EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: EDWARDSON FAMILY FOUNDATION (EIN 36-3757845)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-08-08
IRS object ID: 201922209349100312
Schema version: 2018v3.1
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-08T14:12:54-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	364049282	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PASQUESI SHEPPARD LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	585 BANK LANE	AddressLine1Txt
City	LAKE FOREST	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60045	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363757845	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWARDSON FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EDWA	BusinessNameControlTxt
Phone	8473662080	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1423	AddressLine1Txt
City	BOCA GRANDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33921	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN A EDWARDSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8473662080	PhoneNum
Signature	2019-06-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	L ROBERT PASQUESI	PreparerPersonNm
PTIN	P00008831	PTIN
Phone	8472345000	PhoneNum
Preparation	2019-06-23	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.224.107.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-06-23	IPDt
IP Tm	09:12:13	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	10D42D50FFE0D751CCDC55FC6267C57EA09BE90E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,535,442	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$4,458,500	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,424	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,424	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$464,037	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$464,037	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$404,692	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,523,786	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$294,451	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$5,328,653	TotalRevAndExpnssAmt
Total Net Invst Incm	$759,912	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$17,926	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,963	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$8,963	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,951	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,951	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$28,232	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$28,232	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$48,109	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$39,146	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$8,963	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,610,987	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,610,987	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,659,096	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$39,146	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,619,950	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,669,557	ExcessRevenueOverExpensesAmt
Net Investment Income	$720,766	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$98,494	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$24,070	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$24,070	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$17,100,275	CorporateStockBOYAmt
Corporate Stock EOY	$21,522,163	CorporateStockEOYAmt
Corporate Stock EOYFMV	$26,586,674	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,600,542	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,865,749	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,839,100	CorporateBondsEOYFMVAmt
Other Investments BOY	$758,874	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$85,598	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$19,558,185	TotalAssetsBOYAmt
Total Assets EOY	$23,411,982	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,535,442	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$184,240	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$184,240	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$19,558,185	UnrestrictedBOYAmt
Unrestricted EOY	$23,227,742	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,558,185	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$23,227,742	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,558,185	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$23,411,982	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,558,185	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,669,557	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$23,227,742	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$23,227,742	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2800 SHARES CDW CORPORATION	D	2018-11-07	2018-11-28	$253,316	$253,316	$0	$0
AESSF II DISTRIBUTIONS IN EXCESS OF BASIS	P	2011-06-30	2018-12-31	$17,655		$17,655	$17,655
1446.067 SHARES LOCUST WOOD CAPITAL OFFSHORE	P	2016-06-30	2018-01-11	$193,897	$169,082	$24,815	$24,815
1721.793 SHARES JPMORGAN INFLATN MGD BND-R6	P	2017-01-26	2018-01-17	$17,648	$17,769	-$121	-$121
522.611 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-01-18	$11,315	$11,372	-$57	-$57
6736.599 SHARES BLACKROCK HIGH YIELD PORTFOLIO	P	2016-02-26	2018-02-06	$52,141	$46,954	$5,187	$5,187
2727.959 SHARES PIMCO SHORT-TERM FD-INSTL	P	2018-01-17	2018-02-07	$26,980	$26,925	$55	$55
6403.448 SHARES BLACKROCK HIGH YIELD PORTFOLIO	P	2016-02-26	2018-02-09	$49,050	$44,632	$4,418	$4,418
3523.617 SHARES MFS EMERGING MKTS DBT FD-R6	P	2016-07-19	2018-02-12	$51,903	$52,854	-$951	-$951
1624.844 SHARES BWPRIVATE INVESTORS OFFSHORE	P	2016-06-30	2018-02-14	$159,156	$141,108	$18,048	$18,048
585.578 SHARES OCH-ZIFF PRIVATE INVESTORS OFFSHORE	P	2016-06-30	2018-02-14	$110,869	$94,950	$15,919	$15,919
2775.42 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-02-20	$59,838	$60,393	-$555	-$555
4804.93 SHARES JPMORGAN STRAT INC OPP-R6	P	2014-01-31	2018-03-15	$55,785	$57,325	-$1,540	-$1,540
5487.998 SHARES JPMORGAN INFLATN MGD BND-R6	P	2017-01-26	2018-03-15	$55,868	$56,637	-$769	-$769
3426.242 SHARES YORK CREDIT OPPORTUNITIES UNIT TR	P	2016-06-30	2018-03-15	$291,562	$270,000	$21,562	$21,562
179 SHARES ISHARES MSCI EAFE INDEX FUND	P	2017-11-09	2018-03-27	$12,278	$12,411	-$133	-$133
8552.493 SHARES JOHN HANCOCK INC FD-R6	P	2015-08-31	2018-03-27	$54,394	$55,311	-$917	-$917
9860.935 SHARES PRUDENTIAL TOTAL RETURN BND-FL CL	P	2017-01-01	2018-03-27	$140,420	$138,941	$1,479	$1,479
1268.504 SHARES JPMORGAN GROWTH ADVANTAGE	P	2008-06-19	2018-03-27	$27,032	$15,822	$11,210	$11,210
787.903 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-03-28	$17,208	$17,145	$63	$63
380.656 SHARES YORK CREDIT OPPORTUNITIES UNIT TR	P	2016-06-30	2018-04-09	$31,783	$30,000	$1,783	$1,783
5% HOLD BACK SHARES LOCUST WOOD CAPITAL OFFSHORE	P	2016-06-30	2018-05-08	$10,243	$8,899	$1,344	$1,344
5% HOLD BACK SHARES AXON PARTNERS OFFSHORE	P	2016-06-30	2018-05-16	$601	$601	$0	$0
3% HOLD BACK SHARES BWPRIVATE INVESTORS OFFSHORE	P	2016-06-30	2018-05-22	$4,922	$4,364	$558	$558
3% HOLD BACK SHARES OCH-ZIFF PRIVATE INVESTORS OFFSHORE	P	2016-06-30	2018-05-22	$3,429	$2,937	$492	$492
1216.276 SHARES JPMORGAN GROWTH ADVANTAGE	P	2008-06-19	2018-05-29	$27,500	$15,171	$12,329	$12,329
1086 SHARES ISHARES MSCI EAFE INDEX FUND	P	2018-01-01	2018-06-06	$76,724	$73,460	$3,264	$3,264
435 SHARES ISHARES MSCI EAFE INDEX FUND	P	2017-01-01	2018-06-06	$30,732	$28,242	$2,490	$2,490
465.346 SHARES BROWN ADV JAPAN ALPHA OPP-IS	P	2018-01-17	2018-06-08	$5,230	$5,635	-$405	-$405
255.089 SHARES DODGE & COX INCOME FD	P	2017-11-20	2018-06-08	$3,426	$3,523	-$97	-$97
806.553 SHARES JPMORGAN GL RES ENH IDX-R6	P	2018-02-16	2018-06-08	$18,502	$18,389	$113	$113
852.694 SHARES PIMCO INVESTMENT GRADE CORP	P	2018-02-06	2018-06-08	$8,578	$8,825	-$247	-$247
502.21 SHARES PIMCO SHORT-TERM FD-INSTL	P	2018-06-06	2018-06-08	$4,962	$4,962	$0	$0
262 SHARES SPDR S&P 500 ETF TRUST	P	2018-01-01	2018-06-08	$72,565	$68,626	$3,939	$3,939
980.814 SHARES BLACKROCK HIGH YIELD PORTFOLIO	P	2016-02-26	2018-06-08	$7,523	$6,836	$687	$687
527 SHARES ISHARES MSCI EAFE INDEX FUND	P	2017-01-01	2018-06-08	$36,992	$34,059	$2,933	$2,933
239.836 SHARES JPMORGAN STRAT INC OPP-R6	P	2014-01-31	2018-06-08	$2,787	$2,861	-$74	-$74
287.244 SHARES JPMORGAN INFLATN MGD BND-R6	P	2017-01-26	2018-06-08	$2,904	$2,964	-$60	-$60
157.252 SHARES MFS EMERGING MKTS DBT FD-R6	P	2016-07-19	2018-06-08	$2,224	$2,359	-$135	-$135
175.397 SHARES PRUDENTIAL TOTAL RETURN BND-FL CL	P	2014-01-31	2018-06-08	$2,463	$2,471	-$8	-$8
272.322 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-06-08	$5,901	$5,926	-$25	-$25
915.309 SHARES JPMORGAN GROWTH ADVANTAGE	P	2008-06-19	2018-06-08	$21,482	$11,417	$10,065	$10,065
1107.854 SHARES JPMORGAN GL RES ENH IDX-R6	P	2018-02-16	2018-08-14	$25,503	$25,259	$244	$244
3160.501 SHARES BROWN ADV JAPAN ALPHA OPP-IS	P	2018-01-01	2018-09-13	$32,806	$37,480	-$4,674	-$4,674
1269.949 SHARES JPMORGAN GL RES ENH IDX-R6	P	2018-02-16	2018-09-13	$29,628	$28,955	$673	$673
5870.79 SHARES BROWN ADV JAPAN ALPHA OPP-IS	P	2017-01-01	2018-09-13	$60,939	$56,085	$4,854	$4,854
2491 SHARES ISHARES MSCI EAFE INDEX FUND	P	2014-01-31	2018-09-13	$166,019	$159,172	$6,847	$6,847
8684.935 SHARES JPMORGAN GL RES ENH IDX-R6	P	2016-02-09	2018-09-13	$202,620	$138,004	$64,616	$64,616
5005.733 SHARES JPMORGAN INFLATN MGD BND-R6	P	2017-01-26	2018-10-01	$50,558	$51,660	-$1,102	-$1,102
672 SHARES VANGUARD SHORT-TERM BOND EFT	P	2018-06-06	2018-10-02	$52,328	$52,450	-$122	-$122
445.971 SHARES DODGE & COX INCOME FD	P	2017-11-20	2018-10-09	$5,931	$6,159	-$228	-$228
787.78 SHARES PIMCO INVESTMENT GRADE CORP	P	2018-02-06	2018-10-09	$7,846	$8,154	-$308	-$308
402.208 SHARES PIMCO INCOME FD-INS	P	2018-01-17	2018-10-09	$4,754	$4,975	-$221	-$221
549.838 SHARES PIMCO SHORT-TERM FD-INSTL	P	2018-06-06	2018-10-09	$5,443	$5,432	$11	$11
35 SHARES SCHWAB US TIPS ETF	P	2018-10-01	2018-10-09	$1,867	$1,882	-$15	-$15
309.453 SHARES BLACKROCK HIGH YIELD PORTFOLIO	P	2016-02-26	2018-10-09	$2,355	$2,157	$198	$198
2184.769 SHARES CAUSEWAY INTERNATIONAL VAL-INST	P	2014-01-31	2018-10-09	$35,000	$33,820	$1,180	$1,180
443.095 SHARES JPMORGAN STRAT INC OPP-R6	P	2014-01-31	2018-10-09	$5,149	$5,286	-$137	-$137
101.351 SHARES MFS EMERGING MKTS DBT FD-R6	P	2016-07-19	2018-10-09	$1,400	$1,520	-$120	-$120
380.301 SHARES PGIM TOTAL RETURN BOND FD	P	2014-01-31	2018-10-09	$5,260	$5,358	-$98	-$98
947.824 SHARES VANGUARD TOTAL BOND MKT INDEX	P	2017-07-17	2018-10-09	$9,734	$10,208	-$474	-$474
706.306 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-10-09	$15,292	$15,369	-$77	-$77
9705.403 SHARES PIMCO SHORT-TERM FD-INSTL	P	2018-01-01	2018-10-16	$96,083	$95,835	$248	$248
7319.806 SHARES CAUSEWAY INTERNATIONAL VAL-INST	P	2014-01-31	2018-10-16	$115,214	$113,311	$1,903	$1,903
2273 SHARES ISHARES MSCI EAFE INDEX FUND	P	2017-01-01	2018-10-16	$147,293	$138,392	$8,901	$8,901
2033.734 SHARES PARNASSUS CORE EQUITY FD-INS	P	2017-09-18	2018-10-16	$91,986	$87,715	$4,271	$4,271
4301.208 SHARES VANGUARD TOTAL BOND MKT INDEX	P	2017-07-17	2018-10-16	$44,259	$46,324	-$2,065	-$2,065
4337.218 SHARES JPMORGAN GROWTH ADVANTAGE	P	2008-06-19	2018-10-16	$101,578	$54,098	$47,480	$47,480
499.518 SHARES DODGE & COX INCOME FD	P	2017-11-20	2018-11-15	$6,619	$6,898	-$279	-$279
791.753 SHARES PIMCO INVESTMENT GRADE CORP	P	2018-02-06	2018-11-15	$7,807	$8,195	-$388	-$388
337.956 SHARES JPMORGAN STRAT INC OPP-R6	P	2014-01-31	2018-11-15	$3,900	$4,032	-$132	-$132
502.142 SHARES PGIM TOTAL RETURN BOND FD	P	2014-01-31	2018-11-15	$6,935	$7,075	-$140	-$140
111 SHARES SPDR S&P 500 ETF TRUST	P	2017-01-01	2018-11-15	$29,678	$20,595	$9,083	$9,083
701.213 SHARES VANGUARD TOTAL INTL BND-ADM	P	2017-04-19	2018-11-15	$15,300	$15,258	$42	$42
406.286 SHARES JPMORGAN STRAT INC OPP-R6	P	2018-03-27	2018-12-11	$4,656	$4,705	-$49	-$49
3602.749 SHARES JPMORGAN STRAT INC OPP-R6	P	2014-01-31	2018-12-11	$41,288	$42,983	-$1,695	-$1,695
3481.872 SHARES PGIM TOTAL RETURN BOND FD	P	2014-01-31	2018-12-11	$48,502	$49,060	-$558	-$558
CAPITAL GAINS DIVIDENDS	P			$2,468		$2,468	$2,468

Field	Value	IRS element (for citing)
Capital Gain Net Income	$294,451	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,685,065	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$18,204,687	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.202424	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,143,134	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$13,272,926	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.161467	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,503,246	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$12,368,550	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.121538	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,403,541	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$12,765,525	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.109948	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,176,000	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$12,045,410	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.097631	DistributionYr5Rt
Total Distribution	0.693008	TotalDistributionRt
Average Distribution	0.138602	AverageDistributionRt
Net Vl Noncharitable Assets	$25,791,083	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$3,574,696	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$7,208	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$3,581,904	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,619,950	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,415	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$14,415	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$14,415	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,948	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$25,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$32,948	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$18,533	OverpaymentAmt
Applied To ES Tax	$18,533	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JOHN A EDWARDSON	IndividualWithBooksNm
Phone	8473662080	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1423	AddressLine1Txt
City	BOCA GRANDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33921	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOHN A EDWARDSON	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1423	AddressLine1Txt
City	BOCA GRANDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33921	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	2.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$25,927,426	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$66,403	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$190,012	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,183,841	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$26,183,841	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$392,758	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,791,083	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,289,554	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,289,554	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,415	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,415	TotalTaxAmt
Distributable Before Adj	$1,275,139	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,275,139	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,275,139	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,619,950	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,619,950	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,619,950	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,275,139	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$715,590	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$783,184	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$889,428	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,483,878	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,789,765	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,661,845	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,619,950	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,275,139	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$344,811	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$7,006,656	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$715,590	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,291,066	ExcessDistriCyovToNextYrAmt
Excess From Year4	$783,184	ExcessFromYear4Amt
Excess From Year3	$889,428	ExcessFromYear3Amt
Excess From Year2	$1,483,878	ExcessFromYear2Amt
Excess From Year1	$2,789,765	ExcessFromYear1Amt
Excess From Current Year	$344,811	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOHN A EDWARDSON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ADVANCE ILLINOIS
50 EAST WASHINGTON ST SUITE 410	CHICAGO	IL	60602	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$75,000
AMERICAN RED CROSS
2200 W HARRISON ST	CHICAGO	IL	60612	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$140,000
ASPIRE
3235 WEST MONTROSE	CHICAGO	IL	60618	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$20,000
BIPS (LIGHT KEEPER'S FUND)
PO BOX 637	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$25,000
BOCA GRANDE HEALTH CLINIC
320 PARK AVE	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$21,111
BOCA GRANDE WOMEN'S CLUB
PO BOX 65	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,760
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANE	IRVING	TX	750152079	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
BOYS & GIRLS CLUB
1275 PEACHTREE STREET NE	ATLANTA	GA	303093506	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,500
CARA PROGAM
237 S DES PLAINES ST	CHICAGO	IL	60661	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVE	CHICAGO	IL	60604	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$40,000
CHILDREN'S HOME AND AID
125 S WACKER DRIVE FL 14	CHICAGO	IL	60606	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$50,000
COMMUNITY HEALTH
2611 W CHICAGO AVE	CHICAGO	IL	60622	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
ERIKA'S LIGHTHOUSE
897 1/2 GREEN BAY ROAD	WINNETKA	IL	60093	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DR	COLORADO SPRINGS	CO	80920	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
FOOD FOR THE POOR
6401 LYONS ROAD	COCONUT CREEK	FL	33073	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$7,200
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
131 1ST ST W	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
GICIA
PO BOX 446	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
GLEN VIEW CLUB SCHOLARSHIP FOUNDATION
100 GOLF ROAD	GOLF	IL	60029	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
HABITAT FOR HUMANITY
121 HABITAT STREET	AMERICUS	GA	31709	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$216,600
HARRY CHAPIN FOOD BANK
3760 FOWLER STREET	FT MYERS	FL	33901	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
IFES
PO BOX 436	PLATTTEVILLE	WI	53818	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$100,000
INTER VARSITY CHRISTIAN FOUNDATION
PO BOX 7895	MADISON	WI	53707	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$50,000
ISLAND SCHOOL FOUNDATION
135 WEST FIRST STREET	BOCA GRANDE	FL	33921	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$23,250
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON BLVD 404	CHICAGO	IL	60661	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
KIPP CHICAGO
2007 S HALSTED STREET	CHICAGO	IL	60608	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
KOHL'S CHILDREN'S MUSEUM
2100 PATRIOT BOULEVARD	GLENVIEW	IL	60026	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
LEARN CHARTER SCHOOLS
1132 S HOMAN AVE	CHICAGO	IL	60624	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$50,000
LINCOLN PARK ZOO
2001 N CLARK STREET	CHICAGO	IL	60614	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
LUTHERAN SOCIAL SERVICES
737 FALCONER STREET	JAMESTOWN	NY	14701	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$100,000
MUSIC INSTITUTE OF CHICAGO
1702 SHERMAN AVE	EVANSTON	IL	60201	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
NATIONAL SPASMODIC DYSPHONIA ASSOCIATION
300 PARK BLVD 301	ITASCA	IL	60143	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
OPERATION SMILE
3641 FACULTY BOULEVARD	VIRGINIA BEACH	VA	23453	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
OPPORTUNITY INTERNATIONAL
2122 YORK RD 340	OAK BROOK	IL	60523	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$100,000
PURDUE UNIVERSITY
610 PURDUE MALL	WEST LAFAYETTE	IN	47907	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$100,000
RAVINIA FESTIVAL
200 RAVINIA PARK RD	CHICAGO	IL	60035	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PKY	CHICAGO	IL	60612	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$15,000
WGCU - PBS
10501 FGCU BLVD S	FORT MYERS	FL	33965	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
WRITER'S THEATRE
664 VERNON AVE	GLENCOE	IL	60022	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$62,500
WTTW 11
5400 N SAINT LOUIS AVE	CHICAGO	IL	60625	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
WYCLIFFE ASSOCIATES
11450 TRANSLATION WAY JOHN WYCLIFFE	ORLANDO	FL	32862	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000	BLVD
DOCTOR'S WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
ENGLEWOOD COMMUNITY
6002 S HALSTED STREET	CHICAGO	IL	60621	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVE	CHICAGO	IL	60611	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
OLD ELM SCHOLARSHIP FUND
800 OLD ELM RD	HIGHLAND PARK	IL	60035	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,000
OLIVE BRANCH MISSION
6310 S CLAREMONT AVE	CHICAGO	IL	60636	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
ST ANDREWS EPISCOPAL CHURCH
48 N HOYNE AVE	CHICAGO	IL	60612	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
UROLOGICAL RESEARCH FOUNDATION
PO BOX 855	MANCHESTER	MO	63011	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
VILLAGE ELEMENTARY PTO
880 W NIPPERSINK ROAD	ROUND LAKE	IL	60073	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$250
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL	CHICAGO	IL	60632	NONE	PUBLIC CHARITY	GENERAL OPERATIONS	$253,316

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,610,987	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,424	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$464,037	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$404,692	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$870,153	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$870,153	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN A EDWARDSON	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1423	AddressLine1Txt
City	BOCA GRANDE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33921	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$4,458,500	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	50,000 SHARES OF CDW CORPORATION	NoncashPropertyDesc
Fair Market Value	$4,458,500	FairMarketValueAmt
Received	2018-11-07	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$17,926	Amt
Net Investment Income	$8,963	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,963	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	FLORIDA 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

Field	Value	IRS element (for citing)
Form And Line Reference	ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A)	FormAndLineReferenceDesc
Medium Explanation	DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION1. DATE OF DISTRIBUTION: 11/28/182. DESCRIPTION OF PROPERTY: 2,800 SHARES CDW CORPORATION3. BOOK VALUE OF PROPERTY: $123,088 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DONATION, DECEMBER 8, 20154. FAIR MARKET VALUE OF PROPERTY: $253,316 VALUED BY USING THE AVERAGE HIGH/LOW OF THE STOCK PRICE ON DATE OF DISTRIBUTION	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
10353.96 SHS DODGE & COX INCOME FD	$140,659	$137,293
3921.81 SHS JPM STRAT INC OPP FD - SEL	$45,415	$44,552
6295.62 SHS BLACKROCK HIGH YIELD BOND	$43,880	$44,951
3476.17SHS MFS EMERGING MKTS DEBT FD-1	$52,142	$47,554
70618.61 SHS VANGUARD TOTAL BD MKT INDEX	$745,463	$737,965
12612.9 SHS VANGUARD TOTAL INTL BND - ADM	$274,457	$273,574
9365.93 SHS SIX CIRCLES ULTRA SHORT DURATION FUND	$93,763	$93,378
902 SHS SCHWAB U.S. TIPS ETF	$48,496	$48,032
1150 SHS VANGUARD SHORT-TERM BOND ETF	$89,876	$90,356
18522.3 SHS PIMCO INVESTMENT GRADE CORPORATE BOND FUND	$190,400	$183,556
4064.45 SHS PIMCO INCOME FD-INS	$50,277	$48,001
6452.83 SHS PGIM TOTAL RETURN BOND FUND	$90,921	$89,888

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
77,591 SHS ARES CAPITAL CORPORATION	$1,370,602	$1,208,868
4729 SHS SPDR S&P 500 ETF TRUST	$843,613	$1,181,872
9759.075 SHS CAUSEWAY INTERNATL VALUE-INS	$151,070	$132,821
2944 SHS ISHARES MSCI EAFE INDEX FUND	$163,234	$173,048
282200 SHS CDW CORP	$17,840,762	$22,872,310
2019.429 SHS FIDELITY 500 INDEX	$191,454	$175,892
27884.441 SHS SIX CIRCLES U.S. UNCONSTRAINED	$281,290	$252,354
2064 SHS JPMORGAN BETABUILDERS CANADA ETF	$51,142	$42,642
2202.075 SHS OPPENHEIMER INTL GROWTH	$98,983	$76,368
14997.808 SHS SIX CIRCLES INTL UNCONSTRAINED	$140,645	$124,482
6113 SHS JPMORGAN BETABUILDERS EUROPE - ETF	$148,664	$130,574
8017 SHS JPMORGAN BETABUILDERS JAPAN - ETF	$191,068	$169,319
2027 SHS JPMORGAN BETABUILDERS DEVELOPED ASIA EX-JAPAN ETF	$49,636	$46,124

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	AESSF II PRIVATE INVESTORS OFFSHORE LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$0	BookValueAmt
EOYFMV	$85,598	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$28,232	RevenueAndExpensesPerBooksAmt
Net Investment Income	$28,232	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CHECKS WRITTEN IN EXCESS OF BANK BALANCE	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$184,240	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$1,951	Amt
Net Investment Income	$1,951	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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