990-PF Return of Private Foundation May,=A
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^r3 Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947(a)(1) Trust Treated as Private Foundation enter Social Department of the Treasury ► Do not Security numbers on this form as it may be made public. 2013 Internal Revenue seance ► Information about Form 990-PF and its separate Instructions is at rin ulfn For calendar year 2013 or tax year beginning APR 1, 2013 , and ending MAR 31 , 2014 Name of foundation A Employer identification number VIRGINIA G PIPER CHARITABLE TRUST 86-6247076 Number and street (or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number 1202 EAST MISSOURI AVENUE 480-948-5853 City or town, state or province, country, and ZIP or foreign postal C code If exemption application is pending, check here ► PHOENIX, AZ 85014-2921 G Check all that apply. Initial return Initial return of a former public charity D 1. Foreign organizations, check here Final return 0 Amended return 2. Foreign organizations meeting the 85% test, D Address chang e D Name change check here and attach computation H Check type organization: X of Section 501(c)(3) exempt private foundation E If private foundation status was terminated Section 4947 (a)( 1 ) nonexempt charitable trust 0 Other taxable private foundation under section 507(b)(1)(A), check here ► 0 I Fair market value of all assets end at of year J Accounting method: Cash X Accrual F If the foundation is in a 60-month termination (from Part I!, co! (c), line 16) Other (specify) under section 507(b)(1)(B), check here 5 6 6 , 7 2 2 , 0 7 5 . (Part !, column (d) must be on cash basis.) Analysis of Revenue Part I and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessari ly equal th e amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received 174 N/A 2 Check [I1 if the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 35. 35. S TATEMENT 1 4 Dividends and interest from securities 7,795,954. 12,195,170. STATEMENT 2 5a Gross rents b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 20,231,307 4) . may, b Gross sales price for all a..e =a assets on line 6a 113 310 , 7 61. 7 Capital gain net income (from Part IV, line 2) 30,287,500. 8 Net short-term capital gain 9 Income modifications Gross sales less returns 10a and allowances CD b Less Cost of goods sold c Gross profit or (loss) Ly 11 Other Income -11,803,991. S TATEMENT 3 12 Total. Add lines 1 through 11 28,027,470. 30,678,714. 13 Compensation of officers, directors, trustees, etc 1,153 , 755. 228 , 932 . 921 , 6587 14 Other employee salaries and wages 1,259,700. 42,481. 1, 211, 2 3 7. 15 Pension plar mployee benefits 714,132. 59,863. 617 , 448. 46a4fe'gafees ''• STMT 4 25 , 924. 0. 23,023. bAccou^mnglee STMT 5 76,009. CL D 330. 80,455. u ..-c-Otehr ofesslQr^a1 fees Q^ STMT 6 2 , 7 5 6 , 3 8 2 . 2 , 5 5 8 , 7 9 8 . 197 , 584 . >t 17 ,Iit^rest'1 ?U4 252,274. 252,274. 0. y1 18 ^T xes STMT 7 1 , 581 , 860 . 117 , 477 . 38 , 909 . 16W-etl^p iatio-l[hinh pletlon 344 , 010. 14 , 089 . I^E 2o G" 186,495. 9,266. 177,169. a 211 Travel, conferences, and meetings 123 , 229. 11 , 925. 110,334. 22 Printing and publications 20 , 693. 0 . 16 , 814. 23 Other expenses STMT 8 1, 467,612. 2 ,844,487. 1,525,295. 24 Total operating and administrative . expenses . Add lines 13 through 23 9,962 , 075. 6,139,922. 4, 919 , 926. 0 25 Contributions, gifts, grants paid 10,615, 134. 22, 388 , 275. 26 Total expenses and disbursements. Add lines 24 and 25 20,577,209. 6,139,922. 27,308,201. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 7, 450,261. b Net investment income (if negative, enter -0-) 24,538,792. c Adjusted net income (if negative, enter -0-) N/A 10-10-13 LHA For Paperwork Reduction Act Notice , see instructions . Form 990-PF (2013) 16501106 099347 038-07689900 2013.04030 VIRGINIA G PIPER CHARITABLE 038-OBQ1 .01 Fnrm QW-PF 19M31 VIRGINIA G PIPER CHARITABLE TRUST 86-6247076 Pnna9 Beginning of year End of year Part ll Balance Sheets Attached schedules and amounts in the description column should be for end-of-year amounts only (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing 500. 500. -To 0. 2 Savings and temporary cash investments 15,363,510. 12 ,14 4 , 4 5 7 . 12 ,14 4 , 4 5 7 . 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 other disqualified persons 7 Other notes and loans receivable ► Less: allowance for doubtful accounts ► 0 8 Inventories for sale or use y 9 Prepaid expenses and deferred charges 21,890. 21,581. 21,581. a 10a Investments - U.S. and state government obligations STMT 10 32,373,990. 39,759,241. 3 9, 7 5 9 , 2 41. b Investments - corporate stock STMT 11 160,274,732. 154,085,973. 15 4, 0 8 5, 9 7 3. c Investments - corporate bonds 7,745,513. 11 Investments - land, buildings, and equipment basis ► Less accumulated deprecation ► 12 Investments - mortgage loans 13 Investments - other STMT 12 309,292,625. 353,094,280. 353,094,280. 14 Land, buildings, and equipment basis ► 9, 9 23,833. Less accumulated depreciation STMT 2,5 85,063. 7,679,651. 7,338,770. 7,338,770. 15 Other assets (describe ► STATEMENT 13 ) 281,438. 277,273. 277,273. 16 Total assets (to be completed by all filers - see the instructions. Also, see page 1, item 1 533,033,849. 566,722,075. 566,722,075. 17 Accounts payable and accrued expenses 702,166. 1,081,387. 18 Grants payable 20,014,784. 11,241 , 643. o 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons _ 21 Mortgages and other notes payable STMT 14 4,860,789. 4,447 , 576. 22 Other liabilities (describe ► STATEMENT 15 ) 11,780,936. 7,882,825. 23 Total liabilities add lines 17 through 22) 37,358,675. 24,653 , 431. Foundations that follow SFAS 117, check here ► X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 495,675,174. 542,068 , 644. 25 Temporarily restricted to 26 Permanently restricted Foundations that do not follow SFAS 117, check here Po. 0 a LL 0 and complete lines 27 through 31. N 27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg., and equipment fund a 29 Retained earnings, accumulated income, endowment, or other funds Z 30 Total net assets or fund balances 495,675,174. 542,068,644. 31 Total liabilities and net assetstfund balances 533,033,849. 5 6 6, 7 2 2, 0 7 5. Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part 11, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) 1 1 495,675,174. 2 Enter amount from Part I, line 27a 2 7,450,261. 3 Other increases not included in line 2 (itemize) ► UNREALIZED GAIN ON INVESTMENTS a 38.943.209. 4 Add lines 1, 2, and 3 4 J Z Z. , V V V, V 'sZ 5 Decreases not included in line 2 (itemize) ► 5 0. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part 11, column (b), line 30 Ca , J .J V , 1, Z = . Form 990-PF (2013) 323511 10-10-13 2 16501106 099347 038-07689900 2013.04030 VIRGINIA G PIPER CHARITABLE 038-OBQ1 CONTINUATION FOR 990-PF, PART IV VIRGINIA G PIPER CHARITABLE TRUST 86-6247076 PAGE 1 OF 1 Part IV I Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold, e.g., real estate, ow acquire (c) Date acquired (d) Date sold Purchase (mo., yr.) (mo., day, yr.) 2-story brick warehouse ; or common stock, 200 shs. MLC Co. D - Donation day, la PUBLICLY TRADED SECURITIES P VARIOUS VARIOUS bSEE STMT 23:STCG FROM PARTNERSHIPS VARIOUS VARIOUS cSEE STMT 23:LTCG FROM PARTNERSHIPS VARIOUS VARIOUS dSEE STMT 23:UNRECAP SEC 1 250 GAIN FROM PARTNERSH I VARIOUS VARIOUS eSEE STMT 23:SEC 1231 GAIN FROM PARTNERSHIPS VARIOUS VARIOUS f 9 h k I m n 0 f) Depreciation allowed ( g) Cost or other basis ( h) Gain or (loss) (e) Gross sales price ( (or allowable) plus expense of sale (e) p lus (f) minus (g) a 113,310,761. 93,079,216. 20,231,545. b 2,170,018. c 7,486,237. d 40,847. e 358,853. f 9 h k m n 0 Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Losses (from col.