Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WILLIAM J & GERTRUDE R CASPER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)US BANK NA P O BOX 2043   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

39-6484669
B Telephone number (see instructions)

(414) 765-5118
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,694,787J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 4,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 503,558 505,740  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,647,699
b Gross sales price for all assets on line 6a 9,389,017
7 Capital gain net income (from Part IV, line 2)... 1,647,699
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,155,257 2,153,439  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,979 100,783   50,196
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,269 8,517   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 215 17    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,963 109,317 0 51,696
25 Contributions, gifts, grants paid........ 861,550 861,550
26 Total expenses and disbursements. Add lines 24 and 25 1,040,513 109,317 0 913,246
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,114,744
b Net investment income (if negative, enter -0-) 2,044,122
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 164,549 293,198 293,198
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 860,693 Click to see attachment676,307 693,471
b Investments—corporate stock (attach schedule)........ 2,746,552 Click to see attachment5,233,190 6,437,053
c Investments—corporate bonds (attach schedule)........ 1,875,580 Click to see attachment1,702,646 1,773,426
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,334,770 Click to see attachment9,178,341 10,497,639
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,982,144 17,083,682 19,694,787
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 15,982,144 17,083,682
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 15,982,144 17,083,682
31 Total liabilities and net assets/fund balances (see instructions).. 15,982,144 17,083,682
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 15,982,144
2 Enter amount from Part I, line 27a..................... 2 1,114,744
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 18
4 Add lines 1, 2, and 3.......................... 4 17,096,906
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 13,224
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 17,083,682
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 336. AMGEN INC   2013-03-14 2014-06-02
b 116. AMGEN INC   2013-09-12 2014-06-02
c 75. MONSANTO CO     2014-06-02
d 31. BALCHEM CORP   2009-06-17 2014-06-10
e 86. OLD DOMINION FGHT LINE INC   2013-02-22 2014-06-10
168. KOSS CORP     2014-06-11
37. KOSS CORP   2010-08-02 2014-06-12
.5 NOW INC DE W I   2012-06-26 2014-06-23
655. EXPRESS SCRIPTS HLDGS C     2014-07-01
125000. ORACLE CORP 3.750% 7/08/14   2011-01-06 2014-07-08
141. APPLE INC   2013-01-25 2014-07-14
110000. BELLSOUTH CORP 5.200% 9/15/14   2009-08-24 2014-07-15
84. ASML HOLDING NV NY REG SHS   2013-05-09 2014-07-15
76. SHIRE PLC A D R     2014-07-17
.9286 SEVENTY SEVEN ENERGY INC   2014-05-27 2014-07-22
933.786 NUVEEN REAL ESTATE SECS I   2012-12-14 2014-07-25
3440.452 NUVEEN DIVIDEND VALUE FUND CLASS I   2013-10-29 2014-07-25
15693.444 ROBECO BOSTON PARTNERS L S RSRCH   2013-08-26 2014-07-25
1274.735 T ROWE PRICE MID CAP VALUE FD INC   2012-12-14 2014-07-25
2245.803 VANGUARD INTL GRWTH FD CL ADM     2014-07-25
. CITIGROUP INC     2014-07-28
548. FOREST LABS INC     2014-07-30
118. SEVENTY SEVEN ENERGY INC     2014-07-31
168. PIKE CORPORATION   2013-08-05 2014-08-04
62. DIAGEO PLC SPONSORED A D R     2014-08-05
50. PORTFOLIO RECOVERY ASSOCIATES   2012-07-06 2014-08-05
.1688 ACTAVIS PLC   2012-01-23 2014-08-06
55. CHEMED CORP   2012-07-06 2014-08-12
192. EBIX INC   2012-07-06 2014-08-12
76. GRAND CANYON EDUCATION INC   2012-07-06 2014-08-15
346. UNITED PARCEL SERVICE INC CL B   2013-12-16 2014-08-18
84. AUTOLIV INC   2013-06-21 2014-08-20
23290.524 AQR MANAGED FUTURES STR I   2013-08-26 2014-09-15
4201.681 LAUDUS INTERNATIONAL MARKETMASTERS   2013-10-29 2014-09-15
8503.906 LAUDUS INTERNATIONAL MARKETMASTERS   2012-05-15 2014-09-15
3782.237 VANGUARD INTL GRWTH FD CL ADM     2014-09-15
53. RALPH LAUREN CORP     2014-09-16
1277.629 T ROWE PRICE MID CAP GROWTH FD #64   2011-06-16 2014-09-19
3011.141 T ROWE PRICE MID CAP VALUE FD INC     2014-09-19
184. TRIMBLE NAV LTD     2014-09-25
.2 ASTRONICS CORP CL B   2012-11-12 2014-09-29
81. ASTRONICS CORP   2012-11-12 2014-10-01
63. FREIGHTCAR AMER INC   2014-03-31 2014-10-01
273. TRIMBLE NAV LTD     2014-10-07
121. WALGREEN CO   2012-09-06 2014-10-07
243. ARM HLDGS PLC A D R     2014-10-10
77. ROCKWELL AUTOMATION INC     2014-10-14
63. PERRIGO CO PLC     2014-10-14
16. ASTRONICS CORP CL B   2012-11-12 2014-10-16
6. ASTRONICS CORP CL B   2014-10-14 2014-10-16
255. LAKELAND INDUSTRIES INC     2014-10-16
180000. F H L M C M T N 5.125% 11/17/17   2007-11-16 2014-10-21
398. SUNTRUST BKS INC     2014-10-22
108. APPLE INC     2014-10-28
293. URBAN OUTFITTERS INC     2014-10-29
58. MONSANTO CO   2013-09-06 2014-11-03
1296. ORACLE CORPORATION     2014-11-04
71. SCHEIN HENRY INC     2014-11-04
95989.544 ABERDEEN FDS EMRGN     2014-11-12
26280.01 ABERDEEN FDS EMRGN   2014-09-15 2014-11-12
6710.55 NUVEEN REAL ESTATE SECS I     2014-11-12
15138.054 PRINCIPAL GL R E SEC INS     2014-11-12
15776.255 LAUDUS INTERNATIONAL MARKETMASTERS   2012-05-15 2014-11-12
5019.912 VANGUARD INTL GRWTH FD CL ADM     2014-11-12
6. THE PRICELINE GROUP INC     2014-11-14
85. BERKSHIRE HATHAWAY INC CL B   2014-11-13 2014-11-18
209. CAMERON INTERNATIONAL CORP     2014-11-26
210. MASTEC INC   2014-02-04 2014-11-26
. AMERICAN INTL GROUP INC     2014-12-01
311. C J ENERGY SERVICES INC     2014-12-03
251. C J ENERGY SERVICES INC     2014-12-03
105. CHEESECAKE FACTORY INC   2012-07-06 2014-12-05
111. MEDNAX INC   2012-07-06 2014-12-05
1356. EMC CORPORATION     2014-12-08
20. J & J SNACK FOODS CORP   2014-11-13 2014-12-17
83. RESTORATION HARDWARE HOLDING   2013-10-14 2014-12-17
41. APPLE INC   2014-11-13 2014-12-22
. FANNIE MAE     2014-12-23
220. MITCHAM INDS INC   2013-11-22 2014-12-23
192. MITCHAM INDS INC     2014-12-23
99. LAS VEGAS SANDS CORP   2014-05-08 2014-12-26
37. VALEANT PHARMACEUTICALS INTE   2014-06-24 2014-12-26
98. VALEANT PHARMACEUTICALS INTE   2013-01-29 2014-12-26
220. K12 INC   2013-05-03 2014-12-29
179. K12 INC     2014-12-29
134. MAXIMUS INC   2012-07-06 2015-01-07
33. PALO ALTO NETWORKS INC   2014-04-17 2015-01-07
206. ROADRUNNER TRANSPORTATION SY   2013-11-07 2015-01-07
166. ROADRUNNER TRANSPORTATION SY     2015-01-07
57. STRATASYS LTD   2014-01-16 2015-01-07
416. AMERICAN EAGLE OUTFITTERS   2014-11-13 2015-01-13
1306. AMERICAN EAGLE OUTFITTERS   2012-12-04 2015-01-13
146. FLUOR CORP     2015-01-13
101. QUALCOMM INC     2015-01-13
814. XL GROUP PLC   2013-06-04 2015-01-13
263. XL GROUP PLC   2014-11-13 2015-01-13
144. HAIN CELESTIAL GROUP INC COM   2013-03-20 2015-01-20
1458.255 NUVEEN REAL ESTATE SECS I   2013-12-16 2015-01-20
1751.394 PRINCIPAL GL R E SEC INS   2014-04-11 2015-01-20
225. SPLUNK INC     2015-01-26
135. ARM HLDGS PLC A D R   2013-07-10 2015-01-27
53. ARM HLDGS PLC A D R   2014-07-25 2015-01-27
34. STEPAN CO   2011-10-07 2015-01-30
27. STEPAN CO     2015-01-30
32. TOOTSIE ROLL INDS   2009-04-02 2015-01-30
27. TOOTSIE ROLL INDS     2015-01-30
2288. WEATHERFORD INTERNATIONAL PL     2015-02-04
227. COGNIZANT TECH SOLUTIONS CL A     2015-02-06
60. PRECISION CASTPARTS CORP     2015-02-06
689. QUALCOMM INC     2015-02-09
224. QUALCOMM INC   2014-11-13 2015-02-09
342. BUNGE LIMITED   2013-11-11 2015-02-13
110. BUNGE LIMITED   2014-11-13 2015-02-13
247. ADOBE SYS INC     2015-02-18
110. ALIBABA GROUP HOLDING LTD A D R   2014-09-22 2015-02-18
54. AMAZON COM INC     2015-02-18
67. AMERIPRISE FINL INC   2014-03-24 2015-02-18
133. AMERIPRISE FINL INC     2015-02-18
114. ANADARKO PETROLEUM CORP     2015-02-18
109. ANADARKO PETROLEUM CORP     2015-02-18
221. ANALOG DEVICES INC     2015-02-18
118. ANALOG DEVICES INC   2014-10-10 2015-02-18
144. ANHEUSER BUSCH INBEV NV A D R     2015-02-18
64. BIOGEN, INC     2015-02-18
59. BLACKROCK INC     2015-02-18
326. BORG-WARNER AUTOMOTIVE INC COM     2015-02-18
222. CELGENE CORP     2015-02-18
108. CERNER CORPORATION   2014-04-10 2015-02-18
176. CERNER CORPORATION     2015-02-18
128. COSTCO WHSL CORP     2015-02-18
187. DANAHER CORP     2015-02-18
92. DISNEY WALT CO   2015-01-20 2015-02-18
124. DISNEY WALT CO     2015-02-18
182. FLOWSERVE CORP     2015-02-18
345. GRIFOLS SA A D R     2015-02-18
600. HD SUPPLY HOLDINGS INC     2015-02-18
152. HAIN CELESTIAL GROUP INC COM   2014-07-25 2015-02-18
78. HAIN CELESTIAL GROUP INC COM   2013-03-20 2015-02-18
158. HARMAN INTL INDS INC NEW COM W/RIGHTS ATTACHED EXP 12/27/2009     2015-02-18
123. LAUDER ESTEE COS INC CL A     2015-02-18
56. LINKEDIN CORP A     2015-02-18
39. MCKESSON CORPORATION   2015-01-26 2015-02-18
450. MICROSOFT CORP     2015-02-18
73. MONSANTO CO     2015-02-18
183. NOVARTIS AG A D R   2014-12-26 2015-02-18
79. PALO ALTO NETWORKS INC   2014-04-17 2015-02-18
84. PIONEER NAT RES CO COM W/RIGHTS ATTACHED EXP 7/31/2011     2015-02-18
38. PIONEER NAT RES CO COM W/RIGHTS ATTACHED EXP 7/31/2011   2014-11-26 2015-02-18
117. RESTORATION HARDWARE HOLDING     2015-02-18
27. RESTORATION HARDWARE HOLDING   2013-10-14 2015-02-18
99. ROCKWELL COLLINS INC   2015-02-06 2015-02-18
104. SCHEIN HENRY INC   2009-06-17 2015-02-18
66. SHIRE PLC A D R     2015-02-18
216. STARBUCKS CORP     2015-02-18
204. STARWOOD HOTELS & RESORTS     2015-02-18
137. THERMO FISHER SCIENTIFIC INC     2015-02-18
247. TRINET GROUP INC   2015-01-20 2015-02-18
194. UNION PACIFIC CORP     2015-02-18
167. UNITED RENTALS INC     2015-02-18
149. UNITED TECHNOLOGIES CORP     2015-02-18
160. V F CORP   2012-09-19 2015-02-18
121. V F CORP   2014-02-19 2015-02-18
8. VISA INC   2013-12-20 2015-02-18
134. WALGREENS BOOTS ALLIANCE INC   2012-09-06 2015-02-18
184. ACCENTURE PLC CL A   2015-01-13 2015-02-18
170. MICHAEL KORS HOLDINGS LLD     2015-02-18
107. NXP SEMICONDUCTORS NV   2015-01-27 2015-02-18
292. STERICYCLE INC     2015-02-19
71. STERICYCLE INC   2015-02-18 2015-02-19
234. VARIAN MED SYS INC     2015-02-19
119. ABAXIS INC     2015-02-24
138. ABAXIS INC   2012-07-06 2015-02-24
273. ADVISORY BOARD CO     2015-02-24
115. ADVISORY BOARD CO     2015-02-24
87. AMPCO-PITTSBURG CORP     2015-02-24
108. AMPCO-PITTSBURG CORP     2015-02-24
118. APOGEE ENTERPRISES INC     2015-02-24
151. APOGEE ENTERPRISES INC   2010-11-29 2015-02-24
233. APTAR GROUP INC     2015-02-24
234. APTAR GROUP INC     2015-02-24
127. ASTEC INDUSTRIES INC     2015-02-24
167. ASTEC INDUSTRIES INC     2015-02-24
88. ATHENAHEALTH INC     2015-02-24
45. ATHENAHEALTH INC     2015-02-24
8. ATRION CORPORATION     2015-02-24
10. ATRION CORPORATION   2009-04-02 2015-02-24
36. BADGER METER INC     2015-02-24
44. BADGER METER INC   2009-04-02 2015-02-24
108. BALDWIN LYONS INC CL B   2013-10-02 2015-02-24
85. BALDWIN LYONS INC CL B     2015-02-24
45. BAR HBR BANKSHARES     2015-02-24
54. BAR HBR BANKSHARES   2009-04-02 2015-02-24
236. BEACON ROOFING SUPPLY INC   2012-07-06 2015-02-24
327. BEACON ROOFING SUPPLY INC     2015-02-24
183. BIO-REFERENCE LABS INC     2015-02-24
215. BIO-REFERENCE LABS INC   2012-07-06 2015-02-24
69. BIO TECHNE CORP     2015-02-24
83. BIO TECHNE CORP     2015-02-24
61. BUCKLE INC     2015-02-24
49. BUCKLE INC     2015-02-24
172. CPI AEROSTRUCTURES INC   2010-12-02 2015-02-24
140. CPI AEROSTRUCTURES INC     2015-02-24
195. CABOT MICROELECTRONICS CORPORATION     2015-02-24
240. CABOT MICROELECTRONICS CORPORATION     2015-02-24
164. CAL MAINE FOODS INC     2015-02-24
212. CAL MAINE FOODS INC   2010-10-19 2015-02-24
28. CARBO CERAMICS INC   2014-12-23 2015-02-24
84. CASS INFORMATION SYSTEMS INC     2015-02-24
100. CASS INFORMATION SYSTEMS INC   2012-07-06 2015-02-24
281. CEPHEID INC     2015-02-24
337. CEPHEID INC     2015-02-24
150. CHANNELADVISOR CORP   2014-01-15 2015-02-24
121. CHANNELADVISOR CORP     2015-02-24
142. CHEESECAKE FACTORY INC     2015-02-24
79. CHEESECAKE FACTORY INC   2012-07-06 2015-02-24
61. CHEMED CORP     2015-02-24
75. CHEMED CORP   2012-07-06 2015-02-24
58. COLUMBUS MCKINNON CORPORATION   2009-04-02 2015-02-24
251. COLUMBUS MCKINNON CORPORATION     2015-02-24
38. COSTAR GROUP INC   2012-07-06 2015-02-24
76. COSTAR GROUP INC     2015-02-24
76. CUBIC CORP   2009-04-02 2015-02-24
62. CUBIC CORP     2015-02-24
85.6 DAWSON GEOPHYSICAL CO     2015-02-24
70.4 DAWSON GEOPHYSICAL CO     2015-02-24
179. DEALERTRACK HLDGS INC     2015-02-24
226. DEALERTRACK HLDGS INC   2012-07-06 2015-02-24
290. DIGI INTERNATIONAL INC     2015-02-24
360. DIGI INTERNATIONAL INC   2012-07-06 2015-02-24
189. DORMAN PRODUCTS INC     2015-02-24
60. DRIL QUIP INC     2015-02-24
50. DRIL QUIP INC     2015-02-24
199. ECHO GLOBAL LOGISTICS INC   2012-07-06 2015-02-24
162. ECHO GLOBAL LOGISTICS INC     2015-02-24
102. ESPEY MFG & ELECTRONICS CORP     2015-02-24
132. ESPEY MFG & ELECTRONICS CORP     2015-02-24
142. FINANCIAL ENGINES INC     2015-02-24
136. FINANCIAL ENGINES INC   2012-07-06 2015-02-24
84. FIRST LONG ISLAND CORP     2015-02-24
110. FIRST LONG ISLAND CORP   2009-04-02 2015-02-24
81. FIVE BELOW   2013-05-02 2015-02-24
269. FIVE BELOW     2015-02-24
286. FLOWERS FOODS INC     2015-02-24
232. FLOWERS FOODS INC     2015-02-24
71. FORWARD AIR CORP     2015-02-24
89. FORWARD AIR CORP   2012-07-06 2015-02-24
173. FOSTER L B CO CL A     2015-02-24
217. FOSTER L B CO CL A     2015-02-24
276. FREIGHTCAR AMER INC     2015-02-24
76. FRESH MARKET INC     2015-02-24
99. FRESH MARKET INC   2012-07-06 2015-02-24
711. FURMANITE CORPORATION     2015-02-24
452. GENTEX CORP     2015-02-24
564. GENTEX CORP     2015-02-24
454. GORMAN RUPP CO     2015-02-24
550. GORMAN RUPP CO     2015-02-24
248. GRAHAM CORP     2015-02-24
123. GRAHAM CORP   2009-04-02 2015-02-24
66. GRAND CANYON EDUCATION INC   2014-11-13 2015-02-24
506. GRANITE CONSTRUCTION INC     2015-02-24
408. GRANITE CONSTRUCTION INC     2015-02-24
228. GULF IS FABRICATION INC     2015-02-24
304. GULF IS FABRICATION INC     2015-02-24
126. GULFMARK OFFSHORE INC CL A     2015-02-24
155. GULFMARK OFFSHORE INC CL A     2015-02-24
324. HARDINGE INC     2015-02-24
392. HARDINGE INC     2015-02-24
63. HAWKINS INC     2015-02-24
78. HAWKINS INC   2009-04-02 2015-02-24
410. HEALTHCARE SVCS GROUP INC     2015-02-24
31. HINGHAM INSTITUTION FOR SAVINGS   2013-10-07 2015-02-24
26. HINGHAM INSTITUTION FOR SAVINGS     2015-02-24
498. HOOKER FURNITURE CORP     2015-02-24
142. HYSTER YALE MATERIALS W I     2015-02-24
45. ICU MEDICAL INC     2015-02-24
48. ICU MEDICAL INC   2009-04-02 2015-02-24
118. IPC HEALTHCARE INC   2012-07-06 2015-02-24
107. IPC HEALTHCARE INC     2015-02-24
353. INNERWORKINGS INC   2012-07-06 2015-02-24
264. INNERWORKINGS INC     2015-02-24
187. J & J SNACK FOODS CORP   2009-04-02 2015-02-24
132. J & J SNACK FOODS CORP     2015-02-24
281. JOHNSON OUTDOORS INC CL A     2015-02-24
220. JOHNSON OUTDOORS INC CL A     2015-02-24
171. K M G CHEMICALS INC   2009-04-02 2015-02-24
143. K M G CHEMICALS INC     2015-02-24
166. KANSAS CITY LIFE INS CO     2015-02-24
123. KEWAUNEE SCIENTIFIC CORP     2015-02-24
82. LSB INDS INC     2015-02-24
506. L S I INDUSTRIES INC     2015-02-24
625. L S I INDUSTRIES INC     2015-02-24
116. LAKELAND INDUSTRIES INC   2009-04-02 2015-02-24
262. LAKELAND INDUSTRIES INC     2015-02-24
234. M F R I INC     2015-02-24
318. M F R I INC     2015-02-24
84. M K S INSTRUMENTS INC     2015-02-24
106. M K S INSTRUMENTS INC     2015-02-24
83. MSA SAFETY INC     2015-02-24
103. MSA SAFETY INC     2015-02-24
313. MARCUS CORP     2015-02-24
1592. MARCUS CORP     2015-02-24
99. MARTEN TRANSPORTATION LTD     2015-02-24
114. MARTEN TRANSPORTATION LTD   2009-04-02 2015-02-24
82. MEDNAX INC   2012-07-06 2015-02-24
155. MEDNAX INC     2015-02-24
189. MERIT MED SYS INC     2015-02-24
229. MERIT MED SYS INC   2009-04-02 2015-02-24
101. MILLER INDUSTRIES INC     2015-02-24
124. MILLER INDUSTRIES INC   2013-10-22 2015-02-24
187. MOBILE MINI INC     2015-02-24
249. MOBILE MINI INC     2015-02-24
187. MONARCH CASINO & RESORT INC     2015-02-24
223. MONARCH CASINO & RESORT INC     2015-02-24
294. NATIONAL INSTRS CORP     2015-02-24
379. NATIONAL INSTRS CORP     2015-02-24
83. NATIONAL PRESTO INDS INC   2009-04-02 2015-02-24
67. NATIONAL PRESTO INDS INC     2015-02-24
220. NEOGEN CORP   2012-07-06 2015-02-24
175. NEOGEN CORP     2015-02-24
85. OIL DRI CORP AMER   2011-12-23 2015-02-24
69. OIL DRI CORP AMER     2015-02-24
148. PRA GROUP INC     2015-02-24
184. PRA GROUP INC   2012-07-06 2015-02-24
310. PEGASYSTEMS INC     2015-02-24
237. PEGASYSTEMS INC     2015-02-24
66. POWELL INDS INC     2015-02-24
48. POWELL INDS INC     2015-02-24
96. POWER INTEGRATIONS INC     2015-02-24
129. POWER INTEGRATIONS INC   2012-07-06 2015-02-24
260. PROS HOLDINGS INC     2015-02-24
97. PROTO LABS INC   2013-04-19 2015-02-24
140. PROTO LABS INC     2015-02-24
148. RPC ENERGY SVCS INC     2015-02-24
186. RPC ENERGY SVCS INC   2012-01-11 2015-02-24
385. RITCHIE BROS AUCTIONEERS INC     2015-02-24
476. RITCHIE BROS AUCTIONEERS INC     2015-02-24
314. ROLLINS INC     2015-02-24
395. ROLLINS INC   2012-07-06 2015-02-24
151. SPS COMMERCE INC   2012-07-06 2015-02-24
115. SPS COMMERCE INC     2015-02-24
50. SANDERSON FARMS INC     2015-02-24
45. SANDERSON FARMS INC     2015-02-24
179. SCIQUEST INC     2015-02-24
231. SCIQUEST INC     2015-02-24
284. SEMTECH CORP   2012-07-06 2015-02-24
216. SEMTECH CORP     2015-02-24
135. SIFCO INDS INC     2015-02-24
166. SIFCO INDS INC     2015-02-24
201. SPAN AMERICA MEDICAL SYS INC   2009-04-02 2015-02-24
167. SPAN AMERICA MEDICAL SYS INC     2015-02-24
68. STARRETT L S CO     2015-02-24
80. STARRETT L S CO   2009-04-02 2015-02-24
268. STURM RUGER & CO INC     2015-02-24
525. STURM RUGER & CO INC     2015-02-24
127. SUN HYDRAULICS CORP     2015-02-24
158. SUN HYDRAULICS CORP   2009-04-02 2015-02-24
273. SYNALLOY CORP     2015-02-24
222. SYNALLOY CORP     2015-02-24
245. TILE SHOP HLDGS INC     2015-02-24
413. TILE SHOP HLDGS INC   2014-01-15 2015-02-24
147. TWIN DISC INC     2015-02-24
190. TWIN DISC INC     2015-02-24
103. ULTIMATE SOFTWARE GROUP INC   2012-07-06 2015-02-24
81. ULTIMATE SOFTWARE GROUP INC     2015-02-24
312. UNIT CORP     2015-02-24
425. UNIT CORP     2015-02-24
163. UNITED NAT FOODS INC   2012-07-06 2015-02-24
126. UNITED NAT FOODS INC     2015-02-24
197. UTAH MED PRODS INC     2015-02-24
159. UTAH MED PRODS INC     2015-02-24
22. VALUE LINE INC     2015-02-24
34. VALUE LINE INC     2015-02-24
103. VERINT SYSTEMS INC     2015-02-24
138. VERINT SYSTEMS INC   2012-07-06 2015-02-24
133. WEIS MKTS INC     2015-02-24
164. WEIS MKTS INC     2015-02-24
69. ZEP INC     2015-02-24
56. ZEP INC     2015-02-24
65. STRATASYS LTD   2012-12-03 2015-02-24
52. STRATASYS LTD     2015-02-24
198. WABASH NATL CORP   2015-02-24 2015-02-25
.64 DAWSON GEOPHYSICAL CO   2009-04-02 2015-02-26
27. AKORN INC   2015-02-24 2015-02-27
29. CYBERONICS INC   2015-02-24 2015-02-27
29. RYMAN HOSPITALITY PROPERTIES   2015-02-24 2015-02-27
64. ENANTA PHARMACEUTICALS INC   2015-02-24 2015-03-09
80. PORTLAND GENERAL ELECTRIC COMPANY   2015-02-24 2015-03-09
84. CHESAPEAKE LODGING TRUST   2015-02-24 2015-03-11
94. CINEMARK HLDGS INC   2015-02-24 2015-03-11
202. SUMMIT HOTEL PROPERTIES INC   2015-02-24 2015-03-11
71. IGATE CORPORATION   2015-02-24 2015-03-12
80. PORTLAND GENERAL ELECTRIC COMPANY   2015-02-24 2015-03-12
276. INTEGRATED SILICON SOLUTION INC   2015-02-24 2015-03-13
30. LITTELFUSE INC   2015-02-24 2015-03-13
114. PORTLAND GENERAL ELECTRIC COMPANY   2015-02-24 2015-03-17
59. ENANTA PHARMACEUTICALS INC   2015-02-24 2015-03-19
30. LITTELFUSE INC   2015-02-24 2015-03-23
28. WELLCARE HEALTH PLANS INC   2015-02-24 2015-03-23
33. ACADIA HEALTHCARE CO INC   2015-02-24 2015-03-25
217. DEPOMED INC   2015-02-24 2015-03-26
62. ENANTA PHARMACEUTICALS INC   2015-02-24 2015-03-26
28. AMAG PHARMACEUTICALS INC   2015-02-24 2015-03-27
45. ACADIA HEALTHCARE CO INC   2015-02-24 2015-03-27
35. MAXIMUS INC   2012-07-06 2015-03-27
64. ENANTA PHARMACEUTICALS INC   2015-02-24 2015-03-30
107. HORIZON PHARMA PLC   2015-03-19 2015-04-02
45. AMSURG CORP   2015-02-24 2015-04-06
43. AMAG PHARMACEUTICALS INC   2015-02-24 2015-04-07
24. LANNETT CO INC   2015-02-24 2015-04-10
. CLASS ACTION PROCEEDS     2015-04-15
55. EMERGENT BIOSOLUTIONS INC   2015-02-24 2015-04-16
273. INTEGRATED SILICON SOLUTION INC   2015-02-24 2015-04-17
86. STONE ENERGY CORP   2015-02-24 2015-04-17
44. DEPOMED INC   2015-02-24 2015-04-20
71. TRIUMPH GRP INC NEW COM   2015-02-24 2015-04-20
31. AKORN INC   2015-03-04 2015-04-21
40. HORACE MANN EDUCATORS CORP   2015-02-24 2015-04-21
118. MEDASSETS INC   2015-02-24 2015-04-23
85. RPX CORP   2015-02-24 2015-04-23
67. TRIUMPH GRP INC NEW COM   2015-02-24 2015-04-23
114. ARRIS GROUP INC   2015-02-24 2015-04-24
118. ALLSTATE CORP   2012-12-04 2015-04-27
153. APPLE INC     2015-04-27
81. BERKSHIRE HATHAWAY INC CL B   2015-02-18 2015-04-27
325. BROADCOM CORP CL A     2015-04-27
243. CBS CORP CLASS B NON VOTING     2015-04-27
109. C H ROBINSON WORLDWIDE INC   2015-01-13 2015-04-27
339. CHESAPEAKE ENERGY CORP   2014-05-27 2015-04-27
499. COACH INC     2015-04-27
10. COACH INC   2015-02-18 2015-04-27
223. COGNIZANT TECH SOLUTIONS CL A   2015-02-18 2015-04-27
49. CUMMINS INC   2014-11-13 2015-04-27
159. DANAHER CORP     2015-04-27
131. DARDEN RESTAURANTS INC   2015-01-13 2015-04-27
234. DOW CHEM CO   2014-04-01 2015-04-27
150. EMC CORPORATION   2014-11-13 2015-04-27
389. EMC CORPORATION   2014-11-13 2015-04-27
372. ELECTRONIC ARTS INC   2013-09-17 2015-04-27
165. EXPEDIA INC   2014-03-13 2015-04-27
235. EXPRESS SCRIPTS HLDGS C     2015-04-27
105. F5 NETWORKS INC   2014-11-13 2015-04-27
330. GANNETT INC   2014-02-24 2015-04-27
18. GOOGLE INC CL A   2012-08-20 2015-04-27
16. GOOGLE INC CL C     2015-04-27
209. HAIN CELESTIAL GROUP INC COM   2014-03-05 2015-04-27
189. J P MORGAN CHASE CO   2013-12-23 2015-04-27
149. LKQ CORP   2014-11-13 2015-04-27
223. LINCOLN NATIONAL CORP   2014-02-24 2015-04-27
32. LINKEDIN CORP A   2014-11-04 2015-04-27
150. LOWES CO INC   2012-03-06 2015-04-27
21.00063 M T BANK CORP   2014-11-13 2015-04-27
61.99937 M T BANK CORP   2014-11-13 2015-04-27
124. MASTERCARD INC     2015-04-27
36. MEAD JOHNSON NUTRITION CO   2015-02-18 2015-04-27
371. NATIONAL OILWELL VARCO INC     2015-04-27
4453.682 NUVEEN DIVIDEND VALUE FUND CLASS I   2014-11-14 2015-04-27
794. ON SEMICONDUCTOR CORPORATION   2015-02-13 2015-04-27
207. POST HOLDINGS INC   2015-02-09 2015-04-27
14. THE PRICELINE GROUP INC     2015-04-27
113. PROCTER & GAMBLE CO   2014-11-13 2015-04-27
216. QUALCOMM INC     2015-04-27
300. QUANTA SVCS INC   2014-11-13 2015-04-27
184. SCHLUMBERGER LTD   2014-11-13 2015-04-27
108. SCHLUMBERGER LTD   2014-11-13 2015-04-27
172. SKYWORKS SOLUTIONS INC COM   2014-01-21 2015-04-27
54. STERICYCLE INC   2015-02-18 2015-04-27
230. SUNTRUST BKS INC   2012-05-04 2015-04-27
242. TEVA PHARMACEUTICAL INDS LTD A D R   2015-02-05 2015-04-27
80. VARIAN MED SYS INC   2011-08-08 2015-04-27
206. VERISK ANALYTICS INC CL A   2011-08-22 2015-04-27
123. VISA INC     2015-04-27
38. ACTAVIS PLC   2012-01-23 2015-04-27
123. ENDO INTERNATIONAL PLC   2013-06-03 2015-04-27
98. MALLINCKRODT PLC   2013-12-16 2015-04-27
133. PERRIGO CO PLC     2015-04-27
130. CORE LABORATORIES N V     2015-04-27
21. AMAG PHARMACEUTICALS INC   2015-02-24 2015-04-28
134. MEDASSETS INC   2015-02-24 2015-04-28
38. HORIZON PHARMA PLC   2015-03-19 2015-04-28
106. CHESAPEAKE LODGING TRUST   2015-02-24 2015-04-29
48. DEPOMED INC   2015-02-24 2015-04-29
82. TRIUMPH GRP INC NEW COM   2015-02-24 2015-04-29
113. RPX CORP   2015-02-24 2015-04-30
61. TRIMAS CORP   2015-02-24 2015-04-30
23. AMSURG CORP   2015-02-24 2015-05-01
57. IGATE CORPORATION   2015-02-24 2015-05-01
33. STERIS CORP   2015-02-24 2015-05-01
83. TRIUMPH GRP INC NEW COM   2015-02-24 2015-05-01
134. CHESAPEAKE LODGING TRUST   2015-02-24 2015-05-04
1518. QUANTA SVCS INC     2015-05-04
172. QUANTA SVCS INC   2014-11-13 2015-05-04
92. DUPONT FABROS TECHNOLOGY   2015-02-24 2015-05-05
91. RPX CORP   2015-02-24 2015-05-05
49. TRIMAS CORP   2015-02-24 2015-05-05
. CLASS ACTION PROCEEDS     2015-05-05
107. CHESAPEAKE LODGING TRUST   2015-02-24 2015-05-06
.1536 GOOGLE INC CL C   2012-07-23 2015-05-06
.2909 GOOGLE INC CL C   2012-08-20 2015-05-06
419. ALLSTATE CORP     2015-05-08
171. ALLSTATE CORP   2014-11-13 2015-05-08
217. SKYWORKS SOLUTIONS INC COM   2014-01-21 2015-05-08
146. RPX CORP   2015-02-24 2015-05-11
209. ROSETTA RESOURCES INC   2015-02-24 2015-05-12
125. TRIMAS CORP   2015-02-24 2015-05-12
77. HAWAIIAN HLDGS INC   2015-02-24 2015-05-13
189. MEDASSETS INC   2015-02-24 2015-05-13
78. UBIQUITI NETWORKS INC   2015-02-24 2015-05-13
139. RPX CORP   2015-02-24 2015-05-14
1836. EMC CORPORATION     2015-05-18
157. EMC CORPORATION   2014-11-13 2015-05-18
34. APPLE INC   2010-04-01 2015-05-20
36. BERKSHIRE HATHAWAY INC CL B   2015-02-18 2015-05-20
47. BROADCOM CORP CL A   2014-10-22 2015-05-20
38. CBS CORP CLASS B NON VOTING   2011-12-20 2015-05-20
15. C H ROBINSON WORLDWIDE INC   2015-01-13 2015-05-20
69. CABLEVISION SYSTEMS NY GROUP CL A   2015-05-18 2015-05-20
54. CHESAPEAKE ENERGY CORP   2014-05-27 2015-05-20
94. COACH INC   2015-02-18 2015-05-20
60. COGNIZANT TECH SOLUTIONS CL A   2013-05-28 2015-05-20
39. CONAGRA FOODS INC   2015-05-04 2015-05-20
15. CUMMINS INC   2014-11-13 2015-05-20
26. DANAHER CORP   2009-09-02 2015-05-20
22. DARDEN RESTAURANTS INC   2015-01-13 2015-05-20
36. DOW CHEM CO   2014-04-01 2015-05-20
80. EMC CORPORATION   2014-11-13 2015-05-20
40. E TRADE FINANCIAL CORP   2015-05-08 2015-05-20
53. ELECTRONIC ARTS INC   2013-09-17 2015-05-20
17. EXPEDIA INC   2014-03-13 2015-05-20
52. EXPRESS SCRIPTS HLDGS C   2010-07-23 2015-05-20
16. F5 NETWORKS INC   2014-02-10 2015-05-20
53. GANNETT INC   2014-02-24 2015-05-20
3. GOOGLE INC CL A   2014-11-13 2015-05-20
3. GOOGLE INC CL A     2015-05-20
3. GOOGLE INC CL C   2014-11-13 2015-05-20
3. GOOGLE INC CL C     2015-05-20
29. HAIN CELESTIAL GROUP INC COM   2014-03-05 2015-05-20
29. J P MORGAN CHASE CO   2013-12-23 2015-05-20
86. LKQ CORP   2014-11-13 2015-05-20
36. LINCOLN NATIONAL CORP   2014-02-24 2015-05-20
6. LINKEDIN CORP A   2014-11-04 2015-05-20
25. LOWES CO INC   2012-03-06 2015-05-20
32. M T BANK CORP   2014-11-16 2015-05-20
17. MASTERCARD INC   2009-09-02 2015-05-20
26. MEAD JOHNSON NUTRITION CO   2015-02-18 2015-05-20
63. NATIONAL OILWELL VARCO INC   2014-12-16 2015-05-20
9. NOW INC DE W I     2015-05-20
3362.832 NUVEEN DIVIDEND VALUE FUND CLASS I   2014-11-14 2015-05-20
168. ON SEMICONDUCTOR CORPORATION   2015-02-24 2015-05-20
47. POST HOLDINGS INC   2015-02-09 2015-05-20
3. THE PRICELINE GROUP INC   2012-10-15 2015-05-20
19. PROCTER & GAMBLE CO   2014-11-13 2015-05-20
81. QUALCOMM INC   2015-02-25 2015-05-20
25. SCHLUMBERGER LTD   2014-11-13 2015-05-20
10. SCHLUMBERGER LTD   2012-11-06 2015-05-20
17. SCHLUMBERGER LTD   2014-11-13 2015-05-20
26. SKYWORKS SOLUTIONS INC COM   2014-01-21 2015-05-20
13. STERICYCLE INC   2015-02-18 2015-05-20
37. SUNTRUST BKS INC   2012-05-04 2015-05-20
41. TEVA PHARMACEUTICAL INDS LTD A D R   2015-02-05 2015-05-20
20. VARIAN MED SYS INC   2015-02-18 2015-05-20
34. VERISK ANALYTICS INC CL A   2011-08-22 2015-05-20
33. VISA INC   2014-05-07 2015-05-20
6. ACTAVIS PLC   2012-01-23 2015-05-20
19. ENDO INTERNATIONAL PLC   2013-06-03 2015-05-20
16. MALLINCKRODT PLC   2013-12-16 2015-05-20
11. PERRIGO CO PLC   2013-12-19 2015-05-20
20. CORE LABORATORIES N V   2014-10-23 2015-05-20
139. MEDASSETS INC   2015-02-24 2015-05-21
25. SYNAPTICS INC   2015-02-24 2015-05-22
40. UBIQUITI NETWORKS INC   2015-02-24 2015-05-22
146. ROSETTA RESOURCES INC   2015-02-24 2015-05-27
84. AMN HEALTHCARE SVCS INC   2015-02-24 2015-05-28
710. BROADCOM CORP CL A     2015-05-28
140. MEDASSETS INC   2015-02-24 2015-05-29
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 39,126   30,794 8,332
b 13,508   13,129 379
c 9,192   6,865 2,327
d 1,672   498 1,174
e 5,479   3,033 2,446
500   1,093 -593
113   205 -92
17   12 5
45,219   37,054 8,165
125,000   132,646 -7,646
13,523   8,972 4,551
110,906   119,072 -8,166
7,640   6,493 1,147
19,196   10,608 8,588
22   21 1
21,832   19,239 2,593
60,862   62,203 -1,341
236,657   211,234 25,423
41,340   30,275 11,065
171,849   124,167 47,682
217     217
54,680   40,410 14,270
2,650   2,618 32
1,983   2,068 -85
7,374   5,155 2,219
2,968   1,480 1,488
36   16 20
5,560   3,415 2,145
2,571   3,828 -1,257
3,227   1,640 1,587
33,705   35,270 -1,565
8,618   6,342 2,276
240,125   237,563 2,562
99,370   100,000 -630
201,117   146,437 54,680
282,420   207,344 75,076
9,066   5,700 3,366
99,630   76,607 23,023
99,609   69,638 29,971
5,538   5,376 162
10   4 6
3,625   1,195 2,430
2,044   1,486 558
7,920   7,497 423
7,255   4,233 3,022
9,923   10,703 -780
7,713   5,875 1,838
9,270   9,589 -319
746   295 451
280   269 11
5,159   1,547 3,612
202,673   184,386 18,287
14,776   9,807 4,969
11,508   6,130 5,378
8,896   11,229 -2,333
6,601   5,872 729
50,488   28,176 22,312
8,518   4,183 4,335
1,407,207   1,332,512 74,695
385,265   408,391 -23,126
164,006   129,803 34,203
139,119   129,577 9,542
358,121   271,667 86,454
361,735   298,497 63,238
7,013   811 6,202
12,416   12,424 -8
11,894   6,156 5,738
5,534   7,508 -1,974
626     626
4,311   6,838 -2,527
3,479   4,771 -1,292
5,072   3,313 1,759
7,348   3,794 3,554
40,949   31,663 9,286
2,090   2,096 -6
7,913   5,271 2,642
4,615   4,630 -15
429     429
1,201   3,817 -2,616
1,048   1,988 -940
5,786   7,404 -1,618
5,235   4,524 711
13,865   6,492 7,373
2,612   5,714 -3,102
2,125   2,286 -161
7,094   3,497 3,597
4,126   2,311 1,815
4,352   4,977 -625
3,507   3,675 -168
4,433   7,051 -2,618
5,976   5,672 304
18,760   28,106 -9,346
8,052   6,969 1,083
7,359   6,164 1,195
28,955   25,618 3,337
9,355   9,108 247
7,602   4,349 3,253
37,346   28,348 8,998
16,848   14,799 2,049
12,620   14,436 -1,816
6,321   5,163 1,158
2,481   2,328 153
1,306   1,137 169
1,037   1,195 -158
1,018   625 393
859   787 72
25,490   48,251 -22,761
12,934   7,393 5,541
12,203   11,409 794
47,350   28,443 18,907
15,394   15,808 -414
27,458   27,832 -374
8,832   9,769 -937
19,192   16,158 3,034
9,517   9,924 -407
20,194   14,087 6,107
9,100   7,429 1,671
18,065   7,362 10,703
9,881   6,346 3,535
9,448   10,106 -658
12,869   8,821 4,048
6,871   5,222 1,649
17,530   11,190 6,340
25,616   19,505 6,111
22,269   15,124 7,145
19,625   7,842 11,783
26,244   6,997 19,247
7,610   5,738 1,872
12,401   3,299 9,102
18,835   15,508 3,327
16,336   6,902 9,434
9,548   8,764 784
12,869   5,255 7,614
11,227   5,498 5,729
12,079   13,158 -1,079
17,147   15,459 1,688
9,240   6,737 2,503
4,742   2,356 2,386
21,537   17,557 3,980
10,002   6,146 3,856
14,916   12,905 2,011
8,793   8,455 338
19,572   20,814 -1,242
9,088   6,731 2,357
18,677   17,225 1,452
10,795   5,534 5,261
13,176   5,962 7,214
5,961   6,176 -215
10,165   9,040 1,125
2,346   1,715 631
8,841   8,654 187
14,727   4,632 10,095
15,742   13,350 2,392
20,091   13,748 6,343
16,203   14,487 1,716
17,499   6,256 11,243
8,910   8,235 675
23,910   7,648 16,262
15,901   8,841 7,060
18,166   11,128 7,038
12,041   6,429 5,612
9,106   6,857 2,249
2,153   1,733 420
10,414   4,688 5,726
16,442   16,552 -110
11,852   6,481 5,371
9,102   8,361 741
39,019   22,867 16,152
9,487   9,564 -77
21,651   13,137 8,514
7,294   6,270 1,024
8,459   5,316 3,143
14,655   13,052 1,603
6,174   6,515 -341
1,606   1,667 -61
1,994   1,934 60
5,456   4,963 493
6,982   1,728 5,254
15,405   14,543 862
15,471   7,595 7,876
5,303   4,736 567
6,974   4,992 1,982
11,462   11,469 -7
5,861   3,463 2,398
2,592   2,598 -6
3,239   901 2,338
2,130   1,982 148
2,604   1,367 1,237
2,496   2,725 -229
1,964   2,241 -277
1,460   1,352 108
1,752   887 865
6,865   6,183 682
9,512   8,900 612
6,309   5,279 1,030
7,413   5,874 1,539
6,705   6,260 445
8,065   6,137 1,928
3,040   2,449 591
2,442   2,397 45
1,990   2,390 -400
1,620   1,462 158
10,001   8,805 1,196
12,309   7,293 5,016
6,176   6,820 -644
7,983   2,922 5,061
1,041   1,200 -159
4,209   3,975 234
5,010   3,705 1,305
16,283   14,243 2,040
19,528   14,143 5,385
1,444   6,636 -5,192
1,164   2,026 -862
6,998   6,702 296
3,893   2,492 1,401
6,964   6,429 535
8,563   4,657 3,906
1,520   561 959
6,579   6,796 -217
7,086   3,052 4,034
14,173   11,309 2,864
4,043   2,057 1,986
3,298   2,944 354
465   752 -287
382   662 -280
7,258   7,780 -522
9,164   6,576 2,588
2,986   2,191 795
3,707   3,466 241
8,448   9,750 -1,302
4,307   2,016 2,291
3,589   4,151 -562
5,582   3,705 1,877
4,544   4,355 189
2,953   2,214 739
3,821   2,686 1,135
5,847   4,727 1,120
5,600   2,809 2,791
2,084   2,185 -101
2,729   1,507 1,222
2,604   2,908 -304
8,649   10,872 -2,223
6,195   2,756 3,439
5,025   4,298 727
3,813   3,433 380
4,779   2,932 1,847
8,584   8,526 58
10,767   5,370 5,397
8,544   7,578 966
2,880   2,832 48
3,752   5,579 -1,827
5,077   6,481 -1,404
7,962   7,211 751
9,934   6,024 3,910
13,279   14,477 -1,198
16,087   7,832 8,255
5,481   7,807 -2,326
2,718   1,157 1,561
3,061   3,172 -111
17,943   12,478 5,465
14,468   14,132 336
3,794   4,615 -821
5,059   3,915 1,144
2,059   3,601 -1,542
2,532   5,150 -2,618
3,710   3,556 154
4,488   2,600 1,888
2,421   2,450 -29
2,998   1,205 1,793
13,587   12,135 1,452
2,844   2,110 734
2,385   2,239 146
9,136   7,593 1,543
9,648   10,599 -951
3,975   3,503 472
4,240   1,588 2,652
4,846   5,203 -357
4,395   4,402 -7
2,287   4,455 -2,168
1,711   2,036 -325
18,875   6,630 12,245
13,323   13,274 49
8,781   4,937 3,844
6,875   6,584 291
3,651   905 2,746
3,053   2,613 440
7,631   7,661 -30
2,218   2,175 43
3,013   3,061 -48
3,931   3,485 446
4,856   5,343 -487
1,195   703 492
2,700   4,674 -1,974
1,491   2,024 -533
2,026   3,339 -1,313
3,025   2,924 101
3,817   2,048 1,769
4,131   4,535 -404
5,127   2,299 2,828
6,087   3,792 2,295
30,959   26,711 4,248
2,295   1,981 314
2,643   1,473 1,170
5,870   2,803 3,067
11,096   9,107 1,989
3,424   2,659 765
4,148   2,399 1,749
2,190   1,883 307
2,688   2,301 387
7,822   7,830 -8
10,415   3,738 6,677
3,348   2,812 536
3,992   1,446 2,546
9,143   9,033 110
11,786   10,195 1,591
5,570   5,644 -74
4,496   4,056 440
11,031   6,874 4,157
8,775   7,531 1,244
2,602   1,745 857
2,112   2,041 71
8,111   8,992 -881
10,084   5,446 4,638
7,045   5,184 1,861
5,386   4,817 569
2,192   2,516 -324
1,594   2,103 -509
5,438   4,612 826
7,307   4,790 2,517
6,299   7,076 -777
6,965   4,449 2,516
10,052   9,041 1,011
1,900   2,271 -371
2,388   2,558 -170
9,986   9,371 615
12,347   9,977 2,370
10,591   9,820 771
13,323   8,820 4,503
10,040   4,669 5,371
7,646   6,856 790
4,214   1,997 2,217
3,793   3,885 -92
3,074   2,686 388
3,967   4,053 -86
7,975   6,830 1,145
6,065   5,247 818
2,950   4,362 -1,412
3,628   2,411 1,217
3,659   1,719 1,940
3,040   3,116 -76
1,471   995 476
1,730   571 1,159
11,548   3,108 8,440
22,621   22,704 -83
5,257   4,980 277
6,541   1,732 4,809
3,998   3,030 968
3,251   3,590 -339
2,742   2,061 681
4,623   7,250 -2,627
2,705   3,686 -981
3,496   4,818 -1,322
17,003   9,142 7,861
13,371   11,750 1,621
10,134   11,206 -1,072
13,804   18,400 -4,596
13,558   8,904 4,654
10,481   8,797 1,684
11,494   4,525 6,969
9,277   8,971 306
344   351 -7
532   1,004 -472
6,081   5,802 279
8,147   4,108 4,039
6,287   5,824 463
7,753   6,663 1,090
1,135   828 307
921   829 92
4,017   4,746 -729
3,214   5,457 -2,243
2,892   2,874 18
4   6 -2
1,504   1,274 230
2,028   1,732 296
1,726   1,670 56
2,106   2,281 -175
2,823   3,024 -201
2,677   3,003 -326
3,784   3,917 -133
2,645   2,757 -112
3,118   2,906 212
2,842   3,024 -182
5,078   4,594 484
2,902   2,977 -75
4,062   4,309 -247
2,063   2,103 -40
2,972   2,977 -5
2,620   2,507 113
2,423   2,053 370
4,734   4,928 -194
1,973   2,210 -237
1,571   1,239 332
3,187   2,799 388
2,227   913 1,314
1,992   2,281 -289
2,751   2,471 280
2,857   2,558 299
2,398   1,902 496
1,673   1,541 132
88     88
1,650   1,637 13
4,962   4,544 418
1,616   1,468 148
1,155   999 156
4,333   4,319 14
1,721   1,587 134
1,403   1,260 143
2,354   2,298 56
1,255   1,211 44
4,006   4,076 -70
4,085   3,322 763
8,312   4,794 3,518
20,228   6,952 13,276
11,454   12,032 -578
14,433   13,562 871
15,156   6,526 8,630
7,574   8,104 -530
4,865   8,991 -4,126
21,377   26,653 -5,276
428   397 31
13,195   13,605 -410
6,780   7,073 -293
13,262   6,922 6,340
8,669   7,902 767
12,086   11,567 519
3,992   4,408 -416
10,336   11,427 -1,091
22,249   10,141 12,108
16,294   12,642 3,652
20,461   12,899 7,562
12,924   13,217 -293
11,586   9,675 1,911
10,182   6,086 4,096
8,893   5,393 3,500
12,682   9,579 3,103
11,826   11,021 805
3,765   4,331 -566
12,682   11,313 1,369
8,320   7,602 718
10,897   4,205 6,692
2,486   2,631 -145
7,339   7,768 -429
11,178   2,995 8,183
3,473   3,752 -279
20,323   25,452 -5,129
74,599   79,008 -4,409
9,107   9,381 -274
9,823   10,141 -318
17,560   10,647 6,913
9,129   10,032 -903
15,003   16,097 -1,094
8,829   10,121 -1,292
17,004   17,078 -74
9,975   10,029 -54
16,129   5,326 10,803
7,314   7,274 40
9,342   5,556 3,786
14,994   13,977 1,017
7,601   4,328 3,273
15,063   6,600 8,463
8,258   6,511 1,747
10,865   3,686 7,179
11,195   4,541 6,654
11,374   5,151 6,223
25,222   20,764 4,458
16,411   17,297 -886
1,118   929 189
2,731   2,610 121
1,076   877 199
3,469   3,789 -320
1,173   1,090 83
4,899   4,988 -89
1,803   1,610 193
1,698   1,789 -91
1,441   1,307 134
2,718   2,333 385
2,187   2,152 35
4,881   5,049 -168
4,238   4,790 -552
42,737   43,419 -682
4,842   5,802 -960
2,811   2,946 -135
1,387   1,296 91
1,378   1,437 -59
17     17
3,237   3,825 -588
81   47 34
154   98 56
28,336   14,505 13,831
11,564   11,450 114
21,248   6,719 14,529
2,250   2,080 170
5,102   3,946 1,156
3,468   3,667 -199
1,919   1,495 424
3,862   3,681 181
2,343   2,408 -65
2,166   1,980 186
49,073   35,838 13,235
4,196   4,612 -416
4,441   1,138 3,303
5,262   5,348 -86
2,217   1,879 338
2,326   988 1,338
964   1,115 -151
1,681   1,450 231
797   1,432 -635
3,512   3,734 -222
3,912   1,931 1,981
1,510   1,447 63
2,117   2,165 -48
2,262   813 1,449
1,421   1,327 94
1,847   1,780 67
2,126   2,351 -225
1,186   1,168 18
3,306   1,445 1,861
1,784   1,303 481
4,627   2,224 2,403
2,031   1,761 270
1,935   1,554 381
1,663   1,664 -1
1,664   794 870
1,624   1,633 -9
1,623   913 710
1,802   1,329 473
1,929   1,691 238
2,455   2,500 -45
2,128   1,826 302
1,161   1,425 -264
1,718   701 1,017
3,958   4,075 -117
1,588   342 1,246
2,531   2,710 -179
3,164   3,966 -802
214   244 -30
57,000   59,657 -2,657
2,134   2,132 2
2,015   2,302 -287
3,633   1,786 1,847
1,532   1,687 -155
5,622   5,832 -210
2,274   2,320 -46
910   711 199
1,547   1,579 -32
2,719   805 1,914
1,790   1,751 39
1,587   894 693
2,495   2,368 127
1,760   1,874 -114
2,487   1,089 1,398
2,310   1,722 588
1,791   582 1,209
1,631   701 930
2,071   841 1,230
2,179   1,674 505
2,483   2,576 -93
2,860   2,707 153
2,422   2,088 334
1,230   1,235 -5
3,381   2,756 625
2,244   1,875 369
39,807   27,974 11,833
2,892   2,727 165
      301,182
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       8,332
b       379
c       2,327
d       1,174
e       2,446
      -593
      -92
      5
      8,165
      -7,646
      4,551
      -8,166
      1,147
      8,588
      1
      2,593
      -1,341
      25,423
      11,065
      47,682
      217
      14,270
      32
      -85
      2,219
      1,488
      20
      2,145
      -1,257
      1,587
      -1,565
      2,276
      2,562
      -630
      54,680
      75,076
      3,366
      23,023
      29,971
      162
      6
      2,430
      558
      423
      3,022
      -780
      1,838
      -319
      451
      11
      3,612
      18,287
      4,969
      5,378
      -2,333
      729
      22,312
      4,335
      74,695
      -23,126
      34,203
      9,542
      86,454
      63,238
      6,202
      -8
      5,738
      -1,974
      626
      -2,527
      -1,292
      1,759
      3,554
      9,286
      -6
      2,642
      -15
      429
      -2,616
      -940
      -1,618
      711
      7,373
      -3,102
      -161
      3,597
      1,815
      -625
      -168
      -2,618
      304
      -9,346
      1,083
      1,195
      3,337
      247
      3,253
      8,998
      2,049
      -1,816
      1,158
      153
      169
      -158
      393
      72
      -22,761
      5,541
      794
      18,907
      -414
      -374
      -937
      3,034
      -407
      6,107
      1,671
      10,703
      3,535
      -658
      4,048
      1,649
      6,340
      6,111
      7,145
      11,783
      19,247
      1,872
      9,102
      3,327
      9,434
      784
      7,614
      5,729
      -1,079
      1,688
      2,503
      2,386
      3,980
      3,856
      2,011
      338
      -1,242
      2,357
      1,452
      5,261
      7,214
      -215
      1,125
      631
      187
      10,095
      2,392
      6,343
      1,716
      11,243
      675
      16,262
      7,060
      7,038
      5,612
      2,249
      420
      5,726
      -110
      5,371
      741
      16,152
      -77
      8,514
      1,024
      3,143
      1,603
      -341
      -61
      60
      493
      5,254
      862
      7,876
      567
      1,982
      -7
      2,398
      -6
      2,338
      148
      1,237
      -229
      -277
      108
      865
      682
      612
      1,030
      1,539
      445
      1,928
      591
      45
      -400
      158
      1,196
      5,016
      -644
      5,061
      -159
      234
      1,305
      2,040
      5,385
      -5,192
      -862
      296
      1,401
      535
      3,906
      959
      -217
      4,034
      2,864
      1,986
      354
      -287
      -280
      -522
      2,588
      795
      241
      -1,302
      2,291
      -562
      1,877
      189
      739
      1,135
      1,120
      2,791
      -101
      1,222
      -304
      -2,223
      3,439
      727
      380
      1,847
      58
      5,397
      966
      48
      -1,827
      -1,404
      751
      3,910
      -1,198
      8,255
      -2,326
      1,561
      -111
      5,465
      336
      -821
      1,144
      -1,542
      -2,618
      154
      1,888
      -29
      1,793
      1,452
      734
      146
      1,543
      -951
      472
      2,652
      -357
      -7
      -2,168
      -325
      12,245
      49
      3,844
      291
      2,746
      440
      -30
      43
      -48
      446
      -487
      492
      -1,974
      -533
      -1,313
      101
      1,769
      -404
      2,828
      2,295
      4,248
      314
      1,170
      3,067
      1,989
      765
      1,749
      307
      387
      -8
      6,677
      536
      2,546
      110
      1,591
      -74
      440
      4,157
      1,244
      857
      71
      -881
      4,638
      1,861
      569
      -324
      -509
      826
      2,517
      -777
      2,516
      1,011
      -371
      -170
      615
      2,370
      771
      4,503
      5,371
      790
      2,217
      -92
      388
      -86
      1,145
      818
      -1,412
      1,217
      1,940
      -76
      476
      1,159
      8,440
      -83
      277
      4,809
      968
      -339
      681
      -2,627
      -981
      -1,322
      7,861
      1,621
      -1,072
      -4,596
      4,654
      1,684
      6,969
      306
      -7
      -472
      279
      4,039
      463
      1,090
      307
      92
      -729
      -2,243
      18
      -2
      230
      296
      56
      -175
      -201
      -326
      -133
      -112
      212
      -182
      484
      -75
      -247
      -40
      -5
      113
      370
      -194
      -237
      332
      388
      1,314
      -289
      280
      299
      496
      132
      88
      13
      418
      148
      156
      14
      134
      143
      56
      44
      -70
      763
      3,518
      13,276
      -578
      871
      8,630
      -530
      -4,126
      -5,276
      31
      -410
      -293
      6,340
      767
      519
      -416
      -1,091
      12,108
      3,652
      7,562
      -293
      1,911
      4,096
      3,500
      3,103
      805
      -566
      1,369
      718
      6,692
      -145
      -429
      8,183
      -279
      -5,129
      -4,409
      -274
      -318
      6,913
      -903
      -1,094
      -1,292
      -74
      -54
      10,803
      40
      3,786
      1,017
      3,273
      8,463
      1,747
      7,179
      6,654
      6,223
      4,458
      -886
      189
      121
      199
      -320
      83
      -89
      193
      -91
      134
      385
      35
      -168
      -552
      -682
      -960
      -135
      91
      -59
      17
      -588
      34
      56
      13,831
      114
      14,529
      170
      1,156
      -199
      424
      181
      -65
      186
      13,235
      -416
      3,303
      -86
      338
      1,338
      -151
      231
      -635
      -222
      1,981
      63
      -48
      1,449
      94
      67
      -225
      18
      1,861
      481
      2,403
      270
      381
      -1
      870
      -9
      710
      473
      238
      -45
      302
      -264
      1,017
      -117
      1,246
      -179
      -802
      -30
      -2,657
      2
      -287
      1,847
      -155
      -210
      -46
      199
      -32
      1,914
      39
      693
      127
      -114
      1,398
      588
      1,209
      930
      1,230
      505
      -93
      153
      334
      -5
      625
      369
      11,833
      165
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,647,699
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 870,554 18,735,059 0.046467
2012 802,918 17,676,768 0.045422
2011 822,169 16,800,519 0.048937
2010 785,268 16,895,025 0.046479
2009 743,965 15,691,725 0.047411
2 Total of line 1, column (d) ...................... 2 0.234716
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.046943
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 19,253,814
5 Multiply line 4 by line 3....................... 5 903,832
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 20,441
7 Add lines 5 and 6......................... 7 924,273
8 Enter qualifying distributions from Part XII, line 4.............. 8 913,246
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 40,882
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 40,882
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 40,882
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 25,062
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,062
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 15,820
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA
    MK-WI-TWPT     Telephone no.bullet (414) 765-5118
    Located atbullet777 E WISCONSIN AVEMILWAUKEEWI ZIP+4bullet53202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    US BANK NA TRUSTEE
    40     		125,979    
    777 E WISCONSIN AVE
    MILWAUKEE,WI53202
    EDWARD & HANNAH RUTLEDGE CHARITIES FOUNDATION BOARD
    40     		25,000    
    PO BOX 758
    CHIPPEWA FALLS,WI54729
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,224,778
    b
    Average of monthly cash balances.......................
    1b
    322,241
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,547,019
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,547,019
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    293,205
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,253,814
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    962,691
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    962,691
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    40,882
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,882
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    921,809
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    921,809
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    921,809
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    913,246
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    913,246
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    913,246
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 921,809
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 881,775
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 913,246
    a Applied to 2013, but not more than line 2a 881,775
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 31,471
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		890,338
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EDWARD HANNAH RUTLEDGE CHARITIES
    404 N BRIDGE ST PO BOX 758
    CHIPPEWA FALLS,WI54729
    (715) 723-6618
    bThe form in which applications should be submitted and information and materials they should include:
    SCHOLARSHIP APPLICANTS AND ALL OTHER GRANT APPLICANTS SHOULD OBTAIN APPLICATIONS BY WRITING TO: WILLIAM J & GERTRUDE R CASPER FOUNDATION, % EDWARD & HANNAH RUTLEDGE CHARITIES INC AT THE ABOVE ADDRESS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE FOOTNOTE FOR RESTRICTIONS OR LIMITATIONS ON AWARDS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CHIPPEWA VALLEY ROSE SOCIETY
    508 MACOMBER STREET
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC OPERATING EXPENSES 150
    NOTRE DAME CATHOLIC CHURCH
    117 ALLEN STREET
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC OPERATING EXPENSES 45,000
    AMERICAN CANCER SOCIETY
    2427 N HILLCREST PKWY
    ALTOONA,WI54720     		N/A PUBLIC RELAY FOR LIFE OF CHIPPEWA 1,000
    BLOOMER AREA AQUATIC & RECREATION CENTER
    1731 17TH AVE
    BLOOMER,WI54729     		N/A PUBLIC OPERATING EXPENSES 30,000
    CHIPPEWA COUNTY HISTORICAL
    SOCIETY
    123 ALLEN ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC THE PAST PASSED HERE EVENT 5,500
    CHIPPEWA FALLS AREA
    CHAMBER OF COMMERCE
    10 S BRIDGE ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC EXCELLENCE IN EDUCATION 500
    CHIPPEWA FALLS AREA SCHOOL
    SAFETY PATROLS INC
    PO BOX 456
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC PROGRAM EXPENSES 1,000
    CHIPPEWA FALLS CHRISTMAS
    VILLAGE
    PO BOX 49
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC LIGHTS & DISPLAYS 500
    CHIPPEWA FALLS MAIN STREET
    514 N BRIDGE ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC DOWNTOWN BEAUTIFICATION 500
    CHIPPEWA FALLS PARKS RECREATION
    & FORESTRY
    30 WEST CENTRAL ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC IRVINE PARK & CASPER PARK 27,000
    CHIPPEWA FALLS POST #77 AMERICAN LEGION
    BASEBALL
    202 E 13TH AVE
    BLOOMER,WI54724     		N/A PUBLIC OPERATING EXPENSES 3,100
    CHIPPEWA FALLS YOUTH FOOTBALL
    PO BOX 541
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC FACILITY IMPROVEMENT 2,500
    CHIPPEWA HUMANE ASSOCIATION
    PO BOX 562
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC MOLD ERADICATION PROJECT 2,500
    CHIPPEWA VALLEY CULTURAL
    ASSOCIATION INC
    3 S HIGH ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC ENTERTAINMENT PKG & 30,750
    CHIPPEWA VALLEY CULTURAL
    ASSOCIATION INC
    3 S HIGH ST
    CHIPPEWA FALLS,WI54929     		N/A PUBLIC OPERATING EXPENSES 7,000
    CHIPPEWA VALLEY MUSEUM
    PO BOX 1204
    EAU CLAIRE,WI54702     		N/A PUBLIC SUPPORT VISITS BY CHIPPEWA 4,000
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    FOUNDATION INC
    620 W CLAIREMONT AVE
    EAU CLAIRE,WI54701     		N/A PUBLIC ENERGY EDUCATION CENTER 100,400
    CHIPPEWA VALLEY YOUNG SYMPHONY
    PO BOX 0335
    EAU CLAIRE,WI54702     		N/A PUBLIC SPONSORSHIP 2014-2015 600
    CHIPPEWA VALLEY FAMILY
    YMCA
    611 JEFFERSON AVE
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC STRONG KIDS CAMPAIGN 15,000
    CHIPPEWA YOUTH HOCKEY ASSOCIATION
    PO BOX 131
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC CAPITAL CAMPAIGN FOR 12,500
    COMMUNITY FOUNDATION OF
    CHIPPEWA COUNTY
    404 1/2 N BRIDGE ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC LITTLE LAKE WISSOTA 50,000
    COOK RUTLEDGE MANSION
    505 W GRAND AVE
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC REPAIR & PAINT BARN 5,000
    FRIENDS OF BEAVER CREEK RESERVE
    S1 COUNTY ROAD K
    FALL CREEK,WI54742     		N/A PUBLIC EQUIPMENT 13,500
    FRIENDS OF ST JOSEPH'S HOSPITAL
    2661 COUNTY HWY I
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC BIRTH CENTER RENOVATION 25,000
    FRIENDS OF ST JOSEPH'S HOSPITAL
    2661 COUNTY HWY I
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC CHARITY CARE 10,000
    GIRL SCOUTS OF THE NORTHWESTERN
    GREAT LAKES
    4222 OAKWOOD HILLS PKWY
    EAU CLAIRE,WI54701     		N/A PUBLIC ANNUAL CAMPAIGN 12,000
    HALLIE GIRLS SOFTBALL LEAGUE
    632 MAPLE ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC SPONSOR TEAM 250
    HALLIE SOFTBALL ASSOCIATION
    14115 COUNTY HWY UN
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC NEW SOFTBALL FIELD 9,800
    IRVINE PARK CAPITAL CAMPAIGN
    30 WEST CENTRAL ST
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC WELCOME CENTER PROJECT 167,000
    JUNIOR ACHIEVEMENT OF WISCONSIN
    505 DEWEY STREET SOUTH
    EAU CLAIRE,WI54701     		N/A PUBLIC BUSINESS CHALLENGE & 10,000
    MAKE-A-WISH FOUNDATION OF
    WISCONSIN
    13195 W HAMPTON AVE
    BUTLER,WI53007     		N/A PUBLIC SUPPORT OF CHIPPEWA COUNTY 2,000
    MASTER SINGERS
    1303 BEL AIR BLVD
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC CHRISTMAS CONCERT 5,000
    MCDONELL ATHLETIC BOOSTER CLUB
    1316 BEL AIR BLVD
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC SPIRIT OF THE MACKS EVENT 1,000
    MCDONELL AREA CATHOLIC SCHOOLS
    1316 BEL AIR BLVD
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC TUITION ASSISTANCE & 1:1 8,250
    NORTHERN WI STATE FAIR ASSOCIATION INC
    PO BOX 48
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC FAIR PROJECTS 25,000
    SENIOR GRADUATING PARTIES FUND
    PO BOX 196
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC ALL NIGHT GRADUATION 200
    SPIRIT OF CHRISTMAS
    PO BOX 831
    CHIPPEWA FALLS,WI54729     		N/A PUBLIC CHRISTMAS GIFTS FOR NEEDY 2,500
    ST CHARLES CATHOLIC CHURCH
    810 PEARL STREET
    CHIPPEWA FALLS,WI54729     		N/A RELIGIOUS ORGANIZATI CASPER MUSIC TRUST 18,000
    ST CHARLES CATHOLIC CHURCH
    810 PEARL STREET
    CHIPPEWA FALLS,WI54729     		N/A RELIGIOUS ORGANIZATI CASPER SACRED MUSIC CONCERT 18,000
    ST JOHN'S PRESCHOOL
    1403 NEWMAN ST
    BLOOMER,WI54724     		N/A PUBLIC EDUCATIONAL PROGRAMS 1,000
    ALEXA BENGTSON
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ASHLEI BUHROW
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,900
    ALISSA BRIGGS
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    ALEXIS CHAPMAN
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ALLISON FEDIE
    DUNWOODY COLLEGE OF TECHNOLOGY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    ANDREW GUNDERSON
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 500
    AUSTIN HIESS
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ADAM HUNT
    UNIVERSITY OF WISCONSIN-STEVENS PT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    AMANDA JAQUISH
    MINNESOTA STATE UNIVERSITY-MANKATO
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    ADAM KINNICK
    AVE MARIA UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ALEX KING
    MINOT STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    ALISSA LEA
    NORTHWESTERN COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ALLISA LEA
    UNIVERSITY OF NORTHWESTERN-ST PAUL
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ALEXIS RAIHLE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    AIMEE REISCHEL
    ST CLOUD STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    ANDREA ROTH
    UNIVERSITY OF WISCONSIN-RIVER FALLS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ANDREW RYDLUND
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ADAM SCHWARTZ
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    ALLISON SCHWARTZ
    UNIVERSITY OF WISCONSIN-OSHKOSH
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    ASHLEY STEINKE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    ALLISON SHUFELT
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ABIGAIL TILTON
    UNIVERSITY OF WISCONSIN-LA CROSSE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    AUSTIN TAYLOR
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ABIGAIL WILD
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 4,350
    BRADEN DRESSEL
    NORTH CENTRAL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    BAILEY ECKERT
    CARROLL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    BRITTNEY GLADWELL
    WESTERN TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    BRITTANY HUNT
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    BRIANNA KRAUSE
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    BRITTANY MARTINEK
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    BRITTANEY MCCARTHY
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    BENJAMIN MOORE
    EVANGEL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    BRIDGET POZARSKI
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    BAILEY PRILL
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    BENJAMIN RUBENZER
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    BENJAMIN SHUFELT
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 5,800
    BRETT VAVRA
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    BEVERLY WILD
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    CARRIE ANDERS
    UNIVERSITY OF WISCONSIN-PLATTEVILLE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    CHEYENNE BILDERBACK
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    CAMERON DUROE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    COURTNEY KUHN
    TRINITY INTERNATIONAL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    CODY MONDEAU
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    CURTIS SCHIMMEL
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 4,050
    CASSIE SCHLEY
    WINONA STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    CLARA STEINMETZ
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    COLTEN SEIBEL
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    CHRISTOPHER SUILMANN
    VITERBO UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    CODY ZIMMERMAN
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    DEVIN BATHKE
    CONCORDIA UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    DANIELLE BELAU
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    DUSTIN FRANZ
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    DANIELLE STOCCO
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 4,600
    ELIZABETH BAKER
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ERIN FRANZ
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    EMILY GULLERUD
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    EMILY HOLLDORF
    UNIVERSITY OF WISCONSIN-LA CROSSE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    EMILY PASSINT
    WINONA STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 2,150
    ELLIOTT RITTENBERRY
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 21,200
    ELIZABETH RUBENZER
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ERIK SYLTE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ELIZABETH WEESE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ERIC WILSON
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    GERALD ANDERS
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    GARRET YOHNK
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    HUNTER GABER
    HAMLINE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 500
    HANNAH GILLES
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    HANNAH KREJCI
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    HANNAH MILKERT
    ST SCHOLASTICA COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,600
    JIA ANDERSON
    UNIVERSITY OF KANSAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    JAMIE BENGTSON
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    JACOB ESLINGER
    SAINT MARY'S UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    JENNA FACKLAM
    UNIVERSITY OF WISCONSIN-OSHKOSH
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    JEREMY FACKLAM
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    JANNA FJELSTAD
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    JOSEPH GARDNER
    SAINT MARY'S UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 2,550
    JANAY GUNDERMAN
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    JOHANNA HALL
    UNIVERSITY OF WISCONSIN-LA CROSSE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    JOYCE KING
    UNIVERSITY OF WISCONSIN-PLATTEVILLE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    JACOB OLSON
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    JACOB ROTH
    UNIVERSITY OF WISCONSIN-RIVER FALLS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 2,950
    JACOB TAYLOR
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    JOSHUA WATTON
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    KYLE BALDESHWILER
    BEMIDJI STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,400
    KENDRA BOWE
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    KAYLA BOWE
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    KARA HAUPTMANN
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    KRISTA HUPPERT
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 500
    KAYLA KNEZ
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    KEYANNE MCGOWAN
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    KELSEY MEINEN
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    KARISSA MUELLER
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    KATHERINE PASSINT
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    KATIA SCHMITT
    UNIVERSITY OF WISCONSIN-LA CROSSE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    KATHRYN TAYLOR
    UNIVERSITY OF WISCONSIN-STEVENS POINT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    KYLE TIETZ
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    KARLEY WIENSCH
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 4,800
    LINDSAY MICKELSON
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    LYLE PAUKNER
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    MICHAELS ALBERTS
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 500
    MCKENZIE BALTS
    NORTH CENTRAL TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    MIHAI DAVID
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    MEGAN FLANAGAN
    UNIVERSITY OF WISCONSIN-STEVENS POINT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,950
    MICHAEL GAUGER
    VITERBO UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 2,100
    MACKENZIE KILNESS
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,950
    MARKEL MORAN
    VITERBO UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    MICHAEL PASSINT
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    MOLLY PALECEK
    SAINT MARY'S UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    MADELINE PARKER
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    MATTHEW RIDER
    ST SCHOLASTICA COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    MICHAEL RUF
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    MATTHEW STEIGER
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    MARISSA VAHLENKAMP
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    NATHAN FELLOM
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    NOLAN HALL
    UNIVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    NICOLE STEINKE
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    NATHAN SYLTE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    PAUL BUCHMANN
    UNIVERSITY OF ST THOMAS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    PATRICIA HEIDTKE
    UNIVERSITY OF WISCONSIN-WHITEWATER
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    PIERCE LANNUE
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ROBERT BELAU
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    ROSE BUCHMANN
    MILWAUKEE SCHOOL OF ENGINEERING
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    RYAN BUSKE
    MICHIGAN TECHNOLOGICAL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    REBECCA FULLER
    UNIVERSITY OF WISCONSIN-STEVENS PT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    RANDI LEA
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    RACHEL MCDONALD
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    RACHEL MORRIS
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    ROBERT OCHS
    ST SCHOLASTICA COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    RILEY SIMMONS
    SAINT MARY'S UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    RYAN SUBERA
    UNIVERSITY OF WISCONSIN-RIVER FALLS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    ROSS VANIS
    WISCONSIN INDIANHEAD TECH COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    SAMANTHA BOOS
    UNVERSITY OF WISCONSIN-STOUT
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    SHANNON GLOBENSKY
    BENEDICTINE COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    STEPHANIE HESSLER
    UNIVERSITY WISCONSIN-GREEN BAY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    SARAH KINNICK
    AVA MARIA UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    SARAH KRUPA
    SCHOOL OF THE ART INSTITUTE OF CHICAGO
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    SABRINA LLOYD
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    SAMUEL PETRICH
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    SYDNEY PECHA
    WINONA STATE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    SAMUEL RUBENZER
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    SHAINA SIMMONS
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    SARAH WALLACE
    BETHEL UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    SABYN WARRICK
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    THEODORE AMELSE
    HAMLINE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    TYLER ATCHINSON
    UNIVERSITY OF WASHINGTON-SEATTLE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    TARYN BURGESS
    CHIPPEWA VALLEY TECHNICAL COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    TYLER CHRISTENSEN
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 400
    TARRIN HALVORSON
    UNIVERSITY OF WISCONSIN-RIVER FALLS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    TALLEY HALVORSON
    UNIVERSITY OF WISCONSIN-RIVER FALLS
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    TYLER HUTCHINSON
    UNIVERSITY OF DUBUQUE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,500
    THERESA HUNT
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    TANNER HUPPERT
    LUTHER COLLEGE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    TAYLOR HUPPERT
    MARQUETTE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,000
    TYLER KRULA
    UNIVERSITY OF WISCONSIN-EAU CLAIRE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 1,200
    TAYLOR NEVIN
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    TEAGAN WARRICK
    UNIVERSITY OF WISCONSIN-MADISON
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 750
    WHITNEY PUETZ
    HAMLINE UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 600
    ZACHARY KUHN
    UNIVERSITY OF MINNESOTA-TWIN CITIES
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 4,000
    ZACHARY SLOWIAK
    SAINT MARY'S UNIVERSITY
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 800
    ZOEY WEKSETH
    UNIVERSITY OF WISCONSIN-LA CROSSE
    RUTLEDGE CHARITIES INC PO BOX 758
    CHIPPEWA FALLS,WI54729     		NONE N/A SCHOLARSHIP GRANT 2,400
    Total .................................bullet 3a 861,550
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 503,558  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,647,699  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,151,257  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,151,257
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    U.S. BANK, TAX PREP FEES 1,500     1,500

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MISSOURI PAC RR 5.00 01/01/54 1 3,000
    GOLDMAN SACHS 5.95 01/18/18 156,027 165,797
    GLAXCOSMITHKLINE 5.65 05/15/18 101,218 112,326
    CISCO SYSTEMS 4.950 02/15/19 153,132 167,640
    IBM CORP 5.70 09/14/17 132,560 137,979
    GEORGIA PWR CO 4.25 12/01/19 124,234 137,036
    GENERAL ELEC CAP 5.50 01/08/20 102,264 115,159
    WELLS FARGO CO 3.676 06/15/16 206,783 206,112
    LOWES COMPANIES 4.625 04/15/20 162,579 166,454
    LLYODS TSB BK 4.875 1/21/16 131,008 128,238
    TOYOTA MTR 2.050 01/12/17 51,164 51,055
    BHP BILLITON FIN 3.25 11/21/21 104,111 104,214
    EI DUPONT DENEMOUR 1.95 1/16 102,874 100,849
    TOYOTA MTR CR 1.25 10/5/17 49,182 50,267
    APPLE INC 2.10 5/6/19 125,509 127,300
    BELLSOUTH CORP 5.20 09/15/14    
    ORACLE CORP 3.75 07/08/14    

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHLUMBERGER LTD 114,113 134,793
    SPECTRUM IND INC 123,200 490,000
    QUALCOMM INC 141,056 154,899
    POST HOLDINGS INC 51,675 67,832
    APPLE INC 45,409 116,340
    COGNIZANT TECH SOLUTIONS CORP 79,528 113,195
    CUMMINS INC 50,186 55,711
    DANAHER CORP 38,747 72,077
    EXPRESS SCRIPTS HLDGS C 99,800 122,867
    GOOGLE INC CL A 54,129 89,978
    JP MORGAN CHASE & CO 46,495 61,504
    NATIONAL OILWELL VARCO INC 83,536 76,294
    VARIAN MED SYS INC 45,393 42,954
    LAKELAND INDUSTRIES INC 9,776 9,779
    PRICELINE COM INC 49,028 60,946
    SUNTRUST BKS INC 34,609 51,515
    VERISK ANALYTICS INC 55,572 66,193
    VISA INC 37,072 62,911
    BERKSHIRE HATHAWAY INC CL B 120,464 143,715
    CBS CORP CL B 40,462 76,101
    E M C CORP 54,626 56,104
    LOWES CO INC 30,834 57,384
    MASTERCARD INC 21,280 49,175
    STERICYCLE INC 45,373 47,506
    PERRIGO CO 45,350 56,900
    COACH INC 80,276 77,673
    GRAND CANYON EDUCATION INC 11,680 17,212
    HAIN CELESTIAL GROUP INC 43,480 56,943
    LKQ COP 72,935 74,368
    PROCTER & GAMBLE CO 41,884 46,720
    THOR INDUSTRIES INC 17,858 19,182
    CHESAPEAKE ENERGY CORP 43,604 24,678
    DOW CHEM CO 54,955 61,651
    ELECTRONIC ARTS INC 52,602 106,621
    EXPEDIA INC 38,374 51,699
    F5 NETWORKS INC 56,735 64,353
    GANNETT INC 47,474 61,595
    GOOGLE INC CL C 39,309 74,495
    LINCOLN NATL CORP IND 51,372 65,733
    LINKEDIN CORP A 45,123 37,427
    M T BANK CORP 103,134 103,957
    MEAD JOHNSON NUTRITION CO 63,939 66,553
    SKYWORKS SOLUTIONS INC 34,361 92,847
    ENDO INTERNATIONAL PLC 26,325 47,324
    MALLINCKRODT PLC 35,738 65,626
    BROADCOM CORP CL A 59,115 87,663
    C H ROBINSON WORLDWIDE INC 34,422 28,581
    CABLEVISION SYSTEMS NY GROUP C 48,115 56,128
    CAUSEWAY EMERGING MARKETS INST 925,554 931,564
    CONAGRA FOODS INC 47,302 49,228
    DARDEN RESTAURANTS INC 43,189 46,927
    E TRADE FINANCIAL CORP 37,323 37,650
    NOW INC DE W I 1,295 1,341
    ON SEMICONDUCTOR CORPORATION 66,916 73,964
    TEVA PHARMACEUTICAL INDS LTD A 73,178 82,217
    ACTAVIS PLC 27,562 60,748
    CORE LABORATORIES N V 62,044 61,912
    ACADIA HEALTHCARE CO INC 21,587 25,727
    AIR METHODS CORP 14,498 13,112
    AKORN INC 17,917 17,534
    AMAG PHARMACEUTICALS INC 13,713 21,570
    AMERICAN AXLE & MFG HLDGS INC 16,591 16,598
    AMERICAN EQUITY INVT LIFE HL 17,260 15,068
    AMERICAN STATES WATER CO 12,528 11,952
    AMN HEALTHCARE SVCS INC 14,110 16,805
    AMSURG CORP 17,110 20,269
    ARCBEST CORP 11,719 9,436
    ARRIS GROUP INC 12,826 14,326
    ASHFORD HOSPITALITY TR INC 13,175 10,724
    AZZ INCORPORATED 8,751 9,203
    BIG LOTS INC 15,860 14,311
    BOISE CASCADE CO 20,561 20,201
    BRANDYWINE REALTY TRUST 15,310 13,545
    BUFFALO WILD WINGS INC 17,636 14,046
    CARDTRONICS INC 16,516 15,914
    CHEMICAL FINANCIAL CORP 8,152 8,148
    CINEMARK HLDGS INC 13,961 13,578
    CNO FINANCIAL GROUP INC 17,726 19,260
    COHERENT INC 14,432 13,817
    CYBERONICS INC 13,312 14,210
    DEPOMED INC 15,261 14,018
    DUPONT FABROS TECHNOLOGY 12,936 13,025
    ELECTRONICS FOR IMAGING INC 15,825 16,903
    EMERGENT BIOSOLUTIONS INC 11,282 12,075
    ENERSYS 14,203 14,528
    ENTEGRIS INC 10,529 10,893
    EPR PROPERTIES 14,681 14,071
    EURONET WORLDWIDE INC 16,168 17,103
    FINISAR CORPORATION 11,731 12,352
    FIRSTMERIT CORP 18,528 19,444
    GRAPHIC PACKAGING HLDG CO 16,054 15,094
    GREENBRIER COS INC 10,428 10,420
    HAWAIIAN HLDGS INC 5,554 6,927
    HELEN OF TROY CORP LTD 15,893 17,760
    HILLTOP HOLDINGS INC 14,258 16,111
    HORACE MANN EDUCATORS CORP 6,048 6,609
    HORIZON PHARMA PLC 11,086 16,053
    ICONIX BRAND GROUP INC 13,278 9,863
    IGATE CORPORATION 12,851 14,918
    INTEGRATED DEVICE TECHNOLOGY I 16,579 18,711
    IRIDIUM COMMUNICATION INC 16,579 16,125
    J2 GLOBAL INC 18,417 18,196
    KAPSTONE PAPER & PACKAGING COR 13,735 11,238
    KITE REALTY GROUP TRUST 14,808 14,337
    KORN FERRY INTL 18,611 19,029
    LA Z BOY INC 13,952 14,857
    LANNETT CO INC 13,756 12,350
    LITHIA MOTORS INC CL A 18,005 21,396
    LITTELFUSE INC 12,602 12,281
    MADDEN STEVEN LTD 15,499 16,019
    MAXIMUS INC 18,825 28,632
    MEDASSETS INC 2,727 2,922
    MENTOR GRAPHICS CORP 16,384 17,102
    MICROSEMI CORP 14,071 16,194
    MOLINA HEALTHCARE INC 10,787 12,075
    MYRIAD GENETICS INC 9,396 9,302
    NATIONAL PENN BANCSHARES INC 6,528 6,527
    OASIS PETROLEUM INC 10,154 10,307
    ORBITAL ATK INC 14,850 16,524
    PENNYMAC MTG INV TR 10,509 9,038
    PIER 1 IMPORTS INC 10,283 11,058
    PLANTRONICS INC 11,671 12,799
    PRIMORIS SERVICES CORP 12,891 11,262
    QORVO INC 17,496 21,195
    RADIAN GROUP INC 18,550 20,680
    ROSETTA RESOURCES INC 9,311 11,844
    RYLAND GROUP INC 16,824 15,692
    RYMAN HOSPITALITY PROPERTIES 15,257 14,604
    SCANSOURCE INC 8,184 8,597
    SINCLAIR BROADCAST GROUP INC A 13,952 14,660
    SKYWEST INC 6,885 6,601
    STAMPS COM INC 8,664 10,228
    STERIS CORP 20,410 20,918
    STONE ENERGY CORP 12,781 10,171
    SUMMIT HOTEL PROPERTIES INC 14,439 14,175
    SUPER MICRO COMPUTER INC 3,962 3,982
    SWIFT TRANSPORTATION CO 21,186 17,453
    SYNAPTICS INC 14,615 17,437
    TENNECO AUTOMOTIVE INC 16,937 17,264
    TESSERA TECHNOLOGIES INC 14,756 14,225
    TEXAS ROADHOUSE INC 18,010 16,880
    TRUEBLUE INC 6,736 8,316
    UBIQUITI NETWORKS INC 5,988 6,169
    US CONCRETE INC 7,160 7,520
    VCA INC 19,121 18,781
    WABASH NATL CORP 12,483 11,644
    WELLCARE HEALTH PLANS INC 13,070 12,508
    WESBANCO INC 9,724 9,302
    WESTERN ALLIANCE BANCORPORATIO 22,086 23,889
    WILSHIRE BANCORP INC 13,411 15,224
    WINTRUST FINANCIAL CORP 20,077 20,942
    ZUMIEZ INC 9,425 7,405
    BRUNSWICK CORP 23,340 21,692
    JOHNSON OUTDOORS INC    
    UNITED TECHNOLOGIES    
    THERMO FISHER SCIENTIFIC INC    
    CAMERON INTL CORP    
    CELEGENE CORP    
    CERNER CORP    
    DISNEY WALT CO    
    FLOWSERVE CORP    
    FOREST LABS INC    
    MICHAEL KORS HOLDINGS LTD    
    OIL DRI CORP AMER    
    ORACLE CORP    
    RALPH LAUREN CORP    
    ROCKWELL AUTOMATION INC    
    SCHEIN HENRY INC    
    DIAGEO PLC SPONS ADR    
    ALLATATE CORP    
    APOGEE ENTERPRISES INC    
    APTAR GROUP INC    
    ATRION CORPORATION    
    BADGER METER INC    
    BALCHEM CORP    
    BAR HBR BANKSHARES    
    BUCKLE INC    
    CABOT MICROELECTONICS CORP    
    COLUMBUS MCKINNON CORP    
    CUBIC CORP    
    DAWSON GEOPHYSICAL CO    
    DRIL QUIP INC    
    ESPEY MFG & ELECTRONIC CORP    
    FIRST LONG ISLAND CORP    
    FLOWER FOODS INC    
    FOSTER LB CORP    
    GORMAN RUPP CORP    
    GRAHAM CORP    
    GRANITE CONSTR INC    
    GULF IS FABRICATION INC    
    GULFMARK OFFSHORE INC    
    HARDINGE INC    
    HAWKINS INC    
    ICU MED INC    
    J & J SNACK FOODS CORP    
    KOSS CORP    
    MARTEN TRANSPORTATION LTD    
    MERIT MED SYS INC    
    MONARCH CASINO & RESORT INC    
    NATIONAL PRESTO INDS INC    
    POWELL INDS INC    
    SPAN AMERICAN MEDICAL SYS INC    
    STARRETT L S CO    
    STURM RUGER & CO INC    
    SUN HYDRAULICS CORP    
    TOOTSIE ROLL INDS INC    
    UNION PAC CORP    
    UNIT CORP    
    UTAH MED PRODS INC    
    VALUE LINE INC    
    WEIS MKTS INC    
    ZEP INC    
    AMERIPRISE FINL INC    
    ANADRARKO PETROLEUM CORP    
    ASTEC INDUSTRIES INC    
    MARCUS CORP    
    PIONEER NAT RES CO    
    QUANTA SYS INC    
    SANDERSON FARMS INC    
    SYNALLOY CORP    
    AMAZON COM INC    
    BORG WARNER INC    
    CAL MAINE FOODS INC    
    CPI AEROSTRUCTURES INC    
    FLOUR CORP    
    LSI INDUSTRIES INC    
    LAUDEE ESTEE COS INC    
    MFRI INC    
    MKS INDUSTRIES INC    
    RPC ENERGY SYS INC    
    STEPAN CO    
    SIFCO INDS INC    
    TWIN DISC INC    
    ADVISORY BOARD CO    
    AMERICAN EAGLE OUTFITTERS    
    AMGEN INC    
    ANALOG DEVICES INC    
    ASTRONICS CORP    
    ATHENAHEALTH INC    
    BEACON ROOFING SUPPLY    
    BIO REFERENCE LABS INC    
    BLACKROCK INC    
    C J ENERGY SERVICES INC    
    CASS INFORMATION SYSTEMS INC    
    CEPHEID INC    
    CHEESECAKE FACTORY INC    
    COSTAR GROUP INC    
    DEALERTRACK TECHNOLOGIES    
    DIGI INTERNATIONAL INC    
    EBIX INC    
    ECHO GLOBAL LOGISTICS INC    
    FINANCIAL ENGINES INC    
    FIVE BELOW    
    FORWARD AIR CORP    
    FRESH MARKET    
    GENTEX CORP    
    INNERWORKINGS INC    
    IPC THE HOSPITALIST CO INC    
    KMG CHEMICALS INC    
    K12 INC    
    MAXIMUS INC    
    MEDNAX INC    
    MOBILE MINI INC    
    MONSANTO INC    
    NATIONAL INSTRS CORP    
    NEOGEN CORP    
    OLD DOMINION FGHT LINE INC    
    PEGASYSTEMS INC    
    PORTFOLIO RECOVERY ASSOCIATIES    
    POWER INTEGRATIONS INC    
    PRECISION CASTPARTS CORP    
    PROTO LABS INC    
    ROLLINS INC    
    SCIQUEST INC    
    SEMTECH CORP    
    SPS COMMERCE INC    
    STARBUCKS CORP    
    TECHNE CORP    
    TRIMBLE NAV LTD    
    ULTIMATE SOFTWARE GROUP INC    
    UNITED NAT FOODS INC    
    URBAN OUTFITTERS INC    
    V F CORP    
    VERINT SYSTEMS INC    
    WALGREEN CO    
    ANHEUSER BUSCH INBEV NV ADR    
    ARM HLDGS PLC ADR    
    ASML HOLDING NV NY REG SHS    
    RITCHIE BROS AUCTIONEERS INC    
    STRATASYS INC    
    VALENT PHARMACEUTICALS INTE    
    ABAXIS INC    
    ADOBE SYS INC    
    AMPCO-PITTSBURG CORP    
    AUTOLIV INC    
    BALDWIN LYONS INC    
    BIOGEN IDEC INC    
    CHANNELADVISOR CORP    
    CHEMED CORP    
    DORMAN PRODUCTS INC    
    FREIGHTCAR AMER INC    
    FURMANITE CORP    
    HEALTHCARE SVCS GROUP INC    
    HINGHAM INSTITUTION FOR SAVING    
    HOOKER FURNITURE CORP    
    LAS VEGAS SANDS CORP    
    MASTEC INC    
    MILLER INDUSTRIES INC    
    MITCHAM INDS INC    
    MSA SAFETY    
    PALO ALTO NETWORKS INC    
    PIKE CORP    
    RESTORATION HARDWARE HOLDING    
    ROADRUNNER TRANSPORTATION SYS    
    SPLUNK INC    
    STARWOOD HOTELS & RESORTS    
    TILE SHOP HLDGS    
    UNITED PARCEL SERVICE    
    UNITED RENTALS    
    BUNGE LIMITED    
    SHIRE PLC ADR    
    XL GROUP PLC    

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    US Government Securities - End of Year Book Value:

    676,307
    US Government Securities - End of Year Fair Market Value:

    693,471
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NUVEEN DIVIDEND VALUE FD AT COST 1,608,407 1,884,354
    NUVEEN REAL ESTATE SEC AT COST 268,535 427,087
    NUVEEN HIGH INCOME BOND FD AT COST 509,928 530,910
    LAUDUS INTL MRKTMASTERS AT COST 806,434 1,037,069
    T ROWE PRICE MID-CAP VALUE FD AT COST 474,065 622,163
    VANGUARD INTL GROWTH FD AT COST 832,453 1,021,230
    T ROWE PRICE MID-CAP GROWTH FD AT COST 432,976 615,308
    DRIEHAUS SELECT CREDIT FD AT COST 1,440,476 1,345,183
    PRINCIPAL PREFERRED SEC INS AT COST 570,210 572,157
    OPPENHEIMER SR FLOATING RATE AT COST 583,784 566,415
    PRINCIPAL GL RE SEC INS AT COST 408,870 450,483
    ROBECO BOSTON PARTNERS LS RSRC AT COST 866,766 1,014,876
    AQR MANAGED FUTURES STR AT COST 375,437 410,404
    ABERDEEN FDS EMRGN MKTS      

    TY 2014 OtherDecreasesSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR PAYING AGENT FEES 17 17   0
    FLOWERS OR MONUMENTS FOR GRAVE 198 0   0


    TY 2014 OtherIncreasesSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    WILLIAM J & GERTRUDE R CASPER FOUNDATION
    EIN: 39-6484669
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PD ON DIVIDENDS 8,517 8,517   0
    BALANCE DUE PRIOR YR 990-PF 1,388 0   0
    ESTIMATED TAX PYMTS 990-PF 16,364 0   0