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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Negaunee Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)555 Skokie Blvd STE 555
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Northbrook, IL60062
A Employer identification number

36-3555046
B Telephone number (see instructions)

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$563,104,949J 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) 86,350,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 504,260 504,260 504,260
4 Dividends and interest from securities... 6,444,065 6,444,065 6,444,065
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,287,649
b Gross sales price for all assets on line 6a 17,287,649
7 Capital gain net income (from Part IV, line 2)... 17,287,649
8 Net short-term capital gain......... 3,875,011
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 96,894   96,894
12 Total. Add lines 1 through 11........ 110,682,868 24,235,974 10,920,230
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 191,168     191,168
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,530      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,477,811     1,477,811
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,673,509 0   1,668,979
25 Contributions, gifts, grants paid....... 18,724,993 18,724,993
26 Total expenses and disbursements. Add lines 24 and 25 20,398,502 0   20,393,972
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 90,284,366
b Net investment income (if negative, enter -0-) 24,235,974
c Adjusted net income (if negative, enter -0-)... 10,920,230
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 7,094,650 72,202,792 72,202,792
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 277,814,340 Click to see attachment365,505,770 490,902,157
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 284,908,990 437,708,562 563,104,949
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 284,908,990 437,708,562
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 284,908,990 437,708,562
30 Total liabilities and net assets/fund balances (see instructions). 284,908,990 437,708,562
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
284,908,990
2
Enter amount from Part I, line 27a .....................
2
90,284,366
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
62,515,206
4
Add lines 1, 2, and 3 ..........................
4
437,708,562
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
437,708,562
Form 990-PF (2021)
Form 990-PF (2021)
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 VARIOUS D 2021-01-01 2021-12-31
b VARIOUS D 2015-01-01 2021-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,875,011     3,875,011
b 13,412,638     13,412,638
c
d
e
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       3,875,011
b       13,412,638
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 17,287,649
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 3,875,011
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 336,880
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- ..... 5 336,880
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 650,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 650,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 313,120
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet313,120 RefundedBullet 11  
Part VI-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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletRICHARD COLBURN Telephone no.bullet (847) 480-4690

    Located atbullet555 Skokie Blvd Ste 555NorthbrookIL ZIP+4bullet60062
    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 2021, 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 VI-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? ...........
    1a(1)
     
     
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
     
    (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)? ......................
    1a(5)
     
     
    (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.) ...............
    1a(6)
     
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
     
    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? ..............................
    3a
     
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
     
    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 2021? ..
    4b
     
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
     
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
     
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
     
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
     
    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?
    7a
     
     
    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? .........................
    8
     
     
    Part VII
    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
    RICHARD COLBURN PresidentDirector
    1.00     		0 0 0
    555 Skokie Blvd Ste 555
    Northbrook,IL60062
    ROBIN T COLBURN Vice PresidentDirector
    15.00     		0 0 0
    555 Skokie Blvd Ste 555
    Northbrook,IL60062
    EWA JONES SECRETARY
    1.00     		0 0 0
    555 Skokie Blvd Ste 555
    Northbrook,IL60062
    DALE KUNTZ DIRECTOR
    1.00     		0 0 0
    555 Skokie Blvd Ste 555
    Northbrook,IL60062
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    337,641,523
    b
    Average of monthly cash balances.......................
    1b
    8,271,144
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    345,912,667
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    345,912,667
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,188,690
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    340,723,977
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    17,036,199
    Part X
    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 IX, line 6..................
    1
    17,036,199
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    336,880
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    336,880
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,699,319
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    16,699,319
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    16,699,319
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 16,699,319
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 11,736,209
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 13,110,263
    d From 2019...... 11,283,039
    e From 2020......  
    f Total of lines 3a through e ........ 24,393,302
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 20,393,972
    a Applied to 2020, but not more than line 2a 11,736,209
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 8,657,763
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 8,041,556 8,041,556
    (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 16,351,746
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		16,351,746
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 5,068,707
    c Excess from 2019.... 11,283,039
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    WTTW - Network Chicago
    5400 N St Louis
    Chicago,IL60625     		    UNRESTRICTED USE 1,220,000
    ALS Assoc
    PO Box 37022
    Boone,IA50037     		    UNRESTRICTED USE 1,000
    American Friends of Monteverdi
    1000 N West Street 1200
    Wilmington,DE19801     		    UNRESTRICTED USE 25,000
    American Writers Museum
    180 N Michigan Ave
    Chicago,IL60601     		    UNRESTRICTED USE 100,000
    Americans for Oxford Inc
    500 Fifth Ave
    New York,NY10111     		    RESTRICTED USE 90,000
    ANTIOCH COLLEGE
    120 Limestone St
    Yellow Springs,OH45387     		    UNRESTRICTED USE 150,000
    Bat Conservation International
    PO Box 162603
    Austin,TX78716     		    UNRESTRICTED USE 10,000
    Beginning with Children Foundation
    850 Kent Ave 5TH FLR
    Brooklyn,NY11205     		    RESTRICTED USE 50,000
    BELLA VOCE
    1040 W Harrison St
    Chicago,IL60607     		    UNRESTRICTED USE 5,000
    GuideStar USA Inc
    4801 Courthouse ST
    Williamsburg,VA23188     		    UNRESTRICTED USE 3,000
    CATO Institute
    1000 Massachusetts Ave
    Washington,DC20001     		    UNRESTRICTED USE 100,000
    Cedille Chicago NFP
    1250 WEST BALMORAL
    Chicago,IL60640     		    UNRESTRICTED USE 30,000
    Chicago Childrens Choir
    78 EAST WASHINGTON
    Chicago,IL60602     		    UNRESTRICTED USE 20,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK RD
    Glencoe,IL60022     		    RESTRICTED USE 2,100,000
    Chicago Dramatists
    1105 W CHICAGO AVE
    Chicago,IL60642     		    UNRESTRICTED USE 10,000
    Chicago High School for the Arts
    2714 W Augusta Blvd
    Chicago,IL60622     		    UNRESTRICTED USE 1,773,487
    Chicago Philharmonic Society
    20 NORTH WACKER DR
    Chicago,IL60606     		    RESTRICTED USE 25,000
    Chicago Symphony Orchestra
    220 SOUTH MICHIGAN AVE
    Chicago,IL60604     		    UNRESTRICTED USE 150,000
    Chicago Youth Symphony Orchestras
    410 South Michigan ave
    Chicago,IL60605     		    RESTRICTED USE 50,000
    Chicago Zoological Society
    3300 GOLF RD
    Brookfield,IL60513     		    RESTRICTED USE 30,000
    Colburn School
    200 SOUTH GRAND AVE
    Los Angeles,CA90012     		    RESTRICTED USE 300,000
    Foothills Animal Shelter
    580 MCINTYRE ST
    Golden,CO80401     		    UNRESTRICTED USE 1,000
    Gorton Community Center
    400 E ILLINOIS RD
    Lake Forest,IL60045     		    UNRESTRICTED USE 5,000
    Hadley School for the Blind
    700 ELM ST
    Winnetka,IL60093     		    UNRESTRICTED USE 1,000
    Heartland Institute
    19 SOUTH LASALLE SUITE 903
    Chicago,IL60603     		    UNRESTRICTED USE 20,000
    Hebrew Union College
    3101 CLIFTON AVE
    Cincinnati,OH45220     		    UNRESTRICTED USE 5,000
    Heritage Foundation
    214 MASSACHUSETTS AVE
    Washington,DC20001     		    UNRESTRICTED USE 30,000
    Highland Park Strings
    1601 Oakwood 105
    Highland Park,IL60035     		    UNRESTRICTED USE 12,000
    Hillsdale College
    33 EAST COLLEGE ST
    Hillsdale,MI49242     		    UNRESTRICTED USE 10,000
    IL Holocaust Museum Education Cen
    9603 WOODS DR
    Skokie,IL60077     		    UNRESTRICTED USE 2,000
    Illinois Policy Institute
    190 S LASALLE ST 1500
    Chicago,IL60603     		    UNRESTRICTED USE 100,000
    IL Saint Andrew Society
    2800 DES PLAINES AVE
    Riverside,IL60546     		    UNRESTRICTED USE 25,000
    Institute for Justice
    901 N GLEBE RD STE 900
    Arlington,VA22203     		    UNRESTRICTED USE 75,000
    Intercollegiate Studies Institute
    3901 CENTERVILLE RD
    Wilmington,DE19807     		    UNRESTRICTED USE 10,000
    International Music Foundation
    650 N DEARBORN STE 350
    Chicago,IL60610     		    UNRESTRICTED USE 10,000
    Joffrey Ballet
    0 E RANDOLPH ST
    Chicago,IL60601     		    UNRESTRICTED USE 30,000
    Kartemquin Films
    1901 W WELLINGTON
    Chicago,IL60657     		    UNRESTRICTED USE 7,000
    KCET Associates
    4401 SUNSET BLVD
    Los Angeles,CA90027     		    UNRESTRICTED USE 3,000
    Kohl Childrens Museum of Greater C
    2100 PATRIOT BLVD
    Glenview,IL60026     		    UNRESTRICTED USE 25,000
    KUSC - FM
    PO BOX 77913
    Los Angeles,CA90007     		    UNRESTRICTED USE 10,000
    La Rabida Childrens Hopsital
    6501 S PROMONTORY DR
    Chicago,IL60649     		    UNRESTRICTED USE 5,000
    Lake County Haven
    PO BOX 127
    Libertyville,IL60048     		    UNRESTRICTED USE 10,000
    Friends of Lake Forest Library
    360 E DEERPATH RD
    Lake Forest,IL60045     		    UNRESTRICTED USE 5,000
    Lake Forest Open Lands Association
    350 N WAUKEGAN RD
    Lake Forest,IL60045     		    UNRESTRICTED USE 169,200
    Lake Forest Police Foundation
    255 W DEERPATH
    Lake Forest,IL60045     		    UNRESTRICTED USE 5,000
    Leadership Institute
    1100 N HIGHLAND ST
    Arlington,VA22201     		    UNRESTRICTED USE 15,000
    Los Angeles Philharmonic Associatio
    1510 S GRAND AVE
    Los Angeles,CA90012     		    UNRESTRICTED USE 30,000
    Manhattan Institute for Policy Rese
    52 vanderbilt ave 201
    New York,NY10017     		    UNRESTRICTED USE 25,000
    Mercatus Center
    3301 N FAIRFAX DR
    Chicago,IL60607     		    UNRESTRICTED USE 12,000
    Merit School of Music
    38 S PERIOA ST
    Chicago,IL60607     		    UNRESTRICTED USE 150,000
    Midwest Young Artists
    878 LYSTER RD
    Highwood,IL60040     		    UNRESTRICTED USE 40,000
    Moving Picture Institute
    375 GREENWICH ST
    New York,NY10013     		    UNRESTRICTED USE 5,000
    Music of the Baroque
    343 S DEARBORN ST
    Atlanta,GA30304     		    UNRESTRICTED USE 105,000
    Natl Guild for Commty Arts Educat
    520 8TH AVE
    New York,NY10018     		    UNRESTRICTED USE 10,000
    Amer Found National Museums Scotl
    275 MADISON AVE STE 401
    New York,NY10016     		    UNRESTRICTED USE 80,000
    Nature Conservancy - Illinois
    8 SOUTH MICHIGAN AVE STE 900
    Chicago,IL60603     		    UNRESTRICTED USE 100,000
    Night Ministry
    4711 RAVENSWOOD AVE
    Chicago,IL60640     		    UNRESTRICTED USE 15,000
    Northbrook Symphony Orchestra Inc
    899 SKOKIE BLVD
    Northbrook,IL60062     		    UNRESTRICTED USE 5,000
    Northwestern University
    633 CLARK ST
    Evanston,IL60208     		    RESTRICTED USE 330,000
    Old Town School of Folk Music
    4544 N LINCOLN AVE
    Chicago,IL60625     		    UNRESTRICTED USE 50,000
    Openlands
    25 E WASHINGTON ST
    Chicago,IL60602     		    RESTRICTED USE 50,000
    Orphans of the Storm
    2200 RIVERWOORDS RD
    Deerfield,IL60015     		    UNRESTRICTED USE 10,000
    Pacific Legal Foundation
    3900 LENNANE DR STE 200
    Sacramento,CA95834     		    UNRESTRICTED USE 80,000
    Peoples Music School
    931 W EASTWOOD
    Chicago,IL60640     		    UNRESTRICTED USE 100,000
    Preservation Foundation
    1899 W WINCHESTER RD
    Libertyville,IL60048     		    UNRESTRICTED USE 10,000
    Rockport Chamber Music Festival
    PO BOX 312
    Rockport,MA01966     		    UNRESTRICTED USE 10,000
    Salvation Army
    5040 N PULASKI RD
    Chicago,IL60630     		    UNRESTRICTED USE 200,000
    Spay and Stay
    393 CENTER ST
    Grayslake,IL60030     		    UNRESTRICTED USE 3,000
    Sports Car Club of America Foundati
    921 Lawn Cir
    Western Springs,IL60558     		    UNRESTRICTED USE 10,000
    Thresholds Psychiatric Rehab Center
    4101 RAVENSWOOD AVE
    Chicago,IL60613     		    UNRESTRICTED USE 10,000
    TreePeople
    12601 MULLHOLAND
    Beverly Hills,CA90210     		    UNRESTRICTED USE 150,000
    United Negro College Fund Inc
    1805 7th Street
    Washington,DC20001     		    UNRESTRICTED USE 100,000
    WFMT-FM
    5400 N ST LOUIS
    Chicago,IL60625     		    UNRESTRICTED USE 50,000
    Wetlands Initiative
    53 WEST JACKSON BLVD STE 1015
    Chicago,IL60604     		    UNRESTRICTED USE 50,000
    Friends of Lake Forest Parks Rec
    360 E DEERPATH RD
    Lake Forest,IL60045     		    UNRESTRICTED USE 25,042
    Friends of Lake Forest Parks Rec
    360 E DEERPATH RD
    Lake Forest,IL60045     		    RESTRICTED USE 125,084
    Chicago Botanic Garden
    1000 LAKE COOK RD
    Glencoe,IL60022     		    RESTRICTED USE 167,500
    Chicago Symphony Orchestra
    220 S MICHIGAN AVE
    Chicago,IL60604     		    RESTRICTED USE 2,000,000
    Field Museum
    ROOSEVELT RD
    Chicago,IL60605     		    UNRESTRICTED USE 50,000
    IL Saint Andrew Society
    2800 DES PLAINES AVE
    Riverside,IL60546     		    RESTRICTED USE 550,000
    Lake Forest College
    555 N SHERIDAN RD
    Lake Forest,IL60045     		    RESTRICTED USE 250,000
    Lyric Opera of Chicago
    20 N WACKER DR
    Chicago,IL60606     		    RESTRICTED USE 1,000,000
    Music of the Baroque
    343 S DEARBORN ST
    Chicago,IL60604     		    RESTRICTED USE 450,000
    Amer Found National Museums Scotl
    275 MADISON AVE STE 401
    New York,NY10016     		    RESTRICTED USE 110,000
    Ravinia Festival
    400 IRIS LN
    Highland Park,IL60035     		    RESTRICTED USE 1,925,000
    Steans Music Institute
    400 IRIS LN
    Highland Park,IL60035     		    RESTRICTED USE 100,000
    TreePeople
    12601 MULLHOLLAND
    Beverly Hills,CA90210     		    RESTRICTED USE 300,000
    AOMDA FOUNDATION
    161 THOMAS DALE
    Williamsburg,VA23185     		    UNRESTRICTED USE 10,000
    AUDUBON GREAT LAKES
    125 S WACKER DR STE 2125
    Chicago,IL60606     		    UNRESTRICTED USE 5,000
    CHAPEL YORK FOUNDATION
    1350 AVENUE OF AMERICAS FLOOR 2
    New York,NY10019     		    UNRESTRICTED USE 50,000
    CHICAGO COMMUNITY TRUST
    33 S STATE STREET
    Chicago,IL60603     		    UNRESTRICTED USE 100,000
    CHICAGO SCOTS
    2800 DES PLAINES AVE
    Riverside,IL60546     		    UNRESTRICTED USE 10,000
    FREEDOM FOUNDATION
    p o box 552
    Olympia,WA98507     		    UNRESTRICTED UES 100,000
    MPTV FRIENDS
    700 WEST STATE STREET
    Milwaukee,WI53233     		    UNRETRICTED USE 7,000
    MUSIC INSTITUTE OF CHICAGO
    1702 SHERMAN AVE
    Evanston,IL60201     		    UNRESTRICTED USE 60,000
    RAVINIA WOMENS BOARD
    418 SHERIDAN ROAD
    Highland Park,IL60035     		    UNRETRICTED UES 37,180
    VANDERCOOK COLLEGE OF MUSIC
    3140 S FEDERAL ST
    Chicago,IL60616     		    UNRESTRICTED USE 150,000
    BIENEN SCHOOL OF MUSIC
    1201 DAVIS ST
    Evanston,IL60208     		    RESTRICTED USE 20,000
    FIELD MUSEUM
    1400 S LAKE SHORE DR
    Chicago,IL60605     		    RETRICTED USE 1,600,500
    LOYOLA MEDICINE
    2106 S FIRST AVE BLDG 115
    Maywood,IL60153     		    RESTRICTED USE 250,000
    MUSIC INSTITUTE OF CHICAGO
    1702 SHERMAN AVE
    Evanston,IL60201     		    RESTRICTED USE 200,000
    NATURE CONSERVANCY ILLINOIS
    8 SOUTH MICHIGAN AVE STE 900
    Chicago,IL60603     		    RESTRICTED USE 50,000
    STEANS MUSIC INSTITUTE
    400 IRIS LN
    Highland Park,IL60035     		    RESTRICTED USE 260,000
    VANDERCOOK COLLEGE OF MUSIC
    3140 S FEDERAL ST
    Chicago,IL60616     		    RESTRICTED USE 50,000
    WETLANDS INITIATIVE
    53 WEST JACKSON BLVD STE 1015
    Chicago,IL60604     		    RESTRICTED USE 50,000
    WFMT-FM
    5400 N ST LOUIS
    Chicago,IL60625     		    RESTRICTED USE 40,000
    Total .................................bullet 3a 18,724,993
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		523000 373,799      
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGAINSLOSS     		523000 16,924,630      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 23,598,948    
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,598,948
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    The Negaunee Foundation
    EIN:
    36-3555046
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    UNREALIZED G/L   149,469,216 149,469,216
    CORP STOCKS   216,036,554 341,432,941

    TY 2021 OtherExpensesSchedule
    Name:
    The Negaunee Foundation
    EIN:
    36-3555046
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 1,967 0 0 1,967
    ACCOUNTING FEE 50,000 0 0 50,000
    BROKER FEES 1,014,959 0 0 1,014,959
    LICENSES 213 0 0 213
    INSURANCE 2,786 0 0 2,786
    OTHER COSTS 407,886 0 0 407,886


    TY 2021 OtherIncomeSchedule2
    Name:
    The Negaunee Foundation
    EIN:
    36-3555046
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC REVENUE 96,894 0 96,894


    TY 2021 OtherIncreasesSchedule
    Name:
    The Negaunee Foundation
    EIN:
    36-3555046
    Description Amount
    UNREALIAZED GL 55,411,919
    Unrestricted NA PY Unrealiz GL 7,103,287


    TY 2021 TaxesSchedule
    Name:
    The Negaunee Foundation
    EIN:
    36-3555046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,530 0 0 0