Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
THE GUZIOR FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)7030 W 63RD STREET   Room/suite
City or town, state, and ZIP code
CHICAGO, IL60638
A Employer identification number

20-3152476
B Telephone number (see instructions)

(773) 586-7777
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$915,367J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 24,037 24,037  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 67,220
b Gross sales price for all assets on line 6a 1,344,016
7 Capital gain net income (from Part IV, line 2)... 67,220
8 Net short-term capital gain......... 21,494
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 91,257 91,257 21,494
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,100      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 230      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 11,491 11,491   11,491
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 190      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,011 11,491   11,491
25 Contributions, gifts, grants paid........ 42,895 42,895
26 Total expenses and disbursements. Add lines 24 and 25 56,906 11,491   54,386
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,351
b Net investment income (if negative, enter -0-) 79,766
c Adjusted net income (if negative, enter -0-)... 21,494
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 26,902 43,242 57,464
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 770,925 Click to see attachment255,803 298,291
c Investments—corporate bonds (attach schedule)........   Click to see attachment533,133 559,612
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 797,827 832,178 915,367
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 797,827 832,178
30 Total net assets or fund balances (see page 17 of the
instructions).................... 797,827 832,178
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 797,827 832,178
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 797,827
2 Enter amount from Part I, line 27a..................... 2 34,351
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 832,178
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 832,178
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1049.601 shrs WFA International Bond Fd P 2012-06-05 2012-07-05
b 7 Ishrs Core S&P 500 Etf P 2012-06-05 2012-12-24
c 19.818 shrs Pimco All Asset All Auth P 2012-06-05 2012-12-24
d 1939.444 shrs Pimco Commodity Real Return P 2012-06-05 2012-07-05
e 7.107 shrs Pimco Emerging Local Bond P 2012-06-05 2012-12-24
426.474 shrs Permanent Perm Portfolio P 2012-06-05 2012-12-24
232 shrs Spdr DJ Wilshire International P 2012-06-05 2012-06-26
8 shrs Vangaurd Sm-Cap Vipers P 2012-07-05 2012-12-24
53 shrs Vanguard MSCI Eafe Etf P 2012-06-05 2012-12-24
20 shrs Vanguard Mid-Cap Vipers P 2012-06-05 2012-12-24
22 shrs Vanguard MSCI Emerging Markets P 2012-06-05 2012-12-24
6 shrs Vanguard High Dividend Yield P 2012-06-05 2012-12-24
.5 shrs Phillips 66 P 2006-09-21 2012-05-01
45 shrs 3M Company P 2006-09-21 2012-05-10
7 shrs 3M Company P 2011-10-17 2012-05-10
60 shrs Abbott Laboratories P 2007-08-31 2012-05-10
64 shrs Aetna Inc P 2006-09-21 2012-05-10
31 shrs AGL Resources Inc P 2006-09-21 2012-05-10
25 shrs AGL Resources Inc P 2011-12-20 2012-05-10
122 shrs Alcoa Inc P 2007-08-31 2012-05-10
104 shrs Altria Group P 2006-09-21 2012-05-10
4 shrs Altria Group P 2010-03-17 2012-05-10
87 shrs American Express Co P 2006-09-21 2012-05-10
11 shrs Ameriprise Financial Inc P 2009-07-01 2012-05-10
19 shrs Ameriprise Financial Inc P 2010-03-16 2012-05-10
21 shrs Ameriprise Financial Inc P 2011-10-17 2012-05-10
105 shrs Bank of America Corp P 2006-09-21 2012-05-10
66 shrs Berkshire Hathaway Inc P 2006-09-21 2012-05-10
100 shrs Brunswick Corp P 2006-09-21 2012-05-10
8 shrs Caterpillar Inc P 2006-09-21 2012-05-10
45 shrs Caterpillar Inc P 2007-08-31 2012-05-10
11 shrs Chevron Corp P 2006-09-21 2012-05-10
15 shrs Chevron Corp P 2009-07-31 2012-05-10
23 shrs Chevron Crop P 2010-03-08 2012-05-10
62 shrs Cigna Corporation Com P 2006-09-21 2012-05-10
20 shrs Citigroup Inc P 2006-09-21 2012-05-10
51 shrs Clorox Co P 2006-09-21 2012-05-10
66 shrs Conocophillips P 2006-09-21 2012-05-10
29 shrs Dow Chem Co P 2006-09-21 2012-05-10
50 shrs Dow Chem Co P 2007-08-31 2012-05-10
92 shrs Duke Energy Corp P 2006-09-21 2012-05-10
83 shrs Eaton Corp P 2006-09-21 2012-05-10
9 shrs Energizer Holdings Inc P 2010-03-08 2012-05-10
8 shrs Energizer Holdings Inc P 2010-03-15 2012-05-10
6 shrs Energizer Holdings Inc P 2010-03-16 2012-05-10
5 shrs Energizer Holdings Inc P 2011-12-20 2012-05-10
213 shrs General Electric Co P 2006-09-21 2012-05-10
82 shrs General Mills Inc P 2006-09-21 2012-05-10
6 shrs General Mills Inc P 2009-07-31 2012-05-10
46 shrs Hartford Finl Svcs Grp Inc P 2006-09-21 2012-05-10
40 shrs Hartford Finl Svcs Grp Inc P 2007-08-31 2012-05-10
75 shrs Honeywell Intl Inc P 2006-09-21 2012-05-10
51 shrs Kimberly Clark Corp P 2007-08-31 2012-05-10
5 shrs Kraft Foods Inc Cl A P 2006-09-21 2012-05-10
18 shrs Kraft Foods Inc Cl A P 2010-03-08 2012-05-10
18 shrs Kraft Foods Inc Cl A P 2010-03-15 2012-05-10
12 shrs Kraft Foods Inc Cl A P 2010-03-16 2012-05-10
35 shrs Lockheed Martin Corp P 2006-09-21 2012-05-10
53 shrs Philip Morris International P 2006-09-21 2012-05-10
4 shrs Philip Morris International P 2010-03-16 2012-05-10
33 shrs Phillips 66 P 2006-09-21 2012-05-10
63 shrs Plum Creek Timber Co Inc P 2006-09-21 2012-05-10
75 shrs Public Svc Enterprise Grp P 2006-09-21 2012-05-10
63 shrs Royal Dutch Shell Plc P 2006-09-21 2012-05-10
70 shrs Spectra Energy Corp P 2006-09-21 2012-05-10
77 shrs Target Corp P 2006-09-21 2012-05-10
117 shrs Textron Inc P 2006-09-21 2012-05-10
38 shrs Thomas & Betts Corp P 2007-08-31 2012-05-10
93 shrs Waste Management Inc P 2006-09-21 2012-05-10
27 shrs Wells Fargo & Co P 2006-09-21 2012-05-10
33 shrs Wells Fargo & Co P 2010-03-08 2012-05-10
20 shrs Wells Fargo & Co P 2010-03-16 2012-05-10
74 shrs Thomas & Betts Corp P 2006-09-21 2012-05-17
8 shrs Thomas & Betts Corp P 2007-08-31 2012-05-17
7 shrs Thomas & Betts Corp P 2011-10-17 2012-05-17
.3333 shrs Kraft Foods Group Inc Cl A P 2006-09-21 2012-10-02
135 shrs Eaton Corp P 2006-09-21 2012-12-03
58 shrs Eaton Corp P 2009-07-23 2012-12-03
15 shrs Direct TV Cl A P 2009-12-11 2012-01-06
47 shrs Direct TV Cl A P 2010-09-16 2012-01-06
8 shrs Direct TV Cl A P 2011-09-27 2012-01-06
38 shrs Coach Inc P 2011-09-30 2012-01-10
52 shrs Direct TV Cl A P 2009-12-04 2012-01-10
45 shrs Direct TV Cl A P 2009-12-11 2012-01-10
20.9 shrs Citigroup Inc P 2011-01-03 2012-01-17
46.7 shrs Citigroup Inc P 2011-01-05 2012-01-17
6.4 shrs Citigroup Inc P 2011-03-09 2012-01-17
34 shrs Philip Morris International P 2011-08-24 2012-01-18
2 shrs Mastercard Inc P 2011-09-15 2012-01-23
5 shrs Mastercard Inc P 2011-09-20 2012-01-23
35 shrs Procter & Gamble Co P 2011-05-13 2012-01-23
3 shrs Google Inc P 2011-08-10 2012-01-25
5 shrs Google Inc P 2011-08-11 2012-01-25
222 shrs News Corp Cl A P 2011-08-12 2012-01-25
2 shrs Wellpoint Inc P 2011-03-16 2012-01-26
27 shrs Wellpoint Inc P 2011-04-13 2012-01-26
34 shrs Wellpoint Inc P 2011-03-16 2012-01-30
70 shrs Oracle Corp P 2009-11-17 2012-01-31
86 shrs Oracle Corp P 2010-02-10 2012-01-31
3 shrs Oracle Corp P 2010-07-23 2012-01-31
34 shrs Wellpoint Inc P 2011-03-16 2012-01-31
53 shrs CVS Caremark Corp P 2011-06-02 2012-02-07
39 shrs Exxon Mobil Corp P 2011-02-23 2012-02-09
29 shrs Johnson & Johnson P 2011-05-03 2012-02-09
117 shrs Halliburton Co P 2010-12-22 2012-02-15
16 shrs Halliburton Co P 2011-08-15 2012-02-15
14 shrs Amazon Com Inc P 2010-09-21 2012-02-16
29 shrs Direct TV Cl A P 2009-11-11 2012-02-17
58 shrs Direct TV Cl A P 2009-11-25 2012-02-17
15 shrs Direct TV Cl A P 2009-12-04 2012-02-17
78 shrs Intel Corp P 2011-09-27 2012-03-01
94 shrs Intel Corp P 2011-10-05 2012-03-01
24 shrs Monsanto Co New P 2012-02-01 2012-03-02
3 shrs PNC Financial Services Group P 2011-10-19 2012-03-07
36 shrs PNC Financial Services Group P 2012-01-18 2012-03-07
1 shr Google Inc P 2011-08-10 2012-03-09
3 shrs Google Inc P 2011-09-20 2012-03-09
31 shrs Schlumberger Ltd P 2011-08-04 2012-03-14
23 shrs Union Pac Corp P 2009-08-04 2012-03-14
114 shrs Merck & Co Inc P 2011-12-20 2012-03-20
6 shrs Schlumberger Ltd P 2011-08-04 2012-03-21
27 shrs Schlumberger Ltd P 2012-01-26 2012-03-21
37 shrs Oracle Corp P 2009-11-17 2012-03-29
38 shrs Oracle Corp P 2009-11-25 2012-03-29
20 shrs McDonalds Corp P 2011-08-10 2012-04-04
40 shrs Viacom Inc New Cl B P 2011-05-05 2012-04-04
5 shrs Viacom Inc New Cl B P 2011-07-08 2012-04-04
31 shrs Boeing Co P 2011-04-29 2012-04-11
2 shrs Boeing Co P 2011-12-28 2012-04-11
1 shr General Motors Co P 2011-10-24 2012-04-11
84 shrs General Motors Co P 2012-01-26 2012-04-11
71 shrs Johnson & Johnson P 2011-05-03 2012-04-13
13 shrs Orale Corp P 2009-09-09 2012-04-13
70 shrs Oracle Corp P 2009-11-25 2012-04-13
2 shrs International Business P 2008-07-09 2012-04-19
11 shrs International Business P 2008-10-15 2012-04-19
57 shrs Viacom Inc New Cl B P 2011-05-05 2012-05-01
48 shrs Viacom Inc New Cl B P 2012-01-25 2012-05-01
3 shrs General Motors Co P 2011-10-21 2012-05-08
83 shrs General Motors Co P 2011-10-24 2012-05-08
26 shrs Monsanto Co New P 2011-11-15 2012-05-08
77 shrs Allergan Inc P 2011-09-22 2012-05-10
21 shrs Allergan Inc P 2011-09-28 2012-05-10
15 shrs Amazon Com Inc P 2010-09-22 2012-05-10
93 shrs American Express Co P 2011-05-24 2012-05-10
52 shrs American Express Co P 2011-06-16 2012-05-10
43 shrs American Express Co P 2011-06-22 2012-05-10
48 shrs American Tower Corp P 2006-05-25 2012-05-10
47 shrs American Tower Corp P 2010-09-08 2012-05-10
24 shrs American Tower Corp P 2011-09-09 2012-05-10
33 shrs Anheuser-Busch Inbev P 2012-05-04 2012-05-10
16 shrs Apple Computer Inc P 2008-12-04 2012-05-10
28 shrs Apple Computer Inc P 2008-12-08 2012-05-10
6 shrs Baidu Inc P 2010-11-02 2012-05-10
12 shrs Baidu Inc P 2010-11-09 2012-05-10
20 shrs Biogen Idec Inc P 2012-03-20 2012-05-10
20 shrs Biogen Idec Inc P 2012-03-26 2012-05-10
20 shrs Biogen Idec Inc P 2012-04-11 2012-05-10
16 shrs Boeing Co P 2010-03-05 2012-05-10
22 shrs Boeing Co P 2010-03-11 2012-05-10
29 shrs Boeing Co P 2011-12-28 2012-05-10
64 shrs Broadcom Corp Cl A P 2012-02-29 2012-05-10
45 shrs Capital One Financial Corp P 2011-04-26 2012-05-10
14 shrs Capital One Financial Corp P 2011-11-10 2012-05-10
41 shrs Capital One Financial Corp P 2012-03-15 2012-05-10
21 shrs Capital One Financial Corp P 2009-04-09 2012-05-10
46 shrs Capital One Financial Corp P 2010-06-22 2012-05-10
43 shrs Capital One Financial Corp P 2011-09-15 2012-05-10
43 shrs Capital One Financial Corp P 2011-10-12 2012-05-10
48 shrs Capital One Financial Corp P 2011-11-10 2012-05-10
42 shrs Caterpillar Inc P 2012-01-26 2012-05-10
19 shrs Caterpillar Inc P 2012-02-28 2012-05-10
39 shrs Charles Schwab Corp P 2012-03-09 2012-05-10
171 shrs Charles Schwab Corp P 2012-03-07 2012-05-10
129 shrs Charles Schwab Corp P 2012-03-09 2012-05-10
124 shrs Cisco Systems Inc P 2011-10-06 2012-05-10
108 shrs Cisco Systems Inc P 2011-10-10 2012-05-10
115 shrs Cisco Systems Inc P 2012-01-31 2012-05-10
55 shrs Citigroup Inc P 2011-03-09 2012-05-10
72 shrs Citigroup Inc P 2011-10-19 2012-05-10
63 shrs Citigroup Inc P 2011-10-31 2012-05-10
68 shrs Citigroup Inc P 2012-03-14 2012-05-10
62 shrs Citigroup Inc P 2012-04-17 2012-05-10
98 shrs Citigroup Inc P 2011-10-18 2012-05-10
2 shrs Citigroup Inc P 2011-10-19 2012-05-10
71 shrs CVS Caremark Corp P 2011-06-02 2012-05-10
62 shrs CVS Caremark Corp P 2011-08-24 2012-05-10
61 shrs CVS Caremark Corp P 2011-09-06 2012-05-10
52 shrs CVS Caremark Corp P 2011-09-15 2012-05-10
51 shrs CVS Caremark Corp P 2012-05-03 2012-05-10
40 shrs DuPont EI DE Nemours P 2010-08-05 2012-05-10
39 shrs DuPont EI DE Nemours P 2010-04-26 2012-05-10
17 shrs Du Pont EI DE Nemours P 2010-08-05 2012-05-10
93 shrs EMC Corp P 2011-04-21 2012-05-10
97 shrs EMC Corp P 2011-05-12 2012-05-10
90 shrs EMC Corp P 2011-10-18 2012-05-10
76 shrs EMC Corp P 2011-10-24 2012-05-10
46 shrs Ensco Plc Adr P 2011-09-28 2012-05-10
51 shrs Ensco Plc Adr P 2011-10-12 2012-05-10
1 shr Express Scripts Holding P 2009-04-30 2012-05-10
58 shrs Express Scripts Holding P 2009-07-23 2012-05-10
42 shrs Express Scripts Holding P 2009-07-30 2012-05-10
10 shrs Express Scripts Holding P 2010-07-12 2012-05-10
52 shrs Express Scripts Holding P 2012-02-07 2012-05-10
18 shrs Exxon Mobil Corp P 2011-02-23 2012-05-10
60 shrs Exxon Mobil Corp P 2011-04-04 2012-05-10
58 shrs Exxon Mobil Corp P 2011-04-05 2012-05-10
258 shrs General Electric Co P 2011-12-14 2012-05-10
121 shrs General Electric Co P 2011-12-15 2012-05-10
114 shrs General Electric Co P 2011-12-19 2012-05-10
248 shrs General Electric Co P 2011-12-21 2012-05-10
89 shrs General Electric Co P 2011-10-21 2012-05-10
123 shrs General Motors Co P 2012-01-06 2012-05-10
55 shrs Gilead Sciences Inc P 2011-12-05 2012-05-10
30 shrs Gilead Sciences Inc P 2012-02-06 2012-05-10
52 shrs Gilead Sciences Inc P 2012-04-13 2012-05-10
49 shrs Gilead Sciences Inc P 2012-04-19 2012-05-10
5 shrs Google Inc P 2010-06-04 2012-05-10
5 shrs Google Inc P 2010-07-13 2012-05-10
3 shrs Google Inc P 2010-07-23 2012-05-10
5 shrs Google Inc P 2010-09-20 2012-05-10
3 shrs Google Inc P 2011-08-30 2012-05-10
4 shrs Google Inc P 2011-09-15 2012-05-10
122 shrs Home Depot Inc P 2011-10-18 2012-05-10
55 shrs Home Depot Inc P 2011-10-21 2012-05-10
45 shrs Home Depot Inc P 2011-11-23 2012-05-10
28 shrs International Business P 2008-10-15 2012-05-10
19 shrs International Business P 2008-12-29 2012-05-10
19 shrs International Business P 2009-03-16 2012-05-10
80 shrs JPMorgan Chase & Co P 2010-04-15 2012-05-10
33 shrs JPMorgan Chase & Co P 2010-04-15 2012-05-10
64 shrs JPMorgan Chase & Co P 2010-08-05 2012-05-10
61 shrs JPMorgan Chase & Co P 2011-08-15 2012-05-10
53 shrs JPMorgan Chase & Co P 2011-08-29 2012-05-10
68 shrs JPMorgan Chase & Co P 2011-10-19 2012-05-10
44 shrs JPMorgan Chase & Co P 2012-03-21 2012-05-10
122 shrs Kraft Foods Inc Cl A P 2011-09-07 2012-05-10
51 shrs Kraft Foods Inc Cl A P 2011-12-21 2012-05-10
62 shrs Kraft Foods Inc Cl A P 2012-01-18 2012-05-10
13 shrs Las Vegas Sands Corp P 2012-02-02 2012-05-10
43 shrs Las Vegas Sands Corp P 2012-02-09 2012-05-10
44 shrs Las Vegas Sands Corp P 2012-02-28 2012-05-10
33 shrs Las Vegas Sands Corp P 2012-02-02 2012-05-10
11 shrs Mastercard Inc P 2011-09-15 2012-05-10
6 shrs Mastercard Inc P 2011-09-23 2012-05-10
8 shrs McDonalds Corp P 2010-08-12 2012-05-10
23 shrs McDonalds Corp P 2010-09-08 2012-05-10
35 shrs McDonalds Corp P 2010-12-08 2012-05-10
3 shrs McDonalds Corp P 2011-08-10 2012-05-10
35 shrs MetLife Inc P 2010-08-02 2012-05-10
103 shrs MetLife Inc P 2010-09-03 2012-05-10
57 shrs MetLife Inc P 2011-01-05 2012-05-10
52 shrs MetLife Inc P 2011-03-02 2012-05-10
78 shrs MetLife Inc P 2011-06-29 2012-05-10
184 shrs Microsoft Corp P 2011-07-08 2012-05-10
173 shrs Microsoft Corp P 2011-07-19 2012-05-10
86 shrs Microsoft Corp P 2011-08-04 2012-05-10
83 shrs Microsoft Corp P 2011-08-31 2012-05-10
69 shrs Microsoft Corp P 2012-03-01 2012-05-10
3 shrs Monsanto Co New P 2011-11-15 2012-05-10
30 shrs Monsanto Co New P 2011-11-30 2012-05-10
303 shrs News Corp Cl A P 2011-07-21 2012-05-10
39 shrs News Corp Cl A P 2011-08-12 2012-05-10
131 shrs News Corp Cl A P 2011-08-24 2012-05-10
24 shrs Nike Inc Cl B P 2011-11-10 2012-05-10
21 shrs Nike Inc Cl B P 2011-11-23 2012-05-10
21 shrs Nike Inc Cl B P 2011-12-13 2012-05-10
45 shrs Nordstrom Inc P 2012-03-06 2012-05-10
44 shrs Nordstrom Inc P 2012-03-15 2012-05-10
45 shrs Occidental Pete Corp P 2012-02-01 2012-05-10
239 shrs Pfizer Inc P 2011-03-15 2012-05-10
123 shrs Pfizer Inc P 2011-05-04 2012-05-10
96 shrs Pfizer Inc P 2012-03-29 2012-05-10
25 shrs Philip Morris International P 2011-08-24 2012-05-10
34 shrs Philip Morris International P 2011-10-21 2012-05-10
81 shrs PNC Financial Services P 2011-10-19 2012-05-10
14 shrs Precision Castparts Corp P 2009-11-17 2012-05-10
24 shrs Precision Castparts Corp P 2009-12-04 2012-05-10
14 shrs Precision Castparts Corp P 2009-12-18 2012-05-10
43 shrs Qualcomm Inc P 2011-01-05 2012-05-10
46 shrs Qualcomm Inc P 2011-01-27 2012-05-10
43 shrs Qualcomm Inc P 2011-04-14 2012-05-10
39 shrs Qualcomm Inc P 2011-11-14 2012-05-10
37 shrs Qualcomm Inc P 2011-11-17 2012-05-10
65 shrs Schlumberger Ltd P 2010-04-30 2012-05-10
42 shrs Schlumberger Ltd P 2010-06-11 2012-05-10
37 shrs Schlumberger Ltd P 2010-06-21 2012-05-10
1 shr Schlumberger Ltd P 2012-01-26 2012-05-10
67 shrs Union Pac Corp P 2009-03-23 2012-05-10
9 shrs Union Pac Corp P 2009-08-04 2012-05-10
35 shrs United Parcel Service P 2010-09-22 2012-05-10
29 shrs United Parcel Service P 2010-10-05 2012-05-10
32 shrs United Parcel Service P 2012-02-01 2012-05-10
26 shrs United Tech Corp P 2008-08-06 2012-05-10
46 shrs United Tech Corp P 2008-10-20 2012-05-10
12 shrs United Tech Corp P 2008-11-05 2012-05-10
44 shrs United Tech Corp P 2008-11-10 2012-05-10
1 shrs United Tech Corp P 2011-08-12 2012-05-10
44 shrs United Tech Corp P 2012-02-01 2012-05-10
91 shrs United Health Group Inc P 2011-05-04 2012-05-10
16 shrs VF Corp P 2012-03-26 2012-05-10
17 shrs VF Corp P 2012-04-13 2012-05-10
24 shrs VMWare Inc P 2012-03-02 2012-05-10
21 shrs VMWare Inc P 2012-03-29 2012-05-10
21 shrs Walt Disney Co P 2009-11-04 2012-05-10
102 shrs Walt Disney Co P 2010-03-10 2012-05-10
9 shrs Walt Disney Co P 2011-03-01 2012-05-10
52 shrs Walt Disney Co P 2012-01-25 2012-05-10
53 shrs Walt Disney Co P 2012-02-09 2012-05-10
418 Ishrs Lehman 3-7 Year Tr P 2012-06-05 2012-07-02
610 Ishrs Lehman 1-3 Year Tr P 2012-06-05 2012-07-02
773 shrs Proshares Ultra 7-10 Year Tr P 2012-06-05 2012-07-02
15 Ishrs Core S&P 500 Etf P 2012-07-02 2012-08-01
649 Ishrs Russell 2000 Index P 2012-07-02 2012-08-01
550 shrs Ultra Russell 2000 P 2012-07-02 2012-08-01
363 shrs Core S&P 500 Etf P 2012-07-02 2012-09-04
347 shrs Lehman 3-7 Year Tr P 2012-08-01 2012-09-04
514 shrs Proshares Ultra 7-10 Year Tr P 2012-08-01 2012-09-04
406 shrs Ultra S&P 500 Proshares P 2012-07-02 2012-09-04
482 Ishrs Core S&P Mid-Cap P 2012-09-04 2012-10-01
356 shrs Ultra MidCap 400 P 2012-09-04 2012-10-01
18 shrs Ultra Russell 2000 P 2012-09-04 2012-10-01
330 Ishrs Core S&P 500 Etf P 2012-10-01 2012-11-01
578 Ishrs Russell 2000 P 2012-09-04 2012-11-01
556 shrs Ultra Russell 2000 P 2012-09-04 2012-11-01
399 shrs Ultra S&P 500 Proshares P 2012-10-01 2012-11-01
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 11,798 0 11,850 -52
b 1,002 0 903 99
c 228 0 203 25
d 12,917 0 11,850 1,067
e 78 0 72 6
20,650 0 19,750 900
8,188 0 7,922 266
644 0 623 21
1,853 0 1,542 311
1,642 0 1,462 180
953 0 820 133
297 0 272 25
15 0 13 2
3,926 0 3,310 616
611 0 542 69
3,726 0 3,114 612
2,686 0 2,468 218
1,198 0 1,244 -46
967 0 1,051 -84
1,101 0 4,475 -3,374
3,313 0 1,982 1,331
127 0 82 45
5,178 0 4,779 399
559 0 273 286
966 0 833 133
1,068 0 878 190
808 0 5,518 -4,710
5,395 0 3,714 1,681
2,439 0 3,140 -701
766 0 529 237
4,310 0 3,415 895
1,143 0 685 458
1,559 0 1,041 518
2,391 0 1,722 669
2,780 0 2,452 328
608 0 9,994 -9,386
3,492 0 3,233 259
3,591 0 2,967 624
933 0 1,125 -192
1,608 0 2,150 -542
1,995 0 1,609 386
3,751 0 2,876 875
669 0 529 140
595 0 477 118
446 0 362 84
372 0 384 -12
4,069 0 7,419 -3,350
3,212 0 2,250 962
235 0 178 57
911 0 3,984 -3,073
792 0 3,536 -2,744
4,396 0 3,053 1,343
4,063 0 3,500 563
195 0 143 52
702 0 525 177
702 0 531 171
468 0 357 111
3,013 0 2,910 103
4,584 0 2,320 2,264
346 0 205 141
1,067 0 882 185
2,432 0 2,156 276
2,374 0 2,295 79
4,202 0 4,141 61
2,107 0 1,772 335
4,265 0 4,197 68
2,849 0 4,936 -2,087
2,723 0 2,094 629
3,140 0 3,341 -201
898 0 7,536 -6,638
1,097 0 954 143
665 0 600 65
5,328 0 3,400 1,928
576 0 441 135
504 0 314 190
16 0 10 6
6,973 0 4,678 2,295
2,996 0 1,455 1,541
664 0 496 168
2,080 0 1,935 145
354 0 356 -2
2,362 0 2,040 322
2,236 0 1,690 546
1,935 0 1,487 448
595 0 1,012 -417
1,330 0 2,316 -986
182 0 297 -115
2,507 0 2,389 118
677 0 692 -15
1,693 0 1,773 -80
2,278 0 2,349 -71
1,707 0 1,665 42
2,845 0 2,840 5
4,180 0 3,705 475
127 0 134 -7
1,718 0 1,866 -148
2,195 0 2,281 -86
1,976 0 1,589 387
2,428 0 1,999 429
85 0 74 11
2,186 0 2,281 -95
2,280 0 2,044 236
3,307 0 3,399 -92
1,884 0 1,920 -36
4,152 0 4,704 -552
568 0 752 -184
2,524 0 2,127 397
1,323 0 857 466
2,647 0 1,854 793
684 0 487 197
2,088 0 1,785 303
2,516 0 2,032 484
1,929 0 2,007 -78
174 0 155 19
2,083 0 2,148 -65
602 0 555 47
1,805 0 1,644 161
2,294 0 2,512 -218
2,493 0 1,377 1,116
4,305 0 4,184 121
445 0 486 -41
2,001 0 2,065 -64
1,079 0 840 239
1,108 0 860 248
1,960 0 1,690 270
1,842 0 2,006 -164
230 0 260 -30
2,235 0 2,478 -243
144 0 149 -5
24 0 25 -1
2,021 0 2,108 -87
4,523 0 4,702 -179
371 0 291 80
1,998 0 1,583 415
398 0 245 153
2,188 0 1,024 1,164
2,657 0 2,859 -202
2,237 0 2,325 -88
66 0 71 -5
1,824 0 2,068 -244
1,903 0 1,929 -26
7,201 0 6,204 997
1,964 0 1,783 181
3,371 0 2,256 1,115
5,562 0 4,710 852
3,110 0 2,520 590
2,572 0 2,146 426
3,235 0 1,502 1,733
3,167 0 2,323 844
1,617 0 1,253 364
2,361 0 2,427 -66
9,167 0 1,514 7,653
16,042 0 2,773 13,269
741 0 654 87
1,482 0 1,312 170
2,680 0 2,381 299
2,680 0 2,483 197
2,680 0 2,531 149
1,186 0 1,081 105
1,631 0 1,540 91
2,150 0 2,163 -13
2,116 0 2,373 -257
2,456 0 2,447 9
764 0 624 140
2,237 0 2,142 95
1,146 0 335 811
2,510 0 2,036 474
2,346 0 1,831 515
2,346 0 1,888 458
2,619 0 2,140 479
4,051 0 4,708 -657
1,833 0 2,202 -369
515 0 549 -34
2,259 0 2,392 -133
1,704 0 1,816 -112
2,127 0 2,052 75
1,852 0 1,840 12
1,972 0 2,262 -290
1,705 0 2,552 -847
2,232 0 2,198 34
1,953 0 2,033 -80
2,108 0 2,384 -276
1,922 0 2,187 -265
3,038 0 2,865 173
62 0 61 1
3,241 0 2,738 503
2,830 0 2,128 702
2,784 0 2,181 603
2,373 0 1,903 470
2,328 0 2,345 -17
2,099 0 1,685 414
2,047 0 1,584 463
892 0 716 176
2,487 0 2,630 -143
2,594 0 2,684 -90
2,407 0 2,148 259
2,032 0 1,842 190
2,268 0 2,055 213
2,515 0 2,303 212
54 0 32 22
3,124 0 2,026 1,098
2,262 0 1,530 732
539 0 475 64
2,801 0 2,612 189
1,497 0 1,569 -72
4,991 0 5,079 -88
4,825 0 4,946 -121
4,941 0 4,254 687
2,317 0 2,025 292
2,183 0 1,933 250
4,750 0 4,375 375
2,030 0 2,117 -87
2,806 0 2,804 2
2,808 0 2,199 609
1,532 0 1,690 -158
2,655 0 2,389 266
2,501 0 2,549 -48
3,060 0 2,543 517
3,060 0 2,441 619
1,836 0 1,468 368
3,060 0 2,539 521
1,836 0 1,621 215
2,448 0 2,172 276
6,160 0 4,361 1,799
2,777 0 2,000 777
2,272 0 1,650 622
5,636 0 2,606 3,030
3,824 0 1,530 2,294
3,824 0 1,744 2,080
3,287 0 3,840 -553
1,356 0 1,575 -219
2,630 0 2,629 1
2,507 0 2,239 268
2,178 0 1,972 206
2,794 0 2,264 530
1,808 0 1,992 -184
4,758 0 4,205 553
1,989 0 1,901 88
2,418 0 2,392 26
674 0 659 15
2,228 0 2,276 -48
2,280 0 2,373 -93
1,710 0 1,672 38
4,692 0 3,808 884
2,559 0 2,014 545
738 0 575 163
2,123 0 1,748 375
3,230 0 2,744 486
277 0 254 23
1,206 0 1,492 -286
3,548 0 4,196 -648
1,964 0 2,623 -659
1,791 0 2,263 -472
2,687 0 3,394 -707
5,642 0 4,920 722
5,304 0 4,733 571
2,637 0 2,271 366
2,545 0 2,214 331
2,116 0 2,228 -112
217 0 223 -6
2,168 0 2,179 -11
6,190 0 5,002 1,188
797 0 651 146
2,676 0 2,185 491
2,622 0 2,261 361
2,294 0 1,916 378
2,294 0 2,014 280
2,437 0 2,381 56
2,383 0 2,416 -33
3,844 0 4,465 -621
5,452 0 4,711 741
2,806 0 2,530 276
2,190 0 2,144 46
2,162 0 1,757 405
2,941 0 2,377 564
5,318 0 4,180 1,138
2,381 0 1,486 895
4,081 0 2,636 1,445
2,381 0 1,557 824
2,680 0 2,226 454
2,867 0 2,522 345
2,680 0 2,244 436
2,431 0 2,242 189
2,306 0 2,070 236
4,572 0 4,680 -108
2,954 0 2,470 484
2,603 0 2,267 336
70 0 76 -6
7,562 0 2,801 4,761
1,016 0 539 477
2,705 0 2,355 350
2,241 0 1,978 263
2,473 0 2,466 7
2,016 0 1,708 308
3,566 0 2,315 1,251
930 0 663 267
3,411 0 2,362 1,049
78 0 71 7
3,411 0 3,527 -116
5,071 0 4,480 591
2,275 0 2,389 -114
2,417 0 2,520 -103
2,509 0 2,421 88
2,196 0 2,334 -138
952 0 594 358
4,624 0 3,401 1,223
408 0 391 17
2,357 0 2,051 306
2,403 0 2,189 214
51,446 0 51,459 -13
51,458 0 51,525 -67
44,029 0 44,098 -69
2,078 0 2,057 21
49,911 0 52,291 -2,380
20,605 0 22,690 -2,085
51,413 0 49,774 1,639
42,868 0 42,858 10
29,511 0 29,703 -192
23,687 0 22,299 1,388
47,469 0 47,494 -25
24,618 0 24,526 92
799 0 771 28
47,276 0 48,061 -785
47,610 0 47,518 92
23,936 0 23,820 116
23,936 0 25,048 -1,112
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 -52
b 0 0 0 99
c 0 0 0 25
d 0 0 0 1,067
e 0 0 0 6
0 0 0 900
0 0 0 266
0 0 0 21
0 0 0 311
0 0 0 180
0 0 0 133
0 0 0 25
0 0 0 2
0 0 0 616
0 0 0 69
0 0 0 612
0 0 0 218
0 0 0 -46
0 0 0 -84
0 0 0 -3,374
0 0 0 1,331
0 0 0 45
0 0 0 399
0 0 0 286
0 0 0 133
0 0 0 190
0 0 0 -4,710
0 0 0 1,681
0 0 0 -701
0 0 0 237
0 0 0 895
0 0 0 458
0 0 0 518
0 0 0 669
0 0 0 328
0 0 0 -9,386
0 0 0 259
0 0 0 624
0 0 0 -192
0 0 0 -542
0 0 0 386
0 0 0 875
0 0 0 140
0 0 0 118
0 0 0 84
0 0 0 -12
0 0 0 -3,350
0 0 0 962
0 0 0 57
0 0 0 -3,073
0 0 0 -2,744
0 0 0 1,343
0 0 0 563
0 0 0 52
0 0 0 177
0 0 0 171
0 0 0 111
0 0 0 103
0 0 0 2,264
0 0 0 141
0 0 0 185
0 0 0 276
0 0 0 79
0 0 0 61
0 0 0 335
0 0 0 68
0 0 0 -2,087
0 0 0 629
0 0 0 -201
0 0 0 -6,638
0 0 0 143
0 0 0 65
0 0 0 1,928
0 0 0 135
0 0 0 190
0 0 0 6
0 0 0 2,295
0 0 0 1,541
0 0 0 168
0 0 0 145
0 0 0 -2
0 0 0 322
0 0 0 546
0 0 0 448
0 0 0 -417
0 0 0 -986
0 0 0 -115
0 0 0 118
0 0 0 -15
0 0 0 -80
0 0 0 -71
0 0 0 42
0 0 0 5
0 0 0 475
0 0 0 -7
0 0 0 -148
0 0 0 -86
0 0 0 387
0 0 0 429
0 0 0 11
0 0 0 -95
0 0 0 236
0 0 0 -92
0 0 0 -36
0 0 0 -552
0 0 0 -184
0 0 0 397
0 0 0 466
0 0 0 793
0 0 0 197
0 0 0 303
0 0 0 484
0 0 0 -78
0 0 0 19
0 0 0 -65
0 0 0 47
0 0 0 161
0 0 0 -218
0 0 0 1,116
0 0 0 121
0 0 0 -41
0 0 0 -64
0 0 0 239
0 0 0 248
0 0 0 270
0 0 0 -164
0 0 0 -30
0 0 0 -243
0 0 0 -5
0 0 0 -1
0 0 0 -87
0 0 0 -179
0 0 0 80
0 0 0 415
0 0 0 153
0 0 0 1,164
0 0 0 -202
0 0 0 -88
0 0 0 -5
0 0 0 -244
0 0 0 -26
0 0 0 997
0 0 0 181
0 0 0 1,115
0 0 0 852
0 0 0 590
0 0 0 426
0 0 0 1,733
0 0 0 844
0 0 0 364
0 0 0 -66
0 0 0 7,653
0 0 0 13,269
0 0 0 87
0 0 0 170
0 0 0 299
0 0 0 197
0 0 0 149
0 0 0 105
0 0 0 91
0 0 0 -13
0 0 0 -257
0 0 0 9
0 0 0 140
0 0 0 95
0 0 0 811
0 0 0 474
0 0 0 515
0 0 0 458
0 0 0 479
0 0 0 -657
0 0 0 -369
0 0 0 -34
0 0 0 -133
0 0 0 -112
0 0 0 75
0 0 0 12
0 0 0 -290
0 0 0 -847
0 0 0 34
0 0 0 -80
0 0 0 -276
0 0 0 -265
0 0 0 173
0 0 0 1
0 0 0 503
0 0 0 702
0 0 0 603
0 0 0 470
0 0 0 -17
0 0 0 414
0 0 0 463
0 0 0 176
0 0 0 -143
0 0 0 -90
0 0 0 259
0 0 0 190
0 0 0 213
0 0 0 212
0 0 0 22
0 0 0 1,098
0 0 0 732
0 0 0 64
0 0 0 189
0 0 0 -72
0 0 0 -88
0 0 0 -121
0 0 0 687
0 0 0 292
0 0 0 250
0 0 0 375
0 0 0 -87
0 0 0 2
0 0 0 609
0 0 0 -158
0 0 0 266
0 0 0 -48
0 0 0 517
0 0 0 619
0 0 0 368
0 0 0 521
0 0 0 215
0 0 0 276
0 0 0 1,799
0 0 0 777
0 0 0 622
0 0 0 3,030
0 0 0 2,294
0 0 0 2,080
0 0 0 -553
0 0 0 -219
0 0 0 1
0 0 0 268
0 0 0 206
0 0 0 530
0 0 0 -184
0 0 0 553
0 0 0 88
0 0 0 26
0 0 0 15
0 0 0 -48
0 0 0 -93
0 0 0 38
0 0 0 884
0 0 0 545
0 0 0 163
0 0 0 375
0 0 0 486
0 0 0 23
0 0 0 -286
0 0 0 -648
0 0 0 -659
0 0 0 -472
0 0 0 -707
0 0 0 722
0 0 0 571
0 0 0 366
0 0 0 331
0 0 0 -112
0 0 0 -6
0 0 0 -11
0 0 0 1,188
0 0 0 146
0 0 0 491
0 0 0 361
0 0 0 378
0 0 0 280
0 0 0 56
0 0 0 -33
0 0 0 -621
0 0 0 741
0 0 0 276
0 0 0 46
0 0 0 405
0 0 0 564
0 0 0 1,138
0 0 0 895
0 0 0 1,445
0 0 0 824
0 0 0 454
0 0 0 345
0 0 0 436
0 0 0 189
0 0 0 236
0 0 0 -108
0 0 0 484
0 0 0 336
0 0 0 -6
0 0 0 4,761
0 0 0 477
0 0 0 350
0 0 0 263
0 0 0 7
0 0 0 308
0 0 0 1,251
0 0 0 267
0 0 0 1,049
0 0 0 7
0 0 0 -116
0 0 0 591
0 0 0 -114
0 0 0 -103
0 0 0 88
0 0 0 -138
0 0 0 358
0 0 0 1,223
0 0 0 17
0 0 0 306
0 0 0 214
0 0 0 -13
0 0 0 -67
0 0 0 -69
0 0 0 21
0 0 0 -2,380
0 0 0 -2,085
0 0 0 1,639
0 0 0 10
0 0 0 -192
0 0 0 1,388
0 0 0 -25
0 0 0 92
0 0 0 28
0 0 0 -785
0 0 0 92
0 0 0 116
0 0 0 -1,112
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 67,220
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 21,494
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 49,280 888,756 0.055448
2010 25,185 824,342 0.030552
2009 44,569 727,487 0.061264
2008 47,932 945,931 0.050672
2007 73,186 1,147,227 0.063794
2 Total of line 1, column (d) ...................... 2 0.261730
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 in existence if less than 5 years. . . 		3 0.052346
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 1,064,025
5 Multiply line 4 by line 3....................... 5 55,697
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 798
7 Add lines 5 and 6......................... 7 56,495
8 Enter qualifying distributions from Part XII, line 4.............. 8 54,386
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.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,595
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,595
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,595
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 0 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,595
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD J GUZIOR Telephone no.bullet (773) 586-7777
    Located atbullet7030 WEST 63RD STREETCHICAGOIL ZIP+4bullet60638
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them 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 benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as 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 4943(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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, 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 charitable, etc., organization described
    in section 509(a)(1), (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?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    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?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    RICHARD J GUZIOR SR President
    1.00     		0 0 0
    7 HORSESHOE LN
    LEMONT,IL60439
    CHRISTINE E GUZIOR Secretary
    1.00     		0 0 0
    7 HORSESHOE LN
    LEMONT,IL60439
    DAVID A GOSS Treasurer
    1.00     		0 0 0
    806 LAUREL BAY
    NEW LENOX,IL60451
    RICHARD W GUZIOR Director
    1.00     		300 0 0
    8263 RIPPLE RIDGE
    DARIEN,IL60651
    CHARISSA GUZIOR Director
    1.00     		300 0 0
    8217-I CONCORD LN
    JUSTICE,IL60458
    RONALD GUZIOR Director
    1.00     		300 0 0
    7 HORSESHOE LANE
    LEMONT,IL60451
    RUSSELL GUZIOR Director
    1.00     		300 0 0
    7 HORSESHOE LN
    LEMONT,IL60451
    RYAN GUZIOR Director
    1.00     		300 0 0
    1029 OWEN POINT RD
    CAMDENTON,MO65020
    RANDALL GUZIOR Director
    1.00     		300 0 0
    7 HORSESHOE LN
    LEMONT,IL60451
    CARLA GUZIOR Director
    1.00     		300 0 0
    7 HORSESHOE LN
    LEMONT,IL60451
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    991,536
    b
    Average of monthly cash balances.......................
    1b
    88,692
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,080,228
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,080,228
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,203
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,064,025
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,201
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,201
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,595
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,595
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,606
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    51,606
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    51,606
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    54,386
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    54,386
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    54,386
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 51,606
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 17,655
    b From 2008....... 813
    c From 2009....... 8,273
    d From 2010.......  
    e From 2011....... 5,274
    fTotal of lines 3a through e......... 32,015
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 54,386
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 51,606
    e Remaining amount distributed out of corpus 2,780
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 34,795
    b Prior years’ undistributed income. Subtract
    line 4b from line 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 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		17,655
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		17,140
    10 Analysis of line 9:
    a Excess from 2008.... 813
    b Excess from 2009.... 8,273
    c Excess from 2010....  
    d Excess from 2011.... 5,274
    e Excess from 2012.... 2,780
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RICHARD J GUZIOR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CATHOLIC CHARITIES
    SIXTY-SIX CANAL CENTER PLAZA STE 60
    ALEXANDRIA,VA22314     		  501(c)3 Religious 500
    HOCKEY INTERNATIONAL MINISTRIES
    PO BOX 10857
    WHITE BEAR LAKE,MN55110     		  501(c)3 Religious 1,500
    TRI COUNTY YMCA OF THE OZARK
    PO BOX 541
    OSAGE BEACH,MO65065     		  501(c)3 Education 500
    ST JAMES CHURCH
    5730 WEST FULLERTON AVENUE
    CHICAGO,IL60639     		  501(c)3 Religious 500
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		  501(c)3 Assistance toindigent families 1,000
    MT CARMEL HIGH SCHOOL
    6410 S DANTE AVENUE
    CHICAGO,IL60637     		  501(c)3 Education 2,000
    DITZFIELD CENTER
    417 W PETTIS STREET
    SEDALIA,MO65301     		  501(c)3 Scientific 10,000
    MAKE A WISH FOUNDATION
    4742 N 24TH ST SUITE 400
    PHOENIX,AZ85016     		  501(c)3 Charitable 500
    BROTHERHOOD OF HOPE
    194 SUMMER ST
    SOMERVILLE,MA02143     		  501(c)3 Charitable 5,000
    AUXILIARY BOARD OF NORTHWESTERN MEMORIAL HOSPITAL
    251 EAST HURON STREET
    CHICAGO,IL60611     		  501(c)3 Scientific 500
    ANDREW ALTHLETIC BOOSTER CLUB
    9001 WEST 171ST STREET
    TINELY PARK,IL60487     		  501(c)3 Education 1,000
    CURE SEARCH CHILDREN'S CANCER
    4600 EAST-WEST HIGHWAY
    BETHESDA,MD20814     		  501(c)3 Scientific 1,000
    CULVER ACADEMIES
    1300 ACADEMY ROAD
    CULVER,IN46511     		  501(c)3 Education 2,500
    QUEEN OF PEACE HIGH SCHOOL
    7659 LINDER AVENUE
    BURBANK,IL60459     		  501(c)3 Education 2,500
    NATIVITY OF BVM UKRAINIAN CATHOLIC CHURCH
    630 LAUREL STREET
    READING,PA19602     		  501(c)3 Religious 7,000
    EVEREST ACADEMY
    11550 BELL ROAD
    LEMONT,IL60439     		  501(c)3 Education 1,000
    PARKVIEW CHRISTIAN CHURCH
    1463 SOUTH FARRELL ROAD
    LOCKPORT,IL60441     		  501(c)3 Religious 2,395
    COURTSIDE MINISTRIES
    102 SOUTH TEJON STREET
    COLORADO SPRINGS,CO80903     		  501(c)3 Religious 500
    NEW LIFE CHURCH
    500 GOUGAR ROAD
    NEW LENOX,IL60451     		  501(c)3 Religious 1,200
    WEST SUBURBAN COMMUNITY PANTRY
    6809 HOBSON VALLEY DRIVE
    WOODRIDGE,IL60517     		  501(c)3 Assistance toindigent families 1,500
    WOMANS AID
    4751 W TOUHY AVE
    LINCOLNWOOD,IL60712     		  501(c)3 Assistance toindigent families 300
    Total .................................bullet 3a 42,895
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....         24,037
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         67,220
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     91,257
    13Total. Add line 12, columns (b), (d), and (e)..................
    1391,257
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 Income produced to support grants to other 501(c)(3) organizations.
    8 Income produced to support grants to other 501(c)(3) organizations.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    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...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    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.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    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.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
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    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Sale of Marketable Securities - See Part IV(a)   Purchased   VARIOUS 60,247 57,513     2,734  
    Sale of Marketable Securities - See Part IV(a)   Purchased   VARIOUS 136,990 149,076     -12,086  
    Sale of Marketable Securities - See Part IV(a)   Purchased   VARIOUS 1,146,779 1,070,207     76,572  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Name of Bond End of Year Book Value End of Year Fair Market Value
    334 Ishares Lehman 3-7 Year Treasury 41,147 41,155
    500 Ishares Core S&P Mid-Cap 50,043 50,850
    309 shrs Ultra Mic-Cap 400 Proshares 22,029 22,881
    519 shrs Proshares Ultra 7-10 Year Treasury 29,446 29,453
    269 Ishares Core S&P 500 Etf 34,714 38,505
    756.222 shrs Merger Fd Sh Ben Int 11,850 11,971
    48.291 shrs Merger Fd Sh Ben Int 778 764
    1092.99 shrs Mainstay MarketField Funds 17,291 17,291
    1940.08 shrs Opp Stlpth Sel 40-I 19,750 20,565
    76.993 shrs Opp Stlpth Sel 40-I 816 816
    752.421 shrs Pimco All Asset All Auth 7,697 8,344
    1166.16 shrs Pimco Emerging Local Bond Fund 11,778 12,804
    508 shrs Global X Permanent Etf 13,005 13,018
    1091.16 shrs Pimco Fds Pac Invt Mgmt Ser 11,850 11,774
    91.992 shrs Pimco Fds Pac Invt Mgmt Ser 1,009 993
    4364.64 shrs Pimco Fds Pac Invt Mgmt Ser 39,500 42,075
    2290.37 shrs Pimco Fds Pac Invt Mgmt Ser 21,346 22,079
    29.729 shrs Pimco Fds Pac Invt Mgmt Ser 288 287
    3157.19 shrs Pimco Total Return Fd 35,550 35,487
    276.349 shrs Pimco Total Return Fd 3,134 3,106
    117 shrs Spdr DJ Wilshire Reit Etf 7,986 8,537
    875.938 shrs Sdrix Northern Lights Funds 8,646 8,654
    196 Ishrs Barclays Tips Bonds 23,661 23,796
    17 Ishrs Barclays Tips Bonds 2,072 2,064
    281 shrs Vanguard Sm Cap Vipers 19,858 22,733
    242 shrs Vanguard Sm Cap Vipers 18,836 19,578
    491 shrs Vanguard MSCI Eafe Etf 14,288 17,298
    360 shrs Vanguard MidCap Vipers 26,309 29,678
    296 shrs Vanguard MSCI Emerging Markets Fund 11,037 13,181
    605 shrs Vanguard High Dividend Yield Fund 27,419 29,875

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Name of Stock End of Year Book Value End of Year Fair Market Value
    277 shrs Alcoa Inc 7,775 2,404
    8 shrs Alcoa Inc 293 69
    105 shrs Abbott Laboratories (ABT) 5,083 6,878
    35 shrs Abbott Laboratories (ABT) 1,817 2,293
    135 shrs Aetna Inc (AET) 5,206 6,252
    5 shrs Aetna Inc (AET) 136 232
    5 shrs Aetna Inc (AET) 158 232
    110 shrs Ameriprise Financial Inc 2,727 6,889
    193 shrs American Express Co 10,601 11,055
    11 shrs American Express Co 446 630
    43 shrs Bank of America Corp 2,260 499
    78 shrs Bank of America Corp 1,135 906
    84 shrs Bank of America Corp 1,412 975
    41 shrs Bank of America Corp 697 476
    146 shrs Brunswick Corp 4,584 4,247
    55 shrs Brunswick Corp 586 1,600
    34 shrs Brunswick Corp 544 989
    155 shrs Berkshire Hathaway Inc Cl B 8,723 13,904
    10 shrs Citigroup Inc 4,997 396
    38 shrs Citigroup Inc 1,080 1,503
    109 shrs Caterpillar Inc 7,204 9,767
    14 shrs Caterpillar Inc 569 1,255
    136 shrs Cigna Corporation Com 5,378 7,271
    7 shrs Cigna Corporation Com 229 374
    74 shrs Clorox Co 4,692 5,418
    45 shrs Clorox Co 2,686 3,295
    105 shrs Conocophillips 4,721 6,089
    50 shrs Conocophillips 1,686 2,900
    114 shrs Chevron Corp 7,102 12,328
    170 shrs Dow Chem Co 6,598 5,496
    15 shrs Dow Chem Co 414 485
    54.999 shrs Duke Energy Corp 2,886 3,509
    17 shrs Duke Energy Corp 791 1,085
    62 shrs Emerson Elec Co 2,825 3,284
    57 shrs Energizer Holdings Inc 3,079 4,559
    8 shrs Energizer Holdings Inc 470 640
    135 shrs Eaton Corp 6,973 7,314
    58 shrs Eaton Corp 2,996 3,142
    118.427 shrs AGL Resources Inc 4,754 4,734
    12.573 shrs AGL Resources Inc 505 503
    228 shrs General Eletric Co 7,941 4,786
    272 shrs General Electric Co 3,275 5,709
    206 shrs General Electric Co 5,653 8,327
    44 shrs Hartford Finl Service Group Inc 3,811 987
    56 shrs Harford Finl Service Group Inc 933 1,257
    103 shrs Hartford Finl Service Group Inc 1,863 2,311
    116 shrs Honeywell Intl Inc 4,722 7,363
    60 shrs Honeywell Intl Inc 2,038 3,808
    117 shrs Kimberly Clark Corp 7,590 9,878
    2 shrs Kimberly Clark Corp 137 169
    41 shrs Kraft Foods Group Inc Cl A 1,225 1,864
    59 shrs Lockheed Martin Corp 4,905 5,445
    15 shrs Lockheed Martin Corp 1,134 1,384
    9 shrs Lockheed Martin Corp 697 831
    124 shrs Modelez International Inc 2,301 3,156
    122 shrs 3M Company 8,973 11,328
    83 shrs Altria Group 1,582 2,610
    171 shrs Altria Group 2,998 5,376
    44 shrs Norfolk Southern Corp 3,075 2,721
    148 shrs Plum Creek Timber Co Inc 5,065 6,567
    175 shrs Public Service Enterprise Group 5,355 5,355
    134 shrs Philip Morris International 5,867 11,208
    52 shrs Phillips 66 1,389 2,761
    25 shrs Phillips 66 501 1,328
    132 shrs Royal Dutch Shell Plc 8,676 9,101
    16 shrs Royal Dutch Shell Plc 844 1,103
    58 shrs Spectra Energy Corp 1,468 1,588
    46 shrs Spectra Energy Corp 792 1,259
    39 shrs Spectra Energy Corp 756 1,068
    21 shrs Spectra Energy Corp 470 575
    165 shrs Target Corp 8,993 9,763
    15 shrs Target Corp 656 888
    249 shrs Textron Inc 10,505 6,173
    25 shrs Textron Inc 461 620
    118 shrs Wells Fargo & Co 3,412 4,033
    70 shrs Wells Fargo & Co 1,866 2,393
    122 shrs Waste Management Inc 4,382 4,116
    95 shrs Waste Management Inc 2,674 3,205

    TY 2012 LegalFeesSchedule
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Lawrence, Kamin, Saunders & Uhlenhop, LLC Legal fees 230      


    TY 2012 OtherExpensesSchedule
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Illinois Charitable Trust Bureau 15      
    Secretary of State 10      
    Foreign Tax 165      
    Misc        
    Office Supplies        


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE GUZIOR FAMILY FOUNDATION
    EIN: 20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Coyle Asset Management Investment Advisory Fees 11,491