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 07-01-2020 , and ending 06-30-2021
Name of foundation
WILLIAM G MCGOWAN CHARITABLE FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)30 S WACKER DRIVE NO 3825
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

52-1829785
B Telephone number (see instructions)

(312) 544-4412
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$227,404,515J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 29,988 29,988  
4 Dividends and interest from securities... 2,962,126 2,962,126  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,799,975
b Gross sales price for all assets on line 6a 39
7 Capital gain net income (from Part IV, line 2)... 10,799,975
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 45,621 45,621  
12 Total. Add lines 1 through 11........ 13,837,710 13,837,710  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 212,555 0   212,555
14 Other employee salaries and wages...... 366,494 0   366,494
15 Pension plans, employee benefits....... 65,328 0   65,328
16a Legal fees (attach schedule)......... Click to see attachment 1,145 0   1,145
b Accounting fees (attach schedule)....... Click to see attachment 29,120 0   29,120
c Other professional fees (attach schedule).... Click to see attachment 2,566,181 2,528,374   37,807
17 Interest............... 5,406 5,406   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 91,273 0   41,273
19 Depreciation (attach schedule) and depletion... 13,355 0  
20 Occupancy.............. 129,587 0   129,587
21 Travel, conferences, and meetings....... 13,211 0   13,211
22 Printing and publications.......... 493 0   493
23 Other expenses (attach schedule)....... Click to see attachment 570,584 0   570,584
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,064,732 2,533,780   1,467,597
25 Contributions, gifts, grants paid....... 6,834,452 6,834,452
26 Total expenses and disbursements. Add lines 24 and 25 10,899,184 2,533,780   8,302,049
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,938,526
b Net investment income (if negative, enter -0-) 11,303,930
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............. 210,047 562,227 562,227
2 Savings and temporary cash investments......... 865,468 1,195,741 1,195,741
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.......... 37,503 107,375 107,375
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).......... 153,062,627 Click to see attachment155,638,416 225,225,743
14 Land, buildings, and equipment: basis bullet617,112
Less: accumulated depreciation (attach schedule) bullet318,683 318,522 Click to see attachment298,429 298,429
15 Other assets (describe bullet) Click to see attachment15,000 Click to see attachment15,000 Click to see attachment15,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 154,509,167 157,817,188 227,404,515
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) Click to see attachment2,412,804 Click to see attachment2,782,299
23 Total liabilities (add lines 17 through 22)......... 2,412,804 2,782,299
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........ 126,298,054 126,298,054
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 25,798,309 28,736,835
29 Total net assets or fund balances (see instructions)..... 152,096,363 155,034,889
30 Total liabilities and net assets/fund balances (see instructions). 154,509,167 157,817,188
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
152,096,363
2
Enter amount from Part I, line 27a .....................
2
2,938,526
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
155,034,889
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
155,034,889
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 BAIRD      
b BLACKROCK      
c BRANDES      
d INVENIRE      
e THACKERAY V-RE      
WEDGE      
VARDE      
HARBOR      
VANGUARD      
AMG TIMES SQUARE      
METWEST      
LAZARD      
PIMCO LQ      
ABERDEEN III      
MARATHON ECO II      
MHR      
WM BLAIR      
JLL      
AEA VI      
ABERDEEN IV      
COLUB CP11      
WELLINGTON      
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       201,291
b       25,164
c       -1,448,722
d       672,573
e       77,681
      499,941
      267,569
      1,083,314
      5,822,128
      -195,499
      717,730
      178,498
      -4,754
      -8,551
      36,224
      41,771
      2,125,248
      430,414
      188,877
      -1,046
      98,980
      -8,895
39     39
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       201,291
b       25,164
c       -1,448,722
d       672,573
e       77,681
      499,941
      267,569
      1,083,314
      5,822,128
      -195,499
      717,730
      178,498
      -4,754
      -8,551
      36,224
      41,771
      2,125,248
      430,414
      188,877
      -1,046
      98,980
      -8,895
      39
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 10,799,975
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................................ 1 157,125
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........................... 3 157,125
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- ..... 5 157,125
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 135,210
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 135,210
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 21,915
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WILLIAMGMCGOWANFUND.ORG
    14
    The books are in care ofbulletDIANA SPENCER EXECUTIVE DIRECTOR Telephone no.bullet (312) 544-4412

    Located atbullet30 S WACKER DRIVE SUITE 3825CHICAGOIL 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
    WILLIAM P MCGOWAN CHAIRMAN OF THE BOARD
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    LEO MCGOWAN PRESIDENT
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    A JOSEPH ROSICA SECRETARY
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    BRIAN MCGOWAN TREASURER
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    GERTRUDE MCGOWAN DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    DANIEL ROSICA DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    MARK ROSICA DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    MARY MCGOWAN-SWARTZ DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    FATHER KEVIN FITZGERALD DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    DOUG BROWN DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    DANIEL MCGOWAN DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    MARIANNE ROSICA-BRAND DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    JOE LEBOEUF DIRECTOR
    10.00     		0 0 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    DIANA K SPENCER EXECUTIVE DIRECTOR
    40.00     		212,555 26,572 6,373
    30 S WACKER DRIVE SUITE 3825
    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
    LUIS VELEZ LEARNING & IMPACT DI
    40.00     		122,130 15,003 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    JANET CROMBIE FINANICAL REPORTING
    32.00     		112,824 17,024 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    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
    ELLWOOD ASSOCIATES INVESTMENT OVERSIGHT 151,120
    33 W MONROE ST SUITE 1000
    CHICAGO,IL60603
    ODA CREATIVE PARTNERS LTD MARKETING CONSULTANT 147,375
    1248 W DEVON AVE
    CHICAGO,IL60660
    CENTER FOR CREATIVE LEADERSHIP PROGRAM CONSULTANT 140,850
    1 LEADERSHIP PL
    GREENSBORO,NC27410
    SOCIAL STRATEGY ASSOCIATES LLC PROGRAM CONSULTANT 101,981
    3 COURT SQUARE WEST 5110
    LONG ISLAND CITY,NY11101
    TIME TRAVLR CREATIVE LLC VIDEOGRAPHER 82,535
    PO BOX 332 73 SWANEE LANE
    STAMFORD,NY12167
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    202,641,742
    b
    Average of monthly cash balances.......................
    1b
    847,489
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    203,489,231
    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
    203,489,231
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,052,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    200,436,893
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,021,845
    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
    10,021,845
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    157,125
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    157,125
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,864,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,864,720
    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
    9,864,720
    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
    8,302,049
    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
    8,302,049
    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
    8,302,049
    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 9,864,720
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 8,299,386
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,302,049
    a Applied to 2019, but not more than line 2a 8,299,386
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,663
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		9,862,057
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DIANA SPENCER
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    (312) 544-4412
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WEB-SITE FOR APPLICATION INFORMATION AND REQUIREMENTS.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 200
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 264
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 250
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 250
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206     		  PC BOARD & STAFF MATCHING GRANTS 2020 200
    FIDELITY CHARITABLE MANILLA FAMILY FUND ACCOUNT 1007739
    PO BOX 770001
    CINCINNATI,OH452770053     		  PC BOARD & STAFF MATCHING GRANTS 2020 25,000
    USO OF NORTH CAROLINA INC
    600 AIRPORT BLVD
    MORRISVILLE,NC27560     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,500
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC BOARD & STAFF MATCHING GRANTS 2020 1,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711     		  PC BOARD & STAFF MATCHING GRANTS 2020 1,020
    OSTERHOUT FREE LIBRARY
    71 SOUTH FRANKLIN STREET
    WILKESBARRE,PA18701     		  PC BOARD & STAFF MATCHING GRANTS 2020 1,000
    NATIVITYMIGUEL SCHOOL OF SCRANTON
    2300 ADAMS AVENUE
    SCRANTON,PA18509     		  PC BOARD & STAFF MATCHING GRANTS 2020 200
    CHILDREN'S SERVICE CENTER
    335 SOUTH FRANKLIN STREET
    WILKES BARRE,PA18702     		  PC BOARD & STAFF MATCHING GRANTS 2020 250
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 250
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE
    WILKES BARRE,PA18701     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,500
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 5,000
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    300 E SWISSVALLE AVE
    PITTSBURGH,PA15218     		  PC BOARD & STAFF MATCHING GRANTS 2020 250
    POCONO MOUNTAINS UNITED WAY
    301 MCCONNELL STREET
    STROUDSBURG,PA18360     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    NORTHEAST SIGHT SERVICES
    1825 WYOMING AVENUE
    EXETER,PA18643     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    AMERICAN CANCER SOCIETY
    PO BOX 42040
    OKLAHOMA CITY,OK73123     		  PC BOARD & STAFF MATCHING GRANTS 2020 106
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    WYOMING VALLEY CHILDREN'S ASSOCIATION
    1133 WYOMING AVENUE
    FORTY FORT,PA18704     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 500
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC BOARD & STAFF MATCHING GRANTS 2020 500
    BERWICK AREA UNITED WAY
    107 S MARKET STREET
    BERWICK,PA18603     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    GREATER SUSQUEHANNA VALLEY UNITED WAY
    228 ARCH ST
    SUNBURY,PA17801     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    UNITED WAY OF COLUMBIA AND MONTOUR COUNTY
    PO BOX 313
    BLOOMSBURG,PA178150313     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    ALLIED SERVICES FOUNDATION
    ALLIED SERVICES FOUNDATION
    CLARKS SUMMIT,PA184112258     		  PC BOARD & STAFF MATCHING GRANTS 2020 109
    UNITED WAY OF BRADFORD COUNTY
    24 MAIN STREET
    TOWANDA,PA18848     		  PC BOARD & STAFF MATCHING GRANTS 2020 150
    ALLIED SERVICES FOUNDATION
    ALLIED SERVICES FOUNDATION
    CLARKS SUMMIT,PA184112258     		  PC BOARD & STAFF MATCHING GRANTS 2020 109
    UNITED WAY OF GREATER HAZLETON INC
    134 SOUTH WYOMING STREET
    HAZLETON,PA18201     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    UNITED WAY OF LACKAWANNA AND WAYNE COUNTIES
    615 JEFFERSON AVE
    SCRANTON,PA18510     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    LYCOMING COUNTY UNITED WAY
    1 W 3RD STREET
    WILLIAMSPORT,PA17701     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    UNITED WAY OF WYOMING COUNTY INC
    23 S MAIN ST
    WARSAW,NY145691571     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    UNITED WAY OF SUSQUEHANNA COUNTY
    PO BOX 365
    NEW MILFORD,PA18834     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206     		  PC BOARD & STAFF MATCHING GRANTS 2020 300
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUE
    SCRANTON,PA18510     		  PC BOARD & STAFF MATCHING GRANTS 2020 125
    OSTERHOUT FREE LIBRARY
    71 SOUTH FRANKLIN STREET
    WILKESBARRE,PA18701     		  PC BOARD & STAFF MATCHING GRANTS 2020 125
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 5,000
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC BOARD & STAFF MATCHING GRANTS 2020 120
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC BOARD & STAFF MATCHING GRANTS 2020 1,000
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702     		  PC BOARD & STAFF MATCHING GRANTS 2020 500
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS RD
    WEST POINT,NY10996     		  PC BOARD & STAFF MATCHING GRANTS 2020 25,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711     		  PC BOARD & STAFF MATCHING GRANTS 2020 100
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    300 E SWISSVALLE AVE
    PITTSBURGH,PA15218     		  PC BOARD & STAFF MATCHING GRANTS 2020 105
    NORTHEASTERN PA COUNCIL BOY SCOUTS OF AMERICA
    72 MONTAGE MOUNTAIN ROAD
    MOOSIC,PA18507     		  PC BOARD & STAFF MATCHING GRANTS 2020 500
    ST NICHOLAS CHURCH
    226 S WASHINGTON ST
    WILKESBARRE,PA187012897     		  PC BOARD & STAFF MATCHING GRANTS 2020 3,800
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS RD
    WEST POINT,NY10996     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,000
    BLESSED TERESA OF CALCUTTA MISSION
    804 HIGH HOUSE RD
    CARY,NC275133507     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,000
    CHICAGO THEATRE GROUP INC GOODMAN THEATRE
    170 NORTH DEARBORN
    CHICAGO,IL60601     		  PC BOARD & STAFF MATCHING GRANTS 2020 8,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 W WASHINGTON
    CHICAGO,IL60606     		  PC BOARD & STAFF MATCHING GRANTS 2020 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		  PC BOARD & STAFF MATCHING GRANTS 2020 2,000
    UNIVERSITY OF DETROIT MERCY
    4001 W MCNICHOLS RD
    DETROIT,MI482213038     		  PC BOARD & STAFF MATCHING GRANTS 2020 1,000
    UNITED WAY OF METROPOLITAN CHICAGO
    333 S WABASH AVE
    CHICAGO,IL60604     		  PC BOARD & STAFF MATCHING GRANTS 2020 12,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    FRANCISCAN MOUNTAIN RETREAT INC
    PO BOX AR
    ST BONAVENTURE,NY14778     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,500
    CRISTO REY NETWORK
    11 EAST ADAMS STREET
    CHICAGO,IL60603     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 15,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUE
    SCRANTON,PA18510     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,000
    DUKE UNIVERSITY
    ALUMNI DEVELOPMENT RECORDS
    DURHAM,NC27708     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,500
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS RD
    WEST POINT,NY10996     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    LEADERSHIP TRIANGLE INC
    PO BOX 611
    DURHAM,NC27702     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    THE RICK HERREMA FOUNDATION INC
    PO BOX 87146
    FAYETTEVILLE,NC28304     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    FRIENDS OF THE POOR
    2300 ADAMS AVENUE
    SCRANTON,PA18509     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,000
    THE JAMIE KOTULA FOUNDATION
    211 ELMWOOD DRIVE
    ELMHURST,PA18444     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,000
    GREAT VALLEY TECHNOLOGY ALLIANCE DBA TECBRIDGE
    201 LACKAWANNA AVENUE
    SCRANTON,PA18503     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,000
    CALVARY LUTHERAN SCHOOL
    12411 WORNALL ROAD
    KANSAS CITY,MO64145     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    METHODIST RICHARDSON MEDICAL CENTER FOUNDATION
    2831 E PRESIDENT GEORGE BUSH
    HIGHWAY
    RICHARDSON,TX75082     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    GOOD SHEPHERD ACADEMY
    316 NORTH MAPLE AVENUE
    KINGSTON,PA18704     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    KANSAS CITY CHAPTER OF UNICO NATIONAL
    3008 NE 102ND TERR
    KANSAS CITY,MO64155     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    JOHN V MESH MEMORIAL SCHOLARSHIP
    PO BOX 7332
    KANSAS CITY,MO64116     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    HEAD FOR THE CURE
    1607 OAK STREET
    KANSAS CITY,MO64108     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    UNIVERSITY OF ROCHESTER MEDICAL CENTER
    DEPT OF NEUROLOGY
    ROCHESTER,NY14642     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    PENN YAN UNITED METHODIST CHURCH
    166 MAIN ST
    PENN YAN,NY14527     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    CRISTO REY NETWORK
    11 EAST ADAMS STREET
    CHICAGO,IL60603     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 25,000
    VIGILANT TORCH FOUNDATION
    1123 PRISCILLA LANE
    ALEXANDRIA,VA22308     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 3,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD
    KANSAS CITY,MO64105     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD
    KANSAS CITY,MO64105     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    UPLIFT ORGANIZATION
    1516 PROSPECT AVENUE
    KANSAS CITY,MO641270175     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    BIG BROTHERS BIG SISTERS OF CENTRAL OHIO INC
    1855 E DUBLIN-GRANVILLE RD
    COLUMBUS,OH43229     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    JOY MEADOWS INC
    PO BOX 182
    BASEHOR,KS660070182     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    THE ARTIST OUTREACH
    10000 NORTH EXPRESSWAY SUITE 400
    DALLAS,TX75231     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    1C22 MINISTRIES
    PO BOX 14742
    LENEXA,KS66285     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD
    KANSAS CITY,MO64105     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    FINGER LAKES COMMUNITY COLLEGE FOUNDATION INC
    3325 MARVIN SANDS DRIVE
    CANANDAIGUA,NY14424     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    THE MISSION PROJECT INC
    5960 DEARBORN ST SUITE 201
    MISSION,KS66202     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    THE MISSION PROJECT INC
    5960 DEARBORN ST SUITE 201
    MISSION,KS66202     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    FRIENDS OF THE POOR
    2300 ADAMS AVENUE
    SCRANTON,PA18509     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    ST BONAVENTURE UNIVERSITY
    3261 WEST STATE STREET
    ST BONAVENTURE,NY14778     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 6,500
    PATRICK PLACE-A COMFORT CARE HOME
    2006 SCOTTSVILE-CHILI RD
    SCOTTSVILLE,NY14546     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 8,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE
    WILKES BARRE,PA18701     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    ROCHESTER INSTITUTE OF TECHNOLOGY
    63 LOMB MEMORIAL DRIVE
    ROCHESTER,NY14623     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    ST LEO'S CHURCH
    33 MANHATTAN STREET
    ASHLEY,PA18706     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    PO BOX 1127
    WILKESBARRE,PA187031127     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    300 E SWISSVALLE AVE
    PITTSBURGH,PA15218     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    CATHOLIC NEWMAN COMMUNITY AT THE UNIVERSITY OF ROCHESTER
    INTERFAITH CHAPEL
    ROCHESTER,NY14627     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    NEWMAN CATHOLIC COMMUNITY AT RIT
    40 LOMB MEMORIAL DRIVE
    ROCHESTER,NY146235603     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    VAIL VETERANS PROGRAM
    PO BOX 6473
    VAIL,CO81658     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    CHILDREN'S MIRACLE NETWORKCHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVENUE BOX 045
    AURORA,CO80045     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    SOS OUTREACH
    450 MILLER RANCH ROAD EDWARDS CO
    81632
    AVON,CO81620     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    FRANCISCAN MOUNTAIN RETREAT INC
    PO BOX AR
    ST BONAVENTURE,NY14778     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,000
    DUKE UNIVERSITY
    ALUMNI DEVELOPMENT RECORDS
    DURHAM,NC27708     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    LEADERSHIP TRIANGLE INC
    PO BOX 611
    DURHAM,NC27702     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    THE RICK HERREMA FOUNDATION INC
    PO BOX 87146
    FAYETTEVILLE,NC28304     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    VETERANS BRIDGE HOME
    2200 E 7TH ST
    CHARLOTTE,NC28204     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,500
    USO OF NORTH CAROLINA INC
    600 AIRPORT BLVD
    MORRISVILLE,NC27560     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    KEUKA HOUSING COUNCIL
    160 MAIN ST
    PENN YAN,NY14527     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    ONE RESEARCH FOUNDATION
    5331 S MACADAM AVE
    PORTLAND,OR97239     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
    698 MILLS RD
    WEST POINT,NY10996     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 1,000
    FAIRBANKS ROAD ELEMENTARY SCHOOL PARENTS ASSOCIATION INC
    28 SOUTHWIND WAY
    ROCHESTER,NY14624     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    THE NEW YORK STATE WINE AND CULINARY CENTER INC
    800 S MAIN ST
    CANANDAIGUA,NY14424     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 10,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 W WASHINGTON
    CHICAGO,IL60606     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    CHICAGO THEATRE GROUP INC GOODMAN THEATRE
    170 NORTH DEARBORN
    CHICAGO,IL60601     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 5,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 3,500
    INNER-CITY COMPUTER STARS FOUNDATION (DBA ICSTARS)
    415 N DEARBORN STE 300
    CHICAGO,IL606544626     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    UNIVERSITY OF DETROIT MERCY
    4001 W MCNICHOLS RD
    DETROIT,MI482213038     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 3,000
    FOCUS HOPE
    1400 OAKMAN BLVD
    DETROIT,MI48238     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 4,000
    ALBION COLLEGE
    611 E PORTER STREET
    ALBION,MI49224     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 3,000
    JEWISH FAMILY SERVICE OF NORTHEASTERN PENNSYLVANIA
    615 JEFFERSON AVENUE
    SCRANTON,PA18510     		  PC MCGOWAN SMALL FAMILY FUND PROGRAM 2020 2,500
    NATIVITYMIGUEL SCHOOL OF SCRANTON
    2300 ADAMS AVENUE
    SCRANTON,PA18509     		  PC NATIVITYMIGUEL ACADEMIC SCHOLARSHIP 80,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE
    WILKES BARRE,PA18701     		  PC READING BUDDIES 50,000
    IMMANUEL CHRISTIAN SCHOOL
    40 W HEMLOCK ST
    HAZLETON,PA18201     		  PC DUNAMIS LITERACY AND ACADEMIC COACHING PROGRAM 50,000
    MERCY & TRUTH MEDICAL MISSIONS INC
    721 N 31ST STREET
    KANSAS CITY,KS66102     		  PC CHALLENGE GRANT INCREASED HEALTHCARE ACCESS IN KANSAS 25,000
    ROCHESTER INSTITUTE OF TECHNOLOGY
    63 LOMB MEMORIAL DRIVE
    ROCHESTER,NY14623     		  PC TELEMENTAL HEALTH CARE AND DIGITAL TOOLS TO LINK HOMELESS CLIENTS TO LONGER TERM CARE AND HOUSING 50,000
    IGNITE (FORMERLY TEEN LIVING PROGRAMS)
    180 N MICHIGAN SUITE 1900
    CHICAGO,IL60601     		  PC FELLOWS PROJECT IGNITE GENERAL OPERATIONS 10,000
    OUTREACH (FORMERLY EOTC EMPLOYMENT OPPORTUNITY TRAINING CENTER)
    431 N 7TH AVE
    SCRANTON,PA18503     		  PC CARRY OVER TO NOVEMBER, 2020 ALLEVIATING HOMELESSNESS, ONE JOB AT A TIME 25,000
    CAROLE ROBERTSON CENTER FOR LEARNING
    1111 S WESTERN AVE STE B
    CHICAGO,IL60612     		  PC SUPPORTING CHILDREN FROM BIRTH TO AGE 12 THROUGH SEAMLESS PROGRAMMATIC INTEGRATION 40,000
    BIG BROTHERS BIG SISTERS OF GREATER ROCHESTER
    37 SOUTH WASHINGTON STREET
    ROCHESTER,NY14608     		  PC MENTORING YOUTH FOR EDUCATIONAL SUCCESS, GRADUATION, AND CAREERS 30,000
    YOUNG MEN'S EDUCATIONAL NETWORK
    1241 S PULASKI RD
    CHICAGO,IL60623     		  PC YMEN 2020-2021 GENERAL OPERATING SUPPORT AND EMERGENCY RELIEF DURING COVID-19 PANDEMIC 65,000
    NORTH LAWNDALE COLLEGE PREP
    1615 S CHRISTIANA AVENUE
    CHICAGO,IL60623     		  PC CARRY OVER TO NOVEMBER, 2020 HAROLD MORRISON SCIENCE INITIATIVE FOR STEM AT NLCP 25,000
    BY THE HAND CLUB FOR KIDS
    PO BOX 10043
    CHICAGO,IL60610     		  PC CARRY OVER TO APRIL, 2021 BY THE HANDMOVING EVEREST MIDDLE SCHOOL CLUB 50,000
    FIDELITY CHARITABLE MANILLA FAMILY FUND ACCOUNT 1007739
    PO BOX 770001
    CINCINNATI,OH452770053     		  PC HONORARIUM FOR BOARD SERVICE 50,000
    CHICAGO EDUCATION PARTNERSHIP
    PO BOX 924
    WHEATON,IL60187     		  PC CARRY OVER TO APRIL, 2021 MIDDLE SCHOOL STEM LAB 50,000
    ROCKHURST HIGH SCHOOL
    9301 STATE LINE ROAD
    KANSAS CITY,MO641143299     		  PC CHALLENGE GRANT: HURTADO SCHOLARS - 1:1 CHALLENGE GRANT 100,000
    WILKES-BARRE FAMILY YMCA
    40 W NORTHAMPTON ST
    WILKESBARRE,PA18701     		  PC FULL DAY SCHOOL AGE SUPERVISION AND ENRICHMENT PROGRAM 50,000
    THE CHILDREN'S AGENDA INC
    1 SOUTH WASHINGTON ST SUITE 120
    ROCHESTER,NY14618     		  PC BANNING KINDERGARTEN 3RD GRADE SUSPENSIONS & IMPROVING EDUCATION ACHIEVEMENTS IN THE RCSD 50,000
    MCGLYNN CENTER
    PO BOX 842
    WILKESBARRE,PA18702     		  PC FOR APRIL, 2021 MCGLYNN LEARNING CENTER 50,000
    LITERACY KANSAS CITY
    3036 TROOST AVE
    KANSAS CITY,MO64109     		  PC ENGLISH AS A SECOND LANGUAGE (ESL) AND HIGH SCHOOL EQUIVALENCY TEST (HISET) PREP 100,000
    CRISTO REY KANSAS CITY
    211 W LINWOOD BLVD
    KANSAS CITY,MO64111     		  PC CRISTO REY KANSAS CITY - THE SCHOOL THAT WORKS 50,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		  PC THE HELPING HAND TUITION FUND GRANT 100,000
    OPERATION BREAKTHROUGH INC
    3039 TROOST AVE
    KANSAS CITY,MO64109     		  PC "MATH TALKS" FOR EARLY CHILDHOOD EDUCATION 65,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD
    KANSAS CITY,MO64105     		  PC GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND (HDF): FAMILY COLLEGE PREP PROGRAM 60,000
    DARTMOUTH COLLEGE TUCK SCHOOL OF BUSINESS
    100 TUCK HALL
    HANOVER,NH03755     		  PC 2021 MCGOWAN FELLOW JANE FISHER 77,520
    NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT
    DONALD P JACOBS CENTER
    EVANSTON,IL60208     		  PC 2021 MCGOWAN FELLOW SANAT DAGA 73,404
    UNIVERSITY OF MICHIGAN ROSS SCHOOL OF BUSINESS
    701 TAPPAN STREET ER 4611
    ANN ARBOR,MI481091234     		  PC 2021 MCGOWAN FELLOW ALEX LOWY 71,476
    COLUMBIA UNIVERSITY COLUMBIA BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK CITY,NY10023     		  PC 2021 MCGOWAN FELLOW MEHUL CHOUDHARY 77,376
    CARNEGIE MELLON UNIVERSITY TEPPER SCHOOL OF BUSINESS
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		  PC 2021 MCGOWAN FELLOW MATHEW GRIFFIN 68,000
    UNIVERSITY OF PENNSYLVANIA WHARTON SCHOOL OF BUSINESS
    3733 SPRUCE STREET 344 VANCE HALL
    PHILADELPHIA,PA191046360     		  PC 2021 MCGOWAN FELLOW BRITTNEY CUMMINS 74,500
    UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS
    PO BOX 6550
    CHARLOTTESVLE,VA229066550     		  PC 2021 MCGOWAN FELLOW ALEXANDER GOOT 72,600
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY SLOAN SCHOOL OF MANAGEMENT
    30 MEMORIAL DRIVE E60-300
    CAMBRIDGE,MA02142     		  PC 2021 MCGOWAN FELLOW POOJA AYSOLA 79,368
    GEORGETOWN UNIVERSITY MCDONOUGH SCHOOL OF BUSINESS
    OFFICE OF ADVANCEMENT
    WASHINGTON,DC20007     		  PC 2021 MCGOWAN FELLOW ADAM DAVIS 57,850
    DUKE UNIVERSITY FUQUA SCHOOL OF BUSINESS
    1 TOWERVIEW DRIVE
    DURHAM,NC27708     		  PC 2021 MCGOWAN FELLOW KARTHIK ILAKKUVAN 70,000
    RUSH UNIVERSITY MEDICAL CENTER
    1725 W HARRISON STREET
    CHICAGO,IL60612     		  PC A NATIONAL TRIAL OF THE ELM LIFESTYLE PROGRAM AND REMISSION OF THE METABOLIC SYNDROME - YEAR 3 1,500,000
    LITTLE SISTERS OF THE POOR
    JEANNE JUGAN CENTER
    KANSAS CITY,MO641384490     		  PC COVID-19 EMERGENCY FUNDING FOR MEDICAL CARE FOR THE ELDERLY POOR 25,000
    ST JOSEPH'S NEIGHBORHOOD CENTER INC
    417 SOUTH AVE
    ROCHESTER,NY14620     		  PC AMERICORPS INTERN PROGRAM 2020-2021 30,000
    VIBRANT HEALTH (TURNER HOUSE CLINIC INC)
    21 N 12TH ST SUITE 300
    KANSAS CITY,KS66102     		  PC CHALLENGE GRANT INCREASED ACCESS TO PRIMARY CARE AND BETTER HEALTH OUTCOMES 100,000
    LAWNDALE CHRISTIAN HEALTH CENTER
    3860 W OGDEN AVE
    CHICAGO,IL60623     		  PC LCHC MOBILE HEALTH TEAM FREE CARE 30,000
    CONNECTIONS TO SUCCESS
    300 W LINWOOD BLVD
    KANSAS CITY,MO64111     		  PC CHALLENGE GRANT STABILIZING THE LIVES OF THE HOMELESS THROUGH PATHWAYS TO SUCCESS 30,000
    WILLOW DOMESTIC VIOLENCE CENTER FORMERLY ALTERNATIVES FOR BATTERED WOMEN
    PO BOX 39601
    ROCHESTER,NY14604     		  PC SAFE AT HOME: ACHIEVING HOUSING STABILITY FOR SURVIVORS OF ABUSE 40,000
    BEYONDHOME (FORMERLY KNOWN AS COLORADO HOMELESS FAMILIES)
    7447 W 61ST AVENUE
    ARVADA,CO80003     		  PC CHALLENGE GRANT BEYONDHOME SELF SUFFICIENCY AND WWAC SCHOLAR PROGRAM 50,000
    CENTER FOR YOUTH SERVICES
    905 MONROE AVENUE
    ROCHESTER,NY14620     		  PC THE ARNETT HOUSE - AN LGBTQ AND TRAFFICKED HOMELESS YOUTH RESIDENCE 75,000
    DIMITRI-HOUSE INC
    102 NORTH UNION ST
    ROCHESTER,NY14607     		  PC DIMITRI SPECTRUM OF CARE 50,000
    INNER-CITY COMPUTER STARS FOUNDATION (DBA ICSTARS)
    415 N DEARBORN STE 300
    CHICAGO,IL606544626     		  PC MARKET-FACING TECHNOLOGY AND WORKFORCE SKILLS TRAINING FOR UNDERSERVED YOUNG ADULTS IN CHICAGO 65,000
    WARREN VILLAGE INC
    1323 GILPIN ST
    DENVER,CO80218     		  PC WARREN VILLAGE SELF-SUFFICIENCY PROGRAM FOR LOW-INCOME, SINGLE-PARENT LED FAMILIES 100,000
    COMMUNITY LINC
    4012-14 TROOST
    KANSAS CITY,MO64110     		  PC CHALLENGE GRANT INTERIM HOUSING, IMMEDIATE HOUSING, AND HOME FOR GOOD PROGRAM 100,000
    UNITED NEIGHBORHOOD CENTERS OF NORTHEASTERN PENNSYLVANIA
    425 ALDER STREET
    SCRANTON,PA18505     		  PC EMERGENCY ASSISTANCE PROGRAM 25,000
    CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER INC
    6240 SMITH ROAD
    DENVER,CO80216     		  PC MARISOL HOME 25,000
    BISHOP SULLIVAN CENTER
    6435 TRUMAN RD
    KANSAS CITY,MO64126     		  PC ONE CITY CAFE: COVID CHALLENGES 25,000
    BRIGHT FUTURE FOUNDATION
    PO BOX 2558
    AVON,CO81620     		  PC BRIGHT FUTURE FOUNDATIONS ENSURING FREEDOM PROGRAM 45,000
    LIVEWELL COLORADO
    1490 LAFAYETTE STREET
    DENVER,CO802182394     		  PC INCREASING ACCESS TO HEALTHY FOOD COLORADO 25,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON
    CHICAGO,IL60661     		  PC ALL CHICAGO MAKING HOMELESSNESS HISTORY IN AUSTIN AND NORTH LAWNDALE 50,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		  PC EMERGENCY SHELTER AND NUTRITION FOR DOMESTIC VIOLENCE VICTIMS 25,000
    SAINT JOSEPH'S CENTER
    2010 ADAMS AVENUE
    SCRANTON,PA18509     		  PC WALSH MANOR AND MOTHER INFANT MATERNITY PROGRAMS 25,000
    JEWISH FAMILY SERVICES
    5801 W 115TH STREET SUITE 103
    OVERLAND PARK,KS66211     		  PC KESHER KC 40,000
    CHICAGO JOBS COUNCIL
    29 E MADISON
    CHICAGO,IL60602     		  PC IMPROVING EMPLOYMENT OPPORTUNITIES FOR PEOPLE EXPERIENCING HOUSING INSTABILITY 25,000
    HANDS OF THE CARPENTER
    16097 S GOLDEN ROAD
    GOLDEN,CO80401     		  PC GOOD NEIGHBOR GARAGE (GNG) PROGRAM 30,000
    FAMILY TREE INC
    3805 MARSHALL ST
    WHEAT RIDGE,CO800335069     		  PC FAMILY TREE HOUSING AND FAMILY STABILIZATION SERVICES 20,000
    THE DELORES PROJECT
    PO BOX 1406
    DENVER,CO80201     		  PC SHELTER AND REHOUSING SERVICES (FORMERLY STEPS TO STABILITY) 40,000
    CROSSPURPOSE
    3705 MARTIN LUTHER KING JR BLVD
    DENVER,CO80205     		  PC HOMELESS MITIGATION FOR CROSSPURPOSE LEADERS AND ALUMNI 58,875
    SPIRITUS CHRISTI PRISON OUTREACH
    934 CULVER ROAD
    ROCHESTER,NY14609     		  PC NEW BEGINNINGS ROCCITY HOUSING EXPANSION PROJECT 80,000
    CARA COLLECTIVE
    237 S DESPLAINES
    CHICAGO,IL60661     		  PC SUPPORT IN THE TIME OF COVID 75,000
    VOLUNTEERS OF AMERICA COLORADO BRANCH
    2660 LARIMER STREET
    DENVER,CO80205     		  PC PERMANENT SUPPORTIVE HOUSING FOR YOUTH 50,000
    HOPE HOUSE INC
    PO BOX 577
    LEES SUMMIT,MO64063     		  PC HOPE HOUSES HOTEL PLACEMENT PROGRAM AND CLIENT ASSISTANCE FUND 50,000
    WORK OPTIONS FOR WOMEN
    1200 FEDERAL BOULEVARD
    DENVER,CO80204     		  PC CULINARY JOB SKILLS TRAINING PROGRAM 50,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651     		  PC GENERAL OPERATIONS OF THE ORGANIZATION 75,000
    JEFFCO ACTION CENTER INC DBA THE ACTION CENTER
    8755 W 14TH AVENUE
    LAKEWOOD,CO80215     		  PC ASSISTING INDIVIDUALS AND FAMILIES IN ECONOMIC RECOVERY IN 2021 45,000
    MERCY HOUSING LAKEFRONT
    120 S LASALLE ST
    CHICAGO,IL60603     		  PC LOFTS ON ARTHINGTON RESIDENT SERVICES 50,000
    WOMEN'S RESOURCE CENTER
    PO BOX 975
    SCRANTON,PA18501     		  PC WRC ECONOMIC ADVOCACY & SAFE HOUSING 40,000
    TURN THE PAGE KC
    4049 PENNSYLVANIA AVE
    KANSAS CITY,MO64119     		  PC COVID-19 EMERGENCY FUNDING: KC COLLABORATIVE FOR OUT OF SCHOOL PROGRAMS THROUGH MAY 50,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUE
    SCRANTON,PA18510     		  PC SPONSORSHIP NEPA LEARNING CONFERENCE 5,000
    FIRE FOUNDATION AKA FOUNDATION FOR INCLUSIVE RELIGIOUS EDUCATION
    20 W 9TH STREET
    KANSAS CITY,MO64105     		  PC SPONSORSHIP NOVEMBER, 2020 FIRE BALL 5,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205     		  PC SPONSORSHIP ANNUAL AUCTION APRIL 24 NOVEMBER, 2020 5,000
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66227     		  PC SPONSORSHIP AUCTION NOVEMBER, 2020 5,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711     		  PC SPONSORSHIP GERT MCGOWAN REV. JAMES LACKENMEIER AWARD NOVEMBER, 2020 10,000
    VOLUNTEERS IN MEDICINE
    190 NORTH PENNSYLVANIA AVENUE
    WILKESBARRE,PA18702     		  PC SPONSORSHIP NOVEMBER, 2020 5,000
    GEISINGER HEALTH FOUNDATION
    100 N ACADEMY AVE
    DANVILLE,PA17822     		  PC SPONSORSHIP GEISINGER VIRTUAL TALENT SHOW NOVEMBER, 2020 5,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		  PC SPONSORSHIP SNOW BALL 2021 APRIL, 2021 5,000
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702     		  PC SPONSORSHIP NEPA GIVES APRIL, 2021 7,500
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUE
    SCRANTON,PA18510     		  PC SPONSORSHIP NEPA GIVES APRIL, 2021 7,500
    CAROLE ROBERTSON CENTER FOR LEARNING
    1111 S WESTERN AVE STE B
    CHICAGO,IL60612     		  PC SPONSORSHIP ANNUAL LEARNING CELEBRATION APRIL, 2021 5,000
    WILKES UNIVERSITY
    84 W SOUTH STREET
    WILKESBARRE,PA18766     		  PC SPONSORSHIP THE INSTITUTE GRANTMAKERS PROGRAM APRIL, 2021 7,500
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206     		  PC SPONSORSHIP ANNUAL GOLF EVENT SUPPORTING THE ANGELS FUND 5,000
    VOLUNTEERS IN MEDICINE
    190 NORTH PENNSYLVANIA AVENUE
    WILKESBARRE,PA18702     		  PC SPONSORSHIP OPEN THE DOOR TO HEALTHCARE 7,500
    THE PHILANTHROPY ROUNDTABLE
    1120 20TH STREET SUITE 550 SOUTH
    WASHINGTON,DC20036     		  PC FIELDWORK PHILANTHROPIC FREEDOM 10,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVE
    SCRANTON,PA18510     		  PC DAF - NEPA WORKFORCE DEVELOPMENT 1,100,000
    Total .................................bullet 3a 6,834,452
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 29,988  
    4 Dividends and interest from securities....     14 2,962,126  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 45,621  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 10,799,975  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 13,837,710 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,837,710
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 29,120 0   29,120

    TY 2020 AppliedToPriorYearElection
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Election:
    WILLIAM G MCGOWAN CHARITABLE FUNDELECTION UNDER REG SEC. 53.4942(A)-3(D)(2) TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOMETHE FUND HEREBY ELECTS TO APPLY PART OF THE REMAINING QUALIFYING DISTRIBUTIONS FROM 2019, AFTER SATISFYING THE 2018 REQUIRED DISTRIBUTION BY REDUCING SUCH AMOUNT TO ZERO, TO UNDISTRIBUTED INCOME FROM 2017 IN THE AMOUNT OF $99,551. ANY REMAINING QUALIFYING DISTRIBUTIONS WILL BE USED TO OFFSET THE 2019 REQUIRED DISTRIBUTIONS.

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    US BANK- FIXED INCOME AT COST 39,882,082 40,984,026
    US BANK - US EQUITIES AT COST 35,800,543 66,972,043
    BRANDES AT COST 9,997,944 15,092,781
    WELLINGTON DIVERSIFIED HEDGES AT COST 9,167,915 9,215,898
    ABERDEEN III AT COST 1,342,081 1,561,313
    MARATHON AT COST 9,955 342,017
    MHR AT COST 1,153,746 1,833,334
    JLL AT COST 1,410,240 2,484,848
    AEA INVESTORS AT COST 1,155,851 2,110,164
    ALLBLUE LIMITED AT COST 1 16,949
    ANCHORAGE CAPITAL PARTNERS AT COST 2,497,380 3,847,469
    DAVIDSON KEMPNER INTERNATIONAL AT COST 2,737,210 4,169,190
    HBK MULTI-STRATEGY OFFSHORE AT COST 2,559,889 3,948,541
    MW EUREKA AT COST 1,945,408 3,435,699
    ELOT AT COST 163,663 0
    OZ OVERSEAS AT COST 97,346 104,310
    SEG PARTNERS OFFSHORE AT COST 1,484,727 4,622,134
    VERITAS AT COST 2,257,907 8,195,801
    ABERDEEN IV AT COST 1,518,058 1,630,879
    GOLUB AT COST 1,717,852 1,810,148
    WEDGE SMALL CAP VALUE AT COST 8,400,403 10,713,518
    WARWICK PARTNERS IV AT COST 21,460 143,073
    THACKERAY REALTY V AT COST 1,401,596 1,564,927
    AEA VII AT COST 610,685 694,473
    VERITAS VII AT COST 1,129,601 1,579,952
    INVENIRE PARTNERS LP AT COST 2,474,731 2,743,425
    HARBOR INTL GROWTH FUND AT COST 9,559,046 17,739,819
    LAZARD EM EQ AT COST 8,612,548 9,620,983
    GRANDEUR PEAKE AT COST 5,028,374 6,597,935
    VARDE DISLOCATION FUND AT COST 1,500,174 1,450,094

    TY 2020 LandEtcSchedule2
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & FIXTURES 13,734 10,627 3,107 3,107
    LEASEHOLD IMPROVEMENTS 198,904 97,783 101,121 101,121
    OTHER ASSETS 6,248 4,537 1,711 1,711
    RIGHT OF USE ASSET - OFFICE LEASE 386,674 203,750 182,924 182,924
    EQUIPMENT 11,552 1,986 9,566 9,566


    TY 2020 LegalFeesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,145 0   1,145


    TY 2020 OtherAssetsSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 15,000 15,000 15,000


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD EDUCATION AND RETREAT 30,255 0   30,255
    INSURANCE 11,616 0   11,616
    STAFF DEVELOPMENT 3,628 0   3,628
    POSTAGE AND DELIVERY 8,712 0   8,712
    PUBLICATIONS & DUES 10,180 0   10,180
    ADVERTISING & PROMOTION 4,922 0   4,922
    TECHNOLOGY 6,699 0   6,699
    MCGOWAN FELLOWS PROGRAM 1,961 0   1,961
    OFFICE EXPENSE 10,399 0   10,399
    COMMUNICATION FEES 123,531 0   123,531
    10 YEAR LEGACY 51,598 0   51,598
    TECH SUBSCRIPTION 4,868 0   4,868
    LEADERSHIP PROGRAMMING 132,000 0   132,000
    SYMPOSIUM 27,890 0   27,890
    MISC 22,783 0   22,783
    ANNUAL REPORT 32,644 0   32,644
    GRANT-MAKING SYSTEM 4,700 0   4,700
    WINTER WORKING AND SPRING RETREAT 3,448 0   3,448
    PUBLIC RELATIONS 78,750 0   78,750


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 45,426 45,426 45,426
    OTHER MISC. INCOME 195 195 195


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS 27,098 9,343
    LEASE 352,657 300,789
    TRADING SECURITIES ADJUSTMENT 2,033,049 2,472,167


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 90,135 83,055   7,080
    INVESTMENT EXPENSES 2,445,319 2,445,319   0
    SEARCH FIRM 30,727 0   30,727


    TY 2020 TaxesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 91,273 0   41,273