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
EDMOND AND ALICE OPLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 547
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAK LAWN, IL60454
A Employer identification number

36-3137745
B Telephone number (see instructions)

(312) 372-0440
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$18,841,173
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 17 17  
4 Dividends and interest from securities... 520,781 520,781  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 124,362
b Gross sales price for all assets on line 6a 3,554,541
7 Capital gain net income (from Part IV, line 2)... 124,362
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)....... 637 637  
12 Total. Add lines 1 through 11........ 645,797 645,797  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,000 38,400   153,600
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,448 2,448   0
b Accounting fees (attach schedule)....... 14,000 14,000   0
c Other professional fees (attach schedule).... 101,265 101,265   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 50,163 38,413   11,750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 8,924 8,924   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 368,800 203,450   165,350
25 Contributions, gifts, grants paid....... 831,000 831,000
26 Total expenses and disbursements. Add lines 24 and 25 1,199,800 203,450   996,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -554,003
b Net investment income (if negative, enter -0-) 442,347
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............. 37,453 20,862 20,862
2 Savings and temporary cash investments......... 392,691 682,746 682,746
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)....... 6,194,498 Click to see attachment5,960,940 9,161,695
c Investments—corporate bonds (attach schedule)....... 4,745,106 Click to see attachment4,697,668 4,589,765
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,992,901 Click to see attachment4,446,430 4,386,105
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) 16,362,649 15,808,646 18,841,173
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.................. 16,362,649 15,808,646
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    
30 Total net assets or fund balances (see instructions)..... 16,362,649 15,808,646
31 Total liabilities and net assets/fund balances (see instructions). 16,362,649 15,808,646
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
16,362,649
2
Enter amount from Part I, line 27a .....................
2
-554,003
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,808,646
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,808,646
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 4100 SHS COCA COLA COMPANY P   2015-02-12
b 2000 SHS MCDONALDS CORP P 2009-09-24 2015-02-13
c 1100 SHS PHILLIPS 66 P   2015-11-09
d 40 SHS C IP 07171560 P 2015-07-17 2015-07-17
e 19 SHS C CAT 112015 95 P 2015-11-20 2015-11-20
14 SHS C CVX 091815 115 P 2015-09-18 2015-09-18
20 SHS C INTC 041715 35 P 2015-04-17 2015-04-17
30 SHS C INC 101615 35 P 2015-10-16 2015-10-16
11 SHS C PSX 082115 82.50 P 2015-08-19 2015-08-19
18 SHS C PG 101615 85 P 2015-10-16 2015-10-16
18 SHS C PG 022015 92.50 P 2015-02-20 2015-02-20
20 SHS C VZ 011516 52.50 P 2015-09-23 2015-09-23
23 SHS C MSFT 011516 50 P 2015-11-09 2015-11-09
2 SHS C MSFT 011516 50 P 2015-11-09 2015-11-09
25 SHS C MSFT 011516 50 P 2015-11-09 2015-11-09
33 SHS COP 112015 70 P 2015-11-20 2015-11-20
14500 SHS ALPS ALERIAN MLP ETF P   2015-02-23
8775.429 SHS IVY ASSET STRAT I P   2015-06-03
3500 SHS HLTHCR SEL SECT SPDR ETF P 2014-01-22 2015-05-07
50975.880 SHS PIMCO ALL ASSET AUTH I P   2015-09-30
1547.988 BAIRD SHT TRM BD I P   2015-10-15
103.627 BAIRD SHT TRM BD I P 2013-04-17 2015-11-09
3713 SHS PIMCO INCOME OPPTY FD P 2008-03-27 2015-01-07
287 SHS PIMCO INCOME OPPTY FD P 2008-03-27 2015-01-07
250000 DIAGEO FINANCE BV P 2011-11-22 2015-01-15
250000 WELLS FARGO & CO P 2012-02-08 2015-02-13
.963 SHS GOOGLE CL C P 2014-08-25 2015-05-04
250000 BANK OF NY MELLON MTN P 2011-09-23 2015-06-18
833 SHS KRAFT FOODS GROUP P 2012-05-24 2015-07-06
1167 SHS KRAFT FOODS GROUP P 2012-11-26 2015-07-06
250000 WM WRIGLEY JR P 2010-01-20 2015-07-15
1400 SHS CAMERON INTERNATIONAL P 2014-08-25 2015-07-22
1520 SHS GILEAD SCIENCES P 2007-07-19 2015-07-22
1690 SHS NATIONAL-OILWELL VARCO P 2005-11-10 2015-07-22
600 SHS GENERAL ELECTRIC P 2001-07-12 2015-07-22
620 SHS GENERAL ELECTRIC P 2004-12-22 2015-07-22
575 SHS GENERAL ELECTRIC P 2004-05-19 2015-07-22
1350 SHS GENERAL ELECTRIC P 2013-01-14 2015-07-22
1715 SHS QUALCOMM P 2005-05-31 2015-07-22
2300 SHS DISCOVERY COMMUNICAIONS C P 2014-08-25 2015-10-16
255000 LEHMAN BROS HLDGS ESCROW BDS 4.5% P 2012-04-17 2015-10-20
100 SHS ISIS PHARMACEUTICALS P 2007-03-07 2015-01-05
60 SHS SPX P 2008-10-06 2015-01-12
50 SHS SPX P 2008-10-08 2015-01-12
150 SHS FORTINET P 2012-01-27 2015-01-23
115 SHS TERADATA P 2011-08-11 2015-02-10
100 SHS TERADATA P 2013-04-24 2015-02-10
100 SHS TERADATA P 2013-10-24 2015-02-10
180 SHS STEINER LEISURE LTD P 2008-04-30 2015-02-18
630 SHS EVERBANK FINANCIAL P 2014-03-26 2015-04-01
200 SHS HOLOGIC P 2007-07-30 2015-07-02
70 SHS THE FRESH MARKET P 2012-08-28 2015-08-10
90 SHS THE FRESH MARKET P 2013-03-14 2015-08-10
160 SHS THE FRESH MARKET P 2014-03-12 2015-08-10
80 SHS POLYPORE INTERNATIONAL P 2011-03-31 2015-08-26
90 SHS POLYPORE INTERNATIONAL P 2012-02-01 2015-08-26
100 SHS POLYPORE INTERNATIONAL P 2012-08-28 2015-08-26
110 SHS OCEANEERING INTERNATIONAL P 2014-01-17 2015-09-29
170 SHS CAESARSTONE SDO-YAM LTD P 2015-02-18 2015-09-29
146 SHS WHITING PETROLEUM P 2013-01-30 2015-10-06
ALPS BASIS ADJUSTMENT P   2015-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 173,514   138,062 35,452
b 190,740   111,320 79,420
c 97,898   36,154 61,744
d 7,000     7,000
e 4,275     4,275
3,010     3,010
4,040     4,040
3,000     3,000
3,135   330 2,805
1,764     1,764
2,160     2,160
2,900   40 2,860
4,899   10,902 -6,003
428   948 -520
6,850   11,850 -5,000
7,722     7,722
246,785   196,279 50,506
233,777   242,745 -8,968
253,116   200,892 52,224
406,788   528,400 -121,612
15,000   15,093 -93
1,000   1,013 -13
93,197   83,171 10,026
7,211   6,429 782
250,000   263,360 -13,360
250,000   249,305 695
535   557 -22
250,000   261,345 -11,345
13,745     13,745
19,256     19,256
250,000   248,750 1,250
65,075   103,364 -38,289
179,252   30,611 148,641
70,990   42,364 28,626
16,000   27,546 -11,546
16,533   22,954 -6,421
15,333   17,630 -2,297
36,000   28,493 7,507
110,491   63,843 46,648
61,456   98,448 -36,992
18,345   256,813 -238,468
6,703   928 5,775
4,829   3,448 1,381
4,024   2,396 1,628
4,775   3,463 1,312
4,991   6,141 -1,150
4,340   5,005 -665
4,340   4,465 -125
8,221   5,963 2,258
11,261   12,216 -955
7,590   5,247 2,343
2,085   4,303 -2,218
2,681   3,703 -1,022
4,766   5,733 -967
4,840   4,554 286
5,445   3,789 1,656
6,050   3,164 2,886
4,265   8,210 -3,945
5,037   10,592 -5,555
3,001   7,612 -4,611
    30,236 -30,236
62,077     62,077
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       35,452
b       79,420
c       61,744
d       7,000
e       4,275
      3,010
      4,040
      3,000
      2,805
      1,764
      2,160
      2,860
      -6,003
      -520
      -5,000
      7,722
      50,506
      -8,968
      52,224
      -121,612
      -93
      -13
      10,026
      782
      -13,360
      695
      -22
      -11,345
      13,745
      19,256
      1,250
      -38,289
      148,641
      28,626
      -11,546
      -6,421
      -2,297
      7,507
      46,648
      -36,992
      -238,468
      5,775
      1,381
      1,628
      1,312
      -1,150
      -665
      -125
      2,258
      -955
      2,343
      -2,218
      -1,022
      -967
      286
      1,656
      2,886
      -3,945
      -5,555
      -4,611
      -30,236
      62,077
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 2 124,362
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 1,060,850 19,956,959 0.053157
2013 1,007,351 18,953,292 0.053149
2012 963,850 18,036,398 0.053439
2011 933,686 17,730,000 0.052661
2010 965,365 17,797,601 0.054241
2
Total of line 1, column (d) .....................
20.266647
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
0.053329
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
19,251,267
5
Multiply line 4 by line 3......................
5
1,026,651
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,423
7
Add lines 5 and 6........................
7
1,031,074
8
Enter qualifying distributions from Part XII, line 4.............
8
996,350
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 8,847
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 8,847
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 8,847
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 24,360
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 24,360
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,513
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet15,513 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)
    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 ofbulletWINEBERG SOLHEIM HOWELL SHAIN CPA Telephone no.bullet (312) 372-0440

    Located atbullet180 N LASALLE SUITE 2200CHICAGOIL ZIP+4bullet60601
    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
    BARBARA KUPFERBERG DIRECTOR
    20.00
    48,000 0 0
    380 WOODLAND RD
    HIGHLAND PARK,IL60035
    LYLE OLSON TREASURER
    20.00
    48,000 0 0
    909 BARCLAY CIRCLE
    LAKE FOREST,IL60045
    ROSEMARY MORRIS SECRETARY
    20.00
    48,000 0 0
    10905 S KENNETH
    OAK LAWN,IL60453
    RITA EGAN PRESIDENT
    20.00
    48,000 0 0
    9724 S TULLEY AVE
    OAK LAWN,IL60453
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,760,877
    b
    Average of monthly cash balances.......................
    1b
    783,556
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,544,433
    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
    19,544,433
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    293,166
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,251,267
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    962,563
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    962,563
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    8,847
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,847
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    953,716
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    953,716
    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
    953,716
    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
    996,350
    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
    996,350
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    996,350
    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 7 953,716
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 82,992
    b From 2011...... 57,845
    c From 2012...... 70,785
    d From 2013...... 72,897
    e From 2014...... 87,356
    fTotal of lines 3a through e........ 371,875
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 996,350
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 953,716
    e Remaining amount distributed out of corpus 42,634
    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 5 414,509
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    82,992
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    331,517
    10 Analysis of line 9:
    a Excess from 2011.... 57,845
    b Excess from 2012.... 70,785
    c Excess from 2013.... 72,897
    d Excess from 2014.... 87,356
    e Excess from 2015.... 42,634
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AVENUES TO INDEPENDENCE
    515 BUSSE HIGHWAY
    PARK RIDGE,IL60068
    NONE 501C CIVIC & SOCIAL 5,000
    BEYOND OCD (FORMERLY OCD CHICAGO)
    2300 LINCOLN PARK WEST
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 15,000
    CANCER WELLNESS CENTER
    215 REVERE DR
    NORTHBROOK,IL60062
    NONE 501C CIVIC & SOCIAL 20,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD SUITE 311
    CHICAGO,IL60613
    NONE 501C CIVIC & SOCIAL 7,500
    CENTER FOR INDEPENDENCE
    100 W PLAINFIELD RD
    COUNTRYSIDE,IL60525
    NONE 501C CIVIC & SOCIAL 5,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
    721 N LASALLE ST
    CHICAGO,IL60654
    NONE 501C CIVIC & SOCIAL 10,000
    CHICAGO AREA COUNCIL BOY SCOUTS OF AMERICA
    1218 W ADAMS
    CHICAGO,IL60607
    NONE 501C CIVIC & SOCIAL 10,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE 501C CIVIC & SOCIALCIVIC & SOCIAL 15,000
    CHILDSERV
    8765 W HIGGINS RD SUITE 450
    CHICAGO,IL60631
    NONE 501C CIVIC & SOCIAL 5,000
    CHILDREN'S ONCOLOGY SOCIETY INC
    213 W INSTITUTE PLACE SUITE 511
    CHICAGO,IL60610
    NONE 501C CIVIC & SOCIAL 15,000
    COLLEGE BOUND OPPORTUNITIES
    2033 N MILWAUKEE AVE SUITE 246
    RIVERWOODS,IL60174
    NONE 501C CIVIC & SOCIAL 10,000
    OPERATION BLESSING OF SOUTHWEST CHICAGOLAND
    4901 W 128TH PLACE
    ALSIP,IL60803
    NONE 501C CIVIC & SOCIAL 5,000
    COUNTRYSIDE ASSOCIATION FOR PEOPLE WITH DISABILITIES
    21154 W SHIRLEY RD
    PALATINE,IL60074
    NONE 501C CIVIC & SOCIAL 12,500
    CRISIS CENTER FOR SOUTH SUBURBIA
    PO BOX 39
    TINLEY PARK,IL60477
    NONE 501C CIVIV & SOCIAL 5,000
    CURES WITHIN REACH
    8025 LAMON AVE SUITE 400
    SKOKIE,IL60077
    NONE 501C CIVIC & SOCIAL 20,000
    CYSTIC FIBROSIS FOUNDATION
    150 N MICHIGAN AVE SUITE 400
    CHICAGO,IL60601
    NONE 501C CIVIC & SOCIAL 10,000
    DEBORAH'S PLACE
    2822 W JACKSON BLVD
    CHICAGO,IL60612
    NONE 501C CIVIC & SOCIAL 11,000
    DENTAL LIFELINE
    PO BOX 211
    NORTHBROOK,IL60065
    NONE 501C CIVIC & SOCIAL 15,000
    DISABLED PATRIOT FUND
    10767 W 163RD PLACE
    ORLAND PARK,IL60467
    NONE 501C CIVIC & SOCIAL 10,000
    EXECUTIVE SERVICE CORPS OF CHICAGO
    25 E WASHINGTON SUITE 1500
    CHICAGO,IL60602
    NONE 501C CIVIC & SOCIAL 10,000
    QUEEN OF PEACE HIGH SCHOOL
    7659 S LINDER AVENUE
    BURBANK,IL60459
    NONE 501C CIVIC & SOCIAL 5,000
    GOOD SHEPHARD MANOR
    PO BOX 260
    MOMENCE,IL60954
    NONE 501C CIVIC & SOCIAL 30,000
    ST COLETTA'S OF ILLINOIS INC
    18350 CROSSING DRIVE
    TINLEY PARK,IL60487
    NONE 501C CIVIC & SOCIAL 10,000
    HINSDALE HOSPITAL
    120 N OAK ST
    HINSDALE,IL60521
    NONE 501C CIVIC & SOCIAL 35,000
    HUBBARD STREET DANCE CHICAGO
    1147 W JACKSON BLVD
    CHICAGO,IL60607
    NONE 501C CIVIC & SOCIAL 7,500
    THE BOULEVARD
    3456 W FRANKLIN BLVD
    CHICAGO,IL60624
    NONE 501C CIVIC & SOCIAL 3,000
    JEWISH CHILD AND FAMILY SERVICES
    216 W JACKSON BLVD SUITE 818
    CHICAGO,IL60606
    NONE 501C CIVIC & SOCIAL 20,000
    JEWISH FEDERATION OF METROPOLITAN CHICAGO
    30 S WELLS ST
    CHICAGO,IL60606
    NONE 501C CIVIC & SOCIAL 15,000
    JOURNEYCARE
    405 LAKE ZURICH RD
    BARRINGTON,IL60010
    NONE 501C CIVIC & SOCIAL 12,500
    KESHET
    617 LANDWEHR RD
    NORTHBROOK,IL60062
    NONE 501C CIVIC & SOCIAL 10,000
    KOHL CHILDREN'S MUSEUM
    2100 PATRIOT BLVD
    GLENVIEW,IL60026
    NONE 501C CIVIC & SOCIAL 5,000
    THE MIRACLE LEAGUE OF JOLIET
    PO BOX 3617
    JOLIET,IL60434
    NONE 501C CIVIC & SOCIAL 10,000
    LA RABIDA CHILDREN'S HOSPITAL
    EAST 65TH STREET AT LAKE MICHIGAN
    CHICAGO,IL60649
    NONE 501C CIVIC & SOCIAL 10,000
    LAKE COUNTY HAVEN
    PO BOX 127
    LIBERTYVILLE,IL60048
    NONE 501C CIVIC & SOCIAL 5,000
    LAWRENCE HALL YOUTH SERVICES
    4833 N FRANCISCO AVE
    CHICAGO,IL60625
    NONE 501C CIVIC & SOCIAL 7,500
    LESTER AND ROSALIE ANIXTER CENTER
    2001 N CLYBOURN AVE 3RD FLOOR
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 7,500
    WELLNESS HOUSE
    131 N COUNTY LINE RD
    HINSDALE,IL60521
    NONE 501C CIVIC & SOCIAL 20,000
    LITTLE CITY FOUNDATION
    441 KELBURN ROAD UNIT 213
    DEERFIELD,IL60015
    NONE 501C CIVIC & SOCIAL 20,000
    LITTLE COMPANY OF MARY HOSPITAL
    2800 W 95TH ST
    EVERGREEN PARK,IL60805
    NONE 501C CIVIC & SOCIAL 20,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLYBOURN AVE 3RD FLOOR
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 15,000
    LITTLE SISTERS OF THE POOR ST MARY'S HOME
    2325 N LAKEWOOD AVE
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 7,500
    LOYOLA UNIVERSITY MEDICAL CENTER
    2160 S FIRST AVE RM 2555
    MAYWOOD,IL60525
    NONE 501C CIVIC & SOCIAL 10,000
    LYDIA HOME ASSOCIATION
    4300 W IRVING PARK RD
    CHICAGO,IL60641
    NONE 501C CIVIC & SOCIAL 15,000
    MARIA KAUPAS
    2740 W 68TH ST
    CHICAGO,IL60629
    NONE 501C CIVIC & SOCIAL 7,500
    MARKLUND CHILDER'S HOME INC
    1 SOUTH 450 WYATT DR
    GENEVA,IL60134
    NONE 501C CIVIC & SOCIAL 10,000
    MARYVILLE ACADEMY
    1150 N RIVER RD
    DES PLAINES,IL60016
    NONE 501C CIVIC & SOCIAL 15,000
    ORCHARD VILLAGE
    7670 MARMORA AVE
    SKOKIE,IL600772680
    NONE 501C CIVIC & SOCIAL 5,000
    PADS CRISIS SERVICES INC
    1800 GRAND AVENUE
    WAUKEGAN,IL60085
    NONE 501C CIVIC & SOCIAL 10,000
    PARK LAWN ASSOCIATION
    10833 SOUTH LAPORTE
    OAK LAWN,IL60453
    NONE 501C CIVIC & SOCIAL 10,000
    REHABILITATION INSTITUTE OF CHICAGO
    345 E SUPERIOR ST
    CHICAGO,IL60611
    NONE 501C CIVIC & SOCIAL 10,000
    SHARING CONNECTIONS FURNITURE BANK
    5111 CHASE AVE
    DOWNERS GROVE,IL60515
    NONE 501C CIVIC & SOCIAL 12,000
    SNOW CITY ARTS FOUNDATION
    630 S HERMITAGE SUITE 103
    CHICAGO,IL60612
    NONE 501C CIVIC & SOCIAL 5,000
    SOUTH SUBURBAN SPECIAL RECREATION ASSOCIATION
    19910 80TH AVE
    TINLEY PARK,IL60487
    NONE 501C CIVIC & SOCIAL 10,000
    ST VINCENT DE PAUL CENTER
    2145 N HALSTED ST
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 10,000
    THE CENTER FOR ENRICHED LIVING
    280 SAUNDERS RD
    RIVERWOODS,IL600153835
    NONE 501C CIVIC & SOCIAL 5,000
    THE CHICAGO LIGHT HOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED
    1850 W ROOSEVELT RD
    CHICAGO,IL60608
    NONE 501C CIVIC & SOCIAL 25,000
    THE CHILDREN'S MUSEUM OF OAK LAWN
    5100 MUSEUM DR
    OAK LAWN,IL60453
    NONE 501C CIVIC & SOCIAL 25,000
    THE GOODMAN THEATER
    170 N DEARBORN
    CHICAGO,IL60601
    NONE 501C CIVIC & SOCIAL 5,000
    THE INFANT WELFARE SOCIETY OF EVANSTON INC
    2200 MAIN ST
    EVANSTON,IL60202
    NONE 501C CIVIC & SOCIAL 5,000
    THE LAMBS FARM
    14245 W ROCKLAND RD
    LIBERTYVILLE,IL60048
    NONE 501C CIVIC & SOCIAL 35,000
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640
    NONE 501C CIVIC & SOCIAL 20,000
    THE PEACE CORNER - YOUTH CENTER
    5022 W MADISON
    CHICAGO,IL60644
    NONE 501C CIVIC & SOCIAL 5,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE 501C CIVIC & SOCIAL 35,000
    UNION LEAGUE BOYS AND GIRLS CLUB
    65 W JACKSON BLVD
    CHICAGO,IL60604
    NONE 501C CIVIC & SOCIAL 35,000
    WTTW CHANNEL 11
    5400 N ST LOUIS AVE
    CHICAGO,IL60625
    NONE 501C CIVIC & SOCIAL 15,000
    Total .................................bullet 3a 831,000
    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 17  
    4 Dividends and interest from securities....     14 520,781  
    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.....     14 637  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 124,362  
    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).. 0 645,797 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13645,797
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,000 14,000   0

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOFEN & GLOSSBERG CORP BONDS 2,273,652 2,258,837
    BAIRD TAXABLE BOND FUNDS 2,424,016 2,330,928

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG EQUITIES 3,703,870 6,417,419
    BAIRD EQUITIES 2,257,070 2,744,276

    TY 2015 InvestmentsOtherSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG PARTNERSHIPS AT COST 256,095 256,095
    BAIRD STOCK FUNDS AT COST 3,489,958 3,461,530
    BAIRD BALANCED FUNDS AT COST 700,377 668,480

    TY 2015 LegalFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,448 2,448   0


    TY 2015 OtherExpensesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 8,924 8,924   0


    TY 2015 OtherIncomeSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET LP INCOME 306 306 306
    STOCK LITIGATION SETTLEMENTS 331 331 331


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES -GOFEN 59,054 59,054   0
    INVESTMENT COUNSEL FEES -BAIRD 42,211 42,211   0


    TY 2015 TaxesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE INCOME 35,475 35,475   0
    PAYROLL TAX 14,688 2,938   11,750