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 RUCKS FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)600 JEFFERSON ST SUITE 701 BOX 11   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAFAYETTE, LA70501
A Employer identification number

31-1809004
B Telephone number (see instructions)

(337) 232-8460
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$622,823J 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 593 593  
4 Dividends and interest from securities...... 22,400 22,400  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,585
b Gross sales price for all assets on line 6a 310,290
7 Capital gain net income (from Part IV, line 2)... 31,585
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........ 54,578 54,578 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,850 0 3,850 0
c Other professional fees (attach schedule).... Click to see attachment 8,074 6,064 0 2,010
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 310 310 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 100 0 100 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,134 8,420 2,241 1,473
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,468 14,794 6,191 3,483
25 Contributions, gifts, grants paid........ 175,882 175,882
26 Total expenses and disbursements. Add lines 24 and 25 200,350 14,794 6,191 179,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -145,772
b Net investment income (if negative, enter -0-) 39,784
c Adjusted net income (if negative, enter -0-)... 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............... -8,305 24,358 24,358
2 Savings and temporary cash investments.......... 51,240 10,562 10,562
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 38,464 Click to see attachment17,290 18,308
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 45,223 Click to see attachment48,059 50,187
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 483,544 Click to see attachment364,125 519,408
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) 610,166 464,394 622,823
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 610,166 464,394
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)...... 610,166 464,394
31 Total liabilities and net assets/fund balances (see instructions).. 610,166 464,394
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)............... 1 610,166
2 Enter amount from Part I, line 27a..................... 2 -145,772
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 464,394
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 464,394
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 AMERICAN EXPRESS CO - 14.000 SHS P 2013-09-16 2014-09-11
b BHP BILLITON LTD - 78.000 SHS P 2013-09-16 2014-03-10
c CALIFORNIA RES CORP COM - 11.000 SHS P 2014-03-10 2014-12-11
d CDK GLOBAL INC COM - 0.334 SHS P 2014-03-10 2014-09-30
e CDK GLOBAL INC COM - 25.000 SHS P 2014-03-10 2014-12-11
CDK GLOBAL INC COM - 6.000 SHS P 2014-06-19 2014-12-11
CDK GLOBAL INC COM - 5.900 SHS P 2014-09-11 2014-12-11
COCA COLA CO - 39.000 SHS P 2013-09-16 2014-06-19
COLUMBIA PPTY TR INC COM NEW - 223.000 SHS P 2014-03-10 2014-12-12
COLUMBIA PPTY TR INC COM NEW - 9.040 SHS P 2014-09-11 2014-12-12
EATON CORP PLC SHS - 96.000 SHS P 2014-06-19 2014-09-11
EBAY INC - 142.000 SHS P 2013-12-06 2014-09-11
FIDELITY ADV REAL ESTATE INC I - 606.571 SHS P 2014-06-19 2014-12-12
GENERAL MILLS INC - 72.000 SHS P 2013-03-15 2014-03-10
GENERAL MILLS INC - 33.000 SHS P 2013-06-27 2014-03-10
GENERAL MILLS INC - 19,000 SHS P 2013-09-16 2014-03-10
GNC HOLDINGS,INC COM CL A - 32.000 SHS P 2014-03-10 2014-07-30
GUGGENHEIM FLOATING RT STRAT - 752.728 SHS P 2013-06-27 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 2.733 SHS P 2013-07-31 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.299 SHS P 2013-08-30 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 2.592 SHS P 2013-09-30 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.245 SHS P 2013-10-31 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.119 SHS P 2013-11-29 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 0.715 SHS P 2013-12-05 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 0.716 SHS P 2013-12-05 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 64.956 SHS P 2013-12-06 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 2.803 SHS P 2013-12-31 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.197 SHS P 2014-01-31 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.113 SHS P 2014-02-28 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 2.642 SHS P 2014-03-31 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.154 SHS P 2014-04-30 2014-06-19
GUGGENHEIM FLOATING RT STRAT - 3.106 SHS P 2014-05-30 2014-06-19
INTL BUSINESS MACHINES CORP - 7.000 SHS P 2013-09-16 2014-09-11
KINDER MORGAN INCORP - 188.000 SHS P 2014-09-11 2014-12-12
OCCIDENTAL PETROLEUM CORP DE - 27.000 SHS P 2014-03-10 2014-12-12
PROCTER & GAMBLE - 25.000 SHS P 2014-03-10 2014-12-12
PROCTER & GAMBLE - 33.000 SHS P 2014-09-11 2014-12-12
THE FINANCIAL SEL SECT SPDR FD - 84.000 SHS P 2014-06-19 2014-09-11
VERIZON COMMUNICATIONS - 0.811 SHS P 2014-02-21 2014-02-21
VODAFONE GROUP PLC - 0.454 SHS P 2013-03-15 2014-02-21
VODAFONE GROUP PLC - 31900 SHS P 2013-06-27 2014-06-19
WISDOMTREE TRUST JAPN HEDGE - 111.000 SHS P 2013-09-16 2014-03-10
WISDOMTREE TRUST JAPN HEDGE - 38,000 SHS P 2013-12-06 2014-03-10
ZOETIS INC CLASS-A - 191.000 SHS P 2013-06-27 2014-03-10
AGILENT TECHNOLOGIES - 13.000 SHS P 2011-01-03 2014-12-12
AGILENT TECHNOLOGIES - 14.000 SHS P 2012-04-27 2014-12-12
AGILENT TECHNOLOGIES - 15.000 SHS P 2012-04-30 2014-12-12
AGILENT TECHNOLOGIES - 7.000 SHS P 2012-05-01 2014-12-12
AGILENT TECHNOLOGIES - 8.000 SHS P 2012-05-30 2014-12-12
AGILENT TECHNOLOGIES - 9.000 SHS P 2012-06-07 2014-12-12
AGILENT TECHNOLOGIES - 24.000 SHS P 2012-07-30 2014-12-12
AGILENT TECHNOLOGIES - 18.000 SHS P 2012-08-27 2014-12-12
AGILENT TECHNOLOGIES - 10.000 SHS P 2012-08-28 2014-12-12
AGILENT TECHNOLOGIES - 10.000 SHS P 2012-08-29 2014-12-12
AGILENT TECHNOLOGIES - 3.000 SHS P 2012-08-30 2014-12-12
AGILENT TECHNOLOGIES - 10.000 SHS P 2012-09-10 2014-12-12
AGILENT TECHNOLOGIES - 12.000 SHS P 2012-09-27 2014-12-12
AGILENT TECHNOLOGIES - 12.000 SHS P 2012-11-09 2014-12-12
AGILENT TECHNOLOGIES - 20.0040 SHS P 2013-03-15 2014-12-12
AMERICAN EXPRESS CO - 49.000 SHS P 2013-03-15 2014-09-11
AMERICAN EXPRESS CO - 17.000 SHS P 2013-06-27 2014-09-11
BLACKROCK INC - 8.000 SHS P 2013-03-15 2014-09-11
CALIFORNIA RES CORP COM - 0.400 SHS P 2013-03-15 2014-11-28
CALIFORNIA RES CORP COM - 13.00 SHS P 2013-03-15 2014-12-11
CAPITAL ONE FINANCIAL CORP - 5.000 SHS P 2011-10-25 2014-12-12
CAPITAL ONE FINANCIAL CORP - 43.000 SHS P 2013-03-15 2014-12-12
CAPITAL ONE FINANCIAL CORP - 30.000 SHS P 2013-09-16 2014-12-12
CDN PACIFIC RY LTD NEW - 13.000 SHS P 2013-06-27 2014-09-11
COCA COLA CO - 11.000 SHS P 2012-09-10 2014-06-19
COCA COLA CO - 11.000 SHS P 2012-09-11 2014-06-19
COCA COLA CO - 10.000 SHS P 2012-09-12 2014-06-19
COCA COLA CO - 9000 SHS P 2012-09-13 2014-06-19
EXXON MOBIL CORP - 2.000 SHS P 2011-10-25 2014-09-11
EXXON MOBIL CORP - 4.000 SHS P 2012-01-03 2014-09-11
EXXON MOBIL CORP - 6.000 SHS P 2012-01-04 2014-09-11
EXXON MOBIL CORP - 4.000 SHS P 2012-01-05 2014-09-11
EXXON MOBIL CORP - 12.000 SHS P 2012-07-09 2014-09-11
EXXON MOBIL CORP - 4.000 SHS P 2012-07-09 2014-09-11
EXXON MOBIL CORP - 12.000 SHS P 2012-07-10 2014-09-11
EXXON MOBIL CORP - 3.000 SHS P 2012-07-10 2014-09-11
EXXON MOBIL CORP - 3.000 SHS P 2012-07-11 2014-09-11
EXXON MOBIL CORP - 3.000 SHS P 2012-07-11 2014-09-11
EXXON MOBIL CORP - 3.000 SHS P 2012-07-12 2014-09-11
EXXON MOBIL CORP - 2.000 SHS P 2012-07-12 2014-09-11
EXXON MOBIL CORP - 2.000 SHS P 2012-07-13 2014-09-11
EXXON MOBIL CORP - 2.000 SHS P 2012-07-13 2014-09-11
EXXON MOBIL CORP - 1.000 SHS P 2012-07-16 2014-09-11
EXXON MOBIL CORP - 2.004 SHS P 2012-07-17 2014-09-11
FOREST LABORATORIES INC - 4.000 SHS P 2011-10-25 2014-07-01
GNC HOLDINGS,INC COM CL A - 122.000 SHS P 2013-03-15 2014-07-30
HALYARD HEALTH INC - 0.125 SHS P 2013-03-15 2014-10-31
HALYARD HEALTH INC - 5.000 SHS P 2013-03-15 2014-12-12
HALYARD HEALTH INC - 4.000 SHS P 2013-09-16 2014-12-12
INTL BUSINESS MACHINES CORP - 9.000 SHS P 2012-01-03 2014-09-11
INTL BUSINESS MACHINES CORP - 9.000 SHS P 2012-01-04 2014-09-11
JPMORGAN CHASE & CO - 14.000 SHS P 2012-06-14 2014-09-11
JPMORGAN CHASE & CO - 13.000 SHS P 2012-06-15 2014-09-11
JPMORGAN CHASE & CO - 2.000 SHS P 2012-06-25 2014-09-11
JPMORGAN CHASE & CO - 2.000 SHS P 2012-06-26 2014-09-11
JPMORGAN CHASE & CO - 2.000 SHS P 2012-06-27 2014-09-11
JPMORGAN CHASE & CO - 2.000 SHS P 2012-06-28 2014-09-11
JPMORGAN CHASE & CO - 2.000 SHS P 2012-06-29 2014-09-11
JPMORGAN CHASE & CO - 19.000 SHS P 2012-12-17 2014-09-11
JPMORGAN CHASE & CO - 94.200 SHS P 2013-03-15 2014-09-11
LIBERTY GLOBAL PLC CL A NEW - 3.000 SHS P 2011-02-07 2014-03-10
LIBERTY GLOBAL PLC CL A NEW - 10.000 SHS P 2012-01-09 2014-03-10
LIBERTY GLOBAL PLC CL A NEW - 10.000 SHS P 2012-08-22 2014-03-10
LIBERTY GLOBAL PLC CL A NEW - 8.000 SHS P 2012-09-27 2014-03-10
LIBERTY GLOBAL PLC CL A NEW - 11.000 SHS P 2012-11-06 2014-03-10
LIBERTY GLOBAL PLC CL A NEW - 3.000 SHS P 2012-12-18 2014-03-10
MARATHON OIL CO - 51.000 SHS P 2011-08-15 2014-12-12
MARATHON OIL CO - 28.000 SHS P 2011-08-22 2014-12-12
MARATHON OIL CO - 4100 SHS P 2013-09-16 2014-12-12
MARATHON PETROLEUM CORP - 34.000 SHS P 2013-03-15 2014-12-11
MONSANTO CO/NEW - 59.000 SHS P 2013-06-27 2014-12-12
MONSANTO CO/NEW - 7.004 SHS P 2013-09-16 2014-12-12
NOVO NORDISK A/S ADR - 95.000 SHS P 2013-03-15 2014-09-11
OCCIDENTAL PETROLEUM CORP DE - 33.000 SHS P 2013-03-15 2014-12-12
PHILLIPS 66 COM - 55.000 SHS P 2013-03-15 2014-12-12
PHILLIPS 66 COM - 37.090 SHS P 2013-06-27 2014-12-12
PRAXAIR INC - 26.000 SHS P 2013-03-15 2014-06-19
PROCTER & GAMBLE - 7.000 SHS P 2012-01-03 2014-12-12
PROCTER & GAMBLE - 6.000 SHS P 2012-01-04 2014-12-12
PROCTER & GAMBLE - 15.004 SHS P 2013-06-27 2014-12-12
THE FINANCIAL SEL SECT SPDR FD - 561.000 SHS P 2013-03-15 2014-09-11
TYCO INTL PLC SHS - 24.000 SHS P 2013-12-06 2014-12-11
TYCO INTL PLC SHS - 173.004 SHS P 2013-12-06 2014-12-12
VERIZON COMMUNICATIONS - 3.000 SHS P 2011-10-25 2014-12-12
VERIZON COMMUNICATIONS - 39.000 SHS P 2012-01-30 2014-12-12
VODAFONE GROUP PLC - 10.000 SHS P 2012-11-09 2014-06-19
VODAFONE GROUP PLC - 66.00 SHS P 2013-03-15 2014-06-19
ZURICH INSURANCE GRP LTD ADR - 84.000 SHS P 2012-05-07 2014-11-07
ZURICH INSURANCE GRP LTD ADR - 17.000 SHS P 2012-05-31 2014-11-07
ZURICH INSURANCE GRP LTD ADR - 23.000 SHS P 2012-06-08 2014-11-07
ZURICH INSURANCE GRP LTD ADR - 20.000 SHS P 2012-09-27 2014-11-07
ZURICH INSURANCE GRP LTD ADR - 20000 SHS P 2012-11-12 2014-11-07
3M COMPANY - 5.000 SHS P 2012-06-25 2014-03-10
3M COMPANY - 5.000 SHS P 2012-06-26 2014-03-10
3M COMPANY - 7.000 SHS P 2012-06-26 2014-03-10
3M COMPANY - 4.000 SHS P 2012-06-27 2014-03-10
3M COMPANY - 2.000 SHS P 2012-06-27 2014-03-10
3M COMPANY - 4.000 SHS P 2012-06-28 2014-03-10
3M COMPANY - 5.000 SHS P 2012-06-29 2014-03-10
3M COMPANY - 14.000 SHS P 2012-09-24 2014-03-10
3M COMPANY - 1.000 SHS P 2012-09-27 2014-03-10
3M COMPANY - 10.000 SHS P 2012-12-03 2014-03-10
ACTAVIS PLC - 0.448 SHS P 2009-07-20 2014-07-01
AGILENT TECHNOLOGIES - 7.000 SHS P 2010-04-12 2014-12-12
AMERICAN EXPRESS CO - 13.000 SHS P 2010-12-15 2014-09-11
BLACKROCK HI YIELD BD PTF INST - 2,320.303 SHS P 2007-10-05 2014-12-12
BP CAPITAL MRKTS 3875 15MH10 - 1,000.000 SHS P 2009-03-10 2014-12-12
BP CAPITAL MRKTS 3875 15MH10 - 1,000.000 SHS P 2010-04-21 2014-12-12
BP CAPITAL MRKTS 3875 15MH10 - 1,000.000 SHS P 2012-03-06 2014-12-12
BP CAPITAL MRKTS 3875 15MH10 - 1.000000 SHS P 2012-09-27 2014-12-12
CALIFORNIA RES CORP COM - 1.000 SHS P 2008-11-14 2014-12-11
CALIFORNIA RES CORP COM - 5200 SHS P 2009-07-06 2014-12-11
CAPITAL ONE FINANCIAL CORP - 15.000 SHS P 2010-04-06 2014-09-11
CAPITAL ONE FINANCIAL CORP - 11.000 SHS P 2010-04-07 2014-12-12
CHEVRON CORP - 6.000 SHS P 2007-10-05 2014-12-12
CHEVRON CORP - 24.000 SHS P 2008-11-14 2014-12-12
CHEVRON CORP - 13.00 SHS P 2008-12-29 2014-12-12
COCA COLA CO - 4.000 SHS P 2009-02-24 2014-06-19
COCA COLA CO - 18.000 SHS P 2009-03-23 2014-06-19
COCA COLA CO - 26.000 SHS P 2009-12-29 2014-06-19
COCA COLA CO - 8,000 SHS P 2010-04-20 2014-06-19
EXXON MOBIL CORP - 4.000 SHS P 2008-03-21 2014-09-11
EXXON MOBIL CORP - 10.00 SHS P 2009-11-10 2014-09-11
FNMA 0750 14DE19 - 6,000.000 SHS P 2012-09-19 2014-03-10
FOREST LABORATORIES INC - 8.000 SHS P 2008-11-14 2014-07-01
FOREST LABORATORIES INC - 13.000 SHS P 2009-04-15 2014-07-01
FOREST LABORATORIES INC - 55.000 SHS P 2009-07-20 2014-07-01
GEN ELEC CAP CORP 2950 16MY09 - 2,000.000 SHS P 2011-09-15 2014-12-12
GENERAL MILLS INC - 17.000 SHS P 2010-03-08 2014-03-10
INTL BUSINESS MACHINES CORP - 2.000 SHS P 2010-04-20 2014-09-11
JP MORGAN CHASE 5125 14SP15 - 3,000.000 SHS P 2007-10-09 2014-06-19
JP MORGAN CHASE 5125 14SP15 - 1,000.000 SHS P 2010-04-21 2014-06-19
JP MORGAN CHASE 5125 14SP15 - 1,000,000 SHS P 2011-02-08 2014-06-19
LIBERTY GLOBAL PLC CL A NEW - 16.000 SHS P 2010-06-10 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 16.000 SHS P 2010-06-10 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 3.000 SHS P 2011-02-07 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 10.000 SHS P 2012-01-09 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 10.000 SHS P 2012-08-22 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 8.000 SHS P 2012-09-27 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 11.000 SHS P 2012-11-06 2014-03-10
LIBERTY GLOBAL PLC CL C NEW - 3.000 SHS P 2012-12-18 2014-03-10
MARATHON OIL CO - 10.000 SHS P 2009-07-21 2014-12-12
MARATHON OIL CO - 12.000 SHS P 2009-07-22 2014-12-12
MARATHON OIL CO - 7,000 SHS P 2009-07-23 2014-12-12
MARATHON PETROLEUM CORP - 3.000 SHS P 2009-07-21 2014-12-11
MARATHON PETROLEUM CORP - 6.000 SHS P 2009-07-22 2014-12-11
MARATHON PETROLEUM CORP - 30 SHS P 2009-07-23 2014-12-11
OCCIDENTAL PETROLEUM CORP DE - 3.000 SHS P 2008-11-14 2014-12-12
OCCIDENTAL PETROLEUM CORP DE - 13.00 SHS P 2009-07-06 2014-12-12
PHILLIPS 66 COM - 3.000 SHS P 2010-02-17 2014-12-12
PHILLIPS 66 COM - 5.00 SHS P 2010-02-18 2014-12-12
PRAXAIR INC - 10.000 SHS P 2008-06-23 2014-06-19
PROCTER & GAMBLE - 1.000 SHS P 2008-11-14 2014-12-12
PROCTER & GAMBLE - 21.004 SHS P 2008-12-22 2014-12-12
TRAVELERS COMPANIES INC COM - 16.000 SHS P 2008-03-05 2014-03-10
TRAVELERS COMPANIES INC COM - 26.000 SHS P 2008-03-11 2014-03-10
TRAVELERS COMPANIES INC COM - 9.000 SHS P 2008-11-14 2014-03-10
TRAVELERS COMPANIES INC COM - 2.200 SHS P 2009-08-12 2014-03-10
US TSY NOTE 1000 16OC31 - 5,000.000 SHS P 2011-11-17 2014-12-12
US TSY NOTE 1000 16OC31 - 1,000.000 SHS P 2012-03-06 2014-12-12
US TSY NOTE 1250 15SP30 - 4,000.000 SHS P 2010-10-28 2014-12-11
US TSY NOTE 2000 16AP30 - 2,000.000 SHS P 2011-05-27 2014-12-12
US TSY NOTE 2000 22FB15 - 3,000.000 SHS P 2012-02-27 2014-09-11
VERIZON COMMUNICATIONS - 1.000 SHS P 2009-04-06 2014-12-12
VERIZON COMMUNICATIONS - 35.000 SHS P 2009-07-28 2014-12-12
WAL-MART STORES 2875 15AP01 - 3,000.000 SHS P 2010-03-31 2014-12-12
WAL-MART STORES 2875 15AP01 - 1.000000 SHS P 2010-04-21 2014-12-12
WELLS FARGO COMP 3500 22MH08 - 2,000.000 SHS P 2012-12-05 2014-12-11
(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 1,236   1,058 178
b 5,046   5,245 -199
c 60   91 -31
d 10   10 0
e 1,005   730 275
241   179 62
201   168 33
1,627   1,516 111
5,667   5,866 -199
1,499   1,505 -6
6,505   7,286 -781
7,200   7,396 -196
7,200   7,200 0
3,636   3,339 297
1,666   1,597 69
959   946 13
1,029   1,538 -509
20,241   20,000 241
73   73 0
89   88 1
70   69 1
87   87 0
84   84 0
19   19 0
19   19 0
1,747   1,738 9
75   75 0
86   86 0
84   84 0
71   71 0
85   85 0
84   83 1
1,341   1,350 -9
7,393   7,202 191
2,011   2,526 -515
2,263   1,959 304
2,987   2,753 234
1,964   1,914 50
38   39 -1
19   23 -4
1,032   1,564 -532
5,353   5,274 79
1,832   1,885 -53
5,822   5,930 -108
522   395 127
562   431 131
602   458 144
281   216 65
321   240 81
361   262 99
964   664 300
723   489 234
402   269 133
402   269 133
121   80 41
402   278 124
482   335 147
482   321 161
803   623 180
4,327   3,248 1,079
1,501   1,275 226
2,628   2,045 583
3   3 0
71   93 -22
405   219 186
3,483   2,374 1,109
2,430   2,026 404
2,677   1,585 1,092
459   415 44
459   415 44
417   377 40
375   343 32
194   161 33
387   345 42
581   514 67
387   342 45
1,162   1,002 160
387   334 53
1,162   1,002 160
291   251 40
291   252 39
291   252 39
291   252 39
194   168 26
194   170 24
194   170 24
97   85 12
194   170 24
104     104
3,923   4,956 -1,033
5   3 2
196   124 72
157   116 41
1,724   1,685 39
1,724   1,670 54
835   481 354
776   453 323
119   70 49
119   72 47
119   73 46
119   71 48
119   72 47
1,134   822 312
5,609   4,700 909
130   63 67
433   213 220
433   279 154
347   246 101
477   327 150
130   95 35
1,322   1,392 -70
726   714 12
1,063   1,452 -389
2,941   3,005 -64
7,011   5,863 1,148
832   740 92
4,443   3,324 1,119
2,458   2,666 -208
3,637   3,557 80
2,446   2,179 267
3,432   2,959 473
634   468 166
543   399 144
1,358   1,166 192
13,118   10,342 2,776
1,019   903 116
7,225   6,511 714
137   109 28
1,775   1,460 315
333   533 -200
2,197   3,358 -1,161
2,471   2,012 459
500   352 148
677   480 197
588   506 82
588   491 97
668   429 239
668   430 238
935   602 333
534   349 185
267   174 93
534   346 188
668   446 222
1,870   1,311 559
134   93 41
1,336   906 430
99   34 65
281   173 108
1,148   605 543
18,400   18,205 195
992   989 3
992   1,002 -10
992   1,006 -14
992   1,007 -15
5   5 0
27   28 -1
1,217   647 570
891   476 415
619   551 68
2,476   1,734 742
1,341   925 416
167   86 81
751   388 363
1,085   751 334
334   218 116
387   375 12
968   630 338
6,004   6,019 -15
208     208
339     339
1,432     1,432
2,059   2,007 52
858   613 245
383   259 124
3,030   2,858 172
1,010   1,004 6
1,010   1,005 5
694   203 491
669   196 473
126   61 65
418   205 213
418   270 148
335   237 98
460   316 144
126   92 34
259   185 74
311   221 90
181   132 49
259   75 184
519   149 370
259   76 183
223   137 86
968   768 200
198   68 130
331   112 219
1,320   989 331
91   64 27
1,901   1,265 636
1,338   758 580
2,174   1,241 933
752   377 375
167   93 74
5,045   5,012 33
1,009   1,004 5
4,034   4,000 34
2,046   2,009 37
2,943   3,017 -74
46   31 15
1,593   1,022 571
2,969   3,000 -31
990   1,000 -10
2,083   2,134 -51
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       178
b       -199
c       -31
d       0
e       275
      62
      33
      111
      -199
      -6
      -781
      -196
      0
      297
      69
      13
      -509
      241
      0
      1
      1
      0
      0
      0
      0
      9
      0
      0
      0
      0
      0
      1
      -9
      191
      -515
      304
      234
      50
      -1
      -4
      -532
      79
      -53
      -108
      127
      131
      144
      65
      81
      99
      300
      234
      133
      133
      41
      124
      147
      161
      180
      1,079
      226
      583
      0
      -22
      186
      1,109
      404
      1,092
      44
      44
      40
      32
      33
      42
      67
      45
      160
      53
      160
      40
      39
      39
      39
      26
      24
      24
      12
      24
      104
      -1,033
      2
      72
      41
      39
      54
      354
      323
      49
      47
      46
      48
      47
      312
      909
      67
      220
      154
      101
      150
      35
      -70
      12
      -389
      -64
      1,148
      92
      1,119
      -208
      80
      267
      473
      166
      144
      192
      2,776
      116
      714
      28
      315
      -200
      -1,161
      459
      148
      197
      82
      97
      239
      238
      333
      185
      93
      188
      222
      559
      41
      430
      65
      108
      543
      195
      3
      -10
      -14
      -15
      0
      -1
      570
      415
      68
      742
      416
      81
      363
      334
      116
      12
      338
      -15
      208
      339
      1,432
      52
      245
      124
      172
      6
      5
      491
      473
      65
      213
      148
      98
      144
      34
      74
      90
      49
      184
      370
      183
      86
      200
      130
      219
      331
      27
      636
      580
      933
      375
      74
      33
      5
      34
      37
      -74
      15
      571
      -31
      -10
      -51
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 31,585
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013      
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 796
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........................... 3 796
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- ..... 5 796
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,300
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 1,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 10 497
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet497 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)
    bulletLA
    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 ofbulletWILLIAM W RUCKS IV Telephone no.bullet (337) 232-8460
    Located atbullet600 JEFFERSON ST SUITE 701LAFAYETTELA ZIP+4bullet70501
    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
    WILLIAM WARD RUCKS IV DIRECTOR
    0.00     		0 0 0
    600 JEFFERSON ST SUITE 701
    LAFAYETTE,LA70501
    CATHERINE MAY RUCKS DIRECTOR
    0.00     		0 0 0
    600 JEFFERSON ST SUITE 701
    LAFAYETTE,LA70501
    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
     
    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  
    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
    703,351
    b
    Average of monthly cash balances.......................
    1b
    42,284
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    745,635
    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
    745,635
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    11,185
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    734,450
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    36,723
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    36,723
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    796
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    796
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    35,927
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    35,927
    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
    35,927
    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
    179,365
    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
    179,365
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    179,365
    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 35,927
    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....... 48,831
    b From 2010....... 82,943
    c From 2011....... 110,934
    d From 2012....... 109,446
    e From 2013....... 156,726
    fTotal of lines 3a through e......... 508,880
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 179,365
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 35,927
    e Remaining amount distributed out of corpus 143,438
    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 5 652,318
    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) ...     		48,831
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		603,487
    10 Analysis of line 9:
    a Excess from 2010.... 82,943
    b Excess from 2011.... 110,934
    c Excess from 2012.... 109,446
    d Excess from 2013.... 156,726
    e Excess from 2014.... 143,438
    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).)
    WILLIAM WARD RUCKS IV
    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
    BOYS AND GIRLS CLUB
    1405 W PINHOOK ROAD SUITE 108
    LAFAYETTE,LA70503     		    DONATION FOR PROGRAM SERVICES 5,000
    BRIDGE STREET MINISTRIES
    410 HUVAL STREET
    LAFAYETTE,LA70501     		    DONATION FOR PROGRAM SERVICES 6,000
    COMMUNITY FOUNDATION OF ACADIANA
    1035 CAMELLIA BLVD STE 100
    LAFAYETTE,LA70508     		    DONATION TO HELP NEEDY FOR HOLIDAY SEASON 5,000
    COUPE DE MAIN
    P O BOX 2398
    LAFAYETTE,LA70502     		    DONATION FOR ASSISTING THE NEEDY 1,500
    DESORMEAUX FOUNDATION
    1331 JEFFERSON STREET
    LAFAYETTE,LA70501     		    DONATION FOR YOUNG MOTHERS PREGNANCY PROGRAM 3,000
    FIGHT THE NEW DRUG INC
    367 W 1600 S
    SALT LAKE CITY,UT84115     		    DONATION FOR FREE TEEN ONLINE RECOVERY PROGRAM 4,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		    DONATION FOR PROVIDING HOMES FOR THE POOR 19,200
    HEARTS OF HOPE
    P O BOX 53967
    LAFAYETTE,LA70505     		    DONATION TO ASSIST SEXUALLY ABUSED CHILDREN 15,416
    HOSPICE OF ACADIANA
    2600 JOHNSTON STREET SUITE 236
    LAFAYETTE,LA70503     		    DONATION FOR HOSPICE SERVICES 10,000
    JOHN PAUL II HEALING CENTER
    2619 CENTENNIAL DRIVE STE 201
    TALLAHASSEE,FL32308     		    DONATION FOR PROGRAM SERVICES 25,000
    LOURDES FOUNDATION INC
    4801 AMBASSADOR CAFFERY PARKWAY
    LAFAYETTE,LA70508     		    DONATION FOR EYECARE/READING GLASSES FOR THE NEEDY 6,000
    MILES PERRET CANCER SERVICES
    PO BOX 80763
    LAFAYETTE,LA70598     		    DONATION FOR GAMES OF ACADIANA SPONSORSHIP 10,000
    MORALITY IN MEDIA
    1100 G STREET NW 450
    WASHINGTON,DC20005     		    DONATION SCHOLARSHIPS FOR PROGRAMS 12,000
    OPELOUSAS LIGHTHOUSE MISSION
    704 W SOUTH ST
    OPELOUSAS,LA70570     		    DONATION FOR HOMELESS SHELTER 5,000
    OPERATION SMILE
    6435 TIDEWATER DRIVE
    NORFOLK,VA23509     		    DONATION FOR CLEFT LIP AND PALATE SURGERIES FOR CHILDREN 20,000
    SOUTHWEST LA EDUCATION AND REFERRAL CENTER
    P O BOX 52763
    LAFAYETTE,LA70505     		    DONATION FOR PROGRAM SERVICES 1,500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		    DONATION FOR CARING FOR CHILDREN WITH CANCER 5,000
    THE FAMILY TREE
    2435 WEST CONGRESS
    LAFAYETTE,LA70506     		    DONATION FOR EDUCATION AND COUNSELING SERVICES 500
    THE KING'S MEN
    P O BOX 713
    QUAKERTOWN,PA18951     		    DONATION FOR PROGRAM SERVICES 5,000
    YOUNG LIFE
    P O BOX 520
    COLORADO SPRINGS,CO80901     		    DONATION FOR YOUTH PROGRAMS 3,500
    JOHN PAUL II ACADEMY
    1522 CARMEL DRIVE
    LAFAYETTE,LA70501     		    DONATION FOR FUNDRAISER EVENT FOR PROGRAM SERVICES 400
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		    DONATION FOR RESEARCH AND PUBLIC EDUCATION 1,000
    FAMILY MISSIONS COMPANY
    12624 EVERGLADE ROAD
    ABBEVILLE,LA70510     		    DONATION FOR SCHOOL SUPPLIES FOR NEEDY CHILDREN 1,500
    LOUISIANA RIGHT TO LIFE
    7121 CATINA STREET
    NEW ORLEANS,LA70124     		    DONATION FOR EDUCATIONAL PROGRAMS 1,000
    PREGNANCY CENTER
    913 S COLLEGE ROAD STE 206
    LAFAYETTE,LA70503     		    DONATION FOR PROGRAM SERVICES 1,200
    ST PETER SCHOOL
    513 6TH STREET
    GUEYDAN,LA70542     		    DONATION FOR FUNDRAISER EVENT FOR PROGRAM SERVICES 1,166
    WOUNDED WARRIORS
    4899 BELFORT ROAD STE 300
    JACKSONVILLE,FL32256     		    DONATION TO ASSIST WOUNDED SERVICE MEN AND WOMEN 3,000
    BOY SCOUTS OF AMERICA
    2266 S COLLEGE ROAD STE E
    LAFAYETTE,LA70508     		    DONATION FOR PROGRAM SERVICES 2,500
    MADDIE'S FOOTPRINTS
    205 CHEVALIER BLVD
    LAFAYETTE,LA70503     		    DONATION TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES WHO HAVE LOST A CHILD 1,500
    Total .................................bullet 3a 175,882
    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 ............     		    14 593  
    4 Dividends and interest from securities....     14 22,400  
    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 31,585  
    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 54,578 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1354,578
    (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 RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTLETHWAITE & NETTERVILLE, APAC 3,850 0 3,850 0

    TY 2014 AppliedToPriorYearElection
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Election:
    THE FOUNDATION ELECTS TO APPLY 2014 EXCESS CONTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED INCOME.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 48,059 50,187

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    US Government Securities - End of Year Book Value:

    17,290
    US Government Securities - End of Year Fair Market Value:

    18,308
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS & DEFINED ASSETS AT COST 105,730 104,081
    STOCKS/EQUITIES AT COST 258,395 415,327

    TY 2014 OtherExpensesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 9,254 8,420 834 0
    ANNUAL REPORT FEE 15 0 15 0
    COMPUTER REPAIR 200 0 200 0
    SUPPLIES, POSTAGE AND FOOD FOR EVENTS 1,473 0 0 1,473
    OFFICE SUPPLIES AND EXPENSES 1,192 0 1,192 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY FEES 6,064 6,064 0 0
    FEES FOR EVENT SPEAKERS 2,010 0 0 2,010


    TY 2014 TaxesSchedule
    Name:
    THE RUCKS FAMILY FOUNDATION
    EIN: 31-1809004
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES AND TAX REFUND 310 310 0 0