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
DEUPREE FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 292   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLLINSVILLE, CT06022
A Employer identification number

31-1746946
B Telephone number (see instructions)

(860) 738-7869
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$7,529,201
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 4,024
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 3,848 3,848  
4 Dividends and interest from securities...... 240,707 240,707  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,321,951
b Gross sales price for all assets on line 6a 4,773,151
7 Capital gain net income (from Part IV, line 2)... 1,380,684
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........ 1,570,530 1,625,239  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,590 4,590    
c Other professional fees (attach schedule).... 43,740 43,740    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25,412 1,344    
19 Depreciation (attach schedule) and depletion... 2,515    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,565 9,565    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61 61    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,883 59,300   0
25 Contributions, gifts, grants paid........ 266,750 266,750
26 Total expenses and disbursements. Add lines 24 and 25 352,633 59,300   266,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,217,897
b Net investment income (if negative, enter -0-) 1,565,939
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.......... 70,856 137,149 137,149
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,388,237 Click to see attachment6,103,607 6,962,579
c Investments—corporate bonds (attach schedule)........   Click to see attachment434,725 429,473
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet4,024
Less: accumulated depreciation (attach schedule) bullet2,515   1,509  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,459,093 6,676,990 7,529,201
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
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 5,459,093 6,676,990
30 Total net assets or fund balances (see instructions)...... 5,459,093 6,676,990
31 Total liabilities and net assets/fund balances (see instructions).. 5,459,093 6,676,990
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 5,459,093
2 Enter amount from Part I, line 27a..................... 2 1,217,897
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,676,990
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,676,990
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 HALYARD HEALTH - CASH IN LIEU P   2014-11-12
b GLAXOSMITHKLINE P 2008-06-19 2014-08-04
c ONEOK P 2010-12-06 2014-08-22
d REALTY INCM CRP P 2008-04-25 2014-09-08
e ALTRIA P 2008-04-25 2014-12-17
CULLEN FIRST PV P 2013-08-22 2014-12-08
NOVARTIS P 2009-02-04 2014-12-08
WISCONSIN ENERGY P 2013-11-18 2014-12-08
PHILIP MORRIS P 2008-03-10 2015-01-23
MCDONALDS P 2008-10-02 2015-06-25
LAM RESEARCH CORP P 2014-12-24 2015-01-15
EXELIS P 2014-12-24 2015-02-24
US TSY NOTE P 2014-01-15 2015-02-24
ALTISOURCE P 2014-12-24 2015-03-16
BABCOCK & WILCOX P 2015-01-07 2015-03-16
CLEAN HARBORS P 2015-01-26 2015-03-16
DIGITALGLOBE NEW P 2014-12-24 2015-03-16
FEI COMPANY P 2014-12-24 2015-03-16
GLOBAL CASH ACCESS P 2014-12-24 2015-03-16
IAC INTERACTIVECORP P 2014-12-24 2015-03-16
K12 INC P 2014-12-24 2015-03-16
MFA FINANCIAL P 2014-12-24 2015-03-16
NORDSON P 2014-12-24 2015-03-16
REMY INTL P 2014-12-24 2015-03-16
STEVEN MADDEN P 2015-02-18 2015-03-16
TUTOR PERINI P 2015-03-04 2015-03-16
VERINT SYS P 2014-12-24 2015-03-16
WUXI PHARMATECH P 2014-12-24 2015-03-16
CDK GLOBAL - CASH IN LIEU P   2014-10-10
GLAXOSMITHKLINE P 2008-10-02 2014-08-04
PAYCHEX P 2013-08-02 2014-08-22
CDK GLOBAL P 2008-03-10 2014-11-03
ABBVIE P 2007-03-02 2014-12-08
CULLEN FIRST PV P 2013-08-22 2014-12-17
NEXTERA P 2008-10-10 2014-12-08
HERSHEY CO P 2014-09-08 2014-12-08
US BANCORP P 2013-02-20 2015-01-23
PIMCO COMMODITIES STRAT P 2014-12-17 2015-01-06
PHARMERICA P 2014-12-24 2015-01-22
FIDELITY NATIONAL FINANCIAL P 2014-12-24 2015-02-23
US TSY NOTE P 2014-12-24 2015-02-05
AMDOCS P 2014-12-24 2015-03-16
BABCOCK & WILCOX P 2015-01-30 2015-03-16
CLEAN HARBORS P 2015-02-04 2015-03-16
DILLARDS INC P 2014-12-24 2015-03-16
FIDELITY NATIONAL FINANCIAL P 2014-12-24 2015-03-16
GLOBAL CASH ACCESS P 2014-12-24 2015-03-16
ICON P 2014-12-24 2015-03-16
KAPSTONE PAPER AND PKG P 2014-12-24 2015-03-16
MFA FINANCIAL P 2015-01-21 2015-03-16
NORTHWESTERN CORP P 2014-12-24 2015-03-16
RENT-A-CTR P 2014-12-24 2015-03-16
STEVEN MADDEN P 2015-02-19 2015-03-16
UNITED THERAPEUTICS P 2014-12-24 2015-03-16
VONAGE HOLDINGS P 2014-12-24 2015-03-16
WUXI PHARMATECH P 2015-03-10 2015-03-16
ALTRIA P 2008-04-09 2014-08-22
GLAXOSMITHKLINE P 2010-08-12 2014-08-04
PHILIP MORRIS P 2007-05-22 2014-08-22
CDK GLOBAL P 2013-03-15 2014-11-03
ANALOG DEVICES P 2012-03-19 2014-12-08
EMERSON ELEC P 2007-03-02 2014-12-08
ONEOK P 2010-12-06 2014-12-08
JP MORGAN CHASE P 2014-11-03 2014-12-08
US BANCORP P 2013-08-22 2015-01-20
PIMCO INTL STOCKPLUS P 2014-12-17 2015-01-06
TENET HEALTHCARE P 2014-12-24 2015-01-06
FIRST REPUBLIC P 2014-12-24 2015-02-23
WESTAR ENERGY P 2014-12-24 2015-02-04
AMERICAN HONDA P 2015-01-02 2015-03-03
BE AEROSPACE P 2014-12-24 2015-03-16
CMS ENERGY P 2014-12-24 2015-03-16
DIRECTV HOLDINGS P 2014-12-24 2015-03-16
FIDELITY NATIONAL FINANCIAL P 2014-12-24 2015-03-16
GLOBAL PAYMENT IN P 2014-12-24 2015-03-16
IDACORP P 2014-12-24 2015-03-16
KERYX BIOPHARMACEUTICALS P 2014-12-24 2015-03-16
MFA FINANCIAL P 2015-02-05 2015-03-16
OCWEN FINANCIAL P 2014-12-24 2015-03-16
RENT-A-CTR P 2015-02-04 2015-03-16
STEWART INFORMATION P 2014-12-24 2015-03-16
UNIVERSAL HEALTH SERVICES P 2014-12-24 2015-03-16
VWR CORP P 2015-01-27 2015-03-16
XL GROUP P 2014-12-24 2015-03-10
ABBVIE P 2007-03-02 2014-08-22
GENERAL ELECTRIC P 2012-07-27 2014-08-22
PROCTER & GAMBLE P 2001-03-27 2014-08-22
HCP INC P 2008-11-18 2014-11-03
ANALOG DEVICES P 2012-05-10 2014-12-08
EMERSON ELEC P 2009-03-04 2014-12-08
ONEOK P 2010-12-06 2014-12-17
LYONDELL BASELL P 2014-01-09 2014-12-08
BAXTER P 2012-08-16 2015-02-20
PIMCO SMALL CAP STOCKS P 2014-12-17 2015-01-06
TERADYNE P 2014-12-24 2015-01-14
FIRST REPUBLIC P 2014-12-24 2015-02-23
WILLIS GROUP P 2014-12-24 2015-02-11
AMERICAN PUBLIC EDUCATION P 2014-12-24 2015-03-16
BITAUTO HLDGS P 2014-12-24 2015-03-16
COMMUNITY HLTH P 2014-12-24 2015-03-16
DOLBY P 2014-12-24 2015-03-16
FIDELITY NATIONAL FINANCIAL P 2014-12-24 2015-03-16
GOLDMAN SACHS P 2014-12-29 2015-03-16
IDACORP P 2015-02-11 2015-03-16
KULICKE & SOFFA P 2014-12-24 2015-03-16
MOMENTA PHARM P 2014-12-24 2015-03-16
OLD DOMINION FREIGHT P 2014-12-24 2015-03-16
ROBERT HALF P 2014-12-24 2015-03-16
SYNOPSYS P 2015-01-28 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-16
WABTEC P 2014-12-24 2015-03-16
YELP INC P 2014-12-24 2015-03-10
ANALOG DEVICES P 2012-03-19 2014-08-22
HEALTH CARE REIT P 2008-11-18 2014-08-22
QUALCOMM P 2013-05-07 2014-08-22
HCP INC P 2009-02-04 2014-11-03
APPLE P 2013-07-03 2014-12-08
GALLAGHER ARTHUR P 2012-08-16 2014-12-08
PAYCHEX P 2013-08-02 2014-12-08
MARSH & MCLENNAN P 2014-06-19 2014-12-08
BAXTER P 2014-02-26 2015-02-20
PIMCO FUNDAMENTAL P 2014-12-17 2015-01-06
TREEHOUSE FOODS P 2014-12-24 2015-01-23
HOME LOAN SERVICING P 2015-01-14 2015-02-23
ABERCROMBIE & FITCH P 2014-12-24 2015-03-16
AMERICAN WATER WORKS P 2014-12-24 2015-03-16
BRUKER CORP P 2014-12-24 2015-03-16
COMPUTER SCIENCES P 2014-12-24 2015-03-16
DST SYSTEMS P 2014-12-24 2015-03-16
FIREEYE INC P 2014-12-24 2015-03-16
GREEN DOT P 2015-02-03 2015-03-16
IDACORP P 2015-02-13 2015-03-16
LABORATORY CP AMER P 2014-12-24 2015-03-16
NABORS INDS P 2014-12-24 2015-03-16
PBF ENERGY P 2014-12-24 2015-03-16
ROVI CORPORATION P 2014-12-24 2015-03-16
SYNOPSYS P 2015-02-19 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-09
WELLCARE HEALTH PLANS P 2014-12-24 2015-03-16
YY INC ADS P 2014-12-24 2015-03-16
APPLE P 2013-07-03 2014-08-22
INTEL CORP P 2011-09-16 2014-08-22
US BANCORP P 2013-02-20 2014-08-22
HCP INC P 2009-02-04 2014-11-19
APPLE P 2013-07-03 2014-12-17
GENERAL ELECTRIC P 2012-07-27 2014-12-08
PHILIP MORRIS P 2007-05-22 2014-12-08
MAXIM INTEGRATED P 2014-06-06 2014-12-08
LOCKHEED MARTN P 2013-08-02 2015-02-25
ISHARES 20+ YEAR TREASURY P 2014-12-17 2015-03-31
UNITED RENTALS P 2014-12-24 2015-01-13
IDACORP P 2014-12-24 2015-02-02
ADT CORP P 2014-12-24 2015-03-16
AMERICAN WATER WORKS P 2014-12-30 2015-03-16
BRUKER CORP P 2014-12-30 2015-03-16
COMPUTER SCIENCES P 2015-02-10 2015-03-16
ECHOSTAR CORP P 2014-12-24 2015-03-16
FIRST REPUBLIC P 2014-12-24 2015-03-16
GREEN DOT P 2015-02-27 2015-03-16
IMAX CORP P 2014-12-24 2015-03-16
LIFELOCK P 2014-12-24 2015-03-16
NATIONAL CINEMEDIA P 2014-12-24 2015-03-16
PEABODY ENERGY P 2014-12-24 2015-03-10
ROVI CORPORATION P 2014-12-24 2015-03-16
TABLEAU SOFTWARE P 2014-12-24 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-17
WESTAR ENERGY P 2014-12-24 2015-03-16
ZULILY INC P 2014-12-24 2015-03-10
BLACKROCK P 2011-09-21 2014-08-22
JOHNSON & JOHNSON P 2012-06-25 2014-08-22
VENTAS P 2013-05-15 2014-08-22
HCP INC P 2013-03-15 2014-11-19
AUTOMATIC DATA PROC P 2008-03-10 2014-12-08
GENUINEC PARTS P 2008-10-31 2014-12-08
PHILIP MORRIS P 2007-10-22 2014-12-08
PEPSICO P 2014-06-19 2014-12-08
LOCKHEED MARTN P 2013-08-22 2015-02-25
ISHARES 10-20 YEAR TREASURY P 2014-12-17 2015-03-31
VONAGE HOLDINGS P 2014-12-24 2015-01-16
NORTHWESTERN CORP P 2014-12-24 2015-02-03
ADVENT SOFTWARE P 2014-12-24 2015-03-16
ANIKA THERAPEUTICS P 2014-12-24 2015-03-16
CARRIZO OIL & GAS P 2014-12-24 2015-03-16
CONSUL AZIOM TND P 2014-12-24 2015-03-30
ENANTA PHARM P 2014-12-24 2015-03-16
FIRST REPUBLIC P 2014-12-24 2015-03-16
H&R BLOCK P 2014-12-24 2015-03-16
INFORMATICA P 2014-12-24 2015-03-16
MKS INSTRUMENTS P 2014-12-24 2015-03-16
NATIONSTAR MORTGAGE P 2015-01-23 2015-03-16
PETSMART P 2014-12-24 2015-03-12
ROVI CORPORATION P 2014-12-24 2015-03-16
TANDEM DIABETES CARE P 2014-12-24 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-05
WHITE MTN GROUP P 2014-12-24 2015-03-16
DIAGEO CAP PLC P 2014-12-29 2015-04-23
BCE P 2011-02-11 2014-08-22
KRAFT FOODS P 2012-12-12 2014-08-22
WILLIAMS COS P 2012-02-03 2014-08-22
HALYARD HEALTH P 2009-04-22 2014-11-19
AUTOMATIC DATA PROC P 2013-03-15 2014-12-08
HEALTH CARE REIT P 2008-11-18 2014-12-08
PROCTER & GAMBLE P 2001-03-27 2014-12-08
3M P 2014-02-11 2014-12-08
KRAFT FOODS P 2012-12-12 2015-04-09
ISHARES -7 YEAR TREASURY P 2014-12-17 2015-03-31
AMERICAN PUBLIC EDUCATION P 2014-12-24 2015-02-04
ROVI CORPORATION P 2014-12-24 2015-02-27
AGIOS PHARM P 2015-03-10 2015-03-16
APOLLO GROUP P 2014-12-24 2015-03-16
CBRE GROUP P 2014-12-24 2015-03-16
CONSTELLIUM HOLD P 2014-12-24 2015-03-16
ENSTAR GROUP P 2014-12-24 2015-03-16
FIRST REPUBLIC P 2014-12-24 2015-03-16
HAIN CELESTIAL P 2015-01-06 2015-03-16
INFORMATICA P 2015-03-10 2015-03-16
MKS INSTRUMENTS P 2015-02-04 2015-03-16
NELNET INC P 2015-03-06 2015-03-16
PHARMERICA CORP P 2014-12-24 2015-03-03
RPX CORP P 2014-12-24 2015-03-16
TIVO INC P 2014-12-24 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-16
WHITING PETROLEUM P 2014-12-24 2015-03-16
NEWFIELD EXPL P 2014-12-29 2015-04-10
BAXTER P 2012-08-16 2014-08-22
KIMBERLY CLARK P 2009-04-22 2014-08-22
CULLEN FIRST PV P 2013-08-22 2014-08-04
HALYARD HEALTH P 2009-08-12 2014-11-19
BLACKROCK P 2011-09-21 2014-12-08
JOHNSON & JOHNSON P 2012-06-25 2014-12-08
QUALCOMM P 2013-05-07 2014-12-08
GENUINEC PARTS P 2008-10-31 2015-01-12
KRAFT FOODS P 2013-03-15 2015-04-09
RENT-A-CTR P 2014-12-24 2014-12-31
CIRRUS LOGIC P 2014-12-24 2015-02-02
SILICON IMAGE P 2014-12-24 2015-02-02
AKORN INC P 2014-12-24 2015-03-16
ARRIS GROUP P 2014-12-24 2015-03-16
CDW CORP P 2014-12-24 2015-03-16
COPA HOLDINGS P 2014-12-24 2015-03-16
ENTEGRIS P 2014-12-24 2015-03-16
FNMA P 2014-12-24 2015-03-16
HANOVER INSURANCE P 2014-12-24 2015-03-16
INSULET CORP P 2014-12-24 2015-03-16
MANHATTAN ASSOC P 2014-12-24 2015-03-16
NELNET INC P 2015-03-09 2015-03-16
PHARMERICA CORP P 2014-12-24 2015-03-16
RPX CORP P 2015-01-07 2015-03-16
TIVO INC P 2015-01-13 2015-03-16
US TSY NOTE P 2014-12-26 2015-03-03
WILLIAMS SONOMA P 2014-12-24 2015-03-16
US BANCORP P 2014-12-29 2015-04-16
CHEVRON P 2012-05-10 2014-08-22
LOCKHEED MARTN P 2013-08-02 2014-08-22
GLAXOSMITHKLINE P 2014-04-16 2014-08-04
HALYARD HEALTH P 2013-09-13 2014-11-19
BLACKROCK P 2012-07-09 2014-12-08
KRAFT FOODS P 2012-12-12 2014-12-08
SPECTRA ENERGY P 2013-09-13 2014-12-08
JOHNSON & JOHNSON P 2012-06-25 2015-01-23
PHILIP MORRIS P 2008-03-10 2015-04-09
WELLCARE HEALTH PLANS P 2014-12-24 2014-12-30
COPA HOLDINGS P 2014-12-24 2015-02-23
SILICON IMAGE P 2014-12-24 2015-02-13
ALBEMARLE P 2014-12-24 2015-03-10
ASCENA RETAIL P 2014-12-24 2015-03-16
CENTENE CORP P 2014-12-24 2015-03-16
COPA HOLDINGS P 2015-01-07 2015-03-16
ENTROPIC COMM P 2014-12-24 2015-03-12
FOOT LOCKER P 2014-12-24 2015-03-16
HCC INSURANCE P 2014-12-24 2015-03-16
INTERACTIVE BROKERS P 2014-12-24 2015-03-16
MARKEL CORP P 2014-12-24 2015-03-16
NETSCOUT P 2014-12-24 2015-03-16
POLARIS INDUSTRIES P 2014-12-24 2015-03-16
SCHOLASTIC CP P 2014-12-24 2015-03-16
TOTAL SYSTEM SVCS P 2014-12-24 2015-03-16
US TSY NOTE P 2015-03-03 2015-03-16
WILLIAMS SONOMA P 2015-03-10 2015-03-16
US TSY NOTE P 2015-03-16 2015-05-05
CISCO P 2012-12-12 2014-08-22
MERCK P 2011-12-15 2014-08-22
LYONDELL BASELL P 2014-01-09 2014-08-22
INTEL CORP P 2011-09-16 2014-11-03
BCE P 2011-02-11 2014-12-08
KIMBERLY CLARK P 2009-04-22 2014-12-08
TUPPERWARE P 2013-02-20 2014-12-08
JOHNSON & JOHNSON P 2012-07-27 2015-01-23
PROCTER & GAMBLE P 2001-03-27 2015-04-28
ACACIA RESEARCH P 2014-12-24 2015-01-05
DIGITALGLOBE P 2014-12-24 2015-02-27
SILICON IMAGE P 2014-12-24 2015-02-18
ALIGN TECH P 2014-12-24 2015-03-16
ASSURED GUARANTY P 2014-12-24 2015-03-16
CHILDREN'S PLACE P 2014-12-24 2015-03-16
CORE LABORATORIES P 2014-12-24 2015-03-16
EXELIS P 2014-12-24 2015-03-16
FTI CONSULTING P 2014-12-24 2015-03-16
HD SUPPLY P 2014-12-24 2015-03-16
IRON MTN INC P 2014-12-24 2015-03-16
MARKETAXESS HOLDINGS P 2014-12-24 2015-03-16
NEUSTAR P 2014-12-24 2015-03-16
PORTLAND GENERAL ELEC P 2015-02-25 2015-03-16
SCRIPPS EW P 2014-12-24 2015-03-16
TOTAL SYSTEM SVCS P 2014-12-24 2015-03-16
VALMONT INDUSTRIES P 2014-12-24 2015-03-16
WILLIS GROUP P 2014-12-24 2015-03-16
CISCO SYSTEMS P 2014-12-29 2015-06-08
COCA COLA P 2008-04-09 2014-08-22
MCDONALDS P 2007-10-04 2014-08-22
SPECTRA ENERGY P 2013-09-13 2014-08-22
INTEL CORP P 2012-10-02 2014-11-03
BAXTER P 2012-08-16 2014-12-08
LOCKHEED MARTN P 2013-08-02 2014-12-08
TUPPERWARE P 2013-02-20 2014-12-17
MCDONALDS P 2007-10-04 2015-01-23
HERSHEY CO P 2014-09-08 2015-04-28
BANK OF NEW YORK P 2014-12-29 2015-01-06
ENERGY XXI LTD P 2014-12-24 2015-02-19
SILICON IMAGE P 2014-12-24 2015-02-18
ALLEGHANNY P 2014-12-24 2015-03-16
AUTOLIV P 2014-12-24 2015-03-16
CHURCHILL DOWNS P 2014-12-24 2015-03-03
COVANTA HOLDING CORP P 2014-12-24 2015-03-16
EXPEDIA INC P 2014-12-24 2015-03-16
GAMING & LEISURE P 2014-12-24 2015-03-16
HD SUPPLY P 2015-03-10 2015-03-16
IRON MTN INC P 2015-02-20 2015-03-16
MEDIDATA SOLUTIONS P 2015-02-05 2015-03-16
NEUSTAR P 2014-12-24 2015-03-16
PORTLAND GENERAL ELEC P 2015-03-02 2015-03-16
SIGNET JEWELLERS P 2014-12-24 2015-03-10
TOWERS WATSON P 2014-12-24 2015-03-16
VANTIV INC P 2015-01-13 2015-03-16
WORLD FUEL SVCS P 2014-12-24 2015-03-16
US TSY NOTE P 2015-03-16 2015-06-02
CULLEN FIRST PV P 2013-07-03 2014-08-04
MICROSOFT P 2013-01-17 2014-08-22
3M P 2014-02-11 2014-08-22
INTEL CORP P 2013-06-07 2014-11-03
CHEVRON P 2012-05-10 2014-12-08
MERCK P 2011-12-15 2014-12-08
US BANCORP P 2013-02-20 2014-12-08
MCDONALDS P 2008-10-02 2015-01-23
HERSHEY CO P 2014-11-03 2015-04-28
CHILDREN'S PLACE P 2014-12-24 2015-01-13
ENTROPIC COMM P 2014-12-24 2015-02-23
TREEHOUSE FOODS P 2014-12-24 2015-02-05
ALLIANT ENERGY P 2014-12-24 2015-03-16
AVG TECHNOLOGIES P 2014-12-24 2015-03-16
CIENA CORP P 2014-12-24 2015-03-16
DECKER OUTDOOR CORP P 2014-12-24 2015-03-16
EXPRESS INC P 2014-12-24 2015-03-16
GARTNER INC P 2014-12-24 2015-03-16
HEARTLAND PAYMENT SYS P 2014-12-24 2015-03-16
IRON MTN INC P 2015-02-23 2015-03-16
MEDIVATION P 2014-12-24 2015-03-16
NEW SR INVT GROUP P 2014-12-24 2015-03-16
POWER INTEGRATIONS P 2014-12-24 2015-03-16
SIGNET JEWELLERS P 2014-12-24 2015-03-16
TREEHOUSE FOODS P 2014-12-24 2015-03-16
VANTIV INC P 2015-01-27 2015-03-16
WORLD WRESTLING ETMT P 2014-12-24 2015-03-05
EMERSON ELEC P 2007-03-02 2014-08-22
NOVARTIS P 2009-02-04 2014-08-22
WISCONSIN ENERGY P 2013-11-18 2014-08-22
ALTRIA P 2008-04-09 2014-12-08
CISCO P 2012-12-12 2014-12-08
MCDONALDS P 2007-10-04 2014-12-08
VENTAS P 2013-05-15 2014-12-08
ONEOK P 2010-12-06 2015-01-12
COCA COLA P 2008-04-09 2015-06-25
CIRRUS LOGIC P 2014-12-24 2015-01-26
EXELIS P 2014-12-24 2015-02-09
US TSY NOTE P 2014-12-24 2015-02-09
ALLIANT ENERGY P 2015-02-06 2015-03-16
AVIS BUDGET P 2015-03-10 2015-03-16
CIT GROUP P 2014-12-24 2015-03-16
DELEK US HOLDINGS P 2014-12-24 2015-03-16
EXPRESS INC P 2014-12-24 2015-03-16
GENCORP INC P 2014-12-24 2015-03-16
HELIX ENERGY P 2014-12-24 2015-03-16
ISIS PHARM P 2014-12-24 2015-03-16
MEDNAX P 2014-12-24 2015-03-16
NEWCASTLE INV P 2014-12-24 2015-03-16
PROTO LABS P 2014-12-24 2015-03-16
SILGAN HLDGS P 2014-12-24 2015-03-16
TREEHOUSE FOODS P 2015-02-12 2015-03-16
VERA BRADLEY P 2015-01-12 2015-03-16
WORLD WRESTLING ETMT P 2014-12-24 2015-03-16
GALLAGHER ARTHUR P 2012-08-16 2014-08-22
NEXTERA P 2008-10-10 2014-08-22
APPLE P 2013-07-03 2014-09-08
ALTRIA P 2008-04-25 2014-12-08
COCA COLA P 2008-04-09 2014-12-08
MICROSOFT P 2013-01-17 2014-12-08
WILLIAMS COS P 2012-02-03 2014-12-08
PHILIP MORRIS P 2007-10-22 2015-01-23
COCA COLA P 2012-06-25 2015-06-25
FNMA P 2014-12-24 2015-01-14
EXELIS P 2014-12-24 2015-02-09
US TSY NOTE P 2014-12-24 2015-02-05
ALLIANT ENERGY P 2015-02-13 2015-03-16
BABCOCK & WILCOX P 2014-12-24 2015-03-16
CIT GROUP P 2015-02-18 2015-03-16
DEXCOM INC P 2014-12-24 2015-03-16
F5 NETWORKS P 2014-12-24 2015-03-16
GENTEX CORP P 2014-12-24 2015-03-16
HELIX ENERGY P 2015-02-24 2015-03-16
JAZZ PHARM P 2014-12-24 2015-03-16
MERCADOLIBRE P 2015-02-02 2015-03-16
NEWPARK RES P 2014-12-24 2015-03-16
RADIAN GROUP P 2014-12-24 2015-03-16
SPLUNK INC P 2014-12-24 2015-03-16
TUTOR PERINI P 2015-01-21 2015-03-16
VERA BRADLEY P 2015-03-04 2015-03-16
WORLD WRESTLING ETMT P 2014-12-24 2015-03-16
(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 10     10
b 25,900   23,469 2,431
c 3,379   1,165 2,214
d 61,664   36,430 25,234
e 31,714   13,874 17,840
16,368   16,573 -205
65,184   28,518 36,666
41,865   35,211 6,654
7,048   4,427 2,621
45,179   29,580 15,599
464   488 -24
267   196 71
4,070   4,099 -29
401   836 -435
60   58 2
282   243 39
1,390   1,230 160
926   1,113 -187
1,129   927 202
2,163   1,994 169
858   629 229
2,347   2,413 -66
1,223   1,275 -52
135   115 20
400   384 16
197   207 -10
960   948 12
207   221 -14
17     17
50,832   45,478 5,354
2,936   2,824 112
2,639   1,180 1,459
69,556   27,622 41,934
40,956   45,577 -4,621
48,960   17,529 31,431
35,999   33,133 2,866
69,460   57,592 11,868
1,662   1,662  
263   229 34
225   216 9
2,067   2,010 57
1,615   1,471 144
418   379 39
225   197 28
1,058   976 82
184   180 4
229   194 35
1,237   945 292
1,388   1,294 94
134   132 2
1,357   1,466 -109
970   1,275 -305
109   105 4
869   653 216
1,303   1,113 190
1,628   1,541 87
3,403   1,694 1,709
33,162   25,519 7,643
3,399   1,996 1,403
10,689   7,842 2,847
30,590   21,593 8,997
16,826   11,181 5,645
39,142   17,474 21,668
1,245   1,218 27
17,211   15,671 1,540
2,558   2,558  
1,032   1,102 -70
280   262 18
384   373 11
7,023   7,041 -18
918   883 35
1,881   1,958 -77
4,000   4,000  
1,296   1,258 38
1,808   1,649 159
739   808 -69
619   659 -40
276   274 2
822   1,409 -587
139   154 -15
1,583   1,487 96
2,548   2,460 88
473   463 10
1,537   1,479 58
4,365   2,232 2,133
4,197   3,326 871
3,331   222 3,109
18,538   8,527 10,011
23,157   15,013 8,144
38,829   15,350 23,479
50,467   25,395 25,072
35,747   36,207 -460
59,674   52,538 7,136
4,000   4,000  
437   488 -51
56   52 4
430   409 21
932   1,050 -118
741   1,177 -436
454   499 -45
990   1,102 -112
545   433 112
7,045   6,967 78
185   189 -4
913   822 91
358   275 83
1,981   1,988 -7
2,683   2,601 82
510   481 29
9,000   9,000  
2,381   2,215 166
631   744 -113
3,140   2,422 718
3,318   1,635 1,683
3,846   3,202 644
30,751   16,746 14,005
25,055   13,232 11,823
41,455   30,265 11,190
42,123   35,907 6,216
21,582   19,218 2,364
73,159   75,288 -2,129
4,000   4,000  
363   350 13
660   492 168
511   705 -194
1,430   1,454 -24
1,021   1,036 -15
742   711 31
1,377   1,256 121
966   954 12
558   480 78
308   308  
1,376   1,186 190
682   717 -35
1,458   1,250 208
600   645 -45
232   232  
1,947   1,934 13
923   828 95
876   1,116 -240
4,020   2,406 1,614
2,101   1,325 776
4,205   3,398 807
27,225   14,846 12,379
55,658   31,276 24,382
60,605   48,649 11,956
37,637   21,704 15,933
27,640   31,152 -3,512
44,103   26,413 17,690
43,735   42,350 1,385
1,881   2,319 -438
204   202 2
1,622   1,490 132
106   109 -3
193   199 -6
337   300 37
1,388   1,416 -28
1,553   1,415 138
476   458 18
987   979 8
371   479 -108
1,491   1,384 107
7,175   8,688 -1,513
471   506 -35
1,503   1,417 86
1,968   1,934 34
1,550   1,700 -150
262   476 -214
3,246   1,535 1,711
5,188   3,328 1,860
3,287   3,287  
16,335   18,247 -1,912
20,487   8,225 12,262
33,021   12,613 20,408
17,737   10,204 7,533
42,987   39,552 3,435
20,513   12,398 8,115
144,265   141,863 2,402
64   58 6
288   282 6
1,281   914 367
722   692 30
1,217   1,084 133
11,503   11,495 8
485   684 -199
1,323   1,206 117
1,441   1,518 -77
921   819 102
504   523 -19
577   484 93
2,407   2,354 53
21   23 -2
162   155 7
2,016   1,999 17
1,361   1,287 74
6,966   6,870 96
2,662   2,179 483
4,011   3,222 789
3,490   1,787 1,703
5,003   2,171 2,832
6,000   3,955 2,045
58,502   25,501 33,001
67,986   4,154 63,832
73,051   58,590 14,461
152,368   79,867 72,501
84,001   82,936 1,065
208   217 -9
303   299 4
427   423 4
377   480 -103
2,199   2,204 -5
403   325 78
841   938 -97
58   52 6
1,389   1,237 152
570   558 12
252   251 1
236   236  
468   374 94
925   865 60
632   711 -79
13,112   12,990 122
842   750 92
9,309   9,262 47
3,775   2,968 807
4,364   1,996 2,368
26,667   26,367 300
3,438   1,749 1,689
10,865   4,605 6,260
94,446   57,915 36,531
54,983   48,022 6,961
28,119   11,234 16,885
67,182   38,348 28,834
329   328 1
510   449 61
581   430 151
1,761   1,494 267
762   756 6
545   539 6
939   916 23
986   991 -5
11,000   11,000  
1,348   1,366 -18
462   598 -136
844   656 188
236   236  
1,093   811 282
440   406 34
343   341 2
11,612   11,486 126
1,906   1,742 164
5,103   4,974 129
5,072   4,126 946
5,236   3,685 1,551
24,448   26,689 -2,241
1,337   1,113 224
47,080   22,292 24,788
61,557   46,954 14,603
44,327   40,284 4,043
54,719   35,614 19,105
30,127   20,312 9,815
167   166 1
231   204 27
457   339 118
706   790 -84
1,599   1,440 159
1,616   1,273 343
104   101 3
498   386 112
1,836   1,665 171
1,785   1,679 106
611   532 79
1,503   1,377 126
929   812 117
1,931   1,962 -31
1,110   1,029 81
2,109   1,895 214
1,986   1,978 8
414   400 14
7,001   6,993 8
3,974   3,179 795
3,541   2,163 1,378
4,473   3,218 1,255
42,024   27,171 14,853
44,250   35,221 9,029
61,607   25,823 35,784
14,860   17,901 -3,041
48,582   32,817 15,765
110,745   7,615 103,130
448   495 -47
262   246 16
275   204 71
1,300   1,313 -13
1,162   1,159 3
750   687 63
493   613 -120
995   748 247
1,192   1,260 -68
1,386   1,372 14
749   793 -44
517   435 82
833   1,050 -217
467   485 -18
1,434   1,223 211
1,802   1,619 183
869   905 -36
1,032   955 77
6,622   6,702 -80
3,721   2,732 989
3,784   2,245 1,539
4,081   3,357 724
27,845   18,605 9,240
47,347   37,994 9,353
58,790   38,084 20,706
32,071   42,418 -10,347
16,159   10,103 6,056
57,031   56,141 890
6,949   6,936 13
261   214 47
22   16 6
1,451   1,404 47
2,171   2,023 148
220   191 29
679   701 -22
2,965   2,855 110
2,202   1,800 402
422   406 16
262   254 8
758   700 58
592   746 -154
287   293 -6
1,056   1,184 -128
1,829   1,644 185
522   481 41
885   766 119
2,002   2,001 1
11,048   10,012 1,036
4,086   2,470 1,616
5,777   5,208 569
45,099   32,376 12,723
45,724   43,320 2,404
51,516   30,290 21,226
60,519   45,870 14,649
64,186   45,000 19,186
46,746   48,201 -1,455
632   572 60
281   218 63
272   263 9
865   944 -79
607   546 61
1,218   1,134 84
854   1,098 -244
1,247   1,119 128
1,873   1,983 -110
1,263   1,440 -177
300   289 11
2,207   1,688 519
1,115   1,156 -41
957   910 47
1,506   1,579 -73
938   963 -25
261   245 16
307   222 85
3,231   2,150 1,081
3,566   1,677 1,889
2,648   2,545 103
42,467   17,685 24,782
59,939   43,515 16,424
48,312   29,188 19,124
38,831   43,968 -5,137
37,494   21,434 16,060
34,544   26,105 8,439
469   425 44
216   160 56
4,945   4,834 111
309   327 -18
1,271   1,302 -31
850   918 -68
903   659 244
266   219 47
1,720   1,432 288
530   845 -315
1,942   1,600 342
662   601 61
761   772 -11
491   467 24
1,359   1,311 48
341   326 15
389   475 -86
743   554 189
2,331   1,780 551
2,945   1,112 1,833
85,313   52,026 33,287
29,244   12,368 16,876
45,548   31,873 13,675
63,167   35,946 27,221
41,344   25,023 16,321
24,459   14,684 9,775
8,435   7,853 582
5,002   5,002  
145   107 38
7,128   6,995 133
247   255 -8
1,405   1,424 -19
358   367 -9
1,069   930 139
1,587   1,899 -312
1,047   1,070 -23
136   158 -22
1,433   1,325 108
1,138   1,134 4
639   676 -37
544   549 -5
1,039   1,042 -3
262   263 -1
249   302 -53
1,069   1,060 9
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       10
b       2,431
c       2,214
d       25,234
e       17,840
      -205
      36,666
      6,654
      2,621
      15,599
      -24
      71
      -29
      -435
      2
      39
      160
      -187
      202
      169
      229
      -66
      -52
      20
      16
      -10
      12
      -14
      17
      5,354
      112
      1,459
      41,934
      -4,621
      31,431
      2,866
      11,868
       
      34
      9
      57
      144
      39
      28
      82
      4
      35
      292
      94
      2
      -109
      -305
      4
      216
      190
      87
      1,709
      7,643
      1,403
      2,847
      8,997
      5,645
      21,668
      27
      1,540
       
      -70
      18
      11
      -18
      35
      -77
       
      38
      159
      -69
      -40
      2
      -587
      -15
      96
      88
      10
      58
      2,133
      871
      3,109
      10,011
      8,144
      23,479
      25,072
      -460
      7,136
       
      -51
      4
      21
      -118
      -436
      -45
      -112
      112
      78
      -4
      91
      83
      -7
      82
      29
       
      166
      -113
      718
      1,683
      644
      14,005
      11,823
      11,190
      6,216
      2,364
      -2,129
       
      13
      168
      -194
      -24
      -15
      31
      121
      12
      78
       
      190
      -35
      208
      -45
       
      13
      95
      -240
      1,614
      776
      807
      12,379
      24,382
      11,956
      15,933
      -3,512
      17,690
      1,385
      -438
      2
      132
      -3
      -6
      37
      -28
      138
      18
      8
      -108
      107
      -1,513
      -35
      86
      34
      -150
      -214
      1,711
      1,860
       
      -1,912
      12,262
      20,408
      7,533
      3,435
      8,115
      2,402
      6
      6
      367
      30
      133
      8
      -199
      117
      -77
      102
      -19
      93
      53
      -2
      7
      17
      74
      96
      483
      789
      1,703
      2,832
      2,045
      33,001
      63,832
      14,461
      72,501
      1,065
      -9
      4
      4
      -103
      -5
      78
      -97
      6
      152
      12
      1
       
      94
      60
      -79
      122
      92
      47
      807
      2,368
      300
      1,689
      6,260
      36,531
      6,961
      16,885
      28,834
      1
      61
      151
      267
      6
      6
      23
      -5
       
      -18
      -136
      188
       
      282
      34
      2
      126
      164
      129
      946
      1,551
      -2,241
      224
      24,788
      14,603
      4,043
      19,105
      9,815
      1
      27
      118
      -84
      159
      343
      3
      112
      171
      106
      79
      126
      117
      -31
      81
      214
      8
      14
      8
      795
      1,378
      1,255
      14,853
      9,029
      35,784
      -3,041
      15,765
      103,130
      -47
      16
      71
      -13
      3
      63
      -120
      247
      -68
      14
      -44
      82
      -217
      -18
      211
      183
      -36
      77
      -80
      989
      1,539
      724
      9,240
      9,353
      20,706
      -10,347
      6,056
      890
      13
      47
      6
      47
      148
      29
      -22
      110
      402
      16
      8
      58
      -154
      -6
      -128
      185
      41
      119
      1
      1,036
      1,616
      569
      12,723
      2,404
      21,226
      14,649
      19,186
      -1,455
      60
      63
      9
      -79
      61
      84
      -244
      128
      -110
      -177
      11
      519
      -41
      47
      -73
      -25
      16
      85
      1,081
      1,889
      103
      24,782
      16,424
      19,124
      -5,137
      16,060
      8,439
      44
      56
      111
      -18
      -31
      -68
      244
      47
      288
      -315
      342
      61
      -11
      24
      48
      15
      -86
      189
      551
      1,833
      33,287
      16,876
      13,675
      27,221
      16,321
      9,775
      582
       
      38
      133
      -8
      -19
      -9
      139
      -312
      -23
      -22
      108
      4
      -37
      -5
      -3
      -1
      -53
      9
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,380,684
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 27,447
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 243,795 6,843,672 0.035623
2012 137,520 6,143,163 0.022386
2011 279,361 5,546,993 0.050363
2010 246,809 5,081,775 0.048567
2009 227,510 4,488,323 0.050689
2 Total of line 1, column (d) ...................... 2 0.207628
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 0.041526
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 7,431,551
5 Multiply line 4 by line 3....................... 5 308,603
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 15,659
7 Add lines 5 and 6......................... 7 324,262
8 Enter qualifying distributions from Part XII, line 4.............. 8 266,750
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 31,319
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 31,319
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,319
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 16,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 23,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,400
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 8,081
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet8,081 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 addressbulletNONE
    14
    The books are in care ofbulletRICHARD R DEUPREE III Telephone no.bullet (810) 231-9989
    Located atbullet4696 HYDALE DRIVEPINCKNEYMI ZIP+4bullet48169
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    THOMAS R DEUPREE DIRECTOR
    0.00
    0 0 0
    480 NORTH MAIN STREET
    SUFFIELD,CT06078
    SUSAN D JONES PRESIDENT
    0.00
    0 0 0
    PO BOX 126
    NEW HARTFORD,CT06057
    RICHARD R DEUPREE III TREASURER
    0.00
    0 0 0
    4696 HYDALE DRIVE
    PINCKNEY,MI48169
    CALEB T DEUPREE DIRECTOR
    0.00
    0 0 0
    2752 W CASAS DRIVE
    TUCSON,AZ85742
    KATO DEUPREE DIRECTOR
    0.00
    0 0 0
    2540 N KEDZIE BOULEVARD
    CHICAGO,IL60647
    ANDI JONES DIRECTOR
    0.00
    0 0 0
    28 RIVERDALE AVENUE
    PORT CHESTER,NY10573
    KAROLEN DEUPREE DIRECTOR
    0.00
    0 0 0
    205 PONY SOLDIER RD
    SEDONA,AZ86336
    TAYLOR DEUPREE DIRECTOR
    0.00
    0 0 0
    63 OLD STONE HILL RD
    POUND RIDGE,NY10576
    KRISTINE CRAMER DIRECTOR
    0.00
    0 0 0
    6000 NE BAKER HILL RD
    BAINBRIDGE ISLAND,WA98110
    MARTHA CHONG DIRECTOR
    0.00
    0 0 0
    560 61ST STREET
    OAKLAND,CA94609
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,381,008
    b
    Average of monthly cash balances.......................
    1b
    163,714
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,544,722
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,544,722
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    113,171
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,431,551
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    371,578
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    371,578
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    31,319
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,319
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    340,259
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    340,259
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    340,259
    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
    266,750
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    266,750
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    266,750
    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 7 340,259
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 223,943
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 266,750
    a Applied to 2013, but not more than line 2a 223,943
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 42,807
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    297,452
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AFRICAN ALLIANCE OF RHODE ISLAND
    570 BROAD ST
    PROVIDENCE,RI02907
        GEN OPER BUDGET 2,000
    AIDS LEGAL REFERRAL PANEL
    1663 MISSION STREET
    SUITE 500
    SAN FRANCISCO,CA94103
        GEN OPER BUDGET 2,500
    ALAMEDA COUNTY COMMUNITY FOOD BANK
    7900 EDGEWATER DRIVE
    OAKLAND,CA94621
        GEN OPER BUDGET 2,500
    AZ CTR FOR COMP EDUC & LIFE SKILLS
    10251 NORTH 35TH AVE
    PHOENIX,AZ85051
        GENERAL OPER BUDGET 2,000
    ARIZONA FRIENDS OF CHAMBER MUSIC
    PO BOX 40845
    TUCSON,AZ85717
        GEN OPER BUDGET 1,500
    AUDUBON SHARON
    325 CORNWALL BRIDGE ROAD
    SHARON,CT06069
        GEN OPER BUDGET 2,500
    AZ4NORML
    3400 E SPEEDWAY
    SUITE 118
    TUCSON,AZ85716
        GEN OPER BUDGET 2,500
    BAINBRIDGE ISLAND LAND TRUST
    221 WINSLOW WAY WEST
    SUITE 103
    BAINBRIDGE ISLAND,WA98110
        GEN OPER BUDGET 1,000
    BERKELEY EAST BAY HUMANE SOCIETY
    2700 NINTH STREET
    BERKELEY,CA94710
        GEN OPER BUDGET 2,500
    BIG CAT RESCUE
    12802 EASY STREET
    TAMPA,FL33625
        GEN OPER BUDGET 1,000
    BRIGHTON NAZARENE CHURCH
    7679 BRIGHTON RD
    BRIGHTON,MI48116
        GENERAL OPER BUDGET 500
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVENUE
    CINCINNATI,OH45208
        GEN OPER BUDGET 34,000
    CENTER FOR GREAT APES
    PO BOX 488
    WAUCHULA,FL33873
        GEN OPER BUDGET 2,900
    CENTER FOR WESTERN STUDIES
    2001 S SUMMIT AVE
    SIOUX FALLS,SD57197
        GEN OPER BUDGET 5,000
    COALITION FOR SONORAN DESERT PROTEC
    738 N 5TH AVENUE 214
    TUCSON,AZ85721
        GEN OPER BUDGET 4,250
    COMMUNITY CATS
    PO BOX 4380
    STAMFORD,CT06907
        GEN OPER BUDGET 3,000
    COMMUNITY STRING PROJECT
    PO BOX 413
    BRISTOL,RI02809
        GEN OPER BUDGET 1,500
    COVE CENTER FOR GRIEVING CHILDREN
    258 POMEROY AVE
    SUITE 107
    MERIDEN,CT06450
        GEN OPER BUDGET 2,000
    DAKIN HUMANE SOCIETY
    PO BOX 6307
    SPRINGFIELD,MA01101
        GEN OPER BUDGET 1,000
    DON BOSCO COMMUNITY CENTER
    22 DON BOSCO PLACE
    PORT CHESTER,NY10573
        GEN OPER BUDGET 3,000
    DREAMCHASER HORSE RESCUE & REHAB
    6340 KINCHELOE DR
    FALCON,MO65470
        GEN OPER BUDGET 4,000
    EAST BAY SPCA
    8223 BALDWIN STREET
    OAKLAND,CA94621
        GEN OPER BUDGET 2,500
    EAST SIDE ARTS ALLIANCE
    PO BOX 17008
    OAKLAND,CA94601
        GEN OPER BUDGET 1,500
    EDGE ALLIANCE
    1251 S SAWYER
    CHICAGO,IL60623
        GENERAL OPER BUDGET 2,100
    EDUCATION FOR ALL CHILDREN
    11 HEATHER DRIVE
    RYE,NH03870
        GEN OPER BUDGET 1,000
    FAMILY IMPACT CENTER
    735 N GRAND AVENUE
    FOWLERVILLE,MI48836
        GEN OPER BUDGET 500
    FIX OUR FERALS
    PO BOX 13083
    BERKELEY,CA94712
        GENERAL OPER BUDGET 1,000
    FLAGSTAFF FAMILY FOOD CENTER
    1902 N 2ND ST
    FLAGSTAFF,AZ86004
        GEN OPER BUDGET 2,500
    FOX TUCSON THEATRE FOUNDATION
    PO BOX 1008
    TUCSON,AZ85702
        GENERAL OPER BUDGET 2,500
    FRACTURED ATLAS
    248 W 35TH ST
    NEW YORK,NY10001
        GEN OPER BUDGET 6,500
    FRIENDS OF THE WORLD FOOD PROGRAM
    1725 I ST NW
    SUITE 510
    WASHINGTON,DC20006
        GENERAL OPER BUDGET 5,000
    GARDENING THE COMMUNITY
    PO BOX 90774
    SPRINGFIELD,MA01139
        GEN OPER BUDGET 500
    GEER CREST FARM
    12390 SUNNYVIEW RD NE
    SALEM,OR97317
        GEN OPER BUDGET 3,000
    HAWKWING
    306 CAVAN LANE
    GLASTONBURY,CT06033
        GEN OPER BUDGET 1,000
    HEALING SPECIES
    637 FARNUM RD
    ORANGEBURG,SC29118
        GEN OPER BUDGET 1,000
    HEARTLAND FARM SANCTUARY
    PO BOX 45746
    MADISON,WI53744
        GEN OPER BUDGET 3,300
    HERMITAGE CAT SHELTER
    5278 EAST 21ST ST
    TUCSON,AZ85711
        GEN OPER BUDGET 2,250
    HIGHER EDGE
    35 REDDEN AVENUE
    LONDON,CT06320
        GEN OPER BUDGET 1,000
    HOWELL CONFERENCE & NATURE CTR
    1005 TRIANGLE LAKE RD
    HOWELL,MI48843
        GENERAL OPER BUDGET 500
    INTERNATIONAL BEGINNING MINISTRIES
    PO BOX 10422
    D
    DETROIT,MI48210
        BUILDING FUND 3,300
    JOHNS HOPKINS BLOOMBRG SCH PUB HLTH
    615 N WOLFE ST
    BALTIMORE,MD21205
        GENERAL OPER BUDGET 3,000
    LIVE THE SOLUTION
    5065 E QUARTERMASTER
    TUCSON,AZ85712
        GEN OPER BUDGET 1,500
    LIVINGSTON HUMANE SOCIETY
    2464 DORR RD
    HOWELL,MI48843
        GEN OPER BUDGET 500
    LOAVES AND FISHES OF SW DETROIT
    4311 CENTRAL ST
    DETROIT,MI48210
        GEN OPER BUDGET 1,000
    LOGAN SQUARE PRESERVATION
    2935 LOGAN BLVD
    CHICAGO,IL60646
        GEN OPER BUDGET 1,000
    LOVE INC
    820 GRAND RIVER AVENUE
    HOWELL,MI48843
        GEN OPER BUDGET 3,550
    NESKAYA
    1643 PROFILE RD
    PO BOX 634
    FRANCONIA,NH03580
        GEN OPER BUDGET 1,000
    NEW ENGLAND STEAM CORPORATION
    PO BOX 302
    WINTERPORT,ME04496
        GEN OPER BUDGET 25,000
    NORTHWOOD SCHOOL
    92 NORTHWOOD AVE
    LAKE PLACID,NY12946
        GEN OPER BUDGET 1,000
    NOWZAD DOGS
    100 WALNUT ST
    SUITE 415
    PEORIA,IL61602
        GEN OPER BUDGET 4,000
    OAKLAND CITY UNIVERSITY
    138 N LUCRETIA ST
    OAKLAND CITY,IN47660
        GEN OPER BUDGET 500
    OGLALA LAKOTA COLLEGE SCHOLARSHIP
    3 MILE CREEK RD
    KYLE,SD57752
        GEN OPER BUDGET 5,000
    OLD TOWN SCHOOL FOLK MUSIC
    4544 N LINCOLN AVENUE
    CHICAGO,IL60625
        GEN OPER BUDGET 3,000
    ONE SMALL HOUSE
    5001 STONECREST DR
    BREWSTER,NY10509
        GEN OPER BUDGET 1,000
    PACIFIC SCIENCE CENTER
    200 SECOND AVENUE NORTH
    SEATTLE,WA98109
        GEN OPER BUDGET 1,500
    PAWS 4 LIBERTY
    8939 PALOMINO DR
    LAKE WORTH,FL33467
        GEN OPER BUDGET 3,000
    PAWS ANIMAL WELFARE SOCIETY
    3170 23RD STREET
    SAN FRANCISCO,CA94110
        GEN OPER BUDGET 2,500
    PEACE FOR THE STREETS BY KIDS
    1814 SUMMIT AVENUE
    SEATTLE,WA98122
        GEN OPER BUDGET 500
    PEEWEE'S PET ADOPTION
    1307 SARATOGA
    CORPUS CHRISTI,TX78417
        GEN OPER BUDGET 1,000
    POSITIVE FUTURES NETWORK
    284 MADRONA WAY
    NE 116
    BAINBRIDGE ISLAND,WA98110
        YES MAGAZINE EDUCATION OUTREACH 3,500
    PROTECT EVERY PET
    408 W ST LOUIS ST
    BLAND,MO65014
        GEN OPER BUDGET 1,000
    RABBIT WRANGLERS
    PO BOX 8003
    PITTSBURGH,PA15216
        GEN OPER BUDGET 1,000
    SAN FRANCISCO FILM SOCIETY
    39 MESA ST
    SAN FRANCISCO,CA94129
        GEN OPER BUDGET 5,000
    SANCTUARY ONE
    13195 UPPER APPLEGATE
    JACKSONVILLE,OR97530
        GEN OPER BUDGET 1,000
    SEDONA CHARTER SCHOOL
    165 KACHINA DRIVE
    SEDONA,AZ86336
        GEN OPER BUDGET 2,000
    SHIFTING SCOLIOSIS
    PO BOX 450
    S WINDSOR,CT06074
        GEN OPER BUDGET 1,000
    SOMETHING GOOD IN THE WORLD
    624 CROTON AVE
    COURTLAND MANOR,NY10567
        GEN OPER BUDGET 2,000
    SOUND DISCIPLINE
    2135 N 51ST
    SEATTLE,WA98103
        GEN OPER BUDGET 2,000
    SQUEAKY WHEELS
    221 WINSLOW WAY
    SUITE 307
    BAINBRIDGE ISLAND,WA98110
        GEN OPER BUDGET 1,000
    STARFISH LEARNING CTR
    1543 HOWARD STREET
    CHICAGO,IL60626
        GEN OPER BUDGET 1,000
    SWEET BRIAR COLLEGE
    PO BOX 1057
    SWEET BRIAR,VA24595
        GEN OPER BUDGET 2,500
    THE ALS ASSOCIATION
    1275 K ST NW
    SUITE 250
    WASHINGTON,DC20005
        GENERAL OPER BUDGET 100
    THE MAKERS COALITION
    678 2W 7TH ST
    ST PAUL,MN55102
        GEN OPER BUDGET 14,000
    TRI STATE BIRD RESCUE AND RESEARCH
    110 POSSUM HOLLOW RD
    NEWARD,DE19711
        GEN OPER BUDGET 3,500
    TUCSON YOUTH DEVELOPMENT
    1901 N STONE AVE
    TUCSON,AZ85705
        GEN OPER BUDGET 25,000
    U OF AZ FND-FRIENDS OF THE LIBRARY
    1510 E UNIVERSITY BLVD
    PO BOX 210055
    TUCSON,AZ85721
        GEN OPER BUDGET 1,000
    U OF CAL-SANTA CRUZ LIBRARY
    1156 HIGH STREET
    SANTA CRUZ,CA95064
        GRATEFUL DEAD ARCHIVES 4,500
    URBAN JUNCTURE FOUNDATION
    4245 ST KING DR
    CHICAGO,IL60653
        GENERAL OPER BUDGET 2,000
    VERMONT STUDIO CENTER
    PO BOX 613
    JOHNSON,VT05656
        GEN OPER BUDGET 4,000
    VOLUNTEERS IN PSYCHOTHERAPY
    7 SOUTH MAIN STREET
    WEST HARTFORD,CT06107
        GEN OPER BUDGET 1,500
    WASHINGTON BIKES
    311 3RD AVE SOUTH
    SEATTLE,WA98104
        GENERAL OPER BUDGET 1,000
    WASHINGTON RARE PLANT CARE & CONSER
    UW BOTANIC GARDENS
    3501 NE 41ST ST
    SEATTLE,WA98115
        GEN OPER BUDGET 2,000
    WAYFINDER SCHOOLS
    79 WASHINGTON STREET
    CAMDEN,ME04842
        GEN OPER BUDGET 1,000
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712
        GEN OPER BUDGET 2,500
    Total .................................bullet 3a 266,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 3,848  
    4 Dividends and interest from securities....     14 240,707  
    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 1,321,951  
    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)..   1,566,506  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,566,506
    (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:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLEMING BROCKSCHMIDT & DURKIN 4,590 4,590    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER SOFTWARE 2014-10-31 4,024     3.0000 2,515      

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 4,992 4,885
    ABBVIE INC 6,993 6,979
    AMERICAN EXPRESS CREDIT 4,114 4,082
    AMERICAN INTL GROUP 4,477 4,414
    AMERISTAR CASINOS 11,578 11,646
    APPLE INC 7,148 7,103
    AT&T INC 6,996 6,862
    BALL CORP SR NT 8,820 8,348
    BANK OF AMERICA CORP 4,985 4,816
    BANK OF NOVA SCOTIA 4,935 4,976
    BP CAPITALMARKETS PLC 4,962 5,001
    CABLEVISION INC 11,225 10,950
    CCO HLDS LLC/CAP CORP 11,000 10,835
    CENTURYLINK INC 9,495 8,595
    CHESAPEAKE ENERGY CORP 8,488 7,520
    CHEVRON CORP 7,000 6,806
    CIT GROUP INC 11,536 11,343
    CITIGROUP INC 3,997 3,990
    CONOCPHILLIPS COMPANY 7,056 7,061
    CONSTELLATION BRANDS 8,713 8,460
    CROWN CASTLE INTERNATIONAL 9,473 9,065
    DAVITA 8,510 8,480
    EXELON CORP 4,999 5,029
    GENERAL ELECTRIC CREDIT CORP 6,996 6,998
    GOLDMAN SACHS GROUP INC 7,023 6,965
    HANESBRANDS INC 11,770 11,495
    HCA HOLDINGS, INC 11,225 11,175
    HUNTSMAN INTERNATIONAL LLC 11,000 10,973
    JOHN DEERE CAPITAL CORP 4,060 4,052
    JPMORGAN CHASE & CO 7,021 6,887
    LAMAR MEDIA CORP 11,547 11,385
    LIMITED BRANDS INC 11,300 10,994
    MERCK & CO 6,991 6,770
    MGM MIRGAGE INC 10,679 10,425
    MICROSOFT CORP 6,988 6,875
    NRG ENERGY INC 10,737 10,475
    REGENCY ENERGY PARTNERS 11,330 11,967
    RYLAND GROUP 10,835 11,110
    STARZ LLC AND STARZ FINANCE CORP 9,124 9,113
    SYSCO CORPORATION 4,009 4,040
    T-MOBILE USA INC 9,360 9,423
    TORONTO-DOMINION BANK 5,000 5,027
    TOTAL CAPITAL CANADA LTD 3,967 4,004
    UNITED HEALTH GROUP INC 4,921 4,940
    VERIZON COMMUNICATIONS 6,510 6,472
    WALGREENS BOOTS ALLIANCE 4,014 4,016
    US TREASURY NOTE-4/15/16 6,993 6,998
    US TREASURY NOTE-3/31/16 9,006 9,009
    US TREASURY NOTE-11/30/16 9,047 9,053
    US TREASURY NOTE-7/31/18 8,981 9,090
    US TREASURY NOTE-2/28/22 6,939 6,878
    US TREASURY NOTE-2/15/25 13,854 13,602
    FEDERAL HOME LN MTG CORP 8,862 8,955
    FED NATL MTG ASSN 13,144 13,061

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 56,779 63,559
    ABBVIE 101,846 181,749
    ALTRIA GROUP INC 42,589 96,842
    ANALOG DEVICES INC 112,458 156,611
    AUTOMATIC DATA PROC 50,288 71,405
    BAXTER INTL    
    BCE INC 69,170 80,963
    BLACKROCK INC 132,212 169,530
    CHEVRON CORP 150,885 129,752
    CISCO SYSTEMS 115,145 155,149
    COCA COLA COM 78,824 80,225
    CULLEN FRST BKRS PV    
    EMERSON ELEC CO 111,651 137,744
    FASTENAL COMPANY 121,146 120,635
    GALLAGHER ARTHUR J 60,736 80,647
    GENERAL ELECTRIC 130,944 158,889
    GENUINE PARTS CO 30,895 51,927
    GLAXOSMITHKLINE PLC    
    HASBRO 73,024 99,097
    HCP INC    
    HEALTH CARE REIT INC COM 67,568 107,961
    HOME DEPOT 165,305 158,916
    INTEL CORP    
    JM SMUCKER 98,895 91,606
    JOHNSON AND JOHNSON COM 63,834 83,328
    JP MORGAN CHASE 163,963 183,291
    KIMBERLY CLARK 90,468 160,015
    KINDER MORGAN 127,012 118,241
    KRAFT FOODS GROUP    
    LOCKHEED MARTIN 78,725 118,047
    LYONDELLBASELL INDUSTRIE 98,562 126,812
    MARSH & MCLENNAN COS 82,108 87,035
    MAXIM INTEGRATED FOODS 88,877 93,698
    MCDONALDS CORP COM    
    MERCK AND CO INC 107,226 134,924
    MICROSOFT 91,786 147,682
    NEXTERA ENERGY INC SHS 135,375 154,887
    NOVARTIS ADR 73,491 137,184
    ONEOK INC    
    PAYCHEX INC 118,680 135,249
    PEPSICO INC 163,444 162,412
    PFIZER 165,642 168,824
    PHILIP MORRIS INTL INC 31,249 48,102
    PNC FINCL SERVICES GROUP 146,434 160,692
    PRICE T ROWE GROUP INC 114,953 110,377
    PROCTER & GAMBLE    
    QUALCOMM 104,252 102,713
    REALTY INCM CRP MD PV1    
    SPECTRA ENERGY 124,467 119,642
    TARGET CORP 110,319 105,711
    TUPPERWARE BRANDS    
    US BANCORP 48,691 56,637
    VENTAS 112,814 104,001
    WILLIAMS COMPANIES    
    APPLE INC    
    WEC ENERGY GROUP INC 98,632 104,555
    WILLIAMS COMPANIES DEL 66,051 129,128
    WISCONSIN ENERGY CORP    
    3M COMPANY 153,844 179,756
    ISHARES 7-10 YEAR 154,297 151,424
    ISHARES 20+ YEAR 70,391 65,073
    ISHARES 10-20 YEAR 163,257 159,371
    PIMCO 7-15 YR US TREASUR 123,099 119,103
    PIMCO COMMODITIES PLUS 158,782 150,551
    PIMCO STOCKSPLUS INTL 103,722 104,092
    PIMCO STOCKSPLUS SMALL CAP 35,208 35,788
    PIMCO RAE FUNDAMENTAL 219,159 211,848
    ALERIAN MLP ETF (AMLP) 49,685 44,128
    ISHARES RUSSELL MIDCAP G ETF 49,491 49,006
    CALAMOS CONVERTIBLE FUND 148,500 147,757
    CENTER COAST MLP FOCUS I 49,500 45,514
    DIAMOND HILL LONG SHORT I 49,500 49,601
    NEUBERGER INTRINSIC VALUE INST 49,419 50,903
    PIMCO EQS LONG/SHORT P 49,500 50,724
    TOUCHSTONE SMALL CAP GROWTH 49,419 52,438
    TRANSAMERICA MIDCAP VAL OPP 49,419 49,108

    TY 2014 OtherExpensesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS EXPENSE-B&G 51 51    
    MISCELLANEOUS EXPENSE-MORGAN 10 10    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES-MORGAN 6,665 6,665    
    INVESTMENT ADVISORY FEES-MERRILL 4,146 4,146    
    INVESTMENT ADVISORY FEES-B&G 32,929 32,929    


    TY 2014 TaxesSchedule
    Name:
    DEUPREE FAMILY FOUNDATION
    EIN: 31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO 200      
    FEDERAL 23,868      
    FOREIGN DIVIDEND TAXES WITHHELD 1,344 1,344