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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
JMJ FOUNDATION CO JAMES BORIS
 

Number and street (or P.O. box number if mail is not delivered to street address)242 SHERIDAN ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KENILWORTH, IL600431217
A Employer identification number

36-4150909
B Telephone number (see instructions)

(847) 251-5043
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$569,317J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 8,979 8,979  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,068
b Gross sales price for all assets on line 6a 217,305
7 Capital gain net income (from Part IV, line 2)... 49,068
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........ 58,047 58,047  
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)....... Click to see attachment 3,235 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,040 1,040   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,154 1,299   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,429 2,339   0
25 Contributions, gifts, grants paid........ 133,110 133,110
26 Total expenses and disbursements. Add lines 24 and 25 146,539 2,339   133,110
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -88,492
b Net investment income (if negative, enter -0-) 55,708
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 69 24 24
2 Savings and temporary cash investments.......... 32,700 30,400 30,400
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)........ 511,482 Click to see attachment425,335 538,893
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)...........      
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) 544,251 455,759 569,317
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 544,251 455,759
30 Total net assets or fund balances (see instructions)...... 544,251 455,759
31 Total liabilities and net assets/fund balances (see instructions).. 544,251 455,759
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)............... 1 544,251
2 Enter amount from Part I, line 27a..................... 2 -88,492
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 455,759
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. 6 455,759
Form 990-PF (2014)
Form 990-PF (2014)
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 AMERICAN WATER WORKS CO CUSIP: XXX-XX-XXXX SYMBOL: AWK - 10.000 SHS P 2013-09-23 2014-03-13
b APPLE INC CUSIP: XXX-XX-XXXX SYMBOL: AAPL - 5.000 SHS P 2013-08-23 2014-03-13
c BNP PARIBAS SPON ADR CUSIP: 05565A202 SYMBOL: BNPQ Y - 20.000 SHS P 2013-03-20 2014-01-06
d BRIDGESTONE CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: BRDC Y - 15.000 SHS P 2013-07-03 2014-03-13
e BRITISH SKY BRDCST PLC ADR 83084V106 OR US83084V1061 61 /CUSIP: CUSIP: 11101 P 2014-02-24 2014-07-10
BRITISH SKY BRDCST PLC ADR 83084V106 OR US83084V1061 61 /CUSIP: CUSIP: 11101 P 2014-02-24 2014-09-24
CUMMINS INC CUSIP: XXX-XX-XXXX SYMBOL: CMI - 5.000 SHS P 2013-11-01 2014-07-10
HSBC HLDGS PLC ADR/ CUSIP: XXX-XX-XXXX SYMBOL: HSBC - 5.000 SHS P 2014-05-15 2014-09-24
HITACHI LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: HTHI Y - 5.000 SHS P 2014-01-06 2014-09-24
ILLINOIS TOOL WORKS INC CUSIP: XXX-XX-XXXX SYMBOL: ITW - 20.000 SHS P   2014-01-06
LORILLARD INC COM CUSIP: XXX-XX-XXXX SYMBOL: LO - 15.000 SHS P 2013-09-23 2014-06-25
MORGAN STANLEY GRP INC CUSIP: XXX-XX-XXXX SYMBOL: MS - 5.000 SHS P 2014-05-14 2014-09-24
MYLAN INC CUSIP: XXX-XX-XXXX SYMBOL: MYL - 29.000 SHS P 2013-11-08 2014-04-11
NIKON CORP PLC UNSPON-ADR CUSIP: XXX-XX-XXXX SYMBOL: NINO Y - 40.000 SHS P 2013-05-10 2014-03-17
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 175.837 SHS P 2014-01-13 2014-04-11
OW SMALL & MID CAP FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSM X - 122.158 SHS P 2014-03-17 2014-05-21
OW REAL RETURN FUND CUSIP: XXX-XX-XXXX SYMBOL: OWRR X - 74.330 SHS P 2014-05-21 2014-07-10
PANDORA A/S ADR CUSIP: XXX-XX-XXXX SYMBOL: PNDZ Y - 5.000 SHS P 2014-02-24 2014-07-10
PANDORA A/S ADR CUSIP: XXX-XX-XXXX SYMBOL: PNDZ Y - 5.000 SHS P 2014-02-24 2014-09-24
RSA INS GRP INC SPON ADR CUSIP: 74971A206 SYMBOL: RSNA Y - 30.000 SHS P 2013-09-24 2014-03-13
RSA INS GRP INC SPON ADR CUSIP: 74971A206 SYMBOL: RSNA Y - 20.000 SHS P 2013-09-24 2014-07-10
SKANDINAVISKA ENSKILDA ADR CUSIP: XXX-XX-XXXX SYMBOL: SKVKY - 5.000 SHS P 2013-11-12 2014-07-10
SKANDINAVISKA ENSKILDA ADR CUSIP: XXX-XX-XXXX SYMBOL: SKVKY - 5.000 SHS P 2013-11-12 2014-09-24
SUMITOMO METAL MIN CO LTD CUSIP: 86563T104 SYMBOL: SMMY Y - 15.000 SHS P 2013-08-14 2014-03-13
SUMITOMO METAL MIN CO LTD CUSIP: 86563T104 SYMBOL: SMMY Y - 10.000 SHS P 2013-08-14 2014-07-10
SVENSKA CL AKTIBLGT ADR CUSIP: XXX-XX-XXXX SYMBOL: SVCB Y - 5.000 SHS P 2013-10-23 2014-07-10
SVENSKA CL AKTIBLGT ADR CUSIP: XXX-XX-XXXX SYMBOL: SVCB Y - 10.000 SHS P 2013-10-23 2014-09-24
SWATCH GROUP AG UNSPON ADR/CUSIP: XXX-XX-XXXX/SYMBOL: SWGAY - 5.000 SHS P 2013-09-16 2014-03-13
SWATCH GROUP AG UNSPON ADR/CUSIP: XXX-XX-XXXX/SYMBOL: SWGAY - 40.000 SHS P 2013-09-16 2014-09-08
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 50.000 SHS P 2013-10-18 2014-05-16
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 75.000 SHS P   2014-05-19
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 25.000 SHS P 2013-10-16 2014-05-20
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 45.000 SHS P 2013-07-05 2014-05-27
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 25.000 SHS P 2013-07-05 2014-05-28
TELE2 AB ADR CUSIP: 87952P307 SYMBOL: TLTZ Y - 80.000 SHS P   2014-05-30
UNION PACIFIC CORP/CUSIP: XXX-XX-XXXX/SYMBOL: UNP - 5.000 SHS P 2013-09-23 2014-03-13
VALERO ENERGY NEW CUSIP: 91913Y100 SYMBOL: VLO - 5.000 SHS P 2014-01-06 2014-09-24
VIACOM INC CL B NEW CUSIP: 92553P201 SYMBOL: VIAB - 5.000 SHS P 2013-04-05 2014-01-06
VIACOM INC CL B NEW CUSIP: 92553P201 SYMBOL: VIAB - 5.000 SHS P 2014-05-14 2014-09-24
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 15.000 SHS P 2013-09-16 2014-03-13
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 50.000 SHS P 2013-09-16 2014-05-15
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 15.000 SHS P   2014-07-10
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 20.000 SHS P 2014-01-06 2014-09-16
WHITING PETROLEUM CUSIP: XXX-XX-XXXX SYMBOL: WLL - 5.000 SHS P 2014-07-31 2014-09-24
WHITING PETROLEUM CUSIP: XXX-XX-XXXX SYMBOL: WLL - 20.000 SHS P   2014-12-08
WILMAR INTERNATIONAL ADR/CUSIP: XXX-XX-XXXX SYMBOL: WLMI Y - 5.000 SHS P 2014-03-21 2014-07-10
WILMAR INTERNATIONAL ADR/CUSIP: XXX-XX-XXXX SYMBOL: WLMI Y - 5.000 SHS P 2014-03-21 2014-09-24
NXP SEMICONDUCTORS NV CUSIP: N6596X109 SYMBOL: NXPI - 5.000 SHS P 2014-05-14 2014-07-10
NXP SEMICONDUCTORS NV CUSIP: N6596X109 SYMBOL: NXPI - 5.000 SHS P 2014-08-19 2014-09-24
NXP SEMICONDUCTORS NV CUSIP: N6596X109 SYMBOL: NXPI - 10.000 SHS P   2014-10-10
AETNA INC NEW CUSIP: 00817Y108 SYMBOL: AET - 10.000 SHS P 2012-11-01 2014-09-24
ALLIANZ AKTIENGES ADR CUSIP: XXX-XX-XXXX SYMBOL: AZSE Y - 55.000 SHS P 2011-11-21 2014-03-21
AMERICAN INTL GROUP INC CUSIP: XXX-XX-XXXX SYMBOL: AIG - 5.000 SHS P 2013-04-23 2014-09-24
AMERICAN INTL GROUP INC CUSIP: XXX-XX-XXXX SYMBOL: AIG - 0.000 SHS P   2014-12-12
AMERICAN WATER WORKS CO CUSIP: XXX-XX-XXXX SYMBOL: AWK - 5.000 SHS P 2013-06-11 2014-07-10
AMERICAN WATER WORKS CO CUSIP: XXX-XX-XXXX SYMBOL: AWK - 10.000 SHS P 2013-09-23 2014-09-24
BNP PARIBAS SPON ADR CUSIP: 05565A202 SYMBOL: BNPQ Y - 5.000 SHS P 2013-04-05 2014-09-24
BRIDGESTONE CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: BRDC Y - 5.000 SHS P 2013-07-03 2014-07-10
BRIDGESTONE CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: BRDC Y - 10.000 SHS P 2013-07-03 2014-09-24
CVS HEALTH CORP CUSIP: XXX-XX-XXXX SYMBOL: CVS - 5.000 SHS P 2011-11-21 2014-01-06
CVS HEALTH CORP CUSIP: XXX-XX-XXXX SYMBOL: CVS - 5.000 SHS P 2011-11-21 2014-04-11
CENTURYLINK INC CUSIP: XXX-XX-XXXX SYMBOL: CTL - 35.000 SHS P   2014-07-29
CHINA CONSTRUCTION ADR CUSIP: XXX-XX-XXXX SYMBOL: CICH Y - 75.000 SHS P   2014-03-21
CHINA CONSTRUCTION ADR CUSIP: XXX-XX-XXXX SYMBOL: CICH Y - 65.000 SHS P 2011-11-21 2014-03-24
SINOPEC/CHINA PETE&CHM ADR CUSIP: 16941R108 SYMBOL: SNP - 15.000 SHS P   2014-04-11
SINOPEC/CHINA PETE&CHM ADR CUSIP: 16941R108 SYMBOL: SNP - 5.000 SHS P 2011-11-21 2014-09-24
CHINA TELECOM ADR CUSIP: XXX-XX-XXXX SYMBOL: CHA - 5.000 SHS P 2011-12-01 2014-07-10
CHINA TELECOM ADR CUSIP: XXX-XX-XXXX SYMBOL: CHA - 5.000 SHS P 2011-12-01 2014-09-24
CITIGROUP INC CUSIP: XXX-XX-XXXX SYMBOL: C - 5.000 SHS P 2012-08-20 2014-09-24
CONOCOPHILLIPS CUSIP: 20825C104 SYMBOL: COP - 5.000 SHS P 2012-02-14 2014-07-10
DAIHATSU MOTOR CO. LTD ADR CUSIP: 23381A108 SYMBOL: DHTM Y - 5.000 SHS P 2012-12-12 2014-09-24
DOLLAR GENERAL CORP CUSIP: XXX-XX-XXXX SYMBOL: DG - 5.000 SHS P 2012-12-11 2014-07-10
DOLLAR GENERAL CORP CUSIP: XXX-XX-XXXX SYMBOL: DG - 5.000 SHS P 2012-12-11 2014-09-24
ENI S.P.A. ADR CUSIP: 26874R108 SYMBOL: - 15.000 SHS P 2013-04-08 2014-05-22
ENI S.P.A. ADR CUSIP: 26874R108 SYMBOL: - 20.000 SHS P 2011-11-21 2014-06-25
IMPERIAL TOBACCO LT ADR CUSIP: XXX-XX-XXXX SYMBOL: ITYB FYBY Y - 5.000 SHS P 2012-02-06 2014-07-10
IMPERIAL TOBACCO LT ADR CUSIP: XXX-XX-XXXX SYMBOL: ITYB FYBY Y - 5.000 SHS P 2012-02-06 2014-09-08
IMPERIAL TOBACCO LT ADR CUSIP: XXX-XX-XXXX SYMBOL: ITYB FYBY Y - 5.000 SHS P 2012-02-06 2014-09-24
INTERNATIONAL BUS MACHINES CUSIP: XXX-XX-XXXX SYMBOL: )OL: IBM IBM - 10.000 SH P 2012-02-03 2014-02-06
INTERNATIONAL BUS MACHINES CUSIP: XXX-XX-XXXX SYMBOL: )OL: IBM IBM - 5.000 SHS P 2011-11-21 2014-02-24
ITOCHU CORP ADR CUSIP: XXX-XX-XXXX SYMBOL: ITOC Y - 15.000 SHS P 2012-02-06 2014-09-24
SAINSBURY SPN ADR NEW CUSIP: XXX-XX-XXXX SYMBOL: JSAI Y - 25.000 SHS P 2013-05-22 2014-10-30
KDDI CORP ADR/ CUSIP: 48667L106 SYMBOL: KDDI Y - 10.000 SHS P 2013-01-22 2014-07-10
KDDI CORP ADR/ CUSIP: 48667L106 SYMBOL: KDDI Y - 10.000 SHS P 2013-01-22 2014-09-24
BRANDS INC/CUSIP: XXX-XX-XXXX/SYMBOL: LB - 15.000 SHS P 2013-07-31 2014-09-05
BRANDS INC/CUSIP: XXX-XX-XXXX/SYMBOL: LB - 15.000 SHS P 2013-07-31 2014-10-10
MACYS INC CUSIP: 55616P104 SYMBOL: M - 20.000 SHS P 2012-02-03 2014-02-06
MACYS INC CUSIP: 55616P104 SYMBOL: M - 5.000 SHS P 2012-02-14 2014-09-24
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 5.000 SHS P 2011-11-21 2014-09-24
MARATHON OIL CORP CUSIP: XXX-XX-XXXX SYMBOL: MRO - 30.000 SHS P 2011-11-21 2014-10-10
MUNICH RE GROUP ADR CUSIP: XXX-XX-XXXX SYMBOL: MURG Y - 50.000 SHS P   2014-06-25
MUNICH RE GROUP ADR CUSIP: XXX-XX-XXXX SYMBOL: MURG Y - 5.000 SHS P 2011-11-21 2014-07-10
MUNICH RE GROUP ADR CUSIP: XXX-XX-XXXX SYMBOL: MURG Y - 75.000 SHS P 2011-11-21 2014-07-31
NIKON CORP PLC UNSPON-ADR CUSIP: XXX-XX-XXXX SYMBOL: NINO Y - 40.000 SHS P 2012-12-12 2014-03-17
OM GROUP INC CUSIP: XXX-XX-XXXX SYMBOL: OMG - 0.000 SHS P   2014-02-10
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 2,735.731 SHS P 2005-05-25 2014-03-17
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 746.218 SHS P 2013-05-20 2014-07-10
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 1,529.052 SHS P   2014-09-24
OW LARGE CAP STRATEGIES FD CUSIP: XXX-XX-XXXX SYMBOL: OWLS X - 668.151 SHS P 2013-09-25 2014-11-21
OW SMALL & MID CAP FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSM X (CONTD) - 1,141.674 P   2014-05-21
OW SMALL & MID CAP FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSM X (CONTD) - 253.378 SH P 2008-10-03 2014-06-10
OW SMALL & MID CAP FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSM X (CONTD) - 147.667 SH P 2008-10-03 2014-09-24
OW SMALL & MID CAP FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSM X (CONTD) - 116.212 SH P 2008-10-03 2014-11-21
OW REAL RETURN FUND CUSIP: XXX-XX-XXXX SYMBOL: OWRR RRX X - 528.846 SHS P 2005-05-25 2014-01-13
OW REAL RETURN FUND CUSIP: XXX-XX-XXXX SYMBOL: OWRR RRX X - 343.590 SHS P 2005-05-25 2014-03-17
OW REAL RETURN FUND CUSIP: XXX-XX-XXXX SYMBOL: OWRR RRX X - 29.444 SHS P 2005-05-25 2014-04-11
OW STRATEGIC OPPTYS FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 667.476 SHS P   2014-06-10
OW STRATEGIC OPPTYS FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 727.273 SHS P 2009-04-06 2014-09-24
OW STRATEGIC OPPTYS FUND CUSIP: XXX-XX-XXXX SYMBOL: OWSO X - 210.024 SHS P 2009-04-06 2014-11-21
PFIZER INC CUSIP: XXX-XX-XXXX SYMBOL: PFE - 15.000 SHS P 2013-04-23 2014-09-24
QUALCOMM INC CUSIP: XXX-XX-XXXX SYMBOL: QCOM - 5.000 SHS P 2012-11-27 2014-09-24
RSA INS GRP INC SPON ADR CUSIP: 74971A206 SYMBOL: RSNA Y - 35.000 SHS P   2014-09-24
SANOFI ADR CUSIP: 80105N105 SYMBOL: SNY - 5.000 SHS P 2012-02-03 2014-09-24
SANOFI ADR CUSIP: 80105N105 SYMBOL: SNY - 45.000 SHS P   2014-10-29
SUMITOMO METAL MIN CO LTD CUSIP: 86563T104 SYMBOL: SMMY Y - 75.000 SHS P 2013-08-14 2014-09-08
TARGET CORP CUSIP: 87612E106 SYMBOL: TGT - 35.000 SHS P   2014-06-25
TFIFAB ADR/CUSIP 87952P307 SYMBOL: TLTZ Y - 50.000 SHS P   2014-05-21
TFIFAB ADR/CUSIP 87952P307 SYMBOL: TLTZ Y - 25.000 SHS P 2011-11-21 2014-05-22
TFIFAB ADR/CUSIP 87952P307 SYMBOL: TLTZ Y - 25.000 SHS P 2011-11-21 2014-05-23
TFIFAB ADR/CUSIP 87952P307 SYMBOL: TLTZ Y - 5.000 SHS P 2011-11-21 2014-05-27
THERMO FISHER SCIENTIFIC CUSIP: XXX-XX-XXXX SYMBOL TMO - 10.000 SHS P   2014-02-06
TOKYO GAS LTD ADR CUSIP: XXX-XX-XXXX SYMBOL: TKGS Y - 10.000 SHS P 2013-05-10 2014-09-24
TOTAL SA ADR CUSIP: 89151E109 SYMBOL: TOT - 15.000 SHS P 2012-02-03 2014-01-06
TOTAL SA ADR CUSIP: 89151E109 SYMBOL: TOT - 5.000 SHS P 2012-02-03 2014-03-13
TOTAL SA ADR CUSIP: 89151E109 SYMBOL: TOT - 10.000 SHS P 2011-11-21 2014-03-18
TOTAL SA ADR CUSIP: 89151E109 SYMBOL: TOT - 20.000 SHS P 2011-11-21 2014-03-25
UNION PACIFIC CORP/CUSIP: XXX-XX-XXXX/SYMBOL: UNP - 5.000 SHS P 2013-09-23 2014-09-24
VOLKSWAGEN AG ADR CUSIP: XXX-XX-XXXX SYMBOL: VLKP Y - 5.000 SHS P 2013-03-07 2014-09-24
VOLKSWAGEN AG ADR CUSIP: XXX-XX-XXXX SYMBOL: VLKP Y - 35.000 SHS P   2014-10-30
WALGREEN CO CUSIP: XXX-XX-XXXX SYMBOL: - 10.000 SHS P   2014-03-18
WALGREEN CO CUSIP: XXX-XX-XXXX SYMBOL: - 15.000 SHS P 2012-10-18 2014-09-05
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 25.000 SHS P 2013-07-29 2014-09-08
WEIR GROUP PLC ADR CUSIP: 94876Q106 SYMBOL: WEIG Y - 55.000 SHS P 2013-07-29 2014-09-16
WHARF HOLDINGS ADR CUSIP: XXX-XX-XXXX SYMBOL: WARFY - 15.000 SHS P 2011-11-21 2014-09-24
ZIMMER HLDGS INC CUSIP: 98956P102 SYMBOL: ZMH - 10.000 SHS P 2012-05-01 2014-01-06
ZIMMER HLDGS INC CUSIP: 98956P102 SYMBOL: ZMH - 5.000 SHS P 2012-05-01 2014-07-10
ACCENTURE PLC CL A CUSIP: G1151C101 SYMBOL: ACN - 20.000 SHS P   2014-01-06
ACE LIMITED CUSIP: H0023R105 SYMBOL: ACE - 10.000 SHS P 2010-06-09 2014-01-06
ACE LIMITED CUSIP: H0023R105 SYMBOL: ACE - 5.000 SHS P 2010-06-09 2014-09-24
NIELSEN N.V. EUR 0.07 CUSIP: N63218106 SYMBOL: NLSN - 5.000 SHS P 2013-01-30 2014-09-24
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 20.000 SHS P 2012-11-30 2014-05-14
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 5.000 SHS P 2013-08-27 2014-09-24
AVAGO TECHNOLOGIES CUSIP: Y0486S104 SYMBOL: AVGO - 5.000 SHS P 2013-08-27 2014-10-10
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 443   402 41
b 2,691   2,506 185
c 761   545 216
d 268   270 -2
e 301   314 -13
288   314 -26
762   644 118
266   262 4
387   390 -3
1,657   1,454 203
916   674 242
175   151 24
1,328   1,166 162
673   999 -326
2,154   2,161 -7
2,097   2,106 -9
666   676 -10
94   80 14
98   80 18
232   303 -71
158   202 -44
64   59 5
65   59 6
183   218 -35
168   145 23
126   139 -13
241   279 -38
160   155 5
1,070   1,239 -169
300   328 -28
451   491 -40
151   158 -7
269   266 3
147   148 -1
468   466 2
944   796 148
235   250 -15
430   314 116
391   415 -24
310   282 28
1,101   938 163
338   274 64
428   346 82
397   443 -46
655   1,612 -957
128   134 -6
124   134 -10
327   301 26
360   317 43
568   624 -56
836   443 393
913   523 390
275   203 72
50     50
243   200 43
484   402 82
170   129 41
90   90 0
166   180 -14
348   189 159
363   189 174
1,407   1,312 95
952   1,071 -119
852   886 -34
1,399   1,277 122
457   393 64
252   303 -51
324   303 21
266   149 117
427   279 148
172   188 -16
288   218 70
312   218 94
752   691 61
1,085   835 250
456   380 76
430   380 50
442   380 62
1,744   1,935 -191
922   905 17
392   347 45
393   577 -184
151   86 65
151   86 65
966   836 130
1,004   836 168
1,051   722 329
297   178 119
194   129 65
1,035   776 259
1,096   594 502
109   59 50
1,592   883 709
673   1,096 -423
52     52
34,224   27,604 6,620
9,768   8,432 1,336
20,000   16,505 3,495
9,000   7,837 1,163
19,603   16,691 2,912
4,500   2,612 1,888
2,500   1,522 978
2,000   1,198 802
4,400   5,251 -851
3,082   3,412 -330
265   292 -27
5,500   4,033 1,467
6,000   4,284 1,716
1,739   1,237 502
454   467 -13
381   312 69
275   364 -89
285   184 101
2,032   1,502 530
1,234   1,089 145
2,032   1,838 194
302   472 -170
150   236 -86
148   236 -88
30   47 -17
1,143   580 563
229   234 -5
890   813 77
323   271 52
658   489 169
1,295   979 316
543   398 145
217   224 -7
1,463   1,327 136
671   364 307
965   541 424
536   402 134
1,176   883 293
223   143 80
934   644 290
517   322 195
1,614   1,107 507
1,012   497 515
533   249 284
223   163 60
1,373   697 676
443   184 259
363   184 179
17,010     17,010
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       41
b       185
c       216
d       -2
e       -13
      -26
      118
      4
      -3
      203
      242
      24
      162
      -326
      -7
      -9
      -10
      14
      18
      -71
      -44
      5
      6
      -35
      23
      -13
      -38
      5
      -169
      -28
      -40
      -7
      3
      -1
      2
      148
      -15
      116
      -24
      28
      163
      64
      82
      -46
      -957
      -6
      -10
      26
      43
      -56
      393
      390
      72
      50
      43
      82
      41
      0
      -14
      159
      174
      95
      -119
      -34
      122
      64
      -51
      21
      117
      148
      -16
      70
      94
      61
      250
      76
      50
      62
      -191
      17
      45
      -184
      65
      65
      130
      168
      329
      119
      65
      259
      502
      50
      709
      -423
      52
      6,620
      1,336
      3,495
      1,163
      2,912
      1,888
      978
      802
      -851
      -330
      -27
      1,467
      1,716
      502
      -13
      69
      -89
      101
      530
      145
      194
      -170
      -86
      -88
      -17
      563
      -5
      77
      52
      169
      316
      145
      -7
      136
      307
      424
      134
      293
      80
      290
      195
      507
      515
      284
      60
      676
      259
      179
      17,010
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 49,068
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 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))
2013 90,853 668,034 0.136001
2012 123,107 668,791 0.184074
2011 119,421 837,263 0.142633
2010 122,014 851,766 0.143248
2009 153,502 882,829 0.173875
2 Total of line 1, column (d) ...................... 2 0.779831
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 0.155966
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 616,894
5 Multiply line 4 by line 3....................... 5 96,214
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 557
7 Add lines 5 and 6......................... 7 96,771
8 Enter qualifying distributions from Part XII, line 4.............. 8 133,110
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 (2014)
Form 990-PF (2014)
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 1 557
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........................... 3 557
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- ..... 5 557
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 760
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.............. 7 760
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 10 203
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet203 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 Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES R BORIS Telephone no.bullet (847) 251-5043
    Located atbullet242 SHERIDAN ROADKENILWORTHIL ZIP+4bullet60043
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    JAMES R BORIS PRESIDENT
    0.00     		0 0 0
    242 SHERIDAN ROAD
    KENILWORTH,IL60043
    JENNIFER J GILROY SECRETARY
    0.00     		0 0 0
    747 CHATHAM
    GLENVIEW,IL60025
    JON J BORIS TREASURER
    0.00     		0 0 0
    7740 E 6TH AVENUE
    DENVER,CO80230
    MARY JANE BORIS V.P. & DIRECTOR
    0.00     		0 0 0
    242 SHERIDAN ROAD
    KENILWORTH,IL60043
    JEFFREY P BORIS DIRECTOR
    0.00     		0 0 0
    7 MORGANTI COURT
    RIDGEFIELD,CT06877
    JULIE A BLANKENBAKER DIRECTOR
    0.00     		0 0 0
    2507 LAUREL LANE
    WILMETTE,IL60091
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    0
    b
    Average of monthly cash balances.......................
    1b
    15,335
    c
    Fair market value of all other assets (see instructions)................
    1c
    610,953
    d
    Total (add lines 1a, b, and c).........................
    1d
    626,288
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    626,288
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,394
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    616,894
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,845
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    30,845
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    557
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    557
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,288
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,288
    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
    30,288
    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
    133,110
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    133,110
    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
    557
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    132,553
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 30,288
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 109,557
    b From 2010....... 80,598
    c From 2011....... 78,356
    d From 2012....... 90,217
    e From 2013....... 58,209
    fTotal of lines 3a through e......... 416,937
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 133,110
    a Applied to 2013, 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 2014 distributable amount..... 30,288
    e Remaining amount distributed out of corpus 102,822
    5 Excess distributions carryover applied to 2014. 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 5 519,759
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		109,557
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		410,202
    10 Analysis of line 9:
    a Excess from 2010.... 80,598
    b Excess from 2011.... 78,356
    c Excess from 2012.... 90,217
    d Excess from 2013.... 58,209
    e Excess from 2014.... 102,822
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    JAMES R BORIS
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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 HEART ASSOCIATION
    208 SOUTH LASALLE STREET STE 1500
    CHICAGO,IL60604     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 250
    ANNUAL CATHOLIC APPEAL
    935 NORTH RUSH STREET
    CHICAGO,IL60611     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 5,000
    BIG SHOULDERS FUND
    309 W WASHINGTON SUITE 550
    CHICAGO,IL60606     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 48,370
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT,MA02467     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2,500
    CATHOLIC CHARITIES
    721 N LASALLE STREET
    CHICAGO,IL60610     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 20,000
    CHICAGO FOUNDATION FOR EDUCATION
    400 N MICHIGAN AVENUE
    CHICAGO,IL60611     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    CHILDREN'S ADVOCACY CENTER OF ERIE COUNTY
    3806 GREENGARDEN RD
    ERIE,PA16509     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    ENCOMPASS CHAMPIONSHIP CHARITIES
    1340 GLENVIEW ROAD
    GLENVIEW,IL60025     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,000
    GANNON UNIVERSITY
    109 UNIVERSITY SQUARE
    ERIE,PA16541     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 15,000
    GRALAND PARENT ASSOCIATION
    30 BIRCH STREET
    DENVER,CO80220     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,000
    HERITAGE CLASSIC FOUNDATION
    71 LIGHTHOUSE ROAD
    HILTON HEAD ISLAND,SC29928     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 390
    HOLY FAMILY CATHOLIC CHURCH
    24 POPE AVENUE
    HILTON HEAD ISLAND,SC29928     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,000
    HOMAN SQUARE
    3517 W ARTHINGTON
    CHICAGO,IL60624     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    HOWARD AREA COMMUNITY CENTER
    7648 N PAULINA ST
    CHICAGO,IL60626     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    MISERICORDIA WOMEN'S BOARD
    6300 N RIDGE
    CHICAGO,IL60660     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 1,000
    ST FAITH HOPE & CHARITY
    191 LINDEN STREET
    WINNETKA,IL60093     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 8,500
    THE ALDRICH CONTEMPORARY ART MUSEUM
    258 MAIN STREET
    RIDGEFIELD,CT06877     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 3,800
    THE CHILDREN'S HEART FOUNDATION
    140 DE WINDT RD
    WINNETKA,IL60093     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 4,000
    THE FIRST TEE OF GREATER CHICAGO
    2901 W LAKE AVENUE SUITE A
    GLENVIEW,IL60025     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 9,300
    THE SPINAL CORD SOCIETY
    6180 N LEMONT AVE
    CHICAGO,IL60646     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500
    WGA
    1 BRIAR ROAD
    GOLF,IL60029     		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 2,500
    Total .................................bullet 3a 133,110
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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
    aNOT APPLICABLE          
    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    
    4 Dividends and interest from securities....     14 8,979  
    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 49,068  
    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 58,047 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1358,047
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MOSAIC FINANCIAL GROUP LLC 3,235 0   0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Name of Stock End of Year Book Value End of Year Fair Market Value
    OTHER SECURITIES 425,335 538,893

    TY 2014 OtherExpensesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU FUND 15 0   0
    INVESTMENT FEES 1,287 1,287   0
    ILLINOIS ANNUAL REPORT FILING FEE 10 0   0
    VALUE OF GOODS AND SERVICES RECEIVED ON CONTRIBUTIONS 7,830 0   0
    INVESTMENT EXPENSES 12 12   0


    TY 2014 TaxesSchedule
    Name:
    JMJ FOUNDATION CO JAMES BORIS
    EIN: 36-4150909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 150 150   0
    IRS 890 890   0