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
FRANCIS BEIDLER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)53 W JACKSON NO 530   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60604
A Employer identification number

36-4260449
B Telephone number (see instructions)

(312) 922-3792
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$15,339,903
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 145 145  
4 Dividends and interest from securities...... 267,468 267,468  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,376
b Gross sales price for all assets on line 6a 1,276,684
7 Capital gain net income (from Part IV, line 2)... 202,376
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)....... 234,899 188,479  
12 Total. Add lines 1 through 11........ 704,888 658,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,500 3,750   3,750
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,900 0   2,900
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,475 22,438   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 111,512 29,212   18,964
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,387 55,400   25,614
25 Contributions, gifts, grants paid........ 748,150 748,150
26 Total expenses and disbursements. Add lines 24 and 25 903,537 55,400   773,764
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -198,649
b Net investment income (if negative, enter -0-) 603,068
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............... 176,871 111,019 111,019
2 Savings and temporary cash investments.......... 561,630 579,237 579,237
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........... 1,855    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,243,693 Click to see attachment4,253,549 8,216,505
c Investments—corporate bonds (attach schedule)........ 106,936    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,931,949 Click to see attachment4,877,986 6,433,142
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) 10,022,934 9,821,791 15,339,903
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,500,000 1,500,000
28 Paid-in or capital surplus, or land, bldg., and equipment fund 5,620,544 5,620,544
29 Retained earnings, accumulated income, endowment, or other funds 2,902,390 2,701,247
30 Total net assets or fund balances (see instructions)...... 10,022,934 9,821,791
31 Total liabilities and net assets/fund balances (see instructions).. 10,022,934 9,821,791
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 10,022,934
2 Enter amount from Part I, line 27a..................... 2 -198,649
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 9,824,285
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,494
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,821,791
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 PUBLICLY TRADED SECURITIES P    
b GAIN ON FOREIGN EXCHANGE RATES P    
c GAIN/LOSS FROM PARTNERSHIP P    
d LOSS ON FOREIGN EXCHANGE RATES P    
e
(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 1,276,682   928,693 347,989
b 2     2
c     145,613 -145,613
d     2 -2
e
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       347,989
b       2
c       -145,613
d       -2
e
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 2 202,376
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 756,769 15,476,744 0.048897
2012 713,345 15,193,141 0.046952
2011 732,994 14,789,146 0.049563
2010 735,357 15,978,439 0.046022
2009 825,532 14,927,978 0.055301
2 Total of line 1, column (d) ...................... 2 0.246735
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 0.049347
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 15,465,231
5 Multiply line 4 by line 3....................... 5 763,163
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 6,031
7 Add lines 5 and 6......................... 7 769,194
8 Enter qualifying distributions from Part XII, line 4.............. 8 773,764
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 6,031
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 6,031
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 6,031
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 4,160
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,660
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 9,629
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet9,629 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletFRANCIS BEIDLER III Telephone no.bullet (312) 922-3792
    Located atbullet53 WEST JACKSON STE 530CHICAGOIL ZIP+4bullet60604
    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
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    FRANCIS BEIDLER III OFFICER
    1.00
    2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    ELIZABETH TISDAHL OFFICER
    1.00
    2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    THOMAS B DORRIS OFFICER
    1.00
    2,500 0 0
    53 WEST JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,501,281
    b
    Average of monthly cash balances.......................
    1b
    766,319
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,433,142
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,700,742
    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
    15,700,742
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    235,511
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,465,231
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    773,262
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    773,262
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,031
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    5,924
    c
    Add lines 2a and 2b............................
    2c
    11,955
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    761,307
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,128
    5
    Add lines 3 and 4............................
    5
    765,435
    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
    765,435
    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
    773,764
    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
    773,764
    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
    6,031
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    767,733
    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 7 765,435
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 745,028
    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$ 773,764
    a Applied to 2013, but not more than line 2a 745,028
    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..... 28,736
    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 ..........
    736,699
    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:
    FRANCIS BEIDLER III
    53 W JACKSON BLVD SUITE 530
    CHICAGO,IL60604
    (312) 922-3792
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS NEED TO BE IN WRITING AND INCLUDE INFORMATION NECESSARY TO EVALUATE ORGANIZATION AND REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE. ALL DONEES MUST BE QUALIFYING ORGANIZATIONS PURSUANT TO IRC SECTION 170(C).
    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
    ACLU-ROGER BALDWIN FOUNDATION
    180 N MICHIGAN AVE STE 2300
    CHICAGO,IL60601
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    AIR LIFE LINE OF THE MIDWEST
    6100 W DIRKSEN PKWY
    PEORIA,IL61607
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    ALL OUR CHILDRENS ADVOCACY CENTER
    8651 S 79TH ST
    JUSTICE,IL60458
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    ALTERNATIVES INC
    4730 N SHERIDAN RD
    CHICAGO,IL60640
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    AMERICAN COLLEGE OF SURGEONS
    633 N ST CLAIR
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    AMERICAN CONSTITUTION SOCIETY
    1333 H ST NW
    WASHINGTON,DC20005
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    ARIZONA POSTPARTUM WELLNESS COALITION
    315 CHERRY AVE
    FLAGSTAFF,AZ86001
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    ASSOCIATION HOUSE OF CHICAGO
    2150 W NORTH AVE
    CHICAGO,IL60647
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    AUXILIARY OF STROGER HOSPITAL
    720 S WOLCOTT
    CHICAGO,IL60612
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    BENS EDUCATION FUND
    1717 PENNSYLVANIA AVE NW STE 350
    WASHINGTON,DC20006
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 7,000
    BETTER GOVERNMENT ASSOC
    28 E JACKSON BLVD STE1900
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 46,000
    BLUESTEM COMMUNICATIONS
    4507 N RAVENSWOOD AVE STE 106
    CHICAGO,IL60640
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    BOYS AND GIRLS CLUBS OF CHICAGO
    625 W JACKSON STE 300
    CHICAGO,IL60606
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 500
    BREAST CANCER RESEARCH FOUNDATION
    60 E 56TH ST 8TH FLOOR
    NEW YORK,NY10022
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    CABRINI GREEN LEGAL AID FUND
    740 N MILWAUKEE AVE
    CHICAGO,IL60642
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    CATHOLICS FOR A FREE CHOICE
    1436 U ST NW STE301
    WASHINGTON,DC20009
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 13,000
    CENTER FOR AMERICAN PROGRESS
    1333 H ST NW 10TH FL
    WASHINGTON,DC20005
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    CENTER FOR DOMESTIC PEACE
    2741 N SPALDING
    CHICAGO,IL60647
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    CENTER ON HALSTED
    3656 N HALSTED
    CHICAGO,IL60613
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    CHANNEL 11 CHICAGO EDUCATIONAL TV ASSOC
    5040 N ST LOUIS
    CHICAGO,IL60625
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    CHAPIN HALL CENTER FOR CHILDREN
    1155 E SIXTIETH ST
    CHICAGO,IL60637
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    CHICAGO ARCHITECTURE FOUND
    224 S MICHIGAN AVE
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    CHICAGO AREA PROJECT
    200 S MICHIGAN STE1400
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    CHICAGO BOTANIC GARDEN
    PO BOX 400
    GLENCOE,IL60022
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    CHICAGO CHILDRENS MUSEUM
    640 E ILLINOIS
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 39,000
    CHICAGO CRIME COMMISSION
    79 W MONROE
    CHICAGO,IL60603
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    CHICAGO FOUNDATION FOR WOMEN
    230 W SUPERIOR 4TH FLOOR
    CHICAGO,IL60610
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    CHICAGO LEGAL CLINIC
    2938 E 91ST ST
    CHICAGO,IL60617
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    CHICAGO METRO BATTERED WOMEN'S NETWORK
    1 E WACKER DR STE 1630
    CHICAGO,IL60601
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    CHICAGO VOLUNTEER LEGAL SERV
    100 N LASALLE ST STE 900
    CHICAGO,IL60602
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 9,500
    CHICAGO YOUTH CENTERS
    104 S MICHIGAN AVE 14TH FLOOR
    CHICAGO,IL60603
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 45,500
    CHILD CARE CENTER ASSOC EVANSTON
    1840 ASHBURY
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,500
    CHILDCARE NETWORK-EVANSTON
    1335 DODGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,500
    CITY HOLIDAY GIFT & FOOD DRIVE-EVANSTON
    2100 RIDGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    CONGAREE LAND TRUST
    PO BOX 5232
    COLUMBIA,SC29250
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    COURT APPOINTED SPECIAL ADVOCATES
    910 W VAN BUREN STE 339
    CHICAGO,IL60607
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    CRADLE THE
    2049 RIDGE RD
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    CROSSROADS FUND-SOLIDARITY FUND
    3411 W DIVERSEY PKWY 20
    CHICAGO,IL60647
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    CYC CAMP ROSENTHAL
    3384 CLAWSON RD
    DOWAGLAC,MI49047
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 7,000
    DAV VAN FUND
    5820 S HOHMAN
    HAMMOND,IN46320
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    DEERFIELD ACADEMY SCHOLARSHIP FUND
    PO BOX 306
    DEERFIELD,IL01342
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    DONORS FORUM LIBRARY
    208 S LASALLE ST STE740
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    DONORS FORUM OF CHICAGO-DUES
    208 S LASALLE ST STE740
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,150
    ERIE FAMILY HEALTH CENTER
    2100 RIDGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 13,000
    ETHS DISTRICT FOUNDATION
    1600 DODGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    EVANSTON HISTORY CENTER
    225 GREENWOOD
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    EVANSTON HOSPITAL
    1603 ORRINGTON AVE STE 750
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    EVANSTON SCHOOL CHILDRNS CLOTHING ASSN
    1314 RIDGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,500
    EVANSTON TOWNSHIP HIGH SCHOOL HEALTH CENTER
    1600 DODGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 10,500
    EVANSTON YMCA-PROJECT SOAR
    1000 GROVE ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    EVANSTON YWCA DAY CARE
    1215 CHURCH ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    FAMILY FOCUS
    310 S PEORIA STE 401
    CHICAGO,IL60607
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,500
    FAMILY INSTITUTE
    618 LIBRARY PLACE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 8,000
    FLEETWOOD-JOURDAIN THEATRE-EVANSTON
    2100 RIDGE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    FOREST LANDOWNER FOUNDATION
    900 CIRCLE 75 PKWY STE 205
    ATLANTA,GA30339
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    FOREST PARK PROJECT
    PO BOX 868
    LAKE FOREST,IL60045
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 16,000
    FOUNDATION 65
    PO BOX 750
    EVANSTON,IL60204
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    FRIENDS OF THE CHICAGO RIVER
    407 S DEARBORN ST STE 1580
    CHICAGO,IL60605
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    GATEWAY FOUNDATION
    55 E JACKSON STE 1500
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    GIANT STEPS IL
    8320 S MADISON ST
    BURR RIDGE,IL60527
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 30,000
    GIRL SCOUTS OF CHICAGO
    222 S RIVERSIDE PLAZA STE 2120
    CHICAGO,IL60606
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    GLESSNER HOUSE MUSEUM
    1800 S PRAIRIE AVE
    CHICAGO,IL60616
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 8,000
    HADLEY SCHOOL FOR THE BLIND
    700 ELM ST
    WINNETKA,IL60093
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    HAMMOND EDUCATION FUND
    5727 SOHL AVE
    HAMMOND,IN46320
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    HARVARD UNIVERSITY
    1350 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    HAVEN SCHOOL PTA
    2417 PRAIRIE AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    HEARTLAND ALLIANCE
    208 S LASALLE ST STE 1818
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    HINES FISHER HOUSE-VA HOSPITAL
    5000 S FIFTH AVE
    HINES,IL60141
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    HOME
    2916 CENTRAL ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    ILLINOIS COUNCIL AGAINST HANDGUN VIOLENCE
    175 W JACKSON STE A-1038
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    ILLINOIS PARTNERS FOR HUMAN SERVICE
    560 W LAKE ST
    CHICAGO,IL60661
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    ILLINIOS PATRIOT EDUCATION FUND
    4044 N LINCOLN STE 436
    CHICAGO,IL60618
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    INSIGHT CENTER-COMMEDUCDEVEL
    2201 BROADWAY STE 815
    OAKLAND,CA94612
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    INT'L RETT SYNDROME
    4600 DEVITT DR
    CINCINNATI,OH45246
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    JACOB BEIDLER ELEMENTARY SCHOOL
    3151 W WALNUT
    CHICAGO,IL60612
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 13,000
    JAZZ INSTITUTE OF CHICAGO
    410 S MICHIGAN AVE STE 500
    CHICAGO,IL60605
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    LAKE FOREST COLLEGE
    555 N SHERIDAN
    LAKE FOREST,IL60045
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    LAKE FOREST HOSPITAL
    660 N WESTMORELAND
    LAKE FOREST,IL60045
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    LANDMARKS PRESERVATION COUNCIL
    53 W JACKSON
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    LATINO RESOURCES SCHOLARSHIP FUND
    9540 DRAKE AVE
    EVANSTON,IL60203
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    LEGAL ASSISTANCE FOUNDATION
    111 W JACKSON 3RD FLOOR
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,500
    LEKOTEK
    2100 RIDGE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    LIFT - EVANSTON
    PO BOX 431
    EVANSTON,IL60204
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2200 N CANNON DR
    CHICAGO,IL60614
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    LITERATURE FOR ALL OF US
    2010 DEWEY AVE
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    MAKE A WISH FOUNDATION
    640 N LASALLE ST 280
    CHICAGO,IL60654
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 500
    MARIAN UNIVERSITY FOOTBALL
    3200 COLD SPRING RD
    INDIANAPOLIS,IN46222
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    MARTIN LUTHER KING LAB SCHOOL PTA
    2424 LAKE ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    METRO SQUASH
    5655 S UNIVERSITY
    CHICAGO,IL60637
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 10,000
    MIKVA CHALLENGE
    25 E WASHINGTON STE 826
    CHICAGO,IL60602
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    MORAN CNTR FOR YOUTH ADVOCACY
    828 DAVIS ST STE 304
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,500
    MUSIC INST OF CHICAGO
    1702 SHERMAN ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    NAMIFLORIDA
    1020 E LAFAYETTE ST 102
    TALLAHASSEE,FL32301
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    NAMIPALM BEACH COUNTY
    400 S DIXIE HWY 16
    LAKE WORTH,FL33460
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    NASBHC
    666 11TH ST NW STE 735
    WASHINGTON,DC20001
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    NATIONAL ALLIANCEMENTALLY ILL
    COLONIAL PLACE THREE 2107 WILSON
    BLVDSTE 300
    ARLINGTON,VA22201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    NATIONAL AUDUBON SOCIETY
    FRANCIS BEIDLER FOREST 336
    SANCTUARY RD
    HARLEYVILLE,SC29448
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 25,000
    NAT'L CENTER ON POVERTY LAW S SHRIVER
    205 W MONROE ST 2ND FLOOR
    CHICAGO,IL60606
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD
    CHICAGO,IL60640
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    NWESTERN UNIV FEINBERG SCHOOL OF MEDICINE
    420 E SUPERIOR 9TH FLOOR
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    NWESTERN UNIV LAW SCHOOL
    750 N LAKE SHORE DRIVE 8TH FLOOR
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    NWESTERN UNIV LAW-ENTREPRENEURSHIP PROGRAM
    357 E CHICAGO AVE
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 7,000
    OPERATION GRATITUDE
    16444 REFUGIO RD
    ENCINO,CA91436
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    OUNCE OF PREVENTION FUND
    33 W MONROE ST STE 2400
    CHICAGO,IL60603
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 20,000
    PLANNED PARENTHOOD
    18 S MICHIGAN AVE 6TH FLOOR
    CHICAGO,IL60603
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 27,000
    PLOUGHSHARES FUND
    FORT MASON
    SAN FRANCISCO,CA94123
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    POSSE FOUNDATION
    111 W JACKSON STE 1900
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    PROJECT ON GOVERNMENT OVERSIGHT
    1900 L STREET NW STE314
    WASHINGTON,DC20036
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 15,000
    PTRSP FOR PUBLIC SERVICE
    1725 EYE ST NW STE 900
    WASHINGTON,DC20006
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    PUBLIC INTEREST LAW INITIATIVE
    C/O DEPAUL UNIV 25 E JACKSON
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 32,000
    RAINBOW HOSPICE
    444 N NORTHWEST HWY STE 145
    PARK RIDGE,IL60068
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    RAGDALE FOUNDATION
    1260 N GREEN BAY RD
    LAKE FOREST,IL60045
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    ROBIE HOUSE
    209 S LASALLE
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    RUSH PRESBYTST LUKES HOSPITAL
    1653 W CONGRESS PKWY
    CHICAGO,IL60612
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 10,000
    SACRED PLACES
    1700 SAMSON ST 10TH FLOOR
    PHILADELPHIA,PA19103
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    SHOREFRONT
    PO BOX 1894
    EVANSTON,IL60204
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    SMITH MUSEUM OF STAINED GLASS
    NAVY PIER
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    SOJOURNER TRUTH HOUSE
    410 W 13TH AVE
    GARY,IN46407
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    SOUL CHILDREN
    PO BOX 201247
    CHICAGO,IL60620
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    SOUTH CAROLINA NATURE CONSERVANCY
    PO BOX 5475
    COLUMBIA,SC29250
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    SOUTH CENTRAL COMMUNITY SERVICES
    8316 S ELLIS
    CHICAGO,IL60609
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 20,000
    ST MARGARET MERCY - MCAULEY CLINIC
    5454 HOHMAN AVE
    HAMMOND,IN46320
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,500
    STRATEGIC LEARNING INITIATIVES
    954 W WASHINGTON
    CHICAGO,IL60607
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,000
    TEACH FOR AMERICA
    350 N OGDEN SUITE 410
    CHICAGO,IL60607
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    THE HILL FUND
    717 E HIGH ST
    POTTSTOWN,PA19464
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,500
    THRESHOLDS
    2700 LAKEVIEW
    CHICAGO,IL60614
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 4,500
    URBAN EDUCATION INITIATIVE
    1313 E 60TH ST
    CHICAGO,IL60637
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    VOICES FOR ILLINOIS CHILDREN
    208 S LASALLE ST STE1580
    CHICAGO,IL60604
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 3,000
    WBEZ CHICAGO PUBLIC RADIO
    848 E GRAND AVE
    CHICAGO,IL60611
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 11,000
    WORLD SECURITY INSTITUTE
    1779 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 17,000
    YMCA OF EVANSTON
    1000 GROVE ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 6,000
    YOUTH GUIDANCE
    122 S MICHIGAN AVE STE 1510
    CHICAGO,IL60603
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 2,000
    YOUTH JOB CENTER OF EVANSTON
    1114 CHURCH ST
    EVANSTON,IL60201
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 1,000
    YOUTH ORGANIZATIONS UMBRELLA
    1027 SHERMAN ST 2SW
    EVANSTON,IL60202
      501 (C) (3) GENERAL, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC 5,000
    Total .................................bullet 3a 748,150
    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 ............
        14 145  
    4 Dividends and interest from securities....     14 267,468  
    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..... 900099 40,495 16 188,479  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 202,376  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPY GRANT RECOVERY     01 4,128  
    bFOREIGN W/H TAX CLAIMS     01 1,797  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 40,495 664,393 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13704,888
    (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:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,900 0   2,900

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3,000 SHS. AT&T 82,817 100,770
    3,000 SHS. BAKER HUGHES 104,267 168,210
    590 SHS. BAXTER INT'L 25,121 43,241
    4,075 SHS. CISCO SYSTEMS 77,931 113,346
    3,225 SHS. CORNING 39,375 73,949
    1,650 SHS. CVS 49,731 158,912
    2,007 SHS. EMC CORP 49,953 59,688
    3,868 SHS. FIDELITY NAT'L FINANCIAL 82,358 133,253
    3,604 SHS. IBM CORP 53,709 578,226
    512 SHS. MCDONALDS 35,031 47,974
    3,396 SHS. MCDONALDS 249,989 318,205
    3,330 SHS. MICROSOFT 83,765 154,679
    2,184 SHS. MICROSOFT 59,990 101,447
    250 SHS. MONSANTO 20,207 29,868
    4,575 SHS. PFIZER 76,733 142,511
    1,500 SHS. QUALCOMM 51,075 111,495
    1,500 SHS. SCHLUMBERGER 75,548 128,115
    1,830 SHS. STERICYCLE 198,720 239,876
    1,024 SHS. STERICYCLE 99,903 134,226
    4,020 SHS. TEXAS INST 80,921 214,929
    4,960 SHS. THE MOSAIC CO. 300,106 226,424
    655 SHS. VISA 50,024 171,741
    840 SHS. WALGREENS BOOT ALLIANCE 49,957 64,008
    4,750 SHS ASTELLAS 34,877 67,107
    1,440 SHS FRESNIUS 45,039 53,482
    7,673 ADR GLAXO SMITHKLINE 315,050 330,402
    12,855 ADR UNILEVER 111,635 501,859
    25,500 ADR NESTLE 155,486 1,860,225
    26,654 SHS NIKKISO 248,485 250,073
    2,920 ADR NOVARTIS 164,302 270,567
    12,000 ADR SANOFI AVENTIS 431,925 547,320
    3,470 AUTONATION 197,732 209,623
    3,125 BERRY PLASTICS GROUP 75,082 98,594
    1,000 BORG WARNER 56,316 54,950
    4,175 COVANTA HOLDING 74,801 91,892
    1,289 SHS FIDELITY NAT'L FINANCIAL 17,831 20,289
    190 SHS GOOGLE 100,218 100,016
    2,165 SHS TOWERS WATSON 227,539 245,013

    TY 2014 InvestmentsOtherSchedule2
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FOUNDATION HOLDINGS II, LLC FMV 2,750,675 3,757,486
    OAK HARBOR IV FMV 198,571 572,705
    RIVER ROCK INVESTMENT III FMV 357,747 406,529
    AUTOFAIR INVESTORS FMV 600,000 600,000
    RIVER ROCK INVESTMENT IV FMV 489,847 527,217
    OAK HARBOR X FMV 481,146 569,205

    TY 2014 OtherDecreasesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Description Amount
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL OFFICE EXPENSE 79,170 0   15,834
    MISCELLANEOUS EXPENSE 1,104 1,104   0
    IL CHARITY BUREAU FUND 15 0   15
    FILING FEES 10 0   10
    BANK FEES 1,083 1,083   0
    INSURANCE 3,105 0   3,105
    OTHER DEDUCTIONS FROM PARTNERSHIPS 27,025 27,025   0


    TY 2014 OtherIncomeSchedule2
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RIVERROCK INVESTMENT FUND III LP 50,648 0 50,648
    AUTOFAIR INVESTORS LP 60,000 60,000 60,000
    FOUNDATION HOLDINGS LLC -7,561 -7,561 -7,561
    FOUNDATION HOLDINGS II LLC 136,040 136,040 136,040
    RIVERROCK INVESTMENT FUND IV LP -10,153 0 -10,153
    PY GRANT RECOVERY 4,128   4,128
    FOREIGN W/H TAX CLAIMS 1,797   1,797


    TY 2014 TaxesSchedule
    Name:
    FRANCIS BEIDLER FOUNDATION
    EIN: 36-4260449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX ON SECURITIES 22,438 22,438   0
    2014 FEDERAL TAX DUE 4,183 0   0
    2014 IL TAX DUE 1,904 0   0
    FEDERAL ESTIMATES 3,040 0   0
    IL ESTIMATES 1,910 0   0