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 SIRAGUSA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 E WACKER DR 1850
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606011474
A Employer identification number

36-3100492
B Telephone number (see instructions)

(312) 755-0064
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$27,042,221
J Accounting method:
MODIFIED CASH
(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      
4 Dividends and interest from securities... 435,021 435,021  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,145,001
b Gross sales price for all assets on line 6a 13,179,219
7 Capital gain net income (from Part IV, line 2)... 4,145,001
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)....... 500 500  
12 Total. Add lines 1 through 11........ 4,580,522 4,580,522  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 140,400 35,100   105,300
14 Other employee salaries and wages...... 86,000 21,128   64,500
15 Pension plans, employee benefits....... 13,495 3,374   10,121
16a Legal fees (attach schedule)......... 2,687 672   2,015
b Accounting fees (attach schedule)....... 28,500 21,375   7,125
c Other professional fees (attach schedule).... 148,092 147,305   787
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 92,086 19,166   12,920
19 Depreciation (attach schedule) and depletion... 3,433 858  
20 Occupancy.............. 90,685 22,671   68,014
21 Travel, conferences, and meetings....... 18,713 4,446   14,198
22 Printing and publications.......... 1,254 314   940
23 Other expenses (attach schedule)....... 67,570 16,136   51,434
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 692,915 292,545   337,354
25 Contributions, gifts, grants paid....... 1,163,779 1,163,779
26 Total expenses and disbursements. Add lines 24 and 25 1,856,694 292,545   1,501,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,723,828
b Net investment income (if negative, enter -0-) 4,287,977
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 Savings and temporary cash investments......... 392,819 709,941 709,941
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) 838,288 Click to see attachment755,508 747,977
b Investments—corporate stock (attach schedule)....... 12,036,446 Click to see attachment14,853,542 20,747,968
c Investments—corporate bonds (attach schedule)....... 5,095,513 Click to see attachment4,772,585 4,829,388
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 bullet69,298
Less: accumulated depreciation (attach schedule) bullet65,351 7,380 Click to see attachment3,947 3,947
15 Other assets (describe bullet) Click to see attachment2,059 Click to see attachment3,000 Click to see attachment3,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,372,505 21,098,523 27,042,221
Liabilities 17 Accounts payable and accrued expenses.......... 12,438 14,628
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)......... 12,438 14,628
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........ 18,360,067 18,360,067
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 2,723,828
29 Total net assets or fund balances (see instructions)..... 18,360,067 21,083,895
30 Total liabilities and net assets/fund balances (see instructions). 18,372,505 21,098,523
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
18,360,067
2
Enter amount from Part I, line 27a .....................
2
2,723,828
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,083,895
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,083,895
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 PUBLICLY TRADED SECURITIES P    
b
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 13,179,219   9,034,218 4,145,001
b
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       4,145,001
b
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 4,145,001
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 59,603
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 59,603
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 62,725
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,725
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 6,122
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,122 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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SIRAGUSA.ORG
    14
    The books are in care ofbulletJOHN E HICKS JR Telephone no.bullet (312) 755-0064

    Located atbullet1 E WACKER DR SUITE 1850CHICAGOIL ZIP+4bullet606011474
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALEXANDER C SIRAGUSA DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    ALISA S PERROTTE DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    CAITLYN R HICKS DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    CHARLES FOX IV DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    IRENE PHELPS DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    ISABEL K SIRAGUSA DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    JAMES DURKAN DIRECTOR
    0.70
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    JOHN E HICKS JR EXECUTIVE DIRECTOR/ASST SE
    40.00
    140,400 19,600 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    JOHN R SIRAGUSA III TREASURER/DIRECTOR
    0.70
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    JOHN ROSS HICKS DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    MARCO SIRAGUSA DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    MICHAEL T HICKS DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    NOAH GINSBURG DIRECTOR
    0.50
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    PHILIP SIRAGUSA DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    ROSS D SIRAGUSA III PRESIDENT, CHAIR
    1.50
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    SINCLAIR C SIRAGUSA SECRETARY/DIRECTOR
    0.35
    0 0 0
    THE SIRAGUSA FAMILY FOUNDATION 1
    EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    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
    CRYSTAL ROBINSON PROGRAM OFFICER
    40.00
    86,000 10,952 0
    1 EAST WACKER SUITE 1850
    CHICAGO,IL606011474
    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
    25,957,355
    b
    Average of monthly cash balances.......................
    1b
    131,589
    c
    Fair market value of all other assets (see instructions)................
    1c
    811
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,089,755
    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
    26,089,755
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    391,346
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,698,409
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,284,920
    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
    1,284,920
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    59,603
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    59,603
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,225,317
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,225,317
    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
    1,225,317
    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 1,225,317
    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...... 583,058
    b From 2017...... 496,236
    c From 2018...... 363,591
    d From 2019...... 403,405
    e From 2020...... 412,434
    f Total of lines 3a through e ........ 2,258,724
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,501,133
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 1,225,317
    e Remaining amount distributed out of corpus 275,816
    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 2,534,540
    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) ...
    583,058
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,951,482
    10 Analysis of line 9:
    a Excess from 2017.... 496,236
    b Excess from 2018.... 363,591
    c Excess from 2019.... 403,405
    d Excess from 2020.... 412,434
    e Excess from 2021.... 275,816
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    3ARTS INC
    200 W MADISON ST FL 3
    CHICAGO,IL60601
    NONE PC MAKE A WAVE FUND AND GENERAL OPERATING 10,250
    A SAFE HAVEN FOUNDATION
    2750 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC CENTER FOR WORKFORCE DEVELOPMENT 15,000
    ADLER PLANETARIUM
    1300 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC ADLER TEEN LEADERS ADVANCING STEM PROGRAM AND GENERAL OPERATING 10,000
    ALBANY PARK THEATER PROJECT
    PO BOX 25072
    CHICAGO,IL60625
    NONE PC GENERAL OPERATING 20,000
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVE SUITE 700
    CHICAGO,IL60601
    NONE PC EDUCATION PROGRAMS 7,500
    ALTERNATIVES INCORPORATED
    4730 N SHERIDAN RD
    CHICAGO,IL60640
    NONE PC URBAN ARTS PROGRAM 10,000
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 WEST BRYN MAWR SUITE 550
    CHICAGO,IL60631
    NONE PC BASIC RESEARCH FELLOWSHIP 10,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
    NONE PC SCHOLARSHIP PROGRAM 20,000
    AMERICAN RIVER PARKWAY FOUNDATION
    5700 ARDEN WAY
    CARMICHAEL,CA95608
    NONE PC GENERAL OPERATING 520
    ART INSTITUTE OF CHICAGO
    111 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60603
    NONE PC TEACHING EXPERIENCES AT THE ART MUSEUM (TEAM) 10,000
    ASSOCIATED COLLEGES OF ILLINOIS
    70 EAST LAKE ST SUITE 418
    CHICAGO,IL60601
    NONE PC PEER MENTORING PROGRAM 10,000
    BIG SHOULDERS FUND
    212 W VAN BUREN SUITE 900
    CHICAGO,IL60607
    NONE PC EMERGENCY SCHOLARSHIP FUND 5,000
    BOTTOM LINE
    65 E WACKER PLACE SUITE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING SUPPORT FOR BOTTOM LINE CHICAGO 10,000
    BOYS HOPE GIRLS HOPE
    1100 N LARAMIE AVENUE
    WILMETTE,IL60091
    NONE PC GENERAL OPERATING 2,500
    BRAVEN
    100 N LASALLE ST STE 310
    CHICAGO,IL60602
    NONE PC GENERAL OPERATING 10,000
    BREAKTHROUGH SACRAMENTO
    3400 3RD AVE
    SACRAMENTO,CA95841
    NONE PC GENERAL OPERATING 12,500
    BUILD
    5100 WEST HARRISON STREET
    CHICAGO,IL60644
    NONE PC RESTORATIVE JUSTICE & INTERVENTION INITIATIVE 10,000
    CAPITAL PUBLIC RADIO
    7055 FOLSOM BLVD
    SACRAMENTO,CA95826
    NONE PC GENERAL OPERATING 250
    CAPITAL STAGE COMPANY
    2215 J ST
    SACRAMENTO,CA95816
    NONE PC GENERAL OPERATING 1,250
    CATHOLIC THEOLOGICAL UNION
    5401 S CORNELL AVENUE
    CHICAGO,IL60615
    NONE PC SCHOLARSHIP PROGRAM 2,500
    CENTER FOR CHANGING LIVES
    1955 N ST LOUIS 101
    CHICAGO,IL60647
    NONE PC GENERAL OPERATING 10,000
    CHATHAM HALL SCHOOL
    800 CHATHAM HALL CIRCLE
    CHATHAM,VA24531
    NONE PC GENERAL OPERATING 500
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022
    NONE PC WINDY CITY HARVEST 10,000
    CHICAGO CARES
    1200 W 35TH ST UNIT 302
    CHICAGO,IL60609
    NONE PC GENERAL OPERATING 10,000
    CHICAGO CHILDREN'S CHOIR
    78 E WASHINGTON ST 5TH FLOOR
    CHICAGO,IL60602
    NONE PC CHICAGO CHILDREN'S CHOIR'S PILSEN/LITTLE VILLAGE NEIGHBORHOOD CHOIR 10,000
    CHICAGO HIGH SCHOOL FOR THE ARTS FOUNDATION
    2714 W AUGUSTA BLVD
    CHICAGO,IL60622
    NONE PC STUDENT ASSISTANCE FUND 10,000
    CHICAGO OPERA THEATER
    PO BOX 180120
    CHICAGO,IL60618
    NONE PC OPERA FOR ALL PROGRAM 10,000
    CHICAGO SINFONIETTA
    70 EAST LAKE STREET SUITE 1430
    CHICAGO,IL60601
    NONE PC AUDIENCE ENGAGEMENT FOR UNDESERVED AUDIENCES IN CHICAGO 10,000
    CHICAGO SYMPHONY ORCHESTRA
    220 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60604
    NONE PC HIGH SCHOOL PROGRAMS 7,500
    CHICAGO WOMEN IN PHILANTHROPY
    4210 W IRVING PARK RD
    CHICAGO,IL60641
    NONE PC WOMEN'S MENTORING AND LEADERSHIP PROGRAM 1,000
    CHICAGOLAND WORKFORCE FUNDER ALLIANCE
    225 NORTH MICHIGAN AVE STE 2200
    CHICAGO,IL60601
    NONE PC PROGRESSIVE PATHWAYS SUPPORT FUND 10,000
    CHILDREN'S HOME & AID SOCIETY
    200 W MONROE STREET STE 2100
    CHICAGO,IL60606
    NONE PC ENGLEWOOD EARLY HEAD START 10,000
    CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
    225 EAST CHICAGO AVENUE
    CHICAGO,IL60611
    NONE PC CENTER FOR CHILDHOOD RESILIENCE 15,000
    COLLEGE POSSIBLE
    833 N ORLEANS ST STE 400
    CHICAGO,IL60610
    NONE PC GENERAL OPERATING 10,000
    COMM FOUND FOR NORTHEAST FLORIDA
    245 RIVERSIDE AVE 310
    JACKSONVILLE,FL32202
    NONE PC GENERAL OPERATING 2,069
    CONNECTIONS FOR ABUSED WOMEN & THEIR CHILDREN
    1116 N KEDZIE 5TH FLOOR
    CHICAGO,IL60651
    NONE PC GENERAL OPERATING 10,000
    ELMHURST UNIVERSITY
    190 PROSPECT AVENUE
    ELMHURST,IL60126
    NONE PC SCHOLARSHIP FUND 20,000
    ERIE FAMILY HEALTH CENTER
    1701 W SUPERIOR 3RD FLOOR
    CHICAGO,IL60622
    NONE PC WESTSIDE H3: HEALTHY MINDS. HEALTHY CHILDREN. HEALTHY CHICAGO 10,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING 2,500
    FAMILY FOCUS
    5467 S UNIVERSITY AVE
    CHICAGO,IL60615
    NONE PC ENGLEWOOD FAMILY SUPPORT SERVICES 10,000
    FOREFRONT
    200 W MADISON AVE 2ND FLOOR
    CHICAGO,IL60606
    NONE PC GENERAL OPERATING AND 2020 VIRTUAL SUMMITT SPONSORSHIP 4,750
    FRIENDS OF THE CHICAGO RIVER
    411 SOUTH WELLS STREET SUITE 800
    CHICAGO,IL60607
    NONE PC ADOPT-A-RIVER: RIVER VOLUNTEER STEWARDSHIP PROGRAM (RSVP) 7,500
    GLOBAL FUND FOR WOMEN
    800 MARKET STREET 7TH FLOOR
    SAN FRANCISCO,CA94102
    NONE PC GENERAL OPERATING 120
    GOODMAN THEATRE
    170 NORTH DEARBORN STREET
    CHICAGO,IL60601
    NONE PC TEACHING ARTIST PROGRAM 10,000
    GROWING HOME
    825 W 69TH ST 2ND FLOOR
    CHICAGO,IL60621
    NONE PC GENERAL OPERATING 10,000
    HARRIS THEATER FOR MUSIC AND DANCE
    205 EAST RANDOLPH DR
    CHICAGO,IL60601
    NONE PC ACCESS TICKETS PROGRAM 10,000
    HEALTHY SCHOOLS CAMPAIGN
    2545 W DIVERSEY AVE 214
    CHICAGO,IL60647
    NONE PC GENERAL OPERATING 2,500
    HOWARD BROWN HEALTH
    PO BOX 13500
    CHICAGO,IL60613
    NONE PC BROADWAY YOUTH CENTER (BYC) 11,000
    HUBBARD STREET DANCE THEATER
    1658 MILWAUKEE AVE 100-15838
    CHICAGO,IL60647
    NONE PC EDUCATION, YOUTH AND COMMUNITY PROGRAMS 10,000
    ILLINOIS WESLEYAN UNIVERSITY
    POST OFFICE BOX 2900
    BLOOMINGTON,IL61702
    NONE PC SCHOLARSHIPS 20,000
    INFANT WELFARE SOCIETY OF CHICAGO
    3600 WEST FULLERTON
    CHICAGO,IL60647
    NONE PC CHILD-CENTERED HEALTH AND ADVANCED THERAPIES (CHAT) PROGRAM 10,000
    INGENUITY INCORPORATED
    440 N ST STE 505 WELLS
    CHICAGO,IL60654
    NONE PC CREATIVE SCHOOLS INITIATIVE AND INGENUITY INSTITUTES 10,000
    INSPIRATION CORPORATION
    4554 N BROADWAY SUITE 207
    CHICAGO,IL60640
    NONE PC FOODSERVICE TRAINING AND EMPLOYMENT SERVICES 10,000
    INTERNATIONAL GAME FISH ASSOCIATION
    300 GULF STREAM WAY
    DANIA,FL33004
    NONE PC EDUCATIONAL PROGRAM 2,500
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC GENERAL LEARNING PROGRAM 10,000
    JOSEPHINUM ACADEMY
    1501 N OAKLEY BLVD
    CHICAGO,IL60622
    NONE PC SCHOLARSHIP PROGRAM 5,000
    JUVENILE PROTECTIVE ASSOCIATION
    1707 NORTH HALSTED STREET
    CHICAGO,IL60614
    NONE PC THE PARENT-INFANT DEVELOPMENT PROGRAM 10,000
    K9'S FOR WARRIORS
    114 CAMP VERDE RD
    PONTE VEDRA,FL32081
    NONE PC GENERAL OPERATING 12,500
    KESHET
    610 ACADEMY DR
    NORTHBROOK,IL60062
    NONE PC GENERAL OPERATING SUPPORT 10,000
    LINCOLN PARK ZOO
    2001 NORTH CLARK STREET
    CHICAGO,IL60614
    NONE PC YOUNG RESEARCHERS COLLABORATIVE 10,000
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    355 NORTH ASHLAND AVENUE
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING 5,000
    LOOKINGGLASS THEATRE COMPANY
    821 N MICHIGAN AVE
    CHICAGO,IL60611
    NONE PC GENERAL OPERATING 10,000
    LOYOLA ACADEMY
    1100 LARAMIE AVENUE
    WILMETTE,IL60091
    NONE PC SCHOLARSHIP PROGRAM 10,000
    LOYOLA UNIVERSITY OF CHICAGO
    WATER TOWER CAMPUS 820 N MICHIGAN
    AVE SUITE 1512
    CHICAGO,IL60611
    NONE PC S.T.A.R.S MENTORING PROGRAM (STUDENTS TOGETHER ARE REACHING SUCCESS) 20,000
    LYRIC OPERA OF CHICAGO
    20 NORTH WACKER DRIVE SUITE 860
    CHICAGO,IL60606
    NONE PC SENIOR MATINEE 10,000
    MARILLAC SOCIAL CENTER
    PO BOX 14699
    CHICAGO,IL60614
    NONE PC SENIOR SERVICES PROGRAM 10,000
    MARWEN
    833 NORTH ORLEANS STREET
    CHICAGO,IL60610
    NONE PC COLLEGE AND CAREER PROGRAMS 10,000
    MAYO FOUNDATION
    200 FIRST STREET SW
    ROCHESTER,MN55905
    NONE PC SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) AND GENERAL OPERATING 22,500
    MERIT SCHOOL OF MUSIC
    JOY FAITH KNAPP MUSIC CENTER 38
    SOUTH PEORIA
    CHICAGO,IL60607
    NONE PC SCHOLARSHIPS 10,000
    METROPOLITAN FAMILY SERVICES
    101 N WACKER DR 17TH FLOOR
    CHICAGO,IL60606
    NONE PC COMM. PARTNERING 4 PEACE 10,000
    MIDTOWN EDUCATIONAL FOUNDATION
    718 SOUTH LOOMIS STREET
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING 10,000
    MIKVA CHALLENGE
    200 S MICHIGAN AVE STE 1000
    CHICAGO,IL60604
    NONE PC GENERAL OPERATING 10,000
    MISSION HOUSE
    800 SHETTER AVE
    JACKSONVILLE,FL32250
    NONE PC GENERAL OPERATING 100
    MUSEUM OF CONTEMPORARY ART
    220 E CHICAGO AVENUE
    CHICAGO,IL60611
    NONE PC S.P.A.C.E. PROGRAM 10,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006
    NONE PC GENERAL OPERATING 1,000
    NEWBERRY LIBRARY
    60 WEST WALTON STREET
    CHICAGO,IL60610
    NONE PC K-12 TEACHER PROGRAM 10,000
    NORTH CHICAGO COMMUNITY PARTNERS
    855 SKOKIE HIGHWAY SUITE E
    LAKE BLUFF,IL60044
    NONE PC GENERAL OPERATING 10,000
    NORTHWESTERN MEMORIAL FOUNDATION
    541 N FAIRBANKS CT STE 800
    CHICAGO,IL60611
    NONE PC TRANSITIONAL CARE CLINIC 15,000
    NORTHWESTERN UNIVERSITY
    1800 SHERIDAN ROAD
    EVANSTON,IL60208
    NONE PC SCHOLARSHIPS 20,000
    NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC
    1400 W AUGUSTA BLVD
    CHICAGO,IL60642
    NONE PC HOUSE IN THE WOODS, A WILDERNESS CAMP IN DELEVAN, WI 7,500
    ONE MILLION DEGREES
    180 N WABASH STE 310
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING 10,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING 10,000
    OPENLANDS
    25 E WASHINGTON ST SUITE 1650
    CHICAGO,IL60602
    NONE PC URBAN FORESTRY PROGRAM 10,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    200 S MICHIGAN AVE STE 1410
    CHICAGO,IL60604
    NONE PC GENERAL OPERATING 20,000
    PEAK GRANTMAKING
    1701 PENNSYLVANIA AVENUE NW SUITE
    200
    WASHINGTON,DC20006
    NONE PC GENERAL OPERATING 750
    PEOPLE'S MUSIC SCHOOL
    931 W EASTWOOD AVE
    CHICAGO,IL60640
    NONE PC SCHOLARSHIP AND GENERAL OPERATING 10,000
    POINT WEST ROTARY
    3333 MARCONI AVE
    SACRAMENTO,CA95821
    NONE PC GENERAL OPERATING 250
    PLAYMAKERS LABORATORY (BARREL OF MONKEYS)
    PO BOX 408368
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING 10,000
    PROJECT EXPLORATION
    4511 SOUTH EVANS
    CHICAGO,IL60653
    NONE PC GENERAL OPERATING 10,000
    POWER SHIFT NETWORK
    2000 14TH ST NW 73116
    WASHINGTON,DC20056
    NONE PC GENERAL OPERATING 2,000
    PUBLIC ALLIES
    180 N MICHIGAN AVE SUITE 1016
    CHICAGO,IL60601
    NONE PC ALLY APPRENTICESHIP PROGRAM 10,000
    REDWOOD LITERACY
    410 S MICHIGAN AVE UNIT 306
    CHICAGO,IL60605
    NONE PC GENERAL OPERATING 100
    ROOSEVELT UNIVERSITY
    1201 W HARRISON ST STE 300
    CHICAGO,IL60607
    NONE PC SCHOLARSHIPS 20,000
    RUSH UNIVERSITY
    1700 W VAN BUREN SUITE 250
    CHICAGO,IL60605
    NONE PC NURSING SCHOLARSHIP 20,000
    SACRAMENTO FOOD BANK & FAMILY SERVICES
    3333 3RD AVE
    SACRAMENTO,CA95817
    NONE PC GENERAL OPERATING 505
    SACRAMENTO LOAVES AND FISHES
    1351 NORTH C STREET
    SACRAMENTO,CA95811
    NONE PC GENERAL OPERATING 515
    SACRAMENTO REG FAMILY JUSTICE CTR FOUND
    3701 POWER INN RD SUITE 3100
    SACRAMENTO,CA95826
    NONE PC GENERAL OPERATING 250
    SALVATION ARMY
    5040 N PULASKI RD
    CHICAGO,IL60603
    NONE PC WONDERLAND CAMP 5,000
    SCHOOL OF THE ART INSTITUTE OF CHICAGO
    116 S MICHIGAN AVE 5TH FLOOR
    CHICAGO,IL60603
    NONE PC SIRAGUSA FOUNDATION CHIARTS SCHOLARSHIP 20,000
    SGA YOUTH & FAMILY SERVICES
    11 E ADAMS ST 240
    CHICAGO,IL60603
    NONE PC HIGHER SIGHTS EDUCATION PROGRAM 10,000
    SHORE COMMUNITY SERVICES INC
    8350 LARAMIE AVENUE
    SKOKIE,IL60077
    NONE PC GENERAL OPERATING 10,000
    SILK ROAD RISING
    150 N MICHIGAN AVE STE 1970
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING 10,000
    SIT STAY READ
    2849 N CLARK STREET
    CHICAGO,IL60657
    NONE PC GENERAL OPERATING 10,000
    SKYART
    3026 E 91ST
    CHICAGO,IL60617
    NONE PC GENERAL OPERATING 10,000
    SOIL BORN FARMS
    2140 CHASE DR
    RANCHO CORDOVA,CA95670
    NONE PC YOUTH CORPS EDUCATION PROGRAMS AND GENERAL OPERATING 10,500
    ST IGNATIUS COLLEGE PREP
    1076 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC TUITION FUND FOR LOW INCOME STUDENTS 10,000
    STEPPENWOLF
    1700 NORTH HALSTED STREET
    CHICAGO,IL60614
    NONE PC STEPPENWOLF FOR YOUNG ADULTS 10,000
    TEACH FOR AMERICA-JACKSONVILLE
    214 N HOGAN STREET STE 6010
    JACKSONVILLE,FL32202
    NONE PC GENERAL OPERATING 1,000
    THE CHICAGO LIGHTHOUSE
    1850 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC TRANSITIONAL JOBS PROGRAM 10,000
    THE COVE SCHOOL
    350 LEE ROAD
    NORTHBROOK,IL60062
    NONE PC SCHOLARSHIP FUND 10,000
    THE CRADLE FOUNDATION
    2049 RIDGE AVENUE
    EVANSTON,IL60201
    NONE PC SPECIAL NEEDS INFANT ADOPTION PROGRAM 10,000
    THE FIELD MUSEUM
    1400 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC COMMUNITY OUTREACH PROGRAMS 10,000
    THE HADLEY SCHOOL FOR THE BLIND
    700 ELM STREET
    WINNETKA,IL60093
    NONE PC THE FORSYTHE CENTER FOR EMPLOYMENT AND ENTREPRENEURSHIP 10,000
    THE JOFFREY BALLET OF CHICAGO
    10 EAST RANDOLPH STREET
    CHICAGO,IL60601
    NONE PC COMMUNITY ENGAGEMENT 10,000
    THE NIGHT MINISTRY
    1735 N ASHLAND AVE STE 2000
    CHICAGO,IL60622
    NONE PC HEALTH AND OUTREACH MINISTRY 10,000
    THE ROTARY FOUNDATION
    14280 COLLECTIONS CENTER DR
    CHICAGO,IL60693
    NONE PC GENERAL OPERATING 100
    THE UNIVERSITY OF CHICAGO
    5235 S HARPER COURT 5TH FLOOR
    CHICAGO,IL60615
    NONE PC SCHOLARSHIPS 20,000
    THRESHOLDS
    4101 N RAVENSWOOD AVENUE
    CHICAGO,IL60613
    NONE PC WOMEN VETERAN HEALTH INITIATIVE 10,000
    TUESDAY'S CHILD CO GORDON TECH HIGH SCHOOL
    3633 N CALIFORNIA AVENUE
    CHICAGO,IL60618
    NONE PC BEHAVIORAL INTERVENTION PROGRAM 10,000
    UMOJA STUDENT DEVELOPMENT CORP
    910 W VAN BUREN ST STE 710
    CHICAGO,IL60607
    NONE PC RESTORATIVE JUSTICE PROGRAMS 10,000
    UNITED NEGRO COLLEGE FUND
    105 W ADAMS STREET SUITE 2400
    CHICAGO,IL60603
    NONE PC SCHOLARSHIPS 20,000
    UNITED SERVICE ORGANIZATION OF ILLINOIS
    333 N MICHIGAN AVE STE 2226
    CHICAGO,IL60601
    NONE PC PROGRAMS FOR AMERICA'S SERVICEMAN AND SERVICEWOMEN 10,000
    URBAN GATEWAYS
    1637 N ASHLAND AVE STE 1
    CHICAGO,IL60622
    NONE PC GENERAL OPERATING 10,000
    WEST POINT SCHOOL OF MUSIC
    7411 S STONEY ISLAND AVE
    CHICAGO,IL60649
    NONE PC EPIC STEEL ORCHESTRA 10,000
    YMCA OF METROPOLITAN CHICAGO
    1030 WEST VAN BUREN
    CHICAGO,IL60607
    NONE PC SAFE COMMUNITIES 10,000
    Total .................................bullet 3a 1,163,779
    bApproved for future payment
    3ARTS INC
    180 N MICHIGAN AVE 329
    CHICAGO,IL60601
    NONE PC MAKE A WAVE FUND 10,000
    A SAFE HAVEN FOUNDATION
    2750 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC CENTER FOR WORKFORCE DEVELOPMENT 15,000
    ADLER PLANETARIUM
    1300 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC ADLER TEEN LEADERS ADVANCING STEM PROGRAM 10,000
    ALBANY PARK THEATER PROJECT
    PO BOX 25072
    CHICAGO,IL60625
    NONE PC GENERAL OPERATING 10,000
    ALLIANCE FOR THE GREAT LAKES
    150 N MICHIGAN AVE SUITE 700
    CHICAGO,IL60601
    NONE PC EDUCATION PROGRAMS 7,500
    ALTERNATIVES INCORPORATED
    4730 N SHERIDAN RD
    CHICAGO,IL60640
    NONE PC GIRL WORLD PROGRAM 10,000
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 WEST BRYN MAWR SUITE 550
    CHICAGO,IL60631
    NONE PC PATIENT SUPPORT SERVICES 10,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
    NONE PC SCHOLARSHIP PROGRAM 20,000
    ANGEL HARVEY FAMILY HEALTH CENTER INFANT WELFARE SOCIETY OF CHICAGO
    3600 WEST FULLERTON
    CHICAGO,IL60647
    NONE PC CHILD-CENTERED HEALTH AND ADVANCED THERAPIES (CHAT) PROGRAM 10,000
    ART INSTITUTE OF CHICAGO
    111 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60603
    NONE PC TEACHING EXPERIENCE AT THE ART MUSEUM 10,000
    ASSOCIATED COLLEGES OF ILLINOIS
    70 E LAKE STREET SUITE 418
    CHICAGO,IL60601
    NONE PC PEER MENTORING PROGRAM 10,000
    BIG SHOULDERS FUND
    212 W VAN BUREN SUITE 900
    CHICAGO,IL60607
    NONE PC EMERGENCY SCHOLARSHIP FUND 10,000
    BOTTOM LINE
    65 E WACKER PLACE SUITE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING SUPPORT FOR BOTTOM LINE CHICAGO 10,000
    BRAVEN
    100 N LASALLE ST STE 310
    CHICAGO,IL60602
    NONE PC GENERAL OPERATING 10,000
    BREAKTHROUGH SACRAMENTO
    3400 3RD AVE
    SACRAMENTO,CA95817
    NONE PC GENERAL OPERATING 10,000
    BUILD
    5100 WEST HARRISON STREET
    CHICAGO,IL60644
    NONE PC RESTORATIVE JUSTICE & INTERVENTION INITIATIVE 10,000
    CENTER FOR CHANGING LIVES
    1955 N ST LOUIS 101
    CHICAGO,IL60647
    NONE PC GENERAL OPERATING 10,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022
    NONE PC WINDY CITY HARVEST 10,000
    CHICAGO CARES
    1200 W 35TH ST UNIT 302
    CHICAGO,IL60609
    NONE PC GENERAL OPERATING 5,000
    CHICAGO CHILDREN'S CHOIR
    78 E WASHINGTON ST 5TH FLOOR
    CHICAGO,IL60602
    NONE PC CHICAGO CHILDREN'S CHOIR'S PILSEN/LITTLE VILLAGE NEIGHBORHOOD CHOIR 10,000
    CHICAGO HIGH SCHOOL FOR THE ARTS FOUNDATION
    2714 W AUGUSTA BLVD
    CHICAGO,IL60622
    NONE PC STUDENT ASSISTANCE FUND 10,000
    CHICAGO OPERA THEATER
    P O BOX 180120
    CHICAGO,IL60618
    NONE PC OPERA FOR ALL PROGRAM 10,000
    CHICAGO SINFONIETTA
    70 E LAKE STREET SUITE 1430
    CHICAGO,IL60601
    NONE PC AUDIENCE ENGAGEMENT FOR UNDERSERVED AUDIENCES IN CHICAGO 10,000
    CHICAGO WOMEN IN PHILANTHROPY
    4210 W IRVING PARK RD
    CHICAGO,IL60641
    NONE PC WOMEN'S MENTORING AND LEADERSHIP PROGRAM 1,000
    CHICAGO WORKFORCE FUNDER ALLIANCE
    225 NORTH MICHIGAN AVE STE 2200
    CHICAGO,IL60601
    NONE PC PROGRESSIVE PATHWAYS SUPPORT FUND 10,000
    CHILDREN'S HOME & AID SOCIETY
    200 W MONROE ST STE 2100
    CHICAGO,IL60606
    NONE PC ENGLEWOOD EARLY HEAD START 10,000
    CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
    225 EAST CHICAGO AVENUE
    CHICAGO,IL60611
    NONE PC CENTER FOR CHILDHOOD RESILIENCE 15,000
    COLLEGE POSSIBLE
    833 N ORLEANS ST STE 400
    CHICAGO,IL60610
    NONE PC GENERAL OPERATING 10,000
    CONNECTIONS FOR ABUSED WOMEN & THEIR CHILDREN
    1116 N KEDZIE 5TH FLOOR
    CHICAGO,IL60651
    NONE PC THE HOSPITAL CRISIS INTERVENTION PROJECT (HCIP) 10,000
    ELMHURST UNIVERSITY
    190 PROSPECT AVENUE
    ELMHURST,IL60126
    NONE PC SCHOLARSHIP FUND 20,000
    ERIE FAMILY HEALTH CENTER
    1701 W SUPERIOR 3RD FLOOR
    CHICAGO,IL60622
    NONE PC WESTSIDE H3: HEALTH MINDS. HEALTHY CHILDREN. HEALTHY CHICAGO 10,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING 2,500
    FAMILY FOCUS
    5467 S UNIVERSITY
    CHICAGO,IL60615
    NONE PC ENGLEWOOD FAMILY SUPPORT SERVICES 10,000
    FOREFRONT
    200 W MADISON AVE 2ND FLOOR
    CHICAGO,IL60606
    NONE PC GENERAL OPERATING 3,500
    FRIENDS OF THE CHICAGO RIVER
    411 SOUTH WELLS STREET SUITE 800
    CHICAGO,IL60607
    NONE PC ADOPT-A-RIVER. RIVER VOLUNTEER STEWARDSHIP PROGRAM (RSVP) 7,500
    GOODMAN THEATRE
    170 NORTH DEARBORN STREET
    CHICAGO,IL60601
    NONE PC PROGRAM CHANGE: TEACHING ARTIST PROGRAM 10,000
    GROWING HOME
    825 W 69TH ST 2ND FLOOR
    CHICAGO,IL60621
    NONE PC GENERAL OPERATING 1,000
    HARRIS THEATER FOR MUSIC AND DANCE
    205 EAST RANDOLPH DR
    CHICAGO,IL60601
    NONE PC ARTS EDUCATION PROGRAM 10,000
    HOWARD BROWN HEALTH
    P O BOX 13500
    CHICAGO,IL60613
    NONE PC BROADWAY YOUTH CENTER (BYC) 60,000
    HUBBARD STREET DANCE THEATER
    1658 MILWAUKEE AVE 100-15838
    CHICAGO,IL60647
    NONE PC EDUCATION, YOUTH AND COMMUNITY PROGRAMS 10,000
    ILLINOIS WESLEYAN UNIVERSITY
    POST OFFICE BOX 2900
    BLOOMINGTON,IL61702
    NONE PC SCHOLARSHIPS 20,000
    INGENUITY INCORPORATED
    440 N WELLS ST STE 505
    CHICAGO,IL60654
    NONE PC GENERAL OPERATING 10,000
    INSPIRATION CORPORATION
    4554 N BROADWAY SUITE 207
    CHICAGO,IL60640
    NONE PC FOODSERVICE TRAINING AND EMPLOYMENT SERVICES 10,000
    INTERNATIONAL GAME FISH ASSOCIATION
    300 GULF STREAM WAY
    DANIA,FL33004
    NONE PC EDUCATIONAL PROGRAM 2,500
    JOHN G SHEDD AQUARIUM
    1200 S LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC GENERAL LEARNING PROGRAM 10,000
    JOSEPHINUM ACADEMY
    1501 N OAKLEY BLVD
    CHICAGO,IL60622
    NONE PC SCHOLARSHIP PROGRAM 5,000
    JUVENILE PROTECTIVE ASSOCIATION
    1707 NORTH HALSTED STREET
    CHICAGO,IL60614
    NONE PC THE PARENT-INFANT DEVELOPMENT PROGRAM 10,000
    K9'S FOR WARRIORS
    114 CAMP VERDE RD
    PONTE VEDRA,FL32081
    NONE PC GENERAL OPERATING 10,000
    KESHET
    610 ACADEMY DR
    NORTHBROOK,IL60062
    NONE PC GENERAL OPERATING SUPPORT 10,000
    LINCOLN PARK ZOO
    2001 NORTH CLARK STREET
    CHICAGO,IL60614
    NONE PC YOUNG RESEARCHERS COLLABORATIVE 10,000
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    355 NORTH ASHLAND AVENUE
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING 5,000
    LOOKINGGLASS THEATRE COMPANY
    3320 W FOSTER AVE 102
    CHICAGO,IL60625
    NONE PC DEPT. OF CURIOUSITY IN SCHOOL RESIDENCES 10,000
    LOYOLA ACADEMY
    1100 LARAMIE AVENUE
    WILMETTE,IL60091
    NONE PC SCHOLARSHIP PROGRAM 10,000
    LOYOLA UNIVERSITY OF CHICAGO
    WATER TOWER CAMPUS 820 N MICHIGAN
    AVE SUITE 1512
    CHICAGO,IL60611
    NONE PC S.T.A.R.S. MENTORING PROGRAM (STUDENTS TOGETHER ARE REACHING SUCCESS) 20,000
    LYRIC OPERA OF CHICAGO
    20 NORTH WACKER DRIVE SUITE 860
    CHICAGO,IL60606
    NONE PC LYRIC UNLIMITED 10,000
    MARILLAC SOCIAL CENTER
    PO BOX 14699
    CHICAGO,IL60614
    NONE PC GENERAL OPERATING 10,000
    MARWEN
    833 NORTH ORLEANS STREET
    CHICAGO,IL60610
    NONE PC COLLEGE AND CAREER PROGRAMS 10,000
    MAYO FOUNDATION
    200 FIRST STREET SW
    ROCHESTER,MN55905
    NONE PC SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) 20,000
    MERIT SCHOOL OF MUSIC
    JOY FAITH KNAPP MUSIC CENTER 38
    SOUTH PEORIA
    CHICAGO,IL60607
    NONE PC SCHOLARSHIPS 10,000
    METROPOLITAN FAMILY SERVICES
    101 N WACKER DR 17TH FLOOR
    CHICAGO,IL60602
    NONE PC COMMUNITIES PARTNERING 4 PEACE 10,000
    MIDTOWN EDUCATIONAL FOUNDATION
    718 SOUTH LOOMIS STREET
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING 10,000
    MIKVA CHALLENGE
    200 S MICHIGAN AVE STE 1000
    CHICAGO,IL60604
    NONE PC GENERAL OPERATING 10,000
    MUSEUM OF CONTEMPORARY ART
    220 E CHICAGO AVENUE
    CHICAGO,IL60611
    NONE PC S.P.A.C.E. PROGRAM 10,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006
    NONE PC GENERAL OPERATING 1,000
    NEWBERRY LIBRARY
    60 WEST WALTON STREET
    CHICAGO,IL60610
    NONE PC K-12 TEACHER TRAINING PROGRAM 10,000
    NORTH CHICAGO COMMUNITY PARTNERS
    855 SKOKIE HIGHWAY SUITE E
    LAKE BLUFF,IL60044
    NONE PC GENERAL OPERATING 10,000
    NORTHWESTERN MEMORIAL FOUNDATION
    541 N FAIRBANKS COURT STE 800
    CHICAGO,IL60611
    NONE PC TRANSITIONAL CARE CLINIC 10,000
    NORTHWESTERN UNIVERSITY
    1800 SHERIDAN ROAD
    EVANSTON,IL60208
    NONE PC SCHOLARSHIPS 20,000
    NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC
    1400 W AUGUSTA BLVD
    CHICAGO,IL60642
    NONE PC HOUSE IN THE WOODS, A WILDERNESS CAMP IN DELEVAN, WI 7,500
    ONE MILLION DEGREES
    180 N MICHIGAN AVE 329
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING 10,000
    ONEGOAL
    180 N WABASH AVE STE 310
    CHICAGO,IL60601
    NONE PC ONEGOAL-CHICAGO EXPANSION INITIATIVE 10,000
    OPENLANDS
    25 E WASHINGTON ST SUITE 1650
    CHICAGO,IL60602
    NONE PC URBAN FORESTRY PROGRAM 10,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    200 S MICHIGAN AVE STE 1410
    CHICAGO,IL60604
    NONE PC GENERAL OPERATING 10,000
    PEOPLE'S MUSIC SCHOOL
    931 W EASTWOOD AVE
    CHICAGO,IL60640
    NONE PC SCHOLARSHIP 10,000
    PLAYMAKERS LABORATORY (BARREL OF MONKEYS)
    PO BOX 408368
    CHICAGO,IL60640
    NONE PC GENERAL OPERATING 10,000
    PROJECT EXPLORATION
    4511 SOUTH EVANS
    CHICAGO,IL60653
    NONE PC GENERAL OPERATING 10,000
    PUBLIC ALLIES
    180 N MICHIGAN AVE SUITE 1016
    CHICAGO,IL60601
    NONE PC ALLY APPRENTICESHIP PROGRAM 10,000
    ROOSEVELT UNIVERSITY
    430 SOUTH MICHIGAN AVENUE 827
    CHICAGO,IL60605
    NONE PC SCHOLARSHIPS 20,000
    RUSH UNIVERSITY
    1201 W HARRISON ST STE 300
    CHICAGO,IL60607
    NONE PC NURSING SCHOLARSHIP 20,000
    SALVATION ARMY
    5040 N PULASKI RD
    CHICAGO,IL60630
    NONE PC WONDERLAND CAMP 5,000
    SCHOOL OF THE ART INSTITUTE OF CHICAGO
    116 S MICHIGAN AVE 5TH FLOOR
    CHICAGO,IL60603
    NONE PC SIRAGUSA FOUNDATION CHIARTS SCHOLARSHIP 20,000
    SGA YOUTH & FAMILY SERVICES
    11 E ADAMS ST 240
    CHICAG,IL60603
    NONE PC HIGHER SIGHTS EDUCATION PROGRAM 10,000
    SHORE COMMUNITY SERVICES INC
    8350 LARAMIE AVENUE
    SKOKIE,IL60077
    NONE PC GENERAL OPERATING 10,000
    SILK ROAD RISING
    150 N MICHIGAN AVE SUITE 1970
    CHICAGO,IL60601
    NONE PC GENERAL OPERATING 10,000
    SIT STAY READ
    2849 N CLARK STREET
    CHICAGO,IL60602
    NONE PC GENERAL OPERATING 10,000
    SKYART
    3026 E 91ST
    CHICAGO,IL60617
    NONE PC GENERAL OPERATING 10,000
    SOIL BORN FARMS
    2140 CHASE DR
    RANCHO CORDOVA,CA95670
    NONE PC YOUTH CORPS EDUCATION PROGRAMS 10,000
    ST IGNATIUS COLLEGE PREP
    1076 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC TUITION FUND FOR LOW INCOME STUDENTS 5,000
    STEPPENWOLF
    1700 NORTH HALSTED STREET
    CHICAGO,IL60614
    NONE PC STEPPENWOLF FOR YOUNG ADULTS 10,000
    THE CHICAGO LIGHTHOUSE
    1850 WEST ROOSEVELT ROAD
    CHICAGO,IL60608
    NONE PC TRANSITIONAL JOBS PROGRAM 10,000
    THE COVE SCHOOL
    350 LEE ROAD
    NORTHBROOK,IL60062
    NONE PC SCHOLARSHIP FUND 10,000
    THE CRADLE FOUNDATION
    2049 RIDGE AVENUE
    EVANSTON,IL60201
    NONE PC SPECIAL NEEDS INFANT ADOPTION PROGRAM 10,000
    THE FIELD MUSEUM
    1400 SOUTH LAKE SHORE DRIVE
    CHICAGO,IL60605
    NONE PC LEARNING CENTER PROGRAMS 10,000
    THE HADLEY SCHOOL FOR THE BLIND
    700 ELM STREET
    WINNETKA,IL60093
    NONE PC THE FORSYTHE CENTER FOR EMPLOYMENT AND ENTREPRENEURSHIP 10,000
    THE JOFFERY BALLET OF CHICAGO
    10 EAST RANDOLPH STREET
    CHICAGO,IL60601
    NONE PC COMMUNITY ENGAGEMENT PROGRAMS 10,000
    THE NIGHT MINISTRY
    1735 N ASHLAND AVE STE 2000
    CHICAGO,IL60622
    NONE PC OUTREACH AND HEALTH MINISTRY 10,000
    THE UNIVERSITY OF CHICAGO
    5235 S HARPER COURT 5TH FLOOR
    CHICAGO,IL60615
    NONE PC SCHOLARSHIPS 20,000
    THRESHOLDS
    4101 N RAVENSWOOD AVENUE
    CHICAGO,IL60613
    NONE PC GENERAL OPERATING 10,000
    TUESDAY'S CHILD CO GORDON TECH HIGH SCHOOL
    3633 N CALIFORNIA AVENUE
    CHICAGO,IL60618
    NONE PC BEHAVIORAL INTERVENTION PROGRAM 10,000
    UMOJA STUDENT DEVELOPMENT CORP
    910 W VAN BUREN ST STE 710
    CHICAGO,IL60607
    NONE PC RESTORATIVE JUSTICE PROGRAMS 10,000
    UNITED NEGRO COLLEGE FUND
    105 W ADAMS STREET SUITE 2400
    CHICAGO,IL60603
    NONE PC SCHOLARSHIPS 20,000
    UNITED SERVICE ORGANIZATION OF ILLINOIS
    333 N MICHIGAN AVE STE 2226
    CHICAGO,IL60601
    NONE PC PROGRAMS FOR AMERICA'S SERVICEMEN AND SERVICEWOMEN 10,000
    URBAN GATEWAYS
    1637 N ASHLAND AVE STE 1
    CHICAGO,IL60622
    NONE PC GENERAL OPERATING 10,000
    WEST POINT SCHOOL OF MUSIC
    7411 S STONEY ISLAND
    CHICAGO,IL60649
    NONE PC EPIC STEEL ORCHESTRA 10,000
    YMCA OF METROPOLITAN CHICAGO
    1030 WEST VAN BUREN
    CHICAGO,IL60607
    NONE PC YOUTH SAFETY AND VIOLENCE PREVENTION 10,000
    Total .................................bullet 3b 1,139,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 4,145,001  
    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 4,580,522 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,580,522
    (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 AccountingFeesSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,500 21,375   7,125

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    TY 2021 DepreciationSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    CHAIR 1999-09-29 799 799 SL 7.000000000000 0 0    
    OFFICE FURNITURE 2001-11-15 16,341 16,339 SL 7.000000000000 0 0    
    REFRIGERATOR 2001-11-26 276 273 SL 7.000000000000 0 0    
    OFFICE FURNITURE 2002-04-01 10,145 10,145 SL 7.000000000000 0 0    
    FURNITURE & FIXT 2003-06-15 1,895 1,895 SL 7.000000000000 0 0    
    FURNITURE & FIXT 2008-05-01 3,008 3,008 SL 7.000000000000 0 0    
    FURNITURE & FIXT 2008-05-28 3,008 3,008 SL 7.000000000000 0 0    
    FURNITURE & FIXT 2008-07-01 3,143 3,143 SL 7.000000000000 0 0    
    FURNITURE & FIXT 2008-11-14 10,134 10,134 SL 7.000000000000 0 0    
    COMPUTER & EQUIP 2013-06-04 903 903 SL 5.000000000000 0 0    
    COMPUTER & EQUIP 2015-10-02 2,367 2,367 SL 5.000000000000 0 0    
    COMPUTER & EQUIP 2016-12-07 1,398 1,143 SL 5.000000000000 255 0    
    COMPUTER & EQUIP 2017-01-10 1,407 1,124 SL 5.000000000000 283 0    
    COMPUTER & EQUIP 2018-03-15 3,164 1,793 SL 5.000000000000 633 0    
    COMPUTER & EQUIP 2018-05-16 11,310 5,844 SL 5.000000000000 2,262 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARBITRAGE R 393,760 391,349
    ASTOR MACRO ALTERNATIVE I 308,776 301,791
    BLACKROCK EVENT DRIVEN EQUITY INSTL 492,995 519,160
    BOFAML 4.244 04/24/38 '37 MTN 25,698 29,201
    BRANDYWINEGLOBAL ALTERNATIVE CREDIT I 376,224 390,390
    CALAMOS MARKET NEUTRAL INCOME I 295,507 321,094
    CENTRAL GARDEN 4.125 10/15/30 '25 30,299 30,225
    CHENIERE ENG 4.500 10/01/29 '24 21,300 21,350
    COMCAST 4.700 10/15/48 '48 31,623 34,298
    CVS HEALTH 4.300 03/25/28 '27 26,937 27,986
    DANA 5.375 11/15/27 '22 26,561 26,156
    DOLLAR TREE 4.200 05/15/28 '28 35,309 33,518
    DTE ELECTRIC CO 2.625 03/01/31 '30 26,660 25,712
    DUKE ENERGY 2.550 06/15/31 '31 29,708 28,765
    EATON VANCE GLBL MACRO ABS RET ADVTG I 539,122 530,458
    EQUINIX 3.200 11/18/29 '29 32,513 31,468
    FIRST CITIZN BNK 5.000 08/15/22 22,548 21,499
    GOLDMAN SACHS 2.908 07/21/42 '41 FRN 20,425 20,801
    HCA 5.375 02/01/25 27,938 27,375
    INFINITY Q DIVERSIFIED ALPHA INSTL 226,745 624
    JP MORGAN 2.182 06/01/28 '27 FRN 31,606 30,171
    KINDER MORGAN DE 4.300 03/01/28 '27 29,099 27,703
    LAZARD GROUP 3.750 02/13/25 24,905 26,548
    MERITAGE HOMES 5.125 06/06/27 '26 27,656 27,562
    NETFLIX 5.875 02/15/25 34,138 33,712
    PENSKE AUTO 3.500 09/01/25 '22 31,814 31,736
    PERSIMMON LONG/SHORT I 910,852 1,113,216
    PIMCO TRENDS MANAGED FUTURES STRAT INSTL 251,758 293,441
    QORVO 4.375 10/15/29 '24 28,924 28,688
    QUANTA SERVICES 2.350 01/15/32 '31 29,995 29,133
    ROPER TECH 2.000 06/30/30 '30 29,678 28,858
    SEAGATE HDD 4.875 06/01/27 '27 32,801 32,775
    SERVICE CORP 5.125 06/01/29 '24 32,325 32,325
    STANDPOINT MULTI-ASSET INSTITUTIONAL 98,103 93,029
    SYSCO 3.300 02/15/50 '49 31,890 31,223
    T-MOBILE USA 4.750 02/01/28 '23 32,250 31,575
    TRUIST FINANCIAL 0.450 06/09/25 '24 MTN 35,000 34,866
    VERISIGN 5.250 04/01/25 '25 29,813 29,768
    VERIZON 5.250 03/16/37 31,002 32,429
    WELLS FARGO 2.393 06/02/28 '27 MTN 28,328 27,410

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1-800-FLOWERS.COM INC 66,437 49,170
    3M CO 37,739 43,519
    ABB LTD 26,437 41,949
    ABBVIE INC 50,456 92,207
    ACCENTURE PLC A 75,072 172,038
    ADDUS HOMECARE CORP 25,769 27,211
    ADIDAS AG 37,559 31,104
    ADOBE SYSTEMS INC 90,753 112,845
    ADYEN UNSPON 50 ADR REP 1 ORD 56,090 69,222
    AIA GROUP LTD 109,727 133,756
    AIR LIQUIDE SA 34,225 37,590
    AKZO NOBEL NV ADR 42,504 38,797
    ALAMO GROUP INC 26,383 36,353
    ALCON INC 65,782 91,824
    ALLETE INC 23,422 22,028
    ALPHABET INC A 111,907 182,514
    ALTRIA GROUP INC 24,614 30,756
    AMADEUS IT GROUP SA 69,060 63,725
    AMAZON.COM INC 145,168 153,380
    AMCOR PLC 39,211 40,510
    AMEDISYS INC 31,115 29,300
    AMERICAN ELECTRIC POWER CO INC 43,081 45,731
    AMERICAN TOWER CORP 126,768 165,262
    AMERIS BANCORP 26,207 27,821
    AMN HEALTHCARE SERVICES INC 55,644 79,147
    AMPHASTAR PHARMACEUTICALS INC DEL COM 26,611 33,794
    ANALOG DEVICES INC 12,377 97,552
    ANGLO AMERN PLC SPONSORED ADR 27,678 28,442
    AON PLC 82,748 113,311
    APPLE HOSPITALITY REIT INC COM NEW 25,963 25,162
    ARTISAN PARTNERS ASSET MANAGEMENT INC 25,825 24,249
    ASGN INC 8,050 28,135
    ASML HOLDING NV 57,321 153,655
    ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN ORDINARY SHARE 48,714 48,173
    AT&T INC 100,411 85,977
    ATLAS COPCO AB 43,051 91,836
    ATLASSIAN CORPORATION PLC 67,619 65,963
    AUTODESK INC 99,743 91,668
    AVALONBAY COMMUNITIES INC 36,130 56,075
    AVISTA CORP 22,950 22,052
    BANCO SANTANDER SA ADR 15,356 21,174
    BANDAI NAMCO HOLDINGS INC 25,190 23,807
    BANK OF AMERICA CORPORATION 76,310 120,434
    BARCLAYS PLC ADR 35,917 35,894
    BEST BUY CO INC 22,617 35,458
    BIO-RAD LABORATORIES INC 75,837 95,202
    BLACKROCK INC 42,006 68,667
    BLOCK INC 93,961 65,735
    BOSTON BEER CO INC 27,907 28,286
    BOX INC 26,450 28,154
    BP PLC ADR 39,931 42,608
    BRANDYWINEGLOBAL ALTERNATIVE CREDIT I 334,184 352,960
    BRISTOL-MYERS SQUIBB COMPANY 79,949 82,115
    BROADCOM INC COM 39,853 99,146
    BRUNSWICK CORP 24,709 38,580
    BUREAU VERITAS ADR REP 2 ORD 22,764 23,658
    CADENCE DESIGN SYSTEMS INC 98,044 134,545
    CANADIAN PACIFIC RAILWAY LTD 49,923 108,414
    CARETRUST REIT INC 16,692 31,437
    CARGURUS INC 28,111 31,723
    CARLSBERG A/S 26,866 31,387
    CARTER'S INC 25,422 29,151
    CATERPILLAR INC 35,280 75,253
    CHANNELADVISOR CORP 24,942 28,925
    CHEGG INC 28,849 11,206
    CHEVRON CORP 58,479 68,415
    CIE FINANCIERE RICHEMONT SA ADR 19,599 22,963
    CIRRUS LOGIC INC 13,119 31,931
    CISCO SYSTEMS INC 30,730 79,846
    CITIZENS FINANCIAL GROUP INC 66,046 70,970
    CLARIVATE ANALYTICS PLC ORDINARY SHARES 30,253 28,530
    COCA-COLA CO 45,115 53,052
    COMCAST CORP CLASS A 73,956 96,936
    COMFORT SYSTEMS USA INC 23,977 32,551
    COMMUNITY HEALTHCARE TRUST INC 25,680 25,195
    COMPASS GROUP PLC AMERICAN DEPOSITARY SHARES 30,653 33,821
    CONTINENTAL AG 31,057 26,877
    CROWN CASTLE INTERNATIONAL CORP 32,272 46,132
    CSL LTD 50,257 103,472
    CUMMINS INC 39,157 47,555
    CURTISS-WRIGHT CORP 33,657 40,630
    CVS HEALTH CORP 64,686 122,554
    DAIKIN INDUSTRIES LTD 24,714 26,036
    DAIWA HOUSE INDUSTRY CO LTD 23,402 22,300
    DANAHER CORP 28,382 166,150
    DBS GROUP HOLDINGS LTD 20,725 27,650
    DECKERS OUTDOOR CORP 31,504 28,206
    DELUXE CORP 40,280 31,532
    DIAMONDBACK ENERGY INC 24,417 73,338
    DIGITAL TURBINE INC 27,812 26,470
    DISCOVER FINANCIAL SERVICES 18,970 30,161
    DOW INC 47,312 58,025
    DSV AS 57,543 127,592
    DUKE ENERGY CORP 38,069 42,589
    DUKE REALTY CORP 27,144 67,937
    DYNATRACE INC 69,436 96,017
    EATON CORP PLC 35,382 95,051
    ECOLAB INC 72,765 78,118
    EDWARDS LIFESCIENCES CORP 72,052 104,417
    ENEL SPA 39,841 34,180
    ENERSYS 19,510 27,434
    ENGIE AMERICAN DEPOSITARY RECEIPTS SPONSORED 47,267 45,670
    ENPHASE ENERGY INC 48,784 46,101
    ENSIGN GROUP INC 1,655 8,312
    ENTERPRISE FINANCIAL SERVICES CORP 25,640 33,057
    EOG RESOURCES INC 23,174 46,369
    EPAM SYSTEMS INC 64,505 85,562
    EQUINOR ASA SPONSORED ADR 11,375 17,457
    ETSY INC COM 79,646 80,132
    EVERCORE INC 26,363 68,604
    EVERI HLDGS INC 37,289 36,722
    EVOLUTION AB 50,912 38,313
    EXLSERVICE HOLDINGS INC 27,458 40,246
    EXP WORLD HOLDINGS INC 33,459 24,931
    EXPERIAN PLC 62,366 127,023
    F N B CORP 34,701 37,724
    FEDERAL AGRICULTURAL MORTGAGE CORP 20,150 42,260
    FERGUSON PLC 22,393 41,080
    FERRARI NV 68,009 99,128
    FIRST FOUNDATION INC 32,127 32,666
    FORTIVE CORP COM 106,335 113,520
    FOX FACTORY HOLDING CORP 27,133 30,618
    FTI CONSULTING INC 27,921 31,298
    FUJITSU LTD 18,194 23,197
    GILEAD SCIENCES INC 48,620 49,302
    GLOBUS MEDICAL INC 36,271 31,551
    GUGGENHEIM MACRO OPPORTUNITIES P 249,467 264,457
    HEALTHCARE REALTY TRUST INC 23,706 24,774
    HEARTLAND FINANCIAL USA INC 21,812 29,759
    HELEN OF TROY LTD 10,347 28,603
    HITACHI LTD 17,803 25,900
    HOME BANCSHARES INC 4,237 8,060
    HOULIHAN LOKEY INC 36,733 42,133
    HP INC 50,857 69,087
    ICON PLC 55,101 100,652
    IDACORP INC 16,668 24,928
    IDEXX LABORATORIES INC 111,243 150,787
    II-VI INC 23,903 37,923
    INDEPENDENT BANK CORP (IONIA MI) 37,506 37,237
    INDUSTRIA DE DISENO TEXTIL SA 25,679 24,559
    INFINEON TECHNOLOGIES AG 14,113 14,674
    INNOSPEC INC 18,338 31,348
    INSIGHT ENTERPRISES INC 13,131 25,477
    INSTRUCTURE HOLDINGS INC 33,201 31,774
    INTEL CORP 35,461 51,654
    INTUIT INC 104,384 177,529
    IRON MOUNTAIN INC 23,574 47,934
    JOHNSON & JOHNSON 86,386 118,552
    JONES LANG LASALLE INC 10,257 26,665
    JPMORGAN CHASE & CO 72,300 130,005
    KB HOME 29,041 31,177
    KINSALE CAP GROUP INC COM 27,986 39,252
    KNIGHT SWIFT TRANSN HLDGS INC 21,951 41,134
    KONINKLIJKE DSM NV 26,754 45,514
    LASERTEC ADR 81,690 118,435
    LA-Z-BOY INC 27,843 25,707
    LEGRAND SA 30,466 32,634
    LHC GROUP INC 26,541 26,485
    LI NING CO LTD 40,960 38,515
    LIFE STORAGE INC COM 3,571 9,038
    LITHIA MOTORS INC 27,185 24,350
    LONZA GROUP LTD 71,761 92,017
    LULULEMON ATHLETICA INC 56,952 86,902
    LVMH MOET HENNESSY LOUIS VUITTON SE 37,946 100,293
    LXP INDUSTRIAL TRUST 17,617 30,318
    LYONDELLBASELL INDUSTRIES NV 52,235 44,455
    MAGNITE INC 31,551 18,498
    MAKITA CORP 33,882 34,683
    MALIBU BOATS INC 24,237 24,056
    MARVELL TECHNOLOGY INC 76,800 128,523
    MAXIMUS INC 61,017 62,541
    MCGRATH RENTCORP 47,257 62,362
    MEDPACE HLDGS INCCOM 14,555 34,387
    MEDTRONIC PLC 86,967 73,967
    MERCK KGAA 17,981 31,520
    MERIDIAN BIOSCIENCE INC 30,837 32,599
    MERITAGE HOMES CORP 32,033 36,984
    METLIFE INC 60,257 90,923
    METTLER-TOLEDO INTERNATIONAL INC 41,011 93,347
    MICROSOFT CORP 129,019 201,456
    MIMECAST LTD 30,463 43,604
    MONOLITHIC POWER SYSTEMS INC 120,050 143,065
    MORGAN STANLEY 23,636 61,448
    MSCI INC 79,207 112,122
    NAPCO SECURITY TECHNOLOGIES INC 33,571 38,035
    NESTLE SA ADR 50,849 85,906
    NIKE INC B 91,127 105,335
    NMI HOLDINGS INC 65,783 62,797
    NORTHROP GRUMMAN CORP 58,696 61,931
    NOVARTIS AG 26,646 25,716
    NRG ENERGY INC 66,195 82,714
    NV5 GLOBAL INC 33,020 43,508
    NVIDIA CORP 79,544 157,643
    OASIS PETROLEUM ORD 31,041 42,459
    OCEANFIRST FINANCIAL CORP 24,917 35,320
    OLD SECOND BANCORP INC 25,753 24,903
    OMNICELL INC 30,605 41,862
    ONEMAIN HLDGS INC 40,166 33,277
    ONTO INNOVATION INC 26,937 35,329
    OPEN LENDING CL A ORD 29,643 20,659
    OPTIMIZERX CORP 31,248 28,136
    PACIRA BIOSCIENCES INC 27,396 28,521
    PAR FUND SPV 434,470 48,451
    PEARSON PLC 17,853 17,506
    PERFICIENT INC 29,658 31,805
    PERNOD RICARD ADR 62,279 88,039
    PFIZER INC 38,707 73,694
    PHILLIPS 66 48,903 49,273
    PIEDMONT OFFICE REALTY TRUST INC 26,253 28,085
    PNC FINANCIAL SERVICES GROUP INC 46,280 80,208
    PROCTER & GAMBLE CO 21,193 40,895
    PROG HOLDINGS INC 27,443 43,576
    PRUDENTIAL PLC 16,856 15,080
    QUALYS INC 30,614 35,540
    QUEST DIAGNOSTICS INC 43,590 58,823
    RAYTHEON TECHNOLOGIES ORD 40,077 53,357
    REGAL REXNORD CORP 9,479 30,292
    RELX PLC AMERICAN DEPOSITARY SHARES 47,997 60,850
    RESMED INC 59,320 111,225
    RESTAURANT BRANDS INTL INC COM 31,863 28,156
    RYANAIR HOLDINGS PLC 25,333 29,164
    RYDER SYSTEM INC 52,750 55,475
    RYOHIN KEIKAKU CO LTD 22,441 20,508
    SAFRAN SA 48,131 38,023
    SAMPO OYJ 30,858 35,037
    SANDVIK AB ADR 21,468 29,627
    SANOFI 58,931 63,978
    SCHWAB S&P 500 INDEX 1,680,829 3,781,037
    SCHWEITZER-MAUDUIT INTERNATIONAL INC 27,252 23,501
    SEAGATE TECHNOLOGY HOLDINGS PLC 23,116 63,382
    SELECTIVE INSURANCE GROUP INC 13,063 28,843
    SERVICENOW INC 95,054 120,734
    SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD 59,883 51,014
    SHIMANO INC 29,985 41,287
    SHOPIFY INC 28,387 92,285
    SIKA AG 48,653 94,632
    SITIME CORP 49,917 66,407
    SLM CORP 10,899 27,951
    SMITH & NEPHEW PLC 18,788 18,141
    SNAP-ON INC 43,906 43,722
    SOLARIS OILFIELD INFRASTRUCTURE INC 36,433 24,392
    SOUTH ST CORP COM 31,348 31,563
    SPECTRUM BRANDS HOLDINGS INC COM 15,815 29,906
    STAG INDUSTRIAL INC 15,612 30,359
    STARBUCKS CORP 45,807 84,335
    STATE STREET CORPORATION 28,026 37,665
    STERIS PLC 43,539 80,569
    STERLING CONSTRUCTION CO INC 27,782 32,744
    SUMITOMO MITSUI FINANCIAL GROUP INC 30,842 32,212
    SUNCOR ENERGY INC 22,371 22,827
    SUZUKI MOTOR CORP 22,413 19,417
    TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 45,044 139,800
    TARGET CORP 16,191 53,926
    TEGNA INC 25,220 39,421
    TELENOR ASA 25,353 22,877
    TESCO PLC 46,169 46,049
    TEXAS INSTRUMENTS INC 67,193 71,996
    TEXAS ROADHOUSE INC 27,641 26,427
    THE HAIN CELESTIAL GROUP INC 21,985 19,771
    THE HOME DEPOT INC 66,589 100,432
    THE INTERPUBLIC GROUP OF COMPANIES INC 53,370 59,770
    THE KRAFT HEINZ CO 44,809 44,157
    THE SIMPLY GOOD FOODS CO 27,047 32,383
    THERMO FISHER SCIENTIFIC INC 114,964 150,129
    TOPBUILD CORP 32,539 40,007
    TRAVEL+LEISURE CO 31,427 33,217
    TREX CO INC 29,441 35,648
    TRUIST FINL CORP COM 63,502 95,027
    TTEC HOLDINGS INC 17,963 26,622
    UFP INDUSTRIES INC 27,006 34,596
    UNILEVER PLC ADR 42,916 39,267
    UNITEDHEALTH GROUP INC 128,718 181,273
    UPLAND SOFTWARE INC 31,301 13,311
    VALVOLINE INC 22,002 36,693
    VERISK ANALYTICS INC 127,282 150,733
    VESTAS WIND SYSTEMS A/S 21,011 28,649
    VF CORP 48,226 43,932
    VISA INC CLASS A 144,248 153,647
    VOLKSWAGEN AG 22,699 25,542
    WALGREEN BOOTS ALLIANCE INC COM 31,881 39,068
    WAL-MART STORES INC 24,598 61,349
    WATER ISLAND CREDIT OPPORTUNITIES I 249,182 258,753
    WEST PHARMACEUTICAL SERVICES INC 97,545 147,269
    WHIRLPOOL CORP 20,499 37,780
    WOLTERS KLUWER NV 20,536 32,016
    WORLD FUEL SERVICES CORP 24,270 24,935
    WUXI BIOLOGICS (CAYMAN) INC 67,014 51,873

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    US Government Securities - End of Year Book Value:

    448,686
    US Government Securities - End of Year Fair Market Value:

    447,025
    State & Local Government Securities - End of Year Book Value:


    306,822
    State & Local Government Securities - End of Year Fair Market Value:


    300,952


    TY 2021 LandEtcSchedule2
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CHAIR 799 799 0  
    OFFICE FURNITURE 16,341 16,339 2  
    REFRIGERATOR 276 273 3  
    OFFICE FURNITURE 10,145 10,145 0  
    FURNITURE & FIXT 1,895 1,895 0  
    FURNITURE & FIXT 3,008 3,008 0  
    FURNITURE & FIXT 3,008 3,008 0  
    FURNITURE & FIXT 3,143 3,143 0  
    FURNITURE & FIXT 10,134 10,134 0  
    COMPUTER & EQUIP 903 903 0  
    COMPUTER & EQUIP 2,367 2,367 0  
    COMPUTER & EQUIP 1,398 1,398 0  
    COMPUTER & EQUIP 1,407 1,407 0  
    COMPUTER & EQUIP 3,164 2,426 738  
    COMPUTER & EQUIP 11,310 8,106 3,204  


    TY 2021 LegalFeesSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,687 672   2,015


    TY 2021 OtherAssetsSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASED INTEREST 1,457 811 811
    DIVIDEND RECEIVABLE 602 2,189 2,189


    TY 2021 OtherExpensesSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 3,024 0   3,024
    INSURANCE 27,777 6,944   20,833
    MISC OFFICE EXPENSES 22,672 5,668   17,004
    REPAIRS AND MAINTENANCE 14,097 3,524   10,573


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME 500 500 500


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANT FEES 1,050 263   787
    INVESTMENT MANAGEMENT FEES 147,042 147,042   0


    TY 2021 TaxesSchedule
    Name:
    THE SIRAGUSA FAMILY FOUNDATION
    EIN:
    36-3100492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 60,000 0   0
    FOREIGN TAXES 14,865 14,865   0
    MISCELLANEOUS TAX 15 0   15
    PAYROLL TAX 17,206 4,301   12,905