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
FINNEGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)33 N DEARBORN 2230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-4221334
B Telephone number (see instructions)

(312) 346-6000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$81,823,660J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities... 1,081,360 1,080,585  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,854,455
b Gross sales price for all assets on line 6a 6,844,156
7 Capital gain net income (from Part IV, line 2)... 4,854,455
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 94,701 -19,638 0
12 Total. Add lines 1 through 11........ 6,230,540 5,915,426 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 197,849 39,570 0 158,279
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 593 119 0 474
c Other professional fees (attach schedule).... Click to see attachment 349,382 349,379 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,387 52,594 0 11,793
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 30,852 6,170 0 24,682
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,579 1,513 0 6,066
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 675,642 449,345 0 201,294
25 Contributions, gifts, grants paid....... 3,826,839 3,826,839
26 Total expenses and disbursements. Add lines 24 and 25 4,502,481 449,345 0 4,028,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,728,059
b Net investment income (if negative, enter -0-) 5,466,081
c Adjusted net income (if negative, enter -0-)... 0
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.............      
2 Savings and temporary cash investments......... 6,973,191 5,768,871 5,768,871
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)....... 23,114,276 Click to see attachment23,370,803 55,082,087
c Investments—corporate bonds (attach schedule)....... 1,647,631 Click to see attachment1,697,564 1,713,883
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,007,857 Click to see attachment14,637,106 19,258,349
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment430 Click to see attachment470 Click to see attachment470
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,743,385 45,474,814 81,823,660
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 43,743,385 45,474,814
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 43,743,385 45,474,814
30 Total liabilities and net assets/fund balances (see instructions). 43,743,385 45,474,814
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
43,743,385
2
Enter amount from Part I, line 27a .....................
2
1,728,059
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,370
4
Add lines 1, 2, and 3 ..........................
4
45,474,814
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,474,814
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 PERSHING #9610 P 2020-01-01 2021-12-31
b SCHWAB #3147 P 2020-01-01 2021-12-31
c SCHWAB #4528 P 2020-01-01 2021-12-31
d ADAMS STREET GLOBAL P 2020-01-01 2021-12-31
e AG REALTY VALUE FUND X P 2021-01-01 2021-12-31
AG REALTY VALUE FUND X P 2020-01-01 2021-12-31
CREATION INVESTMENTS FUND II P 2021-01-01 2021-12-31
CREATION INVESTMENTS FUND IV P 2020-01-01 2021-12-31
LIZARD INTERNATIONAL FUND P 2020-01-01 2021-12-31
LIZARD INTERNATIONAL FUND P 2021-01-01 2021-12-31
ADAMS STREET LEADER 2020 FUND P 2020-01-01 2021-12-31
ADAMS STREET VENTURE INNOVATION FUND III P 2020-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,605,289   1,335,015 1,270,274
b 459,823   438,109 21,714
c 2,747,941   216,577 2,531,364
d 119,468     119,468
e 27,483     27,483
58,617     58,617
3,069     3,069
50,987     50,987
193,840     193,840
455,938     455,938
9,650     9,650
908     908
111,143     111,143
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       1,270,274
b       21,714
c       2,531,364
d       119,468
e       27,483
      58,617
      3,069
      50,987
      193,840
      455,938
      9,650
      908
      111,143
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 4,854,455
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 3 222,231
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 75,979
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 75,979
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 72,163
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 107,163
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 31,184
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet31,184 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletFINNEGANFAMILYFDN.ORG
    14
    The books are in care ofbulletKATHERINE M FINNEGAN Telephone no.bullet (312) 346-6000

    Located atbullet33 N DEARBORNCHICAGOIL ZIP+4bullet60602
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)
     
    No
    (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)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
    No
    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
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    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)
     
    No
    (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)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (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)
     
    No
    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
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    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
     
    No
    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
    ALBERT WARD MCCALLY III CHAIRMAN
    24.00     		77,030 0 0
    2440 NORTH LAKEVIEW AVENUE 6F
    CHICAGO,IL60614
    MARY FINNEGAN SECRETARY/DIRECTOR
    0.00     		0 0 0
    1133 MICHIGAN AVENUE
    EVANSTON,IL60202
    PAUL J FINNEGAN TREASURER/DIRECTOR
    0.00     		0 0 0
    1133 MICHIGAN AVENUE
    EVANSTON,IL60202
    KATHERINE M FINNEGAN PRESIDENT
    40.00     		120,819 0 0
    540 WEST WEBSTER APT 904
    CHICAGO,IL60614
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    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 N/A 0
    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.........................bullet0
    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
    54,561,725
    b
    Average of monthly cash balances.......................
    1b
    5,623,824
    c
    Fair market value of all other assets (see instructions)................
    1c
    17,287,601
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,473,150
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    77,473,150
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,162,097
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    76,311,053
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,815,553
    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
    3,815,553
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    75,979
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,498
    c
    Add lines 2a and 2b............................
    2c
    79,477
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,736,076
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,736,076
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,736,076
    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 3,736,076
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 557,482
    b From 2017...... 210,105
    c From 2018...... 43,981
    d From 2019...... 170,433
    e From 2020...... 504,048
    f Total of lines 3a through e ........ 1,486,049
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,028,133
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 3,736,076
    e Remaining amount distributed out of corpus 292,057
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,778,106
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		557,482
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,220,624
    10 Analysis of line 9:
    a Excess from 2017.... 210,105
    b Excess from 2018.... 43,981
    c Excess from 2019.... 170,433
    d Excess from 2020.... 504,048
    e Excess from 2021.... 292,057
    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).)
    MARY FINNEGAN
    PAUL J FINNEGAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    A BETTER CHICAGO
    200 WEST MADISON STREET 3RD FLOOR
    CHICAGO,IL60606     		NONE PC $100K TO GENERAL OPERATIONS AND $100K TO CATALYST FUND 200,000
    AARP FOUNDATION
    601 E ST NW
    WASHINGTON,DC20049     		NONE PC AARP EXPERIENCE CORPS/CHICAGO 20,000
    ACADEMY FOR URBAN SCHOOL LEADERSHIP
    3400 N AUSTIN AVE
    CHICAGO,IL60634     		NONE PC UNRESTRICTED 100,000
    ADVANCE ILLINOIS
    303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    ALL CHICAGO
    651 W WASHINGTON BLVD SUITE 504
    CHICAGO,IL60601     		NONE PC STUDENT EMERGENCY FUND 15,000
    ALLIANCE CHICAGO
    225 W ILLINOIS STREET SUITE 500
    CHICAGO,IL60654     		NONE PC JUNO4ME 20,000
    AMERICA NEEDS YOU
    82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    ASPIRITECH
    939 CHICAGO AVE
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 5,000
    BETTER FUTURE FORWARD
    20711 HOLT AVE PO BOX 1063
    LAKEVILLE,MN55044     		NONE PC CHICAGO PROGRAM 50,000
    BOOKS & BREAKFAST
    419 GREENWOOD ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 20,000
    BOTTOM LINE
    65 E WACKER PLACE SUITE 800
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 100,000
    BRAVEN
    100 N LASALLE STREET SUITE 310
    CHICAGO,IL60602     		NONE PC CHICAGO PROGRAM 50,000
    BRIGHT PROMISES
    70 E LAKE ST STE 1120
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 1,000
    CENTER FOR INDEPENDENT FUTURES
    1015 DAVIS ST
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 15,000
    CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVE SUITE 2200
    CHICAGO,IL60601     		NONE PC $10K TO CHICAGOLAND WORKFORCE FUNDER ALLIANCE; PROGRESSIVE POST-SECONDARY PATHWAYS FUND 10,000
    CHICAGO LIGHTS
    126 E CHESTNUT ST
    CHICAGO,IL60611     		NONE PC TUTORING PROGRAM 2,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST SUITE 2150
    CHICAGO,IL60606     		NONE PC FUND 5 - CHICAGO PRINCIPAL'S FELLOWSHIP PROGRAM 50,000
    CHICAGO SCHOLARS
    247 S STATE ST SUITE 700
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    CHILDCARE NETWORK OF EVANSTON
    1335 DODGE AVE
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 20,000
    CITY YEAR
    36 S WABASH AVE SUITE 1300
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 75,000
    CIVIC CONSULTING ALLIANCE
    21 S CLARK ST SUITE 4301
    CHICAGO,IL60603     		NONE PC EDUCATION PROJECTS 10,000
    CODE NATION
    85 BROAD ST C/O WEWORK 17TH FLOOR
    NEW YORK,NY10004     		NONE PC CHICAGO PROGRAM 20,000
    COLLEGE POSSIBLE
    833 N ORLEANS ST SUITE 400
    CHICAGO,IL60610     		NONE PC CHICAGO PROGRAM 50,000
    COMMUNITIES IN SCHOOLS
    815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 30,000
    CONNECTIONS FOR THE HOMELESS
    2121 DEWEY AVENUE
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 25,000
    CRADLES TO CRAYONS
    4141 W GEORGE STREET
    CHICAGO,IL60641     		NONE PC CHICAGO PROGRAM 30,000
    CURT'S CAFE
    2922 CENTRAL STREET
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 20,000
    EDUCATION PIONEERS
    177 HUNTINGTON AVE SUITE 1703-14991
    BOSTON,MA02115     		NONE PC CHICAGO PROGRAM 50,000
    EMBARC CHICAGO
    PO BOX 221450
    CHICAGO,IL60622     		NONE PC $30K TO WHOLE SCHOOL EXPERIENTIAL LEARNING AT CHICAGO TECH ACADEMY; 20K TO GENERAL OPERATING SUPPORT 50,000
    ERIE FAMILY HEALTH FOUNDATION
    1701 W SUPERIOR ST 3RD FLOOR
    CHICAGO,IL60622     		NONE PC EVANSTON/SKOKIE FEDERALLY-QUALIFIED HEALTH CENTER; $20K FOR GENERAL OPERATING SUPPORT; $15K SUPPLEMENTAL GIFT FOR COMMUNITY ENGAGEMENT HIRE 35,000
    ETHS FOUNDATION
    1600 DODGE AVENUE
    EVANSTON,IL60201     		NONE PC LITERACY LAB 15,000
    EVANSTON COMMUNITY FOUNDATION
    1560 SHERMAN AVE SUITE 535
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 25,000
    EVANSTON SCHOLARS
    1234 SHERMAN AVE SUITE 214
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 25,000
    FOREFRONT
    200 WEST MADISON STREET
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 7,339
    FOUNDATION 65
    PO BOX 750
    EVANSTON,IL60204     		NONE PC UNRESTRICTED 20,000
    FRIENDS OF THE CHILDREN - CHICAGO
    1512 S PULASKI RD
    CHICAGO,IL60623     		NONE PC UNRESTRICTED 25,000
    GENESYS WORKS
    180 N WABASH AVE SUITE 600
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 20,000
    GEORGETOWN UNIVERSITY
    37TH AND O ST NW
    WASHINGTON,DC20057     		NONE PC FUTUREED; TO SUPPORT RESEARCH AND WRITING BY JOSH ANDERSON 100,000
    GOLDEN APPLE FOUNDATION
    8 S MICHIGAN AVE SUITE 700
    CHICAGO,IL60603     		NONE PC GOLDEN APPLE SCHOLARS PROGRAM 25,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PC UNRESTRICTED 25,000
    GREENLIGHT FUND
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PC CHICAGO PROGRAM 25,000
    HEALTHY SCHOOLS CAMPAIGN
    2545 W DIVERSEY AVE SUITE 214
    CHICAGO,IL60647     		NONE PC UNRESTRICTED 10,000
    HELIX ILLINOIS
    6237 N CLARK ST
    CHICAGO,IL60660     		NONE PC HELIX CAF 5,000
    HEMENWAY SOUP KITCHEN
    933 CHICAGO AVENUE
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 2,000
    ILLINOIS NETWORK OF CHARTER SCHOOLS
    150 N MICHIGAN AVE STE 430
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 5,000
    IMENTOR CHICAGO
    332 S MICHIGAN 9TH FLOOR
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 100,000
    INFANT WELFARE SOCIETY OF EVANSTON
    2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    INGENUITY
    440 N WELLS ST SUITE 505
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 15,000
    INNOVATIONS FOR LEARNING
    13553 STATE ROAD 54 SUITE 50
    ODESSA,FL33556     		NONE PC CHICAGO PUBLIC SCHOOLS 15,000
    INTERNATIONAL NEIGHBORHOOD COLLABORATIVE
    7300 S COTTAGE GROVE AVE
    CHICAGO,IL60619     		NONE PC THE DOVETAIL PROJECT 15,000
    INTRINSIC SCHOOLS
    4540 W BELMONT AVE
    CHICAGO,IL60641     		NONE PC UNRESTRICTED 80,000
    JUMPSTART
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC CHICAGO PROGRAM 15,000
    KIDS FIRST CHICAGO
    21 S CLARK STREET SUITE 4300
    CHICAGO,IL60603     		NONE PC $25K OF GENERAL OPERATING SUPPORT; $20K FOR SQRP INITIATIVE 45,000
    KIPP CHICAGO SCHOOLS
    2007 S HALSTED ST
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 100,000
    LAWRENCE HALL YOUTH SERVICES
    4833 N FRANCISCO AVENUE
    CHICAGO,IL60625     		NONE PC UNRESTRICTED 12,000
    LEADING EDUCATORS
    201 SAINT CHARLES AVE SUITE 114 257
    NEW ORLEANS,LA70170     		NONE PC CHICAGO PROGRAM 50,000
    LEAP INNOVATIONS
    20 WEST KINZIE STREET SUITE 1500
    CHICAGO,IL60654     		NONE PC UNRESTRICTED 100,000
    LEARN CHARTER SCHOOL NETWORK
    PO BOX 08328
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 50,000
    LIFT
    200 WEST MADISON ST SUITE 1700
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 35,000
    LINK UNLIMITED
    2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 15,000
    MCGAW YMCA
    1000 GROVE STREET
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 30,000
    METROPOLITAN FAMILY SERVICES
    ONE NORTH DEARBORN 10TH FL
    CHICAGO,IL60602     		NONE PC GENERAL OPERATING SUPPORT FOR EVANSTON/SKOKIE VALLEY 100,000
    METROSQUASH
    6100 S COTTAGE GROVE AVE
    CHICAGO,IL60637     		NONE PC UNRESTRICTED 10,000
    NATIONAL COUNCIL ON TEACHER QUALITY
    1032 15TH STREET NW 242
    WASHINGTON,DC20005     		NONE PC ILLINOIS COMPONENT OF TEACHER PREP REVIEW 20,000
    NATIONAL LOUIS UNIVERSITY
    122 S MICHIGAN AVE
    CHICAGO,IL60603     		NONE PC ACCELERATE U PROGRAM 25,000
    NEW CLASSROOMS
    1250 BROADWAY 30TH FLOOR
    NEW YORK,NY10001     		NONE PC TEACH TO ONE/CHICAGO PROGRAM 50,000
    NEW LEADERS
    30 W 26TH ST FL 10
    NEW YORK,NY10010     		NONE PC CHICAGO PROGRAM 60,000
    NEW TEACHER CENTER
    1205 PACIFIC AVENUE SUITE 301
    SANTA CRUZ,CA95060     		NONE PC CHICAGO PROGRAM 25,000
    NOBLE NETWORK OF CHARTER SCHOOLS
    1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC NOBLE CHARTER SCHOOLS $100,000; SUMMER OF A LIFETIME: $5,000 105,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		NONE PC CREATE TEACHER RESIDENCY 35,000
    ONE MILLION DEGREES
    180 N WABASH SUITE 310
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 50,000
    ONEGOAL
    180 N WABASH AVE SUITE 800
    CHICAGO,IL60601     		NONE PC CHICAGO PROGRAM 100,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    200 S MICHIGAN AVE - SUITE 1410
    CHICAGO,IL60604     		NONE PC UNRESTRICTED 25,000
    PEER HEALTH EXCHANGE
    100 WEBSTER STREET SUITE 300
    OAKLAND,CA94607     		NONE PC CHICAGO PROGRAM 35,000
    POLICE FOR INC
    137 PINEBANK RD
    FLEMINGTON,NJ08822     		NONE PC NEW BLUE PROJECT; EVANSTON OFFICERS 24,000
    SAFER FOUNDATION
    571 W JACKSON BLVD
    CHICAGO,IL60661     		NONE PC CHICAGO PROGRAM 10,000
    SAGA EDUCATION
    10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SALVATION ARMY
    1403 SHERMAN AVENUE
    EVANSTON,IL60201     		NONE PC EVANSTON CORPS 15,000
    SKILLS FOR CHICAGOLAND'S FUTURE
    191 N WACKER DRIVE SUITE 1150
    CHICAGO,IL60606     		NONE PC BEYOND THE DIPLOMA PROGRAM 25,000
    SPARK
    67 E MADISON ST STE 2101
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 40,000
    START EARLY
    33 W MONROE ST SUITE 1200
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 100,000
    SURGE INSTITUTE
    2045 W GRAND AVENUE SUITE B PMB
    63441
    CHICAGO,IL606121577     		NONE PC CHICAGO PROGRAM 20,000
    TEACH FOR ALL
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PC UNRESTRICTED 100,000
    TEACH FOR AMERICA
    300 W ADAMS SUITE 1000
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    TEACH PLUS
    77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    TEACHERS SUPPORTING TEACHERS
    641 W LAKE ST 200
    CHICAGO,IL60661     		NONE PC UNRESTRICTED 30,000
    THE HARBOUR
    1440 RENAISSANCE DRIVE SUITE 240
    PARK RIDGE,IL60068     		NONE PC FOR SERVICES TO EVANSTON YOUTH 1,000
    THE MODERN CLASSROOMS PROJECT
    15 14TH STREET SE
    WASHINGTON,DC20003     		NONE PC CHICAGO PROGRAM 50,000
    THE MORAN CENTER FOR YOUTH ADVOCACY
    1900 A DEMPSTER ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 25,000
    THRIVE SCHOLARS
    3748 SOUTH WABASH UNIT 1
    CHICAGO,IL60653     		NONE PC CHICAGO PROGRAM 25,000
    TUTORING CHICAGO
    303 W MADISON SUITE 750
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 15,000
    UIC COLLEGE OF EDUCATION
    1040 W HARRISON STREET
    CHICAGO,IL60607     		NONE PC CENTER FOR URBAN EDUCATION LEADERSHIP 35,000
    UNIVERSITY OF CHICAGO EDUCATION LAB
    33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT 4TH FLOOR
    CHICAGO,IL60615     		NONE PC $15K TO TO & THROUGH INITIATIVE - MIDDLE GRADES NETWORK; $25K TO POVERTY LAB FOR UNDERSTANDING WHAT WORKS FOR WHOM IN COLLEGE SUCCESS; BUILDING LOW-COST EVALUATION TOOLS FOR COLLEGE SUCCESS PROGRAMS IN CHICAGO 40,000
    UNIVERSITY OF CHICAGO
    969 EAST 60TH ST
    CHICAGO,IL60637     		NONE PC NETWORK FOR COLLEGE SUCCESS - ANTI-RACIST LEADERS COMMUNITY (ALC) 50,000
    VOCEL
    1550 W CARROLL AVENUE SUITE 203
    CHICAGO,IL60607     		NONE PC UNRESTRICTED 50,000
    WOMEN HELPING OTHERS
    1431 JUDSON
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 2,500
    WORK ETHIC (WE) PROGRAM
    1904 GREEN BAY ROAD
    EVANSTON,IL60201     		NONE PC UNRESTRICTED 10,000
    YEAR UP
    223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH & OPPORTUNITY UNITED
    1911 CHURCH ST
    EVANSTON,IL60201     		NONE PC SUMMER LEARNING PROGRAM 40,000
    YOUTH JOB CENTER
    1114 CHURCH STREET
    EVANSTON,IL60201     		NONE PC YJC@ HIGH SCHOOL PROGRAM $35,000; UNRESTRICTED $15,000 50,000
    YOUTH WORKFORCE PERSISTENCE FOUNDATION
    120 W MADISON STREET SUITE 800
    CHICAGO,IL60602     		NONE PC UNRESTRICTED 20,000
    YWCA
    1215 CHURCH STREET
    EVANSTON,IL60201     		NONE PC EVANSTON/NORTH SHORE OPERATION 10,000
    Total .................................bullet 3a 3,826,839
    bApproved for future payment
    A BETTER CHICAGO
    200 WEST MADISON STREET 3RD FLOOR
    CHICAGO,IL60606     		NONE PC GENERAL OPERATING SUPPORT 200,000
    ADVANCE ILLINOIS
    303 E WACKER DRIVE SUITE 1925
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 10,000
    AMERICA NEEDS YOU
    82 NASSAU ST 60358
    NEW YORK,NY10038     		NONE PC CHICAGO PROGRAM 15,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST SUITE 1175
    CHICAGO,IL60606     		NONE PC UNRESTRICTED 400,000
    CITY YEAR
    36 S WABASH AVE SUITE 1300
    CHICAGO,IL60603     		NONE PC CHICAGO PROGRAM 75,000
    COLLEGE POSSIBLE
    833 N ORLEANS ST SUITE 400
    CHICAGO,IL60610     		NONE PC CHICAGO PROGRAM 75,000
    COMMUNITIES IN SCHOOLS
    815 W VAN BUREN ST SUITE 300
    CHICAGO,IL60607     		NONE PC CHICAGO PROGRAM 30,000
    FRIENDS OF THE CHILDREN - CHICAGO
    1512 S PULASKI RD
    CHICAGO,IL60623     		NONE PC UNRESTRICTED 60,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PC UNRESTRICTED 50,000
    INFANT WELFARE SOCIETY OF EVANSTON
    2200 MAIN ST
    EVANSTON,IL60202     		NONE PC UNRESTRICTED 15,000
    JUMPSTART
    308 CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC CHICAGO PROGRAM 15,000
    LEADING EDUCATORS
    201 SAINT CHARLES AVE SUITE 114 257
    NEW ORLEANS,LA70170     		NONE PC CHICAGO PROGRAM 50,000
    LEARN CHARTER NETWORK
    PO BOX 08328
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 225,000
    LINK UNLIMITED
    2221 S STATE ST
    CHICAGO,IL60616     		NONE PC UNRESTRICTED 20,000
    NOBLE NETWORK
    1 NORTH STATE ST 7-LOWER
    CHICAGO,IL60602     		NONE PC UNRESTRICTED 100,000
    SAGA EDUCATION
    10 LAUDHOLM RD
    NEWTON,MA02458     		NONE PC CHICAGO PROGRAM 10,000
    SPARK CHICAGO
    67 E MADISON STREET SUITE 2101
    CHICAGO,IL60603     		NONE PC UNRESTRICTED 40,000
    SURGE INSTITUTE
    2045 W GRAND AVENUE SUITE B PMB
    63441
    CHICAGO,IL60612     		NONE PC CHICAGO PROGRAM 20,000
    TEACH FOR AMERICA
    300 W ADAMS SUITE 1000
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 200,000
    TEACH PLUS
    77 W WASHINGTON ST SUITE 1215
    CHICAGO,IL60602     		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000
    UNIVERSITY OF CHICAGO EDUCATION LAB
    33 N LASALLE STREET SUITE 1600
    CHICAGO,IL60602     		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000
    VOCEL
    1550 W CARROLL AVENUE SUITE 203
    CHICAGO,IL60607     		NONE PC UNRESTRICTED 150,000
    YEARUP
    223 W JACKSON BLVD SUITE 400
    CHICAGO,IL60606     		NONE PC CHICAGO PROGRAM 100,000
    YOUTH JOB CENTER
    1114 CHURCH ST
    EVANSTON,IL60201     		NONE PC IN-SCHOOL TO OUT-OF-SCHOOL YOUTH TRANSITION PROGRAM 60,000
    Total .................................bullet 3b 1,960,000
    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 ...........     		    14 24  
    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 ............     		    18 4,854,455  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFROM PASS-THROUGH ACTIVITIES     		    01 9,476  
    bFROM PASS-THROUGH ACTIVITIES   0 01 -29,114 0
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 29,223 5,915,427 85,890
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,030,540
    (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.)
    04 THE AMOUNT REPORTED ON LINE 4 IS COMPRISED OF OTHER TAX-EXEMPT
    04 INTEREST INCOME.
    07 THE AMOUNT REPORTED ON LINE 7 IS COMPRISED OF OTHER NON-INVESTMENT
    07 RELATED INCOME AND NON-DIVIDEND DISTRIBUTIONS.
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    FINNEGAN FAMILY FOUNDATION
     
    Employer identification number

    36-4221334
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number
    36-4221334
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PAUL J FINNEGAN MARY FINNEGAN
    1133 MICHIGAN AVENUE
     
    EVANSTON, IL60202

    		$ 200,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number

    36-4221334
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    FINNEGAN FAMILY FOUNDATION
          		Employer identification number

    36-4221334
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL PROCESSING FEES 593 119 0 474

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ADOBE INC 1.9%&25 74,865 76,795
    AIR PRODUCTS AND 1.5%25 51,827 50,160
    AIR PRODUCTS AND 1.85%27 36,915 35,503
    AMERICAN EXPRESS 1.65%26 65,063 65,120
    AMERICAN TOWER C 2.95%25 30,661 31,175
    AMERICAN TOWER CO 1.6%26 49,984 49,505
    APPLE INC 0.55%25 74,848 73,175
    AT & T INC. 1.7% 26 49,942 49,771
    BANK OF AMERICA C VAR 26 80,025 80,945
    BNY MELLON INVEST 2.1%24 60,290 61,567
    BNY MELLON INVEST 1.05%26 25,006 24,355
    CATERPILLAR FINL 1.15%26 29,973 29,472
    CELANESE US HOLDINGS 3.5%24 44,978 46,940
    CITIGROUP INC VAR 27 49,383 48,607
    COMCAST CORP 2.35%27 26,421 25,864
    COSTCO WHOLESALE 1.375%27 41,029 39,699
    CROWN CASTLE INT 3.15%23 65,553 66,939
    CROWN CASTLE INT 1.05%26 19,962 19,305
    DELTA AIR LINES 3.204%25 75,025 77,312
    EQUINIX, INC (R 1.25%25) 49,910 49,113
    EXXON MOBILE COR 2.275%26 53,804 51,595
    JP MORGAN CHASE & VAR 26 41,718 40,495
    JP MORGAN CHASE & VAR 27 45,225 44,501
    MORGAN STANLEY 3.7%24 63,752 63,806
    MORGAN STANLEY VAR 26 26,320 25,449
    PEPSICO INC 2.25%25 25,007 25,851
    PFIZER INC.0.8%25 39,775 39,430
    PNC FINANCIAL SVCS GR 1.15%26 29,968 29,532
    SIMON PPTY GRP L 2%24 49,976 50,850
    STEEL DYNAMICS, I 2.8%24 79,965 82,900
    TRUIST FINL CORP 2.5%24 60,617 61,932
    U.S. BANCORP 3.1% 26 39,098 37,000
    US AIRWAYS GROUP 38,238 38,221
    VISA INC. 2.88%22 0 20,878
    VISA INC. 1.9%27 52,510 50,761
    WALMART INC. 1.05%26 49,931 49,360

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALIBABA GROUP 561,720 285,096
    ALPHABET INC 642,274 1,553,858
    APPLE INC. 177,488 1,160,598
    ASHTEAD GROUP PLC 164,111 245,423
    BERKSHIRE HATHAWAY B 198,921 527,735
    BERKSHIRE HATHAWAY INC DEL CL A 343,603 2,253,310
    BERKSHIRE HATHAWAY INC DEL CL B NEW 80,086 291,525
    BROOKFIELD ASSET MANAG F 9,257 11,273
    BROOKFIELD ASSET MGMT 528,871 1,578,454
    BROWN FORMAN CORP CL A 15,014 327,087
    CABLE ONE INC. COM 223,148 193,980
    CIE FINANCIERE RICHE MONT AG ZUG 136,758 1,274,040
    COMCAST 43,622 358,601
    CRP VIII (CARLYLE) PRIVATE 346,050 446,580
    DFA INT'L SMALL CAP VALUE PORTFOLIO 1,461,261 2,224,530
    GATEWAY FD-Y 700,000 899,494
    HEINEKEN HLDG NC SHS 316,315 1,012,264
    HIGHBRIDGE STRATEGIC CREDIT FUND 321,214 402,191
    HOTCHIKIS & WILEY VALUE 334,007 394,540
    HPS CORE SENIOR LENDING 429,821 443,662
    HPS CORE SENIOR LENDING II 327,773 333,996
    HPS MEZZANINE PRIVATE INVESTORS II 764,735 896,227
    HPS MEZZANINE PRIVATE INVESTORS III 364,400 408,998
    ISHARE MSCI ACWI 1,300,266 1,590,160
    ISHARES CORE S&P 500 ETF 300,082 600,053
    ISHARES CORE S&P SMALL CAP ETF 875,208 3,243,152
    ISHARES S&P SMALL CAP 1,474,196 2,836,069
    JLL INVESTMENT (JONES LANG) 1,533,190 1,697,933
    JP MORGAN CHASE & CO COM 343,138 605,214
    MARTIN MARIETTA MATLS INC COM 45,280 748,884
    MASTERCARD INC CL A COM 79,542 1,424,704
    MATTHEWS PACIFIC TIGER 300,000 328,554
    MIDCAP SPDR TRUST SERIES I 469,105 1,822,234
    NESTLE SA SPONSORED ADRS REGISTERED 233,164 1,659,875
    OAKMARK INT'L FD INST 1,483,310 1,605,903
    PACKAGING CORP OF AMERICA 5,425 1,011,867
    PERNOD RICARD ORD SHS 243,674 1,014,655
    PHILIP MORRIS INTL INC COM 314,169 991,515
    SPDR S&P 500 ETF 916,020 3,647,218
    SUN COMMUNITIES 151,607 2,393,448
    T-MOBILE US INC 194,615 1,508,784
    UNILEVER NV NEW YORK SHS NEW 328,694 670,439
    VANGUARD EMERGING MKTS ETF 124,357 177,314
    VANGUARD EMERGING MKTS STOCK 1,450,288 1,272,204
    VANGUARD MIDCAP INDEX FUND 1,593,269 5,204,417
    VANGUARD TOTAL INT'L STOCK IDX 1,121,755 1,504,029

    TY 2021 InvestmentsOtherSchedule2
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADAMS STREET GLOBAL AT COST 561,762 986,901
    AG DIRECT LENDING III AT COST 1,051,725 970,545
    AG REALTY VALUE FUND X AT COST 668,009 803,810
    CREATION INVEST FUND I AT COST 256,708 87,498
    CREATION INVEST FUND II AT COST 128,019 114,495
    CREATION INVEST FUND IV AT COST 277,321 1,074,824
    LIZARD INTERNATIONAL FUND AT COST 4,736,353 4,802,960
    SCULPTOR OVERSEAS FUND II AT COST 1,500,000 2,015,464
    STRATEGIC PARTNERS VIII AT COST 277,385 864,149
    THIRTEEN PARTNERS AT COST 4,000,000 6,141,640
    ADAMS ST LEADER FUND 2020 AT COST 67,472 81,760
    ADAMS ST VENTURE INNOVATION FUND III AT COST 112,352 192,416
    THIRTEEN PARTNERS, CONCENTRATED AT COST 1,000,000 1,121,887

    TY 2021 OtherAssetsSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HEALTH INSURANCE DEPOSIT 430 470 470


    TY 2021 OtherExpensesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 1,630 326 0 1,304
    ELECTRIC 570 114 0 456
    FILING FEES 15 0 0 15
    INSURANCE 2,203 441 0 1,762
    MISCELLANEOUS 25 5 0 20
    OFFICE SUPPLIES 322 64 0 258
    SOFTWARE 764 153 0 611
    TELEPHONE 2,050 410 0 1,640


    TY 2021 OtherIncomeSchedule2
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MADOFF VICTIM'S FUND PAYOUT 199 0 0
    NONDIVIDEND DISTRIBUTIONS 84,846 0 0
    ADR SETTLEMENT 34 34 0
    MISC. OTHER INCOME 75 75 0
    JP MORGAN #2983 - SETTLEMENT INCOME 71 0 0
    FROM PASS-THROUGH ACTIVITIES 9,476 -19,747 0
    FROM PASS-THROUGH ACTIVITIES 0 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Description Amount
    OTHER BASIS ADJUSTMENT 3,370


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES & EXPENSES 349,382 349,379 0 0


    TY 2021 TaxesSchedule
    Name:
    FINNEGAN FAMILY FOUNDATION
    EIN:
    36-4221334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 49,646 49,646 0 0
    FEDERAL PAYROLL 14,741 2,948 0 11,793
    EXCISE TAXES 25,000 0 0 0