Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
JMJ FOUNDATION CO JAMES BORIS
 

Number and street (or P.O. box number if mail is not delivered to street address)242 SHERIDAN ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KENILWORTH, IL600431217
A Employer identification number

36-4150909
B Telephone number (see instructions)

(847) 251-5043
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$685,553J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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...... 10,649 10,649  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,050
b Gross sales price for all assets on line 6a 247,922
7 Capital gain net income (from Part IV, line 2)... 29,050
8 Net short-term capital gain.........  
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........ 39,699 39,699  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,085 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 236 236   0
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 4,514 1,541   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,835 1,777   0
25 Contributions, gifts, grants paid........ 90,853 90,853
26 Total expenses and disbursements. Add lines 24 and 25 98,688 1,777   90,853
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -58,989
b Net investment income (if negative, enter -0-) 37,922
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 80 69 69
2 Savings and temporary cash investments.......... 27,300 32,700 32,700
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 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)........ 577,860 Click to see attachment511,482 652,784
c Investments—corporate bonds (attach schedule)........      
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) 605,240 544,251 685,553
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) Click to see attachment2,000 Click to see attachment0
23 Total liabilities (add lines 17 through 22).......... 2,000 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 603,240 544,251
30 Total net assets or fund balances (see page 17 of the
instructions).................... 603,240 544,251
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 605,240 544,251
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)............... 1 603,240
2 Enter amount from Part I, line 27a..................... 2 -58,989
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 544,251
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. 6 544,251
Form 990-PF (2013)
Form 990-PF (2013)
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 AETNA INC NEW P 2013-01-04 2013-02-12
b AETNA INC NEW P   2013-06-11
c AETNA INC NEW P 2012-11-01 2013-10-02
d AIR PRODUCTS CHEMICALS P 2013-03-07 2013-07-25
e AKZO NOBEL NV ADR P 2012-02-15 2013-01-04
AMERICAN INTL GROUP INC P 2013-04-23 2013-10-02
BNP PARIBAS SPON ADR P 2013-03-20 2013-09-24
BNP PARIBAS SPON ADR P 2013-03-20 2013-10-02
BARRICK GOLD CORP P 2012-05-24 2013-02-12
BARRICK GOLD CORP P 2012-05-24 2013-02-13
CHINA TELECOM ADR P 2013-04-08 2013-10-02
CITIGROUP INC P 2012-08-20 2013-02-12
COACH INC P 2013-08-29 2013-02-12
DAIHATSU MOTOR CO. LTD ADR P 2012-12-12 2013-02-12
DAIHATSU MOTOR CO. LTD ADR P 2012-12-12 2013-10-02
DOLLAR GENERAL CORP P 2013-01-04 2013-02-12
DOLLAR GENERAL CORP P 2013-01-04 2013-09-16
DOLLAR GENERAL CORP P 2013-01-04 2013-10-02
EMBRAER SA ADR P 2012-03-21 2013-02-12
SAINSBURY SPN ADR NEW P 2013-05-22 2013-10-02
KDDI CORP ADR P 2013-01-23 2013-02-12
KDDI CORP ADR P 2013-01-23 2013-05-10
KDDI CORP ADR P 2013-01-23 2013-05-13
KDDI CORP ADR P   2013-07-03
KDDI CORP ADR P 2013-01-22 2013-10-02
L BRANDS INC P 2013-07-31 2013-10-02
LOWES COS INC P 2012-03-07 2013-01-04
NEWMONT MINING CORP P 2012-02-14 2013-02-13
NIKON CORP PLC UNSPON-ADR P 2012-12-12 2013-10-02
PFIZER INC P 2013-04-23 2013-10-02
QUALCOMM INC P 2013-03-01 2013-10-02
TARGET CORP P 2013-03-19 2013-10-02
TELE2 AB ADR P 2012-02-15 2013-02-12
THERMO FISHER SCIENTIFIC P 2012-10-18 2013-02-12
THERMO FISHER SCIENTIFIC P 2012-10-18 2013-04-23
TOKYO GAS LTD ADR P 2013-05-10 2013-10-02
VIACOM INC CL B NEW P   2013-09-16
VIACOM INC CL B NEW P 2013-04-05 2013-10-02
VODAFONE GP PLC NEW ADR P 2012-06-20 2013-02-12
VODAFONE GP PLC NEW ADR P 2012-06-20 2013-03-07
VOLKSWAGEN AG ADR CUSIP: XXX-XX-XXXX SYMBOL: VLKP Y - 5.000 SHS P 2012-07-06 2013-02-12
WALGREEN CO P 2012-12-11 2013-02-12
WALGREEN CO P 2012-12-11 2013-04-23
WASTE MANAGEMENT INC NEW P 2012-08-02 2013-02-12
WASTE MANAGEMENT INC NEW P 2012-08-02 2013-04-05
ZIMMER HLDGS INC P 2012-05-01 2013-02-12
SEAGATE TECHNOLOGY PLC P 2012-04-02 2013-01-22
NIELSEN HOLDINGS BV CUSIP: N63218106 SYMBOL: NLSN - 10.000 SHS P 2013-06-11 2013-10-02
NIELSEN HOLDINGS BV CUSIP: N63218106 SYMBOL: NLSN - 30.000 SHS P   2013-11-11
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 5.000 SHS P 2012-09-21 2013-02-12
AKZO NOBEL NV ADR CUSIP: XXX-XX-XXXX SYMBOL: AKZO Y - 30.000 SHS P 2011-11-21 2013-01-04
ALLIANZ AKTIENGES ADR CUSIP: XXX-XX-XXXX SYMBOL: AZSE Y - 10.000 SHS P 2011-11-21 2013-02-12
ALLIANZ AKTIENGES ADR CUSIP: XXX-XX-XXXX SYMBOL: AZSE Y - 50.000 SHS P 2012-02-15 2013-05-09
AB FOODS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: ASBF Y - 50.000 SHS P 2011-12-01 2013-01-17
AB FOODS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: ASBF Y - 55.000 SHS P 2011-11-21 2013-02-19
BHP BILLITON PLC-ADR CUSIP: 05545E209 SYMBOL: BBL - 25.000 SHS P 2011-11-21 2013-07-31
BHP BILLITON PLC-ADR CUSIP: 05545E209 SYMBOL: BBL - 25.000 SHS P 2011-12-19 2013-07-31
BARRICK GOLD CORP CUSIP: XXX-XX-XXXX SYMBOL: - 30.000 SHS P 2012-02-03 2013-02-13
BARRICK GOLD CORP CUSIP: XXX-XX-XXXX SYMBOL: - 35.000 SHS P 2011-11-21 2013-04-23
CVS/CAREMARK CORP CUSIP: XXX-XX-XXXX SYMBOL: CVS - 10.000 SHS P 2011-11-21 2013-10-02
CENTURYLINK INC CUSIP: XXX-XX-XXXX SYMBOL: CTL - 5.000 SHS P 2011-11-21 2013-02-12
CENTURYLINK INC CUSIP: XXX-XX-XXXX SYMBOL: CTL - 5.000 SHS P 2012-02-14 2013-10-02
CHINA CONSTRUCTION ADR CUSIP: XXX-XX-XXXX SYMBOL: CICH Y - 5.000 SHS P 2011-12-01 2013-02-12
SINOPEC/CHINA PETE&CHM ADR CUSIP: 16941R108 SYMBOL: SNP (CONTD) - 5.000 SHS P 2012-02-15 2013-07-02
SINOPEC/CHINA PETE&CHM ADR CUSIP: 16941R108 SYMBOL: SNP (CONTD) - 5.000 SHS P 2012-02-15 2013-10-02
CHINA TELECOM ADR CUSIP: XXX-XX-XXXX SYMBOL: CHA - 5.000 SHS P 2011-12-01 2013-02-12
CITIGROUP INC CUSIP: XXX-XX-XXXX SYMBOL: C - 5.000 SHS P 2012-08-20 2013-10-02
COACH INC CUSIP: XXX-XX-XXXX SYMBOL: COH - 5.000 SHS P 2012-08-29 2013-10-02
COACH INC CUSIP: XXX-XX-XXXX SYMBOL: COH - 30.000 SHS P 2012-08-29 2013-10-16
COACH INC CUSIP: XXX-XX-XXXX SYMBOL: COH - 30.000 SHS P 2012-09-26 2013-10-16
CONOCOPHILLIPS CUSIP: 20825C104 SYMBOL: COP - 5.000 SHS P 2012-02-03 2013-02-12
CONOCOPHILLIPS CUSIP: 20825C104 SYMBOL: COP - 5.000 SHS P 2012-02-14 2013-10-02
DETROIT ENERGY CO CUSIP: XXX-XX-XXXX SYMBOL: DTE - 5.000 SHS P 2011-11-21 2013-02-12
DETROIT ENERGY CO CUSIP: XXX-XX-XXXX SYMBOL: DTE - 15.000 SHS P 2011-11-21 2013-09-23
ENI S.P.A. ADR P 2011-11-21 2013-09-24
ENI S.P.A. ADR P 2011-12-01 2013-09-24
ENI S.P.A. ADR P 2011-11-21 2013-10-02
EAST JAPAN RAIL ADR CUSIP: XXX-XX-XXXX SYMBOL: EJPR Y - 25.000 SHS P 2011-11-21 2013-02-12
EAST JAPAN RAIL ADR CUSIP: XXX-XX-XXXX SYMBOL: EJPR Y - 100.000 SHS P 2011-11-22 2013-03-21
EAST JAPAN RAIL ADR CUSIP: XXX-XX-XXXX SYMBOL: EJPR Y - 100.000 SHS P 2011-12-01 2013-04-08
EAST JAPAN RAIL ADR CUSIP: XXX-XX-XXXX SYMBOL: EJPR Y - 100.000 SHS P 2011-12-02 2013-04-08
EAST JAPAN RAIL ADR CUSIP: XXX-XX-XXXX SYMBOL: EJPR Y - 50.000 SHS P 2011-12-01 2013-04-09
EMBRAER SA DR P 2012-03-21 2013-04-01
EMBRAER SA DR P 2012-03-21 2013-08-26
EMBRAER SA DR P 2012-07-13 2013-08-26
EXELON CORP/CUSIP: 30161N101 /SYMBOL: EXC - 5.000 SHS P 2011-11-21 2013-02-12
EXELON CORP/CUSIP: 30161N101 /SYMBOL: EXC - 5.000 SHS P 2011-11-21 2013-06-11
EXELON CORP/CUSIP: 30161N101 /SYMBOL: EXC - 5.000 SHS P 2012-02-03 2013-06-11
GENERAL DYNAMICS CORP P 2011-11-21 2013-03-19
GENERAL DYNAMICS CORP P 2012-02-14 2013-03-19
IMPERIAL TOBACCO LT ADR P 2012-02-06 2013-10-02
ITOCHU CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: ITOC Y - 5.000 SHS P 2012-02-06 2013-02-12
ITOCHU CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: ITOC Y - 10.000 SHS P 2012-02-06 2013-10-02
JOHNSON & JOHNSON P 2011-11-21 2013-02-12
JOHNSON & JOHNSON P 2012-02-14 2013-04-23
JOHNSON & JOHNSON P 2011-11-21 2013-05-09
JOHNSON & JOHNSON P 2012-02-14 2013-05-09
JOHNSON & JOHNSON P 2011-11-21 2013-06-11
KON AHOLD ADR CUSIP: XXX-XX-XXXX SYMBOL: AHON Y - 20.000 SHS P 2011-11-21 2013-02-12
KON AHOLD ADR CUSIP: XXX-XX-XXXX SYMBOL: AHON Y - 20.000 SHS P 2012-02-15 2013-06-12
KON AHOLD ADR CUSIP: XXX-XX-XXXX SYMBOL: AHON Y - 75.000 SHS P 2012-04-02 2013-06-12
KON AHOLD ADR CUSIP: XXX-XX-XXXX SYMBOL: AHON Y - 50.000 SHS P 2012-04-02 2013-08-26
KON AHOLD ADR CUSIP: XXX-XX-XXXX SYMBOL: AHON Y - 80.000 SHS P 2011-11-21 2013-09-24
LOWES COS INC CUSIP: XXX-XX-XXXX SYMBOL: LOW P 2012-03-07 2013-07-02
LOWES COS INC CUSIP: XXX-XX-XXXX SYMBOL: LOW P 2012-06-20 2013-07-02
MACY'S INC P 2012-02-03 2013-02-12
MACY'S INC P 2012-02-03 2013-10-02
MAGNA INTERNATIONAL INC CUSIP: XXX-XX-XXXX SYMBOL: - 15.000 SHS P 2012-02-15 2013-03-01
MAGNA INTERNATIONAL INC CUSIP: XXX-XX-XXXX SYMBOL: - 25.000 SHS P 2011-11-21 2013-04-05
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 10.000 SHS P 2012-02-03 2013-02-12
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 10.000 SHS P 2011-11-21 2013-09-23
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 25.000 SHS P 2012-02-03 2013-09-23
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 5.000 SHS P 2011-11-21 2013-10-02
MICROSOFT CORP CUSIP: XXX-XX-XXXX SYMBOL: MSFT - 20.000 SHS P 2010-08-05 2013-02-12
MICROSOFT CORP CUSIP: XXX-XX-XXXX SYMBOL: MSFT - 50.000 SHS P 2010-08-05 2013-09-16
MICROSOFT CORP CUSIP: XXX-XX-XXXX SYMBOL: MSFT - 54.000 SHS P 2010-08-05 2013-10-22
MUNICH RE GROUP ADR CUSIP: XXX-XX-XXXX SYMBOL: MURG Y - 5.000 SHS P 2012-01-23 2013-02-12
MUNICH RE GROUP ADR CUSIP: XXX-XX-XXXX SYMBOL: MURG Y - 15.000 SHS P 2012-01-23 2013-10-02
NEWMONT MINING CORP CUSIP: XXX-XX-XXXX SYMBOL: NEM - 10.000 SHS P 2011-12-19 2013-02-13
NORDEA BK SWEDEN AB ADR P 2011-11-21 2013-02-12
NORDEA BK SWEDEN AB ADR P 2011-11-21 2013-04-24
NORDEA BK SWEDEN AB ADR P 2011-12-19 2013-04-24
NORDEA BK SWEDEN AB ADR P 2011-12-19 2013-07-31
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 239.006 SHS P 2005-05-25 2013-02-12
OW GLOBAL SML & MID CAP FD P 2008-10-03 2013-02-12
OW GLOBAL SML & MID CAP FD P 2011-11-17 2013-02-12
OW GLOBAL SML & MID CAP FD P 2011-11-17 2013-02-12
OW GLOBAL SML & MID CAP FD P 2008-10-03 2013-10-02
OW REAL RETURN FUND P 2005-05-25 2013-02-12
OW REAL RETURN FUND P 2005-05-25 2013-05-20
OW REAL RETURN FUND P 2005-05-25 2013-10-02
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 3,722.721 SHS P 2008-01-18 2013-02-12
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 3,722.721 SHS P 2008-01-18 2013-03-18
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 3,722.721 SHS P 2008-01-18 2013-03-18
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,906.091 SHS P 2012-02-22 2013-03-18
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,396.088 SHS P 2009-05-26 2013-05-20
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,396.088 SHS P 2011-11-17 2013-05-20
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,396.088 SHS P 2012-02-22 2013-05-20
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,396.088 SHS P 2009-05-26 2013-09-25
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 2,396.088 SHS P 2012-08-16 2013-09-25
OW GLOBAL OPPORTUNITIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWSO X (CONTD) - 1,115.2 P 2009-05-26 2013-10-02
SSE PLC ADR CUSIP: 78467K107 SYMBOL: SSEZ Y - 5.000 SHS P 2011-11-21 2013-02-12
SSE PLC ADR CUSIP: 78467K107 SYMBOL: SSEZ Y - 75.000 SHS P 2011-11-21 2013-06-12
SSE PLC ADR CUSIP: 78467K107 SYMBOL: SSEZ Y - 75.000 SHS P 2012-02-15 2013-06-12
SANOFI ADR CUSIP: 80105N105 SYMBOL: SNY - 5.000 SHS P 2012-02-03 2013-02-12
SANOFI ADR CUSIP: 80105N105 SYMBOL: SNY - 10.000 SHS P 2012-02-03 2013-10-02
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 25.000 SHS P 2012-01-24 2013-02-13
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 125.000 SHS P 2012-01-23 2013-02-19
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 75.000 SHS P 2012-01-23 2013-02-20
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 75.000 SHS P 2012-01-25 2013-02-20
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 25.000 SHS P 2012-01-25 2013-03-20
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 25.000 SHS P 2011-11-21 2013-03-21
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 25.000 SHS P 2012-01-25 2013-03-21
SUMITOMO MITSUI FIN ADR CUSIP: 86562M209 SYMBOL: SMFG - 25.000 SHS P 2011-11-21 2013-03-22
SUNCORP GROUP ADR CUSIP: 86723Y100 SYMBOL: SNMY Y (CONTD) - 80.000 SHS P 2012-02-15 2013-04-08
SUNCORP GROUP ADR CUSIP: 86723Y100 SYMBOL: SNMY Y (CONTD) - 80.000 SHS P 2012-02-15 2013-04-09
SUNCORP GROUP ADR CUSIP: 86723Y100 SYMBOL: SNMY Y (CONTD) - 80.000 SHS P 2011-11-21 2013-04-10
SUNCORP GROUP ADR CUSIP: 86723Y100 SYMBOL: SNMY Y (CONTD) - 80.000 SHS P 2012-01-23 2013-04-10
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 30.000 SHS P 2012-02-15 2013-10-02
TEVA PHARM INDS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TEVA - 10.000 SHS P 2012-01-23 2013-02-12
TEVA PHARM INDS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TEVA - 5.000 SHS P 2012-01-23 2013-10-02
TEVA PHARM INDS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TEVA - 25.000 SHS P 2011-11-21 2013-10-31
TEVA PHARM INDS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TEVA - 25.000 SHS P 2012-01-23 2013-10-31
TEVA PHARM INDS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TEVA - 30.000 SHS P 2011-11-21 2013-11-08
THERMO FISHER SCIENTIFIC CUSIP: XXX-XX-XXXX SYMBOL: TMO - 5.000 SHS P 2012-08-29 2013-10-02
TIM PARTICIPACOES SA ADR CUSIP: 88706P205 SYMBOL: TSU - 10.000 SHS P 2012-01-23 2013-02-12
TIM PARTICIPACOES SA ADR CUSIP: 88706P205 SYMBOL: TSU - 20.000 SHS P 2012-01-23 2013-10-02
TIM PARTICIPACOES SA ADR CUSIP: 88706P205 SYMBOL: TSU - 50.000 SHS P 2012-01-23 2013-10-16
TOKYO GAS LTD ADR P 2011-11-21 2013-02-12
TOTAL SA ADR P 2012-02-03 2013-02-12
TOTAL SA ADR P 2012-02-03 2013-10-02
UNITEDHEALTH GROUP INC CUSIP: 91324P102 SYMBOL: UNH - 5.000 SHS P 2011-11-21 2013-02-12
UNITEDHEALTH GROUP INC CUSIP: 91324P102 SYMBOL: UNH - 5.000 SHS P 2011-11-21 2013-07-17
UNITEDHEALTH GROUP INC CUSIP: 91324P102 SYMBOL: UNH - 20.000 SHS P 2012-02-14 2013-07-17
UNITEDHEALTH GROUP INC CUSIP: 91324P102 SYMBOL: UNH - 25.000 SHS P 2011-11-21 2013-08-23
UNITEDHEALTH GROUP INC CUSIP: 91324P102 SYMBOL: UNH - 25.000 SHS P 2012-07-25 2013-08-23
VODAFONE GP PLC NEW ADR CUSIP: 92857W209 SYMBOL: VOD - 20.000 SHS P 2012-05-24 2013-09-03
VODAFONE GP PLC NEW ADR CUSIP: 92857W209 SYMBOL: VOD - 40.000 SHS P 2012-05-24 2013-09-09
VOLKSWAGEN AG ADR CUSIP: XXX-XX-XXXX SYMBOL: VLKP Y - 5.000 SHS P 2012-07-06 2013-10-02
WALGREEN CO CUSIP: XXX-XX-XXXX SYMBOL: WAG - 35.000 SHS P 2012-10-18 2013-11-08
WASTE MANAGEMENT INC NEW CUSIP: 94106L109 SYMBOL: WM - 35.000 SHS P 2012-06-20 2013-08-26
WASTE MANAGEMENT INC NEW CUSIP: 94106L109 SYMBOL: WM - 35.000 SHS P 2012-08-02 2013-08-26
WHARF HOLDINGS ADR CUSIP: XXX-XX-XXXX SYMBOL: WARFY - 5.000 SHS P 2011-11-21 2013-02-12
WHARF HOLDINGS ADR CUSIP: XXX-XX-XXXX SYMBOL: WARFY - 5.000 SHS P 2011-11-21 2013-10-02
ZIMMER HLDGS INC CUSIP: 98956P102 SYMBOL: ZMH - 5.000 SHS P 2012-05-01 2013-10-02
ACCENTURE PLC CL A CUSIP: G1151C101 SYMBOL: ACN - 5.000 SHS P 2012-01-23 2013-02-12
ACCENTURE PLC CL A CUSIP: G1151C101 SYMBOL: ACN - 15.000 SHS P 2012-01-23 2013-03-19
ACE LIMITED CUSIP: H0023R105 SYMBOL: ACE - 5.000 SHS P 2010-06-09 2013-10-02
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 10.000 SHS P 2012-09-21 2013-10-02
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 15.000 SHS P 2012-09-21 2013-11-08
CAPITAL GAINS DIVIDENDS P    
(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 251   227 24
b 926   675 251
c 643   443 200
d 1,061   877 184
e 544   449 95
244   203 41
857   681 176
687   545 142
321   393 -72
159   196 -37
247   248 -1
222   149 73
245   281 -36
199   188 11
191   188 3
450   446 4
857   668 189
573   446 127
164   157 7
502   462 40
272   260 12
1,145   867 278
286   217 69
1,243   865 378
64   43 21
306   279 27
1,068   867 201
674   877 -203
172   274 -102
575   622 -47
671   664 7
316   332 -16
119   143 -24
373   294 79
806   589 217
215   234 -19
2,491   1,899 592
415   314 101
135   140 -5
670   698 -28
239   164 75
418   367 51
991   734 257
182   171 11
577   513 64
377   322 55
1,480   1,100 380
369   339 30
1,191   1,014 177
176   177 -1
653   440 213
139   95 44
764   580 184
1,306   886 420
1,564   932 632
286   283 3
1,142   1,123 19
956   1,468 -512
615   1,673 -1,058
567   378 189
209   186 23
157   189 -32
85   72 13
36   46 -10
395   459 -64
264   303 -39
242   149 93
270   281 -11
269   281 -12
1,347   1,352 -5
290   268 22
349   279 70
321   253 68
1,014   758 256
232   209 23
1,160   1,063 97
233   209 24
290   263 27
1,376   1,032 344
366   252 114
1,099   758 341
715   504 211
695   626 69
336   313 23
1,007   726 281
159   216 -57
626   864 -238
783   992 -209
699   625 74
699   699 0
360   380 -20
116   116 0
242   232 10
379   316 63
853   645 208
426   316 110
426   323 103
1,270   947 323
295   254 41
787   702 85
393   350 43
859   700 159
1,393   1,016 377
847   578 269
1,059   714 345
401   361 40
216   180 36
828   645 183
1,431   836 595
345   323 22
178   129 49
710   646 64
171   129 42
558   508 50
1,641   1,269 372
1,866   1,370 496
91   65 26
293   194 99
449   617 -168
289   190 99
655   456 199
164   110 54
1,069   626 443
2,500   2,412 88
4,614   3,067 1,547
239   213 26
1,447   1,287 160
9,750   5,969 3,781
1,200   1,288 -88
6,500   7,445 -945
2,300   2,795 -495
29,000   34,100 -5,100
1,965   2,284 -319
18,931   22,006 -3,075
2,004   1,839 165
8,984   6,820 2,164
1,398   1,200 198
9,218   8,147 1,071
1,679   1,290 389
28,921   26,308 2,613
9,000   6,926 2,074
110   100 10
472   401 71
1,298   1,114 184
243   184 59
504   367 137
206   158 48
1,013   787 226
203   157 46
406   314 92
210   157 53
1,041   674 367
208   157 51
414   270 144
595   451 144
300   225 75
60   42 18
906   652 254
188   286 -98
387   459 -72
187   230 -43
373   386 -13
560   689 -129
1,119   1,157 -38
458   286 172
216   280 -64
494   560 -66
1,347   1,399 -52
94   86 8
258   271 -13
289   271 18
285   222 63
665   444 221
665   544 121
1,089   666 423
726   525 201
635   541 94
1,323   1,082 241
231   164 67
2,080   1,262 818
1,263   982 281
211   171 40
86   48 38
86   48 38
412   322 90
366   280 86
1,140   841 299
467   249 218
429   354 75
658   532 126
9,162     9,162
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       24
b       251
c       200
d       184
e       95
      41
      176
      142
      -72
      -37
      -1
      73
      -36
      11
      3
      4
      189
      127
      7
      40
      12
      278
      69
      378
      21
      27
      201
      -203
      -102
      -47
      7
      -16
      -24
      79
      217
      -19
      592
      101
      -5
      -28
      75
      51
      257
      11
      64
      55
      380
      30
      177
      -1
      213
      44
      184
      420
      632
      3
      19
      -512
      -1,058
      189
      23
      -32
      13
      -10
      -64
      -39
      93
      -11
      -12
      -5
      22
      70
      68
      256
      23
      97
      24
      27
      344
      114
      341
      211
      69
      23
      281
      -57
      -238
      -209
      74
      0
      -20
      0
      10
      63
      208
      110
      103
      323
      41
      85
      43
      159
      377
      269
      345
      40
      36
      183
      595
      22
      49
      64
      42
      50
      372
      496
      26
      99
      -168
      99
      199
      54
      443
      88
      1,547
      26
      160
      3,781
      -88
      -945
      -495
      -5,100
      -319
      -3,075
      165
      2,164
      198
      1,071
      389
      2,613
      2,074
      10
      71
      184
      59
      137
      48
      226
      46
      92
      53
      367
      51
      144
      144
      75
      18
      254
      -98
      -72
      -43
      -13
      -129
      -38
      172
      -64
      -66
      -52
      8
      -13
      18
      63
      221
      121
      423
      201
      94
      241
      67
      818
      281
      40
      38
      38
      90
      86
      299
      218
      75
      126
      9,162
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 29,050
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))
2012 123,107 668,791 .184074
2011 119,421 837,263 .142633
2010 122,014 851,766 .143248
2009 153,502 882,829 .173875
2008 142,536 1,251,705 .113873
2 Total of line 1, column (d) ...................... 2 .757703
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 .151541
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 668,034
5 Multiply line 4 by line 3....................... 5 101,235
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 379
7 Add lines 5 and 6......................... 7 101,614
8 Enter qualifying distributions from Part XII, line 4.............. 8 90,853
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 (2013)
Form 990-PF (2013)
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 1 758
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............................ 3 758
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- ..... 5 758
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 628
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.............. 7 628
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 9 130
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 2014 estimated taxBullet   RefundedBullet 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2013 or the taxable year beginning in 2013 (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 ofbulletJAMES R BORIS Telephone no.bullet (847) 251-5043
    Located atbullet242 SHERIDAN ROADKENILWORTHIL ZIP+4bullet60043
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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
     
     
    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 2013 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 2013.)....................
    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 2013?
    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
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    JAMES R BORIS PRESIDENT
    0.00     		0 0 0
    242 SHERIDAN ROAD
    KENILWORTH,IL60043
    JENNIFER J GILROY SECRETARY
    0.00     		0 0 0
    747 CHATHAM
    GLENVIEW,IL60025
    JON J BORIS TREASURER
    0.00     		0 0 0
    7740 E 6TH AVENUE
    DENVER,CO80230
    MARY JANE BORIS V.P. & DIRECTOR
    0.00     		0 0 0
    242 SHERIDAN ROAD
    KENILWORTH,IL60043
    JEFFREY P BORIS DIRECTOR
    0.00     		0 0 0
    7 MORGANTI COURT
    RIDGEFIELD,CT06877
    JULIE A BLANKENBAKER DIRECTOR
    0.00     		0 0 0
    2507 LAUREL LANE
    WILMETTE,IL60091
    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 (2013)
    Form 990-PF (2013)
    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.........................bullet0
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,402
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    758
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    758
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,644
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    32,644
    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
    32,644
    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
     
    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
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 32,644
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 80,379
    b From 2009....... 109,557
    c From 2010....... 80,598
    d From 2011....... 78,356
    e From 2012....... 90,217
    fTotal of lines 3a through e......... 439,107
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 90,853
    a Applied to 2012, 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 2013 distributable amount..... 32,644
    e Remaining amount distributed out of corpus 58,209
    5 Excess distributions carryover applied to 2013. 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 5 497,316
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		80,379
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		416,937
    10 Analysis of line 9:
    a Excess from 2009.... 109,557
    b Excess from 2010.... 80,598
    c Excess from 2011.... 78,356
    d Excess from 2012.... 90,217
    e Excess from 2013.... 58,209
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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).)
    JAMES R BORIS
    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 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 (2013)
    Form 990-PF (2013)
    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
    ANNUAL CATHOLIC APPEAL
    935 NORTH RUSH STREET
    CHICAGO,IL60611     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    BIG SHOULDERS FUND
    309 W WASHINGTON SUITE 550
    CHICAGO,IL60606     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    BISHOP'S STEWARDSHIP APPEAL
    119 BROAD STRET
    CHARLESTON,SC20401     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,500
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT,MA02467     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2,500
    BRIGHT FUTURES FOUNDATION
    BRIGHT FUTURES FOUNDATION PO BOX
    248
    MURPHY,OR97533     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    CATHEDRAL PREPARATORY SCHOOL
    225 W 9TH ST
    ERIE,PA16501     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 250
    CATHOLIC CHARITIES
    721 N LASALLE STREET
    CHICAGO,IL60610     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000
    CHICAGO FOUNDATION FOR EDUCATION
    400 N MICHIGAN AVENUE
    CHICAGO,IL60611     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    CHILDRENS HEART FOUNDATION
    200 W JACKSON STE 1550
    CHICAGO,IL60606     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 4,000
    ENCOMPASS CHAMPIONSHIP CHARITIES
    1340 GLENVIEW ROAD
    GLENVIEW,IL60025     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,388
    EVANS SCHOLARS FOUNDATION
    ONE BRIAR ROAD
    GOLF,IL60029     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 4,040
    GANNON UNIVERSITY
    109 UNIVERSITY SQUARE
    ERIE,PA16541     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    HOLY FAMILY CATHOLIC CHURCH
    24 POPE AVENUE
    HILTON HEAD ISLAND,SC29928     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 4,500
    HOMAN SQUARE
    3517 W ARTHINGTON
    CHICAGO,IL60624     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    HOWARD AREA COMMUNITY CENTER
    7648 N PAULINA ST
    CHICAGO,IL60626     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    JDRF
    11 SOUTH LASALLE STREET SUITE 1800
    CHICAGO,IL60603     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2,500
    MISERICORDIA WOMEN'S BOARD
    6300 N RIDGE
    CHICAGO,IL60660     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    NORTHWESTERN SETTLEMENT
    1400 AUGUSTA BLVD
    CHICAGO,IL60642     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 200
    ST FAITH HOPE & CHARITY
    191 LINDEN STREET
    WINNETKA,IL60093     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 9,500
    THE FIRST TEE OF GREATER CHICAGO
    2901 W LAKE AVENUE SUITE A
    GLENVIEW,IL60025     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 4,625
    THE SPINAL CORD SOCIETY
    6180 N LEMONT AVE
    CHICAGO,IL60646     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    VILLA MARIA ACADEMY
    2403 W 8TH STREET
    ERIE,PA16505     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 350
    Total .................................bullet 3a 90,853
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    aNOT APPLICABLE          
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14    
    4 Dividends and interest from securities....     14 10,649  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 29,050  
    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 39,699 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1339,699
    (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.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MOSAIC FINANCIAL GROUP LLC 3,085 0   0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Name of Stock End of Year Book Value End of Year Fair Market Value
    OTHER SECURITIES 511,482 652,784

    TY 2013 OtherExpensesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU FUND 15 0   0
    INVESTMENT FEES 1,541 1,541   0
    ILLINOIS ANNUAL REPORT FILING FEE 10 0   0
    VALUE OF GOODS AND SERVICES RECEIVED ON CONTRIBUTIONS 2,948 0   0


    TY 2013 OtherLiabilitiesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Description Beginning of Year - Book Value End of Year - Book Value
    CHECKS, DEPOSITS, AND INCOME IN TRANSIT 2,000 0


    TY 2013 TaxesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 236 236   0