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 01-01-2020 , and ending 12-31-2020
Name of foundation
John Marshall Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)429 Willow Wood Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Palatine, IL60074
A Employer identification number

26-6107463
B Telephone number (see instructions)

(847) 358-4480
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$6,245,494J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 49,089 49,089  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 380,368
b Gross sales price for all assets on line 6a 580,700
7 Capital gain net income (from Part IV, line 2)... 380,368
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 429,457 429,457  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,819 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,834 0   0
25 Contributions, gifts, grants paid....... 235,000 235,000
26 Total expenses and disbursements. Add lines 24 and 25 238,834 0   235,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 190,623
b Net investment income (if negative, enter -0-) 429,457
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............. 56,327 35,639 51,639
2 Savings and temporary cash investments.........      
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) 70,849 Click to see attachment35,667 55,960
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,105,749 Click to see attachment2,356,890 6,137,895
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,232,925 2,428,196 6,245,494
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,232,925 2,428,196
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,232,925 2,428,196
30 Total liabilities and net assets/fund balances (see instructions). 2,232,925 2,428,196
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
2,232,925
2
Enter amount from Part I, line 27a .....................
2
190,623
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,648
4
Add lines 1, 2, and 3 ..........................
4
2,428,196
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,428,196
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 ALIBABA GROUP HOLDING LTD ADR P 2018-02-01 2020-07-08
b APPLE INC P 2014-02-26 2020-12-22
c APPLE INC P 2014-02-26 2020-12-16
d APPLE INC P 2014-02-26 2020-12-07
e APPLE INC P 2012-12-10 2020-11-12
APPLE INC P 2012-12-10 2020-11-06
APPLE INC P 2012-12-10 2020-08-21
APPLE INC P 2012-12-10 2020-08-13
APPLE INC P 2012-12-10 2020-08-07
APPLE INC P 2012-12-10 2020-08-04
APPLE INC P 2012-12-10 2020-08-03
APPLE INC P 2012-12-10 2020-07-31
APPLE INC P 2012-12-10 2020-07-14
APPLE INC P 2012-12-10 2020-06-05
APPLE INC P 2012-12-10 2020-05-21
APPLE INC P 2015-12-21 2020-05-11
APPLE INC P 2015-12-21 2020-04-01
COVIA HOLDINGS CORP P 2015-01-26 2020-07-14
DEVON ENERGY CORP P 2002-01-24 2020-08-03
NEXTERA ENERGY INC   1984-03-07 2020-11-06
PELOTON INTERACTIVE INC P 2019-12-27 2020-12-22
PELOTON INTERACTIVE INC P 2019-12-27 2020-12-21
PELOTON INTERACTIVE INC P 2019-12-27 2020-12-18
PELOTON INTERACTIVE INC P 2019-12-27 2020-12-15
PELOTON INTERACTIVE INC P 2019-12-27 2020-12-03
PELOTON INTERACTIVE INC P 2019-12-27 2020-11-12
PELOTON INTERACTIVE INC P 2019-12-27 2020-11-10
PELOTON INTERACTIVE INC P 2019-12-27 2020-11-06
PELOTON INTERACTIVE INC P 2019-12-27 2020-08-03
PELOTON INTERACTIVE INC P 2019-12-27 2020-07-14
PELOTON INTERACTIVE INC P 2019-12-27 2020-06-15
PELOTON INTERACTIVE INC P 2019-12-27 2020-05-22
PELOTON INTERACTIVE INC P 2019-12-27 2020-05-07
US TREASURY 2.125% 2/15/40 P 2010-03-30 2020-04-03
PELOTON INTERACTIVE INC P 2019-12-27 2020-01-21
NATURA & CO. - CASH IN LIEU P 2020-06-10 2020-06-10
(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 6,150   4,955 1,195
b 6,480   927 5,553
c 6,300   927 5,373
d 6,108   927 5,181
e 23,800   3,766 20,034
5,844   946 4,898
48,844   7,571 41,273
11,449   1,893 9,556
11,219   1,893 9,326
10,849   1,893 8,956
21,812   3,785 18,027
10,184   1,893 8,291
66,904   13,249 53,655
16,397   3,785 12,612
7,897   1,893 6,004
7,797   2,683 5,114
12,003   5,366 6,637
21   18,991 -18,970
462   428 34
18,730   249 18,481
31,965   5,436 26,529
14,249   2,718 11,531
6,897   1,359 5,538
6,150   1,359 4,791
5,684   1,359 4,325
27,155   6,795 20,360
10,499   2,718 7,781
31,139   6,795 24,344
10,676   4,077 6,599
23,372   10,192 13,180
6,125   3,397 2,728
11,325   6,795 4,530
11,106   6,795 4,311
51,944   35,338 16,606
33,124   27,179 5,945
40     40
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,195
b       5,553
c       5,373
d       5,181
e       20,034
      4,898
      41,273
      9,556
      9,326
      8,956
      18,027
      8,291
      53,655
      12,612
      6,004
      5,114
      6,637
      -18,970
      34
      18,481
      26,529
      11,531
      5,538
      4,791
      4,325
      20,360
      7,781
      24,344
      6,599
      13,180
      2,728
      4,530
      4,311
      16,606
      5,945
      40
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 2 380,368
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
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 5,969
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 0
3 Add lines 1 and 2........................... 3 5,969
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,969
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,970
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletDENISE PERKINS Telephone no.bullet (847) 342-0553

    Located atbullet710 N HADDOW AVEARLINGTON HEIGHTSIL ZIP+4bullet60004
    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
    MARCIA MARSHALL TRUSTEE
    2.00     		0 0 0
    429 WILLOW WOOD DR
    PALATINE,IL60074
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    5,031,378
    b
    Average of monthly cash balances.......................
    1b
    46,683
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,078,061
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,078,061
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    76,171
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,001,890
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    250,095
    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
    250,095
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,969
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,969
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    244,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    244,126
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    244,126
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    235,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    235,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    235,000
    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 7 244,126
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 9,957
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 235,000
    a Applied to 2019, but not more than line 2a 9,957
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 225,043
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		19,083
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049     		  PC UNRESTRICTED 1,000
    ADVOCATE CHARITABLE FOUNDATION - ADULT DOWN SYNDROME CLINIC
    3075 HIGHLAND PARKWAY
    DOWNERS GROVE,IL60515     		  PC UNRESTRICTED 1,000
    ALS
    1300 WILSON BLVD SUITE 600
    ARLINGTON,VA22209     		  PC UNRESTRICTED 500
    ALZHEIMERS ASSOCIATION
    8430 W BRYN MAWR SUITE 800
    CHICAGO,IL60631     		  PC UNRESTRICTED 2,000
    ALZHEIMERS ASSOCIATION
    8430 W BRYN MAWR SUITE 800
    CHICAGO,IL60631     		  PC UNRESTRICTED 500
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		  PC UNRESTRICTED 2,000
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		  PC UNRESTRICTED 2,000
    ANN AND ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
    225 E CHICAGO AVE BOX 4
    CHICAGO,IL606112991     		  PC UNRESTRICTED 2,000
    ANNUAL CATHOLIC APPEAL
    835 N RUSH ST
    CHICAGO,IL60611     		  PC UNRESTRICTED 1,500
    ANNUAL CATHOLIC APPEAL
    835 N RUSH ST
    CHICAGO,IL60611     		  PC UNRESTRICTED 1,000
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE SUITE 600
    ATLANTA,GA30309     		  PC UNRESTRICTED 1,000
    BOYS AND GIRLS CLUB OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA303095700     		  PC UNRESTRICTED 1,000
    BOYS RANCH
    600 SW 11TH AVE
    AMARILLO,TX791013722     		  PC UNRESTRICTED 1,000
    BREAST CANCER RESEARCH FOUNDATION
    28 W 44TH ST SUITE 609
    NEW YORK,NY10036     		  PC UNRESTRICTED 1,500
    CATHOLIC CHARITIES
    721 N LASALLE ST
    CHICAGO,IL60654     		  PC UNRESTRICTED 1,050
    CATHOLIC CHARITIES
    721 N LASALLE ST
    CHICAGO,IL60654     		  PC UNRESTRICTED 1,000
    CATHOLIC CHARITIES
    721 N LASALLE ST
    CHICAGO,IL60654     		  PC UNRESTRICTED 750
    CATHOLIC MEDICAL MISSION - CMMB
    100 WALL ST FLOOR 9
    NEW YORK,NY10005     		  PC UNRESTRICTED 1,000
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON ST
    BALTIMORE,MD212013443     		  PC UNRESTRICTED 1,000
    CENTER FOR COMMUNITY STEWARDSHIP CO COOK COUNTY IT FORWARD
    116 N FEW ST SUITE 3
    MADISON,WI53703     		  PC UNRESTRICTED 750
    CENTRAL ILLINOIS FOOD BANK
    PO BOX 8228
    SPRINGFIELD,IL62791     		  PC UNRESTRICTED 2,000
    CHARITY NAVIGATOR
    PO BOX 6002
    BELLMAWR,NJ080996002     		  PC UNRESTRICTED 1,000
    CHICAGO COMMUNITY TRUST
    225 N MICHIGAN AVE SUITE 2200
    CHICAGO,IL60601     		  PC UNRESTRICTED 1,000
    CLEARBROOK
    1835 W CENTRAL RD
    ARLINGTON HEIGHTS,IL60005     		  PC UNRESTRICTED 1,000
    CLEARBROOK
    1835 W CENTRAL RD
    ARLINGTON HEIGHTS,IL60005     		  PC UNRESTRICTED 1,000
    COVENANT HOUSE
    461 EIGHTH AVE
    NEW YORK,NY10001     		  PC UNRESTRICTED 1,000
    CROSS CATHOLIC OUTREACH
    2700 N MILITARY TRAIL SUITE 300
    BOCA RATON,FL334273908     		  PC UNRESTRICTED 1,000
    DAV
    PO BOX 14301
    CINCINNATI,OH452500301     		  PC UNRESTRICTED 1,000
    DEBRA OF AMERICA
    75 BROAD ST SUITE 300
    NEW YORK,NY10004     		  PC UNRESTRICTED 1,500
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		  PC UNRESTRICTED 1,000
    DOLLARS FOR SCHOLARS
    9 S ELMHURST RD SUITE 276
    PROSPECT HEIGHTS,IL60070     		  PC UNRESTRICTED 750
    ERIKA'S LIGHTHOUSE
    897 1/2 GREEN BAY ROAD
    WINNETKA,IL60093     		  PC UNRESTRICTED 2,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749     		  PC UNRESTRICTED 2,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749     		  PC UNRESTRICTED 2,000
    FR IGNATIOUS - NELSON CURNYN EYE CLINIC
    58 RIDGE RD
    BARRINGTON HILLS,IL60010     		  PC UNRESTRICTED 2,000
    GOOD SHEPHERD MANOR
    4129 N STATE ROUTE 1-17 PO BOX 260
    MOMENCE,IL60954     		  PC UNRESTRICTED 1,000
    GRACE LUTHERAN SCHOOL
    7300 DIVISION ST
    RIVER FOREST,IL60305     		  PC UNRESTRICTED 500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL606323920     		  PC UNRESTRICTED 1,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL606323920     		  PC UNRESTRICTED 3,000
    HABITAT FOR HUMANITY - LAKE COUNTY
    315 MARTIN LUTHER KING JR AVE
    WAUKEGAN,IL60085     		  PC UNRESTRICTED 1,000
    JONNY CAKE CENTER OF HOPE
    1231 KINGSTOWN RD
    PEACE DALE,RI02879     		  PC UNRESTRICTED 1,000
    JOURNEY'S THE ROAD HOME
    1140 E NORTHWEST HWY
    PALATINE,IL60074     		  PC UNRESTRICTED 1,000
    JOURNEY'S THE ROAD HOME
    1140 E NORTHWEST HWY
    PALATINE,IL60074     		  PC UNRESTRICTED 2,000
    LEUKEMIA LYMPHOMA
    3 INTERNATIONAL DR SUITE 200
    RYE BROOK,NY10573     		  PC UNRESTRICTED 1,000
    LEUKEMIA LYMPHOMA
    3 INTERNATIONAL DR SUITE 200
    RYE BROOK,NY10573     		  PC UNRESTRICTED 2,000
    LITTLE BROTHERS - FRIENDS OF THE ELDERLY
    355 N ASHLAND AVE
    CHICAGO,IL60607     		  PC UNRESTRICTED 1,000
    LITTLE CITY
    1610 COLONIAL PARKWAY
    INVERNESS,IL60067     		  PC UNRESTRICTED 1,000
    LITTLE SISTERS OF THE POOR
    80 W NORTHWEST HWY
    PALATINE,IL600673580     		  PC UNRESTRICTED 500
    LYONS FOUNDATION OF AMERICA
    5435 N GARLAND AVE SUITE 140-106
    GARLAND,TX75040     		  PC UNRESTRICTED 1,000
    MEALS ON WHEELS - NORTHERN ILLINOIS
    7222 W CERMAK RD SUITE 302
    NORTH RIVERSIDE,IL60546     		  PC UNRESTRICTED 500
    MERCY CORPS
    45 SW ANKENY ST
    PORTLAND,OR97204     		  PC UNRESTRICTED 1,000
    MERCY HOME FOR BOYS AND GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		  PC UNRESTRICTED 2,000
    MERCY SHIPS
    PO BOX 1930
    GARDEN VALLEY,TX757711930     		  PC UNRESTRICTED 1,000
    MISERICORDIA - CANDY DAYS
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 1,000
    MISERICORDIA - FEST
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 5,000
    MISERICORDIA FAMILY ASSOCIATION
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 1,000
    MISERICORDIA FAMILY ASSOCIATION
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 1,000
    MISERICORDIA FAMILY ASSOCIATION
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 1,000
    MISERICORDIA HOME
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 42,000
    MISERICORDIA HOME
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 250
    MISERICORDIA HOME - DENTAL CLINIC
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 1,000
    MISERICORIDIA HOME - SHANNON
    6300 N RIDGE
    CHICAGO,IL60660     		  PC UNRESTRICTED 2,000
    MISSION OF OUR LADY OF THE ANGELS
    3808 W IOWA ST
    CHICAGO,IL60651     		  PC UNRESTRICTED 1,000
    MISSION OF OUR LADY OF THE ANGELS
    3808 W IOWA ST
    CHICAGO,IL60651     		  PC UNRESTRICTED 500
    MONSIGNOR CLARKE SCHOOL
    5074 TOWER HILL RD
    WAKEFIELD,RI20879     		  PC UNRESTRICTED 8,000
    MPN RESEARCH FOUNDATION
    180 N MICHIGAN AVE SUITE 1870
    CHICAGO,IL60601     		  PC UNRESTRICTED 3,000
    MUNDELEIN SEMINARY
    1000 E MAPLE AVE
    MUNDELEIN,IL600601174     		  PC UNRESTRICTED 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    161 N CLARK ST SUITE 3550
    CHICAGO,IL60601     		  PC UNRESTRICTED 1,000
    MUSCULAR DYSTROPHY ASSOCIATION
    161 N CLARK ST SUITE 3550
    CHICAGO,IL60601     		  PC UNRESTRICTED 2,000
    NAMI
    4301 WILSON BLVD SUITE 300
    ARLINGTON,VA22203     		  PC UNRESTRICTED 4,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD
    CHICAGO,IL60640     		  PC UNRESTRICTED 1,000
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN CT
    GENEVA,IL60134     		  PC UNRESTRICTED 2,000
    NORTHWEST COMMUNITY HOSPITAL FOUNDATION
    3040 W SALT CREEK LANE
    ARLINGTON HEIGHTS,IL60005     		  PC UNRESTRICTED 2,000
    NORTHWESTERN MEMORIAL FOUNDATION
    541 N FAIBANKS COURT SUITE 800
    CHICAGO,IL60611     		  PC UNRESTRICTED 5,000
    NPCA
    777 6TH ST NW SUITE 700
    WASHINGTON,DC200013723     		  PC UNRESTRICTED 1,000
    NSSEO
    799 W KENSINGTON RD
    MOUNT PROSPECT,IL60056     		  PC UNRESTRICTED 2,000
    OASIS FOR ORPHANS
    PO BOX 1144
    WHEATON,IL60187     		  PC UNRESTRICTED 1,500
    ORBIS
    520 8TH AVE 12TH FLOOR
    NEW YORK,NY10018     		  PC UNRESTRICTED 1,000
    PROJECT HOPE
    7500 OLD GEORGETOWN RD SUITE 600
    BETHESDA,MD20814     		  PC UNRESTRICTED 2,000
    RELIANT MISSION
    11002 LAKE HART DR SUITE 100
    ORLANDO,FL32832     		  PC UNRESTRICTED 1,000
    RELIANT MISSION
    11002 LAKE HART DR SUITE 100
    ORLANDO,FL32832     		  PC UNRESTRICTED 500
    RESOURCES FOR COMMUNITY LIVING
    4300 LINCOLN AVE SUITE K
    ROLLING MEADOWS,IL60008     		  PC UNRESTRICTED 1,000
    RONALD MCDONALD HOUSE
    1301 W 22ND ST SUITE 905
    OAKBROOK,IL60523     		  PC UNRESTRICTED 2,000
    RONALD MCDONALD HOUSE
    1301 W 22ND ST SUITE 905
    OAKBROOK,IL60523     		  PC UNRESTRICTED 750
    RONALD MCDONALD HOUSE CHARITIES OF CHCAGO AND NORTHWEST INDIANA
    1301 W 22ND ST
    OAKBROOK,IL60523     		  PC UNRESTRICTED 1,000
    SALUTE INC
    PO BOX 2663
    PALATINE,IL600782663     		  PC UNRESTRICTED 2,000
    SALVATION ARMY
    5040 N PULASKI RD
    CHICAGO,IL606302788     		  PC UNRESTRICTED 1,000
    SALVATION ARMY
    5040 N PULASKI RD
    CHICAGO,IL606302788     		  PC UNRESTRICTED 1,000
    SARCOMA FOUNDATION OF AMERICA
    PO BOX 98160
    WASHINGTON,DC200908160     		  PC UNRESTRICTED 1,000
    SHELTER INC
    1616 ARLINGTON HEIGHTS RD
    ARLINGTON HEIGHTS,IL60004     		  PC UNRESTRICTED 2,000
    SHRINER'S HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DR
    TAMPA,FL33607     		  PC UNRESTRICTED 1,000
    SISTERS OF NOTRE DAME DE NAMUR
    701 E COLUMBIA AVE
    CINCINNATI,OH45215     		  PC UNRESTRICTED 1,000
    SOLIDARITY BRIDGE
    1703 DARROW AVE 1
    EVANSTON,IL60201     		  PC UNRESTRICTED 2,000
    SOS CHILDREN'S VILLAGES ILLINOIS
    216 W JACKSON BLVD SUITE 925
    CHICAGO,IL60606     		  PC UNRESTRICTED 1,000
    ST BALDERICKS
    1333 S MAYFLOWER AVE SUITE 400
    MONROVIA,CA91016     		  PC UNRESTRICTED 500
    ST JOSEPH'S HOME FOR THE ELDERLY
    80 W NORTHWEST HWY
    PALATINE,IL60067     		  PC UNRESTRICTED 1,000
    ST JUDE SHRINE
    512 W SARATOGA ST
    BALTIMORE,MD21201     		  PC UNRESTRICTED 500
    ST JUDE'S CHILDREN'S HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		  PC UNRESTRICTED 1,000
    ST RAYMOND BACKPACK MINISTRY
    301 S I-OKA
    MOUNT PROSPECT,IL60056     		  PC UNRESTRICTED 500
    ST RAYMOND CHURCH
    301 S I-OKA
    MOUNT PROSPECT,IL60056     		  PC UNRESTRICTED 500
    ST RAYMOND SCHOOL
    301 S I-OKA
    MOUNT PROSPECT,IL60056     		  PC UNRESTRICTED 500
    ST THERESA CHURCH
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 2,500
    ST THERESA CHURCH
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 5,000
    ST THERESA CHURCH
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 2,000
    ST THERESA CHURCH
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 100
    ST THERESA CHURCH
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 100
    ST THERESA SCHOOL
    455 N BENTON ST
    PALATINE,IL60067     		  PC UNRESTRICTED 2,500
    ST VINCENT DEPAUL
    66 PROGRESS PARKWAY
    MARYLAND HEIGHTS,MO630433706     		  PC UNRESTRICTED 2,000
    ST VINCENT DEPAUL ST GILBERT CONFERENCE
    301 E BELVIDERE RD
    GRAYSLAKE,IL60030     		  PC UNRESTRICTED 2,000
    TEAM JOSEPH
    3050 UNION LAKE RD SUITE 8F
    COMMERCE TWP,MI48382     		  PC UNRESTRICTED 2,000
    THE CRADLE
    2049 RIDGE AVE
    EVANSTON,IL60201     		  PC UNRESTRICTED 1,000
    THE NIGHT MINISTRY
    1735 NASHLAND AVE SUITE 2000
    CHICAGO,IL60622     		  PC UNRESTRICTED 1,000
    THE WELL OF MERCY
    6339 N FAIRFIELD AVE
    CHICAGO,IL60659     		  PC UNRESTRICTED 1,000
    UNITED WAY OF LAKE COUNTY
    330 S GREEENLEAF ST
    GURNEE,IL60031     		  PC UNRESTRICTED 2,500
    UNIVERSITY OF CHICAGO MEDICAL - COVID
    5235 S HARPER COURT SUITE 450
    CHICAGO,IL60615     		  PC UNRESTRICTED 5,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 W GREEN ST
    URBANA,IL61801     		  PC UNRESTRICTED 6,000
    UNIVERSITY OF ST MARY BY THE LAKE - MUNDELEIN SEMINARY
    1000 E MAPLE AVE
    MUNDELEIN,IL60060     		  PC UNRESTRICTED 500
    VANDERBILT UNIVERSITY MEDICAL CENTER
    3322 WEST END AVE
    NASHVILLE,TN37203     		  PC UNRESTRICTED 1,000
    WOUNDED WARRRIOR PROJECT
    4899 BELFORT RD SUITE 300
    JACKSONVILLE,FL32256     		  PC UNRESTRICTED 500
    WTTW
    5400 NORTH ST LOUIS AVE
    CHICAGO,IL60625     		  PC UNRESTRICTED 2,000
    TRUMAN LIBRARY INSTITUTE
    PO BOX 1891
    MERRIFIELD,VA221168091     		  PC UNRESTRICTED 1,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW
    WASHINGTON,DC20009     		  PC UNRESTRICTED 2,000
    UNITED WAY OF LAKE COUNTY IL
    330 S GREEENLEAF ST
    GURNEE,IL60031     		  PC UNRESTRICTED 2,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814     		  PC UNRESTRICTED 1,000
    BARTH SYNDROME
    2005 PALMER AVE 1033
    LARCHMONT,NY10538     		  PC UNRESTRICTED 500
    HOPE FOR THE WARRIORS
    8003 FORBES PLACE
    SPRINGFIELD,VA22151     		  PC UNRESTRICTED 750
    NATIONAL PARK FOUNDATION
    1500 K STREET SUITE 700
    WASHINGTON,DC20005     		  PC UNRESTRICTED 750
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		  PC UNRESTRICTED 2,000
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLOOR
    BOSTON,MA021142206     		  PC UNRESTRICTED 2,000
    EPILEPSY FOUNDATION
    3540 CRAIN HWY SUITE 675
    BOWIE,MD20716     		  PC UNRESTRICTED 2,000
    ARCHDIOCESE OF CHICAGO RFR RETIREMENT FUND
    835 N RUSH ST
    CHICAGO,IL60611     		  PC UNRESTRICTED 1,000
    STAR KIDS SCHOLARSHIP PROGRAM
    PO BOX 6214
    MIDDLETOWN,RI02842     		  PC UNRESTRICTED 1,000
    Total .................................bullet 3a 235,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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....     14 49,089  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 380,368  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 429,457 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    429,457
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    John Marshall Family Foundation
    EIN:
    26-6107463
    US Government Securities - End of Year Book Value:

    35,667
    US Government Securities - End of Year Fair Market Value:

    55,960
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    John Marshall Family Foundation
    EIN:
    26-6107463
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALCOA CORP FMV 8,573 7,676
    ALIBABA GROUP HOLDING LTD ADR FMV 210,776 366,550
    AMERICAN ELECTRIC POWER CO INC FMV 15,661 166,540
    APPLE INC FMV 73,229 530,760
    ARCONIC CORP FMV 2,454 7,450
    AT&T INC FMV 10,195 71,900
    BOEING CO FMV 64,311 96,327
    CARNIVAL CORP AT COST 22,750 43,320
    CHIPOTLE MEXICAN GRILL INC CLASS A FMV 115,047 346,678
    COMCAST CORP CLASS A FMV 2,060 32,488
    DUKE ENERGY CORP FMV 6,680 48,069
    EAGLE PHARMACEUTICALS INC FMV 61,542 46,570
    ENBRIDGE INC COM FMV 5,146 25,592
    EXELON CORP FMV 32,079 42,220
    FIRST SOLAR INC FMV 36,226 59,352
    FIRSTENERGY CORP FMV 7,026 30,610
    GENERAL ELECTRIC CO FMV 27,960 32,400
    GOGO INC FMV 45,361 28,890
    GOLDMAN SACHS GROUP INC FMV 183,539 224,154
    GRUPO TELEVISA SAB FMV 11,477 13,145
    HOWMET AEROSPACE INC FMV 18,724 28,540
    JABIL INC FMV 30,155 85,060
    JPMORGAN CHASE & CO FMV 11,847 50,320
    LUMBER LIQUIDATORS HOLDINGS INC FMV 52,208 92,220
    LYFT INC FMV 49,288 49,130
    MICRON TECHNOLOGY INC FMV 66,441 150,360
    MICROSOFT CORP FMV 67,525 556,050
    NATURA CO HOLDING ADR REP 2 ORD FMV 31,482 12,000
    NEXTERA ENERGY INC FMV 3,731 289,313
    NUTRIEN LTD FMV 47,839 23,117
    NVIDIA CORP FMV 137,494 522,200
    PELOTON INTERACTIVE INC FMV 76,101 424,816
    PERKINELMER INC FMV 26,627 143,500
    PHILIP MORRIS INTERNATIONAL INC FMV 56,400 62,093
    RIGNET INC FMV 18,885 2,945
    SALESFORCE.COM INC FMV 62,625 222,530
    SIRIUS XM HOLDINGS INC FMV 44,596 22,932
    SPDR S&P 500 ETF FMV 62,128 177,593
    TEVA PHARMACEUTICAL INDUSTRIES LTD ADR FMV 64,443 67,550
    TRANSOCEAN LTD FMV 125,149 18,480
    TWITTER INC FMV 25,838 81,225
    UBER TECHNOLOGIES INC FMV 31,580 76,500
    UNITED STATES OIL FMV 138,117 41,263
    VEEVA SYSTEMS INC FMV 24,906 272,250
    WAL MART STORES INC FMV 68,457 144,150
    WORKDAY INC FMV 61,472 167,727
    XCEL ENERGY INC FMV 10,740 133,340

    TY 2020 OtherExpensesSchedule
    Name:
    John Marshall Family Foundation
    EIN:
    26-6107463
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ILLINOIS FILING FEE 15 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    John Marshall Family Foundation
    EIN:
    26-6107463
    Description Amount
    TIPS BASIS ADJ 4,648


    TY 2020 TaxesSchedule
    Name:
    John Marshall Family Foundation
    EIN:
    26-6107463
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAX 3,114 0   0
    FOREIGN TAX 705 0   0