TY 2015 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
ANTHONY F AND HELEN J CASTLE

Number and street (or P.O. box number if mail is not delivered to street address)2121 WAUKEGAN RD STE 130
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BANNOCKBURN, IL600151836

A Employer identification number

36-4022715

B Telephone number (see instructions)

(847) 943-3980

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$0J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check Sch. B .............
3	Interest on savings and temporary cash investments	105,130		87,618	105,130
4	Dividends and interest from securities...	480,061		393,392	480,061
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		82,485
b	Gross sales price for all assets on line 6a 82,485
7	Capital gain net income (from Part IV, line 2)...			82,485
8	Net short-term capital gain.........
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........	667,676		563,495	585,191
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		21,248
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		243,405
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	264,653		0		0
25	Contributions, gifts, grants paid.......	304,277				75,000
26	Total expenses and disbursements. Add lines 24 and 25	568,930		0		75,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	98,746
b	Net investment income (if negative, enter -0-)			563,495
c	Adjusted net income (if negative, enter -0-)...				585,191

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,396	191,594
	2	Savings and temporary cash investments.........	1,167,611	1,168,053
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule) 25,000
		Less: allowance for doubtful accounts		25,000
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	25,000	55,923
	10a	Investments—U.S. and state government obligations (attach schedule)	459,941	386,244
	b	Investments—corporate stock (attach schedule).......	12,541,315	11,618,944
	c	Investments—corporate bonds (attach schedule).......	1,344,823	863,975
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,427,518	1,285,591
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	16,967,604	15,595,324	0
	17	Accounts payable and accrued expenses..........	12,832	11,313
	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 )
	23	Total liabilities (add lines 17 through 22).........	12,832	11,313
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................	16,954,772	15,572,699
	25	Temporarily restricted...............		11,312
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........
	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).....	16,954,772	15,584,011
	31	Total liabilities and net assets/fund balances (see instructions).	16,967,604	15,595,324

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

16,954,772

Enter amount from Part I, line 27a .....................

98,746

Other increases not included in line 2 (itemize) bullet

-1,469,507

Add lines 1, 2, and 3 ..........................

15,584,011

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

15,584,011

Form 990-PF (2015)

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.)
1a
b
c
d
e

(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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	82,485
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 ...................		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? Yes No

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))
2014
2013
2012
2011
2010

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

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 . . .

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

Multiply line 4 by line 3......................

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

Add lines 5 and 6........................

Enter qualifying distributions from Part XII, line 4.............

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 (2015)

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	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	11,270
	hereand 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
3	Add lines 1 and 2...........................	3	11,270
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	11,270
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	157
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	157
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	215
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	11,328
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

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

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

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

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

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

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

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

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 .

Yes

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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MICHAEL SCHIFFMAN CPA Telephone no. bullet

(847) 943-3980

Located at bullet

2121 WAUKEGAN RD STE 1302121 WAUKEGAN RD STE 130BANNOCKBURNIL ZIP+4 bullet

60015

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

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

16 At any time during calendar year 2015, 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

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

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? YesNo

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

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

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

(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)?...............YesNo

(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.).......YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2015?.............

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)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2015 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 2015.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

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

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2015)

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
PHILLIP R MEIER	PRESIDENT 4.50	0	0	0
157705 MARENGO RD UNION,IL60180	PRESIDENT 4.50	0	0	0
JEROME PODGERS	DIRECTOR 0.50	0	0	0
2220 FOUNDERS DR UNIT 316 NORTHBROOK,IL60062	DIRECTOR 0.50	0	0	0
PATRICK M SCHLIFKA	SECRETARY 5.00	0	0	0
1405 NE 94TH ST KANSAS CITY,MO64155	SECRETARY 5.00	0	0	0
MICHAEL I SCHIFFMAN	TREASURER 22.50	0	0	0
3535 PATTEN RD UNIT 4F HIGHLAND PARK,IL60035	TREASURER 22.50	0	0	0

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...................

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............. bullet

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	WE FUND FOUR YEARS OF COLLEGE LEVEL STUDENTS UP TO 25,000 PER YEAR. IN THE CURRENT YEAR THERE WERE 16 STUDENTS.	229,278
2	WE CONTRIBUTED TO TWO MEDICAL RESEARCH PROJECTS AT TWO UNIVERSITY HOSPITALS: 1 - RUSH ST. LUKE'S: PARKINSON'S DISEASE RESEARCH 2 - NORTHWESTERN MEDICAL: PANCREATIC CANCER RESEARCH 3 - LES TURNER ALS FOUNDATION: ALS MEDICAL RESEARCH	75,000
3


4

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

14,518,407

Average of monthly cash balances.......................

1,321,976

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

15,840,383

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

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

15,840,383

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

instructions) .............................

237,606

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

15,602,777

Minimum investment return. Enter 5% of line 5..................

780,139

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

780,139

Tax on investment income for 2015 from Part VI, line 5......

11,270

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

11,270

Distributable amount before adjustments. Subtract line 2c from line 1............

768,869

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

768,869

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

768,869

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

75,000

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

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

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

75,000

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

75,000

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 (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7		768,869
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......	674,557
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2015:
a From 2010......
b From 2011......
c From 2012......
d From 2013......
e From 2014......
fTotal of lines 3a through e........
4Qualifying distributions for 2015 from Part
XII, line 4: $ 75,000
a Applied to 2014, but not more than line 2a	75,000
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2015 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2015.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............	599,557
f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........		768,869
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) .......
8Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2011....
b Excess from 2012....
c Excess from 2013....
d Excess from 2014....
e Excess from 2015....

Form 990-PF (2015)

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 2015, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total

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).)

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.

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

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

SIDNEY SCHIFFMAN
2121 WAUKEGAN RD STE 130
BANNOCKBURN,IL60015
(847) 943-3980
SSCHIFFMAN@SSCSCPAS.COM

bThe form in which applications should be submitted and information and materials they should include:

APPLIATION MUST BE REQUESTED AND COMPLETED ON OUR FORM ALONG WITH THE REQUIRED SUBMISSIONS.

cAny submission deadlines:

ALL APPLICATIONS MUST BE SUBMITTED BY DECEMBER 31 OF THE YEAR PRIOR TO BEING AWARDED A SCHOLARSHIP O

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

AWARDS ARE NOT TO EXCEED 25,000 PER ANNUM.

Form 990-PF (2015)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
RUSH UNIVERSITY MEDICAL CENTER RUSH UNIVERSITY MEDICAL CENTER 1700 WEST VAN BUREN 1700 WEST VAN BUREN CHICAGO,IL60612	NONE	RECEIVED	MEDICAL RESEARCH	25,000
NORTHWESTERN UNIVERSITY FEINBERG NORTHWESTERN UNIVERISTY FEINBERG 750 N LAKE SHORE DR 750 N LAKE SHORE DR CHICAGO,IL60611	NONE	RECEIVED	MEDICAL RESEARCH	25,000
LES TURNER ALS FOUNDATION 5550 W TOUHY AVENUE 5540 W TOUHY AVENUE SKOKIE,IL60077	NONE		MEDICAL RESEARCH	25,000
Total ................................. 3a				75,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2015)

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	(e) Related or exempt function income (See instructions.)
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 ...........			14		105,130
4 Dividends and interest from securities....					480,061
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 ............					82,485
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)..					667,676

13Total. Add line 12, columns (b), (d), and (e)..................

13667,676

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2015)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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 organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 InvestmentsCorpBondsSchedule

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Name of Bond	End of Year Book Value	End of Year Fair Market Value
EXELON CORP 4.9%
SLM CORP 5.6%
WRIGLEY WM JR CO 4.65%
SAFEWAY INC FIXED RT NT
UA STEPS ISSUER RBC
MAS STEPS ISSUER CS
GM STEPS ISSUER DB
DAL STEPS ISSUER CS
COG STEPS ISSUER BARC
F STEPS ISSUER HSBC 7.0%
URI STEPS ISSUER DB 8.0%
THC STEPS ISSUER BARC 11.0%
INTC STEPS ISSUER BARC 7.0%
AES TRUST III 6.75%	50,080
CLEVELAND ELEC ILLUM CO 5.7%	13,465
CROWN CORK & SEAL INCP DEB 7.375%	19,350
ENTERPRISE PRODUCTS 7.034%	25,313
GTE FLORIDA INC 6.86%	94,641
MERRILL LYNCH & CO 5.25%	24,839
OWENS CORNING INC 9.0%	28,975
AMERENENERGY GENERATING CO SR NT 7.0	33,500
GENERAL ELEC CAP CORP 7.125%	124,332
ARCELORMITTAL SA LUXEMBOURG NT	22,875
CHESAPEAKE ENERGY CORP SR FIXED	14,100
DELL INC INT 6.5%	20,500
SPRINT CAPITAL CORP NOTE - 6.875%	16,560
WESTERN UN CO NT 6.2%	24,306
TRANSOCEAN INC NTS	22,250
UA STEPS ISSUER HSBC	97,500
TWTR STEPS ISSUER BARC	65,100
SWN STEPS ISSUER BARC	14,150
HON AUTOCBN ISSUER BAC	127,116
JOHN HANCOCK LIFE INS CO 5.15%	25,023

- TIN:

TY 2015 InvestmentsCorpStockSchedule

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CAREFUSION CORP
CENTERPOINT ENERGY INC
COVIDIEN PLC
AOL INC
EXELIS INC
MARKWEST ENERGY PARTNERS LP
UIL HOLDINGS CORP
TIME INC
CDK GLOBAL INC
ALABAMA POWER COMPANY 5.2%
MORGAN STANLEY CAP TRUST VII 6.6%
POTASH CP OF SASKATCHEWAN INC
PLUM CREEK TIMBER CO INC COM	47,720
3M CO COM	361,536
ABBOTT LABORATORIES	211,077
AFLAC INC	29,950
ALLETE INC NEW	121,992
AMERICAN EXPRESS CO	20,865
AMGEN INC	48,699
AMERICAN ELECTRIC POWER CO INC	262,215
APACHE CORP	48,917
AQUA AMERICA INC	44,700
AUTOMATIC DATA PROCESSING INC	63,540
BANK OF AMERICA CORP	42,075
GENESIS ENERGY LP	27,555
BRISTOL MYERS SQUIBB CO	158,217
CAPITAL ONE FINANCIAL CORP	14,436
CARDINAL HEALTH INC	133,905
CHENIERE ENERGY INC	11,175
CISCO SYSTEMS INC	54,310
CITIGROUP INC	25,875
CLOROX CO	342,441
COLGATE PALMOLIVE CO	53,296
CONOCOPHILLIPS	46,690
DELTA AIRLINES INC	6,184
DOMINION RES INC NEW VA	507,300
DUKE ENERGY CORP NEW	66,607
EMC CORP-MASS	20,544
ENTERGY CORP NEW	205,080
ENTERPRISE PRODS PARTNERS L P COM	534,110
EXELON CORP	108,303
EXXON MOBIL CORP	116,925
FIRSTENERGY CORP COM	297,786
GENERAL ELECTRIC CO	208,705
HARLEY DAVIDSON INC	31,773
HARTFORD FINANCIAL SERVICES	34,768
THE MOSAIC COMPANY	27,590
INTEL CORP	51,675
INTERNATIONAL BUSINESS MACHINES	48,167
ITT CORP	21,792
JPMORGAN CHASE & CO	145,266
JOHNSON & JOHNSON	102,720
KEYCORP NEW	19,785
CENTURYLINK INC SHS	5,032
L 3 COMMUNICATIONS HLDGS INC COM	65,731
ONEOK INC	55,485
LOWES COMPANIES INC	38,020
METLIFE INC COM	24,105
MICROSOFT CORP	166,440
MORGAN STANLEY	20,677
NEW YORK COMMUNITY BANCORP	60,384
NORTHROP GRUMMAN CORP	37,762
FREEPORT-MCMORAN INC	10,832
OGE ENERGY CORP	105,160
ORACLE CORP COM	73,060
PEPCO HOLDINGS	65,025
PEPSICO INC	149,880
PFIZER INC	48,420
POWER SHARES QQQ TR	111,860
PROCTER & GAMBLE CO	214,407
PUB SVC ENTERPRISE GRP	154,760
RAYONIER INC	14,985
REGIONS FINANCIAL CORP	19,200
SOUTHERN CO COM	304,135
SPECTRA ENERGY CORP	119,700
STANDARD & POORS MIDCAP	152,424
STARWOOD HOTELS	13,856
TARGET CORP	72,610
TEXAS INSTRUMENTS INC	10,962
TIME WARNER CABLE INC	37,118
TIME WARNER INC	8,601
THE TRAVELERS COMPANIES INC	316,008
UNITED TECHNOLOGIES CORP	48,035
VECTREN CORP INDIANA COM	38,178
WALGREEN BOOTS ALLIANCE INC	127,733
WAL-MART STORES INC	24,520
ANTHEM INC	34,860
WELLS FARGO & CO	190,260
WESTERN ASSET MKTS FD II INC	29,190
XCEL ENERGY INC	71,820
AGL RESOURCES INC	63,810
TECO ENERGY INC	79,950
GENERAL MILLS	86,490
KRAFT HEINZ CO	99,390
LEGGETT & PLATT INC	21,010
MERCK & CO	76,589
NEXTERA ENERGY INC	305,431
OCCIDENTAL PETROLEUM	223,113
SYSCO CORPORATION	20,500
VERMILION ENERGY	27,140
WESTAR ENERGY	127,230
AVISTA CORP	74,277
CBRE CLARION GL REAL ESTATE (IGR)	3,820
COCA COLA COM	85,920
CMS ENERGY CORP	54,120
GENERAL MOTORS COMPANY	15,395
GENERAL MTRS CO WT EXP	284
HUNTINGTON INGALLS INDUSTRIES	4,186
LACLEDE GROUP	17,823
MOTORS LIQ CO GUS TR UNIT BEN INT	1,135
PPL CORPORATION	208,193
XYLEM INC SHS	43,800
DEERE CO	91,524
EATON CORP	52,040
EMERSON ELEC CO	71,745
HONEYWELL INTL INC	124,284
ENGILITY HOLDINGS INC	1,072
PHILLIPS 66	40,900
ATMOS ENERGY CORP	94,560
HALCON RESOURCES CORPORATION	252
MONDELEZ INTERNATIONAL	35,872
ABBVIE INC	302,124
ROYAL DUTCH SHELL PLC	34,343
MALLINCKRODT PLC	9,329
AT&T INC	68,820
VODAFONE GROUP PLC	58,649
KROGER COMPANY COM	100,392
BOEING CO	144,590
OLD REPUBLIC INTL	18,630
ENSCO PLC CLASS A	4,617
ONE GAS INC	25,085
VERIZON COMMUNICATIONS INC	64,431
MERIDIAN BIOSCIENCE INC	20,520
NICE SYSTEMS LTD	57,320
PEOPLE'S UNITED FINANCIAL INC	16,150
CVS HEALTH CORPORATION	48,885
CHICOS FAS INC	3,201
RAYONIER ADVANCED	2,203
BUNGE LTD	34,140
VECTRUS INC	1,379
EQUITY LIFESTYLE PPTYS INC DEP 6.75%	24,225
CME GROUP INC	27,180
REGAL ENTERTAINMENT GROUP	5,661
CALIFORNIA RESOURCES CORP	3,076
CHEVRON CORP	17,992
BECTON DICKINSON & CO	20,032
MEDTRONIC PLC COM	73,536
HARRIS CORP DEL	10,689
PAYPAL HOLDINGS INC	36,200
AETNA INC	21,624
TALEN ENERGY CORP	4,735
PJT PARTNERS INC	2,376
AVANGRID INC	28,800
CORTS TR II PROVIDENT FING TR 8.2%	1,031
COUNTRYWIDE CAPITAL IV 6.75%	96,140
FEDERAL NATL MTG ASSN	2,755
HSBC HLDGS PLC	20,354
ING GROEP NV 7.05%	25,940
ING GROEP NV 6.375%	25,780
ING GROEP NV 6.2%	40,800
PHOENIX COS INC NEW 7.45%	20,390
RENAISSANCERE HLDGS LTD 6.08%	20,561
RBS CAPITAL FUNDING TRUST V 5.9%	24,540
TELEPHONE & DATA SYSTEMS INC	37,515
CHUBB CORP	92,848

- TIN:

TY 2015 InvestmentsOtherSchedule2

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Category/ Item	Listed at Cost or FMV	Book Value
REGENCY ENERGY PARTNERS LP	FMV
CLEARBRIDGE ENERGY MLP	FMV
ENBRIDGE ENERGY PARTNERS L.P.	FMV	161,490
KKR FINANCIAL HOLDINGS LLC	FMV	31,180
KINDER MORGAN INC	FMV	75,182
THE BLACKSTONE GROUP LP	FMV	99,416
ENERGY TRANSFER PARTNERS LP	FMV	1,450
MPLX LP COM UNIT	FMV	85,740
BLACKROCK MUNIHLDGS FUND	FMV	64,813
ISHARES TRUST S&P SMALLCAP 600	FMV	99,099
CLEARBRIDGE ENERGY MLP	FMV	62,035
NUVEEN MUNI VALUE FUND	FMV	249,257
EUROPACIFIC GROWTH FUND-A	FMV	22,775
THE GROWTH FUND OF AMERICA-A	FMV	41,612
SMALLCAP WORLD FUND-A	FMV	33,774
FUNDAMENTAL INVESTORS-A	FMV	19,469
THE INVESTMENT COMPANY OF AMERICA-A	FMV	44,602
CAPITAL WORLD GROWTH & INCOME FUND	FMV	22,452
WASHINGTON MUTUAL INVESTORS FUND-A	FMV	26,225
THE INCOME FUND OF AMERICA-A	FMV	56,737
INTERMEDIATE BOND FUND OF AMERICA-A	FMV	3,069
GABELLI EQUITY INCOME	FMV	17,304
CAPITAL INCOME BUILDER - CLASS A	FMV	21,296
DREYFUS STRATEGIC MUNICIPALS INC	FMV	8,540
ALLIANZ AGIC INCOME & GROWTH FUND	FMV	13,505
OPPENHEIMER ROCHESTER MUNI FD 4.75%	FMV	24,569

- TIN:

TY 2015 OtherExpensesSchedule

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
ADMINISTRATIVE FEES	165,175
DIRECTORS FEES	61,250
INVESTMENT EXPENSE	14,775
INSURANCE & LEGAL	2,205

- TIN:

TY 2015 OtherIncreasesSchedule

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Description	Amount
UNREALIZED GAIN (LOSS)	-1,469,506
ROUNDING ADJ	-1

- TIN:

TY 2015 OtherNotesLoansRcvblShortSch2

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Name of 501(c)(3) Organization	Balance Due
ACCOUNTS RECEIVABLE	25,000

- TIN:

TY 2015 TaxesSchedule

Name:

ANTHONY F AND HELEN J CASTLE

EIN:

36-4022715

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PROVISION FOR INCOME TAX	21,248