BXTENDED TO NOVEMBER 15, 2016 Return of Private Foundation a Schon 993) Test estes as Pri Foaton De net ener snesa sacarty numbers te form set may be made pute. 2015 > tionaton sot Frm MF an ta aparate usta leat ny vor 2800% fet alent yar 205 arty begining anda an of endaion [ktmployr ewan vember RAUNER_FAMILY FOUNDATION i ne avr Fr mat ado cTASSTS Ta Tagore near “Gity or town, state or province, county, aad ZIP ar focegn post cade JC trsmempienonplicaion bs ping, checks. | 1 cowckant ote) intreten iat ern eta or ttc carty (1, Foreignsgeriatons check hare. 2 seeiaec eee pe) H_ heck pe of aaanzati [7] seetian 4947(aii1) nonexemot chartable tust_[] other taxable private foundetion 1 Tairmarket value of al asus a ena yer (tem Part cok. (ia 16) $. 53,679,878. 2 Accounting mati: [X) cash [Taco 1 other ¢specity) art, column (a) mast ba on cash basi) le Wrist foto sats as tia nda sexton SO7(0( 1A), crock tera De ste tuntaton 2 6-month eit, da aon SOT(DKTI), cock ere De Pr eae eee oaererens (ayRonnue ana | (yi meter yarnmt | nesta ‘tome {ey Aste vet 7 2 Oreck [J tn naan cstrvet 3 Seer ey 44 Dividends ana nee rem secures Sa Grosses “ontbbons is, rants, te, reed 7,036,950. ava aaa 773, 885.| 473,885. fa ein tea asta at Sidsilewnn Tg S14 6,233,113.) 1843. b Soahages 1 Captain am oe 1 Net shorter canal gain 2 come medion Roveru 408 €, 233,113 1 Lan Cnt ums oss proto fos Otherineome Tova Add os 1 trough 11 14 the employer sles ne wanes 15 Parson plans, amploys tones on Legal fers, Accauteg ees «tha pression es inbeast Toes, egret and depo rapa Travel eonarnos, and meetings Prinieg and publications ter oxpenses Tal operating and administrative cerpenses. Mes 1300 25 ais its grants pat Total expenses ane dsbersemens ek es 24 an 25, " 2 ha 7 0 9 20 2 2 20 4 Sos 8 smer i273. 123. 6,707,121. Oe 13,744,071. = Oe 3 147,970.| 147,960. 147,970. 147,960. oe 240,000. 3,240, 000. 387,970.| _147, 960. 2,240,000, [a7 Suatat te 25 ro ins 12 1 Net investment income (mae Adjusted net ingame 356,101. 6,559, 161.[ 11491027 147228 101653-2 HA For Paperwork Reduction At Nts, se stl, 1 Farm 990-PF (2035) 2015.04030 RAUNER PAMILY FOUNDATION 101653~1famouse go) RAUNER FAMILY FOGNDATTON hos a aa Endstyar ere ie Sak ia saa earwarac van 7 Ga ee ag 2 Seve and amp cath nis 9,468,735.) 7,798, 352,| 7,728,353 3 Ascoors cable a, 663,798. Sa Fue Less lows doc aes 8,863,798.| 8,863,798. 4 Plies rxaable ae a Las: lowe for doa aoconis 5. Gras ciate 5 Racevabls de rm ffir, decrees, an lier ‘lsqunite parsons Tre Perit > Las: alowane for dot aecounts Pe 1 toventries oslo or we 11 tenons tatgy veegspsn E ce, > 2 Irvesents copa tonds stun 6 | 3,495,101.[ 3,502.4 |b Investments ~ corporate stack STMT 5. 16,816,774.| 12,716,690.| 19,718,662. 03. 3,462,635. 2. Investments -mertgane loans 12 Irectnents-other smut 7 3,263,496.| _8,327,158.| 7,747,317. 4 Lan, nibs, and equipment basis as a Ems 15 otter state oescribe STATEMENT 8 |__4/440,682.| 2,772, 274.[ 6,159,114. 16 Total asete oe compa by al les eo instructions. Ala, oe gage 1 sr) 37,492,778.| 43,910,675. 17 Acounis payable and accu expenses 8 Gras payable re. overed rou 20 owt hats, ata wife ued ane 21 Moraes aed oter nies pat Lisbiias 2 cer abit ecb 25 Tota abies (aid nes 17 ough 221 a Foundstlons thet ellew SFAS 17, chek here ery 8 compete ines 26 tough 26 andes 30 an 31 24 unesrictod “argon steed Be Parmarangy resietes Foundations that donot fallow SFAS 117, check here (3) 2d compet ines 27 trough 3. Capit stock, ast rina, crrent funds 0. Pat reat ufo, olan, and acai ond O. esac urogs, atcumule one nasa of other tunes [37 ,492,778.| 43,910,675. Net Assets or Fund Balances eRe8 Toa net acat or tnd bslancee 37,492,778.[ 43,910,675.) Total abilities and net zzetindbalsnens 37,492,778.| 43,910,675. 53,679,878. Analysis of Changes in Net Assets or Fund Balances {Taw ase or fund Galanos at ping of it~ Par coun a), Bae 80 ruse ara wt artes ice epartas oni ya's) s|_ 37,492,778. 2 Far amount om art ine 272 2{ 11,356,101. 3 ihe inerease noted Inte 2 lama} a On 4 Rios 1,2, and3 4| 46,848,879. 5. Decreases rot inde ina? itaice) ‘SEE STATEMENT @ 4,938,204. {ola net asso und laos at nda erie ing i 5) - Par gal), he 30 | 43,910,675. cee Farm 980-PF (2075) 2 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1fomso00e 0°) __ RAUNER_ FAMILY FOUNDATION Pages (Part IV. Capital Gains and Losses for Tax on investinent ncome SEH “ATTACHED STATEMENT (4) Uist and daserfoe the kind(s} of praperty sold (2.0. rea estate, th) Haw acquired | (6) Date acquired (a) Date sold "2 ay ar eon Stl 200 Mca} Hauser” | eaaeeasas | gaa ns rl naeuane Dic tows (Gye ot bs Gana es) 9) Geass ses i {ot allowable} jus expanse of sale {©} plus (F) minus (9) . ‘ ie Sid BAS Tz, 281,730; o033,13. plo for aes Soin ncn aod Bain at TU (i Ca pan is root aut OS et aan or (psaneaso res ‘apa oes ee ‘ ‘ . ease is Wea a err arte? 2 capt ganat conser apis) { tase InP fn? 2 6,233,113. 3: Net shtml ana fse) dt sete 125) (5 It gan also ene in Part ine 8 clu (0) } Ips eterna oe 2 N/A [Party | Guatitication Under Section 4840(0) for Rediiced Tax on Net Mivestment Income {For opera se by erst rata undo sil oe secon 44D te on ma iestnet Fene) sein 440442) apples, ave hs par bank, ‘Was the foundation liable forthe saction 4942 tax onthe ditributabe argu of any yoar in the bass pelog? ives BE] na Lees: th funtion does rat quay under sect 420}. Do not cong this pat ‘L_Enar ie apprapit amour sek cour er eat yar, sow a as octons bets raig ay aS basen ayes Oo (2 nln eatin caterer FECES ninginy | tobset waltyng texiowions | netvebwotnoncraciouse asses | ca RAMANA oy 2014 2,409,500. 45,806,310. 048377 2015 3,142,552. 45,847,022. 1068544 2012 6,226,921. 57,037,924. 109172 2011 2,265,899. 51,670,520. 7043853, 2010 1,751,579. 42,578,894. 2041137 2 Tota of inet, colm (6) 2 311083 8 fverae sito rato the year as paride he one Phy 5 aby hanno yats the toundtion ns ben in vtec as an 8 yeas a 2062217 4 Eimer te ret ae f encarate-ue aes fo 2015 fim Pat, ne 4 45,666,656. 3 Hutt ine byt 2,841,242. 68 Emr Ph ctetinvesimen income (16 oF 275) 6 65,592. 7 hee ins and 1 2,906,834. 1 Einar quaivng sibs om Pa, Be 4 a 2,240,000. If fn 6s equal or ger hele 7, eck he Boxin Par, 1b, cepa apart sing tora, See th Par tus 8 Form S80-PF (015), 3 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1fn coo0e ois) __ RAUNER_ FAMILY FOUNDATION age [Bait Vip Excise Tax Based On Investrnent Income (Section 4940 aj, A24O(6), AOTO(C) or ABA - seo Inatructions) ‘a. emt operating Younis described in saton ARAN) eek ere Be L_] ard enter "WA one ato ug a deter ninatn er tach copy fetes necessryse scons) Dorsett meat he sion 4) requroerts Pat check are De [—] an amar 1 1 ot Par hs 2 «Aether dome touton enter 2 oie 27. xemp forighorgnzatns nts a1 Pt, ne 12,60 0) 2 TaxuncorsocSan 511 (domes section 4047(}1 sts ane ta oundatlons ony, Oras are} 2 3 Ad ines 1 and 31,183. 44 Sue (ice) x. (domestic section 4947(} 1) russ aed ate oundstoas oy. ters ene --) 4 On 5 Teebeses om vestmantinceme. Surat ne 4 oi 8. B20 oF Bs, nie 731,183. 6 GrtsPayent: 1.2018 esimatad tax payments ard 2014 overpayment rte to 2015 oe 5193.p | ' Exempt cig rgizations = tax thot a source & «Taxpaid win apples for extaesion oie te fl (Fam 8858) se 130,000.) | Back wile enoneousywthielé [se aoe 7 Total resis an payments. Ad ies Ba ough z 4 Enver any peat tor underpayment of esti tx. Chock hae [3C) Herm 2720s ata 2 the tal oes a is ore an He 7, var ams owed > inne 7 mae thn te tl fins 5 ae, ona amount aerpald > (a0 S1_Eier the 2nowitof ine 1010 be Credited to 201 etimates tac D> 1,120. |nonngee > [15 [Pait VIEA | Statements Regarding Activities ‘During the tear, dite foundeon avert to inflvence ny nao, cr local fais rei partcpat eterna qves[No ‘any potcalcamnaig? mn x a sou more nan $100 cut yea eb eet Idea) for polial pi poses (se instuctons fre data)? We x the answers "Yes" to 18 0° 1b. attach @ Staion description of the activites and copie of any meters pubsned or clstrbuted bythe foundation in carnecton withthe actives. 4 «Did te fount a Form 1¥20POL fo: the yar? 4 Eater the amount ar) of x on coli xpancrs etan 455) impos Cig te yea 4) Onthe eundaten. Be S 0. (2) Datourdaion managers. & Ee te elnusement it any) pat by th foundation darn the ya fr pollcal expend tx posed on foun manages eS Oe 2 Haste founda agagod vay 2E00s tat tare nel previously been reports tae RS? Ye," attach a dete dosciption ofthe actos. {as the founéasen mad ny ehango, no pravousl rood othe RS, nits goving insur ys, a otter sina inkomeMs? 1 *¥e5,* attach a confevmed copy of he changes “4 Did te founaton tae urzlated business goss rceme of $1,000 or more during the year? Yes ha Ie ax return on Fann B90 for this year? N/A 5 Wes tare aHqultao,lermiaton, soto or sutstat conection during ti yee? 1°05," attach the statement equied by Genera instruction 7. 6 Seem rece anins a action 8042} beg to sections 404 ste ough 445) sats er ‘By langage inthe govsting instrument, By stat lpton hatter mente spring stron so tat na mandatary cacti that cat wi th eta a ‘envi in the govern insrment? 1 ide font Pave at as 5 00 In ss at ay ine daring the yea? 1 as," compat Part, ef) and Pan XV ates Fncrperaion oe (Erie th tats to which ha foundation caprs or wt which Ris rogitiees (se nstrtns) IL tite answoris-Vo" fi 7, asthe Taunton ished a copy Farm OGD to the Aton General or deat) 3 oe nm x mn x 6 1 of each stata euited By General Instruction G? I*No,*altach planation afx{ 9. Isthe foundation ebsiming statis a. priate operating fovaton wth te meaning econ 40420) o 94245} frente 5 pat 2015 ote tle year hegnng 42015 (seinsucans or Pat XN? 1-¥65,* comets Pan XV 4 x 10_idary persons nec subst ois cing xyes? yn ay asta ae pan ne 0 x Form 990-PF ois) 4 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1form gg0-pr 2915) __RAUNER_ FAMILY FOUNDATION Pages [Part VIEA [Statements Regarding Activities (conicvad [Yes] No 110 any tne ding tne yea he ondtion, detox rey, wn aca ety win the meaning of ection 5120) 13)? 1°Yes alta sebac(eeinsuctons) 8 x : 12. Diethsfoonsaion mike 2 dstbatlon to adore ase und avr wee foundation ra elsquailg pasa i easy ples? : te ataeh eaten (sensations) 2 x | 18 Die the foundation como it tho publ inepacton aguremens er Karu ature and vempsanappcabon? ul Wetsieatoass be N/A. 14 Th boos are in cae of “Teese 00.8 = Located be ae 15 ‘Seoton 494721) nonexenp habe stg Fo 940-PF tBu a For 1041 = hack Hae oT and ater the amount of tx-xeotinarestrecaed or acrued dung te year mls] Nia IYes] No 16. any ti during ealenr yer 2015 dhe Foundation ave an intrest naira rer authany over ata, ‘secures, otha enc account afro county? See the structions fo expos and ing requirement for DCE Fax 114 es ert the name of ie [Rat it | Stctomonta Rogaraing Actiatios Tor Which Form 4700 Way Be Required File Ferm 4720 any ite ts ehacked in tho “Yes" column, unless an exception apis. 144 uring the yar dh ountaton tee ci or eect (1) Engage inte salar exchange, or leasig of property wih a leu pasa? (ves [1 ne (2) Borrow money tom, nd mony ner oes eaten crest fo accept tom) 2 squalid person? ives FE] we (3) Furnisi goads, series, or tacit to {ar accept tham trom) disquliieg person? (Fives (1 no (4) Pay campensaton t,o pay orintursa te ers 0 a disused person? Fives [El ne (9) Teast any nea rae to a csquted person (or mae ary of ether auaable | for be bento use of acquit parson? (ves [EI ne (6) Aares to pay money or proparty toa goverment fi? {Exception Check Wo" ithe fomndato ated to ake a grat oa fo aly toil fo a pain tar ‘wrination of government serve, erminaing within 90 cays.) (yes [E] no ' tfony wiswaris"Ves'to Tat}, i any ofthe ctl tw quay ance te xcetons desc adn Regultions ‘seavon $8494 or Ina cen etic eating disaster assistance (ee rst)? Organza ying on acest nlc eegarcngdasterassstancs cad here mL «bate foundion engage na pri yearn any the acts esrb na, abe tan exept ars, Lat were nal ent ota tho tt day fhe tox ye ging in 20157 2 Toes on fret tru ncome (tetion 4942) deus at apy fr yar he euncaion was apie operating Yuna fefine in section 45423 or 420K): 4 Ate end a ex ear 2085, id oudaton tac ary wns buted icine (nes Od ane, Pat fr tac years) anion ‘ere 2015? C1 yes FE] no Wrasse years 1 ve mere any years sadn 2 for wich ie ouraen wat paige povsons of caso S42] (wang vo caret ‘elation ef asst) tothe year’-urerbaadtneure? {F aphing secbon 494232) 10 al yas ste, answer "Ns and atack ‘otemert-seinsirucons) N/R «the provisions ston 4842/2) ar being apo to any ofthe yn stad 2, th yas rs pester eater eee EaEeEeReC aE ‘23 Didi Teadion Pak mare tha a 25 el ore irtaest any Busts oes a sy Uw ‘ting he yar? ives [XI ne '1-¥05 det have eas business bangs 2018 aca esl of (1) ny puretas by he Toundaon rCsquated persons ter ay 25,1069, (2) a oft ya etd (or longer pax approved hy the Gommisiorar nde sachon 443) dspace ‘ot oldings eauired by ater bequest (2) tho aes of re 10,15 a 20-yar et phat oldng period? (Use Schecl , Form 4720, to determina the foundatian had excess business holsngs in 2075) NIA 4 Dio the foundation Invest ding ha yar any aut 2 ane ta would jeoparie its chaste purposes? 1 ic te foundation ke anyinvestvet na pro et (tater Decebe 1,196) a cold paar its cra pups ht __ adnate reve fom paar efor he ayo x yes Doping in 20157 4s nn 5 Farm 990-PF (2015) 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1form 002¢ 9015) __RAUNER_FAMTLY FOUNDATION, s i Pages [Pari VIEB | Statements Regarding Activities for Which Form 4720 May Be Requied jcovin 5 Dua ter ite eatin pay er any ana (1) Gan on poragand or tee tet ks elton cecton 4H)? Cvs Em (2) tence the xa of ay spc piconet 485) o iyo, eye mech, eis any votes registration drive? Colves OX] wo (9) Prove a grantor at sr oe ea purposes? ves OX] wo (a) Proven grant ton gana ter han a charitable, organzon desea secon Eee 494442 (on sacs) Civer Xl fp (5) Provide for any purpose other than religious, charitable, stientifi, literary, or educatianal purpases, efor i th preven fc te len a ais? (yes 0] mo 0 any ansneris "est $91) i any of te Fasano uy ede ie excels esa a Replaons : secon 53425 orn cen tere aster ass ee ost? N/A Crsinzeor ing on ace ote apung Bast abetrce cae ere >Hi ae « ite anova "es to ueston Sil) evens kim xeon rat bce maa ae npendiueapanibi fr he an? N/A... lve io 5 1¥°Yen alah he statement raged by Regains Secon $9 4945. 64 Gin natin, dating heya rece any nds, et neyo ay pas ot son eet can? (ves Blue fe » ite tountton dting ys py sty ody. on 2 ase tet cana? ® 17% fo 8, Form 8979, as 7a Many tine arin etx yay, ashe fonaon a pata. ante x samara? (Ove Glue feeb 1a i onion ace ry rocoto any income bate the nea N/A. [7 PartVill_] Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors, 5 Lista ofcers, directors, wustees, foundation managers and tha compansation 0) ite, and siiage [Cit saon Pare to) Name nd setess filet tes to (ennai, i ar toy ore neta ‘tostion Cae ‘lonsices BRUCE_V. RAUNER RESIDENT 1.00 o. on o DIANA _M. RAUNER PRES, TREASURER, SECRETAR E 1.00 0. o DAVID_R. CASPER TRECTOR = 1.00 o. o. o 2 Compensation ot five Nigheat pardomplayoss [ether than thass fickided on ne 1). Wnone,ontar "NONE CO} Re and ee Genie | sees 0} Nama aaa ot ch poe pid mers tan rar po rmpeneston | Maapoe | alee {ot ame and acer oj pid mere than 8200 EEE [e)Gonvenanon | Weanay™ | etiul Se NONE “otst nude of oer employers pal over $50,000 >| 0 Fam 800-PF 018) 6 11491027 147228 101653-2 2015-04030 RAUNER FAMILY FOUNDATION 101653-111491027 147228 101653-2 Famsore ges) __RAUNER FAMILY FOUNDATION, Page ‘Pait VIII] Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors jecrinvec) 4 Five highest-paid indepondent contactors for professional serves. Winona, anter “NONE” (al Nar end acoso each pac pd moe tan 850000 wimdaue, (el caper caon J.B. WORGAN CHASE a luvesrwenr anvisor_| 98,118. 7s on SR tea ris e aimary of Direct Chatltable AcUvilos Ltt ent our res ac tabi aris ig ee il ran aac rab oh 5 me rotten aes beaein seed cif one, sn papas oh oes 1 N/R 2 : i [Pa DEB [Summary of Program-Related investments ei wo tt roared iste ry don dig Pea on is and Fit 7 N/A ‘iota proqran-oad vet en Sas MENURNS, a Tota) Ade ines tteough 3 > 7 a. For 980-PF (2075) 2015.04030 RAUNER FAMILY FOUNDATION 101653-1fomseope go) __RAUNER FAMILY FOUNDATION aoe [ESAT jyinimum Investment Return (st domestic ouncations mist complete ths par. Freon fandtions, asinstuctons) Fa ret a of eset rt oad (ar Us) ay eran a aa, pupa i 2. rage mest ar market leo ees | 30,318,707. ' sorage of oy cash alnese ® 296,063. 6 Farmaco ats sss te TTA, 317 4 Total (a nes 98a) | 46,362,087. f Redston chine er bea or ober tors ep nes a and = Joan dtl partion 1 ape 22 Aequistan eenecnes applet ob ass 2 o. 41 Seba 2am ino 16 2 5,362,087. 44 Gash deeod hl force states. itr 118 ot eres amouny, 0 cons) ri 695,431. 5 Weta of onchartableete asses, Stic ie a a3. ea nd on Pa ea 4 5 TS, 666,656. Minima vest etara, El oe 5 6 2,283,333. Part XI. Distributable AMOUNE (seo hauctons) (Scion Hz) en ipa mean audsons nf oxran fuean razon cack me De [] and ot mp x) 1 nam imvestmen een rom Pt re 8 7,283,333. 2a Ten ito inane to 2015 rom Pa, a 134,183. 9 loca tet: 205 is os nine he tx or Pa) 2 Add ines 23 sr26 a 131,183. 2 Distibutable unt ster adverts. Subst 2s ob 3 7,152,150. 4 ecves of amounts wot as ayn tbs 4 o. 5) htdinas 3308 2,152,150. 5 Daducton wom droits (oe isbn) 4 oe 7_oisetutabe counts aust otra eG roti En New don Pare 2 2,152,150. [EBCEXIT] Quatitying Distributions (ce insietions) Tunis i facvrg adnate xpos aeons chars, pus z 2 Expenses, corto, its, toa ors Pat esi (0) 26 2,240,000. 2 Pragrneee iesten tol om Pat BB 0. 2 cunts pts aoe assets used (oa for se ety crying ct haa oe, arposes 2 48 Anconis ass or spe earls profes sty a 1 Sutoy et (pe RS approval equa a ‘ash ian st (tach tho cena ss) rs 4 Qualiyng itibtos,Adlns ta og Er hr and on Pat, ae and Past le 4 4 7,240,000 5 Fancast ay nd scion 4406) reread af connie ue, Ete 1 fat, ea 27D o. 4 Asustes aang tints, Si an ie 4 @ 7,240,000. te. The ancunon in 6 wi be sud in at, col (a, ebangent years ween csig wert eancaiton aif fr scion 94) recucion fen ose ye. Tarn 980-PF care) 8 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1RAUNER FAMILY FOUNDATION Undistributed Income (s00sructions) 41 Disable amuat fr 2015 fom Pat, 2. Untersnnacome sty se ent ‘eer anourt for 2014 only @ ‘Yeas pri to 2014 ae 5 Bice Scions cays Way t 2015 T146,083, 944,05) 1 oat oes ous 4 Cain don fr 2015 om PatXl ines §__2,240,000.| a Aol 2014, wo marta ie 2 O Ate undid cae of pr eas hcon ee sr scons) ¢ rads dibs oto crs (lection eited- 350 szuctans) 4 eae to 2015 ae aot eerie mvt ite pe 5 eeseerectan ia Baoan nat 6 Ener th neta of ac colin Pie yar’ united inca Ener the amount fpr years ‘undettote Ingome fr wtih arte ot Cfiencytas ben suo oF on which thesecton 48440 thas boon pesusty <4Subroct la rom ne 6, Table trqurt- su insruions ‘eUndstibuted incame for 2014, Sua a afro in 2. Tarable amount ~ 32 inst. * Undstributed ncame for 2015, Surat, es and rom ine 9. This aoa ust 7. Areunts tated a stibtionsoutot nus te satis aqurements posed by cto 70D) or 44209) (Becton raya anied- ss insuctions) 1 Exess cst butions cya rom 2910, rot pped on in 5 a Fee? 9 Excess ditrbtinscaryver to 2016. Subtoat ins 7 arom ina 6a 1,146,043. 944,097. a7, 850. 11491027 147228 101653-2Fumio 018) _RAUNER_WAMILY FOUNDATION Pape 10 (Pai XIV [Private Operating Foundation (eon mstuctone and at WHA quan NK a eeu has esd age terion eter hat is aria opratng ‘oundaton ander i tte fo 205, ener the eo he lg 1 Onc ainda whster he union a privat paati aunaion dscibed a sevon | aaa) ow [Pa 2 Err the ese ofthe adpsted et “ns yet Prior yar income rm Pt orth mininum wy 205 wae wane wat (oj taut investment etx tom Pat Xtor ach year set 8st ine 22 yi ssrtutors tom Par x, lng ar ach yar tas 4 Amos inhi in ine 2e 9a. sad det or active conduct ot eptactats| Guaivrgwstiwions mae diecly ‘orate conduct of exempt ates. Subuaet fn 20 nom ine 2. 8 Compe, or forte lena tied apo a Sasser aerate eter (9) Vato of assets (2) Vat of ste quaying unde seton 49221998) 1 Eadowrent aerate et -erter Sof rata sestnent eurh Sg nt % ae 6 fo eae yar fea "Support arn test ene {1} Tottsuppet other than ross invesnent income fires, Auten, ents, payments x Seca Fane (ston 5125) vals) 12) Supper tom general pute indo: rive sent ‘rgataatane a prowsadin sieton 425800) Largest mort of supprt fom anesemot organization Uy toss imesnent income Part XV_| Supplementary Information (Complete this part only 1 the foundation had $5,000 or more in assets at any time during the year-see instructions.) 7 Information Regarding Foundation Managers: 1st any manage of he ouneation wb Nave eae’ more han 2 of otal camibutons ee byte funditon bale th ase of any ax ‘ar (bu! oly they have corte ore than $000) (See ston SO7(0}.2)), NONE ' Litany managis of i foundation who own To more of he tok af a operation (or an equals xg pot ofthe ownership fa parreraipo cer ay} ot ie he eundsten ras 2 10% or erat cece NONE 2 Information Regerding Contribution, Grant, Gi Loan, Scholarship, et, Programme ‘coactera D [a me ounaston arty aia conbtlons to preselected arable erganbaens and does et scapt unsoha request for nds out nas fs ras ee (ey nstacon) cial oranaions under oh eaves, comple Res 2,06, 244. 1 The name, ads and teephane number or eal adress ofthe person to whom applations shouldbe eben “a 1 Te for nwo aprteatone shuld ba subd ad ron and mates ey Sn = ' Inv subision ceases: “in esti or itaions on asad, such by georgia areas, charabl fils, Kinds of stains, rater are: Saar nace Farm 990-PF (15) 10 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1Form 60-0F (20151 RAUNER FAMILY FOUNDATION [Partxv]_ Supplementary Information Gentined) Page st Grants and Gontbusions Paid During te Year Boproved for Future Payment Respent Nae and adios (hare ar business) Freier an india, show aren 1 an oorfanen manage aS com Feundaton ‘sof reopen ‘nan Purpse of gant or 1 Poid ong the yosr| ALSXANDRIA, VA_22311 285 OLD WESTPORT ROAD 250,008 warren, Th 60950 790 DIeFER Tar 5,000, 34 FULLER AVE, FO BOE 355 mL, en 59626 Tota BEE CO} PINUATION, SHE: eS) Bae | 2,240,000) Approve or ute paymart NONE, 11491027 147228 101653-2 aL ye os Form 990-PF (2016) 2015.04030 RAUNER FAMILY FOUNDATION 101653-1form o508r gots) __ RAUNER FAMILY FOUNDATION age ‘Analysis of Income-Producing Activities ‘Gaer gons ous wits oruisa ened ee aap ea a fa) (b) [etek 4a) lated or exe t 1 Progam suvioe ven buss rman = Amount ‘anton nome ‘ 4 Fora contast am gowarmontapercles Membership cas and assessments Irtast on savings and temporary cash ‘avestients 4 Often an invarest tosecutos 4 Net ceil nce or (ss) tore esate 4 Oshetnaroed propery Hot eatesnarese propiny 6 Not rota income rls) or peor property 1 Other avestoem income ial 123. 2 Gain (las) tom sas of sss citer ‘tan etary 19] 6,233,113. 9 Net ineame or (oss) ae spall ars 10 ross prttar as} ram sabe atintay 18 Gtr rverue: » ‘ 12 Sub a alan (0h and) z Speer ia. or 12 Tota, Ad ine 12 clue (a (0 146,707,121. [Sez worksheet in in 13 nso overt caelsions Relationship of Activities to the Accomplishment of Exempt Purposes : 473,885. lan Blow be ac acti Tr whic nse soporte eam) oF Par RPA eonbued porary othe accomplahment of the foundation's evar pucgsas father than by pcg und or uch purposes ioe nace Farm S90-PF (25) 12 11491027 147228 101653-2 2015-04030 RAUNER FAMILY FOUNDATION 101653-1fom, ouore go's) RAUNER FAMILY FOUNDATION, 38 Part XVII] {Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations i 7 Di the ration Grey ride engege nay he tag wan ow organ dace in sction (of [yes] No the Cade ote than sot S'(oK2) gaits rn Section 27, lating ta pola arganizations? Poe ‘Transtar tom te reporting foundation oa neta eet organzaton ot ae (casa rain} | x (2) Other assets saat | x be Otter anssations aes (1) Sis of assets toa onctaaeexerng organi, sun | x (2) Pucrases of aces toma ranean exempt oxarzaton say} |X (@) Roelof its, equipmany or ater assets sual 1x (4) Reimtursement aengemens aa) x (6) Loans er oan quarentos sy] (6) Portree of services or mrbars or fundraking sotaions suet |x 6 Shering offal, equlrert, malin sts, cher assets, or valderaloyess rs x Bisa [ (8) Anountivaisd (e) ene of onctar ale arp omarion a the answer to any ofthe auove Yes cpl the following schadl,Calurn (8) shou suas shew te fae mare al of he gods, ter ase saris gr by Ue een foundation the foundaion rcv ks ha a market lu in any ansacon or shang anangemen, showin alu the val of he gods ote ass, sens reed N/A "a i he aandaon sealer ety afte with, or rebted a one or more ener argaintons desorbed in seen 801 of th Coe air than setion SOc) on section 527? Cvs fy 0-¥as comple he folowing see. (a) Hane of pani (ye of ewrosnzavon (e)bsceion alone N/A 114910; sign reason tt enema einen be teh eed ocr yaaa Here) ! Dvrce_prasrpenr Sra aia we a Te Pape pes ae Fra Tie aaa ETF sero Paid | BREAN CARTER WRTAN CARTER fo/25/16 00369660 Propater [Fiaisnune ® PLANT & MORAN, PLLC rinse Use Only Tivaaase B10 S- RIVERSIDE PLAZA STH FLOOR CHICAGO, 1 60606 fom, (312) 207-1040 Fam B90-PF 03) : 13 27 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1CONTINUATION FOR 990-PF, PART IV RAUNER FAMILY FOUNDATION PAGE 1 OF 1 [Part 10] capa un ieoes tr inconiinancne {a) List and descriue the Kinds) of property sold, 2.9.,reab estate, fe) ex acquired] ey Date acquead] (4) Data sols eee tee SS [eee] Wears ta_JP MORGAN #A35900-00-9 ~ PUBLICLY TRADED SECURITT PB w3E-MORGAN#A78783-00-7 — PUBLICLY TRADED SECURTTE |p ¢ JB "MORGAN #A35900-00-9 — PUBLICLY TRADED SECURTPI | > @JB_MORGAN 4A78783-00-7_— PUBLICLY TRADED sECURTTI | ——P « JP MORGAN #A34549-00-8 PUBLICLY TRADED SECURITIES P 112,614 SHS- POWERSHARES PB q JP MORGAN #A78783-00-7 — PUBLICLY TRADED SECURITI = nN CAPITAL GRINS DIVIDENDS i r 1 capitan ‘waste aor bas (Gane fs (essen ree (iecatn ile ei ence aint a 10,874,515. 8,415,184. 2,459,331. b 1,057,948. 1,063,769. 5,621. ¢ 119,677. Tig, 424: 1/253. a 175,791. 182,547. -6,756. rf 5,850,253. 2,330,218. 3,520,035. HH 167,322. 171,588. =4, 266. | : 3 h 269,328. L Pi 1 i ier Sr TOA a i TT Tessie won cap eine Sonam his ltt eer cl ae pte aceis et preitth ais r 2,459,331. : “5,821 t 1253. 4 =6,756. : 3,520,035. t =4,266" ri a ni 365,328. i « i 2 capi gala etna ce oot capita) {ABRAM TINE a FZ 2 6,233,113. et shortorm capi airs) enn ete 22 ar) Moan sere patina) iosherorea" infu ies 3 N/A 14 11491027 147228 101653~2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1RAUNER FAMILY FOUNDATION [PaCXV] Supplementary information 3 Grants and Contutions Paid Daring the Year (Continuation) ecient 1 ects and = Sooranyrestorauete' | Fayntan Pose tga or srytouaonmanager | sas of Santon ePhestrtatsontover | _esoet mount ‘an an nates (Fane buses) 4522 prrtemem omeee uw, orm 1160 wasiancrar, pe 20005 20,000 vaumetas, 1 60090 200,000 amuNanon, Va 22203 25,000. Ropu NETWORK OF CHARTER SCHOOLS Fe seCATION 10 N NoRLE er uenco, Th 60642 50,200, SADC (WATORAL RESOURCES DEPHISK a eV TRONNRNETA comer.) 2m, RIVERSIDE puaza, suire 2250 curenao, Tu 6usos 25,000, 2222 YORE ROAD, SOITE 180 RK BROG, TL 60523 2s, 000, 33m woxnox, sxe 2400 curcago, 1b 60603 400,200, PRESIDENT & FELCOWS OF mARUARD 2 sauensi0N 1039 wassaciueERES AVENUE THIRD FLOOR CAVBRIDEE, wa 92138 500,200. 205 N, MECHTCAIN Ave BxK 4300 gurengo, 12 60502 108,908 ROGER RALDWINT FIDM/ RzpRODUCTIE a fecrancr: {Leow MICHTGAN AVE, sme 2500 ccuzeago, 1 soso 0,000, Total cm entation sheets 5,945 008 15 11491027 147228 101653~-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1RAUNS2 FAMILY FOUNDATION, (FERXV_ Supplementary information 13 Grants and Contributions Paid During the Ver (Continuation) eciert Tare and adres ome or business) eciientan ncaa, ‘show ay eatonship ary feaiaion marge taste on Feunaaton suse teak Purpose tartar Canaion staxronp, ca 94205 cuterco, 1 60696 2171/2 8 Tumors st 50,400. a nox 2038 ew mene, CF 96522 250,900. sal om santuaton shacks 11491027 147228 101653-2 16 2015-04030 RAUNER FAMILY FOUNDATION 101653-1Schedule B Schedule of Contributors Se opm 90,002, > attach to Form 8, Form 0902, o Fem $90-PF. j- ee occa ae >> Information about Shed B Form 950, 290° or 60°F) and 2015 Sate “sinstuetionstoat wows gevflorngo0 Nome of tw erganization npiojrWorticaton nuniber RAUNER FANILY FOUNDATION ‘Organon pe (Beck one: Flers of ton Fenn 980 or 99082 S164 enter mumbo) organation {49471 nonexempt charade us not tested a8 a pate ound £527 pltieal organization Fox $80 °° 01648) exempta foundation -4307( 0) nonexempst charitable trust treated as a pate foundation DO#OOG? '501(}9) twsableprivataundaton {Gheck your ergantzation is Covered by the General Rule cr & Special ule. Note. Only a section 80127), (or (10) ganization can check baxes for bots the General Rule and a Special Rule. See instructions. General Rule | [3E]_ Foran organization fing Form 960, 90-£2, or G0 PF thet receive, during the yea, contnburions totaling $5,000 or mae fo maney oF ropes} from aay one contributor. Complete Patts land See instructions for determing a contributors total contrutions. Special Rules [51 Foran organization deserted in eaction S016) fing Form 990 07 95067 that met the 35 1/38 supp test of theragulstions unr sootans 509() and 170R)(1YA)), that chackaa Seneca A Form 90 ar 99EZ), Part, na 73,169, oF 180, and that ecaied ror “anyone cantor, during the your, tte contributions ofthe greater of {3} $5,000 or {2}: oho amour on 4 Ferm $99, Pat VA neh, (oF) Form S007, line 1. Complete Part and I (5 Foran ergantation described in section 501317) 8 0° 1} ling Form 980 S8OEZ tat ocsved om any ane contr, ding the yea, total contnutions of mar than $3,000 exelusialy fr els, chart, sli, ery, suction! purses, ror the prevention of ervey to err orsimals. emplets Pats and i [1 even organization descbed in sation S067), or (10 fing Forn 990 or 6OO-EZ hat racowed om anyone contaotor, dng the yew, contributions exetusvey for rebalous, chatiable, st, purposes, but no such cantrautions ttalod more than $1000. this box. | checked, enter here ta total continuions that were recaved during the ear for sn exclusively religious, chartable tc, pupose, Do not compete any of he parts unless the General Rule applies to this ganization bocavse't ceived nanexciusveyy religious, chartabla, et, contributions totaling $5,000 or mara dur the year bs Caution, An organization that ie not covered by the Ganaral Rule and/or tho Specla Rule dees act fe Schedule & [Form 890, 690.7, oF 980.PR, ‘but it mst anawer "No" on Part I, line 2, of ts For 000; or chack th box en line H of its Form 890-22 oon its Form 890F, Part Ino 2, to cary that t does nat met the fling reuirements of Schedule B Form 990, 9802, or 50°F, {THA Far Paperwork Reduction Act Notice, soe the Instructions for Form £80, 950-EZ, or S80-PF. Schedule B (Frm 99, SGOEZ 1 $90-PF) (2015)Schedule B (Form 990, 990.62, or S604 (2018) age 2 ayer denen amber ame o rganizaon tr RAUNER FAMILY FOUNDATION PAA’E)) Contributors (ce instruction) Use cipleatecopice of Part if adciional epace ie needed, @ w o @ Ne. Nama, address, otal contbutions | Type ot contbution 1 | BRUCE RAUNER Person [_] Payot = [_] $___ 7,036,950. | Noneash [XJ (Complote Parti for rancash ccntibutions) © @ ‘a Namo, adsress, and ZIP +4 ‘Total contributions: Type of contibution Person Lo] Pawon | | Noneash (Complate Pat for honcash contours) oO ® @ @ No. Name, adeross, ond ZIP 4 Total contioutions ‘Type of contribution (Gorlete Pat for rnoncaeh coninutions) ) e © @ No. __Name, address, and ZIP 44 otal eontrbutions Type of contribution Person [] Payrott = [_] 5 Noneaa [=] (Compete Part ioe roncash contibutions) @ » @ @ No, Namo, address, and ZIP + 4 otal contributions Type of contribution | Prot s Roeash =] (caplet Part nencascontbatlons) @ eo o @ Nex Name, address, and ZIP + 4 Total convbutons, Type of contribution Person (_] Payot =] Noncash [=] (Complete Por itor noncath contributions) fae woes ‘Sedat Form 880, SOT, 1 98OPFY OTH] 18 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1Schedule Fou 990, 9902, oF 990: (2015) Page 3 ame of orsnizaton RAUNER FAMILY FOUNDATION Epler eieton vanbor Parti! Noncash Property tse insructions. Use dupfeate copies of Ps iif edtionl space is needed (a) — ~ 7 Fao ertate ‘a ‘rom scription of nonca jvon toreceive Po eee eet (see instructions) eerie 3,76 SBRES OF FRIVATRBANCORT FNC. AWD 62,500 SHARED OF $7,036,950. | _12/10/15 @ ry ee er FWY (or estimste) i. fom Descrintion of noncash property given eaten Date received 8 » Description of noncash property given te FMV (or eatmate) {600 inctructions) @ Date roceived ‘ o @ i eee eu Fett) Gira es a scp ot noncahpreprty shan sia co tne acta en ‘ i © | - ~ 0 » nsiptonetnatan rome Fost) eraanes > esc a ntesh ont ohen ster ot (coe) ‘ am ra re 7 a fom Deaton ofa rp in Paver eto bate cand ‘ 7 Teach on SE, TTT 11491027 147228 101653-2 19 2015.04030 RAUNER FAMILY FOUNDATION 101653-1‘Schedule (Farm 990, 990 7, or 990° (2018) ‘ame of ganization RAUNER FAMILY FOUNDATION Pave 4 ployer oitanen manor ‘Parti — Breuer ei ions waaTUGGS Tea GT enon SOTEHTY, CY, wat tao tan 84,00 fa "year many rie com au ean lowgineeny Tesco opiate et ef ansntnn sha de conaenet AED ef ev rah ot} YS Use cskats copies ot Pas asdonl sce needed Tine. irom 0 ot e esernion of how eit Eat (6) Purpose of itt (Use of it (aDesernt itisheld (er Teanater of ot ‘Transferee's name, address, and Z1P +4 ‘olationship of transferor to transieree Ne. en (b) Purpose of gitt {c) Use of sift {] Description of how gift is held (er Transfer of ait ‘Transferos's name, addvess, and ZIP 64 ‘Relationship of transferor to transferee GIN. fon (0) Purpose of it (0) Use of it (4 Description of how git le held (oy Transfer of ait Transtore’s name, address, and 21P +4 Relationship of ransterr to transferee ae fn, (0) Purpose of sit (e1 Use of itt (4) Dezeription of how siti (ei Transfer ot it “raneteree's name, address, and ZIP + 4 Relationship of transferor to tanseree fa was Shade 8 (Form 90, OOO, or 90-7) (201) 20 11491027 147228 101653-2 2015.04030 RAUNBR FAMILY FOUNDATION 101653-1RAUNER FAMILY FOUNDATION STATEMENT 1 FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES CAPITAL (a) (B) (cy Gross GAINS REVENUE NET INVEST- ADJUSTED SOURCE AMOUNT © DIVIDENDS PER BOOKS MENT INCOME NRT INCOME GOLDMAN SACHS #698-8 INTEREST 6,503. o. 6,503. 6,503. J.P. MORGAN ACCOUNTS #34549-00-8 758. 0. 758. 158. J.P. MORGAN ACCOUNTS #35900-00-9 630,349. 269,328. 361,021. 361, 021. J.P. MORGAN ACCOUNTS #78783007 44,570. 0. 44,570. 44,570. JPM US REAL BSTATE INCOME & GROWTH LP 40,491. 0. 40,491. 40,491. POWBRSHARES INCOME — -61, 329. 0. -61,329. 61,323. ROUNDTABLE EMERGING MARKET EQUITY INCOME 2,740. 0. 2,740. 2,740. ROUNDTABLE INTERNATIONAL DEVELOPED EQUITY INCOME 21,241. 0. 21,241. 21,241, ROUNDTABLE US EQUITY INCOME 57,890. o 57,890. 57,890 TO PART I, LINE 4 743,213. 269,328. 473,885. 473,885. FORM 990-PF OfHER INCOME STATEMENT 2 DESCRIPTION OTHER INCOME TOTAL TO FORM 990-PF, 11491027 147228 101653-2 PART I, 1a) (By (ce) REVENUE NET INVEST- ADJUSTED PER BOOKS © MENT INCOME NET INCOME 123. 123 LINE i1 123. 123. 24 2015.04030 RAUNER FAMILY FOUNDATION STATEMENT(S) 1, 2 101653-1RAUNER FAMILY FOUNDATION ‘ORM 990-PF OTHER EXPENSES STATEMENT 3 (a «@) tc) (D) EXPENSES NET INVEST- ADJUSTED = CHARTTABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES INVESTMENT FEES 98,118. 98,118. ° INVEST EXP - JPM US REAL ESTATE INCOME & GROWTH LP 26,856. 26,856. 0. FOREIGN TAXES 12,812. 12,812. 0. BANK FEES 989. 989. oO FILING FEES 10. 0. o. INVEST EXP ~ POWERSHARES DB COMMODI'RY INDEX 1,734. 1,734. ° INVEST EXP - ROUNDTABLE EMERGING MARKET EQUITY 1,376. 1,376. 0. INVEST EXP — ROUNDTABLE INTERNATIONAL DEVELOPED RQUITY 4,238. 4,238. o INVEST EXP - ROUNDTABLE US QUITY 1,837. 1,837. ° 70 FORM 990-PF, PG 1, LN 23 147,970 147,960 FORM 990-PF | OTHER DECREASES IN NET ASSETS OR FUND BALANCES | STATEMENT 4 DESCRIPTION AMOUNT: DIFFERENCE IN FAIR MARKET VALUE AND COST BASIS OF STOCK CONTRIBUTED TN 2015 4,938,204. TOTAL TO FORM 990-PF, PART III, LINK 5 4,938,204. FORM 990-PF CORPORATE STOCK STATEMENT 5 FATR MARKET DESCRIPTION BOOK VALUE VALUE JP MORGAN EQUITY FUNDS 12,716,690. 19,718, 662. TOTAL TO FORM 990-PF, PART TI, LINE 10B 12,716,690 19,718,662. 25 STATEMENT(S) 3, 4, 5 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1RAUNER FAMILY FOUNDATION FORM 990-PF “CORPORATE BONDS STATEMENT 6 FAIR MARKET DESCRIPTION BOOK VALUE VALUE CORPORATE BONDS AND BOND FUNDS. 3,502,403. 3,462,635. TOTAL TO FORM 990-PF, PART II, LINE 10C 3,502,403 3,462,635 FORM 990-PF OTHER INVESTMENTS STATEMENT 7 VALUATION FAIR MARKET | DESCRIPTION METHOD BOOK VALUE VALUE ALTERNATIVE INVESTMENTS cost 575,477. 64,482. INVESTMENT IN JP MORGAN REAL ESTATE. cost 1,377,947. 1,498,813. NVESTMENT IN POWERSHARES K-1 cost 0. 0. INVESTMENT IN ROUNDTABLE EMERGING cost MARKET EQUITY K-1 1,001,292. 1,000,778. INVESTMENT IN ROUNDTABLE cost INTERNATIONAL DEVELOPED EQUITY K-1 3,016,393. 2,923,108. INVESTMENT IN ROUNDTABLE US EQUITY cost Kl 2,356,049. 2,260,136. TOTAL TO FORM 990-PF, PART II, LINE 13 8,327,158. ‘1,74, 311. FORM 990-PF OTHER ASSETS STATEMENT 8 BEGINNING OF END OF YEAR FAIR MARKET. DESCRIPTION YR BOOK VALUE BOOK VALUE VALUE ACCRETIVE HEALTH INC - GOLDMAN SACKS 1,020,000. 1,020,000. 272,000. ACCRETIVE HEALTH INC. 60,000. oO. oO. VERIFONE HOLDINGS: 3,368,682. 1,752,274. 5,887,114. TO FORM 990-PF, PART II, LINE 15 4,448,682. 2,712,274. 6,159,114. 26 STATEMENT(S) 6, 7, 8 11491027 147228 101653-2 2015.04030 RAUNER FAMILY FOUNDATION 101653-1