Form990-PF

Department of the Treasury
Internal Revenue Service

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

Number and street (or P.O. box number if mail is not delivered to street address)3033 E 1ST AVE STE 400   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

84-1465773
B Telephone number (see instructions)

(303) 468-0094
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$13,431,528J 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 13,925 13,925  
4 Dividends and interest from securities...... 145,979 145,979  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,069
b Gross sales price for all assets on line 6a 1,236,184
7 Capital gain net income (from Part IV, line 2)... 115,069
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........ 274,973 274,973  
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)....... Click to see attachment 5,535 5,535    
c Other professional fees (attach schedule).... Click to see attachment 43,940 9,311   34,629
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 35,631 35,631    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,106 50,477   34,629
25 Contributions, gifts, grants paid........ 623,000 623,000
26 Total expenses and disbursements. Add lines 24 and 25 708,106 50,477   657,629
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -433,133
b Net investment income (if negative, enter -0-) 224,496
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.......... 955,202 191,531 191,531
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)........ 1,577,751 Click to see attachment2,263,459 2,788,884
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 305,107 Click to see attachment401,566 10,450,358
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment39 Click to see attachment755 Click to see attachment755
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,838,099 2,857,311 13,431,528
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) Click to see attachment1,048,053 Click to see attachment1,502,643
23 Total liabilities (add lines 17 through 22).......... 1,048,053 1,502,643
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......... -839,571 -839,571
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,629,617 2,194,239
30 Total net assets or fund balances (see instructions)...... 1,790,046 1,354,668
31 Total liabilities and net assets/fund balances (see instructions).. 2,838,099 2,857,311
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 1,790,046
2 Enter amount from Part I, line 27a..................... 2 -433,133
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,356,913
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,245
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,354,668
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 53 SH INTL BUSINESS MACHINES P 2014-01-30 2014-06-19
b 260 SH METLIFE INC P 2014-01-30 2014-09-30
c 568 SH KINDER MORGAN INC P 2014-01-30 2015-01-29
d 123 SH AMGEN INCORPORATED P 2011-09-22 2014-11-06
e 96 SH BERKSHIRE HATHAWAY P 2011-09-22 2015-04-30
176 SH JPMORGAN CHASE & CO P 2014-01-30 2014-06-19
120 SH MOSAIC CO P 2014-01-30 2014-09-30
414 SH MARSH & MC LENNAN CO INC P 2014-01-30 2015-01-29
332 SH MERCK & CO INC P 2011-09-22 2014-11-06
1269 SH SLM CORPORATION P 2014-04-02 2015-04-30
31 SH PUT SPDR S&P 500 ETF TR185 P 2014-05-23 2014-09-05
329 SH PFIZER INCORPORATED P 2014-01-30 2014-09-30
645 SH SPECTRA ENERGY CORP P 2014-09-30 2015-01-29
223 SH ABBOTT LABORATORIES P 2011-09-22 2014-12-18
119 SH WALGREENS BOOTS ALLIANCE P 2011-09-22 2015-04-30
18 SH AMGEN INCORPORATED P 2014-01-30 2014-09-09
157 SH PNC FINL SERVICES GP INC P 2014-01-30 2014-09-30
178 SH 3M COMPANY P 2014-01-30 2015-01-29
112 SH ACCENTURE PLC P 2011-09-22 2014-12-18
92 SH WALT DISNEY CO P 2011-09-22 2015-04-30
20 SH APPLE INC P 2014-01-30 2014-09-09
166 SH QUALCOMM INC P 2014-01-30 2014-09-30
185 SH DOMINION RES INC P 2014-09-30 2015-04-01
141 SH WALGREEN COMPANY P 2011-09-22 2014-12-18
97.353 SH TEMPLETON GLOBAL TOTAL RET P 2011-09-22 2014-07-31
25 SH CARDINAL HEALTH INC P 2014-01-30 2014-09-09
105 SH ROCKWELL AUTOMATION INC P 2014-01-30 2014-09-30
94 SH TIFFANY & CO P 2014-09-30 2015-04-01
96 SH ABBOTT LABORATORIES P 2014-10-01 2015-02-06
103.39 SH TEMPLETON GLOBAL TOTAL RET P 2011-09-22 2014-07-31
71 SH INTEL CORP P 2014-01-30 2014-09-09
900 SH S P D R S&P 500 ETF TR P 2014-01-30 2014-09-30
57 SH WALGREENS BOOTS ALLIANCE P 2014-09-30 2015-04-01
36 SH MC DONALDS CORP P 2014-10-01 2015-02-06
759.259 SH PIMCO INVESTMENT GRADE CO P 2013-01-14 2015-04-02
42 SH LOWES COMPANIES INC P 2014-01-30 2014-09-09
72 SH SCHLUMBER LTD P 2014-01-30 2014-09-30
130 SH DOMINION RES INC P 2014-01-30 2015-04-01
165 SH MEDTRONIC PLC P 2011-09-22 2015-02-11
52 SH MICROSOFT CORP P 2014-01-30 2014-09-09
137 SH WAL-MART STORES INC P 2014-01-30 2014-09-30
131 SH TIFFANY & CO P 2014-01-30 2015-04-01
351 SH ABBOTT LABORATORIES P 2011-09-22 2015-02-06
308 SH BB&T CORPORATION P 2014-01-30 2014-09-30
50 SH PUT SPDR S&P 500 ETF TR193 P 2014-01-30 2014-09-30
1462 SH SPDR DOW JONES ETF P 2014-09-30 2015-05-13
263 SH MC DONALDS CORP P 2011-09-22 2015-02-06
84 SH CHEVRON CORPORATION P 2014-01-30 2014-09-30
0.6 SH CALIFORNIA RES CORP P 2014-01-30 2014-12-01
60 SH PUT SPDR DJ INDST AVG168 P 2015-01-26 2015-05-27
117 SH STARBUCKS CORP P 2011-09-22 2015-02-06
196 SH COLGAT-PALMOLIVE CO P 2014-01-30 2014-09-30
105 SH CALIFORNIA RES CORP P 2014-01-30 2015-01-07
231 SH COMCAST CP P 2011-09-22 2014-07-16
127 SH WALGREENS BOOTS ALLIANCE P 2011-09-22 2015-02-06
100 SH DUKE ENERGY CORP P 2014-01-30 2014-09-30
60 SH PUT SPDR DJ INDST AVG160 P 2014-10-17 2015-01-26
182 SH DISNEY WALT CO P 2011-09-22 2014-07-16
72 SH HOME DEPOT INC P 2011-09-22 2015-02-11
242 SH JOHNSON CONTROLS INC P 2014-01-30 2014-09-30
285 SH CULLEN FROST BANKERS P 2014-09-30 2015-01-29
257 SH WALGREEN COMPANY P 2014-09-30 2014-07-16
540 SH MEDTRONIC PLC P 2011-09-22 2015-04-30
174 SH LOWES COMPANIES INC P 2014-01-30 2014-09-30
257 SH ILLINOIS TOOL WORKS INC P 2014-01-30 2015-01-29
157 SH ABBVIE INC P 2011-09-22 2014-11-06
1195 SH SLM CORPORATION P 2011-09-22 2015-04-30
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 9,717   9,406 311
b 14,029   12,972 1,057
c 23,055   21,011 2,044
d 19,729   6,732 12,997
e 13,607   6,290 7,317
10,061   9,880 181
5,296   5,376 -80
22,589   20,788 1,801
19,728   10,891 8,837
12,943   11,327 1,616
5,705   20,850 -15,145
9,759   10,141 -382
21,412   25,346 -3,934
10,026   5,576 4,450
9,776   6,501 3,275
2,465   2,192 273
13,416   12,807 609
29,380   24,282 5,098
9,974   5,648 4,326
9,987   3,849 6,138
1,976   1,430 546
12,411   12,185 226
13,231   12,787 444
10,337   5,065 5,272
1,315   1,355 -40
1,867   1,715 152
11,562   12,078 -516
8,102   9,085 -983
4,358   3,977 381
1,397   1,439 -42
2,466   1,764 702
177,401   161,449 15,952
4,787   3,395 1,392
3,375   3,412 -37
8,154   8,011 143
2,214   1,960 254
7,339   6,427 912
9,298   8,696 602
12,236   5,452 6,784
2,409   1,909 500
10,470   10,261 209
11,291   10,961 330
15,934   12,452 3,482
11,415   11,677 -262
69,294   45,197 24,097
264,625   248,898 15,727
24,657   23,867 790
9,981   9,774 207
4   5 -1
12,803   42,394 -29,591
10,377   6,044 4,333
12,768   12,027 741
476   856 -380
12,622   4,799 7,823
9,628   5,553 4,075
7,447   6,969 478
17,066   51,375 -34,309
15,495   5,437 10,058
7,913   2,389 5,524
10,614   11,397 -783
17,701   21,779 -4,078
18,241   8,719 9,522
40,476   28,068 12,408
9,180   8,118 1,062
24,010   20,953 3,057
9,831   4,105 5,726
12,189   11,585 604
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       311
b       1,057
c       2,044
d       12,997
e       7,317
      181
      -80
      1,801
      8,837
      1,616
      -15,145
      -382
      -3,934
      4,450
      3,275
      273
      609
      5,098
      4,326
      6,138
      546
      226
      444
      5,272
      -40
      152
      -516
      -983
      381
      -42
      702
      15,952
      1,392
      -37
      143
      254
      912
      602
      6,784
      500
      209
      330
      3,482
      -262
      24,097
      15,727
      790
      207
      -1
      -29,591
      4,333
      741
      -380
      7,823
      4,075
      478
      -34,309
      10,058
      5,524
      -783
      -4,078
      9,522
      12,408
      1,062
      3,057
      5,726
      604
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 2 115,069
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 -2,546
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 633,592 13,635,022 0.046468
2012 655,548 11,709,595 0.055984
2011 465,572 11,002,185 0.042316
2010 341,266 9,101,799 0.037494
2009 268,893 6,595,044 0.040772
2 Total of line 1, column (d) ...................... 2 0.223034
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 0.044607
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 14,027,519
5 Multiply line 4 by line 3....................... 5 625,726
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,245
7 Add lines 5 and 6......................... 7 627,971
8 Enter qualifying distributions from Part XII, line 4.............. 8 657,629
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 2,245
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 2,245
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 2,245
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
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 3,755
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,755 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)
    bulletCO
    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 ofbulletGINA CLINE Telephone no.bullet (303) 468-0094
    Located atbullet3033 E 1ST AVESTE 400DENVERCO ZIP+4bullet80206
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN MACGREGOR FOX JR TREASURER
    1.00     		0 0 0
    1239 1ST ST
    NEW ORLEANS,LA70130
    ANNE E FOX MOUNSEY SECRETARY
    1.00     		0 0 0
    2155 E HAWTHORNE PL
    DENVER,CO80206
    KELLEY P FOX PRESIDENT
    1.00     		0 0 0
    110 FRANKLIN ST
    DENVER,CO80218
    PETE MOUNSEY DIRECTOR
    1.00     		0 0 0
    2155 E HAWTHORNE PL
    DENVER,CO80206
    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
    13,555,120
    b
    Average of monthly cash balances.......................
    1b
    686,016
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,241,136
    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
    14,241,136
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    213,617
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,027,519
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    701,376
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    701,376
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,245
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,245
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    699,131
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    699,131
    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
    699,131
    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
    657,629
    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
    657,629
    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
    2,245
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    655,384
    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 7 699,131
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 615,923
    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$ 657,629
    a Applied to 2013, but not more than line 2a 615,923
    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..... 41,706
    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 ..........     		657,425
    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).)
    ANNE E FOX MOUNSEY
    KELLEY P FOX
    JOHN MACGREGOR FOX JR
    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
    ARRUPE JESUIT HIGH SCHOOL
    4343 UTICA ST
    DENVER,CO80212     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    BREAKTHROUGH NEW ORLEANS
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		NONE 501(C)3 ORG YOUTH SERVICES 36,000
    BRECKENRIDGE OUTDOOR EDUC CTR
    PO BOX 697
    BRECKENRIDGE,CO80424     		NONE 501(C)3 ORG DISABLED SRVICES 30,000
    CHOICE FOUNDATION
    3019 HIGGINS BLVD
    NEW ORLEANS,LA70126     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    CITYWILD
    PO BOX 883
    DENVER,CO802010833     		NONE 501(C)3 ORG YOUTH SERVICES 21,000
    COLORADO UPLIFT
    3914 KING ST
    DENVER,CO80211     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    COLORADO VINCENTIAN VOLUNTEERS
    1732 PEARL ST
    DENVER,CO802031422     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    ISADORE NEWMAN SCHOOL
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    LOUISE S MCGEHEE SCHOOL
    2343 PRYTANIA ST
    NEW ORLEANS,LA701305898     		NONE 501(C)3 ORG YOUTH SERVICES 30,000
    NATL SPORTS CTR FOR THE DISABLED
    1801 MILE HIGH STADIUM CI
    DENVER,CO80204     		NONE 501(C)3 ORG DISABLED SRVICES 60,000
    MENTAL HEALTH CENTER OF DENVER
    4141 E DICKENSON PL
    DENVER,CO80222     		NONE 501(C)3 ORG MENTAL HEALTH SERVICES 15,000
    MOUNT ST VINCENT HOME
    4159 LOWELL BLVD
    DENVER,CO80211     		NONE 501(C)3 ORG YOUTH SERVICES 25,000
    OGDEN MUSEUM OF SOUTHERN ART
    925 CAMP ST
    NEW ORLEANS,LA70130     		NONE 501(C)3 ORG ART MUSEUM SERVICES 35,000
    UNIV OF CO-DEPT OF NEUROLOGY
    MS B182 12700 E 19TH AVE
    AURORA,CO80045     		NONE 501(C)3 ORG YOUTH SERVICES 35,000
    UNIV OF WY-DEPT OF MUSIC
    1200 E IVINSON
    LARAMIE,WY82070     		NONE 501(C)3 ORG MUSIC EDUCATION 20,000
    URBAN PEAK
    730 21ST ST
    DENVER,CO80205     		NONE 501(C)3 ORG YOUTH SERVICES 51,000
    YOUNG ASPIRATIONSYOUNG ARTISTS
    PO BOX 52617
    NEW ORLEANS,LA70152     		NONE 501(C)3 ORG YOUTH SERVICES 60,000
    YOUTHBIZ INC
    3280 DOWNING ST SUITE C
    DENVER,CO80205     		NONE 501(C)3 ORG YOUTH SERVICES 15,000
    YOUTH EMPOWERMENT PROJECT
    1604 ORETHA CASTLE HALEY
    NEW ORLEANS,LA70113     		NONE 501(C)3 ORG YOUTH SERVICES 40,000
    Total .................................bullet 3a 623,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		        13,925
    4 Dividends and interest from securities....         145,979
    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 .............     		        115,069
    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)..     274,973
    13Total. Add line 12, columns (b), (d), and (e)..................
    13274,973
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 5,535 5,535    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1449 SH A F L A C INC 78,838 90,157
    574 SH ABBOTT LABORATORIES    
    516 SH ABBVIE INC 23,767 34,360
    517 SH ACCENTURE PLC 37,248 49,653
    523 SH AMERICAN EXPRESS CO 40,493 41,694
    652 SH AMGEN INCORPORATED 71,935 101,882
    5809 SH BANK OF AMERICA CORP 74,893 95,848
    542 SH BERKSHIRE HATHAWAY 59,484 77,506
    2303 SH BLOCK H & R INCORPORATED 56,891 73,074
    1677 SH CABELAS INC 78,527 85,527
    415 SH CHUBB CORPORATION 36,488 40,462
    1010 SH COMCAST CP 42,105 58,580
    650 SH DISNEY WALT CO 44,649 71,740
    2135 SH EBAY INC 104,007 131,004
    1232 SH FRANKLIN RESOURCES INC 58,196 62,721
    3988 SH GANNETT CO INC 84,997 142,731
    602 SH GILEAD SCIENCES INC 59,804 67,587
    545 SH HOME DEPOT INC 38,018 60,724
    347 SH JOHNSON & JOHNSON 27,886 34,749
    1681 SH JP MORGAN CHASE & CO 85,914 110,576
    263 SH MC DONALDS CORP    
    617 SH MEDTRONIC INC    
    1229 SH MERCK & CO INC 60,505 74,834
    470 SH MICROSOFT CORP 19,858 22,024
    75 SH N V R INC 82,871 102,045
    1935 SH NAVIENT CORP 33,499 37,287
    2467 SH NEWS CORP 40,242 37,375
    1010 SH NORDSTROM INC 56,675 73,366
    2106 SH PFIZER INCORPORATED 55,300 73,184
    1269 SH SLM CORPORATION    
    400 SH STARBUCKS CORP 14,411 20,784
    1147 SH WALGREEN COMPANY    
    646 SH WALGREENS BOOTS ALLIANCE 37,548 55,453
    1615 SH WELLS FARGO & CO 59,141 90,375
    524 SH ABBVIE INC 28,242 34,893
    155 SH AMGEN INCORPORATED 20,383 24,220
    251 SH APPLE INC 20,788 32,700
    701 SH ASSURED GUARANTY LTD 18,655 20,042
    308 SH BB&T CORPORATION    
    66 SH BLACKROCK INC 21,092 24,141
    309 SH CAPITAL ONE FINL 25,307 25,820
    336 SH CARDINAL HEALTH INC 24,895 29,625
    84 SH CHEVRON CORPORATION    
    866 SH CISCO SYSTEMS INC 20,392 25,382
    272 SH CME GROUP INC 21,732 25,622
    597 SH COCA COLA COMPANY 24,050 24,453
    196 SH COLGATE-PALMOLIVE CO    
    769 SH CONAGRA FOODS INC 25,004 29,691
    332 SH CONOCOPHILLIPS 24,196 21,142
    244 SH CRACKER BARREL 25,340 34,424
    678 SH CSX CORP 21,779 23,106
    176 SH CUMMINS INC 25,011 23,857
    130 SH DOMINION RES INC    
    412 SH DOW CHEMICAL COMPANY 20,163 21,453
    100 SH DUKE ENERGY CORP    
    850 SH GENERAL ELECTRIC COMPANY 21,778 23,180
    156 SH ILLINOIS TOOL WORKS INC    
    625 SH INTEL CORP 18,523 21,538
    53 SH INTL BUSINESS MACHINES    
    204 SH JOHNSON & JOHNSON 20,303 20,429
    242 SH JOHNSON CONTROLS INC    
    176 SH JPMORGAN CHASE & CO    
    199 SH KINDER MORGAN INC    
    393 SH K L A TENCOR CORP 24,803 23,446
    475 SH LAS VEGAS SANDS CORP 26,148 24,144
    216 SH LOWES COMPANIES INC    
    203 SH MARSH & MC LENNAN CO INC    
    260 SH METLIFE INC    
    549 SH MICROSOFT CORP 22,579 25,726
    120 SH MOSAIC CO    
    1261 SH NVIDIA CORP 24,856 27,906
    365 SH OCCIDENTAL PETE CORP 31,702 28,539
    329 SH PFIZER INCORPORATED    
    371 SH PHILLIPS 66 26,676 29,354
    157 SH PNC FINL SERVICES GP INC    
    166 SH QUALCOMM INC    
    105 SH ROCKWELL AUTOMATION INC    
    72 SH SCHLUMBERGER LTD    
    131 SH TIFFANY & CO    
    329 SH V F CORPORATION 20,979 23,172
    435 SH VERIZON COMMUNICATIONS 21,253 21,506
    137 SH WAL-MART STORES INC    
    370 SH WALGREENS BOOTS ALLIANCE 22,040 31,761
    542 SH WELLS FARGO & CO 28,542 30,330
    391 SH WILLIAMS COMPANIES 22,058 19,980
    36 SH 3M COMPANY    

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MARKWEST ENERGY PARTNERS LP AT COST   10,051,839
    5481.232 SH PIMCO INVESTMENT GRADE AT COST 61,377 58,375
    5049.183 SH PIMCO TOTAL RETURN FUND AT COST 56,631 54,026
    199.697 SH TEMPLETON GLOBAL TOTAL AT COST    
    31 PUT SPDR S&P 500 ETF TR 185 EXP AT COST    
    1200 SH S P D R S&P 500 ETF TR AT COST 252,679 253,368
    50 PUT SPDR S&P 500 ETF TR 198 AT COST 30,879 32,750

    TY 2014 OtherAssetsSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL INCOME TAX 39 755 755


    TY 2014 OtherDecreasesSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 35,631 35,631    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Description Beginning of Year - Book Value End of Year - Book Value
    MARKWEST ENERGY PARTNERS LP BASIS 1,048,053 1,502,643


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE MAGGIEGEORGE FOUNDATION
    EIN: 84-1465773
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 43,940 9,311   34,629