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
OBERWEILER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)330 E MAIN ST 204
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BARRINGTON, IL60010
A Employer identification number

36-4376705
B Telephone number (see instructions)

(847) 277-7443
C 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$19,177,348J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 406 406  
4 Dividends and interest from securities... 383,919 383,919  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 980,078
b Gross sales price for all assets on line 6a 1,756,068
7 Capital gain net income (from Part IV, line 2)... 980,078
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........ 1,364,403 1,364,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 181,300 36,260   145,040
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,415 1,083   4,332
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
96 19   77
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,000 24,750   8,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
187,355 184,523   2,832
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,954 29,754   10,700
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,448 1,890   7,559
21 Travel, conferences, and meetings....... 275 55   220
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,171 12,930   2,241
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 486,014 291,264   181,251
25 Contributions, gifts, grants paid....... 829,700 829,700
26 Total expenses and disbursements. Add lines 24 and 25 1,315,714 291,264   1,010,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,689
b Net investment income (if negative, enter -0-) 1,073,139
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......... 320,334 314,006 314,006
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 arrow340
Less: allowance for doubtful accounts right arrow0 1,236 340 340
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)....... 10,071,191 Click to see attachment
List of Attached Documents:
// Content
10,126,842 		18,027,163
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,301,816 Click to see attachment
List of Attached Documents:
// Content
1,298,741 		833,736
14 Land, buildings, and equipment: basis right arrow8,614
Less: accumulated depreciation (attach schedule) right arrow8,614      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
2,103 		Click to see attachment
List of Attached Documents:
// Content
2,103
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,694,577 11,742,032 19,177,348
Liabilities 17 Accounts payable and accrued expenses.......... 500 500
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)......... 500 500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,694,077 11,741,532
29 Total net assets or fund balances (see instructions)..... 11,694,077 11,741,532
30 Total liabilities and net assets/fund balances (see instructions). 11,694,577 11,742,032
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,694,077
2
Enter amount from Part I, line 27a .....................
2
48,689
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,742,766
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,234
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,741,532
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 PUBLICLY TRADED SECURITIES - ST P    
b PUBLICLY TRADED SECURITIES -LT 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 70,832   62,432 8,400
b 1,685,236   713,558 971,678
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       8,400
b       971,678
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 2 980,078
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 14,917
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 14,917
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,917
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,472
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,472
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,555
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow35,555 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 arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowHTTPS://OBERWEILERFOUNDATION.ORG/
14
The books are in care ofright arrowMARY E ROWE Telephone no.right arrow (847) 277-7443

Located atright arrow330 E MAIN STREET SUITE 204BARRINGTONIL ZIP+4right arrow60010
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)
 
No
(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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SIEGFRIED WEILER PRESIDENT
0.20 		0 0 0
6840 CRYSTAL SPRINGS ROAD
BULLVALLEY,IL60098
ANNA WEILER TREASURER
0.10 		0 0 0
6840 CRYSTAL SPRINGS ROAD
BULLVALLEY,IL60098
RONALD OHLSEN DIRECTOR
0.10 		200 0 0
1013 FERCHLAND PLACE 410
MORONA,WI53714
MARTHA LINN DIRECTOR
0.10 		200 0 0
140 W HILLSIDE
BARRINGTON,IL60010
MARY ROWE VICE PRESIDENT/EXECUTIVE D
40.00 		180,500 5,415 0
200 ELA STREET STE 204
BARRINGTON,IL60010
KEVIN SCHEIWILLER DIRECTOR
0.10 		200 0 0
2130 HASSELL ROAD APT 204
HOFFMAN ESTATES,IL60169
SUE SINDEWALD DIRECTOR
0.10 		200 0 0
908 WEST POINT DRIVE
SCHAUMBURG,IL60193
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
FISHER INVESTMENTS INVESTMENT ADVISORY FEES 180,502
ONE LINCOLN CENTRE SUITE 1010
18W140 BUTTERFIELD
OAKBROOK TERRACE,IL60181
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
18,124,817
b
Average of monthly cash balances.......................
1b
438,161
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,562,978
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
18,562,978
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
278,445
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,284,533
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
914,227
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
914,227
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,917
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,917
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
899,310
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
899,310
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
899,310
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
1,010,951
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,010,951
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 7 899,310
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 626,317
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: right arrow$ 1,010,951
a Applied to 2023, but not more than line 2a 626,317
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..... 384,634
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 .......... 		514,676
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)
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).)
SIEGFRIED WEILER
ANNA WEILER
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 e-mail address of the person to whom applications should be addressed:
MARY E ROWE
330 E MAIN STREET SUITE 204
BARRINGTON,IL60010
(847) 277-7443
OBERW1@AMERITECH.NET
bThe form in which applications should be submitted and information and materials they should include:
OBERWEILER FOUNDATION SCHOLARSHIP APPLICATION FORM
cAny submission deadlines:
MARCH 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ELIGIBILITY: GRADUATING BHS SENIORS WHO PLAN TO ATTEND A COMMUNITY COLLEGE, TRADE/VOCATIONAL SCHOOL, TECHNICAL TRAINING OR AN APPRENTICESHIP. PREFERENCE WILL BE GIVEN TO THOSE STUDENTS PURSUING A PROGRAM OR CERTIFICATION IN ELECTRICAL, PLUMBING, HVAC, WELDING, REFRIGERATION, AUTO, CARPENTRY OR CONSTRUCTION TRADES. APPLICATION MUST BE RECEIVED THROUGH THE BHS LOCAL SCHOLARSHIP PROCESS AND INCLUDE THE OBERWEILER FOUNDATION APPLICATION, ONE LETTER OF RECOMMENDATION, AND AN ESSAY (500 WORDS OR LESS) DESCRIBING THE APPLICANT'S POST HIGH SCHOOL PLANS, WHY HE/SHE HAS CHOSEN THIS PATH, AND HOW THIS SCHOLARSHIP WILL HELP HIM/HER REACH THEIR GOALS. OBERWEILER FOUNDATION DIRECTORS, EMPLOYEES, DONORS AND THEIR CHILDREN ARE NOT ELIGIBLE.
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

A SAFE HAVEN

2750 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC SUPPORTIVE SERVICES FOR VETERANS AND FAMILIES 30,000

ALLIANCE FOR THE GREAT LAKES

150 NORTH MICHIGAN AVENUE STE 750
CHICAGO,IL60601 		NONE PC CHICAGO LEAD SERVICE LINE REPLACEMENT PROJECT 30,000

ANGELIC ORGANICS LEARNING CENTER

1545 ROCKTON RD
CALEDONIA,IL61011 		NONE PC URGENT ROOF REPAIRS; PATHWAYS TO HEALTH OVERNIGHT CAMP 8,000

ANGELIC ORGANICS LEARNING CENTER

1545 ROCKTON RD
CALEDONIA,IL61011 		NONE PC PATHWAYS TO HEALTH 20,000

BRAVEHEARTS THERAPEUTIC RIDING AND EDUCATIONAL CENTER

7319 MAXON RD
HARVARD,IL60033 		NONE PC TRAIL TO ZERO- WINDY KNOLL TRAINING RIDE 25,000

CENTER FOR INDEPENDENCE

100 W PLAINFIELD RD
COUNTRYSIDE,IL60525 		NONE PC THERAPY PROGRAMS FOR CHILDREN 10,000

CHICAGO CHILDREN'S ADVOCACY CENTER

1240 S DAMEN AVE
CHICAGO,IL60608 		NONE PC EDUCATION, OUTREACH AND PREVENTION 15,000

CHICAGO LIGHTS

126 EAST CHESTNUT STREET
CHICAGO,IL60611 		NONE PC URBAN FARM 15,000

CHILDREN'S ADVOCACY CENTER OF NORTHWEST COOK COUNTY

640 ILLINOIS BLVD
HOFFMAN ESTATES,IL60169 		NONE PC SAFE FROM THE START PROGRAM 5,000

CHILDREN'S ONCOLOGY SERVICES

213 W INSTITUTE PLACE SUITE 410
CHICAGO,IL60610 		NONE PC SUMMER CAMP 2025 25,000

CITIZENS FOR CONSERVATION

PO BOX 435 ATTN SHARON PASCH
PRESIDENT
BARRINGTON,IL60610 		NONE PC SUMMER INTERNSHIP PROGRAM 20,000

COLLEGE OF LAKE COUNTY FOUNDATION

19351 W WASHINGTON ST
GRAYSLAKE,IL60030 		NONE PC GREENBELT FARM INITIATIVES 15,000

COMER CHILDREN'S HOSPITAL

5721 S MARYLAND AVE
CHICAGO,IL60637 		NONE PC INTEGRATIVE MEDICINE PROGRAM 40,000

DANNY DID FOUNDATION

3008 CENTRAL ST
EVANSTON,IL60201 		NONE PC PROTECTING KIDS WITH EPILEPSY 7,000

DISABLED PATRIOT FUND

7808 W COLLEGE DR
PALOS HEIGHTS,IL60477 		NONE PC GENERAL 5,000

ENVIRONMENTAL LAW AND POLICY CENTER

35 E WACKER DRIVE STE 1600
CHICAGO,IL60601 		NONE PC RISING WATERS 20,000

FRIENDS OF FISHER HOUSE - ILLINOIS

PO BOX 5541
RIVER FOREST,IL60305 		NONE PC VETERAN HOUSING 5,000

FRIENDS OF THE CHICAGO RIVER

121 W WACKER DR STE 1700
CHICAGO,IL60601 		NONE PC RIVER VOLUNTEER STEWARDSHIP PROGRAM 25,000

FRIENDS OF THE ILLINOIS NATURE PRESERVES

224 CONCORD DR
DEKALB,IL60115 		NONE PC FIELD ORGANIZERS 25,000

GIGI'S PLAYHOUSE

2350 W HIGGINS RD
HOFFMAN EST,IL60169 		NONE PC GIGI FIT PROGRAM 20,000

GREEN CITY MARKET

2613 W LAWRENCE AVENUE
CHICAGO,IL60601 		NONE PC FARM TO MARKET FIELD TRIPS 35,000

GROUNDSWELL CONSERVANCY

211 S PATERSON ST SUITE 250
MADISON,WI53703 		NONE PC LIFTING HEARTS THERAPY GARDEN-TRANSPORT 5,000

GROUNDSWELL CONSERVANCY INC

211 S PATERSON ST STE 250
MADISON,WI53703 		NONE PC HEALING GARDEN 15,000

HUMBLE DESIGN

21420 MELROSE AVE
SOUTHFIELD,MI48075 		NONE PC HUMBLE HOMES CHICAGO 10,000

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND

520 E CAPITOL AVE
SPRINGFIELD,IL62701 		NONE PC ILLINOIS IS BEAUTIFUL 25,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 WEST FULLERTON AVENUE
CHICAGO,IL60647 		NONE PC CARE COORDINATION PROGRAM 15,000

INGALL'S DEVELOPMENT FOUNDATION

1 INGALLS DR
HARVEY,IL60426 		NONE PC INTEGRATIVE WELLNESS PROGRAM 25,000

KIDS ABOVE ALL ILLINOIS

8765 W HIGGINS RD STE 450
CHICAGO,IL60631 		NONE PC HOLISTIC THERAPY PROGRAMS 12,000

KIDS RANK

1957 SHERIDAN RD
HIGHLAND PARK,IL60035 		NONE PC 2024 GROWTH INITIATIVES 25,000

LAKE FOREST OPEN LANDS ASSOCIATION

350 N WAUKEGAN RD
LAKE FOREST,IL60045 		NONE PC RESTORATION ECOLOGY COLLEGE SUMMER INTERNSHIP PROGRAM 20,000

LEGACY RANCH - EQUINE ASSISTED SERVICES

2705 S FARRELL RD
LOCKPORT,IL60441 		NONE PC PROGRAMS FOR VETERANS 5,000

MCHENRY COUNTY CONSERVATION FOUNDATION

7210 KEYSTONE RD
RICHMOND,IL60071 		NONE PC VOLUNTEER STEWARDSHIP COORDINATOR 15,000

MORTON ARBORETEUM

4100 ILLINOIS ROUTE 53
LISLE,IL60532 		NONE PC TREE SCIENCE RESEARCH 5,000

NATIONAL WOMEN VETERANS UNITED

8620 S PULASKI RD LOWER LEVEL
CHICAGO,IL60652 		NONE PC OPIOID USE EDUCATION AND PREVENTION OUTREACH 15,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NONE PC CHILD NUTRITION PROGRAM 20,000

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

1400 W AUGUSTA BLVD
CHICAGO,IL60642 		NONE PC FAMILY CARES COMMUNITY HEALTH CENTER 5,000

OAK PARK RIVER FOREST INFANT WELFARE SOCIETY

28 MADISON ST
OAK PARK,IL60302 		NONE PC PORTABLE DENTAL PROGRAM 10,000

OUTREACH HOUSE

805 S MAIN STREET
LOMBARD,IL60148 		NONE PC COMMUNITY OUTREACH SERVICES 10,000

PEOPLE'S RESOURCE CENTER

201 S NAPERVILLE RD
WHEATON,IL60187 		NONE PC BASIC SERVICES PROGRAM 15,000

PHILIP J ROCK CENTER AND SCHOOL FOUNDATION

333 W WACKER DR STE 19
CHICAGO,IL60606 		NONE PC SCHOOL SUPPLIES 2,700

SHEDD AQUARIUM

1200 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC WETLANDS RESTORATION AND MONITORING IN COOK COUNTY 15,000

THE GATHERING LIGHTHOUSE

26 N PARK AVE
LOMBARD,IL60148 		NONE PC HOLISTIC HEALTH 5,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		NONE PC VOLUNTEER STEWARDSHIP NETWORK 30,000

TRAVIS MANION FOUNDATION

140 EAST STATE STREET
DOYLESTOWN,PA18901 		NONE PC MW REGIONAL SUMMIT 35,000

TRUST FOR PUBLIC LAND

23 GEARY ST STE 10
SAN FRANCISCO,CA94108 		NONE PC NORTH LAWNDALE 25,000

VETERANS PATH TO HOPE (DBA TRANSITIONAL LIVING SERVICES)

5330 W ELM ST
MCHENRY,IL60050 		NONE PC VETERANS COMMUNITY ACTION TEAM 25,000

WINGS PROGRAM INC

PO BOX 95615
PALATINE,IL60095 		NONE PC ENRICHING ACTIVITIES AND ESSENTIAL APPOINTMENTS 20,000

YOUTH CONSERVATION CORPS

1020 W GREENWOOD AVE
WAUKEGAN,IL60087 		NONE PC SUMMER CONSERVATION PROGRAM 20,000
Total .................................right arrow 3a 829,700
bApproved for future payment

COMER CHILDREN'S HOSPITAL
5721 S MARYLAND AVE
CHICAGO,IL60637 		NONE PC INTEGRATIVE MEDICINE PROGRAM 80,000

FRIENDS OF THE CHICAGO RIVER
121 W WACKER DR STE 1700
CHICAGO,IL60601 		NONE PC RIVER VOLUNTEER STEWARDSHIP PROGRAM 25,000

THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		NONE PC VOLUNTEER STEWARDSHIP NETWORK 30,000
Total ................................. right arrow 3b 135,000
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 ........... 		    14 406  
4 Dividends and interest from securities ....     14 383,919  
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 ............ 		    18 980,078  
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 1,364,403 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,364,403
(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)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name 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

TY 2024 AccountingFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 33,000 24,750   8,250

TY 2024 AllOthProgRltdInvestmentsSch
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Name of Stock End of Year Book Value End of Year Fair Market Value
4466 SHARES ABB LTD ADR 104,163 239,869
1286 SHARES ABBOTT LABS 120,633 145,459
371 SHARES ADOBE INC 131,886 164,976
2084 SHARES ADVANCED MICRO DEVICES INC 219,846 251,726
4814 SHARES ALPHABET INC CLASS A 247,019 911,290
3813 SHARES AMAZON COM INC COM 382,647 836,534
32187 SHARES AMBEV SA SPON ADR 94,334 59,546
1160 SHARES AMERICAN EXPRESS CO 137,048 344,276
4339 SHARES APPLE INC 222,612 1,086,572
271 SHARES ASML HOLDING N V NYS 69,760 187,825
10657 SHARES BANCO BILBAO VIZCAYA ARGEN ADR 53,809 103,586
2203 SHARES BANK OF AMER CORP 77,602 96,822
2003 SHARES BHP GROUP PLC SPONSORED AD ADR 88,587 97,806
197 SHARES BLACKROCK INC 142,201 201,947
4450 SHARES BNP PARIBAS ADR 164,941 136,615
549 SHARES BOEING COMPANY 111,813 97,173
52 SHARES BOOKING HLDINGS INC 133,365 258,358
1674 SHARES BP PLC SPONSORED ADR ADR 77,879 49,483
1870 SHARES BROADCOM INC 103,605 433,541
4782 SHARES CANADIAN NAT RESOURCES LTD CAD 196,100 147,620
1000 SHARES CATERPILLAR INC DEL 125,941 362,760
1838 SHARES CHEVRON CORP NEW 239,382 266,216
3505 SHARES CITIGROUP INC 174,860 246,717
835 SHARES CONOCOPHILLIPS 55,908 82,807
269 SHARES COSTCO WHSL CORP NEW 76,494 246,477
853 SHARES CROWN CASTLE INTL CORP REIT 130,250 77,418
2646 SHARES CSX CORP 60,251 85,386
451 SHARES CUMMINS INC 112,250 157,219
363 SHARES DANAHER CORP 52,497 83,327
1388 SHARES DEUTSCHE POST AG SPONS ADR 56,787 48,441
2668 SHARES EXXON MOBIL CORP 270,523 286,997
5109 SHARES FANUC CORP ADR 71,847 66,621
6778 SHARES FREEPORT-MCMORAN INC 122,948 258,106
456 SHARES GOLDMAN SACHS GROUP INC 177,087 261,115
834 SHARES HOME DEPOT INC 176,778 324,418
442 SHARES ILLINOIS TOOL WORKS INC 86,760 112,074
8693 SHARES ING GROEP N.V. ADR 141,084 136,219
7092 SHARES INTESA SANPAOLO S P A ADR 109,308 171,272
190 SHARES INTUIT 118,345 119,415
303 SHARES INTUITIVE SURGICAL INC NEW 58,994 158,154
2561 SHARES JOHNSON CTLS INTL PLC 150,805 202,140
1071 SHARES JPMORGAN CHASE & CO 115,286 256,729
1990 SHARES LOREAL CO ADR 86,304 140,116
1930 SHARES LAM RESEARCH CORP 53,439 139,404
2215 SHARES LAS VEGAS SANDS CORP 131,660 113,762
1226 SHARES LVMH MOET HENNESSY LOU VUI ADR 89,394 160,226
450 SHARES MASTERCARD INC CL A 153,771 236,957
673 SHARES MEDTRONIC PLC 58,241 53,759
577 SHARES META PLATFORMS INC CL A 198,721 337,839
2267 SHARES MICROSOFT CORP 221,403 955,541
6646 SHARES MURATA MFG CO LTD ADR 65,410 53,102
1470 SHARES NESTLE S A ADR 149,438 120,099
438 SHARES NETFLIX INC COM 208,149 390,398
592 SHARES NIKE INC CL B 61,263 44,797
7880 SHARES NVIDIA CORP 164,845 1,058,205
997 SHARES ORACLE CORP 48,428 166,140
844 SHARES PEPSICO INC 157,275 128,339
1047 SHARES PROCTER & GAMBLE CO 159,247 175,530
2108 SHARES RIO TINTO PLC ADR 116,965 123,971
3129 SHARES SHELL PLC SPON ADR 210,826 196,032
2068 SHARES RTX CORP 175,984 239,309
1071 SHARES SALESFORCE COM INC 190,139 358,067
1147 SHARES SAP SE SPON ADR 109,139 282,403
2001 SHARES SCHWAB CHARLES CORP NEW 146,285 148,094
151 SHARES SERVICENOW INC 102,429 160,078
1722 SHARES SIEMENS A G ADR 115,091 166,483
2990 SHARES SONY GROUP CORP SPONSORED ADR 51,582 63,268
1167 SHARES STARBUCKS CORP 97,747 106,489
493 SHARES STRYKER CORP 136,843 177,505
1773 SHARES TAIWAN SEMICONDUCTOR MFG L ADR 89,042 350,150
358 SHARES THERMO FISHER SCIENTIFIC INC 110,890 186,242
934 SHARES TOKYO ELECTRON LTD ADR ADR 32,234 70,508
2678 SHARES TOTALENERGIES SE SPONS ADR 172,207 145,951
1100 SHARES TOYOTA MOTOR CORP NEW JAPAN 139,731 214,071
6753 SHARES UNICREDIT SPA UNSPONSORED ADR 91,365 134,925
367 SHARES UNION PAC CORP 60,669 83,691
295 SHARES UNITEDHEALTH GROUP INC 138,446 149,229
161.975 SHARES VISA INC 142,862 278,747
2841 SHARES WALMART INC 125,143 256,684

TY 2024 InvestmentsOtherSchedule2
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
11961 SHARES CION INVESTMENT CORP AT COST 250,000 136,355
5627 SHARES FS KKR CAPITAL CORP II AT COST 250,000 122,218
25252.525 SHARES HMS INCOME FUND INC AT COST 250,000 194,192
31285.7 SHARES KBS REIT III AT COST 314,978 121,701
CNL STRATEGIC CAPITAL, LLC AT COST 233,763 259,270

TY 2024 LegalFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 96 19   77


TY 2024 OtherAssetsSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM VANGUARD   2,103 2,103


TY 2024 OtherDecreasesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Description Amount
PRIOR PERIOD ADJUSTMENT 1,234


TY 2024 OtherExpensesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 8 4   4
DUES AND SUBSCRIPTIONS 500 250   250
INSURANCE 1,503 752   751
INTERNET SERVICE 1,564 782   782
OFFICE SUPPLIES 398 199   199
CNL - DEDUCTIONS RELATED TO PORTFOLIO INCOME 10,688 10,688   0
POSTAGE AND DELIVERY 186 93   93
SUPPLIES 324 162   162


TY 2024 OtherProfessionalFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADP PAYROLL SERVICE FEES 3,540 708   2,832
INVESTMENT EXPENSES - UBS 3,197 3,197   0
INVESTMENT EXPENSES - FISHER ASSET MANAGEMENT 180,502 180,502   0
INVESTMENT EXPENSES - LPL 116 116   0


TY 2024 TaxesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAYMENTS 13,500 0   0
FOREIGN TAXES 27,140 27,140   0
LICENSES, FEES, AND PERMITS 234 0   234
PAYROLL TAXES 13,070 2,614   10,456
FILING FEE 10 0   10