-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
FL
33921
A Employer identification number
36-3757845
B
Telephone number (see instructions)
(847) 366-2080
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
54,620,581
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
8,971,625
2
Check
.............
3
Interest on savings and temporary cash investments
1,430
1,430
4
Dividends and interest from securities
...
576,479
576,479
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,065,545
b
Gross sales price for all assets on line 6a
5,126,262
7
Capital gain net income (from Part IV, line 2)
...
1,069,804
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
........
10,615,079
1,647,713
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)
.......
21,676
10,838
10,838
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
27,256
2,256
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
26,024
26,024
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
74,956
39,118
10,838
25
Contributions, gifts, grants paid
.......
2,528,431
2,528,431
26
Total expenses and disbursements.
Add lines 24 and 25
2,603,387
39,118
2,539,269
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
8,011,692
b
Net investment income
(if negative, enter -0-)
1,608,595
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
24,070
168,436
168,436
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
21,522,163
28,861,557
52,191,875
c
Investments—corporate bonds (attach schedule)
.......
1,865,749
2,209,441
2,260,270
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
23,411,982
31,239,434
54,620,581
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
)
184,240
0
23
Total liabilities
(add lines 17 through 22)
.........
184,240
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
23,227,742
31,239,434
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
23,227,742
31,239,434
30
Total liabilities and net assets/fund balances
(see instructions)
.
23,411,982
31,239,434
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
23,227,742
2
Enter amount from Part I, line 27a
.....................
2
8,011,692
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
31,239,434
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
31,239,434
Form
990-PF
(2019)
Form 990-PF (2019)
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
77,591 SHARES ARES CAPITAL CORP
D
2013-05-03
2019-06-24
b
4,975 SHARES JPM MANAGED INCOME FD-USD-L
P
2019-06-27
2019-09-27
c
5,970 SHARES JPM MANAGED INCOME FD-USD_L
P
2019-06-27
2019-10-03
d
432.274 SHRS DODGE & COX INCOME FD
P
2019-06-26
2019-10-03
e
767.992 SHRS FIDELITY 500 INDEX FD-AI
P
2019-06-26
2019-11-21
550.386 SHRS FIDELITY 500 INDEX
P
2019-06-26
2019-12-19
45 SHRS ISHARES BARCLAYS 20+ YEAR TREASURY
P
2019-09-24
2019-10-03
50 SHRS ISHARES BARCLAYS 7-10 YEAR TREASURY
P
2019-02-19
2019-06-19
93 SHRS ISHARES BARCLAYS 7-10 YEAR TREASURY
P
2019-09-24
2019-10-03
26 SHRS ISHARES 7-10 YEAR TREASURY B
P
2019-09-24
2019-12-19
151 SHRS ISHARES MSCI EAFE INDEX FUND
P
2019-04-10
2019-10-03
204 SHRS ISHARES MSCI EAFE INDEX FUND
P
2019-04-10
2019-11-21
88 SHRS ISHARES MSCI EAFE ETF
P
2019-02-01
2019-12-19
1,012 SHRS ISHARES BARCLAYS MBS BOND FUND
P
2019-02-01
2019-09-24
297 SHRS JPM BETABUILDERS DEVELOPED ASIA EX
P
2018-09-13
2019-01-23
271.571 SHRS JPM STRAT INC OPP FD- USD- R6
P
2018-03-27
2019-01-23
3,650.241 SHRS JPM STRAT INC OPP FD-USD-R6
P
2018-03-27
2019-02-06
187 SHRS JPMORGAN BETABUILDERS CANADA ETF
P
2018-08-14
2019-06-19
564 SHRS JPMORGAN BETABUILDERS JAPAN ETF
P
2018-10-16
2019-01-23
313 SHRS JPMORGAN BETABUILDERS JAPAN ETF
P
2018-10-16
2019-03-05
1,621 SHRS JPMORGAN BETABUILDERS JAPAN ETF
P
2019-01-01
2019-03-05
503 SHRS JPMORGAN BETABUILDERS EUROPE ETF
P
2018-09-13
2019-01-23
314 SHRS JPMORGAN BETABUILDERS EUROPE ETF
P
2018-09-13
2019-06-19
469 SHRS JPMORGAN BETABUILDERS EUROPE ETF
P
2018-09-13
2019-08-26
1,456 SHRS JPMORGAN BETABUILDERS EUROPE ETF
P
2018-09-13
2019-08-26
1,216.129 SHRS PIMCO INVESTMENT GRADE CORP
P
2018-02-16
2019-01-04
493.971 SHRS PIMCO INVESTMENT GRADE CORP
P
2018-02-06
2019-01-23
7,124.396 SHRS PIMCO INVESTMENT GRADE CORP
P
2018-01-01
2019-02-11
468.407 SHRS PIMCO INVESTMENT GRADE CORP
P
2019-06-26
2019-10-03
136 SHRS SCHWAB U.S. TIPS ETF
P
2018-10-01
2019-06-19
747.423 SHRS SIX CIRCLES ULTR SHRT DUR
P
2018-10-16
2019-01-04
1,623.303 SHRS SIX CIRCLES U.S. UNCONSTRAINED
P
2019-04-10
2019-06-19
9,147.166 SHRS SIX CIRCLES U.S. UNCONSTRAINED
P
2019-06-26
2019-08-26
1,249.545 SHRS SIX CIRCLES U.S. UNCONSTRAINED
P
2019-06-26
2019-09-06
1,542.726 SHRS SIX CIRCLES U.S. UNCONSTRAINED
P
2019-06-26
2019-11-20
2,069.383 SHRS SIX CIRCLES U.S. UNCONSTRAINED
P
2019-06-26
2019-12-19
574.389 SHRS SIX CIRCLES INTL UNCON EQ
P
2019-04-10
2019-06-19
4,708.460 SHRS SIX CIRCLES INTL UNCON EQ
P
2019-06-26
2019-08-26
719.762 SHRS SIX CIRCLES INTL UNCON EQ
P
2019-06-26
2019-11-20
929.075 SHRS SIX CIRCLES INTL UNCON EQ
P
2019-06-26
2019-12-19
2,891.899 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2019-06-26
2019-08-26
11,929.791 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2019-06-26
2019-09-24
3,379.246 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2019-06-26
2019-10-03
1,377.606 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2019-01-01
2019-12-19
57 SHRS VANGUARD SHORT-TERM BOND ETF
P
2018-12-11
2019-01-04
1,093 SHRS VANGUARD SHORT-TERM BOND ETF
P
2018-12-11
2019-02-06
1,349 SHRS VANGUARD SHORT-TERM BOND ETF
P
2018-01-01
2019-09-24
1,120.181 SHRS VANGUARD TOTAL INTL BND-ADM
P
2018-01-01
2019-06-19
642.512 SHRS VANGUARD TOTAL INTL BND-ADM
P
2019-06-26
2019-08-26
865.772 SHRS VANGUARD TOTAL INTL BND-ADM
P
2019-09-24
2019-10-03
513.777 SHRS VANGUARD TOTAL INTL BND-ADM
P
2019-09-24
2019-12-19
630.066 SHRS BLACKROCK HIGH YIELD PORTFOLIO
P
2016-02-26
2019-01-23
5,665.551 SHRS BLACKROCK HIGH YIELD PORTFOLIO
P
2016-02-26
2019-03-05
2,578.792 CAUSEWAY INTERNATL VAL-INST
P
2014-01-31
2019-01-23
2,678,.645 CAUSEWAY INTERNATL VAL-INST
P
2014-01-31
2019-02-19
4,501.638 CAUSEWAY INTERNATL VAL-INST
P
2014-01-31
2019-04-10
641.929 DODGE & COX INCOME FD
P
2017-11-20
2019-01-04
271.662 DODGE & COX INCOME FD
P
2017-11-20
2019-01-23
230 SHRS JPMORGAN BETABUILDERS CANADA ETF
P
2018-08-14
2019-12-19
356 SHRS JPMORGAN BETABUILDERS JAPAN ETF
P
2018-09-13
2019-10-03
443 SHRS JPMORGAN BETABUILDERS JAPAN ETF
P
2018-09-13
2019-12-19
761 SHRS JPMORGAN BETABUILDERS EUROPE ETF
P
2018-09-13
2019-12-19
335.455 SHRS MFS EMERGING MKTS DEBT FD R6
P
2016-07-19
2019-01-04
3,140.719 SHRS MFS EMERGING MKTS DEBT FD R6
P
2016-07-19
2019-02-19
465.187 SHRS OPPENHEIMER INTL GROWTH FD-1
P
2018-02-16
2019-02-19
1,736.888 SHRS OPPENHEIMER INTL GROWTH FD-1
P
2018-02-16
2019-04-10
297.956 SHRS PGIM TOTAL RETURN BOND FUND
P
2014-01-31
2019-01-04
141.099 SHRS PGIM TOTAL RETURN BOND FUND
P
2014-01-31
2019-01-23
6,013.776 SHRS PGIM TOTAL RETURN BOND FUND
P
2014-01-31
2019-02-07
1,138.529 SHRS PIMCO INVESTMENT GRADE CORP
P
2018-02-06
2019-02-11
454.402 SHRS PIMCO INVESTMENT GRADE CORP
P
2018-03-15
2019-06-19
526.965 PIMCO INCOME FD-INS
P
2018-01-17
2019-01-23
455 SHRS SPDR S&P 500 ETF TRUST
P
2014-01-31
2019-01-23
479 SHRS SPDR S&P 500 ETF TRUST
P
2014-01-31
2019-04-10
269 SHRS SPDR S&P 500 ETF TRUST
P
2014-01-31
2019-06-19
165 SHRS SPDR S&P 500 ETF TRUST
P
2014-01-31
2019-09-06
4,901.444 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2018-02-01
2019-01-04
1,308.067 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2017-02-22
2019-01-23
5,162.226 SHRS VANGUARD TOTAL BOND MARKET INDEX
P
2017-02-22
2019-06-19
764.098 SHRS VANGUARD TOTAL INTL BND-ADM
P
2017-04-19
2019-01-04
272.223 SHRS VANGUARD TOTAL INTL BND-ADM
P
2017-04-19
2019-01-23
AESSF II DISTRIBUTIONS IN EXCESS
P
2019-01-01
2019-04-09
11,764.568 DODGE & COX INCOME FD
P
2018-01-01
2019-12-19
2,474.578 FIDELITY 500 INDEX FD-AI
P
2018-01-01
2019-04-05
40,730.300 SIX CIRCLE U.S. UNCONSTRAINED
P
2018-01-01
2019-12-23
800 SHARES CDW CORPORATION
D
2015-12-08
2019-11-18
2,500 SHARES CDW CORPORATION
D
2015-12-08
2019-12-19
980 SHARES CDW CORPORATION
D
2015-12-08
2019-12-23
675 SHARES CDW CORPORATION
D
2015-12-08
2019-12-23
3,500 SHARES CDW CORPORATION
D
2015-12-08
2019-12-24
(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
1,386,101
538,074
848,027
b
50,000
50,000
0
c
60,060
60,000
60
d
6,112
5,996
116
e
83,043
78,082
4,961
61,148
55,958
5,190
6,523
6,461
62
5,459
5,232
227
10,567
10,485
82
2,867
2,931
-64
9,598
9,986
-388
13,826
13,491
335
6,082
5,772
310
109,459
106,734
2,725
7,076
7,273
-197
3,118
3,145
-27
41,978
42,270
-292
4,623
4,654
-31
12,474
13,472
-998
7,069
7,477
-408
36,573
38,670
-2,097
11,229
12,233
-1,004
7,593
7,636
-43
10,669
11,406
-737
33,123
35,409
-2,286
12,088
12,587
-499
4,940
5,112
-172
72,099
73,165
-1,066
5,124
4,974
150
7,581
7,312
269
7,459
7,482
-23
16,817
16,671
146
92,112
94,307
-2,195
12,970
12,883
87
16,739
15,906
833
22,867
21,335
1,532
5,405
5,445
-40
42,612
44,683
-2,071
6,845
6,830
15
8,798
8,817
-19
32,303
31,522
781
132,779
130,035
2,744
37,814
36,834
980
15,223
15,290
-67
4,484
4,455
29
86,102
85,421
681
109,024
106,761
2,263
25,596
24,680
916
15,125
14,694
431
20,363
20,389
-26
11,909
12,099
-190
4,644
4,392
252
42,605
39,489
3,116
37,135
39,920
-2,785
40,153
41,465
-1,312
68,830
69,685
-855
8,518
8,865
-347
3,630
3,752
-122
5,958
5,724
234
8,337
8,479
-142
11,221
10,551
670
19,314
18,507
807
4,629
5,032
-403
44,567
47,111
-2,544
17,733
20,910
-3,177
69,163
78,073
-8,910
4,162
4,198
-36
1,973
1,988
-15
84,915
84,734
181
11,522
11,778
-256
4,817
4,655
162
6,260
6,519
-259
120,200
81,168
39,032
138,083
85,449
52,634
78,587
47,987
30,600
49,252
29,435
19,817
51,318
52,451
-1,133
13,669
13,970
-301
56,268
55,133
1,135
16,573
16,627
-54
5,929
5,924
5
83,945
83,945
553
553
294
294
6
6
109,444
109,444
0
353,300
353,300
0
140,165
140,165
0
96,542
96,542
0
500,500
500,500
0
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
848,027
b
0
c
60
d
116
e
4,961
5,190
62
227
82
-64
-388
335
310
2,725
-197
-27
-292
-31
-998
-408
-2,097
-1,004
-43
-737
-2,286
-499
-172
-1,066
150
269
-23
146
-2,195
87
833
1,532
-40
-2,071
15
-19
781
2,744
980
-67
29
681
2,263
916
431
-26
-190
252
3,116
-2,785
-1,312
-855
-347
-122
234
-142
670
807
-403
-2,544
-3,177
-8,910
-36
-15
181
-256
162
-259
39,032
52,634
30,600
19,817
-1,133
-301
1,135
-54
5
83,945
553
294
6
0
0
0
0
0
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,069,804
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
...................
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?
Yes
No
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))
2018
1,619,950
25,791,083
0.062810
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
2
Total
of line 1, column (d)
.....................
2
0.658187
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
0.131637
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
38,943,309
5
Multiply line 4 by line 3
......................
5
5,126,380
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
16,086
7
Add lines 5 and 6
........................
7
5,142,466
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,539,269
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
32,172
here
and 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
32,172
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
32,172
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
18,479
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
50,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
68,479
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
36,307
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
36,307
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
FL
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
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
JOHN A EDWARDSON
Telephone no.
(847) 366-2080
Located at
P O BOX 1423
BOCA GRANDE
FL
ZIP+4
33921
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
FL
33921
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
37,297,552
b
Average of monthly cash balances
.......................
1b
2,210,706
c
Fair market value of all other assets (see instructions)
................
1c
28,096
d
Total
(add lines 1a, b, and c)
.........................
1d
39,536,354
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
39,536,354
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
593,045
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
38,943,309
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,947,165
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,947,165
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
32,172
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
32,172
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,914,993
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,914,993
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
1,914,993
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
2,539,269
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
2,539,269
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
2,539,269
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,914,993
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
783,184
b
From 2015
......
889,428
c
From 2016
......
1,483,878
d
From 2017
......
2,789,765
e
From 2018
......
344,811
f
Total
of lines 3a through e
........
6,291,066
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,539,269
a
Applied to 2018, 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 2019 distributable amount
.....
1,914,993
e
Remaining amount distributed out of corpus
624,276
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
6,915,342
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
783,184
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
6,132,158
10
Analysis of line 9:
a
Excess from 2015
....
889,428
b
Excess from 2016
....
1,483,878
c
Excess from 2017
....
2,789,765
d
Excess from 2018
....
344,811
e
Excess from 2019
....
624,276
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ADVANCE ILLINOIS
50 EAST WASHINGTON ST SUITE 410
CHICAGO
,
IL
60602
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
75,000
AMERICAN RED CROSS
2200 W HARRISON ST
CHICAGO
,
IL
60612
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
165,000
BIPS (LIGHT KEEPER'S FUND)
PO BOX 637
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD
CHICAGO
,
IL
60606
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
50,000
BOCA GRANDE HEALTH CLINIC
320 PARK AVE
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
15,000
BOCA GRANDE WOMEN'S CLUB
PO BOX 65
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
7,260
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANE
IRVING
,
TX
750152079
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
15,000
CARA PROGRAM
237 S DES PLAINES ST
CHICAGO
,
IL
60661
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVE
CHICAGO
,
IL
60604
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
35,000
CHILDREN'S HOME AND AID
125 S WACKER DRIVE FL 14
CHICAGO
,
IL
60606
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
82,000
COMMUNITY HEALTH
2611 W CHICAGO AVE
CHICAGO
,
IL
60622
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
DOCTOR'S WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR
NEW YORK
,
NY
10006
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
ENGLEWOOD COMMUNITY
6002 S HALSTED STREET
CHICAGO
,
IL
60621
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
ERIKA'S LIGHTHOUSE
897 1/2 GREEN BAY ROAD
WINNETKA
,
IL
60093
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
1,000
FOOD FOR THE POOR
6401 LYONS ROAD
COCONUT CREEK
,
FL
33073
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
7,200
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
131 1ST ST W
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
GICIA
PO BOX 446
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
GLEN VIEW CLUB SCHOLARSHIP FOUNDATION
100 GOLF ROAD
GOLF
,
IL
60029
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL
CHICAGO
,
IL
60632
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
398,300
HABITAT FOR HUMANITY
121 HABITAT STREET
AMERICUS
,
GA
31709
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
329,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STREET
FT MYERS
,
FL
33901
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
IFES
PO BOX 436
PLATTTEVILLE
,
WI
53818
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
50,000
INTER VARSITY CHRISTIAN FOUNDATION
PO BOX 7895
MADISON
,
WI
53707
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
30,000
ISLAND SCHOOL FOUNDATION
135 WEST FIRST STREET
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
21,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON BLVD 404
CHICAGO
,
IL
60661
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
KOHL'S CHILDREN'S MUSEUM
2100 PATRIOT BOULEVARD
GLENVIEW
,
IL
60026
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
LEARN CHARTER SCHOOLS
1132 S HOMAN AVE
CHICAGO
,
IL
60624
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
25,000
LINCOLN PARK ZOO
2001 N CLARK STREET
CHICAGO
,
IL
60614
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
109,444
LUTHERAN SOCIAL SERVICES
737 FALCONER STREET
JAMESTOWN
,
NY
14701
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
140,165
NATIONAL SPASMODIC DYSPHONIA ASSOCIATION
300 PARK BLVD 301
ITASCA
,
IL
60143
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
20,000
OLD ELM SCHOLARSHIP FUND
800 OLD ELM RD
HIGHLAND PARK
,
IL
60035
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
OLIVE BRANCH MISSION
6310 S CLAREMONT AVE
CHICAGO
,
IL
60636
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
OPERATION SMILE
3641 FACULTY BOULEVARD
VIRGINIA BEACH
,
VA
23453
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
OPPORTUNITY INTERNATIONAL
2122 YORK RD 340
OAK BROOK
,
IL
60523
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
146,542
PURDUE UNIVERSITY
610 PURDUE MALL
WEST LAFAYETTE
,
IN
47907
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
500,500
RAVINIA FESTIVAL
200 RAVINIA PARK RD
CHICAGO
,
IL
60035
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
15,000
RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PKY
CHICAGO
,
IL
60612
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
25,000
ST ANDREWS EPISCOPAL CHURCH
48 N HOYNE AVE
CHICAGO
,
IL
60612
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
UROLOGICAL RESEARCH FOUNDATION
PO BOX 855
MANCHESTER
,
MO
63011
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
1,000
WGCU - PBS
10501 FGCU BLVD S
FORT MYERS
,
FL
33965
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
WRITER'S THEATRE
664 VERNON AVE
GLENCOE
,
IL
60022
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
20,000
WYCLIFFE ASSOCIATES
11450 TRANSLATION WAY JOHN WYCLIFFE
BLVD
ORLANDO
,
FL
32862
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
FRIENDS OF ALICE BIRNEY ELEMENTARY
PO BOX 635343
SAN DIEGO
,
CA
92163
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
200
THE CHICAGO COUNCIL ON GLOBAL AFFAIRS
180 N STETSON AVE 1400
CHICAGO
,
IL
60601
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
CHICAGO PARKS GOLF ALLIANCE
7059 S SOUTHSHORE DRIVE
CHICAGO
,
IL
60649
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
25,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARD
GLENVIEW
,
IL
60026
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
FARAJA FUND FOUNDATION
331 S WALLACE RD
LAKE FOREST
,
IL
60045
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
FLOOD CHURCH
3878 RUFFIN RD SUITE A
CHICAGO
,
IL
92123
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
ILLINOIS NETWORK OF CHARTER SCHOOLS
150 N MICHIGAN AVE 430
CHICAGO
,
IL
60601
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
KENILWORTH UNION CHURCH
211 KENILWORTH AVE
KENILWORTH
,
IL
60043
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
OPPORTUNITY KNOCKS
8020 MADISON STREET
RIVER FOREST
,
IL
60305
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
1,000
RUSH WOMEN'S BOARD
1620 W HARRISON ST
CHICAGO
,
IL
60612
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
1,000
SHIRLEY RYAN ABILITY LAB
355 EAST ERIE STREET
CHICAGO
,
IL
60611
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
13,320
TROUT UNLIMITED
PO BOX 7400
WOOLLY BUGGER
,
WV
25438
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
10,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVE
CHICAGO
,
IL
60637
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
36,000
WINGS
PO BOX 29309
CHICAGO
,
IL
60629
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
YMCA OF CHICAGO
1030 W VAN BUREN ST
CHICAGO
,
IL
60607
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
2,500
CITY COLLEGES OF CHICAGO
180 N WABASH
CHICAGO
,
IL
60601
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
25,000
NORTHERN ILLINOIS COUNCIL
850 FOREST EDGE DRIVE
VERNON HILLS
,
IL
60061
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
5,000
BOCA GRANDE CHILD CARE CENTER
260 PARK AVENUE
BOCA GRANDE
,
FL
33921
NONE
PUBLIC CHARITY
GENERAL OPERATIONS
1,000
Total
.................................
3a
2,528,431
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,430
4
Dividends and interest from securities
....
14
576,479
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
1,065,545
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
1,643,454
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,643,454
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description