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
ATWOOD FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7327   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKFORD, IL611267327
A Employer identification number

36-6108602
B Telephone number (see instructions)

(815) 316-0035
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$4,228,805
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...... 61,293 61,293  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 600,695
b Gross sales price for all assets on line 6a 2,450,876
7 Capital gain net income (from Part IV, line 2)... 600,695
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........ 661,988 661,988  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 16,746 0   16,746
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 47,140 42,426   4,714
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 11,502 1,156   10,346
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15 0   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,403 43,582   31,821
25 Contributions, gifts, grants paid........ 2,174,359 2,174,359
26 Total expenses and disbursements. Add lines 24 and 25 2,249,762 43,582   2,206,180
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,587,774
b Net investment income (if negative, enter -0-) 618,406
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...............      
2 Savings and temporary cash investments.......... 302,944 48,535 48,535
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)........ 4,093,010 Click to see attachment3,324,389 4,180,270
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,395,954 3,372,924 4,228,805
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......... 4,395,954 3,372,924
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,395,954 3,372,924
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,395,954 3,372,924
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 4,395,954
2 Enter amount from Part I, line 27a..................... 2 -1,587,774
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 565,122
4 Add lines 1, 2, and 3.......................... 4 3,373,302
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 378
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,372,924
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 1,946 SHS US AIRWAYS GROUP INC   2012-08-28 2013-01-03
b 417 SHS MONSANTO CO   2011-03-15 2013-01-15
c 417 SHS MONSANTO CO   2012-05-15 2013-01-15
d 417 SHS MONSANTO CO   2009-11-10 2013-01-15
e 313 SHS MYRIAD GENETICS INC   2012-09-11 2013-01-15
417 SHS MONSANTO CO   2011-08-30 2013-01-15
564 SHS NORFOLK SOUTHERN CORP   2010-07-13 2013-01-22
564 SHS NORFOLK SOUTHERN CORP   2012-02-21 2013-01-22
2,319 SHS SOUTHWEST AIRLINES   2011-07-20 2013-01-22
52 SHS AMAZON.COM INC   2011-08-15 2013-02-05
2,178 SHS VIRGIN MEDIA INC COM   2013-01-08 2013-02-13
1,182 SHS MOODY'S CORP   2012-07-17 2013-02-13
512 SHS MANPOWERGROUP INC   2012-08-28 2013-02-13
1,182 SHS MOODY'S CORP   2011-11-01 2013-02-13
2,178 SHS VIRGIN MEDIA INC COM   2011-08-24 2013-02-13
468 SHS AUTODESK INC   2011-08-17 2013-02-19
468 SHS AUTODESK INC   2008-11-19 2013-02-19
468 SHS AUTODESK INC   2012-05-22 2013-02-19
1,325 SHS ELECTRONIC ARTS INC   2012-01-17 2013-03-05
2,382 SHS TYSON FOODS INC CL A   2012-09-11 2013-03-05
3,150 SHS WESTERN UNION CO   2012-08-07 2013-03-05
886 SHS AMPHENOL CORP CL A   2011-08-15 2013-03-12
886 SHS AMPHENOL CORP CL A   2012-05-22 2013-03-12
1,101 SHS SOUTHWEST AIRLINES   2011-08-17 2013-03-19
1,101 SHS SOUTHWEST AIRLINES   2011-07-20 2013-03-19
146 SHS LINKEDIN CORP - A   2012-07-31 2013-03-27
1,522 SHS AMC NETWORKS INC CL A   2012-02-07 2013-03-27
1,522 SHS AMC NETWORKS INC CL A   2011-07-12 2013-03-27
306 SHS UNIVERSAL HEALTH SERVICES CL B   2012-11-06 2013-04-16
1,776 SHS DISCOVER FINANCIAL SVCS   2011-08-15 2013-04-16
1,776 SHS DISCOVER FINANCIAL SVCS   2011-05-24 2013-04-16
1,093 SHS SOUTHWEST AIRLINES   2009-03-05 2013-05-01
1,093 SHS SOUTHWEST AIRLINES   2011-08-17 2013-05-01
1,438 SHS CARNIVAL CORP   2012-01-24 2013-05-01
814 SHS COCA COLA CO   2013-02-13 2013-05-01
1,438 SHS CARNIVAL CORP   2011-08-10 2013-05-01
675 SHS AMER EXPRESS CO   2009-03-05 2013-05-07
1,442 SHS US AIRWAYS GROUP INC   2012-08-28 2013-05-07
109 SHS THE WALT DISNEY CO   2008-11-18 2013-05-14
57 SHS DIRECTV   2013-03-05 2013-05-14
44 SHS SCHLUMBERGER LTD   2012-02-03 2013-05-14
176 SHS STARZ LIBERTY CAPITAL SER A   2013-03-05 2013-05-14
75 SHS TOYOTA MOTOR CORP SPON ADR   2011-06-14 2013-05-14
97 SHS JOHNSON & JOHNSON   2013-01-15 2013-05-14
114 SHS BAKER HUGHES INC   2008-08-06 2013-05-14
12 SHS GOOGLE INC CL A   2013-03-27 2013-05-14
566 SHS RIVERBED TECHNOLOGY IN   2012-03-06 2013-05-14
69 SHS GOOGLE INC CL A   2008-10-08 2013-05-22
69 SHS GOOGLE INC CL A   2013-03-27 2013-05-22
3,490 SHS SOUTHWEST AIRLINES   2009-03-05 2013-05-22
285 SHS WATERS CORP   2011-09-13 2013-05-22
1,061 SHS RIVERBED TECHNOLOGY IN   2012-03-06 2013-05-22
69 SHS GOOGLE INC CL A   2013-02-13 2013-05-22
748 SHS RYANAIR HOLDINGS PLC ADR   2010-02-03 2013-05-28
748 SHS RYANAIR HOLDINGS PLC ADR   2010-02-02 2013-05-28
306 SHS TIFFANY & CO (NEW)   2012-05-29 2013-05-28
215 SHS MONSANTO CO   2010-04-20 2013-06-04
215 SHS MONSANTO CO   2011-03-15 2013-06-04
347 SHS AIR PRODS & CHEMS INC   2012-06-12 2013-06-18
149 SHS BIOGEN IDEC INC   2013-05-01 2013-06-18
620 SHS ALERE INC   2008-09-17 2013-07-03
620 SHS ALERE INC   2010-05-05 2013-07-03
290 SHS TOYOTA MOTOR CORP SPON ADR   2011-06-14 2013-07-03
457 SHS SPIRIT AIRLINES INC   2012-12-27 2013-07-09
614 SHS FORTINET INC   2013-05-28 2013-07-09
354 SHS UNIVERSAL HEALTH SERVICES CL B   2012-11-06 2013-07-09
918 SHS CHESAPEAKE ENERGY CORP   2012-05-01 2013-07-09
354 SHS PALL CORP   2013-04-03 2013-07-09
424 SHS SPIRIT AIRLINES INC   2012-12-27 2013-07-10
394 SHS NEWS CORP INC CL A   2011-07-27 2013-07-16
202 SHS JOHNSON & JOHNSON   2013-01-15 2013-07-23
.25 SHS NEWS CORP INC CL A   2011-07-27 2013-07-30
619 SHS ALERE INC   2008-09-17 2013-08-01
1,079 SHS AUTODESK INC   2008-11-19 2013-08-13
1,079 SHS AUTODESK INC   2009-03-05 2013-08-13
618 SHS PALL CORP   2013-04-03 2013-09-10
106 SHS BAKER HUGHES INC   2012-01-03 2013-09-10
117 SHS SCHLUMBERGER LTD   2012-02-03 2013-09-10
210 SHS EMC CORPORATION   2011-03-01 2013-09-10
117 SHS SCHLUMBERGER LTD   2012-12-18 2013-09-10
106 SHS BAKER HUGHES INC   2008-08-06 2013-09-10
319 SHS JUNIPER NETWORKS INC   2012-02-21 2013-09-10
143 SHS HESS CORPORATION   2012-02-07 2013-09-10
320 SHS TIME WARNER INC   2010-03-09 2013-09-10
618 SHS PALL CORP   2009-09-30 2013-09-10
367 SHS AMDOCS LTD   2012-05-15 2013-09-10
236 SHS DIRECTV   2013-03-05 2013-09-10
618 SHS PALL CORP   2012-06-05 2013-09-10
789 SHS VERIFONE HOLDINGS INC   2012-10-23 2013-09-10
216 SHS QUALCOMM INC   2013-03-27 2013-09-17
262 SHS MCGRAW HILL FINANCIAL INC   2012-12-11 2013-09-17
916 SHS ELECTRONIC ARTS INC   2012-01-17 2013-09-17
313 SHS VIACOM INC NEW CL B   2013-02-05 2013-09-17
363 SHS VIACOM INC NEW CL B   2013-02-05 2013-09-24
364 SHS THE WALT DISNEY CO   2008-11-18 2013-09-24
363 SHS VIACOM INC NEW CL B   2013-01-15 2013-09-24
146 SHS CATERPILLAR INC DEL   2013-05-07 2013-10-01
573 SHS HESS CORPORATION   2009-06-30 2013-10-08
1,037 SHS RIVERBED TECHNOLOGY IN   2012-03-06 2013-10-08
573 SHS HESS CORPORATION   2012-02-07 2013-10-08
1,037 SHS RIVERBED TECHNOLOGY IN   2012-04-24 2013-10-08
573 SHS HESS CORPORATION   2011-08-10 2013-10-08
467 SHS JOY GLOBAL INC   2012-10-09 2013-10-08
1,719 SHS MYRIAD GENETICS INC   2012-09-11 2013-10-22
1,719 SHS MYRIAD GENETICS INC   2013-06-04 2013-10-22
49 SHS AMAZON.COM INC   2011-08-15 2013-10-22
1,719 SHS MYRIAD GENETICS INC   2012-05-01 2013-10-22
43 SHS GOOGLE INC CL A   2008-10-08 2013-10-29
777 SHS FACEBOOK INC - A   2013-05-22 2013-11-01
400 SHS MCGRAW HILL FINANCIAL INC   2012-12-11 2013-11-05
553 SHS XYLEM INC   2013-03-19 2013-11-12
4,629 SHS RIVERBED TECHNOLOGY IN   2012-04-24 2013-11-12
4,629 SHS RIVERBED TECHNOLOGY IN   2012-12-18 2013-11-12
4,629 SHS RIVERBED TECHNOLOGY IN   2013-03-05 2013-11-12
11 SHS DUPONT FABROS TECHNOLOGY   2012-02-14 2013-11-27
2 SHS LINKEDIN CORP - A   2012-07-31 2013-11-27
15 SHS VIACOM INC NEW CL B   2012-10-23 2013-11-27
16 SHS DICKS SPORTING GOODS INC   2008-12-31 2013-11-27
5 SHS NEXSTAR BROADCASTING G   2013-10-01 2013-11-27
40 SHS DIRECTV   2011-11-23 2013-11-27
4 SHS DIGITAL RLTY TR INC COM   2012-02-14 2013-11-27
14 SHS THE WALT DISNEY CO   2008-11-18 2013-11-27
11 SHS FACEBOOK INC - A   2013-05-22 2013-11-27
14 SHS XYLEM INC   2013-03-19 2013-11-27
2 SHS AMAZON.COM INC   2011-08-15 2013-11-27
17 SHS HOMEAWAY INC   2013-02-19 2013-11-27
15 SHS WESTPORT INNOVATIONS INC   2013-01-03 2013-11-27
6 SHS TELEFLEX INC   2013-09-10 2013-11-27
14 SHS SINCLAIR BROADCAST GROUP A   2013-10-08 2013-11-27
28 SHS SPIRIT AIRLINES INC   2012-12-27 2013-11-27
23 SHS ENCANA CORP   2012-05-01 2013-11-27
26 SHS PETROLEO BRASILEIRO SA ADR   2012-07-31 2013-11-27
8 SHS TRIBUNE CO (NEW)   2013-10-15 2013-11-27
9 SHS MCGRAW HILL FINANCIAL INC   2012-12-11 2013-11-27
8 SHS RANGE RESOURCES CORP   2012-05-01 2013-11-27
20 SHS BJS RESTAURANTS INC   2013-02-26 2013-11-27
15 SHS VIACOM INC NEW CL B   2013-01-15 2013-11-27
2 SHS GOOGLE INC CL A   2008-10-08 2013-11-27
23 SHS TIME WARNER INC   2010-03-09 2013-11-27
24 SHS AMDOCS LTD   2012-05-15 2013-11-27
7 SHS EOG RESOURCES INC   2012-05-01 2013-11-27
40 SHS STARZ SER A   2013-03-05 2013-11-27
19 SHS MICROS SYSTEMS INC   2013-02-26 2013-11-27
18 SHS KRAFT FOODS GROUP INC   2013-01-22 2013-11-27
28 SHS VERIFONE HOLDINGS INC   2012-10-23 2013-11-27
40 SHS SKYWORKS SOLUTIONS INC   2013-07-03 2013-11-27
26 SHS MSCI INC   2013-05-14 2013-11-27
12 SHS BECTON DICKINSON & CO   2011-10-25 2013-11-27
21 SHS PALO ALTO NETWORKS INC   2013-10-15 2013-11-27
23 SHS REALOGY HOLDINGS CORP   2013-10-22 2013-11-27
23 SHS FASTENAL CO   2012-08-28 2013-11-27
34 SHS UNILEVER PLC SPONS ADR   2012-06-12 2013-11-27
17 SHS MONSANTO CO   2010-04-20 2013-11-27
13 SHS CATERPILLAR INC DEL   2013-05-07 2013-11-27
57 SHS QIAGEN NV   2011-03-01 2013-11-27
17 SHS LULULEMON ATHLETICA INC   2013-09-17 2013-11-27
67 SHS ELECTRONIC ARTS INC   2012-01-17 2013-11-27
21 SHS DAVITA HEALTHCARE PARTNERS   2013-11-19 2013-11-27
22 SHS JOY GLOBAL INC   2012-10-09 2013-11-27
94 SHS WEATHERFORD INTL LTD   2012-04-17 2013-11-27
43 SHS VOLCANO CORP   2011-08-02 2013-11-27
63 SHS PEABODY ENERGY CORP   2013-05-22 2013-11-27
22 SHS C H ROBINSON WORLDWIDE INC   2013-05-07 2013-11-27
66 SHS FORTINET INC   2013-10-01 2013-11-27
58 SHS GEN ELECTRIC   2013-10-08 2013-11-27
17 SHS F5 NETWORKS INC   2013-05-22 2013-11-27
21 SHS INGREDION INC   2013-11-19 2013-11-27
20 SHS JOHNSON & JOHNSON   2013-01-15 2013-11-27
21 SHS SCHLUMBERGER LTD   2012-12-18 2013-11-27
42 SHS CERNER CORP   2012-09-04 2013-11-27
53 SHS ALERE INC   2008-09-17 2013-11-27
4 SHS APPLE INC   2013-07-09 2013-11-27
40 SHS DIRECTV   2013-03-05 2013-11-27
57 SHS TWENTY-FIRST CENTURY FOX   2013-08-13 2013-11-27
37 SHS BAKER HUGHES INC   2012-01-03 2013-11-27
51 SHS COCA COLA CO   2013-10-01 2013-11-27
28 SHS YUM BRANDS INC   2013-07-09 2013-11-27
31 SHS NESTLE SA SPONS ADR   2013-09-10 2013-11-27
240 SHS ABEV SPONS ADR   2013-05-14 2013-11-27
173 SHS EMC CORPORATION   2012-12-18 2013-11-27
32 SHS QUALCOMM INC   2013-03-27 2013-11-27
42 SHS HESS CORPORATION   2009-06-30 2013-11-27
252 SHS ALCOA INC   2013-02-13 2013-11-27
25 SHS APACHE CORP   2012-05-01 2013-11-27
173 SHS EMC CORPORATION   2011-03-01 2013-11-27
104 SHS JUNIPER NETWORKS INC   2012-02-21 2013-11-27
49 SHS EBAY INC   2013-05-22 2013-11-27
46 SHS CAMERON INTL COPR   2013-01-22 2013-11-27
194 SHS CERNER CORP   2012-09-04 2013-12-03
607 SHS MICROS SYSTEMS INC   2013-02-26 2013-12-03
251 SHS AMDOCS LTD   2012-05-15 2013-12-10
369 SHS PALO ALTO NETWORKS INC   2013-10-15 2013-12-17
457 SHS ISHARES RUSSELL 3000 INDEX   2007-12-06 2013-12-24
37 SHS APPLE INC   2013-07-09 2013-12-26
Wash Sale Adjustments   2013-12-30 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 26,699   21,408 5,291
b 4,568   3,052 1,516
c 4,365   3,132 1,233
d 11,064   7,518 3,546
e 8,598   8,455 143
22,331   15,598 6,733
16,710   13,872 2,838
20,988   21,533 -545
26,522   24,586 1,936
13,853   10,513 3,340
1,006   823 183
7,796   6,086 1,710
26,802   18,851 7,951
46,730   34,707 12,023
98,592   51,864 46,728
2,141   1,636 505
6,033   3,025 3,008
10,043   8,404 1,639
24,386   23,662 724
55,435   38,691 16,744
44,852   56,013 -11,161
31,988   20,667 11,321
32,278   23,642 8,636
2,029   1,400 629
11,847   9,966 1,881
26,084   14,911 11,173
29,873   20,408 9,465
65,048   38,750 26,298
18,673   13,345 5,328
25,063   14,156 10,907
51,027   28,639 22,388
7,600   2,830 4,770
7,367   4,677 2,690
10,693   9,985 708
34,504   30,474 4,030
38,278   33,739 4,539
47,344   7,128 40,216
24,411   15,863 8,548
7,324   2,190 5,134
3,673   2,798 875
3,380   3,434 -54
3,957   3,457 500
9,288   6,046 3,242
8,412   7,019 1,393
5,312   9,084 -3,772
10,644   9,633 1,011
9,002   15,281 -6,279
13,564   5,139 8,425
12,659   11,239 1,420
49,969   17,796 32,173
28,027   21,663 6,364
16,955   28,645 -11,690
36,170   31,362 4,808
8,638   4,787 3,851
28,283   15,792 12,491
24,252   17,513 6,739
10,503   6,889 3,614
11,421   7,596 3,825
33,388   27,620 5,768
30,998   32,261 -1,263
6,815   8,656 -1,841
8,222   13,162 -4,940
35,844   23,379 12,465
14,650   8,063 6,587
11,413   11,503 -90
23,339   15,438 7,901
19,355   18,355 1,000
24,509   23,732 777
13,565   7,480 6,085
5,865   3,008 2,857
18,618   14,617 4,001
4   2 2
21,153   19,068 2,085
10,917   5,835 5,082
28,480   9,321 19,159
148   134 14
1,605   1,640 -35
3,117   2,810 307
5,657   5,626 31
7,014   5,748 1,266
3,711   5,897 -2,186
6,721   7,570 -849
11,029   8,790 2,239
20,108   9,812 10,296
22,131   9,836 12,295
13,745   11,133 2,612
14,344   11,587 2,757
23,311   17,243 6,068
18,186   24,336 -6,150
14,975   14,381 594
16,875   14,812 2,063
25,091   16,358 8,733
26,041   18,604 7,437
2,841   2,021 820
23,586   7,314 16,272
27,492   19,047 8,445
12,251   13,039 -788
237   159 78
4,076   7,559 -3,483
15,376   11,986 3,390
11,021   14,726 -3,705
29,569   20,452 9,117
23,563   26,983 -3,420
1,948   2,161 -213
6,136   7,934 -1,798
16,281   9,907 6,374
33,771   36,538 -2,767
44,402   14,732 29,670
38,639   20,062 18,577
28,447   22,614 5,833
18,635   15,932 2,703
20,388   22,780 -2,392
24,862   27,501 -2,639
35,343   30,539 4,804
261   203 58
448   204 244
319   216 103
903   217 686
249   225 24
330   229 101
188   278 -90
991   281 710
506   284 222
486   403 83
771   404 367
612   427 185
318   447 -129
593   467 126
455   469 -14
1,267   494 773
440   496 -56
432   498 -66
585   500 85
666   509 157
621   542 79
592   610 -18
878   637 241
2,129   685 1,444
1,521   705 816
968   728 240
1,183   781 402
1,112   786 326
1,018   826 192
959   847 112
720   864 -144
1,053   872 181
1,161   894 267
1,312   934 378
1,047   952 95
1,096   973 123
1,063   1,023 40
1,367   1,090 277
1,933   1,137 796
1,102   1,161 -59
1,334   1,177 157
1,173   1,193 -20
1,489   1,197 292
1,262   1,227 35
1,227   1,271 -44
1,475   1,288 187
960   1,320 -360
1,142   1,354 -212
1,291   1,357 -66
1,284   1,377 -93
1,553   1,386 167
1,382   1,426 -44
1,462   1,433 29
1,895   1,447 448
1,863   1,490 373
2,411   1,526 885
1,736   1,633 103
2,174   1,693 481
2,309   1,718 591
1,898   1,860 38
2,104   1,897 207
2,047   1,940 107
2,164   2,043 121
2,265   2,044 221
1,798   2,082 -284
1,923   2,091 -168
2,340   2,131 209
3,465   2,222 1,243
2,442   2,301 141
2,322   2,446 -124
2,184   2,465 -281
2,102   2,468 -366
2,427   2,722 -295
2,534   2,745 -211
11,135   7,051 4,084
32,774   26,379 6,395
10,136   7,614 2,522
20,162   16,734 3,428
50,132   39,304 10,828
20,994   15,656 5,338
1,215     1,215
2,374     2,374
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       5,291
b       1,516
c       1,233
d       3,546
e       143
      6,733
      2,838
      -545
      1,936
      3,340
      183
      1,710
      7,951
      12,023
      46,728
      505
      3,008
      1,639
      724
      16,744
      -11,161
      11,321
      8,636
      629
      1,881
      11,173
      9,465
      26,298
      5,328
      10,907
      22,388
      4,770
      2,690
      708
      4,030
      4,539
      40,216
      8,548
      5,134
      875
      -54
      500
      3,242
      1,393
      -3,772
      1,011
      -6,279
      8,425
      1,420
      32,173
      6,364
      -11,690
      4,808
      3,851
      12,491
      6,739
      3,614
      3,825
      5,768
      -1,263
      -1,841
      -4,940
      12,465
      6,587
      -90
      7,901
      1,000
      777
      6,085
      2,857
      4,001
      2
      2,085
      5,082
      19,159
      14
      -35
      307
      31
      1,266
      -2,186
      -849
      2,239
      10,296
      12,295
      2,612
      2,757
      6,068
      -6,150
      594
      2,063
      8,733
      7,437
      820
      16,272
      8,445
      -788
      78
      -3,483
      3,390
      -3,705
      9,117
      -3,420
      -213
      -1,798
      6,374
      -2,767
      29,670
      18,577
      5,833
      2,703
      -2,392
      -2,639
      4,804
      58
      244
      103
      686
      24
      101
      -90
      710
      222
      83
      367
      185
      -129
      126
      -14
      773
      -56
      -66
      85
      157
      79
      -18
      241
      1,444
      816
      240
      402
      326
      192
      112
      -144
      181
      267
      378
      95
      123
      40
      277
      796
      -59
      157
      -20
      292
      35
      -44
      187
      -360
      -212
      -66
      -93
      167
      -44
      29
      448
      373
      885
      103
      481
      591
      38
      207
      107
      121
      221
      -284
      -168
      209
      1,243
      141
      -124
      -281
      -366
      -295
      -211
      4,084
      6,395
      2,522
      3,428
      10,828
      5,338
      1,215
      2,374
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 2 600,695
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 218,498 4,717,031 0.046321
2011 304,922 5,049,049 0.060392
2010 302,975 4,900,105 0.061830
2009 245,418 4,299,093 0.057086
2008 297,156 4,573,659 0.064971
2 Total of line 1, column (d) ...................... 2 0.290600
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 0.058120
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,366,155
5 Multiply line 4 by line 3....................... 5 311,881
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,184
7 Add lines 5 and 6......................... 7 318,065
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,206,180
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 6,184
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 6,184
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 6,184
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 6,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 6,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,600
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 6,416
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,416 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 ofbulletMARLOWE D HOLSTRUM TRUSTEE Telephone no.bullet (815) 316-0035
    Located atbulletPO BOX 7327ROCKFORDIL ZIP+4bullet611267327
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    BRUCE T ATWOOD TRUSTEE
    1.00
    0 0 0
    PO BOX 7327
    ROCKFORD,IL61126
    DIANE P ATWOOD TRUSTEE
    1.00
    0 0 0
    PO BOX 7327
    ROCKFORD,IL61126
    SETH L ATWOOD TRUSTEE
    1.00
    0 0 0
    PO BOX 7327
    ROCKFORD,IL61126
    MARLOWE D HOLSTRUM TRUSTEE
    1.00
    0 0 0
    PO BOX 7327
    ROCKFORD,IL61126
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    268,308
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,184
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,184
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    262,124
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    262,124
    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
    262,124
    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 7 262,124
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 27,094
    c From 2010....... 60,520
    d From 2011....... 55,640
    e From 2012.......  
    fTotal of lines 3a through e......... 143,254
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,206,180
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 262,124
    e Remaining amount distributed out of corpus 1,944,056
    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 2,087,310
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    2,087,310
    10 Analysis of line 9:
    a Excess from 2009.... 27,094
    b Excess from 2010.... 60,520
    c Excess from 2011.... 55,640
    d Excess from 2012....  
    e Excess from 2013.... 1,944,056
    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
    YMCA OF ROCK RIVER VALLEY
    200 Y BLVD
    ROCKFORD,IL61107
      PC UNRESTRICTED 500
    WESLEY WILLOWS
    4151 N ROCKTON AVENUE
    ROCKFORD,IL61103
      PC UNRESTRICTED 1,000
    KEITH COUNTRY DAY SCHOOL
    1 JACOBY PLACE
    ROCKFORD,IL61107
      PC UNRESTRICTED 25,000
    ROCKFORD PUBLIC SCHOOLS DISTRICT 205
    501 S 7TH STREET
    ROCKFORD,IL61104
      PC UNRESTRICTED 5,000
    BARBARA OLSON CENTER OF HOPE
    3206 N CENTRAL AVENUE
    ROCKFORD,IL61101
      PC UNRESTRICTED 10,000
    NORTHWEST COMMUNITY CENTER
    1325 N JOHNSTON AVENUE
    ROCKFORD,IL61101
      PC UNRESTRICTED 5,000
    NORTHWEST FIRE PROTECTION DISTRICT
    3222 N CENTRAL AVENUE
    ROCKFORD,IL61101
      PC UNRESTRICTED 10,000
    HABITAT FOR HUMANITY
    5183 HARLEM ROAD
    ROCKFORD,IL61101
      PC UNRESTRICTED 10,000
    ROCKFORD PARK DISTRICT FOUNDATION
    401 S MAIN STREET
    ROCKFORD,IL61101
      PC ATWOOD EDUCATION CENTER AT ATWOOD PARK 25,000
    THE UNIVERSITY OF CHICAGO
    5841 S MARYLAND AVE
    CHICAGO,IL60637
      PC MEDICAL CENTER 2,647
    KEITH COUNTRY DAY SCHOOL
    1 JACOBY PLACE
    ROCKFORD,IL61107
      PC UNRESTRICTED 41,000
    ROCKFORD PARK DISTRICT FOUNDATION
    401 S MAIN STREET
    ROCKFORD,IL61101
      PC ALPINE HILL PROJECT 25,000
    UNITED FOR YOUTH
    2820 MCFARLAND ROAD
    ROCKFORD,IL61107
      PC NEW PROGRAM CENTER 5,000
    ROCKFORD UNIVERSITY
    5050 E STATE STREET
    ROCKFORD,IL61108
      PC J.T. & S.B. ATWOOD 5,000
    SHELTER CARE MINISTRIES
    412 N CHURCH STREET
    ROCKFORD,IL61103
      PC UNRESTRICTED 2,000
    THE HOWARD CENTER
    934 N MAIN STREET
    ROCKFORD,IL61103
      PC UNRESTRICTED 2,000
    THE UNIVERSITY OF CHICAGO MEDICAL CENTER
    5841 S MARYLAND AVE
    CHICAGO,IL60637
      PC CONTRIBUTED A DIVERSIFIED PORTFOLIO OF PUBLICLY LISTED SECURITIES TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER 2,000,212
    Total .................................bullet 3a 2,174,359
    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 61,293  
    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 .............
        18 600,695  
    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).. 0 661,988 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13661,988
    (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 GeneralExplanationAttachment
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Identifier Return Reference Explanation
    SECURITY CONTRIBUTIONS 990-PF LINE 25 THE FOUNDATION CONTRIBUTED A DIVERSIFIED PORTFOLIO OF PUBLICLY LISTED SECURITIES TO THE UNIVERSITY OF CHICAGO MEDICAL CENTER ON NOVEMBER 25, 2013. ALL OF THE SECURITIES HAVE BEEN HELD FOR MORE THAN 1 YEAR.TOTAL MARKET VALUE OF SECURITY CONTRIBUTIONS: $2,000,212TOTAL COST OF SECURITY CONTRIBUTIONS: $1,437,219

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 3,324,389 4,180,270

    TY 2013 LegalFeesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DRINKER BIDDLE & REATH LLP 16,746 0   16,746


    TY 2013 OtherDecreasesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Description Amount
    RETURN OF CAPITAL BASIS ADJUSTMENTS FOR PRIOR YEAR DIVS 378


    TY 2013 OtherExpensesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU 15 0   15


    TY 2013 OtherIncreasesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Description Amount
    NON-TAXABLE GAIN ON SECURITY CONTRIBUTION 562,993
    DIV TAXED IN 2012 REC'D 2013 2,129


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PITCAIRN TRUST COMPANY 47,140 42,426   4,714


    TY 2013 TaxesSchedule
    Name:
    ATWOOD FOUNDATION
    EIN: 36-6108602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,156 1,156   0
    FEDERAL EXCISE TAX 10,346 0   10,346