Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ALSDORF FOUNDATION
C/O MARILYNN ALSDORF
Number and street (or P.O. box number if mail is not delivered to street address)209 EAST LAKE SHORE DRIVE NO 15W
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611
A Employer identification number

36-6065388
B Telephone number (see instructions)

(312) 640-9900
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$5,994,829J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 361 361  
4 Dividends and interest from securities... 118,821 118,821  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 212,130
b Gross sales price for all assets on line 6a 1,181,707
7 Capital gain net income (from Part IV, line 2)... 212,130
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 331,312 331,312  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 31,512 9,454   0
15 Pension plans, employee benefits....... 2,648 794   0
16a Legal fees (attach schedule)......... Click to see attachment 205,109 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 37,422 37,422   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,380 1,765   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,504 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 311,575 49,435   0
25 Contributions, gifts, grants paid....... 1,036,260 1,036,260
26 Total expenses and disbursements. Add lines 24 and 25 1,347,835 49,435   1,036,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,016,523
b Net investment income (if negative, enter -0-) 281,877
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 852,809 295,779 295,779
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) 202,330 Click to see attachment203,077 224,041
b Investments—corporate stock (attach schedule)....... 1,958,252 Click to see attachment1,932,927 3,388,630
c Investments—corporate bonds (attach schedule)....... 850,985 Click to see attachment412,277 395,079
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,418,649 Click to see attachment1,422,442 1,691,300
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,283,025 4,266,502 5,994,829
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,283,025 4,266,502
30 Total net assets or fund balances (see instructions)..... 5,283,025 4,266,502
31 Total liabilities and net assets/fund balances (see instructions). 5,283,025 4,266,502
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
5,283,025
2
Enter amount from Part I, line 27a .....................
2
-1,016,523
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,266,502
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
4,266,502
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - NORTHERN TRUST COMPANY 23-18114 P    
b PUBLICLY TRADED SECURITIES - NORTHERN TRUST COMPANY 03-78051 P    
c CAPITAL GAINS DIVIDENDS P    
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 50,971   52,912 -1,941
b 1,128,619   916,665 211,954
c 2,117     2,117
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       -1,941
b       211,954
c       2,117
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 2 212,130
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))
2017 53,274 7,157,959 0.007443
2016 24,710 6,534,283 0.003782
2015 553,845 6,228,955 0.088915
2014 43,560 5,948,357 0.007323
2013 534,791 6,055,995 0.088308
2
Total of line 1, column (d) .....................
2
0.195771
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.039154
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,313,091
5
Multiply line 4 by line 3......................
5
286,337
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,819
7
Add lines 5 and 6........................
7
289,156
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,036,260
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,819
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 2,819
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 2,819
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 14,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,781
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet11,781 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ofbulletLAURA MURAOKA Telephone no.bullet (312) 640-9900

    Located atbullet209 EAST LAKE SHORE DRIVECHICAGOIL ZIP+4bullet60611
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    MARILYNN B ALSDORF CHAIRMAN OF THE BOARD
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    ROBERT N GRANT DIRECTOR
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    JEFFREY A ALSDORF PRESIDENT
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    BRIDGET ALSDORF VICE PRESIDENT
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    ANDREW ALSDORF TREASURER
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    EDWARD W HORNER JR SECRETARY
    1.00     		0 0 0
    209 EAST LAKE SHORE DRIVE
    CHICAGO,IL60611
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    6,525,263
    b
    Average of monthly cash balances.......................
    1b
    899,195
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,424,458
    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
    7,424,458
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    111,367
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,313,091
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    365,655
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    365,655
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,819
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,819
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    362,836
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    362,836
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    362,836
    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
    1,036,260
    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
    1,036,260
    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
    2,819
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,033,441
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 362,836
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 227,194
    b From 2014......  
    c From 2015...... 249,290
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 476,484
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,036,260
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 362,836
    e Remaining amount distributed out of corpus 673,424
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,149,908
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		227,194
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		922,714
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 249,290
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 673,424
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ALLIANCE FRANCAISE DE CHICAGO
    810 NORTH DEARBORN STREET
    CHICAGO,IL60610     		NONE PUBLIC EDUCATIONAL 1,000
    ALZHEIMER'S ASSOCIATION
    8430 W BRYN MAWR AVENUE SUITE 800
    CHICAGO,IL60631     		NONE PUBLIC HEALTHCARE 100
    AMERICAN HEART ASSOCIATION
    208 S LASALLE STREET 1500
    CHICAGO,IL60604     		NONE PUBLIC HEALTHCARE 50
    AMERICAN CANCER SOCIETY
    PO BOX 7561
    CHICAGO,IL60680     		NONE PUBLIC HEALTHCARE 100
    AMERICAN FEDERATION OF ARTS
    305 EAST 47TH STREET 10TH FLOOR
    NEW YORK,NY10017     		NONE PUBLIC EDUCATIONAL 500
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CIVIC 2,000
    ANTIQUARIAN SOCIETY (ART INSTITUTE)
    111 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60603     		NONE PUBLIC EDUCATIONAL 500
    ART INSTITUTE OF CHICAGO
    111 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60603     		NONE PUBLIC EDUCATIONAL 1,006,000
    CHICAGO CHILD CARE SOCIETY
    5467 SOUTH UNIVERSITY AVENUE
    CHICAGO,IL60615     		NONE PUBLIC CIVIC 100
    CHICAGO COUNCIL ON GLOBAL AFFAIRS
    332 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60604     		NONE PUBLIC CIVIC 100
    CHICAGO PUBLIC LIBRARY
    20 NORTH MICHIGAN AVENUE
    CHICAGO,IL60602     		NONE PUBLIC EDUCATIONAL 1,000
    GARY COMER YOUTH CENTER
    7200 S INGLESIDE AVENUE
    CHICAGO,IL60619     		NONE PUBLIC EDUCATIONAL 100
    GOLDEN APPLE FOUNDATION
    8 SOUTH MICHIGAN AVENUE SUITE 700
    CHICAGO,IL60603     		NONE PUBLIC EDUCATIONAL 515
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PUBLIC CIVIC 100
    HADLEY SCHOOL FOR THE BLIND
    700 ELM STREET
    WINNETKA,IL60093     		NONE PUBLIC EDUCATIONAL 50
    INTERNATIONAL FOUNDATION FOR ART RESEARCH
    500 FIFTH AVENUE SUITE 935
    NEW YORK,NY10110     		NONE PUBLIC EDUCATIONAL 1,000
    JAPANESE AMERICAN SERVICE COMMITTEE
    4427 NORTH CLARK STREET
    CHICAGO,IL60640     		NONE PUBLIC EDUCATIONAL 300
    J STREET
    PO BOX 66073
    WASHINGTON,DC20035     		NONE PUBLIC EDUCATIONAL 1,000
    LEAGUE OF AMERICAN ORCHESTRAS
    33 WEST 60TH STREET 5TH FLOOR
    NEW YORK,NY10023     		NONE PUBLIC CIVIC 5,000
    LINCOLN PARK ZOO
    PO BOX 14903
    CHICAGO,IL60614     		NONE PUBLIC EDUCATIONAL 500
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC HEALTHCARE 20
    METROPOLITAN FAMILY SERVICES - LEGAL AID SOCIETY
    1 N DEARBORN SUITE 1000
    CHICAGO,IL60602     		NONE PUBLIC CIVIC 1,030
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PUBLIC EDUCATIONAL 80
    NEWBERRY LIBRARY
    60 WEST WALTON STREET
    CHICAGO,IL60610     		NONE PUBLIC EDUCATIONAL 500
    NORTH SHORE SENIOR CENTER
    1779 WINNETKA ROAD
    NORTHFIELD,IL60093     		NONE PUBLIC HEALTHCARE 100
    NORTHWESTERN UNIVERSITY - BLOCK MUSEUM OF ART
    1201 DAVIS STREET
    EVANSTON,IL60208     		NONE PUBLIC EDUCATIONAL 10,000
    PHILANTROPY ROUNDTABLE
    1730 M STREET NW SUITE 601
    WASHINGTON,DC20036     		NONE PUBLIC CIVIC 500
    POLICE ATHLETIC LEAGUE OF ILLINOIS
    207 E OHIO STREET 211
    CHICAGO,IL60611     		NONE PUBLIC CIVIC 15
    ST JUDE CHILDREN'S RESEARCH CENTER
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC HEALTHCARE 500
    THE FIELD MUSEUM
    1400 S LAKESHORE DRIVE
    CHICAGO,IL60605     		NONE PUBLIC EDUCATIONAL 500
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT SUITE 450
    CHICAGO,IL60615     		NONE PUBLIC EDUCATIONAL 500
    WTTW
    5400 NORTH ST LOUIS AVENUE
    CHICAGO,IL60625     		NONE PUBLIC CIVIC 500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PUBLIC SCHOOL 2,000
    Total .................................bullet 3a 1,036,260
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 361  
    4 Dividends and interest from securities....     14 118,821  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 212,130  
    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).. 0 331,312 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    331,312
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 CAROLINA PWR & LT CO 2.8% DUE 05/15/22 103,239 98,651
    100,000 EATON CORPORATION 2.75% DUE 11/02/22 101,671 97,259
    100,000 COMCAST CORP 3.0% DUE 02/01/24 102,137 97,494
    100,000 MIDAMERICAN ENERGY CO 3.5% DUE 10/15/24 105,230 101,675

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,130 SH NORTHERN TRUST CORP 100,197 94,457
    750 SH ADOBE SYS INC 57,382 169,680
    190 SH AMAZON.COM INC 12,412 285,374
    900 SH BAXTER INTERNATIONAL INC 26,987 59,238
    1,000 SH BERKSHIRE HATHAWAY INC 48,941 204,180
    294 SH CONCHO RES INC 42,708 30,220
    1,000 SH HONEYWELL INTL INC 94,391 132,120
    1,000 SH IHS MARKIT LTD 54,748 47,970
    4,750 SH MARVELL TECH GROUP 74,371 76,902
    1,330 SH MICROCHIP TECHNOLOGY INC 47,614 95,654
    1,200 SH RED HAT INC 106,675 210,768
    1,000 SH ROPER TECHNOLOGIES INC 22,775 266,520
    1,700 SH ZOETIS INC 91,486 145,418
    2,500 SH AIR LEASE CORP 67,348 75,525
    2,500 SH ARAMARK COM 84,019 72,425
    6,800 SH ARES CAP CORP 105,689 105,944
    1,000 SH AVERY DENNISON CORP 93,722 89,830
    400 SH BIO-TECHNE CORP 34,328 57,888
    1,711 SH FLIR SYS INC 76,094 74,497
    1,000 SH FMC CORP 84,671 73,960
    1,800 SH GUIDEWIRE SOFTWARE INC 101,900 144,414
    500 SH ICU MED INC 84,749 114,815
    4,000 SH LKQ CORP 22,533 94,920
    500 SH MARTIN MARIETTA MATLS INC 85,857 85,935
    300 SH METTLER-TOLEDO INTERNATIONAL 24,864 169,674
    625 SH INGEVITY CORP 53,358 52,306
    2,860 SH FRANCO NEV CORP 128,668 200,686
    166 SH RESIDEO TECHNOLOGIES INC 2,826 3,411
    1,000 SH NESTLE SA 27,000 80,960
    850 SH NOVARTIS 74,614 72,939

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    US Government Securities - End of Year Book Value:

    103,077
    US Government Securities - End of Year Fair Market Value:

    120,828
    State & Local Government Securities - End of Year Book Value:


    100,000
    State & Local Government Securities - End of Year Fair Market Value:


    103,213


    TY 2018 InvestmentsOtherSchedule2
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    16,947.93 SH MFB NORTHERN FDS SHORT BOND FD AT COST 324,741 312,350
    28,487.85 SH MFO DOUBLELINE CORE FIXED INCOME FUND I AT COST 306,871 302,256
    4,687.50 SH MFB NORTHERN HIGH YIELD FIXED INCOME AT COST 30,000 29,156
    1,818 SH MFC FLEXSHARES TR IBOXX 3 YR AT COST 44,005 43,305
    2,820.29 SH MFO INVESTMENT MANAGER SER TR AT COST 28,879 30,578
    31,886.77 SH CF SBH GLOBAL DISCOVERY OFFSHORE CL A AT COST 532,475 800,727
    4,042.39 SH CF SBH GLOBAL DISCOVERY OFFSHORE CL DI AILLIQUID PORTION AT COST 67,525 39,553
    1,100 SH SPDR GOLD TRUST AT COST 87,946 133,375

    TY 2018 LegalFeesSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 205,109 0   0


    TY 2018 OtherExpensesSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS SECRETARY OF GENERAL 10 0   0
    ILLINOIS CHARITABLE BUREAU FUND 15 0   0
    MISCELLANEOUS EXPENSES 1,393 0   0
    TRAVEL, CONFERENCE & MEETINGS 3,471 0   0
    DIR/OFFICER LIABILITY INSURANCE 2,615 0   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - SEGAL BRYANT & HAMILL 31,322 31,322   0
    INVESTMENT FEES - NORTHERN TRUST 6,100 6,100   0


    TY 2018 TaxesSchedule
    Name:
    ALSDORF FOUNDATION
     
    C/O MARILYNN ALSDORF
    EIN:
    36-6065388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES PAID 23,927 0   0
    FOREIGN TAXES 1,042 1,042   0
    PAYROLL TAXES 2,411 723   0