BETA

EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EDWARDSON FAMILY FOUNDATION (EIN 36-3757845)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-09
IRS object ID
202441919349101219
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-09T15:40:55-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364049282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PASQUESI SHEPPARD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1585 BANK LANEAddressLine1Txt
CityLAKE FORESTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363757845EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARDSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone8473662080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1423AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN A EDWARDSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8473662080PhoneNum
Signature2024-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastEDWARDSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL ROBERT PASQUESIPreparerPersonNm
PTINP00008831PTIN
Phone8472345000PhoneNum
Preparation2024-07-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,076,052FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,267,700ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28,522InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,522InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,139,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,139,698DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,764,748NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,271,993GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,763,654CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,200,668TotalRevAndExpnssAmt
Total Net Invst Incm$13,931,874TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$35,105AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,553AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,552AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,904TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,904TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$71,266OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$71,266OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$115,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$97,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,552TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,761,660ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,761,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,876,935TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$97,723TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,779,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,323,733ExcessRevenueOverExpensesAmt
Net Investment Income$13,834,151NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,052CashBOYAmt
Cash EOY$6,665,244CashEOYAmt
Cash EOYFMV$6,665,244CashEOYFMVAmt
Corporate Stock BOY$32,576,422CorporateStockBOYAmt
Corporate Stock EOY$39,823,671CorporateStockEOYAmt
Corporate Stock EOYFMV$72,104,991CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,384,250CorporateBondsBOYAmt
Corporate Bonds EOY$9,739,355CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,305,817CorporateBondsEOYFMVAmt
Total Assets BOY$39,000,724TotalAssetsBOYAmt
Total Assets EOY$56,228,270TotalAssetsEOYAmt
Total Assets EOYFMV$88,076,052TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$903,813OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$903,813TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$39,000,724NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$55,324,457NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$39,000,724TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$55,324,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,000,724TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,228,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,000,724TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,323,733ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$55,324,457SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$55,324,457TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CDW CORP CALLP2023-01-112023-06-20$29,062$29,062$29,062
CDW CORP CALLP2023-01-182023-06-20$24,799$24,799$24,799
CDW CORP CALLP2023-01-012023-12-18$48,714$48,714$48,714
CDW CORP CALLP2023-09-182023-11-20$29,096$29,096$29,096
5000 SHARES CDWD2016-12-212023-11-03$1,049,864$1,049,864$1,049,864
5000 SHARES CDWD2016-12-212023-11-03$1,045,345$1,045,345$1,045,345
10000 SHARES CDWD2016-12-212023-11-17$2,123,580$2,123,580$2,123,580
10000 SHARES CDWD2016-12-212023-11-17$2,049,251$2,049,251$2,049,251
20000 SHARES CDWD2016-12-212023-12-15$4,458,658$4,458,658$4,458,658
10000 SHARES CDWD2016-12-212023-12-15$2,136,580$2,136,580$2,136,580
PUBLICALLY TRADED SECURITIES - JPMP2023-01-012023-12-31$961,704-$10,922-$10,922$972,626
PUBLICALLY TRADED SECURITIES - JPMP2022-01-012023-12-31$2,060,454-$220,373-$220,373$2,280,827
1150 SHARES CDWD2016-12-212023-12-31$254,886$0$0$254,886
FieldValueIRS element (for citing)
Capital Gain Net Income$12,763,654CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$192,295InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$192,295SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$192,295TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,169EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$437,169TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$244,874OverpaymentAmt
Applied To ES Tax$244,874AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN A EDWARDSONIndividualWithBooksNm
Phone8473662080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1423AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOHN A EDWARDSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1423AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,702,386AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,142,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,844,698TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$74,844,698AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,122,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,722,028NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,686,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,686,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$192,295TaxBasedOnInvestmentIncomeAmt
Total Tax$192,295TotalTaxAmt
Distributable Before Adj$3,493,806DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,493,806DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,493,806DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,779,212ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,779,212QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,493,806DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$344,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$624,276ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$666,924ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,636,011TotalExcessDistributionCyovAmt
Qualifying Distributions$1,779,212QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,779,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,636,011ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,636,011ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$78,583UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN A EDWARDSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCE ILLINOIS
50 EAST WASHINGTON ST SUITE 410CHICAGOIL60602NONEPUBLIC CHARITYGENERAL OPERATIONS$103,500
AMERICAN RED CROSS
2200 W HARRISON STCHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
BARRIER ISLAND PARKS SOCIETY
880 BELCHER RDBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
BOCA GRANDE HEALTH CLINIC FOUNDATION
280 PARK AVEBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$30,000
BOCA GRANDE PRESCHOOL
250 PARK AVEBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANEIRVINGTX750152079NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
BOYS AND GIRLS CLUBS OF AMERICA
4835 N SHERIDAN ROADCHICAGOIL60640NONEPUBLIC CHARITYGENERAL OPERATIONS$12,250
CAPTAINS FOR CLEAN WATER
2031 JACKSON STFORT MYERSFL33901NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
CATHOLIC EXTENSION
150 S WACKER DRIVE SUITE 2000CHICAGOIL60606NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
CHICAGO BOTANIC GARDENS
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
CITY YEAR CHICAGO
36 S WABASH AVE 1300CHICAGOIL60603NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
COMMUNITY HEALTH
2611 W CHICAGO AVECHICAGOIL60622NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
DYSPHONIA INTERNATIONAL
300 PARK BOULEVARD SUITE 175ITASCAIL60143NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
EQUAL HOPE
300 SOUTH ASHLAND AVE SUITE 202CHICAGOIL606073848NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
ERICA'S LIGHTHOUSE
897 1/2 GREEN BAY ROADWINNETKAIL60093NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
EVANS SCHOLARS
2501 PATRIOT BOULEVARDGLENVIEWIL60026NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
FAMILY PROMISE OF THE PALOUSE
510 W PALOUSE RIVER DRMOSCOWID83843NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
FARAJA FUND FOUNDATION
1509 WAUKEGAN ROAD 1171GLENVIEWIL60025NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073NONEPUBLIC CHARITYGENERAL OPERATIONS$9,800
GICIA
PO BOX 446BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
GLENVIEW CLUB SCHOLARSHIP FUND
100 GOLF ROADGOLFFL60029NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYGENERAL OPERATIONS$300,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
ISLAND SCHOOL FOUNDATION
PO BOX 1505BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$13,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON BLVD SUITE 404CHICAGOIL60661NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
KENILWORTH UNION CHURCH
211 KENILWORTH AVEKENILWORTHIL60043NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
LATINO POLICY FORUM
180 MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
LEARN CHARTER SCHOOL
PO BOX 08328CHICAGOIL60608NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
LINCOLN PARK ZOO
2001 N CLARK STREETCHICAGOIL60614NONEPUBLIC CHARITYGENERAL OPERATIONS$124,224
LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVECHICAGOIL60611NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
LUTHERAN SOCIAL SERVICES
737 FALCONER STREETJAMESTOWNNY14701NONEPUBLIC CHARITYGENERAL OPERATIONS$200,000
MADONNA MISSION
1706 W MORSE AVECHICAGOIL60626NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
MUSIC INSTITUTE OF CHICAGO
1702 SHERMAN AVEEVANSTONIL60201NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
NATIONAL BRAILLE PRESS
88 ST STEPHEN STBOSTONMA02115NONEPUBLIC CHARITYGENERAL OPERATIONS$2,000
NATIONAL PANCREATIC FOUNDATION
3 BETHESDA METRO CENTER SUITE 700BETHESDAMD20814NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
OLD ELM SCHOLARSHIP FUND
800 OLD ELM ROADHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
OPERATION SMILE
3641 FACILITY BOULEVARDVIRGINIA BEACHVA23453NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 340OAK BROOKIL60523NONEPUBLIC CHARITYGENERAL OPERATIONS$254,886
PAN CAN WORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
PARENTS N PARENTING
500 WEST MADISON STREETCHICAGOIL60601NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
PURDUE UNIVERSITY
610 PURDUE MALLWEST LAFAYETTEIN47907NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
RUSH UNIVERSITY MEDICAL CENTER
1620 W HARRISON STCHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$200,000
SHIRLEY RYAN ABILITY LAB
355 E ERIE STREETCHICAGOIL60611NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
ST ANDREWS EPISCOPAL CHURCH
31 PARK AVEGRAYSLAKEIL60030NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
UROLOGICAL RESEARCH FOUNDATION
PO BOX 855MANCHESTERMO63011NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
WINGS
PO BOX 29309CHICAGOIL60629NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
WRITER'S THEATRE
664 VERNON AVEGLENCOEIL60022NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
WYCLIFFE ASSOCIATES
11450JTRANSLATION WAY JOHN WYCLIFFEORLANDOFL32862NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000BLVD
YMCA OF CHICAGO
1030 W VAN BUREN STREETCHICAGOIL606073848NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,761,660TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,522ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,139,698ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,764,748ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,932,968ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,932,968TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JOHN A EDWARDSON
1PO BOX 1423BOCA GRANDEFL33921$5,101,000Yes (X)
JOHN A EDWARDSON
2PO BOX 1423BOCA GRANDEFL33921$2,166,700Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
125,000 SHARES CDW CORPORATION$5,101,0002023-02-23
210,000 SHARES CDW CORPORATION$2,166,7002023-12-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$35,105Amt
Net Investment Income$17,553NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,552DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFLORIDA DOES NOT REQUIRE PRIVATE FOUNDATIONS TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL. THERE ARE NO FURTHER PUBLIC INSPECTION REQUIREMENTS.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A)FormAndLineReferenceDesc
Medium Explanation1. DATE OF DISTRIBUTION: 12/15/232. DESCRIPTION OF PROPERTY: 1,150 SHARES OF CDW CORPORATION3. BOOK VALUE OF PROPERTY: $61,192 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DONATION: DECEMBER 21, 20164. MARKET VALUE OF PROPERTY: $254,886 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DISTRIBUTIONMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
20168.19 SHARES PIMCO INCOME FUND-INS$227,908$214,186
22,752.18 SHARES VANGUARD TTL BD MKT IDX-ADM$237,929$220,924
11,501 SHARES VANGUARD TOTAL BOND MARKET$854,784$845,899
9,223 SHARES VANGUARD MORTGAGE-BACKED SEC$455,186$427,578
3,444 SHARES VANGUARD LONG-TERM TRESURY ETF$199,962$211,909
7,899 SHARES VANGUARD INT-TERM CORPORATE$623,661$642,031
21,616.84 SHARES SIX CIRCLES ULTR SHRT DUR$215,349$213,791
54,095 SHARES VANGUARD TOTAL INTL BOND ETF$2,867,567$2,670,400
22,274.47 SHARES VANGUARD TTL INTL BND-ADM$494,724$439,252
353,019.97 SHARES SIX CIRCLES GLOBAL BOND$3,138,163$2,993,609
48,657.36 SHARES SIX CIRCLES CREDIT OPPORT$424,122$426,238

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
264,620 SHARES CDW$29,882,723$60,153,418
26,388.08 SHARES FIDELITY 500 INDEX FUND$3,735,796$4,366,963
174,993.185 SHARES SIX CIRCLES US UNCONSTR EQ$2,336,427$2,596,899
3,119 SHARES SPDR S & P 500 ETF TRUST$556,403$1,482,492
6,856 SHARES JPMORGAN BETABUILDERS CANADA$384,873$439,607
162,263.043 SHARES SIX CIRCLES INTL UNCON EQ$1,642,118$1,744,328
5,780 SHARES JPMORGAN BETABUILDERS EUROPE ETF$307,472$327,090
12627 SHARES JPMORGAN BETABUILDERS JAPAN ETF$640,091$663,170
6,686 SHARES JPMORGAN BETABUILDERS DEVELOPED$337,768$331,024

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$71,266RevenueAndExpensesPerBooksAmt
Net Investment Income$71,266NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNEXPIRED CDW CORP. CALL OPTIONSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$903,813EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$8,904Amt
Net Investment Income$8,904NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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