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
STONEGRODD FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)320 EAST 72ND STREET NO 16/17A   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10021
A Employer identification number

46-1594782
B Telephone number (see instructions)

(212) 605-3100
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,018,371J 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).............. 250
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 20,248 20,248  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,550
b Gross sales price for all assets on line 6a 349,665
7 Capital gain net income (from Part IV, line 2)... 56,589
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........ 74,048 76,837  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,325 10,000   3,325
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 349 349   0
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 3,804 3,554   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,478 13,903   3,575
25 Contributions, gifts, grants paid........ 98,000 98,000
26 Total expenses and disbursements. Add lines 24 and 25 115,478 13,903   101,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -41,430
b Net investment income (if negative, enter -0-) 62,934
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 14,088 28,300 28,300
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)........ 944,522 Click to see attachment888,880 990,071
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 958,610 917,180 1,018,371
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,004,934 958,610
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -46,324 -41,430
30 Total net assets or fund balances (see instructions)...... 958,610 917,180
31 Total liabilities and net assets/fund balances (see instructions).. 958,610 917,180
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)............... 1 958,610
2 Enter amount from Part I, line 27a..................... 2 -41,430
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 917,180
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. 6 917,180
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 6 DOLLAR GENERAL CORP P 2014-08-01 2014-12-24
b 3 DOLLAR GENERAL CORP P 2014-08-01 2014-12-24
c 13 EMC CORP/MASS P 2014-07-31 2014-12-24
d 5 AETNA INC P 2014-06-18 2014-12-24
e 9 US BANCORP P 2014-02-21 2014-12-24
4 MONSTER BEVERAGE CORP P 2014-02-11 2014-12-24
46 OFFICE DEPOT INC P 2014-02-04 2014-12-24
4 AMERICAN TOWER CORP P 2013-12-30 2014-12-24
9 AMDOCS LTD P 2013-05-22 2014-12-24
3 COSTCO WHOLESALE CORP P 2013-04-24 2014-12-24
30 ALTRIA GROUP INC P 2013-03-06 2014-12-24
42.194 AB DISCOVERY GROWTH FND CL ADV P 2013-03-05 2014-12-24
19.305 AB DISCOVERY VALUE FUND CL ADV P 2013-03-05 2014-12-24
5 ANSYS INC P 2013-03-05 2014-12-24
4 APPLE INC P 2013-03-05 2014-12-24
2 BIOGEN IDEC INC P 2013-03-05 2014-12-24
9 FIDELITY NATIONAL INFORMATION P 2013-03-05 2014-12-24
1 GOOGLE INC-CL A P 2013-03-05 2014-12-24
2 INTERCONTINENTAL EXCHANGE IN P 2013-03-05 2014-12-24
3 PARTNERRE LTD P 2013-03-05 2014-12-24
10 PARTNERRE LTD P 2013-03-05 2014-12-24
5 STARBUCKS CORP P 2013-03-05 2014-12-24
5 TIME WARNER INC P 2013-03-05 2014-12-24
5 WALT DISNEY CO/THE P 2013-03-05 2014-12-24
6 LYONDELLBASELL INDU-CL A D 2012-01-27 2014-12-24
15 BECTON DICKINSON & CO P 2013-03-05 2014-12-23
307.122 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO P 2013-03-05 2014-12-23
72.512 BERNSTEIN INTERNATIONAL PORTFOLIO P 2013-03-05 2014-12-23
706.548 OVERLAY A PORTFOLIO CLASS 1 P 2013-03-05 2014-12-23
13 DOVER CORP P 2014-12-03 2014-12-10
10 DOVER CORP P 2014-10-08 2014-12-10
15 DOVER CORP P 2014-06-16 2014-12-10
30 DOVER CORP P 2014-04-28 2014-12-10
2 CALIFORNIA RESOURCES CORP P 2014-08-19 2014-12-05
6 CALIFORNIA RESOURCES CORP P 2014-07-01 2014-12-05
22 CALIFORNIA RESOURCES CORP P 2013-09-19 2014-12-05
4 ANTHEM INC P 2014-07-28 2014-12-04
12 MURPHY OIL CORP P 2014-07-23 2014-12-04
6 DR PEPPER SNAPPLE GROUP INC P 2014-07-07 2014-12-04
6 ESTEE LAUDER COMPANIES-CL A P 2014-05-28 2014-12-04
2 ACTAVIS PLC P 2014-05-23 2014-12-04
7 SERVICENOW INC P 2014-04-29 2014-12-04
1 INTUITIVE SURGICAL INC P 2014-04-07 2014-12-04
7 QUINTILES TRANSNATIONAL HOLDIN P 2014-03-13 2014-12-04
8 MONSTER BEVERAGE CORP P 2014-02-11 2014-12-04
11 DTE ENERGY COMPANY P 2014-02-04 2014-12-04
11 GAMESTOP CORP-CLASS A P 2014-01-21 2014-12-04
5 NIKE INC -CL B P 2013-12-06 2014-12-04
5 MEAD JOHNSON NUTRITION CO P 2013-11-25 2014-12-04
12 AMPHENOL CORP-CL A P 2013-11-08 2014-12-04
6 HESS CORP P 2013-10-11 2014-12-04
7 OCCIDENTAL PETROLEUM CORP P 2013-09-19 2014-12-04
4 GILEAD SCIENCES INC P 2013-06-12 2014-12-04
13 ELECTRONIC ARTS INC P 2013-05-29 2014-12-04
9 AMDOCS LTD P 2013-05-22 2014-12-04
2 ALLERGAN INC P 2013-05-20 2014-12-04
24 AMERICAN EXPRESS CO P 2013-05-15 2014-12-04
4 BOEING CO/THE P 2013-05-01 2014-12-04
9 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2014-12-04
3 EVEREST RE GROUP LTD P 2013-03-08 2014-12-04
11 ALTRIA GROUP INC P 2013-03-06 2014-12-04
69.513 AB DISCOVERY GROWTH FND CL ADV P 2013-03-05 2014-12-04
43.048 AB DISCOVERY VALUE FUND CL ADV P 2013-03-05 2014-12-04
6 APPLE INC P 2013-03-05 2014-12-04
32 BANK OF AMERICA CORP P 2013-03-05 2014-12-04
3 BECTON DICKINSON & CO P 2013-03-05 2014-12-04
16 COMCAST CORP-CLASS A P 2013-03-05 2014-12-04
12 DANAHER CORP P 2013-03-05 2014-12-04
1 GOOGLE INC-CL A P 2013-03-05 2014-12-04
22 HEWLETT-PACKARD CO P 2013-03-05 2014-12-04
5 HOME DEPOT INC P 2013-03-05 2014-12-04
6 JOHNSON & JOHNSON P 2013-03-05 2014-12-04
7 JPMORGAN CHASE & CO P 2013-03-05 2014-12-04
12 KROGER CO P 2013-03-05 2014-12-04
7 MERCK & CO. INC. P 2013-03-05 2014-12-04
13 MICROSOFT CORP P 2013-03-05 2014-12-04
1376.143 OVERLAY A PORTFOLIO CLASS 1 P 2013-03-05 2014-12-04
54 PFIZER INC P 2013-03-05 2014-12-04
5 UNION PACIFIC CORP P 2013-03-05 2014-12-04
13 VERIZON COMMUNICATIONS INC P 2013-03-05 2014-12-04
18 WELLS FARGO & COMPANY P 2013-03-05 2014-12-04
6 ASSURANT INC P 2014-02-05 2014-12-03
69 OFFICE DEPOT INC P 2014-02-04 2014-12-03
18 ASSURANT INC P 2013-12-30 2014-12-03
4 AMDOCS LTD P 2013-05-22 2014-12-03
10 AMDOCS LTD P 2013-03-05 2014-12-03
11 KROGER CO P 2013-03-05 2014-12-03
20 LINCOLN NATIONAL CORP P 2013-11-27 2014-12-02
15 LINCOLN NATIONAL CORP P 2013-11-08 2014-12-02
13 LINCOLN NATIONAL CORP P 2013-10-25 2014-12-02
30 MEDTRONIC INC P 2013-08-20 2014-11-24
15 MEDTRONIC INC P 2013-03-05 2014-11-24
13 HEWLETT-PACKARD CO P 2013-03-05 2014-11-19
15 UNION PACIFIC CORP P 2013-03-05 2014-11-19
12 LINCOLN NATIONAL CORP P 2013-10-25 2014-11-17
2 LINCOLN NATIONAL CORP P 2013-08-27 2014-11-17
3 LINCOLN NATIONAL CORP P 2013-08-27 2014-11-17
1 EOG RESOURCES INC P 2014-07-15 2014-10-22
7 EOG RESOURCES INC P 2014-06-20 2014-10-22
16 EOG RESOURCES INC P 2014-06-09 2014-10-22
20 TWENTY-FIRST CENTURY FOX-A P 2014-08-19 2014-10-20
10 HALLIBURTON CO P 2014-06-13 2014-10-20
65 TWENTY-FIRST CENTURY FOX-A P 2014-03-07 2014-10-20
50 HALLIBURTON CO P 2013-08-26 2014-10-20
20 LINEAR TECHNOLOGY CORP P 2014-05-23 2014-10-17
10 LINEAR TECHNOLOGY CORP P 2014-05-07 2014-10-17
15 LINEAR TECHNOLOGY CORP P 2014-05-06 2014-10-17
25 LINEAR TECHNOLOGY CORP P 2014-04-29 2014-10-17
20 LINEAR TECHNOLOGY CORP P 2014-03-25 2014-10-17
60 DISCOVERY COMMUNICATION-A P 2014-08-20 2014-10-14
3 ALLERGAN INC P 2013-05-20 2014-10-08
5 ALLERGAN INC P 2013-05-16 2014-10-08
10 MEDTRONIC INC P 2013-03-05 2014-10-08
17 BECTON DICKINSON & CO P 2013-03-05 2014-10-06
24 CBS CORP-CLASS B NON VOTING P 2014-09-08 2014-10-03
3 COPA HOLDINGS SA-CLASS A P 2014-07-09 2014-10-03
3 COPA HOLDINGS SA-CLASS A P 2014-06-19 2014-10-03
9 COPA HOLDINGS SA-CLASS A P 2014-06-16 2014-10-03
13 LORILLARD INC P 2014-05-01 2014-10-01
15 CITIGROUP INC P 2014-04-17 2014-10-01
11 LORILLARD INC P 2014-02-04 2014-10-01
55 CITIGROUP INC P 2013-03-05 2014-10-01
25 PFIZER INC P 2013-03-05 2014-10-01
16 MCDONALD'S CORP P 2013-03-05 2014-09-30
10 LINEAR TECHNOLOGY CORP P 2014-03-25 2014-09-26
10 DOW CHEMICAL CO/THE P 2014-02-21 2014-09-26
5 HESS CORP P 2013-10-11 2014-09-26
5 AON PLC P 2013-09-19 2014-09-26
10 LINCOLN NATIONAL CORP P 2013-08-27 2014-09-26
5 GILEAD SCIENCES INC P 2013-06-12 2014-09-26
10 GILEAD SCIENCES INC P 2013-06-12 2014-09-26
10 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2014-09-26
10 APPLE INC P 2013-03-05 2014-09-26
5 APPLE INC P 2013-03-05 2014-09-26
25 BANK OF AMERICA CORP P 2013-03-05 2014-09-26
25 PFIZER INC P 2013-03-05 2014-09-26
5 UNION PACIFIC CORP P 2013-03-05 2014-09-26
24 VIACOM INC-CLASS B P 2013-03-05 2014-09-26
5 APPLE INC P 2013-03-05 2014-09-19
8 UNITED TECHNOLOGIES CORP P 2014-07-07 2014-09-08
12 UNITED TECHNOLOGIES CORP P 2014-04-29 2014-09-08
20 TIME WARNER INC P 2013-03-05 2014-09-08
10 UNION PACIFIC CORP P 2013-03-05 2014-09-08
14 BERKSHIRE HATHAWAY INC-CL B P 2013-03-05 2014-09-05
20 HERSHEY CO/THE P 2014-02-21 2014-09-04
5 HERSHEY CO/THE P 2014-02-05 2014-09-04
4 EVEREST RE GROUP LTD P 2013-03-08 2014-09-04
30 LINCOLN NATIONAL CORP P 2013-08-27 2014-09-03
25 MEDTRONIC INC P 2013-03-05 2014-09-03
10 MEAD JOHNSON NUTRITION CO P 2013-11-25 2014-09-02
11 BOEING CO/THE P 2013-05-01 2014-08-15
20 COGNIZANT TECH SOLUTIONS-A P 2013-05-01 2014-08-15
30 COGNIZANT TECH SOLUTIONS-A P 2013-03-05 2014-08-15
2 PRECISION CASTPARTS CORP P 2013-03-05 2014-08-15
10 HESS CORP P 2013-10-11 2014-08-07
35 MONDELEZ INTERNATIONAL-W/I P 2014-05-01 2014-08-04
110 GENWORTH FINANCIAL INC-CL A P 2013-06-26 2014-08-01
19 PARKER HANNIFIN CORP P 2013-09-23 2014-07-31
15 TJX COMPANIES INC P 2013-04-05 2014-07-30
20 TJX COMPANIES INC P 2013-03-05 2014-07-30
15 DANAHER CORP P 2013-03-05 2014-07-29
40 EBAY INC P 2014-03-05 2014-07-24
5 BERKSHIRE HATHAWAY INC-CL B P 2013-03-05 2014-07-24
15 TIME WARNER INC P 2013-03-05 2014-07-18
30 TJX COMPANIES INC P 2013-03-05 2014-07-18
50 VALERO ENERGY CORP P 2013-03-05 2014-07-18
4 F5 NETWORKS INC P 2014-03-03 2014-07-14
15 HERSHEY CO/THE P 2014-02-05 2014-07-14
20 HASBRO INC P 2013-11-01 2014-07-11
5 MEAD JOHNSON NUTRITION CO P 2013-11-25 2014-07-01
95 GANNETT CO P 2013-10-15 2014-07-01
35 VALERO ENERGY CORP P 2013-03-05 2014-07-01
20 APPLE INC P 2013-03-05 2014-06-30
11 LORILLARD INC P 2014-02-04 2014-06-27
9 VERTEX PHARMACEUTICALS INC P 2014-05-06 2014-06-26
4 F5 NETWORKS INC P 2014-03-03 2014-06-26
11 VERTEX PHARMACEUTICALS INC P 2013-03-05 2014-06-26
25 TJX COMPANIES INC P 2013-03-05 2014-06-25
10 WAL-MART STORES INC P 2013-05-20 2014-06-20
10 WAL-MART STORES INC P 2013-03-27 2014-06-20
4 WAL-MART STORES INC P 2013-03-06 2014-06-20
2 INTUITIVE SURGICAL INC P 2014-04-07 2014-06-19
10 EBAY INC P 2014-03-05 2014-06-19
4 F5 NETWORKS INC P 2014-03-03 2014-06-19
10 VERIZON COMMUNICATIONS INC P 2013-03-05 2014-06-19
40 HEALTH NET INC P 2013-03-05 2014-06-17
45 KROGER CO P 2013-03-05 2014-06-17
10 NIKE INC -CL B P 2013-12-06 2014-06-13
5 COSTCO WHOLESALE CORP P 2013-04-24 2014-06-13
1 TIME INC P 2014-05-23 2014-06-10
5 MEAD JOHNSON NUTRITION CO P 2013-11-25 2014-06-10
10 COGNIZANT TECH SOLUTIONS-A P 2013-03-05 2014-06-10
7 TIME INC P 2013-03-05 2014-06-10
5 UNION PACIFIC CORP P 2013-03-05 2014-06-10
10 WALT DISNEY CO/THE P 2013-03-05 2014-06-09
6 FEDEX CORP P 2013-11-21 2014-06-06
13 FEDEX CORP P 2013-11-19 2014-06-06
45 GENWORTH FINANCIAL INC-CL A P 2013-06-26 2014-06-02
5 WALT DISNEY CO/THE P 2013-03-05 2014-05-28
10 ANSYS INC P 2013-03-05 2014-05-23
6 AMAZON.COM INC P 2013-03-05 2014-05-21
5 INTERCONTINENTALEXCHANGE GROUP P 2013-03-05 2014-05-21
85 NAVIENT CORP P 2014-04-17 2014-05-20
21 VIACOM INC-CLASS B P 2013-03-05 2014-05-14
45 MACY'S INC P 2013-03-05 2014-05-06
35 VERIZON COMMUNICATIONS INC P 2013-03-05 2014-05-06
15 CBS CORP-CLASS B NON VOTING P 2013-07-17 2014-05-01
40 CBS CORP-CLASS B NON VOTING P 2013-06-19 2014-05-01
6 WAL-MART STORES INC P 2013-03-06 2014-05-01
5 ALLERGAN INC P 2013-05-16 2014-04-29
5 ALLERGAN INC P 2013-05-01 2014-04-29
10 ANSYS INC P 2013-03-05 2014-04-29
10 COGNIZANT TECH SOLUTIONS-A P 2013-03-05 2014-04-29
50 FISERV INC P 2014-01-29 2014-04-28
80 REGAL ENTERTAINMENT GROUP-A P 2013-07-08 2014-04-28
3 AMAZON.COM INC P 2013-03-05 2014-04-28
60 CIT GROUP INC P 2013-03-05 2014-04-28
10 AMERICAN INTERNATIONAL GROUP P 2013-04-24 2014-04-25
5 MEAD JOHNSON NUTRITION CO P 2013-11-25 2014-04-24
5 OCCIDENTAL PETROLEUM CORP P 2013-09-19 2014-04-24
10 COSTCO WHOLESALE CORP P 2013-04-24 2014-04-24
25 FIDELITY NATIONAL INFORMATION P 2013-03-05 2014-04-24
3 INTERCONTINENTALEXCHANGE GROUP P 2013-03-05 2014-04-24
2 PRECISION CASTPARTS CORP P 2013-03-05 2014-04-24
15 HASBRO INC P 2013-11-01 2014-04-23
24 REYNOLDS AMERICAN INC P 2013-03-06 2014-04-23
10 STARBUCKS CORP P 2013-03-05 2014-04-23
10 VERISK ANALYTICS INC-CL A P 2014-03-13 2014-04-15
30 VERISK ANALYTICS INC-CL A P 2013-11-06 2014-04-15
15 EATON CORP PLC P 2014-03-13 2014-04-14
30 EATON CORP PLC P 2013-03-05 2014-04-14
5 PARKER HANNIFIN CORP P 2013-09-23 2014-04-11
5 SCHLUMBERGER LTD P 2013-07-22 2014-04-11
25 CBS CORP-CLASS B NON VOTING P 2013-06-19 2014-04-11
383.005 BERNSTEIN INTERNATIONAL PORTFOLIO P 2013-03-05 2014-04-11
35 CITIGROUP INC P 2013-03-05 2014-04-11
1067.323 OVERLAY A PORTFOLIO CLASS 1 P 2013-03-05 2014-04-11
10 SCHLUMBERGER LTD P 2013-03-05 2014-04-11
15 MACY'S INC P 2013-03-05 2014-04-10
20 COGNIZANT TECH SOLUTIONS-A P 2013-03-05 2014-03-28
11 PARKER HANNIFIN CORP P 2013-09-23 2014-03-27
14 LIBERTY MEDIA CORP P 2013-03-05 2014-03-24
10 SCHLUMBERGER LTD P 2013-03-05 2014-03-24
1 PRICELINE.COM INC P 2013-04-11 2014-03-14
4 INTERCONTINENTALEXCHANGE GROUP P 2013-03-05 2014-03-14
50 PULTE GROUP INC P 2013-07-22 2014-03-12
25 PFIZER INC P 2013-03-05 2014-03-12
25 PULTE GROUP INC P 2013-03-05 2014-03-12
25 AMDOCS LTD P 2013-03-05 2014-03-11
13 LORILLARD INC P 2014-02-04 2014-03-04
21 REYNOLDS AMERICAN INC P 2013-03-06 2014-03-04
80 PULTE GROUP INC P 2013-03-05 2014-02-28
10 LYONDELLBASELL INDU-CL A D 2012-01-27 2014-02-28
55 GENERAL MOTORS CO P 2013-12-30 2014-02-26
4 WW GRAINGER INC P 2013-08-26 2014-02-25
3 WW GRAINGER INC P 2013-05-24 2014-02-25
10 ALLERGAN INC P 2013-05-01 2014-02-21
130 CONAGRA FOODS INC P 2013-03-06 2014-02-21
25 WAL-MART STORES INC P 2013-03-06 2014-02-21
183.486 BERNSTEIN INTERNATIONAL PORTFOLIO P 2013-03-05 2014-02-21
5 LIBERTY MEDIA CORP P 2013-03-05 2014-02-21
161.943 OVERLAY A PORTFOLIO CLASS 1 P 2013-03-05 2014-02-21
20 KINDER MORGAN INC P 2013-07-19 2014-02-20
4 WW GRAINGER INC P 2013-05-24 2014-02-20
30 KINDER MORGAN INC P 2013-05-17 2014-02-20
16 CHEVRON CORP P 2013-03-05 2014-02-20
10 KINDER MORGAN INC P 2013-03-05 2014-02-20
2 AMAZON.COM INC P 2013-03-05 2014-02-19
21 NOBLE ENERGY INC D 2010-05-05 2014-02-19
3 WW GRAINGER INC P 2013-05-24 2014-02-14
10 CHUBB CORP P 2013-04-09 2014-02-14
3 PRECISION CASTPARTS CORP P 2013-03-05 2014-02-14
8 LINKEDIN CORP - A P 2013-05-08 2014-02-12
10 DANAHER CORP P 2013-03-05 2014-02-11
10 SCHLUMBERGER LTD P 2013-03-05 2014-02-11
14 NOBLE ENERGY INC D 2010-05-05 2014-02-11
2 BIOGEN IDEC INC P 2013-03-05 2014-02-10
10 COGNIZANT TECH SOLUTIONS-A P 2013-03-05 2014-02-10
7 EVEREST RE GROUP LTD P 2013-03-08 2014-02-06
15 CITIGROUP INC P 2013-03-05 2014-02-06
10 PHILIP MORRIS INTERNATIONAL P 2013-03-05 2014-02-04
15 CELGENE CORP P 2013-04-04 2014-02-03
4 INTL BUSINESS MACHINES CORP P 2013-04-03 2014-02-03
11 INTL BUSINESS MACHINES CORP P 2013-03-05 2014-02-03
20 ILLINOIS TOOL WORKS P 2013-05-14 2014-01-31
40 ILLINOIS TOOL WORKS P 2013-03-25 2014-01-31
25 CITIGROUP INC P 2013-03-05 2014-01-31
20 PATTERSON COS INC P 2013-07-03 2014-01-28
20 PATTERSON COS INC P 2013-03-05 2014-01-28
15 EBAY INC P 2013-03-25 2014-01-27
40 EBAY INC P 2013-03-05 2014-01-27
4 CHIPOTLE MEXICAN GRILL-CL A P 2013-03-05 2014-01-22
10 MARATHON PETROLEUM CORP P 2013-05-06 2014-01-21
40 MARATHON PETROLEUM CORP P 2013-03-25 2014-01-21
10 ANSYS INC P 2013-03-05 2014-01-21
45 AT&T INC P 2013-03-05 2014-01-21
10 SCHLUMBERGER LTD P 2013-03-05 2014-01-10
10 NOBLE ENERGY INC D 2010-05-05 2014-01-10
TIME INC CASH IN LIEU P 2001-01-01 2014-07-02
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 419   333 86
b 209   166 43
c 398   384 14
d 449   403 46
e 414   364 50
448   291 157
402   224 178
403   318 85
428   327 101
434   324 110
1,520   1,024 496
400   347 53
400   370 30
420   391 29
450   247 203
671   343 328
576   343 233
539   420 119
447   317 130
344   271 73
1,147   903 244
407   283 124
429   264 165
474   282 192
492   244 248
2,079   1,337 742
4,140   4,300 -160
1,100   1,044 56
8,740   7,836 904
927   1,000 -73
713   775 -62
1,069   1,335 -266
2,139   2,551 -412
13   21 -8
40   63 -23
147   205 -58
512   458 54
591   809 -218
434   354 80
448   454 -6
534   427 107
435   326 109
511   500 11
402   364 38
851   582 269
907   741 166
406   428 -22
495   399 96
510   420 90
645   486 159
457   486 -29
579   621 -42
406   207 199
608   302 306
433   327 106
427   200 227
2,201   1,746 455
525   365 160
496   373 123
524   383 141
559   376 183
700   572 128
1,000   826 174
695   371 324
551   372 179
422   267 155
902   655 247
1,014   748 266
542   420 122
862   449 413
494   352 142
647   466 181
429   349 80
729   356 373
428   302 126
636   368 268
18,055   15,261 2,794
1,708   1,520 188
599   349 250
633   619 14
980   647 333
412   388 24
454   336 118
1,237   1,192 45
191   145 46
478   365 113
647   326 321
1,124   1,028 96
843   728 115
731   582 149
2,177   1,582 595
1,088   686 402
484   265 219
1,802   1,047 755
673   538 135
112   86 26
168   129 39
94   114 -20
658   820 -162
1,504   1,764 -260
653   715 -62
529   669 -140
2,123   2,232 -109
2,647   2,461 186
788   918 -130
394   443 -49
591   666 -75
985   1,115 -130
788   974 -186
2,074   2,679 -605
564   300 264
940   505 435
651   457 194
2,100   1,516 584
1,266   1,417 -151
328   430 -102
328   432 -104
983   1,251 -268
773   772 1
769   725 44
654   537 117
2,821   2,404 417
732   704 28
1,520   1,533 -13
444   487 -43
536   472 64
482   405 77
437   376 61
541   430 111
542   259 283
1,072   518 554
547   415 132
996   618 378
503   309 194
426   291 135
745   704 41
544   349 195
1,859   1,466 393
508   309 199
870   920 -50
1,305   1,416 -111
1,533   1,057 476
1,078   698 380
1,933   1,442 491
1,799   2,152 -353
450   503 -53
656   510 146
1,656   1,291 365
1,608   1,143 465
950   840 110
1,357   1,005 352
897   642 255
1,346   1,193 153
481   378 103
979   810 169
1,273   1,248 25
1,446   1,222 224
2,199   2,024 175
795   702 93
1,060   905 155
1,113   935 178
2,132   2,366 -234
642   515 127
1,287   793 494
1,575   1,358 217
2,447   2,205 242
440   441 -1
1,426   1,508 -82
1,088   1,035 53
462   420 42
3,013   2,499 514
1,763   1,544 219
1,853   1,236 617
675   537 138
827   603 224
429   441 -12
1,010   524 486
1,332   1,131 201
754   777 -23
754   748 6
301   294 7
805   999 -194
496   592 -96
438   441 -3
494   476 18
1,604   1,025 579
2,116   1,334 782
741   798 -57
575   540 35
23   29 -6
439   420 19
476   398 78
161   125 36
509   349 160
855   563 292
858   827 31
1,858   1,766 92
767   500 267
418   282 136
746   783 -37
1,828   1,651 177
955   792 163
1,360   1,424 -64
1,745   1,283 462
2,505   1,879 626
1,658   1,666 -8
867   790 77
2,311   1,953 358
477   440 37
831   505 326
831   498 333
761   783 -22
479   398 81
2,819   2,829 -10
1,511   1,519 -8
880   826 54
2,781   2,564 217
516   415 101
439   420 19
485   462 23
1,149   1,081 68
1,319   954 365
618   475 143
513   378 135
824   777 47
1,297   1,041 256
704   566 138
572   626 -54
1,716   1,864 -148
1,066   1,089 -23
2,132   1,846 286
595   533 62
487   420 67
1,468   1,220 248
6,220   5,515 705
1,600   1,530 70
13,000   11,837 1,163
973   775 198
883   626 257
998   796 202
1,298   1,172 126
1,870   1,546 324
933   775 158
1,277   729 548
819   634 185
978   953 25
808   704 104
489   506 -17
1,126   912 214
707   635 72
1,155   911 244
1,681   1,619 62
886   407 479
2,020   2,250 -230
1,005   1,015 -10
754   774 -20
1,253   995 258
3,701   4,527 -826
1,827   1,835 -8
3,000   2,642 358
680   552 128
2,000   1,796 204
663   792 -129
994   1,032 -38
995   1,205 -210
1,833   1,888 -55
332   375 -43
693   550 143
1,398   793 605
729   774 -45
858   889 -31
781   567 214
1,543   1,419 124
754   624 130
900   775 125
929   528 401
632   343 289
961   796 165
964   893 71
720   656 64
770   923 -153
2,273   1,738 535
698   856 -158
1,919   2,274 -355
1,582   1,385 197
3,164   2,462 702
1,192   1,093 99
803   755 48
803   729 74
799   783 16
2,131   2,211 -80
2,070   1,324 746
865   795 70
3,458   3,637 -179
846   783 63
1,503   1,647 -144
870   775 95
648   377 271
3     3
14,967     14,967
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       86
b       43
c       14
d       46
e       50
      157
      178
      85
      101
      110
      496
      53
      30
      29
      203
      328
      233
      119
      130
      73
      244
      124
      165
      192
      248
      742
      -160
      56
      904
      -73
      -62
      -266
      -412
      -8
      -23
      -58
      54
      -218
      80
      -6
      107
      109
      11
      38
      269
      166
      -22
      96
      90
      159
      -29
      -42
      199
      306
      106
      227
      455
      160
      123
      141
      183
      128
      174
      324
      179
      155
      247
      266
      122
      413
      142
      181
      80
      373
      126
      268
      2,794
      188
      250
      14
      333
      24
      118
      45
      46
      113
      321
      96
      115
      149
      595
      402
      219
      755
      135
      26
      39
      -20
      -162
      -260
      -62
      -140
      -109
      186
      -130
      -49
      -75
      -130
      -186
      -605
      264
      435
      194
      584
      -151
      -102
      -104
      -268
      1
      44
      117
      417
      28
      -13
      -43
      64
      77
      61
      111
      283
      554
      132
      378
      194
      135
      41
      195
      393
      199
      -50
      -111
      476
      380
      491
      -353
      -53
      146
      365
      465
      110
      352
      255
      153
      103
      169
      25
      224
      175
      93
      155
      178
      -234
      127
      494
      217
      242
      -1
      -82
      53
      42
      514
      219
      617
      138
      224
      -12
      486
      201
      -23
      6
      7
      -194
      -96
      -3
      18
      579
      782
      -57
      35
      -6
      19
      78
      36
      160
      292
      31
      92
      267
      136
      -37
      177
      163
      -64
      462
      626
      -8
      77
      358
      37
      326
      333
      -22
      81
      -10
      -8
      54
      217
      101
      19
      23
      68
      365
      143
      135
      47
      256
      138
      -54
      -148
      -23
      286
      62
      67
      248
      705
      70
      1,163
      198
      257
      202
      126
      324
      158
      548
      185
      25
      104
      -17
      214
      72
      244
      62
      479
      -230
      -10
      -20
      258
      -826
      -8
      358
      128
      204
      -129
      -38
      -210
      -55
      -43
      143
      605
      -45
      -31
      214
      124
      130
      125
      401
      289
      165
      71
      64
      -153
      535
      -158
      -355
      197
      702
      99
      48
      74
      16
      -80
      746
      70
      -179
      63
      -144
      95
      271
      3
      14,967
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 56,589
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 76,398 1,033,574 0.073916
2012 0 1,059,909 0.000000
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.073916
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 0.036958
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,056,941
5 Multiply line 4 by line 3....................... 5 39,062
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 629
7 Add lines 5 and 6......................... 7 39,691
8 Enter qualifying distributions from Part XII, line 4.............. 8 101,575
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 1 629
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........................... 3 629
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- ..... 5 629
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 57
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,457
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 7
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 10 821
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet821 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPERELSON WEINER Telephone no.bullet (212) 605-3100
    Located atbulletONE DAG HAMMARSKJOLD PL 42ND FLNEW YORKNY ZIP+4bullet10017
    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
    MICHAEL STONE DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    PATRICIA GRODD DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    NICHOLAS STONE DIRECTOR
    10.00     		0 0 0
    320 EAST 72ND STREET APT 16/17A
    NEW YORK,NY10021
    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
    15,212
    b
    Average of monthly cash balances.......................
    1b
    1,057,825
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,073,037
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,073,037
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,096
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,056,941
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    52,847
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    52,847
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    629
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    629
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    52,218
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    52,218
    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
    52,218
    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
    101,575
    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
    101,575
    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
    629
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    100,946
    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 52,218
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 25,423
    fTotal of lines 3a through e......... 25,423
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 101,575
    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..... 52,218
    e Remaining amount distributed out of corpus 49,357
    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 74,780
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		74,780
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 25,423
    e Excess from 2014.... 49,357
    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).)
    MICHAEL STONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PEN AMERICAN CENTER
    588 BROADWAY SUITE 303
    NEW YORK,NY10012     		NONE PUBLIC CHARITY GENERAL 15,000
    POETS HOUSE
    10 RIVER TERRACE
    NEW YORK,NY10282     		NONE PUBLIC CHARITY GENERAL 15,000
    TRUSTEES OF HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NONE PUBLIC CHARITY GENERAL 10,000
    YEAR UP
    93 SUMMER ST 5TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL 20,000
    THE ACADEMY OF AMERICAN POETS
    175 MAIDEN LANE SUITE 901
    NEW YORK,NY10038     		NONE PUBLIC CHARITY GENERAL 25,000
    THE COUNCIL OF LITERARY MAGAZINES AND PRESSES
    154 CHRISTOPHER STREET SUITE 3C
    NEW YORK,NY10014     		NONE PUBLIC CHARITY GENERAL 1,500
    THE NEW YORK PUBLIC LIBRARY
    445 FIFTH AVENUE
    NEW YORK,NY10016     		NONE PUBLIC CHARITY GENERAL 1,500
    THINK LIKE A GENIUS FOUNDATION
    S YOSEMITE STREET F2 200
    GREENWOOD VILLAGE,CO80111     		NONE PUBLIC CHARITY GENERAL 10,000
    Total .................................bullet 3a 98,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 20,248  
    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 53,550  
    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 73,798 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1373,798
    (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
    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
    STONEGRODD FAMILY FOUNDATION
     
    Employer identification number

    46-1594782
    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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    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
    MICHAEL STONEPATRICIA GRODD
     

       
    320 EAST 72ND STREET APT 16/17A
     
    NEW YORK, NY10021

    		$250


    (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.)
    (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.)
    (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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    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
    		 CASH $ 250 2014-08-31
    (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
     
    		$    
    (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
    STONEGRODD FAMILY FOUNDATION
          		Employer identification number

    46-1594782
    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:
    STONEGRODD FAMILY FOUNDATION
    EIN: 46-1594782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,325 10,000   3,325

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN: 46-1594782
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN - MARKETABLE SECURITIES 888,880 990,071

    TY 2014 OtherExpensesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN: 46-1594782
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 250 0   250
    BROKER MANAGEMENT FEES 3,401 3,401   0
    BANK SERVICE CHARGES 153 153   0


    TY 2014 TaxesSchedule
    Name:
    STONEGRODD FAMILY FOUNDATION
    EIN: 46-1594782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 349 349   0