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
SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
 

Number and street (or P.O. box number if mail is not delivered to street address)300 N LASALLE ST SUITE 4000   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60654
A Employer identification number

58-1483651
B Telephone number (see instructions)

(312) 715-5000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,797,453J 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...... 63,014 63,014  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 212,717
b Gross sales price for all assets on line 6a 481,437
7 Capital gain net income (from Part IV, line 2)... 212,717
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 275,731 275,731  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 11,107 0   11,107
b Accounting fees (attach schedule)....... Click to see attachment 40,241 30,181   10,060
c Other professional fees (attach schedule).... Click to see attachment 59,556 1,760   57,796
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,293 0   0
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 152 51   101
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,349 31,992   79,064
25 Contributions, gifts, grants paid........ 123,445 123,445
26 Total expenses and disbursements. Add lines 24 and 25 238,794 31,992   202,509
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,937
b Net investment income (if negative, enter -0-) 243,739
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.......... 328,858 247,955 248,955
3 Accounts receivable bullet2,325
Less: allowance for doubtful accounts bullet     2,325 2,325
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) 122,367 Click to see attachment109,899 117,554
b Investments—corporate stock (attach schedule)........ 743,011 Click to see attachment2,385,411 3,863,748
c Investments—corporate bonds (attach schedule)........ 438,723 Click to see attachment520,281 527,371
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,633,499 Click to see attachment37,500 37,500
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) 3,266,458 3,303,371 4,797,453
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 3,266,458 3,303,371
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,266,458 3,303,371
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,266,458 3,303,371
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,266,458
2 Enter amount from Part I, line 27a..................... 2 36,937
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,303,395
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 24
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,303,371
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 SCHWAB PUBLICLY TRADED SECURITIES      
b MORGAN STANLEY PUBLICLY TRADED SECURITIES      
c FNMA RETURN OF PRINCIPAL      
d LITIGATION SETTLEMENT P    
e VIRXSYS-DEEMED WORTHLESS P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 151,402   146,715 4,687
b 205,434   63,406 142,028
c 8,843   8,599 244
d 255     255
e     50,000 -50,000
115,503     115,503
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       4,687
b       142,028
c       244
d       255
e       -50,000
      115,503
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 2 212,717
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 178,946 4,175,329 0.042858
2011 237,332 4,214,388 0.056315
2010 174,982 4,036,054 0.043355
2009 198,895 3,699,801 0.053758
2008 229,398 4,303,093 0.053310
2 Total of line 1, column (d) ...................... 2 0.249596
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 0.049919
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,423,851
5 Multiply line 4 by line 3....................... 5 220,834
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,437
7 Add lines 5 and 6......................... 7 223,271
8 Enter qualifying distributions from Part XII, line 4.............. 8 202,509
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 4,875
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 4,875
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 4,875
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
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 2,075
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)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSARAH M LINSLEY Telephone no.bullet (312) 715-5000
    Located atbullet300 N LASALLE ST SUITE 4000CHICAGOIL ZIP+4bullet60654
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    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
    MOLLY M GERBAZ DIR/CHAIR
    0.50     		0 0 0
    0362 WILLOW LN PO BOX 1325
    CARBONDALE,CO81623
    LESLIE H MORNINGSTAR DIR/VP
    0.50     		0 0 0
    PO BOX 342
    VIRGINIA CITY,MT59755
    LARRY D GERBAZ DIR/VP
    0.50     		0 0 0
    0362 WILLOW LN PO BOX 1325
    CARBONDALE,CO81623
    GARY H KLINE DIRECTOR
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    THOMAS A POLACHEK DIRECTOR
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    TERRY A SKWORCH DIRECTOR
    0.50     		0 0 0
    305 WYOMA LANE
    SCHAUMBURG,IL60193
    KENNETH A ALGOZIN DIRECTOR
    0.50     		0 0 0
    133 HASTINGS AVE
    ELK GROVE VILLAGE,IL60007
    LYDIA T WHITEHEAD DIRECTOR
    0.50     		0 0 0
    4824 CHEVY CHASE BLVD
    CHEVY CHASE,MD20815
    LESLIE ANN GERBAZ-BLUE DIRECTOR
    0.50     		0 0 0
    298 SILVER KING COURT
    GLENWOOD SPRINGS,CO81601
    ANNE K MORNINGSTAR DIRECTOR
    0.50     		0 0 0
    703 SOUTH THIRD WEST
    MISSOULA,MT59801
    SARAH M LINSLEY DIR/SECRETARY
    5.00     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    HEIDI KIMMEL DIRECTOR
    0.50     		0 0 0
    33 GAMBA DRIVE
    GLENWOOD SPRINGS,IL81601
    PATRICK J BITTERMAN TREASURER
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    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
    QUARLES & BRADY LLP LEGAL/ACCTG/MANAGEMENT 109,144
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    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
    221,193
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,875
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,875
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    216,318
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4............................
    5
    217,318
    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
    217,318
    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 7 217,318
    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.......  
    c From 2010.......  
    d From 2011....... 3,273
    e From 2012.......  
    fTotal of lines 3a through e......... 3,273
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 202,509
    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..... 202,509
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 3,273 3,273
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		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 ..........     		11,536
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SARAH M LINSLEY
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    (312) 715-5000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    cAny submission deadlines:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    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
    ABILITY CONSULTANTS
    426 S MADISON STREET
    CORTEZ,CO81321     		NONE PC GENERAL 1,000
    ABILITY FOUNDATION
    5236 S GREENPINE DRIVE
    SALT LAKE CITY,UT84123     		NONE PC GENERAL 2,500
    ACCESS LIVING
    115 WEST CHICAGO AVENUE
    CHICAGO,IL60654     		NONE PC GENERAL 2,000
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		NONE PC GENERAL 3,000
    AMERICAN INTERCONTINENTAL UNIVERSITY-LEVAR MONROE
    1750 E GOLF ROAD
    SCHAUMBURG,IL60173     		NONE PC GENERAL 2,000
    ANIXTER CENTER
    2001 N CLYBOURNE AVENUE STE 300
    CHICAGO,IL60614     		NONE PC GENERAL 1,500
    ANSONIA MUSIC OUTREACH
    330 WADSWORTH AVENUE 2G
    NEW YORK,NY10040     		NONE PC GENERAL 1,500
    ASSOCIATION OF HORIZON INC
    3712 NORTH BROADWAY 335
    CHICAGO,IL60613     		NONE PC GENERAL 2,500
    AXIS DANCE COMPANY
    1428 ALICE STREET
    OAKLAND,CA94612     		NONE PC GENERAL 2,000
    BOYS HOPE GIRLS HOPE OF ILLINOIS
    1100 N LARAMIE AVENUE
    WILMETTE,IL60091     		NONE PC GENERAL 2,500
    BOZEMAN SCHOOLS FOUNDATION
    PO BOX 1803
    BOZEMAN,MT597711803     		NONE PC GENERAL 3,000
    BUTTE COLLEGE FOUNDATION-GABRIELLE M HATHAWAY
    3536 BUTTE CAMPUS DRIVE
    OROVILLE,CA95965     		NONE PC GENERAL 2,000
    CAN DO CANINES ASSISTANCE DOGS
    9440 SCIENCE CENTER DRIVCE
    NEW HOPE,MN55428     		NONE PC GENERAL 2,000
    CATCHING THE DREAM
    8200 MOUNTAIN ROAD NE SUITE 203
    ALBUQUERQUE,NM87110     		NONE PC GENERAL 2,500
    CENTER FOR MUSIC FOR PEOPLE WITH DISABILITIES
    415 WEST CENTRAL AVENUEW
    MISSOULA,MT59801     		NONE PC GENERAL 2,000
    CHESAPEAKE POTOMAC SPINA BIFIDA
    PO BOX 1750
    ANNAPOLIS,MD21404     		NONE PC GENERAL 1,000
    CHESAPEAKE THERAPEUTIC RIDING
    PO BOX 475
    ABINGDON,MD21009     		NONE PC GENERAL 2,000
    COMMUNITY PREPARATORY SCHOOL
    126 SOMERSET STREET
    PROVIDENCE,RI02907     		NONE PC GENERAL 1,000
    NORTH CAROLINA UNIVERSITY-JIMALIE WATKINS
    PO BOX 26170
    GREENSBORO,NC27402     		NONE PC GENERAL 1,762
    CUMBERLAND COLLEGE
    6191 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY407691372     		NONE PC GENERAL 3,000
    CUYAHOGA COMMUNITY COLLEGE-KEVIN BOERIO
    700 CARNEIGIE AVENUE
    CLEVELAND,OH44115     		NONE PC GENERAL 1,000
    ELLING HOUSE ARTS & HUMANITIES CENTER
    404 EAST IDAHO STREET
    VIRGINIA CITY,MT59755     		NONE PC GENERAL 3,700
    EMERGENCY FAMILY ASSISTANCE ASSOCIATION
    1575 YARMOUTH AVENUE
    BOULDER,CO803040564     		NONE PC GENERAL 1,500
    FRAMINGHAM STATE UNIVERSITY - STEPHANIE WILLIAMS
    100 STATE STREET PO BOX 9101
    FRAMINGHAM,MA017019101     		NONE PC GENERAL 1,500
    EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC
    PO BOX 273542
    BOCA RATON,FL334273542     		NONE PC GENERAL 1,000
    HELPING HANDS FOR MONKEYS
    541 CAMBRIDGE STREET
    BOSTON,MA02134     		NONE PC GENERAL 1,500
    INSTITUTE FOR SPECIAL EDUCATION FOR SARA SCHENIRER SEMINARY - ROCHEL OZUR
    4622 FOURTEENTH AVENUE
    BROOKLYN,NY11219     		NONE PC GENERAL 2,600
    INTERNATIONAL CRANE FOUNDATION
    E-11376 SHADY LANE ROAD
    BARABOO,WI53913     		NONE PC GENERAL 5,000
    INTERNATIONAL HEARING DOG INC
    5901 EAST 89TH AVENUE
    HENDERSON,CO80640     		NONE PC GENERAL 2,000
    KSDS INC
    124 W 7TH STREET
    WASHINGTON,KS66968     		NONE PC GENERAL 1,000
    LIBERTY UNIVERSITY-ELIZABETH ALBRIGHT
    PO BOX 10425
    LYNCHBURG,VA24506     		NONE PC GENERAL 500
    LITTLE BIT THERAPEUTIC RIDING CENTER
    19802 NE 148TH STREET
    WOODINVILLE,WA98077     		NONE PC GENERAL 1,000
    MARTIN METHODIST CHURCH-RACHEL COLLIER
    433 WEST MADISON STREET
    PULASKI,TN384782799     		NONE PC GENERAL 2,000
    MCDANIEL COLLEGE-KRISTOFER KEEFER
    2 COLLEGE HILL
    WESTMINSTER,MD211574390     		NONE PC GENERAL 1,033
    MOUNT VERNON NAZARENE UNIVERSITY-CORRINE JORDON
    800 MARTINSBURG ROAD
    MOUNT VERNON,OH43050     		NONE PC GENERAL 2,500
    NEW ENGLAND YOUTH THEATRE
    100 FLAT STREET
    BRATTLEBORO,VT05301     		NONE PC GENERAL 1,000
    NEW HORIZONS INDEPENDENT LIVING CENTER-CYNTHIA MORTON
    8085 EAST MANLEY DRIVE
    PRESCOTT VALLEY,AZ86314     		NONE PC GENERAL 5,450
    OKLAHOMA BAPTIST UNIVERSITY - LAURA DAILY
    500 WEST UNIVERSITY
    SHAWNEE,OK74804     		NONE PC GENERAL 3,500
    NEIL ARMSTRONG ELEMENTARY SCHOOL-PARENT TEACHER ORGANIZATION
    1000 ST ROAD 144
    MOORESVILLE,IN46158     		NONE PC GENERAL 1,000
    PIKES PEAK THERAPEUTIC RIDING CENTER
    13620 HALELUIAL TRAIL
    ELBERT,CO80106     		NONE PC GENERAL 2,500
    POST POLIO RESOURCE GROUOP OF SOUTHEASTERN WISCONSIN
    PO BOX 13841
    MILWAUKEE,WI532130814     		NONE PC GENERAL 3,000
    PROVIDENCE ST MED SCHOOL
    119 SOUTH CENTRAL PARK BLVD
    CHICAGO,IL60624     		NONE PC GENERAL 2,000
    RENAISSANCE SOCIAL SERVICES
    333 NORTH OAKLEY BLVD SUITE 205
    CHICAGO,IL60612     		NONE PC GENERAL 1,500
    RMH SERVICES
    1104 PITT AVENUE
    BRENERTON,WA98310     		NONE PC GENERAL 1,500
    ROSELAND TRAINING CENTER
    235 EAST 136TH PLACE
    CHICAGO,IL608271816     		NONE PC GENERAL 2,000
    SANTA CLARA UNIVERSITY - BRIAN LE
    500 EL CAMINO REAL
    SANTA CLARA,CA950530609     		NONE PC GENERAL 3,000
    SECOND SENSE
    65 E WACKER DRIVE SUITE 1010
    CHICAGO,IL60601     		NONE PC GENERAL 1,500
    SIMPLE CHANGES THERAPEUTIC RIDING CENTER
    PO BOX 991
    LORTON,VA22199     		NONE PC GENERAL 3,000
    SOUTHERN METHODIST COLLEGE-EDNA ABRAHAM
    541 BROUGHTON STREET
    ORANGEBURG,SC29115     		NONE PC GENERAL 1,300
    SOUTHERN METHODIST COLLEGE
    541 BROUGHTON STREET
    ORANGEBURG,SC29115     		NONE PC GENERAL 1,500
    SPIRITHORSE THERAPEUTIC CENTER
    960 POST OAK DRIVE
    CORINTH,TX76210     		NONE PC GENERAL 600
    STARFISH LEARNING CENTER
    1543 W HOWARD STREET
    CHICAGO,IL60626     		NONE PC GENERAL 1,500
    STILL POINT THEATRE COLLECTIVE
    4300 N HERMITAGE
    CHICAGO,IL60614     		NONE PC GENERAL 2,000
    SUMMIT ASSISTANCE DOGS
    PO BOX 699
    ANACORTES,WA98221     		NONE PC GENERAL 1,000
    TELLIN' TALES THEATER
    360 E RANDOLPH STREET 1006
    CHICAGO,IL60601     		NONE PC GENERAL 1,500
    TEXAS HEARING & SERVICE DOGS
    4803 RUTHERGLEN
    AUSTIN,TX78749     		NONE PC GENERAL 1,000
    THE GEORGE WASHINGTON UNIVERSITY - NOAH YOSIF
    2121 I STREET NW
    WASHINGTON,DC20052     		NONE PC GENERAL 3,000
    TOTALLY POSITIVE PRODUCTIONS INC
    7157 S PRINCETON AVENUE
    CHICAGO,IL60621     		NONE PC GENERAL 1,000
    TUESDAY'S CHILD
    4028 W IRVING PARK ROAD
    CHICAGO,IL60641     		NONE PC GENERAL 1,500
    VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    60 KIMBALL AVENUE
    SOUTH BURLINGTON,VT05403     		NONE PC GENERAL 1,000
    VIRTUE HUMANITARIAN NUTRITION CENTER
    PO BOX 3376
    MONTGOMERY,AL36109     		NONE PC GENERAL 500
    WELLSPRING
    16742 LAMPHERE
    DETROIT,MI48219     		NONE PC GENERAL 2,000
    WHEELS FOR HUMANITY
    12750 RAYMER STREET UNIT 4
    NORTH HOLLYWOOD,CA91605     		NONE PC GENERAL 2,500
    YOUTH CROSSROADS INC
    6412 WEST 27TH STREET
    BERWYN,IL60402     		NONE PC GENERAL 2,000
    Total .................................bullet 3a 123,445
    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 63,014  
    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 .............     		    18 212,717  
    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).. 0 275,731 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13275,731
    (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:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY-INVESTMENT ADMINISTRATION & ACCOUNTING 40,241 30,181   10,060

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CB-AMPHENOL 4.75%11/15/14 25,498 25,864
    CB-ANHEUSER BUSCH 2.875% 2/15/16 25,010 26,134
    CB-BUNGE LTD FIN 4.1% 3/15/16 25,612 26,404
    CB-CONAGRA FOODS 1.9% 1/25/18 50,463 49,332
    CB-ECOLAB 3% 12/8/16 52,727 52,452
    CB-GENERAL ELECTRIC 4.65% 10/17/21 51,170 54,668
    CB-GLAXOSMITHKLINE 1.5% 5/8/17 25,229 25,054
    CB-HEWLETT PACKARD 4.3% 6/1/21 50,708 50,282
    CB-INTEL 1.95% 10/1/16 25,694 25,753
    CB-MCDONALD 5.8% 10/15/17 55,622 57,629
    CB-MOLSON COORS 3.5% 2/1/22 26,078 24,538
    CB-PEPSICO 5% 6/1/18 26,630 28,161
    CB-SHELL INTL FIN 4.375% 3/25/20 25,794 27,337
    CB-STATOILHYDRO ASA 2.9% 10/15/14 25,229 25,501
    CB-VERIZON 5.5% 2/15/18 28,817 28,262

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 43,103 70,125
    ABB LTD 24,556 47,808
    ABBOTT LABS 3,050 34,497
    ABBVIE INC 13,117 63,372
    APACHE 31,742 85,940
    APPLE 44,794 280,510
    BROADVIEW OPPORT FUND (FMI FOCUS) 486,261 633,063
    BP 28,569 84,679
    CATERPILLAR 24,520 56,756
    CHEVRON 64,833 115,542
    CME GROUP 44,779 78,460
    COLUMBIA ACORN INTL FD 274,787 509,966
    DEERE 32,200 91,330
    DUPONT 35,798 74,716
    EATON VANCE GREATER INDIA FD 78,753 57,181
    FORD MOTOR 8,464 30,860
    GOOGLE 51,828 207,331
    IBM 27,743 67,525
    INTEL 12,162 12,978
    JOHNSON & JOHNSON 60,199 91,590
    LONGLEAF PARTNERS FD 416,624 522,954
    LONGLEAF PARTNERS INTL FD 270,844 242,270
    MANAGERS FRONTIER SM CAP FD 32,667 38,487
    MANAGERS INST MICRO CAP FD 115,718 111,725
    MICROSOFT 26,878 37,410
    MONSANTO 37,933 58,275
    NOBLE 24,421 37,470
    ORACLE 38,361 71,164
    PEPSICO 30,707 49,764

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    US Government Securities - End of Year Book Value:

    109,899
    US Government Securities - End of Year Fair Market Value:

    117,554
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VIRXSYS AT COST 0 0
    ZOUNDS SERIES B (NEW) AT COST 37,500 37,500

    TY 2013 LegalFeesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY-LEGAL AND TAX RETURN PREP 11,107 0   11,107


    TY 2013 OtherDecreasesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Description Amount
    ROUNDING 24


    TY 2013 OtherExpensesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU FUND 15 0   15
    SECRETARY OF STATE FEE(CT CORP) 86 0   86
    MISC FEES 51 51   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SEGALL BRYANT FEES 1,760 1,760   0
    QUARLES & BRADY-GRANT MAKING & MANAGEMENT 57,796 0   57,796


    TY 2013 TaxesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 4,293 0   0