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 LEEVER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)900 SOUTH PARK PLACE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HENDERSONVILLE, NC28791
A Employer identification number

22-3115036
B Telephone number (see instructions)

(828) 393-8512
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$15,105,571
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).............. 487,003
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 244,604 244,604  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 738,433
b Gross sales price for all assets on line 6a 3,522,026
7 Capital gain net income (from Part IV, line 2)... 1,243,929
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)....... 10 10  
12 Total. Add lines 1 through 11........ 1,470,050 1,488,543  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,000 3,800   1,200
c Other professional fees (attach schedule).... 65,110 37,882   27,228
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 46,085 6,842   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,500 0   1,500
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,695 48,524   29,928
25 Contributions, gifts, grants paid........ 824,091 824,091
26 Total expenses and disbursements. Add lines 24 and 25 941,786 48,524   854,019
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 528,264
b Net investment income (if negative, enter -0-) 1,440,019
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............... 1,308,645 144,756 144,756
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,269,858 Click to see attachment11,962,011 14,960,815
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) 11,578,503 12,106,767 15,105,571
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 11,578,503 12,106,767
30 Total net assets or fund balances (see instructions)...... 11,578,503 12,106,767
31 Total liabilities and net assets/fund balances (see instructions).. 11,578,503 12,106,767
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 11,578,503
2 Enter amount from Part I, line 27a..................... 2 528,264
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 12,106,767
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 12,106,767
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 S/T EINBEITA PARTNERS K-1S P    
b L/T EINBEITA PARTNERS K-1S P    
c S/T POWERSHARES DB COMMODITY K-1 P    
d L/T POWERSHARES DB COMMODITY K-1 P    
e POWERSHARES DB COMMODITY K-1 STRADDLES P    
RUTH ANN AC 4076 P    
3000 SHS EXXON MOBIL CORP D 1991-06-10 2014-05-05
1100 ILLINOIS TOOL WORKS INC D 1991-06-10 2014-05-05
1500 MCGRAW-HILL FINANCIAL D 1991-06-10 2014-05-05
1600 MICROSOFT CORP D 1994-08-25 2014-05-05
THOMAS AC 6269 P    
3.7 ABERDEEN SELECT P 2013-12-20 2014-07-01
8260.873 ABERDEEN SELECT P   2014-07-01
8435 SHS POWERSHARES EXCHANGE TRAD FD P 2009-02-19 2014-07-01
DISCLAIMED 1347 P    
1.51 ABERDEEN SELECT INTL CL A P 2013-12-20 2014-07-01
75.22 ABERDEEN SELECT INTL CL A P 2012-12-27 2014-07-01
51.89 ABERDEEN SELECT INTL CL A P 2011-12-28 2014-07-01
3265.59 ABERDEEN SELECT INTL CL A P 2009-02-04 2014-07-01
98.22 ABERDEEN SELECT INTL CL I P 2013-12-20 2014-07-01
1277.53 ABERDEEN SELECT INTL CL I P 2013-12-27 2014-07-01
801.58 ABERDEEN SELECT INTL CL I P 2010-01-21 2014-07-01
40448.74 ABERDEEN SELECT INTL CL I P 2009-02-04 2014-07-01
1005.67 METROPOLITAN WEST TOTAL RETURN BOND P   2014-05-05
2124.58 METROPOLITAN WEST TOTAL RETURN BOND P   2014-05-05
21962.16 METROPOLITAN WEST TOTAL RETURN BOND P   2014-05-05
29440 SHS POWERSHARES EXCH TRADE FD P 2009-02-23 2014-07-01
A/C 9743 P    
444 SHS ISHARES MSCI UTD KINGDOM P 2013-12-19 2014-10-09
1241 ISHARES TR BOND P 2014-02-06 2014-06-06
620 SHS PIMCO ETF P 2014-02-06 2014-07-10
347 WISDOMTREE JPN HDGD EQTY P 2013-12-19 2014-07-10
3013 SHS WISDOMTREE TRUST STRATEGY BRAZIL P 2013-10-09 2014-01-27
868 SHS WISDOMTREE TRUST STRATEGY BRAZIL P 2013-12-19 2014-01-27
357 EGSHARES ETF P 2012-12-06 2014-04-16
779 ISHARES GOLD TRUST P 2012-06-06 2014-03-17
262 SHS ISHARES MSCI GRMANY ETF P 2012-10-03 2014-08-20
802 SHS ISHARES MSCI GRMANY ETF P 2012-10-03 2014-08-20
941 SHS ISHARES MSCI GRMANY ETF P 2012-10-03 2014-08-20
2906 SHS ISHARES MSCI UTD KINGDOM P 2013-06-07 2014-10-09
197 SHS ISHARES TR RUSSELL 2000 D 2012-02-02 2014-02-06
392 SHS ISHARES TR RUSSELL 2000 P 2012-02-02 2014-02-06
181 SHS POWERSHARES S&P ETF P 2012-02-02 2014-10-23
87 SHS POWERSHARES QQQ TRUST SER 1 P 2012-02-02 2014-06-12
138 SHS POWERSHARES QQQ TRUST SER 1 P 2012-02-02 2014-10-23
332 SHS POWERSHARES QQQ TRUST SER 1 P 2012-02-02 2014-12-04
291 SHS VANGUARD DIV APPRECIATION P 2010-12-08 2014-02-06
178 SHS VANGUARD DIV APPRECIATION P 2011-01-07 2014-02-06
398 SHS VANGUARD DIV APPRECIATION P 2011-02-01 2014-02-06
102 SHS VANGUARD DIV APPRECIATION P 2011-02-01 2014-12-04
146 SHS VANGUARD DIV APPRECIATION P 2011-02-01 2014-12-04
235 SHS VANGUARD FTSE EMERGING MKTS P 2011-05-31 2014-04-16
206 SHS VANGUARD REIT P 2012-06-06 2014-12-04
53 SHS VANGUARD TOTAL STOCK MKT D 2008-10-31 2014-10-23
17 SHS VANGUARD TOTAL STOCK MKT D 2008-10-31 2014-12-04
45 SHS VANGUARD TOTAL STOCK MKT D 2008-10-31 2014-12-04
374 SHS WISDOMTREE ASIA ETF P 2011-05-31 2014-04-16
1074 SHS WISDOMTREE JAPAN HDGD EQTY P 2013-01-18 2014-06-06
202 SHS WISDOMTREE JAPAN HDGD EQTY P 2013-02-06 2014-06-06
1065 SHS WISDOMTREE JAPAN HDGD EQTY P 2013-02-06 2014-07-10
32 SHS SPDR S&P 500ETF P 2013-02-20 2014-06-12
124 SHS SPDR S&P 500ETF P 2013-02-20 2014-12-04
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,639     2,639
b 295,540     295,540
c     341 -341
d 232     232
e     24,872 -24,872
      0
305,174   6,497 298,677
93,522   1,897 91,625
110,284   6,739 103,545
63,270   5,713 57,557
      0
48   44 4
108,218   144,751 -36,533
163,898   72,309 91,589
      0
20   18 2
985   814 171
680   487 193
42,779   59,109 -16,330
1,288   1,158 130
16,749   13,810 2,939
10,509   8,882 1,627
530,283   705,929 -175,646
10,822   10,705 117
22,862   23,026 -164
236,316   217,075 19,241
572,009   245,395 326,614
      0
8,401   8,937 -536
130,910   131,001 -91
65,872   65,674 198
17,072   17,322 -250
51,298   55,317 -4,019
14,778   15,073 -295
9,639   9,186 453
10,318   12,416 -2,098
7,523   6,015 1,508
23,029   18,414 4,615
27,021   21,605 5,416
54,988   54,552 436
21,566   16,001 5,565
42,913   31,840 11,073
6,442   4,687 1,755
8,022   5,328 2,694
13,532   8,451 5,081
35,019   20,331 14,688
20,620   15,077 5,543
12,613   9,329 3,284
28,201   21,377 6,824
8,320   5,479 2,841
11,910   7,842 4,068
9,637   11,531 -1,894
16,675   12,943 3,732
5,336   2,547 2,789
1,810   817 993
4,792   2,163 2,629
18,134   19,452 -1,318
52,258   41,865 10,393
9,829   8,318 1,511
52,396   43,857 8,539
6,204   4,878 1,326
25,748   18,901 6,847
101,073     101,073
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       2,639
b       295,540
c       -341
d       232
e       -24,872
      0
      298,677
      91,625
      103,545
      57,557
      0
      4
      -36,533
      91,589
      0
      2
      171
      193
      -16,330
      130
      2,939
      1,627
      -175,646
      117
      -164
      19,241
      326,614
      0
      -536
      -91
      198
      -250
      -4,019
      -295
      453
      -2,098
      1,508
      4,615
      5,416
      436
      5,565
      11,073
      1,755
      2,694
      5,081
      14,688
      5,543
      3,284
      6,824
      2,841
      4,068
      -1,894
      3,732
      2,789
      993
      2,629
      -1,318
      10,393
      1,511
      8,539
      1,326
      6,847
      101,073
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 1,243,929
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 646,083 11,873,023 0.054416
2012 1,111,868 9,639,801 0.115341
2011 308,432 9,852,904 0.031304
2010 397,148 9,465,172 0.041959
2009 430,427 7,821,111 0.055034
2 Total of line 1, column (d) ...................... 2 0.298054
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 0.059611
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 14,433,989
5 Multiply line 4 by line 3....................... 5 860,425
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,400
7 Add lines 5 and 6......................... 7 874,825
8 Enter qualifying distributions from Part XII, line 4.............. 8 854,019
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 28,800
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 28,800
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 28,800
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 24,000
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 24,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,824
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)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCONNECTICUT COMMUNITY FOUNDATION Telephone no.bullet (203) 753-1315
    Located atbullet43 FIELD STREETWATERBURYCT ZIP+4bullet067021906
    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
    THOMAS LEEVER PRESIDENT AND TREASURER
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DANIEL LEEVER VICE PRESIDENT
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    ANDREW LEEVER SECRETARY
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    DAVID SFARA ASSISTANT SECRETARY
    1.00
    0 0 0
    39 SHERMAN HILL ROAD
    WOODBURY,CT06798
    LORI HART DIRECTOR
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    M CATHERINE SMITH DIRECTOR
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    LYNN FRANKLIN HENRY DIRECTOR
    1.00
    0 0 0
    245 FREIGHT STREET
    WATERBURY,CT06702
    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 THE FOUNDATION AWARDS SCHOLARSHIP GRANTS TO CHILDREN OF MACDERMID'S EMPLOYEES. MACDERMID, INC. IS A PUBLICLY TRADE COMPANY LISTED ON THE NEW YORK STOCK EXCHANGE. THE ADMINISTRATION OF THE SCHOLARSHIP PROGRAM IS HANDLED ENTIRELY BY THE CONNECTICUT COMMUNITY FOUNDATION, INC., BASED IN WATERBURY, CONNECTICUT. THE LEEVER FOUNDATION PAYS THE CONNECTICUT COMMUNITY FOUNDATION AN ADMINISTRATIVE FEE FOR THIS SERVICE. FOR 2014, TWENTY THREE SCHOLARSHIPS WERE MADE RANGING BETWEEN $2,000-$5,200. 74,300
    2 THE FOUNDATION SUPPORTS PROGRAMS AND ORGANIZATIONS IN THE GREATER WATERBURY, CT AREA, AS WELL AS NC, THAT: CREATE OPPORTUNITIES FOR PEOPLE, ESPECIALLY CHILDREN, TO BETTER THEIR LIVES PHYSICALLY, EMOTIONALLY, EDUCATIONALLY AND SPIRITUALLY; ENHANCE HEALTHCARE; AND PROMOTE THE ARTS IN ALL FORMS IN ORDER TO BROADEN SOCIETY'S APPRECIATION FOR AND UNDERSTANDING OF LIFE. 749,791
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    10,453,061
    b
    Average of monthly cash balances.......................
    1b
    968,150
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,232,585
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,653,796
    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
    14,653,796
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    219,807
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,433,989
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    721,699
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    721,699
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    28,800
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,800
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    692,899
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    692,899
    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
    692,899
    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
    854,019
    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
    854,019
    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
    854,019
    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 7 692,899
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 43,586
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 639,078
    e From 2013....... 72,475
    fTotal of lines 3a through e......... 755,139
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 854,019
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 692,899
    e Remaining amount distributed out of corpus 161,120
    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 5 916,259
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    43,586
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    872,673
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 639,078
    d Excess from 2013.... 72,475
    e Excess from 2014.... 161,120
    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).)
    THOMAS LEEVER
    DANIEL LEEVER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CAROL O'DONNELL
    THE DUNCANNON GROUP 45 NEWBRIDGE
    CIRCLE
    CHESHIRE,CT06410
    (203) 927-5997
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT MUST FIRST SUBMIT A LETTER OF INQUIRY; PROGRAM OFFICER WILL REVIEW THE REQUEST TO DETERMINE WHETHER THE GRANT REQUEST MEETS THE FOUNDATION'S GUIDELINES. IF IT DOES, THEN A FULL APPLICATION MAY BE SUBMITTED.
    cAny submission deadlines:
    TWO ROUNDS FOR 2014:LETTER OF INQUIRIES BY 3/1 AND 9/1; IF ACCEPTED APPLICATIONS BY 5/3 AND 10/19
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE PUBLIC INSTITUTIONS OR TAX EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OR 501(C)(4) OF THE INTERNAL REVENUE CODE; POLITICAL, LOBBYING OR RELIGIOUS ACTIVITIES ARE INELIGIBLE. RELIGIOUS AFFILIATED ORGANIZATIONS MAY PROPOSE NONSECTARIAN PROJECTS.
    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
    ACT 4 MINISTRY
    1713 THOMASTON AVENUE
    WATERBURY,CT06704
    NONE PC GENERAL FUND 50
    ALL OUR KIN
    134 GRAND AVE 2
    NEW HAVEN,CT06513
    NONE PC GENERAL FUND 6,250
    AMERICAN RED CROSS
    64 HOLMES AVENUE
    WATERBURY,CT06710
    NONE PC GENERAL FUND 3,000
    ASHEVILLE SYMPHONY SOCIETY
    87 HAYWOOD STREET
    ASHEVILLE,NC28801
    NONE PC GENERAL FUND 140,750
    ASSOCIATION OF THE WOODBURY FIRE DEPARTMENT
    25 QUASSUK ROAD
    WOODBURY,CT06798
    NONE PC GENERAL FUND 150
    BEREA COLLEGE
    CPO 2182 LINCOLN ROOM 211
    BEREA,KY40404
    NONE PC SCHOLARSHIP FUND 2,500
    BEST BUDDIES MARYLAND
    3500 BOSTON STREET SUITE 210
    BALTIMORE,MD21224
    NONE EXEMPT GENERAL FUND 100
    BETHLEHEM AMBULANCE ASSOCIATION
    83 MAIN ST
    BETHLEHEM,CT06751
    NONE PC GENERAL FUND 150
    BETHLEHEM PUBLIC LIBRARY
    32 MAIN STREET SOUTH
    BETHLEHEM,CT06751
    NONE EXEMPT GENERAL FUND 2,500
    BETHLEHEM VOLUNTEER FIRE DEPARTMENT
    26 MAIN ST
    BETHLEHEM,CT06751
    NONE PC GENERAL FUND 150
    BOY SCOUT TROOP 406
    310 NORTH LAKE DRIVE
    HILLSBORO,MO63050
    NONE PC GENERAL FUND 2,000
    BOY SCOUTS OF AMERICA (CONNECTICUT RIVERS COUNCIL)
    60 DARLIN STREET PO BOX 280098
    EAST HARTFORD,CT06128
    NONE PC GENERAL FUND 8,625
    BOYS AND GIRLS CLUB OF HENDERSON COUNTY
    1304 ASHE STREET
    HENDERSONVILLE,NC28792
    NONE PC GENERAL FUND 5,000
    BRASS CITY CHARTER SCHOOL
    212 CHESTNUT AVE
    WATERBURY,CT06710
    NONE PC GENERAL FUND 4,500
    COMMUNITY SERVICES COUNCIL OF WOODBURY
    PO BOX 585
    WOODBURY,CT06798
    NONE PC GENERAL FUND 100
    CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INC
    550 GOSHEN RD PO BOX 161
    LITCHFIELD,CT06759
    NONE PC GENERAL FUND 2,000
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103
    NONE PC GENERAL FUND 79,900
    CT COUNCIL FOR PHILANTHROPY
    221 MAIN STREET
    HARTFORD,CT06106
    NONE PC GENERAL FUND 2,150
    DANA-FARBER CANCER INSTITUE
    450 BROOKLINE AVE
    BOSTON,MA02215
    NONE PC GENERAL FUND 350
    EASTER SEALS REHABILITATION CENTER
    22 TOMPKINS STREET
    WATERBURY,CT06708
    NONE PC GENERAL FUND 20,203
    FAMILY SERVICES OF GREATER WATERBURY
    34 MURRAY STREET
    WATERBURY,CT06710
    NONE PC GENERAL FUND 4,000
    FIRST CHURCH OF BETHLEHEM
    21 MAIN STREET SOUTH
    BETHLEHEM,CT06710
    NONE EXEMPT GENERAL FUND 15,330
    FLANDERS NATURE CENTER & LAND TRUST
    5 CHURCH HILL ROAD
    WOODBURY,CT06798
    NONE PC GENERAL FUND 1,700
    GLOBAL VOLUNTEER NETWORK (GVN) FOUNDATION
    PO BOX 602
    BELLEFONTAINE,OH43311
    NONE PC GENERAL FUND 100
    HAROLD LEEVER REGIONAL CANCER CENTER
    1075 CHASE PARKWAY
    WATERBURY,CT06708
    NONE PC GENERAL FUND 5,000
    HENDERSON COUNTY HABITAT FOR HUMANITY
    1111 KEITH STREET
    HENDERSONVILLE,NC28792
    NONE EXEMPT GENERAL FUND 2,500
    HENDERSONVILLE RESCUE MISSION
    PO BOX 1512
    HENDERSONVILLE,NC28793
    NONE EXEMPT GENERAL FUND 10,000
    HENDERSONVILLE SYMPHONY ORCHESTRA
    228 6TH AVE EAST SUITE A
    HENDERSONVILLE,NC28792
    NONE PC GENERAL FUND 2,000
    INSTITUTE FOR AMERICAN INDIAN STUDIES
    38 CURTIS ROAD PO BOX 1260
    WASHINGTON DEPOT,CT06793
    NONE PC GENERAL FUND 3,000
    JANE DOE NO MORE
    203 CHURCH STREET
    NAUGATUCK,CT06770
    NONE PC GENERAL FUND 50
    LITERACY VOLUNTEERS OF GREATER WATERBURY
    267 GRAND STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 9,425
    MAINSTAY INC
    133 FIFTH AVE WEST
    HENDERSONVILLE,NC28792
    NONE PC GENERAL FUND 5,000
    MATTATUCK MUSEUM
    144 WEST MAIN STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 4,000
    MEALS AND WHEELS OF GREATER SPRINGFIELD
    139 MAIN STREET
    SPRINGFIELD,VT05156
    NONE PC GENERAL FUND 2,000
    ONLY HOPE WNC
    851 CASE ST
    HENDERSONVILLE,NC28792
    NONE PC GENERAL FUND 5,000
    PALACE THEATER
    100 EAST MAIN STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 2,000
    PINEY WOODS SCHOOL
    5096 HIGHWAY 49 SOUTH
    PINEY WOODS,MS39148
    NONE PF GENERAL FUND 5,750
    POLICE ACTIVITY LEAGUE OF WATERBURY
    64 DIVISION STREET
    WATERBURY,CT06704
    NONE PC GENERAL FUND 50
    POMPERAUG RIVER WATERSHED COALITION INC
    39 SHERMAN HILL ROAD SUITE C103
    WOODBURY,CT06798
    NONE PC GENERAL FUND 50
    RIVER VALLEY TECHNICAL SCHOOL DISTRICT
    307 SOUTH STREET
    SPRINGFIELD,VT05156
    NONE EXEMPT GENERAL FUND 10,000
    SALVATION ARMY
    74 CENTRAL AVENUE
    WATERBURY,CT067021207
    NONE PC GENERAL FUND 5,000
    SHAKESPERIENCE PRODUCTIONS INC
    117 BANK STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 5,000
    ST MARGARET'S WILLOW PLAZA
    60 ELMWOOD AVE
    WATERBURY,CT06702
    NONE EXEMPT GENERAL FUND 200
    ST MARY'S HOSPITAL
    56 FRANKLIN STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 7,500
    ST VINCENT DE PAUL SOCIETY
    34 WILLOW STREET
    WATERBURY,CT06710
    NONE PC GENERAL FUND 6,000
    THE CT COMMUNITY FOUNDATION
    43 FIELD ST
    WATERBURY,CT06702
    NONE PC GENERAL FUND/SCHOLARSHIP FUND 105,300
    THREE RIVER VALLEY REGIONAL BUSINESS
    307 SOUTH STREET
    SPRINGFIELD,VT05156
    NONE PC GENERAL FUND 2,500
    TRIPS FOR KIDS
    89 THOMPSON ST UNIT F
    ASHEVILLE,NC28803
    NONE PC GENERAL FUND 8,300
    UNITED WAY OF GREATER WATERBURY
    60 NORTH MAIN STPO BOX 2688
    WATERBURY,CT06723
    NONE PC GENERAL FUND 50,000
    VNA HEALTHCARE-HARTFORD
    103 WOODLAND ST
    HARTFORD,CT06105
    NONE EXEMPT GENERAL FUND 3,000
    VNA NORTHWEST
    607 BANTAM ROAD
    BANTAM,CT067501635
    NONE PC GENERAL FUND 3,533
    WATERBURY HOSPITAL HEALTH CENTER
    64 ROBBINS STREET
    WATERBURY,CT06708
    NONE PC GENERAL FUND 7,500
    WATERBURY OPPORTUNITIES INDUSTRIALIZATION
    232 NORTH ELM STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 2,500
    WATERBURY SYMPHONY ORCHESTRA INC
    PO BOX 1762
    WATERBURY,CT06721
    NONE PC GENERAL FUND 236,025
    WATERBURY YOUTH SERVICE SYSTEM
    83 PROSPECT STREET
    WATERBURY,CT06702
    NONE PC GENERAL FUND 50
    WATERBURY'S CORPORAL COYLE POST #1-AMERICAN LEGION
    670 WATERTOWN AVE
    WATERBURY,CT06708
    NONE EOF GENERAL FUND 500
    WELLMORE BEHAVIORAL HEALTH
    141 EAST MAIN STREET 3
    WATERBURY,CT06702
    NONE PC GENERAL FUND 6,050
    WESTWOOD LAND TRUST INC
    PO BOX 2616
    WESTWOOD,MA02090
    NONE PC GENERAL FUND 250
    YMCA OF GREATER WATERBURY
    136 W MAIN ST
    WATERBURY,CT06702
    NONE PC GENERAL FUND 7,500
    Total .................................bullet 3a 824,091
    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....     14 244,604  
    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 10  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 738,433  
    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).. 0 983,047 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13983,047
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


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

    22-3115036
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




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

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

    22-3115036
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    HAROLD LEEVER CLUT 32597  
    C/O THOMAS LEEVER TRUSTEE 900 SO PA
     
    HENDERSONVILLE, NC28791

    $8,555


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    HAROLD LEEVER CLUT 32597  
    C/O THOMAS LEEVER TRUSTEE 900 SO PA
     
    HENDERSONVILLE, NC28791

    $233,692


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    DANIEL LEEVER  
    C/O US TRUST 114 WEST 47TH ST
     
    NEW YORK, NY10036

    $244,756


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

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

    22-3115036
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    2
    SHS:271 EWG,66 IEF,77 IWM,335 SPLV,519 QQQ,177 SPY,432 VIG,284 VEA,109 VNQI,321 VNQ,150 VTI,462 EPI $ 233,692 2014-12-03
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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

    22-3115036
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BLUM SHAPIRO 5,000 3,800   1,200

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EINBEITA PARTNERS-RAL ADVISED FUNDS AT COST 0 0
    EINBEITA PARTNERS-TL ADVISED FUNDS AT COST 306,579 424,214
    EINBEITA PARTNERS-DISCLAIMED FUNDS AT COST 0 0
    EINBEITA PARTNERS-MAIN ACCOUNT AT COST 1,357,254 1,878,723
    SCHWAB 3704-9743/WINDHAVEN INV MGT AT COST 1,761,149 1,891,641
    SCHWAB 7799-3774/GENERAL ACCT AT COST 0 0
    SCHWAB 5856-6269/TL ADVISED FUNDS AT COST 1,469,074 1,626,188
    SCHWAB 4699-4076/RAL ADVISED FUNDS AT COST 0 0
    SCHWAB 4770-1347/DISCLAIMED FUNDS AT COST 6,426,563 7,649,194
    TARTAN HOLDINGS LLC AT COST 517,325 1,370,855
    SCHWAB 4187-9340/AL ADVISED FUNDS AT COST 124,067 120,000

    TY 2014 OtherIncomeSchedule2
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME 10 10 10


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EINBETA PARTNERS MGT & PROF FEES 21,835 21,835   0
    POWERSHARES DB COMMODITY INDEX TRACKING FUND 603 603   0
    DUNCANNON GROUP 27,228 0   27,228
    BROKER FEES 15,444 15,444   0


    TY 2014 SubstantialContributorsSch
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Name Address
     
     
    C/O THOMAS LEEVER TRUSTEE 900 SO
    PARK PL
    HENDERSONVILLE,NC28791
    THOMAS LEEVER 900 SO PARK PL
    HENDERSONVILLE,NC28791
    RUTH ANN LEEVER 366 GUILDS HOLLOW ROAD
    BETHLEHEM,CT06751
    DANIEL LEEVER 245 FREIGHT STREET
    WATERBURY,CT06702


    TY 2014 TaxesSchedule
    Name:
    THE LEEVER FOUNDATION
    EIN: 22-3115036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 6,842 6,842   0
    2013 BALANCE DUE 17,200 0   0
    2014 FEDERAL ESTIMATES 22,043 0   0