Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WILLIAM AND EVELYN FUCHS
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1900 S HIGHLAND AVE SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOMBARD, IL60148
A Employer identification number

47-2272274
B Telephone number (see instructions)

(630) 873-8500
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,191,841J 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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 127 127  
4 Dividends and interest from securities... 229,642 229,642  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
318,830
b Gross sales price for all assets on line 6a 3,591,730
7 Capital gain net income (from Part IV, line 2)...  
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........ 648,599 229,769  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,000     15,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,138     10,138
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
92,066 64,566   27,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,736 1,721   15
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,453     2,453
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,393 66,287   55,106
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 521,393 66,287   455,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 127,206
b Net investment income (if negative, enter -0-) 163,482
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 60,883 74,078 74,078
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 8,420,624 Click to see attachment
List of Attached Documents:
// Content
9,117,763 		9,117,763
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,481,507 9,191,841 9,191,841
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,481,507 9,191,841
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 8,481,507 9,191,841
30 Total liabilities and net assets/fund balances (see instructions). 8,481,507 9,191,841
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
8,481,507
2
Enter amount from Part I, line 27a .....................
2
127,206
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
583,128
4
Add lines 1, 2, and 3 ..........................
4
9,191,841
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,191,841
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
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
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
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  
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
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 right arrow 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) 1 2,272
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 2,272
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,272
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,040
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 232
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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
 
 
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowNA
14
The books are in care ofright arrowJEFFREY A BROWN Telephone no.right arrow (630) 873-8500

Located atright arrow695 PLUMTREE ROADOAK BROOKIL ZIP+4right arrow60137
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
MARK LEVY PRESIDENT
000.00 		0 0 0
1900 S HJIGHLAND AVE
SUITE 106
LOMBARD,IL60148
JEFFREY A BROWN VP & TREASUR
000.00 		0 0 0
695 PLUMTREE ROAD
OAK BROOK,IL60137
CHARLES P HAMMERSMITH JR SECRETARY
000.00 		0 0 0
400 W FIRST STREET
ELMHURST,IL60126
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 EDUCATION SIX ORGANIZATIONS 165,000
2 MEDICAL RESEARCH TWO ORGANIZATION 150,000
3 MENTAL HEALTH ONE ORGANIZATION 50,000
4 ANIMAL WELFARE TWO ORGANIZATIONS 24,500
Part VIII-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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
8,017,486
b
Average of monthly cash balances.......................
1b
134,126
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,151,612
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,151,612
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,274
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,029,338
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
401,467
Part X
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 IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
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
455,106
b
Program-related investments—total from Part VIII-B..................
1b
 
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 XII, line 4. .......
4
455,106
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 455,106
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus 455,106
5 Excess distributions carryover applied to 2023.    
(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 5 455,106
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
0       0
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		455,106 454,391 334,534 178,738 1,422,769
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 .... 		455,106 454,391 334,534 178,738 1,422,769
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......     9,990,204 2,518,124 12,508,328
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		     9,990,204 2,518,124 12,508,328
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		267,645 267,645 177,587 65,421 778,298
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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARK LEVY
1900 S HIGHLAND AVE STE 100
LOMBARD,IL60148
(630) 873-5000
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

CHILD'S VOICE SCHOOL

180 HANSEN COURT
WOOD DALE,IL60191 		NONE 501(C)3 GENERAL 35,000

COLLEGE OF DUPAGE FOUNDATION

425 FAWELL BLVD
GLEN ELLYN,IL60137 		NONE 501(C)3 EDUCATION 4,500

COUNTRYSIDE FOOD PANTRY

PO BOX 654
ELBURN,IL60119 		NONE 501(C)3 GENERAL 2,000

ELMHURST YORKFIELD FOOD PANTRY

1083 S YORK ROAD
ELMHURST,IL60126 		NONE 501(C)3 GENERAL 2,000

HANOVER TOWNSHIP FOUNDATION

7431 ASTOR AVENUE
HANOVER PARK,IL60133 		NONE 501(C)3 GENERAL 2,000

NAMI DUPAGE COUNTY

115 N COUNTY FARM ROAD
WHEATON,IL60187 		NONE 501(C)3 GENERAL 50,000

OPEN BOOKS

651 WEST LAKE STREET
CHICAGO,IL60661 		NONE 501(C)3 GENERAL 50,000

ROBERT SHIELDS MEMORIAL SCHOLARSHIP
FOUNDATION
775 GASSLIGHT CT
ALGONQUIN,IL60102 		NONE 501((C)3 EDUCATION 20,000

SOUTH ELGIN FOOD PANTRY

400 W SPRINGS RD
SOUTH ELGIN,IL60177 		NONE 501(C)3 GENERAL 2,000

UNIVERSITY OF CHICAGO CANCER
RESEARCH FOUNDATION
5841 S MARYLAND AVE
MC 1140
CHICAGO,IL60637 		NONE 501(C)3 CANCER RESEARCH 130,000

WEST SUBURBAN HUMANE SOCIETY

1901 W OGDEN AVE
DOWNERS GROVE,IL60515 		NONE 501(C)3 GENERAL 14,500

ZION LUTHERAN CHURCH

330 GRISWALD SY
ELGIN,IL60123 		NONE 501(C)3 GENERAL 2,000

CARLOS G BIANCIOTTO RESTOBLASTOMA
RESEARCH FOUNDATION
PO BOX 832
PHILADELPHIA,PA19105 		NONE 501(C)3 CANCER RESEARCH 20,000

MONTINI CATHOLIC HIGH SCHOOL

19W070 16TH STREET
LOMBARD,IL60148 		NONE 501(C)3 EDUCATION 5,000

CIVIC LEADERSHIP FOUNDATION

1440 W TAYLOR ST 1654
CHICAGO,IL60607 		NONE 501(C)3 GENERAL 20,000

NATIONAL LEWIS UNIVERSITY

122 S MICHIGAN AVE
CHICAGO,IL60603 		NONE 501(C)3 GENERAL 21,000

TIMOTHY CHRTISTIAN SCHOOL

188 WEST BUTTERFIELD ROAD
ELMHURST,IL60126 		NONE 501(C)3 EDUCATION 10,000

BARNEY'S FRIENDS

3785 BORDEAUX DR
HOFFMAN ESTATES,IL60192 		NONE 501(C)3 GENERAL 10,000
Total .................................right arrow 3a 400,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		        127
4 Dividends and interest from securities ....     18 229,642  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        318,830
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) ..   229,642 318,957
13Total. Add line 12, columns (b), (d), and (e)..................
13
548,599
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 10,138     10,138

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
DFA EMERGING MARKETS CORE EQUITY I 2015-07 PURCHASE 2023-06   631 560     71  
DFA EMERGING MARKETS CORE EQUITY I 2015-07 PURCHASE 2023-06   13,656 11,636     2,020  
DFA EMERGING MARKETS CORE EQUITY I 2015-09 PURCHASE 2023-06   14,497 11,270     3,227  
DFA EMERGING MARKETS CORE EQUITY I 2015-10 PURCHASE 2023-06   8,038 6,568     1,470  
DFA EMERGING MARKETS CORE EQUITY I 2015-12 PURCHASE 2023-06   3,955 2,942     1,013  
DFA EMERGING MARKETS CORE EQUITY I 2016-01 PURCHASE 2023-06   1,599 1,102     497  
DFA EMERGING MARKETS CORE EQUITY I 2016-10 PURCHASE 2023-06   17,689 15,323     2,366  
DFA EMERGING MARKETS CORE EQUITY I 2016-11 PURCHASE 2023-06   19,997 16,236     3,761  
DFA EMERGING MARKETS CORE EQUITY I 2016-12 PURCHASE 2023-06   16,755 13,683     3,072  
DFA EMERGING MARKETS CORE EQUITY I 2017-01 PURCHASE 2023-06   32,797 28,023     4,774  
DFA EMERGING MARKETS CORE EQUITY I 2017-02 PURCHASE 2023-06   28,289 25,722     2,567  
DFA EMERGING MARKETS CORE EQUITY I 2017-03 PURCHASE 2023-06   30,017 27,676     2,341  
DFA EMERGING MARKETS CORE EQUITY I 2018-08 PURCHASE 2023-06   20,551 20,036     515  
DFA EMERGING MARKETS CORE EQUITY I 2018-09 PURCHASE 2023-06   23,892 23,192     700  
DFA EMERGING MARKETS CORE EQUITY I 2018-10 PURCHASE 2023-06   4,612 4,313     299  
DFA EMERGING MARKETS CORE EQUITY I 2018-12 PURCHASE 2023-06   4,181 3,709     472  
DFA EMERGING MARKETS CORE EQUITY I 2019-08 PURCHASE 2023-06   38,120 34,751     3,369  
DFA EMERGING MARKETS CORE EQUITY I 2020-03 PURCHASE 2023-06   1,973 1,845     128  
DFA EMERGING MARKETS CORE EQUITY I 2020-03 PURCHASE 2023-06   12,665 10,726     1,939  
DFA EMERGING MARKETS CORE EQUITY I 2020-03 PURCHASE 2023-06   4,350 3,509     841  
DFA EMERGING MARKETS CORE EQUITY I 2020-03 PURCHASE 2023-06   15,465 11,482     3,983  
DFA EMERGING MARKETS CORE EQUITY I 2020-03 PURCHASE 2023-06   12,231 9,000     3,231  
DFA EMERGING MARKETS CORE EQUITY I 2020-07 PURCHASE 2023-06   8,364 7,811     553  
DFA EMERGING MARKETS CORE EQUITY I 2020-08 PURCHASE 2023-06   17,780 17,234     546  
DFA EMERGING MARKETS CORE EQUITY I 2020-09 PURCHASE 2023-06   9,378 9,183     195  
DFA EMERGING MARKETS CORE EQUITY I 2021-09 PURCHASE 2023-06   38,082 46,037     -7,955  
DFA EMERGING MARKETS CORE EQUITY I 2021-10 PURCHASE 2023-06   21,145 25,682     -4,537  
DFA EMERGING MARKETS CORE EQUITY I 2021-11 PURCHASE 2023-06   59,397 70,709     -11,312  
DFA EMERGING MARKETS CORE EQUITY I 2021-12 PURCHASE 2023-06   90,653 106,676     -16,023  
DFA EMERGING MARKETS CORE EQUITY I 2022-01 PURCHASE 2023-06   8,653 10,121     -1,468  
DFA US TARGETED VALUE I 2015-07 PURCHASE 2023-02   4,412 3,335     1,077  
DFA US TARGETED VALUE I 2015-09 PURCHASE 2023-02   14,671 10,718     3,953  
DFA US TARGETED VALUE I 2015-10 PURCHASE 2023-02   12,645 9,298     3,347  
DFA US TARGETED VALUE I 2015-12 PURCHASE 2023-02   4,353 2,908     1,445  
DFA US TARGETED VALUE I 2016-01 PURCHASE 2023-02   3,871 2,395     1,476  
DFA US TARGETED VALUE I 2018-12 PURCHASE 2023-02   22,304 14,945     7,359  
DFA US TARGETED VALUE I 2020-03 PURCHASE 2023-02   6,614 4,459     2,155  
DFA US TARGETED VALUE I 2020-03 PURCHASE 2023-02   38,249 19,937     18,312  
DFA US TARGETED VALUE I 2020-05 PURCHASE 2023-02   7,281 3,820     3,461  
DFA US TARGETED VALUE I 2020-07 PURCHASE 2023-02   3,083 1,715     1,368  
DFA US TARGETED VALUE I 2020-07 PURCHASE 2023-02   45,158 25,732     19,426  
DFA US TARGETED VALUE I 2020-08 PURCHASE 2023-02   6,403 4,177     2,226  
DFA US TARGETED VALUE I 2020-09 PURCHASE 2023-02   29,582 18,736     10,846  
DFA US TARGETED VALUE I 2021-11 PURCHASE 2023-02   58,868 66,329     -7,461  
DFA INTERNATIONAL CORE EQUITY I 2015-03 PURCHASE 2023-02   5,239 4,522     717  
DFA INTERNATIONAL CORE EQUITY I 2015-07 PURCHASE 2023-02   3,500 3,023     477  
DFA INTERNATIONAL CORE EQUITY I 2015-07 PURCHASE 2023-02   21,338 18,194     3,144  
DFA INTERNATIONAL CORE EQUITY I 2015-09 PURCHASE 2023-02   21,271 17,058     4,213  
DFA INTERNATIONAL CORE EQUITY I 2015-10 PURCHASE 2023-02   14,991 12,293     2,698  
DFA INTERNATIONAL CORE EQUITY I 2015-12 PURCHASE 2023-02   1,639 1,281     358  
DFA INTERNATIONAL CORE EQUITY I 2016-01 PURCHASE 2023-02   2,017 1,494     523  
DFA INTERNATIONAL CORE EQUITY I 2016-07 PURCHASE 2023-02   958 738     220  
DFA INTERNATIONAL CORE EQUITY I 2016-10 PURCHASE 2023-02   30,440 24,517     5,923  
DFA INTERNATIONAL CORE EQUITY I 2016-11 PURCHASE 2023-02   31,289 24,853     6,436  
DFA INTERNATIONAL CORE EQUITY I 2016-12 PURCHASE 2023-02   24,670 19,887     4,783  
DFA INTERNATIONAL CORE EQUITY I 2017-01 PURCHASE 2023-02   52,484 43,913     8,571  
DFA INTERNATIONAL CORE EQUITY I 2017-02 PURCHASE 2023-02   51,567 44,257     7,310  
DFA INTERNATIONAL CORE EQUITY I 2017-03 PURCHASE 2023-02   23,681 20,521     3,160  
DFA INTERNATIONAL CORE EQUITY I 2017-04 PURCHASE 2023-02   36,714 31,688     5,026  
DFA INTERNATIONAL CORE EQUITY I 2017-08 PURCHASE 2023-02   6,087 5,711     376  
DFA INTERNATIONAL CORE EQUITY I 2018-08 PURCHASE 2023-02   38,087 35,758     2,329  
DFA INTERNATIONAL CORE EQUITY I 2018-09 PURCHASE 2023-02   18,279 17,504     775  
DFA INTERNATIONAL CORE EQUITY I 2018-12 PURCHASE 2023-02   24,049 18,885     5,164  
DFA INTERNATIONAL CORE EQUITY I 2019-08 PURCHASE 2023-02   24,536 20,955     3,581  
DFA INTERNATIONAL CORE EQUITY I 2020-03 PURCHASE 2023-02   551 465     86  
DFA INTERNATIONAL CORE EQUITY I 2020-03 PURCHASE 2023-02   30,096 22,567     7,529  
DFA INTERNATIONAL CORE EQUITY I 2020-03 PURCHASE 2023-02   9,205 6,442     2,763  
DFA INTERNATIONAL CORE EQUITY I 2020-03 PURCHASE 2023-02   40,059 26,001     14,058  
DFA INTERNATIONAL CORE EQUITY I 2020-07 PURCHASE 2023-02   30,444 25,155     5,289  
DFA INTERNATIONAL CORE EQUITY I 2020-08 PURCHASE 2023-02   21,378 18,882     2,496  
DFA INTERNATIONAL CORE EQUITY I 2020-09 PURCHASE 2023-02   13,665 12,193     1,472  
DFA INTERNATIONAL CORE EQUITY I 2021-10 PURCHASE 2023-02   12,954 14,196     -1,242  
DFA INTERNATIONAL CORE EQUITY I 2021-10 PURCHASE 2023-02   33,825 38,573     -4,748  
DFA INTERNATIONAL CORE EQUITY I 2021-11 PURCHASE 2023-02   85,604 96,133     -10,529  
DFA INTERNATIONAL CORE EQUITY I 2021-12 PURCHASE 2023-02   23,515 26,015     -2,500  
DFA INTERNATIONAL CORE EQUITY I 2022-01 PURCHASE 2023-02   27,481 29,658     -2,177  
DFA INTERNATIONAL REAL ESTATE SEC I 2015-09 PURCHASE 2023-06   3,403 4,619     -1,216  
DFA INTERNATIONAL REAL ESTATE SEC I 2016-01 PURCHASE 2023-06   612 795     -183  
DFA INTERNATIONAL REAL ESTATE SEC I 2016-10 PURCHASE 2023-06   4,698 6,686     -1,988  
DFA INTERNATIONAL REAL ESTATE SEC I 2016-11 PURCHASE 2023-06   5,150 6,989     -1,839  
DFA INTERNATIONAL REAL ESTATE SEC I 2016-12 PURCHASE 2023-06   5,360 6,700     -1,340  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-01 PURCHASE 2023-06   9,167 11,962     -2,795  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-02 PURCHASE 2023-06   9,261 12,289     -3,028  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-03 PURCHASE 2023-06   9,959 13,105     -3,146  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-04 PURCHASE 2023-06   3,833 5,254     -1,421  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-06 PURCHASE 2023-06   3,069 4,317     -1,248  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-07 PURCHASE 2023-06   1,913 2,686     -773  
DFA INTERNATIONAL REAL ESTATE SEC I 2017-11 PURCHASE 2023-06   1,940 2,723     -783  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-01 PURCHASE 2023-06   1,819 2,703     -884  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-05 PURCHASE 2023-06   1,271 1,809     -538  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-07 PURCHASE 2023-06   689 979     -290  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-08 PURCHASE 2023-06   6,887 9,593     -2,706  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-09 PURCHASE 2023-06   6,516 9,130     -2,614  
DFA INTERNATIONAL REAL ESTATE SEC I 2018-12 PURCHASE 2023-06   4,672 5,789     -1,117  
DFA INTERNATIONAL REAL ESTATE SEC I 2019-09 PURCHASE 2023-06   1,142 1,669     -527  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-03 PURCHASE 2023-06   12,220 14,536     -2,316  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-03 PURCHASE 2023-06   11,136 10,341     795  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-03 PURCHASE 2023-06   10,865 8,537     2,328  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-07 PURCHASE 2023-06   7,350 7,653     -303  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-08 PURCHASE 2023-06   6,420 6,931     -511  
DFA INTERNATIONAL REAL ESTATE SEC I 2020-09 PURCHASE 2023-06   3,020 3,277     -257  
DFA INTERNATIONAL REAL ESTATE SEC I 2021-10 PURCHASE 2023-06   1,206 1,677     -471  
DFA INTERNATIONAL REAL ESTATE SEC I 2021-11 PURCHASE 2023-06   26,030 35,612     -9,582  
DFA INTERNATIONAL REAL ESTATE SEC I 2021-12 PURCHASE 2023-06   4,425 5,568     -1,143  
DFA INTERNATIONAL REAL ESTATE SEC I 2021-12 PURCHASE 2023-06   9,490 12,097     -2,607  
DFA INTERNATIONAL REAL ESTATE SEC I 2022-01 PURCHASE 2023-06   11,060 13,582     -2,522  
DFA US CORE EQUITY 2 I 2015-03 PURCHASE 2023-02   8,932 5,534     3,398  
DFA US CORE EQUITY 2 I 2015-07 PURCHASE 2023-02   16,004 10,017     5,987  
DFA US CORE EQUITY 2 I 2015-07 PURCHASE 2023-02   35,752 22,251     13,501  
DFA US CORE EQUITY 2 I 2015-09 PURCHASE 2023-02   33,452 19,811     13,641  
DFA US CORE EQUITY 2 I 2015-10 PURCHASE 2023-02   27,643 16,477     11,166  
DFA US CORE EQUITY 2 I 2016-01 PURCHASE 2023-02   7,371 3,944     3,427  
DFA US CORE EQUITY 2 I 2018-07 PURCHASE 2023-02   33,093 26,178     6,915  
DFA US CORE EQUITY 2 I 2018-12 PURCHASE 2023-02   40,014 26,587     13,427  
DFA US CORE EQUITY 2 I 2020-03 PURCHASE 2023-02   20,661 13,504     7,157  
DFA US CORE EQUITY 2 I 2020-07 PURCHASE 2023-02   48,874 36,810     12,064  
DFA US CORE EQUITY 2 I 2020-08 PURCHASE 2023-02   29,299 24,101     5,198  
DFA US CORE EQUITY 2 I 2020-09 PURCHASE 2023-02   28,976 23,662     5,314  
DFA US CORE EQUITY 2 I 2021-11 PURCHASE 2023-02   80,581 96,177     -15,596  
DFA REAL ESTATE SECURITIES I 2015-04 PURCHASE 2023-06   363 338     25  
DFA REAL ESTATE SECURITIES I 2015-05 PURCHASE 2023-06   1,431 1,321     110  
DFA REAL ESTATE SECURITIES I 2015-06 PURCHASE 2023-06   1,496 1,339     157  
DFA REAL ESTATE SECURITIES I 2015-07 PURCHASE 2023-06   3,658 3,271     387  
DFA REAL ESTATE SECURITIES I 2015-07 PURCHASE 2023-06   5,245 4,712     533  
DFA REAL ESTATE SECURITIES I 2015-09 PURCHASE 2023-06   4,922 4,247     675  
DFA REAL ESTATE SECURITIES I 2015-10 PURCHASE 2023-06   2,845 2,611     234  
DFA REAL ESTATE SECURITIES I 2016-10 PURCHASE 2023-06   7,234 6,826     408  
DFA REAL ESTATE SECURITIES I 2016-11 PURCHASE 2023-06   7,264 6,783     481  
DFA REAL ESTATE SECURITIES I 2016-12 PURCHASE 2023-06   7,138 6,763     375  
DFA REAL ESTATE SECURITIES I 2017-01 PURCHASE 2023-06   4,551 4,426     125  
DFA REAL ESTATE SECURITIES I 2017-02 PURCHASE 2023-06   13,874 13,455     419  
DFA REAL ESTATE SECURITIES I 2017-03 PURCHASE 2023-06   15,013 14,422     591  
DFA REAL ESTATE SECURITIES I 2017-06 PURCHASE 2023-06   7,916 7,668     248  
DFA REAL ESTATE SECURITIES I 2017-10 PURCHASE 2023-06   3,551 3,521     30  
DFA REAL ESTATE SECURITIES I 2017-10 PURCHASE 2023-06   10,990 10,981     9  
DFA REAL ESTATE SECURITIES I 2017-11 PURCHASE 2023-06   3,170 3,199     -29  
DFA REAL ESTATE SECURITIES I 2018-01 PURCHASE 2023-06   11,263 11,046     217  
DFA REAL ESTATE SECURITIES I 2018-01 PURCHASE 2023-06   1,703 1,644     59  
DFA REAL ESTATE SECURITIES I 2018-01 PURCHASE 2023-06   10,913 10,413     500  
DFA REAL ESTATE SECURITIES I 2018-05 PURCHASE 2023-06   2,558 2,352     206  
DFA REAL ESTATE SECURITIES I 2018-07 PURCHASE 2023-06   10,693 10,376     317  
DFA REAL ESTATE SECURITIES I 2018-08 PURCHASE 2023-06   6,217 6,222     -5  
DFA REAL ESTATE SECURITIES I 2020-03 PURCHASE 2023-06   3,143 3,200     -57  
DFA REAL ESTATE SECURITIES I 2020-03 PURCHASE 2023-06   15,265 13,324     1,941  
DFA REAL ESTATE SECURITIES I 2020-07 PURCHASE 2023-06   12,072 11,701     371  
DFA REAL ESTATE SECURITIES I 2020-08 PURCHASE 2023-06   7,469 7,565     -96  
DFA REAL ESTATE SECURITIES I 2020-09 PURCHASE 2023-06   4,473 4,593     -120  
DFA REAL ESTATE SECURITIES I 2021-11 PURCHASE 2023-06   17,208 23,857     -6,649  
DFA REAL ESTATE SECURITIES I 2021-12 PURCHASE 2023-06   14,618 20,451     -5,833  
DFA REAL ESTATE SECURITIES I 2022-01 PURCHASE 2023-06   20,598 27,170     -6,572  
DFA INTL HI RELATV PROFITABILITY INS 2017-12 PURCHASE 2023-06   6,008 5,484     524  
DFA INTL HI RELATV PROFITABILITY INS 2018-07 PURCHASE 2023-06   18,259 16,559     1,700  
DFA INTL HI RELATV PROFITABILITY INS 2018-08 PURCHASE 2023-06   20,368 17,754     2,614  
DFA INTL HI RELATV PROFITABILITY INS 2018-08 PURCHASE 2023-06   1,358 1,234     124  
DFA INTL HI RELATV PROFITABILITY INS 2018-09 PURCHASE 2023-06   18,821 16,689     2,132  
DFA INTL HI RELATV PROFITABILITY INS 2018-12 PURCHASE 2023-06   8,234 6,155     2,079  
DFA INTL HI RELATV PROFITABILITY INS 2019-08 PURCHASE 2023-06   17,450 14,756     2,694  
DFA INTL HI RELATV PROFITABILITY INS 2019-10 PURCHASE 2023-06   1,945 1,713     232  
DFA INTL HI RELATV PROFITABILITY INS 2020-03 PURCHASE 2023-06   8,468 6,564     1,904  
DFA INTL HI RELATV PROFITABILITY INS 2020-03 PURCHASE 2023-06   7,932 5,829     2,103  
DFA INTL HI RELATV PROFITABILITY INS 2020-03 PURCHASE 2023-06   15,281 10,512     4,769  
DFA INTL HI RELATV PROFITABILITY INS 2020-03 PURCHASE 2023-06   133,515 97,000     36,515  
DFA INTL HI RELATV PROFITABILITY INS 2020-07 PURCHASE 2023-06   12,928 11,399     1,529  
DFA INTL HI RELATV PROFITABILITY INS 2020-08 PURCHASE 2023-06   11,273 10,545     728  
DFA INTL HI RELATV PROFITABILITY INS 2020-09 PURCHASE 2023-06   6,162 5,826     336  
DFA INTL HI RELATV PROFITABILITY INS 2021-10 PURCHASE 2023-06   20,363 23,506     -3,143  
DFA INTL HI RELATV PROFITABILITY INS 2021-11 PURCHASE 2023-06   36,011 41,630     -5,619  
DFA INTL HI RELATV PROFITABILITY INS 2021-12 PURCHASE 2023-06   10,872 12,404     -1,532  
DFA INTL HI RELATV PROFITABILITY INS 2022-01 PURCHASE 2023-06   24,542 26,642     -2,100  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-03 PURCHASE 2023-02   2,275 2,261     14  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-04 PURCHASE 2023-02   2,308 2,339     -31  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-07 PURCHASE 2023-02   169 172     -3  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-07 PURCHASE 2023-02   9,030 9,075     -45  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-09 PURCHASE 2023-02   8,308 8,005     303  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-10 PURCHASE 2023-02   6,245 6,161     84  
DFA INTERNATIONAL SMALL CAP VALUE I 2015-12 PURCHASE 2023-02   1,658 1,523     135  
DFA INTERNATIONAL SMALL CAP VALUE I 2016-10 PURCHASE 2023-02   12,670 12,258     412  
DFA INTERNATIONAL SMALL CAP VALUE I 2016-11 PURCHASE 2023-02   12,845 12,338     507  
DFA INTERNATIONAL SMALL CAP VALUE I 2016-12 PURCHASE 2023-02   11,404 10,754     650  
DFA INTERNATIONAL SMALL CAP VALUE I 2017-01 PURCHASE 2023-02   22,181 21,815     366  
DFA INTERNATIONAL SMALL CAP VALUE I 2017-02 PURCHASE 2023-02   2,986 3,050     -64  
DFA INTERNATIONAL SMALL CAP VALUE I 2017-03 PURCHASE 2023-02   22,885 23,342     -457  
DFA INTERNATIONAL SMALL CAP VALUE I 2017-04 PURCHASE 2023-02   15,566 15,815     -249  
DFA INTERNATIONAL SMALL CAP VALUE I 2017-08 PURCHASE 2023-02   1,689 1,885     -196  
DFA INTERNATIONAL SMALL CAP VALUE I 2018-08 PURCHASE 2023-02   17,384 18,036     -652  
DFA INTERNATIONAL SMALL CAP VALUE I 2018-08 PURCHASE 2023-02   19,025 20,556     -1,531  
DFA INTERNATIONAL SMALL CAP VALUE I 2018-09 PURCHASE 2023-02   6,008 6,363     -355  
DFA INTERNATIONAL SMALL CAP VALUE I 2018-12 PURCHASE 2023-02   26,552 21,231     5,321  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-03 PURCHASE 2023-02   3,094 2,592     502  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-03 PURCHASE 2023-02   29,463 21,129     8,334  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-03 PURCHASE 2023-02   12,991 8,544     4,447  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-03 PURCHASE 2023-02   22,426 13,684     8,742  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-07 PURCHASE 2023-02   16,884 12,977     3,907  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-08 PURCHASE 2023-02   10,731 8,859     1,872  
DFA INTERNATIONAL SMALL CAP VALUE I 2020-09 PURCHASE 2023-02   7,401 6,162     1,239  
DFA INTERNATIONAL SMALL CAP VALUE I 2021-10 PURCHASE 2023-02   15,887 17,737     -1,850  
DFA INTERNATIONAL SMALL CAP VALUE I 2021-11 PURCHASE 2023-02   50,032 54,008     -3,976  
DFA INTERNATIONAL SMALL CAP VALUE I 2021-12 PURCHASE 2023-02   16,658 17,499     -841  
DFA INTERNATIONAL SMALL CAP VALUE I 2022-01 PURCHASE 2023-02   7,606 7,902     -296  
DFA US HI RELATV PROFITABILITY INSTL 2017-12 PURCHASE 2023-06   58,512 38,067     20,445  
DFA US HI RELATV PROFITABILITY INSTL 2018-01 PURCHASE 2023-06   16,104 10,584     5,520  
DFA US HI RELATV PROFITABILITY INSTL 2018-01 PURCHASE 2023-06   7,950 5,569     2,381  
DFA US HI RELATV PROFITABILITY INSTL 2018-05 PURCHASE 2023-06   14,330 9,172     5,158  
DFA US HI RELATV PROFITABILITY INSTL 2018-07 PURCHASE 2023-06   24,247 16,622     7,625  
DFA US HI RELATV PROFITABILITY INSTL 2018-08 PURCHASE 2023-06   21,630 14,936     6,694  
DFA US HI RELATV PROFITABILITY INSTL 2018-12 PURCHASE 2023-06   25,786 14,588     11,198  
DFA US HI RELATV PROFITABILITY INSTL 2019-10 PURCHASE 2023-06   16,209 12,020     4,189  
DFA US HI RELATV PROFITABILITY INSTL 2020-03 PURCHASE 2023-06   18,695 12,007     6,688  
DFA US HI RELATV PROFITABILITY INSTL 2020-07 PURCHASE 2023-06   15,935 12,568     3,367  
DFA US HI RELATV PROFITABILITY INSTL 2020-08 PURCHASE 2023-06   14,026 11,817     2,209  
DFA US HI RELATV PROFITABILITY INSTL 2020-09 PURCHASE 2023-06   8,260 7,037     1,223  
DFA US HI RELATV PROFITABILITY INSTL 2021-11 PURCHASE 2023-06   45,647 50,635     -4,988  
DFA US HI RELATV PROFITABILITY INSTL 2021-12 PURCHASE 2023-06   43,166 47,667     -4,501  
DFA US HI RELATV PROFITABILITY INSTL 2022-01 PURCHASE 2023-06   54,474 56,287     -1,813  

TY 2023 InvestmentsCorpStockSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB 9,117,763 9,117,763

TY 2023 LegalFeesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT LEGAL FEES 15,000     15,000


TY 2023 OtherExpensesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
E & O INSURANCE 2,188     2,188
OFFICE EXPENSE 265     265


TY 2023 OtherIncreasesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Description Amount
UNREALIZED APPRECIATION 583,128


TY 2023 OtherProfessionalFeesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 64,566 64,566    
DIRECTORS FEES 27,500     27,500


TY 2023 TaxesSchedule
Name:
WILLIAM AND EVELYN FUCHS
 
FAMILY FOUNDATION
EIN:
47-2272274
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 15     15
INCOME TAXES 1,721 1,721