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
NEWMAN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)700 EL PASEO   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENTON, TX76205
A Employer identification number

75-2680607
B Telephone number (see instructions)

(940) 566-0990
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$954,313J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 24,799 24,799  
5a Gross rents.............. 993 993  
b Net rental income or (loss) -1,587
6a Net gain or (loss) from sale of assets not on line 10 128,461
b Gross sales price for all assets on line 6a 372,084
7 Capital gain net income (from Part IV, line 2)... 128,461
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)....... Click to see attachment 1,672 1,672  
12 Total. Add lines 1 through 11........ 155,925 155,925  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,200 1,600   1,600
c Other professional fees (attach schedule).... Click to see attachment 6,778 6,778   0
17 Interest............... 41 41   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 989 289   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,100 6,100   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,108 14,808   1,600
25 Contributions, gifts, grants paid........ 392,800 392,800
26 Total expenses and disbursements. Add lines 24 and 25 409,908 14,808   394,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -253,983
b Net investment income (if negative, enter -0-) 141,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 390,389 100,877 100,877
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) bullet93
Less: allowance for doubtful accounts bullet0 63 93 93
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 501,914 Click to see attachment427,893 485,252
c Investments—corporate bonds (attach schedule)........ 50,000 Click to see attachment152,612 155,834
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 165,766 Click to see attachment172,674 212,257
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) 1,108,132 854,149 954,313
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,108,132 854,149
30 Total net assets or fund balances (see instructions)...... 1,108,132 854,149
31 Total liabilities and net assets/fund balances (see instructions).. 1,108,132 854,149
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 1,108,132
2 Enter amount from Part I, line 27a..................... 2 -253,983
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 854,149
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. 6 854,149
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 2,000 SHS - KKR FINANCIAL 7.5% PFD HOLDINGS LLC - PREFERRED P 2012-06-12 2014-10-24
b PHOENIX K-1 - 1231 P    
c 4 SHS AAON INC P 2014-10-03 2014-10-24
d 9 SHS ABBOTT LABORATORIES P 2013-11-07 2014-10-24
e 6 SHS ACTUANT CORP P 2014-02-28 2014-12-17
2 SHS ADVISORY BOARD CO P 2014-03-03 2014-10-27
33 SHS ALCOA INC P 2014-07-15 2014-10-27
4 SHS ALLEGHENY TECHNOLOGIES INC P 2013-10-31 2014-10-27
2 SHS ALLIANCE DATA SYSTEMS CORP P 2013-04-18 2014-02-28
2 SHS AMAZON COM INC P 2014-09-05 2014-10-27
2 SHS AMERICAN ASSETS TR INC P 2014-01-30 2014-10-27
4 SHS ANHEUSER BUSCH P 2013-06-06 2014-01-21
26 SHS APACHE CORP P 2014-06-17 2014-12-08
2 SHS ASTRONICS CORP P 2014-09-30 2014-10-27
38 SHS BIOMARIN PHARMACEUTICAL INC P 2013-11-15 2014-09-16
9 SHS CIT GROUP INC P 2013-12-02 2014-10-27
2 SHS CANTEL MEDICAL CORP P 2014-04-24 2014-10-27
2 SHS CARBO CERAMICS INC P 2014-08-06 2014-11-03
6 SHS CATAMARAN CORP P 2014-04-16 2014-10-27
9 SHS CELGENE CORP P 2013-01-12 2014-10-27
4 SHS CHEFS WAREHOUSE INC P 2014-04-22 2014-10-27
11 SHS COMERICA INC P 2013-12-20 2014-10-27
9 SHS CONTROL4 CORP P 2014-07-10 2014-10-27
25 SHS CONVERSANT INC P 2013-06-26 2014-04-30
7 SHS CORNING INC P 2013-03-25 2014-02-24
11 SHS COSTCO WHSL CORP P 2014-01-28 2014-10-27
7 SHS DEL FRISCO'S RESTAURANT P 2014-04-28 2014-10-27
57 SHS DELTA AIR LINES INC P 2014-01-15 2014-08-29
1 SH DISCOVERY COMMUNICATIONS INC P 2013-10-14 2014-01-28
13 SHS DORMAN PRODUCTS INC P 2014-07-30 2014-10-16
5 SHS EAGLE BANCORP INC P 2014-01-23 2014-10-27
22 SHS EBAY INC P 2013-08-15 2014-01-16
26 SHS EDWARDS LIFESCIENCE CORP P 2013-02-19 2014-02-18
57 SHS EMERALD OIL INC P 2014-05-15 2014-11-20
5 SHS FACEBOOK INC P 2014-08-27 2014-10-27
14 SHS FEDEX CORPORATION P 2013-04-01 2014-02-25
3 SHS FINANCIAL ENGINES INC P 2014-07-01 2014-10-27
4 SHS FLEETCOR TECHNOLOGIES INC P 2014-05-02 2014-10-27
8 SHS GENL DYNAMICS CORP P 2014-07-24 2014-10-27
60 SHS GENERAL MOTORS CO P 2013-12-18 2014-10-27
2 SHS GENTHERM INC P 2014-10-17 2014-10-27
14 SHS GOLDCORP INC P 2014-10-03 2014-10-27
4 SHS HFF INC P 2014-09-23 2014-10-27
7 SHS HMS HLDGS CORP P 2013-05-06 2014-04-14
20 SHS HAEMONETICS CORP P 2013-07-29 2014-01-27
44 SHS HALLIBURTON COMPANY P 2014-04-23 2014-10-27
25 SHS HEALTHSTREAM INC P 2014-04-25 2014-10-16
5 SHS IPC THE HOSPITALIST CO P 2014-07-03 2014-10-27
2 SHS INTERNATIONAL BUSINESS MACHINE CORP P 2013-03-07 2014-01-29
6 SHS INTUIT INC P 2013-10-30 2014-10-27
1 SHS J & J SNACK FOODS CORP P 2014-01-27 2014-10-27
16 SHS LABORATORY CORP OF AMER P 2014-04-02 2014-11-03
7 SHS LAM RESEARCCH CORP P 2014-07-02 2014-12-30
16 SHS LIFELOCK INC P 2014-03-18 2014-10-27
2 SHS LUMBER LIQUIDATORS HLDGS P 2014-07-09 2014-10-27
5 SHS MDC PARTNERS INC P 2014-09-23 2014-10-27
2 SHS MARTIN MARIETTA MATERIALS INC P 2014-08-22 2014-10-27
4 SHS MASIMO CORP P 2014-03-24 2014-10-27
4 SHS MONOTYPE IMAGING HLDGS P 2014-04-07 2014-10-27
6 SHS NATIONAL BANK HOLDINGS CORP P 2013-10-30 2014-10-17
3 SHS NETAPP INC P 2014-07-31 2014-10-27
196 SHS NEXTERA ENERGY INC P 2014-01-29 2014-10-27
3 SHS OMNICELL INC P 2014-08-04 2014-10-27
119 SHS ORACLE CORPORATION P 2014-01-29 2014-09-23
14 SHS P P G INDUSTRIES P 2013-10-02 2014-09-17
25 SHS PENNEY JC CO INC P 2014-09-05 2014-10-27
5 SHS PHILIP MORRIS INTERNATIONAL INC P 2013-05-10 2014-03-11
41 SHS PIER 1 IMPORTS INC P 2013-10-23 2014-07-23
2 SHS POPEYES LOUISIANA KITCHEN INC P 2014-01-09 2014-10-27
5 SHS PRESTIGE BRANDS HOLDINGS P 2014-03-12 2014-10-27
4 SHS PRIMORIS SERVICES CORP P 2014-04-11 2014-10-27
3 SHS PROTO LABS INC P 2014-03-25 2014-10-27
1 SH QUAKER CHEMICAL CORP P 2014-02-05 2014-10-27
4 SHS RALPH LAUREN CORP P 2014-03-17 2014-10-27
3 SHS RAVEN INDUSTRIES INC P 2014-04-17 2014-10-27
3 SHS RBC BEARINGS INC P 2013-03-20 2014-01-03
55 SHS REALPAGE INC P 2014-02-28 2014-08-07
32 SHS ROFIN-SINAR TECHNOLOGIES INC P 2014-02-04 2014-07-03
4 SHS SPS COMMERCE INC P 2014-04-25 2014-10-27
5 SHS SALESFORCE.COM P 2014-10-02 2014-10-27
6 SHS SCIQUEST INC P 2014-07-07 2014-10-27
4 SHS SELECTIVE INS GROUP INC P 2014-10-03 2014-10-27
9 SHS SOLARWINDS INC P 2013-09-24 2014-03-03
2 SHS SOUTH ST CORP P 2014-01-30 2014-10-27
3 SHS SPLUNK INC P 2014-09-08 2014-10-27
6 SHS STARWOOD HOTELS & RESORTS WORLDWIDE INC P 2014-06-18 2014-10-27
3 SHS STONE ENERGY CORP P 2014-09-15 2014-10-27
5 SHS SYSCO CORPORATION P 2014-06-02 2014-10-27
12 SHS TANGOE INC P 2014-02-28 2014-10-27
14 SHS TARGET CORP P 2014-08-21 2014-11-19
18 SHS TEVA PHARMACEUTICAL P 2014-03-06 2014-10-27
2 SHS TEXAS CAPITAL BANCSHARES INC P 2014-04-29 2014-10-27
3 SHS THERMO FISHER SCIENTIFIC INC P 2013-08-21 2014-01-30
9 SHS TIME WARNER INC P 2014-08-06 2014-12-24
3 SHS II-VI INC P 2013-12-31 2014-03-19
1 SH VERTEX PHARMACEUTICALS INC P 2014-10-13 2014-10-27
2 SHS VISA INC P 2014-08-28 2014-10-27
5 SHS VMWARE INC P 2014-02-12 2014-10-27
11 SHS VOCERA COMMUNICATIONS INC P 2014-05-05 2014-06-10
6 SHS VOLCANO CORP P 2013-10-31 2014-07-28
2 SHS WAGEWORKS INC P 2014-07-16 2014-10-27
38 SHS WAL-MART STORES INC P 2013-08-26 2014-06-26
3 SHS WESTERN ALLIANCE BANCORP P 2014-10-17 2014-10-27
7 SHS YELP INC P 2014-10-17 2014-10-27
1 SHS ACTAVIS PLC P 2014-09-19 2014-10-27
29 SHS AON PLC P 2013-10-14 2014-03-11
18 SHS DELPHI AUTOMOTIVE P 2014-04-01 2014-09-17
19 SHS MICHAEL KORS HOLDINGS P 2013-06-28 2014-06-17
13 SHS PERRIGO CO PLC P 2014-03-03 2014-11-12
3 SHS TE CONNECTIVITY LTD P 2014-06-11 2014-09-30
18 SHS STRATASYS LTD P 2014-09-17 2014-10-27
2 SHS ASML HOLDING NV P 2014-07-30 2014-11-21
33 SHS LYONDELLBASELL P 2014-10-14 2014-12-10
46 SHS NIELSEN NV P 2014-01-23 2014-09-23
8 SHS ADT CORP P 2013-04-05 2014-10-27
22 SHS AES CORP P 2011-07-26 2014-10-27
21 SHS ACTUANT CORP P 2012-10-01 2014-12-17
35 SHS AKORN INC P 2012-11-06 2014-10-27
4 SHS ALLEGHENY TECHNOLOGIES INC P 2013-10-23 2014-10-27
2 SHS ALLETE INC P 2013-01-15 2014-10-27
7 SHS ALLIANCE DATA SYSTEMS CORP P 2013-05-24 2014-12-04
6 SHS AMAZON COM P 2012-06-06 2014-05-06
8 SHS AMERICAN ELECTRIC POWER INC P 2011-05-20 2014-10-27
40 SHS AMERICAN EXPRESS COMPANY P 2013-01-16 2014-04-02
14 SHS AMTRUST FINANCIAL SERVICES INC P 2013-10-09 2014-10-27
29 SHS ANHEUSER BUSCH INBEV P 2012-10-15 2014-01-21
15 SHS APTARGROUP INC P 2012-10-01 2014-05-02
15 SHS APPLIED MATERIALS INC P 2012-08-10 2014-10-27
24 SHS BAKER HUGHES INC P 2011-08-25 2014-11-24
3 SHS BALCHEM CORP P 2012-12-26 2014-10-27
4 SHS BEACON ROOFING SUPPLY INC P 2013-08-16 2014-10-27
7 SHS BERRY PLASTICS GROUP INC P 2013-07-17 2014-10-27
1 SH BIO RAD LABS INC P 2012-10-01 2014-10-27
7 SHS BIOGEN IDEC INC P 2012-02-01 2014-01-10
4 SHS BIOMED REALTY TRUST INC P 2012-10-01 2014-10-27
22 SHS BOEING CO P 2013-01-09 2014-04-23
4 SHS BOTTOMLINE TECHNOLOGIES P 2013-10-09 2014-10-27
24 SHS BRISTOL MYERS SQUIBB CO P 2012-08-28 2014-12-02
6 SHS BUFFALO WILD WINGS INC P 2012-11-01 2014-02-27
4 SHS CIGNA CORPORATION P 2012-08-28 2014-10-27
14 SHS CVS HEALTH CORPORATION P 2013-05-14 2014-11-10
14 SHS CARRIZO OIL & GAS INC P 2012-10-01 2014-10-27
5 SHS CASEYS GENL STORES INC P 2012-10-01 2014-10-27
4 SHS CELGENE CORP P 2013-10-04 2014-10-27
37 SHS CISCO SYSTEMS INC P 2011-12-14 2014-12-01
12 SHS CITIGROUP INC P 2012-01-23 2014-10-27
7 SHS CITY NATIONAL CORP P 2012-10-01 2014-01-03
3 SHS CLARCOR INC P 2012-10-01 2014-10-27
73 SHS COCA-COLA COMPANY P 2012-06-26 2014-03-10
3 SHS COGNEX CORP P 2013-04-19 2014-10-27
4 SHS COMMVAULT SYSTEMS INC P    
9 SHS CONSTANT CONTACT INC P    
17 SHS CORNING INC P    
4 SHS CORPORATE OFFICE PPTYS REIT TR P    
34 CROWN CASTLE INTL CORP P    
5 SHS CYBERONICS INC P    
62 SHS DANA HOLDING CORP P    
12 SHS DANAHER CORP P    
5 SHS DIODES INCORPORTATED P    
23 SHS DISCOVERY COMMUNICATIONS INC P    
13 SHS DOMINION RES INC VA NEW P    
59 SHS EMERALD OIL INC P    
8 SHS ESTERLINE TECHNOLOGIES CORP P    
5 SHS EVERCORE PARTNERS INC CL A P    
38 SHS EXPRESS INC P    
32 SHS FAMILY DOLLAR STORES INC P    
7 SHS FEDEX CORPORATION P    
8 SHS FIRST MIDWEST BANCORP INC/IL P    
4 SHS FORUM ENERGY TECHNOLOGIES INC P    
8 SHS GAMING AND LEISURE PROPERTIES INC P    
26 SHS GENERAL ELECTRIC COMPANY P    
8 SHS GLOBUS MEDICAL INC NEW CLASS A P    
1 SHS GOOGLE INC CL A VOTING P    
7 SHS GOOGLE CL C NON-VOTING P    
9 SHS HCC INSURANCE HOLDINGS INC P    
13 SHS HMS HLDGS CORP P    
4 SHS HAEMONETICS CORP MASS P    
13 SHS HAIN CELESTIAL GROUP INC P    
11 SHS HARTFORD FINL SVCS GROUP INC P    
6 SHS HEALTHCARE SCVS GROUP INC P    
19 SHS HEARTLAND EXPRESS INC P    
2 SHS HEICO CORP NEW P    
7 SHS HELIX ENERGY SOLUTIONS GROUP P    
64 SHS HOLOGIC INC P    
6 SHS HOME DEPOT INC P    
12 SHS HUB GROUP INC CL A P    
2 SHS ICU MED INC P    
8 SHS ICONIX BRAND GROUP INC P    
8 SHS INTEGRA LIFESCIENCES HOLDING P    
32 SHS INTEL CORP P    
11 SHS INTERNATIONAL BUSINESS MACHINE CORP P    
15 SHS JPMORGAN CHASE & CO P    
29 SHS JOHNSON & JOHNSON P    
2 SHS J2 GLOBAL INC P    
86 SHS KEY ENERGY GROUP INC P    
98 SHS KINDER MORGAN INC DEL P    
36 SHS KRAFT FOODS GROUP P    
25 SHS LAM RESEARCH CORP P    
2 SHS LANDSTAR SYSTEMS INC P    
25 SHS LUMINEX CORP P    
4 SHS MSC INDUSTRIAL DIRECT CO INC CLASS A P    
17 SHS MADDEN STEVEN LTD P    
28 SHS MEDTRONIC INC P    
6 SHS MERCK & CO INC NEW P    
59 SHS MICROSOFT CORP P    
11 SHS MICROS SYSTEMS INC P    
3 SHS MIDDLEBY CORP P    
9 SHS MISTRAS GROUP INC P    
18 SHS MONDELEZ INTL INC P    
2 SHS MONRO MUFFLER BRAKE INC P    
29 SHS MONSANTO CO NEW P    
8 SHS MORNINGSTAR INC P    
20 SHS MYLAN INC P    
34 SHS NATIONAL BANK HOLDINGS CORP-CLASS A P    
14 SHS NAVIENT CORP P    
4 SHS NEUSTAR INC CLASS A P    
9 SHS NICE SYSTEMS LTD SPON ADR P    
4 SHS NOBLE ENERGY INC P    
13 SHS O'REILLY ATOMOTIVE INC P    
5 SHS PENNLEBROOK HOTEL TR P    
15 SHS PEPSICO INCORPORATED P    
27 SHS PFIZER INCORPORATED P    
18 SHS PHILIP MORRIS INTERNATIONAL INC P    
4 SHS PLANTRONICS INC P    
3 SHS PORTFOLIO RECOVERY ASSOCIATE P    
22 SHS POTASH CORP OF SASKATCHEWAN INC P    
6 SHS POWER INTEGRATIONS INC P    
3 SHS PROASSURANCE CORP P    
6 SHS PROCTER & GAMBLE CO P    
18 SHS PROGRESS SOFTWARE CORP P    
12 SHS PROSPERITY BANCSHS INC P    
11 SHS QLIK TECHNOLOGIES INC P    
26 SHS RANGE RESOURCES CORP P    
1 SHS RBC BEARINGS INC P    
6 SHS REGAL-BELOIT CORPORATION P    
8 SHS RITCHIE BROS AUCTIONEERS INC P    
7 SHS ROADRUNNER TRANSPORTATION SYSTEMS P    
7 SHS ROFIN-SINAR TECHNOLOGIES INC P    
42 SHS SLM CORP P    
6 SHS SVB FINANCIAL GROUP P    
13 SHS SEALED AIR CORP NEW P    
15 SHS SEMTECH CORP P    
7 SHS SENSIENT TECHNOLOGIES P    
2 SHS SHERWIN WILLIAMS CO P    
8 SHS SIRONA DENTAL SYSTEMS INC P    
4 SHS SOLARWINDS INC P    
9 SHS STARBUCKS CORP P    
9 SHS STATE STR CORP P    
43 SHS STEEL SYNAMICS INC P    
15 SHS STIFEL FINACIAL CORP P    
16 SHS SUPERIOR ENERGY SVCS INC P    
3 SHS TECHNE CORP P    
12 SHS TEXAS ROADHOUSE INC COM P    
18 SHS TECTRON INC P    
5 SHS THERMO FISHER SCIENTIFIC P    
3.125 SHS TIME INC P    
25 SHS TIME WARNER INC NEW P    
2 SHS TORO COMPANY P    
2 SHS TREEHOUSE FOODS INC P    
7 TUMI HOLDINGS INC P    
9 SHS TWENTY-FIRST CENTY CL A P    
28 SHS II-VI INC P    
7 SHS UNILEVER N V P    
16 SHS UNION PACIFIC CORP P    
1 SHS VALERO ENERGY CORP P    
94 SHS VERIZON COMMUNICATIONS COM P    
4 SHS VITAMIN SHOPPE INC P    
30 SHS VOCERA COMMUNICATIONS INC P    
33 SHS VOLCANO CORP P    
5 SHS WELLPOINT INC P    
12 SHS WEST PHARMACEUTICAL SVCS INC P    
7 SHS WESRTN DIGITAL CORP P    
32 SHS WHOLE FOODS MARKET INC P    
21 SHS WOLVERINE WORLD WIDE INC P    
24 SHS ENERGY XXI BERMUDDA LTD P    
37 SHS EATON CORP PLC P    
14 SHS ICON PLC P    
39 SHS WEATHERFORD INTERNATIONAL PLC P    
24 SHS NABORS INDUSTRIES LTD P    
4 SHS PENTAIR PLC P    
1 SHS PENTAIR LTD P    
18 SHS TYCO INTERNATIONAL LTD SHS P    
6 SHS CHECK POINT SOFTWARE TECH LTD P    
29 SHS ASML HOLDING NV NY REGISTRY SHS NEW 2012 P    
12 SHS AT&T INC P    
6 SHS AMERIPRISE FINANCIAL INC P    
19 SHS APPLE INC P    
11 SHS BHP BILLITON LTD SPON ADR P    
2 SHS BOEING CO P    
8 SHS BRITISH AMERN TOB PLC SPON ADR P    
23 SHS CANADIAN NATL RY CO P    
28 CANADIAN NATURAL RESOURCES LTD P    
13 CANDIAN PACIFIC RAILWAY LTD P    
4 SHS CHEVRON CORPORATION P    
25 SHS COMCAST CORP NEW CL A P    
17 SHS GAP INC P    
17 SHS HOLOGIC INC P    
19 SHS HOME DEPOT INC P    
12 SHS LENNAR CORPORATION CLASS A P    
38 SHS PFIZER INCORPORATED P    
19 SHS POTASH CORP OF SASKATCHEWAN INC P    
2 SHS PRECISION CASTPARTS CORP P    
15 SHS RIO TINTO PLC SPONSORED ADR P    
15 SHS SCHLUMBERGER LTD P    
8 SHS STARBUCKS CORP P    
3 SHS STATE STR CORP P    
31 SHS SUNCOR ENERGY INC NEW P    
13 SHS TEREX CORPORATION NEW P    
8 SHS TRAVELERS COS INC P    
45 SHS UNILEVER N V P    
19 SHS VALERO ENERGY CORP NEW P    
7 SHS ENSCO PLC CLASS A P    
53 SHS WEATHERFORD INTERNATIONAL PLC P    
35 SHS NABORS INDUSTRIES LTD P    
52 SHS TE CONNECTIVITY LTD P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 54,441   52,936 1,505
b 82,326     82,326
c 73   71 2
d 379   339 40
e 172   211 -39
102   126 -24
541   531 10
126   134 -8
573   318 255
575   690 -115
74   66 8
412   369 43
1,585   2,547 -962
92   95 -3
2,457   2,745 -288
415   457 -42
76   70 6
101   214 -113
255   238 17
923   663 260
64   83 -19
498   515 -17
119   176 -57
637   654 -17
123   92 31
1,491   1,258 233
151   175 -24
2,252   1,823 429
77   80 -3
565   560 5
168   161 7
1,187   1,142 45
1,761   2,250 -489
144   361 -217
400   374 26
1,856   1,370 486
107   130 -23
553   480 73
1,102   972 130
1,902   2,489 -587
83   80 3
310   318 -8
116   121 -5
114   173 -59
813   823 -10
1,859   2,906 -1,047
630   696 -66
198   232 -34
354   418 -64
511   429 82
99   85 14
1,619   1,627 -8
558   450 108
248   335 -87
97   144 -47
103   103 0
239   258 -19
91   111 -20
112   117 -5
110   127 -17
122   117 5
1,833   1,685 148
86   79 7
4,777   4,442 335
2,853   2,324 529
190   278 -88
398   465 -67
627   881 -254
89   79 10
170   147 23
102   109 -7
183   198 -15
72   68 4
637   646 -9
73   100 -27
208   154 54
928   1,083 -155
778   745 33
247   191 56
294   283 11
94   113 -19
95   93 2
403   326 77
116   126 -10
189   181 8
483   485 -2
70   96 -26
191   188 3
163   228 -65
911   853 58
1,028   911 117
114   110 4
342   234 108
761   653 108
44   53 -9
110   108 2
427   430 -3
421   469 -48
138   140 -2
97   125 -28
106   82 24
2,847   2,866 -19
73   71 2
407   461 -54
237   238 -1
2,495   1,885 610
1,208   1,252 -44
1,691   1,174 517
2,013   2,122 -109
165   186 -21
1,643   2,255 -612
211   189 22
2,543   2,876 -333
2,049   1,985 64
275   364 -89
297   271 26
627   602 25
1,191   452 739
126   134 -8
101   88 13
1,853   1,184 669
1,799   1,315 484
456   309 147
3,624   2,038 1,586
765   519 246
2,986   2,482 504
536   413 123
317   178 139
1,483   1,457 26
179   113 66
104   152 -48
174   151 23
112   107 5
2,087   857 1,230
87   74 13
2,796   1,634 1,162
116   108 8
1,347   788 559
841   505 336
371   179 192
1,212   840 372
754   360 394
371   285 86
411   314 97
902   603 299
619   351 268
543   361 182
190   134 56
2,818   2,605 213
115   57 58
178   229 -51
275   144 131
323   224 99
110   95 15
2,668   2,028 640
316   251 65
1,407   951 456
930   642 288
117   117 0
1,776   1,212 564
909   747 162
161   423 -262
897   476 421
272   177 95
707   574 133
1,891   1,962 -71
911   625 286
126   102 24
105   110 -5
403   268 135
662   557 105
166   139 27
550   269 281
4,003   2,420 1,583
408   305 103
220   321 -101
169   161 8
1,220   817 403
411   268 143
174   143 31
433   254 179
98   73 25
177   146 31
1,529   1,068 461
572   220 352
457   366 91
140   133 7
319   148 171
382   331 51
1,068   750 318
1,946   2,196 -250
868   504 364
3,010   2,053 957
103   66 37
579   573 6
3,387   3,664 -277
2,055   1,985 70
1,997   1,019 978
148   104 44
455   443 12
338   248 90
587   418 169
1,767   1,119 648
337   288 49
2,679   1,844 835
748   527 221
854   352 502
165   189 -24
633   466 167
97   69 28
3,311   2,229 1,082
539   508 31
1,005   425 580
625   701 -76
263   151 112
100   161 -61
361   298 63
224   298 -74
2,018   1,215 803
204   130 74
1,412   1,043 369
790   536 254
1,434   1,562 -128
191   143 48
183   105 78
741   984 -243
350   186 164
138   106 32
517   402 115
395   388 7
798   504 294
296   291 5
1,852   1,505 347
56   51 5
415   419 -4
189   154 35
157   192 -35
168   143 25
585   386 199
622   356 266
440   226 214
391   375 16
379   258 121
452   281 171
612   458 154
171   146 25
673   477 196
660   418 242
980   487 493
662   514 148
503   325 178
283   212 71
325   210 115
696   484 212
568   287 281
71   37 34
1,961   886 1,075
119   80 39
161   106 55
137   152 -15
301   270 31
415   503 -88
269   261 8
1,700   712 988
50   24 26
4,617   4,018 599
182   233 -51
375   449 -74
636   830 -194
601   389 212
493   325 168
643   230 413
1,190   1,407 -217
593   438 155
255   749 -494
2,710   2,088 622
678   369 309
624   692 -68
420   653 -233
266   148 118
78   36 42
785   437 348
436   347 89
2,787   1,896 891
409   454 -45
711   270 441
1,998   246 1,752
645   602 43
259   132 127
878   567 311
1,587   444 1,143
946   1,036 -90
2,634   784 1,850
461   338 123
1,357   449 908
634   253 381
379   276 103
1,763   517 1,246
511   191 320
1,132   663 469
640   880 -240
438   258 180
726   1,457 -731
1,391   1,071 320
578   211 367
214   131 83
1,050   1,437 -387
379   300 79
789   396 393
1,722   1,452 270
939   313 626
290   316 -26
848   920 -72
658   929 -271
3,163   922 2,241
19     19
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       1,505
b       82,326
c       2
d       40
e       -39
      -24
      10
      -8
      255
      -115
      8
      43
      -962
      -3
      -288
      -42
      6
      -113
      17
      260
      -19
      -17
      -57
      -17
      31
      233
      -24
      429
      -3
      5
      7
      45
      -489
      -217
      26
      486
      -23
      73
      130
      -587
      3
      -8
      -5
      -59
      -10
      -1,047
      -66
      -34
      -64
      82
      14
      -8
      108
      -87
      -47
      0
      -19
      -20
      -5
      -17
      5
      148
      7
      335
      529
      -88
      -67
      -254
      10
      23
      -7
      -15
      4
      -9
      -27
      54
      -155
      33
      56
      11
      -19
      2
      77
      -10
      8
      -2
      -26
      3
      -65
      58
      117
      4
      108
      108
      -9
      2
      -3
      -48
      -2
      -28
      24
      -19
      2
      -54
      -1
      610
      -44
      517
      -109
      -21
      -612
      22
      -333
      64
      -89
      26
      25
      739
      -8
      13
      669
      484
      147
      1,586
      246
      504
      123
      139
      26
      66
      -48
      23
      5
      1,230
      13
      1,162
      8
      559
      336
      192
      372
      394
      86
      97
      299
      268
      182
      56
      213
      58
      -51
      131
      99
      15
      640
      65
      456
      288
      0
      564
      162
      -262
      421
      95
      133
      -71
      286
      24
      -5
      135
      105
      27
      281
      1,583
      103
      -101
      8
      403
      143
      31
      179
      25
      31
      461
      352
      91
      7
      171
      51
      318
      -250
      364
      957
      37
      6
      -277
      70
      978
      44
      12
      90
      169
      648
      49
      835
      221
      502
      -24
      167
      28
      1,082
      31
      580
      -76
      112
      -61
      63
      -74
      803
      74
      369
      254
      -128
      48
      78
      -243
      164
      32
      115
      7
      294
      5
      347
      5
      -4
      35
      -35
      25
      199
      266
      214
      16
      121
      171
      154
      25
      196
      242
      493
      148
      178
      71
      115
      212
      281
      34
      1,075
      39
      55
      -15
      31
      -88
      8
      988
      26
      599
      -51
      -74
      -194
      212
      168
      413
      -217
      155
      -494
      622
      309
      -68
      -233
      118
      42
      348
      89
      891
      -45
      441
      1,752
      43
      127
      311
      1,143
      -90
      1,850
      123
      908
      381
      103
      1,246
      320
      469
      -240
      180
      -731
      320
      367
      83
      -387
      79
      393
      270
      626
      -26
      -72
      -271
      2,241
      19
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 2 128,461
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 136,684 1,196,381 0.114248
2012 112,040 1,182,031 0.094786
2011 63,575 1,278,523 0.049725
2010 72,136 1,276,969 0.056490
2009 58,505 1,081,384 0.054102
2 Total of line 1, column (d) ...................... 2 0.369351
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 0.073870
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,045,112
5 Multiply line 4 by line 3....................... 5 77,202
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,411
7 Add lines 5 and 6......................... 7 78,613
8 Enter qualifying distributions from Part XII, line 4.............. 8 394,400
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 1,411
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 1,411
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 1,411
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 837
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,437
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 26
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet26 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)
    bulletTX
    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 ofbulletJAMES K NEWMAN Telephone no.bullet (817) 566-0990
    Located atbullet700 EL PASEODENTONTX ZIP+4bullet76205
    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
    JAMES K NEWMAN PRES, SEC, TREAS, DIRECTOR
    1.00     		0 0 0
    700 EL PASEO
    DENTON,TX76205
    GLORIA A NEWMAN VP, DIRECTOR
    1.00     		0 0 0
    700 EL PASEO
    DENTON,TX76205
    MATTHEW L NEWMAN DIRECTOR
    0.00     		0 0 0
    700 EL PASEO
    DENTON,TX76205
    KATHERINE E NEWMAN DIRECTOR
    0.00     		0 0 0
    700 EL PASEO
    DENTON,TX76205
    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
    706,679
    b
    Average of monthly cash balances.......................
    1b
    201,315
    c
    Fair market value of all other assets (see instructions)................
    1c
    153,033
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,061,027
    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
    1,061,027
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,915
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,045,112
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    52,256
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    52,256
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,411
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,411
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,845
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    50,845
    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
    50,845
    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
    394,400
    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
    394,400
    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
    1,411
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    392,989
    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 50,845
    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....... 4,995
    b From 2010....... 8,671
    c From 2011.......  
    d From 2012....... 54,308
    e From 2013....... 78,187
    fTotal of lines 3a through e......... 146,161
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 394,400
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 50,845
    e Remaining amount distributed out of corpus 343,555
    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 5 489,716
    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) ...     		4,995
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		484,721
    10 Analysis of line 9:
    a Excess from 2010.... 8,671
    b Excess from 2011....  
    c Excess from 2012.... 54,308
    d Excess from 2013.... 78,187
    e Excess from 2014.... 343,555
    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).)
    JAMES K NEWMAN
    GLORIA A NEWMAN
    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
    ALZHEIMERS ASSOCIATION
    322 8TH AVE 7TH FLR
    NEW YORK,NY10001     		NONE PC PROGRAM SUPPORT 500
    AMERICAN CANCER SOCIETY
    2922 MARTIN LUTHER KING JR BLVD 128
    DALLAS,TX75215     		NONE PC PROGRAM SUPPORT 1,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75204     		NONE PC PROGRAM SUPPORT 1,000
    BAYLOR HEALTHCARE FOUNDATION
    3600 GASTON AVE STE 100
    DALLAS,TX75246     		NONE PC PROGRAM SUPPORT 10,000
    CHILDREN'S CANCER FUND
    2900 LIVE OAK ST
    DALLAS,TX75204     		NONE PC PROGRAM SUPPORT 1,000
    DENTON AFRICAN AMERICAN SCHOLARSHIP
    PO BOX 1217
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 2,500
    DENTON ANIMAL SHELTER FOUNDATION
    PO BOX 486
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 500
    DENTON BENEFIT LEAGUE
    PO BOX 725
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 10,000
    DENTON COMMUNITY HEALTH CLINIC
    525 S LOCUST ST SUITE 200
    DENTON,TX76201     		NONE PC PROGRAM SUPPORT 1,500
    DENTON FESTIVAL FOUNDATION INC
    PO BOX 725
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 500
    DENTON PUBLIC SCHOOL FOUNDATION
    1307 N LOCUST
    DENTON,TX76201     		NONE PC PROGRAM SUPPORT 500
    DOCTORS WITHOUT BORDERS
    PO BOX 725
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 1,500
    KERA
    3000 HARRY HINES BLVD
    DALLAS,TX75201     		NONE PC PROGRAM SUPPORT 10,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    8111 LBJ FREEWAY STE 425
    DALLAS,TX75251     		NONE PC PROGRAM SUPPORT 1,000
    MOUNTAIN RESCUE ASSOCIATION
    PO BOX 880868
    SAN DIEGO,CA92168     		NONE PC PROGRAM SUPPORT 500
    OUR DAILY BREAD
    PO BOX 2222
    GRAND RAPIDS,MI49501     		NONE PC PROGRAM SUPPORT 500
    SALVATION ARMY OF DENTON
    2801 N ELM STREET
    DENTON,TX76209     		NONE PC PROGRAM SUPPORT 500
    SMILE TRAIN
    41 MADISON AVE 28TH FLOOR
    NEW YORK,NY10010     		NONE PC PROGRAM SUPPORT 500
    SNOWMASS WILDCAT FIRE PROTECTION
    5275 OWL CREEK ROAD
    SNOWMASS VILLAGE,CO81615     		NONE PC PROGRAM SUPPORT 500
    THE ARTS GUILD
    200 PROT WASHINGTON BLVD
    MANHASSET,NY11030     		NONE PC PROGRAM SUPPORT 250
    UNITED WAY OF DENTON COUNTY
    1314 TEASLEY LANE
    DENTON,TX76205     		NONE PC PROGRAM SUPPORT 10,000
    UNIVERSITY OF NORTH TEXAS FOUNDATION
    801 NORTH TEXAS BLVD
    DENTON,TX76203     		NONE PC PROGRAM SUPPORT 302,500
    DENTON HI NOON LIONS CLUB
    PO BOX 435
    DENTON,TX76202     		NONE PC PROGRAM SUPPORT 50
    DENTON PARKS FOUNDATION
    601 E HICKORY ST
    DENTON,TX76201     		NONE PC PROGRAM SUPPORT 500
    GREEN ACRES HOLDINGS INC
    8726 JAMAICA AVE
    WOODHAVEN,NY11421     		NONE PC PROGRAM SUPPORT 10,000
    MOMENTOUS INSTITUTE (FKA SALESMANSHIP CLUB YOUTH AND FAMILY CENTERS INC)
    106 E TENTH STREET
    DALLAS,TX75203     		NONE PC PROGRAM SUPPORT 25,000
    Total .................................bullet 3a 392,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 24,799  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -1,587  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 1,672  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 128,461  
    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).. 0 153,345 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13153,345
    (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:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,200 1,600   1,600

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAY BANK 7.75% 50,000 51,860
    BANK OF AMER 6.625% PREFERRED 50,472 51,134
    JP MORGAN 6.7% PREFERRED 52,140 52,840

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SECURITIES ACCOUNT #6654-5078 327,893 383,282
    INDEPENDENT BANKERS ASSOCIATION 25,000 25,000
    ACCESS 1ST CAPITAL BANK STOCK 50,000 50,000
    ARCH CAPITAL GROUP 6.75% PREFERRED 25,000 26,970
    KKR FINANCIAL 7.5% PREFERRED 0 0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL LYNCH 7% CUM PERP AT COST 52,070 51,060
    PHOENIX 2010 PARTNERS, LP AT COST 63,107 79,788
    PCP - WYNNEWOOD, LP AT COST 3,283 20,435
    PCP - THREE FOUNTAINS, LP AT COST 2,072 9,072
    QWEST CORP 7% PREFERRED AT COST 52,140 51,900
    BROOKFIELD INFRASTRUCTURE PARTNERS AT COST 2 2

    TY 2014 OtherExpensesSchedule
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHOENIX K-1 - PARTNERSHIP ADMINISTRATION 3,519 3,519   0
    BROOKFIELD K-1 - OTHER DEDUCTIONS 1 1   0
    PCP - WYNNEWOOD K-1 - ASSET MANAGEMENT FEE 684 684   0
    PCP - WYNNEWOOD K-1 - FILING FEE 3 3   0
    PCP - WYNNEWOOD K-1 - REGISTERED AGENT FEES 1 1   0
    PCP - THREE FOUNTAINS, LP - ASSET MANAGEMENT FEES 253 253   0
    PCP - THREE FOUNTAINS, LP - FILING FEE 4 4   0
    PCP - THREE FOUNTAINS, LP - REGISTERED AGENT FEES 2 2   0
    PCP - THREE FOUNTAINS, LP - REAL ESTATE LOSS 1,633 1,633   0


    TY 2014 OtherIncomeSchedule2
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PHOENIX K-1 - ROYALTY INCOME 886 886 886
    PHOENIX K-1 - ROYALTY EXPENSE -265 -265 -265
    PHOENIX K-1 - ORDINARY INCOME 391 391 391
    OTHER INCOME 660 660 660


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 6,778 6,778   0


    TY 2014 TaxesSchedule
    Name:
    NEWMAN FOUNDATION
    EIN: 75-2680607
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID - WF #5078 289 289   0
    EXCISE TAXES 700 0   0