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
EDMOND AND ALICE OPLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 547
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAK LAWN, IL60454
A Employer identification number

36-3137745
B Telephone number (see instructions)

(312) 372-0440
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$18,876,506
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 136,578 136,578  
4 Dividends and interest from securities... 365,781 365,685  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 852,590
b Gross sales price for all assets on line 6a 4,152,690
7 Capital gain net income (from Part IV, line 2)... 852,590
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)....... 13,748 13,748  
12 Total. Add lines 1 through 11........ 1,368,697 1,368,601  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 128,000 25,600   102,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,508 2,508   0
b Accounting fees (attach schedule)....... 14,800 14,800   0
c Other professional fees (attach schedule).... 106,444 106,444   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 60,309 51,263   9,046
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,749 7,749   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 319,810 208,364   111,446
25 Contributions, gifts, grants paid....... 897,579 897,579
26 Total expenses and disbursements. Add lines 24 and 25 1,217,389 208,364   1,009,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,308
b Net investment income (if negative, enter -0-) 1,160,237
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............. 14,831 9,965 9,965
2 Savings and temporary cash investments......... 716,385 184,408 184,408
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)....... 3,931,307 Click to see attachment3,034,613 6,134,218
c Investments—corporate bonds (attach schedule)....... 6,831,149 Click to see attachment7,228,879 7,001,767
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,300,751 Click to see attachment5,439,334 5,546,148
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) 15,794,423 15,897,199 18,876,506
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.................. 15,794,423 15,897,199
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)..... 15,794,423 15,897,199
31 Total liabilities and net assets/fund balances (see instructions). 15,794,423 15,897,199
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
15,794,423
2
Enter amount from Part I, line 27a .....................
2
151,308
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,945,731
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
48,532
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,897,199
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 250000 MEDTRONIC P 2016-01-27 2018-03-15
b 2000 METLIFE P 2012-02-17 2018-04-16
c 250000 TRAVELERS COS P 2017-06-30 2018-05-15
d 1000 COMCAST P 2000-01-05 2018-05-18
e 298 ATHENE HOLDING P 2006-06-08 2018-05-18
125 KANSAS CITY SOUTHERN P 2010-09-03 2018-05-18
10 KANSAS CITY SOUTHERN P 2011-05-06 2018-05-18
50 AMERICAN CAMPUS COMMUNITIES P 2014-01-07 2018-05-18
280 AMERICAN CAMPUS COMMUNITIES P 2013-11-21 2018-05-18
130 CROWN CASTLE INTERNATIONAL P 2011-07-13 2018-05-18
200 PUBLIC STORAGE P 1996-06-06 2018-05-18
1000 MONSANTO P 2010-01-26 2018-06-07
250000 CHEVRON P 2015-03-23 2018-06-24
300 BROADCOM LTD P 2018-04-16 2018-07-17
110 BROADCOM LTD P 2013-07-29 2018-07-17
100 GARRETT MOTION P 2006-02-28 2018-10-16
.667 RESIDEO TECHNOLOGIES P 2006-02-28 2018-10-29
166 RESIDEO TECHNOLOGIES P 2006-02-28 2018-11-20
250000 ROYAL BANK OF CANADA P 2015-12-29 2018-12-10
3300 CONOCOPHILLIPS P 2012-04-09 2018-04-16
1000 HOME DEPOT P 2016-12-08 2018-08-17
4000 INTEL CORP P 2004-09-09 2018-10-04
1400 MERCK & COMPANY P 2015-05-07 2018-09-05
4600 PFIZER INC P 2015-05-07 2018-04-16
20 INTC P 2018-05-14 2018-03-12
14 CVX P 2018-05-14 2018-04-24
20 INTC P 2018-10-04 2018-10-03
25 MSFT P 2018-07-09 2018-02-15
1300 TECH SEL SECT SPDR P 2015-02-13 2018-10-04
3600 FINL SEL SECT SPDR P 2013-11-19 2018-10-04
1650 VNGRD REAL EST INDX P 2015-02-13 2018-04-16
209 BAIRD SHT TRM BD P 2017-06-07 2018-05-14
2092 BAIRD SHT TRM BD P 2017-06-07 2018-06-19
44549 BAIRD SHT TRM BD P 2017-09-27 2018-09-27
367 BAIRD SHT TRM BD P 2017-11-15 2018-10-17
838 BAIRD SHT TRM BD P 2017-11-15 2018-11-20
130 BIO-TECHNE CORP P 2017-10-05 2018-01-11
120 CORE LABORATORIES P 2017-07-16 2018-01-11
120 DENTSPLY SIRONA INC P 2017-08-31 2018-01-11
190 REPLIGEN CORP P 2017-05-03 2018-01-11
70 TYLER TECHNOLOGIES P 2017-05-31 2018-01-11
190 XPO LOGISTICS P 2017-02-21 2018-01-11
175 AMERIPRISE FINANCIAL P 2010-02-05 2018-01-11
600 BENEFITFOCUS P 2014-12-03 2018-01-11
150 CAVIUM INC P 2007-11-15 2018-01-11
100 CORE LABORATORIES P 2014-10-30 2018-01-11
200 DENTSPLY SIRONA INC P 2017-01-15 2018-01-11
220 FIRST REPUBLIC BANK P 2013-03-27 2018-01-11
65 F5 NETWORKS INC P 2006-09-06 2018-01-11
1380 HANESBRANDS INC P 2006-09-14 2018-01-11
310 HEXCEL CORP P 2012-03-22 2018-01-11
340 HOLOGIC INC P 2007-07-30 2018-01-11
400 INTERCONTINENTAL P 2008-03-27 2018-01-11
160 IONIS PHARMACEUTICAL P 2007-03-07 2018-01-11
230 LAZARD LTD P 2010-07-07 2018-01-11
139 MCCORMICK & CO P 2013-10-08 2018-01-11
210 MSCI INC P 2010-05-26 2018-01-11
170 PERKINELMER INC P 2015-09-16 2018-01-11
115 RBC BEARINGS INC P 2006-11-13 2018-01-11
70 ROPER TECHNOLOGIES P 2013-12-05 2018-01-11
130 STERICYCLE INC P 2010-05-07 2018-01-11
120 SVB FINANCIAL GROUP P 2015-04-01 2018-01-11
370 VARONIS SYS INC P 2014-10-16 2018-01-11
155 XYLEM INC P 2006-09-13 2018-01-11
400000 US TREAS P 2018-08-30 2018-10-01
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 250,000   250,383 -383
b 94,416   69,014 25,402
c 250,000   259,125 -9,125
d 32,609   14,712 17,897
e 13,848   8,290 5,558
13,489   4,591 8,898
1,079   564 515
1,846   1,670 176
10,340   9,293 1,047
13,264   5,574 7,690
40,404   4,299 36,105
128,000   78,206 49,794
250,000   252,768 -2,768
62,021   64,097 -2,076
22,741   4,025 18,716
1,534   432 1,102
14     14
3,195   1,177 2,018
250,000   249,950 50
216,752   193,500 23,252
193,097   132,065 61,032
191,508   92,385 99,123
95,717   74,487 21,230
168,004   142,806 25,198
8,320   12,000 -3,680
10,598   15,120 -4,522
2,040   1,700 340
7,750   7,875 -125
97,005   45,210 51,795
101,087   65,668 35,419
123,979   135,006 -11,027
2,000   2,031 -31
20,000   20,314 -314
425,000   431,942 -6,942
3,500   3,551 -51
8,000   8,109 -109
17,887   15,928 1,959
14,266   11,380 2,886
7,570   6,754 816
6,987   6,818 169
13,141   11,952 1,189
17,941   9,203 8,738
31,160   9,420 21,740
15,531   13,974 1,557
13,264   3,891 9,373
11,889   11,637 252
12,617   11,683 934
20,021   8,474 11,547
9,058   1,619 7,439
30,591   7,442 23,149
19,665   7,418 12,247
14,752   6,930 7,822
29,684   15,661 14,023
8,471   1,460 7,011
13,068   7,524 5,544
14,086   9,084 5,002
28,267   6,350 21,917
13,113   8,318 4,795
14,599   3,274 11,325
18,929   8,911 10,018
9,229   10,703 -1,474
29,913   13,902 16,011
19,398   7,094 12,304
10,755   4,349 6,406
397,469   397,008 461
176,212     176,212
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       -383
b       25,402
c       -9,125
d       17,897
e       5,558
      8,898
      515
      176
      1,047
      7,690
      36,105
      49,794
      -2,768
      -2,076
      18,716
      1,102
      14
      2,018
      50
      23,252
      61,032
      99,123
      21,230
      25,198
      -3,680
      -4,522
      340
      -125
      51,795
      35,419
      -11,027
      -31
      -314
      -6,942
      -51
      -109
      1,959
      2,886
      816
      169
      1,189
      8,738
      21,740
      1,557
      9,373
      252
      934
      11,547
      7,439
      23,149
      12,247
      7,822
      14,023
      7,011
      5,544
      5,002
      21,917
      4,795
      11,325
      10,018
      -1,474
      16,011
      12,304
      6,406
      461
      176,212
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 2 852,590
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 954,213 18,994,578 0.050236
2016 963,858 18,127,443 0.053171
2015 996,350 19,251,267 0.051755
2014 1,060,850 19,956,959 0.053157
2013 1,007,351 18,953,292 0.053149
2
Total of line 1, column (d) .....................
2
0.261468
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
0.052294
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
20,019,991
5
Multiply line 4 by line 3......................
5
1,046,925
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,602
7
Add lines 5 and 6........................
7
1,058,527
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,009,025
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 23,205
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 23,205
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 23,205
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 30,000
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 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 20
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 6,775
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,775 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 ofbulletWINEBERG SOLHEIM HOWELL SHAIN CPA Telephone no.bullet (312) 372-0440

    Located atbullet180 N LASALLE SUITE 2200CHICAGOIL ZIP+4bullet60601
    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
    BARBARA KUPFERBERG DIRECTOR
    20.00
    0 0 0
    1255 N GOLFSTREAM APT 1204
    SARASOTA,FL34236
    RITA EGAN TREASURER/PRESIDENT
    20.00
    0 0 0
    9724 S TULLEY AVE
    OAK LAWN,IL60453
    ROSEMARY MORRIS SECRETARY
    20.00
    0 0 0
    10905 S KENNETH
    OAK LAWN,IL60453
    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
    19,537,563
    b
    Average of monthly cash balances.......................
    1b
    787,301
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,324,864
    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
    20,324,864
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    304,873
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,019,991
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,001,000
    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
    1,001,000
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,205
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,205
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    977,795
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    977,795
    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
    977,795
    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
    1,009,025
    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
    1,009,025
    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
    1,009,025
    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 7 977,795
    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...... 72,897
    b From 2014...... 87,356
    c From 2015...... 42,634
    d From 2016...... 66,664
    e From 2017...... 34,409
    fTotal of lines 3a through e........ 303,960
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,009,025
    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..... 977,795
    e Remaining amount distributed out of corpus 31,230
    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 5 335,190
    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) ...
    72,897
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    262,293
    10 Analysis of line 9:
    a Excess from 2014.... 87,356
    b Excess from 2015.... 42,634
    c Excess from 2016.... 66,664
    d Excess from 2017.... 34,409
    e Excess from 2018.... 31,230
    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
    ALIVE CENTER
    500 W 5TH AVE
    NAPERVILLE,IL60563
    NONE 501C CIVIC & SOCIAL 10,000
    AVENUES TO INDEPENDENCE
    515 BUSSE HIGHWAY
    PARK RIDGE,IL60068
    NONE 501C CIVIC & SOCIAL 10,000
    BEDS PLUS CARE
    PO BOX 2035
    LA GRANGE,IL60525
    NONE 501C CIVIC & SOCIAL 12,000
    CANCER WELLNESS CENTER
    215 REVERE DR
    NORTHBROOK,IL60062
    NONE 501C CIVIC & SOCIAL 20,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD SUITE 311
    CHICAGO,IL60613
    NONE 501C CIVIC & SOCIAL 9,000
    CARA PROGRAM
    237 S DESPLAINES
    CHICAGO,IL60661
    NONE 501C CIVIC & SOCIAL 10,000
    CENTER FOR INDEPENDENCE
    100 WEST PLAINFIELD SUITE 100
    COUNTRYSIDE,IL60525
    NONE 501C CIVIC & SOCIAL 10,000
    CENTER OF CONCERN
    1665 ELK BLVD
    DES PLAINES,IL60016
    NONE 501C CIVIC & SOCIAL 5,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE 501C CIVIC & SOCIAL 20,000
    CHICAGO JESUIT ACADEMY
    5058 W JACKSON BLVD
    CHICAGO,IL60644
    NONE 501C CIVIC & SOCIAL 20,000
    CHICAGO ZOOLOGICAL SOCIETY
    3300 GOLF RD
    BROOKFIELD,IL60513
    NONE 501C CIVIC & SOCIAL 25,000
    CHILDREN'S MUSEUM IN OAK LAWN
    5100 MUSEUM DR
    OAK LAWN,IL60453
    NONE 501C CIVIC & SOCIAL 30,000
    CHILDREN'S ONCOLOGY SERVICES INC
    213 W INSTITUTE PLACE SUITE 511
    CHICAGO,IL60610
    NONE 501C CIVIC & SOCIAL 20,000
    COLLEGE BOUND OPPORTUNITIES
    2033 N MILWAUKEE AVE SUITE 246
    RIVERWOODS,IL60174
    NONE 501C CIVIC & SOCIAL 15,000
    CORAZON A CORAZON
    8235 S SOUTH SHORE DR
    CHICAGO,IL60617
    NONE 501C CIVIC & SOCIAL 10,000
    CRISIS CENTER FOR SOUTH SUBURBIA
    PO BOX 39
    TINLEY PARK,IL60477
    NONE 501C CIVIC & SOCIAL 10,000
    DEBORAH'S PLACE
    2822 W JACKSON BLVD
    CHICAGO,IL60612
    NONE 501C CIVIC & SOCIALCIVIC & SOCIAL 18,000
    BLUE CAP
    1962 BROADWAY
    BLUE ISLAND,IL60406
    NONE 501C CIVIC & SOCIAL 10,000
    DISABLED PATRIOT FUND
    10767 W 163RD PLACE
    ORLAND PARK,IL60467
    NONE 501C CIVIC & SOCIAL 10,000
    FRIENDS OF FISHER HOUSE
    3149 DUNDEE ROAD 253
    NORTHBROOK,IL60062
    NONE 501C CIVIC & SOCIAL 15,000
    GIGI'S PLAYHOUSE TINLEY PARK
    16800 S OAK PARK AVE
    TINLEY PARK,IL60477
    NONE 501C CIVIC & SOCIAL 10,000
    GOOD SHEPHERD MANOR
    PO BOX 260
    MOMENCE,IL60954
    NONE 501C CIVIC & SOCIAL 30,000
    GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
    27864 IRMA LEE CIRCLE 101
    LAKE FOREST,IL60045
    NONE 501C CIVIC & SOCIAL 7,500
    JEWISH CHILD AND FAMILY SERVICES
    216 W JACKSON BLVD SUITE 800
    CHICAGO,IL60606
    NONE 501C CIVIC & SOCIAL 20,000
    JOURNEYCARE
    405 LAKE ZURICH RD
    BARRINGTON,IL60010
    NONE 501C CIVIC & SOCIAL 20,000
    JUNIOR ACHIEVEMENT OF CHICAGO
    651 W WASHINGTON BLVD SUITE 404
    CHICAGO,IL606612123
    NONE 501C CIVIC & SOCIAL 30,000
    KESHET
    600 ACADEMY DR SUITE 130
    NORTHBROOK,IL60062
    NONE 501C CIVIC & SOCIAL 20,000
    KOHL CHILDREN'S MUSEUM
    2100 PATRIOT BLVD
    GLENVIEW,IL60026
    NONE 501C CIVIC & SOCIAL 7,500
    LA RABIDA CHILDREN'S HOSPITAL
    6501 S PROMONTORY DR
    CHICAGO,IL60649
    NONE 501C CIVIC & SOCIAL 10,000
    LAKE COUNTY HAVEN
    PO BOX 127
    LIBERTYVILLE,IL600480127
    NONE 501C CIVIC & SOCIAL 8,000
    LAWRENCE HALL YOUTH SERVICES
    4833 N FRANCISCO AVE
    CHICAGO,IL606253640
    NONE 501C CIVIC & SOCIAL 10,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL606144712
    NONE 501C CIVIC & SOCIAL 20,000
    LITTLE CITY FOUNDATION
    1760 W ALGONQUIN RD
    PALATINE,IL600674799
    NONE 501C CIVIC & SOCIAL 10,000
    LITTLE COMPANY OF MARY HOSPITAL
    2800 W 95TH ST
    EVERGREEN PARK,IL60805
    NONE 501C CIVIC & SOCIAL 25,000
    LITTLE SISTERS OF THE POOR ST JOSEPH'S HOME FOR THE ELDERLY
    80 W NORTHWEST HIGHWAY
    PALATINE,IL60067
    NONE 501C CIVIC & SOCIAL 10,000
    THE BUNKER INCUBATOR NFP
    222 W MERCHANDISE MART PLAZA
    CHICAGO,IL60654
    NONE 501C CIVIC & SOCIAL 20,000
    LOYOLA UNIVERSITY MEDICAL CENTER
    2160 S FIRST AVE RM 2516
    MAYWOOD,IL60153
    NONE 501C CIVIC & SOCIAL 15,000
    LYDIA HOME ASSOCIATION
    4300 W IRVING PARK RD
    CHICAGO,IL606412825
    NONE 501C CIVIC & SOCIAL 20,000
    LESTER AND ROSALIE ANIXTER CENTER
    6610 N CLARK ST
    CHICAGO,IL606264062
    NONE 501C CIVIC & SOCIAL 10,000
    MARILLAC ST VINCENT FAMILY SERVICES
    2145 N HALSTED ST
    CHICAGO,IL60614
    NONE 501C CIVIC & SOCIAL 10,000
    MARKLUND CHILDER'S HOME INC
    1S450 WYATT DR
    GENEVA,IL60134
    NONE 501C CIVIC & SOCIAL 20,000
    MISERIACORDIA
    6300 N RIDGE AVE
    CHICAGO,IL60660
    NONE 501C CIVIC & SOCIAL 25,000
    OPERATION BLESSING OF SOUTHWEST CHICAGOLAND
    4901 W 128TH PLACE
    ALSIP,IL60803
    NONE 501C CIVIC & SOCIAL 5,000
    HORSEFEATHERS THERAPEUTIC RIDING NFP
    1181 RIVERWOODS ROAD
    LAKE FOREST,IL60045
    NONE 501C CIVIC & SOCIAL 15,000
    PARK LAWN ASSOCIATION
    10833 SOUTH LAPORTE
    OAK LAWN,IL60453
    NONE 501C CIVIC & SOCIAL 15,779
    RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NW INDIANA
    1301 W 22ND ST
    OAK BROOK,IL60523
    NONE 501C CIVIC & SOCIAL 15,300
    MARYVILLE ACADEMY
    1150 NORTH RIVER ROAD
    DES PLAINES,IL60016
    NONE 501C CIVIC & SOCIAL 15,000
    MERCY HOME FOR BOYS AND GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607
    NONE 501C CIVIC & SOCIAL 15,000
    SHARING CONNECTIONS INC
    5111 CHASE AVE
    DOWNERS GROVE,IL60515
    NONE 501C CIVIC & SOCIAL 12,000
    REHABILATATIVE INSTITUTE OF CHICAGO
    355 EAST ERIE STREET
    CHICAGO,IL60611
    NONE 501C CIVIC & SOCIAL 5,000
    SOUTH SUBURBAN SPECIAL RECREATION ASSOCIATION
    19910 80TH AVE
    TINLEY PARK,IL60487
    NONE 501C CIVIC & SOCIAL 10,000
    ST COLETTA'S OF ILLINOIS INC
    18350 CROSSING DRIVE
    TINLEY PARK,IL60487
    NONE 501C CIVIC & SOCIAL 12,500
    SARAH'S CIRCLE
    4838 N SHERIDAN
    CHICAGO,IL60640
    NONE 501C CIVIC & SOCIAL 10,000
    SERTOMA CENTRE INC
    4343 WEST 123RD STREET
    ALSIP,IL60803
    NONE 501C CIVIC & SOCIAL 15,000
    THE CHICAGO LIGHT HOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED
    1850 W ROOSEVELT RD
    CHICAGO,IL60608
    NONE 501C CIVIC & SOCIAL 20,000
    THE PEACE CORNER - YOUTH CENTER
    5022 W MADISON
    CHICAGO,IL60644
    NONE 501C CIVIC & SOCIAL 10,000
    THE LAMB'S FARM INC
    14245 W ROCKLAND ROAD
    LIBERTYVILLE,IL600480127
    NONE 501C CIVIC & SOCIAL 15,000
    WELLNESS HOUSE
    131 N COUNTY LINE RD
    HINSDALE,IL60521
    NONE 501C CIVIC & SOCIAL 30,000
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640
    NONE 501C CIVIC & SOCIAL 10,000
    WTTW CHANNEL 11
    5400 N ST LOUIS AVE
    CHICAGO,IL60625
    NONE 501C CIVIC & SOCIAL 20,000
    Total .................................bullet 3a 897,579
    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 ...........
        14 136,578  
    4 Dividends and interest from securities....     14 365,781  
    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.....     14 13,748  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 852,590  
    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 1,368,697 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,368,697
    (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 AccountingFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,800 14,800   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOFEN & GLOSSBERG CORP BONDS 4,909,067 4,789,573
    BAIRD TAXABLE BOND FUNDS 2,319,812 2,212,194

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG EQUITIES 2,175,457 4,528,249
    BAIRD EQUITIES 859,156 1,605,969

    TY 2018 InvestmentsOtherSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOFEN AND GLOSSBERG PARTNERSHIPS AT COST 18,599 18,599
    BAIRD STOCK FUNDS AT COST 4,279,988 4,504,236
    BAIRD BALANCED FUNDS AT COST 1,140,747 1,023,313

    TY 2018 LegalFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,508 2,508   0


    TY 2018 OtherDecreasesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Description Amount
    LIMITED PARTNERSHIP BOOK/TAX DIFFERENCE 48,532


    TY 2018 OtherExpensesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 7,749 7,749   0


    TY 2018 OtherIncomeSchedule2
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET LP INCOME 13,748 13,748 13,748


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSEL FEES -GOFEN 61,026 61,026   0
    INVESTMENT COUNSEL FEES -BAIRD 45,418 45,418   0


    TY 2018 TaxesSchedule
    Name:
    EDMOND AND ALICE OPLER FOUNDATION
    EIN:
    36-3137745
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 11,308 2,262   9,046
    FEDERAL 49,001 49,001   0