l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493203001283 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 (c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except black lung benefit trust or private foundation) 201 1 Department of the Treasury Internal Revenue Service 0- The organization may have to use a copy of this return to satisfy state reporting requirements MEMO A For the 2011 calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012 C Name of organization tmpioyer iaenuricarion nu B Check if applicable LOCAL 25 SEIU WELFARE FUND 1 Address change 36-2857218 Doing Business As E Telephone number Name change (312)233-8800 1 Initial return Number and street (or P 0 box if mail is not delivered to street address ) Room/suite 111 EAST WACKER DRIVE 25TH FLOOR G Gross receipts $ 217,985,898 (Terminated

1 Amended return City or town, state or country, and ZIP + 4 CHICAGO, IL 60601 1 Application pending

F Name and address of principal officer H(a) Is this a group return for THOMAS BALANOFF affiliates? fl Yes F No 111 EAST WACKER DRIVE 25TH FLOOR CHICAGO,IL 60601 H(b) Are all affiliates included ? fl Yes F_ No If "No," attach a list (see instructions) I Tax - exempt status F_ 501(c)(3) F 501( c) ( 9 ) -4 (insert no ) 1 4947(a)(1) or F_ 527 H(c) Group exemption number 0- J Website :1- SEIU25 ORG

K Form of organization 1 Corporation F Trust F_ Association 1 Other 0- L Year of formation 1974 M State of legal domicile IL Summary 1 Briefly describe the organization's mission or most significant activities HEALTH CARE COVERAGE FOR PARTICIPANTS W

2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) . . . 3 6 r,f 4 N umber of independent voting members of the governing body (Part V I, line 1b) . . 4 0 5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) 5 20 6 Total number of volunteers (estimate if necessary) . 6 0 7aTotal unrelated business revenue from Part VIII, column (C), line 12 . 7a 0 b Net unrelated business taxable income from Form 990-T, line 34 . 7b 0 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) 0 0 9 Program service revenue (Part VIII, line 2g) 78,797,295 86,601,852 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d . . 1,975,228 1,878,123 13- 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 479,406 473,815 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) ...... 81,251,929 88,953,790 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 ) . 0 0 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . 93,421,889 99,638,037 15 Salaries, other compensation, employee benefits (Part IX, column (A ), lines 5-10) 934,194 965,145 16a Professional fundraising fees (Part IX, column (A), line 11e) . 0 0

sC b Total fundraising expenses (Part IX, column (D), line 25) 0-0 LLJ 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) . . . . 1,251,074 1,147,337 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 95,607,157 101,750,519 19 Revenue less expenses Subtract line 18 from line 12 -14,355,228 -12,796,729 Beginning of Current End of Year Year 'M 20 Total assets (Part X, line 16) ...... 50,633,819 40,692,304 21 Total liabilities (Part X, line 26) ...... 10,914,125 14,746,852 ZLL 22 Net assets or fund balances Subtract line 21 from line 20 39,719,694 25,945,452 Signature Block Under penalties of perjury, I declare that I have examined this return , including acco knowledge and belief, it is true, correct, and complete . Declaration of preparer (othe knowledge.

Signature of officer Sign Here THOMAS BALANOFF CHAIRMAN Type or print name and title

Preparers Date JOHN W SANEW III 2013-07-16 Paid signature

Preparer' s Firm 's name (or yours BANSLEY AND KIENER LLP Use Only If self-employed), address, and ZIP + 4 8745 WEST HIGGINS ROAD SUITE 200

CHICAGO, IL 606312704 May the IRS discuss this return with the preparer shown above? (see instructs Form 990 (2011) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part III (- 1 Briefly describe the organization's mission TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE MEMBERS

2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ...... fl Yes F No If"Yes,"describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? ...... F Yes F7 No If"Yes,"describe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported

4a (Code ) (Expenses $ including grants of $ ) (Revenue $ TO PROVIDE HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL AND DISABILITY) TO ELIGIBLE MEMBERS

4b (Code ) (Expenses $ including grants of $ ) (Revenue $

4c (Code ) (Expenses $ including grants of $ ) (Revenue $

4d Other program services (Describe in Schedule 0 (Expenses $ including grants of $ ) (Revenue $

4e Total program service expenses$ Form 990 (2011 ) Form 990 (2011) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," No complete Schedule A ...... 1 2 Is the organization required to complete Schedule B, Schedule of Contnbutors(see instructions )? . 2 No 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes,"complete Schedule C, Part I ...... 3 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes,"complete Schedule C, Part II ...... 4 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part N o III 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete N o Schedule D, Part I ...... 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas or historic structures? If "Yes," complete Schedule D, Part II19 . . 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," N o complete Schedule D, Part III ...... 8 9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," N o complete Schedule D, Part IV' ...... 9

10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 No permanent endowments, or quasi-endowments? If "Yes,"complete Schedule D, Part V 11 If the organization's answer to any of the following questions is 'Yes/then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, linel0? If "Yes,"complete Yes Schedule D, Part VI. lla b Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of No its total assets reported in Part X, line 16? If "Yes, "complete Schedule D, Part VII . llb c Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of No its total assets reported in Part X, line 16? If "Yes, "complete Schedule D, PartVIII.5 11c d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets No reported in Part X, line 16? If "Yes," complete Schedule D, Part IX. lid e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X. lie Yes f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes,"complete 11f No Schedule D, Part X.5 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"complete Schedule D, Parts XI, XII, and XIII 95 1 12a Yes b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes,"and if the organization answered 'No'to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional 12b N o 95 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, "complete Schedule E 13 No 14a Did the organization maintain an office, employees, or agents outside of the United States? . 14a No

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? if "Yes, " complete Schedule F, Part I . 14b N o 15 Did the organization report on Part IX, column (A ), line 3, more than $5,000 of grants or assistance to any No organization or entity located outside the U S ? If "Yes," complete Schedule F, Part II and IV . . 15 16 Did the organization report on Part IX, column (A ), line 3, more than $5,000 of aggregate grants or assistance to No individuals located outside the U S ? If "Yes," complete Schedule F, Part III and IV . 16 17 Did the organization report a total of more than $15,000, of expenses for professional fundraising services on 17 No P a rt I X, column (A), lines 6 and 11 e? If "Yes, " complete Schedule G, Part I 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part No VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II ...... 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 19 No "Yes,"complete Schedule G, Part III ......

20a Did the organization operate one or more hospitals? If "Yes, "complete Schedule H . 20a No b If"Yes" to line 20a, did the organization attach its audited financial statement to this return? Note . All Form 990 filers that operated one or more hospitals must attach audited financial statements 20b Form 990 (2011 ) Form 990 (2011) Page 4 Checklist of Required Schedules (continued)

21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in 21 No the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States 22 No on Part IX, column (A), line 2? If "Yes,"complete Schedule I, Parts I and III . . . . . 23 Did the organization answer "Yes " to Part VII, Section A, questions 3, 4, or 5, about compensation of the Yes organization 's current and former officers, directors, trustees , key employees , and highest compensated 23 employees? If "Yes,"completeScheduleJ ...... IN I 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer questions 24b-24d and No complete Schedule K. If "No,"go to line 25 ...... 24a

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . 24c

d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)( 3) and 501 ( c)(4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I . 25a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 25b "Yes,"complete Schedule L, Part I ...... 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, 26 No Part II ...... 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," 27 No complete Schedule L, Part III ...... 28 Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) F

a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part IV ...... 28a No b A family member of a current or former officer, director, trustee, or key employee? If "Yes," No complete Schedule L, Part IV ...... 28b c A n entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was No an officer, director, trustee, or owner? If "Yes,"complete Schedule L, Part IV . 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, "complete Schedule M 29 No 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified No conservation contributions? If "Yes, "complete Schedule M ...... 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, No Part I ...... 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, " complete No Schedule N, Part II ...... 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations No sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI ...... 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, III, IV, Yes and V, line 1 ...... IN 1 34 35a Is any related organization a controlled entity of the filing organization within the meaning of section 512(b)(13)? 35a No b Did the organization receive any payment from or engage in any transaction with a controlled entity within the 35b No meaning of section 512(b)(13)? If "Yes, " complete Schedule R, Part V, line 2 . . 19 36 Section 501(c)(3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 ...... 36 37 Did the organization conduct more than 5 % of its activities through an entity that is not a related organization No and that is treated as a partnership for federal income tax purposes? If "Yes, "complete Schedule R, Part VI 15 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Yes Note . All Form 990 filers are required to complete Schedule 0 ...... 38 Form 990 (2011 ) Form 990 (2011) Page 5 Statements Regarding Other IRS Filings and Tax Compliance KEW Check if Schedule 0 contains a response to any question in this Part V

Yes No la Enter the number reported in Box 3 of Form 1096 Enter-0- if not applicable

la 129 b Enter the number of Forms W-2G included in line la Enter-0- if not applicable lb 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ...... 1c Yes 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return ...... 2a 20 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Yes Note . If the sum of lines la and 2a is greater than 250, you may be required to e-file (see instructions)

3a Did the organization have unrelated business gross income of $1,000 or more during the year? ...... 3a No b If "Yes," has it filed a Form 990-T for this year? If "No,"provide an explanation in Schedule O . . . . 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)? ...... 4a No

b If "Yes," enter the name of the foreign country 0- See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . 5a No

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b No c If"Yes" to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the 6a No organization solicit any contributions that were not tax deductible? . . b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ...... 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and 7a services provided to the payor? ...... b If "Yes," did the organization notify the donor of the value of the goods or services provided? . 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82827 ...... 7c d If "Yes," indicate the number of Forms 8282 filed during the year . 7d

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... 7e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . 8 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? . 9a b Did the organization make a distribution to a donor, donor advisor, or related person? . 9b 10 Section 501(c)( 7) organizations. Enter a Initiation fees and capital contributions included on Part VIII, line 12 . 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club 10b facilities 11 Section 501(c)(12) organizations. Enter a Gross income from members or shareholders ...... 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) ...... 11b

12a Section 4947( a)(1) non -exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)( 29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note . All 501(c)(29) organizations must list in Schedule 0 each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state 13a b Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b c Enter the aggregate amount of reserves on hand 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . 14a No b If "Yes," has it filed a Form 720 to report these payments? If "No,"provide an explanation in Schedule 0 . 14b Form 990 (2011 ) Form 990 ( 2011) Page 6 Lam Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response to any question in this Part VI .F Section A . Governing Body and Management Yes No

la Enter the number of voting members of the governing body at the end of the tax year ...... la 6 b Enter the number of voting members included in line la, above, who are independent ...... lb 0 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 2 No 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? . 3 No 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 No 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 No 6 Did the organization have members or stockholders? 6 No 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ...... 7a No b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, 7b No or persons other than the governing body? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a The governing body? 8a Yes b Each committee with authority to act on behalf of the governing body? . 8b Yes 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If"Yes," provide the names and addresses i n Schedule 0 . . . F9 T No Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code. ) Yes No 10a Did the organization have local chapters, branches, or affiliates? 10a No b If"Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt 10b purposes? . . 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a No b Describe in Schedule 0 the process, if any, used by the organization to review the Form 990

12a Did the organization have a written conflict of interest policy? If "No,"go to line 13 . 12a Yes b Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...... 12b No c Did the organization regularly and consistently monitor and enforce compliance with the policy? If"Yes," describe in Schedule 0 how this was done ...... 12c No 13 Did the organization have a written whistleblower policy? 13 Yes 14 Did the organization have a written document retention and destruction policy? . 14 Yes 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official 15a Yes b Other officers or key employees of the organization 15b No If "Yes," to line 15a or 15b, describe the process in Schedule 0 (see instructions)

16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ...... 16a No b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the States with which a copy of this Form 990 is required to be filed- 18 Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable ), 990, and 990 -T (501(c) (3 )s only ) available for public inspection Indicate how you made these available Check all that apply fl Own website fi Another' s website F Upon request 19 Describe in Schedule 0 whether ( and if so, how), the organization made its governing documents , conflict of interest policy , and financial statements available to the public See Additional Data Table 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization0- JAMES MCARDLE 111 EAST WACKER DR 25TH FLOOR CHICAGO,IL 60601 (312)233-8800 Form 990 (2011 ) Form 990 (2011) Page 7 Compensation of Officers , Directors , Trustees, Key Employees , Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII (- Section A. Officers, Directors, Trustees, Kev Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year * List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid * List all of the organization's current key employees, if any See instructions for definition of "key employee " * List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations * List all of the organization's former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations * List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons 1 Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated hours more than one box , compensation compensation amount of other per unless person is both from the from related compensation week an officer and a organization ( W- organizations from the (describe director/trustee ) 2/1099-MISC) ( W- 2/1099- organization and hours iD = MISC) related for - boo organizations related organizations G - rt ,^ {7 T C m 4 0 Schedule m5 4 0) M t ^ 1

4' Qr ^

(1) THOMAS BALANOFF 2 00 X 0 210,301 42,271 TRUSTEE (2) STANLEY J GAYNOR 2 00 X 0 0 0 TRUSTEE (3) LAURA GARZA 2 00 X 0 95,388 25,284 TRUSTEE (4) ROBERT S GRAF 2 00 X 0 0 0 TRUSTEE (5) DEAN LJOHNSON 2 00 X 0 0 0 TRUSTEE (6) KENNETH E MUNZ 2 00 X 0 95,504 25,301 TRUSTEE (7) JAMES MCARDLE 40 00 X 177,172 0 29,193 FUND MANAGER

Form 990 (2011 ) Form 990 (2011) Page 8 Section A. Officers, Directors , Trustees , Key Employees, and Highest Compensated Employees (continued)

(A) (B) (C) (D) ( E) (F) Name and Title Average Position (do not check Reportable Reportable Estimated hours more than one box, compensation compensation amount of other per unless person is both from the from related compensation week an officer and a organization (W- organizations from the (describe director/trustee) 2/1099-MISC) (W- 2/1099- organization and hours 0 = MISC) related for 3uo organizations related E 0 art, organizations {7 T C a0 o Schedule 0) D a,

^- F ry ^ J

4' Q ^+

lb Sub-Total ...... 0- c Total from continuation sheets to Part VII, Section A . . . 0- d Total (add lines lb and 1c) ...... 0- 177,172 401,193 122,049 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization-1

No Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la? If "Yes," completeScheduleJforsuch individual ...... 3 No 4 For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,0007 If "Yes," complete Schedule -7 for such individual ......

Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes,"complete Schedule J for such person . 5 No

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) (B) (C) Name and business address Description of services Compensation HEALTH DATA INSIGHTS 7083 GRAND NATIONAL DRIVE SUITE 10 HOSPITAL AUDITS 333,150 ORLANDO, FL 32819 BANSLEY & KIENER LLP AUDITING, CONSULTING, PAYROLL 8745 W HIGGINS ROAD SUITE 200 169,605 AUDITING CHICAGO, IL 60631 AMALGAMATED BANK OF CHICAGO CUSTODIAL AND INVESTMENT 1 WEST MONROE 108,900 MANAGEMENT CHICAGO, IL 60603 ASHER GITTLER & D'ALBA 200 W JACKSON BLVD SUITE 1900 LEGAL SERVICES 105,269 CHICAGO, IL 60606

2 Total number of independent contractors ( including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0-4 Form 990 (2011 ) Form 990 (2011) Page 9 N Statement of Revenue (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from function revenue tax under revenue sections 512, 513, or 514 la Federated campaigns . la

b Membership dues . . . . lb C C c Fundraising events . 1c

45 • d Related organizations . ld Cx^ e Government grants (contributions) le

i f All other contributions, gifts, grants, and if similar amounts not included above g Noncash contributions included in lines la-1f $ 0- Q M h Total.Add lines la-1f ...... Business Code

2a PARTICIPATING EMPLOYER 900099 85,913,694 85,913,694

a2 b COBRA CONTRIBUTIONS 900099 323,307 323,307

a' C LIQUIDATED DAMAGES 900099 295,434 295,434

d MISCELLANEOUS INCOME 900099 63,273 63,273

e TRAINING FUND REIMBURS 900099 6,144 6,144 c f All other program service revenue

g Total . Add lines 2a-2f ...... 0- 86,601,852 3 Investment income (including dividends, interest

and other similar amounts) . 0- 890,071 890,071 4 Income from investment of tax-exempt bond proceeds , . 0- 1, 5 Royalties ...... (i) Real (ii) Personal 6a Gross rents 566,681 b Less rental 92,866 expenses c Rental income 473,815 or (loss) d Net rental inco me or (loss) 473,815 473,815 (i) Securities (ii) Other 7a Gross amount 129,927,294 from sales of assets other than inventory b Less cost or 128,939,242 other basis and sales expenses c Gain or (loss) 988,052

d Net gain or (loss) . 10- 988,052 988,052 8a Gross income from fundraising w events (not including 3 $ of contributions reported on line 1c) See Part IV, line 18 .

L a b Less direct expenses . b c Net income or (loss) from fundraising events . . 9a Gross income from gaming activities See Part IV, line 19 . . a b Less direct expenses . b c Net income or (loss) from gaming activities . . .0- 10a Gross sales of inventory, less returns and allowances . a

b Less cost of goods sold . b c Net income or (loss) from sales of inventory . 0- Miscellaneous Revenue Business Code 11a b

C d All other revenue . . e Total .Add lines 11a-11d . . 0-

12 Total revenue . See Instructions . . . 10- 88,953,790 86,601,852 0 2,351,938 Form 990 (2011) Form 990 (2011) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D) Check if Schedule 0 contains a response to any question in this Part IX (- (C) (D) Do not include amounts reported on lines 6b, (A) (B) Program service Management and Fundraising Total expenses 7b, 8b, 9b, and 10b of Part VIII . expenses general expenses expenses 1 Grants and other assistance to governments and organizations in the United States See Part IV, line 21

2 Grants and other assistance to individuals in the United States See Part IV, line 22

3 Grants and other assistance to governments, organizations, and individuals outside the United States See Part IV, lines 15 and 16 4 Benefits paid to or for members 99,638,037

5 Compensation of current officers, directors, trustees, and key employees . . . . 107,496 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 620,961 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) . 169,145 9 Other employee benefits 13,079 10 Payroll taxes 54,464 11 Fees for services (non-employees) a Management . .

b Legal 99,255

c Accounting 90,755 d Lobbying . . e Professional fundraising See Part IV, Tine 17 . .

f Investment management fees . 79,445

g Other 396,982 12 Advertising and promotion . . 13 Office expenses . 121,104 14 Information technology 97,030 15 Royalties

16 Occupancy 160,855

17 Travel ...... 14,150 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 7,269 20 Interest . . 21 Payments to affiliates 22 Depreciation, depletion, and amortization 10,129

23 Insurance ...... 50,212 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24f If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule 0 a DUES, MEMBERSHIPS & SUB 4,464 b AUTO EXPENSE 665 c d e f All other expenses 15,022 25 Total functional expenses . Add lines 1 through 24f 101,750,519 26 Joint costs. Check here 1F- if following SOP 98-2 (ASC 958-720) Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Form 990(2011) Form 990 (2011) Page 11 Balance Sheet (A) (B) Beginning of year End of year 1 Cash-non-interest-bearing 1 2 Savings and temporary cash investments 2 3 Pledges and grants receivable, net 3

4 Accounts receivable, net . 7,603,043 4 8,788,365 5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L 5 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 6 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8

9 Prepaid expenses and deferred charges 45,288 9 44,797 10a Land, buildings, and equipment cost or other basis Complete 4,624,564 Part VI of Schedule D 10a b Less accumulated depreciation 10b 4 ,290,740 416,433 10c 333,824

11 Investments-publicly traded securities . 42,569,055 11 31,525,318 12 Investments-other securities See Part IV, line 11 12 13 Investments-program-related See Part IV, line 11 . 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 15

16 Total assets. Add lines 1 through 15 (must equal line 34) . . 50,633,819 16 40,692,304

17 Accounts payable and accrued expenses 1,269,875 17 250,852 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IVof Schedule D 21 22 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L . 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part X of Schedule D . 9,644,250 25 14,496,000

26 Total liabilities. Add lines 17 through 25 . 10,914,125 26 14,746,852 Organizations that follow SFAS 117, check here 1 F- and complete lines 27 through 29, and lines 33 and 34. gu 27 Unrestricted net assets 27

caM 28 Temporarily restricted net assets 28 29 Permanently restricted net assets 29 r_ W_ Organizations that do not follow SFAS 117, check here 1- F and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 0 30 0 31 Paid-in or capital surplus, or land, building or equipment fund 0 31 0

< 32 Retained earnings, endowment, accumulated income, or other funds 39,719,694 32 25,945,452

33 Total net assets or fund balances 39,719,694 33 25,945,452

34 Total liabilities and net assets/fund balances 50,633,819 34 40,692,304 Form 990 (2011 ) Form 990 (2011) Page 12 « Reconcilliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI . F

1 Total revenue (must equal Part VIII, column (A), line 12) 1 88,953,790 2 Total expenses (must equal Part IX, column (A), line 25) 2 101,750,519 3 Revenue less expenses Subtract line 2 from line 1 . 3 -12,796,729 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 39,719,694 5 Other changes in net assets or fund balances (explain in Schedule O) . 5 -977,513 6 Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) 6 25,945,452 Financial Statements and Reporting GZMM- Check if Schedule 0 contains a response to any question in this Part XII . F

Yes No

Accounting method used to prepare the Form 990 fl Cash F Accrual (Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No b Were the organization's financial statements audited by an independent accountant? . 2b Yes c If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 2c Yes d If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both F Separate basis fl Consolidated basis fl Both consolidated and separated basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ...... 3a No b If"Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required 3b audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits . Form 990 (2011) lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 934932030012831 SCHEDULE D OMB No 1545-0047 (Form 990) Supplemental Financial Statements 2011 1- Complete if the organization answered "Yes," to Form 990, Department of the Treasury Part IV, line 6, 7, 9, 10, 11a 11b 11c 11d 11e 11f 12a , or 12b Internal Revenue Service 1- Attach to Form 990. 1- See separate instructions. bafffim Name of the organization Employer identification number LOCAL 25 SEIU WELFARE FUND 36-2857218 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the org anization answered "Yes" to Form 990 Part IV , line 6. (a) Donor advised funds ( b) Funds and other accounts 1 Total number at end of year 2 Aggregate contributions to (during year) 3 Aggregate grants from ( during year) 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization ' s property , subject to the organization's exclusive legal control? F Yes I No 6 Did the organization inform all grantees , donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit fl Yes fl No MRSTI-Conservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV , line 7. 1 Purpose ( s) of conservation easements held by the organization ( check all that apply) 1 Preservation of land for public use ( e g , recreation or pleasure ) 1 Preservation of an historically importantly land area 1 Protection of natural habitat 1 Preservation of a certified historic structure fl Preservation of open space

Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06 2d

N umber of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year 0-

4 N umber of states where property subject to conservation easement is located 0- 5 Does the organization have a written policy regarding the periodic monitoring , inspection , handling of violations, and enforcement of the conservation easements it holds? fl Yes fl No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year 1- Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 0-$ Does each conservation easement reported on line 2 ( d) above satisfy the requirements of section 170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? 1 Yes fl No 9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8. la If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items

(i) Revenues included in Form 990, Part VIII, line 1 $

(ii)Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items

a Revenues included in Form 990, Part VIII, line 1 $

b Assets included in Form 990, Part X $ For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990 Cat No 52283D Schedule D ( Form 990) 2011 Schedule D (Form 990) 2011 Page 2 r:FTnFW Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued) 3 Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply) a F_ Public exhibition d fl Loan or exchange programs b 1 Scholarly research e (- Other

c F Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? 1 Yes 1 No Escrow and Custodial Arrangements . Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X7 1 Yes F No b If "Yes," explain the arrangement in Part XIV and complete the following table Amount c Beginning balance 1c d Additions during the year ld e Distributions during the year le f Ending balance if 2a Did the organization include an amount on Form 990, Part X, line 21? fl Yes fl No b If"Yes," explain the arrangement in Part XIV MITIT-Endowment Funds . Com p lete If the org anization answered "Yes" to Form 990, Part IV , line 10. (a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back la Beginning of year balance b Contributions . c Investment earnings or losses d Grants or scholarships . . e Other expenditures for facilities and programs f Administrative expenses g End of year balance . 2 Provide the estimated percentage of the yearend balance held as

a Board designated or quasi-endowment 0- b Permanent endowment 0-

c Term endowment 0- 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by Yes No (i) unrelated organizations ...... 3a(i) (ii) related organizations ...... 3a(ii) b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? . . I 3b 4 Describe in Part XIV the intended uses of the organization's endowment funds ITTMvi d Land . Buildinas . and Eauioment . See Form 990. Part X. line 10.

(a) Cost or other (b)Cost or other ( c) Accumulated Description of property ( d) Book value basis ( investment ) basis (other) depreciation

la Land 60 ,669 60,669

b Buildings 3 ,931,932 3,694,893 237,039 c Leasehold improvements . . d Equipment

e Other 631,963 595,847 36,116 Total . Add lines la -le (Column (d) should equal Form 990, Part X, column (B), line 10 (c).) . . 0- 333,824 Schedule D (Form 990) 2011 Schedule D (Form 990) 2011 Page 3 Investments-Other Securities . See Form 990 , Part X , line 12. (a) Description of security or category (c) Method of valuation (b)Book value (including name of security) Cost or end-of-year market value (1 )Financial derivatives (2)Closely-held equity interests Other

Total . (Column (b) should equal Form 990, Part X, col (B) line 12 ) 01 1 Investments - Pro ram Related . See Form 990 , Part X , line 13. (c) Method of valuation (a) Description of investment type (b) Book value I I Cost or end-of-vear market value

Total . (Column (b) should equal Form 990, Part X, col (B) line 13 ) 01 1 Other Assets . See Form 990 , Part X line 15. (a) DescriDtion (b) Book value

Total . (Column (b) should equal Form 990, Part X, co/.(8) line 15.) Other Liabilities . See Form 990 , Part X line 25. 1 (a) Description of Liability (b) Amount Federal Income Taxes CLAIMS INCURRED BUT NOT REPORTED 10,094,000 CLAIMS PAYABLE 3,925,000 ACCUMULATED ELIGIBILITY CREDITS 402,000 PREMIUMS AND OTHER BENEFITS PAYABLE 75.000

Total . (Column (b) should equal Form 990, Part X, col (B) line 25) p. I 14,496,000 2. Fin 48 (ASC 740) Footnote In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740) Schedule D ( Form 990) 2011 Schedule D (Form 990) 2011 Page 4 171174W Reconciliation of Chan g e in Net Assets from Form 990 to Financial Statements 1 Total revenue (Form 990, Part VIII, column (A), line 12) 1 88,953,790 2 Total expenses (Form 990, Part IX, column (A), line 25) 2 101,750,519 3 Excess or (deficit) for the year Subtract line 2 from line 1 3 -12,796,729 4 Net unrealized gains (losses) on investments 4 -977,513 5 Donated services and use of facilities 5 6 Investment expenses 6 7 Prior period adjustments 7 8 Other (Describe in Part XIV) 8 9 Total adjustments (net) Add lines 4 - 8 9 -977,513 10 Excess or (deficit) for the year per financial statements Combine lines 3 and 9 10 -13,774,242 « Reconciliation of Revenue p er Audited Financial Statements With Revenue p er Return 1 Total revenue, gains, and other support per audited financial statements . 1 87,890,688 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains on investments . 2a -977,513 b Donated services and use of facilities . 2b c Recoveries of prior year grants 2c d Other (Describe in Part XIV) ...... 2d e Add lines 2a through 2d ...... 2e -977,513 3 Subtract line 2e from line 1 ...... 3 88,868,201 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 a Investment expenses not included on Form 990, Part VIII, line 7b 4a 79,445 b Other (Describe in Part XIV) ...... 4b 6,144 c Add lines 4a and 4b ...... 4c 85,589 5 Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 . . . . . 5 88,953,790 « Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial 96,813,180 statements . 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities . 2a b Prior year adjustments 2b c Other losses ...... 2c d Other (Describe in Part XIV ) ...... 2d e Add lines 2a through 2d ...... 2e 0 3 Subtract line 2e from line 1 ...... 3 96,813,180 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b 4a 79,445 b Other (Describe in Part XIV) ...... 4b 4,857,894 c Add lines 4a and 4b ...... 4c 4,937,339 5 Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18 . . . . . 5 101,750,519 « Su lementalInformation Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b Also complete this part to provide any additional information

Identifier Return Reference Explanation PART XII, LINE 4B - OTHER ADMINISTRATIVE EXPENSE REIMBURSEMENTS 6,144 ADJUSTMENTS PART XIII, LINE 4B - OTHER INCREASE IN PLAN'S BENEFIT OBLIGATIONS 4,851,750 ADJUSTMENTS ADMINISTRATIVE EXPENSE REIMBURSEMENTS 6,144 Schedule D (Form 990) 2011 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493203001283 Schedule J Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2011 1- Complete if the organization answered "Yes" to Form 990, Department of the Treasury Part IV, question 23. Open to Public Internal Revenue Service 1- Attach to Form 990. 1- See separate instructions. Inspection Name of the organization Employer identification number LOCAL 25 SEIU WELFARE FUND 36-2857218 Questions Regarding Compensation Yes I No la Check the appropiate box(es ) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items 1 First-class or charter travel 1 Housing allowance or residence for personal use 1 Travel for companions 1 Payments for business use of personal residence 1 Tax idemnification and gross-up payments 1 Health or social club dues or initiation fees 1 Discretionary spending account 1 Personal services ( e g , maid, chauffeur, chef)

b If any of the boxes in line la are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain lb 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la? 2

3 Indicate which , if any, of the following the organization uses to establish the compensation of the organization 's CEO/ Executive Director Check all that apply fl Compensation committee fl Written employment contract 1 Independent compensation consultant 1 Compensation survey or study fl Form 990 of other organizations F Approval by the board or compensation committee

4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization or a related organization

a Receive a severance payment or change-of-control payment? 4a No b Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b No c Participate in, or receive payment from, an equity-based compensation arrangement? 4c No If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III

Only 501 ( c)(3) and 501 ( c)(4) organizations only must complete lines 5-9. 5 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of

a The organization? 5a b Any related organization? 5b If "Yes," to line 5a or 5b, describe in Part III 6 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of

a The organization? 6a b Any related organization? 6b If "Yes," to line 6a or 6b, describe in Part III 7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III 7 8 Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regs section 53 4958-4(a)(3)? If "Yes," describe in Part III 8 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 4958-6(c)? 9 For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990 Cat No 50053T Schedule 3 ( Form 990) 2011 Schedule J (Form 990) 2011 Page 2 Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees . Use Schedule 3-1 if additional space needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII

Note . The sum of columns (B)(1)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, columns (D) and (E) for that individual

(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation (ii) Bonus & (iii) Other other deferred benefits (B)(i)-(D) reported in prior (i) Base incentive reportable compensation Form 990 or compensation compensation compensation Form 990-EZ (1) THOMAS (1) 0 0 0 0 0 0 0 BALANOFF (ii) 208,501 0 1,800 31,582 10,689 252,572 0 176,500 (2)3AMES MCA RD LE (i) 0 672 0 29,193 206,365 0 (^^) 0 0 0 0 0 0 0

Schedule 3 (Form 990) 2011 Schedule J (Form 990) 2011 Page 3 Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8 Also complete this part for any additional information

Identifier Return Reference Explanation

Schedule 3 (Form 990) 2011 efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493203001283 OMB No 1545 0047 SCHEDULE 0 (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ 2011 Complete to provide information for responses to specific questions on Department of the Treasury Form 990 or to provide any additional information . Open Internal Revenue Service 1- Attach to Form 990 or 990-EZ. Inspection

Name of the organization Employer identification number LOCAL 25 SEIU WELFARE FUND

Identifier Return Explanation Reference

FORM 990, A COPY OF THE FORM 990 WHICH IS PREPARED BY THE AUDITOR IS REVIEWED BY THE FUND PART VI, MANAGER PRIOR TO FILING WITH THE IRS AND IS THEN SIGNED BY A MEMBER OF THE BOARD OF SECTION B, LINE TRUSTEES THE BOARD OF TRUSTEES IS PRESENTED WITH A FINAL COPY OF FORM 990 THAT IS 11 FILED WITH THE IRS

FORM 990, UNDER THE CONFLICT OF INTEREST POLICY, EMPLOYEES AND TRUSTEES ARE REQUIRED TO REPORT PART VI, CONFLICTS OF INTEREST BEFORE ANY TRANSACTION IS CONSUMMATED IT IS THE RESPONSIBILITY SECTION B, LINE OF THE EMPLOYEES AND TRUSTEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS 12 INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE TRUSTEES

FORM 990, THE BOARD OF TRUSTEES, ALL OF WHOM ARE NOT COMPENSATED BY THE ORGANIZATION, PART VI, DETERMINE AND APPROVE THE SALARY OF THE FUND MANAGER THE FUND MANAGER'S SALARY SECTION B, LINE AND BENEFITS ARE SHARED WITH THE LOCAL 25 SEIU AND PARTICIPATING EMLOY ERS'PENSION 15A TRUST THE FUND MANAGER'S TOTAL COMPENSATION, LISTED ON PAGE 7 AND ON SCHEDULE J, IS ALLOCATED BETWEEN THE ORGANIZATION AND THE LOCAL 25 SEIU AND PARTICIPATING EMPLOYERS' PENSION TRUST

FORM 990, THE ORGANIZATION MAKES ITS FORMS 990 AND 5500 AVAILABLE TO THE PUBLIC UPON REQUEST PART VI, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR INTERNAL POLICIES SECTION C, LINE AVAILABLE TO THE PUBLIC 19

CHANGES IN NET FORM 990, NET UNREALIZED LOSSES ON INVESTMENTS -977,513 ASSETS OR FUND PART XI, LINE 5 BALANCES

FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED THE SELECTION OF THE INDEPENDENT AUDITOR IS MADE BY THE BOARD OF TRUSTEES THE FUND MANAGER OVERSEES THE AUDIT jefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493203001283 OMB No 1545-0047 SCHEDULE R Related Organizations and Unrelated Partnerships (Form 990) 1- Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. 2011 1- Attach to Form 990. 1- See separate instructions. Department of the Treasury Internal Revenue Service Name of the organization Employer identification number LOCAL 25 SEIU WELFARE FUND 36-2857218 Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) (b) (c) (d) (e) (f) Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling or foreign country) entity

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(g) (a) (b) (c) (d ) ( e) (f) Section 512 (b)(13) Name, address, and EIN of related organization Primary activity Legal domicile ( state Exempt Code section Public charity status Direct controlling controlled or foreign country ) (if section 501(c)(3)) entity organization Yes No (1) SERVICE EMPLOYEES' LOCAL NO 1

111 EAST WACKER DRIVE 25TH FLOOR LABOR UNION IL 501(C)(5) N/A No CHICAGO, IL 60601 36-0899855 (2) BUILDING OWNERS AND MANAGERS ASSOCIATION OF CHICAGO

115 S LASALLE STREET SUITE 2300 TRADE ASSOCIATION IL 501( C)(6) N/A No CHICAGO, IL 60603 36-0852810 (3) BOARD OF TRUSTEES LOCAL 25 SEIU WELFARE FUND

111 EAST WACKER DRIVE 25TH FLOOR PLAN SPONSOR AND IL N/A No ADMINISTRATOR CHICAGO, IL 60601 36-2857218

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Page 2 Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(h) (i) U) (a) (b) Legal(c) (d) (e) (f) ( 9) Disproprtionate Code V-UBI General or Name, address, and EIN Predominant income Share of total Share of end-of- (k) Primary activity domicile Direct controlling allocations7 amount in box 20 of managing of (related, unrelated, income year Percentage (state or entity Schedule K-1 part ner? related organization excluded from tax assets ownership foreign (Form 1065) under sections 512- country) 514)

Yes N. Yes N.

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) (b) (c) (d ) (e) Share(oftotal (9) (h) Name, address, and EIN of related organization Legal domicile Direct controlling Type of entity Share of Percentage Primary activity income (state or entity (C corp, S corp, end-of-year ownership foreign or trust) assets country)

See Additional Data Table

Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Page 3

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.) Note . Complete line 1 if any entity is listed in Parts II, III or IV Yes No 1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity la No b Gift, grant, or capital contribution to related organization( s) lb No c Gift, grant, or capital contribution from related organization( s) lc No d Loans or loan guarantees to or for related organization( s) ld No e Loans or loan guarantees by related organization( s) le No

f Sale of assets to related organization( s) if No g Purchase of assets from related organization( s) lg No h Exchange of assets with related organization( s) lh No i Lease of facilities, equipment, or other assets to related organization (s) ii No

j Lease of facilities, equipment, or other assets from related organization( s) 1j No k Performance of services or membership or fundraising solicitations for related organization (s) lk No I Performance of services or membership or fundraising solicitations by related organization( s) 11 No m Sharing of facilities, equipment, mailing lists, or other assets with related organization( s) lm No n Sharing of paid employees with related organization( s) in No

o Reimbursement paid to related organization(s) for expenses to Yes p Reimbursement paid by related organization(s) for expenses lp No

q Other transfer of cash or property to related organization( s) lq No r Other transfer of cash or property from related organization( s) lr Yes

2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds

(a) Transaction(b) (^) Method of determining(d) amount Name of other organization Amount involved type(a-r) involved (1) (2)

(3)

(4)

(5)

(6)

Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Page 4 Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships

(a) (b) (c) (d) (e) (g) (h) (i) U) Name, address, and EIN of Primary activity Legal domicile Predominant Are all (f) Share of Disproprtionate allocations? Code V-UBI General or entity (state or income(related, partners Share of end-of-year amount in box managing (k) foreign unrelated, section total income assets 20 of Schedule K-1 part ner? Percentage country) excluded from 501(c)(3) (Form 1065) ownership tax under organizations? sections 512- 514 ) Yes No Yes No Yes No

Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Page 5 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions)

Identifier Return Explanation I I Reference FORM 990, THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OFTHE SCHEDULE R, EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA) THE ORGANIZATION HAS MADE A REASONABLE EFFORT TO PROVIDE PART IV INFORMATION REQUIRED ALL CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R Schedule R (Form 990) 2011 Additional Data Return to Form

Software ID: Software Version: EIN: 36 -2857218 Name : LOCAL 25 SEIU WELFARE FUND

Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(C) Type of Name, address, and EIN of Direct Share of total M (h) Primary Legal Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($)

1 E 14TH PL CONDO ASSOC 5 E 14TH PLACE IL CHICAGO , IL 60605 10 E DELAWARE PLACE CONDO IL 10 E DELAWARE PLACE CHICAGO, IL 60611 100 E BELLEVUE PL CA 100 E BELLEVUE IL CHICAGO , IL 60611 100 E HURON CONDO ASSOC 100 E HURON STREET IL CHICAGO, IL 60611 100 E WALTON CONDO ASSOC IL 100 E WALTON CHICAGO , IL 60611 100 W CHESTNUT APTS 100 W CHESTNUT IL CHICAGO, IL 60610 1000 CONDO ASSOC 1000 N LAKE SHORE PLAZA IL CHICAGO , IL 60611 1000 W WASHINGTON CONDO IL 115 N CARPENTER CHICAGO, IL 60607 1010 LAKE SHORE ASSOC 1000 N LAKE SHORE DRIVE IL CHICAGO , IL 60611 110 E DELAWARE CORP 110 EAST DELAWARE IL CHICAGO, IL 60611 111E CHESTNUT CONDO ASC 875 N MICHIGAN AVE SUITE IL 2600 CHICAGO , IL 60611 1110 LAKE SHORE CONDO 1110 N LAKE SHORE DR IL CHICAGO, IL 60611 1111 S WABASH CONDO ASSOC IL 1111 S WABASH CHICAGO, IL 60605 1130 S MICHIGAN PRTNRSHIP IL 1130 S MICHIGAN CHICAGO, IL 60605 1150 N LAKE SHORE DR CA 875 N MICHIGAN STE 2600 IL CHICAGO , IL 60611 1200 N LAKE SHORE DR CA 1200 N LAKE SHORE DR 1ST IL FL CHICAGO, IL 60610 1212 LAKE SH CONDO ASSOC IL 1212 N LAKE SHORE DR CHICAGO , IL 60610 1212 LASALLE PRIVATE RES 875 N MICHIGAN SUITE 2600 IL CHICAGO, IL 60610 1225 N WELLS 1225 N WELLS IL CHICAGO , IL 60610 1300 N LAKE SHORE DR 1300 N LAKE SHORE DR IL CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp, assets Foreign o r trust) ($) Country) 1335 ASTOR COOP BLDG INC 1335 N ASTOR ST CN1635 IL CHICAGO, IL 60610 1350 N LSD ASSOCIATION 1350 N LAKE SHORE DRIVE IL CHICAGO , IL 60610 1420 SHERIDAN CONDO CORP IL 1000 JORIE BLVD SUITE 228 OAK BROOK, IL 60523 1440 N LAKE SHORE BL 1440 N LAKE SHORE DR IL CHICAGO , IL 60610 1448 N LAKE SHORE DR 1448 N LAKE SHORE DR IL CHICAGO, IL 60610 1500 N LAKE SHORE BLDG 1500 N LAKE SHORE DR IL CHICAGO , IL 60610 1516 STATE PARKWAY CONDO IL 325 W HURON ST SUITE 600 CHICAGO, IL 60654 1550 CONDOMINIUM ASSOC 1550 N LAKE SHORE DRIVE IL CHICAGO , IL 60610 161 E CHGO CONDO ASSOC 161 E CHICAGO AVE IL CHICAGO, IL 60611 1630 SHERIDAN BLDG 1630 SHERIDAN RD IL WILMETTE , IL 60091 1660 N LASALLE CONDO 1660 N LASALLE CONDO IL CHICAGO, IL 60614 1700 E 56TH ST CONDO ASSO 875 N MICHIGAN AVE IL CHICAGO , IL 60611 175 E DELAWARE PLACE 875 N MICHIGAN SUITE 2600 IL CHICAGO, IL 60611 180 N JEFFERSON TL LLC 180 N JEFFERSON IL CHICAGO , IL 60661 199 E LAKE SHORE DR CONDO 199E LAKE SHORE DRIVE IL CHICAGO, IL 60611 2000 N LINCOLN PK WEST PR 2052 N LINCOLN PARK WEST IL CHICAGO, IL 60614 2020 LINCOLN PARK CONDO 2020 LINCOLN PARK IL CHICAGO, IL 60614 209 EAST LAKE SHORE DR CO 209E LAKE SHORE DR IL CHICAGO , IL 60611 20TH CENTURY SERVICES NY 1407 W EDGEWATER AVE IL CHICAGO, IL 60660 21 E CHESTNUT CONDO ASSOC IL 21 E CHESTNUT ST CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

Ty(pe) of Name, address , and EIN of (C) Direct Share of total M (h) Pr imary Legal Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp , assets Country) or trust) ($)

21 W CHESTNUT CONDO 21 W CHESTNUT IL CHICAGO, IL 60610 210 N WELLS LLC 210 N WELLS ST I L CHICAGO , IL 60606 2100 CABRINI LPKINZIE PR 1839 N LINCOLN IL CHICAGO, IL 60614 2300 N LINCOLN PK WEST LL 2300 N LINCOLN PARK WEST IL CHICAGO , IL 60614 240 E ILLINOIS 240 E ILLINOIS IL CHICAGO, IL 60611 250 E PEARSON CONDO ASSOC IL 250 E PEARSON CHICAGO , IL 60611 2500 N LAKEVIEWBLDG 2500 N LAKEVIEW IL CHICAGO, IL 60614 253 E DELAWARE CONDO ASSO IL 875 N MICHIGAN STE 2600 CHICAGO , IL 60611 2625 N CLARK ST PRIV RES 2625 N CLARK ST IL CHICAGO, IL 60614 2800 LAKE SHORE ASSOC ATTN MSHAPIRO IL CHICAGO , IL 60657 30 E HURON LLC 30 E HURON IL CHICAGO, IL 60611 30 W OAK 30 W OAK IL CHICAGO , IL 60610 3150 CONDO ASSOC 3150 N LAKE SHORE DR IL CHICAGO, IL 60657 3150 N SHERIDAN CA 3150 N SHERIDAN ROAD IL CHICAGO , IL 60657 32 W RANDOLPH BUILDING 32 W RANDOLPH ST IL CHICAGO, IL 60601 33 E CEDAR CONDO ASSN 325 W HURON ST SUITE 600 IL CHICAGO, IL 60654 33 WJACKSON BLVD CA 33 WJACKSON BLVD IL CHICAGO, IL 60604 332 PROPERTY LLC 332 S MICHIGAN STE 450 IL CHICAGO , IL 60604 345 W FULLERTON CONDO ASS IL 345 W FULLERTON PARKWAY CHICAGO, IL 60614 3500 LSD COOP APTS INC 3500 N LAKE SHORE DR IL CHICAGO, IL 60657 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

Type of Name, address, and EIN of Direct Share of total M (h) Primary Legal (C)Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($ )

3550 CONDO ASSOCIATION 3550 N LAKE SHORE DR IL CHICAGO, IL 60657 3600 N LAKE SHORE CONDO 3600 N LAKE SHORE DR IL CHICAGO , IL 60613 3920 LAKE SHORE DR CONDO 5330 W DEVON AVE SUITE 17 IL CHICAGO, IL 60646 399 FULLERTON CORP 5330 W DEVON AVE STE 17 IL CHICAGO , IL 60646 400 E OHIO CONDO ASSOC 875 N MICHIGAN AVE 2600 IL ARIAN MANAL CHICAGO, IL 60611 400 N LASALLE CONDO ASSOC IL 400 N LASALLE ST CHICAGO , IL 60654 4300 N MARINE DR CONDO 4300 N MARINE DR IL CHICAGO, IL 60613 4343 N CLARENDON CONDO 4343 N CLARENDON AVE IL CHICAGO , IL 60613 442 WELLINGTON COOP BLDG 5330 W DEVON AVE IL CHICAGO, IL 60646 474 N LAKE SHORE DR CA 505 EAST ILLINOIS IL CHICAGO , IL 60611 4950 POWHATAN BLDG CORP 1648 E 50TH ST IL CHICAGO, IL 60615 50 E BELLEVUE CONDO ASSOC IL 50 E BELLEVUE PLACE CHICAGO , IL 60611 50 EAST CHESTNUT CONDO 50 E CHESTNUT IL CHICAGO, IL 60611 5000 EAST END CONDO ASSOC IL 5000 EAST END BLDG CHICAGO , IL 60615 5000 MARINE DRIVE CORP 5000 N MARINE DR IL CHICAGO, IL 60640 535 N MICHIGAN CONDO 535 N MICHIGAN AVE RM 504 IL CHICAGO , IL 60611 540 N LAKE SHORE DR CONDO IL 540 N LAKE SHORE DR CHICAGO, IL 60611 5455 EDGEWATER PLZA CA 5455 N SHERIDAN ROAD IL CHICAGO , IL 60640 5757 N SHERIDAN CONDO 5757 N SHERIDAN ROAD IL CHICAGO, IL 60660 601 CONDO ASSOC 601 EAST 32ND STREET IL CHICAGO, IL 60616 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign o r trust) ($) Country) 680 N LAKE SHORE BUILDING 875 N MICHIGAN IL CHICAGO, IL 60611 747 N WABASH PARTNERS LLC 747 N WABASH PARTNERS IL CHICAGO , IL 60611 840 N LAKE SHORE DR CONDO IL 840 N LAKE SHORE DR CHICAGO, IL 60611 860-880 N LAKE SHORE DR 860-880 N LAKE SHORE DR IL CHICAGO , IL 60611 899 S PLYMOUTH CONDO 899 S PLYMOUTH COURT IL CHICAGO, IL 60605 900-910 LAKE SHORE DR 900 N LAKE SHORE DR IL CHICAGO , IL 60611 990 N LSD HOMEOWNERS ASSO IL 990 LAKE SHORE DRIVE CHICAGO, IL 60611 A &A MAINTENANCE 965 MIDLAND AVE NY YONKERS , NY 10704 A & R JANITORIAL SRVCS 5234 W 25TH STREET IL CICERO, IL 60804 A & R SECURITY 2552 W 135TH STREET IL BLUE ISLAND , IL 60406 AlA PROFESSIONAL CLNG &S 333 NORTHEAST 24TH FL STREET MIAMI, FL 33137 ABM JANITORIAL SERVICES 180 N LASALLE SUITE 1700 IL CHICAGO , IL 60601 ABM SECURITY 1 N LASALLE STE 325 IL CHICAGO, IL 60602 ABSOLUTE JAN SERV INC 11111 S SPAULDING AVE IL CHICAGO , IL 60655 ACTION PLUMBING &SEWER 725 W 47TH STREET IL CHICAGO, IL 60609 ADMIRAL POINTE 645 N KINGSBURY IL CHICAGO , IL 60610 ADMIRAL SECURITY SERV 5550 WTOUHY AVE IL SKOKIE, IL 60077 AEGIS PROPERTIES 1525 E 53RD STE-400 IL CHICAGO , IL 60615 AGUIRRE BLDG MTCE 2210 S CALIFORNIA IL CHICAGO, IL 60608 ALLIED BARTON-AB SEC 500 N MICHIGAN AVE STE- IL 1810 CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(C) Type of Name, address, and EIN of Direct Share of total M (h) Primary Legal Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($)

ALLIED BARTON-INIT SEC 13500 S CIRCLE DR SUITE IL 202 ORLAND PARK, IL 60462 ALLIED BARTON-SUBURBS SEC IL 1771 W DIEHL RD STE-200 NAPERVILLE, IL 60563 AMBASSADOR CONDO 1300 N STATE PARKWAY IL CHICAGO, IL 60610 AMBASSADOR HOUSE 875 N MICHIGAN SUITE 2600 IL CHICAGO , IL 60611 AMERICAN PREMIER SECURITY IL 400 N MAY STREET CHICAGO, IL 60642 AMERICANA TOWERS 875 N MICHIGAN AVE STE IL 2600 CHICAGO , IL 60611 AQUA AT LAKESHORE EAST 225 N COLUMBUS DR IL CHICAGO, IL 60601 ARAMARK - 2145 SHERIDAN 2145 SHERIDAN RD IL EVANSTON , IL 60208 ARAMARK - ACE 2222 KENSINGTON COURT IL OAK BROOK, IL 60523 ARAMARK - BOEING 100 N RIVERSIDE PLAZA IL CHICAGO , IL 60606 ARAMARK - GARFIELD 2750 W ROOSEVELT RD IL CHICAGO, IL 60608 ARAMARK - INDIAN PR 3003 103RD STREET IL NAPERVILLE , IL 60564 ARAMARK - JAMES ALLEN 2169 N SHERIDAN ROAD IL EVANSTON, IL 60208 ARAMARK - MCCORMICK 2301 S LAKE SHORE DR IL CHICAGO , IL 60616 ARAMARK - NU 1501 CENTRAL ST IL EVANSTON, IL 60208 ARAMARK - PK FOREST 163 242 ORCHARD DRIVE IL PARK FOREST , IL 60466 ASTOR CONDO ASSOC 1555 N ASTOR STREET IL CHICAGO, IL 60610 ASTOR HOUSE 1340 N ASTOR STREET IL CHICAGO, IL 60610 ASTORTOWER 1300 N ASTOR IL CHICAGO, IL 60610 AVENUE EAST CONDO ASSOC IL 160 E ILLINOIS CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp, assets Foreign o r trust) ($) Country) BEL HARBOUR MGMNT OFFICE IL 420 WEST BELMONT CHICAGO, IL 60657 BERGER REALTY GROUP 40 E OAK STREET IL CHICAGO , IL 60611 BLACKSTONE CONSULTING INC CA 11726 SAN VICENTE BLVD LOS ANGELES, CA 90049 BOYE JANITORIAL SERVICES 9415 S WESTERN AVE IL CHICAGO , IL 60643 BP NAPERVILLE EUREST SER 150 W WARRENVILLE RD IL NAPERVILLE, IL 60563 BUILDING GROUP 1045 W LAWRENCE IL CHICAGO , IL 60640 BURNHAM PARK PLAZA CONDO IL 40 E 9TH STREET CHICAGO, IL 60605 BURR OAK BOWL 3030 W 127TH ST IL BLUE ISLAND , IL 60406 C-R ADLAKE LTD PARTNERSHP IL 414 N ORLEANS ST STE-301 CHICAGO, IL 60610 CAMBRIDGE MANOR 2631 S INDIANA IL CHICAGO , IL 60616 CAPSTONE PROPERTY MGMNT IL 1555 WDIVERSY PARKWAY CHICAGO, IL 60614 CARAVEL CONDO ASSOC 635 N DEARBORN IL CHICAGO, IL 60610 CARLYLE APARTMENTS 1040 LAKE SHORE DRIVE IL CHICAGO, IL 60611 CATHOLIC CHARITIES 721 N LASALLE 6TH FL IL CHICAGO , IL 60610 CHANDLER CONDO ASSOC 450 EAST WATERSIDE IL CHICAGO, IL 60601 CHESTNUT TOWERS 121 W CHESTNUT IL CHICAGO , IL 60610 CHGO TEACHERS UNION TWR 55 W CHESTNUT ST IL CHICAGO, IL 60610 CHICAGO FIVE-O 430 N MICHIGAN AVE IL CHICAGO , IL 60611 CHICAGO HILTON &TOWERS 720 S MICHIGAN AVE IL CHICAGO, IL 60605 CHICAGO MANAGEMENT PERSON IL 430 NORTH MICHIGAN AVE CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of related Legal Direct Share of total (9) (h) Primary entityity Share of Percentage activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign or trust) ($ ) Country) CHICAGO NATL BALL CLUB 1060 WADDISON ST IL CHICAGO, IL 60613 CHICAGO RESIDENTIAL INC PO BOX 232 IL HIGHLAND PARK , IL 60035 CHICAGO TEMPLE BLDG 77 W WASHINGTON ST IL CHICAGO, IL 60602 CHICAGOLAND MAINT SYS INC 3 GOLF CENTER 151 IL HOFFMAN EST , IL 60169 CHICAGOLAND MGMT & REALTY IL 111 E WACKER DR CHICAGO, IL 60601 CITY COLLEGES OF CHICAGO 226 WJACKSON BLVD IL CHICAGO , IL 60606 CITY FRO NT CHICAGO LLC 400 N MCCLURG CT IL CHICAGO, IL 60611 CITYVIEW CONDOMINIUM 440 N MCCLURG COURT IL CHICAGO, IL 60611 CLORICA MANAGEMENT CORP ONE WESTBROOK CORP IL CENTER WESTCHESTER, IL 60154 CMC & MAINTENANCE INC PO BOX 1877 ME BANGOR , ME 04402 CMS SOURCING SOLUTIONS 29700 HARPER AVE STE 2 MI ST CLAIR SHORES, MI 48082 COMMONWEALTH PLAZA CONDO IL 330 WDIVERSEY PARKWAY CHICAGO , IL 60657 COMMUNITY SPECIALISTS 1455 N SANDBERG TERRACE IL CHICAGO, IL 60610 COMMUNITY SPECIALISTS 801 S PLYMOUTH COURT IL CHICAGO , IL 60605 COMMUNITY SPECIALISTS 125 S JEFFERSON IL CHICAGO, IL 60661 COMMUNITY SPECIALISTS 777 N MICHIGAN AVE IL CHICAGO , IL 60611 COMMUNITY SPECIALISTS 5100 N MARINE DR IL CHICAGO, IL 60640 COMMUNITY SPECIALISTS 5445 N SHERIDAN MGMT IL OFFICE CHICAGO, IL 60640 COMMUNITY SPECIALISTS 211 E OHIO MGMT OFFICE IL CHICAGO, IL 60611 CONGREGATION RODEI ZEDEK 5200 S HYDE PARK BLVD IL CHICAGO, IL 60615 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

Type of Name, address, and EIN of Direct Share of total M (h) Primary Legal (C)Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($ )

CONNECTED PROP MGMNT 3047 N LINCOLN AVE IL CHICAGO, IL 60657 COURTHOUSE DEVELOPMENT 1550 S INDIANA STE 300 IL CHICAGO , IL 60605 CRESCENT CLEANING CO 105 W MADISON IL CHICAGO, IL 60602 CUSTODIAL PLUS LLC 325 N COUNTY LINE RD IL HINSDALE , IL 60521 CWS MTCE CO 781 S MIDLOTHIAN RD 309 IL MUNDELEIN, IL 60060 DANMARK SECURITY LLC 2506 N CLYBOURN IL CHICAGO , IL 60614 DARIEN CONDO ASSOC 3100 N LAKE SHORE DR IL CHICAGO, IL 60657 DE PAUL UNIVERSITY 1 E JACKSON IL CHICAGO , IL 60604 DE PAUL UNIVERSITY 1 E JACKSON IL CHICAGO, IL 60604 DEARBORN TOWERS CA 1530 S STATE -11TH FLOOR IL CHICAGO , IL 60605 DEASY ENTERPRISE INC 13822 CAPISTA DR IL PLAINFIELD, IL 60544 DELAWARE PLACE CONDO ASSO IL 33 W DELAWARE CHICAGO , IL 60610 DIGBY'S DET & SEC AGENCY 2630 S WABASH IL CHICAGO, IL 60616 DIVERSE FAC SOLUTIONS 6140 S CENTRAL AVE IL CHICAGO , IL 60638 DNA CLEANING INC 830 WEST ROUTE 22 IL LAKE ZURICH, IL 60047 DRAKE HOTEL 140 E WALTON PLACE IL CHICAGO , IL 60611 DRAKE TOWER APARTMENTS 179E LAKE SHORE DR IL CHICAGO, IL 60611 DRAPER & KRAMER 132 E DELAWARE IL CHICAGO , IL 60611 DRAPER & KRAMER 130 N GARLAND ATTN JORIE IL CHICAGO, IL 60602 DRAPER & KRAMER 155 HARBOR DRIVE IL CHICAGO, IL 60601 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(C) Type of Name, address, and EIN of Direct Share of total M (h) Primary Legal Domicile entity Share of Percentage related organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($)

DRAPER & KRAMER 1749 N WELLS IL CHICAGO, IL 60614 DRAPER & KRAMER 33 W MONROE STE-1900 IL CHICAGO , IL 60603 DRAPER & KRAMER 222 COLUMBUS ATTN MGMT IL OFFICE CHICAGO, IL 60601 DRAPER & KRAMER 500 W SUPERIOR IL CHICAGO , IL 60610 DRAPER & KRAMER 130 N GARLAND CT SUITE IL 900 CHICAGO, IL 60602 DRAPER & KRAMER 1100 N LAKE SHORE DR IL CHICAGO , IL 60611 DRAPER & KRAMER 5415 N SHERIDAN RD IL CHICAGO, IL 60640 DTZ UGL UNICCO 275 GROVE STREET 3-200 MA AUBURNDALE , MA 02466 DURASHINE INC 9333 SCHILLER BLVD IL FRANKLIN PARK, IL 60131 EBM INC 855 MORSE AVE IL ELK GROVE VLG , IL 60007 ECHELON AT K STATION 353 N DESPLAINES ST IL CHICAGO, IL 60661 EDDYSTONE CONDO ASSOC 421 W MELROSE IL CHICAGO , IL 60657 EHC LLC 36 W RANDOLPH IL CHICAGO, IL 60601 ELM AT CLARK CONDO ASSOC IL 1122 N CLARK ST CHICAGO , IL 60610 EUREST SERVICES 30 S WACKER DR SUITE 900 IL CHICAGO, IL 60606 EUREST SRVCS - KIMCO 45 WEST HINTZ RD IL WHEELING , IL 60090 FACT FINDERS GROUP INC 4747 LINCOLN MALL DR IL MATTESON, IL 60443 GCA SERVICES GROUP 1350 EUCLID AVE SUITE OH 1500 CLEVELAND, OH 44115 GDI OMNI INC 24300 SOUTHFIELD RD MI SOUTHFIELD, MI 48075 GENERAL BOARD OF PENSIONS IL 1901 CHESTNUT GLENVIEW, IL 60025 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of related Legal Direct Share of total (9) (h) Primary entityity Share of Percentage activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign or trust) ($ ) Country) GERALEX JANITORIAL SERV 2520 S OAKLEY AVE IL CHICAGO, IL 60608 GLOBETROTTERS INT'L INC 300 S WACKER DR IL CHICAGO , IL 60606 GOETHE-ASTOR INC 1301 N ASTOR ST IL CHICAGO, IL 60610 GOLD COAST CONDOMINIUM 343 W ERIE SUITE 330 IL CHICAGO , IL 60654 GOLD COAST GALLERIA CONDO IL 111 W MAPLE CHICAGO, IL 60610 GRAND ORLEANS CONDO 430 N MICHIGAN AVE 2ND FLR IL CHICAGO , IL 60611 GRAND PLAZA 540 NORTH STATE ST IL CHICAGO, IL 60654 GRANVILLE BEACH CONDO 6171 N SHERIDAN RD IL CHICAGO, IL 60660 GRANVILLE TWR CONDO CORP 6166 N SHERIDAN ROAD IL CHICAGO, IL 60660 GUARDSMARK LLC 800 ENTERPRISE DR IL OAK BROOK , IL 60523 HABITAT CO 520 N KINGBURY IL CHICAGO, IL 60610 HABITAT COMPANY 737 W WASHINGTON IL CHICAGO , IL 60661 HABITAT COMPANY 350 W HUBBARD IL CHICAGO, IL 60654 HARBOR HS CONDO ASSOC 875 N MICHIGAN STE 2600 IL CHICAGO , IL 60611 HARD SURFACE FINISHERS 900 N SIVERT IL WOOD DALE, IL 60191 HARVARD MAINTENANCE 525 LIVELY BOULEVARD IL ELK GROVE VILLAGE , IL 60007 HAWTHORNE HOUSE APTS 3450 N LAKE SHORE DR IL CHICAGO, IL 60657 HEMINGWAY HOUSE 875 N MICHIGAN SUITE 2600 IL CHICAGO , IL 60611 HERMITAGE CONDO ASSOC 70 W HURON IL CHICAGO, IL 60654 HOLLYWOOD TWRS SUDLER 5701 N SHERIDAN RD IL CHICAGO, IL 60660 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign o r trust) ($) Country) HORIZON HOUSE CONDO 5733 N SHERIDAN RD IL CHICAGO, IL 60660 IBEW LOCAL 134 600 W WASHINGTON IL CHICAGO , IL 60606 IL FEDERAL SAV & LOAN 4619 S KING DRIVE IL CHICAGO, IL 60653 IMPERIAL TOWERS 4250 N MARINE DRIVE IL CHICAGO , IL 60613 INTER CAPITAL REALTY CO 307 N MICHIGAN AVE IL CHICAGO, IL 60601 IVA'S PROFESSIONAL CLNG 1655 LAKE COOK RD STE 244 IL HIGHLAND PARK , IL 60035 JACKSON MGMNT & INVESTMTS 175 WJACKSON BLVD STE IL 2250 CHICAGO, IL 60604 JALMEXINC 3724 S 56TH COURT IL CICERO , IL 60804 JAMES KILMER CONDO ASSOC IL 1560 N SANDBURG TERRACE CHICAGO, IL 60610 JEFFERSON TOWERS 200 N JEFFERSON IL CHICAGO, IL 60661 JEWISH COMMUNITY CENTERS IL 30 S WELLS CHICAGO, IL 606064694 JEWISH FED OF METRO CHGO 30 S WELLS IL CHICAGO , IL 60606 JOHNSON PUBLISHING CO 820 S MICHIGAN AVE IL CHICAGO, IL 60605 KAM SECURITY SERVICES 35 E WACKER DR IL CHICAGO , IL 60601 KANE PROPERTY MANAGEMENT IL 806 W BELMONT 2ND FLOOR CHICAGO, IL 60657 KARD DBA DEPENDABLE 1020 MILWAUKEE AVE IL DEERFIELD , IL 60015 KCORP TECH SERV INC 1603 COLLEGE RD AK FAIRBANKS, AK 99709 KCR MAINTENANCE 636 N ORLEANS ST IL CHICAGO , IL 60610 KINZIE PARK TOWER 501 N CLINTON IL CHICAGO, IL 60610 KLEAN - KO INC 960 LOMBARD AVE IL LOMBARD, IL 60148 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of related Legal Direct Share of total (9) (h) Primary entityity Share of Percentage activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp, assets Foreign or trust) ($ ) Country) LAB CORP 11751 INTERCHANGE DR KY LOUISVILLE, KY 40229 LAKE POINT TOWER CONDO 505 N LAKE SHORE DRIVE IL CHICAGO , IL 60611 LAKE SHORE PLAZA 445 E OHIO STREET IL CHICAGO, IL 60611 LAKESHORE SHOREHAM LLC 400 E SOUTHWATER-16TH IL FLOOR CHICAGO , IL 60601 LANCASTER CONDO ASSOC 875 N MICHIGAN STE 2600 IL CHICAGO, IL 60611 LASALLE TERRACE CA 806 W BELMONT 2ND FLOOR IL CHICAGO , IL 60657 LBR CONSOLIDATED BLDG SER PO BOX 6067 IL WAUCONDA, IL 600846067 LEASING MANAGEMENT 5000 N ELSTON AVE IL CHICAGO, IL 60630 LEFT BANK AT KINZIE STATI 300 N CANAL ST IL CHICAGO, IL 60606 LEGUM & NORMAN MID-WEST 343 W ERIE SUITE 330 IL CHICAGO , IL 60654 LIEBERMAN MANAGEMENT 25 NORTHWESTERN POINT IL BLVD ELK GROVE VLG, IL 60007 LIEBERMAN MANAGEMENT 3440 N LAKE SHORE DR IL CHICAGO , IL 60657 LIEBERMAN MANAGEMENT 230 WMONROE IL CHICAGO, IL 60606 LIEBERMAN MGT SERVICES 340 EAST RANDOPLH ST IL CHICAGO , IL 60601 LINCOLN PARK 2550 CND ASC 2550 N LAKEVIEWAVE IL CHICAGO, IL 60614 LINCOLN PARK TOWER CA 1960 N LINCOLN PK WEST IL CHICAGO, IL 60614 LINCOLN PROPERTY COMPANY IL 150 S WACKER DRIVE CHICAGO, IL 60606 L3 SHERIDAN &CO 940 W ADAMS STREET IL CHICAGO , IL 60607 LOCAL 1 SEIU 111 E WACKER DR 25TH IL FLOOR CHICAGO, IL 60601 LOCAL 25 SEIU WELFARE FND 111 E WACKER DR IL CHICAGO, IL 60601 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

Type) of Name, address, (and EIN of related Direct Share of total M (h) Primary Legal ^^^Domicile entity Share of Percentage organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($ )

M &J WILKOW LTD PO BOX 681454 NC CHARLOTTE, NC 28216 MAC PROPERTY MGMNT LLC 32 NORTH DEAN ST 2ND NJ FLOOR ENGLEWOOD NJ 07631 MAINT ENGINEERING GSF 2701 FORTUNE CIRCLE EAST IN DRIVE INDIANAPOLIS, IN 46241 MARC REALTY 55 E JACKSON STE 500 IL CHICAGO , IL 60604 MB FINANCIAL BANK 6111 N RIVER RD - 11TH IL FLOOR ROSEMONT, IL 60018 MB REAL ESTATE 181 W MADISON ST STE 4700 IL CHICAGO , IL 60602 MCCAFFERY INTERESTS 222 W ERIE ST IL CHICAGO, IL 60654 MCCAFFERY WRT LOYOLA 1209 WARTHUR IL CHICAGO , IL 60626 MERCHANDISE MART PROP INC IL 200 WORLD TRADE CTR 470 CHICAGO, IL 60654 MERIDIAN MGMNT CORP 818-AlA NORTH FL PNTE VDRA BCH , FL 32082 METROPOLITAN PLACE 130 S CANAL ST IL CHICAGO, IL 60606 MIDWAY BUILDING SERV LTD 456 NORTH OAKLEY IL CHICAGO , IL 60612 MILLARD GROUP INC 7301 N CICERO AVENUE IL LINCOLNWOOD, IL 60712 MILLENNIUM CENTRE CONDO 875 N MICHIGAN AVE SUITE IL 2600 CHICAGO , IL 60611 MILLENNIUM PK LIVING INC 155 N MICHIGAN AVE STE 500 IL CHICAGO, IL 60601 MONTAUK COMPANY 53 WJACKSON IL CHICAGO , IL 60604 MULTISYSTEM BLDG MAINT 1900 E GOLF ROAD SUITE 950 IL SCHAUMBURG, IL 60173 MUSEUM PARK TOWER I 875 N MICHIGAN AVE SUITE IL 2600 CHICAGO , IL 60611 MUSEUM PARK TOWER II 1335 S PRAIRIE IL CHICAGO, IL 60605 MUSEUM PK PL CONDO ASSOC 1841 S CALUMET AVE IL CHICAGO, IL 60616 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address , and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign o r trust) ($) Country) MUSEUM POINTE CONDOMINIUM IL 233 E 13TH STREET CHICAGO, IL 60605 NAT'L BLDG RESOURCE GRP 1 N LASALLE IL CHICAGO , IL 60602 NATIONWIDE JANITORIAL 632 EXECUTIVE DRIVE IL WILLOWBROOK, IL 60527 NEAR NORTH PROPERTY 303 E WACKER SUITE 2750 IL CHICAGO , IL 60610 NEWBERRY PLAZA CONDO ASSC IL 875 N MICHIGAN STE 2600 CHICAGO, IL 60611 NEWPORT CONDOMINIUM 4800 S CHICAGO BEACH IL CHICAGO , IL 60615 NORRIS CORP 1420 N LAKE SHORE DRIVE IL CHICAGO, IL 60610 ONE E SCHILLER CONDO 1 E SCHILLER IL CHICAGO , IL 60610 ONE EAST SCOTT CONDO 1 EAST SCOTT IL CHICAGO, IL 60611 ONE MAGNIFICANT MILE ASC 950 N MICHIGAN AVE IL CHICAGO , IL 60611 ONE MUSEUM PARK EAST 1211 SOUTH PRAIRIE AVE IL CHICAGO, IL 60605 PALMER HOUSE HILTON 17 E MONROE ST IL CHICAGO , IL 60603 PALMOLIVE BLDG CONDO ASSN IL 159 E WALTON PL CHICAGO, IL 60611 PARK LINCOLN LLC 2470 NORTH CLARK AVENUE IL CHICAGO , IL 60614 PARK NEWBERRY CONDO ASSOC IL 55 W DELAWARE PLACE CHICAGO, IL 60610 PARK PLACE TWR CA 655 W IRVING PK RD IL CHICAGO , IL 60613 PARK SHORE CONDO ASSOC 195 N HARBOR DRIVE IL CHICAGO, IL 60601 PARKVIEW RIVEREAST COND 505 N MCCLURG IL CHICAGO, IL 60611 PAULA PARENTEAU 224-230 W HURON ST IL CHICAGO, IL 60654 PERFORMANCE CLEAN ONE BREWERS WAY WI MILWAUKEE, WI 53214 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign o r trust) ($) Country) PHOENIX RISING MGMNT GRP 946 W RANDOLPH IL CHICAGO, IL 60607 PINNACLE CONDOMINIUM ASSO IL 21 E HURON CHICAGO , IL 60611 PIPEFITTERS ASSOC 45 N OGDEN AVE IL CHICAGO, IL 60607 PRAIRIE DIST HOMES TW RES 875 N MICHIGAN STE 2600 IL CHICAGO , IL 60611 PRAIRIE POINTE CONDO ASSN IL 1600 S PRAIRIE AVE CHICAGO, IL 60616 PREFERRED BLDG SERVICES 23077 GREENFIELD RD MI SOUTHFIELD , MI 48075 PREMIER SECURITY 8750 W BRYN MAWR IL CHICAGO, IL 60631 PROFESSIONAL CLNG CO INC 909A ROHLWING RD IL ROLLING MEADOWS IL 60008 PRUDENTIAL PROTECTIVE SRV MI 20600 EUREKA ROAD TAYLOR, MI 48180 QUADRANGLE HOUSE CND ASSC IL 6700 S SHORE DRIVE CHICAGO , IL 60649 RAS SERVICES INC 9910 MONROE DR TX DALLAS, TX 75220 REGENTS PARK 5020 S LAKE SHORE STE-315 IL CHICAGO , IL 60615 RELATED MANAGEMENT CO 423 W 55TH STREET NY NEWYORK, NY 10019 RES O F 41 E 8TH ST CA 41 E 8TH STREET IL CHICAGO , IL 60605 RESIDENCES AT 900 77 E WALTON ST IL CHICAGO, IL 60611 RESIDENCES AT RIVER BEN 333 N CANAL ST IL CHICAGO , IL 60606 RESIDENCES AT RIVER EAST 512 N MCCLURG CT IL CHICAGO, IL 60611 RITCHIE TOWER CONDO 1310 N RITCHIE COURT IL CHICAGO, IL 60610 RIVER PLZA CONDO ASSOC 405 N WABASH IL CHICAGO, IL 60611 RIVERVIEWCONDO ASSOC 445 N WATER STREET IL CHICAGO, IL 60611 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of related Legal Direct Share of total (9) (h) Primary entityity Share of Percentage activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign or trust) ($ ) Country) RJB PROPERTIES INC 11415 W 183RD PLACE IL ORLAND PARK, IL 60467 RMK MANAGEMENT 333E ONTARIO IL CHICAGO , IL 60611 ROOSEVELT UNIVERSITY 430 S MICHIGAN AVE ROOM IL 846 CHICAGO, IL 60605 S&A CLEANING SERVICES 964 COURTNEY DRIVE IL CARPENTERSVLE IL 60110 SCRUB INC 6033 N MILWAUKEE AVE IL CHICAGO, IL 60646 SDI SECURITY INC POBOX 6952 IL CHICAGO , IL 606806952 SECURAMERICA LLC 3399 PEACHTREE RD GA ATLANTA, GA 30326 SECURITAS USA INC 150 S WACKER IL CHICAGO, IL 60606 SECURITAS USA INC - SMI 5648 S ARCHER AVE IL CHICAGO, IL 60638 SECURITAS USA SUBURBAN 111 BARCLAY BLVD IL LINCOLNSHIRE , IL 60069 SECURITY PARTNERS INTL PO BOX 971 IL LOMBARD, IL 60148 SERVICE MASTER CHGO 330 S WELLS ST SUITE 202 IL CHICAGO , IL 60606 SERVON GROUP 4625 N 25TH AVENUE IL SCHILLER PARK, IL 60176 SHORELINE PARK 4950 N MARINE DR-BLDG IL OFFICE CHICAGO , IL 60640 SHORELINE TOWER CONDO 6301 N SHERIDAN RD IL CHICAGO, IL 60660 SKYLINE BLDG SVCS INC 1412 W FULTON IL CHICAGO, IL 60607 SKYTECH ENTERPRISES LTD 2600 S MICHIGAN AVE IL CHICAGO, IL 60616 SMITH MAINTENANCE CO 205 W RANDOLPH ST IL CHICAGO , IL 60606 SODEXO INC PO BOX 352 NY BUFFALO, NY 14240 SOS SECURITY LLC 1915 ROUTE 46 EAST NJ PARSIPPANY, NJ 07054 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

Type) of Name, address, (and EIN of related Direct Share of total M (h) Primary Legal (c^Domicile entity Share of Percentage organization activity Controlling income (State or (C corp, S ($) end-of-year ownership Entity Foreign corp, assets Country) or trust) ($ )

SPACE SOLUTIONS IDEA INC 241 GOLD MILL CENTER IL NILES, IL 60714 ST JOAN OFARC PARISH 9248 LAWNDALE AVE IL EVANSTON , IL 60203 STAR DETECTIVE & SEC 813 E 75TH STREET IL CHICAGO, IL 60619 STATE PLACE CONDO ASSOC 1101 S STATE ATTN JAY IL HOWELL CHICAGO , IL 60605 STRATFORD CONDO ASSOC 2605 S INDIANA AVE IL CHICAGO, IL 60616 STREETERVILLE CONDO ASSN 325 W HURON SUITE 600 IL CHICAGO , IL 60654 SUDLER PROP MGMT 875 N MICHIGAN STE 2600 IL CHICAGO, IL 60611 SUDLER PROP MGMT 875 N MICHIGAN AVE STE- IL 2600 CHICAGO , IL 60611 SUDLER PROP MGMT 875 N MICHIGAN STE 2600 IL CHICAGO, IL 60611 SUN BUILDING MAINT LLC 2400 CENTRE PARK W DRIVE FL WEST PALM BCH , FL 33409 T &T MAINTENANCE PO BOX 368 IL GLENWOOD, IL 60425 TAIRRE MGMT SERVICES INC 1485 E WICKE AVE IL DES PLAINES , IL 60018 TANDEM DEVELOPMENT GRP 300 N MARTINGALE RD IL SCHAUMBURG, IL 60173 THE BARRY CONDOMINIUM INC IL 3100 N SHERIDAN RD CHICAGO , IL 60657 THE BRISTOL CONDO 57 E DELAWARE IL CHICAGO, IL 60611 THE CHICAGOAN 750 N RUSH ST ATTN BONNIE IL CHICAGO , IL 60611 THE LEGACY AT MILLENIUM P 60 E MONROE IL CHICAGO, IL 60603 THE PARK MONROE 65 E MONROE IL CHICAGO , IL 60603 THE STATE PARKWAY CONDO 1445 N STATE PARKWAY IL CHICAGO, IL 60610 THE TIDES AT LAKESHORE EA 360E SOUTH WATER ST IL CHICAGO, IL 60601 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address, and EIN of related Primary Legal Direct Share of total (9) (h) entityity Share of Percentage activity Domicile Controlling income (C Corp, S ($) end-of-year ownership (State or Entity corp , assets Foreign or trust) ($ ) Country) TIARA HOMEOWNERS ASSOC 6145 N SHERIDAN RD IL CHICAGO, IL 60660 TITAN SEC SERV INC 614 W MONROE ST IL CHICAGO , IL 60661 TOLE &ASSOCIATES INC 500 N MICHIGAN AVE IL CHICAGO, IL 60611 TOLEDO BUILDING SERVICES 2121 ADAMS STREET OH TOLEDO , OH 43604 TOTAL FACILITY MAINT INC 615 WHEAT PO BOX 726 IL WOOD DALE, IL 60191 TOTAL MAINTENANCE MGMT PO BOX 90809 TN NASHVILLE , TN 37209 TOWER RESIDENCES CONDO 1235 S PRAIRIE AVE IL CHICAGO, IL 60605 TRANSPORTATION BLDG 600 S DEARBORN ST IL CHICAGO , IL 60605 TRIAD CONSULTING SERVICES 118 N CLINTON IL CHICAGO, IL 60661 TWIN CLEANING PROF INC 1701 SOUTH 1ST AVE IL MAYWOOD , IL 60153 UNI-MAX MANAGEMENT CORP 5854 N NORTHWEST HWY IL CHICAGO, IL 60631 UNION HEALTH SERVICE 1634 W POLK ST IL CHICAGO , IL 60612 UNITED BLDG MTCE INC 165 EASY STREET IL CAROL STREAM, IL 60188 UNITED MAINTENANCE CO 1550 S INDIANA IL CHICAGO, IL 60605 UNITED NETWORK BUREAU 10330 ROOSEVELT RD IL WESTCHESTER, IL 60154 UNIVERSAL PROTECTION SERV 2552 W 135TH STREET IL BLUE ISLAND , IL 60406 UNIVERSITY PARK CONDO 1451 E 55TH STREET IL CHICAGO, IL 60615 V TOWER'S CONDO ASSOC 1221 N DEARBORN STREET IL CHICAGO , IL 60610 VISTA HOMES 5844 S STONY ISLAND IL CHICAGO, IL 60637 WATERTON RESIDENTIAL 30 S WACKER IL CHICAGO, IL 60606 Form 990, Schedule R, Part IV - Identification of Related Organizations Taxable as a Corporation or Trust

(a) (b) (c) (d) Type(e) of (f) Name, address , and EIN of Legal Direct Share of total (9) (h) Primary entity Shareare of Percentage organization activity Domicile Controlling income (C corp, S ($) end-of-year ownership (State or Entity corp, assets Foreign o r trust) ($) Country ) WE CLEAN INC 7545 W 99TH ST IL BRIDGEVIEW, IL 60455 WERE CLEANING PO BOX 11056 IL CHICAGO , IL 60611 WELLS STREET TOWER CA 701 S WELLS ST IL CHICAGO, IL 60607 WESLEY REALTY GROUP 832 CUSTER AVE IL EVANSTON , IL 60202 WEST 77 APARTMENTS 77 W HURON IL CHICAGO, IL 60654 WEST SIDE REALTY-L#705 300 S ASHLAND IL CHICAGO , IL 60607 WHELAN SECURITY OF IL INC 33 N LASALLE ST IL CHICAGO, IL 60602 WIRTZ REALTY 19TH FLOOR IL CHICAGO , IL 60611 WOLIN &LEVIN INC 325 W HURON SUITE 600 IL CHICAGO, IL 60654 ZENITH FACILITY SERVICES 27734 FRANKLIN ROAD MI SOUTHFIELD , MI 48034 ZRS MANAGEMENT 175 N HARBOR DRIVE IL CHICAGO, IL 60601 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493203001283

Depreciation and Amortization OMB No 1545-0172 Form 4562 (Including Information on Listed Property) 2011

Attachment Department of the Treasury ► See separate instructions . ► Attach to your tax return . Sequence No 179 Internal Revenue Service (99)

Name(s) shown on return Business or activity to which this form relates Identifying number LOCAL 25 SEIU WELFARE FUND FORM 990 PAGE 10 36-2857218 Election To Expense Certain Property Under Section 179 Note ; If you have any listed prop erty, complete Part V before you complete Part I. 1 Maximum amount (see instructions) 1 500,000 2 Total cost of section 179 property placed in service (see instructions) 2 3 Threshold cost of section 179 property before reduction in limitation (see instructions) 3 2,000,000 4 Reduction in limitation Subtract line 3 from line 2 If zero or less, enter -0- 4 5 Dollar limitation for tax year Subtract line 4 from line 1 If zero or less, enter -0- If married filing separately, see instructions 5

(b) Cost (business use I 6 (a) Description of property (c) Elected cost only)

7 Listed property Enter the amount from line 29 7 8 Total elected cost of section 179 property Add amounts in column (c), lines 6 and 7 8 9 Tentative deduction Enter the smaller of line 5 or line 8 9 10 Carryover of disallowed deduction from line 13 of your 2010 Form 4562 10 11 Business income limitation Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11

12 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11 12 13 Carryover of disallowed deduction to 2012 Add lines 9 and 10, less line 12 13 Note : Do not use Part II or Part III below for listed prop erty. Instead, use Part V. S p ecial De p reciation Allowance and Other De p reciation ( Do not include listed p ro rty ) (See instructions ' 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year (see instructions) 15 Property subject to section 168(f)(1) election 16 Other depreciation (including ACRS) 10,129 MACRS Depreciation ( Do not include listed property.) (See Instructions.) Section A 17 MACRS deductions for assets placed in service in tax years beginning before 2011 17 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here F Section B-Assets Placed in Service Durin 20 11 Tax Year Usin the General De p reciation Sy stem (c) Basis for (b) Month and depreciation (a) Classification of (d) Recovery (g)Depreciation year placed in (business/investment (e) Convention (f) Method property period deduction service use only-see instructions) 19a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property g 25-year property 25 yrs S/L hResidential rental 27 5 yrs MM S/L property 27 5 yrs M M S/L i Nonresidential real 39 yrs MM S/L property M M S/L Section C-Assets Placed in Service During 2011 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs S/L c40-year 40 yrs MM S/L •;^vi Summar y ( see instructions ) 21 Listed property Enter amount from line 28 21 22 Total . Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21 Enter here and on the appropriate lines of your return Partnerships and S corporations-see instructions 22 10,129 23 For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs 23 For Paperwork Reduction Act Notice, see separate instructions . Cat No 12906N Form 4562 (2011) Form 4562 (2011) Page 2 Listed Property ( Include automobiles, certain other vehicles, certain computers, and property used for entertainment, recreation, or amusement.) Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a , 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section A - De p reciation and Other Information ( Caution : See the instructions for limits for p assenger automobiles. ) 24a Do you have evidence to support the business/investment use claimed? fl Yes fl No 24b If 'Yes," is the evidence written? 1 Yes F No

(a) (b) Business/ (d) Basis for depreciation (f) (g) (h) Elected Type of property (list Date placed in investment Cost or other Recovery Method/ Depreciation/ (business/investment section 179 vehicles first) service use basis period Convention deduction use only) cost percentage

25Special depreciation allowance for qualified listed property placed in service during the tax year and used more than 50% in a qualified business use (see instructions) 25 26 Property used more than 50% in a qualified business use

27 Property used 50% or less in a qualified business use S/L- S/L- S/ L - 28 Add amounts in column ( h), lines 25 through 27 Enter here and on line 21, page 1 28 29 Add amounts in column ( i), line 26 Enter here and on line 7, page 1 29 Section B-Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other more than 5% owner," or related person If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles a) (b) (c) (d) (e) (f) 30Total business/investment miles driven during the ( Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6 year ( do not inc l u d e commu t ing mi l es)

31 Total commuting miles driven during the year 32 Total other persona I(noncommuting) miles driven 33 Total miles driven during the year Add lines 30 through 32 . 34 Was the vehicle available for personal use Yes No Yes No Yes No Yes No Yes No Yes No during off-duty hours? . 35 Was the vehicle used primarily by a more than 5% owner or related person? . 36Is another vehicle available for personal use? Section C-Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5% owners or related persons (see instructions) 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting , by your Yes No employees?

38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . 39 Do you treat all use of vehicles by employees as personal use? 40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? 41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions ) . . . Note : If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section B for the covered vehicles Amortization

(a) Date A morteization Amortizable Amortization for Description of costs amortization Code period or amount section this year begins percentage 42 Amortization of costs that begins during your 2011 tax year ( see instructions)

43 Amortization of costs that began before your 2011 tax year 43 44 Total . Add amounts in column (f) See the instructions for where to report 44 Form 4562(2011) l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493203001283

Depreciation and Amortization OMB No 1545-0172 Form 4562 (Including Information on Listed Property) 2011

Attachment Department of the Treasury ► See separate instructions. ► Attach to your tax return. Sequence No 179 Internal Revenue Service (99)

Name ( s) shown on return Business or activity to which this form relates Identifying number LOCAL 25 SEIU WELFARE FUND OFFICE BUILDING 1634 WEST POLK STREET, C 36-2857218 Election To Expense Certain Property Under Section 179 Note ; If you have any listed prop erty, complete Part V before you complete Part I. 1 Maximum amount ( see instructions ) 1 500,000 2 Total cost of section 179 property placed in service (see instructions ) 2 3 Threshold cost of section 179 property before reduction in limitation ( see instructions ) 3 2,000,000 4 Reduction in limitation Subtract line 3 from line 2 If zero or less, enter - 0- 4 5 Dollar limitation for tax year Subtract line 4 from line 1 If zero or less, enter -0- If married filing separately , see instructions 5

(b) Cost (business use I 6 (a) Description of property (c) Elected cost only)

7 Listed property Enter the amount from line 29 7 8 Total elected cost of section 179 property Add amounts in column (c), lines 6 and 7 8 9 Tentative deduction Enter the smaller of line 5 or line 8 9 10 Carryover of disallowed deduction from line 13 of your 2010 Form 4562 10 11 Business income limitation Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11

12 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11 12 13 Carryover of disallowed deduction to 2012 Add lines 9 and 10, less line 12 13 Note : Do not use Part II or Part III below for listed prop erty. Instead, use Part V. S p ecial De p reciation Allowance and Other De p reciation ( Do not include listed p ro rty ) (See instructions ' 14 Special depreciation allowance for qualified property (other than listed property) placed in service during the tax year (see instructions) 15 Property subject to section 168(f)(1) election 16 Other depreciation (including ACRS) 92,866 MACRS Depreciation ( Do not include listed property.) (See Instructions.) Section A 17 MACRS deductions for assets placed in service in tax years beginning before 2011 17 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here F Section B-Assets Placed in Service Durin 20 11 Tax Year Usin the General De p reciation Sy stem (c) Basis for (b) Month and depreciation (a) Classification of (d) Recovery (g)Depreciation year placed in (business/investment (e) Convention (f) Method property period deduction service use only-see instructions) 19a 3-year property b 5-year property c 7-year property d 10-year property e 15-year property f 20-year property g 25-year property 25 yrs S/L hResidential rental 27 5 yrs MM S/L property 27 5 yrs M M S/L i Nonresidential real 39 yrs MM S/L property M M S/L Section C-Assets Placed in Service During 2011 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs S/L c40-year 40 yrs MM S/L •;^vi Summar y ( see instructions ) 21 Listed property Enter amount from line 28 21 22 Total . Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21 Enter here and on the appropriate lines of your return Partnerships and S corporations-see instructions 22 92,866 23 For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs 23 For Paperwork Reduction Act Notice, see separate instructions . Cat No 12906N Form 4562 (2011) Form 4562 (2011) Page 2 Listed Property ( Include automobiles , certain other vehicles, certain computers, and property used for entertainment, recreation , or amusement.) Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a , 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section A - De p reciation and Other Information ( Caution : See the instructions for limits for p assenger automobiles. ) 24a Do you have evidence to support the business/ investment use claimed? fl Yes fl No 24b If 'Yes ," is the evidence written? 1 Yes F No

(a) (b) Business/ (d) Basis for depreciation (f) (g) (h) Elected Type of property (list Date placed in investment Cost or other Recovery Method/ Depreciation/ (business/investment section 179 vehicles first) service use basis period Convention deduction use only) cost percentage

25Special depreciation allowance for qualified listed property placed in service during the tax year and used more than 50% in a qualified business use (see instructions) 25 26 Property used more than 50% in a qualified business use

27 Property used 50% or less in a qualified business use S/L- S/L- S/ L - 28 Add amounts in column ( h), lines 25 through 27 Enter here and on line 21 , page 1 28 29 Add amounts in column ( i), line 26 Enter here and on line 7, page 1 29 Section B-Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other more than 5% owner," or related person If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles a) (b) (c) (d) (e) (f) 30Total business/investment miles driven during the ( Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6 year ( do not inc l u d e commu t ing mi l es)

31 Total commuting miles driven during the year 32 Total other persona I(noncommuting) miles driven 33 Total miles driven during the year Add lines 30 through 32 . 34 Was the vehicle available for personal use Yes No Yes No Yes No Yes No Yes No Yes No during off-duty hours? . 35 Was the vehicle used primarily by a more than 5% owner or related person? . 36Is another vehicle available for personal use? Section C-Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5% owners or related persons (see instructions) 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your Yes No employees?

38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners . 39 Do you treat all use of vehicles by employees as personal use? 40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? 41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions ) . . . Note : If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section B for the covered vehicles Amortization

(a) Date A morteization Amortizable Amortization for Description of costs amortization Code period or amount section this year begins percentage 42 Amortization of costs that begins during your 2011 tax year ( see instructions)

43 Amortization of costs that began before your 2011 tax year 43 44 Total . Add amounts in column (f) See the instructions for where to report 44 Form 4562(2011)