TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
EDWARD HINZ FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)3210 GOLFVIEW ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MCHENRY, IL600505745

A Employer identification number

92-1345267

B Telephone number (see instructions)

(847) 997-8221

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$22,824,717J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	874,663		874,663
4	Dividends and interest from securities...	299,344		299,344
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-283
b	Gross sales price for all assets on line 6a 385,967
7	Capital gain net income (from Part IV, line 2)...			0
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........	1,173,724		1,174,007
13	Compensation of officers, directors, trustees, etc.	25,000		1,250	23,750
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	1,590	0	159
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,265	0	427
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	44,397	44,397	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	12,750	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	15	0	15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	88,017		45,647	24,351
25	Contributions, gifts, grants paid.......	1,141,000			1,141,000
26	Total expenses and disbursements. Add lines 24 and 25	1,229,017		45,647	1,165,351
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-55,293
b	Net investment income (if negative, enter -0-)			1,128,360
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	1,100,706	1,085,722	1,085,722
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	0	List of Attached Documents: // Content 348,744	352,620
	c	Investments—corporate bonds (attach schedule).......	20,707,177	List of Attached Documents: // Content 15,583,034	15,562,989
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,067,213	List of Attached Documents: // Content 5,802,303	5,823,386
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	22,875,096	22,819,803	22,824,717
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	22,000,000	22,000,000
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	875,096	819,803
	29	Total net assets or fund balances (see instructions).....	22,875,096	22,819,803
	30	Total liabilities and net assets/fund balances (see instructions).	22,875,096	22,819,803

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

22,875,096

Enter amount from Part I, line 27a .....................

-55,293

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

22,819,803

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

22,819,803

Form 990-PF (2024)

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	PUBLICLY TRADED SECURITIES
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	385,967	386,250	-283
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			-283
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-283
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	15,684
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	15,684
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	15,684
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	14,765
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	14,765
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	919
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

THE FOUNDATION Telephone no. right arrow

(847) 997-8221

Located at right arrow

3210 GOLFVIEW ROADMCHENRYIL ZIP+4 right arrow

600505745

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
EDWARD HINZ	PRESIDENT / DIRECTOR 1.00	0
3210 GOLFVIEW ROAD MCHENRY,IL60050	PRESIDENT / DIRECTOR 1.00	0
JANIS HINZ	DIRECTOR 1.00	0
3210 GOLFVIEW ROAD MCHENRY,IL60050	DIRECTOR 1.00	0
KELLY BRAUCH	SECRETARY / DIRECTOR 4.00	25,000
3210 GOLFVIEW ROAD MCHENRY,IL60050	SECRETARY / DIRECTOR 4.00	25,000
KYLE HINZ	DIRECTOR 1.00	0
3210 GOLFVIEW ROAD MCHENRY,IL60050	DIRECTOR 1.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

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


2


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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

22,187,367

Average of monthly cash balances.......................

1,251,902

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

23,439,269

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

23,439,269

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

351,589

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

23,087,680

Minimum investment return. Enter 5% (0.05) of line 5................

1,154,384

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.)

Minimum investment return from Part IX, line 6..................

1,154,384

Tax on investment income for 2024 from Part V, line 5 .......

15,684

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

15,684

Distributable amount before adjustments. Subtract line 2c from line 1............

1,138,700

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,138,700

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,138,700

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,165,351

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,165,351

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				1,138,700
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			975,690
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,165,351
a Applied to 2023, but not more than line 2a			975,690
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				189,661
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				949,039
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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).)

EDWARD HINZ

JANIS HINZ

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
FAMILY RADIO 4057 RURAL PLAINS CIRCLE SUITE 300B FRANKLIN,TN37064		PC	IN SUPPORT OF ORGANIZATION'S MISSION	15,000
FELLOWSHIP OF FAITH 6120 MASON HILL ROAD MCHENRY,IL60050		PC	IN SUPPORT OF ORGANIZATION'S MISSION	250,000
FISH OF MCHENRY COUNTY 3515 N RICHMOND ROAD MCHENRY,IL60051		PC	IN SUPPORT OF ORGANIZATION'S MISSION	20,000
LUTHERAN CHURCH OF ATONEMENT 909 E MAIN STREET BARRINGTON,IL60010		PC	IN SUPPORT OF ORGANIZATION'S MISSION	10,000
LUTHERAN HOUR MINISTRIES 660 MASON RIDGE CENTER ST LOUIS,MO63141		PC	IN SUPPORT OF ORGANIZATION'S MISSION	20,000
ZION LUTHERAN CHURCH 4206 W ELM STREET MCHENRY,IL60050		PC	IN SUPPORT OF ORGANIZATION'S MISSION	100,000
MCHENRY RIVERWALK 333 S GREEN STREET MCHENRY,IL60050		PC	IN SUPPORT OF ORGANIZATION'S MISSION	25,000
SAMARITAN'S PURSE PO BOX 3000 BOONE,NC28607		PC	IN SUPPORT OF ORGANIZATION'S MISSION	10,000
NORTHVILLE HISTORICAL SOCIETY 215 GRISWOLD ST NORTHVILLE,MI48167		PC	IN SUPPORT OF ORGANIZATION'S MISSION	10,000
MCHENRY POLICE ASSOCIATION PO BOX 591 MCHENRY,IL60051		PC	IN SUPPORT OF ORGANIZATION'S MISSION	5,000
ALZHEIMER'S ASSOCIATION 2200 CABOT DR SUITE 460 LISLE,IL60532		PC	IN SUPPORT OF ORGANIZATION'S MISSION	20,000
AMERICAN EPILEPSY SOCIETY 135 SOUTH LASALLE STREET SUITE 2850 CHICAGO,IL60603		PC	IN SUPPORT OF ORGANIZATION'S MISSION	20,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO 225 E CHICAGO AVE CHICAGO,IL60611		PC	IN SUPPORT OF ORGANIZATION'S MISSION	20,000
ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL 5501 N CUMBERLAND AVE 101 CHICAGO,IL60656		PC	IN SUPPORT OF ORGANIZATION'S MISSION	5,000
BEAR NECESSITIES 55 WEST WACKER DR SUITE 1100 CHICAGO,IL60601		PC	IN SUPPORT OF ORGANIZATION'S MISSION	3,000
FAMILY HEALTH PARTNERSHIP CLINIC 401 CONGRESS PKWY CRYSTAL LAKE,IL60014		PC	IN SUPPORT OF ORGANIZATION'S MISSION	3,000
GRACE INTERNATIONAL 25000 CATHEDRAL LAKES PKWY SPRING,TX77386		PC	IN SUPPORT OF ORGANIZATION'S MISSION	5,000
HINZ FAMILY DONOR ADVISED FUND 3210 GOLFVIEW ROAD MCHENRY,IL60050		PC	IN SUPPORT OF ORGANIZATION'S MISSION	600,000
Total ................................. 3a				1,141,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	874,663
4 Dividends and interest from securities ....			14	299,344
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 ............			18	-283
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,173,724	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,173,724

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part 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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTANT FEES	4,265	0		427

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Name of Bond	End of Year Book Value	End of Year Fair Market Value
JP MORGAN CHASE BANK USD 14 DAYS TIME DEPOSITS	3,444,750	3,444,750
US BANCORP - $109,000 BOND	99,480	103,086
WELLS FARGO & CO - $93,000 BOND	99,954	98,684
PRUDENTIAL FINL INC - $23,000 BOND	23,777	23,991
NEXTERA ENERGY CAP - $24,000 BOND	25,542	24,588
DUKE ENERGY CORP - $13,000 BOND	13,000	13,158
COREBRIDGE FINL INC - $38,000 BOND	38,000	37,740
NISOURCE INC - $24,000 BOND	24,278	24,435
ENTERGY CORP - $25,000 BOND	25,031	25,481
NISOURCE INC - $17,000 BOND	17,000	16,923
FIFTH THIRD BANCORP - $37,000 BOND	37,246	36,907
BK OF AMER CORP - $96,000 BOND	99,092	96,535
TRUIST FINL CORP - $99,000 BOND	100,111	98,463
M&T BK CORP - $25,000 BOND	25,368	24,842
GOLDMAN SACHS GROUP INC - $26,000 BOND	26,103	25,753
CITIZENS FINL GROUP - $25,000 BOND	24,715	24,825
SEMPRA - $50,000 BOND	49,935	49,349
DISCOVER FINL SVS - $25,000 BOND	25,422	24,863
HUNTINGTON BANCSHARES - $40,000 BOND	37,056	38,216
CHARLES SCHWAB CORP - $75,000 BOND	64,049	64,748
WELLS FARGO & CO - $104,000 BOND	99,531	101,049
CITIGROUP INC - $92,000 BOND	88,159	89,325
CHARLES SCHWAB CORP - $52,000 BOND	49,317	50,294
ALLY FINL INC - $30,000 BOND	25,352	26,218
CAP ONE FINL CO - $54,000 BOND	49,721	51,361
AMERN EXPRESS CO - $67,000 BOND	62,440	64,399
PNC FINL SERVICES - $55,000 BOND	49,908	51,622
BK OF NY MELLON CORP - $133,000 BOND	124,051	125,695
DOMINION ENERGY INC - $51,000 BOND	49,304	49,382
BK OF AMER CORP - $105,000 BOND	100,995	101,098
PNC FINL SERVICES - $50,000 BOND	49,387	50,471
ST STR CORP - $99,000 BOND	99,405	100,956
GOLDMAN SACHS GROUP INC PFD - $71,000 BOND	74,561	74,068
CITIGROUP INC - $123,000 BOND	123,232	129,713
GOLDMAN SACHS GROUP INC - $52,000 BOND	52,000	51,330
BP CAP MARKETS PLC - $33,000 BOND	32,997	32,425
EMERA INC - $25,000 BOND	25,003	25,130
TRANSCANADA TR - $26,000 BOND	24,255	24,985
ENBRIDGE INC - $23,000 BOND	25,371	25,545
BP CAP MARKETS PLC - $35,000 BOND	37,180	35,956
ENBRIDGE INC - $24,000 BOND	24,383	24,204
WARNERMEDIA HOLDINGS INC - $195,000 BOND	192,387	194,373
INTEL CORP - $200,000 BOND	197,352	199,308
DOLLAR TREE, INC. - $200,000 BOND	197,428	199,255
OCCIDENTAL PETRLM COR - $172,000 BOND	172,493	172,527
PECO ENERGY CO - $200,000 BOND	195,850	197,837
CELANESE US HOLDINGS LLC - $195,000 BOND	195,164	195,136
PHILLIPS 66 - $210,000 BOND	198,001	202,333
RLTY INCOME CORP - $195,000 BOND	194,340	195,471
JOHN DEERE CAP CORP - $195,000 BOND	194,869	195,819
CARRIER GLOBAL CORP - $205,000 BOND	193,821	196,018
THE CAMPBELLS CO - $190,000 BOND	191,698	191,759
AMPHENOL CORP - $195,000 BOND	196,316	196,695
CATERPILLAR FINL SVC - $195,000 BOND	196,713	196,986
AUTOZONE INC - $195,000 BOND	192,369	193,235
AMERN TOWER CORP - $190,000 BOND	192,810	192,809
KENVUE INC - $190,000 BOND	192,444	192,192
META PLATFORMS INC - $195,000 BOND	196,011	195,249
MCKESSON CORP - $195,000 BOND	196,314	195,620
CITIGROUP INC - $205,000 BOND	196,023	197,298
BK OF AMER CORP - $340,000 BOND	323,388	325,981
ABBVIE INC - $95,000 BOND	95,556	94,928
KEURIG DR PEPPER INC - $145,000 BOND	146,358	145,438
SOUTHN CO - $170,000 BOND	174,054	173,447
NETFLIX INC - $185,000 BOND	196,275	196,068
WELLS FARGO & CO - $210,000 BOND	219,263	218,543
GOLDMAN SACHS GROUP INC - $200,000 BOND	210,085	209,555
MORGAN STANLEY - $280,000 BOND	293,867	292,466
PHILIP MORRIS INTL INC - $190,000 BOND	191,458	191,003
COMCAST CORP - $200,000 BOND	194,128	192,862
ELECTR ARTS INC - $235,000 BOND	195,276	195,148
AMGEN INC - $230,000 BOND	196,781	195,829
PUB STORAGE OP CO - $230,000 BOND	196,758	196,447
HOME DEPOT INC - $220,000 BOND	221,152	219,917
MARTIN MARIETTA MATL - $235,000 BOND	198,138	199,867
CANADIAN PAC RY - $170,000 BOND	190,708	188,656
BROADCOM INC - $95,000 BOND	95,649	95,615
HCA INC - $215,000 BOND	191,769	189,495
CONSTELLATION BRANDS INC - $200,000 BOND	194,854	192,373
MCDONALD'S CORP - $160,000 BOND	159,102	155,715
AON CORP/AON GLOBAL HOLD - $105,000 BOND	108,239	103,310
ORACLE CORP - $205,000 BOND	219,727	217,253
RTX CORP - $190,000 BOND	191,286	188,403
FISERV INC - $175,000 BOND	179,952	177,244
EATON CORP - $205,000 BOND	195,117	192,712
GEN MLS INC - $195,000 BOND	193,261	190,236
BRISTOL-MYERS SQUIBB CO - $185,000 BOND	196,920	194,107
MIDAMERICAN ENERGY CO - $190,000 BOND	194,921	192,281
ENTERPRISE PRODUCTS OPER - $195,000 BOND	192,738	188,616
UNITEDHEALTH GROUP INC - $240,000 BOND	240,390	234,204
AMERN EXPRESS CO - $195,000 BOND	194,279	191,601
PNC FINL SERVICES - $140,000 BOND	146,469	144,194
NUTRIEN LTD - $195,000 BOND	196,252	196,992

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALLSTATE CORP PFD - 933 SHARES	25,042	24,836
ALLSTATE CORP PFD - 1,144 SHARES	24,962	25,031
AT&T INC - 1,767 SHARES	37,390	37,178
KEYCORP PFD - 1,097 SHARES	24,726	26,756
METLIFE INC - 2,058 SHARES	49,948	48,445
MORGAN STANLEY - 3,401 SHARES	85,403	85,365
MORGAN STANLEY - 1,552 SHARES	38,800	41,144
REGIONS FINANCIAL CORP - 1,114 SHARES	24,998	27,003
SCE TRUST VII PFD - 1,426 SHARES	37,475	36,862

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
VINTAGE 2023 PRIVATE INVESTMENTS	AT COST	130,732	125,453
VINTAGE 2024 PRIVATE INVESTMENTS	AT COST	64,102	67,222
ANTARES STRATEGIC CREDIT FUND COMMON	AT COST	1,025,401	1,028,551
HPS CORPORATE LENDING FUND	AT COST	1,100,708	1,131,844
BLUE OWL REAL ESTATE NET LEASE TRUST	AT COST	1,000,000	1,002,995
FIDELITY 500 INDEX FUND - 2,834.4 SHARES	AT COST	566,697	578,756
FINANCIAL SELECT SECTOR SPDR - 1,815 SHARES	AT COST	81,921	87,719
INDUSTRIAL SELECT SECT SPDR - 93 SHARES	AT COST	13,211	12,253
SIX CIRCLE MGD EQ US UNCON - 54,132.437 SHARES	AT COST	1,105,526	1,121,083
ISHARES CORE S&P MIDCAP ETF - 783 SHARES	AT COST	48,302	48,789
FIDELITY INTL INDX-INST PRM - 765.375 SHARES	AT COST	39,605	36,386
JPMORGAN BETABUILDERS CANADA - 876 SHARES	AT COST	61,606	61,837
SIX CIRCLE MGD EQ INTL UNCON - 28,001.777 SHARES	AT COST	395,399	360,663
JPMORGAN BETABUILDERS EUROPE ETF - 442 SHARES	AT COST	26,550	24,496
JPMORGAN BETABUILDERS JAPAN ETF - 1,788 SHARES	AT COST	103,571	98,143
JPMORGAN BETABUILDERS DEVELO - 763 SHARES	AT COST	38,972	37,196

- TIN:

TY 2024 LegalFeesSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,590	0		159

- TIN:

TY 2024 OtherExpensesSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ILLINOIS ANNUAL REPORT FEES	15	0		15

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	44,397	44,397		0

- TIN:

TY 2024 TaxesSchedule

Name:

EDWARD HINZ FAMILY FOUNDATION

EIN:

92-1345267

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES	12,750	0		0