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
LESTER & FRANCES JOHNSON FOUNDATION INC
C/O ROBERT ANDERSON

Number and street (or P.O. box number if mail is not delivered to street address)701 DEMING WAY NO 100   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53717
A Employer identification number

39-1988285
B Telephone number (see instructions)

(608) 827-6400
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$8,517,479J 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...... 210,194 210,194  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 983,376
b Gross sales price for all assets on line 6a 9,852,874
7 Capital gain net income (from Part IV, line 2)... 983,376
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)....... Click to see attachment 12,674 12,674 12,674
12 Total. Add lines 1 through 11........ 1,206,244 1,206,244 12,674
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,430 0 0 2,430
b Accounting fees (attach schedule)....... Click to see attachment 3,600 100 0 3,500
c Other professional fees (attach schedule).... Click to see attachment 49,106 49,106 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 18,574 18,574 0 0
19 Depreciation (attach schedule) and depletion... 445 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 207,919 206,611 0 1,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 282,074 274,391 0 7,238
25 Contributions, gifts, grants paid........ 643,200 643,200
26 Total expenses and disbursements. Add lines 24 and 25 925,274 274,391 0 650,438
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 280,970
b Net investment income (if negative, enter -0-) 931,853
c Adjusted net income (if negative, enter -0-)... 12,674
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...............   10,000 10,000
2 Savings and temporary cash investments.......... 1,429,630 2,124,331 2,124,331
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) 1,211,215 Click to see attachment1,055,611 1,099,470
b Investments—corporate stock (attach schedule)........ 5,543,315 Click to see attachment5,513,357 5,283,678
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) 8,184,160 8,703,299 8,517,479
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment378
23 Total liabilities (add lines 17 through 22).......... 0 378
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......... 10,569,206 10,569,206
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -2,385,046 -1,866,285
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,184,160 8,702,921
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,184,160 8,703,299
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 8,184,160
2 Enter amount from Part I, line 27a..................... 2 280,970
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 239,230
4 Add lines 1, 2, and 3.......................... 4 8,704,360
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,439
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,702,921
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 ACCESS MID P   2013-06-06
b ALLIANCE R P 2012-10-22 2013-01-15
c ALLSCRIPTS P 2012-02-21 2013-04-24
d ALON USA P P 2013-04-25 2013-06-20
e ALPS ETF T P 2010-11-08 2013-06-06
AMERICAN R P   2013-10-28
ATLAS PIPE P   2013-02-28
AVG TECHNO P 2013-09-18 2013-09-23
BOARDWALK P   2013-05-13
BORALEX IN P 2006-10-31 2013-12-17
BP PRUDHOE P 2013-01-09 2013-02-20
BROWN FORM P 2012-11-28 2013-01-10
BUCKEYE PA P   2013-02-14
BUCKLE INC P 2012-11-21 2013-01-10
CALUMET SP P   2013-03-05
CAMERON IN P 2013-02-05 2013-06-20
CHICAGO BR P 2013-05-21 2013-06-06
CHICAGO RI P 2013-02-07 2013-05-01
CLEAN ENER P 2012-03-07 2013-04-24
COMMUNITY P 2013-10-03 2013-12-03
CRESTWOOD P 2011-04-01 2013-08-13
CRESTWOOD P 2013-06-24 2013-06-24
CVR REFNG P   2013-05-01
DCP MIDSTR P   2013-02-07
DIREXION S P 2013-10-10 2013-10-11
EGAIN CORP P 2013-09-24 2013-10-02
EL PASO PI P   2013-02-07
ENBRIDGE E P   2013-02-07
ENBRIDGE I P 2005-02-23 2013-07-30
ENERGY TRA P   2013-02-07
ENLINK MID P   2013-02-07
ENTERPRISE P   2013-02-07
EQT CORP C P 2013-09-09 2013-09-17
EQT MIDSTR P 2013-09-18 2013-11-05
EVERCORE P P 2013-09-24 2013-10-02
EXTERRAN P P   2013-02-07
FEDL HOME P   2013-11-20
FEDL NATL P   2013-06-30
FORD MTR C P   2013-02-04
FORD MTR C P   2013-06-06
FUEL SYS S P 2012-03-22 2013-04-24
GENERAC HL P 2013-09-09 2013-09-17
GENERAL EL P 2013-02-13 2013-06-20
GENERAL MO P   2013-12-03
GENESIS EN P   2013-05-01
GOVT NATL P   2013-01-15
HALLIBURTO P 2013-02-05 2013-02-20
HCA HLDGS P 2013-10-03 2013-12-03
HEALTH MGM P 2013-01-25 2013-02-13
HEINZ H J P 2009-07-16 2013-06-10
HERTZ GLOB P 2013-01-28 2013-03-25
HOLLY ENER P   2013-05-30
JOY GLOBAL P   2013-01-18
KINDER MOR P   2013-11-10
KINDER MOR P   2013-11-11
KNIGHT TRA P 2012-11-28 2013-01-10
LEAPFROG E P 2013-01-15 2013-05-23
LINN ENERG P   2013-09-12
LIQUIDITY P   2013-09-12
LITHIA MOT P   2013-10-02
MAGELLAN M P   2013-02-07
MANITOWOC P   2013-06-12
MARKWEST E P   2013-02-07
MARTIN MID P   2013-11-05
MCCORMICK P 2013-01-29 2013-05-31
MOSAIC CO P 2013-08-01 2013-09-17
MYLAN INC P 2013-09-16 2013-09-23
NATURAL RE P   2013-01-16
NAVISTAR I P 2012-04-11 2013-01-23
NIKE INC C P   2013-01-28
NORTHERN T P 2013-01-25 2013-02-25
NUSTAR ENE P   2013-06-06
OCWEN FINL P 2013-09-24 2013-10-02
ONEOK PART P   2013-02-07
PBF ENERGY P   2013-03-05
PENSKE AUT P 2013-09-09 2013-09-23
PHILLIPS 6 P 2013-09-09 2013-09-23
PLAINS ALL P 2012-10-15 2013-05-30
PLUM CREEK P   2013-01-28
PORTFOLIO P   2013-10-02
POTASH COR P 2013-08-01 2013-09-17
PROSHARES P 2013-10-10 2013-10-11
PROTO LABS P 2012-12-19 2013-01-23
PULTEGROUP P 2013-09-09 2013-09-19
PVR PARTNE P   2013-01-10
QR ENERGY P   2013-06-06
QUALITY SY P 2012-08-08 2013-03-22
REGENCY EN P   2013-06-06
RENTECH NI P 2013-02-22 2013-03-04
RYDER SYST P 2013-05-21 2013-06-06
SANCHEZ EN P 2013-09-16 2013-09-24
SANDRIDGE P 2011-04-20 2013-04-16
STARWOOD H P 2013-08-01 2013-10-24
STATOIL AS P 2012-08-07 2013-01-10
T C PIPELI P 2013-01-24 2013-02-20
T ROWE PRI P 2013-02-05 2013-02-20
TELEPHONE P 2012-04-11 2013-01-07
TENET HEAL P 2013-01-25 2013-03-22
TESORO LOG P   2013-05-01
TOLL BROS P 2013-09-09 2013-09-19
U S SILICA P   2013-01-10
UBS AG JER P   2013-01-23
UNITEDHEAL P 2013-02-05 2013-04-15
UNIVERSAL P 2013-10-03 2013-10-21
USA COMPRE P   2013-02-20
VALERO ENE P 2013-02-19 2013-06-12
VANGUARD G P   2013-06-20
VERIZON CO P   2013-02-25
WESTERN GA P 2011-03-30 2013-09-04
WESTPORT I P   2013-06-20
WEYERHAEUS P 2012-02-23 2013-06-20
WILLIAMS P P 2013-09-18 2013-10-02
ZIONS CAP P 2007-03-22 2013-05-03
PARTNERSHIP ST GAINS & LOSSES P   2013-12-31
PARTNERSHIP LT GAINS & LOSSES P   2013-12-31
AJE 27/51 P 2012-01-01 2013-12-31
(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 127,861   112,507 15,354
b 63,359   53,570 9,789
c 26,058   40,386 -14,328
d 24,510   23,577 933
e 33,989   30,506 3,483
84,441   88,601 -4,160
69,452   49,968 19,484
25,416   25,500 -84
153,941   109,622 44,319
10,191     10,191
79,798   77,986 1,812
62,826   69,412 -6,586
571,818   514,732 57,086
43,946   50,410 -6,464
226,597   218,835 7,762
61,690   66,329 -4,639
60,254   64,160 -3,906
24,009   21,390 2,619
24,996   40,425 -15,429
40,894   44,177 -3,283
4,211   6,436 -2,225
    2 -2
109,076   109,087 -11
88,998   88,582 416
71,858   70,393 1,465
15,143   14,500 643
202,357   130,429 71,928
87,861   47,010 40,851
11,804   5,493 6,311
236,159   210,143 26,016
123,202   101,269 21,933
228,419   70,297 158,122
89,559   86,381 3,178
51,449   49,480 1,969
48,627   49,803 -1,176
308,024   306,639 1,385
10,082   10,753 -671
2,352   2,542 -190
180,903   171,444 9,459
50,000   51,157 -1,157
14,465   27,235 -12,770
41,311   39,950 1,361
23,213   23,577 -364
76,125   72,387 3,738
192,514   186,112 6,402
289,713   316,938 -27,225
42,263   41,046 1,217
46,713   46,725 -12
10,433   10,416 17
    7,477 -7,477
20,983   18,799 2,184
251,673   210,138 41,535
133,824   121,256 12,568
236,988   217,006 19,982
566,466   353,442 213,024
15,208   15,477 -269
18,290   19,711 -1,421
52,175   48,424 3,751
74,441   84,682 -10,241
143,135   140,411 2,724
99,006   65,445 33,561
37,474   39,633 -2,159
110,102   106,037 4,065
138,048   132,617 5,431
6,906   6,225 681
44,743   42,030 2,713
37,953   39,228 -1,275
42,486   38,105 4,381
22,954   36,784 -13,830
122,014   119,397 2,617
179,653   151,974 27,679
249,985   238,209 11,776
55,013   57,636 -2,623
174,265   99,038 75,227
82,284   78,589 3,695
41,929   41,775 154
30,409   30,861 -452
55,623   32,994 22,629
94,342   90,425 3,917
121,225   118,748 2,477
32,293   29,666 2,627
71,297   70,176 1,121
43,576   38,228 5,348
17,560   16,817 743
52,899   25,678 27,221
82,386   87,635 -5,249
18,124   18,016 108
202,226   173,995 28,231
39,517   37,574 1,943
60,472   64,445 -3,973
26,331   24,449 1,882
14,509   38,517 -24,008
72,746   68,499 4,247
25,546   25,448 98
90,645   93,101 -2,456
73,319   72,609 710
23,483   23,089 394
45,255   39,187 6,068
181,822   140,131 41,691
33,817   32,086 1,731
82,347   79,128 3,219
89,804   91,007 -1,203
61,771   57,610 4,161
80,099   77,551 2,548
61,590   55,259 6,331
37,974   43,982 -6,008
48,372   51,110 -2,738
93,532   89,027 4,505
22,738   7,753 14,985
86,082   104,133 -18,051
28,953   29,321 -368
148,702   140,636 8,066
70,000   72,229 -2,229
29   29 0
581   456 125
    29 -29
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       15,354
b       9,789
c       -14,328
d       933
e       3,483
      -4,160
      19,484
      -84
      44,319
      10,191
      1,812
      -6,586
      57,086
      -6,464
      7,762
      -4,639
      -3,906
      2,619
      -15,429
      -3,283
      -2,225
      -2
      -11
      416
      1,465
      643
      71,928
      40,851
      6,311
      26,016
      21,933
      158,122
      3,178
      1,969
      -1,176
      1,385
      -671
      -190
      9,459
      -1,157
      -12,770
      1,361
      -364
      3,738
      6,402
      -27,225
      1,217
      -12
      17
      -7,477
      2,184
      41,535
      12,568
      19,982
      213,024
      -269
      -1,421
      3,751
      -10,241
      2,724
      33,561
      -2,159
      4,065
      5,431
      681
      2,713
      -1,275
      4,381
      -13,830
      2,617
      27,679
      11,776
      -2,623
      75,227
      3,695
      154
      -452
      22,629
      3,917
      2,477
      2,627
      1,121
      5,348
      743
      27,221
      -5,249
      108
      28,231
      1,943
      -3,973
      1,882
      -24,008
      4,247
      98
      -2,456
      710
      394
      6,068
      41,691
      1,731
      3,219
      -1,203
      4,161
      2,548
      6,331
      -6,008
      -2,738
      4,505
      14,985
      -18,051
      -368
      8,066
      -2,229
      0
      125
      -29
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 2 983,376
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 3 586,207
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 655,682 9,140,281 0.071735
2011 1,029,367 9,829,498 0.104722
2010 915,104 9,788,945 0.093483
2009 816,717 9,020,012 0.090545
2008 685,297 10,915,868 0.062780
2 Total of line 1, column (d) ...................... 2 0.423265
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 0.084653
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,840,010
5 Multiply line 4 by line 3....................... 5 748,333
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,319
7 Add lines 5 and 6......................... 7 757,652
8 Enter qualifying distributions from Part XII, line 4.............. 8 650,438
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 18,637
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 18,637
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 18,637
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 9,672
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 9,672
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 8,965
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    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 ofbulletROBERT ANDERSON Telephone no.bullet (608) 827-6400
    Located atbullet701 DEMING WAY SUITE 100MADISONWI ZIP+4bullet53717
    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
    MICHAEL R HEALD DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    GRAHAM L JOHNSON PRESIDENT
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    ROBERT W ANDERSON VICE-PRESIDENT
    1.00     		0 0 0
    701 DEMING WAY SUITE 100
    MADISON,WI53717
    AUBREY R FOWLER SECRETARY
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    LAURIE A ANDERSON TREASURER
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    MEGAN C WESTRUM DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    ERIK S JOHNSON DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    KYLE P JOHNSON DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    COURTNEY JOHNSON DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    MICHAEL R ANDERSON DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    RANDALL J ANDERSON DIRECTOR
    1.00     		0 0 0
    C/O ROBERT ANDERSON 701 DEMING WAY
    SUITE 100
    MADISON,WI53717
    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
    442,001
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    18,637
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,637
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    423,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    423,364
    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
    423,364
    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 7 423,364
    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....... 366,753
    c From 2010....... 433,737
    d From 2011....... 541,208
    e From 2012....... 208,340
    fTotal of lines 3a through e......... 1,550,038
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 650,438
    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..... 423,364
    e Remaining amount distributed out of corpus 227,074
    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 1,777,112
    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 ......     		1,777,112
    10 Analysis of line 9:
    a Excess from 2009.... 366,753
    b Excess from 2010.... 433,737
    c Excess from 2011.... 541,208
    d Excess from 2012.... 208,340
    e Excess from 2013.... 227,074
    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
    100 CLUB OF ARIZONA
    5033 NORTH 19TH AVE STE 123
    PHOENIX,AZ85015     		NONE PUBLIC CHARITY SURVIVORS FUND 5,000
    3 FIRES COUNCIL BOY SCOUTS OF AMERICA
    415 NORTH 2ND STREET
    ST CHARLES,IL60174     		NONE PUBLIC CHARITY GENERAL OPERATIONS 55,000
    360 YOUTH SERVICES
    1305 W OSWEGO RD
    NAPERVILLE,IL60540     		NONE PUBLIC CHARITY GREATEST NEED 5,000
    ALLEN J LYNCH MEDAL OF HONOR FOUNDATION
    5250 GRAND AVE STE 2 14 PMB 415
    GURNEE,IL60031     		NONE PUBLIC CHARITY GREATEST NEED 24,000
    AMERICAN HEART FOUNDATION
    2850 WORLD DAIRY DR
    MADISON,WI53718     		NONE PUBLIC CHARITY SPONSOR PARTICIPANT IN HEART WALK IN HONOR OF JOE DOLL 500
    AMERICARES FOUNDATION
    88 HAMILTON AVENUE
    STAMFORD,CT069023111     		NONE PUBLIC CHARITY SYRIAN REFUGE CAMP IN JORDAN 5,000
    BIG BROTHERS AND BIG SISTERS OF DANE COUNTY
    2059 ATWOOD AVENUE 2
    MADISON,WI53704     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    BOY SCOUT TROOP 21
    29W370 HELEN AVE
    WEST CHICAGO,IL60185     		NONE PUBLIC CHARITY GENERAL OPERATIONS & SUPPORT FOR SCOUT DUES 200
    BREAST CANCER RECOVERY FOUNDATION
    2800 ROYAL AVE STE 306
    MADISON,WI53713     		NONE PUBLIC CHARITY GREATEST NEED 10,000
    CHRISTMAS SHOP WITH HEROES & HELPERS
    106 W ANNIE DRIVE
    MUNCIE,IN47303     		NONE PUBLIC CHARITY GREATEST NEED 5,000
    CIVIL AIR PATROL
    WI-153 PO BOX 46247
    MADISON,WI53744     		NONE PUBLIC CHARITY GREATEST NEED 5,000
    COMBAT BLINDNESS FOUNDATION
    P O BOX 5332
    MADISON,WI53705     		NONE PUBLIC CHARITY GENERAL OPERATIONS & MATCHING GRANT 15,000
    DODGEVILLE SCHOOL DISTRICT
    307 N IOWA ST
    DODGEVILLE,WI53533     		NONE SCHOOL GENERAL OPERATIONS - M HEALD SCHOLARSHIP C/O DODGEVILLE SCHOOLS 10,000
    DOMESTIC ABUSE INTERVENTION SERVICES
    PO BOX 1761
    MADISON,WI53701     		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 5,000
    EASTERN ILLINOIS FOOD BANK
    2405 NORTH SHORE DIVE
    URBANA,IL61802     		NONE PUBLIC CHARITY GREATEST NEED 5,000
    EDGEWOOD COLLEGE - CUTTING EDGE PROGRAM
    100 EDGEWOOD COLLEGE DRIVE
    MADISON,WI53711     		NONE PUBLIC CHARITY TUITION - CUTTING EDGE PROGRAM 12,500
    ELROY AREA FOOD PANTRY
    226 ERICKSON STREET
    ELROY,WI53929     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    FIRST UNITED METHODIST CHURCH
    207 GROVE AVENUE
    HAMPSHIRE,IL60140     		NONE CHURCH GENERAL OPERATIONS 11,000
    FRAXA RESEARCH FOUNDATION
    10 PRINCESS PLACE
    NEWBURYPORT,MA01950     		NONE PUBLIC CHARITY ONGOING RESEARCH 60,000
    HACKETT-HEMWALL FOUNDATION
    4606 SHORE ACRES ROAD
    MONONA,WI53716     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    KEVLAR FOR K9S
    1344 FRANKLIN ST
    DENVER,CO80218     		NONE PUBLIC CHARITY PROTECTIVE VESTS FOR DOGS 7,500
    KID IN DISTRESSED SITUATIONS
    112 W 34TH STREET SUITE 1133
    NEW YORK,NY10120     		NONE PUBLIC CHARITY WORK WITH HOMELESS 10,000
    MID-CONTINENT RAILROAD HISTORICAL SOCIETY
    E 8948 DIAMOND HILL ROAD
    NORTH FREEDOM,WI53951     		NONE PUBLIC CHARITY GREATEST NEED 10,000
    MIDDLETON OUTREACH MINISTRY
    3502 PARMENTER ST
    MIDDLETON,WI53562     		NONE PUBLIC CHARITY FOOD PANTRY AND GENERAL OPERATIONS 20,000
    MR THANKSGIVING
    3716 35TH STREET APT 3
    MOLINE,IL61265     		NONE PUBLIC CHARITY ASSISTANCE TO HOMELSS AND OTHERS IN NEED 5,000
    MT ZION UNITED METHODIST CHURCH
    21588 MT ZION ROAD
    BOSCOBEL,WI53805     		NONE CHURCH GREATEST NEED 1,500
    NAPERVILLE LOAVES & FISHES
    1871 HIGH GROVE LANE
    NAPERVILLE,IL60540     		NONE PUBLIC CHARITY GENERAL OPERATIONS & FOOD PANTRY & $25,000 FOR CHALLENGE GRANT 105,000
    NORTH TEXAS FOOD BANK
    4500 S COCKEREL HILL ROAD
    DALLAS,TX75236     		NONE PUBLIC CHARITY FOOD PANTRY 10,000
    NW DANE SENIOR SERVICES
    2133 CENTER STREET
    BLACK EARTH,WI53515     		NONE PUBLIC CHARITY GENERAL OPERATIONS & MEALS ON WHEELS 5,000
    OPERATION SUPPORT OUR TROOPS
    1807 S WASHINGTON ST SUITE 110
    NAPERVILLE,IL60565     		NONE PUBLIC CHARITY GENERAL OPERATIONS 40,000
    RAWHIDE BOYS RANCH
    E 7475 RAWHIDE ROAD
    NEW LONDON,WI54961     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    REGIONAL FOOD BANK OKLAHOMA
    PO BOX 270968
    OKLAHOMA CITY,OK73137     		NONE PUBLIC CHARITY FOOD PANTRY 20,000
    ST MARYS PARISH
    104 N OAKWOOD AVE
    WEST CHICAGO,IL60185     		NONE CHURCH PURCHASE AN ELECTRONIC DEFIBRILLATOR 1,500
    THE NORWEGIAN AMERICAN GENEOLOGICAL CENTER
    415 W MAIN STREET
    MADISON,WI53703     		NONE PUBLIC CHARITY MATCHING GRANT 5,000
    THE SALVATION ARMY
    615 SLATERS LANE P O BOX 269
    ALEXANDRIA,VA22313     		NONE PUBLIC CHARITY GENERAL OPERATION - DONATIONS MADE IN IA, IL, WI, AND MN 85,000
    TIMOTHY'S MINSTRY
    BOX 0421
    PROSPECT HEIGHTS,IL60070     		NONE PUBLIC CHARITY BENEFIT OF THE HOMELESS 24,000
    TURN AROUND TEEN (FRANCES MEMORIAL ACCT)
    6333 ODANA RD STE 1
    MADISON,WI53719     		NONE PUBLIC CHARITY GREATEST NEED 5,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53726     		NONE PUBLIC CHARITY 1/2 OF A 50% GRAD STUDENT RESEARCH 17,000
    UW FOUNDATION STROKE CAMP & STROKE RESEARCH FUND
    1848 UNIVERSITY AVE
    MADISON,WI53726     		NONE PUBLIC CHARITY $2500 STROKE CAMP & $2500 RESEARCH FUND 5,000
    WIS ACADEMY FOR GRADUATE SERVICE DOGS
    1338 DEWEY COURT
    MADISON,WI53703     		NONE PUBLIC CHARITY GREATEST NEED 7,500
    Total .................................bullet 3a 643,200
    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....     14 210,194  
    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.....     16 12,674  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 983,376  
    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 1,206,244 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,206,244
    (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:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ACCOUNTING FEES 100 100 0 0
    ACCOUNTING FEES 3,500 0 0 3,500

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALCOA INC ISIN #US0138171014 89,174 63,780
    ALLIANCE RESOURCE PARTNERS LP 0 0
    ALPS ETF ALERIAN MLP ETF 0 0
    ATLAS PIPELINE PARTNER LP UT 0 0
    BARCLAYS BANK PLC IPATH 39,532 2,638
    BOARDWALK PIPELINE PARTNERS LP 8,506 10,208
    BROADWIND ENERGY INC COM 73,243 7,552
    BUCKEYE PARTNERS LP UNIT LTD 197,830 213,030
    CINCINNATI BELL INC NEW 135,947 135,630
    CROSSTEX ENERGY LP COM UNITS 76,334 55,200
    CUSHING MLP TOTAL RETURN FD 161,689 152,380
    DNP SELECT INCOME FD INC 905,057 849,580
    EL PASO PIPELINE PARTNERS LP 105,237 111,600
    ENBRIDGE ENERGY PARTNERS LP 166,961 307,661
    ENBRIDGE INCOME FD HLDGS INC 102,882 209,090
    ENERGY TRANSFER PARTNERS LP UT 0 0
    ENTERPRISE PRODUCTS PPTNS LP 11,205 19,890
    EXTERRAN PARTNERS LP COM UNITS 144,461 151,150
    FORD MTR CO DEL COM 103,607 86,580
    FORD MTR CO DEL NT FIXED RATE 0 0
    ISHARES SILVER TR ISHARES 77,150 37,420
    KINDER MORGAN ENERGY PARTNERS 147,702 161,320
    MAGELLAN MIDSTREAM PARTNERS LP 0 0
    NATURAL RESOURCE PARTNERS LP 0 0
    NORDIC AMERICAN TANKERS LTD 54,718 19,400
    NUSTAR ENERGY LP UNIT 8,537 10,198
    ONEOK PARTNERS L P UNIT LTD 324,043 368,550
    PEMBINA PIPELINE CORPORATION 138,099 387,530
    PVR PARTNERS LP 0 0
    PETROBAKKEN ENERGY LTD COM NPV 0 0
    PLAINS ALL AMERICAN PIPELINE 105,790 103,540
    PROSPECT CAP CORP 86,946 56,100
    SANDRIDGE ENERGY INC COM 0 0
    STRATA OIL & GAS INC COM NPV 18,794 3,560
    UBS AG JERSEY BRH E TRACS LKD 0 0
    WILLIAMS PARTNERS LP COM UNIT 50,999 50,860
    ZIONS CAP TR B CAP SECS 8.00% 0 0
    A T & T INC COM 5,056 7,032
    DNP SELECT INCOME FD IND 0 0
    ZION CAP TR B CAP SECS 8.0% 0 0
    ALLIANT ENERGY CORP 10,555 20,640
    BOARDWALK PIPELINE PARTNERS LP 0 0
    CHURCH & DWIGHT INC 6,411 13,256
    CLOROX CO DEL 6,235 9,276
    COCA COLA CO 9,850 16,524
    DUKE ENERGY CORP NEW COM 9,776 13,802
    EL PASO PIPELINE PARTNERS LP 0 0
    ENERPLUS CORPORATION COM NPV 11,001 7,272
    ENTERPRISE PRODUCTS PPTNS LP 0 0
    HEINZ H J CO 0 0
    KELLOGG COMPANY 11,017 12,214
    KIMBERLY CLARK CORP 6,338 10,446
    FIRST TR ENERGY INCOME & GROWTH 8,225 12,912
    NUSTAR ENERGY LP UNIT 0 0
    PETROBAKKEN ENERGY LTD COM NPV 0 0
    PROCTOR & GAMBLE CO 12,347 16,282
    SOUTHERN CO 9,956 12,333
    TORTOISE ENERGY INFRASTRUCTURE 57,657 61,971
    WESTSHORE TERMINALS INVESTMENT 7,865 9,772
    CUSHING MLP TOTAL RETURN FD 0 0
    ENBRIDGE ENERGY PARTNERS LP 0 0
    ENBRIDGE INCOME FD HLDGS INC 0 0
    PEMBINA PIPELINE CORPORATION 0 0
    PETOBAKKEN ENERGY LTD COM NPV 127,929 0
    ZION CAP TR B CAP SECS 8.0% 0 0
    MCDONALDS CORP 8,887 9,703
    SUBURBAN PROPANE PARTNERS LP 0 1,501
    ENBRIDGE ENERGY PARTNERS 0 0
    BUCKEYE PARTNERS LP UNIT LTD 0 0
    JP MORGAN CHASE CAP XXIX GTD CA 26,093 27,408
    MERGE HEALTHCARE INC 19,093 6,728
    QUALITY SYSTEMS 79,501 63,180
    TELEPHONE HLDGS INC COM 0 0
    US SILICA HLDGS INC COM 0 0
    ALLSCRIPTS HEALTHCARE SOLUTION 0 0
    APPLE INC 125,424 112,204
    BROWN FORMAN CORP CL B NONVTG 0 0
    BUCKLE INC 0 0
    CLEAN ENERGY FUELS CORP 0 0
    DCP MIDSTREAM PARTNERS LP 0 0
    FUEL SYS SOLUTIONS INC COM 0 0
    HOLLY ENERGY PARTNERS LP COM 123,930 129,320
    JOY GLOBAL INC 0 0
    JP MORGAN CHASE & CO 26,097 25,320
    KNIGHT TRANSPORTATION INC 0 0
    LIQUIDITY SVCS INC COM 0 0
    MARKWEST ENERGY PARTNERS LP 0 0
    MERGE HEALTHCARE INC 0 0
    NAVISTAR INTL COPR 0 0
    PROTO LABS INC COM 0 0
    QR ENERGY LP UNIT LTD 0 0
    QUALITY SYSTEMS 0 0
    REGENCY ENERGY PARTNERS LP 11,885 13,130
    STATOIL ASA SPON ADR 0 0
    TEUCRIUM COMMODITY TRUST SOYBE 24,569 22,810
    US SILICA HLDGS INC COM 0 0
    WESTPORT INNOVATIONS 0 0
    MESABI TRUST CTF BEN INT 214,056 0
    PLUMB CREEK TIMBER CO 0 0
    VANGUARD GNMA INVESTOR CL 0 0
    CELLULAR DYNAMICS INTL INC 18,065 16,502
    BANK OF AMERICA 11,720 15,570
    C S X CORP 22,066 28,770
    DAKOTA PLAINS HLDGS INC 8,420 4,600
    GENERAL ELECTRIC 27,165 28,030
    GENERAL MOTORS 41,107 40,870
    INTELLI CHECK MOBILISA INC 12,484 1,500
    LIGHTSTREAM RESOURCES LTD 0 33,204
    MOLYCORP INC 32,464 12,230
    PBF ENERGY INC COM 117,368 94,380
    ROADRUNNER TRANSPORATION 29,606 26,950
    SOUTHWEST AIRLINES 15,296 18,840
    TENANT HEALTHCARE CORP COM 47,173 42,120
    TRANSOCEAN LIMITED COM 55,596 49,420
    WEIGHT WATCHERS INTL INC 58,685 32,930
    WELLS FARGO & CO NEW DEP SHS 20,419 19,572
    WENDYS COMPANY 14,805 17,440
    POTBELLY CORP COM 31,405 24,280
    CRESTWOOD MIDSTREAM 353 3,211
    CVR 202,786 147,030
    HI CRUSH 32,516 37,980
    NORTHERN TIER 218,387 152,520
    SUSSER PETROLEUM PARTNERS 60,549 66,200
    TARGA RESOURCES 3,015 20,920
    TC PIPELINES 48,045 48,430
    TEUCRIUM CORN FUND 61,141 61,160
    FIDUCIARY / CLAYMORE MLP 24,570 25,460
    VALERO/CST BRANDS 3,955 4,076

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    US Government Securities - End of Year Book Value:

    1,055,611
    US Government Securities - End of Year Fair Market Value:

    1,099,470
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 LegalFeesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL COSTS 2,430 0 0 2,430


    TY 2013 OtherDecreasesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Description Amount
    NON-DEDUCTIBLE EXPENSES 1,439


    TY 2013 OtherExpensesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,120 0 0 1,120
    DEPT OF FIN'L INST. FILING FEE 10 0 0 10
    MISCELLANEOUS - INVESTMENT 24,899 24,899 0 0
    SECTION 1231 LOSSES FROM PARTNERSHIP INTERESTS 4,475 4,475 0 0
    PUBLICLY TRADED PARTNERSHIP LOSSES 177,237 177,237 0 0
    PUBLICLY TRADED PARTNERSHIP CONTRIBUTIONS 178 0 0 178


    TY 2013 OtherIncomeSchedule2
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY TRUST PAYMENT 11,917 11,917 11,917
    PUBLICLY HELD PTP RENTAL INCOME 757 757 757


    TY 2013 OtherIncreasesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Description Amount
    COST BASIS ADJUSTMENT 239,230


    TY 2013 OtherLiabilitiesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Description Beginning of Year - Book Value End of Year - Book Value
    SUBURBAN PROPANE PARTNERS EQUITY 0 378


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT AND TRADING FEES 49,106 49,106 0 0


    TY 2013 TaxesSchedule
    Name:
    LESTER & FRANCES JOHNSON FOUNDATION INC
    C/O ROBERT ANDERSON
    EIN: 39-1988285
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 568 568 0 0
    EXCISE TAXES 18,006 18,006 0 0