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
Grand Victoria Foundation
 
% SHARON BUSH
Number and street (or P.O. box number if mail is not delivered to street address)230 WEST MONROE STREET SUITE 2530
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

36-4107162
B Telephone number (see instructions)

(312) 609-0200
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$151,950,300
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) 3,243,505
2 Check bullet.............
3 Interest on savings and temporary cash investments 606 606  
4 Dividends and interest from securities... 3,678,733 3,893,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 239,504
b Gross sales price for all assets on line 6a 8,395,154
7 Capital gain net income (from Part IV, line 2)... 404,406
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........ 7,162,348 4,299,008  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 233,220 30,522   202,698
14 Other employee salaries and wages...... 666,248     666,248
15 Pension plans, employee benefits....... 244,341     227,071
16a Legal fees (attach schedule)......... 29,922 0 0 30,780
b Accounting fees (attach schedule)....... 37,955 18,978 0 14,672
c Other professional fees (attach schedule).... 450,148 124,956 0 331,470
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 85,789 0 0 0
19 Depreciation (attach schedule) and depletion... 12,179    
20 Occupancy.............. 193,203 21,356   192,205
21 Travel, conferences, and meetings....... 34,672     30,815
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 227,243 7,606 0 245,077
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,214,920 203,418 0 1,941,036
25 Contributions, gifts, grants paid....... 7,287,036 7,373,972
26 Total expenses and disbursements. Add lines 24 and 25 9,501,956 203,418 0 9,315,008
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,339,608
b Net investment income (if negative, enter -0-) 4,095,590
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............. 1,085,490 273,102 273,102
2 Savings and temporary cash investments......... 53,042    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet3,243,505
Less: allowance for doubtful accounts bullet   7,012,035 3,243,505 3,243,505
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.......... 31,166 26,774 26,774
10a Investments—U.S. and state government obligations (attach schedule)      
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).......... 133,099,456 Click to see attachment148,400,002 148,400,002
14 Land, buildings, and equipment: basis bullet654,952
Less: accumulated depreciation (attach schedule) bullet648,035 19,096 6,917 6,917
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 141,300,285 151,950,300 151,950,300
Liabilities 17 Accounts payable and accrued expenses.......... 126,021 165,510
18 Grants payable................. 1,779,436 1,692,500
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) Click to see attachment555,714 Click to see attachment580,408
23 Total liabilities (add lines 17 through 22)......... 2,461,171 2,438,418
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........... 138,839,114 149,511,882
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)..... 138,839,114 149,511,882
30 Total liabilities and net assets/fund balances (see instructions). 141,300,285 151,950,300
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
138,839,114
2
Enter amount from Part I, line 27a .....................
2
-2,339,608
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,042,308
4
Add lines 1, 2, and 3 ..........................
4
149,541,814
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29,932
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
149,511,882
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 STATE STREET GLOBAL ADVISORS      
b K-1 SSGA 1-3 YEAR U.S. AGENCY INDEX-ST      
c K-1 SSGA 1-3 YEAR U.S. AGENCY INDEX-LT      
d K-1 SSGA 1-3 YEAR U.S. CREDIT INDEX-ST      
e K-1 SSGA 1-3 YEAR U.S. CREDIT INDEX-LT      
K-1 SSGA 1-3 YEAR U.S. TREASURY INDEX-ST      
K-1 SSGA 1-3 YEAR U.S. TREASURY INDEX-LT      
(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 2,395,155   2,143,177 251,978
b       876
c       3,324
d       -2,153
e       42,467
      34,407
      73,507
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       251,978
b        
c        
d        
e        
       
       
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 2 404,406
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 56,929
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 56,929
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 56,929
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 45,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 140,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 185,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 128,071
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet128,071 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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
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.Click to see attachment
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 addressbulletWWW.GRANDVICTORIAFDN.ORG
    14
    The books are in care ofbulletSHARON BUSH Telephone no.bullet (312) 609-0200

    Located atbullet230 W MONROE STREET 2530ChicagoIL ZIP+4bullet60606
    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
     
    No
    ........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
    Philip M Kayman President
    2.0
    0 0 0
    230 WEST MONROE STREET
    STE 2530
    CHICAGO,IL60606
    Ricardo Estrada Director
    1.0
    0 0 0
    230 WEST MONROE STREET
    STE 2530
    CHICAGO,IL60606
    Eric T McKissack Treasurer
    1.0
    0 0 0
    230 WEST MONROE STREET
    STE 2530
    CHICAGO,IL60606
    Bill Reeg Director
    1.0
    0 0 0
    230 WEST MONROE STREET
    STE 2530
    CHICAGO,IL60606
    Ushma Shah Secretary
    1.0
    0 0 0
    230 WEST MONROE STREET
    SUITE 2530
    CHICAGO,IL60606
    Sharon Bush Executive Director
    40.0
    233,220 50,307 0
    230 WEST MONROE STREET
    SUITE 2530
    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
    NEETA BODDAPATI SR PRGRM OFFICER
    40.0
    119,467 25,367 0
    230 W MONROE ST
    CHICAGO,IL60606
    HOSIK MOON PRGRM OFFR - ELGIN
    40.0
    89,812 8,017 0
    230 W MONROE ST
    CHICAGO,IL60606
    FANNY DIEGO ALVAREZ PRGRM OFFR - EDU
    40.0
    89,200 17,099 0
    230 W MONROE ST
    CHICAGO,IL60606
    GENESE LEACH PRGRM OFFR - ENVIRO
    40.0
    83,766 14,367 0
    230 W MONROE ST
    CHICAGO,IL60606
    MARY ELLEN PRISCHMAN PROG ASSOC/ACCTG MGR
    40.0
    65,060 28,946 0
    230 W MONROE ST
    CHICAGO,IL60606
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Converge Consulting LLC Consulting 79,270
    200 W Madison 2nd Flr
    CHICAGO,IL60606
    CoCreative Consulting Consulting 71,195
    859 Van Buren St NW
    WASHINGTON,DC20012
    The Groundswell Alliance Consulting 67,400
    4615 S St Lawrence Ave
    CHICAGO,IL60653
    KLB Consulting Recruiter 52,500
    607 Lyman Ave
    OAK PARK,IL60304
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    133,540,483
    b
    Average of monthly cash balances.......................
    1b
    1,420,946
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    134,961,429
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    134,961,429
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,024,421
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    132,937,008
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,646,850
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,646,850
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    56,929
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    56,929
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,589,921
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    6,589,921
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,589,921
    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
    9,315,008
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    9,315,008
    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
    9,315,008
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,589,921
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,051,215
    b From 2016...... 1,583,529
    c From 2017...... 1,299,932
    d From 2018...... 1,525,278
    e From 2019...... 1,071,286
    fTotal of lines 3a through e........ 7,531,240
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 9,315,008
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 6,589,921
    e Remaining amount distributed out of corpus 2,725,087
    5 Excess distributions carryover applied to 2020.    
    (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 10,256,327
    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......
     
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    2,051,215
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    8,205,112
    10 Analysis of line 9:
    a Excess from 2016.... 1,583,529
    b Excess from 2017.... 1,299,932
    c Excess from 2018.... 1,525,278
    d Excess from 2019.... 1,071,286
    e Excess from 2020.... 2,725,087
    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).)
    NONE
    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.
    NONE
    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:
    Grand Victoria Foundation
    230 W MONROE ST STE 2530
    CHICAGO,IL60606
    (312) 609-0200
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    The Foundation has three competitive grant programs: Core Program, Elgin Grantworks, and Vital Lands
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Foundation's Core Program is limited to support of efforts in the state of Illinois in the fields of education, environmental matters and economic and community development. The Foundation's Elgin Grantworks Program is limited to qualified organizations based in and operating for the benefit of Elgin, Illinois. Grants awarded through this program support general operations. The Foundation's Vital Lands Program provides funding for protection of important natural areas in Illinois. Please see further detail on the additional pages of Attachment 13.
    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
    3Arts Inc
    180 N Michigan Ave
    Ste 329
    Chicago,IL60601
    NONE PC Employee Matching Gift 150
    A Better Chicago
    200 W Madison St
    3rd Flr
    Chicago,IL60606
    NONE PC General Operating Support 2,500
    ADA 25 Advancing Leadership
    567 W Lake St
    Ste 1150
    Chicago,IL60661
    NONE PC General Operating Support 3,000
    Alignment Collaborative for Education
    31 S Grove Ave
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Alignment Collaborative for Education
    31 S Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 40,000
    Alliance for the Great Lakes
    150 N Michigan Ave
    Chicago,IL60601
    NONE PC Project Support 75,000
    American Rivers Inc
    1101 14th St NW 1400
    Washington,DC20005
    NONE PC Project Support 100,000
    Association for Individual Development
    309 New Indian Trail Ct
    Aurora,IL60506
    NONE PC Covid-Related 12,000
    Association for Individual Development
    309 New Indian Trail Ct
    Aurora,IL60506
    NONE PC General Operating Support 30,000
    Audubon Great Lakes
    125 S Wacker Dr
    Ste 2125
    Chicago,IL60606
    NONE PC Covid-Related 5,000
    Audubon Great Lakes
    125 S Wacker Dr
    Ste 2125
    Chicago,IL60606
    NONE PC Project Support 60,000
    Bethlehem Lutheran Child Development Center
    340 Grand Blvd
    Elgin,IL60120
    NONE PC Covid-Related 12,500
    Bethlehem Lutheran Child Development Center
    340 Grand Blvd
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Boys & Girls Club of Elgin
    355 Dundee Ave
    Elgin,IL60120
    NONE PC General Operating Support 52,000
    Boys & Girls Club of Elgin
    355 Dundee Ave
    Elgin,IL60120
    NONE PC Covid-Related 5,000
    Centro de Informacion
    1885 Lin Lor Ln
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Centro de Informacion
    1885 Lin Lor Ln
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Chicago Architecture Foundation
    111 E Wacker Dr
    Ste 1321
    Chicago,IL60601
    NONE PC General Operating Support 5,000
    Chicago Citywide Literacy Coalition
    641 W Lake St
    Ste 200
    Chicago,IL60661
    NONE PC Project Support 150,000
    Chicago Citywide Literacy Coalition
    641 W Lake St
    Ste 200
    Chicago,IL60661
    NONE PC Covid-Related 10,000
    Chicago Community Foundation
    225 N Michigan Ave
    Chicago,IL60601
    NONE PC Covid-Related 500,000
    Chicago Community Foundation Donor-Advised Fund
    225 N Michigan Ave
    Chicago,IL60601
    NONE PC Project Support 150,000
    Chicago Community Foundation Donor-Advised Fund
    225 N Michigan Ave
    Chicago,IL60601
    NONE PC General Operating Support 1,500
    Chicago Foundation for Women
    140 S Dearborn St
    Ste 400
    Chicago,IL60603
    NONE PC Employee Matching Gift 300
    Chicago Freedom School
    719 S State St
    4th Flr
    Chicago,IL60605
    NONE PC Employee Matching Gift 75
    Chicago Jobs Council
    29 E Madison St
    Ste 1700
    Chicago,IL60602
    NONE PC General Operating Support 125,000
    Chicago United for Equity
    100 N La Salle St
    Ste 600
    Chicago,IL60602
    NONE PC Employee Matching Gift 750
    Chicago Urban League
    4510 S Michigan Ave
    Chicago,IL60653
    NONE PC General Operating Support 2,500
    Children's Home & Aid
    125 S Wacker Dr
    Chicago,IL60606
    NONE PC Covid-Related 5,000
    Children's Home & Aid
    125 S Wacker Dr
    Chicago,IL60606
    NONE PC Project Support 45,000
    Children's Theatre of Elgin
    1700 Spartan Dr
    H104
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Children's Theatre of Elgin
    1700 Spartan Dr
    H104
    Elgin,IL60123
    NONE PC General Operating Support 15,000
    Chinese Mutual Aid Association
    1016 W Argyle St
    Chicago,IL60640
    NONE PC Covid-Related 10,000
    Chinese Mutual Aid Association
    1016 W Argyle St
    Chicago,IL60640
    NONE PC General Operating Support 15,000
    Communities United
    4749 N Kedzie Ave
    Chicago,IL60625
    NONE PC Project Support 75,000
    Community Crisis Center Inc
    PO Box 1390
    Elgin,IL60121
    NONE PC General Operating Support 25,000
    Community Crisis Center Inc
    PO Box 1390
    Elgin,IL60121
    NONE PC Covid-Related 15,000
    Community Foundation of Fox River Valley
    111 W Downer Pl
    Ste 312
    Aurora,IL60506
    NONE PC Covid-Related 25,000
    Community Foundation of Kankakee River Valley
    701 S Harrison Ave
    Kankakee,IL60901
    NONE PC General Operating Support 5,000
    Community Organizing and Family Issues (COFI)
    2245 S Michigan Ave
    Ste 200
    Chicago,IL60616
    NONE PC General Operating Support 80,000
    Community Organizing and Family Issues (COFI)
    2245 S Michigan Ave
    Ste 200
    Chicago,IL60616
    NONE PC Covid-Related 7,500
    Consumer Credit Counseling Svc of Northern IL
    13707 W Jackson St
    Ste B
    Woodstock,IL60098
    NONE PC Covid-Related 10,000
    Consumer Credit Counseling Svc of Northern IL
    13707 W Jackson St
    Ste B
    Woodstock,IL60098
    NONE PC General Operating Support 10,000
    Crossroads Fund
    3411 W Diversey Ave
    Ste 20
    Chicago,IL60647
    NONE PC Employee Matching Gift 1,800
    Easter Seals DuPage & Fox Valley
    830 S Addison Ave
    Villa Park,IL60181
    NONE PC Covid-Related 15,000
    Easter Seals DuPage & Fox Valley
    830 S Addison Ave
    Villa Park,IL60181
    NONE PC General Operating Support 25,000
    Ecker Center for Behavioral Health
    1845 Grandstand Pl
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Ecker Center for Behavioral Health
    1845 Grandstand Pl
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Elgin Area Historical Society
    360 Park St
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Elgin Area Historical Society
    360 Park St
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Master Chorale Inc
    1700 Spartan Dr
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Elgin Master Chorale Inc
    1700 Spartan Dr
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Elgin Symphony Orchestra
    20 Du Page Ct
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Symphony Orchestra
    20 Du Page Ct
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Elgin Youth Symphony Orchestra
    60 S Grove Ave
    Ste 2
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Youth Symphony Orchestra
    60 S Grove Ave
    Ste 2
    Elgin,IL60120
    NONE PC General Operating Support 30,000
    Enlace Chicago
    2756 S Harding Ave
    Chicago,IL60623
    NONE PC Employee Matching Gift 300
    Environmental Defenders of McHenry County
    110 S Johnson St
    Woodstock,IL60098
    NONE PC Covid-Related 10,000
    Environmental Defenders of McHenry County
    110 S Johnson St
    Woodstock,IL60098
    NONE PC General Operating Support 37,500
    Environmental Law and Policy Center
    35 E Wacker Dr
    Ste 1600
    Chicago,IL60601
    NONE PC Project Support 60,000
    Equip For Equality Inc
    20 N Michigan Ave
    Ste 300
    Chicago,IL60602
    NONE PC Covid-Related 5,000
    Equip For Equality Inc
    20 N Michigan Ave
    Ste 300
    Chicago,IL60602
    NONE PC Project Support 50,000
    Erie Elementary School
    1405 N Washtenaw Ave
    Chicago,IL60622
    NONE PC General Operating Support 2,500
    Erikson Institute
    451 N La Salle Dr
    Chicago,IL60654
    NONE PC Project Support 50,000
    Evanston Scholars
    1234 Sherman Ave
    Ste 214
    Evanston,IL60202
    NONE PC General Operating Support 15,000
    Faith in Place
    701 E Lake St
    Ste 920
    Chicago,IL60601
    NONE PC General Operating Support 60,000
    Faith in Place
    701 E Lake St
    Ste 920
    Chicago,IL60601
    NONE PC Covid-Related 7,500
    Family Service Association of Greater Elgin Area
    1140 N Mclean Blvd
    Ste I
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Family Service Association of Greater Elgin Area
    1140 N Mclean Blvd
    Ste I
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Food for Greater Elgin
    1553 Commerce Dr
    Elgin,IL60123
    NONE PC General Operating Support 30,000
    Food for Greater Elgin
    1553 Commerce Dr
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Forefront
    200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC General Operating Support 45,500
    Forefront
    200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Membership Grant 13,050
    Forefront
    200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Covid-Related 10,000
    Forefront
    200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Project Support 30,000
    Fox Valley United Way
    44 E Galena Blvd
    Aurora,IL60505
    NONE PC Covid-Related 7,500
    Gail Borden Public Library District Foundation
    270 N Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 2,000
    Galesburg Community Foundation Fiscal Agent
    246 E Main St
    Ste 101
    Galesburg,IL61401
    NONE PC General Operating Support 50,000
    Girls Inc of Chicago
    2212 S Michigan Ave
    Ste 210
    Chicago,IL60616
    NONE PC Employee Matching Gift 450
    Greater Chicago Food Depository
    4100 W Ann Lurie Pl
    Chicago,IL60632
    NONE PC General Operating Support 2,000
    Greater Elgin Family Care Center
    370 Summit St
    Elgin,IL60120
    NONE PC Covid-Related 15,000
    Greater Elgin Family Care Center
    370 Summit St
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Grow Your Own Teachers
    1901 W Carroll Ave
    Ste 201
    Chicago,IL60612
    NONE PC Covid-Related 10,000
    Grow Your Own Teachers
    1901 W Carroll Ave
    Ste 201
    Chicago,IL60612
    NONE PC General Operating Support 50,000
    Guadalupano Club Of Elgin
    6N479 Splitrail Ln
    St Charles,IL60175
    NONE PC General Operating Support 2,000
    Hamilton Wings
    14 Crescent St
    Elgin,IL60123
    NONE PC General Operating Support 2,000
    Hamilton Wings
    14 Crescent St
    Elgin,IL60123
    NONE PC Project Support 62,400
    HANA Center
    4300 N California Ave
    Chicago,IL60618
    NONE PC Project Support 50,000
    HANA Center
    4300 N California Ave
    Chicago,IL60618
    NONE PC Covid-Related 10,000
    HeartLands Conservancy
    3 N High St
    Belleville,IL62220
    NONE PC General Operating Support 70,000
    Hundred Club Of Cook County
    875 N Michigan Ave
    Ste 1351
    Chicago,IL60611
    NONE PC General Operating Support 2,000
    Illinois Action for Children
    4753 N Broadway St
    Ste 1200
    Chicago,IL60640
    NONE PC Project Support 43,750
    Illinois Action for Children
    4753 N Broadway St
    Ste 1200
    Chicago,IL60640
    NONE PC Covid-Related 5,000
    IL Coalition for Immigrant and Refugee Rights
    55 E Jackson Blvd
    Ste 2075
    Chicago,IL60604
    NONE PC General Operating Support 55,000
    IL Coalition for Immigrant and Refugee Rights
    55 E Jackson Blvd
    Ste 2075
    Chicago,IL60604
    NONE PC Covid-Related 10,000
    Illinois Collaboration on Youth
    333 S Wabash Ave
    Ste 2750
    Chicago,IL60604
    NONE PC General Operating Support 3,000
    Illinois Environmental Council Education Fund
    520 E Capitol Ave
    Springfield,IL62701
    NONE PC General Operating Support 76,750
    Illinois Humanities
    125 S Clark St
    Ste 650
    Chicago,IL60603
    NONE PC General Operating Support 50,000
    Injustice Watch NFP
    55 E Jackson Blvd
    Ste 640
    Chicago,IL60604
    NONE PC General Operating Support 2,000
    Jo Daviess Conservation Foundation
    PO Box 216
    Elizabeth,IL61028
    NONE PC Project Support 296,907
    Jo Daviess Conservation Foundation
    PO Box 216
    Elizabeth,IL61028
    NONE PC Covid-Related 9,000
    Jo Daviess Conservation Foundation
    PO Box 216
    Elizabeth,IL61028
    NONE PC General Operating Support 115,000
    Jobs to Move America
    525 S Hewitt St
    Los Angeles,CA90013
    NONE PC General Operating Support 75,000
    Jobs to Move America
    525 S Hewitt St
    Los Angeles,CA90013
    NONE PC Covid-Related 4,750
    Kipp Chicago Schools
    2007 S Halsted St
    Chicago,IL60608
    NONE PC General Operating Support 7,500
    Kuumba Lynx
    4501 N Clarendon Ave
    Ste 2N
    Chicago,IL60640
    NONE PC Employee Matching Gift 900
    Lakeview Pantry
    3945 N Sheridan Rd
    Chicago,IL60613
    NONE PC Employee Matching Gift 600
    Latino Policy Forum
    180 N Michigan Ave
    Ste 1250
    Chicago,IL60601
    NONE PC General Operating Support 75,000
    Latino Policy Forum
    180 N Michigan Ave
    Ste 1250
    Chicago,IL60601
    NONE PC Covid-Related 7,500
    Latino Union of Chicago
    4811 N Central Park Ave
    Chicago,IL60625
    NONE PC Covid-Related 10,000
    Latino Union of Chicago
    4811 N Central Park Ave
    Chicago,IL60625
    NONE PC Project Support 65,000
    Leo High School
    7901 S Sangamon St
    Chicago,IL60620
    NONE PC Employee Matching Gift 3,000
    LINK Unlimited
    2221 S State St
    Chicago,IL60616
    NONE PC Project Support 50,000
    Logan Square Neighborhood Association
    2840 N Milwaukee Ave
    Chicago,IL60618
    NONE PC Covid-Related 7,500
    Lutheran Social Services of Illinois
    1001 E Touhy Ave
    Des Plaines,IL60018
    NONE PC Covid-Related 15,000
    Lutheran Social Services of Illinois
    1001 E Touhy Ave
    Des Plaines,IL60018
    NONE PC General Operating Support 20,000
    Marklund Children's Home (dba Marklund)
    1S450 Wyatt Dr
    Geneva,IL60134
    NONE PC Covid-Related 10,000
    Marklund Children's Home (dba Marklund)
    1S450 Wyatt Dr
    Geneva,IL60134
    NONE PC General Operating Support 10,000
    Metropolitan Family Services
    1 N Dearborn St
    Chicago,IL60602
    NONE PC General Operating Support 5,000
    Metropolitan Family Services
    1 N Dearborn St
    Chicago,IL60602
    NONE PC Covid-Related 7,500
    Metropolitan Planning Council (MPC)
    140 S Dearborn St
    Ste 1400
    Chicago,IL60603
    NONE PC Project Support 300,000
    Metropolitan Planning Council (MPC)
    140 S Dearborn St
    Ste 1400
    Chicago,IL60603
    NONE PC General Operating Support 75,000
    Misericordia Home
    6300 N Ridge Ave
    Chicago,IL60660
    NONE PC Employee Matching Gift 150
    mRelief
    233 N Michigan Ave
    18th Flr
    Chicago,IL60601
    NONE PC General Operating Support 40,000
    mRelief
    233 N Michigan Ave
    18th Flr
    Chicago,IL60601
    NONE PC Covid-Related 5,000
    National Forest Foundation
    27 Fort Missoula Rd
    Ste 3
    Missoula,MT59804
    NONE PC Project Support 185,187
    National Public Housing Museum
    625 N Kingsbury St
    Chicago,IL60654
    NONE PC Employee Matching Gift 300
    Natural Land Institute
    320 S 3rd St
    Rockford,IL61104
    NONE PC Project Support 3,000
    Natural Land Institute
    320 S 3rd St
    Rockford,IL61104
    NONE PC General Operating Support 55,000
    NIU Foundation
    Altgeld Hall 134
    DeKalb,IL60115
    NONE PC Project Support 75,000
    NIU Foundation
    Altgeld Hall 134
    DeKalb,IL60115
    NONE PC General Operating Support 5,000
    Oak Park-River Forest Community Foundation
    1049 Lake St
    Ste 204
    Oak Park,IL60301
    NONE PC General Operating Support 5,000
    One Hope United
    333 S Wabash Ave
    Chicago,IL60604
    NONE PC Covid-Related 5,000
    One Hope United
    333 S Wabash Ave
    Chicago,IL60604
    NONE PC General Operating Support 30,000
    Openlands
    25 E Washington St
    Ste 1650
    Chicago,IL60602
    NONE PC General Operating Support 101,750
    Openlands
    25 E Washington St
    Ste 1650
    Chicago,IL60602
    NONE PC Project Support 27,330
    PADS of Elgin Inc
    1730 Berkley St
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    PADS of Elgin Inc
    1730 Berkley St
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Partnership For Resilience
    530 E 22nd St
    Lombard,IL60148
    NONE PC Covid-Related 8,000
    Prairie Rivers Network
    1605 S State St
    Ste 1
    Champaign,IL61820
    NONE PC General Operating Support 110,000
    Raise the Floor Alliance
    77 W Washington St
    Ste 1402
    Chicago,IL60602
    NONE PC General Operating Support 100,000
    Raise the Floor Alliance
    77 W Washington St
    Ste 1402
    Chicago,IL60602
    NONE PC Covid-Related 10,000
    Renz Addiction Counseling Center
    Two American Way
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Renz Addiction Counseling Center
    Two American Way
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Senior Services Associates Inc
    101 S Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Senior Services Associates Inc
    101 S Grove Ave
    Elgin,IL60120
    NONE PC Covid-Related 5,000
    Shirley Ryan AbilityLab
    355 E Erie St
    Chicago,IL60611
    NONE PC General Operating Support 2,500
    Shriver Center on Poverty Law
    67 E Madison St
    Ste 2000
    Chicago,IL60603
    NONE PC Covid-Related 5,000
    Shriver Center on Poverty Law
    67 E Madison St
    Ste 2000
    Chicago,IL60603
    NONE PC General Operating Support 150,000
    Side Street Studio Arts
    PO Box 1264
    Elgin,IL60121
    NONE PC Covid-Related 5,000
    Side Street Studio Arts
    PO Box 1264
    Elgin,IL60121
    NONE PC General Operating Support 15,000
    Sierra Club Foundation
    2101 Webster St
    Ste 1250
    Oakland,CA94612
    NONE PC General Operating Support 75,000
    Southeastern Illinois Community Foundation
    PO Box 1211
    Effingham,IL62401
    NONE PC General Operating Support 10,000
    Southeastern Illinois Community Foundation
    PO Box 1211
    Effingham,IL62401
    NONE PC Project Support 45,000
    Southern Illinois Community Foundation
    1800 W Blvd
    Ste D
    Marion,IL62959
    NONE PC General Operating Support 5,000
    Summit School Inc
    333 W River Rd
    Elgin,IL60123
    NONE PC Covid-Related 12,500
    Summit School Inc
    333 W River Rd
    Elgin,IL60123
    NONE PC General Operating Support 35,000
    Teach Plus Incorporated
    One Beacon St
    Boston,MA02108
    NONE PC Project Support 50,000
    Telpochcalli Community Education Project Inc
    2832 W 24th Blvd
    Chicago,IL60623
    NONE PC Employee Matching Gift 750
    The Conservation Foundation
    10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC General Operating Support 62,500
    The Conservation Foundation
    10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC Project Support 745,323
    The Conservation Foundation
    10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC Covid-Related 10,000
    The Conservation Fund
    1655 Fort Myer Dr
    Arlington,VA22209
    NONE PC Project Support 400,000
    The Land Conservancy of McHenry County
    4622 Dean St
    Woodstock,IL60098
    NONE PC General Operating Support 60,000
    The Land Conservancy of McHenry County
    4622 Dean St
    Woodstock,IL60098
    NONE PC Covid-Related 5,000
    The Rebuild Foundation NFP
    6918 S Dorchester Ave
    Chicago,IL60637
    NONE PC General Operating Support 7,500
    The Wetlands Initiative
    53 W Jackson Blvd
    Ste 1015
    Chicago,IL60604
    NONE PC General Operating Support 1,750
    The Wetlands Initiative
    53 W Jackson Blvd
    Ste 1015
    Chicago,IL60604
    NONE PC Project Support 55,000
    United Black Scholarship Committee of Elgin
    75 S Weston Ave
    Elgin,IL60123
    NONE PC General Operating Support 2,000
    United Way of Greater St Louis
    910 N 11th St
    St Louis,MO63101
    NONE PC Covid-Related 7,500
    United Way of Greater St Louis
    910 N 11th St
    St Louis,MO63101
    NONE PC Project Support 50,000
    United Way of Greater St Louis
    910 N 11th St
    St Louis,MO63101
    NONE PC General Operating Support 5,000
    United Way of Metropolitan Chicago
    333 S Wabash Ave
    30th Flr
    St Louis,MO63101
    NONE PC Covid-Related 50,000
    Upsolve Inc
    150 Court St
    2nd Flr
    Chicago,IL60604
    NONE PC General Operating Support 75,000
    Urban Gateways
    1637 N Ashland Ave
    Ste 1
    Brooklyn,NY11201
    NONE PC General Operating Support 2,500
    VNA Health Care
    400 N Highland Ave
    Chicago,IL60622
    NONE PC Covid-Related 10,000
    Well Child Center
    620 Wing St
    Aurora,IL60506
    NONE PC General Operating Support 25,000
    Well Child Center
    620 Wing St
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Window To The World Communications Inc
    5400 N St Louis Ave
    Elgin,IL60123
    NONE PC General Operating Support 5,000
    World Business Chicago
    177 N State St
    5th Flr
    Chicago,IL60625
    NONE PC Project Support 50,000
    Young Invincibles
    1725 Desales St NW
    Ste 715
    Chicago,IL60601
    NONE PC General Operating Support 100,000
    Youth Leadership Academy
    410 Renner Dr
    Washington,DC20036
    NONE PC General Operating Support 2,000
    Youth Leadership Academy
    410 Renner Dr
    Elgin,IL60123
    NONE PC Covid-Related 5,000
    YWCA Elgin
    220 E Chicago St
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    YWCA Elgin
    220 E Chicago St
    Elgin,IL60120
    NONE PC General Operating Support 35,000
    YWCA Elgin fiscal sponsor
    220 E Chicago St
    Elgin,IL60120
    NONE PC Covid-Related 12,500
    YWCA Elgin fiscal sponsor
    220 E Chicago St
    Elgin,IL60120
    NONE PC General Operating Support 40,000
    Total .................................bullet 3a 7,373,972
    bApproved for future payment
    Alliance for the Great Lakes
    150 N Michigan Ave
    Chicago,IL606017553
    None PC Project Support 75,000
    Association for Individual Development
    309 New Indian Trail Ct
    Aurora,IL605062411
    None PC General Operating Support 30,000
    Audubon Great Lakes
    125 South Wacker Drive Suite 2125
    Chicago,IL60606
    None PC Project Support 60,000
    Bethlehem Lutheran Child Development Center
    340 Grand Blvd
    Elgin,IL601204224
    None PC General Operating Support 25,000
    Centro de Informacion
    1885 Lin Lor Lane
    Elgin,IL60123
    None PC General Operating Support 25,000
    Chicago Citywide Literacy Coalition
    641 W Lake Street Suite 200
    Chicago,IL60661
    None PC Project Support 150,000
    Chicago Jobs Council
    29 E Madison St Suite 1700
    Chicago,IL606024404
    None PC General Operating Support 125,000
    Children's Theatre of Elgin
    1700 Spartan Drive H104
    Elgin,IL601237189
    None PC General Operating Support 15,000
    Chinese Mutual Aid Association
    1016 W Argyle St
    Chicago,IL606403715
    None PC General Operating Support 15,000
    Communities United
    4749 N Kedzie
    Chicago,IL606256889
    None PC Project Support 75,000
    Community Organizing and Family Issues (COFI)
    2245 S Michigan Ave Suite 200
    Chicago,IL60616
    None PC General Operating Support 80,000
    Easter Seals DuPage & Fox Valley
    830 S Addison Ave
    Villa Park,IL601812877
    None PC General Operating Support 25,000
    Elgin Master Chorale Inc
    1700 Spartan Dr
    Elgin,IL601237189
    None PC General Operating Support 25,000
    Elgin Symphony Orchestra
    20 Du Page Ct
    Elgin,IL601206424
    None PC General Operating Support 25,000
    Environmental Defenders of McHenry County
    110 S Johnson Street
    Woodstock,IL600983259
    None PC General Operating Support 37,500
    Erikson Institute
    451 N La Salle Dr
    Chicago,IL606544510
    None PC Project Support 50,000
    Illinois Environmental Council Education Fund
    520 E Capitol Ave
    Springfield,IL627011814
    None PC General Operating Support 75,000
    Jo Daviess Conservation Foundation
    Po Box 216
    Elizabeth,IL610280216
    None PC General Operating Support 160,000
    Latino Policy Forum
    180 N Michigan Ave Suite 1250
    Chicago,IL606017464
    None PC General Operating Support 75,000
    Latino Union of Chicago
    4811 N Central Park Ave
    Chicago,IL606255603
    None PC Project Support 5,000
    Lutheran Social Services of Illinois
    1001 E Touhy Ave
    Des Plaines,IL600185801
    None PC General Operating Support 20,000
    mRelief
    233 N Michigan Ave Floor 18
    Chicago,IL606015519
    None PC General Operating Support 40,000
    Raise the Floor Alliance
    77 W Washington St Suite 1402
    Chicago,IL606023499
    None PC General Operating Support 100,000
    Shriver Center on Poverty Law
    67 E Madison St Suite 2000
    Chicago,IL606033014
    None PC General Operating Support 150,000
    Summit School Inc
    333 W River Rd
    Elgin,IL601231572
    None PC General Operating Support 35,000
    The Wetlands Initiative
    53 W Jackson Blvd Ste 1015
    Chicago,IL606043658
    None PC Project Support 55,000
    Upsolve Inc
    150 Court St Floor 2
    Brooklyn,NY11201
    None PC General Operating Support 75,000
    Well Child Center
    620 Wing Stree
    Elgin,IL60123
    None PC General Operating Support 25,000
    YWCA Elgin fiscal sponsor for Elgin Partnership f
    220 E Chicago St
    Elgin,IL601206503
    None PC General Operating Support 40,000
    Total .................................bullet 3b 1,692,500
    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 ...........
        14 606  
    4 Dividends and interest from securities....     14 3,678,733  
    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 ............
        18 239,504  
    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)..   3,918,843  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,918,843
    (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

    Form 990PF Part XV Line 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
    3Arts Inc180 N Michigan Ave
    Ste 329
    Chicago,IL60601
    NONE PC Employee Matching Gift 150
    A Better Chicago200 W Madison St
    3rd Flr
    Chicago,IL60606
    NONE PC General Operating Support 2,500
    ADA 25 Advancing Leadership567 W Lake St
    Ste 1150
    Chicago,IL60661
    NONE PC General Operating Support 3,000
    Alignment Collaborative for Education31 S Grove Ave
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Alignment Collaborative for Education31 S Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 40,000
    Alliance for the Great Lakes150 N Michigan Ave
    Chicago,IL60601
    NONE PC Project Support 75,000
    American Rivers Inc1101 14th St NW 1400
    Washington,DC20005
    NONE PC Project Support 100,000
    Association for Individual Development309 New Indian Trail Ct
    Aurora,IL60506
    NONE PC Covid-Related 12,000
    Association for Individual Development309 New Indian Trail Ct
    Aurora,IL60506
    NONE PC General Operating Support 30,000
    Audubon Great Lakes125 S Wacker Dr
    Ste 2125
    Chicago,IL60606
    NONE PC Covid-Related 5,000
    Audubon Great Lakes125 S Wacker Dr
    Ste 2125
    Chicago,IL60606
    NONE PC Project Support 60,000
    Bethlehem Lutheran Child Development Center340 Grand Blvd
    Elgin,IL60120
    NONE PC Covid-Related 12,500
    Bethlehem Lutheran Child Development Center340 Grand Blvd
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Boys & Girls Club of Elgin355 Dundee Ave
    Elgin,IL60120
    NONE PC General Operating Support 52,000
    Boys & Girls Club of Elgin355 Dundee Ave
    Elgin,IL60120
    NONE PC Covid-Related 5,000
    Centro de Informacion1885 Lin Lor Ln
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Centro de Informacion1885 Lin Lor Ln
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Chicago Architecture Foundation111 E Wacker Dr
    Ste 1321
    Chicago,IL60601
    NONE PC General Operating Support 5,000
    Chicago Citywide Literacy Coalition641 W Lake St
    Ste 200
    Chicago,IL60661
    NONE PC Project Support 150,000
    Chicago Citywide Literacy Coalition641 W Lake St
    Ste 200
    Chicago,IL60661
    NONE PC Covid-Related 10,000
    Chicago Community Foundation225 N Michigan Ave
    Chicago,IL60601
    NONE PC Covid-Related 500,000
    Chicago Community Foundation Donor-Advised Fund225 N Michigan Ave
    Chicago,IL60601
    NONE PC Project Support 150,000
    Chicago Community Foundation Donor-Advised Fund225 N Michigan Ave
    Chicago,IL60601
    NONE PC General Operating Support 1,500
    Chicago Foundation for Women140 S Dearborn St
    Ste 400
    Chicago,IL60603
    NONE PC Employee Matching Gift 300
    Chicago Freedom School719 S State St
    4th Flr
    Chicago,IL60605
    NONE PC Employee Matching Gift 75
    Chicago Jobs Council29 E Madison St
    Ste 1700
    Chicago,IL60602
    NONE PC General Operating Support 125,000
    Chicago United for Equity100 N La Salle St
    Ste 600
    Chicago,IL60602
    NONE PC Employee Matching Gift 750
    Chicago Urban League4510 S Michigan Ave
    Chicago,IL60653
    NONE PC General Operating Support 2,500
    Children's Home & Aid125 S Wacker Dr
    Chicago,IL60606
    NONE PC Covid-Related 5,000
    Children's Home & Aid125 S Wacker Dr
    Chicago,IL60606
    NONE PC Project Support 45,000
    Children's Theatre of Elgin1700 Spartan Dr
    H104
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Children's Theatre of Elgin1700 Spartan Dr
    H104
    Elgin,IL60123
    NONE PC General Operating Support 15,000
    Chinese Mutual Aid Association1016 W Argyle St
    Chicago,IL60640
    NONE PC Covid-Related 10,000
    Chinese Mutual Aid Association1016 W Argyle St
    Chicago,IL60640
    NONE PC General Operating Support 15,000
    Communities United4749 N Kedzie Ave
    Chicago,IL60625
    NONE PC Project Support 75,000
    Community Crisis Center IncPO Box 1390
    Elgin,IL60121
    NONE PC General Operating Support 25,000
    Community Crisis Center IncPO Box 1390
    Elgin,IL60121
    NONE PC Covid-Related 15,000
    Community Foundation of Fox River Valley111 W Downer Pl
    Ste 312
    Aurora,IL60506
    NONE PC Covid-Related 25,000
    Community Foundation of Kankakee River Valley701 S Harrison Ave
    Kankakee,IL60901
    NONE PC General Operating Support 5,000
    Community Organizing and Family Issues (COFI)2245 S Michigan Ave
    Ste 200
    Chicago,IL60616
    NONE PC General Operating Support 80,000
    Community Organizing and Family Issues (COFI)2245 S Michigan Ave
    Ste 200
    Chicago,IL60616
    NONE PC Covid-Related 7,500
    Consumer Credit Counseling Svc of Northern IL13707 W Jackson St
    Ste B
    Woodstock,IL60098
    NONE PC Covid-Related 10,000
    Consumer Credit Counseling Svc of Northern IL13707 W Jackson St
    Ste B
    Woodstock,IL60098
    NONE PC General Operating Support 10,000
    Crossroads Fund3411 W Diversey Ave
    Ste 20
    Chicago,IL60647
    NONE PC Employee Matching Gift 1,800
    Easter Seals DuPage & Fox Valley830 S Addison Ave
    Villa Park,IL60181
    NONE PC Covid-Related 15,000
    Easter Seals DuPage & Fox Valley830 S Addison Ave
    Villa Park,IL60181
    NONE PC General Operating Support 25,000
    Ecker Center for Behavioral Health1845 Grandstand Pl
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Ecker Center for Behavioral Health1845 Grandstand Pl
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Elgin Area Historical Society360 Park St
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Elgin Area Historical Society360 Park St
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Master Chorale Inc1700 Spartan Dr
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Elgin Master Chorale Inc1700 Spartan Dr
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Elgin Symphony Orchestra20 Du Page Ct
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Symphony Orchestra20 Du Page Ct
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Elgin Youth Symphony Orchestra60 S Grove Ave
    Ste 2
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Elgin Youth Symphony Orchestra60 S Grove Ave
    Ste 2
    Elgin,IL60120
    NONE PC General Operating Support 30,000
    Enlace Chicago2756 S Harding Ave
    Chicago,IL60623
    NONE PC Employee Matching Gift 300
    Environmental Defenders of McHenry County110 S Johnson St
    Woodstock,IL60098
    NONE PC Covid-Related 10,000
    Environmental Defenders of McHenry County110 S Johnson St
    Woodstock,IL60098
    NONE PC General Operating Support 37,500
    Environmental Law and Policy Center35 E Wacker Dr
    Ste 1600
    Chicago,IL60601
    NONE PC Project Support 60,000
    Equip For Equality Inc20 N Michigan Ave
    Ste 300
    Chicago,IL60602
    NONE PC Covid-Related 5,000
    Equip For Equality Inc20 N Michigan Ave
    Ste 300
    Chicago,IL60602
    NONE PC Project Support 50,000
    Erie Elementary School1405 N Washtenaw Ave
    Chicago,IL60622
    NONE PC General Operating Support 2,500
    Erikson Institute451 N La Salle Dr
    Chicago,IL60654
    NONE PC Project Support 50,000
    Evanston Scholars1234 Sherman Ave
    Ste 214
    Evanston,IL60202
    NONE PC General Operating Support 15,000
    Faith in Place701 E Lake St
    Ste 920
    Chicago,IL60601
    NONE PC General Operating Support 60,000
    Faith in Place701 E Lake St
    Ste 920
    Chicago,IL60601
    NONE PC Covid-Related 7,500
    Family Service Association of Greater Elgin Area1140 N Mclean Blvd
    Ste I
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    Family Service Association of Greater Elgin Area1140 N Mclean Blvd
    Ste I
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Food for Greater Elgin1553 Commerce Dr
    Elgin,IL60123
    NONE PC General Operating Support 30,000
    Food for Greater Elgin1553 Commerce Dr
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Forefront200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC General Operating Support 45,500
    Forefront200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Membership Grant 13,050
    Forefront200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Covid-Related 10,000
    Forefront200 W Madison St
    2nd Flr
    Chicago,IL60606
    NONE PC Project Support 30,000
    Fox Valley United Way44 E Galena Blvd
    Aurora,IL60505
    NONE PC Covid-Related 7,500
    Gail Borden Public Library District Foundation270 N Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 2,000
    Galesburg Community Foundation Fiscal Agent246 E Main St
    Ste 101
    Galesburg,IL61401
    NONE PC General Operating Support 50,000
    Girls Inc of Chicago2212 S Michigan Ave
    Ste 210
    Chicago,IL60616
    NONE PC Employee Matching Gift 450
    Greater Chicago Food Depository4100 W Ann Lurie Pl
    Chicago,IL60632
    NONE PC General Operating Support 2,000
    Greater Elgin Family Care Center370 Summit St
    Elgin,IL60120
    NONE PC Covid-Related 15,000
    Greater Elgin Family Care Center370 Summit St
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Grow Your Own Teachers1901 W Carroll Ave
    Ste 201
    Chicago,IL60612
    NONE PC Covid-Related 10,000
    Grow Your Own Teachers1901 W Carroll Ave
    Ste 201
    Chicago,IL60612
    NONE PC General Operating Support 50,000
    Guadalupano Club Of Elgin6N479 Splitrail Ln
    St Charles,IL60175
    NONE PC General Operating Support 2,000
    Hamilton Wings14 Crescent St
    Elgin,IL60123
    NONE PC General Operating Support 2,000
    Hamilton Wings14 Crescent St
    Elgin,IL60123
    NONE PC Project Support 62,400
    HANA Center4300 N California Ave
    Chicago,IL60618
    NONE PC Project Support 50,000
    HANA Center4300 N California Ave
    Chicago,IL60618
    NONE PC Covid-Related 10,000
    HeartLands Conservancy3 N High St
    Belleville,IL62220
    NONE PC General Operating Support 70,000
    Hundred Club Of Cook County875 N Michigan Ave
    Ste 1351
    Chicago,IL60611
    NONE PC General Operating Support 2,000
    Illinois Action for Children4753 N Broadway St
    Ste 1200
    Chicago,IL60640
    NONE PC Project Support 43,750
    Illinois Action for Children4753 N Broadway St
    Ste 1200
    Chicago,IL60640
    NONE PC Covid-Related 5,000
    IL Coalition for Immigrant and Refugee Rights55 E Jackson Blvd
    Ste 2075
    Chicago,IL60604
    NONE PC General Operating Support 55,000
    IL Coalition for Immigrant and Refugee Rights55 E Jackson Blvd
    Ste 2075
    Chicago,IL60604
    NONE PC Covid-Related 10,000
    Illinois Collaboration on Youth333 S Wabash Ave
    Ste 2750
    Chicago,IL60604
    NONE PC General Operating Support 3,000
    Illinois Environmental Council Education Fund520 E Capitol Ave
    Springfield,IL62701
    NONE PC General Operating Support 76,750
    Illinois Humanities125 S Clark St
    Ste 650
    Chicago,IL60603
    NONE PC General Operating Support 50,000
    Injustice Watch NFP55 E Jackson Blvd
    Ste 640
    Chicago,IL60604
    NONE PC General Operating Support 2,000
    Jo Daviess Conservation FoundationPO Box 216
    Elizabeth,IL61028
    NONE PC Project Support 296,907
    Jo Daviess Conservation FoundationPO Box 216
    Elizabeth,IL61028
    NONE PC Covid-Related 9,000
    Jo Daviess Conservation FoundationPO Box 216
    Elizabeth,IL61028
    NONE PC General Operating Support 115,000
    Jobs to Move America525 S Hewitt St
    Los Angeles,CA90013
    NONE PC General Operating Support 75,000
    Jobs to Move America525 S Hewitt St
    Los Angeles,CA90013
    NONE PC Covid-Related 4,750
    Kipp Chicago Schools2007 S Halsted St
    Chicago,IL60608
    NONE PC General Operating Support 7,500
    Kuumba Lynx4501 N Clarendon Ave
    Ste 2N
    Chicago,IL60640
    NONE PC Employee Matching Gift 900
    Lakeview Pantry3945 N Sheridan Rd
    Chicago,IL60613
    NONE PC Employee Matching Gift 600
    Latino Policy Forum180 N Michigan Ave
    Ste 1250
    Chicago,IL60601
    NONE PC General Operating Support 75,000
    Latino Policy Forum180 N Michigan Ave
    Ste 1250
    Chicago,IL60601
    NONE PC Covid-Related 7,500
    Latino Union of Chicago4811 N Central Park Ave
    Chicago,IL60625
    NONE PC Covid-Related 10,000
    Latino Union of Chicago4811 N Central Park Ave
    Chicago,IL60625
    NONE PC Project Support 65,000
    Leo High School7901 S Sangamon St
    Chicago,IL60620
    NONE PC Employee Matching Gift 3,000
    LINK Unlimited2221 S State St
    Chicago,IL60616
    NONE PC Project Support 50,000
    Logan Square Neighborhood Association2840 N Milwaukee Ave
    Chicago,IL60618
    NONE PC Covid-Related 7,500
    Lutheran Social Services of Illinois1001 E Touhy Ave
    Des Plaines,IL60018
    NONE PC Covid-Related 15,000
    Lutheran Social Services of Illinois1001 E Touhy Ave
    Des Plaines,IL60018
    NONE PC General Operating Support 20,000
    Marklund Children's Home (dba Marklund)1S450 Wyatt Dr
    Geneva,IL60134
    NONE PC Covid-Related 10,000
    Marklund Children's Home (dba Marklund)1S450 Wyatt Dr
    Geneva,IL60134
    NONE PC General Operating Support 10,000
    Metropolitan Family Services1 N Dearborn St
    Chicago,IL60602
    NONE PC General Operating Support 5,000
    Metropolitan Family Services1 N Dearborn St
    Chicago,IL60602
    NONE PC Covid-Related 7,500
    Metropolitan Planning Council (MPC)140 S Dearborn St
    Ste 1400
    Chicago,IL60603
    NONE PC Project Support 300,000
    Metropolitan Planning Council (MPC)140 S Dearborn St
    Ste 1400
    Chicago,IL60603
    NONE PC General Operating Support 75,000
    Misericordia Home6300 N Ridge Ave
    Chicago,IL60660
    NONE PC Employee Matching Gift 150
    mRelief233 N Michigan Ave
    18th Flr
    Chicago,IL60601
    NONE PC General Operating Support 40,000
    mRelief233 N Michigan Ave
    18th Flr
    Chicago,IL60601
    NONE PC Covid-Related 5,000
    National Forest Foundation27 Fort Missoula Rd
    Ste 3
    Missoula,MT59804
    NONE PC Project Support 185,187
    National Public Housing Museum625 N Kingsbury St
    Chicago,IL60654
    NONE PC Employee Matching Gift 300
    Natural Land Institute320 S 3rd St
    Rockford,IL61104
    NONE PC Project Support 3,000
    Natural Land Institute320 S 3rd St
    Rockford,IL61104
    NONE PC General Operating Support 55,000
    NIU FoundationAltgeld Hall 134
    DeKalb,IL60115
    NONE PC Project Support 75,000
    NIU FoundationAltgeld Hall 134
    DeKalb,IL60115
    NONE PC General Operating Support 5,000
    Oak Park-River Forest Community Foundation1049 Lake St
    Ste 204
    Oak Park,IL60301
    NONE PC General Operating Support 5,000
    One Hope United333 S Wabash Ave
    Chicago,IL60604
    NONE PC Covid-Related 5,000
    One Hope United333 S Wabash Ave
    Chicago,IL60604
    NONE PC General Operating Support 30,000
    Openlands25 E Washington St
    Ste 1650
    Chicago,IL60602
    NONE PC General Operating Support 101,750
    Openlands25 E Washington St
    Ste 1650
    Chicago,IL60602
    NONE PC Project Support 27,330
    PADS of Elgin Inc1730 Berkley St
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    PADS of Elgin Inc1730 Berkley St
    Elgin,IL60123
    NONE PC General Operating Support 25,000
    Partnership For Resilience530 E 22nd St
    Lombard,IL60148
    NONE PC Covid-Related 8,000
    Prairie Rivers Network1605 S State St
    Ste 1
    Champaign,IL61820
    NONE PC General Operating Support 110,000
    Raise the Floor Alliance77 W Washington St
    Ste 1402
    Chicago,IL60602
    NONE PC General Operating Support 100,000
    Raise the Floor Alliance77 W Washington St
    Ste 1402
    Chicago,IL60602
    NONE PC Covid-Related 10,000
    Renz Addiction Counseling CenterTwo American Way
    Elgin,IL60120
    NONE PC Covid-Related 10,000
    Renz Addiction Counseling CenterTwo American Way
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Senior Services Associates Inc101 S Grove Ave
    Elgin,IL60120
    NONE PC General Operating Support 25,000
    Senior Services Associates Inc101 S Grove Ave
    Elgin,IL60120
    NONE PC Covid-Related 5,000
    Shirley Ryan AbilityLab355 E Erie St
    Chicago,IL60611
    NONE PC General Operating Support 2,500
    Shriver Center on Poverty Law67 E Madison St
    Ste 2000
    Chicago,IL60603
    NONE PC Covid-Related 5,000
    Shriver Center on Poverty Law67 E Madison St
    Ste 2000
    Chicago,IL60603
    NONE PC General Operating Support 150,000
    Side Street Studio ArtsPO Box 1264
    Elgin,IL60121
    NONE PC Covid-Related 5,000
    Side Street Studio ArtsPO Box 1264
    Elgin,IL60121
    NONE PC General Operating Support 15,000
    Sierra Club Foundation2101 Webster St
    Ste 1250
    Oakland,CA94612
    NONE PC General Operating Support 75,000
    Southeastern Illinois Community FoundationPO Box 1211
    Effingham,IL62401
    NONE PC General Operating Support 10,000
    Southeastern Illinois Community FoundationPO Box 1211
    Effingham,IL62401
    NONE PC Project Support 45,000
    Southern Illinois Community Foundation1800 W Blvd
    Ste D
    Marion,IL62959
    NONE PC General Operating Support 5,000
    Summit School Inc333 W River Rd
    Elgin,IL60123
    NONE PC Covid-Related 12,500
    Summit School Inc333 W River Rd
    Elgin,IL60123
    NONE PC General Operating Support 35,000
    Teach Plus IncorporatedOne Beacon St
    Boston,MA02108
    NONE PC Project Support 50,000
    Telpochcalli Community Education Project Inc2832 W 24th Blvd
    Chicago,IL60623
    NONE PC Employee Matching Gift 750
    The Conservation Foundation10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC General Operating Support 62,500
    The Conservation Foundation10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC Project Support 745,323
    The Conservation Foundation10S404 Knoch Knolls Rd
    Naperville,IL60565
    NONE PC Covid-Related 10,000
    The Conservation Fund1655 Fort Myer Dr
    Arlington,VA22209
    NONE PC Project Support 400,000
    The Land Conservancy of McHenry County4622 Dean St
    Woodstock,IL60098
    NONE PC General Operating Support 60,000
    The Land Conservancy of McHenry County4622 Dean St
    Woodstock,IL60098
    NONE PC Covid-Related 5,000
    The Rebuild Foundation NFP6918 S Dorchester Ave
    Chicago,IL60637
    NONE PC General Operating Support 7,500
    The Wetlands Initiative53 W Jackson Blvd
    Ste 1015
    Chicago,IL60604
    NONE PC General Operating Support 1,750
    The Wetlands Initiative53 W Jackson Blvd
    Ste 1015
    Chicago,IL60604
    NONE PC Project Support 55,000
    United Black Scholarship Committee of Elgin75 S Weston Ave
    Elgin,IL60123
    NONE PC General Operating Support 2,000
    United Way of Greater St Louis910 N 11th St
    St Louis,MO63101
    NONE PC Covid-Related 7,500
    United Way of Greater St Louis910 N 11th St
    St Louis,MO63101
    NONE PC Project Support 50,000
    United Way of Greater St Louis910 N 11th St
    St Louis,MO63101
    NONE PC General Operating Support 5,000
    United Way of Metropolitan Chicago333 S Wabash Ave
    30th Flr
    St Louis,MO63101
    NONE PC Covid-Related 50,000
    Upsolve Inc150 Court St
    2nd Flr
    Chicago,IL60604
    NONE PC General Operating Support 75,000
    Urban Gateways1637 N Ashland Ave
    Ste 1
    Brooklyn,NY11201
    NONE PC General Operating Support 2,500
    VNA Health Care400 N Highland Ave
    Chicago,IL60622
    NONE PC Covid-Related 10,000
    Well Child Center620 Wing St
    Aurora,IL60506
    NONE PC General Operating Support 25,000
    Well Child Center620 Wing St
    Elgin,IL60123
    NONE PC Covid-Related 15,000
    Window To The World Communications Inc5400 N St Louis Ave
    Elgin,IL60123
    NONE PC General Operating Support 5,000
    World Business Chicago177 N State St
    5th Flr
    Chicago,IL60625
    NONE PC Project Support 50,000
    Young Invincibles1725 Desales St NW
    Ste 715
    Chicago,IL60601
    NONE PC General Operating Support 100,000
    Youth Leadership Academy410 Renner Dr
    Washington,DC20036
    NONE PC General Operating Support 2,000
    Youth Leadership Academy410 Renner Dr
    Elgin,IL60123
    NONE PC Covid-Related 5,000
    YWCA Elgin220 E Chicago St
    Elgin,IL60123
    NONE PC Covid-Related 10,000
    YWCA Elgin220 E Chicago St
    Elgin,IL60120
    NONE PC General Operating Support 35,000
    YWCA Elgin fiscal sponsor220 E Chicago St
    Elgin,IL60120
    NONE PC Covid-Related 12,500
    YWCA Elgin fiscal sponsor220 E Chicago St
    Elgin,IL60120
    NONE PC General Operating Support 40,000
    Total ...............................bullet 3a 7,373,972
    bApproved for future payment
    Alliance for the Great Lakes150 N Michigan Ave
    Chicago,IL606017553
    None PC Project Support 75,000
    Association for Individual Development309 New Indian Trail Ct
    Aurora,IL605062411
    None PC General Operating Support 30,000
    Audubon Great Lakes125 South Wacker Drive Suite 2125
    Chicago,IL60606
    None PC Project Support 60,000
    Bethlehem Lutheran Child Development Center340 Grand Blvd
    Elgin,IL601204224
    None PC General Operating Support 25,000
    Centro de Informacion1885 Lin Lor Lane
    Elgin,IL60123
    None PC General Operating Support 25,000
    Chicago Citywide Literacy Coalition641 W Lake Street Suite 200
    Chicago,IL60661
    None PC Project Support 150,000
    Chicago Jobs Council29 E Madison St Suite 1700
    Chicago,IL606024404
    None PC General Operating Support 125,000
    Children's Theatre of Elgin1700 Spartan Drive H104
    Elgin,IL601237189
    None PC General Operating Support 15,000
    Chinese Mutual Aid Association1016 W Argyle St
    Chicago,IL606403715
    None PC General Operating Support 15,000
    Communities United4749 N Kedzie
    Chicago,IL606256889
    None PC Project Support 75,000
    Community Organizing and Family Issues (COFI)2245 S Michigan Ave Suite 200
    Chicago,IL60616
    None PC General Operating Support 80,000
    Easter Seals DuPage & Fox Valley830 S Addison Ave
    Villa Park,IL601812877
    None PC General Operating Support 25,000
    Elgin Master Chorale Inc1700 Spartan Dr
    Elgin,IL601237189
    None PC General Operating Support 25,000
    Elgin Symphony Orchestra20 Du Page Ct
    Elgin,IL601206424
    None PC General Operating Support 25,000
    Environmental Defenders of McHenry County110 S Johnson Street
    Woodstock,IL600983259
    None PC General Operating Support 37,500
    Erikson Institute451 N La Salle Dr
    Chicago,IL606544510
    None PC Project Support 50,000
    Illinois Environmental Council Education Fund520 E Capitol Ave
    Springfield,IL627011814
    None PC General Operating Support 75,000
    Jo Daviess Conservation FoundationPo Box 216
    Elizabeth,IL610280216
    None PC General Operating Support 160,000
    Latino Policy Forum180 N Michigan Ave Suite 1250
    Chicago,IL606017464
    None PC General Operating Support 75,000
    Latino Union of Chicago4811 N Central Park Ave
    Chicago,IL606255603
    None PC Project Support 5,000
    Lutheran Social Services of Illinois1001 E Touhy Ave
    Des Plaines,IL600185801
    None PC General Operating Support 20,000
    mRelief233 N Michigan Ave Floor 18
    Chicago,IL606015519
    None PC General Operating Support 40,000
    Raise the Floor Alliance77 W Washington St Suite 1402
    Chicago,IL606023499
    None PC General Operating Support 100,000
    Shriver Center on Poverty Law67 E Madison St Suite 2000
    Chicago,IL606033014
    None PC General Operating Support 150,000
    Summit School Inc333 W River Rd
    Elgin,IL601231572
    None PC General Operating Support 35,000
    The Wetlands Initiative53 W Jackson Blvd Ste 1015
    Chicago,IL606043658
    None PC Project Support 55,000
    Upsolve Inc150 Court St Floor 2
    Brooklyn,NY11201
    None PC General Operating Support 75,000
    Well Child Center620 Wing Stree
    Elgin,IL60123
    None PC General Operating Support 25,000
    YWCA Elgin fiscal sponsor for Elgin Partnership f220 E Chicago St
    Elgin,IL601206503
    None PC General Operating Support 40,000
    Total ................................bullet 3b 1,692,500
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Grand Victoria Foundation
     
    Employer identification number

    36-4107162
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Grand Victoria Foundation
     
    Employer identification number
    36-4107162
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    GRAND VICTORIA CASINO
    250 SOUTH GROVE AVENUE
     
    ELGIN, IL60120

    $ 3,243,505


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Grand Victoria Foundation
     
    Employer identification number

    36-4107162
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Grand Victoria Foundation
     
    Employer identification number

    36-4107162
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 37,955 18,978 0 14,672

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD STOCK MRKT INDEX FUND FMV 51,934,593 51,934,593
    PIMCO TOTAL RETURN FUND FMV 12,276,333 12,276,333
    INTL STOCK INDEX INSTITUTIONAL FMV 32,555,450 32,555,450
    FIDELITY FUND #57-GOVT PORT FMV 2,189,878 2,189,878
    VANGUARD TOTAL BOND MRK INDEX FMV 11,593,661 11,593,661
    STATE STREET US GOVT BOND FMV 11,973,377 11,973,377
    EATON VANCE FLOATING RATE FMV 13,496,156 13,496,156
    BLACKROCK TOTAL RETURN FUND FMV 12,380,554 12,380,554

    TY 2020 LegalFeesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL LEGAL COUNSEL 29,922 0 0 30,780


    TY 2020 OtherDecreasesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Description Amount
    CHANGE IN DEFERRED EXCISE TAX 29,932


    TY 2020 OtherExpensesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT/MAINTENANCE 85,241 0 0 85,241
    PROF DEV/RECRUITING 63,534 0 0 63,534
    INSURANCE 23,846 2,538 0 22,846
    IT 22,181 3,538 0 31,843
    PROF MEMBERSHIPS 19,689 0 0 19,752
    OFFICE SUPPLIES 12,631 0 0 21,740
    COMMUNITY OUTREACH 121 0 0 121
    MISCELLANEOUS 0 1,530 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Description Amount
    NET UNREALIZED GAIN ON INVESTMENT 13,042,308


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL TAX LIABILITY 496,248 526,180
    DEFERRED RENT EXPENSE 59,466 54,228


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROF/INVEST MANAGEMENT 450,148 124,956 0 331,470


    TY 2020 TaxesSchedule
    Name:
    Grand Victoria Foundation
    EIN:
    36-4107162
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CURRENT FEDERAL EXCISE TAX 85,789 0 0 0