TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) Deborah K Thielen...................................................................... Executive Director	40.00 .................		X	49,876	0	3,807
(2) Tamara Marshall...................................................................... Chair & Director	2.00 .................	X	X	0	0	0
(3) Robert Cormier...................................................................... Vice Chair & Director	2.00 .................	X	X	0	0	0
(4) Sheila Henson...................................................................... Treasurer & Director	2.00 .................	X	X	0	0	0
(5) Kate Wade...................................................................... Secretary & Director	2.00 .................	X	X	0	0	0
(6) Barbara Ougton...................................................................... Secretary & Director (Until 12/19)	2.00 .................	X	X	0	0	0
(7) John Buckley...................................................................... Director	2.00 .................	X		0	0	0
(8) Shelly Casella Dercole...................................................................... Director	2.00 .................	X		0	0	0
(9) Mark Davids...................................................................... Director	2.00 .................	X		0	0	0
(10) Lizeth Dela Cruz...................................................................... Director	2.00 .................	X		0	0	0
(11) Steve Middaugh...................................................................... Director	2.00 .................	X		0	0	0
(12) Vern Schiller...................................................................... Director (Until 12/19)	2.00 .................	X		0	0	0
(13) Susan Scott...................................................................... Director	2.00 .................	X		0	0	0
(14) Joenell Henry Tanner...................................................................... Director (Until 04/20)	2.00 .................	X		0	0	0
(15) Jessica Strausbaugh...................................................................... Assistant Treasurer (Until 09/20)	1.00 .................		X	0	0	0

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

The Community Foundation for McHenry
County

Employer identification number

36-4465219

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	6,870,332	1,001,305	1,847,719	1,618,946	5,102,738	16,441,040
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	6,870,332	1,001,305	1,847,719	1,618,946	5,102,738	16,441,040
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						11,955,994
6	Public support. Subtract line 5 from line 4.						4,485,046

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	6,870,332	1,001,305	1,847,719	1,618,946	5,102,738	16,441,040
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	531,102	489,796	450,545	644,025	718,711	2,834,179
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	17,288	19,342	34,702	25,374	91,628	188,334
11	Total support. Add lines 7 through 10						19,463,553

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

23.040 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

17.510 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
Ten Percent Support Limitation: The Community Foundation for McHenry County (CFMC), with a public support percentage of 23.04%, is above the 10% threshold and well on its way to the 33 1/3% of public support.Attraction of Public Support: Since its inception, CFMC has been organized and operated to attract public support. While earlier years were focused on seed donors, it has always been a major responsibility of the Executive Director to fundraise. In 2019 CFMC hired a new Executive Director, Deb Thielen, who has over 25 years of experience in the not-for-profit industry including substantial successful fundraising experience. In her short tenure at CFMC she has already been very successful in raising funds from new sources. In addition, Ms. Thielen created and filled a new full-time position for a Director of Planned Giving whose sole responsibility will be cultivating new donors for CFMC. Since 2015, CFMC has reached out to the general public through its Give 360 program which targets smaller donors to make an annual donation of $360 with the goal of inspiring future larger gifts. The CFMC has also recently re-energized its Planned Giving Advisory Committee, which is comprised of legal and financial professionals in the McHenry Community who are tasked with educating their clients and other professionals about the advantages of directing their charitable donations to CFMC.Percentage of Financial Support: As stated above, CFMC's percentage of public support exceeds the 10% threshold comfortable at 23.04%. The CFMC intends to continue to expand its public support through its established ongoing fundraising activities and through its newly expanded staff.Sources of Support: With the exception of a donor, who is CFMC's largest seed donor, the CFMC has never relied on a single donor or family as a primary source of support. The CFMC has striven to expand its donor base and, since 2016, has averaged between 200 and 250 different donors annually. While the donor mentioned above has been extremely generous to the foundation, he does not exert any control, as he is not on the Board, nor does he have any family member on the Board. It should also be noted that this donor is 99 years old and the CFMC does not regard him as having ongoing fundraising potential.Representative Governing Body: No major donors of CFMC are on the Board of CFMC. In recruiting and selecting Board members CFMC has sought to attract an array of board members from every part of the country. The individuals represent a cross section of professions, age groups, ethnicities and skill sets that mirror as much as possible the McHenry County community itself. The Board members are fully independent from major donors to CFMC.Availability of Public Facilities or Services: The CFMC has recently purchased a building in downtown Crystal Lake which is at the heart of McHenry County. The building size exceeded the space that CFMC itself needed for offices. The building is currently under renovation and CFMC was able to secure an endowment to support the building and turn the extra space into a Philanthropy Center. The Philanthropy Center will provide public meeting spaces. The Philanthropy Center will also have office space that will be made available to new or existing community NFP organizations. The CFMC has received a waiver of property taxes from McHenry County on the basis of its status as a charitable organization.Additional Factors Pertinent to Membership Organizations: These provisions are not applicable to the CFMC because it is not a membership organization.Adverse Impact if Requested Status Not Received: Qualified charitable contributions from retirement accounts are a popular form of gifting by donors. The continued classification as a publicly supported organization would allow CFMC to receive these types of gifts. The inability to receive qualified charitable gifts would be an adverse impact. It is important for McHenry to be reclassified as a public charity in order to grow its independent public support in ways more tailored to their specific community's needs and fundraising capacity.

Facts And Circumstances Test

Ten Percent Support Limitation: The Community Foundation for McHenry County (CFMC), with a public support percentage of 23.04%, is above the 10% threshold and well on its way to the 33 1/3% of public support.Attraction of Public Support: Since its inception, CFMC has been organized and operated to attract public support. While earlier years were focused on seed donors, it has always been a major responsibility of the Executive Director to fundraise. In 2019 CFMC hired a new Executive Director, Deb Thielen, who has over 25 years of experience in the not-for-profit industry including substantial successful fundraising experience. In her short tenure at CFMC she has already been very successful in raising funds from new sources. In addition, Ms. Thielen created and filled a new full-time position for a Director of Planned Giving whose sole responsibility will be cultivating new donors for CFMC. Since 2015, CFMC has reached out to the general public through its Give 360 program which targets smaller donors to make an annual donation of $360 with the goal of inspiring future larger gifts. The CFMC has also recently re-energized its Planned Giving Advisory Committee, which is comprised of legal and financial professionals in the McHenry Community who are tasked with educating their clients and other professionals about the advantages of directing their charitable donations to CFMC.Percentage of Financial Support: As stated above, CFMC's percentage of public support exceeds the 10% threshold comfortable at 23.04%. The CFMC intends to continue to expand its public support through its established ongoing fundraising activities and through its newly expanded staff.Sources of Support: With the exception of a donor, who is CFMC's largest seed donor, the CFMC has never relied on a single donor or family as a primary source of support. The CFMC has striven to expand its donor base and, since 2016, has averaged between 200 and 250 different donors annually. While the donor mentioned above has been extremely generous to the foundation, he does not exert any control, as he is not on the Board, nor does he have any family member on the Board. It should also be noted that this donor is 99 years old and the CFMC does not regard him as having ongoing fundraising potential.Representative Governing Body: No major donors of CFMC are on the Board of CFMC. In recruiting and selecting Board members CFMC has sought to attract an array of board members from every part of the country. The individuals represent a cross section of professions, age groups, ethnicities and skill sets that mirror as much as possible the McHenry County community itself. The Board members are fully independent from major donors to CFMC.Availability of Public Facilities or Services: The CFMC has recently purchased a building in downtown Crystal Lake which is at the heart of McHenry County. The building size exceeded the space that CFMC itself needed for offices. The building is currently under renovation and CFMC was able to secure an endowment to support the building and turn the extra space into a Philanthropy Center. The Philanthropy Center will provide public meeting spaces. The Philanthropy Center will also have office space that will be made available to new or existing community NFP organizations. The CFMC has received a waiver of property taxes from McHenry County on the basis of its status as a charitable organization.Additional Factors Pertinent to Membership Organizations: These provisions are not applicable to the CFMC because it is not a membership organization.Adverse Impact if Requested Status Not Received: Qualified charitable contributions from retirement accounts are a popular form of gifting by donors. The continued classification as a publicly supported organization would allow CFMC to receive these types of gifts. The inability to receive qualified charitable gifts would be an adverse impact. It is important for McHenry to be reclassified as a public charity in order to grow its independent public support in ways more tailored to their specific community's needs and fundraising capacity.

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

The Community Foundation for McHenry
County

Employer identification number

36-4465219

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization The Community Foundation for McHenry County

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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization The Community Foundation for McHenry County		Employer identification number 36-4465219

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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization The Community Foundation for McHenry County			Employer identification number 36-4465219
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

The Community Foundation for McHenry
County

Employer identification number

36-4465219

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	24
2	Aggregate value of contributions to (during year)	74,012
3	Aggregate value of grants from (during year)	493,952
4	Aggregate value at end of year ........	1,569,312

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	20,086,652	20,098,916	17,918,473	15,611,193	11,179,431
b	Contributions ...	155,527	115,791	379,962	85,903	3,324,161
c	Net investment earnings, gains, and losses	2,556,518	618,839	2,468,571	2,966,064	1,985,571
d	Grants or scholarships ...	675,711	554,627	479,578	588,632	693,875
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	200,059	192,267	188,512	156,055	184,095
g	End of year balance ......	21,922,927	20,086,652	20,098,916	17,918,473	15,611,193

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

0 %

Term endowment SchDMd Bullet

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,191,278	1,191,278
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	21,929	21,929
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..			1,213,207

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,069,492
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Part V, Line 4:

To provide resources to achieve the mission and goals of the Community Foundation for McHenry County

Part X, Line 2:

The Trust and its affiliates received tax determination letters from the Internal Revenue Service indicating that they are tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code and, except for taxes pertaining to unrelated business income, are exempt from federal and state income taxes. In fiscal year 2020, provision has been made for income taxes in the accompanying consolidated financial statements for unrelated business income of $292,500. The Trust and its affiliates account for uncertain tax positions in accordance with FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (included in FASB ASC Subtopic 740-10, Income Taxes Overall). There is no impact on the consolidated financial statements as a result of this pronouncement as the Trust and its affiliates have no significant uncertain tax positions.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
The Community Foundation for McHenry
County

Employer identification number
36-4465219

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Pioneer Center For Human Services 4031 Dayton Street McHenry,IL60050	36-2480845	501(c)(3)	171,485	General Operating Support
(2) Home Of The Sparrow Inc 4209 W Shamrock Lane Unit B McHenry,IL600508700	36-3494491	501(c)(3)	123,000	General Operating Support
(3) Friends of McHenry County College Foundation 8900 US Highway 14 Crystal Lake,IL600122738	23-7418071	501(c)(3)	75,947	General Operating Support
(4) City of Woodstock 121 W Calhoun Street Woodstock,IL60098	36-6006165	501(c)(3)	74,951	General Operating Support
(5) Community Crosswalk 210 Crystal Street Suite A Cary,IL600132096	83-4278818	501(c)(3)	60,000	General Operating Support
(6) Family Alliance Inc Aka Independence Health & Therapy 2028 N Seminary Avenue Woodstock,IL600982626	36-3152022	501(c)(3)	60,000	General Operating Support
(7) Woodstock Community Unit School District No 200 2990 Raffel Road Woodstock,IL60098	36-2679016	501(c)(3)	55,000	General Operating Support
(8) Transitional Living Services 5330 W Elm Street McHenry,IL600504029	36-4104887	501(c)(3)	53,000	General Operating Support
(9) Horizons for the Blind Inc 125 Erick Street Suite A103 Crystal Lake,IL600144555	36-2915239	501(c)(3)	50,000	General Operating Support
(10) McHenry County Housing Authority 1108 N Seminary Avenue Woodstock,IL60098	000000000	501(c)(3)	50,000	General Operating Support
(11) Volunteer Center of McHenry County 620 Dakota Street Crystal Lake,IL60012	27-1235653	501(c)(3)	50,000	General Operating Support
(12) Family Health Partnership Clinic 401 E Congress Parkway Crystal Lake,IL600146210	36-4277029	501(c)(3)	46,985	General Operating Support
(13) Senior Care Volunteer Network 42 East Street Suite C Crystal Lake,IL600146291	31-1712933	501(c)(3)	35,800	General Operating Support
(14) Child Advocacy Center of McHenry County 1780 S Eastwood Drive Woodstock,IL600984657	36-4263331	501(c)(3)	35,000	General Operating Support
(15) Harvard Community Senior Center 6817 Harvard Hills Road Harvard,IL600330310	46-0683783	501(c)(3)	35,000	General Operating Support
(16) Youth and Family Center of McHenry County 3430 W Elm Street McHenry,IL600504253	27-0627562	501(c)(3)	32,000	General Operating Support
(17) New Directions Addiction Recovery Services 93 Berkshire Drive Suite G Crystal Lake,IL600142809	27-4469700	501(c)(3)	31,485	General Operating Support
(18) Farmworker and Landscaper Advocacy Project - Flap 33 N LaSalle Street Suite 900 Chicago,IL606023419	36-4306362	501(c)(3)	30,000	General Operating Support
(19) Illinois Migrant Council 118 S Clinton Street Suite 500 Chicago,IL60661	36-2597070	501(c)(3)	28,300	General Operating Support
(20) Consumer Credit Counseling Service of Northern Illinois Inc 13707 W Jackson Street Woodstock,IL60098	36-3185383	501(c)(3)	26,500	General Operating Support
(21) Girls On The Run Of Northwest Illinois 111 Erick Street Crystal Lake,IL600141305	26-0294648	501(c)(3)	26,132	General Operating Support
(22) 4-C Community Coordinated Child Care 667 Ridgeview Drive McHenry,IL60050	23-7160437	501(c)(3)	25,000	General Operating Support
(23) Clearbrook 1835 W Central Road Arlington Heights,IL600052410	36-2420176	501(c)(3)	25,000	General Operating Support
(24) McHenry County Government Center - McHenry County Workforce Network 110 S Johnson Street Suite 112 Woodstock,IL60098	36-6006623	501(c)(3)	25,000	General Operating Support
(25) McHenry County Music Center 401 Country Club Road Crystal Lake,IL600145605	36-3166311	501(c)(3)	25,000	General Operating Support
(26) Raue Center For The Arts Inc 26 N Williams Street Crystal Lake,IL60014	36-4147140	501(c)(3)	25,000	General Operating Support
(27) Turning Point Inc PO Box 723 Woodstock,IL600980723	36-3163296	501(c)(3)	25,000	General Operating Support
(28) Mano A Mano Family Resource Center 6 E Main Street Round Lake Pk,IL600733602	36-4418084	501(c)(3)	23,000	General Operating Support
(29) Mental Health Resource League for McHenry County PO Box 204 Mchenry,IL600510204	23-7040484	501(c)(3)	22,000	General Operating Support
(30) Journeycare Foundation Inc 2050 Claire Court Glenview,IL60025	36-3820916	501(c)(3)	21,485	General Operating Support
(31) Casa Of McHenry County 70 N Williams Street Suite B Crystal Lake,IL600144444	20-1387762	501(c)(3)	20,000	General Operating Support
(32) Gigis Playhouse Inc 3948 N Lincoln Avenue Chicago,IL606132432	80-0323070	501(c)(3)	20,000	General Operating Support
(33) K-9 Motivation NFP 667 E Calhoun Street Woodstock,IL60098	82-3471749	501(c)(3)	20,000	General Operating Support
(34) Northwest Community Music Academy 800 McHenry Avenue Suite G Crystal Lake,IL60014	20-3174820	501(c)(3)	20,000	General Operating Support
(35) The Board of Trustees of the University of Illinois 100 S Highway 45 Grayslake,IL60030	37-6000511	501(c)(3)	20,000	General Operating Support
(36) Huntley Community Radio NFP 11419 S Illinois Route 47 Huntley,IL601429737	27-3775224	501(c)(3)	19,000	General Operating Support
(37) On Angels Wings Inc 6500 Northwest Highway Unit 2D Crystal Lake,IL600148001	26-0243934	501(c)(3)	18,000	General Operating Support
(38) Greater Elgin Family Care Center 370 Summit Street Elgin,IL601203843	36-4249586	501(c)(3)	17,500	General Operating Support
(39) Refuge For Women 342 Waller Avenue Lexington,KY405042911	26-4388243	501(c)(3)	17,500	General Operating Support
(40) The Thresholds 4101 N Ravenswood Avenue Chicago,IL60613	36-2518901	501(c)(3)	17,500	General Operating Support
(41) Northern Illinois Food Bank 273 Dearborn Court Geneva,IL601343587	36-3203648	501(c)(3)	16,100	General Operating Support
(42) Creative Arts Inc 400 Highland Avenue Crystal Lake,IL600145645	37-1658771	501(c)(3)	15,000	General Operating Support
(43) Housing Affordability Partners NFP Inc 23378 N Melody Lane Lake Zurich,IL600476500	83-3678521	501(c)(3)	15,000	General Operating Support
(44) Nisra Foundation 285 Memorial Drive Crystal Lake,IL600146255	36-3762414	501(c)(3)	15,000	General Operating Support
(45) Turnstone Development Corporation 10 S LaSalle Street Suite 3510 Chicago,IL606031038	36-3105849	501(c)(3)	15,000	General Operating Support
(46) United Way of Greater McHenry County Inc 4508 Prime Parkway McHenry,IL600507004	36-6147909	501(c)(3)	15,000	General Operating Support
(47) Woodstock Christian Life Services 920 N Seminary Avenue Woodstock,IL600982996	36-3186415	501(c)(3)	14,000	General Operating Support
(48) Options and Advocacy For McHenry County Inc 365 Millennium Drive Suite A Crystal Lake,IL60012	36-3948706	501(c)(3)	13,000	General Operating Support
(49) Aunt Martha's Health and Wellness Inc 19990 Governors Highway Olympia Fields,IL604611021	23-7188150	501(c)(3)	10,000	General Operating Support
(50) Leadership Greater McHenry County Inc PO Box 442 Woodstock,IL60098	20-1687470	501(c)(3)	10,000	General Operating Support
(51) Sage YMCA 1030 W Van Buren Street Chicago,IL60611	36-2179782	501(c)(3)	10,000	General Operating Support
(52) University of Illinois Extension 100 S Highway 45 Grayslake,IL60030	37-6000511	501(c)(3)	10,000	General Operating Support
(53) Friends Of Moraine Hills State Park 1510 S River Road McHenry,IL600519217	26-4116340	501(c)(3)	9,000	General Operating Support
(54) Land Conservancy Of McHenry County PO Box 352 Woodstock,IL600980352	36-3727476	501(c)(3)	8,500	General Operating Support
(55) Free Guitars for Future Stars 7614 Oakwood Drive Wonder Lake,IL60097	37-1577002	501(c)(3)	8,000	General Operating Support
(56) Lakeside Legacy Foundation 401 Country Club Road Crystal Lake,IL600145605	33-1006907	501(c)(3)	8,000	General Operating Support
(57) Main Stay Therapeutic Farm Inc 6919 Keystone Road Richmond,IL600719793	36-3565747	501(c)(3)	7,000	General Operating Support
(58) The Aarrk Gardens 11505 Price Road Hebron,IL600348827	46-5389687	501(c)(3)	7,000	General Operating Support
(59) Crystal Lake Food Pantry Inc 42 East Street Crystal Lake,IL60014	36-3242915	501(c)(3)	6,900	General Operating Support
(60) McHenry County Conservation Foundation 7210 Keystone Road Richmond,IL60071	36-4340160	501(c)(3)	5,300	General Operating Support
(61) Big Brothers Big Sisters of McHenry County Inc 630 N Illinois Route 31 Suite 100 Crystal Lake,IL60012	36-3354265	501(c)(3)	5,101	General Operating Support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Part I, Line 2:

The organization performs due diligence to ensure the grants will be used for charitable purposes. A grant agreement is issued with each grant to outline the terms of the grant. By signing the agreement, the grantee agrees to furnish the organization with reports regarding the grant activity. The grantee agrees to use the funds solely for the purposes stated in the grant proposal, to repay any portion of the amount granted which is not used for the purpose of the grant, and to maintain books and financial records adequate to verify actions related to this grant.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

The Community Foundation for McHenry
County

Employer identification number

36-4465219

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title	(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(A) Name and Title	(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part II, Line 1:	Ms. Deborah Thielen is a paid employee of The Chicago Community Trust, an unrelated tax-exempt organization. Ms. Thielen serves as the current Executive Director of the Foundation.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

The Community Foundation for McHenry
County

Employer identification number

36-4465219

Return Reference	Explanation
Form 990, Part I, Line 6:	Volunteers consist of twelve voting board members and an additional forty eight volunteers that participate in grant and scholarship sub-committees of the Community Foundation, for a total volunteer count of 60.
Form 990, Part III, line 2	The Community Foundation for McHenry County revised its program services in fiscal year 2020 to define its activities as a philanthropic grantmaking institution due to the change in public charity status reflected in the bylaws. Previously its activities were to support the mission of The Chicago Community Trust and The Chicago Community Foundation as a supporting organization.
Form 990, Part VI, Section A, line 2	Jessica Strausbaugh is a paid employee of The Chicago Community Trust (CFO) and served as the assistant treasurer of the Community Foundation for McHenry County through 09/16/2020.
Form 990, Part VI, Section A, line 4	The Community Foundation for McHenry County revised its bylaws on 9/16/20 to reflect the correct public charity status of the organization.
Form 990, Part VI, Section B, line 11b	Form 990 is reviewed and approved by the Chairman, Treasurer, and Executive Director before filing with the Internal Revenue Service. The return is subsequently shared with the full board.
Form 990, Part VI, Section B, line 12c	All new employees, board members, and volunteers are required to sign the conflict of interest policy immediately after inception of the relationship. Each year all Board Members and Volunteers are required to file a new policy statement. Potential conflicts, if any, are noted in the minutes of the board meeting. Board members abstain from voting when there is a possibility of a conflict. Continual monitoring of the business of the Foundation and its relationships keeps the conflict of interest policy active and enforceable.
Form 990, Part VI, Section B, line 15a	The Board annually reviews the compensation of the staff (Executive Director) based on performance evaluation in connection with established goals and objectives, and determines compensations reasonableness, thereof, by reviewing data of similar organizations.
Form 990, Part VI, Section C, line 19	A copy of the governing documents, conflict of interest policy and financial statement are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). The Community Foundation's website states that the Form 990 and most recent audit are available for review upon request. In addition, requests for the 990, audit report, governing documents, and conflict of interest statements can be made via email or phone call.
Form 990, Part VII, Section A, Column B:	Activities of the Board include: attending and preparing for Board meetings, grant reviews, strategic planning, and various other administrative matters; serving on various sub-committees of the Community Foundation; recruiting new Board members; and representing the Community Foundation at various events.
Form 990, Part XI, line 9:	Change in Beneficial Interest in Charitable Term Trust 2,787. Change in cash value of Life Insurance Policy 2,566.
Form 990, Part XII, Line 2c:	The Audit and Risk Committee of The Chicago Community Trust assumed responsibility for oversight of The Consolidated Audit of The Chicago Community Trust and Affiliates, which The Community Foundation for McHenry County was a part of through September 2020. The Chicago Community Trust served solely in capacity of back office provider and bookeeper during FY2021.
Form 990, Part IX, Statement of Functional Expenses, Line 24B:	The Community Foundation for McHenry County had leased employees during fiscal year 2020. Total leased employee expenses were approximately $511,567. The employees are leased from The Chicago Community Trust, a 501(c)(3) organization, EIN #: 36-2167000.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,618,946	5,102,738
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	758,695	1,090,255
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	25,374	91,628
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,403,015	6,284,621
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,236,037	1,866,847
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 178,672
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,231,612	930,219
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,467,649	2,797,066
19	Revenue less expenses. Subtract line 18 from line 12.......	-1,064,634	3,487,555
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	34,557,341	40,891,272
21	Total liabilities (Part X, line 26).............	1,414,430	1,720,185
22	Net assets or fund balances. Subtract line 21 from line 20.....	33,142,911	39,171,087

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,140,390 including grants of $ 1,866,847 ) (Revenue $ )
	The Community Foundation for McHenry County is a philanthropic grantmaking institution.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,140,390

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

1	Briefly describe the organization’s mission or most significant activities: Provides grant support to tax exempt charitable organizations.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	60
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	49,876	0	3,807

1a	Federated campaigns..		1a	12,000
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,090,738

g	Noncash contributions included in lines 1a - 1f:$		1g	9,990

h Total. Add lines 1a-1f.......		5,102,738

3 Investment income (including dividends, interest, and othersimilar amounts) ......			718,711			718,711
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		15,442,220	7a
b	Less: cost or other basis and sales expenses		15,070,676	7b
c	Gain or (loss)		371,544	7c
d	Net gain or (loss).........			371,544			371,544
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	Income from Term Trust		900099	80,248			80,248
b	Agency Endowment Admin Fee		900099	11,380			11,380
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			91,628
12	Total revenue. See instructions.....			6,284,621	0	0	1,181,883

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,866,847	1,866,847
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	4,426		4,426
c	Accounting ...........	27,670		27,670
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	25,184	7,555	12,844	4,785
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	36,987	11,095	18,864	7,028
12	Advertising and promotion ....	49,849	14,955	25,423	9,471
13	Office expenses .......	40,627	12,188	20,720	7,719
14	Information technology ......	49,175	14,753	25,079	9,343
15	Royalties ..	1,787	536	911	340
16	Occupancy ...........	62,812	18,844	32,034	11,934
17	Travel ............	4,713	1,414	2,404	895
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	23,130	6,939	11,796	4,395
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	29,283	8,785	14,934	5,564
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Leased Employee Expense	511,567	153,470	260,899	97,198
b	Expense Reimbursement	60,000	20,000	20,000	20,000
c	Program Related Expense	2,360	2,360
d	Credit Card Fees	649	649
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	2,797,066	2,140,390	478,004	178,672
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			327,564	1	1,653,129
2	Savings and temporary cash investments .........			2,763,508	2	2,939,355
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,213,207
b	Less: accumulated depreciation	10b	0	0	10c	1,213,207
11	Investments—publicly traded securities .			29,739,780	11	33,351,239
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			1,726,489	15	1,734,342
16	Total assets. Add lines 1 through 15 (must equal line 33)...			34,557,341	16	40,891,272

17	Accounts payable and accrued expenses .....	136,592	17	644,693
18	Grants payable ...	70,000	18	6,000
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,207,838	25	1,069,492
26	Total liabilities. Add lines 17 through 25..	1,414,430	26	1,720,185

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	31,561,873	27	37,587,262
28	Net assets with donor restrictions ...........	1,581,038	28	1,583,825
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	33,142,911	32	39,171,087
33	Total liabilities and net assets/fund balances ........	34,557,341	33	40,891,272