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
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
 

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

52-6034781
B Telephone number (see instructions)

(410) 537-5450
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$1,304,122J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 17,048 16,904  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 80,166
b Gross sales price for all assets on line 6a 298,148
7 Capital gain net income (from Part IV, line 2)... 80,166
8 Net short-term capital gain......... 0
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........ 97,214 97,070  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,141 4,140   1
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,332 709   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 57     57
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,530 4,849 0 58
25 Contributions, gifts, grants paid........ 55,530 55,530
26 Total expenses and disbursements. Add lines 24 and 25 62,060 4,849 0 55,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,154
b Net investment income (if negative, enter -0-) 92,221
c Adjusted net income (if negative, enter -0-)... 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............... 6,276 5,072 5,072
2 Savings and temporary cash investments.......... 84,323 72,663 72,663
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 921,865 Click to see attachment968,935 1,226,387
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)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,012,464 1,046,670 1,304,122
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
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......... 1,012,464 1,046,670
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,012,464 1,046,670
31 Total liabilities and net assets/fund balances (see instructions).. 1,012,464 1,046,670
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,012,464
2 Enter amount from Part I, line 27a..................... 2 35,154
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,047,618
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 948
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,046,670
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 55. CHARLES SCHWAB CORP.   2013-06-19 2014-01-08
b 19. EATON CORP PLC   2012-11-30 2014-01-08
c 4. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-09
d 26. EATON CORP PLC   2012-11-30 2014-01-09
e 5. FLUOR CORP NEW COM   2011-08-05 2014-01-10
5. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-10
84. METLIFE INC COM   2012-06-15 2014-01-10
30. ORACLE SYSTEMS   2013-06-19 2014-01-10
4. ESTEE LAUDER COMPANIES CL A   2013-10-11 2014-01-14
35. TEREX CORP NEW COM   2013-06-19 2014-01-17
25. FLUOR CORP NEW COM   2011-08-23 2014-01-22
1. FLUOR CORP NEW COM   2011-06-21 2014-01-23
2. FLUOR CORP NEW COM   2013-03-06 2014-01-23
15. MICROCHIP TECHNOLOGY INC   2012-10-23 2014-01-23
20. US BANCORP DEL COM NEW   2013-06-19 2014-01-23
25. US BANCORP DEL COM NEW   2010-10-25 2014-01-23
4. FLUOR CORP NEW COM   2010-11-22 2014-01-27
3. FLUOR CORP NEW COM   2010-11-22 2014-01-28
2. FLUOR CORP NEW COM   2010-11-22 2014-01-29
4. FLUOR CORP NEW COM   2010-11-22 2014-01-30
15. E I DU PONT DE NEMOURS & CO.   1987-01-28 2014-01-31
30. TEREX CORP NEW COM   2013-06-20 2014-01-31
3. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-03
2. APPLE COMPUTER INC.   2013-01-31 2014-02-04
15. FLUOR CORP NEW COM   2011-11-09 2014-02-04
2. GOOGLE INC CL A   2010-04-06 2014-02-04
7. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-04
5. E I DU PONT DE NEMOURS & CO.   1987-01-28 2014-02-05
15. MICROCHIP TECHNOLOGY INC   2012-05-14 2014-02-05
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-05
35. ABERCROMBIE & FITCH CO CL A   2013-01-09 2014-02-06
5. ABERCROMBIE & FITCH CO CL A   2013-02-22 2014-02-06
1. APPLE COMPUTER INC.   2013-02-01 2014-02-06
2. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-06
1. APPLE COMPUTER INC.   2010-04-06 2014-02-07
3. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-07
75. US BANCORP DEL COM NEW   2010-10-25 2014-02-07
2. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-10
3. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-11
10. FLUOR CORP NEW COM   2011-10-21 2014-02-12
3. FOSSIL GROUP INC   2011-08-23 2014-02-12
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-12
2. FOSSIL GROUP INC   2011-08-23 2014-02-13
3. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-14
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-18
10. FLUOR CORP NEW COM   2011-07-13 2014-02-19
19. ABERCROMBIE & FITCH CO CL A   2012-11-26 2014-02-21
10. ABERCROMBIE & FITCH CO CL A   2013-02-22 2014-02-21
21. ABERCROMBIE & FITCH CO CL A   2012-11-26 2014-02-24
45. ABERCROMBIE & FITCH CO CL A   2013-10-07 2014-02-24
2. FOSSIL GROUP INC   2011-08-23 2014-02-24
20. ORACLE SYSTEMS   2013-07-24 2014-02-24
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-24
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-25
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-26
2. FLUOR CORP NEW COM   2010-11-18 2014-02-27
4. FLUOR CORP NEW COM   2010-11-18 2014-02-28
8. ROPER INDUSTRIES INC NEW   2010-04-06 2014-02-28
1. FLUOR CORP NEW COM   2010-11-18 2014-03-03
10. PACCAR INC   2012-03-06 2014-03-03
6. FLUOR CORP NEW COM   2010-11-22 2014-03-04
3. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-04
11. TEREX CORP NEW COM   2013-06-20 2014-03-04
2. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-05
9. TEREX CORP NEW COM   2013-04-22 2014-03-05
25. E I DU PONT DE NEMOURS & CO.   1987-01-28 2014-03-06
4. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-06
4. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-07
15. TEREX CORP NEW COM   2013-04-22 2014-03-07
2. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-11
19. TEREX CORP NEW COM   2013-04-22 2014-03-11
9. FIRSTMERIT CORP   2013-12-06 2014-03-13
9. FIRSTMERIT CORP   2013-12-09 2014-03-14
19. NETAPP INC   2012-09-21 2014-03-14
26. NETAPP INC   2012-09-24 2014-03-17
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-17
25. E I DU PONT DE NEMOURS & CO.   1987-01-28 2014-03-18
11. NETAPP INC   2010-04-06 2014-03-18
5. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-18
26. TEREX CORP NEW COM   2013-06-26 2014-03-18
29. FIRSTMERIT CORP   2013-12-09 2014-03-19
7. NETAPP INC   2010-04-06 2014-03-19
43. FIRSTMERIT CORP   2013-11-11 2014-03-20
46. NETAPP INC   2010-04-06 2014-03-20
30. FIRSTMERIT CORP   2013-06-19 2014-03-21
20. MICROSOFT CORP.   2012-12-05 2014-03-24
10. NETAPP INC   2010-04-06 2014-03-24
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-24
10. NETAPP INC   2010-04-06 2014-03-25
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-25
3. NETAPP INC   2010-04-06 2014-03-26
4. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-26
44. NETAPP INC   2011-08-18 2014-03-27
5. NETAPP INC   2011-08-18 2014-03-27
1. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-27
5. ROPER INDUSTRIES INC NEW   2010-04-06 2014-03-28
2. INTUITIVE SURGICAL INC   2012-08-14 2014-04-01
23. ORACLE SYSTEMS   2012-10-08 2014-04-02
17. ORACLE SYSTEMS   2013-07-24 2014-04-02
10. FIRSTMERIT CORP   2013-05-30 2014-04-03
10. QUALCOMM CORP.   2013-06-18 2014-04-10
2. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-21
2. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-22
82. FIRSTMERIT CORP   2013-06-03 2014-04-23
3. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-23
6. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-04-24
15. FIRSTMERIT CORP   2013-06-04 2014-04-25
36. FIRSTMERIT CORP   2013-06-05 2014-04-28
37. FIRSTMERIT CORP   2013-05-29 2014-04-29
37. FLUOR CORP NEW COM   2011-12-16 2014-05-02
3. COSTCO WHOLESALE CORPORATION   2013-10-17 2014-05-06
2. APPLE COMPUTER INC.   2010-04-06 2014-05-07
3. COSTCO WHOLESALE CORPORATION   2013-10-17 2014-05-07
4. COSTCO WHOLESALE CORPORATION   2010-04-06 2014-05-07
3. FLUOR CORP NEW COM   2010-11-22 2014-05-12
4. SCHLUMBERGER LTD.   2008-05-09 2014-05-12
4. FLUOR CORP NEW COM   2010-11-23 2014-05-13
1. FLUOR CORP NEW COM   2010-11-23 2014-05-14
2. FLUOR CORP NEW COM   2010-11-23 2014-05-15
2. FLUOR CORP NEW COM   2010-11-23 2014-05-16
1. FLUOR CORP NEW COM   2010-11-23 2014-05-19
20. HARTFORD FINANCIAL SERVICES GROUP INC   2013-06-19 2014-05-19
30. HARTFORD FINANCIAL SERVICES GROUP INC   2013-05-09 2014-05-19
4. FLUOR CORP NEW COM   2010-11-23 2014-05-23
10. M & T BK CORP COM   2013-06-19 2014-05-27
5. M & T BK CORP COM   2013-05-09 2014-05-27
2. SCHLUMBERGER LTD.   2008-05-09 2014-05-27
2. SCHLUMBERGER LTD.   2008-05-09 2014-05-30
22.75 NOW INC DE W I   2013-02-22 2014-06-09
6.25 NOW INC DE W I   2014-05-02 2014-06-09
2. VISA INC   2013-10-11 2014-06-13
2. VISA INC   2013-10-10 2014-06-16
1. VISA INC   2013-10-10 2014-06-17
3. VISA INC   2013-10-09 2014-06-19
.25 NOW INC DE W I   2011-09-30 2014-06-23
39. CANADIAN NATURAL RESOURCES LTD   2013-07-11 2014-06-25
1. CANADIAN NATURAL RESOURCES LTD   2013-01-30 2014-06-25
10. SCHLUMBERGER LTD.   2013-09-16 2014-06-26
5. SCHLUMBERGER LTD.   2013-06-19 2014-06-26
3. SCHLUMBERGER LTD.   2008-05-09 2014-07-01
1. SCHLUMBERGER LTD.   2008-05-09 2014-07-02
1. SCHLUMBERGER LTD.   2008-05-09 2014-07-07
2. SCHLUMBERGER LTD.   2008-05-09 2014-07-08
3. SCHLUMBERGER LTD.   2008-05-09 2014-07-09
3. FLUOR CORP NEW COM   2010-11-23 2014-07-11
40. GARMIN LTD   2013-08-23 2014-07-11
4. FLUOR CORP NEW COM   2010-11-23 2014-07-14
2. FLUOR CORP NEW COM   2010-11-23 2014-07-15
1. FLUOR CORP NEW COM   2010-11-23 2014-07-16
1. FLUOR CORP NEW COM   2010-11-23 2014-07-17
1. FLUOR CORP NEW COM   2010-11-22 2014-07-18
1. FLUOR CORP NEW COM   2010-11-22 2014-07-21
10. SCHLUMBERGER LTD.   2013-06-19 2014-07-21
1. FLUOR CORP NEW COM   2010-11-22 2014-07-22
5. ACCENTURE PLC CL A   2010-04-06 2014-07-22
11. APPLE COMPUTER INC.   2014-01-28 2014-07-23
14. APPLE COMPUTER INC.   2013-02-08 2014-07-23
1. FLUOR CORP NEW COM   2010-11-22 2014-07-23
6. ACCENTURE PLC CL A   2010-04-06 2014-07-23
2. FLUOR CORP NEW COM   2010-11-22 2014-07-24
5. ACCENTURE PLC CL A   2010-04-06 2014-07-24
3. AMPHENOL CORP - CL A   2013-10-22 2014-07-25
1. AMPHENOL CORP - CL A   2013-10-18 2014-07-28
1. FLUOR CORP NEW COM   2010-11-22 2014-07-28
4. AMPHENOL CORP - CL A   2013-10-23 2014-07-29
1. FLUOR CORP NEW COM   2010-11-22 2014-07-29
26. CANADIAN NATURAL RESOURCES LTD   2013-01-30 2014-07-30
9. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-07-30
3. FLUOR CORP NEW COM   2010-11-22 2014-07-30
3. APPLE COMPUTER INC.   2013-09-17 2014-07-31
2. APPLE COMPUTER INC.   2013-03-14 2014-07-31
21. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-07-31
9. CANADIAN NATURAL RESOURCES LTD   2013-07-10 2014-07-31
10. SCHLUMBERGER LTD.   2013-06-19 2014-07-31
2. FLUOR CORP NEW COM   2010-11-22 2014-08-01
2. FLUOR CORP NEW COM   2010-11-22 2014-08-04
3. FLUOR CORP NEW COM   2010-11-22 2014-08-05
6. FLUOR CORP NEW COM   2010-11-22 2014-08-06
3. ACCENTURE PLC CL A   2010-04-06 2014-08-13
3. ACCENTURE PLC CL A   2010-04-06 2014-08-14
15. CANADIAN NATURAL RESOURCES LTD   2013-01-23 2014-08-15
15. GARMIN LTD   2013-07-23 2014-08-15
5. ACCENTURE PLC CL A   2010-04-06 2014-08-18
5. ACCENTURE PLC CL A   2010-04-06 2014-08-19
4. ACCENTURE PLC CL A   2010-04-06 2014-08-26
30. BEST BUY COMPANY INC   2014-01-16 2014-08-29
5. APPLE COMPUTER INC.   2013-03-14 2014-09-04
14. GUESS INC   2011-07-15 2014-09-04
13. GUESS INC   2011-09-15 2014-09-09
9. GUESS INC   2011-09-15 2014-09-12
3. APPLE COMPUTER INC.   2010-04-06 2014-09-15
5. QUALCOMM CORP.   2014-07-30 2014-09-15
4. APPLE COMPUTER INC.   2010-04-06 2014-09-16
4. QUALCOMM CORP.   2014-07-30 2014-09-16
3. QUALCOMM CORP.   2012-12-17 2014-09-17
2. QUALCOMM CORP.   2014-07-30 2014-09-17
4. QUALCOMM CORP.   2012-12-17 2014-09-18
20. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-09-19
10. NETAPP INC   2014-02-24 2014-09-19
10. NETAPP INC   2013-06-19 2014-09-19
5. QUALCOMM CORP.   2012-12-17 2014-09-19
20. NETAPP INC   2013-06-19 2014-09-22
8. NETAPP INC   2014-07-11 2014-09-22
15. BEST BUY COMPANY INC   2014-01-16 2014-09-24
65. CISCO SYSTEMS   2013-08-15 2014-09-24
11. KENNAMETAL INC   2013-03-14 2014-09-24
20. ORACLE SYSTEMS   2013-06-21 2014-09-24
25. BEST BUY COMPANY INC   2014-01-16 2014-09-26
15. CANADIAN NATURAL RESOURCES LTD   2013-01-14 2014-09-26
4. ACCENTURE PLC CL A   2010-04-06 2014-10-01
7. ACCENTURE PLC CL A   2010-04-06 2014-10-02
4. ACCENTURE PLC CL A   2010-04-06 2014-10-03
4. ACCENTURE PLC CL A   2010-04-06 2014-10-06
25. HARTFORD FINANCIAL SERVICES GROUP INC   2012-12-31 2014-10-07
10. M & T BK CORP COM   2013-04-15 2014-10-07
7. ACCENTURE PLC CL A   2010-04-06 2014-10-08
35. GUESS INC   2013-06-19 2014-10-09
29. KENNAMETAL INC   2013-06-19 2014-10-09
35. MERCK AND CO INC   2013-06-19 2014-10-09
15. MICROCHIP TECHNOLOGY INC   2012-05-18 2014-10-09
44. GUESS INC   2013-06-19 2014-10-10
26. GUESS INC   2014-03-13 2014-10-10
4. ACCENTURE PLC CL A   2010-04-06 2014-10-10
6. ACCENTURE PLC CL A   2010-04-06 2014-10-13
34. GUESS INC   2014-03-21 2014-10-15
27. GUESS INC   2011-11-30 2014-10-15
81. KENNAMETAL INC   2013-06-19 2014-10-16
51. KENNAMETAL INC   2013-04-15 2014-10-17
1. MEAD JOHNSON NUTRITION CO   2012-01-17 2014-10-17
7. MEAD JOHNSON NUTRITION CO   2014-02-06 2014-10-17
118. HARTFORD FINANCIAL SERVICES GROUP INC   2012-12-12 2014-10-20
34. GUESS INC   2012-10-16 2014-10-21
62. HARTFORD FINANCIAL SERVICES GROUP INC   2012-09-27 2014-10-21
24. KENNAMETAL INC   2013-04-19 2014-10-21
41. GUESS INC   2013-03-26 2014-10-22
8. APPLE COMPUTER INC.   2013-06-19 2014-10-24
28. BEST BUY COMPANY INC   2014-01-24 2014-10-24
46. ORACLE SYSTEMS   2013-06-21 2014-10-24
18. ACCENTURE PLC CL A   2010-04-06 2014-10-24
12. ACCENTURE PLC CL A   2010-04-06 2014-10-27
25. ORACLE SYSTEMS   2010-11-26 2014-10-28
56. FREEPORT-MCMORAN COPPER & GOLD B   2011-11-21 2014-10-30
5. GILEAD SCIENCES INC.   2014-02-04 2014-10-30
2. GILEAD SCIENCES INC.   2014-02-04 2014-10-31
6. GILEAD SCIENCES INC.   2014-02-04 2014-11-03
3. FLUOR CORP NEW COM   2010-11-18 2014-11-07
6. APPLE COMPUTER INC.   2013-06-19 2014-11-10
4. FLUOR CORP NEW COM   2010-11-18 2014-11-10
17. MICROSOFT CORP.   2012-12-05 2014-11-10
77. ORACLE SYSTEMS   2011-12-21 2014-11-10
3. FLUOR CORP NEW COM   2010-11-18 2014-11-11
7. COVANCE INC   2010-04-06 2014-11-12
3. FLUOR CORP NEW COM   2010-11-19 2014-11-12
1. COVANCE INC   2010-04-06 2014-11-14
8. COVANCE INC   2010-04-06 2014-11-17
2169.197 BROWN ADVISORY SMALL CAP GROWTH INV   2012-04-13 2014-11-18
4. COVANCE INC   2010-04-06 2014-11-18
2. COVANCE INC   2010-04-06 2014-11-19
2. COVANCE INC   2010-04-06 2014-11-20
2. COVANCE INC   2010-04-06 2014-11-21
3747.169 WASATCH FDS INC   2011-08-22 2014-11-21
26. BEST BUY COMPANY INC   2014-01-31 2014-11-24
47. CISCO SYSTEMS   2013-10-25 2014-11-24
2. COVANCE INC   2010-04-06 2014-11-24
3747.169 WASATCH FDS INC   2011-02-10 2014-11-24
16. GARMIN LTD   2014-09-25 2014-11-24
2. COVANCE INC   2011-06-29 2014-11-25
3647.86 WASATCH FDS INC   2011-02-10 2014-11-25
10. APPLE COMPUTER INC.   2010-04-06 2014-11-26
5. COVANCE INC   2011-06-29 2014-11-26
45. FREEPORT-MCMORAN COPPER & GOLD B   2014-02-19 2014-11-26
44. FREEPORT-MCMORAN COPPER & GOLD B   2013-02-28 2014-11-26
10. GILEAD SCIENCES INC.   2014-03-14 2014-11-26
29. FREEPORT-MCMORAN COPPER & GOLD B   2013-03-05 2014-12-01
8. APPLE COMPUTER INC.   2013-06-19 2014-12-02
16. PACCAR INC   2012-03-06 2014-12-02
2. FOSSIL GROUP INC   2011-09-06 2014-12-04
1. FOSSIL GROUP INC   2011-09-06 2014-12-05
1. FOSSIL GROUP INC   2011-09-06 2014-12-08
9. FLUOR CORP NEW COM   2010-11-19 2014-12-09
5. FOSSIL GROUP INC   2011-12-22 2014-12-09
1. FOSSIL GROUP INC   2011-12-22 2014-12-10
21. FLUOR CORP NEW COM   2010-11-23 2014-12-11
1. FOSSIL GROUP INC   2011-12-22 2014-12-11
50. CANADIAN NATURAL RESOURCES LTD   2014-10-17 2014-12-12
24. CANADIAN NATURAL RESOURCES LTD   2013-01-17 2014-12-12
5. FLUOR CORP NEW COM   2012-05-03 2014-12-12
28. SCHLUMBERGER LTD.   2012-09-11 2014-12-12
19.99991 ENSCO PLC CL A   2013-11-15 2014-12-12
23.00009 ENSCO PLC CL A   2013-11-15 2014-12-12
64. CANADIAN NATURAL RESOURCES LTD   2013-06-19 2014-12-15
7. FLUOR CORP NEW COM   2012-05-03 2014-12-15
1. FOSSIL GROUP INC   2011-12-22 2014-12-15
52. ENSCO PLC CL A   2013-11-19 2014-12-15
39. CANADIAN NATURAL RESOURCES LTD   2013-02-21 2014-12-16
5. FLUOR CORP NEW COM   2013-04-15 2014-12-16
1. FOSSIL GROUP INC   2012-05-10 2014-12-17
4. FLUOR CORP NEW COM   2013-04-15 2014-12-18
1. FOSSIL GROUP INC   2012-05-10 2014-12-18
25. FLUOR CORP NEW COM   2013-04-15 2014-12-19
1. FOSSIL GROUP INC   2012-05-10 2014-12-19
82. CHARLES SCHWAB CORP.   2013-02-19 2014-12-19
2. FOSSIL GROUP INC   2012-05-10 2014-12-22
11. APPLE COMPUTER INC.   2013-06-19 2014-12-23
.6 CALIFORNIA RESOURCES CORP   2013-06-19 2014-12-23
5. FOSSIL GROUP INC   2012-05-10 2014-12-23
10. FREEPORT-MCMORAN COPPER & GOLD B   2013-06-19 2014-12-23
20. FREEPORT-MCMORAN COPPER & GOLD B   2014-03-12 2014-12-23
7. M & T BK CORP COM   2012-07-18 2014-12-23
8. CALIFORNIA RESOURCES CORP   2014-02-04 2014-12-29
9. CALIFORNIA RESOURCES CORP   2013-06-19 2014-12-29
1. FOSSIL GROUP INC   2012-05-10 2014-12-29
22. CALIFORNIA RESOURCES CORP   2012-12-05 2014-12-30
86. FREEPORT-MCMORAN COPPER & GOLD B   2013-06-19 2014-12-31
CAPITAL GAIN 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 1,414   1,029 385
b 1,431   975 456
c 293   284 9
d 1,969   1,334 635
e 395   295 100
370   354 16
4,539   2,839 1,700
1,137   1,033 104
295   282 13
1,475   1,067 408
2,088   1,421 667
81   62 19
162   125 37
675   443 232
814   711 103
1,017   592 425
307   233 74
232   175 57
154   116 38
305   233 72
918   248 670
1,223   855 368
398   178 220
1,015   913 102
1,119   818 301
2,290   1,141 1,149
924   416 508
305   83 222
651   440 211
132   59 73
1,180   1,659 -479
169   233 -64
513   454 59
266   119 147
520   240 280
402   178 224
3,000   1,683 1,317
266   119 147
401   178 223
801   539 262
365   257 108
135   59 76
242   172 70
410   178 232
136   59 77
812   534 278
662   862 -200
349   466 -117
739   943 -204
1,584   1,622 -38
241   172 69
767   648 119
136   59 77
135   59 76
135   59 76
156   116 40
311   231 80
1,084   476 608
77   58 19
652   445 207
468   346 122
410   178 232
493   308 185
274   119 155
405   251 154
1,692   414 1,278
552   238 314
556   238 318
666   419 247
270   119 151
847   525 322
194   208 -14
192   208 -16
700   704 -4
968   916 52
136   59 77
1,670   414 1,256
412   383 29
685   297 388
1,092   686 406
621   661 -40
261   243 18
929   946 -17
1,709   1,600 109
659   588 71
801   532 269
366   348 18
134   59 75
369   348 21
135   59 76
112   104 8
540   238 302
1,596   1,516 80
183   170 13
132   59 73
665   297 368
980   1,011 -31
947   711 236
700   547 153
214   190 24
795   625 170
169   159 10
171   159 12
1,561   1,555 6
254   237 17
520   458 62
289   283 6
693   676 17
708   690 18
2,814   1,823 991
340   355 -15
1,183   480 703
336   352 -16
449   247 202
229   172 57
401   417 -16
308   230 78
76   57 19
148   115 33
147   115 32
74   57 17
683   599 84
1,024   813 211
296   230 66
1,214   1,037 177
607   515 92
204   209 -5
208   209 -1
733   561 172
201   190 11
422   378 44
420   376 44
211   188 23
632   544 88
9   5 4
1,756   1,250 506
45   31 14
1,166   870 296
583   371 212
354   313 41
118   104 14
117   104 13
234   209 25
350   313 37
231   172 59
2,288   1,595 693
311   230 81
156   115 41
78   57 21
77   57 20
77   57 20
77   57 20
1,132   743 389
77   57 20
402   209 193
1,072   769 303
1,365   937 428
78   57 21
484   251 233
155   115 40
403   209 194
293   247 46
98   82 16
76   57 19
390   327 63
76   57 19
1,164   816 348
403   281 122
224   172 52
287   196 91
191   124 67
921   656 265
395   273 122
1,082   740 342
148   115 33
145   115 30
219   172 47
431   344 87
237   125 112
237   125 112
619   451 168
840   562 278
399   209 190
401   209 192
326   167 159
958   804 154
497   309 188
325   559 -234
300   502 -202
207   300 -93
305   103 202
375   380 -5
402   137 265
302   304 -2
227   185 42
152   152  
305   246 59
808   597 211
431   401 30
431   389 42
378   308 70
859   778 81
343   296 47
506   402 104
1,608   1,612 -4
462   457 5
775   609 166
825   670 155
593   448 145
320   167 153
555   293 262
322   167 155
323   167 156
914   553 361
1,215   970 245
555   293 262
740   1,147 -407
1,168   1,192 -24
2,076   1,191 885
685   420 265
917   1,391 -474
542   750 -208
308   167 141
462   251 211
718   968 -250
570   765 -195
3,136   3,298 -162
1,988   2,016 -28
100   73 27
703   531 172
4,295   2,438 1,857
714   903 -189
2,282   1,198 1,084
949   876 73
864   1,048 -184
839   494 345
925   727 198
1,775   1,338 437
1,412   752 660
946   501 445
964   688 276
1,581   1,966 -385
570   407 163
227   163 64
662   489 173
199   172 27
653   366 287
265   229 36
830   446 384
3,110   2,005 1,105
197   172 25
704   437 267
197   172 25
100   62 38
804   500 304
40,000   31,453 8,547
403   250 153
202   125 77
201   125 76
202   125 77
10,230   8,695 1,535
1,005   644 361
1,271   1,098 173
202   125 77
10,230   8,693 1,537
955   806 149
202   117 85
9,995   8,463 1,532
1,187   343 844
507   293 214
1,318   1,501 -183
1,289   1,456 -167
1,002   785 217
752   927 -175
918   488 430
1,091   711 380
220   172 48
109   86 23
109   86 23
543   515 28
535   424 111
108   83 25
1,239   1,202 37
109   83 26
1,436   1,681 -245
689   716 -27
289   285 4
2,243   2,039 204
543   1,231 -688
624   1,416 -792
1,837   1,895 -58
399   399  
107   83 24
1,405   3,394 -1,989
1,124   1,148 -24
286   283 3
107   80 27
237   222 15
107   80 27
1,499   1,296 203
107   80 27
2,457   1,288 1,169
217   159 58
1,239   671 568
3   5 -2
551   398 153
229   310 -81
458   623 -165
894   556 338
46   61 -15
52   66 -14
112   80 32
122   149 -27
2,009   2,500 -491
      23,548
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       385
b       456
c       9
d       635
e       100
      16
      1,700
      104
      13
      408
      667
      19
      37
      232
      103
      425
      74
      57
      38
      72
      670
      368
      220
      102
      301
      1,149
      508
      222
      211
      73
      -479
      -64
      59
      147
      280
      224
      1,317
      147
      223
      262
      108
      76
      70
      232
      77
      278
      -200
      -117
      -204
      -38
      69
      119
      77
      76
      76
      40
      80
      608
      19
      207
      122
      232
      185
      155
      154
      1,278
      314
      318
      247
      151
      322
      -14
      -16
      -4
      52
      77
      1,256
      29
      388
      406
      -40
      18
      -17
      109
      71
      269
      18
      75
      21
      76
      8
      302
      80
      13
      73
      368
      -31
      236
      153
      24
      170
      10
      12
      6
      17
      62
      6
      17
      18
      991
      -15
      703
      -16
      202
      57
      -16
      78
      19
      33
      32
      17
      84
      211
      66
      177
      92
      -5
      -1
      172
      11
      44
      44
      23
      88
      4
      506
      14
      296
      212
      41
      14
      13
      25
      37
      59
      693
      81
      41
      21
      20
      20
      20
      389
      20
      193
      303
      428
      21
      233
      40
      194
      46
      16
      19
      63
      19
      348
      122
      52
      91
      67
      265
      122
      342
      33
      30
      47
      87
      112
      112
      168
      278
      190
      192
      159
      154
      188
      -234
      -202
      -93
      202
      -5
      265
      -2
      42
       
      59
      211
      30
      42
      70
      81
      47
      104
      -4
      5
      166
      155
      145
      153
      262
      155
      156
      361
      245
      262
      -407
      -24
      885
      265
      -474
      -208
      141
      211
      -250
      -195
      -162
      -28
      27
      172
      1,857
      -189
      1,084
      73
      -184
      345
      198
      437
      660
      445
      276
      -385
      163
      64
      173
      27
      287
      36
      384
      1,105
      25
      267
      25
      38
      304
      8,547
      153
      77
      76
      77
      1,535
      361
      173
      77
      1,537
      149
      85
      1,532
      844
      214
      -183
      -167
      217
      -175
      430
      380
      48
      23
      23
      28
      111
      25
      37
      26
      -245
      -27
      4
      204
      -688
      -792
      -58
       
      24
      -1,989
      -24
      3
      27
      15
      27
      203
      27
      1,169
      58
      568
      -2
      153
      -81
      -165
      338
      -15
      -14
      32
      -27
      -491
       
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 80,166
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 53,400 1,156,895 0.046158
2012 54,375 1,053,905 0.051594
2011 54,187 1,072,602 0.050519
2010 48,555 972,994 0.049903
2009 44,770 829,499 0.053972
2 Total of line 1, column (d) ...................... 2 0.252146
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 0.050429
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,284,728
5 Multiply line 4 by line 3....................... 5 64,788
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 922
7 Add lines 5 and 6......................... 7 65,710
8 Enter qualifying distributions from Part XII, line 4.............. 8 55,588
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 1,844
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 1,844
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 1,844
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,545
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 299
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,844
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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$   (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)
    bulletMD
    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 addressbullet  
    14
    The books are in care ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5450
    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    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
     
    No
    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
    ANN FRITZ HACKETT PRESIDENT
    0     		0    
    1110 BROOK VALLEY LANE
    MCLEAN,VA22102
    HELEN BAKER BONSAL TREASURER
    0     		0    
    328 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    DR JENETTE H WHEELER SECRETARY
    0     		0    
    130 LLANFAIR ROAD
    ARDMORE,PA19003
    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.........................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
    1,239,766
    b
    Average of monthly cash balances.......................
    1b
    64,526
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,304,292
    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
    1,304,292
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,564
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,284,728
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    64,236
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    64,236
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,844
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    62,392
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    62,392
    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
    62,392
    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
    55,588
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    55,588
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    55,588
    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 62,392
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 3,755
    b From 2010....... 626
    c From 2011....... 1,765
    d From 2012....... 3,129
    e From 2013....... 0
    fTotal of lines 3a through e......... 9,275
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 55,588
    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..... 55,588
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 6,804 6,804
    (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 2,471
    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 ......     		2,471
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 2,471
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    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 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
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210     		NONE PUBLIC CHARITY GENERAL 250
    MAIN LINE UNITARIAN CHURCH
    816 SOUTH VALLEY FORGE ROAD
    DEVON,PA193331825     		NONE PUBLIC CHARITY GENERAL 2,000
    ALZHEIMER'S DISEASE RESEARCH CENTER
    UNIVERSITY OF PITTSBURGH
    200 LOTHROP ST MONTEFIORE STE 421
    PITTSBURGH,PA152132582     		NONE PUBLIC CHARITY GENERAL 1,360
    BRYN MAWR SCHOOL
    109 W MELROSE AVENUE
    BALTIMORE,MD212101326     		NONE PUBLIC CHARITY GENERAL 300
    DEFENDERS OF ANIMAL RIGHTS INC
    14412 OLD YORK ROAD
    PHOENIX,MD21131     		NONE PUBLIC CHARITY GENERAL 2,000
    FUEL FUND OF MARYLAND
    1500 UNION ST STE 2400
    BALTIMORE,MD21211     		NONE PUBLIC CHARITY GENERAL 100
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    TOWSON,MD21204     		NONE PUBLIC CHARITY GENERAL 1,500
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117     		NONE PUBLIC CHARITY GENERAL 600
    MD SPCA
    3300 FALLS ROAD
    Baltimore,MD212112403     		NONE PUBLIC CHARITY GENERAL 700
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227     		NONE PUBLIC CHARITY GENERAL 100
    MT VERNON LADIES ASSN
    P O BOX 110
    MOUNT VERNON,VA22121     		NONE PUBLIC CHARITY GENERAL 400
    MT VERNON BALT PRESRVATN
    c/o Christopher Sheehan Ttee
    8 WEST MOUNT VERNON PLACE
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 100
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357     		NONE PUBLIC CHARITY GENERAL 100
    ST MARGARETS EPISCOPAL CHURCH
    1601 PLEASANT PLAINS ROAD
    ANNAPOLIS,MD214095928     		NONE PUBLIC CHARITY GENERAL 200
    GILMAN SCHOOL
    5407 ROLAND AVE
    BALTIMORE,MD21210     		NONE PUBLIC CHARITY GENERAL 2,025
    CHESAPEAKE WILDLIFE HERITAGE
    P O BOX 1745
    EASTON,MD21601     		NONE PUBLIC CHARITY GENERAL 500
    LADEW TOPIARY GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111     		NONE PUBLIC CHARITY GENERAL 1,350
    AMOS FORTUNE FORUM
    PO BOX 153
    JAFFREY,NH03452     		NONE PUBLIC CHARITY GENERAL 50
    BALTIMORE MUSEUM OF ART
    P O BOX 1736
    BALTIMORE,MD212989780     		NONE PUBLIC CHARITY GENERAL 625
    BALTIMORE SYMPHONY ORCHESTRA
    Jos MEYERHOFF HALL
    1212 N CALVERT STREET
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 250
    CHESAPEAKE BAY FOUNDATION
    PO BOX 17447
    Baltimore,MD212989104     		NONE PUBLIC CHARITY GENERAL 1,500
    CHURCH OF THE REDEEMER
    5603 N CHARLES ST
    BALTIMORE,MD21210     		NONE PUBLIC CHARITY GENERAL 3,840
    EMMANUEL CHURCH
    PO BOX 30
    DUBLIN,NH03444     		NONE PUBLIC CHARITY GENERAL 250
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD211174064     		NONE PUBLIC CHARITY GENERAL 600
    JAFFREY HISTORICAL SOCIETY INC
    CIVIC CENTER
    40 MAIN STREET
    JAFFREY,NH03452     		NONE PUBLIC CHARITY GENERAL 75
    THE KEY SCHOOL
    534 HILLSMERE DRIVE
    ANNAPOLIS,MD21403     		NONE PUBLIC CHARITY GENERAL 500
    MARYLAND HISTORICAL SOCIETY
    201 WEST MONUMENT STREET
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 2,350
    MARYLAND HOUSE & GARDEN PILGRIMAGE
    6200 N CHARLES STREET
    BALTIMORE,MD21212     		NONE PUBLIC CHARITY GENERAL 50
    MONADNOCK CONSERVANCY
    PO BOX 337
    KEENE,NH034310337     		NONE PUBLIC CHARITY GENERAL 100
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA181045586     		NONE PUBLIC CHARITY GENERAL 100
    NATIONAL TRUST
    PO BOX 5043
    Hagerstown,MD21741     		NONE PUBLIC CHARITY MEMBERSHIP 100
    THE PARK THEATRE
    PO BOX 278
    JAFFREY,NH03452     		NONE PUBLIC CHARITY GENERAL 200
    PAUL'S PLACE
    1118 WARD STREET
    BALTIMORE,MD212301817     		NONE PUBLIC CHARITY GENERAL 150
    PARALYZED VETERANS OF AMERICA
    7 MILL BROOK ROAD
    WILTON,NH03086     		NONE PUBLIC CHARITY GENERAL 100
    PENINSULA SCHOOL OF ART
    PO BOX 304
    FISH CREEK,WI54212     		NONE PUBLIC CHARITY GENERAL 100
    STRATFORD HALL
    483 GREAT HOUSE ROAD
    STRATFORD,VA22558     		NONE PUBLIC CHARITY GENERAL 150
    SQUAM LAKE ASSOCIATION
    PO BOX 204
    HOLDERNESS,NH032450204     		NONE PUBLIC CHARITY GENERAL 1,000
    THE VALLEYS PLANNING COUNCIL
    PO BOX 5402
    TOWSON,MD21285     		NONE PUBLIC CHARITY GENERAL 150
    MPALA WILDLIFE FOUNDATION
    PO BOX 137
    RIDERWOOD,MD211390137     		NONE PUBLIC CHARITY GENERAL 1,000
    JOHNS HOPKINS SCHOOL OF MEDICINE
    100 N CHARLES ST STE 216A
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 8,000
    SEVERN RIVERKEEPER (WFBF)
    329 RIVERVIEW TRAIL
    ANNAPOLIS,MD21401     		NONE PUBLIC CHARITY GENERAL 1,000
    Gilchrist Hospice CARE
    11311 MCCORMICK RD STE 350
    Hunt Valley,MD21031     		NONE PUBLIC CHARITY GENERAL 100
    Phi Beta Kappa
    PO BOX 97269
    Washington,DC200777210     		NONE PUBLIC CHARITY GENERAL 40
    Thorndike Pond Conservation Associa
    PO BOX 595
    Jaffrey,NH03452     		NONE PUBLIC CHARITY GENERAL 75
    US OLYMPIC COMMITTEE
    P O BOX 7010
    ALBERTY LEA,MN56007     		NONE PUBLIC CHARITY GENERAL 75
    St Joseph's Indian School
    1301 N MAIN STREET
    Chamberlain,SD57325     		NONE PUBLIC CHARITY GENERAL 41
    MD INSTITUTE COLLEGE OF ART
    1300 W MOUNT ROYAL AVENUE
    BALTIMORE,MD212179986     		NONE PUBLIC CHARITY GENERAL 200
    CAMP ARACADIA SCHOLARSHIP FDN
    c/o CINDY MURPHY
    777 MIDDLE ROAD 66
    PORTSMOUTH,NH03801     		NONE PUBLIC CHARITY GENERAL 100
    Family and Children's SVC
    Central Maryland
    4623 FALLS ROAD
    BALTIMORE,MD21209     		NONE PUBLIC CHARITY GENERAL 1,000
    564 PARK AVENUE PRESERVATION FDN
    564 PARK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY GENERAL 100
    HABITAT FOR HUMANITY
    P O BOX 1509
    AMERICUS,GA317091509     		NONE PUBLIC CHARITY GENERAL 100
    MANOR CONSERVANCY
    PO BOX 408
    MONKTON,MD21111     		NONE PUBLIC CHARITY GENERAL 80
    ROLLINS ROWING TEAM
    P O BOX 864168
    ORLANDO,FL328864168     		NONE PUBLIC CHARITY GENERAL 200
    ST PAUL'S SCHOOL
    11152 FALLS ROAD
    LUHERVILLETIMONIUM,MD21093     		NONE PUBLIC CHARITY GENERAL 250
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES STREET
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    Washington,DC200906555     		NONE PUBLIC CHARITY GENERAL 180
    Otsego Land Trust
    101 MAIN STREET PIONEER ALLEY
    COOPERSTOWN,NY13326     		NONE PUBLIC CHARITY GENERAL 1,000
    WETA
    P O BOX 96100
    WASHINGTON,DC200906100     		NONE PUBLIC CHARITY GENERAL 500
    ASPCA
    424 E 92ND ST
    NEW YORK,NY10128     		NONE PUBLIC CHARITY GENERAL 100
    AMERICAN RED CROSS
    CHESAPEAKE REGION
    4800 MT HOPE DRIVE
    BALTIMORE,MD21215     		NONE PUBLIC CHARITY GENERAL 500
    WALTERS ART MUSEUM
    600 N CHARLES STREET
    BALTIMORE,MD21201     		NONE PUBLIC CHARITY GENERAL 350
    INSTITUTE FOR ETHNO RESEARCH
    3214 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PUBLIC CHARITY GENERAL 200
    GOODWILL INDUSTRIES OF MD
    222 E REDWOOD STREET
    BALTIMORE,MD21202     		NONE PUBLIC CHARITY GENERAL 100
    DEFENDERS OF WILDLIFE
    PO BOX 1553
    MERRIFIELD,VA22116     		NONE PUBLIC CHARITY GENERAL 500
    DUBLIN RIDING AND WALKING CLUB
    PO BOX 1051
    DUBLIN,NH03444     		NONE PUBLIC CHARITY GENERAL 65
    FRIENDS OF BASSETT INC
    1 ATWELL ROAD
    COOPERSTOWN,NY13326     		NONE PUBLIC CHARITY GENERAL 1,000
    JAFFREY CENTER VILLAGE IMPROVEMENT
    PO BOX 722
    JAFFREY CENTER,NH03452     		NONE PUBLIC CHARITY GENERAL 150
    LAND PRESERVATION TRUST
    PO BOX 233
    LUTHERVILLETIMONIUM,MD21094     		NONE PUBLIC CHARITY GENERAL 1,000
    MUSIC IN THE VALLEY ST JOHNS CHURCH
    3738 BUTLER ROAD
    REISTERSTOWN,MD21136     		NONE PUBLIC CHARITY GENERAL 100
    SPECIAL OLYMPICS MARYLAND
    PO BOX 23961
    BALTIMORE,MD21203     		NONE PUBLIC CHARITY GENERAL 50
    ST ANDREWS CHRISTIAN COMMUNITY
    5002 ROLAND AVENUE
    BALTIMORE,MD21204     		NONE PUBLIC CHARITY GENERAL 100
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS666758540     		NONE PUBLIC CHARITY GENERAL 119
    MT VERNON PLACE CONSER
    901 SOUTH BOND STREET 400A
    BALTIMORE,MD21231     		NONE PUBLIC CHARITY GENERAL 500
    SMITH COLLEGE FUND
    PO BOX 340029
    BOSTON,MA022410429     		NONE PUBLIC CHARITY GENERAL 7,000
    ALPHA OMEGA ALPHA
    733 NORTH BROADWAY
    BALTIMORE,MD21205     		NONE PUBLIC CHARITY GENERAL 80
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH032450356     		NONE PUBLIC CHARITY GENERAL 100
    THE LIGHT HOUSE
    10 HUDSON STREET
    ANNAPOLIS,MD21401     		NONE PUBLIC CHARITY GENERAL 25
    ARLINGTON METAPHYSICAL CHAPEL
    5618 WILSON BLVD
    ARLINGTON,VA22205     		NONE PUBLIC CHARITY GENERAL 1,000
    FIRST CONG CHURCH OF
    WEATHERSFIELD
    79 CENTER CHURCH ROAD
    PERKINSVILLE,VT05151     		NONE PUBLIC CHARITY GENERAL 1,000
    CRISTO REY JESUIT SCHOOL
    420 SOUTH CHESTER STREET
    BALTIMORE,MD21231     		NONE PUBLIC CHARITY GENERAL 150
    HOLDERNESS SCHOOL
    PO BOX 1879
    PLYMOUTH,NH032641879     		NONE PUBLIC CHARITY GENERAL 400
    PEABODY INSTITUTE OF JHU
    1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD21202     		NONE PUBLIC CHARITY GENERAL 200
    RUXTON-RIDERWOOD-LAKE ROLAND
    IMPROVEMENT ASSOCIATION
    PO BOX 204
    RIDERWOOD,MD21139     		NONE PUBLIC CHARITY GENERAL 75
    LUTHERVILLE VOLAUNTEER FIRE CO
    BOX 232
    LUTHERVILLE,MD21094     		NONE PUBLIC CHARITY GENERAL 50
    ST JUDES CHILDRENS RESEARCH HOSP
    PO BOX 50
    MEMPHIS,TN38101     		NONE PUBLIC CHARITY GENERAL 250
    Total .................................bullet 3a 55,530
    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 ............     		         
    4 Dividends and interest from securities....     14 17,048  
    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 80,166  
    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)..   97,214  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1397,214
    (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 InvestmentsCorpStockSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN: 52-6034781
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 400,029 566,766
    EQUITY MUTUAL FUNDS 474,922 554,879
    FOREIGN STOCKS 93,984 104,742

    TY 2014 OtherDecreasesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN: 52-6034781
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN: 52-6034781
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 57 0   57


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN: 52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 4,140 4,140    
    ASSOCIATION FEES 1     1


    TY 2014 TaxesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN: 52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 267 267   0
    FEDERAL EXCISE TAX 78 0   0
    QUARTERLY TAX DEPOSIT 1,545 0   0
    FOREIGN TAXES ON QUALIFIED FOR 418 418   0
    FOREIGN TAXES ON NONQUALIFIED 24 24   0