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
RIDGEWAY EM-CHARITTUW
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2907 - TRUST TAX DEPT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILSON, NC278942907
A Employer identification number

54-6202908
B Telephone number (see instructions)

(540) 665-4254
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,633,625
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 1,188 1,188  
4 Dividends and interest from securities...... 45,796 45,796  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,875
b Gross sales price for all assets on line 6a 434,064
7 Capital gain net income (from Part IV, line 2)... 19,875
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 66,859 66,859  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,821 22,821    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 1,485     1,485
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,086 883   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 142 142    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,534 23,846 0 1,485
25 Contributions, gifts, grants paid........ 76,748 76,748
26 Total expenses and disbursements. Add lines 24 and 25 103,282 23,846 0 78,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,423
b Net investment income (if negative, enter -0-) 43,013
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............   58,271 58,271
2 Savings and temporary cash investments.......... 50,608 58,074 58,074
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 709,932 678,773 752,201
c Investments—corporate bonds (attach schedule)........ 801,881 777,671 765,079
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 46,484   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,608,905 1,572,789 1,633,625
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,608,905 1,572,789
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,608,905 1,572,789
31 Total liabilities and net assets/fund balances (see instructions).. 1,608,905 1,572,789
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 1,608,905
2 Enter amount from Part I, line 27a..................... 2 -36,423
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 307
4 Add lines 1, 2, and 3.......................... 4 1,572,789
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,572,789
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 100. ACCOR SA   2013-07-11 2014-08-12
b 130. AEGON N V ORD   2014-05-12 2014-08-12
c 70. EUROPEAN AERONAUT UNSP ADR   2013-07-11 2014-08-12
d 90. ADR AMERICA MOVIL S A DE CV   2013-07-11 2014-08-12
e 50. ADR AXA-UAP F/K/A AXA SA SPONSORED ADR   2013-07-11 2014-08-12
50. BAE SYSTEMS PLC SPON ADR   2014-02-21 2014-08-12
70. BG GROUP PLC SPON ADR   2014-05-12 2014-08-12
170. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR   2013-04-11 2014-08-12
110. BARCLAYS PLC ADR   2013-07-11 2014-08-12
31.339 COHEN & STEERS REALTY SHARES INSTITUTION   2011-06-17 2014-08-12
60. DENSO CORPORATION   2014-07-09 2014-08-12
200. DEUSTCHE BOERSE AG ADR   2013-07-11 2014-08-12
640.414 DOUBLELINE TOTAL RETURN BOND FUND   2011-11-21 2014-08-12
20. EMC CORPORATION COMMON   2013-07-11 2014-08-12
30. GEA GROUP AG   2013-07-11 2014-08-12
30. HEINEKEN NV - UNSPON ADR   2013-07-11 2014-08-12
20. HITACHI LTD   2013-09-19 2014-08-12
70. IPSEN SA SPONSORED ADR   2014-01-10 2014-08-12
240. JULIUS BAER GROUP LTD   2013-07-11 2014-08-12
60. KAO CORP SPONS ADR   2013-07-11 2014-08-12
70. KAO CORP SPONS ADR   2013-09-19 2014-08-12
40. KONINKLIJKE PHILIPS ELECTRS   2013-09-19 2014-08-12
40. LVMH MOET-HENNESSEY UNSPON ADR     2014-08-12
51.067 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2011-08-18 2014-08-12
422.495 METROPOLITAN WEST TOTAL RETURN BOND FUND   2011-06-17 2014-08-12
50. MITSUBISHI ESTATE COMPANY LTD   2013-07-11 2014-08-12
80. NATURAL RESOURCE PARTNERS LP     2014-08-12
110. NATURAL RESOURCE PARTNERS LP   2013-07-11 2014-08-12
441.096 NEUBERGER BERMAN STRATEGIC INCOME FUND-I   2013-04-11 2014-08-12
40. NIPPON TELEG & TEL CORP     2014-08-12
20. NIPPON TELEG & TEL CORP   2013-07-11 2014-08-12
30. NOVARTIS AG   2013-07-11 2014-08-12
37.757 OPPENHEIMER DEVELOPING MARKETS FUND CL Y   2011-08-18 2014-08-12
100. OTSUKA HOLDINGS LTD   2014-02-21 2014-08-12
261.118 PIMCO PIMS FOREIGN BOND FUND   2013-04-11 2014-08-12
231.281 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL   2014-02-21 2014-08-12
100. PORSCHE AUTOMOBIL HOLDINGS SE UNSPONS A   2013-07-11 2014-08-12
1780. PORTUGAL TELECOM S A     2014-08-12
50. REPSOL S A   2013-07-11 2014-08-12
10. ROCHE HOLDING LTD ADR   2013-11-18 2014-08-12
30. ROCHE HOLDING LTD ADR     2014-08-12
50. KONINKLIJKE DSM NV-SPONS ADR   2013-07-11 2014-08-12
470. KONINKLIJKE KPN NV COMMON   2014-02-21 2014-08-12
5. SCHLUMBERGER LTD   2012-08-08 2014-08-12
90. SECOM CO LTD COMMON   2013-07-11 2014-08-12
25. SEVEN & I HOLDINGS UNSPN ADR   2013-09-19 2014-08-12
160. SONY CORP     2014-08-12
225.938 STERLING CAPITAL CORPORATE FUND-I   2013-02-21 2014-08-12
1105.744 STERLING CAPITAL TOTAL RETURN BOND FUND   2006-03-16 2014-08-12
270. SUMITOMO MITSUI SPONS ADR   2013-11-18 2014-08-12
40. SUNCOR ENERGY, INC     2014-08-12
50. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR     2014-08-12
30. TORAY INDUSTRIES INC   2014-01-10 2014-08-12
30. URS CORP NEW     2014-08-12
60. URS CORP NEW     2014-08-12
20. UNIBAIL-RODAMCO COMMON SE-UNSP ADR   2014-02-21 2014-08-12
15. WPP PLC   2011-08-18 2014-08-12
70. WILLIAM HILL PLC-UNSPON ADR   2014-05-12 2014-08-12
20. DAIMLER-CHRYSLER AG ORDINARY   2013-07-11 2014-08-12
30. TRANSOCEAN LTD   2014-07-09 2014-08-12
30. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2013-07-11 2014-08-12
130. BAE SYSTEMS PLC SPON ADR   2014-02-21 2014-10-20
110. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR     2014-10-20
10. BERSHIRE HATHAWAY INC CL B COMMON   2013-07-11 2014-10-20
30. COCA COLA COMPANY   2013-09-19 2014-10-20
417.208 DOUBLELINE TOTAL RETURN BOND FUND   2011-11-21 2014-10-20
78.308 HOTCHKIS & WILEY HIGH YIELD FUND-I   2013-11-18 2014-10-20
370. IPSEN SA SPONSORED ADR     2014-10-20
281.07 METROPOLITAN WEST TOTAL RETURN BOND FUND   2011-06-17 2014-10-20
266.243 PIMCO PIMS FOREIGN BOND FUND   2013-04-11 2014-10-20
263.452 STERLING CAPITAL CORPORATE FUND-I   2013-02-21 2014-10-20
959.384 STERLING CAPITAL TOTAL RETURN BOND FUND   2006-03-16 2014-10-20
15. PERRIGO CO PLC   2013-12-19 2014-10-20
90. TRANSOCEAN LTD   2014-07-09 2014-10-20
.272 AECOM TECHNOLOGY CORP COMMON   2014-05-12 2014-12-08
38.56 AECOM TECHNOLOGY CORP COMMON   2011-11-21 2015-02-12
7.44 AECOM TECHNOLOGY CORP COMMON   2014-05-12 2015-02-12
47. APPLE COMPUTER CORPORATION COMMON     2015-02-12
18. BAXTER INTERNATIONAL INCORPORATED     2015-02-12
13. BERSHIRE HATHAWAY INC CL B COMMON   2013-07-11 2015-02-12
48. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO     2015-02-12
20. CALIFORNIA RESOURCES CORP COMMON     2015-02-12
80. CARBO CERAMICS INC COMMON   2014-10-20 2015-02-12
60. CENTENE CORP     2015-02-12
5. CHEVRON TEXACO CORP COMMON   2014-02-21 2015-02-12
35. CHEVRON TEXACO CORP COMMON     2015-02-12
40. COCA COLA COMPANY     2015-02-12
10. COCA COLA COMPANY   2013-09-19 2015-02-12
49. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2015-02-12
74.47 COHEN & STEERS REALTY SHARES INSTITUTION     2015-02-12
66. DARLING INTERNATIONAL INC COMMON   2014-01-10 2015-02-12
140. DEUSTCHE BOERSE AG ADR     2015-02-12
390. DEUSTCHE BOERSE AG ADR     2015-02-12
146. EMC CORPORATION COMMON   2013-07-11 2015-02-12
20. EXPRESS SCRIPTS HOLDING CO COMMON     2015-02-12
21. GENERAL MILLS, INCORPORATED   2013-07-11 2015-02-12
34. HANESBRANDS INC COMMON     2015-02-12
240. HOLCIM LTD UNSPON ADR   2014-08-12 2015-02-12
75. JULIUS BAER GROUP LTD     2015-02-12
23. KINDER MORGAN INC COMMON   2013-07-11 2015-02-12
20. LVMH MOET-HENNESSEY UNSPON ADR   2014-07-09 2015-02-12
90. LVMH MOET-HENNESSEY UNSPON ADR     2015-02-12
90. MATTEL INC     2015-02-12
60. MATTEL INC   2014-01-10 2015-02-12
20. MAXIM INTEGRATED PRODUCTS INC COMON   2013-07-11 2015-02-12
268.806 NEUBERGER BERMAN STRATEGIC INCOME FUND-I     2015-02-12
4682.712 NEUBERGER BERMAN STRATEGIC INCOME FUND-I     2015-02-12
85. NEWFIELD EXPL CO COM     2015-02-12
14. NOVARTIS AG   2013-07-11 2015-02-12
23. PFIZER INCORPORATED   2013-07-11 2015-02-12
13. POLARIS INDUSTRIES INC   2011-11-21 2015-02-12
11. SCHLUMBERGER LTD     2015-02-12
180. SONY CORP   2014-02-21 2015-02-12
10. STERICYCLE INC     2015-02-12
70. SUNCOR ENERGY, INC     2015-02-12
20. SUNCOR ENERGY, INC   2014-02-21 2015-02-12
47. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR     2015-02-12
53.49 TOUCHSTONE FOCUSED FUND     2015-02-12
10. THE TRAVELERS COMPANIES INC.   2014-05-12 2015-02-12
40. THE TRAVELERS COMPANIES INC.   2013-07-11 2015-02-12
50. TRINITY INDS INC     2015-02-12
110. UNIBAIL-RODAMCO COMMON SE-UNSP ADR     2015-02-12
8. VARIAN MED SYS INC   2013-11-18 2015-02-12
70. ENSCO PLC   2013-07-11 2015-02-12
40. ENSCO PLC     2015-02-12
13. PENTAIR PLC     2015-02-12
107. KKR & CO. L.P.   2015-02-12 2015-03-19
164. EUROPEAN AERONAUT UNSP ADR     2015-04-27
157.45 ARTISAN INTERNATIONAL SMALL CAP FUND # 1   2013-09-19 2015-04-27
25. BAYER A G SPONSORED ADR   2014-10-20 2015-04-27
29. CENTENE CORP     2015-04-27
21. CLEAN HARBORS INC COMMON   2014-05-12 2015-04-27
39. GENERAL ELECTRIC COMPANY   2014-08-12 2015-04-27
20. GENERAL MILLS, INCORPORATED   2013-07-11 2015-04-27
37. HANESBRANDS INC COMMON   2013-07-11 2015-04-27
50. HITACHI LTD   2013-11-18 2015-04-27
67.816 LAZARD EMERGING MKTS PORTFOLIO INST CLASS FUND # 638 CLOSED TO   2014-10-20 2015-04-27
18. MCDONALDS CORPORATION   2012-10-25 2015-04-27
74. MEADWESTVACO CORP.   2015-02-12 2015-04-27
31.894 OPPENHEIMER DEVELOPING MARKETS FUND CL Y     2015-04-27
118. SEVEN & I HOLDINGS UNSPN ADR   2013-09-19 2015-04-27
22. STERICYCLE INC   2013-07-11 2015-04-27
122. SUMITOMO MITSUI SPONS ADR   2013-11-18 2015-04-27
47. SUNTORY BEVERAGE & FOOD -UADR   2014-05-12 2015-04-27
153. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2014-01-10 2015-04-27
61.287 TOUCHSTONE FOCUSED FUND     2015-04-27
32. TRINITY INDS INC     2015-04-27
20. TRINITY INDS INC   2014-08-12 2015-04-27
22. VARIAN MED SYS INC     2015-04-27
52. WESTERN UNION COMPANY COMMON   2013-07-11 2015-04-27
19. DAIMLER-CHRYSLER AG ORDINARY     2015-04-27
.014 GOOGLE INC CLASS C COMMON   2013-11-18 2015-05-12
.9 WESTROCK CO COMMON   2015-02-12 2015-07-24
604.676 COHEN & STEERS REALTY SHARES INSTITUTION     2015-07-31
28.928 COHEN & STEERS REALTY SHARES INSTITUTION   2015-04-27 2015-07-31
4495.679 PIMCO COMMODITY REAL RETURN STRATEGY INS     2015-07-31
2841.386 PIMCO COMMODITY REAL RETURN STRATEGY INS   2014-07-09 2015-07-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 913   717 196
b 1,029   1,171 -142
c 1,004   948 56
d 2,114   1,922 192
e 1,202   1,065 137
1,466   1,380 86
1,368   1,506 -138
1,993   1,569 424
1,610   2,031 -421
1,481   1,281 200
1,341   1,400 -59
1,415   1,367 48
7,038   7,147 -109
585   491 94
1,332   1,128 204
1,039   1,028 11
1,492   1,349 143
744   831 -87
2,045   1,988 57
2,496   2,043 453
2,912   2,142 770
1,193   1,308 -115
1,367   1,439 -72
1,036   975 61
4,580   4,440 140
1,164   1,412 -248
1,284   1,213 71
1,766   2,458 -692
5,006   5,081 -75
1,305   1,078 227
652   528 124
2,584   2,206 378
1,509   1,170 339
1,637   1,532 105
2,867   2,851 16
2,687   2,583 104
900   785 115
3,303   6,621 -3,318
1,203   1,108 95
356   352 4
1,068   637 431
817   885 -68
1,532   1,763 -231
538   367 171
1,404   1,282 122
2,087   1,836 251
2,767   2,764 3
2,334   2,379 -45
11,865   11,201 664
2,146   2,817 -671
1,555   1,223 332
997   889 108
2,056   2,012 44
1,749   1,477 272
3,497   2,139 1,358
522   530 -8
1,526   746 780
1,625   1,693 -68
1,598   1,294 304
1,171   1,302 -131
1,982   1,621 361
3,708   3,587 121
1,231   949 282
1,366   1,170 196
1,295   1,181 114
4,606   4,656 -50
1,002   1,027 -25
4,218   4,293 -75
3,069   2,954 115
2,950   2,907 43
2,721   2,774 -53
10,333   9,719 614
2,242   2,283 -41
2,609   3,906 -1,297
8   8  
1,028   1,153 -125
198   222 -24
5,929   3,800 2,129
1,257   1,302 -45
1,945   1,521 424
2,531   1,128 1,403
126   149 -23
3,052   4,389 -1,337
7,054   2,323 4,731
551   566 -15
3,855   3,906 -51
1,693   1,612 81
423   394 29
2,929   1,995 934
3,963   3,292 671
1,136   1,361 -225
1,123   1,086 37
3,128   2,770 358
4,062   3,581 481
1,685   1,296 389
1,109   1,071 38
3,996   1,979 2,017
3,576   3,725 -149
700   707 -7
957   916 41
722   762 -40
3,251   3,279 -28
2,451   3,193 -742
1,634   2,711 -1,077
691   572 119
3,016   3,050 -34
52,540   53,828 -1,288
2,617   3,233 -616
1,430   1,029 401
794   664 130
1,998   766 1,232
948   1,018 -70
4,852   3,093 1,759
1,321   1,174 147
2,187   2,304 -117
625   662 -37
1,147   812 335
2,024   1,676 348
1,077   922 155
4,308   3,308 1,000
1,473   870 603
3,189   2,928 261
736   599 137
2,072   4,173 -2,101
1,184   2,018 -834
849   965 -116
2,425   2,598 -173
2,881   2,319 562
4,128   4,185 -57
3,737   3,282 455
2,148   782 1,366
1,173   1,267 -94
1,050   1,001 49
1,127   1,020 107
1,190   494 696
3,529   3,506 23
1,238   1,278 -40
1,776   1,570 206
3,518   3,928 -410
1,174   1,197 -23
2,602   2,167 435
3,015   2,552 463
1,079   1,273 -194
1,024   846 178
3,792   2,589 1,203
2,399   1,904 495
923   855 68
577   845 -268
2,110   1,518 592
1,072   904 168
1,847   1,518 329
7   7  
56   61 -5
28,081   25,118 2,963
1,343   1,486 -143
17,623   23,619 -5,996
11,138   16,793 -5,655
      7,984
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       196
b       -142
c       56
d       192
e       137
      86
      -138
      424
      -421
      200
      -59
      48
      -109
      94
      204
      11
      143
      -87
      57
      453
      770
      -115
      -72
      61
      140
      -248
      71
      -692
      -75
      227
      124
      378
      339
      105
      16
      104
      115
      -3,318
      95
      4
      431
      -68
      -231
      171
      122
      251
      3
      -45
      664
      -671
      332
      108
      44
      272
      1,358
      -8
      780
      -68
      304
      -131
      361
      121
      282
      196
      114
      -50
      -25
      -75
      115
      43
      -53
      614
      -41
      -1,297
       
      -125
      -24
      2,129
      -45
      424
      1,403
      -23
      -1,337
      4,731
      -15
      -51
      81
      29
      934
      671
      -225
      37
      358
      481
      389
      38
      2,017
      -149
      -7
      41
      -40
      -28
      -742
      -1,077
      119
      -34
      -1,288
      -616
      401
      130
      1,232
      -70
      1,759
      147
      -117
      -37
      335
      348
      155
      1,000
      603
      261
      137
      -2,101
      -834
      -116
      -173
      562
      -57
      455
      1,366
      -94
      49
      107
      696
      23
      -40
      206
      -410
      -23
      435
      463
      -194
      178
      1,203
      495
      68
      -268
      592
      168
      329
       
      -5
      2,963
      -143
      -5,996
      -5,655
       
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 19,875
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 80,699 1,639,677 0.049216
2012 79,764 1,592,963 0.050073
2011 81,909 1,569,682 0.052182
2010 81,055 1,593,552 0.050864
2009 67,939 1,507,969 0.045053
2 Total of line 1, column (d) ...................... 2 0.247388
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 0.049478
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,611,736
5 Multiply line 4 by line 3....................... 5 79,745
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 430
7 Add lines 5 and 6......................... 7 80,175
8 Enter qualifying distributions from Part XII, line 4.............. 8 78,233
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 1 860
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 860
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 860
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,924
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,924
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,064
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet860 RefundedBullet 11 204
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)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBRANCH BANKING & TRUST COMPANY Telephone no.bullet (540) 665-4254
    Located atbullet38 ROUSE AVEWINSCHESTERVA ZIP+4bullet22601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    BRANCH BANKING AND TRUST COMPANY TRUSTEE
    1
    22,821    
    38 ROUSE AVE
    WINCHESTER,VA22601
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,593,216
    b
    Average of monthly cash balances.......................
    1b
    43,064
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,636,280
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,636,280
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,544
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,611,736
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    80,587
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    80,587
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    860
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    860
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    79,727
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    79,727
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    79,727
    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
    78,233
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    78,233
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    78,233
    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 79,727
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 15,127
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 78,233
    a Applied to 2013, but not more than line 2a 15,127
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 63,106
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    16,621
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DENA KANE
    38 ROUSS AVE
    WINCHESTER,VA226014738
    (540) 665-4218
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST - MUST DEMONSTRATE NEED AND QUALIFICATIONS WITHIN PARAMETERS OF FOUNDATION PURPOSE.
    cAny submission deadlines:
    MAY 31, ANNUALLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITIES MUST BE IN WINCHESTER AND SURROUNDING AREAS. EMPHASIS IS PLACED ON PERSONAL SERVICES.
    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
    VA UNITED METHODIST HOMES INC
    7113 THREE CHOPT RD STE 30
    RICHMOND,VA23226
    NONE EXEMPT GENERAL FUNDS 10,008
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73162
    NONE PUBLIC CHARITY GENERAL FUNDS 500
    BILLY GRAHAM EVANGELISTIC ASSN
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201
    NONE PUBLIC CHARITY GENERAL FUNDS 10,008
    FERRUM COLLEGE
    COLLEGE RELATIONS OFFICE
    FERRUM,VA24088
    NONE PUBLIC CHARITY SCHOLARSHIP FUNDS 10,008
    ADULT CARE CENTER OF THE NORTHERN
    SHENANDOAH VALLEY INC
    115 WOLFE ST
    WINCHESTER,VA22601
    NONE PUBLIC CHARITY TO ASSIST NEEDY ELDERLY 1,300
    AMERICAN RED CROSS
    561 FORTRESS DR
    WINCHESTER,VA22603
    NONE PUBLIC CHARITY EMERGENCY ASSISTANCE 900
    BIG BROTHERSBIG SISTERS OF
    WINCHESTER FREDERICK & CLARKE CNTY
    121 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22601
    NONE PUBLIC CHARITY GENERAL FUNDS 1,100
    BLUE RIDGE AREA FOOD BANK
    P O BOX 937
    VERONA,VA24482
    NONE PUBLIC CHARITY PUBLIC ASSISTANCE FOR NEEDY 1,400
    BLUE RIDGE HOSPICE INC
    333 WEST CORK ST
    WINCHESTER,VA22604
    NONE PUBLIC CHARITY GENERAL FUNDS 1,100
    C-CAP OF WINCHESTER
    PO BOX 2112
    WINCHESTER,VA22604
    NONE PUBLIC CHARITY GENERAL FUNDS 1,200
    CHILD ASSAULT PREVENTION PROGRAM
    125 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602
    NONE PUBLIC CHARITY GENERAL FUNDS 1,000
    CONCERN HOTLINE
    P O BOX 2032
    WINCHESTER,VA22601
    NONE PUBLIC CHARITY GENERAL FUNDS 400
    FREE MEDICAL CLINIC OF WINCHESTER
    301 N CAMERON ST SUITE 100
    WINCHESTER,VA22601
    NONE PUBLIC CHARITY GENERAL FUNDS 1,500
    KIDS ARE OUR CONCERN (CLEAN)
    123 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602
    NONE PUBLIC CHARITY GENERAL FUNDS 500
    UNITED WAY OF WINCHESTER
    FREDERICK & CLARKE COUNTIES
    PO BOX 460
    WINCHESTER,VA22604
    NONE PUBLIC CHARITY GENERAL FUNDS 800
    WILLIAM AND HENRY EVANS HOME INC
    330 EAST LEICESTER ST
    WINCHESTER,VA22601
    NONE PUBLIC CHARITY GENERAL FUNDS 400
    HEALTHY FAMILIES OF THE
    NORTHERN SHENANDOAH VALLEY
    P O BOX 146
    GORE,VA22637
    NONE PUBLIC CHARITY GENERAL FUNDS 900
    SALVATION ARMY OF WINCHESTER
    P O BOX 2745
    WINCHESTER,VA22604
    NONE PUBLIC CHARITY GENERAL FUNDS 900
    VIRGINIA UNITED METHODIST FAMILY
    SERVICES
    3900 WEST BROAD ST
    RICHMOND,VA23230
    NONE PUBLIC CHARITY ASSIST NEEDY FAMILIES 10,008
    THE LAUREL CENTER
    POST OFFICE BOX 14
    WINCHESTER,VA22604
    NONE EXEMPT GENERAL FUNDS 1,300
    BOYS AND GIRLS CLUB OF NORTHERN
    WINCHESTER
    121 YOUTH DEVELOPMENT COURT
    WINCHESTER,VA22602
    NONE EXEMPT COMMUNITY 1,000
    NATIONAL SOCIETY DAUGHTERS
    OF THE AMERICAN REVOLUTION
    OFFICE OF THE TREASURER GENERAL
    WASHINGTON,DC200065303
    NONE PUBLIC CHARITY GENERAL FUNDS 10,008
    GENERAL BOARD OF GLOBAL MINISTR
    ATTN XENON ANTONE
    NEW YORK,NY10115
    NONE PUBLIC CHARITY GENERAL FUNDS 10,008
    TIMBER RIDGE SCHOOL
    PO BOX 3160
    WINCHESTER,VA22604
    NONE EXEMPT EDUCATIONAL 500
    Total .................................bullet 3a 76,748
    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 1,188  
    4 Dividends and interest from securities....     14 45,796  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 19,875  
    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)..   66,859  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1366,859
    (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 OtherIncreasesSchedule
    Name:
    RIDGEWAY EM-CHARITTUW
    EIN: 54-6202908
    Description Amount