Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE SANFILIPPO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1950 PRATT BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ELK GROVE VILLAGE, IL60007
A Employer identification number

30-0141140
B Telephone number (see instructions)

(847) 378-1267
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$5,412,477J 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) 72,440
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 868 868 868
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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)....... Click to see attachment 298,259 0 298,259
12 Total. Add lines 1 through 11........ 371,567 868 299,127
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 95,346 0 47,673 47,673
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 25 0 25 0
b Accounting fees (attach schedule)....... Click to see attachment 3,515 1,000 2,515 0
c Other professional fees (attach schedule)....        
17 Interest............... 17 0 8 9
18 Taxes (attach schedule) (see instructions)... Click to see attachment 45,030 0 4,304 40,726
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,441 0 8,158
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 279,653 0 15,456 264,197
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 427,027 1,000 78,139 352,605
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 457,027 1,000 78,139 382,605
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,460
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 220,988
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............. 385,412 303,393 303,393
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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 bullet118,456
Less: accumulated depreciation (attach schedule) bullet51,837 70,060 Click to see attachment66,619 66,619
15 Other assets (describe bullet) Click to see attachment5,042,465 Click to see attachment5,042,465 Click to see attachment5,042,465
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,497,937 5,412,477 5,412,477
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 5,497,937 5,412,477
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,497,937 5,412,477
31 Total liabilities and net assets/fund balances (see instructions). 5,497,937 5,412,477
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
5,497,937
2
Enter amount from Part I, line 27a .....................
2
-85,460
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,412,477
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,412,477
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.)
1a
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
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
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  
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 362,241 383,647 0.944204
2013 314,696 297,859 1.056527
2012 271,677 135,055 2.011603
2011 221,417 64,775 3.418248
2010 154,774 21,694 7.134415
2
Total of line 1, column (d) .....................
214.564997
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
2.912999
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
337,586
5
Multiply line 4 by line 3......................
5
983,388
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
983,388
8
Enter qualifying distributions from Part XII, line 4.............
8
382,605
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 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCLARA DEBORTOLI Telephone no.bullet (847) 378-1267

    Located atbullet1950 PRATT BLVDELK GROVE VILLAGEIL ZIP+4bullet60007
    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
    JASPER BARATTA SANFILIPPO PRESIDENT, DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    MARIAN R SANFILIPPO VICE PRESIDENT, DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    JASPER BRIAN SANFILIPPO SECRETARY, DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    JEFFREY T SANFILIPPO TREASURER, DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    JOHN E SANFILIPPO DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    JAMES J SANFILIPPO DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    LISA A SANFILIPPO DIRECTOR
    1.00     		0 0 0
    1950 PRATT BLVD
    ELK GROVE VILLAGE,IL60007
    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
    DANIEL CEISEL EXECUTIVE DIRECTOR
    40.00     		70,544 0 0
    8846 104TH AVENUE
    PLEASANT PRAIRIE,WI53158
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 RESTORATION AND PRESERVATION OF HISTORICAL AUTOMATED/ MECHANICAL MUSIC MACHINES; USE OF FACILITIES AS A FORUM FOR NON-PROFIT ORGANIZATION FUNDRAISING EFFORTS; AND PUBLIC EDUCATION 352,605
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    342,727
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    342,727
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    342,727
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,141
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    337,586
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,879
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    382,605
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    382,605
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    382,605
    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  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    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.....  
    e Remaining amount distributed out of corpus  
    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  
    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 ..........     		 
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
    2004-10-14
    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
    16,879 19,182 14,893 6,753 57,707
    b 85% of line 2a ......... 14,347 16,305 12,659 5,740 49,051
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		382,605 362,241 314,696 271,677 1,331,219
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		382,605 362,241 314,696 271,677 1,331,219
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 5,497,937 5,435,759 5,304,857 5,307,630 21,546,183
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 5,042,465 5,042,465 5,042,465 5,042,465 20,169,860
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		11,253 12,788 9,929 4,502 38,472
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    JASPER BARATTA SANFILIPPO
    MARIAN R SANFILIPPO
    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
    CODY'S FRESH START CHARITY WORKS
    6138 REED WAY
    ARVADA,CO80003     		NONE   GENERAL CONTRIBUTION 1,000
    FESTIVAL OF CHILDREN FOUNDATION
    3315 FAIRVIEW ROAD
    COSTA MESA,CA92626     		NONE   GENERAL CONTRIBUTION 15,500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    4619 N RAVENSWOOD AVE 302
    CHCIAGO,IL60640     		NONE   GENERAL CHARITABLE 2,000
    MICHAEL JOSEPH
    PO BOX 564
    BARRINGTON,IL60010     		NONE   GENERAL CONTRIBUTION 1,000
    ANIMAL HOUSE SHELTER
    13005 ERNESTI ROAD
    HUNTLEY,IL60142     		NONE   GENERAL CONTRIBUTION 5,000
    WINGS
    1355 REMINGTON RD
    SCHAUMBURG,IL60173     		NONE   GENERAL CONTRIBUTION 1,000
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523     		NONE   GENERAL CONTRIBUTION 2,000
    CASA ITALIA
    3800 DIVISION ST
    STONE PARK,IL60165     		NONE   GENERAL CONTRIBUTION 2,500
    Total .................................bullet 3a 30,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aADMISSION FEES/BROCHURE SALES         298,259
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 868  
    4 Dividends and interest from securities....          
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 868 298,259
    13Total. Add line 12, columns (b), (d), and (e)..................
    13299,127
    (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.)
    1A ADMISSION FEES FOR VIEWING OF FUNCTIONAL MECHANICAL ANTIQUES ENABLE THE FOUNDATION TO ACQUIRE, RESTORE, PRESERVE, AND MAKE THEM AVAILABLE TO THE PUBLIC FOR EDUCATIONAL PURPOSES.
    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
    THE SANFILIPPO FOUNDATION
     
    Employer identification number

    30-0141140
    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
    THE SANFILIPPO FOUNDATION
          		Employer identification number
    30-0141140
    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
    FESTIVAL OF CHILDREN FOUNDATION INC
     

       
    3315 FAIRVIEW ROAD
     
    COSTA MESA, CA92626

    		$ 5,000


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

    JOHN KLAAS  
    6 ROCK RIDGE ROAD
     
    BARRINGTON HILLS, IL60010

    		$ 5,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    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
    THE SANFILIPPO FOUNDATION
          		Employer identification number

    30-0141140
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE SANFILIPPO FOUNDATION
          		Employer identification number

    30-0141140
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BIK & CO, LLP 3,515 1,000 2,515 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    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
    GOLF CART 2004-12-16 7,793 3,896 200DB 5.000000000000 0 0 0  
    PA SYSTEM 2008-01-16 11,758 5,879 200DB 5.000000000000 0 0 0  
    EQUIPMENT 2011-11-01 8,421   200DB 5.000000000000 0 0 1,684  
    EQUIPMENT 2012-11-06 20,132 6,623 200DB 5.000000000000 1,377 0 4,026  
    EQUIPMENT 2013-07-23 3,696 961 200DB 5.000000000000 355 0 739  
    AIR CONDITIONING 2014-06-17 66,656 926 SL 39.000000000000 1,709 0 1,709  

    TY 2015 GeneralExplanationAttachment
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Identifier Return Reference Explanation
      PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES EXEMPT PURPOSETHE SANFILIPPO FOUNDATION HAS BEEN CREATED TO ACQUIRE, RESTORE, PRESERVE AND MAKE AVAILABLE TO THE PUBLIC FOR EDUCATIONAL PURPOSES ANTIQUE MUSIC MACHINES, PHONOGRAPHS, ARCADE AND GAMBLING MACHINES, CHANDELIERS, ART GLASS, PIPE ORGANS, SALON CAROUSELS, STREET AND TOWER CLOCKS, STEAM ENGINES AND OTHER FUNCTIONAL MECHANICAL ANTIQUES.SEE BELOW FOR A DESCRIPTION OF THE CURRENT ACTIVITIES OF THE FOUNDATION:RESTORATION AND PRESERVATION OF HISTORICAL AUTOMATED/MECHANICAL MUSIC MACHINESA. PERCENTAGE OF ACTIVITY - 40%B. HOW THIS FURTHERS THE EXEMPT PURPOSE - THE COLLECTION CANNOT BE A VIABLE ENTITY IF THE INSTRUMENTS ARE NOT WORKING CONDITION TO BE ABLE TO TEACH OTHERS OF THEIR HISTORY AND IMPORTANCE.C. INITIATION OF THE ACTIVITY - JASPER SANFILIPPO HAS MADE RESTORATION A PRIORITY IN HIS COLLECTION. AS HE GIFTS ITEMS TO THE FOUNDATION, THE RESTORATION WILL SHIFT TO THE FOUNDATION'S CONTROL.D. WHERE AND BY WHOM WILL THE ACTIVITY BE CONDUCTED - AT THE SANFILIPPO FOUNDATION RESTORATION SHOP IN BARRINGTON HILLS, EXPERIENCED CRAFTSMAN AND HISTORIANS WILL WORK TOGETHER TO KEEP MACHINES WORKING AND/OR RESTORE THEM TO THEIR ORIGINAL CONDITION.USE OF FACILITY AS A FORUM FOR NON-PROFIT ORGANIZATION FUNDRAISING EFFORTS.A. PERCENTAGE OF ACTIVITY - 40%B. HOW THIS FURTHERS THE EXEMPT PURPOSE - PROVIDES OTHER NON-PROFIT ORGANIZATIONS A UNIQUE FORUM TO REACH OUT TO THE PHILANTHROPIC COMMUNITY THEREBY GIVING PUBLIC CHARITIES THE OPPORTUNITY TO HOLD MORE SUCCESSFUL EVENTS, THEREBY ENHANCING THE ABILITY OF THE CHARITABLE ORGANIZATION TO RAISE CAPITAL FOR THEIR CHARITABLE CAUSES.C. INITIATION OF THE ACTIVITY - IN THE YEAR 2015, 32 NON-PROFIT GROUPS WERE GIVEN ACCESS TO THE COLLECTION FOR THEIR FUNDRAISERS AND 15 CONCERTS WERE HELD.D. WHERE AND BY WHOM WILL THE ACTIVITY BE CONDUCTED - THE FUNDRAISERS ARE HELD IN THE CAROUSEL BUILDING ON THE SANFILIPPO PROPERTY. WHILE EACH CHARITABLE ORGANIZATION IS RESPONSIBLE FOR THEIR OWN PROGRAM, DOCENTS ARE ALWAYS PRESENT OVERSEEING THE ACTIVITIES AND MAINTAINING CONTROL OF THE COLLECTION.PUBLIC EDUCATION OF AUTOMATED/MECHANICAL MUSIC MACHINESA. PERCENTAGE OF ACTIVITY - 20%B. HOW THIS FURTHERS THE EXEMPT PURPOSE - BY ALLOWING SCHOOLS AND OTHER EDUCATIONAL ORIENTED GROUPS ACCESS TO THESE HISTORICAL MUSICAL INSTRUMENTS, WE WILL BE PASSING ON THE HISTORY OF THIS ERA OF MACHINES AND HOPEFULLY WE WILL GIVE THEM AN APPRECIATION OF THEIR VALUE AND MUSIC.C. INITIATION OF THE ACTIVITY - VARIOUS GROUPS HAVE BEEN VISITING THE COLLECTION FOR MANY YEARS. THE PRACTICE WILL CONTINUE.D. WHERE AND BY WHOM WILL THE ACTIVITY BE CONDUCTED - VARIOUS DOCENTS WHO HAVE DIFFERENT BACKGROUNDS AND KNOWLEDGE OF THE HISTORY AND MECHANICAL WORKINGS OF THE MACHINES GIVE TOURS. GROUPS ARE GIVEN THE HISTORY OF THE RESTORATION AND ARE ABLE TO SEE AND HEAR THE MACHINES ON DISPLAY.

    TY 2015 LandEtcSchedule2
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    GOLF CART 7,793 7,793 0 0
    PA SYSTEM 11,758 11,758 0 0
    EQUIPMENT 8,421 8,421 0 0
    EQUIPMENT 20,132 18,066 2,066 2,066
    EQUIPMENT 3,696 3,164 532 532
    AIR CONDITIONING 66,656 2,635 64,021 64,021


    TY 2015 LegalFeesSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 25 0 25 0


    TY 2015 OtherAssetsSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EDEN PALAIS SALON CAROUSEL WITH 89-KEY GAVIOLI ORGAN 3,526,388 3,526,388 3,526,388
    1899 PUMPER (AMERICAN FIRE ENGINE) 86,000 86,000 86,000
    1904 GENERAL ELECTRIC CORLISS STEAM OPERATED ELECTRIC POWER PLANT 214,000 214,000 214,000
    1926 MARINE COMPOUND ENGINE 29,000 29,000 29,000
    HARRIS CORLISS STEAM ENGINE 67,000 67,000 67,000
    HAMILTON CORLISS STATIONARY STEAM ENGINE 43,000 43,000 43,000
    IMPROVED GREENE STATIONARY STEAM ENGINE 28,000 28,000 28,000
    NORDBERG CORLISS STATIONARY STEAMENGINE 15,000 15,000 15,000
    BOWDLE BROTHERS OHIO BOXED SET ENGINE 45,000 45,000 45,000
    BUCKEYE ENGINE 24,000 24,000 24,000
    RICHARDS & BUTLER STEAM ENGINE 18,000 18,000 18,000
    SMALL GRANT MOGUL LOCOMOTIVE 395,000 395,000 395,000
    45' CHAPEL RAILCAR 450,000 450,000 450,000
    RAILROAD CABOOSE (CHICAGO BURLINGTON & QUINCY RR CO.) 50,000 50,000 50,000
    CLEAVER STEAM BOILER 6,800 6,800 6,800
    ANTIQUE POSTERS FOR CAROUSEL BUILDING 15,620 15,620 15,620
    BASE FOR STEAM ENGINE 29,657 29,657 29,657


    TY 2015 OtherExpensesSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 2,676 0 0 2,676
    BANK CHARGES 1,797 0 0 1,797
    CATERING 104,322 0 0 104,322
    DOCENT 36,691 0 0 36,691
    DUES & SUBSCRIPTIONS 1,416 0 0 1,416
    ENTERTAINMENT 30,451 0 0 30,451
    EQUIPMENT RENTAL 1,785 0 0 1,785
    INSURANCE 28,616 0 14,308 14,308
    JANITORIAL 3,495 0 0 3,495
    MAINTENANCE 14,745 0 0 14,745
    OFFICE EXPENSE 7,038 0 0 7,038
    PAYROLL SERVICE FEES 2,296 0 1,148 1,148
    POSTAGE & SHIPPING 366 0 0 366
    PRINTING AND REPRODUCTION 1,270 0 0 1,270
    RECORDING FEES 3,012 0 0 3,012
    REPAIRS 5,179 0 0 5,179
    SUPPLIES 3,039 0 0 3,039
    TRAVEL 2,565 0 0 2,565
    UTILITIES 28,432 0 0 28,432
    WEB PAGE 462 0 0 462


    TY 2015 OtherIncomeSchedule2
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADMISSION FEES/BROCHURE SALES 298,259   298,259


    TY 2015 TaxesSchedule
    Name:
    THE SANFILIPPO FOUNDATION
    EIN:
    30-0141140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS CHARITY BUREAU 15 0 0 15
    PAYROLL TAXES 8,609 0 4,304 4,305
    OTHER TAXES/LICENSES 36,406 0 0 36,406