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
FINNEGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)33 N DEARBORN NO 2230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-4221334
B Telephone number (see instructions)

(312) 346-6000
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$74,414,082J 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) 200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities... 992,708 992,708  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,054,514
b Gross sales price for all assets on line 6a 7,155,406
7 Capital gain net income (from Part IV, line 2)... 1,054,514
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)....... Click to see attachment 19,606 -49,277 0
12 Total. Add lines 1 through 11........ 2,266,853 1,997,970 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 212,850 42,570 0 170,280
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,123 2,425 0 9,698
c Other professional fees (attach schedule).... Click to see attachment 294,766 294,761 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 125,900 53,173 0 12,727
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 53,028 10,606 0 42,422
21 Travel, conferences, and meetings....... 721 0 0 721
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,116 1,419 0 5,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 706,504 404,954 0 241,545
25 Contributions, gifts, grants paid....... 3,485,866 3,485,866
26 Total expenses and disbursements. Add lines 24 and 25 4,192,370 404,954 0 3,727,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,925,517
b Net investment income (if negative, enter -0-) 1,593,016
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,554,396 6,973,191 6,973,191
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,244,255 Click to see attachment20,417,786 47,306,100
c Investments—corporate bonds (attach schedule)....... 1,596,159 Click to see attachment1,647,631 1,712,077
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,269,252 Click to see attachment14,704,347 18,422,284
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment413 Click to see attachment430 Click to see attachment430
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,664,475 43,743,385 74,414,082
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 45,664,475 43,743,385
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 45,664,475 43,743,385
30 Total liabilities and net assets/fund balances (see instructions). 45,664,475 43,743,385
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
45,664,475
2
Enter amount from Part I, line 27a .....................
2
-1,925,517
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,427
4
Add lines 1, 2, and 3 ..........................
4
43,743,385
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,743,385
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 FIDELITY FLTNG RT HI INC P 2020-01-01 2020-12-31
b FIDELITY FLTNG RT HI INC P 2019-01-01 2020-12-31
c FIDELITY FLTNG RT HI INC P 2019-01-01 2020-12-31
d RTS T-MOBILE US INC - RIGHTS P 2020-01-01 2020-12-31
e PERSHING #9610 P 2020-01-01 2020-12-31
PERSHING #9610 P 2019-01-01 2020-12-31
SCHWAB #3147 P 2019-01-01 2020-12-31
SCHWAB #4528 P 2019-01-01 2020-12-31
ADAMS STREET GLOBAL P 2019-01-01 2020-12-31
AG REALTY VALUE FUND X P 2020-01-01 2020-12-31
AG REALTY VALUE FUND X P 2019-01-01 2020-12-31
LIZARD INTERNATIONAL FUND P 2019-01-01 2020-12-31
LIZARD INTERNATIONAL FUND P 2020-01-01 2020-12-31
HIGHBRIDGE STRATEGIC CREDIT FUND P 2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 52,849   57,695 -4,846
b 675,791   742,805 -67,014
c 475,150   530,527 -55,377
d 1,538   3,382 -1,844
e 204,276   242,862 -38,586
3,035,411   2,614,074 421,337
689,033   684,200 4,833
1,695,157   1,162,130 533,027
26,222     26,222
12,185     12,185
594     594
238,046     238,046
      -63,217
175     175
48,979     48,979
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       -4,846
b       -67,014
c       -55,377
d       -1,844
e       -38,586
      421,337
      4,833
      533,027
      26,222
      12,185
      594
      238,046
      -63,217
      175
      48,979
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,054,514
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 -96,308
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 22,143
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,143
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,143
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 29,306
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,306
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 32,163
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet32,163 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletFINNEGANFAMILYFDN.ORG
    14
    The books are in care ofbulletALBERT W MCCALLY III Telephone no.bullet (312) 346-6000

    Located atbullet33 N DEARBORNCHICAGOIL ZIP+4bullet60602
    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
    ALBERT WARD MCCALLY III PRESIDENT/DIRECTOR
    30.00     		109,850 0 0
    2440 NORTH LAKEVIEW AVENUE 6F
    CHICAGO,IL60614
    MARY FINNEGAN SECRETARY/DIRECTOR
    0.00     		0 0 0
    1133 MICHIGAN AVENUE
    EVANSTON,IL60202
    PAUL J FINNEGAN CHAIRMAN/TREASURER/DIRECTO
    0.00     		0 0 0
    1133 MICHIGAN AVENUE
    EVANSTON,IL60202
    KATHERINE M FINNEGAN VICE PRESIDENT/DIRECTOR
    40.00     		103,000 0 0
    540 WEST WEBSTER APT 904
    CHICAGO,IL60614
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    49,636,986
    b
    Average of monthly cash balances.......................
    1b
    3,011,431
    c
    Fair market value of all other assets (see instructions)................
    1c
    13,250,182
    d
    Total (add lines 1a, b, and c).........................
    1d
    65,898,599
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    65,898,599
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    988,479
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    64,910,120
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,245,506
    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
    3,245,506
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    22,143
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,143
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,223,363
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,223,363
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,223,363
    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
    3,727,411
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,727,411
    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
    3,727,411
    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 3,223,363
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 486,042
    b From 2016...... 557,482
    c From 2017...... 210,105
    d From 2018...... 43,981
    e From 2019...... 170,433
    fTotal of lines 3a through e........ 1,468,043
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,727,411
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 3,223,363
    e Remaining amount distributed out of corpus 504,048
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,972,091
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		486,042
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,486,049
    10 Analysis of line 9:
    a Excess from 2016.... 557,482
    b Excess from 2017.... 210,105
    c Excess from 2018.... 43,981
    d Excess from 2019.... 170,433
    e Excess from 2020.... 504,048
    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).)
    MARY FINNEGAN
    PAUL J FINNEGAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A BETTER CHICAGO
    200 WEST MADISON STREET 3RD FLOOR
    CHICAGO,IL60606     		NONE PC $100K TO GENERAL OPERATIONS; $100K TO CATALYST FUND; $25K TO WORLD CENTRAL KITCHEN; $25K TO COVID EMERGENCY RELIEF 250,000
    AARP FOUNDATION
    601 E ST NW
    WASHINGTON,DC20049     		NONE PC AARP EXPERIENCE CORPS/CHICAGO 20,000
    ACADEMY FOR URBAN SCHOOL LEADERSHIP
    3400 N AUSTIN AVE
    CHICAGO,IL60634     		NONE PC UNRESTRICTED 100,000
    ADVANCE ILLINOIS
    303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    ALLIANCE CHICAGO
    225 W ILLINOIS STREET SUITE 500
    CHICAGO,IL60654     		NONE PC JUNO4ME 15,000
    AMERICA NEEDS YOU
    82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    ASPIRITECH
    1893 SHERIDAN RD SUITE 103
    HIGHLAND PARK,IL60035     		NONE PC UNRESTRICTED 5,000
    BETTER FUTURE FORWARD
    20711 HOLT AVE PO BOX 1063
    LAKEVILLE,MN55044     		NONE PC CHICAGO PROGRAM 50,000
    BOOKS & BREAKFAST
    419 GREENWOOD ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 20,000
    BOTTOM LINE
    65 E WACKER PLACE SUITE 800
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 100,000
    BRAVEN
    100 N LASALLE STREET SUITE 310
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 50,000
    BRIGHT PROMISES
    70 E LAKE ST STE 1120
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 1,000
    CENTER FOR INDEPENDENT FUTURES
    1015 DAVIS ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVE SUITE 2200
    CHICAGO,IL60601     		NONE PC $100K TO CHICAGO EDUCATION EQUITY COVID-19 RESPONSE FUND AND $10K TO CHICAGOLAND WORKFORCE FUNDER ALLIANCE; PROGRESSIVE POST-SECONDARY PATHWAYS FUND 110,000
    CHICAGO LIGHTS
    126 E CHESTNUT ST
    CHICAGO,IL60611     		NONE PC TUTORING PROGRAM 2,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST SUITE 2150
    CHICAGO,IL60606     		NONE PC FUND 5 - CHICAGO PRINCIPAL'S FELLOWSHIP PROGRAM 50,000
    CHICAGO SCHOLARS
    247 S STATE ST SUITE 700
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    CHILDCARE NETWORK OF EVANSTON
    1335 DODGE AVE
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    CITY YEAR
    36 S WABASH AVE SUITE 1300
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 50,000
    CIVIC CONSULTING ALLIANCE
    21 S CLARK ST SUITE 4301
    CHICAGO,IL60603     		NONE PC EDUCATION PROJECTS 10,000
    CIVIC LEADERSHIP FOUNDATION
    PO BOX 456
    GLENCOE,IL60022     		NONE PC UNRESTRICTED 2,500
    CODE NATION
    85 BROAD ST C/O WEWORK 17TH FLOOR
    NEW YORK,NY10004     		NONE PC CHICAGO PROGRAM 20,000
    COLLEGE POSSIBLE
    215 W SUPERIOR ST STE 300
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 30,000
    COMMUNITIES IN SCHOOLS
    815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 25,000
    CONNECTIONS FOR THE HOMELESS
    2121 DEWEY AVENUE
    EVANSTON,IL60201     		NONE PC $25K UNRESTRICTED AND $10K FOR DAISY'S PLACE 35,000
    CRADLES TO CRAYONS
    4141 W GEORGE STREET
    CHICAGO,IL60641     		NONE PC CHICAGO PROGRAM 30,000
    CURT'S CAFE
    2922 CENTRAL STREET
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    DESIGNS FOR DIGNITY
    445 N WELLS ST SUITE 402
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 1,000
    EDUCATION PIONEERS
    177 HUNTINGTON AVE SUITE 1703-14991
    BOSTON,MA02115     		NONE PC CHICAGO PROGRAM 50,000
    EMBARC CHICAGO
    PO BOX 221450
    CHICAGO,IL60622     		NONE PC UNRESTRICTED 15,000
    ERIE FAMILY HEALTH FOUNDATION
    1701 W SUPERIOR ST 3RD FLOOR
    CHICAGO,IL60622     		NONE PC EVANSTON/SKOKIE FEDERALLY-QUALIFIED HEALTH CENTER 20,000
    ETHS FOUNDATION
    1600 DODGE AVENUE
    EVANSTON,IL60201     		NONE PC STUDENT & FAMILY RESPONSE FUND 10,000
    EVANSTON COMMUNITY FOUNDATION
    1560 SHERMAN AVE SUITE 535
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 25,000
    EVANSTON SCHOLARS
    1234 SHERMAN AVE SUITE 214
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 25,000
    FOREFRONT
    200 WEST MADISON STREET
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 6,366
    FOUNDATION 65
    PO BOX 750
    EVANSTON,IL60204     		NONE PC CRITICAL RESPONSE GRANTS 15,000
    FRIENDS OF THE CHILDREN - CHICAGO
    736 S HARVEY AVENUE
    OAK PARK,IL60304     		NONE PC UNRESTRICTED 20,000
    GENESYS WORKS
    180 N WABASH AVE SUITE 600
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 20,000
    GOLDEN APPLE FOUNDATION
    8 S MICHIGAN AVE SUITE 700
    CHICAGO,IL60603     		NONE PC GOLDEN APPLE SCHOLARS PROGRAM 20,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PC UNRESTRICTED ($25K) + CAPITAL CAMPAIGN ($25K) 50,000
    GREENLIGHT FUND
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PC CHICAGO PROGRAM 25,000
    HEALTHY SCHOOLS CAMPAIGN
    175 N FRANKLIN SUITE 300
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 10,000
    ILLINOIS NETWORK OF CHARTER SCHOOLS
    150 N MICHIGAN AVE STE 430
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 5,000
    IMENTOR CHICAGO
    332 S MICHIGAN 9TH FLOOR
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 100,000
    INFANT WELFARE SOCIETY OF EVANSTON
    2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    INGENUITY
    440 N WELLS ST SUITE 505
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 15,000
    INNOVATIONS FOR LEARNING
    13553 STATE ROAD 54 SUITE 50
    ODESSA,FL33556     		NONE PC CHICAGO PUBLIC SCHOOLS 25,000
    INTERNATIONAL NEIGHBORHOOD COLLABORATIVE
    7300 S COTTAGE GROVE AVE
    CHICAGO,IL60619     		NONE PC THE DOVETAIL PROJECT 15,000
    INTRINSIC SCHOOLS
    4540 W BELMONT AVE
    CHICAGO,IL60641     		NONE PC UNRESTRICTED 80,000
    JUMPSTART
    900 N FRANKLIN ST SUITE 505
    CHICAGO,IL60610     		NONE PC CHICAGO PROGRAM 15,000
    KIDS FIRST CHICAGO
    21 S CLARK STREET SUITE 4300
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 25,000
    KIPP CHICAGO SCHOOLS
    2007 S HALSTED ST
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 100,000
    LAWRENCE HALL YOUTH SERVICES
    4833 N FRANCISCO AVENUE
    CHICAGO,IL60625     		NONE PC UNRESTRICTED 12,000
    LEAP INNOVATIONS
    222 W MERCHANDISE MART PLAZA STE
    2300
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 100,000
    LEARN CHARTER SCHOOL NETWORK
    PO BOX 08328
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 50,000
    LEGAL PREP CHARTER ACADEMY
    4319 W WASHINGTON BLVD
    CHICAGO,IL60624     		NONE PC GRIFFITH TUTORING PROGRAM 10,000
    LIFT
    200 WEST MADISON ST SUITE 1700
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 25,000
    LINK UNLIMITED
    2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 10,000
    MCGAW YMCA
    1000 GROVE STREET
    EVANSTON,IL60201     		NONE PC POWER SCHOLARS ACADEMY 30,000
    METROPOLITAN FAMILY SERVICES
    ONE NORTH DEARBORN 10TH FL
    CHICAGO,IL60602     		NONE PC EVANSTON/SKOKIE VALLEY CENTER MENTAL HEALTH SERVICES 100,000
    METROSQUASH
    6100 S COTTAGE GROVE AVE
    CHICAGO,IL60637     		NONE PC UNRESTRICTED 10,000
    MONEYTHINK
    1730 DWIGHT WAY
    BERKELEY,CA94703     		NONE PC UNRESTRICTED 10,000
    NATIONAL COUNCIL ON TEACHER QUALITY
    1032 15TH STREET NW 242
    WASHINGTON,DC20005     		NONE PC ILLINOIS COMPONENT OF TEACHER PREP REVIEW 15,000
    NEW CLASSROOMS
    1250 BROADWAY
    NEW YORK,NY10001     		NONE PC TEACH TO ONE/CHICAGO PROGRAM 50,000
    NEW LEADERS
    17 N STATE STREET SUITE 1790
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 50,000
    NEW TEACHER CENTER
    1205 PACIFIC AVENUE SUITE 301
    SANTA CRUZ,CA95060     		NONE PC CHICAGO PROGRAM 25,000
    NOBLE NETWORK OF CHARTER SCHOOLS
    1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC NOBLE CHARTER SCHOOLS $100,000; SUMMER OF A LIFETIME: $5,000 105,000
    ONE MILLION DEGREES
    226 W JACKSON BLVD SUITE 528
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 50,000
    ONEGOAL
    215 W SUPERIOR ST SUITE 700
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 100,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    200 S MICHIGAN AVE - SUITE 1410
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    PEER HEALTH EXCHANGE
    100 WEBSTER STREET SUITE 300
    OAKLAND,CA94607     		NONE PC CHICAGO PROGRAM 35,000
    SAFER FOUNDATION
    571 W JACKSON BLVD
    CHICAGO,IL60661     		NONE PC CHICAGO PROGRAM 10,000
    SAGA EDUCATION
    10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SALVATION ARMY
    1403 SHERMAN AVENUE
    EVANSTON,IL60201     		NONE PC EVANSTON CORPS 15,000
    SKILLS FOR CHICAGOLAND'S FUTURE
    191 N WACKER DRIVE SUITE 1150
    CHICAGO,IL60606     		NONE PC BEYOND THE DIPLOMA PROGRAM 25,000
    SPARK
    67 E MADISON ST STE 2101
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 40,000
    START EARLY (FORMERLY OUNCE OF PREVENTION)
    33 W MONROE ST SUITE 1200
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 100,000
    SURGE INSTITUTE
    935 WEST CHESTNUT STREET SUITE 515
    CHICAGO,IL60642     		NONE PC CHICAGO PROGRAM 15,000
    TEACH FOR ALL
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PC UNRESTRICTED 100,000
    TEACH FOR AMERICA
    300 W ADAMS SUITE 1000
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    TEACH PLUS
    77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    TEACHERS SUPPORTING TEACHERS
    641 W LAKE ST 200
    CHICAGO,IL60661     		NONE PC UNRESTRICTED 30,000
    THE HARBOUR
    1440 RENAISSANCE DRIVE SUITE 240
    PARK RIDGE,IL60068     		NONE PC FOR SERVICES TO EVANSTON YOUTH 1,000
    THE MORAN CENTER FOR YOUTH ADVOCACY
    1900 A DEMPSTER ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 20,000
    TUTORING CHICAGO
    303 W MADISON SUITE 750
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 10,000
    UIC COLLEGE OF EDUCATION
    1040 W HARRISON STREET
    CHICAGO,IL60607     		NONE PC CENTER FOR URBAN EDUCATION LEADERSHIP 35,000
    UNIVERSITY OF CHICAGO EDUCATION LAB
    33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT 4TH FLOOR
    CHICAGO,IL60615     		NONE PC $15K TO TO & THROUGH INITIATIVE - MIDDLE GRADES NETWORK; $25K TO POVERTY LAB FOR UNDERSTANDING WHAT WORKS FOR WHOM IN COLLEGE SUCCESS; BUILDING LOW-COST EVALUATION TOOLS FOR COLLEGE SUCCESS PROGRAMS IN CHICAGO" 40,000
    UNIVERSITY OF CHICAGO
    969 EAST 60TH ST
    CHICAGO,IL60637     		NONE PC NETWORK FOR COLLEGE SUCCESS - FRESHMAN SUCCESS FOR EQUITY COLLABORATIVE 50,000
    VOCEL
    5317 W CHICAGO AVE
    CHICAGO,IL60651     		NONE PC UNRESTRICTED 50,000
    WORK ETHIC (WE) PROGRAM
    1904 GREEN BAY ROAD
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 5,000
    YEAR UP
    223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH & OPPORTUNITY UNITED
    1911 CHURCH ST
    EVANSTON,IL60201     		NONE PC SUMMER LEARNING PROGRAM 40,000
    YOUTH JOB CENTER
    1114 CHURCH STREET
    EVANSTON,IL60201     		NONE PC YJC@ HIGH SCHOOL PROGRAM $35,000; UNRESTRICTED $15,000 50,000
    YWCA
    1215 CHURCH STREET
    EVANSTON,IL60201     		NONE PC EVANSTON/NORTH SHORE OPERATION 10,000
    Total .................................bullet 3a 3,485,866
    bApproved for future payment
    ACADEMY FOR URBAN SCHOOL LEADERSHIP
    3400 N AUSTIN AVE
    CHICAGO,IL60634     		NONE PC GENERAL OPERATING EXPENSES - CHICAGO 100,000
    ADVANCE ILLINOIS
    303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    ALLIANCE CHICAGO
    225 W ILLINOIS STREET SUITE 500
    CHICAGO,IL60654     		NONE PC ILLINOIS CONTRACEPTIVE ACCESS NOW (ICAN) INITIATIVE 60,000
    AMERICA NEEDS YOU
    82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    BRAVEN
    100 N LASALLE STREET SUITE 310
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 150,000
    CODE ELEVATE
    1000 W ADAMS ST 718
    CHICAGO,IL60607     		NONE PC UNRESTRICTED 2,500
    COLLEGE POSSIBLE
    215 W SUPERIOR ST STE 300
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 50,000
    COMMUNITIES IN SCHOOLS
    815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 30,000
    EMBARC CHICAGO
    PO BOX 221450
    CHICAGO,IL60622     		NONE PC $30K TO WHOLE SCHOOL EXPERIENTIAL LEARNING AT CHICAGO TECH ACADEMY; $20K TO GENERAL OPERATING SUPPORT 150,000
    FRIENDS OF THE CHILDREN - CHICAGO
    736 S HARVEY AVENUE
    OAK PARK,IL60304     		NONE PC UNRESTRICTED 25,000
    GREENLIGHT FUND
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PC CHICAGO PROGRAM 100,000
    IMENTOR
    332 S MICHIGAN 9TH FLOOR
    CHICAGO,IL60604     		NONE PC CHICAGO PROGRAM 100,000
    INFANT WELFARE SOCIETY OF EVANSTON
    2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    INTERNATIONAL NEIGHBORHOOD COLLABORATIVE
    7300 S COTTAGE GROVE AVE
    CHICAGO,IL60619     		NONE PC THE DOVETAIL PROJECT 15,000
    JUMPSTART
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC CHICAGO PROGRAM 15,000
    LINK UNLIMITED
    2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 15,000
    NOBLE NETWORK
    1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC UNRESTRICTED 100,000
    SAGA EDUCATION
    10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SPARK CHICAGO
    67 E MADISON STREET SUITE 2101
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 40,000
    START EARLY (FORMERLY OUNCE OF PREVENTION)
    33 W MONROE ST SUITE 1200
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 400,000
    SURGE INSTITUTE
    935 WEST CHESTNUT STREET SUITE 515
    CHICAGO,IL60642     		NONE PC CHICAGO PROGRAM 20,000
    TEACH PLUS
    77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    UNIVERSITY OF CHICAGO EDUCATION LAB
    33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    VOCEL
    5317 W CHICAGO AVE
    CHICAGO,IL60651     		NONE PC UNRESTRICTED 50,000
    YEARUP
    223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH JOB CENTER
    1114 CHURCH ST
    EVANSTON,IL60201     		NONE PC YJC@ HIGH SCHOOL PROGRAM $35K; UNRESTRICTED $15K 50,000
    Total .................................bullet 3b 1,662,500
    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 25  
    4 Dividends and interest from securities....     14 992,708  
    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.....     01 3,382 68,882
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,054,515  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFROM PASS-THROUGH ACTIVITIES     		    01 -52,659  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,997,971 68,882
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,066,853
    (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.)
    07 THE AMOUNT REPORTED ON LINE 7 IS COMPRISED OF OTHER NON-INVESTMENT
    07 RELATED INCOME AND NON-DIVIDEND DISTRIBUTIONS.
    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
    A BETTER CHICAGO200 WEST MADISON STREET 3RD FLOOR
    CHICAGO,IL60606     		NONE PC $100K TO GENERAL OPERATIONS; $100K TO CATALYST FUND; $25K TO WORLD CENTRAL KITCHEN; $25K TO COVID EMERGENCY RELIEF 250,000
    AARP FOUNDATION601 E ST NW
    WASHINGTON,DC20049     		NONE PC AARP EXPERIENCE CORPS/CHICAGO 20,000
    ACADEMY FOR URBAN SCHOOL LEADERSHIP3400 N AUSTIN AVE
    CHICAGO,IL60634     		NONE PC UNRESTRICTED 100,000
    ADVANCE ILLINOIS303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    ALLIANCE CHICAGO225 W ILLINOIS STREET SUITE 500
    CHICAGO,IL60654     		NONE PC JUNO4ME 15,000
    AMERICA NEEDS YOU82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    ASPIRITECH1893 SHERIDAN RD SUITE 103
    HIGHLAND PARK,IL60035     		NONE PC UNRESTRICTED 5,000
    BETTER FUTURE FORWARD20711 HOLT AVE PO BOX 1063
    LAKEVILLE,MN55044     		NONE PC CHICAGO PROGRAM 50,000
    BOOKS & BREAKFAST419 GREENWOOD ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 20,000
    BOTTOM LINE65 E WACKER PLACE SUITE 800
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 100,000
    BRAVEN100 N LASALLE STREET SUITE 310
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 50,000
    BRIGHT PROMISES70 E LAKE ST STE 1120
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 1,000
    CENTER FOR INDEPENDENT FUTURES1015 DAVIS ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    CHICAGO COMMUNITY FOUNDATION225 N MICHIGAN AVE SUITE 2200
    CHICAGO,IL60601     		NONE PC $100K TO CHICAGO EDUCATION EQUITY COVID-19 RESPONSE FUND AND $10K TO CHICAGOLAND WORKFORCE FUNDER ALLIANCE; PROGRESSIVE POST-SECONDARY PATHWAYS FUND 110,000
    CHICAGO LIGHTS126 E CHESTNUT ST
    CHICAGO,IL60611     		NONE PC TUTORING PROGRAM 2,000
    CHICAGO PUBLIC EDUCATION FUND200 W ADAMS ST SUITE 2150
    CHICAGO,IL60606     		NONE PC FUND 5 - CHICAGO PRINCIPAL'S FELLOWSHIP PROGRAM 50,000
    CHICAGO SCHOLARS247 S STATE ST SUITE 700
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    CHILDCARE NETWORK OF EVANSTON1335 DODGE AVE
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    CITY YEAR36 S WABASH AVE SUITE 1300
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 50,000
    CIVIC CONSULTING ALLIANCE21 S CLARK ST SUITE 4301
    CHICAGO,IL60603     		NONE PC EDUCATION PROJECTS 10,000
    CIVIC LEADERSHIP FOUNDATIONPO BOX 456
    GLENCOE,IL60022     		NONE PC UNRESTRICTED 2,500
    CODE NATION85 BROAD ST C/O WEWORK 17TH FLOOR
    NEW YORK,NY10004     		NONE PC CHICAGO PROGRAM 20,000
    COLLEGE POSSIBLE215 W SUPERIOR ST STE 300
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 30,000
    COMMUNITIES IN SCHOOLS815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 25,000
    CONNECTIONS FOR THE HOMELESS2121 DEWEY AVENUE
    EVANSTON,IL60201     		NONE PC $25K UNRESTRICTED AND $10K FOR DAISY'S PLACE 35,000
    CRADLES TO CRAYONS4141 W GEORGE STREET
    CHICAGO,IL60641     		NONE PC CHICAGO PROGRAM 30,000
    CURT'S CAFE2922 CENTRAL STREET
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    DESIGNS FOR DIGNITY445 N WELLS ST SUITE 402
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 1,000
    EDUCATION PIONEERS177 HUNTINGTON AVE SUITE 1703-14991
    BOSTON,MA02115     		NONE PC CHICAGO PROGRAM 50,000
    EMBARC CHICAGOPO BOX 221450
    CHICAGO,IL60622     		NONE PC UNRESTRICTED 15,000
    ERIE FAMILY HEALTH FOUNDATION1701 W SUPERIOR ST 3RD FLOOR
    CHICAGO,IL60622     		NONE PC EVANSTON/SKOKIE FEDERALLY-QUALIFIED HEALTH CENTER 20,000
    ETHS FOUNDATION1600 DODGE AVENUE
    EVANSTON,IL60201     		NONE PC STUDENT & FAMILY RESPONSE FUND 10,000
    EVANSTON COMMUNITY FOUNDATION1560 SHERMAN AVE SUITE 535
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 25,000
    EVANSTON SCHOLARS1234 SHERMAN AVE SUITE 214
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 25,000
    FOREFRONT200 WEST MADISON STREET
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 6,366
    FOUNDATION 65PO BOX 750
    EVANSTON,IL60204     		NONE PC CRITICAL RESPONSE GRANTS 15,000
    FRIENDS OF THE CHILDREN - CHICAGO736 S HARVEY AVENUE
    OAK PARK,IL60304     		NONE PC UNRESTRICTED 20,000
    GENESYS WORKS180 N WABASH AVE SUITE 600
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 20,000
    GOLDEN APPLE FOUNDATION8 S MICHIGAN AVE SUITE 700
    CHICAGO,IL60603     		NONE PC GOLDEN APPLE SCHOLARS PROGRAM 20,000
    GREATER CHICAGO FOOD DEPOSITORY4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PC UNRESTRICTED ($25K) + CAPITAL CAMPAIGN ($25K) 50,000
    GREENLIGHT FUND50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PC CHICAGO PROGRAM 25,000
    HEALTHY SCHOOLS CAMPAIGN175 N FRANKLIN SUITE 300
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 10,000
    ILLINOIS NETWORK OF CHARTER SCHOOLS150 N MICHIGAN AVE STE 430
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 5,000
    IMENTOR CHICAGO332 S MICHIGAN 9TH FLOOR
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 100,000
    INFANT WELFARE SOCIETY OF EVANSTON2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    INGENUITY440 N WELLS ST SUITE 505
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 15,000
    INNOVATIONS FOR LEARNING13553 STATE ROAD 54 SUITE 50
    ODESSA,FL33556     		NONE PC CHICAGO PUBLIC SCHOOLS 25,000
    INTERNATIONAL NEIGHBORHOOD COLLABORATIVE7300 S COTTAGE GROVE AVE
    CHICAGO,IL60619     		NONE PC THE DOVETAIL PROJECT 15,000
    INTRINSIC SCHOOLS4540 W BELMONT AVE
    CHICAGO,IL60641     		NONE PC UNRESTRICTED 80,000
    JUMPSTART900 N FRANKLIN ST SUITE 505
    CHICAGO,IL60610     		NONE PC CHICAGO PROGRAM 15,000
    KIDS FIRST CHICAGO21 S CLARK STREET SUITE 4300
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 25,000
    KIPP CHICAGO SCHOOLS2007 S HALSTED ST
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 100,000
    LAWRENCE HALL YOUTH SERVICES4833 N FRANCISCO AVENUE
    CHICAGO,IL60625     		NONE PC UNRESTRICTED 12,000
    LEAP INNOVATIONS222 W MERCHANDISE MART PLAZA STE
    2300
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 100,000
    LEARN CHARTER SCHOOL NETWORKPO BOX 08328
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 50,000
    LEGAL PREP CHARTER ACADEMY4319 W WASHINGTON BLVD
    CHICAGO,IL60624     		NONE PC GRIFFITH TUTORING PROGRAM 10,000
    LIFT200 WEST MADISON ST SUITE 1700
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 25,000
    LINK UNLIMITED2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 10,000
    MCGAW YMCA1000 GROVE STREET
    EVANSTON,IL60201     		NONE PC POWER SCHOLARS ACADEMY 30,000
    METROPOLITAN FAMILY SERVICESONE NORTH DEARBORN 10TH FL
    CHICAGO,IL60602     		NONE PC EVANSTON/SKOKIE VALLEY CENTER MENTAL HEALTH SERVICES 100,000
    METROSQUASH6100 S COTTAGE GROVE AVE
    CHICAGO,IL60637     		NONE PC UNRESTRICTED 10,000
    MONEYTHINK1730 DWIGHT WAY
    BERKELEY,CA94703     		NONE PC UNRESTRICTED 10,000
    NATIONAL COUNCIL ON TEACHER QUALITY1032 15TH STREET NW 242
    WASHINGTON,DC20005     		NONE PC ILLINOIS COMPONENT OF TEACHER PREP REVIEW 15,000
    NEW CLASSROOMS1250 BROADWAY
    NEW YORK,NY10001     		NONE PC TEACH TO ONE/CHICAGO PROGRAM 50,000
    NEW LEADERS17 N STATE STREET SUITE 1790
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 50,000
    NEW TEACHER CENTER1205 PACIFIC AVENUE SUITE 301
    SANTA CRUZ,CA95060     		NONE PC CHICAGO PROGRAM 25,000
    NOBLE NETWORK OF CHARTER SCHOOLS1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC NOBLE CHARTER SCHOOLS $100,000; SUMMER OF A LIFETIME: $5,000 105,000
    ONE MILLION DEGREES226 W JACKSON BLVD SUITE 528
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 50,000
    ONEGOAL215 W SUPERIOR ST SUITE 700
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 100,000
    PARTNERSHIP FOR COLLEGE COMPLETION200 S MICHIGAN AVE - SUITE 1410
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    PEER HEALTH EXCHANGE100 WEBSTER STREET SUITE 300
    OAKLAND,CA94607     		NONE PC CHICAGO PROGRAM 35,000
    SAFER FOUNDATION571 W JACKSON BLVD
    CHICAGO,IL60661     		NONE PC CHICAGO PROGRAM 10,000
    SAGA EDUCATION10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SALVATION ARMY1403 SHERMAN AVENUE
    EVANSTON,IL60201     		NONE PC EVANSTON CORPS 15,000
    SKILLS FOR CHICAGOLAND'S FUTURE191 N WACKER DRIVE SUITE 1150
    CHICAGO,IL60606     		NONE PC BEYOND THE DIPLOMA PROGRAM 25,000
    SPARK67 E MADISON ST STE 2101
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 40,000
    START EARLY (FORMERLY OUNCE OF PREVENTION)33 W MONROE ST SUITE 1200
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 100,000
    SURGE INSTITUTE935 WEST CHESTNUT STREET SUITE 515
    CHICAGO,IL60642     		NONE PC CHICAGO PROGRAM 15,000
    TEACH FOR ALL25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PC UNRESTRICTED 100,000
    TEACH FOR AMERICA300 W ADAMS SUITE 1000
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    TEACH PLUS77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    TEACHERS SUPPORTING TEACHERS641 W LAKE ST 200
    CHICAGO,IL60661     		NONE PC UNRESTRICTED 30,000
    THE HARBOUR1440 RENAISSANCE DRIVE SUITE 240
    PARK RIDGE,IL60068     		NONE PC FOR SERVICES TO EVANSTON YOUTH 1,000
    THE MORAN CENTER FOR YOUTH ADVOCACY1900 A DEMPSTER ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 20,000
    TUTORING CHICAGO303 W MADISON SUITE 750
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 10,000
    UIC COLLEGE OF EDUCATION1040 W HARRISON STREET
    CHICAGO,IL60607     		NONE PC CENTER FOR URBAN EDUCATION LEADERSHIP 35,000
    UNIVERSITY OF CHICAGO EDUCATION LAB33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    UNIVERSITY OF CHICAGO5235 S HARPER COURT 4TH FLOOR
    CHICAGO,IL60615     		NONE PC $15K TO TO & THROUGH INITIATIVE - MIDDLE GRADES NETWORK; $25K TO POVERTY LAB FOR UNDERSTANDING WHAT WORKS FOR WHOM IN COLLEGE SUCCESS; BUILDING LOW-COST EVALUATION TOOLS FOR COLLEGE SUCCESS PROGRAMS IN CHICAGO" 40,000
    UNIVERSITY OF CHICAGO969 EAST 60TH ST
    CHICAGO,IL60637     		NONE PC NETWORK FOR COLLEGE SUCCESS - FRESHMAN SUCCESS FOR EQUITY COLLABORATIVE 50,000
    VOCEL5317 W CHICAGO AVE
    CHICAGO,IL60651     		NONE PC UNRESTRICTED 50,000
    WORK ETHIC (WE) PROGRAM1904 GREEN BAY ROAD
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 5,000
    YEAR UP223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH & OPPORTUNITY UNITED1911 CHURCH ST
    EVANSTON,IL60201     		NONE PC SUMMER LEARNING PROGRAM 40,000
    YOUTH JOB CENTER1114 CHURCH STREET
    EVANSTON,IL60201     		NONE PC YJC@ HIGH SCHOOL PROGRAM $35,000; UNRESTRICTED $15,000 50,000
    YWCA1215 CHURCH STREET
    EVANSTON,IL60201     		NONE PC EVANSTON/NORTH SHORE OPERATION 10,000
    Total ...............................bullet 3a 3,485,866
    bApproved for future payment
    ACADEMY FOR URBAN SCHOOL LEADERSHIP3400 N AUSTIN AVE
    CHICAGO,IL60634     		NONE PC GENERAL OPERATING EXPENSES - CHICAGO 100,000
    ADVANCE ILLINOIS303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    ALLIANCE CHICAGO225 W ILLINOIS STREET SUITE 500
    CHICAGO,IL60654     		NONE PC ILLINOIS CONTRACEPTIVE ACCESS NOW (ICAN) INITIATIVE 60,000
    AMERICA NEEDS YOU82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    BRAVEN100 N LASALLE STREET SUITE 310
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 150,000
    CODE ELEVATE1000 W ADAMS ST 718
    CHICAGO,IL60607     		NONE PC UNRESTRICTED 2,500
    COLLEGE POSSIBLE215 W SUPERIOR ST STE 300
    CHICAGO,IL60654     		NONE PC CHICAGO PROGRAM 50,000
    COMMUNITIES IN SCHOOLS815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 30,000
    EMBARC CHICAGOPO BOX 221450
    CHICAGO,IL60622     		NONE PC $30K TO WHOLE SCHOOL EXPERIENTIAL LEARNING AT CHICAGO TECH ACADEMY; $20K TO GENERAL OPERATING SUPPORT 150,000
    FRIENDS OF THE CHILDREN - CHICAGO736 S HARVEY AVENUE
    OAK PARK,IL60304     		NONE PC UNRESTRICTED 25,000
    GREENLIGHT FUND50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PC CHICAGO PROGRAM 100,000
    IMENTOR332 S MICHIGAN 9TH FLOOR
    CHICAGO,IL60604     		NONE PC CHICAGO PROGRAM 100,000
    INFANT WELFARE SOCIETY OF EVANSTON2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    INTERNATIONAL NEIGHBORHOOD COLLABORATIVE7300 S COTTAGE GROVE AVE
    CHICAGO,IL60619     		NONE PC THE DOVETAIL PROJECT 15,000
    JUMPSTART308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC CHICAGO PROGRAM 15,000
    LINK UNLIMITED2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 15,000
    NOBLE NETWORK1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC UNRESTRICTED 100,000
    SAGA EDUCATION10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SPARK CHICAGO67 E MADISON STREET SUITE 2101
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 40,000
    START EARLY (FORMERLY OUNCE OF PREVENTION)33 W MONROE ST SUITE 1200
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 400,000
    SURGE INSTITUTE935 WEST CHESTNUT STREET SUITE 515
    CHICAGO,IL60642     		NONE PC CHICAGO PROGRAM 20,000
    TEACH PLUS77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    UNIVERSITY OF CHICAGO EDUCATION LAB33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    VOCEL5317 W CHICAGO AVE
    CHICAGO,IL60651     		NONE PC UNRESTRICTED 50,000
    YEARUP223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH JOB CENTER1114 CHURCH ST
    EVANSTON,IL60201     		NONE PC YJC@ HIGH SCHOOL PROGRAM $35K; UNRESTRICTED $15K 50,000
    Total ................................bullet 3b 1,662,500
    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
    FINNEGAN FAMILY FOUNDATION
     
    Employer identification number

    36-4221334
    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
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number
    36-4221334
    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
    PAUL J FINNEGAN MARY FINNEGAN
    1133 MICHIGAN AVENUE
     
    EVANSTON, IL60202

    		$ 200,000


    (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
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number

    36-4221334
    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
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number

    36-4221334
    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:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL PROCESSING FEES 12,123 2,425 0 9,698

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VISA INC. 2.88%22 19,755 20,923
    US AIRWAYS GROUP 43,563 39,870
    U.S. BANCORP 39,098 38,968
    TRUIST FINL CORP 2.5%24 60,617 63,875
    STEEL DYNAMICS, I 2.8%24 79,965 85,800
    SIMON PPTY GRP L 2%24 49,976 51,754
    MORGAN STANLEY VAR 26 26,320 26,387
    ADOBE INC 1.9%&25 74,865 79,291
    PEPSICO INC 2.25%25 25,007 26,723
    EQUINIX, INC (R 1.25%25) 49,910 50,919
    APPLE INC 0.55%25 74,848 75,224
    AIR PRODUCTS AND 1.5%25 51,827 51,933
    BANK OF AMERICA C VAR 26 80,025 83,665
    JP MORGAN CHASE & VAR 26 41,718 41,924
    EXON MOBILE COR 2.275%26 53,804 53,835
    AIR PRODUCTS AND 1.85%27 36,915 37,058
    COSTCO WHOLESALE 1.375%27 41,029 41,196
    PNC FINANCIAL 24,585 26,167
    BANK OF NEW YORK MEL 3.45%23 20,021 21,579
    CROWN CASTLE INT 3.15%23 65,553 69,137
    CONSTELLATION BRA 3.2%23 38,977 42,235
    CHEVRON CORP 3.191%23 49,277 53,061
    MORGAN STANLEY 3.7%24 63,752 66,797
    CELANESE US HOLDINGS 3.5%24 44,978 48,666
    CATERPILLAR 3.45%23 25,008 26,814
    BANK OF NEW YORK 2.1%24 60,290 63,871
    AMERICAN TOWER C 2.95%25 30,661 32,490
    AMERICAN TOWER C 3%23 48,935 52,976
    DELTA AIR LINES 3.204%25 75,025 76,699
    AMERICAN EXPRESS 3.7%23 55,319 59,471
    AMERICAN EXPRESS 2.5%22 5,021 5,162
    EOG RESOURCES, I 3.15%25 41,759 43,751
    GEORGIA PWR CO 2.4%21 51,108 50,119
    JP MORGAN 2.7%23 43,334 47,255
    AMERICAN EXPRESS 3.4%23 15,011 15,936
    PFIZER INC.0.8%25 39,775 40,546

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES S&P SMALL CAP 1,474,196 2,276,087
    NESTLE SA SPONSORED ADRS REGISTERED 271,533 1,538,468
    PERNOD RICARD ORD SHS 319,775 975,451
    PHILIP MORRIS INTL INC COM 386,395 997,206
    UNILEVER NV NEW YORK SHS NEW 443,015 918,076
    SPDR S&P 500 ETF 916,020 2,871,025
    ISHARES CORE S&P SMALL CAP ETF 875,208 2,602,792
    DFA INT'L SMALL CAP VALUE PORTFOLIO 1,385,432 1,919,441
    HOTCHIKIS & WILEY VALUE 286,467 293,437
    OAKMARK INT'L FD INST 1,459,378 1,469,567
    APPLE INC. 177,488 867,262
    BERKSHIRE HATHAWAY B 198,921 409,251
    BROOKFIELD ASSET MGMT 528,871 1,078,880
    JP MORGAN CHASE & CO COM 546,008 750,348
    CABLE ONE INC. COM 129,474 131,435
    JLL INVESTMENT (JONES LANG) 1,533,190 1,452,871
    SUN COMMUNITIES 368,184 4,206,432
    MASTERCARD INC CL A COM 110,299 1,951,034
    MARTIN MARIETTA MATLS INC COM 82,402 539,543
    ISHARE MSCI ACWI 1,300,266 1,516,944
    HEINEKEN HLDG NC SHS 205,538 968,081
    MIDCAP SPDR TRUST SERIES I 469,105 1,478,118
    VANGUARD EMERGING MKTS STOCK 1,418,117 1,261,351
    PACKAGING CORP OF AMERICA 5,425 1,024,947
    VANGUARD MIDCAP INDEX FUND 1,535,705 4,179,931
    VANGUARD TOTAL INT'L STOCK IDX 1,076,782 1,384,608
    ISHARES CORE S&P 500 ETF 300,082 472,241
    T-MOBILE US INC 194,615 1,754,264
    MATTHEWS PACIFIC TIGER 300,000 416,965
    VANGUARD EMERGING MKTS ETF 124,357 179,644
    ANHEUSER BUSCH 497,863 575,056
    BERKSHIRE HATHAWAY INC DEL CL A 466,811 2,086,890
    BROWN FORMAN CORP CL A 16,684 386,820
    COMCAST 48,931 408,196
    ALPHABET INC 784,918 1,112,444
    CIE FINANCIERE RICHE MONT AG ZUG 180,331 850,994

    TY 2020 InvestmentsOtherSchedule2
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RIGHTS & WARRANTS - GARDNER RUSSO AT COST 0 4,950
    HPS MEZZANINE PRIVATE INVESTORS III AT COST 475,423 433,515
    CRP VIII (CARLYLE) PRIVATE AT COST 346,050 372,786
    HPS MEZZANINE PRIVATE INVESTORS II AT COST 333,254 367,936
    HPS CORE SENIOR LENDING AT COST 453,578 451,713
    GATEWAY FD-Y AT COST 700,000 812,354
    THIRTEEN PARTNERS AT COST 4,000,000 6,247,495
    STRATEGIC PARTNERS VIII AT COST 146,216 306,074
    SCULPTOR OVERSEAS FUND II AT COST 1,500,000 1,916,639
    LIZARD INTERNATIONAL FUND AT COST 4,136,691 4,723,155
    CREATION INVEST FUND IV AT COST 173,910 280,406
    CREATION INVEST FUND II AT COST 128,557 133,057
    CREATION INVEST FUND I AT COST 246,178 100,385
    ADAMS STREET GLOBAL AT COST 347,528 489,715
    AG REALTY VALUE FUND X AT COST 347,655 420,151
    AG DIRECT LENDING III AT COST 981,122 942,270
    HIGHBRIDGE STRATEGIC CREDIT FUND AT COST 363,188 394,462
    HPS CORE SENIOR LENDING II AT COST 24,997 25,221

    TY 2020 OtherAssetsSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HEALTH INSURANCE DEPOSIT 413 430 430


    TY 2020 OtherExpensesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 1,615 323 0 1,292
    ELECTRIC 633 127 0 506
    FILING FEES 25 0 0 25
    INSURANCE 2,203 441 0 1,762
    MISCELLANEOUS 40 8 0 32
    OFFICE SUPPLIES 544 109 0 435
    POSTAGE 96 19 0 77
    TELEPHONE 1,960 392 0 1,568


    TY 2020 OtherIncomeSchedule2
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MADOFF VICTIM'S FUND PAYOUT 175 0 0
    J.P. MORGAN #78263-00-3 3,382 3,382 0
    CHARLES SCHWAB #7506 - SETTLEMENT INCOME 507 0 0
    NONDIVIDEND DISTRIBUTIONS 68,201 0 0
    FROM PASS-THROUGH ACTIVITIES -52,659 -52,659 0


    TY 2020 OtherIncreasesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Amount
    OTHER BASIS ADJUSTMENT 4,427


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES & EXPENSES 294,766 294,761 0 0


    TY 2020 TaxesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 49,991 49,991 0 0
    FEDERAL PAYROLL 15,909 3,182 0 12,727
    EXCISE TAXES 60,000 0 0 0