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
EDMOND AND ALICE OPLER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 547   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAK LAWN, IL60454
A Employer identification number

36-3137745
B Telephone number (see instructions)

(312) 372-0440
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$19,994,885J 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 28 28  
4 Dividends and interest from securities...... 577,667 577,667  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 681,423
b Gross sales price for all assets on line 6a 3,912,771
7 Capital gain net income (from Part IV, line 2)... 681,423
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 145,162 145,162  
12 Total. Add lines 1 through 11........ 1,404,280 1,404,280  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,000 38,400   153,600
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 14,000 14,000   0
c Other professional fees (attach schedule).... Click to see attachment 104,995 104,995   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,227 21,477   11,750
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 7,699 7,699   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 351,921 186,571   165,350
25 Contributions, gifts, grants paid........ 895,500 895,500
26 Total expenses and disbursements. Add lines 24 and 25 1,247,421 186,571   1,060,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,859
b Net investment income (if negative, enter -0-) 1,217,709
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............... 55,116 37,453 37,453
2 Savings and temporary cash investments.......... 210,617 392,691 392,691
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)........ 5,531,860 Click to see attachment6,194,498 9,463,506
c Investments—corporate bonds (attach schedule)........ 5,352,633 Click to see attachment4,745,106 4,786,558
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,055,564 Click to see attachment4,992,901 5,314,677
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) 16,205,790 16,362,649 19,994,885
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................... 16,205,790 16,362,649
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 16,205,790 16,362,649
31 Total liabilities and net assets/fund balances (see instructions).. 16,205,790 16,362,649
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 16,205,790
2 Enter amount from Part I, line 27a..................... 2 156,859
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 16,362,649
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 16,362,649
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 60 SHS WATERS CORPORATION P 2012-03-15 2014-01-07
b 200 SHS LKQ CORPORATION P 2013-02-27 2014-01-16
c 150 SHS FMC TECHNOLOGIES P 2013-03-22 2014-01-17
d 69 SHS ENTERPRISE FINANCIAL SERVICES P 2007-05-01 2014-03-12
e 300 SHS ENTERPRISE FINANCIAL SERVICES P 2010-05-12 2014-03-12
420 SHS PROGRESSIVE OHIO P 2012-01-19 2014-03-12
120 SHS BEAM INC P 2012-11-01 2014-05-01
70 SHS WATERS CORPORATION P 2012-08-21 2014-05-13
.500 SHS NOW P 2006-09-13 2014-06-06
15 SHS NOW P 2008-10-08 2014-06-23
32 SHS NOW P 2006-09-13 2014-06-23
60 SHS NATIONAL-OILWELL VARCO P 2008-10-08 2014-07-22
10 SHS NATIONAL-OILWELL VARCO P 2006-09-13 2014-07-22
30 SHS INTERCONTINENTALEXCHANGE GRP P 2008-03-27 2014-09-24
100 SHS AVAGO TECHNOLOGIES LTD P 2013-07-29 2014-12-03
230 SHS TIBCO SOFTWARE P 2012-11-02 2014-12-08
150 SHS TIBCO SOFTWARE P 2013-03-21 2014-12-08
220 SHS TIBCO SOFTWARE P 2013-03-22 2014-12-08
.910 SHS WHITING PETROLEUM P 2013-01-30 2014-12-08
.727 SHS VODAFONE GROUP PLC SP ADR P 2009-12-21 2014-02-25
.006 SHS VERIZON COMMUNICAIONS P 2014-02-24 2014-02-26
2000 SHS ENERGY TRANSFER PARTNERS LP P 2010-12-27 2014-03-20
1715 SHS TEVA PHARMACEUTICAL IND ADR P 2004-03-11 2014-03-20
525 SHS TEVA PHARMACEUTICAL IND ADR P 2004-08-11 2014-03-20
155 SHS EXXON MOBIL P 2007-05-02 2014-03-20
1015 SHS EXXON MOBIL P 2005-09-15 2014-03-20
1110 SHS CATERPILLAR P 2004-01-30 2014-03-20
1635.637 SHS VODAFONE GROUP PLC SP ADR P 2009-12-21 2014-03-24
1636.363 SH VODAFONE GROUP PLC SP ADR P 2010-01-26 2014-03-24
250000 IBM P 2011-05-09 2014-05-12
.500 SHS NOW P 2005-11-10 2014-06-03
250000 METLIFE P 2012-02-08 2014-06-15
422 SHS NOW P 2005-11-10 2014-06-23
250000 SLM MED TRM F/R P 2005-01-07 2014-07-25
800 SHS TERADATA P 2013-05-08 2014-09-23
1352.750 SHS KITE REALTY GROUP TRUST P 2009-05-13 2014-09-24
647.250 SHS KITE REALTY GROUP TRUST P 2009-05-13 2014-09-24
1400 SHS NOBLE ENERGY P 2014-08-25 2014-09-24
415 SHS PEPSICO P 2000-11-22 2014-09-24
320 SHS NIKE CL B P 2007-06-06 2014-12-09
500 SHS GILEAD SCIENCES P 2007-07-19 2014-12-09
855 SHS GENERAL ELECTRIC P 2001-01-16 2014-12-09
430 SHS FISERV P 2003-04-23 2014-12-09
240 SHS CALIFORNIA RESOURCES P 2013-10-18 2014-12-12
440 SHS CALIFORNIA RESOURCES P 2014-03-20 2014-12-12
160 SHS CALIFORNIA RESOURCES P 2013-05-08 2014-12-12
600 SHS ANSYS P 2007-01-18 2014-12-17
VERIZON BASIS ADJUSTMENT P   2014-04-15
LEHMAN BASIS ADJUSTMENT P   2014-05-12
PERRIGO BASIS ADJUSTMENT P   2014-01-12
2700 SHS BANK MONTREAL QUEBEC P   2014-09-04
2500 SHS ISHS SILVER TR P 2010-10-07 2014-09-24
.027 SHS KINDER MORGAN MGMT LLC P 2009-04-13 2014-02-18
2797 SHS KINDER MORGAN MGMT LLC P   2014-02-24
4000 SHS MERCK & COMPANY P   2014-01-17
800 SHS PHILLIPS 66 P 2012-04-09 2014-05-14
550 SHS SPDR GOLD TRUST P 2010-10-07 2014-09-30
500 SHS UNITED TECHNOLOGIES CORP P 2001-04-23 2014-01-15
1300 SHS UNITED TECHNOLOGIES CORP P   2014-01-17
500 SHS WASHINGON PRIME GRP INC P 2014-03-07 2014-06-05
22 SHS C PSX 05171470 P 2014-04-30 2013-10-30
40 SHS C VZ 01181450 P 2014-01-18 2012-08-07
20 SHS C MCD XXX-XX-XXXX P 2014-07-08 2014-03-12
1375 SHS MKT JR GOLD MNRS NEW P   2014-09-24
3500 SHS GLBL X SILVER MINERS P   2014-09-24
22676.007 SHS ING GLB RL EST P   2014-03-07
1800 SHS MKT VECT GOLD MINERS P   2014-09-24
650 SHS OPPEN DEV MKT A P 2010-09-09 2014-09-24
513.875 BAIRD SHRT TRM BD I P 2012-12-31 2014-04-30
143.737 BAIRD SHRT TRM BD I P 2012-12-31 2014-05-12
821.355 BAIRD SHRT TRM BD I P 2012-12-31 2014-06-12
605.128 BAIRD SHRT TRM BD I P 2012-12-31 2014-10-21
22117.370 BAIRD AGRGT BD I P   2014-09-30
BASIS ADJUSTMENT ALPS/ALL P   2014-01-15
BAIRD CAPITAL GAIN DISTRIBUTIONS P   2014-12-31
(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 5,997   5,573 424
b 5,815   4,605 1,210
c 7,632   7,852 -220
d 1,334   1,708 -374
e 5,799   3,314 2,485
9,934   8,405 1,529
10,020   6,680 3,340
7,278   5,330 1,948
17   7 10
529   190 339
1,129   398 731
5,166   1,749 3,417
861   272 589
5,968   4,038 1,930
9,486   3,659 5,827
5,520   5,977 -457
3,600   3,508 92
5,280   4,510 770
31   47 -16
30   31 -1
      0
107,096   100,326 6,770
86,072   53,906 32,166
26,349   14,233 12,116
14,618   12,410 2,208
95,727   64,010 31,717
106,407   42,916 63,491
59,874   68,879 -9,005
59,901   65,760 -5,859
250,000   249,780 220
17   5 12
250,000   250,000 0
14,956   4,742 10,214
250,000   249,063 937
34,152   43,206 -9,054
33,245   16,145 17,100
15,907   7,687 8,220
98,805   99,315 -510
38,806   18,293 20,513
30,979   9,017 21,962
52,820   10,069 42,751
21,811   39,452 -17,641
30,177   6,837 23,340
1,312   2,048 -736
2,406   3,526 -1,120
875   1,245 -370
47,841   13,533 34,308
75,925     75,925
38,656     38,656
189     189
211,298   161,530 49,768
42,474   55,600 -13,126
2   1 1
200,210   81,716 118,494
205,436   151,099 54,337
58,199   27,474 30,725
64,030   71,588 -7,558
56,174   19,233 36,941
146,052   45,834 100,218
9,395   9,619 -224
6,050   29,700 -23,650
4,601     4,601
5,320   4,660 660
48,179   154,482 -106,303
39,093   65,515 -26,422
430,391   400,778 29,613
40,139   94,911 -54,772
26,000   20,287 5,713
5,000   5,010 -10
1,400   1,401 -1
8,000   8,008 -8
5,900   5,900 0
236,656   235,533 1,123
    67,213 -67,213
126,423     126,423
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       424
b       1,210
c       -220
d       -374
e       2,485
      1,529
      3,340
      1,948
      10
      339
      731
      3,417
      589
      1,930
      5,827
      -457
      92
      770
      -16
      -1
      0
      6,770
      32,166
      12,116
      2,208
      31,717
      63,491
      -9,005
      -5,859
      220
      12
      0
      10,214
      937
      -9,054
      17,100
      8,220
      -510
      20,513
      21,962
      42,751
      -17,641
      23,340
      -736
      -1,120
      -370
      34,308
      75,925
      38,656
      189
      49,768
      -13,126
      1
      118,494
      54,337
      30,725
      -7,558
      36,941
      100,218
      -224
      -23,650
      4,601
      660
      -106,303
      -26,422
      29,613
      -54,772
      5,713
      -10
      -1
      -8
      0
      1,123
      -67,213
      126,423
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 2 681,423
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 1,007,351 18,953,292 0.053149
2012 963,850 18,036,398 0.053439
2011 933,686 17,730,000 0.052661
2010 965,365 17,797,601 0.054241
2009 934,261 16,271,750 0.057416
2 Total of line 1, column (d) ...................... 2 0.270906
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 0.054181
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 19,956,959
5 Multiply line 4 by line 3....................... 5 1,081,288
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 12,177
7 Add lines 5 and 6......................... 7 1,093,465
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,060,850
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 24,354
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 24,354
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 24,354
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 31,240
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,240
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1
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 6,885
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,885 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWINEBERG SOLHEIM HOWELL SHAIN CPA Telephone no.bullet (312) 372-0440
    Located atbullet180 N LASALLE SUITE 2200CHICAGOIL ZIP+4bullet60601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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
    BARBARA KUPFERBERG DIRECTOR
    20.00     		48,000 0 0
    380 WOODLAND RD
    HIGHLAND PARK,IL60035
    LYLE OLSON TREASURER
    20.00     		48,000 0 0
    909 BARCLAY CIRCLE
    LAKE FOREST,IL60045
    ROSEMARY MORRIS SECRETARY
    20.00     		48,000 0 0
    10905 S KENNETH
    OAK LAWN,IL60453
    RITA EGAN PRESIDENT
    20.00     		48,000 0 0
    9724 S TULLEY AVE
    OAK LAWN,IL60453
    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
    19,834,351
    b
    Average of monthly cash balances.......................
    1b
    426,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,260,872
    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
    20,260,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    303,913
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,956,959
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    997,848
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    997,848
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    24,354
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,354
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    973,494
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    973,494
    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
    973,494
    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
    1,060,850
    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
    1,060,850
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,060,850
    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 7 973,494
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 130,187
    b From 2010....... 82,992
    c From 2011....... 57,845
    d From 2012....... 70,785
    e From 2013....... 72,897
    fTotal of lines 3a through e......... 414,706
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,060,850
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 973,494
    e Remaining amount distributed out of corpus 87,356
    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 5 502,062
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		130,187
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		371,875
    10 Analysis of line 9:
    a Excess from 2010.... 82,992
    b Excess from 2011.... 57,845
    c Excess from 2012.... 70,785
    d Excess from 2013.... 72,897
    e Excess from 2014.... 87,356
    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
    AVENUES TO INDEPENDENCE
    515 BUSSE HIGHWAY
    PARK RIDGE,IL60068     		NONE 501C CIVIC & SOCIAL 5,000
    BEYOND OCD (FORMERLY OCD CHICAGO)
    2300 LINCOLN PARK WEST
    CHICAGO,IL60614     		NONE 501C CIVIC & SOCIAL 15,000
    CANCER WELLNESS CENTER
    215 REVERE DR
    NORTHBROOK,IL60062     		NONE 501C CIVIC & SOCIAL 20,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD SUITE 311
    CHICAGO,IL60613     		NONE 501C CIVIC & SOCIAL 7,500
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    721 N LASALLE ST
    CHICAGO,IL60654     		NONE 501C CIVIC & SOCIAL 10,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL60022     		NONE 501C CIVIC & SOCIAL 10,000
    CHILDREN'S ONCOLOGY SOCIETY INC
    213 W INSTITUTE PLACE SUITE 511
    CHICAGO,IL60610     		NONE 501C CIVIC & SOCIAL 15,000
    COLLEGE BOUND OPPORTUNITIES
    2033 N MILWAUKEE AVE SUITE 246
    RIVERWOODS,IL60174     		NONE 501C CIVIC & SOCIAL 7,500
    CORAZON A CORAZON
    8235 SOUTH SHORE DR
    CHICAGO,IL60617     		NONE 501C CIVIC & SOCIAL 5,000
    COUNTRYSIDE ASSOCIATION FOR PEOPLE WITH DISABILITIES
    21154 W SHIRLEY RD
    PALATINE,IL600742028     		NONE 501C CIVIC & SOCIAL 10,000
    CYSTIC FIBROSIS FOUNDATION
    150 N MICHIGAN AVE SUITE 400
    CHICAGO,IL606017524     		NONE 501C CIVIC & SOCIAL 10,000
    DEBORAH'S PLACE
    2822 W JACKSON BLVD
    CHICAGO,IL60612     		NONE 501C CIVIC & SOCIAL 10,000
    DENTAL LIFELINE
    PO BOX 211
    NORTHBROOK,IL60065     		NONE 501C CIVIC & SOCIAL 15,000
    DISABLED PATRIOT FUND
    10767 W 163RD PLACE
    ORLAND PARK,IL60467     		NONE 501C CIVIC & SOCIAL 10,000
    CASA OF COOK COUNTY
    1100 S HAMILTON 8 WEST
    CHICAGO,IL60612     		NONE 501C CIVIC & SOCIAL 7,500
    EXECUTIVE SERVICE CORPS OF CHICAGO
    25 E WASHINGTON SUITE 1500
    CHICAGO,IL60602     		NONE 501C CIVIC & SOCIAL 10,000
    FRIEDMAN PLACE A COMMUNITY FOR ADULTS WITH VISION LOSS
    5527 N MAPLEWOOD
    CHICAGO,IL606540547     		NONE 501C CIVIC & SOCIAL 20,000
    GOOD SHEPHARD MANOR
    PO BOX 260
    MOMENCE,IL60954     		NONE 501C CIVIC & SOCIAL 30,000
    HINSDALE HOSPITAL
    120 N OAK ST
    HINSDALE,IL60521     		NONE 501C CIVIC & SOCIAL 35,000
    HUBBARD STREET DANCE CHICAGO
    1147 W JACKSON BLVD
    CHICAGO,IL606072905     		NONE 501C CIVIC & SOCIAL 7,500
    INTERFAITH HOUSE
    3456 W FRANKLIN BLVD
    CHICAGO,IL60624     		NONE 501C CIVIC & SOCIAL 2,500
    JEWISH CHILD AND FAMILY SERVICES
    216 W JACKSON BLVD SUITE 818
    CHICAGO,IL60606     		NONE 501C CIVIC & SOCIAL 20,000
    JEWISH FEDERATION OF METROPOLITAN CHICAGO
    30 S WELLS ST
    CHICAGO,IL60606     		NONE 501C CIVIC & SOCIAL 15,000
    JOURNEYCARE
    405 LAKE ZURICH RD
    BARRINGTON,IL60010     		NONE 501C CIVIC & SOCIAL 10,000
    KESHET
    617 LANDWEHR RD
    NORTHBROOK,IL60062     		NONE 501C CIVIC & SOCIAL 10,000
    KOHL CHILDREN'S MUSEUM
    2100 PATRIOT BLVD
    GLENVIEW,IL60026     		NONE 501C CIVIC & SOCIAL 5,000
    LA CASA NORTE
    3533 W NORTH AVE
    CHICAGO,IL60647     		NONE 501C CIVIC & SOCIAL 5,000
    LA RABIDA CHILDREN'S HOSPITAL
    EAST 65TH STREET AT LAKE MICHIGAN
    CHICAGO,IL60649     		NONE 501C CIVIC & SOCIAL 10,000
    LAKE COUNTY HAVEN
    PO BOX 127
    LIBERTYVILLE,IL60048     		NONE 501C CIVIC & SOCIAL 6,000
    LAWRENCE HALL YOUTH SERVICES
    4833 N FRANCISCO AVE
    CHICAGO,IL606253640     		NONE 501C CIVIC & SOCIAL 7,500
    LESTER AND ROSALIE ANIXTER CENTER
    2001 N CLYBOURN AVE 3RD FLOOR
    CHICAGO,IL606144036     		NONE 501C CIVIC & SOCIAL 7,500
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL60614     		NONE 501C CIVIC & SOCIAL 15,000
    LITTLE CITY FOUNDATION
    441 KELBURN ROAD UNIT 213
    DEERFIELD,IL60015     		NONE 501C CIVIC & SOCIAL 20,000
    LITTLE COMPANY OF MARY HOSPITAL
    2800 W 95TH ST
    EVERGREEN PARK,IL60805     		NONE 501C CIVIC & SOCIAL 20,000
    LITTLE SISTERS OF THE POOR ST JOSEPH'S HOME FOR THE ELDERLY
    80 W NORTHWEST HIGHWAY
    PALATINE,IL60067     		NONE 501C CIVIC & SOCIAL 7,500
    LITTLE SISTERS OF THE POOR ST MARY'S HOME
    2325 N LAKEWOOD AVE
    CHICAGO,IL606143193     		NONE 501C CIVIC & SOCIAL 7,500
    LOYOLA UNIVERSITY MEDICAL CENTER
    2160 S FIRST AVE RM 2555
    MAYWOOD,IL60525     		NONE 501C CIVIC & SOCIAL 10,000
    LYDIA HOME ASSOCIATION
    4300 W IRVING PARK RD
    CHICAGO,IL60641     		NONE 501C CIVIC & SOCIAL 15,000
    MARIA KAUPAS
    2740 W 68TH ST
    CHICAGO,IL60629     		NONE 501C CIVIC & SOCIAL 5,000
    MARYVILLE ACADEMY
    1150 N RIVER RD
    DES PLAINES,IL60016     		NONE 501C CIVIC & SOCIAL 15,000
    MARKLUND CHILDER'S HOME INC
    1 SOUTH 450 WYATT DR
    GENEVA,IL60134     		NONE 501C CIVIC & SOCIAL 10,000
    NEW MOMS INC
    2825 W MCLEAN AVE
    CHICAGO,IL60647     		NONE 501C CIVIC & SOCIAL 5,000
    NORTHWESTERN LAKE FOREST HOSPITAL
    660 N WESTMORELAND RD
    LAKE FOREST,IL60045     		NONE 501C CIVIC & SOCIAL 25,000
    ORCHARD VILLAGE
    7670 MARMORA AVE
    SKOKIE,IL600772680     		NONE 501C CIVIC & SOCIAL 5,000
    PADS CRISIS SERVICES INC
    3001 GREENBAY ROAD BLDG 5
    NORTH CHICAGO,IL60064     		NONE 501C CIVIC & SOCIAL 10,000
    PARK LAWN ASSOCIATION
    10833 SOUTH LAPORTE
    OAK LAWN,IL60453     		NONE 501C CIVIC & SOCIAL 10,000
    RUSH UNIVERSITY MEDICAL CENTER
    1700 W VAN BUREN SUITE 250
    CHICAGO,IL60612     		NONE 501C CIVIC & SOCIAL 35,000
    SHARING CONNECTIONS FURNITURE BANK
    5111 CHASE AVE
    DOWNERS GROVE,IL60515     		NONE 501C CIVIC & SOCIAL 12,000
    SNOW CITY ARTS FOUNDATION
    630 S HERMITAGE SUITE 103
    CHICAGO,IL60612     		NONE 501C CIVIC & SOCIAL 5,000
    REHABILITATION INSTITUTE OF CHICAGO
    345 E SUPERIOR ST
    CHICAGO,IL60611     		NONE 501C CIVIC & SOCIAL 10,000
    SOUTH SUBURBAN SPECIAL RECREATION ASSOCIATION
    19910 80TH AVE
    TINLEY PARK,IL60487     		NONE 501C CIVIC & SOCIAL 10,000
    SOUTHWEST COMMUNITY SERVICES INC
    6775 PROSPERITY DR
    TINLEY PARK,IL60477     		NONE 501C CIVIC & SOCIAL 5,000
    CHICAGO AREA COUNCIL BOY SCOUTS OF AMERICA
    1218 W ADAMS
    CHICAGO,IL60607     		NONE 501C CIVIC & SOCIAL 10,000
    ST VINCENT DE PAUL CENTER
    2145 N HALSTED ST
    CHICAGO,IL60614     		NONE 501C CIVIC & SOCIAL 10,000
    THE CENTER FOR ENRICHED LIVING
    280 SAUNDERS RD
    RIVERWOODS,IL600153835     		NONE 501C CIVIC & SOCIAL 5,000
    THE CHICAGO LIGHT HOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED
    1850 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE 501C CIVIC & SOCIAL 25,000
    THE CHILDREN'S MUSEUM OF OAK LAWN
    5100 MUSEUM DR
    OAK LAWN,IL60453     		NONE 501C CIVIC & SOCIAL 25,000
    THE GOODMAN THEATER
    170 N DEARBORN
    CHICAGO,IL60601     		NONE 501C CIVIC & SOCIAL 5,000
    THE INFANT WELFARE SOCIETY OF EVANSTON INC
    2200 MAIN ST
    EVANSTON,IL60202     		NONE 501C CIVIC & SOCIAL 5,000
    THE LAMBS FARM
    14245 W ROCKLAND RD
    LIBERTYVILLE,IL60048     		NONE 501C CIVIC & SOCIAL 35,000
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640     		NONE 501C CIVIC & SOCIAL 20,000
    THE PEACE CORNER - YOUTH CENTER
    PO BOX 440113
    CHICAGO,IL60644     		NONE 501C CIVIC & SOCIAL 5,000
    CHICAGO YOUTH CENTERS
    218 S WABASH AVE
    CHICAGO,IL60604     		NONE 501C CIVIC & SOCIAL 15,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613     		NONE 501C CIVIC & SOCIAL 30,000
    UNION LEAGUE BOYS AND GIRLS CLUB
    65 W JACKSON BLVD
    CHICAGO,IL60604     		NONE 501C CIVIC & SOCIAL 35,000
    WTTW CHANNEL 11
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		NONE 501C CIVIC & SOCIAL 15,000
    CRISIS CENTER FO SOUH SUBURBIA
    PO BOX 39
    TINLEY PARK,IL604770039     		NONE 501C CIVIV & SOCIAL 5,000
    CURES WITHIN REACH
    8025 LAMON AVE SUITE 400
    SKOKIE,IL60077     		NONE 501C CIVIC & SOCIAL 20,000
    GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
    400 E ILLINOIS RD
    LAKE FOREST,IL60045     		NONE 501C CIVIC & SOCIAL 5,000
    THE CENTER FOR CONCERN
    1580 N NORTHWEST HIGHWAY SUITE 310
    PARK RIDGE,IL600681469     		NONE 501C CIVIC & SOCIAL 10,000
    Total .................................bullet 3a 895,500
    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 28  
    4 Dividends and interest from securities....     14 577,667  
    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.....     14 145,162  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 681,423  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,404,280 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,404,280
    (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:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,000 14,000   0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOFEN & GLOSSBERG CORP BONDS 2,543,694 2,536,555
    BAIRD TAXABLE BOND FUNDS 2,201,412 2,250,003

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG EQUITIES 4,130,704 6,605,358
    BAIRD EQUITIES 2,063,794 2,858,148

    TY 2014 InvestmentsOtherSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG PARTNERSHIPS AT COST 389,386 389,386
    BAIRD STOCK FUNDS AT COST 3,727,039 4,082,581
    BAIRD BALANCED FUNDS AT COST 876,476 842,710

    TY 2014 OtherExpensesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 7,699 7,699   0


    TY 2014 OtherIncomeSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET LP INCOME 117,022 117,022 117,022
    STOCK LITIGATION SETTLEMENTS 28,140 28,140 28,140


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES -GOFEN 59,975 59,975   0
    INVESTMENT COUNSEL FEES -BAIRD 45,020 45,020   0


    TY 2014 TaxesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN: 36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME 17,691 17,691   0
    FOREIGN TAX PAID 848 848   0
    PAYROLL TAX 14,688 2,938   11,750