Form 990-PF Returnof Private Foundation990s.foundationcenter.org/990pf_pdf_archive/221/...Form990-PF...

Form 990-PF

Department of the TreasuryInternal Revenue Service

Return of Private Foundationor Section 4947(a)(1) Trust Treated as Private Foundation

► Do not enter social security numbers on this form as it may be made public► Information about Form 990-PF and its separate instructions is at www.irs.gov/form990pf.

OMB No 15450052

2014to Public Inspection

For calendar year 2014, or tax year beginning , 2014, and endingA Employer identification number

STEPHEN & MARY BIRCH FOUNDATION, INC. 22-1713022103 FOULK ROAD, #200 B Telephone number (see instructions)

WILMINGTON, DE 19803 888-372-6303

C If exemption application is pending, check here ► q

0

zM0C)n-iC-)

O

Li,

G Check all that apply: Initial return Initial return of a former public charity D 1 Foreign organizations, check here ► qFinal return

L

Amended return

Address change Name change 2 Foreign organizations meeting the 85% test, check qtt ►h d h om utation

H Check type of organization: X Section 501(c)(3) exempt private foundationac .ere an a c p

Section 4947(a)(1) nonexemp charitable trust Other taxable private foundation E tf private foundation status was terminated►

Fair market value of all assets at end of yearI J Accounting method: X Cash Accrual

qunder section 507(b)(1XA), check here .

(from Part 11, column (c), fine 16) q Other (specify) F If the foundation is in a 60-month termination$ 161, 170, 038. (Part 1, column (d) rnust be on cash basis.) under section 507(b)(1)(13), check here ► q

Part Ana lysis of Revenue and (a) Revenue and (b) Net investment (c) Adjusted net (d) DisbursementsExpenses (The total of amounts in expenses per books income income for charitablecolumns (b), (c), and (d) may not neces- purposessarily equal the amounts in column (a) (cash basis only)(see instructions).)1 canhiuhons, Wits, grmts. &. received (zitui, schedule)

2 ck ► XI it the tamdn is not required bi attachSdi 8

3 Interest on savings and C racy cue i ls 15,919. 15,919.4 nmdendsand interest from seanhea 134 841. 134 841.5 a Gross rents

b Netrental incomeo r- Fm 7: Ap( n _R 6 a Net gain or (loo) horn safe of assts rot on line 10 3 , 139.E b Gross sales prim for ail 3 , 139.assets on line ba 0 ^ r^', @v

E 7 Capital gain net income (from Part IV, line 2) 3, 139.N 8 Net short-term capital gain h) I • ! dU 9 Income modifications

E 10 a Gross sales lessreturns and

G0_

allowances LJ?

t

b Less Cost ofgoods sold

C Crass profit or (loss) (a[bdi schedule)

11 Other income (attach schedule)

See Statement 1 47,947. 42,105.12 Total. Add lines 1 through 11 . . 201 , 846. 196 , 004. 0.13 Compensation of officers, directors, trustees, etc. 1 211 , 090. 121 , 109. 1 , 089,980.

14 Other employee salaries and wages 69 , 280. 69,280.15 Pension plans, employee benefit

A 16aLegal fees (attachschedule) See St 2 157, 524. 141, 985. 15,538.M b Accounting fees (attad, sch) See St 3 25, 716. 2, 572. 23, 144 .

Nc other prof tees (attach sch) See St 4 22 , 163. 22,763.

o 17 interest...

E T 18 Taxes (atbdistheduleXseemstrs) See Stm $ 157, 704. 125, 273. 31,983.A R

T T

19 Depreciation (attachsch) and depletion See Stilt 6 96,391.

IN y 20 Occupancf

G E 21 Travel, conferences, and meetings 67 , 965. 67 , 285. 680.A E 22 Printing and publications

X Other expenses (attach schedule)

EN See Statement 7 908 413. 696,526. 211,887.S 24 Total operating and administratives expenses. Add lines 13 through 23, . 2,716,846. 1, 246, 793. 1,373,212.

25 contributions, qft giants paid - Part XV 8 , 406 , 023. 8 , 406 , 023.26 Total expenses and disbursements.

Addlines 24and25 11,122, 869. 1,246,793. 0. 9, 779, 235.27 Subtract line 26 from line 12:

a Excess of revenue over expensesand disbursements -10,921,02-3. 1

b Net investment income (if negative, enter -o 1 0.

C Adjusted net income (if negative, enter -0-) 0.

BAA For Paperwork Reduction Act Notice, see instructions. TEEA0504L 12110/14 Form 990-PF (2014)

Form 990-PF (2014) STFPHF.N 9 MARY RTRCH FOUNDATION. INC- 22-1713022 Page 2vta^n^ sd^dule and amain

in the &smphonBeginning of year End of year

colurm should be by end- of year amounts mty.Part II Balance Sheets (5tree instrucnons ) (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest - bearing ................

2 Savings and temporary cash investments . - - . - - . . 64,262,462. 48,016,701. 48,016,701.3 Accounts receivable ... .

-----------Less: allowance for doubtful accounts

-----------4 Pledges receivable

----------Less: allowance for doubtful accounts

---------5 Grants receivable

6 Receivables due from officers, directors, trustees , and otherdisqualified persons (attach schedule) (see instructions ) ...... ....... .

7 Other notes and loans receivable (attach sch ) ' 20 .4 , 7 55 , 8 Statement 8

AS

__ _ _ _ _ _ _ _ _

Less allowance for doubtful accounts ► 1, 555, 820. 4 , 755, 820. 4,882,287.

S- -------

8 Inventories for sale or use - ------ ------- -

TE 9 Prepaid expenses and deferred charges ...

S 10a Investments - U.S. and state governmentobligations (attach schedule) Statement. 9 .. 48, 211 179. 50, 357, 523. 50,409,013.

b Investments - corporate stock (attach schedule). Statement..1.0. 16,516. 16,5-76. 16,095.c Investments - corporate bonds (attach schedule)

11 Investments - land, buildings, andequipment: basis .. ' _ _ 19,714,258.

Less accumulated depreciation(attach schedule ) See Stuit 11 - .97,137 19, 447, 919. 19, 617, 081. 25,966,825._ _ _ _ _

12 Investments - mortgage loans

13 Investments - other (attach schedule) Statement..12. 25, 233, 431. 25, 068, 410. 31,489,689.14 Land, buildings, and equipment: basis ' 737,046.

Less: accumulated depreciation(attach schedule) See Stmt 13 ► 351, 249. 411, 544. 385, 797. 385,797._

15 Other assets (describe 01, See Statement 14 ) 3 , 630. 3,630. 3,631.16 Total assets (to be compFeted by all flers -

_ _ _ _ _ _ _ _

see the instructions. Also, see page 1, item 1)............... 159, 142, 561. 148, 221, 538. 161,170,038.L 17 Accounts payable and accrued expenses . ................

I 18 Grants payable

B 19 Deferred revenue

IL 20 Loans from officers , directors , trustees , & other disqualified persons - - -

I 21 Mortgages and other notes payable (attach schedule) .................

T 22 Other liabilities (describe' )

ES 23 Total liabilities (add lines 17 through 22) 0. 0.

Foundations that follow SFAS 117, check here ........and complete lines 24 through 26 and tines 30 and 31.

N F 24 Unrestricted ... . ..... ..E UT N 25 Temporarily restricted

D 26 Permanently restricted ..... ........ .

AS B Foundations that do not follow SFAS 117, check here.. - )(

S A and complete lines 27 through 31.

E LT A

27 Capital stock, trust principal, or current funds 48 , 622. 48 , 622.S N 28 Paid-in or capital surplus, or land , bldg., and equipment fund . - - - - - - - .

CO E 29 Retained earnings, accumulated income, endowment, or other funds ........ 159 093 , 939. 148,172 916.R S 30 Total net assets or fund balances (see instructions). - . - -- 159 142, 561. 148, 221, 538 .

31 Total liabilities and net assetslfund balances(see instructions) -- - -- 159,142, 561. 148, 221, 538 .

Part III Analysis of Chanties 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 withend-of-year figure reported on prior year's return ....... 1 159, 142, 561 .

2 Enter amount from Part I, line 27a .... ..................... . . ....... 2 -10,921,023.

3 Other increases not included in line 2 (itemize)------------- -------- -

3

4-- -----

Add lines 1, 2, and 3 . . ........... 4 148, 221, 538 .

5 Decreases not included in line 2 (itemize) - 5

6

________________________ __ _

Total net assets or fund balances at end of year Vine 4 minus line 5) - Part II, column (b), line 30 6 148, 221, 538 .

BAA TEEA11302L 12/10/14 Form 990-PF (2014)

Form 990-PF (2014) STEPHEN & MARY BIRCH FOUNDATION, INC. 22-1713022 Page 3

Part IV Capital Gains and Losses for Tax on Investment Income(a) List and describe the kind(s) of property sold (e. g., real estate,

2-story beck warehouse; or common stock, 200 shales NILC Company)(b) Now acquiredP - PureD - Darm*on

(c) Date acquired(month, day. year)

(d) Date sold(month, day, year)

la PUBLICLY TRADED SECURITIES Pb

C

d

e

(e) Gross sales price (f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus (f) minus (g)

a 3,139. 3,139.b

C

d

e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Column (h)() Fair Market Value

as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of column (i)over column (1), if any

gain minus column (k), but not lessthan -0-) or Losses (from column (h))

a 3,139.b

c

d

e

2 Capital gain net income or (net capital loss).If gain, also enter in Part I, line 7If Coss), enter -0- in Part I, line 7 2 3, 139.

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):

If gain , also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-in Part I, line 8 3 0.

Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? . []Yes J No

If 'Yes,' the foundation does not qualify under section 4940 (e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see the instructions before making any entries

Base period yearsCalendar year (or tax year

beginning in)

Adjusted qualifying distributions Net value ofnonchantable -use assets

Distribution ratio(column (b) divided by column (c))

2013 4,826,653. 161,203,801. 0.0299412012 7,104, 806. 162,658,502. 0 .0436792011 6,329 619 . 178,016 897. 0.0355562010 11,278,852- 192,432,535. 0.0586122009 12,253 423. 192,537,019. 0.063642

2 Total of line 1 , column (d) . .. . .... ...... 2 0.231430

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by thenumber of years the foundation has been in existence if less than 5 years. . _ _ . . . 3 0.046286

4 Enter the net value of noncharitable - use assets for 2014 from Part X, line 5 . - 4 155 , 158 , 824 .

5 Multiply line 4 by line a. . ... ............. 5 7 , 181 , 681.

6 Enter 1 % of net investment income (11% of Part I, line 27b) _ 6

7 Add lines 5 and 6 . .. ........ .... .. 7 7 , 181 , 681.

8 Enter qualifying distributions from Part XII, line 4 ...... .. ... 8 9 , 779 , 235.

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate. See thePart VI instructions.

BAA TEEA0003L 06116/14 Form 990-PF (2014)


Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

1 a Exempt operating foundations described in section 4940(d)(2), dteck here....... and enter 'N/A' on line 1.

Date of ruling or determination letter. (attach copy of letter if necessary - see instrs)

b Domestic foundations that meet the section 4940(e) requirements in Part V, 1 0.

check here. ► Ej and enter 11% of Part I, line 27b ............... .. . .. . . .

c All Aar domestic foundations enter 2% of line 271,. Exempt foreign organizations enter 4% of Part f, line 12, column (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxablefoundations only. Others enter -0-) . . . . .................. ....... 2 .

3 Add lines 1 and 2 _ _ _ . _ . _ _ 3 0.

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).. 4 0.

5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0 . . .... .. . ....... 5 0.

6 Credits/Payments:

a 2014 estimated tax pmts and 2013 overpayment credited to 2014 ................ . . 6 a 60,148.b Exempt foreign organizations - tax withheld at source 6b

c Tax paid with application for extension of time to file (Form 8868) ... . .... 6c

d Backup withholding erroneously withheld ... 6d

7 Total credits and payments. Add lines 6a through 6d..... . .. ... - 7 60 , 148.8 Enter any penalty for underpayment of estimated tax. Check here 11

if Form 2220 is attached . ....... 8

9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ....... . ...... P. 9 0.

10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . .11 10 60,148.

11 Enter the amount of line 10 to be: Credited to 2015 estimated tax .. .... 60 148. Refunded ...... 11 0.

Part VII-A Statements Regarding Activities

1 a During the tax year did the foundation attempt to influence any national or local legislation or did itstate Yes No,, ,participate or intervene in any political campaign? .................. . ..... . . . .. . .. ......... ........ 1 a X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes(see Instructions for the definition)? . .. . .. . ........ ... .... lb X

It the answer is 'Yes' to fa or 1b, attach a detailed description of the achvitres and copies of any materials publishedor distributed by the foundation in connection with the activities.

c Did the foundation file Form 1120-POL for this year'. _ _ . _ . . 1 c Xd Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation b. $ 0 . (2) On foundation managers . W$

e Enter the reimbursement (if any) paid by the foundation unng the year for political expenditure tax ionfoundation managers . I- $ 0.

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? ........

0.

...... . 2 X

If 'Yes,' attach a detailed description of the activities

3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articlesof incorporation, or bylaws, or other similar instruments? If 'Yes,' attach a conformed copy of the changes . . 3 X

4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X

b If 'Yes,' has it filed a tax return on Form 990-7 for this year?. 4b N/A5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? ................ 5 X

If 'Yes,' attach the statement required by General Instruction T.

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

• By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions that conflictwith the state law remain in the governing instrument?.......... . . . ................ 6 X

7 Did the foundation have at least $5,000 in assets at any time during the year? If Yes,' complete Part /1, column (c), and Part XV . . . . . . . ........ 7 X

8 a Enter the states to which the foundation reports or with which it is registered (see instructions) . ....

DE CA

b If the answer is 'Yes' to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General(or designate) of each state as required by General Instruction G? If No,' attach erplanahon . . .. 8b X

9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 4942(1)(5)for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)? If 'Yes,' complete Part XIV 9

10 Did any persons become substantial contributors during the tax year? If 'Yes,' attach a schedule listing their namesand addresses . . ......... .... . . . . 10

BAA Form 990-PF (2014)

TEEA0304L 06116/14

Form 990-PF (2014) STEPHEN & MARY BIRCH FOUNDATION , INC. 22-1713022 Page 5

Part VII-A Statements Regarding Activities (continued)

11 At any time during the year, did the foundation, directly or indirectly, own a controlled entitywithin the meaning of section 512(b)(13)? If 'Yes', attach schedule (see instructions) .......... ... 11 X

12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person hadadvisory privileges? If 'Yes,' attach statement (see instructions) . .. .. . .... . 12 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?... 13 X

Website address .. . ' N/A-----------------------------------------

14 The books are in care of ► ROSE PATEK Telephone no. ' 888 -372- 6303

Located at ► 103 FOULK ROAD, SUITE 200 WILMINGTON DE ZIP + 4 - 19803 _----------- ------------------------ ---------

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here . . _ _ _ N/A

and enter the amount of tax-exempt interest received or accrued during the year - - 1 15 N/A

16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over a Yes No

fi i l t f i t ?h 16 X.. - - . ................nanc accoun in a ore gn coun rybank, securities, or ot er a

See the instructions for exceptions and filing requirements for FinCEN Form 114, (formerly TD F 90-22.1). If 'Yes,'enter the name of the foreign country

Part VII-B Statements Regarding Activities for Which Form 4720 May Be RequiredFile Form 4720 if any item is checked in the 'Yes' column, unless an exception applies. Yes No

1 a During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? .. [] Yes N No

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) adisqualified person? Yes X No

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? - Yes

H(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? _ X Yes NoNo

(5) Transfer any income or assets to a disqualified person (or make any of either availablefor the benefit or use of a disqualified person)? DYes q No.......... ....

(6) Agree to pay money or property to a government official? (Exception . Check 'No' if thei d fter terminationfoundation agreed to make a grant to or to employ the official for a per o a

rvi if t rmin tin within 90 d [] Yes [J Nof )t -ggovernmen se ce, e a ays.o

b It any answer is 'Yes' to la(1)-(6), did any of the acts fail to qualify under the exceptions described inRegulations section 53.4941 (d)-3 or in a current notice regarding disaster assistance (see instructions)?- _ _ _ _ _ _ _ 1 b X

Organizations relying on a current notice regarding disaster assistance check here. ....... ► LI

c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,that were not corrected before the first day of the tax year beginning in 2014? - - 1c X

2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was aprivate operating foundation defined in section 49420)(3) or 49420)(5)):

a At the end of tax year 2014, did the foundation have any undistributed income (lines 6dand 6e, Part XI I I) for tax year(s) beginning before 2014? . ........ - - - - - - []Yes j No

If 'Yes,' list the years ► 20 , 20 , 20 , 20

b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)(relating to incorrect valuation of assets) to the year's undistributed income? Of applying section 4942(a)(2) toall years listed, answer 'No' and attach statement - see instructions-) - _ - - . - - - - 2b N A

c If the provisions of section 4942(a)(2) are being applied to any of the years fisted in 2a, list the years here.

01 20 ,20 ,20 ,20

3 a Did the foundation hold more than a 2% direct or indirect interest in any businesst ti d r?t th N

11Y. ................ . . . .. . -erprise a any me uring e yea esen o

b If 'Yes,' did it have excess business holdings in 2014 as a result of (1) any purchase by the foundationor disqualified persons after May 26, 1969; (Z) the lapse of the 5-year period (or longer period approved

Commissioner under section 4943(c)Q)) to dis ose of holdin uired b ift or be orth s ac uestb gp q y g q ;y e(3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, todetermine if the foundation had excess business holdings in 2014.) 3b N VA

4a Did the foundation invest during the year any amount in a manner that would jeopardize itscharitable purposes? 4a X

b Did the foundation make any investment in a prior year (but after December 31, 1969) that couldjeopardize its charitable purpose that had not been removed from jeopardy before the first day ofthe tax year beginning in 2014? _ _ _ _ _ - -- Alib i X


TEEA11305L 06/17114


Part Vll-B Statements Regarding Activities for Which Form 4720 May Be Required (continued)5a During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945(e))? .. [] Yes N No

(2) Influence the outcome of any specific public election (see section 4955); or to carryon, directly or indirectly , any voter registration drive?..... .... Yes X No

(3) Provide a grant to an individual for travel, study , or other similar purposes? Yes X No

(4) Provide a grant to an organization other than a chartable , etc, organization describedi t ti4945 d 4 A ?t [] Y [X Nons) . ................ . .. ... .. . . ... ..(see ns ruc( )( )( )in sec ion es o

(5) Provide for any purpose other than religious, charitable , scientific , literary, oreducational purposes , or for the prevention of cruelty to children or animals? Yes No

b It any answer is 'Yes' to 5a(1)-(5), did any of the transactions fail to qualify under the exceptionsi5 d t tice regar ing isas er ass anceor in a current not sdescribed in Regulations section 53.494

(see instructions)? ........ . ...... .. .. .......... ...... 5b NVA

Organizations relying on a current notice regarding disaster assistance check here

c If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from thetax because it maintained expenditure responsibility for the grant?. N/A [] Yes [] No

If 'Yes,' attach the statement required by Regulations section 53.4945-5(d).

6a Did the foundation , during the year , receive any funds , directly or indirectly , to pay premiumson a personal benefit contract? ... ...... .. .. Yes No

b Did the foundation , during the year , pay premiums, directly or indirectly , on a personal benefit contract? ....... ...... 6b X

If 'Yes' to 6b , file Form 8870.

7 a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction ? . []Yes No

b If 'Yes ,' did the foundation receive any proceeds or have any net income attributable to the transacti on ? ... .. N/A 7 b

Part Vlll Information About Officers . Directors . Trustees. Foundation Managers , Hiahly Paid Employees,and Contractors

1 1 ict all nfeprc, direr_Inrc fructeoc fnundatinn mananers and their cnrnnensation (see instruetionst

(b)Title, and average (c)Compensation (d)Contributions to (e) Expense account,

(a) Name and address hours per week Of not paid, employee benefit other allowancesdevoted to position enter _n) plans and deterred

compensation

ROSE PATEK------------------------President/Tr 536,550. 0. 0.

103-FOULK ROAD, -SUITE 200 _ _ _ ---------- ----30.00

WILMINGTON, DE 19803

-DEBRA D_D_URKIN_____________ VP/Secretary 366,300. 0. 0.

-103-FOULK ROAD-_, SUITE 200 _ _ _ -------- ----- 30.00WILMINGTON , DE 19803-CHRISTOPHER-PATEK - - - - - - - - - ------------- VP 308,240. 0. 0.

103-FOULK ROAD,-SUITE 200 - - - --10.00

WILMINGTON , DE 19803

------------------------

------------------------

2 Comnensatinn of five highest-maid emnlovees (other than those included on line 1 -see instrudionst H none. enter 'NONE.'

(a) Name and address of each employeepaid more than $50,000

(b)Title, and averagehours per week

devoted to position

(c) Compensation (d)Contributions toemployee benefitplans and deferred

compensation

(e) Expense account,other allowances

None------ ---------------------------------------

------------------------------------------------

------------------------------------------------

------------------------------------------------

------------------------------------------------

Total number of other employees paid over $50,000 . .... ... ... 0

BAA TEEA0396L 06117114 Form 990-PF (2U14)


Part VIII Information About Officers, Directors , Trustees, Foundation Managers, Highly Paid Employees,and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter 'NONE.'

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

BERKOWITZ-LICHTSTEIN ---------------------443 NORTHFIELD AVE

--------------------------WEST ORANGE, NJ 07052 EGAL SERVICES 55,384.

--------------------------------------

-------------------------------------

--------------------------------------------------------------------------

--------------------------------------------------------------------------

--------------------------------------------------------------------------

Total number of others receiving over $50 ,000 for professional services. 0

Part IX-A Summary of Direct Charitable Activities

List the foundation 's four largest direct chartable activities during the to year. Include relevant statistical information such as the number oforganizations and other beneficiaries served, conferences convened, research papers produced, etc.

Expenses

1 N/A------------------------------------------------------------------------------------------------------------

2-----------------------------------------------------

------------------------------------------------------

3------------------------------------------------------

------------------------------------------------------

4

------------------------------------------------------

Part IX-B 1 Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount

-----------------------------------------------------N/A------------------------------------------------------

2-----------------------------------------------------

------------------------------------------------------

All other program-related investments. See instructions.

3------------------------------------------------------------------------------------------------------------

Total. Add lines 1 through 3 . ..... ...... . .. . .. ... 10.1 0.


TEEAa3o7L 06n 7/14


Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc, purposes:a Average monthly fair market value of securities ............ ... 1 a 49,514,834.

b Average of monthly cash balances ................ .. .. .. ... .. .... ......... lb 59,457,247.

c Fair market value of all other assets (see instructions) ............. . ....... 11C 48, 549, 568 .

dTotal (add lines la, b, and c) . .................. .. . . . . . .... ....... 1d 157, 521, 649.

e Reduction claimed for blockage or other factors reported on lines la and lc

(attach detailed explanation) . . 1 e 0.

2 Acquisition indebtedness applicable to line 1 assets .............. . ....... 2 0.

3 Subtract line 2 from line id 3 157, 521, 649.

4 Cash deemed held for charitable activities. Enter 1-112% of line 3(for greater amount, see instructions) .... ......... .. . . .... .... 4 2,362,825.

5 Net value of noncharitable-use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 ..... . 5 155, 158, 824 .

6 Minimum investment return . Enter 5% of line 5 6 7,757,941.

Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundationsand certain foreign organizations check here ► and do not complete this part.)

1 Minimum investment return from Part X, line 6 ......... ..... . . ....... 1 7,757,941.

2a Tax on investment income for 2014 from Part VI, line 5 ............ .. . . 2a

b Income tax for 2014. (This does not include the tax from Part VI.). . . . 2b

c Add lines 2a and 2b 2c

3 Distributable amount before adjustments. Subtract line 2c from line 1 .. . 3 7 757 941.4 Recoveries of amounts treated as qualifying distributions.. 4

5 Add lines 3 and 4 ... . . . . .... ... ....... ....... 5 7, 757, 941.6 Deduction from distributable amount (see instructions) ............ . . ....... 6

7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ......... 7 7,757,941.

Part X11 Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes:a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26. la 9,779,235.b Program-related investments - total from Part IX-B .. ... ..... ....... lb

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes ... 2

3 Amounts set aside for specific charitable projects that satisfy the:a Suitability test (prior IRS approval required) ................ ... . 3a

b Cash distribution test (attach the required schedule) ........ . _ .. 3b

4 Qualifying distributions. Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 _ _ _ _ 4 9,779,235.

5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.Enter 1 % of Part I, line 27b (see instructions) ................ 5

6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 9,779,235.

Note . The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the fouqualifies for the section 4940(e) reduction of tax in those years

ndation


TEEA0308L 06/17114


Part XIII Undistributed Income (see instructions)

(a) (b) (c) (d)Corpus Years prior to 2013 2013 2014

1 Distributable amount for 2014 from Part XI,line 7 .......... 7,757,941.

2 Undistributed income, if any, as of the end of 2014

a Enter amount for 2013 only 0.b Total for prior years. 20 , 20 , 20 0.

3 Excess distributions carryover, if any, to 2014:

a From 2009

bFrom 2010 634, 045.c From 2011 .....

d From 2012

e From 2013 _

f Total of lines 3a through e . . 634, 045.

4 Qualifying distributions for 2014 from Part

XI1, line 4. ' $ 9, 779, 235.a Applied to 2013, but not more than line 2a 0.

b Applied to undistributed income of prior years(Election required - see instructions) 0.

c Treated as distributions out of corpus(Election required - see instructions) _ 0.

d Applied to 2014 distributable amount 7,757,941.e Remaining amount distributed out of corpus 2,021,294.

5 Excess distributions carryover applied to 2014 0. 0.(If an amount appears in column (d1, thesame amount must be shown in column (a).)

6 Enter the net total of each column asindicated below:

a Corpus_ Add lines 3f, 4c, and 4e. Subtract line 5 2,655,339.

b Prior years' undistributed income. Subtractline 4b from line 2b 0.

c Enter the amount of prior years' undistributedincome for which a notice of deficiency hasbeen issued, or on which the section 4942(a)tax has been previously assessed 0.

d Subtract line 6c from line 6b Taxableamount - see instructions 0.

e Undistributed income for 2013. Subtract line 4a fromline 2a Taxable amount - see instructions 0.

f Undistributed income for 2014. Subtract lines4d and 5 from line 1. This amount must bedistributed in 2015 0.

7 Amounts treated as distributions out ofcorpus to satisfy requirements imposed bysection 170(b)(1)(F) or4942(g)(3) (Electionmay be required - see instructions) 0.

8 Excess distributions carryover from 2009 notapplied on line 5 or fine 7 (see instructions) 0 ,

9 Excess distributions carryover to 2015.Subtract lines 7 and 8 from fine 6a 2 , 655,339.

10 Analysis of line 9:

a Excess from 201Q 634 , 045.b Excess from 2011

c Excess from 2012

d Excess from 2013

e Excess from 2014 2,021,294.


TEEA0309L 12/10/14


PartXIV Private Operating Foundations (see instructions and Part VII-A, question 9) N/A

1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the rulingis effective for 2014, enter the date of the rufrng ................ .... . ..

b Check box to indicate whether the foundation is a private operating foundation described in section 49420)(3) or 49420)(5)

2a Enter the lesser of the adjusted net Tax year Prior 3 yearsincome from Part I or the minimuminvestment return from Part X for (a) 2014 (b) 2013 (c) 2012 (d) 2011 (e) Total

each year listed . .

b 85% of line 2a

c Qualifying distributions from Part XII,line 4 for each year listed

d Amounts included in line 2c not used directlyfor active conduct of exempt activities . .

e Qualifying distributions made directlyfor active conduct of exempt activities.Subtract line 2d from line 2c.

3 Complete 3a, b, or c for thealternative test relied upon:

a 'Assets' alternative test - enter:

(1) Value of all assets

(2) Value of assets qualifying undersection 49426)(3)(B)()

b'Endowment' alternative test - enter 2/3 ofminimum investment return shown in Part X,line 6 for each year listed

c 'Support' alternative test - enter.

(1) Total support other than grossinvestment income (interest,dividends, rents, paymentson securities loans (section512(a)(5)), or royalties) .

(2) Support from general public and 5 ormore exempt organizations as providedin section 4942(I)(3)(B)(ui)

(3) Largest amount of support froman exempt organization

(4) Gross investment income

Part XV Supplementary Information (Complete this part only if the foundation had $5 ,000 or more inassets at any time during the year - see instructions.)

1 Information Regarding Foundation Managers:a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before theclose of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

None

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 ofa partnership or other entity) of which the foundation has a 10% or greater interest.

None

2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship, etc, Programs:

Check here IF] if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicitedrequests for funds. If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions,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

See Statement 15b The form in which applications should be submitted and information and materials they should include:

See Statement for Line 2a

c Any submission deadlines:

See Statement for Line 2ad Any restrictions or limitations on awards , such as by geographical areas , charitable fields, kinds of institutions , or other factors.

See Statement for Line 2a

BAA TEEAD310L 06mn4 Form 990-PF (2014)


Part XV Supplementary Information (continued)3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rea lentpIf recipient is an indmdual ,show any relationship to any Foundatio Purpose of grant or

foundation manager or status of contributionAmount

N ib lb b recipientness)ame and address (home or us contri utorsu stantia

a Paid during the year

See Statement 16

3aTotal ►- - - - - - . 8, 406, 023.b Approved for future payment

TotaL. . . . .... ... . ... ► 3 biBAA TEEAO591L 05117/14 Form 990-PF (2014)


Part XVI-A Analysis of Income-Producing Activities

Entei

a

b

c

d

e

f

c_

2

3

4

5

6

7

8

9

10

11

12

Total . Add line 12, columns (b), (d), and (e) .......... . .... . .. .. . . . .......... 13 201,846.

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

gross amounts unless otherwise indicated . Unrelated business income Excluded by section 512, 513, or 514 (e)

rogram service revenue:

(a)Businesscode

(b)Amount

(c)Exelu -Siancode

(d)Amount

Related or exemptfunction income

(See instructions.)

Fees and contracts from government agencies . .

Membership dues and assessments

Interest an savings and temporary cash investments 14 15 , gigs

Dividends and interest from securities 14 134, 841.

Net rental income or Coss) from real estate:

Debt-financed property

Not debt -financed property

Net rental income or (loss ) from personal property

Other investment income

Gain or ( loss) from sales of assets other than inventory .. 3 , 139.

Net income or (loss) from special events

Gross profit or (loss) from sales of inventory

Other revenue.

RENTAL INCOME 161 7 , 500.

ROYALTY INCOME 1 40 , 447.

, (d), and (e) . . .Subtotal. Add columns (b), 198 , 707. 3 ,139.

BAA 1EEA0592L 06117114 Form 990-PF (2014)


Part XVII Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

Yes NoDid the organization directly or indirectly engage in any of the following with any other organizationdescribed in section 501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527,relating to political organizations?

a Transfers from the reporting foundation to a noncharltable exempt organization of

(1) Cash 1 a (1) X

(2) Other assets 1 a (2) X

b Other transactions

(1) Sales of assets to a noncharitable exempt organization 1 b (1) X

(2) Purchases of assets from a noncharitable exempt organization 1 b (2) X

(3) Rental of facilities, equipment, or other assets 1 b (3) X

(4) Reimbursement arrangements 1 b (4) X

(5) Loans or loan guarantees 1 b (5) X

(6) Performance of services or membership or fundraising solicitations 1 b (6) X

C Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 C X

d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should alwa s show the fair market value ofthe goods, other assets, or services given by the reporting foundation If the foundation received less than fair market value inany transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line no (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers , transactions, and sharing arrangements

N/A

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizationsdescribed in section 501(c) of the Code (other than section 501(c)(3 )) or in section 527

11Yes No

b If 'Yes.' comDlete the followina schedule

(a) Name of organization (b) Type of organization (c) Description of relationship

N/A

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,correct, and complete Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge

SignHere

Sig ature of officer or trustee Date

Print/Type preparer's name Pr arer's nature

Paid Winnie Huang, CPA Winn

Preparer Firm's name Winnie K. Huang Accounta

Use Only Firm's address 155 N. Lake Ave Sui tePasadena, CA 91101

BAA

2014 Federal Supplemental Information Page 1

Client SMBF STEPHEN & MARY BIRCH FOUNDATION, INC. 22-1713022

11/16/15 10.42AM

ATTACHMENT TO PART VII-A QUESTION 11------------------------------------------------------------------------A. CONTROLLED ENTITY NAME: U.E. LIMITED LP

ADDRESS: PMB 96-2220 OTAY LAKES ROAD, #502CHULA VISTA, CA 91915-1009

TAX ID#: 33-0207552THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. U.E. LIMITED LP IS AN

INVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE OR BUSINESS BUT A PASSIVEHOLDING OF REAL ESTATE.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

B. CONTROLLED ENTITY NAME: BIRCH REAL ESTATE HOLDINGS LLC (SINGLE MEMBER LLC OWNED

100% BY STEPHEN AND MARY BIRCH FOUNDATION)

TAX ID#: 46-3056885ADDRESS: 75 LIVINGSTON AVENUE, ROSELAND, NJ 07068THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. BIRCH REAL ESTATEHOLDINGS LLC IS AN INVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE OR BUSINESSBUT A PASSIVE HOLDING OF REAL ESTATE.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

C. CONTROLLED ENTITY NAME: LOUISIANA RETREAT CENTER LLC (SINGLE MEMBER LLC OWNED100% BY STEPHEN AND MARY BIRCH FOUNDATION)

TAX ID#: APPLIED FORADDRESS: 103 FOULK ROAD, STE 202, WILMINGTON, DE 19803THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. LOUISANA RETREATCENTER LLC IS AN INVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE ORBUSINESS BUT A PASSIVE HOLDING OF REAL ESTATE.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

D. CONTROLLED ENTITY NAME: NOCOBO LLC (SINGLE MEMBER LLC OWNED100% BY STEPHEN AND MARY BIRCH FOUNDATION)

TAX ID#: APPLIED FORADDRESS: 103 FOULK ROAD, STE 202, WILMINGTON, DE 19803THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. NOCOBO LLC IS ANINVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE OR BUSINESS BUT A PASSIVEHOLDING OF REAL ESTATE.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

E. CONTROLLED ENTITY NAME: PE-OG, LLC (SINGLE MEMBER LLC OWNED100% BY STEPHEN AND MARY BIRCH FOUNDATION)

TAX ID#: APPLIED FORADDRESS: 103 FOULK ROAD, STE 202, WILMINGTON, DE 19803THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. PE-OG LLC IS ANINVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE OR BUSINESS BUT A PASSIVEHOLDING OF INVESTMENT IN OIL AND GAS.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

F. CONTROLLED ENTITY NAME: RANCHO DEL OTAY, LLC (SINGLE MEMBER LLC OWNED100% BY STEPHEN AND MARY BIRCH FOUNDATION)

TAX ID#: APPLIED FORADDRESS: 103 FOULK ROAD, STE 202, WILMINGTON, DE 19803THE CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING. RANCHO DEL OTAY LLCIS AN INVESTMENT ENTITY THAT CONDUCTS NO ACTIVE TRADE OR BUSINESS BUT APASSIVE HOLDING OF REAL ESTATE.100% OF GROSS INCOME ARE FROM PASSIVE SOURCE.

2014 Federal Statements Page 1


11/16/15 10:42AM

Statement 1Form 990-PF, Part 1 , Line 11Other Income

(a) (b) Net (C)Revenue Investment Adjusted

per Books Income Net Income

RENTAL INCOME ....... ......... $ 7,500.ROYALTY INCOME . ... .. . .. ....... ......... 40,447.

Total $ 47,947. $ 0. $ 0.

Statement 2Form 990-PF, Part 1, Line 16aLegal Fees

(a) (b) Net (c) (d)Expenses Investment Adjusted CharitablePer Books Income Net Income Purposes

BECKWORTH.. $ 2,140. $ 2,140.BERKOWITZ LICHTSTEIN KURITSKY ... 155,384_ 139,845. $ 15,538.

Total $ 157,524. $ 141,985. $ 0. $ 15,538.

Statement 3Form 990-PF, Part 1 , Line 16bAccounting Fees

(a) (b) Net (C) (d)Expenses Investment Adjusted Charitableper Books Income Net Income Purposes

WINNIE K HUANG ACCOUNTANCY CORP.. $ 25,716. $ 2,572. $ 23,144.Total $ 25,716. $ 2,572. $ 0. $ 23,144.

Statement 4Form 990-PF, Part 1, Line 16cOther Professional Fees

(a) (b) Net (c) (d)Expenses Investment Adjusted Charitableper Books Income Net Income Purposes

OTHER PROFESSIONAL FEES ... $ 22,763. $ 22,763.Total $ 22,763. $ 22,763. $ 0. $ 0.


Client SMBF STEPHEN & MARY BIRCH FOUNDATION , INC. 22-1713022

11/16/15 10-42AM

Statement 5Form 990-PF, Part I, Line 18Taxes

(a) (b) Net (C) (d)Expenses Investment Adj usted Charitableper Books Income Net Income Purposes

PAYROLL TAX $ 35,537. $ 3,554. $ 31,983.PROPERTY TAXES ... 121,719. 121,719.STATE TAX.. 448.

Total $ 157,704. $ 125,273. $ 0. $ 31,983.

Statement 6Form 990-PF, Part I , Line 19Allocated Depreciation

Date Cost Prior Yr Current Net Invest AdjustedAcquired Basis Depr Method Rate Life Yr Depr Income Net I ncomeSTORAGE BLDG & IMPROVE.7/01/01 348,660 111,384 S/L 0.0256 8,940 0 0

BUILDING IMPROVEMENT7/01/02 76,109 22,357 S/L 0.0256 1,951 0 0

BUILDING IMPROVEMENT3/31/09 10,000 1,227 S/L 0.0256 256 0 0

BUILDING8/19/13 2,755,225 26,533 S/L 0.0256 70,644 0 0

EQUIPMENT8/28/13 73,000 7,300 S/L 0.2 14,600 0 0

Statement 7Form 990-PF, Part I , Line 23Other Expenses


AUTO EXPENSES $ 65. $ 58. $ 7.BANK CHARGE 27. 24. 3.CLEANING.... 1,710. 1,539. 171.DUE AND SUBSCRIPTION. . ... 77. 70. 7.INSURANCE -BUSINESS 5,580. 5,022. 558.INSURANCE -PROPERTY. 33,012. 33,012.INSURANCE-DIRECTORS _ 24,620. 2,462. 22,158.INVESTMENT EXPENSES 145,587. 145,587.LANDSCAPING ... . .... 24,127. 21,714. 2,413.MISCELLANEOUS EXPENSE _ 26,016. 23,415. 2,601.PAYROLL EXPENSE FEES . ... 2,061. 206. 1,855.PNC INVESTMENT ADVISOR FEES 102,173. 102,173.POSTAGE AND DELIVERY ... 1,812. 1,631. 181.REPAIRS & MAINTENANCE ... 711. 704. 7.SECURITY... ... 132,164. 130,842. 1,322.STORAGE .__. _ 173,003. 953. 172,050.SUPPLIES ...... ....... . .. . ....... ... 409. 368. 41.


Client SMBF STEPHEN & MARY BIRCH FOUNDATION , INC. 22-171 3022

11/16/15 10.42AM

Statement 7 (continued)Form 990-PF, Part I, Line 23Other Expenses


TELEPHONE $ 16,221. $ 14,599. $ 1,622.U.E. K-1 Portfolio Deduction 150,134. 150,134.UTILITIES. 61,786. 55,607. 6,179.WASTE DISPOSAL 7,118. 6,406. 712.

Total $ 908,413. $ 696,526. $ 0. $ 211,887.

Statement 8Form 990-PF, Part II, Line 7Other Notes and Loans Receivable

DoubtfulFair Market Accounts

Notes and Loans Reported Separately Book Value Value Allowance

Borrower's Name: MARIAN COMMUNITY 501(C)(3) ORGBorrower's Title: MARIAN COMMUNITY, INCORPORATEDDate of Note: 3/09/2009Maturity Date:Repayment Terms:Interest Rate:Security Provided:Purpose of Loan:Borrower RelationshipConsideration:Consideration FMV:Original Amount:Balance Due:Doubtful Acct. Allow.

Borrower's Name:Borrower's Title:Date of Note:Maturity Date:Repayment Terms:Interest Rate:Security Provided:Purpose of Loan:Borrower Relationship:Consideration:Consideration FMV:Original Amount:Balance Due:Doubtful Acct. Allow.:

DEMAND NOTE3.00%REAL ESTATERETREAT CENTERNONECASH$ 1,882,287.$ 1,145,276.

$ 1,755, 820. $ 1 , 882,287.

U.E. LIMITED LLCU.E. LIMITED LLC1/15/20151/15/2018

36 MONTHS0.00%DEED OF TRUST IN REAL PROPERTYOPERTON

DEED OFTRUST IN REAL ESTATE$ 3,000,000.$ 3,000,000.

3,000,000. 3,000,000.

$ 0.

0.

Total $ 4,755 ,820. $ 4 , 882,287.

Allowance for Doubtful Accounts $ 0.Net Other Notes/Loans Rec. - Book Value $ 4,755,820.


Client SMBF STEPHEN & MARY BIRCH FOUNDATION , INC. 22-1 71 3022

11/16/15 10:42AM

Statement 9Form 990-PF, Part II, Line 1 OaInvestments - U.S. and State Government Obligations

Valuation Book Fair MarketU.S. Government Obligations Method Value Value

USA TREASURY NOTES 0.625% DUE 6/15/2014 Mkt Val $ 0. $ 0.USA TREASURY NOTES 0.250% DUE 9/15/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.375% DUE 11/15/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.25% DUE 1/31/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.25% DUE 2/28/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.250% DUE 3/31/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.250% DUE 4/30/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.250% DUE 6/30/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.250% DUE 10/31/2014 Mkt Val 0. 0.USA TREASURY NOTES 0.25% DUE 1/15/15 Mkt Val 1,600,063. 1,600,000.USA TREASURY NOTES 0.25% DUE 10/15/15 Mkt Val 4,796,297. 4,800,384.USA TREASURY NOTE 0.25% DUE 12/15/15 Mkt Val 2,495,019. 2,500,200.USA TREASURY NOTE 0.25% DUE 2/15/15 Mkt Val 3,000,195. 3,000,570.USA TREASURY NOTE 0.25% DUE 5/15/15 Mkt Val 1,497,832. 1,501,050.USA TREASURY NOTE 0.25% DUE 6/30/15 Mkt Val 2,502,539. 2,503,325.USA TREASURY NOTE 0.25% DUE 7/31/15 Mkt Val 3,996,641. 4,002,800.USA TREASURY NOTE 0.25% DUE 9/15/15 Mkt Val 2,496,016. 2,501,375.USA TREASURY NOTE 0.375% DUE 3/15/15 Mkt Val 2,006,328. 2,001,260.USA TREASURY NOTE 0.375% DUE 4/15/15 Mkt Val 2,103,445. 2,101,638.USA TREASURY NOTE 0.250% DUE 2/29/16 Mkt Val 1,995,938. 1,997,500.USA TREASURY NOTE 0.375% DUE 8/31/15 Mkt Val 1,002,070. 1,001,330.USA TREASURY NOTE 0.375% DUE 1/15/16 Mkt Val 2,002,656. 2,001,260.USA TREASURY NOTE 0.375% DUE 10/31/16 Mkt Val 2,992,852. 2,987,580.USA TREASURY NOTE 0.375% DUE 3/31/16 Mkt Val 1,248,193. 1,249,800.USA TREASURY NOTE 0.375% DUE 6/30/16 Mkt Val 1,601,318. 1,600,496.USA TREASURY NOTE 0.500% DUE 11/15/16 Mkt Val 3,405,445. 3,400,272.USA TREASURY NOTE 0.500% DUE 6/15/16 Mkt Val 2,201,125. 2,201,716.USA TREASURY NOTE 0.625% DUE 8/15/16 Mkt Val 2,904,305. 2,904,756.U.S. TREASURY ACCRUED INTEREST Mkt Val 0. 36,798.US TREASURY NOTE 0.250% DUE 12/31/15 Mkt Val 3,693,594. 3,699,408.US TREASURY NOTE 0.25% DUE 5/31/16 Mkt Val 815,652. 815,495.

Total $ 50,357,523. $ 50,409,013.

Statement 10Form 990-PF, Part II, Line 10bInvestments - Corporate Stocks

Valuation Book Fair MarketCorporate Stocks Method Value Value

485.094 LIBERTY/COLUMBIA SAMLL CAP VAL C Mkt Val $ 16,576. $ 16,095.Total $ 16,576. $ 16,095.



11/16/15 10 42AM

Statement 11Form 990-PF, Part II, Line 11Investments - Land , Buildings, and Equipment

Accum. Book Fair MarketCategory Basis Deprec. Value Value

Buildings $ 2,755,225. $ 97,177. $ 2,658,048. $ 2,755,225.Land 16,959,033. 16,959,033. 23,211,600.

Total $ 19,714,258. $ 97,177. $ 19,617,081. $ 25,966,825.

Statement 12Form 990-PF, Part II, Line 13Investments - Other

Valuation Book Fair MarketMethod Value Value

Other Investments

LUNA LUNA ASSETS FOR EXHIBIT Mkt Val $ 14,178,661. $ 14,178,661.U.E LIMITED LP Mkt Val 5,540,141. 9,812,000.MORGAN STANLEY - ANNUITY Mkt Val 1,000,000. 1,429,884.MORGAN STANLEY - ANNUITY Mkt Val 1,000,000. 1,429,884.MORGAN STANLEY - ANNUITY Mkt Val 1,000,000. 1,429,884.MORGAN STANLEY - ANNUITY Mkt Val 1,000,000. 1,429,884.MORGAN STANLEY - ANNUITY Mkt Val 1,000,000. 1,429,884.PRIMERA LLC Mkt Val 349,608. 349,608.

Total $ 25,068,410. $ 31,489,689.

Statement 13Form 990-PF, Part II, Line 14Land , Buildings , and Equipment

Accum. Book Fair MarketCategory Basis Deprec. Value Value

Auto./Transportation Equip. $ 183,234. $ 183,234. $ 0. $ 0.Furniture and Fixtures 46,043. 0. 46,043. 46,043.Machinery and Equipment 73,000. 21,900. 51,100. 51,100.Buildings 348,660. 120,324. 228,336. 228,336.Improvements 86,109. 25,791. 60,318. 60,318.

Total $ 737,046. $ 351,249. $ 385,797. $ 385,797.

Statement 14Form 990-PF , Part 11, Line 15Other Assets

Fair MarketBook Value Value

UTILTIES DEPOSIT . . .... . . . ......... ...... $ 3,630. $ 3,G31.Total $ 3,630. $ 3,631.

2014 Federal Statements

Client SMBF STEPHEN & MARY BIRCH FOUNDATION, INC.

11/16/15

Statement 15Form 990-PF , Part XV, Line 2a-dApplication Submission Information

Name of Grant Program:Name:Care Of:Street Address:City , State , Zip Code:Telephone:E-Mail Address:Form and Content:

Submission Deadlines:Restrictions on Awards

Statement 16Form 990-PF, Part XV, Line 3aRecipient Paid During the Year

ROSE PATEK, PRESIDENTSTEPHEN AND MARY BIRCH FOUNDATION, INC103 FOULK ROAD, #200WILMINGTON, DE 19803888-372-6303

Page 61

22-17130221

10:42AM

NO SPECIFIC FORM BUT MUST INCLUDE FULL DESCRIPTION OF THEPROJECT, THE PURPOSE AND IMPLEMENTATION. ALSO REQUIRE IRSDETERMINATION LETTER, CURRENT FINANCIALS AND BUDGET.NONENONE

Found-Donee ation Purpose of

Name and Address Relationship Status Grant Amount

AMERICAN JEWISH COMMITTEE NONE PC GENERAL $ 12,500.165 E. 56TH STREET OPEARATINGNEW YORK,, NY 10022 SUPPORT

BLOOMFIELD COLLEGE & NONE PC PROGRAM SUPPORT 10,000.SEMINARY467 FRANKLIN STREETBLOOMFIELD, NJ 07003

CHULA VISTA LIONS CLUB NONE PC SUPPORTING 20,000.P.O. BOX 2304 PROGRAMSCHULA VISTA, CA 91910

CORNELL LAW SCHOOL NONE PC EDUCATIONAL 25,000.341 PINE THREAD PROGRAMSITHACA, NY 14853

DAYTON VOLUNTEER FIRE DEPT NONE PC EQUIPMENT 10,000.106 S. CHURCH STREETDAYTON, TX 77535

DEVINE POLICE DEPARTMENT NONE PC GENERAL 10,000.DEVINE POLICE DEPARTMENT OPERATINGDEVINE, TX 78016 SUPPORT

DEVINE VOLUNTEER FIRE DEPT NONE PC GENERAL 10,000.202 E Herring AVE OPERATINGDEVINE, TX 78016 SUPPORT



11/16/15 10:42AM

Statement 16 (continued)Form 990-PF, Part XV, Line 3aRecipient Paid During the Year



MARIAN COMMUNITIES NONE PC FATHER BASHABORA $ 250,000.154 SUMMER ST PROGRAMMEDWAY, MA 02053

METROPOLITAN OPERA ASSN INC NONE PC GENERAL 20,000.70 LINCOLN CTR PLAZA OPERATINGNEW YORK, NY 10025 SUPPORT

NEW JERSEY PERFORMING ARTS NONE PC GENERAL 5,000.CTR OPERATINGONE CENTER STREET SUPPORTNEWARK, NJ 07102

NEW JERSEY SYMPHONY NONE PC GENERAL 5,000.ORCHESTRA OPERATING2 CENTRAL AVENUE SUPPORTNEWARK, NJ 07102

SAN DIEGO COUNCIL ON NONE PC LITERACY NETWORK 10,000.LITERACY PROGRAM2515 CAMINO DEL RIO SOUTH#111SAN DIEGO, CA 92108

ST ANNE'S MISSION CEMETERY NONE PC GENERAL 5,000.FUND OPERATINGP. 0. BOX 640 SUPPORTDAYTON, TX 77535

ST JOSEPH'S CATHOLIC CHURCH NONE PC GENERAL 25,000.108 S. WASHINGTON STREET OPERATINGDEVINE, TX 78016 SUPPORT

ST PIUS X CATHOLIC CHURCH NONE PC TUITION 20,000.37 EAST EMERSON ASSISTANCECHULA VISTA, CA 91911

BLUE VOLUNTEER FIRE NONE PC EQUIPMENT 5,000.DEPARTMENT4401 CR 309LEXINGTON, TX 78947

GIFTS FOR THE UNBORN NONE PC GENERAL 20,000.11305 ALHAMBRA DR. OPERATINGAUSTIN, TX 78759 SUPPORT

JENNA KAY PATEK SCHOLARSHIP NONE PC GENERAL 5,000.FUND OPERATING191 INDIAN TRAIL SUPPORTSEGUIN, TX 78155

1 2014 Federal Statements Page


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LEXINGTON VOLUNTEER FIRE NONE PC EQUIPMENT $ 5,000.DEPT 616, 7TH STREETLEXINGTON, TX 78947

MISSION OF DIVINE MERCY, NONE PC GENERAL 600,000.INC OPERATING1346 A HUECO SPRING LOOP SUPPORTROADNEW BRAUNFELS, TX 78132

SERVANTS OF CHRIST NONE PC GENERAL 25,000.MINISTRIES OPERATING87 A MAPLE STREET SUPPORTSICTUATI, MA 02066

SOCIETY DEVOTED TO THE NONE PC GENERAL 100,000.SACRED HEART OPERATING9814 SYLVIA AVE, SUPPORTNORTHRIDGE, CA 91324

STANFORD LAW SCHOOL NONE PC STUDENTS AID AND 10,000.559 NATHAN ABBOTT WAY SCHOLARSHIPSTANFORD, CA 94305

VALLEY HOSPITAL FOUNDATION NONE PC GENERAL 25,000.223 NO. VAN DIEN AVE OPERATINGRIDGEWOOD, NJ 07450 SUPPORT

DE PAUL UNIVERSITY NONE PC STUDENT AID AND 3,000.1 E. JACKSON BLVD SCHOLARSHIPCHICAGO, IL 60604

FENWICK HIGH SCHOOL NONE PC STUDENT AID AND 3,000.505 W. WASHINGTON BLVD SCHOLARSHIPOAK PACK, IL 60302

USC LAW SCHOOL NONE PC ACADEMIC 12,000.UNIV. OF SOUTHERN INSTITUTE TAX PP.CALIFORNIALOS ANGELES, CA 90089

USC MEN'S TENNIS NONE PC STUDENT AID & 3,000.UNIV. OF SOUTHERN EQUIPMENTCALIFORNIALOS ANGELES, CA 90089

LEXINGTON POLICE DEPARTMENT NONE PC EQUIPMENT 5,000.LEXINGTONLEXINGTON, TX 78947



Page 9

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BERKELEY EAST BAY HUMANE NONE PC SPECIAL PROJECTS $ 10,000.SOCIETY2700 9TH STREETBERKELEY, CA 94710

BRINNEGAR CHARITABLE NONE PC EDU. SEMINARS & 3,000.FOUNDATION SCHOOLP.O. BOX 863LA HABRA HEIGHTS, CA 90633

JOHN MUIR HEALTH FDN NONE PC SPECIAL PROJECTS 10,000.1400 TREAT BLVD., 3RD FLOORWALNUT CREEK, CA 94597

ST CYRIL & METHODIUS NONE PC General 10,000.CATHOLIC Operating306 S. AVE. F SupportSHINER, TX 77984

WEST VALLEY BOYS & GIRLS NONE PC AFTER SCHOOL 20,000.CLUB PROGRAMP.O. BOX 6576WOODLAND HILLS, CA 91365

ST MARK'S PRESCHOOL NONE PC EQUIPMENT,MATERI 2,000.2323 LAS LOMITAS DRIVE ALS, PROGHACIENDA HEIGHTS, CA 91745

SAN SECONDO D' ASTI NONE PC General 20,000.CATHOLIC CHURCH Operating250 N. TURNER AVE SupportGUASTI, CA 91743

SEARCH DOG FOUNDATION NONE PC THREE (3) SEARCH 20,000.206 N. SIGNAL ST., SUITE R TEAMSOJAI, CA 93023

USC - LEVANTHAL SCHOOL OF NONE PC STUDENT AID & 65,000.ACCOUNTING SCHOLARSHIPUNIVERSITY OF SOUTHERNCALIFORNIALOS ANGELES, CA 90089

FRIENDS OF WYCKOFF PUBLIC NONE PC General 2,500.LIBRARY INC Operating284 BRIARWOOD DR SupportWYCKOFF, NJ 07481

NATIONAL SHRINE OF THE NONE PC General 5,000.INFANT OperatingP.O. BOX 488 SupportPRAGUE, OK 74864



11/16/15 10:42AM

Statement 1 6 (continued)Form 990-PF, Part XV, Line 3aRecipient Paid During the Year



MD ANDERSON CANCER CENTER NONE PC General $ 100,000.1515 HOLCOMBE BLVD . OperatingHOUSTON , TX 77030 Support

FRIENDS OF YOGI , INC. NONE PC MUSEUM 110,000.8 QUARRY ROAD IMPROVEMENTLITTLE FALLS, NJ 07424

CDA - OUR LADY OF ANGELES NONE PC BUILDING FUND 10,000.#2505P.O. BOX 1528SEGUIN , TX 78155

ST JAMES CATHOLIC CHURCH NONE PC General 10,000.510 S CAMP ST OperatingSEGUIN , TX 78155 Support

CHULA VISTA FIREFIGHTERS NONE PC SPECIAL PROJECTS 10,000.FOUNDATION276 FOURTH AVENUECHULA VISTA, CA 91910

CITY OF BERKELEY ANIMAL NONE PC ANIMAL SERVICES 10,000.CARE SERVICES2013 SECOND STBERKELEY , CA 94710

XAVERIAN MISSIONARIES NONE PC MISSION CENTER 50,000.101 SUMMER ST SUPPORTHOLLISTON, MA 01746

OUR LADY OF FATIMA SHRINE NONE PC General 30,000.101 SUMMER STREET OperatingHOLLISTON, MA 01746 Support

TEXAS ADAPTIVE AQUATICS NONE PC General 10,000.ASSN OperatingPO BOX 41301 SupportHOUSTON , TX 77241

BROOKSIDE HILLSIDE MUSIC & NONE PC General 10,000.ARTS ASSOC Operating100 BROOKSIDE AVE % BHMAA SupportALLENDALE , NJ 07401

NOCONA RURAL VOLUNTEER FIRE NONE PC Gen Operation & 10,000.DEPARTMENT EquipmentP0 BOX 76255NOCONA, TX 76255


I Client SMBF STEPHEN & MARY BIRCH FOUNDATION, INC. 22-1713022

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Statement 1 6 (continued)Form 990-PF , Part XV, Line 3aRecipient Paid During the Year



LEXINGTON EMS NONE PC General $ 5,000.729 AVENUE A UNIT 3 OperatingLEXINGTON, TX 78947 Support

ST JOHN LUTH DAY CARE NONE PC OPERATING 15,000.606 South Center Street SUPPORT PROGRAMMarion, TX 78124

FOCUS WORLDWIDE NETWORK NONE PC General Support 80,000.229 N. VERMONT ST.COVINGTON, LA 70433

PARLANCE CHAMBER CONCERTS NONE PC OPERATING 12,500.INC SUPPORT PROGRAM138 Phelps Rd.Ridgewood, NJ 07450

FIRST RESORT NONE PC OPERATING 10,000.1933 DAVIS ST. SUITE 200-B SUPPORT PROGRAMSAN LEANDRO, CA 94577

MARY MOTHER RECONCILER NONE PC GENERAL SUPPORT 125,000.FOUNDATION52 Berlin Rd Ste 3000Cherry Hill, NJ 08034

BROWN COUNTY SHERIFF'S NONE PC General Support 10,000.OFFICE1050 WEST COMMERCEBROWNWOOD, TX 76801

MUSK OX DEV CAP NONE PC General Support 5,000.12850 East Archie RoadPalmer, AK 99645

CDA - TEXAS STATE COURT NONE PC PROGRAM SUPPORT 10,000.1801 BILLY CASPEREL PASO, TX 79936

KICKSTART NONE PC General Support 200,000.3800 N. SHEPHERD ST #3800HOUSTON, TX 77018

ANSONIA MUSIC OUTREACH NONE PC GENERAL SUPPORT 20,000.ORGANIZATION330 Wadsworth Avenue, 2GNew York, NY 10040

BATTERED WOMEN'S FOUNDATION NONE PC GENERAL SUPPORT 10,000.P0 Box 54888Hurst, TX 76054



11/16/15 10




FAMILY AIDS CATHOLIC NONE PC CHILDREN SERVICE $ 10,000.EDUCATION SUPPORT3014 Lakeshore AvenueOakland, CA 94610

SPIRIT HORSE THERAPEUTIC NONE PC GENERAL 10,500.RIDING OPERATING1960 POST OAK DR SUPPORTCORINTH, TX 76210

THE VOLUNTEER LEAGUE OF SAN NONE PC General Support 10,000.FERNANDO VAL14603 HAMLIN STVAN NUYS, CA 91411

WEST BERGEN CTR FOR NONE PC General Support 2,500.CHILDREN120 CHESTNUT STREETRIDGEWOOD, NJ 07450

CHRISTIAN HEALTH CARE NONE PC General Support 12,500.CENTER301 SICOMAC AVENUEWYCKOFF, NJ 07481

CIRCLE IN THE SQUARE NONE PC General Support 100,000.THEATRES1633 BROADWAYNEW YORK, NY 10019

EQUESTRIAN ORDER OF THE NONE PC General Support 25,000.HOLY SEPULCHRE1700 SAN JACINTO STREETHOUSTON, TX 77002

CAN DO CANINES NONE PC General Support 25,000.9440 SCIENCE CENTER DRIVENEW HOPE, MN 55428

KLASS KIDS FOUNDATION NONE PC General Support 25,000.POLICY CENTERPO BOX 925SAUSALITO, CA 94966

ALL MOSTA RANCH MONTANA NONE PC General Support 20,000.PO BOX 937MARION, MT 59925

ST SCHOLASTICA PRIORY NONE PC General Support 100,000.271 NORTH MAIN ST, BOX 606PETERSHAM, MA 01366



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ST JOSEPH ABBEY NONE PC General Support $ 25,000.75376 RIVER RDCOVINGTON, LA 70435

BOWIE RURAL VOL FIRE DEPT NONE PC General Support 10,000.2557 STATE HWY 59 SBOWIE, TX 76230

AMERICAN CANCER SOCIETY - NONE PC FOR GALA 5,000.CA DIV101 YGNACIO VALLEY RD #110WALNUT CREEK, CA 94596

FAITH NETWORK OF THE EAST NONE PC General Support 10,000.BAY2633 TELEGRAPH AVE #409OAKLAND, CA 94612

ST JAMES CATHOLIC SCHOOL NONE PC General Support 20,000.507 S CAMP STREETSEGUIN, TX 78155

FRIEND OF SMHS-VISUAL AND NONE PC General Support 5,000.PERFORMING ART1735 RAMIRO ROADSAN MARINO, CA 91108

ST JOHN VIANNEY CATHOLIC NONE PC General Support 2,000.CHURCH625 NOTTINGHAM OAKS TRAILHOUSTON, TX 77079

MARY'S HOUSE NONE PC RETREAT CENTER 100,000.50352 ANTIOCH ROADTICKFAW, LA 70466

CHILDREN'S TUMOR FOUNDATION NONE PC GENERAL SUPPORT 10,000.95 PINE STREET, 16TH FLOORNEW YORK, NY 10005

SALESIAN SISTERS NONE PC GENERAL 10,000.6019 BUENA VISTA STREET OPERATINGSAN ANTONIO, TX 78237 SUPPORT

CATHOLIC DAUGHTERS OF THE NONE PC GENERAL SUPPORT 10,000.AMERICAS10 WEST 71ST STREETNEW YORK, NY 10023

MY FATHER'S HOUSE NONE PC GENERAL 100,000.2560 HUNGTINTON DRIVE OPERATINGMOODUS, CT 06469 SUPPORT



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SAN MARINO HIGH SCHOOL NONE PC TUITION $ 11,000.2701 HUNTINGTON DR ASSISTANCESAN MARINO, CA 91108

ABILITY FIRST PASADENA NONE PC Program Support 2,000.1300 E GREEN STREETPASADENA, CA 91106

ACHIEVE FDN NONE PC After School 12,500.7314 RAYTOWN ROAD, SUITE B ProgramRAYTOWN, MO 64133

CANCER INSTITUTE OF NEW NONE PC CANCER RESEARCH 100,000.JERSEY100 ALBANY STREETNEW BRUNSWICK, NJ 08901

CITY OF HOLLISTON FIRE DEPT NONE PC GENERAL 10,000.59 CENTRAL STREET OPERATION ANDHOLLISTON, MA 01746 EQUIPMENT

CITY OF HOLLISTON POLICE NONE PC GENERAL 10,000.DEPT OPERATION AND550 WASHINGTON STREET EQUIPMENTHOLLISTON, MA 01746

HOLY SPIRIT CATHOLIC CHURCH NONE PC GENERAL SUPPORT 10,000.PO BOX 247JAMESTOWN, KY 42629

JAMESTOWN POLICE DEPARTMENT NONE PC GENERAL SUPPORT 5,000.112 NORTH MAIN STREETJAMESTOWN, KY 42629

JAMESTOWN VOLUNTEER FIRE NONE PC GEN OPERATION 5,000.DEPT AND EQUIPMENT50 BALLARD STREETJAMESTOWN, KY 42629

KODY SNODGRASS MEMORIAL FDN NONE PC FAMILY SUPPORT 5,000.11565 E GULF TO LAKE HWYINVERNESS, FL 34450

RUSSELL COUNTY EMS NONE PC GENERAL 2,500.108 FERCO WAY OPERATION ANDJAMESTOWN, KY 42629 EQUIPMENT

RUSSELL COUNTY SHERIFF DEPT NONE PC GENERAL 5,000.PO BOX 78 OPERATINGJAMESTOWN, KY 42629 SUPPORT

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Statement 16 (continued)Form 990-PF , Part XV, Line 3aRecipient Paid During the Year



SOUTH RUSSELL VOLUNTEER NONE PC GEN OPERATION $ 5,000.FIRE DEPT AND EQUIPMENTRUSSELL VOLUNTEER FIREJAMESTOWN, KY 42629

ST MARGARET MARY CHURCH NONE PC GENERAL SUPPORT 20,000.1219 EXCELSIOR AVENUEOAKLAND, CA 94610

TISCH MS RESEARCH CENTER NONE PC MEDICAL RESEARCH 20,000.521 WEST 57TH STREET 4THFLOORNEW YORK, NY 10019

7 STAR THERAPEUTIC RIDING NONE PC GENERAL 3,500.CENTER OPERATINGPO BOX 50655 SUPPORTAMARILLO, TX 79159

ALLEY'S HOUSE NONE PC GENERAL 15,000.4113 JUNIUS ST OPERATINGDALLAS, TX 75246 SUPPORT

ALLIANCE DEFENDING FREEDOM NONE PC GENERAL 10,000.15100 N. 90TH ST. OPERATINGSCOTTSDALE, AZ 85260 SUPPORT

AUSTIN YMBL SUNSHINE CAMP NONE PC GENERAL 10,000.1900 W. ANDERSON LN STE OPERATINGC-200 SUPPORTAUSTIN, TX 78716

BETHANY HOUSE ABUSE SHELTER NONE PC GENERAL 10,000.PO BOX 864 OPERATINGSOMERSET, KY 42502 SUPPORT

BILLY GRAHAM EVANGELISTIC NONE PC GENERAL 50,000.ASSOCIATION OPERATING1 BILLY GRAHAM PKWY SUPPORTCHARLOTTE, NC 28201

BLUEBONNET YOUTH RANCH NONE PC GENERAL 10,000.PO BOX 90 OPERATINGYOAKUM, TX 77995 SUPPORT

BOYS AND GIRLS COUNTRY OF NONE PC GENERAL 15,000.HOUSTON OPERATING18806 ROBERTS RD SUPPORTHOCKLEY, TX 77447



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BRIGHTER DAYS HORSE REFUGE NONE PC GENERAL $ 5,000.682 KRAUSE RD OPERATINGPIPE CREEK, TX 78063 SUPPORT

BRIGHTER TOMORROWS NONE PC GENERAL 10,000.PO BOX 532151 OPERATINGGRAND PRAIRIE, TX 75053 SUPPORT

BULVERDE SENIOR CENTER NONE PC GENERAL 10,000.30280 COUGAR BEND PO BOX OPERATING353 SUPPORTBULVERDE, TX 78163

BUNDLES OF LOVE NONE PC GENERAL 10,000.PO BOX 240301 OPERATINGAPPLE VALLEY, MN 55124 SUPPORT

CAMP CORRAL NONE PC GENERAL 10,000.5151 GLENWOOD AVE OPERATINGRALEIGHT, NC 27612 SUPPORT

CAMPBELL UNIVERSITY NONE PC GENERAL 5,000.143 MAIN ST OPERATINGBUIES CREEK, NC 27506 SUPPORT

CAREERS THROUGH CULINARY NONE PC GENERAL 10,000.ARTS OPERATING505 EIGHTH AVE SUITE 1400 SUPPORTNEW YORK, NY 10018

ALDERSGATE UNITED METHODIST NONE PC GENERAL 5,000.CHURCH OPERATING235 PARK ST SUPPORTNORTH READING, MA 01864

ANDREWS CENTER NONE PC GENERAL 20,000.123 WHITTINGTON RD OPERATINGROCHESTER, NY 14609 SUPPORT

ARTHRITIS FOUNDATION NONE PC GENERAL 10,000.115 NE 100TH ST SUITE 350 OPERATINGSEATTLE, WA 98125 SUPPORT

CARMELITE SISTERS NONE PC GENERAL 2,500.FOUNDATION OPERATING1219 EXCELSIOR AVE SUPPORTOAKLAND, CA 94610

FAITH ASSEMBLY OF GOD NONE PC GENERAL 2,500.4301 CASPER MOUNTAIN RD OPERATINGCASPER, WY 82601 SUPPORT


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CATHOLIC CHARITIES NONE PC GENERAL $ 26,108.1531 JAMES M. WOOD BLVD OPERATINGLOS ANGELES, CA 90015 SUPPORT

CENTER FOR MUSIC BY PEOPLE NONE PC GENERAL 15,000.WITH DISA. OPERATING415 W CENTRAL AVE SUPPORTMISSOULA, MT 59801

CHASES PLACE NONE PC GENERAL 10,000.320 CUSTER RD OPERATINGRICHARDSON, TX 75080 SUPPORT

CHILDREN'S CRANIOFACIAL NONE PC GENERAL 10,000.ASSOCIATION OPERATING13140 COIT RD STE 517 SUPPORTDALLAS, TX 75240

CHRISTIAN APPALACHIAN NONE PC GENERAL 12,000.PROJECT OPERATING2610 PALUMBO DR SUPPORTLEXINGTON, KY 40509

CHRISTMAS SPIRIT FOUNDATION NONE PC GENERAL 10,000.201 E MAIN ST STE 1405 OPERATINGLEXINGTON, KY 40507 SUPPORT

CHRISTUS HEALTH FDN OF NONE PC GENERAL 100,000.SOUTHEAST TX OPERATING2830 CALDER ST SUPPORTBEAUMONT, TX 77702

CINCINNATI MUSEUM NONE PC GENERAL 5,000.ASSOCIATION OPERATING953 EDEN PARK DR SUPPORTCINCINNATI, OH 45202

COALITION FOR ANIMAL RESCUE NONE PC GENERAL 5,000_PO BOX 2203 OPERATINGHILLSBORO, MO 63050 SUPPORT

COMMUNITY HOME REPAIR NONE PC GENERAL 10,000.PROJECTS OPERATINGPO BOX 26215 SUPPORTTUCSON, AZ 85726

COOMMUNITY MEALS INC NONE PC GENERAL 2,500.105 COTTAGE PL OPERATINGRIDGEWOOD, NJ 07450 SUPPORT


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CORNERSTONE CROSSROADS NONE PC GENERAL $ 20,000.ACADEMY OPERATINGPO BOX 151062 SUPPORTDALLAS, TX 75315

CZECH EDUCATIONAL NONE PC GENERAL 10,000.FOUNDATION OF TEXAS OPERATINGPO BOX 4136 SUPPORTSARGENT, TX 77404

DALLAS FURNITURE BANK NONE PC GENERAL 10,000.PO BOX 815788 OPERATINGDALLAS, TX 75381 SUPPORT

DISMAS MINISTRY NONE PC GENERAL 10,000.PO BOX 070363 OPERATINGMILWAUKEE, WI 53207 SUPPORT

ELEARNING FOR KIDS NONE PC GENERAL 5,000.720 DAWNRIDGE RD OPERATINGPRINCETON, WV 24739 SUPPORT

ESOPUS FOUNDATION LTD NONE PC GENERAL 25,000.41 SCHERMERHORN ST OPERATINGBROOKLYN , NY 11201 SUPPORT

FAITH VICTORY CHRISTIAN NONE PC GENERAL 2,500.CENTER OPERATING431 VANIER DR SUPPORTNEWARK, DE 19711

FRESH START SURGICAL GIFTS NONE PC GENERAL 10,000.2011 PALOMAR AIRPORT RD OPERATINGSUITE 206 SUPPORTCARLSBAD, CA 92011

FISHERMANS MARK NONE PC GENERAL 10,000.89 NORTH MAIN ST OPERATINGLAMBERTVILLE, NJ 08530 SUPPORT

FRIENDS OF WOLF CREEK NATL NONE PC GENERAL 1,000.FISH HATCHERY OPERATINGPO BOX 356 SUPPORTJAMESTOWN, KY 42629

GREGORIAN UNIVERSITY NONE PC GENERAL 10,000.FOUNDATION OPERATING106 W 56TH ST SUPPORTNEW YORK, NY 10019



11/16/15 10.42AM




GUIDE DOGS OF THE DESERT NONE PC GENERAL $ 5,000.PO BOX 1692 OPERATINGPALM SPRINGS, CA 92263 SUPPORT

HANDS EXTENDED LOVING NONE PC GENERAL 5,000.PEOPLE OPERATINGPO BOX 97 SUPPORTLUDINGTON, MI 49431

HARC NONE PC GENERAL 5,000.3701 BRIARPARK DR SUITE 310 OPERATINGHOUSTON, TX 77042 SUPPORT

HEARTS & HOOVES NONE PC GENERAL 10,000.2308 KELLOGG ACRES RD OPERATINGSHERWOOD, AR 72120 SUPPORT

HEROBOX NONE PC GENERAL 10,000.PO BOX 1096 OPERATINGTYRONE, GA 30290 SUPPORT

HEROES FOR CHILDREN NONE PC GENERAL 20,000.1701 N COLLINS STE 240 OPERATINGRICHARDSON, TX 75080 SUPPORT

HISTORICAL SOCIETY NONE PC GENERAL 10,000.505 MARKET ST OPERATINGWILMINGTON, DE 19801 SUPPORT

HOWARD J WESTON COMMUNITY & NONE PC GENERAL 7,000.SENIOR CTR OPERATING1 BASSETT AVE SUPPORTNEW CASTLE, DE 19720

IMAGINE SCIENCE FILMS NONE PC GENERAL 10,000.18 BRIDGE ST, SUITE 3J OPERATINGBROOKLYN, NY 11201 SUPPORT

INSTITUTE OF CHRIST THE NONE PC GENERAL 2,500.KING OPERATING6415 SOUTH WOODLANW AVE SUPPORTCHICAGO, IL 60637

INTERMOUNTAIN THERAPY NONE PC GENERAL 10,000.ANIMALS OPERATINGPO BOX 17201 SUPPORTSALT LAKE CITY, UT 84117

INTERNATIONAL ASSOCIATION NONE PC GENERAL 1,500.OF LIONS CLUBS OPERATING1262 CR 323 SUPPORTLEXINGTON, TX 78947



11/16/15 10:42AM




INTREPID FALLEN HEROES FUND NONE PC GENERAL $ 1,000,000.1 INTREPID SQUARE OPERATINGNEW YORK, NY 10036 SUPPORT

SEGUIN CHRISTIAN ACADEMY NONE PC GENERAL 300,000.1456 E KINGSBURY STREET OPERATINGSEGUIN, TX 78155 SUPPORT

JOHN PAUL THE GREAT NONE PC GENERAL 150,000.CATHOLIC UNIVERSITY OPERATING220 W GRAND AVE SUPPORTESCONDIDO, CA 92025

KETTLE MORAINE LUTHERAN HS NONE PC GENERAL 10,000.3399 DIVISION RD OPERATINGJACKSON, WI 53037 SUPPORT

KOSAIR CHARITIES NONE PC GENERAL 7,500.PO BOX 37370 OPERATINGLOUISVILLE, KY 40233 SUPPORT

KENTUCKY EQUINE HUMANE NONE PC GENERAL 15,000.CENTER OPERATINGPO BOX 910124 SUPPORTLEXINGTON, KY 40591

KENTUCKY SCHOOL FOR THE NONE PC GENERAL 20,000.DEAF CHARITY OPERATINGPO BOX 27 303 SOUTH SECOND SUPPORTSTDANVILLE, KY 40423

LITTLE BROTHERS NONE PC GENERAL 10,000.355 N. ASHLAND AVE OPERATINGCHICAGO, IL 60607 SUPPORT

LITTLE KIDS ROCK NONE PC MUSIC PROGRAM 10,000.271 GROVE AVE, BLDG E2VERONA, NJ 07044

LOUISVILLE ZOO FOUNDATION NONE PC GENERAL 200,000.PO BOX 37250 OPERATINGLOUISVILLE, KY 40233 SUPPORT

LYRIC PERFORMING ARTS NONE PC GENERAL 25,000.COMPANY OPERATINGPO BOX 1886 SUPPORTBROWNWOOD, TX 76804

MARION HIGH SCHOOL NONE PC GENERAL 2,500.506 BULLDOG DR OPERATINGMARION, TX 78124 SUPPORT

^ 2014 Federal Statements Page 211


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MERCY CENTER FOUNDATION NONE PC GENERAL $ 35,000.USA, INC . OPERATING2700 PARKWAY SUPPORTROSEBURG , OR 97471

MERCY HEALTH FOUNDATION NONE PC GENERAL 200,000.JOPLIN OPERATING100 MERCY WAY SUPPORTJOPLIN, MO 64804

MILITARY VETERANS RESOURCE NONE PC GENERAL 10,000.C ENTER OPERATING1395 E DUBLIN GRANVILLE RD SUPPORTSTE 350COLUMBUS, OH 43229

MIRACLES IN MOTION NONE PC GENERAL 2,500.118 WYMAN RD OPERATINGKEENE, NH 03431 SUPPORT

MISSIONARIES OF THE HOLY NONE PC GENERAL 25,000.FAMILY OPERATING3014 OREGON AVENUE SUPPORTSAINT LOUIS , MO 63118

MONTAGUE COUNTY SHERIFF NONE PC GENERAL 10,000.DEPT OPERATINGPO BOX 127 SUPPORTMONTAGUE , TX 76251

MOTHER MCAULEY LIBERAL ARTS NONE PC GENERAL 50,000.HIGH SCHOOL OPERATING3737 W 99TH ST SUPPORTCHICAGO, IL 60655

MUDDY POND VOLUNTEER FIRE NONE PC GENERAL 10,000.DEPARTMENT OPERATING3234 MUDDY POND RD SUPPORTMONTEREY , TN 38574

MUSICA SACRA NONE PC MUSIC PROGRAM 17,625.PO BOX 974NEW YORK, NY 10021

NASHVILLE COMMUNITY MUSIC NONE PC GENERAL 5,000.SCHOOL OPERATINGPO BOX 121348 SUPPORTNASHVILLE , TN 37212

NATIONAL AMBUCS INC NONE PC GENERAL 10,000.1900 27TH AVE OPERATINGSOUTH BIRMINGHAM , AL 35209 SUPPORT


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NATIONAL CATHOLIC COUNCIL NONE PC GENERAL $ 5,000.1601 JOSLYN RD OPERATINGLAKE ORION, MI 48360 SUPPORT

NATIONAL CHILDREN'S CANCER NONE PC GENERAL 10,000.SOCIETY OPERATING500 NORTH BROADWAY SUITE SUPPORT1850ST LOUIS, MO 63102

NATIONAL WHEELCHAIR NONE PC GENERAL 50,000.BASKETBALL ASSOC. OPERATING1130 ELKTON DR STE C SUPPORTCOLORADO SPRINGS, CO 80907

NEADS NONE PC GENERAL 5,000.PO BOX 13 OPERATINGWEST BOYNTON, MA 01583 SUPPORT

NEW DAY FOUNDATION FOR NONE PC GENERAL 6,500.FAMILIES OPERATINGPO BOX 81252 SUPPORTROCHESTER, MI 48308

NEWBORNS IN NEED NONE PC GENERAL 5,000.3323 TRANSOU RD OPERATINGPFAFFTOWN, NC 27040 SUPPORT

NOAH'S ARK CHILDREN CARE NONE PC GENERAL 50,000.HOMES OPERATING712 LG GRIFFIN RD SUPPORTLOCUST GROVE, GA 30248

NOAH'S ARK REHABILITATION NONE PC GENERAL 50,000.CENTER, INC. OPERATING712 LG GRIFFIN RD SUPPORTLOCUST GROVE, GA 30248

NORTHEAST IOWA SCHOOL OF NONE PC GENERAL 1,200.MUSIC OPERATING2728 ASBURY RD SUITE 200 SUPPORTDUBUQUE, IA 52001

OLD FRIENDS INC. NONE PC GENERAL 15,000.1841 PAYNES DEPOT RD OPERATINGGEORGETOWN, KY 40324 SUPPORT

ONE WAY FARM OF FAIRFIELD NONE PC GENERAL 5,000.INC. OPERATING6131 E RIVER RD SUPPORTFAIRFIELD, OH 45014

2014 Federal Statements Page

Client SMBF STEPHEN & MARY BIRCH FOUNDATION, INC. 22-171?

11/16/15 10:

Statement 16 (continued)Forth 990-PF, Part XV, Line 3aRecipient Paid During the Year



OPERATION UNDERGROUND NONE PC GENERAL $ 5,000.RAILROAD OPERATING700 NORTH VALLEY ST STE B SUPPORTANAHEIM, CA 92801

PALMER DRUG ABUSE PROGRAM NONE PC GENERAL 15,000.840 GESSNER, SUITE 1300 OPERATINGHOUSTON, TX 77024 SUPPORT

PARTNERS FOR HEALTH, INC NONE PC GENERAL 5,000.1 BAY AVE OPERATINGMONTCLAIR, NJ 07042 SUPPORT

PEDIPLACE NONE PC GENERAL 10,000.502 S OLD ORCHARD LN #126 OPERATINGLEWISVILLE, TX 75067 SUPPORT

POSTIVE ACTION COMMUNITY NONE PC GENERAL 5,000.THEATRE OPERATING2061 VILLAGE PARK WAY #227 SUPPORTENCINITAS, CA 92024

PREGNANCY CARE NONE PC GENERAL 5,000.195 E. TALLMADGE AVE OPERATINGAKRON, OH 44310 SUPPORT

PRIESTS FOR LIFE NONE PC GENERAL 5,000.20 E BBITTS ST OPERATINGSTATEN ISLAND, NY 10306 SUPPORT

PROJECT DIGNITY NONE PC GENERAL 10,000.12020 CHAPMAN AVE PMB 257 OPERATINGGARDEN GROVE, CA 92840 SUPPORT

RAMAPO COLLEGE FOUNDATION NONE PC GENERAL 100,000.505 RAMAPO VALLEY RD OPERATINGMAHWAH, NJ 07430 SUPPORT

RECOVERY INN NONE PC GENERAL 10,000.8620 BALTIMORE DR OPERATINGDALLAS, TX 75225 SUPPORT

RIDE TO WALK NONE PC GENERAL 5,000.720 SUNRISE AVE STE D110 OPERATINGROSEVILLE, CA 95661 SUPPORT

RISE UP NONE PC GENERAL 8,210.PO BOX 4426 OPERATINGJOHNSON CITY, TN 37602 SUPPORT


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ROUND TOP FESTIVAL NONE PC GENERAL $ 25,000.PO BOX 89 STATE HYW 237 @ OPERATINGJASTER RD SUPPORTROUND TOP, TX 78954

SACRED HEART CATHOLIC NONE PC GENERAL 10,000.SCHOOL OPERATING313 TEXANA ST SUPPORTHALLETSVILLE, TX 77964

SALVUS CENTER NONE PC GENERAL 10,000.PO BOX 8046 556 HARTSVILLE OPERATINGPIKE SUPPORTGALLATIN, TN 37066

THE SAN DIEGO FOUNDATION NONE PC GENERAL 50,000.2508 HISTORIC DECATUR RD OPERATINGSTE 200 SUPPORTSAN DIEGO, CA 92106

SAN DIEGO STATE UNIVERSITY NONE PC GENERAL 100,000.FOUNDATION OPERATING5250 CAMPANILE DR SUPPORTSAN DIEGO, CA 92182

SANTA TERESITA SCHOOL NONE PC GENERAL 15,000.2646 ZONAL AVE OPERATINGLOS ANGELES, CA 90033 SUPPORT

SCIENCE MUSEUM EXHIBIT NONE PC MUSEUM SUPPORT 20,000.COLLABORATIVE1 SCIENCE PARKBOSTON, MA 02114

SEGUIN HIGH SCHOOL BAND NONE PC SCHOOL PROGRAM 5,000.BOOSTERSPO BOX 1514SEGUIN, TX 78156

SEW MUCH COMFORT NONE PC GENERAL 10,000.13805 FRONTIER LANE OPERATINGBURNSVILLE, MN 55337 SUPPORT

SHEPHERDS HILL ACADEMY NONE PC GENERAL 36,380.2200 PRICE RD OPERATINGMARTIN, GA 30557 SUPPORT

SHERIFFS ASSOCIATION OF NONE PC GENERAL 5,000.TEXAS OPERATING1601 SOUTH IH-35 SUPPORTAUSTIN, TX 78741


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SNOHOMISH SOCIETY OF ST NONE PC GENERAL $ 5,000.VINCENT DE PAUL OPERATINGPO BOX 2269 SUPPORTEVERETT, WA 98213

SOUTHEASTERN GUIDE DOGS, NONE PC GENERAL 10,000.INC. OPERATION4210 77TH ST EAST SUPPORTPALMETTO, FL 34221

SOUTHERN OHIO MEDICAL NONE PC GENERAL 75,000.CENTER OPERATING1805 27TH ST SUPPORTPORSTMOUTH, OH 45662

SOUTHWESTERN DIABETIC NONE PC GENERAL 10,000.FOUNDATION OPERATINGPO BOX 918 SUPPORTGAINESVILLE, TX 76241

ST CHRISTOPHERS INN NONE PC GENERAL 25,000.21 FRANCISCAN WAY BOX 150 OPERATINGGARRISON, NY 10524 SUPPORT

ST GALL CHURCH NONE PC GENERAL 25,000.5511 S SAWYER OPERATINGCHICAGO, IL 60629 SUPPORT

ST JOSEPH THE WORKER CHURCH NONE PC GENERAL 10,000.423 W 7TH ST OPERATINGMANKATO, MN 56001 SUPPORT

ST MARY'S CATHOLIC SCHOOL NONE PC GENERAL 5,000.520 WASHBURN ST OPERATINGTAYLOR, TX 76574 SUPPORT

ST MARYS HOSPITAL NONE PUB GENERAL 25,000.2635 N 7TH ST OPERATINGGRAND JUNCTION, CO 81501 SUPPORT

ST MARY OF THE ASSUMPTION NONE PC GENERAL 5,000.CHURCH OPERATING520 WASHBURN ST SUPPORTTAYLOR, TX 76574

STAGE RIGHT NONE PC GENERAL 15,000.105 WEST FOURTH ST OPERATINGGREENSBURG, PA 15601 SUPPORT


Client SMBF STEPHEN & MARY BIRCH FOUNDATION , INC.

Page 26

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STARLIGHT CENTER CHULA NONE PC GENERAL $ 20,000.VISTA OPERATING3030 MARKET ST SUPPORTSAN DIEGO, CA 92102

SUBIACO ABBEY NONE PC GENERAL 20,000.405 N SUBIACO AVE OPERATINGSUBIACO, AR 72865 SUPPORT

SUMMIT SPEECH SCHOOL NONE PC GENERAL 10,000.705 CENTRAL AVE OPERATINGNEW PROVIDENCE, NJ 07974 SUPPORT

TAKE ME HOME PET RESCUE NONE PC GENERAL 5,000.508 W LOOKOUT DR 14-40 OPERATINGRICHARDSON, TX 75080 SUPPORT

TEXAS HUMANE HEROES NONE PC GENERAL 5,000.10930 E. CRYSTAL FALLS PKWY OPERATINGLEANDER, TX 78641 SUPPORT

THE 100 CLUB NONE PC GENERAL 25,000.5555 SAN FELIPE STE 1750 OPERATINGHOUSTON, TX 77056 SUPPORT

CARDINAL NEWMAN SOCIETY NONE PC GENERAL 50,000.9720 CAPITAL CT., STE. 201 OPERATINGMANASSAS, VA 20110 SUPPORT

THE FOUNDATION OF HOPE NONE PC GENERAL 50,000.VILLAGE OPERATING15403 HPE VILLAGE RD SUPPORTFRIENDSWOOD, TX 77546

THE KENTUCKY CENTER NONE PC GENERAL 10,000.501 W MAIN ST OPERATINGLOUISVILLE, KY 40202 SUPPORT

NEW AUSTIN CHILDRENS MUSEUM NONE PC MUSEUM SUPPORT 10,000.- THINKERY1830 SIMOND AVEAUSTIN, TX 78723

THE REDEMPTORISTS NONE PC GENERAL 100,000.107 DUKE OF GLOUCESTER OPERATINGANNAPOLIS, MD 21401 SUPPORT

THE SAMARITAN WOMEN NONE PC GENERAL 8,000.602 S. CHAPEL GATE LN OPERATINGBALTIMORE, MD 21229 SUPPORT



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THE SEEING EYE NONE PC GENERAL $ 15,000.PO BOX 375 OPERATINGMORRISTOWN, NJ 07963 SUPPORT

THE STATION OF THE CROSS NONE PC RADIO STATION 10,000.6325 SHERIDAN DR SUPPORTWILLIAMSVILLE, NY 14221

THRIVE WOMEN'S CLINIC NONE PC GENERAL 10,000.12959 JUPITER RD STE 260 OPERATINGDALLAS, TX 75238 SUPPORT

TITUS COUNTY CARES NONE PC GENERAL 10,000.PO BOX 1476 OPERATINGMT PLEASANT, TX 75456 SUPPORT

TLC NONE PC GENERAL 10,000.2092 GAITHER RD SUITE 100 OPERATINGROCKVILLE, MD 20850 SUPPORT

TUCSON JEWISH CENTER NONE PC GENERAL 15,000.3800 E RIVER RD OPERATINGTUCSON, AZ 85718 SUPPORT

TUTWILER INC NONE PC GENERAL 20,000.PO BOX 462 OPERATINGTUTWILER, MS 38963 SUPPORT

UNIVERSITY OF TEXAS NONE PC GENERAL 100,000.FOUNDATION OPERATINGPO BOX 250 SUPPORTAUSTIN, TX 78767

VATICAN OBSERVATORY NONE PC GENERAL 50,000.FOUNDATION OPERATING2017 EAST LEE ST SUPPORTTUCSON, AZ 85719

WOMEN SHELTER OF LONG BEACH NONE PC GENERAL 20,000.930 PACIFIC AVE OPERATINGLONG BEACH, CA 90813 SUPPORT

YOUR GRANDMOTHER'S CUPBOARD NONE PC GENERAL 5,000.814 RALEIGH DR OPERATINGTOMS RIVER, NJ 08753 SUPPORT

COVENANT CHRISTIAN SCHOOL NONE PC GENERAL 50,000.4503 INTERSTATE 45 N OPERATINGCONROE, TX 77304 SUPPORT



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HAPPY HOLLOW CHILDRENS CAMP NONE PC GENERAL $ 15,000.615 N. ALABAMA ST GROUND OPERATINGFLR STE C SUPPORTINDIANAPOLIS, IN 46204

NATIONAL BRAILLE PRESS NONE PC GENERAL 25,000.88 SAINT STEPHEN ST OPERATINGBOSTON, MA 02115 SUPPORT

NATIONAL JEWISH HEALTH NONE PC GENERAL 5,000.1400 JACKSON ST OPERATINGDENVER, CO 80206 SUPPORT

OUR LADY OF GUADALUPE NONE PC GENERAL 30,000.CATHOLIC CHURCH OPERATING1206 E 9TH ST SUPPORTAUSTIN, TX 78702

ST PIUS X CATHOLIC SCHOOL NONE PC GENERAL 10,000.37 E EMERSON ST OPERATINGCHULA VISTA, CA 91911 SUPPORT

GARY CENTER NONE PC GENERAL 2,000.341 HILLCREST ST OPERATINGLA HABRA, CA 90631 SUPPORT

AMERICAN HOLISTIC NONE PC GENERAL 10,000.VETERINARY MEDICAL FDN OPERATING404 N MT SHASTA BLVD, RM B SUPPORTMOUNT SHASTA, CA 96067

FRIENDS OF PORT ARTHUR NONE PC GENERAL 6,000.PUBLIC LIBRARY OPERATING4615 9TH AVE. SUPPORTPORT ARTHUR, TX 77642

ST NICHOLAS CENTER FOR NONE PC GENERAL 10,000.CHILDREN OPERATING2519 RYAN ST SUPPORTLAKE CHARLES, LA 70601

FUTURE FARMERS OF AMERICA NONE PC GENERAL 5,000.STATE & LOCAL OPERATING2166 US-127 SUPPORTRUSSELL SPRINGS, KY 42629

NAVY LEAGUE OF THE US SAN NONE PC GENERAL 25,000.DIEGO OPERATING2115 PARK BLVD SUPPORTSAN DIEGO, CA 92101

1 2014 Federal Statements Page 291


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BENEDICTINE SISTERS OF NONE PC GENERAL $ 25,000.CULLMAN OPERATING916 CONVENT RD NE SUPPORTCULLMAN, AL 35055

COLUMBIA SCHOOL OF MINES NONE PC GENERAL 50,000.500 WEST 120TH ST OPERATINGNEW YORK, NY 10027 SUPPORT

GALILEAN HOME MINISTRIES, NONE PC GENERAL 20,000.INC. OPERATING712 S FORK CHURCH RD SUPPORTLIBERTY, KY 42539

MAGNIFICAT MATERNAL NONE PC GENERAL 5,000.HEALTHCARE OPERATING4440 SAN PABLO DAM RD SUPPORTEL SOBRANTE, CA 94803

NATIONAL VOTIVE SHRINE NONE PC GENERAL 20,000.2734 NASHVILLE AVE OPERATINGNEW ORLEANS, LA 70115 SUPPORT

OKLAHOMA PROVINCE OF ST NONE PC GENERAL 100,000.THERESA OPERATING906 KENTUCKY AVE SUPPORTSAN ANTONIO, TX 78201

ST MARY'S MONASTERY NONE PC GENERAL 500,000.PO BOX 345 OPERATINGPETERSHAM, MA 01366 SUPPORT

ST PAUL CATHOLIC HIGH NONE PC GENERAL 10,000.SCHOOL OPERATING9635 GREENLEAF AVE SUPPORTSANTA FE, CA 90670

THE SOCIETY OF AFRICAN NONE PC GENERAL 100,000.MISSIONS OPERATINGPO BOX 647 SUPPORTSILVER SPRING, MD 20918

Total $ 8,406,023.

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