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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
CLARENCE AND PEARL BECKER CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)9370 NORTH LAKE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532171446
A Employer identification number

39-6775961
B Telephone number (see instructions)

(414) 352-3257
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$550,189
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 400
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 15,211 15,211  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,347
b Gross sales price for all assets on line 6a 88,812
7 Capital gain net income (from Part IV, line 2)... 4,347
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........ 19,958 19,558  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,850 1,925   1,925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 445 445   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,295 2,370   1,925
25 Contributions, gifts, grants paid....... 25,469 25,469
26 Total expenses and disbursements. Add lines 24 and 25 29,764 2,370   27,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,806
b Net investment income (if negative, enter -0-) 17,188
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 602 1,157 1,157
2 Savings and temporary cash investments......... 39,464 41,697 41,697
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 400 600 600
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 360,957 Click to see attachment348,163 506,735
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)..........      
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) 401,423 391,617 550,189
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 401,423 391,617
30 Total net assets or fund balances (see instructions)..... 401,423 391,617
31 Total liabilities and net assets/fund balances (see instructions). 401,423 391,617
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
401,423
2
Enter amount from Part I, line 27a .....................
2
-9,806
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
391,617
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
391,617
Form 990-PF (2015)
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.)
1 a 116 SH CDK GLOBAL INC P 2010-03-15 2015-01-27
b 600 SH CONOCOPHILLIPS P 2012-10-09 2015-08-12
c 25 SH HALYARD HEALTH INC P 2010-05-10 2015-01-27
d 233 SH KRAFT FOODS GRP INC P 2008-04-08 2015-07-06
e 600 SH PAYCHECK INC P 2008-04-08 2015-01-27
600 SH QUANTA SERVICES INC P 2015-01-27 2015-12-01
(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 5,150   1,978 3,172
b 29,880   35,394 -5,514
c 1,049   529 520
d 11,743   7,899 3,844
e 27,993   22,004 5,989
12,997   16,661 -3,664
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       3,172
b       -5,514
c       520
d       3,844
e       5,989
      -3,664
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 4,347
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))
2014 26,972 566,083 0.047647
2013 23,141 511,516 0.045240
2012 19,916 458,455 0.043442
2011 19,192 405,473 0.047332
2010 20,268 387,948 0.052244
2
Total of line 1, column (d) .....................
20.235905
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
0.047181
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
556,308
5
Multiply line 4 by line 3......................
5
26,247
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
172
7
Add lines 5 and 6........................
7
26,419
8
Enter qualifying distributions from Part XII, line 4.............
8
27,394
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)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 172
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........................... 3 172
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- ..... 5 172
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 600
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.............. 7 600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 428
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet428 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletSTEPHEN BECKER Telephone no.bullet (414) 352-3257

    Located atbullet9370 N LAKE DRIVEMILWAUKEEWI ZIP+4bullet53217
    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 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
    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
     
     
    ........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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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
     
     
    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 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.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    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
    STEPHEN S BECKER TRUSTEE
    1.00
    0 0 0
    9370 N LAKE DRIVE
    MILWAUKEE,WI53217
    BONNIE GOULD TRUSTEE
    1.00
    0 0 0
    4550 PARK MARBELLA
    CALABASAS,CA91302
    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  
    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.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    519,037
    b
    Average of monthly cash balances.......................
    1b
    45,743
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    564,780
    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
    564,780
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,472
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    556,308
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,815
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    27,815
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    172
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    172
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,643
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,643
    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
    27,643
    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
    27,394
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,394
    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
    172
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,222
    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)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 27,643
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 25,225
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 27,394
    a Applied to 2014, but not more than line 2a 25,225
    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 2015 distributable amount..... 2,169
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    25,474
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    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)
    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 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    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)
    aPaid during the year
    ALZHEIMERS ASSOCIATION
    4221 WILSHIRE BLVD 400
    LOS ANGELES,CA90010
    NONE PC GENERAL 350
    AMERICAN CANCER SOCIETY
    PO BOX 22538
    OKLAHOMA CITY,OK731231538
    NONE PC GENERAL 250
    AMERICAN COLLEGE OF BANKRUPTCY FOUNDATION
    PO BOX 249
    STANARDSVILLE,VA22973
    NONE PC GENERAL 500
    AMERICAN HEART ASSOCIATION
    816 SO FIGUEROA ST
    LOS ANGELES,CA90017
    NONE PC DEAR NEIGHBOR CAMPAIGN 100
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158
    NONE PC GENERAL 250
    BET TZEDEK
    3250 WILSHIRE BLVD 13TH FLOOR
    LOS ANGELES,CA900101577
    NONE PC GENERAL 100
    BOYS & GIRLS CLUB OF GREATER MILWAUKEE
    PO BOX 12486
    MILWAUKEE,WI53212
    NONE PC GENERAL 100
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET 8TH FLOOR
    NEW YORK,NY10022
    NONE PC GENERAL 250
    CALIFORNIA HIGHWAY PATROLL 11-99 FOUNDATION
    2244 NORTH STATE COLLEGE BLVD
    FULLERTON,CA92831
    NONE PC GENERAL 250
    CALIFORNIA WILDLIFE OFFICERS FOUNDATION
    480 LYTTON AVE STE 4
    PALO ALTO,CA94301
    NONE PC GENERAL 100
    CASA OF VENTURA COUNTY COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN
    PO BOX 1135
    CAMARILLO,CA930111135
    NONE PC GENERAL 100
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
    NONE PC GENERAL 2,100
    CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION
    PO BOX 1997 MS 3050
    MILWAUKEE,WI532011997
    NONE PC GENERAL 200
    CITY OF HOPE
    1500 E DUARTE ROAD
    DUARTE,CA91010
    NONE PC GENERAL 250
    COA YOUTH AND FAMILY CENTERS
    909 EAST NORTH AVENUE
    MILWAUKEE,WI53212
    NONE PC GALA LIVE APPEAL- STEVE BECKER FUND 700
    CHILDRENS HOSPITAL OF ORANGE COUNTY
    1201 W LA VETA AVE
    ORANGE,CA92868
    NONE PC GENERAL 50
    CONGREGATION EMANU-EL B'NE JESHURUN
    2020 WEST BROWN DEER ROAD
    MILWAUKEE,WI53217
    NONE PC GENERAL 400
    FOX POINT-BAYSIDE EDUCATIONAL FOUNDATION INC
    7300 N LOMBARDY RD
    MILWAUKEE,WI53217
    NONE PC GENERAL 25
    FRIENDS OF GREENWOOD CEMETARY
    9410 N LAKE DRIVE
    BAYSIDE,WI53217
    NONE PC GENERAL 275
    FRIENDS OF NORTH SHORE LIBRARY
    6800 N PORT WASHINGTON ROAD
    GLENDALE,WI53217
    NONE PC GENERAL 50
    FROEDERT HOSPITAL FOUNDATION
    9200 WEST WISCONSIN AVENUE
    MILWAUKEE,WI532263596
    NONE PC GREATEST NEED PROGRAM 200
    HAVEN HILLS
    PO BOX 260
    CANOGA PARK,CA91305
    NONE PC GENERAL 100
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA02780
    NONE PC GENERAL 100
    HUNGER TASK FORCE
    201 S HAWLEY COURT
    MILWAUKEE,WI53214
    NONE PC GENERAL 150
    JEWISH COMMUNITY CENTER
    6255 N SANTA MONICA BLVD
    MILWAUKEE,WI532174353
    NONE PC PJ LIBRARY PROGRAM- RUTH GILL MEMORIAL 50
    JEWISH COMMUNITY CENTER
    6255 N SANTA MONICA BLVD
    MILWAUKEE,WI532174353
    NONE PC CAMP INTERLAKEN AJ SOBEL FUND 250
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD STE 700
    LOS ANGELES,CA90010
    NONE PC GENERAL 150
    JEWISH FAMILY SERVICES
    1300 N JACKSON STREET
    MILWAUKEE,WI53202
    NONE PC GENERAL 300
    JEWISH HOME AND CARE CENTER FOUNDATION
    1414 NORTH PROSPECT AVE
    MILWAUKEE,WI53202
    NONE PC GENERAL 200
    JEWISH MUSEUM MILWAUKEE
    1360 NORTH PROSPECT AVE
    MILWAUKEE,WI532023094
    NONE PC GENERAL 2,100
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI530814507
    NONE PC GENERAL 100
    K9S FOR WARRIORS
    260 SOUTH ROSCOE BLVD
    PONTE VEDRA BEACH,FL32082
    NONE PC GENERAL 250
    LEUKEMIA & LYMPHOMA SOCIETY
    200 S EXECUTIVE DR 203
    BROOKFIELD,WI530054216
    NONE PC GENERAL 75
    MAKE A WISH FOUNDATION
    1875 CENTURY PARK EAST SUITE 950
    LOS ANGELES,CA90067
    NONE PC GENERAL 100
    MARCH OF DIMES
    PO BOX 370560
    MILWAUKEE,WI532371660
    NONE PC GENERAL 50
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK ROAD
    MILWAUKEE,WI532260509
    NONE PC GENERAL 250
    MILWAUKEE ART MUSEUM
    700 NORTH ART MUSEUM DRIVE
    MILWAUKEE,WI53202
    NONE PC GENERAL 85
    MILWAUKEE CENTER FOR INDEPENDENCE
    2020 WEST WELLS STREET
    MILWAUKEE,WI53233
    NONE PC GENERAL 500
    MILWAUKEE JEWISH FEDERATION
    1360 NORTH PROSPECT AVE
    MILWAUKEE,WI53202
    NONE PC GENERAL 600
    MILWAUKEE PUBLIC MUSEUM
    800 W WELLS STREET
    MILWAUKEE,WI532331478
    NONE PC GENERAL 140
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY
    MILWAUKEE,WI532023109
    NONE PC GENERAL 100
    MPTV MILWAUKEE PUBLIC TELEVISION
    1036 N 8TH STREET
    MILWAUKEE,WI53233
    NONE PC GENERAL 200
    MUSEUM OF TOLERANCE
    9786 WEST PICO BLVD
    LOS ANGELES,CA90035
    NONE PC GENERAL 45
    NATHAN AND ESTHER PELZ HOLOCAUST EDUCATION RESOURCE CENTER
    1360 NORTH PROSPECT AVE
    MILWAUKEE,WI532023094
    NONE PC GENERAL 100
    NORTH SHORE LIBRARY FOUNDATION
    6800 N PORT WASHINGTON ROAD
    GLENDALE,WI532173920
    NONE PC GENERAL 100
    OPERATION FREEDOM PAWS
    777 FIRST ST PMB 515
    GILROY,CA95020
    NONE PC GENERAL 258
    PAWS AND STRIPES
    PO BOX 46253
    RIO RANCHO,NM87174
    NONE PC GENERAL 258
    PLANNED PARENTHOOD LOS ANGELES
    400 W 30TH ST
    LOS ANGELES,CA90007
    NONE PC GENERAL 100
    PLANNED PARENTHOOD OF WISCONSIN
    302 NORTH JACKSON ST
    MILWAUKEE,WI53202
    NONE PC GENERAL 250
    PUPPIES BEHIND BARS
    263 W 38TH ST FL 4
    NEW YORK,NY10016
    NONE PC GENERAL 100
    PUPPY RESCUE MISSION INC
    PO BOX 1516
    CELINA,TX75009
    NONE PC NEDA'S FUND 250
    RONALD MCDONALD HOUSE CHARITIES
    ONE KROC DRIVE
    OAK BROOK,IL60523
    NONE PC GENERAL 250
    SAINT CONSTANTINE AND HELEN CHURCH
    2160 WAUWATOSA AVE
    WAUWATOSA,WI53213
    NONE PC PAUL SPHERR MEMORIAL 100
    SCHLITZ AUDUBON NATURE CENTER
    1111 E BROWN DEER ROAD
    MILWAUKEE,WI53217
    NONE PC GENERAL 250
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY DR
    LOS ANGELES,CA900354709
    NONE PC GENERAL 100
    SKIRBALL CULTURAL CENTER
    2701 N SEPULVEDA BLVD
    LOS ANGELES,CA90049
    NONE PC GENERAL 65
    ST FRANCIS CHILDREN'S CENTER
    6700 N PORT WASHINGTON ROAD
    MILWAUKEE,WI53217
    NONE PC GENERAL 300
    SUSAN G KOMEN FOR THE CURE
    PO BOX 96216
    WASHINGTON,DC200906216
    NONE PC GENERAL 250
    THE JEWISH FEDERATION OF GREATER LOS ANGELES
    6505 WILSHIRE BLVD SUITE 1100
    LOS ANGELES,CA90048
    NONE PC GENERAL 2,500
    TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
    3033 WILSON BLVD STE 630
    ARLINGTON,VA22201
    NONE PC GENERAL 250
    UCLA FOUNDATION
    10920 WILSHIRE BLVD SUITE 1400
    LOS ANGELES,CA900246516
    NONE PC GENERAL 100
    UNIVERSITY OF CALIFORNIA BERKELEY SCHOOL OF LAW
    2080 ADDISON ST
    BERKELEY,CA947204200
    NONE PC BOALT LAW FOUNDATION 1,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVENUE
    MADISON,WI53726
    NONE PC GENERAL 200
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVENUE
    MADISON,WI53726
    NONE PC MEAT SCIENCE & MUSCLE BIOLOGY PROGRAM FUND 500
    UNIVERSITY SCHOOL OF MILWAUKEE
    2100 WEST FAIRY CHASM ROAD
    MILWAUKEE,WI53217
    NONE PC GENERAL 1,000
    UPAF - UNITED PERFORMING ARTS FUND
    301 W WISCONSIN AVE STE 600
    MILWAUKEE,WI53203
    NONE PC EMORY 100
    USO UNITED SERVICE ORGANIZATION OF SOUTHERN CALIFORNIA
    203 WORLD WAY WEST SUITE 200
    LOS ANGELES,CA90045
    NONE PC GENERAL 150
    WEST OAKLAND MEDICAL THERAPY UNIT
    1240 18TH STREET
    OAKLAND,CA94607
    NONE PC GENERAL 1,500
    WISCONSIN JEWISH CHRONICLE
    1360 NORTH PROSPECT AVE
    MILWAUKEE,WI53202
    NONE PC GENERAL 100
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    NONE PC GENERAL 200
    WUWM FRIENDS
    111 E WISCONSIN AVE SUITE 700
    MILWAUKEE,WI53202
    NONE PC WUWM FRIENDS 150
    AMERICAN DIABETES ASSOCIATION
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311
    NONE PC DON SHANE 100
    COOK MEMORIAL LIBRARY DISTRICT
    413 N MILWAUKEE AVE
    LIBERTYVILLE IL,IL60048
    NONE PC OUTREACH SENIOR SERVICES 50
    DISCOVERY WORLD-SCIENCE AND TECHNOLOGY CENTER
    500 N HARBOR DR
    MILWAUKEE,WI53202
    NONE PC GENERAL 50
    DISABILITY RIGHTS LEGAL CENTER
    256 S OCCIDENTAL BLVD SUITE B
    LOS ANGELES,CA90057
    NONE PC GENERAL 100
    EASTER SEALS OF SOUTHEAST WISCONSIN
    2222 S 114TH STREET
    WEST ALLIS,WI53227
    NONE PC GENERAL 152
    GREATER MILWAUKEE FOUNDATION
    101 W PLEASANT ST STE 210
    MILWAUKEE,WI53212
    NONE PC RG SCHLAEGER JR ACCORD FUND 50
    HEAR WISCONSIN
    10243 W NATIONAL AVE
    WEST ALLIS,WI53227
    NONE PC GENERAL 100
    JEWISH GEN
    EDMOND J SAFRA PLAZA 36 BATTERY
    PLACE
    NEW YORK,NY10280
    NONE PC GENERAL 200
    LOS ANGELES JEWISH HOME
    7150 TAMPA AVE
    RESEDA,CA91335
    NONE PC GENERAL 50
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL 100
    JEWISH WOMENS THEATER
    2912 COLORADO AVE SUITE 102
    SANTA MONICA,CA90404
    NONE PC GENERAL 56
    LAMOTH LOS ANGELES MUSEUM OF THE HOLOCAUST
    100 S THE GROVE DR
    LOS ANGELES,CA90036
    NONE PC GENERAL 100
    NATIONAL MILITARY FAMILY ASSOCIATION
    3601 EISENHOWER AVE SUITE 425
    ALEXANDRIA,VA22304
    NONE PC GENERALGENERAL 250
    NEIGHBORHOOD HOUSE
    2819 W RICHARDSON PLACE
    MILWAUKEE,WI53208
    NONE PC GENERAL 100
    OUR LADY OF LOURDES CATHOLIC SCHOOL
    3772 E 3RD STREET
    LOS ANGELES,CA900632408
    NONE PC PARISH SCHOOL-CINDY SHARP 50
    SHARSHERET
    1086 TEANECK ROAD SUITE 2G
    TEANECK,NJ07666
    NONE PC GENERAL 50
    SUPPORT THE ENLISTED PROJECT
    PO BOX 26747
    SAN DIEGO,CA92196
    NONE PC GENERAL 100
    TRIPLE NEGATIVE BREAST CANCER FOUNDATION
    PO BOX 204
    NORWOOD,NJ07648
    NONE PC GENERAL 500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC200242126
    NONE PC GENERAL 100
    WISCONSIN ALUMNI ASSOCIATION
    650 NORTH LAKE STREET
    MADISON,WI53706
    NONE PC GENERAL 100
    WOODLAND PATTERN BOOK CENTER
    720 EAST LOCUST STREET
    MILWAUKEE,WI53212
    NONE PC GENERAL 85
    ZOOLOGICAL SOCIETY
    10005 WEST BLUEMOUND ROAD
    MILWAUKEE,WI532264383
    NONE PC BERNIE PEIK 50
    Total .................................bullet 3a 25,469
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    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
    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 15,211  
    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 4,347  
    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).. 0 19,558 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1319,558
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    CLARENCE AND PEARL BECKER CHARITABLE
     
    FOUNDATION
    EIN:
    39-6775961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,850 1,925   1,925

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    CLARENCE AND PEARL BECKER CHARITABLE
     
    FOUNDATION
    EIN:
    39-6775961
    Name of Stock End of Year Book Value End of Year Fair Market Value
    500 SH COLGATE-PALMOLIVE CO 15,918 33,310
    475 SH EMERSON ELECTRIC CO 15,985 22,719
    350 SH GLAXOSMITHKLINE PLC 15,508 14,123
    225 SH JOHNSON & JOHNSON 15,183 23,112
    233 SH KRAFT FOODS CL 7,899 16,953
    600 SH PAYCHEX INC 0 0
    300 SH ABBOTT LABORATORIES 7,996 13,473
    350 SH AUTOMATIC DATA PROCESSING 13,748 29,652
    300 SH CHEVRON CORP 24,133 26,988
    1,000 SH INTEL CORP 19,658 34,450
    200 SH KIMBERLY CLARK CORP 12,207 25,460
    1,000 SH WELLS FARGO & CO 26,061 54,360
    600 SH VERIZON COMMUNICATIONS 22,964 27,732
    800 SH BRISTOL MYERS SQUIBB 27,157 55,032
    600 SH CONOCOPHILLIPS 0 0
    200 SH ABBVIE INC 5,780 11,848
    1,000 SH GENERAL ELECTRIC 26,838 31,150
    1,400 SH BANK AMERICA CORP 24,699 23,562
    116 SH CDK GLOBAL INC 0 0
    25 SH HALYARD HEALTH INC 0 0
    500 SH METLIFE INC 26,564 24,105
    400 SH CITIGROUP INC NEW 22,882 20,700
    300 SH COGNIZANT TECHNOLOGY SOLUTIONS CORP 16,983 18,006

    TY 2015 TaxesSchedule
    Name:
    CLARENCE AND PEARL BECKER CHARITABLE
     
    FOUNDATION
    EIN:
    39-6775961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 445 445   0