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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 08-01-2017 , and ending 07-31-2018
Name of foundation
GRANT THORNTON FOUNDATION
 
% ALLISON MORAN
Number and street (or P.O. box number if mail is not delivered to street address)171 N Clark Street Suite 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

30-0438415
B Telephone number (see instructions)

(312) 856-0200
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$136,937J 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) 1,266,398
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 1,266,398 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,225 0 0 7,225
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,625     4,625
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,850 0 0 11,850
25 Contributions, gifts, grants paid....... 1,118,611 1,118,611
26 Total expenses and disbursements. Add lines 24 and 25 1,130,461 0 0 1,130,461
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 135,937
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 1,000 136,937 136,937
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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).......      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,000 136,937 136,937
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,000 1,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,000 1,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 0 135,937
30 Total liabilities and net assets/fund balances (see instructions). 1,000 136,937
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
0
2
Enter amount from Part I, line 27a .....................
2
135,937
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
135,937
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
135,937
Form 990-PF (2019)
Form 990-PF (2019)
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.)
1a
b
c
d
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
b
c
d
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
b
c
d
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  
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  
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))
2018      
2017      
2016      
2015      
2014      
2
Total of line 1, column (d) .....................
2
 
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
 
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
0
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 (2019)
Form 990-PF (2019)
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 0
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  
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletAL, AK, AZ, CA, CO, CT, DC, AK, FL, GA, HI, IL, KS, KY, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 ofbulletALLISON MORAN Telephone no.bullet (312) 856-0200

    Located atbullet171 N CLARK STREET SUITE 200CHICAGOIL ZIP+4bullet60601
    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 2019, 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
     
    No
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    3b
     
     
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    J Michael McGuire Director/President
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Samuel W Shaw Director/Treasurer
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Janet Malzone Director
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Erica O'Malley Director
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Willis C Moore III Director
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    Neeta Daga Secretary
    1.0     		0 0 0
    171 N Clark Street Suite 200
    Chicago,IL60601
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    296,065
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    296,065
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    296,065
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,441
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    291,624
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,581
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,581
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,581
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    14,581
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    14,581
    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
    1,130,461
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,130,461
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,130,461
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 14,581
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 819,559
    b From 2015...... 855,846
    c From 2016...... 841,161
    d From 2017...... 892,807
    e From 2018...... 1,063,890
    fTotal of lines 3a through e........ 4,473,263
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,130,461
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 14,581
    e Remaining amount distributed out of corpus 1,115,880
    5 Excess distributions carryover applied to 2019.    
    (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 5,589,143
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		819,559
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		4,769,584
    10 Analysis of line 9:
    a Excess from 2015.... 855,846
    b Excess from 2016.... 841,161
    c Excess from 2017.... 892,807
    d Excess from 2018.... 1,063,890
    e Excess from 2019.... 1,115,880
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		0 0 0 0 0
    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 ....     		0 0 0 0 0
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 0 0 0 0 0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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).)
    NA
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    Appalachian State University
    Department of Accounting
    3124 Peacock Hall
    Boone,NC286082037     		N/A PC Educational Institution Support 8,700
    Arizona State University
    ASU Foundation
    PO Box 2260
    Tempe,AZ852802260     		N/A PC Educational Institution Support 6,400
    Baruch College
    1 Bernard Baruch Way
    Box A1603
    New York,NY10010     		N/A PC Educational Institution Support 4,500
    Baylor University
    University Development
    One Bear Place 97050
    Waco,TX767987026     		N/A PC Educational Institution Support 8,500
    Bentley University
    175 Forrest Street
    LaCava Building 275
    Waltham,MA02452     		N/A PC Educational Institution Support 7,100
    Bob Jones University
    Office of Advancement
    1700 Wade Hampton Blvd
    Greenville,SC29614     		N/A PC Educational Institution Support 2,000
    Boston College
    Cadigan Alumni Center
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		N/A PC Educational Institution Support 200
    Bradley University
    Office of Advancement - Gift Record
    1501 W Bradley Ave
    Peoria,IL61625     		N/A PC Educational Institution Support 2,000
    Brigham Young University
    LDS Philanthropies
    1450 North University Avenue
    Provo,UT84604     		N/A PC Educational Institution Support 31,775
    Bryn Mawr College
    Alumnae Relations Development / H
    101 N Merion Avenue
    Bryn Mawr,PA190102899     		N/A PC Educational Institution Support 500
    California Polytechnic State University
    Cal Poly Foundation
    One Grand Avenue
    San Luis Obispo,CA93407     		N/A PC Educational Institution Support 8,450
    California State University - Chico
    University Foundation
    400 W Frist St
    Chico,CA95929     		N/A PC Educational Institution Support 500
    California State University - East Bay
    University Advancement
    25800 Carlos Bee Boulevard
    Hayward,CA94542     		N/A PC Educational Institution Support 3,500
    Carnegie Mellon
    PO Box 371525
    Pittsburgh,PA15222     		N/A PC Educational Institution Support 1,400
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		N/A PC Educational Institution Support 200
    Claremont McKenna College
    400 North Claremont Blvd
    Claremont,CA91711     		N/A PC Educational Institution Support 5,892
    Clemson University
    Clemson University Foundation
    PO Box 1889
    Clemson,SC29633     		N/A PC Educational Institution Support 700
    Cleveland State University
    Union Building 501
    2121 Euclid Avenue
    Cleveland,OH44115     		N/A PC Educational Institution Support 400
    Coastal Carolina University
    CCU Office for Philanthropy
    PO Box 261954
    Conway,SC295286054     		N/A PC Educational Institution Support 200
    College of William and Mary
    PO Box 1693
    Williamsburg,VA23187     		N/A PC Educational Institution Support 8,300
    Colorado State University
    Colorado State University Foundatio
    PO Box 1870
    Fort Collins,CO80522     		N/A PC Educational Institution Support 4,450
    Columbia University
    622 West 113th Street MC 4524
    New York,NY10025     		N/A PC Educational Institution Support 500
    DePaul University
    Office of Advancement
    1 East Jackson Blvd
    Chicago,IL60604     		N/A PC Educational Institution Support 17,300
    Drexel University
    Main Building Suite 310
    3141 Chestnut Street
    Philadelphia,PA19104     		N/A PC Educational Institution Support 10,000
    Duke University
    Alumni Development Records
    Box 90581
    Durham,NC277080581     		N/A PC Educational Institution Support 500
    Duquesne University
    Development Office - 410B
    Fourth Floor Administration Buildin
    Pittsburgh,PA15282     		N/A PC Educational Institution Support 1,450
    East Central University
    1100 E 14th PMB Y-8
    Ada,OK74820     		N/A PC Educational Institution Support 300
    Eckerd College
    Office of Advancement
    4200 54th Avenue South
    St Petersburg,FL33711     		N/A PC Educational Institution Support 1,000
    Elon University
    2600 Campus Box
    Elon,NC27244     		N/A PC Educational Institution Support 1,200
    Emory University
    1300 Clifton Road Northeast
    MS 1721-004-1AA
    Atlanta,GA303224001     		N/A PC Educational Institution Support 1,000
    Emporia State University
    Sauder Alumni Center
    1500 Highland
    Emporia,KS66801     		N/A PC Educational Institution Support 1,000
    Florida Atlantic University
    FAU School of Accounting
    777 Glades Road
    Boca Raton,FL33431     		N/A PC Educational Institution Support 8,800
    Florida International University
    11200 SW 8th Street
    Marc 536
    Miami,FL33199     		N/A PC Educational Institution Support 7,900
    Florida State University
    College of Business - RBA 309
    821 Academic Way
    Tallahassee,FL32306     		N/A PC Educational Institution Support 23,700
    Fordham University
    The Fordham Fund
    Joseph A Martino Hall 45 Columbus
    New York,NY10023     		N/A PC Educational Institution Support 1,000
    Fort Hays State University
    FHSU Foundation
    PO Box 1060
    Hays,KS67601     		N/A PC Educational Institution Support 250
    Franciscan University
    Development Office
    1235 University Blvd
    Steubenville,OH43952     		N/A PC Educational Institution Support 200
    Fresno Pacific University
    University Advancement
    1717 S Chestnut Ave
    Fresno,CA93702     		N/A PC Educational Institution Support 200
    George Mason University
    4441 George Mason Blvd
    Merten Hall Suite 2300
    Fairfax,VA22030     		N/A PC Educational Institution Support 8,000
    Georgetown University
    Gift Processing
    3300 Whitehaven St NW Suite 3000
    Washington,DC20007     		N/A PC Educational Institution Support 1,000
    Georgia State University
    Georgia State University Foundation
    PO Box 3963
    Atlanta,GA303023963     		N/A PC Educational Institution Support 6,200
    Gonzaga University
    Development Office
    502 East Boone Avenue
    Spokane,WA992580098     		N/A PC Educational Institution Support 2,200
    Hofstra University
    Office of Development
    Room 102 Hofstra Hall 101 Hofstra
    Hempstead,NY115491500     		N/A PC Educational Institution Support 8,300
    Howard University
    PO Box 417853
    Boston,MA02241     		N/A PC Educational Institution Support 500
    Illinois Wesleyan University
    Advancement Office
    PO Box 2900
    Bloomington,IL617022900     		N/A PC Educational Institution Support 1,000
    Indiana University
    Office of Development Kelley School
    1275 E 10th Street 3080
    Bloomington,IN474051703     		N/A PC Educational Institution Support 32,100
    Indiana University of Pennsylvania
    Foundation for IUP
    Sutton Hall Room 301 1011 South D
    Indiana,PA157051046     		N/A PC Educational Institution Support 800
    Iowa State University
    2505 University Boulevard
    PO Box 2230
    Ames,IA50010     		N/A PC Educational Institution Support 1,000
    Jacksonville University
    Office of University Advancement
    2800 University Blvd N
    Jacksonville,FL322113394     		N/A PC Educational Institution Support 200
    James Madison University
    Advancement Gifts and Records
    2200 University Blvd
    Harrisonburg,VA22807     		N/A PC Educational Institution Support 3,500
    John Carroll University
    Department of University Advancemen
    1 John Carroll Boulevard
    University Heights,OH44118     		N/A PC Educational Institution Support 13,900
    Johns Hopkins University
    Johns Hopkins Office of Annual Givi
    3400 N Charles Street
    Baltimore,MD21218     		N/A PC Educational Institution Support 100
    Kansas State University
    1800 Kimball Ave
    Suite 200
    Manhattan,KS66502     		N/A PC Educational Institution Support 4,950
    Kennesaw State University
    Kennesaw State University Foundatio
    1000 Chastain Road NW Mailbox 9101
    Kennesaw,GA30144     		N/A PC Educational Institution Support 2,400
    Kent State University
    Advancement Services and Foundation
    PO Box 5190
    Kent,OH442420001     		N/A PC Educational Institution Support 9,000
    Lafayette College
    Development Office
    Lafayette College Box 3000
    Easton,PA18042     		N/A PC Educational Institution Support 200
    Lamar University
    Lamar University Foundation
    PO Box 11500
    Beaumont,TX77710     		N/A PC Educational Institution Support 1,000
    LaSalle University
    1900 W Olney Ave
    Box 809
    Philadelphia,PA19141     		N/A PC Educational Institution Support 200
    London School of Economics and Political Science
    American Fund for LSE
    450 Seventh Avenue Suite 1109
    New York,NY10123     		N/A PC Educational Institution Support 200
    Louisiana State University
    Louisiana State University Foundati
    3838 West Lakeshore Dr
    Baton Rouge,LA70808     		N/A PC Educational Institution Support 5,200
    Louisiana Tech University
    Louisiana Tech University Foundatio
    PO Box 3183
    Ruston,LA71272     		N/A PC Educational Institution Support 6,000
    Loyola University
    820 North Michigan Avenue
    Chicago,IL606112196     		N/A PC Educational Institution Support 11,900
    Loyola University Maryland
    Office of Advancement
    700 College Place Box 165
    Baltimore,MD21210     		N/A PC Educational Institution Support 200
    Lycoming College
    Lycoming Fund
    700 College Place Box 165
    Williamsport,PA17701     		N/A PC Educational Institution Support 2,000
    Marian University
    Office of Advancement
    45 S National Ave
    Fond du Lac,WI549354699     		N/A PC Educational Institution Support 2,000
    Marquette University
    Marquette Univ Advancement Attn Da
    1250 W Wisconsin Avenue PO Box
    Milwaukee,WI532011881     		N/A PC Educational Institution Support 2,100
    Miami University
    Office of University Advancement
    725 E Chestnut Street
    Oxford,OH45056     		N/A PC Educational Institution Support 10,700
    Michigan State University
    University Advancement - Spartan Wa
    535 Chestnut Road Room 300
    East Lansing,MI48824     		N/A PC Educational Institution Support 21,500
    Missouri State University
    MSU Foundation Kenneth E Meyer Al
    300 South Jefferson Suite 100
    Springfield,MO65806     		N/A PC Educational Institution Support 2,000
    Montclair State University
    Montclair State University Foundati
    1 Normal Avenue
    Montclair,NJ07043     		N/A PC Educational Institution Support 1,000
    Moravian College
    Office of Institutional Advancement
    1200 Main Street
    Bethlehem,PA180189980     		N/A PC Educational Institution Support 100
    Morehouse College
    Office of Alumni Relations and Annu
    830 Westview Drive SW Gloster Ha
    Atlanta,GA30314     		N/A PC Educational Institution Support 900
    New York University
    Office of Gift Administration
    PO Box 6706
    Hagerstown,MD21740     		N/A PC Educational Institution Support 2,000
    North Carolina State University
    North Carolina State University Fou
    Campus Box 7474
    Raleigh,NC276957474     		N/A PC Educational Institution Support 6,000
    Northeastern University
    374 Dodge Hall
    360 Huntington Avenue
    Boston,MA02115     		N/A PC Educational Institution Support 1,000
    Northern Illinois University
    NIU Foundation
    PO Box 746
    DeKalb,IL601150746     		N/A PC Educational Institution Support 17,800
    Northwestern Oklahoma State University
    Northwestern Oklahoma State Univ
    709 Oklahoma Blvd
    Alva,OK73717     		N/A PC Educational Institution Support 2,000
    Northwestern University
    Northwestern Annual Fund
    1201 Davis Street
    Evanston,IL60208     		N/A PC Educational Institution Support 1,000
    Oakland University
    Gift Accounting
    507 Golf View Lane
    Rochester,MI483094401     		N/A PC Educational Institution Support 1,800
    Oberlin College
    Development Resources Bosworth Hal
    50 W Lorain Street
    Oberlin,OH44074     		N/A PC Educational Institution Support 2,000
    Ohio State University
    1480 West Lane Avenue
    Room 125
    Columbus,OH43221     		N/A PC Educational Institution Support 9,500
    Oklahoma Baptist University
    University Advancement Office
    500 W University
    Shawnee,OK74804     		N/A PC Educational Institution Support 600
    Oklahoma Christian University
    Attn Office of Advancement
    PO Box 11000
    Oklahoma City,OK73136     		N/A PC Educational Institution Support 1,200
    Oklahoma State University
    PO Box 1749
    Stillwater,OK74076     		N/A PC Educational Institution Support 18,800
    Oral Roberts University
    Office of Development
    7777 S Lewis Ave
    Tulsa,OK74171     		N/A PC Educational Institution Support 8,200
    Oregon State University
    OSU Foundation
    850 SW 35th Street
    Corvallis,OR973334015     		N/A PC Educational Institution Support 5,250
    Pace University
    Development and Alumni Relations
    PO Box 1546
    New York,NY100081546     		N/A PC Educational Institution Support 500
    Pennsylvania State University
    Office of Corporate and Foundation
    17 Old Main
    University Park,PA16802     		N/A PC Educational Institution Support 11,800
    Pittsburg State University
    Pittsburg State University Foundati
    PO Box 4005
    Pittsburg,KS66762     		N/A PC Educational Institution Support 200
    Portland State University
    1600 SW 4th Ave Suite 730
    Portland,OR97201     		N/A PC Educational Institution Support 5,000
    Rabbi Jacob Joseph School
    1 Plainfield Ave
    Edison,NJ08817     		N/A PC Educational Institution Support 500
    Rollins College
    PO Box 864168
    Orlando,FL328864168     		N/A PC Educational Institution Support 600
    San Francisco State University
    1600 Holloway Avenue
    Admin 153
    San Francisco,CA94132     		N/A PC Educational Institution Support 2,000
    San Jose State University
    1 Washington Square CL300
    Division of University Advancement
    San Jose,CA951920183     		N/A PC Educational Institution Support 6,200
    Santa Clara University
    500 El Camino Real
    Development Office
    Santa Clara,CA950531400     		N/A PC Educational Institution Support 400
    Seattle University
    Attn Advancement Services
    901 12th Avenue Box 222000
    Seattle,WA98122     		N/A PC Educational Institution Support 925
    St John's University
    8000 Utopia Parkway
    Gift Processing
    Queens,NY11439     		N/A PC Educational Institution Support 19,425
    St Joseph's University
    Advancement Office
    5600 City Avenue
    Philadelphia,PA19131     		N/A PC Educational Institution Support 3,100
    St Louis University
    John Cook School of Business
    5600 City Avenue
    St Louis,MO63108     		N/A PC Educational Institution Support 3,000
    Stanford University
    Stanford University Gift Processing
    PO Box 20466
    Stanford,CA94309     		N/A PC Educational Institution Support 100
    SUNY (University of Albany)
    The University at Albany Foundation
    1400 Washington Avenue
    Albany,NY12222     		N/A PC Educational Institution Support 6,000
    SUNY - Plattsburgh
    Plattsburgh College Fdn - Hawkins H
    101 Broad Street
    Plattsburgh,NY12901     		N/A PC Educational Institution Support 2,500
    Suffolk University
    Office of Advancement
    8 Ashburton Place
    Boston,MA021082770     		N/A PC Educational Institution Support 3,000
    Syracuse University
    Office of Development
    820 Comstock Avenue
    Syracuse,NY13244     		N/A PC Educational Institution Support 500
    Temple University
    Temple University Fox School of Bus
    360f Alter Hall 006-01 1801 Liac
    Philadelphia,PA19122     		N/A PC Educational Institution Support 6,000
    Texas A&M University
    Texas AM Foundation
    401 George Bush Drive
    College Station,TX77840     		N/A PC Educational Institution Support 11,316
    Texas Christian University
    TCU Development Office
    TCU Box 297044
    Fort Worth,TX76129     		N/A PC Educational Institution Support 600
    Texas Tech University
    Office of Institutional Advancement
    PO Box 45025
    Lubbock,TX794091081     		N/A PC Educational Institution Support 1,900
    Tulane University
    PO Box 61075
    New Orleans,LA701619986     		N/A PC Educational Institution Support 4,900
    University of Akron
    University of Akron Fdn Dept of D
    Infocision Stadium Suite 200
    Akron,OH443252603     		N/A PC Educational Institution Support 6,600
    University of Alabama
    Office of Advancement Services
    Box 870101
    Tuscaloosa,AL35487     		N/A PC Educational Institution Support 7,500
    University of Arizona
    301 McClelland Hall
    Accounting Department
    Tucson,AZ85718     		N/A PC Educational Institution Support 9,400
    University of Baltimore
    Attn Office of Annual Giving and S
    1130 North Charles Street
    Baltimore,MD21201     		N/A PC Educational Institution Support 1,000
    University of California - Irvine
    UC Irvine Gift Administration
    University Advancement 100 Theory
    Irvine,CA92617     		N/A PC Educational Institution Support 255
    University of California - Los Angeles
    110 Westwood Plaza
    MULLIN MANAGEMENT COMMONS STE F301
    Los Angeles,CA90095     		N/A PC Educational Institution Support 4,900
    University of Central Florida
    UCF Foundation Inc
    12424 Research Parkway Suite 250
    Orlando,FL32826     		N/A PC Educational Institution Support 7,500
    University of Central Oklahoma
    100 N University Dr
    Evans Hall Room 102
    Edmond,OK73034     		N/A PC Educational Institution Support 4,200
    University of Cincinnati
    PO Box 19970
    Cincinnati,OH452190970     		N/A PC Educational Institution Support 9,570
    University of Colorado
    Univ of Colorado Foundation Attn
    10901 W 120th Avenue 200
    Broomfield,CO80021     		N/A PC Educational Institution Support 3,700
    University of Connecticut
    2390 Alumni Drive Unit 3206
    Storrs,CT062693206     		N/A PC Educational Institution Support 6,600
    University of Dayton
    300 College Park Center
    Dayton,OH454697056     		N/A PC Educational Institution Support 6,740
    University of Dayton (Kleckner Krull Fund)
    300 College Park Center
    Dayton,OH454697056     		N/A PC Educational Institution Support 10,000
    University of Delaware
    Gifts Receiving and Processing Offi
    83 East Main Street 3rd Floor
    Newark,DE19716     		N/A PC Educational Institution Support 3,600
    University of Denver
    2190 East Asbury Ave
    Denver,CO80208     		N/A PC Educational Institution Support 3,230
    University of Florida
    1938 West University Ave
    PO Box 14425
    Gainesville,FL32604     		N/A PC Educational Institution Support 24,100
    University of Georgia
    394 South Milledge Avenue Suite 10
    Athens,GA306025582     		N/A PC Educational Institution Support 12,350
    University of Hawaii at Manoa
    University of HawaiI Foundation
    PO Box 11270
    Honolulu,HI96828     		N/A PC Educational Institution Support 1,000
    University of Houston
    Donor Alumni Records
    PO Box 867
    Houston,TX770010867     		N/A PC Educational Institution Support 2,900
    University of Houston- Downtown
    One Main Street S990
    Houston,TX77002     		N/A PC Educational Institution Support 500
    University of Illinois
    Gift Administration
    1305 West Green Street
    Urbana,IL61801     		N/A PC Educational Institution Support 34,540
    University of Illinois at Chicago
    University of Illinois Foundation
    1305 West Green Street MC-386
    Urbana,IL61801     		N/A PC Educational Institution Support 1,700
    University of Kansas
    KU Endowment
    PO Box 928
    Lawrence,KS66044     		N/A PC Educational Institution Support 11,700
    University of Maryland
    Office of Gift Acceptance
    4603 Calvert Road
    College Park,MD207403421     		N/A PC Educational Institution Support 1,300
    University of Massachusetts
    Isenberg School of Management
    101 University Drive Suite B4
    Amherst,MA01002     		N/A PC Educational Institution Support 2,100
    University of Massachusetts Boston
    University Advancement
    100 Morrissey Boulevard
    Boston,MA021253393     		N/A PC Educational Institution Support 1,000
    University of Miami
    Advancement Division
    PO Box 025388
    Coral Gables,FL33102     		N/A PC Educational Institution Support 9,400
    University of Michigan - Ann Arbor
    Alumni Association Attn Developme
    200 Fletcher St
    Ann Arbor,MI48109     		N/A PC Educational Institution Support 2,200
    University of Minnesota
    McNamara Alumni Center
    200 East Oak St SE Suite 500
    Minneapolis,MN554552010     		N/A PC Educational Institution Support 8,100
    University of Mississippi
    The University of Mississippi Found
    406 University Avenue
    Oxford,MS38655     		N/A PC Educational Institution Support 2,000
    University of Missouri
    Trulaske College of Business
    408 Cornell Hall
    Columbia,MO65211     		N/A PC Educational Institution Support 6,100
    University of Nebraska
    University of Nebraska Foundation
    1010 Lincoln Mall Suite 300
    Lincoln,NE68508     		N/A PC Educational Institution Support 4,500
    University of Nevada
    Office of University Development
    1664 North Virginia Street MH 0162
    Reno,NV895570162     		N/A PC Educational Institution Support 2,000
    University of North Carolina - Chapel Hill
    PO Box 309
    Chapel Hill,NC27514     		N/A PC Educational Institution Support 20,300
    University of North Carolina - Charlotte
    University Development
    9201 University City Blvd
    Charlotte,NC28223     		N/A PC Educational Institution Support 29,600
    University of North Carolina- Greensboro
    Advancement Services
    PO Box 26170
    Greensboro,NC274026170     		N/A PC Educational Institution Support 3,000
    University of North Carolina- Wilmington
    Advancement Services UNCW
    601 S College Rd
    Wilmington,NC28403     		N/A PC Educational Institution Support 200
    University of North Florida
    Office of Annual Giving
    1UNF Drive
    Jacksonville,FL32224     		N/A PC Educational Institution Support 3,000
    University of North Texas - Denton
    Attn Gift Processing
    1155 UNION CIRCLE 311250
    Denton,TX762035017     		N/A PC Educational Institution Support 11,600
    University of Notre Dame
    ATTN Matching Gifts
    1100 Grace Hall
    Notre Dame,IN465565612     		N/A PC Educational Institution Support 19,900
    University of Oklahoma
    University of Oklahoma Foundation
    100 Timberdell Road
    Norman,OK73019     		N/A PC Educational Institution Support 15,700
    University of Oregon
    UO Foundation
    1720 E 13th Avenue Suite 410
    Eugene,OR97403     		N/A PC Educational Institution Support 4,500
    University of Pennsylvania
    Gifts Accounting Admin Franklin
    3451 Walnut Street Room 433
    Philadelphia,PA191046208     		N/A PC Educational Institution Support 3,200
    University of Pittsburgh
    109 Mervis Hall
    1 Roberto Clemente Drive
    Pittsburgh,PA15260     		N/A PC Educational Institution Support 200
    University of Puget Sound
    Alumni Parent Relations
    1500 N Warner St 107
    Tacoma,WA984161078     		N/A PC Educational Institution Support 200
    University of Richmond
    Advancement Data Services Richmond
    28 Westhampton Way
    Richmond,VA23173     		N/A PC Educational Institution Support 2,000
    University of Rochester
    Office of Gift and Donor Records
    300 East River Road
    Rochester,NY14627     		N/A PC Educational Institution Support 100
    University of San Diego
    5998 Alcala Park
    San Diego,CA92110     		N/A PC Educational Institution Support 2,200
    University of San Francisco
    PO Box 45363
    San Francisco,CA941450363     		N/A PC Educational Institution Support 3,500
    University of South Carolina
    USC Gift Processing
    1027 Barnwell Street
    Columbia,SC29208     		N/A PC Educational Institution Support 9,500
    University of South Dakota
    Wagner Center
    1110 North Dakota St
    Vermillion,SD57069     		N/A PC Educational Institution Support 1,000
    University of South Florida
    4202 E Fowler Ave
    ALC100
    Tampa,FL33620     		N/A PC Educational Institution Support 13,100
    University of Southern California
    University Advancement
    3551 Trousdale Parkway Suite 160
    Los Angeles,CA900894017     		N/A PC Educational Institution Support 7,900
    University of Tampa
    Development and University Relation
    401 W Kennedy Blvd Box H
    Tampa,FL33606     		N/A PC Educational Institution Support 500
    University of Texas - Arlington
    Attn College of Business Dept of
    701 South Medderman Box 19198
    Arlington,TX76019     		N/A PC Educational Institution Support 2,000
    University of Texas - Austin
    University Development Office
    PO Box 7458
    Austin,TX787137458     		N/A PC Educational Institution Support 2,450
    University of Texas - Dallas
    Office of Development and Alumni Re
    800 W Campbell Road
    Richardson,TX75080     		N/A PC Educational Institution Support 6,200
    University of Tulsa
    University of Tulsa
    800 S Tucker Dr
    Tulsa,OK74104     		N/A PC Educational Institution Support 4,500
    University of Utah
    Development Office
    540 Arapeen Drive Suite 250
    Salt Lake City,UT841081238     		N/A PC Educational Institution Support 15,300
    University of Virginia
    Office of Advancement
    PO Box 400807
    Charlottesville,VA22904     		N/A PC Educational Institution Support 150
    University of Washington
    Corporate and Foundation Relations
    4333 Brooklyn Avenue NE - Box 3595
    Seattle,WA98195     		N/A PC Educational Institution Support 5,900
    University of Wisconsin - Madison
    University of Wisconsin Foundation
    1848 University Avenue
    Madison,WI53726     		N/A PC Educational Institution Support 6,700
    University of Wisconsin - Oshkosh
    UW Oshkosh Foundation Attn Jennife
    625 Pearl Ave
    Oshkosh,WI539013556     		N/A PC Educational Institution Support 700
    University of Wisconsin - Whitewater
    UW Whitewater Foundation Attn Emil
    800 West Main Street Hyer Hall 300
    Whitewater,WI53190     		N/A PC Educational Institution Support 2,600
    Vanderbilt University
    PMB 407727 2301 Vanderbilt Place
    Nashville,TN372407727     		N/A PC Educational Institution Support 700
    Villanova University
    Office of Development
    800 E Lancaster Avenue
    Villanova,PA19085     		N/A PC Educational Institution Support 8,300
    Virginia Polytechnic Institute & State University
    Virgina Tech Foundation Inc
    902 PRINCES FORK RDUNIVERSITY GATE
    Blacksburg,VA24061     		N/A PC Educational Institution Support 20,100
    Wake Forest University
    Office of University Advancement
    PO Box 7227
    WinstonSalem,NC27109     		N/A PC Educational Institution Support 13,200
    Walsh College
    3838 Livernois Road
    PO Box 7006
    Troy,MI480077006     		N/A PC Educational Institution Support 4,300
    West Virginia University
    PO Box 1650
    Morgantown,WV26507     		N/A PC Educational Institution Support 1,200
    Western Illinois University
    WIU Foundation
    1 University Circle
    Macomb,IL61455     		N/A PC Educational Institution Support 2,000
    Western State Colorado University
    Alumni Relations Aspinall-Wilson C
    909 E Escalante Dr
    Gunnison,CO81230     		N/A PC Educational Institution Support 250
    Western Washington University
    516 High Street MS 9034
    Bellingham,WA98225     		N/A PC Educational Institution Support 4,100
    Westminster College
    1840 S 1300 East
    Salt Lake City,UT84105     		N/A PC Educational Institution Support 5,200
    Whitman College
    Whitman College Annual Fund
    345 Boyer Ave
    Walla Walla,WA99362     		N/A PC Educational Institution Support 250
    Wichita State University
    Wichita State University Foundation
    1845 Fairmount Campus Box 2
    Wichita,KS672600002     		N/A PC Educational Institution Support 1,400
    William Jewell College
    Office of Institutional Advancement
    500 College Hill Box 1032
    Liberty,MO64068     		N/A PC Educational Institution Support 2,000
    Wofford College
    Wofford College Development Office
    429 N Church Street
    Spartanburg,SC29303     		N/A PC Educational Institution Support 500
    Xavier University
    3800 Victory Parkway
    Cincinnati,OH452075540     		N/A PC Educational Institution Support 4,900
    Yeshiva University
    500 West 185th Street BH725
    New York,NY10033     		N/A PC Educational Institution Support 100
    Youngstown State University
    The YSU Foundation
    606 Wick Avenue
    Youngstown,OH44502     		N/A PC Educational Institution Support 200
    Disaster Relief Grants (4)
    171 N Clark Street Suite 200
    Chicago,IL60601     		Grant Thornton LLP Employees I Disaster Relief 127,993
    Total .................................bullet 3a 1,118,611
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		         
    4 Dividends and interest from securities....          
    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.....          
    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
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description