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
Reynolds Family Foundation
 
% FOUNDATION SOURCE
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

38-3739715
B Telephone number (see instructions)

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$58,632,820J 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 2,044 2,044  
4 Dividends and interest from securities...... 1,040,909 1,040,909  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,324,036
b Gross sales price for all assets on line 6a 6,707,589
7 Capital gain net income (from Part IV, line 2)... 0
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 208,301 119,612  
12 Total. Add lines 1 through 11........ -72,782 1,162,565  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 66,622 66,622    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 33,157      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 284,447 201,322   82,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 384,226 267,944   82,648
25 Contributions, gifts, grants paid........ 2,582,200 2,582,200
26 Total expenses and disbursements. Add lines 24 and 25 2,966,426 267,944   2,664,848
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,039,208
b Net investment income (if negative, enter -0-) 894,621
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.......... 8,494,877 10,358,399 10,358,399
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) 4,402,187 Click to see attachment4,161,634 4,270,024
b Investments—corporate stock (attach schedule)........ 26,463,633 Click to see attachment20,808,556 28,418,648
c Investments—corporate bonds (attach schedule)........ 9,629,417 Click to see attachment10,145,863 10,000,653
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,105,061 Click to see attachment3,581,515 5,585,096
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) 52,095,175 49,055,967 58,632,820
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 52,095,175 49,055,967
30 Total net assets or fund balances (see page 17 of the
instructions).................... 52,095,175 49,055,967
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 52,095,175 49,055,967
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 52,095,175
2 Enter amount from Part I, line 27a..................... 2 -3,039,208
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 49,055,967
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 49,055,967
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain      
c DISTRIBUTION IN EXCESS OF BASIS      
d
e
(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 6,707,589   8,578,533 -1,870,944
b       527,034
c       13,750
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -1,870,944
b        
c        
d
e
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 -1,330,160
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 2,580,469 53,730,598 0.048026
2011 2,548,660 52,242,082 0.048786
2010 2,527,054 51,613,698 0.048961
2009 2,666,899 49,988,718 0.05335
2008 2,207,627 53,831,154 0.04101
2 Total of line 1, column (d) ...................... 2 0.240133
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 0.048027
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 56,502,020
5 Multiply line 4 by line 3....................... 5 2,713,623
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,946
7 Add lines 5 and 6......................... 7 2,722,569
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,664,848
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 17,892
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 17,892
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,892
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 32,619
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 32,619
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 14,727
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet14,727 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletFL
    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 addressbullet  
    14
    The books are in care ofbulletFOUNDATION SOURCE Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Alison L Baird Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Timothy D Friedman Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Donald F Mintmire Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Patricia R Mintmire Managing Trustee
    1.0     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Foundation Source Administrative 82,648
    55 Walls Drive 3rd fl
    Fairfield,CT06824
    Atlantic Trust Investment Mgt 66,622
    One South Wacker Dr Suite 3500
    CHICAGO,IL60606
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,825,101
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    17,892
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    14,466
    c
    Add lines 2a and 2b............................
    2c
    32,358
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,792,743
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,792,743
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,792,743
    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 2,792,743
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 2,611,758
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,664,848
    a Applied to 2012, but not more than line 2a 2,611,758
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 53,090
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		2,739,653
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 0
    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).)
    NONE
    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
    AIDS FOUNDATION OF CHICAGO
    200 W JACKSON BLVD STE 2200
    CHICAGO,IL60606     		N/A PC Spring Dinner 3,500
    AIDS FOUNDATION OF CHICAGO
    200 W JACKSON BLVD STE 2200
    CHICAGO,IL60606     		N/A PC Charitable Event 5,000
    AIDS FOUNDATION OF CHICAGO
    200 W JACKSON BLVD STE 2200
    CHICAGO,IL60606     		N/A PC Charitable Event 25,000
    AIDS PROJECT LOS ANGELES INC
    611 S KINGSLEY DR
    LOS ANGELES,CA90005     		N/A PC General & Unrestricted 500
    ALEXANDRIA HOUSE
    436 S ALEXANDRIA AVE
    LOS ANGELES,CA90020     		N/A PC General & Unrestricted 1,000
    ALEXS LEMONADE STAND FOUNDATION
    333 E LANCASTER AVE 414
    WYNNEWOOD,PA19096     		N/A PC General & Unrestricted 1,000
    ALLIANCE FOR CHILDRENS RIGHTS
    3333 WILSHIRE BLVD
    LOS ANGELES,CA90010     		N/A PC General & Unrestricted 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD ST 18TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 500
    AMERICANS UNITED FOR SEPARATION OF CHURCH & STATe
    1301 K ST NW STE 850E
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 E CHICAGO AVE BOX 4
    CHICAGO,IL60611     		N/A PC General & Unrestricted 2,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 E CHICAGO AVE BOX 4
    CHICAGO,IL60614     		N/A PC General & Unrestricted 10,000
    ANTI DEFAMATION LEAGUE FOUNDATION
    605 3RD AVE
    NEW YORK,NY10158     		N/A PC General & Unrestricted 10,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 2,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		N/A PC General & Unrestricted 5,000
    CALIFORNIA SCIENCE CENTER FOUNDATION
    700 EXPOSITION PARK DR
    LOS ANGELES,CA90037     		N/A PC General & Unrestricted 2,000
    CENTER FOR CHILD COUNSELING INC
    931 VILLAGE BLVD STE 905-370
    WEST PALM BEACH,FL33409     		N/A PC General & Unrestricted 15,000
    CENTRAL INSTITUTE FOR THE DEAF
    825 S TAYLOR AVE
    SAINT LOUIS,MO63110     		N/A PC General & Unrestricted 5,000
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD21403     		N/A PC General & Unrestricted 1,000
    CHICAGO ACADEMY OF SCIENCES- P NOTEBAERT museum
    2430 N CANON DR
    CHICAGO,IL60614     		N/A PC General & Unrestricted 1,000
    CHICAGO CHILD CARE SOCIETY
    5467 S UNIVERSITY AVE
    CHICAGO,IL60615     		N/A PC General & Unrestricted 2,500
    CHICAGO HIGH SCHOOL FOR THE ARTS
    521 E 35TH ST
    CHICAGO,IL60616     		N/A PC General & Unrestricted 5,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL60022     		N/A PC General & Unrestricted 7,500
    CHILDREN'S TUMOR FOUNDATION
    95 PINE ST 16TH FL
    NEW YORK,NY10005     		N/A PC General & Unrestricted 1,000
    CHILDRENS DEFENSE FUND
    25 E ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 5,000
    CHILDRENS HOME SOCIETY OF FLORIDA
    3333 FOREST HILL BLVD
    WEST PALM BEACH,FL33406     		N/A PC The Nelle Smith Home Program 2,500
    CHRISTOPHER HOUSE
    2507 N GREENVIEW AVE
    CHICAGO,IL60614     		N/A PC General & Unrestricted 12,500
    CLASSICAL SOUTH FLORIDA INC
    330 SW 2ND ST STE 207
    FORT LAUDERDALE,FL33312     		N/A PC Classical Florida 90.7 and Classical Florida 101.9 10,000
    COMMUNITY TELEVISION FOUNDATION OF S FLORIDA TELEV
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		N/A PC General & Unrestricted 10,000
    CROHNS & COLITIS FOUNDATION OF AMERICA
    733 3RD AVE STE 510
    NEW YORK,NY10017     		N/A PC General & Unrestricted 2,500
    DIAN FOSSEY GORILLA FUND
    800 CHEROKEE AVE
    ATLANTA,GA30315     		N/A PC General & Unrestricted 5,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    EASTER SEALS METROPOLITAN CHICAGO INC
    1939 W 13TH ST
    CHICAGO,IL60608     		N/A PC General & Unrestricted 10,000
    EDUCATORS FOR SOCIAL RESPONSIBILITY INCORPORATED
    23 GARDEN ST
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 50,000
    EQUALITY CALIFORNIA INSTITUTE
    8350 STA MON BLVD STE 200
    W HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 5,000
    EVANS SCHOLARS FOUNDATION
    1 BRIAR RD
    GOLF,IL60029     		N/A PC General & Unrestricted 2,500
    FAITH-HOPE-LOVE-CHARITY INC
    3175 S CONGRESS AVE STE 310
    PALM SPRINGS,FL33461     		N/A PC General & Unrestricted 100,000
    FIELD MUSEUM OF NATURAL HISTORY
    1400 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC General & Unrestricted 1,000
    FLORIDAS CHILDREN FIRST INC
    1801 UNIVERSITY DR
    CORAL SPRINGS,FL33071     		N/A PC General & Unrestricted 5,000
    FOLDS OF HONOR FOUNDATION
    5800 N PATRIOT DR
    OWASSO,OK74055     		N/A PC General & Unrestricted 1,000
    FOUNDCARE INC
    2330 S CONGRESS AVE
    WEST PALM BCH,FL33406     		N/A SO II General & Unrestricted 500
    FOUNDCARE INC
    2330 S CONGRESS AVE
    WEST PALM BCH,FL33406     		N/A SO II Comprehensive Aids Program 50,000
    FRANCIS W PARKER SCHOOL
    330 W WEBSTER AVE
    CHICAGO,IL60614     		N/A PC General & Unrestricted 113,500
    FRANCIS W PARKER SCHOOL
    330 W WEBSTER AVE
    CHICAGO,IL60614     		N/A PC Charitable Event 3,500
    FULCRUM POINT NEW MUSIC PROJECT
    30 E ADAMS ST STE 1201
    CHICAGO,IL60603     		N/A PC General & Unrestricted 5,000
    GARDEN SCHOOL FOUNDATION INC
    264 S LA CIENEGA BLVD ste 1039
    BEVERLY HILLS,CA90211     		N/A PC General & Unrestricted 5,000
    GARMENT WORKER CENTER
    1250 S LOS ANGELES ST STE 213
    LOS ANGELES,CA90015     		N/A PC General & Unrestricted 1,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		N/A PC General & Unrestricted 2,500
    GUMBO LIMBO NATURE CENTER INC
    1801 N OCEAN BLVD
    BOCA RATON,FL33432     		N/A PC General & Unrestricted 1,000
    H2O FOR LIFE
    1310 COUNTRY RD 96 STE 235
    ST PAUL,MN55110     		N/A PC Francis W. Parker Primary School Initiative 1,000
    HERMITAGE HILLS BAPTIST CHURCH
    3475 LEBANON RD
    HERMITAGE,TN37076     		N/A PC General & Unrestricted 700
    HIGH JUMP
    59 W N BLVD
    CHICAGO,IL60610     		N/A PC Charitable Event 5,000
    HIGH JUMP
    59 W N BLVD
    CHICAGO,IL60610     		N/A PC Francis W Parker Campus Initiative 25,000
    HIGH JUMP
    59 W N BLVD
    CHICAGO,IL60610     		N/A PC Francis W Parker Campus Initiative 25,000
    HISTORICAL SOCIETY OF PALM BEACH COUNTY
    300 N DIXIE HWY 4TH FL N
    WEST PALM BEACH,FL33401     		N/A PC General & Unrestricted 2,500
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA90012     		N/A PC General & Unrestricted 20,000
    HUMAN RIGHTS WATCH INC
    350 5TH AVE FL 34
    NEW YORK,NY10118     		N/A PC General & Unrestricted 1,000
    INTERNATIONAL BEETHOVEN PROJECT
    PO BOX 14149
    CHICAGO,IL60614     		N/A PC General & Unrestricted 29,000
    ISRAEL CANCER ASSOCIATION USA
    525 S FLAGLER DR STE 202
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 5,000
    JACK THE BIKE MAN INC
    PO BOX 17565
    WEST PALM BEACH,FL33416     		N/A PC General & Unrestricted 2,500
    JEWISH FEDERATION OF PALM BEACH COUNTY INC
    4601 COMMUNITY DR
    WEST PALM BEACH,FL33417     		N/A PC General & Unrestricted 2,500
    JUILLIARD SCHOOL
    60 LINCOLN CENTER PLZ
    NEW YORK,NY10023     		N/A PC General & Unrestricted 2,500
    KEMP ELEMENTARY SCHOOL
    865 CORNER RD
    POWDER SPRINGS,GA30127     		N/A PC General & Unrestricted 1,000
    LA GOAL
    4911 OVERLAND AVE
    CULVER CITY,CA90230     		N/A PC General & Unrestricted 1,000
    LAKEVIEW PANTRY
    3831 N BROADWAY ST
    CHICAGO,IL60613     		N/A PC General & Unrestricted 25,000
    LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
    120 WALL ST FL 19
    NEW YORK,NY10005     		N/A PC General & Unrestricted 15,000
    LARCHMONT SCHOOLS
    1265 N FAIRFAX AVE
    WEST HOLLYWOOD,CA90046     		N/A PC General & Unrestricted 55,000
    LARCHMONT SCHOOLS
    1265 N FAIRFAX AVE
    WEST HOLLYWOOD,CA90046     		N/A PC LCW Kitchen-Matching Grant 50,000
    LARCHMONT SCHOOLS
    1265 N FAIRFAX AVE
    WEST HOLLYWOOD,CA90046     		N/A PC St. Ambrose library renovation Project 1,500
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL60614     		N/A PC General & Unrestricted 1,000
    LORDS PLACE INC
    2808 N AUSTRALIAN AVE
    WEST PALM BEACH,FL33407     		N/A PC General & Unrestricted 126,000
    LOS ANGELES COALITION TO END HUNGER & HOMELESSNEss
    3300 WILSHIRE BLVD STE 310
    LOS ANGELES,CA90010     		N/A PC General & Unrestricted 10,000
    LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FDn
    900 EXPOSITION BLVD
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 2,000
    LOS ANGELES HOUSE OF RUTH
    605 N CUMMINGS ST
    LOS ANGELES,CA90033     		N/A PC General & Unrestricted 1,000
    LYNN SAGE FOUNDATION
    141 W JACKSON BLVD
    CHICAGO,IL60604     		N/A PC General & Unrestricted 1,000
    MAKE-A-WISH FOUNDATION OF ILLINOIS INC
    640 N LASALLE DR NO 280
    CHICAGO,IL60654     		N/A PC General & Unrestricted 2,500
    MARINE BIOLOGICAL LABORATORY
    7 MBL ST
    WOODS HOLE,MA02543     		N/A PC General & Unrestricted 7,500
    MARWEN FOUNDATION
    833 N ORLEANS ST FL 1
    CHICAGO,IL60610     		N/A PC General & Unrestricted 500
    MIKVA CHALLENGE GRANT FOUNDATION INC
    332 S MICHIGAN AVE STE 400
    CHICAGO,IL60604     		N/A PC General & Unrestricted 2,500
    MIKVA CHALLENGE GRANT FOUNDATION INC
    332 S MICHIGAN AVE STE 400
    CHICAGO,IL60604     		N/A PC Charitable Event 5,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 S LAKE SHORE DR
    CHICAGO,IL60637     		N/A PC General & Unrestricted 5,000
    NAMI FLORIDA INC
    1520 10TH AVE N
    LAKE WORTH,FL33460     		N/A PC General & Unrestricted 3,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208     		N/A PC Kellogg Graduate School of Management 25,000
    OUNCE OF PREVENTION FUND
    33 W MONROE ST STE 2400
    CHICAGO,IL60603     		N/A PC General & Unrestricted 2,500
    OUR TIME
    3079 ORDWAY ST NW
    WASHINGTON,DC20008     		N/A PC General & Unrestricted 5,000
    P S ARTS
    1728 ABBOT KINNEY BLVD STE 101
    VENICE,CA90291     		N/A PC General & Unrestricted 25,000
    PALM BEACH CIVIC ASSOCIATION INC
    139 N COUNTY RD STE 33
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 1,500
    PALM BEACH COUNTY FOOD BANK INC
    525 GATOR DR
    LANTANA,FL33462     		N/A PC General & Unrestricted 125,000
    PALM BEACH DRAMAWORKS INC
    201 CLEMATIS ST
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 25,000
    PALM BEACH FELLOWSHIP OF CHRISTIANS
    PO BOX 507
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 2,000
    PALM BEACH HABILITATION CENTER INC
    4522 S CONGRESS AVE
    LAKE WORTH,FL33461     		N/A PC General & Unrestricted 510,000
    PALM BEACH PUBLIC SCHOOL ORCHESTRAL STRINGS FDn
    PO BOX 2825
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 8,000
    PARK SCHOOL CORPORATION
    171 GODDARD AVE
    BROOKLINE,MA02445     		N/A PC General & Unrestricted 5,000
    PARK SCHOOL CORPORATION
    171 GODDARD AVE
    BROOKLINE,MA02445     		N/A PC Class of 1984 30th Reunion 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    434 W 33RD ST 11TH FL
    NEW YORK,NY10001     		N/A PC General & Unrestricted 25,000
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE 6TH FLR
    CHICAGO,IL60603     		N/A PC General & Unrestricted 10,000
    PLANNED PARENTHOOD OF S FL AND THE TREASUre coast
    2300 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33409     		N/A PC General & Unrestricted 500,700
    PLANNED PARENTHOOD OF S FL AND THE TREASUre coast
    2300 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33409     		N/A PC Martin County Cocktails for a Cause, Palm Beach Dinner Dance, and general & unrestricted 104,000
    PLANNED PARENTHOOD OF S FL AND THE TREASUre coast
    2300 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33409     		N/A PC Charitable Event 500
    PRESERVATION FOUNDATION OF PALM BEACH INC
    311 PERUVIAN AVE
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 250
    RAVINIA FESTIVAL ASSOCIATION
    418 SHERIDAN RD
    HIGHLAND PARK,IL60035     		N/A PC General & Unrestricted 2,500
    RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BCH,FL33401     		N/A PC General & Unrestricted 10,000
    RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE EDU fd
    1413 K ST NW 14TH FL
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 2,500
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL60605     		N/A PC General & Unrestricted 2,500
    SIMMONS COLLEGE
    300 THE FENWAY
    BOSTON,MA02115     		N/A PC Simmons College School of Social Work 10,000
    SOUTHERN CALIFORNIA COUNSELING CENTER
    5615 W PICO BLVD
    LOS ANGELES,CA90019     		N/A PC General & Unrestricted 1,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    5005 LBJ FREEWAY STE 250
    DALLAS,TX75244     		N/A PC General & Unrestricted 250
    TEACH FOR AMERICA-CHICAGO
    300 W ADAMS ST STE 1000
    CHICAGO,IL60606     		N/A PC General & Unrestricted 40,000
    TEAM RUBICON
    300 CONTINENTAL BLVD STE 150
    EL SEGUNDO,CA90245     		N/A PC General & Unrestricted 55,000
    TEMPLE SHOLOM OF CHICAGO
    3480 N LAKE SHORE DR
    CHICAGO,IL60657     		N/A PC Monday Night Meal Program 250
    THE EDIBLE SCHOOLYARD PROJECT-DBA CHEZ PANISSE Fdn
    1517 SHATTUCK AVE
    BERKELEY,CA94709     		N/A PC General & Unrestricted 20,000
    THE POSSE FOUNDATION INC
    14 WALL ST 7TH FLR
    NEW YORK,NY10005     		N/A PC General & Unrestricted 2,000
    TOWN OF PALM BEACH
    360 S COUNTY RD
    PALM BEACH,FL33480     		N/A PC The Palm Beach Fire Rescue Department 1,000
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW STE 201
    PALM BEACH,FL33480     		N/A PC General & Unrestricted 250
    TOWN OF PALM BEACH UNITED WAY INC
    44 COCOANUT ROW STE 201
    PALM BEACH,FL33480     		N/A PC PLANNED PARENTHOOD OF South Florida AND THE TREASUre coast fund 14,000
    TRINITY COLLEGE
    300 SUMMIT ST
    HARTFORD,CT06106     		N/A PC General & Unrestricted 300
    TRUSTEES OF DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFC
    HANOVER,NH03755     		N/A PC The Engelman Family Scholarship Fund 500
    UNITED STATES FUND FOR UNICEF
    500 N MICHIGAN AVE STE 1000
    CHICAGO,IL60611     		N/A PC General & Unrestricted 5,000
    UNITED STATES FUND FOR UNICEF
    500 N MICHIGAN AVE STE 1000
    CHICAGO,IL60611     		N/A PC Typhoon Haiyan Relief Initiative 55,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637     		N/A PC Dr. Daniel Catenacci's Cholangiocarcinoma Research fund 10,000
    UNIVERSITY OF CHICAGO WOMEN'S BOARD
    5801 S ELLIS AVE RM 302
    CHICAGO,IL60637     		N/A PC General & Unrestricted 5,000
    UNIVERSITY OF KENTUCKY
    100 STURGILL BLDG
    LEXINGTON,KY40506     		N/A PC College of Law Dean's Discretionary Fund 5,000
    WOLCOTT SCHOOL
    853 N ELSTON AVE
    CHICAGO,IL60642     		N/A PC General & Unrestricted 3,000
    Total .................................bullet 3a 2,582,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 2,044  
    4 Dividends and interest from securities....     14 1,040,909  
    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 -1,324,036  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aK-1 Inc/Loss 525990 78,489 14 119,612  
    bFederal Tax Refund     01 7,152  
    cSTATE TAX REFUND     01 3,048  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 78,489 -151,271  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-72,782
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF NEW YORK MELLON - 4.30 428,192 405,792
    BERKSHIRE HATHAWAY INC DEL - 3 330,545 298,407
    BLACKROCK INC - 5.000% - 12/10 300,828 282,273
    CHEVRON CORP NOTES - 4.950% - 432,423 453,724
    CISCO SYSTEMS INC - 4.450% - 0 326,507 326,052
    CONOCOPHILLIPS GTD - 4.600% - 430,948 416,952
    DU PONT E I DE NEMOURS & CO - 452,045 423,080
    GENERAL ELEC CO 5.25% DUE 12-0 641,336 622,566
    GLAXOSMITHKLINE CAP INC 05.650 301,455 287,785
    GOLDMAN SACHS GRP INC - 5.125% 190,159 208,918
    GOOGLE INC-3.625%-05/19/2021 434,397 415,602
    HEWLETT PACKARD CO NOTES - 6.1 336,589 302,541
    HONEYWELL INTL - 5.000% - 02/1 217,078 224,727
    IBM CORP NOTES - 5.700% - 09/1 333,869 344,490
    INTEL CORP NOTE - 3.300% - 10/ 270,328 248,373
    JPMORGAN CHASE & CO - 3.450% - 214,056 209,770
    JPMORGAN CHASE & CO SR NT - 6. 484,580 460,592
    MORGAN STANLEY SR NT-F - 4.750 221,203 218,264
    NATIONAL RURAL UTILS COLL TR - 198,098 226,607
    NBCUNIVERSAL MEDIA LLC 2.875% 318,067 312,285
    ORACLE CORP - 5.250% - 01/15/2 319,236 327,480
    PEPSICO INC - 5.000%% - 06/01/ 285,840 336,516
    PEPSICO INC NOTES - 4.500% - 0 344,024 326,292
    PFIZER INC - 4.500% - 02/15/20 322,175 301,428
    SHELL INTERNATIONAL FIN - 4.30 422,275 438,700
    UNITED TECHNOLGY 4.875% NT, 05 442,444 422,720
    VERIZON COMMUNICATIONS INC 6.1 442,288 464,555
    WAL MART STORES - 1.500% - 10/ 411,113 407,612
    WELLS FARGO - 5.625% - 12/11/2 293,765 286,550

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AETNA INC. 86,725 149,183
    ALLIANCE DATA SYSTEM CORP 47,117 88,082
    ANADARKO PETROLEUM CORP 111,848 129,292
    APACHE CORPORATION 88,610 92,815
    APPLE INC. 237,611 253,581
    AT&T CORP 502,024 471,144
    AUTOMATIC DATA PROCESSING INC. 111,834 173,720
    AVALONBAY CMNTYS INC 46,246 39,016
    BANK OF AMERICA CORP 590,159 290,458
    BLACKROCK INC 47,040 87,979
    BOEING CO 68,872 125,571
    BP PLC SPONSORED ADR 508,964 382,658
    CAPITAL ONE FINANCIAL CORP 80,379 118,746
    CHECK POINT SOFTWARE TECH 48,580 66,435
    CISCO SYSTEMS INC 73,971 86,243
    CITIGROUP CAPITAL XI 24,760 24,880
    CITIGROUP INC 57,355 75,768
    CITRIX SYSTEMS INC 80,531 83,806
    COLGATE-PALMOLIVE COMPANY 5,600,506 9,273,383
    COMCAST CORP CL A 68,686 130,964
    COVIDIEN LTD 79,564 113,046
    CROWN HOLDINGS INC 80,173 98,945
    CVS CAREMARK CORP. 71,032 117,017
    DANAHER CORP 94,761 148,610
    DIRECTV GROUP 55,958 78,383
    DOLLAR GENERAL CORP 81,819 109,481
    EMC CORP-MASS 103,938 107,265
    EQT CORPORATION 37,428 70,926
    EXPRESS SCRIPTS HOLDING CO. 164,121 208,613
    FEDERAL NATIONAL MTG ASSN 502,253 165,813
    FIDELITY NATIONAL INFORMATION 42,258 78,319
    FISERV INC 77,250 142,901
    FREDDIE MAC 498,648 166,842
    FREEPORT-MCMORAN COPPER & GOLD 97,825 103,408
    GENERAL ELECTRIC CO 119,667 182,756
    GENERAL MOTORS 8,099 4,210
    GENERAL MTRS CO WARRANT EXP 07 5,303 2,896
    GENERAL MTRS CO WARRANT EXP 07 4,074 2,150
    GM CP SR NT 1,809  
    GMAC LLC NTS 24,430 25,360
    GOOGLE INC 104,524 172,589
    GRAMERCY PROPERTY TRUST INC 4,304 690
    HOME DEPOT INC. 114,361 121,452
    ING GROEP DEBT 25,450 23,450
    ISHARE SP SMALL CAP 600 INDEX 2,011,181 3,001,074
    ISHARES S&P 500 INDEX FD 2,010,174 2,413,449
    ISHARES TR DJ SEL DIVIDEND INX 504,338 770,580
    ISHARES TR S & P MIDCAP 400 2,007,225 2,930,438
    ISHARES TRUST RUSSELL 1000 GR 502,726 704,790
    JOHN HANCOCK PFD EQ INC FUND 25,550 17,850
    JOHNSON & JOHNSON 76,341 102,123
    JP MORGAN CHASE & CO 110,407 162,282
    KELLOGG CO 64,068 64,124
    KINDER MORGAN INC 89,818 93,960
    MARATHON OIL CORP COM 100,252 97,958
    MCDONALD'S CORP 85,976 92,664
    MERCK & CO INC. 88,097 112,362
    MICROSOFT CORPORATION 107,216 138,417
    MORGAN STANLEY CAP TR IV PFD 49,920 47,360
    MOTORS LIQ CO GUC TR UBI   804
    NETAPP, INC. 46,854 52,659
    NUVEEN QUALITY PREFERRED INC 29,710 16,280
    ORACLE CORP 155,339 209,091
    PEPSICO INC 46,150 55,155
    PG & E CORP 68,641 64,247
    PIONEER MUNICIPAL HIGH INC TR 15,240 14,079
    PLUM CREEK TIMBER REIT 19,440 23,255
    PRAXAIR INC. 107,188 144,333
    PRUDENTIAL PLC 25,550 24,610
    RBS CAP FDG TR VII GTD TR PFD 25,150 20,980
    REPUBLIC SVCS INC. 68,826 82,137
    SIMON PPTY GROUP INC 92,445 89,014
    STRYKER CORPORATION 76,562 106,699
    TARGET CORPORATION 89,621 93,007
    TERADATA CORPORATION 59,334 51,631
    TJX COMPANIES INC 77,164 120,768
    TOUCHSTONE FDS GROUP TR SML 106,475 136,603
    TUPPERWARE COPR 204,179 865,516
    UNION PACIFIC 72,179 91,560
    UNITED TECHNOLOGIES CORP 104,186 162,734
    UNITEDHEALTH GROUP INC. 77,494 128,763
    US BANCORP DEL 81,492 98,778
    V F CORP 54,784 89,770
    VISA INC 49,744 87,959
    WALGREEN CO 48,444 79,554
    WALT DISNEY HOLDINGS CO. 93,677 111,544
    WELLS FARGO & CO. 93,656 134,838
    WILLIAMS COS 104,876 124,003

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    US Government Securities - End of Year Book Value:

    4,161,634
    US Government Securities - End of Year Fair Market Value:

    4,270,024
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsLandSchedule2
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AT MLP FUND, LLC   3,358,718 4,249,609
    ENTERPRISE PRODUCTS PARTNERS   162,597 1,077,375
    KINDER MORGAN ENERGY PARTNERS   60,200 258,112

    TY 2013 LandEtcSchedule2
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 82,648     82,648
    Bank Charges 75 75    
    K-1 Exp AT MLP FUND, LLC 201,676 201,247    
    K-1 EXP ENTERPRISE PRODUCTS 48      


    TY 2013 OtherIncomeSchedule2
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss AT MLP FUND, LLC 202,913 118,303  
    K-1 Inc/Loss ENTERPRISE PRODUCTS -6,344 677  
    K-1 Inc/Loss KINDER MORGAN ENERGY 1,532 632  
    Federal Tax Refund 7,152    
    State tax refund 3,048    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 66,622 66,622    


    TY 2013 TaxesSchedule
    Name:
    Reynolds Family Foundation
    EIN: 38-3739715
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 20,000      
    990-T 1ST EXTENSION FOR 2012 9,600      
    MISCELLANEOUS STATE FEES 357      
    STATE UBTI - TAX W/EXTENSION 3,200