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
ALBERT & PAMELA BENDICH CHARITABLE TRUST
C/O ALAN H HAMMERMAN

Number and street (or P.O. box number if mail is not delivered to street address)2700 PATRIOT BLVD NO 170   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENVIEW, IL60026
A Employer identification number

20-6085762
B Telephone number (see instructions)

(847) 729-0600
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$655,752
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).............. 104,484
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 12 12  
4 Dividends and interest from securities...... 13,364 13,364  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 170,494
b Gross sales price for all assets on line 6a 218,735
7 Capital gain net income (from Part IV, line 2)... 170,494
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........ 288,354 183,870  
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)......... 1,063 532   531
b Accounting fees (attach schedule)....... 2,675 1,338   1,337
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,923 102   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 437 357   80
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,098 2,329   1,948
25 Contributions, gifts, grants paid........ 246,030 246,030
26 Total expenses and disbursements. Add lines 24 and 25 253,128 2,329   247,978
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,226
b Net investment income (if negative, enter -0-) 181,541
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............... 154 158 158
2 Savings and temporary cash investments.......... 37,916 16,465 16,465
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)........ 132,740 Click to see attachment173,244 554,909
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............. 26,685 22,009 23,265
13 Investments—other (attach schedule)........... 28,901 Click to see attachment48,342 57,993
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,558 Click to see attachment2,962 Click to see attachment2,962
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 227,954 263,180 655,752
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 227,954 263,180
30 Total net assets or fund balances (see instructions)...... 227,954 263,180
31 Total liabilities and net assets/fund balances (see instructions).. 227,954 263,180
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)............... 1 227,954
2 Enter amount from Part I, line 27a..................... 2 35,226
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 263,180
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. 6 263,180
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 APPLE   2008-11-13 2014-12-26
b B & G FOODS   2006-01-31 2014-12-26
c CHEVRON   1995-02-01 2014-12-26
d EXXON MOBIL CORP   1997-08-08 2014-12-26
e GE   1993-07-16 2014-12-26
GNMA POOL   2009-09-30 2014-12-31
GOOGLE   2008-11-13 2014-12-26
JOHNSON & JOHNSON   1996-04-10 2014-12-26
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 70,747   8,453 62,294
b 24,938   4,046 20,892
c 18,646   3,780 14,866
d 11,668   4,060 7,608
e 5,069   1,649 3,420
4,459   4,676 -217
45,165   13,197 31,968
36,603   8,380 28,223
1,440     1,440
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       62,294
b       20,892
c       14,866
d       7,608
e       3,420
      -217
      31,968
      28,223
      1,440
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 2 170,494
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 197,000 343,381 0.573707
2012 141,250 335,931 0.420473
2011 190,439 10,094 18.866554
2010 234,210 12,607 18.577774
2009 84,126 21,196 3.968956
2 Total of line 1, column (d) ...................... 2 42.407464
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 8.481493
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 663,446
5 Multiply line 4 by line 3....................... 5 5,627,013
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,815
7 Add lines 5 and 6......................... 7 5,628,828
8 Enter qualifying distributions from Part XII, line 4.............. 8 247,978
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 3,631
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 3,631
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 3,631
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,840
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 2,840
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 9 791
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
     
    No
    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)
    bulletIL
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletALAN HAMMERMAN Telephone no.bullet (847) 729-0600
    Located atbullet2700 PATRIOT BLVD STE 170GLENVIEWIL ZIP+4bullet60026
    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
    ALAN H HAMMERMAN TRUSTEE
    0.00
    0 0 0
    2700 PATRIOT BLVD SUITE 170
    GLENVIEW,IL60026
    ADRIANNE KEFFELER TRUSTEE
    0.00
    0 0 0
    923 20TH AVENUE EAST
    SEATTLE,WA98112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    641,482
    b
    Average of monthly cash balances.......................
    1b
    32,067
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    673,549
    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
    673,549
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,103
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    663,446
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    33,172
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,172
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,631
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,631
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    29,541
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    29,541
    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
    29,541
    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
    247,978
    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
    247,978
    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
    247,978
    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 29,541
    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....... 83,364
    b From 2010....... 234,258
    c From 2011....... 190,096
    d From 2012....... 124,968
    e From 2013....... 182,652
    fTotal of lines 3a through e......... 815,338
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 247,978
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 29,541
    e Remaining amount distributed out of corpus 218,437
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,033,775
    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) ...
    83,364
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    950,411
    10 Analysis of line 9:
    a Excess from 2010.... 234,258
    b Excess from 2011.... 190,096
    c Excess from 2012.... 124,968
    d Excess from 2013.... 182,652
    e Excess from 2014.... 218,437
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALBERT AND PAMELA BENDICH CO ALAN H
    2700 PATRIOT BLVD SUITE 170
    GLENVIEW,IL60026
    (847) 729-0600
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ACLU
    125 BROAD ST
    NEW YORK,NY10004
    NONE   CIVIL RIGHTS 150,000
    ALAMEDA COUNTY FOOD BANK
    PO BOX 2599
    OAKLAND,CA941290917
    NONE   FOOD FOR NEEDY 750
    ALAMEDA COUNTY MEALS ON WHEELS
    6955 FOOTHILL BLVD SUITE 300
    OAKLAND,CA94605
    NONE   FOOD FOR ELDERLY 280
    ALASKA WILDERNESS LEAGUE
    122 C ST NW STE 240
    WASHINGTON,DC20001
    NONE   ENVIRONMENTAL PRESERVATION 250
    ALLEY CAT ALLIES
    7920 NORFOLK AVENUE
    BETHESDA,MD208142525
    NONE   ANIMAL PROTECTION 500
    AMFAR
    120 WALL STREEET 13TH FLOOR
    NEW YORK,NY10005
    NONE   AIDS RESEARCH 500
    ANIMAL LEGAL DEFENSE FUND
    170 EAST COTATI AVE
    COTATI,CA94931
    NONE   ANIMAL PROTECTION 500
    ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DRIVE
    WALNUT CREEK,CA94598
    NONE   ANIMAL PROTECTION 500
    ASPCA
    PO BOX 97288
    WASHINGTON,DC200907288
    NONE   ANIMAL PROTECTION 1,500
    AUDUBON CANYON RANCH
    4900 SHORELINE HIGHWAY ONE
    STINSON BEACH,CA94970
    NONE   NATURE PRESERVATION 1,000
    BERKELEY PUBLIC EDUCATION FOUNDATION
    PO BOX 2066
    BERKELEY,CA94702
    NONE   EDUCATION 1,500
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT847815000
    NONE   ANIMAL PROTECTION 1,000
    CENTER FOR BIOLOGICAL DIVERSITY
    PO BOX 710
    TUCSON,AZ857020710
    NONE   NATURE CONSERVATION 500
    CHILD CARE RESOURCES
    268 EAST KILGORE RD
    PORTAGE,MI49002
    NONE   CHILD CARE 7,500
    DEFENDERS OF WILDLIFE
    1130 17TH STREER NW
    WASHINGTON,DC20036
    NONE   PRESERVATION OF WILDLIFE 1,500
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVENUE
    NEW YORK,NY10001
    NONE   MEDICAL ASSISTANCE 3,000
    EARTH ISLAND INSTITUTE
    2150 ALLSTON WAY SUITE 460
    BERKELEY,CA947041375
    NONE   NATURE PRESERVATION 1,000
    EAST BAY SPCA
    8323 BALDWIN STREET
    OAKLAND,CA94621
    NONE   ANIMAL PROTECTION 1,500
    EAST BAY ZOOLOGICAL SOCIETY
    9777 GOLF LINKS ROAD
    OAKLAND,CA94621
    NONE   ANIMAL PROTECTION 500
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    NONE   ENVIRONMENTAL PROTECTION 1,000
    FINCA
    1101 FOURTEENTH STREET NW
    WASHINGTON,DC20005
    NONE   SOCIAL AND LEGAL JUSTICE 1,000
    FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE
    29100 SW TOWN CENTER LOOP W SUITE
    140F
    WILSONVILLE,OR97070
    NONE   MENTAL HEALTH CARE 10,000
    GRAMEEN FOUNDATION USA
    1101 15TH ST NW 3RD FL
    WASHINGTON,DC20005
    NONE   ASSISTS THE POOR 500
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA317093498
    NONE   HOUSING FOR DISADVANTAGED 1,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY101883299
    NONE   PROTECT HUMAN RIGHTS 2,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY101681289
    NONE   SOCIAL AND LEGAL JUSTICE 1,000
    JACKSON HOLE CONSERVATION ALLIANCE
    685 S CACHE STREET
    JACKSON,WY83001
    NONE   NATURE PRESERVATION 1,000
    JANE GOODALL INSTITUTE
    4245 NORTH FAIRFAX DRIVE SUITE 600
    ARLINGTON,VA22203
    NONE   ANIMAL PROTECTION 750
    MARIN AGRICULTURAL LAND TRUST
    PO BOX 809
    POINT REYES STATION,CA94956
    NONE   ENVIROMENTAL PROTECTION 2,500
    MARINE MAMMAL CENTER
    1065 FORT CRONKHITE
    SUSALITO,CA94965
    NONE   MARINE MAMMAL RESCUE 750
    MONTEREY BAY AQUARIUM
    886 CANNERY ROW
    MONTEREY,CA93940
    NONE   WILDLIFE CONSERVATION 2,500
    NAMI CALIFORNIA
    1010 HURLEY WAY SUITE 195
    SACRAMENTO,CA958253218
    NONE   MENTAL HEALTH SUPPORT 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10001
    NONE   ENVIROMENTAL PROTECTION;LISTTOTAL 5000;LISTTOTAL 0 5,000
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA981029913
    NONE   FOOD BANK 750
    OCEAN CONSERVANCY
    1300 19TH ST NW
    WASHINGTON,DC20036
    NONE   NATURE PRESERVATION 250
    OXFAM
    PO BOX 7011
    ALBERT LEA,MN560078011
    NONE   FIGHT HUNGER 500
    PARTNERS IN HEALTH
    641 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE   MEDICAL ASSISTANCE;LISTTOTAL 0 3,000
    PEACE ACTION EDUCATION FUND
    1100 WAYNE AVE SUITE 1020
    SILVER SPRING,MD20910
    NONE   PROMOTE PEACE 750
    PLANNED PARENTHOOD
    434 WEST 33RD STREET
    NEW YORK,NY10001
    NONE   POPULATION CONTROL AND EDUCATION 1,500
    PROGRAM FOR EARLY PARENT SUPPORT
    4649 SUNNYSIDE AVE N 324
    SEATTLE,WA98103
    NONE   COMMUNITY ASSISTANCE 4,000
    PROJECT OPEN HAND
    730 POLK ST
    SAN FRANCISCO,CA94109
    NONE   NUTRITION SERVICES FOR THE ILL 500
    RAINFOREST ACTION NETWORK
    221 PINE STREET 5TH FLOOR
    SAN FRANCISCO,CA94104
    NONE   CONSERVATION 750
    ROSE FOUNDATION
    6008 COLLEGE AVE SUITE 10
    OAKLAND,CA94618
    NONE   COMMUNITY ASSISTANCE 1,000
    SAN FRANCISCO AIDS FOUNDATION
    1035 MARKET ST
    SAN FRANCISCO,CA94103
    NONE   HEALTH ADVOCATES 1,500
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 750
    SAN FRANCISCO,CA94105
    NONE   ENVIROMENTAL PROTECTION 3,000
    SONORA AREA FOUNDATION
    PO BOX 577
    SONORA,CA95370
    NONE   COMMUNITY ASSISTANCE 5,000
    THE CARTER CENTER
    PO BOX 47339
    ATLANTA,GA303629806
    NONE   PROMOTE PEACE AND HUMAN RIGHTS 1,500
    THE FUND FOR WOMEN & GIRLS
    15 PRINCESS RD
    LAWRENCEVILLE,NJ08648
    NONE   WOMEN'S ISSUES 2,500
    THE HUMANE SOCIETY (HSUS)
    2100 L STREET NW
    WASHINGTON,DC20037
    NONE   ANIMAL PROTECTION 1,500
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036
    NONE   ANIMAL PROTECTION 2,500
    UNION OF CONCERNED SCIENTISTS
    PO BOX 4123
    WOBURN,MA01888
    NONE   PROMOTE CLEAN AIR 1,500
    UNIVERSITY CHILD DEVELOPMENT SCHOOL
    5062 9TH AVENUE
    SEATTLE,WA98105
    NONE   EDUCATION 4,000
    WILDCARE
    76 ALBERT PARK LANE
    SAN RAFAEL,CA949013929
    NONE   ANIMAL PROTECTION 750
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY10460
    NONE   CONSERVATION 2,500
    WORLD WILDLIFE FUND
    1250 TWENTY-FOURTH STREET NW PO BOX
    96555
    WASHINGTON,DC200777760
    NONE   ANIMAL PROTECTION 2,500
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104
    NONE   NATURE PRESERVATION 500
    Total .................................bullet 3a 246,030
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 12  
    4 Dividends and interest from securities....         13,364
    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 .............
        18 169,054 1,440
    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).. 0 169,066 14,804
    13Total. Add line 12, columns (b), (d), and (e)..................
    13183,870
    (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.)
    H EXCESS FUNDS ARE INVESTED IN INTEREST BEARING ACCOUNTS PRIOR TO APPROVAL OF CONTRIBUTIONS TO QUALIFIED CHARITIES. IN THIS WAY, THERE ARE MORE FUNDS AVAILABLE FOR DONATION.
    8 THE FOUNDATION HAS RECEIVED DONATION OF SECURITIES AT VARIOUS TIMES. IT IS PRUDENT TO REVIEW THE FAIR MARKET VALUE OF THESE SECURITIES AND DISPOSE OF THEM WHEN APPROPRIATE.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $22,977


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $6,288


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $4,947


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $5,744


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $5,017


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $6,533


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $6,854


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $6,739


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $9,078


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $4,505


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $2,762


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $1,879


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $2,617


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, IL94710

    $3,522


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $2,150


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
     
     

    ALBERT AND PAMELA BENDICH  
    2600 TENTH STREET
     
    BERKELEY, CA94710

    $1,063


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    533 SHARES OF JOHNSON AND JOHNSON STOCK $ 55,746 1920-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    200 SHARES OF BRISTOL MYERS $ 11,830 2014-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    600 SHARES OF GENERAL ELECTRIC STOCK $ 15,498 2014-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    4
    500 SHARES ENTERPRISE PRODUCTS PARTNERS $ 17,725 2014-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    5
    200 SHARES OF CHEVRON CORP $ 22,694 2014-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    6
    244 SHARES OF VERIZON $ 11,631 2014-12-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    7
    250 SHARES OF MERCK $ 14,365 2014-12-24
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    8
    124 SHARES OF PROCTER & GAMBLE $ 10,076 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    9
    243 SHARES OF JOHNSON & JOHNSON $ 25,097 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    10
    195 SHARES OF DOW CHEMICAL $ 10,050 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    11
    18 SHARES OF GOOGLE INC. CLASS C $ 10,526 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    12
    78 SHARES OF CHEVRON CORP $ 10,082 2014-07-15
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    13
    17 SHARES OF GOOGLE INC CLASS A $ 10,082 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    14
    98 SHARES OF EXXON MOBIL CORP $ 10,034 2014-07-15
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    15
    159 SHARES OF APPLE INC. $ 15,060 2014-07-22
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    Employer identification number

    20-6085762
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,675 1,338   1,337

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 10,739 87,642
    B & G FOODS INC 5,730 35,880
    BRISTOL MYERS SQUIBB 6,288 11,806
    CHEVRON 15,730 72,693
    DOW CHEMICAL 4,505 8,894
    EXXON MOBIL 11,971 31,248
    GENERAL ELECTRIC CO 15,042 47,002
    GOOGLE 22,922 78,932
    IBM 15,182 35,297
    JOHNSON & JOHNSON 39,447 103,106
    MERCK & CO INC 6,854 14,198
    NOKIA CORP SPONSORED ADR 5,561 5,502
    PROCTER & GAMBLE 6,740 11,295
    VERIZON COMMUNICATIONS 6,533 11,414

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ENTERPRISE PROD PARTNERS AT COST 17,553 18,060
    CAPITAL WORLD GROWTH AND INCOME FUND AT COST 8,778 11,626
    EUROPACIFIC GROWTH FUND AT COST 7,672 9,145
    NEW PRESPECTIVE FUND AT COST 7,907 10,565
    SMALL CAP WORLD FUND AT COST 6,432 8,597

    TY 2014 LegalFeesSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,063 532   531


    TY 2014 OtherAssetsSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FIT DEPOSIT 524 2,840 2,840
    DUE FROM BROKER 1,034 122 122


    TY 2014 OtherExpensesSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 121 121   0
    CHARITY BUREAU FEE 15 0   15
    MARGIN INTEREST 130 130   0
    BANK CHARGES 106 106   0
    MISCELLANEOUS 65 0   65


    TY 2014 TaxesSchedule
    Name:
    ALBERT & PAMELA BENDICH CHARITABLE TRUST
    C/O ALAN H HAMMERMAN
    EIN: 20-6085762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 102 102   0
    FEDERAL TAX 2,821 0   0