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
William and Sonia Pindler Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-5684212
B Telephone number (see instructions)

(800) 839-1754
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$954,795
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) 263,335
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities... 21,025 21,025  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,457
b Gross sales price for all assets on line 6a 1,554,009
7 Capital gain net income (from Part IV, line 2)... 73,502
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........ 350,827 94,537  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 22,783 22,783    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,746 258    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 335     335
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,511 11   6,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,375 23,052   6,835
25 Contributions, gifts, grants paid....... 38,400 38,400
26 Total expenses and disbursements. Add lines 24 and 25 69,775 23,052   45,235
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 281,052
b Net investment income (if negative, enter -0-) 71,485
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......... 114,958 55,369 55,369
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)....... 626,131 Click to see attachment966,772 899,426
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) 741,089 1,022,141 954,795
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 741,089 1,022,141
30 Total net assets or fund balances (see instructions)..... 741,089 1,022,141
31 Total liabilities and net assets/fund balances (see instructions). 741,089 1,022,141
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
741,089
2
Enter amount from Part I, line 27a .....................
2
281,052
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,022,141
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,022,141
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 Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,554,009   1,480,507 73,502
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       73,502
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 73,502
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 70,947 755,212 0.093943
2013 7,925 602,602 0.013151
2012 30,165 477,684 0.063148
2011 24,499 422,023 0.058051
2010 22,370 336,420 0.066494
2
Total of line 1, column (d) .....................
20.294787
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
0.058957
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
919,707
5
Multiply line 4 by line 3......................
5
54,223
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
715
7
Add lines 5 and 6........................
7
54,938
8
Enter qualifying distributions from Part XII, line 4.............
8
45,235
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 1,430
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  
3 Add lines 1 and 2........................... 3 1,430
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,430
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,671
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 181
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,852
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 422
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet422 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletCA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Wendy Abajian Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Suzanne Caron Dir / Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Mark Pindler Treas/Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sonia Pindler Chairlady / Pres / Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Steve Zweig Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    898,481
    b
    Average of monthly cash balances.......................
    1b
    35,232
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    933,713
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    933,713
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,006
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    919,707
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,985
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    45,985
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,430
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,430
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,555
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    44,555
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    44,555
    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
    45,235
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    45,235
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    45,235
    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 44,555
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 17,022
    fTotal of lines 3a through e........ 17,022
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 45,235
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 44,555
    e Remaining amount distributed out of corpus 680
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 17,702
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    17,702
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 17,022
    e Excess from 2015.... 680
    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).)
    Sonia Pindler
    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
    A M G INTERNATIONAL
    6815 SHALLOWFORD RD
    CHATTANOOGA,TN37421
    N/A PC General & Unrestricted 400
    AMERICAN BIBLE SOCIETY
    101 N INDEPENDENCEMALL E
    PHILADELPHIA,PA19106
    N/A PC General & Unrestricted 500
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVE
    DALLAS,TX75231
    N/A PC General & Unrestricted 500
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    1759 R ST NW
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 750
    ANTI-DEFAMATION LEAGUE
    605 3RD AVE
    NEW YORK,NY10158
    N/A PC General & Unrestricted 1,250
    ARARAT HOME OF LOS ANGELES INC
    15105 MISSION HILLS RD
    MISSION HILLS,CA91345
    N/A PC General & Unrestricted 1,250
    ARMENIAN GENERAL BENEVOLENT UNION
    55 E 59TH ST
    NEW YORK,NY10022
    N/A PC General & Unrestricted 1,750
    ARMENIAN MISSIONARY ASSOC OF AMER INC
    31 W CENTURY RD
    PARAMUS,NJ07652
    N/A PC General & Unrestricted 1,500
    BEL-AIR PRESBYTERIAN CHURCH
    16221 MULHOLLAND DR
    LOS ANGELES,CA90049
    N/A PC General & Unrestricted 3,000
    BIRTHRIGHT ARMENIA INC
    4000 RTE 66
    TINTON FALLS,NJ07753
    N/A PC General & Unrestricted 750
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309
    N/A PC LA County Alliance 500
    CAL FARLEYS BOYS RANCH
    600 SW 11TH AVE
    AMARILLO,TX79101
    N/A PC General & Unrestricted 500
    CANINE COMPANIONS FOR INDEPENDENCE - SOUTHWEST REG
    PO BOX 4568
    OCEANSIDE,CA92052
    N/A PC General & Unrestricted 500
    CATHOLIC CHARITIES OF LOS ANGELES
    1650 ROCKWOOD ST
    LOS ANGELES,CA90026
    N/A PC Good Shepherd Center for Homeless Women & Children 400
    CHILDFUND INTERNATIONAL INC
    2821 EMERYWOOD PKWY
    RICHMOND,VA23294
    N/A PC General & Unrestricted 200
    CHILDRENS HOSPITAL OF LOS ANGELES
    4650 W SUNSET BLVD
    LOS ANGELES,CA90027
    N/A PC General & Unrestricted 1,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010
    N/A PC General & Unrestricted 750
    CJF MINISTRIES
    611 BROADWAY ST
    SAN ANTONIO,TX78215
    N/A PC General & Unrestricted 1,000
    COMPANIONS FOR HEROES
    9210 CORPORATE BLVD STE 370
    ROCKVILLE,MD20850
    N/A PC General & Unrestricted 750
    DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    N/A PC General & Unrestricted 750
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001
    N/A PC General & Unrestricted 750
    EASTER SEALS SOUTHERN CALIFORNIA INC
    1570 E 17TH ST
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 500
    FAR EAST BROADCASTING COMPANY INC
    15700 IMPERIAL HWY
    LA MIRADA,CA90638
    N/A PC General & Unrestricted 500
    FEEDING AMERICA
    35 E WACKER DR STE 2000
    CHICAGO,IL60601
    N/A PC General & Unrestricted 300
    FRIENDS OF ISRAEL GOSPEL MINISTRY INC
    PO BOX 908
    BELLMAWR,NJ08099
    N/A PC General & Unrestricted 400
    GRACE TO YOU
    28001 HARRISON PKWY
    VALENCIA,CA91355
    N/A PC General & Unrestricted 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    270 PEACHTREE ST NW STE 1300
    ATLANTA,GA30303
    N/A PC General & Unrestricted 500
    HOLLYWOOD POLICE ACTIVITY LEAGUE
    1358 N WILCOX AVE
    LOS ANGELES,CA90028
    N/A PC General & Unrestricted 100
    HOPE FOR TODAY MINISTRIES
    PO BOX 3927
    TUSTIN,CA92781
    N/A PC General & Unrestricted 750
    IN TOUCH MINISTRIES INC
    3836 DEKALB TECHNOLOGY PKWY
    ATLANTA,GA30340
    N/A PC General & Unrestricted 1,000
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
    PO BOX 96105
    WASHINGTON,IL20090
    N/A PC General & Unrestricted 350
    JEWS FOR JESUS
    60 HAIGHT ST
    SAN FRANCISCO,CA94102
    N/A PC General & Unrestricted 500
    KOCE-TV FOUNDATION - PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 500
    LOS ANGELES MISSION INC
    PO BOX 60127
    LOS ANGELES,CA90060
    N/A PC General & Unrestricted 1,250
    MAKE-A-WISH FOUNDATION OF AMERICA
    4742 N 24TH ST STE 400
    PHOENIX,AZ85016
    N/A PC General & Unrestricted 200
    MARCH OF DIMES FOUNDATION
    1275 MAMARONECK AVE
    WHITE PLAINS,NY10605
    N/A PC General & Unrestricted 500
    MIDNIGHT MISSION
    601 S SAN PEDRO ST
    LOS ANGELES,CA90014
    N/A PC General & Unrestricted 1,000
    MIRMAN SCHOOL FOR GIFTED CHILDREN
    16180 MULHOLLAND DR
    LOS ANGELES,CA90049
    N/A PC General & Unrestricted 1,250
    MUSEUM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036
    N/A PC General & Unrestricted 500
    NATIONAL FOUNDATION FOR CANCER RESEARCH INC
    4600 E W HWY STE 525
    BETHESDA,MD20814
    N/A PC General & Unrestricted 500
    OPTIMIST INTERNATIONAL FOUNDATION
    4494 LINDELL BLVD
    SAINT LOUIS,MO63108
    N/A PC General & Unrestricted 500
    OUR DAILY BREAD MINISTRIES FOUNDATION
    3000 KRAFT AVE SE
    GRAND RAPIDS,MI49512
    N/A PC General & Unrestricted 1,250
    PACIFIC LODGE YOUTH SERVICES
    4900 SERRANIA AVE
    WOODLAND HLS,CA91364
    N/A PC General & Unrestricted 500
    PARALYZED VETERANS OF AMERICA
    2235 ENTERPRISE DR STE 3501
    WESTCHESTER,IL60154
    N/A PC General & Unrestricted 1,000
    SAHAG-MESROB ARMENIAN CHRISTIAN SCHOOL
    2501 MAIDEN LN
    ALTADENA,CA91001
    N/A PC General & Unrestricted 750
    SMILE TRAIN INC
    41 MADISON AVE 28TH FL
    NEW YORK,NY10010
    N/A PC General & Unrestricted 750
    SPCA INTERNATIONAL INC
    PO BOX 8682
    NEW YORK,NY10116
    N/A PC General & Unrestricted 300
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDES PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 500
    ST JOSEPH'S INDIAN SCHOOL
    1301 N MAIN ST BOX 89
    CHAMBERLAIN,SD57325
    N/A PC General & Unrestricted 500
    THE SALVATION ARMY
    440 W NYACK RD
    WEST NYACK,NY10994
    N/A PC General & Unrestricted 500
    TURNING POINT FOR GOD
    PO BOX 3838
    SAN DIEGO,CA92163
    N/A PC General & Unrestricted 400
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013
    N/A PC General & Unrestricted 750
    WORLD SERVE MINISTRIES
    3000 OLD ALABAMA RD
    ALPHARETTA,GA30022
    N/A PC General & Unrestricted 500
    WWP INC
    PO BOX 758517
    TOPEKA,KS66675
    N/A PC General & Unrestricted 350
    Total .................................bullet 3a 38,400
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 10  
    4 Dividends and interest from securities....     14 21,025  
    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 66,457  
    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)..   87,492  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1387,492
    (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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    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
    William and Sonia Pindler Family Foundation
     
    Employer identification number
    20-5684212
    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
     
     

    Pindler Sonia  
    10607 Holman Avenue
     
    Los Angeles, CA90024

    $ 263,335


    (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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    WESTERN ASSET SHORT DURATION HIGH INC I SHIYX, 164.53900000 sh. $ 846 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    OPPENHEIMER DEVELOPING MARKETS FD CL Y ODVYX, 20.98600000 sh. $ 629 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JP MORGAN STRATEGIC INCOME OPP FD SLCT JSOSX, 81.20200000 sh. $ 901 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    AQR DIVERSIFIED ARBITRAGE FUND CLASS N ADANX, 104.57800000 sh. $ 959 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MFS MID CAP VALUE I MCVIX, 48.19800000 sh. $ 922 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    FRANKLIN CUSTODIAN FDS INC ADVISOR CL FRIAX, 292.63800000 sh. $ 612 2015-12-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    WFC ADVANTAGE EMERGING MKTS EQTY INC FD EQIDX, 64.39300000 sh. $ 619 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NEUBERGER BERMAN LONG SHORT A NLSAX, 82.57200000 sh. $ 1,019 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    LORD ABBETT INVSTMENT TR SHORT DUR INC LDLFX, 70.82100000 sh. $ 305 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    COLUMBIA EMERGING MARKETS BOND Z CMBZX, 120.00000000 sh. $ 1,229 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PACIFIC FUNDS SHORT DURATION INCOME ADV PLDSX, 30.38000000 sh. $ 309 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    BABSON CAP FDS TR GLBL FLTG RT Y BXFYX, 100.31200000 sh. $ 907 2015-12-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    LORD ABBETT ALPHA STRATEGY FD - CL F ALFFX, 36.32700000 sh. $ 929 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    TRANSAMERICA AEGON HI YLD-I TDHIX, 102.12400000 sh. $ 867 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NATIONWIDE MUT FDS NEW GNV MIDCAP INSTL NWHYX, 37.22300000 sh. $ 930 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    FAMCO MLP & ENERGY INCOME FUND CL I INFIX, 72.17000000 sh. $ 563 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NATIXIS ASG GLOBAL ALTERNAT Y GAFYX, 95.08500000 sh. $ 1,014 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRINCIPAL SMALL-MID CAP DIVIDEND INC P PMDPX, 73.51200000 sh. $ 951 2015-12-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JPMORGAN INCOME BUILDER-SEL JNBSX, 63.04600000 sh. $ 614 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MAINSTAY UNCONSTRAINED BOND FD CLASS I MSDIX, 107.76500000 sh. $ 911 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    EATON VANCE STRATEGIC INC FUND CLASS I ESIIX, 42.14500000 sh. $ 306 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    AMERICAN CENTRY SH DUR INFL PROT BD INV APOIX, 93.57000000 sh. $ 929 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    DEUTSCHE GLOBAL INFRASTRUCTURE FUND S TOLSX, 69.48500000 sh. $ 876 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    TEMPLETON GLOBAL BD TGBAX, 109.13200000 sh. $ 1,255 2015-12-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    BLACKROCK GLOBAL ALLOC I MALOX, 34.47400000 sh. $ 619 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JPMORGAN CORE PLUS BOND FUND HLIPX, 151.22600000 sh. $ 1,216 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MFS BOND I MBDIX, 92.29200000 sh. $ 1,237 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MIRAE ASSET DISCOV FDS ASIA GRT CNM I MGCIX, 54.22000000 sh. $ 652 2015-12-30
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    AMAZON COM AMZN, 1.00000000 sh. $ 687 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    LYONDELLBASELL INDUSTRIES NV LYB, 9.00000000 sh. $ 795 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MCKESSON CORP MCK, 3.00000000 sh. $ 603 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    VISA INC V, 11.00000000 sh. $ 871 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JP MORGAN CHASE JPM, 12.00000000 sh. $ 804 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ESTEE LAUDER COMPANIES INC EL, 9.00000000 sh. $ 804 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MICROCHIP TECHNOLOGY INC MCHP, 17.00000000 sh. $ 815 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    UNION PACIFIC UNP, 8.00000000 sh. $ 629 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 9.00000000 sh. $ 752 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    O'REILLY AUTOMOTIVE INC ORLY, 3.00000000 sh. $ 775 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MARATHON PETROLEUM CORP MPC, 15.00000000 sh. $ 782 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    KANSAS CITY SOUTHERN KSU, 7.00000000 sh. $ 519 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NXP SEMICONDUCTORS NXPI, 8.00000000 sh. $ 684 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    INTERCONTINENTAL EXCHANGE, INC ICE, 3.00000000 sh. $ 772 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ISHARES COHEN & STEERS RELTY MAJR IN FD ICF, 8.00000000 sh. $ 800 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ALLSTATE CORP ALL, 12.00000000 sh. $ 758 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MICROSOFT CORP MSFT, 18.00000000 sh. $ 1,016 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ALERIAN MLP ETF AMLP, 57.00000000 sh. $ 669 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    POWERSHARES ETF TRUST II KBW YIELD REIT KBWY, 26.00000000 sh. $ 798 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    HALLIBURTON COMPANY HAL, 21.00000000 sh. $ 728 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    POWERSHARES BUILD AMERICA PO BAB, 64.00000000 sh. $ 1,852 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    APPLE INC AAPL, 6.00000000 sh. $ 649 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ANADARKO PETROLEUM CORP APC, 10.00000000 sh. $ 501 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    SYSCO CORP SYY, 18.00000000 sh. $ 750 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ALASKA AIR GROUP INC ALK, 10.00000000 sh. $ 828 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ACCENTURE PLC ACN, 8.00000000 sh. $ 840 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MEDTRONIC PLC MDT, 10.00000000 sh. $ 776 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    CVS CAREMARK CORP CVS, 7.00000000 sh. $ 693 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    STARWOOD HOTELS & RESORTS HOT, 10.00000000 sh. $ 707 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    COGNIZANT TECH SOLUTIONS CORP CLASS CTSH, 11.00000000 sh. $ 671 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    KRAFT HEINZ CO KHC, 11.00000000 sh. $ 815 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ALPHABET INC CL A GOOGL, 1.00000000 sh. $ 792 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    BRISTOL-MYERS SQUIBB CO BMY, 12.00000000 sh. $ 837 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    BOEING CO BA, 5.00000000 sh. $ 731 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    VERIZON COMMUNICATIONS VZ, 16.00000000 sh. $ 753 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    CHEVRON CORP CVX, 9.00000000 sh. $ 826 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    EXPRESS SCRIPTS HOLDING CO ESRX, 9.00000000 sh. $ 795 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ISHARES BARCLAYS TIPS BOND FUND TIP, 8.00000000 sh. $ 877 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    CARDINAL HEALTH INC CAH, 9.00000000 sh. $ 818 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    REPUBLIC SVCS INC RSG, 17.00000000 sh. $ 768 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ISHARES BARCLAYS US AGGREGATE BOND FUND AGG, 12.00000000 sh. $ 1,294 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    GEN DYNAMICS CP GD, 5.00000000 sh. $ 703 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PFIZER INC PFE, 22.00000000 sh. $ 720 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    HOME DEPOT INC HD, 6.00000000 sh. $ 803 2015-12-29
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ACE LTD ACE, 7.00000000 sh. $ 831 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    CME GROUP, INC CME, 8.00000000 sh. $ 741 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    SYNCHRONY FINANCIAL SYF, 22.00000000 sh. $ 672 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ALLERGAN PLC AGN, 2.00000000 sh. $ 625 2015-12-29
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ASTON RIVER RD DIV ALL CAP-I ARIDX, 185.23400000 sh. $ 2,402 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    EPOCH GLOBL EQTY SHRHOLDER YLD FD CL P EPSPX, 143.88000000 sh. $ 2,748 2015-01-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    FEDRATED INSTI HIGH YLD BD FD INSTI SHS FIHBX, 164.59100000 sh. $ 1,620 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    GLDMN SCHS EMERG MRKT DEBT FD INSTI CL GSDIX, 156.78100000 sh. $ 1,921 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRUDENTIAL JENNISON EQITY IN JDEZX, 164.78600000 sh. $ 2,795 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JPMORGAN HIGH YIELD BOND FUND SELECT OHYFX, 209.79100000 sh. $ 1,588 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JP MORGAN CORE BOND FUND CLASS A PGBOX, 139.95900000 sh. $ 1,654 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRUDENTIAL HIGH YIELD FUND, INC CLASS Z PHYZX, 293.33200000 sh. $ 1,619 2015-01-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRINCIPAL SMALL-MID CAP DIVIDEND INC P PMDPX, 187.40100000 sh. $ 2,573 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRINCIPAL FDS, INC. PREFERRED SEC CL P PPSPX, 252.64500000 sh. $ 2,590 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    DWS RREF GLOBAL REALESTATE SEC CL A RRGAX, 178.98700000 sh. $ 1,627 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    FEDERATED STRAT VAL FD IS SVAIX, 313.84200000 sh. $ 1,823 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    WESTERN ASSET TOTAL RETURN CLASS 1 WAARX, 155.72700000 sh. $ 1,621 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    DODGE & COX INCOME FUND DODIX, 165.76000000 sh. $ 2,289 2015-01-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    GENEVA ADVISORS EQUITY INCOME I (GNEIX) GNEIX, 69.09900000 sh. $ 2,230 2015-01-05
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    AQR DIVERSIFIED ARBITRAGE FUND CLASS N ADANX, 72.00000000 sh. $ 729 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    AMERICAN CENTRY SH DUR INFL PROT BD INV APOIX, 64.00000000 sh. $ 641 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    Columbia Limited Duration Credit Z CLDZX, 53.00000000 sh. $ 519 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    COLUMBIA EMERGING MARKETS BOND Z CMBZX, 68.00000000 sh. $ 726 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NATIXIS ASG GLOBAL ALTERNAT Y GAFYX, 71.00000000 sh. $ 800 2015-01-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JPMORGAN CORE PLUS BOND FUND HLIPX, 126.00000000 sh. $ 1,048 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JPMORGAN INCOME BUILDER-SEL JNBSX, 74.00000000 sh. $ 754 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    JP MORGAN STRATEGIC INCOME OPP FD JSOSX, 88.00000000 sh. $ 1,032 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    LORD ABBETT INVESTMENT TR SHORT DUR INC LDLFX, 116.00000000 sh. $ 516 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    BLACKROCK GLOBAL ALLOC I MALOX, 38.00000000 sh. $ 755 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MFS MID CAP VALUE I MCVIX, 52.00000000 sh. $ 1,058 2015-01-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NEUBERGER & BERMAN GENESIS FD NBGNX, 29.00000000 sh. $ 1,050 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    NEUBERGER BERMAN LONG SHORT A NLSAX, 41.00000000 sh. $ 528 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    OPPENHEIMER DEVELOPING MARKETS FD CL Y ODVYX, 32.00000000 sh. $ 1,116 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    PRINCIPAL SMALL-MID CAP DIVIDEND INC P PMDPX, 74.00000000 sh. $ 1,032 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    ROYCE PREMIER FUND RYPRX, 50.00000000 sh. $ 983 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    WESTERN ASSET SHORT DURATION HIGH INC I SHIYX, 121.00000000 sh. $ 725 2015-01-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    TRANSAMERICA AEGON HI YLD-I TDHIX, 80.00000000 sh. $ 753 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    TEMPLETON GLOBAL BD TGBAX, 117.00000000 sh. $ 1,446 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    DEUTSCHE GLOBAL INFRASTRUCTURE FUND S TOLSX, 52.00000000 sh. $ 778 2015-01-02
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    TRANSAMERICA SHORT TERM BOND I TSTIX, 51.00000000 sh. $ 515 2015-01-02
    (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
    William and Sonia Pindler Family Foundation
     
    Employer identification number

    20-5684212
    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


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    TY 2015 DepreciationSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 840 836
    ACE LTD 831 818
    ACTELION LIMITED 797 868
    ACTIVISION BLIZZARD INC 826 1,277
    ACTUANT CORP CL A 1,798 1,797
    ADT LTD 886 726
    AERCAP HOLDING N.V 584 604
    AES CORP 401 287
    AIR METHODS CORPORATION 415 377
    AKZO NOBEL NV-ADR 1,001 844
    ALASKA AIR GROUP INC 828 805
    ALERIAN MLP ETF 669 687
    ALIBABA GROUP HOLDING LIMITED 998 1,057
    ALIGN TECHNOLOGY, INC 914 1,054
    ALKERMES 661 794
    ALLEGHANY CP 475 478
    ALLERGAN PLC 6,010 5,938
    ALLIANCE DATA SYSTEM CORP 611 553
    ALLIANCE GLOBAL 816 500
    ALLIANT CORP 683 687
    ALLSTATE CORP 1,113 1,056
    ALLY FINANCIAL INC 526 447
    ALPHABET INC CL A 792 778
    AMAZON COM 687 676
    AMBEV SA 567 406
    AMC NETWORKS INC 832 821
    AMDOCS LIMITED 1,057 1,037
    AMEREN CORPORATION 460 476
    AMERICAN ASSETS TRUST INC 329 307
    AMERICAN CAMPUS COMMUNITIES 1,280 1,282
    AMERICAN ELECTRIC POWER INC 953 991
    AMERICAN HOMES 4 RENT 342 333
    ANADARKO PETROLEUM CORP 4,619 3,012
    ANHEUSER BUSCH COS INC 1,730 1,750
    ANSYS INC 780 833
    AON PLC 2,844 2,674
    APPLE INC 649 632
    APTAR GROUP INC 627 727
    AQR DIVERSIFIED ARBITRAGE FUND 5,957 5,492
    AQR MANAGED FUTURES FUND CL N 6,359 5,606
    ARKEMA S/ADR 633 556
    ARROW ELECTRONICS INC 689 596
    ARTISAN PARTNERS ASSET MANAGEM 587 469
    ASHTEAD GROUP PLC 919 872
    ASML HOLDING NV NY REG SHS 1,173 1,065
    ASPEN TECHNOLOGY, INC 573 529
    ASSA ABLOY UNSP/ADR 1,183 1,190
    ASSOCIATED BRITISH FOODS PLC 533 643
    AT HOME CORP 184 175
    AUTODESK, INC 2,840 2,803
    AVAGO TECHNOLOGIES LIMITED 494 581
    AVERY DENNISON CORP 434 501
    AVNET INC 632 600
    BAIDU.COM - ADR 1,069 945
    BAIRD AGGREGATE BOND FUND CLAS 38,908 37,808
    BANCO BILBAO ARG SA 733 535
    BANK OF NOVA SCOTIA 487 364
    BANKUNITED, INC 543 541
    BARCLAYS PLC ADR 964 816
    BAYER A G SPONSORED ADR 2,228 1,873
    BB SEGURIDADE 1,084 600
    BB&T CP 1,045 1,021
    BECTON DICKINSON & CO 437 462
    BERKLEY W R CP 399 438
    BEST BUY INC 306 274
    BEZEQ THE ISRAELI TE 809 924
    BG GROUP PLC ADS 626 508
    BHP BILLITON LIMITED 951 567
    BIOGEN INC 5,894 4,289
    BLACKBAUD INC 703 922
    BNP PARIBAS SPONS ADR 827 763
    BOEING CO 731 723
    BOSTON PPTYS INC 1,078 1,020
    BOSTON SCIENTIFIC 690 701
    BRAMBLES LTD UNSP AD 792 790
    BRISTOL-MYERS SQUIBB CO 837 825
    BRISTOW GROUP 208 155
    BRITISH AMERICAN TOBACCO PLC 1,346 1,325
    BROADCOM CORPORATION 3,310 4,279
    BROADRIDGE FINANCIAL 2,650 2,633
    BROWN & BROWN INC 2,861 2,857
    BRUKER CORPORATION 339 413
    BRUNSWICK CORP 700 657
    BUNZL PLC SPONSORED ADR 1,230 1,228
    BURLINGTON STORES, INC 622 515
    C H ROBINSON WORLDWIDE INC 1,757 1,675
    CABLE ONE INC 393 434
    CALATLANTIC GROUP, INC 1,029 834
    CALRSBERG AS SP ADR REP B 546 552
    CARDINAL HEALTH INC 1,795 1,785
    CARDTRONICS INC 408 370
    CATALENT INC 617 526
    CBS CORP CL B 308 236
    CHARLES SCHWAB CORP 363 395
    CHECK POINT SOFTWARE TECHNOLOG 3,459 3,337
    CHEVRON CORP 826 810
    CIELO SA ADR 294 183
    CIMAREX ENERGY CO 418 358
    CINTAS CRP 1,040 1,093
    CITRIX SYSTEMS INC 1,498 1,740
    CME GROUP, INC 741 725
    COCA COLA ENTERPRISES INC 356 394
    COGNEX CORPORATION 1,079 777
    COGNIZANT TECHNOLOGY SOLUTIONS 671 660
    COLUMBIA ACORN EMERGING MARKET 29,957 23,521
    COMCAST CORP 5,690 5,474
    COMPAGNIE FINANCIERE RICHEMONT 1,411 1,161
    COMPANHIA SANEA ADS 428 345
    COMPASS GROUP PLC ADR 1,486 1,515
    COMPASS MINERALS INTERNATIONAL 712 602
    CONSTELLATION BRANDS INC 587 712
    CONTL AG SPONS ADR 1,413 1,395
    CORPORATE EXEC BOARD CO 592 430
    COSTAR GROUP, INC 998 1,033
    CREDIT SUISSE COMMODITY RET ST 1,808 1,408
    CREDIT SUISSE GROUP ADR 563 499
    CREE, INC 1,059 800
    CROWN HOLDINGS INC 1,075 1,014
    CURTISS WRIGHT CP 380 343
    CVS CAREMARK CORP 693 684
    DAIKIN INDS LTD ADR 467 584
    DAIWA HOUSE IND LTD 1,238 1,554
    DAVITA HEALTHCARE PARTNERS INC 331 279
    DELTA AIR LINES INC 185 203
    DEUTSCHE BOERSE ADR 590 630
    DIAMONDBACK ENERGY INC 742 736
    DISCOVER FINL SVCS COM 989 912
    DISCOVERY COMMUNICATIONS CL A 1,156 1,014
    DNB NOR ASA SPONSOR ADR 544 371
    DODGE & COX INCOME FUND 41,023 39,416
    DOLBY LABORATORIES 649 572
    DORMAN PRODUCTS INC 698 665
    DOUBLELINE TOTAL RETURN BOND 10,592 10,320
    DOUGLAS EMMETT INC 411 437
    DRIL QUIP INC 639 533
    DWS RREF GLOBAL REALESTATE SEC 1,875 1,749
    EAST WEST BANCORP, INC 877 873
    EDISION INTL 846 829
    ENBRIDGE INC 843 597
    ENCANA CORP 667 275
    ENERGEN CRP COM 1,051 656
    EQT CORPORATION 510 313
    EQUIFAX INC 1,902 2,116
    EQUITY RESIDENTIAL PPTYS TR 1,138 1,224
    ERICSSON L M TEL CO 949 711
    ESSEX PRTY TR INC 676 718
    ESTACIO PARTICIP ADR 499 276
    ESTEE LAUDER COMPANIES INC 804 793
    EXPEDIA INC 801 994
    EXPONENT, INC 760 849
    EXPRESS SCRIPTS HOLDING CO 795 787
    FAMCO MLP & ENERGY INCOME FUND 2 2
    FANUC LIMITED UNSPONSORED 1,195 980
    FEDERATED INSTI HIGH YIELD BD 11,639 10,506
    FEDERATED INVESTRS B 2,380 1,977
    FEDERATED SHORT TERM INCOME FU 10,473 10,363
    FIDELITY NATIONAL INFORMATION 845 788
    FIFTH THIRD BANCORP 1,076 1,106
    FIRST ENERGY CORP 413 381
    FIRST REPUBLIC BANK 882 991
    FIVE BELOW INC 756 674
    FLEXTRONICS INTERNATIONAL 406 370
    FLUOR CORP 1,494 1,181
    FREEPORT-MCMORAN COPPER & GOLD 2,069 934
    GARTNER INC 1,005 1,088
    GATEWAY FUND 3,257 3,222
    GEA GROUP AG ADR 683 683
    GEN DYNAMICS CP 703 687
    GIVAUDAN SA UNSP/ADR 1,054 1,015
    GLACIER BANCORP INC 692 716
    GLOBAL PAYMENTS INC 102 129
    GOLDMAN SACHS EMERGING MARKETS 12,242 11,592
    GOLDMAN SACHS STRATEGIC INC IN 3,335 3,195
    GRACO INC 1,277 1,369
    GRAPHIC PACKAGING CORP COM STK 1,414 1,296
    GREAT PLAINS ENERGY 526 546
    GREENHILL & COMPANY INC 556 372
    GRUPO FIN ADR 518 492
    HALLIBURTON COMPANY 728 715
    HARLEY DAVIDSON INC 279 227
    HARMAN INTERNATIONAL INDUSTRIE 1,003 659
    HARRIS CORP DEL 892 956
    HEARTLAND EXPRESS INC 649 477
    HENKEL KGAA PFD SHS ADR 1,315 1,226
    HEWLETT PACKARD ENTERPRISE CO 332 365
    HIBBETT SPORTS, INC 587 363
    HILLENBRAND, INC 2,370 2,193
    HOME DEPOT INC 803 794
    HUBBELL CLASS B 424 404
    HUNTINGTON BANCSHARES INC 932 918
    HUNTINGTON INGALLS INDUSTRIES 1,116 1,015
    IAC/INTERACTIVE CORP 288 240
    IBERIABANK CORPORATION 642 551
    ICON PLC - AMERICAN DEPOSITARY 756 855
    ICU MEDICAL, INC 529 677
    IDEXX CORP 587 583
    IMMUNOGEN, INC 518 706
    INFORMA PLC SPONSORED ADR 710 740
    INGERSOL-RAND PLC 660 553
    INTERCONTINENTAL EXCHANGE, INC 772 769
    INTERNATIONAL PAPER CO 468 339
    IONIS PHARMACEUTICALS INC 2,585 2,415
    ISHARES BARCLAYS TIPS BOND FUN 877 877
    ISHARES BARCLAYS US AGGREGATE 72,279 70,422
    ISHARES COHEN & STEERS REALTY 800 794
    ISHARES MSCI EMERGING MARKETS 29,519 22,114
    ISHARES TRUST MSCI EAFE INDEX 39,389 34,703
    JABIL CIRCUIT INC 587 582
    JAPAN TOB INC 1,023 1,096
    JOHN HANCOCK FDS II GL ABSRTR 5,474 5,043
    JP MORGAN CHASE 804 792
    JPMORGAN HIGH YIELD BOND FUND 11,814 10,454
    JULIUS BAER GROUP LTD 1,022 931
    KANSAS CITY SOUTHERN 519 523
    KAPSTONE PAPER AND PACKAGING C 790 633
    KASIKORNBANK PUB CO LTD ADR CM 582 329
    KBC GROUP SA UNSP ADR 464 467
    KDDI CP UNSP ADR 858 906
    KILROY REALTY CP 369 316
    KIMCO RLTY CORP 783 820
    KIRBY CORPORATION 738 474
    KOC HOLDINGS AS UNSP/ADR 640 528
    KONINKLIJKE AHOLD 1,028 1,078
    KOSMOS ENERGY LTD 161 99
    KRAFT HEINZ CO 815 800
    L'OREAL ADR 767 675
    L-3 COMMUNICATIONS CORP 1,853 1,793
    LABORATORY CORP AMER HLDGS 624 618
    LANDSTAR SYSTEM 1,784 1,642
    LEAR CORP 919 983
    LEGG MASON GLOBAL ASSET MMG TR 11,259 10,265
    LEGG MASON INC 1,743 1,255
    LIBERTY BROADBAND CORPORATION 107 103
    LIBERTY BROADBAND CORPORATION 218 207
    LIBERTY INTERACTIVE CORPORATIO 1,695 1,585
    LIBERTY MEDIA CORPORATION - SE 619 609
    LIBERTY MEDIA CORPORATION COM 310 314
    LIBERTY VENTURES 300 316
    LINCOLN ELECTRIC HOLDING INC 535 415
    LINDE AG SPONSORED ADR 1,429 1,025
    LINEAR TECHNOLOGY CORP 1,565 1,571
    LIONS GATE ENTERTAINMENT CORP 364 324
    LLOYDS TSB GROUP PLC 2,386 2,154
    LOEWS CORP 448 422
    LOOMIS SAYLES ABSOLUTE STRATEG 11,158 10,501
    LPL FINANCIAL HOLDINGS INC 1,672 1,663
    LYONDELLBASELL INDUSTRIES NV 795 782
    MACERICH CO 390 403
    MAKITA CORP 859 928
    MANPOWER GROUP INC 847 843
    MARATHON PETROLEUM CORP 1,398 1,400
    MARKEL CORP 792 883
    MARKETAXESS HOLDINGS, INC 1,162 1,451
    MARKS & SPENCER GRP ADR 280 281
    MARSH AND MCLENNAN COMPANIES I 793 776
    MASCO CORP 845 991
    MATTHEWS INTERNATIONAL CORPORA 1,958 2,085
    MCCORMICK & CO 1,514 1,626
    MCGRAW-HILL 510 493
    MCKESSON CORP 603 592
    MEDICLINIC INTERNATIONAL - ADR 867 630
    MEDIOLANUM ADR 416 481
    MEDNAX, INC 1,022 1,003
    MEDTRONIC PLC 1,948 1,923
    METHANEX CORPORATION 179 165
    METROPOLITAN WEST RETURN BOND 40,388 39,066
    MICROCHIP TECHNOLOGY INC 1,428 1,350
    MICROSEMI CORP 506 456
    MICROSOFT CORP 1,016 999
    MID AMER APT COMMUN 756 908
    MIDDLEBY CORPORATION (THE) 1,149 1,187
    MOBILE MINI, INC 557 405
    MOBILE TELSYS OJSC 436 235
    MOODYS CORP 425 401
    MR PRICE GROUP LTD 547 324
    NAMPAK LIMITED 187 87
    NATIXIS ASG GLOBAL ALTERNAT Y 6,568 6,214
    NATL HEALTH INVESTOR 691 609
    NATL OILWELL VARCO 798 536
    NATURAL GROCERS BY VITAMIN COT 347 265
    NAVIENT CORPORATION 566 321
    NETEASE.COM INC COM STK 377 544
    NEUBERGER BERMAN LONG SHORT A 6,096 5,832
    NEWELL RUBBERMAID INC 1,676 1,851
    NIELSEN HOLDINGS N.V 1,012 1,025
    NORDEA BANK AB SPON ADR 867 768
    NORDSON CP 559 449
    NOVARTIS AG ADR 4,170 3,442
    NOVO NORDISK A S 904 929
    NOW INC 2,668 1,946
    NUANCE COMMUNICATIONS, INC 696 975
    NUCOR CP 843 725
    NXP SEMICONDUCTORS 684 674
    O'REILLY AUTOMOTIVE INC 775 760
    OMNICOM GROUP 681 681
    ON SEMICONDUCTOR 183 147
    PACKAGING CORP AMER 526 441
    PARKER HANNIFIN CP 356 291
    PARSLEY ENERGY INCORPORATED CL 348 406
    PATTERSON COMPANIES INC COM 1,184 1,130
    PENSKE AUTOMOTIVE GROUP, INC 692 550
    PENTAIR INC. COM 677 545
    PERNOD-RECARD SA 754 707
    PFIZER INC 720 710
    PG & E CORP 364 372
    PIER 1 IMPORTS INC 362 143
    POLYONE CORP 279 222
    PORTFOLIO RECOVERY ASSOCIATES, 623 347
    POST HOLDINGS INC 736 1,049
    POWER INTEGRATIONS, INC 585 535
    POWERSHARES BUILD AMERICA PO 1,852 1,855
    POWERSHARES ETF TRUST II KBW Y 798 792
    PRICESMART, INC 807 830
    PROASSURANCE CORP 856 922
    PROTO LABS INC 901 764
    PRUDENTIAL INVT PORTFOLIOS 9 P 10,724 10,354
    PRUDENTIAL PLC SC 2,948 2,705
    PT TELEKOM. IND. TBK ADR 916 932
    PUBLICIS GROUPE S.A 933 753
    QEP RESOURCES INC 1,134 683
    QUAKER CHEMICAL CORP 398 386
    QUESTAR CP 767 623
    RAYTHEON CO 422 498
    RBC BEARINGS INCORPORATED 756 646
    RED ELECTRICA DE ESPANA SA 723 718
    REGENCY CENTERS CORP 991 1,022
    REINSURANCE GROUP AMER INC 647 599
    RELX PLC 1,978 2,050
    REPUBLIC SVCS INC 768 748
    REXAM PLC ADR 740 760
    RICE ENERGY INC 303 153
    RITCHIE BROS AUCTIONEERS 768 675
    ROBECO BOSTON PARTNERS LONG SH 4,979 4,816
    ROBERT HALF INTL INC 1,411 1,131
    ROCHE HOLDING LTD ADR 2,081 1,999
    ROYAL DUTCH SHELL CL A 615 458
    RPM INTERNATIONAL INC 1,557 1,410
    RSP PERMIAN INC 193 195
    RYANAIR HOLDINGS PLC-ADR COM 344 432
    RYOHIN KEIKAKU 416 527
    SABMILLER PLC S/ADR 753 839
    SAMPO OYJ UNSPONSORED ADR 961 987
    SAMSONITE 598 547
    SANDISK CORP 2,520 2,888
    SANLAM LTD SPONSORED ADR (SOUT 834 508
    SANOFI-AVENTIS SPONSORED ADR 1,341 1,109
    SANTEN PHARMACEUTICA 871 1,055
    SAP AKTIENGESELL ADS 1,112 1,187
    SCHNEIDER ELEC UNSP/ADR 954 715
    SEAGATE TECHNOLOGY 5,641 3,556
    SEI INVESTMENTS 613 681
    SENSATA TECHNOLOGIES HOLDINGS 1,222 967
    SEVEN & I HOLDINGS C 783 800
    SGS SA UNSP ADR 875 860
    SHIRE PLC 1,211 1,025
    SIGNATURE BANK 544 613
    SIGNET GROUP PLC SPONS ADR NAS 541 495
    SL GREEN RLTY CORP 1,013 904
    SLM CORP 324 215
    SMC CORPORATION 1,011 953
    SODEXHO ALLIANCE SA SP ADR 1,102 1,082
    SOFTBANK CP UNSP ADR 1,229 982
    SOLERA HOLDINGS INC 655 713
    SONOVA HOLDING AG AD 760 708
    SONY CORP ADR 747 615
    SPDR S&P 500 ETF TRUST 89,966 87,459
    SS&C TECHNOLOGIES INC 692 751
    ST. JUDE MED INC 567 494
    STANLEY BLACK & DECKER INC 802 854
    STARWOOD HOTELS & RESORTS 707 693
    STARZ 608 536
    STATE STREET CORPORATION 387 332
    STEEL DYNAMICS INC 227 232
    STERIS PLC 1,058 1,055
    SUMITOMO MITSUI FINCL GRP 1,122 1,002
    SUMITOMO MITSUI TR HOLDINGS SP 396 328
    SUN COMMUNITIES INC 591 617
    SUNCOR ENERGY INC 552 439
    SUNTRUST BKS INC 821 857
    SUPER MICRO COMPUTER INC 608 441
    SUPERIOR ENERGY SV 537 310
    SVB FINANCIAL GROUP 775 713
    SWEDBANK AB S/ADR 993 946
    SYMETRA FINL CORP COM 248 318
    SYNCHRONY FINANCIAL 672 669
    SYSCO CORP 750 738
    TAIWAN SEMICONDUCTOR MFG CO LT 1,959 1,911
    TD AMERITRADE HOLDING CORP 1,329 1,319
    TE CONNECTIVITY LTD 4,780 4,523
    TEAM HEALTH HOLDINGSINC COM 620 439
    TELENOR ASA 719 498
    TEMPLETON GLOBAL BD 21,649 19,825
    TENNECO INC 538 459
    TEVA PHARMACEUTICAL INDUSTRIES 1,725 1,772
    TEXAS CAPITAL BANCSHARES, INC 507 494
    TEXTRON INC 459 462
    THE MOSAIC CO 278 221
    TIMKEN CO COM 268 200
    TORCHMARK CORP 392 400
    TORO CO 970 1,023
    TOTAL SYSTEMS SERVICES INC 466 598
    TOYOTA MTR CORP 1,556 1,353
    TREEHOUSE FOODS INC 426 392
    TUPPERWARE CORP 556 445
    TURKCELL ILETISIM HIZMETLERI A 866 679
    TWITTER INC 1,509 1,388
    TYCO INTERNATIONAL LTD 2,003 1,499
    TYLER TECHNOLOGIES, INC 1,018 1,395
    UBS AG 1,299 1,259
    ULTIMATE SOFTWARE GROUP, INC. 500 587
    UMPQUA HOLDINGS CORPORATION 449 413
    UNILEVER N V N Y 982 953
    UNILEVER PLC AMER 936 906
    UNION PACIFIC 629 626
    UNITEDHEALTH GROUP INC 6,328 6,235
    UNUM CORP 867 832
    URBAN OUTFITTERS, INC 1,041 592
    VALEO SA SPONS ADR 1,464 1,548
    VALSPAR CORP 838 830
    VERIFONE SYSTEMS INC 611 476
    VERIZON COMMUNICATIONS 753 740
    VERTEX PHARMCTLS INC 2,905 2,768
    VINCI SA ADR 615 642
    VISA INC 871 853
    VIVENDI SA 587 470
    WABCO HOLDINGS INC 393 307
    WABTEC 1,056 782
    WATERS CORP 1,201 1,211
    WATSON WYATT & CO. HOLDINGS 1,037 1,028
    WEATHERFORD INTL 3,350 2,114
    WEBSTER FINL CORP 576 595
    WELLS FARGO ADVTG ABSLT RETURN 5,268 4,792
    WESCO INTL INC 558 349
    WEST PHARMA SVCS INC 795 843
    WESTAR ENERGY INC 342 382
    WESTERN ASSET INFLATION IDX PL 12,134 11,501
    WESTERN DIGITAL CORP 3,224 2,462
    WESTERN REFINING INC 365 285
    WESTERN UNION CO 3,607 2,866
    WILEY JOHN & SONS INC CL A 2,297 1,981
    WILLIAM BLAIR MACRO ALLOCATION 3,581 3,434
    WILLIS GROUP HOLDINGS LTD 3,630 3,643
    WOLSELEY PLC ADR 889 807
    WOLTERS KLUWER S/ADR 744 737
    XL GROUP LTD 376 392
    ZEBRA TECHNOLOGIES CORP 777 557
    ZIMMER BIOMET HOLDINGS 790 718

    TY 2015 OtherExpensesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 6,500     6,500
    Bank Charges 11 11    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 22,783 22,783    


    TY 2015 TaxesSchedule
    Name:
    William and Sonia Pindler Family Foundation
    EIN:
    20-5684212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 1,200      
    990-PF Extension for 2014 288      
    Foreign Tax Paid 258 258