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
THE SIMMS FAMILY FOUNDATION
C/O VOGEL CONSULTING SC

Number and street (or P.O. box number if mail is not delivered to street address)3415 GATEWAY ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKFIELD, WI53045
A Employer identification number

36-3413327
B Telephone number (see instructions)

(262) 790-4960
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$7,404,201J 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...... 110,553 110,553  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 283,524
b Gross sales price for all assets on line 6a 1,792,091
7 Capital gain net income (from Part IV, line 2)... 283,524
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 5,846 821  
12 Total. Add lines 1 through 11........ 399,923 394,898  
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 713 0   713
b Accounting fees (attach schedule)....... Click to see attachment 12,375 0   12,375
c Other professional fees (attach schedule).... Click to see attachment 42,314 42,314   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,208 5,193   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 654 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,016 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,280 47,507   13,088
25 Contributions, gifts, grants paid........ 328,915 328,915
26 Total expenses and disbursements. Add lines 24 and 25 391,195 47,507   342,003
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,728
b Net investment income (if negative, enter -0-) 347,391
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.......... 36,973 393,336 393,336
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) 145,362 Click to see attachment107,930 137,906
b Investments—corporate stock (attach schedule)........ 3,642,611 Click to see attachment3,351,577 4,899,495
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,791,975 Click to see attachment1,776,391 1,972,482
14 Land, buildings, and equipment: basis bullet4,784
Less: accumulated depreciation (attach schedule) bullet3,802 1,636 Click to see attachment982 982
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,618,557 5,630,216 7,404,201
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,430,745 6,430,745
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -812,188 -800,529
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,618,557 5,630,216
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,618,557 5,630,216
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 5,618,557
2 Enter amount from Part I, line 27a..................... 2 8,728
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,931
4 Add lines 1, 2, and 3.......................... 4 5,630,216
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,630,216
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 NORTHERN TRUST - PUBLICLY TRADED SECURITIES P 2013-01-01 2013-12-31
b NORTHERN TRUST - PUBLICLY TRADED SECURITIES P 2012-01-01 2013-12-31
c NORTHERN TRUST MAF K-1 SECT 1250 P 2012-01-01 2013-12-31
d CAPITAL GAINS DIVIDENDS P    
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 444,871   419,911 24,960
b 1,335,460   1,088,656 246,804
c 45     45
d 11,715     11,715
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       24,960
b       246,804
c       45
d       11,715
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 2 283,524
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 407,747 6,444,561 0.063270
2011 326,461 6,645,324 0.049126
2010 266,112 6,293,287 0.042285
2009 295,171 5,788,110 0.050996
2008 290,152 6,560,892 0.044224
2 Total of line 1, column (d) ...................... 2 0.249901
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 0.049980
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,880,693
5 Multiply line 4 by line 3....................... 5 343,897
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,474
7 Add lines 5 and 6......................... 7 347,371
8 Enter qualifying distributions from Part XII, line 4.............. 8 342,003
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,948
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 6,948
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,948
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 700
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.............. 7 700
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 6,248
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 ofbulletVOGEL CONSULTING SC Telephone no.bullet (262) 790-4960
    Located atbullet3415 GATEWAY ROADBROOKFIELDWI ZIP+4bullet53045
    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
    JOHN D SIMMS JR PRESIDENT, DIRECTOR
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    JEAN M SIMMS ASST SECRETARY, DIRECTOR
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    FREDERICK V SIMMS VP,SECRETARY & DIRECTOR
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    MICHELLE P SIMMS TREASURER
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    MARY JEAN BECK-CALCAGNO ASST TREASURER, DIRECTOR
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    JOHN D SIMMS DIRECTOR
    0.00     		0 0 0
    3415 GATEWAY RD
    BROOKFIELD,WI53045
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    344,035
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    6,948
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,948
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    337,087
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    337,087
    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
    337,087
    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 7 337,087
    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....... 671
    e From 2012....... 86,815
    fTotal of lines 3a through e......... 87,486
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 342,003
    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..... 337,087
    e Remaining amount distributed out of corpus 4,916
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 92,402
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		92,402
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 671
    d Excess from 2012.... 86,815
    e Excess from 2013.... 4,916
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    NCH HEALTHCARE FOUNDATION
    PO BOX 234
    NAPLES,FL341013029     		  PUBLIC CHARITABLE 5,000
    RAINBOW HOSPICE
    1550 BISHOP COURT
    MT PROSPECT,IL60056     		  PUBLIC CHARITABLE 200
    AVENUES TO INDEPENDENCE FOUNDATION
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    CONSERVANCY OF SOUTHWEST FLORIDA THE
    1450 MERRIHUE DR
    NAPLES,FL34108     		  PUBLIC CHARITABLE 15,000
    BEAR NECESSITIES PEDIATRIC CANCER
    55 W WACKER
    CHICAGO,IL60601     		  PUBLIC CHARITABLE 5,000
    EVERGREEN COUNTRY DAY SCHOOL
    1093 SWEDE GULCH RD
    EVERGREEN,CO80439     		  PUBLIC CHARITABLE 15,000
    ADVOCATE CHARITABLE FOUNDATION
    LUTHERAN GENERAL FOUNDATION
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 20,000
    EVAN SCHOLARS FOUNDATION
    1 BRIAR ROAD
    GOLF,IL600290301     		  PUBLIC CHARITABLE 500
    WTTW CHANNEL 11 PBS
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		  PUBLIC CHARITABLE 240
    COMMUNITY FOUNDATION
    1915 GRAND AVE
    DES MOINES,IA50309     		  PUBLIC CHARITABLE 1,000
    MAX MCGRAW WILDLIFE FOUNDATION
    PO BOX 9
    DUNDEE,IL60118     		  PUBLIC CHARITABLE 8,600
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1643
    MERRIFIELD,VA22116     		  PUBLIC CHARITABLE 150
    USO
    PO BOX 96898
    WASHINGTON,DC200906860     		  PUBLIC CHARITABLE 200
    AVENUES TO INDEPENDENCE FOUNDATION
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 500
    AVOW HOSPICE
    1095 WHIPPOORWILL LANE
    NAPLES,FL34105     		  PUBLIC CHARITABLE 1,000
    RAINBOW HOSPICE
    1550 BISHOP COURT
    MT PROSPECT,IL60056     		  PUBLIC CHARITABLE 150
    ADVOCATE CHARITABLE FOUNDATION
    LUTHERAN GENERAL FOUNDATION
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 6,000
    AVENUES TO INDEPENDENCE FOUNDATION
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 500
    ILLINOIS BASS NATION
    1057 BURTON TERR
    GLENVIEW,IL60025     		  PUBLIC CHARITABLE 200
    ASSOCIATION OF SMALL FOUNDATIONS
    PO BOX 247
    WINOOSKI,VT05404     		  PUBLIC CHARITABLE 1,500
    MISERICORDIA HEART OF MERCY
    6300 N RIDGE
    CHICAGO,IL606302788     		  PUBLIC CHARITABLE 5,000
    AVENUES TO INDEPENDENCE FOUNDATION
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 10,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK RD
    GLENCOE,IL600220400     		  PUBLIC CHARITABLE 2,500
    MIDWEST PALLIATIVE HOSPICE & CARE
    2050 CLAIRE CT
    GLENVIEW,IL60025     		  PUBLIC CHARITABLE 500
    NORWOOD LIFE CARE FOUNDATION
    6016 N NINA AVE
    CHICAGO,IL60631     		  PUBLIC CHARITABLE 1,000
    WORLD WAR II VETERANS COMMITTEE
    PO BOX 96543
    WASHINGTON,DC200906543     		  PUBLIC CHARITABLE 1,000
    ST NECTARIOS GREEK ORTHODOX CHURCH
    133 S ROSELLE RD
    PALATINE,IL60067     		  PUBLIC CHARITABLE 500
    KNIGHTS OF COLUMBUS
    1009 S KNIGHT
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 150
    ANNUAL CATHOLIC APPEAL
    835 N RUSH ST
    CHICAGO,IL60611     		  PUBLIC CHARITABLE 1,000
    COMMEMORATIVE AIR FORCE
    PO BOX 1380
    MERRIFIELD,VA22116     		  PUBLIC CHARITABLE 150
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250     		  PUBLIC CHARITABLE 150
    MISERICORDIA HEART OF MERCY
    6300 N RIDGE
    CHICAGO,IL606302788     		  PUBLIC CHARITABLE 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    1126 S 70TH ST N405A
    MILWAUKEE,WI53214     		  PUBLIC CHARITABLE 100
    AMERICAN AIR MUSEUM
    US MEMBERSHIP CENTER
    WASHINGTON,DC200777039     		  PUBLIC CHARITABLE 300
    SMITHSONIAN MUSEUM
    PO BOX 9016
    PITTSFIELD,MA012029951     		  PUBLIC CHARITABLE 350
    ST JUDE CHILDREN RESEARCH HOSP
    PO BOX 167
    MEMPHIS,TN38101     		  PUBLIC CHARITABLE 500
    BRIGHT PINK
    670 N CLARK
    CHICAGO,IL60654     		  PUBLIC CHARITABLE 1,000
    AVOW HOSPICE
    1095 WHIPPOORWILL LANE
    NAPLES,FL34105     		  PUBLIC CHARITABLE 1,000
    CENTER OF CONCERN
    1580 N NORTHWEST HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    HERITAGE FOUNDATIONTHE
    214 MASSACHUSETTS AVE
    WASHINGTON,DC200024999     		  PUBLIC CHARITABLE 1,000
    CONSERVANCY OF SOUTHWEST FLORIDA THE
    1450 MERRIHUE DR
    NAPLES,FL34108     		  PUBLIC CHARITABLE 15,000
    ELKS NATIONAL FOUNDATION
    495 LEE ST
    DES PLAINES,IL60016     		  PUBLIC CHARITABLE 100
    KALO FOUNDATION OF PARK RIDGE THE
    255 N NORTHWEST HIGHWAY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST
    EVANSTON,IL60208     		  PUBLIC CHARITABLE 12,000
    PARK RIDGE HISTORICAL SOCIETY
    721 N PROSPECT AVE
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 100
    PARK RIDGE LIONS CLUB
    PO BOX 200
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 150
    SMITHSONIAN MUSEUM
    PO BOX 9016
    PITTSFIELD,MA012029951     		  PUBLIC CHARITABLE 350
    NAPLES PHILHARMONIC CENTER FOR THE ARTS
    5833 PELICAN BAY BLVD
    NAPLES,FL34108     		  PUBLIC CHARITABLE 2,500
    SMILE TRAINTHE
    PO BOX 96231
    WASHINGTON,DC200906231     		  PUBLIC CHARITABLE 500
    ARABIAN HORSEMEN'S DISTRESS FUND THE
    236 HENRY SANFORD RD
    BRIDGEWATER,CT06752     		  PUBLIC CHARITABLE 250
    AURORA LAKELAND MEDICAL CENTER
    W3985 COUNTY RD NN
    ELKHORN,WI53121     		  PUBLIC CHARITABLE 500
    GENEVA AREA FOUNDATION INC
    PO BOX 71
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 250
    GENEVA LAKE ASSOCIATION
    PO BOX 412
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 150
    GENEVA LAKE CONSERVANCY
    PO BOX 588
    FONTANA,WI53125     		  PUBLIC CHARITABLE 1,000
    GENEVA LAKE LEVEL CORPORATION
    PO BOX 656
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 1,000
    GENEVA LAKE MUSEUM
    255 MILL ST
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 200
    GENEVA LAKE SAILING SCHOOL
    1250 SOUTH LAKE SHORE DR
    FONTANA,WI53125     		  PUBLIC CHARITABLE 1,000
    GEORGE WILLIAMS COLLEGE
    PO BOX 210
    WILLIAMS BAY,WI531910210     		  PUBLIC CHARITABLE 10,000
    HOLY COMMUNION CHURCH
    320 BROAD STREET
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 500
    INLAND LAKE YACHTING ASSOC
    PO BOX 311
    FONTANA,WI53125     		  PUBLIC CHARITABLE 500
    MERCY HOSPITAL LAKE GENEVA
    PO BOX 5003
    JANESVILLE,WI535475003     		  PUBLIC CHARITABLE 1,000
    MICHIGAN STATE UNIVERSITY
    535 CHESTNUT RD
    EAST LANSING,MI48824     		  PUBLIC CHARITABLE 250
    MICHIGAN STATE UNIVERSITY POLO TEAM
    535 CHESTNUT RD
    EAST LANSING,MI48824     		  PUBLIC CHARITABLE 500
    OPEN ARMS FREE CLINIC
    PO BOX 560
    FONTANA,WI53125     		  PUBLIC CHARITABLE 1,000
    ST BENEDICT
    137 DEWEY AVE
    FONTANA,WI53125     		  PUBLIC CHARITABLE 500
    TOWN OF LINN FIRE AND EMS
    PO BOX 130
    ZENDA,WI53195     		  PUBLIC CHARITABLE 500
    US SAILING
    P O BOX 1260
    PORTSMOUTH,RI02871     		  PUBLIC CHARITABLE 250
    WALWORTH COUNTY ALLIANCE FOR CHIILDREN
    W4063 HWY NN
    ELKHORN,WI53121     		  PUBLIC CHARITABLE 2,500
    WATER SAFETY PATROL
    PO BOX 98
    LAKE GENEVA,WI53147     		  PUBLIC CHARITABLE 500
    GOW SCHOOL THE
    2491 EMERY RD
    SOUTH WALES,NY141399985     		  PUBLIC CHARITABLE 10,000
    CONSUMER REPORTS FOUNDATION
    PO BOX 96552
    WASHINGTON,DC20090     		  PUBLIC CHARITABLE 75
    NORWOOD LIFE CARE FOUNDATION
    6016 N NINA AVE
    CHICAGO,IL60631     		  PUBLIC CHARITABLE 3,000
    RAVINIA ANNUAL FUND ASSOCIATION
    1575 OAKWOOD AVE
    HIGHLAND PARK,IL600359919     		  PUBLIC CHARITABLE 6,000
    CENTER OF CONCERN
    1580 N NORTHWEST HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 2,500
    WTTW CHANNEL 11 PBS
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		  PUBLIC CHARITABLE 150
    PARK RIDGE HISTORICAL SOCIETY
    721 N PROSPECT AVE
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    RAINBOW HOSPICE
    1550 BISHOP COURT
    MT PROSPECT,IL60056     		  PUBLIC CHARITABLE 3,000
    ALZHEIMER'S DISEASE RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		  PUBLIC CHARITABLE 1,000
    BCCA SCHOLARSHIP FUND
    8700 BAY COLONY DR
    NAPLES,FL34108     		  PUBLIC CHARITABLE 2,000
    BLUE GAVEL SCHOLARSHIP FUND INC
    700 S FOURTEENTH AVE
    NAPLES,FL341087396     		  PUBLIC CHARITABLE 1,000
    HAVE DREAMS
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    MAINE CENTER FOR MENTAL HEALTH
    832 BUSSE HIGHWAY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    NCH HEALTHCARE FOUNDATION
    PO BOX 234
    NAPLES,FL341013029     		  PUBLIC CHARITABLE 5,000
    SALVATION ARMY THE
    PO BOX 4121
    CAROL STREAM,IL60197     		  PUBLIC CHARITABLE 3,000
    ST PAUL OF THE CROSS
    320 S WASHINGTON ST
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 10,000
    ALEXANDER DAWSON FOUNDATION
    10455 DAWSON DR
    LAFAYETTE,CO80026     		  PUBLIC CHARITABLE 5,000
    BOCA BALLET THEATRE COMPANY
    131-B SE MIZNER BLVD
    BOCA RATON,FL33432     		  PUBLIC CHARITABLE 2,500
    BOCA RATON HISTORICAL SOCIETY
    71 N FEDERAL HIGHWAY
    BOCA RATON,FL33432     		  PUBLIC CHARITABLE 250
    BOCA RATON MUSEUM OF ART
    801 W PALMETTO PARK RD
    BOCA RATON,FL334863599     		  PUBLIC CHARITABLE 250
    BOCA RATON REGIONAL HOSPITAL
    745 MEADOWS RD
    BOCA RATON,FL33486     		  PUBLIC CHARITABLE 2,500
    EVERGREEN COUNTRY DAY SCHOOL
    1093 SWEDE GULCH RD
    EVERGREEN,CO80439     		  PUBLIC CHARITABLE 5,000
    FOUNDERS FUND INC THE
    707 GULF PARK DR
    NAPLES,FL33963     		  PUBLIC CHARITABLE 1,000
    GEORGE SNOW SCHOLARSHIP FOUNDATION
    201 PLAZA REAL
    BOCA RATON,FL33432     		  PUBLIC CHARITABLE 2,500
    KRAVIS CENTER FOR THE PERFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		  PUBLIC CHARITABLE 300
    LEADERSHIP INSTITUTE THE
    1101 N HIGHLAND ST
    ARLINGTON,VA22201     		  PUBLIC CHARITABLE 1,000
    LUTHERAN SOCIAL SERVICES OF IL LSSI
    1001 E TOUHY AVE
    DES PLAINES,IL60018     		  PUBLIC CHARITABLE 10,000
    LYNN UNIVERSITY
    3601 N MILITARY TRAIL
    BOCA RATON,FL33431     		  PUBLIC CHARITABLE 1,000
    NATIONAL SPACE SOCIETY
    1155 15TH STREET
    WASHINGTON,DC20005     		  PUBLIC CHARITABLE 600
    PINE CREST SCHOOL
    2700 ST ANDREWS BLVD
    BOCA RATON,FL33434     		  PUBLIC CHARITABLE 5,000
    PLANETARY SOCIETY THE
    85 SOUTH GRAND AVE
    PASADENA,CA911051602     		  PUBLIC CHARITABLE 600
    PARK RIDGE FINE ARTS
    PO BOX 89A
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 5,000
    WALWORTH COUNTY FAIR FOUNDATION
    PO BOX 286
    ELKHORN,WI53121     		  PUBLIC CHARITABLE 500
    PARK RIDGE CIVIC ORCHESTRA
    PO BOX 717
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 15,000
    RAINBOW HOSPICE
    1550 BISHOP COURT
    MT PROSPECT,IL60056     		  PUBLIC CHARITABLE 500
    PARK RIDGE COMMUNITY FUND
    515 BUSSE HWY
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 1,000
    MAX MCGRAW WILDLIFE FOUNDATION
    PO BOX 9
    DUNDEE,IL60118     		  PUBLIC CHARITABLE 5,500
    JEFFERY S VENDER CHAIR OF ANESTHESIA RESEARCH AND EDUCATION
    1033 UNIVERSITY PLACE
    EVANSTON,IL602013172     		  PUBLIC CHARITABLE 25,000
    NORTH SHORE UNIVERSITY HEALTH SYSTEM FOUNDATION
    1033 UNIVERSITY PL
    EVANSTON,IL60201     		  PUBLIC CHARITABLE 10,000
    NORTH SHORE UNIVERSITY HEALTH SYSTEM FOUNDATION
    1033 UNIVERSITY PL
    EVANSTON,IL60201     		  PUBLIC CHARITABLE 10,000
    ST NORBERT COLLEGE ANNUAL FUND
    100 GRANT ST
    DEPERE,WI54115     		  PUBLIC CHARITABLE 1,000
    PARK RIDGE LIONS CLUB
    PO BOX 200
    PARK RIDGE,IL60068     		  PUBLIC CHARITABLE 200
    Total .................................bullet 3a 328,915
    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....     14 110,553  
    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.....     14 5,846  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 283,524  
    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).. 0 399,923 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13399,923
    (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
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         		Firm's EINbullet
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    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VOGEL CONSULTING GROUP 12,375 0   12,375

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

    TY 2013 DepreciationSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    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
    HARDWARE 2010-12-26 1,931 1,271 200DB 5.000000000000 264 0    
    SOFTWARE 2010-12-26 403 265 200DB 5.000000000000 55 0    
    HARDWARE 2010-10-11 2,450 1,612 200DB 5.000000000000 335 0    

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST ACCT 9538 259,512 341,557
    NORTHERN TRUST ACCT 9542 429,655 558,853
    NORTHERN TRUST ACCT 9541 397,704 489,239
    NORTHERN TRUST ACCT 9540 241,174 366,230
    NORTHERN TRUST ACCT 9537 1,028,405 1,434,958
    NORTHERN TRUST ACCT 2982 - EQUITIES 120,029 227,001
    NORTHERN TRUST ACCT 9536 875,098 1,481,657

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    US Government Securities - End of Year Book Value:

    107,930
    US Government Securities - End of Year Fair Market Value:

    137,906
    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:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NORTHERN TRUST ACCT 2982 - REAL ESTATE AT COST 69,311 106,661
    NORTHERN TRUST ACCT 2982 - COMMODITIES AT COST 206,811 227,713
    GLOBAL EMERGING MARKETS FUND AT COST 500,269 531,556
    NORTHERN TRUST ALPHA STRATGIES AT COST 500,000 557,417
    AURORA OFFSHORE FUND LTD II AT COST 500,000 549,135

    TY 2013 LandEtcSchedule2
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    HARDWARE 1,931 1,535 396  
    SOFTWARE 403 320 83  
    HARDWARE 2,450 1,947 503  


    TY 2013 LegalFeesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KATTEN, MUNCHIN, ROSENMEN 713 0   713


    TY 2013 OtherExpensesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 725 0   0
    USPS 281 0   0
    ANNUAL REPORT FEE 10 0   0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NONDIVIDEND DISTRIBUTION 293 0 293
    TAX REFUNDS 4,732 0 4,732
    SECTION 988 GAIN 821 821 821


    TY 2013 OtherIncreasesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Description Amount
    COST BASIS ADJUSTMENT 2,931


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES 42,314 42,314   0


    TY 2013 TaxesSchedule
    Name:
    THE SIMMS FAMILY FOUNDATION
    C/O VOGEL CONSULTING SC
    EIN: 36-3413327
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 5,193 5,193   0
    IL CHARITY TAX 15 0   0