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
ALBERT J BUHRMAN CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6863596
B Telephone number (see instructions)

(314) 418-2643
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$1,057,454
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 31,446 311,015 341
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,283
b Gross sales price for all assets on line 6a 857,637
7 Capital gain net income (from Part IV, line 2)... 87,283
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........ 118,729 398,298 341
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,569 16,712   1,857
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 29,092 623   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 97 97    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,758 17,432 0 2,857
25 Contributions, gifts, grants paid........ 72,246 72,246
26 Total expenses and disbursements. Add lines 24 and 25 121,004 17,432 0 75,103
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,275
b Net investment income (if negative, enter -0-) 380,866
c Adjusted net income (if negative, enter -0-)... 341
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.......... 3,363 15,022 15,022
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)      
b Investments—corporate stock (attach schedule)........ 1,114,824 Click to see attachment1,101,759 1,042,432
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)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,118,187 1,116,781 1,057,454
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......... 1,118,187 1,116,781
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,118,187 1,116,781
31 Total liabilities and net assets/fund balances (see instructions).. 1,118,187 1,116,781
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 1,118,187
2 Enter amount from Part I, line 27a..................... 2 -2,275
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 869
4 Add lines 1, 2, and 3.......................... 4 1,116,781
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,116,781
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 14. ALLERGAN INC   2014-08-19 2014-12-01
b 23. AMERICAN TOWER CORP     2014-12-01
c 23. ANADARKO PETROLEUM CORP     2014-12-01
d 20. ASTRAZENECA P L C SPSD A D R   2014-08-19 2014-12-01
e 71. AUTODESK INC   2013-07-31 2014-12-01
60. BP PLC SPONS A D R   2014-08-19 2014-12-01
55. BEST BUY CO INC   2012-11-29 2014-12-01
16. B H P BILLITON LIMITED A D R   2014-08-19 2014-12-01
35. BOEING CO     2014-12-01
24. BRITISH AMERN TOB PLC ADR   2014-08-19 2014-12-01
31. CVS HEALTH CORPORATION   2014-02-28 2014-12-01
43. CA INC   2014-08-19 2014-12-01
114. CENTURYLINK INC   2014-08-19 2014-12-01
54. CITIGROUP INC   2014-08-19 2014-12-01
53. DOW CHEM CO   2011-12-20 2014-12-01
17. E O G RES INC   2014-02-28 2014-12-01
98. E TRADE FINANCIAL CORP   2014-08-19 2014-12-01
53. ELECTRONIC ARTS INC   2014-08-19 2014-12-01
32. EMERSON ELECTRIC CO   2013-07-31 2014-12-01
78. DELHAIZE GROUP SPONS A D R   2014-08-19 2014-12-01
20. EXXON MOBIL CORP     2014-12-01
52. FIFTH THIRD BANCORP   2013-07-31 2014-12-01
108. FLY LEASING LTD A D R   2014-08-19 2014-12-01
40. FOOT LOCKER INC     2014-12-01
33. GILEAD SCIENCES INC   2012-04-20 2014-12-01
49. GLAXO SMITHKLINE P L C A D R   2014-08-19 2014-12-01
2425.78 GOLDMAN SACHS COMM STRAT INS   2013-08-28 2014-12-01
60. HALLIBURTON CO   2014-08-19 2014-12-01
76. HEWLETT PACKARD CO   2013-10-16 2014-12-01
3352.76 HIGHLAND LONG SHORT EQUITY Z   2014-08-19 2014-12-01
22. ILLINOIS TOOL WORKSINC   2013-06-17 2014-12-01
69. INDUSTRIAS BACHOCO SAB DE CV A D R   2014-08-19 2014-12-01
63. INTERNATIONAL PAPER CO   2013-06-17 2014-12-01
58. J P MORGAN CHASE CO   2012-11-29 2014-12-01
24. KRAFT FOODS GROUP INC   2012-07-25 2014-12-01
39. KROGER CO   2014-08-19 2014-12-01
218. LG DISPLAY CO LTD A D R   2014-08-19 2014-12-01
46. LOWES CO INC   2012-11-29 2014-12-01
31. MACYS INC   2011-06-07 2014-12-01
28. MASTERCARD INC   2011-11-03 2014-12-01
13. MCKESSON CORPORATION   2014-02-28 2014-12-01
28. MEDTRONIC INC   2014-02-28 2014-12-01
100. MICROSOFT CORP   2013-06-17 2014-12-01
13. MOHAWK INDS INC COM   2013-06-17 2014-12-01
34. MONSANTO CO   2013-06-17 2014-12-01
56. MORGAN STANLEY   2013-06-17 2014-12-01
30. MYLAN INC   2014-02-28 2014-12-01
79. NRG ENERGY INC   2012-12-14 2014-12-01
133. NTT DOCOMO INC A D R   2014-08-19 2014-12-01
184. NAVIENT CORP W D     2014-12-01
625.416 NEUBERGER BERMAN GENESIS INSTL FD   2014-08-19 2014-12-01
194. NIPPON TELEGRAPH TELE A D R   2014-08-19 2014-12-01
1554.632 OPPENHEIMER DEVELOPING MARKETS I   2014-08-19 2014-12-01
5. P P G INDS INC   2014-02-28 2014-12-01
27. PETRO CHINA COMPANY LTD A D R   2014-08-19 2014-12-01
110. PFIZER INC     2014-12-01
47. PITNEY BOWES INC   2013-08-28 2014-12-01
17. POLARIS INDS INC     2014-12-01
27. PRUDENTIAL FINANCIAL INC     2014-12-01
1599.024 ROBECO BOSTON PARTNERS L S RSRCH     2014-12-01
15. ROCKWELL AUTOMATION INC   2013-06-17 2014-12-01
558.617 ROWE T PRICE MID-CAP GROWTH FD INC   2014-08-19 2014-12-01
3759.861 T ROWE PRICE INTL BOND FUND   2014-08-19 2014-12-01
1. SLM CORP COM   2012-04-30 2014-12-01
183. SLM CORP COM     2014-12-01
11. SLM CORP COM   2014-08-19 2014-12-01
19. SEMPRA ENERGY   2014-02-28 2014-12-01
201. SILICONWARE PRECISION IND CO A D R   2014-08-19 2014-12-01
161. SMITH NEPHEW P L C A D R   2014-08-19 2014-12-01
81. SOUTHWEST AIRLINES CO   2014-02-28 2014-12-01
62. TEVA PHARMACEUTICAL INDS LTD A D R   2014-08-19 2014-12-01
70. TOTAL SA SPON A D R   2014-08-19 2014-12-01
15. UNITED TECHNOLOGIES CORP   2010-04-08 2014-12-01
153. VERIZON COMMUNICATIONS INC     2014-12-01
91. WELLS FARGO CO   2011-09-29 2014-12-01
21. WESTERN DIGITAL CORP   2014-08-19 2014-12-01
102. XILINX INC   2014-08-19 2014-12-01
103. XEROX CORP   2013-10-16 2014-12-01
54. ZOETIS INC     2014-12-01
53. INVESCO LTD   2014-02-28 2014-12-01
17. SIGNET JEWELERS LTD   2014-08-19 2014-12-01
16. ACE LTD     2014-12-01
47. ROYAL CARIBBEAN CRUISES LTD   2013-06-17 2014-12-01
. AMERICAN INTERNATIONAL GROUP INC     2014-12-04
.5 JARDEN CORP COM   2012-11-29 2014-12-04
82. ARCELORMITTAL NY REGISTERED   2014-12-01 2014-12-10
115. EMC CORPORATION   2014-12-01 2014-12-10
41. GLAXO SMITHKLINE P L C A D R   2014-08-19 2014-12-10
15. HARLEY DAVIDSON INC   2013-10-16 2014-12-10
54. JARDEN CORP COM     2014-12-10
98.136 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2013-10-22 2014-12-10
39.777 NUVEEN REAL ESTATE SECS I   2010-04-19 2014-12-10
15. PHILIPPINE LONG DIST A D R   2014-12-01 2014-12-10
30.441 T ROWE PRICE MID CAP VALUE FD INC   2011-09-29 2014-12-10
37. TATA MOTORS LTD A D R   2014-12-01 2014-12-10
16. EMERSON ELECTRIC CO   2014-08-19 2014-12-17
30. EMERSON ELECTRIC CO     2014-12-17
92. FIFTH THIRD BANCORP   2013-07-31 2014-12-17
26. NATIONAL GRID PLC SP A D R   2014-08-19 2014-12-17
14. OCCIDENTAL PETROLEUM CORPORATION   2009-03-17 2014-12-17
104.97303 MORGAN DEMPSEY SMALL MICRO CAP VALUE   2014-12-01 2014-12-17
77.97997 MORGAN DEMPSEY SMALL MICRO CAP VALUE   2014-12-01 2014-12-17
.4 CALIFORNIA RESOURCES CORP   2009-03-17 2014-12-23
44. MEDTRONIC INC   2014-02-28 2015-01-27
43. MYLAN INC   2014-02-28 2015-02-27
19. ALLERGAN INC   2015-01-01 2015-03-17
.9977 ACTAVIS PLC   2015-03-17 2015-04-01
1. MEDTRONIC INC   1911-11-11 2015-04-15
.0137 GOOGLE INC CL C   2014-12-10 2015-05-06
9. APPLE INC   2012-04-30 2015-06-01
14. APPLE INC   2011-12-20 2015-06-01
16. B T GROUP P L C A D R   2014-12-10 2015-06-01
74. CA INC   2014-08-19 2015-06-01
65. CARNIVAL PLC A D R   2014-12-01 2015-06-01
20. CHINA MOBILE LIMITED A D R   2014-12-01 2015-06-01
64. CITIGROUP INC   2014-08-19 2015-06-01
35. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2014-12-01 2015-06-01
74. COMPANHIA PARANAENSE ENER SP A D R   2014-08-19 2015-06-01
37. COMPUTER SCIENCES CORP   2014-12-01 2015-06-01
72. EMC CORPORATION   2014-12-01 2015-06-01
12. EXXON MOBIL CORP   2011-10-05 2015-06-01
240.458 FEDERATED INST HI YLD BD FD   2014-02-28 2015-06-01
2. GOOGLE INC CL C   2014-12-01 2015-06-01
31. HARLEY DAVIDSON INC   2013-10-16 2015-06-01
110. HEWLETT PACKARD CO     2015-06-01
26. INTERCONTINENTAL HOTELS A D R   2014-08-19 2015-06-01
39. KROGER CO   2014-08-19 2015-06-01
120. LG DISPLAY CO LTD A D R   2014-08-19 2015-06-01
123. MICROSOFT CORP     2015-06-01
72. NRG ENERGY INC   2012-12-14 2015-06-01
34. NIPPON TELEGRAPH TELE A D R   2014-08-19 2015-06-01
88. NOVARTIS AG A D R   2014-08-19 2015-06-01
86. PITNEY BOWES INC     2015-06-01
1292.163 CONGRESS MID CAP GROWTH INS   2014-12-02 2015-06-01
22.084 T ROWE PRICE SMALL CAP STOCK FD 65   2014-12-01 2015-06-01
305.708 T ROWE PRICE MID CAP VALUE FD INC   2011-09-29 2015-06-01
126. SMITH NEPHEW P L C A D R   2014-08-19 2015-06-01
108. SOUTHWEST AIRLINES CO   2014-02-28 2015-06-01
21. STERICYCLE INC COMMON STOCK   2014-12-01 2015-06-01
279. SUMITOMO MITSUI FINL GROUP A D R   2014-08-19 2015-06-01
29. TEVA PHARMACEUTICAL INDS LTD A D R   2014-08-19 2015-06-01
2521.342 LS OPPORTUNITY     2015-06-01
13. VARIAN MED SYS INC COM   2014-12-01 2015-06-01
18. WELLS FARGO CO     2015-06-01
172. XEROX CORP   2013-10-16 2015-06-01
23. LYONDELLBASELL INDUSTRIES CL A   2014-12-01 2015-06-01
.4 SOUTH32 W I A D R   2015-05-29 2015-06-11
1. NORTEL NETWORKS CORP NEW   1911-11-11 2015-06-17
.88 RELX NV SPON A D R   2014-12-01 2015-07-15
1089.554 ABERDEEN FDS EMRGN   2014-12-01 2015-07-21
379.591 ABERDEEN FDS EMRGN     2015-07-21
3750.768 ABERDEEN FDS EMRGN     2015-07-21
15. AMERICAN TOWER CORP   2014-08-19 2015-07-21
16. AMERICAN TOWER CORP   2011-11-03 2015-07-21
34. ANADARKO PETROLEUM CORP     2015-07-21
19. APPLE INC   2012-04-30 2015-07-21
175. BANK OF AMERICA CORP   2015-06-01 2015-07-21
34. BEST BUY CO INC   2014-08-19 2015-07-21
26. BEST BUY CO INC   2012-11-29 2015-07-21
163. BOSTON SCIENTIFIC CORP   2014-12-01 2015-07-21
27. BRITISH AMERN TOB PLC ADR   2014-08-19 2015-07-21
48. BROADCOM CORP CL A   2015-06-01 2015-07-21
26. CIGNA CORP   2015-06-01 2015-07-21
31. CATERPILLAR INC   2015-06-01 2015-07-21
111. CISCO SYSTEMS INC   2015-06-01 2015-07-21
45. DISNEY WALT CO   2014-12-01 2015-07-21
25. DOLLAR TREE INC   2015-06-01 2015-07-21
57. DOW CHEM CO     2015-07-21
12. E O G RES INC   2015-06-01 2015-07-21
25. E O G RES INC   2014-02-28 2015-07-21
123. E TRADE FINANCIAL CORP   2014-08-19 2015-07-21
68. ELECTRONIC ARTS INC   2014-08-19 2015-07-21
126. DELHAIZE GROUP SPONS A D R   2014-08-19 2015-07-21
17. EXXON MOBIL CORP     2015-07-21
75. FLY LEASING LTD A D R   2014-08-19 2015-07-21
36. FOOT LOCKER INC     2015-07-21
28. FRESENIUS MED AKTIENGESELLSCHAFT ADR   2014-08-19 2015-07-21
41. GILEAD SCIENCES INC     2015-07-21
66. HARTFORD FINANCIAL SERVICES GRP INC   2014-12-01 2015-07-21
28. ILLINOIS TOOL WORKSINC   2013-06-17 2015-07-21
16. INTUIT INC   2015-06-01 2015-07-21
67. JARDEN CORP COM     2015-07-21
87. M G M MIRAGE   2015-06-01 2015-07-21
42. MASTERCARD INC     2015-07-21
14. MCKESSON CORPORATION   2014-02-28 2015-07-21
16. MOHAWK INDS INC COM     2015-07-21
81. MORGAN STANLEY   2013-06-17 2015-07-21
53. NTT DOCOMO INC A D R   2014-08-19 2015-07-21
107.548 NUVEEN REAL ESTATE SECS I   2010-04-19 2015-07-21
17. OCCIDENTAL PETROLEUM CORPORATION   2009-03-17 2015-07-21
26. P P G INDS INC   2014-02-28 2015-07-21
15. POLARIS INDS INC     2015-07-21
14. PRUDENTIAL FINANCIAL INC   2014-08-19 2015-07-21
19. PRUDENTIAL FINANCIAL INC     2015-07-21
18. RAYTHEON COMPANY   2014-12-01 2015-07-21
20. RED HAT INC COM   2015-06-01 2015-07-21
21. ROCKWELL AUTOMATION INC     2015-07-21
21.891 T ROWE PRICE SMALL CAP STOCK FD 65   2014-12-01 2015-07-21
250. SLM CORP COM   2014-08-19 2015-07-21
5. SCHLUMBERGER LTD   2011-10-05 2015-07-21
14. SCHLUMBERGER LTD   2004-07-23 2015-07-21
29. SEMPRA ENERGY   2014-02-28 2015-07-21
45. TARGET CORP   2014-12-17 2015-07-21
61. TYSON FOODS INC CL A   2015-06-01 2015-07-21
23. UNITED TECHNOLOGIES CORP     2015-07-21
26. WESTERN DIGITAL CORP   2014-08-19 2015-07-21
20. ZIMMER BIOMET HOLDINGS INC   2014-12-01 2015-07-21
6. ALLERGAN PLC   2015-03-17 2015-07-21
73. INVESCO LTD   2014-02-28 2015-07-21
20. SIGNET JEWELERS LTD   2014-08-19 2015-07-21
7. PERRIGO CO LTD   2014-12-01 2015-07-21
43. MYLAN NV   2015-03-02 2015-07-21
40. ROYAL CARIBBEAN CRUISES LTD   2013-06-17 2015-07-21
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 2,955   2,224 731
b 2,387   1,058 1,329
c 1,809   1,687 122
d 1,479   1,413 66
e 4,305   2,525 1,780
2,377   2,897 -520
2,042   735 1,307
820   1,122 -302
4,643   2,433 2,210
2,809   2,865 -56
2,794   2,278 516
1,331   1,214 117
4,687   4,649 38
2,892   2,694 198
2,548   1,429 1,119
1,476   1,616 -140
2,171   2,129 42
2,287   1,960 327
2,010   1,960 50
1,416   1,379 37
1,855   1,314 541
1,028   1,009 19
1,432   1,605 -173
2,258   1,310 948
3,318   847 2,471
2,298   2,320 -22
10,940   14,264 -3,324
2,477   4,146 -1,669
2,930   1,767 1,163
41,541   41,407 134
2,076   1,560 516
3,760   3,975 -215
3,335   2,887 448
3,486   2,388 1,098
1,437   989 448
2,334   1,965 369
3,353   3,704 -351
2,914   1,650 1,264
1,963   866 1,097
2,454   1,003 1,451
2,716   2,315 401
2,072   1,668 404
4,863   3,490 1,373
1,986   1,483 503
4,034   3,581 453
1,967   1,467 500
1,739   1,669 70
2,445   1,850 595
2,081   2,348 -267
3,876   1,936 1,940
38,057   37,919 138
5,085   6,431 -1,346
58,765   63,584 -4,819
1,101   987 114
2,836   3,796 -960
3,440   1,969 1,471
1,133   794 339
2,628   1,271 1,357
2,268   1,401 867
24,465   21,142 3,323
1,680   1,305 375
45,304   43,315 1,989
34,328   36,771 -2,443
10   5 5
1,768   1,079 689
106   98 8
2,081   1,795 286
1,441   1,445 -4
5,564   5,602 -38
3,295   1,820 1,475
3,528   3,261 267
3,930   4,518 -588
1,650   1,105 545
7,650   7,392 258
4,912   2,285 2,627
2,148   2,101 47
4,621   4,306 315
1,427   1,103 324
2,394   1,737 657
2,140   1,826 314
2,173   1,807 366
1,838   1,030 808
3,403   1,614 1,789
126     126
22   12 10
937   1,002 -65
3,403   3,501 -98
1,777   1,941 -164
1,025   998 27
2,444   1,108 1,336
988   978 10
998   628 370
932   987 -55
982   646 336
1,617   1,688 -71
934   1,023 -89
1,751   1,910 -159
1,778   1,786 -8
1,806   1,908 -102
1,080   726 354
1,352   1,355 -3
1,004   1,007 -3
2   2  
3,386   2,621 765
2,481   2,392 89
4,589   3,018 1,571
294   304 -10
23     23
7   7  
1,176   759 417
1,829   789 1,040
1,081   1,032 49
2,236   2,090 146
3,141   2,783 358
1,325   1,191 134
3,498   3,192 306
2,282   1,904 378
767   1,194 -427
2,520   2,355 165
1,922   2,192 -270
1,024   880 144
2,414   2,496 -82
1,066   1,063 3
1,652   2,062 -410
3,726   2,872 854
1,092   981 111
2,838   1,965 873
1,577   2,039 -462
5,853   4,372 1,481
1,810   1,686 124
1,185   1,127 58
9,074   7,799 1,275
1,883   1,596 287
19,783   19,318 465
1,002   1,012 -10
9,245   6,487 2,758
4,436   4,384 52
3,949   2,427 1,522
2,893   2,731 162
2,558   2,271 287
1,749   1,525 224
31,643   32,748 -1,105
1,119   1,151 -32
1,010   539 471
1,971   1,842 129
2,345   1,762 583
3   3  
25     25
14   14  
14,731   16,006 -1,275
5,132   5,733 -601
50,710   53,302 -2,592
1,449   1,482 -33
1,546   911 635
2,491   2,521 -30
2,486   1,603 883
3,152   2,912 240
1,102   1,041 61
843   348 495
2,869   2,127 742
3,070   3,223 -153
2,540   2,668 -128
3,929   3,742 187
2,545   2,662 -117
3,082   3,260 -178
5,349   4,188 1,161
2,000   1,915 85
2,846   1,662 1,184
929   1,068 -139
1,936   2,376 -440
3,682   2,671 1,011
5,002   2,515 2,487
2,737   2,227 510
1,386   1,427 -41
1,186   1,115 71
2,494   1,431 1,063
1,226   974 252
4,812   1,391 3,421
3,078   2,716 362
2,580   1,985 595
1,697   1,705 -8
3,713   1,525 2,188
1,606   1,714 -108
4,050   1,760 2,290
3,241   2,493 748
3,106   2,084 1,022
3,229   2,121 1,108
1,055   936 119
2,513   1,698 815
1,192   881 311
2,816   2,567 249
2,292   1,273 1,019
1,235   1,253 -18
1,677   1,289 388
1,757   1,918 -161
1,569   1,536 33
2,536   2,023 513
997   1,003 -6
2,405   2,237 168
421   299 122
1,180   446 734
2,911   2,740 171
3,708   3,264 444
2,593   2,574 19
2,346   1,817 529
2,037   2,602 -565
2,159   2,240 -81
1,900   1,830 70
2,780   2,515 265
2,456   2,125 331
1,307   1,113 194
2,877   2,481 396
3,369   1,374 1,995
      13,982
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       731
b       1,329
c       122
d       66
e       1,780
      -520
      1,307
      -302
      2,210
      -56
      516
      117
      38
      198
      1,119
      -140
      42
      327
      50
      37
      541
      19
      -173
      948
      2,471
      -22
      -3,324
      -1,669
      1,163
      134
      516
      -215
      448
      1,098
      448
      369
      -351
      1,264
      1,097
      1,451
      401
      404
      1,373
      503
      453
      500
      70
      595
      -267
      1,940
      138
      -1,346
      -4,819
      114
      -960
      1,471
      339
      1,357
      867
      3,323
      375
      1,989
      -2,443
      5
      689
      8
      286
      -4
      -38
      1,475
      267
      -588
      545
      258
      2,627
      47
      315
      324
      657
      314
      366
      808
      1,789
      126
      10
      -65
      -98
      -164
      27
      1,336
      10
      370
      -55
      336
      -71
      -89
      -159
      -8
      -102
      354
      -3
      -3
       
      765
      89
      1,571
      -10
      23
       
      417
      1,040
      49
      146
      358
      134
      306
      378
      -427
      165
      -270
      144
      -82
      3
      -410
      854
      111
      873
      -462
      1,481
      124
      58
      1,275
      287
      465
      -10
      2,758
      52
      1,522
      162
      287
      224
      -1,105
      -32
      471
      129
      583
       
      25
       
      -1,275
      -601
      -2,592
      -33
      635
      -30
      883
      240
      61
      495
      742
      -153
      -128
      187
      -117
      -178
      1,161
      85
      1,184
      -139
      -440
      1,011
      2,487
      510
      -41
      71
      1,063
      252
      3,421
      362
      595
      -8
      2,188
      -108
      2,290
      748
      1,022
      1,108
      119
      815
      311
      249
      1,019
      -18
      388
      -161
      33
      513
      -6
      168
      122
      734
      171
      444
      19
      529
      -565
      -81
      70
      265
      331
      194
      396
      1,995
       
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 87,283
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 56,979 1,192,464 0.047783
2012 41,348 1,137,379 0.036354
2011 56,920 1,064,918 0.05345
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.137587
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 0.045862
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,121,555
5 Multiply line 4 by line 3....................... 5 51,437
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,809
7 Add lines 5 and 6......................... 7 55,246
8 Enter qualifying distributions from Part XII, line 4.............. 8 75,103
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 3,809
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 3,809
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 3,419
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 390
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
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 0
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 9 390
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletMO
    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
     
     
    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 ofbulletUS BANK NA Telephone no.bullet (314) 418-2643
    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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
     
    No
    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
    US BANK NA TRUSTEE
    0
    18,569    
    PO BOX 387
    ST LOUIS,MO63166
    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
    1,116,779
    b
    Average of monthly cash balances.......................
    1b
    21,856
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,138,635
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,138,635
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    17,080
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,121,555
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    56,078
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    56,078
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    390
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    390
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,688
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    55,688
    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
    55,688
    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
    75,103
    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
    75,103
    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
    3,809
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    71,294
    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 55,688
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 4,542
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 4,542
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 75,103
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 55,688
    e Remaining amount distributed out of corpus 19,415
    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 23,957
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    23,957
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 4,542
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 19,415
    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).)
    NONE
    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.
    NONE
    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
    GREENE COUNTY LIBRARY
    ATTN REGINA COOPER
    PO BOX 760
    SPRINGFIELD,MO65801
    NONE PC EXEMPT PURPOSE 72,246
    Total .................................bullet 3a 72,246
    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 31,446  
    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 87,283  
    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)..   118,729  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13118,729
    (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:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN: 43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 1,000     1,000

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN: 43-6863596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EXXON MOBIL CORP    
    SCHLUMBERGER LTD 5,414 5,786
    WELLS FARGO & CO 2,973 3,637
    APPLE INC 8,229 12,895
    AMERICAN TOWER CORP    
    JP MORGAN CHASE & CO 3,384 4,934
    BEST BUY CO INC    
    OCCIDENTAL PETROLEUM CORP    
    ANADARKO PETROLEUM CORP    
    CITIGROUP INC    
    JARDEN CORP    
    PFIZER INC 3,177 4,489
    UNITED TECHNOLOGIES CORP    
    ACE LTD    
    NEUBERGER BERMAN GENESIS INSTL    
    NUVEEN HIGH INCOME BOND FD 34,269 27,988
    T ROWE PRICE MID CAP VALUE FD 27,635 32,385
    ALLERGAN INC    
    BOEING CO 2,831 2,909
    DOW CHEM CO    
    FIFTH THIRD BANCORP    
    FOOT LOCKER INC    
    MACYS INC 2,605 2,110
    MASTERCARD INC    
    POLARIS INDS INC    
    PRUDENTIAL FINANCIAL INC    
    SLM CORP    
    ABERDEEN FDS EMRGN MKT INSTL    
    NUVEEN REAL ESTATE SECURIT 62,202 68,639
    OPPENHEIMER DEVELOPING MKTS    
    CVS CAREMARK CORP 3,376 3,858
    EMERSON ELEC CO    
    GILEAD SCIENCES INC    
    KRAFT FOODS GROUP INC    
    LOWES CO INC 1,899 3,753
    GLAXO SMITHKLINE PLC ADR 5,072 4,578
    GOLDMAN SACHS COMM STRAT INS 49,512 25,389
    LOOMIS SAYLES STRATEGIC ALPHA    
    AUTODESK INC    
    CA INC    
    CHEVRON CORPORATION 3,185 3,105
    HARLEY DAVIDSON INC    
    HEWLETT PACKARD CO    
    ILLINOIS TOOL WORKS INC    
    INTERNATIONAL PAPER CO    
    MICROSOFT CORP 3,451 4,022
    MOHAWK INDS INC    
    MONSANTO CO 2,446 2,189
    MORGAN STANLEY    
    NRG ENERGY INC    
    PITNEY BOWES INC    
    ROCKWELL AUTOMATION INC    
    XEROX CORP    
    ZOETIS INC    
    ROYAL CARIBBEAN CRUISES LTD    
    ISHARES MSCI EMERGING MKTS ETF 1,015 918
    ROBECO BOSTON PTNRS LS RSRCH 45,048 47,107
    CENTURYLINK INC    
    E O G RES INC    
    E TRADE FINANCIAL CORP    
    ELECTRONIC ARTS    
    HALLIBURTON CO    
    KROGER CO    
    MCKESSON CORPORATION    
    MEDTRONIC INC 4,378 4,294
    MYLAN INC    
    NAVIENT CORP W D    
    P P G INDS INC    
    SEMPRA ENERGY    
    SOUTHWEST AIRLINES CO    
    T ROWE PRICE MID CAP VALUE FD    
    VERITIV CORP 34 39
    VERIZON COMMUNICATIONS    
    WESTERN DIGITAL CORP    
    XILINX INC    
    ASTRAZENECA P L C SPSD A D R 1,073 1,090
    AVIANCA HOLDINGS A D R 3,847 1,034
    B H P BILLITON LIMITED A D R 1,306 560
    BP PLC SPONS A D R    
    BRITISH AMERN TOB PLC 13,684 13,542
    CANON INC SPONS A D R 16,301 14,747
    CHUNGHWA TELECOM CO LTD A D R 8,441 8,330
    CITY TELECOM HK LTD A D R    
    COMPANHIA PARANAENSE    
    DELHAIZE GROUP SPONS A D R 6,304 7,992
    FLY LEASING LTD A D R 6,109 5,655
    FRESENIUS MED CARE 3,219 3,708
    INDUSTRIAS BACHOCO SAB DE CV A 12,557 10,939
    INTERCONTINENTAL HOTELS A D R 1,141 1,071
    INVESCO LTD    
    LG DISPLAY CO LTD A D R    
    MIZUHO FNL GRP A D R 7,476 7,395
    NATIONAL GRID PLC SP A D R 14,234 13,473
    NICE SYS LTD SPONSORED A D R 5,811 7,991
    NIPPON TELEGRAPH TELE A D R 4,177 4,696
    NOVARTIS AG A D R 7,178 6,904
    NTT DOCOMO INC A D R 11,657 12,496
    ORIX CORP SPONS A D R 1,560 1,445
    PETRO CHINA COMPANY LTD A D R    
    REED ELSEVIER    
    SIBANYE GOLD SPON A D R 997 548
    SIGNET JEWELERS LTD    
    SILLCONWARE PRECISION IND CO A    
    SMITH & NEPHEW P L C A D R 1,251 1,187
    SUMLTOMO MITSUI FINL GROUP A D 3,032 2,762
    TEVA PHARMACEUTICAL INDS LTD A 7,680 9,188
    TOTAL SA SPOON A D R    
    TRINITY BIOTECH PLC SPOON A D 1,873 1,054
    WACOAL HOLDINGS CORP A D R 2,564 2,980
    WESTPAC BANKING CORP SP A D R 6,052 4,836
    WNS HOLDINGS LTD ADR 2,979 4,613
    HIGHLAND LONG SHORT EQUITY Z    
    FEDERATED INST HI YLD BD FD 99,298 89,414
    T ROWE PRICE INTL BOND FUND    
    TCW EMERGING MARKETS INCOME FD 73,978 67,168
    VOYA INTERNATIONAL REAL ESTATE 61,750 53,336
    ABBVIE INC 4,117 3,431
    ACCENTURE PLC CL A 2,908 3,109
    ACE LTD 2,687 3,560
    ALPHABET INC CL A 2,161 3,051
    ALPHABET INC CL C 1,595 2,228
    AT&T INC 3,276 3,199
    BARON EMERGING MARKETS INSTITU 42,077 38,255
    BERKSHIRE HATHAWAY INC CL B 10,517 9,520
    BLACKROCK INC 2,108 2,182
    CALIFORNIA RESOURCES CORP 56 49
    CARNIVAL PLC A D R 942 1,148
    CAUSEWAY EMERGING MKTS 70,816 61,964
    COACH INC 7,731 6,989
    COGNIZANT TECH SOLUTIONS CL A 7,066 8,137
    COLGATE PALMOLIVE CO 3,411 3,350
    CONGRESS MID CAP GROWTH INS 32,858 32,804
    CORE LABORATORIES NV 5,544 5,553
    CULLEN FROST BANKERS INC 2,630 2,512
    CUMMINS INC 3,489 2,409
    DISCOVER FINL SVCS 2,664 2,554
    DR REDDYS LABORATORIES LTD A D 2,098 1,733
    EMC CORPORATION 7,617 6,969
    EXPRESS SCRIPTS HLDGS C 7,713 7,864
    FIDELITY NATL INFORMATION SVCS 3,702 3,693
    GENERAL MOTORS CO 2,130 2,534
    GRIFOLS SA A D R 2,045 2,224
    HONDA MOTOR CO LTD A D R 5,304 5,229
    HONEYWELL INTERNATIONAL INC 4,109 4,054
    HONG KONG TELEVISION NE A D R 1,030 549
    ITC HOLDINGS CORP 1,960 2,139
    KINDER MORGAN INC 3,139 2,074
    LKQ CORP 4,131 4,217
    M T BANK CORP 6,831 6,893
    MARSH MCLENNAN COS INC 2,801 2,654
    MCCORMICK CO NON VTG SHRS 2,402 2,578
    MEAD JOHNSON NUTRITION CO 5,385 4,352
    MELCO CROWN ENTERTAINMENT LMTD 2,181 1,771
    MINDRAY MEDICAL INTL A D R 1,803 1,770
    MORGAN DEMPSEY SMALL MICRO CAP 17,183 15,999
    NATIONAL OILWELL VARCO INC 7,931 5,228
    NESTLE SA SPONSORED A D R 3,949 3,845
    NETEASE INC A D R 1,310 1,500
    NEUBERGER BERMAN LONG SH INS 25,418 24,511
    NEXTERA ENERGY INC 3,470 3,395
    NIELSEN HOLDINGS PLC 2,768 2,847
    NOVO NORDISK AS A D R 2,947 2,803
    PACKAGING CORP AMERICA 2,632 2,720
    PEARSON P L C A D R 2,023 1,258
    PEPSICO INC 3,491 3,606
    PERRIGO CO PLC 2,385 2,241
    PHILIPS 66 3,348 3,753
    PRAXAIR INC 2,080 2,030
    QUALCOMM INC 12,166 8,489
    RELX NV SPON A D R 7,178 7,953
    SANOFI A D R 4,210 3,847
    SOUTH32 LTD A D R 67 34
    STERICYCLE INC 3,803 3,501
    T ROWE PRICE SC STOCK 17,258 17,046
    THE PRICELINE GROUP INC 4,591 4,995
    TIME WARNER CABLE INC 4,331 4,250
    TOYOTA MTR CORP A D R 6,306 5,972
    UNION PACIFIC CORP 3,456 2,938
    UNITED HEALTH GROUP INC 4,699 4,396
    V F CORP 3,836 3,364
    VARIAN MED SYS INC 2,922 2,666
    VERISK ANALYTICS INC CL A 4,011 4,797
    VISA INC 4,632 5,531
    WHIRLPOOL CORP 2,660 2,438

    TY 2014 OtherExpensesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN: 43-6863596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 97 97   0


    TY 2014 OtherIncreasesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN: 43-6863596
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN: 43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES - PY LIABILITY 20,703 0   0
    FOREIGN TAXES 623 623   0
    STATE TAXES 7,766 0   0