Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE CODE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)156 N JEFFERSON 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60661
A Employer identification number

36-4159492
B Telephone number (see instructions)

(312) 642-0006
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$31,478,157
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) 3,114,366
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,595 19,595  
4 Dividends and interest from securities... 345,890 345,890  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,399,026
b Gross sales price for all assets on line 6a 5,863,041
7 Capital gain net income (from Part IV, line 2)... 3,562,525
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)....... 65,276 1,100 0
12 Total. Add lines 1 through 11........ 5,944,153 3,929,110 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 315 0 0 13
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 79,280 78,500 0 780
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,595 78,500 0 793
25 Contributions, gifts, grants paid....... 1,932,500 1,932,500
26 Total expenses and disbursements. Add lines 24 and 25 2,012,095 78,500 0 1,933,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,932,058
b Net investment income (if negative, enter -0-) 3,850,610
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............. 1,061,455 885,542 885,542
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet584,543
Less: allowance for doubtful accounts bullet   1,036,640 584,543 584,543
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)....... 4,380,780 Click to see attachment6,069,677 3,484,223
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment23,335,421 Click to see attachment26,118,613 Click to see attachment26,523,849
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,814,296 33,658,375 31,478,157
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........ 29,814,296 33,658,375
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)..... 29,814,296 33,658,375
30 Total liabilities and net assets/fund balances (see instructions). 29,814,296 33,658,375
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
29,814,296
2
Enter amount from Part I, line 27a .....................
2
3,932,058
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,021
4
Add lines 1, 2, and 3 ..........................
4
33,758,375
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
100,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,658,375
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 K-1S P    
b CHARLES SCHWAB 7705-5164 DETAILS AVALIBLE UPON REQUEST D    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,446,375   206,752 2,239,623
b 3,416,666   2,093,764 1,322,902
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,239,623
b       1,322,902
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,562,525
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 2,239,623
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 53,523
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 53,523
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,816
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 36,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,816
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 36,293
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet36,293 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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANDREW W CODE Telephone no.bullet (312) 662-5486

    Located atbullet156 N JEFFERSON SUITE 300CHICAGOIL ZIP+4bullet60661
    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
    Yes
     
    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
     
    No
    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
    ANDREW W CODE PRESIDENT
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    SUSAN K CODE SECRETARY
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    PAIGE P WALSH VICE PRESIDENT
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    KEVIN CODE DIRECTOR
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    BLAKE THOELE TREASURER
    1.00
    0 0 0
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60661
    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 DR. LUCY AMANIYO - UGANDAN DOCTOR AT A MEDICAL CAMP IN NAKASAJJA - LOW INTEREST LOAN 90,146
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet90,146
    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
    4,860,673
    b
    Average of monthly cash balances.......................
    1b
    576,187
    c
    Fair market value of all other assets (see instructions)................
    1c
    26,523,850
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,960,710
    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
    31,960,710
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    479,411
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    31,481,299
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,574,065
    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
    1,574,065
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    53,523
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    106,712
    c
    Add lines 2a and 2b............................
    2c
    160,235
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,413,830
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,156,644
    5
    Add lines 3 and 4............................
    5
    2,570,474
    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
    2,570,474
    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 2,570,474
    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...... 2,852,977
    b From 2017...... 2,067,418
    c From 2018...... 2,573,263
    d From 2019...... 450,328
    e From 2020......  
    f Total of lines 3a through e ........ 7,943,986
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,023,439
    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..... 2,023,439
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 547,035 547,035
    (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 7,396,951
    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) ...
    2,305,942
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    5,091,009
    10 Analysis of line 9:
    a Excess from 2017.... 2,067,418
    b Excess from 2018.... 2,573,263
    c Excess from 2019.... 450,328
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ANDREW W CODE
    SUSAN K CODE
    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:
    ANDREW W CODE
    156 N JEFFERSON SUITE 300
    CHICAGO,IL60611
    (312) 876-3945
    bThe form in which applications should be submitted and information and materials they should include:
    RECIPIENT NAME AND ADDRESS, TAX-EXEMPT STATUS, AND AMOUNT REQUESTED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    CHRISTIAN LIFE MINISTRIES
    3821 LONG PRARIE ROAD SUITE 200
    FLOWER MOUND,TX75028
    NONE PC UNRESTRICTED 400,000
    DR LUCY AMMAMIYO
    MEDICAL CAMP
    NAKASJJA   00000
    UG
    NONE PC PROVIDE FUNDING FOR A MEDICAL CAMP IN UGANDA 26,500
    EL SHADDAI MINISTRIES INTERNATIONAL
    C/O THE KEYES COMPANY 2121 SW 3RD
    AVE SUITE 601
    MIAMI,FL33129
    NONE PC UNRESTRICTED 500,000
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION
    11625 RAINWATER DRIVE SUITE 500
    ALPHARETTA,GA30009
    NONE PC UNRESTRICTED 1,000,000
    UNIVERSITY OF IOWA FOUNDATION
    ATTN DAVE DIERKS ONE WEST PARK ROAD
    IOWA CITY,IA52444
    NONE PC UNRESTRICTED 6,000
    Total .................................bullet 3a 1,932,500
    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 19,595  
    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 2,399,026  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNET INCOME FROM PASS-THROUGH ENTITIES
    525990 65,276      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 65,276 2,764,511 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,829,787
    (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
    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
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    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
    THE CODE FAMILY FOUNDATION
     
    Employer identification number
    36-4159492
    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
    ANDREW W AND SUSAN K CODE
    1962 GULF SHORE BOULEVARD
     
    NAPLES, FL34102

    $ 3,114,366


    (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
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    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
    1
    10,000 SHRS ELLINGTON STOCK17,000 SHRS FORTERRA STOCK1,200 SHRS LITHIA STOCK10,0000 SHRS TEMPE $ 3,114,366 2021-08-11
    (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
    THE CODE FAMILY FOUNDATION
     
    Employer identification number

    36-4159492
    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 InvestmentsCorpStockSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB SECURITIES 6,069,677 3,484,223

    TY 2021 OtherAssetsSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRAIRIE CAPITAL III QP LP 1,584 0 0
    ABERDEEN FOF V LP 57,749 5,257 -38
    VOGEN FUNDING LP (CAPX) 35,857 35,742 35,742
    RESOURCE LAND FUND III LLC 136,570 61,664 61,664
    HUIZENGA LTD 207,685 207,685 1,048,266
    PRAIRIE CAPITAL IV QP, LP 12,668 17,217 16,892
    RESOURCE LAND FUND IV LLC 81,114 28,314 28,312
    CREATION INVESTMENT SOCIAL VENTURES FUND I 1,036,668 1,083,002 1,044,802
    PRAIRIE CAPITAL V LP 117,404 112,534 112,744
    RIO ENERGY LLC 104,536 104,086 109,047
    THE PARADIGM PROJECT L3C -22,306 -22,306 -22,306
    IN:CAST, LLC 33 33 0
    CAPX FUND IV LP 137,942 152,883 153,120
    MENLO REALTY PARTNERS IV -14,843 31,462 19,234
    NAZARETH HOLDINGS 0 0 0
    5812 FUND LLC 1,322,586 0 0
    5812 GROUP LLC 129,632 0 0
    DIGNITY PRODUCTS AND SERVICES 79,170 76,590 76,590
    TEGU 0 0 0
    CAPROCQ CORE REAL ESTATE FUND 111,013 95,599 95,603
    WICHITA AIRPORT HOSPITALITY -19,573 -15,082 -15,082
    SPRINGHILL SANERGY INVESTORS 70,621 70,364 70,364
    RDG FUND 5 26,472 0 0
    NEW HARBOR CAPITAL FUND LP 402,195 258,139 274,578
    PROMUS ACCESS I LP 715,919 468,986 539,619
    VINTAGE 3 LLC -2,696 0 0
    INTELEPEER PREFERRED STOCK 47,322 0 0
    INCIITE MEDIA LLC 190,610 184,718 124,534
    PRAIRIE CAPITAL III SPV QP LP 2,109 0 0
    PROMUS REALITY INCOME I 559,852 397,794 343,812
    CANJEL ENERGY LLC 23,357 26,981 30,284
    DANALI CAPITAL CLO XI LTD 155,353 101,095 337,081
    CREATION INVESTMENT SOCIAL VENTURES FUND III 1,012,974 935,227 944,876
    CREATION INVESTMENTS INDIA III 349,697 349,597 349,597
    PROMUS ACCESS FUND II 2,330,253 2,654,731 2,651,284
    PVM II 796,969 801,238 801,238
    RDG FUND 6 536,990 392,684 392,684
    PRAIRIE CAPITAL VI QP 331,650 343,103 343,103
    MENLO EQUITES ABSOLUTE RETURN FUND 456,160 429,694 429,506
    CREATION INVESTMENTS INDIA LLC 201,528 205,171 205,171
    EVENT NETWORK 561,504 605,412 605,393
    KAYNE ANDERSON REAL ESTATE 240,972 181,324 170,558
    NEW HARBOR CAPITAL FUND II, LP 305,054 732,287 702,869
    PRIVATE ADVISORS RA FUND 477,749 378,930 432,628
    PV ROCKET LAB I, LLC 249,345 246,516 246,516
    RDG CALIFORNIA COI, LLC 869 0 0
    COURAGE MUSIC ROYALTY FUND LP 284,394 275,558 449,427
    THE LYME FOREST FUND V FB LP 437,089 418,487 417,978
    MENLO EQUITES ABSOLUTE RETURN 37,835 62,968 49,341
    PROMUS VENTURES III LP 737,005 809,626 809,626
    CREATION INVESTMENTS SOCIAL VENTURES IV LP 687,138 1,100,780 1,109,251
    CK ACQUISITION COMPANY LLC 355,326 170,347 170,347
    QUEST INVESTMENT HOLDINGS LLC 521,862 519,546 519,546
    ENERGY TRANSFER LP 8,101 8,101 0
    KAYNE SENIOR CREDIT III 472,955 412,223 412,223
    PRIVATE ADVISORS REAL ASSETS II LP 560,733 547,702 487,538
    PMA INVESTMENT HOLDINGS LLC 531,460 488,507 488,507
    AG DIRECT LENDING III LP 474,005 476,261 476,261
    CANJEL LOAN 126,879 114,274 114,274
    RASMUSSEN INVESTMENT HOOLDINGS LLC 597,406 68,721 68,657
    PROMUS ACCESS FUND III 738,885 1,452,937 1,455,020
    TOTAL SEAL INVESTMENT HOLDINGS LLC 244,345 241,190 241,190
    GERMIN8 INNOVATION FUND LP 169,968 183,434 183,434
    WHISKER INVESTMENT HOLDINGS LLC 139,225 136,920 136,920
    1313 RANDOLPH 480,403 289,688 289,687
    TARRYTOWN INVESTMENT HOLDINGS 322,858 294,532 294,532
    KAYNE SENIOR CREDIT IV OFFSHORE FUND LP 382,829 387,624 387,624
    TALANTON IMPACT INVESTING LLC 290,683 984,136 284,136
    AKOLA 100,000 100,000 100,000
    CLO OPPORTUNISTIC SECONDARY TRANCHE 7,722 1,503 1,503
    GEM REALTY EVERGREEN FUND LP 494,129 485,373 485,373
    WTMC ACQUISITION COMPANY LLC 252,397 280,710 280,710
    PROMUS REALTY III 32,320 133,826 136,798
    ARES PATHFINDER OFFSHORE CUSTODY 42,204 178,487 178,703
    COURAGE MUSIC ROYALTY FUND II LP 246,948 210,856 211,606
    PVM HALTER LLC, SERIES 2 0 245,387 245,387
    CS INVESTMENT HOLDINGS 0 212,450 212,450
    PRAIRIE CAPITAL VII, LP 0 35,731 35,731
    SHS INVESTMENT HOLDINGS, LLC 0 0 0
    CREATION INVESTMENT SOCIAL VENTURES FUND V, LP 0 245,238 245,238
    NEXT PLAY CAPITAL III Q LP 0 103,769 103,769
    CAPUTO INVESTMENT HOLDINGS LLC 0 180,281 180,281
    VERDANT FRONTIERS HOLDINGS LLC 0 490,821 490,821
    MARANON SENIOR CREDIT STRATEGIES FUND X 0 175,764 175,764
    GLOO HOLDINGS, LLC 0 1,000,000 1,000,000
    PRIVATE ADVISORS REAL ASSETS FUND III LP 0 180,246 180,246
    PROMUS ACCESS FUND IV, LP 0 158,261 158,261
    NEW HARBOR CAPITAL FUND III, LP 0 20,302 -1,971
    RIFLE PAPER INVESTMENT HOLDINGS LLC 0 497,375 497,375


    TY 2021 OtherDecreasesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Amount
    WRITE OFF OF LOANS TO CHARITABLE ORGANIZATIONS 100,000


    TY 2021 OtherExpensesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 78,500 78,500 0 0
    MISCELLANEOUS EXPENSES 780 0 0 780


    TY 2021 OtherIncomeSchedule2
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET INCOME FROM PASS-THROUGH ENTITIES 65,276 1,100 65,276


    TY 2021 OtherIncreasesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Description Amount
    BOOK TO TAX ADJUSTMENTS ON PASS-THROUGH INVESTMENTS 12,021


    TY 2021 TaxesSchedule
    Name:
    THE CODE FAMILY FOUNDATION
    EIN:
    36-4159492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 54 0 0 0
    IL EXCISE TAXES 13 0 0 13
    K-1 STATE TAXES 248 0 0 0