Form990-PF
Click to see attachment

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
REED FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)710 NORTH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE GENEVA, WI53147
A Employer identification number

26-1247721
B Telephone number (see instructions)

(262) 384-3700
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$12,252,292
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) 1,490,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,621 4,621  
4 Dividends and interest from securities... 232,077 232,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -354,900
b Gross sales price for all assets on line 6a 3,442,821
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,371,798 236,698  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,000 1,000   0
b Accounting fees (attach schedule)....... 45,500 45,500   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,008 5,806   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 118 118   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,626 52,424   0
25 Contributions, gifts, grants paid....... 525,000 525,000
26 Total expenses and disbursements. Add lines 24 and 25 579,626 52,424   525,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 792,172
b Net investment income (if negative, enter -0-) 184,274
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......... 379,977 257,278 257,278
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) 1,199,766 Click to see attachment1,653,140 1,650,360
b Investments—corporate stock (attach schedule)....... 7,723,833 Click to see attachment8,185,409 10,344,654
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,303,576 10,095,827 12,252,292
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 9,303,576 10,095,827
30 Total net assets or fund balances (see instructions)..... 9,303,576 10,095,827
31 Total liabilities and net assets/fund balances (see instructions). 9,303,576 10,095,827
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
9,303,576
2
Enter amount from Part I, line 27a .....................
2
792,172
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
79
4
Add lines 1, 2, and 3 ..........................
4
10,095,827
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
10,095,827
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 2000 SHARES WISDOM TREE EMERGING MARKETS EQUITY INC P 2013-06-20 2015-03-17
b 1000 SHARES WISDOM TREE EMERGING MARKETS EQUITY INC P 2013-08-01 2015-03-17
c 4000 SHARES WISDOM TREE EMERGING MARKETS EQUITY INC P 2013-11-22 2015-03-17
d 900 SHARES QUALCOMM INC. P 2013-08-01 2015-09-25
e 1200 SHARES QUALCOMM INC. P 2013-09-27 2015-09-25
900 SHARES QUALCOMM INC. P 2013-11-22 2015-09-25
600 SHARES QUALCOMM INC. P 2013-12-27 2015-09-25
510 SHARES TRIMBLE NAVIGATION LTD. P 2011-04-08 2015-09-25
1500 SHARES TRIMBLE NAVIGATION LTD. P 2011-05-31 2015-09-25
600 SHARES TRIMBLE NAVIGATION LTD. P 2011-08-10 2015-09-25
2400 SHARES TRIMBLE NAVIGATION LTD. P 2013-06-20 2015-09-25
1000 SHARES TRIMBLE NAVIGATION LTD. P 2013-12-27 2015-09-25
800 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2011-03-25 2015-11-12
600 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2011-05-31 2015-11-12
2000 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2012-09-25 2015-11-12
1557.247 SHARES KINDER MORGAN INCORPORATED P 2011-05-31 2015-11-17
1200 SHARES KINDER MORGAN INCORPORATED P 2013-08-01 2015-11-17
1200 SHARES KINDER MORGAN INCORPORATED P 2013-09-27 2015-11-17
2400 SHARES KINDER MORGAN INCORPORATED P 2013-11-22 2015-11-17
1400 SHARES KINDER MORGAN INCORPORATED P 2013-12-27 2015-11-17
300000 F/V U.S. TREASURY NOTE .375% 03/15/2015 P 2012-03-29 2015-03-16
.631 SHARES GOOGLE INC CLASS C P 2009-09-11 2015-05-04
200000 F/V U.S TREASURY NOTE .375% 06/15/2015 P 2012-06-28 2015-06-15
350000 F/V U.S. TREASURY NOTE .25% 09/15/2015 P 2012-09-27 2015-09-15
512 SHARES TRIMBLE NAVIGATION LTD. P 2010-11-16 2015-09-25
148 SHARES TRIMBLE NAVIGATION LTD. P 2010-11-17 2015-09-25
330 SHARES TRIMBLE NAVIGATION LTD. P 2010-12-22 2015-09-25
200 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2009-05-22 2015-11-12
600 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2009-07-21 2015-11-12
800 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2009-09-23 2015-11-12
1600 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2009-12-30 2015-11-12
2000 SHARES VANGUARD EMERGING MARKETS STOCK ETF P 2010-05-25 2015-11-12
467.821 SHARES KINDER MORGAN INCORPORATED P 2009-05-22 2015-11-17
971.632 SHARES KINDER MORGAN INCORPORATED P 2009-07-21 2015-11-17
2441.433 SHARES KINDER MORGAN INCORPORATED P 2009-09-10 2015-11-17
790.867 SHARES KINDER MORGAN INCORPORATED P 2010-07-26 2015-11-17
80 SHARES EOG RESOURCES, INC. P 2014-12-22 2015-09-25
945 SHARES EOG RESOURCES, INC. P 2014-12-30 2015-09-25
675 SHARES EOG RESOURCES, INC. P 2015-08-28 2015-09-25
2250 SHARES NETSUITE INC. P 2015-08-28 2015-11-17
4500 SHARES ENERGY SELECT SECTOR SPDR P 2015-11-17 2015-12-30
4390 SHARES SELECT SECTOR SPDR TR SBI INT-TECH P 2015-11-17 2015-12-30
350000 F/V U.S. TREASURY NOTE .25% 09/15/2015 P 2014-09-22 2015-09-15
300000 F/V U.S. TREASURY NOTE .25% 12/15/2015 P 2015-03-30 2015-12-15
(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 81,979   94,962 -12,983
b 40,989   49,814 -8,825
c 163,958   208,792 -44,834
d 47,614   58,462 -10,848
e 63,485   80,828 -17,343
47,614   65,815 -18,201
31,743   44,434 -12,691
8,162   12,912 -4,750
24,005   32,900 -8,895
9,602   10,559 -957
38,409   61,528 -23,119
16,004   34,628 -18,624
27,274   38,496 -11,222
20,455   29,550 -9,095
68,185   83,620 -15,435
35,956   32,523 3,433
27,708   45,728 -18,020
27,708   43,113 -15,405
55,415   85,701 -30,286
32,326   50,284 -17,958
300,000   299,221 779
351   147 204
200,000   200,200 -200
350,000   349,693 307
8,194   9,228 -1,034
2,369   2,667 -298
5,281   6,703 -1,422
6,818   6,242 576
20,455   20,525 -70
27,274   31,312 -4,038
54,548   65,632 -11,084
68,185   73,419 -5,234
10,802   5,517 5,285
22,435   12,908 9,527
56,372   32,319 24,053
18,261   14,174 4,087
5,779   7,647 -1,868
68,266   87,706 -19,440
48,761   52,854 -4,093
188,914   209,041 -20,127
269,545   304,515 -34,970
191,620   190,526 1,094
350,000   350,652 -652
300,000   300,224 -224
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       -12,983
b       -8,825
c       -44,834
d       -10,848
e       -17,343
      -18,201
      -12,691
      -4,750
      -8,895
      -957
      -23,119
      -18,624
      -11,222
      -9,095
      -15,435
      3,433
      -18,020
      -15,405
      -30,286
      -17,958
      779
      204
      -200
      307
      -1,034
      -298
      -1,422
      576
      -70
      -4,038
      -11,084
      -5,234
      5,285
      9,527
      24,053
      4,087
      -1,868
      -19,440
      -4,093
      -20,127
      -34,970
      1,094
      -652
      -224
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 -354,900
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 428,478 10,590,863 0.040457
2013 333,158 8,527,593 0.039068
2012 267,362 6,758,067 0.039562
2011 184,331 5,305,896 0.034741
2010 108,925 3,722,618 0.029260
2
Total of line 1, column (d) .....................
20.183088
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
0.036618
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
11,893,876
5
Multiply line 4 by line 3......................
5
435,530
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,843
7
Add lines 5 and 6........................
7
437,373
8
Enter qualifying distributions from Part XII, line 4.............
8
525,000
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 1,843
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 1,843
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 1,843
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,560
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 283
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,843
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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. Click to see attachment...............................
    10
    Yes
     
    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
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletWALTER W BELL Telephone no.bullet (262) 384-3700

    Located atbullet710 NORTH STREETLAKE GENEVAWI ZIP+4bullet53147
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    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
    MARJORIE REED DIRECTOR/PRESIDENT
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    GINEVRA R RALPH DIRECTOR/VP
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    L KEITH REED DIRECTOR/VP
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    HELEN S REED DIRECTOR/VP
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    PETER S REED DIRECTOR/VP
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    JOHN S REED JR DIRECTOR/VP
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    WALTER W BELL DIRECTOR/TREASURER/SECR.
    0.00
    0 0 0
    710 NORTH STREET
    LAKE GENEVA,WI53147
    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
    11,730,048
    b
    Average of monthly cash balances.......................
    1b
    344,953
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,075,001
    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
    12,075,001
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    181,125
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,893,876
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    594,694
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    594,694
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,843
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,843
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    592,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    592,851
    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
    592,851
    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
    525,000
    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
    525,000
    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
    1,843
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    523,157
    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 7 592,851
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 523,240
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 525,000
    a Applied to 2014, but not more than line 2a 523,240
    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..... 1,760
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    591,091
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALEX'S LEMONADE STAND FOUNDATION
    333 E LANCASTER AVENUE 414
    WYNNEWOOD,PA19096
    N/A 501(C)(3) GENERAL 500
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    N/A 501(C)(3) GENERAL 875
    AMIGOS BRAVOS
    PO BOX 238
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 250
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVENUE
    CHICAGO,IL60603
    N/A 501(C)(3) GENERAL 1,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVENUE
    CHICAGO,IL60603
    N/A 501(C)(3) GENERAL 250
    ATLANIC SALMON FEDERATION
    PO BOX 807
    CALAIS,ME04619
    N/A 501(C)(3) GENERAL 250
    BERKSHIRE SCHOOL
    245 N UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257
    N/A 501(C)(3) GENERAL 25,000
    BOZEMAN DEACONESS FOUNDATION
    931 HIGHLAND BLVD 3200
    BOZEMAN,MT59715
    N/A 501(C)(3) GENERAL 500
    BOZEMAN SYMPHONY SOCIETY
    1001 W OAK STREET
    BOZEMAN,MT59715
    N/A 501(C)(3) GENERAL 250
    BRING RECYCLING
    4446 FRANKLIN BOULEVARD
    EUGENE,OR97403
    N/A 501(C)(3) GENERAL 250
    BRING RECYCLING
    4446 FRANKLIN BOULEVARD
    EUGENE,OR97403
    N/A 501(C)(3) GENERAL 500
    CAMP DUDLEY YMCA INC
    126 DUDLEY ROAD
    WESTPORT,NY12993
    N/A 501(C)(3) GENERAL 300
    CAMPAIGN LEGAL CENTER
    1411 K STREET NW SUITE 1400
    WASHINGTON,DC20005
    N/A 501(C)(3) GENERAL 1,000
    CAMPAIGN LEGAL CENTER INC
    1411 K STREET NW
    WASHINGTON,DC20005
    N/A 501(C)(3) GENERAL 875
    CATSKILL FLYFISHING CENTER & MUSEUM
    1031 OLD ROUTE 17
    LIVINGSTON,NY12758
    N/A 501(C)(3) GENERAL 500
    CELL MOTION LABORATORIES INC
    PO BOX 20374
    NEW YORK,NY10009
    N/A 501(C)(3) GENERAL 500
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET 8TH FLOOR
    NEW YORK,NY10022
    N/A 501(C)(3) GENERAL 1,000
    CHARITY NAVIGATOR
    139 HARRISTOWN ROAD SUITE 101
    GLEN ROCK,NJ07452
    N/A 501(C)(3) GENERAL 50
    CHENEQUA FOUNDATION
    PO BOX 18
    HARTLAND,WI53029
    N/A 501(C)(3) GENERAL 250
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    N/A 501(C)(3) GENERAL 600
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVENUE
    CHICAGO,IL60604
    N/A 501(C)(3) GENERAL 1,000
    COLBY COLLEGE
    4335 MAYFLOWER HILL
    WATERVILLE,ME04901
    N/A 501(C)(3) GENERAL 1,000
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346
    N/A 501(C)(3) GENERAL 500
    COLLEGE OF THE ATLANTIC
    105 EDEN STREET
    BAR HARBOR,ME04609
    N/A 501(C)(3) GENERAL 250
    COLUMBIA LAND CONSERVANCY
    49 MAIN STREET
    CHATHAM,NY12037
    N/A 501(C)(3) GENERAL 5,000
    COMMON GROUND
    815 ROSEMARY TERRACE
    DEERFIELD,IL60015
    N/A 501(C)(3) GENERAL 1,000
    COMMON GROUND
    815 ROSEMARY TERRACE
    DEERFIELD,IL60015
    N/A 501(C)(3) GENERAL 1,000
    COMMUNITY AGAINST VIOLENCE
    PO BOX 169
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 1,250
    COMMUNITY FOUNDATION OF NEW JERSEY AFGHAN GIRLS FINANCIAL ASSISTANCE FUND
    PO BOX 338
    MORRISTOWN,NJ07963
    N/A 501(C)(3) GENERAL 875
    CORNERSTONE FAMILY PROGRAMS
    62 ELM STREET
    MORRISTOWN,NJ07960
    N/A 501(C)(3) GENERAL 500
    DEIRDRE'S HOUSE
    8 COURT STREET
    MORRISTOWN,NJ07960
    N/A 501(C)(3) GENERAL 500
    DELTA WATERFOWL FOUNDATION
    PO BOX 3128
    BISMARK,ND58502
    N/A 501(C)(3) GENERAL 250
    DIGDEEP WATER
    3308 DESCANSO DRIVE
    LOS ANGELES,CA90026
    N/A 501(C)(3) GENERAL 1,000
    DISCIPLES OF DIRT
    PO BOX 50213
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 750
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013
    N/A 501(C)(3) GENERAL 500
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO STREET
    LOS ANGELES,CA90013
    N/A 501(C)(3) GENERAL 1,500
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120
    N/A 501(C)(3) GENERAL 500
    EAST WOODS SCHOOL
    31 YELLOW COTE ROAD
    OYSTER BAY,NY11771
    N/A 501(C)(3) GENERAL 300
    EUGENE BALLET COMPANY
    1590 WILLIAMETTE ST
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 750
    EUGENE BALLET COMPANY
    1590 WILLIAMETTE ST SUITE 100
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 20,000
    EUGENE CIVIC ALLIANCE
    PO BOX 5338
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 25,000
    EUGENE FAMILY YMCA
    2055 PATTERSON STREET
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 2,000
    EUGENE OPERA
    1590 WILLIAMETTE ST
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 750
    EUGENE OPERA
    1590 WILLIAMETTE ST
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 500
    EUGENE PUBLIC WORKS PARKS & OPEN SPACE
    1820 ROOSEVELT BOULEVARD
    EUGENE,OR97402
    N/A 501(C)(3) GENERAL 1,000
    EUGENE SYMPHONY
    115 W 8TH AVENUE SUITE 115
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 500
    FAR HILLS COUNTRY DAY SCHOOL
    PO BOX 8
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 300
    FAR HILLS COUNTRY DAY SCHOOL
    ROUTE 202 BOX 8
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 2,000
    FAR HILLS COUNTRY DAY SCHOOL
    ROUTE 202 BOX 8
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 300
    FEDERATION OF FLY FISHERS
    5237 US HIGHWAY 89 SOUTH STE 11
    LIVINGSTON,MT59047
    N/A 501(C)(3) GENERAL 400
    FIDELITY CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH45277
    N/A 501(C)(3) GENERAL 30,000
    FIRST PRESBYTERIAN CHURCH OF LAKE FOREST
    700 N SHERIDAN ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 250
    FIRST PRESBYTERIAN CHURCH OF NEW VERNON
    PO BOX 218
    NEW VERNON,NJ07976
    N/A 501(C)(3) GENERAL 1,000
    FIVE VALLEYS LAND TRUST
    PO BOX 8953
    MISSOULA,MT59807
    N/A 501(C)(3) GENERAL 250
    FOOD FOR LANE COUNTY
    770 BAILEY HILL ROAD
    EUGENE,OR97402
    N/A 501(C)(3) GENERAL 500
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960
    N/A 501(C)(3) GENERAL 2,000
    FRANK LLOYD WRIGHT TRUST
    209 S LASALLE STREET - SUITE 118
    CHICAGO,IL60604
    N/A 501(C)(3) GENERAL 2,500
    FRESH AIR FUND (NYC)
    633 THIRD AVENUE - 14TH FLOOR
    NEW YORK,NY10017
    N/A 501(C)(3) GENERAL 250
    FRIENDS OF BUFORD PARK & MT PISGAH
    PO BOX 5266
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 1,000
    FRIENDS OF THE CLARENCE DILLON PUBLIC LIBRARY
    2336 LAMINGTON ROAD
    BEDMINSTER,NJ07921
    N/A 501(C)(3) GENERAL 500
    GALLATIN VALLEY LAND TRUST
    PO BOX 7021
    BOZEMAN,MT59715
    N/A 501(C)(3) GENERAL 500
    GREAT SWAMP WATERSHED ASSOCIATION
    PO BOX 300
    NEW VERNON,NJ07976
    N/A 501(C)(3) GENERAL 1,400
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    N/A 501(C)(3) GENERAL 500
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    N/A 501(C)(3) GENERAL 500
    GREATER NEWARK CONSERVANCY
    32 PRINCE STREET
    NEWARK,NJ07103
    N/A 501(C)(3) GENERAL 250
    GREATER NEWARK FRESH AIR FUND
    43 HILL STREET
    NEWARK,NJ07102
    N/A 501(C)(3) GENERAL 250
    GUIDESTAR USA INC
    4801 COURTHOUSE STREET SUITE 220
    WILLIAMSBURG,VA23188
    N/A 501(C)(3) GENERAL 50
    HARDING LAND TRUST
    PO BOX 576
    NEW VERNON,NJ07976
    N/A 501(C)(3) GENERAL 2,500
    HARLEM VALLEY TRAIL ASSOCIATION
    PO BOX 356
    MILLERTON,NY12546
    N/A 501(C)(3) GENERAL 1,500
    HEADWATERS AREA FOOD BANK
    32 S TRACY AVENUE
    BOZEMAN,MT59715
    N/A 501(C)(3) GENERAL 500
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    TAUNTON,MA02780
    N/A 501(C)(3) GENERAL 875
    HUERTO DE LA FAMILIA
    3575 DONALD STREET SUITE 300
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 500
    ICCS
    9002 CHIMNEY ROCK G-243
    HOUSTON,TX77096
    N/A 501(C)(3) GENERAL 250
    INTERFAITH FOOD PANTRY
    2 EXECUTIVE DRIVE
    MORRIS PLAINS,NJ07950
    N/A 501(C)(3) GENERAL 500
    JEFFERSON PUBLIC RADIO FOUNDATION
    1250 SISKIYOU BLVD
    ASHLAND,OR97520
    N/A 501(C)(3) GENERAL 500
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 7,250
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 25,000
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 10,000
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 3,000
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 5,000
    KANSAS CITY SOUTHERN CHARITABLE
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    N/A 501(C)(3) GENERAL 300
    KELLOGG SCHOOL OF MANAGEMENT
    1201 DAVIS STREET
    EVANSTON,IL60208
    N/A 501(C)(3) GENERAL 250
    KEMMERER LIBRARY
    PO BOX 283
    NEW VERNON,NJ07976
    N/A 501(C)(3) GENERAL 500
    KENTS HILL SCHOOL
    PO BOX 257 1614 MAINE STREET
    KENTS HILL,ME04349
    N/A 501(C)(3) GENERAL 45,000
    KENTS HILL SCHOOL
    PO BOX 257 1614 MAINE STREET
    KENTS HILL,ME04349
    N/A 501(C)(3) GENERAL 1,000
    LA KITCHEN
    PO BOX 31345
    LOS ANGELES,CA90031
    N/A 501(C)(3) GENERAL 250
    LAKE FOREST COLLEGE
    555 N SHERIDAN ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 25,000
    LAKE FOREST COLLEGE
    555 N SHERIDAN ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 1,000
    LAKE FOREST COUNTRY DAY SCHOOL
    145 S GREEN BAY ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 500
    LAKE FOREST COUNTRY DAY SCHOOL
    145 S GREEN BAY ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 300
    LAKE FOREST COUNTRY DAY SCHOOL
    145 S GREEN BAY ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 1,000
    LAKE FOREST LIBRARY
    360 E DEERPATH ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 1,000
    LAKE FOREST LIBRARY
    360 E DEERPATH ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 2,500
    LAKE FOREST LIBRARY
    360 E DEERPATH ROAD
    LAKE FOREST,IL60045
    N/A 501(C)(3) GENERAL 250
    LAMINGTON PRESBYTERIAN CHURCH
    355 LAMINGTON ROAD
    BEDMINSTER,NJ07921
    N/A 501(C)(3) GENERAL 500
    LANE COMMUNITY COLLEGE FOUNDATION
    4000 E 30TH AVENUE
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 1,000
    LAWRENCE UNIVERSITY
    711 E BOLDT WAY SPC 1847
    APPLETON,WI54911
    N/A 501(C)(3) GENERAL 2,500
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST STREET
    LOS ANGELES,CA90058
    N/A 501(C)(3) GENERAL 300
    MCKENZIE RIVER TRUST
    1245 PEARL STREET
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 250
    MCKENZIE RIVER TRUST
    1245 PEARL STREET
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 500
    MICHAEL J FOX FOUNDATION FORMICHAEL J FOX FOUNDATION FOR PARKINSON'S
    GRAND CENTRAL STATION PO BOX 4777
    NEW YORK,NY10163
    N/A 501(C)(3) GENERAL 750
    MILLICENT ROGERS MUSEUM
    PO BOX 1210
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 250
    MONTANA LAND RELIANCE
    PO BOX 355
    HELENA,MT59624
    N/A 501(C)(3) GENERAL 500
    MUSEUM OF MODERN ART
    11 W 53RD STREET
    NEW YORK,NY10019
    N/A 501(C)(3) GENERAL 7,500
    MUSEUM OF MODERN ART
    11 W 53RD STREET
    NEW YORK,NY10019
    N/A 501(C)(3) GENERAL 500
    MUSEUM OF MODERN ART
    11 W 53RD STREET
    NEW YORK,NY10019
    N/A 501(C)(3) GENERAL 500
    MUSEUM OF THE ROCKIES
    600 W KAGY BOULEVARD
    BOZEMAN,MT59717
    N/A 501(C)(3) GENERAL 250
    MUSKINGUM UNIVERSITY
    163 STORMONT STREET
    NEW CONCORD,OH43762
    N/A 501(C)(3) GENERAL 250
    NATIONAL LGBTQ TASK FORCE
    80 MAIDEN LANE SUITE 1504
    NEW YORK,NY10038
    N/A 501(C)(3) GENERAL 1,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN STREET
    LANDER,WY82520
    N/A 501(C)(3) GENERAL 250
    NATURE CONSERVANCY
    200 POTTERSVILLE ROAD
    CHESTER,NJ07930
    N/A 501(C)(3) GENERAL 2,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 5,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 500
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 33,000
    NEW JERSEY CONSERVATION FOUNDATION
    170 LONGVIEW ROAD
    FAR HILLS,NJ07931
    N/A 501(C)(3) GENERAL 2,250
    NEW VERNON VOLUNTEER FIRE DEPARTMENT
    PO BOX 143
    NEW VERNON,NJ07976
    N/A 501(C)(3) GENERAL 2,000
    OLIVER SCHOLARS PROGRAM
    80 MAIDEN LANE SUITE 706
    NEW YORK,NY10038
    N/A 501(C)(3) GENERAL 2,500
    OPEN SPACE INSTITUTE
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018
    N/A 501(C)(3) GENERAL 1,000
    OREGON COAST AQUARIUM INC
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365
    N/A 501(C)(3) GENERAL 250
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219
    N/A 501(C)(3) GENERAL 2,500
    PARENTING NOW
    86 CENTENNIAL LOOP
    EUGENE,OR97401
    N/A 501(C)(3) GENERAL 250
    PILOBOLUS INC
    PO BOX 388
    WASHINGTON DEPOT,CT06794
    N/A 501(C)(3) GENERAL 1,000
    PINELANDS PRESERVATION ALLIANCE
    17 PEMBERTON ROAD
    SOUTHAMPTON,NJ08088
    N/A 501(C)(3) GENERAL 500
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    434 W 33RD STREET
    NEW YORK,NY10001
    N/A 501(C)(3) GENERAL 850
    PLANNED PARENTHOOD OF CENTRAL & GREATER NEW JERSEY INC
    196 SPEEDWELL AVENUE
    MORRISTOWN,NJ07960
    N/A 501(C)(3) GENERAL 1,000
    PREP FOR PREP
    328 W 71ST STREET
    NEW YORK,NY10023
    N/A 501(C)(3) GENERAL 1,000
    RARITAN HEADWATERS ASSOCIATION
    PO BOX 273
    GLADSTONE,NJ07934
    N/A 501(C)(3) GENERAL 1,000
    READING TO KIDS
    1600 SAWTELLE BOULEVARD SUITE 210
    LOS ANGELES,CA90025
    N/A 501(C)(3) GENERAL 200
    REGIONAL FOOD BANK
    965 ALBANY SHAKER ROAD
    LATHAM,NY12110
    N/A 501(C)(3) GENERAL 1,000
    RELIEF NURSERY
    1720 W 25TH AVENUE
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 500
    ROCKY MOUNTAIN YOUTH CORPS
    PO BOX 1960
    RANCHO DE TAOS,NM87557
    N/A 501(C)(3) GENERAL 750
    ROOM TO READ
    111 SUTTER STREET 16TH FLOOR
    SAN FRANCISCO,CA94104
    N/A 501(C)(3) GENERAL 500
    RUBY HABITAT FOUNDATION
    PO BOX 638
    SHERIDAN,MT59749
    N/A 501(C)(3) GENERAL 500
    SHEDD-PORTER MEMORIAL LIBRARY
    3 MAIN STREET
    ALSTEAD,NH03602
    N/A 501(C)(3) GENERAL 12,500
    SHEDD-PORTER MEMORIAL LIBRARY
    3 MAIN STREET
    ALSTEAD,NH03602
    N/A 501(C)(3) GENERAL 5,000
    SIUSLAW WATERSHED COUNCIL
    PO BOX 422
    MAPLETON,OR97453
    N/A 501(C)(3) GENERAL 1,000
    SOMERSET HILLS YMCA
    140 MOUNT AIRY ROAD
    BASKING RIDGE,NJ07921
    N/A 501(C)(3) GENERAL 1,000
    SPECIAL OPERATIONS WARRIOR FOUNDATION
    1137 MARBELLA PLAZA DRIVE
    TAMPA,FL33619
    N/A 501(C)(3) GENERAL 875
    SPORTS FOR LIFE FOUNDATION INC
    99 BOW STREET SUITE 100W
    PORTSMOUTH,NH03801
    N/A 501(C)(3) GENERAL 1,000
    ST JUDE CHILDREN'S RESEARCH
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    N/A 501(C)(3) GENERAL 1,000
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617
    N/A 501(C)(3) GENERAL 1,200
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617
    N/A 501(C)(3) GENERAL 35,000
    ST VINCENT DE PAUL SOCIETY OF LANE COUNTY INC
    PO BOX 24608
    EUGENE,OR97402
    N/A 501(C)(3) GENERAL 1,000
    STONY BROOK SCHOOL
    1 CHAPMAN PARKWAY
    STONY BROOK,NY11790
    N/A 501(C)(3) GENERAL 300
    TALL PINES CONSERVANCY
    PO BOX 65
    NASHOTAH,WI53058
    N/A 501(C)(3) GENERAL 1,500
    TAMARACK WELLNESS CENTER
    3575 DONALD STREET SUITE 300
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 250
    TAOS YOUTH SOCCER LEAGUE
    PO BOX 2692
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 950
    THE DEBUTANTE COTILLION AND
    59 E 54TH STREET SUITE 64
    NEW YORK,NY10022
    N/A 501(C)(3) GENERAL 300
    THE FIELD MUSEUM
    1400 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    N/A 501(C)(3) GENERAL 5,000
    THE HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    N/A 501(C)(3) GENERAL 500
    THE HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    N/A 501(C)(3) GENERAL 7,500
    THE HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039
    N/A 501(C)(3) GENERAL 300
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    PO BOX 1497
    EUGENE,OR97440
    N/A 501(C)(3) GENERAL 52,500
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    PO BOX 1497
    EUGENE,OR97440
    N/A 501(C)(3) GENERAL 2,500
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    PO BOX 1497
    EUGENE,OR97440
    N/A 501(C)(3) GENERAL 500
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    PO BOX 1497
    EUGENE,OR97440
    N/A 501(C)(3) GENERAL 1,000
    TROUT UNLIMITED
    1300 N 17TH STREET SUITE 500
    ARLINGTON,VA22209
    N/A 501(C)(3) GENERAL 1,000
    TROUT UNLIMITED
    735 VIA MANZANA
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 300
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104
    N/A 501(C)(3) GENERAL 15,000
    UNIVERSITY OF RICHMOND
    109 MARYLAND HALL 28 WESTHAMPTON
    WAY
    UNIVERSITY OF RICHMOND,VA23173
    N/A 501(C)(3) GENERAL 2,500
    UO FOUNDATION - JORDAN SCHNITZER MUSEUM OF ART
    1720 E 13TH SUITE 410
    EUGENE,OR97403
    N/A 501(C)(3) GENERAL 5,250
    USA HOCKEY FOUNDATION
    1775 BOB JOHNSON DRIVE
    COLORADO SPRINGS,CO80906
    N/A 501(C)(3) GENERAL 1,000
    VISITING NURSE ASSOCIATION OF SOMERSET HILLS
    200 MOUNT AIRY ROAD
    BASKING RIDGE,NJ07869
    N/A 501(C)(3) GENERAL 500
    WILLAMETTE FARM AND FOOD COALITION
    PO BOX 41672
    EUGENE,OR97404
    N/A 501(C)(3) GENERAL 1,000
    WILMINGTON FRIENDS SCHOOL
    101 SCHOOL ROAD
    WILMINGTON,DE19803
    N/A 501(C)(3) GENERAL 2,500
    WOMENSPACE
    PO BOX 50127
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 250
    WOMENSPACE
    PO BOX 50127
    EUGENE,OR97405
    N/A 501(C)(3) GENERAL 500
    WORKING ON WELLNESS
    800 UPPER RANCHITOS
    TAOS,NM87571
    N/A 501(C)(3) GENERAL 1,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    N/A 501(C)(3) GENERAL 875
    Total .................................bullet 3a 525,000
    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 4,621  
    4 Dividends and interest from securities....     14 232,077  
    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 -354,900  
    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 -118,202 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-118,202
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    REED FAMILY FOUNDATION
     
    Employer identification number

    26-1247721
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    REED FAMILY FOUNDATION
     
    Employer identification number
    26-1247721
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JOHN SHEDD REED CHARITABLE ANNUITY TRUST
     

       
    710 NORTH STREET
     
    LAKE GENEVA, WI53147

    $ 1,490,000


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

    26-1247721
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    REED FAMILY FOUNDATION
     
    Employer identification number

    26-1247721
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BELL & ANDERSON LLC 45,500 45,500   0

    TY 2015 GeneralExplanationAttachment
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Identifier Return Reference Explanation
      FORM 990-PF, PAGE 5, PART VII-A, LINE 12 IN 2015, THE FOUNDATION MADE A QUALIFYING DISTRIBUTION OF $30,000 TO ADONOR ADVISED FUND AT THE FIDELITY CHARITABLE GIFT FUND OVER WHICH THEFOUNDATION HAS ADVISORY PRIVILEGES. DISBURSEMENTS WILL BE MADE FROM THE FUND TO PUBLIC CHARITIES EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 170(C)(2)(B).

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 7,535,625 9,758,673
    FOREIGN FUNDS 649,784 585,981

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    US Government Securities - End of Year Book Value:

    1,653,140
    US Government Securities - End of Year Fair Market Value:

    1,650,360
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 LegalFeesSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BELL & ANDERSON LLC 1,000 1,000   0


    TY 2015 OtherExpensesSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU FUND - ANNUAL FILING FEE 15 15   0
    SECRETARY OF STATE - ANNUAL REPORT FEE 15 15   0
    ADR FEES 88 88   0


    TY 2015 OtherIncreasesSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Description Amount
    ROUNDING ADJUSTMENT 4
    KINDER MORGAN BASIS ADJUSTMENT 75


    TY 2015 SubstantialContributorsSch
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Name Address
    JOHN SHEDD REED CHARITABLE ANNUITY TRUST
     
    710 NORTH STREET
    LAKE GENEVA,WI53147


    TY 2015 TaxesSchedule
    Name:
    REED FAMILY FOUNDATION
    EIN:
    26-1247721
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,806 5,806   0
    UNITED STATES TREASURY - 2015 ESTIMATED TAX 1,560 0   0
    2014 EXCISE TAX 642 0   0