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. 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 10-01-2013 , and ending 09-30-2014
Name of foundation
JOHN AND DORA LANG CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

87-6115493
B Telephone number (see instructions)

(503) 464-3580
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$1,012,549J 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...... 25,924 25,924  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,375
b Gross sales price for all assets on line 6a 849,617
7 Capital gain net income (from Part IV, line 2)... 85,375
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........ 111,299 111,299  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,932 14,339   1,593
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)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,566 580   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 2     2
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,000 14,919 0 3,095
25 Contributions, gifts, grants paid........ 40,500 40,500
26 Total expenses and disbursements. Add lines 24 and 25 60,500 14,919 0 43,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,799
b Net investment income (if negative, enter -0-) 96,380
c Adjusted net income (if negative, enter -0-)... 0
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.......... 26,035 12,000 12,000
3 Accounts receivable bullet321
Less: allowance for doubtful accounts bullet     321 321
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)........ 771,626 Click to see attachment515,708 558,300
c Investments—corporate bonds (attach schedule)........ 125,521 Click to see attachment445,961 441,928
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 923,182 973,990 1,012,549
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......... 923,182 973,990
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).................... 923,182 973,990
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 923,182 973,990
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)............... 1 923,182
2 Enter amount from Part I, line 27a..................... 2 50,799
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 9
4 Add lines 1, 2, and 3.......................... 4 973,990
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. 6 973,990
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.)
1 a 110. AOL INC   2013-04-16 2013-11-14
b 21. ANADARKO PETROLEUM CORP   2010-12-15 2013-11-14
c 187.265 BLACKROCK EMERGING MKTS L S EQTY IS   2012-09-19 2013-11-14
d 21. CITIGROUP INC   2012-05-02 2013-11-14
e 23. CITIGROUP INC   2012-09-19 2013-11-14
55. CONAGRA FOODS INC   2013-02-19 2013-11-14
77. D R HORTON INC   2013-05-23 2013-11-14
49. DOVER CORP   2012-07-05 2013-11-14
29. GILEAD SCIENCES INC   2012-05-20 2013-11-14
3. GOOGLE INC CL A   2012-01-19 2013-11-14
279. ISHARES MSCI EMERGING MARKETS ETF   2013-07-24 2013-11-14
49. MACYS INC   2012-11-27 2013-11-14
115. MAXIM INTEGRATED PRODS INC   2012-08-02 2013-11-14
51. MONDELEZ INTERNATIONAL W I   2012-05-02 2013-11-14
9. MONDELEZ INTERNATIONAL W I   2012-05-24 2013-11-14
31. MOODYS CORP   2013-08-26 2013-11-14
217.864 NUVEEN HIGH INCOME BOND FD CL I   2009-06-29 2013-11-14
125.257 NUVEEN HIGH INCOME BOND FD CL I   2011-02-18 2013-11-14
586.583 NUVEEN REAL ESTATE SECS I   2010-02-18 2013-11-14
318.502 NUVEEN REAL ESTATE SECS I   2011-11-30 2013-11-14
42.628 NUVEEN MID CAP GRWTH OPP FD CL I   2012-01-04 2013-11-14
144.464 OPPENHEIMER DEVELOPING MARKETS Y   2013-08-26 2013-11-14
68. OWENS ILL INC   2013-08-26 2013-11-14
30. P N C FINANCIAL SERVICES GROUP INC   2013-07-24 2013-11-14
273.55 ROBECO BOSTON PARTNERS L S RSRCH   2013-07-24 2013-11-14
21. SCHLUMBERGER LTD ISIN #AN8068571086   2012-09-19 2013-11-14
103. TYSON FOODS INC CL A   2012-12-14 2013-11-14
210.703 AMER CENT DIVERSIFI BOND INS   2012-07-05 2014-01-03
74. CA INC   2013-03-05 2014-01-03
125. CISCO SYS INC   2013-08-26 2014-01-03
392.25 DRIEHAUS SELECT CREDIT FUND   2011-08-22 2014-01-03
243.926 EATON VANCE GLOBAL MACRO FD CL I   2013-01-24 2014-01-03
205.747 PARAMETRIC EMERGING MARKETS INSTL   2013-08-26 2014-01-03
127. GENERAL ELEC CO   2013-11-14 2014-01-03
368.038 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2011-08-12 2014-01-03
35.773 NEUBERGER BERMAN GENESIS INSTL FD   2012-01-19 2014-01-03
7.329 NEUBERGER BERMAN GENESIS INSTL FD   2013-03-13 2014-01-03
186.915 PIMCO TOTAL RETURN FUND INST   2011-03-16 2014-01-03
276.529 PIMCO TOTAL RETURN FUND INST   2012-03-14 2014-01-03
17. UNITED TECHNOLOGIES CORP   2012-10-23 2014-01-03
57. WELLS FARGO & CO NEW   2011-08-12 2014-01-03
40. AGILENT TECHNOLOGIES INC   2013-11-14 2014-02-21
1.8 AMER CENT DIVERSIFI BOND INS   2012-07-05 2014-02-21
2462.345 AMER CENT DIVERSIFI BOND INS   2013-01-04 2014-02-21
115.59 AMER CENT DIVERSIFI BOND INS   2013-01-25 2014-02-21
25. CIGNA CORP   2013-11-14 2014-02-21
48. CATERPILLAR INC   2013-11-14 2014-02-21
78. CITIGROUP INC   2012-09-19 2014-02-21
289.464 PARAMETRIC EMERGING MARKETS INSTL   2013-08-26 2014-02-21
130.293 FORWARD INTERNATIONAL REAL ESTATE   2012-06-22 2014-02-21
94. MONDELEZ INTERNATIONAL W I   2012-09-19 2014-02-21
112. SYMANTEC CORP   2013-01-25 2014-02-21
42. UNITED HEALTH GROUP INC   2012-09-19 2014-02-21
67. NIELSEN NV   2012-09-19 2014-02-21
226.244 INV BALANCE RISK COMM STR Y   2012-09-19 2014-03-25
52. IPATH DOW JONES UBS COMMODITY   2010-11-09 2014-03-25
188. IPATH GSCI TOTAL RETURN   2013-03-21 2014-03-25
961.303 CREDIT SUISSE COMM RET ST CO   2012-01-19 2014-03-25
2202.003 CREDIT SUISSE COMM RET ST CO   2012-03-27 2014-03-25
506.717 CREDIT SUISSE COMM RET ST CO   2013-04-24 2014-03-25
74.76 CREDIT SUISSE COMM RET ST CO   2014-01-03 2014-03-25
254.654 FORWARD INTERNATIONAL REAL ESTATE   2012-07-05 2014-03-25
69. SPDR DOW JONES INTERNATIONAL ETF   2011-06-27 2014-03-25
509.82 LAUDUS INTERNATIONAL MARKETMASTERS   2011-06-15 2014-03-25
485.128 LAUDUS INTERNATIONAL MARKETMASTERS   2012-01-04 2014-03-25
1254.001 LAUDUS INTERNATIONAL MARKETMASTERS   2011-09-27 2014-03-25
121. STAPLES INC   2013-07-24 2014-03-25
534.644 E I I INTL PPTY I   2012-09-19 2014-04-09
134.681 FORWARD INTERNATIONAL REAL ESTATE   2013-01-04 2014-04-09
293. SPDR DOW JONES INTERNATIONAL ETF   2013-02-19 2014-04-09
516.519 AMERICAN CENTY INTL BOND FD INSTL   2014-03-25 2014-04-17
1428.307 AMER CENT DIVERSIFI BOND INS   2013-02-19 2014-04-28
687.719 AMER CENT DIVERSIFI BOND INS   2013-11-14 2014-04-28
89. IPATH DOW JONES UBS COMMODITY   2012-01-19 2014-04-28
16. CHEVRON CORPORATION   2013-07-24 2014-04-28
491.278 CREDIT SUISSE COMM RET ST CO   2014-01-03 2014-04-28
115. MARATHON OIL CORPORATION   2012-09-19 2014-04-28
1774.161 NUVEEN GLOBAL INFRASTR FD CL I   2011-11-21 2014-04-28
903.73 PIMCO TOTAL RETURN FUND INST   2011-03-16 2014-04-28
68.3 PIMCO TOTAL RETURN FUND INST   2011-02-22 2014-04-28
166. SPDR BARCLAYS INTRNTNL TREASURY ETF   2011-11-21 2014-04-28
257.867 LAUDUS INTERNATIONAL MARKETMASTERS   2012-01-04 2014-04-28
115.075 LAUDUS INTERNATIONAL MARKETMASTERS   2012-01-19 2014-04-28
107.009 LAUDUS INTERNATIONAL MARKETMASTERS   2012-02-24 2014-04-28
269.634 LAUDUS INTERNATIONAL MARKETMASTERS   2012-03-27 2014-04-28
107.981 LAUDUS INTERNATIONAL MARKETMASTERS   2012-05-24 2014-04-28
195.256 TCW EMERGING MARKETS LOCAL CCY INC I   2013-03-21 2014-04-28
201.816 TCW EMERGING MARKETS LOCAL CCY INC I   2013-11-14 2014-04-28
10000. BARCLAYS 5YR PHIYX 5/07/14   2009-04-27 2014-05-07
760.455 INV BALANCE RISK COMM STR Y   2012-10-23 2014-05-08
121. ISHARES JPMORGAN USD EMERG ETF   2012-01-04 2014-05-08
3901.336 NUVEEN HIGH INCOME BOND FD CL I   2012-06-22 2014-05-08
319.598 NUVEEN HIGH INCOME BOND FD CL I   2014-01-03 2014-05-08
3225.857 NUVEEN GLOBAL INFRASTR FD CL I   2012-03-27 2014-05-08
581.122 NUVEEN GLOBAL INFRASTR FD CL I   2014-01-03 2014-05-08
344.566 LAUDUS INTERNATIONAL MARKETMASTERS   2012-05-24 2014-05-08
52. BORG WARNER INC   2013-03-21 2014-05-12
38. KOHLS CORP   2013-07-24 2014-05-12
125. NAVIENT CORP W D   2011-03-27 2014-05-12
28. STRYKER CORP   2013-11-14 2014-05-12
5. APPLE COMPUTER INC   2012-10-18 2014-05-27
230. BANK OF AMERICA CORP   2013-07-24 2014-05-27
623.474 BLACKROCK EMERGING MKTS L S EQTY IS   2013-07-24 2014-05-27
378.243 BLACKROCK EMERGING MKTS L S EQTY IS   2013-04-16 2014-05-27
642.766 PARAMETRIC EMERGING MARKETS INSTL   2013-08-26 2014-05-27
2070.713 PIMCO TOTAL RETURN FUND INST   2012-07-05 2014-05-27
2.681 PIMCO TOTAL RETURN FUND INST   2012-03-14 2014-05-27
2566.306 PIMCO TOTAL RETURN FUND INST   2012-09-19 2014-05-27
15. BOEING CO   2010-12-15 2014-06-02
39.401 NUVEEN MID CAP GRWTH OPP FD CL I   2012-01-04 2014-06-02
341.932 OPPENHEIMER DEVELOPING MARKETS I   2013-08-26 2014-06-02
2534.969 PIMCO TOTAL RETURN FUND INST   2012-12-13 2014-06-02
8. PRUDENTIAL FINL INC   2011-08-12 2014-06-02
76.251 T ROWE PRICE MID CAP GROWTH FD #64   2013-07-24 2014-06-02
. CITIGROUP INC     2014-07-28
18. LIBERTY MEDIA CORP DELAWARE   2012-11-06 2014-07-29
70. MICROSOFT CORP COM   2013-07-24 2014-07-29
.5555 VERITIV CORP   2013-03-05 2014-07-29
.3048 VERITIV CORP   2013-03-05 2014-08-07
20. CARLISLE COS INC   2014-06-02 2014-08-14
4. GOOGLE INC CL A   2012-10-12 2014-08-14
4. GOOGLE INC CL C   2012-10-12 2014-08-14
36. LIBERTY MEDIA CORP C   2012-11-06 2014-08-14
59. LINCOLN NATL CORP IND   2013-08-26 2014-08-14
39. EATON CORP PLC   2012-12-14 2014-08-14
1606.726 GOLDMAN SACHS COMM STRAT INS   2014-03-25 2014-09-16
421.827 GOLDMAN SACHS COMM STRAT INS   2014-04-28 2014-09-16
160.642 HIGHLAND LONG SHORT EQUITY Z   2011-10-31 2014-09-16
3324.475 T ROWE PRICE INTL BOND FUND   2014-06-02 2014-09-16
1025.478 T ROWE PRICE INTL GR&INC FD   2014-03-25 2014-09-16
557.767 SCOUT INTERNATIONAL FUND   2014-06-02 2014-09-16
1500.644 SCOUT INTERNATIONAL FUND   2012-05-31 2014-09-16
152.788 LS OPPORTUNITY   2014-05-27 2014-09-16
. CIT GROUP INC     2014-09-18
. CITIGROUP INC   2012-05-02 2014-09-30
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 5,103   4,100 1,003
b 1,901   1,443 458
c 1,996   1,994 2
d 1,046   692 354
e 1,145   789 356
1,813   1,841 -28
1,492   2,023 -531
4,561   2,667 1,894
1,996   754 1,242
3,110   1,910 1,200
11,437   12,011 -574
2,476   2,008 468
3,361   3,125 236
1,721   1,319 402
304   226 78
2,282   2,026 256
2,002   1,553 449
1,151   1,155 -4
12,629   8,330 4,299
6,857   5,842 1,015
2,437   1,767 670
5,339   4,923 416
2,267   2,081 186
2,211   2,322 -111
3,841   3,671 170
1,955   1,576 379
2,921   2,046 875
2,225   2,358 -133
2,451   1,843 608
2,738   2,999 -261
3,993   3,996 -3
2,300   2,406 -106
3,010   2,893 117
3,490   3,443 47
3,699   3,607 92
2,196   1,725 471
450   391 59
2,000   2,037 -37
2,959   3,053 -94
1,917   1,244 673
2,584   1,400 1,184
2,267   2,031 236
19   20 -1
26,273   27,648 -1,375
1,233   1,281 -48
1,936   2,067 -131
4,675   4,035 640
3,774   2,677 1,097
4,200   4,070 130
2,003   2,056 -53
3,234   2,422 812
2,279   2,474 -195
3,106   2,296 810
3,108   2,012 1,096
2,014   2,541 -527
2,034   2,467 -433
6,215   6,341 -126
7,335   7,921 -586
16,801   18,477 -1,676
3,866   3,816 50
570   537 33
3,789   4,016 -227
2,790   2,692 98
12,134   9,926 2,208
11,546   8,170 3,376
29,845   23,921 5,924
1,392   1,970 -578
10,329   8,291 2,038
2,057   2,305 -248
12,268   11,649 619
7,366   7,309 57
15,326   15,784 -458
7,379   7,365 14
3,597   3,886 -289
1,998   2,019 -21
3,861   3,527 334
4,145   3,475 670
19,711   16,588 3,123
9,778   9,829 -51
739   748 -9
9,895   9,518 377
6,186   4,342 1,844
2,761   2,000 761
2,567   2,000 567
6,469   5,061 1,408
2,590   1,814 776
1,904   2,116 -212
1,968   1,993 -25
17,325   12,939 4,386
6,829   8,379 -1,550
13,762   13,188 574
36,009   33,152 2,857
2,950   2,889 61
36,291   28,152 8,139
6,538   5,968 570
8,345   5,799 2,546
3,162   2,009 1,153
2,111   2,032 79
2,032   1,320 712
2,268   2,077 191
3,118   3,212 -94
3,475   3,401 74
6,160   6,721 -561
3,737   4,006 -269
10,098   9,038 1,060
22,674   23,056 -382
29   30 -1
28,101   29,580 -1,479
2,025   967 1,058
2,005   1,633 372
13,209   11,662 1,547
27,707   29,230 -1,523
659   417 242
5,700   5,216 484
19     19
870   605 265
3,064   2,241 823
21     21
12     12
1,628   1,692 -64
2,332   1,444 888
2,294   1,440 854
1,716   1,166 550
3,057   2,621 436
2,669   1,985 684
8,676   9,207 -531
2,278   2,468 -190
2,008   1,765 243
31,649   32,545 -896
16,346   15,874 472
20,626   20,885 -259
55,494   43,205 12,289
2,009   1,934 75
13     13
13     13
      9,806
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       1,003
b       458
c       2
d       354
e       356
      -28
      -531
      1,894
      1,242
      1,200
      -574
      468
      236
      402
      78
      256
      449
      -4
      4,299
      1,015
      670
      416
      186
      -111
      170
      379
      875
      -133
      608
      -261
      -3
      -106
      117
      47
      92
      471
      59
      -37
      -94
      673
      1,184
      236
      -1
      -1,375
      -48
      -131
      640
      1,097
      130
      -53
      812
      -195
      810
      1,096
      -527
      -433
      -126
      -586
      -1,676
      50
      33
      -227
      98
      2,208
      3,376
      5,924
      -578
      2,038
      -248
      619
      57
      -458
      14
      -289
      -21
      334
      670
      3,123
      -51
      -9
      377
      1,844
      761
      567
      1,408
      776
      -212
      -25
      4,386
      -1,550
      574
      2,857
      61
      8,139
      570
      2,546
      1,153
      79
      712
      191
      -94
      74
      -561
      -269
      1,060
      -382
      -1
      -1,479
      1,058
      372
      1,547
      -1,523
      242
      484
      19
      265
      823
      21
      12
      -64
      888
      854
      550
      436
      684
      -531
      -190
      243
      -896
      472
      -259
      12,289
      75
      13
      13
       
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 85,375
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 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 45,558 987,473 0.046136
2011 52,855 951,445 0.055552
2010 48,579 989,389 0.0491
2009 56,670 904,965 0.062621
2008 38,529 820,854 0.046938
2 Total of line 1, column (d) ...................... 2 0.260347
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 0.052069
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,009,279
5 Multiply line 4 by line 3....................... 5 52,552
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 964
7 Add lines 5 and 6......................... 7 53,516
8 Enter qualifying distributions from Part XII, line 4.............. 8 43,595
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 1,928
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,928
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,928
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,300
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 1,300
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 9 628
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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
 
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)
    bulletUT
    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 addressbullet  
    14
    The books are in care ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
     
     
    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
     
     
    .........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 (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
    US BANK TRUSTEE
    1     		17,432    
    PO BOX 3168
    PORTLAND,OR97208
    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 (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
    50,464
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,928
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,928
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,536
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,536
    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
    48,536
    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 48,536
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 1,562
    c From 2010....... 724
    d From 2011....... 6,505
    e From 2012....... 0
    fTotal of lines 3a through e......... 8,791
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 43,595
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 43,595
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 4,941 4,941
    (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 3,850
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		3,850
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 3,850
    d Excess from 2012.... 0
    e Excess from 2013.... 0
    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 or e-mail address of the person to whom applications should be addressed:
    RANDALL GRUNINGER US BANK
    170 S MAIN STREET
    SALT LAKE CITY,UT84101
    (801) 534-6045
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE
    cAny submission deadlines:
    CONTACT ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    UNDERPRIVILEDGED CHILDREN, PREFERENCE FOR UTAH ORGANIZATIONS
    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
    ASSITANCE LEAGUE OF SALT LAKE CITY
    2060 EAST 3300 SOUTH
    SALT LAKE CITY,UT84109     		NONE PUBLIC GENERAL SUPPORT 1,500
    CHILDREN SERVICE
    SOCIETY OF UTAH
    124 SOUTH 400 EAST ST 400
    SALT LAKE CITY,UT84111     		NONE PUBLIC SPECIAL NEEDS ADOPTION 2,000
    CROSSROADS URBAN CENTER
    ATTN GLENN L BAILEY
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE PUBLIC CHILDREN SERVICES 2,000
    GUADALUPE SCHOOLS
    ATTN VICTORIA M MORI
    340 GOSHEN STREET
    SALT LAKE CITY,UT84104     		NONE PUBLIC EARLY LEARNING CENTER 1,000
    KOSTOPULOS DREAM
    FOUNDATION
    2500 EMIGRATION CANYON
    SALT LAKE CITY,UT84108     		NONE PUBLIC SUMMER CAMP SCHOLARSHIPS 2,000
    NATIONAL ABILITY CENTER
    PO BOX 682799
    PARK CITY,UT84068     		NONE PUBLIC GENERAL SUPPORT 1,000
    ODYSSEY HOUSE
    ATTN ADAM COHEN
    344 EAST 100 SOUTH 301
    SALT LAKE CITY,UT84111     		NONE PUBLIC GENERAL SUPPORT 2,000
    PRIMARY CHILDRENS MEDICAL CENTER
    CHARITABLE FUNDING
    100 N MEDICAL DRIVE
    SALT LAKE CITY,UT84158     		NONE PUBLIC GENERAL SUPPORT 2,000
    SALT LAKE DONATED DENTAL SERVICES
    1383 S 900 W 128
    SALT LAKE CITY,UT84104     		NONE PUBLIC GENERAL SUPPORT 2,000
    SOUTH VALLEY SANCTUARY
    ATTN HEATHER MASTERTON
    PO BOX 1028
    SALT LAKE CITY,UT84084     		NONE PUBLIC GENERAL SUPPORT 2,000
    THE CHILDREN'S CENTER
    1855 EAST MEDICAL DRIVE
    SALT LAKE CITY,UT84112     		NONE PUBLIC GENERAL SUPPORT 2,000
    THE ROAD HOME
    210 S RIO GRANDE STREET
    SLAT LAKE CITY,UT84101     		NONE PUBLIC CHILDREN'S SERVICES PROGRAM 2,500
    UTAH YOUTH VILLAGE
    5800 S HIGHLAND DRIVE
    SALT LAKE CITY,UT84121     		NONE PUBLIC FAMILIES FIRST PROGRAM 2,500
    UTAH FOOD BANK
    ATTN LINDA MOORE
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119     		NONE PUBLIC GENERAL SUPPORT 2,000
    VOLUNTEERS OF AMERICA
    HOMELESS YOUTH RESOURCE CENTER
    511 WEST 200 SOUTH 160
    SALT LAKE CITY,UT84101     		NONE PUBLIC CHILDREN'S SERVICES 2,500
    YWCA OF SALT LAKE CITY
    322 EAST 300 SOUTH
    SALT LAKE CITY,UT84111     		NONE PUBLIC CHILDREN'S ADVOCACY & 2,000
    BIG BROTHERS BIG SISTERS
    OF UTAH
    151 EAST 5600 SOUTH
    SALT LAKE CITY,UT84107     		NONE PUBLIC TWO MATCHES FOR ONE YEAR 2,000
    BOYS & GIRLS CLUBS OF
    GREATER SALT LAKE
    675 EAST 2100 SOUTH
    SALT LAKE CITY,UT84106     		NONE PUBLIC PROGRAM OPERATION 2,000
    NEIGHBORHOOD HOUSE
    ATTN JANETTE SCHIMPF
    1050 WEST 500 SOUTH
    SALT LAKE CITY,UT84104     		NONE PUBLIC CHILDREN'S DAY CARE CENTER 2,000
    DISCOVERY GATEWAY
    444 WEST 100 SOUTH
    SALT LAKE CITY,UT84101     		NONE PUBLIC GENERAL SUPPORT 1,000
    GIRL SCOUTS OF UTAH
    445 EAST 4500 SOUTH STE 125
    SALT LAKE CITY,UT84107     		NONE PUBLIC GENERAL SUPPORT 1,500
    BALLET WEST
    304 TROLLEY SQUARE
    SALT LAKE CITY,UT84102     		NONE PUBLIC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 40,500
    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....     14 25,924  
    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 85,375  
    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)..   111,299  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13111,299
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN HIGH INCOME BOND FD 29,179 28,954
    BARCLAYS BK PLC 5/7/14    
    AMER CENT DIVERSIFI BOND INS    
    ISHARES JP MORGAN EM BOND    
    SPDR BARCLAYS INTL TREAS BD FD    
    BMO 2Y EEM TW 20,000 19,048
    BAIRD AGG BOND FUND INS SHRS 30,212 30,304
    CAMBIAR INTL EQUITY FUND INS 20,975 20,448
    CAUSEWAY EMERGING MARKETS INST 52,673 54,116
    FEDERATED INST HI YLD BD FD 89,542 86,979
    FIDELITY INVT TRAD INTL DISCI 57,960 56,747
    GOLDMAN SACHS COMM STRAT INS 26,793 24,027
    GOLDMAN SACHS M C VALUE CL INS 17,504 21,995
    LS OPPORTUNITY 11,111 11,379
    NUVEEN INTERMEDIATE GOVT BD FD 30,254 30,198
    T ROWE PRICE INTL GR&INC FD 59,758 57,733

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP 2,031 2,809
    BANK OF AMERICA CORP    
    CITIGROUP 3,477 3,783
    EXXON MOBIL 2,554 3,198
    MICROSOFT CORP 4,306 5,424
    PFIZER INC 3,551 5,944
    UNITED TECHNOLOGIES CORP 1,936 2,640
    WELLS FARGO & CO 1,964 4,150
    ACE LIMITED 2,017 2,831
    SCHLUMBERGER LTD 2,503 3,457
    NUVEEN MID CAP GRWTH OPP 15,053 16,879
    NUVEEN REAL ESTATE SECS 52,593 56,170
    IPATH GSCI TOTAL RETURN    
    ISHARES MSCI EMERGING MKTS    
    NEUBERGER BERMAN GENESIS 17,930 17,354
    PIMCO TOTAL RETURN 19,012 18,899
    SCOUT INTERNATIONAL    
    ALLERGAN INC 2,126 3,029
    ANADARKO PETROLEUM 3,191 4,159
    APPLE INC 7,598 8,564
    EATON CORP    
    FOOT LOCKER 2,088 3,506
    MCKESSON CORPORATION 2,125 2,336
    OCCIDENTAL PETROLEUM 2,717 2,692
    NUVEEN GLOBL INFRAS    
    GOLDMAN SACHS    
    IPATH DOW JONES UBS COMMODITY    
    DOVER CORP    
    JARDEN CORP 2,140 3,847
    MACYS INC 1,521 2,327
    MASTERCARD 1,205 3,696
    POLARIS INDS 2,792 3,895
    PRUDENTIAL FINANCIAL 3,504 4,485
    SLM CORP 1,747 2,054
    UNITED HEALTH GROUP INC    
    ABERDEEN FDS EMRGN MKT 53,870 51,516
    CREDIT SUISSE COMM    
    DRIEHAUS ACTIVE INCOME 12,715 12,205
    DRIEHAUS SELECT CREDIT FUND 10,822 10,492
    LAUDUS INTL MARKETMASTERS    
    LOOMIS SAYLES STRAT 10,784 10,823
    SPDR DJ WILSHIRE INTL    
    TFS MARKET NEUTRAL FUND 7,265 7,336
    CVS CAREMARK CORP 1,985 2,149
    DOW CHEM CO 1,960 3,618
    FIFITH THIRD BANCORP 2,013 1,922
    GILEAD SCIENCES INC 1,375 5,642
    GOOGLE INC CL A    
    MARATHON OIL CORPORATION    
    MAXIM INTEGRATED PROD INC    
    P N C FINANCIAL SERVICES GR    
    STAPLES INC    
    NIELSEN HOLDINGS NV    
    BLACKROCK EMERGING MKTS    
    E I I INTL PPTY I    
    EATON VANCE GLOBAL MACRO FD CL 8,762 8,566
    FORWARD INTERNATIONAL R/E    
    INV BALANCE RISK COMM STR Y    
    NUVEEN INFLATION PRO SEC CL 31,884 29,921
    TCW EMERGING MKTS INC FD 66,304 64,430
    TCW EMERGING MKTS LOCAL    
    AOL INC    
    BEST BUY CO INC 1,975 2,788
    BORG WARNER INC    
    CA INC 2,072 1,956
    CATERPILLAR INC    
    CHEVRON CORP    
    CISCO SYS INC    
    CONAGRA FOODS INC    
    D R HORTON INC    
    EMERSON ELEC CO 2,051 2,065
    ILLINOIS TOOL WORKSINC 2,644 3,124
    INTERNATIONAL PAPER CO 2,043 2,148
    KOHLS CORP    
    LIBERTY MEDIA CORP DELAWARE    
    LINCOLN NATL CORP IND    
    LOWES CO INC 2,763 3,757
    MONDELEZ INTERNATIONAL    
    MONSANTO CO 2,011 2,363
    MOODYS CORP    
    MORGAN STANLEY 2,385 3,630
    NRG ENERGY INC 2,061 2,682
    OWENS III INC    
    PITNEY BOWES INC 2,004 2,899
    SYMANTEC CORP    
    TYSON FOODS INC    
    ROYAL CARIBBEAN CRUISES LTD 2,021 3,768
    HIGHLAND LONG SHORT EQ FD 23,313 24,214
    MORGAN DEMPSEY SM MICRO CAP V 9,824 10,443
    NEUBERGER BERMAN LONG SH 6,748 7,128
    OPPENHEIMER DEVELOPING MKTS    
    PARAMETRIC EMERGING MKTS INC    
    ROBECO BOSTON PARTNERS L S RES 12,257 13,169
    T ROWE PRICE MID CAP GRWTH FD 17,714 18,703
    ABBVIE INC 2,813 2,772
    AUTODESK INC 1,996 2,535
    BOEING CO 1,611 3,185
    CENTURYLINK INC 2,195 2,413
    E O G RES INC 2,138 2,575
    E TRADE FINANCIAL CORP 1,606 1,717
    ELECTRONIC ARTS INC 1,968 2,564
    HALLIBURTON CO 1,993 2,064
    HARLEY DAVIDSON INC 2,030 1,804
    HEWLETT PACKARD CO 1,897 2,696
    KROGER CO 2,069 2,288
    MEDTRONIC INC 2,043 2,168
    MOHAWK INDS INC 2,130 2,022
    MYLAN INC 2,081 1,865
    P P G INDS INC 2,031 2,164
    ROCKWELL AUTOMATION INC 2,046 1,978
    SEMPRA ENERGY 2,023 2,213
    SOUTHWEST AIRLINES CO 2,044 2,904
    VERIZON COMMUNICATIONS INC 3,722 3,749
    WESTERN DIGITAL CORP 2,087 2,336
    XEROX CORP 2,007 2,408
    XILINX INC 1,573 1,609
    INVESCO LTD 2,208 2,408
    SIGNET JEWELERS LTD 2,091 2,278

    TY 2013 OtherExpensesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEE 2 0   2


    TY 2013 OtherIncreasesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Description Amount
    ROUNDING ADJ 9


    TY 2013 TaxesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 686 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,300 0   0
    FOREIGN TAXES ON QUALIFIED FOR 476 476   0
    FOREIGN TAXES ON NONQUALIFIED 104 104   0