.. Form 990-PF COPY OMB No. 1545-0052 2017 or Section 4947(aX1) Trust Treated as Private Foundation .... Do not enter social security numbers on this form as it may be made public. .... Go to www.irs.gov/Form990PF for instructions and the latest information. Joan o r-uo11c nsoec ion .and ending For calendar year 2017 or tax year beginning Name of foundation A Employer identification number ED UIHLEIN FAMILY FOUNDATION 20-5723621 Number and street (or P .0 . box number if mail is not delivered to street address) 1;;;suite 736 N. WESTERN AVENUE LAKE FOREST, IL 60045 D D D D Initial return of a former public charity Initial return Final return Amended return Address chanoe Name chanoe H Check type of organization: Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation Accrual I Fair market value of all assets at end of year J Accounting method: Cash (from Part II, col. (c), line 16) Other (specify) 7,385,015. (Part I, column (d) must be on cash basis.) .... $ I Part 11 (The Analysis of Revenue and Expenses (a) Revenue and (b) Net investment total of amounts in columns {b), (c), and (d) may not expenses per books income necessarily equal the amounts in column (a).} n n 00 n D 00 D 1,552,000. 1 Contributions, gifts, grants, etc., received if the foundation is not required to attach Sch . B 2 Check .... Interest on savings and temporary 3 cash investments 4 Dividends and interest from securities .. Sa Gross rents .......... .... . . . . . . . .. . b Net rental income or (loss) B Telephone number 847-473-3000 .. o D 1. Foreign organizations, check here . ... . . o 2. .. o E If private foundation status was terminated under section 507(b)(1)(A), check here .... . o F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here .... . o C If exemption application is pending, check here .. City or town, state or province, country, and ZIP or foreign postal code n .., Return of Private Foundation Department 01 the Treasury Internal Revenue S 7 Capita l gain net income (from Part IV, line 2) G) ::I I 147,293. STATEMENT 2 STATEMENT 1 <5,666.> 187,172. G) G) 147,293. a: 8 Net short-term capital gain 1,884. ! I I I I .. .. ..... ... ..... ... ... 9 Income modifications ... . ... . ... . .. .... 103 ~~i::~:Sreturns . . . . . . . . .. . b Less: Cost of goods sold .. . I c Gross profit or (loss) . . .... . .. . .. . . . . · ·· • ·· 11 Other income 12 Total. Add lines 1 throuah 11 13 Compensation of officers, dl'ectors, trustees, etc. 14 Other employee salaries and wages . 15 Pension plans, employee benefits ... ..... .... ... 16a Legal fees • ... ..... .. .. ... . b Accounting fees 'I'!-1'1' 3 .. c Other professional fees .. ... 17 Interest ... ... 18 Taxes . . . .. ........................S.TM'I' ? 19 Depreciation and depletion 20 Occupancy . . . . . . . . . . . . . . . . . . . . . ... . 21 Travel, conferences, and meetings 22 Printing and publications 23 Other expenses ........... S.'I'!-1'1' . 6 24 Total operating and administrative expenses. Add lines 13 through 23 ..... .. .. ... 25 Contributions, gifts, grants paid ........... . ... ... 26 Total expenses and disbursements. Add lines 24 and 25 27 Subtract line 26 from line 12: I :U) t:: G) ~ w ~ ~ t t:: ·E ~ °"g cu er t:: ~ l 133 . 149,310 . STATEMENT 3 o. o. 4 , 946. o. 4,946. 2,359. 1,974 • 0. 38,428. 36,909. 1,519. 45,733. 13,269,988. 38,883. 6,465. 13,269.988. 13 315 721. 38,883. 13,276,453. o. ..................... s. a Excess of revenue over expenses and disbursements 72350 1 133. 1 , 693,760. I I ,_ 1<11,621,961. b Net investment income (tt negative. ent I f o. 5,374,430. 79. 5,374,351. Form 990-PF (2017) 72351 1 0 1-03- 18 • ED UIHLEIN FAMILY FOUNDATION Form 990-PF (2017) I Part IV I • I • 20-5723621 Page 3 Capital Gains and Losses for Tax on Investment Income (b ~ How acquired - Purchase D - Donation (a) List and describe the kind(s) of property sold (for example, real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.) p p p CAPITAL GAIN DISTRIBUTIONS DETAIL AVAILABLE IN TAXPAYER'S FILES c DETAIL AVAILABLE IN TAXPAYER'S FILES d DETAIL AVAILABLE IN TAXPAYER'S FILES 1a b (d) Date sold (mo., day, yr.) (cJ Date acquired mo., day, yr.) VARIOUS VARIOUS VARIOUS D 12/31/17 12/31/17 12/31/17 e (f) Depreciation allowed (or allowable) (e) Gross sales price (g) Cost or other basis plus expense of sale 20. 172,747. 200. 14,205. a b c d (h) Gain or (loss) ((e) plus (f) minus (g)) 20. <11,827.> 0. 13,691. 184,574. 200. . 514. e Complete only for assets showing gain in co lumn (h) and owned by the foundation on 12/31/69. (j) Adjusted basis (i) FMV as of 12/31/69 (I) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col. (h)) (k) Excess of col. (i) over col. (j), if any as of 12/31/69 20. <11,827.> 0. 13,691. a b c d e { If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 2 Capital gain net income or (net capital loss) ......... . ....... 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If N ....... . .... ... ... Sa Enter the states to which the foundation reports or with which it is registered. See instructions. 1a 1b x x 1c x 14 2 x 3 4a x x 4b 5 -s x 7 x x Sb x .... IL b If the answer is 'Yes" to line 7, has the fo undation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No,'' attach explanation ...... ... .... .......... ... ..... .... ...... .. ... .. 9 Is the foundatio n claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2017 or the tax year beginning in 2017? See the instructions for Part XIV. If 'Yes,'' complete Part XIV 10 Did anv oersons become substantial contributors durina the tax vear? If "Yes . attach a schedule listino their names and addresses . , 9 10 i x x Form 990-PF (2017) 723531 01-03-18 .. Form 990-PF (2017) ED UIHLEIN FAMILY FOUNDATION I Part VII-A I Statements Regarding Activities • j . 20-5723621 Page 5 rcontinuedl Yes No 11 At any time during the year, did the foundation, directly or indirectly, own a contro lled entity within the meaning of section 512(b)(13)? If 'Yes," attach schedule. See instructio ns ............ .. ················································ ······ ·········· ··············· ··· x 11 12 Did the fou ndation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If 'Yes," attach statement. See instructions 12 13 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ....... x x Website address .... NI A 14 The books are in care of .... RI CHARD UIHLEIN Located at .... 736 N WESTERN AVE #339, -----'----------------------------------------Telephone no ..... 8 4 7 - 4 7 3 - 3 0 0 0 LAKE FOREST, IL ZIP+4 ~0045 15 Section 4947(a)( 1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - check here .. and enter the amou nt of tax-exempt interest received or accrued during the year .......................................... ..... . ....... .... l~15~~1_ _ _ N .... /_A-r-_ Yes No 16 At any time during calendar year 2017, did the foundatio n have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country? ...... .............. ... .......................................................................... ... . See the instructions for exceptions an d fil ing requirements for FinCEN Form 114. If 'Yes," enter the name of the foreian countrv .... 16 x I I Part VII-BI Statements Regarding Activities for Which Form 4720 May Be Required Yes No File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. 1a During the year, did the foundation (either directly or indirectly): D Yes 00 No ........................................................................................................ ........ D D D Yes Yes Yes 00 No 00 No 00 No D Yes 00 No (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ............ ........ .............. .. (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? (3) Furnish goods, services, or faci lities to (or accept them from) a disqualified person? ................. ................... (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............. . .. .... . ....... .......... . (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? ... . (6) Agree to pay money or property to a government official? ( Exception. Check "No" if the foundatio n agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) .............. .. D Yes No b If any answer is 'Yes" to 1a(1)-(6), did any of the acts fai l to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..... ........ .... N/A.. Organizations relying on a current notice regarding disaster assistance, check here ..... c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2017? . ................. .. . . . 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating fou ndation defined in section 4942(j)(3) or 4942(j)(5)): a At the end of tax year 2017, did the fou ndation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2017? Yes No If 'Yes," list the years ...._ _ _ _ _ _ _ , - - - - - - - , - - - - - - - , _ _ _ _ _ __ b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach 00 .. o D ' ' I 1c x 00 statement - see instructions.) .............. ..................... N/A.. c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. ~ - 1b i--=2=-b-+---+--- 1 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time D Yes No during the year? . ........ .................... . b If 'Yes," did it have excess business holdings in 2017 as a resu lt of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2017.) ... N/A .. 3b 4a 4a Did the foundation invest during the year any amount in a manner that wou ld jeopardize its charitable purposes? b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from ieooardv before the first dav of the tax year beginning in 2017? 4b Form 990-PF (20 17) 00 x x 723541 01-03- 18 ..20-5723621 . . Form990-PF(2017l ED UIHLEIN FAMILY FOUNDATION I Part VII-BI Statements Regarding Activities for Which Form 4720 May Be Required Page 6 rcontinuedl Yes No 5a During the year, did the foun dation pay or incur any amount to: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? .. .. ......... . . ......... (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? . ... .. ... .. .... ... .. ... .. ... .. .. ... ..... .. ... ... .. .... ... .. ... ... .. .. .... ... .... .. ... .... .. ... .. ... ..... ... .. (3 ) Provide a grant to an individual for travel, study, or other similar purposes? .... .. .. ... .. ... .. ... .. ..... ... ... .............. (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? See instructions .. . . . ......... .. . ........ ..... ..... .... .... ...... .... . . . ......... (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for D Yes IX] No D Yes Yes IX] IX] No No D Yes IX] No D the prevention of cruelty to children or animals? D Yes IX] No b If any answer is ''Yes" to 5a(1)-(5), did any of the transactions fai l to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ............ ... ............................... ............ NIA .. Organizations relyi ng on a current notice regarding disaster assistance, check here .. ....................................... .. ................ c If the answer is ''Yes" to question 5a(4), does the foundatio n claim exemption from the tax because it maintained expenditure responsibility for the grant? ........... .. . ........................................... ......... ............. If ''Yes," attach the statement required by Regu lations section 53.4945-5(d). 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If ''Yes" to 6b, fi le Form 8870. N/A .... 0Yes D No D IX] No Yes 5b ~D 6b x D 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? ... ............... ....... . Yes IX] No b If ''Yes" did the fou ndation receive anv oroceeds or have anv net income attributable to the transaction? ........... ... ............... ........ NJ.A... 7b I Part vnl I lnf~rmation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors List all officers, directors, trustees, and foundation managers and their compensation. (di Contnbutions to emp oyee benefit plans and deferred com pensation (e) Exr.ense accoun , other allowances o. o. 0. o. o. o. o. o. o. 2 Compensation of five highest-paid employees (other than those included on line 1 . If none, enter "NONE." (bl Title, and average hours per week (a) Name and address of each employee paid more than $50,000 (c) Compensation devoted to position (di Contnbutions to emp oyee benefit plans and deferred compensation (e) Exr.ense accoun , other allowances .... 1 0 (a) Name and address RICHARD E. UIHLEIN 736 N WESTERN AVE #339 LAKE FOREST, IL 60045 LUCIA UIHLEIN HIGGINS 736 N WESTERN AVE #339 LAKE FOREST, IL 60045 FREDERICKA ANNE GOLDENBERG 736 N WESTERN AVE #339 LAKE FOREST, IL 60045 (bl Title, and avera~e hours per week devo ed to position (c) Compensation (If not paid , enter -0-l PIRECTOR/PRES DENT 0.00 PIRECTOR/SECR ~TARY o.oo PIRECTOR/TREA 3URER 0.00 NONE Total number of other em olovees oaid over $50 000 Form 990-PF (2017) 723551 01-03-18 "' ,, . & • Form990-PF 2017 ED UIHLEIN FAMILY FOUNDATION 20-5723621 Page 7 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services. If none, enter "NONE. " (a) Name and address of each person paid more than $50,000 (c) Compensation (b I Type of service NONE ..... Total number of others receivina over $50 ODO for professional services _ Summary of Direct vnaritable Activities I Part IX-A I List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 THE ED UIHLEIN FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE I N ANY 20THER DIRECT CHARITABLE ACTIVITIES. 0 Expenses 0. o. 3 4 I Part IX-B I Summary of Program-Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. 1NONE Amount o. 2 All other program-related investments. See instructions. a NONE Total. Add lines 1 th rouah 3 ... ................... ..... . ............. ... ... . ............ .. .......... ..................... . ........... .... .. ........... .. ..... 0. 0• Form 990-PF (2017) 72356 1 01-03-18 I Form 990-PF (2017) .. • ED UIHLEIN FAMILY FOUNDATION I Part X I Minimum Investment Return 20-5723621 Page 8 (All domestic foundations must complete this part. Foreign foundations, see instructions.) Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: a Average monthly fair market value of securities 1a b Average of monthly cash balances 1b 1c 1d c Fair market value of all other assets d Total (add lines 1a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed exp lanation) 1e 2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 from line 1d 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 6 Minimum investment return . Enter 5% of line 5 Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundatio ns and foreign organizations, check here .... and do not complete this part.) o. Minimum investment return from Part X, line 6 2a Tax on investment income for 2017 from Part VI, line 5 2 3 4 5 6 certain 5,796,742. 2,990,324. 8,787,066. o. 8,787,066. 131,806. 8,655,260. 432 763. 432,763. 1 , 104. b Income tax for 2017. (This does not include the tax from Part VI.) c Add lines 2a and 2b 3 4 5 6 7 Distributable amount before adjustments. Subtract line 2c from line 1 Recoveries of amounts treated as qualifying distributions Add lines 3 and 4 Deduction from distributable amount (see instructions) Distributable amount as ad·usted. Subtract line 6 from line 5. Enter here and on Part XIII line 1 . 2c 3 4 5 6 7 1,104. 431,659. 0. 431,659. o. 431 659. IPart XII I Qualifying Distributions (see instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: 13,276,453. 1a 0. b Program-related investments - total from Part IX-8 1b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) . 3b 13,276,453. 4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8; and Part XI II , line 4 4 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment 1,104. income. Enter 1% of Part I, line 27b 5 13,275,349. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 . 6 Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2017) a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 . 723571 01 -03- 18 .. ' ED UIHLEIN FAMILY FOUNDATION Form 990-PF (2017) .. . 20-5723621 Page 9 !Part XIII ! Undistributed Income (see in structions) (a) Corpus (b) Years prior to 2016 (c) 2016 (d) 2017 1 Distributable amount for 2017 from Part XI, line 7 ................. ................. .... ... ...... 2 431,659. Undistr ibuted income, if any, as of the end of 20 17: a Enter amount for 2016 only b Total for prior years: o. ........ 0. --- ' --- ' --3 Excess distributions carryover, if any, to 2017: a From 2012 ........ 3,613,144. 8,122,681. 9,964 , 330. ~0,594 , 712. 9,934,186. b From 2013 ..... .. c From 2014 .. .... d From 2015 e From 2016 f Total of lines 3a through e .... ... 4 Qualifying distributions for 2017 from Part XII, line 4: ..... $ 13,276,453. a Appl ied to 2016, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) d Appl ied to 2017 distributable amount e Remaining amount distributed out of corpus 5 Excess distri butions carryover app lied to 2017 (tf an amount appears in column {d}, the sam e amciUi,f · - 42,229,053. j o. 0. i 0. 431,659. 12,844,794. 0. 0. must be shown in column (a~) 6 Enter the net total of each column as indicated below: a Corpus. Add lines 3f, 4c, an d 4e. Subtract line 5 55,073,847. b Prior years' undistributed income. Subtract line 4b from line 2b . . ... .. .. ..... ... ... ....... c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed .. ··· · · ·· ········ · ·· · ·· ···· · d Subtract line 6c from line 6b. Taxable amount - see instructions .... . ... .... ... .. e Undistributed income for 2016. Subtract line 4a from line 2a. Taxable amount - see instr. .. f Undistributed income for 2017. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2018 ...... ........ 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)( 1)(F) or 4942(g)(3) (Election may be required - see instructions) 8 Excess distributions carryover from 2012 not applied on line 5 or line 7 .......... . ........ . 9 Excess distributions carryover to 2018. Subtract lines 7 and 8 from line 6a .... ... 10 Analysis of line 9: 8,122,681. a Excess from 2013 9,964,330. b Excess from 2014 .. c Excess from 2015 .. ~0,594,712. 9,934,186. d Excess from 2016 e Excess from 2017 . ~2,844,794. 72358 1 0 1-03- 18 I o. 0. 0. 0. o. 0. 3 , 613,144. 51,460,703 . Form 990-PF (20 17) .. Form 990-PF (2017) ED UIHLEIN FAMILY FOUNDATION I Part XIV I Private Operating Foundations . 20-5723621 ~I b Check box to indicate whether the foundation is a orivate ooeratino foundation described in section ... . .... I Tax year Prior 3 years 2 a Enter the lesser of the adjusted net (a) 2017 (b) 20 16 (c) 20 15 income from Part I or the minimum investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities .. . e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c .... . 3 Complete 3a, b, or c for the alternative test relied upon: a "Assets" alternative test - enter: ( 1) Value of all assets Page 10 N/A (see instructions and Part VII-A, question 9) 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ru ling is effective for 2017, enter the date of the ru ling ... . ....... ...... ~ I 4942( j)(3) or I (d) 20 14 I 49421iH5l (e) Total (2) Value of assets qualifying under section 4942(j)(3)(B)(i) b "Endowment'' alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed .. ... c "Support'' alternative test - enter: (1) Total support other than gross investment income (interest, dividen ds, re nts, payments on securities loans (section 512(a)(5)), or royalties) . . . . . . . . . . . . (2) Support from general public and 5 or more exempt organizations as provide d in section 4942(i)(3)(B)(iii) ... (3) Largest amount of support from an exempt organization . 141 Gross investment income . I Part XV I Supplementary this part only if the foundation had $5,000 or more in assets . .Information (Complete . . at any time during the year-see instructions.) Information Regarding Foundation Managers: a List any managers of the foun dation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) RICHARD E. UIHLEIN b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest. NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here ~ [X] if the foundation only makes contrib utions to preselected charitab le organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc., to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or email address of the person to whom applications should be addressed: b The form in which applications should be submitted and information and materials they should include: c Any submission deadlines: d Any restrictions or limitations on awards, such as by geographical areas, charitab le fie lds, kinds of institutions, or other factors: 723601 01-03- 18 Form 990-PF (2017) • 3 Supplementary Information I f 20 - 5723621 ED UIHLEIN FAMILY FOUNDATI 0 N Form 990-PF 12017\ I Part XV I .. • Page 11 (continuP.dl Grants and Contributions Paid Durinq the Year or Aooroved for Future Pavment Recipient Name and address (home or business) If recipient is an individual, show any re lationship to any foundation manager or substantial contri butor Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year SEE ATTACHED STATEMENT 13,269, 9 8 8 . ..... 3a Total 1 3,2 6 9 , 9 88. b Approved for future payment NONE Total ..... 3b 0. Form 990-PF (2017) 7236 11 0 1-03- 18 ' . Taxpayer: Ed Uihlein Fam ily Foundation EIN: 20-5723621 NAME ADDRESS Accuracy in Academia -4350 East West Hi ghway, Bethesda , MO 2081-4 01/03/2017 3,000.00 Accuracy in Media -4 350 East W est Highway, Bethesda , MO 2081 -4 01/03/2017 15,000.00 American Enterprise Institute (AEI) 1789 Massachusetts Ave, N .W ., Washington, O.C. 20036 01/03/2017 100,000.00 American Majority P.O . Box 87, Purcellville , VA 2013-4 01/03/2017 125,000.00 DATE AMOUNT American Majority P.O . Box 87, Purcellville , VA 2013-4 07/ 11/2017 250,000.00 Americans for Prosperity Foundation 2111 Wilson Blvd., Suite 350, Artington , VA 22201 01/03/2017 75,000.00 America's Future Foundation 151316th Street NW, Washington , O.C. 20036 01/03/2017 20,000.00 AposUe 15'ands Area Community Fund P.O . Box 157-4, Bayfield , WI 5-481-4 01 103/2017 500.00 Ashbrook Center -401 Cohge Ave, Ashland, OH « 805 01/03/2017 15,000.00 Ashbrook Center -401 Coll ege Ave, Ashland, OH -44805 09/0512017 200,000.00 Beacon Academy 157-4 Sherman Ave , Evanston, IL 60201 01/03/2017 100,000.00 Bonefish and Tarpon Trust 135 San Lorenzo Ave, Suite 860, Coral Gables, FL 331-46 01 /0312017 5,000.00 Boys & Girts ctub of Kenosh11 1330 52nd Street, Kenosha , WI 531 -40 01/03/2017 100,000.00 Brett Tashman Foundation , The 1723 Brentwood Avenue , UJMand, CA 9178-4 01 /03/2017 5,000.00 C.M. Russell Museum -400 13th Street North , Great Falls , MT 59401 01/03/2017 1,000.00 Captain Frederick Pabst Mansion , Inc. 2000 W est Wisconsin Ave , Milwaukee, W I 53233 01 /0312017 250.00 Carson Springs W ildife Foundation 8528 E. County Road 225 , Gainesville , FL 32609 01/03/2017 10,000.00 Center for Competitive Politics 124 West Street South , Ste 201, AJexan<*ia , VA 2231 -4 01/03/2017 150,000.00 Center for Security Policy 1901 Pervisytvania Ave, NW Suite 201 , Washington O.C. 20006 05/ 18/2017 250,000.00 Center for Urban Renewal & Education 1317 F Street NW, Ste 900 , Washington , O.C. 20004 01/03/2017 25 ,000.00 Chicago Historical Society 1601 North Clark Street, Chicago, IL 6061 4 01/0312017 10,000.00 Chicago Hope Academy 2189 W . BOWer St, Chicago , IL 60612 01/03/2017 5,000.00 Chicago Zoological Society 330 Golf Road, Brookfield, IL 60513 01/03/2017 3,000.00 Christ Church of Lake Forest 100 North Waukegan , Lake Forest, IL 60045 01/0312017 10,000.00 Christ Church of Longboat Key 6400 Gulf of Mexico Drive , Longboat Key. FL 3-4228 01/03/2017 5,000.00 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue, Waukegan , IL 60087 01 /17/2017 33,333.33 Church of Joy (Sidewalk Sunday School) 2000 Western Avenue. Waukegan . IL 60087 0212112017 33,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue, W aukegan . IL 60087 03/20/2017 33 ,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue, Waukegan , IL 60087 05/221201 7 33 ,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue. Waukegan , IL 60087 06119/2017 33,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue. Waukegan . IL 60087 0711712017 33,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue. W aukegan . IL 60087 08121/2017 33,333.33 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue. Waukegan , IL 60087 09/18/2017 33,333.33 33,333.36 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue. Waukegan . IL 60087 11120/2017 Church of Joy (Sidewalk Sunday School) 2000 W estern Avenue, Waukegan , IL 60087 12/ 18/2017 33 ,3-40.00 Clare Boothe Luce Policy Institute 112 Elden Street, Suite P, Herndon, VA 20170 01/03/2017 175,000.00 Clare Boothe Luce Policy Institute 112 Elden Street, Suite P, Herndon , VA 20170 08/3012017 200 ,000 .00 Classroom , Inc. 245 Fifth Avenue, 20th Floor, New York, NY 10016 01/03/2017 5,000.00 Clearbrook 1835 West Central Road, Artington Heights, IL 60005 01/0312017 1,500 .00 Competitive Enterprise Institute 1310 L Street, NW, 7th Floor, W ashington, O.C . 20005 01/0312017 15,000.00 3,000.00 Cumber1and College 6191 College Station Drive, Williamsburg . KY -40769 01 /03/2017 Delta Waterfo'M Foundation P.O. Box 3128, Bismarck, NO 58502 01 /03/2017 1,000.00 Dept of Dermatology, Univ of Utah 30 N 1900 E -4A 330 SOM , Salt Lake City, UT 8-4132 01/03/2017 10,000 .00 Ducks Unlimited One W aterfov.t W ay, Memphis, TN 38120 05/23/2017 150,000 .00 Eagle Forum Education & Legal Defense P.O. Box 618 , AJton , IL 62002 01/03/2017 3,500.00 East Moline Christian School 900 "6th Avenue , East Moline , IL 612-4-4 01/0312017 1,000 .00 Eisenhower Medical Center 39000 Bob Hope Drive, Rancho Mirage, CA 92270 01/03/2017 1,000.00 Everglades Foundation 18001 Old Cutler Road, Suite 625 , Palmetto Bay, FL 33157 01/03/2017 • .500.00 Felow Mortals W -4632 Palmer Road, Lake Geneva , WI 531-47 01/03/2017 30 ,000.00 Field Museum 1-400 South Lake Shore Drive, Chicago . IL 60605 01/0312017 1,000.00 First Presbyterian Church of Lake Forest 700 North Sheridan Road, Lake Forest, IL 60045 01 /03/2017 20 ,000.00 Foodstock C.0 .0 .L 33 N. Waukegan Road, Suite 105, Lake Bluff, IL 6004-4 01/03120 17 1,500.00 Foundation for Gov ernment Accountability 15275 Collier Blvd, Suites 201-279 , Naples, FL J.4119 01/09/2017 1,500,000.00 800,000.00 Foundation for Government Accountability 15275 Collier Blvd, Suites 201 -279 , Naples, FL 3-4119 10/05/2017 Foundation for Teaching Econom ics 1706 New Hampshire Avenue NW , Washington , O.C. 20009 01/03/2017 1,000.00 Freedom's Journal Institute 3-427 Vollmer Road , Suite 106, Flossmoor, IL 60422 01 /03/20 17 7,500.00 Freedom's Journal Institute 3-427 Vollmer Road , Suite 106, Flossmoor, IL 60422 11 /13/2017 25,000.00 Fund for American Studies, The 1706 New Hampshire Avenue NW , Washington , O.C. 20009 011031201 7 5,000 .00 Gilder Lehrman Institute of Am . History 49 West-45th Street , 6th Floor, New York, NY 10036 01/03/2017 10,000 .00 -40,000.00 Glen1NOod School for Boys & Girts 500 West 187th Street, Glenwood , I L 60425 01/03/2017 Great Lakes Adaptive Sports Association 27864 Irma Lee Circle, #101 , Lake Forest. IL 60045 01/03/2017 2,000 .00 Greenhouse Solutions P.O . Box 8-4 , Aledo , TX 76008 01/03/2017 100,000.00 Grove City College 100 Campus Drive, Grove City, PA 16127 01/03/2017 25,000.00 Guardian Angels of S .W . Florida 1-429 60th Ave W est, Surte 200, Bradenton , FL J.4207 01 /03/2017 10,000.00 Gun Ov.flers Foundation 8001 Forbes Place, Suite 102, Springfield, VA 22151 01/03/2017 25 ,000.00 Hi gh Frontier 500 North Washington Street, Alexandria , VA 22314 01 /0312017 25 ,000.00 Hillsdale College 33 East College Street, Hillsdale, Ml 49242 01/0312017 30 ,000.00 Howard Young Foundation P.O . Box 470 , Wooct"uff, W\ 5-4568 01 /0312017 130,000.00 .. I Back Jack Foundation 709 Milwaukee Street, Suite A, Delafield, W1 53018 01/03/2017 5,000.00 Illinois Policy Institute 190 S. laSalle Street, Suite 1500, Chicago, IL 60603 01/0612017 2,770,000.00 500 ,000.00 Illinois Policy Institute 190 S. laSalle Street, Suite 1500, Chicago, IL 60603 11/21/2017 Independent Institute , The 100 Swan Way, Oakland , CA 94621 01/03/2017 5,000.00 Inner City Impact 3327 W. Fullerton Ave ., Chicago, IL 60647 01/03/2017 60,000.00 Institute for Humane Srudies 3-43-4 Washington Wvd ., MS 1C5, Arlington , VA 22201 01/0312017 200,000.00 Institute for Justice 901 N. Glebe Road , Suite 900 , Arlington , VA 22203 0110312017 10,000.00 Institute on the Constitution 8028 Ritchie Hwf , Suite 315, Pasadena , MD 21122 01/03/2017 10,000.00 Intercollegiate Studies Institute 3901 Centerville Road , Wilmington , DE 19807 01/0312017 150,000.00 International Crane Foundation E-11376 Shady lane Road , P.O. Box «7. Baraboo, W1 53913 01/03/2017 2,500.00 Jesse Helms Center, The P.O. Box 2-4-7, Wingate, NC 2817-4- 01/03/2017 5,000.00 Jim Ryun Ministries 132 D St SE, Washington , D.C. 20003 01/03/2017 50 ,000.00 Judicial Watch -4-25 Third St., SW, Suite 800, Washington , D.C. 2002-4- 01/03/2017 10,000.00 Kenosha Civil War Museum 5400 First Avenue , Kenosha , W1 531-4-0 01/0312017 5,000 .00 Kenosha Public Museum 5500 First Avenue, Kenosha , W1 531-4-0 01/03/2017 5,000.00 Kenosha YMCA 7101 53rd Street, Kenosha , W1 531-4--4- 01/03/2017 25,000.00 LaCasa Zacharias Center 4275 Old Grand Avenue , Gumee , IL 60031 0110312017 10,000.00 Lake County Community Foundation 11-4- South Genesee Street, Suite 505, Waukegan, IL 60085 01/03/2017 1,000.00 Lake Forest College 555 North Sheridan Road. lake Forest, IL 600,4.5 0110312017 25 ,000.00 20 ,000.00 lake Forest Northwestem Hospital 660 N. Westmoreland Road, Lake Forest, IL 60045 01 /0312017 Lake Forest Symphony -4-00 East Illinois Road, lake Forest, IL 60045 01 /03/2017 1,000.00 Landmark legal Foundation 19415 Deerfield Avenue , Suite 312 , leesburg, VA 20176 01/0312017 5,000.00 Liberty Justice Center 190 South LaSalle Street, Suite 1500, Chicago , IL 60603 01/0312017 300 ,000.00 Lincoln Park Zoo 2001 North Clark Street, Chicago, IL 60614 01 /0312017 1,000.00 Living Lands & Water.. 1762-4- Route 64 North Great River Road, Eest Moline, IL 612« 01 /0312017 5,000.00 Manhattan Institute 52 Vanderbilt Avenue , New York, NY 10017 01/03/2017 75 ,000.00 Manhattan Institute 52 Vanderbilt Avenue , New York, NY 10017 06/05/2017 25 ,000.00 Media Research Center 1900 Campus Commons Drive, Suite 600, Reston , VA 20191 01/0312017 275,000.00 National legal & Policy Center 107 Park Washington Court, Falls Church , VA 22046 01/03/2017 50,000.00 National Right to Work legal Defense Fdn 8001 Braddock Road. Springfield, VA 22160 01/03/2017 100,000.00 Navy SEAL Foundation 1619 D Street. \Mginia Beach , VA 23-4-59 01/0312017 1,000.00 Network for Enlightened Women 1513 16th Street NW, Washington , D.C. 20036 01/0312017 10,000.00 North Lakeland Education Foundation P.O. Box 518, ManitOWsh Waters, WI 54545 01 /03/2017 1,000.00 Oklahoma Wesleyan University - NSIC Inst 2201 Silver Lake Road, Bartlesville , OK 7-4-006 1212212017 50 ,000.00 2 ,500.00 Pacific legal Foundation 930 G Street. Sacramento. CA 95814 01 /0312017 Peregrine Fund , The 5668 West Flying Hawk lane, Boise , ID 83709 01 /03/2017 500.00 Philanthropy Roundtable 1120 20th Street NW, Suite 550 South , Washington , D.C . 20036 01/03/2017 150,000.00 Pro Life Action league 6160 N. Cicero Avenue, Chicago, IL 60646 01/03/2017 10.000.00 Project HOOD 6620 South King Drive , Chicago, IL 60637 01/0312017 10,000.00 Real Clear Foundation 666 Dundee Road, Building 600, Northbrook, ll 60062 11/21/2017 250,000.00 Rocky Mountain Elk Foundation 5705 Grant Creek Rd .. Missoula , MT 59808 01/0312017 1,500.00 Sage Patients Advocates 12515 Semillon Bwd, San Diego, CA 92131 01/0312017 50,000.00 1,000.00 Second Amendment Foundation James Madison Building, 12500 N.E. Tenth Place, BeAevue , WA 98005 01/03/2017 Seeing Eye, The P.O. Box 375, MorristO'Ml , NJ 07963 01/0312017 1,000,00 Shedd Aquarium 1200 South Lake Shore Drive , Chicago, IL 60605 01/0312017 2,500.00 Shoreland Lutheran High School 902612th Street, P.O. Box 295 , Somers, WI 53171 0110312017 10,000 .00 Sons of Liberty P.O. Box 1126, Annandale, MN 55302 04/1012017 150,000 .00 Sons of Liberty P.O. Box 1126, Annandale, MN 55302 07/14/2017 100,000 .00 State Policy Network 1655 N. Ft Myer Drive, Suite 360, Arlington , VA 22209 01/03/2017 25,000 .00 Students for Liberty 1101 17th Street NW, Suite 810, Washington, D.C . 20036 01/0312017 4,000 .00 Teach for America 300 West Adams Street, Suite 1000, Chicago , IL 60606 01/03/2017 175,000.00 The Federalist Society 17761 St NW, Suite 300, Washington , O.C. 20006 01/03/2017 200,000 .00 The Goldwater lnstib.Jte 500 East Coronado Road, Phoenix , AZ 85004 01/03/2017 5,000.00 The Heartland Institute 3939 North Wilke Road, Arlington Heights, IL 60004 01/03/2017 50,000.00 The Heartland Institute 3939 North Wilke Road, Arlington Heights, IL 60004 09/05/2017 50 ,000.00 The Heritage Foundation 214 Massachusetts Avenue , NE, Washington, D.C. 20002 01/03/2017 100,000.00 The Jack Miller Center 3 Bala Plaza West, Suite -4-01 , Bala Cynwyd , PA 19004 01/03/2017 45 ,&46.00 The Jack Miller Center 3 Bala Plaza West, Suite 401 , Bala Cynv.yd , PA 19004 01/0312017 1,000 ,000.00 The Jack Miller Center 3 Bala Plaza West, Suite 401 , Bala Cynwyd , PA 19004 07/01/2017 45 ,&47.00 The Jack Miller Center 3 Sala Plaza West, Suite 401 , Bala Cynv.yd. PA 19004 08/01/2017 100,105.00 The Leadership Institute 1101 North Higti,and Street, Arlington, VA 22201 01/03/2017 200,000.00 The Lovett School -4-075 Paces Ferry Road. N.W ., Atlanta , GA 30327 01/03/2017 50,000 .00 The Nittany Christian School 1221 W Whitehall Road, State College , PA 16801 01/03/2017 50,000 .00 The Wetlands Initiative 53 West Jackson Boulevard, Suite 1015, Chicago, IL 6060-4- 01 /03/2017 2,500.00 Turning Point USA 217 1/2 Illinois Street, Lemont, IL 60439 01/03/2017 175,000.00 Turning Point USA 217 1/2 Illinois Street, Lemont, IL 60439 07/1 4/2017 50,000.00 United in Purpose Education 2995 Woodside Road, Suite -4-00A, Woodside , CA 94062 02116/2017 250,000.00 Washington legal Foundation 2009 Massachusetts Avenue , N.W ., Washington , D.C. 20036 01/03/2017 10,000.00 YMCA of Metropolitan Chi cago 1030 W. Van Buren Street. Chicago, IL 60607 01/0312017 1,000.00 13,269,988.00 ED UIHLEIN FAMILY FOUNDATION Form 990-PF (2017) I Part XVI-A I 20-5723621 Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated. 1 Program service revenue: Unrelated business income (a) Business code Excluded by section 512 , 513, or 514 (cl Exe u- (b) Amount sion code (e) Related or exempt function income (d) Amount a N/A b c d e f g Fees and contracts from government agencies .... 2 Membership dues and assessments ... ........... ...... 3 Interest on savings and temporary cash investments .. ...... ... ·· ······························· .... ... .... 4 Dividends and interest from securities ·········· •·· ··· ······ 5 Net rental income or (loss) from real estate: a Debt-financed property ........... ..... ..... ·· ·· ·•· ·· ···· b Not debt-financed property _ .. ··· ··· ··· ··· 6 Net rental income or (loss) from personal property ... ........ ..... .. .... .. ··-········· · ····· · ··· ··· · · 7 Other investment income - ·-· ..... ················ · ..... ... 8 Gain or (loss) from sales of assets other than inventory ___ ·························· ··· · .. ... ... 9 Net income or (loss) from special events .. ..... .. ..... ... 10 Gross profit or (loss) from sales of inventory ...... .. ... 11 Other revenue: a b 14 147,293. 14 133. 18 <5,666.> c d e 12 Subtotal. Add columns (b), (d), and (e) .... . . ... ... ... 13 Total. Add line 12, co lu mns (b), (d), and (e) .. . (See worksheet in line 13 instructions to verify calculations.} I Part XVl-8 I 0. 141,760. 13 0. 141,760. ~~~~~~...._~~ Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part '>NI-A contributed importantly to the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). Line No. T N/A 123s21 01-0J-1a Form 990-PF (2017) Form990-PF 2017 Part XVII ED UIHLEIN FAMILY FOUNDATION 20-5723621 Page 13 Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations Yes No Did the organization directly or indirectly engage in any of the following with any other organization described in section 501 (c) (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash . (2) Other assets b Other transactions: (1) Sales of assets to a noncharitable exempt organization (2) Purchases of assets from a noncharitable exempt organization ,--·11- - ,1al1\ 1al21 x x ,-- x_ x_ ,_1_b_11___ 1 ____ ,..1~b_12___ 1 ____ (3) Rental of facilities, equipment, or other assets .. t-1~b~(.3""'+-l--+-_X_ (4) Reimbursement arrangements . ... .... .... .. ... .... . t-1=b~l4""'+-l--+-_X_ (5) Loans or loan guarantees t-1=b...al5""'+-l--+-_X_ (6) Performance of services or membership or fundraising solicitations t-1=b...al'6""'+-l--+-_X_ c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ""'--'1""'c_.__.......__X_ d If the answer to any of the above is ''Yes," complete the fo llowing schedule. Colu mn (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received. (&) Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) D esaiption of tra nsfers, transactions, and sharing arrangements N/A 2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) (other than section 501(c)(3)) or in section 527? b If ''Yes " comolete the followina schedule. (a) Name of organization (b) Type of organization D Yes [XJ No (c) Description of relationship N/A Under penalties of perj.Jry, I declare that I have _examined this return, includ ing accompanying schedules and statem ents, and to the best of m y knowledge Sign Here • • ::~;,::~ and be lief, it is true, correct, and com plete. D eclaration of preparer (other than taxpayer) is based on all infamation of which preparer has any knowledge. Signature of officer or trustee PrinVType preparer's name I Prer (--r--. J Paid REBECCA HARTZ EL Preparer Firm's name ~ DELOITTE TAX'" ~h~ Use Only Firm's address ~ Title Date Date [XJ D if Check self- employed 5/9/18 l 0 555 EAST WELL~, STREET , SUITE 1400 MILWAUKEE, WI 53202 May the IRS discuss this return with the preparer shown below? See instr . Firm's EIN ~ Phone no. Yes 0 No PTIN P00419157 86-10 6 577 2 414-271-3000 Form 990-PF (201 7) 723622 0 1-03-18 • Schedule B Schedule of Contributors (Form 990, 990-EZ, or 990-PF) • II OMB No. 1545-0047 ..... Attach to Form 990, Form 990-EZ, or Form 990-PF. ..... Go to www.irs.gov/Form990 for the latest information. Department of the Treasury Internal Revenue Service a Name of the organization 2017 Employer identification number ED UIHLEIN FAMILY FOUNDATION 20-5723621 Organization type (check one): Filers of: Section: Form 990 or 990·EZ D 501(cH D 4947(a)(1) nonexempt charitable trust not treated as a private foundation D 527 political organization [XJ 501 (c)(3) exempt private foundation D 4947(a)(1) nonexempt charitable trust treated as a private foundation D 501 (c)(3) taxable private foundation Form 990-PF ) (enter number) organization Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule [XJ For an organization filing Form 990, 990-EZ, or 990-PF that received , during the year, contributions totaling $5,000 or more ~n money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules D For an organization described in section 501 (c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1 )(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2"A, of the amount on (i) Form 990, Part VIII , line 1h; or ~Q Form 990·EZ, line 1. Complete Parts I and II. D For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990·EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and Ill. D For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked , enter here the total contributions that were received during the year for an exclusively religious , charitable, etc., purpose. Don 't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ..... $ - - - - - - - - - Caution: An organization that isn 't covered by the General Rule and/or the Special Rules doesn 't file Schedule B (Form 990, 990·EZ, or 990·PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990·EZ or on its Form 990·PF, Part I, line 2, to certify that it doesn 't meet the filing requirements of Schedule B (Form 990, 990·EZ, or 990·PF). LHA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. 72345 1 11·0 1·17 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) . . .. Schedule B (Form 990, 990-EZ, or 990-PF) (201 7) Page Name of organization ED UIHLEIN FAMILY FOUNDATION Part I 20-5723621 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed . (al No. 1 --- 2 Employer identification number (bl Name, address, and ZIP + 4 (cl Total contributions RICHARD UIHLEIN 736 N WESTERN AVE #339 $ 1,552,000. Person Payroll Non cash IX] D D (Complete Part II for noncash contri butions.) LAKE FOREST, IL 60045 (al No. (di Type of contribution (bl Name, address, and ZIP + 4 (c) Total contributions --- (d) Type of contribution Person Payroll Non cash $ D D D (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash --$ D D D (Complete Part II for noncash contributions.) (al No. (bl Name, address, and ZIP + 4 (cl Total contributions (d) Type of contribution Person Payroll Non cash --$ D D D (Complete Part II for noncash contributions.) (al No. (c) Total contributions (bl Name, address, and ZIP+ 4 (di Type of contribution Person Payroll Non cash --$ D D D (Complete Part II for noncash contributions.) (a) No. (c) Total contributions (b) Name, address, and ZIP+ 4 --$ (d) Type of contribution Person Payroll Noncash D D D (Complete Part II for noncash cont ributions.) 723452 11-0 1- 17 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) .. .. Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page Name of organization ED UIHLEIN FAMILY FOUNDATION Part II (a) No. from Part I 3 Employer identification number Noncash Property 20-5723621 (see instructions). Use duplicate copies of Part II if additional space is needed . (bl Description of noncash property given (c) FMV (or estimate) (See instructions.) (d) Date received (c) FMV (or estimate) (See instructions.) (d) Date received (c) FMV (or estimate) (See instructions.) (d) Date received (c) FMV (or estimate) (See instructions.) (d) Date received (c) FMV (or estimate) (See instructions.) (d) Date received (c) FMV (or estimate) (See instructions.) (d) Date received --$ (a) No. from Part I (bl Description of noncash property given --$ (a) No. from Part I (bl Description of noncash property given --$ (a) No. from Part I (b) Description of noncash property given --$ (a) No. from Part I (bl Description of noncash property given --$ (a) No. from Part I (bl Description of noncash property given --$ 723453 11-01-11 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) •• Schedule B {Form 990, 990-EZ, or 990-PF) (2017) Page4 Name of organization Employer identification number FAMILY FOUNDATION 20-5723621 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than 1,000 for the year from any one contributor. Complete columns (a) through (e) and the fo llowing line entry. For organizations completing Part Ill, enter the tota l of exclusively religious, charitable, etc., contributions of $1 ,000 °' less fOf' the year. (Enter this info. once.) ~ $_ _ _ _ _ _ _ _ _ __ Use duolicate cooies of Part Ill if additional space is needed. (al No. from Part I {b) Purpose of gift (c) Use of gift (dl Description of how gift is held --(e) Transfer of gift Transferee' s name address and ZIP + 4 (a)No. from Part I (bl Purpose of gift Relationship of transferor to transferee (cl Use of gift (dl Description of how gift is held --(el Transfer of gift Transferee's name address and ZIP + 4 (al No. from Part I --- (bl Purpose of gift Relationship of transferor to transferee (c) Use of gift {d) Description of how gift is held (e) Transfer of gift Transferee's name address and ZIP + 4 (al No. from Part I {b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (di Description of how gift is held --(e) Transfer of gift Transferee' s name address and ZIP + 4 723454 11-01-17 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2017) • 2220 Form ' . Underpayment of Estimated Tax by Corporations FORM 9 9 0- PF ..... Attach to the corporation 's tax return. Department of the Treast1y Interna l Revenue Service OMS No. 1545-0123 2017 Go to www.irs. ov/Form2220 for instructions and the latest information . Name Employer identification number ED UIHLEIN FAMILY FOUNDATION 20-5723621 Note: Generally, the corporation isn 't required to file Form 2220 (see Part II below for exceptions) because the IRS will figu re any penalty owed and bill the corporation . However, the corporation may still use Form 2220 to figure the penalty. If so, enter the amount from page 2, line 38 on the estimated tax penalty line of the corporation's income tax return , but do not attach Form 2220. Part I Re uired Annual Pa ment 1,104. 1 Total tax (see instructions) .. .... ... ...... . 2 a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 1 .. b Look-back interest included on line 1 under section 460(b)(2) for completed long-term 2a contracts or section 167(g) for depreciation under the income forecast method 2b c Credit for federal tax paid on fuels (see instructions) 2c d Total. Add lines 2a through 2c 2d 3 Subtract line 2d from line 1. If the resu lt is less than $500, do not comp lete or file this form. The corporation doesn't owe the penalty .. ......... ... .... .. ... ..... .. .. ........ . 4 Enter the tax shown on the corporation's 2016 income tax return. See instructions. Caution: If the tax is zero or the tax year was for less than 12 months, skip th is line and enter the amount from line 3 on line 5 3 1 , 104. 4 985. 5 Required annual payment. Enter the smaller of line 3 or line 4. If the corporation is required to skip line 4, enter the amount from line 3 5 Part II Reasons for Filing - Check the boxes below that apply. If any boxes are checked, the corporation must file Form 2220 even if it doesn't owe a penalty. See instructions. 6 7 8 D D n 985. The corporation is using the adjusted seasonal installment method. The corporation is using the annualized income installment method. The corooration is a "larae corooration" fiaurina its first reauired installment based on the orior vear's tax. I Part Ill I Figuring the Underpayment 9 Installment due dates. Enter in columns (a) through (d) the 15th day of the 4th (Form 990-PF filers: Use 5th month), 6th, 9th, and 12th months of the corporation's tax year .......... .... ...................... . ... ... 9 (al (bl (cl ldl 05/15/17 06/15/17 09/15/17 12/15/17 10 Required installments. If the box on line 6 and/or line 7 above is checked, enter the amounts from Sch A, line 38. If the box on line 8 (but not 6 or 7) is checked, see instructions 11 for the amounts to enter. If none of these boxes are checked, enter 25% (0.25) of line 5 above in each column ... ..... .. 10 Estimated tax paid or credited for each period. For column (a) only, enter the amount from line 11 on line 15. See instructions .. .............. .... ... ... ...... ... . ..... ..... ..... Complete lines 12 through 18 of one column before going to the next column. 12 Enter amount, if any, from line 18 of the preceding co lumn 13 Add lines 11 and 12 ....... .. ................... ... ···-·· · ·· · -· 14 Add amounts on lines 16 and 17 of the preceding column 15 Subtract line 14 from line 13. If zero or less, enter -016 If the amount on line 15 is zero, subtract line 13 from line 14. Otherwise, enter -0- ....... -·-···················· ··· ······· 17 Underpayment. If line 15 is less than or equal to line 10, subtract line 15 from line 10. Then go to line 12 of the next co lumn. Otherwise, go to line 18 ........ ....... . . ..... ..... .... 18 Overpayment. If line 10 is less than line 15, subtract line 10 from line 15. Then ao to line 12 of the next column 11 12 13 14 15 16 246. 247. 246. 246. 754. 754. 507. 507. 261. 261. 754. 507. 261. o. 0. 1,000. 1,000. ' 17 754. 507. 18 Go to Part IV on page 2 to figure the penalty. Do not go to Part IV if there are no entries on line 17 - no penalty is owed. LHA For Paperwork Reduction Act Notice, see separate instructions. 7 12801 02-07-1 8 261. Form 2220 (2017) .. • FORM 990-PF Form 2220 (2017) ED UIHLEIN FAMILY FOUNDATION . . 20-5723621 Page 2 I Part IV I Figuring the Penalty l bl la\ 19 Enter the date of payment or the 15th day of the 4th month after the close of the tax year, whichever is earlier. (C Corporations with tax years ending June 30 and S corporations: Use 3rd month instead of 4th month. Form 990-PF and Form 990-T filers: Use 5th month instead of 4th month.) See instructions ........ ... .... ..... ... 20 Number of days from due date of installment on line 9 to the date shown on line 19 ............. . ..................... . ....... .. .. le\ Id\ 19 20 21 Numb9' of days on line 20 aft9' 4/ 15/2017 and before 7/ 1/ 2017 21 22 Underpayment on line 17 x Number of days on line 2 1 x 4% (0.04) 365 22 23 ~ ~ ~ $ Number of days on line 20 after 06/30/2017 and before 10/ 1/ 2017 23 24 Un derpayment on line 17 x Number of days on line 23 x 4% (0.04) 365 24 $ $ $ $ 25 Number of days on line 20 after 9/ 30/2017 and before 1/1/ 2018 25 26 Underpayment on line 17 x Numb er of days on line 25 x 4% (0.04) 26 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 365 27 Number of days on line 20 after 12/3 1/ 2017 and before 4/ 1/2018 27 28 Underpayment on line 17 x Number of days on line 27 x 4% (0.04) 365 28 $ 29 Number of days on line 20 after 3/31/ 2018 an d before 7/ 1/ 2018 29 30 Underpayment on line 17 x Number of days on line 29 x "% 365 31 Number of days on line 20 after 6/30/ 2018 and before 10/1/ 2018 31 32 Underpayment on line 17 x Number of days on line 31 x "% 365 32 $ 33 Numb9' of days on line 20 eft9' 9/ 30/20 18 and before 1/ 1/ 2019 34 Underpayment on line 17 x Numb er of days on line 33 x •% 365 35 Numb9' of days on line 20 aft9' 12/31/2018 and b efore 3/16/ 2019 35 36 Underpayment on line 17 x Number of days on line 35 x "% 365 36 $ $ $ $ 37 Add lines 22, 24, 26, 28, 30, 32 , 34, and 36 37 $ $ $ $ .... • ... . •... . • .... .... 30 $ 33 ...... .... .... 34 $ 38 Penalty. Add columns (a) through (d) of line 37. Enter the total here and on Form 1120, line 33; or the comparable line for other income tax returns ...... . * Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter. These rates are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin. To obtain this information on the Internet, access the IRS website at www.irs.gov. You can also call 1-800-829-4933 to get interest rate information. 38 $ o. Form 2220 (201 7) 712802 02-07-18 ' .. . ED UIHLEIN FAMILY FOUNDATION FORM 990-PF STATEMENT 1 GAIN OR (LOSS) FROM SALE OF ASSETS (A) DESCRIPTION OF PROPERTY MANNER ACQUIRED (D) EXPENSE OF SALE ( c) COST OR OTHER BASIS o. 20. DEPREC. GAIN OR LOSS o. ( c) COST OR OTHER BASIS 184,575. PURCHASED ( D) EXPENSE OF SALE ( c) COST OR OTHER BASIS 200. 200. VARIOUS DEPREC. GAIN OR LOSS 0. <11,828.> DATE ACQUIRED VARIOUS DEPREC. GAIN OR LOSS 0. 0. 0. DATE ACQUIRED DETAIL AVAILABLE IN TAXPAYER'S FILES DONATED VARIOUS 14,205. ( c) 8,063. CAPITAL GAINS DIVIDENDS FROM PART IV TOTAL TO FORM 990-PF, PART I, LINE 6A ( D) EXPENSE OF SALE 0. ' 12/31/17 ( F) MANNER ACQUIRED VALUE AT TIME OF ACQ. DATE SOLD ( E) (A) DESCRIPTION OF PROPERTY (B) GROSS SALES PRICE 12/31/17 ( F) PURCHASED ( D) EXPENSE OF SALE DATE SOLD ( E) MANNER ACQUIRED DETAIL AVAILABLE IN TAXPAYER'S FILES 20. DATE ACQUIRED 0. (A) DESCRIPTION OF PROPERTY (B) GROSS SALES PRICE ( F) MANNER ACQUIRED DETAIL AVAILABLE IN TAXPAYER'S FILES 172,747. DATE SOLD ( E) 0. (A) DESCRIPTION OF PROPERTY ( B) GROSS SALES PRICE DATE ACQUIRED PURCHASED CAPITAL GAIN DISTRIBUTIONS (B) GROSS SALES PRICE 20-5723621 DATE SOLD 12/31/17 ( E) ( F) DEPREC. GAIN OR LOSS o. 6,142. 0. <5,666.> STATEMENT(S) 1 • . . •• ED UIHLEIN FAMILY FOUNDATION FORM 990-PF 20-5723621 DIVIDENDS AND INTEREST FROM SECURITIES SOURCE GROSS AMOUNT NORTHERN TRUST 147,293. TO PART I, LINE 4 147,293. CAPITAL GAINS DIVIDENDS o. o. (A) REVENUE PER BOOKS STATEMENT 2 (B) NET INVESTMENT INCOME 147,293. 147,293. 147,293. 147,293. ( c) ADJUSTED NET INCOME STATEMENT(S) 2 • < • ED UIHLEIN FAMILY FOUNDATION FORM 990-PF OTHER INCOME DESCRIPTION .. 20-5723621 STATEMENT 3 (A) REVENUE PER BOOKS ( B) NET INVESTMENT INCOME NORTHERN TRUST - OTHER INCOME 133. 133. TOTAL TO FORM 990-PF, PART I, LINE 11 133. 133. ( C) ADJUSTED NET INCOME STATEMENT(S) 3 • ' ED UIHLEIN FAMILY FOUNDATION FORM 990-PF DESCRIPTION . • 20-5723621 STATEMENT 4 ACCOUNTING FEES ( c) (A) ( B) EXPENSES PER BOOKS NET INVESTMENT INCOME ADJUSTED NET INCOME (D) CHARITABLE PURPOSES I ACCOUNTING FEES 4,946. 0. 4,946. TO FORM 990-PF, PG 1, LN 16B 4,946. 0. 4,946. STATEMENT(S) 4 ( . ., .... ..), ED UIHLEIN FAMILY FOUNDATION FORM 990-PF DESCRIPTION TAXES (A) EXPENSES PER BOOKS • 20-5723621 STATEMENT 5 (B) NET INVESTMENT INCOME ( c) ADJUSTED NET INCOME (D) CHARITABLE PURPOSES FEDERAL BALANCE DUE AND ESTIMATED TAXES PAID FOREIGN TAXES PAID 385. 1,974. 0. 1,974. 0. 0. TO FORM 990-PF, PG l, LN 18 2,359. 1,974. 0. STATEMENT(S) 5 .. ED UIHLEIN FAMILY FOUNDATION FORM 990-PF DESCRIPTION 20-5723621 OTHER EXPENSES (A) EXPENSES PER BOOKS ( B) NET INVESTMENT INCOME STATEMENT 6 ( c) ADJUSTED NET INCOME (D) CHARITABLE PURPOSES FILING FEES INVESTMENT FEES OFFICE SUPPLIES INVESTMENT EXPENSES 25. 36,903. 1,494. 6. 0. 36,903. 0. 6. 25. 0. 1,494. 0. TO FORM 990-PF, PG l, LN 23 38,428. 36,909. 1,519. STATEMENT(S) 6 - • • ED UIHLEIN FAMILY FOUNDATION FORM 990-PF .. CORPORATE STOCK DESCRIPTION • 20-5723621 STATEMENT 7 BOOK VALUE FAIR MARKET VALUE DETAIL AVAILABLE IN TAXPAYER'S FILE 4,519,500. 6,530,164. TOTAL TO FORM 990-PF, PART II, LINE lOB 4,519,500. 6,530,164. STATEMENT{$} 7 • ... .. 20-5723621 ED UIHLEIN FAMILY FOUNDATION FORM 990-PF OTHER ASSETS DESCRIPTION BEGINNING OF YR BOOK VALUE STATEMENT 8 END OF YEAR BOOK VALUE FAIR MARKET VALUE DYE PRESERVE MEMBERSHIP DEPOSIT 120,000. 120,000. 1. TO FORM 990-PF, PART II, LINE 15 120,000. 120,000. 1. STATEMENT(S) 8 .. ED UIHLEIN FAMILY FOUNDATION FORM 990-PF STATEMENT CONCERNING LIQUIDATION, PART VII-A, LINE 5 TERMINATION, ETC. - 20-5723621 STATEMENT 9 EXPLANATION THIS STATEMENT IS SUBMITTED TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS DURING THE YEAR. THE DISTRIBUTIONS RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.6043-3(A)(l) AND THE FORM 990-PF INSTRUCTIONS: DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2017, THE FOUNDATION MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $11,621,961. THIS AMOUNT REPRESENTS OVER 25% OF THE FOUNDATION'S NET ASSETS OF $18,145,764 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2017. ALTHOUGH THE FOUNDATION TECHNICALLY EXPERIENCED A SUBSTANTIAL CONTRACTION, IT WILL CONTINUE IN EXISTENCE AND HAS NO PLANS FOR DISSOLUTION. THE SUBSTANTIAL CONTRACTION WAS SOLELY DUE TO THE TIMING OF CONTRIBUTIONS TO THE FOUNDATION. THE FOUNDATION IS TYPICALLY FUNDED IN DECEMBER EVERY YEAR. HOWEVER, CONTRIBUTIONS TO THE FOUNDATION WERE DELAYED UNTIL JANUARY 2018. THE FOUNDATION MADE DISTRIBUTIONS OF CASH TO THE GRANTEES LISTED IN THE ATTACHMENT TO PART XV, LINE 3A; EACH SUCH GRANT WAS MADE SOLELY FOR THE CHARITABLE PURPOSE SPECIFIED THEREIN. STATEMENT(S) 9