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 WAGLER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)3700 TABS DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
UNIONTOWN, OH44685
A Employer identification number

46-0829253
B Telephone number (see instructions)

(330) 896-9200
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$6,719,421J 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      
4 Dividends and interest from securities...... 336,986 336,986 336,986
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,731
b Gross sales price for all assets on line 6a 3,365,923
7 Capital gain net income (from Part IV, line 2)... 57,731
8 Net short-term capital gain......... 144,981
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -24,787 12,821 -24,787
12 Total. Add lines 1 through 11........ 369,930 407,538 457,180
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 795      
b Accounting fees (attach schedule)....... Click to see attachment 11,350      
c Other professional fees (attach schedule).... Click to see attachment 214,491 214,491    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 264      
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 attachment 50      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 226,950 214,491   0
25 Contributions, gifts, grants paid........ 421,000 421,000
26 Total expenses and disbursements. Add lines 24 and 25 647,950 214,491   421,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -278,020
b Net investment income (if negative, enter -0-) 193,047
c Adjusted net income (if negative, enter -0-)... 457,180
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............... 5,502,432 763,707 763,707
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) bullet67,500
Less: allowance for doubtful accounts bullet   67,500 Click to see attachment67,500 67,500
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........   500 500
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)........... 1,889,716 Click to see attachment6,351,591 5,887,714
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) 7,459,648 7,183,298 6,719,421
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................... 7,459,648 7,183,298
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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)...... 7,459,648 7,183,298
31 Total liabilities and net assets/fund balances (see instructions).. 7,459,648 7,183,298
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 7,459,648
2 Enter amount from Part I, line 27a..................... 2 -278,020
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,680
4 Add lines 1, 2, and 3.......................... 4 7,183,308
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 10
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,183,298
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 300 - ALIBABA GROUP HLDG LTD SPON AD P 2014-09-19 2014-11-14
b 7 - CALL CELGENE CORP DUE 04/19/14 1 P 2014-04-21 2014-04-09
c 30 - CALL LINNCO LLC DUE 09/20/14 31 P 2014-09-22 2014-08-13
d 1000 - CHICAGO BRIDGE & IRON CO NV E P 2014-09-26 2014-11-26
e 500 - GILEAD SCIENCES INC P 2014-04-01 2014-06-27
1000 - ISHARES SILVER TRUST P 2013-05-21 2014-10-23
1000 - MARKET VECTORS ETF TR OIL SVC P 2013-12-31 2014-06-20
625 - PROSHARES TR ULTRAPRO SHORT 20 P 2012-12-21 2014-12-31
300 - APPLE INC P 2013-04-24 2014-09-03
200 - ALIBABA GROUP HLDG LTD SPON AD P 2014-10-15 2014-11-14
7 - CALL EXPEDIA INC DUE 11/7/14 86. P 2014-11-10 2014-10-31
20 - CALL MARKET VECTORS ETF DUE 05/ P 2014-05-19 2014-05-13
2000 - CISCO SYSTEMS INC P 2014-10-10 2014-11-13
500 - GILEAD SCIENCES INC P 2014-04-08 2014-08-22
1000 - ISHARES SILVER TRUST P 2014-05-27 2014-10-23
500 - MARKET VECTORS ETF TR OIL SVCS P 2014-01-14 2014-06-20
3500 - PROSHARES TRUST II ULTRA SHOR P 2013-09-20 2014-07-30
500 - CITIGROUP INC P 2013-06-11 2014-12-09
500 - AMBARELLA INC P 2014-01-13 2014-01-14
10 - CALL GILEAD SCIENCES INC DUE 04 P 2014-04-21 2014-04-09
40 - CALL MARKET VECTORS ETF DUE 08/ P 2014-08-31 2014-08-13
500 - CITIGROUP INC P 2014-01-29 2014-12-09
500 - GILEAD SCIENCES INC P 2014-06-09 2014-08-22
500 - MARATHON PETROLEUM CO P 2014-02-25 2014-03-21
500 - MARKET VECTORS ETF TR OIL SVCS P 2014-02-03 2014-06-20
1500 - PROSHARES TRUST II ULTRA SHOR P 2013-09-20 2014-08-22
500 - CITIGROUP INC P 2013-09-30 2014-12-09
500 - AMBARELLA INC P 2014-02-05 2014-02-26
10 - CALL GILEAD SCIENCES INC DUE 05 P 2014-05-05 2014-04-28
30 - CALL PBF ENERGY INC CL A DUE 10 P 2014-10-20 2014-08-20
500 - CITIGROUP INC P 2014-04-10 2014-12-09
100 - GOOGLE INC CL C P 2014-04-11 2014-05-30
26666.667 - MAINSTAY GLOBAL HIGH YIE P 2013-12-31 2014-12-16
5000 - MARKET VECTORS GOLD MINERS ET P 2013-11-21 2014-03-14
2000 - PROSHARES TRUST II ULTRA SHOR P 2014-03-13 2014-08-22
40 - CALL PBF ENERGY INC CL A DUE 12 P 2014-12-22 2014-11-25
500 - AMBARELLA INC P 2014-08-01 2014-10-17
10 - CALL GILEAD SCIENCES INC DUE 05 P 2014-05-12 2014-05-05
20 - CALL PROSHARES TR ULTRAP DUE 07 P 2014-07-21 2014-06-19
500 - EXPEDIA INC P 2014-09-23 2014-11-13
100 - GOOGLE INC CL C P 2014-04-28 2014-05-30
147.286 - MAINSTAY GLOBAL HIGH YIELD P 2014-01-31 2014-12-16
600 - MARKET VECTORS GOLD MINERS ETF P 2013-11-21 2014-06-24
2000 - PROSHARES ULTRASHORT 20+Y TR P 2013-09-27 2014-08-14
500 - BARCLAYS BANK PLC IPATH BBG CO P 2013-04-25 2014-12-31
100 - APPLE INC P 2013-02-07 2014-04-25
10 - CALL GILEAD SCIENCES INC DUE 05 P 2014-05-31 2014-05-22
50 - CALL SANDRIDGE ENERGY IN DUE 05 P 2014-05-19 2014-04-17
250 - EXPEDIA INC P 2014-10-14 2014-11-13
500 - IPATH BLOOMBERG COFFEE SUBIND P 2013-11-29 2014-02-05
138.832 - MAINSTAY GLOBAL HIGH YIELD P 2014-02-28 2014-12-16
2400 - MARKET VECTORS GOLD MINERS ET P 2013-12-24 2014-06-24
1000 - PROSHARES ULTRASHORT 20+Y TR P 2013-12-13 2014-12-31
100 - APPLE INC P 2013-04-24 2014-04-25
10 - CALL GILEAD SCIENCES INC DUE 06 P 2014-06-23 2014-06-03
30 - CALL WISDOMTREE EMERGING DUE 08 P 2014-08-18 2014-07-16
2000 - FINANCIAL SECTOR SPDR TRUST E P 2013-12-31 2014-05-15
500 - IPATH BLOOMBERG COFFEE SUBIND P 2013-11-29 2014-02-20
128.02 - MAINSTAY GLOBAL HIGH YIELD P 2014-03-28 2014-12-16
500 - MASTERCARD INC CL A P 2014-05-27 2014-10-29
5000 - SANDRIDGE ENERGY INC P 2013-12-23 2014-02-24
400 - APPLE INC P 2013-04-24 2014-06-23
10 - CALL GILEAD SCIENCES INC DUE 07 P 2014-07-14 2014-07-02
30 - CALL YAMANA GOLD INC CAD DUE 07 P 2014-07-21 2014-06-19
1000 - FINANCIAL SECTOR SPDR TRUST E P 2014-01-15 2014-05-15
500 - IPATH BLOOMBERG GRAINS SUBINDE P 2014-07-07 2014-12-15
108.983 - MAINSTAY GLOBAL HIGH YIELD P 2014-04-30 2014-12-16
500 - MASTERCARD INC CL A P 2014-06-05 2014-10-29
2500 - SANDRIDGE ENERGY INC P 2014-01-27 2014-02-24
300 - APPLE INC P 2014-09-19 2014-12-31
10 - CALL GILEAD SCIENCES INC DUE 07 P 2014-07-21 2014-07-14
30 - CALL YAMANA GOLD INC CAD DUE 09 P 2014-09-22 2014-08-12
1000 - FINANCIAL SECTOR SPDR TRUST E P 2014-02-03 2014-05-15
500 - IPATH BLOOMBERG GRAINS SUBINDE P 2014-07-11 2014-12-15
117.086 - MAINSTAY GLOBAL HIGH YIELD P 2014-05-30 2014-12-16
250 - MASTERCARD INC CL A P 2014-06-24 2014-10-29
3000 - SANDRIDGE ENERGY INC P 2014-02-26 2014-06-18
700 - APPLE INC P 2013-10-29 2014-09-03
10 - CALL GILEAD SCIENCES INC DUE 07 P 2014-07-28 2014-07-22
500 - CARDINAL HEALTH INC P 2014-01-29 2014-06-20
1000 - FREEPORT-MCMORAN INC P 2012-11-16 2014-07-10
1000 - IPATH BLOOMBERG GRAINS SUBIND P 2014-09-19 2014-12-15
117.39 - MAINSTAY GLOBAL HIGH YIELD P 2014-06-27 2014-12-16
250 - MASTERCARD INC CL A P 2014-07-02 2014-10-29
3000 - SANDRIDGE ENERGY INC P 2014-03-11 2014-06-18
500 - BARCLAYS BANK PLC I PATH BLOOM P 2013-12-10 2014-02-26
10 - CALL GILEAD SCIENCES INC DUE 07 P 2014-08-04 2014-07-28
500 - CARDINAL HEALTH INC P 2014-02-03 2014-06-20
2000 - FREEPORT-MCMORAN INC P 2012-12-05 2014-07-10
1000 - ISHARES MSCI MEXICO CAPPED ET P 2013-12-18 2014-06-24
162.781 - MAINSTAY GLOBAL HIGH YIELD P 2014-07-31 2014-12-16
500 - NIKE INC CL B P 2014-08-27 2014-09-26
1000 - TEUCRIUM COMMODITY TR CORN FD P 2014-09-17 2014-10-29
1000 - CABOT OIL & GAS CORP P 2014-03-06 2014-04-24
10 - CALL GILEAD SCIENCES INC DUE 08 P 2014-08-11 2014-08-04
500 - CELGENE CORP P 2014-04-01 2014-05-02
1000 - FREEPORT-MCMORAN INC P 2014-03-14 2014-07-10
500 - ISHARES MSCI MEXICO CAPPED ETF P 2014-01-24 2014-06-24
123.001 - MAINSTAY GLOBAL HIGH YIELD P 2014-08-29 2014-12-16
0.031 - NUVEEN GLOBAL HIGH INCOME FU P 2008-12-10 2014-11-25
1000 - TEUCRIUM COMMODITY TR CORN FD P 2014-10-02 2014-10-29
2 - CALL APPLE INC DUE 01/31/14 560. P 2014-01-31 2014-01-27
1 - CALL GOOGLE INC CL C DUE 04/19/1 P 2014-04-21 2014-04-16
200 - CELGENE CORP P 2014-04-08 2014-05-02
1000 - GENERAL ELECTRIC CO P 2014-01-29 2014-11-13
250 - ISHARES MSCI MEXICO CAPPED ETF P 2014-02-25 2014-06-24
139.77 - MAINSTAY GLOBAL HIGH YIELD P 2014-09-29 2014-12-16
750 - PROSHARES TR ULTRAPRO SHORT 20 P 2012-07-12 2014-08-14
2000 - UNITED STATES NATIONAL GAS FU P 2014-07-17 2014-11-06
5 - CALL BOEING COMPANY DUE 10/31/14 P 2014-10-31 2014-10-22
2 - CALL GOOGLE INC CL C DUE 05/17/1 P 2014-05-19 2014-05-15
100 - CELGENE CORP P 2014-04-08 2014-11-21
1000 - GENERAL ELECTRIC CO P 2014-01-31 2014-11-13
1000 - ISHARES RUSSELL 2000 ETF P 2013-12-06 2014-03-26
129.215 - MAINSTAY GLOBAL HIGH YIELD P 2014-10-31 2014-12-16
375 - PROSHARES TR ULTRAPRO SHORT 20 P 2012-10-19 2014-08-14
1000 - UNITED STATES NATIONAL GAS FU P 2014-09-19 2014-11-06
10 - CALL CARDINAL HEALTH INC DUE 03 P 2014-03-24 2014-03-05
17 - CALL ISHARES MSCI MEXICO DUE 05 P 2014-05-19 2014-05-13
200 - CELGENE CORP P 2014-10-15 2014-11-21
500 - GENERAL ELECTRIC CO P 2014-02-03 2014-11-13
3000 - ISHARES SILVER TRUST P 2013-01-04 2014-10-23
137.112 - MAINSTAY GLOBAL HIGH YIELD P 2014-11-28 2014-12-16
375 - PROSHARES TR ULTRAPRO SHORT 20 P 2012-10-19 2014-12-31
2000 - WALTER ENERGY INC P 2013-04-05 2014-05-27
(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 33,203   27,927 5,276
b 574     574
c 1,384     1,384
d 53,667   59,285 -5,618
e 41,230   36,650 4,580
16,456   21,724 -5,268
54,388   47,913 6,475
26,197   40,411 -14,214
29,712   17,476 12,236
22,135   16,825 5,310
770     770
251     251
51,227   47,024 4,203
47,153   35,317 11,836
16,456   18,501 -2,045
27,194   23,409 3,785
62,420   62,517 -97
27,404   25,076 2,328
16,071   14,558 1,513
934     934
1,544     1,544
27,403   24,319 3,084
47,153   39,473 7,680
45,639   44,411 1,228
27,194   22,473 4,721
27,118   26,793 325
27,404   24,169 3,235
15,873   13,920 1,953
434     434
2,194     2,194
27,403   23,554 3,849
54,301   53,459 842
258,928   300,005 -41,077
137,662   112,895 24,767
36,158   33,637 2,521
2,745     2,745
16,895   14,255 2,640
674     674
2,273     2,273
43,220   42,294 926
54,301   51,476 2,825
1,430   1,619 -189
15,829   13,547 2,282
114,226   152,201 -37,975
16,855   20,287 -3,432
54,313   46,051 8,262
424     424
952     952
21,610   19,230 2,380
14,038   10,735 3,303
1,348   1,563 -215
63,316   49,478 13,838
46,255   78,331 -32,076
54,313   40,778 13,535
1,585     1,585
1,595     1,595
43,304   43,735 -431
15,940   10,735 5,205
1,243   1,458 -215
37,935   38,911 -976
32,664   29,689 2,975
36,219   23,303 12,916
534     534
605     605
21,652   22,234 -582
19,984   21,027 -1,043
1,058   1,251 -193
37,935   38,541 -606
16,332   15,093 1,239
33,310   30,652 2,658
704     704
1,144     1,144
21,652   20,651 1,001
19,984   20,165 -181
1,137   1,384 -247
18,968   18,605 363
21,312   19,203 2,109
69,327   52,931 16,396
955     955
34,068   33,619 449
37,469   37,211 258
39,969   34,373 5,596
1,140   1,398 -258
18,968   19,122 -154
21,312   19,354 1,958
27,191   25,436 1,755
515     515
34,068   32,958 1,110
74,939   66,385 8,554
67,962   67,094 868
1,581   1,922 -341
43,909   39,860 4,049
26,128   24,268 1,860
38,022   35,004 3,018
1,084     1,084
73,424   71,240 2,184
37,469   30,954 6,515
33,981   31,339 2,642
1,194   1,443 -249
1   1  
26,128   22,938 3,190
2,247     2,247
779     779
29,369   27,601 1,768
26,438   25,530 908
16,990   15,487 1,503
1,357   1,588 -231
43,243   46,961 -3,718
46,174   43,858 2,316
445     445
532     532
10,056   6,900 3,156
26,438   25,364 1,074
116,466   112,755 3,711
1,255   1,470 -215
21,621   26,180 -4,559
23,087   21,154 1,933
555     555
110     110
20,112   16,912 3,200
13,219   12,308 911
49,367   86,394 -37,027
1,331   1,516 -185
15,718   26,180 -10,462
11,163   48,981 -37,818
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       5,276
b       574
c       1,384
d       -5,618
e       4,580
      -5,268
      6,475
      -14,214
      12,236
      5,310
      770
      251
      4,203
      11,836
      -2,045
      3,785
      -97
      2,328
      1,513
      934
      1,544
      3,084
      7,680
      1,228
      4,721
      325
      3,235
      1,953
      434
      2,194
      3,849
      842
      -41,077
      24,767
      2,521
      2,745
      2,640
      674
      2,273
      926
      2,825
      -189
      2,282
      -37,975
      -3,432
      8,262
      424
      952
      2,380
      3,303
      -215
      13,838
      -32,076
      13,535
      1,585
      1,595
      -431
      5,205
      -215
      -976
      2,975
      12,916
      534
      605
      -582
      -1,043
      -193
      -606
      1,239
      2,658
      704
      1,144
      1,001
      -181
      -247
      363
      2,109
      16,396
      955
      449
      258
      5,596
      -258
      -154
      1,958
      1,755
      515
      1,110
      8,554
      868
      -341
      4,049
      1,860
      3,018
      1,084
      2,184
      6,515
      2,642
      -249
       
      3,190
      2,247
      779
      1,768
      908
      1,503
      -231
      -3,718
      2,316
      445
      532
      3,156
      1,074
      3,711
      -215
      -4,559
      1,933
      555
      110
      3,200
      911
      -37,027
      -185
      -10,462
      -37,818
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 57,731
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 3 144,981
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 50,000 646,400 0.077351
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.077351
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 0.077351
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 7,383,692
5 Multiply line 4 by line 3....................... 5 571,136
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,930
7 Add lines 5 and 6......................... 7 573,066
8 Enter qualifying distributions from Part XII, line 4.............. 8 421,000
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 3,861
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  
3 Add lines 1 and 2........................... 3 3,861
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 3,861
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 500
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.............. 7 500
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 3,361
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 ofbulletPHIL WAGLER Telephone no.bullet (330) 896-9200
    Located atbullet3700 TABS DRIVEUNIONTOWNOH ZIP+4bullet44685
    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
     
     
    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
    PHIL WAGLER TRUSTEE
    2.00     		0 0 0
    3700 TABS DRIVE
    UNIONTOWN,OH44685
    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
    STEVE HAWKINS INVSTMT SVCS 118,985
    2004 BURNETTS CORNER
    WOOSTER,OH44691
    GREGORY WAGLER INVSTMT SVCS 94,421
    314 21ST STREET NW
    CANTON,OH44709
    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
     
    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  
    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
    5,999,936
    b
    Average of monthly cash balances.......................
    1b
    1,428,698
    c
    Fair market value of all other assets (see instructions)................
    1c
    67,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,496,134
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,496,134
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    112,442
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,383,692
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    369,185
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    369,185
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,861
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    365,324
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    365,324
    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
    365,324
    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
    421,000
    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
    421,000
    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
    421,000
    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 7 365,324
    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.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 17,690
    fTotal of lines 3a through e......... 17,690
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 421,000
    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).........     		 
    d Applied to 2014 distributable amount..... 365,324
    e Remaining amount distributed out of corpus 55,676
    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 73,366
    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) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		73,366
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 17,690
    e Excess from 2014.... 55,676
    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
    FREEDOM FELLOWSHIP CHURCH
    6209 S CARR RD
    APPLE CREEK,OH44606     		N/A   OPERATIONS SUPPORT 12,500
    ELIJAH HOUSE
    PO BOX 3786
    COEUR DALENE,ID83816     		N/A   OPERATIONS SUPPORT 6,000
    HAMMER & NAILS
    PO BOX 8224
    CANTON,OH447118224     		N/A   OPERATIONS SUPPORT 3,000
    GALILEANS CHILDRENS HOME
    712 S FORK CHURCH RD
    LIBERTY,KY42539     		N/A   OPERATIONS SUPPORT 2,000
    GO FORTH MINISTRIES
    PO BOX 26863
    SALT LAKE CITY,UT84126     		N/A   OPERATIONS SUPPORT 10,000
    LIGHT TO THE NATIONS
    PO BOX 406
    NEW CUMBERLAND,PA170700406     		N/A   OPERATIONS SUPPORT 20,000
    INTERNATIONAL HOUSE OF PRAYER
    3535 E RED BRIDGE ROAD
    KANSAS CITY,MO64137     		N/A   OPERATIONS SUPPORT 80,000
    HAVEN OF REST MINISTRIES
    175 E MARKET ST
    AKRON,OH44308     		N/A   OPERATIONS SUPPORT 100,000
    LIFE TODAY CO JAMES ROBINSON
    PO BOX 982000
    FORT WORTH,TX761828000     		N/A   OPERATIONS SUPPORT 3,000
    KING OF KINGS MINISTRIES
    PO BOX 2132
    RANCHO CORDOVA,CA95741     		N/A   OPERATIONS SUPPORT 4,000
    AKRON CANTON REGIONAL FOODBANK
    350 OPPORTUNITY PKWY
    AKRON,OH44307     		N/A   OPERATIONS SUPPORT 2,000
    FAVOR OF GOD MINISTRIES-US
    PO BOX 691633
    HOUSTON,TX77269     		N/A   OPERATIONS SUPPORT 6,000
    EMMANUEL CHRISTIAN ACADEMY
    1650 DIAGONAL ROAD
    AKRON,OH44320     		N/A   OPERATIONS SUPPORT 3,000
    LAKE CENTER CHRISTIAN SCHOOL
    12893 KAUFMAN AVE NW
    HARTVILLE,OH44632     		N/A   OPERATIONS SUPPORT 3,000
    TIKKUN MINISTRIES INTERNATIONAL
    PO BOX 2997
    GAITHERSBURG,MD208862997     		N/A   OPERATIONS SUPPORT 130,000
    INNER COURT MINISTRIES OF NC INC
    500 PICKWICK TRAIL
    DURHAM,NC27704     		N/A   OPERATIONS SUPPORT 20,000
    GATEWAY WORSHIP CENTER
    661 EAST EXCHANGE ST
    AKRON,OH44306     		N/A   OPERATIONS SUPPORT 1,500
    APPLE OF HIS EYES
    PO BOX 22
    CONTONMENT,FL32533     		N/A   OPERATIONS SUPPORT 5,000
    HARVESTNET INSTITUTE
    8700 BROOKPARK ROAD
    CLEVELAND,OH44129     		N/A   OPERATIONS SUPPORT 10,000
    Total .................................bullet 3a 421,000
    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 ............     		         
    4 Dividends and interest from securities....     14 336,986  
    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 57,731  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aLEHMAN BROS SETTLEMENT PMT     14 12,821  
    bUS NATURAL GAS FUND LP     15 -37,608  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   369,930  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13369,930
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 11,350      

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN FUNDS GLOBAL BALANCED FD A AT COST 102,719 102,296
    AMERICAN FUNDS GROWTH FUND OF AMER AT COST 713,800 709,671
    AMERICAN FUNDS WASHINGTON MUTUAL INV AT COST 698,131 723,492
    APPLE INC AT COST 30,652 33,114
    BANK OF AMERICA CORP AT COST 30,860 35,780
    BARCLAYS PATH PLC I PATH COFFEE AT COST    
    BARCLAYS PATH PLC I PATH COPPER AT COST 20,287 16,980
    BARCLAYS PATH PLC I PATH COTTON AT COST    
    BOEING COMPANY AT COST 62,757 64,990
    CHICAGO BRIDGE & IRON AT COST 39,596 31,485
    CITIGROUP INC AT COST    
    DEUTSCHE FLOATING RATE FUND CLASS A AT COST 259,611 249,271
    ESCROW LEHMAN BROS HLDGS AT COST 42,583 7,188
    FIRST TRUST MID CAP CORE ALPHADEX FD AT COST 23,169 26,415
    FREEPORT-MCMORAN COPPER & GOLD AT COST    
    GOLD BULLION IN OUNCES HELD - UBS AG AT COST 248,761 229,618
    GOLDMAN SACHS MLP ENERGY RENAISSANCE AT COST 13,454 14,190
    GOOGLE INC CL C AT COST 104,091 105,280
    GUGGENHEIM S&P 500 EQUAL WEIGHT ETF AT COST 35,519 40,025
    HENDERSON GLOBAL INVESTORS EUROPEAN AT COST 228,344 211,749
    HENDERSON GLOBAL INVESTORS GLOBAL TE AT COST 168,884 156,355
    HENDERSON GLOBAL INVESTORS INTL OPPR AT COST 227,028 221,049
    ISHARES MSCI MEXICO CAPPED AT COST    
    ISHARES RUSSELL 2000 ETF AT COST    
    ISHARES SILVER TRUST AT COST    
    LINNCO LLC AT COST 108,097 41,480
    MARKET VECTORS ETF TR OIL SVCS ETF AT COST 85,574 71,840
    MARKET VECTORS GOLD MINERS ETF AT COST 82,553 73,520
    MASTERCARD INC CL A AT COST 87,427 86,160
    NUVEEN GLOBAL HIGH INCOME FD AT COST 34,805 27,617
    NUVEEN GLOBAL INC OPPORT FD AT COST    
    OPPENHEIMER SENIOR FLOATING RATE FD AT COST 259,664 249,875
    PBF ENERGY INC CL A AT COST 115,708 106,560
    PIMCO ALL ASSET FUND CL A AT COST 208,800 200,767
    PIMCO ALL ASSETS ALL AUTH-A AT COST 210,280 194,559
    PIMCO EMERGING MARKETS BOND FD CL A AT COST 105,695 100,112
    PIMCO FLOATING INCOME FUND CLASS A AT COST 259,772 241,891
    PIMCO REAL RETURN FUND CLASS A AT COST 103,436 102,928
    PROSHARES TR ULTRAPRO SHORT 20+ AT COST 66,591 42,060
    PROSHARES TRUST II ULTRA SHORT AT COST    
    PROSHARES ULTRASHORT 20+Y TR ETF AT COST 153,674 92,780
    SANDRIDGE ENERGY INC AT COST 78,904 23,660
    SILVER BUILLION HELD AT UBS AG AT COST 351,456 318,101
    SOUTHWESTERN ENERGY CO AT COST 73,913 54,580
    STARBUCKS CORP AT COST 37,905 41,025
    UBS GROUP AG CHF AT COST 53,785 51,150
    UNITED STATES NATL GAS FUND LP ETF AT COST 51,174 73,850
    VICTORY DIVERSIFIED STOCK FUND CL A AT COST 580,178 563,651
    WALTER ENERGY INC AT COST    
    WISDOMTREE EMERGING MARKETS AT COST 155,485 126,480
    YAMANA GOLD INC CAD AT COST 36,469 24,120

    TY 2014 LegalFeesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 795      


    TY 2014 OtherDecreasesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 50      


    TY 2014 OtherIncomeSchedule2
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEHMAN BROS SETTLEMENT PMT 12,821 12,821 12,821
    US NATURAL GAS FUND LP -37,608   -37,608


    TY 2014 OtherIncreasesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Description Amount
       


    TY 2014 OtherNotesLoansRcvblShortSch2
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Name of 501(c)(3) Organization Balance Due
     
          		67,500


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT CONSULTING FEES 213,406 213,406    
    ADMINISTRATIVE CONSULTING FEES 1,085 1,085    


    TY 2014 TaxesSchedule
    Name:
    THE WAGLER FOUNDATION
    EIN: 46-0829253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO FEES 200      
    FOREIGN TAXES PAID ON INVSTMTS 64