INC   2014-06-04 2014-06-26
900 SHARES AMERICAN AIRLINES GROUP INC   2014-06-04 2014-06-26
1000 SHARES AMERICAN AIRLINES GROUP INC   2014-06-04 2014-06-17
1000 SHARES AMERICAN AIRLINES GROUP INC (WASH SALE)      
500 SHARES AMGEN INC   2014-08-14 2014-10-13
500 SHARES AMGEN INC   2014-08-14 2014-09-22
100 SHARES AMGEN INC   2014-01-23 2014-03-06
50 SHARES AMGEN INC   2014-01-23 2014-03-06
350 SHARES AMGEN INC   2014-01-24 2014-03-06
250 SHARES AMGEN INC   2014-01-23 2014-02-26
100 SHARES ANTHEM INC COM   2014-06-23 2014-08-11
400 SHARES ANTHEM INC COM   2014-06-23 2014-08-11
200 SHARES ANTHEM INC COM   2014-02-07 2014-08-07
300 SHARES ANTHEM INC COM   2014-02-07 2014-08-07
100 SHARES ANTHEM INC COM   2014-02-06 2014-04-04
400 SHARES ANTHEM INC COM   2014-02-06 2014-04-04
250 SHARES ANTHEM INC COM   2013-04-05 2014-02-19
250 SHARES ANTHEM INC COM   2013-04-05 2014-02-14
250 SHARES BAIDU INC SPON ADR   2014-08-03 2014-08-15
500 SHARES BAIDU INC SPON ADR   2014-07-28 2014-07-31
500 SHARES BAIDU INC SPON ADR (WASH SALE)      
200 SHARES BAIDU INC SPON ADR   2014-02-28 2014-03-19
200 SHARES BAIDU INC SPON ADR (WASH SALE)      
200 SHARES BAIDU INC SPON ADR   2014-02-28 2014-03-19
200 SHARES BAIDU INC SPON ADR   2014-02-28 2014-03-17
200 SHARES BAIDU INC SPON ADR (WASH SALE)      
2000 SHARES BANCO SANTANDER SA ADR   2014-11-10 2014-11-11
100 SHARES BANCO SANTANDER SA ADR   2014-09-29 2014-11-10
2900 SHARES BANCO SANTANDER SA ADR   2014-09-29 2014-11-10
1000 SHARES BANCO SANTANDER SA ADR   2014-10-13 2014-11-10
2000 SHARES BANCO SANTANDER SA ADR   2014-10-13 2014-11-10
1884 SHARES BANCO SANTANDER SA ADR   2014-01-08 2014-04-11
100 SHARES BANCO SANTANDER SA ADR   2014-01-13 2014-04-11
2900 SHARES BANCO SANTANDER SA ADR   2014-01-13 2014-04-11
116 SHARES BANCO SANTANDER SA ADR   2014-02-12 2014-04-11
3116 SHARES BANCO SANTANDER SA ADR   2014-01-08 2014-04-03
100 SHARES BANK NEW YORK MELLON CORP   2014-05-08 2014-05-15
400 SHARES BANK NEW YORK MELLON CORP   2014-05-08 2014-05-15
1500 SHARES BANK NEW YORK MELLON CORP   2014-05-08 2014-05-15
2000 SHARES BANK OF AMERICA CORP   2014-12-05 2014-12-19
2000 SHARES BANK OF AMERICA CORP (WASH SALE)      
500 SHARES BANK OF AMERICA CORP   2014-12-05 2014-12-18
500 SHARES BANK OF AMERICA CORP (WASH SALE)      
1500 SHARES BANK OF AMERICA CORP   2014-09-08 2014-10-13
1500 SHARES BANK OF AMERICA CORP   2014-09-08 2014-10-01
2000 SHARES BANK OF AMERICA CORP   2013-10-22 2014-02-18
2000 SHARES BANK OF AMERICA CORP   2014-01-31 2014-02-18
100 SHARES BANK OF AMERICA CORP   2013-04-05 2014-02-13
900 SHARES BANK OF AMERICA CORP   2013-04-05 2014-02-13
1000 SHARES BANK OF AMERICA CORP   2013-10-18 2014-02-13
100 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-10-01
100 SHARES BIODELIVERY SCIENCESINTL INC (WASH SALE)      
400 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-10-01
100 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-10-01
112 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-16 2014-10-01
788 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-16 2014-10-01
100 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-22
1400 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-22
100 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-08
100 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-08
300 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-08
500 SHARES BIODELIVERY SCIENCESINTL INC   2014-09-05 2014-09-08
300 SHARES BIOGEN IDEC INC   2014-07-02 2014-07-15
475 SHARES BP PLC ADR   2014-05-07 2014-07-29
525 SHARES BP PLC ADR   2014-05-07 2014-07-29
100 SHARES BP PLC ADR   2014-01-27 2014-03-05
900 SHARES BP PLC ADR   2014-01-27 2014-03-05
100 SHARES BP PLC ADR   2013-11-15 2014-01-13
900 SHARES BP PLC ADR   2013-11-15 2014-01-13
1000 SHARES BRISTOL MYERS SQUIBB   2014-05-06 2014-05-22
208 SHARES BRISTOL MYERS SQUIBB   2014-05-06 2014-05-21
792 SHARES BRISTOL MYERS SQUIBB   2014-05-06 2014-05-21
100 SHARES BRISTOL MYERS SQUIBB   2014-03-04 2014-03-18
100 SHARES BRISTOL MYERS SQUIBB (WASH SALE)      
100 SHARES BRISTOL MYERS SQUIBB   2014-03-04 2014-03-18
100 SHARES BRISTOL MYERS SQUIBB (WASH SALE)      
800 SHARES BRISTOL MYERS SQUIBB   2014-03-04 2014-03-18
100 SHARES BRISTOL MYERS SQUIBB   2014-03-04 2014-03-18
300 SHARES BRISTOL MYERS SQUIBB   2014-03-05 2014-03-18
100 SHARES BRISTOL MYERS SQUIBB   2014-03-04 2014-03-18
100 SHARES BRISTOL MYERS SQUIBB   2014-03-18 2014-03-18
300 SHARES BRISTOL MYERS SQUIBB   2014-03-18 2014-03-18
600 SHARES BRISTOL MYERS SQUIBB   2014-03-18 2014-03-18
1000 SHARES CABOT OIL & GAS CP COM   2014-02-05 2014-02-13
1000 SHARES CABOT OIL & GAS CP COM   2014-02-06 2014-02-13
200 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-28
300 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-28
80 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
20 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
400 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
70 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
430 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
1000 SHARES CALLON PETROLEUM CORP   2014-05-07 2014-07-28
100 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-11
1200 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-11
100 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-11
1100 SHARES CALLON PETROLEUM CORP   2014-05-06 2014-07-11
500 SHARES CAPITAL ONE FINANCIAL CORP   2014-03-21 2014-04-03
200 SHARES CARMAX INC   2014-09-29 2014-10-23
200 SHARES CARMAX INC (WASH SALE)      
300 SHARES CARMAX INC   2014-09-29 2014-10-23
300 SHARES CARMAX INC (WASH SALE)      
100 SHARES CARMAX INC   2014-09-29 2014-10-23
100 SHARES CARMAX INC (WASH SALE)      
100 SHARES CARMAX INC   2014-09-29 2014-10-23
300 SHARES CARMAX INC   2014-09-29 2014-10-23
CARMAX INC (WASH SALE)      
100 SHARES CARMAX INC   2014-10-14 2014-10-23
100 SHARES CARMAX INC   2014-09-29 2014-10-23
CARMAX INC (WASH SALE)      
300 SHARES CARMAX INC   2014-09-29 2014-10-23
100 SHARES CARMAX INC   2014-09-29 2014-10-23
200 SHARES CARMAX INC   2014-10-17 2014-10-23
200 SHARES CARMAX INC   2014-10-14 2014-10-23
500 SHARES CERNER CORP   2014-03-01 2014-04-08
250 SHARES CERNER CORP   2014-03-01 2014-04-08
300 SHARES CERNER CORP   2014-03-01 2014-04-07
300 SHARES CERNER CORP   2014-03-01 2014-04-07
100 SHARES CERNER CORP   2014-03-01 2014-04-07
CERNER CORP (WASH SALE)      
50 SHARES CERNER CORP   2014-03-01 2014-04-07
100 SHARES CERNER CORP   2014-02-20 2014-03-26
100 SHARES CERNER CORP (WASH SALE)      
300 SHARES CERNER CORP   2014-02-20 2014-03-26
300 SHARES CERNER CORP (WASH SALE)      
100 SHARES CERNER CORP   2014-02-20 2014-03-26
100 SHARES CERNER CORP (WASH SALE)      
100 SHARES CERNER CORP   2014-02-20 2014-03-26
100 SHARES CERNER CORP (WASH SALE)      
100 SHARES CERNER CORP   2014-02-20 2014-03-26
100 SHARES CERNER CORP (WASH SALE)      
100 SHARES CERNER CORP   2014-02-20 2014-03-26
100 SHARES CERNER CORP (WASH SALE)      
200 SHARES CERNER CORP   2014-02-20 2014-03-26
200 SHARES CERNER CORP (WASH SALE)      
481 SHARES CERNER CORP   2014-02-20 2014-03-25
481 SHARES CERNER CORP (WASH SALE)      
19 SHARES CERNER CORP   2014-02-20 2014-03-25
19 SHARES CERNER CORP (WASH SALE)      
500 SHARES CHICAGO BRIDGE & IRON COMPANY   2014-03-18 2014-04-11
500 SHARES CHICAGO BRIDGE & IRON COMPANY   2013-11-19 2014-02-03
100 SHARES CIENA CORP COM   2014-03-25 2014-03-26
300 SHARES CIENA CORP COM   2014-03-25 2014-03-26
300 SHARES CIENA CORP COM   2014-03-25 2014-03-26
1000 SHARES CIENA CORP COM   2014-03-25 2014-03-26
2300 SHARES CIENA CORP COM   2014-03-25 2014-03-26
1000 SHARES CIENA CORP COM   2014-01-08 2014-01-13
100 SHARES CONCHO RES INC   2014-10-30 2014-11-20
300 SHARES CONCHO RES INC   2014-10-30 2014-11-20
100 SHARES CONCHO RES INC   2014-10-30 2014-11-20
136 SHARES CONCHO RES INC   2014-10-14 2014-10-21
136 SHARES CONCHO RES INC (WASH SALE)      
364 SHARES CONCHO RES INC   2014-10-14 2014-10-21
364 SHARES CONCHO RES INC (WASH SALE)      
100 SHARES CONCHO RES INC   2014-04-24 2014-08-01
200 SHARES CONCHO RES INC   2014-04-24 2014-08-01
200 SHARES CONCHO RES INC   2014-04-24 2014-08-01
200 SHARES CONCHO RES INC   2014-03-27 2014-04-08
200 SHARES CONCHO RES INC (WASH SALE)      
200 SHARES CONCHO RES INC   2014-03-27 2014-04-08
200 SHARES CONCHO RES INC (WASH SALE)      
100 SHARES CONCHO RES INC   2014-03-27 2014-04-08
100 SHARES CONCHO RES INC (WASH SALE)      
600 SHARES DEUTSCHE BANK AG   2014-01-15 2014-02-03
600 SHARES DEUTSCHE BANK AG (WASH SALE)      
400 SHARES DEUTSCHE BANK AG   2014-01-15 2014-02-03
200 SHARES DEUTSCHE BANK AG   2014-01-15 2014-02-03
300 SHARES DEUTSCHE BANK AG   2014-01-15 2014-02-03
500 SHARES DEUTSCHE BANK AG   2014-01-08 2014-01-14
500 SHARES DIAMONDBACK ENERGY INC   2014-12-17 2014-12-22
100 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-20
400 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-20
98 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-14
2 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-14
DIAMONDBACK ENERGY INC (WASH SALE)      
400 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-14
2 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-11
DIAMONDBACK ENERGY INC (WASH SALE)      
98 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-11
DIAMONDBACK ENERGY INC (WASH SALE)      
398 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-11
2 SHARES DIAMONDBACK ENERGY INC   2014-10-14 2014-11-11
DIAMONDBACK ENERGY INC (WASH SALE)      
216 SHARES DRYSHIPS INC COM   2014-01-03 2014-04-11
399 SHARES DRYSHIPS INC COM   2014-01-03 2014-04-11
497 SHARES DRYSHIPS INC COM   2014-01-03 2014-04-11
888 SHARES DRYSHIPS INC COM   2014-01-03 2014-04-11
3000 SHARES DRYSHIPS INC COM   2014-01-03 2014-04-11
500 SHARES DU PONT E I DE NEMOURS & CO   2014-04-22 2014-07-01
500 SHARES DU PONT E I DE NEMOURS & CO   2014-04-22 2014-06-26
400 SHARES DU PONT E I DE NEMOURS & CO   2013-12-03 2014-04-11
100 SHARES DU PONT E I DE NEMOURS & CO   2014-01-06 2014-04-11
400 SHARES DU PONT E I DE NEMOURS & CO   2013-11-20 2014-04-11
100 SHARES DU PONT E I DE NEMOURS & CO   2014-01-24 2014-04-11
100 SHARES DU PONT E I DE NEMOURS & CO   2013-11-04 2014-02-04
400 SHARES DU PONT E I DE NEMOURS & CO   2013-11-20 2014-02-04
400 SHARES DU PONT E I DE NEMOURS & CO (WASH SALE)      
200 SHARES EMERGE ENERGY SVCS LP   2014-11-12 2014-12-15
150 SHARES EMERGE ENERGY SVCS LP   2014-11-12 2014-12-08
101 SHARES EMERGE ENERGY SVCS LP   2014-11-12 2014-11-28
49 SHARES EMERGE ENERGY SVCS LP   2014-11-12 2014-11-28
250 SHARES FACEBOOK INC COM   2014-07-21 2014-08-20
250 SHARES FACEBOOK INC COM   2014-06-10 2014-08-11
250 SHARES FACEBOOK INC COM   2014-07-21 2014-08-11
250 SHARES FACEBOOK INC COM   2014-06-10 2014-07-23
250 SHARES FACEBOOK INC COM   2014-06-10 2014-07-23
500 SHARES FACEBOOK INC COM   2014-06-10 2014-07-08
500 SHARES FACEBOOK INC COM (WASH SALE)      
250 SHARES FACEBOOK INC COM   2014-06-10 2014-07-08
250 SHARES FACEBOOK INC COM (WASH SALE)      
500 SHARES FEDEX CORP COM   2014-06-18 2014-06-26
163 SHARES FIREEYE INC COM   2014-04-15 2014-06-26
200 SHARES FIREEYE INC COM   2014-05-11 2014-06-26
137 SHARES FIREEYE INC COM   2014-05-12 2014-06-26
2 SHARES FIREEYE INC COM   2014-04-15 2014-05-23
2 SHARES FIREEYE INC COM (WASH SALE)      
161 SHARES FIREEYE INC COM   2014-04-15 2014-05-23
161 SHARES FIREEYE INC COM (WASH SALE)      
337 SHARES FIREEYE INC COM   2014-04-15 2014-05-23
300 SHARES FIREEYE INC COM   2014-04-09 2014-05-06
300 SHARES FIREEYE INC COM (WASH SALE)      
200 SHARES FIREEYE INC COM   2014-04-09 2014-05-06
200 SHARES FIREEYE INC COM (WASH SALE)      
200 SHARES FIREEYE INC COM   2014-05-05 2014-05-06
300 SHARES FIREEYE INC COM   2014-04-09 2014-05-06
FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
100 SHARES FIREEYE INC COM (WASH SALE)      
250 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
150 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
FIREEYE INC COM (WASH SALE)      
150 SHARES FIREEYE INC COM   2014-03-21 2014-03-26
250 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
100 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
FIREEYE INC COM (WASH SALE)      
400 SHARES FIREEYE INC COM   2014-03-12 2014-03-26
100 SHARES FIREEYE INC COM   2014-03-24 2014-03-26
100 SHARES FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
100 SHARES FIREEYE INC COM (WASH SALE)      
250 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
250 SHARES FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
150 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
50 SHARES FIREEYE INC COM   2014-03-11 2014-03-20
FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-17
100 SHARES FIREEYE INC COM (WASH SALE)      
150 SHARES FIREEYE INC COM   2014-03-11 2014-03-17
150 SHARES FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-14
100 SHARES FIREEYE INC COM (WASH SALE)      
400 SHARES FIREEYE INC COM   2014-03-11 2014-03-14
400 SHARES FIREEYE INC COM (WASH SALE)      
100 SHARES FIREEYE INC COM   2014-03-11 2014-03-13
99 SHARES FIREEYE INC COM   2014-03-11 2014-03-13
1 SHARES FIREEYE INC COM   2014-03-11 2014-03-13
50 SHARES FIREEYE INC COM   2014-03-11 2014-03-13
500 SHARES FIRST SOLAR INC COM   2014-05-07 2014-05-15
500 SHARES FIRST SOLAR INC COM   2014-04-04 2014-04-04
500 SHARES FIRST SOLAR INC COM   2014-04-04 2014-04-04
100 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-26
400 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-26
100 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-20
60 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-20
140 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-20
200 SHARES FIRST SOLAR INC COM   2014-03-18 2014-03-20
900 SHARES FIRST TR ISE GLOBAL WIND ENERGY INDEX   2014-12-26 2014-12-26
1100 SHARES FIRST TR ISE GLOBAL WIND ENERGY INDEX   2014-12-26 2014-12-26
500 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-30
100 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-30
100 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-30
175 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-30
625 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-30
100 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-25
100 SHARES FLOTEK INDS INC DEL (WASH SALE)      
100 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-25
100 SHARES FLOTEK INDS INC DEL (WASH SALE)      
175 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-25
100 SHARES FLOTEK INDS INC DEL (WASH SALE)      
1125 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-25
1125 SHARES FLOTEK INDS INC DEL (WASH SALE)      
200 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-08
200 SHARES FLOTEK INDS INC DEL (WASH SALE)      
1800 SHARES FLOTEK INDS INC DEL   2014-06-12 2014-07-08
1800 SHARES FLOTEK INDS INC DEL (WASH SALE)      
32 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
100 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
100 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
268 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
361 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
339 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
800 SHARES FLOTEK INDS INC DEL   2014-02-18 2014-03-13
300 SHARES FLUOR CORP NEW   2014-02-26 2014-02-28
300 SHARES FLUOR CORP NEW (WASH SALE)      
300 SHARES FLUOR CORP NEW   2014-02-26 2014-02-28
100 SHARES FLUOR CORP NEW   2014-02-26 2014-02-28
300 SHARES FLUOR CORP NEW   2014-02-26 2014-02-28
100 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-10
400 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-10
100 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-07
400 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-07
100 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-04
100 SHARES FRANKLIN RES INC COM (WASH SALE)      
400 SHARES FRANKLIN RES INC COM   2013-12-18 2014-02-04
400 SHARES FRANKLIN RES INC COM (WASH SALE)      
160 SHARES GARMIN LTD COM CHF10.00   2014-09-09 2014-10-16
300 SHARES GARMIN LTD COM CHF10.01   2014-09-09 2014-10-16
40 SHARES GARMIN LTD COM CHF10.02   2014-09-09 2014-10-16
500 SHARES GARMIN LTD COM CHF10.03   2014-09-09 2014-10-16
1 SHARES GARMIN LTD COM CHF10.04   2014-09-08 2014-09-29
132 SHARES GARMIN LTD COM CHF10.05   2014-09-08 2014-09-29
335 SHARES GARMIN LTD COM CHF10.06   2014-09-08 2014-09-29
532 SHARES GARMIN LTD COM CHF10.07   2014-09-08 2014-09-29
2000 SHARES GENERAL ELECTRIC CO   2014-05-12 2014-06-26
2000 SHARES GENERAL ELECTRIC CO   2014-01-31 2014-04-11
250 SHARES GILEAD SCIENCES INC   2014-08-14 2014-09-17
250 SHARES GILEAD SCIENCES INC   2014-08-14 2014-09-17
250 SHARES GILEAD SCIENCES INC   2014-09-05 2014-09-17
250 SHARES GILEAD SCIENCES INC   2014-08-14 2014-08-22
185 SHARES GILEAD SCIENCES INC   2014-07-02 2014-08-11
65 SHARES GILEAD SCIENCES INC   2014-07-02 2014-08-11
250 SHARES GILEAD SCIENCES INC   2014-07-02 2014-08-01
500 SHARES GILEAD SCIENCES INC   2014-06-30 2014-07-25
750 SHARES GILEAD SCIENCES INC   2014-04-30 2014-06-20
750 SHARES GILEAD SCIENCES INC   2014-04-30 2014-06-18
500 SHARES GILEAD SCIENCES INC   2014-02-18 2014-03-04
100 SHARES GOOGLE INC CL A   2014-02-13 2014-03-24
100 SHARES GOOGLE INC CL A (WASH SALE)      
100 SHARES GOOGLE INC CL A   2014-02-13 2014-03-24
100 SHARES GOOGLE INC CL A   2014-02-13 2014-03-24
200 SHARES GOOGLE INC CL A   2014-03-24 2014-03-24
100 SHARES GOOGLE INC CL A   2014-02-13 2014-03-17
100 SHARES GOOGLE INC CL A (WASH SALE)      
27 SHARES GOOGLE INC CL A   2014-01-24 2014-02-19
73 SHARES GOOGLE INC CL A   2014-01-24 2014-02-19
100 SHARES GOOGLE INC CL A   2014-02-03 2014-02-19
100 SHARES GOOGLE INC CL A   2014-04-22 2014-07-15
2458 SHARES GT ADVANCED TECHNOLOGIES INC COM   2014-08-15 2014-08-22
42 SHARES GT ADVANCED TECHNOLOGIES INC COM   2014-08-15 2014-08-22
500 SHARES GW PHARMACEUTICALS PLC   2014-11-12 2014-12-01
100 SHARES GW PHARMACEUTICALS PLC   2014-07-17 2014-09-03
400 SHARES GW PHARMACEUTICALS PLC   2014-08-01 2014-09-03
100 SHARES GW PHARMACEUTICALS PLC   2014-07-02 2014-08-22
100 SHARES GW PHARMACEUTICALS PLC   2014-07-15 2014-08-22
300 SHARES GW PHARMACEUTICALS PLC   2014-07-17 2014-08-22
100 SHARES GW PHARMACEUTICALS PLC   2014-07-02 2014-08-18
100 SHARES GW PHARMACEUTICALS PLC (WASH SALE)      
200 SHARES GW PHARMACEUTICALS PLC   2014-07-10 2014-08-18
200 SHARES GW PHARMACEUTICALS PLC   2014-07-15 2014-08-18
500 SHARES HALLIBURTON CO HOLDING CO   2014-03-24 2014-04-11
500 SHARES HALLIBURTON CO HOLDING CO   2014-03-24 2014-04-08
100 SHARES HALLIBURTON CO HOLDING CO   2013-10-10 2014-01-13
500 SHARES HALLIBURTON CO HOLDING CO   2013-10-18 2014-01-13
400 SHARES HALLIBURTON CO HOLDING CO   2013-10-18 2014-01-13
200 SHARES HI-CRUSH PARTNERS LP   2014-11-12 2014-12-15
150 SHARES HI-CRUSH PARTNERS LP   2014-11-12 2014-12-11
150 SHARES HI-CRUSH PARTNERS LP   2014-11-12 2014-11-28
2 SHARES HOME DEPOT INC   2014-08-19 2014-09-22
498 SHARES HOME DEPOT INC   2014-08-19 2014-09-22
500 SHARES IROBOT CORP COM   2014-09-29 2014-10-15
100 SHARES IROBOT CORP COM   2014-10-01 2014-10-15
900 SHARES IROBOT CORP COM   2014-10-01 2014-10-15
750 SHARES IROBOT CORP COM   2014-03-21 2014-04-11
1000 SHARES IROBOT CORP COM   2014-03-21 2014-04-07
1000 SHARES IROBOT CORP COM (WASH SALE)      
250 SHARES IROBOT CORP COM   2014-03-21 2014-04-07
500 SHARES IROBOT CORP COM   2014-02-18 2014-04-03
500 SHARES IROBOT CORP COM   2014-03-13 2014-04-03
500 SHARES IROBOT CORP COM   2014-02-18 2014-03-25
500 SHARES IROBOT CORP COM (WASH SALE)      
100 SHARES IROBOT CORP COM   2014-02-18 2014-03-19
200 SHARES IROBOT CORP COM   2014-02-18 2014-03-19
200 SHARES IROBOT CORP COM   2014-02-18 2014-03-19
100 SHARES IROBOT CORP COM   2014-02-13 2014-03-17
100 SHARES IROBOT CORP COM   2014-02-13 2014-03-17
300 SHARES IROBOT CORP COM   2014-02-13 2014-03-17
100 SHARES ISHARES CHINA LARGE CAP ETF   2013-11-18 2014-01-03
900 SHARES ISHARES CHINA LARGE CAP ETF   2013-11-18 2014-01-03
300 SHARES ISHARES MSCI BRAZIL ETF   2014-12-16 2014-12-18
200 SHARES ISHARES MSCI BRAZIL ETF   2014-12-16 2014-12-18
500 SHARES ISHARES MSCI BRAZIL ETF   2014-07-21 2014-09-22
500 SHARES ISHARES MSCI BRAZIL ETF   2014-07-21 2014-09-17
500 SHARES ISHARES MSCI BRAZIL ETF   2014-08-18 2014-09-17
500 SHARES ISHARES MSCI BRAZIL ETF (WASH SALE)      
500 SHARES ISHARES MSCI BRAZIL ETF   2014-07-21 2014-09-03
500 SHARES ISHARES MSCI BRAZIL ETF   2014-07-21 2014-08-22
500 SHARES ISHARES MSCI BRAZIL ETF (WASH SALE)      
500 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-12-16 2014-12-29
133 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-09-22
367 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-08-18 2014-09-22
67 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-07-06 2014-09-22
133 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-09-03 2014-09-22
300 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-07-06 2014-09-22
100 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
100 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
33 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
34 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
67 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
67 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
234 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
33 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
33 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-24 2014-08-22
ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
200 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-06 2014-07-31
300 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-06 2014-07-31
500 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-06 2014-07-31
500 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
500 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX   2014-06-06 2014-06-26
500 SHARES ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX (WASH SALE)      
400 SHARES ISHARES MSCI SOUTH KOREA CAPPED ETF   2014-12-16 2014-12-29
100 SHARES ISHARES MSCI SOUTH KOREA CAPPED ETF   2014-12-16 2014-12-29
500 SHARES ISHARES MSCI SOUTH KOREA CAPPED ETF   2014-12-16 2014-12-22
500 SHARES ISHARES MSCI SOUTH KOREA CAPPED ETF (WASH SALE)      
500 SHARES JOHNSON & JOHNSON   2014-03-24 2014-04-11
750 SHARES JOHNSON & JOHNSON   2014-04-09 2014-04-11
1000 SHARES JPMORGAN CHASE & CO   2014-12-05 2014-12-10
1000 SHARES JPMORGAN CHASE & CO (WASH SALE)      
200 SHARES JPMORGAN CHASE & CO   2014-09-23 2014-10-01
800 SHARES JPMORGAN CHASE & CO   2014-09-23 2014-10-01
1000 SHARES JPMORGAN CHASE & CO   2014-02-28 2014-03-11
2500 SHARES KCG HLDGS INC COM USD0.01   2014-09-09 2014-10-16
100 SHARES KCG HLDGS INC COM USD0.02   2014-09-09 2014-10-16
400 SHARES KCG HLDGS INC COM USD0.03   2014-09-09 2014-10-16
100 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-03 2014-03-26
25 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-03 2014-03-26
375 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-03 2014-03-26
250 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-21 2014-03-26
350 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-03-18 2014-03-26
400 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-03-18 2014-03-26
250 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-03 2014-03-06
250 SHARES KRANESHARES TR CSI CHINA INTERNET ETF   2014-01-03 2014-02-26
100 SHARES M & T BANK CORP   2014-03-21 2014-04-03
100 SHARES M & T BANK CORP   2014-03-21 2014-04-03
200 SHARES M & T BANK CORP   2014-03-21 2014-04-03
400 SHARES M & T BANK CORP   2014-03-21 2014-04-03
100 SHARES M & T BANK CORP   2014-03-21 2014-04-03
100 SHARES M & T BANK CORP   2014-03-21 2014-04-03
1000 SHARES MACYS INC COM   2014-12-11 2014-12-30
500 SHARES MALLINCKRODT PLC   2014-05-28 2014-07-08
500 SHARES MALLINCKRODT PLC   2014-05-28 2014-07-02
100 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-26
100 SHARES MALLINCKRODT PLC (WASH SALE)      
327 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-26
327 SHARES MALLINCKRODT PLC (WASH SALE)      
73 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-26
73 SHARES MALLINCKRODT PLC (WASH SALE)      
400 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-26
100 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-26
427 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-13
427 SHARES MALLINCKRODT PLC (WASH SALE)      
73 SHARES MALLINCKRODT PLC   2014-02-24 2014-03-13
73 SHARES MALLINCKRODT PLC (WASH SALE)      
1000 SHARES MANITOWOC INC   2014-01-29 2014-02-28
100 SHARES MANITOWOC INC   2014-01-27 2014-02-24
100 SHARES MANITOWOC INC   2014-01-27 2014-02-24
100 SHARES MANITOWOC INC   2014-01-27 2014-02-24
100 SHARES MANITOWOC INC   2014-01-27 2014-02-24
200 SHARES MANITOWOC INC   2014-01-27 2014-02-24
400 SHARES MANITOWOC INC   2014-01-27 2014-02-24
1000 SHARES MANITOWOC INC   2014-01-23 2014-01-28
1000 SHARES MANITOWOC INC (WASH SALE)      
1000 SHARES MANITOWOC INC   2014-01-23 2014-01-27
1000 SHARES MANITOWOC INC (WASH SALE)      
1000 SHARES MARKET VECTORS TR RUSSIA ETF   2014-12-19 2014-12-26
500 SHARES MARKET VECTORS TR RUSSIA ETF   2014-12-19 2014-12-22
500 SHARES MARKET VECTORS TR RUSSIA ETF   2014-12-16 2014-12-19
500 SHARES MARKET VECTORS TR RUSSIA ETF   2014-12-16 2014-12-18
500 SHARES MARTIN MARIETTA MATLS INC   2014-04-09 2014-04-11
250 SHARES MARTIN MARIETTA MATLS INC   2014-01-24 2014-04-03
250 SHARES MARTIN MARIETTA MATLS INC   2014-02-13 2014-04-03
500 SHARES MARTIN MARIETTA MATLS INC   2014-01-24 2014-04-02
200 SHARES MASCO CORP   2014-09-08 2014-09-22
1800 SHARES MASCO CORP   2014-09-08 2014-09-22
200 SHARES MEDTRONIC INC   2014-03-19 2014-04-11
300 SHARES MEDTRONIC INC   2014-03-19 2014-04-11
1000 SHARES MERCK & CO INC NEW COM   2014-01-23 2014-03-06
2000 SHARES MICROSOFT CORP   2014-03-24 2014-04-04
500 SHARES MONSANTO CO NEW   2014-05-28 2014-06-26
1000 SHARES MORGAN STANLEY   2014-03-05 2014-03-11
1000 SHARES MORGAN STANLEY   2014-01-23 2014-01-30
1500 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-20
300 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-20
1200 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-02-03 2014-02-20
100 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
100 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
300 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
300 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
300 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
100 SHARES NORDIC AMERICAN TANKERS LIMITE COM      
1300 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
1300 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
300 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
700 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
700 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
100 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
100 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
400 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
400 SHARES NORDIC AMERICAN TANKERS LIMITE COM (WASH SALE)      
500 SHARES NORDIC AMERICAN TANKERS LIMITE COM   2014-01-30 2014-02-11
200 SHARES NORFOLK SOUTHERN CRP   2014-09-17 2014-09-22
300 SHARES NORFOLK SOUTHERN CRP   2014-09-17 2014-09-22
500 SHARES NU SKIN ENTERPRISES INC CL A   2014-11-04 2014-12-16
500 SHARES NU SKIN ENTERPRISES INC CL A   2014-11-04 2014-12-11
100 SHARES NU SKIN ENTERPRISES INC CL A   2014-03-24 2014-04-03
100 SHARES NU SKIN ENTERPRISES INC CL A   2014-03-24 2014-04-03
100 SHARES NU SKIN ENTERPRISES INC CL A   2014-03-24 2014-04-03
100 SHARES NU SKIN ENTERPRISES INC CL A   2014-03-24 2014-04-03
100 SHARES NU SKIN ENTERPRISES INC CL A   2014-03-24 2014-04-03
200 SHARES NU SKIN ENTERPRISES INC CL A   2013-11-07 2014-01-16
300 SHARES NU SKIN ENTERPRISES INC CL A   2013-11-14 2014-01-16
500 SHARES OCWEN FINL CORP COM NEW   2013-05-24 2014-02-21
12 SHARES OPENTABLE INC COM   2014-03-18 2014-03-20
738 SHARES OPENTABLE INC COM   2014-03-18 2014-03-20
500 SHARES OPENTABLE INC COM   2014-01-08 2014-01-14
100 SHARES PALO ALTO NETWORKS INC   2014-09-16 2014-10-01
100 SHARES PALO ALTO NETWORKS INC   2014-09-16 2014-10-01
300 SHARES PALO ALTO NETWORKS INC   2014-09-16 2014-10-01
200 SHARES PALO ALTO NETWORKS INC   2014-09-02 2014-09-22
300 SHARES PALO ALTO NETWORKS INC   2014-09-02 2014-09-22
100 SHARES PALO ALTO NETWORKS INC   2014-09-02 2014-09-09
150 SHARES PALO ALTO NETWORKS INC   2014-09-02 2014-09-09
1000 SHARES PETROLEO BRASILEIRO SA PETROBRAS ADS   2014-12-16 2014-12-18
1000 SHARES PETROLEO BRASILEIRO SA PETROBRAS ADS   2014-12-16 2014-12-18
1500 SHARES PETROLEO BRASILEIRO SA PETROBRAS ADS   2014-12-17 2014-12-18
500 SHARES PETROLEO BRASILEIRO SA PETROBRAS ADS   2014-12-17 2014-12-18
2000 SHARES PFIZER INC   2014-03-04 2014-03-13
500 SHARES PIONEER NATURAL RESOURCES CO   2014-03-18 2014-03-19
50 SHARES PRICELINE GROUP INC THE   2014-07-01 2014-09-04
50 SHARES PRICELINE GROUP INC THE   2014-03-04 2014-09-04
50 SHARES PRICELINE GROUP INC THE   2014-03-04 2014-08-22
50 SHARES PRICELINE GROUP INC THE (WASH SALE)      
75 SHARES PRICELINE GROUP INC THE   2014-03-04 2014-07-15
25 SHARES PRICELINE GROUP INC THE   2014-07-01 2014-07-15
PRICELINE GROUP INC THE (WASH SALE)      
25 SHARES PRICELINE GROUP INC THE   2013-04-18 2014-07-09
75 SHARES PRICELINE GROUP INC THE   2014-03-04 2014-07-09
75 SHARES PRICELINE GROUP INC THE (WASH SALE)      
250 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-04 2014-08-27
250 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-06 2014-08-27
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-01 2014-08-22
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-01 2014-08-22
50 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-01 2014-08-22
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-04 2014-08-22
150 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-08-04 2014-08-22
500 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-30 2014-07-31
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-12 2014-06-26
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-12 2014-06-26
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-12 2014-06-26
200 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-12 2014-06-26
500 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-05-07 2014-05-23
500 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-03-24 2014-03-26
500 SHARES QIHOO 360 TECHNOLOGYCO LTD (WASH SALE)      
250 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-03-24 2014-03-26
100 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-03-24 2014-03-26
400 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-03-24 2014-03-26
500 SHARES QIHOO 360 TECHNOLOGYCO LTD   2014-02-07 2014-03-21
500 SHARES QUALCOMM INC   2013-12-31 2014-02-28
500 SHARES QUALCOMM INC   2014-02-06 2014-02-28
300 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-31
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-31
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-22 2014-07-31
300 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-29 2014-07-31
9 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-25
9 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM (WASH SALE)      
91 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-25
91 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM (WASH SALE)      
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-25
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM (WASH SALE)      
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-07-18 2014-07-25
200 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM (WASH SALE)      
500 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-05-12 2014-07-08
500 SHARES QUINTILES TRANSNATIONAL HOLDINGS IN COM   2014-05-12 2014-07-08
100 SHARES REGENERON PHARMACEUTICALS INC   2014-09-02 2014-09-09
100 SHARES REGENERON PHARMACEUTICALS INC   2014-09-02 2014-09-09
200 SHARES REGENERON PHARMACEUTICALS INC   2014-09-02 2014-09-09
100 SHARES REGENERON PHARMACEUTICALS INC   2014-09-05 2014-09-09
100 SHARES REGENERON PHARMACEUTICALS INC   2014-02-20 2014-03-06
200 SHARES REGENERON PHARMACEUTICALS INC   2014-02-20 2014-03-06
1700 SHARES REGIONS FINL CORP   2014-03-21 2014-04-11
1700 SHARES REGIONS FINL CORP (WASH SALE)      
1700 SHARES REGIONS FINL CORP   2014-03-21 2014-04-11
1600 SHARES REGIONS FINL CORP   2014-03-21 2014-04-11
50 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-16 2014-10-01
200 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-31 2014-10-01
500 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-09-15 2014-10-01
50 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-16 2014-09-22
200 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-31 2014-09-22
RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
250 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-08-06 2014-09-22
250 SHARES RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
200 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-09-15 2014-09-22
200 SHARES RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
50 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-09-15 2014-09-22
50 SHARES RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
9 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-07 2014-08-22
50 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-07 2014-08-22
191 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-07 2014-08-22
200 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-07 2014-07-22
200 SHARES RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
50 SHARES RESTORATION HARDWAREHLDGS INC COM   2014-07-07 2014-07-22
50 SHARES RESTORATION HARDWAREHLDGS INC COM (WASH SALE)      
800 SHARES RITE AID CORP COM   2014-07-02 2014-07-28
2200 SHARES RITE AID CORP COM   2014-07-02 2014-07-28
2500 SHARES RITE AID CORP COM   2014-02-18 2014-04-11
2500 SHARES RITE AID CORP COM   2014-04-04 2014-04-11
200 SHARES ROYAL BANK OF CANADA   2014-07-10 2014-07-30
50 SHARES ROYAL BANK OF CANADA   2014-07-10 2014-07-30
250 SHARES ROYAL BANK OF CANADA   2014-07-10 2014-07-30
500 SHARES ROYAL BANK OF CANADA   2014-07-10 2014-07-30
100 SHARES ROYAL BANK OF CANADA   2014-06-30 2014-07-23
600 SHARES ROYAL BANK OF CANADA   2014-06-30 2014-07-23
300 SHARES ROYAL BANK OF CANADA   2014-06-30 2014-07-23
200 SHARES SANDISK CORP   2014-04-09 2014-04-10
800 SHARES SANDISK CORP   2014-04-09 2014-04-10
150 SHARES SANDISK CORP   2014-02-26 2014-03-03
500 SHARES SANDISK CORP   2014-02-26 2014-03-03
100 SHARES SANDISK CORP   2014-02-26 2014-03-03
100 SHARES SANDISK CORP   2014-02-26 2014-02-28
100 SHARES SANDISK CORP (WASH SALE)      
300 SHARES SANDISK CORP   2014-02-26 2014-02-28
100 SHARES SANDISK CORP   2014-02-26 2014-02-28
SANDISK CORP (WASH SALE)      
250 SHARES SANDISK CORP   2014-02-26 2014-02-28
250 SHARES SANDISK CORP (WASH SALE)      
300 SHARES SCHLUMBERGER LIMITED   2014-05-29 2014-07-15
200 SHARES SCHLUMBERGER LIMITED   2014-05-29 2014-06-26
1000 SHARES SCHLUMBERGER LIMITED   2014-04-08 2014-04-11
500 SHARES SOLARCITY CORP   2014-03-13 2014-03-20
500 SHARES SOLARCITY CORP   2014-01-24 2014-02-05
1000 SHARES ST JUDE MEDICAL INC   2014-06-24 2014-07-15
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-13 2014-03-21
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-13 2014-03-21
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-13 2014-03-21
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-13 2014-03-21
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-13 2014-03-21
100 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-06 2014-03-11
100 SHARES SYNAGEVA BIOPHARMA CORP (WASH SALE)      
400 SHARES SYNAGEVA BIOPHARMA CORP   2014-03-06 2014-03-11
400 SHARES SYNAGEVA BIOPHARMA CORP (WASH SALE)      
100 SHARES TAL EDUCATION GROUP ADS   2013-11-18 2014-01-03
100 SHARES TAL EDUCATION GROUP ADS   2013-11-18 2014-01-03
300 SHARES TAL EDUCATION GROUP ADS   2013-11-18 2014-01-03
1000 SHARES TAL EDUCATION GROUP ADS   2013-11-18 2014-01-03
500 SHARES UBS AG CHF0.10   2014-09-29 2014-11-21
1425 SHARES UBS AG CHF0.10   2014-11-10 2014-11-21
500 SHARES UBS AG CHF0.10   2014-11-10 2014-11-21
75 SHARES UBS AG CHF0.10   2014-11-10 2014-11-21
2500 SHARES UBS AG CHF0.10   2014-09-29 2014-11-18
1000 SHARES UNITED TECHNOLOGIES CORP   2014-02-20 2014-02-24
400 SHARES UNITEDHEALTH GROUP   2014-06-23 2014-07-30
200 SHARES UNITEDHEALTH GROUP   2014-06-23 2014-07-30
400 SHARES UNITEDHEALTH GROUP   2014-06-23 2014-07-30
500 SHARES UNITEDHEALTH GROUP   2014-03-19 2014-04-11
250 SHARES UNITEDHEALTH GROUP   2014-03-19 2014-04-04
250 SHARES UNITEDHEALTH GROUP   2014-03-19 2014-04-04
150 SHARES UNITEDHEALTH GROUP   2014-03-17 2014-03-21
600 SHARES UNITEDHEALTH GROUP   2014-03-17 2014-03-21
250 SHARES UNITEDHEALTH GROUP   2014-03-19 2014-03-21
100 SHARES VISA INC COM CL A   2014-03-18 2014-03-26
100 SHARES VISA INC COM CL A   2014-03-18 2014-03-26
300 SHARES VISA INC COM CL A   2014-03-18 2014-03-26
200 SHARES VISA INC COM CL A   2014-01-31 2014-02-26
200 SHARES VISA INC COM CL A   2014-01-31 2014-02-24
500 SHARES VMWARE INC CL A COM   2014-08-11 2014-09-04
19 SHARES VMWARE INC CL A COM   2014-08-04 2014-08-22
100 SHARES VMWARE INC CL A COM   2014-08-04 2014-08-22
81 SHARES VMWARE INC CL A COM   2014-08-04 2014-08-22
54 SHARES VMWARE INC CL A COM   2014-08-04 2014-08-22
246 SHARES VMWARE INC CL A COM   2014-08-04 2014-08-22
84 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
60 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
60 SHARES VMWARE INC CL A COM (WASH SALE)      
16 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
40 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
100 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
40 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
160 SHARES VMWARE INC CL A COM   2014-02-10 2014-03-06
100 SHARES VMWARE INC CL A COM   2014-01-24 2014-02-03
100 SHARES VMWARE INC CL A COM (WASH SALE)      
100 SHARES VMWARE INC CL A COM   2014-01-24 2014-02-03
100 SHARES VMWARE INC CL A COM (WASH SALE)      
260 SHARES VMWARE INC CL A COM   2014-01-24 2014-02-03
260 SHARES VMWARE INC CL A COM (WASH SALE)      
40 SHARES VMWARE INC CL A COM   2014-01-24 2014-02-03
40 SHARES VMWARE INC CL A COM (WASH SALE)      
1000 SHARES WALGREEN CO COM   2014-09-29 2014-10-13
100 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-07-10 2014-09-22
400 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-07-10 2014-09-22
100 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-09-03 2014-09-22
400 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-09-03 2014-09-22
100 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-07-02 2014-09-09
400 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-07-02 2014-09-09
150 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-03 2014-02-21
350 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-03 2014-02-21
250 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-20 2014-02-21
350 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-03 2014-02-13
350 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT (WASH SALE)      
400 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-03 2014-02-13
400 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT (WASH SALE)      
500 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2013-10-29 2014-01-14
250 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT   2014-01-03 2014-01-14
250 SHARES WISDOMTREE TRUST JAPAN HEDGE EQT (WASH SALE)      
1000 SHARES YAHOO INC   2014-09-09 2014-10-01
100 SHARES YAHOO INC   2013-03-26 2014-09-22
900 SHARES YAHOO INC   2013-03-26 2014-09-22
500 SHARES YELP INC CL A   2014-09-02 2014-09-04
500 SHARES YELP INC CL A   2014-07-02 2014-07-08
300 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
100 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
100 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
ZILLOW INC COM (WASH SALE)      
100 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
100 SHARES ZILLOW INC COM (WASH SALE)      
300 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
300 SHARES ZILLOW INC COM (WASH SALE)      
100 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
100 SHARES ZILLOW INC COM (WASH SALE)      
100 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
400 SHARES ZILLOW INC COM   2014-10-20 2014-11-10
100 SHARES ZILLOW INC COM   2014-10-14 2014-10-16
ZILLOW INC COM (WASH SALE)      
100 SHARES ZILLOW INC COM   2014-10-14 2014-10-16
100 SHARES ZILLOW INC COM (WASH SALE)      
300 SHARES ZILLOW INC COM   2014-10-14 2014-10-16
300 SHARES ZILLOW INC COM (WASH SALE)      
100 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
100 SHARES ZILLOW INC COM (WASH SALE)      
50 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
50 SHARES ZILLOW INC COM (WASH SALE)      
65 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
65 SHARES ZILLOW INC COM (WASH SALE)      
35 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
35 SHARES ZILLOW INC COM (WASH SALE)      
65 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
65 SHARES ZILLOW INC COM (WASH SALE)      
35 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
35 SHARES ZILLOW INC COM (WASH SALE)      
50 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
50 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
ZILLOW INC COM (WASH SALE)      
15 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
35 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
50 SHARES ZILLOW INC COM   2014-08-06 2014-08-14
135 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
65 SHARES ZILLOW INC COM   2014-07-31 2014-08-14
OTHER BASIS ADJUSTMENT   2014-12-31 2014-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 108,351   109,083 -732
b 17,392   18,702 -1,310
c 337   374 -37
d 16,929   18,328 -1,399
e 35,768   51,192 -15,424
35,768   35,993 -225
71,537   72,604 -1,067
34,691   49,890 -15,199
      15,199
34,922   44,790 -9,868
      9,867
35,232   40,013 -4,781
      4,781
4,361   4,136 225
39,250   37,158 2,092
41,771   42,438 -667
      667
67,341   64,592 2,749
70,781   64,592 6,189
12,478   12,207 271
6,237   6,103 134
43,662   42,078 1,584
30,558   30,517 41
10,751   10,813 -62
43,001   43,250 -249
21,686   16,963 4,723
32,555   25,445 7,110
9,807   8,597 1,210
39,219   34,386 4,833
22,017   16,996 5,021
21,869   16,996 4,873
55,045   55,814 -769
108,682   112,628 -3,946
      1,973
32,372   35,237 -2,865
      2,864
32,375   35,868 -3,493
33,049   34,106 -1,057
      1,057
16,832   16,660 172
942   834 108
27,520   24,191 3,329
9,007   8,342 665
18,015   16,668 1,347
17,895   17,562 333
950   921 29
27,545   26,506 1,039
1,102   1,047 55
30,715   29,046 1,669
3,344   3,455 -111
13,376   13,822 -446
50,151   51,831 -1,680
35,181   35,316 -135
      135
8,722   8,829 -107
      107
24,749   24,499 250
25,409   24,499 910
33,015   29,068 3,947
33,015   33,408 -393
1,664   1,177 487
14,972   10,526 4,446
16,636   14,648 1,988
1,622   1,630 -8
      8
6,506   6,522 -16
1,626   1,684 -58
1,822   1,877 -55
12,816   13,199 -383
1,642   1,563 79
23,085   22,826 259
1,777   1,569 208
1,777   1,633 144
5,332   4,686 646
8,886   7,815 1,071
94,773   99,272 -4,499
23,309   24,192 -883
25,762   26,741 -979
4,873   4,718 155
43,848   42,460 1,388
4,820   4,721 99
43,381   42,497 884
48,661   49,984 -1,323
10,165   10,397 -232
38,728   39,587 -859
5,458   5,478 -20
      20
5,466   5,478 -12
      12
43,729   43,822 -93
5,466   5,611 -145
16,399   16,775 -376
5,466   5,604 -138
5,466   5,487 -21
16,399   16,437 -38
32,797   32,873 -76
38,075   40,848 -2,773
38,075   40,608 -2,533
2,132   1,858 274
3,199   2,787 412
853   732 121
213   181 32
4,262   3,624 638
746   634 112
4,584   3,896 688
10,670   9,060 1,610
1,129   928 201
13,550   11,143 2,407
1,129   936 193
12,421   10,219 2,202
38,536   38,153 383
9,437   10,588 -1,151
      1,151
14,155   15,472 -1,317
      1,318
4,473   5,733 -1,260
      1,260
4,473   5,731 -1,258
13,420   16,782 -3,362
      4,620
4,505   5,155 -650
4,505   6,415 -1,910
      2,559
13,516   19,372 -5,856
4,710   6,412 -1,702
9,434   10,582 -1,148
9,434   13,141 -3,707
27,019   29,511 -2,492
13,510   14,855 -1,345
16,015   17,661 -1,646
16,015   17,324 -1,309
5,338   5,782 -444
      2,526
2,669   2,971 -302
5,673   6,059 -386
      386
17,040   18,176 -1,136
      1,136
5,681   6,059 -378
      378
5,681   6,232 -551
      551
5,681   6,224 -543
      544
5,681   6,225 -544
      544
11,362   12,453 -1,091
      1,092
27,991   29,144 -1,153
      1,153
1,106   1,151 -45
      45
41,386   43,123 -1,737
35,916   38,408 -2,492
2,283   2,344 -61
6,848   7,011 -163
6,848   7,014 -166
22,828   23,408 -580
52,503   53,797 -1,294
22,172   23,778 -1,606
11,116   13,135 -2,019
33,347   39,360 -6,013
11,117   13,119 -2,002
13,216   14,922 -1,706
      1,706
35,398   39,938 -4,540
      4,540
13,682   13,408 274
27,364   26,793 571
27,364   26,817 547
24,422   24,923 -501
      502
24,445   24,923 -478
      478
12,211   12,462 -251
      251
28,432   32,579 -4,147
      3,456
18,960   21,719 -2,759
9,480   11,350 -1,870
14,220   17,017 -2,797
26,352   24,738 1,614
30,551   29,033 1,518
6,857   8,360 -1,503
27,429   30,636 -3,207
5,711   7,349 -1,638
117   131 -14
      1,653
23,310   26,183 -2,873
116   143 -27
      27
5,703   6,638 -935
      935
23,194   26,957 -3,763
117   162 -45
      3,809
680   922 -242
1,256   1,708 -452
1,565   2,122 -557
2,796   3,789 -993
9,445   12,808 -3,363
32,696   33,729 -1,033
33,661   33,729 -68
26,416   24,200 2,216
6,604   6,315 289
26,416   25,219 1,197
6,604   6,097 507
6,207   6,014 193
24,829   25,662 -833
      833
16,332   8,553 7,779
12,249   7,398 4,851
8,245   6,719 1,526
4,001   3,260 741
18,665   17,335 1,330
18,292   17,039 1,253
18,292   17,335 957
17,564   17,177 387
17,564   17,041 523
31,399   32,878 -1,479
      1,479
15,700   16,437 -737
      738
75,075   74,498 577
6,240   8,638 -2,398
7,657   6,248 1,409
5,245   3,928 1,317
66   115 -49
      49
5,346   9,262 -3,916
      3,916
11,190   21,869 -10,679
11,272   21,643 -10,371
      10,371
7,512   13,275 -5,763
      5,763
7,512   8,025 -513
11,267   22,409 -11,142
      11,655
6,135   8,093 -1,958
      1,958
15,337   20,226 -4,889
9,202   12,128 -2,926
      7,815
9,267   10,443 -1,176
15,445   20,127 -4,682
6,178   8,920 -2,742
      7,424
24,712   34,482 -9,770
6,178   6,667 -489
      3,666
6,919   8,053 -1,134
      1,134
17,312   20,133 -2,821
      2,821
6,926   8,047 -1,121
10,389   12,018 -1,629
6,926   8,018 -1,092
3,463   4,027 -564
      4,407
7,777   7,835 -58
      58
11,674   11,752 -78
      78
7,748   7,835 -87
      87
30,967   31,340 -373
      373
8,036   7,841 195
7,955   7,757 198
80   78 2
4,020   3,918 102
29,791   31,963 -2,172
34,802   35,108 -306
34,802   35,625 -823
6,973   5,798 1,175
27,926   23,193 4,733
6,987   5,798 1,189
4,195   3,479 716
9,789   8,118 1,671
13,984   11,597 2,387
9,455   9,521 -66
11,556   11,539 17
15,234   16,214 -980
3,047   3,177 -130
3,047   3,169 -122
5,339   5,540 -201
19,068   19,777 -709
3,145   3,247 -102
      102
3,153   3,247 -94
      94
5,516   5,675 -159
      159
35,475   36,482 -1,007
      560
5,899   5,992 -93
      93
53,092   53,856 -764
      764
840   791 49
2,626   2,472 154
2,620   2,472 148
7,035   6,625 410
9,476   8,924 552
8,899   8,380 519
21,024   19,776 1,248
23,361   23,605 -244
      244
23,357   23,605 -248
7,786   7,867 -81
23,357   23,845 -488
5,228   5,992 -764
20,913   23,951 -3,038
5,189   5,605 -416
20,748   22,419 -1,671
5,107   5,605 -498
      497
20,420   22,419 -1,999
      1,999
8,282   8,330 -48
15,528   15,603 -75
2,070   2,082 -12
25,884   26,022 -138
53   52 1
7,014   6,819 195
17,804   17,305 499
28,275   27,482 793
52,511   53,688 -1,177
50,991   50,488 503
25,676   23,815 1,861
25,574   23,815 1,759
25,574   25,455 119
26,117   23,815 2,302
17,125   16,145 980
6,017   5,671 346
22,724   21,817 907
44,440   41,923 2,517
60,096   58,489 1,607
59,413   58,489 924
41,371   41,558 -187
118,458   119,352 -894
      894
115,450   120,314 -4,864
115,450   119,987 -4,537
230,901   234,708 -3,807
118,587   119,808 -1,221
      1,221
32,479   30,605 1,874
87,812   82,748 5,064
120,291   116,325 3,966
58,006   53,296 4,710
44,481   42,661 1,820
760   729 31
36,056   37,585 -1,529
8,618   8,237 381
34,473   33,002 1,471
8,930   9,262 -332
8,930   8,392 538
26,789   24,711 2,078
9,157   10,168 -1,011
      1,011
18,313   17,486 827
18,313   16,783 1,530
28,716   28,919 -203
28,916   28,919 -3
4,965   5,160 -195
24,820   26,242 -1,422
19,856   21,236 -1,380
8,973   6,151 2,822
6,729   4,934 1,795
6,729   5,938 791
184   175 9
45,821   43,523 2,298
15,377   16,453 -1,076
2,982   3,291 -309
26,811   29,615 -2,804
27,141   32,268 -5,127
39,241   42,358 -3,117
      3,117
9,712   10,756 -1,044
21,866   21,211 655
21,866   20,359 1,507
20,677   21,529 -852
      852
4,344   4,306 38
8,684   8,612 72
8,672   8,612 60
4,388   4,240 148
4,388   4,243 145
13,176   12,729 447
3,658   4,007 -349
32,918   35,997 -3,079
10,677   10,256 421
7,123   6,837 286
23,102   26,979 -3,877
25,040   25,544 -504
25,040   25,079 -39
      504
27,133   25,602 1,531
25,136   25,602 -466
      465
29,750   28,243 1,507
9,306   9,475 -169
25,679   26,099 -420
4,688   4,834 -146
9,306   9,569 -263
20,991   21,629 -638
7,104   7,124 -20
      20
2,347   2,359 -12
      12
4,765   4,778 -13
      13
16,644   16,670 -26
2,347   2,359 -12
2,347   2,353 -6
      44
13,742   13,626 116
20,613   20,435 178
34,355   34,418 -63
      63
33,706   34,066 -360
      359
22,257   22,373 -116
5,564   5,591 -27
27,956   28,363 -407
      406
48,191   47,403 788
72,286   74,160 -1,874
60,736   62,753 -2,017
      2,017
12,000   12,240 -240
47,987   48,962 -975
58,241   57,318 923
27,866   26,519 1,347
1,114   1,061 53
4,460   4,243 217
3,517   3,330 187
882   832 50
13,218   12,487 731
8,812   8,803 9
12,337   13,598 -1,261
14,100   15,531 -1,431
10,504   8,324 2,180
9,034   8,324 710
12,105   12,296 -191
12,124   12,296 -172
24,238   24,592 -354
48,407   49,183 -776
12,123   12,296 -173
12,123   12,296 -173
65,101   61,621 3,480
38,966   38,919 47
39,202   38,919 283
6,343   7,550 -1,207
      1,207
20,735   24,689 -3,954
      3,955
4,629   5,510 -881
      881
25,405   33,362 -7,957
6,351   8,339 -1,988
29,071   30,603 -1,532
      1,531
4,970   5,250 -280
      280
30,942   28,320 2,622
3,051   2,997 54
3,059   2,997 62
3,060   2,997 63
3,058   2,997 61
6,116   5,997 119
12,236   11,994 242
24,372   25,104 -732
      732
23,892   25,104 -1,212
      1,212
16,182   15,569 613
7,940   7,785 155
7,790   6,929 861
8,192   6,929 1,263
62,616   63,288 -672
31,963   26,438 5,525
31,963   29,105 2,858
63,171   52,875 10,296
4,686   4,816 -130
42,183   43,340 -1,157
11,951   12,091 -140
17,926   18,126 -200
57,371   51,518 5,853
79,770   80,008 -238
63,491   60,738 2,753
31,801   31,828 -27
30,092   31,458 -1,366
14,516   18,549 -4,033
2,903   3,511 -608
11,613   12,456 -843
986   1,118 -132
      132
2,957   3,360 -403
      404
2,957   3,354 -397
      397
12,813   14,534 -1,721
      1,721
2,999   3,354 -355
6,997   8,759 -1,762
      2,117
1,000   1,178 -178
      179
3,998   4,682 -684
      683
4,998   5,852 -854
22,266   22,227 39
33,400   33,328 72
24,765   19,698 5,067
24,765   22,453 2,312
8,559   8,929 -370
8,559   8,940 -381
8,559   8,944 -385
8,559   8,949 -390
8,559   8,949 -390
16,203   22,848 -6,645
24,305   33,824 -9,519
18,132   20,666 -2,534
980   997 -17
60,259   61,328 -1,069
39,241   41,283 -2,042
9,356   9,675 -319
9,356   9,687 -331
28,068   29,049 -981
19,414   17,810 1,604
29,115   26,715 2,400
8,939   8,911 28
13,408   13,358 50
7,252   6,484 768
6,748   6,484 264
10,209   10,140 69
3,403   3,380 23
62,791   65,348 -2,557
92,320   95,010 -2,690
61,664   66,874 -5,210
61,664   70,617 -8,953
63,441   70,300 -6,859
      6,859
91,645   103,735 -12,090
30,548   31,152 -604
      12,693
30,765   17,137 13,628
92,296   102,574 -10,278
      10,278
22,048   23,447 -1,399
22,048   23,450 -1,402
10,225   8,957 1,268
10,237   8,957 1,280
5,113   4,479 634
10,226   9,384 842
15,339   14,068 1,271
46,771   46,073 698
9,175   8,407 768
9,175   8,401 774
9,175   8,404 771
18,350   16,806 1,544
44,181   39,043 5,138
48,311   50,880 -2,569
      2,570
23,376   25,440 -2,064
9,350   10,808 -1,458
37,402   43,256 -5,854
53,521   47,627 5,894
37,570   37,018 552
37,570   36,503 1,067
16,161   16,811 -650
10,774   11,048 -274
10,774   11,400 -626
16,161   16,869 -708
490   497 -7
      7
4,957   5,027 -70
      70
10,895   11,056 -161
      161
10,895   11,048 -153
      154
27,214   23,931 3,283
27,211   23,931 3,280
34,418   36,458 -2,040
34,418   36,458 -2,040
68,836   73,300 -4,464
34,418   34,628 -210
33,928   32,835 1,093
67,856   65,712 2,144
17,079   19,419 -2,340
      2,339
17,085   21,753 -4,668
16,080   18,272 -2,192
3,823   4,328 -505
15,297   17,225 -1,928
38,257   40,405 -2,148
3,814   4,146 -332
15,254   16,498 -1,244
      1,577
19,068   20,403 -1,335
      1,335
15,254   15,989 -735
      735
3,814   3,995 -181
      182
800   790 10
4,443   4,365 78
16,973   16,757 216
17,372   17,459 -87
      87
4,343   4,365 -22
      22
5,384   5,778 -394
14,817   15,890 -1,073
16,996   15,633 1,363
16,996   15,833 1,163
14,726   14,684 42
3,684   3,671 13
18,419   18,347 72
36,821   36,695 126
7,377   7,177 200
44,321   43,019 1,302
22,161   21,510 651
15,118   15,753 -635
60,472   62,980 -2,508
11,232   11,926 -694
37,439   39,111 -1,672
7,488   7,652 -164
7,490   7,674 -184
      184
22,466   22,953 -487
7,489   7,835 -346
      833
18,722   19,165 -443
      443
34,291   30,977 3,314
23,313   20,651 2,662
96,990   98,398 -1,408
34,770   36,653 -1,883
33,116   36,108 -2,992
68,741   69,846 -1,105
9,860   11,037 -1,177
9,861   11,012 -1,151
9,861   11,020 -1,159
9,853   11,020 -1,167
9,860   11,020 -1,160
9,734   10,640 -906
      906
38,937   42,460 -3,523
      3,523
2,123   1,994 129
2,131   1,994 137
6,393   5,979 414
21,310   19,928 1,382
8,783   8,727 56
24,375   24,871 -496
8,556   8,727 -171
1,283   1,309 -26
43,917   43,743 174
116,990   115,378 1,612
32,839   32,639 200
16,412   16,320 92
32,831   32,639 192
39,876   39,432 444
20,486   19,718 768
20,486   19,716 770
12,200   11,534 666
48,798   46,139 2,659
20,333   19,718 615
21,714   22,645 -931
21,714   22,637 -923
65,143   67,911 -2,768
45,113   43,630 1,483
45,207   43,630 1,577
48,591   49,528 -937
1,952   1,903 49
10,271   10,017 254
8,315   8,113 202
5,544   5,410 134
25,269   24,646 623
8,577   8,631 -54
6,126   6,161 -35
      26
1,634   1,644 -10
4,084   4,107 -23
10,207   10,267 -60
4,083   3,844 239
16,331   16,721 -390
8,763   9,487 -724
      724
8,756   9,487 -731
      731
22,783   24,665 -1,882
      1,882
3,505   4,084 -579
      578
59,611   62,158 -2,547
5,234   4,865 369
20,930   19,458 1,472
5,233   5,097 136
20,930   20,392 538
5,051   5,019 32
20,238   20,076 162
7,182   7,421 -239
16,758   17,307 -549
11,970   11,793 177
16,401   17,464 -1,063
      1,064
18,734   19,959 -1,225
      460
24,569   23,808 761
12,285   12,474 -189
      190
40,407   41,222 -815
3,849   2,347 1,502
34,642   21,131 13,511
41,819   42,388 -569
34,796   40,233 -5,437
31,528   32,585 -1,057
10,509   10,862 -353
10,509   10,869 -360
      1,770
10,909   10,958 -49
      49
32,795   32,851 -56
      56
10,932   10,944 -12
      12
9,850   10,628 -778
39,401   42,567 -3,166
10,375   10,656 -281
      281
10,375   10,649 -274
      274
31,124   31,946 -822
      822
13,587   14,380 -793
      793
6,795   7,190 -395
      395
8,700   9,347 -647
      647
4,758   5,033 -275
      275
8,837   9,353 -516
      517
4,680   5,036 -356
      356
6,686   7,189 -503
6,686   7,292 -606
      1,109
2,006   2,189 -183
4,680   5,039 -359
6,684   6,801 -117
18,047   19,828 -1,781
8,689   9,355 -666
    3,140 -3,140
1,481     1,481
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       -732
b       -1,310
c       -37
d       -1,399
e       -15,424
      -225
      -1,067
      -15,199
      15,199
      -9,868
      9,867
      -4,781
      4,781
      225
      2,092
      -667
      667
      2,749
      6,189
      271
      134
      1,584
      41
      -62
      -249
      4,723
      7,110
      1,210
      4,833
      5,021
      4,873
      -769
      -3,946
      1,973
      -2,865
      2,864
      -3,493
      -1,057
      1,057
      172
      108
      3,329
      665
      1,347
      333
      29
      1,039
      55
      1,669
      -111
      -446
      -1,680
      -135
      135
      -107
      107
      250
      910
      3,947
      -393
      487
      4,446
      1,988
      -8
      8
      -16
      -58
      -55
      -383
      79
      259
      208
      144
      646
      1,071
      -4,499
      -883
      -979
      155
      1,388
      99
      884
      -1,323
      -232
      -859
      -20
      20
      -12
      12
      -93
      -145
      -376
      -138
      -21
      -38
      -76
      -2,773
      -2,533
      274
      412
      121
      32
      638
      112
      688
      1,610
      201
      2,407
      193
      2,202
      383
      -1,151
      1,151
      -1,317
      1,318
      -1,260
      1,260
      -1,258
      -3,362
      4,620
      -650
      -1,910
      2,559
      -5,856
      -1,702
      -1,148
      -3,707
      -2,492
      -1,345
      -1,646
      -1,309
      -444
      2,526
      -302
      -386
      386
      -1,136
      1,136
      -378
      378
      -551
      551
      -543
      544
      -544
      544
      -1,091
      1,092
      -1,153
      1,153
      -45
      45
      -1,737
      -2,492
      -61
      -163
      -166
      -580
      -1,294
      -1,606
      -2,019
      -6,013
      -2,002
      -1,706
      1,706
      -4,540
      4,540
      274
      571
      547
      -501
      502
      -478
      478
      -251
      251
      -4,147
      3,456
      -2,759
      -1,870
      -2,797
      1,614
      1,518
      -1,503
      -3,207
      -1,638
      -14
      1,653
      -2,873
      -27
      27
      -935
      935
      -3,763
      -45
      3,809
      -242
      -452
      -557
      -993
      -3,363
      -1,033
      -68
      2,216
      289
      1,197
      507
      193
      -833
      833
      7,779
      4,851
      1,526
      741
      1,330
      1,253
      957
      387
      523
      -1,479
      1,479
      -737
      738
      577
      -2,398
      1,409
      1,317
      -49
      49
      -3,916
      3,916
      -10,679
      -10,371
      10,371
      -5,763
      5,763
      -513
      -11,142
      11,655
      -1,958
      1,958
      -4,889
      -2,926
      7,815
      -1,176
      -4,682
      -2,742
      7,424
      -9,770
      -489
      3,666
      -1,134
      1,134
      -2,821
      2,821
      -1,121
      -1,629
      -1,092
      -564
      4,407
      -58
      58
      -78
      78
      -87
      87
      -373
      373
      195
      198
      2
      102
      -2,172
      -306
      -823
      1,175
      4,733
      1,189
      716
      1,671
      2,387
      -66
      17
      -980
      -130
      -122
      -201
      -709
      -102
      102
      -94
      94
      -159
      159
      -1,007
      560
      -93
      93
      -764
      764
      49
      154
      148
      410
      552
      519
      1,248
      -244
      244
      -248
      -81
      -488
      -764
      -3,038
      -416
      -1,671
      -498
      497
      -1,999
      1,999
      -48
      -75
      -12
      -138
      1
      195
      499
      793
      -1,177
      503
      1,861
      1,759
      119
      2,302
      980
      346
      907
      2,517
      1,607
      924
      -187
      -894
      894
      -4,864
      -4,537
      -3,807
      -1,221
      1,221
      1,874
      5,064
      3,966
      4,710
      1,820
      31
      -1,529
      381
      1,471
      -332
      538
      2,078
      -1,011
      1,011
      827
      1,530
      -203
      -3
      -195
      -1,422
      -1,380
      2,822
      1,795
      791
      9
      2,298
      -1,076
      -309
      -2,804
      -5,127
      -3,117
      3,117
      -1,044
      655
      1,507
      -852
      852
      38
      72
      60
      148
      145
      447
      -349
      -3,079
      421
      286
      -3,877
      -504
      -39
      504
      1,531
      -466
      465
      1,507
      -169
      -420
      -146
      -263
      -638
      -20
      20
      -12
      12
      -13
      13
      -26
      -12
      -6
      44
      116
      178
      -63
      63
      -360
      359
      -116
      -27
      -407
      406
      788
      -1,874
      -2,017
      2,017
      -240
      -975
      923
      1,347
      53
      217
      187
      50
      731
      9
      -1,261
      -1,431
      2,180
      710
      -191
      -172
      -354
      -776
      -173
      -173
      3,480
      47
      283
      -1,207
      1,207
      -3,954
      3,955
      -881
      881
      -7,957
      -1,988
      -1,532
      1,531
      -280
      280
      2,622
      54
      62
      63
      61
      119
      242
      -732
      732
      -1,212
      1,212
      613
      155
      861
      1,263
      -672
      5,525
      2,858
      10,296
      -130
      -1,157
      -140
      -200
      5,853
      -238
      2,753
      -27
      -1,366
      -4,033
      -608
      -843
      -132
      132
      -403
      404
      -397
      397
      -1,721
      1,721
      -355
      -1,762
      2,117
      -178
      179
      -684
      683
      -854
      39
      72
      5,067
      2,312
      -370
      -381
      -385
      -390
      -390
      -6,645
      -9,519
      -2,534
      -17
      -1,069
      -2,042
      -319
      -331
      -981
      1,604
      2,400
      28
      50
      768
      264
      69
      23
      -2,557
      -2,690
      -5,210
      -8,953
      -6,859
      6,859
      -12,090
      -604
      12,693
      13,628
      -10,278
      10,278
      -1,399
      -1,402
      1,268
      1,280
      634
      842
      1,271
      698
      768
      774
      771
      1,544
      5,138
      -2,569
      2,570
      -2,064
      -1,458
      -5,854
      5,894
      552
      1,067
      -650
      -274
      -626
      -708
      -7
      7
      -70
      70
      -161
      161
      -153
      154
      3,283
      3,280
      -2,040
      -2,040
      -4,464
      -210
      1,093
      2,144
      -2,340
      2,339
      -4,668
      -2,192
      -505
      -1,928
      -2,148
      -332
      -1,244
      1,577
      -1,335
      1,335
      -735
      735
      -181
      182
      10
      78
      216
      -87
      87
      -22
      22
      -394
      -1,073
      1,363
      1,163
      42
      13
      72
      126
      200
      1,302
      651
      -635
      -2,508
      -694
      -1,672
      -164
      -184
      184
      -487
      -346
      833
      -443
      443
      3,314
      2,662
      -1,408
      -1,883
      -2,992
      -1,105
      -1,177
      -1,151
      -1,159
      -1,167
      -1,160
      -906
      906
      -3,523
      3,523
      129
      137
      414
      1,382
      56
      -496
      -171
      -26
      174
      1,612
      200
      92
      192
      444
      768
      770
      666
      2,659
      615
      -931
      -923
      -2,768
      1,483
      1,577
      -937
      49
      254
      202
      134
      623
      -54
      -35
      26
      -10
      -23
      -60
      239
      -390
      -724
      724
      -731
      731
      -1,882
      1,882
      -579
      578
      -2,547
      369
      1,472
      136
      538
      32
      162
      -239
      -549
      177
      -1,063
      1,064
      -1,225
      460
      761
      -189
      190
      -815
      1,502
      13,511
      -569
      -5,437
      -1,057
      -353
      -360
      1,770
      -49
      49
      -56
      56
      -12
      12
      -778
      -3,166
      -281
      281
      -274
      274
      -822
      822
      -793
      793
      -395
      395
      -647
      647
      -275
      275
      -516
      517
      -356
      356
      -503
      -606
      1,109
      -183
      -359
      -117
      -1,781
      -666
      -3,140
      1,481
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 -4,448
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 24,277 1,057,336 0.022961
2012 72,820 1,041,666 0.069907
2011 7,650 1,108,523 0.006901
2010 306,480 1,256,289 0.243957
2009 156,039 1,597,827 0.097657
2 Total of line 1, column (d) ...................... 2 0.441383
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 0.088277
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,069,860
5 Multiply line 4 by line 3....................... 5 94,444
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 94,444
8 Enter qualifying distributions from Part XII, line 4.............. 8 6,855
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 0
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 0
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 0
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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$ 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
 
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)
    bulletNJ
    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 ofbulletDONALD B STOTT Telephone no.bullet (561) 775-9760
    Located atbullet1328 LAKE WORTH LANENORTH PALM BEACHFL ZIP+4bullet33408
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    DONALD B STOTT PRESIDENT/SECRETARY
    0.00
    0 0 0
    1328 LAKE WORTH LANE
    NORTH PALM BEACH,FL33408
    ROBERT L STOTT JR DECEASED 111014 TRUSTEE
    0.00
    0 0 0
    129 ISLAND CREEK DRIVE
    VERO BEACH,FL32963
    EDWARD MURRAY TRUSTEE
    0.00
    0 0 0
    8101 NASHUA DRIVE
    PALM BEACH GARDENS,FL33418
    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 NOT APPLICABLE 0
    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
    829,554
    b
    Average of monthly cash balances.......................
    1b
    256,598
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,086,152
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,086,152
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,292
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,069,860
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,493
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,493
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,493
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,493
    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
    53,493
    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
    6,855
    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
    6,855
    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
    6,855
    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 53,493
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010....... 147,911
    c From 2011.......  
    d From 2012....... 20,737
    e From 2013.......  
    fTotal of lines 3a through e......... 168,648
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 6,855
    a Applied to 2013, but not more than line 2a 0
    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..... 6,855
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 46,638 46,638
    (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 5 122,010
    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 ..........
    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) .......
    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 ......
    122,010
    10 Analysis of line 9:
    a Excess from 2010.... 101,273
    b Excess from 2011....  
    c Excess from 2012.... 20,737
    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).)
    DONALD B STOTT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    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 ............
             
    4 Dividends and interest from securities....     14 13,477  
    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 -4,448  
    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).. 0 9,029 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,029
    (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 & MARY STOTT FOUNDATION INC
    C/O DONALD B STOTT
    EIN: 20-2807705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 13,600 6,800   6,800

    TY 2014 AppliedToPriorYearElection
    Name:
    THE ROBERT & MARY STOTT FOUNDATION INC
    C/O DONALD B STOTT
    EIN: 20-2807705
    Election:
    THE FOUNDATION HEREBY ELECTS TO APPLY $19,848 OF THE 2009 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2008 (2005 AND 2007) ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2).

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT & MARY STOTT FOUNDATION INC
    C/O DONALD B STOTT
    EIN: 20-2807705
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY SECURITIES 814,778 811,600

    TY 2014 OtherExpensesSchedule
    Name:
    THE ROBERT & MARY STOTT FOUNDATION INC
    C/O DONALD B STOTT
    EIN: 20-2807705
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTRATION FEE 55 0   55
    INVESTMENT INTEREST EXPENSE 8,179 8,179   0
    TRANSACTION COSTS 50 50   0


    TY 2014 TaxesSchedule
    Name:
    THE ROBERT & MARY STOTT FOUNDATION INC
    C/O DONALD B STOTT
    EIN: 20-2807705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2014 FORM 990-PF ESTIMATED TAX 1,200 0   0
    2013 FORM 990-PF EXCISE TAX 1,194 0   0
    PRIOR YEAR FORM 990-PF EXCISE TAX 462 0   0
    FOREIGN TAX PAID 655 655   0