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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
OBERWEILER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)330 E MAIN ST NO 204
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BARRINGTON, IL60010
A Employer identification number

36-4376705
B Telephone number (see instructions)

(847) 277-7443
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$16,649,907J 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      
4 Dividends and interest from securities... 254,594 254,594  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,013,580
b Gross sales price for all assets on line 6a 4,522,426
7 Capital gain net income (from Part IV, line 2)... 1,013,580
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)....... Click to see attachment 1,750 0  
12 Total. Add lines 1 through 11........ 1,269,924 1,268,174  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 155,729 77,864   77,865
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 4,630 2,315   2,315
16a Legal fees (attach schedule)......... Click to see attachment 328 164   164
b Accounting fees (attach schedule)....... Click to see attachment 11,500 11,500   0
c Other professional fees (attach schedule).... Click to see attachment 2,634 942   1,692
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,710 16,797   5,413
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,954 4,477   4,477
21 Travel, conferences, and meetings....... 92 46   46
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 140,592 137,964   2,628
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 357,169 252,069   94,600
25 Contributions, gifts, grants paid....... 617,113 617,113
26 Total expenses and disbursements. Add lines 24 and 25 974,282 252,069   711,713
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 295,642
b Net investment income (if negative, enter -0-) 1,016,105
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 126,501 169,282 169,282
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,502,549 Click to see attachment11,755,410 16,480,625
14 Land, buildings, and equipment: basis bullet6,345
Less: accumulated depreciation (attach schedule) bullet6,345      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,629,050 11,924,692 16,649,907
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,629,050 11,924,692
29 Total net assets or fund balances (see instructions)..... 11,629,050 11,924,692
30 Total liabilities and net assets/fund balances (see instructions). 11,629,050 11,924,692
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
11,629,050
2
Enter amount from Part I, line 27a .....................
2
295,642
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,924,692
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,924,692
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAIN/(LOSS) ON PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,522,426   3,508,846 1,013,580
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,013,580
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,013,580
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 14,124
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,124
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,124
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,479
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,479
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,355
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,355 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletHTTP://FDNWEB.ORG/OBERWEILER/
    14
    The books are in care ofbulletMARY E ROWE Telephone no.bullet (847) 277-7443

    Located atbullet330 E MAIN STREET SUITE 204BARRINGTONIL ZIP+4bullet60010
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    JAMES R BARTELL SECRETARY
    0.10     		400 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    SIEGFRIED WEILER PRESIDENT
    0.20     		0 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    ANNA WEILER TREASURER
    0.10     		0 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    RUTH S FLYNN DIRECTOR (UNTIL 4/30/2020)
    0.10     		200 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    RONALD OHLSEN DIRECTOR
    0.10     		400 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    MARTHA HEYLIN DIRECTOR
    0.10     		400 0 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    MARY ROWE VICE PRESIDENT/EXECUTIVE D
    40.00     		154,329 4,630 0
    330 E MAIN STREET STE 204
    BARRINGTON,IL60010
    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 (2020)
    Form 990-PF (2020)
    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
    FISHER INVESTMENTS INVESTMENT ADVISORY FEES 133,685
    ONE LINCOLN CENTRE SUITE 1010
    18W140 BUTTERFIELD
    OAKBROOK TERRACE,IL60181
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    14,333,809
    b
    Average of monthly cash balances.......................
    1b
    200,350
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,534,159
    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
    14,534,159
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    218,012
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,316,147
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    715,807
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    715,807
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    14,124
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,124
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    701,683
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    701,683
    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
    701,683
    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
    711,713
    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
    711,713
    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
    711,713
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 701,683
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 632,047
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 711,713
    a Applied to 2019, but not more than line 2a 632,047
    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 2020 distributable amount..... 79,666
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		622,017
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    A SAFE HAVEN
    2750 ROOSEVELT RD
    CHICAGO,IL60608     		PUBLIC   VETERAN STAND DOWN PROJECT. 12,000
    A SAFE HAVEN
    2750 ROOSEVELT RD
    CHICAGO,IL60608     		PUBLIC   REBUILDING LIVES AND BUSINESSES CAMPAIGN 35,000
    ADVOCATE CHARITABLE FOUNDATION
    3075 HIGHLAND PKWY 600
    DOWNERS GROVE,IL60515     		PUBLIC   CENTER FOR HEALTH AND INTEGRATIVE MEDICINE 15,000
    ALMOST HOME KIDS
    7 S 721 IL-53
    NAPERVILLE,IL60540     		PUBLIC   MEDICAL EDUCATION PROGRAM FINAL PAYMENT 35,000
    BRAVEHEARTS
    7319 MAXON RD
    HARVARD,IL60033     		PUBLIC   COVID 19 DISCRETIONARY GRANT 5,000
    BRAVEHEARTS
    7319 MAXON RD
    HARVARD,IL60033     		PUBLIC   WINDY KNOLL FARMS TRAINING 25,000
    BRAVEHEARTS
    7319 MAXON RD
    HARVARD,IL60033     		PUBLIC   TRAIL TO ZERO PROGRAM 35,000
    BARRINGTON AREA CONSERVATION TRUST
    145 W MAIN ST 201
    BARRINGTON,IL60010     		PUBLIC   FUTURE ENVIRONMENTAL STEWARDS COMMUNITY EDUCATION PROJECT 20,000
    BRUSHWOOD CENTER AT RYERSON WOODS
    21850 N RIVERWOODS ROAD
    RIVERWOODS,IL60015     		PUBLIC   AT EASE PROGRAM ART AND NATURE FOR VETERANS 15,000
    CASA DUPAGE COUNTY
    505 N COUNTY FARM ROAD 3RD FLOOR
    SUITE C
    WHEATON,IL60187     		PUBLIC   PROBATE COURT ASSISTANCE PROGRAM 15,000
    CHICAGO CHILDREN'S ADVOCACY CENTER
    1240 S DAMEN AVE
    CHICAGO,IL60608     		PUBLIC   EDUCATION PREVENTION AND POLICY PROJECT 10,000
    CHICAGO LIGHTS
    126 EAST CHESTNUT STREET
    CHICAGO,IL60611     		PUBLIC   COVID 19 SERVICE MODEL PROJECT. 15,000
    CHILDREN'S HOME AID
    125 SOUTH WACKER DRIVE 14TH FLOOR
    CHICAGO,IL60606     		PUBLIC   GENERAL OPERATING 7,500
    CHILDSERV
    8765 W HIGGINS ROAD STE 450
    CHICAGO,IL60631     		PUBLIC   COVID 19 DISCRETIONARY GRANT 2,500
    CITIZENS FOR CONSERVATION
    PO BOX 435 ATTN SHARON PASCH
    PRESIDENT
    BARRINGTON,IL60010     		PUBLIC   SUMMER INTERNSHIP PROGRAM 20,000
    CODE PLATOON
    125 S CLARK ST 18TH FLOOR
    CHICAGO,IL60603     		PUBLIC   GENERAL OPERATING 5,000
    COMER CHILDREN'S HOSPITAL
    5721 S MARYLAND AVENUE
    CHICAGO,IL60637     		PUBLIC   INTEGRATIVE MEDICINE RESIDENCY PROGRAM, COMPLEMENTARY AND ALTERNATIVE SERVICES AND OUTPATIENT CLINIC 35,000
    ECDYSIS FOUNDATION
    46958 188TH ST ESTELLINE
    ESTELLINE,SD57234     		PUBLIC   HONEY BEE RESEARCH 15,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 E WACKER DRIVE STE 1300
    CHICAGO,IL60601     		PUBLIC   GROUP COLLABORATIVE TECH GRANT FUND COVID 10,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 E WACKER DRIVE STE 1300
    CHICAGO,IL60601     		PUBLIC   COVID 19 DISCRETIONARY GRANT 5,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 E WACKER DRIVE STE 1300
    CHICAGO,IL60601     		PUBLIC   GENERAL OPERATING 20,000
    FOREFRONT (FORMERLY DONOR'S FORUM OF CHICAGO)
    208 S LASALLE 735
    CHICAGO,IL60604     		PUBLIC   GENERAL FUND RAISER ASSESSMENT 300
    FOREST PRESERVE FOUNDATION
    69 WEST WASHINGTON SUITE 2040
    CHICAGO,IL60602     		PUBLIC   SPRING CREEK RESTORATION 15,000
    FRESH START CARING FOR KIDS FOUNDATION
    444 E ALGONQUIN ROAD
    ARLINGTON HEIGHTS,IL60005     		PUBLIC   2020 MEDICAL PROGRAM IN CHICAGO 8,500
    FRIENDS OF THE CHICAGO RIVER
    411 S WELLS ST 800
    CHICAGO,IL60607     		PUBLIC   CHICAGO RIVER SYSTEM LAND USE PLAN 25,000
    GIGI'S PLAYHOUSE
    3948 N LINCOLN AVE
    CHICAGO,IL60613     		PUBLIC   GIGI'S KITCHEN KIDS 17,500
    GREEN CITY MARKET
    2613 W LAWRENCE AVENUE
    CHICAGO,IL60625     		PUBLIC   EMERGENCY COVID 19 SUPPORT -GENERAL OPERATING 10,000
    INFANT WELFARE SOCIATY OF CHICAGO
    3600 W FULLERTON AVE
    CHICAGO,IL60647     		PUBLIC   CHILD -CENTERED HEALTH AND ADVANCED THERAPIES PROGRAM 15,000
    ILLINOIS RESTAURANT ASSOC ED FOUNDATION
    33 W MONROE STE 250
    CHICAGO,IL60603     		PUBLIC   RESTAURANT EMPLOYEE RELIEF FUND 15,000
    INGALLS DEVELOPMENT FOUNDATION
    ONE INGALLS DRIVE
    HARVEY,IL60426     		PUBLIC   INTEGRATIVE WELLNESS ONCOLOGY PROGRAM 25,000
    IPM INSTITUTE OF NORTH AMERICA
    211 S PATERSON ST 380
    MADISON,WI53703     		PUBLIC   CHCIAGO GROWS GREEN WEEK SPONSORSHIP 15,313
    JOURNEYCARE
    800 W CENTRAL RD
    ARLINGTON HEIGHTS,IL60005     		PUBLIC   HOPE CENTER SERVICES PROJECT 5,000
    KIDS ABOVE ALL
    8765 W HIGGINS ROAD STE 450
    CHICAGO,IL60631     		PUBLIC   P90 PROGRAM COVID CRISIS. 10,000
    MAKING KANE COUNTY FIT FOR KIDS
    1240 N HIGHLAND AVENUE STE 24
    AURORA,IL60506     		PUBLIC   TOWER GARDENS AND STATIONARY BIKES 6,000
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN COURT
    GENEVA,IL60134     		PUBLIC   COVID 19 DISCRETIONARY GRANT 10,000
    OAK-LEYDEN DEVELOPMENTAL SERVICES
    411 CHICAGO AVE
    OAK PARK,IL60302     		PUBLIC   GENERAL OPERATING 5,000
    OPERATING WARM
    6 DICKINSON DRIVE SUITE 314
    CHADDS FORD,PA19317     		PUBLIC   LAKE ZURICH AREA COATS FOR KIDS PROGRAM 5,000
    PLAY FOR ALL PAYGROUND & GARDEN FOUNDATION
    855 W PRAIRIE AVE
    WHEATON,IL60187     		PUBLIC   GENERAL OPERATING GRANT - FUN RUN IN COLOR 2,500
    SALUTE INC
    14 NORTH BOTHWELL
    PALATINE,IL60067     		PUBLIC   GENERAL OPERATING EMERGENCY ASSISTANCE 15,000
    ST COLETTA'S
    18350 CROSSING DRIVE
    TINLEY PARK,IL60487     		PUBLIC   KENNEDY SCHOOL 5,000
    THE NATURE CONSERVANCY
    8 S MICHIGAN AVE
    CHICAGO,IL60603     		PUBLIC   VOLUNTEER STEWARDSHIP NETWORK YR2 15,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD 1015
    CHICAGO,IL60604     		PUBLIC   COVID 19 DISCRETIONARY GRANT 5,000
    THE WOMEN'S TREATMENT CENTER
    140 N ASHLAND AVENUE
    CHICAGO,IL60607     		PUBLIC   FRESH START PROJECT 20,000
    VETERANS RESTORATIVE PROJECT
    237 E DELAWARE PLACE 6B
    CHICAGO,IL60611     		PUBLIC   I REST PROGRAM 10,000
    Total .................................bullet 3a 617,113
    bApproved for future payment
    COMER CHILDREN'S HOSPITAL
    5721 S MARYLAND AVENUE
    CHICAGO,IL60637     		PUBLIC   INTEGRATIVE MEDICINE RESIDENCY PROGRAM, COMPLEMENTARY AND ALTERNATIVE SERVICES AND OUTPATIENT CLINIC 35,000
    COMER CHILDREN'S HOSPITAL
    5721 S MARYLAND AVENUE
    CHICAGO,IL60637     		PUBLIC   INTEGRATIVE MEDICINE RESIDENCY PROGRAM, COMPLEMENTARY AND ALTERNATIVE SERVICES AND OUTPATIENT CLINIC 35,000
    FRIENDS OF THE CHICAGO RIVER
    411 S WELLS ST 800
    CHICAGO,IL60607     		PUBLIC   CHICAGO RIVER SYSTEM LAND USE PLAN 25,000
    Total .................................bullet 3b 95,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 254,594  
    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 1,750  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,013,580  
    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 1,269,924 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,269,924
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,500 11,500   0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category Amount
    NONE 0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    25,000 SHARES HGR LIQUIDATING TRUST FMV 79,838 53,250
    31,285.70 SHARES KBS REIT III FMV 314,978 336,008
    23,923.445 SHARES CION INVESTMENT CORP FMV 250,000 181,818
    5,925 SHARES KKR CAPITAL CORP II FMV 250,000 97,170
    25,000 SHARES RESOURCE REAL ESTATE OPPORTUNITY REIT II INC FMV 250,000 227,000
    25,252.525 SHARES HMS INCOME FUND INC FMV 250,000 179,293
    6240 SHARES ABB LTD ADR FMV 150,017 174,470
    1,286 SHARES ABBOTT LABS FMV 120,633 140,804
    969 SHARES ADOBE INC FMV 291,429 484,616
    1,320 SHARES ADVANCED MICRO DEVICES INC FMV 58,934 121,057
    1,527 SHARES ALIBABA GROUP HLDG LTD ADR FMV 253,669 355,379
    282 SHARES ALPHABET INC CLASS A FMV 281,193 494,244
    281 SHARES AMAZON COM INC COM FMV 357,599 915,197
    3117 SHARES AMERICAN EXPRESS CO FMV 287,664 376,876
    1494 SHARES ANHEUSER BUSCH INBEV SA/NV ADR FMV 163,900 104,446
    9712 SHARES APPLE INC FMV 382,478 1,288,685
    518 SHARES ASML HOLDING N V NYS FMV 101,980 252,639
    18046 SHARES BANCO BILBAO VIZCAYA ARGEN ADR FMV 107,242 89,147
    23689 SHARES BANCO SANTANDER SA ADR FMV 144,596 72,251
    2744 SHARES BHP GROUP PLC SPONSORED AD ADR FMV 121,359 145,514
    4450 SHARES BNP PARIBAS ADR FMV 164,941 118,415
    1674 SHARES BP PLC SPONSORED ADR ADR FMV 77,879 34,350
    1000 SHARES CATERPILLAR INC DEL FMV 125,941 182,020
    1212 SHARES CHEVRON CORP NEW FMV 137,206 102,353
    2,373 SHARES CISCO SYS INC FMV 113,848 106,192
    835 SHARES CONOCOPHILLIPS FMV 55,908 33,392
    682 SHARES COSTCO WHSL CORP NEW FMV 141,906 256,964
    864 SHARES CROWN CASTLE INTL CORP REIT FMV 140,576 137,541
    882 SHARES CSX CORP FMV 60,251 80,042
    363 DANAHER CORP FMV 59,426 80,637
    828 SHARES EXXON MOBIL CORP FMV 70,523 34,130
    694 SHARES FACEBOOK INC CL A FMV 148,317 189,573
    4657 SHARES FANUC CORPORATION ADR FMV 108,590 114,981
    6778 SHARES FREEPORT-MCMORAN INC FMV 122,948 176,364
    1061 SHARES HESS CORP FMV 53,934 56,010
    1050 SHARES HOME DEPOT INC FMV 206,745 278,901
    8693 SHARES ING GROEP N.V. ADR FMV 141,084 82,062
    4793 SHARES INTEL CORP FMV 171,405 238,787
    7092 SHARES INTESA SANPAOLO S P A ADR FMV 109,308 100,352
    101 SHARES INTUITIVE SURGICAL INC NEW FMV 58,994 82,628
    1333 SHARES JPMORGAN CHASE & CO FMV 137,954 169,384
    300 SHARES LAM RESEARCH CORP FMV 83,065 141,681
    2815 SHARES L OREAL CO ADR FMV 116,396 214,362
    2842 SHARES LVMH MOET HENNESSY LOU VUI ADR FMV 159,433 354,483
    450 SHARES MASTERCARD INC CL A FMV 153,771 160,623
    673 SHARES MEDTRONIC PLC FMV 58,241 78,835
    3623 SHARES MICROSOFT CORP FMV 306,511 805,828
    7713 SHARES MURATA MFG CO LTD ADR FMV 106,178 174,738
    667 SHARES NESTLE S A ADR FMV 58,029 78,573
    693 SHARES NETFLIX INC COM FMV 240,833 374,726
    2264 SHARES NEXTERA ENERGY INC COM FMV 134,105 174,668
    592 SHARES NIKE INC CL B FMV 61,263 83,750
    2616 SHARES ORACLE CORP FMV 107,921 169,229
    1675 SHARES PAYPAL HLDGS INC FMV 204,078 392,285
    1149 SHARES RAYTHEON TECHNOLOGIES CORP FMV 82,368 82,165
    2108 SHARES RIO TINTO PLC ADR FMV 116,965 158,564
    3129 SHARES ROYAL DUTCH SHELL PLC ADR FMV 210,826 109,953
    2060 SHARES SALESFORCE COM INC FMV 341,686 458,412
    1614 SHARES SAP SE SPON ADR FMV 150,974 210,449
    2652 SHARES SCHLUMBERGER LTD FMV 138,694 57,893
    2684 SHARES SIEMENS A G ADR FMV 174,498 192,684
    1479 SHARES STARBUCKS CORP FMV 119,776 158,223
    274 SHARLES STRYKER CORP FMV 59,686 67,141
    1198 SHARES TAIWAN SEMICONDUCTOR MFG L ADR FMV 39,181 130,630
    6267 SHARES TENCENT HLDGS LTD ADR ADR FMV 254,220 450,535
    358 SHARES THERMO FISHER SCIENTIFIC INC FMV 110,890 166,749
    1510 SHARES TOKYO ELECTRON LTD ADR ADR FMV 78,170 141,318
    4044 SHARES TOTAL S.A. ADR FMV 258,325 169,484
    1100 SHARES TOYOTA MOTOR CORP NEW JAPAN FMV 139,731 170,027
    367 SHARES UNION PAC CORP FMV 60,669 76,417
    553 SHARES UNITED TECHNOLOGIES CORP FMV 159,888 193,926
    3605 SHARES VISA INC FMV 373,317 788,522
    2011 SHARES WALMART INC FMV 158,696 289,886
    1684 SHARES WALT DISNEY CO(HOLDING CO) FMV 177,207 305,107
    880 SHARES 3M CO FMV 134,626 153,817

    TY 2020 LegalFeesSchedule
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 328 164   164


    TY 2020 OtherExpensesSchedule
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFORMATION SYSTEMS 1,259 630   629
    INSURANCE 1,525 762   763
    INVESTMENT EXPENSES 136,188 136,188   0
    OFFICE SUPPLIES 319 159   160
    POSTAGE AND DELIVERY 106 53   53
    MEMBERSHIP DUES 850 0   850
    SUPPLIES 76 38   38
    INFORMATION SYSTEMS 117 58   59
    ONLINE COMMUNICATIONS 152 76   76


    TY 2020 OtherIncomeSchedule2
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,000 0 1,000
    NONDIVIDEND INCOME - UBS 750 0 750


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADP PAYROLL SERVICE FEES 1,884 942   942
    DUE AND SUBSCRIPTIONS 750 0   750


    TY 2020 TaxesSchedule
    Name:
    OBERWEILER FOUNDATION
    EIN:
    36-4376705
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 11,410 11,410   0
    LISCENSES, FEES, AND PERMITS 25 0   25
    EXCISE TAX PAYMENTS NET 10,500 0   0
    PAYROLL TAXES 10,775 5,387   5,388