Form990-PF

Department of the Treasury
Internal Revenue Service

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

Number and street (or P.O. box number if mail is not delivered to street address)600 LUCKIE DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL352232429
A Employer identification number

72-1399703
B Telephone number (see instructions)

(205) 879-2121
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$3,445,209J 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).............. 270,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 18,665 18,665 18,665
4 Dividends and interest from securities...... 78,432 78,432 78,432
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,175
b Gross sales price for all assets on line 6a 736,166
7 Capital gain net income (from Part IV, line 2)... 44,175
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)....... Click to see attachment 60,839 60,839 60,839
12 Total. Add lines 1 through 11........ 472,111 202,111 157,936
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,787 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 29,120 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,970 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,877 0 0 0
25 Contributions, gifts, grants paid........ 125,009 125,009
26 Total expenses and disbursements. Add lines 24 and 25 172,886 0 0 125,009
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 299,225
b Net investment income (if negative, enter -0-) 202,111
c Adjusted net income (if negative, enter -0-)... 157,936
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.......... 117,459 128,401 128,401
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)........ 2,283,504 Click to see attachment2,527,248 2,697,793
c Investments—corporate bonds (attach schedule)........ 169,377 Click to see attachment217,168 202,271
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 364,503 Click to see attachment326,506 416,744
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) 2,934,843 3,199,323 3,445,209
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 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,934,843 3,199,323
30 Total net assets or fund balances (see instructions)...... 2,934,843 3,199,323
31 Total liabilities and net assets/fund balances (see instructions).. 2,934,843 3,199,323
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 2,934,843
2 Enter amount from Part I, line 27a..................... 2 299,225
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,234,068
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 34,745
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,199,323
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 KINDER MORGAN P 2013-06-30 2014-09-25
b CREE P 2013-06-30 2014-10-31
c GOLDMAN SACHS STRAT INC FD P 2013-06-30 2014-09-05
d GOLDMAN SACHS STRAT INC FD P 2013-06-30 2014-09-05
e MAINSTAY LARGE CAP GRWOTH FD P 2013-12-05 2014-09-05
PRINCIPLE MID CAP FD P 2013-06-30 2014-09-05
GOLDMAN SACHS STRAT INC FD P 2013-06-30 2014-09-05
GOLDMAN SACHS STRAT INC FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
MAINSTAY LARGE CAP GRWOTH FD P 2013-06-30 2014-09-05
PRINCIPLE MID CAP FD P 2013-06-30 2014-09-05
HENDERSON INTL OPP FD P 2014-06-08 2014-10-01
CATALYST SMALL CAP INSIDER FD P 2014-12-19 2015-05-18
CATALYST SMALL CAP INSIDER FD P 2014-07-30 2015-05-18
CATALYST SMALL CAP INSIDER FD P 2014-09-06 2015-05-18
FPA CRESCENT FD P 2013-06-30 2015-06-25
FPA CRESCENT FD P 2014-10-01 2015-06-25
FPA CRESCENT FD P 2015-05-21 2015-06-25
FPA CRESCENT FD P 2014-01-23 2015-06-25
FPA CRESCENT FD P 2013-06-30 2015-06-25
FPA CRESCENT FD P 2011-02-08 2015-06-25
FPA CRESCENT FD P 2014-01-23 2015-06-25
FPA CRESCENT FD P 2013-06-30 2015-07-01
NUVEEN LARGE CAP FD P 2013-06-30 2015-08-28
(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 90,636   48,853 41,783
b 15,770   12,250 3,520
c 580   576 4
d 1,479   1,481 -2
e 2,668   2,408 260
1,371   1,231 140
308   305 3
75,071   75,000 71
1,155   754 401
162   115 47
15,109   10,000 5,109
14,516   10,000 4,516
14,747   10,000 4,747
7,952   5,500 2,452
58,715   50,000 8,715
38,128   40,000 -1,872
90   90 0
45,656   50,000 -4,344
50,503   57,600 -7,097
5,725   5,687 38
60,710   60,000 710
24,654   25,000 -346
58,911   56,481 2,430
806   763 43
1,573   1,266 307
7,621   7,313 308
10,000   9,342 658
131,550   149,976 -18,426
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       41,783
b       3,520
c       4
d       -2
e       260
      140
      3
      71
      401
      47
      5,109
      4,516
      4,747
      2,452
      8,715
      -1,872
      0
      -4,344
      -7,097
      38
      710
      -346
      2,430
      43
      307
      308
      658
      -18,426
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 44,175
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 -12,689
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 128,442 3,315,265 0.038743
2012 104,285 2,787,458 0.037412
2011 87,590 2,285,058 0.038332
2010 83,685 2,020,694 0.041414
2009 90,050 1,657,509 0.054329
2 Total of line 1, column (d) ...................... 2 0.210230
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 0.042046
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,021,080
5 Multiply line 4 by line 3....................... 5 127,024
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,021
7 Add lines 5 and 6......................... 7 129,045
8 Enter qualifying distributions from Part XII, line 4.............. 8 125,009
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,042
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,042
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,042
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 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 92
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,134
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletAL
    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 ofbulletJOHN WILSON CPA Telephone no.bullet (205) 802-7212
    Located atbullet2101 HIGHLAND AVE S SUITE 500BIRMINGHAMAL ZIP+4bullet35205
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT E LUCKIE III PRESIDENT
    0.00     		0 0 0
    600 LUCKIE DRIVE
    BIRMINGHAM,AL35223
    THOMAS G LUCKIE VICE PRESIDENT
    0.00     		0 0 0
    600 LUCKIE DRIVE
    BIRMINGHAM,AL35223
    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.........................bullet0
    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
    2,944,153
    b
    Average of monthly cash balances.......................
    1b
    122,933
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,067,086
    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
    3,067,086
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,006
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,021,080
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    151,054
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    125,009
    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
     
    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
    125,009
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    125,009
    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  
    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.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$  
    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.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
    1999-05-25
    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
    151,054 117,722 124,092 76,629 469,497
    b 85% of line 2a ......... 128,396 100,064 105,478 65,135 399,072
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		125,009 128,442 104,285 87,590 445,326
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		125,009 128,442 104,285 87,590 445,326
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		100,703 110,509 92,915 76,169 380,296
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AG GASTON BOYS AND GIRLS CLUB
    2900 S PARK DRIVE SW
    BIRMINGHAM,AL35211     		    INSPIRING YOUNG ADULTS TO REALIZE THEIR FULL POTENTIAL 5,000
    ALABAMA GOLF ASSOCIATION
    1025 MONTGOMERY HIGHWAY
    VESTAVIA HILLS,AL35216     		    PROMOTE AMATEUR GOLF AS A SPORT THROUGH EDUCATION 1,250
    ALABAMA SCHOOL OF FINE ARTS
    1800 REVEREND ABRAHAM WOODS JR BLVD
    BIRMINGHAM,AL35203     		    GUIDING AND INSPIRING STUDENTS TO DISCOVER AND FULFILL THEIR INDIVIDUAL CREATIVE ABILITIES 500
    ALABAMA SPORTS HALL OF FAME
    2150 RICHARD ARRINGTON JR BLVD N
    BIRMINGHAM,AL35203     		    SCHOLARSHIPS 500
    ALABAMA SYMPHONY
    3621 6TH AVENUE SOUTH
    BIRMINGHAM,AL35222     		    ENDOWMENT OF THE MUSICAL ARTS 5,000
    AMERICAN DIABETES
    3918 MONTCLAIR ROAD
    BIRMINGHAM,AL35209     		    MEDICAL RESEARCH 2,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		    CARDIOVASCULAR DISEASE RESEARCH 500
    AUBURN UNIVERSITY FOUNDATION
    317 SOUTH COLLEGE STREET
    AUBURN,AL36849     		    DEVELOPE, SUPPORT AND ENCHANGE EDUCATIONAL INTEREST AND PROGRAM OF AUBURN UNIVERSITY 1,770
    BETTER BASICS
    211 SUMMIT PARKWAY 108
    BIRMINGHAM,AL35209     		    SUPPORT READING AND EDUCATION IN THE COMMUNITY 250
    BIRMINGHAM BOWL
    2 RIVERCHASE OFFICE PLAZA SUITE 110
    BIRMINGHAM,AL35244     		    SCHOLARSHIPS 1,125
    BIRMINGHAM ZOO
    2630 CAHABA RD
    BIRMINGHAM,AL35223     		    WILDLIFE EDUCATION AND PRESERVATION 300
    BOY SCOUTS-GREATER AL COUNCIL
    516 LIBERTY PKWY
    BIRMINGHAM,AL35242     		    EDUCATION IN LEADERSHIP AND ENVIRONMENT 5,000
    CANTERBURY UNITED METHODIST CHURCH
    350 OVERBROOK ROAD
    BIRMINGHAM,AL35213     		    SPIRITUAL TRAINING 2,500
    CATHOLIC FAMILY SERVICES
    2121 3RD AVENUE NORTH
    BIRMINGHAM,AL35203     		    FAMILY ASSISTANCE PROGRAMS 250
    CENTER FOR EXECUTIVE LEADERSHIP
    200 UNION HILL STE 200
    BIRMINGHAM,AL35209     		    SPIRITUAL LEADERSHIP TRAINING OF MEN 2,400
    CHILDREN'S HOSPITAL FOUNDATION
    1600 7TH AVE S
    BIRMINGHAM,AL35233     		    MEDICAL CARE 1,000
    CIVIL RIGHTS INSTITUTE
    520 SIXTEENTH STREET N
    BIRMINGHAM,AL35203     		    PROMOTE CIVIL AND HUMAN RIGHTS WORLDWIDE THROUGH EDUCATION 500
    CORNERSTONE SCHOOL
    118 55TH STREET NORTH
    BIRMINGHAM,AL35212     		    PRIVATE SCHOOL FOCUSED ON AT RISK CHILDREN 250
    CRIPPLED CHILDREN FUND
    2019 4TH AVE N STE 101
    BIRMINGHAM,AL35203     		    MEDICAL RESEARCH 250
    CYSTIC FIBROSIS FOUNDATION-ALABAMA
    200 CAHABA PARK CIRCLE SUITE 114
    BIRMINGHAM,AL35242     		    MEDICAL RESEARCH 500
    DANIEL'S MUSIC FOUNDATION
    1595 LEXINGTON AVENUE
    NEW YORK,NY10029     		    PROVIDE EDUCATIONAL AND SOCIAL ENVIRONMENT THROUGH THE PRACTICE OF MUSIC 1,000
    EMMETT O NEAL LIBRARY
    50 OAK STREET
    MOUNTAIN BROOK,AL35213     		    SUPPORT READING AND EDUCATION OF THE COMMUNITY 500
    EXCEPTIONAL FOUNDATION
    1616 OXMOOR ROAD
    BIRMINGHAM,AL35202     		    ASSITS SPECIAL NEEDS INDIVIDUALS WITH SOCIAL AND RECREATIONAL ACTIVITIES 2,000
    FRIENDS OF JEMISON PARK
    3016 MOUNTAIN BROOK PARKWAY
    MOUNTAIN BROOK,AL35223     		    MEETING SPECIAL NEEDS OF COMMUNITY 500
    GOVERNOR BENTLEY INAUGURAL FUND
    600 DEXTER AVENUE
    MONTGOMERY,AL36130     		    SCHOLARSHIPS 5,000
    GREATER BIRMINGHAM AUBURN
    PO BOX 660526
    BIRMINGHAM,AL35266     		    ENDOWMENT OF AUBURN UNIVERSITY 250
    GREATER BIRMINGHAM HUMANE SOCIETY
    300 SNOW DRIVE
    BIRMINGHAM,AL35209     		    TO PROMOTE THE HUMANE TREATMENT OF ANIMALS AND PEOPLE THROUGH EDUCATION, ADVOCACY, AND SERVICES. 250
    HOLOCAUST EDUCATION CENTER
    2222 ARLINGTON AVENUE
    BIRMINGHAM,AL35205     		    INSPIRE TEACHING AND LEARNING FOR HUMANITY 1,000
    IMPACT ALABAMA
    1901 6TH AVENUE N 2400
    BIRMINGHAM,AL35203     		    TO DEVELOP AND IMPLEMENT SUBSTANTIVE SERVICE-LEARNING PROJECTS DESIGNED TO ENGAGE STUDENTS IN ADDRESSING HUMAN AND COMMUNITY NEEDS AND ENHANCE STUDENTS'SENSES OF SOCIAL AND CIVIC RESPONSIBILITY 250
    INDEPENDENT PRESBYTERIAN CHURCH
    3100 HIGHLAND AVENUE SOUTH
    BIRMINGHAM,AL35205     		    TRAINING OF SPIRITUAL LEADERS 200
    JACK W MCAY ENDOWED
    N/A
    BIRMINGHAM,AL35203     		    SCHOLARSHIPS 100
    JUNIOR LEAGUE OF BIRMINGHAM
    2212 20TH AVE S
    BIRMINGHAM,AL35223     		    MEETING SPECIAL NEEDS OF COMMUNITY 1,000
    JUVENILE DIABETES
    600 BEACON PARKWAY W 860
    BIRMINGHAM,AL35209     		    MEDICAL RESEARCH 500
    KELLY KELLY & WILBANKS
    406 UNIVERSITY AVENUE
    OXFORD,MS38655     		    SCHOLARSHIPS 250
    KIWANIS CLUB
    2019 4TH AVE N STE 101
    BIRMINGHAM,AL35203     		    DEVOTED TO THE PRINCIPLE OF SERVICE; TO THE ADVANCEMENT OF INDIVIDUAL, COMMUNITY AND NATIONAL WELFARE 500
    LEADERSHIP BIRMINGHAM
    1710 6TH AVENUE N 12TH FLOOR
    BIRMINGHAM,AL35203     		    SEEKING INDIVIDUAL AND GROUP ACTION TO BETTER CONTRIBUTE TO THE COMMUNITY. 50
    LEGACY OF LEADERSHIP
    1200 W MONTGOMERY ROAD
    TUSKEGEE,AL36088     		    TRAINING OF SPIRITUAL LEADERS 2,500
    LOVELADY CENTER
    7720 LUDINGTON LANE
    IRONDALE,AL35210     		    EMPOWERING WOMEN, THROUGH EDUCATIONAL OPPORTUNITIES AND THE HOLISTIC APPROACH TO HEALT 500
    MAKE WAY PARTNERS
    PO BOX 26367
    BIRMINGHAM,AL35260     		    ASSIST IN PREVENTING AND COMBATING HUMAN TRAFFICKING 500
    MARCH OF DIMES
    450 CENTURY PARK S
    BIRMINGHAM,AL35226     		    PROVIDE SUPPORT FOR THE COMMUNITY AND OTHER CHARITABLE PROGRAMS 2,500
    MONDAY MORNING QUARTERBACK CLUB
    2019 4TH AVE N STE 101
    BIRMINGHAM,AL35203     		    MEDICAL RESEARCH 10,500
    MOUNTAIN BROOK CITY SCHOOLS FOUNDATION
    32 VINE STREET
    BIRMINGHAM,AL35213     		    PROVIDE MATERIALS AND FINANCING FOR THE EDUCATION OF YOUTH 4,064
    MOUNTAIN BROOK SPORTS CORP
    2019 4TH AVE N STE 101
    BIRMINGHAM,AL35203     		    RAISE FUNDS FOR THE CONSTRUCTION OF CERTAIN FACILITIES AND TO PURCHASE EQUIPMENT, GOODS AND SERVICES TO BE USED BY THE SPORTS PROGRAMS OF THE BOARD OF EDUCATION OF THE CITY OF MOUNTAIN BROOK 1,000
    NICK'S KIDS CHARITIES
    BOX 870323
    TUSCALOOSA,AL35487     		    PROMOTE AND SUPPORT CHILDREN'S CAUSES 4,000
    OCFR OVARIAN CYCLE RIDE
    14 PENNSYLVANIA PLAZA SUITE 1710
    NEW YORK,NY10122     		    MEDICAL RESEARCH 250
    OLIVE BAPTIST CHURCH
    1836 E OLIVE ROAD
    PENSACOLA,FL32514     		    TRAINING OF SPIRITUAL LEADERS 500
    PARKINSONS ASSOCIATION OF ALABAMA
    912 TULIP POPLAR LN
    BIRMINGHAM,AL35244     		    MEDICAL RESERACH 6,500
    PELL CITY UMC
    2200 3RD AVENUE N
    PELL CITY,AL35125     		    MEDICAL CARE 1,000
    PGA TOUR
    100 PGA TOUR BOULEVARD
    PONTE VEDRA BEACH,FL32082     		    PROMOTE DEVELOPMENT OF YOUTH GOLF IN THE UNITED STATES 13,000
    PRESCHOOL PARTNERS
    4447 MONTEVALLO ROAD
    BIRMINGHAM,AL35213     		    TO EQUIP FAMILIES OF AT RISK PRESCHOOL CHILDREN WITH THE SKILLS NECESSARY TO ACHIEVE SCHOOL READINESS 500
    PRO START SCHOLARSHIP
    PO BOX 320637
    BIRMINGHAM,AL35232     		    SCHOLARSHIPS 1,000
    REV BIRMINGHAM
    505 20TH STREET N SUITE 1010
    BIRMINGHAM,AL35203     		    REVITALIZING THE CITY OF BIRMINGHAM 1,250
    RISE PROGRAM
    25 BISHOP PLACE
    NEW BRUNSWICK,NJ089011181     		    SCHOLARSHIPS 1,500
    ROBERT REED ONCOLOGY RESEARCH FOUNDATION
    PO BOX 530186
    BIRMINGHAM,AL35253     		    CANCER RESEARCH 500
    ROTARY CLUB
    2019 4TH AVENUE NORTH SUITE 200
    BIRMINGHAM,AL35203     		    LEADERSHIP TRAINING IN BUSINESS AND PROFESSIONAL ORGANIZATION. PROMOTING HUMANITARIAN SERVICES WITH HIGH ETHICAL STANDARDS 1,000
    SAMFORD UNIVERSITY
    800 LAKESHORE DRIVE
    BIRMINGHAM,AL35229     		    COLLEGE EDUCATION 2,500
    SIGHT SAVERS AMERICA
    3337 BUSINESS CIRCLE
    PELHAM,AL35124     		    MEDICAL RESEARCH 1,500
    ST FRANCIS OF XAVIER CHURCH
    2 XAVIER CR
    BIRMINGHAM,AL35213     		    PROMOTE ACADEMIC AND SPIRITUAL TRAINING OF YOUTH 500
    SUZANNE WRIGHT CHILDRENS
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		    MEDICAL CARE 10,000
    THE FOUNDRY
    PO BOX 824
    BESSEMER,AL35021     		    HELPING HOMELESS AND DRUG, AND ACLCOHOL INTERVENTION 2,000
    UAB SCHOOL OF NURSING
    1530 3RD AVENUE S
    BIRMINGHAM,AL35294     		    SCHOLARSHIPS 2,000
    UNIVERSITY OF ALABAMA COMMUICATION AND INFORMATION
    P O BOX 870144
    TUSCALOOSA,AL35487     		    SCHOLARSHIP 1,500
    UNIVERSITY OF ALABAMA
    P O BOX 870144
    TUSCALOOSA,AL35487     		    PROMOTE HIGHER EDUCATION 1,250
    VULCAN PARK
    1701 VALLEY VIEW DR
    BIRMINGHAM,AL35209     		    ADVANCE KNOWLEDGE AND UNDERSTANDING OF BIRMINGHAM'S HISTORY AND CULTURE 1,000
    WILMER HALL CHILDRENS HOME
    3811 OLD SHELL RD
    MOBILE,AL36608     		    ASSIST CHILDREN NEEDING HOMES AND EMOTIONAL SUPPORT 2,500
    WORKSHOPS
    4244 3RD AVENUE S
    BIRMINGHAM,AL35222     		    VOCATIONAL TRAINING AND EMPLOYMENT OPPORTUITIES FOR PEOPLE WITH DIABILITIES 2,000
    WOUNDED WARRIORS PROJECT
    3343 PEACHTREE ROAD NE M20
    ATLANTA,GA30326     		    SUPPORT FAMILIES OF THOSE IN THE MILITARY WHO HAVE BEEN WOUNDED, INJURED OR KILLED DURING COMBAT OPERATIONS 1,500
    Total .................................bullet 3a 125,009
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 18,665  
    4 Dividends and interest from securities....     14 78,432  
    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.....     14 60,839  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 44,175  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..     14    
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 202,111 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13202,111
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
     
    Employer identification number

    72-1399703
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT E LUCKIE JR CHARITABLE LEAD TRUST
     

       
    600 LUCKIE DRIVE
     
    BIRMINGHAM, AL352232429

    		$270,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
          		Employer identification number

    72-1399703
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,787 0 0 0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Name of Bond End of Year Book Value End of Year Fair Market Value
    RAYMOND JAMES/MORGAN KEEGAN CLOSED END BOND FUND 217,168 202,271

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RAYMOND JAMES/MORGAN KEEGAN PREFERRED STOCK 302,327 316,610
    RAYMOND JAMES/MORGAN KEEGAN STOCK MUTUAL FUND 898,689 986,702
    RAYMOND JAMES/MORGAN KEEGAN STOCK MUTUAL FUNDS 1,326,232 1,394,481

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RAYMOND JAMES/MORGAN KEEGAN REITS/TANGIBLES FMV 156,794 199,490
    RAYMOND JAMES/MORGAN KEEGAN PRIVATE EQUITY FUND FMV 169,712 217,254

    TY 2014 OtherDecreasesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Description Amount
       


    TY 2014 OtherIncomeSchedule2
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RAYMOND JAMES 4,177 4,177 4,177
    ENBRIDGE -909 -909 -909
    ENTERPRISE 14 14 14
    CROSSAMERICA 256 256 256
    MORGAN KEEGAN 4,032 4,032 4,032
    RAYMOND JAMES 53,269 53,269 53,269


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 29,120 0 0 0


    TY 2014 TaxesSchedule
    Name:
    THE ROBERT AND LOIS LUCKIE CHARITABLE FOUNDATION
    EIN: 72-1399703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 10,970 0 0 0