Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
Helen V Brach Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)104 S Michigan Ave Room 1310
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60603
A Employer identification number

23-7376427
B Telephone number (see instructions)

(312) 372-4417
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$157,398,706
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,643,337 2,643,337  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,785,606
b Gross sales price for all assets on line 6a 47,549,592
7 Capital gain net income (from Part IV, line 2)... 9,785,606
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)....... 1,208 1,208  
12 Total. Add lines 1 through 11........ 12,430,151 12,430,151  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 566,750 138,938   416,812
14 Other employee salaries and wages...... 133,500     133,500
15 Pension plans, employee benefits....... 207,045 38,326   168,719
16a Legal fees (attach schedule)......... 2,941     2,941
b Accounting fees (attach schedule)....... 55,006 35,256   19,750
c Other professional fees (attach schedule).... 184,641 179,960   4,681
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 200,015     15
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 117,900     117,900
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 9,466     9,465
23 Other expenses (attach schedule)....... 59,137 15,351   43,786
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,536,401 407,831   917,569
25 Contributions, gifts, grants paid....... 4,501,837 4,501,837
26 Total expenses and disbursements. Add lines 24 and 25 6,038,238 407,831   5,419,406
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,391,913
b Net investment income (if negative, enter -0-) 12,022,320
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 7,364,246 12,072,374 12,072,374
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 68,281,513 Click to see attachment57,527,335 94,082,473
c Investments—corporate bonds (attach schedule)....... 37,896,167 Click to see attachment50,334,129 51,214,389
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment29,470 Click to see attachment29,470 Click to see attachment29,470
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 113,571,396 119,963,308 157,398,706
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 113,571,396 119,963,308
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 113,571,396 119,963,308
30 Total liabilities and net assets/fund balances (see instructions). 113,571,396 119,963,308
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
113,571,396
2
Enter amount from Part I, line 27a .....................
2
6,391,913
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
119,963,309
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
119,963,308
Form 990-PF (2020)
Form 990-PF (2020)
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 1334 SH ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR   2018-10-30 2020-05-12
b 1070 SH ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR   2020-02-26 2020-05-12
c 912 SH ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR   2018-10-30 2020-05-07
d 556 SH ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR   2019-02-07 2020-05-07
e 1272 SH ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR   2019-02-07 2020-05-05
955 SH CANADIAN NATL RY CO COM   2020-03-18 2020-05-12
575 SH CANADIAN NATL RY CO COM   2020-03-18 2020-05-05
592 SH CANADIAN NATL RY CO COM   2020-03-18 2020-05-07
3663 SH ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2015-03-05 2020-05-12
1932 SH ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2020-02-26 2020-05-12
2468 SH ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2015-03-05 2020-05-07
707 SH ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2017-11-30 2020-05-07
3230 SH ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS   2017-11-30 2020-05-05
1500 SH ABBVIE INC COM USD0.01   2002-01-15 2020-05-12
323 SH ABBVIE INC COM USD0.01   2002-06-21 2020-05-05
879 SH ABBVIE INC COM USD0.01   2003-11-07 2020-05-05
1000 SH ABBVIE INC COM USD0.01   2002-01-15 2020-05-07
7 SH ABBVIE INC COM USD0.01   2002-06-21 2020-05-07
172 SH ABBVIE INC COM USD0.01   2002-05-16 2020-05-04
70 SH ABBVIE INC COM USD0.01   2003-06-30 2020-05-04
321 SH ABBVIE INC COM USD0.01   2003-11-07 2020-05-04
470 SH ABBVIE INC COM USD0.01   2001-11-13 2020-04-07
28 SH ABBVIE INC COM USD0.01   2002-05-16 2020-04-07
95 SH ALPHABET INC CAP STK USD0.001 CL C   2017-05-17 2020-05-12
78 SH ALPHABET INC CAP STK USD0.001 CL C   2017-05-17 2020-05-07
42 SH ALPHABET INC CAP STK USD0.001 CL C   2017-05-17 2020-05-04
79 SH ALPHABET INC CAP STK USD0.001 CL C   2017-05-17 2020-05-05
1525 SH AMERICAN EXPRESS CO   2002-07-29 2020-05-12
510 SH AMERICAN EXPRESS CO   2002-07-29 2020-05-05
851 SH AMERICAN EXPRESS CO   2002-07-29 2020-05-07
700 SH AMERIPRISE FINL INC COM   2002-07-29 2020-05-12
17 SH AMERIPRISE FINL INC COM   2008-12-22 2020-05-12
372 SH AMERIPRISE FINL INC COM   2008-12-22 2020-05-07
165 SH AMERIPRISE FINL INC COM   2008-12-22 2020-05-05
2196 SH BANK OF AMERICA CORP   2015-03-04 2020-05-05
6879 SH BANK OF AMERICA CORP   2015-03-04 2020-05-12
3858 SH BANK OF AMERICA CORP   2015-03-04 2020-05-07
379 SH BERKSHIRE HATHAWAY INC-CL B   2020-03-10 2020-05-05
414 SH BERKSHIRE HATHAWAY INC-CL B   2015-05-22 2020-05-07
78 SH BERKSHIRE HATHAWAY INC-CL B   2020-03-10 2020-05-07
74 SH BERKSHIRE HATHAWAY INC-CL B   2015-05-22 2020-05-12
818 SH BERKSHIRE HATHAWAY INC-CL B   2016-06-22 2020-05-12
334 SH BIOGEN INC COMMON STOCK   2019-03-22 2020-05-12
139 SH BIOGEN INC COMMON STOCK   2019-03-22 2020-05-05
220 SH BIOGEN INC COMMON STOCK   2019-03-22 2020-05-07
64 SH BIOGEN INC COMMON STOCK   2018-02-21 2020-04-07
121 SH BIOGEN INC COMMON STOCK   2019-03-22 2020-04-07
42 SH BOOKING HLDGS INC COM   2019-01-08 2020-05-05
74 SH BOOKING HLDGS INC COM   2019-01-08 2020-05-12
43 SH BOOKING HLDGS INC COM   2019-01-08 2020-05-07
2155 SH BORG WARNER INC COM   2016-06-20 2020-05-05
2341 SH BORG WARNER INC COM   2018-10-18 2020-05-05
990 SH BORG WARNER INC COM   2016-06-20 2020-05-12
4487 SH BORG WARNER INC COM   2020-02-26 2020-05-12
3634 SH BORG WARNER INC COM   2016-06-20 2020-05-07
1428 SH BOSTON SCIENTIFIC CORP COM   2019-08-14 2020-05-12
1371 SH BOSTON SCIENTIFIC CORP COM   2019-08-14 2020-05-05
863 SH BOSTON SCIENTIFIC CORP COM   2019-08-14 2020-05-07
1423 SH CHEVRON CORP COM   2001-10-11 2020-05-12
105 SH CHEVRON CORP COM   2002-07-29 2020-05-05
985 SH CHEVRON CORP COM   2018-12-06 2020-05-05
768 SH CHEVRON CORP COM   2020-02-26 2020-05-05
177 SH CHEVRON CORP COM   2001-10-11 2020-05-07
644 SH CHEVRON CORP COM   2002-07-29 2020-05-07
277 SH CHUBB LTD ORD CHF24.15   1993-05-04 2020-05-05
1614 SH CHUBB LTD ORD CHF24.15   1993-05-04 2020-05-12
865 SH CHUBB LTD ORD CHF24.15   1993-05-04 2020-05-07
1150 SH CITIGROUP INC COM NEW COM NEW   2011-08-18 2020-05-12
1030 SH CITIGROUP INC COM NEW COM NEW   2011-08-29 2020-05-12
1400 SH CITIGROUP INC COM NEW COM NEW   2012-05-29 2020-05-12
470 SH CITIGROUP INC COM NEW COM NEW   2011-08-29 2020-05-07
1703 SH CITIGROUP INC COM NEW COM NEW   2015-07-22 2020-05-07
2758 SH COMCAST CORP NEW-CL A   2019-11-19 2020-05-05
773 SH COMCAST CORP NEW-CL A   2019-11-19 2020-05-07
2054 SH COMCAST CORP NEW-CL A   2019-12-12 2020-05-07
2047 SH COMCAST CORP NEW-CL A   2019-12-12 2020-05-12
1626 SH COMCAST CORP NEW-CL A   2020-02-26 2020-05-12
1431 SH COMCAST CORP NEW-CL A   2020-05-04 2020-05-12
1078 SH CUMMINS INC   2019-04-18 2020-05-05
834 SH CUMMINS INC   2019-05-02 2020-05-12
439 SH CUMMINS INC   2019-04-18 2020-05-07
60 SH CUMMINS INC   2019-05-02 2020-05-07
117 SH CVS HEALTH CORP COM   2016-12-20 2020-05-05
1845 SH CVS HEALTH CORP COM   2018-08-27 2020-05-05
285 SH CVS HEALTH CORP COM   2018-08-27 2020-05-07
1016 SH CVS HEALTH CORP COM   2018-10-30 2020-05-07
1076 SH CVS HEALTH CORP COM   2018-10-30 2020-05-12
1045 SH CVS HEALTH CORP COM   2019-04-18 2020-05-12
3273 SH DISCOVER FINL SVCS COM STK   2017-08-04 2020-05-12
1532 SH DISCOVER FINL SVCS COM STK   2017-08-04 2020-05-07
1357 SH DUPONT DE NEMOURS INC COMMON STOCK   2020-03-24 2020-05-05
1164 SH DUPONT DE NEMOURS INC COMMON STOCK   2020-03-24 2020-05-12
672 SH DUPONT DE NEMOURS INC COMMON STOCK   2020-03-24 2020-05-07
285 SH EXPEDIA GROUP INC COM USD0.001   2019-01-08 2020-05-12
909 SH EXPEDIA GROUP INC COM USD0.001   2020-01-21 2020-05-12
884 SH EXPEDIA GROUP INC COM USD0.001   2019-01-08 2020-05-07
300 SH GENERAL ELECTRIC CO   1994-01-13 2020-05-12
2700 SH GENERAL ELECTRIC CO   1995-05-13 2020-05-12
4408 SH GENERAL ELECTRIC CO   1996-05-07 2020-05-12
18301 SH GENERAL ELECTRIC CO   2018-12-03 2020-05-12
6600 SH GENERAL ELECTRIC CO   1996-02-21 2020-05-07
2308 SH GENERAL ELECTRIC CO   1996-04-08 2020-05-07
992 SH GENERAL ELECTRIC CO   1996-05-07 2020-05-07
959 SH HASBRO INC COM   2019-03-22 2020-05-05
502 SH HASBRO INC COM   2020-02-26 2020-05-05
1167 SH HASBRO INC COM   2020-02-26 2020-05-12
616 SH HASBRO INC COM   2020-02-26 2020-05-07
714 SH INTEL CORP COM   2019-05-22 2020-05-05
916 SH INTEL CORP COM   2019-06-28 2020-05-05
1099 SH INTEL CORP COM   2019-05-22 2020-05-07
1732 SH INTEL CORP COM   2019-05-22 2020-05-12
193 SH LOCKHEED MARTIN CORP COM   2003-11-07 2020-05-05
128 SH LOCKHEED MARTIN CORP COM   2003-11-07 2020-04-07
202 SH LOCKHEED MARTIN CORP COM   2003-11-07 2020-05-07
338 SH LOCKHEED MARTIN CORP COM   2003-11-07 2020-05-12
572 SH MCKESSON CORP   2017-09-21 2020-05-05
400 SH MCKESSON CORP   2016-12-20 2020-05-12
377 SH MCKESSON CORP   2017-09-21 2020-05-12
433 SH MCKESSON CORP   2017-09-21 2020-05-07
1994 SH MERCK CO INC NEW COM   2018-01-24 2020-05-12
110 SH MERCK CO INC NEW COM   2018-01-23 2020-05-07
933 SH MERCK CO INC NEW COM   2018-01-24 2020-05-07
166 SH MERCK CO INC NEW COM   2019-04-18 2020-05-07
895 SH MERCK CO INC NEW COM   2019-04-18 2020-05-05
1378 SH MERCK CO INC NEW COM   2019-05-02 2020-05-05
1223 SH METLIFE INC COM STK USD0.01   2015-06-15 2020-05-05
1773 SH METLIFE INC COM STK USD0.01   2017-08-18 2020-05-12
2113 SH METLIFE INC COM STK USD0.01   2019-03-29 2020-05-12
364 SH METLIFE INC COM STK USD0.01   2015-06-15 2020-05-07
1752 SH METLIFE INC COM STK USD0.01   2017-08-18 2020-05-07
3459 SH ORACLE CORP COM   2016-10-31 2020-05-12
1636 SH ORACLE CORP COM   2016-10-31 2020-05-07
455 SH ORACLE CORP COM   2016-12-20 2020-05-07
2777 SH ORACLE CORP COM   2016-06-22 2020-05-05
570 SH ORACLE CORP COM   2016-12-20 2020-05-05
651 SH ORACLE CORP COM   2019-10-24 2020-05-05
649 SH ORACLE CORP COM   2019-10-25 2020-05-05
2051 SH PACCAR INC COM   2019-03-22 2020-05-05
488 SH PACCAR INC COM   2019-02-07 2020-05-07
637 SH PACCAR INC COM   2019-03-22 2020-05-07
1876 SH PACCAR INC COM   2019-02-07 2020-05-12
404 SH PHILIP MORRIS INTL COM STK NPV   2003-06-03 2020-05-05
1017 SH PHILIP MORRIS INTL COM STK NPV   2018-12-20 2020-05-05
472 SH PHILIP MORRIS INTL COM STK NPV   2019-10-24 2020-05-05
242 SH PHILIP MORRIS INTL COM STK NPV   2003-06-03 2020-05-07
1071 SH PHILIP MORRIS INTL COM STK NPV   2003-07-29 2020-05-07
2200 SH PHILIP MORRIS INTL COM STK NPV   2002-12-09 2020-05-12
129 SH PHILIP MORRIS INTL COM STK NPV   2003-07-29 2020-05-12
421 SH PNC FINANCIAL SERVICES GROUP COM STK   2018-06-29 2020-05-05
449 SH PNC FINANCIAL SERVICES GROUP COM STK   2018-06-29 2020-05-07
269 SH PNC FINANCIAL SERVICES GROUP COM STK   2018-10-19 2020-05-07
1301 SH PNC FINANCIAL SERVICES GROUP COM STK   2018-10-19 2020-05-12
2841 SH PRUDENTIAL FINL INC COM   2010-01-25 2020-05-12
1340 SH PRUDENTIAL FINL INC COM   2010-01-25 2020-05-07
419 SH PRUDENTIAL FINL INC COM   2010-01-25 2020-05-05
223 SH PRUDENTIAL FINL INC COM   2012-08-10 2020-05-05
2654 SH PUB SERVICE ENTERPRISE GROUP INC COM   2002-12-09 2020-05-12
12 SH PUB SERVICE ENTERPRISE GROUP INC COM   2020-02-26 2020-05-12
385 SH PUB SERVICE ENTERPRISE GROUP INC COM   2019-08-14 2020-05-05
1196 SH PUB SERVICE ENTERPRISE GROUP INC COM   2019-09-10 2020-05-05
1439 SH PUB SERVICE ENTERPRISE GROUP INC COM   2020-01-21 2020-05-05
1047 SH PUB SERVICE ENTERPRISE GROUP INC COM   2019-08-14 2020-05-07
462 SH PUB SERVICE ENTERPRISE GROUP INC COM   2020-02-26 2020-05-07
137 SH RENAISSANCE RE HLDGS LTD COM   2020-04-07 2020-05-05
215 SH RENAISSANCE RE HLDGS LTD COM   2020-04-07 2020-05-07
363 SH RENAISSANCE RE HLDGS LTD COM   2020-04-07 2020-05-12
2515 SH SCHLUMBERGER LTD COM COM   2017-06-21 2020-05-12
900 SH SCHLUMBERGER LTD COM COM   2018-10-30 2020-05-12
2910 SH SCHLUMBERGER LTD COM COM   2018-12-17 2020-05-12
1615 SH SCHLUMBERGER LTD COM COM   2019-06-28 2020-05-12
1778 SH SCHLUMBERGER LTD COM COM   2020-02-26 2020-05-12
4199 SH SCHLUMBERGER LTD COM COM   2017-06-21 2020-05-07
163 SH SCHLUMBERGER LTD COM COM   2018-02-21 2020-05-07
981 SH SYSCO CORP COM   2020-03-24 2020-05-05
537 SH SYSCO CORP COM   2020-03-24 2020-05-07
988 SH SYSCO CORP COM   2020-03-24 2020-05-12
532 SH UNITEDHEALTH GROUP INC COM   2017-04-03 2020-05-12
673 SH UNITEDHEALTH GROUP INC COM   2017-04-03 2020-05-07
266 SH UNITEDHEALTH GROUP INC COM   2019-05-02 2020-05-07
265 SH WABTEC CORP COM   2019-02-26 2020-05-05
188 SH WABTEC CORP COM   2019-03-29 2020-05-05
233 SH WABTEC CORP COM   2019-04-18 2020-05-05
751 SH WABTEC CORP COM   2019-03-29 2020-05-12
699 SH WABTEC CORP COM   2020-02-26 2020-05-12
888 SH WABTEC CORP COM   2019-03-29 2020-05-07
508 SH WALT DISNEY CO   2020-04-07 2020-05-12
288 SH WALT DISNEY CO   2020-04-07 2020-05-07
286 SH WALT DISNEY CO   2020-04-07 2020-05-05
346.04 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-12-17 2020-12-28
4661.47 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-12-17 2020-12-28
2497.09 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-12-01
1851.85 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-08-24
3211.16 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2021-01-06
6232.1 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-12-17 2021-01-06
2714.93 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-11-04
6637.17 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-09-02
2710.03 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-08-26
4844.02 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-07-21
7522.57 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-07-13
2814.79 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-08-19
3944.46 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2021-01-20
3930.82 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2021-02-05
4561.61 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-05-08
6809.78 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-03-09 2020-05-08
4417.74 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-11-05
4028.36 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2021-01-11
4109.81 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-12-04
4222.08 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-02-24 2020-05-07
6773.54 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-02-28 2020-05-07
519.81 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2020-03-09 2020-05-07
4909.66 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD   2014-12-04 2020-07-15
2456 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-08-26
5246.59 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-08
2262.24 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-07-21
1291.1 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-08-19
608.81 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-11-04
219.14 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2020-09-24 2020-11-04
1214.08 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-11-05
1179.9 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-12-04
5312.93 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-07
2291.27 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-07-15
1784.72 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-04-14
449.67 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2020-03-25 2020-04-14
2151.23 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-04-29
2192.5 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-04-27
654.33 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-07-02
291.65 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2020-06-24 2020-07-02
4418.52 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-08-03
1183.15 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-12-01
2090.06 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-12-28
209.14 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2020-12-23 2020-12-28
3499.11 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-07-13
2555.72 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-20
5406.57 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-05
1832.31 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2021-02-05
5181.88 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-18
2607.43 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-05-11
1683.64 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-08-24
2174.43 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2020-09-02
1876.74 SH MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 509   2014-12-04 2021-01-20
922.07 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-05-28
846.83 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-08-10
152.6 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2020-06-26 2020-08-10
1019.04 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2021-02-05
390.35 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-05-05
1082.88 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2021-02-02
4.9 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2020-12-29 2021-02-02
112.26 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2020-12-29 2021-02-02
279.16 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2020-12-29 2021-02-02
535.83 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-06-16
483.99 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-06-05
827.29 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-06-05
2409.54 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-04-09
1788.59 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-06-03
1478.46 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2021-03-08
682.06 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-10-09
123.69 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2020-09-28 2020-10-09
997.37 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-11-03
788.4 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-15 2020-11-09
841.57 SH MFO VANGUARD INSTL INDEX FD SH BEN INT   2011-12-20 2020-04-06
30.51 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-02-25 2021-01-20
2050.22 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-12-23 2021-01-20
6792.32 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-02-25 2021-03-09
3150.01 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-02-27 2021-03-09
441.08 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-02-27 2021-03-31
2825.88 SH MFO VANGUARD VALUE INDEX FD-ADM   2020-02-28 2021-03-31
1612.99 SH MFO VANGUARD VALUE INDEX FD-ADM   2021-03-24 2021-03-31
2907.54 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2021-01-20
2384.27 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2021-01-06
1352.41 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2020-12-18 2021-01-06
1370.39 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2020-12-18 2021-01-06
329.86 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2020-12-18 2021-01-06
9298.87 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2021-03-11
4881.86 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2021-01-11
20128.82 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-11-16
9998 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-11-24
4920.29 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-12-04
836.91 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-06-05
503.41 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2019-12-20 2020-06-05
2603.98 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2019-12-20 2020-06-05
4222.08 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2020-02-24 2020-06-05
3446.42 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2021-03-31
1162.73 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2021-03-17 2021-03-31
10307.15 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-11-09
4999 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2018-09-18 2020-12-01
5736.58 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2019-12-20 2020-05-28
3019.32 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD   2020-12-18 2020-12-28
16511.87 SH MFO DOUBLELINE FLEXIBLE INC-I   2014-06-23 2021-03-22
9382.25 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-07-21 2021-01-27
8576.33 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-08-24 2021-01-27
10.87 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-09-02 2021-01-27
1008.04 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-07-31 2021-01-21
21367.52 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-08-03 2021-01-21
8532.42 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-08-10 2021-01-21
12831.6 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-09-02 2021-01-21
1264.92 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I   2020-11-30 2021-01-21
1073.64 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-11-30 2020-10-28
1103.88 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-12-30 2020-10-28
1102.33 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-01-31 2020-10-28
1006.84 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-02-28 2020-10-28
1126.64 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-03-31 2020-10-28
1021.36 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-04-28 2020-10-28
1087.5 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-05-31 2020-10-28
1056.66 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-06-30 2020-10-28
1024.29 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-07-31 2020-10-28
1028.42 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-09-29 2020-10-28
23364.49 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-09-29 2020-10-28
1121.02 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-10-31 2020-10-28
974.33 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-11-30 2020-10-28
934.23 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-12-29 2020-10-28
1239.43 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-05-31 2020-10-28
1236.38 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-06-28 2020-10-28
1324.65 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-07-31 2020-10-28
23299.16 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-10-22 2020-10-28
23452.16 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-11-07 2020-10-28
14018.69 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-11-15 2020-10-28
1561.46 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-11-29 2020-10-28
1595.52 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-12-31 2020-10-28
23496.24 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-28 2020-10-28
2284.59 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-29 2020-10-28
14124.29 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-06-03 2020-10-28
3153.92 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-06-05 2020-10-28
2440.65 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-06-30 2020-10-28
9328.36 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-07-02 2020-10-28
14947.93 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-07-13 2020-10-28
9310.99 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-19 2020-10-28
2553.24 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-31 2020-10-28
134090.91 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2015-09-24 2020-10-26
1528.18 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2015-09-30 2020-10-26
1360.07 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-06-30 2020-10-26
22872.83 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-07-12 2020-10-26
22851.92 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-07-22 2020-10-26
1552.37 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-07-29 2020-10-26
993.68 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-09-30 2020-10-26
1317.2 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-02-28 2020-10-26
1531.61 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2015-10-30 2020-10-27
1447.26 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2015-11-30 2020-10-27
1619.47 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2015-12-31 2020-10-27
1255.2 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-01-29 2020-10-27
1163.02 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-02-29 2020-10-27
1380.6 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-03-31 2020-10-27
22999.08 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-04-20 2020-10-27
1312.62 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-04-29 2020-10-27
1246.03 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-05-31 2020-10-27
1508.81 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-08-31 2020-10-27
1473.79 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-09-30 2020-10-27
21900.09 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-09-30 2020-10-27
1001.72 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2016-10-31 2020-10-27
1019.09 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2017-08-31 2020-10-27
1265.68 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-08-30 2020-10-27
13966.48 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-09-11 2020-10-27
1298.51 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-09-30 2020-10-27
1410.7 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-10-31 2020-10-27
13966.48 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-11-26 2020-10-27
1409.84 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-01-31 2020-10-27
8329.54 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-07-13 2020-10-27
9293.68 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-07-21 2020-10-27
2456.7 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-07-31 2020-10-27
23169.6 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-03 2020-10-27
9285.05 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-10 2020-10-27
9293.68 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-24 2020-10-27
13953.49 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-08-26 2020-10-27
13940.52 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-09-02 2020-10-27
2494.95 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-09-30 2020-10-27
94696.97 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-07 2020-10-29
71635.63 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-08 2020-10-29
20408.76 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-06-05 2020-10-29
973.89 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-01-31 2020-10-30
974.94 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-02-28 2020-10-30
1037.16 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-03-29 2020-10-30
953.94 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-04-30 2020-10-30
1035.67 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-05-31 2020-10-30
1089.53 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-06-29 2020-10-30
1054.23 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-07-31 2020-10-30
1077.83 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-08-31 2020-10-30
67632.85 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-09-18 2020-10-30
1259.32 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-09-28 2020-10-30
1315.83 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-10-31 2020-10-30
1326.75 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-11-30 2020-10-30
1279.31 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2018-12-31 2020-10-30
1228.3 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-01-31 2020-10-30
1257.11 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-02-28 2020-10-30
1286.89 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-03-29 2020-10-30
1255.02 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2019-04-30 2020-10-30
9746.59 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-03-26 2020-10-30
1588.28 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-03-31 2020-10-30
14367.82 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-04-09 2020-10-30
4784.69 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-04-14 2020-10-30
4734.85 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-04-29 2020-10-30
1508.16 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-04-30 2020-10-30
47438.33 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-05 2020-10-30
23061.34 SH MFO DOUBLELINE TOTAL RETURN BOND FUND-I   2020-05-08 2020-10-30
6369.56 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-07-21 2021-01-21
1653.89 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-07-31 2021-01-21
7818.61 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-08-10 2021-01-21
7861.64 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-08-24 2021-01-21
11746.28 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-09-02 2021-01-21
1973.02 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-11-30 2021-01-21
1916.1 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-12-31 2021-01-21
1520.74 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2019-08-30 2020-04-21
1520.03 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2019-10-31 2020-04-21
20678.25 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2019-11-26 2020-04-21
1595.25 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2019-11-29 2020-04-21
12576.13 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2019-12-13 2020-04-21
1666.24 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-01-31 2020-04-21
1527.99 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-02-28 2020-04-21
13299.99 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-07-21 2021-01-27
568.69 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-08-19 2021-01-27
1842.24 SH CF PYRAMIS BROAD MARKET DURATION LLC FUND   2020-08-31 2021-01-27
10158.33 SH MFO WESTERN ASSET FUND INC MACRO OPPORTUNITIES IS   2020-10-29 2021-01-21
115.64 SH MFO WESTERN ASSET FUND INC MACRO OPPORTUNITIES IS   2020-12-22 2021-01-21
2037.75 SH MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS   2020-11-30 2021-03-22
891.12 SH MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS   2021-01-27 2021-03-22
0 SH MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD     2020-12-17
0 SH MFO VANGUARD INSTL INDEX FD SH BEN INT     2020-12-29
0 SH MFO VANGUARD INSTL INDEX FD SH BEN INT     2020-12-29
0 SH MFO VANGUARD INSTL INDEX FD SH BEN INT     2021-03-24
0 SH MFO VANGUARD INSTL INDEX FD SH BEN INT     2021-03-24
0 SH MFO WASH MUT INVESTORS FD INC CAP OPEN END FD     2020-12-18
0 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I     2020-12-08
0 SH MFO METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I     2020-12-08
0 SH MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS     2020-12-08
(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 56,272   98,739 -42,467
b 45,136   71,654 -26,518
c 39,681   67,504 -27,823
d 24,191   42,706 -18,515
e 53,761   97,700 -43,939
79,234   63,342 15,892
46,132   38,138 7,994
47,950   39,266 8,684
119,667   228,687 -109,020
63,116   89,234 -26,118
82,169   154,081 -71,912
23,538   45,254 -21,716
111,914   206,747 -94,833
135,425   4,378 131,047
26,767   5,905 20,862
72,843   17,711 55,132
85,564   2,919 82,645
599   128 471
14,048   3,852 10,196
5,717   1,486 4,231
26,217   6,468 19,749
36,521   12,237 24,284
2,176   627 1,549
133,069   88,000 45,069
106,504   72,253 34,251
55,292   38,905 16,387
106,234   73,179 33,055
129,986   42,701 87,285
45,030   14,280 30,750
72,583   23,828 48,755
86,503   14,149 72,354
2,101   380 1,721
46,502   8,321 38,181
18,711   3,691 15,020
51,327   34,889 16,438
152,465   109,289 43,176
88,910   61,294 27,616
68,131   75,271 -7,140
71,972   60,106 11,866
13,560   15,491 -1,931
12,896   10,744 2,152
142,558   118,065 24,493
111,125   74,473 36,652
41,563   30,993 10,570
69,030   49,054 19,976
19,948   18,550 1,398
37,714   26,980 10,734
60,401   71,324 -10,923
103,145   125,666 -22,521
60,905   73,022 -12,117
59,564   75,100 -15,536
64,705   87,504 -22,799
28,948   34,501 -5,553
131,201   137,264 -6,063
105,326   126,642 -21,316
53,256   59,616 -6,360
49,922   57,237 -7,315
31,734   36,029 -4,295
132,264   17,407 114,857
9,957   3,811 6,146
93,406   112,610 -19,204
72,828   76,629 -3,801
16,609   2,165 14,444
60,429   23,373 37,056
27,888   2,578 25,310
164,253   15,022 149,231
84,947   8,051 76,896
49,825   32,107 17,718
44,626   31,992 12,634
60,657   37,758 22,899
20,840   14,598 6,242
75,512   101,483 -25,971
100,100   123,703 -23,603
27,567   34,671 -7,104
73,250   88,337 -15,087
72,606   88,036 -15,430
57,674   69,512 -11,838
50,757   51,842 -1,085
168,760   180,841 -12,081
132,460   138,115 -5,655
69,073   73,645 -4,572
9,441   9,936 -495
7,097   9,417 -2,320
111,911   138,173 -26,262
17,449   21,344 -3,895
62,203   72,908 -10,705
68,415   77,213 -8,798
66,444   54,944 11,500
132,834   199,970 -67,136
62,635   93,600 -30,965
62,808   43,141 19,667
54,491   37,005 17,486
30,261   21,364 8,897
19,233   33,185 -13,952
61,344   100,062 -38,718
59,071   102,932 -43,861
1,837   2,577 -740
16,537   21,777 -5,240
26,998   56,890 -29,892
112,091   143,169 -31,078
40,237   85,953 -45,716
14,071   30,719 -16,648
6,048   12,803 -6,755
66,826   80,369 -13,543
34,981   41,864 -6,883
79,056   97,322 -18,266
41,986   51,371 -9,385
41,930   31,466 10,464
53,793   43,906 9,887
65,210   48,434 16,776
103,879   76,330 27,549
73,866   8,897 64,969
47,566   5,901 41,665
77,070   9,312 67,758
127,866   15,582 112,284
77,924   87,376 -9,452
55,889   56,777 -888
52,676   57,589 -4,913
58,128   66,143 -8,015
155,895   122,132 33,763
8,442   6,800 1,642
71,600   57,146 14,454
12,739   12,073 666
69,189   65,094 4,095
106,529   109,216 -2,687
42,363   60,589 -18,226
60,263   83,264 -23,001
71,819   90,039 -18,220
12,765   18,033 -5,268
61,439   82,278 -20,839
183,711   132,955 50,756
85,632   62,884 22,748
23,816   17,785 6,031
144,752   111,483 33,269
29,711   22,280 7,431
33,933   35,310 -1,377
33,829   35,230 -1,401
141,315   138,138 3,177
33,655   32,082 1,573
43,931   42,903 1,028
128,330   123,330 5,000
29,992   8,918 21,074
75,501   71,027 4,474
35,041   38,459 -3,418
17,351   5,342 12,009
76,790   22,562 54,228
157,244   46,057 111,187
9,220   2,718 6,502
43,490   57,394 -13,904
45,986   61,211 -15,225
27,551   33,787 -6,236
128,523   163,409 -34,886
160,107   145,225 14,882
77,375   68,498 8,877
25,071   21,418 3,653
13,343   11,984 1,359
125,524   38,364 87,160
568   677 -109
18,994   22,184 -3,190
59,004   72,751 -13,747
70,992   85,478 -14,486
50,660   60,330 -9,670
22,354   26,068 -3,714
19,578   21,955 -2,377
31,846   34,455 -2,609
58,810   58,172 638
44,024   164,831 -120,807
15,754   46,806 -31,052
50,938   114,588 -63,650
28,270   64,054 -35,784
31,123   51,446 -20,323
69,306   275,199 -205,893
2,690   10,740 -8,050
52,187   38,351 13,836
28,689   20,993 7,696
51,232   38,625 12,607
155,569   88,153 67,416
195,810   111,516 84,294
77,393   61,072 16,321
14,509   20,393 -5,884
10,293   13,838 -3,545
12,757   18,155 -5,398
41,102   55,278 -14,176
38,256   50,391 -12,135
48,593   65,362 -16,769
54,883   53,179 1,704
29,623   30,149 -526
29,273   29,939 -666
20,731   20,648 83
279,269   278,150 1,119
150,000   98,785 51,215
100,000   73,259 26,741
195,528   127,033 68,495
379,473   371,869 7,604
150,000   107,403 42,597
375,000   262,566 112,434
150,000   107,209 42,791
250,000   191,629 58,371
375,000   297,593 77,407
150,000   111,353 38,647
250,000   156,043 93,957
250,000   155,503 94,497
200,574   180,457 20,117
299,426   278,724 20,702
250,000   174,766 75,234
250,000   159,362 90,638
250,000   162,584 87,416
183,323   200,000 -16,677
294,107   300,000 -5,893
22,570   21,276 1,294
250,000   194,226 55,774
300,000   133,361 166,639
500,000   284,890 215,110
250,000   122,840 127,160
150,000   70,107 79,893
73,532   33,058 40,474
26,468   24,601 1,867
150,000   65,925 84,075
150,000   64,069 85,931
500,000   288,492 211,508
250,000   124,416 125,584
159,750   96,910 62,840
40,250   34,886 5,364
200,000   116,812 83,188
200,000   119,053 80,947
69,170   35,530 33,640
30,830   29,845 985
500,000   239,926 260,074
150,000   64,245 85,755
272,711   113,490 159,221
27,289   26,922 367
375,000   190,002 184,998
250,000   138,776 111,224
500,000   293,577 206,423
250,000   99,494 150,506
500,000   281,376 218,624
250,000   141,583 108,417
200,000   91,422 108,578
275,000   118,072 156,928
250,000   101,907 148,093
250,000   105,263 144,737
254,194   94,659 159,535
45,806   40,945 4,861
350,000   113,908 236,092
100,000   44,562 55,438
366,036   121,044 244,992
1,656   1,611 45
37,946   36,915 1,031
94,362   91,803 2,559
150,000   59,895 90,105
138,412   54,100 84,312
236,588   94,443 142,145
600,000   275,073 324,927
500,000   204,185 295,815
500,000   165,262 334,738
211,623   76,241 135,382
38,377   36,965 1,412
300,000   111,486 188,514
250,000   88,127 161,873
200,000   96,074 103,926
1,466   1,342 124
98,534   93,593 4,941
341,586   298,658 42,928
158,414   131,576 26,838
22,597   18,424 4,173
144,770   116,172 28,598
82,634   80,972 1,662
150,000   136,189 13,811
120,596   111,679 8,917
68,405   67,012 1,393
69,314   67,903 1,411
16,684   16,344 340
500,000   435,559 64,441
250,000   228,666 21,334
1,000,000   942,834 57,166
500,000   468,306 31,694
250,000   230,466 19,534
38,431   39,201 -770
23,117   24,204 -1,087
119,575   125,199 -5,624
193,878   200,000 -6,122
186,934   161,430 25,504
63,066   63,020 46
500,000   482,787 17,213
250,000   234,153 15,847
250,000   275,815 -25,815
150,000   149,607 393
160,000   167,100 -7,100
104,424   109,303 -4,879
95,455   100,000 -4,545
121   127 -6
11,199   11,794 -595
237,393   250,000 -12,607
94,795   100,000 -5,205
142,559   149,873 -7,314
14,053   14,800 -747
11,520   11,434 86
11,845   11,723 122
11,828   11,707 121
10,803   10,713 90
12,089   11,976 113
10,959   10,908 51
11,669   11,669  
11,338   11,285 53
10,991   10,960 31
11,035   11,004 31
250,701   250,000 701
12,029   11,961 68
10,455   10,357 98
10,024   9,931 93
13,299   13,175 124
13,266   13,205 61
14,213   14,121 92
250,000   250,000  
251,642   250,000 1,642
150,421   150,000 421
16,754   16,692 62
17,120   16,960 160
252,115   250,000 2,115
24,514   24,262 252
151,554   150,000 1,554
33,842   33,463 379
26,188   26,164 24
100,093   100,000 93
160,391   160,541 -150
99,907   100,000 -93
27,396   27,396  
1,437,455   1,468,295 -30,840
16,382   16,718 -336
14,580   14,866 -286
245,197   250,000 -4,803
244,973   250,000 -5,027
16,641   16,998 -357
10,652   10,851 -199
14,120   14,384 -264
16,434   16,664 -230
15,529   15,688 -159
17,377   17,458 -81
13,468   13,669 -201
12,479   12,665 -186
14,814   15,007 -193
246,780   250,000 -3,220
14,084   14,255 -171
13,370   13,507 -137
16,190   16,461 -271
15,814   16,094 -280
234,988   239,149 -4,161
10,748   10,869 -121
10,935   10,976 -41
13,581   13,695 -114
149,860   150,000 -140
13,933   13,959 -26
15,137   15,151 -14
149,860   150,000 -140
15,128   15,212 -84
89,376   89,459 -83
99,721   100,000 -279
26,360   26,483 -123
248,610   250,000 -1,390
99,629   100,000 -371
99,721   100,000 -279
149,721   150,000 -279
149,582   150,000 -418
26,771   26,796 -25
1,014,205   1,000,000 14,205
767,218   756,472 10,746
218,578   216,537 2,041
10,391   10,236 155
10,403   10,188 215
11,066   10,869 197
10,179   9,921 258
11,051   10,812 239
11,625   11,353 272
11,249   10,943 306
11,500   11,220 280
721,642   700,000 21,642
13,437   13,021 416
14,040   13,527 513
14,156   13,679 477
13,650   13,330 320
13,106   12,836 270
13,413   13,099 314
13,731   13,551 180
13,391   13,178 213
103,996   100,000 3,996
16,947   16,613 334
153,305   150,000 3,305
51,053   50,000 1,053
50,521   50,000 521
16,092   15,881 211
506,167   500,000 6,167
246,064   243,528 2,536
80,957   80,957  
21,021   21,120 -99
99,375   100,000 -625
99,921   100,000 -79
149,295   150,000 -705
25,077   25,136 -59
24,354   24,507 -153
18,507   18,462 45
18,499   18,362 137
251,654   250,000 1,654
19,414   19,255 159
153,052   151,794 1,258
20,278   20,428 -150
18,596   18,932 -336
169,309   169,043 266
7,239   7,217 22
23,452   23,378 74
118,649   112,250 6,399
1,351   1,360 -9
24,351   24,535 -184
10,649   10,720 -71
650,019     650,019
1,611     1,611
91,803     91,803
80,185     80,185
3,643     3,643
217,510     217,510
473,531     473,531
153,422     153,422
81,994     81,994
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       -42,467
b       -26,518
c       -27,823
d       -18,515
e       -43,939
      15,892
      7,994
      8,684
      -109,020
      -26,118
      -71,912
      -21,716
      -94,833
      131,047
      20,862
      55,132
      82,645
      471
      10,196
      4,231
      19,749
      24,284
      1,549
      45,069
      34,251
      16,387
      33,055
      87,285
      30,750
      48,755
      72,354
      1,721
      38,181
      15,020
      16,438
      43,176
      27,616
      -7,140
      11,866
      -1,931
      2,152
      24,493
      36,652
      10,570
      19,976
      1,398
      10,734
      -10,923
      -22,521
      -12,117
      -15,536
      -22,799
      -5,553
      -6,063
      -21,316
      -6,360
      -7,315
      -4,295
      114,857
      6,146
      -19,204
      -3,801
      14,444
      37,056
      25,310
      149,231
      76,896
      17,718
      12,634
      22,899
      6,242
      -25,971
      -23,603
      -7,104
      -15,087
      -15,430
      -11,838
      -1,085
      -12,081
      -5,655
      -4,572
      -495
      -2,320
      -26,262
      -3,895
      -10,705
      -8,798
      11,500
      -67,136
      -30,965
      19,667
      17,486
      8,897
      -13,952
      -38,718
      -43,861
      -740
      -5,240
      -29,892
      -31,078
      -45,716
      -16,648
      -6,755
      -13,543
      -6,883
      -18,266
      -9,385
      10,464
      9,887
      16,776
      27,549
      64,969
      41,665
      67,758
      112,284
      -9,452
      -888
      -4,913
      -8,015
      33,763
      1,642
      14,454
      666
      4,095
      -2,687
      -18,226
      -23,001
      -18,220
      -5,268
      -20,839
      50,756
      22,748
      6,031
      33,269
      7,431
      -1,377
      -1,401
      3,177
      1,573
      1,028
      5,000
      21,074
      4,474
      -3,418
      12,009
      54,228
      111,187
      6,502
      -13,904
      -15,225
      -6,236
      -34,886
      14,882
      8,877
      3,653
      1,359
      87,160
      -109
      -3,190
      -13,747
      -14,486
      -9,670
      -3,714
      -2,377
      -2,609
      638
      -120,807
      -31,052
      -63,650
      -35,784
      -20,323
      -205,893
      -8,050
      13,836
      7,696
      12,607
      67,416
      84,294
      16,321
      -5,884
      -3,545
      -5,398
      -14,176
      -12,135
      -16,769
      1,704
      -526
      -666
      83
      1,119
      51,215
      26,741
      68,495
      7,604
      42,597
      112,434
      42,791
      58,371
      77,407
      38,647
      93,957
      94,497
      20,117
      20,702
      75,234
      90,638
      87,416
      -16,677
      -5,893
      1,294
      55,774
      166,639
      215,110
      127,160
      79,893
      40,474
      1,867
      84,075
      85,931
      211,508
      125,584
      62,840
      5,364
      83,188
      80,947
      33,640
      985
      260,074
      85,755
      159,221
      367
      184,998
      111,224
      206,423
      150,506
      218,624
      108,417
      108,578
      156,928
      148,093
      144,737
      159,535
      4,861
      236,092
      55,438
      244,992
      45
      1,031
      2,559
      90,105
      84,312
      142,145
      324,927
      295,815
      334,738
      135,382
      1,412
      188,514
      161,873
      103,926
      124
      4,941
      42,928
      26,838
      4,173
      28,598
      1,662
      13,811
      8,917
      1,393
      1,411
      340
      64,441
      21,334
      57,166
      31,694
      19,534
      -770
      -1,087
      -5,624
      -6,122
      25,504
      46
      17,213
      15,847
      -25,815
      393
      -7,100
      -4,879
      -4,545
      -6
      -595
      -12,607
      -5,205
      -7,314
      -747
      86
      122
      121
      90
      113
      51
       
      53
      31
      31
      701
      68
      98
      93
      124
      61
      92
       
      1,642
      421
      62
      160
      2,115
      252
      1,554
      379
      24
      93
      -150
      -93
       
      -30,840
      -336
      -286
      -4,803
      -5,027
      -357
      -199
      -264
      -230
      -159
      -81
      -201
      -186
      -193
      -3,220
      -171
      -137
      -271
      -280
      -4,161
      -121
      -41
      -114
      -140
      -26
      -14
      -140
      -84
      -83
      -279
      -123
      -1,390
      -371
      -279
      -279
      -418
      -25
      14,205
      10,746
      2,041
      155
      215
      197
      258
      239
      272
      306
      280
      21,642
      416
      513
      477
      320
      270
      314
      180
      213
      3,996
      334
      3,305
      1,053
      521
      211
      6,167
      2,536
       
      -99
      -625
      -79
      -705
      -59
      -153
      45
      137
      1,654
      159
      1,258
      -150
      -336
      266
      22
      74
      6,399
      -9
      -184
      -71
      650,019
      1,611
      91,803
      80,185
      3,643
      217,510
      473,531
      153,422
      81,994
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 9,785,606
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -164,839
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 167,110
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 167,110
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 167,110
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 258,972
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 258972 7 258,972
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 91,862
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet91,862 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJoseph J Griseta Telephone no.bullet (312) 372-4417

    Located atbullet104 S Michigan Ave Suite 1310ChicagoIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Raymond F Simon Chairman
    010.00
    50,000    
    104 S Michigan Ave Suite 1310
    Chicago,IL60603
    Raymond F Simon Member
    004.00
    34,000    
    104 S Michigan Ave Suite 1310
    Chicago,IL60603
    James J O'Connor Director
    002.00
    17,000    
    77 WWacker Drive
    Chicago,IL60601
    John J Sheridan Director
    002.00
    17,000    
    1900 Hollister Drive
    Libertyville,IL60048
    R Matthew Simon President
    040.00
    235,000 94,203  
    104 S Michigan Ave Suite 1310
    Chicago,IL60603
    Charles A Vorhees Director
    002.00
    17,000    
    2307 Possum Hollow Road
    New Philadelphia,OH44663
    Cherryl T Thomas Directoor
    002.00
    17,000    
    1335 S Prarie STE 16101720
    Chicago,IL60605
    R Matthew Simon Member
    004.00
    34,000    
    104 S Michigan Ave Suite 1310
    Chicago,IL60603
    Mark T Simon Member
    004.00
    34,000    
    217 Kedzie
    Evanston,IL60202
    Rev Donald Senior CP The Congregati Director
    002.00
    13,000    
    5401 S Cornell Ave
    Chicago,IL60615
    Joseph J Griseta Associate Director
    040.00
    98,750 12,752  
    660 Heather Lane
    Bartlett,IL60103
    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
    Lynn M Griseta Administrative assis
    040.00
    52,875 26,450  
    660 Heather Lane
    Bartlet,IL60103
    Daniel Simon Administrator
    040.00
    80,625 27,293  
    5555 N Sheridan Rd STE 1003
    Chicago,IL60640
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Rickard Schwartz Investment Management 80,000
    538 Ulster Way
    Denver,CO80230
    The Northern Trust Company Custodian 60,637
    50 S LaSalle St
    Chicago,IL60603
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 None 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 None  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    141,427,226
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,427,226
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    141,427,226
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    2,121,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    139,305,818
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,965,291
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,965,291
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    167,110
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    167,110
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,798,181
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,400
    5
    Add lines 3 and 4............................
    5
    6,801,581
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,801,581
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    5,419,406
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    5,419,406
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,419,406
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,801,581
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,837,699
    b From 2016...... 860,371
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 2,698,070
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,419,406
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 5,419,406
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 1,382,175 1,382,175
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,315,895
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    455,524
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    860,371
    10 Analysis of line 9:
    a Excess from 2016.... 860,371
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Joseph J Griseta
    104 S Michigan Ave Suite 1310
    Chicago,IL60603
    (312) 372-4471
    bThe form in which applications should be submitted and information and materials they should include:
    Application form, available upon request
    cAny submission deadlines:
    December 31 for consideration in year ending March 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Must be organization exempt under Sect 501c3
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    11th Street Church of God
    11th and North Water St
    Urichsville,OH44683
      NC Matching grant 2,500
    Academy of St Joan of Arc
    9245 Lawndale Ave
    Evanston,IL60203
      NC Matching grant 3,000
    Access Living of Chicago
    115 W Chicago Ave
    Chicago,IL60654
      NC For sign language interpretation services to ensure programming and operations are fully accessible to those who are deaf or hard of hearing 10,000
    Advocate IL Masonic Med Cntr
    3075 Highland Pkwy
    Downers Grove,IL60515
      NC To support Mobile Dental Program providing preventive and restorative dental treatment in underserved communities 10,000
    Aid for Women
    8 S Michigan Ave 1416
    Chicago,IL60603
      NC To support operation of residential program, Heathers House, for mothers and their children 10,000
    Aid for Women
    8 S Michigan Ave 1416
    Chicago,IL60603
      NC Discretionary gramt 3,000
    Aid for Women
    8 S Michigan Ave 1416
    Chicago,IL60603
      NC Discretionary gramt 1,000
    Alberta Bair Theater
    2801 3rd Ave N
    Billings,MT59101
      NC To help fund the renovation of the theater, which provides cultural opportunities, entertainment and arts education to the community 5,000
    Alexian Cntr for Mental Health
    3436 N Kennicott Ave
    Arlington Heights,IL60004
      NC To support education program for adults living with mental illness, cover salary of an education coach to help clients 10,000
    All Chgo Making Homelessness Hist
    651 W Washington
    Chicago,IL60661
      NC For emergency fund program to provide immediate financial assistance to individuals facing an emergency which could lead to homelessness 5,000
    Amate House
    3600 S Seeley Ave
    Chicago,IL60609
      NC To support Amate House Fellows working in schools and non-profits across the City of Chicago 15,000
    Amer Federation Pueri Cantores
    1188 N Tustin Street
    Orange,CA92867
      NC To support the 2021 choral festival in Chicago, at Holy Name Cathedral, and a fall festival for Catholic high schools 5,000
    Amer Federation Pueri Cantores
    1188 N Tustin Street
    Orange,CA92867
      NC Discretionary gramt 500
    Amer Red CrossMuskingum
    734 Fair Ave NW
    New Philadelphia,OH44663
      NC To support Blood Services programming in Tuscarawas County, including four lifesaving blood drives 10,000
    American Solar Energy Soc
    2525 Arapahoe Ave
    Boulder,CO80302
      NC To develop a virtual and in-person hybrid technology for the 50th annual conference, Solar 2021 10,000
    Americans United for Life
    1150 Connecticut Ave
    Washington,DC20036
      NC To support strategic plan to overturn Roe v. Wade, de-fund Planned Parenthood, and accelerate the decades-long strategy 7,500
    Amnesty International
    600 Pennsylvania Avenue
    Washington,DC20003
      NC Discretionary gramt 1,000
    Animal Legal Defense Fund
    525 E Cotati Ave
    Cotati,CA94931
      NC To support the Criminal Justice Program for prosecution of animal cruelty cases and improvement of animal protection laws 15,000
    Aquinas Literacy Cntr
    1751 West 35th St
    Chicago,IL60609
      NC For operating expenses to continue to provide and develop programs to meet needs of the learners through improved English language literacy 10,000
    Archdiocese of Chicago
    835 N Rush St Chicago
    Chicago,IL60611
      NC Matching grant 10,000
    ARCS Foundation Inc Illinois
    PO Box101067
    Chicago,IL60610
      NC To fund Helen Brach Foundation Scholar to recognize efforts of an early career scientist and provide funds to conduct independent research 5,000
    ARCS Foundation Inc Illinois
    PO Box101067
    Chicago,IL60610
      NC Matching grant 1,800
    Arrupe College of Loyola Univ of Chgo
    1 E Pearson Street
    Chicago,IL60611
      NC Matching grant 5,000
    Aspiritech NFP
    1893 Sheridan Rd
    Highland Park,IL60035
      NC To help fund hiring and employment of additional support staff who provide essential resources to employees on the Autism Spectrum 15,000
    Barbara Olson Cntr of Hope
    3206 N Central Ave
    Rockford,IL61101
      NC For two interactive mobile displays used for training and direct support for participants having physical and developmental disabilities 10,000
    Barbara Olson Cntr of Hope
    3206 N Central Ave
    Rockford,IL61101
      NC Discretionary gramt 500
    Beacon Place
    603 S McAlister Ave
    Waukegan,IL60085
      NC For the Summer Education and Enrichment Program to make up for the learning loss resulting from the Covid-19 pandemic 5,000
    Bellarmine Jesuit Retreat House
    420 W County Line Rd
    Barrington,IL60010
      NC To support a new Virtual Retreat Platform and Digital Retreat Library for persons who cannot attend in-person retreats 15,000
    Bellarmine Jesuit Retreat House
    420 W County Line Rd
    barrington,IL60010
      NC Discretionary gramt 500
    Benedictine Sisters of Chgo
    7430 N Ridge Blvd
    Chicago,IL60645
      NC To support continuing educational needs of Sisters who seek additional knowledge to better perform their assignments 15,000
    Benedictine Sisters of Chgo
    7430 N Ridge Blvd
    Chicago,IL60645
      NC Matching grant 2,000
    Benedictine Sisters of Chgo
    7430 N Ridge Blvd
    Chicago,IL60645
      NC Discretionary gramt 1,000
    Benedictine Sisters of Chgo
    7430 N Ridge Blvd
    Chicago,IL60645
      NC Discretionary gramt 500
    Bernie's Book Bank
    917 North Shore Dr
    Lake Bluff,IL60044
      NC To bring over 600 children into the program for at-risk children to have ability to build their own libraries through 6th grade 5,000
    Bethlehem Univ Fdn
    6001 Ammendale Rd
    Beltsville,MD20705
      NC To support the construction of a new Nursing and Health Sciences Building 15,000
    Bethlehem Univ Fdn
    6001 Ammendale Rd
    Beltsville,MD20705
      NC Discretionary gramt 5,000
    Bethlehem Univ Fdn
    6001 Ammendale Rd
    Beltsville,MD20705
      NC Matching grant 2,500
    Big Brothers Big Sisters
    1260 Monroe St NW
    New Philadelphia,OH44663
      NC Discretionary gramt 2,500
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC To provide scholarships, leadership development for school leaders and educators and academic enrichment programs 100,000
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC Matching grant 45,000
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC Discretionary gramt 2,500
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC Matching grant 2,500
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC Discretionary gramt 1,000
    Big Shoulders Fund
    212 W Van Buren St
    Chicago,IL60607
      NC Matching grant 1,000
    Bishop Anderson House
    1653 W Congress Pkwy
    Chicago,IL60612
      NC For spirituality and wellness events to prevent medical staff burnout and improve patient care, especially in the pandemic 5,000
    Bishop Noll Institute
    1519 Hoffman St
    Hammond,IN46327
      NC To support renovation of the second of three science labs in need of a total upgrade to provide STEM training to the students 10,000
    Blessed Sacrament Youth Cntr
    3600 W Cermak Rd
    Chicago,IL60623
      NC Discretionary gramt 250
    Blue Sky Bakery
    3720 N Lincoln Ave
    Chicago,IL60613
      NC To support Executive Director and Case Manager salaries to administer job training program 12,000
    Blue Sky Bakery
    3720 N Lincoln Ave
    Chicago,IL60613
      NC Discretionary gramt 500
    Bonaventure House
    825 W Wellington Ave
    Chicago,IL60657
      NC To provide operating support for transitional living program for homeless adults living with HIV/AIDS 10,000
    Bottom Line
    65 E Wacker Pl
    Chicago,IL60601
      NC For Access and Success programs, to ensure more first-generation students from low-income backgrounds get to and through college 9,200
    Boulevard of Chicago
    3456 W Franklin Blvd
    Chicago,IL60624
      NC To support key programs and help more people escape from the cycle of homelessness 10,000
    Boys & Girls Clubs Chicago
    2102 W Monroe St
    Chicago,IL60612
      NC For youth development programs in Chicagos neediest and most underserved communities 25,000
    Boys Hope Girls Hope -IL
    1100 N Laramie Ave
    Wilmette,IL60091
      NC For planning, legal, and other costs related to opening a fourth group home to double the number of girls we serve 5,000
    BraveHearts Therapeutic Riding
    7319 Maxon Rd
    Harvard,IL60033
      NC To purchase food and care for the therapy horses, which are the core of the operations, offering therapeutic riding and horsemanship 10,000
    Bread for the World Instit
    425 3rd Street SW
    Washington,DC20024
      NC To support policy work and education to reduce hunger in the United States, particularly the surge due to the Covid-19 pandemic 35,000
    Bread for the World Instit
    425 3rd Street SW
    Washington,DC20024
      NC Discretionary gramt 3,000
    Bread for the World Instit
    425 3rd Street SW
    Washington,DC20024
      NC Discretionary gramt 1,500
    Bread for the World Instit
    425 3rd Street SW
    Washington,DC20024
      NC Matching grant 1,500
    Bread for the World Instit
    425 3rd Street SW
    Washington,DC20024
      NC Matching grant 500
    Brookfield Zoo
    3300 Golf Road
    Brookfield,IL60513
      NC To support Center for the Science of Animal Care and Welfare scientific initiatives in animal welfare and daily care of animals 35,000
    Canine Companions for Indep
    7480 New Albany Condit Rd
    New Albany,OH43054
      NC To train canine companions for child advocacy programs and police to serve children who have suffered trauma or abuse 10,000
    Canine Therapy Corps
    3918 W Fullerton Ave
    Chicago,IL60647
      NC To support animal-assisted interventions, including direct program costs, as well as development, evaluation and staffing expenses 10,000
    Cara Program
    237 S Desplaines St
    Chicago,IL60661
      NC Discretionary gramt 500
    Cardinal Stritch Retreat House
    1300 Stritch Dr
    Mundelein,IL60060
      NC To update and expand the Wi-Fi and media communication systems of the Retreat House 5,000
    Care For Real
    5339 N Sheridan Rd
    Chicago,IL60640
      NC For operating support to help ensure highest level of free programs and services, including food, clothing and support services 10,000
    Care For Real
    5339 N Sheridan Rd
    Chicago,IL60640
      NC Matching grant 2,000
    Care For Real
    5339 N Sheridan Rd
    Chicago,IL60640
      NC Discretionary gramt 500
    Caritas
    2840 Prairie Ave
    Beloit,WI53511
      NC Matching grant 500
    Casa Esperanza Project
    8801 S Saginaw Ave
    Chicago,IL60617
      NC For supportive services such as health and wellness, life skills, GED and financial literacy programs for homeless women and children 5,000
    Catalyst Schools
    5608 W Washington Blvd
    Chicago,IL60644
      NC To provide Lasallian Formation professional development opportunities to 42 members of faculty and staff 5,000
    Cath Campaign for Human Development
    P O Box 96278
    Washington,DC20090
      NC Matching grant 500
    Cath CharitiesArchdiocese of Milwaukee
    PO Box 070912
    Milwaukee,WI53207
      NC Discretionary gramt 2,500
    Cath CharitiesArchdiocese of Milwaukee
    PO Box 070912
    Milwaukee,WI53207
      NC Matching grant 2,500
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC To support the Brach Scholars-Leaders in Ministry program for exceptional students pursuing graduate degree in theology 50,000
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Discretionary gramt 10,000
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Discretionary gramt 2,500
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Matching grant 2,500
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Discretionary gramt 1,000
    Cath Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Discretionary gramt 1,000
    Catherine J Malatesta Fdn
    64 Winchester Rd
    Arlington,MA02474
      NC Discretionary gramt 2,000
    Catherine J Malatesta Fdn
    64 Winchester Rd
    Arlington,MA02474
      NC Matching grant 2,000
    Catholic Charities Chicago
    721 N LaSalle St
    Chicago,IL60654
      NC To support Maternity Adoption and Legal Assistance programs, providing help such as care for healthy pregnancies and deliveries 50,000
    Catholic Charities Chicago
    721 N LaSalle St
    Chicago,IL60654
      NC Matching grant 2,000
    Catholic Extension SocUSA
    150 S Wacker Dr
    Chicago,IL60606
      NC For needs of mission dioceses, including support of religious education and faith formation programs, building churches and facilities 50,000
    Catholic Extension SocUSA
    150 S Wacker Dr
    Chicago,IL60606
      NC Discretionary gramt 1,000
    Catholic Information Center
    1501 K St NW
    Washington,DC20005
      NC Discretionary gramt 3,000
    Catholic Theological Union
    5401 S Cornell Ave
    Chicago,IL60615
      NC Blessed are the Peacemakers event 5,000
    Cenacle Convent
    513 W Fullerton Pkwy
    Chicago,IL60614
      NC For general operations of programs of spiritual renewal for individuals and groups, including retreats, spiritual direction, seminars and workshops 20,000
    Cenacle Convent
    513 W Fullerton Pkwy
    Chicago,IL60614
      NC Discretionary gramt 3,000
    Cenacle Convent
    513 W Fullerton Pkwy
    Chicago,IL60614
      NC Discretionary gramt 500
    Center for Working Families
    12605 W North Ave
    Brookfield,WI53005
      NC Discretionary gramt 1,000
    Chgo Coalition for the Homeless
    70 E Lake Street
    Chicago,IL60601
      NC For operations including Bring Chicago Home campaign, No Youth Alone, Re-Entry Project, Law Project and mobile legal aid clinic 15,000
    Chgo Coalition for the Homeless
    70 E Lake Street
    Chicago,IL60601
      NC Matching grant 2,000
    Chgo Coalition for the Homeless
    70 E Lake Street
    Chicago,IL60601
      NC Discretionary gramt 1,000
    Chgo Coalition for the Homeless
    70 E Lake Street
    Chicago,IL60601
      NC Discretionary gramt 1,000
    Chgo Jesuit Academy
    5058 W Jackson Blvd
    Chicago,IL60644
      NC To provide scholarship support for the young men in the class of 2022 at the Academy 15,000
    Chgo Jesuit Academy
    5058 W Jackson Blvd
    Chicago,IL60644
      NC Discretionary gramt 500
    Chgo Religious Leadership Net
    4750 N Sheridan Rd
    Chicago,IL60640
      NC To support staff and Latin America Program which will center on activities in solidarity with human rights defenders 10,000
    Chgo Religious Leadership Net
    4750 N Sheridan Rd
    Chicago,IL60640
      NC Matching grant 1,500
    Chgo Religious Leadership Net
    4750 N Sheridan Rd
    Chicago,IL60640
      NC Discretionary gramt 1,000
    Chgo Religious Leadership Net
    4750 N Sheridan Rd
    Chicago,IL60640
      NC Discretionary gramt 1,000
    Chgo Schl of Violin Making
    3636 Oakton
    Skokie,IL60076
      NC For a trimester of specialized instruction in violin set-up, maintenance and repair, to supplement regular curriculum on violin making 10,000
    Chgo Schl of Violin Making
    3636 Oakton
    Chicago,IL60076
      NC Discretionary gramt 500
    Chgo Shakespeare Theater
    800 E Grand Ave
    Chicago,IL60611
      NC To support Bard Core program, an arts-in-education initiative designed to address concerns of low literacy rates in Chicago Public Schools 25,000
    Chicago Bible Society
    4300 N Hermitage Ave
    Chicago,IL60613
      NC To support Project Philip and provide Bibles to the jails in Cook, Will and DuPage Counties 5,000
    Chicago Debate Commission
    211 S Clark St
    Chicago,IL60604
      NC To support competitive debate program serving mostly low-income students of color, expanding college access and life opportunities 5,000
    Chicago Legal Clinic
    211 W Wacker Dr
    Chicago,IL60606
      NC For operating support in providing free or low cost legal services and immigration services 15,000
    Chicago Lighthouse
    1850 W Roosevelt Rd
    Chicago,IL60608
      NC To support Birth-To-Three Early Intervention Program which provides support to infants and toddlers with visual impairments 10,000
    Chicago Public Library Fdn
    4805 20 N Michigan Ave
    Chicago,IL60602
      NC Discretionary gramt 10,000
    Chicago Youth Centers
    218 S Wabash Ave
    Chicago,IL60604
      NC To support life-enriching programs for children in divested communities to foster resilience, build critical thinking skills, build bright futures 10,000
    Children of Peace Schl
    1900 W Taylor St
    Chicago,IL60612
      NC For scholarships/aid, to purchase next generation I-pads for students, and repair and update Phonak systems 10,000
    Children's Home & Aid of IL
    125 S Wacker Dr
    Chicago,IL60606
      NC For enhanced placement and transition services at residential treatment facility serving children who have long history of abuse and neglect 10,000
    Children's Oncology Svcs
    213 W Institute Pl
    Chicago,IL60610
      NC To support six-day equine therapy program at Camp One Step for children diagnosed with cancer 10,000
    Child's Voice
    180 Hansen Ct
    Wood Dale,IL60191
      NC For Early Intervention Program which offers crucial service to children with hearing loss, offering foundational skills to learn to listen and speak 10,000
    Christ the King Schl
    5088 W Jackson Blvd
    Chicago,IL60644
      NC Discretionary gramt 1,000
    Christ the King Schl
    5088 W Jackson Blvd
    Chicago,IL60644
      NC To support scholarships for low-income students 25,000
    Christian Bros of the Midwest
    7650 S County Line Rd
    Burr Ridge,IL60527
      NC To support the Lasallian Formation Program to develop and grow Lay men and women in active Chicago ministries 10,000
    Christian Children's HomeOH
    2685 Armstrong Rd
    Wooster,OH44691
      NC To modify a residential cottage to facilitate healing, provide safety, meet requirements for intensive care for severely abused/neglected children 10,000
    Cincinnati Children's Hosp Med Cntr
    3333 Burnet Ave
    Cincinnati,OH45229
      NC To sustain programs which StarShine Hospice provides for children and their families during their greatest time of need 10,000
    Classical Kids Music Educ
    5611 North Wayne Avenue
    Chicago,IL60660
      NC To support Chicago Expansion Initiative to increase partnerships and expand local impact 5,000
    Cntr for Global Jesuit EducFordham
    441 East Fordham Rd
    Bronx,NY10458
      NC To bring experts in citizenship education from across globe who will design common texts exploring citizenship in new global context 25,000
    Cntr of Higher Development
    8732 S Burley Ave
    Chicago,IL60614
      NC To support STEAM program for at-risk elementary and high school students at the Magic Johnson Community Empowerment Center 5,000
    College of the Holy Cross
    1 College St
    Worchester,MA01610
      NC Discretionary gramt 20,000
    Commonweal Fdn
    475 Riverside Dr
    New York,NY10115
      NC Matching grant 2,000
    Commonweal Fdn
    475 Riverside Dr
    New York,NY10115
      NC Discretionary gramt 1,000
    Commonweal Fdn
    475 Riverside Dr
    New York,NY10115
      NC To take significant, measurable steps toward attuning itself to emerging pastoral realities in the U. S. Church 10,000
    Commonweal Fdn
    475 Riverside Dr
    New York,NY10115
      NC Matching grant 1,000
    Concordia Place
    3300 N Whipple St
    Chicago,IL60618
      NC To provide free programs and paid internships, offering wide range of skill-building and career-readiness activities which support teens 5,000
    Corazon a Corazon
    12731 S Wood St
    Blue Island,IL60406
      NC To provide adult ESL and literacy services to Hispanic women, and after-school educational enrichment services to disadvantaged children 10,000
    Corazon a Corazon
    12731 S Wood St
    Blue Island,IL60406
      NC Discretionary gramt 500
    Counc of Religious Leaders of Metro Chgo
    5401 S Cornell Ave 223
    Chicago,IL60615
      NC Discretionary gramt 15,000
    COURAGE Program
    9711 S Kolin
    Oak Lawn,IL60453
      NC To provide baby-care items, educational and social opportunities to single mothers and those dealing with unplanned pregnancies 5,000
    Cristo Rey Jesuit HS
    1852 W 22nd Place
    Chicago,IL60608
      NC To help replace lost revenue due to the pandemic and provide for at-home technology and financial assistance for tuition 15,000
    Cristo Rey Jesuit HS
    1852 W 22nd Place
    Chicago,IL60608
      NC Discretionary gramt 1,000
    Cristo Rey Jesuit HS
    1852 W 22nd Place
    Chicago,IL60608
      NC Matching grant 1,000
    Cristo Rey Network
    11 E Adams St Ste 800
    Chicago,IL60603
      NC To support mission development programming led by Chair Emeritus and Chief Mission Officer 5,000
    Cristo Rey St Martin Coll Prep
    3106 Belvidere Rd
    Waukegan,IL60085
      NC For operating support to continue to provide high-quality college preparatory education to students of limited means 25,000
    Cristo Rey St Martin Coll Prep
    3106 Belvidere Rd
    Chicago,IL60085
      NC Discretionary gramt 1,000
    Cure SMA
    925 Busse Rd
    Elk Grove Vlg,IL60007
      NC Matching grant 11,000
    Cure SMA
    925 Busse Rd
    Elk Grove Vlg,IL60007
      NC To expand local support and care programs which will benefit children and adults living with Spinal Muscular Atrophy SMA 5,000
    Curry College
    1071 Blue Hill Avenue
    Milton,MA02186
      NC Matching grant 6,500
    Curt's Cafe
    2922 Central St
    Evanston,IL60201
      NC Discretionary gramt 1,000
    Curt's Cafe
    2922 Central St
    Evanston,IL60201
      NC Discretionary gramt 250
    Curt's Caf
    2922 Central St
    Evanston,IL60201
      NC To improve outcomes for young adults living in at-risk situations through work and life skills training 7,500
    Daughters of Devine Love
    91136 Melugins Grove Rd
    Compton,IL61318
      NC Discretionary gramt 500
    Daughters of Divine Love
    91136 Melugins Grove Rd
    Compton,IL61318
      NC To provide for completion of the construction, furnishings and fittings to make the refurbished Convent habitable for worship and residence 10,000
    Daughters of St Paul
    172 Michigan Ave
    Chicago,IL60601
      NC To support upgrading technology to more effectively communicate with the community, especially during the pandemic 5,000
    David's Educational Opportunity Fund
    5725 Bittersweet Place
    Madison,WI53705
      NC Discretionary gramt 2,500
    De La Salle Institute
    3434 S Michigan Ave
    Chicago,IL60616
      NC Discretionary gramt 1,000
    De La Salle Institute
    3434 S Michigan Ave
    Chicago,IL60616
      NC To support the synchronous hybrid learning system to enrich the curriculum and prepare students for the growing demands of technology 15,000
    Deerpath Art League
    400 E Illinois Rd 2nd floor
    Lake Forest,IL60045
      NC Discretionary gramt 3,000
    Dennison Railroad Depot Museum
    400 Center St
    Dennison,OH44621
      NC Discretionary gramt 2,500
    Dental Lifeline Net IL
    PO Box 10342
    Peoria,IL61612
      NC To restore oral health of low-income disabled persons, the elderly and the medically fragile, and underwrite portion of DDS Coordinators salary 5,000
    DePaul College Prep
    3333 N Rockwell St
    Chicago,IL60618
      NC To support the Scholarship and Financial Aid Program for students 15,000
    DePaul University
    1 E Jackson Blvd
    Chicago,IL60604
      NC For Egan Hope Scholars program for low-income students from a public high school, especially first-generation, and committed to social justice 50,000
    Diocese of Belleville Daystar
    222 S Third Street
    Belleville,IL62220
      NC To provide support for Daystar Community Program which operates food pantry, mobile food pantry, thrift store and soup kitchen 10,000
    Diocese of Belleville Daystar
    222 S Third Street
    Belteville,IL62220
      NC Discretionary gramt 500
    Diversity Scholarship Fdn
    PO Box 641573
    Chicago,IL60664
      NC Matching grant 2,500
    Diversity Scholarship Fdn
    PO Box 641573
    Chicago,IL60664
      NC Matching grant 1,000
    Doctors Without Borders
    40 Rector St 16th floor
    New York,NY10006
      NC Discretionary gramt 2,500
    Dominican University
    7900 W Division St
    River Forest,IL60305
      NC To provide emergency hardship funding for undergraduate students, and program support for St. Catherine of Siena Center, and a symposium 50,000
    Dominican University
    7900 W Division St
    River Forest,IL60305
      NC Matching grant 1,500
    Dominican University
    7900 W Division St
    River Forest,IL60305
      NC Matching grant 1,500
    Dominican University
    7900 W Division St
    River Forest,IL60305
      NC Matching grant 1,500
    East Lake Academy
    13911 W Laurel Dr
    Lake Forest,IL60045
      NC To support the completion of a new classroom and outdoor recreation space for an expanding enrollment 7,500
    Ensemble Espanol Theatre
    5500 N St Louis Ave
    Chicago,IL60625
      NC To provide an underserved school with arts programming 5,000
    Environmental Defense Fund
    1875 Connecticut Ave NW
    Washington,DC20009
      NC Matching grant 500
    Environmental LawPolicy Cntr
    35 E Wacker Dr
    Chicago,IL60601
      NC To support rapid response litigation and advocacy to protect biodiversity and habitat in the Driftless Area, Midewin, and Great Lakes locations 25,000
    Equestrian Connection
    872 S Milwaukee
    Libertyville,IL60045
      NC To support a part-time occupational therapist for the Wrangler Day program to develop activities to help clients grow 15,000
    Erie Family Health Cntr
    1701 W Superior St
    Chicago,IL60622
      NC For health center which offers array of services including primary medical, behavioral and oral health care to residents of Lake County 10,000
    Ethics & Public Policy Cntr
    1730 M Street NW
    Washington,DC20036
      NC To support work of Cardinal Francis George Fellow, Mary Hallan FioRito, as part of Building a Culture of Life project 5,000
    Evanston Rebuilding Warehouse
    1245 Hartrey Ave
    Evanston,IL60202
      NC Discretionary gramt 1,000
    Experimental Station
    6100 S Blackstone Ave
    Chicago,IL60637
      NC To support youth education program, Blackstone Bicycle Works, which teaches mechanical and business skills to underserved youth 10,000
    Fabretto Children's Fdn
    1563 Sherman Ave
    Evanston,IL60201
      NC To implement project, Health and Education in Granada, providing quality primary education in Granada, Nicaragua 10,000
    Farmworker & Landscaper Advoc Proj
    33 N LaSalle
    Chicago,IL60602
      NC To conduct know your rights presentations, distributing PPE and COVID-19 information, and information on employment violations 10,000
    First Baptist Church
    878 Commercial Ave SW
    New Philadelphia,OH44663
      NC Matching grant 2,500
    Flying Horse Farms
    5260 State Route 95
    Mt Gilead,OH43338
      NC To support 2021 camp sessions for children with serious illnesses and their families, including medical, psychosocial and food services 20,000
    Food Animal Concerns Trust
    3525 W Peterson Ave
    Chicago,IL60659
      NC To support Food Safety and Humane Farming Programs to help farmers use humane practices to improve farm animal welfare 20,000
    Forefront
    200 W Madison St 2nd Fl
    Chicago,IL60606
      NC To promote racial equality 8,387
    Franciscan Outreach
    717B W 18th St
    Chicago,IL60616
      NC To support case management program which provides care and support to men and women who are marginalized and homeless 10,000
    Franciscan Outreach
    717B W 18th St
    Chicago,IL60616
      NC Discretionary gramt 500
    Franciscan Sisters of the Renewal
    1661 Haight Ave
    Bronx,NY10461
      NC Discretionary gramt 3,000
    Franciscans of the Eucharist of Chgo
    3808 W Iowa St
    Chicago,IL60651
      NC To support a spiritual direction certification program to help young women discern and enter the religious community 5,000
    Fraternite Notre Dame
    502 N Central Ave
    Chicago,IL60644
      NC To support food service programs located in the Austin area 15,000
    Fraternite Notre Dame
    502 N Central Ave
    Chicago,IL60644
      NC Discretionary gramt 500
    Friends of the Homeless
    211 E High Ave
    New Philadelphia,OH44663
      NC Discretionary gramt 2,500
    Future Church
    17307 Madison Ave
    Lakewood,OH44107
      NC Discretionary gramt 1,000
    Georgetown University
    3700 O St NW
    Washington,DC20057
      NC Discretionary gramt 3,000
    Georgetown University
    3700 O St NW
    Washington,DC20057
      NC Matching grant 3,000
    Giordano Dance Chgo
    1754 N Clark St
    Chicago,IL60614
      NC For operating support for educational and artistic jazz dance programming during 2021 fiscal year 5,000
    Grace Giving
    523 S Princeton
    Arlington Heights,IL60005
      NC Discretionary gramt 2,500
    Grace Giving
    523 S Princeton
    Arlington Heights,IL60005
      NC Discretionary gramt 2,500
    Greater Chgo Food Depository
    4100 W Ann Lurie Pl
    Chicago,IL60632
      NC To support the hunger relief initiatives in 2021, to create access to nutritious food, lifting families out of poverty, and ending hunger 25,000
    Greater Chgo Food Depository
    4100 W Ann Lurie Pl
    Chicago,IL60632
      NC Matching grant 5,000
    Greater Chgo Food Depository
    4100 W Ann Lurie Pl
    Chicago,IL60632
      NC Discretionary gramt 2,500
    Guitars for Vets
    PO Box 617
    Milwaukee,WI53201
      NC Discretionary gramt 2,000
    Gulf Coast Housing Partnership
    1626 Suite A Oretha Castle Haley Bl
    New Orleans,LA70113
      NC To provide services to six partnership developments, creating 376 units of affordable housing 5,000
    Habitat for Humanity
    PO Box 1167
    Americus,GA31709
      NC Matching grant 2,500
    Habitat for Humanity
    PO Box 1167
    Americus,GA31709
      NC Matching grant 100
    Hadley Instit for Blind
    700 Elm Street
    Winnetka,IL60093
      NC To support Forsythe Center for Employment and Entrepreneurship business training program for people who are blind or visually impaired 10,000
    Harmony Hope & Healing
    703 W Monroe St
    Chicago,IL60661
      NC To support virtual music classes for individuals and families, and to bring digital literacy training to staff and partners 5,000
    Harris Theater for MusicDance
    205 E Randolph St
    Chicago,IL60601
      NC To support general operations for 2020-2021 season 50,000
    Have Dreams
    515 Busse Hwy
    Park Ridge,IL60068
      NC To provide autism-specific training, including skill-building, self-awareness, long-term goal planning and employment preparation 10,000
    Heartland Alliance
    208 S LaSalle St
    Chicago,IL60604
      NC To support mission-driven efforts to end poverty and inequity, and National Immigrant Justice Center 20,000
    Heifer International
    1 World Avenue
    Little Rock,AR72202
      NC Matching grant 2,500
    Hephzibah Children's Assoc
    1144 Lake Street
    Oak Park,IL60301
      NC To provide for critical therapeutic, health care and education needs of children recovering from severe trauma of physical and/or sexual abuse 10,000
    Heritage Christian Schls
    2107 6th Street SW
    Canton,OH44706
      NC To install new doors for the school building, built in 1920s, to enhance security and provide easier access 10,000
    Holy Family Ministries
    3415 W Arthington St
    Chicago,IL60624
      NC For scholarship funds to enable at-risk students with limited means access to quality education offered at faith-based elementary school 5,000
    Holy Family Ministries
    3415 W Arthington St
    Chicago,IL60624
      NC Matching grant 1,000
    Holy Family Ministries
    3415 W Arthington St
    Chicago,IL60624
      NC Matching grant 1,000
    Holy Family Ministries
    3415 W Arthington St
    Chicago,IL60624
      NC Discretionary gramt 5,000
    Holy Trinity HS
    1443 W Division St
    Chicago,IL60642
      NC To give Chicagos youth an excellent education regardless of their families ability to afford tuition 20,000
    Hooved Animal Humane Society
    10804 McConnell Rd
    Woodstock,IL60098
      NC Matching grant 2,500
    Hooved Animal RescueProtect Soc
    244 Oak Knoll Rd
    Barrington Hills,IL60010
      NC For care and rehabilitation of hooved animals impounded under Illinois Humane Care for Animals Act, and shelter and supervision of animals 20,000
    Horizons for Youth
    703 W Monroe St
    Chicago,IL60661
      NC To support Diverse Learners program which provides academic monitoring of students, manages psycho-educational testing 10,000
    Horizons for Youth
    703 W Monroe St
    Chicago,IL60661
      NC Discretionary gramt 500
    Horsefeathers Therapeutic Riding
    1181 Riverwoods Rd
    Lake Forest,IL60045
      NC To support therapy programs to best serve clients with special needs, and to create classroom and meeting space 10,000
    Hospice of Tuscarawas Cnty
    716 Commercial Ave SW
    New Philadelphia,OH44663
      NC Discretionary gramt 10,000
    Housing Forward
    6634 W Roosevelt Road 2nd Fl
    Oak Park,IL60304
      NC To support wraparound programming to enable clients transitions from survival to self-sufficiency, including supportive housing 10,000
    Housing Opport & Mtce for Elderly
    1419 W Carroll Ave
    Chicago,IL60607
      NC To support Upkeep Repair program which provides elderly homeowners with access to affordable repairs 10,000
    Housing Options for Mentally Ill
    2100 Ridge Ave 320
    Evanston,IL60201
      NC To support comprehensive services through Impacts Housing, Clinical, and Employment programs to help those with mental illness 5,000
    Human Rights Watch
    350 5th Ave 34th floor
    New York,NY10118
      NC Discretionary gramt 1,000
    Hungry World Farm
    9295 1925 East St
    Tiskilwa,IL61368
      NC To support Hungry World Farm interns, produce farmer, and Executive Director in connection with training and educational purposes 5,000
    Ignatian Spirituality Project
    1641 S Allport St
    Chicago,IL60608
      NC To support virtual retreats, follow-up days of reflection, and ongoing spiritual companionship for persons living on margins of society 10,000
    Ignatian Spirituality Project
    1641 S Allport St
    Chicago,IL60608
      NC Discretionary gramt 500
    IL Cncl Agnst Handgun Violence
    222 S Morgan St 4A
    Chicago,IL60607
      NC To support a collaborative effort with Gun Violence Education Center to reduce gun violence through education and advocacy programs 20,000
    Immigration Project
    211 Landmark Drive Suite B3A
    Normal,IL61761
      NC To support immigrant survivors of trauma in obtaining stability, safety and advocating for lawful permanent residency 15,000
    Infant Welfare Soc of Chgo
    3600 W Fullerton Ave
    Chicago,IL60647
      NC To support pediatric dental program for low-income children and their families 10,000
    Inspiration Corporation
    4554 N Broadway Ste 207
    Chicago,IL60640
      NC To support general operations including workforce development, permanent supportive housing, and supportive services 15,000
    Inspiration Corporation
    4554 N Broadway Ste 207
    Chicago,IL60640
      NC Discretionary gramt 500
    Institute on Religious Life
    PO Box 7500
    Libertyville,IL60048
      NC To implement social media strategy to raise awareness among lay faithful of vocations to the priesthood and religious life 5,000
    Interfaith Comm for Detained Immigrants
    5401 S Cornell Avenue
    Chicago,IL60615
      NC To help underwrite expenses for immigrant families awaiting asylum hearings, including food, clothing, a phone, and cash for travel 15,000
    Interfaith Comm for Detained Immigrants
    5401 S Cornell Avenue
    Chicago,IL60615
      NC Matching grant 2,500
    Interfaith Comm for Detained Immigrants
    5401 S Cornell Avenue
    Chicago,IL60615
      NC Matching grant 1,000
    Intl Crane Fdn
    E11376 Shady Lane Rd
    Baraboo,WI53913
      NC To support restoration and protection of migrating Whooping Cranes, the worlds rarest crane species 15,000
    Intl Crane Fdn
    E11376 Shady Lane Rd
    Baraboo,WI53913
      NC Discretionary gramt 500
    James B Moran Cntr
    1900 A Dempster St
    Evanston,IL60202
      NC To support the Education Advocacy Program to stem the gap between low-income students of color and white students in Evanston 10,000
    James B Moran Cntr
    1900 A Dempster St
    Evanston,IL60202
      NC Discretionary gramt 500
    Jeanine Schultz Memorial Schl
    2101 Oakton St
    Park Ridge,IL60068
      NC To help defray cost of occupational therapist providing direct therapeutic program services to students with severe emotional disabilities 10,000
    Jesse White Tumbling Team
    412 W Chicago Ave
    Chicago,IL60654
      NC Discretionary gramt 1,000
    Jesuit Refugee Service
    1627 K St NW Ste 1100
    Washington,DC20006
      NC Discretionary gramt 2,500
    Jesuit Volunteer CorpsMD
    801 St Paul St 2
    Baltimore,MD21202
      NC To strengthen the formation program for Jesuit Volunteers serving in the Chicago area to create change for good 10,000
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC To provide exceptional and financially accessible education for young women who would not otherwise be able to afford such an opportunity 25,000
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC Matching grant 2,500
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC Matching grant 2,500
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC Discretionary gramt 1,000
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC Discretionary gramt 1,000
    Josephinum Academy
    1501 N Oakley Blvd
    Chicago,IL60622
      NC Matching grant 1,000
    JourneyCare Fdn
    2050 Claire Court
    Glenview,IL60620
      NC To support a pediatric hospice and palliative care program to educate healthcare professionals and the community 10,000
    JOURNEYS The Road Home
    1140 E Northwest Hwy
    Palatine,IL60074
      NC For HOPE Day Center clinical programs to provide services to homeless/near-homeless clients 10,000
    Junior Achievement of Chgo
    651 W Washington Blvd Ste 404
    Chicago,IL60661
      NC Discretionary gramt 1,000
    Juvenile Justice Initiative
    518 Davis St 211
    Evanston,IL60201
      NC To support shift of vision and paradigm from punitive to restorative justice for youth in Chicago and throughout Illinois 10,000
    Juvenile Justice Initiative
    518 Davis St 211
    Evanston,IL60201
      NC Discretionary gramt 500
    Juvenile Protective Assoc
    1707 N Halsted St
    Chicago,IL60614
      NC For therapeutic services for children and educators affected by trauma including loss due to Covid-19 10,000
    Kids Above All (ChildServ)
    8765 W Higgins Rd Ste 450
    Chicago,IL60631
      NC To support early childhood services for kindergarten readiness programs which assist families in high-risk, low-income neighborhoods 10,000
    Kolbe House
    2434 S California Ave 4604
    Chicago,IL60608
      NC To provide emergency assistance to persons reentering society after incarceration, such as short-term housing and transportation passes 5,000
    Kolbe House
    2434 S California Ave 4604
    Chicago,IL60608
      NC Discretionary gramt 500
    La Rabida Children's Hosp
    6501 S Promontory Dr 1003
    Chicago,IL60649
      NC To support educational programming provided by hospitals Child Life program 10,000
    Lake County Haven
    PO Box 127
    Libertyville,IL60048
      NC To provide transitional shelter and housing, case management, life-skills training and other services to homeless women and their children 10,000
    Lakeview Pantry
    3945 N Sheridan Rd
    Chicago,IL60613
      NC To support grocery distribution and social services programs for low-income individuals and families 10,000
    Leo High School
    7901 S Sangamon St
    Chicago,IL60620
      NC To provide need-based scholarship assistance to students, which is in greater demand because of the hardships of the pandemic 25,000
    Leo High School
    7901 S Sangamon St
    Chicago,IL60620
      NC Discretionary gramt 1,500
    Leonine Forum
    1501 K St NW Ste 175
    Washington,DC20005
      NC To support a program for young professional faith formation and leadership development in the Chicago area 7,500
    Leukemia Research Fdn
    191 Waukegan Rd Suite 105
    Northfield,IL60093
      NC To support patient financial assistance program which provides reimbursement for medical expenses to patients fighting blood cancers 5,000
    Lincoln Park Comm Svcs
    600 W Fullerton Pkwy
    Chicago,IL60614
      NC To support housing and programming with wraparound services for individuals facing homelessness especially during the pandemic 10,000
    Lincoln Park Zoo
    2001 N Clark St
    Chicago,IL60614
      NC To provide an admission-free wildlife experience while advancing the highest quality animal care, education, science and conservation 50,000
    Literacy DuPage
    425 Fawell Blvd
    Glen Ellyn,IL60137
      NC To provide English language instruction combined with health literacy and to expand access to health care for low-income immigrants 5,000
    Literacy Works
    641 W Lake St Suite 200
    Chicago,IL60661
      NC To strengthen adult literacy by supporting member agencies, and training professionals and volunteers to help adult learners 10,000
    Little BrothersFriends of Elderly
    355 N Ashland Ave
    Chicago,IL60607
      NC To provide seniors with socially distanced connection and phone visits and direct services like food delivery during the pandemic 10,000
    Little Sisters of the Poor Chicago
    2325 N Lakewood Ave
    Chicago,IL60614
      NC To continue mission to provide twenty-four-hour nursing care in family-like environment for the Homes elderly residents, low-income seniors 10,000
    Loyola Academy
    1100 Laramie Ave
    Wilmette,IL60091
      NC To support the construction of a 26 million 550 seat theater to replace the 62 year old 220 seat theater 25,000
    Loyola Univ School of Law
    25 E Pearson St
    Chicago,IL60611
      NC Matching grant 2,500
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC To support School of Laws deans discretionary fund, LU-CHOICE teacher program, and the School Discipline Reform program 75,000
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Matching grant 10,000
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Discretionary gramt 5,000
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Matching grant 5,000
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Discretionary gramt 4,000
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Matching grant 2,500
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Matching grant 1,500
    Loyola University of Chgo
    1032 W Sheridan Rd
    Chicago,IL60660
      NC Discretionary gramt 1,000
    Lumen Christi Instit
    1220 E 58th St
    Chicago,IL60637
      NC To support general programs in academic year 2020-2021 5,000
    Lumen Cordium Society
    835 North Rush Street
    Chicago,IL60611
      NC Discretionary gramt 10,000
    Lutheran Social SvcsIL
    1001 E Touhy Ave 50
    Des Plaines,IL60018
      NC To support Prisoner Family Ministry program which encompasses services for individuals while they are incarcerated and their children 10,000
    Lyric Opera of Chicago
    20 N Wacker Dr
    Chicago,IL60606
      NC To support Lyric Unlimited education and community-engagement programs which serve public and parochial school students 10,000
    Lyric Opera of Chicago
    20 N Wacker Dr
    Chicago,IL60606
      NC Discretionary gramt 2,500
    Madonna Mission
    1706 W Morse Ave
    Chicago,IL60626
      NC For bus service for Summer Learning in Action program to transport refugee grammar school students and for qualified staff 5,000
    Main Stay Therapeutic Farm
    6919 Keystone Rd
    Richmond,IL60071
      NC For animal care expenses associated with therapeutic horsemanship, equine and animal-assisted learning, and adaptive gardening programs 10,000
    Make-A-Wish Fdn of IL
    640 N LaSalle Dr 280
    Chicago,IL60654
      NC To support wish-granting program for children with critical illnesses which has experienced increased need 5,000
    Margaret's Village
    7320 S Yale Ave
    Chicago,IL60621
      NC To provide transitional housing for homeless women, children and families and provide experiences that empower and mentor 10,000
    Maria Kaupas Cntr
    2740 W 68th St
    Chicago,IL60629
      NC To support leadership development and personal enrichment/skill development opportunities offered as after-school programming 7,500
    Maria Kaupas Cntr
    2740 W 68th St
    Chicago,IL60632
      NC Discretionary gramt 500
    Marillac St Vincent Family Svcs
    212 S Francisco Ave
    Chicago,IL60612
      NC To support Hope Junior Program which provides academic enrichment, social and recreational support to at-risk youth and teens 25,000
    Marillac St Vincent Family Svcs
    212 S Francisco Ave
    Chicago,IL60612
      NC Discretionary gramt 500
    Maryknoll Sisters
    PO Box 317
    Maryknoll,NY10545
      NC Matching grant 1,000
    Maryville Academy
    1150 N River Road
    Des Plaines,IL60016
      NC To support salaries of Crisis Nurserys key program staff dedicated to serving at-risk families to improve their quality of life 35,000
    Maryville Academy
    1150 N River Road
    Des Plaines,IL60016
      NC Discretionary gramt 500
    Meals on Wheels FdnN IL
    7222 Cermak Rd
    North Riverside,IL60546
      NC To grow the Outreach and Volunteer Program to provide home delivered meals and Community Caf Programs 5,000
    Mercy Home for Boys & Girls
    1140 W Jackson Blvd
    Chicago,IL60607
      NC To support all non-administrative expenses for education and career resources program serving 170 youths in residential care 10,000
    Mercy Housing Lakefront
    120 S LaSalle St
    Chicago,IL60603
      NC For Chicagoland Affordable Housing Development Initiative which will work to preserve Major Jenkins Apartments and others 35,000
    Midtown Educational Fdn
    1819 N Wood St
    Chicago,IL60622
      NC For a holistic approach of support for low-income youth and their families with a modified, virtual approach and loaned laptops 15,000
    Midtown Educational Fdn
    1819 N Wood St
    Chicago,IL60622
      NC Discretionary gramt 5,000
    Midtown Educational Fdn
    1819 N Wood St
    Chicago,IL60622
      NC Discretionary gramt 5,000
    Midtown Educational Fdn
    1819 N Wood St
    Chicago,IL60622
      NC Matching grant 4,500
    Midtown Educational Fdn
    1819 N Wood St
    Chicago,IL60622
      NC Matching grant 1,000
    Midwest Jesuits
    1010 N Hooker St
    Chicago,IL60642
      NC Discretionary gramt 1,000
    Midwest Prov Soc of Jesus
    1010 N Hooker St
    Chicago,IL60642
      NC To make needed repairs and enhance safety at the Jesuit residences located on Taylor Street and in Woodlawn 40,000
    Mikva Challenge
    200 S Michigan Ave
    Chicago,IL60604
      NC Matching grant 1,000
    Milestone Inc
    4060 McFarland Rd
    Loves Park,IL61111
      NC To help offset cost of delivering dental care to people not covered by insurance and procedures not covered by IL Public Aid/Medicaid 15,000
    Milestone Inc
    4060 McFarland Rd
    Loves Park,IL61111
      NC Discretionary gramt 500
    Ministry Formation ProgKY
    3105 Lexington Rd
    Louisville,KY40206
      NC To fund the conversion from in-class to online programs, including platforms, licenses, and equipment for training and instruction 5,000
    Misericordia
    6300 N Ridge Ave
    Chicago,IL60660
      NC To support variety of programs and services for residents with moderate to profound intellectual and developmental disabilities 75,000
    Misericordia
    6300 N Ridge Ave
    Chicago,IL60660
      NC Matching grant 5,000
    Misericordia
    6300 N Ridge Ave
    Chicago,IL60660
      NC Matching grant 4,500
    Misericordia
    6300 N Ridge Ave
    Chicago,IL60660
      NC Matching grant 2,500
    Mission Circle #112
    5203 Carmen St
    Torrance,CA90503
      NC Discretionary gramt 2,500
    Missionaries of Africa
    1624 21st St NW
    Washington,DC20009
      NC Discretionary gramt 2,500
    Morton Arboretum
    4100 IL-53
    Lisle,IL60532
      NC Matching grant 1,000
    Mother McAuley HS
    3737 W 99th St
    Chicago,IL60655
      NC To provide a state-of-the-art STEM Pathways Lab to bridge the gap between secondary education and college/career success 15,000
    Mothers Trust Fdn
    400 E Illinois Rd
    Lake Forest,IL60045
      NC To help children in need, providing them with clothing, shoes, safe baby gear, secure housing or utility assistance to avoid homelessness 5,000
    Mothers Trust Fdn
    400 E Illinois Rd
    Lake Forest,IL60045
      NC Matching grant 1,500
    Mothers Trust Fdn
    400 E Illinois Rd
    Lake Forest,IL60045
      NC Discretionary gramt 1,000
    Mount Carmel HS
    6410 S Dante Ave
    Chicago,IL60637
      NC To help subsidize McDermott/Doyle Program which serves students with learning disabilities but who have potential to succeed at college level 15,000
    Mount St Mary's Abbey
    300 Arnold St
    Wrentham,MA02093
      NC To repair The Bullpen, a fieldstone farm building original to the property, in order to utilize and preserve the building 5,000
    Museum of Contemp Art
    220 E Chicago Ave
    Chicago,IL60611
      NC To support School Programs which focuses on student and teacher development, and on students developing critical thinking skills 5,000
    Muslim Community Center
    5218 3rd Ave
    Brooklyn,NY11220
      NC Matching grant 2,500
    NAMI DuPage Cnty
    115 N County Farm Rd
    Wheaton,IL60187
      NC To continue and expand core services of education and support for individuals with mental illness and their families 5,000
    National Braille Press
    88 St Stephen St
    Boston,MA02115
      NC To support Hands On programming which provides high-quality education, materials and resources to blind and visually impaired children 5,000
    National Center for the Laity
    3422 W 59th Pl
    Chicago,IL60629
      NC Matching grant 400
    Natl Anti-Vivisection Soc
    444 N Wells St Suite 406
    Chicago,IL60654
      NC To support the writing, design, printing, mailing and fulfillment of three editions of Animal Action news magazine 20,000
    Natl Cntr on Sexual Exploitation
    1201 F St NW Suite 200
    Washington,DC20004
      NC To protect children from online sexual exploitation, defend nation from attempts to normalize sexual harm, combat crisis of pornography 5,000
    Natl Disaster Search Dog Fdn
    6800 Wheeler Canyon Road
    Santa Paula,CA93060
      NC To recruit dogs for training to form search teams and provide lifetime care to every dog 10,000
    Natl Fund for Cath Religious Voc
    5401 South Cornell Avenue
    Chicago,IL60615
      NC To support vocations to religious life with a commitment to reduce educational debt 15,000
    Natl Immigrant Justice Cntr
    224 S Michigan Ave Ste 600
    Chicago,IL60604
      NC Matching grant 2,500
    Natl Immigrant Justice Cntr
    224 S Michigan Ave Ste 600
    Chicago,IL60604
      NC Matching grant 2,500
    Natl Immigrant Justice Cntr
    224 S Michigan Ave Ste 600
    Chicago,IL60604
      NC Discretionary gramt 1,000
    Natl Immigrant Justice Cntr
    224 S Michigan Ave Ste 600
    Chicago,IL60604
      NC Matching grant 1,000
    Natl Latino Educ Instit
    2011 W Pershing Rd
    Chicago,IL60609
      NC To support programs which encompass job training and placement, financial, digital and language literacy, pre-vocational programs 10,000
    Natl Latino Educ Instit
    2011 W Pershing Rd
    Chicago,IL60609
      NC Discretionary gramt 500
    Nazareth Academy
    1209 Ogden Ave
    LaGrange Park,IL60526
      NC To upgrade eleven multimedia projectors to aid teachers to provide more robust presentations for remote learning 5,000
    Near North Health Service
    1276 N Clybourn Ave
    Chicago,IL60610
      NC To support integration of oral health services with medical services by training pediatricians to screen and apply fluoride varnishes 10,000
    New Ways Ministry
    4012 29th Street
    Mt Rainier,MD20712
      NC Matching grant 500
    Night Ministry
    1735 N Ashland Ave Ste 2000
    Chicago,IL60622
      NC For Response-Ability Pregnant and Parenting Program which provides shelter and services to homeless women, ages 14-21, and their children 15,000
    Night Ministry
    1735 N Ashland Ave Ste 2000
    Chicago,IL60622
      NC Discretionary gramt 2,500
    No More Deaths
    PO Box 40782
    Tuscon,AZ85717
      NC Matching grant 500
    North Side Housing & Support Svcs
    4410 N Ravenswood Ave 101
    Chicago,IL60640
      NC To support permanent supportive housing programs which include intensive case management and health care 5,000
    Northern IL Food Bank
    273 Dearborn Court
    Geneva,IL60134
      NC To provide nutritious food through new and established programs including UNITE, to meet demand in the pandemic 35,000
    Northern IL Food Bank
    273 Dearborn Court
    Geneva,IL60134
      NC Discretionary gramt 2,500
    Northern IL Food Bank
    273 Dearborn Court
    Chicago,IL60134
      NC Discretionary gramt 1,000
    Northern IL Food Bank
    273 Dearborn Court
    Chicago,IL60134
      NC To help feed the needy 1,000
    Northside Cath Academy
    6216 N Glenwood Ave
    Chicago,IL60660
      NC To increase resources available to students who are struggling readers to help them achieve their best in school and in life 15,000
    Northside Cath Academy
    6216 N Glenwood Ave
    Chicago,IL60660
      NC Matching grant 2,500
    Northside Cath Academy
    6216 N Glenwood Ave
    Chicago,IL60660
      NC Matching grant 2,500
    Northwestern Univ Feinberg Schl of Med
    420 E Superior St
    Evanston,IL60611
      NC Matching grant 10,000
    Northwestern University
    633 Clark St
    Evanston,IL60208
      NC To provide scholarship assistance to enable nonprofit executives and board members to attend executive education programs 10,000
    Northwestern University
    633 Clark St
    Evanston,IL60208
      NC Discretionary gramt 10,000
    Northwestern University
    633 Clark St
    Evanston,IL60208
      NC Discretionary gramt 2,500
    Northwestern University
    633 Clark St
    Evanston,IL60208
      NC Discretionary gramt 1,500
    Northwestern University
    633 Clark St
    Evanston,IL60208
      NC Matching grant 500
    Notre Dame Coll Prep
    7655 West Dempster Street
    Niles,IL60714
      NC To provide need-based financial assistance to students in the St. Andre Scholar program 15,000
    Notre Dame Univ ACE
    107 Carole Sandner Hall
    Notre Dame,IN46556
      NC To support ACE graduates as mentor teachers and provide financial aid so no student will be turned away 25,000
    NPH USA
    134 N LaSalle St
    Chicago,IL60602
      NC Matching grant 1,000
    Oak Park River Forest Comm Fdn
    1049 Lake St 204
    Oak Park,IL60301
      NC For the Youth Interventionist Program in Oak Park and River Forest with short term interventions for crisis, trauma, and other challenges 5,000
    OhioGuidestone
    434 Eastland Rd
    Berea,OH44017
      NC To support general operating expenses for various behavioral health programming and services 25,000
    Old Irving Park Comm Clinic
    5425 W Addison St
    Chicago,IL60641
      NC For operating support to deliver quality free medical and behavioral health care to underserved and uninsured adults, including PPE 15,000
    Onward Neighborhood House
    5413 W Diversey Ave
    Chicago,IL60639
      NC To support School Age Program which provides after-school and summer learning activities for children aged 5-12 10,000
    Opportunity Knocks
    8020 Madison St
    River Forest,IL60305
      NC For modified COVID program which provides social and recreational activities for individuals with intellectual and developmental disabilities 10,000
    Orphans of the Storm
    2200 Riverwoods Rd
    Deerfield,IL60015
      NC To provide for operating expenses of animal shelter 10,000
    Our Lady of Grace Schl
    2446 N Ridgeway Ave
    Chicago,IL60647
      NC To purchase literacy resources 10,000
    Our Lady of Lourdes Church
    4640 N Ashland Ave
    Chicago,IL60640
      NC Matching grant 3,000
    Our Lady of Lourdes Parish
    2718 Overbrook Dr
    Raleigh,NC27608
      NC Discretionary gramt 300
    Our Lady of Tepeyac Elementary
    2235 S Albany Ave
    Chicago,IL60623
      NC To support Development and Marketing Enrollment as the school works to increase its profile and build a strong financial base 10,000
    Our Lady of Tepeyac HS
    2228 S Whipple St
    Chicago,IL60623
      NC To support development, marketing and recruitment offices of the school 25,000
    Our Lady of Tepeyac HS
    2228 S Whipple St
    Chicago,IL60623
      NC Discretionary gramt 1,500
    PACTT Learning Cntr
    7101 N Greenview Ave
    Chicago,IL60626
      NC To support vocational services programs impacted by the pandemic which serve people with severe autism, most non-verbal 10,000
    PADS Lake Cnty
    1800 Grand Ave
    Waukegan,IL60085
      NC To meet the mission and purpose of helping those who are experiencing a housing crisis especially during the pandemic 10,000
    Parenting for Non-Violence
    1136 S Delano Ct
    Chicago,IL60605
      NC To provide parenting education to parents, resulting in more nurturing environment for children living in areas of poverty and violence 5,000
    Parenting for Non-Violence
    1136 S Delano Ct
    Chicago,IL60605
      NC Discretionary gramt 5,000
    Partners For Progress
    23525 W Milton Rd
    Wauconda,IL60084
      NC To support therapeutic horseback riding intervention, including a new Occupational Life Skills Program 5,000
    Pathways Foundation
    150 N Michigan Ave
    Chicago,IL60601
      NC To update, enhance and maintain website for sharing information to help children maximize motor, sensory and communication development 22,500
    PAWS Chicago
    1997 N Clybourn Ave
    Chicago,IL60614
      NC Matching grant 2,500
    Peace Corner Youth Cntr
    5022 W Madison St
    Chicago,IL60644
      NC To support a retooling of programs to best expand participation and serve the Austin families during the COVID-19 pandemic 7,500
    PEAK
    1443 W Division St
    Chicago,IL60642
      NC Matching grant 1,000
    Pegasus Farm
    7490 Edison St NE
    Hartville,OH44632
      NC To care for herd of thirty-eight specially trained horses working in therapeutic equestrian programs 15,000
    Peggy Notebaert Nature Museum
    2430 N Cannon Dr
    Chicago,IL60614
      NC To support We Are Scientists program which fosters wildlife and ecosystem science skill development for students at eight Catholic schools 25,000
    Peggy Notebaert Nature Museum
    2430 N Cannon Dr
    Chicago,IL60614
      NC Matching grant 5,000
    Peggy Notebaert Nature Museum
    2430 N Cannon Dr
    Chicago,IL60614
      NC Matching grant 2,500
    People for a Safer Society
    PO Box 1352
    Skokie,IL60076
      NC Discretionary gramt 1,000
    Performing Animal Welf Soc
    1065 Pool Station Rd
    San Andreas,CA95249
      NC To support a veterinary program for 12 rescued tigers, including pain management, supplements, lab fees and testing services 20,000
    Poder Learning Cntr
    6155 S Pulaski Rd
    Chicago,IL60629
      NC To ensure a greater number of unemployed and underemployed Spanish-speaking individuals obtain skills needed to integrate and succeed 10,000
    Poder Learning Cntr
    6155 S Pulaski Rd
    Chicago,IL60629
      NC Discretionary gramt 500
    Police Chaplains Ministry
    1140 W Jackson Blvd
    Chicago,IL60607
      NC To support programs for survivors of Chicago Police Officers killed in line of duty, including summer boat cruise and annual holiday dinner 10,000
    Port Ministries
    5013 S Hermitage Ave
    Chicago,IL60609
      NC To support programs such as the food truck, after-school program, and free health clinic 5,000
    Precious Blood Ministry
    5114 S Elizabeth St
    Chicago,IL60609
      NC To develop a restorative community together with courts and police as an alternative to the criminal justice system 15,000
    Precious Blood Ministry
    5114 S Elizabeth St
    Chicago,IL60609
      NC Matching grant 1,500
    Precious Blood Ministry
    5114 S Elizabeth St
    Chicago,IL60609
      NC Discretionary gramt 1,000
    PrimeCare Comm Health
    1431 N Western Ave
    Chicago,IL60622
      NC To support COVID-19 vaccine distribution efforts and an expansion of behavioral health services 15,000
    Pro-Life Champions
    4160 Cove Ln
    Glenview,IL60025
      NC To complete short films for Shout My Story social media project, and a television documentary, to defend and promote human life 5,000
    Providence St Mel Schl
    119 S Central Park Ave
    Chicago,IL60624
      NC To provide scholarships for neediest students 20,000
    Providence St Mel Schl
    119 S Central Park Ave
    Chicago,IL60624
      NC Matching grant 1,500
    Public Interest Law Initiative
    105 W Madison St UNIT 610
    Chicago,IL60654
      NC To support two law student interns in summer to provide legal work for or on behalf of children and people with disabilities 10,000
    Queen of Angels Schl
    4520 N Western Ave
    Chicago,IL60625
      NC To support learning resource program which provides comprehensive services to students diagnosed with learning disabilities 10,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC To support K-12th grade Spiritual Formation Program for Lakota students for 2020-2021 school year 50,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC Matching grant 10,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC Matching grant 5,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC Matching grant 5,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC Discretionary gramt 2,000
    Red Cloud Indian Schl
    100 Mission Drive
    Pine Ridge,SD57770
      NC Discretionary gramt 1,000
    RefugeeOne
    5705 N Lincoln Ave
    Chicago,IL60659
      NC Discretionary gramt 2,500
    Regina Dominican HS
    701 Locust Rd
    Wilmette,IL60091
      NC To provide financial aid to deserving students 40 of students receive tuition assistance through the Regina Fund 15,000
    Resurrection Project
    1805 S Paulina St
    Chicago,IL60608
      NC To support HOPE Family Services, a family-strengthening program for low-and moderate-income Latino families in Chicago 10,000
    Roseland Training Cntr
    235 E 136th Pl
    Chicago,IL60827
      NC For tutors stipends for Parent and Child Educational Tutoring Program for disadvantaged children with learning disabilities and their parents 10,000
    Roseland Training Cntr
    235 E 136th Pl
    Chicago,IL60827
      NC Discretionary gramt 250
    Rutger's Keck Cntr - Coll Neuroscience
    Allison Rd
    Piscataway,NJ08854
      NC Matching grant 5,000
    SMILES Inc
    N2666 Co Rd K
    Darien,WI53114
      NC To assist with expenses of horse care and the compensation of certified therapeutic riding instructors 25,000
    Sacred Heart Schools
    6250 N Sheridan Rd
    Chicago,IL60660
      NC Matching grant 400
    Sacred Heart Southern Missions
    6050 Hwy 161N
    Walls,MS38686
      NC Discretionary gramt 1,000
    Safe Families for Children
    4300 W Irving Park Rd
    Chicago,IL60641
      NC To recruit, screen and train 400 new volunteers who will facilitate 1500 hostings of children from families facing a crisis 10,000
    Salvation Army
    1804 Mt Vernon Ave
    Alexandria,VA22301
      NC Discretionary gramt 200
    San Miguel Febres Cordero Schl
    1954 W 48th St
    Chicago,IL60609
      NC To support its Middle School Program, an intensive educational program focusing on academic and social/emotional skills 15,000
    San Miguel Febres Cordero Schl
    1954 W 48th St
    Chicago,IL60609
      NC Discretionary gramt 500
    Sarah's Circle
    4838 N Sheridan Rd
    Chicago,IL60640
      NC For Daytime Support Center which helps women who are homeless with basic needs and support services to find permanent housing 10,000
    Second Sense
    65 E Wacker Pl 1010
    Chicago,IL60601
      NC To support programs such as individual training in daily living skills, orientation and mobility training for people with vision loss 10,000
    Shedd Aquarium Soc
    1200 S Lake Shore Dr
    Chicago,IL60605
      NC To support a research project examining the use of meloxicam to treat the yellow stingray for pain management 10,000
    Shedd Aquarium Soc
    1200 S Lake Shore Dr
    Chicago,IL60605
      NC Matching grant 8,000
    Shedd Aquarium Soc
    1200 S Lake Shore Dr
    Chicago,IL60605
      NC Matching grant 5,000
    Shedd Aquarium Soc
    1200 S Lake Shore Dr
    Chicago,IL60605
      NC Matching grant 5,000
    Shedd Aquarium Soc
    1200 S Lake Shore Dr
    Chicago,IL60605
      NC Discretionary gramt 1,000
    Sisterhouse
    25 Washington Blvd
    Oak Park,IL60302
      NC To provide operating support for homeless shelter for women seeking recovery from substance abuse and their former illegal lifestyles 10,000
    Sisters of Charity BVM
    1100 Carmel Drive
    Dubuque,IL60302
      NC Discretionary gramt 2,500
    Sisters of Charity BVM
    1100 Carmel Drive
    Dubuque,IL60302
      NC Matching grant 2,500
    Sisters of Charity BVM
    1100 Carmel Drive
    Dubuque,IL60302
      NC Discretionary gramt 2,000
    Sisters of Christian Charity
    2041 Elmwood Avenue
    Wilmette,IL60091
      NC Discretionary gramt 5,000
    Sisters of Christian Charity
    2041 Elmwood Avenue
    Wilmette,IL60091
      NC Matching grant 1,500
    SkyART
    3026 E 91st St
    Chicago,IL60617
      NC To support free art programs in local parochial schools on the South Side of Chicago 10,000
    So Suburban PADS
    414 Lincoln Hwy
    Chicago Heights,IL60411
      NC To address the homelessness crisis, providing homelessness prevention, meals, emergency shelter, temporary rent assistance 10,000
    Soc St Vincent de PaulBelleville
    13 Vieux Carre Dr
    East St Louis,IL62203
      NC To help pay for humanitarian services associated with safety and security, food for families, and to meet other basic human needs 5,000
    Sojourner Truth House - Gary
    410 W 13th Ave
    Gary,IN46407
      NC To increase capacity of the food pantry to relieve hunger for COVID-affected families in northwest Indiana 5,000
    Solidarity Bridge
    1703 Darrow Ave 1
    Evanston,IL60201
      NC To strengthen Catholic identity during time of expansion and enhance spiritual impact on all stakeholders, train and equip medical communities 10,000
    SOS Children's Villages IL
    216 W Jackson Blvd 925
    Chicago,IL60606
      NC To support Sibling Foster Care program which provides children exceptional therapeutic, educational and emotional support 10,000
    SOS Children's Villages IL
    216 W Jackson Blvd 925
    Chicago,IL60606
      NC Discretionary gramt 500
    Southside Center of Hope
    6423 S Woodlawn Ave
    Chicago,IL60637
      NC To support the agencys residential, holistic and gender specific recovery program for women with children 15,000
    Southside Center of Hope
    6423 S Woodlawn Ave
    Chicago,IL60637
      NC Discretionary gramt 500
    Southwest Chgo Homeless Svcs
    3121 W 71st St
    Chicago,IL60629
      NC To support case management program which provides counseling, referrals and advocacy for homeless and housing-insecure persons 10,000
    Special Olympics Illinois
    1644 N Honore St 205
    Chicago,IL60622
      NC To support traditional athletic programs and supplementary athlete-related initiatives for children and adults with intellectual disabilities 10,000
    St Agatha Church
    3147 W Douglas Blvd
    Chicago,IL60623
      NC Matching grant 500
    St Agnes Parish
    32 Medford St
    Arlington,MA02474
      NC Matching grant 1,350
    St Agnes Parish
    32 Medford St
    Arlington,MA02474
      NC Matching grant 300
    St Augustine College
    1345 W Argyle St
    Chicago,IL60640
      NC To support the Director who will coordinate the Writing Across The Curriculum program and tutor/mentor assignments 15,000
    St Bernard Hospital
    326 W 64th St
    Chicago,IL60620
      NC For Dental Center which provides oral health services to underserved children/families, with special focus on those with special needs 10,000
    St Columbanus Church
    331 E 71st St
    Chicago,IL60619
      NC To help with expenses associated with maintaining food pantry service to residents of Park Manor and Woodlawn neighborhoods 10,000
    St Columbanus Church
    331 E 71st St
    Chicago,IL60619
      NC Matching grant 2,000
    St Columbanus Church
    331 E 71st St
    Chicago,IL60619
      NC Discretionary gramt 1,000
    St Columbanus Church
    331 E 71st St
    Chicago,IL60619
      NC Discretionary gramt 500
    St Francis de Sales HS
    10155 S Ewing Ave
    Chicago,IL60617
      NC To provide financial support to students who have financial need 25,000
    St Francis de Sales HS
    10155 S Ewing Ave
    Chicago,IL60617
      NC Discretionary gramt 1,500
    St Gertrudes Church
    1420 W Granville Ave
    Chicago,IL60660
      NC Discretionary gramt 1,000
    St Gertrudes Church
    1420 W Granville Ave
    Chicago,IL60660
      NC Matching grant 5,000
    St Gertrudes Church
    1420 W Granville Ave
    Chicago,IL60660
      NC Matching grant 1,000
    St Ignatius Chgo Rowing Assoc
    1076 West Roosevelt Road
    Chicago,IL60608
      NC Matching grant 10,000
    St Ignatius Chgo Rowing Assoc
    1076 West Roosevelt Road
    Chicago,IL60608
      NC Discretionary gramt 1,000
    St Ignatius College Prep
    1076 Roosevelt Rd
    Chicago,IL60608
      NC To support the upgrade of the 1076 Building Beigel Library to promote advanced technological research-based learning 25,000
    St Ignatius College Prep
    1076 Roosevelt Rd
    Chicago,IL60608
      NC Matching grant 10,000
    St Ignatius College Prep
    1076 Roosevelt Rd
    Chicago,IL60608
      NC Matching grant 2,500
    St Ignatius College Prep
    1076 Roosevelt Rd
    Chicago,IL60608
      NC Matching grant 2,500
    St Ignatius College Prep
    1076 Roosevelt Rd
    Chicago,IL60608
      NC Matching grant 1,500
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC To support the St. Anthonys Bread program, providing assistance to people who have no one else to turn to during the pandemic 7,500
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 3,000
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 2,500
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 2,500
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Discretionary gramt 1,000
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 1,000
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 1,000
    St Ita Church
    5500 N Broadway
    Chicago,IL60640
      NC Matching grant 1,000
    St James on Wabash Parish
    2907 S Wabash Ave
    Chicago,IL60616
      NC To support the food pantry and social outreach ministry which serves the homeless, working poor and aged in the community 10,000
    St James on Wabash Parish
    2907 S Wabash Ave
    Chicago,IL60616
      NC Discretionary gramt 500
    St Joseph HS
    10900 W Cermak Rd
    Westchester,IL60154
      NC To support financial assistance program for financially challenged but deserving students for 2020-2021 academic term 15,000
    St Joseph Services
    1501 N Oakley Blvd
    Chicago,IL60622
      NC To help cover adult education program and youth program expenses including teaching supplies and salaries for instructors 10,000
    St Labre Indian School
    Tongue River Rd
    Ashland,MT59003
      NC Matching grant 1,000
    St Leonard's Ministries
    2100 W Warren Blvd
    Chicago,IL60612
      NC To support Barlow Center, which provides reentering citizens with pre-employment support and job skills training to maintain employment 10,000
    St Mary of the Lake Schl
    1026 W Buena Ave
    Chicago,IL60613
      NC To support additional expenses due to Covid-19 to help meet needs of culturally diverse student population 10,000
    St Mary of the Lake University
    1000 E Maple Ave
    Mundelein,IL60060
      NC Matching grant 900
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 15,000
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Discretionary gramt 5,000
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 1,250
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 1,000
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 1,000
    St Mary Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 500
    St Mary's Parish
    1012 Lake St
    Lake Forest,IL60201
      NC Matching grant 3,000
    St Mary's Parish
    1012 Lake St
    Lake Forest,IL60201
      NC Matching grant 2,000
    St Mary's Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 1,000
    St Mary's Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 750
    St Mary's Parish
    1012 Lake St
    Evanston,IL60201
      NC Matching grant 750
    St Patrick HS
    5900 W Belmont Ave
    Chicago,IL60634
      NC To aid in necessary, but unexpected costs relating to the Covid-19 pandemic, including touchless faucets and sanitizing stations 15,000
    St Patrick HS
    5900 W Belmont Ave
    Chicago,IL60634
      NC Discretionary gramt 1,000
    St Patrick Parish
    991 S Waukegan Rd
    Lake Forest,IL60045
      NC Matching grant 3,500
    St Patrick Parish
    991 S Waukegan Rd
    Lake Forest,IL60045
      NC Matching grant 2,000
    St Patrick Parish
    991 S Waukegan Rd
    Lake Forest,IL60045
      NC Matching grant 1,500
    St Patrick Parish
    991 S Waukegan Rd
    Lake Forest,IL60045
      NC Matching grant 1,500
    St Patrick Parish
    700 W Adams St
    Chicago,IL60661
      NC Discretionary gramt 1,000
    St Patrick Parish
    991 S Waukegan Rd
    Lake Forest,IL60045
      NC Matching grant 900
    St Peter's Church in the Loop
    110 W Madison St
    Chicago,IL60602
      NC To underwrite needed repairs and updates to the church, including a humidifier for the heating system and security cameras 25,000
    St Peter's Church in the Loop
    110 W Madison St
    Chicago,IL60602
      NC Matching grant 10,000
    St Peter's Church in the Loop
    110 W Madison St
    Chicago,IL60602
      NC Matching grant 2,500
    St Peter's Church in the Loop
    110 W Madison St
    Chicago,IL60602
      NC Matching grant 1,750
    St Peter's Church in the Loop
    110 W Madison St
    Chicago,IL60602
      NC Matching grant 1,000
    St Philip Neri Church
    2132 E 72nd St
    Fort Mill,SC29401
      NC Discretionary gramt 10,000
    St Philip Neri School
    2132 E 72nd St
    Fort Mill,SC29401
      NC Discretionary gramt 10,000
    St Pius V Parish
    1901 S Ashland Ave
    Chicago,IL60608
      NC To support the emergency food assistance program, including the food pantry, soup kitchen, and holiday dinners for the community 10,000
    St Rita of Cascia HS
    7740 S Western Ave
    Chicago,IL60620
      NC To provide tuition assistance to students with financial need 5,000
    St Thomas of Canterbury Food Pantry
    4827 N Kenmore Ave
    Chicago,IL60640
      NC To support dramatically increased demand for services at the food pantry and soup kitchen due to the Covid-19 pandemic 6,500
    St Thomas of Canterbury Food Pantry
    4827 N Kenmore Ave
    Chicago,IL60640
      NC Discretionary gramt 1,000
    St Thomas of Canterbury Schl
    5525 N Magnolia Ave
    Chicago,IL60640
      NC To support the additional expenses incurred due to the Covid-19 pandemic 15,000
    St Thomas the Apostle Church
    5472 S Kimbark Ave
    Chicago,IL60615
      NC Matching grant 5,000
    St Thomas the Apostle Church
    5472 S Kimbark Ave
    Chicago,IL60615
      NC Discretionary gramt 2,000
    St Thomas the Apostle Church
    5472 S Kimbark Ave
    Chicago,IL60615
      NC Matching grant 1,000
    St Thomas the Apostle ParBeloit
    822 E Grand Ave
    Beloit,WI53511
      NC To support Office of Hispanic Ministry, which provides salary and benefits for the Director, and outreach to Hispanic community 25,000
    St Xavier University
    3700 W 103rd St
    Chicago,IL60655
      NC To support program expenses for diagnosis and treatment of communication disorders for children and adults at no-fee clinic 20,000
    St Xavier University
    3700 W 103rd St
    Chicago,IL60655
      NC Discretionary gramt 500
    States United to Prev Gun Violence
    PO Box 176
    Westmoreland,NH03467
      NC To support the first virtual youth fellowship program 7,500
    Steppenwolf Theatre
    1650 N Halsted St
    Chicago,IL60614
      NC To support the Steppenwolf for Young Adults program, a virtual and free offering to schools throughout the Chicago area 7,500
    Taller de Jose
    2831 W 24th Blvd
    Chicago,IL60623
      NC For accompaniment programs wherein staff walk alongside clients both physically and emotionally as they access resources in city 10,000
    Taller de Jose
    2831 W 24th Blvd
    Chicago,IL60623
      NC Discretionary gramt 250
    Tappan Lake Volunteer Fire Dept
    33300 Cadiz-Dennison RD
    Scio,OH43988
      NC Matching grant 2,500
    The Food Group
    8501 54th Ave N
    New Hope,MN55428
      NC To support Food Shelf Support, Fare For All, and Big River Farms which help meet basic needs for healthy and culturally-specific foods 10,000
    The Honor Fdn
    11055 Roselle St
    San Diego,CA92121
      NC To sponsor two fellows and their families in program to transition Navy Seals from active duty to private sector 10,000
    The Ireland Funds America
    10 Post Office Square Suite 1205
    Boston,MA02109
      NC Discretionary gramt 1,000
    The Lumen Christi Institute
    1220 E 58th St
    Chicago,IL60637
      NC Discretionary gramt 500
    The Village Chicago
    2502 N Clark St
    Chicago,IL60614
      NC To support intergenerational educational and social connection programs including more than 300 virtual events on Zoom 5,000
    The Woodlawn Foundation
    56 Harrison St 401
    New Rochelle,NY10801
      NC Discretionary gramt 3,000
    The Woodlawn Foundation
    56 Harrison St 401
    New Rochelle,NY10801
      NC Matching grant 2,500
    The Woodlawn Foundation
    56 Harrison St 401
    New Rochelle,NY10801
      NC Discretionary gramt 2,000
    The Woodlawn Foundation
    56 Harrison St 401
    New Rochelle,NY10801
      NC Discretionary gramt 2,000
    The Woodlawn Foundation
    56 Harrison St 401
    New Rochelle,NY10801
      NC Matching grant 2,000
    Thea Bowman Cath Ed Fdn
    4870 Woodridge Dr
    Hermantown,MN55811
      NC To support a virtual enrichment program for African-American students to provide an introduction to the Catholic Intellectual Tradition 10,000
    Thomas Aquinas College
    10000 Ojai Rd
    Santa Paula,CA93060
      NC To provide financial aid for Illinois students with demonstrated need in 2020-2021 academic year 5,000
    Tourniquet Inc
    PO Box 333
    Whitestone,NY11357
      NC To provide essentials and vital services to perpetuate the mission of a Never Kill animal rescue shelter 5,000
    Trinity High School
    7574 Division St
    River Forest,IL60305
      NC To support capital campaign to build an endowment fund to provide need-based tuition to students and to improve the campus 15,000
    Trinity Hospital Twin City
    819 N 1st St
    Dennison,OH44621
      NC Discretionary gramt 5,000
    Tuesday's Child
    3633 N California Ave
    Chicago,IL60618
      NC To support an 8-12 week program for parents with a parent trainer and clinical psychologist, for families with challenging children 10,000
    Turning Point Center -Skokie
    8324 Skokie Blvd
    Skokie,IL60077
      NC Matching grant 5,000
    Turning Point Woodstock
    11019 US-14
    Woodstock,IL60098
      NC To support a secure emergency shelter for victims of domestic violence, the only one of its kind in McHenry County 5,000
    Tuscarawas Cnty Univ Fdn
    330 University Dr NE
    New Philadelphia,OH44663
      NC To provide funding for a 2.5 mile nature education and walking trail on the campus for students and the community 10,000
    Tuscarawas Cnty YMCA
    600 Monroe St
    Dover,OH44622
      NC Discretionary gramt 2,500
    Tuscarawas County Humane Soc
    1432 Tall Timber Rd NE
    New Philadelphia,OH44663
      NC To support medical and veterinary services for rescued animals and one-time additional support for COVID-19 impact 15,000
    US Conference of Catholic Bishops
    P O Box 96278
    Washington,DC20077
      NC Matching grant 500
    UCAN
    3605 W Fillmore St
    Chicago,IL60624
      NC To support behavioral health services and youth development programs for youth who have experienced trauma 15,000
    UIC John Marshall Law Schl
    300 S State St
    Chicago,IL60604
      NC To support a restorative justice training program for elementary and high school teachers, staff and administrators 10,000
    UIC John Marshall Law Schl
    300 S State St
    Chicago,IL60604
      NC Discretionary gramt 500
    UIFUIC School of Public Health
    1603 W Taylor St
    Chicago,IL60612
      NC Matching grant 5,000
    Union Hospital
    659 Boulevard St
    Dover,OH44622
      NC Discretionary gramt 5,000
    United Way of Tuscarawas Cnty
    1458 5th St NW
    New Philadelphia,OH44663
      NC Discretionary gramt 10,000
    Univ of St Mary of the Lake
    1000 E Maple Ave
    Mundelein,IL60060
      NC To provide counseling and evaluation sessions to incoming seminarians and continued counseling as they discern their calling 15,000
    Uptown People's Law Cntr
    4413 N Sheridan Rd
    Chicago,IL60640
      NC For general operating expenses connected with legal services for the poor and indigent 10,000
    Urban CPE Consortium
    1668 Ogden Ave
    Chicago,IL60612
      NC To support Board of Directors development and transition to Board with members from business, legal, financial and educational communities 5,000
    Urban Initiatives
    650 W Lake St Unit 340
    Chicago,IL60661
      NC To support play-based social emotional learning services including the Elementary Play Program for CPS students 10,000
    Visitation Catholic Schl
    900 W Garfield Blvd
    Chicago,IL60609
      NC To expand technology offerings through a flexible, innovative STEAM Lab and accompanying curriculums and technology 10,000
    Willows Academy
    1015 Rose Ave
    Des Plaines,IL60016
      NC For recent STEM expansions and to supplement STEM teacher salaries 7,500
    WINGS Program Inc
    PO Box 95615
    Palatine,IL60095
      NC For Children Family Services program which provides individualized counseling and case management to child survivors of domestic violence 15,000
    Women's Ordination Conference
    PO Box 15057
    Washington,DC20003
      NC Matching grant 500
    WTTW Channel 11
    5400 N St Louis Ave
    Chicago,IL60625
      NC To produce and present high-quality science and nature programming which educates, informs and engages viewers 10,000
    St Agnes Parish
    32 Medford St
    Arlington,MA02474
      NC Recovery of amount treated as qualifying distribution, Part XI, Line 4 -900
    Grace Giving
    523 S Princeton
    Arlington Heights,IL60005
      NC Recovery of amount treated as qualifying distribution, Part XI, Line 5 -2,500
    Total .................................bullet 3a 4,501,837
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....       2,643,337  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,208  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,785,606  
    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)..   12,430,151  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,430,151
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011406
    Software Version: 20.0.2.0
    Part VI Line 7 - Tax Paid with the Original Return: 258,972


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Raymond D. Better, CPA 35,256 35,256    
    Legacy Professionals, LLP 19,750     19,750

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    See attached schedule 50,334,129 51,214,389

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    57527335.45 57,527,335 94,082,473

    TY 2020 LegalFeesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CTLTC 335     335
    Drinker Biddle and Reath LLP 486     486
    Fisher Phillips 2,120     2,120


    TY 2020 OtherAssetsSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Security deposit, office space 29,470 29,470 29,470


    TY 2020 OtherDecreasesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Amount
    Rounding error 1


    TY 2020 OtherExpensesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues and Subscriptions 2,546     2,546
    Insurance 21,197 14,216   6,981
    Electricity 997     997
    Office Supplies and Equipment 9,311     9,311
    Postage and Delivery 8,142     8,142
    Telecommunications 11,352 1,135   10,217
    Parking and Local Transportation 4,683     4,683
    Other Expenses 909     909


    TY 2020 OtherIncomeSchedule2
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class action settlements 1,208 1,208  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Great Lakes Advisors Inc. 19,761 19,761    
    Rickard P. Schwartz 80,000 80,000    
    The Northern Trust Co. 60,694 60,694    
    FIAM LLC 19,505 19,505    
    Allen L. Kracower Associates 1,900     1,900
    Justin Simon 2,781     2,781


    TY 2020 TaxesSchedule
    Name:
    Helen V Brach Foundation
    EIN:
    23-7376427
    Software ID:
    20011406
    Software Version:
    20.0.2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 200,000      
    Illinois Annual Report and Form 6166 15     15