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.
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
EDWARDSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1423
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA GRANDE, FL33921
A Employer identification number

36-3757845
B Telephone number (see instructions)

(847) 366-2080
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$28,535,442J 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) 4,458,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,424 1,424  
4 Dividends and interest from securities... 464,037 464,037  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 404,692
b Gross sales price for all assets on line 6a 3,523,786
7 Capital gain net income (from Part IV, line 2)... 294,451
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........ 5,328,653 759,912  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,926 8,963   8,963
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,951 1,951   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 28,232 28,232   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,109 39,146   8,963
25 Contributions, gifts, grants paid....... 1,610,987 1,610,987
26 Total expenses and disbursements. Add lines 24 and 25 1,659,096 39,146   1,619,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,669,557
b Net investment income (if negative, enter -0-) 720,766
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......... 98,494 24,070 24,070
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)....... 17,100,275 Click to see attachment21,522,163 26,586,674
c Investments—corporate bonds (attach schedule)....... 1,600,542 Click to see attachment1,865,749 1,839,100
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 758,874 Click to see attachment0 85,598
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) 19,558,185 23,411,982 28,535,442
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) Click to see attachment0 Click to see attachment184,240
23 Total liabilities (add lines 17 through 22)......... 0 184,240
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.................. 19,558,185 23,227,742
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........    
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)..... 19,558,185 23,227,742
31 Total liabilities and net assets/fund balances (see instructions). 19,558,185 23,411,982
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
19,558,185
2
Enter amount from Part I, line 27a .....................
2
3,669,557
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,227,742
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
23,227,742
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 2800 SHARES CDW CORPORATION D 2018-11-07 2018-11-28
b AESSF II DISTRIBUTIONS IN EXCESS OF BASIS P 2011-06-30 2018-12-31
c 1446.067 SHARES LOCUST WOOD CAPITAL OFFSHORE P 2016-06-30 2018-01-11
d 1721.793 SHARES JPMORGAN INFLATN MGD BND-R6 P 2017-01-26 2018-01-17
e 522.611 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-01-18
6736.599 SHARES BLACKROCK HIGH YIELD PORTFOLIO P 2016-02-26 2018-02-06
2727.959 SHARES PIMCO SHORT-TERM FD-INSTL P 2018-01-17 2018-02-07
6403.448 SHARES BLACKROCK HIGH YIELD PORTFOLIO P 2016-02-26 2018-02-09
3523.617 SHARES MFS EMERGING MKTS DBT FD-R6 P 2016-07-19 2018-02-12
1624.844 SHARES BWPRIVATE INVESTORS OFFSHORE P 2016-06-30 2018-02-14
585.578 SHARES OCH-ZIFF PRIVATE INVESTORS OFFSHORE P 2016-06-30 2018-02-14
2775.42 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-02-20
4804.93 SHARES JPMORGAN STRAT INC OPP-R6 P 2014-01-31 2018-03-15
5487.998 SHARES JPMORGAN INFLATN MGD BND-R6 P 2017-01-26 2018-03-15
3426.242 SHARES YORK CREDIT OPPORTUNITIES UNIT TR P 2016-06-30 2018-03-15
179 SHARES ISHARES MSCI EAFE INDEX FUND P 2017-11-09 2018-03-27
8552.493 SHARES JOHN HANCOCK INC FD-R6 P 2015-08-31 2018-03-27
9860.935 SHARES PRUDENTIAL TOTAL RETURN BND-FL CL P 2017-01-01 2018-03-27
1268.504 SHARES JPMORGAN GROWTH ADVANTAGE P 2008-06-19 2018-03-27
787.903 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-03-28
380.656 SHARES YORK CREDIT OPPORTUNITIES UNIT TR P 2016-06-30 2018-04-09
5% HOLD BACK SHARES LOCUST WOOD CAPITAL OFFSHORE P 2016-06-30 2018-05-08
5% HOLD BACK SHARES AXON PARTNERS OFFSHORE P 2016-06-30 2018-05-16
3% HOLD BACK SHARES BWPRIVATE INVESTORS OFFSHORE P 2016-06-30 2018-05-22
3% HOLD BACK SHARES OCH-ZIFF PRIVATE INVESTORS OFFSHORE P 2016-06-30 2018-05-22
1216.276 SHARES JPMORGAN GROWTH ADVANTAGE P 2008-06-19 2018-05-29
1086 SHARES ISHARES MSCI EAFE INDEX FUND P 2018-01-01 2018-06-06
435 SHARES ISHARES MSCI EAFE INDEX FUND P 2017-01-01 2018-06-06
465.346 SHARES BROWN ADV JAPAN ALPHA OPP-IS P 2018-01-17 2018-06-08
255.089 SHARES DODGE & COX INCOME FD P 2017-11-20 2018-06-08
806.553 SHARES JPMORGAN GL RES ENH IDX-R6 P 2018-02-16 2018-06-08
852.694 SHARES PIMCO INVESTMENT GRADE CORP P 2018-02-06 2018-06-08
502.21 SHARES PIMCO SHORT-TERM FD-INSTL P 2018-06-06 2018-06-08
262 SHARES SPDR S&P 500 ETF TRUST P 2018-01-01 2018-06-08
980.814 SHARES BLACKROCK HIGH YIELD PORTFOLIO P 2016-02-26 2018-06-08
527 SHARES ISHARES MSCI EAFE INDEX FUND P 2017-01-01 2018-06-08
239.836 SHARES JPMORGAN STRAT INC OPP-R6 P 2014-01-31 2018-06-08
287.244 SHARES JPMORGAN INFLATN MGD BND-R6 P 2017-01-26 2018-06-08
157.252 SHARES MFS EMERGING MKTS DBT FD-R6 P 2016-07-19 2018-06-08
175.397 SHARES PRUDENTIAL TOTAL RETURN BND-FL CL P 2014-01-31 2018-06-08
272.322 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-06-08
915.309 SHARES JPMORGAN GROWTH ADVANTAGE P 2008-06-19 2018-06-08
1107.854 SHARES JPMORGAN GL RES ENH IDX-R6 P 2018-02-16 2018-08-14
3160.501 SHARES BROWN ADV JAPAN ALPHA OPP-IS P 2018-01-01 2018-09-13
1269.949 SHARES JPMORGAN GL RES ENH IDX-R6 P 2018-02-16 2018-09-13
5870.79 SHARES BROWN ADV JAPAN ALPHA OPP-IS P 2017-01-01 2018-09-13
2491 SHARES ISHARES MSCI EAFE INDEX FUND P 2014-01-31 2018-09-13
8684.935 SHARES JPMORGAN GL RES ENH IDX-R6 P 2016-02-09 2018-09-13
5005.733 SHARES JPMORGAN INFLATN MGD BND-R6 P 2017-01-26 2018-10-01
672 SHARES VANGUARD SHORT-TERM BOND EFT P 2018-06-06 2018-10-02
445.971 SHARES DODGE & COX INCOME FD P 2017-11-20 2018-10-09
787.78 SHARES PIMCO INVESTMENT GRADE CORP P 2018-02-06 2018-10-09
402.208 SHARES PIMCO INCOME FD-INS P 2018-01-17 2018-10-09
549.838 SHARES PIMCO SHORT-TERM FD-INSTL P 2018-06-06 2018-10-09
35 SHARES SCHWAB US TIPS ETF P 2018-10-01 2018-10-09
309.453 SHARES BLACKROCK HIGH YIELD PORTFOLIO P 2016-02-26 2018-10-09
2184.769 SHARES CAUSEWAY INTERNATIONAL VAL-INST P 2014-01-31 2018-10-09
443.095 SHARES JPMORGAN STRAT INC OPP-R6 P 2014-01-31 2018-10-09
101.351 SHARES MFS EMERGING MKTS DBT FD-R6 P 2016-07-19 2018-10-09
380.301 SHARES PGIM TOTAL RETURN BOND FD P 2014-01-31 2018-10-09
947.824 SHARES VANGUARD TOTAL BOND MKT INDEX P 2017-07-17 2018-10-09
706.306 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-10-09
9705.403 SHARES PIMCO SHORT-TERM FD-INSTL P 2018-01-01 2018-10-16
7319.806 SHARES CAUSEWAY INTERNATIONAL VAL-INST P 2014-01-31 2018-10-16
2273 SHARES ISHARES MSCI EAFE INDEX FUND P 2017-01-01 2018-10-16
2033.734 SHARES PARNASSUS CORE EQUITY FD-INS P 2017-09-18 2018-10-16
4301.208 SHARES VANGUARD TOTAL BOND MKT INDEX P 2017-07-17 2018-10-16
4337.218 SHARES JPMORGAN GROWTH ADVANTAGE P 2008-06-19 2018-10-16
499.518 SHARES DODGE & COX INCOME FD P 2017-11-20 2018-11-15
791.753 SHARES PIMCO INVESTMENT GRADE CORP P 2018-02-06 2018-11-15
337.956 SHARES JPMORGAN STRAT INC OPP-R6 P 2014-01-31 2018-11-15
502.142 SHARES PGIM TOTAL RETURN BOND FD P 2014-01-31 2018-11-15
111 SHARES SPDR S&P 500 ETF TRUST P 2017-01-01 2018-11-15
701.213 SHARES VANGUARD TOTAL INTL BND-ADM P 2017-04-19 2018-11-15
406.286 SHARES JPMORGAN STRAT INC OPP-R6 P 2018-03-27 2018-12-11
3602.749 SHARES JPMORGAN STRAT INC OPP-R6 P 2014-01-31 2018-12-11
3481.872 SHARES PGIM TOTAL RETURN BOND FD P 2014-01-31 2018-12-11
CAPITAL GAINS DIVIDENDS P    
(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 253,316   253,316 0
b 17,655     17,655
c 193,897   169,082 24,815
d 17,648   17,769 -121
e 11,315   11,372 -57
52,141   46,954 5,187
26,980   26,925 55
49,050   44,632 4,418
51,903   52,854 -951
159,156   141,108 18,048
110,869   94,950 15,919
59,838   60,393 -555
55,785   57,325 -1,540
55,868   56,637 -769
291,562   270,000 21,562
12,278   12,411 -133
54,394   55,311 -917
140,420   138,941 1,479
27,032   15,822 11,210
17,208   17,145 63
31,783   30,000 1,783
10,243   8,899 1,344
601   601 0
4,922   4,364 558
3,429   2,937 492
27,500   15,171 12,329
76,724   73,460 3,264
30,732   28,242 2,490
5,230   5,635 -405
3,426   3,523 -97
18,502   18,389 113
8,578   8,825 -247
4,962   4,962 0
72,565   68,626 3,939
7,523   6,836 687
36,992   34,059 2,933
2,787   2,861 -74
2,904   2,964 -60
2,224   2,359 -135
2,463   2,471 -8
5,901   5,926 -25
21,482   11,417 10,065
25,503   25,259 244
32,806   37,480 -4,674
29,628   28,955 673
60,939   56,085 4,854
166,019   159,172 6,847
202,620   138,004 64,616
50,558   51,660 -1,102
52,328   52,450 -122
5,931   6,159 -228
7,846   8,154 -308
4,754   4,975 -221
5,443   5,432 11
1,867   1,882 -15
2,355   2,157 198
35,000   33,820 1,180
5,149   5,286 -137
1,400   1,520 -120
5,260   5,358 -98
9,734   10,208 -474
15,292   15,369 -77
96,083   95,835 248
115,214   113,311 1,903
147,293   138,392 8,901
91,986   87,715 4,271
44,259   46,324 -2,065
101,578   54,098 47,480
6,619   6,898 -279
7,807   8,195 -388
3,900   4,032 -132
6,935   7,075 -140
29,678   20,595 9,083
15,300   15,258 42
4,656   4,705 -49
41,288   42,983 -1,695
48,502   49,060 -558
2,468     2,468
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       0
b       17,655
c       24,815
d       -121
e       -57
      5,187
      55
      4,418
      -951
      18,048
      15,919
      -555
      -1,540
      -769
      21,562
      -133
      -917
      1,479
      11,210
      63
      1,783
      1,344
      0
      558
      492
      12,329
      3,264
      2,490
      -405
      -97
      113
      -247
      0
      3,939
      687
      2,933
      -74
      -60
      -135
      -8
      -25
      10,065
      244
      -4,674
      673
      4,854
      6,847
      64,616
      -1,102
      -122
      -228
      -308
      -221
      11
      -15
      198
      1,180
      -137
      -120
      -98
      -474
      -77
      248
      1,903
      8,901
      4,271
      -2,065
      47,480
      -279
      -388
      -132
      -140
      9,083
      42
      -49
      -1,695
      -558
      2,468
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 2 294,451
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 3,685,065 18,204,687 0.202424
2016 2,143,134 13,272,926 0.161467
2015 1,503,246 12,368,550 0.121538
2014 1,403,541 12,765,525 0.109948
2013 1,176,000 12,045,410 0.097631
2
Total of line 1, column (d) .....................
2
0.693008
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
0.138602
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
25,791,083
5
Multiply line 4 by line 3......................
5
3,574,696
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,208
7
Add lines 5 and 6........................
7
3,581,904
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,619,950
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 14,415
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 14,415
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 14,415
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,948
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,948
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 18,533
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet18,533 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)
    bulletFL
    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 .Click to see attachment
    8b
     
    No
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN A EDWARDSON Telephone no.bullet (847) 366-2080

    Located atbulletP O BOX 1423BOCA GRANDEFL ZIP+4bullet33921
    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
    JOHN A EDWARDSON TRUSTEE
    2.00     		0 0 0
    P O BOX 1423
    BOCA GRANDE,FL33921
    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
    25,927,426
    b
    Average of monthly cash balances.......................
    1b
    66,403
    c
    Fair market value of all other assets (see instructions)................
    1c
    190,012
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,183,841
    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
    26,183,841
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    392,758
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,791,083
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,289,554
    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
    1,289,554
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    14,415
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,415
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,275,139
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,275,139
    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
    1,275,139
    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
    1,619,950
    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
    1,619,950
    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
    1,619,950
    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 1,275,139
    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...... 715,590
    b From 2014...... 783,184
    c From 2015...... 889,428
    d From 2016...... 1,483,878
    e From 2017...... 2,789,765
    fTotal of lines 3a through e........ 6,661,845
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,619,950
    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..... 1,275,139
    e Remaining amount distributed out of corpus 344,811
    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 7,006,656
    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) ...     		715,590
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		6,291,066
    10 Analysis of line 9:
    a Excess from 2014.... 783,184
    b Excess from 2015.... 889,428
    c Excess from 2016.... 1,483,878
    d Excess from 2017.... 2,789,765
    e Excess from 2018.... 344,811
    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).)
    JOHN A EDWARDSON
    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
    ADVANCE ILLINOIS
    50 EAST WASHINGTON ST SUITE 410
    CHICAGO,IL60602     		NONE PUBLIC CHARITY GENERAL OPERATIONS 75,000
    AMERICAN RED CROSS
    2200 W HARRISON ST
    CHICAGO,IL60612     		NONE PUBLIC CHARITY GENERAL OPERATIONS 140,000
    ASPIRE
    3235 WEST MONTROSE
    CHICAGO,IL60618     		NONE PUBLIC CHARITY GENERAL OPERATIONS 20,000
    BIPS (LIGHT KEEPER'S FUND)
    PO BOX 637
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    BETTER GOVERNMENT ASSOCIATION
    223 W JACKSON BLVD
    CHICAGO,IL60606     		NONE PUBLIC CHARITY GENERAL OPERATIONS 25,000
    BOCA GRANDE HEALTH CLINIC
    320 PARK AVE
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 21,111
    BOCA GRANDE WOMEN'S CLUB
    PO BOX 65
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,760
    BOY SCOUTS OF AMERICA
    1325 WEST WALNUT HILL LANE
    IRVING,TX750152079     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    BOYS & GIRLS CLUB
    1275 PEACHTREE STREET NE
    ATLANTA,GA303093506     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,500
    CARA PROGAM
    237 S DES PLAINES ST
    CHICAGO,IL60661     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL60604     		NONE PUBLIC CHARITY GENERAL OPERATIONS 40,000
    CHILDREN'S HOME AND AID
    125 S WACKER DRIVE FL 14
    CHICAGO,IL60606     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    COMMUNITY HEALTH
    2611 W CHICAGO AVE
    CHICAGO,IL60622     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    ERIKA'S LIGHTHOUSE
    897 1/2 GREEN BAY ROAD
    WINNETKA,IL60093     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DR
    COLORADO SPRINGS,CO80920     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    FOOD FOR THE POOR
    6401 LYONS ROAD
    COCONUT CREEK,FL33073     		NONE PUBLIC CHARITY GENERAL OPERATIONS 7,200
    FRIENDS OF BOCA GRANDE COMMUNITY CENTER
    131 1ST ST W
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    GICIA
    PO BOX 446
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    GLEN VIEW CLUB SCHOLARSHIP FOUNDATION
    100 GOLF ROAD
    GOLF,IL60029     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		NONE PUBLIC CHARITY GENERAL OPERATIONS 216,600
    HARRY CHAPIN FOOD BANK
    3760 FOWLER STREET
    FT MYERS,FL33901     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    IFES
    PO BOX 436
    PLATTTEVILLE,WI53818     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    INTER VARSITY CHRISTIAN FOUNDATION
    PO BOX 7895
    MADISON,WI53707     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    ISLAND SCHOOL FOUNDATION
    135 WEST FIRST STREET
    BOCA GRANDE,FL33921     		NONE PUBLIC CHARITY GENERAL OPERATIONS 23,250
    JUNIOR ACHIEVEMENT OF CHICAGO
    651 W WASHINGTON BLVD 404
    CHICAGO,IL60661     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    KIPP CHICAGO
    2007 S HALSTED STREET
    CHICAGO,IL60608     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    KOHL'S CHILDREN'S MUSEUM
    2100 PATRIOT BOULEVARD
    GLENVIEW,IL60026     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    LEARN CHARTER SCHOOLS
    1132 S HOMAN AVE
    CHICAGO,IL60624     		NONE PUBLIC CHARITY GENERAL OPERATIONS 50,000
    LINCOLN PARK ZOO
    2001 N CLARK STREET
    CHICAGO,IL60614     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    LUTHERAN SOCIAL SERVICES
    737 FALCONER STREET
    JAMESTOWN,NY14701     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    MUSIC INSTITUTE OF CHICAGO
    1702 SHERMAN AVE
    EVANSTON,IL60201     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    NATIONAL SPASMODIC DYSPHONIA ASSOCIATION
    300 PARK BLVD 301
    ITASCA,IL60143     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    OPPORTUNITY INTERNATIONAL
    2122 YORK RD 340
    OAK BROOK,IL60523     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    PURDUE UNIVERSITY
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907     		NONE PUBLIC CHARITY GENERAL OPERATIONS 100,000
    RAVINIA FESTIVAL
    200 RAVINIA PARK RD
    CHICAGO,IL60035     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    RUSH UNIVERSITY MEDICAL CENTER
    1653 W CONGRESS PKY
    CHICAGO,IL60612     		NONE PUBLIC CHARITY GENERAL OPERATIONS 15,000
    WGCU - PBS
    10501 FGCU BLVD S
    FORT MYERS,FL33965     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    WRITER'S THEATRE
    664 VERNON AVE
    GLENCOE,IL60022     		NONE PUBLIC CHARITY GENERAL OPERATIONS 62,500
    WTTW 11
    5400 N SAINT LOUIS AVE
    CHICAGO,IL60625     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    WYCLIFFE ASSOCIATES
    11450 TRANSLATION WAY JOHN WYCLIFFE
    BLVD
    ORLANDO,FL32862     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    DOCTOR'S WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE PUBLIC CHARITY GENERAL OPERATIONS 5,000
    ENGLEWOOD COMMUNITY
    6002 S HALSTED STREET
    CHICAGO,IL60621     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    LURIE CHILDREN'S HOSPITAL
    225 E CHICAGO AVE
    CHICAGO,IL60611     		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000
    OLD ELM SCHOLARSHIP FUND
    800 OLD ELM RD
    HIGHLAND PARK,IL60035     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,000
    OLIVE BRANCH MISSION
    6310 S CLAREMONT AVE
    CHICAGO,IL60636     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    ST ANDREWS EPISCOPAL CHURCH
    48 N HOYNE AVE
    CHICAGO,IL60612     		NONE PUBLIC CHARITY GENERAL OPERATIONS 2,500
    UROLOGICAL RESEARCH FOUNDATION
    PO BOX 855
    MANCHESTER,MO63011     		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000
    VILLAGE ELEMENTARY PTO
    880 W NIPPERSINK ROAD
    ROUND LAKE,IL60073     		NONE PUBLIC CHARITY GENERAL OPERATIONS 250
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632     		NONE PUBLIC CHARITY GENERAL OPERATIONS 253,316
    Total .................................bullet 3a 1,610,987
    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 1,424  
    4 Dividends and interest from securities....     14 464,037  
    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 ............     		    18 404,692  
    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).. 0 870,153 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    870,153
    (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
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    EDWARDSON FAMILY FOUNDATION
     
    Employer identification number

    36-3757845
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    EDWARDSON FAMILY FOUNDATION
          		Employer identification number
    36-3757845
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOHN A EDWARDSON
     
    P O BOX 1423
     
    BOCA GRANDE, FL33921

    		$ 4,458,500


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    EDWARDSON FAMILY FOUNDATION
          		Employer identification number

    36-3757845
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 50,000 SHARES OF CDW CORPORATION $ 4,458,500 2018-11-07
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    EDWARDSON FAMILY FOUNDATION
          		Employer identification number

    36-3757845
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,926 8,963   8,963

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Statement:
    FLORIDA DOES NOT REQUIRE PRIVATE FOUNDATIONS TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL. THERE ARE NO FURTHER PUBLIC INSPECTION REQUIREMENTS.

    TY 2018 GeneralExplanationAttachment
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Identifier Return Reference Explanation
      ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A) DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION1. DATE OF DISTRIBUTION: 11/28/182. DESCRIPTION OF PROPERTY: 2,800 SHARES CDW CORPORATION3. BOOK VALUE OF PROPERTY: $123,088 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DONATION, DECEMBER 8, 20154. FAIR MARKET VALUE OF PROPERTY: $253,316 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DISTRIBUTION

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10353.96 SHS DODGE & COX INCOME FD 140,659 137,293
    3921.81 SHS JPM STRAT INC OPP FD - SEL 45,415 44,552
    6295.62 SHS BLACKROCK HIGH YIELD BOND 43,880 44,951
    3476.17SHS MFS EMERGING MKTS DEBT FD-1 52,142 47,554
    70618.61 SHS VANGUARD TOTAL BD MKT INDEX 745,463 737,965
    12612.9 SHS VANGUARD TOTAL INTL BND - ADM 274,457 273,574
    9365.93 SHS SIX CIRCLES ULTRA SHORT DURATION FUND 93,763 93,378
    902 SHS SCHWAB U.S. TIPS ETF 48,496 48,032
    1150 SHS VANGUARD SHORT-TERM BOND ETF 89,876 90,356
    18522.3 SHS PIMCO INVESTMENT GRADE CORPORATE BOND FUND 190,400 183,556
    4064.45 SHS PIMCO INCOME FD-INS 50,277 48,001
    6452.83 SHS PGIM TOTAL RETURN BOND FUND 90,921 89,888

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Name of Stock End of Year Book Value End of Year Fair Market Value
    77,591 SHS ARES CAPITAL CORPORATION 1,370,602 1,208,868
    4729 SHS SPDR S&P 500 ETF TRUST 843,613 1,181,872
    9759.075 SHS CAUSEWAY INTERNATL VALUE-INS 151,070 132,821
    2944 SHS ISHARES MSCI EAFE INDEX FUND 163,234 173,048
    282200 SHS CDW CORP 17,840,762 22,872,310
    2019.429 SHS FIDELITY 500 INDEX 191,454 175,892
    27884.441 SHS SIX CIRCLES U.S. UNCONSTRAINED 281,290 252,354
    2064 SHS JPMORGAN BETABUILDERS CANADA ETF 51,142 42,642
    2202.075 SHS OPPENHEIMER INTL GROWTH 98,983 76,368
    14997.808 SHS SIX CIRCLES INTL UNCONSTRAINED 140,645 124,482
    6113 SHS JPMORGAN BETABUILDERS EUROPE - ETF 148,664 130,574
    8017 SHS JPMORGAN BETABUILDERS JAPAN - ETF 191,068 169,319
    2027 SHS JPMORGAN BETABUILDERS DEVELOPED ASIA EX-JAPAN ETF 49,636 46,124

    TY 2018 InvestmentsOtherSchedule2
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AESSF II PRIVATE INVESTORS OFFSHORE LP AT COST 0 85,598

    TY 2018 OtherExpensesSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 28,232 28,232   0


    TY 2018 OtherLiabilitiesSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Description Beginning of Year - Book Value End of Year - Book Value
    CHECKS WRITTEN IN EXCESS OF BANK BALANCE 0 184,240


    TY 2018 TaxesSchedule
    Name:
    EDWARDSON FAMILY FOUNDATION
    EIN:
    36-3757845
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,951 1,951   0