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 ISLAM FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2601 CHERRY AVE STE 300   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BREMERTON, WA98310
A Employer identification number

02-0683054
B Telephone number (see instructions)

(360) 373-0453
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$2,551,152
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 4,027 4,027 4,027
4 Dividends and interest from securities...... 52,169 52,169 52,169
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 140,351
b Gross sales price for all assets on line 6a 817,277
7 Capital gain net income (from Part IV, line 2)... 140,351
8 Net short-term capital gain......... 11,383
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........ 196,547 196,547 67,579
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,100 1,100    
c Other professional fees (attach schedule).... 30,439 30,439    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 758 733    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 69 69    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,366 32,341   0
25 Contributions, gifts, grants paid........ 128,000 128,000
26 Total expenses and disbursements. Add lines 24 and 25 160,366 32,341   128,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,181
b Net investment income (if negative, enter -0-) 164,206
c Adjusted net income (if negative, enter -0-)... 67,579
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,807 4,804 4,804
2 Savings and temporary cash investments.......... 75,452 100,276 100,276
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........... 1,840    
10a Investments—U.S. and state government obligations (attach schedule) 151,728 Click to see attachment151,728 160,000
b Investments—corporate stock (attach schedule)........ 1,853,661 Click to see attachment1,871,761 2,286,072
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)...........      
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) 2,085,488 2,128,569 2,551,152
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 118,550 128,000
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).......... 118,550 128,000
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,966,938 2,000,569
30 Total net assets or fund balances (see instructions)...... 1,966,938 2,000,569
31 Total liabilities and net assets/fund balances (see instructions).. 2,085,488 2,128,569
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,966,938
2 Enter amount from Part I, line 27a..................... 2 36,181
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,003,119
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,550
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,000,569
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 AKAMAI TECHNOLOGIES INC P 2013-02-07 2014-01-30
b HERSHEY COMPANY P 2013-07-15 2014-02-07
c SERVICENOW INC P 2013-06-20 2014-02-07
d COMPAGNIE FIN RICHEMONTAG ADR P 2013-07-16 2014-08-13
e QUINTILES TRANSATIONAL HLDGS P 2013-09-19 2014-10-17
EMERSON ELECTRIC CO P 2012-05-16 2014-01-29
ROCKWELL AUTOMATION INC P 2012-03-06 2014-02-07
BAKER HUGHES INC P 2012-12-28 2014-05-23
CELGENE CORP P 2009-01-30 2014-10-09
HALLIBURTON CO P 2011-08-19 2014-04-16
NEWFIELD EXPL CO P 2012-04-12 2014-08-29
VERTEX PHARMACEUTICALS P 2008-11-04 2014-02-07
FOMENTO ECONOMICO MEXICANO P 2014-03-20 2014-05-07
KINDER MORGAN INCORP P 2014-09-12 2014-12-05
SPDR BARCLAYS CAPITAL SHORT P 2014-03-11 2014-11-18
TIME WARNER CABLE P 2013-09-05 2014-03-06
YAMANA GOLD INC P 2013-08-12 2014-10-09
VANGUARD DIVIDEND APPRECIATION P 2010-10-04 2014-07-24
ENSCO PLC P 2014-05-30 2014-09-10
SAP AG P 2014-01-09 2014-06-26
CARNIVAL CP P 2013-04-19 2014-09-09
MICHELIN COMPAGNIE GENERALE DE P 2012-09-07 2014-11-24
ASSA ABLOY AB UNSP ADR P 2011-01-07 2014-10-16
KOMATSU LTD SPON ADR P 2009-05-11 2014-01-31
SOUTHERN COPPER CORP P 2011-12-12 2014-10-08
CISCO SYSTEMS INC P 2012-07-11 2014-01-27
KIMBERLY-CLARK CORP P 2012-02-02 2014-01-27
VANGUARD GLOBAL P 2013-09-30 2014-12-16
ALLERGAN INC P 2014-01-23 2014-12-03
INTUITIVE SURGICAL INC P 2013-07-17 2014-03-07
SKYWORKS SOLUTIONS INC P 2014-09-19 2014-10-17
EBAY INC P 2012-07-19 2014-10-03
RED HAT INC P 2013-04-02 2014-04-21
ESTEE LAUDER CO INC P 2012-02-03 2014-10-17
SALESFORCE.COM INC P 2011-12-22 2014-03-04
CALIFORNIA RES CORP COM P 2012-12-19 2014-11-28
CHARLES SCHWAB P 2009-01-29 2014-07-09
HESS CORPORATION P 2009-08-17 2014-07-15
PALL CORPORATION P 2006-06-30 2014-02-07
VODAFONE GP PLC P 2006-06-30 2014-02-07
GENERAL MTRS CO P 2014-03-06 2014-09-08
LINNCO LLC P 2014-11-20 2014-12-12
TABLEAU SOFTWARE INC P 2014-10-10 2014-10-28
VENTAS REALTY LP P 2013-09-13 2014-03-05
APPLE INC P 2011-10-19 2014-01-03
VANGUARD FTSE EMERGING MARKETS P 2011-07-18 2014-02-10
FOMENTO ECONOMICO MEXICANO P 2014-01-14 2014-07-29
SINA.COM P 2013-05-17 2014-04-23
CHINA MOBILE LTD P 2013-08-26 2014-09-23
MITSUBISHI UFJ FINCL GRP P 2013-04-11 2014-10-10
BAIDU INC ADS P 2012-04-26 2014-06-25
LAS VEGAS SANDS CORPORATION P 2012-01-10 2014-10-14
SWATCH GROUP AG P 2011-12-14 2014-05-02
CONOCOPHILLIPS P 2011-08-10 2014-05-07
MANAGERS FDS BOND FD P 2013-01-18 2014-01-24
VANGUARD MID CAP P 2011-08-08 2014-01-27
ANHEUSER BUSCH INBEV P 2013-10-31 2014-04-28
KINDER MORGAN INCORP P 2013-09-20 2014-03-27
STARBUCKS CORP P 2013-05-13 2014-02-07
EMERSON ELECTRIC OC P 2012-10-05 2014-01-29
SCHLUMBERGER LTD P 2012-10-05 2014-08-13
GOLDMAN SACHS GRP INC P 2012-03-07 2014-10-17
WALT DISNEY CO HLDG CO P 2010-09-21 2014-11-20
CATERPILLAR INC P 2013-04-22 2014-08-04
CHUBB CORP P 2006-07-10 2014-04-01
HOME DEPOT INC P 2008-03-28 2014-11-18
PEBBLEBROOK HOTEL TR COM P 2010-07-26 2014-10-24
VODAFONE GROUP PLC P 2006-06-30 2014-02-21
GLEAD SCIENCE P 2014-03-19 2014-07-24
MARKET VECTORS EMERGING MARK P 2013-09-09 2014-01-24
TAIWAN SMCNDCTR MFG CO LTD P 2014-02-10 2014-07-02
VERIZON COMM P 2013-09-10 2014-03-05
EATON CORP PLC P 2012-12-03 2014-01-03
VANGUARD LARGE CAP ETF P 2010-09-22 2014-07-22
ING GROEP NV ADR P 2013-06-28 2014-05-16
SOUTHERN COPPER CORP P 2014-02-11 2014-10-08
COMPASS GROUP PLC P 2012-12-07 2014-08-05
PACIFIC RUBIALES ENERGY CO P 2013-05-31 2014-07-11
CANADIAN NATL RAILWAY CO P 2007-09-27 2014-07-23
LYMH MOET HENNESSY LOUIS VUITT P 2009-01-16 2014-08-21
SYNGENTA AG ADR P 2012-03-26 2014-02-05
EATON VANCE GLOBAL P 2013-04-30 2014-12-04
AMERICAN FUNDS NEW WORLD P 2013-07-05 2014-07-08
VANGUARD SMALL CAP P 2011-09-06 2014-01-27
AVAGO TECH P 2013-09-20 2014-03-04
LAS VEGAS SANDS CORPORATION P 2013-06-26 2014-02-07
VERTEX PHARMACEUTICALS P 2014-03-07 2014-06-24
GOOGLE INC CL A P 2012-09-18 2014-08-26
SERVICENOW INC P 2013-06-20 2014-08-06
GOOGLE INC P 2012-09-25 2014-12-17
WELLS FARGO & CO NEW P 2011-10-14 2014-12-17
CHECK POINT SOFTWARE TECH LTD P 2013-06-24 2014-09-23
COMCAST CORP P 2006-06-30 2014-02-07
HONEYWELL INTERNATIONAL INC P 2006-06-30 2014-01-10
PEPSICO INC P 2006-06-30 2014-05-21
WALT DISNEY CO HLDG CO P 2005-12-29 2014-07-09
GOOGLE INC P 2014-02-04 2014-06-12
PEPSICO INC P 2014-03-20 2014-10-09
TARGET CORPORATION P 2013-09-04 2014-08-25
CHICAGO BRIDGE & IRON CO P 2013-08-30 2014-11-24
ENSCO PLC P 2012-05-30 2014-11-20
VANGUARD TTL STK MKT ETF P 2010-09-22 2014-07-22
INTESA SANPAOL SPA P 2013-10-21 2014-10-10
SUMITOMO MITSUI TR HLDDGS INC P 2014-02-12 2014-10-16
DASSAULT SYSTEMS P 2013-01-29 2014-02-07
PT BK MANDIRI PERSERO TBK P 2013-01-25 2014-01-27
CARNIVAL CP NEW P 2008-04-07 2014-07-28
MERCADOLIBRE INC P 2011-09-27 2014-04-17
TENCENT HLDGS LTD P 2011-01-10 2014-04-16
FIDELITY ADVISOR SER I P 2013-03-06 2014-12-04
NORDSTROM INC P 2012-05-25 2014-12-04
ACCENTURE PLC IRELAND P 2011-08-10 2014-01-27
BRISTOL MYERS SQUIBB CO P 2013-02-04 2014-01-27
MEAD JOHNSON NUTRITION COMPANY P 2013-06-20 2014-02-07
VISA INC P 2013-04-12 2014-02-07
HARLEY DAVIDSON INC P 2013-07-15 2014-08-13
STATE STREET CORP P 2012-10-16 2014-08-13
ILLUMINA INC P 2012-04-17 2014-08-13
BED BATH & BEYOND INC P 2014-01-17 2014-03-21
EXPRESS SCRIPTS HLDG CO P 2012-07-10 2014-01-27
CVS CAREMARK CORP P 2008-11-06 2014-05-19
JACOBS ENGINEERING GROUP INC P 2008-12-23 2014-11-24
SAFEWAY INC COM P 2011-07-21 2014-08-26
AETNA INC P 2013-12-18 2014-07-02
HIGHLAND GLOBAL ALLOCATION P 2014-09-05 2014-10-10
PFIZER INC P 2013-08-20 2014-05-05
THE MOSAIC CO P 2013-08-09 2014-02-11
ENSCO PLC P 2013-08-16 2014-11-20
FORD MOTOR CO P 2011-12-16 2014-09-08
WALGREEN CO P 2012-06-21 2014-02-11
KOMATSU LTD SPON ADR P 2013-06-13 2014-02-05
SUNTORY BEVERAGE AND FOOD LTD P 2014-05-09 2014-11-28
DEUTSCHE BK AG P 2012-10-29 2014-05-14
ROCHE HOLDINGS ADR P 2013-06-25 2014-11-07
DASSAULT SYSTEMS P 2008-01-29 2014-01-13
MICHELIN COMPAGNIE GENERALE P 2012-03-13 2014-11-24
TOYOTA MOTOR P 2008-01-28 2014-12-22
FRANKLIN EMERGING MKT P 2013-09-30 2014-12-04
NORFOLK SOUTHERN CORP P 2012-02-02 2014-12-04
TCW FDS INC EMERGING MKTS P 2011-08-05 2014-01-24
COLGATE PALMOLIVE CO P 2013-07-15 2014-03-04
MERCK & CO INC P 2013-04-15 2014-01-23
WALT DISNEY CO HLDG CO P 2014-03-04 2014-11-20
HERSEY COMPANY P 2013-07-15 2014-10-17
VISA INC CL A P 2013-04-12 2014-12-17
INTERCONTINENTALEXCHANGE GROUP P 2012-01-06 2014-12-17
CATERPILLAR INC P 2013-08-28 2014-08-06
ACTAVIS PLC P 2007-12-27 2014-07-01
DEVON ENERGGY CORP P 2011-03-15 2014-05-06
JOHNSON & JOHNSON P 2005-12-29 2014-10-09
SANDISK CORP P 2008-03-17 2014-02-07
AMERICAN MOVIL SA DE CV ADR P 2014-03-20 2014-07-21
HBSC HOLDINGS PLC SPON ADR P 2014-01-06 2014-12-01
POTASH CP OF SASKATCHEWAN INC P 2013-08-05 2014-06-17
VANGUARD EMERGING MARKETS BD P 2014-02-24 2014-07-31
FREEPORT-MCMORAN INC P 2013-08-15 2014-12-12
FREEPORT-MCMORAN INC P 2012-03-29 2014-12-12
WISDOMTREE EMERG MKTS P 2011-03-10 2014-01-24
KONE OYJ ADR P 2013-09-25 2014-08-28
SYNGENTA AG ADR P 2013-06-28 2014-03-07
EMBRAER S A P 2012-07-26 2014-09-24
SOUTHERN COPPER CORP P 2012-09-07 2014-10-08
EMBRAER S A ADR P 2009-03-04 2014-08-29
MITSUBISHI UFJ FINCL GRP P 2009-12-30 2014-09-26
YANDEX N.V.A. P 2011-06-16 2014-03-25
GENL DYNAMICS CORP COM P 2012-02-02 2014-05-07
NOVARTIS AG P 2011-08-08 2014-01-27
COMPAG NIE FIN RICHEMONTAG ADR P 2013-07-16 2014-02-07
MICHAEL KORS HOLDINGS LTD P 2013-11-27 2014-08-13
YELP INC P 2014-04-21 2014-11-03
INITUITIVE SURGICAL INC P 2012-09-28 2014-01-10
WALT DISNEY CO HLDG CO P 2012-11-13 2014-11-20
KINDER MORGAN INCORP P 2012-06-11 2014-03-27
FACEBOOK INC P 2013-04-10 2014-01-28
AMGEN INC P 2008-04-15 2014-11-03
DIRECTV COM P 2006-06-30 2014-02-07
JONES LANG LASALLE INC P 2009-07-06 2014-08-11
SCHLUMBERGER LTD P 2010-06-10 2014-05-15
ANHEUSER BUSCH INBEV SA SPON P 2014-03-24 2014-07-15
INTERNATIONAL PAPER CO P 2014-07-17 2014-11-05
POWERSHARES MULTI STRATEGY P 2014-06-27 2014-12-22
VANGUARD FTSE DEVELOPED MKTS P 2014-01-24 2014-03-24
GLAXOSMITHKLINE PLC P 2013-10-23 2014-12-01
GENERAL ELECTRIC CO P 2011-08-24 2014-01-03
ACCENTURE PLC P 2014-03-27 2014-11-05
LAS VEGAS SANDS CORPORATION P 2014-04-16 2014-10-15
TAIWAN SMCNDCTR MFG CO LTD P 2013-10-16 2014-05-14
FANUC CORPORATION P 2013-07-29 2014-11-25
SUMITOMO MITSUI TR HLDGS INC P 2013-05-13 2014-10-16
FANUC CORPORATION P 2009-07-27 2014-11-19
NESTLE SPON ADR P 2007-06-22 2014-11-07
YUM BRANDS INC P 2012-06-29 2014-07-29
HALYARD HEALTH INC P 2012-02-02 2014-12-04
OPPENHEIMER INTL GROWTH P 2013-07-25 2014-12-04
CONCHO RES INC P 2013-06-20 2014-02-07
MOBILEYE N.V. P 2014-08-06 2014-08-13
AKAMAI TECHNOLOGIES INC P 2012-11-28 2014-01-30
LAS VEGAS SAND CORPORATION P 2013-06-26 2014-08-06
WELLS FARGO & CO NEW P 2012-10-08 2014-12-17
LINKEDIN CORP P 2012-06-05 2014-08-06
FNMA P 2014-05-12 2014-12-04
APPLE INC P 2011-08-08 2014-09-16
EXPRESS SCRIPTS HODG CO P 2012-02-03 2014-01-27
JUNIPER NETWORKS P 2009-02-19 2014-10-21
SEAGATE TECHNOLOGY PLC P 2010-08-23 2014-02-07
BAIDU INC ADS P 2014-09-16 2014-10-31
INTL BUSINESS MACHINES CORP P 2013-09-03 2014-04-14
PRECISION CASTPARTS CORP P 2014-03-20 2014-12-12
VANGUARD FTSE EMERGING MARKETS P 2013-12-02 2014-02-10
ISHARES CORE MSCI EMERGING P 2012-11-13 2014-03-20
ISHARES MSCI EMERG MKT MIN P 2012-04-23 2014-01-24
ADIDAS AG P 2014-04-17 2014-09-10
MASTERCARD INC P 2014-01-31 2014-11-18
TATA MOTORS LTD P 2013-04-03 2014-02-28
HSBC HOLDINGS PLC P 2012-12-14 2014-08-27
SWATCH GROUP AG P 2012-09-04 2014-05-05
FRESENIUS MEDICAL CARE P 2009-04-22 2014-11-19
NOVARTIS AG ADR P 2007-07-18 2014-09-25
BB&T CORP P 2013-09-30 2014-07-08
INTEL CORP P 2011-08-08 2014-01-27
PHILLIPS 66 P 2011-08-10 2014-01-27
CTRIP.COM INTL LTD P 2014-01-29 2014-03-04
MONSTER BEVERAGE CORP P 2013-12-19 2014-08-13
ALLERGAN INC P 2013-10-09 2014-11-04
MEAD JOHNSON NUTRITION COMPANY P 2013-06-20 2014-08-13
YUM BRANDS INC P 2012-07-19 2014-10-17
MONSANTO CO P 2011-04-13 2014-08-13
RIVERBED TECH INC P 2013-09-18 2014-03-18
AUTODESK INC P 2006-06-30 2014-02-07
FHLMC MTN P 2012-06-05 2014-02-07
KLA TENCOR CORP P 2011-09-29 2014-12-11
TE CONNECTIVITY LTD P 2006-06-30 2014-02-07
CHICAGO BRIDGE & IRON CO P 2013-08-30 2014-01-02
ISHARES CORE MSCI EMERGING P 2013-12-02 2014-03-20
PROSHARES SHORT RU9SSELL 2000 P 2014-05-15 2014-09-23
WHOLE FOODS MARKETS INC P 2014-05-07 2014-06-12
ISHARES CORE S&P TOTAL US STOC P 2012-10-26 2014-07-24
ISHARES RUSSELL 1000 ETF P 2011-05-23 2014-03-20
ANHEUSER BUSCH INBEV P 2013-10-21 2014-09-26
MERCADOLIBRE INC P 2013-11-20 2014-04-17
VALLOUREC SA P 2014-09-11 2014-12-11
ING GROEP NV P 2013-07-01 2014-07-11
SYNGENTA AG ADR P 2013-01-24 2014-03-06
HENNES & MAURITZ P 2008-07-28 2014-10-10
NOVO NORDISK P 2007-02-28 2014-05-16
EATON VANCE GLOBAL MACRO ABSOLUTE RE P 2014-11-28 2014-12-04
ISHARES IBOXX P 2013-09-30 2014-12-04
PRINCIPAL FDS INC P 2013-05-23 2014-12-04
CVS CAREMARK CORP P 2013-12-02 2014-04-28
NETSUITE INC P 2013-03-01 2014-02-07
AMAZON COM INC P 2013-02-11 2014-08-13
MICHAEL KORS HOLDINGS LTD P 2013-11-27 2014-12-17
AKAMAI TECHNOLOGIES INC P 2012-03-07 2014-01-30
NATIONAL OILWELL VARCO INC P 2012-04-25 2014-04-25
VERIZON COMMUNICATIONS P 2014-02-21 2014-03-04
BED BATH & BEYOND INC P 2007-09-21 2014-03-14
FLUOR CORP P 2008-11-20 2014-09-18
LIBERTY BROADBAND CORP P 2009-01-28 2014-11-04
TYCO INTERNATIONAL LTD P 2006-06-30 2014-02-07
COCA COLA CO P 2013-09-03 2014-06-12
ISHARES IBONDS MAR 2018 P 2014-03-12 2014-11-06
PROSHARES SHORT 20+ TREASURY P 2014-04-11 2014-11-04
EQUINIX INC P 2014-05-23 2014-11-25
ISHARES EM MKTS LOC CURR P 2012-07-31 2014-05-20
MARKET VECTORS EMERGING MARK P 2011-09-08 2014-01-24
ANHUI CONCH CEMENT ADR P 2014-06-04 2014-09-24
NOKIA CP ADR P 2014-02-10 2014-10-23
YUM BRANDS INC P 2013-10-09 2014-07-30
KOMATSU LTD P 2012-09-19 2014-02-04
TAIWAN SMCNDCTR MFG CO P 2013-11-20 2014-12-15
HONG KONG EXCHANGES & CLEARING P 2009-03-19 2014-03-19
PEARSON PLC SP ADR P 2012-02-03 2014-08-26
IVY FDS INC HIGH INCOME FD P 2014-10-28 2014-12-04
ISHARES MSCI EAFE INDEX P 2011-08-08 2014-01-27
PROCTER & GAMBLE CO P 2011-08-08 2014-12-04
DELPHI AUTOMOTIVE PLC P 2014-01-30 2014-02-07
NKE INC B P 2013-07-15 2014-02-07
APPLE INC P 2013-04-10 2014-12-17
NETSUITE INC P 2013-03-04 2014-08-07
AMAZON COM INC P 2012-02-01 2014-03-04
NOBLE ENERGY INC P 2011-03-01 2014-02-07
BLACKHAWK NETWORK HLDGS INC P 2014-04-14 2014-04-23
BIOGEN IDEC INC P 2006-06-30 2014-02-03
FNMA P 2011-05-25 2014-12-04
LIBERTY BROADBAND CORP P 2009-01-28 2014-11-04
U S BANCORP COM P 2010-12-16 2014-10-14
CONAGRA FOODS INC P 2013-09-25 2014-02-11
ISHARES MSCI EMERG MKT MIN P 2013-12-02 2014-01-24
PROSHARES TR INVT INT RT P 2014-02-24 2014-10-17
FORD MOTOR CREDIT P 2013-09-17 2014-02-05
LINNCO LLC P 2013-08-28 2014-12-12
NORFOLK SOUTHERN CORP P 2012-03-06 2014-07-23
BANCA MONTE DEI PASCHI DI SIEN P 2014-03-28 2014-05-23
OLYMPUS CORPORATION P 2014-04-30 2014-12-05
ACCENTURE PLC P 2012-07-12 2014-11-03
KONE OYJ ADR P 2013-08-27 2014-08-28
TATA MOTORS LTD P 2013-04-16 2014-05-05
HSBC HOLDINGS PLC SPON ADR P 2012-04-27 2014-08-27
PUBLICIS GROUPE SA ADS P 2010-06-16 2014-10-10
OPPENHEIMER INTL GRWTH P 2013-12-19 2014-12-04
IVY FDS INC P 2013-09-30 2014-12-04
ROYAL DUTCH SHELL PLC P 2012-02-02 2014-05-07
EBAY INC P 2014-01-29 2014-10-03
NXP SEMICONDUCTORS NV P 2014-01-30 2014-08-06
AUTODESK INC P 2012-08-23 2014-10-17
NIKE INC B P 2013-07-15 2014-10-17
AMERICAN EXPRESS CO P 2011-09-28 2014-08-13
NVIDIA CORPORATION P 2012-06-05 2014-11-20
FNMA P 2013-07-19 2014-03-26
BLACKROCK INC P 2009-03-20 2014-02-07
FNMA P 2011-09-16 2014-08-27
LIBERTY INTER CO VENTURE P 2009-01-28 2014-10-20
UNITEDHEALTH GP INC P 2006-06-30 2014-10-09
DUKE ENERGY CORP P 2013-09-05 2014-02-27
ISHARES RUSSELL 1000 ETF P 2013-09-09 2014-03-20
ROYAL BANK OF CANADA P 2013-08-27 2014-06-25
FREEPORT-MCMORAN P 2013-09-12 2014-04-01
PFIZER INC P 2012-12-27 2014-05-05
ROYAL DUTCH SHELL P 2012-06-21 2014-02-19
BURBERRY GROUP PLC P 2013-10-17 2014-08-26
PACIFIC RUBIALES ENERGY CO P 2013-12-20 2014-07-16
ADIDAS AG P 2012-09-04 2014-09-10
KUBOTA CP ADR P 2013-04-02 2014-12-05
YANDEX N V A P 2013-03-27 2014-04-25
INDIVIOR PLC P 2010-06-24 2014-12-30
RECKITT BENCKISER PLC SPON ADR P 2009-09-10 2014-12-19
TCW FDS INC TOTAL RETURN P 2014-05-01 2014-12-04
JP MORGAN CHASE & CO P 2012-07-11 2014-01-27
SPDR BARCLAYS ETF P 2011-08-02 2014-01-24
EOG RESOURCES INC P 2014-10-03 2014-10-17
OCEANEERING INTL INC P 2013-07-15 2014-02-07
AVAGO TECH P 2013-09-20 2014-12-17
NOBLE ENERGY INC P 2012-09-24 2014-02-07
APPLE INC P 2011-06-15 2014-08-06
QUALCOMM INC P 2012-06-05 2014-11-20
US TSY NOTE P 2013-08-07 2014-02-04
BOEING CO P 2008-08-19 2014-02-07
FNMA P 2013-03-08 2014-03-26
MATTEL INC P 2010-10-27 2014-09-12
US TSY NOTE P 2013-01-07 2014-05-05
ENI SPA AMER DEP RCPT P 2013-08-26 2014-02-28
ISHARES 1-3 YEAR CREDIT BD P 2014-01-10 2014-11-11
ROYAL DUTCH SHELL PLC P 2013-08-22 2014-02-19
JP MORGAN CHASE P 2013-09-09 2014-04-01
ROYAL BANK OF CANADA P 2013-03-21 2014-06-25
SCHWAB US BROAD MARKET ETF P 2010-09-23 2014-09-05
CARNIVAL CP P 2014-04-17 2014-09-09
PT BK MANDIRI PERSERO TBK P 2013-02-06 2014-01-28
AIA GROUP LTD SPON ADR P 2012-09-07 2014-01-27
LAS VEGAS SNADS CORPORATION P 2012-07-24 2014-10-15
YUM BRANDS INC P 2013-07-16 2014-07-30
INDUSTRIAL & COML BK CHINA P 2009-09-23 2014-02-06
SABMILLER PLC P 2007-11-28 2014-10-13
AMG FUNDS III P 2013-01-18 2014-12-16
JOHNSON & JOHNSON P 2011-08-10 2014-01-27
TCW FDS INC P 2013-12-02 2014-12-04
GOOGLE INC P 2014-01-29 2014-08-26
QUALCOMM INC P 2014-01-29 2014-11-20
BOEING CO P 2013-01-30 2014-11-03
OCEANEERING INTL INC P 2013-07-15 2014-08-13
CHARLES SCHWAB NEW P 2012-03-30 2014-08-13
RED HAT INC P 2012-06-05 2014-01-30
US TSY NOTE P 2013-11-15 2014-02-03
BROADCOM CORP P 2006-07-14 2014-02-07
FORREST LABORATORIES INC P 2006-06-30 2014-02-07
MERCK & CO INC NEW P 2009-04-29 2014-02-07
US TSY NOTE P 2010-12-16 2014-11-14
ENSCO PLC P 2014-10-10 2014-11-20
JPM DIVERSIFIED RET GLB EQ P 2014-08-29 2014-12-04
SEADRILL LTD P 2014-03-06 2014-09-15
NUCOR CORP P 2013-09-12 2014-04-01
UNITED PARCEL SERVICE INC P 2012-09-05 2014-01-02
SCHWAB US LARGE CAP ETF P 2010-09-23 2014-09-10
COMPAGNIE DE ST GOBAIN P 2014-10-01 2014-12-09
ROCHE HOLDINGS ADR P 2013-06-25 2014-04-30
ASML HOLDING NV NY REG P 2013-06-06 2014-07-11
LULULEMON ATHLETICA INC P 2013-01-29 2014-08-22
ADIDAS AG P 2011-08-11 2014-08-28
ITAU UNIBANCO MULTIPLE P 2011-05-04 2014-03-27
SAP AG P 2010-12-09 2014-06-04
AT&T INC P 2011-08-08 2014-01-27
JOHNSON CONTROLS INC P 2012-02-09 2014-12-04
TARGET CORP P 2011-08-08 2014-05-07
HARLEY DAVIDSON INC P 2013-07-15 2014-02-07
QUINTILES TRANSNATIONAL HLDGS P 2013-09-19 2014-08-13
BRISTOL MYERS SQUIBB CO P 2013-02-04 2014-10-17
QUALCOMM INC P 2012-07-26 2014-11-20
CUMMINS INC P 2012-05-16 2014-02-07
ROCHE HOLDINGS ADR P 2012-05-08 2014-08-13
US TSY NOTE P 2013-06-21 2014-05-05
CAMERON INTNL CORP P 2011-06-24 2014-07-30
FOREST STK P 2007-12-27 2014-07-01
NETAPP INC OCM P 2012-06-15 2014-06-23
US TSY NOTE P 2010-01-07 2014-02-07
EQUINIX INC NEW P 2014-05-23 2014-12-05
KANSAS CY SOUTHN IND P 2014-01-27 2014-10-02
SPDR BARCLAYS CAPITAL EMERG P 2013-09-09 2014-02-21
SCANA CORPORATION P 2013-09-18 2014-02-27
WELLS FARGO & CO NEW P 2012-11-15 2014-07-15
SPDR BARCLAYS CAPITAL EMERG P 2011-09-08 2014-02-21
COMPASS GROUP PLC P 2014-02-07 2014-07-08
ROYAL MAIL PLC P 2014-05-02 2014-09-26
BURBERRY GROUP PLC P 2012-10-22 2014-03-28
MERCADOLIBRE INC P 2012-11-28 2014-04-17
ARM HOLDINGS PLC ADS P 2008-05-02 2014-08-05
KINGFISHER PLC P 2006-06-30 2014-04-03
SCHULUMBERGER LTD P 2009-04-30 2014-05-27
CHUBB CORP P 2012-02-02 2014-01-27
KELLOGG COMPANY P 2012-02-02 2014-12-04
V F CORPORATION P 2011-08-10 2014-12-04
(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 1,156   842 314
b 201   184 17
c 1,829   1,069 760
d 38   37 1
e 55   44 11
4,135   3,026 1,109
335   230 105
1,463   840 623
1,332   399 933
1,629   1,091 538
350   269 81
1,857   615 1,242
977   887 90
3,547   3,202 345
9,164   9,197 -33
5,150   4,669 481
427   778 -351
468   291 177
1,363   1,518 -155
459   499 -40
311   267 44
741   711 30
1,924   1,054 870
417   297 120
521   561 -40
548   410 138
1,939   1,298 641
4,834   5,092 -258
8,363   4,835 3,528
1,774   1,860 -86
52   57 -5
6,839   6,363 476
3,100   3,007 93
408   341 67
3,821   1,614 2,207
5   5  
647   336 311
1,181   624 557
1,481   504 977
1,535   1,026 509
733   831 -98
121   236 -115
957   838 119
6,182   5,974 208
1,096   807 289
962   1,171 -209
666   670 -4
550   595 -45
608   536 72
610   710 -100
341   268 73
1,542   1,146 396
1,205   738 467
3,467   2,341 1,126
5,000   5,096 -96
9,057   5,589 3,468
512   519 -7
614   691 -77
373   315 58
919   692 227
466   361 105
499   349 150
5,135   2,085 3,050
2,033   1,619 414
887   497 390
2,147   703 1,444
530   222 308
19   20 -1
273   234 39
496   516 -20
201   156 45
5,053   4,698 355
151   102 49
364   208 156
336   229 107
260   286 -26
304   246 58
728   797 -69
1,178   515 663
802   241 561
417   408 9
19,887   20,470 -583
7,000   6,035 965
9,618   5,815 3,803
1,527   1,057 470
538   358 180
3,465   3,015 450
5,887   3,709 2,178
1,331   916 415
2,796   1,820 976
2,351   1,207 1,144
2,373   1,708 665
2,999   1,212 1,787
451   202 249
5,084   3,625 1,459
1,815   501 1,314
1,671   1,375 296
942   815 127
488   508 -20
483   538 -55
391   469 -78
513   291 222
1,640   1,277 363
225   296 -71
220   227 -7
114   150 -36
1,548   1,411 137
618   412 206
796   276 520
10,000   8,292 1,708
2,034   1,370 664
974   631 343
50   37 13
481   469 12
442   332 110
62   56 6
409   261 148
5,063   1,291 3,772
204   200 4
805   606 199
381   150 231
903   861 42
1,515   963 552
248   200 48
3,022   3,274 -252
180   172 8
863   800 63
156   224 -68
1,089   754 335
1,043   497 546
239   301 -62
601   597 4
1,610   1,629 -19
842   687 155
1,034   453 581
1,146   838 308
1,337   1,025 312
3,000   3,051 -51
2,172   1,448 724
7,000   7,417 -417
5,873   5,509 364
4,503   4,153 350
622   571 51
91   92 -1
4,314   2,822 1,492
1,303   696 607
1,111   898 213
137   69 68
771   868 -97
2,162   1,265 897
1,429   431 998
959   824 135
736   817 -81
1,018   797 221
4,404   4,237 167
246   347 -101
378   520 -142
4,281   5,055 -774
856   900 -44
683   711 -28
343   225 118
347   432 -85
1,483   841 642
1,430   1,468 -38
1,177   978 199
1,455   907 548
1,025   723 302
403   392 11
360   328 32
4,203   4,414 -211
2,951   3,567 -616
2,310   1,428 882
2,432   2,378 54
1,202   606 596
3,700   1,122 2,578
1,404   306 1,098
908   225 683
691   407 284
899   813 86
886   843 43
6,270   6,522 -252
1,052   1,052  
751   813 -62
55   31 24
408   388 20
238   302 -64
2,217   1,836 381
339   308 31
1,552   1,994 -442
2,002   872 1,130
2,115   1,093 1,022
1,445   1,268 177
245   152 93
19,870   19,000 870
329   255 74
33   36 -3
1,011   751 260
613   461 152
3,477   2,271 1,206
1,847   854 993
2,025   2,025  
2,475   1,316 1,159
1,701   1,123 578
5,039   3,585 1,454
1,437   318 1,119
963   849 114
988   918 70
922   1,017 -95
529   574 -45
1,032   1,054 -22
1,045   1,059 -14
185   260 -75
868   752 116
315   215 100
322   312 10
369   250 119
605   325 280
1,261   692 569
1,193   1,015 178
1,485   1,241 244
1,483   580 903
2,607   1,960 647
687   661 26
3,634   1,695 1,939
94   78 16
355   330 25
556   345 211
2,937   2,214 723
1,456   969 487
1,996   2,036 -40
347   175 172
2,145   1,226 919
326   239 87
464   499 -35
4,111   4,305 -194
893   813 80
1,270   897 373
2,608   1,609 999
2,341   2,133 208
255   339 -84
916   1,545 -629
587   402 185
594   624 -30
678   459 219
2,178   416 1,762
843   839 4
20,934   19,972 962
9,000   7,175 1,825
545   537 8
528   362 166
330   259 71
3,632   3,934 -302
1,589   1,141 448
4,711   4,134 577
1,237   1,240 -3
1,717   835 882
1,173   488 685
34   1 33
1,241   642 599
851   795 56
6,346   6,380 -34
5,717   6,381 -664
129     129
4,266   4,275 -9
3,447   4,029 -582
1,126   1,252 -126
1,442   1,333 109
365   329 36
568   615 -47
471   371 100
1,147   650 497
1,479   1,507 -28
1,326   1,372 -46
3,998   3,166 832
2,828   2,019 809
311   304 7
362   317 45
1,571   943 628
2,288   2,069 219
4,352   2,251 2,101
263   183 80
103   109 -6
1,214   189 1,025
22,351   21,865 486
23   1 22
1,079   708 371
986   1,039 -53
433   470 -37
6,148   6,357 -209
7,127   6,867 260
309   763 -454
396   264 132
493   576 -83
742   593 149
1,526   1,264 262
271   271  
1,156   767 389
1,438   1,221 217
1,881   1,141 740
192   194 -2
15,485   15,890 -405
2,007   1,772 235
868   836 32
864   721 143
1,119   750 369
88   63 25
522   281 241
734   565 169
2,032   2,031 1
1,493   607 886
7,239   7,156 83
28   3 25
2,048   1,077 971
846   776 70
835   749 86
210   184 26
4,761   4,530 231
632   523 109
579   525 54
285   290 -5
1,083   1,141 -58
111   119 -8
777   696 81
278   277 1
4     4
1,401   828 573
557   550 7
2,488   1,536 952
6,312   6,359 -47
94   97 -3
278   317 -39
873   380 493
131   93 38
7,990   4,364 3,626
1,162   865 297
1,005   1,001 4
1,394   742 652
10,162   10,153 9
2,346   1,116 1,230
2,972   3,100 -128
818   779 39
1,684   1,687 -3
290   255 35
4,742   4,465 277
700   592 108
2,921   1,663 1,258
39   37 2
345   449 -104
279   215 64
357   227 130
516   484 32
1,071   1,298 -227
876   413 463
2,500   2,512 -12
2,979   2,005 974
21,882   21,543 339
1,178   1,107 71
2,824   2,922 -98
7,053   4,799 2,254
68   79 -11
1,407   756 651
5,169   4,183 986
3,736   3,694 42
5,779   5,102 677
1,372   774 598
1,906   1,054 852
6,315   6,159 156
313   300 13
1,088   1,125 -37
683   824 -141
4,994   4,887 107
207   144 63
2,850   1,649 1,201
1,089   1,200 -111
626   497 129
1,489   1,140 349
320   558 -238
1,808   1,575 233
1,131   1,482 -351
1,288   858 430
1,004   850 154
1,000   662 338
1,102   885 217
387   332 55
297   268 29
350   257 93
3,247   2,798 449
268   196 72
352   214 138
14,854   15,089 -235
1,168   736 432
1,669     1,669
2,776   3,117 -341
1,109   1,042 67
3,008   2,549 459
945   798 147
375   383 -8
6,015   5,862 153
303   189 114
3,604   3,877 -273
2   2  
1,011   1,401 -390
1,096   903 193
170   142 28
1,071   154 917
323   196 127
1,845   926 919
1,552   1,222 330
3,162   2,439 723
4,025   1,645 2,380
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       314
b       17
c       760
d       1
e       11
      1,109
      105
      623
      933
      538
      81
      1,242
      90
      345
      -33
      481
      -351
      177
      -155
      -40
      44
      30
      870
      120
      -40
      138
      641
      -258
      3,528
      -86
      -5
      476
      93
      67
      2,207
       
      311
      557
      977
      509
      -98
      -115
      119
      208
      289
      -209
      -4
      -45
      72
      -100
      73
      396
      467
      1,126
      -96
      3,468
      -7
      -77
      58
      227
      105
      150
      3,050
      414
      390
      1,444
      308
      -1
      39
      -20
      45
      355
      49
      156
      107
      -26
      58
      -69
      663
      561
      9
      -583
      965
      3,803
      470
      180
      450
      2,178
      415
      976
      1,144
      665
      1,787
      249
      1,459
      1,314
      296
      127
      -20
      -55
      -78
      222
      363
      -71
      -7
      -36
      137
      206
      520
      1,708
      664
      343
      13
      12
      110
      6
      148
      3,772
      4
      199
      231
      42
      552
      48
      -252
      8
      63
      -68
      335
      546
      -62
      4
      -19
      155
      581
      308
      312
      -51
      724
      -417
      364
      350
      51
      -1
      1,492
      607
      213
      68
      -97
      897
      998
      135
      -81
      221
      167
      -101
      -142
      -774
      -44
      -28
      118
      -85
      642
      -38
      199
      548
      302
      11
      32
      -211
      -616
      882
      54
      596
      2,578
      1,098
      683
      284
      86
      43
      -252
       
      -62
      24
      20
      -64
      381
      31
      -442
      1,130
      1,022
      177
      93
      870
      74
      -3
      260
      152
      1,206
      993
       
      1,159
      578
      1,454
      1,119
      114
      70
      -95
      -45
      -22
      -14
      -75
      116
      100
      10
      119
      280
      569
      178
      244
      903
      647
      26
      1,939
      16
      25
      211
      723
      487
      -40
      172
      919
      87
      -35
      -194
      80
      373
      999
      208
      -84
      -629
      185
      -30
      219
      1,762
      4
      962
      1,825
      8
      166
      71
      -302
      448
      577
      -3
      882
      685
      33
      599
      56
      -34
      -664
      129
      -9
      -582
      -126
      109
      36
      -47
      100
      497
      -28
      -46
      832
      809
      7
      45
      628
      219
      2,101
      80
      -6
      1,025
      486
      22
      371
      -53
      -37
      -209
      260
      -454
      132
      -83
      149
      262
       
      389
      217
      740
      -2
      -405
      235
      32
      143
      369
      25
      241
      169
      1
      886
      83
      25
      971
      70
      86
      26
      231
      109
      54
      -5
      -58
      -8
      81
      1
      4
      573
      7
      952
      -47
      -3
      -39
      493
      38
      3,626
      297
      4
      652
      9
      1,230
      -128
      39
      -3
      35
      277
      108
      1,258
      2
      -104
      64
      130
      32
      -227
      463
      -12
      974
      339
      71
      -98
      2,254
      -11
      651
      986
      42
      677
      598
      852
      156
      13
      -37
      -141
      107
      63
      1,201
      -111
      129
      349
      -238
      233
      -351
      430
      154
      338
      217
      55
      29
      93
      449
      72
      138
      -235
      432
      1,669
      -341
      67
      459
      147
      -8
      153
      114
      -273
       
      -390
      193
      28
      917
      127
      919
      330
      723
      2,380
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 2 140,351
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 11,383
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 118,847 2,308,482 0.051483
2012 108,120 2,110,215 0.051236
2011 130,021 2,159,316 0.060214
2010 63,028 2,089,189 0.030169
2009 109,543 2,083,305 0.052581
2 Total of line 1, column (d) ...................... 2 0.245683
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 0.049137
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,475,159
5 Multiply line 4 by line 3....................... 5 121,622
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,642
7 Add lines 5 and 6......................... 7 123,264
8 Enter qualifying distributions from Part XII, line 4.............. 8 128,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,642
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,642
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,642
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,550
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,550
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 7
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 10 901
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet901 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOYCE SMITH Telephone no.bullet (360) 373-0453
    Located atbullet2601 CHERRY AVE STE 300BREMERTONWA ZIP+4bullet98310
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JOYCE SMITH DIRECTOR
    10.00
    0 0 0
    2601 CHERRY AVE STE 300
    BREMERTON,WA98310
    HILARY HARTER PRESIDENT/TR
    10.00
    0 0 0
    1413 WEATHERSWOOD DRIVE
    GIG HARBOR,WA98335
    MARC ISLAM VP/SECRETARY
    10.00
    0 0 0
    221 GOLF COURSE RD
    FRIDAY HARBOR,WA98250
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,412,160
    b
    Average of monthly cash balances.......................
    1b
    100,692
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,512,852
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,512,852
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    37,693
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,475,159
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    123,758
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    123,758
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,642
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,642
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    122,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    122,116
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    122,116
    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
    128,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    128,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,642
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    126,358
    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 7 122,116
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 5,938
    fTotal of lines 3a through e......... 5,938
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 128,000
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 122,116
    e Remaining amount distributed out of corpus 5,884
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 11,822
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    11,822
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 5,938
    e Excess from 2014.... 5,884
    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
    ACWWMARY SUMMER
    24 TUFTON ST
    TACOMA,WA98447
    NONE 501 (C) (3) STUDENT EDUCATION 12,000
    ANNIE WRIGHT SCHOOL
    827 N TACOMA AVE
    TACOMA,WA98403
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    BATTLE GROUND PUBLIC SCHOOLS
    PO BOX 200
    BATTLE GROUND,WA98604
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 4,000
    BELLARMINE PREP HIGH SCHOOL
    2300 S WASHINGTON
    TACOMA,WA98405
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    BREMERTON CTRL LIONS CHARITABLE FOU
    PO BOX 707
    BREMERTON,WA98337
    NONE 501 (C) (3) STUDENT EDUCATION 3,000
    BREMERTON SCHOOL DISTRICT
    134 N MARION
    BREMERTON,WA98312
    NONE 501 (C) (3) STUDENT EDUCATION 4,500
    COLLEGE SUCCESS FOUNDATION
    980 PACIFIC A SUITE 1250
    TACOMA,WA98402
    NONE 501 (C)(3) STUDENT EDUCATION 3,500
    GIG HARBOR LIONS ENDOWMENT FUND
    PO BOX 331
    GIG HARBOR,WA98335
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 3,000
    HARBOR MONTESSORI
    5414 COMTE DR NW
    GIG HARBOR,WA98385
    NONE 501 (C) (3) STUDENT EDUCATION 7,000
    MALALA FUND
    1201 CONNECTICUT AVE NW
    WASHINGTON,DC20036
    NONE 501 (C) (3) STUDENT EDUCATION 1,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    311 S L STREET
    TACOMA,WA98415
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    OREGON STATE UNIVERSITY FOUNDATION
    707 SE WASHINGTON STE 500
    PORTLAND,OR97205
    NONE 501 (C) (3) STUDENT EDUCATION 2,000
    ROTARY SCHOLARSHIP FUND
    PO BOX 2142
    BREMERTON,WA98310
    NONE 501 (C) (3) STUDENT SCHOLARSHIPS 8,000
    SAN JUAN ISLAND SCHOOL DISTRICT
    45 BLAIR AVENUE
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT EDUCATION 2,000
    SILVERWOOD SCHOOL
    14000 CENTRAL VALLEY ROAD
    BREMERTON,WA98311
    NONE 501 (C) (3) STUDENT EDUCATION 5,000
    SPRINGSTREET INTERNATIONAL SCHOOL
    505 SPRING STREET
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT EDUCATION 10,000
    TURKISH EDUCTIONAL FOUNDATION
    111 B SLADKY AVE
    MOUNTAIN VIEW,CA94040
    NONE 501 (C) (3) STUDENT EDUCATION 7,500
    UNIVERSITY OF OREGON
    360 E 10TH AVE SUITE 202
    EUGENE,OR97401
    NONE 501 (C) (3) STUDENT EDUCATION 9,000
    UNIVERSITY OF PUGET SOUND
    1500 N WARNER ST 1087
    TACOMA,WA98416
    NONE 501 (C) (3) STUDENT EDUCATION 15,500
    UNIVERSITY OF WASHINGTON FH LABS
    620 UNIVERSITY DR
    FRIDAY HARBOR,WA98250
    NONE 501 (C) (3) STUDENT EDUCATION 3,000
    WA STATE HOME & COMMUNITY8 EDUCATO
    PO BOX 31757
    BELLINGHAM,WA98228
    NONE 501 (C) (3) STUDENT EDUCATION 4,000
    WASHINGTON STATE UNIVERSITY
    LIGHTY SVS 260
    PULLMAN,WA99164
    NONE 501 (C) (3) STUDENT EDUCATION 2,000
    YMCS PIERCE AND KITSAP COUNTY
    4717 S 19TH SUITE 201
    TACOMA,WA98405
    NONE 501 (C) (3) STUDENT EDUCATION 10,000
    Total .................................bullet 3a 128,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 4,027  
    4 Dividends and interest from securities....     14 52,169  
    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    
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 6,889 133,462
    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)..   63,085 133,462
    13Total. Add line 12, columns (b), (d), and (e)..................
    13196,547
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,100 1,100    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 1,871,761 2,286,072

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    US Government Securities - End of Year Book Value:

    151,728
    US Government Securities - End of Year Fair Market Value:

    160,000
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherDecreasesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 69 69    
    OFFICE SUPPLIES        
    OTHER PORTFOLIO EXPENSES        


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SB BROKER FEES 30,439 30,439    


    TY 2014 TaxesSchedule
    Name:
    THE ISLAM FAMILY FOUNDATION
    EIN: 02-0683054
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CORPORATION LICENSE 25      
    FOREIGN TAXES 733 733