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
MUNTWYLER WANDA CHAR 0
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3636   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495013636
A Employer identification number

36-7155124
B Telephone number (see instructions)

(800) 400-0439
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$1,560,965J 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 3 3  
4 Dividends and interest from securities...... 35,212 35,212  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,087
b Gross sales price for all assets on line 6a 997,804
7 Capital gain net income (from Part IV, line 2)... 110,087
8 Net short-term capital gain......... 0
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........ 145,302 145,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 500     500
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 870 435 0 435
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,948 630   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 23,129 21,726   1,403
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,447 22,791 0 2,338
25 Contributions, gifts, grants paid........ 93,485 93,485
26 Total expenses and disbursements. Add lines 24 and 25 121,932 22,791 0 95,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,370
b Net investment income (if negative, enter -0-) 122,511
c Adjusted net income (if negative, enter -0-)... 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............... 3 1,741 1,741
2 Savings and temporary cash investments.......... 89,021 80,073 80,073
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 639,502 Click to see attachment706,669 788,696
c Investments—corporate bonds (attach schedule)........ 381,330 Click to see attachment414,143 398,029
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 362,885 Click to see attachment295,277 292,426
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,403 Click to see attachment611  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,475,144 1,498,514 1,560,965
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
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......... 1,409,322 1,426,432
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 65,822 72,082
30 Total net assets or fund balances (see instructions)...... 1,475,144 1,498,514
31 Total liabilities and net assets/fund balances (see instructions).. 1,475,144 1,498,514
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,475,144
2 Enter amount from Part I, line 27a..................... 2 23,370
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,498,514
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 1,498,514
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 3350.084 AQR FDS RISK PARITY FD CL I   2012-10-03 2014-01-23
b 3. INTERNATIONAL BUSINESS MACHINES COM   2013-09-19 2014-01-27
c 4. INTERNATIONAL BUSINESS MACHINES COM   2013-08-08 2014-01-27
d 32. INTERNATIONAL BUSINESS MACHINES COM   2009-03-06 2014-01-27
e 8. GILEAD SCIENCES INC COM   2013-09-19 2014-01-30
11. GILEAD SCIENCES INC COM   2013-06-05 2014-01-30
33. NOBLE CORP PLC ISIN# GB00BFG3KF26 [QDI]   2013-05-09 2014-02-04
6. NOBLE CORP PLC ISIN# GB00BFG3KF26 [QDI]   2011-10-27 2014-02-04
13. NOBLE CORP PLC ISIN# GB00BFG3KF26 [QDI]   2013-09-19 2014-02-04
43. NOBLE CORP PLC ISIN# GB00BFG3KF26 [QDI]   2013-03-27 2014-02-04
56. NOBLE CORP PLC ISIN# GB00BFG3KF26 [QDI]   2011-10-27 2014-02-04
39. AXIS CAPITAL HOLDINGS LTD   2013-05-15 2014-02-12
3. TIME WARNER CABLE INC   2013-09-19 2014-02-13
34. TIME WARNER CABLE INC   2013-03-07 2014-02-13
103. AXIS CAPITAL HOLDINGS LTD   2013-05-15 2014-02-13
29. AXIS CAPITAL HOLDINGS LTD   2013-06-11 2014-02-13
16. AXIS CAPITAL HOLDINGS LTD   2013-09-19 2014-02-13
3. KNOWLES CORP   2013-09-19 2014-03-07
17.5 KNOWLES CORP   2013-08-29 2014-03-07
12.5 KNOWLES CORP   2013-08-29 2014-03-07
.5 KNOWLES CORP   2013-08-29 2014-03-07
20. MASTERCARD INC   2013-09-19 2014-03-19
24. MASTERCARD INC   2009-03-12 2014-03-19
77. STATE STR CORP COM   2013-07-24 2014-03-26
19. STATE STR CORP COM   2013-08-08 2014-03-26
10. STATE STR CORP COM   2013-09-19 2014-03-26
6. AUTOZONE INC COM   2013-08-08 2014-04-09
2. AUTOZONE INC COM   2013-09-19 2014-04-09
2. AUTOZONE INC COM   2013-01-30 2014-04-09
6. WAL MART STORES INC COM   2013-09-19 2014-04-09
68. WAL MART STORES INC COM   2013-02-27 2014-04-09
22. EAST WEST BANCORP INC   2013-09-19 2014-04-16
42. EAST WEST BANCORP INC   2013-09-13 2014-04-16
15. J P MORGAN CHASE & CO   2013-09-19 2014-04-23
51. J P MORGAN CHASE & CO   2013-05-16 2014-04-23
108. J P MORGAN CHASE & CO   2012-10-22 2014-04-23
5. UNITEDHEALTH GROUP INC   2013-09-19 2014-04-23
64. UNITEDHEALTH GROUP INC   2012-08-08 2014-04-23
16. AMERICAN INTL GROUP INC   2013-09-19 2014-04-24
49. AMERICAN INTL GROUP INC   2013-06-11 2014-04-24
6. NORTHEAST UTILS COM   2013-09-19 2014-05-21
61. NORTHEAST UTILS COM   2012-02-01 2014-05-21
9. WALGREEN CO COM   2013-09-19 2014-05-21
28. WALGREEN CO COM   2012-07-19 2014-05-21
11. AUTOZONE INC COM   2013-01-30 2014-05-28
5.625 TIME INC   2013-10-17 2014-06-10
6. TIME INC   2013-11-25 2014-06-10
1. ALLIANT CORP   2011-06-16 2014-06-18
27. ALLIANT CORP   2011-06-01 2014-06-18
26. ALLIANT CORP   2011-08-08 2014-06-18
3. FEDEX CORP   2013-09-19 2014-06-18
26. FEDEX CORP   2013-05-15 2014-06-18
21. SLM CORP COMMON STOCK   2013-09-19 2014-06-18
54. SLM CORP COMMON STOCK   2013-08-08 2014-06-18
32. SLM CORP COMMON STOCK   2014-01-17 2014-06-18
165. SLM CORP COMMON STOCK   2013-06-26 2014-06-18
9. ORACLE CORPORATION COM   2013-09-19 2014-06-25
100. ORACLE CORPORATION COM   2006-09-13 2014-06-25
8. MONDELEZ INTL INC CL A   2013-09-19 2014-06-26
85. MONDELEZ INTL INC CL A   2012-11-19 2014-06-26
542.888 EATON VANCE FLOATING RATE I   2013-04-08 2014-07-01
2176.279 EATON VANCE FLOATING RATE I   2013-03-18 2014-07-01
545.256 EATON VANCE FLOATING RATE I   2013-10-25 2014-07-01
2181.025 EATON VANCE FLOATING RATE I   2013-09-17 2014-07-01
158.078 FIDELTIY ADV SMALL CAP FD-I   2013-10-25 2014-07-01
218.334 FIDELTIY ADV SMALL CAP FD-I   2013-09-17 2014-07-01
1200. GLOBAL X TOP GURU INDEX ETF   2014-01-23 2014-07-01
100. ISHARES TR RUSSELL 2000 INDEX FD ETF [RIC]   2009-08-10 2014-07-01
200. ISHARES TR RUSSELL 2000 INDEX FD ETF [RIC]   2009-05-08 2014-07-01
300. ISHARES TR RUSSELL 2000 INDEX FD ETF [RIC]   2009-05-08 2014-07-01
2508.361 J P MORGAN TR INCOME OPP SEL   2013-03-15 2014-07-01
419.111 J P MORGAN TR INCOME OPP SEL   2013-04-08 2014-07-01
2109.705 J P MORGAN TR INCOME OPP SEL   2013-09-17 2014-07-01
3048.78 OPPENHEIMER INTL BD FD CL Y   2012-10-04 2014-07-01
989.992 OPPENHEIMER INTL BD FD CL Y   2013-03-15 2014-07-01
1700.425 OPPENHEIMER DVLPING MKTS-Y   2013-09-17 2014-07-01
3484.123 PIMCO ALL ASSET ALL AUTH FUND   2008-04-16 2014-07-01
244.696 PIMCO ALL ASSET ALL AUTH FUND   2008-12-10 2014-07-01
247.28 PRINCIPAL MIDCAP BLEND FUND   2013-10-25 2014-07-01
1122.583 PRINCIPAL MIDCAP BLEND FUND   2013-09-18 2014-07-01
200. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]   2013-10-25 2014-07-01
200. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]   2013-09-17 2014-07-01
600. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]   2012-10-03 2014-07-01
20. TIME WARNER INC   2014-07-02 2014-07-09
9. TIME WARNER INC   2013-10-17 2014-07-09
25000. GOLDMAN SACHS GROUP INC 07/30/09 4.200 07/15/14   2009-07-24 2014-07-15
26. TIME WARNER INC   2013-10-17 2014-07-16
28. AMERICAN INTL GROUP INC   2014-07-02 2014-07-18
8. AMERICAN INTL GROUP INC   2013-06-11 2014-07-18
3. AMERICAN INTL GROUP INC   2012-08-08 2014-07-18
10. TIME WARNER INC   2013-10-17 2014-07-22
23. TIME WARNER INC   2013-11-25 2014-07-22
41. GILEAD SCIENCES INC COM   2014-07-02 2014-07-28
9. GILEAD SCIENCES INC COM   2009-09-23 2014-07-28
25. MYLAN LABS INC COM   2014-07-02 2014-07-30
10. MYLAN LABS INC COM   2013-09-19 2014-07-30
107. MYLAN LABS INC COM   2010-06-23 2014-07-30
14. EATON CORP PLC SHS [QDI]   2014-07-02 2014-08-01
68. EATON CORP PLC SHS [QDI]   2014-06-25 2014-08-01
43. GENERAL ELECTRIC CO   2014-07-02 2014-08-05
17. GENERAL ELECTRIC CO   2013-09-19 2014-08-05
42. GENERAL ELECTRIC CO   2013-02-07 2014-08-05
47. GENERAL ELECTRIC CO   2012-11-19 2014-08-05
99. GENERAL ELECTRIC CO   2012-11-19 2014-08-05
13. AUTOMATIC DATA PROCESSING INC COM   2014-07-02 2014-08-06
5. AUTOMATIC DATA PROCESSING INC COM   2013-09-19 2014-08-06
55. AUTOMATIC DATA PROCESSING INC COM   2013-07-10 2014-08-06
572.082 HOTCHKIS & WILEY HIGH YIELD I   2014-07-01 2014-08-11
5135.582 OPPENHEIMER INTL BD FD CL Y   2013-03-15 2014-08-11
64.804 T ROWE PRICE REAL ESTATE FUND   2013-09-17 2014-08-11
100. SPDR DJ INTL REAL ESTATE ETF   2013-04-08 2014-08-11
400. UBS E-TRACS ALERIAN MLP INFRASTR ETN ETF [QDI]   2012-10-03 2014-08-11
21. MONSTER BEVERAGE CORP   2014-07-02 2014-08-14
16. MONSTER BEVERAGE CORP   2013-05-15 2014-08-14
15. WALGREEN CO COM   2014-07-02 2014-08-19
73. WALGREEN CO COM   2012-07-19 2014-08-19
48.17 FIDELTIY ADV SMALL CAP FD-I   2013-09-17 2014-09-10
548.994 HOTCHKIS & WILEY HIGH YIELD I   2014-07-01 2014-09-10
213.783 HOTCHKIS & WILEY HIGH YIELD I   2013-03-15 2014-09-10
400. ISHARES TR MSCI EAFE INDEX FD ETF [RIC]   2011-05-10 2014-09-10
1032.11 MAINSTAY MARKETFIELD I   2013-09-17 2014-09-10
381.986 T ROWE PRICE REAL ESTATE FUND   2013-09-17 2014-09-10
462.428 TCW EMERGING MARKETS INCOME CL I   2013-03-15 2014-09-10
346.021 WELLS FARGO FDS ABSOLUTE RET FUND I   2014-07-03 2014-09-10
152.207 WILLIAM BLAIR FDS ALLOC I   2014-07-01 2014-09-10
3. GOOGLE INC-CL A   2014-07-02 2014-09-30
1. GOOGLE INC-CL A   2014-09-15 2014-09-30
3. GOOGLE INC-CL A   2014-01-27 2014-09-30
1. GOOGLE INC-CL A   2013-09-19 2014-09-30
5. GOOGLE INC-CL A   2008-06-25 2014-09-30
4. GOOGLE INC-CL A   2008-12-19 2014-09-30
27. COCA COLA CO COM   2014-07-02 2014-10-01
11. COCA COLA CO COM   2014-09-15 2014-10-01
11. COCA COLA CO COM   2013-09-19 2014-10-01
117. COCA COLA CO COM   2006-03-02 2014-10-01
15. APPLE COMPUTER INC COM   2014-09-15 2014-10-17
8. APPLE COMPUTER INC COM   2014-07-02 2014-10-17
7. MONSTER BEVERAGE CORP   2014-09-15 2014-10-17
17. MONSTER BEVERAGE CORP   2013-05-15 2014-10-17
3. MCKESSON CORPORATION   2014-09-15 2014-10-22
8. MCKESSON CORPORATION   2014-07-02 2014-10-22
1. MCKESSON CORPORATION   2013-09-19 2014-10-22
19. VERIZON COMMUNICATIONS   2014-07-02 2014-10-23
7. VERIZON COMMUNICATIONS   2013-09-19 2014-10-23
7. VERIZON COMMUNICATIONS   2012-11-30 2014-10-23
75. VERIZON COMMUNICATIONS   2011-09-15 2014-10-23
15. BRISTOL MYERS SQUIBB CO COM   2014-09-15 2014-10-30
35. BRISTOL MYERS SQUIBB CO COM   2014-07-02 2014-10-30
7. BRISTOL MYERS SQUIBB CO COM   2013-09-19 2014-10-30
27. MASTERCARD INC   2014-07-02 2014-11-04
12. MASTERCARD INC   2014-09-15 2014-11-04
15. MASTERCARD INC   2009-03-12 2014-11-04
14. DOVER CORP COM   2014-07-02 2014-11-07
6. DOVER CORP COM   2014-09-15 2014-11-07
6. DOVER CORP COM   2013-09-19 2014-11-07
35. DOVER CORP COM   2013-08-29 2014-11-07
26. DOVER CORP COM   2013-08-29 2014-11-07
22. MONSTER BEVERAGE CORP   2013-05-15 2014-11-07
19. MORGAN STANLEY COM NEW   2014-09-15 2014-11-12
46. MORGAN STANLEY COM NEW   2014-07-02 2014-11-12
17. MORGAN STANLEY COM NEW   2014-04-24 2014-11-12
55. NAVIENT CORP   2014-07-02 2014-11-18
28. NAVIENT CORP   2014-09-15 2014-11-18
21. NAVIENT CORP   2013-09-19 2014-11-18
14. NAVIENT CORP   2013-08-08 2014-11-18
10. PACKAGING CORP AMER   2014-07-02 2014-11-21
9. PACKAGING CORP AMER   2010-09-16 2014-11-21
40. PACKAGING CORP AMER   2010-09-16 2014-11-21
21. APPLE COMPUTER INC COM   2014-07-02 2014-11-25
2689.076 AVENUE MUTUAL FUNDS   2014-07-01 2014-11-25
3387.78 MAINSTAY MARKETFIELD I   2013-09-17 2014-11-25
1032.11 MAINSTAY MARKETFIELD I   2013-09-17 2014-11-25
944.969 MAINSTAY MARKETFIELD I   2014-07-01 2014-11-25
230.082 MAINSTAY MARKETFIELD I   2014-08-11 2014-11-25
100. SPDR DJ INTL REAL ESTATE ETF   2013-02-22 2014-11-25
462.428 TCW EMERGING MARKETS INCOME CL I   2013-03-15 2014-11-25
1312.72 TCW EMERGING MARKETS INCOME CL I   2013-03-15 2014-11-25
8.4 CALIFORNIA RES CORP   2014-07-02 2014-12-03
3.6 CALIFORNIA RES CORP   2014-09-15 2014-12-03
3.6 CALIFORNIA RES CORP   2013-09-19 2014-12-03
11.6 CALIFORNIA RES CORP   2012-04-18 2014-12-03
16. CALIFORNIA RES CORP   2013-07-30 2014-12-03
8.8 CALIFORNIA RES CORP   2012-09-07 2014-12-03
14. NORWEGIAN CRUISE LINE HLDGS LT   2014-09-15 2014-12-03
26. NORWEGIAN CRUISE LINE HLDGS LT   2014-07-02 2014-12-03
16. COMCAST CORP CL A   2014-09-15 2014-12-05
35. COMCAST CORP CL A   2014-07-02 2014-12-05
3. COMCAST CORP CL A   2013-09-19 2014-12-05
14. QUAL COMM INC   2014-07-02 2014-12-05
64. QUAL COMM INC   2014-03-19 2014-12-05
7. QUAL COMM INC   2014-09-15 2014-12-05
.4 CALIFORNIA RES CORP   2012-09-07 2014-12-11
23. DANAHER CORP COMMON   2014-07-02 2014-12-18
9. DANAHER CORP COMMON   2014-09-15 2014-12-18
9. DANAHER CORP COMMON   2013-09-19 2014-12-18
15. DANAHER CORP COMMON   2013-07-15 2014-12-18
82. DANAHER CORP COMMON   2012-04-04 2014-12-18
7. NORWEGIAN CRUISE LINE HLDGS LT   2014-07-02 2014-12-18
52. NORWEGIAN CRUISE LINE HLDGS LT   2014-04-09 2014-12-18
12. ALLIANT CORP   2014-07-02 2014-12-22
54. ALLIANT CORP   2014-09-29 2014-12-22
59. ALLIANT CORP   2011-08-08 2014-12-22
CAPITAL GAIN 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 36,047   40,000 -3,953
b 534   583 -49
c 713   753 -40
d 5,700   2,722 2,978
e 653   512 141
898   553 345
1,026   1,307 -281
187   236 -49
404   507 -103
1,337   1,627 -290
1,742   2,062 -320
1,666   1,799 -133
435   344 91
4,931   3,039 1,892
4,397   4,750 -353
1,238   1,316 -78
683   703 -20
90   91 -1
524   499 25
374   354 20
15   14 1
1,568   1,377 191
1,882   369 1,513
5,337   5,370 -33
1,317   1,323 -6
693   689 4
3,149   2,585 564
1,050   842 208
1,050   728 322
465   455 10
5,274   4,889 385
766   663 103
1,463   1,252 211
840   794 46
2,856   2,612 244
6,049   4,515 1,534
377   360 17
4,820   3,351 1,469
838   802 36
2,566   2,218 348
271   251 20
2,754   2,149 605
620   502 118
1,928   976 952
5,835   4,005 1,830
129   124 5
138   130 8
59   39 20
1,589   1,024 565
1,530   898 632
442   350 92
3,828   2,604 1,224
180   191 -11
462   484 -22
274   283 -9
1,410   1,365 45
363   303 60
4,037   1,640 2,397
299   263 36
3,175   2,193 982
4,967   5,000 -33
19,913   20,001 -88
4,989   5,000 -11
19,956   20,000 -44
5,040   5,000 40
6,960   6,589 371
32,015   30,351 1,664
12,022   5,747 6,275
24,043   10,202 13,841
36,068   15,303 20,765
29,850   30,000 -150
4,987   5,000 -13
25,105   25,000 105
18,872   19,786 -914
6,128   6,395 -267
68,000   62,134 5,866
36,200   38,263 -2,063
2,542   2,214 328
5,415   5,000 415
24,585   21,913 2,672
8,950   7,928 1,022
8,950   7,408 1,542
26,849   20,724 6,125
1,447   1,418 29
651   586 65
25,000   25,000  
2,172   1,694 478
1,540   1,553 -13
440   362 78
165   97 68
864   651 213
1,988   1,472 516
3,751   3,548 203
823   208 615
1,249   1,300 -51
500   385 115
5,347   1,899 3,448
939   1,082 -143
4,562   5,208 -646
1,072   1,139 -67
424   419 5
1,047   944 103
1,172   972 200
2,468   2,041 427
1,045   1,039 6
402   374 28
4,420   3,923 497
7,500   7,654 -154
31,378   33,093 -1,715
1,600   1,391 209
4,376   4,417 -41
17,636   13,816 3,820
1,889   1,474 415
1,439   925 514
934   1,112 -178
4,545   2,544 2,001
1,500   1,454 46
7,197   7,346 -149
2,803   2,801 2
26,420   24,977 1,443
18,000   18,681 -681
9,500   8,197 1,303
4,000   4,324 -324
4,000   4,055 -55
2,000   1,951 49
1,764   1,771 -7
588   578 10
1,764   1,660 104
588   450 138
2,940   1,381 1,559
2,352   631 1,721
1,154   1,143 11
470   458 12
470   433 37
4,999   2,451 2,548
1,467   1,535 -68
782   751 31
646   627 19
1,569   983 586
591   574 17
1,575   1,524 51
197   133 64
915   942 -27
337   341 -4
337   309 28
3,610   2,696 914
873   750 123
2,037   1,682 355
407   330 77
2,268   2,060 208
1,008   900 108
1,260   230 1,030
1,137   1,270 -133
487   514 -27
487   463 24
2,843   2,530 313
2,112   1,869 243
2,361   1,272 1,089
680   667 13
1,647   1,499 148
609   528 81
1,147   986 161
584   487 97
438   341 97
292   224 68
731   716 15
657   244 413
2,922   979 1,943
2,510   1,970 540
30,145   32,000 -1,855
56,203   61,319 -5,116
17,123   18,671 -1,548
15,677   17,000 -1,323
3,817   4,010 -193
4,275   4,150 125
3,908   4,292 -384
11,092   12,197 -1,105
58   75 -17
25   31 -6
25   29 -4
81   89 -8
111   122 -11
61   66 -5
617   508 109
1,147   835 312
903   915 -12
1,976   1,905 71
169   134 35
1,026   1,121 -95
4,692   4,927 -235
513   526 -13
2   3 -1
1,963   1,810 153
768   697 71
768   634 134
1,280   1,028 252
6,999   4,536 2,463
320   225 95
2,381   1,627 754
792   710 82
3,562   2,995 567
3,892   2,038 1,854
      12,473
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       -3,953
b       -49
c       -40
d       2,978
e       141
      345
      -281
      -49
      -103
      -290
      -320
      -133
      91
      1,892
      -353
      -78
      -20
      -1
      25
      20
      1
      191
      1,513
      -33
      -6
      4
      564
      208
      322
      10
      385
      103
      211
      46
      244
      1,534
      17
      1,469
      36
      348
      20
      605
      118
      952
      1,830
      5
      8
      20
      565
      632
      92
      1,224
      -11
      -22
      -9
      45
      60
      2,397
      36
      982
      -33
      -88
      -11
      -44
      40
      371
      1,664
      6,275
      13,841
      20,765
      -150
      -13
      105
      -914
      -267
      5,866
      -2,063
      328
      415
      2,672
      1,022
      1,542
      6,125
      29
      65
       
      478
      -13
      78
      68
      213
      516
      203
      615
      -51
      115
      3,448
      -143
      -646
      -67
      5
      103
      200
      427
      6
      28
      497
      -154
      -1,715
      209
      -41
      3,820
      415
      514
      -178
      2,001
      46
      -149
      2
      1,443
      -681
      1,303
      -324
      -55
      49
      -7
      10
      104
      138
      1,559
      1,721
      11
      12
      37
      2,548
      -68
      31
      19
      586
      17
      51
      64
      -27
      -4
      28
      914
      123
      355
      77
      208
      108
      1,030
      -133
      -27
      24
      313
      243
      1,089
      13
      148
      81
      161
      97
      97
      68
      15
      413
      1,943
      540
      -1,855
      -5,116
      -1,548
      -1,323
      -193
      125
      -384
      -1,105
      -17
      -6
      -4
      -8
      -11
      -5
      109
      312
      -12
      71
      35
      -95
      -235
      -13
      -1
      153
      71
      134
      252
      2,463
      95
      754
      82
      567
      1,854
       
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 2 110,087
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 98,519 1,588,567 0.062018
2012 95,094 1,540,989 0.06171
2011 87,979 1,598,509 0.055038
2010 111,441 1,600,167 0.069643
2009 112,689 1,462,668 0.077043
2 Total of line 1, column (d) ...................... 2 0.325452
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 0.06509
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,598,421
5 Multiply line 4 by line 3....................... 5 104,041
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,225
7 Add lines 5 and 6......................... 7 105,266
8 Enter qualifying distributions from Part XII, line 4.............. 8 95,823
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 2,450
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 2,450
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 2,450
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,172
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,172
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 278
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletwww.muntwylerfoundation.org
    14
    The books are in care ofbulletFIFTH THIRD BANK Telephone no.bullet (630) 468-8933
    Located atbullet640 PASQUINELLI DRIVEWESTMONTIL ZIP+4bullet60559
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 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
     
    No
    .........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
    Fifth Third Bank Trustee
    1     		0    
    640 PASQUINELLI DR
    WESTMONT,IL60559
    ROBERT C PEILER ASSISTANT DIRECTOR
    1     		125    
    1820 N 76TH COURT
    ELMWOOD PARK,IL60707
    SANDRA BUTLER OFFICER
    1     		125    
    563 PARK AVENUE
    RIVER FOREST,IL60305
    ANNA PAYTON EXECUTIVE DIRECTOR
    1     		125    
    1620 W DIEHL RD
    NAPERVILLE,IL60563
    WALTER WLODEK OFFICER
    1     		125    
    3830 BELLEAIRE DR
    DOWNERS GROVE,IL60515
    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.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,527,924
    b
    Average of monthly cash balances.......................
    1b
    94,838
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,622,762
    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
    1,622,762
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,341
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,598,421
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    79,921
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    79,921
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,450
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,450
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    77,471
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    77,471
    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
    77,471
    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
    95,823
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    95,823
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    95,823
    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 77,471
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 39,892
    b From 2010....... 32,049
    c From 2011....... 8,671
    d From 2012....... 19,067
    e From 2013....... 21,261
    fTotal of lines 3a through e......... 120,940
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 95,823
    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..... 77,471
    e Remaining amount distributed out of corpus 18,352
    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 5 139,292
    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) ...     		39,892
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		99,400
    10 Analysis of line 9:
    a Excess from 2010.... 32,049
    b Excess from 2011.... 8,671
    c Excess from 2012.... 19,067
    d Excess from 2013.... 21,261
    e Excess from 2014.... 18,352
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    FIFTH THIRD BANK
    640 PASQUINELLI DR
    WESTMONT,IL60559
    (630) 468-8933
    bThe form in which applications should be submitted and information and materials they should include:
    A DETAILED PROPOSAL, OUTLINING THE PROGRAM OR SERVICE, ALONG WITH A BRIEF HISTORY OF THE ORGANIZATION.
    cAny submission deadlines:
    DEADLINE FOR GRANT REQUESTS IS JULY 31 ANNUALLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS WILL BE LIMITED TO PROJECTS WITHIN THE STATE OF ILLINOIS. PROJECTS SUBMITTED FOR CONSIDERATION SHOULD BE LIMITED TO A BUDGET SIZE OF $5,000 OR LESS.
    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
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD STE 311
    CHICAGO,IL60613     		NONE 501 (C) 3 GENERAL OPERATING SUPPORT 11,000
    Peoria Humane Society
    2600 NE PERRY
    Peoria,IL61603     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000
    Naperville Humane Society
    1620 WEST DEIHL ROAD
    Naperville,IL605631130     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 8,000
    Quincy Humane Society
    3411 SOUTH 12TH STREET
    Quincy,IL62301     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    GREYHOUNDS ONLY INC
    335 E GENEVA RD
    CAROL STREAM,IL60188     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 8,000
    UNIVERSITY OF ILLINOIS
    1737 WEST POLK STREET
    CHICAGO,IL60612     		NONE N/A SCHOLARSHIPS 17,500
    CENTRAL IL GREYHOUND
    ADOPTION
    2208 SIERRA DR
    PEKIN,IL61554     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 3,000
    THE GREYHOUND ALLIANCE
    PO BOX 5803
    RIVER FOREST,IL60305     		NONE 501(C) 3 GENERAL OPERATING SUPPORT 12,000
    Felines Inc
    PO BOX 60616
    Chicago,IL60660     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000
    Tails Humane Society
    2250 BARBER GREENE ROAD
    Dekalb,IL60115     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 4,985
    HUMANE SOCIETY OF SOUTHERN ILLINOIS
    PO BOX 291
    CARBONDALE,IL62903     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 5,000
    PARTNERS FOR PETS
    8901 E TRENT AE
    SPOKANE VALLEY,WA99212     		NONE 501(C)(3) PROGRAM SUPPORT 3,500
    OAKEN ACRES WILDLIFE CENTER
    12140 ALDRICH RD
    SYCAMORE,IL60178     		NONE 501(C)3 PROGRAM SUPPORT 2,500
    ALTON AREA ANIMAL AID ASSOC
    4530 NORTH ALBY ROAD
    Godfrey,IL62035     		NONE 501(C)(3) CHARITABLE 5,000
    Total .................................bullet 3a 93,485
    bApproved for future payment
    Total .................................bullet 3b  
    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
    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 ............     		  0   0 3
    4 Dividends and interest from securities....   0   0 35,212
    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 .............     		  0   0 110,087
    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 0 145,302
    13Total. Add line 12, columns (b), (d), and (e)..................
    13145,302
    (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.)
    4 INCOME FROM THE WANDA MUNTWYLER CHARITABLE TRUST IS USED TO
    8 HELP DEFRAY THE COSTS OF ORGANIZATIONS ESTABLISHED TO
    3 PREVENT ANIMAL CRUELTY.
    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:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 870 435   435

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PFIZER INC 5.35% 26,036 25,226
    CISCO SYS INC 3.15 25,568 26,132
    JP MORGAN CHASE & CO 3.15 25,411 25,698
    TOTAL CAPITAL SA 3.125 26,030 25,476
    ARCHER DANIELS MIDLAND 30,163 27,847
    BOTTLING GROUP LLC 28,670 27,949
    TCW FDS INC EMERGING MKTS 83,134 74,936
    HOTCHKIS & WILEY FDS HIGH YLD 32,052 30,322
    CONOCOPHILLIPS 30,003 29,049
    EBAY INC 26,072 25,430
    OCCIDENTAL PETROLEUM 25,423 24,711
    WELLS FARGO & CO 27,860 27,816
    SHELL INTL FIN 27,721 27,437

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 6,106 20,531
    GILEAD SCIENCES INC 5,864 18,946
    GOOGLE INC 6,422 8,949
    MASTERCARD INC 1,704 9,564
    MCKESSON CORPORATION 2,259 7,265
    MEDTRONIC INC 7,334 10,686
    MICROSOFT CORP 10,048 13,796
    SCHULMBERGER LTD 9,874 10,164
    FMC TECHNOLOGIES INC 6,708 5,902
    EUROPACIFIC GROWTH FD CL F-2 152,000 148,196
    ECOLAB INC 3,558 4,076
    EAST WEST BANCORP INC 6,056 9,445
    TIME WARNER INC 6,524 7,944
    ANHEUSER BUSCH 5,346 8,199
    ISHARES MSCI EAFE INDEX 18,741 18,252
    COMCAST CORP CL A 7,012 9,804
    EOG RES INC 9,086 8,378
    AMERICAN INTL GROUP 4,159 6,889
    EXXON MOBIL CORP 14,442 14,052
    BRISTOL MYERS SQUIBB 5,655 9,386
    MONSTER BEVERAGE CORP 2,594 4,876
    OCCIDENTAL PETE 11,475 10,560
    OPPENHEIMER DVLPING MKTS 112,066 110,029
    PRINCIPAL MIDCAP BLEND FD 23,087 25,914
    SBA COMMUNICATIONS 5,635 6,978
    TE CONNECTIVITY LTD 6,123 7,590
    UNION PAC CORP 7,895 12,032
    FIDELITY ADV SMALL CAP FD 36,957 35,206
    HUNTSMAN CORP 8,436 8,383
    AMAZON.COM INC 6,519 6,207
    BANK AMER CORP 8,637 9,339
    BIOGEN IDEC INC 9,204 10,184
    CVS HEALTH CORP 6,819 8,283
    CAPITAL ONE FINL CORP 6,992 7,264
    CITIGROUP INC 10,981 11,958
    EXELON CORP 7,274 7,453
    HOME DEPOT INC 8,977 11,652
    LAUDER ESTEE COS 9,495 9,830
    MORGAN STANLEY 6,013 7,605
    REYNOLDS AMERICAN INC 6,784 7,648
    SANDISK CORP 7,106 7,544
    ACTAVIS PLC 6,946 8,237
    NORWEGIAM CRUISE LINE HLDGS 3,253 4,863
    BIG LOTS INC 7,927 6,643
    CARTER INC 4,766 5,151
    E TRADE FINANCIAL 8,845 10,284
    FIREEYE INC 2,370 2,179
    MGIC INVT CORP 6,586 7,148
    NAVIENT CORP 3,584 5,122
    PENSKE AUTO GROUP INC 9,097 9,421
    SALIX PHARMACEUTICALS 7,122 6,667
    TRINITY INDS 11,461 6,918
    UNITED RENTALS INC 10,946 11,323
    MAGNA INTL INC 9,310 9,673
    LAZARD LTD 9,405 9,556
    SIGNET JEWELERS 7,084 8,552

    TY 2014 InvestmentsOtherSchedule2
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    T ROWE PRICE RL EST FUND AT COST 32,778 44,530
    UBS E-TRACS ALERIAN MLP AT COST 44,450 40,600
    SPDR DJ INTL REAL ESTATE ETF AT COST 16,600 16,628
    WILLIAM BLAIR FDS AT COST 46,049 44,406
    JPMORGAN US LRG CAP AT COST 60,000 55,858
    LITMAN GREGORY MASTER ALT AT COST 32,000 31,262
    WELLS FARGO FDS ABSOLUTE AT COST 63,400 59,142

    TY 2014 OtherAssetsSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 2,403 611 0


    TY 2014 OtherExpensesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE FEES 10,861 10,861   0
    BANK SERVICE FEES 10,861 10,861   0
    OTHER MISC INVESTMENT EXPENSES 4 4   0
    OTHER MISC CHARITABLE EXPENSES 284 0   284
    INSURANCE PREMIUMS PAID 1,119 0   1,119


    TY 2014 TaxesSchedule
    Name:
    MUNTWYLER WANDA CHAR 0
    EIN: 36-7155124
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 57 57   0
    FEDERAL EXCISE TAX - PRIOR YEA 1,146 0   0
    FEDERAL EXCISE TAX ESTIMATE 2,172 0   0
    FOREIGN TAXES ON QUALIFIED FOR 542 542   0
    FOREIGN TAXES PAID - NQDI 31 31   0