Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BARRINGTON
State or province
IL
Country  
ZIP or foreign postal code
60010
A Employer identification number

36-4376705
B Telephone number (see instructions)

8472777443
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$21,662,352J 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 .................
3 Interest on savings and temporary cash investments 417 417  
4 Dividends and interest from securities... 440,524 440,524  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,663,381
b Gross sales price for all assets on line 6a 5,716,612
7 Capital gain net income (from Part IV, line 2)... 2,663,381
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........ 3,104,322 3,104,322  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 186,315 37,263   149,052
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,577 1,115   4,462
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,334 267   1,067
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,000 16,000   4,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
202,324 199,342   2,982
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
89,719 39,584   11,135
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,573 2,115   8,458
21 Travel, conferences, and meetings....... 215 43   172
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,736 13,541   2,195
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 531,793 309,270   183,523
25 Contributions, gifts, grants paid....... 871,100 871,100
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,402,893 309,270   1,054,623
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,701,429
b Net investment income (if negative, enter -0-) 2,795,052
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 314,006 530,091 530,091
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) 431
Less: allowance for doubtful accounts 0 340 431 431
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)....... 10,126,842 Click to see attachment
List of Attached Documents:
// Content
11,619,328 		20,402,045
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,298,741 Click to see attachment
List of Attached Documents:
// Content
1,293,111 		729,785
14 Land, buildings, and equipment: basis 8,614
Less: accumulated depreciation (attach schedule) 8,614      
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,103 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,742,032 13,442,961 21,662,352
Liabilities 17 Accounts payable and accrued expenses.......... 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 )    
23 Total liabilities (add lines 17 through 22)......... 500 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 11,741,532 13,442,961
29 Total net assets or fund balances (see instructions)..... 11,741,532 13,442,961
30 Total liabilities and net assets/fund balances (see instructions). 11,742,032 13,442,961
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
11,741,532
2
Enter amount from Part I, line 27a .....................
2
1,701,429
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,442,961
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,442,961
Form 990-PF (2025)
Form 990-PF (2025)
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 LONG TERM CAPITAL GAIN - K-1 - CNL STRATEGIC CAPITAL LLC P    
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 428,327   426,857 1,470
b 5,287,196   2,626,374 2,660,822
c 1,089     1,089
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       1,470
b       2,660,822
c       1,089
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 2,663,381
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 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 38,851
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 38,851
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 38,851
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 39,555
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,555
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 6,704
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax6,704 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressHTTPS://OBERWEILERFOUNDATION.ORG/
14
The books are in care ofMARY E ROWE Telephone no. (847) 277-7443

Located at330 E MAIN STREET SUITE 204BARRINGTONIL ZIP+460010
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		0 0 0
1013 FERCHLAND PLACE 410
MORONA,WI53714
MARTHA LINN DIRECTOR
0.10 		200 0 0
140 W HILLSIDE
BARRINGTON,IL60010
MARY ROWE VP/EXECUTIVE DIRECTOR
40.00 		185,915 5,577 0
200 ELA STREET STE 204
BARRINGTON,IL60010
KEVIN SCHEIWILLER DIRECTOR
0.10 		0 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 191,965
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
19,326,456
b
Average of monthly cash balances.......................
1b
599,695
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
19,926,151
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
19,926,151
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
298,892
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,627,259
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
981,363
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
981,363
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
38,851
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
38,851
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
942,512
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
942,512
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
942,512
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, line 26, column (d) ..........
1a
1,054,623
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
1,054,623
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 942,512
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 514,676
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,054,623
a Applied to 2024, but not more than line 2a 514,676
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 2025 distributable amount..... 539,947
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		402,565
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AMERICA CARES TOO

3120 ADAMS ST
BELLWOOD,IL60104 		NONE   VETERANS SUPPORT SERVICES 5,000

ANN AND ROBERT H LURIE CHILDRENS HOSPITAL

225 E CHICAGO AVE BOX 4
CHICAGO,IL60611 		NONE   HOSPITAL BASED VIOLENCE INTERVENTION PROGRAM 15,000

BRAVEHEARTS THERAPEUTIC RIDING AND EDUCATIONAL CENTER

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

BRIGHTPOINT

200 WEST MONROE STREET SUITE 2100
CHICAGO,IL60606 		NONE   ROCKFORD CRISIS NURSERY 20,000

BRUSHWOOD CENTER AT RYERSON WOODS

21850 N RIVERWOODS RD
RIVERWOODS,IL60015 		NONE   IT'S A WIN 25,000

CANAL SHORES GOLF COURSE ASSOCIATION

1030 CENTRAL ST
EVANSTON,IL60201 		NONE   GENERAL 7,000

CATCH (COMMUNITY ACTION TOGETHER FOR CHILDRENS HEALTH)

PO BOX 62
NORTHBROOK,IL60062 		NONE   COMFORT CARE KITS 3,300

CHICAGO CHILDREN'S ADVOCACY CENTER

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

CHICAGO FURNITURE BANK

4801 SOUTH WHIPPLE STREET
CHICAGO,IL60632 		NONE   HOME FURNISHING 20,000

CHILDREN'S ADVOCACY CENTER OF NORTHWEST COOK COUNTY

640 ILLINOIS BLVD
HOFFMAN ESTATES,IL60169 		NONE   FORENSIC AND ADVOCACY PROGRAM 15,000

CITIZENS FOR CONSERVATION

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

CODE PLATOON

1 S DEARBORN ST 20TH FLOOR
CHICAGO,IL60603 		NONE   CAREER ACCESS FOR VETERANS AND FAMILIES 15,000

COMER CHILDREN'S HOSPITAL

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

DANNY DID FOUNDATION

3008 CENTRAL ST
EVANSTON,IL60201 		NONE   PROTECTING KIDS WITH EPILEPSY 10,000

DELTA INSTITUTE

35 E WACKER DRIVE SUITE 1760
CHICAGO,IL60601 		NONE   KANE COUNTY SOIL HEALTH IMPACT AND ECONOMIC ASSESSMENT 25,000

FAITH IN PLACE

5416 S CORNELL AVE 4TH FL
CHICAGO,IL60615 		NONE   MIGRATION AND ME 5,000

FRIENDS OF THE CHICAGO RIVER

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

FRIENDS OF THE FOREST PRESERVE

411 S WELLS ST 800
CHICAGO,IL60607 		NONE   NORTH BRANCH CONSERVATION CREW 25,000

FRIENDS OF THE ILLINOIS NATURE PRESERVES

224 CONCORD DR
DEKALB,IL60115 		NONE   FIELD REPRESENTATIVES 25,000

GARFIELD PARK COMMUNITY COUNCIL

4215 W WASHINGTON BLVD
CHICAGO,IL60624 		NONE   WELLNESS PROGRAMS 7,000

GIGI'S PLAYHOUSE

2350 W HIGGINS RD
HOFFMAN ESTATES,IL60169 		NONE   MATH & LITERACY PROGRAMS 25,000

GILDA'S CLUB CHICAGO

537 N WELLS ST
CHICAGO,IL60654 		NONE   YOUTH AND FAMILY PROGRAMS 10,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		NONE   HEALTHY STUDENT MARKETS 15,000

GREEN CITY MARKET

2613 W LAWRENCE AVENUE
CHICAGO,IL60601 		NONE   EDIBLE EDUCATION PROGRAMMING 40,000

GUITARS FOR VETS

13400 BISHOPS LN 120
BROOKFIELD,WI53005 		NONE   CHICAGO PROGRAMMING 15,000

ILLINOIS ENVIRONMENTAL COUNCIL EDUCATION FUND

520 E CAPITOL AVE
SPRINGFIELD,IL62701 		NONE   CONSERVATION AND SUSTAINABLE AGRICULTURE PROGRAM 25,000

IMPACTING VETERANS LIVES (DBA MIDWEST VETERANS CLOSET)

2323 GREEN BAY RD
NORTH CHICAGO,IL60064 		NONE   VETERANS HELPING VETERANS 3,000

KIDS ABOVE ALI ILLINOIS

8765 W HIGGINS RD STE 450
CHICAGO,IL60631 		NONE   GROUP HOMES 5,000

LAKE FOREST OPEN LANDS ASSOCIATION

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

LAWNDALE CHRISTIAN HEALTH CENTER

3860 W OGDEN AVE
CHICAGO,IL60623 		NONE   VEGGIE RX 5,000

MAKING KANE COUNTY FIT FOR KIDS

N HIGHLAND AVE SUITE 24
AURORA,IL60506 		NONE   HEALTHY EATING AND ACTIVE LIVING PROJECTS 6,000

MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL60532 		NONE   CENTER FOR TREE SCIENCE RESEARCH FELLOWSHIP 10,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NONE   GENERAL 5,000

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION

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

OAK PARK RIVER FOREST INFANT WELFARE SOCIETY

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

OAK-LEYDEN DEVELOPMENTAL SERVICES

411 CHICAGO AVE
OAK PARK,IL60302 		NONE   CHILDREN'S SERVICES BEHAVIOR HEALTH PROJECT 20,000

ONE FAMILY ILLINOIS

216 W JACKSON BLVD 925
CHICAGO,IL60606 		NONE   FOSTER CARE 7,000

OPERATION JOB READY VETERANS

8604 ALLISONVILLE RD
INDIANAPOLIS,IN46250 		NONE   ONE-ON-ONE CAREER TRANSITION SERVICES 15,000

OPERATION WARM

50 APPLIED BANK BLVD STE 204
GLEN MILLS,PA19342 		NONE   SHOES AND COATS FOR CHICAGO CHILDREN 10,000

OSCAR MIKE FOUNDATION

21003 RIVER ROAD
MARENGO,IL60152 		NONE   OSCAR MIKE FOUNDATION CLINICS 15,000

OUTREACH HOUSE

805 S MAIN STREET
LOMBARD,IL60148 		NONE   FIRST THINGS FIRST PROGRAM 10,000

PADS TO HOPE (DBA JOURNEYS THE ROAD HOME)

1140 E NORTHWEST HWY
PALATINE,IL60074 		NONE   GENERAL 5,000

PEOPLE'S RESOURCE CENTER

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

PHILIP J ROCK CENTER AND SCHOOL FOUNDATION

333 W WACKER DR STE 19
CHICAGO,IL60606 		NONE   MOBILE SENSORY INITIATIVE 15,800

RUSTIC FALLS NATURE CAMP

8044 KARLOV
SKOKIE,IL60076 		NONE   ARTS IN NATURE PROGRAMMING 25,000

SALUTE INC

18 N BOTHWELL ST
PALATINE,IL60067 		NONE   EMERGENCY FINANCIAL ASSISTANCE 20,000

THE COMMUNITY HOUSE

415 W 8TH ST
HINSDALE,IL60521 		NONE   INNER EXPLORER 5,000

THE NATURE CONSERVANCY

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

TRAVIS MANION FOUNDATION

140 EAST STATE STREET
DOYLESTOWN,PA18901 		NONE   CHICAGO VETERANS AND YOUTH 35,000

TUESDAY'S CHILD

3633 N CALIFORNIA AVE
CHICAGO,IL60618 		NONE   BEHAVIORAL INTERVENTION PROGRAM 15,000

TURNING POINT

PO BOX 723
WOODSTOCK,IL60098 		NONE   POSITIVE PARENTING PROGRAM 5,000

VETERANS BUSINESS PROJECT

106 S NORTHWEST HIGHWAY
PARKRIDGE,IL60068 		NONE   SMALL BUSINESS 2,000

VETERANS PATH TO HOPE (DBA TRANSITIONAL LIVING SERVICES)

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

WELLNESS HOUSE

131 N COUNTY LINE RD
HINSDALE,IL60521 		NONE   GENERAL 5,000

WINGS PROGRAM INC

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

YOUTH CONSERVATION CORPS

1020 W GREENWOOD AVE
WAUKEGAN,IL60087 		NONE   YOUTHBUILD 25,000
Total ................................. 3a 871,100
bApproved for future payment

BRUSHWOOD CENTER AT RYERSON WOODS
21850 N RIVERWOODS RD
RIVERWOODS,IL60015 		NONE   IT'S A WIN 25,000

FRIENDS OF THE ILLINOIS NATURE PRESERVES
224 CONCORD DR
DEKALB,IL60115 		NONE   FIELD REPRESENTATIVES 25,000
Total ................................. 3b 50,000
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 417  
4 Dividends and interest from securities ....     14 440,524  
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 2,663,381  
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 3,104,322 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,104,322
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 20,000 16,000   4,000

TY 2025 AllOthProgRltdInvestmentsSch
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount
NONE 0

TY 2025 InvestmentsCorpStockSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Name of Stock End of Year Book Value End of Year Fair Market Value
2398 SHARES ABB LTD ADR 56,233 177,380
2847 SHARES ABBOTT LABS 302,939 356,701
371 SHARES ADOBE INC 131,886 129,846
2105 SHARES AIRBUS SE UNSPONSORED ADR 90,386 121,922
2592 SHARES ALPHABET INC CLASS A 154,862 811,296
2084 SHARES AMAZON COM INC COM 246,470 481,029
701 SHARES AMERICAN EXPRESS CO 89,497 259,335
337 SHARES AMGEN INC 100,132 110,303
3757 SHARES APPLE INC 203,973 1,021,378
296 SHARES ASML HOLDING N V NYS 147,210 316,679
5276 SHARES ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 88,761 94,493
10657 SHARES BANCO BILBAO VIZCAYA ARGEN ADR 53,809 248,415
2203 SHARES BANK OF AMER CORP 77,602 121,165
8317 SHARES BARCLAYS PLC ADR 131,983 211,668
2003 SHARES BHP GROUP PLC SPONSORED AD ADR 88,587 120,921
197 SHARES BLACKROCK INC 142,201 210,857
1907 SHARES BNP PARIBAS ADR 73,520 90,392
549 SHARES BOEING COMPANY 111,813 119,199
1146 SHARES BOSTON SCIENTIFIC CORP 114,982 109,271
4725 SHARES BP PLC SPONSORED ADR ADR 184,756 164,099
888 SHARES BROADCOM INC 49,198 307,337
4782 SHARES CANADIAN NAT RESOURCES LTD CAD 196,100 161,871
762 SHARES CATERPILLAR INC DEL 95,967 436,527
1838 SHARES CHEVRON CORP NEW 239,382 280,130
3505 SHARES CITIGROUP INC 174,860 408,998
9256 SHARES COMPAGNIE FINANCIERE RICHEMONT AG ADR 187,047 199,282
769 SHARES COMWLTH BANK AUSTRALIA SPON ADR 83,142 81,906
835 SHARES CONOCOPHILLIPS 55,908 78,164
269 SHARES COSTCO WHSL CORP NEW 76,494 231,969
853 SHARES CROWN CASTLE INTL CORP REIT 129,544 75,806
2646 SHARES CSX CORP 60,251 95,918
451 SHARES CUMMINS INC 112,250 230,213
736 SHARES DANAHER CORP 141,389 168,485
261 SHARES DEERE AND CO 138,306 121,514
4239 SHARES DEUTSCHE BANK AG REG SHS ORD EUR 90,580 163,456
4950 SHARES DEUTSCHE TELEKOM AG DE SPON ADR 177,460 161,865
865 SHARES DSV A/S ADR 87,935 109,284
2668 SHARES EXXON MOBIL CORP 270,523 321,067
5109 SHARES FANUC CORP ADR 71,847 99,472
4446 SHARES FREEPORT-MCMORAN INC 80,647 225,812
456 SHARES GOLDMAN SACHS GROUP INC 177,087 400,824
563 SHARES HOME DEPOT INC 130,611 193,728
1677 SHARES HONG KONG EXCHANGES & CLEARING LTD ADR 78,763 87,405
2202 SHARES HSBC HOLDINGS PLC NEW GB SPON ADR 131,558 173,231
442 SHARES ILLINOIS TOOL WORKS INC 86,760 108,865
8693 SHARES ING GROEP N.V. ADR 141,084 243,404
7092 SHARES INTESA SANPAOLO S P A ADR 109,308 295,098
126 SHARES INTUIT 78,675 83,465
303 SHARES INTUITIVE SURGICAL INC NEW 58,994 171,607
2561 SHARES JOHNSON CTLS INTL PLC 150,805 306,680
759 SHARES JPMORGAN CHASE & CO 88,292 244,565
1976 SHARES LOREAL CO ADR FRANCE ADR 85,794 169,244
1226 SHARES LVMH MOET HENNESSY LOU VUI ADR 89,394 184,893
270 SHARES MASTERCARD INC CL A 92,263 154,138
428 SHARES META PLATFORMS INC CL A 146,468 282,519
1636 SHARES MICROSOFT CORP 181,100 791,202
3618 SHARES MITSUBISHI CORP ADR 70,498 82,237
10600 SHARES MITSUBISHI HEAVY INDS LTD ADR 201,830 256,838
5900 SHARES MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR 86,911 93,574
6646 SHARES MURATA MFG CO LTD ADR 65,410 68,454
7969 SHARES NATWEST GROUP PLC SPONSORED SPON ADR 96,493 139,458
2399 SHARES NESTLE S A ADR 245,970 236,973
1160 SHARES NETFLIX INC COM 76,960 108,762
5652 SHARES NVIDIA CORP 111,778 1,054,098
322 SHARES ORACLE CORP 16,905 62,761
844 SHARES PEPSICO INC 157,275 121,131
627 SHARES PROCTER & GAMBLE CO 95,366 89,855
116965 SHARES RIO TINTO PLC ADR 116,965 168,703
571 SHARES ROYAL BANK OF CANADA ***US 71,076 97,350
2068 SHARES RTX CORP 175,984 379,271
1329 SHARES SAP SE SPON ADR 245,293 322,827
2001 SHARES SCHWAB CHARLES CORP NEW 146,285 199,920
755 SHARES SERVICENOW INC 102,429 115,658
3097 SHARES SHELL PLC SPON ADR 208,769 227,568
1722 SHARES SIEMENS A G ADR 115,091 240,994
12604 SHARES SOCIETE GENERALE FRANCE SPONS ADR ADR 140,698 203,555
9985 SHARES SONY GROUP CORP SPONSORED ADR 228,255 255,616
194 SHARES SPOTIFY TECHNOLOGY SA EUR 116,099 112,658
1167 SHARES STARBUCKS CORP 97,747 98,273
493 SHARES STRYKER CORP 136,843 173,275
765 SHARES TAIWAN SEMICONDUCTOR MFG L ADR 55,977 231,564
661 SHARES THERMO FISHER SCIENTIFIC INC 319,953 383,016
934 SHARES TOKYO ELECTRON LTD ADR ADR 32,234 103,767
2653 SHARES TOTALENERGIES SE SPONS ADR 170,631 173,559
538 SHARES TOYOTA MOTOR CORP NEW JAPAN 68,341 115,164
4759 SHARES UBS GROUP AG 159,767 220,389
10255 SHARES UNICREDIT SPA UNSPONSORED ADR 183,538 425,275
367 SHARES UNION PAC CORP 60,669 84,894
578 SHARES UNITEDHEALTH GROUP INC 309,081 190,804
315 SHARES VISA INC 69,676 120,995
2841 SHARES WALMART INC 125,143 316,516

TY 2025 InvestmentsOtherSchedule2
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CNL STRATEGIC CAPITAL, LLC AT COST 228,133 280,406
11961 SHARES CION INVESTMENT CORP AT COST 250,000 115,663
5627 SHARES FS KKR CAPITAL CORP II AT COST 250,000 83,336
12,626.263 SHARES HMS INCOME FUND INC AT COST 250,000 165,909
31285.7 SHARES KBS REIT III AT COST 314,978 84,471

TY 2025 LegalFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,334 267   1,067


TY 2025 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 0 0


TY 2025 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 17 8   9
DUES AND SUBSCRIPTIONS 592 296   296
BUSINESS OWNERS POLICY 480 240   240
INSURANCE 1,081 541   540
INTERNET SERVICE 1,230 615   615
OFFICE SUPPLIES 569 284   285
CNL - DEDUCTIONS RELATED TO PORTFOLIO INCOME 11,346 11,346   0
POSTAGE AND DELIVERY 146 73   73
SUPPLIES 275 138   137


TY 2025 OtherProfessionalFeesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADP PAYROLL SERVICE FEES 3,728 746   2,982
INVESTMENT EXPENSES - UBS 6,484 6,484   0
INVESTMENT EXPENSES - FISHER ASSET MANAGEMENT 191,965 191,965   0
INVESTMENT EXPENSES - LPL 118 118   0
OTHER PROFESSIONAL EXPENSES 29 29   0


TY 2025 TaxesSchedule
Name:
OBERWEILER FOUNDATION
EIN:
36-4376705
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAYMENTS 39,000 0   0
FOREIGN TAXES 36,861 36,861   0
LICENSES, FEES, AND PERMITS 244 0   244
PAYROLL TAXES 13,614 2,723   10,891