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
The Guzior Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)7030 W 63rd Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60638
A Employer identification number

20-3152476
B Telephone number (see instructions)

(773) 586-7777
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$906,424
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,014 22,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,689
b Gross sales price for all assets on line 6a 787,476
7 Capital gain net income (from Part IV, line 2)... 73,687
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)....... 4,672    
12 Total. Add lines 1 through 11........ 100,375 95,701  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,200      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,452      
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 12,246 12,246    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 500      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 223      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,621 12,246   0
25 Contributions, gifts, grants paid....... 69,750 69,750
26 Total expenses and disbursements. Add lines 24 and 25 88,371 12,246   69,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,004
b Net investment income (if negative, enter -0-) 83,455
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.............      
2 Savings and temporary cash investments......... 64,695 94,597 95,598
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 594,104 Click to see attachment621,370 721,659
c Investments—corporate bonds (attach schedule)....... 140,071 Click to see attachment94,907 89,167
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) 798,870 810,874 906,424
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 798,870 810,874
30 Total net assets or fund balances (see instructions)..... 798,870 810,874
31 Total liabilities and net assets/fund balances (see instructions). 798,870 810,874
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
798,870
2
Enter amount from Part I, line 27a .....................
2
12,004
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
810,874
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
810,874
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 146 shrs Brunswick Corp P 2006-09-21 2015-02-04
b 55 shrs Brunswick Corp P 2009-11-24 2015-02-04
c 34 shrs Brunswick Corp P 2010-03-16 2015-02-04
d 56 shrs Hartford Finl Svcs Grp P 2009-07-31 2015-02-06
e 70 shrs Hartford Finl Svcs Grp P 2011-10-17 2015-02-06
249 shrs Textron Inc P 2006-09-21 2015-02-11
25 shrs Textron Inc P 2011-10-17 2015-02-11
57 shrs Energizer Holdings Inc P 2009-07-01 2015-02-17
8 shrs Energizer Holdings Inc P 2010-03-08 2015-02-17
59 shrs Clorox Co P 2006-09-21 2015-03-02
6 shrs Clorox Co P 2007-08-31 2015-03-02
80 shrs Conocophillips P 2006-09-21 2015-03-13
39 shrs Clorox Co P 2007-08-31 2015-05-06
64 shrs 3M Company P 2006-09-21 2015-06-22
2 shrs Abbott Laboratories P 2007-08-31 2015-06-22
8 shrs Abbvie Inc P 2007-08-31 2015-06-22
71 shrs Aetna Inc P 2006-09-21 2015-06-22
68 shrs Altria Group Inc P 2006-09-21 2015-06-22
3 shrs American Express Co P 2006-09-21 2015-06-22
38 shrs Ameriprise Financial Inc P 2009-07-01 2015-06-22
90 shrs Berkshire Hathaway Inc Cl B P 2006-09-21 2015-06-22
45 shrs Chevron Corp P 2006-09-21 2015-06-22
113 shrs Cigna Corporation Com P 2006-09-21 2015-06-22
1 shr Concophillips P 2006-09-21 2015-06-22
99 shrs Dow Chemical Co P 2006-09-21 2015-06-22
32 shrs General Mills Inc P 2006-09-21 2015-06-22
89 shrs Honeywell Intl Inc P 2006-09-21 2015-06-22
34 shrs Kimberly Clark Corp P 2006-09-21 2015-06-22
11 shrs Lockheed Martin Corp P 2006-09-21 2015-06-22
13 shrs Microsoft Corp P 2015-02-12 2015-06-22
19 shrs Phillips 66 P 2006-09-21 2015-06-22
7 shrs Public Svc Enterprise Grp P 2006-09-21 2015-06-22
42 shrs Target Corp P 2006-09-21 2015-06-22
27 shrs Wells Fargo & Co P 2010-03-08 2015-06-22
12 shrs Kraft Foods Group Inc Cl A P 2015-06-22 2015-07-06
122 shrs Waste Management Inc P 2006-09-21 2015-08-05
95 shrs Waste Management Inc P 2009-07-31 2015-08-05
24 shrs Waste Management Inc P 2015-06-22 2015-08-05
63 shrs Kimberly Clark Corp P 2006-09-21 2015-09-09
41 shrs Kraft Heinz Company P 2006-09-21 2015-09-09
12 shrs Kraft Heinz Company P 2015-06-22 2015-09-09
59 shrs AGL Resources Inc P 2006-09-21 2015-10-20
13 shrs AGL Resources Inc P 2015-06-22 2015-10-20
59.126 shrs Baron Real Estate Fund P 2014-04-21 2015-01-21
1075.53 shrs Blackrock Global Long/Short P 2013-02-15 2015-01-21
81 shrs Claymore Guggenheim Enhance P 2013-02-15 2015-01-21
143 shrs Claymore Guggenheim Enhance P 2014-08-05 2015-01-21
100 shrs Claymore Guggenheim Enhance P 2014-08-05 2015-01-21
447 shrs Global X Next Emerging P 2014-04-21 2015-01-21
47.572 shrs Gotham Absoute Return Ins P 2014-04-21 2015-01-21
16 Ishrs Core S&P 500 ETF P 2012-06-05 2015-01-21
709.565 shrs Merger Fd Sh Ben Int P 2013-11-21 2015-01-21
17.131 shrs Merger Fd Sh Ben Int P 2014-04-21 2015-01-21
35 Powershares QQQ Nasdaq 100 P 2013-11-21 2015-01-21
32.289 shrs SDRIX: Northern Lights Fund P 2012-12-24 2015-01-21
3.779 shrs SDRIX: Northern Lights Fund P 2014-12-19 2015-01-21
443 shrs Vanguard FTSE Developed Mkt P 2012-06-05 2015-01-21
26 shrs Vanguard FTSE Developed Mkt P 2013-11-21 2015-01-21
188 shrs Vanguard FTSE Emerging Mkt P 2013-07-26 2015-01-21
23 shrs Vanguard High Dividend Yield P 2012-06-05 2015-01-21
15 shrs Vanguard Mid-Cap P 2012-06-05 2015-01-21
248 shrs Vanguard Short Term Corporate P 2014-02-21 2015-01-21
515.066 shrs Gotham Absoute Return Ins P 2014-04-21 2015-04-30
285 shrs Vanguard High Dividend Yield P 2012-06-05 2015-04-30
1518.536 shrs Oppenheimer Steelpath MLP P 2012-06-05 2015-07-16
100.724 shrs Oppenheimer Steelpath MLP P 2015-01-21 2015-07-16
1776.619 shrs Pimco Fds Pac Invt Mgmt P 2015-01-21 2015-07-16
239 shrs Vanguard Short Term Corporate P 2014-02-21 2015-07-16
3 shrs Vanguard Short Term Corporate P 2014-04-21 2015-07-16
959.638 shrs Baron Emerging Markets Fund P 2015-01-21 2015-08-18
723.745 shrs Gotham Absoute Return Ins P 2013-06-13 2015-08-18
157.232 shrs Gotham Absoute Return Ins P 2014-04-21 2015-08-18
300.4 shrs Gotham Absoute Return Ins P 2013-06-13 2015-09-09
657.834 shrs SDRIX: Northern Lights Fund P 2012-12-24 2015-09-09
296.604 shrs Gotham Absoute Return Ins P 2013-06-13 2015-09-16
449.505 shrs Baron Real Estate Fund P 2014-04-21 2015-12-16
163 Ishrs Core MSCI Emerging Mkt P 2015-01-21 2015-12-16
1552.919 shrs Maingate MLP Fund P 2015-07-16 2015-12-16
779.644 shrs Salient MLP and Energy Infr P 2014-09-26 2015-12-16
148.587 shrs Salient MLP and Energy Infr P 2015-01-21 2015-12-16
400 shrs Vanguard Total International P 2015-01-21 2015-12-16
128 shrs Vanguard Total International P 2015-04-30 2015-12-16
1026.02 shrs WFA Absolute Return Fund P 2013-11-21 2015-12-16
44.608 shrs WFA Absolute Return Fund P 2015-01-21 2015-12-16
7 Ishrs Core S&P 500 P 2014-09-16 2015-01-05
16 Ishrs Core S&P 500 P 2014-10-01 2015-01-05
131 Ishrs Core S&P 500 P 2014-11-18 2015-01-05
3 Proshares Ultra S&P 500 P 2014-09-16 2015-01-05
8 Proshares Ultra S&P 500 P 2014-10-01 2015-01-05
19 Proshares Ultra S&P 500 P 2014-11-18 2015-01-05
7 Ishrs Core S&P MidCap P 2014-11-03 2015-02-02
214 Ishrs Core S&P MidCap P 2014-11-18 2015-02-02
265 Ishrs Russell 2000 Index P 2015-01-05 2015-02-02
8 Proshares Ultra MidCap 400 P 2014-11-03 2015-02-02
45 Proshares Ultra MidCap 400 P 2014-11-18 2015-02-02
35 Proshares Ultra Russell 2000 P 2015-01-05 2015-02-02
256 Ishrs 3-7 Year Treasury P 2015-02-02 2015-02-11
288 Ishrs 7-10 Year Treasury P 2014-12-16 2015-02-11
283 Ishrs 7-10 Year Treasury P 2015-02-02 2015-02-11
270 Ishrs Russell 2000 Index P 2014-12-16 2015-02-11
2 Ishrs Russell 2000 Index P 2015-01-05 2015-02-11
62 Proshares Ultra 7-10 Year Tr P 2014-12-16 2015-02-11
99 Proshares Ultra 7-10 Year Tr P 2015-02-02 2015-02-11
43 Proshares Ultra Russell 2000 P 2014-12-16 2015-02-11
668 shrs Vanguard Total Stock Mkt P 2015-02-11 2015-10-12
(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 7,961 0 4,584 3,377
b 2,999 0 585 2,414
c 1,854 0 544 1,310
d 2,257 0 933 1,324
e 2,821 0 1,266 1,555
10,741 0 10,505 236
1,078 0 461 617
7,786 0 3,079 4,707
1,093 0 470 623
6,475 0 3,741 2,734
658 0 358 300
4,862 0 3,597 1,265
4,131 0 2,328 1,803
10,229 0 4,707 5,522
90 0 50 40
553 0 216 337
9,151 0 2,738 6,413
3,363 0 1,296 2,067
234 0 165 69
4,880 0 942 3,938
12,699 0 5,065 7,634
4,491 0 2,804 1,687
18,416 0 4,468 13,948
53 0 45 8
5,282 0 3,842 1,440
1,803 0 878 925
9,332 0 3,623 5,709
3,699 0 2,114 1,585
2,101 0 915 1,186
593 0 558 35
1,505 0 508 997
276 0 214 62
3,514 0 2,289 1,225
1,551 0 781 770
875 0 1,059 -184
6,271 0 4,382 1,889
4,883 0 2,674 2,209
1,234 0 1,154 80
6,535 0 3,917 2,618
2,976 0 1,225 1,751
871 0 0 871
3,656 0 2,368 1,288
805 0 635 170
1,533 0 1,366 167
11,175 0 11,433 -258
4,043 0 4,060 -17
7,138 0 7,173 -35
4,992 0 5,016 -24
10,263 0 11,747 -1,484
653 0 638 15
3,254 0 2,065 1,189
11,062 0 11,580 -518
267 0 278 -11
3,553 0 2,915 638
383 0 319 64
45 0 45 0
16,887 0 12,891 3,996
991 0 1,063 -72
7,680 0 7,499 181
1,565 0 1,042 523
1,824 0 1,096 728
19,873 0 19,875 -2
6,974 0 6,907 67
19,856 0 12,916 6,940
17,402 0 15,040 2,362
1,154 0 1,224 -70
18,814 0 19,401 -587
19,012 0 19,153 -141
239 0 240 -1
10,642 0 11,640 -998
9,307 0 8,605 702
2,022 0 2,108 -86
3,779 0 3,572 207
7,374 0 6,493 881
3,794 0 3,527 267
11,116 0 10,388 728
6,554 0 7,819 -1,265
12,812 0 19,800 -6,988
5,153 0 12,053 -6,900
982 0 1,887 -905
18,199 0 19,460 -1,261
5,824 0 6,764 -940
10,527 0 11,574 -1,047
458 0 488 -30
1,426 0 1,409 17
3,260 0 3,145 115
26,692 0 28,342 -1,650
373 0 361 12
994 0 1,052 -58
2,362 0 2,630 -268
999 0 996 3
30,554 0 35,628 -5,074
30,584 0 31,265 -681
570 0 727 -157
3,209 0 4,229 -1,020
2,935 0 3,074 -139
31,514 0 31,984 -470
30,959 0 30,837 122
30,422 0 31,190 -768
32,221 0 30,876 1,345
239 0 236 3
3,544 0 3,730 -186
5,659 0 5,957 -298
3,847 0 3,533 314
69,298 0 71,342 -2,044
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 0 0 0 3,377
b 0 0 0 2,414
c 0 0 0 1,310
d 0 0 0 1,324
e 0 0 0 1,555
0 0 0 236
0 0 0 617
0 0 0 4,707
0 0 0 623
0 0 0 2,734
0 0 0 300
0 0 0 1,265
0 0 0 1,803
0 0 0 5,522
0 0 0 40
0 0 0 337
0 0 0 6,413
0 0 0 2,067
0 0 0 69
0 0 0 3,938
0 0 0 7,634
0 0 0 1,687
0 0 0 13,948
0 0 0 8
0 0 0 1,440
0 0 0 925
0 0 0 5,709
0 0 0 1,585
0 0 0 1,186
0 0 0 35
0 0 0 997
0 0 0 62
0 0 0 1,225
0 0 0 770
0 0 0 -184
0 0 0 1,889
0 0 0 2,209
0 0 0 80
0 0 0 2,618
0 0 0 1,751
0 0 0 871
0 0 0 1,288
0 0 0 170
0 0 0 167
0 0 0 -258
0 0 0 -17
0 0 0 -35
0 0 0 -24
0 0 0 -1,484
0 0 0 15
0 0 0 1,189
0 0 0 -518
0 0 0 -11
0 0 0 638
0 0 0 64
0 0 0 0
0 0 0 3,996
0 0 0 -72
0 0 0 181
0 0 0 523
0 0 0 728
0 0 0 -2
0 0 0 67
0 0 0 6,940
0 0 0 2,362
0 0 0 -70
0 0 0 -587
0 0 0 -141
0 0 0 -1
0 0 0 -998
0 0 0 702
0 0 0 -86
0 0 0 207
0 0 0 881
0 0 0 267
0 0 0 728
0 0 0 -1,265
0 0 0 -6,988
0 0 0 -6,900
0 0 0 -905
0 0 0 -1,261
0 0 0 -940
0 0 0 -1,047
0 0 0 -30
0 0 0 17
0 0 0 115
0 0 0 -1,650
0 0 0 12
0 0 0 -58
0 0 0 -268
0 0 0 3
0 0 0 -5,074
0 0 0 -681
0 0 0 -157
0 0 0 -1,020
0 0 0 -139
0 0 0 -470
0 0 0 122
0 0 0 -768
0 0 0 1,345
0 0 0 3
0 0 0 -186
0 0 0 -298
0 0 0 314
0 0 0 -2,044
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 73,687
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 -24,328
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 28,350 1,011,777 0.028020
2013 51,598 967,141 0.053351
2012 54,386 1,064,025 0.051113
2011 49,280 888,756 0.055448
2010 25,185 824,342 0.030552
2
Total of line 1, column (d) .....................
20.218484
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
0.043697
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,067,530
5
Multiply line 4 by line 3......................
5
46,648
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
835
7
Add lines 5 and 6........................
7
47,483
8
Enter qualifying distributions from Part XII, line 4.............
8
69,750
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 1 835
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........................... 3 835
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- ..... 5 835
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 660
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.............. Part VI Line 7 - Tax Paid with the Original Return: 660 7 660
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 9 175
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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)
    bulletIL
    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 ofbulletRICHARD J GUZIOR Telephone no.bullet (773) 586-7777

    Located atbullet7030 West 63rd StreetChicagoIL ZIP+4bullet60638
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 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
     
    No
    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
    RICHARD J GUZIOR SR President
    1.00
    0 0 0
    7 Horseshoe Ln
    Lemont,IL60439
    CHRISTINE E GUZIOR Secretary
    1.00
    0 0 0
    7 Horseshoe Ln
    Lemont,IL60439
    DAVID A GOSS Treasurer
    1.00
    0 0 0
    806 Laurel Bay
    New Lenox,IL60451
    RICHARD W GUZIOR Director
    1.00
    600 0 0
    8263 Ripple Ridge
    Darien,IL60651
    CHARISSA GUZIOR Director
    1.00
    600 0 0
    8217-I Concord Ln
    Justice,IL60458
    RONALD GUZIOR Director
    1.00
    600 0 0
    7 Horseshoe Lane
    Lemont,IL60451
    RUSSELL GUZIOR Director
    1.00
    600 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    RYAN GUZIOR Director
    1.00
    600 0 0
    1029 Owen Point Rd
    Camdenton,MO65020
    RANDALL GUZIOR Director
    1.00
    600 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    CARLA GUZIOR Director
    1.00
    600 0 0
    7 Horseshoe Ln
    Lemont,IL60451
    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.........................bullet  
    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
    928,515
    b
    Average of monthly cash balances.......................
    1b
    155,272
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,083,787
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,083,787
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,257
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,067,530
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,377
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    53,377
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    835
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    52,542
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    52,542
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    52,542
    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
    69,750
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    69,750
    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
    835
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    68,915
    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 52,542
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 1,715
    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: bullet$ 69,750
    a Applied to 2014, but not more than line 2a  
    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 69,750
    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 69,750
    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 .............
    1,715
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    52,542
    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 ......
    69,750
    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.... 69,750
    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).)
    RICHARD J GUZIOR
    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.
    NA
    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
    Stagg Athletics
    8015 West 111th Street
    Palos Hills,IL60465
      501(c)3 Donation 1,200
    Aid for Women Inc
    8 S Michigan Ave Ste 812
    Chicago,IL60603
      501(c)3 Assistance toindigent families 5,500
    Alzheimer's Association
    225 N Michigan Ave Fl 17
    Chicago,IL60601
      501(c)3 Scientific 300
    Catholic Charities
    7000 West 111th Street Ste 101
    Worth,IL60482
      501(c)3 Religious 1,500
    Association for Cultural Interchange
    420 Lexington Ave Ste 300
    New York,NY10170
      501(c)3 Donation 2,000
    Chicago Police Memorial Foundation
    1407 West Washington Blvd
    Chicago,IL60607
      501(c)3 Donation 200
    Courtside Ministries
    One North LaSalle Street Ste 600
    Chicago,IL60602
      501(c)3 Religious 700
    Cystic Fibrosis Foundation
    6931 Arlington Road 2nd Fl
    Bethesda,MD20814
      501(c)3 Scientific 1,500
    Hockey Ministries International
    10700 West 160th St
    Orland Park,IL60467
      501(c)3 Religious 2,000
    Sunrise Beach Recovery Center
    59 Singing Oaks Drive
    Sunrise Beach,MO65079
      501(c)3 Donation 3,000
    Missouri State University
    901 S National Avenue
    Springfield,MO65897
      501(c)3 Education 1,500
    Homer Glen Foundation
    15429 W 139th Street
    Homer Glen,IL60491
      501(c)3 Donation 150
    Lifesong for Orphans
    202 N Ford St
    Gridley,IL61744
      501(c)3 Donation 700
    Make a Wish Foundation
    4742 N 24th Street Ste 400
    Phoenix,AZ85016
      501(c)3 Donation 200
    March of Dimes
    1275 Mamaroneck Avenue
    White Plains,NY10605
      501(c)3 Donation 200
    My Joyful Heart
    9981 West 190th Street Ste 1
    Mokena,IL60448
      501(c)3 Religious 1,000
    Our Lady of Good Counsel Church
    3528 S Hermitage Avenue
    Chicago,IL60609
      501(c)3 Religious 1,000
    Illinois Patrons of the Arts
    835 N Rush Street
    Chicago,IL60611
      501(c)3 Religious 5,000
    Port Ministires
    5013 S Hermitage Avenue
    Chicago,IL60609
      501(c)3 Religious 5,000
    Preeclampsia Foundation
    6905 N Wickham Rd 302
    Melbourne,FL32940
      501(c)3 Scientific 500
    ProLife Action League
    6160 North Cicero Avenue Ste 600
    Chicago,IL60646
      501(c)3 Donation 7,500
    Revision Ministries
    7240 Lakeview Drive East
    Mobile,AL36695
      501(c)3 Religious 700
    To Save a Life
    16405 Equestrian Lane
    Derwood,MD20855
      501 (c) 3 Donation 700
    Share Your Soles
    11201 S Cottage Grove Ave Fl 2
    Chicago,IL60628
      501(c)3 Donation 2,000
    Shrine of Christ the King
    6400 S Kimbark Avenue
    Chicago,IL60637
      501(c)3 Religious 5,000
    Sisters of St Francis
    13900 Main Street
    Lemont,IL60439
      501(c)3 Religious 500
    Smile Train
    41 Madison Ave 28th Fl
    New York,NY10010
      501(c)3 Donation 200
    St Michael Parish School
    314 West Willow
    Wheaton,IL60187
      501(c)3 Education 500
    Valley of our Lady Monastery
    E11096 Yanke Dr
    Prairie Du Sac,WI53578
      501(c)3 Religious 1,000
    West Suburban Community Pantry
    6809 Hobson Valley Dr Unit 118
    Woodridge,IL60517
      501(c)3 Donation 1,500
    St James at Sag Bridge Church
    10600 S Archer Avenue
    Lemont,IL60439
      501(c)3 Religious 7,000
    Catholic Extension
    150 S Wacker Drive Ste 2000
    Chicago,IL60606
      501(c)3 Religious 10,000
    Total .................................bullet 3a 69,750
    bApproved for future payment
    Total .................................bullet 3b  
    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....         22,014
    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 ............
            73,689
    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)..     95,703
    13Total. Add line 12, columns (b), (d), and (e)..................
    1395,703
    (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.)
    4 Income produced to support grants to other 501(c)(3) organizations.
    8 Income produced to support grants to other 501(c)(3) organizations.
    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:  
    Part VI Line 7 - Tax Paid with the Original Return: 660


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    916-007357 Sale of Marketable Securities - See Part IV(a)   Purchased     176,636 88,085     88,551  
    964-031608 Sale of Marketable Securities - See Part IV(a)   Purchased     299,177 303,160     -3,983  
    964-022153 Sale of Marketable Securities - See Part IV(a)   Purchased     242,365 251,200     -8,835  
    938-079493 Sale of Marketable Securities - See Part IV(a)   Purchased     69,298 71,342     -2,044  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Name of Bond End of Year Book Value End of Year Fair Market Value
    779.39 shrs Toroso Newfound Tactical 7,848 7,303
    2017.97 shrs Pimco High Yield Fund 18,263 16,668
    106.965 shrs Pimco High Yield Fund 977 884
    2207.606 shrs Pimco High Yield Fund 20,178 18,235
    465.263 shrs Vanguard Global Min Vol Adm 10,883 10,515
    758.785 shrs Longboard Managed Futures 8,036 8,468
    875.252 shrs Longboard Managed Futures 10,424 9,768
    585.37 shrs Longboard Managed Futures 7,399 6,533
    967.08 shrs Longboard Managed Futures 10,899 10,793

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Name of Stock End of Year Book Value End of Year Fair Market Value
    40 shrs Apple Computer Inc 5,173 4,210
    33 shrs Apple Computer Inc 4,220 3,474
    23 shrs Apple Computer Inc 2,594 2,421
    105 shrs Abbvie Inc 2,644 6,220
    27 shrs Abbvie Inc 729 1,599
    105 shrs Abbott Laboratories 2,439 4,716
    33 shrs Abbott Laboratories 822 1,482
    58 shrs Abbott Laboratories 2,520 2,605
    80 shrs Ace Ltd 9,063 9,348
    28 shrs Ace Ltd 2,976 3,272
    51 shrs Accenture Plc Cl A 4,573 5,330
    44 shrs Accenture Plc Cl A 4,340 4,598
    64 shrs Aetna Inc 2,468 6,920
    5 shrs Aetna Inc 136 541
    5 shrs Aetna Inc 158 541
    30 shrs Amgen Inc 4,655 4,870
    27 shrs Amgen Inc 4,395 4,383
    72 shrs Ameriprise Financial Inc 1,785 7,662
    190 shrs American Express Co 10,437 13,215
    11 shrs American Express Co 446 765
    43 shrs Bank of America Corp 2,260 724
    78 shrs Bank of America Corp 1,135 1,313
    84 shrs Bank of America Corp 1,412 1,414
    41 shrs Bank of America Corp 697 690
    22 shrs Bank of America Corp 394 370
    367 shrs Bank of America Corp 6,561 6,177
    65 shrs Berkshire Hathaway Inc Cl B 3,658 8,583
    10 shrs Citigroup Inc 4,997 518
    38 shrs Citigroup Inc 1,080 1,967
    34 shrs Citigroup Inc 1,947 1,760
    112 shrs Citigroup Inc 6,510 5,796
    109 shrs Caterpillar Inc 7,204 7,408
    14 shrs Caterpillar Inc 569 951
    8 shrs Caterpillar Inc 715 544
    23 shrs Cigna Corporation Com 910 3,366
    7 shrs Cigna Corporation Com 229 1,024
    24 shrs Conocophillips 1,079 1,121
    50 shrs Conocophillips 1,686 2,335
    65 shrs CVS Health Corp 6,915 6,355
    69 shrs Chevron Corp 4,299 6,207
    71 shrs Dow Chem Co 2,756 3,655
    15 shrs Dow Chem Co 414 772
    54.999 shrs Duke Energy Corp 2,886 3,926
    17 shrs Duke Energy Corp 791 1,214
    22 shrs Duke Energy Corp 1,622 1,571
    62 shrs Emerson Elec Co 2,825 2,965
    136 shrs Emerson Elec Co 7,936 6,505
    135 shrs Eaton Corp 6,923 7,025
    58 shrs Eaton Corp 2,974 3,018
    3 shrs Eaton Corp 221 156
    59.427 shrs AGL Resources 2,385 3,792
    12.573 shrs AGL Resources 505 802
    228 shrs General Eletric Co 7,941 7,102
    272 shrs General Electric Co 3,275 8,473
    6 shrs General Electric Co 175 187
    164 shrs General Mills 4,500 9,456
    79 shrs Harley Davidson Inc 4,652 3,586
    27 shrs Honeywell Intl Inc 1,099 2,796
    60 shrs Honeywell Intl Inc 2,038 6,214
    133 shrs Intel Corp 4,468 4,582
    154 shrs Intel Corp 4,970 5,305
    48 shrs Lockheed Martin Corp 3,991 10,423
    15 shrs Lockheed Martin Corp 1,134 3,257
    9 shrs Lockheed Martin Corp 697 1,954
    124 shrs Modelez International Inc 2,301 5,560
    100 shrs Modelez International Inc 4,130 4,484
    123 shrs MetLife 7,052 5,930
    52 shrs MetLife 2,542 2,507
    58 shrs 3M Company 4,266 8,737
    15 shrs Altria Group 286 873
    171 shrs Altria Group 2,998 9,954
    149 shrs Merck & Co Inc 8,764 7,870
    9 shrs Merck & Co Inc 541 475
    199 shrs Microsoft Corp 8,548 11,041
    135 shrs National Oilwell Varco Inc 6,510 4,521
    99 shrs National Oilwell Varco Inc 4,867 3,316
    44 shrs Norfolk Southern Corp 3,075 3,722
    6 shrs Norfolk Southern Corp 568 508
    133 shrs Oracle Corp 5,810 4,839
    33 shrs Oracle Corp 1,383 1,201
    148 shrs Plum Creek Timber Co 5,065 7,063
    17 shrs Plum Creek Timber Co 721 811
    168 shrs Public Service Enterprise Group 5,141 6,500
    49 shrs Pepsico Inc 4,286 4,896
    48 shrs Pepsico Inc 4,600 4,796
    43 shrs Parker Hannifin Corp 4,449 4,170
    134 shrs Philip Morris International 5,867 11,780
    5 shrs Philip Morris International 426 440
    45 shrs Prudential Finl 4,064 3,663
    84 shrs Prudential Finl 7,618 6,838
    33 shrs Phillips 66 882 2,699
    25 shrs Phillips 66 501 2,045
    96 shrs Qualcomm Inc 6,785 4,799
    41 shrs Qualcomm Inc 2,772 2,049
    132 shrs Royal Dutch Shell Plc 8,676 6,044
    16 shrs Royal Dutch Shell Plc 844 733
    88 shrs Royal Dutch Shell Plc 5,226 4,030
    58 shrs Spectra Energy Corp 1,468 1,389
    46 shrs Spectra Energy Corp 792 1,101
    39 shrs Spectra Energy Corp 756 934
    21 shrs Spectra Energy Corp 470 503
    47 shrs Spectra Energy Corp 1,569 1,125
    46 shrs Schlumberger Ltd 3,786 3,209
    7 shrs Schlumberger Ltd 618 488
    123 shrs Target Corp 6,704 8,931
    15 shrs Target Corp 656 1,089
    91 shrs Wells Fargo & Co 2,632 4,947
    70 shrs Wells Fargo & Co 1,863 3,800
    1731 shrs Alerian MLP ETF 18,420 20,859
    715 shrs Deutsche X-Trackers 19,927 19,419
    208 shrs Deutsche X-Trackers 6,300 5,649
    412 shrs Deutsche X-Trackers 11,956 11,190
    311 shrs Claymore Guggenheim Enhance 15,587 15,506
    400 shrs Claymore Guggenheim Enhance 20,025 19,944
    172 Ishrs Core S&P 500 22,196 35,238
    100 Ishrs Russell 2000 Index 11,640 11,262
    30 Ishrs Russell 2000 Index 3,673 3,379
    757 Ishrs MSCI ACWI EX US Etf 30,473 29,985
    191 Powershares QQQ Nasdaq 100 15,910 21,365
    179 shrs Vanguard Intermediate-Term 15,489 14,868
    145 shrs Vanguard Intermediate-Term 12,189 12,044
    22 shrs Vanguard Intermediate-Term 1,850 1,827
    22 shrs Vanguard Intermediate-Term 1,843 1,827
    161 shrs Vanguard Mid-Cap Etf 11,766 19,338
    90 shrs Vanguard Total Stock Mkt 9,215 9,387
    18 shrs Vanguard Total Stock Mkt 1,857 1,877
    22 shrs Berkshire Hathaway Inc Cl B 2,877 2,905
    305 shrs Danone Adr 4,063 4,151
    60 shrs Express Scripts Holding Co 5,012 5,245
    75 shrs SPX Flow Inc 2,865 2,093
    11 shrs Fairfax Financial Holdings 5,237 5,181
    85 shrs Intel Corp 2,912 2,928
    55 shrs Johnson & Johnson 5,287 5,650
    65 shrs JPMorgan Chase & Co 4,007 4,263
    385 shrs Resolute Forest Products 3,907 2,914
    80 shrs SPX Corp 994 746
    155 shrs Vodafone Group Plc 5,006 5,000
    60 shrs Wal-Mart Stores Inc 4,001 3,678

    TY 2015 LegalFeesSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LKSU, LLC Legal fees 1,452      


    TY 2015 OtherExpensesSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Illinois Charitable Trust Bureau 115      
    Foreign Tax 108      


    TY 2015 OtherIncomeSchedule2
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NonDividend Distributions 1,873    
    Capital Gain Distributions 2,313    
    Refund 486    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Coyle Asset Management Investment Advisory Fees 12,246 12,246    


    TY 2015 TaxesSchedule
    Name:
    The Guzior Family Foundation
    EIN:
    20-3152476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal 500