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
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 or province, country, and ZIP or foreign postal 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
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$1,618,404
J 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 4  
4 Dividends and interest from securities...... 34,148 34,148  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 97,960
b Gross sales price for all assets on line 6a 1,091,765
7 Capital gain net income (from Part IV, line 2)... 97,960
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).......      
12 Total. Add lines 1 through 11........ 132,112 132,112  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 500     500
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)....... 870 435 0 435
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 1,972 546   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)....... 22,923 22,639   284
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,265 23,620 0 1,219
25 Contributions, gifts, grants paid........ 97,300 97,300
26 Total expenses and disbursements. Add lines 24 and 25 123,565 23,620 0 98,519
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,547
b Net investment income (if negative, enter -0-) 108,492
c Adjusted net income (if negative, enter -0-)... 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............... 397 3 3
2 Savings and temporary cash investments.......... 41,866 89,021 89,021
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 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)........ 333,898 Click to see attachment639,502 792,905
c Investments—corporate bonds (attach schedule)........ 389,225 Click to see attachment381,330 372,190
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 150,335 Click to see attachment362,885 364,285
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment550,876 Click to see attachment2,403  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,466,597 1,475,144 1,618,404
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......... 1,418,744 1,409,322
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 47,853 65,822
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,466,597 1,475,144
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,466,597 1,475,144
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 1,466,597
2 Enter amount from Part I, line 27a..................... 2 8,547
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,475,144
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 1,475,144
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 1000. GENERAL ELEC CAP CORP 6.450 PFD [NQDI]   2008-04-29 2013-01-02
b 64. BOEING CO COM   2012-09-05 2013-01-08
c 50000. TARGET CORP 01/17/08 5.125 01/15/13   2008-12-04 2013-01-15
d 92. CAPITAL ONE FINL CORP COM   2011-08-29 2013-01-22
e 84. COACH INC   2012-05-02 2013-01-23
112. MOODYS CORP   2011-08-10 2013-02-06
124. ATMEL CORP COM   2011-03-02 2013-02-07
369. ATMEL CORP COM   2011-03-15 2013-02-07
19. TJX COS INC NEW COM   2012-11-19 2013-02-15
50. TJX COS INC NEW COM   2012-11-19 2013-02-15
59. AFLAC INC   2012-11-19 2013-02-20
15. LORILLARD INC   2012-08-16 2013-02-27
204. LORILLARD INC   2012-02-08 2013-02-27
62. NATIONAL-OILWELL INC   2010-07-13 2013-03-06
5. AGILENT TECHNOLOGIES INC   2012-08-08 2013-03-07
6. ALLIANT CORP   2011-06-01 2013-03-07
6. ALLIANT CORP   2011-06-16 2013-03-07
34. AMERICAN CAP LTD   2012-11-08 2013-03-07
9. AMERICAN INTL GROUP INC   2012-08-20 2013-03-07
10. AMERICAN INTL GROUP INC   2012-08-15 2013-03-07
5. ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR [QDI]   2011-01-26 2013-03-07
2. APPLE COMPUTER INC COM   2013-02-07 2013-03-07
16. BRISTOL MYERS SQUIBB CO COM   2012-08-08 2013-03-07
5. CHEVRON CORP   2009-07-02 2013-03-07
11. COCA COLA CO COM   2006-03-02 2013-03-07
8. DANAHER CORP COMMON   2012-04-04 2013-03-07
20. EAST WEST BANCORP INC   2011-02-02 2013-03-07
3. F5 NETWORKS INC   2011-06-24 2013-03-07
18. GENERAL ELECTRIC CO   2013-02-07 2013-03-07
16. GILEAD SCIENCES INC COM   2009-02-11 2013-03-07
3. GILEAD SCIENCES INC COM   2009-09-23 2013-03-07
1. GOOGLE INC-CL A   2008-06-25 2013-03-07
7. HONEYWELL INTL INC   2011-02-23 2013-03-07
3. INTERNATIONAL BUSINESS MACHINES COM   2009-03-06 2013-03-07
10. J P MORGAN CHASE & CO   2012-10-22 2013-03-07
1. MASTERCARD INC CL A   2009-03-12 2013-03-07
3. MCKESSON CORPORATION   2010-08-24 2013-03-07
10. MEDTRONIC INC COM   2010-01-19 2013-03-07
8. MICROSOFT CORP COM   2010-11-04 2013-03-07
8. MONDELEZ INTL INC COM   2012-11-19 2013-03-07
2. MYLAN LABS INC COM   2011-01-19 2013-03-07
16. MYLAN LABS INC COM   2010-06-23 2013-03-07
6. NORFOLK SOUTHERN CORP COM   2008-11-05 2013-03-07
6. NORTHEAST UTILS COM   2012-02-01 2013-03-07
7. OCCIDENTAL PETE CORP COM   2012-04-18 2013-03-07
9. ORACLE CORPORATION COM   2006-09-13 2013-03-07
19. PACKAGING CORP AMER   2010-08-04 2013-03-07
14. PULTE CORP COM   2012-12-19 2013-03-07
7. ROCKWOOD HLDGS INC   2011-02-02 2013-03-07
3. SBA COMMUNICATIONS CORP COM   2012-11-30 2013-03-07
7. SAN DISK CORP   2011-02-09 2013-03-07
5. SCHLUMBERGER LTD COM [QDI]   2011-03-10 2013-03-07
1. SCHLUMBERGER LTD COM [QDI]   2011-10-27 2013-03-07
7. TUPPERWARE CORP COM   2012-02-08 2013-03-07
11. US BANCORP   2013-02-20 2013-03-07
8. UNILEVER N V NEW YORK SHS [QDI]   2011-06-15 2013-03-07
6. UNITEDHEALTH GROUP INC   2012-08-08 2013-03-07
8. VERIZON COMMUNICATIONS   2012-11-30 2013-03-07
6. WAL MART STORES INC COM   2013-02-27 2013-03-07
12. WALGREEN CO COM   2012-07-19 2013-03-07
7. ALLIED WORLD ASSURANCE ADR [QDI]   2012-07-17 2013-03-07
6. NOBLE CORPORATION   2011-10-27 2013-03-07
42. TUPPERWARE CORP COM   2012-02-08 2013-03-12
15. AGILENT TECHNOLOGIES INC   2012-08-08 2013-03-15
38. ALLIANT CORP   2011-06-16 2013-03-15
106. AMERICAN CAP LTD   2012-11-08 2013-03-15
40. AMERICAN INTL GROUP INC   2012-08-15 2013-03-15
17. AMERICAN INTL GROUP INC   2012-08-08 2013-03-15
14. ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR [QDI]   2011-01-26 2013-03-15
2. APPLE COMPUTER INC COM   2013-02-07 2013-03-15
5. APPLE COMPUTER INC COM   2013-02-07 2013-03-15
3. AUTOZONE INC COM   2013-03-07 2013-03-15
1. AUTOZONE INC COM   2013-01-30 2013-03-15
48. BRISTOL MYERS SQUIBB CO COM   2012-08-08 2013-03-15
13. CHEVRON CORP   2009-07-02 2013-03-15
33. COCA COLA CO COM   2006-03-02 2013-03-15
23. DANAHER CORP COMMON   2012-04-04 2013-03-15
61. EAST WEST BANCORP INC   2011-02-02 2013-03-15
16. ENBRIDGE INC SEDOL 2466149 [QDI]   2013-03-07 2013-03-15
9. F5 NETWORKS INC   2011-06-24 2013-03-15
53. GENERAL ELECTRIC CO   2013-02-07 2013-03-15
54. GILEAD SCIENCES INC COM   2009-09-23 2013-03-15
3. GOOGLE INC-CL A   2008-06-25 2013-03-15
21. HONEYWELL INTL INC   2011-02-23 2013-03-15
9. INTERNATIONAL BUSINESS MACHINES COM   2009-03-06 2013-03-15
31. J P MORGAN CHASE & CO   2012-10-22 2013-03-15
5. MASTERCARD INC CL A   2009-03-12 2013-03-15
10. MCKESSON CORPORATION   2010-08-24 2013-03-15
29. MEDTRONIC INC COM   2010-01-19 2013-03-15
24. MICROSOFT CORP COM   2010-11-04 2013-03-15
12. MONDELEZ INTL INC COM   2012-11-19 2013-03-15
12. MONDELEZ INTL INC COM   2012-11-19 2013-03-15
51. MYLAN LABS INC COM   2010-06-23 2013-03-15
5. NORFOLK SOUTHERN CORP COM   2008-11-05 2013-03-15
13. NORFOLK SOUTHERN CORP COM   2009-04-02 2013-03-15
17. NORTHEAST UTILS COM   2012-02-01 2013-03-15
10. OCCIDENTAL PETE CORP COM   2012-04-18 2013-03-15
12. OCCIDENTAL PETE CORP COM   2012-04-18 2013-03-15
28. ORACLE CORPORATION COM   2006-09-13 2013-03-15
37. PACKAGING CORP AMER   2010-08-04 2013-03-15
21. PACKAGING CORP AMER   2010-09-16 2013-03-15
43. PULTE CORP COM   2012-12-19 2013-03-15
21. ROCKWOOD HLDGS INC   2011-02-02 2013-03-15
237.079 T ROWE PRICE RL EST FUND(122)   2012-05-09 2013-03-15
124.258 T ROWE PRICE RL EST FUND(122)   2012-06-27 2013-03-15
25000. SBC COMMUNICATION 11/03/04 5.100 09/15/14   2009-03-19 2013-03-15
9. SBA COMMUNICATIONS CORP COM   2012-11-30 2013-03-15
23. SAN DISK CORP   2011-02-09 2013-03-15
15. SCHLUMBERGER LTD COM [QDI]   2011-10-27 2013-03-15
5. SCHLUMBERGER LTD COM [QDI]   2010-10-21 2013-03-15
16. TIME WARNER CABLE INC   2013-03-07 2013-03-15
58. TUPPERWARE CORP COM   2012-02-08 2013-03-15
30. US BANCORP   2013-02-20 2013-03-15
27. UNILEVER N V NEW YORK SHS [QDI]   2011-06-15 2013-03-15
25000. TSY INFL IX N/B 01/17/06 2.000 01/15/16   2010-05-20 2013-03-15
25000. TSY INFL IX N/B 07/15/08 1.375 07/15/18   2011-08-04 2013-03-15
17. UNITEDHEALTH GROUP INC   2012-08-08 2013-03-15
14. VALERO ENERGY CORP NEW COM   2013-03-07 2013-03-15
22. VERIZON COMMUNICATIONS   2012-11-30 2013-03-15
19. WAL MART STORES INC COM   2013-02-27 2013-03-15
25000. WAL MART STORES INC 04/18/11 1.625 04/15/14   2011-05-10 2013-03-15
36. WALGREEN CO COM   2012-07-19 2013-03-15
5. ALLIED WORLD ASSURANCE ADR [QDI]   2012-07-17 2013-03-15
15. ALLIED WORLD ASSURANCE ADR [QDI]   2012-07-18 2013-03-15
15. NOBLE CORPORATION   2011-10-27 2013-03-15
62. NORFOLK SOUTHERN CORP COM   2009-04-02 2013-03-27
24. OCCIDENTAL PETE CORP COM   2012-04-18 2013-03-27
25000. ORACLE CORP NT 04/09/08 4.950 04/15/13   2011-05-10 2013-04-15
57. PACKAGING CORP AMER   2010-09-16 2013-04-22
75. YUM! BRANDS INC COMMON STOCK   2013-04-10 2013-04-23
3.222 CST BRANDS INC   2013-04-22 2013-05-08
.111 CST BRANDS INC   2013-03-07 2013-05-08
5.666 CST BRANDS INC   2013-03-07 2013-05-08
46. PULTE CORP COM   2012-12-19 2013-05-15
6. ALLIED WORLD ASSURANCE ADR [QDI]   2012-07-18 2013-05-15
10. ALLIED WORLD ASSURANCE ADR [QDI]   2012-07-17 2013-05-15
25. ALLIED WORLD ASSURANCE ADR [QDI]   2012-08-08 2013-05-15
30. ALLIED WORLD ASSURANCE ADR [QDI]   2012-11-02 2013-05-15
57. BRISTOL MYERS SQUIBB CO COM   2012-08-08 2013-05-23
.111 CST BRANDS INC   2013-03-07 2013-05-23
38. ROCKWOOD HLDGS INC   2011-02-02 2013-05-23
26. WALGREEN CO COM   2012-07-19 2013-05-23
86. AMERICAN INTL GROUP INC   2012-08-08 2013-06-03
89. AMERICAN CAP LTD   2013-05-02 2013-06-24
376. AMERICAN CAP LTD   2012-11-08 2013-06-24
38. ROCKWOOD HLDGS INC   2011-02-02 2013-06-24
12. F5 NETWORKS INC   2011-06-24 2013-06-27
22. F5 NETWORKS INC   2012-08-23 2013-06-27
52. VALERO ENERGY CORP NEW COM   2013-03-07 2013-07-02
30. VALERO ENERGY CORP NEW COM   2013-04-22 2013-07-02
55. AGILENT TECHNOLOGIES INC   2012-08-08 2013-07-10
15. SAN DISK CORP   2011-02-09 2013-07-10
66. SAN DISK CORP   2011-08-08 2013-07-10
21. TIME WARNER CABLE INC   2013-03-07 2013-07-15
35. US BANCORP   2013-06-26 2013-07-24
107. US BANCORP   2013-02-20 2013-07-24
29. UNILEVER N V NEW YORK SHS [QDI]   2011-06-15 2013-07-24
65. UNILEVER N V NEW YORK SHS [QDI]   2011-08-08 2013-07-24
43. EAST WEST BANCORP INC   2011-02-02 2013-07-30
76. MYLAN LABS INC COM   2010-06-23 2013-08-02
38. HONEYWELL INTL INC   2011-02-23 2013-08-29
40. HONEYWELL INTL INC   2011-10-27 2013-08-29
27. ENBRIDGE INC SEDOL 2466149 [QDI]   2013-04-22 2013-09-03
55. ENBRIDGE INC SEDOL 2466149 [QDI]   2013-03-07 2013-09-03
1. PENN MUTUAL LIFE INS CO   2005-08-31 2013-09-09
774.593 HOTCHKIS & WILEY FUNDS HIGH YIELD   2013-03-15 2013-09-17
56. PACKAGING CORP AMER   2010-09-16 2013-09-18
9. PACKAGING CORP AMER   2013-09-19 2013-10-02
43. PACKAGING CORP AMER   2010-09-16 2013-10-02
78. PULTE CORP COM   2013-06-04 2013-10-22
109. PULTE CORP COM   2012-12-19 2013-10-22
41. PULTE CORP COM   2013-09-19 2013-10-22
145. PULTE CORP COM   2013-07-30 2013-10-22
84. PULTE CORP COM   2013-08-08 2013-10-22
131.372 OPPENHEIMER DVLPING MKTS-Y   2013-09-17 2013-10-25
952.381 PIMCO ALL ASSET ALL AUTH FUND   2008-04-16 2013-10-25
534.188 TCW FDS INC EMERGING MKTS INCOME FD CL I   2013-04-08 2013-10-25
47.884 TCW FDS INC EMERGING MKTS INCOME FD CL I   2013-03-15 2013-10-25
12. ALLIANT CORP   2013-09-19 2013-10-30
19. ALLIANT CORP   2011-06-16 2013-10-30
12. GILEAD SCIENCES INC COM   2013-09-19 2013-10-30
5. CHEVRON CORP   2013-09-19 2013-11-07
46. CHEVRON CORP   2009-07-02 2013-11-07
CAPITAL GAIN 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 25,000   26,020 -1,020
b 4,711   4,601 110
c 50,000   48,675 1,325
d 5,159   4,170 989
e 4,351   6,218 -1,867
5,310   3,378 1,932
755   1,798 -1,043
2,245   4,280 -2,035
849   838 11
2,235   2,196 39
2,946   3,029 -83
582   627 -45
7,922   7,701 221
4,182   2,243 1,939
217   203 14
290   249 41
290   236 54
489   398 91
350   308 42
389   341 48
477   288 189
846   933 -87
602   517 85
593   327 266
428   230 198
495   442 53
501   441 60
286   318 -32
428   405 23
717   396 321
134   69 65
832   552 280
501   390 111
626   255 371
501   418 83
528   154 374
326   181 145
461   463 -2
224   218 6
229   207 22
62   46 16
492   284 208
445   362 83
255   211 44
573   630 -57
324   148 176
815   465 350
280   261 19
453   288 165
219   207 12
360   351 9
387   428 -41
77   74 3
556   436 120
374   373 1
324   251 73
323   314 9
378   353 25
440   431 9
479   418 61
612   558 54
212   221 -9
3,247   2,613 634
643   608 35
1,851   1,497 354
1,594   1,241 353
1,554   1,366 188
660   547 113
1,337   805 532
883   1,019 -136
2,207   2,332 -125
1,174   1,131 43
391   364 27
1,855   1,552 303
1,552   850 702
1,278   691 587
1,439   1,272 167
1,545   1,346 199
732   723 9
818   955 -137
1,238   1,191 47
2,437   1,250 1,187
2,446   1,655 791
1,546   1,169 377
1,930   765 1,165
1,547   1,296 251
2,594   768 1,826
1,101   604 497
1,321   1,342 -21
672   653 19
342   310 32
342   310 32
1,552   905 647
377   302 75
981   486 495
724   599 125
833   900 -67
1,000   1,058 -58
1,013   459 554
1,593   906 687
904   514 390
892   801 91
1,363   865 498
5,249   4,987 262
2,751   2,506 245
26,623   25,378 1,245
642   621 21
1,263   1,153 110
1,189   1,112 77
396   321 75
1,479   1,430 49
4,553   3,609 944
1,022   1,018 4
1,088   848 240
32,374   29,387 2,987
31,288   29,218 2,070
929   890 39
622   659 -37
1,055   972 83
1,382   1,366 16
25,318   25,289 29
1,529   1,255 274
444   398 46
1,332   1,191 141
565   552 13
4,724   2,317 2,407
1,876   2,115 -239
25,000   26,957 -1,957
2,493   1,396 1,097
4,770   5,057 -287
101   96 5
5   6 -1
177   196 -19
1,100   857 243
552   476 76
920   792 128
2,300   1,979 321
2,760   2,347 413
2,640   1,843 797
4   4  
2,550   1,564 986
1,301   906 395
3,792   2,770 1,022
1,059   1,294 -235
4,474   4,402 72
2,346   1,552 794
832   1,273 -441
1,525   2,174 -649
1,762   2,247 -485
1,017   1,102 -85
2,474   2,230 244
882   681 201
3,881   2,390 1,491
2,415   1,877 538
1,314   1,269 45
4,018   3,630 388
1,181   911 270
2,646   2,035 611
1,324   949 375
2,751   1,349 1,402
3,028   2,116 912
3,187   2,134 1,053
1,092   1,222 -130
2,224   2,484 -260
596,491   550,876 45,615
10,000   10,147 -147
3,311   1,371 1,940
514   538 -24
2,456   1,053 1,403
1,285   1,626 -341
1,795   2,030 -235
675   730 -55
2,388   2,361 27
1,383   1,336 47
5,000   4,800 200
10,000   10,459 -459
4,589   4,976 -387
411   445 -34
627   602 25
992   749 243
872   767 105
600   628 -28
5,519   3,007 2,512
      8,889
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       -1,020
b       110
c       1,325
d       989
e       -1,867
      1,932
      -1,043
      -2,035
      11
      39
      -83
      -45
      221
      1,939
      14
      41
      54
      91
      42
      48
      189
      -87
      85
      266
      198
      53
      60
      -32
      23
      321
      65
      280
      111
      371
      83
      374
      145
      -2
      6
      22
      16
      208
      83
      44
      -57
      176
      350
      19
      165
      12
      9
      -41
      3
      120
      1
      73
      9
      25
      9
      61
      54
      -9
      634
      35
      354
      353
      188
      113
      532
      -136
      -125
      43
      27
      303
      702
      587
      167
      199
      9
      -137
      47
      1,187
      791
      377
      1,165
      251
      1,826
      497
      -21
      19
      32
      32
      647
      75
      495
      125
      -67
      -58
      554
      687
      390
      91
      498
      262
      245
      1,245
      21
      110
      77
      75
      49
      944
      4
      240
      2,987
      2,070
      39
      -37
      83
      16
      29
      274
      46
      141
      13
      2,407
      -239
      -1,957
      1,097
      -287
      5
      -1
      -19
      243
      76
      128
      321
      413
      797
       
      986
      395
      1,022
      -235
      72
      794
      -441
      -649
      -485
      -85
      244
      201
      1,491
      538
      45
      388
      270
      611
      375
      1,402
      912
      1,053
      -130
      -260
      45,615
      -147
      1,940
      -24
      1,403
      -341
      -235
      -55
      27
      47
      200
      -459
      -387
      -34
      25
      243
      105
      -28
      2,512
       
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 97,960
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 95,094 1,540,989 0.06171
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
2 Total of line 1, column (d) ...................... 2 0.339077
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 0.067815
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,588,567
5 Multiply line 4 by line 3....................... 5 107,729
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,085
7 Add lines 5 and 6......................... 7 108,814
8 Enter qualifying distributions from Part XII, line 4.............. 8 98,519
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 2,170
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 2,170
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 2,170
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,024
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 1,024
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 1,146
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 taxBullet0 RefundedBullet 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 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 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 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
     
    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 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
     
    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 (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
    Fifth Third Bank Trustee
    1
    0    
    640 PASQUINELLI DR
    WESTMONT,IL60559
    ROBERT C PEILER ASSISTANT DIRECTOR
    1
    125    
    1820 N 76TH COURT
    ELMWOOD PARK,IL60707
    ANGIE WOOD ASSISTANT EXECUTIVE DIRECTOR
    1
    125    
    1620 W DIEHL ROAD
    NAPERVILLE,IL60563
    DR SANDRA FAEK OFFICER
    1
    125    
    850 S RIVERSIDE DR
    ELMHURST,IL60126
    WALTER WLODEK OFFICER
    1
    125    
    3830 BELLEAIRE DR
    DOWNERS GROVE,IL60515
    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.........................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
     
    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
    79,428
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,170
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,170
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    77,258
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    77,258
    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
    77,258
    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 77,258
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 47,625
    b From 2009....... 39,892
    c From 2010....... 32,049
    d From 2011....... 8,671
    e From 2012....... 19,067
    fTotal of lines 3a through e......... 147,304
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 98,519
    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..... 77,258
    e Remaining amount distributed out of corpus 21,261
    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 5 168,565
    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) ...
    47,625
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    120,940
    10 Analysis of line 9:
    a Excess from 2009.... 39,892
    b Excess from 2010.... 32,049
    c Excess from 2011.... 8,671
    d Excess from 2012.... 19,067
    e Excess from 2013.... 21,261
    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).)
    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 address 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 (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
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD STE 311
    CHICAGO,IL60613
    NONE 501 (C) 3 GENERAL OPERATING SUPPORT 6,000
    Metro East Humane Society
    8495 STATE ROUTE 143
    Edwardsville,IL62026
    NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,300
    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 17,500
    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 2,500
    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
    PARTNERS FOR PETS
    8901 E TRENT AE
    SPOKANE VALLEY,WA99212
    NONE 501(C)(3) PROGRAM SUPPORT 2,500
    OAKEN ACRES WILDLIFE CENTER
    12140 ALDRICH RD
    SYCAMORE,IL60178
    NONE 501(C)3 PROGRAM SUPPORT 2,000
    CATVANDO NPF CORP
    PO BOX 851
    MAYWOOD,IL60153
    NONE 501(C)3 PROGRAM SUPPORT 2,000
    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 97,300
    bApproved for future payment
    Total .................................bullet 3b  
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
          0 4
    4 Dividends and interest from securities....       0 34,148
    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 .............
          0 97,960
    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)..   0 132,112
    13Total. Add line 12, columns (b), (d), and (e)..................
    13132,112
    (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
    8 HELP DEFRAY THE COSTS OF ORGANIZATIONS ESTABLISHED TO
    3 PREVENT ANIMAL CRUELTY.
    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:
    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 2013 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 25,393
    PFIZER INC 5.35% 26,036 26,416
    CISCO SYS INC 3.15 25,568 26,455
    JP MORGAN CHASE & CO 3.15 25,411 26,209
    TOTAL CAPITAL SA 3.125 26,030 26,089
    OPPENHEIMER INTL BD FD 60,000 55,780
    ARCHER DANIELS MIDLAND 30,164 28,257
    BOTTLING GROUP LLC 29,045 28,229
    TCW FDS INC EMERGING MKTS 49,223 44,537
    EATON VANCE MUT FDS TR FLTG 50,000 50,044
    HOTCHKIS & WILEY FDS HIGH YLD 34,853 34,781

    TY 2013 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 5,073 14,025
    FEDEX CORPORATION 2,954 4,169
    COCA COLA CO 2,884 5,287
    GILEAD SCIENCES INC 5,413 15,921
    GOOGLE INC 4,915 11,207
    INTERNATIONAL BUSINESS MACHS 4,057 7,315
    JP MORGAN CHASE 7,921 10,175
    MASTERCARD INC 3,681 14,203
    MCKESSON CORPORATION 2,391 5,810
    MEDTRONIC INC 5,145 6,542
    MICROSOFT CORP 5,526 6,921
    MYLAN INC 2,283 5,078
    ORACLE CORPORATION 1,943 4,170
    SCHULMBERGER LTD 5,055 6,848
    ISHARES RUSSELL 2000 INDEX FD 31,251 69,216
    PACKAGING CORP AMER 1,223 3,101
    NOBLE CORPORATION 5,739 5,658
    FMC TECHNOLOGIES INC 3,105 3,185
    TIME WARNER CABLE INC 3,383 5,013
    EUROPACIFIC GROWTH FD CL F-2 85,000 90,216
    VERIZON COMMUNICATIONS 3,345 4,373
    ALLIANT CORP 3,999 5,832
    ECOLAB INC 2,780 3,337
    EAST WEST BANCORP INC 5,881 8,708
    TIME WARNER INC 6,256 6,484
    SLM CORP 5,684 6,307
    ANHEUSER BUSCH 3,402 5,962
    ISHARES MSCI EAFE INDEX 43,729 46,967
    DOVER CORP 5,820 6,468
    AUTOZONE INC 8,160 10,037
    COMCAST CORP CL A 7,146 8,938
    EOG RES INC 3,099 2,853
    AMERICAN INTL GROUP 7,182 9,752
    EXXON MOBIL CORP 9,333 10,120
    BRISTOL MYERS SQUIBB 5,985 8,823
    STATE STREET CORP 7,383 7,779
    DANAHER CORP 6,198 8,183
    GENERAL ELECTRIC 4,376 5,746
    MONSTER BEVERAGE CORP 5,773 6,777
    MONDELEZ INTL INC 2,456 3,283
    NORTHEAST UTILS 2,400 2,840
    OCCIDENTAL PETE 8,866 9,605
    OPPENHEIMER DVLPING MKTS 150,200 159,268
    PRINCIPAL MIDCAP BLEND FD 50,000 52,303
    SBA COMMUNICATIONS 2,277 2,965
    UNITEDHEALTH GROUP INC 3,710 5,196
    WALGREEN CO 4,021 6,318
    TE CONNECTIVITY LTD 4,350 5,070
    AUTOMATIC DATA PROCESSING 4,297 4,848
    UNION PAC CORP 5,543 6,552
    WALMART STORES INC 5,344 5,823
    AXIS CAPITAL HOLDINGS LTD 8,567 8,896
    FIDELITY ADV SMALL CAP FD 50,000 48,963
    HUNTSMAN CORP 2,998 3,469

    TY 2013 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 40,477 36,915
    T ROWE PRICE RL EST FUND AT COST 42,366 44,640
    AQR FDS RISK PARITY FD AT COST 40,000 36,080
    UBS E-TRACS ALERIAN MLP AT COST 49,875 55,202
    SPDR DJ INTL REAL ESTATE ETF AT COST 25,167 24,720
    JP MORGAN TR INC OPP AT COST 60,000 59,892
    MAINSTAY FDS TR AT COST 80,000 81,856
    WILLIAM BLAIR FDS AT COST 25,000 24,980

    TY 2013 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
    ACCRUED INCOME   2,403 0


    TY 2013 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 10,771 10,771   0
    BANK SERVICE FEES 10,771 10,771   0
    OTHER MISC INVESTMENT EXPENSES 3 3   0
    OTHER MISC CHARITABLE EXPENSES 284 0   284
    INSURANCE PREMIUMS PAID 1,094 1,094   0


    TY 2013 TaxesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 59 59   0
    FEDERAL EXCISE TAX - PRIOR YEA 402 0   0
    FEDERAL EXCISE TAX ESTIMATE 1,024 0   0
    FOREIGN TAXES ON QUALIFIED FOR 449 449   0
    FOREIGN TAXES PAID - NQDI 38 38   0