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
STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
 

Number and street (or P.O. box number if mail is not delivered to street address)130 NORTH WATER STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DECATUR, IL62523
A Employer identification number

37-6135114
B Telephone number (see instructions)

(217) 425-8285
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$5,254,678
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 59,745 49,178  
5a Gross rents.............. 98,556 98,556  
b Net rental income or (loss) 81,533
6a Net gain or (loss) from sale of assets not on line 10 56,839
b Gross sales price for all assets on line 6a 521,143
7 Capital gain net income (from Part IV, line 2)... 56,839
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........ 215,140 204,573  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,182 0   20,182
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,570 0   1,570
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 5,076 554   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,169 17,154   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,997 17,708   21,767
25 Contributions, gifts, grants paid........ 284,602 284,602
26 Total expenses and disbursements. Add lines 24 and 25 328,599 17,708   306,369
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -113,459
b Net investment income (if negative, enter -0-) 186,865
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.......... 25,638 23,294 23,294
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) 837,743 Click to see attachment772,353 787,025
b Investments—corporate stock (attach schedule)........ 814,960 Click to see attachment733,045 933,592
c Investments—corporate bonds (attach schedule)........ 245,735 Click to see attachment299,416 301,609
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 43,475 Click to see attachment27,368 28,691
14 Land, buildings, and equipment: basis bullet2
Less: accumulated depreciation (attach schedule) bullet   2 2 3,180,467
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,967,553 1,855,478 5,254,678
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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,967,553 1,855,478
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,967,553 1,855,478
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,967,553 1,855,478
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 1,967,553
2 Enter amount from Part I, line 27a..................... 2 -113,459
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,384
4 Add lines 1, 2, and 3.......................... 4 1,855,478
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 1,855,478
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 FEDERAL NAT'L MORTGAGE P 2008-02-14 2013-02-25
b FNMA PASS TRUE P 2009-03-09 2013-02-25
c FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-02-25
d PHILLIPS 66 P 2006-12-18 2013-01-03
e PHILLIPS 66 P 2006-12-18 2013-04-03
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-03-25
FNMA PASS THRU INT P 2009-03-09 2013-03-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-03-25
PIMCO EM DEBT P 2011-05-23 2013-03-25
SOUTHERN IL UNIV RES P 2009-05-08 2013-01-04
AMGEN, INC. P 2007-09-07 2013-12-04
AMGEN, INC. P 2007-08-08 2013-12-04
AUTOMATIC DATA PROC P 2003-02-21 2013-12-04
AUTOMATIC DATA PROC P 2007-09-05 2013-12-04
AUTOMATIC DATA PROC P 2008-01-23 2013-12-04
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-04-25
FNMA PASS-THRU P 2009-03-09 2013-04-25
FEDERAL NAT'L MORTGAGE ASSN 5% P 2004-07-19 2013-04-25
AFLAC INC P 2010-10-03 2013-05-10
AMERICNA EXPRESS CO P 2009-01-21 2013-05-10
AMGEN INC P 2007-08-08 2013-05-10
AUTOMATIC DATA PROC P 2008-01-23 2013-05-10
BLACKROCK COM P 2009-01-21 2013-05-10
CHEVRONTEXACO CORP P 2008-03-10 2013-05-10
CISCO SYSTEMS INC P 2008-01-23 2013-05-10
COLGATE PALMOLIVE P 2008-01-23 2013-10-05
CONOCO PHILLIPS P 2006-12-18 2013-10-05
DARDEN RESTAURANTS P 2012-02-04 2013-05-10
DIAGEO PLC P 2009-02-02 2013-05-10
DISNEY P 2008-01-23 2013-10-05
GMO INT'L OPP P 2012-08-16 2013-10-05
GENERAL ELECTRIC P 2001-01-23 2013-10-05
ISHARES MSCI P 2008-01-23 2013-10-05
JOHNSON AND JOHNSON P 2009-09-16 2013-10-05
LILLY (ELI) & CO. P 2008-01-23 2013-10-05
MATTEL, INC. P 2012-09-25 2013-10-05
MCDONALD'S CORP P 2008-01-23 2013-10-05
MEDTRONIC INC P 2008-01-23 2013-10-05
MONSATO P 2011-05-23 2013-10-05
NTT DOCOMO P 2013-01-03 2013-10-05
NIKE P 2008-01-23 2013-10-05
NORTHERN TRUST COMPANY P 2009-09-16 2013-10-05
PEPSICO P 2008-01-23 2013-10-05
PETSMART P 2011-12-16 2013-10-05
PROCTER & GAMBLE P 2008-01-23 2013-10-05
CONGRESS MID CAP GROWTH P 2012-12-13 2013-10-05
SEI CORP P 2009-01-21 2013-10-05
TEMPLETON FOREIGN EQUITY P 2008-03-10 2013-10-05
TEMPLETON FOREIGN EQUITY P 2009-01-21 2013-10-05
US BANCORP DEL P 2010-01-09 2013-10-05
UNITEDHEALTH GROUP P 2013-12-04 2013-10-05
VANGUARD INTERNATIONAL P 2009-09-18 2013-10-05
WAL-MART STORES, INC P 2007-06-27 2013-05-10
WASTE MANAGEMENT INC P 2009-05-03 2013-10-05
WELLS FARGO & CO P 2002-03-05 2013-10-05
ACCENTURE P 2007-09-25 2013-10-05
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-05-28
FNMA PASS-THRU P 2009-03-09 2013-05-28
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-05-28
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-06-25
FNMA PASS-THRU P 2009-03-09 2013-06-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-06-25
GOLDMAN SACHS 4.75% P 2003-09-07 2013-07-15
NORTHERN TRUST COMPANY P 2009-09-16 2013-07-24
NORTHERN TRUST COMPANY P 2010-04-19 2013-07-24
NORTHERN TRUST COMPANY P 2011-05-23 2013-07-24
NORTHERN TRUST COMPANY P 2011-08-30 2013-07-24
NORTHERN TRUST COMPANY P 2011-08-11 2013-07-24
WAL-MART STORES, INC P 2007-06-27 2013-07-24
WAL-MART STORES, INC P 2007-09-07 2013-07-24
WAL-MART STORES, INC P 2008-01-23 2013-07-24
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-07-25
FNMA PASS-THRU P 2009-03-09 2013-07-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-07-25
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-08-26
FNMA PASS-THRU P 2009-03-09 2013-08-26
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-08-26
FEDERAL NAT'L MORTGAGE ASS II P 2008-02-14 2013-09-25
FNMA PASS-THRU P 2009-03-09 2013-09-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-09-25
ISHARES MSCI P 2008-01-23 2013-09-30
ISHARES MSCI P 2008-12-17 2013-09-30
ISHARES MSCI P 2009-01-21 2013-09-30
ISHARES MSCI P 2009-02-02 2013-09-30
ISHARES MSCI P 2009-09-16 2013-09-30
ISHARES MSCI P 2011-08-30 2013-09-30
ISHARES MSCI P 2011-08-11 2013-09-30
JP MORGAN CHASE P 2011-02-03 2013-09-30
CONGRESS MID CAP GROWTH P 2012-12-13 2013-09-30
VANGUARD INTERNATIONAL P 2009-09-18 2013-09-30
AUTOMATIC DATA PROC P 2008-01-23 2013-01-10
SPDR UTILITIES SELECT P 2011-03-10 2013-01-10
SPDR UTILITIES SELECT P 2011-08-11 2013-01-10
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-10-25
FNMA PASS-THRU P 2009-03-09 2013-10-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-10-25
TEVA PHARMA P 2008-01-23 2013-11-04
TEVA PHARMA P 2011-05-23 2013-11-04
TEVA PHARMA P 2011-08-30 2013-11-04
TEVA PHARMA P 2011-08-11 2013-11-04
UPPERR YAMPA P 2008-07-10 2013-11-15
US TREASURY NOTE P 2012-07-24 2013-11-19
US TREASURY NOTE P 2012-10-19 2013-11-19
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-11-25
FNMA PASS-THRU P 2009-03-09 2013-11-25
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-11-25
AFLAC INC P 2010-10-03 2013-12-16
AMERICNA EXPRESS CO P 2009-01-21 2013-12-16
AMGEN, INC. P 2007-08-08 2013-12-16
BECTON, DICKISON & CO P 2010-10-28 2013-12-16
BERKSHIRE HATHAWAYS P 2013-07-24 2013-12-16
BHP BILLITON P 2009-09-16 2013-12-16
BHP BILLITON P 2011-08-11 2013-12-16
BLACKROCK COM P 2009-01-21 2013-12-16
CHEVRONTEXACO CORP P 2008-03-10 2013-12-16
CISCO SYSTEMS INC P 2008-01-23 2013-12-16
COLCAGE PALMOLIVE P 2008-01-23 2013-12-16
CONOCO PHILLIPS P 2006-12-18 2013-12-16
DFA INTERNATIONAL CORE P 2013-02-10 2013-12-16
DWS FLOATING RATE P 2011-05-23 2013-12-16
DANAHER CORP P 2008-01-23 2013-12-16
DARDEN RESTAURANTS P 2012-02-04 2013-12-16
DARDEN RESTAURANTS P 2012-02-04 2013-12-16
DIAGEO PLC P 2009-02-02 2013-12-16
DISNEY P 2008-01-23 2013-12-16
EMC CORP P 2011-02-18 2013-12-16
EBAY INC COM P 2013-01-10 2013-12-16
EXXON MOBILE CORP P 2008-01-23 2013-12-16
GMO INT'L OPP P 2012-08-16 2013-12-16
GENERAL ELECTRIC P 2001-01-23 2013-12-16
GENERAL ELECTRIC P 2008-01-23 2013-12-16
JP MORGAN CHASE P 2013-07-24 2013-12-16
JOHNSON AND JOHNSON P 2009-09-16 2013-12-16
LILLY (ELI) & CO. P 2008-01-23 2013-12-16
LILLY (ELI) & CO. P 2008-01-23 2013-12-16
LILLY (ELI) & CO. P 2009-01-21 2013-12-16
LILLY (ELI) & CO. P 2009-02-02 2013-12-16
MATTEL, INC. P 2012-09-25 2013-12-16
MCDONALD'S CORP P 2008-01-23 2013-12-16
MEDTRONIC INC P 2008-01-23 2013-12-16
MONSATO P 2011-05-23 2013-12-16
NTT DOCOMO P 2013-01-03 2013-12-16
NATIONAL-OILWELL P 2009-01-21 2013-12-16
NIKE P 2008-01-23 2013-12-16
PEPSICO P 2008-01-23 2013-12-16
PETSMART P 2011-12-16 2013-12-16
PROCTER & GAMBLE P 2008-01-23 2013-12-16
CONGRESS MID CAP GROWTH P 2012-12-13 2013-12-16
SEI CORP P 2009-01-21 2013-12-16
SCHLUMBERGER P 2009-01-21 2013-12-16
TEMPLETON FOREIGN EQUITY P 2009-01-21 2013-12-16
US BANCORP DEL P 2010-01-09 2013-12-16
UNITED TECHNOLOGIES CORP P 2008-01-23 2013-12-16
UNITEDHEALTH GROUP P 2013-12-04 2013-12-16
VANGUARD INTERNATIONAL P 2009-09-18 2013-12-16
VANGUARD INTERNATIONAL P 2011-05-23 2013-12-16
WAL-MART STORES, INC P 2008-01-23 2013-12-16
WAL-MART STORES, INC P 2011-01-14 2013-12-16
WASTE MANAGEMENT INC P 2009-03-05 2013-12-16
WELLS FARGO & CO P 2002-05-03 2013-12-16
ACCENTURE P 2007-09-25 2013-12-16
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-12-26
FNMA PASS-THRU P 2009-03-09 2013-12-26
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-12-26
FEDERAL NAT'L MORTGAGE ASSN II P 2008-02-14 2013-12-31
FNMA PASS-THRU P 2009-03-09 2013-12-31
FEDERAL NAT'L MORTGAGE 5% P 2004-07-19 2013-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 890   888 2
b 560   581 -21
c 159   163 -4
d 1,526   808 718
e 1,545   808 737
715   713 2
535   555 -20
130   134 -4
11,650   11,660 -10
65,000   65,000 0
2,539   1,259 1,280
3,202   1,487 1,715
394   185 209
2,169   1,509 660
1,906   1,109 797
810   808 2
447   464 -17
152   156 -4
432   418 14
488   116 372
420   205 215
490   268 222
1,102   416 686
245   159 86
502   540 -38
602   369 233
248   227 21
214   206 8
744   318 426
1,005   412 593
8,780   7,468 1,312
632   1,040 -408
4,556   4,870 -314
427   301 126
381   356 25
1,244   964 280
399   206 193
245   230 15
968   608 360
63   61 2
705   315 390
380   419 -39
331   274 57
277   201 76
314   258 56
5,145   4,450 695
863   383 480
4,012   3,732 280
23   14 9
167   108 59
249   252 -3
4,625   3,894 731
1,178   724 454
165   94 71
605   409 196
727   343 384
813   811 2
517   537 -20
127   131 -4
754   752 2
572   593 -21
120   123 -3
40,000   40,000 0
4,607   4,672 -65
768   748 20
2,717   2,239 478
1,122   737 385
295   204 91
5,918   3,670 2,248
2,103   1,314 789
1,324   837 487
728   726 2
489   507 -18
113   116 -3
697   695 2
491   510 -19
107   110 -3
660   659 1
473   490 -17
109   112 -3
127   133 -6
12,607   9,045 3,562
4,075   2,505 1,570
3,311   1,998 1,313
22,858   20,036 2,822
2,101   1,743 358
3,884   3,222 662
25,000   25,000 0
15,004   11,774 3,230
9,996   7,782 2,214
6,769   3,595 3,174
4,084   3,603 481
824   778 46
545   543 2
341   354 -13
101   104 -3
4,136   5,007 -871
512   689 -177
439   489 -50
183   208 -25
25,000   25,000 0
49,270   51,043 -1,773
24,635   25,198 -563
580   578 2
406   421 -15
111   114 -3
1,264   993 271
1,436   282 1,154
674   308 366
529   382 147
685   700 -15
4,886   5,240 -354
386   481 -95
1,517   520 997
241   159 82
695   765 -70
1,219   701 518
419   340 79
2,785   2,774 11
1,774   1,780 -6
822   404 418
316   309 7
7,069   6,959 110
1,137   477 660
1,552   605 947
6,511   7,465 -954
635   671 -36
391   315 76
13,750   10,946 2,804
458   632 -174
1,427   1,788 -361
908   906 2
1,005   662 343
345   356 -11
3,644   3,765 -121
1,330   1,029 301
2,019   1,527 492
1,491   1,178 313
286   154 132
899   737 162
1,338   810 528
178   169 9
392   121 271
1,615   601 1,014
486   411 75
579   402 177
656   517 139
3,286   2,452 834
1,824   690 1,134
173   77 96
10,876   6,432 4,444
941   519 422
435   276 159
639   568 71
3,949   2,972 977
895   815 80
156   98 58
701   494 207
393   211 182
1,406   819 587
672   343 329
523   521 2
356   370 -14
84   86 -2
543   542 1
420   435 -15
71   73 -2
2,246     2,246
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       2
b       -21
c       -4
d       718
e       737
      2
      -20
      -4
      -10
      0
      1,280
      1,715
      209
      660
      797
      2
      -17
      -4
      14
      372
      215
      222
      686
      86
      -38
      233
      21
      8
      426
      593
      1,312
      -408
      -314
      126
      25
      280
      193
      15
      360
      2
      390
      -39
      57
      76
      56
      695
      480
      280
      9
      59
      -3
      731
      454
      71
      196
      384
      2
      -20
      -4
      2
      -21
      -3
      0
      -65
      20
      478
      385
      91
      2,248
      789
      487
      2
      -18
      -3
      2
      -19
      -3
      1
      -17
      -3
      -6
      3,562
      1,570
      1,313
      2,822
      358
      662
      0
      3,230
      2,214
      3,174
      481
      46
      2
      -13
      -3
      -871
      -177
      -50
      -25
      0
      -1,773
      -563
      2
      -15
      -3
      271
      1,154
      366
      147
      -15
      -354
      -95
      997
      82
      -70
      518
      79
      11
      -6
      418
      7
      110
      660
      947
      -954
      -36
      76
      2,804
      -174
      -361
      2
      343
      -11
      -121
      301
      492
      313
      132
      162
      528
      9
      271
      1,014
      75
      177
      139
      834
      1,134
      96
      4,444
      422
      159
      71
      977
      80
      58
      207
      182
      587
      329
      2
      -14
      -2
      1
      -15
      -2
      2,246
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 56,839
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 125,828 4,790,455 0.026266
2011 192,606 3,917,972 0.049160
2010 119,753 3,464,252 0.034568
2009 164,607 3,211,928 0.051249
2008 158,608 3,345,348 0.047412
2 Total of line 1, column (d) ...................... 2 0.208655
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 0.041731
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 5,291,081
5 Multiply line 4 by line 3....................... 5 220,802
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,869
7 Add lines 5 and 6......................... 7 222,671
8 Enter qualifying distributions from Part XII, line 4.............. 8 306,369
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 1,869
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 1,869
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 1,869
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,600
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 2,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 731
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet731 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBUSEY TRUST COMPANY Telephone no.bullet (217) 425-8285
    Located atbullet130 NORTH WATER STREETDECATURIL ZIP+4bullet62523
    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
    1510,567
    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
    BUSEY BANK TRUSTEE
    1.00
    20,182 0 0
    130 NORTH WATER STREET
    DECATUR,IL62523
    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 TO CONTRIBUTE TO HOSPITALS 284,602
    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
    264,554
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,869
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,869
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    262,685
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    262,685
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    262,685
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 262,685
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 236,949
    b Total for prior years:2011, 20, 20 46,739
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 306,369
    a Applied to 2012, but not more than line 2a 236,949
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    Click to see attachment46,739
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 22,681
    e Remaining amount distributed out of corpus 0
    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 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......
    46,739
    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 ..........
    240,004
    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 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
    DECATUR MEMORIAL HOSPITAL
    2300 NORTH EDWARD
    DECATUR,IL62526
    N/A N/A OPERATIONS 142,301
    ST MARY'S HOSPITAL
    1800 E LAKE SHORE DR
    DECATUR,IL62521
    N/A N/A OPERATIONS 142,301
    Total .................................bullet 3a 284,602
    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 59,745  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 81,533  
    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 56,839  
    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).. 0 198,117 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13198,117
    (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:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,570 0   1,570

    TY 2013 AppliedToPriorYearElection
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Election:
    SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSSTELLA LUPTON TRUST37-6135114130 NORTH WATER STREETDECATUR, IL 62523DECEMBER 31, 2013PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEARS UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/11 IN THE AMOUNT OF $46,739.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ADOBE SYS INC 4.75% 39,260 37,782
    BERKSHIRE HATHAWAY FIN CORP SR 5.4% 43,311 46,009
    CSX CORP NT 3.7% 31,589 30,902
    GENERAL ELEC CAP CORP 4.2% 75,000 75,266
    LOCKHEED MARTIN CORP SR NT 4.5% 27,843 26,883
    MOSAIC CO NEW SR 24,569 24,472
    US BANCORP MTNS BK 2.45% 25,157 25,703
    WACHOVIA CORP GLOBAL MTN 5.75% 32,687 34,592

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACADIAN EMERGING MARKET 32,774 37,318
    ACADIAN EMERGING MARKETS DEBT FUND 11,650 10,163
    ACCENTURE 4,983 11,675
    AFLAC INC 6,812 9,352
    AMERICAN EXPRESS 2,373 10,343
    AMGEN INC 1,863 4,677
    APPLE COMPUTER INC COM 15,822 16,270
    BECTON DICKINSON & CO 5,259 7,624
    BEMENT GRAIN CO 1 1
    BERKSHIRE HATHAWAY CL B NEW 8,632 8,773
    BIOGEN IDEC INC COM 3,578 3,634
    BLACKROCK 4,488 9,811
    BROOKFIELD GLB LISTD REAL ESTATE 12,132 12,330
    CATERPILLAR 4,064 5,267
    CELGENE CORP COM 3,443 3,548
    CHEVRON 4,935 8,119
    CISCO 12,555 14,490
    COHEN & STEERS GLB INFR 12,132 14,364
    COLGATE PALMOLIVE 5,682 10,499
    CONGRESS MID CAP GROWTH INSTL FUND 24,364 33,193
    CONOCO PHILLIPS 4,927 6,147
    DANAHER 3,218 6,639
    DFA EMERGING MARKETS SMALL CAP 17,013 16,682
    DFA INTERNATIONAL CORE EQUITY I 37,244 39,074
    DIAGEO PLC 4,292 10,726
    DREYFUS/THE BOSTON CO SMALL CAP 3,190 6,680
    DWS FLOATING RATE 24,664 24,664
    EBAY INC COM 6,151 6,035
    EMC CORP 3,520 3,420
    EXELON CORP COM 4,885 4,519
    EXPEDITORS 3,208 4,602
    EXPRESS SCRIPTS HLDG CO 5,354 6,041
    EXXON MOBIL 6,464 8,298
    FARM COOP DALTON 3RD 1 1
    FARM GR CHESTNUT 2 13
    FARM GR DALTON CITY 1 1
    GENERAL ELECTRIC 8,883 14,772
    GMO INT'L OPP EQUITY ALLOC 69,828 88,633
    GOLDMAN SACHS EM DEBT 33,841 35,265
    GOOGLE INC CL A 6,434 6,724
    HOME DEPOT 6,982 7,246
    IBM 7,102 12,380
    ISHARES RUSSELL 2000 INDEX 4,695 8,075
    JOHNSON & JOHNSON 7,062 10,624
    MATTEL INC COM 7,603 10,135
    MCDONALDS 5,821 9,703
    MEDTRONIC 5,691 8,551
    MONSANTO 5,740 9,907
    NATIONAL-OILWELL 3,013 9,941
    NIKE INC 3,378 9,280
    NTT DOCOMO INC 7,388 7,776
    ORACLE 6,134 11,516
    PEPSICO INC 6,109 9,621
    PETSMART INC 4,930 7,130
    PIMCO COMMODITY REAL RETURN 17,284 12,389
    PIMCO EM DEBT - LOCAL CURRENCY 23,703 20,377
    PIMCO HIGH YIELD BOND 25,834 26,932
    PROCTER AND GAMBLE 7,467 9,606
    SCHLUMBERGER 4,291 9,732
    SEI INVESTMENTS 4,589 10,454
    STARBUCKS 2,600 2,665
    TEMPLETON FOREIGN 30,630 39,452
    THIRD AVENUE GLOBAL REIT 9,231 13,236
    UNITED TECHNOLOGIES 3,804 6,259
    UNITEDHEALTH GROUP INC 4,793 5,723
    US BANCORP 4,998 8,969
    VANGUARD INTL EXPLORER 44,284 51,588
    WALMART 5,987 8,577
    WALT DISNEY 3,522 9,474
    WASTE MANAGEMENT 3,225 5,878
    WELLS FARGO & CO 6,043 9,806
    WILLIAM BLAIR EMERGING MKTS SMALL CAP 17,008 18,328
    XEROX CORP COM 2,666 2,811
    JP MORGAN CHASE & CO 8,776 9,064

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    US Government Securities - End of Year Book Value:

    491,353
    US Government Securities - End of Year Fair Market Value:

    498,136
    State & Local Government Securities - End of Year Book Value:


    281,000
    State & Local Government Securities - End of Year Fair Market Value:


    288,889


    TY 2013 InvestmentsOtherSchedule2
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERAL NATL MORTG ASSN FNMA 5.0% AT COST 177 183
    FNMA PASS-THRU INT 4.5% AT COST 12,433 12,758
    FEDERAL NATL MORTG ASSN II POOL AT COST 14,758 15,750

    TY 2013 OtherExpensesSchedule
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 15 0   15
    INVESTMENT EXPENSE 131 131   0
    INSURANCE 721 721   0
    MANAGEMENT FEES 6,917 6,917   0
    REAL ESTATE TAXES 8,473 8,473   0
    REPAIRS 340 340   0
    CUSTOM HIRE 572 572   0


    TY 2013 OtherIncreasesSchedule
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Description Amount
    ROUNDING ADJUSTMENT 3
    RETURN OF CO-OP CAPITAL 1,381


    TY 2013 TaxesSchedule
    Name:
    STELLA LUPTON TRUST BUSEY TRUST COMPANY TRUSTEE
    EIN: 37-6135114
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 554 554   0
    INDIRECT TAXES/LICENSES 4,522 0   0