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
The Guzior Family Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)7030 W 63rd Street   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60638
A Employer identification number

20-3152476
B Telephone number (see instructions)

(773) 586-7777
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$1,088,101J 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...... 20,347 20,347  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -1,274
b Gross sales price for all assets on line 6a 1,460,105
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment 2,606    
12 Total. Add lines 1 through 11........ 21,679 20,347  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 670      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 12,764 12,764    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 700      
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 194      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,328 12,764   0
25 Contributions, gifts, grants paid........ 28,350 28,350
26 Total expenses and disbursements. Add lines 24 and 25 42,678 12,764   28,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,999
b Net investment income (if negative, enter -0-) 7,583
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.......... 45,892 64,695 64,695
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 613,883 Click to see attachment594,104 785,767
c Investments—corporate bonds (attach schedule)........ 160,094 Click to see attachment140,071 237,639
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 819,869 798,870 1,088,101
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 819,869 798,870
30 Total net assets or fund balances (see instructions)...... 819,869 798,870
31 Total liabilities and net assets/fund balances (see instructions).. 819,869 798,870
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)............... 1 819,869
2 Enter amount from Part I, line 27a..................... 2 -20,999
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 798,870
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 798,870
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 15 shrs Clorox Co P 2006-09-21 2014-06-12
b 10 shrs General Mills Inc P 2006-09-21 2014-06-12
c 20 shrs Kimberly Clark Corp P 2006-09-21 2014-06-12
d 2 shrs Kimberly Clark Corp P 2007-08-31 2014-06-12
e .125 shrs Halyard Health Inc P 2006-09-21 2014-11-07
12 shrs Halyard Health Inc P 2006-09-21 2014-11-12
600 Powershares Senior Loan P 2013-06-26 2014-02-21
369 Powershares Senior Loan P 2013-06-26 2014-02-21
703 Powershares Senior Loan P 2013-07-26 2014-02-21
57 Powershares Senior Loan P 2013-11-21 2014-02-21
11.07 shrs Blackrock Global Long/Short P 2013-11-21 2014-04-21
448.412 shrs Gateway Fund Cl Y P 2013-11-21 2014-04-21
8 Ishrs Core S&P 500 P 2012-06-05 2014-04-21
958.462 shrs Mainstay Marketfield Fund P 2012-12-24 2014-04-21
.113 shrs Mainstay Marketfield Fund P 2013-12-04 2014-04-21
59.086 shrs Oppenheimer Steelpath MLP P 2012-06-05 2014-04-21
49.114 shrs Oppenheimer Steelpath MLP P 2013-11-21 2014-04-21
10.53 shrs Pimco High Yield Fund P 2012-06-05 2014-04-21
8 Powershares QQQ Nasdaq P 2013-11-21 2014-04-21
11.404 shrs Sdrix: Northern Lights Fund P 2012-12-24 2014-04-21
3.839 shrs Sdrix: Northern Lights Fund P 2013-12-19 2014-04-21
5 shrs Vanguard FTSE Developed Mkt P 2013-11-21 2014-04-21
8 shrs Vanguard High Dividend Yield P 2012-06-05 2014-04-21
90 shrs Vanguard Mid-Cap Vipers P 2012-06-05 2014-04-21
85 shrs Vanguard Sm-Cap Vipers P 2012-06-05 2014-04-21
3 shrs Vanguard Sm-Cap Vipers P 2012-07-05 2014-04-21
52.546 shrs Baron Real Estate Fund P 2014-04-21 2014-05-16
60.84 shrs Blackrock Global Long/Short P 2013-02-15 2014-05-16
51.249 shrs Blackrock Global Long/Short P 2013-11-21 2014-05-16
9 shrs Claymore Guggenheim Enhance P 2013-02-15 2014-05-16
27 shrs Glaymore Guggenheim Enhance P 2013-06-20 2014-05-16
1 shr Glaymore Guggenheim Enhance P 2014-04-21 2014-05-16
45 shrs Global X Next Emerging P 2014-04-21 2014-05-16
97.014 shrs Good Harbor Tactical Core U P 2013-07-26 2014-05-16
97.014 shrs Good Harbor Tactical Core U P 2014-04-21 2014-05-16
215.947 shrs Gotham Absoute Return Ins C P 2014-04-21 2014-05-16
20 Ishrs Core S&P 500 P 2012-06-05 2014-05-16
79.278 shrs Merger Fd Sh Ben Int P 2013-11-21 2014-05-16
17.131 shrs Merger Fd Sh Ben Int P 2014-04-21 2014-05-16
72.144 shrs Oakmark Intl Fd Cl I P 2013-09-12 2014-05-16
9.66 shrs Oakmark Intl Fd Cl I P 2014-04-21 2014-05-16
166.837 shrs Oppenheimer Steelpath MLP Select P 2012-06-05 2014-05-16
205.76 shrs Pimco High Yield Fund Instl P 2012-06-05 2014-05-16
25 Powershares QQQ Nasdaq 100 P 2013-11-21 2014-05-16
68.313 shrs SDRIX: Northern Lights Fund P 2012-12-24 2014-05-16
79.187 shrs Toroso NewFound Tact All In P 2014-04-12 2014-05-16
53 shrs Vanguard FTSE Developed Mkt P 2013-11-21 2014-05-16
19 shrs Vanguard FTSE Developed Mkt P 2013-07-26 2014-05-16
1 shr Vanguard FTSE Developed Mkt P 2013-11-21 2014-05-16
34 shrs Vanguard FTSE Developed Mkt P 2012-06-05 2014-05-16
17 shrs Vanguard Mid-Cap Vipers P 2012-06-05 2014-05-16
49 shrs Vanguard Short Term Corporation P 2014-02-21 2014-05-16
14 shrs Vanguard Sm-Cap Vipers P 2012-06-05 2014-05-16
115.285 shrs WFA Absolute Return Fund P 2013-11-21 2014-05-16
1.32 shrs WFA Absolute Return Fund P 2014-04-21 2014-05-16
1011.949 shrs Good Harbor Tactical Core U P 2013-07-26 2014-08-05
103.723 shrs Good Harbor Tactical Core U P 2014-04-21 2014-08-05
513.223 shrs Oakmark Intl Fd Cl I P 2013-06-13 2014-09-26
222.789 shrs Oakmark Intl Fd Cl I P 2013-09-12 2014-09-26
182 shrs Vanguard Sm-Cap Vipers P 2012-06-05 2014-09-26
307 Ishrs Core S&P 500 P 2013-11-01 2014-02-03
284 Ishrs Core S&P 500 P 2014-03-04 2014-02-03
423 Ishrs Core S&P Mid-Cap P 2013-10-01 2014-02-03
526 shrs Ultra MidCap 400 Proshares P 2013-10-01 2014-02-03
331 shrs Ultra S&P 500 Proshares P 2013-11-01 2014-02-03
288 shrs Ultra S&P 500 Proshares P 2014-03-04 2014-02-03
668 Ishrs 1-3 Year Treasury P 2014-02-03 2014-03-04
464 Ishrs 3-7 Year Treasury P 2014-02-03 2014-03-04
999 Proshares Ultra 7-10 Year P 2014-02-03 2014-03-04
13 Ishrs Core S&P 500 P 2014-03-04 2014-05-01
216 Ishrs Russell 2000 Index P 2014-03-04 2014-05-01
146 shrs Ultra Russell 2000 Proshares P 2014-03-04 2014-05-01
16 shrs Ultra S&P 500 Proshares P 2014-03-04 2014-05-01
123 Ishrs Core S&P 500 P 2014-03-04 2014-05-20
230 Ishrs Russell 2000 Index P 2014-03-04 2014-05-20
230 Ishrs Russell 2000 Index P 2014-06-17 2014-05-20
184 shrs Ultra Russell 2000 Proshares P 2014-03-04 2014-05-20
138 shrs Ultra Russell 2000 Proshares P 2014-06-17 2014-05-20
159 shrs Ultra S&P 500 Proshares P 2014-03-04 2014-05-20
12 Ishrs 7-10 Year Treasury P 2014-05-01 2014-06-17
523 Ishrs 7-10 Year Treasury P 2014-05-20 2014-06-17
264 Ishrs 7-10 Year Treasury P 2014-07-16 2014-06-17
437 Proshares Ultra 7-10 Year Treasury P 2014-05-20 2014-06-17
217 Proshares Ultra 7-10 Year Treasury P 2014-07-16 2014-06-17
274 Ishrs 7-10 Year Treasury P 2014-05-01 2014-07-01
148 Ishrs Core S&P 500 P 2014-03-04 2014-07-01
203 Proshares Ultra 7-10 Year Treasury P 2014-05-01 2014-07-01
24 Proshares Ultra 7-10 Year Treasury P 2014-05-20 2014-07-01
113 shrs Ultra S&P500 Proshares P 2014-03-04 2014-07-01
2 Ishrs Core S&P Mid-Cap P 2014-06-17 2014-07-16
199 Ishrs Core S&P Mid-Cap P 2014-07-01 2014-07-16
195 Ishrs Core S&P Mid-Cap P 2014-06-17 2014-07-16
230 Ishrs Russell 2000 Index P 2014-06-17 2014-07-16
6 Ishrs Russell 2000 Index P 2014-07-01 2014-07-16
6 Ishrs Russell 2000 Index P 2014-06-17 2014-07-16
230 Ishrs Russell 2000 Index P 2014-07-01 2014-07-16
1 shr Ultra MidCap 400 Proshares P 2014-06-17 2014-07-16
163 shrs Ultra MidCap 400 Proshares P 2014-07-01 2014-07-16
163 shrs Ultra MidCap 400 Proshares P 2014-06-17 2014-07-16
126 shrs Ultra Russell 2000 Proshares P 2014-06-17 2014-07-16
126 shrs Ultra Russell 2000 Proshares P 2014-07-01 2014-07-16
195 Ishrs Core S&P Mid-Cap P 2014-06-17 2014-08-01
9 Ishrs Russell 2000 Index P 2014-06-17 2014-08-01
231 Ishrs Russell 2000 Index P 2014-07-01 2014-08-01
169 shrs Ultra MidCap 400 Proshares P 2014-06-17 2014-08-01
12 shrs Ultra Russell 2000 Proshares P 2014-06-17 2014-08-01
129 shrs Ultra Russell 2000 Proshares P 2014-07-01 2014-08-01
137 Ishrs Core S&P 500 P 2014-07-16 2014-08-18
136 Ishrs Core S&P 500 P 2014-08-01 2014-08-18
1 Ishr Core S&P 500 P 2014-09-16 2014-08-18
98 shrs Ultra S&P 500 Proshares P 2014-07-16 2014-08-18
4 shrs Ultra S&P 500 Proshares P 2014-08-01 2014-08-18
98 shrs Ultra S&P 500 Proshares P 2014-08-01 2014-08-18
267 Ishrs 1-3 Year Treasury P 2014-08-01 2014-09-02
267 Ishrs 1-3 Year Treasury P 2014-10-01 2014-09-02
125 Ishrs 3-7 Year Treasury P 2014-08-01 2014-09-02
136 Ishrs Core S&P 500 P 2014-08-01 2014-09-02
99 shrs S&P 500 Proshares P 2014-08-01 2014-09-02
264 Ishrs 7-10 Year Treasury P 2014-07-16 2014-09-16
251 Ishrs 7-10 Year Treasury P 2014-08-18 2014-09-16
217 Proshares Ultra 7-10 Year P 2014-07-16 2014-09-16
199 Proshares Ultra 7-10 Year P 2014-08-18 2014-09-16
69 Proshares Ultra 7-10 Year P 2014-10-01 2014-09-16
42 Proshares Ultra 7-10 Year P 2014-10-16 2014-09-16
130 Proshares Ultra 7-10 Year P 2014-10-16 2014-09-16
186 Ishrs Core S&P Mid-Cap P 2014-09-02 2014-10-01
186 Ishrs Core S&P Mid-Cap P 2014-09-16 2014-10-01
231 Ishrs Russell 2000 Index P 2014-09-02 2014-10-01
154 shrs MidCap 400 Proshares P 2014-09-02 2014-10-01
106 shrs MidCap 400 Proshares P 2014-09-16 2014-10-01
133 shrs Ultra Russell 2000 Proshares P 2014-09-02 2014-10-01
144 Ishrs Core S&P 500 P 2014-09-16 2014-10-16
144 Ishrs Core S&P 500 P 2014-10-01 2014-10-16
1 Ishrs Core S&P Mid-Cap P 2014-09-02 2014-10-16
213 Ishrs Core S&P Mid-Cap P 2014-09-16 2014-10-16
1 Ishrs Core S&P Mid-Cap P 2014-11-03 2014-10-16
213 Ishrs Core S&P Mid-Cap P 2014-11-03 2014-10-16
4 shrs Ultra MidCap 400 Proshares P 2014-09-02 2014-10-16
106 shrs Ultra MidCap 400 Proshares P 2014-09-16 2014-10-16
51 shrs Ultra MidCap 400 Proshares P 2014-11-03 2014-10-16
58 shrs Ultra S&P 500 Proshares P 2014-09-16 2014-10-16
32 shrs Ultra S&P 500 Proshares P 2014-10-01 2014-10-16
341 Ishrs 1-3 Year Treasury P 2014-10-16 2014-11-03
12 Ishrs Core S&P 500 P 2014-10-01 2014-11-03
12 Ishrs Core S&P 500 P 2014-11-18 2014-11-03
74 Proshares Ultra 7-10 Year P 2014-10-16 2014-11-03
382 Ishrs 1-3 Year Treasury P 2014-10-01 2014-11-18
343 Ishrs 1-3 Year Treasury P 2014-10-16 2014-11-18
69 Proshares Ultra 7-10 Year P 2014-10-01 2014-11-18
98 Proshares Ultra 7-10 Year P 2014-10-16 2014-11-18
62 Proshares Ultra 7-10 Year P 2014-12-16 2014-11-18
132 Ishrs Core S&P 500 P 2014-10-01 2014-12-16
23 Ishrs Core S&P 500 P 2014-11-18 2014-12-16
131 Ishrs Core S&P 500 P 2014-11-18 2014-12-16
214 Ishrs Core S&P Mid-Cap P 2014-11-03 2014-12-16
9 Ishrs Core S&P Mid-Cap P 2014-11-18 2014-12-16
214 Ishrs Core S&P Mid-Cap P 2014-11-18 2014-12-16
43 shrs Ultra MidCap 400 Proshares P 2014-11-03 2014-12-16
43 shrs Ultra MidCap 400 Proshares P 2014-11-18 2014-12-16
24 shrs Ultra S&P 500 Proshares P 2014-10-01 2014-12-16
19 shrs Ultra S&P 500 Proshares P 2014-11-18 2014-12-16
(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 1,346 0 951 395
b 531 0 274 257
c 2,192 0 1,297 895
d 219 0 137 82
e 5 0 3 2
446 0 259 187
14,889 0 14,844 45
9,156 0 9,127 29
17,444 0 17,518 -74
1,414 0 1,415 -1
121 0 119 2
13,008 0 12,874 134
1,503 0 1,032 471
17,166 0 15,163 2,003
2 0 2 0
763 0 581 182
634 0 593 41
102 0 95 7
691 0 666 25
130 0 112 18
44 0 43 1
207 0 204 3
507 0 362 145
10,093 0 6,577 3,516
9,411 0 6,007 3,404
332 0 233 99
1,226 0 1,214 12
667 0 646 21
561 0 550 11
452 0 451 1
1,357 0 1,354 3
50 0 50 0
1,194 0 1,182 12
1,030 0 1,096 -66
66 0 0 66
2,921 0 2,895 26
3,771 0 2,580 1,191
1,285 0 1,294 -9
2 0 0 2
1,927 0 1,846 81
258 0 255 3
2,167 0 1,522 645
2,006 0 1,862 144
2,174 0 2,082 92
781 0 674 107
801 0 797 4
2,226 0 2,166 60
808 0 757 51
42 0 41 1
2,177 0 1,541 636
1,907 0 1,242 665
3,940 0 3,927 13
1,515 0 989 526
1,325 0 1,300 25
15 0 15 0
10,170 0 11,435 -1,265
1,042 0 1,179 -137
12,887 0 12,179 708
5,594 0 5,701 -107
20,303 0 12,862 7,441
54,175 0 54,308 -133
123 0 0 123
53,953 0 56,107 -2,154
30,142 0 32,735 -2,593
30,513 0 28,412 2,101
80 0 0 80
56,453 0 56,492 -39
56,367 0 56,498 -131
52,772 0 53,044 -272
2,460 0 2,456 4
24,097 0 25,914 -1,817
11,528 0 13,362 -1,834
1,700 0 1,684 16
23,271 0 23,241 30
25,134 0 27,593 -2,459
2,459 0 0 2,459
13,911 0 16,839 -2,928
2,196 0 0 2,196
16,871 0 16,740 131
1,229 0 1,229 0
53,577 0 54,170 -593
299 0 0 299
23,063 0 23,522 -459
228 0 0 228
28,252 0 28,079 173
29,338 0 27,964 1,374
10,858 0 10,702 156
1,283 0 1,291 -8
13,248 0 11,897 1,351
281 0 283 -2
27,997 0 28,788 -791
775 0 0 775
26,287 0 29,392 -3,105
685 0 722 -37
37 0 0 37
3,104 0 0 3,104
69 0 70 -1
11,320 0 11,981 -661
661 0 0 661
10,459 0 12,920 -2,461
2,461 0 0 2,461
26,556 0 28,409 -1,853
993 0 1,090 -97
25,502 0 30,926 -5,424
10,979 0 12,527 -1,548
927 0 1,230 -303
9,973 0 14,261 -4,288
27,184 0 27,286 -102
102 0 0 102
1 0 0 1
11,476 0 11,589 -113
468 0 447 21
113 0 0 113
22,559 0 22,575 -16
16 0 0 16
15,198 0 15,183 15
27,439 0 26,477 962
11,978 0 11,200 778
27,178 0 27,582 -404
25,841 0 26,266 -425
11,641 0 11,896 -255
10,675 0 10,999 -324
112 0 0 112
49 0 0 49
211 0 0 211
25,203 0 26,838 -1,635
1,635 0 0 1,635
24,992 0 27,065 -2,073
9,927 0 11,214 -1,287
886 0 0 886
9,887 0 11,550 -1,663
26,923 0 28,987 -2,064
2,064 0 0 2,064
129 0 144 -15
27,638 0 31,952 -4,314
15 0 0 15
4,314 0 0 4,314
236 0 291 -55
6,250 0 8,389 -2,139
1,028 0 0 1,028
6,055 0 6,980 -925
510 0 0 510
28,851 0 28,954 -103
2,436 0 2,530 -94
94 0 0 94
4,024 0 4,288 -264
32,337 0 32,327 10
29,036 0 29,124 -88
3,783 0 3,822 -39
5,374 0 5,660 -286
190 0 0 190
26,570 0 27,834 -1,264
4,629 0 4,850 -221
1,254 0 0 1,254
29,912 0 34,762 -4,850
1,260 0 1,294 -34
4,850 0 0 4,850
2,926 0 3,905 -979
979 0 0 979
2,892 0 3,157 -265
209 0 0 209
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 0 0 0 395
b 0 0 0 257
c 0 0 0 895
d 0 0 0 82
e 0 0 0 2
0 0 0 187
0 0 0 45
0 0 0 29
0 0 0 -74
0 0 0 -1
0 0 0 2
0 0 0 134
0 0 0 471
0 0 0 2,003
0 0 0 0
0 0 0 182
0 0 0 41
0 0 0 7
0 0 0 25
0 0 0 18
0 0 0 1
0 0 0 3
0 0 0 145
0 0 0 3,516
0 0 0 3,404
0 0 0 99
0 0 0 12
0 0 0 21
0 0 0 11
0 0 0 1
0 0 0 3
0 0 0 0
0 0 0 12
0 0 0 -66
0 0 0 66
0 0 0 26
0 0 0 1,191
0 0 0 -9
0 0 0 2
0 0 0 81
0 0 0 3
0 0 0 645
0 0 0 144
0 0 0 92
0 0 0 107
0 0 0 4
0 0 0 60
0 0 0 51
0 0 0 1
0 0 0 636
0 0 0 665
0 0 0 13
0 0 0 526
0 0 0 25
0 0 0 0
0 0 0 -1,265
0 0 0 -137
0 0 0 708
0 0 0 -107
0 0 0 7,441
0 0 0 -133
0 0 0 123
0 0 0 -2,154
0 0 0 -2,593
0 0 0 2,101
0 0 0 80
0 0 0 -39
0 0 0 -131
0 0 0 -272
0 0 0 4
0 0 0 -1,817
0 0 0 -1,834
0 0 0 16
0 0 0 30
0 0 0 -2,459
0 0 0 2,459
0 0 0 -2,928
0 0 0 2,196
0 0 0 131
0 0 0 0
0 0 0 -593
0 0 0 299
0 0 0 -459
0 0 0 228
0 0 0 173
0 0 0 1,374
0 0 0 156
0 0 0 -8
0 0 0 1,351
0 0 0 -2
0 0 0 -791
0 0 0 775
0 0 0 -3,105
0 0 0 -37
0 0 0 37
0 0 0 3,104
0 0 0 -1
0 0 0 -661
0 0 0 661
0 0 0 -2,461
0 0 0 2,461
0 0 0 -1,853
0 0 0 -97
0 0 0 -5,424
0 0 0 -1,548
0 0 0 -303
0 0 0 -4,288
0 0 0 -102
0 0 0 102
0 0 0 1
0 0 0 -113
0 0 0 21
0 0 0 113
0 0 0 -16
0 0 0 16
0 0 0 15
0 0 0 962
0 0 0 778
0 0 0 -404
0 0 0 -425
0 0 0 -255
0 0 0 -324
0 0 0 112
0 0 0 49
0 0 0 211
0 0 0 -1,635
0 0 0 1,635
0 0 0 -2,073
0 0 0 -1,287
0 0 0 886
0 0 0 -1,663
0 0 0 -2,064
0 0 0 2,064
0 0 0 -15
0 0 0 -4,314
0 0 0 15
0 0 0 4,314
0 0 0 -55
0 0 0 -2,139
0 0 0 1,028
0 0 0 -925
0 0 0 510
0 0 0 -103
0 0 0 -94
0 0 0 94
0 0 0 -264
0 0 0 10
0 0 0 -88
0 0 0 -39
0 0 0 -286
0 0 0 190
0 0 0 -1,264
0 0 0 -221
0 0 0 1,254
0 0 0 -4,850
0 0 0 -34
0 0 0 4,850
0 0 0 -979
0 0 0 979
0 0 0 -265
0 0 0 209
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,279
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 -23,655
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 51,598 967,141 0.053351
2012 54,386 1,064,025 0.051113
2011 49,280 888,756 0.055448
2010 25,185 824,342 0.030552
2009 44,569 727,487 0.061264
2 Total of line 1, column (d) ...................... 2 0.251728
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 0.050346
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,011,777
5 Multiply line 4 by line 3....................... 5 50,939
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 76
7 Add lines 5 and 6......................... 7 51,015
8 Enter qualifying distributions from Part XII, line 4.............. 8 28,350
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 1 152
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........................... 3 152
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 152
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 298
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -798 7 798
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 646
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet160 RefundedBullet 11 486
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
 
No
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 ofbulletRICHARD J GUZIOR Telephone no.bullet (773) 586-7777
    Located atbullet7030 West 63rd StreetChicagoIL ZIP+4bullet60638
    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
     
    No
    .........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
     
     
    .........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
     
    No
    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
    RICHARD J GUZIOR SR President
    1.00     		0 0 0
    7 Horseshoe Ln
    Lemont,IL60439
    CHRISTINE E GUZIOR Secretary
    1.00     		0 0 0
    7 Horseshoe Ln
    Lemont,IL60439
    DAVID A GOSS Treasurer
    1.00     		0 0 0
    806 Laurel Bay
    New Lenox,IL60451
    RICHARD W GUZIOR Director
    1.00     		0 0 0
    8263 Ripple Ridge
    Darien,IL60651
    CHARISSA GUZIOR Director
    1.00     		0 0 0
    8217-I Concord Ln
    Justice,IL60458
    RONALD GUZIOR Director
    1.00     		0 0 0
    7 Horseshoe Lane
    Lemont,IL60451
    RUSSELL GUZIOR Director
    1.00     		0 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    RYAN GUZIOR Director
    1.00     		0 0 0
    1029 Owen Point Rd
    Camdenton,MO65020
    RANDALL GUZIOR Director
    1.00     		0 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    CARLA GUZIOR Director
    1.00     		0 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    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
    963,553
    b
    Average of monthly cash balances.......................
    1b
    63,632
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,027,185
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,027,185
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,011,777
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    50,589
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    50,589
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    152
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    152
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,437
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    50,437
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    50,437
    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
    28,350
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    28,350
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    28,350
    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 50,437
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 8,273
    b From 2010.......  
    c From 2011....... 5,274
    d From 2012....... 2,780
    e From 2013....... 4,045
    fTotal of lines 3a through e......... 20,372
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 28,350
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus 28,350
    5 Excess distributions carryover applied to 2014.    
    (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 48,722
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		50,437
    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) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		8,273
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		40,449
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 5,274
    c Excess from 2012.... 2,780
    d Excess from 2013.... 4,045
    e Excess from 2014.... 28,350
    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).)
    RICHARD J GUZIOR
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Amos Alonzo Stagg High School
    8015 West 111th Street
    Palos Hills,IL60465     		  501(c)3 Education 850
    St Joseph College Seminary
    1120 West Loyola Avenue
    Chicago,IL60626     		  501(c)3 Education 500
    Tri-County YMCA
    200 Carls Lane
    Scott Depot,WV25560     		  501(c)3 Charitable 500
    Catholic Charities
    7000 West 111th Street Ste 101
    Worth,IL60482     		  501(c)3 Religious 1,000
    St Judes Research Hospital
    262 Danny Thomas Place
    Memphis,TN38105     		  501(c)3 Scientific 1,000
    Julie's Cause
    PO Box 204
    LaGrangeville,NY12540     		  501(c)3 Scientific 1,000
    Salute Inc
    114 N Bothwell
    Palatine,IL60067     		  501(c)3 Assistance toindigent families 1,000
    Lukemia Lymphoma Society
    1211 Mamaroneck Ave Ste 310
    White Plains,NY10605     		  501(c)3 Scientific 300
    Brotherhood of Hope
    PO Box 440118
    Somerville,MA02144     		  501(c)3 Religious 5,000
    Sunrise Beach Recovery Center
    59 Singing Oaks Drive
    Sunrise Beach,MO65079     		  501(c)3 Donation 3,000
    Missouri State University
    901 S National Avenue
    Springfield,MO65897     		  501(c)3 Education 1,500
    Vineyard USA Church
    5115 Grove West Blvd
    Stafford,TX77477     		  501(c)3 Religious 4,000
    Shady Oaks Camp
    16300 Parker Road
    Homer Glen,IL60491     		  501(c)3 Donation 2,700
    Church of the Nazarene
    17001 Prairie Star Parkway
    Lenexa,KS66220     		  501(c)3 Religious 1,500
    Culver Education Fund
    1300 Academy Road
    Culver,IN46511     		  501(c)3 Education 1,000
    Everest Academy
    11550 Bell Road
    Lemont,IL60439     		  501(c)3 Education 3,500
    Total .................................bullet 3a 28,350
    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 ............     		         
    4 Dividends and interest from securities....         20,347
    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 .............     		        -1,274
    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)..     19,073
    13Total. Add line 12, columns (b), (d), and (e)..................
    1319,073
    (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 produced to support grants to other 501(c)(3) organizations.
    8 Income produced to support grants to other 501(c)(3) organizations.
    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:  
    Part VI Line 7 -Original Return Overpayment: -798


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    916-007357 Sale of Marketable Securities - See Part IV(a)   Purchased     4,739 2,921     1,818  
    964-031608 Sale of Marketable Securities - See Part IV(a)   Purchased     186,210 165,195     21,015  
    964-022153 Sale of Marketable Securities - See Part IV(a)   Purchased     1,269,156 1,293,263     -24,107  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Name of Bond End of Year Book Value End of Year Fair Market Value
    1075.53 shrs Blackrock Global 11,433 11,153
    508.631 shrs Baron Real Estate 11,754 13,296
    719.87 shrs Gotham Absoute Return Inc 9,653 10,006
    1320.75 shrs Gotham Absoul Returns 15,704 18,358
    709.565 shrs Merger Fd Sh Ben Int 11,580 11,091
    17.131 shrs Merger Fd Sh Ben Int 276 268
    1518.54 shrs Oppenheim Stlpth Sel 15,040 18,799
    2017.97 shrs Pimco High Yield Fund 18,263 18,444
    690.123 shrs Northern Lights Fund 6,812 8,182
    3.779 shrs Northern Lights Fund 45 45
    779.644 shrs Salient MLP & Energy Infr 12,053 10,361
    779.39 shrs Toroso Newfound Tact All In 7,848 7,786
    1026.02 shrs Wells Fargo 11,574 11,132
    758.785 shrs Longboard Managed Futures 8,036 98,718

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Name of Stock End of Year Book Value End of Year Fair Market Value
    105 shrs Abbvie Inc ABBV 2,644 6,871
    35 shrs Abbvie Inc ABBV 945 2,290
    105 shrs Abbott Laboratories (ABT) 2,439 4,727
    35 shrs Abbott Laboratories (ABT) 871 1,576
    135 shrs Aetna Inc (AET) 5,205 11,992
    5 shrs Aetna Inc (AET) 136 444
    5 shrs Aetna Inc (AET) 158 444
    110 shrs Ameriprise Financial Inc 2,727 14,547
    193 shrs American Express Co 10,601 17,957
    11 shrs American Express Co 446 1,023
    43 shrs Bank of America Corp 2,259 769
    78 shrs Bank of America Corp 1,135 1,395
    84 shrs Bank of America Corp 1,412 1,503
    41 shrs Bank of America Corp 697 733
    146 shrs Brunswick Corp 4,584 7,484
    55 shrs Brunswick Corp 585 2,819
    34 shrs Brunswick Corp 544 1,743
    155 shrs Berkshire Hathaway Inc Cl B 8,722 23,273
    10 shrs Citigroup Inc 4,997 541
    38 shrs Citigroup Inc 1,080 2,056
    109 shrs Caterpillar Inc 7,204 9,977
    14 shrs Caterpillar Inc 569 1,281
    136 shrs Cigna Corporation Com 5,378 13,996
    7 shrs Cigna Corporation Com 229 720
    59 shrs Clorox Co 3,741 6,148
    45 shrs Clorox Co 2,686 4,689
    105 shrs Conocophillips 4,721 7,251
    50 shrs Conocophillips 1,685 3,453
    114 shrs Chevron Corp 7,102 12,788
    170 shrs Dow Chem Co 6,598 7,754
    15 shrs Dow Chem Co 414 684
    54.999 shrs Duke Energy Corp 2,886 4,595
    17 shrs Duke Energy Corp 791 1,420
    62 shrs Emerson Elec Co 2,825 3,827
    57 shrs Energizer Holdings Inc 3,079 7,328
    8 shrs Energizer Holdings Inc 470 1,028
    135 shrs Eaton Corp 6,923 9,175
    58 shrs Eaton Corp 2,974 3,942
    118.427 shrs AGL Resources Inc 4,754 6,455
    12.573 shrs AGL Resources Inc 505 685
    228 shrs General Eletric Co 7,941 5,762
    272 shrs General Electric Co 3,275 6,873
    196 shrs General Mills 5,378 10,453
    56 shrs Harford Finl Service Group Inc 933 2,335
    70 shrs Hartford Finl Service Group Inc 1,266 2,918
    116 shrs Honeywell Intl Inc 4,722 11,591
    60 shrs Honeywell Intl Inc 2,038 5,995
    97 shrs Kimberly Clark Corp 6,031 11,207
    41 shrs Kraft Foods Group Inc Cl A 1,225 2,569
    59 shrs Lockheed Martin Corp 4,905 11,362
    15 shrs Lockheed Martin Corp 1,134 2,889
    9 shrs Lockheed Martin Corp 697 1,733
    124 shrs Modelez International Inc 2,301 4,504
    122 shrs 3M Company 8,973 20,047
    83 shrs Altria Group 1,582 4,089
    171 shrs Altria Group 2,998 8,425
    44 shrs Norfolk Southern Corp 3,075 4,823
    148 shrs Plum Creek Timber Co Inc 5,065 6,333
    175 shrs Public Service Enterprise Group 5,355 7,247
    49 shrs Pepsico Inc 4,286 4,633
    134 shrs Philip Morris International 5,867 10,914
    45 shrs Prudential PRU 4,064 4,071
    52 shrs Phillips 66 1,389 3,728
    25 shrs Phillips 66 501 1,793
    132 shrs Royal Dutch Shell Plc 8,676 8,837
    16 shrs Royal Dutch Shell Plc 844 1,071
    58 shrs Spectra Energy Corp 1,468 2,105
    46 shrs Spectra Energy Corp 792 1,670
    39 shrs Spectra Energy Corp 756 1,416
    21 shrs Spectra Energy Corp 470 762
    46 shrs Schlumberger Ltd 3,786 3,928
    165 shrs Target Corp 8,993 12,525
    15 shrs Target Corp 656 1,139
    249 shrs Textron Inc 10,505 10,485
    25 shrs Textron Inc 461 1,053
    118 shrs Wells Fargo & Co 3,412 6,469
    70 shrs Wells Fargo & Co 1,866 3,837
    122 shrs Waste Management Inc 4,382 6,261
    95 shrs Waste Management Inc 2,674 4,875
    715 shrs Deutsche X-Trackers 19,928 19,305
    447 shrs Global X Next Emerging 11,748 10,437
    392 shrs Claymore Guggenheim Enhance 19,648 19,569
    143 shrs Claymore Guggenheim Enhance 7,174 7,138
    100 shrs Claymore Guggenheim Enhance 5,017 4,992
    188 Ishrs Core S&P 500 24,262 38,892
    226 Powershares QQQ Nasdaq 100 18,827 2,335
    487 shrs Vanguard Short Term Corp 39,028 38,780
    3 shrs Vanguard Short Term Corp 240 239
    443 shrs Vanguard FTSE Developed Mkt 12,891 16,781
    26 shrs Vanguard FTSE Developed Mkt 1,063 985
    176 shrs Vanguard Mid-Cap Vipers 12,862 21,746
    188 shrs Vanguard FTSE Emerging Mkts 7,499 7,524
    308 shrs Vanguard High Dividend Yield 13,959 21,175
    288 Ishrs 7-10 Year Treasury 30,837 30,525
    7 Ishrs Core S&P Mid-Cap 996 1,014
    214 Ishrs Core S&P Mid-Cap 35,628 30,987
    7 Ishrs Core S&P 500 1,409 1,448
    16 Ishrs Core S&P 500 3,145 3,310
    131 Ishrs Core S&P 500 28,342 27,100
    270 Ishrs Russell 2000 Index 30,876 32,297
    8 shrs Ultra Midcap400 Proshares 727 589
    45 shrs Ultra Midcap400 Proshares 4,229 3,312
    3 shrs Ultra S&P 500 Proshares 361 385
    8 shrs Ultra S&P 500 Proshares 1,052 1,026
    19 shrs Ultra S&P 500 Proshares 2,630 2,438
    62 Proshares Ultra 7-10 Year Treasury 3,730 3,440
    43 shrs Ultra Russell 2000 Proshares 3,533 3,888

    TY 2014 LegalFeesSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Lawrence, Kamin, Saunders & Uhlenhop, LLC Legal fees 670      


    TY 2014 OtherExpensesSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Illinois Charitable Trust Bureau 15      
    Secretary of State 10      
    Foreign Tax 169      


    TY 2014 OtherIncomeSchedule2
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NonDividend Distributions 1,631    
    Capital Gain Distributions 975    


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Coyle Asset Management Investment Advisory Fees 12,764 12,764    


    TY 2014 TaxesSchedule
    Name:
    The Guzior Family Foundation
    EIN: 20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal 700