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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)655 N A1A   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JUPITER, FL33477
A Employer identification number

04-6816680
B Telephone number (see instructions)

(561) 354-2900
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$2,202,869
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 250,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 6,824 6,824  
4 Dividends and interest from securities...... 29,058 29,058  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,164
b Gross sales price for all assets on line 6a 803,991
7 Capital gain net income (from Part IV, line 2)... 57,164
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 343,046 93,046  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 38,226 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,583 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,809 0   0
25 Contributions, gifts, grants paid........ 123,115 123,115
26 Total expenses and disbursements. Add lines 24 and 25 176,924 0   123,115
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 166,122
b Net investment income (if negative, enter -0-) 93,046
c Adjusted net income (if negative, enter -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............... 114,245 302,583 302,583
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,777,068 Click to see attachment1,743,889 1,900,286
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,186 Click to see attachment18,149 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,898,499 2,064,621 2,202,869
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 20,885 20,885
29 Retained earnings, accumulated income, endowment, or other funds 1,877,614 2,043,736
30 Total net assets or fund balances (see instructions)...... 1,898,499 2,064,621
31 Total liabilities and net assets/fund balances (see instructions).. 1,898,499 2,064,621
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,898,499
2 Enter amount from Part I, line 27a..................... 2 166,122
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,064,621
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 2,064,621
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 VERIZON COMMUNICATIONS P 2013-01-02 2014-01-02
b LINKEDIN CORP CL A P 2013-01-02 2014-01-06
c CITRIX SYS INC P 2013-01-02 2014-01-08
d CITRIX SYS INC P 2013-01-02 2014-01-08
e MCDONALDS CORP P 2013-01-02 2014-01-08
PEPSICO INC P 2013-01-02 2014-01-08
STERICYCLE INC P 2013-09-20 2014-01-08
VERIZON COMMUNICATIONS P 2013-01-02 2014-01-08
AT&T INC P 2013-01-02 2014-01-09
KIMBERLY CLARK CORP P 2013-10-28 2014-01-09
MCDONALDS CORP P 2013-07-30 2014-01-09
VERIZON COMMUNICATIONS P 2013-08-27 2014-01-16
MCDONALDS CORP P 2013-08-27 2014-01-22
MCDONALDS CORP P 2013-08-27 2014-01-23
PANERA BREAD CO CL A P 2013-09-20 2014-01-30
EBAY INC P 2013-01-02 2014-01-31
KLA-TENCOR CORP P 2013-01-02 2014-01-31
PANERA BREAD CO CL A P 2013-01-02 2014-01-31
PEPSICO INC P 2013-01-02 2014-01-31
W W GRAINGER INC P 2013-01-02 2014-02-05
NATIONAL-OILWELL INC P 2013-10-28 2014-02-05
NOBLE ENERGY INC P 2013-01-02 2014-02-05
SCHLUMBERGER LTD ISIN #AN8068571086 P 2013-01-02 2014-02-05
AT&T INC P 2013-01-02 2014-02-10
BRISTOL MYERS SQUIBB CO P 2013-01-02 2014-02-10
ONE GAS INC COM P 2013-01-02 2014-02-10
W W GRAINGER INC P 2013-08-27 2014-02-11
KANSAS CITY SOUTHERN INDS INC NEW P 2013-01-02 2014-02-25
ONEOK INC NEW P 2013-01-02 2014-02-26
WILLIAMS COS INC P 2013-01-02 2014-02-26
EXPRESS SCRIPTS HLDG CO COM P 2013-08-27 2014-02-27
KANSAS CITY SOUTHERN INDS INC NEW P 2013-01-02 2014-02-27
NOBLE ENERGY INC P 2013-08-27 2014-03-13
QUALCOMM INC P 2013-09-20 2014-03-13
BRISTOL MYERS SQUIBB CO P 2013-07-30 2014-03-20
INTEL CORP P 2013-01-02 2014-03-20
WALT DISNEY CO P 2013-10-28 2014-03-27
E I DU PONT DE NEMOURS & CO P 2013-01-02 2014-03-27
JACOBS ENGR GROUP INC P 2013-01-02 2014-03-27
PRECISION CASTPARTS CORP P 2013-10-28 2014-03-27
QUALCOMM INC P 2013-01-02 2014-03-27
ABBVIE INC COM USD0.01 P 2013-12-23 2014-03-31
WALT DISNEY CO P 2013-01-02 2014-03-31
GOOGLE INC CL A P 2013-10-28 2014-04-02
E I DU PONT DE NEMOURS & CO P 2013-01-02 2014-04-03
HOME DEPOT INC P 2013-01-02 2014-04-03
INTUITIVE SURGICAL INC COM NEW STK P 2013-01-02 2014-04-03
PRECISION CASTPARTS CORP P 2013-01-02 2014-04-03
SALESFORCE COM INC COM STK P 2013-01-02 2014-04-03
AMERICAN EXPRESS CO P 2013-10-28 2014-04-08
E I DU PONT DE NEMOURS & CO P 2013-01-02 2014-04-08
PRICE T ROWE GROUP INC P 2013-01-02 2014-04-08
CATAMARAN CORP COM P 2013-01-02 2014-04-10
E I DU PONT DE NEMOURS & CO P 2013-08-27 2014-04-10
ABBVIE INC COM USD0.01 P 2013-10-28 2014-04-15
E I DU PONT DE NEMOURS & CO P 2013-08-27 2014-04-15
HOME DEPOT INC P 2013-01-02 2014-04-15
PRICE T ROWE GROUP INC P 2013-01-02 2014-04-15
AUTOMATIC DATA PROCESSING INC P 2013-01-02 2014-04-16
MATTEL INC P 2013-01-02 2014-04-16
PRICE T ROWE GROUP INC P 2013-08-27 2014-04-21
WHOLE FOODS MKT INC P 2013-01-02 2014-04-21
AMAZON COM INC P 2013-01-02 2014-04-28
BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 P 2013-01-02 2014-04-28
CELGENE CORP P 2013-10-28 2014-04-28
INTERCONTINENTAL EXCHANGE INC COM COM P 2013-10-28 2014-04-28
NXP SEMICONDUCTORS N V COM STK P 2014-01-02 2014-04-28
APPLE COMPUTER INC P 2013-01-02 2014-04-29
INTERCONTINENTAL EXCHANGE INC COM COM P 2013-01-02 2014-04-29
PRECISION CASTPARTS CORP P 2013-09-20 2014-04-29
QUALCOMM INC P 2013-01-02 2014-04-29
AMAZON COM INC P 2013-10-28 2014-04-30
EDWARDS LIFESCIENCES CORP P 2013-01-02 2014-04-30
INTERCONTINENTAL EXCHANGE INC COM COM P 2013-08-27 2014-04-30
JACOBS ENGR GROUP INC P 2013-01-02 2014-04-30
QUALCOMM INC P 2013-08-27 2014-04-30
ALEXION PHARMACEUTICALS INC P 2013-10-28 2014-05-01
GILEAD SCIENCES INC P 2014-02-05 2014-05-01
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD P 2013-01-02 2014-05-07
METLIFE INC STEP UP DUE 12-15-2017 P 2013-08-22 2014-05-07
SPDR DOW JONES REIT ETF P 2013-07-25 2014-05-07
ABBVIE INC COM USD0.01 P 2013-01-02 2014-05-13
ALEXION PHARMACEUTICALS INC P 2013-01-02 2014-05-13
AMAZON COM INC P 2013-01-02 2014-05-13
AMERICAN EXPRESS CO P 2013-01-02 2014-05-13
BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 P 2013-01-02 2014-05-13
CULLEN FROST BANKERS INC P 2013-01-02 2014-05-13
WALT DISNEY CO P 2013-09-20 2014-05-13
INTUITIVE SURGICAL INC COM NEW STK P 2013-01-02 2014-05-13
WHOLE FOODS MKT INC P 2013-01-02 2014-05-13
AMAZON COM INC P 2013-01-02 2014-05-14
CULLEN FROST BANKERS INC P 2013-01-02 2014-05-14
LINKEDIN CORP CL A P 2013-01-02 2014-05-14
CULLEN FROST BANKERS INC P 2013-01-02 2014-05-15
ABBVIE INC COM USD0.01 P 2013-01-02 2014-05-20
AMERICAN EXPRESS CO P 2013-01-02 2014-05-20
BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 P 2013-01-02 2014-05-20
LINKEDIN CORP CL A P 2013-01-02 2014-05-20
MICHAEL KORS HOLDINGS LTD COM NPV P 2013-01-02 2014-05-20
BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 P 2013-08-27 2014-05-21
ABBVIE INC COM USD0.01 P 2013-08-27 2014-05-22
AMERICAN EXPRESS CO P 2013-08-27 2014-05-22
NOW INC COM P 2013-10-28 2014-06-02
CULLEN FROST BANKERS INC P 2013-01-02 2014-06-05
GENERAL ELECTRIC CO P 2013-10-28 2014-06-05
INTEL CORP P 2013-01-02 2014-06-05
JOHNSON & JOHNSON P 2013-07-30 2014-06-05
CULLEN FROST BANKERS INC P 2013-10-28 2014-06-18
HCP, INC P 2013-07-30 2014-06-18
WILLIAMS COS INC P 2013-09-20 2014-06-18
CULLEN FROST BANKERS INC P 2013-10-28 2014-06-19
HCP, INC P 2013-07-30 2014-06-19
AMAZON COM INC P 2013-01-02 2014-06-20
EBAY INC P 2013-01-02 2014-06-20
EXPRESS SCRIPTS HLDG CO COM P 2013-01-02 2014-06-20
NOW INC COM P 2013-01-02 2014-06-20
WHOLE FOODS MKT INC P 2013-01-02 2014-06-20
EBAY INC P 2013-01-02 2014-06-30
EXPRESS SCRIPTS HLDG CO COM P 2013-01-02 2014-06-30
BOEING CO P 2013-01-02 2014-07-14
AMAZON COM INC P 2013-08-27 2014-07-15
BOEING CO P 2013-01-02 2014-07-15
TRACTOR SUPPLY CO P 2013-01-02 2014-07-15
BOEING CO P 2013-08-27 2014-07-17
HOME DEPOT INC P 2013-01-02 2014-07-17
KANSAS CITY SOUTHERN INDS INC NEW P 2013-08-27 2014-07-17
TRACTOR SUPPLY CO P 2013-01-02 2014-07-17
TWENTY-FIRST CENTY FOX INC CL A CL A P 2013-01-02 2014-07-17
GLAXO PLC P 2013-01-02 2014-08-01
LAUDER ESTEE COS INC CL A P 2013-01-02 2014-08-18
MONSANTO CO NEW P 2013-01-02 2014-08-18
NATIONAL-OILWELL INC P 2013-01-02 2014-08-18
VALMONT INDS INC COM P 2013-01-02 2014-08-18
EATON CORP PLC COM USD0.50 P 2013-01-02 2014-08-18
MICHAEL KORS HOLDINGS LTD COM NPV P 2013-01-02 2014-08-18
MASTERCARD INC CL A P 2013-10-28 2014-08-21
MICHAEL KORS HOLDINGS LTD COM NPV P 2013-08-27 2014-08-21
MONSANTO CO NEW P 2013-01-02 2014-08-26
NATIONAL-OILWELL INC P 2013-08-27 2014-08-26
RLTY INC CORP COM P 2013-01-02 2014-09-08
PALO ALTO NETWORKS INC COM USD0.0001 P 2014-07-17 2014-09-10
SERVICENOW INC COM USD0.001 P 2013-01-02 2014-09-10
STERICYCLE INC P 2013-10-28 2014-09-24
ALLERGAN INC P 2014-12-12 2014-12-12
ALLIANCE DATA SYSTEMS CORP P 2013-01-02 2014-12-12
AMERIPRISE FINANCIAL INC P 2013-01-02 2014-12-12
BORG WARNER AUTOMOTIVE INC P 2013-01-02 2014-12-12
CATAMARAN CORP COM P 2013-01-02 2014-12-12
CHURCH & DWIGHT INC P 2014-05-20 2014-12-12
CITIGROUP INC COM NEW COM NEW P 2013-01-02 2014-12-12
CUMMINS ENGINE INC P 2013-01-02 2014-12-12
EOG RES INC P 2013-01-02 2014-12-12
EDWARDS LIFESCIENCES CORP P 2013-01-02 2014-12-12
GOODYEAR TIRE & RUBBER CO P 2013-01-02 2014-12-12
HCA HLDGS INC COM P 2013-01-02 2014-12-12
INTUITIVE SURGICAL INC COM NEW STK P 2013-01-02 2014-12-12
KANSAS CITY SOUTHERN INDS INC NEW P 2014-01-24 2014-12-12
LAUDER ESTEE COS INC CL A P 2013-01-02 2014-12-12
MOHAWK INDS INC P 2013-01-02 2014-12-12
PALO ALTO NETWORKS INC COM USD0.0001 P 2013-01-02 2014-12-12
QUANTA SERVICES INC P 2014-09-22 2014-12-12
REGENERON PHARMACEUTICALS INC P 2013-01-02 2014-12-12
SERVICENOW INC COM USD0.001 P 2013-01-02 2014-12-12
SPIRIT AIRLS INC COM P 2013-01-02 2014-12-12
TJX COS INC NEW P 2013-01-02 2014-12-12
TOLL BROTHERS INC P 2013-01-02 2014-12-12
TRIMBLE NAVIGATION LTD P 2013-01-02 2014-12-12
VALMONT INDS INC COM P 2014-04-03 2014-12-12
WHIRLPOOL CORP P 2013-01-02 2014-12-12
YUM BRANDS INC P 2013-01-02 2014-12-12
NXP SEMICONDUCTORS N V COM STK P 2013-01-02 2014-12-12
SENSATA TECHNOLOGIES HLDG NV P 2013-01-02 2014-12-12
ALLERGAN INC P 2014-12-12 2014-12-15
ALLERGAN INC P 2014-12-12 2014-12-16
NOVO NORDISK A S ADR P 2014-12-12 2014-12-16
VERTEX PHARMACEUTICALS INC P 2014-12-12 2014-12-16
VERTEX PHARMACEUTICALS INC P 2014-12-12 2014-12-17
DUNKIN BRANDS GROUP INC COM P 2014-12-12 2014-12-18
DUNKIN BRANDS GROUP INC COM P 2014-12-12 2014-12-19
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD P 2013-04-23 2014-05-07
SPDR DOW JONES REIT ETF P 2013-04-23 2014-05-07
CULLEN FROST BANKERS INC P 2013-07-30 2014-08-01
GLAXO PLC P 2013-07-30 2014-08-01
NATIONAL-OILWELL INC P 2013-08-27 2014-08-29
APPLE COMPUTER INC P 2013-07-30 2014-09-08
RLTY INC CORP COM P 2013-07-30 2014-09-08
MONSANTO CO NEW P 2013-09-20 2014-09-24
STERICYCLE INC P 2013-01-02 2014-09-24
CDK GLOBAL INC COM P 2013-07-30 2014-10-01
CDK GLOBAL INC COM P 2013-07-30 2014-11-03
HCP, INC P 2013-01-02 2014-11-03
HALYARD HEALTH INC COM P 2013-10-28 2014-11-03
INTEL CORP P 2013-07-30 2014-11-03
ABBVIE INC COM USD0.01 P 2013-10-28 2014-11-19
CHEVRONTEXACO CORP P 2013-07-30 2014-11-19
CISCO SYS INC P 2013-07-30 2014-11-19
COCA COLA CO P 2013-07-30 2014-11-19
GENERAL ELECTRIC CO P 2013-10-28 2014-11-19
HCP, INC P 2013-01-02 2014-11-19
HALYARD HEALTH INC COM P 2013-01-02 2014-11-19
JOHNSON & JOHNSON P 2013-07-30 2014-11-19
MICROSOFT CORP COM P 2013-10-28 2014-11-19
SPECTRA ENERGY CORP COM STK P 2013-10-28 2014-11-19
US BANCORP DEL NEW P 2013-07-30 2014-11-19
ALEXION PHARMACEUTICALS INC P 2013-09-20 2014-12-12
AMERICAN TOWER CORP P 2013-01-02 2014-12-12
APPLE COMPUTER INC P 2013-01-02 2014-12-12
ARM HLDGS PLC SPONSORED ADR P 2013-01-02 2014-12-12
CATAMARAN CORP COM P 2013-01-02 2014-12-12
CELGENE CORP P 2013-01-02 2014-12-12
CHURCH & DWIGHT INC P 2013-01-02 2014-12-12
CUMMINS ENGINE INC P 2013-01-02 2014-12-12
DANAHER CORP P 2013-01-02 2014-12-12
EDWARDS LIFESCIENCES CORP P 2013-01-02 2014-12-12
GILEAD SCIENCES INC P 2013-01-02 2014-12-12
GOOGLE INC CL A P 2013-01-02 2014-12-12
GOOGLE INC COM USD0.001 CL'C' P 2013-01-02 2014-12-12
INTUITIVE SURGICAL INC COM NEW STK P 2013-01-02 2014-12-12
KANSAS CITY SOUTHERN INDS INC NEW P 2013-08-27 2014-12-12
LAUDER ESTEE COS INC CL A P 2013-01-02 2014-12-12
PRICELINE COM INC COM P 2013-01-02 2014-12-12
REGENERON PHARMACEUTICALS INC P 2013-01-02 2014-12-12
SCHLUMBERGER LTD ISIN #AN8068571086 P 2013-10-28 2014-12-12
STARBUCKS CORP P 2013-01-02 2014-12-12
TRIMBLE NAVIGATION LTD P 2013-01-02 2014-12-12
VALMONT INDS INC COM P 2013-01-02 2014-12-12
YUM BRANDS INC P 2013-01-02 2014-12-12
EATON CORP PLC COM USD0.50 P 2013-01-02 2014-12-12
NXP SEMICONDUCTORS N V COM STK P 2013-01-02 2014-12-12
ALEXION PHARMACEUTICALS INC P 2013-09-20 2014-12-15
ALEXION PHARMACEUTICALS INC P 2013-09-20 2014-12-15
ALTRIA GROUP INC P 2013-01-02 2014-12-16
APPLE COMPUTER INC P 2013-01-02 2014-12-16
CULLEN FROST BANKERS INC P 2013-01-02 2014-12-16
GILEAD SCIENCES INC P 2013-01-02 2014-12-16
ONEOK INC NEW P 2013-01-02 2014-12-16
TUPPERWARE CORP P 2013-01-02 2014-12-16
GILEAD SCIENCES INC P 2013-08-27 2014-12-17
TUPPERWARE CORP P 2013-01-02 2014-12-17
SCHLUMBERGER LTD ISIN #AN8068571086 P 2013-10-28 2014-12-30
SCHLUMBERGER LTD ISIN #AN8068571086 P 2013-01-02 2014-12-30
CAPITAL DISTRIBUTION P 2013-01-02 2014-12-31
(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 2,256   2,223 33
b 1,226   1,456 -230
c 1,771   2,123 -352
d 1,832   1,964 -132
e 2,187   2,194 -7
2,323   2,354 -31
1,044   1,049 -5
2,524   2,439 85
2,363   2,487 -124
1,140   1,185 -45
4,400   4,521 -121
2,475   2,390 85
1,139   1,142 -3
2,571   2,569 2
840   845 -5
1,538   1,588 -50
3,436   3,194 242
3,689   3,642 47
7,238   7,182 56
2,100   2,413 -313
1,318   1,488 -170
1,106   1,321 -215
1,210   1,312 -102
3,491   3,786 -295
2,923   2,525 398
2,064   1,726 338
2,378   2,494 -116
2,049   2,665 -616
3,876   3,238 638
4,477   4,041 436
1,863   1,601 262
2,049   2,450 -401
3,075   2,855 220
1,964   1,813 151
4,896   3,936 960
5,941   5,665 276
1,334   1,174 160
1,529   1,469 60
1,571   1,537 34
1,467   1,522 -55
1,503   1,301 202
1,228   1,267 -39
1,197   1,017 180
2,264   2,041 223
1,222   1,107 115
1,426   1,433 -7
1,604   1,315 289
1,026   973 53
2,229   2,129 100
1,296   1,246 50
1,873   1,645 228
1,747   1,677 70
3,305   4,265 -960
1,610   1,364 246
1,173   1,232 -59
1,455   1,250 205
1,573   1,626 -53
1,711   1,582 129
2,472   2,419 53
9,292   10,238 -946
1,934   1,703 231
1,604   2,081 -477
2,313   2,987 -674
1,355   1,760 -405
1,401   1,570 -169
1,202   1,163 39
1,538   1,186 352
1,778   1,619 159
1,816   1,640 176
1,502   1,396 106
1,570   1,341 229
1,508   1,806 -298
1,140   1,049 91
3,058   2,729 329
4,937   5,069 -132
4,787   4,036 751
1,290   990 300
1,352   1,352 0
32,577   32,481 96
50,424   49,204 1,220
16,228   15,630 598
1,095   1,007 88
1,294   973 321
1,824   2,140 -316
1,606   1,460 146
1,211   1,365 -154
1,065   1,057 8
1,640   1,307 333
2,202   2,612 -410
1,612   2,259 -647
2,406   2,597 -191
1,264   1,278 -14
1,311   2,143 -832
364   370 -6
1,872   1,530 342
1,657   1,464 193
844   962 -118
1,495   2,345 -850
1,467   1,217 250
1,526   1,728 -202
2,416   1,921 495
3,175   2,604 571
8   8 0
1,758   1,668 90
663   654 9
3,357   2,860 497
616   559 57
1,416   1,290 126
2,624   2,897 -273
2,933   1,870 1,063
392   358 34
776   847 -71
2,580   2,318 262
1,912   2,023 -111
2,602   2,431 171
693   588 105
2,927   3,902 -975
5,202   5,285 -83
3,113   2,781 332
2,986   3,115 -129
1,415   1,123 292
2,072   1,876 196
1,768   2,033 -265
4,569   3,730 839
6,753   6,351 402
1,023   955 68
4,911   4,963 -52
7,888   7,619 269
5,098   5,565 -467
2,681   2,569 112
2,628   2,498 130
2,716   2,312 404
1,735   1,897 -162
1,510   1,519 -9
1,506   1,405 101
1,386   1,314 72
2,128   1,866 262
2,581   2,382 199
1,972   1,520 452
1,796   1,636 160
1,386   1,088 298
1,928   1,886 42
1,390   1,393 -3
2,096   2,097 -1
11,046   10,017 1,029
11,487   9,792 1,695
8,467   9,758 -1,291
7,806   7,274 532
1,296   1,153 143
8,407   7,718 689
2,832   2,986 -154
10,479   11,997 -1,518
4,667   2,824 1,843
9,951   9,615 336
11,819   8,052 3,767
5,085   4,515 570
1,768   1,586 182
1,614   1,514 100
12,119   10,479 1,640
6,316   3,725 2,591
3,864   5,294 -1,430
4,208   3,017 1,191
5,704   5,303 401
8,039   7,395 644
4,491   4,074 417
9,112   10,239 -1,127
2,106   2,887 -781
647   764 -117
13,504   10,978 2,526
3,524   3,504 20
6,251   4,579 1,672
11,115   9,380 1,735
2,298   2,307 -9
2,079   2,097 -18
610   627 -17
1,112   1,201 -89
441   480 -39
807   890 -83
500   562 -62
2,506   2,536 -30
4,869   4,896 -27
2,365   2,214 151
4,097   4,376 -279
2,156   1,652 504
5,912   3,896 2,016
2,244   2,183 61
1,267   1,167 100
4,169   4,126 43
17   18 -1
904   739 165
3,452   3,459 -7
28   27 1
7,964   5,445 2,519
261   198 63
233   251 -18
159   154 5
176   161 15
161   157 4
3,035   2,966 69
650   552 98
216   186 30
192   142 50
193   179 14
175   152 23
1,134   690 444
4,469   3,401 1,068
13,440   8,851 4,589
4,094   4,228 -134
2,075   2,021 54
5,784   3,833 1,951
5,793   4,684 1,109
5,238   4,741 497
8,428   6,794 1,634
7,000   3,877 3,123
6,324   4,010 2,314
3,679   3,336 343
6,265   5,477 788
5,085   3,820 1,265
3,314   3,182 132
5,429   5,025 404
6,658   5,999 659
5,050   3,450 1,600
642   744 -102
1,837   1,701 136
3,510   3,408 102
4,010   4,402 -392
4,478   4,322 156
4,955   4,852 103
6,251   3,176 3,075
373   230 143
551   345 206
3,745   2,747 998
5,636   3,728 1,908
3,934   4,014 -80
917   562 355
4,457   4,595 -138
1,167   1,675 -508
912   531 381
2,057   2,907 -850
865   930 -65
1,213   1,237 -24
217     217
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       33
b       -230
c       -352
d       -132
e       -7
      -31
      -5
      85
      -124
      -45
      -121
      85
      -3
      2
      -5
      -50
      242
      47
      56
      -313
      -170
      -215
      -102
      -295
      398
      338
      -116
      -616
      638
      436
      262
      -401
      220
      151
      960
      276
      160
      60
      34
      -55
      202
      -39
      180
      223
      115
      -7
      289
      53
      100
      50
      228
      70
      -960
      246
      -59
      205
      -53
      129
      53
      -946
      231
      -477
      -674
      -405
      -169
      39
      352
      159
      176
      106
      229
      -298
      91
      329
      -132
      751
      300
      0
      96
      1,220
      598
      88
      321
      -316
      146
      -154
      8
      333
      -410
      -647
      -191
      -14
      -832
      -6
      342
      193
      -118
      -850
      250
      -202
      495
      571
      0
      90
      9
      497
      57
      126
      -273
      1,063
      34
      -71
      262
      -111
      171
      105
      -975
      -83
      332
      -129
      292
      196
      -265
      839
      402
      68
      -52
      269
      -467
      112
      130
      404
      -162
      -9
      101
      72
      262
      199
      452
      160
      298
      42
      -3
      -1
      1,029
      1,695
      -1,291
      532
      143
      689
      -154
      -1,518
      1,843
      336
      3,767
      570
      182
      100
      1,640
      2,591
      -1,430
      1,191
      401
      644
      417
      -1,127
      -781
      -117
      2,526
      20
      1,672
      1,735
      -9
      -18
      -17
      -89
      -39
      -83
      -62
      -30
      -27
      151
      -279
      504
      2,016
      61
      100
      43
      -1
      165
      -7
      1
      2,519
      63
      -18
      5
      15
      4
      69
      98
      30
      50
      14
      23
      444
      1,068
      4,589
      -134
      54
      1,951
      1,109
      497
      1,634
      3,123
      2,314
      343
      788
      1,265
      132
      404
      659
      1,600
      -102
      136
      102
      -392
      156
      103
      3,075
      143
      206
      998
      1,908
      -80
      355
      -138
      -508
      381
      -850
      -65
      -24
      217
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 57,164
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 80,571 1,298,775 0.062036
2012 119,609 106,319 1.125001
2011 92,047 67,017 1.373487
2010 119,204 101,050 1.179654
2009 111,174 121,336 0.916249
2 Total of line 1, column (d) ...................... 2 4.656427
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 0.931285
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,900,671
5 Multiply line 4 by line 3....................... 5 1,770,066
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 930
7 Add lines 5 and 6......................... 7 1,770,996
8 Enter qualifying distributions from Part XII, line 4.............. 8 123,115
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 1,861
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 1,861
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 1,861
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,619
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,619
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 245
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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)
    bulletFL
    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. Click to see attachment...............................
    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 addressbulletN/A
    14
    The books are in care ofbulletJOHN J TAYLOR III Telephone no.bullet (561) 354-2900
    Located atbullet655 N A1AJUPITERFL ZIP+4bullet33477
    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
     
     
    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
    JOHN J TAYLOR III TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    EDUARDA M TAYLOR TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    STUART M CABLE TRUSTEE
    0.00
    0 0 0
    293 FULLER STREET
    WEST NEWTON,MA02165
    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 NONE 0
    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 N/A 0
    2  
    All other program-related investments. See 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
    1,839,275
    b
    Average of monthly cash balances.......................
    1b
    90,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,929,615
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,929,615
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,944
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,900,671
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    95,034
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    95,034
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,861
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    93,173
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    93,173
    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
    93,173
    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
    123,115
    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
     
    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
    123,115
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    123,115
    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 93,173
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 105,159
    b From 2010....... 114,193
    c From 2011....... 88,824
    d From 2012....... 114,301
    e From 2013....... 52,013
    fTotal of lines 3a through e......... 474,490
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 123,115
    a Applied to 2013, 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 2014 distributable amount..... 93,173
    e Remaining amount distributed out of corpus 29,942
    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 5 504,432
    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 ..........
    0
    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) ...
    105,159
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    399,273
    10 Analysis of line 9:
    a Excess from 2010.... 114,193
    b Excess from 2011.... 88,824
    c Excess from 2012.... 114,301
    d Excess from 2013.... 52,013
    e Excess from 2014.... 29,942
    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
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETON,RI02842
    N/A PUBLIC CHARITY LAND PRESERVATION 2,100
    CHILDREN'S HOME SOCIETY OF FLORIDA
    3333 FOREST HILL BOULEVARD
    WEST PALM BEACH,FL33406
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 4,800
    PA MASS CHALLENGE
    77 4TH AVENUE
    NEECHAM,MA02494
    N/A PUBLIC CHARITY FUND RAISING FRO CANCER RESEARCH AND TREATMENT 5,000
    SAIL NEWPORT
    60 FORT ADAMS DR
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATION 10,000
    SAIL TO PREVAIL
    PO BOX 1264
    NEWPORT,RI02840
    N/A PUBLIC CHARITY ASSIST DISABLED CHILDREN AND ADULTS 4,865
    SALVE REGINA COLLEGE
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840
    N/A PUBLIC CHARITY STUDENT SCHOLARSHIPS 2,000
    PRESERVATION FOUNDATION OF PALM BEACH
    311 PERUVIAN AVE
    PALM BEACH,FL33480
    N/A PUBLIC CHARITY BUILDING PRESERVATION 5,000
    THE MUSTARD SEED MINISTRIES
    PO BOX 3612
    FT PIERCE,FL03494
    N/A PUBLIC CHARITY ASSIST INDIVIUDUALS IN NEED 1,000
    THE PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    N/A PUBLIC CHARITY BUILDING PRESERVATION 2,500
    ALDEN PETTENGILL FOUNDATIONS INC
    27 ROCKLAND STREET
    SOUTH DARTMOUTH,MA02748
    N/A PUBLIC CHARITY MEDICAL RESEACH 500
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02494
    N/A PUBLIC CHARITY EDUCATION 4,000
    IYRS SCHOOL OF TECHNOLOGY & TRADES
    449 THAMES STREET
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATION 6,000
    NEWPORT FILM
    174 BELLEVUE AVENUE SUITE 314
    NEWPORT,RI02840
    N/A PUBLIC CHARITY PROMOTE THE ARTS 360
    BOYS & GIRLS CLUBS
    95 CHURCH STREET
    NEWPORT,RI02840
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 30,000
    QUANTUM HOUSE
    901 45TH STREET
    WEST PALM BEACH,FL33407
    N/A PUBLIC CHARITY ASSIST INDIVIUDUALS IN NEED 2,500
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840
    N/A PUBLIC CHARITY RAISE MONEY FOR CRITICAL PROGRAMS AND EQUIPMENT 1,390
    THE KINGS COLLEGE
    52 BROADWAY 5TH FLOOR
    NEW YOK,NY10004
    N/A PUBLIC CHARITY EDUCATION 5,000
    EASTER SEALS
    2010 MIZELL AVE
    WINTER PAK,FL32792
    N/A PUBLIC CHARITY PROVIDE SERVICES TO DISABLE CHILDREN AND ADULTS 9,500
    HOSITAL ALBERT SCHWEITZER (HAS)
    2840 LIBERTY AVE SUITE 21
    PITTSBURGH,PA16222
    N/A PUBLIC CHARITY PROVIDE MEDICAL SERVICES TO HAITI 2,500
    ST HELENA HOSPITAL
    10 WOODLAND ROAD
    ST HELENA,CA94574
    N/A PUBLIC CHARITY PROVIDE MEDICAL SERVICES 5,000
    HEARING THE OVARIAN CANCER WHISPER (HOW)
    700 SOUTH DIXIE HIGHWAY SUITE 25
    WEST PALM BEACH,FL33401
    N/A PUBLIC CHARITY MEDICAL RESEACH 5,000
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401
    N/A PUBLIC CHARITY PROMOTE THE ARTS 2,000
    PALM BEACH ZOO & CONSERVATION SOCEITY
    1301 SUMMIT BLVD
    WEST PALM BEACH,FL33405
    N/A PUBLIC CHARITY EDUCATION 9,600
    BOSTON CHILDREN'S MUSEUM
    308 CONGRESS STREET
    BOSTON,MA02210
    N/A PUBLIC CHARITY EDUCATION 2,500
    Total .................................bullet 3a 123,115
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 6,824  
    4 Dividends and interest from securities....     14 29,058  
    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 57,164  
    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 93,046 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1393,046
    (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.)
    7 N/A
    8 N/A
    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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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
    J J TAYLOR COMPANIES INC
     

       
    655 NORTH A1A
     
    JUPITER, FL33477

    $250,000


    (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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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 InvestmentsOtherSchedule2
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES. COMMON STOCK. NOPAR (ABT) FMV 5,499 5,628
    ABBVIE INC COM USD0.01 (ABBV) FMV 12,168 16,556
    ALTRIA GROUP INC COM (MO) FMV 6,833 9,460
    ANALOG DEVICES. INC., COMMON STOCK, $.16 2/3 PAR (ADO FMV 11,412 12,659
    AUTOMATIC DATA PROCESSING INC COM (ADP) FMV 5,234 6,920
    BAXTER INTL INC COMMON STOCK (BAX) FMV 12,953 13,412
    BLACKROCK INC COM STK (BLK) FMV 13,388 16,090
    CHEVRON CORP COM (CVX) FMV 15,145 13,686
    CISCO SYSTEMS INC COMMON STOCK (CSCO) FMV 13,294 14,964
    COCA COLA CO COM (KO) FMV 11,238 11,864
    EMERSON ELECTRIC CO COM (EMR) FMV 14,838 14,753
    GENERAL ELECTRIC CO (GE) FMV 13,675 13,974
    HEALTH CARE REIT INC COM (HCN) FMV 10,785 12,637
    HERSHEY COMPANY COM STK USD1 (HSY) FMV 9,542 10,601
    JOHNSON &JOHNSON COM USD1 (JNJ) FMV 16,072 18,195
    JPMORGAN CHASE & CO COM (JPM) FMV 11,484 11,828
    KIMBERLY-CLARK CORP. COMMON STOCK $5 PAR (KMB) FMV 13,458 16,407
    KINDER MORGAN INC DEL COM (KMI) FMV 3,456 3,808
    KRAFT FOODS GROUP INC COM (KRFT) FMV 13,618 15,226
    LOCKHEED MARTIN CORP COM (LMT) FMV 11,267 17,139
    LYONDELLBASELL INDUSTRIES N V COM USD0.01 CLASS 'A' (LYB) FMV 9,320 9,209
    MARSH & MCLENNAN CO'S INC. COMMON STOCK. $1 PAR ININTC) FMV 5,061 5,610
    MC DONALDS CORP. COMMON STOCK. NO PAR (MCD) FMV 12,732 12,275
    MERCK & CO INC NEW COM (MRK) FMV 10,521 12,494
    MICROSOFT CORP COM (MSFT) FMV 10,512 14,864
    NEXTERA ENERGY INC COM (NEE) FMV 11,569 13,393
    PAYCHEX INC. COMMON STOCK (PAYX) FMV 10,284 11,543
    PEPSICO INC COM (PEP) FMV 9,471 9,929
    PHILIP MORRIS INTL COM STK NPV (PM) FMV 11,560 10,507
    PNC FINANCIAL SERVICES GROUP COM STK (PNC) FMV 8,025 8,302
    PROCTER & GAMBLE COM NPV (PG) FMV 11,199 12,662
    QUALCOMM INC COM (QCOM) FMV 10,386 11,595
    SPECTRA ENERGY CORP COM STK (SE) FMV 11,539 12,306
    US BANCORP (USB) FMV 12,367 14,744
    VENTAS INC REIT (VTR) FMV 10,012 11,042
    WILLIAMS COMPANY INC COMMON STOCK $1 PAR (WMB) FMV 6,996 9,303
    3M CO COM (MMM) FMV 14,447 18,075
    GALLAGHER ARTHUR J & CO COM (AJG) FMV 7,433 7,815
    GENUINE PARTS CO COM (GPC) FMV 6,665 8,739
    MAXIM INTEGRATED PRODS INC COMMON STOCK (MXIM) FMV 7,271 6,948
    ONEOK INC COM STK ( OKE) FMV 4,087 4,481
    WISCONSIN ENERGY COMMON STOCK (WEC) FMV 9,218 11,497
    BCE INC COM NEW (BCE) FMV 7,753 8,392
    NOVARTIS AG (NVS) FMV 10,388 12,972
    ABBOTT LABORATORIES. COMMON STOCK, NO PAR (ABT) FMV 9,353 9,544
    ACTAVIS PLC COM (ACT) FMV 10,684 10,554
    ADOBE SYS INC COM (ADBE) FMV 8,736 8,215
    ALEXION PHARMACEUTICALS INC COM (ALXN) FMV 4,236 7,401
    AMAZON COM INC COM (AMZN) FMV 13,386 13,655
    AMERICAN TOWER CORP (AMT) FMV 4,935 6,524
    APPLE INC COM STK (AAPL) FMV 20,337 29,471
    BIOGEN IDEC INC COM STK 11311B) FMV 12,781 16,973
    BOEING CO COM (BA) FMV 7,648 8,189
    BRISTOL MYERS SQUIBB CO COMMON STOCK (BMY) FMV 12,648 12,573
    CELGENE CORP COM (CELG) FMV 8,171 13,199
    CHIPOTLE MEXICAN GRILL INC COM STK (CMG) FMV 6,613 6,845
    COSTCO WHOLESALE CORP NEW COM (COST) FMV 8,639 10,206
    FACEBOOK INC CL A CL A (TB) FMV 15,207 20,987
    GILEAD SCIENCES INC (GILD) FMV 5,315 8,201
    GOOGLE INC CL A (GOOGL) FMV 6,426 7,960
    GOOGLE INC COM USD0.001 CL'C' (GOOG) FMV 7,134 7,896
    ILLUMINA INC COM (ILMN) FMV 9,145 9,044
    LINKEDIN CORP CL A ILNKD) FMV 10,620 11,026
    MARRIOTT INTL INC NEW COM STK CL A (MAR) FMV 8,060 8,115
    MASTERCARD INC CL A (MA) FMV 29,198 33,430
    MCGRAW HILL FINANCIAL INC (MHFI) FMV 5,363 5,339
    MEAD JOHNSON NUTRITION COM USD0.01 (MJN) FMV 3,257 3,318
    MONDELEZ INTL INC COM (MDLZ) FMV 6,922 6,684
    MONSANTO CO NEW COM (MON) FMV 9,864 10,872
    MORGAN STANLEY COM STK USD0.01 (MS) FMV 8,428 8,924
    NETFLIX INC COM STK (NFLX) FMV 7,044 7,174
    NIKE INC CL B CL B (NKE) FMV 9,874 12,788
    O REILLY AUTOMOTIVE INC NEW COM USD0.01 (ORLY) FMV 7,147 7,127
    PERRIGO COMPANY LIMITED COM EUR0.001 (PRGO) FMV 3,215 3,343
    PRECISION CASTPARTS CORP COM (PCP) FMV 7,493 8,190
    SALESFORCE COM INC COM STK (CRM) FMV 8,912 10,972
    SCHLUMBERGER LTD COM COM (SIB) FMV 11,056 9,737
    STARBUCKS CORP COM (SBUX) FMV 6,921 7,959
    TESLA MTRS INC COM (ISLA) FMV 4,586 4,893
    THE PRICELINE GROUP INC (PCLN) FMV 9,841 10,262
    TJX COS INC COMMON NEW (TJX) FMV 3,784 4,389
    TWENTY-FIRST CENTY FOX INC CL A CL A (FOXA) FMV 6,436 6,644
    TWITTER INC COM (TWTR) FMV 5,873 5,667
    UNION PAC CORP COM (UNP) FMV 8,700 9,054
    VERTEX PHARMACEUTICALS INC COM (VRTX) FMV 5,165 5,108
    VMWARE INC CL A COM CL A COM IVMW) FMV 2,543 2,723
    WALT DISNEY CO IDIS) FMV 8,622 11,303
    BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010 IBMRN) FMV 8,273 8,046
    CONCHO RES INC COM STK (CXO) FMV 5,105 5,885
    DUNKIN BRANDS GROUP INC COM (DNKN) FMV 1,827 1,663
    FLEETCOR TECHNOLOGIES INC COM (FIT) FMV 6,661 7,138
    INCYTE CORP COM (INCY) FMV 2,354 2,266
    MICHAEL KORS HOLDINGS LTD COM NPV (KORS) FMV 3,099 3,004
    RED HAT INC COM (RHT) FMV 6,367 7,536
    SBA COMMUNICATIONS CORP CL A COM (SBAC) FMV 5,328 5,316
    SPLUNK INC COMSTK COM USD0.001 (SPLK) FMV 7,146 5,541
    TIFFANY & CO COMMON STOCK (TIF) FMV 8,086 8,228
    TRIPADVISOR INC COM COM STK (TRIP) FMV 4,359 4,480
    UNDER ARMOUR INC CL A (UA) FMV 6,541 6,383
    WORKDAY INC CL A COM USD0.00 I (WDAY) FMV 5,523 5,468
    CANADIAN PAC RY LTD COM CANADIAN PACIFICRAILWAY LTD (CP) FMV 7,722 8,286
    NOVO-NORDISK A S ADR (NVO) FMV 10,342 9,776
    ARM HLDS PLC SPONSORED ISIN US0420681068 (ARMH) FMV 5,293 5,602
    SHIRE PLC ADR (SHPG) FMV 6,610 6,589
    ALIBABA GROUP HLDG LTD-SP ADR (BABA) FMV 10,496 10,290
    FIREEYE INC COM (FEYE) FMV 3,361 3,600
    SPDR S&P 500 ETF TRUST (SPY) FMV 45,432 55,485
    MFC !SHARES CORE S&P MID-CAP ETF (UN FMV 64,002 76,020
    SPDR DOW JONES REIT ETF (RWR) FMV 59,185 72,720
    MFC !SHARES TR CORE S&P SMALL-CAP ETF (IJR) FMV 51,143 61,022
    MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF (VEU) FMV 9,301 9,372
    MFC VANGUARD FTSE EMERGING MKTS ETF (VWO) FMV 8,057 8,004
    J P MORGAN CHASE & CO MEDIUM TERM SR NTSTRANCHE # SR 00208 1.1% DUE 10-15-20 FMV 49,972 50,090
    WELLS FARGO & CO NEW MEDIUM TERM SR TRANCHE # SR 00125 1.5% DUE 07-01-2015 R FMV 50,628 50,268
    2016 AMERICAN EXPRESS CREDIT 1.3% DUE 07-29-2016 REG FMV 50,112 50,218
    BERKSHIRE HATHAWAY FINANCE CORP .95% DUE08-15-2016 REG FMV 49,799 50,165
    DISNEY WALT CO NEW MEDIUM TERM NTS BOOK ENTRY MEDIUM TERM NOTES 1.35% DUE FMV 50,661 50,470
    2017 GENERAL ELEC CAP CORP MEDIUM TERM NTS 2.3% DUE 04-27-2017 (MTN1) FMV 50,849 51,213
    INTEL CORP 1.35% DUE 12-15-2017 REG FMV 49,286 49,927
    2018 CHEVRON CORP NEW FORMERLY CHEVRONTEXACO CORP TO 05/09/2005 1.718% DUE 0 FMV 49,904 50,253
    MFC (SHARES 1-3 YEAR CREDIT BOND ETF (CSJ) FMV 31,653 31,554
    2016 BANK NOVA SCOTIA B C 1.375% DUE 07-15-2016 REG FMV 50,229 50,334
    MFC !SHARES IBOXX $ HIGH YIELD CORPORATEBOND ETF IHYG) FMV 64,745 62,720
    MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD (GUNR) FMV 19,945 18,372
    AT&T INC COM (T) FMV 0 0
    HCP INC COM REIT (HCP) FMV 0 0
    INTEL CORP COM (INTC) FMV 0 0
    CULLEN / FROST BANKERS INC COM (CFR) FMV 0 0
    MATTEL INC COM STOCK $1.00 PAR (MAT) FMV 0 0
    REALTY INCOME CORP COM (O) FMV 0 0
    TUPPERWARE BRANDS CORPORATION (TUP) FMV 0 0
    GLAXOSMITHKLINE PLC SPONSORED ADR (GSK) FMV 0 0
    AMERICAN EXPRESS CO., COMMON STOCK, FMV 0 0
    AMERIPRISE FINL INC COM (AMP) FMV 0 0
    CUMMINS INC (CMI) FMV 0 0
    DANAHER CORP. COMMON STOCK $.01 PAR FMV 0 0
    DU PONT E I DE NEMOURS & CO COM STK (DD) FMV 0 0
    EATON CORP PLC COM USD0.50 (ETN) FMV 0 0
    EBAY INC COM USD0.001 (EBAY) FMV 0 0
    ESTEE LAUDER COMPANIES INC CL A USD0.01 FMV 0 0
    EXPRESS SCRIPTS HLDG CO COM (ESRX) FMV 0 0
    GRAINGER, W. W., INC., COMMON STOCK, $1 FMV 0 0
    HOME DEPOT INC., COMMON STOCK, $.05 PAR FMV 0 0
    INTERCONTINENTALEXCHANGE GROUP INC COM FMV 0 0
    INTUITIVE SURGICAL INC COM NEW STK FMV 0 0
    NATIONAL OILWELL VARCO COM STK (NOV) FMV 0 0
    NOBLE ENERGY INC COM (NBL) FMV 0 0
    PRICE T ROWE GROUP INC COM (TROW) FMV 0 0
    PRICELINE COM INC COM NEW STK (PCLN) FMV 0 0
    REGENERON PHARMACEUTICALS INC COM (REGN) FMV 0 0
    VERIZON COMMUNICATIONS COM (VZ) FMV 0 0
    WHOLE FOODS MKT INC COM (WFM) FMV 0 0
    YUM BRANDS INC COM (YUM) FMV 0 0
    CHURCH & DWIGHT INC COM (CHD) FMV 0 0
    CITRIX SYS INC COMMON STOCK (CTXS) FMV 0 0
    EDWARDS LIFESCIENCES CORP COM (EW) FMV 0 0
    JACOBS ENGR GROUP INC COM (JEC) FMV 0 0
    KANSAS CITY SOUTHN (KSU) FMV 0 0
    KLA-TENCOR CORP (KLAC) FMV 0 0
    PANERA BREAD CO CL A (PNRA) FMV 0 0
    STERICYCLE INC COM (SRCL) FMV 0 0
    TRACTOR SUPPLY CO COM (TSCO) FMV 0 0
    TRIMBLE NAV LTD COM (TRMB) FMV 0 0
    VALMONT INDS INC COM (VMI) FMV 0 0
    CATAMARAN CORP COM (CTRX) FMV 0 0
    NXP SEMICONDUCTORS N V COM STK (NXPI) FMV 0 0
    MFC ISHARES CORE S&P MID-CAP ETF (IJH) FMV 0 0
    MFC ISHARES TR CORE S&P SMALL-CAP ETF FMV 0 0
    AMERICAN EXPRESS CREDIT 1.3% DUE FMV 0 0
    GENERAL ELEC CAP CORP MEDIUM TERM NTS FMV 0 0
    METLIFE INC STEP UP DUE 12-15-2017 REG FMV 0 0
    CHEVRON CORP NEW FORMERLY CHEVRONTEXACO FMV 0 0
    BANK NOVA SCOTIA B C 1.375% DUE FMV 0 0
    MFC FLEXSHARES TR IBOXX 3 YR TARGET FMV 0 0
    MFC ISHARES IBOXX $ HIGH YIELD FMV 0 0

    TY 2014 OtherAssetsSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM TRUSTEES 6,401 15,286 0
    MISC ASSET 785 785 0
    UNSETTLED TRADES 0 2,078 0


    TY 2014 OtherExpensesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTHERN TRUST FEES 14,833 0   0
    ACCOUNTING FEES 750 0   0


    TY 2014 SubstantialContributorsSch
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Name Address
     
     
    655 N A1A
    JUPITER,FL33414


    TY 2014 TaxesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 226 0   0
    FEDERAL 38,000 0   0