-
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
CME GROUP FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
20 S WACKER DR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO
,
IL
60606
A Employer identification number
45-0575574
B
Telephone number (see instructions)
(312) 930-3292
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)
$
45,141,218
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)
11,374,028
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
866,078
866,078
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,109,393
b
Gross sales price for all assets on line 6a
29,664,059
7
Capital gain net income (from Part IV, line 2)
...
2,109,393
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)
.......
7,322
7,322
12
Total.
Add lines 1 through 11
........
14,356,821
2,982,793
13
Compensation of officers, directors, trustees, etc.
0
0
0
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)
....
259,015
117,038
141,977
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
36,614
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
39,207
0
39,207
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
151,741
59,942
91,799
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
486,577
176,980
272,983
25
Contributions, gifts, grants paid
.......
5,554,332
5,554,332
26
Total expenses and disbursements.
Add lines 24 and 25
6,040,909
176,980
5,827,315
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
8,315,912
b
Net investment income
(if negative, enter -0-)
2,805,813
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
.............
70,636
59,382
59,382
2
Savings and temporary cash investments
.........
9,028,498
25,686,911
25,686,911
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
..........
10,150
10,150
10a
Investments—U.S. and state government obligations (attach schedule)
4,192,885
2,815,487
2,815,487
b
Investments—corporate stock (attach schedule)
.......
13,242,367
7,198,780
7,198,780
c
Investments—corporate bonds (attach schedule)
.......
2,901,137
3,619,581
3,619,581
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
4,904,586
5,006,081
5,006,081
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
695,207
744,846
744,846
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
35,035,316
45,141,218
45,141,218
17
Accounts payable and accrued expenses
..........
52,428
22,715
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
)
33,133
0
23
Total liabilities
(add lines 17 through 22)
.........
85,561
22,715
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
34,949,755
45,118,503
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
34,949,755
45,118,503
30
Total liabilities and net assets/fund balances
(see instructions)
.
35,035,316
45,141,218
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
34,949,755
2
Enter amount from Part I, line 27a
.....................
2
8,315,912
3
Other increases not included in line 2 (itemize)
3
2,343,563
4
Add lines 1, 2, and 3
..........................
4
45,609,230
5
Decreases not included in line 2 (itemize)
5
490,727
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
45,118,503
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
NORTHERN TRUST
P
b
PARTNERSHIP INCOME
P
c
CAPITAL GAINS DIVIDENDS
P
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
29,361,933
27,554,666
1,807,267
b
240,079
240,079
c
62,047
62,047
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
1,807,267
b
240,079
c
62,047
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
2,109,393
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
5,914,300
34,522,197
0.171319
2017
5,005,132
28,708,911
0.174341
2016
4,875,503
21,064,286
0.231458
2015
3,947,237
16,958,686
0.232756
2014
3,122,954
16,765,950
0.186268
2
Total
of line 1, column (d)
.....................
2
0.996142
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
0.199228
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
38,879,162
5
Multiply line 4 by line 3
......................
5
7,745,818
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
28,058
7
Add lines 5 and 6
........................
7
7,773,876
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,827,315
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
56,116
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
56,116
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
56,116
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
18,961
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
55,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
73,961
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
17,845
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
17,845
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
WWW.CMEGROUPFOUNDATION.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(312) 930-3292
Located at
20 S WACKER DR
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
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
CHARLES P CAREY
CHAIRMAN
1.00
0
0
0
20 S WACKER DR
CHICAGO
,
IL
60606
TERRENCE A DUFFY
VICE-CHAIRMAN
1.00
0
0
0
20 S WACKER DR
CHICAGO
,
IL
60606
HOWARD J SIEGEL
SECRETARY/TREASURER
1.00
0
0
0
20 S WACKER DR
CHICAGO
,
IL
60606
KASSIE DAVIS
EXECUTIVE DIRECTOR
1.00
0
0
0
20 S WACKER DR
CHICAGO
,
IL
60606
DANIEL GLICKMAN
VICE-CHAIRMAN
1.00
0
0
0
20 S WACKER DR
CHICAGO
,
IL
60606
TERRY L SAVAGE
VICE-CHAIRMAN
1.00
0
0
0
20 S WACKER DR
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
NORTHERN TRUST
INVESTMENT MANAGEMENT
117,038
50 S LA SALLE ST STE B-2
CHICAGO
,
IL
60603
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
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
28,496,464
b
Average of monthly cash balances
.......................
1b
10,974,766
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
39,471,230
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
39,471,230
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
592,068
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
38,879,162
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,943,958
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
1,943,958
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
56,116
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
56,116
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,887,842
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,887,842
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,887,842
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
5,827,315
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
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
5,827,315
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,827,315
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
1,887,842
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
2,307,548
b
From 2015
......
3,110,829
c
From 2016
......
3,828,519
d
From 2017
......
3,561,289
e
From 2018
......
4,205,843
f
Total
of lines 3a through e
........
17,014,028
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,827,315
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
.....
1,887,842
e
Remaining amount distributed out of corpus
3,939,473
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
20,953,501
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)
...
2,307,548
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
18,645,953
10
Analysis of line 9:
a
Excess from 2015
....
3,110,829
b
Excess from 2016
....
3,828,519
c
Excess from 2017
....
3,561,289
d
Excess from 2018
....
4,205,843
e
Excess from 2019
....
3,939,473
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
ACADEMY FOR URBAN SCHOOL LEADERSHIP
3400 NORTH AUSTIN
CHICAGO
,
IL
60634
PC
SCHOOL-BASED PRIMARY GRADES MATH COACHING
100,000
ADVANCE ILLINOIS NFP
50 E WASHINGTON STREET SUITE 400
CHICAGO
,
IL
606022100
PC
STRENGTHENING IL'S 60 BY 25 NETWORK
50,000
AFTER SCHOOL MATTERS INC
66 EAST RANDOLPH STREET
CHICAGO
,
IL
60601
PC
TECHWORLD APPRENTICESHIP PROGRAM
25,000
AMERICA NEEDS YOU
260 W 39TH STREET STE 701
NEW YORK
,
NY
10018
PC
AMERICA NEEDS YOU FELLOWS PROGRAM
25,000
AMERICA NEEDS YOU INC
200 E RANDOLPH STE 63
CHICAGO
,
IL
60654
PC
FELLOWS PROGRAM
6,000
AMERICAN FRIENDS OF LUBAVITCH (CHABAD)
2110 LEROY PLACE NW
WASHINGTON
,
DC
20008
PC
NATIONAL MENORAH
5,000
AMERICAN FRIENDS OF THE UNIVERSITY OF ULSTER INC
1000 N WEST STREET STE 1200
WILMINGTON
,
DE
19801
PC
DEVELOPING FINANCIAL ENGINEERING PIPELINE NI
32,500
AUTISM SPEAKS INC
2700 S RIVER ROAD STE 203
DES PLAINES
,
IL
60018
PC
AUTISM SPEAKS CHIP IN CASINO NIGHT
5,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET SUITE 900
CHICAGO
,
IL
60607
PC
DEEPENING CAPACITY WITHIN EARLY MATH COLLABORATIVE
100,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET SUITE 900
CHICAGO
,
IL
60607
PC
UNRESTRICTED GRANT - ST. WALTER ELEMENTARY SCHOOL
25,000
BLACK ENSEMBLE THEATER CORPORATION
4450 N CLARK STREET
CHICAGO
,
IL
606405404
PC
EDUCATIONAL OUTREACH PROGRAMS
5,000
BLESSINGS IN A BACKPACK INC
4121 SHELBYVILLE ROAD
LOUISVILLE
,
KY
40207
PC
FEEDING KIDS ON THE WEEKENDS
5,000
BOTTOM LINE INC
500 AMORY STREET SUITE 3
BOSTON
,
MA
021302775
PC
BOTTOM LINE, CHICAGO REGION SPRING 2019
25,000
BRAVEN INCORPORATED
1046 W KINZIE ST NO 301
CHICAGO
,
IL
606426506
PC
SCALING BRAVEN-CHICAGO
25,000
BRIGHT PINK
670 N CLARK ST SUITE 2
CHICAGO
,
IL
60654
PC
PERSONALIZED BREAST AND OVARIAN CANCER PREVENTION
10,000
CAMBRIDGE IN AMERICA
292 MADISON AVE FL 8
NEW YORK
,
NY
10017
PC
ANNUAL SERIES CAMBRIDGE GLOBAL ALTERNATIVE FINANCE
200,000
CAREERS THROUGH CULINARY ARTS PROGRAM (C-CAP)
4948 WEST BUCKSIN TRAIL
PHOENIX
,
AZ
85083
PC
CAREER READINESS PROGRAMS FOR UNDERSERVED YOUTH
10,000
CATHOLIC BISHOP OF CHICAGO
835 N RUSH ST
CHICAGO
,
IL
606112030
PC
BLENDED LEARNING
200,000
CENTER FOR INNOVATIONS IN EDUCATION
PO BOX 8018
RANCHO SANTA FE
,
CA
920678018
PC
STEMCONNECTOR MEMBERSHIP
25,000
CENTER FOR US GLOBAL LEADERSHIP
1129 20TH STREET NW SUITE 600
WASHINGTON
,
DC
200363455
PC
2019 TRIBUTE DINNER
5,000
CHABAD OF CHAMPAIGN-URBANA NFP
509 S 4TH ST
CHAMPAIGN
,
IL
61820
PC
CME TECH LOUNGE
5,000
CHEDER LUBAVITCH HEBREW DAY SCHOOL INC
5201 HOWARD ST
SKOKIE
,
IL
60077
PC
GENERAL
15,000
CHICAGO CHILDREN'S MUSEUM
700 E GRAND AVE STE 127
CHICAGO
,
IL
60611
PC
PLAYING WITH NUMBERS
100,000
CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVE
CHICAGO
,
IL
60601
PC
PROGRESSIVE PATHWAYS TO POST-SECONDARY SUCCESS
50,000
CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVE
CHICAGO
,
IL
60601
PC
FINANCIAL SERVICES PIPELINE
25,000
CHICAGO FOUNDATION FOR WOMEN
140 SOUTH DEARBORN STREET STE 400
CHICAGO
,
IL
60603
PC
34TH ANNUAL LUNCHEON
5,000
CHICAGO LAWNDALE AMACHI MENTORING PROGRAM (LAMP)
3508 WEST OGDEN
CHICAGO
,
IL
60623
PC
PROPOSED NORTH LAWNDALE STEAM PARTNERHSHIP ACADEMY
25,000
CHICAGO PRE-COLLEGE SCIENCE & ENGINEERING PROGRAM
5105 S HARPER
CHICAGO
,
IL
60615
PC
CHIS&E SUMMER ENRICHMENT ENGINEERING PROGRAM
25,000
CHICAGO PUBLIC EDUCATION FUND
200 W ADAMS STREET SUITE 2150
CHICAGO
,
IL
60606
PC
FUND 5
250,000
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF ROAD
BROOKFIELD
,
IL
60513
PC
CHICAGO BOARD OF TRADE ENDANGERED SPECIES FUND
10,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION
42 W MADISON ST
CHICAGO
,
IL
60602
PC
COMPUTER SCIENCE FOR ALL (CS4ALL)
200,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION
42 W MADISON ST
CHICAGO
,
IL
60602
PC
CHICAGO P12 MATH COLLABORATIVE EXPANSION PROJECT
100,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION
42 W MADISON ST
CHICAGO
,
IL
60602
PC
INDOOR GROWING SPACES FOR MICHELE CLARK & MARSHALL HS
20,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION
42 W MADISON ST
CHICAGO
,
IL
60602
PC
FINANCIAL EDUCATION AND EQUITY DATA MAPPING
50,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION
42 W MADISON ST
CHICAGO
,
IL
60602
PC
CPS COMPUTER SCIENCE AFTER-SCHOOL CLUBS
43,000
CHRISTOPHER HOUSE
2507 N GREENVIEW AVE
CHICAGO
,
IL
60614
PC
EARLY MATH FAMILY ENGAGEMENT
100,000
COLLEGE POSSIBLE
540 FAIRVIEW AVENUE N STE 201
SAINT PAUL
,
MN
55104
PC
GENERAL OPERATING SUPPORT
25,000
COMMUNITIES IN SCHOOLS OF CHICAGO
815 W VAN BUREN ST SUITE 300
CHICAGO
,
IL
606073568
PC
SUPPORT FOR LLOYD BACHRACHS YES YOU CAN! PROGRAM
25,000
COMPUTER SCIENCE TEACHERS ASSOCIATION
332 SOUTH MICHIGAN AVENUE 9TH FLOOR
CHICAGO
,
IL
60604
PC
PROFESSIONAL DEVELOPMENT AND CONFERENCE SCHOLARSHIP SUPPORT FOR CHICAGO CS TEACHERS
25,000
COUNCIL FOR A STRONG AMERICA
1212 NEW YORK AVENUE NW SUITE 300
WASHINGTON
,
DC
200053988
PC
2018 GLOBAL BUSINESS SUMMIT ON EARLY CHILDHOOD
25,000
DECATUR PUBLIC SCHOOLS FOUNDATION
101 WEST CERRO GORDO STREET
DECATUR
,
IL
62523
PC
CREATING MATH CONNECTIONS
85,000
DEPAUL UNIVERSITY
1 E JACKSON BLVD
CHICAGO
,
IL
606042201
PC
ELEMENTARY MATH SPECIALIST PIOT
100,000
DISTINCTIVE SCHOOLS OF ILLINOIS
910 W VAN BUREN SUITE 315
CHICAGO
,
IL
60607
PC
TRAILBLAZING A PATH FOR COMPUTER SCIENCE FUTURES
25,000
ERIKSON INSTITUTE
451 N LASALLE ST
CHICAGO
,
IL
60654
PC
MAAM: MATHEMATICS ALL AROUND ME FOR 0-3 CAREGIVERS
100,000
ETHAN NAMVAR
545 STUDENT SERVICES 1900
BERKELEY
,
CA
947201900
PC
TO SUPPORT RESEARCH ON MARKET LIQUIDITY AFFECTED BY HIGH FREQUENCY TRADING AND OTHER SPECULATIVE ACTIVITY
8,000
FOOD RESEARCH & ACTION CENTER INC
1200 18TH STREET NW SUITE 400
WASHINGTON
,
DC
200362527
PC
HUNGER LIVES HERE
5,000
FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH
401 9TH STREET NW SUITE 630
WASHINGTON
,
DC
20004
PC
FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH
2,500
FRIENDS OF THE QUEENS UNIVERSITY OF BELFAST INC
1900 L STREET NW SUITE 215
WASHINGTON
,
DC
20036
PC
QUB-CME TEACHER UPSKILLING/PUPIL OUTREACH
92,000
GASTRO-INTESTINAL RESEARCH FOUNDATION INC
20 W KINZIE 17TH FLOOR
CHICAGO
,
IL
606546392
PC
LARRY A. POGOFSKY ALL STAR CHALLENGE
3,000
GENESYSWORKS CHICAGO
180 N WABASH AVENUE STE 600
CHICAGO
,
IL
60601
PC
COLLEGE AND CAREER SUCCESS THROUGH INTERNSHIPS
25,000
GEORGE W BUSH FOUNDATION
PO BOX 600610
DALLAS
,
TX
75208
PC
ALLIANCE TO REFORM EDUCATION LEADERSHIP (AREL)
100,000
GOLDEN APPLE FOUNDATION
8 S MICHIGAN AVENUE SUITE 700
CHICAGO
,
IL
60603
PC
GOLDEN APPLE SCHOLARS EARLY ED. MATH PREPARATION
50,000
GOVERNORS STATE UNIVERSITY
ONE UNIVERSITY PARKWAY
UNIVERSITY PARK
,
IL
60484
PC
PROMOTING K-3 MATH INSTRUCTIONAL EFFECTIVENESS: A CONTENT-BASED, EVIDENCE-DRIVEN PROFESSIONAL DEVELOPMENT PROGRAM ALIGNED WITH CCSS-M
100,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE
CHICAGO
,
IL
606323920
PC
HUNGER RELIEF EFFORTS IN COOK COUNTY, IL
5,000
HOOVED ANIMAL HUMANE SOCIETY
10804 MCCONNELL ROAD
WOODSTOCK
,
IL
60098
PC
FENCING REPAIRS
3,000
HORIZONS FOR YOUTH
703 WEST MONROE STREET
CHICAGO
,
IL
60661
PC
ON CLOUD NINE 2019
5,000
ILLINOIS INSTITUTE OF TECHNOLOGY
3300 S FEDERAL ST
CHICAGO
,
IL
60616
PC
CASE STUDIES ON FUTURE RISK MANAGEMENT
10,000
ILLINOIS NETWORK OF CHARTER SCHOOLS
150 N MICHIGAN AVENUE SUITE 430
CHICAGO
,
IL
60601
PC
EXPANDING STEM PROGRAMMING IN THE CHARTER SECTOR
25,000
ILLINOIS SCIENCE AND TECHNOLOGY INSTITUTE
222 MERCHANDISE MART PLAZA
CHICAGO
,
IL
606541103
PC
STEM CHALLENGE
25,000
ILLINOIS SCIENCE AND TECHNOLOGY INSTITUTE
222 MERCHANDISE MART PLAZA
CHICAGO
,
IL
606541103
PC
STEM CHALLENGE
25,000
JUNIOR ACHIEVEMENT OF CHICAGO
4801 S LAWNDALE AVENUE
CHICAGO
,
IL
60661
PC
JA WHOLE SCHOOL PROGRAM
50,000
KOHL CHILDREN'S MUSEUM OF GREATER CHICAGO
2100 PATRIOT BLVD
GLENVIEW
,
IL
60025
PC
EARLY MATH INITIATIVE
80,000
LATIN SCHOOL OF CHICAGO
59 W NORTH BLVD
CHICAGO
,
IL
60610
PC
FUNDING TO SUPPORT THE LATIN FUND
25,000
LEAP INNOVATIONS
21 S CLARK ST
CHICAGO
,
IL
60626
PC
LEAP INNOVATIONS: CHICAGO'S CENTER OF EXCELLENCE FOR PERSONALIZED LEARNING
250,000
LOYOLA UNIVERSITY CHICAGO
820 N MICHIGAN AVENUE
CHICAGO
,
IL
60611
PC
STEAHM PILOT COMMUNITY INITIATIVE
25,000
MATH CIRCLES OF CHICAGO
1034 N WELLS STREET
CHICAGO
,
IL
606102513
PC
MC2 LITTLE VILLAGE SUMMER CAMP 2019
10,000
MCKENDREE UNIVERSITY
701 COLLEGE ROAD
LEBANON
,
IL
622541291
PC
READY 4 MATH
50,000
METROPOLITAN FAMILY SERVICES
ONE NORTH DEARBORN
CHICAGO
,
IL
60602
PC
LEARNING LANDSCAPES
25,000
MISERICORDIA HOME
6300 NORTH RIDGE
CHICAGO
,
IL
60659
PC
MISERICORDIA GENERAL OPERATING SUPPORT
25,000
MONEYTHINK
515 N STATE STREET 14TH FLOOR
CHICAGO
,
IL
60654
PC
COLLEGE FINANCIAL COACHING
25,000
MUSEUM OF SCIENCE AND INDUSTRY
57TH STREET AND LAKE SHORE DRIVE
CHICAGO
,
IL
60637
PC
FAB YOUTH
25,000
NEW SCHOOLS FOR CHICAGO NFP
21 S CLARK STREET SUITE 4301
CHICAGO
,
IL
606032022
PC
SYSTEM INNOVATION FOR WORLD CLASS EDUCATION
50,000
NORTHWESTERN UNIVERSITY
1801 MAPLE AVENUE SUITE 2300
EVANSTON
,
IL
60657
PC
DILLON MEMORIAL SCHOLARSHIP FOR PRIMARY CARE
10,000
NORTHWESTERN UNIVERSITY
1801 MAPLE AVENUE SUITE 2300
EVANSTON
,
IL
60657
PC
CULTIVATING CHICAGOS CS LEARNING ECOSYSTEM
50,000
ONE MILLION DEGREES
180 N WABASH SUITE 310
CHICAGO
,
IL
60601
PC
ACCELERATING COMMUNITY COLLEGE STUDENT CAREERS
25,000
PACIFIC GARDEN MISSION
1458 S CANAL STREET
CHICAGO
,
IL
60607
PC
ESSENTIAL SERVICES & LIFE TRANSFORMING PROGRAMS
5,500
PARTNERSHIP FOR COLLEGE COMPLETION
332 S MICHIGAN 9TH FLOOR
CHICAGO
,
IL
60604
PC
PARTNERSHIP FOR COLLEGE COMPLETION GENERAL OPS
50,000
PAWS CHICAGO
1997 N CLYBOURN AVENUE
CHICAGO
,
IL
606144922
PC
GENERAL OPERATING SUPPORT
5,000
POSSE FOUNDATION
515 S FIGUEROA SUITE 300
LOS ANGELES
,
CA
90071
PC
POSSE LOS ANGELES COLLEGE ACCESS AND SUCCESS
5,000
PROJECT EXPLORATION
4511 S EVANS AVENUE
CHICAGO
,
IL
606533520
PC
CSFORALL ON CHICAGOS WEST SIDE!
25,000
PROJECT SYNCERE
8247 S CRANDON AVENUE
CHICAGO
,
IL
60617
PC
E-CADEMY
25,000
SAGA INNOVATIONS
10 LAUDHOLM ROAD
NEWTON
,
MA
02458
PC
SAGA CHICAGO: BLENDED LEARNING MODEL
50,000
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAY
ST PETER
,
MN
560821693
PC
CME GROUP FOUNDATION SCHOLARS PROG. MANAGMENT FEE
20,000
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAY
ST PETER
,
MN
560821693
PC
CME GROUP FOUNDATION SCHOLARS PROGRAM
460,000
SCRIPTED INC
85 BROAD STREET
NEW YORK
,
NY
10004
PC
FOUNDATIONS CODING COURSE
25,000
SOUTHERN ILLINOIS UNIVERSITY
1235 DOUGLAS DRIVE
CARBONDALE
,
IL
629012591
PC
RETURN OF REMAINING GRANT FUNDS
-16,168
ST JOSEPH HIGH SCHOOL
10900 CERMAK ROAD
WESTCHESTER
,
IL
60154
PC
SUPPORTING TECHNOLOGY IN THE CLASSROOM
7,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
PC
SPECIAL OPPORTUNITIES GRANT
3,000
TEACH FOR AMERICA - CHICAGO
300 W ADAMS ST 1000
CHICAGO
,
IL
60606
PC
TEACH FOR AMERICAS IMPACT IN EARLY MATH EDUCATION
100,000
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
1603 WEST TAYLOR ST RM 1085/MC 923
CHICAGO
,
IL
60612
PC
ELEMENTARY MATHEMATICS SPECIALIST PILOT
100,000
THE CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVE
CHICAGO
,
IL
60601
PC
GENERAL OPERATING SUPPORT
13,000
THE MIKVA CHALLENGE GRANT FOUNDATION
1220 L ST NORTHWEST SUITE 605
WASHINGTON
,
DC
20005
PC
EXPANDING MIKVA DC'S YOUTH CIVIC ENGAGEMENT WORK
10,000
THE POSSE FOUNDATION
111 W JACKSON BLVD STE 1900
CHICAGO
,
IL
60604
PC
POSSE CHICAGO
25,000
THE UNIVERSITY OF CHICAGO
1126 E 59TH STREET
CHICAGO
,
IL
60637
PC
BEDTIME MATH: IMPACT ON CHILDREN'S MATH ANXIETY
100,000
THE UNIVERSITY OF CHICAGO
1126 E 59TH STREET
CHICAGO
,
IL
60637
PC
EXPANDING MATH SUPPORTS IN CHICAGO PUBLIC SCHOOLS
100,000
THE UNIVERSITY OF CHICAGO
1126 E 59TH STREET
CHICAGO
,
IL
60637
PC
ELEMENTARY MATH SPECIALIST PILOT - U OF C
100,000
THE UNIVERSITY OF CHICAGO
1126 E 59TH STREET
CHICAGO
,
IL
60637
PC
ELEMENTARY MATH SPECIALISTS: IL LANDSCAPE SCAN
77,000
THE UNIVERSITY OF CHICAGO HARRIS SCHOOL OF PUBLIC POLICY
1155 EAST 60TH STREET
CHICAGO
,
IL
60637
PC
NEW AVENUES FOR PARENT MATH ENGAGEMENT: UNDERSTAND
50,000
TIDES CENTER
PO BOX 29907
SAN FRANSISCO
,
CA
941290907
PC
EARLY MATH RESEARCH AND ACTIVATION
25,000
UNIVERSITY OF CHICAGO
1126 E 59TH STREET
CHICAGO
,
IL
60637
PC
TRENDS IN COMPUTER SCIENCE LEARNING IN CHICAGO
44,000
UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARCH
1313 EAST 60TH STREET
CHICAGO
,
IL
60637
PC
UNDERSTANDING THE COLLEGE-TO-CAREER TRANSITION
50,000
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 725
DENVER
,
CO
802031114
PC
J.P. MORGAN CENTER FOR COMMODITIES E-PUBLICATIONS
35,000
UNIVERSITY OF ILLINOIS AT CHICAGO
1040 WEST HARRISON OFFICE 1246
CHICAGO
,
IL
60607
PC
MATH AT HOME:MATH MATTERS
100,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREEN STREET
URBANA
,
IL
618012962
PC
UIC HONORS COLLEGE SCHOLARSHIP AND EMERGENCY FUND
250,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300
LINCOLN
,
NE
685082886
PC
CME GROUP FOUNDATION SYMPOSIUM - YEUTTER INSTITUTE
100,000
WAGENINGEN UNIVERSITY
TONGERSESTRAAT 53
MAASTRICHT
6211 LM
NL
PC
FUTURES MARKET DEPTH
12,500
WESTERN ILLINOIS UNIVERSITY
WESTERN HALL 209 1 UNIVERSITY
CIRCLE
MACOMB
,
IL
61455
PC
TINKERING IN THE LAB: AN INTEGRATIVE AND APPLIED L
38,000
WOMENS BUSINESS DEVELOPMENT CENTER
8 S MICHIGAN AVENUE STE 400
CHICAGO
,
IL
60603
PC
WBDC WBE CERTIFICATION SCHOLARSHIP INITIATIVE
5,000
WORLD FOOD PROGRAM USA
1725 ST NW STE 510
WASHINGTON
,
DC
20006
PC
WORLD FOOD PROGRAM USA - GENERAL OPERATING SUPPORT
5,000
YOUTH JOB CENTER
1114 CHURCH STREET
EVANSTON
,
IL
60201
PC
EXPANSION OF YJCS ISY PROGRAM WITH SWOP
25,000
Total
.................................
3a
5,554,332
b
Approved for future payment
Total
.................................
3b
0
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
866,078
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
.....
15
7,322
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,109,393
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
2,982,793
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,982,793
(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