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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HENRY UIHLEIN II AND MILDRED A UIHLEIN
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)HEAVEN HILL FARM 302 BEAR CUB LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE PLACID, NY129463117
A Employer identification number

39-1322495
B Telephone number (see instructions)

(518) 523-3061
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$22,943,327J Accounting method:
Modified Cash
(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) 50,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 74,394 74,394  
4 Dividends and interest from securities... 152,050 152,050  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,288,752
b Gross sales price for all assets on line 6a 5,522,906
7 Capital gain net income (from Part IV, line 2)... 1,288,752
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
2,267 2,267  
12 Total. Add lines 1 through 11........ 1,567,463 1,517,463  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 275,000 13,750   261,250
14 Other employee salaries and wages...... 204,590 0   204,590
15 Pension plans, employee benefits....... 34,316 0   34,316
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,000 0   2,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,527 0   60,527
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
151,225 31,892   119,333
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,674 674   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 22,044 0   22,044
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
235,269 9   235,260
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 988,645 46,325   939,320
25 Contributions, gifts, grants paid....... 294,771 294,771
26 Total expenses and disbursements. Add lines 24 and 25 1,283,416 46,325   1,234,091
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 284,047
b Net investment income (if negative, enter -0-) 1,471,138
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 699,327 677,779 677,779
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) 1,864,879 Click to see attachment
List of Attached Documents:
// Content
1,873,872 		1,873,872
b Investments—corporate stock (attach schedule)....... 2,904,393 Click to see attachment
List of Attached Documents:
// Content
2,905,984 		2,905,984
c Investments—corporate bonds (attach schedule)....... 1,146,440 Click to see attachment
List of Attached Documents:
// Content
1,060,863 		1,060,863
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,084,484 Click to see attachment
List of Attached Documents:
// Content
7,414,748 		7,414,748
14 Land, buildings, and equipment: basis right arrow9,010,081
Less: accumulated depreciation (attach schedule) right arrow   8,544,015 Click to see attachment
List of Attached Documents:
// Content
9,010,081 		9,010,081
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,243,538 22,943,327 22,943,327
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 22,243,538 22,943,327
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,243,538 22,943,327
30 Total liabilities and net assets/fund balances (see instructions). 22,243,538 22,943,327
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
22,243,538
2
Enter amount from Part I, line 27a .....................
2
284,047
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
415,742
4
Add lines 1, 2, and 3 ..........................
4
22,943,327
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
22,943,327
Form 990-PF (2024)
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 SALE OF PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,196,066   4,234,154 961,912
b 326,840     326,840
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       961,912
b       326,840
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,288,752
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 20,449
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 20,449
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 20,449
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,130
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 27,130
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
8 280
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 6,401
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,401 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowNY
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 2024 or the taxable year beginning in 2024? 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 arrowDWAYNE JOHNSON ASSOCIATES Telephone no.right arrow (262) 522-4136

Located atright arrowW233N2080 RIDGEVIEW PKWY STE 301WAUKESHAWI ZIP+4right arrow531881025
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 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)
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
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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
JOHN D LEEKLEY JR TRUSTEE, CHAIRPERSON
10.00 		105,000 0 0
C/O HEAVEN HILL FARM 302 BEAR CUB
LN
LAKE PLACID,NY129463117
JAMES MCKENNA TRUSTEE, CEO/VICE CHAIR (FROM 07/2024)
35.00 		170,000 0 0
C/O HEAVEN HILL FARM 302 BEAR CUB
LN
LAKE PLACID,NY129463117
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
ANDREA L GROUT PROPERTY DIRECTOR
40.00 		69,500 0 0
C/O HEAVEN HILL FARM 302 BEAR CUB
LN
LAKE PLACID,NY129463117
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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 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 FOUNDATION'S FOUNDER, HENRY UIHLEIN, DIRECTED THAT, IF POSSIBLE, HIS PROPERTY NOT BE TURNED INTO A COMMERCIAL OR RESIDENTIAL DEVELOPMENT. ACCORDINGLY, THE FOUNDATION HAS RENOVATED AND RESTORED ITS RATHER EXTENSIVE FARMHOUSE AND MAKES IT AVAILABLE TO REGIONAL NOT-FOR-PROFIT ORGANIZATIONS AS A VENUE FOR MEETINGS, SEMINARS, RETREATS, FUND-RAISERS AND THE LIKE. AN UPDATED (BUT NOT "COMMERCIAL") KITCHEN IS AVAILABLE ALONG WITH FIBER-SUPPORTED WI-FI. IN PRE-COVID YEARS, THE BUILDING WOULD HOST AROUND 3,000 VISITORS A YEAR. IN 2021, THE BUILDING REOPENED AFTER THE PANDEMIC IN JUNE AND SAW ABOUT 1050 VISITORS DURING THE REMAINDER OF THE YEAR. IN 2022 THE NUMBER INCREASED TO 2,196. THE YEAR 2023 SAW 2,046 VISITORS WITH THAT NUMBER INCREASING SLIGHTLY IN 2024 TO 2348. ESTIMATED ALLOCATION OF EXPENSES (INCLUDING MAJOR REPAIRS WHICH WERE ALLOCATED TO COST BASIS) 409,000
2 THE FOUNDATION HAS DEVELOPED OVER TEN MILES OF WALKING/HIKING/BIKING/CROSS-COUNTRY SKI TRAILS THAT ARE EXTENSIVELY USED YEAR-ROUND BY LOCAL RESIDENTS AND VISITORS. THE COVID LOCKDOWN SPURRED EVEN MORE USAGE. ESTIMATES PUT TOTAL USAGE FOR THE YEAR IN THE SIX FIGURES. HENRY'S WOODS LIES AT THE EASTERN END OF THE PROPERTY AND CONSISTS OF SEVERAL HEAVILY ENGINEERED TRIALS OF LIGHT TO MODERATE DIFFICULTY AND BREATH-TAKING VIEWS FROM LOOKOUTS HIGHER UP THE HILL. HEAVEN HILL TRAILS, INCLUDING OLD ORCHARD TRAIL, ARE LOCATED ON RELATIVELY FLAT TERRAIN AT THE WESTERN END OF THE PROPERTY. ALL TRAILS ARE WELL MARKED. RECENT ACQUISITION OF ADJACENT PROPERTY FORMERLY USED FOR POTATO RESEARCH HAS PROMPTED A HALT TO FURTHER TRAIL DEVELOPMENT PENDING THE COMPLETION OF A COMPREHENSIVE PLAN FOR THE TRAIL SYSTEM 10,000
3 SEE STATEMENT 17 220,000
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
13,876,924
b
Average of monthly cash balances.......................
1b
273,538
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,150,462
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,150,462
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
212,257
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,938,205
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
696,910
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
696,910
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,449
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,449
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
676,461
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
676,461
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
676,461
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
1,234,091
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
466,066
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
1,700,157
Form 990-PF (2024)
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 7 676,461
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 40,696
b From 2020...... 65,636
c From 2021...... 699,482
d From 2022...... 1,903,086
e From 2023...... 553,310
f Total of lines 3a through e ........ 3,262,210
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,700,157
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 676,461
e Remaining amount distributed out of corpus 1,023,696
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 4,285,906
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 .......... 		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) ....... 		50,000
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 ...... 		4,235,906
10 Analysis of line 9:
a Excess from 2020.... 56,332
b Excess from 2021.... 699,482
c Excess from 2022.... 1,903,086
d Excess from 2023.... 553,310
e Excess from 2024.... 1,023,696
Form 990-PF (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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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)
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)
aPaid during the year

ADIRONDACK FOUNDATION

PO BOX 288
LAKE PLACID,NY129460288 		N/A PC NORTH ELBA CHRISTMAS FUND 10,000

ADIRONDACK RESEARCH CONSORTIUM

PO BOX 96
PAUL SMITHS,NY12970 		N/A PC YOUTH CLIMATE CHANGE WORKSHOP 1,500

ADIRONDACK SPEEDSKATING CLUB

122 MCKINLEY STREET
LAKE PLACID,NY12946 		N/A PC SKATE ROCKER MACHINE 2,660

CHAZY YOUTH HOCKEY

PO BOX 462
CHAZY,NY12921 		N/A PC GRANT FOR GIRL YOUTH'S HOCKEY TEAM 1,000

ESSEX COUNTY HISTORICAL SOCIETY

PO BOX 428 7590 COURT STREET
ELIZABETHTOWN,NY129320428 		N/A PC GENERAL OPERATIONS AND EDUCATIONAL PROGRAMS 7,500

HOMESTEAD DEVELOPMENT CORPORATION

70 TRILLIUM DRIVE
LAKE PLACID,NY12946 		N/A PC THRIFT SHOP GRANT 100,000

LAKE PLACID CENTER FOR THE ARTS

17 ALGONQUIN DRIVE
LAKE PLACID,NY129461054 		N/A PC FACILITY MAINTENANCE SUPPORT 20,000

LAKE PLACID COMMUNITY BEAUTIFICATION ASSOCIATION

2693 MAIN STREET
LAKE PLACID,NY129463351 		N/A PC GENERAL OPERATIONS SUPPORT 14,000

LAKE PLACID NORTH ELBA HISTORICAL SOCIETY

PO BOX 189
LAKE PLACID,NY129460189 		N/A PC GENERAL OPERATIONS 15,000

LAKE PLACID PUBLIC LIBRARY

2471 MAIN STREET
LAKE PLACID,NY129463301 		N/A PC GENERAL OPERATIONS 5,000

LAKE PLACID SINFONIETTA INC

PO BOX 1303
LAKE PLACID,NY129465303 		N/A PC GENERAL OPERATIONS 9,000

LAKE PLACID VOLUNTEER AMBULANCE SERVICES INC

PO BOX 107
LAKE PLACID,NY129460107 		N/A PC GENERAL OPERATIONS 5,000

LAKE PLACID VOLUNTEER FIRE DEPARTMENT INC

PO BOX 569
LAKE PLACID,NY129460569 		N/A NC GENERAL OPERATIONS 10,000

NY SKI EDUCATIONAL FOUNDATION

PO BOX 300
WILMINGTON,NY129979998 		N/A PC SUPPORT FOR ATHLETIC TRAVEL EXPENSES 20,000

RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		N/A PC GENERAL OPERATIONS 1,052

RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		N/A PC LP MESONET WEATHER STATION 1,839

RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		N/A PC ALBANY NYS MESONET DATA LICENSE 3,000

RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		N/A PC GENERAL OPERATIONS 6,633

RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY122010009 		N/A PC GENERAL OPERATIONS 17,587

SONGS AT MIRROR LAKE INC

PO BOX 1450
LAKE PLACID,NY129465450 		N/A PC MUSICAL PROGRAMS AT MID'S PARK 6,000

THOMAS SHIPMAN SR MEMORIAL YOUTH CENTER INC

PO BOX 1122
LAKE PLACID,NY129465122 		N/A PC GENERAL OPERATIONS AND BBQ FESTIVAL 15,000

TRI-LAKES HUMANE SOCIETY

PO BOX 111
SARANAC LAKE,NY129830111 		N/A PC GENERAL OPERATIONS 5,000

USA LUGE ASSOCIATION

57 CHURCH STREET
LAKE PLACID,NY12946 		N/A PC GENERAL OPERATIONS 18,000
Total .................................right arrow 3a 294,771
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 74,394  
4 Dividends and interest from securities ....     14 152,050  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,267  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,288,752  
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 1,517,463 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,517,463
(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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
1a(1) 10,000 LAKE PLACID VOLUNTEER FIRE DEPARTMENT INC GRANT MADE FOR GENERAL OPERATING SUPPORT
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
HENRY UIHLEIN II AND MILDRED A UIHLEIN
FOUNDATION
Employer identification number

39-1322495
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
HENRY UIHLEIN II AND MILDRED A UIHLEIN
FOUNDATION 		Employer identification number
39-1322495
Part I
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
THE ESTA KRAMER FOUNDATION CHARITABLE TRUST
 
71 LESSNER ROAD
 
DAMARISCOTTA, ME04543

$ 50,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
HENRY UIHLEIN II AND MILDRED A UIHLEIN
FOUNDATION 		Employer identification number

39-1322495
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
HENRY UIHLEIN II AND MILDRED A UIHLEIN
FOUNDATION 		Employer identification number

39-1322495
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 32,000 0   32,000
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 28,527 0   28,527

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

TY 2024 ExpenditureResponsibilityStmt
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
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
LAKE PLACID VOLUNTEER FIRE DEPARTMENT INC
  		PO BOX 569
LAKE PLACID,NY129460569 		2024-11-20 10,000 GENERAL OPERATIONS   NO PENDING    

TY 2024 GeneralExplanationAttachment
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Identifier Return Reference Explanation
DIRECT CHARITABLE ACTIVITIES 990PF, PART VIII-A, LINE 3 IN 2020 THE FOUNDATION TOOK TITLE TO APPROXIMATELY 454 ACRES OF FARMLAND DIRECTLY ACROSS BEAR CUB LANE FROM HEAVEN HILL. THIS LAND WAS GIFTED TO CORNELL UNIVERSITY IN THE EARLY '60S BY HENRY UIHLEIN FOR USE IN SEED POTATO RESEARCH. CORNELL DISCONTINUED THE RESEARCH PROJECT AND TURNED THE PROPERTY (INCLUDING A LAB BUILDING AND A LARGE STOREHOUSE) OVER TO THE FOUNDATION. THE FOUNDATION'S INTENT IS TO MAKE THE SPACE AVAILABLE AT NO CHARGE TO NOT-FOR-PROFITS FOR THEIR OFFICES. TO THAT END, THE FOUNDATION HAS INVESTED ABOUT $1.5 MILLION IN RE-PURPOSING A 6,800 SQUARE FOOT POTATO WAREHOUSE INTO USABLE OFFICE SPACE AS WELL AS UPGRADING ELECTRICAL SERVICE, WATER AND SEWER. THE WAREHOUSE, NOW A FULLY FUNCTIONAL OFFICE BUILDING, WAS THE HEADQUARTERS FOR THE WORLD UNIVERSITY GAMES (A 'WINTER OLYMPICS' FOR UNIVERSITIES - 46 UNIVERSITIES FROM ALL OVER THE WORLD PARTICIPATED) IN JANUARY 2023. IN 2024 THE FOUNDATION ENTERED INTO A 30-YEAR LEASE WITH THE AUSABLE FRESHWATER CENTER FOR USE OF THE LAB BUILDING, THE GREENHOUSE AND 10 ACRES OF LAND TO CREATE A NATIVE PLANT NURSERY. THE FOUNDATION CONTINUES TO INVEST IN IMPROVEMENT AND UPGRADES TO THE PROPERTY, INCLUDING TO THE SURROUNDING BUILDINGS.
UNDISTRIBUTED INCOME PART XII, LINE 7 THE FOUNDATION RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $50,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2019 $40,6962020 $9,304

TY 2024 InvestmentsCorpBondsSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP 5.850% DUE 12/15/2027 30,000 QTY 30,757 30,757
AMERICAN EXPRESS CO 6.338% DUE 10/30/2026 30,000 QTY 30,371 30,371
AMERICAN TOWER CORP 5.000% DUE 01/31/2030 25,000 QTY 24,851 24,851
BANK OF AMERICA CORP 5.015% DUE 7/22/2033 30,000 QTY 29,428 29,428
BANK OF NY MELLON CORP 4.289% DUE 06/13/2033 35,000 QTY 32,959 32,959
BHP BILLITON FIN USA LTD 5.100% DUE 9/8/2028 35,000 QTY 35,329 35,329
BROADCOM INC 5.050% DUE 07/12/2029 30,000 QTY 30,112 30,112
CAPITAL ONE FINANCIAL CO 6.312% DUE 6/8/2029 30,000 QTY 30,987 30,987
CITIGROUP INC 3.668% DUE 07/24/2028 35,000 QTY 33,885 33,885
COREBRIDGE FINANCIAL INC 5.750% DUE 01/15/2034 30,000 QTY 30,558 30,558
CVS HEALTH CORP 5.250% DUE 1/30/2031 38,000 QTY 37,127 37,127
DIAMONDBACK ENERGY INC 5.150% DUE 01/30/2030 25,000 QTY 25,048 25,048
DTE ENERGY CO 4.220% DUE 11/01/2024 30,000 QTY 25,096 25,096
ELEVANCE HEALTH INC 5.375% DUE 06/15/2034 29,000 QTY 28,726 28,726
ENERGY TRANSFER LP 6.100% DUE 12/1/2028 29,000 QTY 30,118 30,118
FIFTH THIRD BANCORP 6.339% DUE 07/27/2029 25,000 QTY 25,926 25,926
GEORGIA POWER CO 4.550% DUE 03/15/2030 30,000 QTY 29,512 29,512
GOLDMAN SACHS GROUP INC 4.692% DUE 10/23/2030 30,000 QTY 29,386 29,386
HUNTINGTON BANCSHARES 5.272% DUE 01/15/2031 25,000 QTY 25,001 25,001
JOHN DEERE CAPITAL CORP 4.950% DUE 7/14/2028 30,000 QTY 30,284 30,284
JPMORGAN CHASE & CO 2.069% DUE 06/01/2029 19,000 QTY 17,254 17,254
JPMORGAN CHASE & CO 4.203% DUE 07/23/2029 19,000 QTY 18,496 18,496
L3HARRIS TECH INC 5.400% DUE 10/30/2026 30,000 QTY 30,039 30,039
MARSH & MCLENNAN COS INC 4.650% DUE 03/15/2030 30,000 QTY 29,636 29,636
MICROCHIP TECHNOLOGY INC 4.900% DUE 03/15/2028 30,000 QTY 29,897 29,897
MORGAN STANLEY 5.466% DUE 01/18/2035 29,000 QTY 28,850 28,850
PACIFIC GAS & ELECTRIC 5.550% DUE 05/15/2029 30,000 QTY 30,486 30,486
PAYPAL HOLDINGS INC 2.850% DUE 10/01/2029 35,000 QTY 31,982 31,982
PFIZER INVESTMENT ENTER 4.450% DUE 5/19/2028 26,000 QTY 25,772 25,772
PUBLIC SERVICE ENTERPRIS 5.875% DUE 10/15/2028 30,000 QTY 30,944 30,944
PUBLIC STORAGE 1.850% DUE 05/01/2028 45,000 QTY 41,043 41,043
SUMITOMO MITSUI FINL GRP 2.632% DUE 7/14/2026 41,000 QTY 39,752 39,752
TEXAS INSTRUMENTS INC 1.750% DUE 05/04/2030 46,000 QTY 39,364 39,364
TOYOTA MOTOR CREDIT CORP 5.400% DUE 11/10/2025 12,000 QTY 12,182 12,182
TRUIST FINANCIAL CORP 6.047% DUE 6/8/2027 30,000 QTY 30,474 30,474
WILLIAM COMPANIES INC 3.750% DUE 6/15/2027 30,000 QTY 29,231 29,231

TY 2024 InvestmentsCorpStockSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Name of Stock End of Year Book Value End of Year Fair Market Value
ALIMENTATION COUCHE-TARD I 621.000 SHARES 34,396 34,396
ALPHABET INC CLASS C (GOOG) 662.000 SHARES 126,071 126,071
AMAZON.COM INC (AMZN) 547.000 SHARES 120,006 120,006
AMEREN CORP (AEE) 324.000 SHARES 28,881 28,881
APOLLO GLOBAL MANAGEMENT I (APO) 89.000 SHARES 14,699 14,699
APPLE INC (AAPL) 568.000 SHARES 142,238 142,238
APPLIED MATERIALS (AMAT) 123.000 SHARES 20,003 20,003
ASHTEAD GROUP 448.000 SHARES 27,841 27,841
ASM INTERNATIONAL NV 12.000 SHARES 6,966 6,966
ASML HOLDING 30.000 SHARES 21,152 21,152
AUTOZONE INC (AZO) 3.000 SHARES 9,606 9,606
AVANTOR INC (AVTR) 935.000 SHARES 19,700 19,700
BANK OF AMERICA CORP (BAC) 1235.000 SHARES 54,278 54,278
BJ'S WHOLESALE CLUB HOLDIN (BJ) 228.000 SHARES 20,371 20,371
BOOZ ALLEN HAMILTON HLDGS (BAH) 148.000 SHARES 19,047 19,047
BROADCOM INC (AVGO) 165.000 SHARES 38,253 38,253
BROOKFIELD CORPORATION (BN) 563.000 SHARES 32,344 32,344
BUILDERS FIRSTSOURCE INC (BLDR) 51.000 SHARES 7,289 7,289
BWX TECHNOLOGIES INC (BWXT) 104.000 SHARES 11,584 11,584
CARLISLE COS (CSL) 46.000 SHARES 16,966 16,966
CBRE GROUP INC (CBRE) 132.000 SHARES 17,330 17,330
CCC INTELLIGENT SOLUTIONS (CCCS) 975.000 SHARES 11,436 11,436
CDW CORP/DE (CDW) 114.000 SHARES 19,840 19,840
CENCORA INC (COR) 136.000 SHARES 30,556 30,556
CLEAN HARBORS INC (CLH) 109.000 SHARES 25,085 25,085
CONOCOPHILLIPS (COP) 435.000 SHARES 43,138 43,138
CONSTELLATION SOFTWARE 10.000 SHARES 30,883 30,883
COOPER COS INC/THE (COO) 189.000 SHARES 17,374 17,374
COPART INC (CPRT) 310.000 SHARES 17,790 17,790
CORE & MAIN INC (CNM) 330.000 SHARES 16,800 16,800
COSTCO WHSL CORP NEW (COST) 28.000 SHARES 25,655 25,655
CRH PLC (CRH) 259.000 SHARES 23,962 23,962
DANAHER CORP (DHR) 175.000 SHARES 40,171 40,171
DOLLARAMA INC 241.000 SHARES 23,489 23,489
EATON CORP PLC (ETN) 59.000 SHARES 19,580 19,580
ENTEGRIS INC (ENTG) 107.000 SHARES 10,599 10,599
EQUIFAX INC (EFX) 70.000 SHARES 17,839 17,839
FISERV INC (FI) 237.000 SHARES 48,684 48,684
FORTINET INC (FTNT) 380.000 SHARES 35,902 35,902
GARTNER INC CL A (IT) 85.000 SHARES 41,179 41,179
HILTON WORLDWIDE HOLDINGS (HLT) 130.000 SHARES 32,130 32,130
HOWMET AEROSPACE INC (HWM) 318.000 SHARES 34,779 34,779
IDEXX LABS CORP (IDXX) 22.000 SHARES 9,095 9,095
INTERCONTINENTAL EXCHG INC (ICE) 354.000 SHARES 52,749 52,749
JPMORGAN CHASE & CO (JPM) 259.000 SHARES 62,084 62,084
KEYSIGHT TECHNOLOGIES INC (KEYS) 140.000 SHARES 22,488 22,488
LIVE NATION ENTERTMNT INC (LYV) 139.000 SHARES 18,000 18,000
LOWES COS INC (LOW) 103.000 SHARES 25,420 25,420
LVMH MOET HENNESSY VUITTON 42.000 SHARES 27,729 27,729
MANHATTAN ASSOCIATES INC (MANH) 77.000 SHARES 20,808 20,808
MARVELL TECHNOLOGY INC (MRVL) 411.000 SHARES 45,394 45,394
MCKESSON CORP (MCK) 55.000 SHARES 31,345 31,345
MEDPACE HOLDINGS (MEDP) 58.000 SHARES 19,269 19,269
MERCADOLIBRE INC (MELI) 17.000 SHARES 28,907 28,907
META PLATFORMS INC (META) 145.000 SHARES 84,898 84,898
MICROSOFT CORP (MSFT) 361.000 SHARES 152,161 152,161
MOTOROLA SOLUTIONS INC (MSI) 102.000 SHARES 47,147 47,147
MSCI INC (MSCI) 50.000 SHARES 30,000 30,000
NASDAQ INC. (NDAQ) 362.000 SHARES 27,986 27,986
NEXTERA ENERGY INC (NEE) 336.000 SHARES 24,087 24,087
NICE LTD ADR (NICE) 117.000 SHARES 19,871 19,871
NORTHROP GRUMMAN CORP (NOC) 54.000 SHARES 25,341 25,341
NVIDIA CORP (NVDA) 1036.000 SHARES 139,124 139,124
NXP SEMICONDUCTORS NV (NXPI) 93.000 SHARES 19,330 19,330
OLD DOMINION FREIGHT (ODFL) 50.000 SHARES 8,820 8,820
O'REILLY AUTO INC NEW (ORLY) 15.000 SHARES 17,787 17,787
POOL CORP (POOL) 15.000 SHARES 5,114 5,114
PROLOGIS INC (PLD) 97.000 SHARES 10,252 10,252
RYAN SPECIALTY HOLDNGS INC (RYAN) 330.000 SHARES 21,172 21,172
S&P GLOBAL INC. (SPGI) 46.000 SHARES 22,909 22,909
SAIA INC COM (SAIA) 39.000 SHARES 17,773 17,773
SBA COMMUNICATIONS CORP (SBAC) 58.000 SHARES 11,820 11,820
SCHLUMBERGER LTD (SLB) 809.000 SHARES 31,017 31,017
SPDR S&P OIL & GAS EXPLORA (XOP) 51.000 SHARES 6,750 6,750
SPDR S&P REGIONAL BK ETF (KRE) 90.000 SHARES 5,431 5,431
STERIS PLC (STE) 112.000 SHARES 23,022 23,022
TAKE-2 INTERACTIVE (TTWO) 230.000 SHARES 42,338 42,338
THERMO FISHER SCIENTIFIC (TMO) 71.000 SHARES 36,936 36,936
TRADEWEB MARKETS INC (TW) 192.000 SHARES 25,136 25,136
TRANSUNION (TRU) 524.000 SHARES 48,580 48,580
UNITEDHEALTH GROUP INC (UNH) 140.000 SHARES 70,820 70,820
US FOODS HOLDING CORP (USFD) 447.000 SHARES 30,154 30,154
UTILITIES SELECT SECT SPDR (XLU) 90.000 SHARES 6,812 6,812
VISA INC (V) 293.000 SHARES 92,599 92,599
WALMART INC (WMT) 482.000 SHARES 43,548 43,548
WEX INC (WEX) 64.000 SHARES 11,220 11,220
WILLSCOT HOLDINGS CORP (WSC) 411.000 SHARES 13,747 13,747
WYNDHAM HOTELS & RESORTS (WH) 130.000 SHARES 13,102 13,102

TY 2024 InvestmentsGovtObligationsSch
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
US Government Securities - End of Year Book Value:

1,873,872
US Government Securities - End of Year Fair Market Value:

1,873,872
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OW CREDIT INCOME FUND (OWCIX) 85,335.019 SHARES FMV 669,026 669,026
OW LARGE CAP STRATEGIES FD (OWLSX) 252,621.653 SHARES FMV 5,009,487 5,009,487
OW SMALL & MIDCAP STRAT FD (OWSMX) 108,514.725 SHARES FMV 1,736,235 1,736,235

TY 2024 LandEtcSchedule2
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND - CORNELL LOT 917,398 0 917,398 917,398
LAND - HEAVEN HILL TRAIL 64,220 0 64,220 64,220
LAND - HEAVEN HILL FARM LAND 1,347,486 0 1,347,486 1,347,486
LAND - HENRY'S WOODS LAND 321,639 0 321,639 321,639
LAND - MILLS PROPERTY 1,971,102 0 1,971,102 1,971,102
LAND - OLD ORCHARD TRAIL 81,419 0 81,419 81,419
LAND - POTATO FARM 2,340,008 0 2,340,008 2,340,008
LAND - IMPROVEMENTS 11,650 0 11,650 11,650
LAND - RED BARN 12,950 0 12,950 12,950
BUILDINGS - HEAVEN HILL FARM 1,484,518 0 1,484,518 1,484,518
BUILDINGS - HEAVEN HILL CARETAKERS RESIDENCE 139,373 0 139,373 139,373
BUILDINGS - HEAVEN HILL OFFICE 88,017 0 88,017 88,017
EQUIPMENT 230,301 0 230,301 230,301


TY 2024 LegalFeesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 2,000 0   2,000


TY 2024 OtherExpensesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE - AUTO 922 0   922
INSURANCE - DIRECTORS AND OFFICERS 2,093 0   2,093
INSURANCE - PROPERTY 37,257 0   37,257
OFFICE AND OTHER EXPENSES 34,054 0   34,054
REPAIRS AND MAINTENANCE 129,008 0   129,008
UTILITIES 31,926 0   31,926
OTHER INVESTMENT EXPENSES 9 9   0


TY 2024 OtherIncomeSchedule2
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 2,267 2,267 2,267


TY 2024 OtherIncreasesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 415,742


TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPENSATION STUDY AND REVIEW CONSULTANT 10,308 0   10,308
LAND AND SITE SURVEY CONSULTANT 14,864 0   14,864
OTHER PROGRAMMATIC CONSULTANTS 66,575 0   66,575
LAND MANAGEMENT PLANNING 7,900 0   7,900
STRATEGIC ADVISORY 17,686 0   17,686
PR CONSULTING 2,000 0   2,000
INVESTMENT MANAGEMENT AND ADVISORY 31,892 31,892   0


TY 2024 TaxesSchedule
Name:
HENRY UIHLEIN II AND MILDRED A UIHLEIN
 
FOUNDATION
EIN:
39-1322495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 674 674   0
EXCISE TAX 3,000 0   0