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 06-01-2013 , and ending 05-31-2014
Name of foundation
MILLSTONE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)7733 FORSYTH BLVD NO 1525   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63105
A Employer identification number

43-6027373
B Telephone number (see instructions)

(314) 450-7803
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,246,813J 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 41,064 41,064  
4 Dividends and interest from securities...... 98,389 98,389  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,122,685
b Gross sales price for all assets on line 6a 3,839,307
7 Capital gain net income (from Part IV, line 2)... 1,122,685
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,791 1,791  
12 Total. Add lines 1 through 11........ 1,263,929 1,263,929  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,698 8,349   8,349
14 Other employee salaries and wages...... 22,071 11,036   11,035
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,794 3,897   3,897
b Accounting fees (attach schedule)....... Click to see attachment 14,665 7,333   7,332
c Other professional fees (attach schedule).... Click to see attachment 2,852 1,426   1,426
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 19,077 9,539   9,538
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 11,138 5,569   5,569
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 84,902 56,812   28,090
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,197 103,961   75,236
25 Contributions, gifts, grants paid........ 517,646 517,646
26 Total expenses and disbursements. Add lines 24 and 25 696,843 103,961   592,882
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 567,086
b Net investment income (if negative, enter -0-) 1,159,968
c Adjusted net income (if negative, enter -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............... 72,355 42,530 42,530
2 Savings and temporary cash investments.......... 248,509 94,862 94,862
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet12,247
Less: allowance for doubtful accounts bullet0 102,083 12,247 12,247
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,804,266 Click to see attachment5,308,012 6,866,292
c Investments—corporate bonds (attach schedule)........ 835,202 Click to see attachment483,125 532,316
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment689,298 689,298
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,268 Click to see attachment9,268 Click to see attachment9,268
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,071,683 6,639,342 8,246,813
Liabilities 17 Accounts payable and accrued expenses..........   1,000
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment752 Click to see attachment325
23 Total liabilities (add lines 17 through 22).......... 752 1,325
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,070,931 6,638,017
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,070,931 6,638,017
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,071,683 6,639,342
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 6,070,931
2 Enter amount from Part I, line 27a..................... 2 567,086
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,638,017
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 6,638,017
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 GEN ELEC CAP CORP P 2008-09-12 2013-09-20
b WYETH P 2008-09-12 2013-12-16
c ABBOTT LABORATORIES P 2011-10-26 2013-06-17
d ALLERGAIN P 2010-05-25 2013-06-17
e BEST BUY P 2010-05-25 2013-06-17
BIOGEN IDEC INC P 2010-05-25 2013-06-17
CATERPILLAR INC P 2011-10-26 2013-06-17
CARNIVAL CP NEW PAIRED COM P 2010-05-25 2013-06-17
CLIFFS NATURAL RESOURCES INC P 2011-10-26 2013-06-17
CUMMINS INC P 2011-10-26 2013-06-17
ENERGIZER HLDGS INC P 2010-05-25 2013-06-17
FACTSET RESEARCH SYSTEMS INC P 2010-05-25 2013-06-17
CORNING INC P 2011-01-28 2013-06-17
GOLDMAN SACHS GRP INC P 2011-10-26 2013-06-17
HERBALIFE P 2010-08-23 2013-06-17
INGERSOLL-RAND PLC SHS P 2010-05-25 2013-06-17
ISHARES RUSSELL 2000 VALUE FD P 2006-08-31 2013-06-20
ISHARES RUSSELL 2000 GROWTH FD P 2006-08-31 2013-06-20
LEGG MASON INC P 2010-11-05 2013-06-17
MCDONALDS CORP P 2011-10-26 2013-06-17
MONSTER BEVERAGE CORP COM P 2010-08-09 2013-06-17
MURPHY OIL CORP P 2010-07-23 2013-06-17
NVIDIA CORPORATION P 2011-03-01 2013-06-17
ONEOK INC NEW P 2011-11-09 2013-06-17
PHILIP MORRIS INTL INC P 2011-10-26 2013-06-17
TRIMBLE NAV LTD P 2010-05-25 2013-06-17
UNITEDHEALTH GP INC P 2010-05-25 2013-06-17
ULTRA PETROLEUM CORP P 2010-07-23 2013-06-17
VARIAN MEDICAL SYS INC P 2010-05-25 2013-06-17
V F CORPORATION P 2011-10-26 2013-06-17
VANGUARD SH TM INVT GR INV P 2011-09-01 2013-06-20
CA INCORPORATED P 2013-09-16 2014-04-28
CENTURYLINK INC P 2013-08-27 2013-11-08
EATON CORP PLC SHS P 2013-06-24 2014-02-11
LOWES COMPANIES P 2013-06-24 2014-03-12
MOLEX INCORPORATED P 2013-06-24 2013-09-16
WADDELL&REED FINCL INC CL A P 2013-06-24 2014-05-29
ABBVIE INC COM P 2011-10-26 2013-06-24
ALLSTATE CORP P 2012-05-07 2014-05-01
BRISTOL MYERS SQUIBB CO P 2012-05-07 2014-05-01
CENTURYLINK INC P 2012-06-06 2013-11-08
EMERSON ELECTRIC CO P 2012-08-16 2014-05-01
EATON CORP PLC SHS P 2012-12-03 2014-02-11
HASBRO INC P 2012-08-16 2014-05-29
LOWES COMPANIES INC P 2012-06-06 2014-01-24
MOLEX INCORPORATED P 2012-06-11 2013-09-16
MICROSOFT CORP P 2012-06-06 2014-05-01
MAXIM INTEGRATED PRODUCTS INC P 2012-05-07 2013-09-16
PFIZER INC P 2011-10-26 2013-06-24
PRINCIPAL FINL GROUP INC P 2009-12-18 2013-06-24
AT&T INC P 2011-10-26 2013-06-24
VERIZON COMMUNICATIONS P 2012-06-06 2014-05-01
WADDELL&REED FINCL INC CL A P 2012-06-06 2014-05-29
EXXON MOBIL CORP P 2011-10-26 2013-06-24
ENDO PHARMACEUTICALS HLDS INC P 2013-06-03 2013-12-23
APPLE INC P 2012-08-16 2013-07-02
AMGEN INC P 2013-03-14 2013-12-23
FRANKLIN RESOURCES P 2013-06-24 2013-10-10
CITRIX SYSTEMS INC P 2013-08-01 2013-12-23
ELECTRONIC ARTS INC P 2013-09-17 2014-05-27
ENDO INTL PLC P 2013-06-03 2014-05-27
EATON CORP PLC SHS P 2013-06-24 2014-02-11
GANNETT COMPANY INC DE P 2013-07-02 2013-12-23
HAIN CELESTIAL GROUP INC P 2014-03-05 2014-05-27
LINCOLN NTL CORP INC P 2013-07-11 2013-12-23
UNITED PARCEL SERVICE INC CL-B P 2013-12-16 2014-05-27
URBAN OUTFITTERS P 2012-10-11 2013-09-11
WILLIAMS SONOMA P 2013-06-24 2013-10-18
XL GROUP PLC NEW P 2013-06-04 2013-12-23
FOREST LABORATORIES P 2012-08-16 2014-05-27
APPLE INC P 2012-01-26 2013-07-02
AMERICAN EAGLE OUTFITTERS NEW P 2012-12-05 2013-12-23
ALLSTATE CORP P 2012-05-08 2013-12-23
AMGEN INC P 2013-03-14 2014-05-27
FRANKLIN RESOURCES INC P 2012-01-23 2013-10-10
CBS CORP NEW CL B SHRS P 2011-05-26 2013-12-23
CITRIX SYSTEMS INC P 2010-05-25 2013-12-23
CHEVRON CORP P 2011-10-26 2014-01-21
DANAHER CORPORATION P 2008-09-10 2014-05-27
EBAY INC P 2010-05-25 2013-07-18
EMC CORP MASS P 2007-12-18 2013-11-04
EXPRESS SCRIPTS HLDG CO COM P 2012-04-04 2014-05-27
EATON CORP PLC SHS P 2012-12-03 2014-02-11
GILEAD SCIENCE P 2011-05-16 2014-03-24
GOOGLE INC-CL A P 2009-03-25 2013-11-04
INTEL CORP P 2011-10-20 2013-11-04
JABIL CIRCUIT INC P 2011-10-20 2013-11-22
JACOBS ENGINEERING GROUP INC P 2012-01-24 2013-11-20
LOWES COMPANIES INC P 2012-06-25 2014-01-22
MASTERCARD INC CL A P 2010-05-25 2014-02-24
ORACLE CORP P 2007-05-14 2013-11-04
PROCTER & GAMBLE P 2012-11-09 2014-05-27
POST HOLDINGS INC P 2007-12-18 2014-05-27
QUANTA SERVICES INC P 2012-12-05 2013-12-23
QUALCOMM INC P 2010-07-26 2013-11-04
SCHLUMBERGER LTD P 2011-01-24 2013-11-04
SUNTRUST BKS P 2012-05-03 2013-11-04
WILLIAMS SONOMA P 2012-09-04 2013-10-18
JP MORGAN CHASE P 2010-03-24 2013-10-30
WELLS FARGO CO P 2010-03-23 2013-10-30
(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 25,000   25,000 0
b 25,163   25,007 156
c 18,515   12,785 5,730
d 61,070   25,817 35,253
e 13,640   19,601 -5,961
147,322   33,319 114,003
29,396   32,095 -2,699
20,322   20,933 -611
6,992   25,160 -18,168
32,011   26,263 5,748
51,152   28,351 22,801
51,273   33,071 18,202
13,600   19,611 -6,011
24,640   15,327 9,313
37,253   21,265 15,988
51,198   30,663 20,535
99,503   87,301 12,202
199,563   131,134 68,429
41,666   40,428 1,238
24,794   23,100 1,694
75,535   28,478 47,057
38,108   36,656 1,452
19,159   29,618 -10,459
44,102   37,880 6,222
55,360   41,832 13,528
50,390   26,016 24,374
64,790   25,869 38,921
19,401   38,112 -18,711
21,041   14,426 6,615
37,628   27,312 10,316
30,461   30,885 -424
32,417   32,611 -194
9,399   10,355 -956
20,134   18,008 2,126
22,029   17,641 4,388
23,154   17,351 5,803
3,039   2,111 928
3,349   2,218 1,131
2,847   1,731 1,116
2,463   1,699 764
5,393   6,688 -1,295
3,395   2,604 791
12,150   8,930 3,220
41,051   35,964 5,087
13,170   7,510 5,660
13,506   8,607 4,899
2,005   1,472 533
58,639   40,117 18,522
21,640   14,684 6,956
10,091   6,608 3,483
20,581   17,238 3,343
1,164   1,050 114
15,496   7,241 8,255
15,091   13,620 1,471
6,650   3,677 2,973
6,313   9,488 -3,175
5,639   4,588 1,051
30,613   27,045 3,568
26,112   36,742 -10,630
10,565   9,442 1,123
61,849   31,255 30,594
55,718   47,966 7,752
2,848   2,562 286
4,571   4,575 -4
5,154   4,050 1,104
5,155   5,104 51
67,271   66,640 631
31,766   32,138 -372
3,123   3,153 -30
130,924   47,014 83,910
70,769   71,486 -717
2,170   3,206 -1,036
40,276   29,129 11,147
5,745   4,588 1,157
61,227   41,149 20,078
12,133   5,456 6,677
58,367   47,124 11,243
71,727   62,270 9,457
45,487   27,073 18,414
82,914   33,462 49,452
34,604   26,736 7,868
3,520   2,878 642
48,662   35,720 12,942
211,848   65,341 146,507
30,741   10,140 20,601
78,715   73,491 5,224
104,885   86,143 18,742
88,891   71,294 17,597
75,857   44,809 31,048
111,915   38,475 73,440
18,429   10,412 8,017
12,078   10,070 2,008
4,941   1,823 3,118
3,086   2,577 509
40,335   25,499 14,836
13,977   12,609 1,368
10,084   7,325 2,759
52,943   41,082 11,861
103,481   100,131 3,350
102,978   100,312 2,666
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       0
b       156
c       5,730
d       35,253
e       -5,961
      114,003
      -2,699
      -611
      -18,168
      5,748
      22,801
      18,202
      -6,011
      9,313
      15,988
      20,535
      12,202
      68,429
      1,238
      1,694
      47,057
      1,452
      -10,459
      6,222
      13,528
      24,374
      38,921
      -18,711
      6,615
      10,316
      -424
      -194
      -956
      2,126
      4,388
      5,803
      928
      1,131
      1,116
      764
      -1,295
      791
      3,220
      5,087
      5,660
      4,899
      533
      18,522
      6,956
      3,483
      3,343
      114
      8,255
      1,471
      2,973
      -3,175
      1,051
      3,568
      -10,630
      1,123
      30,594
      7,752
      286
      -4
      1,104
      51
      631
      -372
      -30
      83,910
      -717
      -1,036
      11,147
      1,157
      20,078
      6,677
      11,243
      9,457
      18,414
      49,452
      7,868
      642
      12,942
      146,507
      20,601
      5,224
      18,742
      17,597
      31,048
      73,440
      8,017
      2,008
      3,118
      509
      14,836
      1,368
      2,759
      11,861
      3,350
      2,666
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 1,122,685
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 514,049 7,203,297 0.071363
2011 366,477 7,061,366 0.051899
2010 240,966 6,940,212 0.034720
2009 375,721 6,208,656 0.060516
2008 453,923 6,099,747 0.074417
2 Total of line 1, column (d) ...................... 2 0.292915
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 0.058583
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,495,007
5 Multiply line 4 by line 3....................... 5 439,080
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,600
7 Add lines 5 and 6......................... 7 450,680
8 Enter qualifying distributions from Part XII, line 4.............. 8 592,882
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 11,600
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 11,600
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 11,600
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,550
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 16,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,550
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 31
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 6,919
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,919 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT D MILLSTONE Telephone no.bullet (314) 450-7803
    Located atbullet7733 FORSYTH BLVD SUITE 1525ST LOUISMO ZIP+4bullet63105
    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
     
     
    .........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
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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
    ROBERT D MILLSTONE PRESIDENT & DIRECTOR
    0.00     		0 0 0
    7733 FORSYTH BLVD SUITE 1525
    ST LOUIS,MO63105
    COLLEEN MILLSTONE DIRECTOR
    1.00     		16,698 0 0
    7733 FORSYTH BLVD SUITE 1525
    ST LOUIS,MO63105
    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.........................bullet0
    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
    374,750
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    11,600
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,600
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    363,150
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    363,150
    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
    363,150
    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 7 363,150
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 163,132
    b From 2009....... 113,168
    c From 2010.......  
    d From 2011....... 14,798
    e From 2012....... 157,253
    fTotal of lines 3a through e......... 448,351
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 592,882
    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..... 363,150
    e Remaining amount distributed out of corpus 229,732
    5 Excess distributions carryover applied to 2013. 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 5 678,083
    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) ...     		163,132
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		514,951
    10 Analysis of line 9:
    a Excess from 2009.... 113,168
    b Excess from 2010....  
    c Excess from 2011.... 14,798
    d Excess from 2012.... 157,253
    e Excess from 2013.... 229,732
    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:
    ROBERT D MILLSTONE
    7733 FORSYTH BLVD STE 1525
    ST LOUIS,MO63105
    (314) 450-7803
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITTEN FORM WITH COMPLETE INFORMATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AMERICAN JEWSIH COMMITTEE
    7751 CARONDELET AVENUE
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,250
    AMERICAN SHAKESPEARE CENTER
    20 S NEW STREET FOURTH FLOOR
    STAUNTON,VA24401     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    BAIS ABRAHAM CONGREGATION
    6901 DELMAR BLVD
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 500
    BARNES JEWISH HOSPITAL
    600 SOUTH TAYLOR AVENUE
    ST LOUIS,MO63179     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 28,232
    BIXBY MEMORIAL LIBRARY
    258 MAIN ST
    VERGENNES,VT05491     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    CAMP SABRA
    30750 CAMP SABRA ROAD
    ROCKY MOUNT,MO65072     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 6,000
    CENTRAL REFORM CONGREGATION
    5020 WATERMAN BLVD
    ST LOUIS,MO63108     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,000
    CENTER OF CREATIVE ARTS
    524 TRINITY AVENUE
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000
    COLLEGE BOUND
    12 MARYLAND PLAZA
    ST LOUIS,MO63108     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    CONGREGATION SHAARE EMETH
    11645 LADUE RD
    ST LOUIS,MO63141     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    CROWN CENTER FOR SENIOR LIVING
    8350 DELCREST DR
    ST LOUIS,MO63124     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    CYSTIC FIBROSIS FOUNDATION
    10801 PEAR TREE LANE
    ST ANN,MO63074     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,500
    DONALD DANFORTH PLANT SCIENCE CENTER
    975 NORTH WARSON RD
    ST LOUIS,MO63132     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,500
    FRIENDS OF VERMONT STATE PARKS
    103 SOUTH MAIN STREET
    WATERBURY,VT05671     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 26,500
    J ASSOCIATES - DANCING IN THE LOOP
    2 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,400
    JEWISH COMMUNITY RELATIONS COUNCIL
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    JEWISH COMMUNITY CENTERS ASSOCIATION
    2 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 50,000
    JEWISH FEDERATION OF ST LOUIS
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 73,090
    JEWISH FEDERATION - IE MILLSTONE JEWISH INSTITUTE
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 50,000
    LITTLE BIT FOUNDATION
    2300 CLARK AVE
    ST LOUIS,MO63103     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    MEMORY CARE HOME SOLUTIONS
    1526 SOUTH BIG BEND BLVD
    ST LOUIS,MO63117     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000
    MISSOURI CURES EDUCATION FOUNDATION
    PO BOX 16580
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    MISSOURI WOMEN'S NETWORK EDUCATION FUND
    528 OAK RIDGE TRAILS CT
    BALLWIN,MO63021     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    NATIONAL CONFERENCE COMMUNITY JUSTICE
    1405 PINE STREET SUITE 203
    ST LOUIS,MO63103     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,000
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1583
    MERRIFIELD,VA22116     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 8,400
    NEW HAVEN PUBLIC LIBRARY
    901 MAUPIN AVE
    NEW HAVEN,MO63068     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 324
    OASIS INSTITUTE
    710 CARONDELET STE 125
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 3,000
    PATHWAYS TO INDEPENDENCE
    200 SOUTH HANLEY
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    PEDAL THE CAUSE
    900 SPRUCE STREET STE 125
    ST LOUIS,MO63102     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    PLANNED PARENTHOOD
    4251 FOREST PARK AVE
    ST LOUIS,MO63108     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    READY READERS
    1974 INNERBELT BUSINESS CENTER
    DRIVE
    ST LOUIS,MO63114     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    REGIONAL BUSINESS COUNCIL
    7701 FORSYTH BLVD 205
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 11,000
    SAUL MIROWITZ JEWISH SCHOOL
    348 S MASON RD
    TOWN AND COUNTRY,MO63141     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 21,000
    SCHNEIDER'S CHILDREN MEDICAL CENTER
    295 MADISON AVE
    NEW YORK,NY10017     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    SHAKESPEARE FESTIVAL OF ST LOUIS
    462 NORTH TAYLOR
    ST LOUIS,MO63108     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,250
    SITEMAN CANCER CENTER
    724 FORSYTH BLVD
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    ST CHARLES MAYORS' CHARITY BALL
    ONE CONVENTION CENTER PLAZA
    ST CHARLES,MO63303     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000
    ST LOUIS JEWISH LIGHT
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    8820 LADUE ROARD 3RD FLOOR
    ST LOUIS,MO63124     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    ST LOUIS PUBLIC RADIO
    3651 OLIVE ST
    ST LOUIS,MO63108     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 500
    ST PATRICK'S CENTER
    800 N TUCKER BLVD
    ST LOUIS,MO63101     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    TORAH PREP SCHOOL OF ST LOUIS
    609 NORTH AND SOUTH RD
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000
    UNIVERSITY OF MISSOURI - ST LOUIS
    8001 NATURAL BRIDGE
    ST LOUIS,MO63121     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000
    UNITED HEBREW CONGREGATION
    13788 CONWAY ROAD
    ST LOUIS,MO63141     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,200
    UNIVERSITY OF VERMONT
    411 MAIN STREET
    BURLINGTON,VT05401     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 130,000
    VOLUNTEERS IN MEDICINE
    14395 MANCHESTER RD
    ST LOUIS,MO63011     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 1,000
    VERMONT NATIONAL GUARD CHARITABLE FOUNDATION
    PO BOX 683
    ESSEX JUNCTION,VT05453     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 2,500
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000
    YESHIVAT KADIMAH HIGH SCHOOL
    1142 NORTH WARSON ROAD
    ST LOUIS,MO63132     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 5,000
    UNITED WAY OF GREATER ST LOUIS
    910 NOTH 11TH ST
    ST LOUIS,MO63101     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSE 10,000
    Total .................................bullet 3a 517,646
    bApproved for future payment
    BARNES JEWISH HOSPITAL
    600 SOUTH TAYLOR AVENUE
    ST LOUIS,MO63179     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 63,246
    CENTER OF CREATIVE ARTS
    524 TRINITY AVENUE
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 5,000
    FRIENDS OF VERMONT STATE PARKS
    103 SOUTH MAIN STREET
    WATERBURY,VT05671     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 75,000
    JEWISH COMMUNITY CENTERS
    2 MILLSTONE CAMPUS DR
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 400,000
    JEWISH FEDERATION - IE MILLSTONE JEWISH INSTITUTE
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 60,000
    SAUL MIROWITZ JEWISH SCHOOL
    348 S MASON RD
    TOWN AND COUNTRY,MO63141     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 63,000
    COVENANT HOUSE
    27272 N KINGSHIGHWAY BLVD
    ST LOUIS,MO63113     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 150,000
    OASIS INSTITUTE
    710 CARONDELET STE 125
    ST LOUIS,MO63105     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 3,000
    ST LOUIS JEWISH LIGHT
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 2,500
    SCHNEIDER'S CHILDREN MEDICAL CENTER
    295 MADISON AVE
    NEW YORK,NY10017     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 2,500
    UNITED HEBREW CONGREGATION
    13788 CONWAY ROAD
    ST LOUIS,MO63141     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 20,000
    UNIVERSITY OF MISSOURI - ST LOUIS
    8001 NATURAL BRIDGE
    ST LOUIS,MO63121     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 10,000
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 30,000
    UNIVERSITY OF VERMONT FOUNDATION
    411 MAIN STREET
    BURLINGTON,VT05401     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 395,000
    UNITED WAY OF GREATER ST LOUIS
    910 NOTH 11TH ST
    ST LOUIS,MO63101     		NONE 501(C)(3) PUBLIC CHA TO FURTHER RECIPIENT'S CHARITABLE PURPOSES 10,000
    Total .................................bullet 3b 1,289,246
    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 ............     		    01 41,064  
    4 Dividends and interest from securities....     01 98,389  
    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.....     01 1,791  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,122,685  
    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).. 0 1,263,929 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,263,929
    (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:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 14,665 7,333   7,332

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS DUE 9/22/16 55,755 60,126
    BERKSHIRE HATHAWAY DUE 1/15/15 25,081 25,698
    BOEING CAPITAL CORP DUE 10/27/19 50,035 56,854
    BURLINGTON NORTHERN SANTA FE DUE 10/1/19 50,051 56,577
    COCA COLA DUE 3/15/19 25,539 28,521
    FLORIDA POWER CORP DUE 4/1/20 99,512 111,866
    HEWLETT PACKARD DUE 3/1/18 75,991 85,266
    KELLOG DUE 5/30/16 25,026 26,798
    PROCTER & GAMBLE DUE 2/15/19 25,576 28,339
    JP MORGAN CHASE & CO DUE 3/1/16 50,559 52,271

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLSTATE CORP 76,645 106,325
    AQR MANAGED FUTURES STRAT FD 50,944 52,188
    AT&T INC 20,516 22,701
    BNY MELLON - ARGENT SMALL CAP CORE 250,001 440,178
    BRISTOL MYERS SQUIBB CO. 27,471 32,828
    CBS CORPORATION 86,737 152,006
    CHEVRON 21,973 25,172
    COHEN & STEERS INTERNATIONAL RLTY 55,480 44,544
    DANAHER CORP 65,788 133,331
    DODGE & COX INTERNATIONAL 120,000 137,896
    EMC CORPORATION 84,908 107,568
    EXPRESS SCRIPTS HLDG CO 84,761 103,632
    EXXON MOBIL 16,567 20,106
    FOREST LABORATORIES 48,960 118,475
    GENERAL ELECTRIC 20,743 25,451
    GOOGLE INC 86,039 201,560
    HATTERAS HEDGED STRATEGIES FD 25,169 28,190
    INTEL CORP. 24,741 28,276
    ISHARES MSCI EAFE INDEX 198,492 259,246
    ISHARES MSCI EMERGING MARKETS INDEX 123,440 135,947
    ISHARES RUSSELL 2000 GROWTH DF 118,851 214,426
    ISHARES RUSSELL 2000 VALUE FD 162,663 218,305
    JP MORGAN CHASE CO. 117,962 143,648
    LOWES COS INC 61,773 82,390
    MASTERCARD INC 23,690 87,918
    NEXTERRA ENERGY 26,043 34,563
    OAKMARK INTERNATIONAL SMALL CAP FUND 53,011 74,207
    ORACLE CORPORATION 62,121 119,757
    PFIZER INC 23,825 34,963
    PALMER SQUARE ABSOLUTE RETURN FUND 25,623 27,016
    POST HOLDINGS INC 73,565 107,436
    PRINCIPAL FINANCIAL GROUP INC 24,521 45,367
    QUALCOMM INC 70,343 124,698
    SCHLUMBERGER LTD 91,715 119,646
    STONE HARBOR LOCAL MARKETS 26,352 24,999
    SUNTRUST BANK INC 93,423 132,204
    TWEEDY BROWNE GLOBAL VALUE 257,437 275,861
    WAL-MART STORES INC 24,374 27,253
    WILLIAM BLAIR INTL GROWTH 178,934 185,397
    ABBVIE INC 20,045 35,858
    AMERICAN EAGLE OUTFITTERS 74,693 40,238
    CONOCOPHILLIPS 33,341 43,967
    DARDEN RESTAURANTS 19,967 20,048
    EMERSON CORP 18,215 22,688
    GANNETT COMPANY 126,229 136,449
    GENERAL MILLS INC 24,570 30,212
    JOHNSON & JOHNSON 23,017 30,438
    LOCKHEED MARTIN CORP 26,579 44,186
    METLIFE INC 29,343 34,632
    MICROSOFT CORP 31,035 39,302
    OCCIDENTAL PETROLEUM CORP 19,260 21,932
    PEPSICO INC 21,242 24,732
    PROCTER & GAMBLE 108,492 119,569
    VERIZON COMMUNICATIONS 21,116 22,482
    WELLS FARGO & CO 24,858 34,277
    CBRE CLARION LONG SHORT 15,381 16,612
    AMGEN INC 99,604 115,990
    QUANTA SERVICES INC 96,922 117,128
    ISHARES COHEN&STEERS REIT ETF 49,974 54,269
    ISHARES MSCI EAFE GROWTH FUND 74,986 86,069
    SPDR S&P INTER DVD FUND 99,947 114,109
    BUNGE LTD 57,550 54,397
    CHESAPEAKE ENERGY CORP 101,208 104,828
    DOW CHEMICAL CO 150,662 169,390
    ELECTRONIC ARTS INC 93,719 124,712
    ENDO INTL PLC 44,679 84,708
    EXPEDIA INC NEW 88,322 84,295
    F5 NETWORKS INC 115,358 113,978
    HAIN CELESTIAL GROUP INC 86,917 86,184
    LINCOLN NATIONAL CORP IND 105,068 117,502
    MALLINCKRODT PUBLIC LTD CO 31,442 46,656
    SKYWORKS SOLUTIONS INC 67,914 95,282
    UNITED PARCEL SERVICE INC 105,046 109,074
    XL GROUP PLC NEW 58,184 61,674
    CABLEVISION SYSTEMS CORP 33,350 33,497
    MAXIMUM INTEGRATED PRODUCTS INC 32,551 34,250
    MERCK & CO INC NEW 13,978 17,358
    SOUTHERN CO 16,504 17,512
    WADDELL&REED FINANCIAL INC 14,355 20,529
    WILLIAMS CO INC 20,663 23,480
    CBS CORPORATION 6,125 6,125

    TY 2013 InvestmentsOtherSchedule2
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT: MEDIBEACON AT COST 130,320 130,320
    INVESTMENT: LC CO-INVEST HOLDINGS, LP AT COST 498,539 498,539
    INVESTMENT: SUMMIT AT COST 10,000 10,000
    LONG-TERM INVESTMENTS AT COST 50,439 50,439

    TY 2013 LegalFeesSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 7,794 3,897   3,897


    TY 2013 OtherAssetsSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST/DIVIDEND RECEIVABLE 9,268 9,268 9,268


    TY 2013 OtherExpensesSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 28,720 28,720   0
    MEALS & ENTERTAINMENT 68 34   34
    MISCELLANEOUS 1 1   0
    OFFICE EXPENSES 54,013 27,007   27,006
    POSTAGE 194 97   97
    UTILITIES 206 103   103
    EVENTS 1,700 850   850


    TY 2013 OtherIncomeSchedule2
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM INVESTMENT IN LC CO INVEST HOLDINGS LP 1,791 1,791 1,791


    TY 2013 OtherLiabilitiesSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL TAX 554 127
    FEDERAL EXCISE TAX PAYABLE 198 198


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT CONSULTING 2,852 1,426   1,426


    TY 2013 TaxesSchedule
    Name:
    MILLSTONE FOUNDATION
    EIN: 43-6027373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 15,479 7,740   7,739
    EXCISE TAXES 3,598 1,799   1,799