Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE CODE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)156 N JEFFERSON NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60661
A Employer identification number

36-4159492
B Telephone number (see instructions)

(312) 642-0006
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,681,965
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,175,156
2 Check bullet.............
3 Interest on savings and temporary cash investments 57,104 52,282  
4 Dividends and interest from securities... 231,342 231,342  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,130,091
b Gross sales price for all assets on line 6a 9,962,703
7 Capital gain net income (from Part IV, line 2)... 2,321,142
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 671,650 -138,653 0
12 Total. Add lines 1 through 11........ 4,265,343 2,466,113 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 13,850 6,925 0 6,925
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 77,229 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,864 0 0 15,864
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 59,848 55,544 0 4,304
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,791 62,469 0 27,093
25 Contributions, gifts, grants paid....... 3,627,143 3,627,143
26 Total expenses and disbursements. Add lines 24 and 25 3,793,934 62,469 0 3,654,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 471,409
b Net investment income (if negative, enter -0-) 2,403,644
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,547,075 960,815 960,815
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet1,636,640
Less: allowance for doubtful accounts bullet   1,236,640 1,636,640 1,636,640
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,578,724 Click to see attachment5,804,736 4,816,961
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment16,285,934 Click to see attachment21,717,591 Click to see attachment22,267,549
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,648,373 30,119,782 29,681,965
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 29,648,373 30,119,782
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 29,648,373 30,119,782
31 Total liabilities and net assets/fund balances (see instructions). 29,648,373 30,119,782
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,648,373
2
Enter amount from Part I, line 27a .....................
2
471,409
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
30,119,782
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
30,119,782
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a K-1S P    
b SEE ATTACHED STATEMENT D 2017-01-01 2018-12-31
c SEE ATTACHED STATEMENT P 2017-01-01 2018-12-31
d SEE ATTACHED STATEMENT P 2018-01-01 2018-12-31
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 971,083   31,923 939,160
b 1,511,457   396,725 1,114,732
c 2,510,954   2,252,350 258,604
d 4,969,209   4,960,563 8,646
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       939,160
b       1,114,732
c       258,604
d       8,646
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,321,142
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) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 947,806
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 3,026,728 20,850,582 0.145163
2016 4,194,199 21,806,645 0.192336
2015 3,421,353 21,358,495 0.160187
2014 2,989,234 21,653,338 0.138050
2013 4,206,195 18,636,401 0.225698
2
Total of line 1, column (d) .....................
2
0.861434
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.172287
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
30,711,012
5
Multiply line 4 by line 3......................
5
5,291,108
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
24,036
7
Add lines 5 and 6........................
7
5,315,144
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,054,236
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 48,073
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,073
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,073
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 49,954
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,954
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 41,881
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet41,881 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation 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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation 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
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANDREW W CODE Telephone no.bullet (312) 662-5486

    Located atbullet156 N JEFFERSON SUITE 300CHICAGOIL ZIP+4bullet60661
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (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 facilities 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 foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    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 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    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 statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result 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 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    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 jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations 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? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANDREW W CODE PRESIDENT
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    SUSAN K CODE SECRETARY
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    PAIGE P WALSH VICE PRESIDENT
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    KEVIN CODE DIRECTOR
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    BLAKE THOELE TREASURER
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    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. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 ASSOCIATION FOR A MORE JUST SOCIETY - LOW INTEREST LOAN 200,000
    2 SUNSHINE - LOW INTEREST LOAN 200,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet400,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    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
    8,021,835
    b
    Average of monthly cash balances.......................
    1b
    889,309
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,267,548
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,178,692
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    31,178,692
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    467,680
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,711,012
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,535,551
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,535,551
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    48,073
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    6,505
    c
    Add lines 2a and 2b............................
    2c
    54,578
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,480,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,480,973
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,480,973
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,654,236
    b
    Program-related investments—total from Part IX-B..................
    1b
    400,000
    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
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,054,236
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,054,236
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,480,973
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 3,345,201
    b From 2014...... 1,872,801
    c From 2015...... 2,365,152
    d From 2016...... 2,852,977
    e From 2017...... 2,067,418
    fTotal of lines 3a through e........ 12,503,549
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,054,236
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 1,480,973
    e Remaining amount distributed out of corpus 2,573,263
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 15,076,812
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    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) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    3,345,201
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    11,731,611
    10 Analysis of line 9:
    a Excess from 2014.... 1,872,801
    b Excess from 2015.... 2,365,152
    c Excess from 2016.... 2,852,977
    d Excess from 2017.... 2,067,418
    e Excess from 2018.... 2,573,263
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 ......          
    (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,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation 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).)
    ANDREW W CODE
    SUSAN K CODE
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANDREW W CODE
    30 SOUTH WACKER DRIVE SUITE 1600
    CHICAGO,IL60606
    (312) 876-3945
    bThe form in which applications should be submitted and information and materials they should include:
    RECIPIENT NAME AND ADDRESS, TAX-EXEMPT STATUS, AND AMOUNT REQUESTED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABUNDANT LIFE REVIVAL MINISTRIES
    5504 S MADISON STREET
    HINSDALE,IL60521
    NONE PC UNRESTRICTED 325,418
    ALL GOD'S CHILDREN FOUNDATION
    PO BOX 5909
    VILLA PARK,IL60181
    NONE PC UNRESTRICTED 62,000
    ALPHA USA
    2275 HALF DAY ROAD SUITE 185
    BANNOCKBURN,IL60015
    NONE PC UNRESTRICTED 10,000
    BASKETBALL CLUB INTERNATIONAL
    2524 CASCADE LANE
    IOWA CITY,IA52246
    NONE PC UNRESTRICTED 10,000
    BREAKTHROUGH URBAN MINISTRIES
    PO BOX 47200
    CHICAGO,IL60647
    NONE PC UNRESTRICTED 100,000
    BY THE HAND CLUB FOR KIDS
    PO BOX 10043
    CHICAGO,IL60610
    NONE PC UNRESTRICTED 250,000
    CAMPUS CRUSADE FOR CHRIST
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    NONE PC UNRESTRICTED 6,000
    CATALYST SCHOOLS
    5608 WEST WASHINGTON BLVD
    CHICAGO,IL60604
    NONE PC UNRESTRICTED 200,000
    CHICAGO FELLOWSHIP
    PO BOX 7212
    CHICAGO,IL606807212
    NONE PC UNRESTRICTED 20,000
    CHOSEN PEOPLE MINISTRIES
    241 E 51ST STREET
    NEW YORK,NY10022
    NONE PC UNRESTRICTED 5,000
    CHRISTIAN LIFE MINISTRIES
    3821 LONG PRARIE ROAD SUITE 200
    FLOWER MOUND,TX75028
    NONE PC UNRESTRICTED 900,000
    CIRCLE URBAN MINISTRIES
    118 NORTH CENTRAL AVE
    CHICAGO,IL60644
    NONE PC UNRESTRICTED 50,000
    CITIZEN SCHOOLS
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210
    NONE PC UNRESTRICTED 5,000
    CITY YEAR
    36 S WABASH AVE 1300
    CHICAGO,IL60603
    NONE PC UNRESTRICTED 10,000
    CURE INTERNATIONAL
    C/O DR SCOTT HARRISON 701 BOSLER
    AVENUE
    LEMOYNE,PA17043
    NONE PC UNRESTRICTED 80,000
    DARE 2 SHARE MINISTRIES
    PO BOX 745323
    ARVADA,CO80006
    NONE PC UNRESTRICTED 20,000
    DOWN SYNDROME RESEARCH & TREATMENT FDN
    225 CEDAR HILL STREET SUITE 200
    MARLBOROUGH,MA01752
    NONE PC UNRESTRICTED 5,000
    EL SHADDAI MINISTRIES INTERNATIONAL
    C/O THE KEYES COMPANY 2121 SW 3RD
    AVE SUITE 601
    MIAMI,FL33129
    NONE PC UNRESTRICTED 475,000
    ENTRENUITY
    1550 S STATE STREET SUITE 101
    CHICAGO,IL60605
    NONE PC UNRESTRICTED 10,000
    ESPERANZA INTERNATIONAL FOUNDATION
    13219 NE 20TH ST
    BELLEVUE,WA98005
    NONE PC UNRESTRICTED 20,000
    FAITH INC
    ATTN REVEREND CRAWFORD 5840 W
    CHICAGO AVE 2ND FL
    CHICAGO,IL60651
    NONE PC UNRESTRICTED 5,000
    FIRST PRESBYTERIAN CHURCH OF LAKE FOREST
    700 SHERIDAN RD
    LAKE FOREST,IL60045
    NONE PC UNRESTRICTED 5,000
    GAP COMMUNITY CENTER
    C/O JOHN JZAYAS 2100 NORTH KILDARE
    CHICAGO,IL60639
    NONE PC UNRESTRICTED 50,000
    GLOBAL MEDIA OUTREACH
    7160 DALLAS PARKWAY SUITE 200
    PLANO,TX75024
    NONE PC UNRESTRICTED 20,000
    GOLDEN APPLE FOUNDATION
    8 S MICHIGAN AVE 700
    CHICAGO,IL60603
    NONE PC UNRESTRICTED 10,000
    GRIP OUTREACH FOR YOUTH
    PO BOX 10310
    CHICAGO,IL60610
    NONE PC UNRESTRICTED 25,000
    HELPING HANDS MINISTRIES
    PO BOX 337
    TALLULAH FALLS,GA30573
    NONE PC UNRESTRICTED 20,000
    HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS
    C/O HOLOCAUST MUSEUM EDUCATION
    CENTER
    SKOKIE,IL60077
    NONE PC UNRESTRICTED 1,000
    HOLY FAMILY SCHOOL
    C/O DR SUSAN WORK 550 FRONTAGE ROAD
    2820
    NORTHFIELD,IL60093
    NONE PC UNRESTRICTED 5,000
    HUMAN TRAFFICKING INSTITUTE
    2701 PROSPERITY AVE SUITE 405
    FAIRFAX,VA22031
    NONE PC UNRESTRICTED 10,000
    IHOP-KC SUPPORT
    3535 EAST RED BRIDGE ROAD
    KANSAS CITY,MO64137
    NONE PC UNRESTRICTED 7,500
    IHOPE
    1770 E VALLEY PARKWAY 300065
    ESCONDIDO,CA92030
    NONE PC UNRESTRICTED 1,250
    INNER CITY IMPACT
    3327 W FULLERTON AVENUE
    CHICAGO,IL60647
    NONE PC UNRESTRICTED 10,000
    INTERNATIONAL JUSTICE MISSION
    PO BOX 58147
    WASHINGTON,DC20037
    NONE PC UNRESTRICTED 20,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    635 SCIENCE DR
    MADISON,WI537111099
    NONE PC UNRESTRICTED 20,000
    JW RILEY MEMORIAL-DBA RILEY CHILDREN'S FN
    30 S MERIDIAN ST 200
    INDIANAPOLIS,IN46204
    NONE PC UNRESTRICTED 1,000
    KANAKUK MINISTRIES
    1353 LAKE SHORE DRIVE
    BRANSON,MO65616
    NONE PC UNRESTRICTED 20,000
    KIDS ACROSS AMERICA
    1429 LAKESHORE DRIVE
    BRANSON,MO65616
    NONE PC UNRESTRICTED 20,000
    LIFE CHOICE CRISIS PREGNANCY CENTER
    130 S 4TH ST
    CLARKSBURG,WV26301
    NONE PC UNRESTRICTED 10,000
    LYDIA HOME ASSOCIATION
    4300 W IRVING PARK ROAD
    CHICAGO,IL60641
    NONE PC UNRESTRICTED 40,000
    MISERICORDIA WOMEN'S LEAGUE
    6300 N RIDGE AVENUE
    CHICAGO,IL60660
    NONE PC UNRESTRICTED 2,500
    MOODY
    820 N LASALLE ST
    CHICAGO,IL60610
    NONE PC UNRESTRICTED 5,000
    MOUNT SAINT JOSEPH
    827 HARLEN AVENUE
    GLENVIEW,IL600254253
    NONE PC UNRESTRICTED 1,000
    OPPORTUNITY INTERNATIONAL
    500 WEST VAN BUREN SUITE 200
    CHICAGO,IL60607
    NONE PC UNRESTRICTED 100,000
    PARK ASSEMBLY OF GOD
    ATTN TINA FINLEY 1615 TEXAS AVENUE
    SOUTH
    ST LOUIS PARK,MN55426
    NONE PC UNRESTRICTED 1,250
    PARK COMMUNITY CHURCH
    1001 N CROSBY ST
    CHICAGO,IL60610
    NONE PC UNRESTRICTED 500
    PRIORITY ASSOCIATES
    100 LAKE HART DRIVE
    ORLANDO,FL32832
    NONE PC UNRESTRICTED 5,000
    ROTARY CLUB OF MANDEVILLE
    7020 HWY 190 WEST
    COVINGTON,LA70433
    NONE PC UNRESTRICTED 10,000
    SECOND FIDDLE MINISTRIES
    654 MYRTLE AVENUE
    HOLLAND,MI49423
    NONE PC UNRESTRICTED 1,750
    SERVANTWORKS
    PO BOX 4918
    WHEATON,IL601894918
    NONE PC UNRESTRICTED 25,000
    SERGE GLOBAL
    101 WEST AVE SUITE 305
    JENKINTOWN,PA190462039
    NONE PC UNRESTRICTED 10,000
    SOUL CITY CHURCH
    1130 WEST ADAMS STREET
    CHICAGO,IL60607
    NONE PC UNRESTRICTED 50,000
    SPECIAL CHILDREN'S CHARITIES
    2 E 8TH ST
    CHICAGO,IL60605
    NONE PC UNRESTRICTED 1,000
    SUNSHINE GOSPEL MINISTRIES
    PO BOX 377939
    CHICAGO,IL60637
    NONE PC UNRESTRICTED 50,000
    TOGETHER CHICAGO-NCF
    415 W GOLF ROAD SUITE 19
    ARLINGTON HEIGHTS,IL60005
    NONE PC UNRESTRICTED 25,000
    UNICEF
    500 NORTH MICHIGAN AVE STE 1000
    CHICAGO,IL60611
    NONE PC UNRESTRICTED 2,500
    UNIVERSITY OF IOWA FOUNDATION
    ATTN DAVE DIERKS ONE WEST PARK ROAD
    IOWA CITY,IA52444
    NONE PC UNRESTRICTED 226,725
    YOUNG LIFE
    ATTN LORI WENNERSTROM PO BOX 520
    COLORADO SPRINGS,CO80901
    NONE PC UNRESTRICTED 150,000
    YOUNG LIFE - NORTHWEST CHICAGO
    2958 N DAMEN AVE
    CHICAGO,IL60618
    NONE PC UNRESTRICTED 10,000
    YOUNG MEN'S EDUCATIONAL NETWORK
    1241 S PULASKI RD
    CHICAGO,IL60623
    NONE PC UNRESTRICTED 20,000
    KBC MINISTRIES
    3303 OAKWELL COURT ST 200
    SAN ANTONIO,TX78218
    NONE PC UNRESTRICTED 750
    WELLNESS HOUSE
    ATTN DAVE DIERKS ONE WEST PARK ROAD
    IOWA CITY,IA60521
    NONE PC UNRESTRICTED 20,000
    INTERNATIONAL TEAMS
    4560 ALVARADO CANYON RD SUITE 1H
    SAN DIEGO,CA92120
    NONE PC UNRESTRICTED 45,000
    Total .................................bullet 3a 3,627,143
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 57,104  
    4 Dividends and interest from securities....     14 231,342  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 722,868  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,130,091  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNET INCOME FROM PASS-THROUGH ENTITIES
    525990 -51,218      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -51,218 2,141,405 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,090,187
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (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.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    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," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    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 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE CODE FAMILY FOUNDATION
     
    Employer identification number
    36-4159492
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ANDREW W SUSAN K CODE  
    1962 GULF SHORE BOULEVARD
     
    NAPLES, FL34102

    $ 2,025,375


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ANDREW W SUSAN K CODE  
    1962 GULF SHORE BOULEVARD
     
    NAPLES, FL34102

    $ 15,864


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    DAVID CODE  
    1050 N WOOD STREET
     
    CHICAGO, IL60622

    $ 50,409


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ADAM CODE  
    1851 N FREMONT STREET
     
    CHICAGO, IL60614

    $ 83,508


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    15,000 SHARES POOL STOCK $ 2,025,375 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    137 SHARES POOL CORP14 SHARES ALPHABET CLASS C90 SHARES APPLE $ 50,409 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    400 SHARES POOL CORP15 SHARES ALPHABET CLASS C15 SHARES ALPHABET CLASS A $ 83,508 2018-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    Part III
    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 following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,850 6,925 0 6,925

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB SECURITIES 5,804,736 4,816,961

    TY 2018 OtherAssetsSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRAIRIE CAPITAL III QP LP 52,003 105,391 7,855
    RESOURCE LAND FUND II LLC 14,884 0 0
    CONCENTRIC EQUITY PARTNERS LP 145,969 168,686 85,511
    ABERDEEN FOF V LP 150,197 117,006 117,048
    VOGEN FUNDING LP (CAPX) 35,753 35,376 35,643
    RESOURCE LAND FUND III LLC 154,871 155,580 154,266
    HUIZENGA LTD 207,685 207,685 809,105
    JP MORGAN ALTERNATIVE PROPERTY FUND 157,161 42,603 32,506
    PRAIRIE CAPITAL IV QP, LP 218,584 104,668 104,343
    PEARLMARK MULTIFAMILY PARTNERS LLC 89,169 0 0
    PEARLMARK MEZZANINE REALTY PTNS III 71,458 0 0
    RESOURCE LAND FUND IV LLC 197,228 176,615 176,612
    CREATION INVESTMENT SOCIAL VENTURES FUND I 757,510 700,651 662,451
    PRAIRIE CAPITAL V LP 545,700 236,051 236,277
    RIO ENERGY LLC 105,191 104,917 109,878
    THE PARADIGM PROJECT L3C -22,400 -22,400 0
    IN:CAST, LLC 33 33 0
    CAPX FUND IV LP 397,501 286,358 286,596
    MENLO REALTY PARTNERS IV 17,147 -4,489  
    NAZARETH HOLDINGS 141,818 141,818 141,818
    5812 FUND LLC 1,734,539 1,610,954 1,610,954
    5812 GROUP LLC 150,000 129,632 129,632
    DIGNITY PRODUCTS AND SERVICES 105,415 89,810 89,810
    TEGU 333,331 333,331 333,331
    CAPROCQ CORE REAL ESTATE FUND 211,671 155,314 155,319
    HAITI VENTURE PARTNERS 29,734 0 0
    WICHITA AIRPORT HOSPITALITY 44,256 25,593 25,593
    SPRINGHILL SANERGY INVESTORS 71,363 71,101 71,101
    RDG FUND 5 293,107 96,606 96,485
    NEW HARBOR CAPITAL FUND LP 1,629,698 1,451,483 1,451,483
    PROMUS ACCESS I LP 743,645 881,288 881,337
    VINTAGE 3 LLC 1,662 -2,696 28
    INTELEPEER PREFERRED STOCK 47,322 47,322 0
    INCIITE MEDIA LLC 146,352 151,660 69,379
    BLACKSTONE GROUP LP 98,655 96,216 96,141
    W-LOMONTE LP 101,806 0 0
    PRAIRIE CAPITAL III SPV QP LP 42,764 34,956 34,956
    PROMUS REALITY INCOME I 1,139,713 906,781 925,615
    CANJEL ENERGY LLC 131,789 -8,685 -5,382
    DANALI CAPITAL CLO XI LTD 293,597 240,867 337,081
    CREATION INVESTMENT SOCIAL VENTURES FUND III 734,918 966,635 976,284
    CREATION INVESTMENTS INDIA III 0 233,134 233,134
    PROMUS ACCESS FUND II 450,741 1,455,473 1,452,027
    PVM II 568,099 1,439,660 1,439,660
    RDG FUND 6 755,810 711,165 882,069
    PRAIRIE CAPITAL VI QP 68,273 176,426 176,426
    MENLO EQUITES ABSOLUTE RETURN FUND 0 495,615 486,981
    APOLLO GLOBAL MANAGEMENT 99,650 95,378 95,379
    THE CARLYLE GROUP 100,456 98,739 98,739
    CREATION INVESTMENTS INDIA LLC 119,441 196,562 196,562
    EVENT NETWORK 750,000 669,749 669,749
    KAYNE ANDERSON REAL ESTATE 183,131 336,965 331,335
    NEW HARBOR CAPITAL FUND II, LP -10,761 216,391 216,391
    OAKTREE CAPITAL GROUP, LLC 103,225 117,646 117,646
    PRIVATE ADVISORS RA FUND 633,382 868,286 856,374
    PV ROCKET LAB I, LLC 289,393 310,362 310,362
    RDG CALIFORNIA COI, LLC 85,683 97,376 83,423
    COURAGE MUSIC ROYALTY FUND LP   655,628 655,628
    THE LYME FOREST FUND V FB LP   102,104 101,547
    MENLO EQUITES ABSOLUTE RETURN 45,741 42,499 34,981
    PROMUS VENTURES III LP   183,445 183,445
    ENTERPRISE PRODUCTS PARTNERS LP   85,078 85,078
    MAGELLAN MIDSTREAM PARTNERS LP   124,175 124,175
    PLAINS ALL AMERICAN PIPELINE   98,746 98,746
    CREATION INVESTMENTS SOCIAL VENTURES IV LP   497,960 497,960
    PDG OPPORTUNITIES LP 520,871 0 0
    CK ACQUISITION COMPANY LLC   313,814 313,814
    QUEST INVESTMENT HOLDINGS LLC   298,110 298,110
    BUCKEYE PARTNERS LP   226,557 226,557
    ENERGY TRANSFER LP   93,645 93,645
    KAYNE SENIOR CREDIT III   361,908 361,908
    WESTERN GAS   97,772 97,772
    PRIVATE ADVISORS REAL ASSETS II LP   427,250 453,614
    PMA INVESTMENT HOLDINGS LLC   600,000 600,000
    AG DIRECT LENDING III LP   25,000 25,000
    MPLX LP   0 0
    WILLIAMS PARTNERS LP   0 0
    CANJEL LOAN   130,256 130,256


    TY 2018 OtherExpensesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHARITABLE REGISTRATION FEE 10 0 0 10
    INVESTMENT MANAGEMENT FEES 52,000 52,000 0 0
    MISCELLANEOUS EXPENSES 750 0 0 750
    OFFICE EXPENSES/SUPPLIES 7,088 3,544 0 3,544


    TY 2018 OtherIncomeSchedule2
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET INCOME FROM PASS-THROUGH ENTITIES 716,997 -144,524 0
    ROYALTIES 5,871 5,871 5,871
    NET INCOME FROM PASS-THROUGH ENTITIES -51,218 0 -51,218


    TY 2018 TaxesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 75,000 0 0 0
    STATE TAXES FROM SCH. K-1 2,229 0 0 0