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
SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
 

Number and street (or P.O. box number if mail is not delivered to street address)300 N LASALLE ST SUITE 4000   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60654
A Employer identification number

58-1483651
B Telephone number (see instructions)

(312) 715-5000
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$4,740,490J 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...... 91,341 91,341  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,189
b Gross sales price for all assets on line 6a 513,050
7 Capital gain net income (from Part IV, line 2)... 270,189
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........ 361,530 361,530  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 47,261 0   47,261
b Accounting fees (attach schedule)....... Click to see attachment 28,279 21,209   7,070
c Other professional fees (attach schedule).... Click to see attachment 13,722 1,722   12,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,275 0   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 134 109   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,671 23,040   66,356
25 Contributions, gifts, grants paid........ 117,985 117,985
26 Total expenses and disbursements. Add lines 24 and 25 214,656 23,040   184,341
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,874
b Net investment income (if negative, enter -0-) 338,490
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...............      
2 Savings and temporary cash investments.......... 247,955 340,783 340,783
3 Accounts receivable bullet325
Less: allowance for doubtful accounts bullet   2,325 325 325
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) 109,899 Click to see attachment55,984 59,713
b Investments—corporate stock (attach schedule)........ 2,385,411 Click to see attachment2,580,045 3,853,103
c Investments—corporate bonds (attach schedule)........ 520,281 Click to see attachment437,108 449,066
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 37,500 Click to see attachment37,500 37,500
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) 3,303,371 3,451,745 4,740,490
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................... 3,303,371 3,451,745
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 3,303,371 3,451,745
31 Total liabilities and net assets/fund balances (see instructions).. 3,303,371 3,451,745
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 3,303,371
2 Enter amount from Part I, line 27a..................... 2 146,874
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,500
4 Add lines 1, 2, and 3.......................... 4 3,451,745
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 3,451,745
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 FNMA RETURN OF PRINCIPAL P 1995-01-01 2014-12-31
b SCHWAB PUBLICLY TRADED SECURITIES P   2014-12-31
c MORGAN PUBLICLY TRADED SECURITIES P   2014-12-31
d LITIGATION SETTLEMENT P   2014-12-31
e 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 3,984   3,859 125
b 180,390   179,584 806
c 142,694   59,418 83,276
d 236     236
e 185,746     185,746
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       125
b       806
c       83,276
d       236
e       185,746
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 2 270,189
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 202,509 4,423,851 0.045777
2012 178,946 4,175,329 0.042858
2011 237,332 4,214,388 0.056315
2010 174,982 4,036,054 0.043355
2009 198,895 3,699,801 0.053758
2 Total of line 1, column (d) ...................... 2 0.242063
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 0.048413
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,732,984
5 Multiply line 4 by line 3....................... 5 229,138
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,385
7 Add lines 5 and 6......................... 7 232,523
8 Enter qualifying distributions from Part XII, line 4.............. 8 184,341
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 6,770
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 6,770
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 6,770
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,200
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,570
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,770
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
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 taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 ofbulletSARAH M LINSLEY Telephone no.bullet (312) 715-5000
    Located atbullet300 N LASALLE ST SUITE 4000CHICAGOIL ZIP+4bullet60654
    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
     
    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
    MOLLY M GERBAZ DIR/CHAIR
    0.50     		0 0 0
    0362 WILLOW LN PO BOX 1325
    CARBONDALE,CO81623
    LESLIE H MORNINGSTAR DIR/VP
    0.50     		0 0 0
    PO BOX 342
    VIRGINIA CITY,MT59755
    LARRY D GERBAZ DIR/VP
    0.50     		0 0 0
    0362 WILLOW LN PO BOX 1325
    CARBONDALE,CO81623
    GARY H KLINE DIRECTOR
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    TERRY A SKWORCH DIRECTOR
    0.50     		0 0 0
    305 WYOMA LANE
    SCHAUMBURG,IL60193
    KENNETH A ALGOZIN DIRECTOR
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    LYDIA T WHITEHEAD DIRECTOR
    0.50     		0 0 0
    4824 CHEVY CHASE BLVD
    CHEVY CHASE,MD20815
    LESLIE ANN GERBAZ-BLUE DIRECTOR
    0.50     		0 0 0
    298 SILVER KING COURT
    GLENWOOD SPRINGS,CO81601
    ANNE K MORNINGSTAR DIRECTOR
    0.50     		0 0 0
    703 SOUTH THIRD WEST
    MISSOULA,MT59801
    SARAH M LINSLEY DIR/SECRETARY
    5.00     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    HEIDI KIMMEL DIRECTOR
    0.50     		0 0 0
    33 GAMBA DRIVE
    GLENWOOD SPRINGS,IL81601
    PATRICK J BITTERMAN TREASURER
    0.50     		0 0 0
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    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
    QUARLES & BRADY LLP LEGAL/ACCTG/MANAGEMENT 87,539
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    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
    4,492,653
    b
    Average of monthly cash balances.......................
    1b
    312,407
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,805,060
    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
    4,805,060
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    72,076
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,732,984
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    236,649
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    236,649
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,770
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,770
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    229,879
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4............................
    5
    230,879
    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
    230,879
    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
    184,341
    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
    184,341
    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
    184,341
    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 7 230,879
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 11,536
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 184,341
    a Applied to 2013, but not more than line 2a 11,536
    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..... 172,805
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		58,074
    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) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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:
    SARAH M LINSLEY
    300 N LASALLE ST SUITE 4000
    CHICAGO,IL60654
    (312) 715-5000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    cAny submission deadlines:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE GRANT GUIDELINES, WHICH ARE ATTACHED
    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
    ABILITY CONSULTANTS
    426 S MADISON STREET
    CORTEZ,CO81321     		NONE PC GENERAL 1,000
    ABILITY FOUNDATION
    5236 S GREENPINE DRIVE
    SALT LAKE CITY,UT84123     		NONE PC GENERAL 2,500
    ACCESS LIVING
    115 WEST CHICAGO AVENUE
    CHICAGO,IL60654     		NONE PC GENERAL 2,000
    ADAPTIVE TECHNOLOGY SOLUTIONS
    119 S PALMETTO AVENUE STE 173
    DAYTONA BEACH,FL32114     		NONE PC GENERAL 1,000
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		NONE PC GENERAL 3,000
    AMPUTEE COALITION
    9303 CENTER ST SUITE 100
    MANASSAS,VA20110     		NONE PC GENERAL 1,500
    ANIXTER CENTER
    2001 N CLYBOURNE AVENUE STE 300
    CHICAGO,IL60614     		NONE PC GENERAL 1,500
    ANSONIA MUSIC OUTREACH
    330 WADSWORTH AVENUE
    NEW YORK,NY10004     		NONE PC GENERAL 1,500
    BIR TRAINING CENTER - SHALANDA GERALD
    3601 W DEVON AVENUE
    CHICAGO,IL60659     		NONE PC GENERAL 1,600
    BOYS HOPE GIRLS HOPE OF ILLINOIS
    1100 N LARAMIE AVENUE
    WILMETTE,IL60091     		NONE PC GENERAL 2,500
    BRIGHAM YOUNG UNIVERSITY - JIMALIE WATKINS
    120 MORRIS CENTER
    PROVO,UT84602     		NONE PC GENERAL 304
    CALIFORNIA STATE UNIVERSITY - GABRIELLE HATHAWAY
    400 WEST FIRST STREET
    CHICO,CA95929     		NONE PC GENERAL 2,000
    CAMP HOLIDAY TRAILS
    400 HOLIDAY TRAILS LANE
    CHARLOTTESVILLE,VA22903     		NONE PC GENERAL 1,500
    CAN DO CANINES ASSISTANCE DOGS
    9440 SCIENCE CENTER DRIVCE
    NEW HOPE,MN55428     		NONE PC GENERAL 2,000
    CATCHING THE DREAM
    8200 MOUNTAIN ROAD NE SUITE 203
    ALBUQUERQUE,NM87110     		NONE PC GENERAL 2,500
    CENTER FOR HEARING & SPEECH
    9835 MANCHESTER ROAD
    ST LOUIS,MO63119     		NONE PC GENERAL 1,000
    CENTER FOR MUSIC FOR PEOPLE WITH DISABILITIES
    415 WEST CENTRAL AVENUEW
    MISSOULA,MT59801     		NONE PC GENERAL 2,000
    CLARION UNIVERSITY - ELIJAH WASHINGTON
    B16 CARRIER 840 WOOD STREET
    CLARION,PA16214     		NONE PC GENERAL 2,000
    COMMUNITY PREPARATORY SCHOOL
    126 SOMERSET STREET
    PROVIDENCE,RI02907     		NONE PC GENERAL 1,000
    CUMBERLAND COLLEGE
    6191 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY407691372     		NONE PC GENERAL 3,000
    DELORES' PLACE
    6512 S HOYNE AVENUE
    CHICAGO,IL60636     		NONE PC GENERAL 500
    DISABLED PATRIOTS FUND
    10767 W 163RD PLACE
    ORLAND PARK,IL60467     		NONE PC GENERAL 1,000
    DONKA INC
    400 NORTH COUNTY FARM ROAD
    WHEATON,IL60187     		NONE PC GENERAL 1,500
    ELIM CHRISTIAN SERVICES
    13020 S CENTRAL AVENUE
    PALOS HEIGHTS,IL60462     		NONE PC GENERAL 1,300
    ELMHURST COLLEGE - KRISTIN HADLEY
    190 PROSPECT AVENUE
    ELMHURST,IL60216     		NONE PC GENERAL 1,000
    ELMHURST COLLEGE - PAUL C REYES
    190 PROSPECT AVENUE
    ELMHURST,IL60216     		NONE PC GENERAL 2,500
    EMERGENCY FAMILY ASSISTANCE ASSOCIATION
    1575 YARMOUTH AVENUE
    BOULDER,CO803040564     		NONE PC GENERAL 1,500
    EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC
    PO BOX 273542
    BOCA RATON,FL334273542     		NONE PC GENERAL 1,000
    FRAMINGHAM STATE UNIVERSITY - STEPHANIE WILLIAMS
    100 STATE STREET
    FRAMINGHAM,MA01701     		NONE PC GENERAL 1,500
    FREEDOM GOLF ASSOCIATION
    504 BURR RIDGE CLUB DRIVE
    BURR RIDGE,IL60527     		NONE PC GENERAL 1,000
    GEORGE WASHINGTON UNIVERSITY - NOAH YOSIF
    2121 I STREET NW
    WASHINGTON,DC20052     		NONE PC GENERAL 3,000
    GREAT LAKES ADAPTIVE SPORTS
    400 E ILLINOIS ROAD
    LAKE FOREST,IL60045     		NONE PC GENERAL 1,500
    HELPING HANDS FOR MONKEYS
    541 CAMBRIDGE STREET
    BOSTON,MA02134     		NONE PC GENERAL 1,500
    HENRY FORD COMMUNITY COLLEGE - RADIANCE DUPREE
    5101 EVERGREEN ROAD
    DEARBORN,MI48228     		NONE PC GENERAL 3,000
    INTERNATIONAL HEARING DOG INC
    5901 EAST 89TH AVENUE
    HENDERSON,CO80640     		NONE PC GENERAL 2,000
    KSDS INC
    124 W 7TH STREET
    WASHINGTON,KS66968     		NONE PC GENERAL 2,000
    LIBERTY UNIVERSITY - ELIZABETH ALBRIGHT
    PO BOX 10425
    LYNCHBURG,VA24506     		NONE PC GENERAL 500
    LITTLE BIT THERAPEUTIC RIDING CENTER
    19802 NE 148TH STREET
    WOODINVILLE,WA98077     		NONE PC GENERAL 1,000
    MARIAN UNIVERSITY - EVAN MATHIAS
    3200 COLD SPRINGS ROAD
    INDIANAPOLIS,IN46222     		NONE PC GENEARL 3,000
    MARTIN METHODIST COLLEGE - RACHEL COLLIER
    433 WEST MADISON STREET
    PULASKI,TN38478     		NONE PC GENERAL 2,000
    MOUNT VERNON NAZARENE UNIVERSITY - CORRINE JORDAN
    800 MARTINSBURG RAD
    MT VERNON,OH43050     		NONE PC GENERAL 2,500
    MOUNTAIN STATES LEGAL FOUNDATION
    2596 SOUTH LEWIS WAY
    LAKEWOOD,CO80227     		NONE PC GENERAL 2,000
    UNC FRIDAY CENTER FOR CONTINUING LEGAL - JIMALIE WATKINS
    CAMPUS BOX 1020
    CHAPEL HILL,NC72759     		NONE PC GENERAL 1,381
    NATIONAL FEDERATION OF THE BLIND OF MAINE
    33 MORSE AVENUE
    LEWISTON,ME04240     		NONE PC GENERAL 2,000
    NATIONAL LOUIS UNIVERSITY - ROBEL SOLOMON
    1000 CAPITAL DRIVE
    WHEELING,IL60049     		NONE PC GENERAL 1,500
    POST POLIO RESOURCE GROUP OF SOUTHEASTERN WISCONSIN
    PO BOX 13841
    MILWAUKEE,WI532130814     		NONE PC GENERAL 6,000
    PROVIDENCE ST MED SCHOOL
    119 SOUTH CENTRAL PARK BLVD
    CHICAGO,IL60624     		NONE PC GENERAL 2,000
    RMH SERVICES
    1104 PITT AVENUE
    BRENERTON,WA98310     		NONE PC GENERAL 2,000
    ROSELAND TRAINING CENTER
    235 EAST 136TH PLACE
    CHICAGO,IL608271816     		NONE PC GENERAL 2,000
    SANTA CLARA UNIVERSITY - BRIAN LE
    500 EL CAMINO REAL
    SANTA CLARA,CA95053     		NONE PC GENERAL 3,000
    SAUK VALLEY COMMUNITY COLLEGE - STEVE MANNING
    173 IL ROUTE 2
    DIXON,IL61021     		NONE PC GENERAL 600
    SECOND SENSE
    65 E WACKER DRIVE SUITE 1010
    CHICAGO,IL60601     		NONE PC GENERAL 1,500
    SENIOR GLEANERS INC
    1951 BELL AVENUE
    SACRAMENTO,CA95838     		NONE PC GENERAL 1,500
    SHARED HOUSING OF NEW ORLEANS
    PO BOX 15318
    NEW ORLEANS,LA70175     		NONE PC GENERAL 2,500
    SOUTHERN METHODIST COLLEGE - EDNA ABRAHAM
    541 BROUGHTON STREET
    ORANGEBURG,SC29115     		NONE PC GENERAL 1,300
    SOUTHERN METHODIST COLLEGE
    541 BROUGHTON STREET
    ORANGEBURG,SC29115     		NONE PC GENERAL 1,500
    SPIRITHORSE THERAPEUTIC CENTER
    960 POST OAK DRIVE
    CORINTH,TX76210     		NONE PC GENERAL 1,000
    THE MADISON VALLEY MEDICAL CENTER
    PO BOX 993 305 N MAIN
    ENNIS,MT59729     		NONE PC GENERAL 2,500
    TOTALLY POSITIVE PRODUCTIONS INC
    7157 S PRINCETON AVENUE
    CHICAGO,IL60621     		NONE PC GENERAL 1,500
    TUESDAY'S CHILD
    4028 W IRVING PARK ROAD
    CHICAGO,IL60641     		NONE PC GENERAL 1,500
    UPREACH THERAPEUTIC RIDING CENTER
    PO BOX 355
    GOFFSTOWN,NH03045     		NONE PC GENERAL 1,000
    VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
    60 KIMBALL AVENUE
    SOUTH BURLINGTON,VT05403     		NONE PC GENERAL 1,000
    WALT STRAUGHAN MINISTRIES - KATHIE SCRIVEN
    59 ROSEBUD LANE
    STAUNTON,VA24401     		NONE PC GENERAL 1,500
    WELLSPRING
    16742 LAMPHERE
    DETROIT,MI48219     		NONE PC GENERAL 2,000
    WHEELS FOR HUMANITY
    12750 RAYMER STREET UNIT 4
    NORTH HOLLYWOOD,CA91605     		NONE PC GENERAL 2,500
    WINDWARD COMMUNITY COLLEGE - MICHAEL WADAS
    45-720 KEA AHOLA RD
    KANEOHE,HI96744     		NONE PC GENERAL 2,500
    Total .................................bullet 3a 117,985
    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
    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 ............     		         
    4 Dividends and interest from securities....     14 91,341  
    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 .............     		    18 270,189  
    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).. 0 361,530 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13361,530
    (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:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY-INVESTMENT ADMINISTRATION & ACCOUNTING 28,279 21,209   7,070

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CB-ANHEUSER BUSCH 2.875% 2/15/16 25,006 25,579
    CB-CONAGRA FOODS 1.9% 1/25/18 50,351 49,660
    CB-ECOLAB 3% 12/8/16 51,807 51,635
    CB-GENERAL ELECTRIC 4.65% 10/17/21 51,041 56,265
    CB-GLAXOSMITHKLINE 1.5% 5/8/17 25,161 25,119
    CB-HEWLETT PACKARD 4.3% 6/1/21 50,625 52,685
    CB-INTEL 1.95% 10/1/16 25,443 25,489
    CB-MCDONALD 5.8% 10/15/17 54,191 55,886
    CB-PEPSICO 5% 6/1/18 26,282 27,549
    CB-REPUB SVC 3.8% 5/15/18 26,447 26,437
    CB-SHELL INTL FIN 4.375% 3/25/20 25,679 27,364
    CB-WASTE MGMT 3.5% 5/15/24 25,075 25,398

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 43,103 82,160
    ABB LTD 24,556 38,070
    ABBOTT LABS 3,050 40,518
    ABBVIE INC 13,117 78,528
    APACHE 28,567 56,403
    APPLE 34,043 293,611
    BP 26,240 60,992
    BROADVIEW OPPORT FUND (FMI FOCUS) 551,480 652,440
    CATERPILLAR 21,621 49,884
    CHEVRON 63,155 100,962
    CME GROUP 44,779 88,650
    COLUMBIA ACORN INTL FD 307,814 488,149
    DEERE 31,234 85,816
    DUPONT 35,798 85,031
    EATON VANCE GREATER INDIA FD 79,957 79,056
    FORD MOTOR 5,577 23,250
    GOOGLE CL C 25,873 97,384
    GOOGLE VL A 25,955 98,172
    IBM 27,743 57,758
    INTEL 12,162 18,145
    JOHNSON & JOHNSON 60,199 104,570
    LONGLEAF PARTNERS FD 482,490 548,644
    LONGLEAF PARTNERS INTL FD 292,248 206,513
    AMG (MANAGERS) FRONTIER SM CAP FD 50,728 40,736
    AMG MANAGERS EMERG OPPORT (INST MICRO CAP) FD 128,141 114,647
    MICROSOFT 26,878 46,450
    MONSANTO 37,933 59,735
    NETSUITE INC 19,492 21,834
    ORACLE 28,049 61,159
    PEPSICO 30,707 56,736
    VERISIGN 17,356 17,100

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    US Government Securities - End of Year Book Value:

    55,984
    US Government Securities - End of Year Fair Market Value:

    59,713
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ZOUNDS SERIES B (NEW) AT COST 37,500 37,500

    TY 2014 LegalFeesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    QUARLES & BRADY-LEGAL AND TAX RETURN PREP 47,261 0   47,261


    TY 2014 OtherExpensesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU FUND 15 0   15
    SECRETARY OF STATE FEE 10 0   10
    MISC FEES 109 109   0


    TY 2014 OtherIncreasesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SEGALL BRYANT FEES 1,722 1,722   0
    QUARLES & BRADY-GRANT MAKING & MANAGEMENT 12,000 0   12,000


    TY 2014 TaxesSchedule
    Name:
    SPECIAL PEOPLE IN NEED CO SARAH M LINSLEY
    EIN: 58-1483651
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 7,275 0   0