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
MUNTWYLER WANDA CHAR 0
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3636   Room/suite
City or town, state, and ZIP code
GRAND RAPIDS, MI495013636
A Employer identification number

36-7155124
B Telephone number (see instructions)

(800) 400-0439
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$1,547,334J 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 3 3  
4 Dividends and interest from securities...... 30,081 30,081  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,336
b Gross sales price for all assets on line 6a 415,332
7 Capital gain net income (from Part IV, line 2)... 38,336
8 Net short-term capital gain......... 0
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)....... Click to see attachment 5,497 5,497  
12 Total. Add lines 1 through 11........ 73,917 73,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 875     875
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 870 435 0 435
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,186 257   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 22,392 22,108   284
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,323 22,800 0 1,594
25 Contributions, gifts, grants paid........ 93,500 93,500
26 Total expenses and disbursements. Add lines 24 and 25 118,823 22,800 0 95,094
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -44,906
b Net investment income (if negative, enter -0-) 51,117
c Adjusted net income (if negative, enter -0-)... 0
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............... 1 397 397
2 Savings and temporary cash investments.......... 43,150 41,866 41,866
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 456,647 Click to see attachment333,898 404,202
c Investments—corporate bonds (attach schedule)........ 388,148 Click to see attachment389,225 399,711
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 78,178 Click to see attachment150,335 150,282
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment545,379 Click to see attachment550,876 Click to see attachment550,876
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,511,503 1,466,597 1,547,334
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......... 1,481,721 1,418,744
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 29,782 47,853
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,511,503 1,466,597
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,511,503 1,466,597
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 1,511,503
2 Enter amount from Part I, line 27a..................... 2 -44,906
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,466,597
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,466,597
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 215. MDU RES GROUP INC COM   2010-07-14 2012-02-01
b 67. MDU RES GROUP INC COM   2010-07-14 2012-02-02
c 80. MDU RES GROUP INC COM   2010-08-31 2012-02-02
d 69. PHILIP MORRIS INTL INC   2009-11-13 2012-02-08
e 55. PHILIP MORRIS INTL INC   2009-11-30 2012-02-08
74. MEDCO HEALTH SOLUTIONS INC   2009-03-12 2012-03-09
53. EXXON MOBIL CORP COM   2010-08-26 2012-04-04
26. FEDEX CORP   2010-09-22 2012-04-04
1810.201 PIMCO COMMODITY REALRETURN STRAT   2011-05-10 2012-04-04
2. APPLE COMPUTER INC COM   2009-09-01 2012-04-18
1. GOOGLE INC-CL A   2008-06-17 2012-04-18
4. LORILLARD INC   2012-02-08 2012-04-18
2. MASTERCARD INC CL A   2009-03-12 2012-04-18
6. NATIONAL-OILWELL INC   2010-07-13 2012-04-18
17. PACKAGING CORP AMER   2010-08-04 2012-04-18
16. SPECTRA ENERGY CORP   2008-12-19 2012-04-18
132. SPECTRA ENERGY CORP   2009-02-11 2012-04-18
11. TUPPERWARE CORP COM   2012-02-08 2012-04-18
7. YUM! BRANDS INC COMMON STOCK   2008-05-23 2012-04-18
117. ROGERS COMMUNICATIONS INC CL B   2010-08-26 2012-04-25
94. KELLOGG CO COM   2011-08-25 2012-04-26
56. KELLOGG CO COM   2011-08-25 2012-04-26
103. KOHLS CORP COM   2010-08-11 2012-05-02
100. ISHARES TR MSCI EAFE INDEX FD ETF [RIC]   2011-05-10 2012-05-09
108. AMERIPRISE FINANCIAL INC   2011-02-16 2012-05-11
54. J P MORGAN CHASE & CO   2006-02-15 2012-05-11
58. J P MORGAN CHASE & CO   2010-10-21 2012-05-11
38. J P MORGAN CHASE & CO   2011-10-27 2012-05-11
15. J P MORGAN CHASE & CO   2011-10-27 2012-05-11
128. J P MORGAN CHASE & CO   2009-02-11 2012-05-11
16. FEDEX CORP   2010-09-22 2012-06-13
52. FEDEX CORP   2010-09-24 2012-06-13
38. ABBOTT LABS   2010-07-13 2012-06-27
66. ALLIANT CORP   2011-06-01 2012-06-27
33. ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR   2011-01-26 2012-06-27
15. APACHE CORP COM   2011-10-27 2012-06-27
7. APPLE COMPUTER INC COM   2009-09-01 2012-06-27
184. ATMEL CORP COM   2011-03-02 2012-06-27
11. BARD C R INC COM   2010-06-29 2012-06-27
247. CNO FINL GROUP INC   2011-05-25 2012-06-27
32. CAPITAL ONE FINL CORP COM   2011-10-27 2012-06-27
39. CENTURYLINK INC   2012-05-11 2012-06-27
10. CHEVRON CORP   2009-07-23 2012-06-27
14. CHEVRON CORP   2009-07-02 2012-06-27
30. COACH INC   2012-05-02 2012-06-27
30. COCA COLA CO COM   2006-03-02 2012-06-27
80. COMCAST CORP CL A   2010-10-13 2012-06-27
42. DANAHER CORP COMMON   2012-04-04 2012-06-27
13. DEERE & CO COM   2011-12-06 2012-06-27
109. EAST WEST BANCORP INC   2011-02-07 2012-06-27
9. F5 NETWORKS INC   2011-06-24 2012-06-27
49. GILEAD SCIENCES INC COM   2009-02-11 2012-06-27
4. GOOGLE INC-CL A   2008-06-17 2012-06-27
38. HONEYWELL INTL INC   2011-02-23 2012-06-27
16. INTERNATIONAL BUSINESS MACHINES COM   2009-03-06 2012-06-27
400. ISHARES TR MSCI EMERGING MKTS INDEX FD ETF [RIC]   2009-05-08 2012-06-27
22. JOY GLOBAL INC   2011-10-27 2012-06-27
18. LORILLARD INC   2012-02-08 2012-06-27
6. MASTERCARD INC CL A   2009-03-12 2012-06-27
16. MCKESSON CORPORATION   2010-08-24 2012-06-27
54. MEDTRONIC INC COM   2010-01-19 2012-06-27
43. MICROSOFT CORP COM   2010-11-04 2012-06-27
56. MOODYS CORP   2011-10-27 2012-06-27
92. MYLAN LABS INC COM   2011-01-19 2012-06-27
29. NATIONAL-OILWELL INC   2010-07-13 2012-06-27
31. NAVISTAR INTL CORP NEW   2012-04-04 2012-06-27
31. NORFOLK SOUTHERN CORP COM   2008-11-05 2012-06-27
30. NORTHEAST UTILS COM   2012-02-01 2012-06-27
21. OCCIDENTAL PETE CORP COM   2012-04-18 2012-06-27
51. ORACLE CORPORATION COM   2006-09-13 2012-06-27
36. PNC BANK CORP COM   2011-02-16 2012-06-27
87. PACKAGING CORP AMER   2010-08-04 2012-06-27
36. ROCKWOOD HLDGS INC   2011-02-07 2012-06-27
3. ROCKWOOD HLDGS INC   2011-02-02 2012-06-27
79. SLM CORP COMMON STOCK   2011-11-21 2012-06-27
42. SAN DISK CORP   2011-02-09 2012-06-27
22. SCHLUMBERGER LTD COM   2011-02-09 2012-06-27
11. SCHLUMBERGER LTD COM   2011-03-10 2012-06-27
47. STARBUCKS CORP   2010-08-11 2012-06-27
32. TUPPERWARE CORP COM   2012-02-08 2012-06-27
68. UNILEVER N V NEW YORK SHS   2011-06-15 2012-06-27
29. VERIZON COMMUNICATIONS   2011-09-15 2012-06-27
18. WALTER ENERGY INCORPORATED   2011-05-20 2012-06-27
16. WELLPOINT INC   2010-06-04 2012-06-27
63. WELLS FARGO COMPANY   2012-05-11 2012-06-27
31. YUM! BRANDS INC COMMON STOCK   2008-05-23 2012-06-27
108. MARVELL TECHNOLOGY GROUP LTDORD   2010-09-17 2012-06-27
28. NOBLE CORPORATION   2011-10-27 2012-06-27
94. NAVISTAR INTL CORP NEW   2012-04-04 2012-07-06
10. WALTER ENERGY INCORPORATED   2011-05-20 2012-07-06
44. WALTER ENERGY INCORPORATED   2011-03-16 2012-07-06
1. ENRON CORP COM - SECURITIES LITIGATION PYMT   2000-03-10 2012-07-18
36. BARD C R INC COM   2010-06-29 2012-07-26
32. MOODYS CORP   2011-10-27 2012-07-26
22. MOODYS CORP   2011-08-10 2012-07-26
33. NATIONAL-OILWELL INC   2010-07-13 2012-07-26
54. UNILEVER N V NEW YORK SHS   2011-06-15 2012-07-26
146. STARBUCKS CORP   2010-08-11 2012-07-27
1000. PNC CAPITAL TRUST E 7.75% PFD [NQDI]   2009-05-26 2012-07-30
121. ABBOTT LABS   2010-07-13 2012-08-08
22. PNC BANK CORP COM   2011-02-16 2012-08-08
91. PNC BANK CORP COM   2011-05-25 2012-08-08
52. WELLPOINT INC   2010-06-04 2012-08-08
45. COMCAST CORP CL A   2010-10-13 2012-08-15
30. DEERE & CO COM   2011-12-06 2012-08-15
12. DEERE & CO COM   2011-12-06 2012-08-15
71. MARVELL TECHNOLOGY GROUP LTDORD   2010-09-17 2012-08-20
274. MARVELL TECHNOLOGY GROUP LTDORD   2010-09-22 2012-08-20
13. JOY GLOBAL INC   2011-10-27 2012-08-24
59. JOY GLOBAL INC   2010-11-03 2012-08-24
22. ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR   2011-01-26 2012-09-05
25000. BANK OF AMERICA CORP 09/25/02 4.875 09/15/12   2005-05-16 2012-09-15
56. AMERICAN INTL GROUP INC   2012-08-20 2012-09-25
48. AMERICAN INTL GROUP INC   2012-08-20 2012-09-25
209. COMCAST CORP CL A   2010-10-13 2012-10-02
100. ISHARES TR RUSSELL 2000 INDEX FD ETF [RIC]   2009-08-10 2012-10-03
13. AGILENT TECHNOLOGIES INC   2012-08-08 2012-10-04
30. ALLIANT CORP   2011-06-01 2012-10-04
47. AMERICAN INTL GROUP INC   2012-08-20 2012-10-04
11. ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR   2011-01-26 2012-10-04
7. APACHE CORP COM   2011-10-27 2012-10-04
3. APPLE COMPUTER INC COM   2009-09-01 2012-10-04
80. ATMEL CORP COM   2011-03-02 2012-10-04
11. BOEING CO COM   2012-09-05 2012-10-04
38. BRISTOL MYERS SQUIBB CO COM   2012-08-08 2012-10-04
108. CNO FINL GROUP INC   2011-05-25 2012-10-04
15. CAPITAL ONE FINL CORP COM   2011-10-27 2012-10-04
19. CENTURYLINK INC   2012-05-11 2012-10-04
10. CHEVRON CORP   2009-07-02 2012-10-04
13. COACH INC   2012-05-02 2012-10-04
27. COCA COLA CO COM   2006-03-02 2012-10-04
18. DANAHER CORP COMMON   2012-04-04 2012-10-04
34. EAST WEST BANCORP INC   2011-02-07 2012-10-04
15. EAST WEST BANCORP INC   2011-02-02 2012-10-04
8. F5 NETWORKS INC   2011-06-24 2012-10-04
21. GILEAD SCIENCES INC COM   2009-02-11 2012-10-04
1. GOOGLE INC-CL A   2008-06-17 2012-10-04
1. GOOGLE INC-CL A   2008-06-25 2012-10-04
18. HONEYWELL INTL INC   2011-02-23 2012-10-04
7. INTERNATIONAL BUSINESS MACHINES COM   2009-03-06 2012-10-04
13. LORILLARD INC   2012-08-16 2012-10-04
4. MASTERCARD INC CL A   2009-03-12 2012-10-04
11. MC DONALDS CORP COM   2012-09-05 2012-10-04
8. MCKESSON CORPORATION   2010-08-24 2012-10-04
23. MEDTRONIC INC COM   2010-01-19 2012-10-04
20. MICROSOFT CORP COM   2010-11-04 2012-10-04
20. MOODYS CORP   2011-08-10 2012-10-04
41. MYLAN LABS INC COM   2011-01-19 2012-10-04
12. NATIONAL-OILWELL INC   2010-07-13 2012-10-04
14. NORFOLK SOUTHERN CORP COM   2008-11-05 2012-10-04
14. NORTHEAST UTILS COM   2012-02-01 2012-10-04
17. OCCIDENTAL PETE CORP COM   2012-04-18 2012-10-04
23. ORACLE CORPORATION COM   2006-09-13 2012-10-04
47. PACKAGING CORP AMER   2010-08-04 2012-10-04
17. ROCKWOOD HLDGS INC   2011-02-02 2012-10-04
34. SLM CORP COMMON STOCK   2011-11-21 2012-10-04
19. SAN DISK CORP   2011-02-09 2012-10-04
16. SCHLUMBERGER LTD COM   2011-03-10 2012-10-04
18. TUPPERWARE CORP COM   2012-02-08 2012-10-04
24. UNILEVER N V NEW YORK SHS   2011-06-15 2012-10-04
14. UNITEDHEALTH GROUP INC   2012-08-08 2012-10-04
12. VERIZON COMMUNICATIONS   2011-09-15 2012-10-04
28. WALGREEN CO COM   2012-07-19 2012-10-04
30. WELLS FARGO COMPANY   2012-05-11 2012-10-04
17. YUM! BRANDS INC COMMON STOCK   2008-05-23 2012-10-04
10. ALLIED WORLD ASSURANCE ADR   2012-07-17 2012-10-04
12. NOBLE CORPORATION   2011-10-27 2012-10-04
180. WELLS FARGO COMPANY   2012-05-11 2012-10-17
68. MC DONALDS CORP COM   2012-09-05 2012-10-19
11. APACHE CORP COM   2011-10-27 2012-11-02
31. APACHE CORP COM   2009-02-11 2012-11-02
202. CNO FINL GROUP INC   2011-05-25 2012-11-08
202. CNO FINL GROUP INC   2011-06-24 2012-11-08
184. CNO FINL GROUP INC   2011-10-27 2012-11-08
81. CNO FINL GROUP INC   2011-10-27 2012-11-08
214. SLM CORP COMMON STOCK   2011-11-21 2012-11-19
113. CENTURYLINK INC   2012-05-11 2012-11-30
32. YUM! BRANDS INC COMMON STOCK   2012-10-19 2012-11-30
101. YUM! BRANDS INC COMMON STOCK   2008-05-23 2012-11-30
(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 4,608   4,241 367
b 1,428   1,322 106
c 1,705   1,507 198
d 5,327   3,460 1,867
e 4,246   2,679 1,567
5,083   2,876 2,207
4,488   3,124 1,364
2,349   2,195 154
11,984   17,306 -5,322
1,228   332 896
612   575 37
546   453 93
877   307 570
475   217 258
489   416 73
485   248 237
4,005   1,883 2,122
670   684 -14
510   271 239
4,346   4,112 234
4,735   4,974 -239
2,817   2,963 -146
5,188   4,945 243
5,124   6,247 -1,123
5,475   6,947 -1,472
1,998   2,174 -176
2,146   2,189 -43
1,406   1,389 17
555   542 13
4,736   3,246 1,490
1,380   1,351 29
4,485   4,383 102
2,394   1,819 575
2,969   2,744 225
2,401   1,898 503
1,260   1,510 -250
4,031   1,163 2,868
1,135   2,667 -1,532
1,147   861 286
1,832   1,855 -23
1,699   1,475 224
1,509   1,551 -42
1,019   673 346
1,427   915 512
1,732   2,221 -489
2,287   1,257 1,030
2,491   1,456 1,035
2,132   2,323 -191
1,005   1,023 -18
2,431   2,487 -56
876   955 -79
2,506   2,426 80
2,288   2,299 -11
2,041   2,116 -75
3,093   1,361 1,732
15,040   12,675 2,365
1,136   2,036 -900
2,341   2,039 302
2,592   921 1,671
1,481   967 514
2,039   2,500 -461
1,304   1,170 134
1,987   1,986 1
1,930   2,129 -199
1,785   1,049 736
786   1,203 -417
2,158   1,871 287
1,149   1,057 92
1,681   1,851 -170
1,446   837 609
2,133   2,335 -202
2,380   2,130 250
1,514   1,527 -13
126   127 -1
1,196   987 209
1,518   2,105 -587
1,336   1,943 -607
668   941 -273
2,523   1,153 1,370
1,723   1,991 -268
2,196   2,136 60
1,273   1,042 231
796   2,142 -1,346
1,123   865 258
2,059   2,090 -31
2,016   1,201 815
1,200   1,934 -734
838   1,031 -193
2,373   3,648 -1,275
420   1,190 -770
1,850   5,144 -3,294
482     482
3,530   2,817 713
1,258   1,135 123
865   664 201
2,362   1,194 1,168
1,846   1,696 150
6,828   3,581 3,247
25,000   23,647 1,353
7,988   5,793 2,195
1,337   1,427 -90
5,529   5,567 -38
2,926   2,811 115
1,532   819 713
2,258   2,360 -102
903   939 -36
739   1,272 -533
2,852   4,732 -1,880
723   1,203 -480
3,281   4,176 -895
1,895   1,265 630
25,000   25,424 -424
1,892   1,921 -29
1,622   1,647 -25
7,483   3,803 3,680
8,357   5,747 2,610
511   527 -16
1,331   1,247 84
1,641   1,607 34
975   633 342
605   705 -100
2,013   499 1,514
399   1,160 -761
768   791 -23
1,282   1,228 54
1,034   811 223
881   691 190
756   756  
1,167   654 513
737   962 -225
1,031   566 465
1,013   996 17
726   776 -50
320   331 -11
844   849 -5
1,458   1,040 418
761   575 186
761   552 209
1,103   1,002 101
1,462   595 867
1,533   1,631 -98
1,896   614 1,282
997   982 15
717   483 234
1,003   1,065 -62
591   544 47
896   603 293
1,005   949 56
956   434 522
921   845 76
543   493 50
1,429   1,498 -69
728   377 351
1,688   1,151 537
814   713 101
563   425 138
828   952 -124
1,140   1,369 -229
980   1,120 -140
863   754 109
805   733 72
557   431 126
1,019   976 43
1,067   995 72
1,132   659 473
787   797 -10
420   442 -22
6,206   5,970 236
6,034   6,070 -36
898   1,107 -209
2,530   2,217 313
1,766   1,517 249
1,766   1,477 289
1,608   1,216 392
708   517 191
3,598   2,673 925
4,369   4,495 -126
2,157   2,245 -88
6,809   3,914 2,895
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       367
b       106
c       198
d       1,867
e       1,567
      2,207
      1,364
      154
      -5,322
      896
      37
      93
      570
      258
      73
      237
      2,122
      -14
      239
      234
      -239
      -146
      243
      -1,123
      -1,472
      -176
      -43
      17
      13
      1,490
      29
      102
      575
      225
      503
      -250
      2,868
      -1,532
      286
      -23
      224
      -42
      346
      512
      -489
      1,030
      1,035
      -191
      -18
      -56
      -79
      80
      -11
      -75
      1,732
      2,365
      -900
      302
      1,671
      514
      -461
      134
      1
      -199
      736
      -417
      287
      92
      -170
      609
      -202
      250
      -13
      -1
      209
      -587
      -607
      -273
      1,370
      -268
      60
      231
      -1,346
      258
      -31
      815
      -734
      -193
      -1,275
      -770
      -3,294
      482
      713
      123
      201
      1,168
      150
      3,247
      1,353
      2,195
      -90
      -38
      115
      713
      -102
      -36
      -533
      -1,880
      -480
      -895
      630
      -424
      -29
      -25
      3,680
      2,610
      -16
      84
      34
      342
      -100
      1,514
      -761
      -23
      54
      223
      190
       
      513
      -225
      465
      17
      -50
      -11
      -5
      418
      186
      209
      101
      867
      -98
      1,282
      15
      234
      -62
      47
      293
      56
      522
      76
      50
      -69
      351
      537
      101
      138
      -124
      -229
      -140
      109
      72
      126
      43
      72
      473
      -10
      -22
      236
      -36
      -209
      313
      249
      289
      392
      191
      925
      -126
      -88
      2,895
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 38,336
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  
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 87,979 1,598,509 0.055038
2010 111,441 1,600,167 0.069643
2009 112,689 1,462,668 0.077043
2008 139,259 1,840,994 0.075643
2007 132,036 2,128,554 0.062031
2 Total of line 1, column (d) ...................... 2 0.339398
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 0.06788
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 1,540,989
5 Multiply line 4 by line 3....................... 5 104,602
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 511
7 Add lines 5 and 6......................... 7 105,113
8 Enter qualifying distributions from Part XII, line 4.............. 8 95,094
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 1,022
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 1,022
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,022
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 620
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 620
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 402
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 taxBullet   Refunded Bullet 11 0
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
 
 
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 addressbulletwww.muntwylerfoundation.org
    14
    The books are in care ofbulletFIFTH THIRD BANK Telephone no.bullet (630) 468-8933
    Located atbullet640 PASQUINELLI DRIVEWESTMONTIL ZIP+4bullet60559
    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
     
     
    .........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
     
    No
    .........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
     
     
    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
    Fifth Third Bank Trustee
    1     		0    
    640 PASQUINELLI DR
    WESTMONT,IL60559
    ENID KEMPE DIRECTOR
    1     		250    
    6915 W CERMAK ROAD
    BERWYN,IL604022207
    LYLE BRUMLEY DIRECTOR
    1     		250    
    5809 SOUTH THURLOW
    HINSDALE,IL60521
    ROBERT C PEILER ASSISTANT DIRECTOR
    1     		250    
    1820 N 76TH COURT
    ELMWOOD PARK,IL60707
    ANGIE WOOD ASSISTANT EXECUTIVE DIRECTOR
    1     		125    
    1620 W DIEHL ROAD
    NAPERVILLE,IL60563
    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
    1,564,456
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,564,456
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,564,456
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    23,467
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,540,989
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    77,049
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    77,049
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,022
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,022
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    76,027
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    76,027
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    76,027
    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
    95,094
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    95,094
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    95,094
    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 76,027
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 28,606
    b From 2008....... 47,625
    c From 2009....... 39,892
    d From 2010....... 32,049
    e From 2011....... 8,671
    fTotal of lines 3a through e......... 156,843
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 95,094
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 76,027
    e Remaining amount distributed out of corpus 19,067
    5 Excess distributions carryover applied to 2012. 0 0
    (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 5 175,910
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		28,606
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		147,304
    10 Analysis of line 9:
    a Excess from 2008.... 47,625
    b Excess from 2009.... 39,892
    c Excess from 2010.... 32,049
    d Excess from 2011.... 8,671
    e Excess from 2012.... 19,067
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    FIFTH THIRD BANK
    640 PASQUINELLI DR
    WESTMONT,IL60559
    (630) 468-8933
    bThe form in which applications should be submitted and information and materials they should include:
    A DETAILED PROPOSAL, OUTLINING THE PROGRAM OR SERVICE, ALONG WITH A BRIEF HISTORY OF THE ORGANIZATION.
    cAny submission deadlines:
    DEADLINE FOR GRANT REQUESTS IS JULY 31 ANNUALLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS WILL BE LIMITED TO PROJECTS WITHIN THE STATE OF ILLINOIS. PROJECTS SUBMITTED FOR CONSIDERATION SHOULD BE LIMITED TO A BUDGET SIZE OF $5,000 OR LESS.
    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
    Animal Care League
    13016 WEST 151ST STREET
    Lockport,IL60441     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 6,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD STE 311
    CHICAGO,IL60613     		NONE 501 (C) 3 GENERAL OPERATING SUPPORT 6,000
    Assisi Animal Foundation
    PO BOX 143
    Crystal Lake,IL600390143     		NONE 501(C) 3 GENERAL OPERATING SUPPORT 3,000
    Metro East Humane Society
    8495 STATE ROUTE 143
    Edwardsville,IL62026     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    Peoria Humane Society
    2600 NE PERRY
    Peoria,IL61603     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000
    Naperville Humane Society
    1620 WEST DEIHL ROAD
    Naperville,IL605631130     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 8,000
    Quincy Humane Society
    3411 SOUTH 12TH STREET
    Quincy,IL62301     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    GREYHOUNDS ONLY INC
    335 E GENEVA RD
    CAROL STREAM,IL60188     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 8,000
    UNIVERSITY OF ILLINOIS
    1737 WEST POLK STREET
    CHICAGO,IL60612     		NONE N/A SCHOLARSHIPS 5,000
    JOLIET JUNIOR COLLEGE
    1215 HOUBOLT ROAD
    JOLIET,IL60431     		NONE N/A SCHOLARSHIPS 2,500
    CATNAP FROM THE HEART
    1101 BEACH AVE
    CHICAGO,IL60526     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    CENTRAL IL GREYHOUND
    ADOPTION
    2208 SIERRA DR
    PEKIN,IL61554     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    THE GREYHOUND ALLIANCE
    PO BOX 5803
    RIVER FOREST,IL60305     		NONE 501(C) 3 GENERAL OPERATING SUPPORT 12,000
    Felines Inc
    PO BOX 60616
    Chicago,IL60660     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 4,500
    Tails Humane Society
    2250 BARBER GREENE ROAD
    Dekalb,IL60115     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,500
    CHICAGO ANIMAL CARE & CONTROL
    2741 S WESTERN AVE
    CHICAGO,IL60608     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 2,000
    HUMANE SOCIETY OF SOUTHERN ILLINOIS
    PO BOX 291
    CARBONDALE,IL62903     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    SPAY ILLINOIS PET WELL CLINIC
    122 E WASHINGTON ST
    MOMENCE,IL60954     		NONE 501(C)(3) GENERAL OPERATING FUND 3,500
    PARTNERS FOR PETS
    8901 E TRENT AE
    SPOKANE VALLEY,WA99212     		NONE 501(C)(3) PROGRAM SUPPORT 2,500
    SAFE HUMANE CHICAGO
    PO BOX 7342
    CHICAGO,IL606807342     		NONE 501(C)(3) PROGRAM SUPPORT 3,500
    ALTON AREA ANIMAL AID ASSOC
    4530 NORTH ALBY ROAD
    Godfrey,IL62035     		NONE 501(C)(3) CHARITABLE 3,500
    Total .................................bullet 3a 93,500
    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       0 3
    4 Dividends and interest from securities....       0 30,081
    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.....       0 5,497
    8Gain or (loss) from sales of assets other than inventory       0 38,336
    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)..   0 73,917
    13Total. Add line 12, columns (b), (d), and (e)..................
    1373,917
    (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 FROM THE WANDA MUNTWYLER CHARITABLE TRUST IS USED TO
    7 0
    8 HELP DEFRAY THE COSTS OF ORGANIZATIONS ESTABLISHED TO
    3 PREVENT ANIMAL CRUELTY.
    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
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 870 435   435

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS GROUP INC 25,000 25,778
    PFIZER INC 5.35% 26,036 27,533
    SBC COMMUNICATIONS 5.1% 25,377 26,855
    TARGET CORP 5.125 % 48,675 50,079
    TSY INFL IX N/B 29,387 32,298
    TSY INFL IX N/B 29,218 31,196
    CISCO SYS INC 3.15 25,568 27,154
    JP MORGAN CHASE & CO 3.15 25,411 26,486
    ORACLE CORP NT 4.95 26,957 25,321
    WAL MART STORES 1.625 25,289 25,414
    TOTAL CAPITAL SA 3.125 26,030 26,609
    GENERAL ELEC CAP CORP 6.45 26,020 25,000
    OPPENHEIMER INTL BD FD 20,000 20,061
    ARCHER DANIELS MIDLAND 30,257 29,927

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 3,657 11,708
    CHEVRON CORPORATION 4,183 6,921
    COCA COLA CO 3,373 5,836
    GILEAD SCIENCES INC 6,064 9,769
    GOOGLE INC 6,223 9,196
    INTERNATIONAL BUSINESS MACHS 3,742 8,428
    JP MORGAN CHASE 6,229 6,551
    MASTERCARD INC 3,225 10,317
    MCKESSON CORPORATION 2,779 4,460
    MEDTRONIC INC 6,464 5,907
    MICROSOFT CORP 3,211 3,152
    MYLAN INC 4,483 6,917
    NATIONAL-OILWELL INC 2,243 4,238
    NORFOLK SOUTHN CORP 3,467 5,318
    ORACLE CORPORATION 2,247 4,565
    SCHULMBERGER LTD 6,365 6,583
    ISHARES RUSSELL 2000 INDEX FD 31,251 50,591
    PACKAGING CORP AMER 6,905 10,849
    NOBLE CORPORATION 2,836 2,681
    CAPITAL ONE FINL CORP 4,170 5,330
    HONEYWELL INTL INC 5,808 6,728
    MOODYS CORP 3,378 5,635
    SANDISK CORP 4,574 4,828
    VERIZON COMMUNICATIONS 4,329 4,846
    ALLIANT CORP 6,731 7,991
    ATMEL CORP 6,078 3,229
    EAST WEST BANCORP INC 6,344 6,383
    F5 NETWORKS 4,720 4,469
    ROCKWOOD HLDGS 4,327 5,144
    ANHEUSER BUSCH 4,083 6,206
    ISHARES MSCI EAFE INDEX 43,729 39,802
    UNILEVER N V-NY SHARES 4,046 4,941
    ALLIED WORLD ASSURANCE 7,742 7,722
    AFLAC INC 3,029 3,133
    AGILENT TECHNOLOGIES INC 3,042 3,070
    AMERICAN CAP LTD 6,041 6,203
    AMERICAN INTL GROUP 9,132 9,884
    BOEING CO 4,601 4,823
    BRISTOL MYERS SQUIBB 7,629 7,691
    COACH INC 6,218 4,663
    DANAHER CORP 6,250 6,317
    GENERAL ELECTRIC 3,013 3,065
    LORILLARD INC 8,328 8,517
    MONDELEZ INTL INC 3,019 2,978
    NORTHEAST UTILS 2,959 3,283
    OCCIDENTAL PETE 9,233 8,044
    OPPENHEIMER DVLPING MKTS 15,000 17,262
    PULTE GROUP INC 3,947 3,850
    SBA COMMUNICATIONS 3,105 3,194
    TJX COS INC 3,034 2,929
    TUPPERWARE BRANDS 6,658 6,859
    UNITEDHEALTH GROUP INC 4,555 4,719
    WALGREEN CO 6,099 6,477

    TY 2012 InvestmentsOtherSchedule2
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PIMCO ALL ASSET AUTH FUND AT COST 50,936 51,915
    T ROWE PRICE RL EST FUND AT COST 24,859 27,335
    AQR FDS RISK PARITY FD AT COST 40,000 38,492
    UBS E-TRACS ALERIAN MLP AT COST 34,540 32,540

    TY 2012 OtherAssetsSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PENN MUTUAL LIFE INS ANNUITY 545,379 550,876 550,876
    ACCRUED INCOME   0 0


    TY 2012 OtherExpensesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEES 10,505 10,505   0
    BANK SERVICE FEES 10,505 10,505   0
    OTHER MISC INVESTMENT EXPENSES 4 4   0
    OTHER MISC CHARITABLE EXPENSES 284 0   284
    INSURANCE PREMIUMS PAID 1,094 1,094   0


    TY 2012 OtherIncomeSchedule2
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 5,497 5,497  


    TY 2012 TaxesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 105 105   0
    FEDERAL EXCISE TAX - PRIOR YEA 309 0   0
    FEDERAL EXCISE TAX ESTIMATE 620 0   0
    FOREIGN TAXES ON QUALIFIED FOR 142 142   0
    FOREIGN TAXES PAID - NQDI 10 10   0