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
FIFTH THIRD CHICAGOLAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6111 NORTH RIVER ROAD SUITE 1100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSEMONT, IL60018
A Employer identification number

20-3216854
B Telephone number (see instructions)

(888) 422-6562
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$4,990,417
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 163 163  
4 Dividends and interest from securities... 127,544 127,544  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -22,530
b Gross sales price for all assets on line 6a 2,107,605
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 105,177 127,707  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 17,005 0   17,005
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,253 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 41,574 41,349   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,832 41,349   17,005
25 Contributions, gifts, grants paid....... 3,405,069 3,405,069
26 Total expenses and disbursements. Add lines 24 and 25 3,464,901 41,349   3,422,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,359,724
b Net investment income (if negative, enter -0-) 86,358
c Adjusted net income (if negative, enter -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 2 2
2 Savings and temporary cash investments......... 2,886,822 1,657,232 1,657,232
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)....... 5,488,549 Click to see attachment3,358,414 3,333,183
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 8,375,373 5,015,648 4,990,417
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,375,373 5,015,648
29 Total net assets or fund balances (see instructions)..... 8,375,373 5,015,648
30 Total liabilities and net assets/fund balances (see instructions). 8,375,373 5,015,648
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
8,375,373
2
Enter amount from Part I, line 27a .....................
2
-3,359,724
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,015,649
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,015,648
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 150,000 SHS SIMON PPTY GROUP LP P   2021-01-27
b 150,000 SHS COCA COLA CO P   2021-03-08
c 150,000 SHS BANK NEW YORK MELLON CORP P   2021-03-15
d 150,000 SHS UNITED PARCEL SVC INC P   2021-04-01
e 150,000 SHS APPLE INC SR GLBL NT P   2021-05-06
150,000 SHS STATE STREET CORP P   2021-05-19
150,000 SHS NORHTERN TR CORP P   2021-08-23
150,000 SHS TOYOTA MTR CR CORP MEDIUM TERM P   2021-09-15
150,000 SHS INTEL CORP P   2021-10-01
150,000 SHS MASTERCARD INC P   2021-10-21
150,000 SHS EMERSON ELECTRIC CO P   2021-11-01
150,000 SHS HONEYWELL INTL INC P   2021-11-01
150,000 SHS PHILIP MORRIS INTL INC P   2021-11-15
150,000 SHS US BANCORP MEDIUM TERM NTS P   2021-12-23
(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 150,732   151,329 -597
b 156,873   153,395 3,478
c 150,000   151,211 -1,211
d 150,000   150,642 -642
e 150,000   152,345 -2,345
150,000   150,324 -324
150,000   153,927 -3,927
150,000   154,331 -4,331
150,000   154,399 -4,399
150,000   150,608 -608
150,000   152,408 -2,408
150,000   150,195 -195
150,000   152,702 -2,702
150,000   152,319 -2,319
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       -597
b       3,478
c       -1,211
d       -642
e       -2,345
      -324
      -3,927
      -4,331
      -4,399
      -608
      -2,408
      -195
      -2,702
      -2,319
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 -22,530
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  
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 1,200
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 1,200
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,645
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,645
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 9,445
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,445 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
 
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
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletHEIDI B JARK Telephone no.bullet (513) 534-4397

    Located atbullet38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+4bullet45202
    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)
     
    No
    (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
     
     
    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
    HEIDI B JARK PRESIDENT, SECRETARY & DIRECTOR
    8.00
    0 0 0
    38 FOUNTAIN SQUARE PLAZA MD1090VD
    CINCINNATI,OH45202
    NICOLE JOHNSON-SCALES THRU APRIL 30 VICE PRESIDENT, SECRETARY & DIRECTOR
    4.00
    0 0 0
    38 FOUNTAIN SQUARE PLAZA MD1090VD
    CINCINNATI,OH45202
    MICHAEL F KENNEDY VICE PRESIDENT, TREASURER & DIRECTOR
    4.00
    0 0 0
    38 FOUNTAIN SQUARE PLAZA MD1090VD
    CINCINNATI,OH45202
    MARK HOPPE BEGINNING MAY 14 DIRECTOR
    4.00
    0 0 0
    38 FOUNTAIN SQUARE PLAZA MD1090VD
    CINCINNATI,OH45202
    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  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    2,258,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,258,119
    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
    2,258,119
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,872
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,224,247
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    111,212
    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
    111,212
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,200
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,200
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    110,012
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    110,012
    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
    110,012
    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 7 110,012
    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...... 1,035,822
    b From 2017...... 1,042,922
    c From 2018...... 1,382,801
    d From 2019...... 2,281,076
    e From 2020...... 3,213,640
    f Total of lines 3a through e ........ 8,956,261
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,422,074
    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..... 110,012
    e Remaining amount distributed out of corpus 3,312,062
    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 12,268,323
    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) ...
    1,035,822
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    11,232,501
    10 Analysis of line 9:
    a Excess from 2017.... 1,042,922
    b Excess from 2018.... 1,382,801
    c Excess from 2019.... 2,281,076
    d Excess from 2020.... 3,213,640
    e Excess from 2021.... 3,312,062
    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 e-mail address of the person to whom applications should be addressed:
    CAROL A WRIGHT
    38 FOUNTAIN SQUARE PLAZA MD1090CA
    CINCINNATI,OH45202
    (513) 534-5456
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE REFER TO THE WEBSITE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DESIGNED TO SERVE THE GREATER CHICAGOLAND AREA
    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
    ADLER UNIVERSITY
    17 N DEARBORN ST
    CHICAGO,IL60602
    NONE PUBLIC CHARITY COMMUNITY SERVICES 35,000
    ALLIES FOR COMMUNITY BUSINESS
    135 N KEDZIE AVE
    CHICAGO,IL606121823
    NONE PUBLIC CHARITY COMMUNITY 100,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
    225 E CHICAGO AVENUE BOX 4
    CHICAGO,IL606112991
    NONE PUBLIC CHARITY COMMUNITY SERVICES 50,000
    ASPIRE
    1815 S WOLF ROAD
    HILLSIDE,IL60162
    NONE PUBLIC CHARITY COMMUNITY 15,000
    BARACK OBAMA FOUNDATION
    5235 S HARPER CT SUITE 1140
    CHICAGO,IL606154281
    NONE PUBLIC CHARITY COMMUNITY 500,000
    BLESSINGS IN A BACKPAK
    135 S LASALLE ST
    CHICAGO,IL60603
    NONE PUBLIC CHARITY COMMUNITY 50,000
    BOTTOM LINE - CHICAGO
    65 E WACKER PL STE 800
    CHICAGO,IL60601
    NONE PUBLIC CHARITY EDUCATION 12,000
    BUILD INCORPORATED
    5100 W HARRISON STREET
    CHICAGO,IL60644
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    CATALYST SCHOOLS
    6727 S CALIFORNIA AVE
    CHICAGO,IL60629
    NONE PUBLIC CHARITY EDUCATION 10,000
    CHICAGO COMMONS
    515 E 50TH STREET
    CHICAGO,IL60615
    NONE PUBLIC CHARITY COMMUNITY 20,000
    CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVENUE - SUITE 2200
    CHICAGO,IL60601
    NONE PUBLIC CHARITY COMMMUNITY SERVICE 12,500
    CHICAGO COMMUNITY LOAN FUND
    29 EAST MADISON STREET - SUITE 1700
    CHICAGO,IL60602
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 10,000
    CHICAGO COOK WORKFORCE PARTNERSHIP
    69 W WASHINGTON STREET
    CHICAGO,IL60602
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    CHICAGO DEBATE COMMISSION
    67 E MADISON ST SUITE 1616
    CHICAGO,IL60603
    NONE PUBLIC CHARITY COMMUNITY 20,000
    CHICAGO FOUNDATION FOR WOMEN
    140 S DEARBORN STREET
    CHICAGO,IL60603
    NONE PUBLIC CHARITY COMMUNITY 10,000
    CHICAGO HISTORICAL SOCIETY
    1601 N CLARK STREET
    CHICAGO,IL60614
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    CHICAGO SHAKESPEARE THEATRE
    800 EAST GRAND AVENUE
    CHICAGO,IL60611
    NONE PUBLIC CHARITY COMMUNITY SERVICE 20,000
    CHICAGO SINFONIETTA
    70 E LAKE STREET SUITE 1430
    CHICAGO,IL60601
    NONE PUBLIC CHARITY COMMUNITY SERVICE 15,000
    CHICAGO URBAN LEAGUE
    4510 SOUTH MICHIGAN AVE
    CHICAGO,IL60653
    NONE PUBLIC CHARITY COMMUNITY SERVICE 100,000
    CHILDREN FIRST FUND
    200 W MADISON ST 2ND FLOOR
    CHICAGO,IL606533816
    NONE PUBLIC CHARITY EDUCATION 205,600
    CITY YEAR CHICAGO
    36 S WABASH SUITE 1300
    CHICAGO,IL60603
    NONE PUBLIC CHARITY COMMUNITY SERVICE 25,000
    COMMUNITY ACTION PARTNERSHIP
    2424 WASHINGTON ST
    WAUKEGAN,IL60085
    NONE PUBLIC CHARITY COMMUNITY SERVICES 10,000
    COMMUNITY CANCER RESEARCH
    926 RIDGE ROAD
    MUNSTER,IN46321
    NONE PUBLIC CHARITY COMMUNITY SERVICE 25,000
    COMMUNITY INVESTMENT CORPORATION
    222 S RIVERSIDE PLAZA SUITE 2200
    CHICAGO,IL60606
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 500,000
    DOMINICAN UNIVERSITY
    7900 WEST DIVISION STREET
    RIVER FOREST,IL60305
    NONE PUBLIC CHARITY EDUCATION 65,000
    ENLACE CHICAGO
    2759 S HARDING AVE
    CHICAGO,IL606234407
    NONE PUBLIC CHARITY COMMUNITY 20,000
    ENVISION UNLIMITED
    8 SOUTH MICHIGAN 17TH FLOOR
    CHICAGO,IL606033357
    NONE PUBLIC CHARITY COMMUNITY 25,000
    FAMILY FOCUS
    310 S PEORIA ST SUITE 301
    CHICAGO,IL606073534
    NONE PUBLIC CHARITY COMMUNITY 15,000
    FAR SOUTHSIDE CDC
    837 W 115TH STREET
    CHICAGO,IL60643
    NONE PUBLIC CHARITY COMMUNITY SERVICE 15,000
    FOOD BANK OF NORTHWEST INDIANA
    6490 BROADWAY
    MERRILLVILE,IL464103008
    NONE PUBLIC CHARITY COMMUNITY 10,000
    FOREFRONT CO FBRK IMPACT HOUSE
    200 W MADISON ST 2ND FLOOR
    CHICAGO,IL60606
    NONE PUBLIC CHARITY COMMUNITY 10,000
    GOLDEN APPLE FOUNDATION
    8 S MICHIGAN AVE SUITE 700
    CHICAGO,IL606033463
    NONE PUBLIC CHARITY COMMUNITY 5,000
    GREATER AUBURN GRESHAM
    1159 W 79TH STREET
    CHICAGO,IL60620
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    GREENWOOD ARCHER CAPITAL
    1000 EAST 111TH ST 10TH FLOOR
    CHICAGO,IL606284614
    NONE PUBLIC CHARITY COMMUNITY 25,000
    GROWING HOME
    825 W 69TH ST 2ND FLOOR
    CHICAGO,IL606211709
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 10,000
    HACIA SCHOOL SCHOLARSHIP & EDUCATION FUND
    650 W LAKE ST SUTIE 415
    CHICAGO,IL606611000
    NONE PUBLIC CHARITY EDUCATION 30,000
    HAMMOND DEVELOPMENT CORP
    5233 HOHMAN AVENUE
    HAMMOND,IN46320
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    HELPING HAND CENTER
    9649 W 55 STREET
    COUNTRYSID,IL60525
    NONE PUBLIC CHARITY COMMUNITY SERVICE 15,000
    HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS
    9603 WOODS DR
    SKOKIE,IL600771095
    NONE PUBLIC CHARITY COMMUNITY 25,000
    HOLY TRINITY HIGH SCHOOL
    1443 WEST DIVISION ST
    CHICAGO,IL606423324
    NONE PUBLIC CHARITY COMMUNITY 10,000
    HOUSING ACTION ILLINOIS
    67 E MADISON ST SUITE
    CHICAGO,IL60603
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 10,000
    HOWARD BROWN HEALTH CENTER
    4025 N SHERIDAN ROAD
    CHICAGO,IL60613
    NONE PUBLIC CHARITY COMMUNITY SERVICES 17,500
    JANE ADDAMS RESOURCE CORP
    4432 N RAVENSWOOD
    CHICAGO,IL60640
    NONE PUBLIC CHARITY COMMUNITY 5,000
    JUNIOR ACHIEVEMENT OF CHICAGO
    651 W WASHINGTON BLVD SUITE 404
    CHICAGO,IL606612126
    NONE PUBLIC CHARITY COMMUNITY SERVICE 25,000
    KIDS FIRST CHICAGO FOR EDUCATION
    21 S CLARK ST SUITE 4301
    CHICAGO,IL606032022
    NONE PUBLIC CHARITY COMMUNITY 10,000
    KIPP CHICAGO
    2007 S HALSTED
    CHICAGO,IL60608
    NONE PUBLIC CHARITY COMMUNITY 10,000
    KOHL CHILDRENS MUSEUM OF GREATER CHICAGO
    2100 PATRIOT BOULEVARD
    GLENVIEW,IL600268090
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    LEADERSHIP GREATER CHICAGO
    205 W WACKER DR SUITE 1400
    CHICAGO,IL60606
    NONE PUBLIC CHARITY COMMUNITY 10,000
    LIBENU
    8052 MONTICELLO AVE
    SKOKIE,IL60076
    NONE PUBLIC CHARITY COMMUNITY 10,000
    LINK UNLIMITED SCHOLARS
    2221 S STATE STREET
    CHICAGO,IL60616
    NONE PUBLIC CHARITY COMMUNITY SERVICE 25,000
    LOCAL INITIATIVES SUPPORT CORP
    10 S RIVERSIDE PLAZA STE 1700
    CHICAGO,IL60606
    NONE PUBLIC CHARITY COMMUNITY 25,000
    MCDERMOTT CENTER-HAYMARKET CENTER
    120 N SANGAMONT ST
    CHICAGO,IL60607
    NONE PUBLIC CHARITY COMMUNITY SERVICES 10,000
    MERCY HOUSING LAKEFRONT
    120 SOUTH LASALLE STREET SUITE 1850
    CHICAGO,IL60603
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 10,000
    METROPOLITAN FAMILY SERVICES OF DUPAGE
    222 EAST WILLOW AVE
    WHEATON,IL60187
    NONE PUBLIC CHARITY COMMUNITY SERVICES 15,000
    MOOSE CHARITIES
    155 S INTERNATIONAL DR
    MOOSEHEART,IL605391100
    NONE PUBLIC CHARITY COMMUNITY 25,000
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 7410354
    CHICAGO,IL60674
    NONE PUBLIC CHARITY COMMUNITY 5,000
    MUSIC AND DANCE THEATER CHICAGO
    205 E RANDOLPH DRIVE
    CHICAGO,IL60601
    NONE PUBLIC CHARITY COMMUNITY 10,000
    NAMASTE CHARTER SCHOOL
    3737 S PAULINA STREET
    CHICAGO,IL60609
    NONE   EDUCATION 10,000
    NEAR NORTH MONTESSORI SCHOOL
    1434 WEST DIVISION STREET
    CHICAGO,IL60642
    NONE PUBLIC CHARITY EDUCATION 10,000
    NEIGHBORHOOD HOUSING SERVICES OF CHICAGO INC
    1279 N MILWAUKEE 5TH FLOOR
    CHICAGO,IL60622
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 65,000
    NORTH LAWNDALE EMPLOYMENT NETWORK
    3726 W FLOURNOY STREET
    CHICAGO,IL60624
    NONE PUBLIC CHARITY COMMUNITY SERVICES 25,000
    NORTHWEST SIDE HOUSING CENTER
    5233 W DIVERSEY AVENUE
    CHICAGO,IL606391501
    NONE PUBLIC CHARITY AFFORDABLE HOUSING 10,000
    NORWEGIAN AMERICAN HOSPITAL (NOW HUMBOLDT & PARK HEALTH FOUNDATION)
    1044 N FRANSISCO AVE
    CHICAGO,IL606222743
    NONE PUBLIC CHARITY COMMUNITY 20,000
    OAK PARK REGIONAL HOUSING CTR
    1041 SOUTH BOULEVARD
    OAK PARK,IL603022811
    NONE PUBLIC CHARITY COMMUNITY 35,000
    ONE MILLION DEGREES
    180 N WABASH AVE SUITE 310
    CHICAGO,IL60601
    NONE PUBLIC CHARITY EDUCATION 15,000
    PARTNERS IN COMMUNITY BUILDING
    4643 S WABASH AVENUE
    CHICAGO,IL60653
    NONE PUBLIC CHARITY COMMUNITY 5,000
    PLYMOUTH PLACE
    315 N LA GRANGE RD
    LA GRANGE,IL60526
    NONE PUBLIC CHARITY COMMUNITY 5,000
    PROVIDENCE ST MEL SCHOOL
    119 S CENTRAL PARK BLVD
    CHICAGO,IL60624
    NONE PUBLIC CHARITY COMMUNITY SERVICE 20,000
    REBUILDING TOGETHER METRO CHICAGO
    4507 N RAVENSWOOD AVE S106
    CHICAGO,IL606405218
    NONE PUBLIC CHARITY COMMUNITY 20,000
    RESURRECTION PROJECT
    1805 S PAULINA ST
    CHICAGO,IL606082805
    NONE PUBLIC CHARITY COMMUNITY 30,000
    RESURRECTION UNIVERSITY DBA OAK POINT
    PO BOX 4988
    OAK BROOK,IL60522
    NONE PUBLIC CHARITY EDUCATION 10,000
    ST PATRICK HIGH SCHOOL
    5900 W BELMONT AVE
    CHICAGO,IL60634
    NONE PUBLIC CHARITY EDUCATION 12,000
    SWEDISH HOSPITAL FOUNDATION
    5145 N CALIFORNIA AVE
    CHICAGO,IL606253661
    NONE PUBLIC CHARITY COMMUNITY SERVICE 25,000
    THE NEIGHBORHOOD PROJECT
    32 S BROADWAY
    AURORA,IL60505
    NONE PUBLIC CHARITY COMMUNITY 15,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL606132193
    NONE PUBLIC CHARITY COMMUNITY 45,000
    UMOJA STUDENT DEVELOPMENT CORPORATION
    910 W VAN BUREN ST SUITE 710
    CHICAGO,IL60607
    NONE PUBLIC CHARITY COMMUNITY SERVICE 144,375
    UNITY WAY OF METROPOLITAN CHICAGO
    333 SOUTH WABASH AVENUE 30TH FLOOR
    CHICAGO,IL60604
    NONE PUBLIC CHARITY COMMUNITY SERVICE 201,000
    WINDOW TO THE WORLD
    5400 N ST LOUIS AVE
    CHICAGO,IL606254698
    NONE PUBLIC CHARITY COMMUNITY 215,000
    WOMEN'S BUSINESS DEVELOPMENT CTR
    8 S MICHIGAN AVE FLOOR 400
    CHICAGO,IL60603
    NONE PUBLIC CHARITY COMMUNITY SERVICE 35,000
    YOUTH JOB CENTER OF EVANSTON INC
    1114 CHURCH STREET
    EVANSTON,IL60201
    NONE PUBLIC CHARITY EDUCATION 105,094
    YWCA METROPOLITAN CHICAGO
    1 N LASALLE STREET SUITE 115
    CHICAGO,IL606024039
    NONE PUBLIC CHARITY COMMUNITY SERVICE 10,000
    Total .................................bullet 3a 3,405,069
    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 ...........
        14 163  
    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 -22,530  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 105,177 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    105,177
    (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 InvestmentsCorpBondsSchedule
    Name:
    FIFTH THIRD CHICAGOLAND FOUNDATION
    EIN:
    20-3216854
    Name of Bond End of Year Book Value End of Year Fair Market Value
    150,000 SHS BLACKROCK INC 156,186 151,820
    150,000 SHS CHEVRON CORP NEW SR GLBL NT 152,283 150,266
    150,000 SHS CISCO SYS INC SR NT 154,827 151,665
    150,000 SHS DEERE JOHN CAP CORP MTNS 152,480 150,021
    150,000 SHS WALT DISNEY COMPANY 152,201 151,956
    150,000 SHS EXXON MOBIL CORP 150,571 151,314
    150,000 SHS GENERAL DYNAMICS CORP 151,694 151,617
    150,000 SHS GLAXOSMITHKLINE CAP INC SR NT 154,148 153,657
    150,000 SHS HOME DEPOT INC SR NT 155,109 150,672
    150,000 SHS LILLY ELI & CO. 151,955 151,143
    150,000 SHS MICROSOFT CORP 152,150 150,018
    150,000 SHS NOVARTIS CAPITAL CORP 152,874 152,267
    150,000 SHS ORACLE CORP SR NT 152,085 150,617
    150,000 SHS PEPSICO INC SR GLBL NT 151,707 150,698
    150,000 SHS PRECISION CASTPARTS CORP 152,856 152,220
    150,000 SHS CHARLES SCHWAB CORP 152,924 152,783
    150,000 SHS TJX COS INC NEW NT 152,618 152,835
    150,000 SHS TARGET CORP 153,727 150,122
    150,000 SHS TEXAS INSTRS INC 149,967 150,557
    150,000 SHS 3M CO SR GLBL NT 149,427 151,671
    150,000 SHS VISA INC SR GLBL 154,220 152,774
    150,000 SHS WAL-MART STORES INC 152,405 152,490

    TY 2021 LegalFeesSchedule
    Name:
    FIFTH THIRD CHICAGOLAND FOUNDATION
    EIN:
    20-3216854
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 17,005 0   17,005


    TY 2021 OtherDecreasesSchedule
    Name:
    FIFTH THIRD CHICAGOLAND FOUNDATION
    EIN:
    20-3216854
    Description Amount
    ADJUSTMENT 1


    TY 2021 OtherExpensesSchedule
    Name:
    FIFTH THIRD CHICAGOLAND FOUNDATION
    EIN:
    20-3216854
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIFTH THIRD BANK - TRUSTEE FEES 41,349 41,349   0
    FIFTH THIRD BANK - TAX SERVICE 225 0   0


    TY 2021 TaxesSchedule
    Name:
    FIFTH THIRD CHICAGOLAND FOUNDATION
    EIN:
    20-3216854
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2021 ESTIMATED TAXES 1,253 0   0