MARTIN AND MARY L BOYER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MARTIN AND MARY L BOYER FOUNDATION (EIN 26-0587477)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-12
IRS object ID: 201403169349100820
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-12T10:18:08-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	320077509	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HARRISON & HELD LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W WACKER DR SUITE 1700	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	60606	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	260587477	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARTIN AND MARY L BOYER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	BOYE	BusinessNameControlTxt
Phone	8475641340	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	709 CARLYLE COURT	AddressLine1
City	NORTHBROOK	City
State	IL	State
ZIP Code	60062	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALAN I BOYER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8475641340	PhoneNum
Signature	2014-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARGARET A NAGELA	PreparerPersonNm
PTIN	P00439254	PTIN
Phone	3123321111	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,991,867	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$92	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$92	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$275,658	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$275,658	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$30,865	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$409,153	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$30,865	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$306,615	TotalRevAndExpnssAmt
Total Net Invst Incm	$306,615	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$9,400	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$9,400	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$47,264	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$47,264	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$9,634	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$9,634	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,179	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,179	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$68,477	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$66,298	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,179	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$650,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$650,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$718,477	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$66,298	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$652,179	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$411,862	ExcessRevenueOverExpensesAmt
Net Investment Income	$240,317	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$158,197	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$99,582	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$99,582	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$244,282	CorporateStockBOYAmt
Corporate Stock EOY	$244,282	CorporateStockEOYAmt
Corporate Stock EOYFMV	$220,941	CorporateStockEOYFMVAmt
Other Investments BOY	$10,493,316	OtherInvestmentsBOYAmt
Other Investments EOY	$10,151,203	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$11,671,344	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$5,293	OtherAssetsBOYAmt
Other Assets EOY	-$5,841	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,901,088	TotalAssetsBOYAmt
Total Assets EOY	$10,489,226	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,991,867	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$10,901,088	RetainedEarningBOYAmt
Retained Earning EOY	$10,489,226	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,901,088	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,489,226	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,901,088	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,489,226	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,901,088	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$411,862	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$10,489,226	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,489,226	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4,950 VANGUARD FUND A/C 6CW-07A32	P	2013-11-26	$401,020	$378,288	$22,732	$22,732
CAPITAL GAINS DIVIDENDS	P		$8,133		$8,133	$8,133

Field	Value	IRS element (for citing)
Capital Gain Net Income	$30,865	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$474,578	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$11,270,238	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.042109	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$413,215	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,233,980	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.044749	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$374,411	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,976,452	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046940	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$299,903	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,554,107	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.039701	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$85,377	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,906,552	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.014455	DistributionYr5Rt
Total Distribution	0.187954	TotalDistributionRt
Average Distribution	0.037591	AverageDistributionRt
Net Vl Noncharitable Assets	$11,889,777	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$446,949	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,403	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$449,352	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$652,179	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$2,403	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,403	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,403	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,440	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$2,000	AppliedToEsTaxAmt
Total Payments And Credits	$4,440	TotalPaymentsAndCreditsAmt
Overpayment	$2,037	OverpaymentAmt
Applied To ES Tax	$2,037	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ALAN I BOYER	IndividualWithBooksNm
Phone	8475641340	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	709 CARLYLE COURT	AddressLine1
City	NORTHBROOK	City
State	IL	State
ZIP Code	60062	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN I BOYER
709 CARLYLE COURT	NORTHBROOK	IL	60062	PRESIDENT (DIRECTOR)	3.00	$0	$0	$0
LOUIS S HARRISON
333 W WACKER DR SUITE 1700	CHICAGO	IL	60606	SECRETARY (DIRECTOR)	1.00	$0	$0	$0
CRAIG BOYER
1732 FIELDWOOD DRIVE	NORTHBROOK	IL	60062	TREASURER (DIRECTOR)	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$11,902,699	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$168,141	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,070,840	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$12,070,840	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$181,063	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,889,777	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$594,489	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$594,489	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,403	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,403	TotalTaxAmt
Distributable Before Adj	$592,086	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$592,086	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$592,086	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$652,179	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$652,179	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$2,403	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$649,776	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$592,086	DistributableAsAdjustedAmt
Undistributed Income PY	$521,524	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$652,179	QualifyingDistributionsAmt
Applied To Year1	$521,524	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$130,655	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$461,431	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
500 N DEARBORN STREET	CHICAGO	IL	60611	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$25,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
PO BOX 4124	NEW YORK	NY	10165	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 1784	NEW YORK	NY	10156	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$30,000
BRIGHT PINK
670 N CLARK STREET SUITE 2	CHICAGO	IL	60654	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
CHICAGO BOTANIC GARDENS
1000 LAKE COOK ROAD	GLENCOE	IL	60022	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$50,000
CHICAGO CENTER FOR JEWISH GENETIC DISORDERS
30 S WELLS STREET	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$50,000
CHICAGO YOUTH CENTERS
218 S WABASH AVENUE SUITE 600	CHICAGO	IL	60604	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
CHILDREN'S ORGAN TRANSPLANT ASSOC
2501 W COTA DRIVE	BLOOMINGTON	IN	47403	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
CITY OF HOPE
20 N WACKER DRIVE SUITE 1530	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
COUNCIL FOR THE JEWISH ELDERLY
3003 W TOUHY AVENUE	CHICAGO	IL	60645	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
DEBORAH'S PLACE
2822 W JACKSON BLVD	CHICAGO	IL	60612	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030	HAGERSTOWN	MD	21741	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$20,000
FAMILY ACTION NETWORK
PO BOX 322	WINNETKA	IL	60093	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKE SUITE 420	ROCKVILLE	MD	20850	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
GLOBAL CITIZENS YEAR
1625 CLAY STREET SUITE 400	OAKLAND	CA	94612	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W 42ND PLACE	CHICAGO	IL	60632	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
HADLEY SCHOOL FOR THE BLIND
700 ELM STREET	WINNETKA	IL	60093	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$15,000
JEWISH CHILD & FAMILY SERVICES
3145 W PRATT BLVD	CHICAGO	IL	60645	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 S WELLS STREET	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$25,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS STREET	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$25,000
KESHET
3210 DUNDEE ROAD	NORTHBROOK	IL	60062	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
LARABIDA CHILDRENS HOSPITAL
EAST 65TH LAKE MICHIGAN	CHICAGO	IL	60649	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
LIFT - CHICAGO
4554 N BROADWAY STREET	CHICAGO	IL	60640	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
MISERICORDIA
6300 N RIDGE AVENUE	CHICAGO	IL	60660	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
MODERN ISRAEL PROJECT
78 RANDALL AVENUE	ROCKVILLE	NY	11570	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$20,000
NATIONAL JEWISH HEALTH FOUNDATION
PO BOX 17169	DENVER	CO	80217	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
NORTH SHORE SENIOR CENTER
161 NORTHFIELD ROAD	NORTHFIELD	IL	60093	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$50,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURT	GENEVA	IL	60134	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
OLD TOWN FOLK SCHOOL
4644 N LINCOLN AVENUE	CHICAGO	IL	60625	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
OVARIAN CANCER RESEARCH FUND
14 PENNSYLVANIA PLAZA SUITE 1710	NEW YORK	NY	10122	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
PLANNED PARENTHOOD OF ILLINOIS
18 S MICHIGAN AVENUE	CHICAGO	IL	60603	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
RAVINIA FESTIVAL
418 SHERIDAN ROAD	HIGHLAND PARK	IL	60035	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$100,000
REMOTE AREA MEDICAL FOUNDATION
1834 BEECH STREET	KNOXVILLE	TN	37920	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
SABIN VACCINE INSTITUTE
2000 PENNSYLVANIA AVENUE NW	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
SCHOLARSHIP AMERICA
1550 AMERICAN BLVD E SUITE 155	MINNEAPOLIS	MN	55425	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
SMILE TRAIN
41 MADISON AVENUE 28TH FLOOR	NEW YORK	NY	10010	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
SPECIAL KIDS FOUNDATION
2218 N MONTICELLO AVENUE	CHICAGO	IL	60647	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$15,000
STARLIGHT CHILDREN'S FOUNDATION (MIDWEST)
30 E ADAMS STREET SUITE 1020	CHICAGO	IL	60603	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
SUSAN G KOMEN FOUNDATION
5005 LBJ FREEWAY	DALLAS	TX	75244	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$25,000
TEACH FOR AMERICA
300 W ADAMS STREET SUITE 1000	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$5,000
THE ARK
6450 N CALIFORNIA AVENUE	CHICAGO	IL	60645	NONE	PUBLIC CHARITY	NON-SPECFIED USE	$5,000
WFMT (WWCI)
5400 N SAINT LOUIS AVENUE	CHICAGO	IL	60625	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000
WTTW 11
5400 N SAINT LOUIS AVENUE	CHICAGO	IL	60625	NONE	PUBLIC CHARITY	NON-SPECIFIED USE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$650,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$92	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$275,658	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$30,865	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$306,615	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$306,615	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$244,282	EOYBookValueAmt
EOYFMV	$220,941	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$10,151,203	BookValueAmt
EOYFMV	$11,671,344	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	HARRISON & HELD, LLP	CategoryTxt
Legal Fees	$9,400	LegalFeesAmt
Net Investment Income	$9,400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT	Desc
BOY Book Value	$5,293	BOYBookValueAmt
EOY Book Value	-$5,841	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UTILITIES	$865	$0	$865
SECRETARY OF STATE - FILING FEE	$10	$0	$10
JULIE BOYER - OFFICE	$750	$0	$750
OTHER OFFICE EXPENSES	$554	$0	$554

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MERRILL LYNCH INVESTMENT FEES	CategoryTxt
Amt	$47,264	Amt
Net Investment Income	$47,264	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$6,091	$6,091	$0
2013 ESTIMATED EXCISE TAXES	$863	$863	$0
2012 EXCISE TAXES	$2,680	$2,680	$0