-
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
The Coleman Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)
651 W Washington Blvd No 306
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago
,
IL
606612134
A Employer identification number
36-3025967
B
Telephone number (see instructions)
(312) 902-7120
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)
$
190,893,714
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)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
4,571,911
4,571,911
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
8,994,796
b
Gross sales price for all assets on line 6a
51,651,752
7
Capital gain net income (from Part IV, line 2)
...
8,994,796
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)
.......
863,573
852,549
12
Total.
Add lines 1 through 11
........
14,430,280
14,419,256
13
Compensation of officers, directors, trustees, etc.
523,960
82,932
441,028
14
Other employee salaries and wages
......
431,311
0
336,427
15
Pension plans, employee benefits
.......
268,552
11,009
252,323
16a
Legal fees (attach schedule)
.........
37,905
0
27,905
b
Accounting fees (attach schedule)
.......
284,447
0
320,510
c
Other professional fees (attach schedule)
....
893,239
821,089
103,050
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
318,541
0
0
19
Depreciation (attach schedule) and depletion
...
8,216
651
20
Occupancy
..............
108,981
8,640
108,908
21
Travel, conferences, and meetings
.......
17,980
0
17,787
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
331,815
4,249
347,329
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,224,947
928,570
1,955,267
25
Contributions, gifts, grants paid
.......
10,538,933
8,554,133
26
Total expenses and disbursements.
Add lines 24 and 25
13,763,880
928,570
10,509,400
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
666,400
b
Net investment income
(if negative, enter -0-)
13,490,686
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
956,281
215,574
215,574
2
Savings and temporary cash investments
.........
4,399,478
4,456,446
4,456,446
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
..........
82,222
67,691
67,691
10a
Investments—U.S. and state government obligations (attach schedule)
14,925,935
19,372,708
19,372,708
b
Investments—corporate stock (attach schedule)
.......
103,401,054
123,122,986
123,122,986
c
Investments—corporate bonds (attach schedule)
.......
24,848,694
25,877,300
25,877,300
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
15,664,687
17,302,449
17,302,449
14
Land, buildings, and equipment: basis
140,268
Less: accumulated depreciation (attach schedule)
77,893
36,324
62,375
62,375
15
Other assets (describe
)
365,967
416,185
416,185
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
164,680,642
190,893,714
190,893,714
17
Accounts payable and accrued expenses
..........
221,501
322,710
18
Grants payable
.................
3,449,878
5,416,178
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
)
396,580
604,623
23
Total liabilities
(add lines 17 through 22)
.........
4,067,959
6,343,511
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
........
160,612,683
184,550,203
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
160,612,683
184,550,203
30
Total liabilities and net assets/fund balances
(see instructions)
.
164,680,642
190,893,714
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
160,612,683
2
Enter amount from Part I, line 27a
.....................
2
666,400
3
Other increases not included in line 2 (itemize)
3
23,271,120
4
Add lines 1, 2, and 3
..........................
4
184,550,203
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
184,550,203
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 Securites
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
51,651,752
42,656,956
8,994,796
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
8,994,796
b
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
8,994,796
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
8,746,392
179,605,347
0.048698
2017
7,770,792
172,781,837
0.044975
2016
8,366,686
158,489,728
0.052790
2015
7,494,096
165,616,098
0.045250
2014
8,269,463
164,931,618
0.050139
2
Total
of line 1, column (d)
.....................
2
0.241852
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
0.048370
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
178,534,382
5
Multiply line 4 by line 3
......................
5
8,635,708
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
134,907
7
Add lines 5 and 6
........................
7
8,770,615
8
Enter qualifying distributions from Part XII, line 4
,.............
8
10,543,668
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
134,907
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
134,907
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
134,907
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
105,960
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
105,960
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
37
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
28,984
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
www.colemanfoundation.org
14
The books are in care of
Michael W Hennessy
Telephone no.
(312) 902-7120
Located at
651 W Washington Blvd No 306
Chicago
IL
ZIP+4
606612134
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
Yes
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
Michael W Hennessy
President & CEO
45.00
282,929
41,813
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
R Michael Furlong
Chairman & Director
6.00
40,000
0
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Trevor C Davies
Treasurer & Director (until 5/19)
40.00
73,280
11,155
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Daniel B Wanzenberg
Treasurer & Director
6.00
60,000
0
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Esther Barron
Director
6.00
32,000
0
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Alison Fitzgerald
Director
6.00
35,750
0
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
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
Rosa Berardi
Senior Program Offic
40.00
118,557
130,268
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Clark A McCain
Senior Program Offic
40.00
144,773
21,686
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
Elizabeth M Torres
Grants Manager
40.00
86,480
12,958
0
651 W Washington Blvd Ste 306
Chicago
,
IL
60661
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
Clifford Financial Consulting Inc
Interim CFO
258,138
5237 North Glenwood Avenue
Chicago
,
IL
60640
Dana Investment Advisors
Investment Management
240,233
15800 W Bluemound Rd Ste 250
Brookfield
,
WI
53005
WCM Investment Managment
Investment Management
153,151
281 Brooks Street
Laguna Beach
,
CA
92651
Pinnacle Associates Ltd
Investment Management
134,556
335 Madison Avenue 11th Floor
New York
,
NY
10017
Amdur Spitz and Associates Inc
Communications and Public Relations
122,789
135 South LaSalle Street Suite 2000
Chicago
,
IL
60603
Total
number of others receiving over $50,000 for professional services
.............
4
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
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
179,437,569
b
Average of monthly cash balances
.......................
1b
1,810,611
c
Fair market value of all other assets (see instructions)
................
1c
5,000
d
Total
(add lines 1a, b, and c)
.........................
1d
181,253,180
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
181,253,180
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
2,718,798
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
178,534,382
6
Minimum investment return.
Enter 5% of line 5
..................
6
8,926,719
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
8,926,719
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
134,907
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
1,516
c
Add lines 2a and 2b
............................
2c
136,423
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
8,790,296
4
Recoveries of amounts treated as qualifying distributions
................
4
18,500
5
Add lines 3 and 4
............................
5
8,808,796
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
8,808,796
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
10,509,400
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
34,268
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
10,543,668
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
134,907
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
10,408,761
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
8,808,796
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
7,546,313
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
10,543,668
a
Applied to 2018, but not more than line 2a
7,546,313
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
.....
2,997,355
e
Remaining amount distributed out of corpus
0
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
0
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
..........
5,811,441
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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 e-mail address of the person to whom applications should be addressed:
The Coleman Foundation Inc
651 W Washington Blvd 306
Chicago
,
IL
60661
(312) 902-7120
grants@colemanfoundation.org
b
The form in which applications should be submitted and information and materials they should include:
We invite organizations who share the Foundation's goals to submit an initial approach through a concise letter of inquiry (LOI), including: - A brief description of the organization - A synopsis of the program to be proposed - A clear statement of program/grant objectives and how they will be evaluated - An estimate of the size grant to be proposed or range of proposed funding - A statement of how the program/project will be sustained following the grant period - Contact name and information, including the e-mail address of the project manager for further communication
c
Any submission deadlines:
The Foundation accepts letters of inquiry throughout the calendar year.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants are made only to organizations that are certified by the Internal Revenue Service (IRS) as tax exempt, non-profit organizations, 501(c)(3) or 509(a)(1), and that are not private foundations. No grants can be made to individuals. The Foundation's primary geographic focus is the Chicago metropolitan area. Only programs within the United States will be considered, which excludes all international programs. For more information please visit www.ColemanFoundation.org
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 Safe Haven Foundation
2750 West Roosevelt Road
Chicago
,
IL
60608
PC
Program Support
100,000
A Silver Lining Foundation
134 North LaSalle Street Suite 1218
Chicago
,
IL
60602
PC
Program Support
15,000
Accion Chicago
135 North Kedzie Avenue
Chicago
,
IL
60612
PC
Salary Support
125,000
Ada S McKinley Community Services Inc
1359 West Washington Boulevard
Chicago
,
IL
60607
PC
Program Support
85,000
Advocate Health and Hospital Corporation
3075 Highland Parkway Suite 600
Downers Grove
,
IL
60515
PC
Program Support
100,000
ALAS-WINGS
3023 N Clark Street Suite 613
Chicago
,
IL
60657
PC
Program Support
10,000
Almost Home Kids
7 S 721 Route 53
Naperville
,
IL
60540
PC
Program Support
150,000
Almost Home Kids
7 S 721 Route 53
Naperville
,
IL
60540
PC
General Operating
7,000
Anixter Center
6610 North Clark Street
Chicago
,
IL
60626
PC
Capital Support
15,000
Ann & Robert H Lurie Children's Hospital of Chicago
225 East Chicago Avenue
Chicago
,
IL
60611
PC
Program Support
8,000
Arts Alliance Illinois
70 East Lake Street Suite 420
Chicago
,
IL
60601
PC
Program Support
247,000
Aspire
9901 Derby Lane
Westchester
,
IL
60154
PC
Salary Support
23,500
Aspire
9901 Derby Lane
Westchester
,
IL
60154
PC
General Operating
10,000
Aspire
9901 Derby Lane
Westchester
,
IL
60154
PC
Program Support
233,353
Association for Individual Development (AID)
309 West New Indian Trail Court
Aurora
,
IL
60506
PC
General Operating
9,625
Avenues to Independence
515 Busse Highway
Park Ridge
,
IL
60068
PC
Capital Support
50,000
Avenues to Independence
515 Busse Highway
Park Ridge
,
IL
60068
PC
General Operating
10,000
Barbara Olson Center of Hope
3206 North Central Avenue
Rockford
,
IL
61101
PC
General Operating
8,400
Blue Cap
2155 Broadway Street
Blue Island
,
IL
60406
PC
General Operating
10,000
Blue Cap
2155 Broadway Street
Blue Island
,
IL
60406
PC
Capital Support
50,000
Cal's All Star Angel Foundation Inc
2422 West Main Street Unit 3B
St Charles
,
IL
60175
PC
Program Support
20,000
Camp Kesem National
10586 West Pico Boulevard 196
Los Angeles
,
CA
90064
PC
Program Support
20,000
Cancer Support Center
2028 Elm Road
Homewood
,
IL
60430
PC
General Operating
10,000
Cancer Wellness Center
215 Revere Drive
Northbrook
,
IL
60062
PC
General Operating
10,000
Center for Enriched Living
280 Saunders Road
Riverwoods
,
IL
60015
PC
General Operating
10,000
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100
Countryside
,
IL
60525
PC
Program Support
107,500
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100
Countryside
,
IL
60525
PC
Capital Support
75,750
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100
Countryside
,
IL
60525
PC
General Operating
9,800
Center for Independent Futures
1015 Davis Street
Evanston
,
IL
60201
PC
General Operating
10,000
Chicago Artists Coalition
2130 West Fulton Street
Chicago
,
IL
60612
PC
General Operating
10,000
Chicago Community Foundation
225 N Michigan Ave 2200
Chicago
,
IL
60601
PC
Program Support
500,000
Chicago Horticultural Society
1000 Lake Cook Road
Glenview
,
IL
60022
PC
Program Support
60,000
Chicago Neighborhood Initiatives
1000 East 111th Street
Chicago
,
IL
60628
PC
Program Support
25,000
Chicago Urban League
4510 South Michigan Avenue
Chicago
,
IL
60653
PC
Program Support
100,000
Children Oncology Services Inc
213 West Institute Place Suite 306
Chicago
,
IL
60610
PC
Program Support
25,000
Clearbrook
1835 West Central Road
Arlington Heights
,
IL
60005
PC
Program Support
20,000
Clearbrook
1835 West Central Road
Arlington Heights
,
IL
60005
PC
General Operating
10,000
Community Unit School District 300
2550 Harnish Drive
Algonquin
,
IL
60102
GOV
Capital Support
15,000
Cornerstone Services Inc
777 Joyce Road
Joliet
,
IL
60436
PC
General Operating
10,000
CTF Illinois
Corporate Office 18230 Orland
Parkway
Orland Park
,
IL
60462
PC
Program Support
10,000
CTF Illinois
Corporate Office 18230 Orland
Parkway
Orland Park
,
IL
60462
PC
General Operating
4,200
Culinary Care
2023 W Saint Paul Avenue Apt 3
Chicago
,
IL
60647
PC
Program Support
15,000
DePaul University
1 East Jackson Boulevard
Chicago
,
IL
60604
PC
Research
50,000
Designs For Dignity
445 North Wells Street Suite 402
Chicago
,
IL
60654
PC
General Operating
5,075
Designs For Dignity
445 North Wells Street Suite 402
Chicago
,
IL
60654
PC
Capital Support
125,000
Designs For Dignity
445 North Wells Street Suite 402
Chicago
,
IL
60654
PC
Capital Support
52,500
Donka Inc
400 North County Farm Road
Wheaton
,
IL
60187
PC
General Operating
1,400
Easterseals Joliet Region Inc
212 Barney Drive
Joliet
,
IL
60435
PC
Salary Support
100,000
Easterseals Joliet Region Inc
212 Barney Drive
Joliet
,
IL
60435
PC
Salary Support
15,000
Easterseals Metropolitan Chicago
1939 West 13th Street Suite 300
Chicago
,
IL
60608
PC
General Operating
10,000
Economic Awareness Council
703 South Stough Street
Hinsdale
,
IL
60521
PC
General Operating
5,600
Elim Christian Services
13020 South Central Avenue
Crestwood
,
IL
60418
PC
General Operating
10,000
Empowering Gardens Inc
624 North Lombard
Oak Park
,
IL
60302
PC
General Operating
10,000
Envision Unlimited
8 South Michigan Avenue Suite 1700
Chicago
,
IL
60603
PC
Program Support
10,000
Envision Unlimited
8 South Michigan Avenue Suite 1700
Chicago
,
IL
60603
PC
General Operating
10,000
Envision Unlimited
8 South Michigan Avenue Suite 1700
Chicago
,
IL
60603
PC
Program Support
400,000
Esperanza Community Services
520 North Marshfield Avenue
Chicago
,
IL
60622
PC
General Operating
4,900
Exponent Philanthropy
PO Box 65607
Washington
,
DC
20035
PC
Program Support
3,250
Far South Community Development Corporation
9923 South Halsted Street Suite D
Chicago
,
IL
60628
PC
Program Support
125,000
Forefront
208 South LaSalle Street Suite 1540
Chicago
,
IL
60604
PC
Program Support
16,134
Fox Valley Hands of Hope
200 Whitfield Drive
Geneva
,
IL
60134
PC
General Operating
3,850
Future Founders Foundation
222 W Merchandise Mart Plaza Suite
1212
Chicago
,
IL
60654
PC
Program Support
213,500
Future Founders Foundation
222 W Merchandise Mart Plaza Suite
1212
Chicago
,
IL
60654
PC
General Operating
5,075
Gateway to Learning Special Education and Training Center
4925 North Lincoln Avenue
Chicago
,
IL
60625
PC
General Operating
10,000
Gateway to Learning Special Education and Training Center
4925 North Lincoln Avenue
Chicago
,
IL
60625
PC
Program Support
69,044
GiGi's Playhouse
National Office 2350 West Higgins
Road
Hoffman Estates
,
IL
60169
PC
Program Support
40,000
Gilda's Club Chicago
537 North Wells Street
Chicago
,
IL
60611
PC
General Operating
8,750
Good Shepherd Manor
PO Box 260
Momence
,
IL
60954
PC
General Operating
10,000
Have Dreams
2020 Dempster Avenue
Evanston
,
IL
60202
PC
Salary Support
21,000
Have Dreams
2020 Dempster Avenue
Evanston
,
IL
60202
PC
General Operating
10,000
Helping Hand Center
9649 West 55th Street
Countryside
,
IL
60525
PC
General Operating
10,000
Home of Hope Cancer Wellness Center
1637 Plock Road
Dixon
,
IL
61021
PC
General Operating
4,550
Home of Hope Cancer Wellness Center
1637 Plock Road
Dixon
,
IL
61021
PC
Program Support
20,000
Huntley Community School District 158
650 Dr John Burkey Drive
Algonquin
,
IL
60102
GOV
Capital Support
15,000
IMD Guest House Foundation
1933 West Polk Street 214
Chicago
,
IL
60612
PC
Program Support
20,000
Imerman Angels
205 West Randolph Street 19th Floor
Chicago
,
IL
60606
PC
General Operating
6,825
Imerman Angels
205 West Randolph Street 19th Floor
Chicago
,
IL
60606
PC
Program Support
20,000
Initiative for a Competitive Inner City (ICIC)
56 Warren Street Suite 300
Roxbury
,
MA
02119
PC
Program Support
50,000
Jesse Brown VA Medical Center
820 South Damen Avenue
Chicago
,
IL
60612
PC
Program Support
20,000
Jewish Child & Family Services
3145 West Pratt Blvd
Chicago
,
IL
60045
PC
Program Support
10,000
Johnsburg Community Unit School District #12
2222 West Church Street
Johnsburg
,
IL
60051
GOV
Capital Support
15,000
JourneyCare Foundation
2050 Claire Court
Glenview
,
IL
60025
PC
General Operating
10,000
JourneyCare Foundation
2050 Claire Court
Glenview
,
IL
60025
PC
Program Support
166,000
La Rabida Children's Hospital
6501 South Promontory Drive
Chicago
,
IL
60649
PC
Program Support
100,000
L'Arche Chicago
7313 Madison Street
Forest Park
,
IL
60130
PC
General Operating
5,000
Latino Alzheimer's & Memory Disorders Alliance (LAMDA)
6112 West Cermak Road
Cicero
,
IL
60804
PC
General Operating
10,000
Lemons of Love
433 East Golf Road
Des Plaines
,
IL
60016
PC
Program Support
25,000
Leukemia and Lymphoma Society - Illinois Chapter
954 West Washington Boulevard Suite
305
Chicago
,
IL
60607
PC
General Operating
10,000
Leukemia Research Foundation
191 Waukegan Road Suite 105
Northfield
,
IL
60093
PC
General Operating
10,000
Leyden High School District 212
3400 Rose Street
Franklin Park
,
IL
60131
GOV
Capital Support
20,000
LISC Chicago
10 South Riverside Plaza Suite 1700
Chicago
,
IL
60606
PC
Program Support
100,000
Little City Foundation
1760 West Algonquin Road
Palatine
,
IL
60067
PC
General Operating
10,000
LivingWell Cancer Resource Center
442 Williamsburg Avenue
Geneva
,
IL
60134
PC
General Operating
700
Loyola University Medical Center
2160 South First Avenue
Maywood
,
IL
60153
PC
Program Support
20,000
Lyons Township High School District 204
100 South Brainard Avenue
La Grange
,
IL
60525
GOV
Capital Support
15,000
Maine-Niles Association of Special Recreation
6820 West Dempster Street
Morton Grove
,
IL
60053
PC
General Operating
3,500
Methodist Medical Center of Illinois
221 NE Glen Oak Avenue
Peoria
,
IL
61603
PC
Program Support
20,000
Metropolitan Chicago Breast Cancer Task Force
300 South Ashland Avenue Suite 202
Chicago
,
IL
60607
PC
Program Support
125,000
Misericordia Heart of Mercy
6300 North Ridge Avenue
Chicago
,
IL
60660
PC
General Operating
10,000
Niles Township High School District 219
9800 Lawler Ave
Skokie
,
IL
60077
GOV
Capital Support
15,000
North Central College
30 North Brainard
Naperville
,
IL
60540
PC
Program Support
16,500
North Central College
30 North Brainard
Naperville
,
IL
60540
PC
Program Support
55,000
NorthPointe Resources Inc
3441 Sheridan Road
Zion
,
IL
60099
PC
General Operating
10,000
Northwestern University
Feinberg School of Medicine
Chicago
,
IL
60611
PC
Program Support
49,000
Northwestern University
Feinberg School of Medicine
Chicago
,
IL
60611
PC
Program Support
222,000
Northwestern University
Feinberg School of Medicine
Chicago
,
IL
60611
PC
Program Support
70,000
Northwestern University
Feinberg School of Medicine
Chicago
,
IL
60611
PC
Program Support
315,000
Oak-Leyden Developmental Services
411 Chicago Avenue
Oak Park
,
IL
60302
PC
General Operating
2,975
Opportunity Knocks
8020 Madison Street
River Forest
,
IL
60305
PC
General Operating
10,000
Orchard Village
7660 Gross Point Road
Skokie
,
IL
60077
PC
General Operating
10,000
Our Place of New Trier Township
370 Chestnut
Winnetka
,
IL
60093
PC
General Operating
10,000
PACTT Learning Center
7101 North Greenview Avenue
Chicago
,
IL
60626
PC
General Operating
10,000
Park Lawn Association
10833 South LaPorte Avenue
Oak Lawn
,
IL
60453
SO II
General Operating
10,000
PAWS Chicago
1933 North Marcey Street
Chicago
,
IL
60614
PC
Salary Support
60,000
PAWS Chicago
1933 North Marcey Street
Chicago
,
IL
60614
PC
General Operating
100,000
Plant Chicago
4459 S Marshfield
Chicago
,
IL
60609
PC
Program Support
100,000
Providence St Mel School
119 South Central Park Boulevard
Chicago
,
IL
60624
PC
General Operating
50,000
Quad Communities Development Corporation
4210 South Berkeley Avenue
Chicago
,
IL
60653
PC
Program Support
50,000
RAMP Inc
202 Market Street
Rockford
,
IL
61107
PC
Program Support
25,000
Rebuild Foundation
6918 South Dorchester Avenue
Chicago
,
IL
60637
PC
Salary Support
150,000
Ridgewood Community High School District 234
7500 West Montrose Avenue
Norridge
,
IL
60706
GOV
Capital Support
15,000
Riverside Foundation
14588 West Highway 22
Lincolnshire
,
IL
60069
PC
General Operating
10,000
Rockford Public Schools District 205
501 7th Street 4th Floor
Rockford
,
IL
61104
GOV
Capital Support
40,000
Rogers Park Business Alliance
1448 West Morse Avenue
Chicago
,
IL
60626
PC
Program Support
100,000
Rush University Medical Center
1700 West Van Buren Street Suite
250
Chicago
,
IL
60612
PC
Program Support
70,000
Rush-Copley Medical Center
2000 Ogden Avenue
Aurora
,
IL
60504
PC
Program Support
15,000
Saint Anthony Hospital
2875 West 19th Street
Chicago
,
IL
60623
PC
Capital Support
350,000
Sarah's Inn
309 Harrison Street
Oak Park
,
IL
60304
PC
Capital Support
400,000
Search Inc
1925 North Clybourn Avenue Suite
200
Chicago
,
IL
60614
PC
Salary Support
7,500
Search Inc
1925 North Clybourn Avenue Suite
200
Chicago
,
IL
60614
PC
General Operating
9,450
Sertoma Centre Inc
4343 West 123rd Street
Alsip
,
IL
60803
PC
General Operating
10,000
Shore Community Services Inc
8350 Laramie Avenue
Skokie
,
IL
60077
PC
General Operating
8,225
Sinai Health System
1500 South California
Chicago
,
IL
60608
PC
Program Support
30,000
Sinai Health System
1500 South California
Chicago
,
IL
60608
PC
Capital Support
250,000
Sisters Network Chicago Chapter
10727 South Eberhart Avenue
Chicago
,
IL
60628
PC
Program Support
10,000
Small Business Majority
318 West Adams Street 16th Floor
Chicago
,
IL
60606
PC
Program Support
10,000
Small Business Majority
318 West Adams Street 16th Floor
Chicago
,
IL
60606
PC
Program Support
25,000
Soaring Eagle Academy
800 Parkview Boulevard
Lombard
,
IL
60148
PC
General Operating
10,000
Soaring Eagle Academy
800 Parkview Boulevard
Lombard
,
IL
60148
PC
Capital Support
49,000
St Coletta's of Illinois Inc
18350 Crossing Drive
Tinley Park
,
IL
60487
PC
General Operating
6,125
STARS Family Services
PO Box 1388
Wheaton
,
IL
60187
PC
General Operating
10,000
The Arts of Life
Chicago Studio 2010 West Carroll
Avenue
Chicago
,
IL
60622
PC
Program Support
60,000
The Arts of Life
Chicago Studio 2010 West Carroll
Avenue
Chicago
,
IL
60622
PC
General Operating
10,000
The Cara Program
237 South Desplaines Street
Chicago
,
IL
60661
PC
General Operating
8,925
The Chicago Bar Foundation
321 South Plymouth Court
Chicago
,
IL
60604
PC
Program Support
25,000
The Douglas Center
3445 West Howard Avenue
Skokie
,
IL
60076
PC
General Operating
2,100
The Philanthropy Roundtable
1120 20th Street NW Suite 550 South
Washington
,
DC
20036
PC
General Operating
5,000
Trinity Services Inc
301 Veterans Parkway
New Lenox
,
IL
60451
PC
General Operating
10,000
True North Treks NFP
2219 Colfax Street
Evanston
,
IL
60201
PC
Program Support
15,000
Turning Pointe Autism Foundation
1500 West Ogden Avenue
Naperville
,
IL
60540
PC
General Operating
6,250
Twist Out Cancer
702 North 3rd Street
Philadelphia
,
PA
19123
PC
General Operating
10,000
Twist Out Cancer
702 North 3rd Street
Philadelphia
,
PA
19123
PC
Program Support
20,000
U S Assoc for Small Business & Entrepreneurship
1214 Hyland Hall
Whitewater
,
WI
53190
PC
Program Support
15,000
UCP Seguin of Greater Chicago
3100 South Central Avenue
Cicero
,
IL
60804
PC
General Operating
10,000
UCP Seguin of Greater Chicago
3100 South Central Avenue
Cicero
,
IL
60804
PC
Capital Support
150,000
UCP Seguin of Greater Chicago
3100 South Central Avenue
Cicero
,
IL
60804
PC
Capital Support
50,000
UCP Seguin of Greater Chicago
3100 South Central Avenue
Cicero
,
IL
60804
PC
Program Support
15,505
University of Chicago Medical Center
5841 South Maryland Avenue
Chicago
,
IL
60637
PC
Program Support
200,000
University of Chicago Medical Center
5841 South Maryland Avenue
Chicago
,
IL
60637
PC
Program Support
110,000
University of Illinois Hospital & Health Sciences System
1747 West Roosevelt Road Suite 302
Chicago
,
IL
60608
PC
Program Support
150,000
University of Tampa
401 W Kennedy Blvd
Tampa
,
FL
33606
PC
Program Support
30,000
Urban Autism Solutions
1212 West Flournoy Street
Chicago
,
IL
60607
PC
General Operating
3,750
Wellness House
131 North County Line Road
Hinsdale
,
IL
60521
PC
General Operating
10,000
Western DuPage Special Recreation Association Foundation
116 North Schmale Road
Carol Stream
,
IL
60188
PC
General Operating
10,000
Women's Business Development Center
8 South Michigan Avenue Suite 400
Chicago
,
IL
60603
PC
Salary Support
25,000
Women's Business Development Center
8 South Michigan Avenue Suite 400
Chicago
,
IL
60603
PC
Program Support
230,000
Matching Gifts - Details available upon request
651 W Washington Blvd Suite 306
Chicago
,
IL
60661
PC
Program Support
56,047
Total
.................................
3a
8,554,133
b
Approved for future payment
Accion Chicago
135 North Kedzie Avenue
Chicago
,
IL
60612
PC
Salary Support
25,000
Advocate Health and Hospital Corporation
3075 Highland Parkway Suite 600
Downers Grove
,
IL
60515
PC
Program Support
50,000
Arts Alliance Illinois
70 East Lake Street Suite 420
Chicago
,
IL
60601
PC
Program Support
253,000
Chicago Horticultural Society
1000 Lake Cook Road
Glenview
,
IL
60022
PC
Program Support
60,000
Chicago Urban League
4510 South Michigan Avenue
Chicago
,
IL
60653
PC
Program Support
50,000
Designs For Dignity
445 North Wells Street Suite 402
Chicago
,
IL
60654
PC
Capital Support
75,000
Easterseals Joliet Region Inc
212 Barney Drive
Joliet
,
IL
60435
PC
Salary Support
57,500
Envision Unlimited
8 South Michigan Avenue Suite 1700
Chicago
,
IL
60603
PC
Program Support
375,000
Far South Community Development Corporation
9923 South Halsted Street Suite D
Chicago
,
IL
60628
PC
Program Support
25,000
JourneyCare Foundation
2050 Claire Court
Glenview
,
IL
60025
PC
Program Support
334,000
La Rabida Children's Hospital
6501 South Promontory Drive
Chicago
,
IL
60649
PC
Program Support
50,000
Metropolitan Chicago Breast Cancer Task Force
300 South Ashland Avenue Suite 202
Chicago
,
IL
60607
PC
Program Support
475,000
Northwestern University
633 North Saint Clair
Chicago
,
IL
60611
PC
Program Support
160,500
Northwestern University
633 North Saint Clair
Chicago
,
IL
60611
PC
Program Support
64,000
PACTT Learning Center
7101 North Greenview Avenue
Chicago
,
IL
60626
PC
Capital Support
500,000
PAWS Chicago
1933 North Marcey Street
Chicago
,
IL
60614
PC
General Operating
150,000
Plant Chicago
4459 S Marshfield
Chicago
,
IL
60609
PC
Program Support
98,000
Rebuild Foundation
6918 South Dorchester Avenue
Chicago
,
IL
60637
PC
Salary Support
66,113
Rogers Park Business Alliance
1448 West Morse Avenue
Chicago
,
IL
60626
PC
Program Support
14,000
Rush University Medical Center
1700 West Van Buren Street Suite
250
Chicago
,
IL
60612
PC
Program Support
33,000
Sarah's Inn
309 Harrison Street
Oak Park
,
IL
60304
PC
Capital Support
100,000
UCP Seguin of Greater Chicago
3100 South Central Avenue
Cicero
,
IL
60804
PC
Capital Support
50,300
University of Chicago Medical Center
5841 South Maryland Avenue
Chicago
,
IL
60637
PC
Program Support
53,000
University of Chicago Medical Center
5841 South Maryland Avenue
Chicago
,
IL
60637
PC
Program Support
150,000
University of Illinois Hospital & Health Sciences System
1747 West Roosevelt Road Suite 302
Chicago
,
IL
60608
PC
Program Support
150,000
Total
.................................
3b
3,418,413
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
4,571,911
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
.....
523000
11,024
14
852,549
8
Gain or (loss) from sales of assets other than
inventory
............
18
8,994,796
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)
..
11,024
14,419,256
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
14,430,280
(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