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
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)175 FEDERAL STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021102289
A Employer identification number

31-6034059
B Telephone number (see instructions)

(412) 762-2950
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$6,790,562J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 152,737 152,737  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 332,606
b Gross sales price for all assets on line 6a 1,078,343
7 Capital gain net income (from Part IV, line 2)... 332,606
8 Net short-term capital gain......... 0
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........ 485,343 485,343  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 12,400 0 0 12,400
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 3,015 0 0 3,015
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 40,124 39,465   659
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,823 1,175   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,565 0 0 2,565
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 939 690   249
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,866 41,330 0 18,888
25 Contributions, gifts, grants paid........ 373,230 373,230
26 Total expenses and disbursements. Add lines 24 and 25 439,096 41,330 0 392,118
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 46,247
b Net investment income (if negative, enter -0-) 444,013
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 359,655 375,668 375,668
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 541,363 Click to see attachment592,598 589,576
b Investments—corporate stock (attach schedule)........ 2,512,530 Click to see attachment2,417,525 4,334,463
c Investments—corporate bonds (attach schedule)........ 395,167 Click to see attachment426,309 448,093
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 935,571 Click to see attachment905,638 1,042,762
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,744,286 4,717,738 6,790,562
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......... 4,743,315 4,716,767
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 971 971
30 Total net assets or fund balances (see instructions)...... 4,744,286 4,717,738
31 Total liabilities and net assets/fund balances (see instructions).. 4,744,286 4,717,738
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 4,744,286
2 Enter amount from Part I, line 27a..................... 2 46,247
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,790,533
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 72,795
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,717,738
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 1. BECKMAN COULTER INC MERGED 6/30/11 @ $83.50 P/S   2001-01-01 2014-11-18
b 1. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101   2001-01-01 2014-11-18
c 700. ALTRIA GROUP INC   1989-12-12 2015-01-06
d 500. AMPHENOL CORP NEW CL A   2007-09-24 2015-01-06
e 45. BLACKROCK INC   2013-07-26 2015-01-06
250. MASTERCARD INC CL A   2013-07-26 2015-01-06
200. QUALCOMM   2010-06-28 2015-01-06
230. UNITEDHEALTH GROUP INC COM   2013-10-17 2015-01-06
370. COVIDIEN PLC MERGED 01/27/15 @ $35.19 P/S     2015-01-06
1. VERITAS SOFTWARE CORP COM   2000-12-31 2015-01-12
150. ECOLAB INC     2015-01-21
225. J P MORGAN CHASE & CO COM   2013-05-24 2015-01-21
200. ACCENTURE PLC CLASS A ISIN IE00B4BNMY34 SEDOL B4BNMY3   2013-05-17 2015-01-21
287. NOW INC     2015-01-27
1355. COVIDIEN PLC MERGED 01/27/15 @ $35.19 P/S     2015-01-27
.38 MEDTRONIC PLC   2015-01-27 2015-02-04
100000. FEDERAL HOME LOAN BANK STRUCT NTS CALL 05/23/14 @ 100.0   2013-05-31 2015-02-23
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2015-03-11
100. MCDONALDS CORP COM   2013-05-03 2015-03-18
200. STARBUCKS CORP COM     2015-03-18
105000. UNITED TECHNOLOGIES CORP NOTES     2015-05-01
.082 GOOGLE INC-CL C NAME CHANGE 10/02/2015   2009-05-08 2015-05-05
300. CELGENE CORP     2015-05-18
200. EXXON MOBIL CORP   2013-03-05 2015-05-18
100. SIMON PROPERTY GROUP INC     2015-05-18
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2015-06-11
425. ROBERT HALF INTERNATIONAL INC   2013-07-26 2015-07-08
330. WP GLIMCHER INC     2015-07-10
465. ECOLAB INC     2015-07-16
1300. MICROCHIP TECHNOLOGY INC     2015-07-16
90. DANAHER CORP   2014-01-07 2015-07-30
60. GENERAL MILLS INC COM   2014-06-06 2015-07-30
250. NESTLE S A SPONSORED ADR REPSTG REG SH   2013-03-05 2015-07-30
250. STATE STR CORP COM   2013-08-22 2015-07-30
1050. MICROCHIP TECHNOLOGY INC     2015-08-04
33000. AT&T INC SR NTS   2013-12-26 2015-08-15
1. BANK OF AMERICA CORP   2001-01-01 2015-08-27
875. V-F CORP     2015-09-04
75000. FEDERAL NATL MTG ASSN STRUCT NTS CALL 06/13/15 @ 100.0   2015-05-20 2015-09-13
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2015-09-28
1. NORTEL NETWORK CORPORATION   2001-01-01 2015-10-28
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2     2
b 84     84
c 34,496   2,298 32,198
d 26,085   9,481 16,604
e 15,425   12,831 2,594
20,855   14,970 5,885
14,690   6,820 7,870
22,859   16,531 6,328
37,873   21,531 16,342
15     15
15,488   14,476 1,012
12,579   12,057 522
17,590   16,339 1,251
6,676   3,973 2,703
144,985   50,536 94,449
28   29 -1
100,000   98,750 1,250
29     29
9,579   10,284 -705
18,758   14,493 4,265
105,000   99,829 5,171
44   17 27
34,987   6,883 28,104
17,398   17,924 -526
18,505   3,268 15,237
84     84
23,414   15,357 8,057
4,613   1,176 3,437
53,333   41,828 11,505
57,448   47,804 9,644
8,256   6,873 1,383
3,474   3,322 152
18,795   17,708 1,087
19,185   17,280 1,905
44,217   36,035 8,182
33,000   33,000  
638     638
61,695   17,083 44,612
75,000   74,951 49
1,134     1,134
26     26
      1
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       2
b       84
c       32,198
d       16,604
e       2,594
      5,885
      7,870
      6,328
      16,342
      15
      1,012
      522
      1,251
      2,703
      94,449
      -1
      1,250
      29
      -705
      4,265
      5,171
      27
      28,104
      -526
      15,237
      84
      8,057
      3,437
      11,505
      9,644
      1,383
      152
      1,087
      1,905
      8,182
       
      638
      44,612
      49
      1,134
      26
       
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 2 332,606
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 319,237 6,429,722 0.04965
2012 308,492 6,037,870 0.051093
2011 301,679 5,872,725 0.05137
2010 282,358 6,060,546 0.04659
2009 297,525 5,601,857 0.053112
2 Total of line 1, column (d) ...................... 2 0.251815
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 0.050363
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 6,670,469
5 Multiply line 4 by line 3....................... 5 335,945
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,440
7 Add lines 5 and 6......................... 7 340,385
8 Enter qualifying distributions from Part XII, line 4.............. 8 392,118
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 4,440
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,440
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,440
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,944
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,944
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 2,504
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,220 RefundedBullet 11 284
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
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-2950
    Located atbullet620 LIBERTY AVENUE 10TH FLPITTSBURGHPA ZIP+4bullet15222
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN L CAMPBELL TRUSTEE
    1     		0    
    201 EAST 5TH STREET SUITE 800
    CINCINNATI,OH45202
    GRENVILLE ANDERSON TREASURER
    1     		0    
    148 COMMONWEALTH AVE UNIT 201
    BOSTON,MA02116
    MICHAEL A COOMBE VICE PRESIDENT
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    JAMES A MYERS EXECUTIVE COMMITTEE
    1     		0    
    5324 ADVANCE MILLS ROAD
    EARLYSVILLE,VA22936
    WILLIAM P ANDERSON PRESIDENT
    1     		0    
    6 BARAKET LANE
    SHERBORN,MA01770
    POLLY W WHITTAKER TRUSTEE
    1     		0    
    2497 GRANDIN ROAD
    CINCINNATI,OH45208
    TUCKER J COOMBE SECRETARY
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    WILLIAM CLAFIN VICE PRESIDENT
    1     		0    
    11 KINGSBORO PARK
    JAMAICA PLAIN,MA02130
    DAVID WHITTAKER TRUSTEE
    1     		0    
    3492 FORESTOAK COURT
    CINCINNATI,OH45208
    PHYLLIS C WAHL ADMINISTRATOR
    1     		0    
    11520 SYMMES GATE LANE
    CINCINNATI,OH45249
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    6,772,050
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,772,050
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,772,050
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    101,581
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,670,469
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    333,523
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    333,523
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,440
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,440
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    329,083
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    329,083
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    329,083
    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
    392,118
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    392,118
    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
    4,440
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    387,678
    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 7 329,083
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 76,212
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 392,118
    a Applied to 2013, but not more than line 2a 76,212
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 315,906
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		13,177
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    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 e-mail address of the person to whom applications should be addressed:
    PHYLLIS WAHL
    PO BOX 1198
    CINCINNATI,OH452739631
    (513) 324-5737
    WAHL.ANDERSONFDN@FUSE.NET
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT MUST SUBMIT COMPLETED WILLIAM P ANDERSON FOUNDATION GRANT APPLICATION AND A COPY OF APPLICANT'S IRS 501(C)(3) TAX EXEMPTION LETTER. SEE APPLICATION GUIDELINES.
    cAny submission deadlines:
    OCTOBER 1 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE APPLICATION GUIDELINES.
    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
    COVINGTON LADIES HOME
    702 GARRARD STREET
    COVINGTON,KY41011     		NONE PC 2015 PERSONAL CARE PROGRAM 5,000
    CONSTELLA FESTIVAL
    1201 EDGECLIFF PLACE 1103
    CINCINNATI,OH45206     		NONE PC EDUCATIONAL PERFORMANCE 5,000
    CINCINNATI NATURE CENTER
    4949 TEALTOWN ROAD
    MILFORD,OH45150     		NONE PC NATURE SPARKS SCHOOL 5,000
    ADDICTION SERVICES COUNCIL
    2828 VERNON PLACE
    CINCINNATI,OH45219     		NONE PC ADDICTION HOTLINE SERVICE 7,500
    BEACON ACADEMY
    477 LONGWOOD AVENUE
    BOSTON,MA02215     		NONE PC BOOKS FOR ENGLISH CLASS 3,200
    BIG BROTHERS BIG SISTERS OF GREATER
    CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC SITE BASED MENTORING 5,000
    CAMP JOY
    10117 OLD 3-C HIGHWAY
    CLARKSVILLE,OH45113     		NONE PC FOSTERING SUCCESS PROGRAM 12,000
    CHATFIELD COLLEGE
    20918 STATE ROUTE 251
    FAYETTEVILLE,OH45118     		NONE PC CAPITAL CAMPAIGN 7,500
    CHILDREN'S HOME OF CINCINNATI
    5050 MADISON RD
    CINCINNATI,OH45227     		NONE PC CAMP-I-CAN 10,000
    CENTER FOR THE CHEMICAL ADDICTIONS
    840 EZZARD CHARLES DRIVE
    CINCINNATI,OH45214     		NONE PC HELPING OUR TINEST ADDICTS 5,000
    CHRIST CHURCH CATHEDRAL
    318 EAST FOURTH STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 1,000
    CINCINNATI ASSOCIATION FOR THE BLIND
    AND VISUALLY IMPAIRED
    2045 GILBERT AVE
    CINCINNATI,OH45202     		NONE PC RADIO READING SERVICES 3,000
    CINCINNATI OBSERVATORY
    3489 OBSERVATORY PLACE
    CINCINNATI,OH45208     		NONE PC ASTRONOMY IN ACTION 3,000
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH45202     		NONE PC CSC EDUCATION PROGRAM 3,500
    CANCER SUPPORT COMMUNITY
    4918 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC CHILDREN'S CANCER SUPPORT 3,000
    CINCINNATI THERAPEUTIC RIDING &
    HORSEMANSHIP
    1342 STATE ROUTE 50
    MILFORD,OH45051     		NONE PC RIDERSHIPS FOR CHILDREN W/ 5,330
    CINCINNATI WORKS
    708 WALNUT STREET FLOOR 2
    CINCINNATI,OH45202     		NONE PC JOB READINESS 5,000
    LITERACY NETWORK OF GREATER CINCINNATI
    635 WEST 7TH STREET
    CINCINNATI,OH45203     		NONE PC CHILDREN'S LITERACY 3,500
    DRESS FOR SUCCESS
    205 WEST FOURTH STREET SUITE 900
    CINCINNATI,OH45202     		NONE PC MOBILE CAREER 5,000
    EAST END ADULT EDUCATION CENTER
    4015 EASTERN AVE - PO BOX 26095
    CINCINNATI,OH45226     		NONE PC GENERAL SUPPORT 5,000
    ENSEMBLE THEATRE OF CINCINNATI
    1127 VINE ST
    CINCINNATI,OH45202     		NONE PC EDUCATIONAL OUTREACH 5,000
    THE HILLSIDE TRUST
    710 TUSCULUM AVENUE
    CINCINNATI,OH45226     		NONE PC IN MEMORY OF HARRY A 10,000
    FERNSIDE
    4360 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC GRIEF SUPPORT GROUPS & 5,000
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC POWER PACK PROGRAM 12,000
    CINCINNATI SQUASH COMPANY
    1308 RACE STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 5,000
    ELEMENTZ
    1100 RACE STREET
    CINCINNATI,OH45202     		NONE PC ART COLLEGE PREP FOR LOW 5,000
    DEPAUL CRISTO REY HIGH SCHOOL
    1133 CLIFTON HILLS AVENUE
    CINCINNATI,OH45220     		NONE PC FINE ARTS PROGRAM 5,000
    HEARING SPEECH AND DEAF CENTER
    OF GREATER CINCINNATI
    2825 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC CONNECTIONS FOR LIFE 5,000
    HULL LIFESAVING MUSEUM
    1117 NANTASKET AVE - PO BOX 221
    HULL,MA02045     		NONE PC MARITIME APPRENTICESHIP 2,000
    IMAGO FOR THE EARTH
    700 ENRIGHT AVENUE
    CINCINNATI,OH45205     		NONE PC CONNECTING URBAN YOUTH TO 5,000
    INTER PARISH MINISTRY
    3509 DEBOLT ROAD
    CINCINNATI,OH45244     		NONE PC CHOICE FOOD PANTRY & 6,000
    INTERFAITH HOSPITALITY NETWORK
    OF GREATER CINCINNATI
    990 NASSAU STREET
    CINCINNATI,OH45206     		NONE PC EMERGENCY SHELTER PROGRAM 5,000
    LEGAL AID SOCIETY OF GREATER CINCINNATI
    215 E NINTH STREET SUITE 200
    CINCINNATI,OH45202     		NONE PC CHILD HELP: MECIAL-LEGAL 7,500
    MAINE AUDUBON SOCIETY
    20 GILSLAND FARM ROAD
    FALMOUTH,ME04105     		NONE PC GENERAL SUPPORT 1,000
    MASS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE PC BROADMOOR WILDLIFE 1,000
    MEAC
    4600 ERIE AVE
    CINCINNATI,OH45227     		NONE PC GENERAL SUPPORT 7,000
    MERCY NEIGHBORHOOD MINISTRIES INC
    1602 MADISON ROAD
    CINCINNATI,OH45206     		NONE PC LOW INCOME SENIORS LIVING 7,000
    NEW LIFE FURNITURE
    11431 WILLIAMSON ROAD UNIT D
    CINCINNATI,OH45241     		NONE PC GENERAL SUPPORT 5,000
    OHIO VALLEY VOICES
    6642 BRANCH HILL-GUINEA PIKE
    LOVELAND,OH45140     		NONE PC GENERAL SUPPORT 3,000
    ONE WAY FARM
    PO BOX 18637
    FAIRFIELD,OH45018     		NONE PC GENERAL SUPPORT 5,000
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PC KIDS CLUB PROGRAM 7,000
    OVER-THE-RHINE KITCHEN WALNUT HILLS
    KITCHEN & PANTRY
    PO BOX 6045
    CINCINNATI,OH45206     		NONE PC AGENCY IMPROVEMENTS & 5,000
    VISITING NURSE ASSOCIATION
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC HOME HEALTH & PERSONAL CARE 5,000
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC CASA UNIVERSITY 10,000
    PURCELL MARIAN HIGH SCHOOL
    2935 HACKBERRY ST
    CINCINNATI,OH45206     		NONE PC LAVATUS POWELL URBAN 7,200
    SAMARITANS INC
    41 WEST STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PC YOUTH SUICIDE PREVENTION 4,000
    STEPPING STONES CENTER
    5650 GIVEN ROAD
    CINCINNATI,OH45243     		NONE PC SAT CLUBS FOR CHILD/YOUNG 5,000
    SUMMER STARS CAMP FOR THE PERFORMING
    ARTS
    132 HIGH STREET
    NORWELL,MA02061     		NONE PC GENERAL SUPPORT 15,000
    VISIONARIES & VOICES
    3841 SPRING GROVE AVENUE
    CINCINNATI,OH45223     		NONE PC STUDIO ART SUPPLIES & 3,000
    THE ITALIAN HOME FOR CHILDREN
    1125 CENTRE STREET
    JAMAICA PLAIN,MA02130     		NONE PC TECHNOLOGY UPDATE 5,000
    THE JETT FOUNDATION
    68 EVERGREEN STREET SUITE 1
    KINGSTON,MA02364     		NONE PC DUCHENNE ALLIANCE 2,000
    TRI-STATE BLEEDING DISORDER FOUNDATION
    635 WEST 7TH STREET SUITE 407
    CINCINNATI,OH45203     		NONE PC CAMP NJOYITALL 4,000
    WELCOME HOUSE OF N KY INC
    205 W PIKE ST
    COVINGTON,KY41011     		NONE PC EMER. SHELTER FOR WOMEN & 4,000
    ART ACADEMY OF CINCINNATI
    1212 JACKSON STREET
    CINCINNATI,OH45202     		NONE PC SMARTART AFTER-SCHOOL 5,000
    BOSTON'S HOMELESS FRIENDS OF
    12 WISE STREET
    BOSTON,MA02130     		NONE PC THE FARM AT BOSTON'S LONG 4,500
    BOY SCOUTS OF AMERICA - DAN BEARD
    10078 READING ROAD
    CINCINNATI,OH45241     		NONE PC SCOUTREACH 5,000
    CANCER FAMILY CARE
    2421 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC CTR FOR INDIVIDUAL & FAMILY 5,000
    CARACOLE
    4138 HAMILTON AVENUE
    CINCINNATI,OH45223     		NONE PC TRANSITIONAL HOUSE/OFFICE 5,000
    THE CARNEGIE
    1028 SCOTT BOULEVARD
    COVINGTON,KY41011     		NONE PC ARTS INTEGRATION PROGRAMS 4,000
    CITY GOSPEL MISSION
    1947 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC JOBPLUS: EMPLOYMENT 5,000
    ECONOMICS CENTER
    225 CALHOUN STREET SUITE 370
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 5,000
    EDUCATION MATTERS
    2104 ST MICHAEL SCHOOL
    CINCINNATI,OH45204     		NONE PC EDUCATION FORWARD 5,000
    FAMILIES FORWARD
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC CARSON ELEMENTARY 5,000
    KENTUCKY SYMPHONY ORCHESTRA
    PO BOX 72810
    NEWPORT,KY41072     		NONE PC EDUCATION OUTREACH SERIES 5,000
    MILFORD MIAMI MINISTRY
    844 STATE ROUTE 131
    MILFORD,OH45150     		NONE PC GENERAL SUPPORT 2,500
    MINDPEACE
    5642 HAMILTON AVENUE
    CINCINNATI,OH45224     		NONE PC GENERAL SUPPORT 4,000
    MUSIC RESOURCE CENTER
    3032 WOODBURN AVENUE
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 3,000
    OVER-THE-RHINE FOUNDATION
    1225 ELM STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 5,000
    PLANNED PARENTHOOD
    2314 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 8,000
    ST ALOYSIUS
    4721 READING ROAD
    CINCINNATI,OH45237     		NONE PC ECIIPP PROGRAM 5,000
    UNIVERSITY OF CINCINNATI FOUNDATION
    PO BOX 19970
    CINCINNATI,OH45219     		NONE PC LOOKING EAST EXHIBIT 2,000
    BEECH ACRES PARENTING CENTER
    6881 BEECHMONT AVENUE
    CINCINNATI,OH45230     		NONE PC KINDERGARTEN READINESS 5,000
    Total .................................bullet 3a 373,230
    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 ............     		         
    4 Dividends and interest from securities....     14 152,737  
    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 .............     		    18 332,606  
    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)..   485,343  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13485,343
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Statement:
    THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ON-LINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT WWW .OHIOATTORNEYGENERAL.GOV.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 426,309 448,093

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,417,525 4,334,463

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    US Government Securities - End of Year Book Value:

    592,598
    US Government Securities - End of Year Fair Market Value:

    589,576
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED AT COST 296,186 291,807
    MUTUAL FUNDS - EQUITY AT COST 609,452 750,955

    TY 2014 LegalFeesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 3,015     3,015


    TY 2014 OtherDecreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Description Amount
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    OFFICE EXPENSES 49 0   49
    TRANSACTION CHARGES 660 660   0
    PROCESSING FEES AND ADR SERVIC 30 30   0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 33,536 33,536    
    PNC TRUSTEE FEES 6,588 5,929   659


    TY 2014 TaxesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN: 31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,175 1,175   0
    FEDERAL ESTIMATES - PRINCIPAL 5,648 0   0