Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
CAPITAL ONE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)1680 CAPITAL ONE DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22102
A Employer identification number

11-3276603
B Telephone number (see instructions)

(703) 720-1000
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$43,633,647J 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).............. 3,591,753
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 44,704 44,704  
4 Dividends and interest from securities...... 684,493 684,493  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,699,950
b Gross sales price for all assets on line 6a 67,196,605
7 Capital gain net income (from Part IV, line 2)... 4,699,950
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,020,900 5,429,147  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,291 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 145,599 72,799   72,800
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 199,890 72,799   72,800
25 Contributions, gifts, grants paid........ 6,451,229 6,451,229
26 Total expenses and disbursements. Add lines 24 and 25 6,651,119 72,799   6,524,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,369,781
b Net investment income (if negative, enter -0-) 5,356,348
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............... 1,243,755 187,396 187,396
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........... 23,908 29,616 29,616
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment1,812,360 1,812,360
b Investments—corporate stock (attach schedule)........ 2,015,590 Click to see attachment5,786,846 5,786,846
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment3,800,568 3,800,568
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 40,935,853 Click to see attachment32,013,195 32,013,195
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment8,737 Click to see attachment3,666 Click to see attachment3,666
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,227,843 43,633,647 43,633,647
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 188,041 153,041
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).......... 188,041 153,041
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 44,039,802 43,480,606
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 44,039,802 43,480,606
31 Total liabilities and net assets/fund balances (see instructions).. 44,227,843 43,633,647
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 44,039,802
2 Enter amount from Part I, line 27a..................... 2 2,369,781
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 46,409,583
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,928,977
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 43,480,606
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 77 SHARES BERKSHIRE HATHAWAY INC DEL CL B NEW P 2013-11-15 2014-01-02
b 1010 SHARES EATON VANCE CORP COM NON VTG P 2013-11-15 2014-01-02
c 960 SHARES MEADWESTVACO CORP COM P 2013-11-15 2014-01-21
d 0.549 SHARES KINDER MORGAN MANAGEMENT LLC SHS P 2013-11-15 2014-02-28
e 850 SHARES EATON VANCE CORP COM NON VTG P 2014-01-29 2014-04-29
310 SHARES HERSHEY CO P 2014-01-29 2014-04-29
390 SHARES PHILIP MORRIS INTL INC COM P 2014-01-29 2014-04-29
338 SHARES KINDER MORGAN MANAGEMENT LLC SHS P 2014-01-29 2014-04-29
0.302 SHARES KINDER MORGAN MANAGEMENT LLC SHS P 2014-01-29 2014-05-29
5 SHARES KINDER MORGAN MANAGEMENT LLC SHS P 2014-01-29 2014-07-18
170 SHARES WHITE MOUNTAINS INSURANCE GP P 2014-07-31 2014-08-13
383 SHARES NEWMARKET CORP COM P 2014-01-29 2014-10-21
9343.898 SHARES DODGE & COX INTERNATIONAL STOCK P 2008-12-16 2014-04-03
7788.162 SHARES MORGAN STANLEY MID CAP GROWTH FUND P 2013-12-16 2014-04-03
7265.426 SHARES ALGER RETIREMENT FD P 2009-01-12 2014-05-08
7960.805 SHARES ALGER RETIREMENT FD P 2011-12-21 2014-05-27
5000 SHARES ALGER RETIREMENT FD P 2012-01-23 2014-06-24
4000 SHARES HARBOR SMALL CAP VALUE FUND INST P 2008-12-12 2014-06-24
10000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-14 2014-06-24
9749.263 SHARES ALGER RETIREMENT FD P 2013-12-18 2014-06-30
5000 SHARES HARBOR SMALL CAP VALUE FUND INST P 2008-12-16 2014-06-30
0.808 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE P 2014-06-30 2014-07-02
50000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-13 2014-07-02
3500 SHARES ISHARES MSCI EAFE ETF P 2013-12-11 2014-06-30
40000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-13 2014-07-08
15000 SHARES HARBOR SMALL CAP VALUE FUND INST P 2009-04-13 2014-07-09
50000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-13 2014-07-09
1500 SHARES ISHARES MSCI EAFE ETF P 2013-12-11 2014-07-09
10451.134 SHARES HARBOR SMALL CAP VALUE FUND INST P 2013-12-17 2014-07-24
46500 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-13 2014-07-30
13000 SHARES ALLIANZGI NFJ DIVIDEND VALUE FUND P 1990-01-01 2014-08-12
45000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2011-09-13 2014-08-12
4000 SHARES ISHARES MSCI EMU ETF P 2014-01-10 2014-08-12
3022 SHARES VANGUARD INDEX FDS S&P 500 ETF SHS P 2011-04-20 2014-08-12
68000 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2012-01-23 2014-08-27
63500 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2012-01-23 2014-09-05
69524.638 SHARES MAINSTAY LARGE CAP GROWTH FUND CL I P 2013-12-04 2014-09-09
2466 SHARES ISHARES RUSSELL MID-CAP ETF P 2009-03-13 2014-09-09
10000 SHARES ISHARES MSCI EMU ETF P 2014-04-02 2014-09-29
1423 SHARES ISHARES RUSSELL 2000 ETF P 2009-03-13 2014-09-29
16012.338 SHARES DODGE & COX INTERNATIONAL STOCK P 2013-12-20 2014-10-28
4000 SHARES DODGE & COX INTERNATIONAL STOCK P 2008-12-26 2014-11-20
4500 SHARES VANGUARD INDEX FDS S&P 500 ETF SHS P 2011-04-20 2014-12-08
173971.506 SHARES EATON VANCE FLOATING RATE FUND P 2014-02-01 2014-02-14
88064.444 SHARES NATIXIS LOOMIS SAYLES INVESTMENT P 2014-02-04 2014-02-14
80000 SHARES US TREASURY NOTE P 2014-02-20 2014-02-26
45000 SHARES US TREASURY NOTE P 2014-02-28 2014-03-03
45000 SHARES US TREASURY NOTE P 2014-02-28 2014-03-05
65000 SHARES US TREASURY NOTE P 2014-02-28 2014-03-04
2642.707 SHARES ADVISORS SER TR PIA BBB BOND FUND P 2014-02-24 2014-04-24
30000 SHARES US TREASURY NOTE P 2014-02-20 2014-05-01
2634.352 SHARES ADVISORS SER TR PIA BBB BOND FUND P 2014-02-24 2014-05-02
60000 SHARES US TREASURY NOTE P 2014-02-20 2014-05-19
3664.921 SHARES ADVISORS SER TR PIA BBB BOND FUND P 2014-02-24 2014-06-17
45000 SHARES US TREASURY NOTE P 2014-09-26 2014-10-06
20833 SHARES ADVISORS SER TR PIA BBB BOND FUND P 2014-02-24 2014-10-29
350000 SHARES US TREASURY NOTE P 2014-08-18 2014-10-29
60000 SHARES US TREASURY NOTE P 2014-02-28 2014-11-12
30000 SHARES US TREASURY NOTE P 2014-10-29 2014-11-18
10504.2 SHARES ADVISORS SER TR PIA BBB BOND FUND P 2014-02-24 2014-11-24
1500 SHARES VANGUARD INTL EQUITY INDEX FDS P 2013-11-20 2014-08-27
2000 SHARES VANGUARD INDEX FDS REIT ETF P 2013-11-14 2014-08-27
1200 SHARES VANGUARD INTL EQUITY INDEX FDS P 2013-11-26 2014-09-05
1000 SHARES VANGUARD INDEX FDS REIT ETF P 2013-11-20 2014-09-05
500 SHARES VANGUARD INTL EQUITY INDEX FDS P 2013-12-11 2014-10-29
3000 SHARES VANGUARD INDEX FDS REIT ETF P 2014-02-20 2014-10-29
2850 SHARES UBS ALERIAN MLP INDEX ETN P 2013-11-14 2014-11-21
1000 SHARES VANGUARD INTL EQUITY INDEX FDS P 2014-02-20 2014-11-21
900 SHARES VANGUARD INDEX FDS REIT ETF P 2013-11-26 2014-11-21
9732.98 SHARES DODGE & COX INTERNATIONAL STOCK P 2008-12-12 2014-02-05
242.112 SHARES EATON VANCE FLOATING RATE FUND P 2014-02-01 2014-02-27
36212.382 SHARES EATON VANCE PARAMETRIC EMERGING P 2013-12-27 2014-02-05
84252 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE P 2013-12-31 2014-01-27
19 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE P 2013-12-31 2014-02-27
28980.737 SHARES HARDING LOEVNER FUNDS INC P 2012-04-25 2014-01-10
28555.111 SHARES HARDING LOEVNER FUNDS INC P 2013-12-20 2014-01-24
28297.096 SHARES LAZARD EMERGING MARKETS EQUITY P 2013-12-24 2014-01-10
8905.771 SHARES MORGAN STANLEY MID CAP GROWTH FUND P 2009-03-13 2014-01-29
51696 SHARES JP MORGAN HIGHBRIDGE STATISTICAL P 2011-04-07 2014-02-10
1 SHARES JP MORGAN HIGHBRIDGE STATISTICAL P 2011-04-07 2014-02-27
0.19 SHARES JP MORGAN HIGHBRIDGE STATISTICAL P 2011-04-07 2014-06-09
102669.761 SHARES PIMCO LOW DURATION FUND #36 P 2014-02-01 2014-02-21
18953.666 SHARES LOOMIS SAYLES BOND INSTITUTIONAL P 2008-12-12 2014-02-26
39053.057 SHARES FEDERATED INSTITUTIONAL HIGH YIELD P 2014-01-10 2014-03-11
52083.333 SHARES LOOMIS SAYLES BOND INSTITUTIONAL P 2014-02-25 2014-03-11
49750.763 SHARES PIMCO TOTAL RETURN FUND INST #35 P 1990-01-01 2014-03-31
46425.255 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2008-12-12 2014-04-03
47677.941 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2008-12-12 2014-04-21
46381.713 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2008-12-12 2014-04-24
46210.721 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2008-12-12 2014-04-28
46721.404 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2009-02-12 2014-05-05
46082.949 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2014-05-01 2014-05-08
41.553 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2014-06-01 2014-06-24
0.062 SHARES PIMCO TOTAL RETURN FUND INST #35 P 2014-07-01 2014-07-17
10000 SHARES STONE HARBOR LOCAL MARKET FUND P 2013-12-12 2014-07-24
20000 SHARES WELLS FARGO ADVANTAGE SHORT-TERM P 2013-11-26 2014-07-24
4000 SHARES SPDR BARCLAYS SHORT TERM INT'L P 2014-01-27 2014-08-27
3002 SHARES VANGUARD BD INDEX FD INC TOTAL BD P 2012-05-21 2014-01-01
14500 SHARES VANGUARD SCOTTSDALE FDS VANGUARD P 2014-08-29 2014-10-29
5500 SHARES LEGG MASON BW INTERNATIONAL P 2013-12-12 2014-11-21
14000 SHARES STONE HARBOR LOCAL MARKET FUND P 2014-01-02 2014-11-21
45171.409 SHARES STONE HARBOR LOCAL MARKET FUND P 2014-12-19 2014-12-23
VARIOUS P   2014-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 9,073   8,924 149
b 42,741   43,199 -458
c 35,800   33,373 2,427
d 39   41 -2
e 30,317   35,520 -5,203
29,783   30,286 -503
33,352   34,581 -1,229
24,582   24,523 59
22   22 0
398   365 33
106,770   102,241 4,529
146,928   123,375 23,553
416,831   223,520 193,311
353,660   275,355 78,305
189,846   106,756 83,090
219,400   133,671 85,729
142,350   134,517 7,833
105,280   49,720 55,560
105,900   71,600 34,300
282,046   265,921 16,125
133,550   62,965 70,585
8   8 0
543,500   353,000 190,500
238,835   227,148 11,687
428,000   282,400 145,600
398,100   178,337 219,763
539,000   353,000 186,000
101,878   97,349 4,529
272,148   204,011 68,137
504,060   328,290 175,770
219,180   129,436 89,744
477,900   317,700 160,200
154,877   163,960 -9,083
536,740   367,898 168,842
752,080   486,782 265,298
704,215   473,710 230,505
764,076   583,567 180,509
404,563   146,494 258,069
384,491   410,960 -26,469
158,220   65,800 92,420
700,059   516,878 183,181
177,600   88,997 88,603
858,086   547,830 310,256
1,597,058   1,603,789 -6,731
1,062,057   1,074,391 -12,334
78,965   78,832 133
44,603   44,455 148
44,448   44,455 -7
64,187   64,213 -26
25,026   24,577 449
30,039   30,059 -20
25,053   24,499 554
60,084   60,024 60
34,890   34,084 806
43,983   43,545 438
198,955   193,747 5,208
350,395   350,288 107
60,021   60,068 -47
29,599   29,222 377
100,105   97,689 2,416
88,858   85,664 3,194
153,470   134,900 18,570
70,787   67,790 2,997
77,508   66,770 10,738
27,649   27,370 279
232,405   202,380 30,025
130,385   110,950 19,435
56,259   54,937 1,322
71,350   59,168 12,182
394,478   229,114 165,364
2,223   2,227 -4
506,973   591,596 -84,623
789,441   855,629 -66,188
177   179 -2
510,641   425,727 84,914
488,007   422,215 65,792
513,875   358,054 155,821
395,238   151,652 243,586
759,414   797,256 -37,842
15   15 0
3   3 0
1,066,739   1,088,261 -21,522
291,318   181,766 109,552
395,732   399,119 -3,387
803,125   622,816 180,309
536,313   538,731 -2,418
499,536   504,533 -4,997
515,399   473,442 41,957
501,850   460,570 41,280
500,000   458,872 41,128
506,927   466,460 40,467
501,843   490,940 10,903
454   455 -1
1   1 0
101,400   96,500 4,900
164,200   165,600 -1,400
142,157   142,492 -335
247,239   251,515 -4,276
885,207   884,385 822
65,395   63,412 1,983
131,740   131,838 -98
389,378   422,789 -33,411
38,105,744   38,066,595 39,149
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       149
b       -458
c       2,427
d       -2
e       -5,203
      -503
      -1,229
      59
      0
      33
      4,529
      23,553
      193,311
      78,305
      83,090
      85,729
      7,833
      55,560
      34,300
      16,125
      70,585
      0
      190,500
      11,687
      145,600
      219,763
      186,000
      4,529
      68,137
      175,770
      89,744
      160,200
      -9,083
      168,842
      265,298
      230,505
      180,509
      258,069
      -26,469
      92,420
      183,181
      88,603
      310,256
      -6,731
      -12,334
      133
      148
      -7
      -26
      449
      -20
      554
      60
      806
      438
      5,208
      107
      -47
      377
      2,416
      3,194
      18,570
      2,997
      10,738
      279
      30,025
      19,435
      1,322
      12,182
      165,364
      -4
      -84,623
      -66,188
      -2
      84,914
      65,792
      155,821
      243,586
      -37,842
      0
      0
      -21,522
      109,552
      -3,387
      180,309
      -2,418
      -4,997
      41,957
      41,280
      41,128
      40,467
      10,903
      -1
      0
      4,900
      -1,400
      -335
      -4,276
      822
      1,983
      -98
      -33,411
      39,149
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 4,699,950
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 7,713,604 46,022,663 0.167604
2012 1,855,000 45,200,884 0.041039
2011 4,269,000 44,367,966 0.096218
2010 3,216,171 44,698,530 0.071953
2009 4,107,977 39,658,194 0.103585
2 Total of line 1, column (d) ...................... 2 0.480399
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 0.096080
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 43,317,538
5 Multiply line 4 by line 3....................... 5 4,161,949
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 53,563
7 Add lines 5 and 6......................... 7 4,215,512
8 Enter qualifying distributions from Part XII, line 4.............. 8 6,524,029
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 53,563
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 53,563
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 53,563
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 43,518
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 27,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,518
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 16,955
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet16,955 RefundedBullet 11 0
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)
    bulletNY
    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 ofbulletTHE FOUNDATION Telephone no.bullet (703) 720-1000
    Located atbullet1680 CAPITAL ONE DRIVEMCLEANVA ZIP+4bullet22102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN G FINNERAN CHAIR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    RICHARD WOODS VICE CHAIR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    CAROLYN BERKOWITZ PRESIDENT
    1.00     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    ROBERT MAGNANO DIRECTOR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    KENNETH KIDO DIRECTOR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    ANDREW YOUNG DIRECTOR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    COLLEEN TAYLOR DIRECTOR
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    CATHERINE FOCA VICE PRESIDENT
    2.00     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    STEVE PETTI TREASURER
    1.00     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    KRISTINE WELLMAN SECRETARY
    0.50     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    PETE AUGUSTERFER ASSISTANT TREADURER
    1.00     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    SARAH O'KEIFF ASSISTANT SECRETARY
    1.00     		0 0 0
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102
    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 Y-PLAN INITIATIVE IS FOCUSED ON THREE MAIN GOALS: NATIONAL Y-PLAN WEBSITE AND TOOLKIT, EVIDENCE OF STUDENT OUTCOMES AND IMPACT AND DOCUMENTATION AND PUBLICATION OF THE RESULTS OF THE Y-PLAN INITIATIVE. 350,000
    2 DC CENTRAL KITCHEN WAS FOUNDED WITH THE INTENTION OF SHORTENING OUR CITY'S LINE OF HUNGRY PEOPLE BY THE VERY WAY THAT WE FED IT. WE SEEK TO REPLACE DESTRUCTIVE CYCLES OF DEPENDENCY WITH LIBERATING CYCLES OF SELF-SUFFICIENCY, ONES THAT WILL ULTIMATELY PUT OURSELVES OUT OF BUSINESS. WITH THAT ASPIRATIONAL GOAL IN MIND, OUR HCIF-FUNDED GO-TEAM IS MEANT TO EMPOWER OTHER DIRECT SERVICE PROVIDERS TO TAKE A SIMILAR PERSPECTIVE, AND GO BEYOND ALLEVIATING THE SYMPTOMS OF POVERTY TO INSTEAD TREAT ITS ROOT CAUSES. FOR OUR PART, THE GO-TEAM ALLOWS US TO COST-EFFECTIVELY BROADEN OUR IMPACT IN A TIME OF SCARCE RESOURCES AND OVERCOME THE SERIOUS PROGRAMMATIC CONSTRAINTS IMPOSED BY OUR EXISTING FACILITY. 200,000
    3 THE BREAKTHROUGH PORTAL PLAYS AN INTEGRAL ROLE IN ADVANCING BREAKTHROUGH'S MISSION. THE SUCCESS OF OUR ALUMNI AS THEY ENTER CLASSROOMS ACROSS THE COUNTRY IS A DEFINING FEATURE OF BREAKTHROUGH'S ABILITY TO MAKE LONG-TERM SYSTEMIC CHANGE TO U.S. EDUCATION. THE PORTAL IS AT THE CENTER OF BREAKTHROUGH'S EFFORTS TO TRANSFORM THE SELECTION AND ENGAGEMENT OF COLLEGE AND HIGH SCHOOL STUDENTS AS WE TRAIN AND SUPPORT THEM AS FUTURE TEACHERS IN OUR NATION'S SCHOOLS. BREAKTHROUGH'S TEACHING "LIFECYCLE" SEGMENTS PARTICIPANTS WITHIN INDIVIDUAL COHORTS-ASPIRING TEACHING FELLOWS, TEACHING FELLOWS, UNDERGRADUATE ALUMNI, YOUNG PROFESSIONAL ALUMNI AND ALUMNI WHO ARE EDUCATIONAL LEADERS-SO THAT AT EACH STAGE OF THEIR JOURNEY, WE CAN TAILOR OUR ACTIVITIES TO MEET THEIR NEEDS. DURING THIS BETA LAUNCH OF THE PORTAL, WE WILL BE FOCUSED ON PROVIDING RESOURCES TO THE TEACHING FELLOWS, UNDERGRADUATE ALUMNI, AND YOUNG PROFESSIONAL ALUMNI SEGMENTS. 200,000
    4 YEAR UP IS BUILDING A NATIONAL ALUMNI ENGAGEMENT PORTAL THAT WILL; PROVIDE A SINGLE PLATFORM FOR ALUMNI TO COME TOGETHER TO BUILD NETWORKS, CONTINUE THEIR CAREER DEVELOPMENT, AND TO ENGAGE IN MEANINGFUL DISCUSSIONS ABOUT THE OPPORTUNITY DIVIDE. IN ADDITION, THIS PORTAL WILL BRING TOGETHER EMPLOYERS LOOKING FOR HIGHLY QUALIFIED AND TRAINED ENTRY LEVEL TALENT WITH THE YEAR UP GRADUATES WHO CAN MEET THEIR PRESSING NEED FOR A TALENT PIPELINE. 172,500
    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
    42,638,663
    b
    Average of monthly cash balances.......................
    1b
    1,338,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,977,196
    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
    43,977,196
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    659,658
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    43,317,538
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,165,877
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,165,877
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    53,563
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    53,563
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,112,314
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,112,314
    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
    2,112,314
    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
    6,524,029
    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
    6,524,029
    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
    53,563
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,470,466
    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 2,112,314
    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....... 2,198,826
    b From 2010....... 1,054,037
    c From 2011....... 2,111,849
    d From 2012....... 1,302,847
    e From 2013....... 5,482,307
    fTotal of lines 3a through e......... 12,149,866
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 6,524,029
    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..... 2,112,314
    e Remaining amount distributed out of corpus 4,411,715
    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 16,561,581
    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) ...     		2,198,826
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		14,362,755
    10 Analysis of line 9:
    a Excess from 2010.... 1,054,037
    b Excess from 2011.... 2,111,849
    c Excess from 2012.... 1,302,847
    d Excess from 2013.... 5,482,307
    e Excess from 2014.... 4,411,715
    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
    ACCION USA INC
    56 ROLAND ST STE 300
    BOSTON,MA021291233     		  PC ACCION MICROLOAN PRODUCT AND SERVICE DEVELOPMENT 160,000
    ASIAN AMERICANS FOR EQUALITY INC
    108 NORFOLK STREET
    NEW YORK,NY100026103     		  PC AAFE FINANCIAL AID SUPPORT AND PERSISTENCE 50,000
    ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW SUITE 700
    WASHINGTON,DC20036     		  PC EMERGING LEADERS IN MICROENTERPRISE (SQUARED) 190,000
    ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW SUITE 700
    WASHINGTON,DC20036     		  PC HUMAN CAPITAL INNOVATION FUND (HCIF) 150,795
    ASSOCIATION FOR ENTERPRISE OPPORTUNITY
    1601 NORTH KENT ST STE 1101
    ARLINGTON,VA22209     		  PC REIMAGINING TECHNICAL ASSISTANCE 100,000
    ASSOCIATION FOR NEIGHBORHOOD AND HOUSING DEVELOPMENT
    50 BROAD ST STE 1125
    NEW YORK,NY100042376     		  PC REAL AFFORDABILITY IN NYC HOUSING 50,000
    BLUE ENGINE INC
    55 EXCHANGE PLACE 6TH FLOOR
    NEW YORK,NY10005     		  PC BLUE ENGINE TEACHING ASSISTANTS AT WHEELS 35,000
    BOTTOM LINE
    26 COURT STREET SUITE 1303
    BROOKLYN,NY11242     		  PC BOTTOM LINE SUCCESS PROGRAM EXPANSION 50,000
    BRAND NEW DAY INC
    202 SECOND STREET
    ELIZABETH,NJ072061665     		  PC "HOUSING COUNSELOR ON THE GO" - PROVIDING FINANCIAL CAPABILITY & WELLNESS SERVICES TO ASSIST FAMILIES IN THEIR PURSUITS OF FORECLOSURE PREVENTION AND INTERVENTION PHASE IV 15,000
    BREAKTHROUGH COLLABORATIVE
    545 SANSOME ST STE 700
    SAN FRANCISCO,CA941112913     		  PC THE BREAKTHROUGH PORTAL BETA LAUNCH 200,000
    BRIDGE STREET DEVELOPMENT CORPORATION
    460 NOSTRAND AVE
    BROOKLYN,NY112161747     		  PC TENANT ORGANIZING IN BEDFORD-STUYVESANT 10,000
    CAMBA INC
    1720 CHURCH AVE
    BROOKLYN,NY112262630     		  PC BROOKLYN SUPPORTIVE AND AFFORDABLE HOUSING DEVELOPMENT PROJECT 25,000
    CFED-CORPORATION FOR ENTERPRISE DEVELOPMENT
    1200 G ST NW STE 400
    WASHINGTON,DC200053832     		  PC ADDRESSING MICROBUSINESS OWNERS' FINANCIAL CHALLENGES 150,000
    CHHAYA CDC
    37-43 77TH STREET 2ND FLOOR
    JACKSON HEIGHTS,NY11372     		  PC BASEMENT APARTMENTS SAFE FOR EVERYONE CAMPAIGN 16,500
    CITIZENS HOUSING & PLANNING COUNCIL
    42 BROADWAY STE 2010
    NEW YORK,NY100043854     		  PC NEIGHBORHOOD STRESS TEST 10,000
    CLAYTON CHILD CARE INC
    1215 COUNTRY CLUB LN
    FORT WORTH,TX761122304     		  PC SCHOLARSHIPS FOR CHILDREN IN LOW INCOME FAMILIES FOR AFTER SCHOOL YOUTH ENRICHMENT SERVICES 10,000
    COLLEGE SUMMIT INC
    1763 COLUMBIA RD NW STE 2
    WASHINGTON,DC200092834     		  PC ALUMNI ENGAGEMENT DESIGN PHASE YEAR 3 200,000
    COLLEGE SUMMIT
    415 MICHIGAN AVE NE SUITE 350
    WASHINGTON,DC20017     		  PC INCREASING COLLEGE ENROLLMENT OF LOW-INCOME STUDENTS IN PGCPS 25,000
    COMMIT
    3963 MAPLE AVE SUITE 310
    DALLAS,TX75219     		  PC COLLEGE AFFORDABILITY 25,000
    COMMON GROUND COMMUNITIES
    125 MAIDEN LANE SUITE 16C
    NEW YORK,NY10038     		  PC ZERO: 2016 50,000
    COMMON GROUND COMMUNITIES
    125 MAIDEN LANE SUITE 16C
    NEW YORK,NY10038     		  PC BROWNSVILLE NETWORK EMPOWERMENT CENTER 20,000
    COMMUNITIES IN SCHOOLS DALLAS INC
    8700 N STEMMONS FREEWAY SUITE 125
    DALLAS,TX752473729     		  PC CISDR PROGRAM AT LAMAR MIDDLE SCHOOL AND BOWMAN MIDDLE SCHOOL 45,000
    COMMUNITIES IN SCHOOLS HOUSTON INC
    2150 W 18TH ST STE 100
    HOUSTON,TX770081283     		  PC CIS DROPOUT PREVENTION SERVICES 45,000
    COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS
    3000 S IH 35 SUITE 200
    AUSTIN,TX787046536     		  PC CIS DROPOUT PREVENTION SERVICES AT ALLISON ELEMENTARY SCHOOL 10,000
    COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL INC
    3121 SOUTH STREET NW
    WASHINGTON,DC20007     		  PC COMMUNITIES IN SCHOOLS INTEGRATED STUDENT SUPPORTS (ISS) IN WARD 8 25,000
    COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND
    2100 MIDDLE COUNTRY ROAD
    CENTEREACH,NY11720     		  PC HOMEOWNER PRESERVATION SERVICES (HPS) 65,000
    COMMUNITY LEAGUE OF THE HEIGHTS
    500 W 159TH ST
    NEW YORK,NY100326912     		  PC CLOTH PRESERVATION PROJECT 10,000
    COMMUNITY LOAN FUND OF NEW JERSEY INC
    108 CHURCH ST 3RD FLOOR
    NEW BRUNSWICK,NJ08901     		  PC RESTART THE SHORE 30,000
    CREDIT BUILDERS ALLIANCE
    1701 K STREET NW SUITE 1000 10TH
    FLOOR
    WASHINGTON,DC20006     		  PC IDENTIFYING BARRIERS TO CREDIT REPORTING 75,000
    CRENULATED CO LTD DBA NEW SETTLEMENT APARTMENTS
    1512 TOWNSEND AVENUE
    BRONX,NY10452     		  PC COLLEGE SUCCESS PROGAM 50,000
    CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION
    625 JAMAICA AVE
    BROOKLYN,NY112081203     		  PC COLLEGE PERSISTENCE PROGRAM 75,000
    CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION
    625 JAMAICA AVE
    BROOKLYN,NY112081203     		  PC CYPRESS HILLS AFFORDABLE HOUSING DEVELOPMENT 40,000
    DALLAS EDUCATION FOUNDATION
    3700 ROSS AVENUE BOX 108
    DALLAS,TX75219     		  PC PROJECT:AMPLIFY - MENTOR-TUTORING INITIATIVE 10,000
    DC CENTRAL KITCHEN
    425 SECOND STREET
    WASHINGTON,DC20001     		  PC THE CULINARY JOB TRAINING PROGRAM GO-TEAM 200,000
    DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM
    1400 L STREET NW SUITE 400
    WASHINGTON,DC20005     		  PC PROGRAMMATIC SUPPORT 180,000
    ENTERPRISE COMMUNITY PARTNERS INC
    70 CORPORATE CENTER 11000 BROKEN
    LAND PARKWAY SUITE 700
    COLUMBIA,MD21044     		  PC PAY FOR SUCCESS 100,000
    FIFTH AVENUE COMMITTEE
    621 DEGRAW ST
    BROOKLYN,NY112173120     		  PC FIFTH AVENUE COMMITTEE HOUSING COUNSELING: MAINTAINING AFFORDABILITY IN SOUTH BROOKLYN 40,000
    FINANCIAL INNOVATIONS CENTER INC
    2230 S MICHIGAN AVE STE 200
    CHICAGO,IL606164600     		  PC FINANCIAL CAPABILITY INNOVATION FUND II 75,000
    FORDHAM BEDFORD HOUSING CORPORATION
    2751 GRAND CONCOURSE
    BRONX,NY104683001     		  PC PRESERVING AND REHABILITATING AFFORDABLE HOUSING IN THE NORTHWEST BRONX 30,000
    FUTURES AND OPTIONS INC
    120 BROADWAY STE 913
    NEW YORK,NY102713399     		  PC FUTURES AND OPTIONS: CAREER ESSENTIALS AND INTERNSHIP PROGRAM 40,000
    GODDARD RIVERSIDE COMMUNITY CENTER
    593 COLUMBUS AVE
    NEW YORK,NY100241904     		  PC COLLEGE SUCCESS PROGRAM 50,000
    GRAMEEN AMERICA
    1460 BROADWAY 14TH FLOOR
    NEW YORK,NY10036     		  PC GRAMEEN AMERICA CAPACITY BUILDING PROJECT 150,000
    GREATER NEW ORLEANS FOUNDATION
    1055 ST CHARLES AVE STE 100
    NEW ORLEANS,LA701303981     		  PC NEW ORLEANS WORKS (NOW) 200,000
    HABITAT FOR HUMANITY NEW YORK CITY INC
    111 JOHN ST FL 23
    NEW YORK,NY100383109     		  PC PREDEVELOPMENT ON QUEENS SINGLE-FAMILY HOMES 10,000
    HABITAT FOR HUMANITY OF TRENTON
    601 N CLINTON AVE
    TRENTON,NJ08638     		  PC CLINTON AVENUE PROJECT OF 7 HOMES 5,000
    HIGHER ACHIEVEMENT PROGRAM INC
    317 8TH STREET NE
    WASHINGTON,DC20002     		  PC LAUNCHING MIDDLE SCHOOL SCHOLARS TO SUCCESS IN COLLEGE AND BEYOND 70,000
    HOUSING ACTION COUNCIL INC
    55 SOUTH BROADWAY
    TARRYTOWN,NY105914000     		  PC HOUSING DEVELOPMENT SERVICES PROGRAM 30,000
    HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NJ
    145 W HANOVER ST
    TRENTON,NJ086184823     		  PC NETWORK HOUSING COUNSELING ASSOCIATION 50,000
    HOUSING AND NEIGHBORHOOD DEVELOPMENT SERVICES INC
    15 S ESSEX AVE
    ORANGE,NJ070502607     		  PC OPERATION: NEIGHBORHOOD IMPACT 2014-15 15,000
    HOUSING CONSERVATION COORDINATORS INC
    777 10TH AVE
    NEW YORK,NY100195027     		  PC TENANT ORGANIZING SERVICES 10,000
    JOBSFIRSTNYC
    11 PARK PLACE SUITE 1602
    NEW YORK,NY100072840     		  PC YOUNG ADULT SECTORAL EMPLOYMENT PROJECT (YASEP) 200,000
    LEAP INC
    621 DEGRAW ST
    BROOKLYN,NY112173120     		  PC BROOKLYN WORKFORCE COLLABORATION: CONNECTING LOW-INCOME AND UNEMPLOYED NEW YORKERS TO EMERGING CAREERS AT THE BROOKLYN NAVY YARD 200,000
    LEAP INC
    621 DEGRAW ST
    BROOKLYN,NY112173120     		  PC DRIVING CAREERS FOR LOW INCOME NEW YORKERS 35,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    369 PINE STREET SUITE 350
    SAN FRANCISCO,CA94104     		  PC 2015 ADVANCED HOUSING DEVELOPMENT TRAINING INSTITUTE 50,000
    LOCAL INTIATIVES SUPPORT CORPORATION NEW YORK CITY
    501 SEVENTH AVE 7TH FLOOR
    NEW YORK,NY10018     		  PC BUILDING CAPACITY OF AFFORDABLE HOUSING DEVELOPERS 100,000
    LONG ISLAND COALITION FOR THE HOMELESS INC
    600 ALBANY AVENUE SUITE 2
    AMITYVILLE,NY11701     		  PC AFFORDABLE HOUSING TECHNICAL ASSISTANCE PROGRAM 8,500
    LONG ISLAND HOUSING PARTNERSHIP INC
    180 OSER AVENUE
    HAUPPAUGE,NY117883736     		  PC MORTGAGE COUNSELING 50,000
    LOW INCOME INVESTMENT FUND
    100 PINE STREET SUITE 1800
    SAN FRANCISCO,CA94111     		  PC HEALTH AND HOUSING INITIATIVE 100,000
    LOW INCOME INVESTMENT FUND
    100 PINE STREET SUITE 1800
    SAN FRANCISCO,CA94111     		  PC SUPPORT FOR LIIF'S NEW YORK AFFORDABLE HOUSING INVESTMENT INITIATIVE 20,000
    MERCY LOAN FUND
    1999 BROADWAY STE 1000
    DENVER,CO802025704     		  PC PRESERVATION OF LOW INCOME RENTALS AND FHLB MEMBERSHIP 75,000
    NATIONAL COMMUNITY STABILIZATION TRUST
    910 17TH ST NW STE 1030
    WASHINGTON,DC200062623     		  PC DEVELOPING HOMESTARTER: A MODEL LEASE-TO-OWNERSHIP PROGRAM 75,000
    NATIONAL COUNCIL OF LA RAZA
    1126 16TH ST NW 6TH FL
    WASHINGTON,DC200364845     		  PC FINANCIAL COUNSELING IN WASHINGTON, DC MARKET AREA AS A COMPONENT OF A LARGER FINANCIAL CAPABILITY FRAMEWORK 125,000
    NATIONAL LOW INCOME HOUSING COALITION
    727 15TH ST NW 6TH FLOOR
    WASHINGTON,DC200052168     		  PC ALIGNMENT PROJECT 50,000
    NEIGHBORHOOD HOUSING SERVICES OF JAMAICA INC
    89-70 162ND ST
    JAMAICA,NY114325072     		  PC HOMEOWNERSHIP SERVICES 15,000
    NEIGHBORHOOD REINVESTMENT CORPORATION
    1325 G ST NW STE 800
    WASHINGTON,DC200053104     		  PC CREATING VIBRANT COMMUNITIES THROUGH AFFORDABLE HOUSING AND COMMUNITY REVITALIZATION 175,000
    NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION (NJCDC)
    32 SPRUCE STREET
    PATERSON,NJ07501     		  PC PARK CORNER PLAZA 15,000
    NEW YORK CARES INC
    65 BROADWAY 19TH FLOOR
    NEW YORK,NY10006     		  PC NEW YORK CARES FAFSA PREP PROGRAM 35,000
    NEW YORK MORTGAGE COALITION
    50 BROAD ST STE 1402
    NEW YORK,NY100042376     		  PC HOMEOWNERSHIP COUNSELING PROGRAM 75,000
    NEW YORK UNIVERSITY SCHOOL OF LAW - FURMAN CENTER
    139 MACDOUGAL STREET 2ND FLOOR
    NEW YORK,NY10012     		  PC SUBSIDIZED HOUSING INFORMATION PROJECT AND STATE OF NEW YORK CITY'S HOUSING AND NEIGHBORHOODS REPORT 15,000
    NORTHERN MANHATTAN IMPROVEMENT CORPORATION
    76 WADSWORTH AVENUE
    NEW YORK,NY100337038     		  PC AFFORDABLE HOUSING TECHNICAL ASSISTANCE PROJECT (2014-15) 15,000
    ONEGOAL
    215 W SUPERIOR ST STE 700
    CHICAGO,IL606547657     		  PC ONEGOAL - NEW YORK 40,000
    PARODNECK FOUNDATION FOR SELF-HELP HOUSING & COMMUNITY DEVELOPMENT INC
    121 SIXTH AVENUE SUITE 501
    NEW YORK,NY100131510     		  PC CATCH COMMUNITY ORGANIZER 15,000
    PHI
    400 EAST FORDHAM ROAD 11TH FLOOR
    BRONX,NY10458     		  PC STRENGTHENING HOME CARE EMPLOYMENT: EXPANDING OPPORTUNITIES FOR ECONOMIC SECURITY IN LOW-INCOME NEW YORK CITY COMMUNITIES 40,000
    PLANO ISD EDUCATION FOUNDATION
    2700 W 15TH STREET
    PLANO,TX75075     		  PC LITERACY FOR ALL FAMILIES! 20,000
    PRATT AREA COMMUNITY COUNCIL
    201 DEKALB AVE
    BROOKLYN,NY11205     		  PC NEIGHBORHOOD STABILIZATION INITIATIVE 50,000
    PRATT INSTITUTE
    200 WILLOUGHBY AVENUE
    BROOKLYN,NY112053802     		  PC AFFORDABLE HOUSING ADVOCACY: FAIRNESS COALITION OF QUEENS AND BASE 20,000
    PROJECT GRAD HOUSTON
    3000 RICHMOND AVE STE 400
    HOUSTON,TX770983111     		  PC DATA AND TECHNOLOGY INFRASTRUCTURE ENHANCEMENTS 35,000
    PROMESA HDFC
    311 E 175TH ST
    BRONX,NY104575848     		  PC CROTONA PARK RESIDENCES LLC 10,000
    QUEENS COMMUNITY HOUSE
    108-25 62ND DR
    FOREST HILLS,NY113751217     		  PC NEIGHBORHOOD PRESERVATION MOBILE OUTREACH 20,000
    RED HOOK INITIATIVE
    767 HICKS ST
    BROOKLYN,NY112312547     		  PC PROMOTING WORKFORCE TRAINING & PLACEMENT FOR YOUNG ADULTS FROM RED HOOK, BROOKLYN 40,000
    REEL STORIES TEEN FILMMAKING
    540 PRESIDENT ST STE 2F
    BROOKLYN,NY112150000     		  PC REEL WORKS TEEN FILMMAKING: UNLOCKING THE FUTURE FOR NYC YOUTH 30,000
    RESTORED HOMES HDFC
    150 BROADWAY RM 2101
    NEW YORK,NY100384484     		  SO I SANDY RECOVERY - SMALL HOMES REPAIR 25,000
    ROADTRIPNATIONORG
    853 W 17TH ST STE A
    COSTA MESA,CA926274364     		  PC SHARE YOUR ROAD ACTIVATION 102,934
    SELFHELP COMMUNITY SERVICES INC
    520 8TH AVENUE
    NEW YORK,NY100186553     		  PC 2014-15 PRE-DEVELOPMENT ACTIVITIES FOR AN AFFORDABLE SENIOR HOUSING BUILDING LOCATED AT 333 LENOX ROAD IN BROOKLYN, NY 15,000
    SMU
    6116 N CENTRAL EXPRESSWAY SUITE
    1410
    DALLAS,TX75206     		  PC THE SCHOOL ZONE 10,000
    ST NICKS ALLIANCE
    2 KINGSLAND AVENUE
    BROOKLYN,NY112112706     		  PC GRAND STREET HOUSING 30,000
    SUMMER SEARCH
    261 FIFTH AVENUE 8TH FLOOR
    NEW YORK,NY10016     		  PC SUMMER SEARCH NEW YORK CITY 35,000
    THE CORPORATION FOR SUPPORTIVE HOUSING
    61 BROADWAY SUITE 2300
    NEW YORK,NY10006     		  PC PUBLIC HOUSING AUTHORITY ENGAGEMENT IN SUPPORTIVE HOUSING 100,000
    THE CRENULATED CO LTD DBA NEW SETTLEMENT APARTMENTS
    1512 TOWNSEND AVENUE
    BRONX,NY10452     		  PC COMMUNITY ORGANIZING TO PRESERVE AFFORDABLE AND SAFE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS 20,000
    THE DOOR - A CENTER OF ALTERNATIVES INC
    121 AVE OF THE AMER SUITE 506
    NEW YORK,NY100131535     		  PC THE DOOR'S ADVANCE IN RETAIL PROGRAM (FORMERLY THE YOUNG ADULT RETAIL CAREER PATHWAYS PROJECT) 200,000
    THE DOOR - A CENTER OF ALTERNATIVES INC
    121 AVE OF THE AMER SUITE 506
    NEW YORK,NY100131535     		  PC THE DOOR'S EPOCH CAREER AND EDUCATION PROGRAM 25,000
    THE FORTUNE SOCIETY
    2976 NORTHERN BLVD
    LONG ISLAND CITY,NY111012822     		  PC "THE CASTLE" PEER-TO-PEER PROGRAM 15,000
    THE GRADUATE CENTER FOUNDATION
    365 FIFTH AVENUE - ROOM 620304
    NEW YORK,NY100164309     		  PC COLLEGE INQUIRY WITH OUTWARD BOUND NETWORK 16,800
    THE GRADUATE CENTER FOUNDATION
    365 FIFTH AVENUE - ROOM 620304
    NEW YORK,NY100164309     		  PC COLLEGE BRIDGE WITH CYPRESS HILLS LDC 8,200
    THE OPPORTUNITY NETWORK INC
    55 EXCHANGE PL STE 503
    NEW YORK,NY100053303     		  PC CAREER FLUENCY: OVERCOMING THE BARRIERS TO COLLEGE AND CAREER READINESS AND SUCCESS 50,000
    THE REGENTS OF THE UNIVERSITY OF CALIFONIA
    UNIVERSITY OF CALIFORNIA BERKELEY
    2150 SHATTUCK AVE STE 313
    BERKELEY,CA947045940     		  PC Y-PLAN NATIONAL YEAR 3: BUILDING SYSTEMS AND GOING TO SCALE: EXPANDING Y-PLAN NATIONAL NETWORK AND DISTRICT PARTNERSHIPS TO ALIGN FORCES, LEVERAGE RESOURCES, AND MEASURE RESULTS. 350,000
    TRINITY RIVER MISSION
    2060 SINGLETON BLVD SUITE 104
    DALLAS,TX752122807     		  PC TRM PROGRAMS -- "NURTURING PERSONAL AND ACADEMIC SUCCESS FOR WEST DALLAS' AT-RISK YOUTH FROM KINDERGARTEN TO GRADUATION AND BEYOND" 10,000
    UNCOMMON SCHOOLS FBO NORTH STAR ACADEMY
    826 BROADWAY FL 9
    NEW YORK,NY100034826     		  PC COLLEGE READINESS PROGRAMS AT NORTH STAR ACADEMY COLLEGE PREPARATORY HIGH SCHOOL 45,000
    UNITED WAY OF METROPOLITAN DALLAS
    1800 N LAMAR ST
    DALLAS,TX752021701     		  PC PATHWAYS TO WORK 75,000
    UNITED WAY OF METROPOLITAN DALLAS
    1800 N LAMAR ST
    DALLAS,TX752021701     		  PC DESTINATION: GRADUATION 20,000
    UNIVERSITY OF THE INCARNATE WORD
    4301 BROADWAY ST
    SAN ANTONIO,TX782096318     		  PC GROWING THE FINANCIAL PLANNING WORKFORCE THROUGH NEW EDUCATIONAL OPPORTUNITY 10,000
    URBAN LEAGUE OF ESSEX COUNTY
    508 CENTRAL AVE
    NEWARK,NJ071071430     		  PC HOUSING AND FINANCIAL LITERACY COUNSELING 10,000
    VOLUNTEERS OF AMERICA - GREATER NEW YORK INC
    205 WEST MILTON AVENUE
    RAHWAY,NJ07065     		  PC BEHAVIORAL HEALTH SERVICES: RESPONDING TO THE CHANGE TO FEE-FOR-SERVICE (FFS) IN NEW JERSEY- PHASE II 10,000
    WEST END RESIDENCES HDFC INC
    475 RIVERSIDE DRIVE SUITE 740
    NEW YORK,NY10115     		  PC TRUE COLORS RESIDENCE PROJECT MANAGER 15,000
    WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING INC
    2345 BROADWAY 2ND FL
    NEW YORK,NY100243213     		  PC WSFSSH LIVING GREEN CHALLENGE INITIATIVE 20,000
    WESTCHESTER RESIDENTIAL OPPORTUNITIES INC
    470 MAMARONECK AVE SUITE 410
    WHITE PLAINS,NY106051830     		  PC RESIDENTIAL STABILITY 5,000
    WYANDANCH COMMUNITY DEVELOPMENT CORPORATION
    59 CUMBERBACH ST
    WYANDANCH,NY117984506     		  PC AFFORDABLE HOUSING 5,000
    YEAR UP
    45 MILK STREET
    BOSTON,MA02109     		  PC BUILDING AN ALUMNI GENERATION, YEAR 3 172,500
    YOUNG KOREAN AMERICAN SERVICE AND EDUCATION CENTER INC
    136-19 41ST AVENUE 3FL
    FLUSHING,NY113552442     		  PC FLUSHING HOUSING PROTECTION PROJECT 20,000
    Total .................................bullet 3a 6,451,229
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 44,704  
    4 Dividends and interest from securities....     14 684,493  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 4,699,950  
    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 5,429,147 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,429,147
    (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
    CAPITAL ONE FOUNDATION INC
     
    Employer identification number

    11-3276603
    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
    CAPITAL ONE FOUNDATION INC
          		Employer identification number

    11-3276603
    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
     
     

    CAPITAL ONE NATIONAL ASSOCIATION  
    1680 CAPITAL ONE DRIVE
     
    MCLEAN, VA22102

    		$3,591,753


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

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

    11-3276603
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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

    11-3276603
    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 GeneralExplanationAttachment
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Identifier Return Reference Explanation
    INFORMATION REGARDING CONTRIBUTION, GRANT, LOAN, SCHOLARSHIP, ETC., PROGRAMS FORM 990-PF, PART XV, LINE 2 THE FOUNDATION FOCUS AREAS INCLUDE EDUCATION, WORKFORCE DEVELOPMENT, AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENT. BELOW IS THE PROCESS IN WHICH A DISBURSEMENT IS MADE:- THE FOUNDATION'S GEOGRAPHIC FOOTPRINT SERVES: - VA - DC METRO AREA - LA GREATER NEW ORLEANS - TX GREATER DALLAS AND GREATER HOUSTON - NY NEW YORK CITY ( FIVE BOROUGHS AND LONG ISLAND) - NJ NORTHERN AND MID NEW JERSEY - NATIONAL - WITHIN EACH GEOGRAPHIC LOCATION ARE RELATIONSHIP MANAGERS WHO WORK DIRECTLY WITH THE NON-PROFIT PARTNERS IN THE SPECIFIC FOCUS AREAS THAT HAVE PROGRAMMING ACROSS THE FOUNDATION'S FOOTPRINT. - GRANTS ARE ONLY GIVEN TO 501(C)'S - WHEN RELATIONSHIP MANAGERS HAVE AN APPROPRIATE OPPORTUNITY FOR THE FOUNDATION, THEY GO TO AN ONLINE GRANT APPLICATION MANAGEMENT SYSTEM, CYBERGRANTS, WHERE INFORMATION IS COLLECTED FROM THE ORGANIZATION THAT INCLUDES THE PURPOSE OF THE PROGRAM, MISSION OF THE ORGANIZATION, GOALS AND PROGRAM METRICS. TO ACCESS THE FOUNDATION'S CYBERGRANTS SYSTEM GO TO: WWW.CYBERGRANTS.COM/CAPITALONE/FOUNDATION. - NOTE: THE GRANT APPLICATION SERVER IS USERNAME AND PASSWORD PROTECTED FOR ACCESS OTHER THAN SIMPLY FILLING OUT AN APPLICATION. PER INQUIRY WITH MARY JOHNSON FAIN, THE PASSWORDS ARE NOT CHANGED ON A REGULAR BASIS, IF AT ALL. THE SYSTEM DOES NOT PROMPT/REQUIRE CHANGES. - ALL APPLICATIONS ARE ACCEPTED AND REVIEWED ON A ROLLING BASIS, NOT DEADLINES ARE PUBLISHED - THE FOUNDATION DOES NOT HAVE ANY GRANT AMOUNT RESTRICTIONS, EACH GRANT IS RECOMMENDED BY THE RELATIONSHIP OWNER AND APPROVED VIA THE SIGNING AUTHORITY POLICY.- RELATIONSHIP MANAGERS ARE: - JENN STREDLER, DAVE HANZEL, MARIADELE PRIEST, DANIEL DELEHANTY (NY) - NAOMI SMOUHA, (WASHINGTON, DC) - VICKI ELLIS, MONICA SHORTINO (TEXAS) - CARLYE GREENE, NATIONAL

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES INC SR NT 34,121 34,121
    AMERICAN INTL GROUP INC MEDIUM TERM 39,134 39,134
    ASSOCIATED BANC CORP SR GLBL NT 39,970 39,970
    AT&T INC GLOBAL NT 44,576 44,576
    BB&T CORP SUB NT 45,755 45,755
    BOEING CAP CORP SR NT 38,960 38,960
    CADENCE DESIGN SYSTEM INC SR NT 45,722 45,722
    CF INDS INC SR NT 41,698 41,698
    CISCO SYS INC SR NT 38,532 38,532
    CITIGROUP INC SR NT 38,247 38,247
    CONTINENTAL RESOURCES INC SR NT 33,290 33,290
    COSTCO WHSL CORP NEW SR BD 34,369 34,369
    CRANE CO SR NT 35,378 35,378
    EASTMAN CHEM CO SR NT 27,512 27,512
    F M C CORP SR NT 36,209 36,209
    FREEPORT MCMORAN COPPER & GOLD SR NT 33,079 33,079
    GILEAD SCIENCES INC SR NT 47,197 47,197
    GOLDMAN SACHS GROUP INC SR GBL 39,503 39,503
    HUNT J B TRANS SVCS INC SR NT 45,024 45,024
    JPMORGAN CHASE & CO SR NT 43,670 43,670
    MCKESSON CORP NEW SR NT 44,906 44,906
    MOSAIC CO NEW SR NT 36,932 36,932
    NBCUNIVERSAL MEDIA LLC SR NT 34,965 34,965
    ORACLE CORP SR NT 34,094 34,094
    PACKAGING CORP AMER SR NT 36,663 36,663
    PARKER HANNIFIN CORP MTNS SR NT 30,616 30,616
    PIEDMONT OPER PARTNERSHIP LP SR NT 35,978 35,978
    RYDER SYS MTN FR 44,683 44,683
    SENIOR HSG PPTYS TR SR GLBL NT 40,249 40,249
    STATE STR CORP SR NT 34,420 34,420
    STATOIL ASA GTD NT 34,000 34,000
    TARGET CORP NT 37,702 37,702
    TEXTRON INC SR NT 46,197 46,197
    TORONTO DOMINION BANK FR 35,889 35,889
    WEATHERFORD INTL LTD BERMUDA SR NT 31,151 31,151
    WELLS FARGO CO MTN SR L NT 34,809 34,809
    WHIRLPOOL CORP SR GLBL NT 34,894 34,894
    WYETH NT 38,353 38,353
    PIMCO COMMODITIESPLUS STRATEGY FUND 19,018 19,018
    WELLS FARGO ADVANTAGE SHORT-TERMHIGH YIELD BOND FUND 1,207,410 1,207,410
    ADVISORS SER TR PIA BBB BOND FUND 713,043 713,043
    LEGG MASON BW INTERNATIONAL OPPORTUNITIES BOND FUND CL I 412,650 412,650

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BED BATH BEYOND INC COM 186,540 186,540
    CARMAX INC COM 290,622 290,622
    CARNIVAL CORP PAIRED CTF 239,342 239,342
    LOWES COS INC COM 218,853 218,853
    ALTRIA GROUP INC COM 182,250 182,250
    BROWN FORMAN CORP CL B 62,191 62,191
    COCA COLA CO COM 125,816 125,816
    ENERGIZER HLDGS INC COM 186,026 186,026
    WAL MART STORES INC COM 121,692 121,692
    APACHE CORP COM 76,207 76,207
    CHEVRON CORP NEW COM 158,623 158,623
    CONOCOPHILLIPS COM 139,639 139,639
    ALLEGHANY CORP DEL COM 175,667 175,667
    BANK OF AMERICA CORP COM 170,760 170,760
    BERKSHIRE HATHAWAY INC DEL CL B NEW 293,393 293,393
    BLACKROCK INC COM 217,396 217,396
    WELLS FARGO & CO NEW COM 243,456 243,456
    BRISTOL MYERS SQUIBB CO COM 230,866 230,866
    LILLY ELI & CO COM 205,590 205,590
    PFIZER INC COM 110,707 110,707
    FEDEX CORP COM 117,394 117,394
    GENERAL DYNAMICS CORP COM 255,836 255,836
    CISCO SYS INC COM 143,887 143,887
    CORNING INC COM 193,690 193,690
    E M C CORP MASS COM 179,124 179,124
    INTEL CORP COM 165,845 165,845
    INTERNATIONAL BUSINESS MACHS CORP 104,607 104,607
    MICROSOFT CORP COM 103,537 103,537
    VISA INC COM CL A 251,188 251,188
    ALBEMARLE CORP COM 157,360 157,360
    MOSAIC CO NEW COM 140,054 140,054
    NEWMARKET CORP COM 232,030 232,030
    VERIZON COMMUNICATIONS INC COM 106,658 106,658

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    US Government Securities - End of Year Book Value:

    1,812,360
    US Government Securities - End of Year Fair Market Value:

    1,812,360
    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:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF FMV 384,424 384,424
    VANGUARD BD INDEX FD INC TOTAL BDMARKET ETF FMV 2,306,360 2,306,360
    VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM GOVERNMENT BOND INDEX FUND FMV 2,922,240 2,922,240
    HOMESTEAD SMALL-COMPANY STOCK FUND FMV 1,127,516 1,127,516
    ALLIANZGI NFJ DIVIDEND VALUE FUND CLASS I FMV 5,163,840 5,163,840
    DODGE & COX INTERNATIONAL STOCK FUND FMV 877,944 877,944
    HSBC FRONTIER MARKETS FUND CL I FMV 187,897 187,897
    ISHARES MSCI EAFE ETF FMV 2,798,640 2,798,640
    SPDR S&P MIDCAP 400 ETF FMV 4,091,535 4,091,535
    UBS ALERIAN MLP INDEX ETN FMV 371,490 371,490
    VANGUARD FTSE EMERGING MARKETS ETF FMV 1,060,530 1,060,530
    VANGUARD INDEX FDS REIT ETF FMV 170,100 170,100
    VANGUARD INDEX FDS S&P 500 ETF SHS FMV 3,108,600 3,108,600
    VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD FMV 42,816 42,816
    CASH EQUIVALENTS FMV 7,399,263 7,399,263

    TY 2014 OtherAssetsSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM RELATED PARTY 303    
    DIVIDENDS RECEIVABLE 8,434 3,666 3,666


    TY 2014 OtherDecreasesSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE 85,166 42,583   42,583
    OTHER EXPENSES 60,433 30,216   30,217


    TY 2014 TaxesSchedule
    Name:
    CAPITAL ONE FOUNDATION INC
    EIN: 11-3276603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 54,291 0   0