BETA

EDWARDSON FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EDWARDSON FAMILY FOUNDATION (EIN 36-3757845)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-25
IRS object ID
201602999349100900
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-25T15:14:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Phone8473662080PhoneNum
Signature2016-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL ROBERT PASQUESIPreparerPersonNm
PTINP00008831PTIN
Phone8472345000PhoneNum
Preparation2016-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,076,368FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,077,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$154InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$269,674DividendsRevAndExpnssAmt
Dividends Net Invst Incm$269,674DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$55,473NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,560,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,760CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,291,555TotalRevAndExpnssAmt
Total Net Invst Incm$305,588TotalNetInvstIncmAmt
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$17,359AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,359AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,730OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,730OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$95,089TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,089TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,503,246ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,503,246ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,598,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,089TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,503,246TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,693,220ExcessRevenueOverExpensesAmt
Net Investment Income$230,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$933,482SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$166,120SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$166,120SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,880,964CorporateStockBOYAmt
Corporate Stock EOY$9,378,966CorporateStockEOYAmt
Corporate Stock EOYFMV$9,173,245CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,175,017CorporateBondsBOYAmt
Corporate Bonds EOY$2,289,932CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,224,891CorporateBondsEOYFMVAmt
Other Investments BOY$2,723,618OtherInvestmentsBOYAmt
Other Investments EOY$2,571,283OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,512,112OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,713,081TotalAssetsBOYAmt
Total Assets EOY$14,406,301TotalAssetsEOYAmt
Total Assets EOYFMV$14,076,368TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,713,081UnrestrictedBOYAmt
Unrestricted EOY$14,406,301UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,713,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,406,301TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,713,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,406,301TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,713,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,693,220ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,406,301SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,406,301TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
7,765.141 SH ABERDEEN ASIA-PAC INST EQ FUNDP2014-10-142015-08-07$85,805$91,396-$5,591-$5,591
1,257.34 SH ISHARES MSCI ALL COUNTRY ASIA EX JAPANP2015-06-152015-08-11$73,337$78,156-$4,819-$4,819
1,308.66 SH ISHARES MSCI ALL COUNTRY ASIA EX JAPANP2014-02-052015-08-11$76,331$71,967$4,364$4,364
8,491.508 SH JPM MANAGED INC FD INSTL FUNDP2014-02-032015-09-01$85,000$85,085-$85-$85
9,174.31 SH ABERDEEN ASIA-PAC INST EQ FUNDP2014-02-032015-09-02$90,000$100,000-$10,000-$10,000
706.74 SH ABERDEEN ASIA-PAC INST EQ FUNDP2014-10-142015-09-02$6,933$8,318-$1,385-$1,385
5,117 SH ISHARES MSCI EAFE INDEX FUNDP2014-02-052015-02-17$319,155$326,970-$7,815-$7,815
1,536 SH ISHARES MSCI EAFE INDEX FUNDP2014-02-052015-04-08$99,998$98,149$1,849$1,849
1,871 SH ISHARES MSCI EAFE INDEX FUNDP2014-02-052015-04-08$121,802$119,555$2,247$2,247
15,489.467 SH JPM GROWTH ADV FUND - SEL FUNDP2014-10-242015-06-11$250,000$134,603$115,397$115,397
960 SH ISHARES RUSSELL 1000 VALUE INDEX FUNDP2014-02-052015-06-15$101,233$87,386$13,847$13,847
179 ISHARES CORE US GROWTH ETFP2014-02-032015-10-30$17,963$14,959$3,004$3,004
19,157.088 SH PIMCO COMMODITYP2014-02-032015-11-24$111,111$200,000-$88,889-$88,889
9,222.29 SH ABERDEEN ASIA-PAC SJ-INST EQUITY FUNDP2015-02-132015-09-02$90,470$107,899-$17,429-$17,429
CAPITAL GAINS DIVIDENDSP$31,065$31,065$31,065
FieldValueIRS element (for citing)
Capital Gain Net Income$35,760CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,403,541AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,765,525NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.109948DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,176,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,045,410NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.097631DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,251,109AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,603,077NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.130282DistributionYr3Rt
Adjusted Qlfy Distri Yr4$920,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,713,462NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.119304DistributionYr4Rt
Adjusted Qlfy Distri Yr5$874,649AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,198,661NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.273442DistributionYr5Rt
Total Distribution0.730607TotalDistributionRt
Average Distribution0.146121AverageDistributionRt
Net Vl Noncharitable Assets$12,368,550NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,807,305AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,305NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,809,610AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,503,246QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,610InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,610SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,610TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,220EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$22,220TotalPaymentsAndCreditsAmt
Overpayment$17,610OverpaymentAmt
Applied To ES Tax$17,610AppliedToESTaxAmt
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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN A EDWARDSONIndividualWithBooksNm
Phone8473662080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O 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

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 Line1P O BOX 1423AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
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$9,227,052AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$530,374AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,799,478FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,556,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,556,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,368,550NetVlNoncharitableAssetsAmt
Minimum Investment Return$618,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$618,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,610TaxBasedOnInvestmentIncomeAmt
Total Tax$4,610TotalTaxAmt
Distributable Before Adj$613,818DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$613,818DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$613,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,503,246ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,503,246QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,503,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$613,818DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$717,034ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$537,419ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$782,684ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$715,590ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$783,184ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,535,911TotalExcessDistributionCyovAmt
Qualifying Distributions$1,503,246QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$613,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$889,428RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,425,339TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$717,034ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,708,305ExcessDistriCyovToNextYrAmt
Excess From Year4$537,419ExcessFromYear4Amt
Excess From Year3$782,684ExcessFromYear3Amt
Excess From Year2$715,590ExcessFromYear2Amt
Excess From Year1$783,184ExcessFromYear1Amt
Excess From Current Year$889,428ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCED ILLINOIS
50 EAST WASHINGTON ST SUITE 410CHICAGOIL60602NONEPUBLIC CHARITYGENERAL OPERATIONS$60,000
AMERICAN RED CROSS
2200 W HARRISON STCHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$125,000
BOCA GRANDE COMMUNITY CENTER
131 1ST ST WBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
ASPIRE
3235 WEST MONTROSECHICAGOIL60618NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
BOCA GRANDE SEA TURTLE ASSOCIATION
1629 JEAN LAFITTE DRBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$500
BOCA GRANDE HEALTH CLINIC
320 PARK AVEBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
BOCA GRANDE WOMEN'S CLUB
PO BOX 65BOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$1,180
BOYS AND GIRLS CLUB
50 LAKEVIEW PKWYRIVERWOODSIL60061NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
CIVIC FEDERATION
10 N DEARBORN ST 800CHICAGOIL60602NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPUBLIC CHARITYGENERAL OPERATIONS$40,000
COMMUNITY HEALTH
2611 W CHICAGO AVECHICAGOIL60622NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
ERIKA'S LIGHTHOUSE
897 1/2 GREEN BAY ROADWINNETKAIL60093NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
GLENVIEW CLUB SCHOLARSHIP FUND
100 GOLF ROADGLENVIEWIL60029NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYGENERAL OPERATIONS$75,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
IFES
1850 K STREET NW FIFTH FLOORWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL OPERATIONS$40,000
EVANS SCHOLARS
ONE BRIAR ROADGOLFIL60029NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
ILLINOIS BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD 900CHICAGOIL60606NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
INTER VARSITY CHRISTIAN FOUNDATION
PO BOX 7895MADISONWI53707NONEPUBLIC CHARITYGENERAL OPERATIONS$30,000
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
ISLAND SCHOOL FOUNDATION
135 WEST FIRST STREETBOCA GRANDEFL33921NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
LSSI
1640 W MORSE AVECHICAGOIL60659NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
LEARN CHARTER SCHOOL
3021 W CARROLL AVECHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$7,500
LATINO POLICY FORUM
180 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYGENERAL OPERATIONS$2,000
MAKE IT BETTER FOUNDATION
588 LINCOLN AVEWINNETKAIL60093NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
MISERICORDIA
6300 N RIDGE AVECHICAGOIL60660NONEPUBLIC CHARITYGENERAL OPERATIONS$20,000
MUSIC INSTITUTE OF CHICAGO
300 GREEN BAY RDWINNETKAIL60093NONEPUBLIC CHARITYGENERAL OPERATIONS$15,000
NATIONAL SPASMODIC DYSPHONIA ASSOCIATION
300 PARK BLVD 301ITASCAIL60143NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
RUSH WOMEN'S BOARD
1725 WEST HARRISON STREET SUITE 545CHICAGOIL60612NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
TAPS
3033 WILSON BLVD SUITE 630ARLINGTONVA22201NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
OLD ELM SCHOLARSHIP FUND
800 OLD ELM RDHIGHLAND PARKIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$500
OPPORTUNITY INTERNATIONAL
2122 YORK RD 340OAK BROOKIL60523NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
OUNCE OF PREVENTION
33 WEST MONROE STREET SUITE 2400CHICAGOIL60603NONEPUBLIC CHARITYGENERAL OPERATIONS$10,000
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW SUITE 300WASHINGTONDC20004NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500
PURDUE UNIVERSITY
610 PURDUE MALLWEST LAFAYETTEIN47907NONEPUBLIC CHARITYGENERAL OPERATIONS$100,000
RAINBOWS
1007 CHURCH STREET SUITE 408EVANSTONIL60201NONEPUBLIC CHARITYGENERAL OPERATIONS$24,900
RAVINIA FESTIVAL
200 RAVINIA PARK RDCHICAGOIL60035NONEPUBLIC CHARITYGENERAL OPERATIONS$35,166
UROLOGICAL RESEARCH FOUNDATION
675 N ST CLAIR ST 20CHICAGOIL60611NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
RINGLING MUSEUM
5401 BAY SHORE RDSARASOTAFL34243NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
WINGS
PO BOX 95615PALATINEIL60095NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPUBLIC CHARITYGENERAL OPERATIONS$645,000
WYCLIFFE ASSOCIATES
11450 TRANSLATION WAY JOHN WYCLIFFEORLANDOFL32862NONEPUBLIC CHARITYGENERAL OPERATIONS$2,500BLVD
WGCU - PBS
10501 FGCU BLVD SFORT MYERSFL33965NONEPUBLIC CHARITYGENERAL OPERATIONS$1,000
WRITER'S THEATRE
664 VERNON AVEGLENCOEIL60022NONEPUBLIC CHARITYGENERAL OPERATIONS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,503,246TotalGrantOrContriPdDurYrAmt
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$154ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$269,674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$55,473ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$214,355ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$214,355TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN A EDWARDSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1423AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,077,200TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property70,000 SHARES OF CDW CORPORATIONNoncashPropertyDesc
Fair Market Value$3,077,200FairMarketValueAmt
Received2015-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$17,359Amt
Net Investment Income$17,359NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
83,825.55 SHS JPM MANAGED INC FD - INSTL$839,932$838,255
33,585.22 SHS JPM STRAT INC OPP FD - SEL$400,000$372,460
46,132.01 SHS PRUDENTIAL TOTAL RETURN BD-Z$650,000$644,003
24,301.34 SHS BLACKROCK HIGH YIELD BOND$200,000$173,269
30,959.75 SHS JOHN HANCOCK INCOME FD-1$200,000$196,904

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
77,591 SHS ARES CAPITAL CORPORATION$1,370,602$1,105,672
2,320 SHS ISHARES RUSSELL 1000 VALUE INDEX FUND$211,182$227,035
58,191.925 SHS JPM GRWTH ADVANTAGE FD - SEL$848,590$892,664
7,253 SHS SPDR S&P 500 ETF TRUST$1,293,873$1,478,669
3,800 SHS ISHARES CORE S&P MID-CAP ETF$499,522$529,416
41,989.66 SHS CAUSEWAY INTERNATL VALUE-INS$650,000$591,215
6,167 SHS ISHARES MSCI EAFE INDEX FUND$397,483$362,126
16,430.08 SHS BROWN ADV JAPAN ALPHA OPP-IS$182,050$178,759
13,019.31 SHS JPM GLBL RES ENH INDEX FD - SEL$237,472$232,265
3,398 SHS ISHARES RUSSELL 1000 GROWTH$283,964$338,033
220,000 SHS DB NOTES EAFE BSKT 4/20/16$220,000$198,572
1,925 SHS VANGUARD FTSE EUROPE ETF$107,028$96,019
70,000 SHS CDW$3,077,200$2,942,800

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AESSF II PRIVATE INVESTORS OFFSHORE LPFMV$289,322$370,565
3,073.29 SHS BRIDGEWATER PRIVATE INVESTORSFMV$300,000$306,877
2,991.114 SHS OCH-ZIFF OZOFII PRIVATE INVESTORSFMV$500,000$508,261
3,000 SHS PAULSON ENHANCED LTD. CLASS CFMV$300,000$235,584
300 SHS TPG-AXON PARTNERS (OFFSHORE), LTD.FMV$300,000$272,530
3,806.936 SHS YORK CREDIT OPPORTUNITIES UNIT TRUSTFMV$300,000$276,324
14,107.35 SHS ICE GLOBAL CREDIT FUND (CAYMAN) LTDFMV$31,961$14,107
2,500 SHS LOCUST WOOD CAPITAL OFFSHORE LTDFMV$250,000$243,506
300 SHS MKP CREDIT OFFSHORE LTD CLASS BFMV$300,000$284,358

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$57,730RevenueAndExpensesPerBooksAmt
Net Investment Income$57,730NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$20,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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