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
ELLIOTT FOUNDATION
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2210 EAST JACKSON BLVD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ELKHART, IN46516
A Employer identification number

35-6021398
B Telephone number (see instructions)

(574) 862-7575
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$101,987
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...... 3,146 3,146 3,146
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,088
b Gross sales price for all assets on line 6a 113,404
7 Capital gain net income (from Part IV, line 2)... 14,088
8 Net short-term capital gain......... 2,418
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........ 17,234 17,234 5,564
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,155 2,155    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 63      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 772 772    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,990 2,927   0
25 Contributions, gifts, grants paid........ 4,100 4,100
26 Total expenses and disbursements. Add lines 24 and 25 7,090 2,927   4,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,144
b Net investment income (if negative, enter -0-) 14,307
c Adjusted net income (if negative, enter -0-)... 5,564
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............... 2,026 1,134 1,134
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 24,408 Click to see attachment72,159 69,574
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)........... 68,042 Click to see attachment33,600 31,279
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) 94,476 106,893 101,987
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................... 94,476 106,893
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 94,476 106,893
31 Total liabilities and net assets/fund balances (see instructions).. 94,476 106,893
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 94,476
2 Enter amount from Part I, line 27a..................... 2 10,144
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,273
4 Add lines 1, 2, and 3.......................... 4 106,893
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 106,893
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 AMAZON COM INC P 2014-05-27 2015-04-27
b FREEPORT-MCMORAN INC P 2014-05-27 2015-04-27
c SCHLUMBERGER LTD P 2014-05-27 2015-04-27
d ISHARES IBOXX HGH ETF P 2010-11-11 2015-04-27
e ISHARES U.S. ENERGY ETF P 2007-11-08 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2010-11-11 2015-04-27
ISHARES MSCI PAC EX ETF P 2012-12-03 2015-04-27
NUCOR CORP P 2012-12-03 2015-04-27
SILVER WHEATON CORP P 2013-11-05 2015-04-27
VANGUARD SHRT TRM CP ETF P 2013-03-21 2015-04-27
BP PLC SPONS ADR P 2014-05-27 2015-04-27
GOOGLE INC CL A P 2014-05-27 2015-04-27
UNION PACIFIC CORP P 2014-05-27 2015-04-27
ISHARES IBOXX HGH ETF P 2011-03-22 2015-04-27
ISHARES U.S. ENERGY ETF P 2007-12-20 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2011-07-12 2015-04-27
ISHARES MSCI PAC EX ETF P 2013-11-05 2015-04-27
PWRSHRS FNCL PRD PRT ETF P 2013-03-21 2015-04-27
SPDR S&P CHINA ETF P 2009-07-23 2015-04-27
VERIZON COMMUNICATIONS P 2011-03-22 2015-04-27
BLACKROCK INC P 2014-05-27 2015-04-27
HALLIBURTON COMPANY P 2014-05-27 2015-04-27
VANGUARD SHRT TRM CP ETF P 2014-05-27 2015-04-27
FREEPORT-MCMORAN INC P 2012-12-03 2015-04-27
ISHARES U.S. ENERGY ETF P 2008-11-03 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2012-03-30 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2009-02-20 2015-04-27
PWRSHR PREFERED PORT ETF P 2009-07-23 2015-04-27
SPDR S&P CHINA ETF P 2010-04-08 2015-04-27
WISDOMTREE INDIA ETF P 2009-07-23 2015-04-27
BOEING CO P 2014-05-27 2015-04-27
HONEYWELL INTERNATIONAL P 2014-05-27 2015-04-27
WELLS FARGO COMPANY P 2014-05-27 2015-04-27
FREEPORT-MCMORAN INC P 2013-03-21 2015-04-27
ISHARES U.S. ENERGY ETF P 2009-02-20 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2013-11-05 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2009-07-10 2015-04-27
PWRSHR PREFERED PORT ETF P 2010-04-08 2015-04-27
SPDR S&P CHINA ETF P 2011-03-22 2015-04-27
WISDOMTREE INDIA ETF P 2011-03-22 2015-04-27
BRISTOL MYERS SQUIBB P 2014-05-27 2015-04-27
ISHS U.S. PREFRD STK ETF P 2014-12-16 2015-04-27
WISDOMTREE DREYFUS ETF P 2014-05-27 2015-04-27
HOME DEPOT INC P 2012-12-03 2015-04-27
ISHARES U.S. ENERGY ETF P 2009-07-23 2015-04-27
ISHARES GLOBAL TECH ETF P 2008-03-20 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2010-07-12 2015-04-27
PWRSHR PREFERED PORT ETF P 2010-11-11 2015-04-27
SPDR S&P CHINA ETF P 2013-11-05 2015-04-27
WISDOMTREE INDIA ETF P 2013-03-21 2015-04-27
CVS HEALTH CORP P 2014-05-27 2015-04-27
ISHS U.S. PREFRD STK ETF P 2014-12-16 2015-04-27
PIMCO 0-5 YEAR H/Y CORP BOND P 2014-05-27 2014-12-16
ISHS RUSSL 2000GRWTH ETF P 2007-12-20 2015-04-27
ISHARES U.S. ENERGY ETF P 2009-12-31 2015-04-27
ISHARES GLOBAL TECH ETF P 2008-11-03 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2010-11-11 2015-04-27
PWRSHR PREFERED PORT ETF P 2011-03-22 2015-04-27
SPDR DJ WLSHRE INTL ETF P 2012-12-03 2015-04-27
WISDOMTREE INDIA ETF P 2013-11-05 2015-04-27
CHEVRON CORPORATION P 2014-05-27 2015-04-27
KRAFT FOODS GRP INC P 2014-05-27 2015-04-27
SPDR BARCAP SHRT TERM HI YIELD P 2014-05-27 2014-12-16
ISHS RUSSL 2000GRWTH ETF P 2008-03-20 2015-04-27
ISHARES U.S. ENERGY ETF P 2010-04-08 2015-04-27
ISHARES GLOBAL TECH ETF P 2009-02-20 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2011-12-30 2015-04-27
PWRSHR PREFERED PORT ETF P 2013-03-21 2015-04-27
SPDR DJ WLSHRE INTL ETF P 2013-03-21 2015-04-27
WISDOMTREE DREYFUS ETF P 2013-03-21 2015-04-27
DISNEY WALT COMPANY P 2014-05-27 2015-04-27
LEGGETT & PLATT INC P 2015-04-27 2015-07-24
SPDR GOLD TR GOLD SHS P 2014-05-27 2014-11-13
ISHS RUSSL 2000GRWTH ETF P 2008-11-03 2015-04-27
ISHARES U.S. ENERGY ETF P 2010-11-11 2015-04-27
ISHARES GLOBAL TECH ETF P 2010-11-11 2015-04-27
ISHS RUSSL 2000 VAL ETF P 2013-11-05 2015-04-27
PWRSHR PREFERED PORT ETF P 2013-11-05 2015-04-27
SPDR DJ WLSHRE INTL ETF P 2013-11-05 2015-04-27
WISDOMTREE DREYFUS ETF P 2013-11-05 2015-04-27
EATON CORP PLC P 2014-05-27 2015-04-27
ELI LILLY & CO P 2015-04-27 2015-08-27
SPDR GOLD TR GOLD SHS P 2014-05-27 2014-12-11
ISHS RUSSL 2000GRWTH ETF P 2009-02-20 2015-04-27
ISHARES U.S. ENERGY ETF P 2012-06-26 2015-04-27
ISHARES GLOBAL TECH ETF P 2012-06-28 2015-04-27
ISHARES RUSSL M/CAP ETF P 2008-03-20 2015-04-27
QUALCOMM INC P 2010-11-11 2015-04-27
SPDR S&P EMERGING AS ETF P 2012-12-03 2015-04-27
SPDR BARCAP SHRT TERM HI YIELD P 2012-12-03 2014-12-16
EMERSON ELECTRIC CO P 2014-05-27 2015-04-27
NIKE INC CLASS B P 2014-05-27 2015-04-27
ABBOTT LABORATORIES P 2012-12-03 2015-04-27
ISHS RUSSL 2000GRWTH ETF P 2013-11-05 2015-04-27
ISHARES U.S. ENERGY ETF P 2013-11-05 2015-04-27
ISHARES GLOBAL TECH ETF P 2013-11-05 2015-04-27
ISHARES RUSSL M/CAP ETF P 2008-11-03 2015-04-27
QUALCOMM INC P 2011-03-22 2015-04-27
SPDR S&P EMERGING AS ETF P 2013-11-05 2015-04-27
ENERGY TRANSFER PARTNERS P 2014-05-27 2015-04-27
ONEOK INC NEW P 2015-04-27 2015-07-10
ABBOTT LABORATORIES P 2013-03-21 2015-04-27
ISHARES MSCI NZ CPD ETF P 2012-12-03 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2008-03-20 2015-04-27
ISHARES MSCI AUSTRLA ETF P 2012-12-03 2015-04-27
ISHARES RUSSL M/CAP ETF P 2010-09-30 2015-04-27
MATERIALS SECTOR SP ETF P 2009-07-23 2015-04-27
STARBUCKS CORP P 2011-01-24 2015-04-27
ENERGY TRANSFER EQTY LP P 2014-05-27 2015-04-27
PEPSICO INCORPORATED P 2014-05-27 2015-04-27
APPLE INC P 2013-03-21 2015-04-27
ISHARES MSCI NZ CPD ETF P 2013-11-05 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2008-11-03 2015-04-27
ISHARES MSCI AUSTRLA ETF P 2013-11-05 2015-04-27
ISHARES RUSSL M/CAP ETF P 2013-11-05 2015-04-27
MATERIALS SECTOR SP ETF P 2010-11-11 2015-04-27
STARBUCKS CORP P 2011-03-22 2015-04-27
EOG RESOURCES INC P 2014-05-27 2015-04-27
PWRSHRS FNCL PRD PRT ETF P 2014-05-27 2015-04-27
DU PNT EI DE NEMOURS &CO P 2011-03-22 2015-04-27
ISHARES MSCI EAFE ETF P 2012-12-03 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2009-07-10 2015-04-27
ISHARES MSCI BRAZIL ETF P 2009-07-23 2015-04-27
JOHNSON & JOHNSON P 2012-12-03 2015-04-27
MATERIALS SECTOR SP ETF P 2013-11-05 2015-04-27
SPDR GOLD TRUST ETF P 2012-12-03 2015-04-27
FACEBOOK INC CLASS A P 2014-05-27 2015-04-27
PWRSHRS FNCL PRD PRT ETF P 2014-12-16 2015-04-27
DU PNT EI DE NEMOURS &CO P 2012-12-03 2015-04-27
ISHARES MSCI EAFE ETF P 2013-11-05 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2009-12-31 2015-04-27
ISHARES MSCI BRAZIL ETF P 2011-03-22 2015-04-27
JPMORGAN CHASE & CO P 2011-06-29 2015-04-27
SILVER WHEATON CORP P 2011-03-22 2015-04-27
SPDR GOLD TRUST ETF P 2013-03-21 2015-04-27
ISHARES IBOXX HGH ETF P 2014-05-27 2015-04-27
PWRSHRS FNCL PRD PRT ETF P 2014-12-16 2015-04-27
ISHARES IBOXX HGH ETF P 2009-07-23 2015-04-27
ISHARES U.S. ENERGY ETF P 2007-10-29 2015-04-27
ISHS RUSSL M/CAP VAL ETF P 2010-09-30 2015-04-27
ISHARES MSCI BRAZIL ETF P 2013-11-05 2015-04-27
JPMORGAN CHASE & CO P 2012-12-03 2015-04-27
SILVER WHEATON CORP P 2013-03-21 2015-04-27
SPDR GOLD TRUST ETF P 2013-11-05 2015-04-27
(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 1,322   937 385
b 307   480 -173
c 462   511 -49
d 457   450 7
e 46   33 13
151   86 65
2,173   2,092 81
437   365 72
280   307 -27
4,977   4,984 -7
390   458 -68
566   567 -1
216   197 19
91   92 -1
415   397 18
75   45 30
1,884   1,936 -52
2,152   2,148 4
1,394   947 447
453   330 123
1,119   914 205
389   512 -123
321   322 -1
263   467 -204
323   209 114
75   44 31
1,749   656 1,093
1,559   1,343 216
100   74 26
389   338 51
1,185   1,069 116
1,027   924 103
1,047   958 89
66   99 -33
185   102 83
2,036   1,723 313
103   44 59
193   180 13
299   230 69
411   438 -27
717   538 179
1,480   1,446 34
93   104 -11
674   391 283
138   91 47
1,008   551 457
103   62 41
119   115 4
1,593   1,202 391
130   107 23
610   463 147
1,520   1,486 34
199   214 -15
152   82 70
46   34 12
504   199 305
206   134 72
74   71 3
1,662   1,532 130
1,514   1,182 332
550   616 -66
774   523 251
171   186 -15
913   424 489
46   34 12
302   103 199
103   68 35
45   45  
45   42 3
1,654   2,006 -352
1,437   1,088 349
2,505   2,191 314
2     2
304   112 192
46   36 10
101   59 42
1,852   1,706 146
178   165 13
1,707   1,626 81
167   185 -18
485   513 -28
2,549   2,196 353
2     2
1,521   454 1,067
46   40 6
101   57 44
397   195 202
139   96 43
1,344   1,049 295
2,760   2,942 -182
468   536 -68
1,415   1,069 346
96   62 34
1,826   1,535 291
1,338   1,428 -90
1,815   1,405 410
2,082   712 1,370
209   159 50
1,631   1,308 323
441   447 -6
1,728   2,194 -466
479   336 143
1,416   1,216 200
679   377 302
1,108   1,151 -43
99   48 51
1,677   942 735
102   33 69
656   511 145
570   519 51
926   452 474
971   963 8
1,131   457 674
1,084   1,203 -119
1,983   1,606 377
102   72 30
510   176 334
388   417 -29
19   18 1
374   270 104
1,356   1,103 253
75   27 48
743   1,144 -401
403   278 125
1,626   1,392 234
1,847   2,662 -815
1,397   1,065 332
1,503   1,459 44
150   85 65
1,085   1,041 44
75   38 37
74   149 -75
689   443 246
520   1,092 -572
231   312 -81
183   190 -7
1,521   1,478 43
2,284   2,036 248
138   135 3
75   39 36
1,040   1,366 -326
376   246 130
160   244 -84
2,655   2,901 -246
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       385
b       -173
c       -49
d       7
e       13
      65
      81
      72
      -27
      -7
      -68
      -1
      19
      -1
      18
      30
      -52
      4
      447
      123
      205
      -123
      -1
      -204
      114
      31
      1,093
      216
      26
      51
      116
      103
      89
      -33
      83
      313
      59
      13
      69
      -27
      179
      34
      -11
      283
      47
      457
      41
      4
      391
      23
      147
      34
      -15
      70
      12
      305
      72
      3
      130
      332
      -66
      251
      -15
      489
      12
      199
      35
       
      3
      -352
      349
      314
      2
      192
      10
      42
      146
      13
      81
      -18
      -28
      353
      2
      1,067
      6
      44
      202
      43
      295
      -182
      -68
      346
      34
      291
      -90
      410
      1,370
      50
      323
      -6
      -466
      143
      200
      302
      -43
      51
      735
      69
      145
      51
      474
      8
      674
      -119
      377
      30
      334
      -29
      1
      104
      253
      48
      -401
      125
      234
      -815
      332
      44
      65
      44
      37
      -75
      246
      -572
      -81
      -7
      43
      248
      3
      36
      -326
      130
      -84
      -246
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 14,088
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 2,418
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 4,750 94,476 0.050277
2012 3,700 95,953 0.038561
2011 4,000 89,890 0.044499
2010 3,970 99,029 0.040089
2009 5,038 98,374 0.051213
2 Total of line 1, column (d) ...................... 2 0.224639
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 0.044928
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 103,247
5 Multiply line 4 by line 3....................... 5 4,639
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 143
7 Add lines 5 and 6......................... 7 4,782
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,100
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 1 286
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 286
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 286
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  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 286
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 taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD BOND Telephone no.bullet (574) 293-1165
    Located atbullet2210 E JACKSON BLVDELKHARTIN ZIP+4bullet46516
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    NORMAN M GWALTNEY DIRECTOR
    5.00
    0 0 0
    525 E 57TH ST
    INDIANAPOLIS,IN46220
    C JULIE ELLIOTT VICE PRESIDE
    5.00
    0 0 0
    525 E 57TH ST
    INDIANAPOLIS,IN46220
    RICHARD E BOND SECRETARY
    10.00
    0 0 0
    2210 E JACKSON BLVD
    ELKHART,IN46516
    MARY N ELLIOTT DIRECTOR
    5.00
    0 0 0
    1656 BROOKSTONE CT
    ELKHART,IN46514
    ELIZABETH BOND PRESIDENT
    5.00
    0 0 0
    2210 E JACKSON BLVD
    ELKHART,IN46516
    ELLIOTT E BOND DIRECTOR
    5.00
    0 0 0
    123 KENYAN AVE
    ELKHART,IN46516
    KATHRYN E MUSGRAVE DIRECTOR
    5.00
    0 0 0
    825 OLD AUST RD
    SAN ANTONIO,TX78209
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    103,239
    b
    Average of monthly cash balances.......................
    1b
    1,580
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    104,819
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    104,819
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,572
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    103,247
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,162
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,162
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    286
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    286
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,876
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    4,876
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,876
    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
    4,100
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,100
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,100
    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 4,876
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 2,351
    e From 2013.......  
    fTotal of lines 3a through e......... 2,351
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 4,100
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 4,100
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 776 776
    (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 1,575
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    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) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    1,575
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 1,575
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RICHARD BOND
    2210 E JACKSON BLVD
    ELKHART,IN46516
    (574) 862-7575
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION MUST PROVIDE A WRITTEN REQUEST INCLUDING INFORMATION ABOUT THE APPLICATION AND THE APPLICANT'S TAX EXEMPT STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A CHARITABLE ORGANIZATION.
    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
    PREMIER ARTS
    410 S MAIN ST
    ELKHART,IN46514
    NONE EXEMPT CHARITABLE 2,000
    HUMANE SOCIETY OF ELKHART CO
    54687 CO RD 19
    BRISTOL,IN46507
    NONE EXEMPT CHARITABLE 500
    WELLFIELD BOTANIC GARDENS
    1000 N MAIN ST
    ELKHART,IN46514
    NONE EXEMPT CHARITABLE 500
    ELKHART COUNTY COMMUNITY FOUNDATION
    101 S MAIN ST
    ELKHART,IN46514
    NONE EXEMPT CHARITABLE 100
    ELKHART EDUCATIONAL FOUNDATION
    2746 OLD US 20 W SUITE B
    ELKHART,IN46514
    NONE EXEMPT CHARITABLE 500
    CHURCH COMMUNITY SERVICE
    907 OAKLAND AVE
    ELKHART,IN46515
    NONE EXEMPT CHARITABLE 500
    Total .................................bullet 3a 4,100
    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....     3 3,146  
    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 .............
            14,088
    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)..   3,146 14,088
    13Total. Add line 12, columns (b), (d), and (e)..................
    1317,234
    (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:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 2,155 2,155    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOT LABORATORIES    
    ALTRIA GROUP INC 2,163 2,540
    AMAZON    
    APPLE INC    
    ARTISAN PARTNERS ASSET MANAGEMENT IN 2,173 1,798
    AT & T INC 2,192 2,145
    BLACKROCK INC    
    BOING CO    
    BP PLC SPONS ADR 2,209 1,821
    BRISTOL MYERS SQUIBB CO    
    CATERPILLAR INC 2,202 1,898
    CHESAPEAKE LODGING TRUST 2,183 1,818
    CHEVRON CORP    
    CONOCOPHILLIPS 2,154 1,707
    CVS HEALTH CORP    
    DIEBOLD INCORPORATED 2,191 2,323
    DOW CHEMICAL COMPANY 2,165 2,170
    DU PONT E I DE NEMOURS    
    DUKE ENERGY CORP COM NEW 2,516 2,501
    EATON CORP    
    EMERSON ELECTRIC    
    ENERGY TRANS    
    ENERGY TRANSFER PARTNERS    
    ENTERPRISE PRODUCTS PARTNERS 1,709 1,685
    EOG RESOURCES    
    FACEBOOK    
    FORD MOTOR COMPANY 2,143 2,059
    FREEPORT-MCMORAN INC    
    GENERAL ELECTRIC COMPANY 2,192 2,371
    GLAXOSMITHKLINE PLC-ADR 2,531 2,670
    GOLUB CAP BDC INC 2,199 2,046
    GOOGLE INC    
    HALLIBURTON CO    
    HOME DEPOT    
    HONEYWELL INTERNATIONAL    
    INTEL CORP 2,184 2,269
    JOHNSON AND JOHNSON    
    JP MORGAN    
    KINDER MORGAN INC DEL 2,208 1,368
    KRAFT FOODS GOURP    
    LAMAR ADVERTISING CO NEW CLASS A 2,210 2,088
    LAS VEGAS SANDS CORP 2,186 1,980
    LOCKHEED MARTIN CORP 2,136 2,418
    MERCK & CO INC NEW 2,170 2,077
    MICROCHIP TECHNOLOGY INC 2,178 2,221
    MICROSOFT CORP 2,204 2,421
    NIKE INC    
    NUCOR COPORATION    
    PACKAGING CORP OF AMER 2,157 2,122
    PAYCHEX INC 2,171 2,270
    PEPSICO INC    
    PFIZER INCORPORATED 2,185 2,131
    PROCTER & GAMBLE CO 2,073 2,062
    QUALLCOM    
    ROYAL DUTCH SHELL PLC ADR B 2,174 1,791
    SCHLUMBERGER LTD    
    SILVER WHEATON CORP    
    STAG INDUSTRIAL INC 2,200 2,011
    STARBUCKS CORP WASHINGTON    
    THOMSON REUTERS CORP 2,209 2,215
    TPG SPECIALTY LENDING INC 2,206 2,057
    UNION PACIFIC CORP    
    VERIZON COMMUNICATIONS    
    WALT DISNEY CO    
    WASTE MGMT INC DEL 2,199 2,258
    WELLS FARGO & CO    
    WESTAR ENERGY INC 2,187 2,263

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN FDS AT COST 8,400 7,041
    ISHARES GLOBAL TECH ETF AT COST    
    ISHARES IBOXX H/Y BOR BD ETF AT COST    
    ISHARES MSCI AUSTRALIA ETF AT COST    
    ISHARES MSCI BRAZIL CAPPED ETF AT COST    
    ISHARES MSCI EAFE ETF AT COST    
    ISHARES MSCI NEW ZEALAND CP ETF AT COST    
    ISHARES MSCI PAC EX-JPN ETF AT COST    
    ISHARES RUSSELL 2000 GRWTH ETF AT COST    
    ISHARES RUSSELL 2000 VALUE ETF AT COST    
    ISHARES RUSSELL MIDCAP GROWTH AT COST    
    ISHARES RUSSELL MIDCAP VALUE AT COST    
    ISHARES US ENERGY ETF AT COST    
    LORD ABBETT INVESTMENT TR SHORT DURA AT COST 4,200 4,115
    MATERIALS SEL SECT SPDR FD AT COST    
    PIMCO 0-5 YEAR H/Y CORP BOND AT COST    
    POWERSHARES ETF TRUST FINL AT COST    
    POWERSHARES PREFERRED PORT AT COST    
    PRUDENTIAL SHORT-TERM CORPORATE BD F AT COST 4,200 4,140
    SPDR BARCAP SHRT TERM HI YIELD AT COST    
    SPDR DJ WILSHIRE INTL REAL EST AT COST    
    SPDR GOLD TR GOLD SHS AT COST    
    SPDR S&P CHINA ETF AT COST    
    SPDR S&P EMERGING ASIA PACIFIC AT COST    
    TEMPLETON INCOME TR GLOBAL BD FD ADV AT COST 4,200 3,922
    TWEEDY BROWNE FD INC GLOBAL VALUE FD AT COST 8,400 7,948
    VANGUARD SHORT-TERM CORPORATE AT COST    
    VIRTUS OPPORTUNITIES MULTI SECTOR SH AT COST 4,200 4,113
    WISDMTREE DREYFS AUS & NEW ZEA AT COST    
    WISDOM TREE TRUST INDIA AT COST    

    TY 2014 OtherExpensesSchedule
    Name:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT FEES 772 772    


    TY 2014 OtherIncreasesSchedule
    Name:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    ELLIOTT FOUNDATION
    FOUNDATION
    EIN: 35-6021398
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 63