-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
IMC CHICAGO CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
233 S WACKER DRIVE STE 4300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60606
A Employer identification number
26-1416954
B
Telephone number (see instructions)
(312) 244-3300
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
19,146,054
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
5,277,029
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
527,799
522,688
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
207,707
b
Gross sales price for all assets on line 6a
4,141,913
7
Capital gain net income (from Part IV, line 2)
...
207,707
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
........
6,012,535
730,395
0
13
Compensation of officers, directors, trustees, etc.
167,621
0
0
167,621
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
92,226
62,623
0
29,603
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
11,427
7,412
0
15
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
68,963
0
0
68,863
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
340,237
70,035
0
266,102
25
Contributions, gifts, grants paid
.......
4,529,427
4,529,427
26
Total expenses and disbursements.
Add lines 24 and 25
4,869,664
70,035
0
4,795,529
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,142,871
b
Net investment income
(if negative, enter -0-)
660,360
c
Adjusted net income
(if negative, enter -0-)
...
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
417,307
606,883
606,883
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
4,173,087
4,495,502
5,413,818
c
Investments—corporate bonds (attach schedule)
.......
10,990,603
11,670,773
12,064,453
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,130,000
1,060,900
1,060,900
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
16,710,997
17,834,058
19,146,054
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
16,530,997
17,654,058
27
Paid-in or capital surplus, or land, bldg., and equipment fund
180,000
180,000
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
16,710,997
17,834,058
30
Total liabilities and net assets/fund balances
(see instructions)
.
16,710,997
17,834,058
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
16,710,997
2
Enter amount from Part I, line 27a
.....................
2
1,142,871
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
17,853,868
5
Decreases not included in line 2 (itemize)
5
19,810
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
17,834,058
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.)
1 a
PUBLICLY TRADED SECURITIES
b
LOSS FROM WORTHLESS DEBT - PROVIDE CARE, LLC
P
2018-04-02
2019-11-06
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
4,081,913
3,834,206
247,707
b
60,000
100,000
-40,000
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
247,707
b
-40,000
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
207,707
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
...................
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?
Yes
No
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
3,640,857
16,138,051
0.225607
2017
5,077,836
15,959,268
0.318175
2016
1,745,346
12,862,469
0.135693
2015
1,782,222
10,371,040
0.171846
2014
1,090,524
7,973,260
0.136773
2
Total
of line 1, column (d)
.....................
2
0.988094
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
0.197619
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
18,324,640
5
Multiply line 4 by line 3
......................
5
3,621,297
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,604
7
Add lines 5 and 6
........................
7
3,627,901
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,826,429
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
and enter “N/A" on line 1.
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
6,604
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
6,604
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
6,604
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
4,556
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
12,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
16,556
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
9,952
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
9,952
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
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)
IL
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 address
N/A
14
The books are in care of
IMC CHICAGO CHARITABLE FOUNDATION
Telephone no.
(312) 244-3300
Located at
233 S WACKER DRIVE STE 4300
CHICAGO
IL
ZIP+4
60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
No
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
LISA WIERSMA
DIRECTOR, FOUNDATION MANAG
35.00
73,189
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
ADAM ARENTS
VICE PRESIDENT
40.00
94,432
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
OSIAS LILIAN
TREASURER, DIRECTOR
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
ANDREW LARSEN
DIRECTOR
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
PAUL JIGANTI
DIRECTOR
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
SUNDEEP KHIANI
DIRECTOR
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
ANDREW STEVENS
DIRECTOR
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
ROBERT LEV
ASSISTANT SECRETARY
1.00
0
0
0
233 S WACKER DRIVE SUITE 4300
CHICAGO
,
IL
60606
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
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
GOLDMAN SACHS & CO LLC
INVESTMENT MANAGEMENT FEES
62,623
25 BRITISH AMERICAN BOULEVARD
LATHAM
,
NY
12110
Total
number of others receiving over $50,000 for professional services
.............
0
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
TUTORING WITH LOCAL SCHOOL IN CHICAGO
34,013
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
BENEFIT CHICAGO IS MOBILIZING $30,900 IN IMPACT INVESTMENTS TO FINANCE THE GROWTH OF IMPACT ENTERPRISES THROUGHOUT THE CHICAGO REGION TO : BUILD WEALTH, CREATE JOBS, AND ENHANCE JOB READINESS. IMC CHICAGO CHARITABLE FOUNDATION MADE AN IMPACT INVESTMENT TO SUPPORT THIS INITIATIVE.
30,900
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
30,900
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
17,662,870
b
Average of monthly cash balances
.......................
1b
940,825
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
18,603,695
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
18,603,695
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
279,055
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
18,324,640
6
Minimum investment return.
Enter 5% of line 5
..................
6
916,232
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
916,232
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,604
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,604
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
909,628
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
909,628
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
909,628
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
4,795,529
b
Program-related investments—total from Part IX-B
..................
1b
30,900
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
4,826,429
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
6,604
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
4,819,825
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
909,628
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
695,119
b
From 2015
......
1,259,332
c
From 2016
......
1,109,369
d
From 2017
......
4,250,409
e
From 2018
......
2,843,322
f
Total
of lines 3a through e
........
10,157,551
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,826,429
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
909,628
e
Remaining amount distributed out of corpus
3,916,801
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
14,074,352
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
695,119
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
13,379,233
10
Analysis of line 9:
a
Excess from 2015
....
1,259,332
b
Excess from 2016
....
1,109,369
c
Excess from 2017
....
4,250,409
d
Excess from 2018
....
2,843,322
e
Excess from 2019
....
3,916,801
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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
.....
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, 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)
a
Paid during the year
A BETTER CHICAGO
600 WEST VAN BUREN SUITE 510
CHICAGO
,
IL
60607
NONE
PC
EDUCATION
2,500
A SAFE HAVEN FOUNDATION
2750 WEST ROOSEVELT ROAD
CHICAGO
,
IL
606081094
NONE
PC
GENERAL
1,600
ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL
4647 W 47TH ST
CHICAGO
,
IL
60632
NONE
PC
EDUCATION
25,000
ADVANCE ILLINOIS
303 E WACKER DR STE 1925
CHICAGO
,
IL
60601
NONE
PC
EDUCATION
50,000
AIDS FOUNDATION OF CHICAGO
200 W JACKSON BLVD STE 2100
CHICAGO
,
IL
606066944
NONE
PC
GENERAL
25
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17
CHICAGO
,
IL
60601
NONE
PC
GENERAL
11,355
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET
NW ATLANTA
,
GA
30303
NONE
PC
GENERAL
2,688
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FLOOR
NEW YORK
,
NY
10004
NONE
PC
GENERAL
250
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOOR
NEW YORK
,
NY
10005
NONE
PC
GENERAL
5,000
AMERICAN FRIENDS OF UHN
M5G 2M9
TORONTO
,
ON
CA
NONE
PC
GENERAL
300
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS
,
TX
75231
NONE
PC
GENERAL
100
AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
NONE
PC
GENERAL
32,967
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE ROOM 1150
CHICAGO
,
IL
60601
NONE
PC
GENERAL
50
AMERICAN RED CROSS
431 18TH ST NW
WASHINGTON
,
DC
20006
NONE
PC
GENERAL
9,800
AMETHYST HOUSE
PO BOX 11
BLOOMINGTON
,
IN
474020011
NONE
PC
GENERAL
100
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION
225 E CHICAGO AVE BOX 282
CHICAGO
,
IL
606112991
NONE
PC
GENERAL
3,750
ANTI-CRUELTY SOCIETY
157 W GRAND AVENUE
CHICAGO
,
IL
60654
NONE
PC
GENERAL
9,600
ARDSLEY PANTHER BOOSTER CLUB
300 FARM RD
ARDSLEY
,
NY
105021402
NONE
PC
GENERAL
300
ASHE ELEMENTARY SCHOOL
8505 S INGLESIDE AVE
CHICAGO
,
IL
60619
NONE
GOV
EDUCATION
61,000
AUTISM SCIENCE FOUNDATION
106 WEST 32ND STREET SUITE 182
NEW YORK
,
NY
10001
NONE
PC
GENERAL
10,000
AUTISM SPEAKS INC
1 EAST 33RD STREET 4TH FLOOR
NEW YORK
,
NY
10016
NONE
PC
GENERAL
5,825
BE THE MATCH FOUNDATION
500 NORTH 5TH STREET
MINNEAPOLIS
,
MN
55401
NONE
PC
GENERAL
3,300
BECKET-CHIMNEY CORNERS YMCA
748 HAMILTON RD
BECKET
,
MA
01223
NONE
PC
GENERAL
750
BEST BUDDIES INTERNATIONAL INC
100 SE 2ND ST 2200
MIAMI
,
FL
33131
NONE
PC
GENERAL
9,123
CANINE THERAPY CORPS INC
1700 W IRVING PARK RD STE 311
CHICAGO
,
IL
606132462
NONE
PC
GENERAL
1,000
CATALYST SCHOOLS
6727 S CALIFORNIA AVE
CHICAGO
,
IL
60629
NONE
PC
EDUCATION
1,500
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LASALLE STREET
CHICAGO
,
IL
60654
NONE
PC
EDUCATION
1,050
CATHOLIC EDUCATION FOUNDATION OF THE DIOCESE OF JOLIET
16555 WEBER ROAD
CREST HILL
,
IL
60403
NONE
PC
EDUCATION
3,000
CENTRE FOR EFFECTIVE ALTRUISM USA INC
2054 UNIVERSITY AVE SUITE 300
BERKELEY
,
CA
94704
NONE
PC
GENERAL
7,500
CHAVEZ ELEMENTARY SCHOOL
4747 S MARSHFIELD AVE
CHICAGO
,
IL
60609
NONE
GOV
EDUCATION
50,000
CHICAGO ACADEMY OF SCIENCES
2430 NORTH CANNON DRIVE
CHICAGO
,
IL
60614
NONE
PC
GENERAL
1,800
CHICAGO ARCHITECTURE FOUNDATION
111 E WACKER DRIVE SUITE 1321
CHICAGO
,
IL
60601
NONE
PC
GENERAL
110
CHICAGO BASEBALL AND EDUCATION ACADEMY
1074 W TAYLOR ST
CHICAGO
,
IL
60607
NONE
PC
GENERAL
70
CHICAGO CHARTER SCHOOL FOUNDATION
11 EAST ADAMS STE 600
CHICAGO
,
IL
60603
NONE
PC
EDUCATION
30,000
CHICAGO COALITION FOR THE HOMELESS
70 EAST LAKE STREET SUITE 720
CHICAGO
,
IL
60601
NONE
PC
GENERAL
100
CHICAGO HOPES FOR KIDS
641 W LAKE ST STE 200
CHICAGO
,
IL
60661
NONE
PC
EDUCATION
209
CHICAGO JESUIT ACADEMY
5058 W JACKSON BLVD
CHICAGO
,
IL
60644
NONE
PC
EDUCATION
20,000
CHICAGO LIGHTS
126 E CHESTNUT ST
CHICAGO
,
IL
60611
NONE
PC
GENERAL
800
CHICAGO PARK DISTRICT
541 N FAIRBANKS
CHICAGO
,
IL
60611
NONE
GOV
GENERAL
10,002
CHICAGO POLICE MEMORIAL FOUNDATION
1407 W WASHINGTON BLVD
CHICAGO
,
IL
60607
NONE
PC
GENERAL
50
CHICAGO PUBLIC MEDIA INC
848 E GRAND AVE NAVY PIER
CHICAGO
,
IL
60611
NONE
PC
GENERAL
480
CHICAGO PUBLIC SCHOOLS
42 W MADISON ST
CHICAGO
,
IL
60602
NONE
GOV
EDUCATION
480,000
CHICAGO RUN
3611 N KEDZIE AVE
CHICAGO
,
IL
606184513
NONE
PC
GENERAL
75,858
CHICAGO ZOOLOGICAL SOCIETY
3300 S GOLF RD
BROOKFIELD
,
IL
60513
NONE
PC
GENERAL
1,000
CHILD AND PET RELIEF FUND
4340 W 91ST PL
MERRILLVILLE
,
IN
464105955
NONE
PC
GENERAL
1,000
CHRISTOPHER HOUSE
5235 W BELDEN AVENUE
CHICAGO
,
IL
60639
NONE
PC
GENERAL
75,000
CONCORDIA PLACE
3300 N WHIPPLE ST
CHICAGO
,
IL
60618
NONE
PC
GENERAL
50,000
CONNOR HUNT MEMORIAL FOUNDATION
496 PRAIRIE KNOLL DRIVE
NAPERVILLE
,
IL
60565
NONE
PC
GENERAL
5,000
CORKERY ELEMENTARY SCHOOL
2510 S KILDARE AVE
CHICAGO
,
IL
60623
NONE
GOV
EDUCATION
33,000
CRADLES TO CRAYONS INC
155 N BEACON STREET
BOSTON
,
MA
02135
NONE
PC
GENERAL
2,100
CRESCENDO DETROIT
18696 CHERRYLAWN ST
DETROIT
,
MI
48221
NONE
PC
GENERAL
500
CROSSROADS FUND
3411 W DIVERSEY 20
CHICAGO
,
IL
60647
NONE
PC
GENERAL
1,000
CULINARY CARE
2052 N LARRABEE ST
CHICAGO
,
IL
60614
NONE
PC
GENERAL
7,500
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE STE 1100N
BETHESDA
,
MD
20814
NONE
PC
GENERAL
500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE
BOSTON
,
MA
02115
NONE
PC
GENERAL
100
DANIEL MURPHY SCHOLARSHIP FUND
309 WEST WASHINGTON SUITE 1250
CHICAGO
,
IL
60606
NONE
PC
EDUCATION
35,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE FL 2
NEW YORK
,
NY
100015029
NONE
PC
GENERAL
6,000
ECONOMIC OPPORTUNITY COMMISSION OF NASSAU COUNTY INC
134 JACKSON ST
HEMPSTEAD
,
NY
11550
NONE
PC
GENERAL
100
EDISON PARK ELEMENTARY FOUNDATION
6200 N OLCOTT AVENUE
CHICAGO
,
IL
60631
NONE
PC
EDUCATION
1,500
EDISON PARK ELEMENTARY SCHOOL
6220 N OLCOTT AVE
CHICAGO
,
IL
60631
NONE
GOV
EDUCATION
256
ELITE STARS FOUNDATION
1331 COLWYN DR
SCHAUMBURG
,
IL
60194
NONE
PC
GENERAL
550
EMBARC INC
PO BOX 221450
CHICAGO
,
IL
60622
NONE
PC
EDUCATION
352,500
ENLACE CHICAGO
2756 S HARDING AVE
CHICAGO
,
IL
60623
NONE
PC
GENERAL
45,000
EQUINE DREAMS
PO BOX 372
SANDWICH
,
IL
60548
NONE
PC
GENERAL
7,500
ERIE NEIGHBORHOOD HOUSE
1701 W SUPERIOR STREET
CHICAGO
,
IL
60622
NONE
PC
EDUCATION
50,000
FEED MY STARVING CHILDREN
401 93RD AVE NW
COON RAPIDS
,
MN
55433
NONE
PC
GENERAL
4,350
FIELD MUSEUM OF NATURAL HISTORY
1400 S LAKE SHORE DRIVE
CHICAGO
,
IL
60605
NONE
PC
GENERAL
251
FIRST ILLINOIS ROBOTICS
PO BOX 82
PROSPECT HTS
,
IL
60070
NONE
PC
GENERAL
3,800
FOREFRONT
208 SOUTH LASALLE
CHICAGO
,
IL
606041006
NONE
PC
GENERAL
34,150
FOUNDATIONS OF MUSIC
1801 W BELLE PLAINE AVE UNIT 206
CHICAGO
,
IL
60613
NONE
PC
GENERAL
20,000
FRIENDS OF PAYTON ASSOCIATION
1034 N WELLS ST
CHICAGO
,
IL
60610
NONE
PC
EDUCATION
500
GARFIELD PARK CONSERVATORY ALLIANCE
300 N CENTRAL PARK AVE
CHICAGO
,
IL
60624
NONE
PC
GENERAL
10,340
GEORGE WASHINGTON ELEMENTARY SCHOOL
3611 E 114TH ST
CHICAGO
,
IL
60617
NONE
GOV
GENERAL
39,000
GIGI'S PLAYHOUSE
2350 WEST HIGGINS ROAD
HOFFMAN ESTATES
,
IL
60169
NONE
PC
GENERAL
103
GIRLS ON THE RUN CHICAGO INC
1415 NORTH DAYTON STREET SUITE 112
CHICAGO
,
IL
60642
NONE
PC
GENERAL
4,586
GIVEWELL
182 HOWARD STREET 208
SAN FRANCISCO
,
CA
94105
NONE
PC
GENERAL
7,500
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE
CHICAGO
,
IL
606323920
NONE
PC
GENERAL
17,785
GREENHEART INTERNATIONAL
712 N WELLS
CHICAGO
,
IL
60654
NONE
PC
GENERAL
50,000
HAWTHORNE SCHOLASTIC ACADEMY PTA
3319 CLIFTON AVENUE
CHICAGO
,
IL
60657
NONE
PC
GENERAL
939
HEADSTRONG PROJECT INC
655 MADISON AVENUE 18TH FLOOR
NEW YORK
,
NY
10065
NONE
PC
GENERAL
11,227
HEALTHY SCHOOLS CAMPAIGN
175 N FRANKLIN
CHICAGO
,
IL
606061832
NONE
PC
GENERAL
75,000
HELEN KELLER INTERNATIONAL INC
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK
,
NY
10017
NONE
PC
GENERAL
3,300
ILLINOIS SPINA BIFIDA ASSOCIATION
2211 N OAK PARK AVE
CHICAGO
,
IL
60707
NONE
PC
GENERAL
7,000
IMENTOR
30 BROAD STREET 9TH FLOOR
NEW YORK
,
NY
10004
NONE
PC
EDUCATION
10,620
INNER CITY IMPACT
3327 W FULLERTON AVE
CHICAGO
,
IL
60647
NONE
PC
GENERAL
350
INTERNATIONAL JUSTICE MISSION
PO BOX 58147
WASHINGTON
,
DC
20037
NONE
PC
GENERAL
2,400
INTERNATIONAL RETT SYNDROME FOUNDATION
4600 DEVITT DRIVE
CINCINNATI
,
OH
45246
NONE
PC
GENERAL
35,450
ISLAMIC RELIEF USA
3655 WHEELER AVE
ALEXANDRIA
,
VA
22304
NONE
PC
GENERAL
2,980
KIDS FIRST CHICAGO FOR EDUCATION
21 S CLARK ST STE 4301
CHICAGO
,
IL
60603
NONE
PC
EDUCATION
100,000
LAKEVIEW PANTRY
3945 NORTH SHERIDAN ROAD
CHICAGO
,
IL
60613
NONE
PC
GENERAL
1,100
LATINOS PROGRESANDO
3047 W CERMAK RD
CHICAGO
,
IL
606233421
NONE
PC
GENERAL
100
LEELANAU CONSERVANCY
PO BOX 1007 105 N FIRST ST
LELAND
,
MI
49654
NONE
PC
GENERAL
50
LESLIE AND ROSALIE ANIXTER CENTER
6610 N CLARK STREET
CHICAGO
,
IL
60626
NONE
PC
GENERAL
5,000
LET ME RUN INC
4400 PARK ROAD SUITE 300
CHARLOTTE
,
NC
28209
NONE
PC
GENERAL
53
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK
,
NY
10573
NONE
PC
GENERAL
450
LEUKEMIA RESEARCH FOUNDATION
191 WAUKEGAN ROAD SUITE 105
NORTHFIELD
,
IL
60093
NONE
PC
GENERAL
106
LIFETOWN INC
10 MICROLAB RD
LIVINGSTON
,
NJ
070391602
NONE
PC
GENERAL
250
LINCOLN PARK ZOO
2001 NORTH CLARK STREET
CHICAGO
,
IL
60614
NONE
PC
GENERAL
365
LOCAL DEVELOPMENT CATALYST NETWORK
21 WORTHERN RD
LEXINGTON
,
MA
024214835
NONE
PC
GENERAL
10,000
MAKE THE ROAD NEW YORK
301 GROVE ST
BROOKLYN
,
NY
11237
NONE
PC
GENERAL
108
MARCH OF DIMES
1550 CRYSTAL DR SUITE 1300
ARLINGTON
,
VT
22202
NONE
PC
GENERAL
237
MARILLAC ST VINCENT FAMILY SERVICES INC
PO BOX 14699
CHICAGO
,
IL
606148521
NONE
PC
EDUCATION
60,000
MATANYA'S HOPE
PO BOX 562
HOMEWOOD
,
IL
60430
NONE
PC
GENERAL
180
MEMBERS HANDICAPPED CHILDREN'S FUND
200 WEST ST
NEW YORK
,
NY
10282
NONE
PC
GENERAL
6,700
MEMORIAL SLOAN KETTERING CANCER CENTER
P O BOX 27106 GIFT ADMINISTRATION
DONOR SERVICES
NEW YORK
,
NY
10087
NONE
PC
GENERAL
1,500
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN 10TH FLOOR
CHICAGO
,
IL
60602
NONE
PC
EDUCATION
50,000
MIKVA CHALLENGE GRANT FOUNDATION INC
200 S MICHIGAN AVE STE 1000
CHICAGO
,
IL
60604
NONE
PC
EDUCATION
100
MINDS MATTER
PO BOX 3149
CHICAGO
,
IL
60654
NONE
PC
GENERAL
11,570
MOVEMBER FOUNDATION
PO BOX 1595
CULVER CITY
,
CA
90232
NONE
PC
GENERAL
103
MULLIGANEERS
6340 TREMONT ST
WILLOWBROOK
,
IL
605275476
NONE
PC
GENERAL
6,000
MUNDO DE TALENTOS
CALLE GUADALUPE VICTORIA 13
INTERIOR 5 BARRIO LA MERCED
SAN CRISTBAL DE LAS CASAS
,
CHIAPAS
CP 29260
MX
NONE
NC
GENERAL
29,000
MUSEUM OF SCIENCE AND INDUSTRY
5700 SOUTH LAKE SHORE DRIVE
CHICAGO
,
IL
60637
NONE
PC
GENERAL
495
MUSIC ON A MISSION INC
31950 KREBS RD
AVON LAKE
,
OH
440122732
NONE
PC
GENERAL
1,025
MYHEALTHED INC
223 KIRKWOOD DR
CHAPEL HILL
,
NC
275145137
NONE
PC
GENERAL
109
NATIONAL MS SOCIETY
733 THIRD AVENUE 3RD FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL
8,175
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE 3RD FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL
1,000
NATIONS MINISTRY CENTER
PO BOX 128154
NASHVILLE
,
TN
372128154
NONE
PC
GENERAL
2,500
NAVY SEAL FOUNDATION
1619 D STREET
VIRGINIA BEACH
,
VA
23459
NONE
PC
GENERAL
1,100
NEST INC
501 5TH AVENUE 1608
NEW YORK
,
NY
10017
NONE
PC
GENERAL
5,000
NETHERLANDS CONSULATE GENERAL
303 E WACKER DR STE 2600
CHICAGO
,
IL
60601
NONE
GOV
GENERAL
1,500
NETWORK FOR GOOD INC
1140 CONNECTICUT AVE NW STE 700
WASHINGTON
,
DC
20036
NONE
PC
GENERAL
22,282
NEW LIFE CENTERS OF CHICAGOLAND NFP
4101 W 51ST ST
CHICAGO
,
IL
60632
NONE
PC
GENERAL
23,500
NEW MOMS INC
5317 WEST CHICAGO AVENUE
CHICAGO
,
IL
60651
NONE
PC
GENERAL
75,000
NEW YORK ROAD RUNNERS INC
156 WEST 56TH STREET 3RD FLOOR
NEW YORK
,
NY
10019
NONE
PC
GENERAL
2,280
NORTHWESTERN UNIVERSITY SETTLEMENT
1400 W AUGUSTA BLVD
CHICAGO
,
IL
60642
NONE
PC
GENERAL
350,476
NOVA UKRAINE
125 UNIVERSITY AVE STE 230
PALO ALTO
,
CA
94301
NONE
PC
GENERAL
1,000
OAK PARK ELEMENTARY SCHOOL DISTRICT 97
260 MADISON STREET
OAK PARK
,
IL
60302
NONE
GOV
EDUCATION
100
OCEAN CLEANUP NORTH PACIFIC FOUNDATION
8 WEST 40TH STREET 12TH FLOOR
NEW YORK
,
NY
100182307
NONE
PC
GENERAL
125,000
OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVE
COLUMBUS
,
OH
432213919
NONE
PC
GENERAL
100
ONE GENERATION ALLIANCE
PO BOX 783
YORBA LINDA
,
CA
92885
NONE
PC
GENERAL
3,170
ONE TAIL AT A TIME NFP
2144 N WOOD ST
CHICAGO
,
IL
606143923
NONE
PC
GENERAL
4,785
ONWARD NEIGHBORHOOD HOUSE
5423 W DIVERSEY AVE
CHICAGO
,
IL
60639
NONE
PC
EDUCATION
52,500
PAN-MASSACHUSETTS CHALLENGE TRUST
77 FOURTH AVE
NEEDHAM
,
MA
02494
NONE
PC
GENERAL
307
PARK WEST COOPERATIVE DAY SCHOOL
2335 N ORCHARD ST
CHICAGO
,
IL
606143355
NONE
PC
GENERAL
2,000
PARTNERSHIP FOR COLLEGE COMPLETION
332 S MICHIGAN AVENUE 9TH FLOOR
CHICAGO
,
IL
60604
NONE
PC
EDUCATION
10,000
PAWS CHICAGO
1933 N MARCEY
CHICAGO
,
IL
60614
NONE
PC
GENERAL
500
PAYPAL CHARITABLE GIVING FUND
1250 I STREET NW SUITE 1202
WASHINGTON
,
DC
20005
NONE
PC
GENERAL
3,950
PETERSON GARDEN PROJECT
4750 N SHERIDAN RD STE 200
CHICAGO
,
IL
606407512
NONE
PC
GENERAL
5,200
PIETRO'S FIGHT INC
50 BLACKHORSE CT
STATEN ISLAND
,
NY
10306
NONE
PC
GENERAL
1,822
PLAYWORKS
638 3RD ST
OAKLAND
,
CA
94607
NONE
PC
GENERAL
30,000
POP EARTH CORPORATION
32 BOND STREET
WESTBURY
,
NY
11590
NONE
PC
GENERAL
10,000
QUEST ACADEMY
500 N BENTON ST
PALATINE
,
IL
600673564
NONE
PC
GENERAL
6,350
READING IN MOTION
65 EAST WACKER PLACE SUITE 305
CHICAGO
,
IL
60601
NONE
PC
GENERAL
500
RELAY IOWA INC
1613 NW 92ND ST
CLIVE
,
IA
50325
NONE
PC
GENERAL
20,216
RISING GROUND
463 HAWTHORNE AVE
YONKERS
,
NY
107053441
NONE
PC
GENERAL
2,400
ROGERS PARK MONTESSORI SCHOOL
1800 W BALMORAL AVE
CHICAGO
,
IL
60640
NONE
PC
GENERAL
500
ROHINGYA CULTURAL CENTER
2740 W DEVON AVE
CHICAGO
,
IL
606591711
NONE
PC
GENERAL
1,575
RONALD MCDONALD HOUSE CHARITIES
ONE KROC DRIVE
OAK BROOK
,
IL
60523
NONE
PC
GENERAL
100
ROOM TO READ
465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO
,
CA
94104
NONE
PC
EDUCATION
624,500
SAGA EDUCATION
PO BOX 752
STRATFORD
,
CT
06615
NONE
PC
EDUCATION
100,000
SARAH E GOODE STEM ACADEMY
7651 S HOMAN AVE
CHICAGO
,
IL
60652
NONE
GOV
EDUCATION
56,500
SHARE OUR STRENGTH
1030 15TH STREET NW SUITE 1100W
WASHINGTON
,
DC
20005
NONE
PC
GENERAL
50
SHEDD AQUARIUM
1200 SOUTH LAKE SHORE DRIVE
CHICAGO
,
IL
60605
NONE
PC
GENERAL
301
SHIRLEY RYAN ABILITYLAB
355 E ERIE ST
CHICAGO
,
IL
606113167
NONE
PC
GENERAL
16,900
SOS CHILDREN'S VILLAGES ILLINOIS
216 WEST JACKSON BOULEVARD SUITE
925
CHICAGO
,
IL
60606
NONE
PC
GENERAL
3,750
SPECIAL OLYMPICS CHICAGO
2 EAST 8TH STREET
CHICAGO
,
IL
60605
NONE
PC
GENERAL
2,196
SPECIAL OLYMPICS ILLINOIS
605 EAST WILLOW STREET
NORMAL
,
IL
61761
NONE
PC
GENERAL
300
SPECIAL OLYMPICS NEW JERSEY
1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE
,
NJ
08648
NONE
PC
GENERAL
50
ST BALDRICKS FOUNDATION
1333 SOUTH MAYFLOWER AVENUE SUITE
400
MONROVIA
,
CA
91016
NONE
PC
GENERAL
25
ST FRANCIS XAVIER SCHOOL
145 N WAIOLA AVE
LA GRANGE
,
IL
60525
NONE
PC
GENERAL
10,000
STAC SCHOLARSHIP FUND
4210 W IRVING PARK RD
CHICAGO
,
IL
606412935
NONE
PC
GENERAL
6,675
STRONG TOWNS
1511 NORTHERN PACIFIC RD ROOM 206
BRAINERD
,
MS
564012687
NONE
PC
GENERAL
500
SUDAN RELIEF FUND
PO BOX 7084
MERRIFFIELD
,
VA
22116
NONE
PC
GENERAL
50
SUSAN G KOMEN FOR THE CURE
5005 LBJ FREEWAY SUITE 250
DALLAS
,
TX
75244
NONE
PC
GENERAL
515
TAP CANCER OUT INC
2 ENTERPRISE DR STE 307
SHELTON
,
CT
064844656
NONE
PC
GENERAL
105
TEACHERS SUPPORTING TEACHERS
5230 N KENMORE AVE UNIT 2A
CHICAGO
,
IL
60640
NONE
PC
GENERAL
194,036
TFK CHICAGO VOYAGERS
1333 N HALSTED ST 1N
CHICAGO
,
IL
60642
NONE
PC
EDUCATION
2,220
THE CHICAGO SCHOLARS FOUNDATION
247 SOUTH STATE STREET SUITE 700
CHICAGO
,
IL
60604
NONE
PC
EDUCATION
600
THE LIFE RAFT GROUP
US HIGHWAY 46 WEST SUITE 202
WAYNE
,
NJ
074700000
NONE
PC
GENERAL
5,000
THE NIGHT MINISTRY
4711 NORTH RAVENSWOOD AVENUE
CHICAGO
,
IL
60640
NONE
PC
GENERAL
1,936
TO GIVE HOPE
648 GARDENIA AVE
PLACENTIA
,
CA
92870
NONE
PC
GENERAL
2,345
TUBEROUS SCLEROSIS ALLIANCE
801 ROEDER ROAD SUITE 750
SILVER SPRING
,
MD
20910
NONE
PC
GENERAL
100
TURKISH PHILANTHROPY FUNDS INC
120 W 23RD ST 5TH FL
NEW YORK
,
NY
100112473
NONE
PC
GENERAL
7,500
UNICEF USA
125 MAIDEN LANE
NEW YORK
,
NY
10038
NONE
PC
GENERAL
1,000
UNITED NATIONS FOUNDATION
1750 PENNSYLVANIA AVENUE NW SUITE
300
WASHINGTON
,
DC
20006
NONE
PC
GENERAL
150
UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH ST NE
WASHINGTON
,
DC
20017
NONE
PC
GENERAL
2,100
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREEN STREET
URBANA
,
IL
618012900
NONE
PC
GENERAL
15,500
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250
AUSTIN
,
TX
78767
NONE
PC
GENERAL
100
UNIVERSITY SCHOOL OF NASHVILLE
2000 EDGEVILLE AVE
NASHVILLE
,
TN
372122116
NONE
PC
GENERAL
500
URBAN INITIATIVES INC
650 W LAKE ST SUITE 340
CHICAGO
,
IL
60661
NONE
PC
EDUCATION
285,189
URBAN PREP ACADEMIES
420 N WABASH AVE 203
CHICAGO
,
IL
60611
NONE
PC
EDUCATION
40,500
VOCEL
933 N HERMITAGE
CHICAGO
,
IL
60622
NONE
PC
GENERAL
85,100
WELL OF MERCY
6339 N FAIRFIELD AVE
CHICAGO
,
IL
60659
NONE
PC
GENERAL
1,000
WEST SUBURBAN HUMANE SOCIETY
1901 OGDEN AVE
DOWNERS GROVE
,
IL
605152623
NONE
PC
GENERAL
1,077
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY STREET FLOOR 6
SAN FRANCISCO
,
CA
94105
NONE
PC
GENERAL
4,100
WORKING IN THE SCHOOLS
641 W LAKE ST 200
CHICAGO
,
IL
60661
NONE
PC
EDUCATION
7,500
WORLD VISION
34834 WEYERHAEUSER WAY S
FEDERAL WAY
,
WA
98001
NONE
PC
GENERAL
50
WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON
,
DC
20037
NONE
PC
GENERAL
9,800
WORLDCHICAGO
309 W WASHINGTON ST
CHICAGO
,
IL
60606
NONE
PC
GENERAL
1,800
WRIGHT-WAY RESCUE
5915 LINCOLN AVENUE
MORTON GROVE
,
IL
60053
NONE
PC
GENERAL
100
YEAR UP INC
45 MILK STREET 9TH FLOOR
BOSTON
,
MA
02109
NONE
PC
GENERAL
31,520
YMCA OF METROPOLITAN CHICAGO
1030 WEST VAN BUREN STREET
CHICAGO
,
IL
60607
NONE
PC
GENERAL
50
YOUTH VILLAGES
3320 BROTHER BLVD
MEMPHIS
,
TN
38133
NONE
PC
GENERAL
1,000
Total
.................................
3a
4,529,428
b
Approved for future payment
ADVANCE ILLINOIS
303 E WACKER DR STE 1925
CHICAGO
,
IL
60601
NONE
PC
EDUCATION
100,000
CHICAGO RUN
3611 N KEDZIE AVE
CHICAGO
,
IL
606184513
NONE
PC
GENERAL
75,000
CONCORDIA PLACE
3300 N WHIPPLE ST
CHICAGO
,
IL
60618
NONE
PC
GENERAL
100,000
ERIE NEIGHBORHOOD HOUSE
1701 W SUPERIOR STREET
CHICAGO
,
IL
60622
NONE
PC
EDUCATION
100,000
HEALTHY SCHOOLS CAMPAIGN
175 N FRANKLIN
CHICAGO
,
IL
606061832
NONE
PC
GENERAL
75,000
KIDS FIRST CHICAGO FOR EDUCATION
21 S CLARK ST STE 4301
CHICAGO
,
IL
60603
NONE
PC
EDUCATION
100,000
MARILLAC ST VINCENT FAMILY SERVICES INC
PO BOX 14699
CHICAGO
,
IL
606148521
NONE
PC
EDUCATION
100,000
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN 10TH FLOOR
CHICAGO
,
IL
60602
NONE
PC
EDUCATION
100,000
NEW MOMS INC
5317 WEST CHICAGO AVENUE
CHICAGO
,
IL
60651
NONE
PC
GENERAL
75,000
PARTNERSHIP FOR COLLEGE COMPLETION
332 S MICHIGAN AVENUE 9TH FLOOR
CHICAGO
,
IL
60604
NONE
PC
EDUCATION
20,000
PLAYWORKS
638 3RD ST
OAKLAND
,
CA
94607
NONE
PC
GENERAL
50,000
ROOM TO READ
465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO
,
CA
94104
NONE
PC
EDUCATION
193,000
VOCEL
933 N HERMITAGE
CHICAGO
,
IL
60622
NONE
PC
GENERAL
150,000
Total
.................................
3b
1,238,000
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
527,799
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
207,707
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)
..
0
735,506
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
735,506
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description