Form990-PF

Department of the Treasury
Internal Revenue Service

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

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

45-5521136
B Telephone number (see instructions)

(410) 537-5452
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$4,751,447J 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).............. 24,983
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 78,917 78,497  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,227
b Gross sales price for all assets on line 6a 1,133,174
7 Capital gain net income (from Part IV, line 2)... 68,227
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........ 172,127 146,724  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,000 24,000    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 12,954 12,952   2
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,734 2,318   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,688 39,270 0 2
25 Contributions, gifts, grants paid........ 171,601 171,601
26 Total expenses and disbursements. Add lines 24 and 25 215,289 39,270 0 171,603
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,162
b Net investment income (if negative, enter -0-) 107,454
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 356,426 294,976 294,976
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,657,919 Click to see attachment2,695,748 3,038,047
c Investments—corporate bonds (attach schedule)........ 1,483,103 Click to see attachment1,463,103 1,418,424
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) 4,497,448 4,453,827 4,751,447
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......... 4,497,448 4,453,827
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 4,497,448 4,453,827
31 Total liabilities and net assets/fund balances (see instructions).. 4,497,448 4,453,827
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 4,497,448
2 Enter amount from Part I, line 27a..................... 2 -43,162
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,454,286
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 459
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,453,827
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 160. CHARLES SCHWAB CORP.   2013-11-22 2014-01-08
b 54. EATON CORP PLC   2013-11-22 2014-01-08
c 6. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-09
d 71. EATON CORP PLC   2013-04-16 2014-01-09
e 25. FLUOR CORP NEW COM   2013-03-22 2014-01-10
8. ESTEE LAUDER COMPANIES CL A   2013-10-15 2014-01-10
255. METLIFE INC COM   2013-04-16 2014-01-10
75. ORACLE SYSTEMS   2013-11-22 2014-01-10
1. ESTEE LAUDER COMPANIES CL A   2013-10-11 2014-01-13
5. ESTEE LAUDER COMPANIES CL A   2013-10-11 2014-01-14
110. TEREX CORP NEW COM   2013-11-22 2014-01-17
65. FLUOR CORP NEW COM   2013-05-31 2014-01-22
5. FLUOR CORP NEW COM   2013-02-05 2014-01-23
50. MICROCHIP TECHNOLOGY INC   2013-11-22 2014-01-23
135. US BANCORP DEL COM NEW   2013-11-22 2014-01-23
5. FLUOR CORP NEW COM   2013-02-05 2014-01-27
5. FLUOR CORP NEW COM   2013-02-05 2014-01-28
3. FLUOR CORP NEW COM   2013-02-05 2014-01-29
6. FLUOR CORP NEW COM   2013-02-05 2014-01-30
50. E I DU PONT DE NEMOURS & CO.   2013-11-22 2014-01-31
85. TEREX CORP NEW COM   2013-11-22 2014-01-31
5. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-03
4. APPLE COMPUTER INC.   2013-08-30 2014-02-04
40. FLUOR CORP NEW COM   2013-05-31 2014-02-04
2. GOOGLE INC CL A   2013-08-30 2014-02-04
11. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-04
15. E I DU PONT DE NEMOURS & CO.   2013-04-16 2014-02-05
50. MICROCHIP TECHNOLOGY INC   2013-11-22 2014-02-05
2. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-05
125. ABERCROMBIE & FITCH CO CL A   2013-07-19 2014-02-06
1. APPLE COMPUTER INC.   2013-08-30 2014-02-06
3. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-06
2. APPLE COMPUTER INC.   2013-08-30 2014-02-07
4. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-07
220. US BANCORP DEL COM NEW   2013-05-31 2014-02-07
3. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-10
5. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-11
35. FLUOR CORP NEW COM   2013-05-31 2014-02-12
5. FOSSIL GROUP INC   2013-08-30 2014-02-12
2. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-12
2. FOSSIL GROUP INC   2013-08-30 2014-02-13
5. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-14
1. FOSSIL GROUP INC   2013-08-30 2014-02-18
2. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-18
30. FLUOR CORP NEW COM   2013-05-31 2014-02-19
89. ABERCROMBIE & FITCH CO CL A   2013-04-16 2014-02-21
191. ABERCROMBIE & FITCH CO CL A   2013-11-22 2014-02-24
2. FOSSIL GROUP INC   2013-08-30 2014-02-24
60. ORACLE SYSTEMS   2013-11-22 2014-02-24
1. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-24
1. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-25
2. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-26
4. FLUOR CORP NEW COM   2013-02-05 2014-02-27
1. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-27
6. FLUOR CORP NEW COM   2013-02-05 2014-02-28
11. ROPER INDUSTRIES INC NEW   2013-02-05 2014-02-28
1. ROPER INDUSTRIES INC NEW   2013-08-30 2014-02-28
1. FLUOR CORP NEW COM   2013-02-05 2014-03-03
30. PACCAR INC   2013-11-22 2014-03-03
8. FLUOR CORP NEW COM   2013-02-05 2014-03-04
4. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-04
28. TEREX CORP NEW COM   2013-06-20 2014-03-04
4. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-05
22. TEREX CORP NEW COM   2013-06-20 2014-03-05
71. E I DU PONT DE NEMOURS & CO.   2013-04-16 2014-03-06
6. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-06
6. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-07
48. TEREX CORP NEW COM   2013-06-20 2014-03-07
3. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-11
60. TEREX CORP NEW COM   2013-04-22 2014-03-11
28. FIRSTMERIT CORP   2013-12-06 2014-03-13
27. FIRSTMERIT CORP   2013-12-06 2014-03-14
29. NETAPP INC   2013-08-30 2014-03-14
39. NETAPP INC   2013-08-30 2014-03-17
2. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-17
69. E I DU PONT DE NEMOURS & CO.   2013-03-22 2014-03-18
16. NETAPP INC   2013-08-30 2014-03-18
6. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-18
77. TEREX CORP NEW COM   2013-06-26 2014-03-18
83. FIRSTMERIT CORP   2013-11-22 2014-03-19
10. NETAPP INC   2013-08-30 2014-03-19
117. FIRSTMERIT CORP   2013-12-09 2014-03-20
38. NETAPP INC   2013-02-05 2014-03-20
31. NETAPP INC   2013-08-30 2014-03-20
95. FIRSTMERIT CORP   2013-11-07 2014-03-21
1. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-21
55. MICROSOFT CORP.   2013-11-22 2014-03-24
15. NETAPP INC   2013-02-05 2014-03-24
1. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-24
15. NETAPP INC   2013-02-05 2014-03-25
1. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-25
19909.502 DOUBLELINE EMG MKTS INC I   2013-02-05 2014-03-26
6. NETAPP INC   2013-02-05 2014-03-26
4. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-26
65. NETAPP INC   2013-02-05 2014-03-27
7. NETAPP INC   2013-02-05 2014-03-27
1. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-27
6. ROPER INDUSTRIES INC NEW   2013-02-05 2014-03-28
4. INTUITIVE SURGICAL INC   2013-02-05 2014-04-01
120. ORACLE SYSTEMS   2013-05-31 2014-04-02
30. FIRSTMERIT CORP   2013-05-30 2014-04-03
25. QUALCOMM CORP.   2013-11-22 2014-04-10
4. MEAD JOHNSON NUTRITION CO   2013-05-21 2014-04-21
3. MEAD JOHNSON NUTRITION CO   2013-05-13 2014-04-22
243. FIRSTMERIT CORP   2013-06-03 2014-04-23
5. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-23
7. MEAD JOHNSON NUTRITION CO   2013-10-17 2014-04-24
45. FIRSTMERIT CORP   2013-06-04 2014-04-25
107. FIRSTMERIT CORP   2013-06-05 2014-04-28
105. FIRSTMERIT CORP   2013-06-05 2014-04-29
100. FLUOR CORP NEW COM   2013-04-16 2014-05-02
10. FLUOR CORP NEW COM   2013-05-31 2014-05-02
5. COSTCO WHOLESALE CORPORATION   2013-10-17 2014-05-06
2. APPLE COMPUTER INC.   2013-08-30 2014-05-07
9. COSTCO WHOLESALE CORPORATION   2013-10-16 2014-05-07
4. FLUOR CORP NEW COM   2013-02-05 2014-05-12
6. SCHLUMBERGER LTD.   2013-10-16 2014-05-12
6. FLUOR CORP NEW COM   2013-02-05 2014-05-13
2. FLUOR CORP NEW COM   2013-02-05 2014-05-14
3. FLUOR CORP NEW COM   2013-02-05 2014-05-15
2. FLUOR CORP NEW COM   2013-02-05 2014-05-16
2. FLUOR CORP NEW COM   2013-02-05 2014-05-19
140. HARTFORD FINANCIAL SERVICES GROUP INC   2013-11-22 2014-05-19
6. FLUOR CORP NEW COM   2013-02-05 2014-05-23
45. M & T BK CORP COM   2013-11-22 2014-05-27
3. SCHLUMBERGER LTD.   2013-10-16 2014-05-27
3. SCHLUMBERGER LTD.   2013-10-16 2014-05-30
67.25 NOW INC DE W I   2013-05-31 2014-06-09
18.75 NOW INC DE W I   2014-05-02 2014-06-09
4. VISA INC   2013-10-11 2014-06-13
2. VISA INC   2013-10-10 2014-06-16
1. VISA INC   2013-10-10 2014-06-17
4. VISA INC   2013-10-09 2014-06-19
.25 NOW INC DE W I   2013-04-16 2014-06-23
110. CANADIAN NATURAL RESOURCES LTD   2013-11-22 2014-06-25
40. SCHLUMBERGER LTD.   2013-11-22 2014-06-26
4. SCHLUMBERGER LTD.   2013-08-30 2014-07-01
2. SCHLUMBERGER LTD.   2013-08-30 2014-07-02
1. SCHLUMBERGER LTD.   2013-08-30 2014-07-07
3. SCHLUMBERGER LTD.   2013-08-30 2014-07-08
5. SCHLUMBERGER LTD.   2013-08-30 2014-07-09
5. FLUOR CORP NEW COM   2013-02-05 2014-07-11
110. GARMIN LTD   2013-11-22 2014-07-11
6. FLUOR CORP NEW COM   2013-02-05 2014-07-14
3. FLUOR CORP NEW COM   2013-02-05 2014-07-15
1. FLUOR CORP NEW COM   2013-02-05 2014-07-16
1. FLUOR CORP NEW COM   2013-02-05 2014-07-17
2. FLUOR CORP NEW COM   2013-02-05 2014-07-18
1. FLUOR CORP NEW COM   2013-02-05 2014-07-21
35. SCHLUMBERGER LTD.   2013-11-22 2014-07-21
2. FLUOR CORP NEW COM   2013-02-05 2014-07-22
8. ACCENTURE PLC CL A   2013-02-05 2014-07-22
9. APPLE COMPUTER INC.   2013-03-22 2014-07-23
56. APPLE COMPUTER INC.   2014-01-28 2014-07-23
2. FLUOR CORP NEW COM   2013-02-05 2014-07-23
10. ACCENTURE PLC CL A   2013-02-05 2014-07-23
3. FLUOR CORP NEW COM   2013-02-05 2014-07-24
7. ACCENTURE PLC CL A   2013-02-05 2014-07-24
5. AMPHENOL CORP - CL A   2013-10-22 2014-07-25
2. AMPHENOL CORP - CL A   2013-10-18 2014-07-28
2. FLUOR CORP NEW COM   2013-02-05 2014-07-28
5. AMPHENOL CORP - CL A   2013-10-23 2014-07-29
2. FLUOR CORP NEW COM   2013-02-05 2014-07-29
100. CANADIAN NATURAL RESOURCES LTD   2013-03-22 2014-07-30
5. CANADIAN NATURAL RESOURCES LTD   2013-11-22 2014-07-30
3. FLUOR CORP NEW COM   2013-02-05 2014-07-30
20. APPLE COMPUTER INC.   2013-03-22 2014-07-31
85. CANADIAN NATURAL RESOURCES LTD   2013-03-22 2014-07-31
10. SCHLUMBERGER LTD.   2013-05-31 2014-07-31
5. SCHLUMBERGER LTD.   2013-09-16 2014-07-31
3. FLUOR CORP NEW COM   2013-02-05 2014-08-01
3. FLUOR CORP NEW COM   2013-02-05 2014-08-04
4. FLUOR CORP NEW COM   2013-02-05 2014-08-05
6. FLUOR CORP NEW COM   2013-08-30 2014-08-06
3. FLUOR CORP NEW COM   2013-02-05 2014-08-06
10008.015 WASATCH FDS INC   2013-02-05 2014-08-12
10064.04 WASATCH FDS INC   2013-03-22 2014-08-13
5. ACCENTURE PLC CL A   2013-02-05 2014-08-13
10247.466 WASATCH FDS INC   2013-03-22 2014-08-14
5. ACCENTURE PLC CL A   2013-02-05 2014-08-14
50. CANADIAN NATURAL RESOURCES LTD   2013-07-11 2014-08-15
10247.466 WASATCH FDS INC   2013-03-22 2014-08-15
30. GARMIN LTD   2013-08-23 2014-08-15
10. GARMIN LTD   2013-07-23 2014-08-15
1516.539 WASATCH FDS INC   2013-11-22 2014-08-18
8806.966 WASATCH FDS INC   2013-03-22 2014-08-18
8. ACCENTURE PLC CL A   2013-02-05 2014-08-18
10286.324 WASATCH FDS INC   2013-11-22 2014-08-19
7. ACCENTURE PLC CL A   2013-02-05 2014-08-19
6445.312 WASATCH FDS INC   2013-11-22 2014-08-20
5. ACCENTURE PLC CL A   2013-02-05 2014-08-26
80. BEST BUY COMPANY INC   2013-11-22 2014-08-29
25. APPLE COMPUTER INC.   2013-03-22 2014-09-04
43. GUESS INC   2013-11-22 2014-09-04
39. GUESS INC   2013-11-22 2014-09-09
24. GUESS INC   2013-05-31 2014-09-12
3. GUESS INC   2013-11-22 2014-09-12
7. APPLE COMPUTER INC.   2013-08-30 2014-09-15
7. QUALCOMM CORP.   2014-07-30 2014-09-15
7. APPLE COMPUTER INC.   2013-08-30 2014-09-16
6. QUALCOMM CORP.   2014-07-30 2014-09-16
4. QUALCOMM CORP.   2013-02-05 2014-09-17
5. QUALCOMM CORP.   2014-07-30 2014-09-17
6. QUALCOMM CORP.   2013-02-05 2014-09-18
5. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-09-19
50. CANADIAN NATURAL RESOURCES LTD   2013-07-11 2014-09-19
50. NETAPP INC   2013-11-22 2014-09-19
7. QUALCOMM CORP.   2013-02-05 2014-09-19
65. NETAPP INC   2014-02-24 2014-09-22
20. NETAPP INC   2013-05-31 2014-09-22
55. BEST BUY COMPANY INC   2014-01-16 2014-09-24
175. CISCO SYSTEMS   2013-08-15 2014-09-24
31. KENNAMETAL INC   2013-11-22 2014-09-24
65. ORACLE SYSTEMS   2013-05-31 2014-09-24
75. BEST BUY COMPANY INC   2014-01-16 2014-09-26
45. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-09-26
6. ACCENTURE PLC CL A   2013-02-05 2014-10-01
11. ACCENTURE PLC CL A   2013-02-05 2014-10-02
6. ACCENTURE PLC CL A   2013-02-05 2014-10-03
6. ACCENTURE PLC CL A   2013-08-30 2014-10-06
80. HARTFORD FINANCIAL SERVICES GROUP INC   2013-05-31 2014-10-07
30. M & T BK CORP COM   2013-05-31 2014-10-07
11. ACCENTURE PLC CL A   2013-08-30 2014-10-08
101. GUESS INC   2013-05-31 2014-10-09
49. KENNAMETAL INC   2013-11-22 2014-10-09
30. KENNAMETAL INC   2013-05-31 2014-10-09
60. MERCK AND CO INC   2013-05-31 2014-10-09
50. MERCK AND CO INC   2013-11-22 2014-10-09
40. MICROCHIP TECHNOLOGY INC   2013-04-16 2014-10-09
70. GUESS INC   2013-05-31 2014-10-10
129. GUESS INC   2014-03-21 2014-10-10
6. ACCENTURE PLC CL A   2013-08-30 2014-10-10
9. ACCENTURE PLC CL A   2013-08-30 2014-10-13
129. GUESS INC   2013-04-16 2014-10-15
56. GUESS INC   2014-03-21 2014-10-15
247. KENNAMETAL INC   2013-05-31 2014-10-16
153. KENNAMETAL INC   2013-04-16 2014-10-17
12. MEAD JOHNSON NUTRITION CO   2013-10-16 2014-10-17
350. HARTFORD FINANCIAL SERVICES GROUP INC   2013-05-31 2014-10-20
106. GUESS INC   2013-04-16 2014-10-21
180. HARTFORD FINANCIAL SERVICES GROUP INC   2013-03-22 2014-10-21
70. KENNAMETAL INC   2013-04-19 2014-10-21
120. GUESS INC   2013-03-26 2014-10-22
17. APPLE COMPUTER INC.   2013-03-22 2014-10-24
77. BEST BUY COMPANY INC   2014-01-16 2014-10-24
133. ORACLE SYSTEMS   2013-07-24 2014-10-24
25. ACCENTURE PLC CL A   2013-08-30 2014-10-24
17. ACCENTURE PLC CL A   2013-08-30 2014-10-27
76. ORACLE SYSTEMS   2013-07-24 2014-10-28
153. FREEPORT-MCMORAN COPPER & GOLD B   2014-02-19 2014-10-30
50. FREEPORT-MCMORAN COPPER & GOLD B   2013-03-22 2014-10-30
7. GILEAD SCIENCES INC.   2014-02-04 2014-10-30
1. COVANCE INC   2013-08-30 2014-10-31
3. GILEAD SCIENCES INC.   2014-02-04 2014-10-31
9. GILEAD SCIENCES INC.   2014-02-04 2014-11-03
5. FLUOR CORP NEW COM   2013-08-30 2014-11-07
18. APPLE COMPUTER INC.   2013-03-22 2014-11-10
6. FLUOR CORP NEW COM   2013-08-30 2014-11-10
31. MICROSOFT CORP.   2013-05-31 2014-11-10
20. MICROSOFT CORP.   2013-11-22 2014-11-10
226. ORACLE SYSTEMS   2013-06-21 2014-11-10
6. FLUOR CORP NEW COM   2013-08-30 2014-11-11
10. COVANCE INC   2013-08-30 2014-11-12
4. FLUOR CORP NEW COM   2013-08-30 2014-11-12
1. COVANCE INC   2013-08-30 2014-11-14
10. COVANCE INC   2013-08-30 2014-11-17
834. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-17
6. COVANCE INC   2013-08-30 2014-11-18
1042. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-18
3. COVANCE INC   2013-08-30 2014-11-19
1246. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-19
4. COVANCE INC   2013-08-30 2014-11-20
670. WISDOMTREE EM SMALL CAP   2014-08-25 2014-11-20
3. COVANCE INC   2013-08-30 2014-11-21
77. BEST BUY COMPANY INC   2014-01-24 2014-11-24
149. CISCO SYSTEMS   2013-05-31 2014-11-24
3. COVANCE INC   2013-08-30 2014-11-24
38. GARMIN LTD   2014-09-25 2014-11-24
3. COVANCE INC   2013-08-30 2014-11-25
16. APPLE COMPUTER INC.   2013-08-30 2014-11-26
7. COVANCE INC   2013-08-30 2014-11-26
67. FREEPORT-MCMORAN COPPER & GOLD B   2014-02-12 2014-11-26
162. FREEPORT-MCMORAN COPPER & GOLD B   2013-05-31 2014-11-26
15. GILEAD SCIENCES INC.   2014-03-14 2014-11-26
63. FREEPORT-MCMORAN COPPER & GOLD B   2013-05-31 2014-12-01
23. FREEPORT-MCMORAN COPPER & GOLD B   2014-03-12 2014-12-01
22. APPLE COMPUTER INC.   2013-09-17 2014-12-02
46. PACCAR INC   2013-11-22 2014-12-02
3. FOSSIL GROUP INC   2013-08-30 2014-12-04
1. FOSSIL GROUP INC   2013-08-30 2014-12-05
1. FOSSIL GROUP INC   2013-08-30 2014-12-08
14. FLUOR CORP NEW COM   2013-08-30 2014-12-09
8. FOSSIL GROUP INC   2013-08-30 2014-12-09
1. FOSSIL GROUP INC   2013-08-30 2014-12-10
32. FLUOR CORP NEW COM   2013-08-30 2014-12-11
1. FOSSIL GROUP INC   2013-08-30 2014-12-11
140. CANADIAN NATURAL RESOURCES LTD   2014-10-17 2014-12-12
78. CANADIAN NATURAL RESOURCES LTD   2013-11-07 2014-12-12
8. FLUOR CORP NEW COM   2013-08-30 2014-12-12
92. SCHLUMBERGER LTD.   2013-05-31 2014-12-12
75.00013 ENSCO PLC CL A   2013-11-18 2014-12-12
51.99987 ENSCO PLC CL A   2013-11-15 2014-12-12
186. CANADIAN NATURAL RESOURCES LTD   2013-05-31 2014-12-15
10. FLUOR CORP NEW COM   2013-08-30 2014-12-15
1. FOSSIL GROUP INC   2013-08-30 2014-12-15
152. ENSCO PLC CL A   2013-11-22 2014-12-15
111. CANADIAN NATURAL RESOURCES LTD   2013-04-16 2014-12-16
7. FLUOR CORP NEW COM   2013-08-30 2014-12-16
2. FOSSIL GROUP INC   2013-08-30 2014-12-17
6. FLUOR CORP NEW COM   2013-08-30 2014-12-18
1. FOSSIL GROUP INC   2013-08-30 2014-12-18
36. FLUOR CORP NEW COM   2013-08-30 2014-12-19
1. FOSSIL GROUP INC   2013-08-30 2014-12-19
236. CHARLES SCHWAB CORP.   2013-11-22 2014-12-19
3. FOSSIL GROUP INC   2013-08-30 2014-12-22
34. APPLE COMPUTER INC.   2013-09-17 2014-12-23
8. FOSSIL GROUP INC   2013-08-30 2014-12-23
47. FREEPORT-MCMORAN COPPER & GOLD B   2013-02-21 2014-12-23
42. FREEPORT-MCMORAN COPPER & GOLD B   2014-03-12 2014-12-23
26. M & T BK CORP COM   2013-05-31 2014-12-23
10. CALIFORNIA RESOURCES CORP   2014-01-31 2014-12-29
42. CALIFORNIA RESOURCES CORP   2013-11-22 2014-12-29
2. FOSSIL GROUP INC   2013-02-05 2014-12-29
52. CALIFORNIA RESOURCES CORP   2013-04-16 2014-12-30
12. CALIFORNIA RESOURCES CORP   2014-02-04 2014-12-30
253. FREEPORT-MCMORAN COPPER & GOLD B   2013-04-19 2014-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,114   3,973 141
b 4,068   3,522 546
c 440   427 13
d 5,376   4,154 1,222
e 1,973   1,620 353
592   566 26
13,778   9,505 4,273
2,842   2,611 231
75   71 4
369   352 17
4,634   4,035 599
5,430   4,204 1,226
406   327 79
2,250   2,181 69
5,493   4,970 523
384   327 57
387   327 60
231   196 35
458   393 65
3,059   2,835 224
3,465   2,798 667
663   620 43
2,031   1,953 78
2,983   2,572 411
2,290   1,697 593
1,452   1,363 89
915   743 172
2,170   1,847 323
264   248 16
4,214   6,062 -1,848
513   488 25
398   372 26
1,041   977 64
535   496 39
8,799   7,367 1,432
399   372 27
668   620 48
2,805   2,251 554
609   582 27
270   248 22
242   233 9
683   620 63
121   116 5
272   248 24
2,437   1,929 508
3,103   4,061 -958
6,721   6,871 -150
241   233 8
2,302   2,077 225
136   124 12
135   124 11
271   248 23
313   262 51
135   124 11
466   393 73
1,490   1,306 184
135   124 11
77   65 12
1,955   1,695 260
624   524 100
546   475 71
1,255   804 451
548   475 73
989   617 372
4,804   3,508 1,296
827   712 115
834   712 122
2,131   1,343 788
405   356 49
2,675   1,665 1,010
602   648 -46
577   625 -48
1,069   1,205 -136
1,452   1,620 -168
272   237 35
4,609   3,406 1,203
599   665 -66
822   712 110
3,233   2,031 1,202
1,778   1,918 -140
373   416 -43
2,528   2,665 -137
1,412   1,375 37
1,152   1,288 -136
2,088   2,067 21
136   119 17
2,203   2,069 134
549   543 6
134   119 15
554   543 11
135   119 16
208,253   220,000 -11,747
223   217 6
540   475 65
2,358   2,352 6
256   253 3
132   119 13
797   712 85
1,961   2,308 -347
4,940   4,132 808
641   570 71
1,987   1,818 169
338   319 19
256   238 18
4,626   4,605 21
423   397 26
607   553 54
866   850 16
2,061   2,015 46
2,010   1,961 49
7,606   5,657 1,949
761   643 118
567   592 -25
1,183   977 206
1,009   1,028 -19
306   262 44
602   553 49
462   393 69
152   131 21
223   196 27
147   131 16
148   131 17
4,780   4,800 -20
445   393 52
5,463   5,105 358
307   276 31
311   254 57
2,166   1,865 301
604   622 -18
845   754 91
420   376 44
211   188 23
842   728 114
9   7 2
4,953   3,642 1,311
4,664   3,693 971
472   324 148
236   162 74
117   81 36
350   243 107
584   406 178
385   327 58
6,293   4,958 1,335
467   393 74
235   196 39
78   65 13
77   65 12
154   131 23
77   65 12
3,962   3,151 811
154   131 23
643   588 55
877   592 285
5,459   4,137 1,322
156   131 25
806   735 71
233   196 37
565   514 51
488   411 77
195   164 31
151   131 20
487   409 78
151   131 20
4,477   3,212 1,265
224   166 58
224   196 28
1,913   1,316 597
3,727   2,730 997
1,082   742 340
541   435 106
221   196 25
218   196 22
291   262 29
431   380 51
216   196 20
27,422   29,123 -1,701
27,877   29,194 -1,317
395   367 28
28,385   29,615 -1,230
395   367 28
2,062   1,603 459
28,385   29,615 -1,230
1,681   1,220 461
560   375 185
4,216   4,155 61
24,483   25,452 -969
638   588 50
28,802   28,185 617
562   514 48
17,982   17,660 322
408   367 41
2,555   3,140 -585
2,487   1,645 842
997   1,486 -489
900   1,347 -447
551   777 -226
69   104 -35
712   488 224
525   532 -7
704   488 216
454   456 -2
303   268 35
379   380 -1
457   402 55
202   156 46
2,020   1,603 417
2,155   2,012 143
530   469 61
2,790   2,611 179
859   756 103
1,856   1,474 382
4,329   4,292 37
1,303   1,462 -159
2,518   2,208 310
2,475   2,010 465
1,778   1,405 373
480   441 39
873   808 65
482   441 41
484   438 46
2,924   2,500 424
3,646   3,177 469
873   795 78
2,135   3,268 -1,133
1,973   2,310 -337
1,208   1,314 -106
3,559   2,860 699
2,966   2,451 515
1,827   1,367 460
1,459   2,265 -806
2,689   3,706 -1,017
462   433 29
692   650 42
2,724   3,385 -661
1,183   1,592 -409
9,562   10,367 -805
5,965   5,736 229
1,205   918 287
12,738   9,879 2,859
2,225   2,703 -478
6,626   4,746 1,880
2,769   2,560 209
2,530   3,022 -492
1,783   1,118 665
2,545   2,064 481
5,132   4,428 704
1,961   1,806 155
1,340   1,228 112
2,930   2,462 468
4,318   5,353 -1,035
1,411   1,651 -240
797   570 227
80   81 -1
340   244 96
993   733 260
332   317 15
1,960   1,184 776
397   380 17
1,514   963 551
976   752 224
9,129   7,129 2,000
395   380 15
1,006   811 195
263   253 10
100   81 19
1,004   811 193
36,974   41,263 -4,289
605   487 118
46,417   51,554 -5,137
302   243 59
55,500   61,647 -6,147
403   324 79
29,883   33,149 -3,266
303   243 60
2,977   1,986 991
4,029   3,650 379
303   243 60
2,269   1,914 355
303   243 60
1,899   1,116 783
710   568 142
1,963   2,212 -249
4,745   5,084 -339
1,503   1,180 323
1,633   1,977 -344
596   716 -120
2,525   1,444 1,081
3,137   2,543 594
330   349 -19
109   116 -7
109   116 -7
845   887 -42
857   931 -74
108   116 -8
1,888   2,028 -140
109   116 -7
4,022   4,704 -682
2,241   2,388 -147
462   507 -45
7,371   6,822 549
2,036   4,616 -2,580
1,412   3,201 -1,789
5,339   5,594 -255
570   634 -64
107   116 -9
4,108   9,850 -5,742
3,200   3,272 -72
401   444 -43
214   233 -19
355   380 -25
107   116 -9
2,158   2,169 -11
107   116 -9
7,073   4,945 2,128
326   349 -23
3,831   2,214 1,617
882   931 -49
1,076   1,412 -336
962   1,307 -345
3,319   2,754 565
58   77 -19
242   347 -105
223   208 15
289   362 -73
67   91 -24
5,909   7,381 -1,472
      61,788
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       141
b       546
c       13
d       1,222
e       353
      26
      4,273
      231
      4
      17
      599
      1,226
      79
      69
      523
      57
      60
      35
      65
      224
      667
      43
      78
      411
      593
      89
      172
      323
      16
      -1,848
      25
      26
      64
      39
      1,432
      27
      48
      554
      27
      22
      9
      63
      5
      24
      508
      -958
      -150
      8
      225
      12
      11
      23
      51
      11
      73
      184
      11
      12
      260
      100
      71
      451
      73
      372
      1,296
      115
      122
      788
      49
      1,010
      -46
      -48
      -136
      -168
      35
      1,203
      -66
      110
      1,202
      -140
      -43
      -137
      37
      -136
      21
      17
      134
      6
      15
      11
      16
      -11,747
      6
      65
      6
      3
      13
      85
      -347
      808
      71
      169
      19
      18
      21
      26
      54
      16
      46
      49
      1,949
      118
      -25
      206
      -19
      44
      49
      69
      21
      27
      16
      17
      -20
      52
      358
      31
      57
      301
      -18
      91
      44
      23
      114
      2
      1,311
      971
      148
      74
      36
      107
      178
      58
      1,335
      74
      39
      13
      12
      23
      12
      811
      23
      55
      285
      1,322
      25
      71
      37
      51
      77
      31
      20
      78
      20
      1,265
      58
      28
      597
      997
      340
      106
      25
      22
      29
      51
      20
      -1,701
      -1,317
      28
      -1,230
      28
      459
      -1,230
      461
      185
      61
      -969
      50
      617
      48
      322
      41
      -585
      842
      -489
      -447
      -226
      -35
      224
      -7
      216
      -2
      35
      -1
      55
      46
      417
      143
      61
      179
      103
      382
      37
      -159
      310
      465
      373
      39
      65
      41
      46
      424
      469
      78
      -1,133
      -337
      -106
      699
      515
      460
      -806
      -1,017
      29
      42
      -661
      -409
      -805
      229
      287
      2,859
      -478
      1,880
      209
      -492
      665
      481
      704
      155
      112
      468
      -1,035
      -240
      227
      -1
      96
      260
      15
      776
      17
      551
      224
      2,000
      15
      195
      10
      19
      193
      -4,289
      118
      -5,137
      59
      -6,147
      79
      -3,266
      60
      991
      379
      60
      355
      60
      783
      142
      -249
      -339
      323
      -344
      -120
      1,081
      594
      -19
      -7
      -7
      -42
      -74
      -8
      -140
      -7
      -682
      -147
      -45
      549
      -2,580
      -1,789
      -255
      -64
      -9
      -5,742
      -72
      -43
      -19
      -25
      -9
      -11
      -9
      2,128
      -23
      1,617
      -49
      -336
      -345
      565
      -19
      -105
      15
      -73
      -24
      -1,472
       
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 68,227
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 46,250 4,399,624 0.010512
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.010512
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 0.010512
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,665,885
5 Multiply line 4 by line 3....................... 5 49,048
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,075
7 Add lines 5 and 6......................... 7 50,123
8 Enter qualifying distributions from Part XII, line 4.............. 8 171,603
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,075
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 1,075
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 1,075
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,207
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 2,207
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,132
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,076 RefundedBullet 11 56
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    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 ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5452
    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PETER H S WOOD TRUSTEE
    3     		12,000    
    PO BOX 1138
    MIDDLEBURG,VA20118
    WENDY WOOD TRUSTEE
    3     		12,000    
    5 ORCHARD PASS
    MT DESERT,ME04660
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,481,535
    b
    Average of monthly cash balances.......................
    1b
    255,404
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,736,939
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,736,939
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    71,054
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,665,885
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    233,294
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    233,294
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,075
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,075
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    232,219
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    232,219
    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
    232,219
    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
    171,603
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    171,603
    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
    1,075
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    170,528
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 232,219
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 171,522
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 171,603
    a Applied to 2013, but not more than line 2a 171,522
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 81
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		232,138
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MAINE CANCER FOUNDATION
    170 US ROUTE 1 SUITE 250
    FALMOUTH,ME04105     		NONE PUBLIC CHARITY GENERAL 500
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND
    TOPSHAM,ME04086     		NONE PUBLIC CHARITY GENERAL 500
    FRIENDS OF ACADIA
    43 COTTAGE ST
    BAR HARBOR,ME04609     		NONE PUBLIC CHARITY GENERAL 2,500
    ISLAND INSTITUTE
    PO BOX 648
    ROCKLAND,ME04841     		NONE PUBLIC CHARITY GENERAL 2,500
    ACADIA WILDLIFE FOUNDATION
    PO BOX 207
    MT DESERT,ME04660     		NONE PUBLIC CHARITY GENERAL 1,500
    LAND TRUST OF NAPA COUNTY
    1700 SOSCOL AVE
    NAPA,CA94559     		NONE PUBLIC CHARITY GENERAL 2,000
    UNIVERSITY OF PENN
    3260 SOUTH STREET
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY GENERAL 5,000
    BLAIR HOUSE RESTORATION FUND
    PO BOX 27208
    WASHINGTON,DC20038     		NONE PUBLIC CHARITY GENERAL 2,500
    BLUE RIDGE WILDLIFE CENTER
    PO BOX 326
    MILLWOOD,VA22646     		NONE PUBLIC CHARITY GENERAL 6,000
    FOXCROFT SCHOOL
    PO BOX 5555
    MIDDLEBURG,VA20118     		NONE PUBLIC CHARITY GENERAL 21,101
    FRIENDS OF SANFORD STUD FARM
    PO BOX 668
    BROADALBIN,NY12025     		NONE PUBLIC CHARITY GENERAL 35,000
    COLLEGE OF CHARLESTON FDN
    66 GEORGE STREET
    CHARLESTON,SC29424     		NONE PUBLIC CHARITY MEDWAY PLANTATION 92,500
    Total .................................bullet 3a 171,601
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 78,917  
    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 68,227  
    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)..   147,144  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13147,144
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE MEDWAY CHARITABLE TRUST
     
    Employer identification number

    45-5521136
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE MEDWAY CHARITABLE TRUST
          		Employer identification number

    45-5521136
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MEDWAY INSTITUTE
     

       
    300 MEDWAY ROAD B
     
    GOOSE CREEK, SC29445

    		$24,983


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE MEDWAY CHARITABLE TRUST
          		Employer identification number

    45-5521136
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE MEDWAY CHARITABLE TRUST
          		Employer identification number

    45-5521136
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE MEDWAY CHARITABLE TRUST
    EIN: 45-5521136
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME MUTUAL FUNDS 1,463,103 1,418,424

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE MEDWAY CHARITABLE TRUST
    EIN: 45-5521136
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 1,004,161 1,203,708
    FOREIGN STOCK 255,887 271,331
    EQUITY FUNDS 1,435,700 1,563,008

    TY 2014 OtherDecreasesSchedule
    Name:
    THE MEDWAY CHARITABLE TRUST
    EIN: 45-5521136
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE MEDWAY CHARITABLE TRUST
    EIN: 45-5521136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 12,952 12,952    
    ASSOCIATION FEES 2     2


    TY 2014 TaxesSchedule
    Name:
    THE MEDWAY CHARITABLE TRUST
    EIN: 45-5521136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 765 765   0
    FEDERAL EXCISE TAX 3,312 0   0
    QUARTERLY TAX DEPOSIT 1,104 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,279 1,279   0
    FOREIGN TAXES ON NONQUALIFIED 274 274   0