Form990-PF
Click to see attachment

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
BENJAMIN BENEDICT GREENFIELD
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)18313 GREENLEAF CT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TINLEY PARK, IL60487
A Employer identification number

36-3559017
B Telephone number (see instructions)

(708) 444-4241
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$4,451,610
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 Dividends and interest from securities...... 121,835 121,835  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,208
b Gross sales price for all assets on line 6a 962,843
7 Capital gain net income (from Part IV, line 2)... 59,208
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........ 181,043 181,043  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 194,400 97,200   97,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,840 1,920   1,920
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) -479 692    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 22,919 21,611   1,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 220,680 121,423   100,428
25 Contributions, gifts, grants paid........ 98,500 98,500
26 Total expenses and disbursements. Add lines 24 and 25 319,180 121,423   198,928
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -138,137
b Net investment income (if negative, enter -0-) 59,620
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............... 38,656 14,363 14,363
2 Savings and temporary cash investments.......... 159,369 37,525 37,525
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)........ 1,281,032 Click to see attachment1,803,515 2,419,011
c Investments—corporate bonds (attach schedule)........ 2,420,176 Click to see attachment1,905,693 1,980,711
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 bullet1,225
Less: accumulated depreciation (attach schedule) bullet1,225      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,899,233 3,761,096 4,451,610
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund 3,899,233 3,761,096
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,899,233 3,761,096
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,899,233 3,761,096
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 3,899,233
2 Enter amount from Part I, line 27a..................... 2 -138,137
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,761,096
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,761,096
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 700 BB&T P 2013-02-08 2013-04-19
b 625 BRISTOL MEYERS SQUIBB P 2012-07-20 2013-05-02
c 400 ELI LILLY P 2013-05-02 2013-07-01
d 500 UNILEVER P 2013-04-03 2013-07-25
e 5012.33 DREYFUS PRE STRAT INTER ST-R P 2013-04-03 2013-11-14
100 ALLEGION P 2013-07-10 2013-12-11
600 HYATT HOTELS P 2011-06-15 2013-01-03
500 VODAPHONE P 2010-01-28 2013-02-08
100 UPS P 2005-04-25 2013-02-08
10 GOOGLE P 2010-07-28 2013-02-08
550 CINTAS CORP P 2007-12-03 2013-02-08
100 CVS CORP P 2010-06-22 2013-02-08
200 COCA COLA P 2009-04-27 2013-02-08
50 AFFILIATED MANAGERS GROUP P 2010-07-21 2013-02-08
50 ALLIANCE DATA SYS P 2009-07-14 2013-02-08
250 APACHE CORP P 2010-05-05 2013-02-21
100 APACHE CORP P 2010-07-14 2013-02-21
100000 MCDONALDS P 2008-06-05 2013-03-01
1000 CYS INVTS INC P 2010-09-21 2013-03-04
100 UPS P 2005-04-25 2013-03-04
104227 US TREAS- CPI P 2011-09-06 2013-03-21
50000 SHELL INTL FIN B P 2010-02-19 2013-03-21
450 E I DU PONT P 2012-02-08 2013-04-03
2000 CYS INVTS INC P 2010-09-21 2013-04-09
200 CHURCH & DWIGHT P 2009-10-28 2013-05-02
100000 IBM P 2009-11-03 2013-05-06
1000 FEDERAL HOME LN MTG P 1976-01-01 2013-05-15
150 3M CO P 2005-07-22 2013-07-10
1000 FEDERAL HOME LN MTG P 1976-01-01 2013-07-15
400 CHURCH & DWIGHT P 2009-10-28 2013-07-18
87.51 MALLINCKRODT P 2006-01-27 2013-07-23
50000 WALGREEN P 2009-02-11 2013-08-01
75 IBM P 2012-05-14 2013-08-08
100000 FEDERAL HOME LN BANK P 2006-07-28 2013-09-23
Capital Gain Dividends      
       
(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 20,756   21,468 -712
b 24,894   22,165 2,729
c 19,977   21,904 -1,927
d 20,516   21,460 -944
e 77,992   74,026 3,966
4,216   3,530 686
23,597   23,410 187
13,740   10,866 2,874
8,213   6,886 1,327
7,847   4,846 3,001
23,584   18,117 5,467
5,119   3,178 1,941
7,724   4,250 3,474
7,317   3,072 4,245
7,694   1,898 5,796
18,823   24,647 -5,824
7,529   8,688 -1,159
100,000   100,000  
11,830   12,553 -723
8,242   6,886 1,356
110,765   111,125 -360
51,744   52,427 -683
21,919   23,171 -1,252
24,120   25,106 -986
12,819   5,501 7,318
100,000   99,919 81
1,000   981 19
16,987   11,124 5,863
1,000   981 19
25,342   11,002 14,340
3,821   2,134 1,687
50,000   53,310 -3,310
14,095   14,991 -896
106,187   98,013 8,174
       
      3,434
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       -712
b       2,729
c       -1,927
d       -944
e       3,966
      686
      187
      2,874
      1,327
      3,001
      5,467
      1,941
      3,474
      4,245
      5,796
      -5,824
      -1,159
       
      -723
      1,356
      -360
      -683
      -1,252
      -986
      7,318
      81
      19
      5,863
      19
      14,340
      1,687
      -3,310
      -896
      8,174
       
       
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 59,208
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 3,798
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 227,472 4,237,093 0.05369
2011 224,126 4,399,850 0.05094
2010 214,049 4,460,020 0.04799
2009 258,224 4,312,057 0.05988
2008 269,849 5,123,840 0.05267
2 Total of line 1, column (d) ...................... 2 0.26517
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 0.05303
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,246,983
5 Multiply line 4 by line 3....................... 5 225,230
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 596
7 Add lines 5 and 6......................... 7 225,826
8 Enter qualifying distributions from Part XII, line 4.............. 8 198,928
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 1,192
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  
3 Add lines 1 and 2............................ 3 1,192
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,192
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,192
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletKATHY GROENENDAL Telephone no.bullet (708) 444-4241
    Located atbullet18313 GREENLEAF CTTINLEY PARKIL ZIP+4bullet60487
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
    No
    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
     
    No
    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
    COLIN FISHER Chairman
    10.00
    64,800    
    68-929 PEREZ ROAD SUITE M
    CATHEDRAL CITY,CA92234
    KATHY GROENENDAL President
    15.00
    64,800    
    18313 GREENLEAF CT
    TINLEY PARK,IL60487
    SHELDON RACHMAN Secretary
    10.00
    64,800    
    1660 FIRST STREET
    HIGHLAND PARK,IL60035
    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  
    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.............bullet  
    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
    212,349
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,192
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,192
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    211,157
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    211,157
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    211,157
    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 7 211,157
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 195,373
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 198,928
    a Applied to 2012, but not more than line 2a 195,373
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 3,555
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    207,602
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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 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
    NATIONAL KIDNEY FDN
    600 S FEDERAL
    CHICAGO,IL60604
    NONE N/A SPONSOR CHILDREN AT SUMMER CAMP. 10,000
    BY THE HAND CLUB FOR KIDS
    1000 N SEDGWICK
    CHICAGO,IL60607
    NONE N/A SUPPORT OF THE ACADEMIC ENRICHMENT PROGRAM IN THE ENGELWOOD NEIGHBORHOOD 15,000
    BLEEDING DISORDERS
    332 S MICHIGAN
    CHICAGO,IL60604
    NONE N/A SPONSOR CHILDREN'S PROGRAM. 7,500
    EMERGENCY FUND
    651 W WASHINGTON 504
    CHICAGO,IL60661
    NONE N/A SUPPORT OF FINANCIAL ASSISTANCE PROGRAM 10,000
    JEWISH FEDERATION OF CHICAGO
    30 S WELLS STREET
    CHICAGO,IL60606
    NONE N/A COAT DRIVE 2,500
    ROSELAND CHRISTIAN MINISTRIES
    10858 S MICHGAN AVE
    CHICAGO,IL60607
    NONE N/A BEDS & MATTRESSES FOR WOMEN'S SHELTER /SOUP KITCHEN 1,000
    TUESDAY'S CHILD
    4028 W IRVING PARK RD
    CHICAGO,IL60641
    NONE N/A ASSIST HISPANIC FAMILIES WITH SPEC NEEDS CHILDREN 15,000
    TOGETHER WE COPE
    17010 OAK PARK AV
    TINLEY PARK,IL60477
    NONE N/A SUPPORT FOOD PANTRY 2,500
    NIGHT MINISTRY
    4711 N RAVENSWOOD
    CHICAGO,IL60640
    NONE N/A SOCIAL SERVICES 8,000
    KESHET
    617 LANDWEHR RD
    NORTHBROOK,IL60062
    NONE N/A GENERAL FUNDING FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES 7,500
    MAKE A WISH FDN
    4742 N 24TH ST SUITE 400
    PHOENIX,AZ85016
    NONE N/A HELP GRANT THE WISH OF A 4-YEAR OLD GIRL WITH SICKLE CELL ANEMIA 2,500
    PASS PREGNANCY CARE CENTERS
    17214 S OAK PARK AVE
    TINLEY PARK,IL60477
    NONE N/A HELP FUND THE "ABUNDANT LIFE" PROGRAM THAT TEACHES LIFE SKILLS & PARENTING CLASSES TO YOUNG PARENTS 2,500
    MERIT SCHOOL OF MUSIC
    38 S PEORIA ST
    CHICAGO,IL60607
    NONE N/A PROVIDES MUSICAL EDUCATION TO GIFTED LOW-INCOME CHILDREN 1,000
    PROVIDENCE ST MEL
    119 South Central Park Ave
    CHICAGO,IL60624
    NONE   MUSIC PROGRAM 10,000
    RONALD MCDONALD HOUSE
    One Kroc Dr
    OAK BROOK,IL60523
    NONE   MAINTAIN INSTITUTIONS FOR FAMILIES TO STAY CLOSE DURING CHILDRENS' HOSPITAL STAYS 2,500
    SHILOH MISSIONARY BAPTIST CHURCH
    10540 S Halsted St
    CHICAGO,IL60628
    NONE   FOOD AND CLOTHING FOR THOSE IN NEED 1,000
    Total .................................bullet 3a 98,500
    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 ............
             
    4 Dividends and interest from securities....     14 121,835  
    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 59,208  
    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)..   181,043  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13181,043
    (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: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fee 3,840 1,920 0 1,920

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MCDONALDS    
    IBM    
    WALGREENS    
    UNILEVER CAPITAL 125,455 125,464
    SHELL INTL FIN    
    UNITED PARCEL SERVICES 75,197 75,620
    MICROSOFT 100,320 101,049
    ORACLE 100,000 101,726
    WELLS FARGO 105,118 102,548
    STATOILHYDRO ASA 100,208 102,014
    DIAGEO FINANCE BV 100,112 102,869
    FEDERAL HOME LOAN BANK 47,738 52,515
    CONNECTICUT ST 100,000 104,721
    TOYOTA MOTOR CREDIT 102,286 103,994
    WAL MART STORES 93,262 106,112
    US BANCORP 127,215 128,514
    COLGATE PALMOLIVE 74,894 78,100
    E.I. DU POINT DE NEMOURS 75,722 76,530
    TOTAL CAPITAL SA 103,284 103,031
    US TREASURY INFLATION    
    PEPSICO 99,907 103,753
    MIDAMERICAN ENERGY 102,191 114,751
    GENERAL ELEC CAP 118,526 113,760
    KING CNTY WASH 50,231 52,363
    FEDERAL HOME LOAN BANK 102,066 104,453
    FEDERAL HOME LOAN MORTGAGE 1,961 2,157
    ACCRUED INCOME    
    ACCRUED INTEREST   24,667

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 28,581 41,110
    COVIDIEN PLC    
    EATON CORP PLC 23,245 34,254
    ABBOTT LABORATORIES 10,637 18,207
    AIR PRODUCTS AND CHEMICALS INC 20,767 33,534
    ALLIANCE DATA SYS CORP 7,592 52,586
    APACHE CORP    
    APPLE INC 15,369 16,831
    BANK OF AMERICA CORPORATION 97,096 35,033
    BRISTOL-MYERS SQUIBB COMPANY 22,025 26,575
    BROADCOM CORP 25,488 23,716
    CVS CAREMARK CORPORATION 18,430 42,942
    CARNIVAL CORP 39,352 40,170
    CATERPILLAR INC 31,523 29,513
    COCA-COLA CO 12,750 24,786
    DEERE & CO 20,054 27,399
    DOVER CORP 21,443 38,616
    DU PONT DE NEMOURS AND COMPANY    
    E M C CORP MASS 15,975 37,725
    ENERGIZER HLDGS INC 22,753 43,296
    EXXON MOBIL CORP 32,265 50,600
    FORD MOTOR COMPANY 24,576 37,032
    GOOGLE INC 24,228 56,036
    INTERNATIONAL BUSINESS MACHINES CORP    
    JOHNSON CONTROLS INC 23,680 30,780
    MARATHON OIL CORP 28,110 30,005
    MERCK & CO INC 19,445 25,025
    METLIFE INC 17,005 26,960
    MICROSOFT CORPORATION 31,850 48,633
    QUALCOMM INC 33,137 46,406
    SCHLUMBERGER LTD 27,559 36,044
    SKYWORKS SOLUTIONS INC 20,849 28,560
    TARGET CORP 22,236 26,890
    TERADATA CORPORATION 42,025 31,843
    TEVA PHARMACEUTICAL INDS LTD ADR 18,763 24,048
    THERMO FISHER SCIENTIFIC INC 13,583 44,540
    3M CO 13,993 28,050
    TRANSCANADA CORP 22,632 22,830
    THE TRAVELERS COMPANIES INC 18,034 40,743
    UNION PAC CORP 21,873 33,600
    UNITED PARCEL SERVICE 27,482 42,032
    UNITED TECHNOLOGIES CORP 25,927 56,900
    WELLS FARGO & COMPANY 31,569 49,940
    AFFILIATED MANAGERS GROUP INC 15,361 54,220
    CHURCH & DWIGHT INC    
    CINTAS CORP    
    HYATT HOTELS CORP    
    REINSURANCE GROUP OF AMERICA 22,675 42,576
    TOLL BROS INC 15,315 23,125
    VODAFONE GROUP 36,856 66,827
    CYS INVESTMENTS INC    
    INGERSOLL-RAND PLC 13,850 18,480
    INVESCO LIMITED 26,614 29,120
    AT&T 37,510 35,160
    ABBVIE INC 11,535 25,085
    BEAM INC 32,920 34,030
    CELANESE CORP 25,326 33,186
    CHEVRON CORP 23,766 24,982
    CITRIX SYS INC 27,787 25,300
    COMCAST CORP 20,039 25,983
    DIGITAL REALTY TRUST INC 25,413 19,648
    EXPRESS SCRIPT HOLDINGS INC 30,434 35,120
    GENERAL ELECTRIC 23,088 28,030
    GLAXO SMITHKLINE 22,789 26,695
    JP MORGAN CHASE 20,794 25,731
    LAS VEGAS SANDS CORP 20,100 29,576
    MONDELEZ INTL 22,388 28,240
    NATIONAL OILWELL VARCO 33,405 39,765
    NUCOR CORP 22,550 26,690
    OCCIDENTAL PETROLEUM 31,685 33,285
    P V H CORP 24,766 27,204
    YUM! BRANDS INC 24,434 27,220
    BNY MELLON SMALL/MID CAP FUND 52,351 58,409
    COVIDIEN PLC 21,496 47,670
    BNY MELLON INTL FUND 80,145 81,250
    BNY MELLON EMERGING MARKETS 64,222 62,614

    TY 2013 LandEtcSchedule2
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 1,225 1,225    


    TY 2013 OtherExpensesSchedule
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 75 38   37
    INSURANCE 1,108 1,108    
    INVESTMENT FEES 19,194 19,194    
    OTHER OFFICE EXPENSES 1,366 683   683
    TELEPHONE 1,176 588   588


    TY 2013 TaxesSchedule
    Name:
    BENJAMIN BENEDICT GREENFIELD
    FOUNDATION INC
    EIN: 36-3559017
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON INV. INCOME 692 692    
    FORM 990-PF TAX 1,196      
    IL ATTORNEY GENERAL FEE 15      
    IL SEC OF STATE 10