Return of Private Foundation OMB No {)052 or Section 4947(a)(1) Trust Treated as Private Foundation

Transcription

1 Form 990-PF Return of Private Foundation OMB No {)052 or Setion 4947(a)(1) Trust Treated as Private Foundation 2013.,. Do not enter Soial Seurity numers on this form as it may e made puli. Nameoffoundation THE COLGAN FAMIL Y Information aout Form 990-PF and its se FOUNDATION aka C 0 GRIMLEY ACCOUNTING Numer and street (or P.O. ox numer if mail is not delivered to street address) 108 HUNT CLUB DRIVE City or town, state or provine, ountry, and ZIP or foreign postal ode Colle evill e, PA Room/suite A Employer identifiation num er f. B Telephone numer (see instrutions) (610) C If exemption appliation is pending, hek here G Chek all that apply: Initial return Initial return of a former puli harity D 1. Foreign organizations, hek here Final return Amended return Arual 2. Foreign organizations meeting the 85% test, hek here and attah omputation E If private foundation status was terminated under setion 507()(1 }(A ), hek here F If the foundation is in a 60-month termination under setion 507()(1 )(B), hek here.... o... o... o... o (a) Revenue and expenses per ooks () Net investment inome () Adjusted net inome Sa Q) 6a :I :: Q) > 7 Q) ~ a Q), :: 15 Q) 16a Q. )( w Q) > ;; 17 IV....!!! -18 :: e 19 "C 20 <( "C 21 :: IV 22 Cl :: 23 ;; IV Q) Q a Gross sales prie for all assets on line 6a Capital gain net inome (from Part IV, line 2) Net short-term apital gain Inome modifiations.. Gross sales less returns and allowanes Less: Cost of goods sold... Gross profit or (loss) (attah shedule) Other inome (attah shedule)... Total. Add lines 1 11 Compensation of offiers, diretors, trustees, et Other employee salaries and wages Pension plans, employee enefits Legal fees (attah shedule)... Aounting fees (attah shedule). Other professional fees (attah shedule) Interest Taxes (attah shedule) (see instrutions) Depreiation (attah shedule) and depletion Oupany Travel, onferenes, and meetings Printing and puliations..... Other expenses (attah shedule) STM1 03 Total operating and administrative expenses. Ad d lines 13 through Contriutions, gifts, grants paid Total and disursements. Add lines 24 and 25 Sutrat line 26 from line 12: Exess of revenue over expenses and disursements Net investment inome (if negative, enter -0-) For Paperwork Redution At Notie, see instrutions. Form 990-PF (2013)

2 Form 990-PF THE COLGAN FAMILY FOUNDATION l iip'~ iiuj flj -Q) flj flj :( Balane Sheets Attahed shedules and amounts in the desription olumn should e for end-<>f-year amounts only. (See instrutions.) Cash - non-interest-earing Savings and temporary ash investments Aounts reeivale ~ Less: allowane for doutful aounts ~ Pledges reeivale ~ Less: allowane for doutful aounts ~ Grants reeivale Reeivales due from offiers, diretors, trustees, and other disqualified persons (attah shedule) (see instrutions) Other notes and loans reeivale (attah shedule) ~ Less: allowane for doutful aounts ~ Inventories for sale or use Prepaid expenses and deferred harges 10a Investments- U.S. and state government oligations (attah shedule} f lnvestments- orporate stok (attah shedule} STM13 7 Investments - orporate onds (attah shedule) 11 Investments - land, uildings, and equipment: asis ~ Less: aumulated depreiation (attah shedule) ~ Investments -mortgage loans Investments - other (attah shedule} 14 Land, uildings, and equipment: asis ~ flj Q) ~ :0 111 :J flj Q) g 24 ~ 25 m 26 "'C :I u J!l 28 Q) :l 29 :( - 30 Q) z 31 Less: aumulated depreiation (attah shedule) ~ Other assets (desrie ~ Total assets (to e ompleted y all filers- see the instrutions. Also, see Aounts payale and arued expenses Grants payale Deferred revenue Loans from offiers, diretors, trustees, and other disqualified persons Mortgages and other notes payale (attah shedule}..... Total liailities Foundations that follow SFAS 117, hek here and omplete lines 24 through 26 and lines 30 and 31. Unrestrited..... Temporarily restrited Permanently restrited..... Foundations that do not follow SFAS 117, hek here and omplete lines 27 through 31. Capital stok, trust prinipal, or urrent funds Paid-in or apital surplus, or land, ldg., and equipment fund Retained earnings, aumulated inome, endowment, or other funds Total net assets or fund alanes (see instrutions)... Total liailities and net assets/fund alanes (see 344, ,503 Total net assets or fund alanes at eginning of year - Part II, olumn (a), line 30 (must agree with end-of-year figure reported on prior year's return ) 2 Enter amount from Part I, line 27a Other inreases not inluded in line 2 (itemize) ~ Add lines 1, 2, and Dereases not inluded in line 2 (itemize) ~ 6 Total net assets or fund alanes at end of line 30 Form 990-PF (2013)

3 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION Page 3 I PartlY I Capital Gains and Losses for Tax on Investment Inome 1a d e a d e a d e () How aquired (a) List and desrie the kind(s) of property sold (e.g., real estate, P-Purhase () Date aquired (d) Date sold 2-story rik warehouse; or ommon stok, 200 shs. MLC Co.) D-Donation (yr., mo., day) (yr., mo., day) (e) Gross sales prie (f) Depreiation allowed (g) Cost or other asis (h) Gain or (loss) (or allowale) plus expense of sale (e) plus (f) minus (g) Complete only for assets showing gain in olumn {h) and owned y the foundation on 12/31/69 (I) Gains (Col. (h) gain minus (i) F.M.V. as of 12/31 /69 OJ Adjusted asis (k) Exess of ol. (i) o l. (k), ut not less than -0-) or as of 12/31/69 over ol. (j), if any Losses (from ol. (h)} 2 Capital gain net inome or (net apital loss) { If gain, also enter in Part I, line 7 } If (loss), enter -0- in Part I, line Net short-term apital gain or (loss) as defined in setions 1222(5) and (6): If gain, also enter in Part I, line 8, olumn () (see instrutions). If {loss), enter -0- in } Part I, line 8 3 I Raft VI Qualifiation Under Setion 4940(e) for Redued Tax on Net Investment Inome (For optional use y domesti private foundations sujet to the setion 4940(a) tax on net investment inome.) If setion 4940(d){2) applies, leave this part lank. Was the foundation liale for the setion 4942 tax on the distriutale amount of any year in th e ase period? DYes D If "Yes," the foundation does not qualify under setion 4940(e). Do not omplete this part. 1 Enter the appropriate amount in eah olumn for eah year see the instrutions efore making any entries (a) (d) Base period years () () Distriution ratio Calendar year (or tax year eginning in) Adjusted qualifying distriutions Net value of nonharitale-use assets (ol. () divided y ol. ()) No 2 3 Total of line 1, olumn {d). 2 Average distriution ratio for the 5-year ase period -divide the total on line 2 y 5, or y the numer of years the foundation has een in existene if less than 5 years Enter the net value of nonharitale-use assets for 2013 from Part X, line 5 4 Multiply line 4 y line Enter 1% of net investment inome (1% of Part I, line 27) 6 7 Add lines 5 and Enter qualifying distriutions from Part XII, line 4 8 If line 8 is equal to or greater than line 7, hek the ox in Part VI, line 1, and omplete that part using a 1% tax rate. See the Part VI instrutions. Form 990-PF (20 13)

4 Exempt operating foundations desried in setion 4940(d)(2), hek here..,. and enter "N/A" on line 1.} Date of ruling or determ1nat1on letter: Domesti foundations that meet the setion 4940(e) requirements in Part V, hek (attah opy of letter if neessary-see instrutions) here..,. 0 and enter 1% of Part I, line All other domesti foundations enter 2% of line 27. Exempt foreign organizations enter 4% of Part I, line 12, ol. (). Tax under setion 511 (domesti setion 494 7(a)(1) trusts and taxale foundations only. Others enter -0-) Add lines 1 and 2 Sutitle A (inome) tax (domesti setion 4947(a)(1) trusts and taxale foundations only. Others enter -0-) Tax ased on investment inome. Sutrat line 4 from line 3. If zero or less, enter -0- Credits/Payments: a 2013 estimated tax payments and 2012 overpayment redited to 2013 Exempt foreign organizations -tax withheld at soure Tax paid with appliation for extension of time to file (Form 8868) d Bakup withholding erroneously withheld Total redits and payments. Add lines 6a through 6d 0 Enter any penalty for underpayment of estimated tax. Chek here 0 if Form 2220 is attahed. Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 11 Enter the amount of line 10 to e: Credited to 2014 estimated tax..,. Refunded 1a During the tax year, did the foundation attempt to influene any national, state, or loal legislation or did it partiipate or intervene in any politial ampaign? Did it spend more than $100 during the year (either diretly or indiretly) for politial purposes (see instrutions for the definition)? If the answer is "Yes" to 1 a or 1, attah a detailed desription of the ativities and opies of any materials pulished or distriuted y the foundation in onnetion with the ativities. Did the foundation file Form 1120-POL for this year? d e Enter the amount (if any) of tax on politial expenditures (setion 4955) imposed during the year: (1) On the foundation...,. $ (2) On foundation managers...,. $ Enter the reimursement (if any) paid y the foundation during the year for politial expenditure tax imposed on foundation managers...,. $ 2 Has the foundation engaged in any ativities that have not previously een reported to the IRS?.... If "Yes," attah a detailed desription of the ativities. 3 Has the foundation made any hanges, not previously reported to the IRS, in its governing instrument, artiles of 4a inorporation, or ylaws, or other similar instruments? If "Yes," attah a onformed opy of the hanges Did the foundation have unrelated usiness gross inome of $1,000 or more during the year? If "Yes," has it filed a tax return on Form 990-T for this year? Was there a liquidation, termination, dissolution, or sustantial ontration during the year? If "Yes," attah the statement required y General Instrution T. 6 Are the requirements of setion 508(e) (relating to setions 4941 through 4945) satisfied either: By language in the governing instrument, or By state legislation that effetively amends the governing instrument so that no mandatory diretions that onflit with the state law remain in the governing instrument? Did the foundation have at least $5,000 in assets at any time during the year? If "Yes: omplete Part 11. ol. (), and Part xv Sa Enter the states to whih the foundation reports or with whih it is registered (see instrutions)..,. PA If the answer is "Yes" to line 7, has the foundation furnished a opy of Form 990-PF to the Attorney General (or designate) of eah state as required y General Instrution G? If "No," attah explanation 9 Is the foundation laiming status as a private operating foundation within the meaning of setion 49420)(3) or 49420)(5) for alendar year 2013 or the taxale year eginning in 2013 (see instrutions for Part XIV)? If "Yes," omplete Part XIV Did any persons eome sustantial ontriutors during the tax year? If "Yes," attah a shedule listing their names and addresses X STM X Form 990-PF (2013)

5 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION Page 5 IP.irtVUP:Al Statements Regarding Ativities (ontinued) 11 At any time during the year, did the foundation, diretly or indiretly, own a ontrolled entity within the meaning of setion 512()(13)? If "Yes," attah shedule (see instrutions) 11 X 12 Did the foundation make a distriution to a donor advised fund over whih the foundation or a disqualified person had advisory privileges? If "Yes," attah statement (see instrutions) 12 X 13 Did the foundation omply with the puli inspetion requirements for its annual returns and exemption appliation? 13 X Wesite address ~ www. o1ganfamilyfoundation. ORG 14 The ooks are in are of ~ _S_EAN C_O_L_G_AN Telephone no. ~ Loated at ~ 1001 HARBOR DRIVE, DELRAY BEACH, FL ZIP+4 ~ :..::..C::...C..:..----~-----;o= 15 Setion 4947(a)(1) xempt haritale trusts filing Form 990-PF in lieu of Form 1041-Chek here... and enter the amount of tax-exempt interest reeived or arued during the year ~ 16 At any time during alendar year 2013, did the foundation have an interest in or a signature or other authority over a ank, seurities, or other finanial aount in a foreign ountry? See the instrutions for exeptions and filing requirements for Form TD F If "Yes," enter the name of the ~ 1a File Form 4720 if any item is heked in the "Yes" olumn, unless an exeption applies. During the year did the foundation (either diretly or indiretly): (1) Engage in the sale or exhange, or leasing of property with a disqualified person? 0 Yes [R] No (2) Borrow money from, lend money to, or otherwise extend redit to (or aept it from) a disqualified person? (3) Furnish goods, servies, or failities to (or aept them from) a disqualified person? (4) Pay ompensation to, or pay or reimurse the expenses of, a disqualified person? (5) Transfer any inome or assets to a disqualified person (or make any of either availale for the enefit or use of a disqualified person)? (6) Agree to pay money or property to a government offiial? (Exeption. Chek "No" if the foundation agreed to make a grant to or to employ the offiial for a period after I Yes Yes Yes No No No 0 Yes [R] No termination of government servie, if terminating within 90 days.) Yes [R] No If any answer is "Yes" to 1a(1 )-(6), did any of the ats fail to qualify under the exeptions desried in Regulations setion (d)-3 or in a urrent notie regarding disaster assistane (see instrutions)? Organizations relying on a urrent notie regarding disaster assistane hek here Did the foundation engage in a prior year in any of the ats desried in 1 a, other than exepted ats, that were not orreted efore the first day of the tax year eginning in 2013? 2 Taxes on failure to distriute inome (setion 4942) (does not apply for years the foundation was a private operating foundation defined in setion 49420)(3) or 49420)(5)): a At the end of tax year 2013, did the foundation have any undistriuted inome (lines 6d and 6e, Part XIII) for tax year(s) eginning efore 2013? Yes 0 No If "Yes," list the years ~ Are there any years listed in 2a for whih the foundation is not applying the provisions of setion 4942(a)(2) (relating to inorret valuation of assets) to the year's undistriuted inome? (If applying setion 4942(a)(2) to all years listed, answer "No" and attah statement- see instrutions.) If the provisions of setion 4942(a)(2) are eing applied to any of the years listed in 2a, list the years here. 3a ~ Did the foundation hold more than a 2% diret or indiret interest in any usiness enterprise at any time during the year? Yes [R] No If "Yes," did it have exess usiness holdings in 2013 as a result of (1) any purhase y the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved y the Commissioner under setion 4943()(7)) to dispose of holdings aquired y gift or equest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Shedule C, Form 4720, to determine if the foundation had exess usiness holdings in 2013.) a Did the foundation invest during the year any amount in a manner that would jeopardize its haritale purposes? Did the foundation make any investment in a prior year (ut after Deemer 31, 1969) that ould jeopardize its haritale that had not een removed from efore the first of the tax in 2013? Form 990-PF (2013)

6 6a During the year did the foundation pay or inur any amount to : (1) Carry on propaganda, or otherwise attempt to influene legislation (setion 4945(e))? (2) Influene the outome of any speifi puli eletion (see setion 4955); or to arry on, diretly or indiretly, any voter registration drive? (3) Provide a grant to an individual for travel, study, or other similar purposes? (4) Provide a grant to an organization other than a haritale, et., organization desried in setion 509(a)(1 ), (2), or (3), or setion 4940(d)(2)? (see instrutions) (5) Provide for any purpose other than religious, haritale, sientifi, literary, or eduational DYes ~No DYes~ No purposes, or for the prevention of ruelty to hildren or animals? D Yes ~ No If any answer is "Yes" to 5a(1 )-(5), did any of the transations fail to qualify under the exeptions desried in Regulations setion or in a urrent notie regarding disaster assistane (see instrutions)? Organizations relying on a urrent notie regarding disaster assistane hek here.... If the answer is "Yes" to question 5a(4), does the foundation laim exemption from the tax eause it maintained expenditure responsiility for the grant? DYes D No If "Yes," attah the statement required y Regulations setion (d). Did the foundation, during the year, reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat? DYes ~No Did the foundation, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat? If "Yes" to 6, file Form At any time during the tax year, was the foundation a party to a prohiited tax shelter transation? DYes~ No List all offiers. diretors. trustees. foundation managers and their ompensation (see instrutions) () Title, and average () Compensation (d) Contriutions to (a) Name and address hours per week (If not paid, employee enefit plans devoted to position enter -0-) and deferred ompensation SEAN COLGAN PI RECTOR (e) Expense a=unt, other allowanes 0 2 Compensation of five highest-paid employees (other than those inluded on line 1 -see instrutions). If, enter "" {a) Name and address of eah employee paid more than $50,000 {d) Contriutions to () Title. and average employee enefit hours per week () Compensation plans and deferred devoted to position ompensation (e) Expense a=unt, other allowanes Total numer of other employees paid over $50,000. ~ 0 Form 990-PF (2013)

7 Form 990-PF (2013) THE COLGAN FAMILY FOUNDAT I ON Page7 IP:irt:VUtl Information Aout Offiers, Diretors, Trustees, Foundation Managers, Highly Paid Employees, and Contrators (ontinued) 3 Five highest-paid independent ontrators for professional servies (see instrutions) If enter " " ' (a) Name and address of eah person paid more than $50,000 () Type of servie () Compensation Total numer of others reeiving over $50,000 for professional servies ~ I P.~rtJl & I Summary of D1ret Chantale Ativities List the foundation's four largest diret haritale ativities during the tax year. Inlude relevant statistial information suh as the numer of organizations and other enefiiaries served, onferenes onvened, researh papers produed, et. 1 Expenses I P'$.1lX+SJ Summary of Program-Related Investments (see instrutions) 1 Desrie the two largest program-related investments made y the foundation during the tax year on lines 1 and 2. Amount 2 All other program-related investments. See instrutions. 3 Total. Add lines 1 through 3 ~ Form 990-PF (201 3)

8 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION Page 8 I~ XI Minimum Investment Return (All domesti foundations must omplete this part. Foreign foundations, see instrutions. Fair market value of assets not used (or held for use) diretly in arrying out haritale, et., purposes: a Average monthly fair market value of seurities... Average of monthly ash alanes Fair market value of all other assets (see instrutions) d Total (add lines 1a,, and ) e Redution laimed for lokage or other fators reported on lines 1 a and 1 (attah detailed explanation ) Aquisition indetedness appliale to line 1 assets Sutrat line 2 from line 1d Cash deemed held for haritale ativities. Enter 1 1/2% of line 3 (for greater amount, see instrutions) Net value of nonharitale-use assets. Sutrat line 4 from line 3. Enter here and on Part V, line 4 6 Minimum investment return. Enter 5% of line Distriutale Amount (see instrutions) (Setion 4942U)(3) foundations and ertain fo nizations hek here.,. Minimum investment return from Part X, line a Tax on investment inome for 2013 from Part VI, line 5 Inome tax for (This does not inlude the tax from Part VI.) Add lines 2a and Distriutale amount efore adjustments. Sutrat line 2 fro m line 1 4 Reoveries of amounts treated as qualifying distriutions 5 Add lines 3 and Dedution from distriutale amount (see instrutions) 7 Distriutale amount as adjusted. Sutrat line 6 from line 5. Enter here and on Part XIII, line 1. IP.$.1XUI Qualifying Distriutions (see instrutions) Amounts paid (inluding administrative expenses) to aomplish haritale, et., purposes: a Expenses, ontriutions, gifts, et. - total from Part I, olumn (d), line Program-related investments -total from Part IX-B 2 Amounts paid to aquire assets used (or held for use) diretly in arrying out haritale, et., purposes 3 Amounts set aside for speifi haritale projets that satisfy the: a Suitaility test (prior IRS approval required) Cash distriution test (attah the required shedule) Qualifying distriutions. Add lines 1 a through 3. Enter here and on Part V, line 8, and Part XIII, line 4 5 Foundations that qualify under setion 4940(e) for the redued rate of ta x on net investment inome. 6 Enter 1% of Part I, line 27 (see instrutions) Adjusted qualifying distriutions. Sutrat line 5 from line 4 Note. The amount on line 6 will e used in Part V, olumn (), in susequent years when alulating whether the foundation qualifies for the setion 4940(e) redution of tax in those years. 1e Form 990-PF (2013)

9 Distriutale amount for 2013 from Part XI, line 7 2 Undistriuted inome, if any, as of the end of 201 3: a Enter amount for 2012 only Total for prior years: 3 Exess distriutions arryover, if any, to 2013: a From 2008 From 2009 From 2010 d From e From 2012 f Total of lines 3a through e Qualifying distriutions for 2013 from Part XI I, line4: ~ $ a Applied to 2012, ut not more than line 2a Applied to undistriuted inome of prior years (Eletion required- see instrutions) Treated as distriutions out of orpus (Eletion required - see instrutions) d Applied to 2013 distriutale amount..... e Remaining amount distriuted out of orpus.. 5 Exess distriutions arryover applied to 2013 (If an amount appears in olumn (d), the same amount must e shown in olumn (a).) 6 Enter the net total of eah olumn as indiated elow: a Corpus. Add lines 3f, 4, and 4e. Sutrat line 5 Prior years' undistriuted inome. Sutrat line 4 from line Enter the amount of prior years' undistriuted inome for whih a notie of defiieny has een issued, or on whih the setion 4942(a) tax has een previously assessed d Sutrat line 6 from line 6. Taxale e amount - see instrutions Undistriuted inome for Sutrat line 4a from line 2a. Taxale amount - see instrutions Undistriuted inome for Sutrat lines 4d and 5 from line 1. This amount must e distriuted in Amounts treated as distriutions out of orpus to satisfy requirements imposed y setion 170()(1 )(F) or 4942(g)(3) (see instrutions) 8 Exess distriutions arryover from 2008 not applied on line 5 or line 7 (see instrutions) 9 Exess distriutions arryover to Sutrat lines 7 and 8 from line 6a 1 0 Analysis of line 9: a Exess from 2009 Exess from 2010 Exess from 2011 d Exess from 2012 e Exess from 2013 (d) Form 990-PF (2013)

10 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION Page 10 1Ri6XIYI Private Operating Foundations (see instrutions and Part VIl-A, question 9) 1a If the foundation has reeived a ruling or determination letter that it is a private operating foundation, and the ruling is effetive for 2013, enter the date of the ru ling Chek ox to indiate whether the foundation is a private operating foundation desried in setion n 4942Ul(3l or I I4942Ul(5l 2a Enter the lesser of the adjusted net Tax year Prior 3 years inome from Part I or the minim um (e) Total (a) 2013 () 2012 () 2011 (d) 2010 investment return from Part X for eah year listed 85% of line 2a Qualifying distriutions from Part XII, line 4 for eah year listed ~ I d e Amounts inluded in line 2 not used diretly for ative ondut of exempt ativities Qualifying distriutions made diretly for ative ondut of exempt ativities. Sutrat line 2d from line 2 3 Complete 3a,, or for the alternative test relied upon: a "Assets" alternative test- enter: (1) Value of all assets (2) Value of assets qualifying under setion 4942U)(3)(B)(i) "Endowment" alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for eah year listed "Support" alternative test - enter: (1) Total support other than gross investment inome (interest, dividends, rents, payments on seurities loans (setion 512(a)(5)), or royalties) (2) Support from general puli and 5 or more exempt organizations as provided in setion 4942U)(3)(B)(iii) (3) Largest amount of support from an exempt organization (4) Gross investment inome IRiHXVI Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any t1me dunng the year- see mstrut1ons.) a Information Regarding Foundation Managers: List any managers of the foundation who have ontriuted more than 2% of the total ontriutions reeived y the foundation efore the lose of any tax year (ut only if they have ontriuted more than $5,000). (See setion 507(d)(2).) SEAN P. COLGAN, List any managers of the foundation who own 10% or more of the stok of a orporation (or an equally large portion of the ownership of a partnership or other entity) of whih the foundation has a 10% or greater interest. SEAN P COLGAN, 2 Information Regarding Contriution, Grant, Gift, Loan, Sholarship, et., Programs: Chek here ~ [KJ if the foundation only makes ontriutions to preseleted haritale organizations and does not aept unsoliited requests for funds. If the foundation makes gifts, grants, et. (see instrutions) to individuals or organizations under other onditions, omplete items 2a,,, and d. a The name, address, and telephone numer or of the person to whom appliations should e addressed: The form in whih appliations should e sumitted and information and materials they should inlude: Any sumission deadlines: d Any restritions or limitations on awards, suh as y geographial areas, haritale fields, kinds of institutions, or other fators: Form 990-PF (2013)

11 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION ! P~ntX:V : I Supplementary Information (ontinued) 3 Grants and Contriutions Paid Durmg the Year or Approved for Future Payment Reipient Name and address (home or usiness) a Paid during the year Florida Atlanti University 777 Glades Road Boa Raton, FL If reipient is an individual, show any relationship to any foundation manager or sustantial ontriutor Foundation status of reipient Purpose of grant or ontriution Higher Eduation Amount Page 11 23,000 J W Hallahan High Shool 311 North 19th Street Philadelphia, PA High Eduation 3,000 Lawrene Catholi Aademy 101 Parker St Lawrene, MA High Eduation 3,825 Ohio University Irvine Hall228 Athens, OH Higher Eduation 25,000 St Lawrene University 23 Romoda Drive Canton, NY Higher Eduation 9,400 University of Puget Sound 1500 N Warner St Taoma, WA Higher Eduation 500 National Rowing Foundation 67 Mysti Road North Stonington, CT supporting rowing 47,750 Vesper Boat Clu 10 Kelly Drive Philadelphia, PA supporting rowing 4,600 Total Approved for future payment a Total ,. 3 Form 990-PF (2013)

12 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION lpihxvj Supplementary Information (ontinued) 3 Grants and Contriutions Paid During the Year or Approved for Future Payment If reipient is an individual, show any relationship to Reipient ---:-:------,-----,,-:---, ,----,---.,----! any foundation manager Name and address (home or usiness) orsustantial ontnutor a Paid during the year Steve Nezypor Regatta Boathouse Row Philadelphia, PA q Foundation status of reipient Purpose of grant or ontriution supporting rowing Amount Page Northern Chautauqua Community Fund 212 Lake Shore Drive Dunkirk, NY support for a polie offier family 5,000 Power of Ten Philadelphia, PA supporting rowing 250 St Joseph's University 5600 City Ave Philadelphia, PA Higher Eduation 250 St Vinent Ferrer Roman Catholi Atlanti Ave Delray Beah, FL Catholi Support 650 United States Olympi Assoiation Broad street Philadelphia, PA support amerian olympis 1,100 Corpus Christi Churh Red Cedar Rd Tahoe City, CA Catholi Support 150 GULF STREAM SCHOOL 3600 GULFSTREAM RD Delray Beah, FL HIGHER EDUCATION 3,600 Total Approved for future payment.. ~ 3a Total ~ 3 Form 990-PF (2013)

13 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION IP'-dXV l Supplementary Information (ontinued) 3 Grants and Contriutions Paid Durmg the Year or Approved for Future Payment Reipient Name and address (home or usiness) a Paid during the year LASALLE COLLEGE HIGH SCHOOL FUND 8605 CHELTENHAM AVE Glenside, PA If reipient is an individual, show any relationship to any foundation manager or sustantial ontriutor Foundation status of reipient Purpose of grant or ontriution HIGHER EDUCATION Amount Page 11 1,025 NEWMANN CENTER UNIV OF PENN 3720 CHESTNUT ST Philadelphia, PA HIGHER EDUCATION 1,000 OHIO UNIVERSITY FOUNDATION PO BOX 869 Athens, OH HIGHER EDUCATION 3,000 ST FRANCIS XAVIER SCHOOL 641 N 24TH STREET Philadelphia, PA HIGHER EDUCATION 1,000 FRIENDS OF HANOVER CREW PO BOX 855 Hanover, NH SUPPORTING ROWING 1,200 SCHUYLKILL NAVY OF PHILADELPHIA 4 KELLY DRIVE BOATHOUSE ROW Philadelphia, PA SUPPORTING ROWING 1,000 WILMINGTON YOUTH ROWING ASSOC 500 E FRONT ST Wilmington, DE SUPPORTING ROWING 500 AMERICAN 300 WWW- AMERICAN300 ORG Philadelphia, PA SUPPORTING AMERICAN SOLDIERS 4,000 Total Approved for future payment ''' ' ' ' ' ' ' ' ' ~ 3a Total ~ 3 Form 990-PF (2013)

14 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION IPIHXV I Supplementary Information (ontinued) 3 Grants and Contriutions Paid During the Year or Approved for Future Payment If reipient is an individual, show any relationship to Reipient ---;-:-----:----;--;-----;:------;-- ;----,----i any foundation manager Name and address (home or usiness) orsustantialontnutor a Paid during the year SARI CENTER FOR CANCER CARE 3401 PGA BLVD 200 Palm Beah Gardens, FL Foundation status of reipient Purpose of grant or ontriution CARE FOR CANCER PATIENTS Amount Page PENNSUVANIA GAZATTE 3910 CHESTNUT ST 3RD FL Philadelphia, PA HIGHER EDUCATION 25 ST JUSTIN MARTY CHURCH OVERSEAS HIGHWAY Key Largo, FL CATHOLIC SUPPORT 100 SULLIVAN COUNTY SCHOLARSHIP BEECH AND SOUTH STS Laporte, PA SCHOLARSHIP 250 BOCA RATON MUSEUM OF ART 501 PLAZA OF THE REAL Boa Raton, FL SUPPORT THE ARTS 100 VARIOUS CHARITES UNDER 100 DOLLARS BROAD ST Philadelphia, PA SUPPORT VARIOUS CHARITIES 19,130 Total ~ Approved for future payment 3a 161,205 Total ~ 3 Form 990-PF (2013)

15 Form 990-PF 13) THE COLGAN FAMILY FOUNDATION Page 12 Analysis of h.....,..,.,.produing Ativities Enter gross amounts unless otherwise indiated. Unrelated usiness inome Exluded y setion 51 2, 51 3, or 514 (e) Related or exempt (a) () () (d) funtion inome Business Amount Exlusion ode Amount (See instrutions.) 1 Program servie revenue: ode a d e f 9 Fees and ontrats from government agenies.. 2 Memership dues and assessments Interest on savings and temporary ash investments 4 Dividends and interest from seurities Net rental inome or (loss) from real estate: 1,,;,,,:..::::::::::::...: a Det-finaned property Not det-finaned property Net rental inome or (loss) from personal property 7 Other investment inome Gain or (loss) from sales of assets other than inventory 9 Net inome or (loss) from speial events.. 10 Gross profit or (loss) from sales of inventory... :..::.::::,::::::.::::.:::::::u:::lt::: 11 Other revenue: a - d e 12 Sutotal. Add olumns (), (d), and (e) Total. Add line 12, olumns (), (d), and (e) t :..: : : 13 1,096 (See worksheet in line 13 instrutions to verify alulations ) IPartXVMal Relationship of Ativities to the Aomplishment of Exempt Purposes Explain elow how eah ativity for whih inome is reported in olumn (e) of Part XVI-A ontriuted importantly to the Line No. aomplishment of the foundation's exempt purposes (other than y providing funds for suh purposes). (See instrutions.)... Form 990-PF (2013)

16 Form 990-PF (2013) THE COLGAN FAMILY FOUNDATION Page 13 IPittXVU j Information Regarding Transfers To and Transations and Relationships With Nonharitale Exem nizations Did the organization diretly or indiretly engage in any of the following with any other organization desried in setion 501 () of the Code (other than setion 501 ()(3) organizations) or in setion 527, relating to politial organizations? a Transfers from the reporting foundation to a nonharitale exempt organization of: d (1) Cash..... (2) Other assets Other transations: (1) Sales of assets to a nonharitale exempt organization (2) Purhases of assets from a nonharitale exempt organization (3) Rental of failities, equipment, or other assets (4) Reimursement arrangements (5) Loans or loan guarantees (6) Performane of servies or memership or fundraising soliitations Sharing of failities, equipment, mailing lists, other assets, or paid employees If the answer to any of the aove is "Yes," omplete the following shedule. Column () should always show the fair market value of the goods, other assets, or servies given y the reporti ng foundation. If the foundation reeived less than fair market value in any transation or sharing arrangement show in olumn (d) the value of the goods other assets or servies reeived (a) Line no. () Amount involved () Name of nonharitale exempt organization (d) Desription of transfers, transations, and sharing arrangements 2a Is the foundation diretly or indiretly affiliated with, or related to, one or more tax-exempt organizations desried in setion 50 1 () of the Code (other than setion 501 ()(3)) or in setion 527? D Yes ~No If "Yes" omplete the following shedule (a) Name of organization () Type of organization () Desriptio n of relationship Sign Under penalties of perjury. I delare that I have examined this retum. inluding aom panyi ng shedules and statements. and to the est of my knowledge and elief. it is true. orret. and omplete. Delaration of preparer (other than taxpayer) is ased on all information of whih preparer has any knowledge. ~SEAN I ~I I May the IRS disuss this retum 'I RECTOR Here p COLGAN with the preparer nown el~ Signature of offier or trus tee Date Title PrinUType preparers name ~ reparer ' s signature Date l Chek ~ if ~TI N Paid E:ugene J Grimley EA ugene J Grimley EA self-employed Pre parer Firm 's name.. Use Only (see inst.)? Yes No Eugene J Grimley EA Firm's EI N.. Firm 's address Hunt Clu Dr Phone no. Collegeville PA Form 990-PF (20 13)

17 Shedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Servie Name of the organization THE COLGAN FAMILY FOUNDATION Organization type (hek one): Shedule of Contriutors OMB No {)047..,. Attah to Form 990, Form 990-EZ, or Form 990-PF...,. Information aout Shedule B (Form 990, 990-EZ, or 990-PF) and its instrutions is at Employer identifiation numer Filers of: Setion: Form 990 or 990-EZ D 501()( ) (enter numer) organization D 4947(a)(1 ) xempt haritale trust not treated as a private foundation D 527 politial organization Form 990-PF!Z] 501()(3) exempt private foundation D 4947(a)(1) xempt haritale trust treated as a private foundation D 501()(3) ta xale private foundation Chek if your organization is overed y the General Rule or a Speial Rule. Note. Only a setion 501 ()(7), (8), or (1 0) organization an hek oxes for oth the General Rule and a Speial Rule. See instrutions. General Rule!Z] For an organization filing Form 990, 990-EZ, or 990-PF that reeived, during the year, $5,000 or more (in money or property) from any one ontriutor. Complete Parts I and II. Speial Rules D For a setion 501 ()(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under setions 509(a)( 1) and 170( )(1 )(A)(vi) and reeived from any one ontriutor, during the year, a ontriution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1 h or (ii) Form 990-EZ. line 1. Complete Parts I and II. D For a setion 501 ()(?), (8), or (1 0) organization filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, total ontriutions of more than $1,000 for use exlusively for religious, haritale, sientifi, literary, or eduational purposes, or the prevention of ruelty to hildren or animals. Complete Parts I, II, and Ill. D For a setion 501 ()(?), (8), or (1 0) organization filing Form 990 or 990-EZ that reeived from any one ontriutor, during the year, ontriutions for use exlusively for religious, haritale, et., purposes, ut these ontriutions did not total to more than $1,000. If this ox is heked, enter here the total ontriutions that were reeived during the year for an exlusively religious, haritale, et., purpose. Do not omplete any of the parts unless the General Rule applies to this organization eause it reeived xlusively religious, haritale, et., ontriutions of $5,000 or more during the year ,.. $ Caution. An organization that is not overed y the General Rule and/or the Speial Rules does not file Shedule B (Form 990, 990-EZ, or 990-PF), ut it must answer "No" on Part IV, line 2, of its Form 990; or hek the ox on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to ertify that it does not meet the filing requirements of Shedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Redution At Notie, see the Instrutions for Form 990, 990-EZ, or 990-PF. Shedule B (Form 990, 990-EZ, or 990-PF) (2013)

18 Shedule B (Form 990, 990-EZ, or 990-PF) (2013) Name of organization THE COLGAN FAMILY FOUNDATION I:Pirt FJ Contriutors (see instrutions). Use dupliate opies of Part I if add itional spae is needed. Page 2 Employer identifiation numer (a) () () (d) No. Name, address, and ZIP + 4 Total ontriutions Type of ontriution 1 SEAN P COLGAN Person [Z] -- Payroll D $ 2 00, 000 Nonash D (Complete Part II for nonash ontriutions.) (a) () () (d) No. Name, address, and ZIP + 4 Total ontriutions Type of ontriution -- Person D Payroll 0 $ Nonash D (Complete Part II fo r nonash ontriutions.) (a) () () (d) No. Name, address, and ZIP + 4 Total ontriutions Type of ontriution -- D Person Payroll D $ Nonash 0 (Complete Part II for nonash ontriutions.) (a) () () (d) No. Name, address, and ZIP+ 4 Total ontriutions Type of ontriution -- D Person Payroll D $ Nonash 0 (Complete Part II for nonash ontriutions.) (a) () () (d) No. Name, address, and ZIP + 4 Total ontriutions Type of ontriution -- Person D Payroll 0 $ Nonash D (Complete Part II fo r nonash ontriutions.) (a) () () (d) No. Name, address, and ZIP + 4 Total ontriutions Type of ontriution -- Person 0 Payroll D $ Nonash D (Complete Part II for nonash ontriutions.) Shedule B (Form 990, 990-EZ. or 990-PF) (2013)

19 Form 8868 (Rev. January 2014) Department of the Treasury Internal Revenue Servie Appliation for Extension of Time To File an Exempt Organization Return.,. File a separate appliation for eah return..,. Information aout Form 8868 and its instrutions is at OMB No If you are filing for an Automati 3-Month Extension, omplete only Part I and hek this ox ,. IZ! If you are filing for an Additional (Not Automati) 3-Month Extension, omplete only Part II (on page 2 of this form). Do not omplete Part II unless you have already een granted an automati 3-month extension on a previously filed Form Eletroni filing (e-file). You an eletronially file Form 8868 if you need a 3-month automati extension of time to file (6 months for a orporation required to file Form 990-T), or an additional (not automati) 3-month extension of time. You an eletronially file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exeption of Form 8870, Information Return for Transfers Assoiated With Certain Personal Benefit Contrats, whih must e sent to the IRS in paper format (see instrutions). For more details on the eletroni filing of this form. visit and lik one-file for Charities & Nonprofits. 1\f'mHi :'l Automati 3-Month Extension of Time. Only sumit original (no opies needed). A orporation required to file Form 990-T and requesting an automati 6-month extension- hek this ox and omplete Part I only o All other orporations (inluding 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file inome tax returns. Type or print File y the due date for fil ing your return. See instrutions. Name of exempt organization or other filer, see instrutions. THE COLGAN FAMILY FOUNDATION Enter filer's identifying numer, see instrutions Employer identifiation numer (EIN) or Numer, street, and room or suite no. If a P.O. ox, see instrutions. Soial seurity numer (SSN ) 108 HUNT CLUB DRIVE City, town or post offie, state, and ZIP ode. For a foreign address, see instrutions. Collegeville, PA Enter the Return ode for the return that this appliation is for (file a separate appliation for eah return ) [Q[i] Appliation Return Appliation Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (orporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form Form 990-T (se. 401 (a) or 408(a) trust) 05 Form Form 990-T (trust other than aove) 06 Form Theooksareintheareof.,. Eugene J Grimley, 108 Hunt Clu Dr, PA Telephone No..,...:..6_1.:..0_-.:..6.:..8.:..8_-.:..3...:1...:6...:5' FAX No If the organization does not have an offie or plae of usiness in the United States, hek this ox... 0 If this is for a Group Return, enter the organization's four digit Group Exemption Numer (GEN) for the whole group, hek this ox ,. 0. If it is for part of the group, hek this ox a list with the names and EINs of all memers the extension is for. ----;:=; I request an automati 3-month (6 months for a orporation required to file Form 990-T) extension of time. If this is..,. 0 and attah until 04-15, 20 E, to file the exempt organization return for the organization named aove. The extension is for the organization's return for:.,. 0 alendar year 20 or.,. IZ!taxyeareginning 09-01, 2013, andending If the tax year entered in line 1 is for less than 12 months, hek reason: 0 Initial return 0 Final return 0 Change in aounting period 3a If this appliation is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundale redits. See instrutions. If this appliation is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundale redits and estimated tax payments made. Inlude any prior year overpayment allowed as a redit. Balane due. Sutrat line 3 from line 3a. Inlude your payment with this form, if required, y using EFTPS (Eletroni Federal Tax Payment System). See instrutions. ' Caution. If you are going to make an eletroni funds withdrawal (diret deit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instrutions. For Privay At and Paperwork Redution At Notie, see Instrutions. Form 8868 (Rev ) 3a $ 3 $ 3 $ 0 0 0

20 Name(s) as shown on return I Federal Supporting Statements 2013 PG 01 Employer Identifiation Numer THE COLGAN FAMILY FOUNDATION Form 990PF, Pa r t I, Line 23 - Other Expenses Shedul e Statement #103 Revenue Net Adjus ted Charitale Desription and expenses investment net inome purpose Pos tage s upp lies IJEB DESIGN AND SUPPORT Totals STM-.LD

21 I Name(s) as shown on return THE COLGAN FAMILY FOUNDATION Federal Supporting Statements Form 990PF, Part VII-A, Line 10 Sustantial Contriutors Shedule 2013 PG 01 Employer Identifiation Numer Statement #114 Name Address SEAN P COLGAN STM.LD

22 I Federal Supporting Statements Name(s) as shown on return THE COLGAN FAMILY FOUNDAT ION Form 990PF, Part II, Line 10() Investments: Corporate Stok Shedule 2013 PG 01 Employer Identifiation Numer Statement #137 Category BOY Book Value EOY FMV Edward Jones 1 00, , ,601 Totals 100, , ,601 STM.LD

23 Name(s) as shown on return I Federal Supporting Statements 2013 PG 01 Employer Identifiation Numer THE COLGAN FAMILY FOUNDATION Form 990PF, Part I, Line 13 - Susidiary Shedule Sus idiary Statement Revenue Net Adjusted Charitale Desription and expenses investment net i nome purpose Aindriu Colgan Diretor fee Totals STM-.LD