Form990-PF
Click to see attachment

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
WILLIAM BLAIR & COMPANY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)150 N RIVERSIDE 43RD FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606065307
A Employer identification number

36-3092291
B Telephone number (see instructions)

(312) 236-1600
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$10,174,411
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) 500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 61,980 61,980  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,694,145
b Gross sales price for all assets on line 6a 3,073,257
7 Capital gain net income (from Part IV, line 2)... 1,694,145
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........ 2,256,125 1,756,125  
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)... 10,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,980 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,980 0   0
25 Contributions, gifts, grants paid....... 2,172,053 2,172,053
26 Total expenses and disbursements. Add lines 24 and 25 2,204,033 0   2,172,053
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,092
b Net investment income (if negative, enter -0-) 1,756,125
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............. 19,811 428,397 428,397
2 Savings and temporary cash investments......... 281,852 182,163 182,163
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)....... 3,904,515 Click to see attachment3,647,710 9,563,851
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)..........      
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) 4,206,178 4,258,270 10,174,411
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........... 4,206,178 4,258,270
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)..... 4,206,178 4,258,270
30 Total liabilities and net assets/fund balances (see instructions). 4,206,178 4,258,270
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
4,206,178
2
Enter amount from Part I, line 27a .....................
2
52,092
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,258,270
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
4,258,270
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 ABIOMED INC COM P 2020-06-23 2020-12-23
b ACCENTURE PLC A P 2016-12-21 2020-12-23
c ACCENTURE PLC A P 2016-12-21 2020-12-08
d ACCENTURE PLC A P 2016-12-21 2020-10-01
e ACTIVISION BLIZZARD INC P 2020-11-23 2020-12-23
ACTIVISION BLIZZARD INC P 2020-11-23 2020-12-08
ADOBE SYSTEMS INC P 2020-04-14 2020-12-23
ADOBE SYSTEMS INC P 2020-04-14 2020-12-08
ADOBE SYSTEMS INC P 2020-04-14 2020-10-01
ADOBE SYSTEMS INC P 2020-04-14 2020-06-23
ALPHABET INC A P 2011-10-19 2020-12-23
ALPHABET INC A P 2011-10-19 2020-12-08
ALPHABET INC A P 2011-10-19 2020-10-01
ALPHABET INC C P 2011-10-19 2020-12-23
ALPHABET INC C P 2011-10-19 2020-12-08
ALPHABET INC C P 2011-10-19 2020-10-01
ALPHABET INC C P 2011-10-19 2020-07-22
AMAZON.COM INC P 2016-11-11 2020-12-23
AMAZON.COM INC P 2016-11-11 2020-12-08
AMAZON.COM INC P 2016-11-11 2020-10-01
AMAZON.COM INC P 2016-11-11 2020-07-22
AMERICAN TOWER CORP P 2016-05-24 2020-12-23
AMERICAN TOWER CORP P 2016-05-24 2020-12-08
AMERICAN TOWER CORP P 2016-05-24 2020-10-01
AMERICAN TOWER CORP P 2016-05-24 2020-07-22
AMETEK INC P 2016-12-08 2020-06-23
AMETEK INC P 2017-01-10 2020-06-23
AON PLC P 2016-05-24 2020-12-23
AON PLC P 2016-05-24 2020-12-08
AON PLC P 2016-05-24 2020-10-01
APPLE INC P 2016-03-28 2020-12-23
APPLE INC P 2016-03-28 2020-12-08
APPLE INC P 2016-03-28 2020-10-01
APPLE INC P 2016-03-28 2020-06-23
APPLE INC P 2016-03-28 2020-05-19
ARISTA NETWORKS INC P 2019-12-04 2020-12-23
CHEWY INCCL A P 2020-06-23 2020-12-23
COSTAR GROUP INC P 2014-08-06 2020-12-08
COSTAR GROUP INC P 2016-12-21 2020-11-23
COSTAR GROUP INC P 2015-10-23 2020-11-23
COSTAR GROUP INC P 2015-10-26 2020-11-23
COSTAR GROUP INC P 2015-10-22 2020-11-23
COSTAR GROUP INC P 2015-10-22 2020-11-23
COSTAR GROUP INC P 2014-08-06 2020-11-23
COSTAR GROUP INC P 2016-12-21 2020-10-01
COUPA SOFTWARE INC COM P 2020-06-23 2020-12-23
DANAHER CORP P 2016-03-14 2020-12-23
DANAHER CORP P 2016-03-14 2020-12-08
DANAHER CORP P 2016-03-14 2020-10-01
DANAHER CORP P 2017-07-18 2020-08-21
DANAHER CORP P 2016-03-14 2020-08-21
DANAHER CORP P 2017-07-18 2020-07-22
DEXCOM INC P 2017-09-28 2020-12-23
DEXCOM INC P 2017-09-28 2020-12-08
DEXCOM INC P 2017-09-28 2020-10-01
DEXCOM INC P 2017-09-28 2020-06-23
DEXCOM INC P 2020-06-23 2020-12-23
DOCUSIGN INC P 2019-08-26 2020-06-16
DOLBY LABORATORIES INC P 2018-11-12 2020-06-16
DOLBY LABORATORIES INC P 2016-12-08 2020-12-23
EDWARDS LIFESCIENCES CORP P 2016-12-08 2020-12-08
EDWARDS LIFESCIENCES CORP P 2016-12-08 2020-10-01
EOG RESOURCES INC P 2017-07-20 2020-03-20
EOG RESOURCES INC P 2016-09-16 2020-03-20
EOG RESOURCES INC P 2016-12-21 2020-03-20
FISERV INC P 2020-11-23 2020-12-23
FISERV INC P 2019-02-26 2020-12-08
FORTIVE CORP COM P 2020-12-21 2020-12-23
FORTIVE CORP COM P 2020-12-21 2020-12-08
FORTIVE CORP COM P 2020-12-21 2020-10-01
GOOSEHEAD INSURANCE INC P 2019-06-14 2020-12-23
GOOSEHEAD INSURANCE INC P 2019-06-14 2020-12-08
GOOSEHEAD INSURANCE INC P 2019-06-14 2020-10-01
GUIDEWIRE SOFTWARE INC P 2016-12-21 2020-12-23
GUIDEWIRE SOFTWARE INC P 2016-12-21 2020-12-08
GUIDEWIRE SOFTWARE INC P 2016-12-21 2020-10-01
IDEXX LABORATORIES INC P 2016-07-06 2020-12-23
IDEXX LABORATORIES INC P 2016-07-06 2020-12-08
IDEXX LABORATORIES INC P 2016-12-21 2020-11-20
IDEXX LABORATORIES INC P 2016-07-06 2020-11-20
IDEXX LABORATORIES INC P 2016-12-21 2020-10-01
IDEXX LABORATORIES INC P 2016-12-21 2020-07-22
INTCNTL EXCHANGE P 2016-07-12 2020-12-23
INTCNTL EXCHANGE P 2016-07-12 2020-12-08
INTCNTL EXCHANGE P 2016-07-12 2020-10-01
INTCNTL EXCHANGE P 2016-07-12 2020-08-21
INTCNTL EXCHANGE P 2016-07-12 2020-07-22
MASTERCARD INC A P 2015-01-06 2020-12-23
MASTERCARD INC A P 2015-01-06 2020-12-08
MASTERCARD INC A P 2015-01-06 2020-10-01
MERCURY SYSTEMS INC P 2019-06-17 2020-12-23
MICROCHIP TECHNOLOGY INC P 2019-08-26 2020-12-23
MICROCHIP TECHNOLOGY INC P 2019-08-26 2020-12-08
MICROCHIP TECHNOLOGY INC P 2019-08-26 2020-10-01
MICROSOFT CORP P 2015-11-10 2020-12-23
MICROSOFT CORP P 2015-11-10 2020-12-08
MICROSOFT CORP P 2015-11-10 2020-10-01
MICROSOFT CORP P 2015-11-10 2020-07-22
MICROSOFT CORP P 2016-04-08 2020-07-22
MICROSOFT CORP P 2016-04-08 2020-06-23
POOL CORP P 2020-06-23 2020-12-23
POOL CORP P 2020-06-23 2020-12-08
PURE STORAGE INC P 2018-06-01 2020-12-23
PURE STORAGE INC P 2018-06-01 2020-12-08
PURE STORAGE INC P 2018-06-01 2020-10-01
RESMED INC P 2019-06-17 2020-12-23
SPROUT SOCIAL INC P 2020-06-23 2020-12-23
STARBUCKS CORP P 2016-12-21 2020-12-23
STARBUCKS CORP P 2016-12-21 2020-12-08
STARBUCKS CORP P 2016-12-21 2020-10-01
STARBUCKS CORP P 2016-12-21 2020-07-22
STRYKER CORP P 2018-06-27 2020-12-23
STRYKER CORP P 2018-06-27 2020-12-08
TYLER TECHNOLOGIES INC P 2018-06-27 2020-12-23
TYLER TECHNOLOGIES INC P 2018-06-27 2020-12-08
TYLER TECHNOLOGIES INC P 2018-06-27 2020-10-01
TYLER TECHNOLOGIES INC P 2018-06-27 2020-07-22
UNITEDHEALTH GROUP INC P 2017-06-09 2020-12-23
UNITEDHEALTH GROUP INC P 2017-06-09 2020-12-08
UNITEDHEALTH GROUP INC P 2017-06-09 2020-10-01
UNITEDHEALTH GROUP INC P 2017-07-20 2020-07-22
UNITEDHEALTH GROUP INC P 2017-06-09 2020-07-22
VEEVA SYSTEMS INC P 2017-10-27 2020-12-23
VEEVA SYSTEMS INC P 2017-10-27 2020-12-08
VEEVA SYSTEMS INC P 2017-10-27 2020-10-01
VEEVA SYSTEMS INC P 2017-10-27 2020-07-22
VEEVA SYSTEMS INC P 2017-10-27 2020-07-21
VONTIER ORD P 2016-03-14 2020-11-23
VONTIER ORD P 2020-03-20 2020-11-23
VONTIER ORD P 2016-12-21 2020-11-23
VONTIER ORD P 2015-10-21 2020-11-23
VONTIER ORD P 2015-09-29 2020-11-23
VONTIER ORD P 2015-08-27 2020-11-23
VONTIER ORD P 2015-08-27 2020-11-23
VONTIER ORD P 2015-08-28 2020-11-23
VONTIER ORD P 2015-08-31 2020-11-23
VONTIER ORD P 2016-08-23 2020-11-23
VONTIER ORD P 2020-08-21 2020-11-23
VONTIER ORD P 2016-12-21 2020-10-14
VONTIER ORD P 2020-08-21 2020-10-14
WALT DISNEY COMPANY P 2019-12-04 2020-06-23
WATSCO INC P 2016-12-21 2020-12-23
WATSCO INC P 2016-12-21 2020-12-08
WATSCO INC P 2016-12-21 2020-10-01
WATSCO INC P 2017-09-13 2020-07-22
WEST PHARMACEUTICAL SERVICES INC P 2017-09-21 2020-12-13
WEST PHARMACEUTICAL SERVICES INC P 2017-09-21 2020-12-08
WEST PHARMACEUTICAL SERVICES INC P 2017-09-21 2020-10-01
WEST PHARMACEUTICAL SERVICES INC P 2017-09-21 2020-07-22
WILLIAM BLAIR INTERNATIONAL GROWTH I P 1993-08-18 2020-03-30
WILLIAM BLAIR INTERNATIONAL GROWTH I P 2018-12-13 2020-03-30
WILLIAM BLAIR INTERNATIONAL GROWTH I P 2018-12-13 2020-03-30
WILLIAM BLAIR INTERNATIONAL GROWTH I P 2019-12-12 2020-03-30
WILLIAM BLAIR INTERNATIONAL GROWTH I P 1994-12-27 2020-03-30
ZOETIS INC P 2016-12-21 2020-12-23
ZOETIS INC P 2016-12-21 2020-12-08
ZOETIS INC P 2016-12-21 2020-11-20
ZOETIS INC P 2017-07-20 2020-11-20
ZOETIS INC P 2017-07-20 2020-10-01
ZOETIS INC P 2017-07-20 2020-07-22
ZOETIS INC P 2017-07-20 2020-06-17
(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 3,062   2,566 496
b 3,901   1,769 2,132
c 3,747   1,769 1,978
d 7,923   4,128 3,795
e 4,445   3,772 673
6,221   5,659 562
2,503   380 2,123
4,920   760 4,160
9,939   1,519 8,420
90,637   15,496 75,141
17,236   2,959 14,277
18,070   2,959 15,111
14,866   2,959 11,907
8,638   1,471 7,167
18,121   2,941 15,180
14,908   2,941 11,967
7,764   1,471 6,293
6,384   1,474 4,910
6,292   1,474 4,818
31,895   7,372 24,523
77,080   18,429 58,651
3,326   1,571 1,755
6,720   3,142 3,578
9,747   4,189 5,558
32,409   13,092 19,317
129,976   73,181 56,795
62,514   34,771 27,743
5,236   2,666 2,570
6,291   3,199 3,092
8,236   4,265 3,971
1,315   263 1,052
6,208   1,316 4,892
7,549   1,711 5,838
89,933   25,801 64,132
189,475   63,186 126,289
2,902   1,942 960
2,585   1,235 1,350
4,394   704 3,690
39,589   8,617 30,972
8,798   1,893 6,905
7,918   1,721 6,197
45,747   9,477 36,270
12,317   2,611 9,706
61,583   9,857 51,726
25,910   5,744 20,166
3,611   2,690 921
5,555   1,748 3,807
5,630   1,748 3,882
10,802   3,497 7,305
39,019   16,214 22,805
16,429   5,595 10,834
24,288   10,667 13,621
3,616   454 3,162
5,119   681 4,438
8,268   909 7,359
133,836   14,811 119,025
6,158   4,234 1,924
86,214   78,689 7,525
53,055   54,662 -1,607
6,696   2,199 4,497
6,339   2,199 4,140
7,911   2,933 4,978
2,606   7,108 -4,502
17,375   45,630 -28,255
16,854   49,902 -33,048
5,526   5,629 -103
5,908   4,239 1,669
5,175   3,497 1,678
6,866   4,663 2,203
7,554   5,414 2,140
6,257   2,055 4,202
5,906   2,055 3,851
4,328   2,055 2,273
7,663   3,089 4,574
6,288   2,575 3,713
5,326   2,575 2,751
4,941   934 4,007
4,576   934 3,642
123,470   31,776 91,694
16,307   3,268 13,039
9,864   2,998 6,866
126,898   41,969 84,929
5,646   2,605 3,041
5,501   2,605 2,896
5,074   2,605 2,469
50,182   25,272 24,910
19,184   10,421 8,763
6,650   1,664 4,986
5,119   1,248 3,871
6,866   1,664 5,202
4,321   3,395 926
6,847   4,231 2,616
6,467   3,808 2,659
4,254   3,385 869
5,555   1,339 4,216
5,402   1,339 4,063
7,422   1,874 5,548
6,731   1,714 5,017
24,820   6,423 18,397
89,720   24,058 65,662
6,166   4,587 1,579
5,056   4,047 1,009
4,898   4,521 377
6,384   6,782 -398
4,671   6,782 -2,111
4,225   2,373 1,852
2,651   1,426 1,225
6,156   3,458 2,698
7,601   4,323 3,278
4,360   2,882 1,478
7,663   5,764 1,899
3,569   2,546 1,023
4,697   3,394 1,303
4,363   2,187 2,176
4,433   2,187 2,246
5,321   3,281 2,040
3,660   2,187 1,473
5,094   2,729 2,365
5,219   2,729 2,490
4,710   2,729 1,981
15,247   9,525 5,722
15,247   9,095 6,152
7,183   1,476 5,707
5,350   1,181 4,169
8,366   1,771 6,595
38,564   8,855 29,709
46,942   10,863 36,079
3,781   1,787 1,994
9,302   4,719 4,583
17,363   10,509 6,854
1,859   862 997
868   374 494
1,066   485 581
1,915   874 1,041
2,467   1,123 1,344
719   326 393
3,721   2,137 1,584
12,402   9,885 2,517
9   5 4
12   8 4
98,750   125,807 -27,057
2,331   1,510 821
4,460   3,021 1,439
4,648   3,021 1,627
49,327   38,129 11,198
4,251   1,414 2,837
5,332   1,886 3,446
5,532   1,886 3,646
38,148   14,142 24,006
84,275   42,419 41,856
1,057   1,207 -150
7,026   8,026 -1,000
1,336   1,603 -267
8,539   4,219 4,320
2,405   799 1,606
4,774   1,599 3,175
82,073   26,115 55,958
85,423   32,069 53,354
6,615   2,515 4,100
21,711   9,432 12,279
54,739   25,152 29,587
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       496
b       2,132
c       1,978
d       3,795
e       673
      562
      2,123
      4,160
      8,420
      75,141
      14,277
      15,111
      11,907
      7,167
      15,180
      11,967
      6,293
      4,910
      4,818
      24,523
      58,651
      1,755
      3,578
      5,558
      19,317
      56,795
      27,743
      2,570
      3,092
      3,971
      1,052
      4,892
      5,838
      64,132
      126,289
      960
      1,350
      3,690
      30,972
      6,905
      6,197
      36,270
      9,706
      51,726
      20,166
      921
      3,807
      3,882
      7,305
      22,805
      10,834
      13,621
      3,162
      4,438
      7,359
      119,025
      1,924
      7,525
      -1,607
      4,497
      4,140
      4,978
      -4,502
      -28,255
      -33,048
      -103
      1,669
      1,678
      2,203
      2,140
      4,202
      3,851
      2,273
      4,574
      3,713
      2,751
      4,007
      3,642
      91,694
      13,039
      6,866
      84,929
      3,041
      2,896
      2,469
      24,910
      8,763
      4,986
      3,871
      5,202
      926
      2,616
      2,659
      869
      4,216
      4,063
      5,548
      5,017
      18,397
      65,662
      1,579
      1,009
      377
      -398
      -2,111
      1,852
      1,225
      2,698
      3,278
      1,478
      1,899
      1,023
      1,303
      2,176
      2,246
      2,040
      1,473
      2,365
      2,490
      1,981
      5,722
      6,152
      5,707
      4,169
      6,595
      29,709
      36,079
      1,994
      4,583
      6,854
      997
      494
      581
      1,041
      1,344
      393
      1,584
      2,517
      4
      4
      -27,057
      821
      1,439
      1,627
      11,198
      2,837
      3,446
      3,646
      24,006
      41,856
      -150
      -1,000
      -267
      4,320
      1,606
      3,175
      55,958
      53,354
      4,100
      12,279
      29,587
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 1,694,145
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 24,410
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 24,410
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 24,410
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,194
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 4,194
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 20,216
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 ofbulletE DAVID COOLIDGE III Telephone no.bullet (312) 236-1600

    Located atbullet150 N RIVERSIDECHICAGOIL ZIP+4bullet606065307
    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
    E DAVID COOLIDGE III PRESIDENT/DIRECTOR
    0.00
    0 0 0
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    JOHN R ETTELSON VICE-PRESIDENT/DIRECTOR
    0.00
    0 0 0
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    ROBERT J TONER VICE-PRESIDENT
    0.00
    0 0 0
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    LAURA COY VICE-PRESIDENT & SECRETARY
    0.00
    0 0 0
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    JON W ZINDEL TREASURER/DIRECTOR
    0.00
    0 0 0
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    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 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS SEE SCHEDULE ATTACHED 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  
    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
    8,839,996
    b
    Average of monthly cash balances.......................
    1b
    370,451
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,210,447
    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
    9,210,447
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    138,157
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,072,290
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    453,615
    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
    453,615
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24,410
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,410
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    429,205
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    429,205
    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
    429,205
    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
    2,172,053
    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
    2,172,053
    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
    2,172,053
    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 7 429,205
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 353,028
    b From 2016...... 772,083
    c From 2017...... 425,229
    d From 2018...... 759,321
    e From 2019...... 1,236,951
    fTotal of lines 3a through e........ 3,546,612
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,172,053
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 429,205
    e Remaining amount distributed out of corpus 1,742,848
    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 5,289,460
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    353,028
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,936,432
    10 Analysis of line 9:
    a Excess from 2016.... 772,083
    b Excess from 2017.... 425,229
    c Excess from 2018.... 759,321
    d Excess from 2019.... 1,236,951
    e Excess from 2020.... 1,742,848
    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:
    E DAVID COOLIDGE III CO WILLIAM BLA
    150 N RIVERSIDE 43RD FL
    CHICAGO,IL60606
    (312) 236-1600
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER WITH GENERAL DESCRIPTION OF ORGANIZATION AND ITS SPECIAL PURPOSE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ACTIVITIES SHOULD HAVE A SIGNIFICANT IMPACT IN THE CHICAGO METROPOLITAN AREA
    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
    SEE ATTACHED LISTING
    VARIOUS
    CHICAGO,IL60606
        GENERAL PURPOSES 2,172,053
    Total .................................bullet 3a 2,172,053
    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 ...........
        14    
    4 Dividends and interest from securities....     14 61,980  
    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 1,694,145  
    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 1,756,125 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,756,125
    (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 GeneralExplanationAttachment
    Name:
    WILLIAM BLAIR & COMPANY FOUNDATION
    EIN:
    36-3092291
    Identifier Return Reference Explanation
    FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT WILLIAM BLAIR & COMPANY FOUNDATION 2020 CONTRIBUTIONS NAME AMOUNT CHECK DATENORTH LAWNDALE EMPLOYMENT NETWORK 300.00 1/10/2020PIRATES, INC. 5,000.00 1/22/2020UNIVERSITY OF GEORGIA FOUNDATION 2,500.00 1/22/2020GENERATION CITIZEN INC 2,500.00 1/22/2020COLLEGE POSSIBLE 5,000.00 1/29/2020UNION LEAGUE BOYS & GIRLS CLUBS 6,880.00 2/3/2020METROPOLITAN FAMILY SERVICES 10,000.00 2/4/2020HUMANE SOCIETY OF CHARLOTTE, INC. 5,000.00 2/4/2020MALTZ MUSEUM OF JEWISH HERITAGE 5,000.00 2/6/2020AMERICAN RED CROSS 6,000.00 2/7/2020NORTH LAWNDALE EMPLOYMENT NETWORK 25,000.00 2/7/2020CROSSROADS FOR KIDS INC 10,000.00 2/7/2020GOLDEN APPLE FOUNDATION 100,000.00 2/7/2020COLLEGE POSSIBLE 20,000.00 2/7/2020BIG GREEN 10,000.00 2/7/2020GREENWOOD PROJECT 50,000.00 2/7/2020CHICAGO CHILDREN'S CHOIR 100,000.00 2/13/2020MAKERGIRL 1,000.00 2/18/2020CLEARBROOK CENTER 1,000.00 3/2/2020REFUGEE & IMMIGRANT TRANSITIONS 15,000.00 3/2/2020MERIT SCHOOL OF MUSIC 2,500.00 3/4/2020BUILD ON 30,000.00 3/4/2020CENTER FOR URBAN FAMILIES, INC. 7,500.00 3/10/2020ONE MISSION, INC. 5,000.00 3/17/2020GREATER HORIZION 52,793.32 3/31/2020GIVE2ASIA 2,500.00 4/8/2020FUNDERS FOR LESBIAN AND GAY ISSUES INC. 5,000.00 4/8/2020LEAP LEARNING SYSTEMS 10,000.00 4/16/2020THE GIVING KITCHEN INITIATIVE INC. 1,000.00 4/17/2020YOUTH IMPROVING NON PROFITS FOR CHILDREN 5,000.00 4/21/2020MISERICORDIA HEART OF MERCY 250.00 4/21/2020MENTOR INC 7,500.00 4/22/2020THE NORA PROJECT NFP 7,500.00 4/23/2020MERCY HOME FOR BOYS AND GIRLS 10,000.00 5/5/2020METROSQUASH 10,000.00 5/5/2020GIRLS ON THE RUN CHICAGO 5,000.00 5/5/2020CITY YEAR 1,000.00 5/5/2020RONALD MCDONALD HOUSE CHARITIES - CNI 5,000.00 5/5/2020FIRST FRUITS FARM INC. 2,000.00 5/5/2020CENTER FOR URBAN FAMILIES, INC. 4,000.00 5/5/2020MERCY HOME FOR BOYS AND GIRLS 3,000.00 5/14/2020MERCY HOME FOR BOYS AND GIRLS 3,000.00 5/14/2020RUSH UNIVERSITY MEDICAL CENTER 250.00 5/14/2020URBAN INITIATIVES 11,050.00 5/14/2020YWCA OF METROPOLITAN CHICAGO 2,500.00 5/14/2020CIVIC LEADERSHIP FOUNDATION, THE 5,000.00 5/14/2020CITY YEAR 2,500.00 5/14/2020RONALD MCDONALD HOUSE CHARITIES - CNI 2,800.00 5/14/2020CRADLES TO CRAYONS INC 1,700.00 5/14/2020CENTER ON HALSTED [CHARITABLE] 2,500.00 5/14/2020BLESSINGS IN A BACKPACK INC. 5,000.00 5/14/2020PINE STREET INN 1,650.00 5/14/2020EMORY UNIVERSITY 5,000.00 5/14/2020MARYLAND SPCA, INC 1,500.00 5/14/2020MARYLAND SPCA, INC 2,000.00 5/14/2020GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA 2,500.00 5/14/2020TPA NETWORK INC. 2,500.00 5/14/2020PROJECT HEALING HEROES 2,500.00 5/14/2020CHICAGO YOUTH PROGRAMS, INC. 2,500.00 5/14/2020INNER?CITY MUSLIM ACTION NETWORK 2,500.00 5/14/2020ILLINOIS HOLOCAUST MUSEUM AND EDUCATION 1,100.00 5/14/2020WILLOW CREEK RANCH INC 10,000.00 5/15/2020ANTI-DEFAMATION LEAGUE 7,500.00 5/20/2020BIG SHOULDERS FUND 3,000.00 5/20/2020REHABILITATION INSTITUTE OF CHICAGO 5,600.00 5/20/2020CHICAGO HISTORICAL SOCIETY 5,000.00 5/20/2020MY BLOCK MY HOOD MY CITY 50.00 5/20/2020RUSH UNIVERSITY MEDICAL CENTER 2,500.00 5/27/2020ANTI-DEFAMATION LEAGUE 5,000.00 5/27/2020CIVIC LEADERSHIP FOUNDATION 1,000.00 5/27/2020HUMBLE DESIGN, INC. 1,500.00 5/27/2020MERIT SCHOOL OF MUSIC 2,500.00 6/3/2020RUSH UNIVERSITY MEDICAL CENTER 10,000.00 6/3/2020JOHN G. SHEDD AQUARIUM 18,500.00 6/3/2020FRIENDS OF ACADIA 10,000.00 6/3/2020JOFFREY BALLET OF CHICAGO 1,500.00 6/3/2020GIRLS ON THE RUN CHICAGO 2,500.00 6/12/2020CITY YEAR 10,000.00 6/12/2020CHICAGO COUNCIL ON GLOBAL AFFAIRS 25,000.00 6/12/2020NAVAL WAR COLLEGE FOUNDATION 2,500.00 6/24/2020CHILD'S VOICE SCHOOL 250.00 6/24/2020WELLNESS HOUSE 1,250.00 6/24/2020THE ONE LOVE FOUNDATION 2,000.00 6/24/2020SAN FRANCISCO CONSERVATORY OF MUSIC INC 10,000.00 6/24/2020CHAMPS MALE MENTORING PROGRAM CHIRISE 1,500.00 6/24/2020CRADLES TO CRAYONS INC 10,000.00 6/30/2020COURT THEATRE 5,000.00 6/30/2020YOUTH GUIDANCE 10,000.00 6/30/2020MAPSCORPS 10,000.00 6/30/2020LITTLE HEROES LEAGUE 1,000.00 6/30/2020FOREFRONT 2,000.00 6/30/2020KOHL CHILDREN'S MUSEUM 5,000.00 6/30/2020CHICAGO BOTANIC GARDENS 3,000.00 7/8/2020WORKING IN THE SCHOOLS 10,000.00 7/9/2020THE HONEYCOMB PROJECT INC NFP 5,000.00 7/9/2020WEST SUBURBAN HUMANE SOCIETY 250.00 7/9/2020FRANCISCAN OUTREACH 250.00 7/9/2020HORIZONS FOR YOUTH 5,000.00 7/9/2020ILLINOIS HOLOCAUST MUSEUM AND EDUCATION 2,500.00 7/14/2020THE ART INSTITUTE OF CHICAGO 6,000.00 7/29/2020READING IN MOTION 10,000.00 7/29/2020METROPOLITAN PLANNING COUNCIL 12,500.00 7/29/2020ALEXANDER YOUTH NETWORK 2,500.00 7/29/2020MARYLAND HISTORICAL SOCIETY 10,000.00 7/29/2020MARINE CORPS SCHOLARSHIP FOUNDATION 2,000.00 8/12/2020ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL 2,500.00 8/12/2020ADLER PLANETARIUM 15,000.00 8/12/2020MUSEUM OF SCIENCE AND INDUSTRY 10,000.00 8/12/2020NAVY SEAL FOUNDATION 12,000.00 8/20/2020GREATER HORIZION 290,018.05 8/20/2020CHICAGO COUNCIL ON GLOBAL AFFAIRS 5,000.00 8/21/2020COMMUNITY ALTERNATIVES UNLIMITED 10,000.00 8/21/2020CRISTO REY JESUIT HIGH SCHOOL 10,000.00 8/21/2020LAKE FOREST OPEN LANDS ASSOCIATION 5,000.00 8/21/2020TOIGO FOUNDATION 12,375.00 8/31/2020WYPR 2,000.00 9/2/2020DANIEL MURPHY SCHOLARSHIP FUND 10,000.00 9/2/2020CHARITIES AID FOUNDATION AMERICA 43,695.65 9/2/2020UNIVERSITY OF CHICAGO 2,000.00 9/2/2020MERCY HOME FOR BOYS AND GIRLS 5,000.00 9/2/20203ARTS, LNC. 5,000.00 9/2/2020CHARITIES AID FOUNDATION AMERICA 11,973.00 9/16/2020SAFE ALLIANCE INC. 5,000.00 9/16/2020BETTER GOVERNMENT ASSOCIATION 5,000.00 9/16/2020GIORDANO JAZZ DANCE CHICAGO 2,568.00 9/16/2020CHICAGO INTERNATIONAL FILM FESTIVAL INC. 2,500.00 9/16/2020GLENWOOD ACADEMY 1,500.00 9/16/2020INVEST FOR KIDS 10,000.00 9/16/2020CRADLES TO CRAYONS INC 5,000.00 9/16/2020SHARING NOTES 1,000.00 9/16/2020PURSUE SCHOLARS NFP 6,100.00 9/22/2020MUSIC OF THE BAROQUE 5,000.00 9/22/2020CHICAGO HOPES FOR KIDS 7,500.00 9/22/2020READING PARTNERS 10,000.00 9/22/2020CIVIC LEADERSHIP FOUNDATION 2,500.00 9/25/2020FIRST FRUITS FARM INC. 2,000.00 9/25/2020MARYLAND SPCA, INC 1,000.00 9/25/2020CENTER FOR URBAN FAMILIES, INC. 5,000.00 9/25/2020KIDS FIRST CHICAGO FOR EDUCATION 2,500.00 9/25/2020CAREERSPRING FOUNDATION 15,000.00 9/25/2020WELLNESS HOUSE 1,250.00 9/28/2020THE ONE LOVE FOUNDATION 1,000.00 10/7/2020GOOD SPORTS, INC. 10,000.00 10/7/2020THE FIELD MUSEUM OF NATURAL HISTORY 10,000.00 10/7/2020CHICAGO PUBLIC EDUCATION FUND 15,000.00 10/7/2020PINE STREET INN 1,000.00 10/15/2020EMORY UNIVERSITY 5,000.00 10/15/2020FOREFRONT 15,000.00 10/15/2020CHARITIES AID FOUNDATION AMERICA 2,850.00 10/15/2020NATIONAL RUNAWAY SAFELINE 5,000.00 10/15/2020GRANT PARK ORCHESTRAL ASSOCIATION 2,500.00 10/15/2020OUT IN FINANCE 1,000.00 10/15/2020GOLDEN APPLE FOUNDATION 1,000.00 10/26/2020MUSEUM OF SCIENCE AND INDUSTRY 15,000.00 10/28/2020HUMAN RIGHTS CAMPAIGN FOUNDATION 5,000.00 10/28/2020GREENWOOD PROJECT 1,000.00 10/28/2020FAMILY FOCUS INC 5,000.00 10/28/2020ALICIA R. PRUITT FOUNDATION 10,000.00 11/4/2020YMCA OF CHICAGO 15,000.00 11/4/2020ENROOT INC. 2,500.00 11/4/2020MUSICAL ARTS INSTITUTE 1,000.00 11/4/2020SKYART, NFP 1,250.00 11/4/2020US MARSHALS SURVIVORS BENEFIT FUND INC 1,000.00 11/5/2020GOOD SPORTS, INC. 5,000.00 11/16/2020GREATER CHICAGO FOOD DEPOSITORY 20,000.00 11/16/2020SIFMA FOUNDATION FOR INVESTOR EDUCATION 2,500.00 11/16/2020METROPOLITAN FAMILY SERVICES 10,000.00 11/16/2020CHICAGO CARES, INC. 5,000.00 11/16/2020GREATER HORIZION 54,609.89 11/17/2020BIG SHOULDERS FUND 10,000.00 11/20/2020LITTLE HEROES LEAGUE 2,500.00 11/20/2020ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL 2,500.00 11/20/2020GOLDEN APPLE FOUNDATION 10,000.00 11/20/2020GENESYS WORKS 1,872.00 11/20/2020MEDECINS SANS FRONTIERES USA, INC, 10,000.00 11/27/2020WOMEN'S LUNCH PLACE, INC. 5,000.00 11/27/2020ALZHEIMER'S ASSOCIATION 1,000.00 11/27/2020CHICAGO PUBLIC LIBRARY FOUNDATION 10,000.00 11/27/2020UNIVERSITY OF CHICAGO LABORATORY SCHOOLS 5,000.00 12/7/2020WEST SIDE FOOD BANK A NON PROFIT 5,000.00 12/7/2020OPEN HAND ATLANTA INC. 5,000.00 12/7/2020WESLEYAN UNIVERSITY 10,000.00 12/7/2020BOYS AND GIRLS CLUBS OF AMERICA 10,000.00 12/7/2020THE SIMPLE GOOD 7,500.00 12/7/2020CENTER FOR URBAN FAMILIES, INC. 2,000.00 12/11/2020MARYLAND FOOD BANK, INC. 1,000.00 12/11/2020CHILD'S VOICE SCHOOL 1,250.00 12/11/2020FIRST FRUITS FARM INC. 2,000.00 12/15/2020THE ASSOCIATED JEWISH COMMUNITY FEDERATION 8,000.00 12/15/2020KOHL CHILDREN'S MUSEUM 7,500.00 12/15/2020ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL 5,000.00 12/15/2020CHARITIES AID FOUNDATION AMERICA 30,156.51 12/15/2020CRADLES TO CRAYONS INC 10,000.00 12/15/2020CHICAGO HOPES FOR KIDS 2,388.55 12/15/2020CHILDREN'S MELANOMA PREVENTION FOUNDATION 5,000.00 12/15/2020LOOKINGGLASS THEATRE COMPANY 5,000.00 12/15/2020NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC 5,000.00 12/15/2020GARFIELD PARK CONSERVATORY ALLIANCE 5,000.00 12/15/2020URBAN INITIATIVES 10,000.00 12/15/2020CHICAGO SCHOLARS 2,600.00 12/15/2020SAN FRANCISCO FOOD BANK 5,000.00 12/15/2020METROPOLITAN PLANNING COUNCIL 10,000.00 12/15/2020IMPACTISRAEL INC. 10,000.00 12/15/2020TEAM IMPACT, INC. 10,000.00 12/15/2020EVANS SCHOLARS FOUNDATION 2,525.00 12/15/2020CHICAGO CHILDREN'S CHOIR 1,000.00 12/18/2020MUSIC OF THE BAROQUE 2,500.00 12/18/2020OUT IN FINANCE 100.00 12/18/2020LENOX HILL NEIGHBORHOOD HOUSE, INC. 5,000.00 12/18/2020BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM 1,000.00 12/18/2020ILLINOIS LIBRARY ASSOCIATION 500.00 12/18/2020SCLERODERMA FOUNDATION OF GREATER CHICAGO 650.00 12/18/2020NORTH LAWNDALE EMPLOYMENT NETWORK 350.00 12/18/2020JOHNS HOPKINS UNIVERSITY 2,500.00 12/18/2020NAVY PIER, INC. 2,500.00 12/18/202020 SECOND TIMEOUT FOUNDATION 3,500.00 12/18/2020CENTER ON HALSTED 2,500.00 12/18/2020SECOND HARVEST FOOD BANK OF METROLINA 5,000.00 12/18/2020JEWISH UNITED FUND OF METROPOLITAN CHICAGO 5,000.00 12/18/2020LEADERSHIP GREATER CHICAGO 1,000.00 12/18/2020THE ART INSTITUTE OF CHICAGO 1,000.00 12/18/2020DEPAUL COLLEGE PREP FOUNDATION 500.00 12/18/2020CIVIC FEDERATION 5,000.00 12/18/2020BERWYN PUBLIC ART INITIATIVE 4,402.00 12/18/2020LA CASA NORTE 150.00 12/18/2020JUVENILE DIABETES RESEARCH FOUNDATION 10,000.00 12/18/2020SPRINGBOARD FOUNDATION 25,000.00 12/29/2020BARRINGTON 220 EDUCATIONAL FOUNDATION 10,000.00 12/29/2020YOUTH AND OPPORTUNITY UNITED, INC. 7,500.00 12/29/2020CHARITIES AID FOUNDATION AMERICA 5,434.78 12/29/2020CHICAGO HOPES FOR KIDS 111.45 12/29/2020CHICAGO HOPES FOR KIDS 6,500.00 12/29/2020GRANT PARK ORCHESTRAL ASSOCIATION 50,000.00 12/29/2020NORTH LAWNDALE EMPLOYMENT NETWORK 3,000.00 12/29/2020COLLEGE POSSIBLE 5,000.00 12/29/2020THE JAZZ INSTITUTE OF CHICAGO INC 5,000.00 12/29/2020CHICAGO SINFONIETTA 2,500.00 12/29/2020CHICAGO SINFONIETTA 15,000.00 12/29/2020CHRISTOPHER HOUSE 2,500.00 12/29/2020GIRLS ON THE RUN CHICAGO 5,000.00 12/29/2020CAMP BEECH CLIFF 5,000.00 12/29/2020SGA YOUTH AND FAMILY SERVICES NFP 5,000.00 12/29/2020FOOD BANK FOR NEW YORK CITY 5,000.00 12/29/20201871/CHICAGOLAND ENTREPRENEURIAL CENTER 25,000.00 12/29/2020COMMUNITY FOUNDATION OF GREENVILLE 500.00 12/29/2020CHICAGO PUBLIC MEDIA 5,000.00 12/29/2020A BETTER CHICAGO 7,500.00 12/29/2020LINCOLN PARK ZOOLOGICAL 10,000.00 12/29/2020LIFT USA 7,500.00 12/29/2020CARLE DEVELOPMENT FOUNDATION 6,000.00 12/31/2020LA RABIDA CHILDREN'S HOSPITAL 9,420.00 12/31/2020HISPANIC ALLIANCE FOR CAREER ENHANCEMENT 5,000.00 12/31/2020ADVOCATE CHARITABLE FOUNDATION 4,000.00 12/31/2020BEBER CAMP PROPERTY INC 10,000.00 12/31/2020BEDFORD HISTORICAL SOCIETY 3,030.00 12/31/2020TOTAL $2,172,053.20

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM BLAIR & COMPANY FOUNDATION
    EIN:
    36-3092291
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS 3,647,710 9,563,851

    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM BLAIR & COMPANY FOUNDATION
    EIN:
    36-3092291
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IL CHARITY BUREAU FUND 15 0   0
    ADMINISTRATIVE FEES 21,965 0   0


    TY 2020 TaxesSchedule
    Name:
    WILLIAM BLAIR & COMPANY FOUNDATION
    EIN:
    36-3092291
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX - FEDERAL GOVERNMENT 10,000 0   0