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 08-01-2018 , and ending 07-31-2019
Name of foundation
FULK FAMILY FOUNDATION INC
 
% MARCIA COFFMAN
Number and street (or P.O. box number if mail is not delivered to street address)150 S Wacker Dr Ste 2400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
A Employer identification number

47-0732237
B Telephone number (see instructions)

(312) 236-2208
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$315,378,178
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) 2,829,347
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,378,353 5,378,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,575,724
b Gross sales price for all assets on line 6a 11,513,667
7 Capital gain net income (from Part IV, line 2)... 4,575,724
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)....... 8,915 8,915  
12 Total. Add lines 1 through 11........ 12,792,339 9,962,992  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 860,900 172,180   688,720
14 Other employee salaries and wages...... 5,034 1,007   4,027
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 73,493 14,699 0 58,794
b Accounting fees (attach schedule)....... 78,195 39,098 0 39,097
c Other professional fees (attach schedule).... 326,434 325,465   969
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 79,792 14,754   35,038
19 Depreciation (attach schedule) and depletion... 619 619  
20 Occupancy.............. 56,457 11,291   45,166
21 Travel, conferences, and meetings....... 33,670 6,734   26,936
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 172,438 50,941   121,497
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,687,032 636,788 0 1,020,244
25 Contributions, gifts, grants paid....... 65,872,650 65,872,650
26 Total expenses and disbursements. Add lines 24 and 25 67,559,682 636,788 0 66,892,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -54,767,343
b Net investment income (if negative, enter -0-) 9,326,204
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 8,954,818 17,494,994 17,494,994
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) 307,724,427 Click to see attachment274,612,025 278,496,793
b Investments—corporate stock (attach schedule)....... 30,411,960 Click to see attachment8,373,174 13,277,338
c Investments—corporate bonds (attach schedule)....... 731,268 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet3,094
Less: accumulated depreciation (attach schedule) bullet1,496 2,217 Click to see attachment1,598 1,598
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,290,289 Click to see attachment2,409,627 3,242,313
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment31,166 Click to see attachment2,395,203 Click to see attachment2,865,142
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 350,146,145 305,286,621 315,378,178
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 350,146,145 305,286,621
30 Total net assets or fund balances (see instructions)..... 350,146,145 305,286,621
31 Total liabilities and net assets/fund balances (see instructions). 350,146,145 305,286,621
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
350,146,145
2
Enter amount from Part I, line 27a .....................
2
-54,767,343
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,907,819
4
Add lines 1, 2, and 3 ..........................
4
305,286,621
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 30 .
6
305,286,621
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 3,500 SHS 1/100 BERKSHIRE HTWY      
b 13,000 SHS DYAX CORP RIGHTS      
c MUNICIPAL BONDS      
d L/T GAIN - PARTNERSHIPS      
e S/T GAIN - PARTNERSHIPS      
CAPITAL GAIN DISTRIBUTIONS      
TRAVEL ASSOC SALE PROCEEDS      
(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 11,231,684   6,809,880 4,421,804
b 52,000   69,750 -17,750
c 229,983   192,983 37,000
d       37,318
e       154
      65,148
      32,050
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       4,421,804
b       -17,750
c       37,000
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 4,575,724
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))
2017 56,578,966 362,007,995 0.156292
2016 20,478,623 118,097,557 0.173404
2015 3,836,551 40,458,721 0.094826
2014 1,352,289 30,031,183 0.045029
2013 1,289,206 27,507,308 0.046868
2
Total of line 1, column (d) .....................
2
0.516419
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
0.103284
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
330,785,657
5
Multiply line 4 by line 3......................
5
34,164,866
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
93,262
7
Add lines 5 and 6........................
7
34,258,128
8
Enter qualifying distributions from Part XII, line 4,.............
8
66,892,894
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 93,262
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 93,262
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 93,262
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 114,981
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.............. 7 114,981
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 21,719
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet21,719 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? Click to see list of attachments....................
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 changesClick to see list of attachments....
3
Yes
 
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.Click to see list of attachments
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, IA, NE
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FULKFF.ORG
    14
    The books are in care ofbulletMARCIA COFFMAN Telephone no.bullet (312) 236-2208

    Located atbulletSTE 2400 150 S WACKER DRIVECHICAGOIL ZIP+4bullet60606
    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
     
    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 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
     
     
    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
    ALICE BRUNNER VICE PRESIDENT
    10.0
    100,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    MARCIA COFFMAN TREASURER/ADMINISTRATOR
    32.5
    310,900 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    N JANE MORRISON PRESIDENT
    25.0
    150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    LINDA KRONING SECRETARY
    32.0
    150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    RUSSELL BARTMES VICE PRESIDENT
    21.0
    150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    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 (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
    BKD LLP ACCOUNTING SERVICES 78,195
    1248 O STREET STE 1040
    LINCOLN,NE68508
    HAMILTON THIES & LORCH LLP LEGAL SERVICES 73,493
    200 S WALKER DRIVE STE 3800
    CHICAGO,IL60606
    FOUNDATION SOURCE ADMIN SUPPORT 125,125
    55 WALLS DR 302
    FAIRFIELD,CT06824
    CHARLES SCHWAB & CO INC INVESTMENT MGMT 325,223
    211 MAIN STREET
    SAN FRANCISCO,CA94105
    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 NO PROGRAM RELATED INVESTMENTS  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    322,192,253
    b
    Average of monthly cash balances.......................
    1b
    11,405,257
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,225,492
    d
    Total (add lines 1a, b, and c).........................
    1d
    335,823,002
    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
    335,823,002
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,037,345
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    330,785,657
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,539,283
    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
    16,539,283
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    93,262
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    93,262
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,446,021
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    16,446,021
    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
    16,446,021
    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
    66,892,894
    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
    66,892,894
    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
    93,262
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    66,799,632
    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 16,446,021
    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...... 0
    b From 2014...... 0
    c From 2015...... 770,843
    d From 2016...... 15,130,823
    e From 2017...... 39,377,660
    fTotal of lines 3a through e........ 55,279,326
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 66,892,894
    a Applied to 2017, 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 2018 distributable amount..... 16,446,021
    e Remaining amount distributed out of corpus 50,446,873
    5 Excess distributions carryover applied to 2018.    
    (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 5 105,726,199
    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 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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    105,726,199
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 770,843
    c Excess from 2016.... 15,130,823
    d Excess from 2017.... 39,377,660
    e Excess from 2018.... 50,446,873
    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).)
    FULK FARMS INC
    ROBERT W FULK IRREVOCABLE TRUST
    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.
    NONE
    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 (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
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC KIDS CLIMBERS & SPIDER MONKEY HABITAT 500,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611
    NONE PC Healthy Community Fund 3,786,300
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    501 SAINT JUDE PL
    MEMPHIS,TN381051905
    NONE PC Graduate School of Biomedical Sciences 2,839,725
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Education Support 1,893,150
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920
    NONE PC GENERAL SUPPORT 4,101,825
    DEPAUL UNIVERSITY
    1 E JACKSON BLVD
    CHICAGO,IL606042201
    NONE PC Scholarship Fund 1,198,240
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Education Support 946,462
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    501 SAINT JUDE PL
    MEMPHIS,TN381051905
    NONE PC GRADUATE SCHOOL OF BIOMEDICAL SCIENCES 160,275
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920
    NONE PC General Support 173,175
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611
    NONE PC Healthy Community FUND 213,700
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 3465
    OMAHA,NE68103
    NONE PC Education Support 106,850
    ROUND LAKE CUSD 116
    884 W NIPPERSINK RD
    ROUND LAKE,IL60073
    NONE PC Kindergarten PREPAREDNESS Program 75,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Experiential Learning 53,538
    INSTITUTE FOR ETHNOMEDICINE INC
    PO BOX 3464
    JACKSON,WY830013464
    NONE PC Digital Tissue Scanner 66,500
    ERIKSON INSTITUTE
    451 N LA SALLE DR
    CHICAGO,IL606544510
    NONE PC CPS Training 100,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC Bard Prison Initiative 100,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556
    NONE PC Fine Arts Classes 20,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556
    NONE PC Science Classes 70,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556
    NONE PC Humanities Classes 30,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556
    NONE PC Assistant Director 60,000
    HOLY CROSS COLLEGE INC
    54515 STATE RD 933 NORTH
    NOTRE DAME,IN46556
    NONE PC General Support 20,000
    CANDLES INC
    1532 S 3RD ST
    TERRE HAUTE,IN478021012
    NONE PC General Operations 25,000
    MONTGOMERY COUNTY YOUTH SERVICES BUREAU INC
    808 W PIKE ST
    CRAWFORDSVLLE,IN479332321
    NONE PC Nourish Backpack 5,000
    CHICAGO SURVIVORS INC
    1010 WEST 35TH SUITE 510
    CHICAGO,IL606091401
    NONE PC Fiscal & Operations Manager 75,648
    CHICAGO SURVIVORS INC
    1010 WEST 35TH SUITE 510
    CHICAGO,IL606091401
    NONE PC General Operations 9,352
    LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY HEALTH
    3010 GRAND AVENUE
    WAUKEGAN,IL60085
    NONE PC Health Clinic 50,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC Accredidation Support 40,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC Repatriation Program 25,000
    George Washington Elementary Sch
    2400 Cardinal Drive
    East Chicago,IN463123098
    NONE PC Youth Orchestra Program 8,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC General Support 50,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC Field Conservation Event 3,500
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC Veterinary and Research Facility Upgrades 50,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC General Operations 1,500
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Hurricane Florence Relief 250,000
    BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
    8392 MISSISSIPPI STREET 2ND FLOOR
    MERRIVILLE,IN464106316
    NONE PC Capital Improvements 250,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334 CRAWFORDSVILLE
    CRAWFORDSVILLE,IN479330334
    NONE PC General Support 50,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334 CRAWFORDSVILLE
    CRAWFORDSVILLE,IN479330334
    NONE PC Youth Engagement and Community Enhancement 450,000
    ROBERT R MCCORMICK FOUNDATION
    25540 NETWORK PLACE
    CHICAGO,IL60673
    NONE PC Veterans Support 50,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST
    EVANSTON,IL60208
    NONE PC Environment Advocacy Center 50,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC General Support 100,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Youth Engagement & Development 100,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Hurricane Michael Relief 250,000
    LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION
    100 E OLD MILL RD
    LAKE FOREST,IL600453801
    NONE PC Research Senior Affordable Housing 50,000
    KENTUCKY NATURAL LANDS TRUST INC
    433 CHESTNUT ST
    BEREA,KY404031510
    NONE PC Land Acquisition 100,000
    INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR
    PO BOX 228
    PETROLIA,CA95558
    NONE PC General Support 25,000
    WAUKEGAN PARK DISTIRCT
    1324 GOLF ROAD
    WAUKEGAN,IL60087
    NONE PC Library Restoration 85,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC Phase II Construction 540,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC Capital Campaign 500,000
    ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
    500 EAST MADISON STREET
    SPRINGFIELD,IL627011010
    NONE PC General Support 50,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Surgical Tools 100,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC California Wildfire Relief 250,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEW YORK,NY100364603
    NONE PC Lincoln Speaks 35,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEW YORK,NY100364603
    NONE PC General Operations 15,000
    YOGACARE
    1808 W CHICAGO AVE NUM 2R
    CHICAGO,IL606225512
    NONE PC Scholarships 15,000
    FAMILY FOCUS INC
    310 S PEORIA ST STE 301
    CHICAGO,IL60607
    NONE PC General Support 25,000
    BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
    8392 MISSISSIPPI STREET 2ND FLOOR
    MERRIVILLE,IN464106316
    NONE PC General Support 50,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC Community Design Lab 625,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC Community Design Lab 625,000
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242
    NONE PC Democracy Initiative 500,000
    DIGESTIVE HEALTH FOUNDATION
    541 N FAIRBANKS CT STE 800
    CHICAGO,IL606113732
    NONE PC Research 1,250,000
    FRIENDS OF THE CHICAGO RIVER
    411 S WELLS ST STE 800
    CHICAGO,IL606073911
    NONE PC General Support 25,000
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242
    NONE PC Democracy Initiative 500,000
    CHICAGO HIGH SCHOOL FOR THE ARTS
    2714 W AUGUSTA BLVD
    CHICAGO,IL606224459
    NONE PC General Support 25,000
    URBAN INITIATIVES INC
    650 W LAKE ST STE 340
    CHICAGO,IL606611035
    NONE PC General Support 75,000
    URBAN INITIATIVES INC
    650 W LAKE ST STE 340
    CHICAGO,IL606611035
    NONE PC General Support 75,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Scholarships 40,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Lecture Series Fund 10,000
    UNIVERSITY OF CHICAGO
    5235 SOUTH HARPER COURT
    CHICAGO,IL60615
    NONE PC Research 1,500,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC Repatriation Program 20,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC General Operations 15,000
    SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
    1235 DOUGLAS DR
    CARBONDALE,IL629012591
    NONE PC Agricultural School and Exchange Program 100,000
    WAUKEGAN HIGH SCHOOL
    2325 BROOKSIDE AVE
    WAUKEGAN,IL600853378
    NONE PC IMPACT Program 425,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON BLVD STE 504
    CHICAGO,IL606612125
    NONE PC General Support 250,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON BLVD STE 504
    CHICAGO,IL606612125
    NONE PC Student Emergency Fund 250,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC N Fund - Chancellor's Greatest Needs 50,000
    RUSH UNIVERSITY MEDICAL CENTER
    1700 W VAN BUREN STREET
    CHICAGO,IL606125500
    NONE PC West Side United Fund 3,482,760
    RUSH UNIVERSITY MEDICAL CENTER
    1700 W VAN BUREN STREET
    CHICAGO,IL606125500
    NONE PC West Side United Fund 317,240
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC BPI - Student Emergency Fund 500,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC Lecture Series 5,000
    NEBRASKA HUMANITIES COUNCIL
    215 CENTENNIAL MALL S STE 330
    LINCOLN,NE685081836
    NONE PC Family Reading Time Program 30,000
    ROGER BALDWIN FOUNDATION OF ACLU INC
    150 N MICHIGAN AVE STE 600
    CHICAGO,IL606017570
    NONE PC General Support 100,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC CAAPS Program 25,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL606514152
    NONE PC General Operations 100,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL606514152
    NONE PC Association House High School 40,000
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD214034503
    NONE PC General Support 100,000
    CHICAGO HUMANITIES FESTIVAL
    500 N DEARBORN ST STE 825
    CHICAGO,IL606547659
    NONE PC General Support 10,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920
    NONE PC General Support 250,000
    MERIT SCHOOL OF MUSIC
    38 SOUTH PEORIA STREET
    CHICAGO,IL606072628
    NONE PC General Support 75,000
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE 6TH FLR
    CHICAGO,IL606033200
    NONE PC General Support 100,000
    PLANNED PARENTHOOD OF THE HEARTLAND INC
    PO BOX 4557
    DES MOINES,IA50305
    NONE PC General Support 140,000
    REHABILITATION INSTITUTE OF CHICAGO
    355 E ERIE ST STE 10-2145
    CHICAGO,IL60611
    NONE PC General Support 250,000
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL606052402
    NONE PC General Support 50,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Veteran's Project 150,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Purchase of Van 50,000
    UNIVERSITY CLUB FOUNDATION
    76 E MONROE ST
    CHICAGO,IL606032703
    NONE PC Scholarships 40,000
    UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART
    5550 SOUTH GREENWOOD AVENUE
    CHICAGO,IL60637
    NONE PC General Support 25,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD STE 1015
    CHICAGO,IL606043658
    NONE PC General Support 25,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC General Support 400,000
    THE FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 E HALF DAY RD STE 350
    BUFFALO GROVE,IL60089
    NONE PC General Support 25,000
    TABITHA INC
    4720 RANDOLPH ST
    LINCOLN,NE685103741
    NONE PC General Support 160,000
    ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC General Support 25,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC Research 2,655,630
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE PC Scholarships 2,355,400
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC CAAPS Program 200,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530
    NONE PC General Support 190,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC General Support 50,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC General Support 50,000
    FCNL EDUCATION FUND
    245 2ND ST NE
    WASHINGTON,DC200025761
    NONE PC General Support 50,000
    INSTITUTE FOR ETHNOMEDICINE INC
    PO BOX 3464
    JACKSON,WY830013464
    NONE PC General Support 500,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Care-A-Van Program 250,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646
    NONE PC Opera for All 150,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVE
    CHICAGO,IL606042596
    NONE PC General Operations 62,500
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVE
    CHICAGO,IL606042596
    NONE PC Negaunee Music Institute 137,500
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVE
    CHICAGO,IL606042596
    NONE PC School Transportation 25,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC General Operations 100,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC Stars of Lyric Opera 25,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN559050001
    NONE PC Nephrology Collaborative Group 48,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC Research 344,370
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC General Support 700,000
    ST TERESA OF AVILA PARISH
    1950 N KENMORE AVE
    CHICAGO,IL606144918
    NONE PC Food Pantry 10,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE PC Scholarships 144,600
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC General Support 300,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503
    NONE PC Children's Books 8,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC General Support 25,000
    UCAN
    3605 W FILLMORE ST
    CHICAGO,IL606244310
    NONE PC Violence Intervention Program 100,000
    CHICAGO SHAKESPEARE THEATER
    800 E GRAND AVE
    CHICAGO,IL606115436
    NONE PC Education Programs 25,000
    UNITED SERVICE ORGANIZATIONS
    333 N MICHIGAN AVE STE 2226
    CHICAGO,IL606014035
    NONE PC Mobile Van Program 100,000
    MATT TALBOT KITCHEN & OUTREACH INC
    PO BOX 80935
    LINCOLN,NE685010935
    NONE PC Substance Abuse Program 100,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC Getting Ahead Program 42,500
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC General Support 107,500
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC General Support 10,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Veterans Project 50,000
    AMERICAN PLAYERS THEATRE OF WISCONSIN INC
    5950 GOLF COURSE RD
    SPRING GREEN,WI535888036
    NONE PC General Operations 10,000
    AMERICAN PLAYERS THEATRE OF WISCONSIN INC
    5950 GOLF COURSE RD
    SPRING GREEN,WI535888036
    NONE PC Education Outreach 15,000
    ANTI-CRUELTY SOCIETY
    157 W GRAND AVE
    CHICAGO,IL606547105
    NONE PC General Operations 10,000
    ANTI-CRUELTY SOCIETY
    157 W GRAND AVE
    CHICAGO,IL606547105
    NONE PC Canine Kindness Corps 25,000
    FRIENDS OF THE PARKS
    17 N STATE ST STE 1450
    CHICAGO,IL606024072
    NONE PC General Support 15,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC Patron Accessibility Initiative 1,807,483
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC Patron Accessibility Initiative 192,517
    GILDAS CLUB CHICAGO
    537 N WELLS ST
    CHICAGO,IL606547113
    NONE PC General Support 40,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    332 S MICHIGAN AVENUE 9TH FLOOR
    CHICAGO,IL606044434
    NONE PC General Support 50,000
    INTUIT THE CENTER FOR INTUITIVE AND OUTSIDE ART
    756 N MILWAUKEE AVE
    CHICAGO,IL606425939
    NONE PC Summer Youth Program 10,000
    LOS ANGELES ALLIANCE FOR A NEW ECONOMY
    464 LUCAS AVENUE SUITE 202
    LOS ANGELES,CA900172074
    NONE PC General Support 25,000
    CHRIST THE KING JESUIT COLLEGE PREPARATORY SCHOOL
    5088 W JACKSON BLVD
    CHICAGO,IL606444324
    NONE PC Makerspace for Steam Innovation Proposal 175,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Medical Transportation Program 750,000
    IGNITE ORG
    180 N MICHIGAN AVE STE 1900
    CHICAGO,IL606017477
    NONE PC Transition to Independence 125,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC Anti-bias Training Programs 2,000,000
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA900121815
    NONE PC General Support 50,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503
    NONE PC Facility Improvement 107,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL606514152
    NONE PC Flood Cleanup 100,000
    THE POSSE FOUNDATION INC - CHICAGO
    111 W JACKSON BLVD STE 1100
    CHICAGO,IL60604
    NONE PC General Support 250,000
    NEBRASKA CULTURAL ENDOWMENT
    1004 FARNAM ST PLAZA LEVEL
    OMAHA,NE68102
    NONE PC Humanities Council 350,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON BLVD STE 504
    CHICAGO,IL606612125
    NONE PC Student Emergency Funds 500,000
    CANDLES INC
    1532 S 3RD ST
    TERRE HAUTE,IN478021012
    NONE PC Education Outreach 25,000
    CANDLES INC
    1532 S 3RD ST
    TERRE HAUTE,IN478021012
    NONE PC General Support 60,000
    ADVANCE ILLINOIS NFP
    303 E WACKER DR STE 1925
    CHICAGO,IL606010010
    NONE PC General Support 25,000
    EXECUTIVE SERVICE CORPS OF CHICAGO
    25 E WASHINGTON ST STE 1500
    CHICAGO,IL606021804
    NONE PC General Support 50,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Flood Relief 500,000
    EXECUTIVE SERVICE CORPS OF CHICAGO
    25 E WASHINGTON ST STE 1500
    CHICAGO,IL606021804
    NONE PC General Support 50,000
    WAUKEGAN TO COLLEGE NFP
    410 GRAND AVE
    WAUKEGAN,IL600854227
    NONE PC General Support 50,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Care-A-Van Program 250,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Care-A-Van Program 250,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC Dr. Carole Levin Faculty Fund 30,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC UNMC College of Dentistry 500,000
    AMERICAN DIABETES ASSOCIATION
    7285 W 132ND ST
    OVERLAND PARK,KS66213
    NONE PC Camp Planet D 50,000
    CHICAGO SCHOLARS FOUNDATION
    247 S STATE ST STE 700
    CHICAGO,IL60604
    NONE PC General Support 250,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC Dr. Carole Levin Faculty Fund 30,000
    ERIKSON INSTITUTE
    451 N LA SALLE DR
    CHICAGO,IL606544510
    NONE PC Scholarships 2,000,000
    MIDNIGHT CIRCUS IN THE PARKS
    ONE SOUTH DEARBORN
    CHICAGO,IL606032302
    NONE PC General Support 20,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC Patron Accessibility Initiative 1,750,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON BLVD STE 504
    CHICAGO,IL606612125
    NONE PC Student Emergency Fund 500,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS
    2200 E DEVON AVE STE 351
    DES PLAINES,IL60018
    NONE PC General Support 40,000
    WINDOW TO THE WORLD COMMUNICATIONS INC
    5400 N ST LOUIS AVE
    CHICAGO,IL606254623
    NONE PC General Operations 30,000
    GASTRO-INTESTINAL RESEARCH FOUNDATION INC
    20 W KINZIE ST 17TH FL
    CHICAGO,IL60654
    NONE PC General Support 40,000
    UNIVERSITY OF CHICAGO
    5235 SOUTH HARPER COURT
    CHICAGO,IL60615
    NONE PC Health Lab 575,000
    UNIVERSITY OF CHICAGO
    5235 SOUTH HARPER COURT
    CHICAGO,IL60615
    NONE PC Research 500,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,IL820723459
    NONE PC Arapahoe language Preservation 32,500
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,IL820723459
    NONE PC WyoHistory Lesson Plans & Articles 17,500
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,IL820723459
    NONE PC Cultural Presentations 25,000
    LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION
    100 E OLD MILL RD
    LAKE FOREST,IL600453801
    NONE PC Senior Housing 50,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407
    NONE PC Campaign 100,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-386
    MC,IL61801
    NONE PC Research 75,000
    LAMBS FARM INC
    PO BOX 520
    LIBERTYVILLE,IL600480520
    NONE PC General Support 50,000
    CHICAGO YOUTH PROGRAMS INC
    5350 S PRAIRIE AVE
    CHICAGO,IL606154709
    NONE PC General Support 50,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-386
    URBANA,IL61801
    NONE PC Research 325,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC Scholars of Illinois Program 250,000
    PRESERVATION CHICAGO NFP
    4410 N RAVENSWOOD AVE
    CHICAGO,IL606405999
    NONE PC General Support 5,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334 CRAWFORDSVILLE
    CRAWFORDSVILLE,IN479330334
    NONE PC Youth Engagement Fund 50,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    332 S MICHIGAN AVENUE 9TH FLOOR
    CHICAGO,IL606044434
    NONE PC General Operations 225,000
    FCNL EDUCATION FUND
    245 2ND ST NE
    WASHINGTON,DC200025761
    NONE PC Native American Fund 385,000
    CRISTO REY ST MARTIN COLLEGE PREP
    3106 BELVIDERE RD
    WAUKEGAN,IL600856016
    NONE PC Capital Campaign 50,000
    HIGHER GROUND SUN VALLEY INC
    PO BOX 6791
    KETCHUM,ID83340
    NONE PC General Support 25,000
    LINCOLN PARK VILLAGE INC
    2502 N CLARK ST
    CHICAGO,IL606141850
    NONE PC Memory Care Program 25,000
    INSPIRATION CORPORATION
    4554 N BROADWAY ST STE 207
    CHICAGO,IL606405671
    NONE PC Foodservice Training Program 25,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN559050001
    NONE PC Kidney Disease Biobank Fund 500,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN559050001
    NONE PC Kidney Disease Biobank Fund 1,500,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC Scholars of Illinois Program 250,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646
    NONE PC General Support 500,000
    LAKE BLUFF OPEN LANDS ASSOCIATION
    PO BOX 449
    LAKE BLUFF,IL600440449
    NONE PC General Support 13,500
    CHALKBEAT INC
    1239 BROADWAY STE 703B
    NEW YORK,NY10001
    NONE PC General Support 350,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459
    NONE PC Arapaho Language 25,000
    UNION LEAGUE BOYS & GIRLS CLUBS
    65 W JACKSON BLVD
    CHICAGO,IL606043507
    NONE PC General Support 50,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Dental Health 150,000
    LINCOLN PARKS & RECREATION FNDN
    3131 0 STREET STE 301
    LINCOLN,NE68510
    NONE PC South Haymarket Park and Plaza 240,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC Innovation Studio 25,000
    ONE MILLION DEGREES
    180 N WABASH AVE STE 310
    CHICAGO,IL606013608
    NONE PC General Support 500,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-386
    URBANA,IL61801
    NONE PC Circle Art History Fund 250,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE685082866
    NONE PC Innovation Studio 25,000
    S O S CHILDRENS VILLAGES ILLINOIS
    216 W JACKSON BLVD SUITE 925
    CHICAGO,IL60606
    NONE PC General Support 20,000
    TEAMWORK ENGLEWOOD
    815 W 63RD ST STE 2
    CHICAGO,IL606211917
    NONE PC General Support 30,000
    PLENITUD INICIATIVAS ECOEDUCATIVAS
    PO BOX 394
    LAS MARIAS,PR006700394
    NONE PC General Support 50,000
    STORYCATCHERS THEATRE
    544 W OAK STREET SUITE 1005
    CHICAGO,IL60610
    NONE PC General Support 200,000
    CORNELL LABORATORY OF ORNITHOLOGY
    159 SAPSUCKER WOODS ROAD
    ITHACA,NY14850
    NONE PC Bird Sleuth Program 50,000
    CORNELL UNIVERSITY
    130 EAST SENECA ST STE 400
    ITHACA,NY14850
    NONE PC General Support 250,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL606144712
    NONE PC General Support 25,000
    THE PUTNAM COUNTY COMMUNITY FOUNDATION INC
    2 S JACKSON ST
    GREENCASTLE,IN461351514
    NONE PC Youth Engagement Program 50,000
    NORTH CHICAGO COMMUNITY PARTNERS NFP
    855 N SKOKIE HWY STE D
    LAKE BLUFF,IL600441830
    NONE PC General Support 50,000
    FOUNDATION FOR EDUCATION AND MUSCULOSKELETAL RESEA
    8930 WAUKEGAN RD STE 300
    MORTON GROVE,IL600532116
    NONE PC General Support 75,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Challenge Grant 396,410
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Challenge Grant 750,000
    PAMS PROMISE TRANSITIONAL HOUSING CENTER INC
    PO BOX 405
    CRAWFORDSVLLE,IN479330405
    NONE PC Executive Service Corp 6,000
    PAMS PROMISE TRANSITIONAL HOUSING CENTER INC
    PO BOX 405
    CRAWFORDSVLLE,IN479330405
    NONE PC General Operations 4,000
    MANO A MANO FAMILY RESOURCE CENTER
    6 E MAIN ST
    ROUND LAKE PK,IL600733602
    NONE PC General Support 50,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Intensive Care Unit 150,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    PO BOX 254
    VALPARAISO,IN463840254
    NONE PC Capital Improvements 12,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    PO BOX 254
    VALPARAISO,IN463840254
    NONE PC Capital Improvements 30,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE STE 400
    WASHINGTON,DC20002
    NONE PC General Support 50,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY ST
    PHILADELPHIA,PA191021403
    NONE PC General Support 50,000
    HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES
    820 W GREENWOOD AVE
    WAUKEGAN,IL600875034
    NONE PC General Support 25,000
    DEVICES 4 THE DISABLED
    1333 W DEVON AVE 260
    CHICAGO,IL606601329
    NONE PC General Support 12,500
    PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P
    1899 W WINCHESTER RD
    LIBERTYVILLE,IL600485367
    NONE PC General Support 12,500
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC Summer Design Program 500,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407
    NONE PC Campaign 300,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407
    NONE PC General Operations 200,000
    A RED ORCHID THEATRE
    1531 NORTH WELLS
    CHICAGO,IL606107752
    NONE PC General Support 25,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530
    NONE PC General Support 150,000
    FILAMENT THEATRE ENSEMBLE NFP
    4041 N MILWAUKEE AVE
    CHICAGO,IL606411834
    NONE PC General Support 25,000
    Total .................................bullet 3a 65,872,650
    bApproved for future payment
    UNIV OF NE FOUND FOR UNMC COLLEGE OF DENTISTRY
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC DIGITAL SIMULATION CAPITAL FUND #01148860 500,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC GENERAL OPERATIONS 50,000
    FOREFRONT
    208 S LA SALLE ST STE 1540
    CHICAGO,IL606041242
    NONE PC DEMOCRACY INITIATIVE 500,000
    ANTI-DEFAMATION LEAGUE
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC SCHOOL-BASED ANTI-BIAS TRAINING PROGRAMS 2,000,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC BPI INDIANA WOMEN'S PRISON 500,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE BOX 4
    CHICAGO,IL60611
    NONE PC THE FULK FAMILY FOUNDATION HEALTHY COMMUNITIES FUND 4,000,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC GENERAL OPERATIONS 600,000
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC General Operations 25,000
    THE FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 E HALF DAY RD STE 350
    BUFFALO GROVE,IL60089
    NONE PC GENERAL OPERATIONS 25,000
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC CONSORTIUM ON SCHOOL RESEARCH 3,000,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATIONS 600,000
    TEEN LIVING PROGRAM
    180N MICHIGAN AVENUE STE 1900
    CHICAGO,IL60601
    NONE PC TRANSITION TO INDEPENDENCE PROGRAM 75,000
    SCHOOL OF THE ART INSTITUTE OF CHICAGO
    36 S WABASH AVENUE UNIT 1201
    CHICAGO,IL60603
    NONE PC COLLEGE ARTS ACCESS PROGRAM GENERAL OPERATIONS 200,000
    UNIV OF NE FOUND FOR THE UNIV OF NE MED CENTER
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC EXPENDABLE FUND FOR iEXCEL PROGRAM FOR PERSONNEL 1,000,000
    UNIV OF NE FOUND FOR THE UNIV OF NE MED CENTER
    PO BOX 82555
    LINCOLN,NE685012555
    NONE PC ENDOWMENT FUND FOR INNOVATION, OUTREACH AND RESEARCH FOR EXPERIMENTAL LEARNING ENDEAVORS 3,000,000
    CHICAGO SCHOLARS FOUNDATION
    247 S STATE ST STE 700
    CHICAGO,IL60604
    NONE PC GENERAL SUPPORT 250,000
    ALSACST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 SAINT JUDE PL
    MEMPHIS,TN381051905
    NONE PC GRADUATE SCHOOL OF BIOMEDIAL SCIENCES PhD PROGRAM 4,000,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC TO SUPPORT EXPANSION OF THE SCHOLARS OF ILLINOIS PROGRAM THROUGHOUT RURAL ILLINOIS 750,000
    THE POSSE FOUNDATION INC
    111 W JACKSON BLVD STE 1100
    CHICAGO,IL60604
    NONE PC OPERATIONAL COSTS AND PROGRAM INITIATIVES FOR HIGH SCHOOL GRADUATES OF CHICAGO PUBLIC SCHOOLS 250,000
    NEBRASKA CULTURAL ENDOWMENT
    1004 FARNAM ST PLAZA LEVEL
    OMAHA,NE68102
    NONE PC NEBRASKA HUMANITIES COUNCIL 350,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC CHALLENGE GRANT 750,000
    NEWBERRY CONSORT
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC GENERAL OPERATIONS 50,000
    ANTI-DEFAMATION LEAGUE
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC SCHOOL-BASED ANTI-BIAS TRAINING PROGRAMS 2,000,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC BPI INDIANA WOMEN'S PRISON 500,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC GENERAL OPERATIONS 500,000
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC CONSORTIUM ON SCHOOL RESEARCH 3,000,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATIONS 500,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC TO SUPPORT EXPANSION OF THE SCHOLARS OF ILLINOIS PROGRAM THROUGHOUT RURAL ILLINOIS 1,000,000
    NEBRASKA CULTURAL ENDOWMENT
    1004 FARNAM ST PLAZA LEVEL
    OMAHA,NE68102
    NONE PC NEBRASKA HUMANITIES COUNCIL 350,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC CHALLENGE GRANT 500,000
    Total .................................bullet 3b 30,825,000
    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 ...........
             
    4 Dividends and interest from securities....     14 5,378,353  
    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..... 525990 8,915      
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 4,575,724  
    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).. 8,915 9,954,077  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,962,992
    (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
    FULK FAMILY FOUNDATION INC
     
    Employer identification number

    47-0732237
    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
    FULK FAMILY FOUNDATION INC
     
    Employer identification number
    47-0732237
    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
    ROBERT W FULK IRREVOCABLE TRUST  
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    $ 59,625


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ROBERT W FULK IRREVOCABLE TRUST  
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    $ 692,153


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ROBERT W FULK IRREVOCABLE TRUST  
    150 S WACKER DRIVE STE 2400
     
    CHICAGO, IL60606

    $ 2,077,569


    (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.)
    (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
    FULK FAMILY FOUNDATION INC
     
    Employer identification number

    47-0732237
    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
    NOTE RECEIVABLE FROM ANTHONY HORALEK $ 59,625 2018-08-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    PARTNERSHIP INTEREST IN STONE ARCH CAPITAL II $ 692,153 2018-10-01
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    PARTNERSHIP INTEREST IN CVE-KAUFFMAN $ 2,077,569 2018-10-01
    (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
    FULK FAMILY FOUNDATION INC
     
    Employer identification number

    47-0732237
    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:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 78,195 39,098   39,097

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COPIER 2017-02-21 3,094 877 SL 5 619 619 619  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TAX EXEMPT BONDS 0 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERKSHIRE HATHAWAY 8,366,424 13,272,638
    AMERICAN TOWER CORP 0 0
    AD MAKEPEACE CO. 6,750 4,700
    DYAX CORP RIGHTS 0 0

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    US Government Securities - End of Year Book Value:

    274,612,025
    US Government Securities - End of Year Fair Market Value:

    278,496,793
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsLandSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COPIER 3,094 1,496 1,598  

    TY 2018 InvestmentsOtherSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TWEEDY BROWNE GLOBAL VALUE MUT   660,488 902,595
    FIRST EAGLE SOGEN FDS INC   1,481,532 1,993,387
    DODGE & COX INTERNATIONAL FUND   251,368 315,556
    CLIPPER FUND   16,239 30,775

    TY 2018 LegalFeesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 73,493 14,699   58,794


    TY 2018 OtherAssetsSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ADM HOLDINGS LLC 6,391 6,391 4,700
    AURORA GLOBAL OPPORTUNITIES 24,775 0 0
    STONE ARCH CAPITAL II 0 644,327 552,355
    CVE-KAUFFMAN 0 1,705,032 2,268,634
    NOTE RECEIVABLE 0 39,453 39,453


    TY 2018 OtherExpensesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP LOSS 20,566 20,566    
    SUBSCRIPTIONS 2,735 547   2,188
    OFFICE EXPENSE 6,293 1,259   5,034
    COMPUTER EXPENSE 7,618 1,524   6,094
    INSURANCE 4,721 944   3,777
    FOUNDATION SOURCE EXPENSE 125,125 25,025   100,100
    POSTAGE 2,481 496   1,985
    REPAIRS & MAINTENANCE 2,455 491   1,964
    MISCELLANEOUS 444 89   355


    TY 2018 OtherIncomeSchedule2
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP - UBTI 8,915 8,915  


    TY 2018 OtherIncreasesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Description Amount
    NET UNREALIZED GAIN ON 9,907,819
    CONTRIBUTIONS AND GRANTS 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 1,211 242   969
    INVESTMENT FEES 325,223 325,223    


    TY 2018 TaxesSchedule
    Name:
    FULK FAMILY FOUNDATION INC
    EIN:
    47-0732237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 30,000      
    FOREIGN TAXES 5,994 5,994   0
    PAYROLL TAXES 43,798 8,760   35,038