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
ED UIHLEIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)736 N WESTERN AVENUE 339
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE FOREST, IL60045
A Employer identification number

20-5723621
B Telephone number (see instructions)

(847) 473-3000
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$17,962,176J 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) 6,850,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 289,070 289,070  
5a Gross rents............ 12,000 12,000  
b Net rental income or (loss) -22,118
6a Net gain or (loss) from sale of assets not on line 10 53,182
b Gross sales price for all assets on line 6a 495,747
7 Capital gain net income (from Part IV, line 2)... 53,182
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
List of Attached Documents:
// Content
63 63  
12 Total. Add lines 1 through 11........ 7,204,315 354,315  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,145 0   5,145
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,820 5,620   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
34,118 12,000  
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
76,824 61,864   14,960
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,907 79,484   20,105
25 Contributions, gifts, grants paid....... 7,816,654 7,816,654
26 Total expenses and disbursements. Add lines 24 and 25 7,940,561 79,484   7,836,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -736,246
b Net investment income (if negative, enter -0-) 274,831
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............. 6,652,612 5,993,413 5,997,437
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)....... 5,261,737 Click to see attachment
List of Attached Documents:
// Content
5,208,952 		10,922,140
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,188,784
Less: accumulated depreciation (attach schedule) right arrow146,185 1,066,860 Click to see attachment
List of Attached Documents:
// Content
1,042,599 		1,042,599
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) Click to see attachment
List of Attached Documents:
// Content
120,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,101,209 12,244,964 17,962,176
Liabilities 17 Accounts payable and accrued expenses.......... 1,476  
18 Grants payable.................    
19 Deferred revenue................. 119,999  
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)......... 121,475 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...........    
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........ 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 12,979,734 12,244,964
29 Total net assets or fund balances (see instructions)..... 12,979,734 12,244,964
30 Total liabilities and net assets/fund balances (see instructions). 13,101,209 12,244,964
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
12,979,734
2
Enter amount from Part I, line 27a .....................
2
-736,246
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,476
4
Add lines 1, 2, and 3 ..........................
4
12,244,964
5
Decreases not included in line 2 (itemize) right arrow
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
12,244,964
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.)
1 a AGNICO EAGLE MINES LTD P 2023-03-31 2023-04-13
b PAN AMERN SILVER CORP COM P 2023-03-31 2023-04-13
c MFB NORTHERN FUNDS BD INDEX FD P 2023-05-18 2023-05-18
d YAMANA CASH AND STOCK MERGER AGNICO P 2008-03-06 2023-04-06
e MFB NORTHERN FUNDS BD INDEX FD P   2023-05-18
MFB NORTHERN FUNDS BD INDEX FD P   2023-05-18
CAPITAL GAIN DISTRIBUTIONS P    
DYE PRESERVE DEPOSIT P 2016-06-17 2023-08-23
(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 42   37 5
b 2   1 1
c 745   745 0
d 9,506   30,926 -21,420
e 98,672   111,289 -12,617
266,773   299,566 -32,793
7     7
120,000   1 119,999
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       5
b       1
c       0
d       -21,420
e       -12,617
      -32,793
      7
      119,999
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 53,182
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 3,820
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 0
3 Add lines 1 and 2........................... 3 3,820
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 3,820
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,384
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,300
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,684
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,864
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,864 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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
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 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
 
No
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 arrowN/A
14
The books are in care ofright arrowRICHARD UIHLEIN Telephone no.right arrow (847) 473-3000

Located atright arrow736 N WESTERN AVE 339LAKE FORESTIL ZIP+4right arrow60045
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
 
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 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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
RICHARD E UIHLEIN DIRECTOR/PRESIDENT
0.00 		0 0 0
736 N WESTERN AVE 339
LAKE FOREST,IL60045
LUCIA UIHLEIN HIGGINS DIRECTOR/SECRETARY
0.00 		0 0 0
736 N WESTERN AVE 339
LAKE FOREST,IL60045
FREDERICKA ANNE GOLDENBERG DIRECTOR/TREASURER
0.00 		0 0 0
736 N WESTERN AVE 339
LAKE FOREST,IL60045
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 0
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 arrow0
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 THE ED UIHLEIN FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY 0
2 OTHER DIRECT CHARITABLE ACTIVITIES. 0
3  
4  
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 INVESTMENT IN BUILDING AT 1117 N. BRITTON RD. LOCATED IN UNION GROVE, WI. THE BUILDING IS BEING RENTED TO TINY HOOVES RESCUE, A 501(C)(3) NON-PROFIT ORGANIZATION DEDICATED TO THE RESCUE AND REHAB OF ABUSED, NEGLECTED, AND DISCARDED FARM ANIMALS. 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
10,167,558
b
Average of monthly cash balances.......................
1b
1,561,705
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,729,263
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
11,729,263
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,939
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,553,324
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
577,666
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
577,666
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,820
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,820
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
573,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
573,846
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 XII, line 1 ...
7
573,846
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
7,836,759
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
7,836,759
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 7 573,846
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 13,069,771
b From 2019...... 14,835,580
c From 2020...... 17,281,539
d From 2021...... 17,896,993
e From 2022...... 4,900,639
f Total of lines 3a through e ........ 67,984,522
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,836,759
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
87,500
d Applied to 2023 distributable amount..... 573,846
e Remaining amount distributed out of corpus 7,175,413
5 Excess distributions carryover applied to 2023. 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 75,247,435
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		13,069,771
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,177,664
10 Analysis of line 9:
a Excess from 2019.... 14,835,580
b Excess from 2020.... 17,281,539
c Excess from 2021.... 17,896,993
d Excess from 2022.... 4,900,639
e Excess from 2023.... 7,262,913
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
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 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).)
RICHARD E UIHLEIN
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 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 (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

A SAFE HAVEN FOUNDATION

2750 W ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC GENERAL 10,000

ACCURACY IN ACADEMIA

4200 WISCONSIN AVE NW 100-198
WASHINGTON DC,DC20016 		NONE PC GENERAL 3,000

ACCURACY IN MEDIA

1717 K STREET NW SUITE 900
WASHINGTON DC,DC20006 		NONE PC GENERAL 10,000

ACTON INSTITUTE THE

98 EAST FULTON STREET
GRAND RAPIDS,MI49503 		NONE PC GENERAL 10,000

AMERICA'S FUTURE FOUNDATION

1633 CONNECTICUT AVE NW STE 300
WASHINGTON DC,DC20009 		NONE PC GENERAL 15,000

ASHBROOK CENTER

401 COLLEGE AVE
ASHLAND,OH44805 		NONE PC GENERAL 300,000

AVALON ACTION ALLIANCE

3282 NORTHSIDE PKWY NE SUITE 225
ATLANTA,GA30327 		NONE PC GENERAL 100,000

BALLOTPEDIA

8383 GREENWAY BLVD SUITE 600
MIDDLETON,WI53562 		NONE PC GENERAL 100,000

BEACON ACADEMY

1574 SHERMAN AVE EVANSTON
EVANSTON,IL60201 		NONE PC GENERAL 10,000

BECKET FUND THE

1919 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON DC,DC20006 		NONE PC GENERAL 50,000

BIBLE MISSION USA

4654 E ROAD 64
BRADENTON,FL34208 		NONE PC GENERAL 10,000

BONEFISH AND TARPON TRUST

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133 		NONE PC GENERAL 5,000

BOYS & GIRLS CLUB OF KENOSHA

1330 52ND STREET
KENOSHA,WI53140 		NONE PC GENERAL 50,000

BRETT TASHMAN FOUNDATION THE

1723 BRENTWOOD AVENUE
UPLAND,CA91784 		NONE PC GENERAL 5,000

CADDIE & LEADERSHIP ACADEMY

15522 73RD STREET
KENOSHA,WI53142 		NONE PC GENERAL 10,000

CAPTAIN FREDERICK PABST MANSION INC

2000 WEST WISCONSIN AVENUE
MILWAUKEE,WI532332043 		NONE PC GENERAL 250

CARSON SPRINGS WILDLIFE FOUNDATION

8528 E COUNTRY ROAD 225
GAINESVILLE,FL32609 		NONE PC GENERAL 50,000

CENTER FOR URBAN RENEWAL & EDUCATION

1317 F STREET NW SUITE 900
WASHINGTON DC,DC20004 		NONE PC GENERAL 25,000

CHICAGO BLACKHAWKS BLIND HOCKEY

6820 PRAIRIENOOK ROSCOE
ROSCOE,IL61073 		NONE PC GENERAL 10,000

CHICAGO HISTORICAL SOCIETY

1601 NORTH CLARK STREET
CHICAGO,IL606149963 		NONE PC GENERAL 5,000

CHICAGO HOPE ACADEMY

2189 WEST BOWLER STREET
CHICAGO,IL60612 		NONE PC GENERAL 5,000

CHICAGO PUBLIC LIBRARY FOUNDATION

200 W MADISON STREET 3RD FLOOR
CHICAGO,IL60606 		NONE PC GENERAL 1,500

CHICAGO ZOOLOGICAL SOCIETY

3300 GOLF ROAD
BROOKFIELD,IL60513 		NONE PC GENERAL 3,000

CHOKOLOSKEE CHURCH OF GOD

1236 DEMERE LN
CHOKOLOSKEE,FL34138 		NONE PC GENERAL 218,304

CHRIST CHURCH OF LAKE FOREST

100 N WAUKEGAN ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL 5,000

CHRIST CHURCH OF LONGBOAT KEY

6400 GULF OF MEXICO DRIVE
LONGBOAT KEY,FL34228 		NONE PC GENERAL 5,000

CLEARBROOK

1835 W CENTRAL ROAD
ARLINGTON HEIGHTS,IL60005 		NONE PC GENERAL 1,500

COMMUNIO

5901 KINGSTOWNE VILLAGE PKWY SUITE
102
ALEXANDRIA,VA22315 		NONE PC GENERAL 1,000,000

COMPETITIVE ENTERPRISE INSTITUTE

1310 L STREET NW 7TH FLOOR
WASHINGTON DC,DC20005 		NONE PC GENERAL 15,000

CUMBERLAND COLLEGE

816 WALNUT STREET
WILLIAMSBURG,KY407699983 		NONE PC GENERAL 15,000

DAILY CALLER NEWS FOUNDATION

1775 EYE STREET NW SUITE 1150-291
WASHINGTON DC,DC20006 		NONE PC GENERAL 25,000

DELTA WATERFOWL FOUNDATION

1412 BASIN AVENUE BISMARCK
BISMARCK,ND58502 		NONE PC GENERAL 500,000

DEPT OF DERMATOLOGY UNIV OF UTAH

332 SOUTH 1400 EAST SUITE 150
SALT LAKE CITY,UT84112 		NONE PC GENERAL 50,000

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE PC GENERAL 1,150,000

EAGLE FORUM FOUNDATION

322 STATE STREET SUITE 301 PO BOX
618
ALTON,IL62002 		NONE PC GENERAL 3,500

EAST MOLINE CHRISTIAN SCHOOL

900 46TH AVENUE EAST
MOLINE,IL61244 		NONE PC GENERAL 1,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA922709989 		NONE PC GENERAL 1,000

ENVISION UNLIMITED

8 SOUTH MICHIGAN AVENUE SUITE 1700
CHICAGO,IL60603 		NONE PC GENERAL 50,000

EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL331579810 		NONE PC GENERAL 5,000

FAITH LUTHERAN CHURCH

680 W DEERPATH ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL 300

FELLOW MORTALS

W4632 PALMER ROAD
LAKE GENEVA,WI53147 		NONE PC GENERAL 100,000

FIELD MUSEUM

1400 SOUTH LAKE SHORE DRIVE
CHICAGO,IL606052827 		NONE PC GENERAL 1,000

FIRST PRESBYTERIAN CHURCH OF LAKE FOREST

700 NORTH SHERIDAN ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL 15,000

FOODSTOCK COOL

800 WEST GLEN FLORA AVENUE
WAUKEGAN,IL60085 		NONE PC GENERAL 1,500

FOUNDATION FOR TEACHING ECONOMICS

260 RUSSELL BLVD SUITE B
DAVIS,CA95616 		NONE PC GENERAL 1,000

FRIENDS OF LAKE FOREST LIBRARY

360 E DEERPATH RD
LAKE FOREST,IL60045 		NONE PC GENERAL 3,000

FUND FOR AMERICAN STUDIES THE

1706 NEW HAMPSHIRE AVE NW
WASHINGTON DC,DC20009 		NONE PC GENERAL 5,000

GILDER LEHRMAN INSTITUTE OF AM HISTORY

49 WEST 45TH STREET 6TH FLOOR
NEW YORK,NY10036 		NONE PC GENERAL 10,000

GLENWOOD SCHOOL FOR BOYS & GIRLS

500 WEST 187TH STREET HALSTED
GLENWOOD,IL60425 		NONE PC GENERAL 50,000

GREAT LAKES ADAPTIVE SPORTS ASSOCIATION

27864 IRMA LEE CIRCLE 101
LAKE FOREST,IL60045 		NONE PC GENERAL 2,000

GROVE CITY COLLEGE

100 CAMPUS DRIVE
GROVE CITY,PA161279988 		NONE PC GENERAL 20,000

GUARDIAN ANGELS OF SW FLORIDA

1429 60TH AVENUE W SUITE 200
BRADENTON,FL34207 		NONE PC GENERAL 10,000

GUN OWNERS FOUNDATION

8001 FORBES PLACE SUITE 102
SPRINGFIELD,VA22151 		NONE PC GENERAL 50,000

HILLSDALE COLLEGE

500 NORTH WASHINGTON STREET
ALEXANDRIA,VA22314 		NONE PC GENERAL 25,000

HOWARD YOUNG FOUNDATION

420 ONEIDA STREET MINOCQUA WI 54584
MINOCQUA,WI54584 		NONE PC GENERAL 130,000

ILLINOIS FAMILY INSTITUTE

PO BOX 876
TINLEY PARK,IL60477 		NONE PC GENERAL 10,000

INDEPENDENT INSTITUTE THE

100 SWAN WAY
OAKLAND,CA946219954 		NONE PC GENERAL 5,000

INNER CITY IMPACT

3327 W FULLERTON AVE
CHICAGO,IL606472513 		NONE PC GENERAL 50,000

INSTITUTE FOR FREE SPEECH

1150 CONNECTICUT AVE NW SUITE 201
WASHINGTON DC,DC20036 		NONE PC GENERAL 150,000

INSTITUTE FOR HUMANE STUDIES

3434 WASHINGTON BLVD MS 1C5
ARLINGTON,VA22201 		NONE PC GENERAL 75,000

INSTITUTE FOR JUSTICE

901 N GLEBE RD STE 900
ARLINGTON,VA22203 		NONE PC GENERAL 25,000

INSTITUTE ON THE CONSTITUTION

4157 MOUNTAIN ROAD 174
PASADENA,MD21122 		NONE PC GENERAL 15,000

INTERCOLLEGIATE STUDIES INSTITUTE

3901 CENTERVILLE ROAD
WILMINGTON,DE21122 		NONE PC GENERAL 50,000

INTERNATIONAL CRANE FOUNDATION

E11376 SHADY LANE ROAD PO BOX 447
BARABOO,WI60115 		NONE PC GENERAL 3,000

JESSE HELMS CENTER THE

PO BOX 247
WINGATE,NC28174 		NONE PC GENERAL 5,000

JIM RYUN MINISTRIES

PO BOX 173737
TAMPA,FL33672 		NONE PC GENERAL 200,000

KENOSHA CIVIL WAR MUSEUM

5500 FIRST AVENUE
KENOSHA,WI53140 		NONE PC GENERAL 5,000

KENOSHA PUBLIC MUSEUM

5500 FIRST AVENUE
KENOSHA,WI53140 		NONE PC GENERAL 5,000

KENOSHA YMCA

7101 53RD STREET
KENOSHA,WI53144 		NONE PC GENERAL 25,000

LACASA ZACHARIAS CENTER

4275 OLD GRAND AVENUE
GURNEE,IL60031 		NONE PC GENERAL 10,000

LAKE COUNTY COMMUNITY FOUNDATION

1200 UNIVERSITY CENTER DRIVE SUITE
333
GRAYSLAKE,IL60031 		NONE PC GENERAL 1,000

LAKE FOREST COLLEGE

555 NORTH SHERIDAN ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL 10,000

LAKE FOREST NORTHWESTERN HOSPITAL

660 N WESTMORELAND ROAD
LAKE FOREST,IL600459989 		NONE PC GENERAL 20,000

LAKE FOREST OPEN LANDS

350 N WAUKEGAN ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL 10,000

LANDMARK LEGAL FOUNDATION

19415 DEERFIELD AVENUE SUITE 312
LEESBURG,VA20176 		NONE PC GENERAL 5,000

LINCOLN PARK ZOO

2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PC GENERAL 1,000

LIVING LANDS & WATERS

17624 ROUTE 84 NORTH EAST
MOLINE,IL61244 		NONE PC GENERAL 5,000

MAX MCGRAW WILDLIFE FOUNDATION

PO BOX 9
DUNDEE,IL60118 		NONE PC GENERAL 1,000,000

NAVY SEAL FOUNDATION

1619 D ST BLDG 5326
VIRGINIA BEACH,VA23459 		NONE PC GENERAL 1,000

NETWORK OF ENLIGHTENED WOMEN

1360 EAST CAPITAL STREET NE
WASHINGTON DC,DC20003 		NONE PC GENERAL 10,000

NORTH LAKELAND EDUCATION FOUNDATION

PO BOX 518
MAINTOWISH WATERS,WI54545 		NONE PC GENERAL 1,000

NORTHSHORE CLASSICAL ACADEMY

11715 N BRIDGEWATER DR
MEQUON,WI53092 		NONE PC GENERAL 400,000

PACIFIC LEGAL FOUNDATION

555 CAPITAL MALL SUITE 1290
SACRAMENTO,CA95814 		NONE PC GENERAL 2,500

PEREGRINE FUND THE

WORLD CENTER FOR BIRDS OF PREY 5668
W FLYING HAWK LANE
LANE BOISE,ID837097289 		NONE PC GENERAL 500

PRO LIFE ACTION LEAGUE

314 N LAKE STREET SUITE 4
AURORA,IL60506 		NONE PC GENERAL 10,000

ROCKY MOUNTAIN ELK FOUNDATION

5705 GRANT CREEK
MISSOULA,MT59808 		NONE PC GENERAL 1,500

SAGE PATIENT ADVOCATES

12515 SEMILLON BLVD
SAN DIEGO,CA92131 		NONE PC GENERAL 25,000

SECOND AMENDMENT FOUNDATION

12500 NE 10TH PL
BELLEVUE,WA980059819 		NONE PC GENERAL 1,000

SECOND HELPINGS

1121 SOUTHEASTERN AVE
INDIANAPOLIS,IN46202 		NONE PC GENERAL 2,500

SEEING EYE THE

PO BOX 375
MORRISTOWN,NJ079630375 		NONE PC GENERAL 1,000

SHEDD AQUARIUM

1200 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60143 		NONE PC GENERAL 3,000

SHORELAND LUTHERAN HIGH SCHOOL

9026 12TH STREET PO BOX 295
SOMERS,WI53171 		NONE PC GENERAL 5,000

STUDENTS FOR LIBERTY

1750 TYSONS BOULEVARD SUITE 1500
MCLEAN,VA22102 		NONE PC GENERAL 4,000

SUMMER OUTDOOR ADVENTURE CLUB INC

150 EIGHT STREET
REEDSBURG,WI53959 		NONE PC GENERAL 5,000

TEACH FOR AMERICA

300 W ADAMS STREET SUITE 1000
CHICAGO,IL60606 		NONE PC GENERAL 25,000

THE GOLDWATER INSTITUTE

500 EAST CORONADO RD
PHOENIX,AZ85004 		NONE PC GENERAL 5,000

THE JACK MILLER CENTER

THREE BALA PLAZA WEST SUITE 401
BALA CYNWYD,PA19004 		NONE PC GENERAL 1,100,000

THE NEW CRITERION

900 BROADWAY
NEW YORK,NY10003 		NONE PC GENERAL 10,000

THE NITTANY CHRISTIAN SCHOOL

1221 WEST WHITEHALL ROAD
STATE COLLEGE,PA16801 		NONE PC GENERAL 50,000

THE WETLANDS INITIATIVE

53 W JACKSON BLVD SUITE 1015
CHICAGO IL 60604-3658
CHICAGO,IL606043658 		NONE PC GENERAL 2,500

TINY HOOVES

1117 NORTH BRITTON ROAD
UNION GROVE,WI53182 		NONE PC GENERAL 20,800

ULINE CHILDREN OF EMPLOYEES FOUNDATION

12575 ULINE DRIVE
PLEASANT PRARIE,WI53158 		NONE PC GENERAL 87,500

UNITED COMMUNITY CENTERS INC

PO BOX 1683
BRADENTON,FL34206 		NONE PC GENERAL 50,000

WASHINGTON LEGAL FOUNDATION

2009 MASSACHUSETTS AVE NW
WASHINGTON DC,DC20036 		NONE PC GENERAL 10,000

WISCONSIN INSTITUTE FOR LAW & LIBERTY

350 EAST KILBOURN AVE SUITE 725
MILWAUKEE,WI53202 		NONE PC GENERAL 40,000

YMCA OF METROPOLITAN CHICAGO

1030 W VAN BUREN STREET
CHICAGO,IL60607 		NONE PC GENERAL 1,000
Total .................................right arrow 3a 7,816,654
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 289,070  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 -22,118  
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 63  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 53,182  
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) .. 0 320,197 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
320,197
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ED UIHLEIN FAMILY FOUNDATION
 
Employer identification number

20-5723621
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ED UIHLEIN FAMILY FOUNDATION
  		Employer identification number
20-5723621
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RICHARD UIHLEIN
736 N WESTERN AVE 339
 
LAKE FOREST, IL60045

$ 6,850,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ED UIHLEIN FAMILY FOUNDATION
  		Employer identification number

20-5723621
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ED UIHLEIN FAMILY FOUNDATION
  		Employer identification number

20-5723621
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,145 0   5,145

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

TY 2023 DepreciationSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
1117 N BRITTON RD. - TINY HOOVES 2018-12-01 694,579 71,982 SL 39.000000000000 17,810 17,810    
1117 N BRITTON RD. - TINY HOOVES 2018-12-01 122,486   L   0 0    
BUILDING 2019-09-01 497 43 SL 39.000000000000 13 13    
LAND IMPROVEMENTS 2019-09-01 48,051 10,810 SL 15.000000000000 3,203 3,203    
LEASEHOLD IMPROVEMENTS 2019-10-01 52,253 10,887 SL 15.000000000000 3,484 3,484    
FURNITURE & EQUIPMENT 2019-08-01 327 220 SL 5.000000000000 65 65    
BUILDING - ROOF AND WINDOWS 2020-10-01 42,507 2,407 SL 39.000000000000 1,090 1,090    
BUILDING - ELECTICAL, DOORS & CONCRETE 2020-11-01 76,050 4,144 SL 39.000000000000 1,950 1,950    
BUILDING - SIDING 2020-12-01 22,057 1,156 SL 39.000000000000 566 566    
LEASEHOLD IMPROVEMENTS - WELL 2020-11-06 8,800 1,247 SL 15.000000000000 587 587    
LAND IMPROVEMENTS - LANDSCAPING 2020-10-06 11,500 1,630 SL 15.000000000000 767 767    
BUILDING - ELECTICAL, DOORS & CONCRETE 2021-01-01 56,510 2,838 SL 39.000000000000 1,449 1,449    
LAND IMPROVEMENTS - ASPHALT, TIMBER WALL 2021-06-01 43,303 4,691 SL 15.000000000000 2,887 2,887    
LAND IMPROVEMENTS - REMOVE AND INSTALL TREES 2023-09-01 9,865   SL 15.000000000000 247 219    

TY 2023 DistributionFromCorpusElection
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Election:
SEE ATTACHED STATEMENT

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TY 2023 ExpenditureResponsibilityStmt
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ULINE CHILDREN OF EMPLOYEES SCHOLARSHIP FOUNDATION INC
  		705 BRASELTON INDUSTRIAL BLVD
BRASELTON,GA30517 		2023-01-12 87,500 THE PRIMARY PURPOSE OF THE GRANT IS TO PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO THE CHILDREN OF ULINE, INC. EMPLOYEES. THE SCHOLARSHIP PROGRAM OUTLINED ABOVE IS MANAGED SOLELY BY SCHOLARSHIPS OF AMERICA. 87,500 N/A 12/31/23 2023-12-31 ED UIHLEIN FAMILY FOUNDATION, INC. MET WITH ULINE CHILDREN OF EMPLOYEES SCHOLARSHIP FOUNDATION, INC. IN 2023 TO ENSURE THE GRANTS WERE USED FOR THEIR INTENDED PURPOSE.

TY 2023 InvestmentsCorpStockSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Name of Stock End of Year Book Value End of Year Fair Market Value
DETAIL AVAILABLE IN TAXPAYER'S FILE 5,208,952 10,922,140

TY 2023 InvestmentsLandSchedule2
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
1117 N BRITTON RD. - TINY HOOVES 694,579 89,792 604,787  
1117 N BRITTON RD. - TINY HOOVES 122,486 0 122,486  
BUILDING 497 56 441  
LAND IMPROVEMENTS 48,051 14,013 34,038  
LEASEHOLD IMPROVEMENTS 52,253 14,371 37,882  
FURNITURE & EQUIPMENT 327 285 42  
BUILDING - ROOF AND WINDOWS 42,507 3,497 39,010  
BUILDING - ELECTICAL, DOORS & CONCRETE 76,050 6,094 69,956  
BUILDING - SIDING 22,057 1,722 20,335  
LEASEHOLD IMPROVEMENTS - WELL 8,800 1,834 6,966  
LAND IMPROVEMENTS - LANDSCAPING 11,500 2,397 9,103  
BUILDING - ELECTICAL, DOORS & CONCRETE 56,510 4,287 52,223  
LAND IMPROVEMENTS - ASPHALT, TIMBER WALL 43,303 7,578 35,725  
LAND IMPROVEMENTS - REMOVE AND INSTALL TREES 9,865 247 9,618  

TY 2023 OtherAssetsSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DYE PRESERVE MEMBERSHIP DEPOSIT 120,000 0 0


TY 2023 OtherExpensesSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 25 0   25
INVESTMENT FEES 61,864 61,864   0
OFFICE SUPPLIES 1,240 0   1,240
RENTAL EXPENSES FOR 1117 N. BRITTON (TINY HOOVES) 13,695 0   13,695


TY 2023 OtherIncomeSchedule2
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NORTHERN TRUST - OTHER INCOME 63 63 63


TY 2023 OtherIncreasesSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Description Amount
DRAINAGE DISTRICT PAYABLE PAID IN PRIOR YEAR 1,476


TY 2023 TaxesSchedule
Name:
ED UIHLEIN FAMILY FOUNDATION
EIN:
20-5723621
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL BALANCE DUE AND ESTIMATED TAXES PAID 2,200 0   0
FOREIGN TAXES PAID 5,620 5,620   0