Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE SUTOWSKI FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)9301 ALLEN DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALLEY VIEW, OH44125
A Employer identification number

34-1501376
B Telephone number (see instructions)

(216) 524-9700
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$2,914,468
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 18 18  
4 Dividends and interest from securities... 64,456 64,456  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 429,627
b Gross sales price for all assets on line 6a 1,411,717
7 Capital gain net income (from Part IV, line 2)... 429,627
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........ 494,101 494,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 20,000   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,060 1,530   1,530
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,900 2,450   2,450
c Other professional fees (attach schedule).... 17,533 17,533   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,074 456   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,273 1,273   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,840 43,242   23,980
25 Contributions, gifts, grants paid....... 110,000 110,000
26 Total expenses and disbursements. Add lines 24 and 25 192,840 43,242   133,980
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 301,261
b Net investment income (if negative, enter -0-) 450,859
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 116,815 137,671 172,672
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)....... 1,660,252 Click to see attachment1,935,943 2,329,324
c Investments—corporate bonds (attach schedule)....... 386,270 Click to see attachment386,610 361,261
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,386 Click to see attachment60,255 51,211
14 Land, buildings, and equipment: basis bullet1,217
Less: accumulated depreciation (attach schedule) bullet1,217      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,193,723 2,520,479 2,914,468
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 2,193,723 2,520,479
30 Total net assets or fund balances (see instructions)..... 2,193,723 2,520,479
31 Total liabilities and net assets/fund balances (see instructions). 2,193,723 2,520,479
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
2,193,723
2
Enter amount from Part I, line 27a .....................
2
301,261
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,495
4
Add lines 1, 2, and 3 ..........................
4
2,520,479
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
2,520,479
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 EMERSON ELECTRIC CO   2014-03-20 2015-02-12
b INTEL CORP COM   2014-03-20 2015-02-12
c EXELON CORP   2014-03-20 2015-02-25
d EXXON MOBIL CORP COM   2015-02-25 2015-02-25
e VERIZON COMMUNICATIONS   2014-03-20 2015-02-25
PFIZER INC COM   2015-02-25 2015-03-18
ALTERA CORP COM   2015-02-25 2015-04-14
GOOGLE   2015-02-25 2015-04-27
STARBUCKS CORP   2015-02-25 2015-06-04
FRANKLIN RESOURCES INC   2015-02-25 2015-06-05
ALTERA CORP COM   2015-02-25 2015-06-19
AMGEN INC   2015-02-25 2015-07-17
ALTERA CORP COM   2015-02-25 2015-07-22
DANAHER CORP   2015-02-25 2015-07-24
QUALCOMM INC   2015-02-25 2015-07-30
APACHE CORP   2015-02-25 2015-08-20
PRECISION CASTPARTS CORP   2015-04-14 2015-10-15
MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD   2015-02-12 2015-10-16
STARBUCKS CORP   2015-02-25 2015-10-27
PRECISION CASTPARTS CORP   2015-04-14 2015-11-04
TERADATA CORP DEL COM STK   2015-02-25 2015-12-11
EXPRESS SCRIPTS HLDG CO COM   2015-02-25 2015-12-18
NIKE INC CLASS B   2015-02-25 2015-12-18
PRECISION CASTPARTS CORP     2015-12-18
PRECISION CASTPARTS CORP   2015-02-25 2015-12-21
CATERPILLAR INC   2002-03-28 2015-02-12
INTL BUSINESS MACHINES CORP   1994-01-13 2015-02-12
ISHARES MSCI EMERGING MKTS INDEX FUND   2007-06-28 2015-02-12
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS EQTY FD     2015-02-12
MFB NORTHN MUL Tl-MANAGER INTL EQTY FD FD     2015-02-12
PETSMART INC   2014-01-03 2015-02-12
UNITED TECHNOLOGIES CORP   2001-04-17 2015-02-12
NOBLE CORP PLC COMMON STOCK   2014-01-03 2015-02-12
MONSANTO CO COM   2014-01-03 2015-02-23
AMERICAN EXPRESS CO   2010-07-20 2015-02-25
AMERICAN WTR WKS CO INC NEW COM   2014-01-03 2015-02-25
APPLE COMPUTER INC   2009-07-06 2015-02-25
CR BARD INC   2013-09-23 2015-02-25
CATERPILLAR INC   2002-03-28 2015-02-25
CHEVRONTEXACO CORP COM   2010-07-20 2015-02-25
CISCO SYS INC     2015-02-25
COCA COLA CO   2007-09-26 2015-02-25
COSTCO WHSL CORP NEW   2014-01-03 2015-02-25
WALT DISNEY CO     2015-02-25
GILEAD SCIENCES INC   2013-09-23 2015-02-25
MCDONALDS CORP   1990-06-19 2015-02-25
METLIFE INC   2013-03-07 2015-02-25
NATIONAL-OILWELL INC   2010-07-20 2015-02-25
PROCTER & GAMBLE CO   2007-09-26 2015-02-25
VF CORP   2014-01-03 2015-02-25
WELLS FARGO & CO NEW   2003-07-14 2015-02-25
PFIZER INC COM   2013-09-23 2015-03-18
CISCO SYS INC   1997-09-16 2015-06-04
FRANKLIN RESOURCES INC   2014-01-03 2015-06-04
FRANKLIN RESOURCES INC   2014-01-03 2015-06-05
COCA COLA CO   2007-09-26 2015-06-19
INTL BUSINESS MACHINES CORP   1994-01-13 2015-07-09
AMGEN INC   2013-09-23 2015-07-17
APPLE COMPUTER INC   2009-07-06 2015-07-30
AMGEN INC   2013-09-23 2015-08-20
C R BARD INC   2013-09-23 2015-08-20
NATIONAL-OILWELL INC   2010-07-20 2015-08-20
PRECISION CASTPARTS CORP   2014-03-20 2015-08-20
PRECISION CASTPARTS CORP   2014-03-20 2015-10-15
AMERICAN WTR WKS CO INC NEW COM   2014-01-03 2015-10-27
AMERICAN WTR WKS CO INC NEW COM   2014-01-03 2015-11-04
BERKSHIRE HATHAWAY INC-CL B   2001-05-22 2015-12-09
MFB NORTHN MID CAP INDEX FD FD   2011-12-12 2015-12-09
MFB NORTHN MID CAP INDEX FD FD     2015-12-09
MFB NORTHERN FDS STK INDEX FD     2015-12-09
COSTCO WHSL CORP NEW   2014-01-03 2015-12-11
EXPRESS SCRIPTS HLDG CO COM   2013-09-23 2015-12-18
NIKE INC CLASS B   2014-01-03 2015-12-18
EXPRESS SCRIPTS HLDG CO COM   2013-09-23 2015-12-21
NIKE INC CLASS B   2014-01-03 2015-12-21
EXELON CORP   2014-03-01 2015-12-23
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 18,132   19,704 -1,572
b 27,191   20,360 6,831
c 7,372   6,715 657
d 29,568   29,568 0
e 6,574   6,302 272
14,011   14,399 -388
12,177   10,386 1,791
117   114 3
12,645   11,516 1,129
1,460   1,570 -110
5,758   4,110 1,648
4,058   3,943 115
16,289   12,074 4,215
8,461   8,361 100
6,876   7,725 -849
15,632   23,320 -7,688
2,311   2,137 174
90,708   100,000 -9,292
8,137   6,136 2,001
4,384   4,061 323
10,531   17,022 -6,491
1,116   1,105 11
777   581 196
6,475   5,931 544
5,084   4,655 429
33,427   11,881 21,546
31,716   3,101 28,615
36,172   39,466 -3,294
102,293   96,784 5,509
98,997   75,000 23,997
20,680   17,968 2,712
29,899   9,360 20,539
9,130   16,090 -6,960
22,414   20,951 1,463
13,199   6,620 6,579
10,866   8,291 2,575
1,412   217 1,195
1,025   706 319
42,594   14,851 27,743
26,131   17,281 8,850
41,805   19,148 22,657
34,117   23,204 10,913
442   352 90
68,212   10,414 57,798
29,772   17,972 11,800
60,885   5,331 55,554
21,071   15,289 5,782
7,304   4,444 2,860
18,420   15,119 3,301
78   62 16
35,974   17,441 18,533
2,267   1,931 336
7,999   2,692 5,307
11,036   12,496 -1,460
6,594   7,475 -881
15,668   11,046 4,622
33,061   3,101 29,960
4,544   3,235 1,309
6,719   1,085 5,634
11,596   8,202 3,394
11,803   7,058 4,745
14,302   12,138 2,164
10,156   11,200 -1,044
8,320   9,164 -844
5,046   3,606 1,440
9,401   6,757 2,644
26,295   9,078 17,217
30,385   20,486 9,899
9,615   8,428 1,187
30,000   28,543 1,457
8,805   6,451 2,354
2,233   1,620 613
2,071   1,251 820
2,329   1,682 647
1,941   1,173 768
11,499   13,054 -1,555
14,153     14,153
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       -1,572
b       6,831
c       657
d       0
e       272
      -388
      1,791
      3
      1,129
      -110
      1,648
      115
      4,215
      100
      -849
      -7,688
      174
      -9,292
      2,001
      323
      -6,491
      11
      196
      544
      429
      21,546
      28,615
      -3,294
      5,509
      23,997
      2,712
      20,539
      -6,960
      1,463
      6,579
      2,575
      1,195
      319
      27,743
      8,850
      22,657
      10,913
      90
      57,798
      11,800
      55,554
      5,782
      2,860
      3,301
      16
      18,533
      336
      5,307
      -1,460
      -881
      4,622
      29,960
      1,309
      5,634
      3,394
      4,745
      2,164
      -1,044
      -844
      1,440
      2,644
      17,217
      9,899
      1,187
      1,457
      2,354
      613
      820
      647
      768
      -1,555
      14,153
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 2 429,627
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 64,655 3,015,055 0.021444
2013 21,530 2,707,393 0.007952
2012 25,655 2,470,934 0.010383
2011 579,544 2,774,430 0.208888
2010 155,088 2,917,004 0.053167
2
Total of line 1, column (d) .....................
20.301834
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
0.060367
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,018,096
5
Multiply line 4 by line 3......................
5
182,193
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,509
7
Add lines 5 and 6........................
7
186,702
8
Enter qualifying distributions from Part XII, line 4.............
8
133,980
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 9,017
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 9,017
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 9,017
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,201
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,201
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 105
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 6,079
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,079 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)
    bulletOH
    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 ofbulletJUDIE DELANEY Telephone no.bullet (216) 524-9700

    Located atbullet9301 ALLEN DRIVEvalley viewOH ZIP+4bullet44125
    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
    JUDIE DELANEY PRESIDENT
    33.00
    40,000 0 0
    9301 ALLEN DRIVE
    VALLEY VIEW,OH44125
    ROBB SCHERLER TRUSTEE
    0.00
    0 0 0
    9301 ALLEN DRIVE
    VALLEY VIEW,OH44125
    RANDY SCHERLER SECRETARY
    0.00
    0 0 0
    9301 ALLEN DRIVE
    VALLEY VIEW,OH44125
    PATRICIA SCHERLER TRUSTEE
    0.00
    0 0 0
    9301 ALLEN DRIVE
    VALLEY VIEW,OH44125
    ROY SCHERLER VICE-PRESIDENT
    0.00
    0 0 0
    9301 ALLEN DRIVE
    VALLEY VIEW,OH44125
    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 THE SUTOWSKI FOUNDATION ENGAGED IN NO DIRECT CHARITABLE ACTIVITIES DURING 2015. 0
    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 THE SUTOWSKI FOUNDATION ENGAGED IN NO PROGRAM-RELATED INVESTMENTS DURING 2015. 0
    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
    2,896,482
    b
    Average of monthly cash balances.......................
    1b
    167,575
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,064,057
    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
    3,064,057
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,961
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,018,096
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    150,905
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    150,905
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    9,017
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,017
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    141,888
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    141,888
    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
    141,888
    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
    133,980
    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
    133,980
    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
    133,980
    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 7 141,888
    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......  
    b From 2011...... 39,594
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 39,594
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 133,980
    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..... 133,980
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 7,908 7,908
    (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 31,686
    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) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    31,686
    10 Analysis of line 9:
    a Excess from 2011.... 31,686
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AKRON CHILDREN'S HOSPITAL FOUNDATION
    ONE PERKINS SQ
    AKRON,OH44308
      PC GENERAL PROGRAM SUPPORT 10,000
    AUTISM SOCIETY OF GREATER AKRON
    701 S MAIN ST
    AKRON,OH44311
      PC GENERAL PROGRAM SUPPORT 5,000
    FISHER HOUSE FOUNDATION INC
    111 ROCKVILLE PIKE SUITE 420
    ROCKVILLE,MD20850
      PC GENERAL PROGRAM SUPPORT 10,000
    HIGHLAND ATHLETIC FACILITIES ASSOCIATION HIGHLAND BOARD OF EDUCATION OFFIC
    3880 RIDGE RD
    MEDINA,OH44256
      PC GENERAL PROGRAM SUPPORT 15,000
    JOHN CARROLL UNIVERSITY FOR JEAN SUTOWSKI ENDOWED SCHOLARSHIP FUND
    1 JOHN CARROL BLVD
    UNIVERSITY HEIGHTS,OH44118
      PC GENERAL PROGRAM SUPPORT 40,000
    ST HILLARY PARISH FOUNDATION
    2750 WEST MARKET ST
    FAIRLAWN,OH44333
      PC GENERAL PROGRAM SUPPORT 10,000
    WALSH JESUIT HIGH SCHOOL
    4550 WYOGA LAKE RD
    CUYAHOGA FALLS,OH44224
      PF GENERAL PROGRAM SUPPORT 20,000
    Total .................................bullet 3a 110,000
    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 18  
    4 Dividends and interest from securities....     14 64,456  
    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 ............
        18 429,627  
    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).. 0 494,101 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13494,101
    (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:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,900 2,450   2,450

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFB NORTHERN FDS BD INDEX FD 143,232 145,084
    MFB NORTHERN HIGH YIELD FIXED INCOME 243,378 216,177

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO COMMON STOCK. 19,554 29,211
    AMERICAN TOWER CORP (AMT) 22,496 26,699
    AMGEN INC COMMON STOCK (AMGN) 11,668 16,395
    APPLE INC COM STK (AAPL) 12,502 66,735
    BAXTER INTL INC COMMON STOCK (BAX) 21,529 21,964
    BERKSHIRE HATHAWAY INC-Cl B (BRK/B) 22,695 66,020
    CATERPILLAR INC. COMMON STOCK, NO PAR (CAT) 0 0
    CHEVRON CORP COM (CVX) 14,986 18,802
    CISCO SYSTEMS INC COMMON STOCK (CSCO) 0 0
    CITIGROUP INC 55,402 55,217
    COCA COLA CO COM (KO) 0 0
    COSTCO WHOLESALE CORP 13,137 18,088
    CVS HEALTH CORP 41,358 46,382
    DANAHER CORP 40,419 46,694
    EMC CORP COM 40,586 37,403
    EMERSON ELECTRIC CO COM 0 0
    EXELON CORP COM 0 0
    EXPRESS SCRIPTS HLDG CO COM (ESRX) 27,844 39,072
    EXXON MOBIL CORP 4,380 28,764
    FRANKLIN RES INC. COMMON STOCK. BEN) 0 0
    GILEAD SCIENCES INC (GILD) 13,448 21,655
    GOOGLE INC CL A (GOOGL) 0 0
    GOOGLE INC COM USD0.001 0 0
    HOME DEPOT INC. COMMON STOCK. 37,616 52,503
    INTEL CORP COM 0 0
    INTERNATIONAL BUSINESS MACHS CORP 0 0
    JPMORGAN CHASE & CO COM 37,136 64,379
    MC DONALDS CORP. COMMON STOCK. 2,458 33,552
    MERCK & CO INC NEW COM 30,219 33,353
    METLIFE INC COM STK USD0.01 32,050 37,459
    MFB NORTHERN FDS STK INDEX FD 114,991 134,401
    MONDELEZ INTL INC COM 28,526 36,368
    MONSANTO CO 0 0
    NATIONAL OILWELL VARCO COM STK 0 0
    NIKE INC 17,120 27,457
    NORFOLK SOUTHN CORP COM 20,583 17,848
    PFIZER INC COM 26,889 30,117
    PRECISION CASTPARTS CORP 0 2
    PROCTER & GAMBLE COM NPV 19,879 22,552
    SCHLUMBERGER LTD COM COM 34,462 27,819
    STARBUCKS CORP COM (SBUX) 23,028 34,817
    UNITED TECHNOLOGIES CORP COM 0 0
    V. F. CORP COMMON STOCK 18,577 18,613
    VERIZON COMMUNICATIONS COM 13,451 13,219
    WALT DISNEY CO 4,962 37,344
    WELLS FARGO & CO NEW COM STK 25,425 51,588
    AMERICAN WTR WKS CO INC NEW COM 0 0
    C R BARD 15,762 25,385
    MFB NORTHERN MID CAP INDEX FD 117,822 153,125
    NOBLE CORP PLC COMMON STOCK 0 0
    NUCOR CORP. 33,401 27,496
    PETSMART INC 0 0
    MFB NORTHERN FDS SMALL CAP VALUE FD 92,625 90,414
    MFC FLEXSHARES TR STOXX GLOBAL BROAD 31,365 28,791
    MFB NORTHERN INTL EQUITY INDEX FD 130,000 118,176
    MFB NORTHERN MULTI-MANAGER INTL EQUITY 0 0
    MFB NORTHERN FDS MULTI-MANAGER EMERGING 0 0
    MFC ISHARES TR MSCI EMERGING MKTS 0 0
    MFO DFA EMERGING MARKETS VALUE (DFEVX) 91,000 81,207
    MFC FLEXSHARES TR INTL QUALITY DIVIDEND 12,155 10,853
    DICKS SPORTING GOODS INC OC-COM (DKS) 34,186 22,624
    KOHLS CORP COMMON STOCK (KSS) 27,533 22,386
    TWENTY-FIRST CENTY FOX INC CL A CL A (FOXA) 34,093 26,562
    EOG RESOURCES INC COM (EOG) 20,321 18,547
    HALLIBURTON CO COM 20,026 17,497
    INTERCONTINENTAL EXCHANGE INC COM (ICE) 27,317 29,214
    BAXALTA INC COM (BXLT) 32,204 40,195
    BIOGEN INC COMMON STOCK 37,407 37,987
    ZIMMER BIOMET HLDGS INC COM (ZBH) 36,768 31,871
    EATON CORP PLC COM 39,105 28,518
    GENERAL ELECTRIC CO (GE) 31,972 38,692
    NXP SEMICONDUCTORS N V COM STK (NXPI) 22,642 22,326
    ACTIVISION BLIZZARD INC COM STK 20,651 34,104
    ALPHABET INC CAP STK CL A CAP STK CL A (GOOGL) 10,029 26,452
    ALPHABET INC CAP STK CL C VAP STK CL C (GOOG) 32,112 56,916
    ORACLE CORPORATION COM (ORCL) 27,724 23,197
    QUALCOMM INC COM (QCOM) 30,890 23,843
    RACKSPACE HOSTING INC COM STK (RAX) 16,093 16,509
    SALESFORCE COM INC COM STK (CRM) 29,076 36,378
    TWITTER INC COM (TWTR) 20,499 15,411
    DUKE ENERGY CORP NEW COM NEW COM NEW (DUK) 11,789 12,156

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MFB NORTHERN FDS GLOBAL REAL ESTATE AT COST 30,000 29,739
    MFC FLEXSHARES TR MORNINGSTAR GLOBAL AT COST 30,255 21,472

    TY 2015 OtherExpensesSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGES 45 45   0
    INSURANCE 1,139 1,139   0
    MISCELLANEOUS 89 89   0


    TY 2015 OtherIncreasesSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Description Amount
    ADJUSTMENTS TO BASIS ON ASSETS 25,495


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 7,800 7,800   0
    PAYROLL FEES 801 801   0
    MANAGEMENT FEES 8,932 8,932   0


    TY 2015 TaxesSchedule
    Name:
    THE SUTOWSKI FOUNDATION
    EIN:
    34-1501376
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 456 456   0
    FEDERAL EXCISE TAX 15,618 0   0