Form990-PF
Click to see attachment

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
DWYER CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)4804 NW BETHANY BLVD STE I-2 267   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97229
A Employer identification number

93-1301831
B Telephone number (see instructions)

(503) 645-8935
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,656,034J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities...... 36,973 36,973  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,348
b Gross sales price for all assets on line 6a 410,781
7 Capital gain net income (from Part IV, line 2)... 76,348
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........ 113,322 113,322  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,500     7,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,190 1,095   1,095
c Other professional fees (attach schedule).... Click to see attachment 10,903 10,903    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,930 380    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 228 114   114
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,751 12,492   8,709
25 Contributions, gifts, grants paid........ 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 125,751 12,492   108,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,429
b Net investment income (if negative, enter -0-) 100,830
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...............      
2 Savings and temporary cash investments.......... 31,156 56,520 56,520
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) 285,314 Click to see attachment234,974 232,514
b Investments—corporate stock (attach schedule)........ 706,302 Click to see attachment696,718 1,159,504
c Investments—corporate bonds (attach schedule)........ 186,306 Click to see attachment208,437 207,496
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,209,078 1,196,649 1,656,034
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,209,078 1,196,649
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,209,078 1,196,649
31 Total liabilities and net assets/fund balances (see instructions).. 1,209,078 1,196,649
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 1,209,078
2 Enter amount from Part I, line 27a..................... 2 -12,429
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,196,649
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,196,649
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 532 AMERICAN EAGLE OUTFITTERS P 2013-09-27 2014-03-12
b 227 RENT A CTR INC P 2013-10-24 2014-02-12
c 170 TERADATA CORP P 2014-03-05 2014-05-12
d 200 TITAN INTL INC ILL P 2014-02-20 2014-09-30
e 200 TITAN INTL INC ILL P 2014-02-20 2014-10-01
80 TITAN INTL INC ILL P 2014-02-21 2014-10-02
110 TRIUMPH GROUP INC P 2014-01-29 2014-03-05
0.3654 VERIZON COMMUNICATIONS P 2014-02-24 2014-03-13
93 VERIZON COMMUNICATIONS P 2014-02-24 2014-04-09
175 WESTERN UNION CO P 2014-06-30 2014-10-09
50 WESTERN UNION CO P 2014-06-30 2014-10-10
211 ABERCROMBIE & FITCH CO CL A P 2013-09-27 2014-11-13
270 ALLEGHENY TECH INC P 2013-04-16 2014-04-21
130 ALLSTATE CORP P 2011-12-22 2014-04-24
845 BROCADE COMM SYS P 2013-04-08 2014-04-24
140 COACH INC P 2013-01-28 2014-06-19
160 CORNING INC P 2012-08-13 2014-04-24
80 CORNING INC P 2012-08-13 2014-05-21
140 DIRECTV P 2013-04-24 2014-07-29
40 FEX EX CORP P 2011-09-12 2014-03-20
20 GRAHAM HOLDINGS CO P 2011-11-29 2014-04-24
455 HOSPIRA INC P 2013-02-19 2014-07-28
150 KOHLS CORP P 2013-02-13 2014-04-10
275 NCR CORP NEW P 2013-03-01 2014-10-23
0.5 NOW INC DE W I P 2013-03-06 2014-06-23
27 NOW INC DE W I P 2013-03-06 2014-07-16
410 SOUTHWEST AIRLINES CO P 2012-04-13 2014-04-24
100 VODAFONE GROUP PLC ADR P 2013-02-27 2014-03-03
0.6362 VODAFONE GROUP PLC ADR P 2013-02-27 2014-03-13
93 VODAFONE GROUP PLC ADR P 2013-02-27 2014-04-09
750 CAPITOL FEDERAL FIN INC P 2010-12-16 2014-04-24
75 COSTCO WHSL CORP NEW P 2002-12-19 2014-04-24
0 COUNTRYWIDE FIN CORP P 2011-01-01 2014-08-22
40 COVIDIEN PLC P 2006-03-01 2014-01-29
116 COVIDIEN PLC P 2006-03-01 2014-07-28
25000 FHLMC MTN 1.125% 16 P 2012-02-02 2014-01-13
25000 FNMA MTN 0.75% 14 P 2012-05-15 2014-12-19
200 FIRST INTERSTATE BANCSYS P 2010-03-23 2014-10-30
60 MCKESSON HBOC INC COM P 2009-04-08 2014-04-24
200 MICROSOFT CORP P 2003-10-30 2014-04-24
300 MURPHY US INC NEW P 2011-01-01 2014-08-19
100 NEXTERA ENERGY INC P 2010-09-28 2014-04-28
750 PEOPLES UNITED FIN INC P 2010-11-30 2014-04-24
80 ROYAL DUTCH SHELL PLC ADR P 2002-04-12 2014-04-24
25000 US TREAS NTS 2.625% 14 P 2009-07-30 2014-07-31
25000 US TREAS NTS 4.715% 14 P 2004-06-01 2014-05-15
25000 WACHOVIA CORP 5.250% 14 P 2009-11-16 2014-08-01
75 ZIMMER HLDGS INC COM P 2011-01-01 2014-04-24
70 ZIMMER HLDGS INC COM P 2008-11-11 2014-04-24
(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 6,757   7,654 -897
b 5,574   7,864 -2,290
c 6,830   7,927 -1,097
d 2,380   3,392 -1,012
e 2,312   3,410 -1,098
924   1,371 -447
7,145   7,409 -264
17   18 -1
4,456   4,475 -19
2,804   3,034 -230
800   867 -67
6,094   7,566 -1,472
11,001   7,581 3,420
7,313   3,563 3,750
8,039   4,736 3,303
4,949   7,194 -2,245
3,380   1,845 1,535
1,686   923 763
12,170   7,895 4,275
5,456   2,918 2,538
13,908   6,956 6,952
23,700   13,632 10,068
8,280   6,980 1,300
6,912   7,573 -661
18   14 4
918   734 184
9,927   3,280 6,647
4,057   4,612 -555
24   29 -5
3,418   4,289 -871
9,212   7,500 1,712
8,600   2,105 6,495
23     23
2,722   1,205 1,517
10,112   3,496 6,616
25,000   25,273 -273
25,000   25,103 -103
5,789   2,900 2,889
10,244   2,068 8,176
7,904   5,300 2,604
18,203   17,851 352
9,723   5,504 4,219
10,936   9,351 1,585
6,039   4,130 1,909
25,000   24,893 107
25,000   25,076 -76
25,000   26,011 -1,011
7,657   4,038 3,619
7,368   2,888 4,480
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       -897
b       -2,290
c       -1,097
d       -1,012
e       -1,098
      -447
      -264
      -1
      -19
      -230
      -67
      -1,472
      3,420
      3,750
      3,303
      -2,245
      1,535
      763
      4,275
      2,538
      6,952
      10,068
      1,300
      -661
      4
      184
      6,647
      -555
      -5
      -871
      1,712
      6,495
      23
      1,517
      6,616
      -273
      -103
      2,889
      8,176
      2,604
      352
      4,219
      1,585
      1,909
      107
      -76
      -1,011
      3,619
      4,480
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 76,348
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 91,460 1,476,443 0.06195
2012 108,154 2,482,477 0.04357
2011 106,849 1,374,475 0.07774
2010 100,812 1,349,169 0.07472
2009 111,856 1,287,669 0.08687
2 Total of line 1, column (d) ...................... 2 0.34484
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 0.06897
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,602,248
5 Multiply line 4 by line 3....................... 5 110,504
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,008
7 Add lines 5 and 6......................... 7 111,512
8 Enter qualifying distributions from Part XII, line 4.............. 8 108,709
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 2,017
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  
3 Add lines 1 and 2........................... 3 2,017
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,017
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,600
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 2,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 10 583
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet583 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$   (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
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCLAIRE DOHERTY Telephone no.bullet (503) 645-8935
    Located atbullet4804 NW BETHANY BLVD I-2 267PORTLANDOR ZIP+4bullet97229
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
     
    No
    .........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
     
    No
    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
    CLAIRE M DOHERTY Trustee
    5.00     		7,500    
    4804 NW BETHANY BLVD I-2 267
    PORTLAND,OR97229
    NATT A MCDOUGALL Trustee
    1.00     		0    
    4804 NW BETHANY BLVD I-2 267
    PORTLAND,OR97229
    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  
    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.............bullet  
    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 THE TRUST CARRIED OUT ITS CHARITABLE PROGRAMS THROUGH GRANTS TO OTHER ORGANIZATIONS. 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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,572,546
    b
    Average of monthly cash balances.......................
    1b
    54,102
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,626,648
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,626,648
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,400
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,602,248
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    80,112
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    80,112
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,017
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,017
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    78,095
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    78,095
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    78,095
    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
    108,709
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    108,709
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    108,709
    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 78,095
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 48,096
    b From 2010....... 34,599
    c From 2011....... 39,350
    d From 2012.......  
    e From 2013....... 20,215
    fTotal of lines 3a through e......... 142,260
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 108,709
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 78,095
    e Remaining amount distributed out of corpus 30,614
    5 Excess distributions carryover applied to 2014.    
    (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 5 172,874
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		48,096
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		124,778
    10 Analysis of line 9:
    a Excess from 2010.... 34,599
    b Excess from 2011.... 39,350
    c Excess from 2012....  
    d Excess from 2013.... 20,215
    e Excess from 2014.... 30,614
    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 e-mail address of the person to whom applications should be addressed:
    CLAIRE M DOHERTY
    4804 NW BETHANY BLVD SUITE I-2 267
    PORTLAND,OR97229
    (503) 645-8935
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATIONNAME & ADDRESS OF ORGANIZATION & CONTACT PERSONLIST OF BOARD OF DIRECTORS501(C)(3) DOCUMENTATIONNARRATIVE PROPOSAL OF PROJECT INCLUDING DETAIL BUDGETMOST RECENT ANNUAL REPORT
    cAny submission deadlines:
    END OF EACH CALENDAR QUARTER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    SISTERS OF THE HOLY CHILD
    1341 SW MONTGOMERY
    ROSEMONT,PA19010     		N/A PRIV. GENERAL SUPPORT GRANT FOR CARE OF ELDERLY SISTERS. 1,000
    MACDONALD CENTER
    605 NW COUCH ST
    PORTLAND,OR97209     		N/A PRIV. SUPPORT GRANT FOR CAPITAL CAMPAIGN TO EXPAND THE MACDONALD CENTER. FOURTH INSTALLMENT OF FIVE YEAR PLEDGE. 10,000
    PROVIDENCE MILWAUKIE
    10150 SE 32ND AVE
    MILWAUKIE,OR97222     		N/A PRIV. SUPPORT GRANT FOR IMPLEMENTATION OF COMMUNITY-BASED CLIENT NAVIGATION CENTER TO ADDRESS HUNGER. FIRST INSTALLMENT OF TWO YEAR PLEDGE. 15,000
    CATHOLIC BROADCASTING NW
    PO BOX 5888
    PORTLAND,OR97228     		N/A PRIV. GENERAL SUPPORT GRANT FOR PUBLICITY/AWARENESS CAMPAIGN. 2,000
    HOLY NAMES SISTERS
    DEVELOPMENT OFFICE
    MARYLHURST,OR97035     		N/A PRIV. GENERAL SUPPORT GRANT FOR CARE OF ELDERLY SISTERS. 1,000
    PRECIOUS BLOOD SISTERS
    700 BRIDGE STREET
    MANCHESTER,NH03014     		N/A PRIV. GENERAL SUPPORT GRANT FOR CARE OF ELDERLY SISTERS. 1,000
    SISTERS OF ST MARY OF OREGON
    4440 SW 148TH
    BEAVERTON,OR97007     		N/A PRIV. GENERAL SUPPORT GRANT FOR CARE OF ELDERLY SISTERS. 1,000
    NW CATHOLIC COUNSELING
    8383 NE SANDY BLVD
    PORTLAND,OR97220     		N/A PRIV. SUPPORT GRANT FOR COUNSELING SERVICES FOR LOW INCOME CLIENTS. 3,500
    NW KIDNEY KIDS
    PO BOX 230075
    PORTLAND,OR97281     		N/A PRIV. SUPPORT GRANT TO PROVIDE BLOOD PRESSURE MONITORS AND SUPPLIES TO CHILDREN WITH KIDNEY DISEASE. 1,000
    ST MARYS ACADEMY
    1615 SW FIFTH AVE
    PORTLAND,OR97201     		N/A PRIV. SUPPORT GRANT FOR FINANCIAL AID FOR STUDENTS IN NEED. 5,000
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219     		N/A PRIV. GENERAL SUPPORT GRANT TO ASSIST IN FOOD DELIVERY TO LOWER INCOME AND ISOLATED SENIORS. 2,500
    VOLUNTEERS OF AMERICA
    3910 SE STARK
    PORTLAND,OR97214     		N/A PRIV. GENERAL SUPPORT GRANT FOR ART AND MUSIC PROGRAM FOR SENIONRS IN VOA 2 ADULT DAY CARE CENTERS. 5,000
    NATIVITY SCHOOL
    4925 NE 9TH AVE
    PORTLAND,OR97211     		N/A PRIV. SUPPORT GRANT FOR ST. ANDREW NATIVITY SCHOOL 7,500
    MACDONALD CENTER
    605 NW COUCH
    PORTLAND,OR97209     		N/A PRIV. GENERAL SUPPORT FOR CAPITAL CAMPAIGN FUNDRAISER 5,000
    PROVIDENCE CENTER
    2635 NORTH 4TH ST
    PHILADELPHIA,PA19133     		N/A   GENERAL SUPPORT FOR YOUTH EMPOWERMENT FIRST INSTALLMENT OF A THREE YEAR PLEDGE. SERVICE TO AT RISK YOUTH IN PHILADELPHIA. 20,000
    ST MICHAEL'S CHURCH
    424 SW MILL STREET
    PORTLAND,OR97201     		N/A   SUPPORT FOR COMMUNITY CAMPAIGN CONSTRUCTION OF NURSES STATION IN THE COMMUNITY CENTER. FIRST INSTALLMENT OF TWO YEAR PLEDGE. 5,000
    METROPOLITAN FAMILY SERVICES
    1808 SE BELMONT STREET
    PORTLAND,OR97214     		N/A   SUPPORT FOR PROJECT LINKAGE SERVICES TO HOMEBOUND OLDER ADULTS AND IN-HOME SUPPORT FOR ISOLATED ADULTS. 5,000
    ROSE CENTER
    211 NE 18TH
    PORTLAND,OR97232     		N/A   SUPPORT GRANT FOR MEALS PROGRAM FOR LOW INCOME SENIORS AT THE ROSE CENTER. 3,500
    ST VINCENT DE PAUL
    PO BOX 1663
    MEDFORD,OR97501     		N/A   GRANT FOR SUPPORT OF FOOD PANTRY SERVING THE HUNGRY IN SOUTHERN OREGON. 1,000
    JESUIT VOLUNTEER CORPS
    3928 N WILLIAMS AVE
    PORTLAND,OR97227     		N/A   SUPPORT GRANT TO ASSIST IN PAYING LIVING COSTS FOR 13 JESUIT VOLUNTEERS. 5,000
    Total .................................bullet 3a 100,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 1  
    4 Dividends and interest from securities....     14 36,973  
    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 76,348  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISC INCOME     18    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   113,322  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13113,322
    (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: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SHELLY S. DAVIS, CPA, PC 2,190 1,095 0 1,095

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25000 PV GEN ELEC CAP CORP 5.625% 5/1/18 28,079 28,131
    25000 PV HEWLETT PACKARD CO 2.6% 9/15/17 24,636 25,469
    25000 PV UNITEDHEALTH GRP 2.875% 3/15/22 25,313 25,080
    25000 PV BOTTLING GRP LLC 5.5% 4/1/16 27,426 26,451
    25000 PV CATERPILLAR INC 1.5% 6/26/17 25,089 25,154
    25000 PV JPMORGAN CHASE CO 4.25%10/15/20 27,457 26,878
    25000 PV GOLDMAN SACHS GRP 3.625% 2/7/16 25,750 25,651
    25000 PV VODAFONE GRP PLC 1.250% 9/26/17 24,687 24,682

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    6889.1227 SH US BANCORP COMMON STOCK 174,785 316,887
    49 SH PIPER JAFFRAY 1,142 2,846
    245 SH ROYAL DUTCH SHELL PLC 12,353 16,403
    75 SH BECTON DICKINSON & CO 2,260 10,437
    92 SH CHEVRON CORP 5,504 10,320
    160 SH CONOCOPHILLIPS 4,660 11,050
    625 SH EPIQ SYSTEMS INC 7,284 10,675
    875 SH GENERAL ELEC CO 17,498 22,111
    900 SH KEYCORP NEW 15,278 12,510
    550 SH MICROSOFT CORP 14,852 25,548
    75 SH RAYTHEON CO 2,258 8,113
    175 SH WALMART STORES INC 8,550 15,029
    250 SH XCEL ENERGY INC 5,771 8,980
    100 SH BUNGE LIMITED 3,389 9,091
    75 SH CHUBB CORP 3,781 7,760
    143 SH MOLSON COORS BREWING CO 6,273 10,656
    156 SH TE CONNECTIVITY LTD 4,626 9,867
    275 SH US BANCORP 5,272 12,361
    250 SH ARCHER DANIELS MIDLAND CO 4,457 13,000
    775 SH INTEL CORP 13,809 28,125
    300 SH STATE STR CORP 9,444 23,550
    125 SH SCHLUMBERGER LTD 5,247 10,676
    270 SH ALLSTATE CORP 7,400 18,967
    100 SH AMGEN INC 4,415 15,929
    100 SH NESTLE SA SPNSRD ADR 3,447 7,295
    225 SH AETNA INC NEW 5,722 19,987
    225 SH AT&T INC 6,398 7,558
    125 SH DEVON ENERGY CORP NEW 5,953 7,651
    325 SH JP MORGAN CHASE & CO 8,744 20,339
    65 SH MCKESSON CORP 2,240 13,493
    325 SH PACIFIC CONTL CORP 2,844 4,608
    100 SH PNC FINL SVCS GROUP INC 3,996 9,123
    275 SH FIRST INTST BANCSYSTEM INC 4,406 7,650
    425 PEOPLES UNITED FINANCIAL INC 5,299 6,452
    375 SH MERCK & CO INC 13,586 21,296
    125 SH 3M CO 10,384 20,540
    27 SH BLACKROCK INC 4,406 9,654
    75 SH GOLDMAN SACHS GRP INC 6,789 14,537
    360 SH CORNING INC 4,152 8,255
    275 SH JOHNSON CONTROLS INC 6,666 13,294
    80 SH PHILLIPS 66 1,470 5,736
    515 SH SOUTHWEST AIRLINES CO 4,119 21,795
    850 SH STEPLES INC 10,258 15,402
    100 SH VIACOM INC CLASS B 5,165 7,525
    189 SH APPLE INC 13,806 20,862
    290 SH BABCOCK WILCOX CO 7,679 8,787
    845 SH BROCADE COMM SYS 4,736 10,005
    250 SH COGNIZANT TECH SOLUTIONS CL 8,002 13,165
    153 SH GLOBAL PAYMENTS INC 7,318 12,352
    100 SH HOWARD HUGHES CORP 7,226 13,042
    225 SH IAC INTERACTIVECORP 11,644 13,678
    160 SH NATIONAL OILWELL VARCO INC 10,222 10,485
    168 SH PLUM CREEK TIMBER CO INC 7,406 7,189
    206 SH AMDOCS LTD 7,685 9,611
    170 SH AGCO CORP 7,749 7,684
    20 SH ALLEGHANY CORP DEP 8,155 9,270
    260 SH AVNET INC 11,109 11,185
    255 SH BED BATH & BEYOND INC 16,870 19,423
    250 SH CSX CORP 7,728 9,057
    630 SH EMC CORP 16,357 18,736
    340 SH LEUCADIA NATL CORP 7,589 7,623
    100 SH L3 COMM HLDGS INC 10,449 12,621
    170 SH MCDONALDS CORP 16,460 15,929
    535 SH PFIZER INC 15,488 16,665
    120 SH TRIUMPH GROUP INC 8,082 8,066
    255 SH URBAN OUTFITTERS INC 7,912 8,958
    50 SH VALMONT INDS INC 6,750 6,350
    100 SH WALGREENS BOOTS ALLIANCE INC 6,192 7,620
    450 SH WESTERN UNION CO 7,752 8,060

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

    234,974
    US Government Securities - End of Year Fair Market Value:

    232,514
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 OtherExpensesSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 228 114   114


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 10,903 10,903 0 0


    TY 2014 TaxesSchedule
    Name:
    DWYER CHARITABLE TRUST
    EIN: 93-1301831
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2014 990-PF EST PMTS 2,600      
    FEDERAL EXCISE TAX 1,950      
    FOREIGN TAX PD 184 184    
    OREGON FILING FEE 196 196