Form990-PF Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/363/363723290/36372… · Form990-PF Return of Private Foundation OMBNo 1545-0052 orSection 4947(a)(1)

t,

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

or Section 4947 (a)(1) Nonexempt Charitable Trust

2005Department of the Treasury Treated as a Private FoundationInternal Revenue Service

Note: The organization may be able to use a copy of this return to satisfy state reporting requirements.

For calendar year 2005 , or tax year beginning JUL 1, 200 5 , and ending JUN 30, 2006

G rhark all that annly n Initial return n Final return n Amended return n•Address rhanna n Name rhanne

Use the IRS Name of organization A Employer Identification number

label.otherwise , A . FRANKLIN PILCHARD FOUNDATION 36-3723290

print Number and street (or P O box number If mail Is not delivered to street address) B Telephone numberortype . 508 N. PLUM GROVE RD. ( 847 ) 963-8900

See SpecificInstructions . City or town, state, and ZIP code C If exemption application Is pending , check here ►

PALATINE , IL 6 0 0 6 7 D 1. Foreign organizations , check here ►H Check a of org anization X Section 501 c 3 exempt private foundationtype ^ ()()

2. Foreignrgan meeting the85%test ►check heere an

d aatttactach compumputaLOn

0 Section 4947(a)(1) nonexempt charitable trust = Other taxable private foundationE If ft d t t t t t d

I Fair market value of all assets at end of year J Accounting method 0 Cash Accrualpriva oun ion s us wase a a ermina e

under section 507(b)(1)(A), check here ►0(from Part 11, col. (c), line 16) 0 Other (specify ) F If the foundation is in a 60-month termination► $ 19 , 912 , 286 . (Part 1, column (d) must be on cash basis.) under section 507 ( b )( 1 ) B), check here ►Part I Analysis of Revenue and Expenses (a) Revenue and (b ) Net investment ( c) Adjusted net (d) Disbursements

(The total of amounts In columns (b), (c), and (d) may notnecessarily equal the amounts In column (a)) expenses per books income income for charitable purposes

(cash basis only)

1 Contributions , gifts, grants , etc , received N7A

2 Check o- If the foundation is not required to attach Sch B

Interest on savings and temporary3 cash Investments

4 Dividends and interest from securities 748,637. 748,637. STATEMENT 25a Gross rents

b Net rental income or toss)

6a Net gain or (loss) from sale of assets not on line 1 0 -5 Q , 8 2 4 . STATEMENT 1

Gross sales price for all8 42,760.b assets on line 6a

7 Capital gain net income (from Part N. line 2) 0.

8 Net short -term capital gain

9 Income modificationsGross sales less returns

10a and allowances

b Less Cost of goods sold

c Gross profit or (loss)

11 Other income

12 Total . Add lines 1 throu g h 11 697 , 813. 748 , 637.

13 Compensation of officers, directors , trustees , etc 236,000. 205,000. 31,000.14 Other employee salaries and wages

15 Pension plans , employee benefits

16a Legal fees

a b Accounting fees STMT 3 41,330. 10,000. 31,330.W c Other professional fees STMT 4 98,283. 98,283. 0.

17 Interest

18 Taxes STMT 5 20,949. 0. 0.•^ 19 Depreciation and depletion

'E 20 Occupancy

4 21 Travel , conferences , and meetings 742. 742. 0.V

22 Printing and publications

1 23 Other expenses STMT 6 126. 126. 0.24 Total operating and administrative

o, exp rise 397 430. 314 151. 62 330.25 Co tnb r

Ir

776, 449. 776,449.26 Tot penses and disbursements. 8

19Ad n s2 .^:25 r' ^,_

01 173 879. 314 151. 838 779.

27 Su trailt line 26 from Ilne 12"

tic s of rgveQ es n rse nts -476,066.Ne ne v , enter - 434,486. 1

c Adjusted net Income Of negative , enter -0-) N/ALHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions . Form 990-PF (2005)

52350101-05.06

116460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1

I

Form 990-PF (2005 ) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Paae 2

Balance Sheets "" dsc''ed"'gandamountin'he dez"pb onBeginning of year End of year

^f column should be for end-ot-yearamo untsonly ( a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non -interest-bearing

2 Savings and temporary cash investments

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

disqualified persons

7 Omer notPS and loans n cable ► 1,182 , 000 .

Less allowancefordoubtfulaccounts ► 1, 200, 000. 1, 182, 000. 1,182,000.8 Inventories for sale or use

myN 9 Prepaid expenses and deferred charges

a 10a Investments - U S and state government obligations

b Investments - corporate stock STMT 7 9,138,267. 9,461,707. 9,461 , 707.c Investments - corporate bonds STMT 8 9, 603, 500. 8, 828, 734. 8,828 , 734.

11 Investments - land buildings, and equipment basis ► 350,990 .Lea amumuWted daprwabon ► 372,323. 350,990. 350,990.

12 Investments - mortgage loans

13 Investments - other

14 Land , buildings , and equipment basis ►Less, accumulated depr abon ►

15 Other assets ( describe ► ACCRUED INTEREST ) 111, 125. 88,855. 88,855.

16 Total assets to be completed by all filers 20F425,215. 19 , 912 , 286. 19 912 , 286.17 Accounts payable and accrued expenses

18 Grants payable

19 Deferred revenue

20 Loans from officers, directors , trustees, and other disqualified persons

La 21 Mortgages and other notes payable.

J 22 Other liabilities (describe ►

23 Total liabilities (add lines 17 throu g h 22 ) 0. 0

Organizations that follow SFAS 117, check here ►and complete lines 24 through 26 and lines 30 and 31.

24 Unrestricted

cc 25 Temporarily restricted

m 26 Permanently restricted

Organizations that do not follow SFAS 117, check here ► 0LL and complete lines 27 through 31.

,°n 27 Capital stock , trust principal , or current funds 1 , 369,532. 1,369 , 532 .28 Paid-in or capital surplus , or land, bldg , and equipment fund 0. 0

a 29 Retained eamings , accumulated income , endowment , or other funds 19,055,683. 18,542,754 .Z 30 Total net assets or fund balances 20,425,215. 19,912,286.

31 Total liabilities and net assets and balances 20 , 425 , 215. 19 , 912 , 286. 1

p^jj 111 Analysis of Changes in Net Assets or Fund Balances

52351101-05-06

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 20 , 425,215 •

2 Enter amount from Part 1 , line 27a 2 -476, 0 6 6

3 Other increases not included in line 2 ( itemize) ► 3 0

4 Add lines 1 , 2, and 3 4 19 , 949 , 149.5 Decreases not included in line 2 ( itemize ) ► APPREC IAT ION OF INVESTMENTS 5 36,863.6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II, column (b), line 30 6 19,912, 286 •

Form 990-PF (2005)


Form990-PF(2005) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Pag e 3

Part 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 buck warehouse, or common stock, 200 shs MLC Co )

(b How acquired- Purchase

D - Donation

(c) Date acquired(mo , day, yr)

(d) Date sold(mo , day, yr )

1a

b SEE ATTACHED STATEMENTS

Cd

e

(e) Gross sales puce (f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus (f) minus (g)

a

b

c

d

e 842,760. 1 1 893,584. -50,824.Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(I) F M V as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of col (i)over col (i), if any

col (k), but not less than -0-) orLosses (from col (h))

a

b

c

d

e -50,824.

2 Capital gain net income or (net capital loss) t If (lain,)also enter in Part I, line 71line 7 JIf loss enter -0- in Part I 2 -50 , 824.

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)If (loss), enter -0- in Part I, line 8 3 N/A

[ PertV 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 organization liable for the section 4942 tax on the distributable amount of any year in the base period'? 0 Yes 0 No

If "Yes' the organization does not qualify under section 4940(e) Do not complete this part1 Enter the appropriate amount in each column for each year, see instructions before making any entries

Base period yearsCalendar year ( or tax year beg innin g in Adjusted qualifying distributions Net value of noncha)ntable-use assets

( d )Distribution ratio

( col (b) divided by col (c))

2004 985,745. 20,450,834. .0482012003 1,171,227. 19,600 464. .0597552002 1 , 328,914. 21,354,079. .0622322001 1,264,640. 23,095,197. .0547582000 1 , 420 , 859. 1 25 122 619. .056557

2 Total of line 1 , column (d) 2 .2815033 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 ,

the foundation has been in existence if less than 5 years

or by the number of years

3 . 056301

4 Enter the net value of noncharitable -use assets for 2005 from Part X, line 5 4 19,866,221.

5 Multiply line 4 by line 3 5 1 , 118,488 .

6 Enter 1 % of net investment income ( 1 % of Part I, line 27b ) 6 4 , 345 .

7 Add lines 5 and 6 7 1,122,833 .

8 Enter qualifying distributions from Part XII, line 4 8 886,779 .

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rateSee the Part VI instructions

523521/01-05-06 Form 990-PF (2005)3


Form 990-PF (2005 ) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Page4Pmt VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructio ns)la Exempt operating foundations described in section 4940(d)(2), check here ►0 and enter'WA' on line 1

Date of ruling letter (attach copy of ruling letter if necessary -see Instructions)

b Domestic organizations that meet the section 4940(e) requirements in Part V, check here ►0 and enter 1 % 1 8,690.of Part I, line 27b

c All other domestic organizations 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 8 , 690.

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 8,690.

6 Credits/Payments

a 2005 estimated tax payments and 2004 overpayment credited to 2005 6a 13,360.b Exempt foreign organizations - tax withheld at source 6b

c Tax paid with application for extension of time to file (Form 8868) Sc

d Backup withholding erroneously withheld 6d

7 Total credits and payments Add lines 6a through 6d 7 13 1 360.

8 Enter any penalty for underpayment of estimated tax Check here 0 if Form 2220 is attached 8

9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9

10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 4 , 670.

11 Enter the amount of line 10 to be Credited to 2006 estimated tax ► 4 6 7 0 . 1 Refunded ► 11 0.

Part VII-A Statements Regarding Activities1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No

any political campaign? 1 a X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 1 b X

If the answer is "Yes" to 1 a or 1 b, attach a detailed description of the activities and copies of any materials published or

distnbuted by the organization in connection with the activities.

c Did the organization file Form 1120-POL for this year? 1 c X

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the organization ► $ 0. (2) On organization managers ► $ 0.

e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization

managers ► $ 02 Has the organization engaged in any activities that have not previously been reported to the IRS? 2 X

If "Yes," attach a detailed description of the activities.

3 Has the organization 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 X

4a Did the organization have unrelated business gross income of $1,000 or more during the year'? 4a X

b If 'Yes' has it filed a tax return on Form 990-T for this year? N/A 4b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X

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 X

7 Did the organization have at least $5,000 in assets at any time during the year? 7 X

If "Yes," complete Part Il, col. (c), and Part XV.

8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►IL

b If the answer is'Yes'to line 7, has the organization 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 X

9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(I)(5) for calendar

year 2005 or the taxable year beginning in 2005 (see instructions for Part XIV)' If "Yes," complete Part YJV 9 X

10 Did any persons become substantial contributors dunng the tax year? It 'Yes.' attach a schedule listing their names and addresses 10 X

11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? 11 X

Web site address ► N/A

12 The books are in care of ► ROBERT C. PACILIO C/O MPE&G Telephone no ► (84 7) 9 6 34 82 0

Locatedat ► 508 N. PLUM GROVE RD. PALATINE, IL ZIP+4 ►6006713 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ►0

and enter the amount of tax-exempt interest received or accrued during the year 13 I N/A

o^05-06 Form 990-PF (2005)4


Form 990-PF ( 2005 ) A. FRANKLIN PILCHARD FOUNDATION 36-3 723290 Page5

Palit A1.13 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

1 a During the year did the organization (either directly or indirectly)

(1) Engage in the sale or exchange , or leasing of property with a disqualified person'? El Yes EXI No

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

a disqualified person'? 0 Yes 0 No

(3) Furnish goods , services , or facilities to ( or accept them from) a disqualified person? 0 Yes 0 No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person'? 0 Yes 0 No

(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 )? 0 Yes EXI No

(6) Agree to pay money or property to a government official'? ( Exception . Check 'No'

if the organization agreed to make a grant to or to employ the official for a penod after

termination of government service , if terminating within 90 days ) O Yes 0 No

b If any answer is'Yes'to la(1)-(6), did any of the acts fail to qualify under the exceptions descnbed in Regulations

section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions )'? N/A 1b

Organizations relying on a current notice regarding disaster assistance check here0.0

c Did the organization engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected

before the first day of the tax year beginning in 2005 1 c X

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

defined in section 4942 (I)(3) or 4942 (j)(5))

a At the end of tax year 2005 , did the organization have any undistributed income ( lines 6d and 6e, Part XIII) for tax year(s) beginning

before 2005' 0 Yes 0 No

If 'Yes ," list the years ►b Are there any years listed in 2a for which the organization 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) N/A 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

3a Did the organization hold more than a 2% direct or indirect interest in any business enterpnse at any time

during the years Yes 0 No

b If 'Yes,' did it have excess business holdings in 2005 as a result of (1) any purchase by the organization 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 organization had excess business holdings in 2005.) N/A 3b4a Did the organization invest during the year any amount in a manner that would jeopardize its chantable purposes '? 4a X

b Did the organization make any investment in a prior year ( but after December 31, 1969) that could jeopardize its chartable purpose that

had not been removed from jeopardy before the first day of the tax year beginning in 2005 4b X

5a During the year did the organization pay or incur any amount to

(1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945(e))' 0 Yes 0 No

(2) Influence the outcome of any specific public election (see section 4955 ), or to carry on , directly or indirectly,

any voter registration drive? = Yes EXI No

(3) Provide a grant to an individual for travel , study , or other similar purposes '? = Yes EXI No

(4) Provide a grant to an organization other than a charitable , etc , organization described in section

509(a )( 1), (2), or (3 ), or section 4940 (d)(2)' 0 Yes EXI No

(5) Provide for any purpose other than religious , chartable , scientific , literary, or educational purposes, or for

the prevention of cruelty to children or animals '? 0 Yes 0 No

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 X

Organizations relying on a current notice regarding disaster assistance check here ►0c If the answer is Yes to question 5a(4), does the organization claim exemption from the tax because it maintained

expenditure responsibility for the grant? N/A Yes 0 No

If "Yes, " attach the statement required by Regulations section 53 4945-5(d).

6a Did the organization , during the year , receive any funds, directly or indirectly , to pay premiums on

a personal benefit contract? Yes 0 No

b Did the organization , during the year , pay premiums , directly or indirectly, on a personal benefit contract? 5b X

If you answered "Yes" to 6b, also file Form 8870.

Form 990-PF (2005)

52354101-05-06

516460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5

A. FRANKLIN PILCHARD FOUNDATION 36-3723290Info

d Employees,About

andOfficers, Directors , Trustees, Foundation Managers , Highly Page 6

ContractorsIIIP1. List all officers, directors. trustees, foundation managers and their compensation.

(a) Name and address(b) Title , and averag e

hours p er week devotedto p osition

(c) Compensation(If not paid,enter -0 -)

(d)conmbutonstoe"np;Mde=u`s

compensation

(e) Expenseaccount, otherallowances

KEVIN J. RYAN RESIDENT/DI CTOR6428 JOLIET ROAD STE 102COUNTRYSIDE , IL 60525 10.00 218 000. 0. 0.DONALD R. PAWELSKI SECRETARY/DI CTOR6428 JOLIET ROAD STE 102COUNTRYSIDE , IL 60525 1.00 18 , 000. 0. 0.ROBERT C. PACILIO TREASURER/DIR ECTOR508 N. PLUM GROVE ROADPALATINE , IL 60067 5.00 0. 0. 0.

2 GomnPnsaTlon oT Tlve n10npst-naIA Pmnlnvees iotner Tnan TnnsH Ine111de[I nn IIne 71 _ IT nnne_ enter "N[,Nt_ '

(a) Name and address of each employee paid more than $50,000(b) Title and average

hours per weekdevoted to p osition

(c) Compensation^^a^^ ^ao

co ensabon

(e) Expenseaccount, otherallowances

NONE

Total number of other employees paid over $50 ,000 ► I U

3 Five highest -paid independent contractors for professional services . 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 receivin g over $50,000 for professional services ► 0

I F IX_A I Summary of Direct Charitable Activities

List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as theExpensesnumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc

iGRANTING OF SCHOLARSHIP BASED ON FINANCIAL NEED AND

2

3

4

SCHOLASTIC ABILITY

ofo5-os Form 990-PF (2005)6


Form 990-PF (2005) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Pagel

Wirt IX-B Summary of Program-Related Investments

Describe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 Amount

1 N/A

2

All other program- related investments See instructions

3

Total . Add lines 1 through 3 ► 0.

Piurt 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 1 a 20 , 168,752.b Average of monthly cash balances 1 b

c Fair market value of all other assets 1 c

d Total (add lines 1 a, b, and c) 1 d 20 , 168,752.e Reduction claimed for blockage or other factors reported on lines la and

1c (attach detailed explanation) le 0

2 Acquisition indebtedness applicable to line 1 assets 2 0.

3 Subtract line 2 from line 1 d 3 20,168,752 .4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 302,531 .

5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 19, 866,221 .6 Minimum investment return . Enter 5% of line 5 6 993 , 311 .Foi^ri Yj Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain

foreign organizations check here ► fl and do not complete this part )

1 Minimum investment return from Part X, line 6 1 993, 311 .2a Tax on investment income for 2005 from Part VI, line 5 2a 8,690.

b Income tax for 2005 (This does not include the tax from Part VI) 2b

c Add lines 2a and 2b 2c 8 690 .3 Distributable amount before adjustments Subtract line 2c from line 1 3 984, 621 .

4 Recoveries of amounts treated as qualifying distributions 4 0

5 Add lines 3 and 4 5 984,621.6 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 7 984 , 621 .

P 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 1 a 838,779.b Program-related investments - total from Part IX-B 1 b 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) SEE STATEMENT 9 3b 48 , 000.4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 886,779.

5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b 5 0

6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 886,779.

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the

4940(e) reduction of tax in those years.

foundation qualifies for the section

Form 990-PF (2005)

52356101-05-06

16460718 738075 AFP57

2005 . 05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1

j It

Form 990- PF (2005 ) A. FRANKLIN PILCHARD FOUNDATION

0.

1 Distributable amount for 2005 from Part XI,

line 7

2 Undistnbuted income, if any, as of the end of 2004

a Enter amount for 2004 only

b Total for prior years

3 Excess distributions carryover, if any, to 2005

a From 2000

b From 2001

c From 2002

d From 2003

e From 2004

f Total of lines 3a through e

4 Qualifying distributions for 2005 from

Part XIl,line 4 886, 779.

a Applied to 2004, but not more than line 2a

b Applied to undistributed income of prior

years (Election required - see instructions)

c Treated as distributions out of corpus

(Election required - see instructions)

d Applied to 2005 distributable amount

e Remaining amount distributed out of corpus

5 Excess distributions carryover applied to 2005Of an amount appears In column (d), the same amount

must be shown in column (a) )

6 Enter the net total of each column asindicated below:

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

b Prior years' undistributed income Subtract

line 4b from line 2b

c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed

d Subtract line 6c from line 6b Taxable

amount - see instructions

e Undistributed income for 2004 Subtract line

4a from line 2a Taxable amount - see instr

f Undistributed income for 2005 Subtract

lines 4d and 5 from line 1 This amount must

be distributed in 2006

7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1)(E) or 4942(g)(3)

8 Excess distributions carryover from 2000

not applied on line 5 or line 7

9 Excess distributions carryover to 2006.

Subtract lines 7 and 8 from line 6a

10 Analysis of line 9

a Excess from 2001

b Excess from 2002

c Excess from 2003

d Excess from 2004

52357101-05-06

16460718 738075 AFP5

Undistributed Income (see instructions)

(a)Corpus

(b) (c)Years prior to 2004 2004

883,095.

0.

36-37 23290 " Page8

(d)2005

984,621.

883,095.

0.

0.3,684.

0.0. 0.

0.

0.

0.

0.

0.

980 F 937.

0.

0.

0.

Form 990-PF (2005)

82005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1

Form 990-PF 2005 A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Page9

Paf XJ1t Private Operating Foundations (see instructions and Fart VII-A, question 9) N/A

t a If the foundation has received a ruling or determination letter that it is a private operating

foundation , and the ruling is effective for 2005 , enter the date of the ruling lo. I

b Check box to indicate whether the organization is a p rivate o pera in q foundation described in section 4942 (l)( 3 ) or 4942(j)(5)

2 a Enter the lesser of the adjusted net Tax year Prior 3 years

income from Part I or the minimum ( a) 2005 ( b) 2004 ( c) 2003 (d) 2002 ( e) Total

investment return from Part X for

each year listed

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 2c3 Complete 3a , b, or c for the

alternative test relied upona 'Assets' alternative test - enter

(1) Value of all assets

(2) Value of assets qualifyingunder section 4942 (j)(3)(B)(i)

b 'Endowment' alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted

c 'Support' alternative test - enter

(1) Total support other than grossinvestment income ( interest,dividends , rents , payments onsecurities loans (section51 2(a)(5 )), or royalties)

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942 (i)(3)(B)(ui)

(3) Largest amount of support from

an exempt organization

( 4 ) Gross investment incomePant XE Supplementary Information (Complete this part only if the organization had $5,000 or more in assets

at any time during the year-see page 26 of the 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 taxyear (but only if they have contributed more than $5,000) (See section 507(d)(2) )

NONEb 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

NONE2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship , etc., Programs:

Check here 01 [X if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If

the organization makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

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

ROBERT C. PACILIO C/O MPO & CO. 508 N. PLUM GROVE ROAD, PALATINE, IL 60067

b The form in which applications should be submitted and information and materials they should includeAPPLICATION FORMS AVAILABLE

c Any submission deadlinesOCTOBER 31

d Any restrictions or limitations on awards, such as by geographical areas , charitable fields , kinds of institutions, or other factors

APPLICANTS MUST BE GRADUATING FROM ONE OF THE HIGH SCHOOLS PARTICIPATING INTHE SCHOLARSHIP PROGRAM.523581/01-05-06 Form 990-PF (2005)


Form 990-PF (2005 ) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Page 10Part XV Supplementary Information (continued)3 Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient It recipient is an individual,show any relationship to Foundation Purpose of grant or

Name and address (home or business ) any foundation manager status of contribution Amountor substantial contributor recipient

a Paid during the year

SEE STATEMENT 10Total ► 3a 776 449.

b Approved for future payment

NONE

Total ► 3b 1 0.523601/01-05.06 Form 990-PF (2005)


Form 990-PF (2005) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Page11

Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated

1 Program service revenue

UlIIWdI

(a)Businesscode

nu UUblilcbs 111UUIu1o

(b)Amount

txau

F(29.-see

aeC o sCnon „z o,s or

(d)Amount

(e)

Related or exemptfunction income

a

b

c

d

ef

g Fees and contracts from government agencies

2 Membership dues and assessments

3 Interest on savings and temporary cash

investments

4 Dividends and interest from securities 14 748,637.5 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 14 -50,824.9 Net income or (loss ) from special events

10 Gross profit or (loss ) from sales of inventory

11 Other revenue

a

b

cd

e12 Subtotal Add columns ( b), (d), and (e) 01 697 , 813. 1 0.

13 Total. Add line 12 , columns ( b), (d), and (e) 13 697,813.(See worksheet in line 13 instructions to verify calculations

Pad XVI .B Relationship of Activities to the Accomplishment of Exempt Purposes


523611 Form 990-PF (2005)01-05-06

Form 990-PF (2005) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Pag e 12Fart x it Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No

the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations7

a Transfers from the reporting organization to a nonchantable exempt organization of

(1) Cash 1a (l ) X

(2) Other assets M2A X

b Other transactions

(1) Sales of assets to a nonchantable exempt organization 1 b 1 X

(2) Purchases of assets from a nonchantable exempt organization 1 b (2 )1 X

(3) Rental of facilities, equipment, or other assets lb (3 ) X

(4) Reimbursement arrangements 1 b (4 ) X

(5) Loans or loan guarantees 1b (5) X

(6) Performance of services or membership or fundraising solicitations 1b ( 6 ) X

Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 c X

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 organization If the organization received less than fair market value in any transaction or sharing arrangement, show in

(a) Name of organization ( b) Type of organization ( c) Description of relationship

N/A

Under penalties of p ury , 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,

r Soth& a taxpayer or fiduciary ) is based on all information of which prepare r has any knowledgeend complete D archon of

prepare

Sig tur of office

X Preparers

f^W4:C

0.

signature 0

`ma pd OLIVAFmisname (oryours CCARTHY i PA LIO i

a Ifselt wlore , 508 N. PLUM GROVE ROADaddre and ZIP code PALATINE , IL 60067

52362101-05-06

16460718 738075 AFP5 2005.05080

2a Is the organization 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? Yes ® No

b If Yes , complete the following schedule

CONTINUATION FOR 990-PF, PART IVA. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 1 OF 6R IV Capital Gains and Losses for Tax on Investment Income

(a) List and descnbe the kind (s) of property sold, e g , real estate,2-story buck warehouse , or common stock, 200 shs MLC Co

(b How acquired

0 - Dontion

( c) Date acquired(mo , day , yr )

(d) Date sold(mo , day, yr)

la 25000 SHS-JDS UNIPHASE-

P 06/30/98 10/20/052500 SHS-CONAGRAb P 06/30/02 03/20/06

c 190 SHS-LUFKIN INDS P 11/11/04 07/08/05d 300 SHS-AMERIGROUP P 11/11/04 07/21/05e 210 SHS-GEHL COMPANY P 04/15/05 07/27/05f 60 SHS-EAGLE MATERIAL P 11/11/04 08/30/0570 SHS-MUELLER IND P 11/11/04 08/30/05

h 180 SHS-R&B INC P 11/11/04 08/30/0540 SHS-RYDER SYSTEMS P 11/11/04 08/30/0560 SHS-UNIVERSAL AMERICAN P 11/11/04 08/30/05

k 70 SHS-WEST PHARMACEUTICAL P 11/11/04 08/30/051 185 SHS-RYDER SYSTEM P 11/11/04 09/13/05m 175 SHS-ARKANSAS BEST P 12/14/04 09/14/05n 350 SHS OMNIVISION P 02/23/05 09/13/05o280 SHS-VOLT INFOMATION P 03/08/05 09/13/05

(e) Gross sales price ( f) Depreciation allowed(or allowable)

( g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus ( f) minus (g)

a 48,499. 158,452. -109,953.b 49,173. 72,392. -23,219.c 7,896. 3,630. 4,266.d 10 , 560. 9,579. 981.e 10,182. 4,864. 5 , 318.f 6 , 299. 4,444. 1,855.

1,792. 2,010. -218.h 1,985. 2,290. -305.

1,406. 2,131. -725.1,350. 769. 581.

k 1,901. 1 , 638. 263.6,253. 9,855. -3 , 602.

m 5,743. 7,501. -1,758.n 4 , 807. 6,719. -1,912.o 6 , 090. 7,926. -1,836.

Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31 /69 (I) Losses (from col (h))

(1) F M V as of 12/31/69(J) Adjusted basisas of 12/31/69

(k) Excess of col (i)over col (j), if any

Gains ( excess of col (h) gain over col (k),but not less than '-0-')

a -109 , 953.b -23,219.c 4,266.d 981.e 5,318.f 1,855.

-218.h -305.

-725.581.

k 263.-3,602.

m -1,758.n -1,912.o -1,836.

2 Capital gain net income or net capital loss)gain ,)a lso enter in Part I, line 7

enter'-0- in Part I line 7( ) If ?loss )2

,,

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)If (loss), enter'-Vin Part I , line 8 3

52359105-01-05


'' CONTINUATION FOR 990-PF, PART IVA. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 2 OF 6Part IW 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 buck warehouse, or common stock , 200 shs MLC Co

( b 1 How acquired

D - Donaton

(c) Date acquired(mo , day , yr )


la 100 SHS-OMNIVISION P 08/30/05 09/13/05b 381 SHS-TELECOM CORP P 11/11/04 09/09/05c 362 SHS-TORO COMPANY P 11/11/04 09/09/05d 3440 SHS-PIMCO FDS PAC P 05/18/04 08/30/05e 218 SHS-PIMCO FDS PAC P 12/30/04 08/30/05f 386 SHS-TIMBERLAND CO P 11/11/04 12/06/05224 SHS-ABBOTT LABS P 07/07/05 12/06/05

h 372 SHS-DUKE ENERGY P 07/07/05 12/06/05i 335 SHS-DENBURY RES P 11/11/04 12/02/0590 SHS-ENERGEN P 11/11/04 12/02/05

k 665 SHS-UNIVERSAL AMERICAN P 11/11/04 12/02/051 175 SHS-CAPITAL CROSSING P 01/18/05 12/02/05m252 SHS-BUNGE LTD P 11/11/04 11/03/05n 193 SHS-LENNAR CORP P 06/02/05 11/03/05o 155 SHS-M D C HOLDINGS P 06/02/05 11/03/05

(e) Gross sales price ( f) Depreciation allowed(or allowable )


( h) Gain or (loss)(e) plus ( f) minus (g)

a 1,374. 1,464. -90.b 13,031. 12,605. 426.c 13,957. 12,534. 1 , 423.d 59,110. 50,266. 8,844.e 3,750. 3,295. 455.f 12,437. 12,447. -10.

8,524. 10,968. -2,444.h 9,917. 10,844. -927.

7,855. 4,229. 3,626.3,406. 2,505. 901.

k 9,981. 8,525. 1 , 456.5,673. 5,462. 211.

m 12,988. 12,431. 557.n 11,326. 11 , 396. -70.o 10,887. 11,535. -648.


(I) F M V as of 12/31/69(j) Adjusted basisas of 12/31/69

( k) Excess of col (i)over col (1), if any

Gains (excess of col ( h) gain over col (k),but not less than'-0- )

a -90.b 426.c 1,423.d 8,844.e 455.f -10.

-2,444.h -927.

3,626.901.

k 1,456.211.

m 557.n -70.o -648.

If am, also enter in Part I, line 7 12 Capital gain net income or (net capital loss) If (loss) line 7 1enter '-0- in Part I 2,,

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)If (loss), enter '-0= in Part I , line 8 3

52359105-01-05


CONTINUATION FOR 990-PF, PART IV

A. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 3 OF 6Part 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

D - Donaton

(c) Date acquiredNo , day, yr )


la 906 SHS-TENET HCARE P 07/07/05 11/03/05b 410 SHS-LUFKIN INDS P 11/11/04 10/06/05c 120 SHS-BUILDING MATERIALS P 11/11/04 10/17/05d 255 SHS-COMMERCIAL METALS P 11/11/04 10/17/05e 260 SHS-KINDRED HCARE P 02/23/05 10/17/05f 349 SHS-GRACO INC P 11/11/04 10/07/05451 SHS-VERISIGN P 11/11/04 10/07/05

h 218 SHS-CARNIVAL CORP P 03/04/05 10/07/051162 SHS-CENTERPOINT P 11/11/04 01/06/06323 SHS ROCKWELL P 11/11/04 01/06/06

k 731 SHS-TECO ENERGY P 10/07/05 01/06/061 187 SHS-ENTERGY P 11/11/04 02/06/06m 574 SHS-SPRINT P 11/11/04 03/03/06n 624 SHS-SCHERING PLOUGH P 01/04/05 03/03/06o 303 SHS-BAXTER P 06/02/05 03/03/06

(e) Gross sales puce ( f) Depreciation allowed(or allowable)


( h) Gain or (loss)(e) plus (f) minus (g)

a 7,501. 10,901. -3,400.b 15,199. 7,833. 7,366.c 9,298. 3,741. 5,557.d 7,574. 5,024. 2,550.e 7,663. 7,930. -267.f 11,688. 12,521. -833.

9 , 048. 12,511. -3,463.it 10,496. 11,844. -1,348.

15,112. 12,619. 2,493.15,192. 12,588. 2,604.

k 12,733. 12,532. 201.1 12,955. 12,594. 361.m 13,979. 12,622. 1,357.n 11,419. 12,778. -1,359.o 11,665. 11,185. 480.

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Losses (from col (h))

(I) F M V as of 12/31/69(1) Adjusted basisas of 12/31/69

( k) Excess of col (i)over col ( 1), if any

Gains (excessbut not less(than

h) gain0o^ r col (k),

a -3,400.b 7,366.c 5,557.d 2,550.e -267.f -833.

-3,463.h -1,348.

2,493.2,604.

k 201.1 361.m 1,357.n -1,359.0 480.

If ain, also enter in Part I, line 7 12 Capital gain net income or ( net capital loss) ^ If (lloss ) line 7 1enter '-0- in Part I 2,,

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)If (loss), enter'-O -" in Part I , line 8 3

52359105-01-05


It CONTINUATION FOR 990-PF, PART IVA. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 4 OF 6Pad IV Caoltal 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

D - Donaton

(c) Date acquired(mo , day , yr )

( d) Date sold(mo , day, yr )

la 230 SHS-MURPHY OIL P 06/02/05 03/03/06b250 SHS-HUGHES SUPPLY P 11/11/04 03/14/06c 110 SHS-EAGLE MATERIALS P 11/11/04 03/15/06d 140 SHS-GENYLTE GROUP P 11/11/04 02/14/06e 125 SHS-AMERUS GROUP P 11/11/04 02/16/06f 225 SHS-AVIALL P 02/02/05 02/14/06945 SHS-TECHTEAM GLOBAL P 09/13/05 02/17/06

h 65 SHS-DENBURY RESOURCES P 11/11/04 01/10/06150 SHS-ENERGEN CORP P 11/11/04 01/10/06105 SIERRA HEALTH P 11/11/04 01/10/06

k 160 SHS-MOOG INC P 11/11/04 01/18/06320 SHS-RPC INC P 11/11/04 01/18/06

m 375 SHS-WELLMAN INC P 04/04/05 01/10/06n 300 SHS-CHIQUITA BRANDS P 05/16/05 01/18/06o 195 SHS-DENBURY RESOURCES P 08/30/05 01/10/06

( e) Gross sales price ( f) Depreciation allowed(or allowable )

(g) Cost or other basisplus expense of sale


a 10,973. 11,470. -497.b 11,582. 7,535. 4 , 047.c 6,413. 2,716. 3 , 697.d 7,868. 5,246. 2,622.e 7,622. 5,489. 2,133.f 8,376. 6 , 306. 2,070.

10,036. 12 , 928. -2,892.h 1,612. 821. 791.

5,691. 4,175. 1,516.4,144. 2,771. 1,373.

k 4,494. 4,375. 119.9,241. 3,080. 6,161.

m 2,561. 5,421. -2,860.n 5,628. 7 , 675. -2 , 047.o 4,836. 4,313. 523.


(i) F M V as of 12/31/69(j) Adjusted basisas of 12/31/69

( k) Excess of col (i)over col (j), it any

Gains (excessbut not less(than

h) gain0o)er col (k),

a -497.b 4 , 047.c 3,697.d 2,622.e 2,133.f 2,070.

-2,892.h 791.

1,516.1,373.

k 119.6 , 161.

m -2,860.n -2,047.0 523.

alsoenter °-

enter0-

ininPart IPart

,Iline

line77 /2 Capital gain net income or ( net capital loss )

Iff (loss)oss) 2,,,

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)If (loss), enter °-0- in Part I , line 8 3

52359105-01-05


CONTINUATION FOR 990-PF, PART IVA. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 5 OF 6Pad 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- Purchase

D - Donation

(c Date acquired(mo , day , yr )

( d) Date sold(mo , day, yr )

la 2486 SHS-PIMCO FDS PAC P 08/13/04 02/24/06b 590 SHS-MGP INGREDIENTS P 01/18/06 04/13/06c 110 SHS-EAGLE MATERIALS P 11/11/04 05/01/06d 165 SHS-AVIALL INC P 02/02/05 05/01/06e 60 SHS-CARPENTER TECH P 11/08/05 05/01/06f 1082 SHS-GOODYEAR TIRE P 11/11/04 04/05/06308 SHS-WALGREEN P 09/09/05 04/05/06

h 490 SHS-SWIFT ENERGY P 11/11/04 05/03/06i 465 SHS-PERFORMANCE GROUP P 09/09/05 05/03/06253 SHS-APACHE CORP P 11/11/04 06/05/06

k 491 SHS-ADTRAN INC P 01/06/06 06/05/06I MESIROW ALT STRATEGY FUND P 01/01/05 10/15/05m MESIROW ALT STRATEGY FUND P 01/01/04 10/15/05n 341 SHS-MC CORMICK & CO. P 11/11/04 07/07/05o 303 SHS-TEREX P 11/11/04 07/07/05

(e) Gross sales price ( f) Depreciation allowed(or allowable )



a 35,126. 37 , 771. -2 , 645.b 13,336. 7,413. 5 , 923.c 7,535. 2,716. 4 , 819.d 7,756. 4 , 622. 3 , 134.e 7 , 567. 3 , 677. 3,890.f 15 , 362. 12,335. 3,027.

13,371. 13,857. -486.h 21,508. 12,495. 9,013.1 14,539. 13,870. - 669.

16,123. 12,420. 3,703.k 12,723. 14,504. -1 781.1 5,640. 5,640.m 6,620. 6,620.n 10,760. 12 , 481. -1,721.o 12 108. 12,377. -269.


(1) F M V as of 12/31/69(j) Adjusted basisas of 12/31/69

( k) Excess of col (i)over col ( I), rf any

Gains (excess of col (h) gain over col (k),but not less than *-0-')

a -2,645.b 5,923.c 4,819.d 3,134.e 3,890.f 3,027.

-486.h 9,013.

669.3,703.

k -1,781.1 5,640.m 6,620.n -1,721.o -269.

2 Capital gain net income or ( net capital loss )If ain, also enter in Part I, line 7

{ If (loss) enter'-0- in Part I line 7 / 2,,

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)If (loss), enter'-0- in Part I, line 8 3

52359105-01-05


CONTINUATION FOR 990-PF, PART IVA. FRANKLIN PILCHARD FOUNDATION 36-3723290 PAGE 6 OF 6Part 1V 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

D - Donatio n

(c) Date acquired(mo , day, yr )

(d) Date sold(mo, day, yr )

la 266 SHS-BALL CORP P 03/04/05 07/07/05b 641 SHS-DEUTSCHE TELEKOM P 04/07/05 08/03/05c

d

ef

h

k

m

n

0

(e) Gross sales price(f) Depreciation allowed

(or allowable )( g) Cost or other basisplus expense of sale

(h) Gain or (loss)(e) plus ( f) minus (g)

a 9,988. 12,172. -2,184.b 11,947. 12,624. -677.Cd

ef

h

k

mn

0Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31 /69 (I) Losses (from col (h))

(1) F M V as of 12/31/69(j) Adjusted basisas of 12/31/69

( k) Excess of col (i)over col ( 1), if any

Gains (excess of col ( h) gain over col (k),but not less than '-0-')

a -2,184.b -677.Cd

ef

h

k

m

n

0

2 Capital ain net income or net ca ital lossr If gain, a lso enter in Part I, line 7 1

g ( p ) ` If (loss enter "-O-" in Part I line 7 12 - 50,824.,,

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)If (loss), enter'-Vin Part I, line 8 3 N/A

52359105-01-05


A. FRANKLIN PILCHARD FOUNDATION 36-3723290

FORM 990-PF GAIN OR (LOSS) FROM SALE OF ASSETS STATEMENT 1

(A)DESCRIPTION OF PROPERTY

25000 SHS-JDS UNIPHASE

(B)GROSS

SALES PRICE

48,499.

C)COST OR

OTHER BASIS

158,452.

D)EXPENSE

SALE

MANNER DATEACQUIRED ACQUIRED

PURCHASED 06/30/98

(E)OF

DEPREC. GAIN

0. 0.

DATE SOLD

10/20/05

(F)

OR LOSS

-109,953.

(A) MANNER DATEDESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD

2500 SHS-CONAGRA PURCHASED 06/30/02 03/20/06

(B) (C) (D) (E) (F)GROSS COST OR EXPENSE OF

SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS

49,173. 72,392. 0. 0. -23,219.


190 SHS-LUFKIN INDS PURCHASED 11/11/04 07/08/05



7,896. 3,630. 0. 0. 4,266.

19 STATEMENT(S) 116460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1

A. FRANKLIN PILCHARD FOUNDATION


MANNER DATE

300 SHS-AMERIGROUP PURCHASED 11/11/04 07/21/05



MANNER DATE

10,560. 9,579. 0. 0. 981.


210 SHS-GEHL COMPANY PURCHASED 04/15/05 07/27/05



10,182. 4,864. 0. 0. 5,318.


60 SHS-EAGLE MATERIAL PURCHASED 11/11/ 04 08/30/05



MANNER DATE

6,299. 4,444. 0. 0. 1,855.


70 SHS-MUELLER IND PURCHASED 11/11/04 08/30/05



1,792. 2,010. 0. 0. -218.

36-3723290




180 SHS-R&B INC

(B) (C)GROSS COST OR

SALES PRICE OTHER BASIS

1,985. 2,290.

36-3723290

MANNER DATEACQUIRED ACQUIRED DATE SOLD

PURCHASED 11/11 /04 08/30/05

(D) (E) (F)EXPENSE OF

SALE DEPREC. GAIN OR LOSS


40 SHS-RYDER SYSTEMS



1,406. 2,131.


PURCHASED 11/11/ 04 08/30/05



0. 0. -725.

0. 0. -305.


60 SHS-UNIVERSAL AMERICAN




PURCHASED 11/11/04 08/30/05



1,350. 769. 0. 0. 581.

(A)

DESCRIPTION OF PROPERTY

70 SHS-WEST PHARMACEUTICAL



MANNER DATE



1,901. 1,638. 0. 0. 263.




185 SHS-RYDER SYSTEM



6,253. 9,855.

36-3723290


PURCHASED 11/11/04 09/13/05



0. 0. -3,602.

(A)DESCRIPTION OF PROPERTY.

175 SHS-ARKANSAS BEST



5,743. 7,501.


PURCHASED 12/14/04 09/14/05



0. 0. -1,758.


350 SHS OMNIVISION



4,807 . 6,719.


PURCHASED 02/23/05 09/13/05



0. 0. -1,912.


280 SHS-VOLT INFOMATION



MANNER DATE



6,090. 7,926. 0. 0. -1,836.




100 SHS-OMNIVISION



1,374. 1,464.

36-3723290


PURCHASED 08/30/05 09/13/05



(A)


381 SHS-TELECOM CORP



13,031. 12,605.


362 SHS-TORO COMPANY



13,957. 12,534.


PURCHASED 11/11/ 04 09/09/05


SALE DEPREC . GAIN OR LOSS

0. 0. 426.

MANNER DATE

0. 0. -90.



0. 0. 1,423.


3440 SHS-PIMCO FDS PAC



59,110. 50,266.

MANNER DATE



0. 0. 8,844.







36-3723290

MANNER DATEA('(ITTTDPn AI'MTTDA' Tl r rPT: OnT r

t V 1\\. L 1L7V 1J LJ 1 L/ J V/ W Z WWI J V/ V j



0. 0. 455.3,750. 3,295.

(A)


386 SHS-TIMBERLAND CO



12,437. 12,447.


224 SHS-ABBOTT LABS

(B)

GROSSSALES PRICE


PURCHASED 11/11/04 12/06/05



0. 0. -10.

MANNER DATE7 11f'\T1T T% 1-%TTTDL+T 1l7IT'V C' f % Tl

LV1\V LICLVLL 1L1

(C) (D) (E) (F)

COST OR EXPENSE OF

OTHER BASIS SALE DEPREC. GAIN OR LOSS

8,524. 10,968. 0. 0. -2,444.


372 SHS-DUKE ENERGY

(B)GROSS

SALES PRICE

9,917.

(C)COST OR

OTHER BASIS

10,844.


PURCHASED 07/07/05 12/06/05



0. 0. -927.




335 SHS-DENBURY RES



7,855. 4,229.


90 SHS-ENERGEN


3,406. 2,505.

36-3723290


PURCHASED 11/11/04 12/02/05



0. 0. 3,626.

MANNER DATE



0. 0. 901.


665 SHS-UNIVERSAL AMERICAN



9,981. 8,52


PURCHASED 11/11 /04 12/02/05



5. 0. 0. 1,456.


175 SHS-CAPITAL CROSSING



MANNER DATE



5,673. 5,462. 0. 0. 211.

25 STATEMENT(S) 1-16460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1



252 SHS -BUNGE LTD PURCHASED 11/11/ 04 11/03/05


SALES PRICE OTHER BASIS SALE DEPREC . GAIN OR LOSS

MANNER DATE

12,988 . 12,431. 0. 0. 557.


193 SHS-LENNAR CORP PURCHASED 06/02/05 11/03/05



11,326. 11,396. 0. 0. -70.

(A) MANNER DATE

DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD

155 SHS-M D C HOLDINGS PURCHASED 06/02/05 11/03/05



MANNER DATE

10,887. 11,535. 0. 0. -648.


906 SHS-TENET HCARE PURCHASED 07/07/05 11/03/05


SALES-PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS

7,501. 10,901. 0. 0. -3,400.

36-3723290




410 SHS-LUFKIN INDS



15,199. 7,833.


120 SHS-BUILDING MATERIALS



9,298. 3,741.

36-3723290

MANNER DATEA('C TTTT? vTl A f'nTTTUF' Tl nArPlM CrIT r

i V 1\V 11L'1V 1J L 1 1 / 1 1/ V Z 1 V/ V V/ V J



0. 0. 7,366.


PURCHASED 11/11 /04 10/17/05



0. 0. 5,557.


255 SHS-COMMERCIAL METALS



7,574. 5,024.

MANNER DATET/'g TTTDL'TI 7%11nTTTD1MI 11 T\TTV C!1T T%



0. 0. 2,550.


260 SHS-KINDRED HCARE PURCHASED 02/23/05 10/17/05



7,663. 7,930. 0. 0. -267.




MANNER DATE

349 SHS-GRACO INC PURCHASED 11/11/ 04 10/07/05



MANNER DATE

11,688. 12,521. 0. 0. -833.


451 SHS-VERISIGN PURCHASED 11/11/ 04 10/07/05



9,048. 12,511. 0. 0. -3,463.


218 SHS-CARNIVAL CORP PURCHASED 03/04/05 10/07/05



MANNER DATE

10,496. 11,844. 0. 0. -1,348.


1162 SHS-CENTERPOINT PURCHASED 11/11 /04 01/06/06



15,112. 12,619. 0. 0. 2,493.

36-3723290

28 STATEMENT(S) 116460718 738075 AFP5 2005. 05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1



323 SHS ROCKWELL PURCHASED 11/11/04 01/06/06



15,192. 12,588. 0. 0. 2,604.


731 SHS-TECO ENERGY PURCHASED 10/07/05 01/06/06



12,733. 12,532. 0. 0. 201.


187 SHS-ENTERGY PURCHASED 11/11/04 02/06/06



12,955. 12,594. 0. 0. 361.


574 SHS-SPRINT PURCHASED 11/11/04 03/03/06



13,979. 12,622. 0. 0. 1,357.




624 SHS-SCHERING PLOUGH



11,419. 12,778.

36-3723290


PURCHASED 01/04/05 03/03/06



0. 0. -1,359.


303 SHS-BAXTER PURCHASED 06/02/05 03/03/06

(B) (C) (D)_ (E) (F)GROSS COST OR EXPENSE OF


11,665. 11,185. 0. 0. 480.


230 SHS-MURPHY OIL PURCHASED 06/02/05 03/03/06



10,973. 11,470. 0. 0. -497.


250 SHS-HUGHES SUPPLY PURCHASED 11/11/04 03/14/06



11,582. 7,535. 0. 0. 4,047.




110 SHS-EAGLE MATERIALS



6,413. 2,716.


140 SHS-GENYLTE GROUP



36-3723290

MANNER DATE



0. 0. 3,697.

MANNER DATE



7,868. 5,246. 0. 0. 2,622.


125 SHS-AMERUS GROUP



7,622. 5,489.


225 SHS-AVIALL




PURCHASED 11/11 /04 02/16/06



0. 0. 2,133.

MANNER DATE



8,376. 6,306. 0. 0. 2,070.




945 SHS-TECHTEAM GLOBAL



10,036. 12,928.

36-3723290


PURCHASED 09/13/05 02/17/06



0. 0. -2,892.


65 SHS-DENBURY RESOURCES



MANNER DATE



1,612. 821. 0. 0. 791.


150 SHS-ENERGEN CORP



5,691. 4,175.

MANNER DATE



0. 0. 1,516.


105 SIERRA HEALTH



MANNER DATE



4,144. 2,771. 0. 0. 1,373.




160 SHS-MOOG INC

(B)GROSS

SALES PRICE

4,494.

(C)COST OR

OTHER BASIS

4,375.

36-3723290

MANNER DATE.ACQUIRED ACQUIRED DATE SOLD

PURCHASED 11/11/ 04 01/18/06



0. 0. 119.


320 SHS-RPC INC

(B)GROSS

SALES PRICE

9,241.

(C)COST OR

OTHER BASIS

3,080.


PURCHASED 11/11/04 01/18/06

(D) (E) - (F)EXPENSE OF


0. 0. 6,161.


375 SHS-WELLMAN INC



2,561. 5,421.


300 SHS-CHIQUITA BRANDS



5,628. 7,675.

MANNER DATE7%r't'T TTDLtrt 7%1 r TTTDL'T T% 'A MTV C!1T T%

L V 1\V 11L7V LL VZ / VZ/ VJ V11 1V/ VV



0. 0. -2,860.


PURCHASED 05/16/05 01/18/06



0. 0. -2,047.




195 SHS-DENBURY RESOURCES



4,836. 4,313. 0. 0. 523.



(B)GROSS

SALES PRICE

35,126.


PURCHASED 08/13/04 02/24/06

(C) (D) (E) (F)COST OR EXPENSE OF


37,771. 0. 0. -2,645.


590 SHS-MGP INGREDIENTS

(B)GROSS

SALES PRICE

13,336.


PURCHASED 01/18/06 04/13/06

(C) (D) (E) (F)COST OR EXPENSE OF


7,413. 0. 0. 5,923.


MANNER DATE

110 SHS-EAGLE MATERIALS PURCHASED 11/11/04 05/01/06



7,535. 2,716. 0. 0. 4,819.

36-3723290


PURCHASED 08/30/05 01/10/06






165 SHS-AVIALL INC



7,756. 4,622.

36-3723290


PURCHASED 02/02/05 05/01/06



0. 0. 3,134.


60 SHS-CARPENTER TECH



7,567. 3,677.


PURCHASED 11/08/05 05/01/06



0. 0. 3,890.


1082 SHS-GOODYEAR TIRE



15,362. 12,335.

MANNER- DATE



0. 0. 3,027.


308 SHS-WALGREEN



13,371. 13,857.

MANNER DATE



0. 0. -486.



• (A)DESCRIPTION OF PROPERTY

490 SHS-SWIFT ENERGY

(B)GROSS

SALES PRICE

21,508.


(C)COST OR

OTHER BASIS

12,495.

465 SHS-PERFORMANCE GROUP



14,539. 13,870.


36-3723290

MANNER DATEACQUIRED ACQUIRED DATE RnT,D

rununtioru 11/11/u't uo/u3/uo



0. 0. 9,013.


PURCHASED 09/09/05 05/03/06



0. 0. 669.

MANNER DATEarOTTTPP.n A C TTTPF.n fATE CfT.n

253 SHS-APACHE CORP PURCHASED 11/11/04 06/05/06



16,123. 12,420. 0. 0. 3,703.


491 SHS-ADTRAN INC



12,723. 14,504.


PURCHASED 01/06/06 06/05/06



0. 0. -1,781.




MESIROW ALT STRATEGY FUND



5,640. 0.

36-3723290

MANNER DATEACOUTRED ACOUTRED DATE. SnT.D

rurck-nrfionli ul/ ul/ uD lu/ t:)/ uD

(D) (E) (F)

EXPENSE OF


0. 0. 5,640.


MESIROW ALT STRATEGY FUND



6,620. 0.

D)EXPENSE

SALE

MANNER DATEACQUIRED ACQUIRED

PURCHASED 01/01/04

(E)OF

DEPREC. GAIN

0. 0.

DATE SOLD

10/15/05

(F)

OR LOSS

6,620.


341 SHS-MC CORMICK & CO. PURCHASED 11/11/04 07/07/05



10,760. 12,481. 0. 0. -1,721.


303 SHS-TEREX PURCHASED 11/11/04 07/07/05



12,108. 12,377. 0. 0. -269.




266 SHS-BALL CORP



9,988. - 12,172.


641 SHS-DEUTSCHE TELEKOM



11,947. 12,624.

36-3723290


PURCHASED 03/04/05 07/07/05



0. 0. -2,184.

MANNER DATET /l/1TTTDT: T A 'r TTTDT: r T1 TTT: O T Tl



0. 0. -677.

CAPITAL GAINS DIVIDENDS FROM PART IV

TOTAL TO FORM 990-PF, PART I, LINE 6A

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2

SOURCE

CHICAGO MEAT GROUPCRESENT PORK, INC.GLENVIEW STATE BANKGLENVIEW STATE BANK-PREMIUMAMORTIZATIONMESIROW ALT STRAT FUNDMESIROW FINANCIAL

TOTAL TO FM 990-PF, PART I, LN 4

CAPITAL GAINS COLUMN (A)GROSS AMOUNT DIVIDENDS AMOUNT

0.

-50,824.

39,999. 0. 39,999.56,000. 0. 56,000.

631,745. 0. 631,745.

-49,226. 0. -49,226.5,553. 0. 5,553.

64,566. 0. 64,566.

748,637. 0. 748,637.

38 STATEMENT(S) 1, 216460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1


FORM 990-PF ACCOUNTING FEES STATEMENT 3

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

MPE&G, 508 N. PLUM GROVERD., PALATINE, IL 60067 41,330. 10,000. 31,330.

TO FORM 990-PF, PG 1, LN 16B 41,330. 10,000. 31,330.

FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 4



TRUST MANAGEMENT FEES: 0. 0. 0.GLENVIEW STATE BANK,GLENVIEW, IL 67,401. 67,401. 0.MESIROW FINANCIAL,CHICAGO, IL 30,882. 30,882. 0.

TO FORM 990-PF, PG 1, LN 16C 98,283. 98,283. 0.

FORM 990-PF TAXES STATEMENT 5



FEDERAL EXCISE TAXES 20,949. 0. 0.

TO FORM 990-PF, PG 1, LN 18 20,949. 0. 0.

39 STATEMENT(S) 3, 4, 516460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1


FORM 990-PF OTHER EXPENSES STATEMENT 6

DESCRIPTION

SUPPLIES

TO FORM 990-PF, PG 1, LN 23

FORM 990-PF

(A) (B)EXPENSES NET INVEST-PER BOOKS MENT INCOME

126. 126.

126. 126.

CORPORATE STOCK

(C)ADJUSTED

NET INCOME

(D)CHARITABLEPURPOSES

0.

0.

STATEMENT 7

FAIR MARKETDESCRIPTION BOOK VALUE VALUE

5000 SHS COCA-COLA 215,100. 215,100.5000 SHS-GENERAL ELECTRIC 164,800. 164,800.6400 SHS-JOHNSON&JOHNSON 383,488. 383,488.6000 SHS-PROCTOR&GAMBLE 333,600. 333,600.9000 SHS-WALGREEN 403,560. 403,560.15000 SHS-MICROSOFT 349,500. 349,500.8000 SHS- PFIZER INC 187,760. 187,760.4800 SHS-PEPSICO 288,192. 288,192.7000 SHS-HARLEY DAVIDSON 384,230. 384,230.20000 SHS-CISCO SYSTEMS 390,600. 390,600.24000 SHS- INTEL CORP 456,000. 456,000.5000 SHS-WELLS FARGO & CO 335,400. 335,400.13000 SHS-APPLIED MATERIALS 211,640. 211,640.4000 SHS-MEDTRONICS 187,680. 187,680.3000 SHS-WYETH 133,230. 133,230.MESIROW ALT STRATEGIES FUND 1,312,630. 1,312,630.6000 SHS-AUTOMATIC DATA PROCESSING 272,100. 272,100.2000 SHS-ELI LILLY 110,540. 110,540.5000 SHS-TEXAS INSTRUMENTS 151,450. 151,450.6000/4000 SHS-BANK OF AMERICA 288,600. 288,600.4000 SHS-CITIGROUP 193,000. 193,000.3000 SHS-BP AMOCO 208,830. 208,830.2000 SHS-SYSCO 122,240. 122,240.MESIROW FINANCIAL-SELECT CONTRA FUND 595,868. 595,868.MESIROW FINANCIAL-MFIM SELECT ACCOUNT 765,191. 765,191.MESIROW FINANCIAL-PAS ACCOUNT 266,351. 266,351.MESIROW FINANCIAL-WCM SELECT ACCOUNT 676,747. 676,747.3000 SHS-DELL, INC 73,380. 73,380.

TOTAL TO FORM 990-PF, PART II, LINE 10B 9,461,707. 9,461,707.

40 STATEMENT(S) 6, 716460718 738075 AFP5 2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1


FORM. 990-PF CORPORATE BONDS STATEMENT 8

FAIR MARKETDESCRIPTION BOOK VALUE VALUE

FEDERAL PRIME OBLIGATION FUND 1,603,979. 1,603,979.250M BD-COLGATE-PALMOLIVE 254,275. 254,275.250M BOND-TRIBUNE 250,475. 250,475.400M BOND-IBM 399,360. 399,360.100M BOND-BOEING 100,080. 100,080.300M BOND-GENERAL ELECTRIC 298,920. 298,920.200M BD-DISNEY 199,460. 199,460.500M BD-ST. PAUL COMPANIES 503,500. 503,500.300M BOND-JP MORGAN 303,270. 303,270.500M BOND-AMERICAN INTL GROUP 500,050. 500,050.250M BOND-WELLS FARGO 251,050. 251,050.400M BOND-STANLEY WORKS 389,120. 389,120.500M BD-HONEYWELL 499,000. 499,000.250M BOND-BANK OF AMERICA 247,175. 247,175.250M BOND-CHEVRON TEXACO 241,650. 241,650.500M BOND-YORK INTERNATIONAL 507,400. 507,400.400M BOND-WELLS FARGO 397,680. 397,680.200M BOND-GENERAL ELECTRIC 191,680. 191,680.200M BD-J P MORGAN 201,240. 201,240.250M BD-U.S. BANK 304,980. 304,980.200M BD-WAL-MART 190,880. 190,880.500M BD-U.S. BANK 501,100. 501,100.200M BD-GOLDMAN SACHS 191,600. 191,600.300000 BD-ABBOTT LABS 300,810. 300,810.

TOTAL TO FORM 990-PF, PART II, LINE 10C 8,828,734. 8,828,734.



FORM•990-PF EXPLANATION OF CASH SET-ASIDE STATEMENT 9PART XII, LINE 3B

AMOUNT SET ASIDE TO PAY FUTURE SCHOLARSHIPS WHICH WERE AWARDED INCURRENT YEAR.



FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 10PAID DURING THE YEAR

RECIPIENT NAME AND ADDRESS

DALLAS ARAMBURU

11458 S. SPAULDING,CHICAGO, IL

SHAINA BENGSTON16430 NEW AVENUE , LEMONT,IL

JESSICA BRUNK732 REDWOOD CT, GENOA, IL60135

ALINA BENDERSKAYA, 6450 N.TROY, CHICAGO, IL 60645

ALLISON DURNELL10952 S. TRUMBULL, CHICAGO,IL 60655

ALYSSA BENGELSDORF1658 TAHOE CIRCLE DRIVE,WHEELING, IL 60090

AMANDA CONCAILDI607 N. CLARK DRIVE,PALATINE, IL 60074

CLARE BUYSSE4837 FAIR ELMS AVE, WESTERNSPRINGS, IL 60558

CANDICE CLEMENTE120 E. RAILROAD ST., GENOA,IL 60135

RECIPIENT RECIPIENTSTATUS PURPOSE OF GRANT RELATIONSHP AMOUNT

ALL PAYMENTS MADE NONE FORARE SCHOLARSHIP ALLPAYMENTS RECIPIENTS 5,994.

8,000.

7,301.

8,000.

8,000.

8,000.

8,000.

8,000.

8,000.



NKONE ADU DAPAAH 7,910.3528 W. 77TH STREET,CHICAGO, IL

NANCY DUGGAN 7,420.1722 LUNT AVE, DES PLAINES,IL

BRENDAN FORD -473.9625 S. CENTRAL PARK,EVERGREEN PARK, IL 60805

ANGELICA ANAYA 8,000.3053 N. LOTUS, CHICAGO,IL60641

ANGELIKA WOZNIAK, 3140 N.MENARD, CHICAGO, IL 60634 8,000.

SAVENA GALLARDO 8,000.2308 KILPATRICK, CHICAGO,IL

ASHLEY SWARTZ 3,159.1545 W. GLENLAKE, CHICAGO,IL 60660

AUDDIE SWEISS 8,000.4308 W. 91ST PLACE, OAKLAWN, IL 60453

BERNADETTA ADAMCZYK, 740TIMOTHY LANE, DES PLAINES,IL 60016 8,000.

COURTNEY GARRITY 8,000.10142 S. WASHTENAW,CHICAGO, IL



BRANDY BLACKWELL, 6124 N.WINTRROP, CHICAGO, IL 60626

BRENDA VILLALBA, 3646 W.WABANSIA, CHICAGO, IL 60647

CONNOR HEFFERNAN3111 W. 98TH PLACEE,EVERGREEN PARK, IL 60805

ERICKA HERNANDEZ5755 S. FRANCISCO, CHICAGO,IL

CESAR RODRIGUEZ, 1481CHIPPEWA TRAIL, WHEELING,IL 60090

CHELSEA NICKOLSON, 30630PEBBLE BEACH, GENOA, IL60135

KATY HOWARD105 YARROW COURT, ROLLINGMEADOWS, IL 60008

JOSEPH HURLEY9808 S. KEELER, OAK LAWN,IL 60453

CHRISTOPHER LONERGAN10036 S. WASHTANAW,CHICAGO, IL 60655

ADAM JOHNSON28264 N. 2500 AVENUE,PROPHETSTOWN, IL

36-3723290

8,000.

8,000.

8,000.

940.

8,000.

7,750.

8,000.

8,000.

8,000.

8,000.



CINDY LOPEZ, 9916 W. 58THST.,-COUNTRYSIDE, IL 60525 8,000.

CLAIRE MCNALLY 8,000.2860 W. 102ND PLACE,EVERGREEN PARK, IL 60805

AKEISHA KING 300.124 N. KILDARE , CHICAGO,IL

DONALD KING 8,000.3662 W. 119TH STREET,ALSIP, IL

DANIEL FADDEN 8,000.10020 S. KEDVALE, OAK LAWN,IL 60953

PATRICK KRILLIC 8,000.10816 S. KENNETH AVE., OAKLAWN, IL 60453

DAVID DURAN, 3424 W.COLUMBUS, CHICAGO, IL 60652 -1,043.

DEREK SIMPSON, 5638 S. PECKAVENUE, COUNTRYSIDE, IL60525 8,000.

LADORIS LEE 8,000.8001 S. JUSTICE, CHICAGO,IL

DEVIN KRUSKI, 6529 S.KENNETH AVE., CHICAGO, IL60629 , 8,000.



CHARLENE RHINEHART 5,269.8016•S. UNION, CHICAGO, IL

CHELSEA RIVERA 7.,832.4536 N. KILDARE, CHICAGO,IL

MICHELLE ROBERTS 8,000.31 HEATHERWOOD COURT,INDIAN HEAD PARK, IL 60525

SHAYLYN SEIFER 7,124.1744 W. FARWELL, CHICAGO,IL 60626

ELIZABETH MULKERN 8,000.5519 W. WILSON AVE.,CHICAGO, IL 60630

1

ERICA VEGA 8,000.703 ASPEN WAY, GENOA, IL60135

ERIN BROPHY 8,000.2514 W. 110TH ST., CHICAGO,IL 60655

ERIN DALLAS 8,000.1022 W. RAND ROAD,ARLINGTON HEIGHTS, IL 60004

ERIN HOWARD, 105 YARROWCOURT, ROLLING MEADOWS, IL60005 9,043.

HEATHER STEPAN-PAAR 6,955.6435 JOLIET ROAD, LAGRANGE, IL 60525

ERIK TAMAS 8,000.202 W. LONNQUIST BLVD, MT.PROSPECT, IL 60056



ANDREA WILLIAMS2711 N. RICHMOND, CHICAGO,IL 60647

THE J. KYLE BRAIDLEADERSHIP FOUNDATIONPO BOX 166 , VILLA GROVE, CO81155

CHRISTOPHER BASTEAN318 N. 9TH STREET # 43,MONMOUTH, IL 61462

HALEY MUI, 4039 W. 69THSTREET, CHICAGO, IL 60629

HENRY MELENDEZ4935 N. KEDVALE, CHICAGO,IL 60630

HONGNGA DANG, 1708 SPRUCEAVENUE, DES PLAINES, IL60018

HYUNGBIN KIM, 3238 W. BRYNMAWR, CHICAGO, IL 60659

STEPHANIE MURPHY2710 W. 97TH STREET,EVERGREEN PARK, IL 60805-

IVORY HARRIS, 361 E. 68THST., CHICAGO, IL 60637

JACQUELINE LICKUS, 3646 W.107TH PLACE, CHICAGO, IL60655

16460718 738075 AFP5

36-3723290

7,056.

8,000.

8,000.

-290.

6,250.

1,095.

842.

8,000.

-1,253.

3,240.

48 STATEMENT(S) 102005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1


JACQUELINE RENNER, 1543LARSON ST., SYCAMORE, IL60178 -2,459.

JAIME HERRERA, 2716 W. 42NDSTREET, CHICAGO, IL 60632 8,000.

DANIEL NAMOFF 7,929.5236 W. 138TH PLACE,CRESTWOOD, IL 60445

JAMES LYSAUGHT 6,197.2628 W. 107TH STREET,CHICAGO, IL 60655

KEVIN PAVLOSKI 8,000.14322 S. KOLIN, MIDLOTHIAN,IL 60445

JANETTE JIMENEZ, 1543 N.TALMAN, CHICAGO, IL 60622 8,000.

JOANNA CASE, 4428 ARTHURAVENUE, BROOKFIELD, IL60513 7,059.

JOSEPH HIGGINS, 9537 S.HARDING, EVERGREEN PARK, IL60805 8,000.

JOSEPH LINDZIUS 7,781.5501 W. 90TH STREET, OAKLAWN, IL 60453

JUAN BARJAS, 3830 W. 61STSTREET, CHICAGO, IL 60629 8,000.


a S


KANISHA LITES, 1600HOMESTEAD RD., LA GRANGEPARK, IL 60526

KATARZYNA NIEWIADOMSKA,9404 BAY COLONY, DESPLAINES, IL 60016

KATERINA SHENDEROVA, 946HONEYSUCKLE DR., WHEELING,IL 60090

KATHERINE MAZUR5921 S. OAK PARK, CHICAGO,IL 60638

KATHERN REID2765 APPLETREE STREET,NORTHBROOK, IL 60062

KYLE CAUTHORN1509 LAKE LOUISE DRIVE,PALATINE, IL 60074

LACLYN BIVINS7140 S. CLAREMONT AVE,CHICAGO, IL 60636

LAURA ALVAREZ, 627CHERRTWOOD, WHEELING, IL60090

LAURA ANN ANDEL925 S. MADISON AVE.,LAGRANGE, IL 60525

LEAH PERSSON, 853 MEADOWLANE, SYCAMORE, IL 60178

36-3723290

7,428.

8,000.

5,693.

8,000.

8,000.

8,000.

7.

5.

6,934.

7,539.



LEAH TYRREL824 E. GARDEN STREET,SYCAMORE, IL 60178

LUIZA KOZDRONKIEWICZ, 400W. ORIOLE LANE, MT.PROSPECT, IL 60056

MARIA ANGULO3916 W. 81ST PLACE,CHICAGO,IL 60652

MARIA SPRAGGINS5825 W. RACE AVE., CHICAGO,IL 60644

MATTHEW KNOR, 6919 W. 112THST., WORTH, IL 60482

MEGHAN HOUGH , 3715 S.EMERALD, CHICAGO, IL 60609

MICHAEL BARKOWSKI, 11815 S.ARTESIAN, CHICAGO, IL 60655

MICHAEL FAGIN, 2221 W.116TH PLACE, CHICAGO, IL60643

MICHAEL GRISKO5416 LAWN AVE., WESTERNSPRINGS, IL 60558

MICHAEL LEE, 4750 WESTARTHUR, LINCOLNWOOD, IL60712

36-3723290

9,786.

8,000.

8,000.

2,800.

8,000.

6,223.

7,414.

5,252.

8,000.

8,000.



MICHALINE ZIENTEK, 8761 N.OSCEOLA, NILES, IL 60714 7,275.

MICHELE SALKAUSKAS, 1037WARNER AVE., LEMONT, IL60439 8,000.

MICHELLE BURKOT, 2032WEBSTER LANE, DES PLAINES,IL 60018 8,000.

MICHELLE OROZCO, 1057DEERPATH CT., WHEELING, IL60090 8,000.

MONIKA MORAWIEC 8,000.5400 S. KEDVALE, CHICAGO,IL 60632

NIKITA SHAH, 9256 N. DEEROAD, DES PLAINES, IL 60016 7,473.

NINA ANANIKYAN, 945KENILWORTH AVE., PALATINE,IL 60074 8,000.

PATRICK SCHULTZ, 9201 S.HARDING, EVERGREEN PARK, IL60805 8,000.

PAYMENTS ATTRIBUTABLE TOPRIOR YEARS 16,177.



PLAMENA-MACHKOVA, 841BLOSSOM LN., PROSPECT HTS.,IL 60070 8,000.

RACHEL AHERN, 10609 S.HOYNE, CHICAGO, IL 60643 1,753.

ROBERT MC MAHON, 4621 N.WINCHESTER , CHICAGO, IL60640 8,000.

RONALD STEWART, 14316 S.UNION, RIVERDALE, IL 60827 -19.

RONIA ALBDELRAHMAN, 7816 S.KEDZIE, CHICAGO, IL 60652 285.

SAMUEL PICKERILL, 126HOMEWOOD DRIVE, GENOA, IL60135 8,000.

SHANNOM MURRAY 4,968.8445 KARLOV, CHICAGO, IL60652

SHANNON MCGLYNN, 2110 N.LAMON, CHICAGO, IL 60639 8,000.

SUSAN COSTELLO, 3623 W.114TH PLACE, CHICAGO, IL60655 8,000.

SYED AHMED, 2735 GIDDINGSST., CHICAGO, IL 60625 8,000.



TAKIAH PIERCE, 8341 S. MAY,CHICAGO, IL 60620 1,255.

TERRI BREWER 8,000.10625 W. 5TH AVE. CUTOFF,COUNTRYSIDE, IL 60525

TESS GREEN 4,939.133 N. STATE ST., GENOA, IL60135

THINZAR MAUNG, 206 W.NORMAL LANE, WHEELING, IL60090 8,000.

TIMEKA COOLEY, 5346 SOUTHJUSTINE, CHICAGO, IL 60609 7,200.

TRACY HALL 5,290.

1525 TESLA COURT, SYCAMORE,

IL 60178

VALERIE OCONNOR 8,000.805 HARVEST LANE, MT.PROSPECT, IL 60056

VAN TRAN, 2821 N. ALBANY,CHICAGO, IL 60618 5,844.

TOTAL TO FORM 990-PF, PART XV, LINE 3A 776,449.


r k

Form 2220 Underpayment of Estimated Tax by Corporations OMB No 1545-0142

Departrnentof the Treasury ► See separate Instructions. 2005Internal Revenue Service ► Attach to the corporation ' s tax return . FORM 9 9 0 -PF

Name Employer identification number


Note: Generally , the corporation is not required to file Form 2220 (see Part II below for exceptions) because the IRS will figure any penalty owed and bill thecorporation However, the corporation may still use Form 2220 to figure the penalty If so, enter the amount from page 2, line 34 on the estimated taxpenalty line of the corporation's income tax return, but do not attach Form 2220

Part I Required Annual Payment

1 Total tax (see instructions) 1 8,690.

2 a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 1 2a

b Look-back interest included on line 1 under section 460(b)(2) for completed long-term

contracts or of section 167(g) for depreciation under the income forecast method 2b

c Credit for Federal tax paid on fuels (see instructions) 2c

d Total . Add lines 2a through 2c 2d

3 Subtract line 2d from line 1 If the result Is less than $500, do not complete or file this form The corporation

does not owe the penalty 3 8,690.

4 Enter the tax shown on the corporation's 2004 income tax return (see instructions) Caution : If the tax Is zero

or the tax year was for less than 12 months , skip this line and enter the amount from line 3 on line 5 4 13, 349

5 Required Annual Payment . Enter the smaller of line 3 or line 4 If the corporation is required to skip line 4,

enter the amount from line 3 5 8 , 690.

Part 11 Reasons for Filing - Check the boxes below that apply If any boxes are checked, the corporation must file Form 2220even it it does not owe a penalty (see instructions)

6 The corporation is using the adjusted seasonal installment method

7 The corporation is using the annualized income installment method

8 The corp oration is a'larg e corp oration' fl urin g its first re q uired installment based on the p rior year's tax

0ar4 111111 Finiirinn the Illnelamnvmant

( a ) b c ( d )

9 Installment due dates. Enter in columns (a) through(d) the 15th da of the 4th ( Form 990 -PF tilers:yUse 5th month), 6th, 9th , and 12th months of thecorporation 's tax year 9 11/15/05 12/15/05 03/15/06 06/15/06

10 Required Installments . If the box on line 6 and/or line 7

above is checked , enter the amounts from Schedule A, line

38 If the box on line 8 (but not 6 or 7) is checked, see

instructions for the amounts to enter If none of these boxes

are checked , enter 25% of line 5 above in each column 10 2 , 173. 2 , 172. 2 , 173. 2 , 172.11 Estimated tax paid or credited for each period (see

instructions ) For column (a) only , enter the amount

from line 11 on line 15 11 13,360.Complete lines 12 through 18 of one column before

going to the next column.12 Enter amount , rf any, from line 18 of the preceding column 12 11 , 187. 9,015. 6,842.13 Add lines 11 and 12 13 11 , 187. 9,015. 6,842.14 Add amounts on lines 16 and 17 of the preceding column 14

15 Subtract line 14 from line 13 If zero or less , enter -0- 15 13,360. 11,187. 9,015. 6,842.16 If the amount on line 15 Is zero, subtract line 13 from line

14 Otherwise , enter -0- 16 0. 0.

17 Underpayment . If line 15 is less than or equal to line 10,

subtract line 15 from line 10 Then go to line 12 of the next

column Otherwise , go to line 18 17

18 Overpayment . If line 10 is less than line 15, subtract line 10

from line 15 Then o to line 12 of the next column 18 , 11 18 7 . 9 , 015. 1 6 , 842 .

Go to Part IV on page 2 to figure the penalty . Do not go to Part IV If there are no entries on line 17 - no penalty Is owed.

JWA For Paperwork Reduction Act Notice , see separate Instructions . Form 2220 (2005)

51280101-16-06

16460718 738075 AFP555

2005.05080 A. FRANKLIN PILCHARD FOUNDA AFP5 1

4 a

FORM 990-PFForm2220 ( 2005 ) A. FRANKLIN PILCHARD FOUNDATION 36-3723290 Page 2

art IY Figuring the Penalty

19 Enter the date of payment or the 15th day of the 3rd month

after the close of the tax year, whichever is earlier (see

instructions) ( Form 990 -PF and Form 990-T filers : Use 5th

month instead of 3rd month )

20 Number of days from due date of installment on line 9 to the

date shown on line 19

21 Number of days online 20 after 4/15/2005 and before 10/12005

22 Underpayment on line 17 x Number of days on line 21 x 6%365

23 Number of days on line 20 after 9/30/2005 and before 4/1/2006

24 Underpayment on line 17 x Number of days online 23 x 7%

365

25 Number of days on line 20 after 3/31/2006 and before 7/1/2006

26 Underpayment online 17 x Number of days on line 25 X

365

27 Number of days online 20 after 6/302006 and before 10/12006

28 Underpayment on line 17 x Number of days on line 27 x365

29 Number of days on line 20 after 9/30/2006 and before 1/12007

30 Underpayment on line 17 x Number of days on line 29 x •%365

31 Number of days on line 20 after 12/31/2006 and before 2/16/2007 31

32 Underpayment on line 17 x Number of days on line 31 x •%365

33 Add lines 22 , 24. 26, 28, 30, and 32

34 Penalty . Add columns (a) through (d), of line 33 Enter the total here and on Form 1120, line 33,

Form 1120-A, line 29. or the comparable line for other income tax returns 34 $ 0.

• For underpayments paid after March 31 , 2005 : For lines 26, 28, 30, and 32, use the penalty interest rate for each calendar quarter, which the IRSwill determine during the first month in the preceding quarter These rates are published quarterly in an IRS News Release and in a revenue ruling inthe Internal Revenue Bulletin To obtain this information on the Internet, access the IRS website at www.irs .gov. You can also call 1-800-829-4933to get interest rate information

JWA Form 2220 (2005)

51280201-16-06


Documents

Form990-PF Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/363/363723290/36372… · Form990-PF Return of Private Foundation OMBNo 1545-0052 orSection 4947(a)(1)