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
OWEN L COON FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)227 WEST MONROE STREET NO 4700   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606065096
A Employer identification number

36-6066907
B Telephone number (see instructions)

(312) 984-7656
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,188,928J 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 194 194  
4 Dividends and interest from securities...... 257,375 257,375  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 273,461
b Gross sales price for all assets on line 6a 2,357,681
7 Capital gain net income (from Part IV, line 2)... 273,461
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........ 531,030 531,030  
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 12,705 6,353   6,352
b Accounting fees (attach schedule)....... Click to see attachment 17,500 8,750   8,750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,393 2,846   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 51,476 12,869   38,607
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 46,948 45,516   1,432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,022 76,334   55,141
25 Contributions, gifts, grants paid........ 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 536,022 76,334   455,141
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,992
b Net investment income (if negative, enter -0-) 454,696
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.......... 223,285 230,758 230,758
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........... 1,022 1,893 1,893
10a Investments—U.S. and state government obligations (attach schedule) 391,567 Click to see attachment373,608 373,608
b Investments—corporate stock (attach schedule)........ 5,195,085 Click to see attachment5,970,821 5,970,821
c Investments—corporate bonds (attach schedule)........ 1,699,476 Click to see attachment1,611,847 1,611,847
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1 Click to see attachment1 Click to see attachment1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,510,436 8,188,928 8,188,928
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 1,184,020 830,762
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).......... 1,184,020 830,762
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 6,326,416 7,358,166
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,326,416 7,358,166
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,510,436 8,188,928
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 6,326,416
2 Enter amount from Part I, line 27a..................... 2 -4,992
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,036,742
4 Add lines 1, 2, and 3.......................... 4 7,358,166
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 7,358,166
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 2400 ABBOTT LABS P 2012-06-25 2013-01-17
b 925 ACCENTURE P 2013-02-09 2013-07-03
c 4 APPLE P 2013-07-03 2013-12-16
d 210 AUTOMATIC DATA PROCESSING P 2013-03-15 2013-05-15
e 65 AUTOMATIC DATA PROCESSING P 2013-03-15 2013-10-29
575 AUTOMATIC DATA PROCESSING P 2013-03-15 2013-12-09
1265 BRISTOL MYERS SQUIBB P   2013-06-07
620 CANADIAN IMPERIAL BK OF COMMERCE P 2012-06-25 2013-03-15
120 CISCO SYSTEMS P 2013-03-15 2013-12-16
1265 CRESCENT PT ENERGY CORP P   2013-01-17
855 DIGITAL REALTY TRUST INC P   2013-05-15
85 HCP INC P 2013-03-15 2013-12-16
155 HEALTH CARE REIT INC P 2013-05-15 2013-10-29
1585 HJ HEINZ CO P   2013-02-19
1505 HJ HEINZ CO P   2013-03-15
95 JOHNSON & JOHNSON P 2013-01-24 2013-10-29
85 KRAFT FOODS P 2013-03-15 2013-10-29
70 MICROSOFT P 2013-01-17 2013-12-16
60 PAYCHEX INC P 2013-06-02 2013-12-16
1045 PRAXAIR INC P 2012-06-25 2013-05-07
40 QUALCOMM INC P 2013-05-07 2013-12-16
2785 RPM INTERNATIONAL INC P 2012-06-25 2013-02-19
80 US BANCORP P 2013-08-22 2013-12-16
965 UNITED TECHNOLOGIES CORP P   2013-01-17
55 VENTAS INC P 2013-05-15 2013-10-29
1045 VERMILION ENERGY INC P 2013-06-25 2013-01-17
215 ABBVIE INC P 2012-06-25 2013-10-29
345 ALTRIA GROUP INC P 2012-07-09 2013-10-29
1400 ANALOG DEVICES INC P 2012-06-25 2013-06-22
65 ANALOG DEVICES INC P 2012-06-25 2013-10-29
180 ARTHUR J GALLAGHER INC P 2012-08-31 2013-10-29
250 AT&T P   2013-10-29
285 AUTOMATIC DATA PROCESSING P   2013-12-10
1600 BANK OF NOVA SCOTIA P   2013-07-03
50 BAXTER INTL INC P 2012-08-16 2013-12-16
220 BCE INC P 2012-06-25 2013-10-29
335 BLACKROCK INC P   2013-08-02
10 BLACKROCK INC P 2012-06-25 2013-10-29
70 BRISTOL-MYERS SQUIBB P 2012-06-25 2013-10-29
185 COCA COLA CO P 2012-06-25 2013-10-29
905 DIGITAL REALTY TRUST INC P 2012-06-25 2013-08-02
255 EMERSON ELECTRIC CO P   2013-10-29
110 GENERAL ELECTRIC CO P 2012-10-02 2013-12-16
515 GENUINE PARTS COMPANY P 2012-06-25 2013-09-13
60 GLAXO SMITHKLINE PLC ADR P 2012-06-25 2013-10-29
355 INTEL CORP P 2012-06-25 2013-10-29
3120 KINDER MORGAN INC P   2013-09-13
1625 KINDER MORGAN INC P 2012-06-25 2013-12-09
300 MATTEL INC P 2012-07-05 2013-10-29
105 MCDONALDS CORP P 2012-07-09 2013-07-23
125 MCDONALDS CORP P   2013-10-29
40 MCDONALDS CORP P 2012-06-25 2013-12-16
115 MERCK AND CO INC P 2012-07-05 2013-10-29
2495 NATIONAL RETAIL PROPERTIES INC P   2013-08-22
55 NEXTERA ENERGY INC P 2012-06-25 2013-10-29
45 NOVARTIS AG ADR P 2012-06-28 2013-10-29
305 ONEOK INC P   2013-10-29
160 PHILIP MORRIS P   2013-10-29
45 PROCTOR & GAMBLE CO P 2012-06-28 2013-10-29
95 REALTY INCOME CORP P 2012-06-25 2013-10-29
245 SOUTHERN CO P 2012-08-01 2013-10-29
2710 SOUTHERN CO P   2013-11-18
930 UNITED TECHNOLOGIES CORP P   2013-08-22
205 WILLIAMS COS INC P 2012-07-11 2013-07-23
260 WILLIAMS COS INC P 2012-07-11 2013-10-29
60000 HJ HEINZ CO 1.5% 3/1/17 P 2012-08-09 2013-06-25
30000 PITNEY BOWES INC 3.875% 6/15/13 P 2012-06-27 2013-06-15
50000 AIRGAS 2.850% 10/1/13 P 2013-07-06 2013-10-01
44655.2 US TREASURY IPS 1.75% 1/15/28 P 2012-06-29 2013-10-31
34642.19 US TREASURY IPS 1.750% 1/15/28 P 2012-06-29 2013-12-02
1195 BRISTOL-MYERS SQUIBB P 2012-06-25 2013-11-18
NORTHERN TRUST SETTLEMENT P   2013-12-31
1999 COMPUTER P   2013-07-31
2004 COMPUTER P   2013-07-31
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 78,742   71,548 7,194
b 66,712   68,819 -2,107
c 2,809   2,099 710
d 15,004   13,573 1,431
e 4,922   4,201 721
45,277   37,165 8,112
59,517   43,760 15,757
49,793   43,313 6,480
2,455   2,578 -123
48,942   45,010 3,932
54,560   63,211 -8,651
3,061   4,735 -1,674
10,094   13,197 -3,103
114,302   85,934 28,368
109,080   79,998 29,082
8,820   6,953 1,867
4,711   4,258 453
2,583   1,917 666
2,579   2,423 156
119,321   108,743 10,578
2,916   2,551 365
87,704   71,714 15,990
3,140   2,988 152
83,258   71,399 11,859
3,631   4,467 -836
53,524   42,589 10,935
10,782   6,951 3,831
12,889   12,092 797
66,103   51,772 14,331
3,163   2,404 759
8,543   6,419 2,124
9,107   8,826 281
22,442   15,758 6,684
84,305   81,560 2,745
3,301   2,967 334
9,581   8,829 752
95,534   56,416 39,118
3,086   1,669 1,417
3,749   2,391 1,358
7,350   6,918 432
49,530   66,361 -16,831
17,087   11,398 5,689
2,963   2,511 452
41,060   31,096 9,964
3,158   2,753 405
8,705   9,251 -546
109,511   97,563 11,948
54,323   50,131 4,192
13,419   9,846 3,573
10,198   9,412 786
11,960   11,115 845
3,820   3,526 294
5,243   4,791 452
77,074   68,276 8,798
4,719   3,681 1,038
3,556   2,455 1,101
17,363   12,965 4,398
14,451   14,032 419
3,710   2,689 1,021
4,063   4,085 -22
10,368   11,836 -1,468
114,449   125,586 -11,137
95,614   68,370 27,244
7,108   5,945 1,163
9,654   7,540 2,114
55,950   60,317 -4,367
30,000   30,825 -825
50,000   51,219 -1,219
50,042   56,159 -6,117
37,517   43,562 -6,045
61,972   40,809 21,163
88     88
  2,525 2,525 0
  689 689 0
1,614     1,614
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       7,194
b       -2,107
c       710
d       1,431
e       721
      8,112
      15,757
      6,480
      -123
      3,932
      -8,651
      -1,674
      -3,103
      28,368
      29,082
      1,867
      453
      666
      156
      10,578
      365
      15,990
      152
      11,859
      -836
      10,935
      3,831
      797
      14,331
      759
      2,124
      281
      6,684
      2,745
      334
      752
      39,118
      1,417
      1,358
      432
      -16,831
      5,689
      452
      9,964
      405
      -546
      11,948
      4,192
      3,573
      786
      845
      294
      452
      8,798
      1,038
      1,101
      4,398
      419
      1,021
      -22
      -1,468
      -11,137
      27,244
      1,163
      2,114
      -4,367
      -825
      -1,219
      -6,117
      -6,045
      21,163
      88
      0
      0
      1,614
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 2 273,461
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 458,176 7,564,230 0.060571
2011 381,977 7,603,522 0.050237
2010 411,526 7,283,377 0.056502
2009 357,796 6,583,213 0.054350
2008 389,201 7,299,394 0.053320
2 Total of line 1, column (d) ...................... 2 0.274980
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 0.054996
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,915,089
5 Multiply line 4 by line 3....................... 5 435,298
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,547
7 Add lines 5 and 6......................... 7 439,845
8 Enter qualifying distributions from Part XII, line 4.............. 8 455,141
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,547
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,547
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,547
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 6,440
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,440
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 3,893
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet3,893 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 ofbulletHEGRE MCMAHON SCHIMMEL LLC Telephone no.bullet (312) 345-6200
    Located atbullet600 ENTERPRISE DRIVE SUITE 109OAKBROOKIL ZIP+4bullet60523
    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
     
    No
    .........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
    RICHARD O BRIGGS PRESIDENT
    2.00     		0 0 0
    21515 HAWTHORNE BLVD SUITE 840
    TORRANCE,CA90503
    OWEN L COON III DIRECTOR
    0.00     		0 0 0
    801 EAST LEWIS
    LIVINGSTON,MT59047
    BARBARA A COON DIRECTOR
    0.00     		0 0 0
    801 EAST LEWIS
    LIVINGSTON,MT59047
    DAVID A HERPE TREASURER
    1.00     		0 0 0
    227 WEST MONROE STREET 3100
    CHICAGO,IL60606
    ELEANOR C BRIGGS DIRECTOR
    0.00     		0 0 0
    5055 OUTLOOK BLVDC/O PRIMROSE
    RETIREMENT COMMUNITY
    PUEBLO,CO81008
    JEANNE BRIGGS LATKA ASST TREASURER/DIRECTOR
    1.00     		0 0 0
    229 MIDWAY AVE
    PUEBLO,CO81004
    TOM LATKA DIRECTOR
    0.50     		0 0 0
    229 MIDWAY AVE
    PUEBLO,CO81004
    MARY ELLEN SEGALL DIRECTOR
    0.50     		0 0 0
    7201 34TH AVENUE NW
    SEATTLE,WA98117
    KIMBERLY SEGALL DIRECTOR
    0.50     		0 0 0
    2422 WEST CROCKETT STREET
    SEATTLE,WA98199
    ROSE LATKA DIRECTOR
    0.50     		0 0 0
    580 VIRIDIAN DRIVE 316
    LAFAYETTE,CO80026
    SARA SCHULZ BRIGGS DIRECTOR
    0.50     		0 0 0
    905 VIA MIROLA
    PALOS VERDES ESTATES,CA90274
    LOREN A HANSEN DIRECTOR
    1.00     		0 0 0
    1410 N STATE PARKWAY 27A
    CHICAGO,IL60610
    PARIS LATKA DIRECTOR
    0.50     		0 0 0
    1154 JAY STREET
    BOULDER,CO80302
    WILLIAM SEGALL FIRST VP/DIRECTOR
    0.50     		0 0 0
    2422 WEST CROCKETT STREET
    SEATTLE,WA98199
    ERIK R SEGALL DIRECTOR
    0.50     		0 0 0
    117 LAMAR STREET
    PUEBLO,CA81004
    ELIZABETH COON MARTIN SECRETARY/DIRECTOR
    1.00     		0 0 0
    132 E DELAWARE PLACE 5303
    CHICAGO,IL60611
    SUSANNE COON BERNER DIRECTOR
    0.50     		0 0 0
    71 WARRINGTON COURT
    LAKE BLUFF,IL60044
    PHILIP R BRIGGS DIRECTOR
    0.50     		0 0 0
    21515 HAWTHORNE BLVD SUITE 840
    TORRANCE,CA90503
    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
    395,754
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,547
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,547
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    391,207
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    391,207
    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
    391,207
    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 7 391,207
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 139,003
    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.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 455,141
    a Applied to 2012, but not more than line 2a 139,003
    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..... 316,138
    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......     		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 ..........     		75,069
    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
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208     		N/A PUBLIC OWEN L COON DEBATE TOURNAMENT 40,000
    NORTHSHORE UNIVERSITY HEALTHSYSTEM
    2650 RIDGE AVENUE
    EVANSTON,IL60201     		N/A PUBLIC OWEN L. COON CHAIR IN FAMILY MEDICINE 360,000
    Total .................................bullet 3a 400,000
    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 ............     		    14 194  
    4 Dividends and interest from securities....     14 257,375  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 273,461  
    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).. 0 531,030 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13531,030
    (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:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HEGRE, MCMAHON & SCHIMMEL, LLC 17,500 8,750   8,750

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 AIRGAS, 2.85%, 10.01.13 0 0
    50,000 AMERICAN EXPRESS CREDIT, 2.735%, 3.24.17 51,394 51,394
    50,000 AMGEN, 3.875%, 11.15.21 51,360 51,360
    50,000 ANHEUSER BUSCH, 2.875%, 2.15.16 52,050 52,050
    30,000 APACHE CORP, 3.25%, 4.15.22 29,558 29,558
    65,000 BANK NOVA SCOTIA, 1.85%, 1.12.15 65,985 65,985
    75,000 BRISTOL MEYERS SQUIBB, 0.875%, 8.1.17 73,101 73,101
    30,000 BROADCOM CORP, 2.7%, 11.1.08 30,358 30,358
    50,000 CANADIAN IMPERIAL BANK, 2.35%, 12.11.15 51,638 51,638
    40,000 DIAGEO FINANCE, 3.25%, 1.15.15 41,148 41,148
    75,000 DR. PEPPER SNAPPLE GROUP, 2.6%, 1.15.19 75,401 75,401
    30,000 EOG RESOURCES, 4.4%, 6.1.20 32,331 32,331
    45,000 ESTEE LAUDER, 5.75%, 10.15.33 48,644 48,644
    50,000 GENERAL ELECTRIC CAPITAL, 3.20.14 50,012 50,012
    50,000 HCP, INC., 2.7%, 2.1.14 50,078 50,078
    60,000 HJ HEINZ, 1.5%, 3.1.17 0 0
    50,000 IBM CORP, 5.875%, 11.29.32 57,681 57,681
    40,000 JOHN DEERE CAPITAL, 2.25%, 6.7.16 41,289 41,289
    50,000 JP MORGAN CHASE, 4.75%, 3.1.15 52,311 52,311
    40,000 LOWES COMPANIES, 3.12%, 4.15.22 38,785 38,785
    30,000 MARSH MCLENNAN, 2.3%, 4.1.17 30,213 30,213
    40,000 MERCK CO., 2.25%, 1.15.16 41,320 41,320
    50,000 PHILLIP MORRIS, 2.5%, 5.16.16 51,889 51,889
    30,000 PITNEY BOWES, 3.875%, 6.15.13 0 0
    75,000 PRAXIAR, 2.45%, 2.15.22 68,946 68,946
    30,000 ROPER INDUSTRIES, 6.25%, 9.1.19 34,407 34,407
    75,000 TEVA PHA FIN, 3.65%, 11.10.21 73,562 73,562
    80,000 TJX COS, 6.95%, 4.15.19 95,821 95,821
    40,0000 UNION PACIFIC, 2.95%, 1.15.23 36,969 36,969
    60,000 US BANCORP, 2.2%, 11.15.16 61,962 61,962
    70,000 WASTE MANAGEMENT, 5.0%, 3.15.14 70,603 70,603
    50,000 WELLS FARGO, 2.1%, 5.8.17 50,932 50,932
    50,000 AT&T INC 2.375% 11.27.18 50,043 50,043
    50,000 MATTEL INC 3.875 11.15.21 52,056 52,056

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,400 ABBOTT LABORATORIES 0 0
    3,305 ALTRIA GROUP 126,879 126,879
    1,740 ANALOG DEVISES 88,618 88,618
    2,145 ARTHUR J. GALLAGHER CO. 100,665 100,665
    2,330 AT&T INC. 81,923 81,923
    1,450 AUTOMATIC DATA PROCESSING 117,159 117,159
    1,600 BANK OF NOVA SCOTIA 0 0
    1,365 BAXTER INTL 94,936 94,936
    2,400 BCE, INC. 103,896 103,896
    260 BLACKROCK, INC. 82,282 82,282
    1,875 BRISTON MYERS SQUIBB 99,656 99,656
    620 CANADIAN IMPERIAL BANK OF COMMERCE 0 0
    1,440 CHEVRON CORPORATION 179,870 179,870
    7.050 CISCO SYS INC. 158,132 158,132
    2,955 COCA COLA COMPANY 122,071 122,071
    1,265 CRESCENT PT ENERGY CORP 0 0
    1,760 DIGITAL REALTY TRUST, INC. 0 0
    2,400 EMERSON ELECTRIC 168,432 168,432
    7,475 GENERAL ELECTRIC 209,524 209,524
    1,055 GENUINE PARTS 87,765 87,765
    1,050 GLAXO SMITHKLINE 104,111 104,111
    2,995 HCP, INC. 108,778 108,778
    2,070 HEALTH CARE REIT, INC. 110,890 110,890
    3,090 HJ HEINZ CO. 0 0
    7,450 INTEL CORP 193,365 193,365
    2,355 JOHNSON & JOHNSON 215,694 215,694
    2,010 KIMBERLY CLARK CO. 209,965 209,965
    4,745 KINDER MORGAN, INC. 0 0
    3,145 KRAFT FOODS 169,547 169,547
    3,260 MATTEL, INC. 155,111 155,111
    2,200 MCDONALDS CORP 213,466 213,466
    2,810 MERCK AND CO. INC. 140,640 140,640
    2,495 NATIONAL RETAIL PROPERTIES, INC. 0 0
    680 NEXTERA ENERGY INC. 58,222 58,222
    1,760 NOVARTIS 141,469 141,469
    3,280 ONEOK, INC. 203,950 203,950
    1,730 PHILIP MORRIS INTL 150,735 150,735
    1,740 PROCTER & GAMBLE 141,653 141,653
    1,190 REALTY INCOME CORP. 44,423 44,423
    2,785 RPM INTERNATIONAL, INC. 0 0
    2,955 SOUTHERN CO. 0 0
    1,895 UNITED TECHNOLOGIES CORP. 0 0
    1,000 US BANKCORP, PREFERRED VARIABLE SER G 27,370 27,370
    1,045 VERMILLION ENERGY, INC. 0 0
    4,570 WILLIAMS COS., INC. 176,265 176,265
    1,000 PNC FINANCIAL SERVICES PFD VARIABLE SER P 25,250 25,250
    3,240 ABBVIE INC 171,104 171,104
    205 APPLE INC 115,009 115,009
    2,155 VULLEN FROST BANKERS INC 160,397 160,397
    1,150 LOCKHEED MARTIN CORP 170,959 170,959
    4,175 MICROSOFT 156,187 156,187
    1,860 PAYCHEX INC 84,686 84,686
    2,050 QUALCOMM INC 152,213 152,213
    4,265 SPECTRA ENTERGY 151,919 151,919
    695 TUPPERWARE BRANDS CORP 65,698 65,698
    4,265 US BANCORP 172,306 172,306
    760 VENTAS INC 43,533 43,533
    2,760 WISCONSIN ENERGY CORPORATION 114,098 114,098

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    US Government Securities - End of Year Book Value:

    373,608
    US Government Securities - End of Year Fair Market Value:

    373,608
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2013 LegalFeesSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MCDERMOTT, WILL & EMERY 12,705 6,353   6,352


    TY 2013 OtherAssetsSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL RIGHTS 1 1 1


    TY 2013 OtherExpensesSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 682 0   682
    INVESTMENT FEES 45,516 45,516   0
    ANNUAL DUES AND FILING FEES 750 0   750


    TY 2013 OtherIncreasesSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Description Amount
    MARKET VALUE ADJUSTMENTS OF INVESTMENTS 683,483
    GRANTS PAID THIS YEAR, ACCRUED ON BOOKS IN PRIOR YEAR 353,259


    TY 2013 TaxesSchedule
    Name:
    OWEN L COON FOUNDATION
    EIN: 36-6066907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 4,547 0   0
    FOREIGN TAXES 2,846 2,846   0