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
BERT L AND PATRICIA S STEIGLEDER CHARITABLE
 

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

39-6541246
B Telephone number (see instructions)

(414) 765-5870
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$11,905,698J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 196,690 199,094  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 419,322
b Gross sales price for all assets on line 6a 4,105,639
7 Capital gain net income (from Part IV, line 2)... 419,337
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........ 616,012 618,431  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,448 85,904   9,544
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 15,386 7,693 0 7,693
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 27,972 4,038   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 18 18    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,324 97,653 0 18,737
25 Contributions, gifts, grants paid........ 498,500 498,500
26 Total expenses and disbursements. Add lines 24 and 25 638,824 97,653 0 517,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,812
b Net investment income (if negative, enter -0-) 520,778
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.......... 31,227 127,620 127,917
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)      
b Investments—corporate stock (attach schedule)........ 1,767,459 Click to see attachment1,512,086 2,557,324
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,336,302 Click to see attachment6,472,543 9,220,457
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) 8,134,988 8,112,249 11,905,698
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......... 8,134,988 8,112,249
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)...... 8,134,988 8,112,249
31 Total liabilities and net assets/fund balances (see instructions).. 8,134,988 8,112,249
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 8,134,988
2 Enter amount from Part I, line 27a..................... 2 -22,812
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 73
4 Add lines 1, 2, and 3.......................... 4 8,112,249
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,112,249
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 .5522 CBS OUTDOOR AMERICAS INC   2014-01-21 2014-07-29
b 11709.869 CAMBIAR INTL EQUITY FUND INS   2014-01-28 2014-07-31
c 212. CBS OUTDOOR AMERICAS INC   2014-01-21 2014-07-31
d 1635.386 VANGUARD INTL GRWTH FD CL ADM   2011-04-25 2014-07-31
e 14. VISA INC   2011-04-11 2014-07-31
683. ACCENTURE PLC CL A     2014-08-14
131. APPLE INC   2004-06-17 2014-08-18
2952.689 DRIEHAUS ACTIVE INCOME FUND   2011-08-17 2014-08-18
207.487 T ROWE PRICE MID CAP GROWTH FD #64   2010-12-14 2014-08-18
2143.09 AMERICAN EUROPACIFIC GRTH F2     2014-08-19
. PHARMACIA CORPORATION     2014-08-29
. TOYOTA MTR CORP A D R     2014-09-23
20434.406 INV BALANCE RISK COMM STR Y     2014-10-24
16078.347 CREDIT SUISSE COMM RET ST CO     2014-10-24
7357. SPDR DOW JONES INTERNATIONAL ETF     2014-10-24
330. SPDR DOW JONES INTERNATIONAL ETF   2014-03-10 2014-10-24
. AMERICAN INTL GROUP INC     2014-11-26
. FANNIE MAE     2014-12-23
73. ALEXION PHARMACEUTICALS INC COM   2012-01-26 2015-02-03
64. ALLERGAN INC   2011-04-11 2015-02-03
98. AMERICAN EXPRESS CO   2011-04-11 2015-02-03
151. AMERICAN TOWER CORP   2009-01-30 2015-02-03
432. ARM HLDGS PLC A D R   2013-01-30 2015-02-03
84. BOEING CO   2014-01-21 2015-02-03
186. BRISTOL MYERS SQUIBB CO   2014-01-21 2015-02-03
170. CERNER CORPORATION   2011-04-11 2015-02-03
61. COSTCO WHSL CORP   2013-01-30 2015-02-03
95. CUMMINS INC   2011-04-11 2015-02-03
258. DELTA AIR LINES INC   2014-01-21 2015-02-03
186. DISCOVERY COMMUNICATIONS C   2011-09-16 2015-02-03
143. DOLLAR TREE INC   2011-04-11 2015-02-03
12882.392 DRIEHAUS SELECT CREDIT FUND     2015-02-03
132. ECOLAB INC   2011-04-11 2015-02-03
186. FACEBOOK INC A   2013-01-30 2015-02-03
196. GILEAD SCIENCES INC   2014-01-21 2015-02-03
127. GOLDMAN SACHS GROUP INC     2015-02-03
31. GOOGLE INC CL A   2011-04-11 2015-02-03
58. GOOGLE INC CL C     2015-02-03
22. GRAINGER W W INC   2013-01-30 2015-02-03
148. HUNT J B TRANS SVCS INC   2013-01-30 2015-02-03
259. JARDEN CORP   2014-01-21 2015-02-03
107. KANSAS CITY SOUTHERN   2013-01-30 2015-02-03
192. LAUDER ESTEE COS INC CL A   2011-04-11 2015-02-03
161. LULULEMON ATHLETICA INC   2011-04-11 2015-02-03
296. MASTERCARD INC   2011-04-11 2015-02-03
53. MCKESSON CORPORATION   2012-08-06 2015-02-03
164. NIKE INC   2011-04-11 2015-02-03
91. OCEANEERING INTERNATIONAL INC   2014-01-21 2015-02-03
47. PIONEER NAT RES CO COM W/RIGHTS ATTACHED EXP 7/31/2011   2011-04-11 2015-02-03
41. PRAXAIR INC   2003-08-27 2015-02-03
51. PRECISION CASTPARTS CORP   2011-04-11 2015-02-03
129. QUALCOMM INC   2002-04-23 2015-02-03
79. RALPH LAUREN CORP   2011-04-11 2015-02-03
159.697 T ROWE PRICE MID CAP GROWTH FD #64   2006-02-24 2015-02-03
21740.027 T ROWE PRICE INTL BOND FUND   2014-05-05 2015-02-03
176. SALESFORCE COM INC   2011-04-11 2015-02-03
194. STARBUCKS CORP   2011-04-11 2015-02-03
104. 3M CO   2011-04-11 2015-02-03
23515.202 MORGAN DEMPSEY SMALL MICRO CAP VALUE   2014-01-21 2015-02-03
43. UNITED TECHNOLOGIES CORP   2002-07-17 2015-02-03
6496.977 VANGUARD INTL GRWTH FD CL ADM     2015-02-03
126. VISA INC   2011-04-11 2015-02-03
202. WHOLE FOODS MKT INC   2013-01-30 2015-02-03
55. WYNN RESORTS LTD   2011-04-11 2015-02-03
69. PERRIGO CO PLC   2013-12-19 2015-02-03
16. PERRIGO CO PLC   2013-12-19 2015-02-03
18825.05 T ROWE PRICE INTL BOND FUND     2015-02-13
266. ALLERGAN INC   2011-04-11 2015-03-17
24. ALLERGAN INC   2013-05-02 2015-03-17
.807 ACTAVIS PLC   2015-03-17 2015-04-01
89. GRAINGER W W INC     2015-05-01
12417.372 LOOMIS SAYLES GLBL BOND INST   2015-02-13 2015-05-01
10465.201 OPPENHEIMER DEVELOPING MARKETS I     2015-05-01
1291.304 OPPENHEIMER DEVELOPING MARKETS I   2015-02-03 2015-05-01
286. AMPHENOL CORP NEW CL A     2015-05-04
347. DISCOVERY COMMUNICATIONS C     2015-05-04
6918.288 PARAMETRIC EMERGING MARKETS INSTL     2015-05-04
350. OCEANEERING INTERNATIONAL INC   2014-01-21 2015-05-04
4344.16 ROBECO BOSTON PARTNERS L S RSRCH   2014-01-21 2015-05-04
226. WYNN RESORTS LTD   2011-04-11 2015-05-04
.2114 GOOGLE INC CL C   2013-05-02 2015-05-06
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 18   15 3
b 289,702   286,892 2,810
c 6,994   5,875 1,119
d 122,425   108,050 14,375
e 2,966   1,085 1,881
53,998   13,291 40,707
12,877   305 12,572
31,535   31,328 207
16,033   12,065 3,968
107,133   86,722 20,411
37     37
53     53
165,723   233,947 -68,224
107,725   145,097 -37,372
306,362   274,369 31,993
13,742   13,701 41
240     240
145     145
12,752   5,461 7,291
14,053   4,812 9,241
8,110   4,553 3,557
14,795   4,580 10,215
20,340   18,032 2,308
12,368   11,923 445
11,057   10,213 844
11,334   4,654 6,680
8,884   6,286 2,598
13,760   10,202 3,558
11,777   8,264 3,513
5,316   3,686 1,630
10,537   3,997 6,540
118,003   130,603 -12,600
13,825   6,768 7,057
13,777   5,806 7,971
20,582   15,756 4,826
22,620   18,417 4,203
16,373   8,949 7,424
30,415   16,663 13,752
5,369   4,815 554
12,053   9,960 2,093
12,675   10,776 1,899
12,165   9,997 2,168
13,835   9,121 4,714
10,575   7,151 3,424
24,452   7,903 16,549
11,208   4,661 6,547
15,150   6,392 8,758
5,029   6,810 -1,781
7,478   4,847 2,631
5,031   1,293 3,738
10,596   7,421 3,175
8,534   2,065 6,469
13,315   9,857 3,458
12,124   9,169 2,955
193,486   212,620 -19,134
10,104   5,958 4,146
16,870   6,885 9,985
17,192   9,766 7,426
287,121   332,505 -45,384
5,083   1,355 3,728
457,647   372,037 85,610
32,185   9,767 22,418
10,714   9,658 1,056
8,411   6,946 1,465
10,354   10,502 -148
2,401   2,435 -34
165,849   184,650 -18,801
64,253   20,001 44,252
5,797   2,452 3,345
238   246 -8
22,079   19,852 2,227
192,097   193,463 -1,366
379,468   368,198 11,270
46,823   45,518 1,305
16,173   8,556 7,617
10,656   7,698 2,958
102,737   113,366 -10,629
19,040   26,193 -7,153
67,812   62,686 5,126
26,530   28,542 -2,012
112   88 24
      126,670
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       3
b       2,810
c       1,119
d       14,375
e       1,881
      40,707
      12,572
      207
      3,968
      20,411
      37
      53
      -68,224
      -37,372
      31,993
      41
      240
      145
      7,291
      9,241
      3,557
      10,215
      2,308
      445
      844
      6,680
      2,598
      3,558
      3,513
      1,630
      6,540
      -12,600
      7,057
      7,971
      4,826
      4,203
      7,424
      13,752
      554
      2,093
      1,899
      2,168
      4,714
      3,424
      16,549
      6,547
      8,758
      -1,781
      2,631
      3,738
      3,175
      6,469
      3,458
      2,955
      -19,134
      4,146
      9,985
      7,426
      -45,384
      3,728
      85,610
      22,418
      1,056
      1,465
      -148
      -34
      -18,801
      44,252
      3,345
      -8
      2,227
      -1,366
      11,270
      1,305
      7,617
      2,958
      -10,629
      -7,153
      5,126
      -2,012
      24
       
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 2 419,337
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 485,632 9,482,390 0.051214
2012 461,928 8,963,278 0.051536
2011 468,553 8,620,980 0.05435
2010 435,922 8,848,883 0.049263
2009 440,884 8,223,333 0.053614
2 Total of line 1, column (d) ...................... 2 0.259977
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 0.051995
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 9,447,352
5 Multiply line 4 by line 3....................... 5 491,215
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,208
7 Add lines 5 and 6......................... 7 496,423
8 Enter qualifying distributions from Part XII, line 4.............. 8 517,237
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 5,208
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 5,208
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 5,208
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 15,477
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 15,477
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,269
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet5,208 RefundedBullet 11 5,061
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) 765-5870
    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
     
     
    .........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
    U S BANK N A TRUSTEE
    40     		95,448    
    PO BOX 3194
    MILWAUKEE,WI532013194
    PAUL J TILLEMAN TRUSTEE
    4     		0    
    411 E WISCONSIN AVE STE 2040
    MILWAUKEE,WI53202
    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
    9,415,058
    b
    Average of monthly cash balances.......................
    1b
    176,162
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,591,220
    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
    9,591,220
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    143,868
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,447,352
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    472,368
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    472,368
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,208
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    467,160
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    467,160
    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
    467,160
    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
    517,237
    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
    517,237
    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
    5,208
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    512,029
    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 7 467,160
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 32,225
    b From 2010....... 0
    c From 2011....... 39,654
    d From 2012....... 20,773
    e From 2013....... 26,989
    fTotal of lines 3a through e......... 119,641
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 517,237
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 467,160
    e Remaining amount distributed out of corpus 50,077
    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 5 169,718
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		32,225
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		137,493
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 39,654
    c Excess from 2012.... 20,773
    d Excess from 2013.... 26,989
    e Excess from 2014.... 50,077
    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:
    BERT L PATRICIA S STEIGLEDER CH
    411 E WISCONSIN AVE STE 2040
    MILWAUKEE,WI532024426
    (414) 277-5000
    bThe form in which applications should be submitted and information and materials they should include:
    INQUIRIES AND APPLICATIONS SHOULD BE IN WRITING
    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 GUIDELINES AND RESTRICTIONS AND 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
    BEL CANTO CHORUS
    158 N BROADWAY
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    BIG BROTHERS BIG SISTERS
    OF METROPOLITAN MILW
    788 N JEFFERSON ST 600
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 3,500
    BOYS & GIRLS CLUBS OF
    GREATER MILWAUKEE
    1558 N 6TH ST
    MILWAUKEE,WI53212     		N/A PUBLIC SUPPORT OF DECADE OF HOPE 10,000
    CITY YEAR MILWAUKEE
    287 COLUMBUS AVE
    BOSTON,MA02216     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    CIVIC MUSIC ASSOCIATION
    2625 S GREELEY ST STE 3A
    MILWAUKEE,WI53207     		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000
    COA YOUTH & FAMILY CENTERS
    909 E NORTH AVE
    MILWAUKEE,WI53212     		N/A PUBLIC SUPPORT OF BUILDING FOR THE 10,000
    88NINE RADIO MILWAUKEE
    5312 W VLIET ST
    MILWAUKEE,WI53208     		N/A PUBLIC CAPITAL CAMPAIGN 10,000
    FEEDING AMERICA EASTERN WISCONSIN
    1700 W FOND DU LAC AVE
    MILWAUKEE,WI53205     		N/A PUBLIC SUPPORT OF FRESH RESCUE 3,000
    FIRST STAGE
    325 W WALNUT ST
    MILWAUKEE,WI53212     		N/A PUBLIC GENERAL OPERATING SUPPORT 15,000
    FLORENTINE OPERA COMPANY
    930 E BURLEIGH ST
    MILWAUKEE,WI53212     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    GIRL SCOUTS OF WISCONSIN SOUTHEAST
    131 S 69TH ST
    MILWAUKEE,WI53214     		N/A PUBLIC SUPPORT OF URBAN OUTREACH 5,000
    HOLTON YOUTH & FAMILY CENTER
    510 E BURLEIGH
    MILWAUKEE,WI53212     		N/A PUBLIC SUPPORT OF AFTER SCHOOL 10,000
    HUNGER TASK FORCE
    201 S HAWLEY CT
    MILWAUKEE,WI53214     		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000
    MARCUS CENTER FOR THE PERFORMING ARTS
    929 N WATER ST
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    MENOMONEE VALLEY PARTNERS INC
    301 W WISCONSIN AVE 400B
    MILWAUKEE,WI53203     		N/A PUBLIC SUPPORT OF FROM THE GROUND 10,000
    MEQUON NATURE PRESERVE INC
    8200 W COUNTY LINE RD
    MEQUON,WI53092     		N/A PUBLIC GENERAL OPERATING SUPPORT 7,500
    MILWAUKEE ART MUSEUM
    700 N ART MUSEUM DR
    MILWAUKEE,WI53202     		N/A PUBLIC SUPPORT OF ANNIVERSARY 30,000
    MILWAUKEE BALLET
    504 W NATIONAL AVE
    MILWAUKEE,WI53204     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    MILWAUKEE FILM
    229 E WISCONSIN AVE STE 200
    MILWAUKEE,WI53202     		N/A PUBLIC SUPPORT OF MILWAUKEE 2014 10,000
    MILWAUKEE INSTITUTE OF
    ART & DESIGN
    273 E ERIE ST
    MILWAUKEE,WI53202     		N/A PUBLIC SUPPORT OF 2014/2015 10,000
    MILWAUKEE PUBLIC MUSEUM
    800 W WELLS ST
    MILWAUKEE,WI532331478     		N/A PUBLIC CROSSROAD OF CIVILIZATION 10,000
    MILWAUKEE PUBLIC LIBRARY
    814 W WISCONSIN AVE
    MILWAUKEE,WI53233     		N/A PUBLIC SUPPORT OF MPL LIBRARY 10,000
    MILWAUKEE SYMPHONY ORCHESTRA
    700 N WATER ST STE 700
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 15,000
    MILWAUKEE YOUTH THEATRE
    820 E KNAPP ST
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 3,000
    MILWAUKEE REPERTORY
    THEATRE
    108 E WELLS ST
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 25,000
    MILWAUKEE COUNTY WAR MEMORIAL
    CENTER
    750 N LINCOLN MEMORIAL DR
    MILWAUKEE,WI53202     		N/A PUBLIC SUPPORT OF OPERATION RENEW 10,000
    NATHAN AND ESTHER PELZ HOLOCAUST
    EDUCATION RESOURCE CENTER
    1360 N PROSPECT AVE
    MILWAUKEE,WI53202     		N/A PUBLIC SUPPORT OF "PINAT HATIKVAH" 20,000
    NEXT ACT THEATRE
    PO BOX 394
    MILWAUKEE,WI53201     		N/A PUBLIC SUPPORT OF JOURNEY HOUSE 5,000
    NEXT DOOR
    2545 N 29TH ST
    MILWAUKEE,WI53210     		N/A PUBLIC GENERAL OPERATING SUPPORT 15,000
    PENFIELD CHILDREN'S CENTER
    833 N 26TH ST
    MILWAUKEE,WI53233     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    IN TANDEM THEATRE INC
    628 N 10TH ST
    MIKWAUKEE,WI53233     		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000
    LITERACY SERVICES OF WISCONSIN
    555 N PLANKINTON AVE
    MILWAUKEE,WI53203     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    SCHOOLS THAT CAN MILWAUKEE
    111 W PLEASANT ST 101
    MILWAUKEE,WI53212     		N/A PUBLIC GENERAL OPERATING SUPPORT 7,500
    VISION FORWARD ASSOCIATION
    912 N HAWLET ROAD
    MILWAUKEE,WI53213     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    ST VINCENT DE PAUL SOCIETY
    9601 W SILVER SPRING DR
    MILWAUKEE,WI53225     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    MODJESKA PERFORMING ARTS
    1134 W HISTORIC MITCHELL ST
    MILWAUKEE,WI53204     		N/A PUBLIC GENERAL PUBLIC SUPPORT 7,500
    MILWAUKEE RIVERKEEPER
    1845 N FARWELL AVE 100
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    KIDS FROM WISCONSIN
    640 S 84TH ST
    MILWAUKEE,WI53214     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    RUACH INC
    6310 N PORT WASHINGTON ROAD
    GLENDALE,WI53217     		N/A PUBLIC GENERAL PUBLIC SUPPORT 5,000
    ZOOLOGICAL SOCIETY OF MILWAUKEE
    10005 W BLUEMOUND RD
    MILWAUKEE,WI53226     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    WHITEFISH BAY PUBLIC EDUCATION FOUNDATIO
    1200 E FAIRMOUNT AVE
    WHITEFISH BAY,WI53217     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    WISCONSIN ACADEMY OF GRADUATE SERVICE DO
    1338 DEWEY CT
    MADISON,WI53703     		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000
    NOTRE DAME SCHOOLS OF MILWAUKEE
    1420 W SCOTT ST
    MILWAUKEE,WI53204     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    OUR NEXT GENERATION INC
    3421 W LISBON AVE
    MILWAUKEE,WI53208     		N/A PUBLIC CREATING COMMUNITY THROUGH 5,000
    OZAUKEE WASHINGTON LAND
    TRUST INC
    PO BOX 917
    WEST BEND,WI530950917     		N/A PUBLIC SUPPORT REBUILDING DONGES 10,000
    PORT WASHINGTON HISTORICAL SOCIETY
    PO BOX 491
    PORT WASHINGTON,WI53074     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    RENAISSANCE THEATERWORKS
    158 N BROADWAY 500
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 20,000
    SCHLITZ AUDUBON NATURE CENTER
    111 E BROWN DEER RD
    MILWAUKEE,WI53217     		N/A PUBLIC OPERATING SUPPORT 7,500
    SHARON LYNNE WILSON CENTER
    FOR THE ARTS
    19805 W CAPITOL DR
    BROOKFIELD,WI53045     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    SHARP LITERACY INC
    750 N LINCOLN MEMORIAL DR 311
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    SILVER SPRING
    NEIGHBORHOOD CENTER
    5460 N 64TH ST
    MILWAUKEE,WI53218     		N/A PUBLIC GENERAL OPERATING SUPPORT 5,000
    SKYLIGHT MUSIC THEATRE
    158 N BROADWAY
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    ST ANN CENTER FOR INTERGENERATIONAL
    CARE
    2801 E MORGAN AVE
    MILWAUKEE,WI53207     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    UNITED COMMUNITY CENTER
    1028 SOUTH 9TH ST
    MILWAUKEE,WI53204     		N/A PUBLIC OPERATING SUPPORT 2,500
    UNITED PERFORMING ARTS FUND
    929 N WATER ST
    MILWAUKEE,WI53202     		N/A PUBLIC ANNUAL GIFT 2014 CAMPAIGN 17,500
    UNITED WAY OF GREATER
    MILWAUKEE
    225 W VINE ST
    MILWAUKEE,WI53212     		N/A PUBLIC SUPPORT OF 2014 CAMPAIGN 10,000
    VITAL VOICES OF MENTAL HEALTH
    912 N HAWLEY RD
    MILWAUKEE,WI53213     		N/A PUBLIC GENERAL OPERATING SUPPORT 2,000
    WILD SPACE DANCE COMPANY
    820 E KNAPP ST
    MILWAUKEE,WI53203     		N/A PUBLIC SUPPORT OF PROJECT DANCE 3,000
    WISCONSIN CONSERVATORY OF
    MUSIC
    1584 N PROSPECT AVE
    MILWAUKEE,WI53202     		N/A PUBLIC GENERAL OPERATING SUPPORT 10,000
    Total .................................bullet 3a 498,500
    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....     14 196,690  
    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 .............     		    18 419,322  
    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)..   616,012  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13616,012
    (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:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    U.S. BANK, TAX PREP FEES 1,500     1,500

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALEXION PHARMACEUTICALS INC 16,669 36,154
    APPLE INC 3,492 188,138
    PRAXAIR INC 12,770 42,918
    QUALCOMM INC 8,686 32,192
    UNITED TECHNOLOGIES CORP 16,269 50,695
    AMERICAN TOWER CORP 14,255 43,846
    ALLERGAN INC 32,338 32,167
    AMAZON COM INC 29,404 54,261
    AMERICAN EXPRESS CO 27,471 45,777
    AMPHENOL CORP 26,086 57,970
    BORG WARNER INC 18,433 28,249
    CERNER CORP 16,063 39,019
    CUMMINS INC 30,399 37,389
    DISCOVERY COMMUNICATIONS INC 11,688 17,728
    DOLLAR TREE INC 15,099 38,073
    ECOLAB INC 24,479 48,055
    GOOGLE INC CL A 27,731 50,764
    LAUDER ESTEE COS INC 35,802 62,915
    LULULEMON ATHLETICA INC 31,502 34,936
    MASTERCARD INC 27,547 93,854
    NIKE INC 22,274 57,899
    PERRIGO CO LTD 42,465 51,568
    PIONEER NAT RES CO 32,939 44,519
    PRECISION CASTPARTS CORP 18,917 25,983
    PRICELINE COM INC 48,502 103,623
    SALESFORCE COM INC 19,145 38,714
    STARBUCKS CORP 25,734 77,098
    VISA INC 21,240 73,596
    3M CO 27,119 45,519
    RALPH LAUREN CORP 34,187 36,267
    COSTCO WHSL CORP 23,262 27,012
    FACEBOOK INC 19,452 54,289
    HUNT J B TRANS SVCS INC 22,276 27,172
    KANSAS CITY SOUTHERN 15,942 15,504
    MCKESSON CORP 15,236 37,768
    WHOLE FOODS MKT INC 31,286 25,873
    ARM HLDGS PLC ARD 17,125 18,870
    BIOGEN IDEC INC 54,653 72,709
    BOEING CO 50,391 49,246
    BRISTOL MYERS SQUIBB CO 45,575 55,228
    CARMAX INC 21,688 31,847
    CBS CORP CL B NON VOTING 33,842 31,247
    DELTA AIR LINES INC 32,830 42,107
    GILEAD SCIENCES INC 53,218 77,507
    GOOGLE INC CL C 25,301 40,079
    HOME DEPOT INC 41,836 57,899
    J P MORGAN CHASE CO 33,471 38,962
    JARDEN CORP 27,531 33,638
    POLARIS INDS INC 26,163 28,585
    TRACTOR SUPPLY CO 27,646 33,458
    WORKDAY INC 23,742 19,861
    HALLIBURTON CO 42,909 42,553
    SHERWIN WILLIAMS CO 21,102 20,627
    CVS HEALTH CORPORATION 35,192 36,708
    TARGET CORP 24,126 24,489
    CHIPOTLE MEXICAN GRILL INC 27,586 24,200

    TY 2014 InvestmentsOtherSchedule2
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NUVEEN HIGH INCOME BD FD AT COST 466,654 474,030
    CREDIT SUISSE COMM RET ST CO AT COST 121,198 82,614
    DRIEHAUS ACTIVE INCOME FD AT COST 98,084 95,773
    OPPENHEIMER SR FLOAT RATE AT COST 294,063 286,210
    TCW EMERGING MARKETS INCOME FD AT COST 437,646 380,483
    AQR MANAGED FUTURES STR I AT COST 95,631 97,661
    VOYA INTERNATIONAL REAL ESTATE AT COST 383,903 379,313
    T ROWE PRICE MID CAP GROWTH FD AT COST 203,206 293,751
    T ROWE PRICE MID CAP VALUE FD AT COST 230,787 2,872,336
    TFS MARKET NEUTRAL FUND AT COST 404,362 403,054
    PARAMETRIC EMERGING MARKETS IN AT COST 483,872 452,037
    T ROWE PRICE INTL GR&INC FD AT COST 537,587 501,924
    GLENMEDE SC EQUITY PORT ADV AT COST 289,465 305,465
    NUVEEN REAL ESTATE SECS I AT COST 718,336 694,441
    NUVEEN GLOBAL INFRASTR FD CL I AT COST 338,543 326,583
    CAUSEWAY EMERGING MARKETS INST AT COST 532,810 494,022
    AMERICAN EUROPACIFIC GRTH F2 AT COST 329,621 501,753
    ROBECO BOSTON PARTNERS L S RSR AT COST 506,775 579,007

    TY 2014 LegalFeesSchedule
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 15,386 7,693   7,693


    TY 2014 OtherExpensesSchedule
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR PAYING AGENT FEES 18 18   0


    TY 2014 OtherIncreasesSchedule
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    BERT L AND PATRICIA S STEIGLEDER CHARITABLE
    EIN: 39-6541246
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 4,038 4,038   0
    PY EXCISE TAX DUE 8,457 0   0
    ESTIMATED EXCISE PAYMENTS 15,477 0   0