Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
The Byers Foundation Ltd
 

Number and street (or P.O. box number if mail is not delivered to street address)414 N Main Street   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Thiensville, WI53092
A Employer identification number

39-1743977
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,752,209J 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) 1,466,383
2 Check bullet
3 Interest on savings and temporary cash investments 21,457 21,457 21,457
4 Dividends and interest from securities...... 107,481 107,481 107,481
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 302,857
b Gross sales price for all assets on line 6a 3,846,141
7 Capital gain net income (from Part IV, line 2)... 302,857
8 Net short-term capital gain......... 153,286
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........ 1,898,178 431,795 282,224
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,290 2,290 2,290 2,290
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 21,873 21,873 21,873 21,873
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,372 1,372 1,372 1,372
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,535 25,535 25,535 25,535
25 Contributions, gifts, grants paid........ 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 125,535 25,535 25,535 125,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,772,643
b Net investment income (if negative, enter -0-) 406,260
c Adjusted net income (if negative, enter -0-)... 256,689
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.......... 17,468    
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)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,340,996 Click to see attachment7,149,338 7,752,209
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,358,464 7,149,338 7,752,209
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.................... 5,358,464 7,149,338
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).................... 5,358,464 7,149,338
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,358,464 7,149,338
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,358,464
2 Enter amount from Part I, line 27a..................... 2 1,772,643
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 18,231
4 Add lines 1, 2, and 3.......................... 4 7,149,338
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,149,338
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 21276596 shs AQR Managed Futures P 2012-10-31 2013-06-18
b 95 shs Bunge Limited Com P 2012-12-11 2013-10-30
c 80 shs CVS Caremark Corp P 2012-11-19 2013-10-30
d 215 shs CVS Caremark Corp P 2012-12-14 2013-10-30
e 1400 shs SPDR Gold Tr P 2013-01-14 2013-06-20
250 shs SPDR Gold Tr Gold Shs P 2013-01-22 2013-06-20
1765 shs TD Ameritrade Hldg Corp P 2012-12-17 2013-11-21
3450 shs Vanguard Intl Equity Inde P 2013-01-22 2013-06-20
210 shs Bunge Limited Com Stk P 2012-10-25 2013-10-30
160 shs CVS Caremark Corp P 2012-10-17 2013-10-30
85000 shs American Express P 2012-11-14 2013-07-15
50000 shs AT&T Glbl P 2012-11-05 2013-06-24
50000 shs BB&T Corporation P 2012-10-01 2013-06-14
50000 shs Bottling Group LLC P 2012-09-19 2013-07-17
Fedl Home Ln Mtg Crpser P 2013-07-17 2013-10-15
Fedl Natl Mtg Assn Ser 2007-W02 P 2013-07-19 2013-07-25
Fedl Natl Mtg Assn Ser 2012-094 P 2013-07-17 2013-10-25
Fedl Natl Mtg Assn Ser 2013-054 P 2013-07-17 2013-11-25
FHLMC Remic Series Ser 4203 P 2013-07-17 2013-12-15
FNMA Remic Trust Ser 2012-94 P 2013-07-17 2013-12-25
FNMA Remic Trust Ser 2013-54 P 2013-07-17 2013-12-25
50000 shs JPMorgan Chase & Co P 2012-11-06 2013-06-14
50000 shs Metlife Inc Nts P 2012-10-09 2013-06-20
NCUA GUarn Nts Tr Ser 2010-R3 P 2013-07-29 2013-08-06
50000 shs PNC Funding Corp P 2012-10-02 2013-07-29
15000 shs Principal Life Income Fu P 2013-07-18 2013-11-08
50000 shs Procter & Gamble Co Note P 2012-09-19 2013-06-18
50000 shs Prudential Finl Inc Mtns P 2012-09-24 2013-08-06
50000 shs United Technologies Corp P 2012-09-27 2013-07-26
50000 shs Walt Disney Company P 2012-09-27 2013-07-26
320 shs ABM Inds Inc P 2012-09-11 2013-02-12
638 shs Amtrust Finl Svcs P 2012-09-11 2013-08-19
370 shs Blount Intl Inc P 2012-09-11 2013-02-13
1660 shs Calamos Asset Mgmt P 2013-03-27 2013-04-04
80 shs Columbia Bkg Sys Inc P 2012-09-11 2013-02-15
360 shs Community Tr Bancorpinc P 2012-11-20 2013-10-04
390 shs Dime Community Bancshares P 2012-09-11 2013-06-04
670 shs Exact Sciences Corp P 2012-09-11 2013-01-29
530 shs Examworks Group Inc P 2012-09-11 2013-01-29
410 shs Gencorp Inc P 2013-03-27 2013-06-10
750 shs Glatfelter P 2013-03-27 2013-04-30
890 shs Gordmans Stores Com P 2012-09-11 2013-04-16
940 shs Grand Canyon Ed Inc P 2013-03-27 2013-05-21
60 shs Greatbatch Inc P 2013-06-27 2013-11-15
1160 shs Hi-Tech Pharmacal Inc P 2013-03-18 2013-10-17
30 shs Innophos Hldgs Inc P 2013-02-14 2013-03-18
800 shs Investors Real Estate Trust P 2012-09-11 2013-04-23
689 shs John Bean Technologies Corp P 2013-06-27 2013-07-29
560 shs Kforce Inc P 2012-09-11 2013-02-08
300 shs Koppers Hldgs Inc P 2013-03-27 2013-11-11
980 shs Lender Processing Svcs Inc P 2013-01-29 2013-11-14
120 shs Life Time Fitness Inc P 2012-09-11 2013-02-04
1630 shs Liquidity Svcs Inc Com P 2013-10-04 2013-12-09
1020 shs Live Nation Entertainment P 2013-03-27 2013-04-12
810 shs LMI Aerospace Inc P 2012-09-11 2013-08-13
250 shs Matson Inc Con P 2013-03-27 2013-06-21
2520 shs Meadowbrook Insurance Grp P 2012-09-11 2013-08-06
420 shs Merit Med Sys P 2012-09-11 2013-02-22
1100 shs Myriad Genetics Inc P 2013-10-25 2013-12-05
600 shs Pericom Semiconductor Corp P 2012-09-11 2013-01-08
50 shs Preformed Line Prodsco P 2013-03-27 2013-04-05
440 shs Sapient Corp P 2012-09-11 2013-03-18
370 shs Scansource Inc P 2012-09-11 2013-01-14
140 shs Schweitzer-Mauduit P 2013-06-25 2013-10-14
880 shs Steinway Musical Instrument P 2013-05-28 2013-10-21
40 shs Stepan Co DE P 2012-09-11 2013-03-15
200 shs Super Micro Computer P 2012-09-11 2013-01-25
430 shs Synnex Corp P 2013-03-27 2013-06-13
530 shs True Religion Apparel P 2012-09-11 2013-02-07
70 shs Unifirst Corp P 2013-03-27 2013-05-10
350 shs Urstadt Biddle Pptys P 2013-03-27 2013-09-16
610 shs Valassis Commns P 2013-03-27 2013-07-25
220 shs Volcano Corp Com P 2012-09-11 2013-02-22
110 shs Community Tr Bancorping P 2012-09-11 2013-10-04
340 shs Glatfelter P 2012-09-11 2013-10-21
170 shs Grand Canyon Ed P 2012-09-11 2013-09-25
230 shs Greatbatch Inc P 2012-09-11 2013-11-15
160 shs Koppers Hldgs Inc P 2012-09-11 2013-11-11
220 shs Lakeland Fin Corp P 2012-09-11 2013-11-15
240 shs Lender Processing Svcs Inc P 2012-09-11 2013-11-14
300 shs Urstadt Biddle Pptys P 2012-09-11 2013-09-16
220 shs Valassis Commns Inc P 2012-09-11 2013-10-18
300 shs AGL Res Inc P 2013-04-29 2013-11-29
1120 shs Altria Group Inc P 2013-03-28 2013-11-04
310 shs American Finl Grp P 2012-09-12 2013-03-11
5000 shs American Realty Capital P 2012-10-10 2013-01-28
18 shs Apple Inc P 2012-12-06 2013-11-04
295 shs AT&T Inc P 2013-05-29 2013-11-04
1630 shs Cardinal Health Inc P 2013-05-02 2013-11-04
380 shs Cisco Sys P 2013-06-25 2013-11-04
85 shs Duke Energ Corp P 2013-06-25 2013-11-04
970 shs Glaxosmithkline Adr P 2012-12-18 2013-11-04
55 shs Intel Corp P 2013-06-25 2013-11-04
55 shs Intl Business Mach P 2012-10-25 2013-06-15
2155 shs Kinder Morgan Inc P 2012-09-14 2013-03-12
320 shs Leggett & Platt P 2013-06-25 2013-11-04
810 shs Microchip Tech P 2013-05-03 2013-11-04
890 shs Microsoft Corp P 2012-09-27 2013-07-19
2090 shs Molex Inc P 2013-02-28 2013-10-01
625 shs Noble Corporation P 2013-09-25 2013-11-04
165 shs Novartis AG ADR P 2012-12-17 2013-11-04
1780 shs Peoples UTD Finl P 2013-06-25 2013-11-04
570 shs Pfizer Inc P 2013-05-16 2013-11-04
50 shs Procter & Gamble Co P 2013-06-25 2013-11-04
815 shs Realty Income Corp P 2012-10-10 2013-04-30
555 shs Ryman Hospitality P 2013-05-07 2013-11-04
295 shs Sempra Energy P 2012-10-08 2013-05-02
665 shs Sysco Corp P 2012-11-06 2013-08-12
225 shs Verizon Communications P 2013-06-25 2013-11-04
2250 shs AGL Res Inc P 2012-10-15 2013-11-04
35 shs Apple Inc P 2012-10-09 2013-11-04
275 shs AT&T Inc P 2012-10-15 2013-11-04
540 shs Cisco Sys Inc P 2012-09-27 2013-11-04
1330 shs Duke Energ Corp P 2012-09-12 2013-11-04
840 shs Intel Corp P 2012-09-14 2013-11-04
435 shs MPMorgan Chase & Co P 2012-09-27 2013-11-04
365 shs Leggett & Platt Inc P 2012-09-27 2013-11-04
50 shs Microsoft Corp P 2012-10-24 2013-11-04
455 shs Molex Inc Cl A P 2012-09-27 2013-10-01
1000 shs Northeast Utilities P 2012-09-27 2013-11-04
300 shs Novartis AG P 2012-10-17 2013-12-19
2715 shs Peoples UTD Finl Inc P 2012-10-19 2013-11-04
1000 shs Pfizer Inc P 2012-09-12 2013-11-04
450 shs Procter & Gamble P 2012-10-25 2013-11-04
422 shs Realty Income Corp P 2012-10-10 2013-11-04
860 shs Verizon Communications P 2012-10-15 2013-11-04
1500 shs American REalty Capital P 2012-09-11 2013-01-22
75 shs Amerisourcebergen Corp P 2013-06-27 2013-11-22
530 shs Avago Technologies LTD P 2013-06-27 2013-10-22
390 shs Bed Bath & Beyond Inc P 2012-11-29 2013-04-09
480 shs Carmax Inc P 2012-09-11 2013-01-03
180 shs Eaton Vance Corp P 2012-11-01 2013-02-15
250 shs Greif Inc Cl A P 2012-09-11 2013-03-14
80 shs Intl Flavors & Fragrances P 2012-09-11 2013-05-15
320 shs Kohls Corp P 2012-09-11 2013-01-10
350 shs Kroger Co P 2012-09-11 2013-03-13
700 shs Lender Processing Svcs P 2013-06-27 2013-10-29
460 shs Life Technologies Corp P 2012-09-11 2013-01-30
850 shs Mack Cali Realty Corp P 2013-01-22 2013-10-24
1370 shs Molex Inc Cl A P 2013-03-27 2013-08-19
1310 shs NII Hldgs Inc P 2012-09-11 2013-02-05
300 shs Patterson Cos Inc P 2013-03-27 2013-08-14
640 shs Peoples Utd Finl Inc P 2013-06-27 2013-07-26
110 shs Perkinelmer Inc P 2012-09-11 2013-01-29
130 shs Plum Creek Timber Co P 2012-09-11 2013-01-29
300 shs Sigma Aldrich Corp P 2012-09-11 2013-05-30
480 shs Stanley Black & Decker Inc P 2013-04-24 2013-10-17
1390 shs TD Ameritrade Hldg Corp P 2012-09-11 2013-05-31
180 shs Towers Watson & Co P 2012-09-11 2013-06-24
160 shs Universal Health Svcs Inc   2012-09-11 2013-01-29
830 shs Valassis Commns Inc P 2012-09-11 2013-05-06
240 shs Vectren Corp P 2012-09-11 2013-04-19
240 shs Whiting Pete Corp New Com P 2013-03-27 2013-10-03
80 shs Zebra Technologies Corp P 2012-09-11 2013-01-28
450 shs Amerisourcebergen Corp P 2012-09-13 2013-11-22
210 shs Carlisle Cos Inc P 2012-09-11 2013-12-26
130 shs DST Systems Inc P 2012-09-11 2013-11-22
590 shs Exelis Inc Com P 2012-09-11 2013-10-31
820 shs Lender Processing Svcs Inc P 2012-09-11 2013-10-29
550 shs Mack Cali Realty Corp P 2012-09-11 2013-10-24
190 shs Omnicom Group P 2012-09-11 2013-12-03
190 shs Sigma Aldrich Corp P 2012-09-11 2013-12-19
320 shs Towers Watson & Co Com P 2012-09-11 2013-09-13
80 shs Universal Health SVCS Inc P 2012-09-11 2013-10-08
(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 215,710   200,035 15,675
b 7,873   6,906 967
c 4,999   3,615 1,384
d 13,434   10,635 2,799
e 174,728   226,129 -51,401
31,201   40,947 -9,746
52,090   29,740 22,350
128,330   152,540 -24,210
17,403   14,765 2,638
9,998   7,485 2,513
85,000   85,000  
51,435   51,982 -547
52,712   53,018 -306
52,015   52,111 -96
77   77  
5,525   5,525  
718   719 -1
365   364 1
706   706  
815   817 -2
699   697 2
52,499   52,416 83
53,778   54,198 -420
2,459   2,493 -34
52,070   52,211 -141
15,000   15,000  
50,894   51,131 -237
52,125   52,016 109
50,175   51,682 -1,507
57,086   57,482 -396
7,107   6,630 477
25,365   18,835 6,530
5,882   5,115 767
17,640   19,045 -1,405
1,619   1,516 103
14,045   12,330 1,715
5,685   5,636 49
6,141   6,726 -585
7,730   7,158 572
6,087   5,371 716
19,654   17,902 1,752
10,047   12,303 -2,256
36,501   27,105 9,396
2,398   1,985 413
49,989   39,251 10,738
1,620   1,523 97
7,693   6,860 833
16,382   14,591 1,791
8,890   8,338 552
14,739   12,147 2,592
33,462   26,382 7,080
4,720   5,965 -1,245
36,574   42,896 -6,322
13,778   12,245 1,533
11,025   15,977 -4,952
6,116   6,074 42
17,250   19,072 -1,822
4,623   6,245 -1,622
27,308   27,872 -564
4,156   4,967 -811
3,542   3,474 68
5,331   5,169 162
12,832   11,875 957
8,607   6,987 1,620
35,200   25,568 9,632
2,578   2,004 574
2,472   2,657 -185
19,191   16,638 2,553
16,645   14,289 2,356
6,523   6,299 224
6,869   7,224 -355
18,095   17,631 464
4,661   6,014 -1,353
4,292   3,849 443
9,754   5,922 3,832
6,627   3,897 2,730
9,191   5,514 3,677
7,861   5,771 2,090
7,847   5,931 1,916
8,195   6,623 1,572
5,887   5,803 84
6,823   5,785 1,038
14,048   12,710 1,338
41,885   39,248 2,637
13,903   11,777 2,126
1,750     1,750
9,463   9,618 -155
10,743   10,494 249
100,988   75,127 25,861
8,563   9,206 -643
6,148   5,625 523
51,733   45,813 5,920
1,334   1,305 29
11,862   10,523 1,339
77,738   78,909 -1,171
9,516   9,739 -223
34,498   29,995 4,503
28,724   26,460 2,264
79,979   49,544 30,435
23,444   24,370 -926
12,940   10,446 2,494
25,490   26,236 -746
17,834   17,044 790
4,061   3,845 216
41,193   33,049 8,144
20,756   24,628 -3,872
24,227   19,736 4,491
22,138   21,089 1,049
11,462   11,380 82
107,289   90,686 16,603
18,401   22,055 -3,654
10,015   9,674 341
12,019   10,168 1,851
95,706   85,644 10,062
20,373   19,694 679
22,622   17,759 4,863
10,854   9,040 1,814
1,792   1,406 386
17,412   9,858 7,554
42,625   38,531 4,094
23,421   18,993 4,428
38,879   33,608 5,271
31,288   24,133 7,155
36,553   31,469 5,084
17,665   16,934 731
43,811   38,913 4,898
19,454   18,035 1,419
5,248   4,177 1,071
26,353   19,616 6,737
25,131   23,833 1,298
21,183   15,568 5,615
7,369   5,168 2,201
13,168   12,744 424
6,538   4,899 1,639
13,442   16,788 -3,346
12,219   9,971 2,248
23,787   19,697 4,090
32,802   23,144 9,658
18,240   21,701 -3,461
48,224   32,246 15,978
7,600   8,705 -1,105
12,729   11,234 1,495
9,718   9,561 157
3,856   3,171 685
6,341   5,327 1,014
26,440   23,768 2,672
35,873   37,400 -1,527
35,615   26,296 9,319
17,184   13,017 4,167
9,416   6,509 2,907
20,472   22,624 -2,152
8,855   7,973 882
14,964   11,753 3,211
3,365   3,086 279
31,489   17,130 14,359
16,664   11,299 5,365
11,450   6,839 4,611
9,818   6,080 3,738
27,895   22,702 5,193
11,802   14,522 -2,720
13,483   10,164 3,319
17,133   13,902 3,231
32,399   17,471 14,928
6,109   3,255 2,854
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        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 302,857
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 3 153,286
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 2,406 1,537,719 0.001565
2011 1,500 19,803 0.075746
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.077311
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 0.015462
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,639,205
5 Multiply line 4 by line 3....................... 5 102,655
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,063
7 Add lines 5 and 6......................... 7 106,718
8 Enter qualifying distributions from Part XII, line 4.............. 8 125,535
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 4,063
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 4,063
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 4,063
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,000
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 1,000
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 3,063
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletWI
    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.Click to see attachment
    10
    Yes
     
    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 addressbulletNone
    14
    The books are in care ofbulletMichael J Byers Telephone no.bullet (262) 238-6996
    Located atbullet414 N Main StreetThiensvilleWI ZIP+4bullet53092
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
    Michael J Byers President and Director
    1.00     		0 0 0
    414 N Main Street
    Thiensville,WI53092
    Nancy L Byers Secretary and Director
    1.00     		0 0 0
    414 N Main Street
    Thiensville,WI53092
    Mary Mancini Vice President and Director
    1.00     		0 0 0
    414 N Main Street
    Thiensville,WI53092
    Kathy Sheahan Vice President and Director
    1.00     		0 0 0
    414 N Main Street
    Thiensville,WI53092
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    331,960
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,063
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,063
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    327,897
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    327,897
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    327,897
    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 7 327,897
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 125,535
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 125,535
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		202,362
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    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
    Lakeland Animal Shelter
    3551 State Road 67
    Delavan,WI53115     		    For development of Kitty City Project 25,000
    St Patricks Building Fund
    107 West Walworth
    Elkhorn,WI53121     		    For Parish remodeling project 10,000
    Care Net Pregnancy Center
    2917 N Oakland Ave
    Milwaukee,WI53211     		    For general fund to support pregnancy centers 10,000
    New Beginnings Are Possible
    3717 W Fond Du Lac Ave
    Milwaukee,WI53216     		    General fund to assist at-risk urban youth 15,000
    Milwaukee Rescue Mission
    830 N 19th St
    Milwaukee,WI53233     		    General fund to assist homeless 40,000
    Total .................................bullet 3a 100,000
    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 21,457  
    4 Dividends and interest from securities....     14 107,481  
    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 .............     		    18 302,857  
    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)..   431,795  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13431,795
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    The Byers Foundation Ltd
     
    Employer identification number

    39-1743977
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    The Byers Foundation Ltd
          		Employer identification number

    39-1743977
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Mary E Byers Trust  
    414 N Main St
     
    Mequon, WI53092

    		$922,544


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Robert J and Mary E Byers NonGST  
    414 N Main St
     
    Mequon, WI53092

    		$543,839


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    The Byers Foundation Ltd
          		Employer identification number

    39-1743977
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    The Byers Foundation Ltd
          		Employer identification number

    39-1743977
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Fidelity Investment Accounts   7,149,338 7,752,209

    TY 2013 LegalFeesSchedule
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Willms SC Legal Fees 2,290 2,290 2,290 2,290


    TY 2013 OtherIncreasesSchedule
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Description Amount
    Book Adjustment 18,231


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisor Fees 21,873 21,873 21,873 21,873


    TY 2013 SubstantialContributorsSch
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Name Address
    Mary E Byers Trust 414 N Main St
    Thiensville,WI53092
    Robert J Mary E Byers NonGST 414 N Main St
    Thiensville,WI53092


    TY 2013 TaxesSchedule
    Name:
    The Byers Foundation Ltd
    EIN: 39-1743977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2012 990-PF Income Taxes 372 372 372 372
    2013 990-PF ES Income Taxes 1,000 1,000 1,000 1,000