Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE ANONYMOUS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)3019 BRIARCLIFF ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35223
A Employer identification number

20-5224490
B Telephone number (see instructions)

(256) 878-8163
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$3,063,689
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities...... 59,462 59,462  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 236,465
b Gross sales price for all assets on line 6a 794,932
7 Capital gain net income (from Part IV, line 2)... 236,465
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........ 295,932 295,932  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,250 1,125   1,125
c Other professional fees (attach schedule).... 12,740 12,740    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,638 274    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,500     4,500
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,128 14,139   5,625
25 Contributions, gifts, grants paid........ 215,200 215,200
26 Total expenses and disbursements. Add lines 24 and 25 238,328 14,139   220,825
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 57,604
b Net investment income (if negative, enter -0-) 281,793
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............... 681 28,367 28,367
2 Savings and temporary cash investments.......... 26,460 104,979 104,979
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)........ 1,579,799 Click to see attachment1,545,157 2,086,345
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)........... 620,188 Click to see attachment606,051 842,529
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,291 Click to see attachment1,469 Click to see attachment1,469
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,228,419 2,286,023 3,063,689
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,228,419 2,286,023
30 Total net assets or fund balances (see instructions)...... 2,228,419 2,286,023
31 Total liabilities and net assets/fund balances (see instructions).. 2,228,419 2,286,023
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 2,228,419
2 Enter amount from Part I, line 27a..................... 2 57,604
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,286,023
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,286,023
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 145 APPLE COMPUTER INC P 2012-11-07 2014-08-20
b 25 EXPRESS SCRIPTS HOLDING CO P 2013-07-01 2014-08-20
c 75 MCKESSON HBOC INC P 2013-04-24 2014-02-20
d 50 TEXAS INSTRUMENTS INC P 2011-03-25 2014-08-20
e 550 EATON CORP PLC ISIN P 2014-02-20 2014-11-17
75 APPLE COMPUTER INC P 2012-11-07 2014-09-23
275 EXPRESS SCRIPTS HOLDING CO P 2013-07-01 2014-11-17
25 MCKESSON HBOC INC P 2013-04-24 2014-11-17
100 TEXAS INSTRUMENTS INC P 2013-07-01 2014-08-20
50 EATON CORP PLC ISIN P 2014-09-23 2014-11-17
125 AUTO DESK INC P 2013-08-15 2014-02-20
300 EXPRESS SCRIPTS HOLDING CO P 2013-09-30 2014-11-17
40 NEXTERA ENERGY, INC P 2010-08-24 2014-08-20
850 TEXAS INSTRUMENTS INC P 2011-03-25 2014-09-23
200 INVESCO LTD P 2013-07-31 2014-08-20
10 BLACKROCK INC P 2011-02-24 2014-11-17
100 FORD MTR CO DEL COM PAR P 2013-03-15 2014-08-20
400 PHILLIP MORRIS INTERNATIONAL INC P 2009-01-29 2014-02-20
60 THERMO ELECTRON CORP P 2008-10-02 2014-08-20
75 CVS CORP COM P 2008-02-04 2014-01-06
850 GENERAL ELEC CO COM P 2010-07-14 2014-05-15
150 PHILLIP MORRIS INTERNATIONAL INC P 2012-10-16 2014-02-20
25 3M CO COM P 2008-02-04 2014-09-23
65 CVS CORP COM P 2008-02-04 2014-08-20
60 GILEAD SCIENCES INC P 2013-07-01 2014-01-06
50 PHILLIP MORRIS INTERNATIONAL INC P 2013-05-17 2014-02-20
30 TIFFANY & CO P 2012-12-12 2014-08-20
25 CELGENE CORP P 2014-03-13 2014-08-20
2 GOOGLE INC CL A P 2011-02-24 2014-08-20
25 PHILLIP MORRIS INTERNATIONAL INC P 2013-09-30 2014-02-20
235 TRAVELERS COMPANIES, INC P 2008-02-04 2014-03-13
110 CHEVRON CORP COM P 2012-10-16 2014-02-20
2 GOOGLE INC CL A P 2011-02-24 2014-08-20
75 PHILLIPS 66 P 2013-05-17 2014-01-06
200 TRAVELERS COMPANIES, INC P 2008-05-22 2014-03-13
15 CHEVRON CORP COM P 2012-10-16 2014-08-20
35 HONEYWELL INTERNATIONAL INC COM P 2013-05-17 2014-08-20
25 PHILLIPS 66 P 2013-05-17 2014-08-20
40 UNION PACIFIC CORP P 2013-09-30 2014-09-23
25 CITRIX SYS INC COM P 2013-12-06 2014-08-20
150 INTEL CORP COM P 2008-02-04 2014-08-20
1750 PIONEER BOND FUND CLASS Y FD P 2008-12-02 2014-04-22
350 UNIVERSAL HEALTH SERV INC P 1999-08-03 2014-04-22
15 DANAHER CORP P 2012-03-20 2014-09-23
25 INTUIT P 2013-07-01 2014-08-20
50 QUALCOMM INC P 2013-07-01 2014-08-20
200 VISA INC CLASS A SHRS P 2010-03-04 2014-09-23
100 WALT DISNEY CO COM P 2012-12-12 2014-01-06
275 JP MORGAN CHASE & CO COM P 2013-09-30 2014-11-17
75 SCHLUMBERGER LTD COM P 2008-02-04 2014-08-20
500 WALMART STORES INC COM P 2013-03-25 2014-08-08
300 WALT DISNEY CO COM P 2013-07-31 2014-08-08
50 JOHNSON & JOHNSON COM P 2008-02-04 2014-08-20
300 STRYKER CORP P 2008-02-04 2014-01-06
75 WELLS FARGO & CO NEW COM P 2013-07-31 2014-08-20
10 WALT DISNEY CO COM P 2012-12-12 2014-08-08
875 LOWES COMPANIES INC P 2012-10-16 2014-05-15
385 TJX COS INC NEW P 2013-05-17 2014-08-08
50 WELLS FARGO & CO NEW COM P 2013-07-31 2014-11-17
15 WALT DISNEY CO COM P 2012-12-12 2014-08-20
200 MCDONALDS CORP P 2012-10-16 2014-02-20
550 TARGET CORP COM P 2012-03-20 2014-02-20
475 ACCENTURE PLC SEDOL P 2012-10-16 2014-08-08
(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 14,612   11,865 2,747
b 1,867   1,555 312
c 13,294   7,989 5,305
d 2,388   1,736 652
e 36,784   38,652 -1,868
7,703   6,137 1,566
21,661   17,105 4,556
5,116   2,663 2,453
4,775   3,512 1,263
3,344   4,346 -1,002
6,786   4,514 2,272
23,631   18,548 5,083
3,881   2,191 1,690
41,397   29,520 11,877
8,022   6,491 1,531
3,471   1,983 1,488
1,726   1,348 378
31,719   15,913 15,806
7,292   3,032 4,260
5,206   2,988 2,218
22,389   13,005 9,384
11,895   13,902 -2,007
3,616   2,034 1,582
5,161   2,589 2,572
4,378   3,112 1,266
3,965   4,796 -831
2,967   1,730 1,237
2,307   1,950 357
1,190   606 584
1,982   2,167 -185
2,893   1,728 1,165
12,455   12,534 -79
1,168   604 564
5,777   4,927 850
16,530   9,786 6,744
1,905   1,709 196
3,348   2,828 520
2,154   1,642 512
4,324   3,111 1,213
1,735   1,505 230
5,151   3,229 1,922
16,975   14,140 2,835
26,581   5,176 21,405
1,163   819 344
2,120   1,584 536
3,802   3,065 737
42,604   17,306 25,298
7,552   5,003 2,549
16,550   14,258 2,292
8,214   5,929 2,285
37,287   37,470 -183
26,036   19,347 6,689
5,138   3,181 1,957
22,635   20,457 2,178
3,797   3,259 538
868   500 368
38,858   28,473 10,385
21,120   19,774 1,346
2,664   2,173 491
1,345   750 595
19,131   18,764 367
31,340   31,911 -571
37,413   33,546 3,867
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       2,747
b       312
c       5,305
d       652
e       -1,868
      1,566
      4,556
      2,453
      1,263
      -1,002
      2,272
      5,083
      1,690
      11,877
      1,531
      1,488
      378
      15,806
      4,260
      2,218
      9,384
      -2,007
      1,582
      2,572
      1,266
      -831
      1,237
      357
      584
      -185
      1,165
      -79
      564
      850
      6,744
      196
      520
      512
      1,213
      230
      1,922
      2,835
      21,405
      344
      536
      737
      25,298
      2,549
      2,292
      2,285
      -183
      6,689
      1,957
      2,178
      538
      368
      10,385
      1,346
      491
      595
      367
      -571
      3,867
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 2 236,465
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 7,607
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 184,573 2,583,202 0.071451
2012 125,199 2,460,556 0.050882
2011 127,234 2,511,603 0.050658
2010 46,059 2,283,339 0.020172
2009 65,911 1,981,935 0.033256
2 Total of line 1, column (d) ...................... 2 0.226419
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 0.045284
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,023,940
5 Multiply line 4 by line 3....................... 5 136,936
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,818
7 Add lines 5 and 6......................... 7 139,754
8 Enter qualifying distributions from Part XII, line 4.............. 8 220,825
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 2,818
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,818
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,818
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,128
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,525
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,653
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,835
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,835 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL
    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 ofbulletMICHAEL BRYANT CPA Telephone no.bullet (205) 912-8234
    Located atbullet600 UNIVERSITY PARK PLACE 350BIRMINGHAMAL ZIP+4bullet35209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    A JEFFERSON MCDONALD JR DIR & PRESID
    0.00
    0 0 0
    3019 BRIARCLIFF ROAD
    BIRMINGHAM,AL35223
    KERRY MCDONALD DIR & TREASU
    0.50
    0 0 0
    3019 BRIARCLIFF ROAD
    BIRMINGHAM,AL35223
    JENNIFER C MCDONALD DIR & SECRET
    0.00
    0 0 0
    3019 BRIARCLIFF ROAD
    BIRMINGHAM,AL35223
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,977,989
    b
    Average of monthly cash balances.......................
    1b
    89,319
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,682
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,069,990
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,069,990
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,050
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,023,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    151,197
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    151,197
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,818
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,818
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    148,379
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    148,379
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    148,379
    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
    220,825
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    220,825
    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
    2,818
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    218,007
    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 7 148,379
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 5,482
    fTotal of lines 3a through e......... 5,482
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 220,825
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 148,379
    e Remaining amount distributed out of corpus 72,446
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 77,928
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    77,928
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 5,482
    e Excess from 2014.... 72,446
    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).)
    A JEFFERSON MCDONALD JR
    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
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936
    NONE 501(C)(3) GENERAL MONTHLY SUPPORT OF MINISTRY 14,400
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936
    NONE 501(C)(3) GENERAL CONTRIBUTION 25,000
    AFMIN USA INC
    PO BOX 26369
    COLORADO SPRINGS,CO80936
    NONE 501(C)(3) TO SUPPORT WOMENS MINISTRY OF AFMIN 25,000
    UNITED WORLD MISSION
    PO BOX 28260-2002
    CHARLOTTE,NC282602002
    NONE 501(C)(3) MISSIONARY SUPPORT 6,000
    MILLSAPS COLLEGE
    1701 NORTH STATE STREET
    JACKSON,MS392100001
    NONE 501(C)(3) MILLSAPS ANNUAL FUND 5,000
    JOSIAH VENTURE
    PO BOX 4317
    WHEATON,IL601894317
    NONE 501(C)(3) MONTHLY MISSIONARY SUPPORT 3,600
    JOSIAH VENTURE
    PO BOX 4317
    WHEATON,IL601894317
    NONE 501(C)(3) UNRESTRICTED GRANT 40,000
    EN GEDI
    PO BOX 480
    WHEATON,IL601870480
    NONE 501(C)(3) SUPPORT OF MISSIONARIES 17,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA980639716
    NONE 501(C)(3) DONATION 440
    TWELVE STONES MINISTRIES
    4826 BEAR CREEK ROAD
    MORGANTOWN,IN46160
    NONE 501(C)(3) UNRESTRICTED GRANT 10,000
    HOPE INTERNATIONAL
    227 GRANITE RUN DR 250
    LANCASTER,PA17601
    NONE 501(C)(3) UNRESTRICTED GRANT 18,000
    GRACE CHURCH
    507 WHITMORE DRIVE
    BIRMINGHAM,AL35221
    NONE 501(C)(3) UNRESTRICTED GRANT 10,000
    RESTORATION ASSEMBLY
    PO BOX 611380
    BIRMINGHAM,AL35261
    NONE 501(C)(3) UNRESTRICTED GRANT 4,000
    HEART GALLERY OF ALABAMA
    716 37TH STREET SOUTH
    BIRMINGHAM,AL35222
    NONE 501(C)(3) UNRESTRICTED GRANT 1,000
    COMPASSION INTERNATIONAL
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80921
    NONE 501(C)(3) SPONSORSHIP OF TWO CHILDREN 760
    3RD REALM PUBLISHING
    PO BOX 611380
    BIRMINGHAM,AL35261
    NONE 501(C)(3) GENERAL DONATION TO MUSIC MINISTRY 2,000
    HOPE INTERNATIONAL
    277 GRANITE SUN DRIVE
    SUITE 250
    LANCASTER,PA17601
    NONE 501(C)(3) GENERAL DONATION 8,000
    STUDIO BY THE TRACTS
    PO BOX 101144
    IRONDALE,AL35210
    NONE 501(C)(3) GENERAL DONATION 5,000
    CHICAGO HOPE ACADEMY
    2189 W BOWLER STREET
    CHICAGO,IL60612
    NONE 501(C)(3) GENERAL DONATION FOR SCHOOL 15,000
    MISSION TRAINING INTERNATIONAL
    421 HWY 105
    PALMER LAKE,CO80133
    NONE 501(C)(3) GENERAL DONATION 5,000
    Total .................................bullet 3a 215,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 5  
    4 Dividends and interest from securities....     14 59,462  
    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 .............
        14 236,465  
    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)..   295,932  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13295,932
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THE FOWLER GROUP, LLC 2,250 1,125   1,125

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1150 AT&T INC 39,715 38,629
    650 ABBVIE INC 42,462 42,536
    500 AMERICAN EXPRESS CO 21,969 46,520
    735 AMERICAN INTL GROUP INC 40,293 41,167
    400 ANADARKO PETROLEUM CORP 29,881 33,000
    550 APPLE INC 42,098 60,709
    400 AUTO DESK INC 14,444 24,024
    65 BLACKROCK INC 12,888 23,241
    535 CVS/CAREMARK CORPORATION 21,312 51,526
    425 CELGENE CORP 36,068 47,540
    335 CHEVRON CORP 28,538 37,580
    750 CISCO SYSTEMS INC 18,090 20,861
    1150 CITIGROUP INC 57,698 62,227
    325 CITRIX SYSTEM INC 19,566 20,735
    465 COGNIZANT TECHNOLOGY SOLUTIONS 20,780 24,487
    550 DANAHER CORP DEL 30,014 47,141
    475 WALT DISNEY CO 23,765 44,740
    650 E M C CORP MASS 10,615 19,331
    375 ECOLAB INC 39,581 39,195
    600 EXPRESS SCRIPTS HOLDING CO    
    425 EXXON MOBIL CORP 36,998 39,291
    125 FEDEX CORP 21,426 21,706
    2500 FORD MOTOR COMPANY COM 37,440 38,750
    750 GENERAL ELECTRIC CO 11,475 18,952
    375 GILEAD SCIENCES INC 23,147 35,348
    20 GOOGLE INC CL A 6,058 10,613
    20 GOOGLE INC CL B 6,042 10,528
    215 THE HERSHEY COMPANY 19,715 22,345
    450 HONEYWELL INTERNATIONAL INC 34,579 44,964
    1250 INTEL CORP 26,911 45,363
    275 INTUIT INC 17,421 25,352
    800 J P MORGAN CHASE & CO 37,096 50,064
    600 JOHNSON & JOHNSON 43,842 62,742
    325 LAS VEGAS SANDS CORP 24,512 18,902
    875 LOWE'S COMPANIES INC    
    200 MCDONALDS CORP    
    200 MCKESSON CORP 21,305 41,516
    200 MEAD JOHNSON NUTRITION COMPANY 20,083 20,108
    725 MERCK & CO. INC. NEW 24,977 41,173
    425 MYLAN INC 20,094 23,957
    425 NEXTERA ENERGY, INC. 23,283 45,173
    1000 ORACLE CORPORATION 20,488 44,970
    450 PEPSICO INC 31,013 42,552
    450 PHILIP MORRIS INTERNATIONAL INC    
    500 PHILLIPS 66 30,490 35,850
    300 PRAXAIR INC 29,837 38,868
    750 PROCTER & GAMBLE CO 54,453 68,318
    250 PRUDENTIAL FINANCIAL INC 20,107 22,615
    550 QUALCOMM INC 22,962 40,882
    600 SCHLUMBERGER LTD 50,164 51,246
    550 STARBUCKS CORP 39,667 45,128
    275 STRYKER CORP 18,247 25,941
    385 TJX COS INC NEW    
    550 TARGET CORP    
    1000 TEXAS INSTRS INC    
    175 THERMO FISHER SCIENTIFIC, INC. 8,844 21,926
    275 3M CO 21,906 45,188
    225 TIFFANY & CO 12,973 24,044
    235 TRAVELERS COMPANIES, INC.    
    200 UNION PAC CORP 15,557 23,826
    375 UNITED TECHNOLOGIES CORP 33,915 43,125
    350 UNIVERSAL HLTH SVCS INC    
    400 VERIZON COMMUNICATIONS 14,205 18,712
    200 VISA INC - CLASS A SHRS    
    500 WAL MART STORES INC    
    1200 WELLS FARGO & CO 43,617 65,784
    515 WHOLE FOODS MKT INC 19,696 25,966
    475 ACCENTURE PLC SEDOL    
    1200 INVESTCO LTD    
    250 LYNDONELLBASELL INDUSTRIES CLA    
    1000 INVESCO LTD 32,505 39,520
    250 LYONDELLBASELL INDUSTRIES - CL A 18,330 19,848

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    6400 OPPENHEIMER MAIN ST SMALL CAP F FMV 121,284 200,064
    4900 PIONEER SELECT MID CAP GROWTH F FMV 133,215 191,933
    3500 ARTISIAN INTERNATIONAL VALUE FD FMV 100,590 119,735
    450 ISHARES MSCI EMERGING MARKETS FMV 17,532 17,681
    7000 MFS RESH INTL FD CL I FMV 66,150 117,530
    3773.585 PIMCO TOTAL RETURN INSTL FD FMV 38,000 40,226
    17750 PIONEER BOND FUND CLASS Y FD FMV 129,280 155,360

    TY 2014 OtherAssetsSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED FORM 1099 DIVIDENDS 1,291 1,469 1,469


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGIONS BANK - INVESTMENT FEES 12,740 12,740    


    TY 2014 TaxesSchedule
    Name:
    THE ANONYMOUS FOUNDATION
    EIN: 20-5224490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 274 274    
    EXCISE TAXES 3,364