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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)655 N A1A   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JUPITER, FL33477
A Employer identification number

04-6816680
B Telephone number (see instructions)

(561) 354-2900
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$1,984,709
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 28,117
2 Check bullet
3 Interest on savings and temporary cash investments 45,934 45,934  
4 Dividends and interest from securities...... 12,241 12,241  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,760,897
b Gross sales price for all assets on line 6a 1,887,651
7 Capital gain net income (from Part IV, line 2)... 1,760,897
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........ 1,847,189 1,819,072  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 64 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,254 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,318 0   0
25 Contributions, gifts, grants paid........ 80,571 80,571
26 Total expenses and disbursements. Add lines 24 and 25 87,889 0   80,571
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,759,300
b Net investment income (if negative, enter -0-) 1,819,072
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............... 117,962 114,245 114,245
2 Savings and temporary cash investments..........      
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)........ 4,190 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,100 Click to see attachment1,777,068 1,870,464
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,947 Click to see attachment7,186 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 139,199 1,898,499 1,984,709
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 20,885 20,885
29 Retained earnings, accumulated income, endowment, or other funds 118,314 1,877,614
30 Total net assets or fund balances (see page 17 of the
instructions).................... 139,199 1,898,499
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 139,199 1,898,499
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)............... 1 139,199
2 Enter amount from Part I, line 27a..................... 2 1,759,300
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,898,499
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,898,499
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 0.59 - MFB NORTHN MID CAP INDEX FD FD P   2013-04-23
b 0.73 - MFB NORTHN MULTIMGR SMALL CAP FD P 2012-12-19 2013-04-23
c 1.1 - MFB NORTHN HI YIELD FXD INC FD P 2013-04-23 2013-04-23
d 6.06 - MFB NORTHERN FDS FIXED INCOME FD P   2013-04-23
e 30 - MFC SPDR TR UNIT SER 1 STD & POORS UNIT SER 1 P 2013-04-23 2013-05-08
0.36 - PIMCO COMMODITY REALRETURN STRATEGY FUND P   2013-05-09
7 - BLACKROCK INC CL A P 2013-07-30 2013-08-01
22 - DIGITAL RLTY TR INC COM P 2013-07-30 2013-08-01
5 - BLACKROCK INC CL A P 2013-07-30 2013-08-02
15 - DIGITAL RLTY TR INC COM P 2013-07-30 2013-08-02
28 - ANALOG DEVICES INC P 2013-07-30 2013-08-20
50 - NATIONAL RETAIL PPTYS INC COM STK P 2013-07-30 2013-08-20
19 - UNITED TECHNOLOGIES CORP P 2013-07-30 2013-08-20
16 - ANALOG DEVICES INC P 2013-07-30 2013-08-21
25 - NATIONAL RETAIL PPTYS INC COM STK P 2013-07-30 2013-08-21
8 - UNITED TECHNOLOGIES CORP P 2013-07-30 2013-08-21
7 - ANALOG DEVICES INC P 2013-07-30 2013-08-22
8 - NATIONAL RETAIL PPTYS INC COM STK P 2013-07-30 2013-08-22
5 - UNITED TECHNOLOGIES CORP P 2013-07-30 2013-08-22
5 - ANALOG DEVICES INC P 2013-07-30 2013-08-23
18 - NATIONAL RETAIL PPTYS INC COM STK P 2013-07-30 2013-08-23
7 - UNITED TECHNOLOGIES CORP P 2013-07-30 2013-08-23
10 - DANAHER CORP P 2013-08-27 2013-09-03
12 - DICKS SPORTING GOODS INC P 2013-08-27 2013-09-10
14 - GENUINE PARTS CO P 2013-07-30 2013-09-13
59 - KINDER MORGAN INC DEL COM P 2013-07-30 2013-09-13
7 - ULTA SALON COSMETICS & FRAGRANCE INC P 2013-08-27 2013-09-13
3 - GENUINE PARTS CO P 2013-07-30 2013-09-16
57 - KINDER MORGAN INC DEL COM P 2013-07-30 2013-09-16
9 - KINDER MORGAN INC DEL COM P 2013-07-30 2013-09-17
18 - DICKS SPORTING GOODS INC P 2013-08-27 2013-09-19
8 - MICHAEL KORS HOLDINGS LTD COM NPV P 2013-08-27 2013-09-19
11 - COVIDIEN PLC USD0.20(POST CONSLDTN) P 2013-08-27 2013-09-20
89 - EMC CORP MASS P   2013-10-03
23 - COVIDIEN PLC USD0.20(POST CONSLDTN) P 2013-08-27 2013-10-03
69 - BRISTOL MYERS SQUIBB CO P   2013-10-15
17 - KLA-TENCOR CORP P 2013-09-20 2013-10-24
15 - NOBLE ENERGY INC P 2013-09-20 2013-10-25
37 - TRIMBLE NAVIGATION LTD P   2013-11-01
88 - BRISTOL MYERS SQUIBB CO P   2013-11-15
67 - SOUTHERN CO P 2013-07-30 2013-11-15
64 - SOUTHERN CO P   2013-11-18
47 - SOUTHERN CO P   2013-11-19
37 - SOUTHERN CO P 2013-09-20 2013-11-20
14 - MCDONALDS CORP P 2013-09-20 2013-11-21
27 - VERIZON COMMUNICATIONS P 2013-10-28 2013-11-21
41 - TERADATA CORP DEL COM STK P   2013-11-25
87 - DIGITAL RLTY TR INC COM P   2013-12-03
166 - HOLOGIC INC COM P   2013-12-04
25 - AUTOMATIC DATA PROCESSING INC P 2013-10-28 2013-12-06
77 - KINDER MORGAN INC DEL COM P   2013-12-06
38 - AUTOMATIC DATA PROCESSING INC P   2013-12-09
46 - KINDER MORGAN INC DEL COM P   2013-12-09
56 - HEALTH CARE REIT INC COM COM P   2013-12-19
15 - STARBUCKS CORP P 2013-10-28 2013-12-19
46 - RED HAT INC P   2013-12-20
25 - ULTA SALON COSMETICS & FRAGRANCE INC P   2013-12-20
12 - BCE INC COM NEW P 2013-10-28 2013-12-23
9 - EMERSON ELECTRIC CO P 2013-10-28 2013-12-23
17 - MATTEL INC P 2013-10-28 2013-12-23
8 - PHILIP MORRIS INTERNATIONAL P 2013-09-20 2013-12-23
25.75 - MFB NORTHN MID CAP INDEX FD FD P 2009-04-06 2013-04-23
114.48 - MFB NORTHN FDS GROWTH EQTY FD P   2013-04-23
144.19 - MFB NORTHN FDS INC EQTY FD P 2010-10-25 2013-04-23
49.17 - MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS P   2013-04-23
37.14 - MFB NORTHN MULTIMGR SMALL CAP FD P   2013-04-23
223.77 - MFB NORTHN HI YIELD FXD INC FD P 2010-10-25 2013-04-23
253.19 - MFB NORTHERN FDS FIXED INCOME FD P   2013-04-23
35.15 - PIMCO COMMODITY REALRETURN STRATEGY FUND P   2013-05-09
INSTALLMENT NOTE D 2013-05-26 2013-05-27
CAPITAL GAINS DISTRIBUTION P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 9   8 1
b 8   7 1
c 8   8 0
d 64   64 0
e 4,899   4,710 189
2   2 0
1,997   1,981 16
1,203   1,252 -49
1,426   1,415 11
822   854 -32
1,341   1,370 -29
1,564   1,789 -225
1,943   2,002 -59
749   783 -34
780   894 -114
817   843 -26
331   342 -11
247   286 -39
513   527 -14
236   245 -9
563   644 -81
722   738 -16
658   656 2
608   554 54
1,117   1,148 -31
2,077   2,236 -159
796   702 94
240   246 -6
2,002   2,160 -158
312   341 -29
960   832 128
627   574 53
691   660 31
2,247   2,314 -67
1,391   1,380 11
3,276   2,972 304
1,089   1,046 43
1,132   1,005 127
1,216   1,093 123
4,611   4,386 225
2,821   3,042 -221
2,706   2,873 -167
1,980   1,987 -7
1,539   1,546 -7
1,367   1,362 5
1,360   1,364 -4
1,853   2,312 -459
3,812   4,618 -806
3,698   3,614 84
1,990   1,899 91
2,582   2,904 -322
2,992   2,852 140
1,539   1,660 -121
2,951   3,507 -556
1,165   1,183 -18
2,619   2,291 328
2,364   2,739 -375
516   523 -7
624   605 19
780   747 33
682   725 -43
380   176 204
1,916   1,646 270
2,105   1,680 425
916   1,076 -160
392   226 166
1,727   1,645 82
2,691   2,488 203
224   278 -54
1,790,000   28,117 1,761,883
33     33
33     33
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       1
b       1
c       0
d       0
e       189
      0
      16
      -49
      11
      -32
      -29
      -225
      -59
      -34
      -114
      -26
      -11
      -39
      -14
      -9
      -81
      -16
      2
      54
      -31
      -159
      94
      -6
      -158
      -29
      128
      53
      31
      -67
      11
      304
      43
      127
      123
      225
      -221
      -167
      -7
      -7
      5
      -4
      -459
      -806
      84
      91
      -322
      140
      -121
      -556
      -18
      328
      -375
      -7
      19
      33
      -43
      204
      270
      425
      -160
      166
      82
      203
      -54
      1,761,883
      33
      33
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 1,760,897
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 119,609 106,319 1.125001
2011 92,047 67,017 1.373487
2010 119,204 101,050 1.179654
2009 111,174 121,336 0.916249
2008 23,370 91,881 0.254351
2 Total of line 1, column (d) ...................... 2 4.848742
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 0.969748
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,298,775
5 Multiply line 4 by line 3....................... 5 1,259,484
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 18,191
7 Add lines 5 and 6......................... 7 1,277,675
8 Enter qualifying distributions from Part XII, line 4.............. 8 80,571
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 36,381
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 36,381
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 36,381
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 38,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,619
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,619 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)
    bulletFL
    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 addressbulletN/A
    14
    The books are in care ofbulletJOHN J TAYLOR III Telephone no.bullet (561) 354-2900
    Located atbullet655 N A1AJUPITERFL ZIP+4bullet33477
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JOHN J TAYLOR III TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    EDUARDA M TAYLOR TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    STUART M CABLE TRUSTEE
    0.00
    0 0 0
    293 FULLER STREET
    WEST NEWTON,MA02165
    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 NONE 0
    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 N/A 0
    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
    64,939
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    36,381
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    36,381
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,558
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    28,558
    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
    28,558
    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 28,558
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 18,839
    b From 2009....... 105,159
    c From 2010....... 114,193
    d From 2011....... 88,824
    e From 2012....... 114,301
    fTotal of lines 3a through e......... 441,316
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 80,571
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 28,558
    e Remaining amount distributed out of corpus 52,013
    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 5 493,329
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    18,839
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    474,490
    10 Analysis of line 9:
    a Excess from 2009.... 105,159
    b Excess from 2010.... 114,193
    c Excess from 2011.... 88,824
    d Excess from 2012.... 114,301
    e Excess from 2013.... 52,013
    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
    AMERICAN CANCER SOCIETY
    235 SOUTH COUNTY ROAD
    PALM BEACH,FL33480
    N/A PUBLIC CHARITY CANCER RESEARCH 1,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETON,RI02842
    N/A PUBLIC CHARITY LAND PRESERVATION 1,940
    CHILDREN'S HOME SOCIETY OF FLORIDA
    3333 FOREST HILL BOULEVARD
    WEST PALM BEACH,FL33406
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 2,300
    SAIL NEWPORT
    60 FORT ADAMS DR
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATION 10,000
    SAIL TO PREVAIL
    PO BOX 1264
    NEWPORT,RI02840
    N/A PUBLIC CHARITY ASSIST DISABLED CHILDREN AND ADULTS 4,931
    SALVE REGINA COLLEGE
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840
    N/A PUBLIC CHARITY STUDENT SCHOLARSHIPS 2,500
    YELLOWSTONE MOUNTAIN CLUB
    1111 RESEARCH DR UNIT B
    BOZEMAN,MT59718
    N/A PUBLIC CHARITY EDUCATION 2,800
    NATIONAL FOUNDATION FOR TRANSPLANTS
    5350 POPLAR AVE SUITE 430
    MEMPHIS,TN38119
    N/A PUBLIC CHARITY ORGAN TRANSPLANTS 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    5201 BLUE LAGOON DRIVE 650
    MIAMI,FL33126
    N/A PUBLIC CHARITY CHILDREN CANCER RESEARCH 10,000
    THE PRESERVATION FUND OF PALM BEACH
    311 PERUVIAN AVE
    PALM BEACH,FL33480
    N/A PUBLIC CHARITY BUILDING PRESERVATION 10,000
    THE AUXILIARY OF ST MARY MEDICAL CENTER
    901 45TH STREET
    WEST PALM BEACH,FL33407
    N/A PUBLIC CHARITY PROMOTE THE HEALTH AND WELFARE OF COMMUNITIES IN PALM BEACH CTY. 500
    OXBRIDGE ACADEMY FOUNDATION
    3151 N MILITARY TRAIL
    WEST PALM BEACH,FL33409
    N/A PUBLIC CHARITY EDUCATION 5,000
    JOHNS HOPKINS - A WOMAN'S JOURNEY
    901 SOUTH BOND STREET SUITE 550
    BALTIMORE,MD21231
    N/A PUBLIC CHARITY WOMEN'S HEALTH CARE 2,500
    PA MASS CHALLENGE
    77 4TH AVENUE
    NEECHAM,MA02494
    N/A PUBLIC CHARITY FUND RAISING FRO CANCER RESEARCH AND TREATMENT 10,000
    INTERNATIONAL YACHT RESTORATION SCHOOL (IYRS)
    449 THAMES STREET SUITE 111
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATIONAL 1,600
    NORTON MUSEUM OF ART
    1451 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    N/A PUBLIC CHARITY EDUCATION 2,500
    CATHOLIC CHARITIES DIOCESE OF PALM BEACH
    9995 NORTH MILITARY TRAIL
    PALM BEACH GARDENS,FL33410
    N/A PUBLIC CHARITY RELIGIOUS EDUCATION 5,000
    THE EVELYN MCPHERSON FOUNDATION
    125 WORTH AVENUE SUITE 330
    PALM BEACH,FL33480
    N/A PUBLIC CHARITY EDUCATION 2,500
    CHILDREN'S ORGAN TRANSPLANT ASSOC (COTA)
    2501 WEST COTA DRIVE
    BLOOMINGTON,IN47403
    N/A PUBLIC CHARITY FUNDRAISING FOR CHILDREN WHO HAVE OR NEED ORGAN TRANSPLANT SURGERY 500
    Total .................................bullet 3a 80,571
    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 45,934  
    4 Dividends and interest from securities....     14 12,241  
    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 1,760,897  
    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 1,819,072 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,819,072
    (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.)
    7 N/A
    8 N/A
    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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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
    LILLIAN M TAYLOR ESTATE
     

       
    655 NORTH A1A
     
    JUPITER, FL33477

    $28,117


    (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.)
    (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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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
    1
    JJT INSTALLMENT NOTE $1,790,000 2013-05-26
    (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 JOHN J AND LILLIAN M TAYLOR FOUNDATION
     
    Employer identification number

    04-6816680
    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 InvestmentsCorpBondsSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFB NORTHERN HIGH YIELD FIXED INCOME FD 0 0
    MFB NORTHERN FUNDS FIXED INCOME FD 0 0

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MFB NORTHERN FDS GROWTH EQUITY FD FMV 0 0
    MFB NORTHERN FDS INCOME EQUITY FD FMV 0 0
    MFB NORTHERN MID CAP INDEX FD FMV 0 0
    MFB NORTHERN FDS SMALL CAP VALUE FD FMV 0 0
    MFB NORTHERN FDS MULTI-MANAGER EMERGING MKTS EQUITY FD FMV 0 0
    MFO PIMCO PAC INVT STRATEGY FMV 0 0
    ABBVIE INC COM USD0.01 (ABBV) FMV 12,361 13,572
    ALTRIA GROUP INC COM (MO) FMV 9,581 10,250
    ANALOG DEVICES, INC., COMMON STOCK, $.16 FMV 6,589 6,926
    APPLE INC COM STK (AAPL) FMV 7,625 8,978
    AT&T INC COM (T) FMV 6,272 6,258
    AUTOMATIC DATA PROCESSING INC COM (ADP) FMV 8,411 9,374
    BAXTER INTL INC COMMON STOCK (BAX) FMV 7,613 7,372
    BLACKROCK INC COM STK (BLK) FMV 6,054 6,646
    BRISTOL MYERS SQUIBB CO COMMON STOCK FMV 6,460 7,866
    CHEVRON CORP COM (CVX) FMV 14,059 14,115
    CISCO SYSTEMS INC COMMON STOCK (CSCO) FMV 13,448 12,213
    COCA COLA CO COM (KO) FMV 9,419 9,749
    EMERSON ELECTRIC CO COM (EMR) FMV 11,294 12,632
    GENERAL ELECTRIC CO (GE) FMV 14,487 16,370
    HCP INC COM REIT (HCP) FMV 10,197 8,463
    HEALTH CARE REIT INC COM (HCN) FMV 10,877 8,946
    INTEL CORP COM (INTC) FMV 13,970 15,316
    JOHNSON & JOHNSON COM USD1 (JNJ) FMV 16,818 16,669
    KIMBERLY-CLARK CORP. COMMON STOCK $5 PAR FMV 15,222 15,982
    KRAFT FOODS GROUP INC COM (KRFT) FMV 13,618 13,103
    LOCKHEED MARTIN CORP COM (LMT) FMV 11,267 13,231
    MC DONALDS CORP. COMMON STOCK, NO PAR FMV 17,254 17,174
    MERCK & CO INC NEW COM (MRK) FMV 10,521 11,011
    MICROSOFT CORP COM (MSFT) FMV 10,654 12,127
    NEXTERA ENERGY INC COM (NEE) FMV 4,670 4,709
    PAYCHEX INC., COMMON STOCK (PAYX) FMV 6,088 6,738
    PHILIP MORRIS INTL COM STK NPV (PM) FMV 11,560 11,240
    PROCTER & GAMBLE COM NPV (PG) FMV 11,199 11,316
    QUALCOMM INC COM (QCOM) FMV 10,386 11,583
    SPECTRA ENERGY CORP COM STK (SE) FMV 11,718 12,253
    US BANCORP (USB) FMV 12,519 13,413
    VENTAS INC REIT (VTR) FMV 4,123 3,551
    WILLIAMS COMPANY INC COMMON STOCK $1 PAR FMV 12,907 14,155
    CULLEN / FROST BANKERS INC COM (CFR) FMV 12,250 12,653
    GALLAGHER ARTHUR J & CO COM (AJG) FMV 7,433 7,790
    GENUINE PARTS CO COM (GPC) FMV 6,665 6,822
    MATTEL INC COM STOCK $1.00 PAR (MAT) FMV 10,453 11,610
    ONEOK INC COM STK (OKE) FMV 13,647 15,918
    REALTY INCOME CORP COM (O) FMV 3,876 3,360
    TUPPERWARE BRANDS CORPORATION (TUP) FMV 4,582 5,105
    WISCONSIN ENERGY COMMON STOCK (WEC) FMV 9,218 9,012
    BCE INC COM NEW (BCE) FMV 7,753 7,922
    NOVARTIS AG (NVS) FMV 10,388 11,253
    GLAXOSMITHKLINE PLC SPONSORED ADR (GSK) FMV 7,888 8,222
    ABBVIE INC COM USD0.01 (ABBV) FMV 6,957 7,922
    ALEXION PHARMACEUTICALS INC COM (ALXN) FMV 7,464 8,915
    AMAZON COM INC COM (AMZN) FMV 9,799 12,761
    AMERICAN EXPRESS CO., COMMON STOCK, FMV 6,774 7,984
    AMERICAN TOWER CORP (AMT) FMV 6,052 6,625
    AMERIPRISE FINL INC COM (AMP) FMV 3,019 3,106
    APPLE INC COM STK (AAPL) FMV 23,286 26,372
    BIOGEN IDEC INC COM STK (BIIB) FMV 8,617 10,631
    BOEING CO COM (BA) FMV 7,169 8,735
    CELGENE CORP COM (CELG) FMV 13,574 15,882
    COSTCO WHOLESALE CORP NEW COM (COST) FMV 6,284 6,546
    CUMMINS INC (CMI) FMV 6,141 6,626
    DANAHER CORP. COMMON STOCK $.01 PAR FMV 6,794 7,720
    DU PONT E I DE NEMOURS & CO COM STK (DD) FMV 6,835 7,472
    EATON CORP PLC COM USD0.50 (ETN) FMV 6,570 7,460
    EBAY INC COM USD0.001 (EBAY) FMV 7,402 7,849
    ESTEE LAUDER COMPANIES INC CL A USD0.01 FMV 5,819 6,402
    EXPRESS SCRIPTS HLDG CO COM (ESRX) FMV 6,813 7,586
    FACEBOOK INC CL A CL A (FB) FMV 7,433 9,019
    GILEAD SCIENCES INC (GILD) FMV 9,701 11,723
    GOOGLE INC CL A CL A (GOOG) FMV 21,534 26,897
    GRAINGER, W. W., INC., COMMON STOCK, $1 FMV 4,907 4,853
    HOME DEPOT INC., COMMON STOCK, $.05 PAR FMV 9,411 10,210
    INTERCONTINENTALEXCHANGE GROUP INC COM FMV 5,532 6,748
    INTUITIVE SURGICAL INC COM NEW STK FMV 3,820 3,841
    LINKEDIN CORP CL A (LNKD) FMV 5,943 5,421
    MASTERCARD INC CL A (MA) FMV 12,967 16,709
    MC DONALDS CORP. COMMON STOCK, NO PAR FMV 5,904 6,016
    MICHAEL KORS HOLDINGS LTD COM NPV (KORS) FMV 4,488 4,953
    MONSANTO CO NEW COM (MON) FMV 7,820 8,974
    NATIONAL OILWELL VARCO COM STK (NOV) FMV 7,570 7,873
    NIKE INC CL B CL B (NKE) FMV 6,769 7,943
    NOBLE ENERGY INC COM (NBL) FMV 4,176 4,359
    PEPSICO INC COM (PEP) FMV 9,535 9,787
    PRECISION CASTPARTS CORP COM (PCP) FMV 8,380 9,964
    PRICE T ROWE GROUP INC COM (TROW) FMV 4,961 5,696
    PRICELINE COM INC COM NEW STK (PCLN) FMV 9,739 11,624
    QUALCOMM INC COM (QCOM) FMV 8,491 9,356
    REGENERON PHARMACEUTICALS INC COM (REGN) FMV 5,064 4,954
    SALESFORCE COM INC COM STK (CRM) FMV 10,542 11,921
    SCHLUMBERGER LTD COM COM (SLB) FMV 8,754 9,101
    STARBUCKS CORP COM (SBUX) FMV 7,257 7,839
    VERIZON COMMUNICATIONS COM (VZ) FMV 7,051 7,322
    WALT DISNEY CO (DIS) FMV 8,337 10,008
    WHOLE FOODS MKT INC COM (WFM) FMV 6,660 6,882
    YUM BRANDS INC COM (YUM) FMV 5,577 5,898
    BIOMARIN PHARMACEUTICAL INC COM ISIN FMV 5,815 6,113
    CHURCH & DWIGHT INC COM (CHD) FMV 4,684 5,037
    CITRIX SYS INC COMMON STOCK (CTXS) FMV 4,087 3,732
    EDWARDS LIFESCIENCES CORP COM (EW) FMV 4,926 4,472
    JACOBS ENGR GROUP INC COM (JEC) FMV 6,606 6,992
    KANSAS CITY SOUTHN (KSU) FMV 9,252 10,278
    KLA-TENCOR CORP (KLAC) FMV 3,194 3,610
    PANERA BREAD CO CL A (PNRA) FMV 4,487 4,771
    STERICYCLE INC COM (SRCL) FMV 6,568 6,622
    TRACTOR SUPPLY CO COM (TSCO) FMV 5,796 7,060
    TRIMBLE NAV LTD COM (TRMB) FMV 3,408 4,511
    VALMONT INDS INC COM (VMI) FMV 4,402 4,623
    CATAMARAN CORP COM (CTRX) FMV 5,037 4,938
    NXP SEMICONDUCTORS N V COM STK (NXPI) FMV 4,463 5,236
    ARM HLDS PLC SPONSORED ISIN US0420681068 FMV 6,496 8,156
    SPDR S&P 500 ETF TRUST (SPY) FMV 26,688 31,394
    MFC ISHARES CORE S&P MID-CAP ETF (IJH) FMV 64,002 70,266
    SPDR DOW JONES REIT ETF (RWR) FMV 79,711 75,546
    MFC ISHARES TR CORE S&P SMALL-CAP ETF FMV 51,143 58,427
    MFC VANGUARD INTL EQUITY INDEX FDS FMV 9,301 10,146
    MFC VANGUARD FTSE EMERGING MKTS ETF FMV 8,057 8,228
    J P MORGAN CHASE & CO MEDIUM TERM SR FMV 49,972 50,191
    WELLS FARGO & CO NEW MEDIUM TERM SR FMV 50,628 50,703
    AMERICAN EXPRESS CREDIT 1.3% DUE FMV 50,112 50,387
    BERKSHIRE HATHAWAY FINANCE CORP .95% FMV 49,799 50,227
    DISNEY WALT CO NEW MEDIUM TERM NTS BOOK FMV 50,661 50,575
    GENERAL ELEC CAP CORP MEDIUM TERM NTS FMV 50,849 51,394
    INTEL CORP 1.35% DUE 12-15-2017 REG FMV 49,286 49,417
    METLIFE INC STEP UP DUE 12-15-2017 REG FMV 49,055 49,470
    CHEVRON CORP NEW FORMERLY CHEVRONTEXACO FMV 49,904 49,811
    MFC ISHARES 1-3 YEAR CREDIT BOND ETF FMV 31,653 31,638
    BANK NOVA SCOTIA B C 1.375% DUE FMV 50,229 50,550
    MFC FLEXSHARES TR IBOXX 3 YR TARGET FMV 35,021 34,888
    MFC ISHARES IBOXX $ HIGH YIELD FMV 64,745 65,016
    MFC FLEXSHARES TR MORNINGSTAR GLOBAL FMV 19,945 20,586

    TY 2013 OtherAssetsSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM TRUSTEES 11,947 6,401  
    MISC ASSET 0 785  


    TY 2013 OtherExpensesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NORTHERN TRUST FEES 6,654 0   0
    ACCOUNTING FEES 600 0   0


    TY 2013 SubstantialContributorsSch
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Name Address
    ESTATE OF LILLIAN M TAYLOR
     
    655 N A1A
    JUPITER,FL33414


    TY 2013 TaxesSchedule
    Name:
    THE JOHN J AND LILLIAN M TAYLOR FOUNDATION
    EIN: 04-6816680
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN 64 0   0