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 07-01-2015 , and ending 06-30-2016
Name of foundation
EASTER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5501
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DE PERE, WI541155501
A Employer identification number

20-0499778
B Telephone number (see instructions)

(920) 336-2848
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$24,706,328
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) 4,535,250
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 101,228 97,628  
4 Dividends and interest from securities... 92,172 92,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,198,079
b Gross sales price for all assets on line 6a 8,085,981
7 Capital gain net income (from Part IV, line 2)... 1,198,079
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........ 5,926,729 1,388,373  
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)......... 105 52   53
b Accounting fees (attach schedule)....... 5,100 2,550   2,550
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,524 1,262   1,262
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 96,641 96,641   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,370 100,505   3,865
25 Contributions, gifts, grants paid....... 1,519,101 1,519,101
26 Total expenses and disbursements. Add lines 24 and 25 1,623,471 100,505   1,522,966
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,303,258
b Net investment income (if negative, enter -0-) 1,287,868
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............. 19,300 32,353 32,353
2 Savings and temporary cash investments.........      
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)....... 12,626,752 Click to see attachment13,477,451 18,560,401
c Investments—corporate bonds (attach schedule)....... 4,265,064 Click to see attachment6,031,781 6,113,574
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) 16,911,116 19,541,585 24,706,328
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 16,911,116 19,541,585
30 Total net assets or fund balances (see instructions)..... 16,911,116 19,541,585
31 Total liabilities and net assets/fund balances (see instructions). 16,911,116 19,541,585
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
16,911,116
2
Enter amount from Part I, line 27a .....................
2
4,303,258
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,214,374
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,672,789
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
19,541,585
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 ASSOCIATED TRUST #6001      
b ASSOCIATED TRUST #6019      
c WASH SALES      
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 7,493,475   6,266,284 1,227,191
b 591,618   621,618 -30,000
c 888     888
d
e
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       1,227,191
b       -30,000
c       888
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,198,079
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 729,985 19,075,848 0.038267
2013 475,855 15,601,078 0.030501
2012 208,530 9,998,006 0.020857
2011 115,108 5,307,297 0.021689
2010 2,291 3,237,085 0.000708
2
Total of line 1, column (d) .....................
20.112022
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
0.022404
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
21,199,876
5
Multiply line 4 by line 3......................
5
474,962
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
12,879
7
Add lines 5 and 6........................
7
487,841
8
Enter qualifying distributions from Part XII, line 4.............
8
1,522,966
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 12,879
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 12,879
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 12,879
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 20,382
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 20,382
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 7,503
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet7,503 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 ofbulletBRUCE A BELL Telephone no.bullet (920) 336-2848

    Located atbullet600 HERITAGE RDDE PEREWI ZIP+4bullet54115
    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
    BRUCE A BELL PRESIDENT/TREASURER
    3.00
    0 0 0
    958 HICKORY AVENUE
    DE PERE,WI54115
    CAROL H BELL VICE PRESIDENT/SECRETARY
    0.25
    0 0 0
    958 HICKORY AVENUE
    DE PERE,WI54115
    KARL A SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    KAREN B SCHMIDT DIRECTOR
    0.25
    0 0 0
    2085 SANDALWOOD COURT
    GREEN BAY,WI54304
    WARREN C PFOHL DIRECTOR
    0.25
    0 0 0
    27170 SHELL RIDGE CIRCLE
    BONITA SPRINGS,FL34134
    BRENDA B PFOHL DIRECTOR
    0.25
    0 0 0
    27170 SHELL RIDGE CIRCLE
    BONITA SPRINGS,FL34134
    PAUL KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    BETSY B KEPPELER DIRECTOR
    0.25
    0 0 0
    6151 N SAND BEACH ROAD
    OCONOMOWOC,WI53066
    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
    GENEVA CAPITAL MANAGEMENT LTD MANAGEMENT FEES 73,171
    100 E WISCONSIN AVENUE STE 2550
    MILWAUKEE,WI53202
    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
    21,408,866
    b
    Average of monthly cash balances.......................
    1b
    113,851
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,522,717
    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
    21,522,717
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    322,841
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,199,876
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,059,994
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,059,994
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    12,879
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,879
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,047,115
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,047,115
    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
    1,047,115
    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
    1,522,966
    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
    1,522,966
    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
    12,879
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,510,087
    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 1,047,115
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 940,448
    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$ 1,522,966
    a Applied to 2014, but not more than line 2a 940,448
    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..... 582,518
    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 ..........
    464,597
    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).)
    BRUCE A BELL
    CAROL H BELL
    KARL A SCHMIDT
    KAREN B SCHMIDT
    WARREN C PFOHL
    BRENDA B PFOHL
    PAUL KEPPELER
    BETSY B KEPPELER
    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
    2900 CURRY LANE
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    AMERICAN DIABETES ASSOC
    1701 NORTH BEAUREGARD STREET
    ALEXANDRIA,VA22311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 20,000
    AMERICAN HEART ASSOCIATION
    2149 VELP AVE
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 10,000
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R STREET NW
    WASHINGTON,DC20009
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    ANGLICAN CHURCH OF THE GOOD SHEPHERD
    3355 W BEAUREGARD AVE
    SAN ANGELO,TX76904
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    ARTIS-NAPLES
    5833 PELICAN BAY BLVD
    NAPLES,FL34108
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    BATTEN DISEASE SUPPORT AND RESEARCH - BDSRA
    120 HUMPHRIES DRIVE
    REYNOLDSBURG,OH43068
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 20,000
    BAY PRESBYTERIAN CHURCH
    26911 S BAY DRIVE
    BONITA SPRINGS,FL341344343
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 30,000
    BILLY GRAHAM EVANGELISTIC ASSOCIATION-DECISION AMERICA TOUR
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    BOYS AND GIRLS CLUB
    311 SOUTH ONEIDA ST
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 33,600
    CORAL RIDGE MINISTRIES - D JAMES KENNEDY MINISTRIES
    PO BOX 40
    FT LAUDERDALE,FL33302
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 10,000
    CROSSPOINT COMMUNITY CHURCH
    339 MAIN AVE
    DEPERE,WI54115
    N/A PUBLIC CHARITY PAY OFF MORTGAGE 414,785
    DAVID'S REFUGE INC
    4440 BRICKYARD FALLS ROAD
    MANLIUS,NY13104
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 63,000
    ELIC
    1629 BLUE SPRUCE DR
    FORT COLLINS,CO80524
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 500
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    GOLD IN SEPTEMBER
    528D WELLS STREET
    DELAFIELD,WI53018
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 500
    GREATER GREEN BAY YMCA
    380 BROADVIEW DR
    GREEN BAY,WI54301
    N/A PUBLIC CHARITY REMODEL PROJECT 255,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC200024999
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    HOPE HOSPICE
    3240 UNIVERSITY AVE SUITE 2
    MADISON,WI537053570
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,500
    HOPE LUTHERAN CHURCH
    700 S SUPERIOR STREET
    DE PERE,WI54115
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 100
    LITERARY COUNCIL GULF COAST
    PO BOX 2703
    BONITA SPRINGS,FL34133
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    MACULAR DEGENERATION FOUNDATION
    PO BOX 531313
    HENDERSON,NV89053
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 100
    MEDICAL COLLEGE OF WISCONSIN
    8701 WATERTOWN PLANK RD
    MILWAUKEE,WI53226
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 50,000
    MY BROTHER'S KEEPER INC
    1039 W MASON STREET
    GREEN BAY,WI543031842
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 3,000
    NEW HORIZONS OF SOUTHWEST FLORIDA
    PO BOX 111833
    NAPLES,FL34108
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    PARKINSON'S DISEASE FOUNDATION
    1359 BROADWAY SUITE 1509
    NEW YORK,NY10018
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    PENINSULA MUSIC FESTIVAL - PMF
    NORTH WATER STREET
    EPHRAIM,WI54211
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 500
    PROVIDENCE ACADEMY
    1420 DIVISION STREET
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    RAWHIDE BOYS RANCH
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 5,000
    REFORMED THEOLOGICAL SEMINARY
    5422 CLINTON BLVD
    JACKSON,MS392093099
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    SALVATION ARMY
    25221 BERNWOOD DRIVE
    BONITA SPRINGS,FL34135
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 25,000
    SPRING LAKE CHURCH
    2240 KLONDIKE RD
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY PAY OFF MORTGAGE 439,000
    THE GIDEONS INTERNATIONAL
    PO BOX 140800
    NASHVILLE,TN372140800
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,500
    THE JOSHUA FUND
    PO BOX 3468
    MCLEAN,VA22103
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 1,000
    THE PROVIDENCE FORUM
    100 FRONT STREET SUITE 1415
    WEST CONSHOHOCKEN,PA19428
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 2,500
    UNITY HOSPICE
    916 WILLARD DRIVE
    GREEN BAY,WI54304
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 5,000
    UWGB FOUNDATION
    2420 NICOLET DRIVE
    GREEN BAY,WI54311
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF CHARITY 15,000
    WESTMINSTER THEOLOGICAL SEMINARY
    2960 CHURCH ROAD
    GLENSIDE,PA19038
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 3,000
    YOUTH WITH A MISSION
    PO BOX 62824
    PHOENIX,AZ85082
    N/A PUBLIC CHARITY TO FUND CHARITABLE OBJECTIVES OF THE CHARITY 516
    Total .................................bullet 3a 1,519,101
    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 ...........
        14 101,228  
    4 Dividends and interest from securities....     14 92,172  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 1,198,079  
    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 1,391,479 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,391,479
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number
    20-0499778
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    BRUCE A AND CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $ 1,844,317


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    BRUCE A AND CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $ 827,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    BRUCE A AND CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $ 1,136,689


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    BRUCE A AND CAROL H BELL  
    958 HICKORY AVENUE
     
    DE PERE, WI54115

    $ 727,244


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PUBLICLY TRADED SECURITIES $ 1,844,317 2015-12-15
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    PUBLICLY TRADED SECURITIES $ 1,136,689 2015-12-17
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    EASTER FOUNDATION INC
     
    Employer identification number

    20-0499778
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES - SCHENCK 5,100 2,550   2,550

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANHEUSER-BUSCH CO 103,960 101,144
    CAMPBELL SOUP CO 159,103 162,565
    IBM CORP NOTE 152,300 150,089
    JOHNSON CONTROLS INC 162,938 164,128
    MCDONALDS CORP 161,796 158,898
    MEDTRONIC INC SR 152,589 160,076
    TARGET CORP 3.875 159,252 163,827
    WALGREEN CO 195,636 197,244
    HOME DEPOT INC 107,740 112,091
    PRAXAIR INC 162,140 165,219
    DUKE ENERGY CORP 2.150 126,532 125,479
    HJ HEINZ CO 2.000 151,359 150,143
    MATTEL INC 2.500 151,951 150,815
    PITNEY BOWES INC MEDIUM TERM NT 158,489 157,347
    TIME WARNER INC NT 5.875 218,413 222,160
    BURLINGTON NORTH SANTA FE 211,076 216,742
    COMCAST CORP NEW NT 112,992 113,060
    PHILLIPS 66 154,226 152,196
    AT&T INC 3.875 159,424 161,599
    CONOCOPHILLIPS CO 149,292 148,272
    GENERAL ELECTRIC CAP CORP 162,384 162,615
    HASBRO INC 203,547 205,728
    KRAFT FOODS GROUP 165,236 164,501
    LOWES COMPANIES INC 152,294 160,350
    ALLSTATE CORP 205,422 212,682
    ANHEUSER BUSCH 97,067 101,736
    CBS CORP 200,394 203,078
    CONSOLIDATED EDISON 190,067 194,169
    EI DU PONT DE NEMOURS 188,363 194,602
    FEDEX CORP 147,690 156,174
    HONEYWELL INTERNATIONAL 219,710 224,382
    JP MORGAN CHASE & CO 161,331 165,021
    LOCKHEED MARTIN 200,466 206,374
    NORDSTROM INC 219,289 218,368
    UNITED HEALTH GROUP 191,079 188,708
    VERIZON COMMUNICATIONS 216,234 221,992

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COGNIZANT TECH SOLUTIONS CORP CI A 143,060 275,439
    FASTENAL COM 134,055 185,639
    FISERV INC 156,741 395,234
    GOLDMAN SACHS FINANCIAL 782,414 782,414
    HAIN CELESTIAL GROUP INC 188,865 219,398
    MANHATTEN ASSOCIATES INC 202,651 353,869
    MIDDLEBY CORP 197,186 299,535
    RAYMOND JAMES FINANCIAL 265,095 238,070
    TYLER TECHNOLOGIES 190,431 354,759
    ULTIMATE SOFTWARE GROUP INC 139,904 260,549
    VERISK ANALYTICS INC. 244,548 303,158
    INTUIT INC COM 135,591 338,402
    AFFILIATED MANAGERS GROUP INC COM 134,713 180,889
    AMPHENOL CORP CL A COM 182,037 339,680
    ANSYS INC 147,004 249,381
    BARD C R INC COM 205,318 344,039
    CERNER CORP 178,886 306,419
    CHURCH & DWIGHT INC 220,327 373,285
    COPART INC 146,653 226,769
    EAST WEST BANCORP INC 153,778 233,484
    IDEX CORP 122,490 240,143
    INTERCONTINENTAL EXCHANGE INC 132,123 291,027
    LKQ CORP 180,043 329,585
    O'REILLY AUTOMOTIVE INC NEW 173,175 412,343
    PANERA BREAD CO CL A 192,830 277,641
    PERRIGO CO 249,206 152,960
    RED HAT INC 232,135 268,257
    ROPER INDS INC 136,604 211,665
    SIGNATURE BANK COM 123,285 247,467
    SMUCKER J M CO COM NEW 172,805 268,242
    TRACTOR SUPPLY CO COM 179,032 405,477
    VARIAN MED SYS INC COM 183,111 204,999
    BEACON ROOFING SUPPLY INC COM 58,913 71,297
    COSTAR GROUP INC COM 209,103 286,445
    JB HUNT TRANSPORT SVCS INC COM 227,430 250,397
    PAREXEL INTERNATIONAL CORP COM 97,934 226,116
    SIRONA DENTAL SYSTEMS INC COM 205,039 285,508
    UNDER ARMOUR INC CL A COM 123,930 274,672
    VANGUARD CONSUMER DISCRETIONARY 60,765 146,254
    WABTEC CORP COM 113,510 136,036
    ALIGN TECHNOLOGY INC COM 123,615 225,298
    IDEXX LABORATORIES 139,679 192,127
    ABIOMED INC COM 36,519 144,481
    ACUITY BRANDS INC COM 222,155 297,304
    ALLEGIANT TRAVEL CO COM 70,461 93,930
    BOFI HOLDING INC COM 59,792 49,871
    BALCHEM CORP COM 75,164 78,678
    BANK OF THE OZARKS COM 91,762 113,798
    BARNES GROUP INC COM 70,711 61,968
    BEACON ROOFING SUPPLY INC COM 88,631 131,408
    BOTTOMLINE TECHNOLOGIES INC COM 64,553 39,723
    CANTEL MEDICAL CORP COM 27,867 143,921
    CHUYS HOLDINGS INC COM 62,461 60,810
    COGNEX CORP COM 61,063 69,607
    DONALDSON INC COM 80,924 65,215
    DRIL-QUIP INC COM 62,226 34,123
    ENVESTNET INC COM 72,282 54,595
    FACTSET RESEARCH SYS COM 42,773 62,308
    GENESEE & WYOMING INC CL A COM 57,672 41,855
    GOLDMAN SACHS FINANCIAL 144,233 144,233
    HEALTHCARE SERVICES GROUP COM 71,196 106,760
    HIBBETT SPORTS INC COM 60,557 33,433
    J & J SNACK FOODS CORP COM 57,192 78,360
    LKQ CORP COM 11,965 40,703
    MARKETAXESS HOLDINGS INC COM 28,951 169,100
    MARTEN TRANSPORT LTD COM 42,475 41,778
    MASIMO CORP COM 70,458 122,623
    MEDIDATA SOLUTIONS INC COM 33,401 71,899
    MIDDLEBY CORP COM 51,277 93,929
    MONRO MUFFLER BRAKE INC COM 94,352 104,683
    NEOGEN CORP COM 82,795 103,950
    PANERA BREAD CO CL A COM 69,020 86,895
    PAREXEL INTERNATIONAL CORP COM 63,979 93,440
    PROTO LABS INC COM 62,494 49,559
    RBC BEARINGS INC COM 80,975 84,245
    SENSIENT TECHNOLOGIES CORP COM 61,060 90,292
    TEXAS CAPITAL BANCSHARES INC COM 86,248 65,745
    TYLER TECHNOLOGIES INC COM 42,568 137,369
    ULTIMATE SOFTWARE GROUP INC COM 97,696 133,324
    AAON INC COM 39,771 45,254
    BIO-TECHNE CORP COM 83,641 100,027
    BLACKBAUD INC JCOM 68,354 107,282
    BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 65,890 100,858
    DORMAN PRODUCTS INC COM 52,802 62,291
    EXPONENT INC COM 45,903 66,003
    FAIR ISAAC CORP COM 61,931 79,446
    G-III APPAREL GROUP LTD COM 74,979 61,859
    GLOBUS MEDICAL INC COM 63,667 60,099
    OMNICELL INC COM 47,979 44,054
    BROADRIDGE FINL SOLUTIONS LLC COM 244,674 295,747
    CARTER INC COM 259,417 315,151
    THE COOPER COS INC COM 220,158 242,600
    GARTNER INC COM 259,712 302,945
    STERIS CORP COM 0 0
    ELECTRONICS FOR IMAGING INC.COM 54,321 56,985
    EPLUS INC COM 50,126 49,074
    EXLSERVICE HOLDINGS INC 47,763 56,079
    GENTHERM INC 27,902 19,214
    NATUS MEDICAL INC 49,455 45,322
    NAUTILUS INC 31,162 27,866
    PAYCOM SOFTWARE INC 30,516 32,926
    TEXAS ROADHOUSE INC 38,534 39,535
    VASCULAR SOLUTIONS INC 3,911 4,208
    VIRTUSA CORP 63,898 38,844
    STERIS PLC 211,211 192,775
    ABIOMED INC COM 67,419 72,678
    FORTUNE BRANDS HOME & SECURITY 133,913 133,389
    J2 GLOBAL INC 186,476 156,219
    MAXIMUS INC 130,720 117,218
    SCHEIN HENRY INC 133,890 134,898
    SNAP-ON INC 186,562 182,282
    WATSCO INC 80,506 83,710
    WILLIAMS SONOMA INC 214,366 173,280

    TY 2015 LegalFeesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - GODFREY AND KAHN 105 52   53


    TY 2015 OtherDecreasesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Amount
    ADJUSTMENT TO DONATED SECURITIES TO TAX BASIS 1,672,789


    TY 2015 OtherExpensesSchedule
    Name:
    EASTER FOUNDATION INC
    EIN:
    20-0499778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDUCIARY FEES 23,352 23,352   0
    MANAGEMENT FEES 73,171 73,171   0
    BANK FEES 36 36   0
    MISCELLANEOUS 82 82   0