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
CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
 

Number and street (or P.O. box number if mail is not delivered to street address)130 N WATER STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DECATUR, IL62523
A Employer identification number

37-6127169
B Telephone number (see instructions)

(217) 425-8285
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$4,733,869
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...... 34,017 28,961  
5a Gross rents.............. 110,822 110,822  
b Net rental income or (loss) 93,085
6a Net gain or (loss) from sale of assets not on line 10 48,308
b Gross sales price for all assets on line 6a 408,687
7 Capital gain net income (from Part IV, line 2)... 48,308
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........ 193,147 188,091  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,695 0   12,695
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,250 0   1,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 3,544 328   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,822 17,807   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,311 18,135   13,960
25 Contributions, gifts, grants paid........ 268,684 268,684
26 Total expenses and disbursements. Add lines 24 and 25 303,995 18,135   282,644
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -110,848
b Net investment income (if negative, enter -0-) 169,956
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............... 24,158 54,281 54,281
2 Savings and temporary cash investments..........      
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) 558,896 Click to see attachment417,753 424,282
b Investments—corporate stock (attach schedule)........ 498,619 Click to see attachment425,345 534,821
c Investments—corporate bonds (attach schedule)........ 76,054 Click to see attachment158,102 159,145
11 Investments—land, buildings, and equipment: basis bullet2
Less: accumulated depreciation (attach schedule) bullet   2 2 3,545,590
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 23,360 Click to see attachment14,758 15,750
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,181,089 1,070,241 4,733,869
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,181,089 1,070,241
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,181,089 1,070,241
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,181,089 1,070,241
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 1,181,089
2 Enter amount from Part I, line 27a..................... 2 -110,848
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,070,241
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 1,070,241
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 FEDERAL NAT'L MORTGAGE ASSS II P 2008-02-14 2013-02-25
b PHILLIPS 66 P 2006-12-18 2013-01-03
c PHILLIPS 66 P 2006-12-18 2013-04-03
d PHILLIPS 66 P 2011-08-30 2013-04-03
e FEDERAL HOME LOAN BANK 5% P 2006-02-27 2013-08-03
FEDERAL NAT'L MORTGAGE ASSS II P 2008-02-14 2013-03-25
PIMCO EM P 2011-05-23 2013-03-25
SOUTHERN IL UNIV P 2009-05-08 2013-01-04
AMGEN INC P 2007-08-08 2013-12-04
AMGEN INC P 2008-01-23 2013-12-04
AUTOMATIC DATA PROC P 2008-01-23 2013-12-04
FEDERAL NAT'L MORTGAGE ASSS II P 2008-02-14 2013-04-25
WISCONSIN STATE P 2008-03-10 2013-05-01
AFLAC INC P 2010-10-03 2013-05-10
AMERICAN EXPRESS CO P 2009-03-03 2013-05-10
AMGEN INC P 2008-01-23 2013-10-05
AUTOMATIC DATA PROC P 2008-01-23 2013-05-10
CISCO SYSTEMS, INC P 2008-01-23 2013-10-05
COLGATE PAMOLIVE P 2008-01-23 2013-10-05
DANAHER CORP P 2008-01-23 2013-05-10
DARDEN RESTRAUNTS P 2012-02-04 2013-10-05
DIAGO PLC P 2009-02-13 2013-05-10
DISNEY P 2008-01-23 2013-05-10
GMO INT'L CORP P 2012-08-16 2013-10-05
GENERAL ELECTRIC CO P 2008-01-23 2013-10-05
ISHARES MSCI P 2008-12-17 2013-10-05
JOHNSON AND JOHNSON P 2009-03-03 2013-05-10
LILLY (ELI) & CO P 2008-01-23 2013-10-05
MATTEL, INC. P 2012-09-25 2013-05-10
MEDTRONIC, INC P 2008-01-23 2013-05-10
MONSATO P 2011-05-23 2013-05-10
MTT DOCOMO P 2013-01-03 2013-10-05
NIKE P 2009-03-03 2013-10-05
NORTHERN TRUST CO P 2009-09-16 2013-10-05
ORACLE P 2008-01-23 2013-10-05
PIMCO HIGH YEILD P 2010-10-20 2013-10-05
PEPSICO P 2008-01-23 2013-10-05
PETSMART P 2011-12-16 2013-10-05
CONGRESS MID CAP GROWTH P 2012-12-13 2013-10-05
SEI CORP P 2009-03-03 2013-10-05
TEMPLETON FOREIGN EQUITY P 2001-01-24 2013-10-05
US BANCORP DEL NEW P 2010-01-09 2013-10-05
UNITEDHEALTH GROUP P 2013-12-04 2013-10-05
VANGUARD INTERNATIONAL EXPLORER P 2009-09-18 2013-10-05
WAL-MART STORES, INC P 2008-01-23 2013-10-05
WASTE MANAGEMENT INC P 2009-03-05 2013-10-05
WELLS FARGO & CO P 2002-03-05 2013-10-05
ACCENTURE P 2008-01-23 2013-10-05
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-05-28
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-06-25
NORTHERN TRUST CO P 2009-09-16 2013-07-24
NORTHERN TRUST CO P 2010-04-19 2013-07-24
NORTHERN TRUST CO P 2011-05-23 2013-07-24
NORTHERN TRUST CO P 2011-08-30 2013-07-24
WALMART STORES, INC P 2008-01-23 2013-07-24
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-07-25
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-08-26
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-09-25
ISHARES MSCI P 2008-12-17 2013-09-30
ISHARES MSCI P 2009-09-16 2013-09-30
ISHARES MSCI P 2011-08-30 2013-09-30
CONGRESS MID CAP GROWTH P 2012-12-13 2013-09-30
AUTOMATIC DATA PROCESSSING P 2008-01-23 2013-01-10
AUTOMATIC DATA PROCESSSING P 2011-08-30 2013-01-10
SPDR UTILITIES P 2011-03-10 2013-01-10
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-10-25
TEVA PHARMA P 2008-01-23 2013-04-11
TEVA PHARMA P 2009-03-03 2013-04-11
TEVA PHARMA P 2009-09-16 2013-04-11
TEVA PHARMA P 2011-05-23 2013-04-11
TEVA PHARMA P 2011-08-30 2013-04-11
US TREASURY NOTE P 2012-07-24 2013-11-19
US TREASURY NOTE P 2012-10-22 2013-11-19
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-11-25
AFLAC INC P 2010-10-03 2013-12-16
AMERICAN EXPRESS CO P 2009-03-03 2013-12-16
AMGEN INC P 2008-01-23 2013-12-16
APPLE INC P 2012-06-25 2013-12-16
BECTON, DICKERSON & CO P 2010-10-28 2013-12-16
BERKSHIRE HATHAWAYS CL P 2013-07-24 2013-12-16
BHP BILLITON P 2009-09-16 2013-12-16
BHP BILLITON P 2011-08-30 2013-12-16
BLACKROCK COM P 2009-03-03 2013-12-16
CEVRONTEXACO CORP P 2008-03-10 2013-12-16
CISCO SYSTEMS, INC P 2008-01-23 2013-12-16
COLGATE PALMOLIVE P 2008-01-23 2013-12-16
CONOCO PHILLIPS P 2006-12-18 2013-12-16
DFA INTERNATIONAL P 2013-02-10 2013-12-16
DWS FLOATING RATE P 2011-05-23 2013-12-16
DANAHER CORP P 2008-01-23 2013-12-16
DARDEN RESTAURANTS P 2012-02-04 2013-12-16
DARDEN RESTAURANTS P 2012-02-04 2013-12-16
DIAGO PLC P 2009-02-13 2013-12-16
DISNEY P 2008-01-23 2013-12-16
EMC CORP P 2011-02-18 2013-12-16
EMC CORP P 2011-02-18 2013-12-16
EBAY INC P 2013-01-10 2013-12-16
EXXON MOBILE CORP P 2008-01-23 2013-12-16
GMO INT'L OPP EQUITY P 2012-08-16 2013-12-16
GENERAL ELECTRIC CORP P 2008-01-23 2013-12-16
INTERNATIONAL BUISINESS MACHINES CORP P 2008-01-23 2013-12-16
JP MORGAN CHASE P 2013-07-24 2013-12-16
JOHNSON & JOHNSON P 2009-03-03 2013-12-16
LILLY (ELI) & CO P 2008-01-23 2013-12-16
LILLY (ELI) & CO P 2008-12-17 2013-12-16
LILLY (ELI) & CO P 2008-12-17 2013-12-16
LILLY (ELI) & CO P 2011-08-30 2013-12-16
MATTEL, INC P 2012-09-25 2013-12-16
MCDONALD'S CORP P 2008-01-23 2013-12-16
MEDTRONIC, INC P 2008-01-23 2013-12-16
MONSATO P 2011-05-23 2013-12-16
MTT DOCOMO, INC P 2013-01-03 2013-12-16
NATIONAL-OILWELL P 2008-01-23 2013-12-16
NIKE P 2009-03-03 2013-12-16
ORACLE P 2008-01-23 2013-12-16
PEPSICO P 2008-01-23 2013-12-16
PETSMART P 2011-12-16 2013-12-16
PROCTOR & GAMBLE P 2008-01-23 2013-12-16
CONGRESS MID CAP GROWTH INSTL P 2012-12-13 2013-12-16
SEI CORP P 2009-03-03 2013-12-16
SCHLUMBERGER LTD P 2008-01-23 2013-12-16
TEMPLETON FOREIGN EQUITY FUND P 2001-01-24 2013-12-16
US BANCORP P 2010-01-09 2013-12-16
UNITED TECHNOLOGY CORP P 2008-01-23 2013-12-16
UNITEDHEATH GROUP P 2013-12-04 2013-12-16
VANGUARD INTERNATIONAL EXPLORER P 2009-09-18 2013-12-16
VANGUARD INTERNATIONAL EXPLORER P 2011-05-23 2013-12-16
WALMART STORES, INC P 2008-01-23 2013-12-16
WALMART STORES, INC P 2011-01-14 2013-12-16
WASTE MANAGEMENT INC P 2009-05-03 2013-12-16
WELLS FARGO & CO P 2002-03-05 2013-12-16
WELLS FARGO & CO P 2008-01-23 2013-12-16
ACCENTURE P 2008-01-23 2013-12-16
MONONA WIS GO PROM P 2010-08-17 2013-12-23
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-12-26
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 890   888 2
b 1,017   539 478
c 869   454 415
d 97   47 50
e 25,000   25,000 0
715   713 2
7,068   7,075 -7
50,000   50,000 0
442   205 237
3,312   1,334 1,978
2,827   1,644 1,183
810   808 2
25,000   25,000 0
324   314 10
279   48 231
420   178 242
350   191 159
293   315 -22
482   295 187
246   147 99
214   206 8
496   201 295
670   275 395
5,823   4,953 870
429   641 -212
3,058   2,238 820
342   191 151
272   254 18
783   607 176
196   184 12
538   338 200
63   61 2
385   121 264
217   240 -23
135   79 56
4,110   3,885 225
331   274 57
277   201 76
3,361   2,907 454
518   200 318
2,697   1,848 849
133   86 47
249   252 -3
2,651   2,232 419
628   394 234
165   94 71
341   225 116
485   196 289
813   811 2
754   752 2
2,894   2,935 -41
473   460 13
1,536   1,266 270
1,122   737 385
5,762   3,643 2,119
728   726 2
697   695 2
660   659 1
3,629   2,604 1,025
23,622   20,706 2,916
4,075   3,380 695
8,002   6,280 1,722
3,889   2,065 1,824
360   250 110
2,697   2,380 317
545   543 2
1,903   2,304 -401
73   87 -14
512   719 -207
329   443 -114
512   571 -59
24,635   25,522 -887
24,635   25,149 -514
580   578 2
1,730   1,359 371
1,689   240 1,449
674   267 407
561   572 -11
529   382 147
1,028   1,050 -22
2,957   3,172 -215
257   338 -81
2,123   640 1,483
481   318 163
1,063   1,170 -107
1,219   701 518
768   623 145
750   747 3
2,346   2,354 -8
972   477 495
421   412 9
3,927   3,866 61
1,264   503 761
1,904   742 1,162
94   109 -15
4,309   4,940 -631
794   839 -45
685   552 133
16,803   13,376 3,427
2,316   2,902 -586
177   100 77
1,192   1,189 3
1,188   621 567
345   356 -11
148   112 36
3,841   2,906 935
197   149 48
1,808   1,428 380
573   308 265
1,068   875 193
1,449   878 571
484   460 24
628   436 192
1,692   445 1,247
575   336 239
486   411 75
651   453 198
902   710 192
5,510   4,111 1,399
2,026   668 1,358
347   296 51
12,064   7,671 4,393
1,216   670 546
869   551 318
852   757 95
9,213   6,935 2,278
691   629 62
156   98 58
779   549 230
437   235 202
1,098   626 472
527   347 180
970   424 546
35,000   35,082 -82
523   521 2
543   542 1
1,353     1,353
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       2
b       478
c       415
d       50
e       0
      2
      -7
      0
      237
      1,978
      1,183
      2
      0
      10
      231
      242
      159
      -22
      187
      99
      8
      295
      395
      870
      -212
      820
      151
      18
      176
      12
      200
      2
      264
      -23
      56
      225
      57
      76
      454
      318
      849
      47
      -3
      419
      234
      71
      116
      289
      2
      2
      -41
      13
      270
      385
      2,119
      2
      2
      1
      1,025
      2,916
      695
      1,722
      1,824
      110
      317
      2
      -401
      -14
      -207
      -114
      -59
      -887
      -514
      2
      371
      1,449
      407
      -11
      147
      -22
      -215
      -81
      1,483
      163
      -107
      518
      145
      3
      -8
      495
      9
      61
      761
      1,162
      -15
      -631
      -45
      133
      3,427
      -586
      77
      3
      567
      -11
      36
      935
      48
      380
      265
      193
      571
      24
      192
      1,247
      239
      75
      198
      192
      1,399
      1,358
      51
      4,393
      546
      318
      95
      2,278
      62
      58
      230
      202
      472
      180
      546
      -82
      2
      1
      1,353
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 48,308
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 87,129 4,254,777 0.020478
2011 141,429 3,200,654 0.044188
2010 86,564 2,576,742 0.033594
2009 131,074 2,538,963 0.051625
2008 125,650 2,655,881 0.047310
2 Total of line 1, column (d) ...................... 2 0.197195
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 0.039439
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,813,828
5 Multiply line 4 by line 3....................... 5 189,853
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,700
7 Add lines 5 and 6......................... 7 191,553
8 Enter qualifying distributions from Part XII, line 4.............. 8 282,644
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 1,700
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,700
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,700
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 300
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet300 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBUSEY TRUST COMPANY Telephone no.bullet (217) 425-8285
    Located atbullet130 NORTH WATER STREETDECATURIL ZIP+4bullet62523
    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
    155,056
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    BUSEY BANK TRUSTEE
    5.00
    12,695 0 0
    130 N WATER STREET
    DECATUR,IL62523
    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 TO CONTRIBUTE TO DECATUR HOSPITALS 268,684
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    240,691
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,700
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,700
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    238,991
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    238,991
    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
    238,991
    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 7 238,991
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 210,744
    b Total for prior years:2011, 20, 20 57,489
    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......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 282,644
    a Applied to 2012, but not more than line 2a 210,744
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    Click to see attachment57,489
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 14,411
    e Remaining amount distributed out of corpus 0
    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 0
    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......
    57,489
    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 ..........
    224,580
    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) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    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
    DECATUR MEMORIAL HOSPITAL
    2300 NORTH EDWARD
    DECATUR,IL62526
    N/A N/A OPERATIONS 134,342
    ST MARY'S HOSPITAL
    1800 EAST LAKE SHORE DRIVE
    DECATUR,IL62521
    N/A N/A OPERATIONS 134,342
    Total .................................bullet 3a 268,684
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    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 34,017  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 93,085  
    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 48,308  
    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).. 0 175,410 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13175,410
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,250 0   1,250

    TY 2013 AppliedToPriorYearElection
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Election:
    SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSCHESS LUPTON TRUST37-6127169130 NORTH WATER STREETDECATUR, IL 62523DECEMBER 31, 2013PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEARS UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/11 IN THE AMOUNT OF $57,489.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAMPBELL SOUP CO 4.5% 22,677 21,903
    JPMORGAN CHASE & CO 6.0% 27,332 28,787
    TOTAL CAPITAL GCB GTD NOTE 2.3% 25,089 25,758
    WACHOVIA CORP GLOBAL MTN NT 5.75% 27,251 28,827
    LOCKHEED MARTIN CORP SR NT 4.25% 27,710 26,883
    ADOBE SYS INC NT 4.75% 28,043 26,987

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACADIAN EMERGING MARKET 22,617 25,797
    ACCENTURE 2,759 6,742
    AFLAC INC 3,647 5,210
    AMERICAN EXPRESS 1,109 5,625
    AMGEN INC 1,100 2,624
    APPLE COMPUTER INC COM 9,825 10,098
    BECTON DICKINSON & CO 2,979 4,309
    BLACKROCK 2,819 5,696
    BROOKFIELD GLB LISTD REAL ESTATE Y 7,482 7,604
    CATERPILLAR 3,032 3,360
    CHEVRON 2,945 4,747
    CISCO 7,181 8,299
    COHEN & STEERS GLB INFR 7,482 8,858
    COLGATE PALMOLIVE 3,209 5,673
    CONGRESS MID CAP GROWTH INSTL FUND 14,230 19,387
    CONOCO PHILLIPS 2,876 3,603
    DANAHER 1,847 3,706
    DIAGEO 2,262 5,959
    DREYFUS/THE BOSTON CO SM CAP VALUE 3,222 4,344
    DWS FLOATING RATE 13,922 13,940
    EMC CORP 2,179 2,238
    EXXON MOBIL 3,754 4,858
    GENERAL ELECTRIC 5,948 8,157
    GMO INT'L OPP EQUITY ALLOC 38,231 48,536
    GOLDMAN SACHS EM DEBT 20,642 21,359
    IBM 4,207 7,315
    ISHARES RUSSELL 2000 INDEX 1,674 4,845
    JOHNSON & JOHNSON 3,431 5,770
    MATTEL INC COM 4,141 5,519
    MCDONALDS 3,418 5,725
    MEDTRONIC 3,403 4,706
    MONSANTO 3,106 5,361
    NATIONAL-OILWELL 3,049 5,647
    NIKE INC 1,623 4,876
    ORACLE 3,799 6,849
    PEPSICO INC 4,258 5,474
    PETSMART INC 2,767 4,001
    PIMCO COMMODITY REAL RETURN 9,640 6,940
    PIMCO EM DEBT - LOCAL CURRENCY 14,382 12,363
    PIMCO HIGH YIELD BOND 12,148 12,518
    PROCTER & GAMBLE 4,268 5,536
    SCHLUMBERGER 3,656 5,677
    SEI INVESTMENTS 2,367 5,557
    TEMPLETON FOREIGN 15,158 20,083
    THIRD AVENUE GLOBAL REIT 5,714 8,163
    UNITED TECHNOLOGIES 2,156 3,528
    US BANCORP 2,844 5,090
    VANGUARD INTL EXPLORER 26,715 31,123
    WALMART 3,350 4,800
    WALT DISNEY 1,963 5,119
    WASTE MANAGEMENT 1,814 3,276
    WELLS FARGO & CO 3,370 5,312
    HOME DEPOT 3,888 4,035
    STARBUCKS 1,606 1,646
    BERKSHIRE HATHAWAYS CL B 4,666 4,742
    JP MORGAN CHASE CO 4,926 5,088
    BIOGEN IDEC INC COM 1,927 1,957
    CELGENE CORP COM 1,967 2,028
    EXPRESS SCRIPTS HLDG CO 3,362 3,793
    UNITEDHEALTH GROUP INC COM 2,649 3,163
    EXPIDITORS 1,861 2,832
    EBAY INC COM 3,467 3,402
    GOOGLE INC 4,289 4,483
    XEROX CORP 1,627 1,716
    NTT DOCOMO 4,352 4,573
    EXELON CORP COM 2,694 2,492
    DFA EMERGING MARKETS 10,008 9,813
    WILLIAM BLAIR EMERGING MRKTS 10,005 10,781
    DFA INTERNATIONAL CORE EQUITY 19,262 20,208
    ARCADIAN EMERGING MARKETS DEBT FUND 7,068 6,166
    FARMERS COOP GRAIN DALTON CITY 1 1

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    US Government Securities - End of Year Book Value:

    327,434
    US Government Securities - End of Year Fair Market Value:

    331,785
    State & Local Government Securities - End of Year Book Value:


    90,319
    State & Local Government Securities - End of Year Fair Market Value:


    92,497


    TY 2013 InvestmentsOtherSchedule2
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERAL NATL MTG ASSN 4.5% AT COST 14,758 15,750

    TY 2013 OtherExpensesSchedule
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & FEES 15 0   15
    INVESTMENT EXPENSES 70 70   0
    INSURANCE 296 296   0
    MANAGEMENT FEES 7,758 7,758   0
    REAL ESTATE TAXES 8,083 8,083   0
    REPAIRS 1,600 1,600   0


    TY 2013 TaxesSchedule
    Name:
    CHESS LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6127169
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 3,216 0   0
    FOREIGN TAXES 328 328   0