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
GEORGE VERLANDER & CORNELA M
VERLANDER FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 629   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IRVINGTON, VA224800629
A Employer identification number

20-0482028
B Telephone number (see instructions)

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$7,953,369J 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 25,365 19,328 25,365
4 Dividends and interest from securities...... 208,610 208,610 208,610
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 446,344
b Gross sales price for all assets on line 6a 1,875,411
7 Capital gain net income (from Part IV, line 2)... 446,344
8 Net short-term capital gain......... 63,520
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........ 680,319 674,282 297,495
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,000 54,750   21,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,348 8,348    
c Other professional fees (attach schedule).... Click to see attachment 100,565 100,565    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,152 2,233    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,487 2,052   3,435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 196,552 167,948   24,685
25 Contributions, gifts, grants paid........ 511,000 511,000
26 Total expenses and disbursements. Add lines 24 and 25 707,552 167,948   535,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,233
b Net investment income (if negative, enter -0-) 506,334
c Adjusted net income (if negative, enter -0-)... 297,495
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............... 13,590 6,485 6,486
2 Savings and temporary cash investments.......... 104,057 89,553 89,553
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)........ 5,129,237 Click to see attachment5,105,080 7,395,712
c Investments—corporate bonds (attach schedule)........ 450,892 Click to see attachment467,025 461,618
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) 5,697,776 5,668,143 7,953,369
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) Click to see attachment2,400  
23 Total liabilities (add lines 17 through 22).......... 2,400 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,695,376 5,668,143
30 Total net assets or fund balances (see instructions)...... 5,695,376 5,668,143
31 Total liabilities and net assets/fund balances (see instructions).. 5,697,776 5,668,143
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 5,695,376
2 Enter amount from Part I, line 27a..................... 2 -27,233
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,668,143
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,668,143
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 CELGENE CORP P 2012-02-17 2014-03-21
b GS FINL SQ TREAS INSTL P 2013-09-23 2014-01-10
c VIRTUS EMRG MKT OPPTY I P 2011-09-26 2014-08-12
d PIMCO TOTAL RETURN I P 2011-12-01 2014-10-02
e PIMCO TOTAL RETURN I P 2012-12-13 2014-10-02
PIMCO TOTAL RETURN I P 2013-12-02 2014-10-02
PIMCO COMM REAL RET INST P 2010-12-16 2014-09-08
THORNBURG INTL VAL FD I P 2013-12-26 2014-09-08
MICROSOFT CORP P 2012-09-10 2014-03-24
SEADRILL LTD P 2011-08-22 2014-12-01
MFS VALUE FD CL I P 2009-07-21 2014-02-28
PIMCO TOTAL RETURN I P 2007-12-14 2014-10-02
PIMCO TOTAL RETURN I P 2008-07-01 2014-10-02
PIMCO TOTAL RETURN I P 2011-09-27 2014-10-02
THORNBURG INTL VAL FD I P 2011-12-27 2014-09-08
AFLAC INC P 2010-09-24 2014-08-01
DOVER CORP COMMON P 2013-06-03 2014-11-21
OCCIDENTAL PETE CORP P 2010-02-19 2014-11-07
WAL-MART STORES INC P 2012-12-10 2014-03-11
DEERE & CO P 2013-06-07 2014-12-02
GS FINL SQ TREAS INSTL P 2013-09-23 2014-04-11
.IMCO TOTAL RETURN I P 2010-12-16 2014-09-08
PIMCO TOTAL RETURN I P 2011-12-30 2014-10-02
PIMCO TOTAL RETURN I P 2012-12-13 2014-10-02
PIMCO TOTAL RETURN I P 2013-12-12 2014-10-02
RAINIER FDS M/C INSTL CL P 2010-12-16 2014-02-28
THORNBURG INTL VAL FD I P 2014-06-25 2014-09-08
MICROSOFT CORP P 2010-07-15 2014-07-28
PARAGON OFFSHORE LTD P 2011-04-25 2014-08-05
MFS VALUE FD CL I P 2009-07-21 2014-09-08
PIMCO TOTAL RETURN I P 2007-12-14 2014-10-02
PIMCO TOTAL RETURN I P 2008-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-12-13 2014-10-02
THORNBURG INTL VAL FD I P 2012-03-27 2014-09-08
AFLAC INC P 2010-12-15 2014-08-01
ESSEX PPTY TR INC P 2013-04-26 2014-06-03
ORACLE CORP P 2013-07-25 2014-11-07
FHLMC 4.75% 11/17/15 P 2011-07-22 2014-08-28
EMC CORP P 2009-08-31 2014-02-04
GS FINL SQ TREAS INSTL P 2013-09-23 2014-07-11
PIMCO TOTAL RETURN I P 2010-12-16 2014-10-02
PIMCO TOTAL RETURN I P 2012-01-03 2014-10-02
PIMCO TOTAL RETURN I P 2012-12-28 2014-10-02
PIMCO TOTAL RETURN I P 2013-12-12 2014-10-02
RAINIER FDS M/C INSTL CL P 2010-12-16 2014-09-08
TOUCHSTN SNDS CP INST GR P 2010-12-16 2014-02-28
MICROSOFT CORP P 2012-09-10 2014-07-28
PARAGON OFFSHORE LTD P 2011-08-09 2014-08-05
PIMCO TOTAL RETURN I P 2007-06-15 2014-10-02
PIMCO TOTAL RETURN I P 2008-01-02 2014-10-02
PIMCO TOTAL RETURN I P 2008-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-12-13 2014-10-02
THORNBURG INTL VAL FD I P 2012-06-26 2014-09-08
AT & T INC P 2009-12-04 2014-11-07
AMERISOURCEBERGEN CORP P 2012-11-13 2014-08-08
PEPSICO INCORPORATED P 2009-12-04 2014-11-07
CASH IN LIEU P 2010-12-31 2014-12-31
EBAY INC P 2009-08-31 2014-08-13
GOLDMAN FINL SQ TREAS MM P 2013-09-23 2014-10-10
PIMCO TOTAL RETURN I P 2011-01-03 2014-10-02
PIMCO TOTAL RETURN I P 2012-02-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-01-02 2014-10-02
PIMCO TOTAL RETURN I P 2014-01-02 2014-10-02
T ROWE PRICE REAL ESTATE P 2010-12-16 2014-08-12
VICTORY SMALL CO OPPTY I P 2010-12-16 2014-02-28
MICROSOFT CORP P 2010-07-15 2014-08-14
PARAGON OFFSHORE LTD P 2011-04-25 2014-08-15
PIMCO TOTAL RETURN I P 2007-07-02 2014-10-02
PIMCO TOTAL RETURN I P 2008-01-02 2014-10-02
PIMCO TOTAL RETURN I P 2008-09-02 2014-10-02
PIMCO TOTAL RETURN I P 2013-09-23 2014-10-02
THORNBURG INTL VAL FD I P 2012-08-20 2014-09-08
ACE LIMITED P 2011-11-21 2014-09-08
INTL BUSINESS MACH CORP P 2009-12-04 2014-10-22
PHILIP MORRIS INTL INC P 2011-03-16 2014-02-26
GENWORTH FINANCIAL INC P 2013-11-04 2014-11-10
GOLDMAN FINL SQ TREAS MM P 2014-09-09 2014-10-10
PIMCO TOTAL RETURN I P 2011-02-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-03-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-02-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-02-03 2014-10-02
T ROWE PRICE REAL ESTATE P 2010-12-16 2014-09-08
VICTORY SMALL CO OPPTY I P 2010-12-16 2014-09-08
PRINCIPAL FINANCIAL GR P 2011-12-22 2014-01-07
PARAGON OFFSHORE LTD P 2011-08-09 2014-08-15
PIMCO TOTAL RETURN I P 2007-07-02 2014-10-02
PIMCO TOTAL RETURN I P 2008-02-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-10-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-12-12 2014-10-02
THORNBURG INTL VAL FD I P 2012-09-25 2014-09-08
BAXTER INTERNATIONAL INC P 2011-11-21 2014-11-07
INTL BUSINESS MACH CORP P 2013-02-07 2014-10-22
PHILIP MORRIS INTL INC P 2013-08-28 2014-02-26
ISHARES MSCI EAFE ETF P 2009-08-31 2014-02-28
HARBOR FD INTL FD INSTL P 2010-12-16 2014-02-28
PIMCO TOTAL RETURN I P 2011-03-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-04-02 2014-10-02
PIMCO TOTAL RETURN I P 2013-03-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-03-03 2014-10-02
STRATTON SMALL CAP VALUE P 2010-12-16 2014-02-28
WM CRM MID CAP VAL CL I P 2010-12-16 2014-02-28
PRINCIPAL FINANCIAL GR P 2012-05-22 2014-01-07
ASTON MONTAG&CALWELL GRW P 2012-08-20 2014-02-28
PIMCO TOTAL RETURN I P 2007-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-02-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-11-03 2014-10-02
PIMCO TOTAL RETURN I P 2013-12-12 2014-10-02
THORNBURG INTL VAL FD I P 2013-03-25 2014-09-08
CALIFORNIA RES CORP P 2010-02-19 2014-12-05
JOHNSON & JOHNSON P 2009-12-04 2014-09-08
QUALCOMM INC P 2009-12-04 2014-09-08
JACOBS ENGINEERNG GROUP P 2011-02-03 2014-05-01
HOTCH&WILEY DIV VALUE-I P 2010-12-16 2014-02-28
PIMCO TOTAL RETURN I P 2011-04-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-05-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-04-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-04-01 2014-10-02
THORNBURG INTL VAL FD I P 2011-09-26 2014-09-08
WM CRM MID CAP VAL CL I P 2010-12-16 2014-09-08
PRUDENTIAL FINANCIAL INC P 2010-11-17 2014-01-07
WILLIAM BLR SML/CAP GR I P 2010-08-09 2014-02-28
PIMCO TOTAL RETURN I P 2007-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-03-03 2014-10-02
PIMCO TOTAL RETURN I P 2008-12-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-09-09 2014-10-02
THORNBURG INTL VAL FD I P 2013-06-25 2014-09-08
CALIFORNIA RES CORP P 2012-05-17 2014-12-05
KNOWLES CORP P 2013-06-03 2014-02-28
QUALCOMM INC P 2009-12-04 2014-11-21
VERIZON COMM 5.5%4/01/17 P 2009-10-20 2014-11-24
HOTCH&WILEY DIV VALUE-I P 2010-12-16 2014-09-08
PIMCO TOTAL RETURN I P 2011-05-02 2014-10-02
PIMCO TOTAL RETURN I P 2012-06-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-05-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-05-01 2014-10-02
THORNBURG INTL VAL FD I P 2011-12-27 2014-09-08
WFA ENDEAVOR SEL FD CL I P 2010-12-16 2014-02-28
QUESTCOR PHARMACEUTICALS P 2013-04-04 2014-02-25
BUFFALO SMALL CAP FD P 2009-06-03 2014-02-28
PIMCO TOTAL RETURN I P 2007-09-04 2014-10-02
PIMCO TOTAL RETURN I P 2008-03-03 2014-10-02
PIMCO TOTAL RETURN I P 2008-12-12 2014-10-02
PIMCO COMM REAL RET INST P 2009-07-20 2014-09-08
THORNBURG INTL VAL FD I P 2013-09-25 2014-09-08
CALIFORNIA RES CORP P 2013-01-10 2014-12-05
KNOWLES CORP P 2013-06-03 2014-03-04
ROBERT HALF INTL INC P 2012-10-25 2014-05-05
ASTON MONTAG&CALWELL GRW P 2012-08-20 2014-02-28
JANUS FLEX BD FD CL I P 2010-12-16 2014-02-28
PIMCO TOTAL RETURN I P 2011-06-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-07-02 2014-10-02
PIMCO TOTAL RETURN I P 2013-06-03 2014-10-02
PIMCO TOTAL RETURN I P 2014-06-02 2014-10-02
THORNBURG INTL VAL FD I P 2012-03-27 2014-09-08
AFLAC INC P 2009-07-31 2014-01-07
QUESTCOR PHARMACEUTICALS P 2013-04-04 2014-04-07
DREYFUS APPRECIATION INV P 2012-11-26 2014-02-28
PIMCO TOTAL RETURN I P 2007-09-04 2014-10-02
PIMCO TOTAL RETURN I P 2008-04-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-12-12 2014-10-02
RAINIER FDS M/C INSTL CL P 2009-01-16 2014-02-28
THORNBURG INTL VAL FD I P 2013-12-26 2014-09-08
CALIFORNIA RES CORP P 2013-08-01 2014-12-05
LOWES COMPANIES INC P 2012-02-15 2014-11-07
T ROWE PRICE GROUP INC P 2009-12-04 2014-01-24
ASTON MONTAG&CALWELL GRW P 2012-08-20 2014-09-08
LAZARD EMERG MKTS INSTL P 2010-12-03 2014-08-12
PIMCO TOTAL RETURN I P 2011-07-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-07-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-07-01 2014-10-02
THORNBURG INTL VAL FD I P 2012-06-26 2014-09-08
AFLAC INC P 2011-08-01 2014-01-07
SANFILIPPO JOHN B & SON P 2014-08-04 2014-10-07
DREYFUS APPRECIATION INV P 2012-11-26 2014-09-08
PIMCO TOTAL RETURN I P 2007-10-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-04-01 2014-10-02
PIMCO TOTAL RETURN I P 2009-06-03 2014-10-02
RAINIER FDS M/C INSTL CL P 2009-01-16 2014-09-08
THORNBURG INTL VAL FD I P 2014-06-25 2014-09-08
CATERPILLAR INC P 2010-07-09 2014-09-08
MCDONALDS CORP P 2010-04-29 2014-01-08
SANOFI ADR P 2012-11-13 2014-11-24
WILLIAM BLR SML/CAP GR I P 2010-12-16 2014-02-28
LAZARD EMERG MKTS INSTL P 2010-12-16 2014-08-12
PIMCO TOTAL RETURN I P 2011-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-08-20 2014-10-02
PIMCO TOTAL RETURN I P 2013-08-01 2014-10-02
PIMCO TOTAL RETURN I P 2014-08-01 2014-10-02
THORNBURG INTL VAL FD I P 2012-08-20 2014-09-08
ANALOG DEVICES INC P 2010-09-22 2014-06-11
SOVRAN SELF STORAGE INC P 2014-01-07 2014-10-14
HARBOR FD INTL FD INSTL P 2008-12-01 2014-02-28
PIMCO TOTAL RETURN I P 2007-10-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-05-01 2014-10-02
PIMCO TOTAL RETURN I P 2009-07-21 2014-10-02
RAINIER FDS M/C INSTL CL P 2009-07-21 2014-09-08
TOUCHSTN SNDS CP INST GR P 2009-01-16 2014-02-28
COCA COLA COMPANY P 2012-05-15 2014-11-07
MCDONALDS CORP P 2010-09-24 2014-01-08
SANOFI ADR P 2014-01-08 2014-11-24
WILLIAM BLR SML/CAP GR I P 2010-12-16 2014-09-08
LAZARD EMERG MKTS INSTL P 2010-12-16 2014-09-08
PIMCO TOTAL RETURN I P 2011-09-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-09-04 2014-10-02
PIMCO TOTAL RETURN I P 2013-09-03 2014-10-02
PIMCO TOTAL RETURN I P 2014-09-02 2014-10-02
THORNBURG INTL VAL FD I P 2012-09-25 2014-09-08
CHEVRON CORPORATION P 2010-01-26 2014-06-11
TEVA PHARMACEUTICAL ADR P 2012-05-22 2014-10-07
HOTCH&WILEY DIV VALUE-I P 2008-12-01 2014-02-28
PIMCO TOTAL RETURN I P 2007-11-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-05-01 2014-10-02
PIMCO TOTAL RETURN I P 2009-12-11 2014-10-02
T ROWE PRICE REAL ESTATE P 2009-07-20 2014-09-08
VICTORY SMALL CO OPPTY I P 2010-08-09 2014-02-28
COMCAST CORP NEW CL A P 2013-03-01 2014-09-08
MCDONALDS CORP P 2012-07-31 2014-01-08
TJX COS INC NEW P 2009-12-04 2014-07-23
BUFFALO SMALL CAP FD P 2010-12-16 2014-02-28
MFS VALUE FD CL I P 2010-12-16 2014-02-28
PIMCO TOTAL RETURN I P 2011-09-27 2014-10-02
PIMCO TOTAL RETURN I P 2012-10-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-09-23 2014-10-02
PIMCO TOTAL RETURN I P 2014-10-01 2014-10-02
THORNBURG INTL VAL FD I P 2013-03-25 2014-09-08
CHEVRON CORPORATION P 2012-05-22 2014-06-11
TEVA PHARMACEUTICAL ADR P 2014-01-07 2014-10-07
HOTCH&WILEY DIV VALUE-I P 2008-12-01 2014-09-08
PIMCO TOTAL RETURN I P 2007-11-01 2014-10-02
PIMCO TOTAL RETURN I P 2008-06-02 2014-10-02
PIMCO TOTAL RETURN I P 2009-12-11 2014-10-02
STRATTON SMALL CAP VALUE P 2009-07-21 2014-02-28
WM CRM MID CAP VAL CL I P 2009-07-21 2014-02-28
COMMERCE BANCSHARES INC P 2014-12-15 2014-12-15
NIKE INC CLASS B P 2011-10-27 2014-11-07
TARGET CORP P 2012-05-17 2014-11-07
DREYFUS APPRECIATION INV P 2012-11-26 2014-02-28
MFS VALUE FD CL I P 2010-12-16 2014-09-08
PIMCO TOTAL RETURN I P 2011-10-03 2014-10-02
PIMCO TOTAL RETURN I P 2012-11-01 2014-10-02
PIMCO TOTAL RETURN I P 2013-10-01 2014-10-02
PIMCO COMM REAL RET INST P 2010-12-03 2014-02-28
THORNBURG INTL VAL FD I P 2013-06-25 2014-09-08
INTEL CORP P 2011-02-24 2014-03-04
TRANSOCEAN LTD P 2013-03-06 2014-09-18
JANUS FLEX BD FD CL I P 2010-08-09 2014-02-28
PIMCO TOTAL RETURN I P 2007-12-03 2014-10-02
PIMCO TOTAL RETURN I P 2008-06-02 2014-10-02
PIMCO TOTAL RETURN I P 2010-12-10 2014-10-02
THORNBURG INTL VAL FD I P 2011-09-26 2014-09-08
WM CRM MID CAP VAL CL I P 2010-08-09 2014-02-28
CONOCOPHILLIPS P 2011-04-08 2014-11-07
NOVARTIS AG P 2011-07-28 2014-07-23
UNION PACIFIC CORP P 2013-05-07 2014-10-08
DREYFUS APPRECIATION INV P 2012-11-26 2014-09-08
OPP INTERNATL GRWTH CL Y P 2010-12-16 2014-02-28
PIMCO TOTAL RETURN I P 2011-11-01 2014-10-02
PIMCO TOTAL RETURN I P 2012-12-03 2014-10-02
PIMCO TOTAL RETURN I P 2013-11-01 2014-10-02
PIMCO COMM REAL RET INST P 2010-12-16 2014-02-28
THORNBURG INTL VAL FD I P 2013-09-25 2014-09-08
INTEL CORP P 2011-02-24 2014-08-11
SEADRILL LTD P 2011-06-24 2014-12-01
LAZARD EMERG MKTS INSTL P 2010-08-09 2014-09-08
PIMCO TOTAL RETURN I P 2007-12-03 2014-10-02
PIMCO TOTAL RETURN I P 2008-07-01 2014-10-02
PIMCO TOTAL RETURN I P 2010-12-10 2014-10-02
THORNBURG INTL VAL FD I P 2011-09-27 2014-09-08
WFA ENDEAVOR SEL FD CL I P 2009-07-21 2014-02-28
CULLEN FROST BANKERS INC P 2009-12-14 2014-11-07
NUCOR CORP P 2012-12-20 2014-06-30
WAL-MART STORES INC P 2012-11-06 2014-03-11
(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 32,356   16,425 15,931
b 1,550   1,550  
c 2,941   2,319 622
d 56   55 1
e 288   300 -12
44   44  
4,138   6,624 -2,486
15   15  
36,480   27,491 8,989
16,658   34,919 -18,261
5,228   2,881 2,347
359   350 9
184   180 4
475   472 3
51   40 11
4,747   4,185 562
10,350   8,219 2,131
2,639   2,449 190
5,968   5,774 194
10,172   9,958 214
1,366   1,366  
1,527   1,495 32
113   112 1
211   220 -9
134   132 2
5,807   4,209 1,598
131   130 1
26,441   15,101 11,340
1   2 -1
775   408 367
532   518 14
428   416 12
402   419 -17
81   72 9
6,824   6,402 422
7,213   6,108 1,105
1,595   1,291 304
16,866   18,185 -1,319
11,263   7,553 3,710
1,469   1,469  
16,296   16,027 269
55   55  
220   226 -6
26   25 1
853   588 265
5,176   3,062 2,114
22,035   15,273 6,762
2   2  
1,468   1,363 105
243   238 5
183   178 5
295   308 -13
211   165 46
1,747   1,380 367
7,100   3,887 3,213
2,895   1,916 979
60     60
9,807   4,096 5,711
57   57  
42   41 1
51   52 -1
48   50 -2
33   32 1
1,880   1,273 607
2,752   2,023 729
83,921   47,818 36,103
4,716   7,774 -3,058
236   220 16
330   323 7
188   183 5
3,980   3,940 40
73   62 11
2,124   1,334 790
17,000   13,361 3,639
14,694   11,478 3,216
6,672   11,556 -4,884
1,339   1,339  
60   60  
48   49 -1
37   38 -1
33   32 1
597   392 205
144   103 41
39,320   19,852 19,468
8,802   10,273 -1,471
349   325 24
396   399 -3
100   94 6
175   173 2
99   86 13
2,132   1,482 650
2,429   2,982 -553
3,574   3,749 -175
39,935   31,081 8,854
2,262   1,905 357
62   62  
59   61 -2
42   43 -1
36   35 1
4,335   2,765 1,570
4,914   3,964 950
19,660   9,828 9,832
4,927   4,494 433
227   213 14
169   171 -2
111   103 8
34   33 1
100   92 8
272   285 -13
2,086   1,287 799
2,283   1,355 928
8,704   7,748 956
4,763   3,148 1,615
65   65  
55   56 -1
53   55 -2
42   41 1
16,279   12,343 3,936
619   482 137
27,312   16,238 11,074
1,539   986 553
336   316 20
441   444 -3
98   93 5
477   477  
154   134 20
122   125 -3
15   13 2
11,336   7,226 4,110
27,626   26,821 805
2,165   1,329 836
65   66 -1
60   63 -3
62   65 -3
44   44  
32   25 7
4,511   2,997 1,514
70,919   27,893 43,026
2,910   1,504 1,406
271   257 14
188   190 -2
2,509   2,279 230
6,490   8,346 -1,856
75   75  
82   87 -5
1,906   1,608 298
10,077   6,230 3,847
5,376   4,903 473
2,572   2,607 -35
63   64 -1
54   56 -2
53   54 -1
56   56  
50   45 5
32,532   19,475 13,057
129,146   49,587 79,559
2,160   1,829 331
401   380 21
381   381  
1,429   1,298 131
5,803   2,428 3,375
19   19  
54   62 -8
1,740   818 922
4,679   2,984 1,695
613   539 74
2,518   2,677 -159
59   59  
43   45 -2
38   37 1
46   46  
131   103 28
32,532   22,850 9,682
40,313   32,499 7,814
1,884   1,490 394
214   206 8
163   163  
2,184   2,095 89
41   16 25
173   172 1
2,163   1,286 877
1,431   1,067 364
8,941   8,313 628
1,040   772 268
2,661   2,805 -144
55   56 -1
1,549   1,616 -67
46   46  
51   51  
869   739 130
105,435   56,819 48,616
32,536   26,076 6,460
453   221 232
317   305 12
418   418  
6,664   6,475 189
199   90 109
5,585   1,482 4,103
2,117   1,913 204
7,153   5,628 1,525
3,294   3,580 -286
152   114 38
797   817 -20
52   53 -1
48   51 -3
50   49 1
48   48  
70   61 9
12,494   7,478 5,016
26,857   19,622 7,235
3,810   1,472 2,338
251   243 8
179   179  
513   512 1
1,970   748 1,222
2,702   1,743 959
2,231   1,595 636
3,338   3,126 212
4,776   1,639 3,137
3,379   2,348 1,031
6,584   4,464 2,120
298   295 3
40   43 -3
1,641   1,625 16
36   35 1
71   65 6
74,965   60,073 14,892
26,857   20,521 6,336
2,016   724 1,292
371   360 11
438   433 5
143   142 1
4,478   1,979 2,499
292   176 116
32     32
1,880   961 919
2,571   2,215 356
2,808   2,378 430
2,270   1,471 799
59   58 1
59   63 -4
39   39  
357   544 -187
127   111 16
64,099   55,302 8,797
96,797   151,226 -54,429
1,541   1,588 -47
259   256 3
187   185 2
1,118   1,108 10
22,349   16,945 5,404
3,985   2,814 1,171
2,161   1,871 290
5,783   4,003 1,780
3,165   2,296 869
1,949   1,542 407
1,754   1,259 495
51   51  
61   65 -4
46   46  
1,611   2,425 -814
57   57  
105,898   68,064 37,834
47,198   113,053 -65,855
4,830   4,541 289
383   379 4
431   420 11
511   506 5
105   82 23
4,587   2,201 2,386
1,623   980 643
10,511   9,411 1,100
6,714   6,619 95
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       15,931
b        
c       622
d       1
e       -12
       
      -2,486
       
      8,989
      -18,261
      2,347
      9
      4
      3
      11
      562
      2,131
      190
      194
      214
       
      32
      1
      -9
      2
      1,598
      1
      11,340
      -1
      367
      14
      12
      -17
      9
      422
      1,105
      304
      -1,319
      3,710
       
      269
       
      -6
      1
      265
      2,114
      6,762
       
      105
      5
      5
      -13
      46
      367
      3,213
      979
      60
      5,711
       
      1
      -1
      -2
      1
      607
      729
      36,103
      -3,058
      16
      7
      5
      40
      11
      790
      3,639
      3,216
      -4,884
       
       
      -1
      -1
      1
      205
      41
      19,468
      -1,471
      24
      -3
      6
      2
      13
      650
      -553
      -175
      8,854
      357
       
      -2
      -1
      1
      1,570
      950
      9,832
      433
      14
      -2
      8
      1
      8
      -13
      799
      928
      956
      1,615
       
      -1
      -2
      1
      3,936
      137
      11,074
      553
      20
      -3
      5
       
      20
      -3
      2
      4,110
      805
      836
      -1
      -3
      -3
       
      7
      1,514
      43,026
      1,406
      14
      -2
      230
      -1,856
       
      -5
      298
      3,847
      473
      -35
      -1
      -2
      -1
       
      5
      13,057
      79,559
      331
      21
       
      131
      3,375
       
      -8
      922
      1,695
      74
      -159
       
      -2
      1
       
      28
      9,682
      7,814
      394
      8
       
      89
      25
      1
      877
      364
      628
      268
      -144
      -1
      -67
       
       
      130
      48,616
      6,460
      232
      12
       
      189
      109
      4,103
      204
      1,525
      -286
      38
      -20
      -1
      -3
      1
       
      9
      5,016
      7,235
      2,338
      8
       
      1
      1,222
      959
      636
      212
      3,137
      1,031
      2,120
      3
      -3
      16
      1
      6
      14,892
      6,336
      1,292
      11
      5
      1
      2,499
      116
      32
      919
      356
      430
      799
      1
      -4
       
      -187
      16
      8,797
      -54,429
      -47
      3
      2
      10
      5,404
      1,171
      290
      1,780
      869
      407
      495
       
      -4
       
      -814
       
      37,834
      -65,855
      289
      4
      11
      5
      23
      2,386
      643
      1,100
      95
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 2 446,344
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 63,520
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 429,323 7,499,209 0.057249
2012 525,416 6,913,456 0.075999
2011 469,781 6,629,666 0.070860
2010 462,909 6,273,281 0.073791
2009 378,657 4,415,483 0.085757
2 Total of line 1, column (d) ...................... 2 0.363656
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 0.072731
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 7,929,206
5 Multiply line 4 by line 3....................... 5 576,699
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,063
7 Add lines 5 and 6......................... 7 581,762
8 Enter qualifying distributions from Part XII, line 4.............. 8 535,685
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 10,127
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 10,127
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,127
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,600
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 10,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 473
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet473 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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
     
     
    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 ofbulletTHE FOUNDATION Telephone no.bullet (804) 435-1636
    Located atbulletPO BOX 629IRVINGTONVA ZIP+4bullet22480
    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
     
     
    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
    GRAHAM H NEAL JR PRESIDENT
    15.00     		67,000 0 0
    95 NORTH MAIN ST
    IRVINGTON,VA22480
    MURRELL MCLEOD SECRETARY
    1.00     		3,000 0 0
    PO BOX 629
    IRVINGTON,VA22480
    DEXTER RUMSEY DIRECTOR
    1.00     		3,000 0 0
    PO BOX 629
    IRVINGTON,VA22480
    H SCOTT NEAL VICE PRES.
    1.00     		3,000 0 0
    PO BOX 629
    IRVINGTON,VA22480
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,943,111
    b
    Average of monthly cash balances.......................
    1b
    106,844
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,049,955
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,049,955
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    120,749
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,929,206
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    396,460
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    396,460
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    10,127
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,127
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    386,333
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    386,333
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    386,333
    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
    535,685
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    535,685
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    535,685
    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 7 386,333
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 162,556
    b From 2010....... 158,705
    c From 2011....... 148,926
    d From 2012....... 186,610
    e From 2013....... 59,882
    fTotal of lines 3a through e......... 716,679
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 535,685
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 386,333
    e Remaining amount distributed out of corpus 149,352
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 866,031
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		162,556
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		703,475
    10 Analysis of line 9:
    a Excess from 2010.... 158,705
    b Excess from 2011.... 148,926
    c Excess from 2012.... 186,610
    d Excess from 2013.... 59,882
    e Excess from 2014.... 149,352
    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:
    JACK NEAL
    PO BOX 629
    IRVINGTON,VA22480
    (804) 435-1635
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHILDREN LIVING IN THE WEEMS VA AREA.
    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
    OLD DOMINION UNIVERSITY
    5115 HAMPTON BLVD
    NORFOLK,VA23529     		NONE 501(C)3 EDUCATION 25,000
    RADFORD UNIVERSITY
    EAST MAIN ST
    RADFORD,VA24142     		NONE 501(C)3 EDUCATION 10,000
    RAPPAHANNOCK COMMUNITY CO
    12745 COLLEGE DR
    GLENNS,VA23149     		NONE 501(C)3 EDUCATION 121,000
    CHRISTOPHER NEWPORT UN
    1 UNIVERSITY PL
    NEWPORT NEWS,VA23606     		NONE 501(C)3 EDUCATION 15,000
    JAMES MADISON UNIVERSITY
    800 S MAIN ST
    HARRISONBURG,VA22807     		NONE 501(C)3 EDUCATION 30,000
    SOWF FOUNDATION
    4409 WEST EL PRADO BLVD
    TAMPA,FL33629     		NONE 501(C)3 EDUCATION 5,000
    VIRGINIA TECH
    248 BURRUSS HALL
    BLACKSBURG,VA24061     		NONE 501 (C) 3 EDUCATION 10,000
    VIRGINIA COMMONWEALTH UNIV
    821 W FRANKLIN ST
    RICHMOND,VA23284     		NONE 501(C)3 EDUCATION 25,000
    WELLS FARGO 529 PLAN
    95 N MAIN ST
    KILMARNOCK,VA22482     		NONE EDU PLAN EDUCATION 270,000
    Total .................................bullet 3a 511,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 25,365  
    4 Dividends and interest from securities....     14 208,610  
    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 .............     		    18 446,344  
    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)..   680,319  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13680,319
    (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:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,348 8,348    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 467,025 461,618

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLIC SECURITIES 3,539,836 5,578,083
    MUTUAL FUNDS 1,565,244 1,817,629

    TY 2014 OtherExpensesSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    LICENSE 25 25    
    TRAVEL 1,499     1,499
    INSURANCE 1,793 1,793    
    MISCELLANEOUS 234 234    
    OFFICE EXPENSE 1,936     1,936


    TY 2014 OtherLiabilitiesSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Description Beginning of Year - Book Value End of Year - Book Value
    1099 BACKUP WH'S 2,400  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 100,565 100,565    


    TY 2014 TaxesSchedule
    Name:
    GEORGE VERLANDER & CORNELA M
    VERLANDER FOUNDATION
    EIN: 20-0482028
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990 TAX 3,919      
    FOREIGN TAX WH 2,233 2,233