BETA

EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EDWARDSON FAMILY FOUNDATION (EIN 36-3757845)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-11
IRS object ID
202502239349100615
Schema version
2024v5.2
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)
Return2025-08-11T11:04:38-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL ROBERT PASQUESIPreparerPersonNm
PTINP00008831PTIN
Phone8472345000PhoneNum
Preparation2025-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,111,949FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,413,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$51,634InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51,634InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,327,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,327,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,060,066NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,248,019GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,264,295CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,851,810TotalRevAndExpnssAmt
Total Net Invst Incm$20,642,989TotalNetInvstIncmAmt
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$39,849AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,924AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,925AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$442,863TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,863TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$116,444OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$116,444OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$599,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$149,231TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,925TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,611,182ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,611,182ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,210,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$149,231TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,631,107TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,641,472ExcessRevenueOverExpensesAmt
Net Investment Income$20,493,758NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,665,244CashBOYAmt
Cash EOY$4,141,201CashEOYAmt
Cash EOYFMV$4,141,201CashEOYFMVAmt
Corporate Stock BOY$39,823,671CorporateStockBOYAmt
Corporate Stock EOY$48,110,513CorporateStockEOYAmt
Corporate Stock EOYFMV$58,378,177CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,739,355CorporateBondsBOYAmt
Corporate Bonds EOY$20,201,715CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,044,838CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$2,512,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,547,733OtherInvestmentsEOYFMVAmt
Total Assets BOY$56,228,270TotalAssetsBOYAmt
Total Assets EOY$74,965,929TotalAssetsEOYAmt
Total Assets EOYFMV$85,111,949TotalAssetsEOYFMVAmt
Other Liabilities BOY$903,813OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$903,813TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$55,324,457NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$74,965,929NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$55,324,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$74,965,929TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,228,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,965,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,324,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,641,472ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$74,965,929SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$74,965,929TotNetAstOrFundBalancesEOYAmt

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 CALLP2023-10-112024-11-18$91,894$91,894$91,894
CDW CORP CALLP2023-10-112024-11-18$196,091$196,091$196,091
CDW CORP CALLP2023-10-112024-11-18$63,799$63,799$63,799
CDW CORP CALLP2024-01-192024-06-24$85,907$85,907$85,907
CDW CORP CALLP2024-01-192024-06-24$63,568$63,568$63,568
CDW CORP CALLP2024-02-152024-11-18$238,410$238,410$238,410
CDW CORP CALLP2024-01-192024-09-23$95,693$95,693$95,693
CDW CORP CALLP2024-01-192024-09-23$46,597$46,597$46,597
CDW CORP CALLP2024-02-152024-11-18$1,292$1,292$1,292
75000 SHS CDWD2017-10-052024-03-15$17,607,198$17,463,468$17,463,468$143,730
PUBLICALLY TRADED SECURITIES - JPMP2024-01-012024-12-31$3,592,841$106,351$106,351$3,486,490
PUBLICALLY TRADED SECURITIES - JPMP2023-01-012024-12-31$2,103,581-$249,923-$249,923$2,353,504
CAPITAL GAINS DIVIDENDSP$61,148$61,148$61,148
FieldValueIRS element (for citing)
Capital Gain Net Income$18,264,295CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$284,863InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$284,863SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$284,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$274,874EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$374,874TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$90,011OverpaymentAmt
Applied To ES Tax$90,011AppliedToESTaxAmt
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$83,665,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,682,534AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,347,637TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,347,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,325,215CashDeemedCharitableAmt
Net Vl Noncharitable Assets$87,022,422NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,351,121MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,351,121MinimumInvestmentReturnAmt
Tax Based On Investment Income$284,863TaxBasedOnInvestmentIncomeAmt
Total Tax$284,863TotalTaxAmt
Distributable Before Adj$4,066,258DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,066,258DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,066,258DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,631,107ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,631,107QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,066,258DistributableAsAdjustedAmt
Undistributed Income PY$78,583UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,631,107QualifyingDistributionsAmt
Applied To Year1$78,583AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,552,524AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$513,734UndistributedIncomeCYAmt
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 (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCE ILLINOIS
50 EAST WASHINGTON ST SUITE 410CHICAGOIL60602NONEPUBLIC CHARITYGENERAL OPERATIONS$100,000
AMERICAN RED CROSS
2200 W HARRISON STCHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$200,000
BOCA GRANDE COMMUNITY
131 FIRST STREET WESTBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
BOCA GRANDE HEALTH CLINIC FOUNDATION
280 PARK AVEBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$265,000
BOCA GRANDE WOMEN'S CLUB
PO BOX 65BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$24,000
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANEIRVINGTX750152079NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
CATHOLIC EXTENSION
150 S WACKER DRIVE SUITE 2000CHICAGOIL60606NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
CHICAGO HABITAT FOR HUMANITY
111 W JACKSON BLVD STE 2130CHICAGOIL60604NONEPUBLIC CHARITYGENERAL OPERATIONS$100,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPUBLIC CHARITYGENERAL OPERATIONS$30,000
COACH HOUSE SOLUTIONS
6126 S ST LAWRENCE AVECHICAGOIL60637NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
DYSPHONIA INTERNATIONAL
300 PARK BOULEVARD SUITE 175ITASCAIL60143NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
EQUAL HOPE
300 SOUTH ASHLAND AVE SUITE 202CHICAGOIL606073848NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
ERICA'S LIGHTHOUSE
897 1/2 GREEN BAY ROADWINNETKAIL60093NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
EVANS SCHOLARS
2501 PATRIOT BOULEVARDGLENVIEWIL60026NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
FARAJA FUND FOUNDATION
1509 WAUKEGAN ROAD 1171GLENVIEWIL60025NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
GICIA
PO BOX 446BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
GLENVIEW CLUB SCHOLARSHIP FUND
100 GOLF ROADGOLFFL60029NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
G-PAC
1235 N CLYBOURN AVE STE A246CHICAGOIL60610NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901NONEPUBLIC CHARITYGENERAL OPERATIONS$35,000
ISLAND SCHOOL FOUNDATION
PO BOX 1505BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$20,500
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON BLVD SUITE 404CHICAGOIL60661NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
KENILWORTH UNION CHURCH
211 KENILWORTH AVEKENILWORTHIL60043NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
LEARN CHARTER SCHOOL
PO BOX 08328CHICAGOIL60608NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
LINCOLN PARK ZOO
2001 N CLARK STREETCHICAGOIL60614NONEPUBLIC CHARITYGENERAL OPERATIONS$35,000
LUTHERAN SOCIAL SERVICES
737 FALCONER STREETJAMESTOWNNY14701NONEPUBLIC CHARITYGENERAL OPERATIONS$200,000
MADONNA MISSION
1706 W MORSE AVECHICAGOIL60626NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
MUSIC INSTITUTE OF CHICAGO
1702 SHERMAN AVEEVANSTONIL60201NONEPUBLIC CHARITYGENERAL OPERATIONS$175,000
OLD ELM SCHOLARSHIP FUND
800 OLD ELM ROADHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
OPERATION SMILE
3641 FACILITY BOULEVARDVIRGINIA BEACHVA23453NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
ROYAL PALM
1050 ROYAL PALM BEACH BLVDROYAL PALM BEACHFL33411NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$220,000
RUSH UNIVERSITY MEDICAL CENTER
1620 W HARRISON STCHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$400,000
SHIRLEY RYAN ABILITY LAB
355 E ERIE STREETCHICAGOIL60611NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
SOUTH FLORIDA PGA FOUNDATION
7201 GEORGIA AVEWEST PALM BEACHFL33405NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
UROLOGICAL RESEARCH FOUNDATION
PO BOX 855MANCHESTERMO63011NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPUBLIC CHARITYGENERAL OPERATIONS$713,182
WRITER'S THEATRE
664 VERNON AVEGLENCOEIL60022NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
WTTW 11
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPUBLIC CHARITYGENERAL OPERATIONS$25,000
ALL ONE TEAM FOUNDATION
83 E UNION STWILKESBARREPA18701NONEPUBLIC CHARITYGENERAL OPERATIONS$2,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD 300CHICAGOIL60606NONEPUBLIC CHARITYGENERAL OPERATIONS$200,000
ST JUDE CHICAGO HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
TRINITY SCHOOL
7574 DIVISION STRIVER FORESTIL60305NONEPUBLIC CHARITYGENERAL OPERATIONS$2,000
MISERICORDIA
6300 N RIDGE AVECHICAGOIL60660NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
IFES
635 SCIENCE DR STE 300MADISONWI53711NONEPUBLIC CHARITYGENERAL OPERATIONS$205,000
INTER VARSITY CHRISTIAN FOUNDATION
635 SCIENCE DR STE 300MADISONWI53711NONEPUBLIC CHARITYGENERAL OPERATIONS$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,611,182TotalGrantOrContriPdDurYrAmt
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$51,634ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,327,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,060,066ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,438,760ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,438,760TotalIncomeProducingActyAmt

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$5,946,000Yes (X)
JOHN A EDWARDSON
2PO BOX 1423BOCA GRANDEFL33921$2,467,050Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
125,000 SHARES CDW CORPORATION$5,946,0002024-07-17
210,000 SHARES CDW CORPORATION$2,467,0502024-02-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$39,849Amt
Net Investment Income$19,924NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,925DisbursementsCharitablePrpsAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
30,815.55 SHARES PIMCO INCOME FUND-INS$340,770$324,180
22,752.18 SHARES VANGUARD TTL BD MKT IDX-ADM$237,929$215,691
16,532 SHARES VANGUARD TOTAL BOND MARKET$1,203,720$1,188,816
22,974 SHARES VANGUARD MORTGAGE-BACKED SEC$1,058,719$1,041,641
8,727 SHARES VANGUARD INT-TERM CORPORATE$690,030$700,516
32,870.62 SHARES SIX CIRCLES ULTR SHRT DUR$327,118$328,377
68,679 SHARES VANGUARD TOTAL INTL BOND ETF$3,411,046$3,368,705
22,274.47 SHARES VANGUARD TTL INTL BND-ADM$494,724$437,248
661,558.58 SHARES SIX CIRCLES GLOBAL BOND$5,694,723$5,610,017
158,530.24 SHARES SIX CIRCLES CREDIT OPPORT$1,389,197$1,407,749
15,473 ISHARES US TREASURY BOND ETF$353,739$355,570
265,957.45 JPMRGN PREFER & INC SEC-1$2,500,000$2,563,830
249,750.25 JPM MANAGED INCOME FD-USD$2,500,000$2,502,498

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
224,620 SHARES CDW$32,947,814$39,092,865
42,621.448 SHARES FIDELITY 500 INDEX FUND$6,777,423$8,702,873
236,285.629 SHARES SIX CIRCLES US UNCONSTR EQ$3,351,933$4,113,733
3,119 SHARES SPDR S & P 500 ETF TRUST$556,403$1,827,984
7,633 SHARES JPMORGAN BETABUILDERS CANADA$436,380$538,813
258,620.299 SHARES SIX CIRCLES INTL UNCON EQ$2,737,173$2,756,892
15,396 SHARES JPMORGAN BETABUILDERS EUROPE ETF$793,813$845,086
10,255 SHARES JPMORGAN BETABUILDERS DEVELOPED$509,574$499,931

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item99,443.12 HPS CORPORATE LENDING FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,512,500BookValueAmt
EOYFMV$2,547,733EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$116,444RevenueAndExpensesPerBooksAmt
Net Investment Income$116,444NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$12,863$12,863$0
FEDERAL EXCISE TAX$430,000$0$0

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