Form990-PF
Click to see attachment

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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
AWH FOUNDATION
co ROBERT W GILLETT

Number and street (or P.O. box number if mail is not delivered to street address)1400 BURR OAK DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENVIEW, IL60025
A Employer identification number

36-6050191
B Telephone number (see instructions)

(847) 498-3309
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$8,232,226
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
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 33,132 33,132 33,132
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 306,361
b Gross sales price for all assets on line 6a 34,671,315
7 Capital gain net income (from Part IV, line 2)... 306,361
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........ 339,493 339,493 33,132
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,000 8,000   6,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,500 2,750   2,750
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 80,933 60,700   20,233
18 Taxes (attach schedule) (see instructions) 40,812 40,812    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,793 423   14,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 156,038 112,685   43,183
25 Contributions, gifts, grants paid........ 167,574 167,574
26 Total expenses and disbursements. Add lines 24 and 25 323,612 112,685   210,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,881
b Net investment income (if negative, enter -0-) 226,808
c Adjusted net income (if negative, enter -0-)... 33,132
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments..........      
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)........ 4,209,466 Click to see attachment5,398,149 8,232,226
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet1,051
Less: accumulated depreciation (attach schedule) bullet1,051      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,209,466 5,398,149 8,232,226
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment3,171,203 Click to see attachment4,304,534
23 Total liabilities (add lines 17 through 22).......... 3,171,203 4,304,534
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......... 1,038,263 1,093,615
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 page 17 of the
instructions).................... 1,038,263 1,093,615
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,209,466 5,398,149
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 1,038,263
2 Enter amount from Part I, line 27a..................... 2 15,881
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 78,451
4 Add lines 1, 2, and 3.......................... 4 1,132,595
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 38,980
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,093,615
Form 990-PF (2013)
Form 990-PF (2013)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 2 306,361
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 -72,903
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 page 18 of the 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))
2012 204,382 4,501,504 0.04540
2011 212,088 4,000,731 0.05301
2010 94,411 4,104,649 0.02300
2009 60,708 2,263,203 0.02682
2008 56,633 816,854 0.06933
2 Total of line 1, column (d) ...................... 2 0.21757
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 0.04351
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,450,566
5 Multiply line 4 by line 3....................... 5 324,204
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,268
7 Add lines 5 and 6......................... 7 326,472
8 Enter qualifying distributions from Part XII, line 4.............. 8 210,757
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 (2013)
Form 990-PF (2013)
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 4,536
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 4,536
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 4,536
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,265
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,265
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 37
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 2,692
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet2,692 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 page 19 of
the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    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 ofbulletROBERT W GILLETT Telephone no.bullet (847) 498-3309
    Located atbullet1400 BURR OAK DRIVEGLENVIEWIL ZIP+4bullet60025
    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 2013, 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 Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the instructions)?...
    1b
     
    No
    .........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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    3b
     
    No
    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 2013?
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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
     
    No
    .........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
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    ROBERT W GILLETT President
    0.00
    8,000    
    7569 N MYSTIC CANYON DRIVE
    TUCSON,AZ85718
    NANCY TEFFT Vice President
    0.00
    0    
    1271 N LAKE PLEASANT ROAD
    HILLSDALE,MI49242
    MARY H GILLETT Vice President
    0.00
    6,000    
    7569 N MYSTIC CANYON DRIVE
    TUCSON,AZ85718
    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 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 page 24 of the 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    372,528
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,536
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,536
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    367,992
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    367,992
    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
    367,992
    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
     
    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
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 367,992
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 195,534
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 210,757
    a Applied to 2012, but not more than line 2a 195,534
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 15,223
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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  
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    352,769
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 (2013)
    Form 990-PF (2013)
    Page 10
    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
    AVON BREAST CANCER
    1 AVON PLAZA
    RYE,NY10580
    NONE PUBLIC CHARITABLE 1,000
    HOMER COMMUNITY SCHOOLS
    403 S HILLSDALE STREET
    HOMER,MI49245
    NONE PUBLIC CHARITABLE 100
    SAINT PETERS FREE CLINIC
    3 NORTH BROAD STREET
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 200
    ARIZONA SONORA DESERT MUSEUM
    2021 N KINNEY ROAD
    TUCSON,AZ85743
    NONE PUBLIC CHARITABLE 75
    THE SALVATION ARMY
    160 E BACON
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 500
    ARIZONA PUBLIC RADIO
    PO BOX 210067
    TUCSON,AZ85721
    NONE PUBLIC CHARITABLE 250
    THE UNIVERSITY OF ARIZONA
    PO BOX 210096
    TUCSON,AZ85721
    NONE PUBLIC CHARITABLE 35,431
    SIMON YOUTH FOUNDATION
    4200 PORTSMOUTH BOULEVARD
    CHESAPEAKE,VA23321
    NONE PUBLIC CHARITABLE 2,500
    VALLEY OASIS SHELTER
    45134 N SIERRA HIGHWAY
    LANCASTER,CA93539
    NONE PUBLIC CHARITABLE 26,500
    ARIZONA THEATRE COMPANY
    343 S SCOTT
    TUCSON,AZ85701
    NONE PUBLIC CHARITABLE 870
    DRIVE FOR EPILESPY CURE
    3751 PEBBLE BEACH
    NORTHBROOK,IL60062
    NONE PUBLIC CHARITABLE 11,100
    UNIV OF MICHIGAN CANCER CENTER
    301 E LIBERTY STE 400
    ANN ARBOR,MI48104
    NONE PUBLIC CHARITABLE 1,500
    ARIZONA PUBLIC MEDIA
    PO BOX 210067
    TUCSON,AZ85721
    NONE PUBLIC CHARITABLE 200
    FOX THEATRE
    17 W CONGRESS
    TUCSON,AZ85701
    NONE PUBLIC CHARITABLE 2,347
    THE HILLSDALE ARTS CHORALE
    PO BOX 215
    JONESVILLE,MI49250
    NONE PUBLIC CHARITABLE 500
    HOSPICE OF HILLSDALE COUNTY
    124 S HOWELL STREET
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 300
    GREATER HILLSDALE HUMANE SOC
    PO BOX 307
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 150
    FIRST PRESBYTERIAN CHURCH
    31 NORTH STREET
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 500
    SIENA HEIGHTS UNIVERSITY
    1247 E SIENA HEIGHTS DRIVE
    ADRRIAN,MI49221
    NONE PUBLIC CHARITABLE 2,000
    DOMESTIC HARMONY
    PO BOX 231
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 250
    ST JUDE CHILDRENS HOSPITAL
    PO BOX 50
    MEMPHIS,TN38101
    NONE PUBLIC CHARITABLE 200
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022
    NONE PUBLIC CHARITABLE 160
    COVENANT HOUSE
    346 WEST 17TH STREET
    NEW YORK,NY10011
    NONE PUBLIC CHARITABLE 200
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250
    NONE PUBLIC CHARITABLE 200
    FEED THE CHILDREN
    PO BOX 36
    OKLAHOMA CITY,OK73101
    NONE PUBLIC CHARITABLE 200
    VILLAGE PRESBYTERIAN CHURCH
    1300 SHERMER ROAD
    NORTHBROOK,IL60062
    NONE PUBLIC CHARITABLE 10,000
    JOHN MARSHALL LAW SCHOOL
    315 S PLYMOUTH COURT
    CHICAGO,IL60604
    NONE PUBLIC CHARITABLE 20,000
    AMERICAN COMMITTEE FOR THE WEITZMAN INST
    180 N STETSON 840
    CHICAGO,IL60601
    NONE PUBLIC CHARITABLE 850
    TUCSON SYMPHONY ORCHESTRA
    2175 N SIXTH AVENUE
    TUCSON,AZ85705
    NONE PUBLIC CHARITABLE 108
    DORYCE L MAHER SCHOLARSHIP
    HILLSDALE COLLEGE
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 5,000
    ARTHUR W HILL SCHOLARSHIP
    HILLSDALE COLLEGE
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 2,000
    BESS HAGAMAN TEFFT SCHOLARSHIP
    HILLSDALE COLLEGE
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 3,000
    CHILD ABUSE PREVENTION AND AWARENESS
    20 CARE DRIVE
    HILLSDALE,MI49242
    NONE PUBLIC CHARITABLE 200
    COMMUNITY FOOD BANLK OF TUCSON
    PO BOX 26727
    TUCSON,AZ85726
    NONE PUBLIC CHARITABLE 250
    UNIVERSITY OF ARIZONA FOUNDATION
    PO BOX 210096
    TUCSON,AZ85775
    NONE PUBLIC CHARITABLE 17,000
    UNIVERSITY OF MICHIGAN
    1000 OAKBROOK DRIVE SUITE 100
    ANN ARBOR,MI48104
    NONE PUBLIC CHARITABLE 15,000
    FIRST GIVING
    34 FARNSWORTH STREET 3RD FLOOR
    BOSTON,MA02210
    NONE PUBLIC CHARITABLE 239
    WTTW CHANNEL 11
    5400 N ST LOUIS AVENUE
    CHICAGO,IL60625
    NONE PUBLIC CHARITABLE 494
    LITCHFIELD COMMUNITY SCHOOLS
    210 WILLIAMS STREET
    LITCHFIELD,MI49252
    NONE PUBLIC CHARITABLE 500
    TUCSON MUSEUM OF ART
    140 N MAIN STREET
    TUCSON,AZ85701
    NONE PUBLIC CHARITABLE 2,700
    BROADWAY IN TUCSON
    100 N STATE
    TUCSON,AZ85701
    NONE PUBLIC CHARITABLE 3,000
    Total .................................bullet 3a 167,574
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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.... 900099 33,132      
    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 .............
    900099 306,361      
    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).. 339,493    
    13Total. Add line 12, columns (b), (d), and (e)..................
    13339,493
    (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 (2013)
    Form 990-PF (2013)
    Page 12
    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 or fiduciary) 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 (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1500 SHS ALEXION PHARMA INC 95,229 287,040
    2000 SHS CHART INDS INC    
    4000 SHS JAZZ PHARMACEUTICALS INC 285,920 675,360
    300 SHS PRICELINE COM INC 80,318 361,863
    2500 SHS ULTA SALON COSMETICS    
    1500 SHS ULTIMATE SOFTWARE GROUP INC 110,099 225,765
    2500 SHS UNITED RENTALS INC 153,743 275,150
    2000 SHS YANDEX N.V.    
    6000 SHS NATIONSTAR MTG LLC    
    4000 SHS OCWEN FINL CORP    
    10000 SHS ALLIANCE FIBER OPTIC PRODS INC    
    2500 SHS ANIKA THERAPEUTICS INC    
    7000 SHS BITAUTO HLDGS LTD 117,641 586,040
    2500 SHS CARRIZO OIL & GAS INC    
    2500 SHS CHESAPEAKE ENERGY CORPORATION    
    1000 SHS CHICAGO BRIDGE & IRON COMPANY    
    1000 SHS CONNS INC    
    1000 SHS CONTINENTAL RES INC    
    1000 SHS DEVON ENERGY CORP    
    1500 SHS DIAMONDBACK ENERGY IINC    
    1500 SHS FACEBOOK INC 71,705 112,485
    2000 SHS FINANCIAL ENGINES INC    
    1000 SHS FLEETCOR TECHNOLOGIES INC 54,978 150,560
    1250 SHS GENERAC HLDGS INC    
    4000 SHS GENTIUM S.P.A.    
    2000 SHS LIGAND PHARMACEUTICALS INC    
    1000 SHS LUMBER LIQUIDATORS HLDGS INC    
    1500 SHS MAXIMUS INC    
    3000 SHS NATUS MED INC 59,522 102,000
    4000 SHS NEXSTAR BROADCASTING GROUP INC    
    4000 SHS NOAH HOLDINGS LIMITED    
    1000 SHS NU SKIN ENTERPRISES INC    
    1250 SHS OASIS PETROLEUM INC    
    3000 SHS PAREXlL INTL CORP    
    500 SHS PIONEER NATURAL RESOURCES CO    
    1500 SHS PORTFOLIO RECOVERY ASSOCS INC    
    2000 SHS QIHOO 360 TECHNOLOGY CO LTD    
    2500 SHS QIWI PLC    
    3000 SHS SANCHEZ ENERGY CORP    
    2000 SHS SOUFUN HLDGS LTD    
    1500 SHS SPIRIT AIRLINES INC    
    5000 SHS TANGOE INC    
    1500 SHS TENET HEALTHCARE CORP    
    750 SHS VALEANT PHARMACEUTICALS INTL    
    2000 SHS VIPSHOP HLDGS LTD 162,265 458,580
    4000 SHS YY INC 264,345 331,440
    3000 SHS YELP INC    
    500 SHS ACTAVIS PLC 89,346 121,370
    1500 SHS LAZARD LTD 69,300 73,815
    3000 SHS AVAGO TECHNOLOGIES LTD 187,821 258,750
    3000 SHS AKORN INC 102,776 133,650
    2000 SHS APOGEE ENTERPRISES 80,882 87,800
    1000 SHS APPLE INC 80,920 108,000
    3000 SHS ARRIS GROUP INC 76,466 90,060
    3000 SHS ATHLON ENERGY INC 112,037 174,900
    2000 SHS AUTOHOME INC 74,523 105,780
    2000 SHS AVIS BUDGET GROUP INC 102,821 111,500
    3500 SHS BLACKHAWK NETWORK HLDGS INC 110,569 120,960
    2000 SHS BOISE CASCADE COMPANY 67,186 72,120
    500 SHS CANADIAN PACIFIC RAILWAY LTD 86,866 103,840
    1000 SHS CELGENE CORP 90,181 107,090
    1000 SHS CETENE CORP 77,336 92,670
    2500 SHS CONSTANT CONTACT INC 78,017 88,400
    3000 SHS DTS INC 76,771 89,340
    1500 SHS EAGLE MATERIALS INC 129,640 131,145
    2500 SHS ECHO GLOBAL LOGISTICS INC 62,967 65,325
    3000 SHS FREIGHTCAR AMER INC 88,313 98,910
    1000 SHS GILEAD SCIENCES INC 111,200 112,000
    4000 SHS GREENBRIER COMPANIES INC 201,964 250,160
    1000 SHS HCA HLDGS INC 70,056 70,050
    1000 SHS ILLUMINA INC 178,564 192,580
    2500 SHS LANNETT INC 126,011 141,800
    2000 SHS LENNAR CORP 85,447 86,160
    3000 SHS MICRON TECHNOLOGY 75,147 99,270
    1500 SHS MINERALS TECH INC 105,004 115,065
    1000 SHS PALO ALTO NETWORKS INC 96,436 105,700
    2500 SHS RUSH ENTERPRISES INC 86,128 95,250
    3000 SHS SKYWORKS SOLUTIONS INC 133,763 174,720
    2500 SHS SUPER MICRO COMPUTER INC 75,612 79,900
    5000 SHS TAL EDUCATION GROUP 109,690 158,800
    1000 SHS TESLA MOTORS INC 167,138 241,700
    1750 SHS TEXTRON INC 64,703 72,678
    2000 U S SILICA HLDGS INC 104,331 89,800
    3000 SHS VASCO DATA SECURITY INTL 70,559 75,960
    500 SHS VISA INC 107,531 120,715
    2000 SHS WHITEWAVE FOODS CO 65,386 74,460
    1000 SHS ZEBRA TECHNOLOGIES CORP 62,976 73,750

    TY 2013 LandEtcSchedule2
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 1,051 1,051    


    TY 2013 LegalFeesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF HOLLAND & SOLOVY 5,500 2,750 0 2,750


    TY 2013 OtherDecreasesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Description Amount
    PRIOR YESRS PENDING STOCK TRANSACTIONS 38,980


    TY 2013 OtherExpensesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT FEES 128 128    
    BANK CHARGES 160      
    FILING FEES 10      
    OFFICE EXPENSES 295 295    
    OUTSIDE SERVICES 14,200     14,200


    TY 2013 OtherIncreasesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Description Amount
    DISALLOWED WASH SALES 78,451


    TY 2013 OtherLiabilitiesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    MARGIN LOAN 3,171,203 4,304,534


    TY 2013 TaxesSchedule
    Name:
    AWH FOUNDATION
    co ROBERT W GILLETT
    EIN: 36-6050191
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL 31,151 31,151    
    FOREIGN 570 570    
    STATE 9,091 9,091