barbara and barrie seid foundation 363342443 2013 0acdcef7searchable

25
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491176001124 Form990-PF Return of Private Foundation OMB No 1545-0052 or Section 4947(a)(1) Trust Treated as Private Foundation 2013 Department ofthe Treasury Internal Revenue Service Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form. Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. Open to Public Inspection For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013 Name of foundation A Employer identification number BARBARA AND BARRE SEID FOUNDATION 36-3342443 Number and street (or PO box number 1fma1l 1s not delivered to street address) Room/suite B Telephone number (see 1nstnuct1ons) 1111 W 35TH ST (773) 869-1111 City or town, state or province, country, and ZIP or foreign postal code C If exemption application 1s pending, check here ' CHICAGO, IL 606091404 G Check a II that apply r In1t1al return r In1t1al return of a former public charity D 1. Foreign organizations, check here ' r Final return r A mended return 2. Foreign organizations meeting the 85% test, ' r Address change r Name change check here and attach computation H Check type of organ1zat1on P" Section 501(c)(3) exempt private foundation E If private foundation status was terminated under section 507( b)( l)(A), check here ' r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation I Fair market value of all assets at end J Accounting method P" Cash r Accrual F If the foundation 1s in a 60-month temnmat1on of year (from Part II, col. (c), r Other (specify) under section 507( b)( 1)( B), check here ' !me 16),..$ 1,730,370 (Part I, column (d) must be on cash basis.) l:a-11 Analysis of Revenue and Expenses (The (a) Revenue and ( d) D1sbu rsements total of amounts m columns (b), (c), and (d) may not (b) Net investment (c) Adjusted net for charitable expenses per necessanly equal the amounts m column (a) (see books income income purposes mstmctwns) ) (cash basis only) 1 Contributions, gifts, grants, etc, received (attach 1,550,000 schedule) 2 Check .... 1 1fthe foundation 1s not required to attach Sch B 3 Interest on savings and temporary cash investments 10 10 10 4 D1v1dends and interest from securities. 158,445 158,445 158,445 Sa Gross rents b Net rental income or (loss) 4' 6a Net gain or (loss) from sale of assets not on line 10 ; b Gross sales price for all assets on line 6a :r; 7 Capital gain net income (from Part IV, line 2) 261,042 Ci:: 8 Net short-term capital gain 9 Income mod1f1cat1ons 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) 700 12 Total. Add lines 1 through 11 1,709, 155 419,497 158,455 13 Compensation of officers, directors, trustees, etc 14 Other employee salaries and wages ,fl 15 Pension plans, employee benefits 4' ,fl Legal fees (attach schedule). !:: 16a 761 609 t b Accounting fees (attach schedule). 1,750 1,400 )( Li.I Other professional fees (attach schedule) 4' c > 17 Interest p ,:::; 125 125 :..... 18 Taxes (attach schedule) (see 1nstruct1ons) t.-: i:: 19 Deprec1at1on (attach schedule) and depletion E -:::::: 20 Occupancy ...:r 21 Travel, conferences, and meetings. -:::::: Printing and publ1cat1ons !:: 22 ,:::; !::' 23 Other expenses (attach schedule) 2,176 2,176 2,176 - 24 Total operating and administrative expenses. ..., ,:::; :..... Add lines 13 through 23 4,812 2,176 2,176 2,134 t 0 25 Contributions, gifts, grants paid. 2, 147,120 2, 147,120 26 Total expenses and disbursements. Add lines 24 and 2, 151,932 2,176 2,176 2, 149,254 25 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -442, 777 b Net investment income (1f negative, enter -0-) 417,321 c Adjusted net income (1f negative, enter -0-) 156,279 For Paperwork Reduction Act Notice, see instructions. Cat No 11289X Form 990-PF (2013)

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Page 1: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491176001124

Form990-PF Return of Private Foundation OMB No 1545-0052

or Section 4947(a)(1) Trust Treated as Private Foundation

2013 Department of the Treasury Internal Revenue Service

~ Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.

~ Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation A Employer identification number BARBARA AND BARRE SEID FOUNDATION

36-3342443

Number and street (or PO box number 1f ma1l 1s not delivered to street address) Room/suite B Telephone number (see 1nstnuct1ons)

1111 W 35TH ST (773) 869-1111

City or town, state or province, country, and ZIP or foreign postal code C If exemption application 1s pending, check here ~ ' CHICAGO, IL 606091404

G Check a II that apply r In1t1al return r In1t1al return of a former public charity D 1. Foreign organizations, check here ~ ' r Final return r A mended return 2. Foreign organizations meeting the 85% test,

' r Address change r Name change check here and attach computation ~

H Check type of organ1zat1on P" Section 501(c)(3) exempt private foundation E If private foundation status was terminated

under section 507( b )( l)(A), check here ~ ' r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation

I Fair market value of all assets at end J Accounting method P" Cash r Accrual F If the foundation 1s in a 60-month temnmat1on of year (from Part II, col. (c), r Other (specify) under section 507( b )( 1)( B), check here ~ ' !me 16),..$ 1,730,370 (Part I, column (d) must be on cash basis.)

l:a-11 Analysis of Revenue and Expenses (The (a) Revenue and ( d) D1sbu rsements total of amounts m columns (b), (c), and (d) may not (b) Net investment (c) Adjusted net for charitable expenses per necessanly equal the amounts m column (a) (see books income income purposes mstmctwns) ) ( cash basis only)

1 Contributions, gifts, grants, etc, received (attach 1,550,000

schedule)

2 Check .... 1 1fthe foundation 1s not required to attach

Sch B

3 Interest on savings and temporary cash investments 10 10 10

4 D1v1dends and interest from securities. 158,445 158,445 158,445

Sa Gross rents

b Net rental income or (loss)

4' 6a Net gain or (loss) from sale of assets not on line 10 ;

b Gross sales price for all assets on line 6a :r; ~

7 Capital gain net income (from Part IV, line 2) 261,042 Ci::

8 Net short-term capital gain

9 Income mod1f1cat1ons

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) ~ 700

12 Total. Add lines 1 through 11 1, 709, 155 419,497 158,455

13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages ,fl

15 Pension plans, employee benefits 4' ,fl

Legal fees (attach schedule). ~ !:: 16a 761 609

t b Accounting fees (attach schedule). ~ 1,750 1,400 )(

Li.I Other professional fees (attach schedule) 4'

c

> 17 Interest p ,:::;

~ 125 125 :..... 18 Taxes (attach schedule) (see 1nstruct1ons) t.-: i:: 19 Deprec1at1on (attach schedule) and depletion

E -::::::

20 Occupancy

...:r 21 Travel, conferences, and meetings. -::::::

Printing and publ1cat1ons !:: 22 ,:::;

!::' 23 Other expenses (attach schedule) • ~ 2,176 2,176 2,176

- 24 Total operating and administrative expenses. ..., ,:::; :..... Add lines 13 through 23 4,812 2,176 2,176 2,134 t 0 25 Contributions, gifts, grants paid. 2, 147, 120 2, 147, 120

26 Total expenses and disbursements. Add lines 24 and 2, 151,932 2,176 2,176 2, 149,254

25

27 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements -442, 777

b Net investment income (1f negative, enter -0-) 417,321

c Adjusted net income (1f negative, enter -0-) 156,279

For Paperwork Reduction Act Notice, see instructions. Cat No 11289X Form 990-PF (2013)

Page 2: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

Form 9 9 O - P F ( 2 O 1 3 ) Page 2

l:F-TillU Attached schedules and amounts in the description column Beg inning of year End of year Balance Sheets should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash-non-interest-bearing.

2 Savings and temporary cash investments 279,866 122, 780 122, 780

3 Accounts receivable ....

Less allowance for doubtful accounts ....

4 Pledges receivable ....

Less allowance for doubtful accounts ....

5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

d1squal1f1ed persons (attach schedule) (see 1nstruct1ons)

7 Other notes and loans receivable (attach schedule) ....

Less allowance for doubtful accounts .... 185,000 185,000 185,000

'-"" 8 Inventories for sale or use m 9 Prepaid expenses and deferred charges '-"" '-"" ~ 10a Investments-Li S and state government obl1gat1ons (attach schedule)

b Investments-corporate stock (attach schedule).

c Investments-corporate bonds (attach schedule). 778,892 ',!;! 754,243 1,422,590

11 Investments-land, bu1ld1ngs, and equipment basis ....

Less accumulated deprec1at1on (attach schedule) ....

12 Investments-mortgage loans

13 Investments-other (attach schedule)

14 Land, bu1ld1ngs, and equipment basis ....

Less accumulated deprec1at1on (attach schedule) ....

15 Other assets (describe .... )

16 Total assets (to be completed by all filers-see the

1nstruct1ons Also, see page 1, item I) 1,243, 758 1,062,023 1,730,370

17 Accounts payable and accrued expenses

18 Grants payable

,fl 19 Q)

Deferred revenue

e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons -..0 21 Mortgages and other notes payable (attach schedule) ,r.:;

..:i 22 Other l1ab1l1t1es (describe .... )

23 Total liabilities (add lines 17 through 22) 0

Foundations that follow SFAS 117, check here .... ' and complete lines 24 through 26 and lines 30 and 31. ,fl Q) u 24 Unrestricted • !:: 25 Temporarily restricted ,r.:;

,r.:; 26 Permanently restricted ca -:::::: Foundations that do not follow SFAS 117, check here .... p-!:: ~ and complete lines 27 through 31. u.. ,__

27 Capital stock, trust principal, or current funds 1,243, 758 1,062,023 0 ,fl 28 Pa1d-1n or capital surplus, or land, bldg, and equipment fund $

Retained earnings, accumulated income, endowment, or other funds ,fl 29 ,fl

...:r 30 Total net assets or fund balances (see page 1 7 of the

$ 1nstruct1ons). 1,243, 758 1,062,023 z 31 Total liabilities and net assets/fund balances (see page 1 7 of

the 1nstruct1ons) 1,243, 758 1,062,023

•fflfOI Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beg1nn1ng of year-Part II, column (a), line 30 (must agree

with end-of-year figure reported on prior year's return) 1 1,243,758

2 Enter amount from Part I, line 27a 2 -442,777

3 Other increases not included 1n line 2 (1tem1ze) .... ',!;! 3 261,042

4 Add lines 1, 2, and 3 4 1,062,0 23

5 Decreases not included 1n line 2 (1tem1ze) .... 5

6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 1,062,0 23

Form 990-PF (2013)

Page 3: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

Form 9 9 O - P F ( 2 O 1 3 ) Page 3 l:F-Til•l"t Capita Gams an d Losses f or Tax on Investment Income

(a) List and describe the k1nd(s) of property sold (e g, real estate, (b) How acquired

(c) Date acquired (d) Date sold P-Purchase

2-story brick warehouse, or common stock, 200 shs M LC Co) D-Donat1on

(mo, day, yr) (mo, day, yr)

la 261042 UNITS SEP UNSECURED A PART NOTES p 2012-12-30 2013-12-31

b

c

d

e

(e) Gross sales price (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss)

(or allowable) plus expense of sale (e) plus (f) minus (g)

a 261,042 0 0 261,042

b

c

d

e

Complete only for assets showing gain 1n column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(i) FM V asof12/31/69 (j) AdJusted basis (k) Excess of col (1) col (k), but not less than -0-) or

asof12/31/69 over col (J), 1f any Losses (from col (h))

a 0 0 0 261,042

b

c

d

e

{ If gain, also enter 1n Part I, line 7 } 2 Capital gain net income or (net capital loss) If (loss), enter -0- 1n Part I, line 7 2 261,042

3 Net short-term capital gain or (loss) as defined 1n sections 1222(5) and (6)

If gain, also enter 1n Part I, line 8, column (c) (see 1nstruct1ons) If (loss), enter -0- } 1n Part I, line 8 3 .. •ifliA"4 Quahf1cat1on 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 1n the base period7 If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part

I Yes P- No

1 Enter the appropriate amount 1n each column for each year, see page 18 of the 1nstruct1ons before making any entries

(a) (b) (c) (d) Base period years Calendar Adjusted qualifying d1stnbut1ons Net value of nonchantable-use assets D1stnbut1on ratio

year (or tax year beginning in) (col (b) d1v1ded by col (c))

2012 8 36 ,863 1,028,581 0 813609

2011 2,123,086 1,218,406 1 742511

2010 2,0 32,042 2,332,391 0 871227

2009 1,691,8 78 3,510,650 0481927

2008 1,728,964 5 ,0 9 2 ,7 08 0 339498

2 Total of line 1, column (d). 2 4248772

3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by the number of years the foundation has been 1n existence 1f less than 5 years 3 0 849754

4 Enter the net value ofnoncharitable-use assets for 2013 from Part X, line 5. 4 2,013,133

5 Multiply line 4 by line 3. 5 1,710,668

6 Enter 1% of net investment income (1% of Part I, line 27b). 6 4,17 3

7 Add lines 5 and 6. 7 1,714,841

8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 2,149,254

If line 8 1s equal to or greater than line 7, check the box 1n Part VI, line 1 b, and complete that part using a 1 % tax rate See the Part VI 1nstruct1ons

Form 990-PF (2013)

Page 4: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

Form 9 9 O - P F ( 2 O 1 3 ) page 4 l:J.fiifJI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948-see page 18 of the instructions)

la Exempt operating foundations described 1n section 4940 (d)(2 ), check here .... 1 and enter "N/A"

on line 1

Date of ruling or determ1nat1on letter (attach copy of letter if necessary-see instructions)

b Domestic foundations that meet the section 4940 (e) requirements 1n Part V, check

here .... p-and enter 1% of Part I, line 27b

c All other domestic foundations enter 2% of line 27b Exempt foreign organ1zat1ons enter 4% of Part I, line 12, col (b)

2

3

4

5

Tax under section 511 (domestic section 494 7(a)(l) trusts and taxable foundations only Others enter -0-)

Add lines 1 and 2.

Subtitle A (income) tax (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-)

Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0-.

6 Credits/Payments

'

)

'

a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 9,274

b Exempt foreign organ1zat1ons-tax withheld at source 6b

c Tax paid with appl1cat1on for extension oft1me to file (Form 8868) 6c

d Backup w1thhold1ng erroneously withheld. 6d

7 Total credits and payments Add lines 6a through 6d.

s Enter any penalty for underpayment of estimated tax Check here 1 1f Form 2220 1s attached

9 Tax due. If the total ofl1nes 5 and 8 1s more than line 7, enter amount owed.

10 Overpayment. If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid.

11 Enter the amount of line 10 to be Credited to 2014 estimated tax.... 5,101 Refunded

Part VII-A Statements Regarding Act1v1t1es

....

....

....

la During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did

1t part1c1pate or intervene 1n any pol1t1cal campa1gn7

1

2

3

4

5

7

8

9

10

11

b Did 1t spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see page 19 of

the 1nstruct1ons for def1n1t1on)7

If the answer is "Yes" to la or lb, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals

published or d1stnbuted by the foundatJOn 1n connection with the act1v1t1es.

c D 1d the foundation file Form 1120-POL for this yea r7.

d Enter the amount (1fany) of tax on pol1t1cal expenditures (section 4955) imposed during the year

(1) On the foundation .... $ (2) On foundation managers .... $ --------

e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1cal expenditure tax imposed

on foundation managers .... $ --------

2 Has the foundation engaged 1n any act1v1t1es that have not previously been reported to the IRS7

If "Yes," attach a detailed descnpt1on of the act1v1t1es.

3 Has the foundation made any changes, not previously reported to the IRS, 1n its governing instrument, articles

of 1ncorporat1on, or bylaws, or other s1m1lar 1nstruments7 If "Yes," attach a conformed copy of the changes

4a Did the foundation have unrelated business gross income of$1,000 or more during the year7.

b If "Yes," has 1t filed a tax return on Form 990-T for this year7.

5 Was there a l1qu1dat1on, term1nat1on, d1ssolut1on, or substantial contraction during the year7

If "Yes," attach the statement required by General Instruct/On T.

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1ed either

• By language 1n the governing instrument, or

• By state leg1slat1on that effectively amends the governing instrument so that no mandatory d1rect1ons

that conflict with the state law remain 1n the governing instrument?

7 Did the foundation have at least $5,000 1n assets at any time during the year7 If "Yes," complete Part II, col. (c), and Part XV.

Sa Enter the states to which the foundation reports orw1th which 1t 1s registered (see 1nstruct1ons) ... _IL _________________________________________ _

b If the answer 1s "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 G7 If "No," attach explanation.

9 Is the foundation cla1m1ng status as a private operating foundation w1th1n the meaning of section 4942(J)(3)

or 4 9 4 2 (J)(5) for calendar year 2 O 13 or the taxable year beg1nn1 ng In 2 O 13 (see I nstruct1ons for Pa rt XIV )7

If "Yes," complete Part XIV

10 Did any persons become substantial contributors during the tax year7 If "Yes," attach a schedule l1st1ng their names

4,17 3

0

4,17 3

4,17 3

9,274

5,101

Yes No

la No

lb No

le No

2 No

3 No

4a No

4b

5 No

6 Yes

7 Yes

Sb Yes

9 No

and addresses. 10 Yes

Form 990-PF (2013)

Page 5: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

Form 9 9 O - P F ( 2 O 1 3 ) Page 5 I :F-Til I'd 9~1 Statements Regarding Activities (continued) 11 At any time during the year, did the foundation, directly or 1nd1rectly, own a controlled entity w1th1n the

meaning of section 512(b)(13)7 If"Yes," attach schedule (see 1nstruct1ons). 11 No

12 Did the foundation make a d1stribut1on to a donor advised fund over which the foundation or a d1squal1f1ed person had

advisory priv11eges7 If"Yes," attach statement (see 1nstruct1ons) 12 No

13 Did the foundation comply with the public 1nspect1on requirements for its annual returns and exemption appl1cat1on7 13 Yes

14 The books are 1n care of ... BLOOMA STARK ARONBERG GOLDGEHN DAVI

Located at .... 300 N WABASH 1700 CHICAGO IL

Telephone no ,..(312) 828-9600

ZIP+4 ... ~6~0~6=1=1~~~~~~~-

15 Section 494 7(a)(l) nonexempt charitable trusts f1l1ng Form 990-PF 1n lieu of Form 1041-Check here.

and enter the amount of tax-exempt interest received or accrued during the year. • .... 15

16 At any time during calendar year 2013, did the foundation have an interest 1n or a signature or other authority over

a bank, securities, or other f1nanc1al account 1n a foreign country?

See 1nstruct1ons for exceptions and f1l1ng requirements for Form TD F 90-22 1 If "Yes", enter the name of the

foreign country ....

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.

la During the year did the foundation (either directly or 1nd1rectly)

(1) Engage 1n the sale or exchange, or leasing of property with a d1squal1f1ed person?

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1t from)

a d1squal1f1ed person?.

(3) Furnish goods, services, or fac1l1t1es to (or accept them from) a d1squal1f1ed person?

(4) Pay compensation to, or pay or reimburse the expenses of, a d1squal1f1ed person?

(5) Transfer any income or assets to a d1squal1f1ed person (or make any of either available

for the benefit or use of a d1squal1f1ed person)?.

(6) Agree to pay money or property to a government off1c1al7 (Exception. Check "No"

1f the foundation agreed to make a grant to or to employ the off1c1al for a period

I Yes

I Yes

I Yes

I Yes

I Yes

F No

F No

F No

F No

F No

after term1nat1on of government service, 1f term1nat1ng w1th1n 90 days ). 1 Yes F No

b If any answer 1s "Yes" to la(l )-(6 ), did any of the acts fail to qualify under the exceptions described 1n Regulations

section 53 4941(d)-3 or 1n a current notice regarding disaster assistance (see page 20 of the 1nstruct1ons)7.

O rgan1zat1ons relying on a current notice regarding disaster assistance check here.

c Did the foundation engage 1n a prior year 1n any of the acts described 1n 1 a, other than excepted acts,

that were not corrected before the first day of the tax year beg1nn1ng 1n 20137.

2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined 1n section 4942(J)(3) or4942(J)(5))

a At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beg1nn1ng before 20137. 1 Yes F No

If "Yes," list the years .... 20 __ , 20 __ , 20 __ , 20 __

b Are there any years listed 1n 2a forwh1ch the foundation 1s not applying the prov1s1ons of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year's undistributed 1ncome7 (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement-see 1nstruct1ons).

c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, list the years here

.... 20 , 20 __ , 20 __ , 20 __

3a Did the foundation hold more than a 2% direct or 1nd1rect interest 1n any business enterprise at

any time during the year7. I Yes F No

b If "Yes," did 1t have excess business holdings 1n 2013 as a result of (1) any purchase by the foundation

or d1squal1f1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved

by the Comm1ss1oner under section 4943(c)(7 )) to dispose of holdings acquired by gift or bequest, or (3)

the lapse of the 10-, 15-, or 2 0-yea r f1 rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme

If the foundation had excess bus mess holdmgs m 2013.).

4a Did the foundation invest during the year any amount 1n a manner that would Jeopardize its charitable purposes?

b Did the foundation make any investment 1n 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 beg1nn1ng 1n 20137

,.. ' I Yes No

16 I No

Yes No

lb

le No

2b No

3b

4a No

4b No

Form 990-PF (2013)

Page 6: Barbara and Barrie Seid Foundation 363342443 2013 0acdcef7Searchable

Form 9 9 O - P F ( 2 O 1 3 ) Page 6 I :F-Til I'd !I :I Statements Regarding Activities for Which Form 4720 May Be Required (continued) Sa During the year did the foundation pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))7 I Yes [7 No

(2) Influence the outcome of any spec1f1c public election (see section 4955), orto carry

on, directly or 1nd1rectly, any voter reg1strat1on drive 7. I Yes [7 No

(3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? I Yes [7 No

(4) Provide a grant to an organ1zat1on other than a charitable, etc, organ1zat1on described

1n section 509(a)(l ), (2), or (3), or section 4940(d)(2)7 (see 1nstruct1ons). I Yes [7 No

(5) Provide for any purpose other than rel1g1ous, charitable, sc1ent1f1c, literary, or

educational purposes, or for the prevention of cruelty to children or animals 7. .1 Yes [7 No

b If any answer 1s "Yes" to 5a(l )-(5 ), did any of the transactions fail to qualify under the exceptions described 1n

Regulations section 53 4945 or 1n a current notice regarding disaster assistance (see 1nstruct1ons)7. Sb

O rgan1zat1ons relying on a current notice regarding disaster assistance check here. .Jrr-'

c If the answer 1s "Yes" to question 5a(4 ), does the foundation claim exemption from the

tax because 1t ma1nta1ned expenditure respons1b1l1ty for the grant?. I Yes I No

If "Yes," attach the statement required by Regulations sectJOn 53.4945-S(d).

6a Did the foundation, during the year, receive any funds, directly or 1nd1rectly, to pay premiums on

a personal benefit contract?. I Yes [7 No

b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, 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 proh1b1ted tax shelter transact1on7 I Yes f7 No

b If yes, did the foundation receive any proceeds or have any net income attributable to the transact1on7. 7b

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, l:ifil*d•I and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).

(b) Title, and average (c) Compensation (d) Contributions to (e) Expense account,

(a) Name and address hours per week (If not paid, enter employee benefit plans devoted to pos1t1on -0-) and deferred compensation

other allowances

BARRE SEID PRES/TREAS 0 0 0

1111 W 35TH ST 1 00

CHICAGO,IL 60609

BARBARA LANDIS-SEID SECY 0 0 0

1111 W 35TH ST 0 10

CHICAGO,IL 60609

JOAN FRONTCZAK DIRECTOR 0 0 0

1111 W 35TH ST 1 00

CHICAGO,IL 60609

2 Compensation of five highest-paid employees (other than those included on line 1-see instructions). If none, enter "NONE."

(b) Title, and average (d) Contributions to

(a) Name and address of each employee hours per week (c) Compensation

employee benefit (e) Expense account, paid more than $50,000

devoted to pos1t1on plans and deferred other allowances

compensation

NONE

Total number of other employees paid over $50,000. ,,.. 0

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

lifliia"IU• and Contractors (continued) 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 rece1v1ng over $50,000 for professional services. ....

i:ifilf!d.;I Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1v1t1es during the tax year Include relevant stat1st1cal information such as the number of Expenses organizations and other benef1c1aries served, conferences convened, research papers produced, etc

1

2

3

4

•:r.•·••.,;;ii:t1 Summary of Program-Related Investments (see instructions) Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount

1

2

All other program-related investments See page 24 of the 1nstruct1ons

3

Total. Add lines 1 through 3 ....

0

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) page 8 l:ifil!I 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 1n carrying out charitable, etc,

purposes

a Average monthly fair market value of securities. la 1,749,790

b Average of monthly cash balances. lb 294,000

c Fair market value of all other assets (see 1nstruct1ons). le 0

d Total (add lines la, b, and c). ld 2,043,790

e Reduction claimed for blockage or other factors reported on lines 1 a and

le (attach detailed explanation). I le I 2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2

3 Subtract line 2 from line ld. 3 2,043,790

4 Cash deemed held for charitable act1v1t1es Enter 1 1/2% of line 3 (for greater amount, see

Ins truct10 ns ). 4 30,657

5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 2,013,133

6 Minimum investment return. Enter 5% of line 5. 6 100,657

Distributable Amount (see instructions) (Section 4942(])(3) and (J)(S) private operating foundations and r 1:1.fiS:d

certain fore1qn orqan1zat1ons check here..,.. and do not complete this part.) 1 M 1n1mum investment return from Part X, line 6. 1 100,657

2a Tax on investment income for 2013 from Part VI, line 5. I 2a I 4,17 3

b Incometaxfor2013 (This does not include the tax from Part VI ). I 2b I c Add lines 2a and 2b. 2c 4,17 3

3 Distributable amount before adJustments Subtract line 2c from line 1. 3 96,484

4 Recoveries of amounts treated as qual1fy1ng d1stribut1ons. 4

5 Add lines 3 and 4. 5 96,484

6 Deduction from distributable amount (see 1nstruct1ons). 6

7 Distributable amount as adJusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1. 7 96,484

1m1!.+• Qualifying Distributions (see instructions)

1

a

b

2

3

a

b

4

5

6

Amounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc, purposes

Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 2,149,254

Program-related investments-total from Part IX-B. lb

Amounts paid to acquire assets used (or held for use) directly 1n carrying out charitable, etc,

purposes. 2

Amounts set aside for spec1f1c charitable proJects that satisfy the

Su1tab1l1ty test (prior IRS approval required). 3a

Cash d1stribut1on test (attach the required schedule). 3b

Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 2,149,254

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 1nstruct1ons). 5 4,17 3

Adjusted qualifying distributions. Subtract line 5 from line 4. 6 2,145,081

Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent years when calculating whether the foundation qual1f1es for the section 4940(e) reduction of tax 1n those years

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) Page 9 •:F-Til1:.n• Undistributed Income (see instructions)

(a) (b) (c) (d) Corpus Years prior to 2012 2012 2013

1 Distributable amount for 2013 from Part XI, line 7 96,484

2 U nd1stributed income, 1f any, as of the end of 2013

a Enter amount for 2012 only. 40

b Total for prior years 20 __ , 20 __ , 20 --3 Excess d1stribut1ons carryover, 1fany, to 2013

a From 2008. 1,480,856

b From 2009. 1,521,632

c From 2010. 1,932,682

d From 2011. 2,070,614

e From 2012. 793,814

f Total of lines 3a through e. 7, 799,598

4 Q ual1fy1ng d1stribut1ons for 2013 from Part

XII, line 4 ..... $ 2,149,254

a Applied to 2012, but not more than line 2a 40

b A ppl1ed to undistributed income of prior years (Election required-see 1nstruct1ons).

c Treated as d1stribut1ons out of corpus (Election required-see 1nstruct1ons).

d Applied to 2013 distributable amount. 96,484

e Rema1n1ng amount distributed out of corpus 2,052, 730

5 Excess d1stribut1ons carryover applied to 2013

(If an amount appears 1n column (d), the same amount must be shown 1n column (a).)

6 Enter the net total of each column as indicated below:

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 9,852,328

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 def1c1ency 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 1nstruct1ons.

e Undistributed income for 2012 Subtract line 4a from line 2a Taxable amount-see 1nstruct1ons.

f U nd1stributed income for 2 O 13 Subtract lines 4d and 5 from line 1 This amount must be distributed 1n 2014. 0

7 A mounts treated as d1stribut1ons out of corpus to satisfy requirements imposed by section 170(b)(l)(F) or4942(g)(3) (see 1nstruct1ons).

8 Excess d1stribut1ons carryover from 2008 not applied on line 5 or line 7 (see 1nstruct1ons).

1,480,856

9 Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a. 8,371,472

10 Analysis ofl1ne 9

a Excess from 2009. 1,521,632

b Excess from 2010. 1,932,682

c Excess from 2 O 11. 2,070,614

d Excess from 2 O 1 2. 793,814

e Excess from 2 O 1 3. 2,052, 730

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) Page 10 M:itii!tl*M Foundations see instructions and Pa rt VII-A uest1on 9 la If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private operating

foundation, and the ruling 1s effective for 2013, enter the date of the ruling. ...-~------------------

b Check box to 1nd1cate whether the organ1zat1on IS a private operating foundation described In section r 4942(J)(3) or r 4942(J)(5)

2a Enter the lesser of the adJusted net Tax year Prior 3 years income from Part I or the m1n1mum (e) Total

investment return from Part X for each (a)2013 (b)2012 (c) 2011 (d) 2010

year listed.

b 85% ofl1ne 2a.

c Q ual1fy1ng d1stribut1ons from Part XII, line 4 for each year listed.

d Amounts included 1n line 2c not used directly for active conduct of exempt act1v1t1es •

e Q ual1fy1ng d1stribut1ons made directly for active conduct of exempt act1v1t1es 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 qual1fy1ng under section 4942(J)(3 )(B)(1)

b "Endowment" alternative test- enter 2/3 of m1n1mum investment return shown 1n Part X, line 6 for each year listed.

c "Support" alternative test-enter

(1) Total support other than gross investment income (interest, d1v1dends, rents, payments on securities loans (section 512(a)(5)), or royalties).

(2) Support from general public and 5 or more exempt organ1zat1ons as provided 1n section 4942(J)(3)(B)(111).

(3) Largest amount of support from an exempt organ1zat1on

(4) Gross investment income

1:r. .... ~ .. •• Supplementary Information (Complete this part only if the organization had $5,000 or more assets at any time during the year-see instructions.)

1 Information Regarding Foundation Managers: a List 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 1fthey have contributed more than $5,000) (See section 507(d)(2))

NONE

b List 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

NONE

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here .,_p 1fthe foundation only makes contributions to preselected charitable organ1zat1ons and does not accept unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see 1nstruct1ons) to 1nd1v1duals or organ1zat1ons under other cond1t1ons, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom appl1cat1ons should be addressed

b The form 1n which appl1cat1ons should be submitted and 1nformat1on and materials they should include

c Any subm1ss1on deadlines

d Any restrictions or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other factors

in

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) Page 11 1:)ffii:tfJ Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rec1p1ent If rec1p1ent 1s an 1nd1v1dual,

Foundation show any relat1onsh1p to Purpose of grant or any foundation manager

status of contribution

A mount Name and address (home or business)

or substantial contributor rec1p1ent

a Paid dunng the year

SEE ATTACHED SCHEDULE PUBLIC UNRESTRICTED 2,147,120 VARIOUS VARIO US, IL 60609

Total. ..... 3a 2,147,120

b Approved for future payment I

Total. ..... 3b

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) Page 12 I :F-Til •;i" ~ !lit~J Ana IYSIS O f Income-Pro d ucmg Act1v1t1es Enter gross amounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e)

Related or exempt (a) (b) (c) (d) function income

1 Program service revenue Business

A mount Exclusion code A mount (See code 1nstruct1ons )

a

b

c

d

e

f g Fees and contracts from government agencies

2 Membership dues and assessments.

3 Interest on savings and temporary cash investments • 10

4 D1v1dends and interest from securities. 158,445

5 Net rental income or (loss) from real estate

a Debt-financed property.

b Not debt-financed property.

6 Net rental income or (loss) from personal property •

7 Other investment income.

8 Gain or (loss) from sales of assets other than inventory • 261,042

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). 419,497

13 Total. Add line 12, columns (b), (d), and (e). (See worksheet 1n line 13 1nstruct1ons to verify calculations)

Part XVI-B Relationshi of Activities to the Aecom lishment of Exem t Pur oses

Line No. Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed importantly to .. the accomplishment of the foundation's exempt purposes (other than by prov1d1ng funds for such purposes) (See 1nstruct1ons )

3,4,8 FOUNDATION IS A PASSIVE INVESTOR

Form 990-PF (2013)

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Form 9 9 O - P F ( 2 O 1 3 ) Page 13 l:ifll:tf,il Information Regarding Transfers To and Transactions and Relationships With

Noncharitable Exempt Organizations 1 Did the organ1zat1on directly or 1nd1rectly engage 1n any of the following with any other organ1zat1on described 1n

section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3) orga n1zat1ons) or In section 5 2 7, relat1 ng to pol1t1ca I

organ 1zat1 o ns 7

a Transfers from the reporting foundation to a noncharitable exempt organ1zat1on of

(1) Cash.

(2) Other assets.

b Other transactions

(1) Sales of assets to a noncharitable exempt organ1zat1on.

(2) Purchases of assets from a noncharitable exempt organ1zat1on.

(3) Rental of fac1l1t1es, equipment, or other assets.

(4) Reimbursement arrangements.

(5) Loans or loan guarantees.

(6) Performance of services or membership or fundra1s1ng sol1c1tat1ons.

c Sharing of fac1l1t1es, equipment, ma1l1ng lists, other assets, or paid employees.

Yes

1a(1)

1a(2)

1b(1)

1b(2)

1b(3)

1b(4)

lb(S)

1b(6)

le

d If the answer to any of the above 1s "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 1n any transaction or sharing arrangement, show 1n column (d) the value of the goods, other assets, or services received

No

No

No

No

No

No

No

No

No

No

(a) Line No (b) Amount involved (c) Name of nonchantable exempt organ1zat1on (d) Description of transfers, transactions, and sharing arrangements

2a Is the foundation directly or 1nd1rectly aff1l1ated with, or related to, one or more tax-exempt organ1zat1ons

described 1n section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3 )) or 1n section 5 2 7 7. .rYes

b If "Yes," complete the following schedule (a) Name of organ1zat1on (b) Type of organ1zat1on (c) Description of relat1onsh1p

Under penalties of perJury, I declare that I have examined this return, 1nclud1ng accompanying schedules and statements, and to

Sign the best of my knowledge and belief, 1t 1s true, correct, and complete Declaration of preparer (other than taxpayer or f1duc1ary) 1s based on all 1nformat1on ofwh1ch preparer has any knowledge

Here ~ ****** i 2014-06-25

~ ****** IMay the IRS discuss this returnl with the prepclrer shown below

Signature of officer or trustee Date Title (see instr )> 1 Yes I No

Print/Type preparer's name Pre pa re r's SI g nature Date Check 1f self- PTIN

DAVID HA FFT 2014-06-25 employed ~r

Paid Preparer

Firm's name ~ DAVID A HAFFT & CO LTD Firm's EIN ~ Use Only

Firm's address ~ 300 VILLAGE GREEN DR SUITE 214 Phone no (847) 913-8006 LINCOLNSHIRE, IL 600693086

Form 990-PF (2013)

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letile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934911760011241

Schedule B Schedule of Contributors OMB No 1545-0047

(Form 990, 990-EZ, or 990-PF) Departrrent of the Treasury Internal Re1.enue Ser1,1ce

,... Attach to Form 990, 990-EZ, or 990-PF. ,... Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at

www.irs.gov/form990.

2013 Name of the organization BARBARA AND BARRE SEID FOUNDATION

I Employer identification number

36-3342443

Organization type ( check one)

Filers of: Section:

Form 990 or 990-EZ r 501 ( c )( ) ( enter number) organization

r 4947( a)( 1) nonexempt charitable trust not treated as a private foundation

r 527 pol1t1cal organization

Form 990-Ff" P" 501(c)(3) exempt private foundation

r 4947( a)( 1) nonexempt charitable trust treated as a private foundation

r 501(c)(3) taxable private foundation

Check 1f your organization 1s 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 1nstruct1ons

General Rule

P" For an organization f1l1ng Form 990, 990-EZ, or 990-Ff" that received, during the year, $5,000 or more ( 1n money or property) from any one contributor Complete Parts I and II

Special Rules

I For a section 501 ( c )( 3) organization f1l1ng Form 990 or 990-EZ that met the 33113 % support test of the regulations under sections 509( a)( 1) and 170( b)( 1 )(A)(v1) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (1) Form 990, Part VIII, line 1h, or (11) Form 990-EZ, line 1 Complete Parts I and II

I For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ng Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclus1vely for rel1g1ous, charitable, sc1ent1f1c, literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and Ill

I For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ng Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclus1vely for rel1g1ous, charitable, etc , purposes, but these contributions did not total more than $1, 000 If this box 1s checked, enter here the total contributions that were received during the year for an exclus1vely rel1g1ous, charitable, etc, purpose Do not complete any of the parts unless the General Rule applies to this organization because 1t received nonexclus1vely rel1g1ous, charitable, etc, contributions of $5,000 or more

during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $ ---------

Caution. An organization that 1s not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-Ff"), but 1t must answer "No" on Part IV, line 2, of its Form 990, or check the box on line Hof its Form 990-EZ or on its Form 990Ff", Part I, line 2, to certify that 1t does not meet the f1l1ng requirements of Schedule B ( Form 990, 990-EZ, or 990-Ff")

For Paperwork Reduction Pct Notice, see the Instructions for Form 990, 990-EZ, or 990-PF

Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

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Schedule B (Form 990, 990-EZ, or 990-Ff") (2013) Page 2

Name of organization Employer identification number BARBARA AND BARRE SEID FOUNDATION

36-3342443 . . Contributor S (see instructions) Use duplicate copies of Part I 1f add1t1onal space 1s needed

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

1 Person p --BARRE SEID Payroll r 1111W35THST

$ 1,550,000 Noncash r Chicago, IL60609 (Complete Part II for

noncash contributions )

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

-- Person r Payroll r

$ Noncash r (Complete Part II for noncash contributions )

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

-- Person r Payroll r

$ Noncash r (Complete Part II for noncash contributions )

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

-- Person r Payroll r

$ Noncash r (Complete Part II for noncash contributions )

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

-- Person r Payroll r

$ Noncash r (Complete Part II for noncash contributions )

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

-- Person r Payroll r

$ Noncash r (Complete Part II for noncash contributions )

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

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Schedule B (Form 990, 990-EZ, or 990-Ff") (2013) Page 3

Name of organization Employer identification number BARBARA AND BARRE SEID FOUNDATION

36-3342443 1=.,.,.11 l\bncas h Property (see instructions) Use duplicate copies of Part II 1f add1t1onal space 1s needed

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

(a) l\b. (b) (c) (d)

from Description of noncash property given FMV (or estimate) Date received

Part I (see instructions)

--

$

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

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Schedule B (Form 990, 990-EZ, or 990-Ff") (2013) Page 4

Name of organization Employer identification number BARBARA AND BARRE SEID FOUNDATION

(a) l\b. from Part I

--

(a) l\b. from Part I

--

(a) l\b. from Part I

--

(a) l\b. from Part I

--

36-3342443

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for the year. Complete columns (a) through (e) and the follow 1ng line entry For organizations completing Part Ill, enter the total of exclus1vely rel1g1ous, charitable, etc , contributions of $1,000 or less for the year ( Enter this 1nformat1on once See 1nstruct1ons ) ,... $ Use duplicate copies of Part Ill if add1t1onal space 1s needed

(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

(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

(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

(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) (2013)

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2013 Accounting Fees Schedule

Category

DAVID HAFFT & CO, LTD ACCOUNTING & TAX

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

Amount Net Investment Adjusted Net Income Income

1,7 50

DLN:934911760011241

Disbursements for Charitable Purposes

1,400

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2013 Investments Corporate Bonds Schedule

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

Name of Bond End of Year Book Value

DLN:934911760011241

End of Year Fair Market Value

SEP/SUNFLOWER CORP UNSECURED PARTICIPATION NOTES 754,243 1,422,590

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2013 Legal Fees Schedule

Category

ARON BERG GOLDGEHN DAVIS & GA RM ISA LEGAL

Corporation Service Company LEGAL

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

Amount Net Investment Adjusted Net Income Income

340

421

DLN:934911760011241

Disbursements for Charitable Purposes

272

337

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2013 Other Expenses Schedule

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

DLN:934911760011241

Description Revenue and Expenses Net Investment Adjusted Net Income Disbursements for per Books Income Charitable Purposes

INVESTMENT FEES 2,176 2,176 2,176

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lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2013 Other Income Schedule

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

DLN:934911760011241

Description Revenue And Net Investment Adjusted Net Income Expenses Per Books Income

MISCELLANEOUS 700

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TY 2013 Other Increases Schedule

CAPITAL GAIN INCOME

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

Description

DLN:934911760011241

Amount

261,042

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TY 2013 Taxes Schedule

Category

FRANCHISE TAX

OFFICE EXPENSES

Name: BARBARA AND BARRE SEID FOUNDATION

EIN: 36-3342443

Amount Net Investment Adjusted Net Income Income

25

100

DLN:934911760011241

Disbursements for Charitable Purposes

25

100

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BARBARA BARRE SEID FOUNDATION 36-3342443

DATE ORGANIZATION

2013

LOCATION

---------,-------·---------!----·-· -----

AMOUNT

3/22/2013 Agr lmp~rn.ntn _Res & Education Taos, _New Mexico , 2,500 00

2/4/2013:Annual Catholic Appeal ·Ch1caJ9_.~l1no1s -[- 5,000 00 5/15/2013 Avon Walk for Breast Cancer Chicago, lll1no1s 500 00

-- -- -- - -4/12/2013 Becker Friedman Institute Chicago lll1no1s 42 870 00 2/6/2013:BlessecTScarament Ch1ca-g~ lll1no1s---r---· 1:000 00

_ 211!2013. Boy Scouts of Amenca-Chgo Chptr____ Ch.1cago,Wino1s : 5,000~0-0

var 1n 201 ~ ,Chan,ber Opera Chicago Chicago, Illinois 966,000 00

11111 /2013 Chgo Innovation Awards Fdt~- Chicag~, ~lino1s 5,oog._oo 2/1/2013'ChicagoAcademy theArts ~Chicago, llhno1s l· 10,00000

. 2/1/2013jCh1cagoCh1ldCareSoc1ety_ Ch1C:agCJ_, 1111~015._ 5,000_00 9110/2013 Chicago Opera Theater Chicago, llhno1s 250,000 00 2/1/2013:Chicago Shakespeare Theater '.c111eago: llhno1s 25,000 00

---2Tit2~Ch1cago Symphony Orchestra Chicago~lllino1i 10,000 00 31C11urct1of the Three-crosses :ct1icaga..iwno1s --- - - 2,000 oo

11212011;.S::~'>'.i<::. Orc~estra of Chicago ICh1cago,-,1~nois----------+ 50,000.00 o----81-2-3/-20-13 Classical SymphonyOrchestra t Ch1caQOi-1i11f101s- 5,000.00

- j - - - -- + - ---5128/2013 Court Theatre Fdtn __ :Chicago, llhno1s _ 150.00

1 /17 & 1011012013 'Dead Writer's Theatre Collective - 'Chicago, llhno1s . --- _9, 500.0_() 11122/2013 · Diamond/Coal City Disaster Relief : Diamond City, Illinois 500 00

2/1&12118/2013 ~Emergency Fund ,Chicago, Illinois r 20,000 00 ------------------2/672_6_1_31-mm-a-C-ulate cOllceptioll-Church----rc-h,Ca9a~ 11~n01s -- --,----~oo oo

-- - -- •- ------------- --r---- ,-------112/20~~;Jew1sh United Fund __ /hicag,a, lll1no1s 350,000 00 1/2/20131Laboratory School at Univ Chicago 1Ch1cago, lll1no1s 200,000.00

I · - -- - - - · l - - - · 712512013 Light Opera Works 'Chicago, lll1no1s 50,000.00 211 /2013; Lincoln Central Assn 1 Chicago, Illinois foo 00 iT1 Fio fa:uncorn-Park-Zoo_________ ---------:ch icago~1n0Ts-------~--------5, ooo oo -2/7/2013f!:yric ()pera ofCh1cago -----·' ich1ca90~ lll1no1s ---~ - 25,00000

211/201};MetrCJeCll1ta_r,()_e~ra _____ ---- />le'l'l'l'ork,_f\l__ew_'(CJr_l<__ -+ 10,000 00 71312014;Mus1c in the Mountains [Durango, Colorado J 1,000_00 2/1/201fOld Town Triangle Assn :Chicago, lll1no1s · 500 00

- 6/10f2013'.Remy Bumppo Theatre fChfcago, lll1no1s --J 3:000 00 217/2013;Santa Fe Opera :santa Fe, New Mexico I 25,000.00 2/6/20131Society oft~_Q1vine Sa~iou_r ~Milwaukee, W1scons1n j 27,000 00 2/6/2013iSt Jude Children's Hospital :Memphis, Tennessee I 4,500 00

>------21-1-,2-0-13-:-Tall Grass Arts Assn --- ---- _ tPark Forest,_lllmo1s_ 2,000 00

211/2013 !The Salvation Army tCh1cago, Illinois 10,000 00 414/20131The World Orphan Fund JR~ndole_~c_W1sconsm 5,000 00 211/2013: United Way of Mtro Chicago :chicago, Illinois 5,000.00

I -

211/2913.WFMT Chicago, Illinois 211/2013 WTTW iCh1cago, llilno1s

>------- 1-2,500 00 3,500 00

2,147,120 00

FORM 990-PF 2013 PART XV, PAGE _j1_