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 THENDARA FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)425 WALNUT STREET SUITE 1800   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45202
A Employer identification number

31-1126072
B Telephone number (see instructions)

(513) 381-2838
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$10,883,591
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 305,784 305,784  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,197,730
b Gross sales price for all assets on line 6a 4,108,313
7 Capital gain net income (from Part IV, line 2)... 1,197,730
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)....... 11,465 11,465  
12 Total. Add lines 1 through 11........ 1,514,979 1,514,979  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 50,732 0   50,732
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 78,607 78,607   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,206 10,739   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,915 13,715   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 165,460 103,061   50,932
25 Contributions, gifts, grants paid........ 456,255 456,255
26 Total expenses and disbursements. Add lines 24 and 25 621,715 103,061   507,187
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 893,264
b Net investment income (if negative, enter -0-) 1,411,918
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............... 11,718 9,395 9,395
2 Savings and temporary cash investments.......... 108,954 560,394 560,394
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) 109,627 Click to see attachment100,119 100,136
b Investments—corporate stock (attach schedule)........ 6,190,358 Click to see attachment6,679,445 9,345,594
c Investments—corporate bonds (attach schedule)........ 387,263 Click to see attachment501,338 575,872
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 350,612 Click to see attachment201,105 292,200
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) 7,158,532 8,051,796 10,883,591
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 7,158,532 8,051,796
30 Total net assets or fund balances (see instructions)...... 7,158,532 8,051,796
31 Total liabilities and net assets/fund balances (see instructions).. 7,158,532 8,051,796
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 7,158,532
2 Enter amount from Part I, line 27a..................... 2 893,264
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 8,051,796
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,051,796
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 2,000 SHS KROGER CO P 2012-12-27 2014-01-07
b 42.320 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-01-27
c 1,300 SHS ROCHE HOLDING LTD P 2012-07-10 2014-02-05
d 0.815 SHS KINDER MORGAN MANAGEMENT LLC P 2004-09-10 2014-02-18
e 3,000 SHS AMERICAN ELCTRIC POWER INC P 2011-08-22 2014-02-25
0.470 SHS FEDERAL NATL MGT ASSN P 2001-11-27 2014-02-25
2,000 SHS KROGER CO P 2012-12-27 2014-02-25
1,500 SHS M&T BK CORP P 2012-01-01 2014-02-27
1,000 SHS NOVARTIS AG P 2011-07-06 2014-03-17
1,000 SHS KIMBERLY CLARK CORP P 2006-07-24 2014-03-19
0.470 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-03-25
1,000 SHS SYSCO CORP P 2008-11-17 2014-03-31
1,000 SHS BANK OF THE OZARKS P 2013-08-20 2014-04-01
1,000 SHS ANADARKO PETROLEUM CORP P 2012-01-01 2014-04-22
0.470 SHS FEDERAL NATL MGT ASSN P 2001-11-27 2015-04-25
0.425 SHS HSBC HLDGS PLC P 2003-05-29 2014-04-30
$100,000 NY STENRGY RESH&DEV ATH PLLTN P 2014-03-27 2014-05-09
1,000 SHS WESTERN GAS PARTNERS LP P 2013-01-15 2014-05-09
1,500 SHS CATERPILLAR INC P 2012-01-01 2014-05-12
1,999 SHS DUKE ENERGY HOLDING CORP P 2012-01-01 2014-05-13
0.536 SHS KINDER MORGAN MANAGEMENT LLC P 2004-09-10 2014-05-16
1 SHS DUKE ENERGY HOLDING CORP P 2010-11-02 2014-05-20
3,000 SHS PFIZER INC P 2011-01-20 2014-05-21
7,000 SHS PFIZER INC P 2011-01-20 2014-05-23
61.250 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-05-27
3,323 SHS HSBC HLDGS PLC P 2006-07-24 2014-05-29
600 SHS MCDONALDS CORP P 2012-09-06 2014-06-09
0.320 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-06-25
$100,000 ALBUQUERQUE NM GROSS RECPT A DUE 7/1/2014 P 2012-01-19 2014-07-01
4,000 SHS C.H. ROBINSON WORLDWIDE INC P 2014-02-25 2014-06-30
0.958 SHS HSBC HLDGS PLC P 2014-07-10 2014-07-10
0.320 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-07-25
31 SHS HSBC HOLDINGS PLC P 2014-07-10 2014-07-28
0.741 SHS KINDER MORGAN MANAGEMENT LLC P 2004-09-10 2014-08-15
0.330 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-08-25
5,072 SHS KINDER MORGAN MANAGEMENT LLC P 2004-09-10 2014-08-26
0.320 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-09-25
5,000 SHS GENERAL MILLS INC P 2011-08-11 2014-10-01
1,000 SHS CDK GLOBAL INC P 2006-03-16 2014-10-10
9,000 SHS GENERAL ELECTRIC CO P 2012-01-01 2014-10-16
0.330 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-10-27
$400,000 NY STENRGY RES^DEV ATH PLLTN P 2014-01-01 2014-11-14
0.330 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-11-25
$150,000 NY STENRGY RESH^DEV ATH PLLTN P 2014-10-23 2014-12-01
5,000 SHS WHOLE FOODS MKT ASSN P 2014-01-01 2014-12-08
0.330 SHS FEDERAL NATL MTG ASSN P 2001-11-27 2014-12-26
(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 78,339   51,751 26,588
b 42   42 0
c 88,624   55,677 32,947
d 62   17 45
e 150,340   112,879 37,461
      0
77,439   51,751 25,688
172,385   118,892 53,493
82,675   60,562 22,113
109,170   59,716 49,454
      0
35,947   22,783 13,164
66,499   44,700 21,799
98,377   43,633 54,744
      0
22   21 1
100,000   100,000 0
69,208   50,276 18,932
156,027   125,021 31,006
145,605   109,927 35,678
39   11 28
73   55 18
87,337   54,771 32,566
204,353   127,798 76,555
61   61 0
171,951   164,815 7,136
61,296   54,225 7,071
      0
100,000   109,400 -9,400
254,482   210,220 44,262
49   50 -1
      0
1,582   1,612 -30
73   14 59
      0
507,486   99,189 408,297
      0
249,782   175,240 74,542
29,068   15,778 13,290
216,536   143,100 73,436
      0
400,000   400,000 0
      0
150,000   150,000 0
243,384   196,596 46,788
      0
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       26,588
b       0
c       32,947
d       45
e       37,461
      0
      25,688
      53,493
      22,113
      49,454
      0
      13,164
      21,799
      54,744
      0
      1
      0
      18,932
      31,006
      35,678
      28
      18
      32,566
      76,555
      0
      7,136
      7,071
      0
      -9,400
      44,262
      -1
      0
      -30
      59
      0
      408,297
      0
      74,542
      13,290
      73,436
      0
      0
      0
      0
      46,788
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,197,730
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      
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 28,238
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,238
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,238
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,238
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,238
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletRONALD C CHRISTIAN Telephone no.bullet (513) 381-2838
    Located atbullet425 WALNUT STREET SUITE 1800CINCINNATIOH ZIP+4bullet45202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JANET REED GOSS TRUSTEE
    2.00
    0 0 0
    425 WALNUT STREET SUITE 1800
    CINCINNATI,OH45202
    FOSTER A REED TRUSTEE
    2.00
    0 0 0
    425 WALNUT STREET SUITE 1800
    CINCINNATI,OH45202
    CL REED III TRUSTEE
    2.00
    0 0 0
    425 WALNUT STREET SUITE 1800
    CINCINNATI,OH45202
    JAMES M ANDERSON TRUSTEE
    2.00
    0 0 0
    425 WALNUT STREET SUITE 1800
    CINCINNATI,OH45202
    DOROTHY FOSTER REED TRUSTEE
    2.00
    0 0 0
    425 WALNUT STREET SUITE 1800
    CINCINNATI,OH45202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,366,341
    b
    Average of monthly cash balances.......................
    1b
    266,015
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,632,356
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,632,356
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    159,485
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,472,871
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    523,644
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    523,644
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    28,238
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,238
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    495,406
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    495,406
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    495,406
    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
    507,187
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    507,187
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    507,187
    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 7 495,406
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 448,431
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 507,187
    a Applied to 2013, but not more than line 2a 448,431
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 58,756
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    436,650
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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
    3RD I SOUTH ASIAN INDEPENDENT FILM
    992 VALENCIA STREET
    SAN FRANCISCO,CA94110
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ALCOHOLISM COUNCIL OF THE CINCINNATI AREA (CINCINNATI ADDICTION)
    2828 VERNON PLACE
    CINCINNATI,OH45219
    N/A PUBLIC CHARITY GENERAL PURPOSE 25,000
    ALISA ANN RUCH CALIFORNIA BURN FOUNDATION
    2501 WEST BURBANK BLVD SUITE 201
    BURBANK,CA91505
    N/A PUBLIC CHARITY FOR THE BENEFIT OF CHAMP CAMP 1,000
    AMERICAN RIVERS
    1101 14TH ST NW STE 1400
    WASHINGTON,DC20005
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    ASPEN JUNIOR HOCKEY
    PO BOX 3390
    ASPEN,CO81612
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    ASPEN WALDORF FOUNDATION
    16543 HIGHWAY 82
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY GENERAL PURPOSE 6,000
    BARD COLLEGE FISHER CENTER FOR THE PERFORMING ARTS
    PO BOX 5000
    ANNANDALE,NY12504
    N/A PUBLIC CHARITY GENERAL 10,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALE,NY12504
    N/A PUBLIC CHARITY FOR THE SUPPORT OF MUSICAL PERFORMANCES 8,600
    BASALT REGIONAL LIBRARY DISTRICT
    14 MIDLAND AVE
    BASALT,CO81621
    N/A PUBLIC CHARITY FOR THE BENEFIT OF PROGRAMING 2,000
    BERKSHIRE TACONIC COMMUNITY
    800 N MAIN STREET PO BOX 400
    SHEFFIELD,MA01257
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    BINDLESTIFF STUDIO
    PO BOX 190205
    SAN FRANCISCO,CA94119
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    BIODIVERSITY RESEARCH INSTITUTE
    19 FLAGGY MEADOW ROAD
    GORHAM,ME04038
    N/A PUBLIC CHARITY FOR THE BENEFIT OF ADIRONDACK CENTER FOR LOON PRESERVATION 3,500
    CAMDEN CONFERENCE
    PO BOX 882
    CAMDEN,ME04843
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    CARACOLE INC
    4138 HAMILTON AVE
    CINCINNATI,OH45223
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CARBONDALE COUNCIL ON ARTS AND HUMANITIES
    520 SOUTH 3RD STREET
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY GENERAL 500
    CCAC
    1111 EIGHTH ST
    SAN FRANCISCO,CA94107
    N/A PUBLIC CHARITY GENERAL 2,000
    CENTER FOR MAINE CONTEMPORARY ART
    PO BOX 147
    ROCKPORT,ME04856
    N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    CHESEPEAKE BAY FOUNDATION INC
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    CITY ARTS AND LECTURES INC
    1955 SUTTER SREET
    SAN FRANCISCO,CA94115
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FLOOR
    NEW YORK,NY10016
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE FOOD BANK. 6,500
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVE 3RD FL
    NEW YORK,NY10017
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CLARK FORK COALITION
    PO BOX 7593
    MISSOULA,MT59807
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    CLARK FORK SCHOOL INC
    2525 RATTLESNAKE DRIVE
    MISSOULA,MT59802
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    COASTAL MOUNTAINS LAND TRUST
    101 MOUNT BATTIE STREET
    CAMDEN,ME04843
    N/A PUBLIC CHARITY IN SUPPORT OF THE COASTAL MOUNTAINS LAND TRUST'S CAMPAIGN FOR CONSERVING BALD AND RAGGED MOUNTAINS 15,000
    COLORADO ROCKY MOUNTAIN SCHOOL (CRMS)
    1493 COUNTY ROAD SUITE 106
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY IN SUPPORT OF THE PETER REED MEMORIAL HEALTH PROGRAM. 9,000
    COMPASSIONATE CARE ALS INC
    PO BOX 1052
    WEST FALMOUTH,MA02574
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    CREATIVITY EXPLORED
    3245 16TH STREET
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    CRITICAL RESISTANCE
    1904 FRANKLIN STREET SUITE 504
    OAKLAND,CA94612
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    DEEP LISTENING INSTITUTE LTD
    PO BOX 1956
    KINGSTON,KY12402
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    DOCTORS WITHOUT BORDERS USA INC
    333 SEVENTH AVENUE 2ND FLOOR
    NEW YORK,NY10001
    N/A PUBLIC CHARITY GENERAL PURPOSE 9,000
    DOE FUND
    232 E 84TH STREET
    NEW YORK,NY10028
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE JOBS FOR THE UNEMPLOYED PROGRAM. 2,000
    ECOTRUST
    721 NW NINTH AVENUE SUITE 200
    PORTLAND,OR97209
    N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    ENGLISH IN ACTION
    PO BOX 4856
    BASALT,CO81621
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    EXODUS SCHOOL EAST HARLEM
    309 E 103RD STREET
    NEW YORK,NY10029
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    FIVE VALLEYS LAND TRUST INC
    PO BOX 8953
    MISSOULA,MT59807
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FRACTURED ATLAS
    248 W 35TH ST 10TH FLOOR
    NEW YORK,NY10001
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,155
    FRENCH-AMERICAN INTERNATIONAL SCHOOL
    150 OAK STREET
    SAN FRANCISCO,CA94102
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    FRIENDS OF THE UPPER DELAWARE RIVER
    158 E FRONT ST
    HANCOCK,NY13783
    N/A PUBLIC CHARITY FOR BENEFIT OF TAGGING INITIATIVE RE BEN RINKLER 1,000
    GARDIN CITY HARVEST INC
    PO BOX 205
    MISSOULA,MT59806
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    GOLDEN GATE NATIONAL PARKS CONSERVANCY
    BLDG 201 FORT MASON
    SAN FRANCISCO,CA94123
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    GOOD SHEPHARD FOOD-BANK
    PO BOX 1807
    AUBURN,ME04211
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    GRACE SMITH HOUSE INC
    PO BOX 5205
    POUGHKEEPSIE,NY12602
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    121 HABITAT STREET
    AMERICUS,GA31709
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    HEYDAY INSTITUTE
    PO BOX 9145
    BERKELEY,CA94709
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HOSPICE INC
    374 VIOLET AVENUE
    POUGHKEEPSIE,NY12601
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    HOUSTON WORKSHOP
    PO BOX 88365
    HOUSTON,TX77288
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HUDSON HONOR FLIGHT
    PO BOX 375
    WALDEN,NY12586
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HUDSON OPERA HOUSE
    327 WARREN STREET
    HUDSON,NY12534
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HURRICANE ISLAND FOUNDATION
    PO BOX 1280
    ROCKLAND,ME04841
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    INSTITUTE FOR FISHERIES RESOURCES
    PO BOX 29196
    SAN FRANCISCO,CA94129
    N/A PUBLIC CHARITY FOR THE BENEFIT OF KLAMATH BASIN COALITION GENERAL SUPPORT. 3,500
    INSTITUTE OF ECOSYSTEM STUDIES INC
    BOX AB 2801 SHARON TURNPIKE
    MILLBROOK,NY12545
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    JOBS PLUSCITY GOSPEL MISSION
    1419 ELM STREET
    CINCINNATI,OH45202
    N/A PUBLIC CHARITY GENERAL 5,000
    JOY OUTDOOR EDUCATION CENTER FOUNDATION INC
    PO BOX 417
    CLARKSVILLE,OH45113
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    KLAMATH RIVER INTER TRIBAL FISH AND WATER COMMISSION
    PO BOX 328
    CHILOQUIN,OR97624
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE KLAMATH RIVER 2,500
    KRONOS PERFORMING ARTS ASSN (KRONOS QUARTET)
    1242 9TH AVENUE
    SAN FRANCISCO,CA94122
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    LA CASA DE LAS MADRES
    1663 MISSION STREET SUITE 225
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    LEAKE AND WATTS SERVICES INC
    463 HAWTHORNE AVENUE
    YONKERS,NY10705
    N/A PUBLIC CHARITY FOR BENEFIT OF THE ORPHANAGE 7,000
    LIFT UP
    PO BOX 1928
    RIFLE,CO81650
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND SUITE 201
    TOPSHAM,ME04086
    N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    MCT INC MISSOULA CHILDREN'S THEATER
    200 NORTH ADAMN STREET
    MISSOULA,MT59802
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    MID KLAMATH WATERSHED COUNCIL
    PO BOX 409
    ORLEANS,CA95556
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE FISHERIES PROGRAM - KLAMATH RIVER. 2,500
    MILLS COLLEGE
    5000 MACARTHUR BLVD
    OAKLAND,CA94613
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE LOU HARRISON ROOM AND INSTRUMENT FUND. 1,000
    MISSOULA ART MUSEUM
    335 NORTH PATEE STREET
    MISSOULA,MT59802
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MUSIC FORWARD THE KNIGHTS
    1275 PROSPECT AVE
    BROOKLYN,NY11218
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    MUSICAL TRADITIONS INC DBA PAUL DRESHER ENSEMBLE
    333 VALENCIA STREET SUITE 301
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE DRESHER PERFORMANCE ENSEMBLE. 1,000
    NEW HOPE FOR WOMEN INC
    PO BOX A
    ROCKLAND,ME04841
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    NEW MUSIC BAY AREA
    4499 PIEDMONT AVENUE
    OAKLAND,VA94613
    N/A PUBLIC CHARITY GENERAL 2,500
    NEW YORK AND PRESBYTERIAN HOSPITAL
    525 EAST 68TH STREET
    NEW YORK,NY10065
    N/A PUBLIC CHARITY GENERAL 5,000
    NEW YORK FOUNDATION FOR THE ARTS
    20 JAY STREET SUITE 740
    BROOKLYN,NY11201
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE MUSIC AND MENTORING HOUSE 2,000
    O POSITIVE FESTIVALS INC
    PO BOX 3083
    KINGSTON,NY12402
    N/A PUBLIC CHARITY GENERAL 6,000
    OAKLAND PUBLIC EDUCATION FUND
    PO BOX 27148
    OAKLAND,CA94602
    N/A PUBLIC CHARITY GENERAL 1,000
    OAKWOOD FRIENDS SCHOOL
    22 SPACKENKILL ROAD
    POUGHKEEPSIE,NY12603
    N/A PUBLIC CHARITY GENRERAL 2,000
    OPEN SPACE INSTITUTE INC (FBO HOUSATONIC TROUT)
    1350 BROADWAY RM 201
    NEW YORK,NY10018
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE HOUSATONIC TROUT. 500
    OTHER MINDS
    333 VALENCIA STREET SUITE 303
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    PARTNERS IN HEALTH
    PO BOX 845578
    BOSTON,MA02284
    N/A PUBLIC CHARITY GENERAL PURPOSE 7,000
    PEN AMERICAN CENTER
    588 BROADWAY
    NEW YORK,NY10012
    N/A PUBLIC CHARITY GENERAL 5,000
    PENOBSCOT MARINE MUSEUM
    5 CHURCH STREET PO BOX 498
    SEARSPORT,ME04974
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    PEOPLE AND STORIES
    140 E HANOVER STREET
    TRENTON,NJ08608
    N/A PUBLIC CHARITY GENERAL 4,000
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    PRECITA EYES MURALISTS
    2981 24TH STREET
    SAN FRANCISCO,CA94110
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE PRECITA EYES EDUCATION CENTER. 500
    PROJECT HEALING WATERS - FLY FISHING INC
    PO BOX 695
    LA PLATA,MD20646
    N/A PUBLIC CHARITY FOR THE BENEFIT OF FLYFISHING PROGRAM 500
    RED HOOK EDUCATION FOUNDATION
    PO BOX 2
    RED HOOK,NY12571
    N/A PUBLIC CHARITY GENERAL 5,000
    REGIONAL FOOD BANK OF NE NY INC
    965 ALBANY-SHAKER ROAD
    LATHAM,NY12110
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    REHABILITATION INSTITUTE OF CHICAGO
    345 E SUPERIOR STREET SUITE 1640
    CHICAGO,IL60611
    N/A PUBLIC CHARITY IN MEMORY OF ANDY HARRISON. 1,000
    RIVERKEEPER INC
    20 SECOR ROAD
    OSSINING,NY10562
    N/A PUBLIC CHARITY GENERAL PURPOSE 8,000
    ROARING FORK FRIENDS OF THE THEATER INC
    67 PROMENADE
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE THUNDER RIVER THEATER COMPANY 1,000
    ROXIE THEATER
    3125 16TH STREET
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    SACRAMENTO TAIKO DAN
    PO BOX 189338
    SACRAMENTO,CA95818
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    SAN FRANCISCO FILM SOCIETY
    39 MESA STREET SUITE 110
    SAN FRANCISCO,CA94129
    N/A PUBLIC CHARITY FOR THE BENEFIT OF SHADOWLIGHT PRODUCTIONS 40,000
    SAN FRANCISCO LIVE ARTS
    2097 TURK BLVD
    SAN FRANCISCO,CA94115
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    SAN FRANCISCO PARKS ALLIANCE
    1663 MISSION ST STE 300
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL 1,000
    SAN FRANCISCO SCHOOL
    300 GAVEN STREET
    SAN FRANCISCO,CA94134
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    SF CAMERAWORKS
    1011 MARKET ST 2ND FLOOR
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL 5,000
    SHAKE-A-LEG MIAMI INC
    2620 S BAYSHORE DRIVE
    MIAMI,FL33133
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    SOTENI INC
    2366 KEMPER LANE
    CINCINNATI,OH45206
    N/A PUBLIC CHARITY IN SUPPORT OF THE AFRICAN AIDS PROJECTS AND AIDS PREVENTION FOR WOMEN. 6,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840
    N/A PUBLIC CHARITY GENERAL PURPOSE 7,000
    STARFISH ONE BY ONE
    33424 DEEP FOREST ROAD
    EVERGREEN,CO80439
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES
    1663 MISSION STREET 7TH FLOOR
    SAN FRANCISCO,CA94103
    N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    TENTH MOUNTAIN DIVISION HUT ASSOCIATION INC
    1280 UTE AVENUE SUITE 21
    ASPEN,CO81611
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    THE CHILDREN'S FOUNDATION OF ASTOR
    PO BOX 5005
    RHINEBACK,NY12572
    N/A PUBLIC CHARITY GENERAL 2,500
    THE LIFE YOU CAN SAVE
    10540 NE MORNING LANE
    BAINBRIDGE ISLAND,WA98110
    N/A PUBLIC CHARITY GENERAL 1,000
    THE MILTON RESNICK AND PAT PASSLOF FOUNDATION
    50 WHITE ST 3N
    NEW YORK,NY10013
    N/A PUBLIC CHARITY GENERAL 6,000
    THOMPSON DIVIDE COALITION
    PO BOX 2045
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY GENERAL PURPOSE 10,000
    TIME & SPACE LIMITED THEATER COMPANY INC
    PO BOX 343
    HUDSON,NY12534
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    TIVOLI FIRE CO INC
    PO BOX 486
    TIVOLI,NY12583
    N/A PUBLIC CHARITY FOR THE BENEFIT OF WATER RESCUE 5,000
    TIVOLI FREE LIBRARY ASSOCIATION
    PO BOX 400
    TIVOLI,NY12583
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    TORREY BOTANICAL SOCIETY INC
    NEW YORK BOTANICAL GARDEN
    BRONX,NY10458
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    TROUT UNLIMITED NATIONAL OFFICE
    1300 N 17TH STREET SUITE 500
    ARLINGTON,VA22209
    N/A PUBLIC CHARITY SAVE BRISTOL BAY 1,000
    TWIN BRIDGES KID DAYCARE INC
    PO BOX 296
    TWIN BRIDGES,MT59754
    N/A PUBLIC CHARITY GENERAL PURPOSE 500
    UNITED MID-COAST CHARITIES INC
    PO BOX 205
    CAMDEN,ME04843
    N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    UNIVERSITY OF CINCINNATI FOUNDATION
    PO BOX 19970
    CINCINNATI,OH45219
    N/A PUBLIC CHARITY GENERAL 2,000
    URBAN RESOURCE SYSTEMS INC
    783 BUENA VISTA AVE WEST
    SAN FRANCISCO,CA94117
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE GREENHOUSE PROJECT 20,000
    VOICES FOR UMOJA (CONFLICT RESOLUTUION CENTER)
    9955 WESTWANDA DRIVE
    BEVERLY HILLS,CA90210
    N/A PUBLIC CHARITY GENERAL 5,000
    WESTOVER SCHOOL INC
    PO BOX 847
    MIDDLEBURY,CT06762
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WILD SALMON CENTER
    721 NW NINTH AVENUE SUITE 300
    PORTLAND,OR97209
    N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    WILDERNESS WORKSHOP
    PO BOX 1442
    CARBONDALE,CO81623
    N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM
    16 MUSEUM STREET
    ROCKLAND,ME04841
    N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    WOMEN'S INT'L NETWORK FOR GUATEMALAN SOLUTIONS INC
    1043 GRAND AVE 299
    ST PAUL,MN55105
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    WORLDWIDE ORPHANS FOUNDATION
    515 VALLEY STREET SUITE 201
    MAPLEWOOD,NJ07040
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    WYLY COMMUNITY ARTS
    PO BOX 4707
    BASALT,CO81621
    N/A PUBLIC CHARITY FOR THE BENEFIT OF THE "AFTER SCHOOL OUTREACH PROGRAM." 15,000
    ZEN HOSPICE PROJECT INC
    273 PAGE STREET
    SAN FRANCISCO,CA94102
    N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    Total .................................bullet 3a 456,255
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 305,784  
    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.....     14 11,465  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 1,197,730  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,514,979 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,514,979
    (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 InvestmentsCorpBondsSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $250,000 MANUFACTURERS & TRANDERS TR CO DUE 12/01/2021 187,813 260,295
    $200,000 FORD MOTOR CREDIT CO. LLC 199,450 205,202
    $100,000 WELLS FARGO & CO 114,075 110,375

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Name of Stock End of Year Book Value End of Year Fair Market Value
    $20,000 FORD MOTOR COMPANY 274,676 310,000
    1,500 SHS GENUINE PARTS CO 42,733 159,855
    2,100 SHS MCDONALD'S CORP 135,561 140,550
    2,000 SHS COSTCO WHOLESALE CORP 224,775 283,500
    5,000 SHS GENERAL MILLS INC 0 0
    2,000 SHS KIMBERLY-CLARK CORP 114,508 231,080
    5,000 SHS SYSCO CORP 113,913 198,450
    3,000 SHS CHEVERON CORP 359,018 336,540
    1,000 SHS ANADARKO PETROLEUM CORP 0 0
    10,000 SHS AXA 240,743 228,900
    6,000 SHS BANK OF THE OZARKS 134,099 227,520
    2,000 SHS CHUBB CORP 123,081 206,940
    3,261 SHS HSBC HOLDINGS PLC 0 0
    4,000 SHS HANNOVER RUECKVERSICHER 92,100 182,200
    2,500 REDWOOD TR INC 44,008 49,250
    1,500 SHS M&T BK CORP 0 0
    5,000 SHS US BANCORP 113,726 110,800
    6,500 SHS WEYERHAEUSER CO 217,233 233,285
    5,000 ZIONS BANCORP 125,000 129,445
    5,000 SHS ABBOTT LAB INC 146,138 225,100
    5,005 SHS BRISTOL MYERS SQUIBB CO 110,046 295,445
    2,000 SHS HALYARD HEALTH INC 68,797 90,940
    3,000 SHS JOHNSON & JOHNSON 36,301 313,710
    4,000 SHS MERCK & CO 136,158 227,160
    2,000 SHS NOVARTIS AG 121,123 185,320
    10,000 SHS PFIZER INC 0 0
    5,400 SHS ROCHE HOLDING LTD SPONSORED ADR 115,638 183,546
    5,000 SHS SANOFI SPONSORED 264,984 228,050
    4,000 SHS CANADIAN NATL RAILWAY CO 199,764 275,640
    2,500 SHS CATERPILLAR INC 208,368 228,825
    9,000 SHS GENERAL ELECTRIC CO 0 0
    3,000 SHS 3M COMPANY 235,805 492,960
    3,000 SHS AUTOMATIC DATA PROCESSING 111,066 250,110
    2,000 SHS CREE INC 66,844 64,440
    8,000 SHS INTEL CORP 189,648 290,320
    1,000 SHS INTERNATIONAL BUSINESS MACHINES 109,518 160,440
    7,000 SHS MICROSOFT CORP 182,065 325,150
    4,000 SHS DUPONT E I DE NEMOURS 166,522 295,760
    4,500 SHS POTLATCH HOLDINGS INC 135,994 188,415
    6,000 SHS AT&T INC 159,240 201,540
    5,000 SHA BCE INC 214,836 229,300
    6,500 SHS VERIZON COMMUNICATIONS INC 319,452 304,070
    3,000 SHS AMERICAN ELECTRIC POWER INC 0 0
    5,000 SHS DOMINION RESOURCES 221,097 384,500
    2,000 SHS DUKE ENERGY CORP 0 0
    10,000 SHS EXELON CORPORATION 356,927 370,800
    2,000 SHS SOUTHERN CALIF EDISON CO 200,280 200,938
    4,000 SHS WALGREENS BOOTS ALLIANCE INC 247,660 304,800
    4,000 SHS KROGER CO. 0 0

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    US Government Securities - End of Year Book Value:

    100,119
    US Government Securities - End of Year Fair Market Value:

    100,136
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    4,810 SHS KINDER MORGAN MANAGEMENT LLC AT COST 0 0
    4,000 SHS WESTERN GAS PARTNERS AT COST 201,105 292,200

    TY 2014 LegalFeesSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 50,732 0   50,732


    TY 2014 OtherExpensesSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OHIO ATTORNEY GENERAL FILING FEE 200 0   200
    PNC BANK FEES 13,613 13,613   0
    CHECKING SERVICE FEE 102 102   0


    TY 2014 OtherIncomeSchedule2
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    WESTERN GAS PARTNERS 11,465 11,465 11,465


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGENCY FEES (TOCQUEVILLE) 78,607 78,607   0


    TY 2014 TaxesSchedule
    Name:
    THE THENDARA FOUNDATION
    EIN: 31-1126072
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 10,739 10,739   0
    2013 TAX PAYMENT 1,467 0   0
    2014 ESTIMATED TAX PAYMENTS 10,000 0   0