Sarah Scaife Foundation 251113452 2013 0a7d2f9dsearchable

..
Form
990-PF
Department of the Treasury

Internal Revenue Serv1ce
OMB No 1545-0052
Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation
.... Do not enter Social Security numbers on this form as 1tmay be made public.
.... Information about Form 990-PF and its separate Instructions Is at www.irs.gov/form990pf.
, 20
, 2013, and endina
For calendar vear 2013 or tax vear beainnina

Name of foundation
A Employer 1dentificat1on number
25-1113452
SARAH SCAIFE
FOUNDATION
INCORPORATED
Number and street (or PO box number11mallis not deliveredto streetaddress)
Room/suite
B Telephonenumber(seeinstructions)
(412)
301 GRANT ST,
ONE OXFORD CENTRE
City or town, state or province,country,and ZIP or foreignpostalcode
PITTSBURGH,
PA
G Check all that apply
Initial return
Initial return of a former
Final return
Amended
Address
chance
value
of all assets
at
end of year (from Part II, col (c), line

16) .,.. $
3 2 0, 81 7, 214
exempt
:r.r.Analysis
1
of Revenue
2 Forejgn organizations meeting lhe

85% test. check here and attach
computation

private foundation
If private foundation status was terminated
method~
undersect,an
507(b)(1)(A).
checkhere.....
LJ Accrual
Cash
If the foundation
D
D
1s ma GO-month term1nat1on
undersection
507(b)(1)(B),
checkhere , ....
Other (specify)----------------------
(Part I, column (d) must be on cash basis)
and Expenses (The
total of amounts m columns (b). (c), and (d)

may not necessanly equal the amounts m
column (a) (see mstruct1ons) J
Contnbut,on~s. grants,etc. received

(attachschedule),
Ch k .... X 1fthe foundation,snot requiredto
ec
attachSch B , , , , , , , , ,
Interest on savingsand temporarycashinvestments
D1v1dendsand interest from securities
.....
1 Fore1gn orgamzat1ons,check here
Other taxable private foundation
J Accounting
public charity
return
Name chanqe
~ Section 501 (cf9
Section 4947(all1 \ nonexemot charitable trust
Fair market
If exemption appllcat1on is
pending, check here
15219-6402
H Check type of organization
392-2900
3900
(a) Revenue and

expenses per
books
(b) Net investment

income
(d) Disbursements
for charitable
purposes
( cash basis onlv\
(c) Ad1usted net

income
8,271,635
8,271,635
ATCH
Sa Gross rents .
b Net rental inccmeor (loss)
Net gain or (loss) from saleof assetsnot on hne10
Ga
::::,
b Gross salespncefor all
79,804,318
r:
assetson line 6a
QI
>
QI
7 Capital gain net income (from Part IV, line 2) .
QI
a::
5, 544,
ATCH 24
635
5,544,635
ATCH 24
Net short-term capital gain
9
Income mod1f1cat1ons .
10 a Grosssalesless returns
1
and allowances.
r--------t---------t--------+h=~lr\.~~~aaa!,;,!;;!ca;;j!!::!;;~n;t------b Less Costof goodssold , ''---------+---------+---------+-H--------+---1--t-,UA-I
c Gross profit or (loss) (attach schedule)
. ,
C)
11 Otherincome(attachschedule).:\'l;'C,H.~.
290,898
290,898~~
12
Total.Addhnes1throunh11,,,,,
13
Compensationof officers,directors,trustees,etc ATlrH..:....:2:.:2:..__-::;4;-::7,,2c:-'-,

02co;-::o,i
_____
Otheremployeesalariesandwages

225, 892
:n14
~
.,...,
Ol
(t'J)
::>
i;
2 7 7, 7 8 9
Interest , ,
:::::,
<(
0
UJ
z<(
;::<
,,..,
'
2 3, 316
2 5 2, 18 9
2 5, 6 0 0 .
Travel, conferences. and meetings ,
"' 22
Cll
!: 23
Printing and publications
194,499.
54,094
54,094
...
7, 190
47,746
Other expenses (attach schedule)ATCI;! . 7.
40,556
Total operating and administrative expenses.

Add lines 13 through 23
en
JI. t.U't
2 3, 316.
-g21
24
<lJI
28, 370
4 6, 632
Taxes(attachschedule)(seemstruct,onsJl\T~tf. q , .t=-=-:-:-:--::--2_5-:7:--,
-::0-:0:-0:--l---------+---------+--------Deprec1at1on(attach schedule) and depletion _tTCH 19
1, 9 5 4
r-----------1----------+---------+--------25,880
220,379.
Occupancy .........
&
8_1...:.._9_8_1EE::~'""':I;'
,,..,~,
f"\~,l=::~NE:i1:1=~~-:j!:1
"r:1==;;:i-;;3-;;9~0,.:,~2~1
;;-9
225, 892
,
-~"
~-":.~ ---...:36 336
2 7 3, 0 7 7
e19
"'VI-
______
"'
28, 370
c Other professional fees (attach schedule). "'.
~ 20
(.)
3 0 9, 4 13
f:!17
ui
11 "
14,107,168
~ 15 Pension plans, employee benefits . .

~ 16a Legal fees (attach schedule) f,.}'c;r\ ,3, .
)(
~
b Accounting fees (attach schedule)}\T,Cr!. 'I
2 18
14,107,168
lUFC:F IVL
, ,
, , .
25
26
Contributions, gifts, grants paid , , , . .

Totalexpenses
anddisbursements
Add lines 24 and 25
27
Subtract line 26 from line 12
Excess of revenue over expenses and disbursements
1, 941,
426,892
469
426,892
14,268,969
15,903,123
-161,801.
13,680,276
b Net investment income (1f negative. enter -0-)

c Adiusted net income t,f neoat1ve.enter -0-l .
JSA For Paperwork Reduction Act Notice, see instructions.
3 141
o,ooo77270J
E
700P
7/16/2014
10:2739
1,255,623
14,647,500
12,327,500
*ATCH
AM
V 13-5
5T
5
0180312-00002
Form 990-PF (2013)
Form 990-PF (2013)
iifliii
Balance Sheets
25-1113452
Page2
SARAH SCAIFE
FOUNDATION
INCORPORATED
Attached schedulesand amountsin the
Begmnmg of year
End of year
description column shouldbe for end-of-yearf-------''---;:_---'----+---------r--------amountsonly (Seeinstructions)
(a) Book Value
{b) Book Value
(c) Fair Market Value
20, 670
Cash - non-interest-bearing
Savings and temporary cash investments
Accounts receivable~----------------------Less allowance for doubtful accounts ~ _____________
Pledges receivable ~ _______

----------------Less allowance for doubtful accounts ~ _____________
Grants receivable
5
6
22, 363
2,570,488
3,035,394
22, 363
3,035,394
f-----------+---------+----------f-----------+---------+-----------
Receivables due from officers, directors, trustees, and other

d1squal1f1edpersons (attach schedule) (see 1nstruct1ons)
-;
::l
____
Other notes and loans receivable (attach schedule)
8
9
Less allowance for doubtful accounts ~ ____________

Inventories for sale or use
Prepaid expenses and deferred charges
A TC H 8
-+-----------+---------+---------8 , 016
10 a Investments- US and stategovernmentobligations(attachschedule).**1-- ___
<(
b Investments - corporate stock (attach schedule) ~ ~C:H. 10

11
12
13
14
15
16
17
13 6, 10 6, 10 8
757
4,495,000
~ 20
persons
Loans from officers,directors,trustees,and otherd1squahfied
"' 22
(describe ~ ___________________
Other hab1l1t1es
23
8 , 380
2 7 4, 4 13, 7 8 6
13, 3 50, 0 6 9
5,032,160
3, 336
320,
817,
214
Accounts payable and accrued expenses

Grants payable
:J
13 0, 2 4 7 , 3 9 9
7, 7 5 6, 719
13, 4 7 0, 7 07
c Investments - corporate bonds (attach schedule).A'.!'~f-! .1.1.
Investments
- land,
buildings,
~
and
equipment
basis
__________________
_
~
Less accumulateddeprec1at1on
(attachschedule)
- - - - - - - - - - - - - - - - - - - -+----------1-----------+---------Investments - mortgage loans
16,227,569
5,407,501
lnvestments-other(attachschedule)
ATCH 12
~ATCH.19,
.
548
Land.buildings.and
equipment basis
_____________
_!.____
_
Less accumulateddeprec1at1on~ATCH
19
754, 212
5, 290
3, 336
- - - - - - - - - - - - - - - - - - - +------.:....::'-'-"---1-------.:...:.....::....:::....::...+------.:...:..-=-=:....:.
(allach schedule}
Other assets (describe ~ ____________________
) f-----------+---------+----------Total assets (to be completed by all filers - see the
mstruct1ons Also, see page 1, item I) .
180,052,495
177,535,695
18
en
a, 19
:c 21
8 , 380
1_7_,_3_5_7_,_6_3_5_+___ 2_5_,_3_4_0_;_,_6_1_5_+___
2_4__.c,_9_5_1...:.,_7_2_6_
2,175,000
Deferred revenue
Mortgages and other notes payable (attach schedule) ,
)
1------------1-------------1
2,175,000
4,495,000
Total liabilities (add Imes 17 through 22) .
Foundations that follow SFAS 117, check here. ~~

and complete lines 24 through 26 and lines 30 and 31.
en
a,
g 24
Unrestricted .
iii 25
al
,:, 26
c:
:::,
Temporarily restricted
"'
LL
...
0
Permanently restricted
Foundations that do not follow SFAS 117, .

check here and complete lines 27 through 31 .
en 27
Capital stock, trust principal, or current funds
:l:28
Paid-in or capitalsurplus,or land,bldg, and equipmentfund
~ 29
ai 30
z
31
175,557,495
175,360,694
175,557,495
175,360,694
~o
Retainedearnings, accumulatedincome,endowment,or otherfunds

Total net assets or fund balances (see mstruct1ons),
Total liabilities
and net assets/fund
balances
mstruct1ons) .....
EmIIJAnalysis
, . , . , , , , .
, . . .
180,
052,
495
177,535,694
of ChanQes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning

end-of-year
(see
figure reported
of year - Part II, column
(a), line 30 (must agree with
on prior year's return),
2 Enter amount from Part I, line 27a
3 Other increases
3
4
5
6
not included m line 2 (itemize)~
4 Add lines 1, 2, and 3

5 Decreases
not included 1n line 2 (1tem1ze) ~
6 Total net assets or fund balances
ATCH
13
at end of year lline 4 minus line 5) - Part II, column (b), line 30
**ATCH
9
JSA
3E1420 1 000
77270J
700P
7/16/2014
10
27
39
AM
V 13-5
ST
0180312-00002
175,557,495
-161,801.
175,395,694
35,000
175,360,694
Form 990-PF (2013)
SARAH SCAIFE
FOUNDATION
25-1113452
INCORPORATED
Page
Form 990-PF (2013)
::..:lCapital
ID) How
(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 )
1a
b
Gains and Losses for Tax on Investment Income
SEE PART IV
acquired
P-Purchase
D - Donation
(c) Date
acquired
(mo , day, yr )
(d) Date sold

(mo , day, yr.)
SCHEDULE AND ATIACHMENT 24
c
d
e
(g) Cost or other basis
plus expense of sale
(f) Deprec1at1on allowed
(e) Gross sales price
(or allowable)
(h) Gain or (loss)

(e) plus (f) minus (g)
a
b
c
d
e
Complete onlv for assets showinc:i aain in column (h) and owned bv the foundation on 12/31/69
(j) AdJusted basis
as of 12/31 /69
(1) FM V as of 12/31/69
(I) Gains (Col (h) gain minus

col (k), but not less than -0-) or
Losses (from col (h))
(k) Excess of col (1)

over col (J), 1fany
a
b
c
d
e
If gain, also enter 1nPart I, hne 7 }
{
If (loss), enter-0- 1nPart I, hne 7
i--2_,__ _____
3 Net short-term capital gain or (loss) as defined 1nsections 1222(5) and (6)
If gain, also enter in Part I, line 8, column (c) (see 1nstruct1ons) If (loss), enter -0- in }
Part I, hne 8 .. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
l:r.
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 )
2 Capital gain net income or (net capital loss)
5_,_5_4_4_,_6_3_5
__
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 1nthe base penod?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part
1 Enter the appropriate amount 1neach column for each year, see the 1nstruct1onsbefore making any entries
(a)
Base penod years
2
3
270,806,352
258,236,025
238,028,993
222,911,082
273,355,399
14,889,510
17,095,730
15,801,171
15,829,884
17,907,507.
2012
2011
2010
2009
2008
0 054982
0 066202
0 066383
0 071014
0.065510
Total of line 1, column (d)

Average distribution ratio for the 5-year base period - d1v1dethe total on line 2 by 5, or by the
number of years the foundation has been in existence 1fless than 5 years
o
IO
IO
No
(d)
D1stnbut1on ratio
(col (b) d1V1dedby col (c))
(c)
Net value of nonchantable-use assets
(b)
AdJusted qualifying d1stnbut1ons
Calendar year (or tax year beginning in)
0Yes0
..........
0 324091
0 064818
296,269,290
...................
19,203,583
. . . . . . . . . . . . . . . . . . .
Enter the net value of noncharitable-use assets for 2013 from Part X, line 5
Multiply line 4 by line 3
Enter 1% of net investment income (1 % of Part I, line 27b).
Add Imes 5 and 6
15,903,123
Enter qualifying d1stribut1onsfrom Part XII, hne 4 .
8
If line 8 is equal to or greater than line 7, check the box 1n Part VI, line 1b, and complete that part using a 1% tax rate See the
Part VI instructions
Form 990-PF (2013)
IO
. . . . . . . . . . . . . . . . . ........................
........................
JSA
3E1430 1 000
77270J
700P
7/16/2014
1 0 2 7 3 9 AM
V 13- 5 5T
0180312-00002
136,803
19,340,386
25-1113452
Page 4
SARAH SCAIFE FOUNDATION INCORPORATED
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 see instructions)
Form 990-PF (2013)
=..:ua,11
1a
II>-
Exempt operating foundations described ,n section 4940(d)(2), check here

Date of ruling or determination letter _______________
b Domestic foundations
here II>-
LJ
and enter "NIA" on line 1
(attach copy of letter if necessary - see instructions)
that meet the section 4940(e) requirements ,n Part V, check
2 7 3, 60 6
and enter 1% of Part I, lme 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-)
Add lines 1 and 2

.

Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
Tax based on investment income Subtract lme 4 from line 3 If zero or less, enter -0-
273,606
276,965
273,606
Cred,ts/Payments
a 2013 estimated tax payments and 2012 overpayment credited to 2013.
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 w1thhold1ng erroneously withheld
6d
Total credits and payments Add Imes 6a through 6d
18,000
. .
Enter any penalty for underpayment of estimated tax. Check here
Tax due If the total of lines 5 and 8 1s more than line 7, enter amount owed
1O
11
258,965
1f Form 2220 1s attached

.
Overpayment. If line 7 1s more than the total of Imes 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be Credited to 2014 estimated tax II>3, 3 5 9
":E:To1a1t ...
8
9
...
.
Refunded
3_,_3_5_9_
ll>-l-'1~0'-t_______
II>- 11
Statements Regarding Activities
1 a During the tax year, did the foundation
Yes
attempt to influence any national, state, or local leg1slat1on or did 1t part1c1pate
No
or intervene m any pol1t1calcampaign? . .

. .
,
.
.
b Did 1t spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions for the
1a
def1n1lion)? .

.

,

.
.
,

..
If the answer 1s 'Yes" to 1a or 1b, attach a detailed description of the act1v1t1esand copies of any materials publtshed or
1b
1c
d1stnbuted by the foundation m connection with the act1v1t1es

c Did the foundation file Form 1120-POL for this year? .
. .
. . .
. .
d Enter the amount (1f any) of tax on political expenditures (section 4955) imposed during the year
(1) On the foundation
foundation managers
(2) On foundation managers
(1f any) paid by the foundation
during
II>-$
the year for political
expenditure
tax imposed on
II>-$
Has the foundation engaged many act1v1t1esthat have not previously been reported to the IRS?,
If "Yes, attach
II>-$
e Enter the reimbursement
a detailed description of the act1v1t1es
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation,
or bylaws, or other s1m1larinstruments? If "Yes, attach a conformed copy of the changes ,
4a
4b
Was there a l1qu1dat1on,term1nat1on, d1ssolut1on, or substantial contraction during the year?.
Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1edeither
b If "Yes," has 1tfiled a tax return on Form 990-T for this year?
4 a Did the foundation have unrelated business gross income of $1,000 or more during the year?.
If "Yes," attach the statement reqwred by General Instruction T

By language 1n the governing instrument, or
By state leg1slat1on that effectively amends the governing instrument
with the state law remain ,n the governing instrument?
7
so that no mandatory directions that conflict
, .
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
Sb
Sa Enter the states to which the foundation reports or with which 1t 1sregistered (see 1nstruclions) ...
PA,
-----------------------------------------------------------------------------
b If the answer 1s "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. .
9
Is the foundation
cla1m1ng status as a private
operating
foundation
w1th1n the meaning
of section 4942(J)(3) or
4942(1)(5) for calendar year 2013 or the taxable year beginning 1n 2013 (see instructions for Part XIV)? If "Yes," complete
Part XIV.
1O
. .
. .
. ...
Did any persons become substantial contributors during the tax year? If 'Yes, attach a schedule ltstmg their names and
addresses.
.

.
.
. .

. .
. . .
. .
. ...
10
Form 990PF
JSA
3E14401000
77270J
700P
7/16/2014
10 2 7 3 9 AM V 13-5
ST
0180312-00002
x
x
(2013)
SARAH
Forrn 990-PF (2013)
l~ua,,,..,..
11
.
any
At
time
the
during
SCAIFE
FOUNDATION
25-1113452
INCORPORATED
foundation,
the
year, did
directly
indirectly,
or
own
Did
the foundation
to
make a distribution
a donor
advised
fund
the
. . . . . . . . ........
over which
person had advisory privileges? If ''Yes," attach statement (see instructions)
within
entity
a controlled
meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions)_ ...

12
Page
Reaardina Activities (contmued)
Statements
Did the foundation comply with the public inspection requirements for its annual returns and exemption apphcat1on? ..
Website address ..,_ ____ !'.:/~ ~ ____________________________________________________________________
14
The books are m care of
15
Sect1on4947(a)(1)nonexemptcharitabletrustsf11mgForm990-PF1nlieuofForm
SCAIFE
Located at ..,_301_ GRANT_ STREET,_
FOUNDATION
SUITE
_3900,_
INC _____________
PITTSBURGH,_
12
Io
13
.... SARAH
11
or a d1squalif1ed
the foundation
13
2~=~
~<2_~--___ _
Telephone no ....__ 4_1_?_:-~
PA ---------
ZIP+4 ...._ 15219-6402
1041-Checkhere.
___ _
- ........
- - - - ....
rr
and enter the amount of tax-exempt interest received or accrued during the year.
16
At any time during

over
a bank,
calendar year 2013,
did the foundation
securities, or other financial account m a foreign country?.
See the instructions for exceptions

the fore1cincountrv ..,_
~1.aJ11~=
..,_~
11~5~1~---,.---,--Yes
have an interest 1n or a signature or other authority
Statements
and filing
requirements
Reaardina Activities
File Form 4720 if any item is checked
No
16
..
If ''Yes," enter the name of
for Form TD F 90-22 1
for Which Form 4720 Mav Be Reauired
in the "Yes"
column,
unless
an exception
Yes
applies.
No
1 a During the year did the foundation (either directly or indirectly)

(1) Engage 1n the sale or exchange, or leas mg of property with a d1squalif1edperson? .
(2) Borrow money from, lend money to, or otherwise
d1squalif1edperson? ,
[Zl
0Yes
No
extend credit to (or accept 11 from) a
, , ,
(3) Furnish goods, services, or fac11it1es

to (or accept them from) a d1squalif1edperson?. ,
J?."T:ct-t
.1~ $,..1~ .
(4) Pay compensation to, or pay or reimburse the expenses of, a d1squalif1edperson?
"'
Yes
~No No
Yes
No
0Yes
[ZJ No
(5) Transfer any income or assets to a disqual1f1ed person (or make any of either available for
the benefit or use of a d1squalif1edperson)?.
__
(6) Agree to pay money or property to a government
foundation
agreed
to
make a grant
to
or to
_ _
. __
off1c1al? (Exception.
employ
Check "No" 11 the
off1c1al for a period
the
term1nat1on of government service. 1fterminating w1th1n 90 days )
__
after
__
[ZJ No
Yes
b If any answer 1s "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described m Regulations
section 53 4941 (d)-3 or ma current notice regarding disaster assistance (see instructions)?
Organizations relying on
c Did the foundation
a current
Taxes on failure
to
distribute
income
(section
4942)
(does not
apply
for
1b
1c
....
engage m a prior year m any of the acts descrrbed m 1a, other than excepted
were not corrected before the first day of the tax year beginning m 2013? . , ,
. .....
..
notice regarding disaster assistance check here
acts, that
years the foundation
was a private
operating foundation def med in section 4942())(3) or 4942(J)(5))

a At the end of tax year 2013, did the foundation
Se, Part XIII) for tax year(s) begmnmg before 2013?.
If "Yes," list the years ..,_---------b Are there any years listed
(relating
to incorrect
, _________
in 2a for which
valuation
have any undistributed

__
, ________
the foundation
income (Imes 6d and
1s not applying
of assets) to the year's undistributed
all years listed, answer "No" and attach statement - see 1nstruct1ons)
, _______
[ZJ No
Yes
the prov1s1ons of section 4942(a)(2)
income? (If applying

section
4942(a)(2)
to
i-=2'-=bc......+---11---
c If the prov1s1onsof section 4942(a)(2) are being applied to any of the years listed m 2a, list the years here
....__________
--------3a Did the foundation
--------
at any time during the year? , ,

b If ''Yes," did
Commissioner
10-,
15-,
11 have excess business holdings
d1squalif1ed persons after

the
--------
hold more than a 2% direct or indirect interest in any business enterprise
May 26,
under section
or
20-year
1969,
4943(c)(7))
first
phase
, ,
1n 2013
(2) the lapse of the
to dispose of holdings
holding
foundation had excess business holdings in 2013)
, , ,
, , , ,
period?
(Use
make any investment
or
5-year period (or longer period approved by the

acquired
Schedule

by gift
or bequest, or (3) the lapse of
C, Form
_ .
4720,
_
to
determine
_ _
4a Did the foundation invest during the year any amount in a manner that would Jeopardize its charitable purposes? .
b Did the foundation
[ZJ No
Yes
as a result of (1) any purchase by the foundation
,r
the
l--'3~b'--i--+--_
1--4~a'--ir---+--X-
m a prior year (but after December 31, 1969) that could Jeopardize its
charitable ouroose that had not been removed from ,eonardv before the first dav of the tax vear benmnma m 2013?
4b
Form 990-PF(2013)
JSA
3E1450 2 000
77270J
700P
7/16/2014
1 0 2 7 3 9 AM
13- 5 5T
0180312-00002
SARAH SCAIFE
Form 990-PF(2013)
Statements
Regarding Activities
FOUNDATION
INCORPORATED
25-1113452
Page
for Which Form 4720 Ma Be Required continued
Sa During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on(section 4945(e))?
(2) Influence the outcome of any spec1f1c public elecllon
(see section 4955),
directly or indirectly, any voter reg1strat1ondrive? ....

(3) Provide a grant to an 1nd1v1dualfor travel, study, or other s1m1larpurposes? ..
(4) Provide a grant to an organization
other than a charitable,
etc , organization
religious, charitable,
[lYes
[xl
0Yes
~No
. . .
No
Yes
No
Yes
No
sc1ent1f1c, literary, or educational
purposes, or for the prevention of cruelty to children or animals?. . . . . . .

b
~No
described in
section 509(a)(1 ), (2), or (3), or section 4940(d)(2)? (see mstruct1ons) .

(5) Provide for any purpose other than
0Yes
or to carry on,
If any answer 1s "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 1nstruct1ons)?
Sb
Organizations relying on a current notice regarding disaster assistance check here .
c If the answer 1s "Yes" to question 5a(4), does the foundation
claim exemption
from the tax
because 11maintained expenditure respons1bll1tyfor the grant? . . .
Yes
If "Yes, attach the statement reqwred by Regulations section 53 4945-5(d)
6a
Did the foundation,
during the year, receive any funds, directly or indirectly,
on a personal benefit contract?.

b
to pay premiums
. . . . . . . . . . .
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
Yes
No
7 a At any time during the tax year, was the foundation a party to a proh1b1tedtax shelter transaction? . 0
6b
If "Yes" to 6b, file Form 8870
b If "Yes, did the foundation receive an
Yes
No
roceeds or have an net income attributable to the transaction? . . .
7b
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
List all officers,
directors,
trustees, foundation
managers and their compensation (see instructions).

(b) Title, and average
hours per week
devoted to pos1t1on
(a) Name and address
------------------------------------ATCH 14
(c) Compensation
(If not paid,
enter -Ol
(d) ContnbutJons to
employee benefit plans
and deferred comoensat1on
497,800
(e) Expense account,

other allowances
74,233
------------------------------------------------------------------------------------------------------------2
Compensation
"NONE."
of five highest-paid
employees
(a) Name and address of each employee paid more than $50,000
(other
than those
(b) Title, and average

hours per week
devoted to pos1t1on
included
on line 1 - see instructions).
(c) Compensation
(d) Contributions to
employee benefit
plans and deferred
com pensat,on
115,875
ATCH 15
Total number of other emolovees paid over $50,000
(e) Expense account,

other allowances
23,972
................................
Form
JSA
JE1460
1 000
77270J
700P
7/16/2014
10
27
39 AM V 13-5
ST
If none, enter
0180312-00002
990-PF
(2013)
25-1113452
Page 7
Form 990-PF (2013)
:iffiiWii
Information
About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

and Contractors (continued)
Five highest-paid
independent contractors
for professional
services (see instructions). If none, enter "NONE."

(b) Type of sel'Vlce
(a) Name and address of each person paid more than $50,000
(c) Compensation
207,157
ATCH 16
Total number of others rece1vma over $50,000 for orofess1onal services .....................
I :tfiI f:W+iSummary
of Direct Charitable Activities
List the foundation's four largest direct charitable act1v1t1esdunng the tax year Include relevant stat1st1cal 1nformat1on such as the number of
organizations and other benefic1anes served, conferences convened, research papers produced, etc
Expenses
NOT APPLICABLE
Summary of Program-Related
Investments (see 1nstruct1ons)

Amount
Describe the two largest program-related investments made by the foundation dunng the tax year on lines 1 and 2
NOT APPLICABLE
All other program-related investments See instructions
3 NONE
--------------------------------------------------------------------------~
Total. Add Imes 1 through 3 .............................................
Form 990-PF(2013)
JSA
3E 1465 1 000
77270J
700P
7/16/2014
1027
39 AM V 13-5
ST
0180312-00002
25-1113452
Form 990-PF (2013)
htff1
1
a
b
c
d
e
Page
Minimum
Investment
see instructions.)
Return
(All domestic
foundations
must complete
Fair market value of assets not used (or held for use) directly m carrying out charitable,
purposes
Average monthly fair market value of securities ..
Average of monthly cash balances .
Fair market value of all other assets (see 1nstruct1ons).
Total (add lines 1a, b, and c) .
Reduction claimed for blockage or other factors reported on lines 1a and
etc,
..
. . .. . . . .
. . . . . ..
..
I
. . .. . . . . . . . .
. . . . .. . . . . . .
1e
1c (attach detailed explanation) ..............
Acqu1s1t1onindebtedness applicable to line 1 assets
Subtract line 2 from line 1d
Cash deemed held for charitable act1v1t1es. Enter 1 112 % of line 3 (for greater amount, see
instructions).
..
.
.
. .
..
Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, hne 4
Minimum investment return. Enter 5% of hne 5
2
3
.. ...
. . . ..
. .. .. ..
5
6
..... ..... ..... . .....
..................
..
. . . . . ..
:it-:1
1
2a
b
c
3
4
5
6
7
a
b
2
a
b
4
300,781,005
2
3
300,781,005
4
5
6
4,511,715
296,269,290
14,813,465
273, 606
2c
3
4
273,606
14, 539, 859
Add Imes 3 and 4. . . . . . . . . . . . . . . . . ......................

Deduction from distributable amount (see instructions) .....................
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,
5
6
14, 539, 859
line 1..........................
14,539,859
1a
1b
15,903,123
Distributions
(see instructions)
Amounts paid (including adm1nistrat1ve expenses) to accomplish charitable, etc , purposes

Expenses, contributions, gifts, etc. - total from Part I, column (d), hne 26 ...
Program-related investments - total from Part IX-B ..
Amounts paid to acquire assets used (or held for use) directly m carrying out charitable, etc ,
purposes.
Amounts set aside for spec1f1c charitable projects that satisfy the
Su1tab1htytest (prior IRS approval required).
. .
.
.
Cash d1stribut1on test (attach the required schedule).
..
..
.. .... ......
..
. ..
...
. . . . . . . .....
..
..
. ...
....
. .. . .
. . . . . . . .. . . .. . . .
. . . . . . . ... . .
.. . ..
.. ..
.. ..
2
3a
3b
4
15,903,123
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income
0
5
Enter 1% of Part I, line 27b (see instructions).
15,903,123
6
Adjusted qualifying distributions. Subtract line 5 from line 4 ...
Note. The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation
quahf1es for the section 4940(e) reduction of tax in those years.
Qualifying distributions. Add lines 1 a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 .
... ... ..
300,762,163
18,842.
14,813,465
Minimum investment return from Part X, hne 6 . . . .

. ....
.
2a
.
Tax on investment income for 2013 from Part VI, hne 5 .....
2b
Income tax for 2013 (This does not include the tax from Part VI ) ..
Add hnes 2a and 2b
Distributable amount before adjustments Subtract line 2c from hne 1.
Recoveries of amounts treated as qualifying d1stnbut1ons .................
... .. ..
.... ..
1a
1b
1c
1d
Distributable
Amount (see 1nstruct1ons) (Section 4942(J)(3) and 0)(5) private operating foundations
and do not complete this part)
and certain foreign organizations check here ..,.
if#l3iiQualifying
1
this part. Foreign foundations,
. . . . ..
. . . . ... . .
. . . ..
. . . . . ..
Form
JSA
3E1470 1 000
77270J
700P
7/16/2014
10 2 7 3 9 AM V 13-5
ST
0180312-00002
990-PF (2013)
25-1113452
Page 9
Form 990-PF (2013)
:1:, ......
Undistributed
~ 1
Income (see instructions)
Distributable
Und1stnbutedincome, 1f any, as of the end of 2013
line 7
amount
for 2013
e
a Enter amount for 2012 only

b Total for pnoryears
(d)
2013
14,539,859
(c)
2012
4,389,989
4,827,740
4,187,129.
4,395,233
1,691,075
From 2009
c From 2010
d From 2011
e From 2012
4
(b)
Years prior to 2012
carryover, 11any, to 2013
Excess distributions
(a)
Corpus
20__l_l.._,20_l2._,20~
a From 2008
b
from Part XI,
. . . . . . . ..
Total of lines 3a through e
19,491,166
Qualifying d1stribut1ons for 2013 from Part XII,
15,903,123
line 4 ~ $
a Applied to 2012, but not more than line 2a
..
b Applied to undistributed income of prior years

(Election required - see 1nstruct1ons)....
c Treated as d1stribut1ons out of corpus (Election
required - see instructions) . . .
d Applied to 2013 distributable amount
14,539,859
..
e Rema1n1ng amount distributed out of corpus
1,363,264
Excess d1stribut1ons carryover applied to 2013 .

(If an amount appears m column (d), the same
amount must be shown m column (a))
Enter the net total of each column
as
indicated below:
a Corpus Add lines 31, 4c, and 4e Subtract line 5
20,854,430
Prior years' undistributed

income
Subtract
line 4b from line 2b
. ..
c Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed .
b
.........
. .
..
Io
d Subtract
line 6c from line 6b. Taxable
amount - see 1nstruct1ons
e Undistributed income for 2012 Subtract line
4a from line 2a Taxable amount
see
1nstruct1ons
. . ... . . . ....
-
IO
Io
Undistributed income for 2013 Subtract Imes

4d and 5 from line 1 This amount must be
distributed 1n2014
I
Amounts treated as d1stribut1ons out of corpus

to satisfy req u I rements imposed by section
170(b)(1 )(F) or 4942(g)(3) (see 1nstruct1ons)
Excess d1stribut1ons carryover from 2008 not

applied on line 5 or line 7 (see 1nstruct1ons) . .
carryover
Excess distributions
Subtract Imes 7 and 8 from line 6a
..
10
...
4,389,989
2014.
16,464,441
IO
Analysis of line 9
a Excess from 2009

b Excess from 2010
c
to
Excess from 2011
Excess from 2012
Excess from 2013
4,827,740
4,187,129
4,395,233
1, 691, 075
1,363,264
Form 990-PF(2013)
JSA
3E1480 1 000
77270J
700P
7/16/2014
10 27 39 AM V 13-5
ST
0180312-00002

Private Operating Foundations (see instructions and Part VII-A, question 9)
25-1113452
Form 990-PF (2013)

l:.O,iaw~u
1a If the foundatron has received a ruling or determ1nat1on letter that ii
IS
a private operating
~
foundation, and the ruling 1seffective for 2013, enter the date of the ruling
b Check box to indicate whether the foundation 1s a private operating foundation described 1nsection
Tax year
2a Enter the lesser of the ad-
I I
4942(J)(3) or
I I
Prior 3 years
(b) 2012
(a) 2013
Justednet income from Part

I or the minimum investment
return from Part X for each
year listed
Page 10
NOT APPLICABL E
(c) 2011
4942(J)(5)
(e) Total
(d) 2010
b 85% of line 2a
C Qual1fymg d1stnbut1ons from Part
XII, line 4 for each year lrsted
Amounts included In line 2c not

used directly for actrve conduct
of exempt act1v1t1es
e Qual1fy1ng d1stnbut1ons made

directly for actrve conduct of
exempt act1V1t1es Subtract I ine
2d from lme 2c
Complete 3a, b, or c for the

alternative test rahed upon
a Assets alternative test - enter
(1)
(2)
Value of all assets

Value of assets qualifying
under section
4942~)(3)(8)(1),
Endowment
enter 2/3
alternative
test-
of mm1mum invest-
ment return shown
1n Part X.
line 6 for each year llsted

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)
from
Support
general
public and 5 or more
exempt organ1zat1ons as
provided In section 4942
(JX3)(B)(111),
(3)
Largest amount
from
an
port
organization.
(4)
l"r.P'.t.T
or supexempt
Gross investment income
part only if the foundation

this
Supplei:nentary Information (Complete
.
.
at any time during the year see instructions.)
Information
Regarding
Foundation
had $5,000
or more in assets
Managers:
a List 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 1fthey have contributed more than $5,000) (See section 507(d)(2))
N/A
b List 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
N/A
2
Information
Regarding
Contribution,
Grant, Gift, Loan, Scholarship,
etc., Programs:
Check here~
1f the foundation only makes contributions to preselected charitable organizations and does not accept
unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see 1nstruct1ons) to 1nd1v1dualsor organizations under
other cond1t1ons, complete items 2a, b, c, and d.
a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed
ATTACHMENT 20
b The form 1nwhich appl1cat1ons should be submitted and 1nformat1on and materials they should include
ATTACHMENT 20
c Any subm1ss1on deadlines

ATTACHMENT 20
d Any restrictions
factors
or hm1tat1ons on awards, such as by geographical
areas, charitable fields, kinds of inst1tut1ons, or other
ATTACHMENT 20
JSA
3E14901000
Form 990-PF (2013)
77270J
700P
7/16/2014
1 0 . 2 7 3 9 AM V 1 3 - 5 5 T
0180312-00002
25-1113452
Form 990-PF (2013)
Page
Uifld!i
Supplementary Information (continued)

3 G ranst an d C ontri-but1ons Pa1-d D unng the Year or A1ooroved f or Fut ure p avmen
If rec1p1ent1san indMdual,
Foundation
Recipient
Purpose of grant or
show any relat1onsh1p
to
status of
any foundation manager
contnbut,on
rec,p,ent
Name and address (home or business)
or substantial contnbutor
a Paid dunng the year
11
Amount
ATCH 17
.....3a
Total
14, 647, 500
b Approved for future payment
ATCH 18
.....3b
Total
2,175,000
Form
JSA
3E1491 1 000
77270J
700P
7/16/2014
10 27 39 AM V 13-5
ST
0180312-00002
990-PF (2013)
SARAH
~I
SCAIFE
FOUNDATION
INCORPORATED
25-1113452
Form 990-PF (2013)
Page
12
Analysis of Income-Producing Activities

Unrelated business income
Enter gross amounts unless otherwise 1nd1cated
(a)
(b)
Amount
Businesscode
1 Program service revenue
(e)
Excluded by section 512, 513, or 514

(c)
Exclusioncode
(d)
Amount
Related or exempt
function income
(See 1nstruct1onsl
a
b
c
d
e
f
g
Fees and contracts from government agencies
2 Membership dues and assessments
.....
3 Interest on savings and temporary cash investments

4 D1v1dendsand interest from securities
. . ..
14
8,271,635
18
5,544,635
5 Net rental income or (loss) from real estate
Debt-financed property . . . . .
Not 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

9 Net income or (loss) from special events
..
10 Gross profit or (loss) from sales of inventory.

FUND INC
11 Other revenue a VENTURE
OTHER
INCOME
b
14
275,563
14
15,335
c
d
e
14,107,168.
12 Subtotal Add columns (b). (d), and (e) . ..

13 Total.Addline12,columns(b),(d),and(e),,.,
.
,,,,
....
, ..
,.,,,,,,.
(See worksheet 1n line 13 instructions to verify calculations )
:.t:1a.u11
Relationship of Activities to the Accomplishment of Exempt Purposes
Lin11No.
13
14, 107,
168
=Explain below
how each act1v1ty for which income 1s 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 1nstruct1ons)
Form
JSA
3E1492 1 000
77270J
700P
7/16/2014
10
27
39
AM
13-5
ST
0180312-00002
990-PF
(2013)
SARAH SCAIFE
Form 990-PF(2013)
FOUNDATION
l:.@ftffljiInformation Regarding Transfers
INCORPORATED
25-1113452
Page
13
To and Transactions and Relationships With Noncharitable
Exempt Organizations
c
d
Did the organization directly or indirectly engage 1n any of the following with any other organization described
Yes No
in section 501(c) of the Code (other than section 501{c)(3) organizations) or in section 527, relating to pol1t1cal
organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of
x
1 al1 l
(1) Cash ..
x
1al2l
(2) Other assets .
. .

.
Other transactions
x
1 b(1l
(1) Sales of assets to a noncharitable exempt organization
x
1 b(2l
(2) Purchases of assets from a noncharitable exempt organization
x
1bl3)
(3) Rental of fac11it1es,equipment, or other assets .
x
1bl4)
(4) Reimbursement arrangements . .
. . . . . . . . . .
x
1bl5)
(5) Loans or loan guarantees . . . . . . . . . . . ..
x
1bl6}
(6) Performance of services or membership or fundra1s1ngsollc1tat1ons
x
1c
Sharing of facilities, equipment, ma1l1nglists, other assets, or paid employees .
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) Lme no
(b) Amount involved
(d) Descnpllon of transfers, transactions, and shanng arrangements
(c) Name of nonchantable exempt organization
N/A
N/A
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 " corn lete the followin schedule
(a) Name of orgamzat1on
Yes
No
(c) Description of relat1onsh1p
(b) Type of organization
Under pe allies of per1ury, I declare that I have examined this return, including accompanying sdledules and statements, and to the best of my knowledge and belief, 1t is true,
correc a
com
e Declar
of preparer ( th r than taxpayer) 1sbased o all mformat1onof which preparer has any knowledge
Sign
Here
~~~~~u..4~~_J_1--J-J'2,...~,_~z..::::::ot~f,
Tille
?ar:.~
cb.W't
Prmt/Type preparer's name
Check
7/16/2014
10
19103
PA
27
39 AM V 13-5
1f PTIN
Phone no
3E14931000
700P
~ Yes
return
below
P O12 7 3 2 7 9
36-6055558
self-employed
JSA
77270J
the IRS discuss this

tne preparer shown
(see instructoons)?
Paid
ANDREA KYZYMA
Preparer Firm's name
~ GRANT THORNTON
Use Only Firm'saddress ~ 2001 MARKET STREET,
PHILADELPHIA,
May
with
ST
0180312-00002
2 1 5- 5 6 1 - 4 2 0 0
Form 990-PF
(2013)
SARAH
SCAIFE
FOUNDATION
INCORPORATED
25-1113452
FORM 990-PF - PART IV

CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT
INCOME
p
Gross sale
price less
exoenses of sale
Cost or
other
Deprec1at1on
allowed/
al'- .....,hl<>
'----
SEE
FMV
as of
1?n1/fHl
ATTACHMENT
PROPERTY
TYPE
AdJ basis
as of
1 ?/~1
/1':Q
Excess of
FMVover
ad, basis
5,544,635
5,544,635
JSA
3E1730 1 000
700P
7/16/2014
1027:39
AM
V 13-5
ST
0180312-00002
Date sold
VAR
SECURITIES
GAIN (L OSS)
77270J
Date
acquired
Gain
or
llossl
24
74259683
79804318.
TOTAL
01
Description
Kind of Property
VAR
25-1113452
ATTACHMENT 1
FORM 990PF,
PART I - DIVIDENDS AND INTEREST FROM SECURITIES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
INTEREST INCOME
DIVIDEND INCOME
TOTAL
NET
INVESTMENT
INCOME
799,109.
7,472,526.
799,109.
7,472,526.
8.271,635.
8.271,635.
ATTACHMENT1
77270J
700P
7/16/2014
10 27 39 AM V 13-5
ST
0180312-00002
25-1113452
ATTACHMENT 2
FORM 990PF,
PART I - OTHER INCOME
DESCRIPTION
VENTURE INCOME
OTHER INCOME
TOTALS
REVENUE
AND
EXPENSES
PER BOOKS
275,563.
15,335.
NET
INVESTMENT
INCOME
275,563.
15,335.
290.898.
290.898.
ATTACHMENT 2
77270J
700P
7/16/2014
10 27 39 AM V 13-5
ST
0180312-00002
25-1113452
ATTACHMENT 3
FORM 990PF,
PART I - LEGAL FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
LEGAL FEES
TOTALS
NET
INVESTMENT
INCOME
ADJUSTED
NET
INCOME
CHARITABLE
PURPOSES
28,370.
28,370.
28.370.
28.370.
ATTACHMENT3
7 72 7 0 J 7 0 0 P
7 /1 6 I 2 0 14
1 0 2 7 . 3 9 AM V 1 3 - 5 5 T
0180312-00002
25-1113452
ATTACHMENT 4
FORM 990PF,
PART I - ACCOUNTING FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
AUDIT,
NET
INVESTMENT
INCOME
ADJUSTED
NET
INCOME
CHARITABLE
PURPOSES
COMPLIANCE, AND TAX SRV
46,632.
23,316.
23,316.
TOTALS
46.632.
23.316.
23.316.
ATTACHMENT4
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ATTACHMENT 5
FORM 990PF,
PART I - OTHER PROFESSIONAL FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
FISCAL AGENT FEES
CONSULTING
TOTALS
NET
INVESTMENT
INCOME
252,189.
25,600.
252,189.
277
252,189.
CHARITABLE
PURPOSES
25,600.
789.
25,600.
ATTACHMENT5
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ATTACHMENT 6
FORM 990PF,
PART I - TAXES
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
257,000.
FEDERAL EXCISE TAX

TOTALS
77270J
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257.000
ST
0180312-00002
25-1113452
ATTACHMENT 7
FORM 990PF,
PART I - OTHER EXPENSES

REVENUE
AND
EXPENSES
PER BOOKS
618.
16,952.
4,308.
23,645.
2,223.
DESCRIPTION
COMPUTER MAINTENANCE
INSURANCE
DUES & SUBSCRIPTIONS
OFFICE EXPENSES
TELEPHONE
TOTALS
NET
INVESTMENT
INCOME
47.746.
l, 991.
4,938.
261.
7 ,_U_Q_.
CHARITABLE
PURPOSES
618.
14,962.
4,308.
18,706.
1,962.
40.556
ATTACHMENT7
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ATTACHMENT 8
FORM 990PF,
PART II
- PREPAID EXPENSES AND DEFERRED CHARGES

ENDING
BOOK VALUE
DESCRIPTION
PREPAID
INSURANCE
TOTALS
ENDING
FMV
8,380.
8,380.
8.380.
8.380.
ATTACHMENT8
7 72 7 0 J 7 0 0 P
7 /1 6 I 2 0 1 4
1 0 2 7 3 9 AM V 1 3 - 5 5 T
0180312-00002
FORM 990PF,
PART II
- U.S.
25-1113452
AND STATE OBLIGATIONS

ATTACHMENT 9
ENDING
BOOK VALUE
DESCRIPTION
GOVERNMENT SECURITIES
MUNICIPAL BONDS
SEE ATTACHMENT 23
US OBLIGATIONS TOTAL
ENDING
FMV
25,296,569.
44,046.
24,908,800.
42,926.
25.340.615.
24 951. 726
t
ATTACHMENT9
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ATTACHMENT 10
FORM 990PF,
PART II
- CORPORATE STOCK
DESCRIPTION
COMMONSTOCK INVESTMENTS
SEE ATTACHMENT 23
TOTALS
ENDING
BOOK VALUE
ENDING
FMV
130,247,399.
274,413,786.
130.247.399.
274.413.786.
ATTACHMENT10
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ATTACHMENT 11
FORM 990PF,
PART II
- CORPORATE BONDS
ENDING
BOOK VALUE
DESCRIPTION
CORPORATE BOND INVESTMENTS
SEE ATTACHMENT 23
TOTALS
ENDING
FMV
13,470,707.
13,350,069.
13.470.707.
13.350.069.
ATTACHMENT11
77270J
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ATTACHMENT 12
FORM 990PF,
PART II
- OTHER INVESTMENTS
ENDING
BOOK VALUE
DESCRIPTION
VENTURE FUNDS
MUTUAL FUNDS
SEE ATTACHMENT 23
TOTALS
ENDING
FMV
1,407,501.
4,000,000.
973,886.
4,058,274.
5.407.501
5.032.160.
ATTACHMENT12
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ATTACHMENT 13
FORM 990PF,
PART III
- OTHER DECREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION
AMOUNT
CHANGE IN ACCURED EXPENSES
35,000.
TOTAL
77270J
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10. 27 39 AM V 13-5
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35.000.
0180312-00002

FOR!'-LJ)90PF,
PART VIII
25-1113452
- LIST OF OFFICERS,
DIRECTORS,
AND TRUSTEES
TITLE AND AVERAGE HOURS PER

WEEK DEVOTED TO POSITION
NAME AND ADDRESS
ATTACHMENT 14
COMPENSATION
CONTRIBUTIONS
TO EMPLOYEE
BENEFIT PLANS
RICHARD M SCAIFE
301 GRANT STREET
ONE OXFORD CENTRE, SUITE 3900
PITTSBURGH, PA 15219-6402
CHAIRMAN/TRUSTEE
3 00
MICHAEL W GLEBA
301 GRANT STREET
PRESIDENT/TREASURER/TRUSTEE
32 00
314,667
VICE PRESIDENT
BARBARA L SLANEY
301 GRANT STREET
32 00
BARBARA L SLANEY SERVED AS VICE PRESIDENT FOR 32 HOURS PER WEEK UNTIL
AUGUST 31. 2013
53,333
R DANIEL MCMICHAEL
SR FELLOW/ASSIT SECRETARY
301 GRANT STREET
3 00
R DANIEL MCMICHAEL SERVED AS SENIOR FELLOW AND ASSISTANT SECRETARY UNTIL
SEPTEMBER 23, 2013
THE COMPENSATION LISTED RELATED TO HIS SERVICES AS A
CONSULTANT TO THE FOUNDATION
25,600
EXPENSE ACCT
AND OTHER
ALLOWANCES
40,200
18,333.
ATTACHMENT 14
77270J
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0180312-00002

FORM 990PF,
PART VIII
25-1113452
- LIST OF OFFICERS,
DIRECTORS,
AND TRUSTEES

NAME AND ADDRESS
TREASURER/SECRETARY
32 00
ATTACHMENT 14
COMPENSATION
68,200.
CONTRIBUTIONS
TO EMPLOYEE
BENEFIT PLANS
(CONT'D)
EXPENSE ACCT
AND OTHER
ALLOWANCES
YVONNE MARIE BLY

301 GRANT STREET
ASST
T. KENNETH CRIBB, JR
301 GRANT STREET
TRUSTEE
3 00
6,000
EDWIN J FEULNER, JR
301 GRANT STREET
TRUSTEE
3.00
6,000
ROGER KIMBALL
301 GRANT STREET
TRUSTEE
3 00
1,500
ALLAN H MELTZER
301 GRANT STREET
TRUSTEE
3.00
6,000
15,700
ATTACHMENT 14
77270J
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AM V 13-5
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25-1113452

FORM ~90PF,
PART VIII
- LIST OF OFFICERS,
DIRECTORS,

NAME AND ADDRESS
ATTACHMENT 14
AND~TJrnSTEES
(CONT'D)
COMPENSATION
CONTRIBUTIONS
TO EMPLOYEE
BENEFIT PLANS
EXPENSE ACCT
AND OTHER
ALLOWANCES
E. VAN R MILBURY
301 GRANT STREET
TRUSTEE
3 00
ROGER W. ROBINSON, JR
301 GRANT STREET
TRUSTEE
3 00
6,000
JAMES C. RODDEY
301 GRANT STREET
TRUSTEE
3 00
6,000
CHRISTINE J TORETTI
301 GRANT STREET
TRUSTEE
3 00
1, 500.
JAMES M WALTON
301 GRANT STREET
TRUSTEE
3 00
3,000
4 9 7 ,Jl__Q_Q_
GRAND TOTALS
74 233
ATTACHMENT 14
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25-1113452
990PF,
PART VIII
- COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES

ATTACHMENT 15
TITLE AND AVERAGE
HOURS PER WEEK
DEVOTED TO POSITION
NAME AND ADDRESS
COMPENSATION
CONTRIBUTIONS EXPENSE ACCT

TO EMPLOYEE AND OTHER
BENEFIT PLANS ALLOWANCES
MATT GROLL
301 GRANT STREET
PITTSBURGH, PA 15219
EMPLOYEE
8.00
54,000.
10,050
COLLEEN XENAKIS
301 GRANT STREET
EMPLOYEE
8.00
61,875.
13,922.
Ll5, 87 5.
23.972
TOTAL COMPENSATION
ATTACHMENT15
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0180312-00002
990PF,
PART VIII-
25-1113452
COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS

ATTACHMENT16
NAME AND ADDRESS
TYPE OF SERVICE
OXFORD DEVELOPMENTCOMPANY/GRANTST.
ONE OXFORD CTR-PLAZA LEVEL, 301 GRANT ST
FACILITY
RENTAL
TOTAL COMPENSATION
7 72 7 0J 7 00P
7 /1 6 I 2 0 14
1 0 2 7 3 9 AM V 1 3 - 5 . 5 T
COMPENSATION
207,157.
207.157.
0180312-00002
SARAH SCAIFE
FORM 990PF
FOUNDATION INCORPORATED
25-1113452
PART XV - GR?i.NTS AND CONTRTBTJTIONSPAID DfIRING THE YEAR

ATTACHMENT
RELATIONSHIP
]___]_
TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT
NAME AND ADDRESS
ACTON INSTITUTE
98 E
- STUDY OF RELIGION
305 MT
50,000
SUITE
NONE
208
GENERAL OPERATING SUPPORT
125.000
STANDING COMMITTEE ON LAWAND NATIONAL SECURITY
115. 000
225,000
PROJECT SUPPORT
400,000
PROGRAM SUPPORT
200.000
PC
PA 15234
CONNECTICUT AVE,
FUND FOR JUSTICE
NW SUITE
AND EDU
400
NONE
SO-DP
IL 20036
AMERICAN CIVIL
O
PROJECT SUPPORT
NONE
FOR PUBLIC POLICY
AMERICAN BAR ASSOCIATION
CHICAGO,
AMOUNT
PC
LEBANON BLVD,
PITTSBURGH,
PURPOSE OF GRANT OR CONTRIBUTION
MI 49503
ALLEGHENY INSTITUTE
& LIBERTY
FULTON STREET
GRAND RAPIDS,
1050
FOUNDATION STATUS OF RECIPIENT
RIGHTS INSTITUTE
NONE
BOX 188350
PC
SACRAMENTO, CA 95818
AMERICAN ENTERPRISE
1150
INSTITUTE
SEVENTEENTH ST
FOR PUBLIC POLICY RE
NW
NONE
PC
WASHINGTON, DC 20036
AMERICAN ENTERPRISE
1150
INSTITUTE
SEVENTEENTH ST
NW
NONE
PC
ATTACHMENT 17
77270J
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39 AM
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25-1113452
FORM 990PF
PART XV - GRANTS ti.ND CONTBTBIITTONSPAID DrTBJNGTHE YEZ\B
ATTACHMENT17 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT
AMERICAN ENTERPRISE INSTITUTE

1150
FOUNDATION STATUS Of RECIPIENT
NAME AND ADDRESS
SEVENTEENTH ST
PURPOSE Of GRANT OR CONTRIBUTION
NONE
AMOUNT
SHADOWFINANCIAL REGULATORY COMMITTEE
25.000
PC
NW
AMERICAN FOREIGN POLICY COUNCIL
NONE
509 C STREET,
PC
NE
125,000
40,000
75,000
GENERAL OPERATING AND PROGRAM SUPPORT
75,000
AMERICA'S FUTURE FOUNDATION
NONE
1513
PC
l 6TH STREET,
NW
ATLANTIC LEGAL FOUNDATION
NONE
2039
PC
PALMER AVENUE, SUITE 104
LARCHMONT, NY 10538
ATLAS ECONOMIC RESEARCH FOUNDATION
NONE
1201
PC
L STREET.
NW, SUITE 200
CAPITAL RESEARCH CENTER
NONE
1513
PC
16TH STREET,
NW
200.000
ATTACHMENT 17
77270J
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102739AM
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FORM 990PF
25-1113452
PART XV - GRANTS AND CONTRTBIITTONS PAID DORING THE YEAR

ATTACHMENT11
/CONT'D)

AND
RECIPIENT
NAME AND ADDRESS
CARNEGIE MELLON UNIVERSITY
NONE
5000
PC
FORBES AVENUE
PITTSBURGH,
NONE
5000
PC
FORBES AVENUE
PROJECT SUPPORT
75,000
CENTER FOR THE STUDY OF PUBLIC POLICY
125,000
PA 15213
NONE
CATO INSTITUTE
1000
AMOUNT
PA 15213
CARNEGIE MELLON UNIVERSITY
PITTSBURGH,
MASSACHUSETTS AVE,
DOMESTIC POLICY STUDIES PROGRAMS
40,000
50.000
150.000
110,000
PC
NW
CENTER FOR EQUAL OPPORTUNITY
NONE
7700
PC
LEESBURG PIKE,
SUITE 231
FALLS CHURCH, VA 22043
CENTER FOR IMMIGRATION STUDIES,

1629
K STREET,
NW, SUITE
INC
NONE
PC
600
NONE
CENTER FOR INDIVIDUAL RIGHTS

1233
20TH STREET,
NW, SUITE 300
PC
ATTACHMENT 17
77270J
700P
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25-1113452
FORM 990PF
PaBT XV - GBll.NTS AND CONTBTBJJTIONSPAID DPRTNG THE YEAR
ATTACHMENT
17 (CONT'D)
AND
RECIPIENT
NAME AND ADDRESS
75,000
175.000
SENIOR ADVISOR POST AND PROJECT SUPPORT
600.000
150,000
NONE
GENERAL OPERATING.
100.000
PC
SUPPORT
NONE
NONE
933 N
PC
SUITE 405
AMOUNT
CENTER FOR MEIDA AND PUBLIC AFFAIRS

KENMORE ST,
CENTER FOR SECURITY POLICY INC
NONE
1901
PC
PENNSYLVANIA AVE,
NW, SUITE 201
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES.

1616
RHODE ISLAND AVE,
INC
NONE
PC
NW
CITIZENS'
161 ST
ST
NONE
COUNCIL FOR HEALTH FREEDOM

ANTHONYAVE
SUITE 923
PC
PAUL, MN 55103
CLAREMONT INSTITUTE
FOR THE STUDY OF STATESMANSHIP
937 WEST FOOTHILL BLVD,
SUITE E
PROGRAM AND WASHINGTON FELLOW
CLAREMONT, CA 91711
CLAREMONT INSTITUTE
FOR THE STUDY OF STArESMANSHIP
937 WEST FOOTHILL BLVD,
300.000
PC
SUITE E
CLAREMONT. CA 91711
ATTACHMENT 17
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25-1113452
FORM 990PF
PART
XV -
GRANTS
AND CQNTRIBIJTTONS
PAID
D[JRTNG THE
YEAR
ATTACHMENT17
!CONT'D)

AND
RECIPIENT
NAME AND ADDRESS
COLLEGIATE NETWORK, INC
NONE
3901
PC
CENTERVILLE ROAD
AMOUNT
240.000
240,000
175.000
250,000
PROJECT SUPPORT
175.000
300,000
WILMINGTON, DE 19807
COMMITTEE FOR A CONSTRUCTIVE TOMORROW
NONE
PC
BOX 65722
THE COMMONWEALTH
FDN - PUBLIC POLICY ALTERNATIVES
NONE
225 STATE STREET.
PC
SUITE 302
HARRISBURG, PA 17101
COMPETITIVE ENTERPRISE
1899
L STREET,
INSTITUTE
NONE
PC
NW, 12TH FLR
COMPETITIVE ENTERPRISE INSTITUTE
NONE
1899
PC
L STREET, NW, 12TH FLR
DAVID HOROWITZ FREEDOM CENTER
NONE
14724
PC
VENTURA BLVD , SUITE 820
SHERMAN OAKS. CA 91403
ATTACHMENT 17
77270J
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0180312-00002
SARAH SCAIFE
FORM 990PF
25-1113452
PART XV -
GRP.NTS AND CQNTRIBIITTONS PAID
DIIBTNG THE YEAR
ATTACHMENT
17 (CONT'D)
RELATIONSHIP
AND
RECIPIENT
NAME AND ADDRESS
THE DEFENSE FORUM FOUNDATION,

30H
NONE
INC
CASTLE ROAD
AMOUNT
PROGRAM SUPPORT
50,000
PC
FALLS CHURCH, VA 22044
ETHICS AND PUBLIC POLICY CENTER,

1730
M STREET,
NW, SUITE
NONE
INC
125.000
400, 000
GOVERNMENT AGENCY COORDINATION OFFICE
100.000
200.000
PC
910
THE FEDERALIST
1015
SOCIETY - LAW & PUBLIC POLICY STUDY
18TH STREET,
NW, SUITE
NONE
PC
425
FOUNDATION FOR CALIFORNIA

250
UNIVERSITY
CALIFORNIA,
UNIVERSITY
NONE
OF PA
PC
AVENUE, BOX 20
PA 15419
FOUNDATION FOR CULTURAL REVIEW,

900 BROADWAY, SUITE
INC
NONE
PC
602
NEW YORK, NY 10003
FOUNDATION FOR CULTURAL REVIEW,

900
BROADWAY, SUITE
NONE
INC
PROJECT SUPPORT
32.500
PC
602
NEW YORK, NY 10003
ATTACHMENT 17
77270J
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0180312-00002
SARAH SCAifE
25-1113452
fOUNDATION INCORPORATED
PART XV - GRANTS ?I.NDCONTBTBIITTONSPAID DURING THE YEAR
FORM 990PF
ATTACHMENT17
{CONT'D)

AND
RECIPIENT
fOUNDATION STATUS Of RECIPIENT
NAME AND ADDRESS
fOUNDATION fOR INDIVIDUAL RIGHTS IN EDUCATION, INC
NONE
170 S
PC
INDEPENDENCE MALL W, SUITE 510
PHILADELPHIA,
AMOUNT
125.000
250.000
35,000
180,000
LAW AND ECONOMICS CENTER
225.000
CENTER fOR STUDY Of PUBLIC CHOICE
100,000
PA 19106
fREEDOMWORKSfOUNDATION
NONE
400 N
PC
CAPITOL ST,
NW, SUITE 765
GALEN INSTITUTE,
P
NONE
INC
PC
BOX 320010
ALEXANDRIA, VA 22320
GEORGE C
1601
NONE
MARSHALL INSTITUTE
KENT STREET,
PC
SUITE 802
ARLINGTON. VA 22209
GEORGE MASON UNIVERSITY fOUNDATION,

3301
fAIRfAX
fAIRfAX,
PC
VA 22201
GEORGE MASON UNIVERSITY fOUNDATION,

4400
NONE
INC
DRIVE
NONE
INC
PC
UNIVERSITY DRIVE
fAIRfAX,
VA 22030
ATTACHMENT 17
77270J
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5T
0180312-00002
25-1113452
FORM 990PF
PART XV - GRANTS AND CONTRIBIJTTONSPAID DTJBTNGTHE YEAR


AND
RECIPIENT
NONE
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE,
NAME AND ADDRESS
AMOUNT
800,000
CENTER FOR RELIGIOUS FREEDOM
100,000
PC
NE
HUDSON INSTITUTE
1015
NONE
INC
15TH STREET,
PC
NW, SIXTH FLOOR
HUDSON INSTITUTE
1015
15TH STREET,
NONE
INC
PROJECT SUPPORT
50, 000
75,000
450,000
ECONOMIC SECURITY PROGRAM
160.000
PC
NW, SIXTH FLOOR
HUMANRIGHTS FOUNDATION INC
NONE
EMPIRE STATE BLDG, 14515
PC
NEW YORK, NY 10118
INSTITUTE
FOR FOREIGN POLICY ANALYSIS,
NONE
INC
PC
lOTH FLOOR
CAMBRIDGE, MA 02139
INSTITUTE
FOR FOREIGN POLICY ANALYSIS,
NONE
INC
PC
lOTH FLOOR
CAMBRIDGE, MA 02139
ATTACHMENT 17
77270J
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0180312-00002
25-1113452
FORM 990PF
Pa.RT XV
GRANTS AND CONTRTBIITTONSPAID DIIRTNGTHE YEAR
AND
RECIPIENT
NAME AND ADDRESS
INSTITUTE
FOR HUMANESTUDIES
3351
NONE
AMOUNT
50,000
100,000
PROJECT SUPPORT
200,000
PC
FAIRFAX DRIVE
ARLINGTON, VA 22201
INSTITUTE
901 N
NONE
FOR JUSTICE
GLEBE RD,
PC
SUITE 900
ARLINGTON, VA 22203
THE INSTITUTE
1521
NONE
OF WORLD POLITICS
16TH STREET,
NW
PC
THE INSTITUTE
ON RELIGION AND PUBLIC LIFE,
35 EAST 21ST ST,
INC
NONE
GENERAL OPERATING AND PUBLICATION SUPPORT
60,000
PC
6TH FLOOR
NEW YORK, NY 10010
INTERCOLLEGIATE STUDIES INSTITUTE,

3901
NONE
INC
450,000
PC
CENTERVILLE ROAD
WILMINGTON, DE 19807
INTERNATIONAL FREEDOM EDUCATIONAL FOUNDATION
NONE
PC
BOX 9925
CENTER FOR A SECURE FREE SOCIETY
75,000
MCLEAN, VA 22102
ATTACHMENT 17
77270J
700P
7/16/2014
10 27 39 AM
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ST
0180312-00002
\,
25-1113452
'.
FORM 990PF
PART XV - GRANTS AND CONTBTBPTTONSPAID OfJBTNGTHE YEAR
ATTACHMENT
11 {CONT'D)
AND
RECIPIENT
NAME AND ADDRESS
JAMESTOWN FOUNDATION
NONE
1111
PC
16TH STREET,
NW, SUITE 320
AMOUNT
125.000
JOHNS HOPKINS UNIV

1740
THE PAUL H
MASSACHUSETTS AVE.
NITZE SCHOOL
NW
NONE
RESEARCH AND WRITING PROJECTS
60.000
PC
BALTIMORE, DE 20036
JUDICIAL
WATCH, INC
425 THIRD STREET,
NONE
SW, SUITE 800
225,000
250.000
150.000
400.000
PC
LANDMARKLEGAL FOUNDATION
NONE
19415
PC
DEERFIELD AVE,
KANSAS CITY,
SUITE 312
MO 20176
MANHATTANINSTITUTE
FOR POLICY RESEARCH INC
52 VANDERBILT AVE
NONE
PC
NEW YORK, NY 10017
MEDIA RESEARCH CENTER, INC
NONE
1900
PC
CAMPUS COMMONSDR,
SUITE 600
ATTACHMENT 17
77270J
700P
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102739AM
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ST
0180312-00002
25-1113452
FORM 990PF
PART XV - GRANTS ANO CONTRIBUTIONS PAID DIJRTNG THE YEAR

ATTACHMENT11
/CONT'D)

AND
RECIPIENT
NAME AND ADDRESS
NORTH FAIRFAX DR,
FAIRFAX,
AMOUNT
NONE
MERCATUS CENTER INC

3351
75,000
PC
4TH FLOOR
VA 22201
MISSOURI STATE UNIVERSITY FOUNDATION
NONE
9302
PC
LEE HIGHWAY, SUITE 760
SPRINGFIELD,
DEPARTMENT OF DEFENSE AND STRATEGIC STUDIES
140.000
200,000
100,000
MO 22031
NATIONAL ASSOCIATION OF SCHOLARS, INC
NONE
8 WEST 38TH STREET,
PC
SUITE 503
NEW YORK, NY 10018
NATIONAL CENTER FOR POLICY ANALYSIS
NONE
12770
PC
COIT ROAD, SUITE 800
DALLAS, TX 75251
NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC
NONE
501 CAPITOL COURT, NE, SUITE 200
PC
PROGRAM SUPPORT
35,000
PROGRAM SUPPORT
240,000
NATIONAL INSTITUE
9302
NONE
FOR PUBLIC POLICY
PC
LEE HIGHWAY, SUITE 750
FAIRFAX,
VA 22031
ATTACHMENT 17
77270J
700P
7/16/2014
10 27 39 AM
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0180312-00002
SARAH SCAifE
25-1113452
fOUNDATION INCORPORATED
PART XV - GRANTS AND CQNTRIBJJTIONSPAID DIJBTNG THE YEAR
FORM 990PF
ATTACHMENTJJ
{CONT'D)

AND
RECIPIENT
NAME AND ADDRESS
fOUNDATION STATUS Of RECIPIENT
NATIONAL TAXPAYERS UNION fOUNDATION
NONE
108 NORTH ALfRED ST
PC
AMOUNT
50,000
40,000
PROJECT SUPPORT
40,000
NEW ENGLAND LEGAL fOUNDATION
NONE
150 LINCOLN STREET
PC
BOSTON, MA 02111
NUMBERSUSA EDUCATION AND RESEARCH fOUNDATION
NONE
1601
PC
KENT STREET,
SUITE 1100
ARLINGTON, VA 22209
PAClfIC
NONE
LEGAL fOUNDATION
150,000
150.000
PC
930 G STREET
SACRAMENTO, CA 95814
PAC!fIC
RESEARCH INSTITUTE
fOR PUBLIC POLICY
SAN fRANCISCO,
NONE
PC
ONE EMBARCADEROCENTER. SUITE 350

CA 94111
PRINCETON UNIVERSITY
NONE
JAMES MADISON PROGRAM IN AMERICAN IDEALS AND
83 PROSPECT AVENUE
PC
INSTITUTIONS
PRINCETON,
NJ 08540
ATTACHMENT 17
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FORM 990PF
PART XV - GRANTS AND CONTRIBIJTTONS

PAID DORING THE YEAR
ATTACHMENT17
/CONT'D)

AND
RECIPIENT
NAME AND ADDRESS
REASON FOUNDATION
NONE
5737
PC
MESMER AVENUE
AMOUNT
100.000
LOS ANGELES. CA 90230
REASON FOUNDATION
NONE
5737
PC
MESMER AVENUE
ENVIRONMENT PROGRAM
50.000
LOS ANGELES, CA 90230
SAINT VINCENT COLLEGE
NONE
300 FRASER PURCHASE ROAD
PC
CENTER FOR POLITICAL
AND ECONOMIC THOUGHT
so. 000
LATROBE, PA 15650
SOCIAL PHILOSOPHY AND POLICY FOUNDATION
NONE
PC
BOX 938
400,000
50,000
BOOK PROJECT
50.000
BOWLING GREEN, OH 43402
SOUTHEASTERN LEGAL FOUNDATION INC
NONE
2255
PC
SEWELL MILL ROAD, SUITE 320
ATLANTA, GA 30062
STANFORD U HOOVER INST ON WAR REVOLUTION & PEACE
NONE
434 GALVEZ MALL
PC
STANFORD, CA 94305
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PART X\1 - GRl:\.NTSAND CONTRIBITTTONS PAID DURING THE YEAR
ATTACHMENT
17 (CONT'D)
AND
RECIPIENT
NAME AND ADDRESS
NONE
43 4 GALVEZ MALL
PC
AMOUNT
RESEARCH PROGRAMS AND HOOVER FELLOWS SUPPORT
450.000
200.000
THE FLETCHER SCHOOL OF LAW AND DIPLOMACY
390.000
PROJECT SUPPORT
100.000
STANFORD, CA 94305
NONE
TAX FOUNDATION
529
14TH STREET.
PC
NW, SUITE 420
TUFTS UNIVERSITY
NONE
419 BOSTON AVE
PC
MEDFORD, MA 02155
TWENTY-FIRST CENTURY INITIATIVES
NONE
1730
PC
RHODE ISLAND AVE,
NW SUITE 300
UNIVERSITY OF CHICAGO
NONE
1111
PC
EAST GOTH STREET
COASE-SANDOR INSTITUTE
FOR LAW AND ECONOMICS
100,000
CHICAGO, IL 60637
UNIVERSITY OF KENTUCKY
NONE
THE NEW UNIVERSITY OF KENTUCKY ALBERT B
343 WALLER AVENUE, SUITE 301
PC
HOSPITAL AUDITORIUM
CHANDLER
LEXINGTON, KY 40504
ATTACHMENT 17
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FORM 99GPE
PART
XV
GRANTS
i\ND CONTRIBJJTTONS PAID
O[IRJNG
THE
YEAR
ATTACHMENT
JJ (CONT'D)
AND
RECIPIENT
NAME AND ADDRESS
UNIVERSITY OF VIRGINIA
LAW SCHOOL FOUNDATION
AMOUNT
CENTER FOR NATIONAL SECURITY LAW
325,000
PC
580 MASSIE ROAD

CHARLOTTESVILLE,
NONE
VA 22903
TOTAL CONTRIBUTIONS PAID
SEEATIACHMENT
21
ATTACHMENT 17
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500
SARAH SCAIFE
FOBM 990PF
25-1113452
PABT XV - CONTRIBIITTQNS APPROVED FOB FrTTIJBEPAYMENT

ATTACHMENT 18
RELATIONSHIP
AND
RECIPIENT
NAME AND ADDRESS
CITIZENS'
COUNCIL FOR HEALTH FREEDOM
161
ST
ANTHONY AVE
ST
PAUL,
SUITE
NONE
923
AMOUNT
75,000
PC
MN 55103
NONE
434
PC
GALVEZ MALL
BOOK PROJECT
100.000
STANFORD, CA 94305
UNIVERSITY
OF KENTUCKY
343 WALLER AVENUE, SUITE

LEXINGTON,
301
NONE
THE NEW UNIVERS[TY
PC
HOSPITAL AUDITORIUM
OF KENTUCKY ALBERT B
CHANDLER
2.000.000
KY 40504
TOTAL CONTRIBUTIONS APPROVED
SEEATTACHMENT
21
ATTACHMENT 18
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FEDERAL FOOTNOTES
ATTACHMENT19
PART I, LINE 19 - DEPRECIATION EXPENSE
PART II, LINE 14 - LAND, BUILDINGS, AND EQUIPMENT
PART II, LINE 14 - ACCUMULATEDDEPRECIATION
AMOUNT
318,107
439,441
DESCRIPTION
LEASEHOLD IMPROVEMENTS
OFFICE EQUIPMENT
SUBTOTAL FIXED ASSETS
LESS. ACCUMULATEDDEPRECIATION
757,548
(754,212)
3,336
NET FIXED ASSETS
DEPRECIATION AND AMORTIZATION EXPENSE FOR 12/31/13
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FEDERAL FOOTNOTES
ATTACHMENT 20
THE SARAH SCAIFE FOUNDATION'S GRANT PROGRAM IS PRIMARILY DIRECTED
TOWARDPUBLIC POLICY PROGRAMS THAT ADDRESS MAJOR DOMESTIC AND
INTERNATIONAL ISSUES. THERE ARE NO GEOGRAPHICAL RESTRICTIONS. THE
FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS FOR ANY PURPOSE OR TO
NATIONALLY-ORGANIZED FUNDRAISING GROUPS. PROPOSALS FOR THE FOLLOWING
ARE USUALLY DECLINED: EVENT SPONSORSHIPS, ENDOWMENTS, CAPITAL
CAMPAIGNS, RENOVATIONS, OR GOVERNMENTAGENCIES.
INITIAL INQUIRIES TO THE FOUNDATION SHOULD BE IN LETTER FORM SIGNED
BY THE ORGANIZATION'S PRESIDENT, OR AUTHORIZED REPRESENTATIVE, AND
HAVE THE APPROVAL OF THE ORGANIZATION'S BOARD OF DIRECTORS. THE
LETTER SHOULD INCLUDE A CONCISE DESCRIPTION OF THE SPECIFIC PROGRAM
FOR WHICH FUNDS ARE REQUESTED, AND A PROGRAM BUDGET AND TIMETABLE.
ACCOMPANYING INFORMATION SHOULD INCLUDE A COPY OF THE LATEST AUDITED
FINANCIAL STATEMENTS ( OR FORM 990);
ANNUAL REPORT; CURRENT BUDGET;
LIST OF OFFICERS AND DIRECTORS AND THEIR MAJOR AFFILIATIONS;
AND A
COPY OF THE CURRENT DETERMINATION LETTER FROM THE INTERNAL REVENUE
SERVICE EVIDENCING TAX-EXEMPT STATUS UNDER SECTIONS 501 (C) (3) OF THE
IRS CODE. ADDITIONAL INFORMATION MAY BE REQUESTED, IF NEEDED, FOR
FURTHER EVALUATION.
THE FOUNDATION MEETS IN FEBRUARY, MAY, SEPTEMBER, AND NOVEMBERTO
CONSIDER GRANTS. HOWEVER, REQUESTS MAY BE SUBMITTED AT ANY TIME AND
WILL BE ACTED UPON AS EXPEDITIOUSLY AS POSSIBLE.
REQUESTS SHOULD BE ADDRESSED TO:
MICHAEL W. GLEBA
PRESIDENT AND TREASURER
SARAH SCAIFE FOUNDATION
ONE OXFORD CENTRE
301 GRANT STREET, SUITE 3900
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FEDERAL FOOTNOTES
ATTACHMENT21
GRANTS PAID & APPROVED: ALL OF THE GRANTEES SHOWNON THE ATTACHED
STATEMENT OF GRANTS ARE EXEMPT UNDER THE INTERNAL REVENUE CODE (IRC)
SECTION 50l(C)
(3), AND HAVE THE STATUS OF PUBLIC CHARITIES WITHIN
THE MEANING OF IRC SECTION 509 (A) (1) OR (2).
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FEDERAL FOOTNOTES
ATTACHMENT22
ALLOCATION OF EXPENSES IN PART I:
COMPENSATION OF OFFICERS, TRUSTEES, AND OTHER EMPLOYEES, AS WELL AS
THE RELATED EMPLOYEE BENEFITS ARE ALLOCATED BASED ON TIME SPENT IN
CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE VERSUS TIME SPENT IN THE
PRODUCTION OF INCOME
PROFESSIONAL FEES ARE ALLOCATED BASED ON THE
NATURE OF SERVICES PERFORMED FOR THE FOUNDATION. ALL OTHER EXPENSES
ARE PRO-RATED BASED ON THE SALARY EXPENSE AND THE FOUNDATION'S
ESTIMATES, WITH THE EXCEPTION OF INVESTMENT EXPENSES, WHICH ARE
DIRECTLY RELATED TO PRODUCING INCOME.
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SCHEDULE OF INVESTMENTS
DECEMBER 31, 2013
Investments
Common stocks
Accenture PLC
Altria Group, Inc.
Ameriprise Financial, Inc.
Amgen, Inc.
Analog Devices, Inc.
AT&T, Inc.
Automatic Data Processing, Inc.
Berkshire Hathaway, Inc.
Blackrock, Inc.
Bristol Myers Squibb Co.
Chevron Corporation
Costco Wholesale Corp.
Covidien PLC
Eaton Corp PLC
Ecolab Inc.
Exxon Mobil Corp
Home Depot, Inc.
Honeywell International, Inc.
Intel Corp.
International Business Machines Corp.
Johnson & Johnson
JPMorgan Chase & Co.
Lockheed Martin Corp.
Mallinckrodt PLC
McDonald's Corp.
Microsoft Corp.
Nextera Energy, Inc
Oneok, Inc.
Pfizer, Inc.
Philip Morris International Inc.
Praxair, Inc.
Proctor & Gamble Co
Schlumberger Ltd.
Stanley Black & Decker, Inc
Time Warner, Inc.
US Bancorp Del
Union Pacific Corp.
Shares or
Par Value
53,000
307,000
69,000
53,750
55,800
176,000
79,400
45,000
14,200
53,400
58,900
19,700
61, 100
96,500
48,000
225,000
47,000
93,250
219,200
45,550
58,700
103,500
44,200
7,637
85,000
90,850
80,950
39,500
288,750
281,000
29,000
50,400
53,950
28,500
103,800
168,500
22,750
Market Value
3,729,839
2,315, 173
4,304,656
4,450,684
1,530,839
4,803,021
3,349,204
2,028,491
2,931,562
1,754,249
3,764, 176
1, 129,411
3,021,657
5,307,971
1,317,900
1,881,660
2,228,425
5,218,915
4,583,845
1, 183,237
3,708,674
4,523,539
2,577,542
299,952
4,229,766
2,411,561
1,941,996
1,344,880
5,156,466
4,580,668
1,392,849
2,282,316
4,510,888
2,167,981
3,146,475
4,137,839
2,778,796
4,357,660
11,785,730
7,938,450
6, 131,800
2,841,894
6,188,160
6,415,440
5,335,200
4,493,874
2,838,210
7,357, 199
2,344,694
4, 160,910
7,345,580
5,004,960
22,770,000
3,869,980
8,520,253
5,689,336
8,543,813
5,376,333
6,052,680
6,570,772
399, 110
8,247,550
3,398,699
6,930,939
2,456,110
8,844,412
24,483,530
3,770,870
4, 103,064
4,861,435
2,299,665
7,236,936
6,807,400
3,822,000
ATIACHMENT 23 (1 OF 7)

DECEMBER 31, 2013
Shares or
Par Value
Investments
Cost
62,500 $
57,200
64,336
52,300
103,000
120, 100
104,200
United Parcel Service, Inc

United Technologies Corp
V-F Corporation
Wal-Mart Stores, Inc
Wells Fargo & Company
Williams Cos, Inc.
Wisconsin Energy Corp.
Total Corporate Stocks
Municipal Bond:
Texas St Transit Comm
Investments
in
US and
State
Government
40,000
Market Value
3,610,879 $
6,567,500
778,885
6,509,360
4,010,706
1,233,329
4, 115,487
2,919,636
3, 181,463
4,676,200
4,632,257
4,145,672
2,350,432
4,307,28
274,413,786
130,247,399
44,Q46
42,926
Oblogat,ons
United States Treasury Notes

Fannie Mae
Federal Home Loan Mortgage Corp.
FHLMC Multi Family STR Pass Thru
Federal National Mortgage Assoc1at1on
Freddie Mac
Government National Mortgage Association
15,805,000
602,885
357, 131
270,000
5,634,373
1,316,102
560,222
TOTAL MUNICIPAL BOND AND INVESTMENT IN US

STATE GOVERNMENT OBLIGATIONS
16,173,548
626,703
357,410
279,788
5,919,440
1,348,952
590,728
25,340,615
15,997,816
616,950
338,760
268,896
5,823,881
1,287,612
574.885
24,951,726
Savings and Temporary Cash Investments
Moneymarket:
PNC Bank
Money market:
PNC
Money market:
PNC Bank
Money Market
PNC Bank
Total Savings and Temporary Cash Investments
10,000 $
10,000 $
10,000
445.670
445.670
445.670
1,780.021
1.780,021
1.780.021
799,703
799,703
799,703
3,035,394
3,035,394
ATIACHMENT 23 {2 OF 7)

DECEMBER 31, 2013
Investments
Shares or
Par Value
Total venture capilal fund -
Corporate bonds:
AT&T Inc. (6.3% due 2038)
AT&T Inc. (2.4% due 2016)
Abbey National Treasury Service
Advance Auto Parts Inc.
America Movil
American Campus Communities
American Express Credit
American Express
American Honda Finance
Amgen, Inc
Amphenol Corp.
Anheuser Busch Cos, Inc
Apple, Inc
Assurant, Inc
Avent, Inc.
BB&T Corporation
BP Capital Markets PLC (3.245% due 2022)
BP Capital Markets PLC (.7% due 2015)
BHP Billiton Fin USA LTD
BMW Vehicle Owner Trust
BNP Paribas
Bank of America Auto Trust
Bank of America Corp. (5.625% due 2020)
Bank of America Corp. (1.5% due 2015)
Bank of New York Mellon
Bank of Nova Scotia (1.375% due 2017)
Bank of Nova Scotia (.95% due 2016)
Berkshire Hathaway Inc. (1.9% due 2017)
Berkshire Hathaway Inc. (3% due 2023)
Boardwalk Pipelines LP
Borgwarner, Inc.
Capital One Financial Co. (6 15% due
2016)
Capital One Financial Co. (1% due 2015)
Carnival Corp (1.2% due 2016)
Market Value
1,407,501
973,886
40,000
75,000
115,000
65,000
100,000
80,000
25,000
65,000
20,000
70,000
90,000
35,000
105,000
75,000
90,000
155,000
35,000
60,000
45,000
55,000
40,000
155,000
225,000
80,000
160,000
115,000
75,000
75,000
145,000
75,000
70,000
117,000
43,462
77,363
114,746
66,080
107,394
77,014
24,994
78,782
19,930
71,640
92,807
39,750
98,799
74,627
89,433
154,718
34,077
59,910
44,993
54,999
39,959
155,872
253,818
80,059
159,893
112,755
74,713
76,592
143,773
71,756
73,492
130,547
44,210
77,126
118, 166
65,958
108,306
74,241
25, 194
77,665
20,082
71,903
86,648
39,050
94,417
73,279
90,379
153,616
33,924
60,149
45,753
55,051
40,029
156, 184
257, 110
80,806
163,702
112,854
75, 106
76,727
136,934
67,436
73,996
130,862
75,000
55,000
74,214
54,691
74,967
54,848

DECEMBER 31, 2013
Investments
Carnival Corp (3.95% due 2020)
Caterpillar Financial Services Corp
(2.625% due 2023)
Caterpillar Financial Services Corp
(1 35% due 2016)
Centerpomt Energy Transition
Chase Issuance Trust
Citibank Credit Card Issuance ( 91 % due
2018)
C1t1bankCredit Card Issuance (.91 % due
2018)
Citigroup, Inc. (1.25% due 2016)
Comcast Corp. (4 25% due 2033)
Comcast Corp. (6.5% due 2017)
Continental Resources
Credit Suisse Fb USA Inc.
Credit Suisse Sub Notes
CRH America, Inc.
Darden Restaurants, Inc.
Diageo Capital PLC
Digital Realty Trust
DirecTV Holdings/Fing (3.125% due 2016)
DirecTV Holdings/F1ng (4.6% due 2021)
Discovery Communications
Duke Energy Carolinas
Duke Energy Indiana, Inc.
EQT Corp.
Eaton Corp.
Enterprise Products Oper. Co
Exelon Generation Co LLC (5.35% due
2014)
Exelon Generation Co LLC (4% due 2020)
Fifth Third Bancorp
Ford Credit Auto Lease Trust
Freeport - McMoran C&G
GE Capital Credit Card Master
GTE Corp.
General Electric Co.
General Electric Cap Corp. (2.9% due
2017)
Shares or
Par Value
50,000 $
Cost
49,870 $
Market Value
50,039
150,000
149, 150
136,296
25,000
200,000
150,000
24,996
199,680
150,480
25, 155
198,914
150,507
130,000
129,974
130,447
145,000
80,000
50,000
95,000
95,000
55,000
80,000
95,000
65,000
100,000
95,000
105,000
100,000
35,000
145,000
70,000
75,000
45,000
85,000
35,000
25,000
144,971
79,197
50,000
105,211
93,816
63,465
83,500
102,791
72,596
105,327
90,250
97,115
112,345
36,411
153,771
75,345
70,073
44,796
102,938
36,097
25,152
145,498
80,266
52,662
109,507
88,247
63,008
83,100
101,803
72,236
105,517
81,729
95,732
106,386
36,408
149,740
72,333
67,696
46,613
103, 119
35,416
25, 166
50,000
130,000
75,000
125,000
135,000
100,000
115,000
75,000
100,000
50,958
134,923
74,463
124,731
128,245
100,375
137,082
71,274
103,328
50,079
129,949
73,458
124,996
128,304
100,281
130,541
69,290
104,397

DECEMBER 31, 2013
Investments
2020)
2021)
GlaxoSmithKline Capital
Goldcorp, Inc.
Goldman Sachs Group, Inc.
HSBC USA Inc.
HSBC Holdings PLC SR
Hasbro, Inc
Health Care REIT, Inc.
Hewlett Packard Co. (4.375% due 2021}
Hewlett Packard Co. (2.35% due 2015)
Honda Auto Receivables Owner T
Hyundai Auto Rec TR
International Paper Co.
JP Morgan Chase & Co. (1.125% due
2016)
JP Morgan Chase & Co. (4.625% due
2021)
JP Morgan Chase Comm 2005-LDP5 A4
John Deere Owner Trust (.71% due 2017)
John Deere Owner Trust (.75% due 2016)
Johnson Controls, Inc. (5% due 2020}
Johnson Controls, Inc. (5.5% due 2016)
Johnson & Johnson
Kinder Morgan Energy Part. (6 95% due
2038)
Kinder Morgan Energy Part. (5.625% due
2015)
KLA Instruments Corp.
Kroger Co. (6 4% due 2017)
Kroger Co. (2 2% due 2017}
Kroger Co. (3.85% due 2023)
LifeTechnologies Corp.
Marathon 011Corp.
MetLife Inc.
MidAmerican Energy Holdings
Morgan Stanley (4.75% due 2017)
Nabisco, Inc.
Shares or
Par Value
5,000 $
Cost
Market Value
5,767 $
5,726
30,000
29,894
33,559
75,000
85,000
45,000
100,000
130,000
90,000
80,000
130,000
25,000
150,000
145,630
85,000
100,000
73,736
80,309
46,507
102,417
147,499
102,429
88,647
131,329
25,407
149, 174
146,930
110,085
98,974
70,736
83,309
46,365
102,037
144,489
101,446
85,251
132,370
25,391
149,952
146,945
104,201
100, 170
245,000
265,865
264,110
215,000
50,000
87,786
90,000
55,000
65,000
90,000
230,772
49,906
87,936
99,880
60,304
83,275
107,701
229,070
50,023
87,909
98,320
59,743
76,876
103,392
35,000
37,568
36,799
75,000
60,000
25,000
35,000
70,000
50,000
70,000
90,000
100,000
75,000
50,000
45,000
86,964
69,426
25,472
34,985
76,784
49,845
74,900
105,272
109,564
75,766
49,695
50,434
87,761
68,744
25,304
34,460
75,788
50,042
71,925
102,245
109, 132
76,775
50,671
49,278
ATIACHMENT 23 (S OF 7)

DECEMBER 31, 2013
Investments
Newmont Mining Corp
News America, Inc.
Nexen, Inc.
Nextera Energy Capital (4.5% due 2021)
Nextera Energy Capital (1.2% due 2015)
Nissan Auto Receivables Owner
Oneok Partners LP
Oracle Corp.
PPL Capital Funding, Inc.
PepsiCo, Inc.
Petrobras Global Finance
Petroleos Mex1canos
Prologis, Inc.
Prologis, LP
Prudential Financial, Inc.
Rabobank Nederland
Rabobank Nederland Utrec
Realty Income Corp. (5.75% due 2021)
Reinsurance Group of America
Rio Tinto Fin USA PLC (2.25% due 2018)
Rio Tinto Fin USA PLC (1.375% due 2016)
Royal Bank of Canada (1.2% due 2017)
Royal Bank of Canada (1.125% due 2016)
Safeway, Inc.
Telefonica Emisiones Sau
Teva Pharmacy Fin 11/111
Thermo Fisher Sc1entif1c
Thomson Reuters Corp (.875% due 2016)
Thomson Reuters Corp (4.3% due 2023)
Time Warner Inc.
Toledo Edison Company
Toyota Motor Credit Corp.
Verizon Communications (6.4% due 2033)
Verizon Communications ( 7% due 2015)
Viacom, Inc. (6 25% due 2016)
Viacom, Inc. (3.25% due 2023)
Vodafone Group PLC
Volkswagen Auto Loan Enhanced
Volkswagon Auto Lease Trust
Wachovia Capital Trust I
Walgreen Co
Wal-Mart Stores Inc
Shares or
Par Value
75,000 $
90,000
60,000
80,000
50,000
110,000
35,000
45,000
75,000
125,000
80,000
65,000
110,000
15,000
60,000
70,000
100,000
100,000
75,000
60,000
25,000
150,000
100,000
70,000
35,000
50,000
35,000
40,000
30,000
90,000
14,000
75,000
50,000
75,000
45,000
120,000
50,000
145,000
155,000
75,000
40,000
135,000
Cost
70,854 $
107,513
64,326
85,226
50,253
109,976
37,003
44,594
74,213
127,983
75,578
72,556
131,086
14,961
62,428
74,366
106,361
114,177
89,700
59,659
25,008
146,577
100,015
74,630
36,286
52,049
34,929
39,732
29,814
103,235
17,442
75,695
49,950
74,725
50,643
114,715
49,340
146,954
154,980
73,633
40,150
162,377
Market Value
63,838
105,053
64,078
82,511
50,256
110,491
37,064
44,639
70,831
135,955
74,867
72,215
129,559
14,818
62,026
73,702
105,289
110,587
86,483
59,704
25,389
148,625
99,987
70,292
36,764
51,602
34,674
39,718
30, 129
103,296
16,688
76,649
57,506
74,791
50,178
111, 146
50, 175
146,654
155,200
68,625
40,164
152,496

DECEMBER 31, 2013
Investments
Weatherford International Ltd.
Wells Fargo & Company (2.1 % due 2017)
Wells Fargo & Company (5.625% due
2017)
Wells Fargo & Company (3.676% due
2016)
Westpac Banking Corp (.95% due 2016)
Westpac Banking Corp (2.25% due 2018)
Whirlpool Corporation
Williams Partners LP
XCEL Energy Company
Xerox Corporation
Xlite Ltd
Shares or
Par Value
115,000 $
45,000
30,000
Cost
Market Value
122,260 $
46,235
32,120
123,540
45,839
34,386
45,000
48, 146
47,913
100,000
80,000
75,000
70,000
25,000
90,000
75,000
100,000
79,763
71,953
70,925
24,760
100,324
74 763
100, 171
80,290
71,697
71,763
24,789
99,476
73 664
13,470, 707
13,350,069
2,000,000
2,000,000
2,006,550
2,051,724
Total Mutual Funds
4,000,000
4,058,274
Total Investments
177,501,616
320, 783,135
Total Corporate Bond Investments
Mutual Funds:
Eaton Vance Floating Rate

Templeton Global Bond Fund
218,341
156,740

SCHEDULE OF GAINS (LOSSES) FOR TAX ON INVESTMENT INCOME
FOR THE YEAR ENDED DECEMBER 31. 2013
(bl
(a)
Kind of
Property
Description
(C)
How
Acquired
P-Purchase
D-Donated
(d\
Date
Acquired
(e)
Date Sold/
Matured
Security
Federal Home loan Bank
09/29111
12/28111
01107113
Security
Freddie Mac
08/27/12
01107113
Secunty
Federal Home Loan

Mortgage Corp
02118/09
Security
Federal Home Loan

Mortgage Corp
Secunty
Federal Home Loan

Mortgage Corp
Security
(I)
(h)
Gross
Sales
Pnce
Cost or
Other Basis
and Expense
of Sale
335,166
324,743
(1)
Gain (loss)
mless (g}
s
(k)
(1j
10,423
Fair Market
Value as of
December
~
(I)
Adjusted
Excess of(J)
CQst Bs1~1s
~
NIA
NIA
NIA
(m)
losses from
column (J)
and gains
(excess (1)
_oyelJ!ll
10,423
248,085
248.480
(395)
NIA
N/A
NIA
(395)
01/15/13
6,612
6,794
(182)
NIA
N/A
NIA
(182)
02/18/09
01115113
4,943
5,107
(164)
N/A
NIA
N/A
(164)
03/13/12
01/15/13
4,772
5,002
(230)
N/A
Ni A
N/A
(230)
CNH Equrpmenl Trust
12/17/10
01116/13
44,166
45,048
(882)
NIA
N/A
NIA
(882)
Security
Total Capital GTD Note
02114/12
01/16/13
108,588
104,945
3,643
NIA
NIA
NIA
3,643
Secunty
CSFB 2003-CK2 A4
12109/10
01118/13
44,789
47,336
(2,547)
NIA
N/A
NIA
(2,547)
Security
Federal Home Loan Bank
04127110
01129113
545,510
506,297
39,213
NIA
NIA
N/A
39,213
Security
Untied States Treasury

Notes
02/16/12
01129/13
50,189
50,713
(524)
NIA
NIA
NIA
(524)
Secunty
Freddie Mac
09/28112
01/31/13
92,205
94,789
(2.584)
NIA
NIA
NIA
(2,584)
Secunty
Berkshire Hathaway
08123112
02/04113
146,042
146,817
(775)
NIA
N/A
N/A
(775)
Security
United States Treasury

Loan
02/25111
02/06113
150,521
152, 139
(1,618)
NIA
NIA
NIA
(1,618)
Security
Federal Home Loan

Mortgage Corp
02/18109
02/15113
6,041
6,208
(167)
NIA
NIA
NIA
(167)
Secunty
Federal Home Loan

Mortgage Corp
02/18109
02115/13
4,873
5,035
(162)
NIA
NIA
NIA
(162)
Security
Federal Home Loan

Mortgage Corp
03/13112
02/15113
3,513
3,682
(169)
N/A
NIA
NIA
(169)
ATIACHMENT
24 (1 OF 27)

FOR THE YEAR ENDED DECEMBER 31, 2013
(b)
(a)
(c)
(d)
(e)
(f)
(g)
How
Kind of
~
Description
Acquired
P-Purchase
D-Donated
Secunty
CNH Equipment Trust
12/17110
02/19113
Secunty
Freddie Mac
09/28112
02/26113
Secunty
Abbott Labs
05/22/09
11120109
Secunty
Abbvie, Inc
Security
Abbvie, Inc
Secunty
Date
Acquired
Date/Sold
Matured
Gross
Sales Price
29.605
(h)
Cost or
Other Bas,s
and Expense
of Sale
30.196
(k)
Cost Basis
(591)
NIA
N/A
NIA
(1,747)
NIA
NIA
NIA
Gain (loss)
Ad1usted
(I}
Losses from
column (I)
and gains
Expense of G) (excess (r)
over (kl
over (I))
Fair Market
Value as of
December
31 1969
lfl less (hl

$
(j)
(1)
(591)
171,689
173.436
02127113
2,085,555
1,399,715
665,840
N/A
NIA
NIA
685,840
01104113
02/27113
1,035,475
736,062
299,413
NIA
NIA
NIA
299,413
01104113
02/27113
1,301,790
781,809
519,981
NIA
NIA
NIA
519,981
Emerson Electric Company
02/19110
02/27113
18,389
15.379
3,010
NIA
NIA
NIA
3,010
Secunty
Emerson Electnc Company
02109110
05124110
02127113
2.299,746
1,852,977
446,769
NIA
NIA
NIA
446,769
Secunty
Tiffany & Co
11118111
02/27113
1,602,432
1,BBB,750
(286,318)
NIA
NIA
NIA
(266,318)
Security
Caterp1Uar Financial
Services Corp
02114102
02/27113
268,962
263.621
(14,659)
NIA
NIA
NIA
(14,659)
Security
Morgan Stanley
01114111
03101113
215,000
230,284
(15,284)
NIA
NIA
NIA
(15,284)
Secunty

Notes
02/25/11
03/01/13
476,225
480.870
(4,645)
N/A
NIA
NIA
(4,645)
Secunty
Medtronic Inc
04/19110
03106/13
209,734
201 614
8,120
N/A
N/A
NIA
8,120
Secunty
Federal Home Loan

Mortgage Corp
02118109
03115/13
6,138
6308
(170)
N/A
NIA
NIA
(170)
Security
Federal Home Loan

Mortgage Corp
02118109
03115113
4,254
4.396
(142)
N/A
NIA
NIA
(142)
Security
Federal Home Loan

Mortgage Corp
03113112
03/15113
6.961
7296
(335)
NIA
NIA
NIA
(335)
Securrty
Ontano Prov Canada
09114111
03115113
277,788
269676
N/A
NIA
NIA
8,112
ATIACHMENT
24 (2 OF 27)
(1,747)
8,112

How
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
31, 1969
Ad Justed
Cost Basis
(284)
NIA
N/A
N/A
(300)
NIA
NIA
NIA
Losses from
column (I)
and gains
(excess (1)
over (I))
Description
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
Secunty
CNH Equrpment Trust
12/17/10
03/18113
Secunty
Fannie Mae
11/30112
03120113
70,104
70,404
Security
Public Service coiorado
02124/11
03122/13
192,427
173,998
18,429
NIA
N/A
NIA
18,429
Security

Notes
12/31/10
03128/13
166,412
167,772
(1,360)
NIA
NIA
NIA
(1,360)
Secunty

Notes
06/03111
04110113
305,477
308,527
(3,050)
NIA
NIA
N/A
(3,050)
Security

Notes
12/21110
04102113
121,490
127,439
(5,949)
NIA
NIA
N/A
(5,949)
Secunty
Freddie Mac
09128/12
04/03112
36,423
36,789
(366)
NIA
NIA
NIA
(366)
Security
Freddie Mac
08/27112
04104113
239,981
238,541
NIA
NIA
NIA
1,440
Secunty
Freddie Mac
09/28112
04104113
84,758
84,824
(66)
NIA
NIA
NIA
(66)
Secunty
CNH Equipment Trus;t
12117110
04116113
10,635
10,723
(88)
NIA
NIA
NIA
(88)
Secunty
Federal Home Loan

Mortgage Corp
02118109
04116113
5,718
6,095
(377)
NIA
NIA
NIA
(377)
Security
Federal Home Loan

Mortgage Corp
02118/09
04116113
4,335
4,639
(304)
NIA
NIA
NIA
(304)
Secunty
Federal Home Loan

Mortgage Corp
03/13/12
04/16113
5,977
6,303
(326)
NIA
NIA
NIA
(326)
Security
Federal Home Loan

Mortgage Corp.
02118109
04130/13
6.001
6.166
(165)
NIA
N/A
NIA
(165)
Secunty
Federal Home Loan

Mortgage Corp
02118/09
04/30113
4,459
4,607
(148)
NIA
NIA
N/A
(148)
Secunty
Federal Home Loan

Mortgage Corp
03/13112
04/30113
14,707
15,414
(707)
NIA
NIA
NIA
(707)
Security
CNH Equipment
12/17/10
05/15113
9,197
9,380
(183)
NIA
NIA
NIA
(183)
Security
Analog Devices, Inc.
11/29109
05121/13
447,413
263,370
NIA
NIA
NIA
Kind of
~
Gross
Sales Pnce
14,218
14,502
Gain (loss)
mless (hi
$
1,440
184,043
Expense of
over (kl
ATIACHMENT
Ol
24 (3 OF 27)
(284)
(300)
184.043

Kmd of
~
Descnot;on
How
Acquired
P-Purchase
D-Oonated
Date/Sold
Ma!yred
Date
Gross
Sales P[ice
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
~
Adjusted
C2st Basis
44,437
NIA
N/A
N/A
Gain (loss)
mless (hl
s
Expense of
~
0)
Losses from
column (J)
and gains
(excess (1)
over {Ill
Secunty
Automatic Data
Processing, Inc
10103100
05/21113
Secunty
Blackrock, Inc
02118/11
05/21/13
463,210
330,317
132,893
NIA
NIA
N/A
132,893
Secunty
811stol Myers Squibb Co
05/18/12
05/21/13
447,999
338,366
109,633
NIA
NIA
NIA
109.633
Security
Chevron Corporation
11/19110
05121113
450,080
298,728
151,352
NIA
NIA
N/A
151,352
Secunty
Costco Wholesale Corp
05/24/10
05/21/13
900,497
458,644
441,853
NIA
NIA
NIA
441,853
Secunty
Intel Corp
02117/12
05/21113
224,217
251,295
(27,078)
NIA
NIA
NIA
(27,076)
Secunty
Johnson & Johnson
02/22/13
05121/13
448,203
388,543
59,660
NIA
NIA
N/A
59,660
Security
Lockheed Martin Corp
11/16112
05121/13
445,631
370,676
74,955
NIA
NIA
NIA
74,955
Security
Microsoft Corp
02/17/12
05121/13
447,904
400,430
47,474
NIA
N/A
N/A
47,474
Security
Nextera Energy, Inc
09116/10
05/21/13
447,445
301,549
145,896
NIA
NIA
N/A
145,896
Securrty
Oneok Inc.
09/16/11
05/21/13
446,631
309,833
136,796
NIA
N/A
N/A
136,798
Secunty
Proctor & Gamble Corp
09/10/12
05/21/13
894,133
520,994
373,139
NIA
NIA
N/A
373,139
Security
Unrted Parcel Service
12/22/03
05121/13
677,305
564,300
113,005
NIA
NIA
NIA
113,005
Security
Williams Companies, Inc
09121112
05121/13
445,545
410,770
34,775
NIA
N/A
NIA
34,775
Secunty
BP Panbus/BNP Panbus
01119111
04/19/11
06/03/11
06113/13
248,625
231,066
17,559
NIA
NIA
NIA
17,559
Secunty
CR Bard, Inc.
01111111
06/13/13
125,258
116,620
8,638
N!A
N/A
N/A
8,638
Security
Federal Home loan

Mortgage
12(17/10
06/13113
138,670
135,156
3,714
NIA
N/A
NIA
3,714
Security
Federal Home Loan

Mortgage
02/18109
06113113
114,593
111 789
2,804
N/A
NIA
N/A
2,804
Security
Federal Home Loan

Mortgage
03113112
06113113
146,162
147,083
N/A
NIA
N/A
us
227,248
182.811
(921)
ATIACHMENT
24 (4 OF 27)
44,437
(921)

Kind of
~
Description
How
Acquired
P-Purchase
0-Donated
Date
Acquired
Date/Sold
Matured
Gross
Sales Pnce
Cost or
Other Basis
and Expense
of Sale
Ad Justed
Cost Basis
1,037
N/A
NIA
NIA
3,868
NIA
NIA
NIA
Gain (loss)
(f) less
Losses from
column (J)
and gains
Fair Market
Value as of
December
31, 1969
(hi
(excess(1)
Expense of 0)
_o_y_Ell__(fil
over (kl
Secunty
08/26111
09/29111
06113113
Secunty
PNC Funding
09/14/11
06/13/13
83,771
79,903
Se curtly
Total Capital Canada LTD

GLBR Note
01110113
06113/13
103,956
104,899
(941)
NIA
N/A
NIA
(941}
Security
WFRBS Commercial
Mortgage
01/28/12
06/13/13
298,687
303,846
(5, 159)
NIA
N/A
NIA
(5, 159}
Security
Wachovia Bank Comml

Mtg TR
08/01/12
06/13/13
269,749
276,333
(6,584)
NIA
NIA
NIA
(6,584)
Security
801,054
798,743
2,311
NIA
N/A
NIA
2,311
Security
Federal National Mortgage

Assoc1ation
01128/13
06114113
543,159
545,079
(1,920)
NIA
NIA
NIA
(1,920)
Secunty

Association
08131/12
09113112
06/14/13
894,483
903,471
(8,988)
NIA
NIA
N/A
(8,988)
Security

Association
09/20112
11130/12
06114/13
496,365
501.433
(5,068)
NIA
NIA
NIA
(5,068)
Secunty
Federal Home Loan

Mortgage Corp
04/13/12
06/14113
315,026
323,148
(8,122)
NIA
NIA
NIA
(8, 122)
Security
Goldman Sachs Group, Inc.
11124110
01/11111
04/19/11
06/03111
06/14113
258,598
238,014
20,584
N/A
NIA
NIA
20,584
Security
USA Treasury Notes
12/03/10
06/03/11
02105113
06114/13
814,064
847,107
(33,043)
NIA
NIA
N/A
(33,043)
Security
USA Treasury Notes
12/21110
03111/13
06114/13
548,385
577,475
(29,090)
NIA
NIA
NIA
(29,090)
Secunty
USA Treasury Notes
06/03111
06/14/13
979,548
1,015,379
(35,831)
N/A
N/A
NIA
(35,831)
05103112
05107/12
07/31/12
06/14/13
419,650
418,613
ATIACHMENT
1,037
3,868
24 (S OF 27)

Kind of
Property
Descnption
How
Acquired
P-Purc.hase
D-Donated
Security
USA Treasury Notes
Secunty
Cost or
Other Basis
and Expense
of Sale
Losses from
column~)
and gains
Expense of (J) (excess (i)
over (kl
01,1er{I))
FairMar1<et
Value as of
December
Adjusted
31. 1969
~t_~_s!SIS
(1,045)
NIA
N/A
N/A
39,528
N1A
N/A
N/A
NIA
N/A
N/A
Gam (loss)
Date
Acquired
Date/Sold
Matured
02/28113
06/13/13
06/14113
Wal-Mart Stores, Inc
02/05/09
06/14/13
280,688
241,160
Security
CNH Equipment
12/17/10
06/15/13
6,892
7,041
Security
08/26/11
08131111
06117113
477,712
471,545
6,167
N/A
NIA
NIA
6.167
Security

Assoaation
10131/11
11101112
06/17113
306,345
307,491
(1,146)
N/A
NIA
NIA
(1, 146}
Security

Association
09120112
06117113
133,804
134,993
(1, 189)
N/A
NIA
NIA
(1, 189}
Security
Federal Horne Loan

Mortgage Corp
01112/12
09128/12
06117113
330,412
329,916
NIA
N/A
NIA
Security
USA Treasury Noles
06114/13
06117113
152,895
154,194
(1,299)
NJA
NIA
NIA
(1,299)
Secunty
USA Treasury Notes
06/14/13
06117/13
481,836
483,770
(1,934)
NIA
NIA
NIA
(1,934)
Security
Wells Fargo Company
04120/10
03/01/13
06/17/13
58,241
55,297
2,944
N/A
NIA
N/A
2,944
Security
Federal Home Loan

Mortgage
02/18109
06/17/13
4,404
4,538
(134)
NIA
NIA
NIA
(134)
Security
Federal Home Loan

Mortgage
02118/09
06/17/13
4,665
4,778
(113)
N/A
N/A
NIA
(113)
Secunty
Federal Home Loan

Mortgage
03/13112
06/17/13
1,652
1,730
(78)
NIA
N/A
N/A
(78)
Security
Federal Home Loan

Mortgage
09/28112
06118/13
353,966
364,244
(10,278)
NIA
NIA
NIA
(10,278)
Security
USA Treasury Notes
06114/13
06/18/13
183,785
185,033
(1,248)
NIA
NIA
NIA
(1,248)
Security
USA Treasury Notes
06/14113
06/18/13
183,090
183,832
(742)
NIA
N/A
NIA
Security
General Electric Gap Corp.
02/17/11
04/19/11
06103/11
06119113
240,557
219,887
NIA
N/A
N/A
Gross
Sales Pnce
1,273,556
1,274,601
mless {hl
$
(149}
496
20,670
ATIACHMENT
24 {6 OF 27)
(1,045)
39,528
(149)
496
(742)
20.670

How
Acquired
P-Purchase
Kind of
Desoipt1on
0--0onated
Date
Aoouired
Date/Sold
Matured
Gross
Sales Pnce
Cost or
Other Basis
and Expense
of Sale
Gain (loss)
31 1969
Adjusted
Cost Basis
Expense of ~)
over (kl
19.225
NIA
N/A
NIA
mless (h}
s
Fair Market
Value as of
December
Losses from
column (J)
and gains
(excess (1)
over II})
Security
JP Morgan Chase & Co.
02/05109
06119113
Security
Vanguard GNMA Fund
06126/08
01/16109
06119/13
13,782,114
14,004.312
(222,198)
NIA
NIA
NIA
(222.198)
144,664
125,439
19,225
07110109
03130110
12/31110
08123111
12/30/11
02/24112
04102/12
12/31112
Security
USA Treasury Notes
06114/13
06/20113
71,398
74,013
(2,615)
NIA
NIA
NIA
(2,515)
Security
USA Treasury Notes
06114113
06120113
122,753
125,780
(3,027)
NIA
NIA
NIA
(3.027)
Secunty
USA Treasury Notes
06114/13
06/20113
141,293
145, 131
(3,838)
NIA
NIA
NIA
(3,838)
Secunty
USA Treasury Notes
06/14/13
06/20113
84,923
87,078
(2, 155)
NIA
N/A
NIA
(2,155)
Secunty
AT&TINc
02/08/12
06124113
224,764
224,840
(76)
NIA
N/A
NIA
(76)
Security
USA Treasury Notes
06114/13
06/24/13
141,145
148,026
(6,881)
NIA
N/A
N/A
(6,881)
Security
USA Treasury Notes
06/14/13
06/26/13
88,178
92,517
(4,339)
NIA
NIA
NIA
(4,339)
Security
USA Treasury Notes
06114113
06126/13
37,323
38,702
(1,379)
NIA
NIA
NIA
(1,379)
Security

Association
10/31/12
06127/13
303,888
300,723
3,165
NIA
NIA
N/A
3,165
Secunty
USA Treasury Notes
06/1<1/13
06127/13
136,046
141,859
(5,813)
NIA
N/A
NIA
(5,813)
Secunty
USA Treasury Notes
06/26113
06/27/13
260,869
260, 176
693
NIA
NIA
NIA
Secunty
Federal Home Loan

Mortgage Corp
06129112
01/31112
06/27113
184,273
185.658
(1,385)
NIA
N/A
NIA
(1,385)
Security
Credit Suisse FB USA Inc
11/24/10
06/28/13
227.994
235.472
{7,478)
NIA
NIA
NIA
(7,478)
Security
John Deere Capital Corp
09/04/12
06/28/13
139,769
139,905
(136)
NIA
NIA
NIA
(136)
693

SCHEDULE OF GAINS (LOSSES) FOR TAA ON INVESTMENT INCOME
Kind of
Property
Description
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
Gross
Sales Pnce
Cost or
Other Basis
and Expense
of Sale
Fa,r Markel
Value as of
December
31, 1969
Adjusted
Cost Basis
Expense of ~)
over {k)
(1,337)
NIA
NIA
N/A
Gam (loss)
mless {h}
Losses from
column (J)
and gains
(excess (i)
over{II}
Secunty

Assn.
11/12/13
06/28/13
Secunty
USA Treasury Notes
06126111
06128113
57,196
57,239
(43)
NIA
N/A
N/A
(43)
Secunty
USA Treasury Notes
06114113
06/28/13
35,010
35,018
(8)
NIA
N/A
N/A
(8)
Secunty
Westbac Banking Corp
05123/11
06/28113
239,506
230,547
NIA
NIA
NIA
Secunty
Federal Home Loan

Mortgage Corp
06/14/13
06130/13
2,266
2,268
(2)
NIA
NIA
N/A
(2)
Secunty

Assn.
06/11113
06/30/13
10,555
11,312
(757}
N/A
NIA
NIA
(757)
Secunty

Assn
06114/13
06/30113
10,733
11,502
(769)
N/A
NIA
NIA
(769)
Secunty

Assn
06114113
06/30113
5,322
5,533
(211)
NIA
NIA
N/A
(211)
Security

Assn.
06/14/13
06/30/13
2,412
2,556
(144)
NIA
NIA
NIA
(144)
Secunty
06127113
06130113
10,926
11,380
(454)
NIA
N/A
NIA
(454)
427,661
428,998
8,959
(1,337)
8,959
Assn
Security
Federal Nahonal Mortgage

Assn
06114/13
06/30/13
8,135
8,589
(454)
NIA
NIA
NIA
(454)
Secunty
Federal Natronel Mortgage

Assn.
06/20/13
06/30/13
20,173
21,062
(889)
N/A
N/A
NIA
(889)
Security

Assn.
06113113
06/30113
8,600
8,888
(288)
NIA
NIA
NIA
(288)
Security

Assn
06/17/13
06/30/13
6,000
6.230
(230)
NIA
NIA
NIA
(230)
Securrty

Assn
06113113
06/30/13
1.649
1.716
(67)
NIA
NIA
NIA
(67)
Security

Assn
06/20113
06/30/13
6,475
6.882
(407)
NIA
NIA
NIA
(407)
ATIACHMENT
24 (8 OF 27)

SCHEDULE OF GAINS (LOSSES} FOR TAX ON INVESTMENT INCOME
Kind of
Description
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Gross
Sales Price
Date/Sold
Matured
Security

Assn
06114113
06130/13
Security
Government National
Mortgage Assn
06118113
06/30/13
Security
Federal Home loan

Mortgage Corp
01/31/12
02/29/12
03/29/12
Secunty
Federal Home Loan

Mortgage Corp
Secunty
Cisco Systems, Inc
Security
Cost or
Other Basis
and Expense
of Sale
5,736
6.072
Fair Market
Value as of
December
31 1969
Adjusted
Cost Basis
Expense of {j)
over (kl
(336)
N/A
NIA
NIA
Gam (loss}
{f) less (hl
Losses from
column G)
and gains
(excess (1)
over (ll)
(336)
2,636
2,759
(123)
NIA
NIA
N/A
(123)
07102/13
865,528
865,626
(98)
N/A
N/A
N/A
(98)
04/30/12
05/31112
07/02/13
355,969
354,831
1,138
Ni'A
N/A
N/A
1,138
04119/10
07105/13
226,088
209,218
16,870
NIA
N/A
N/A
16,870
USA Treasury Noles
07105113
07/08/13
95,074
95,033
41
NIA
NIA
NIA
41
Security
USA Treasury Notes
07105113
07108113
149,461
149,379
62
N/A
NIA
NIA
82
Secun1y
USA Treasury Notes
07105113
07108113
198,742
198,461
281
N/A
NIA
NIA
281
Security
Apple, Inc
06/18113
07/09/13
46,056
47,285
(1,229)
N/A
NIA
N/A
(1,229)
Security
Ebay, Inc
01120/2011
07/09/13
132,692
118,941
13,751
N/A
NIA
N/A
13,751
Security
General Electric Capital

Corp
07/06/13
07/09/13
56,374
56,464
(90)
NIA
N/A
N/A
(90)
Secunty
Home Depot, Inc
04/02/13
07109113
33,050
34,945
(1,895)
NIA
NIA
NIA
(1,895)
Security
Malhnckroclt PLC
05/19111
07109113
22
21
N/A
N/A
NIA
Security
Procter & Gamble
08111/11
07/09113
162,034
158,714
3,320
N/A
N/A
NIA
3.320
Secunty
Deutsche Bank AG
01/04/11
07/10113
261,198
249,770
11,428
NIA
NIA
N/A
11,428
Security
Federal Farm Credit Bank
04/19111
07110113
764,085
780 007
(15.922)
NIA
NIA
NIA
(15,922)
Security
Federal Home Loan

Mtg Corp.
02/26/12
11/15/11
07/10/13
1,033,805
1,036,277
(2,472)
N/A
NIA
N/A
(2,472)
Security
Federal National
Mortgage Assn
10/31/11
07/10/13
298,829
295.711
3, 118
N/A
NIA
N/A
3,118
ATIACHMENT
24 (9 OF 27)

FOR THE YEAR ENDED DECEMBER 31 2013
Kmd of
Descnption
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
11106112
07110113
Gross
Sales Pnce
Cost or
Other Basrs
and Expense
of Sale
Garn (loss)
mless {b}
Fair Market
Value asof
December
AdJusted
Co:i!,!;lasi:i
Expense of 0)
31. 1969
NIA
NIA
NIA
mrl!s1
Losses from
column (J)
and garns
(excess (1)
Qver{l}l
Secunty
Federal National
Mortgage Assn
Secunty
Federal Home Loan

Mortgage Corp
04127110
07110113
561,643
544,088
17,555
NIA
NIA
NIA
17,555
Security
Federal Home Loan

Mortgage Corp
01112/13
07/10113
232,781
238,900
(6.119)
N/A
NIA
NIA
(6,119)
Security
Federal Home Loan

Mortgage Corp
05131112
03123/12
07110113
705,537
703, 118
3,419
NIA
NIA
NIA
3,419
Secunty
Publrc Service Colorado
03(19113
07/10113
138,884
149,306
(10,422)
NIA
NIA
NIA
(10,422)
Security
USA Treasury Notes
07/05113
07/10113
123,122
123,145
(23)
NIA
NIA
NIA
(23)
Secu11ty
USA Treasury Notes
07105/13
07110113
99,812
99,761
31
NIA
NIA
NIA
31
Security
03/28113
12104112
07110113
1,363,553
1,364,007
(454)
NIA
NIA
NIA
(454)
Security
Federal Home Loan

Mortgage Corp
03107113
03114/13
07/10113
556,562
559,748
(3, 186)
NIA
NIA
NIA
(3, 186)
Security
Chevron Corporaton
11/28112
07111113
141,156
150,000
(8,844)
NIA
NIA
NIA
(8,844)
Security
Simon Property Group LP
04104111
07111113
182,392
184,902
(2,510)
NIA
NIA
NIA
(2,510)
Secunty
USA Treasury Notes
06126111
07/11113
160,734
161,309
(575)
NIA
NIA
N/A
(575)
Securrty
USA Treasury Notes
07105113
07112/13
19,938
19.927
11
NIA
NIA
NIA
11
Secunly
USA Treasury Notes
07105/13
07112/13
154,641
154,547
94
NIA
NIA
NIA
94
Secunty
USA Treasury Notes
07110113
07/12113
65.127
64,850
277
NIA
NIA
NIA
'277
Security
CNH Equipment
12117110
07115113
6,104
6.236
(132)
NIA
NIA
NIA
(132)
Secunty
USA Treasury Notes
06(26111
07(15/13
67,704
67.646
58
NIA
NIA
NIA
58
Security
USA Treasury Notes
07110113
07115113
69.779
69,746
33
NIA
NIA
NfA
33
Secunty
Analog Devices. Inc
11'20109
07116113
149,990
85,047
64,943
NIA
NIA
NIA
64,943
40.252
40.333
(81)
ATIACHMENT
(81)
24 (10 OF 27)

SCHEDULE OF GAINS (LOSSES) FOR TAX ON INVES1MENT INCOME
Kind of
Descnpt1on
How
Acquired
P-Purchase
D-Oonated
Date
Acquired
Date/Sold
Matured
Gross
Sales Price
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value asof
December
Gain (loss)
Losses from
column (J)
and gains
Expense of (J} (excess (1)
__ .fil'fil..ill}_
over Ck)
31. 1969
Adjusted
Cost Basis
15,368
NIA
NIA
NIA
mless {h)
Secunty
Automatte Data ProcesS1ng
10/03100
07/16113
Secunty
Blackrock, Inc
02118/11
07/16113
163, 101
123,869
39,232
N/A
NIA
NIA
39,232
Secunty
Bnstol Myers Squibb Co
05/18/12
07116113
148,898
108,409
40,489
NIA
NIA
NIA
40,489
Security
Chevron Corporation
11/19/10
07/16113
150,011
99,576
50,435
N/A
NIA
N/A
50,435
Secunty
05/24110
07/16113
300,521
149,059
151,462
NIA
NIA
NIA
151,462
Secunty
Intel Corp
02117112
07/16113
74,265
83,765
(9,500)
NIA
NIA
NIA
(9,500)
Security
Johnson & Johnson
02/22/13
07116113
155,020
129,514
25,506
NIA
NIA
NIA
25,506
Secunty
01/16112
07/16113
148,543
114,733
33,810
N/A
NIA
N/A
33,810
Secunty
Microsoft. Corp
02117/12
07/16/13
147,728
128,263
19,465
NIA
NIA
NIA
19,465
Secunty
Nextera Energy, Inc
09/16110
07/16113
153,751
96,926
56,825
NIA
N/A
NIA
56,825
Secunty
Oneok, Inc
09/19/11
07116'13
149,019
115,762
33,257
NIA
NIA
NIA
33,257
Secunty
Procter & Gamble
06110/02
07/16113
300,449
169,094
131,355
NIA
NIA
NIA
131,355
Secunty
United Parcel Service
12/22103
07/16113
222,653
193,050
29,603
NIA
NIA
NIA
29,603
Secunty
USA Treasury Notes
07/10/13
07/16/13
50,213
49,885
328
NIA
NIA
NIA
328
Secunty
USA Treasury Notes
07/10/13
07/16/13
99,731
99,637
94
NIA
N/A
NIA
94
Secunty
Williams Companies, Inc
09i21112
07/16113
148,726
151,881
(3,155)
NIA
N/A
NIA
(3, 155)
SeCtJnty
Canadian Imperial Bank
07/08/13
07/17/13
40,044
40,056
(12)
NIA
NIA
NIA
(12)
Secunty
USA Treasury Notes
07i05/13
07/17/13
155,266
155,054
212
NIA
NIA
NIA
212
Secunty
USA Treasury Notes
07/05/13
07/17/13
260.426
260,091
335
NIA
N/A
N/A
335
Secunty
USA Treasury Notes
06/14113
07/17/13
155,002
155,079
(77)
NIA
NIA
NIA
(77}
Secunty
Google, Inc
05116111
07118/13
145.453
139,236
6,217
NIA
NIA
NIA
6,217
Secunty
M1c.osoft Corp.
11/02112
07/18/13
73,401
74,567
(1.166}
NIA
N/A
N/A
(1.166)
72,496
57, 128
15,368
ATTACHMENT 24 (11 OF 27)

Kmd of
DescnptJOn
How
Acquired
P-Purchase
DDonated
Date
Acquired
Date/Sold
Matured
Gross
Sales Price
Cost or
Other Basis
and Expense
of Sale
Losses from
column (jJ
and gains
Expense of (J) (excess(~
over (kl
over
Fair Market
Value as of
December
31 1969
Cost Basis
(1,526)
N/A
NIA
NIA
Gain (loss)
(Qless {hl
Ad Justed
rm
Security
Rio Tinto Fin USA
08/16112
07/18113
Secunty
Toyota Motor Credit Corp
09/09/11
07/18/13
246,475
239, 172
7,303
NIA
NIA
NIA
7,303
Secunty
USA Treasury Notes
07/05113
07118/13
135,506
135,.t59
47
NIA
N/A
N/A
47
Secunty
USA Treasury Notes
06/14113
07/10113
06/24113
07/18/13
3, 170,031
3,169,946
85
NIA
NIA
NIA
85
Secunty
USA Treasury Notes
06/14113
07119113
84,347
87,079
(2,732)
NIA
NIA
N/A
(2,732)
Secunty
Bank of America
02/14/12
04/23/10
07!22113
254,038
227,216
26,822
NIA
NIA
NIA
26,822
Secunty
JP Morgan Chase & Co
02/05113
07/22113
144,054
125,439
18,615
NIA
NIA
NIA
18,615
Securrty
USA Treasury Notes
07/10113
07122113
115,809
114,735
1,074
NIA
NIA
NIA
1,074
Secunty
USA Treasury Notes
06114/13
07/22113
150,394
154,806
(4,412)
NIA
NIA
NIA
(4,412)
Secunty
USA Treasury Notes
07110/13
07/23113
99,789
99,620
169
N/A
NIA
NIA
169
Security
United Technologies Corp
06117/13
07/23/13
45,944
45,850
94
NIA
NIA
NIA
94
Secunty
American Express Credit
07108/13
07124/13
50,818
50,756
62
NIA
NIA
NIA
62
Secunty
USA Treasury Notes
07/05/13
07/24/13
110,395
110,374
21
NIA
NIA
NIA
21
Security
USA Treasury Notes
07/10/13
07/24/13
80.250
79,816
434
NIA
NIA
N/A
434
Secunty
USA Treasury Notes
07105/13
07/26/13
89,789
89.403
386
NIA
N/A
NIA
386
Secunty
Federal Home Loan

Mortgage Corp.
06114i13
07/31/13
1,985
1,987
(2)
NIA
N/A
NIA
(2)
Secunty

Association
06117/13
07/31/13
13,894
14,890
(996)
NIA
NIA
NIA
(996)
Secunty

Assoaat1on
06114/13
07131113
6,938
7,436
(498)
NIA
NIA
NIA
(498)
Security

Assooat1on
06127/13
07131113
5,122
5,344
(222)
NIA
NIA
NIA
(222)
197,378
198,904
ATIACHMENT
(1,526)
24 (12 OF 27)
SCHEDULEOF GAINS(LOSSES)FORTAXON INVESTMENT

INCOME
Ktnd of
DescnptJon
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
Gross
Sales Pnce
Cost or
Other Basis
and Expense
of Sale
Fa1rMar1<et
Value as of
December
~
Adjusted
cost Basis
EXl)ense of 0)
(149)
NIA
N/A
NIA
Gain (loss)
less (h)
Losses from
column (j)
and gains
(excess (i)
overfill
Secunty

Association
07/16/13
07/31/13
Secunty

Association
06/14/13
07/31/13
3,737
3,886
(149)
NIA
NIA
N/A
(149)
Security

Assoc1at1on
07/02/13
07(31/13
6,211
6,720
(509)
N/A
N/A
N/A
(509)
Secunty

Assoc1at1on
06/27113
07/31/13
3,056
3,238
(182)
N/A
NIA
NIA
(182)
Security

Assocfat1on
06/27/13
07131/13
8,617
8,975
(358)
N/A
N/A
NIA
(358)
Secunty

Association
06114/13
07131/13
6,982
7,372
(390)
NIA
N/A
N/A
(390)
Secunly

Assoc1at1on
06120/13
07/31/13
4,676
4,882
(206)
N/A
N/A
N/A
(206)
Security
Federal Nabonal Mortgage

Assoc1at1on
0013/13
07131/13
5,910
6,107
(197)
NIA
NIA
NfA
(197)
Security

Association
07/11/13
07131/13
370
371
{1)
N/A
N/A
N/A
{1)
Secunty

Assoe1at1on
07/26/13
07/31/13
2,684
2,812
(128)
N/A
NIA
NIA
(128)
Secunty

Assoc1at1on
06/17/13
07131/13
5,614
5,830
(216)
N/A
N/A
N/A
{216)
Security

Association
06/13/13
07131/13
3.886
4,044
(158)
NIA
N/A
NIA
(158)
Secunty
Federal Nauonal Mortgage

Association
06/20/13
07131/13
11.663
12,396
(733)
N/A
NIA
NIA
{733)
3,252
3,401
ATIACHMENT
(149)
24 (13 OF 27)

Kind of
Descr1pt1on
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sok!
Matured
Gross
Sales Price
Cost or
Other Basis
and Expense
of Sale
Losses from
column (J)
and gains
(excess (1)
over (l}l
Fair Market
Value as of
December
31, 1969
Ad Justed
Cost Basis
Expense of 0)
over (kl
(366)
NIA
N/A
NIA
NIA
NIA
N/A
(116)
Gain (loss)
(f) less (hl
Security
federal National Mortgage

Association
06/14/13
07/31/1 J
Security
Government National
Mortgage Assoc
06/18113
07131/13
2,479
2,595
(116)
Security
USA Treasury Notes
07/05/13
07/31/13
102,988
103,031
(43)
NIA
N/A
N/A
(43)
Secunty
Federal Nahonal Mortgage

Association
07/10/13
08/01/13
4,123
4,350
(227)
NIA
NIA
N/A
(227)
Security

Assoc1at1on
07/08113
08/01/13
3,599
3,780
(161)
N/A
N/A
NIA
(181)
Secunty
Federal Home Loan

Mortgage Corp
07/01/13
08/01113
2,302
2,451
(149)
N/A
NIA
NIA
(149)
Security
USA Treasury Notes
07/18/13
08/01/13
147,741
147,838
(97)
N/A
NIA
N/A
(97)
Secunty
USA Treasury Notes
07105/13
08/01113
130,203
130,046
157
NIA
NIA
N/A
157
Secunty
USA Treasury Notes
07/07113
08105113
129,797
129,462
335
NIA
NIA
NIA
335
Secunty
Burlington North Santa Fe
06118/13
08106/13
83.634
86,527
(2.893)
NIA
NIA
N/A
(2,893)
Secunty
Comcast Corp
06/07/13
08/07113
19.035
19.751
(716)
NIA
NIA
NIA
(716)
Secunty
Cov1d1enInternational
FmanceSA
07108/13
08/07/13
30,291
30,299
(8)
NIA
NIA
NIA
(8)
Security
McKesson Corp
07/08113
08/07113
25,039
24,991
48
NIA
NIA
NIA
48
Security
USA Treasury Notes
07105113
08/07/13
149,322
149,395
(73)
NIA
NIA
NIA
(73)
Secunty
USA Treasury Notes
06/14113
08/07113
23,271
24,188
(917)
NIA
NIA
NIA
(917)
Secunty
USA Treasury Notes
07/05113
07/17113
07/24/13
08/07/13
74,426
74,151
275
NIA
NIA
NIA
275
Secunty
USA Treasury Notes
06/14113
08/08/13
60,638
62,890
(2,252)
NIA
NIA
NIA
(2,252)
Security
USA Treasury Notes
07/05113
08/08/13
109,772
109,269
503
NIA
NIA
NIA
503
6,246
6,612
ATIACHMENT
(366)
24 (14 OF 27)

Cosl or
Other Basrs
and Expense
ofSale
Fair Market
Value as of
December
31 1969
Adjusted
Cost Basis
Expense of 0)
over {k)
3,955
NIA
NIA
NIA
Losses from
column (J)
and garns
(excess (1)
over (ll}
Description
How
Acquired
P-Purchase
D-Donated
Security
Wells Fargo Company
04/20/10
08/09/13
Security
USA Treasury Notes
07/10/13
08113/13
40,008
39,908
100
NIA
NIA
N/A
100
Secunty
USA Treasury Notes
07/05113
08114113
133,766
133,202
564
NIA
NIA
N/A
564
Security
CNH Equipment
12/17/10
08115/13
7,749
7,916
(167)
NIA
N/A
NIA
(167)
Secunty
USA Treasury Notes
07/07/13
08119/13
114,713
114,524
189
N/A
NIA
NIA
189
Secunty
Rio Tinto USA PLC
08/16/13
08120/13
58,591
59,671
(1,080)
NIA
NIA
NIA
(1,080)
Secunty
USA Treasury Notes
07/05113
08/20/13
95,605
95,690
(85)
N/A
NIA
NIA
(85)
Secunty
USA Treasury Notes
07/10/13
08/20/13
54,802
54,873
(71)
NIA
NIA
NIA
(71)
Secunty
USA Treasury Notes
07/05/13
08121/13
34,873
34,768
105
NIA
NIA
NIA
105
Security
General Electric Cap Corp
07109/13
08122113
55,041
54,982
59
NIA
N/A
N/A
59
Secunty
USA Treasury Notes
07/13113
08122113
94,688
94,606
82
NIA
NIA
NIA
62
Security
General Electric Cap Corp
07/18/13
08122/13
66,617
66,731
(114)
NIA
NIA
NIA
Secunty
Prudential Financial Corp
06125/13
08126113
39,084
39,001
83
NIA
N/A
NIA
83
Secunty
Toledo Edison Company
07/22/13
08128/13
72,137
69,766
2,371
NIA
NIA
NIA
2,371
Secunty
USA Treasury Notes
07/05113
08/29113
64,891
64,858
33
NIA
NIA
NIA
33
Secunty
USA Treasury Notes
07/05113
08129113
154,104
153,807
297
NIA
NIA
NIA
297
Security
Federal Home Loan

Mortgage Corp
06/17113
08/31113
2,057
2,059
(2)
NIA
NIA
N/A
(2)
Secunty
Federal National
Mortgage Assn
06/17113
08/31113
8.910
9,549
(639)
NIA
NIA
N/A
(639)
Secunty
Federal National
Mortgage Assn
06/14/13
08/31/13
6,541
7,010
(469)
NIA
NIA
N/A
{469)
Secunty
Federal Natmnal
Mortgage Assn.
06127/13
08/31/13
3,884
4,053
(169)
N/A
N/A
NIA
(169)
Kmd of
...
Date
Acquired
Date/Sold
Gross
SalesPrice
Matured
$
57,488
53,533
Gain (loss)
mless (h)
$
ATIACHMENT
3.955
(114)
24 (15 OF 27)

Kind of
~
Description
How
Acquired
P-Purchase
D-Donated
Date/Sold
Matured
Date
Gross
SalesPrice
Secunty
Federal National
Mortgage Assn
07116113
08131113
Security
Federal National
Mortgage Assn
06114113
08131113
2,439
Security
Federal Nallonal
Mortgage Assn
07102/13
08131/13
Secunty
Federal National
Mortgage Assn
06127/13
security
Federal National
Mortgage Assn
Secunty
Federal National
Mortgage Assn
Security
Cost or
Other Basis
and Expense
of Sale
Fair Mari<et
Value as of
December
Ga,n (loss)
mless {h}
$
losses from
column (J)
and gains
Expense of (J) (excess (i)
Adjusted
Co~1Bi151S
Qlle[!Ill
(63)
NIA
NIA
NIA
2,536
(97)
NIA
NIA
NIA
(97)
12,836
13,887
(1,051)
NIA
NIA
NIA
(1,051)
08/31113
815
864
(49)
NIA
NIA
NIA
(49)
06127113
08/31113
2,080
2,166
(86)
NIA
NIA
NIA
(86)
06114113
08131113
3,395
3,584
(189)
NIA
NIA
NIA
(189)
Federal Nabonal
Mortgage Assn.
06120/13
08131/13
3,726
3,890
(164)
NIA
NIA
NIA
(164)
Security
Federal National
Mortgage Assn.
06113113
08131113
1,629
1,683
(54)
NIA
NIA
N/A
(54)
Security
Federal National
Mortgage Assn.
07111/13
08/31/13
1,269
1,273
{4)
NIA
NIA
NIA
(4)
Security
Federal National
Mortgage Assn.
07126113
08/31/13
2,504
2,623
(119)
NIA
NIA
NIA
(119)
Secunty
Federal National
Mortgage Assn
08105113
08131/13
4,214
4,475
(261)
NIA
NIA
NIA
(261)
Secunty
Federal National
Mortgage Assn
06117,'13
08/31113
1,174
1,219
(45)
NIA
NIA
NIA
(45)
Security
Federal Nabonal
Mortgage Assn
06113/13
08/31/13
1,632
1.698
(66)
NIA
NIA
NIA
(66)
Secunty
Federal National
Mortgage Assn
06120/13
08131113
7.857
8,350
(493)
NIA
NIA
NIA
(493)
Secunty
Federal National
Mortgage Assn
06114/13
08131113
3,859
4,085
(226)
NIA
NIA
NIA
(226)
1,377
1,440
(63)
ATIACHMENT 24 {16 OF 27)

Kind of
Prop~_ny
Descriptron
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Gross
Sales Pnce
Date/Sold
Matured
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
31. 1969
Adjusted
Cost Basis
(103)
N/A
NIA
NIA
Gain (loss)
Cf)less (h}
Expense of
over (k)
rn
Losses from
column (J)
and gains
(excess (1)
over (I))
Security
Government Nat10nal
Mortgage Assn
06/18/13
08/31/13
Security
Federal Home Loan

Mortgage Corp.
07/10/13
09/01/13
1,803
1.919
(116)
NIA
N/A
NIA
(116)
Security
Federal Nabonal
Mortgage Assn
08/08/13
09/01/13
3,378
3,607
(229)
NIA
N/A
NIA
(229)
Sea.rnty
Federal NatJonal
Mortgage Assn.
07/10/13
09/01/13
3,659
3,860
(201)
NIA
N/A
NIA
(201)
SeaJnty
Federal Home Loan

Mortgage Corp
07/08/13
09/01113
3,656
3,851
(185)
NIA
NIA
NIA
(185)
Security
USA Treasury Notes
07/05/13
09103/13
24,662
24,634
28
NIA
NIA
NIA
26
Security
AFLAC, Inc
06117/13
09104/13
71,931
74,993
(3,062)
N/A
NIA
NIA
(3,062)
Security
Bank of Amenca Corp
07106/13
09104/13
20,042
20,015
27
NIA
NIA
NIA
27
Secunty
General Electnc Capital

Corp
06119/13
09104/13
78,217
80,737
(2,520)
NIA
NIA
NIA
(2,520)
Security
Goldman Sachs Group,

Inc
07/08/13
09104/13
31,022
31,004
18
NIA
NIA
NIA
18
Security
Hess Corp
06/20113
09/04/13
61,314
61.273
41
NIA
N/A
NIA
41
Security
Hewlett Packard Co
07/08/13
09/04/13
50,696
50,813
(117)
NIA
NIA
NIA
(117)
Secunty
Morgan Stanley
07/08113
09/04113
24,987
24,848
139
NIA
NIA
NIA
139
Secunty
Prudential Financial, Inc
06/25113
09/04113
72.286
72.430
{144)
NIA
NIA
NIA
(144)
Security
Wells Fargo Company
08/09/13
09104113
55,546
57, 116
(1,570)
NIA
N/A
NIA
(1.570)
Security
C1hgroup, Inc
07/08113
09104/13
19,835
19,799
36
N/A
NIA
NIA
36
Security
Morgan Stanley
06/13/13
09/05113
9,734
10, 102
(368)
NIA
NIA
NIA
Secunty
Realty Income Corp
07/09/13
09/05/13
19.886
19,955
(69)
NIA
NIA
NIA
2.193
2,296
ATIACHMENT
(103)
(368)
(69)
24 {17 OF 27)
SCHEDULE OF GAINS (LOSSES) FORTAX ON INVESTMENT INCOME

Kmd of
Descnpt1on
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
Gross
Sales Price
Secunty
C1t1group,Inc
02/14112
04/26/11
09/10/13
Security
USA Treasury Notes
06/14113
09/10113
49,655
Secunty
Exelon Generation Co LLC
06117113
09111113
Secunty
USA Treasury Notes
06114113
09111113
Secunty
CNH Equipment
12/17110
09/15/13
Secunty
John Deere Owner Trust
08/20/13
Security
Costco Wholesale Corp.
Security
USA Treasury Notes
Security
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
Gain (loss)
mless (h}
$
Losses from
column (i)
and gains
Expense of (J) (excess (1)
Ad Justed
over IIH
C!Ui1E!s1sis
~
3,970
N/A
NIA
NIA
53,215
(3,560)
NIA
NIA
NIA
{3,560)
14,753
15,568
(815)
NIA
NIA
NIA
(815)
50, 166
55,510
(5,344)
N/A
N/A
N/A
(5,344j
122.388
125,029
(2,641)
NIA
NIA
N/A
(2,641i
09115113
6,688
6,699
(11)
NIA
NIA
N/A
(11)
11/28112
09116113
210,604
219,507
{8,903)
N/A
N/A
NIA
(8,903)
06/14113
09/23113
32,372
33,864
(1,492)
NIA
NIA
NIA
(1,492)
USA Treasury Notes
06114(13
09/25113
45,896
49,261
(3,365)
N/A
NIA
N/A
(3,365)
Security
USA Treasury Notes
07105113
09/25113
60,347
60,436
(89)
NIA
NIA
NIA
(89)
Security
USA Treasury Notes
0710/13
09126113
135,617
134,689
928
NIA
NIA
NIA
928
Secunty
USA Treasury Notes
07105113
09/26/13
50,035
50,043
(8)
NIA
NIA
NIA
(8)
Secunty

Assn
08129/13
09/30113
2,749
2,838
(89)
NIA
NIA
NIA
(89)
Secunty

Assn
07111/13
09/30/13
302
303
(1)
NIA
N/A
NIA
(1)
Secunty
Federal Home Loan

Morgage Corp
06/17/13
09/30/13
1,549
1,550
(1)
NIA
NIA
NIA
(1 !
Security

Assn
06/17/13
09/30113
5.040
5.401
(361)
NIA
NIA
NIA
(361)
Secunty
Federal National Mongage

Assn
06114/13
09/30{13
3,951
4,234
(283)
NIA
NIA
NIA
(283)
Security

Assn
06127113
09/30/13
2,791
2,912
(121)
NIA
NIA
NIA
(121)
153,765
149,795
ATTACHMENT 24
3,970
(18 OF 27)

Krnd of
~
Oesc11pt,011
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matyred
Gross
Sales P11ce
Cost or
Other Basis
and Expense
of Sale
Fair Markel
Value asof
December
31, 1969
Adjusted
Cost Basis
Expense of 0)
over (kl
174)
NIA
NIA
N/A
Gain (loss)
mless {h}
Losses rrom
column 0)
and garns
(excess (1)
over (l}l
Security

Assn
07116113
09/30/13
Secunty

Assn
06114113
09/30/13
3,392
3,527
(135)
NIA
NIA
NIA
(135)
Secur,ty

Assn
07108/13
09/30/13
6,269
6,782
(513)
NIA
NIA
N/A
(513)
Secunty

Assn
06/27113
09/30/13
1,309
1,387
(78)
NIA
NIA
N/A
(78)
Security

Assn
06/27113
09/30/13
3.661
3,813
(152)
N/A
NIA
NIA
(152)
Secru1ty

Assn
06/14/13
09/30/13
3.542
3,740
(198)
N/A
N/A
N/A
(198)
Security

Assn
09/26/13
09/30/13
1,288
1,350
(62)
N/A
NIA
NIA
(62)
Security

Assn
06/13/13
09/30/13
2,909
3,006
(97)
NIA
N/A
N/A
(97)
Secur,ty

Assn
07/26/13
09/30/13
2,116
2.217
(101)
N/A
NIA
N/A
(101)
Security

Assn
08/05113
09/30/13
2,403
2,552
(149)
NIA
N/A
NIA
(149)
Security

Assn
06/17/13
09/30/13
1,412
1,466
(54)
N/A
N/A
NIA
(54)
Secunty

Assn
06113/13
09/30/13
2,511
2,613
(102)
NIA
N/A
NIA
(102)
Security

Assn
06120/13
09130/13
6,430
6,834
(404)
NIA
NIA
NIA
(404)
Secunty

Assn
06114113
09/30/13
2,908
3,078
(170)
N/A
NIA
N/A
(170)
1,618
1,692
(74)

SCHEDULE OF GAINS (LOSSES)FOR TAX ON INVESTMENT INCOME
Kmd of
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Date/Sold
Matured
Cost or
Other Basis
and Expense
of Sale
Gross
Sales Pri~
Losses from
column (j)
and gains
Expense of 0)
(excess (i)
over (k}
over {l}l
Fair Market
Value as of
December
31. 1969
AdJusted
C2st Basis
(128)
NIA
NIA
NIA
Gain (loss)
mless (h}
Property
Description
Security
Government National
Mortgage Assn
06/18113
09/30/13
Seamty
Federal Home Loan

Mortgage Corp
07108113
10101113
2.744
2,921
(177)
NIA
N/A
NIA
(177)
08108/13
10101113
4,030
4,302
(272)
NIA
NIA
NIA
(272)
08119/13
10(01113
541
589
(46)
N/A
N/A
NIA
(48)
Federal Na~onaf Mortgage

Assn
07110113
10/01/13
3,073
3.242
(169)
NIA
NIA
NIA
(169)
07110/13
10101113
2,853
2,997
(144)
NIA
NIA
NIA
(144)
660
Secunty
2.728
2,856
(128)
Assn
Secunty
Assn
Security
Security
Assn
Security
BP Capital Markets PLC
09123/13
10/03113
35,660
35.000
660
N/A
N/A
NIA
Security
USA Treasury Notes
07/05113
10103113
20,537
20.606
(69)
N/A
N/A
NIA
(69)
Secunty
USA Treasury Notes
06126i13
10107/13
31,212
31.221
(9)
NIA
NIA
NIA
(9)
Secunty
USA Treasury Notes
07110/13
10107/13
45,311
44,896
NIA
NIA
NIA
Security
USA Treasury Notes
03/28113
10107113
106,825
106,854
(29)
NIA
NIA
NIA
(29)
Security
USA Treasury Notes
06/26/13
10109113
51,871
52,035
(164)
NIA
NIA
NIA
(164)
Security
USA Treasury Notes
07/05/13
10109/13
45.220
45,327
(107)
N/A
N/A
NIA
(107)
Securdy
AT&T Inc
06124/13
10/11/13
16,315
16,298
17
N/A
N/A
NIA
17
Security
08120/13
10115/13
7,714
7,727
(13)
N/A
NIA
NIA
(13)
Security
Prologis LP
08/08/12
10/21/13
40,698
39,897
801
N/A
N/A
NIA
801
Secunty
Wells Fargo Company
04/20/13
10/21/13
98,160
91,007
7.153
NIA
N/A
N/A
7,153
Securrty
USA Treasury Notes
06/14/13
10/23/13
46,987
49,342
(2.355)
N/A
N/A
N/A
(2.355)
415
415

Kmd of
Property
Descnpt1on
How
Acquired
P-Purchase
D-Oonated
Secunty
USA Treasury Notes
Secunty
Gross
Sales Price
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
31. 1969
Ad Justed
Cost Basis
(53)
NIA
NIA
NIA
Gain (loss)
0)
Losses from
column (i)
and gains
(excess (1)
over !Ill
Date
Acquired
Date/Sold
Matured
07105113
10/24113
USA Treasury Notes
07105113
10/29113
56.167
56.442
(275)
NIA
NIA
NIA
(275)
Security
USA Treasury Notes
07105113
10130/13
195,945
196,417
(472)
NIA
NIA
NIA
(472)
Security
USA Treasury Notes
07105113
10130/13
200,094
200, 172
(78)
NIA
NIA
NIA
(78)
Security
USA Treasury Notes
07105103
10/30113
66,358
66,704
(346)
NIA
NIA
NIA
(346)
Security
Federal Home Loan

Mortgage Corp
06117113
10/31113
1,306
1,307
(1)
NIA
NIA
NIA
(1)
Security
Federal Natlonal Mortgage

Association
06117113
1013111J
3,385
3,628
(243)
NIA
NIA
NIA
(243)
Security
Federal Nallonal Mortgage

Assooat1on
06114113
10/31113
3,199
3,428
(229)
NIA
NIA
NIA
(229)
Secunty

Association
06/27113
10/31113
2,875
3,000
(125)
NIA
NIA
NIA
(125)
Security

Assoc1at1on
07116113
10131113
1,202
1,257
(55)
NIA
NIA
NIA
(55)
Secunty

Association
06114113
10/31113
2,335
2,428
(93)
NIA
NIA
N/A
(93)
Secunty

Association
07102/13
10131113
12,415
13,431
(1,016)
N/A
N/A
NIA
(1,016)
Security

Association
10107113
10/31/13
1,524
1,664
(140)
N/A
NIA
NIA
(140)
Secunty

Association
10107113
10/31113
709
747
(38)
NIA
NIA
NIA
(38)
Secunty

Association
06121113
10131113
2,351
2,491
(140)
NIA
N/A
NIA
(140)
Secunty

Association
06/21/13
10/31113
3.243
3,378
(135)
N/A
N/A
NIA
(135)
150,076
150,129
mless (hl
$
Expense of
over (kl
(53)

FORTHE YEARENDEDDECEMBER31, 2013

How
Krndof
~
Descnption
Acxiuired
P-Purchase
D-Donated
Date
Gross
DatefSold
Matured
SalesPnce
Secunty

Assocrat1on
06114113
10131113
Secunty

Associatron
09126/13
10131113
5,753
Secunty

Associatron
06113113
10131113
Security

Assocration
07111113
Secunty

Assoc1at1on
Secunty
Federal NatJonal Mortgage

Assoc1at1on
Security
Cost or
OtherBasrs
and Expense
of Sale
Gam (loss)
mless Ch)
Fair Market
Value as of
December
Ad Justed
Expense of
CostBasis
0)
Loc;ses from
column (j)
and garns
(excess(~
over (I))
mrJ.lu
(136)
NIA
NIA
NIA
6,031
(278)
NIA
NIA
NIA
(278)
3,579
3,699
(120)
NIA
NIA
NIA
(120)
10/31113
798
800
(2)
NIA
NIA
NIA
(2)
07126113
10/31113
1,805
1,891
(86)
NIA
NIA
NIA
(86)
08/05113
10131113
2,290
2,432
(142)
NIA
NIA
NIA
(142)
Federal Natrona! Mortgage

Assocrabon
08129113
10131113
2,918
3,012
(94)
NIA
NIA
NIA
(94)
Security
Federal Natrona! Mortgage

Association
06117/13
10/31113
1,473
1,529
(56)
NIA
NIA
NIA
(56)
Security

Association
06113113
10/31/13
1,720
1,790
(70\
NIA
NIA
NIA
(70)
Security

Assoc1at1on
06128113
10/31113
5,584
5,935
(351)
NIA
NIA
NIA
(351)
Secunty

AssOC1at1on
06114113
10/31113
4,429
4,688
(259)
NIA
NIA
NIA
(259)
Securrty
Government National
Mortgage Assn
06118113
10/31113
2,936
3,074
(138)
NIA
NIA
NIA
(138)
Security
Federal Home Loan

Mortgage Corp
07110113
11/01113
2,285
2,432
(147)
NIA
NIA
NIA
(147)
Secunly

Assoc1at1on
08108113
11/01113
4,103
4,380
(277)
NIA
NIA
NIA
(277)
2,446
2,582
ATIACHMENT
(136)
24 (22 OF 27)

Kind of
Descnpbon
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Gross
Sales Pnce
Date/Sold
Matured
Cost or
Other Basis
and Expense
of Sale
FairMar1<et
Value as of
December
31, 1969
Ad Justed
Co~Bas1s
Expense of 0)
over (k}
(298)
NIA
NIA
NIA
Gain (loss)
mless (b}
Losses from
column (I)
and gains
(excess (1)
over {l}l
Secunty

Assoc1allon
08119113
11101113
Security

Assooat1on
07110/13
11101/13
3,111
3,282
(171)
NIA
NIA
NIA
(171)
Secunty
Federal Home Loan

Mongage Corp.
07/08/13
11101/13
2,899
3,045
(146)
N/A
NIA
NIA
(146)
Security
Morgan Stanley
06114113
11105113
111,216
110,402
814
NIA
N/A
NIA
814
Security
Amgen, Inc
06125113
11113/13
71,604
70,973
631
NIA
NIA
NIA
631
Security
Wachovia Corp
07108113
11113/13
50,834
50.641
193
N/A
NIA
NIA
193
Secunty
USA Treasury Notes
06114113
11114113
32,607
:13,864
(1,257)
NIA
NIA
NIA
(1,257)
Secunty
08/20113
11115/13
10,139
10,156
(17)
NIA
NIA
N/A
(17)
Secunty
USA Treasury Notes
06/26113
08/26/13
11/18/13
11115113
114,314
114,085
229
NIA
NIA
NIA
229
Security
USA Treasury Notes
07110/13
10/21 /13
11115113
181,835
180,498
1,337
NIA
NIA
NIA
1,337
Security
BNP Panbas
08114/13
11118113
51,325
50,163
1, 162
NIA
NIA
NIA
1,162
Secunty
General Elednc Capital

Corp
02/08113
02/17113
11118113
38,994
35,430
3,564
NIA
NIA
NIA
3,564
Secunty
Pepsico. Inc
04119/10
11/24/10
11118113
126,708
120,192
6.516
NIA
NIA
NIA
6,516
Security
BNP Paribas
08/13113
11/19/13
35.900
34,935
965
N/A
N/A
NIA
965
Security
Viacom, Inc
06/11/13
11/21/13
13,997
14,506
(609)
N/A
N/A
N/A
(609)
Security
Viacom, Inc
08/12/13
11/21/13
20,099
19,794
305
N/A
NIA
NIA
305
Security
USA Treasury Notes
07/10/13
07/18/13
11/22/13
886,210
885,883
327
N/A
NIA
NIA
327
3.394
3,692
ATIACHMENT
(298)
24 (23 OF 27)

Kind of
Property
Descnpt1on
How
Acquired
P-Purchase
D-Donated
Date
Acquired
Gross
Sales Price
Date/Sold
Matured
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
Gain (loss)
mless !h}
31. 1969
Ad1usted
Cost Basis
Expense of (j)
over Ck}
N/A
NIA
N/A
N/A
N/A
N/A
Losses from
column 0)
and garns
(excess (i)
overllll
Secunty
USA Treasury Notes
06/14/13
09/04/13
09/05113
10/21/13
11/22/13
Security
AT&T Inc
06/24/13
11/26/13
48,463
48,895
Security
05/24113
11/26/13
201,325
91,729
109,596
NIA
N/A
NIA
109,596
Security
11/16/12
11/26/13
399,385
247,117
152,268
NIA
NIA
NIA
152,268
Secunty
Procter & Gamble Co.
08/11/11
11126113
399,997
214,796
185,201
NIA
NIA
NIA
185,201
Secunty
Wal-Mart Stores Inc
05/16/08
11/26/13
200,747
142,691
58,056
N/A
N/A
N/A
58,056
Security
Wiiiiams Companies Inc
09/21/12
11/26113
200,866
193,304
7,562
N/A
NIA
NIA
7,562
Security
W1sconsrn Energy Corp
09125(07
11/26/13
198,717
108,505
90,212
NIA
N/A
NIA
90,212
Security
Federal Home Loan

Mortgage Corp
06/17113
11/30113
1,354
1,355
(1)
N/A
NIA
N/A
(1)
Security

Assoc1at1on
06/17/13
11/30113
3,373
3,615
(242)
NIA
NIA
NIA
(242)
Secunty

Association
06114113
11130113
4,850
5,198
(348)
NIA
NIA
NIA
(348)
Security

Association
06127113
11130113
3,311
3,455
(144)
NIA
NIA
NIA
(144)
Secunty

Association
07/16/13
11/30/13
1,062
1, 111
(49)
N/A
N/A
NIA
(49)
Security

Association
06/14113
11130/13
5.151
5,356
(205)
NIA
NIA
NIA
(205)
Secunty

Assoc1allon
07102113
11/30/13
3,027
3,275
(248)
NIA
NIA
NIA
(248)
Secunty

Association
10/07113
11130113
3,242
3,540
(298)
NIA
N/A
N/A
(298)
287,355
284,766
2,589
(432)
2,589
(432)

SCHEDULE OF GAINS (LOSSES) FORTAX ON INVESTMENT INCOME
FORTHE YEARENDEDDECEMBER31, 2013
Kmdof
Property
Oescnptron
How
Acquired
P-Purchase
D-Donated
Date
AcqU1red
Security

Association
Security

Association
06/27113
Secunty

Association
Security

Association
Secunty
Date/Sold
Matured
Gross
Sales Price
Cost or
Other Basis
and Expense
of Sale
Fair Market
Value as of
December
31, 1969
Gain (loss)
mless (h)
Losses from
column (J)
and gains
Expense of (J) (excess (1)
Ad Justed
CostBasis
Qlli...00
over(Ill
477
503
(26)
N/A
NIA
N/A
(26)
11130/13
1,395
1,479
(84)
NIA
NIA
NIA
(84}
06127/13
11130/13
1,533
1,597
(64)
N/A
NIA
N/A
(64)
06114113
11130113
2,171
2,292
(121)
NIA
NIA
NIA
(121)
Federal Nallonal Mortgage

Association
09/26113
11/30/13
7,402
7,760
(356)
NIA
NIA
NIA
(356)
Security

Assoc1at1on
06113113
11130/13
1,509
1,560
(51)
NIA
NIA
NIA
(51)
Security

Association
07111113
11130113
305
306
(1)
NIA
NIA
NIA
( I}
Security

Association
07/26/13
11130/13
1,752
1,835
(83)
N/A
NIA
N/A
(83)
Secunty

Assoetalion
08105113
11130113
2,466
2,618
(152)
NIA
NIA
NIA
(152)
Secunty

Association
08/29/13
11/30/13
2,464
2,543
(79)
N/A
NIA
NIA
(79)
Security

Association
06/17113
11/30113
3,262
3,408
(126)
NIA
NIA
NIA
(126)
Secunty

Association
06113/13
11130113
1,682
1,750
(68)
NIA
NIA
NIA
(68)
Secunty

Association
06/20113
11130113
3,541
3,763
(222)
N/A
N/A
N/A
(222)
Secunty

Association
06114/13
11130/13
2,223
2,353
(130)
NIA
N/A
NIA
(130}
10/07/13
11/30/13
ATIACHMENT
24 (25 OF 27)
SCHEDULEOF GAINS (LOSSES) FOR TAX ON INVESTMENTINCOME

Kind of
~
Descnpt1on
How
Acquired
P-Purchase
D-Donated
Dale
ACX!wred
Gross
Sales Pnce
DalefSold
Matured
Secunty
Government Nallonal
Mortgage Association
06/18/13
11(30113
Secunty
Government National
Mortgage Association
11115113
11130113
Security
Federal Home Loan

Mortgage Corp.
07110113
Security

Association
Secu11ty

Association
Secunty
2,690
Cost or
Other Basis
and Expense
of Sale
2,816
Fair Market
Value as of
December
31 1969
AdJusted
Cost Basis
(126)
NIA
NIA
N/A
Gain (loss)
If) less {hl
Expense of
over {k)
Gl
Losses from
column (J)
and gains
(excess (1)
over (I))
(126)
796
845
(49)
NIA
NIA
NIA
(49)
12/01/13
2,253
2,398
(145)
N/A
N/A
N/A
(145)
08/08/13
12101/13
3,545
3,784
(239)
N/A
NIA
NIA
(239)
08119113
12/01113
3,312
3,603
(291)
NIA
N/A
NIA
(291)

Assooation
07/10113
12/01113
2,961
3,124
(163)
N/A
N/A
NIA
(163}
Secunly
Federal Home Loan

Mortgage Corp
07/08/13
12/01/13
2,985
3,136
(151)
NIA
NIA
NIA
(151}
Security
Rabobank Netherland
07108113
12/03113
71,918
71,802
116
NIA
NIA
NIA
116
Secunty
Pelrobras Global Finance
06120113
12/03(13
149,180
147,405
1,775
NIA
NIA
N/A
1,775
Secunty
USA Treasury Notes
07110113
12105113
35, 194
34,919
275
NIA
NIA
NIA
275
Security
USA Treasury Notes
07105/13
12/11113
100,242
100,340
(98)
NIA
N/A
NIA
(90)
Secunty
NBC Universal Media LLC
OB/14113
12/12/13
52,093
52,539
(446)
NIA
NIA
NIA
(446)
Secunty
USA Treasury Notes
08/26113
09/04113
09/11113
12112/13
92,433
91,599
834
NIA
NIA
NIA
834
Security
USA Treasury Notes
07/05/13
12/12/13
200,484
200,679
(195)
NIA
NIA
NIA
(195)
Secu11ty
USA Treasury Notes
07110113
09/10/13
09116113
12!12113
491.187
486,984
N/A
N/A
N/A
4.20'.l
Secu11ty
USA Treasury Noles
07(18113
12112/13
1.170,960
1.171.234
N/A
NIA
N/A
(274)
4,203
(274)
ATIACHMENT
24 (26 OF 27)
SARAH SC.t.lFEFOUNDATION
INCORPORATED
SCHEDULEOF GAINS (LOSSES)FOR TAX ON INVESTMENTINCOME

FOR THE YEAR ENDED DECEMBER31, 2013
Cost or
Other Basis
and Expense
of Sale
Losses from
column (J)
and gains
Expenseof (J) (excess (i)
over (k)
over (1))
Farr Market
Value as of
December
31, 1969
AdJusted
Cost Basis
(39)
N/A
NIA
NIA
Kind of
~
Description
How
Acquired
P-Purchase
D-Donated
Secunty
Hyundai Auto Rec Tr
09/04/13
12/15/13
Security
John Deere Owners Trust
08/20113
12/15/13
6,659
6,670
(11)
N/A
NIA
NIA
(11)
Security
Barncl<Gold Corp
07/17/13
12/16i13
40,273
40,099
174
N/A
N/A
NIA
174
Security
Kerr McGee Corp
06/13113
12116113
75,200
77,245
(2,045)
NIA
NIA
NIA
(2,045)
Security
USA Treasury Notes
06114/13
12/17/13
84,264
92,517
(8,253)
N/A
NIA
NIA
(8,253)
Secunty
USA Treasury Notes
07105113
12123/13
75182
75,255
(73)
NIA
NIA
NIA
(73)
SUBTOTAL SALEOF SECURITIES

GAINS FROM PASSTHROUGHINVESTMENTS
TOTAL
Date
Acquired
Gross
Sales Pnce
Date/Sold
Matured
$
4,370
$ __19,034,807
4,409
$-H,259,683
769,511
79,804,318
74,259,683
Gain (loss)
mless (h)
$
(39)
4,775,124
i 4,775,124
769,511
769,511
5,544,635
5,544,635
8868
Application for Extension of Time To File an

Exempt Organization Return
Form
(Rev January2014)
Department
oftheTreasury
InternalRevenue
Service
OMB No 1545-1709
,... File a separate application for each return.

,... Information about Form 8868 and its Instructions is at www.irs.gov/form8868.
If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . . . . . . . . . . . . .
If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form)
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868
.,.. X
Electronic filing (e-file). You can electronically file Form 8868 1f you need a 3-month automatic extension of time to file (6 months for
a corporation required to file Form 990-T), or an add1t1onal(not automatic) 3-month extension of time You can electronically file Form
8868 to request an extension of time to file any of the forms listed 1n Part I or Part II with the exception of Form 8870, Information
Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS ,n paper format (see
instructions) For more details on the electronic filing of this form, v1Sltwww irs govleflle and chck on e-fi/e for Chan!Jes & Nonprofits
Automatic 3-Month Extension of Time. Only subm 1toriginal (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Utff
II
Part I only ............................................................

.,..
All other corporations (including 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time
to file income tax returns
Enter filer's Identifying number, see Instructions
Name of exempt organization or other filer, see 1nstruct1ons.
Employeridenl1ficat1on
number(EIN) or
Type or
print
Fileby the
duedatefor
flhngyour
returnSee
in
struct,ons

Number, street, and room or suite no If a PO box,see instructions
301 GRANT ST.,
ONE OXFORD CENTRE
City, town or post office, state, and ZIP code For a foreignaddress,see instructions
PITTSBURGH,
PA 15219
25-1113452
Social securitynumber(SSN)
Enter the Return code for the return that this appl1cat1onis for (file a separate apphcat1onfor each return) . . . . . . . . .
Application
Is For
Form 990 or Form 990-EZ
Form 990-BL
Form 4720 (1nd1v1dual)
Form 990-PF
Form 990-T (sec. 401 (a) or 408(a) trust)
Form 990 T (trust other than above)
Return
Code
07
08
09
10
11
12
Return
Code
01
02
03
04
05
06
Application
Is For
Form 990-T (coroorat1onl
Form 1041-A
Form 4720 (other than individual)
Form 5227
Form 6069
Form 8870
The books are 1nthe care of IJo-_SARAH_ SCAIFE_ FOUNDATION_ INC.--------------------------Telephone No. ,... __ !~?.-~~2_:_2_9_0_0____________
FAX No IJo------------------------- If the organization does not have an office or place of business m the United States, check this box . .
, ....
,...
If this 1sfor a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN) -----~~~
If this 1s
,...
If 1t1sfor part of the group, check this box
. """
and attach
for the whole group, check this box .....
a list with the names and EINs of all members the extension ,s for
1
I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension oft1me
until ___________
08/15_, 20 14 _. to file the exempt organization return for the organization named above The extension 1s
for the organization's return for
: EJ~:~e;edaa/
::;~~~:
~--:r
________
LJ
-------
20 ___
, and ending __ -----------------
LJ
20 __ _
If the tax year entered 1n line 1 1s for less than 12 months, check reason
ln1t1alreturn
Final return
Change in accounting period
3a If this appl1cat1on 1s for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions
276,965.
3a $
b If this appl1cat1on is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit
258,965.
3b $
c Balance due. Subtract line 3b from line 3a Include your payment with this form, if required, by using EFTPS
(Electronic Federal Tax Payment System) See instructions
18,000.
3c $
Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form8453-EOand Form8879-EOfor payment
-instructions.- __ . _______________
_
- - ---- -------Form8868- (-R~v--12014) __:::For Privacy Act and Paperwork Reduction Act Notrce~see Instructions.
JSA
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..

Department of the Treasury

Return of Private Foundation

, 2013, and endina

For calendar vear 2013 or tax vear beainnina

A Employer 1dentificat1on number

G Check all that apply

Initial return of a former

end of year (from Part II, col (c), line

2 Forejgn organizations meeting lhe

If private foundation status was terminated

(Part I, column (d) must be on cash basis)

and Expenses (The

total of amounts m columns (b). (c), and (d)

Contnbut,on~s. grants,etc. received

D1v1dendsand interest from securities

1 Fore1gn orgamzat1ons,check here

Other taxable private foundation

~ Section 501 (cf9

Section 4947(all1 \ nonexemot charitable trust

H Check type of organization

(a) Revenue and

(b) Net investment

(c) Ad1usted net

Net short-term capital gain

Compensationof officers,directors,trustees,etc ATlrH..:....:2:.:2:..__-::;4;-::7,,2c:-'-,

Travel, conferences. and meetings ,

Printing and publications

Other expenses (attach schedule)ATCI;! . 7.

Total operating and administrative expenses.

c Other professional fees (attach schedule). "'.

~ 15 Pension plans, employee benefits . .

Contributions, gifts, grants paid , , , . .

Subtract line 26 from line 12

Excess of revenue over expenses and disbursements

b Net investment income (1f negative. enter -0-)

Form 990-PF (2013)

Form 990-PF (2013)

Savings and temporary cash investments

Accounts receivable~----------------------Less allowance for doubtful accounts ~ _____________

Pledges receivable ~ _______

Receivables due from officers, directors, trustees, and other

Other notes and loans receivable (attach schedule)

Less allowance for doubtful accounts ~ ____________

10 a Investments- US and stategovernmentobligations(attachschedule).**1-- ___

b Investments - corporate stock (attach schedule) ~ ~C:H. 10

Accounts payable and accrued expenses

Total liabilities (add Imes 17 through 22) .

Foundations that follow SFAS 117, check here. ~~

Foundations that do not follow SFAS 117, .

Capital stock, trust principal, or current funds

Paid-in or capitalsurplus,or land,bldg, and equipmentfund

Retainedearnings, accumulatedincome,endowment,or otherfunds

of ChanQes 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

on prior year's return),

2 Enter amount from Part I, line 27a

not included m line 2 (itemize)~

4 Add lines 1, 2, and 3

not included 1n line 2 (1tem1ze) ~

6 Total net assets or fund balances