EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARDSON FAMILY FOUNDATION (EIN 36-3757845)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-06
- IRS object ID
- 201841579349100709
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-06T14:26:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-17 | 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 | 2018-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,094,971 | 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 | $6,969,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,461 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $357,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $357,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,760,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,204 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,562,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $800,257 | 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 | $20,864 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,432 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,432 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $43,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,432 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,682,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,682,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,746,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,692,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,816,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $746,707 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,494 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,500 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $11,316,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,100,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,439,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,260,942 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,600,542 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,624,967 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,958,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $758,874 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $932,402 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,742,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,558,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,094,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,742,108 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,558,185 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,742,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,558,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,742,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,558,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,742,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,816,077 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,558,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,558,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 285 SHS MKP CREDIT OFFSHORE | P | 2015-01-30 | 2017-01-10 | $247,939 | $285,000 | -$37,061 | -$37,061 |
| 5,004.287 SHS JP MORGAN GROWTH ADVANTAGE FUND | P | 2008-06-19 | 2017-01-20 | $80,019 | $43,487 | $36,532 | $36,532 |
| 204 SHS ISHARES CORE S & P MIDCAP ETF | P | 2014-01-31 | 2017-01-24 | $34,226 | $26,816 | $7,410 | $7,410 |
| 15 SHS MKP CREDIT OFFSHORE | P | 2015-01-30 | 2017-02-07 | $13,257 | $15,000 | -$1,743 | -$1,743 |
| 2,198.834 SHS OCH-ZIFF | P | 2014-02-28 | 2017-02-21 | $385,000 | $367,561 | $17,439 | $17,439 |
| 2,072.852 SHS JP MORGAN STRATEGY INC OPP FD | P | 2014-01-31 | 2017-04-17 | $24,169 | $24,688 | -$519 | -$519 |
| 31,929.731 SHS JP MORGAN MANAGED INCOME FD | P | 2014-01-31 | 2017-04-17 | $319,936 | $319,936 | $0 | $0 |
| 2,781.084 SHS PRUDENTIAL TOTAL RETURN | P | 2014-01-31 | 2017-04-17 | $39,992 | $39,241 | $751 | $751 |
| 6,202.211 SHS BLACKROCK HIGH YIELD | P | 2014-01-31 | 2017-04-17 | $48,005 | $51,044 | -$3,039 | -$3,039 |
| 638 SHS ISHARES MSCI EAFE INDEX FUND | P | 2015-08-06 | 2017-04-27 | $40,493 | $41,327 | -$834 | -$834 |
| 744 SHS ISHARES CORE S & P MIDCAP ETF | P | 2014-01-31 | 2017-05-15 | $128,958 | $97,801 | $31,157 | $31,157 |
| 9,129.95 SHS BROWN ADVANTAGE JAPAN ALPHA OPP | P | 2014-03-11 | 2017-05-19 | $95,956 | $101,568 | -$5,612 | -$5,612 |
| 3,979.597 SHS JP MORGAN GLOBAL RES ENH INDEX FD | P | 2014-12-17 | 2017-05-26 | $82,338 | $68,439 | $13,899 | $13,899 |
| 22,914.83 SHS JP MORGAN GROWTH ADVANTAGE FUND | P | 2008-06-19 | 2017-05-26 | $419,800 | $199,130 | $220,670 | $220,670 |
| 4,697.539 SHS JP MORGAN STRATEGY INC OPP FD | P | 2014-01-31 | 2017-05-26 | $55,055 | $55,948 | -$893 | -$893 |
| 11,393.013 SHS JP MORGAN MANAGED INCOME FD | P | 2014-01-31 | 2017-05-26 | $114,158 | $114,158 | $0 | $0 |
| 2,091.239 SHS JP MORGAN INFLATION MGMD BD FD | P | 2017-01-26 | 2017-05-26 | $21,519 | $21,540 | -$21 | -$21 |
| 2,032.278 SHS MFS EMERGING MARKETS DEBT FUND | P | 2016-07-19 | 2017-05-26 | $30,362 | $30,423 | -$61 | -$61 |
| 7,316.132 SHS BLACKROCK HIGH YIELD | P | 2014-01-31 | 2017-05-26 | $57,139 | $60,212 | -$3,073 | -$3,073 |
| 6,157.814 SHS PRUDENTIAL TOTAL RETURN | P | 2014-01-31 | 2017-05-26 | $88,796 | $86,886 | $1,910 | $1,910 |
| 6,527.154 SHS CAUSEWAY INTERNATIONAL | P | 2014-01-31 | 2017-05-26 | $87,771 | $85,560 | $2,211 | $2,211 |
| 1044 SHS ISHARES MSCI EAFE INDEX FUND | P | 2015-08-06 | 2017-05-31 | $69,087 | $67,885 | $1,202 | $1,202 |
| 2,399.232 SHS JP MORGAN GLOBAL RES ENH INDEX FD | P | 2016-02-09 | 2017-06-14 | $50,000 | $38,124 | $11,876 | $11,876 |
| 1,588.31 SHS CAUSEWAY INTERNATIONAL | P | 2014-01-31 | 2017-06-14 | $25,000 | $24,587 | $413 | $413 |
| 930 SHS ISHARES CORE S & P MIDCAP ETF | P | 2014-01-31 | 2017-07-06 | $162,105 | $122,251 | $39,854 | $39,854 |
| 5,601.352 SHS BLACKROCK HIGH YIELD | P | 2014-01-31 | 2017-07-03 | $43,579 | $43,083 | $496 | $496 |
| 6,651.782 SHS JOHN HANCOCK INCOME FUND | P | 2015-08-31 | 2017-07-06 | $43,104 | $43,018 | $86 | $86 |
| 6,902.486 SHS JP MORGAN MANAGED INCOME FD | P | 2014-01-31 | 2017-07-18 | $69,232 | $69,163 | $69 | $69 |
| 1,894.744 SHS JP MORGAN GLOBAL RES ENH INDEX FD | P | 2016-02-09 | 2017-07-19 | $39,922 | $30,107 | $9,815 | $9,815 |
| 3,048.527 SHS JP MORGAN GROWTH ADVANTAGE FUND | P | 2008-06-19 | 2017-07-19 | $57,770 | $26,492 | $31,278 | $31,278 |
| 915.602 SHS JP MORGAN INFLATION MGMD BD FD | P | 2017-01-26 | 2017-07-19 | $9,394 | $9,431 | -$37 | -$37 |
| 5,040.333 SHS AQR MANAGED FUTURES | P | 2017-01-19 | 2017-07-19 | $44,506 | $47,329 | -$2,823 | -$2,823 |
| 4,491.512 SHS JOHN HANCOCK INCOME FUND | P | 2015-08-31 | 2017-07-19 | $29,150 | $29,047 | $103 | $103 |
| 1,610.676 SHS BROWN ADVANTAGE JAPAN ALPHA OPP | P | 2014-03-11 | 2017-07-19 | $17,717 | $16,010 | $1,707 | $1,707 |
| 662.732 SHS MFS EMERGING MARKETS DEBT FUND | P | 2016-07-19 | 2017-07-19 | $9,901 | $9,921 | -$20 | -$20 |
| 8,806.74 SHS BLACKROCK HIGH YIELD | P | 2016-02-26 | 2017-07-19 | $68,869 | $61,383 | $7,486 | $7,486 |
| 12,045.417 SHS PRUDENTIAL TOTAL RETURN | P | 2014-01-31 | 2017-07-19 | $174,899 | $169,960 | $4,939 | $4,939 |
| 5,280.121 SHS CAUSEWAY INTERNATIONAL | P | 2014-01-31 | 2017-07-19 | $84,535 | $81,736 | $2,799 | $2,799 |
| 917.91 SHS SPDR S & P 500 ETF | P | 2014-01-31 | 2017-07-21 | $225,289 | $169,172 | $56,117 | $56,117 |
| 1.09 SHS SPDR S & P 500 ETF | P | 2014-01-31 | 2017-07-21 | $267 | $267 | $267 | |
| 1,541 SHS ISHARES MSCI EAFE INDEX FUND | P | 2015-08-06 | 2017-07-21 | $101,966 | $100,438 | $1,528 | $1,528 |
| 77,162.28 SHS TPG AXON PARTNERS OFFSHORE | P | 2014-02-28 | 2017-07-31 | $77,162 | $195,491 | -$118,329 | -$118,329 |
| 4,407.787 SHS JP MORGAN GROWTH ADVANTAGE FUND | P | 2008-06-19 | 2017-09-19 | $87,715 | $39,068 | $48,647 | $48,647 |
| 584.023 SHS LOCUST WOOD CAPITAL OFFSHORE | P | 2015-06-30 | 2017-10-06 | $80,000 | $71,881 | $8,119 | $8,119 |
| 577 SHS ISHARES MSCI EAFE INDEX FUND | P | 2014-01-31 | 2017-11-02 | $40,129 | $37,607 | $2,522 | $2,522 |
| 156 SHS SPDR S & P 500 ETF | P | 2014-01-31 | 2017-11-02 | $40,122 | $27,829 | $12,293 | $12,293 |
| 451.264 SHS JP MORGAN GLOBAL RES ENH INDEX FD | P | 2014-12-17 | 2017-11-01 | $10,000 | $7,171 | $2,829 | $2,829 |
| 3,006.873 SHS JP MORGAN STRATEGY INC OPP FD | P | 2014-01-31 | 2017-11-07 | $35,000 | $35,812 | -$812 | -$812 |
| 1,725.992 SHS BRIDGEWATER PRIVATE INVESTORS OFFSHORE | P | 2014-02-28 | 2017-11-09 | $170,000 | $154,528 | $15,472 | $15,472 |
| 8,903.97 SHS JOHN HANCOCK INCOME FUND | P | 2015-08-31 | 2017-11-10 | $57,520 | $57,584 | -$64 | -$64 |
| 11,150.854 SHS AQR MANAGED FUTURES | P | 2017-01-19 | 2017-11-10 | $101,473 | $104,707 | -$3,234 | -$3,234 |
| 206.702 SHS OCH-ZIFF | P | 2014-02-28 | 2017-11-14 | $40,000 | $34,553 | $5,447 | $5,447 |
| 6,970.494 SHS BLACKROCK HIGH YIELD | P | 2014-01-31 | 2017-11-21 | $54,370 | $48,584 | $5,786 | $5,786 |
| 2,325.581 SHS JOHN HANCOCK INCOME FUND | P | 2015-08-31 | 2017-12-12 | $15,000 | $15,040 | -$40 | -$40 |
| 10,302.198 SHS PRUDENTIAL TOTAL RETURN | P | 2014-01-31 | 2017-12-12 | $150,000 | $145,363 | $4,637 | $4,637 |
| 2,173.913 SHS BLACKROCK HIGH YIELD | P | 2016-02-26 | 2017-12-12 | $17,000 | $15,152 | $1,848 | $1,848 |
| 1,328.021 SHS MFS EMERGING MARKETS DEBT FUND | P | 2016-07-19 | 2017-12-12 | $20,000 | $19,920 | $80 | $80 |
| 6,333.571 SHS TPG AXON PARTNERS OFFSHORE | P | 2017-04-27 | 2017-12-19 | $571 | $13,759 | -$13,188 | -$13,188 |
| CAPITAL GAINS DIVIDENDS | P | $22,913 | $22,913 | $22,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,143,134 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,272,926 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.161467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,503,246 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,368,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,403,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,765,525 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109948 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,176,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,045,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,251,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,603,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.130282 | DistributionYr5Rt |
| Total Distribution | 0.620866 | TotalDistributionRt |
| Average Distribution | 0.124173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,204,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,260,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,467 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,267,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,692,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,415 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,415 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,948 | OverpaymentAmt |
| Applied To ES Tax | $7,948 | 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 | Yes (1) | 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 |
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 | $16,864,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,309,639 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,481,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,481,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,204,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $910,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $910,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,467 | TotalTaxAmt |
| Distributable Before Adj | $902,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $902,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $902,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,692,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,692,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,467 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,685,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $782,684 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $715,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $783,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $889,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,483,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,654,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,692,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $902,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,789,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,444,529 | 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 | $782,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,661,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $715,590 | ExcessFromYear4Amt |
| Excess From Year3 | $783,184 | ExcessFromYear3Amt |
| Excess From Year2 | $889,428 | ExcessFromYear2Amt |
| Excess From Year1 | $1,483,878 | ExcessFromYear1Amt |
| Excess From Current Year | $2,789,765 | 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 (57 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 | $51,500 | |
| AMERICAN RED CROSS | ||||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $290,000 | |
| ASPIRE | ||||||||
| 3235 WEST MONTROSE | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| BIPS (LIGHT KEEPER'S FUND) | ||||||||
| PO BOX 637 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| BOCA GRANDE HEALTH CLINIC | ||||||||
| 320 PARK AVE | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $11,000 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 W JACKSON BLVD | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 750152079 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| 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 | $10,000 | |
| BOOTH SCHOOL OF BUSINESS | ||||||||
| 450 N CITYFRONT PLAZA DR | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 | |
| ERIKA'S LIGHTHOUSE | ||||||||
| 897 1/2 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| 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 | $2,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 303093506 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $26,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $157,500 | |
| CHICAGOLAND HABITAT FOR HUMANITY | ||||||||
| 233 N MICHIGAN AVE STE 1820 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| COMMUNITY HEALTH | ||||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| INSTITUTO DEL PROGRESO LATINO | ||||||||
| 2520 S WESTERN AVE | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| INTER VARSITY CHRISTIAN FOUNDATION | ||||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $30,000 | |
| ISLAND SCHOOL FOUNDATION | ||||||||
| 135 WEST FIRST STREET | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $16,000 | |
| EDUCATIONAL LABS | ||||||||
| 1280 MASSACHUSETTS AVE 3RD FLOOR | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| KOHL'S CHILDREN'S MUSEUM | ||||||||
| 2100 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| LATINO POLICY FORUM | ||||||||
| 180 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 | |
| EVANS SCHOLARS | ||||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| LEARN CHARTER SCHOOLS | ||||||||
| 1132 S HOMAN AVE | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $125,000 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $8,000 | |
| LUTHERAN SOCIAL SERVICES | ||||||||
| 737 FALCONER STREET | JAMESTOWN | NY | 14701 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $75,000 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 1702 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | 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 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $6,400 | |
| FREE SPIRIT MEDIA | ||||||||
| 906 S HOMAN AVE FL 5 | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| OPPORTUNITY INTERNATIONAL | ||||||||
| 2122 YORK RD 340 | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200,000 | |
| OPPORTUNITY KNOCKS | ||||||||
| 8020 MADISON STREET | RIVER FOREST | IL | 60305 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 | |
| RAINBOWS | ||||||||
| 1007 CHURCH STREET SUITE 408 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| RAVINIA FESTIVAL | ||||||||
| 200 RAVINIA PARK RD | CHICAGO | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $16,250 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1653 W CONGRESS PKY | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $24,250 | |
| FRIENDS OF BOCA GRANDE COMMUNITY CENTER | ||||||||
| 131 1ST ST W | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,050,000 | |
| HARRY CHAPIN FOOD BANK | ||||||||
| 3760 FOWLER STREET | FT MYERS | FL | 33901 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| 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 | $80,200 | |
| WTTW 11 | ||||||||
| 5400 N SAINT LOUIS AVE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| WYCLIFFE ASSOCIATES | ||||||||
| 11450 TRANSLATION WAY JOHN WYCLIFFE | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | BLVD |
| YMCA OF METROPOLITAN CHICAGO | ||||||||
| 801 N DEARBORN ST | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| HERITAGE MUSEUM OF ASIAN ART | ||||||||
| 218 W 26TH ST | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 | |
| ILLINOIS EXECUTIVE MANSION ASSOCIATION | ||||||||
| 410 E JACKSON ST | SPRINGFIELD | IL | 62701 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| ILLINOIS NETWORK OF CHARTER SCHOOLS | ||||||||
| 150 N MICHIGAN AVE STE 430 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| CAMP HOPE | ||||||||
| PO BOX 687 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| INTERNATIONAL FELLOWSHIP OF EVANGELICAL SERVICES | ||||||||
| PO BOX 436 | PLATTEVILLE | WI | 53818 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 | |
| KENILWORTH UNION CHURCH | ||||||||
| 211 KENILWORTH AVE | KENILWORTH | IL | 60043 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,104,000 | |
| REHAB INSTITUTE OF CHICAGO | ||||||||
| 345 E SUPERIOR ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,682,100 | 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 | $1,461 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $357,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $592,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $592,659 | 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 | $6,969,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100,000 SHARES OF CDW CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $6,969,500 | FairMarketValueAmt |
| Received | 2017-10-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,864 | Amt |
| Net Investment Income | $10,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,432 | 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. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,275.29 SHS DODGE & COX INCOME FD | $59,042 | $58,828 |
| 9,428.57 SHS JPM STRAT INC OPP FD - SEL | $112,488 | $109,560 |
| 20,853.48 SHS PRUDENTIAL TOTAL RETURN BD-Z | $294,241 | $304,461 |
| 20,725.93 SHS BLACKROCK HIGH YIELD BOND | $144,460 | $161,662 |
| 12,502.77 SHS JPMORGAN INFLATION MGD BND | $129,030 | $128,403 |
| 8,552.49 SHS JOHN HANCOCK INCOME FD-1 | $55,311 | $55,164 |
| 7,258.39 SHS MFS EMERGING MKTS DEBT FD-1 | $108,875 | $109,529 |
| 27,771.44 SHS VANGUARD TOTAL BD MKT INDEX | $297,175 | $298,543 |
| 18,378.67 SHS VANGUARD TOTAL INTL BND - ADM | $399,920 | $398,817 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 77,591 SHS ARES CAPITAL CORPORATION | $1,370,602 | $1,219,731 |
| 7,737.307 SHS JPM GRWTH ADVANTAGE FD - SEL | $116,495 | $159,775 |
| 5,052 SHS SPDR S&P 500 ETF TRUST | $918,854 | $1,348,177 |
| 2,033.734 SHS PARNASSUS CORE EQUITY FD | $87,715 | $86,901 |
| 19,263.65 SHS CAUSEWAY INTERNATL VALUE-INS | $298,201 | $333,646 |
| 9,935 SHS ISHARES MSCI EAFE INDEX FUND | $608,969 | $698,530 |
| 5,870.79 SHS BROWN ADV JAPAN ALPHA OPP-IS | $56,085 | $67,221 |
| 8,684.935 SHS JPM GLBL RES ENH INDEX FD - SEL | $138,004 | $194,977 |
| 235,000 SHS CDW CORP | $13,505,350 | $16,330,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AESSF II PRIVATE INVESTORS OFFSHORE LP | AT COST | $36,934 | $140,798 |
| 1,624.844 SHS BRIDGEWATER PRIVATE INVESTORS | AT COST | $145,472 | $163,025 |
| 585.578 SHS OCH-ZIFF OZOFII PRIVATE INVESTORS | AT COST | $97,886 | $113,762 |
| 600.74 SHS AXON PARTNERS (OFFSHORE), LTD. | AT COST | $601 | $601 |
| 3,806.936 SHS YORK CREDIT OPPORTUNITIES UNIT TRUST | AT COST | $300,000 | $311,633 |
| 1,446.067 SHS LOCUST WOOD CAPITAL OFFSHORE LTD | AT COST | $177,981 | $202,583 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $43,118 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments