4/1/2013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON WAND MARION R CONNELL
12OMB No. 1545.0052
Return of Private Foundation
990-PF
F.or
Section 4947(aXl) Nonexempt Charitable Trust
Ty
Treated as a Private, Foundation
sfgo
Domealint
Nola. The foundation may be able to use a copy of this mourn to aodsly slats repor`
Now Ra,,,,,,- p.,,,l„
For calendar year 2012 or tax year beginning
, and ending
number It met is not daliraced to chest eddntss)
B
or twn, elate,.
C W enamplion application In pe d'aq. duck here ^
❑ Initial return of a former public charity
❑ Initial return
❑ Final return
❑ Amended return
❑ Address change ❑ Name change
Check type of organization: ® Section 501(c)(3) exempt private foundation
n 4947(ax 1) nonexempt charitattle trust ❑ Other taxable private foundation
O Check all that apply:
^l F)iir market value of all assets at end
year (lrom Part N, cal. (c).
f'
151
s
J Accounting method :
® Cash ❑ Accrual
❑ Other (specify) ....................
I %RA n140ro..w I d%-A
n Ml --# r+..,.
Analysis of Revenue and Expenses (nn row of
ar-rots h onbmna (5.). (Sl. a JkQ me rat newaau+ry squeal
ft amwxda in aolUar w (see kw&udbnN.)
(j(
wqubsn.nta.
-.4, he.r. I
ta) Wwnus end
aapevenu per
110"
D 1. Foraian organizations. dwdi hero . . . . ^ ❑
2 Faraign argonvatim s meernp the 85% Net.
check ham and attach compuatbn.
.
.
.
E N prhbsls hudelion status was bnnlnalsd
under *action 507(bXIXA). chedk here . . .
'❑
F It the foundation is in a 60-month tartNnedon
under section 507(bX1 KB). dack here . . .
^❑
-----
( b) Nat Inres"Got
Inoana
(e) A4uated net
Income
Id) Disbursements
for charitable
puFPosee_.A
ConYtbutlons. aft. grenb, etc. rewired (studh edodule)
'
2
Check
It the foundation is not requfed to auadi Soh. B
3 Interest on savings and temporary cosh investments
4 Dividends and interest from securities . . . . .
5 a Gross rents . . . . . . . . . . . . . . . .
b Net rental Income or (loss)
6 a Net gain or (loss) from sale of snob not on line 10
b Grose sls price for all asseb m tine B.
278.380
00
^.N
p
.p
7
Capital gain net Income (from Part IV. ins 2) . . .
8
9
Net short-term capital gain . . . . . . . . . .
Income modifications
Cg
10 a Gras who lose returns and albwenon
b Less: Cost of g oods mid .
C Gross profit or (loss) (attach schedule) . . .
„-.
11
^--
12
-J e 13
W
. .
Other Income (attach schedule) . . . . . . . .
Total. Add lines 1 through 1 t
Compensation of officers. directors, h citric, eta
14
Other employee salaries and wages . . . . . .
15
Pension plans, employee benefits .
to 16 a Legal fees (attach schedule)
. . . . . . .
b Accounting fees (attach schedule) .
C Other professional foss (attach schedule) . . . .
16. 17 interest . . . . . . . . . . . . . . . . . .
1 18 Taxes (attach schedule) (see Instructions).
19 Depreciation (attach schedule) and depletion
C
O
20
21
22
Occupancy . . . . . . . . . . . . . . . .
Travel, conferences, and meetings . . . . . .
Printing and pubtirations . . . . . . . . . .
23
24
Other expenses (attach schedule)
. . . . .
Total operating and administrative aspens.
Add I nes 13 t h roug h 23 . . . . . . . . . . .
25
0 26
27
Contributions, gift, grants paid .
Taal esPeeress and dbbanfenrnb. /We ilia 24 and 25.
Subtract line 26 from line 12:
a Excess or revenue ever eapeness and dlsburu.nwda.
b Not Investment Income (if negative, enter -0-).
C Adjusted net Income (it negative. enter .0-) . .
(2012)
For Paperwork Reduction Act Notice, sea Instructions.
WA
CCfl
104B.082.
.41112013 10 :26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
' Fonn tao•PF (2012)
of
anound in tlls dUrAP M oclunn
B a l ance Sheets Allod"d °*"'
should be brendc4ar amaunb only. (Sea heMcbr s.)
Cast-non-interest-bearing . . . . . . . . . . . . . . . .
Savings and temporary cash investments . . . . . . . . . .
3
^
Accounts receivable
Less: elowence for doubtful accounts
^ --------------------Pledges receivable ^ _______
.....................
allowance for doubtful aeoounts
^
Grants receivable . . . . . . . . . . . - .- --------------. . . . . . . -.
5
6
End of Veer
(e) Fair Merkst Va is
(b) Book Value
5,011
57 019
5.0111
57.0191
15, 154
27.697
Receivables due from officers. directors, trustees, and other
disqualified persons (attach schedule) (see Instructions) .
7
r
&MInrjng
(a) Book Value
I
2
4
PPYe 2
63$154691
BROUGHTON WAND MARION R CONNELL
Othernabs oral loansre sivable(attarhscheduls)
Leas:albwsncefordoubtrulseoourer
.
.
.
.
................ . .. . ... .. .
8
Inventories for sale or use .
9
Prepaid expenses and deferred charges .
.
.
^ __________________
. . . . . .
. . .
.
. . . . .
10 a Imswnonb -u.s and Stab goismnrti abNOwlws (0110th admdule) .
.
.
.
b Investments--corporate stock (sttech schedule) . . . . . . . .
c Investments--corporate bonds (attach schedule)
Invesinai --land, bullrings, and pulpment basis ^
Lax: aouaeulated depreciation (atddi schedule) ^
12
Investments-rnoltgepe loans . . . . . . .
11
13
14
15
. . . . .
.
.
.
-----------------............. . . ...
. . . . . . . .
Investments other (atteeh schedule) . . . . . . . . . . . .
1.349.618 ::
1.260.8
;
01
1 .322.005
Land. buildings. and equipment: basis ^ .........................
Lew. aavnulaled daprsdstion (starch schedule) ^ .. .......... .........
Other assets (describe
16
Total asaets (to be completed by all filers-see the
Instructions . Also, sea page 1, item 1)
17
Accounts payable and accrued expenses . . . . . . . . . .
°
18
Grants payable . . . . . . . . . . . . . . . . . . . . .
°
19
Deferred revenue
20
Loam tear sllasn. des, tnrtaw, and o her AWAIlbd pe sans
21
22
Mortgages and other notes payable (attach schedule) . . . . . .
Other Ilablilles (describe P
Is ................................•)
23
Total IIab0ltles (add Ines 17 through 22) .
.
.
.
1.392.469
1322 831
0
0
1 392 469
1 322 831
1 ,392,469
1 ,322,
1 , 392 , 469 ,
1 . 3 22. 831
1
038
.
.
Foundations that follow SFAS 117, check here. . . . .. 0
and complete lines 24 through 26 and lines 30 and 31.
24
25
26
c
d
Z
27
28
29
30
31
unrestricted . . . . . . . . . . . . . . . . . . . . . .
Temporarily restricted . . . . . . . . . . . . . . . . . .
PemreneMly restricted . . . . . . . . . . . . . . . .
Foundations that do not follow SFAS 117, check here. . ^ [X
and complete lines 27 through 31.
CapuItaf stock, trust principal, or current funds . . . . . . . . . .
Paid-in or capital surplus , or land, bldg., and equipment find . . .
Retained earnings , accumulated Income, endowment, or other funds.
Total net assetk or fund balances (see instructions) . . . . . .
Total liabilities and not assetalfund balances (see
.....................
instructions) .
Andl sl of Chan
83'1
in Net Assets or Fund Balances
I Totsl• net assets or fund balances at beginning of year-Pat It. column (a), line 30 (must agree with
end-of-year figure reported an prior yea's return) . . . . . . . . . . . . . . . . . . . . . . . . . .
1
1 , 392 , 469
2 Enter amount from Part I, line 27a .
2
-68. 141
3
4
5
5
2143
1 ,320,471
3.640
3
4
S
6
. . . . . . . . . . . . . .
.
.
.
. . . .
. . . . . . .
. .
Other Increases not included in line 2(itemize ) ^ SeeAttached Statement________ _ _ __ _ _ ___ ___________
Add lines 1.2. and 3 . . . .
. . . . .
. . .
Decreases not Included in IIne2 (itemlxe )01 Mutual Fund & CTF Income Subtraction______________
Total net snob or fund balances at and of year (One 4 minus line 5)-Part II, column (b). line 30
1 ,322, 831
Fonn 990-PF (2012)
14B.18PQ1
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.
Fana sa'PF (2012)
BROUGHTON WAND MARION R CONNELL
Ca i 1 Gai ns and Losses for Tax on Investment Income
U1 List and dssaba the khdp) of properly add (e.g., real aml .
2.abry brick warehouse: or a nsnan mock. 200 Ys. MLC Co.)
1a
b
c
d
e
See Attached
See Attached
See Attached
See Attached
See Attached
(bp
pos. 3
63-6154691
HER! owdrod
rehow
noll
(c) Data acquired
aro•. day. yr.)
(d) Date sold
(ma., day. yr.)
Statement
Statement
Statement
Statement
Statement
(I) Deppiocialion amwad
(or
Is) Green des price
(a) Cost or enter basis
pun a
rw of sob
(h) Gain or (Ices)
(a) pho (9 miMa (a)
0
b
0
c
d
•
0
0
0
Complete only for asasle
gain in column
and oened try the foundation on 12131J59
Q) Ad)utiled di
"of 1y iag
(4 F.1AV. an of 12181M
(k) Excess of col. (I)
over col. 0). H any
(q Gays (Col. (h) aoln mime
ml. (e). bul nol bas Man ^) or
Loswa (Iran Col. (h))
a
0
b
0
c
d
0
0
e
0
gain. also enter in Part I. line 7
2 Capital gain net income or (net capital loss) { If
enter -0- in Part I, line 7
2
l If
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I. line S. column (c) (see instructions). If Coss), enter -0in Part l llne8
3
ualificatl
Under Section 4940 (e) for Redu ced Tax on Net Investm ent I come
4 , 302
0
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(dX2) 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 ® No
If -Yes, the ioundauon does not qualify under section 4940(e). Do not complete this part.
I Enter the s
rate amount in each column for each year see the instructions before makin any entries.
Cdrdr rN
(a)
I.,
id
le
(b)
A4-%d gtrll1j" dlsbburors
(C)
Nof vakw of rwrrJrdlahltroa awab
2011
110,626
1,468-862
2010
2009
2008
2007
103,849
108 , 521
1 ,420,033
1 ,283, 194
600 ,
1 . 523. 104
124,0701
1662 817
(d1 ndlo
^aby cal. (0)
aaL
b
75324
0.073131
0.154708
0.000394
0.074614
2 Total of line 1. column (d) . . . . . . .
.. . . . . . . . . . . . . . .
3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by
the number of years the foundation has been ip existence if less than 5 years . . . . .
2
0.378171
3
0.075634
4 Enter the net value of noncheritable-use assets for 2012 from Part X. line 5 . . . . . .
4
1 401 490
5 Multiply line 4 by lIne 3 . . . . . . . . . . .
. . . . . . . . .
5
108,000
. . . . .
. . . .
6
386
7 Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
108, 388
. . . . .
6 Enter 1% of not investment Income (1% of Part I, line 27b) . .
.
.
. .
8 Enter qualifying distributions from Part XII. line 4 . . . . . . . . . . . . . . . .
105 ,813
8
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b. and complete that part using a 1% tax rate. See
the Part VI instructions.
Foes 990-PF (2012)
104B.061
_ 4/1/2013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
IFem, ss0•PF (2012)
or
I a Exempt operating foundations described in section 4940(d )(2). check here ^ 0 and enter' 1A on line 1.
Date of ruling or dote urination letter. ___ _ _ _ __ _ _ ____ _ __.(attach copy of letter If eeoasery- .ea Instmetlens)
b Domestic foundations that meet the section 4940(e) requirements In Part V. check
here ^ [] and enter 1 % of Peri 1. Ilne 27b . . . . . . . . . . . . . . . . . . . . . . . .
C Ad other domestic foundations enter 2% of ins 27b. Exempt foreign organizations enter 4%
of Part I. line 12. col. (b).
2
3
4
$
8
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(ax1) trusts end taxable foundations only. Others enter -0-) . .
Tax based on Investment Income. Subtract line 4 from line 3. If zero or lass , enter -0• . . . . . . . . . .
CredilslPayments:
1347
e 2012 estimated tax payments and 2011 overpayment credited to 2012 . . .
6a
It Exempt foreign orgenizatlons-4ax withheld at source . . . . . . . . .
6b
c Tax paid with application for extension of time to Be ( Form 9868) . . . . .
Sc
d Backup withholding erroneously withheld . . . . . . . . . . . . . .
dd
7
E
Total credits and payments. Add lines 6a through 6d . . . . .
Enter any penalty for underpayment of estimated lax. Check hero
9
10
11
Tax due. If the total of Tines 5 and a Is more than fins 7, enter amount oared . . . . . . . . . . . . . .
Overpayment If ins 7 is more than the total of lines 5 and 8, enter the amount overpaid
. . . . . . ^
Enter the amount of line 10 to be: Credited to 2013 estimated tax
^
!t7cl
. . . . . . . . . . . . . . .
0 if Form 2220 is attached
1 a During the tax year, did the foundation Ito pt to Influence any national . state, or local legislation or did it
participate or Intervene in any political campaign? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did it spend more than $100 during the year (either directly or Indirectly) for political purposes (see
Instructions for the definition)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
li the answer is 'Yoe' to 7a or 1b. attach a dstaYsd descr(pton of fho acflvR s and copies o1 any malsola/a
1a
Yes No
X
.
1b
X
pubiahod or distributed by Nxr foundation in connection with the actmNes.
C Did the foundation file Form 1120--POL for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1C
X
Z
X
3
X
4a
X
.
.
. .
.
.
d Enter the amount (if any) of tax on political expenditures (section 4955) Imposed during the year.
(1)
On the foundation. ^ $
(2) On foundation managers. ^ S
a Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers. ^
$
2 Has the foundation engaged in any activities that have not previously been reported to Ste IRS?
If 'Yes,' attach a defafsd description of the aorMltes.
3 Has the foundation mods any changes . not previously reported to the IRS, in its governing Instrument articles
of incorporation , or bylaws, or other similar instruments? N'Yes,' attach a conformed copy of the changes . . . . . . . .
4 a Did the foundation have unrelated business gross income of $1,000 or more during the year? . .
b If "Yes." has it filed a tax return on Form 990-T for this year?
5
6
.
. . .
.
. .
. .
.
. .
4b N/A
. . . . . . . . . . . . . . . . . . . . . . . . . .
Was there a liquidation , termination , dissolution , or substantial contraction during the year? . . .
11 'Yes,' attach the statement required by General Instruction T.
Are the requirements of section 508(e) (relating to medians 4941 through 4945 ) satisfied either.
.
. .
.
.
.
. .
.
.
5
.
X
• By language In the governing Instrument or
• By state legislation that effectively amends the governing Instrument so that no mandatory directions
7
that conflict with the state law remain in the governing insbvment9 . . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation have at least $ 5,000 in assets at any fine during the year7N"Yes•'conlpiefo Part N. cal. (c), and Part XV.
• a Enter the states to which the foundation reports or with which it is registered (see Inst uction@)
8
7
X
X
^
AL
b If the answer is 'Yea' to line 7, has the foundation fumished a copy of Form 990 PF to the Attorney
General (or designate ) of each state as required by General lnaln^cion G91I 'Wo,' attach expfanalon
9
complete Part XIV
10
.
. .
.
.
.
.
.
Bb
. .
.
.
9
X
10
X
. .
Is the foundation claiming status as a private operating foundation within the meaning of section 49420x3)
or 49420X5) for calendar year 2012 or the taxable year beginning in 2012 (see Instructions for Part XIV)? N'Yea '
. .
. .
. . . .
. . . . .
.
.
. .
. .
. .
.
. .
. . .
. . . .
.
. . . .
.
. .
Did any persons become substantial contributors during the tax year? H 'Yes," attach a adwdule Nafhp
thoir names and addresses .
Form 990-PF (2012)
04 B. 1901
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.
Fonn SYQPF (2012)
11
12
13
BROUGHTON WAND MARION R CONNELL
Peon S
53$154691
At any lime during the year. did the fotetdatlon , directly or indirectly, own a controlled entity with the
meaning of section 512(b)(13)? If,fes' attach schedule (see Instructions ) . . . . . . . . . . . . . . . . . . . .
Did the foundation make a distribution toe donor advised fund over which the foundation or a disqualified person had
advisory privileges? If -Yes.- attach statement (see instructions ) . . . . . . . . . . . . . . . . . . . . . . . .
Did do foundation comply with the public Inspection requirements for its annual relums and exemption application? . . . .
Webslte address ^ NIA _
_
11
X
X
12
13
X
14
The books eeIncareuf ^ -WELLSFARG,!K
I.- A^-------------^_^_____^- Telephone no ^ 888730.4933_____________•
Located at ^ td1^Irc(epndence -all E MA Y1372-062 Philada12hia PA _________ ___ ZIP+4 ^ 19108-2112____________
15
Section 4947(ax1) nonexempt charitable trusts filing Form 990-PF In lieu of Form 1041 -Check here.. . . .
and enter the amount of tax-exempt Interest received or accrued during the year . . . . . . . . . . . . ^
16
At any lime during calendar year 2012 , did the foundation have an interest In ore signature or other authority
over a bank, securities, or other financial account in a foreign country? . . . . . . . . . . . . . . . .
See the Instructions for exceptions and filing requirements for Form TO F 90-22 .1. If -Yes' enter the name of
. . . . . .
13 N/A
^
Yes
.
.
.
.
. .
16
No
X
the foreign country 10
Statements Regarding Activities for Which Form 4720 May Be Required
Is
File For.. 4720 If any Item Is chocked In the "Yes' column. unless an exception applies.
During the year did the foundation (eiher directly or indirectly):
(1) Engage in the sale or exchange, or basing of property with a disqualified person? . . . . . . . ❑ Yes
(2) Borrow money from, lend money to. or otherwise extend credit to (or accept It from)
■ disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... ❑ Yes
No
❑ Yes
No
Yes
❑ No
❑ Yes
No
(3) Furnish goods, services, or facilities to (or accept thorn from) a disqualified person? . . . . . .
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . .
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the bent or use of a disqualified person)? . . . . . . . . . . . . . . . . . .
. . .
.
. .
No
(6) Agree to pay money or property toe government official? (Exception. Check 'NW
❑
if the foundation agreed to make a grant to or to employ the official for a period
b
after termination of government service, if terminating within 90 days .) . . . . . . . . . . .
Yes
If any answer Is 'Yes' to la( 1 ){6), did any of the acts fail to quality under the exceptions described in Regulations
section 53.4941(d)-3 or in a current nodes regarding disaster assistance (see In structions)? . . .
e
.
.
.
=a
Orgenlratlons relying on a current notice regarding disaster assistance check there . . . . . . . . . . . .
Did the foundation engage In a prior year any of the acts described in I a. other than excepted acts,
that were not corrected before the first day of the in year beginning In 2012? .
2
. . .
.
. .
. .
. .
. . .
.
.
.
No
.
Tawas on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942OX3 ) or 4942(1x5)):
a
At the and of tax year 2012 , did the foundation have any undistributed Income (Ines 6d
and 69, Part XIII) for tax year(s) beginning before 20127 . . . . . . . . . . . . . . . . . . . ❑ Yes
If Yes - list the ye sus ^
2n
20
- 2n •-20
b Are there any years isted in 2a for which the foundation Is not applying the provisions of section 4942(aX2)
(relating to incorrect valuation of assets) to the years undistributad Income? (If applying section 4042(ax2)
to all years listed, answer -No' and attach statament-see instructions.) .
C
b
4a
b
.
. . . . .
.
. . . .
.
. .
. . .
.
If the provisions of section 4942(x)(2) are being applied to any of the years listed in 2s. list Or years here.
^
3a
. .
ONO
20... . . ..
.
20-------•
20 -----
• 20_
...
Did to foundation hold more than a 2% direct or Indirect Interest In any buskiess
enterprise at any time during the yeah . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ Yes ❑ No
if "Yes,' did it have excess business holdings In 2012 es a result of (1) any purchase by the foundation
or disqualified persons after May 26. 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4043(c)(7)) to dispose of holdings acquired by gift or bequest: or (3)
the lapse of the 10-. 15-. or 20-year first phase holding period? (Liao Schedule C, Form 4720, to determine
N the Ibunda0iorr had excess business holdings in 2012.) . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the foundation invest during the year any amount In a manner ttut•would jeopardize its charitable purposes? . . . . .
Did the foundation make any investment in a prior year (but after December 31, 1969) that could Jeopardize its charitable
purpose that had not been removed from jeopardy before On first dev of the tax year beoinnina in 2012? . . . . . . . .
X
Form 990-PF (2012)
199B B . OOb.
411/2013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Ilan NO-PF (2012)
5a
BROUGHTON W
During the year did the foundation pay or Incur any amount to:
(1) Carry on propaganda , or otherwise attempt to influence legislation (section 494 5(e))? . . .
(2) influence the outcome of any specific public election (ew section 4955); or to carry
on. directly or indirectly, any voter registration drive? . . . . . . . . . . . . . . . .
❑ No
. .
❑ Yes
. .
❑ Yes
No
❑ Yes
❑ No
❑ Yes
❑ No
(3) Provide a grant to an individual for travel , study, or other similar purposes? . . . . . . . . .
(4) Provide a grant to an organization other than a charitable, eta.. organization described
In section 509(ax1 ), (2). or (3), or section 4940(d)(2)? (see Instructions) . . . . . . . . . . .
( 5) Provide for any purpose other than religious, charitable , scientific, literary, or
educational purposes , or for the prevention of cruelty to children or animals? .
. . . . . . . .
❑ Yes ❑ No
b If any answer is Yes' to 5a(1 ) { 5). did any of the transactions fail to quality under the exceptions described In
Regulations section 53.4945 or in a current notice regarding disaster assistance (sea Instructions )? . . . . . . . .
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 the
tax because it maintained expenditure responsibility for the grant? .
. . .
.
. .
. N/A
❑ Yea
❑ No
❑ Yes
❑ No
tl'Yes,* ottech the statement requked by Regulations section 53.4945-5(d).
Ga Did the foundation , during the year, receive any funds , directly or Indirectly, to pay
premiums on a personal benefit contract? . . .
. .
. . .
.
. .
. .
.
. .
.
. . .
.
.
.
.
.
b Did the foundation , during the yew, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . .
U'Yoe 'fo 64 file Form 8870.
7a At any time during the tax year, was the foundation a party to a prohibited tax sheber transaction? .
.
.
❑ Yes
No
b If'Yes ,' did the foundation receive any proceeds or have any net Income attributable to the transaction? . . . . . . . . .
and Contractors
I List all officers, directors, trustees, foundation managers and their compencation see Instructions .
(a) Now end address
(b) 7lUs. and average
hum parweek
b
Wells Fargo Bank,N .A.
Trustee
101N Inde ndence Mall E MACY1372-062 Philr
4.00
( e) Conwreation
OF not paid, enter
(dl Conlrbudons b
a iplatee beneat plans
N) Expanse account.
other allow a nce s
12 ,98 8
---------------------------------------------------------------------------------------------------------------------------------
2 Compensation of five highest-paid smolovees (other than those Included on line 1-ees instructions) . If none.
enter "NONE."
(b) Ties. and average
p) None and address or each anpbyee paid rnae then $50.000
hours per seek
dswtsd to posllim
(q Cnnperraion
(d) ConhbaYaea Is
a berant
l
lans
ter ns an d d el ned
flow
(e)
^ en M aeaoun6
otherr atiO wanas
110E ..........................................
-------------------------------------------------
Total number of other employees paid over $50,000
. ^
0
Farm ww-r r (2012)
048.001
.4/1201310:26:08 AM - 5119891372 - 6428 - WWS - BROLIGHTON W AND MARION R CONNELL
Form 9WPF (2012)
3
BROUGHTON WAND MARION R CONNELL
63-6154691
P.s. 7
Information About Officers. Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
Five hl hss!
Id Independent contractors for rofssslonsl services see Instructions). If none, enter *?ME."
jai Hams and addrew of each person paid more don SO oo0
PO 7^1= of .u,vlw
(C) compensation
JOK----------------------------------------------------------- -
..................................................................
------------------------------------------------------------------
-----------------------------------------------------------------number of others receivin over 550000 for professional services
•
Summary of Direct Charitable Activities
L1.t the foundation's bur largest d4d durfebM acfM te. dining Ihu tax your. Induds relwant statistical bdonnuton such m
the numb r of orgsnlmliote rand o1hr beneficiaries ssnisd. conferences asnvaned. research papers produced. sin.
n
I NONE--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------2
3
•
-----••------------------•-•---•-------------------------------------------------------------------------------------------------------------------------------------------------------------------------
4
Summary of P
Dowribra 11r be lu
et p
ram-Rslated Investments (see Instructions
rein-r&.fod Investments made
On foundation during the ter yew on Anal I and 2.
Amount
1 NONE
2 --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Al repair propnm-rohtsd Invu.bnsnu . San IMndlons.
3 NONEW --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Total. Add lines I throh 3
^
0
Form 990-PF (2012)
Q4B.0411
4/112013 10 :26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON WAND MARION R CONNELL
9WPF (2012)
63-8154891
BROUGHTON W AND MARION R CONNELL
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
Pegs 8
see instructions.)
Fair market value of assets not used (or held for use) directly in carrying out charitable. etc..
purposes:
I
a
b
C
d
e
Average monthly fair market value of securities . .
. .
Average of monthly cash balances . . . . . . . . . .
Fair market value of all other assets (see Instructions) . .
Total (odd lines 1a. b, and c) . . . . . . . . . . . .
Reduction claimed for blockage or other factors reported on
. . . . .
. . . . .
. . . . .
. . . . .
lines 1a and
.
. . . .
. . . . .
. . . . .
. . . . .
. . .
. . .
. . .
. . .
1c (attach detailed explanation) . . . . . . . . . . . . . . . . . . . . . .
2
. . . .
. . . .
. . . .
. . . .
. . . . . .
. . . . . .
. . . . . .
. . . . . .
11e
5
Acquisition Indebtedness applicable to Ins I assets .
. . . . . . . . . . . . . . . .
Subtract line 2 from line 1d . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Cash deemed held for charitable activities. Enter I % % of line 3 (for greater amount, use
instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net value of noncharltable-use assets. Subtract line 4 from line 3. Enter here and an Part V. Eno 4
I
2a
Distributable Amount (see Instructions) (Section 49420)(3 and (j)(5) private operating
foundations and certain foreign organizations check here ^ U and do not complete this part.)
Minimum investment relum from Part X. line 8 . . . . . . . . . . .
. . . . . . .
. .
Tax on Investment income for 2012 from Par VI, Inc 5 . . . . . . . . . . . .
772
2a
3
4
.
.
. . . . . .
. . . . . . .
. . . . . . .
. . . . . .
1
70 , 075
2c
3
772
69, 303
Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . . . . . . . . . . .
Add lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5
89 , 303
Deduction from distributable amount (sae instructlons) . . . . . . . . . . . . . . . . . . . . . . . . .
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
lint ............................................
6
b
Income tax for 2012. (This does not inckide the tax from Part VI.) . . .
e
Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Distributable amount before adjustmenla. Subtract line 2c from Inc 1 . . . . . . . . . . . . . . . . . . .
3
.4
5
6
7
. .
. . .
2b
7
69.303
Expenses . contributions , gills, etc.-btal from Part I . column (d). line 28 . . . . . . . . . . . . . . . . . .
Program-related investments-total from Pan IX-B . . . . . . . . . . . . . . . . . . . . . . . . . .
Amounts paid to acquire assets used (or hold for use) directly in carrying out charitable. etc.,
purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Amounts set aside for speafio charitable projects that salisy the:
1a
105 ,813
Suitability test (prior IRS approval required) . . . . . . . . . . . . . . . .
. . . . . . . . . .
Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . . . . . . . . . .
Quallfying distributions . Add lines Ia through 3b. Enter here and on Part V. ire 8, and Part XIII, line 4 . . . . . .
Foundations that quality under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see Instructions ) . . . . . . . . . . . . . . . . . . . . . . . . .
3a
Qualifying Distributions (see instructions)
Amounts paid (Including administrative expenses) to accomplish charitable. eta. purposes:
I
a
b
2
3
a
b
4
5
6
1b
2
3b
4
105 ,813
8
Adjusted qualifying distributions . Subtract Inc 5 from Inc 4 . . . . . . . . . . . . . . . . . . . . . .
6
Note. The amount on line 8 will be used In Part V. column (b), In subsequent years when calculating whether the foundation
105,813
qualifies for the section 4940(e) reduction of tax In those years.
Form 990-PF (2012)
64B.Elul
41112013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
- form 990.PF
a!tttttawnt^
9
(s)
Corpus
1
Disb1butable amount for 2012 from Part XI,
2
Una 7 . . . . . . . . . . . . . . . . . . .
Undistributed Income. If any. as of the end of 2012:
I
(h)
Yeas prior to 2011
(c)
2011
I
(d)
2012
a Enter amount for 2011 only . . . . . . . . . . .
b Tatal for prior years: 20
, 20
, 20
3
Excess distributions carryover, if any, to 2012:
a From 2007. . . . .
to From 2008 . . . . .
. .
. .
42. 9&
C From 2009. . . . . . .
13514
d From 2010. . . . . . .
34 17:
• From 2011 . . . . . . .
38,47(
Total of lines 3o through e . . . . . . . . . . .
4
QuaYfylnp distributions for 2012 from Part
XII, line 4: 11, 5
105.813
■ Applied to 2011. but not more than line 2s . . . . .
b Applied to undistributed income of prior years .
(Election required-see instructions) . . . . . . .
C Treated as distributions out of corpus (Election
required-sse Instructions) . . . . . . . . . . .
d Applied to 2012 distributable amount . . . . . . .
a Remaining amount distributed out of corpus . . . .
Excess distributions carryover applied to 2012. . . .
8
(!l an amount eppee a in column (d), the
name amount must be shown in column (a).)
6
Enter the not total of each column as
Indicated brow:
■ Corpus. Add lines 3f, 4c, and 4e. Subtract Ina 5 . .
b Prior years- undistributed iPow. e. Subtract
.
line 4b from rugs 2b . . . . . . . . . . . . . .
C Enter the amount of prior years' undistributed
income for which a notice of deficiency has
been Issued, or on which the section 4942(a)
tax has been previously assessed . . . . .
d Subtract line Go from to. 6b. Taxable
. .
.
amount-see Instructions . . . . . . . . . . .
e Undistributed income for 2011. Subtract line
4a from line 2e. Taxable amount--see
If
7
instructions . . . . . . . . . . . . .
Undistributed income for 2012. Subtract
. . . .
Ines 4d and 5 from line 1. This amount must
be distributed in 2013 . . . . . . . . . . . . .
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(IXF) or 4042(0x3) (sea instructions).
Excess distributions eanyover from 2007
not applied an One 5 or line 7 (nee Instructions) . . .
9
Excess distributions carryover to 2013.
Subtract Woes 7 and 8 from line ba . . . . . . . .
10
Analysis of line 0:
a Excess from 2008 . . . . .
b Excess from 2009. . .
135 . 14
C Excess from 2010. . .
34171
8
d Excess from 2011 . . . . .
38.47(
Foes 990-PF (2012)
64B.001
4/1/2013 10 :26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON WAND MARION R CONNELL
Form 9904-F (20121
10
BROUGHTON W
In If to foundation has received a ring or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the data of the ruling . . . . . . . . . . P
b Check box to indicate whether the foundation is a private operating foundation described In section
2 a Enter the lesser of the adjusted net
Income from Part I or the minimum
investment return from Part X for each
year listed . . . . . . . . . . . . . .
b 85% of line 2a . . ... . . . . . . . . .
c Qualifying distributions from Part XII,
llns 4 for each year listed . . . . . . . . .
Tax year
(a) 2012
4942 (j)(3) or
Prior 3
(b) 2011
.
k) 2010
U 40420)(5)
(0) TOM
2009
d Amounts Included in line 2c not used directly
for active conduct of exempt adhdllas . . . .
e Qua ifying distributions made directly
for active conduct of exempt activities.
3
Subtract line 2d from line 2c . .
Complete 3m. b. or c for the
. . . . . .
alternative test relied upon:
a 'Assets" alternative lest-enter.
(1) Value of all assets . . . . . .
. . . .
(2) Value of assets qualifying
under section 4942QX3)(BXi) . . . . .
b "Endowment" alternative test-enter 213
of minimum Investment return shown in
Pert X. line 6 for each year listed . . . ,
o "Support" alternative test-enter:
. .
(1) Total support othor than gross
investment Income (Interest,
dividends, rents, payments
on securities loans (section
512(eXS)). or royalties) . . . . . . . .
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(jx3XBXiIl) . . . . . . . .
(3) Largest amount of support
from an exempt organization . . . . . .
(4) Gross Investment Income . . . . . . .
•^ Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year-see instructions.)
I
Information Regarding Foundation Managers:
a Ust any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the doss of any tax year (but only If they have contributed more than S5.000). (See section 507(d)(2).)
• NONE
b List any managers of the foundation who own 10% or more of the stock of a corporation (or on equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc.. Programs:
2
Check here b, ® it the foundation only makes contributions to preselected charitable organ+zations and does not accept
unsolicited requests for funds. If the foundation makes gifts. grants, etc. (see instructions) to individuals or organizations under
other conditions, complete hems 2a. b, c, and d.
a The name, address. and telephone number ore-mail of the person to whom applications should be addressed:
b The form in which applications should be submitted and infomtetton and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical cress, charitable fields, kinds of Institutions, or other
factors:
Form 990-PF (2012)
948.081
.4!112013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Fwm Q90-PF (2012)
3
a
11
Grants and Contributions Paid During the Year or Aooroved for Future Payment
Recipient
Y moepinnt Is an hdMdud.
. , -, wW mbgond* a
Name and address (home or business)
orr.^eweonnetor
F0
P„pe.. of grunt or
smug of
Ion
1°`b^'"
m
Paid during the year
See Attached Statement
Total
.
. . .
. . . . . . . . . .
. . . . . .
. .
. . . .
. .
. .
.
.
so 3a
99 478
b Approved for future payment
NONE
Total
0
^ 3bl
From 990-PF (2012)
94B.6611
41112013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Form YBO-PF (2012)
•
63-6154691
BROUGHTON W AND MARION R CONNELL
pop 12
Analysis of Income-Producing Activ ities
Excluded by.edlon 51Z 513. or 514
Unrelated business Income
Enter gross amounts unless otherwise indicated.
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
I Program service revenue:
(e)
RaWad oreranpt
tu"tlon In°°
(am k0buetbm.)
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 Dividends and interest from securities . . . .
. . .
5 Not rental income or (loss) from real estate:
a Debt-financed property . . . . . . . . . . .
14
44 807
18
4 302
.
b 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 . . . . . .
11 Other revenue:
a
b
C
d
a
12 Subtotal. Add columns (b), (d), and (a) . . . . . .
13 Total. Add line 12. columns (b). (d), end (e) . . . .
. . .
.
.
.
.
.
.
.
0
. . . . . . .
49, 1091
.
. . .
. .
13
0
49.109
age B . 991
41V2013 10:28:08 AM - 5119891372 - 6428 - WWS - BROUGHTON WAND MARION R CONNELL
fam 95QPF (2012)
BROUGHTON W AND MARION R CONNELL
63-6154691
IMIEF Infomtation Regarding Transfers To and Transactions 'and Relationships With Noncharitable
I
pop 13
Did the organization directly or indirectly engage in any of the following with any other organization described
in section 501(c) of the Code (other than section 501(c)(3) organizations) or In section 527, relating to political
organizations?
a Transfers from the reporting foundation to a noncharitable exempt organization of.
(1) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Other transactions:
(1) Sales of assets to a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . .
(2)
(3)
(4)
(5)
Purchases of assets from a noncharitable exempt organization
Rental of facilities , equipment, or other assets . . . . . . .
Reimbursement arrangements . . . . . . . . . . . . .
Loans or loan guarantees . . . . . . . . . . . . . . .
. . .
. . .
. . .
. . .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. . .
. . .
. . .
. . .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. . .
. . .
. . .
. . .
(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . .
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . . .
1a 1
l a(2)1
1
1b 1
1b
1b
1b
1b
2
3
4
3
1 b(S)
1c
d If the answer to any of the above is 'Yes' complete the following schedule. Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market
value in any transaction or sharing arrangement, show in column (d) the value of the goods , other assets, or services received.
described in section 501(c) of the Code (other than section 501 (c)(3)) or in section 527? . . . .
b If "Yes," complete the following schedule.
(U Nan. of orgmf atbn
Sign
Here
(b) T ps of ag.nIce ion
. .
.
❑ Yes ® No
(et DewWen of robebnmhip
Unft WANn d reap. I dodo If I hm nm*M ab n
bdz% mm^i .i Vq id5iu ad rVwnrnb d b Yr b it d ui drwb 0 od 11*1, b i hm.
creel. ad o^
Oedvmilon d pnPnr (dhr Orgy is s u,) s bws0 ai dt bbmalbn d Wft p surIsu any kmvft%L
M.y 1M IRS di
, C' 0, Ate
Sct
SVP Wells Fargo Bank N.A1
ire at oslar or bimiss
PrinVrypw Pnparo^ nartr
Paid
Preparer
Use Only
JOSEPH J. CASTRIANO
Fjfflft
""a
"
41112013
psis
Pr^arnrs dgntluro
fhb rowm
dw P"P°rar shown bsbw (w
4/1/2013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Recipient( s) paid during the year
Name
TROY UNIVgRSITY DOTHAN
Street
Name
Street
Name
Street
Name
Street
Name
Street
Name
Street
04B.001
4111201310:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Pat 1. Una 8 (920-PFl - Gah ass (coca Suit of Asst Ottwf Than
, 0710r
Gar
TONIC
Anrft
L,aq Tons cm mwamom
LIM Tun
X
EO
ARTIO IN
F
ERNA71
0777
31
A1E FUND Q.a
TE
DO:1
11100 REAA
x
X
Y
PRIG
7
DY
acwc
W
8
I^
1
7NaooS
7
EMIFR FI
I
0f
1 111
MM7
Mff V10
ffmoviE
f
f
t!
7
is
212
-VMrs
f
X
X
W
Ire
G
EN !A
ASu1 IlRERM
.
DOW
Coda
1
f24. s
7M0244 2
7
15711Oi07
411
7
gmLbfs-
PAM
MArd
F
LA
f
Aaqu
Diu
PI
IU PM N
274,018
4.30
a
o
Eipwa.
nd
cm
Chm* 7P If
Padarr
Y■
x
to irib
1
Derr
0
rar
m
CNlrl COMMILSIONS
f
I11
7
1V1
7
7t
7
1
1
7217
7ZI7
1
tt
_
12 1
trt
7
21 .701
7217
I '1
f
a^a
--K
■
• 7
fds
•1
4
7:0
1
7
L021
lam
Wil l
1
7
Moving
31
7
1
Vd=§M
4
142171
7
a
41112013 10:26:08 AM - 5119891372 - 6428 - WNS - BROUGHTON W AND MARION R CONNELL
Part I. Line 16b (990-PF) - Accounting Fees
3 MIR
o
0
3.088
Disbursements
Descri ption
1
TAX PREP FEES
Revenue and
Expenses per
Books
3,088
Net Investment
Income
Adjusted Net
Income
for Charitable
Purposes
Cash Basis On
3 ,086
648.001
41112013 10:26 :08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Part I, Line 18 (990-PF) - Taxes
•
Description
I
2
FOREIGN TAX WITHHELD
ESTIMATED EXCISE PAYMENTS
1.698
Revenue
and Expenses
r Books
397
1 ,299
397
Net Investment
Income
0
0
Adjusted
Net Income
Disbursements
for Charitable
Pu
397
04 B .4101
4111201310: 26:08 AM - 5119891372 - 6428 - W{NS - BROUGHTON WAND MARION R CONNELL
Part II, Line 13 (990-PF) - Investments - Other
1 -Un AIR
Asset Description
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
w
a
C
Fd
T ROWE PRICE EQUITY INCOME 71
TEMPLETON FOREIGN FD - ADV 604
DREYFUSITHE BOSTON CO SIC -16941
WF ADV INDEX FUND-ADMIN 88
PIMCO MODERATE DURATION-INST 120
RTIO TOTAL RETURN BD FD CL 11524
RTIO GLOBAL HIGH INCOME-I 1525
ING INTERNATIONAL REAL EST-t 2664
M INTERNATIONAL GROWTH -Y 8516
PIMCO EMERG MKTS BD-INST 137
WELLS FARGO INTL ADV FUND-IS 4705
CRM MID CAP VALUE FD-INSTL 32
PIMCO COMMODITY REAL RET STRAT-1419
WESTERN ASSET INTERM BOND PTF-I 2
ANGUARD REIT VIPER
ELLS FARGO ADV SP SIC VA-IS 4143
WF ADV ENDEAVOR SELECT-I 3124
SSGA EMERGING MARKETS FD S 1510
Basis of
Valuation
Book Value
Sea. of Year
1 12M Rni
Book Value
End of Year
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
50,904
40,000
33 .000
20.000 1
206 , 815
100,000
114 442
59,236
45,000
49.529
56.7`12 1
68000
94.437
143.7471
50.2001
30,0001
54 246
44 473
1 _"9 nnA
FMV
End of Year
70,497
40,000
34 .575
19, 5801
216, 14
110, 217
109. 753
".318
45345
75846
62. 197
75, 508
61 ,820
155,470
50, 337
30,648
79 091
40664
4/112013 10:26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
'Part III (990-PF) - Changes in Net Assets or Fund Balances
1
2
1
2
111
2.032
I Mutual Fu d & CTF Income Subtraction
2 Total
1
2
3.640
3.640
?4B.®B1
411/201310:26:08 AM - 5119891372.6428 - WWS - BROUGHTON WAND MARION R CONNELL
Pad IV (NO-PF) - CmItaI Going and Leewa for Tax on InwaI,nent IncNne
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4/1/201310 :26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
Part VIII Line I (990.PF) - Compensation of Officers Directors. Trustees and Foundation Managers
ChKk"XN
Y embs
X
101N kId
f .bFwaoe.IIEN.ATh11 T111 1
1
2
a
I
w
a
a
1.6
ien Ml. E VACti 13
A
Cad
19106.2112
Fn
T
TRUSTEE
Avg Wn
P,r Wwk
4.00
E
.
Amount
12.014
0
0
4/112013 10 :26:08 AM - 5119891372 - 6428 - WWS - BROUGHTON W AND MARION R CONNELL
'Part VI. Line 6a (990-PF) - Estimated Tax Payments
Amount
Dote
I
2
3
4
5
8
7
Credit from prior year return . . . . .
First quarter estimated tax payment . .
Second quarter estimated tax payment .
Third quarter estimated tax payment . .
Fourth quarter estimated tax payment .
Other payments . . . . . . . . . .
Total
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. . .
. . .
.
. .
. . .
. .
1213112012
1
2
3
4
5
6
7
48
1.299
0
1.347
110 4 B .0-91