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
PAUL BECHTNER FOUNDATION
C/O PAUL C WEAVER

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 29   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINNETKA, IL60093
A Employer identification number

36-3973429
B Telephone number (see instructions)

(847) 446-5739
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$26,497,457J 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).............. 7,329,200
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 27,326 12,648  
4 Dividends and interest from securities...... 492,155 492,155  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,084,563
b Gross sales price for all assets on line 6a 15,637,567
7 Capital gain net income (from Part IV, line 2)... 11,084,563
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 14,247 36  
12 Total. Add lines 1 through 11........ 18,947,491 11,589,402  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 22,850     22,850
c Other professional fees (attach schedule).... Click to see attachment 6,647 6,647    
17 Interest............... 168 168    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,496 3,096    
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 444 89   197
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,605 10,000   23,047
25 Contributions, gifts, grants paid........ 1,510,000 1,510,000
26 Total expenses and disbursements. Add lines 24 and 25 1,551,605 10,000   1,533,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,395,886
b Net investment income (if negative, enter -0-) 11,579,402
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............... 3,076,000 6,186,759 6,186,759
2 Savings and temporary cash investments..........      
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)........ 10,973,195 Click to see attachment17,981,202 20,309,207
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,556 Click to see attachment1,491 Click to see attachment1,491
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,060,751 24,169,452 26,497,457
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 14,060,751 24,169,452
30 Total net assets or fund balances (see instructions)...... 14,060,751 24,169,452
31 Total liabilities and net assets/fund balances (see instructions).. 14,060,751 24,169,452
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 14,060,751
2 Enter amount from Part I, line 27a..................... 2 17,395,886
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 91
4 Add lines 1, 2, and 3.......................... 4 31,456,728
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7,287,276
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 24,169,452
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 FRAC SHARE GABELLI GOLBAL TR P   2014-06-24
b 15K BS INCMENTS D 2011-05-01 2014-03-10
c 1200 SHS ANNALY CAP P 2013-11-26 2014-08-20
d 400 SHS TARGET P 2014-01-24 2014-10-01
e FRAC SHARE VODAFONE P 2011-05-24 2014-07-30
FRAC SHARE KINDER MORGAN INC P   2014-12-10
60K CHICAGO IL BOND D 2011-05-01 2014-01-06
230.007 SHS BLACKHAWK NETWORK P 2014-04-14 2014-05-05
400 SHS TARGET P 2014-01-24 2014-12-18
1090 SH VODAFONE P 2011-05-24 2014-02-24
6030 SHS AMCOL D   2014-05-10
100K HOUSTON TX BOND D 2011-05-01 2014-05-15
200 SHS CIT GROUP P 2014-04-03 2014-10-17
2000 SHS TITAN INTL P 2014-10-20 2014-10-28
FRAC SHARE ISHARES GOLD P   2014-08-18
25 K BUCKSPORT ME BOND D 2011-05-01 2014-03-01
20K ILLINOIS ST BOND D 2011-05-01 2014-05-15
200 SHS CITIGROUP P 2014-08-01 2014-10-17
526 SHS VERIZON COMM P 2014-02-24 2014-05-05
DIST IN EXCESS OF BASIS KINDER MORGA P   2014-12-31
KINDER MORGAN PTP P   2014-11-28
30K JOHN HANCOCK VAR BD D 2011-05-01 2014-07-15
100 SHS COACH P 2014-11-07 2014-11-28
1400 SHS ANNALY CAP MANG P 2011-07-29 2014-06-26
LITIGATION SETTLEMENTS P   2014-12-31
15K MINN & ST PAUL MINN BOND D 2011-05-01 2014-03-19
35K JOHN HANCOCK VAR BD D 2011-05-01 2014-11-17
400 SHS COOPER TIRE P 2013-11-12 2014-10-17
4400 SHS ANNALY CAP MANG P 2013-06-20 2014-08-20
25K SAVANNAH GA BOND D 2011-05-01 2014-08-01
25K METROPOLTIAN IL BD D 2011-05-01 2014-06-15
600 SHS HELMERICH & PAYNE P 2013-05-31 2014-03-19
100 SHS CF INDUSTRIES P 2013-02-20 2014-10-17
FRAC SHARE VODAFONE D 2011-07-21 2014-02-24
50K MONTGOMERY AL BD D 2011-05-01 2014-11-17
200 SHS HOLLYFRONTIER P 2013-10-21 2014-10-17
600 SHS CHEVRON P 2013-01-30 2014-12-01
35K WISCONSIN ST BOND D 2011-05-01 2014-08-15
10K PROTECTIVE VAR BD D 2011-05-01 2014-08-11
5100 ISHARES GOLD P 2014-02-07 2014-09-08
300 SHS CORNING INC P 2013-01-30 2014-12-01
133701 SHS AMCOL D   2014-05-10
30K WYOMING ST BD D 2011-05-01 2014-03-03
300 SHS KULICKE & SOFFA P 2013-11-07 2014-10-13
300 SHS GENERAL MOTORS P 2012-11-14 2014-10-17
FRAC SHARE HALYARD HEALTH P   2014-11-07
85K WYOMING ST BD D 2011-05-01 2014-03-03
100 SHS KULICKE & SOFFA P 2013-11-07 2014-10-15
700 SHS LOEWS CORP P 2013-04-07 2014-10-27
FRAC SARE MIRANT P   2014-01-31
80000 SS AMCOL D 1960-01-01 2014-05-12
200 SHS KULICKE & SOFFA P 2013-11-07 2014-10-28
3900 NEW GOLD INC P 2012-07-11 2014-06-26
FRAC SHARE KM INC P 2013-07-02 2014-12-02
40000 SHS AMCOL D 1960-01-01 2014-05-12
700 SHS LOEWS CORP P 2013-04-17 2014-10-27
2800 NEW GOLD INC P 2012-07-11 2014-12-01
8300 SHS AMCOL D 2011-05-01 2014-05-12
100 SHS AVX P 2014-04-10 2014-10-17
12000 SHS MCDERMOTT INTL P 2014-10-22 2014-11-12
5100 NEW GOLD INC P 2013-06-25 2014-12-23
40000 SHS AMCOL D 1960-01-01 2014-05-12
500 SHS AVX P 2014-04-10 2014-12-01
1000 SHS SONY CORP P 2014-10-21 2014-10-27
1400 SAFEWAY P 2013-06-21 2014-12-23
(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 5     5
b 15,000   15,147 -147
c 14,206   12,141 2,065
d 29,029   23,304 5,725
e 38     38
22   22  
60,000   60,000  
5,430   5,472 -42
29,625   23,304 6,321
36,450   56,105 -19,655
275,873   22,780 253,093
100,000   101,396 -1,396
9,050   9,753 -703
19,407   18,710 697
89     89
25,000   25,000  
20,000   20,000  
10,074   10,396 -322
24,869   25,309 -440
1,215     1,215
50,930   24,377 26,553
30,000   30,859 -859
3,691   3,345 346
16,468   23,224 -6,756
511     511
15,000   15,000  
35,000   35,261 -261
11,910   11,935 -25
52,087   59,260 -7,173
25,000   25,000  
25,000   25,000  
61,789   37,210 24,579
24,789   20,806 3,983
19     19
50,000   52,981 -2,981
8,426   8,970 -544
66,553   70,268 -3,715
35,000   35,000  
10,000   10,058 -58
61,954   62,282 -328
6,266   3,586 2,680
6,116,821   2,834,174 3,282,647
30,000   30,000  
3,764   3,554 210
9,161   7,383 1,778
33     33
85,000   85,000  
1,243   1,178 65
29,835   30,005 -170
5     5
3,660,000   26,680 3,633,320
2,792   2,370 422
24,949   36,703 -11,754
3   3  
1,830,000   14,044 1,815,956
29,835   30,005 -170
11,772   24,334 -12,562
379,725   308,262 71,463
1,241   1,331 -90
51,589   47,400 4,189
21,524   30,062 -8,538
1,830,000   1,200 1,828,800
7,095   6,655 440
17,470   17,400 70
48,723   32,000 16,723
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       5
b       -147
c       2,065
d       5,725
e       38
       
       
      -42
      6,321
      -19,655
      253,093
      -1,396
      -703
      697
      89
       
       
      -322
      -440
      1,215
      26,553
      -859
      346
      -6,756
      511
       
      -261
      -25
      -7,173
       
       
      24,579
      3,983
      19
      -2,981
      -544
      -3,715
       
      -58
      -328
      2,680
      3,282,647
       
      210
      1,778
      33
       
      65
      -170
      5
      3,633,320
      422
      -11,754
       
      1,815,956
      -170
      -12,562
      71,463
      -90
      4,189
      -8,538
      1,828,800
      440
      70
      16,723
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 11,084,563
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 42,635
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 756,750 16,285,179 0.046469
2012 592,000 12,483,825 0.047421
2011 393,700 7,887,811 0.049912
2010 342,250 6,935,739 0.049346
2009 280,000 6,375,128 0.043921
2 Total of line 1, column (d) ...................... 2 0.237069
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 0.047414
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 25,070,087
5 Multiply line 4 by line 3....................... 5 1,188,673
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 115,794
7 Add lines 5 and 6......................... 7 1,304,467
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,533,047
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 1 115,794
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  
3 Add lines 1 and 2........................... 3 115,794
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- ..... 5 115,794
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 11,297
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 145,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 156,297
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 40,503
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet40,503 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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
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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletPAUL C WEAVER Telephone no.bullet (847) 446-5739
    Located atbulletPO BOX 29WINNETKAIL ZIP+4bullet60093
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
     
    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
    PAUL C WEAVER DIRECTOR/PRE
    10.00     		0 0 0
    PO BOX 29
    WINNETKA,IL60093
    MARTHA J WEAVER DIRECTOR
    0.00     		0 0 0
    13315 BUTTERMILK BEND
    NORTH SAN JUAN,CA95960
    ANNEMARIE WEAVER DIRECTOR
    0.00     		0 0 0
    257 E DELAWARE
    APT 9C
    CHICAGO,IL60611
    ROBERT P WEAVER DIRECTOR
    0.00     		0 0 0
    323 BELLEVUE DRIVE
    BOULDER,CO80302
    WILLIAM T WEAVER DIRECTOR
    0.00     		0 0 0
    711 GRVES ST
    CHARLOTTESVILLE,VA22902
    HELEN W KINNAIRD DIRECTOR
    0.00     		0 0 0
    3215 TENNYSON STREET
    SAN DIEGO,CA92106
    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  
    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.............bullet  
    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 N/A  
    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
    17,955,155
    b
    Average of monthly cash balances.......................
    1b
    7,496,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,451,865
    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
    25,451,865
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    381,778
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,070,087
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,253,504
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,253,504
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    115,794
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    115,794
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,137,710
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,137,710
    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
    1,137,710
    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
    1,533,047
    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
    1,533,047
    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
    115,794
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,417,253
    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 1,137,710
    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.......  
    b From 2010.......  
    c From 2011....... 2,186
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 2,186
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,533,047
    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..... 1,137,710
    e Remaining amount distributed out of corpus 395,337
    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 5 397,523
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		397,523
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 2,186
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 395,337
    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 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
    NORTHWESTERN MEMORIAL FOUND
    251 EAST HURON ST 3-200
    CHICAGO,IL60611     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 50,000
    WINNETKA COMMUNITY HOUSE
    620 LINCOLN AVE
    WINNETKA,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    SAN DIEGO HISTORY CENTER
    1649 EL PRADO SUITE 3
    SAN DIEGO,CA92101     		NONE 501C3 CULTURAL SUPPORT 40,000
    SAND DIEGO MUSEUM OF ART
    PO BOX 122107
    SAN DIEGO,CA92112     		NONE 501C3 CULTURAL SUPPORT 40,000
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE 3RD
    BOSTON,MA02215     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 100,000
    REFUGE POINT
    689 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 50,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE 2ND FLOO
    NEW YORK,NY10001     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 50,000
    U OF CHICAGO LAB SCHOOL
    5235 S HARPER CT 450
    CHICAGO,IL60615     		NONE 501C3 EDUCATIONAL SUPPORT 100,000
    SOUTH YUBA RIVER CITIZENS LEAGUE
    313 RAILROAD AVE SUITE 1
    NEVADA CITY,CA95959     		NONE 501C3 ENVIRONMENTAL SUPPORT 5,000
    POLESTAR EDUCATION
    15-2662 PAHOA VILLAGE RD
    PAHOA,HI96778     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    APPROPRIATE PROJECTS WATER CHARITY
    PO BOX 368
    CRESTLINE,CA92325     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 50,000
    SOLAR COOKERS INTERNATIONAL
    1919 21ST ST 203
    SACRAMENTO,CA95811     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    BEAR RIVER LAND TRUST
    12183 AUBURN RD
    GRASS VALLEY,CA95949     		NONE 501C3 ENVIRONMENTAL SUPPORT 20,000
    JANE GOODALL INSTITUTE
    1595 SPRING HILL ROAD 55
    VIENNA,VA22182     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    EARTH TRAIN FOUNDATION
    1223 SOLANO AVE SUITE 1
    ALBANY,CA94706     		NONE 501C3 ENVIRONMENTAL SUPPORT 50,000
    CAMPAIGN FOR TIBET
    1825 JEFFERSON PL NW
    WASHINGTON,DC20096     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    AMERICAN RIVERS INC
    1101 14TH ST 1400
    WASHINGTON,DC20005     		NONE 501C3 ENVIRONMENTAL SUPPORT 20,000
    SIERRA CLUB FOUNDATION
    85 2ND STREET 750
    SAN FRANCISCO,CA94105     		NONE 501C3 ENVIRONMENTAL SUPPORT 10,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		NONE 501C3 ENVIRONMENTAL SUPPORT 10,000
    GARY COMER YOUTH CENTER
    7200 S INGLESIDE AVE
    CHICAGO,IL60619     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    COLORADO PUBLIC RADIO
    7409 S ALTON CT
    CENTENNIAL,CO80112     		NONE 501C3 CULTURAL SUPPORT 25,000
    CONSUMER UNION OF THE US
    101 TRUMAN AVE
    YONKERS,NY10703     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    CASE WESTERN RESERVE SCHOOL OF LAW
    10900 EUCLID AVE
    CLEVELAND,OH44106     		NONE 501C3 EDUCATIONAL SUPPORT 10,000
    SUMI NUNGWA
    PO BOX 9822
    SALT LAKE CITY,UT84109     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    CU FOUNDATION
    10901 W 120TH AVE 200
    BROOMFIELD,CO80021     		NONE 501C3 EDUCATIONAL SUPPORT 5,000
    DENVER ART MUSEUM
    100 W 14TH AVE PKWY
    DENVER,CO80204     		NONE 501C3 CULTURAL SUPPORT 10,000
    TULANE UNIVERSITY
    PO BOX 61075
    NEW ORLEANS,LA701619986     		NONE 501C3 EDUCATIONAL SUPPORT 40,000
    THE BARNARD FUND
    3009 BROADWAY
    NEW YORK,NY10027     		NONE 501C3 EDUCATIONAL SUPPORT 5,000
    KELLOGG SCHOOL OF MGMT
    1201 DAVIS ST
    EVANSTON,IL60208     		NONE 501C3 EDUCATIONAL SUPPORT 10,000
    CONGREGATION BONAI SHALOM
    1527 CHERRYVALE ROAD
    BOULDER,CO80303     		NONE 501C3 RELIGIOUS SUPPORT 10,000
    HADASSAH
    50 WEST 58TH STREET
    NEW YORK CITY,NY10019     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 2,000
    JEWISH COLORADO
    300 S DAHLIA STREET SUI
    DENVER,CO80246     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    DENVER SCHOOL OF SCIENCE
    3401 QUEBEC ST SUITE 720
    DENVER,CO80207     		NONE 501C3 EDUCATIONAL SUPPORT 5,000
    DUBLIN SCHOOL
    PO BOX 522 18 LEHMANN WA
    DUBLIN,NH03444     		NONE 501C3 EDUCATIONAL SUPPORT 8,000
    AMERICAN COLLEGE OF OB GYN
    409 12TH STREET SW
    WASHINGTON,DC20024     		NONE 501C3 MEDICAL RESEARCH 5,000
    DOCTORS WO BORDERS
    333 SEVENTH AVE 2ND FLOO
    NEW YORK,NY10001     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 40,000
    INSIDEOUT WRITERS
    1212 N VERMONT AVE 2ND
    LOS ANGELES,CA90029     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    AVODAH
    7733 MAPLE ST
    NEW ORLEANS,LA70118     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    NMH FOUNDATION (CALS)
    251 EAST HURON ST 3-200
    CHICAGO,IL60611     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 175,000
    GARY COMER YOUTH CENTER
    7200 S INGLESIDE AVE
    CHICAGO,IL60619     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 25,000
    WINNETKA COMMUNITY HOUSE
    620 LINCOLN AVE
    WINNETKA,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 50,000
    WINNETKA HISTORICAL SOCIETY
    PO BOX 365
    WINNETKA,IL60093     		NONE 501C3 CULTURAL SUPPORT 10,000
    CASA NORTE
    3533 W NORTH AVE
    CHICAGO,IL60647     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 75,000
    A JUST HARVEST
    PO BOX 608033
    CHICAGO,IL60626     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    FAMILY PROMISE
    PO BOX 484
    GLENCOE,IL60022     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME04609     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    FEED THE DREAM
    PO BOX 2642
    GLENVIEW,IL60025     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    CAMP KESEM
    PO BOX 452
    CULVER CITY,CA90232     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    JACKSON LAB
    PO BOX 254
    BAR HARBOR,ME04609     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    HOLY FAMILY MINISTRY
    550 FRONTAGE ROAD 2820
    NORTHFIELD,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 10,000
    BOSTON Y CAMPS
    PO BOX 845901
    BOSTON,MA02115     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    HILLSIDE CHILDREN'S FOUNDATION
    1183 MONROE AVE
    ROCHESTER,NY14620     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    U OF ILL FOUNDATION - UIC CURE VIO
    1305 WEST GREEN ST
    URBANA,IL61801     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    SUMMER SEARCH
    500 SANSOME ST SUITE 350
    SAN FRANCISCO,CA94111     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 5,000
    BIG BROTHERS BIG SISTERS
    560 W LAKE ST 5TH FLOOR
    CHICAGO,IL60661     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 2,500
    U OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53726     		NONE 501C3 EDUCATIONAL SUPPORT 5,000
    MDI YMCA
    21 PARK STREET
    BAR HAROBOR,ME04609     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 2,500
    NORTH SHORE SENIOR CENTER
    161 NORTHFIELD RD
    NORTHFIELD,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 15,000
    WINNETKA FAMILY SERVICES
    992 1/2 GREEN BAY ROAD
    WINNETKA,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 15,000
    GLESSNER HOUSE MUSEUM
    1800 S PRAIRIE AVE
    CHICAGO,IL60616     		NONE 501C3 CULTURAL SUPPORT 25,000
    CURE ALZHEIMER'S FUND
    34 WASHINGTON STREET 20
    WELLSLEY HILLS,MA02481     		NONE 501C3 MEDICAL RESEARCH 25,000
    PAWS CHICAGO
    1997 M/ CLYBOURN AVE
    CHICAGO,IL60614     		NONE 501C3 SUPPORT OF ANIMALS 25,000
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVE 700
    CHICAGO,IL60601     		NONE 501C3 ENVIRONMENTAL SUPPORT 25,000
    WISCONSIN MARITIME MUSEUM
    75 MARITIME DRIVE
    MANITOWAC,WI54220     		NONE 501C3 CULTURAL SUPPORT 25,000
    LINCOLN PARK ZOO
    2001 NORTH CLARK ST
    CHICAGO,IL60614     		NONE 501C3 SUPPORT OF ANIMALS 25,000
    NSAL
    620 LINCOLN AVE
    WINNETKA,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 25,000
    ACADEMY OF NUTRITION & DIETETICS
    120 SOUTH RIVERSIDE DRIVE
    CHICAGO,IL60606     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 25,000
    WTTW
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		NONE 501C3 CULTURAL SUPPORT 1,000
    UBUNTU
    88 SOUTHFIELD RD
    CONCORD,MA01742     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 500
    FRIENDS OF THE CHICAGO RIVER
    411 SOUTH WELLS ST 800
    CHICAGO,IL60607     		NONE 501C3 ENVIRONMENTAL SUPPORT 1,000
    EVANSTON COMMUNITY FOUNDATION
    1560 SHERMAN AVE SUITE 5
    EVANSTON,IL60201     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 2,500
    MIT
    600 MEMORIAL DRIVE W-98
    CAMBRIDGE,MA02139     		NONE 501C3 EDUCATIONAL SUPPORT 1,000
    THE VOLUNTEER CENTER
    520 GLENDALE AVE 211
    WINNETKA,IL60093     		NONE 501C3 SUPPORT FOR SOCIAL SERVICES 1,000
    WYCC
    6258 S UNION AVE
    CHICAGO,IL60621     		NONE 501C3 CULTURAL SUPPORT 1,000
    CORNELL U
    130 E SENECA ST SUITE 4
    ITHACA,NY14850     		NONE 501C3 EDUCATIONAL SUPPORT 1,000
    WBEZ
    848 E GRAND AVE
    CHICAGO,IL60611     		NONE 501C3 CULTURAL SUPPORT 1,000
    Total .................................bullet 3a 1,510,000
    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 ............     		    1 27,326  
    4 Dividends and interest from securities....     14 492,155  
    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.....     15 36  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 11,084,563  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUBIT PTN INCOME 900099 -10,166      
    bUBIT RECAPTURE ON SALE OF PTP 900099 24,377      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 14,211 11,604,080  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1311,618,291
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    Employer identification number

    36-3973429
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER         		Employer identification number

    36-3973429
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    PAUL WEAVER  
    660 PINE STREET
     
    WINNETKA, IL60093

    		$1,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    ANNEMARIE WEAVER  
    257 E DELAWARD PLACE 9C
     
    CHICAGO, IL60611

    		$14,044


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    MARJORIE WEAVER  
    3215 TENNYSON
     
    SAN DIEGO, CA92106

    		$26,680


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER         		Employer identification number

    36-3973429
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 40,000 SHS AMCOL CORPORATION $ 1,832,200 2014-03-24
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 40000 SHS AMCOL CORPORATION $ 1,832,200 2015-03-24
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 80000 SHS AMCOL INTERNATIONAL $ 3,664,800 2014-03-24
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER         		Employer identification number

    36-3973429
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      22,850     22,850

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERITRADE 3969 3,834,710 5,403,030
    AMERITRADE 3947 1,054,300 1,136,843
    VANGUARD 13,092,192 13,769,334

    TY 2014 OtherAssetsSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISC RECEIVABLE 11,556 1,491 1,491


    TY 2014 OtherDecreasesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT EXPENSES GOLD 89 89    
    NON DEDUCTIBLE EXPENES 108      
    BANK FEES 50      
    POSTAGE 187     187
    FILING FEE 10     10


    TY 2014 OtherIncomeSchedule2
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      36 36  
    UBIT PTN INCOME -10,166    
    UBIT RECAPTURE ON SALE OF PTP 24,377    


    TY 2014 OtherIncreasesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 6,647 6,647    


    TY 2014 SubstantialContributorsSch
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Name Address
    PAUL WEAVER P O BOX 29
    WINNETKA,IL60093
    MARJORIE WEAVER C/O KINNARD 3215 TENNYSON
    SAN DIEGO,CA95960
    ANNEMARIE WEAVER 257 E DELAWARE APT 9C
    CHICAGO,IL60611


    TY 2014 TaxesSchedule
    Name:
    PAUL BECHTNER FOUNDATION
    C/O PAUL C WEAVER
    EIN: 36-3973429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 8,400      
    FOREIGN TAX WITHHELD 3,096 3,096