Form990-PF
Click to see attachment
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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
COLONEL (IL) JAMES N PRITZKER FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)104 S MICHIGAN AVE 1120
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

30-0040386
B Telephone number (see instructions)

(312) 374-9390
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$104,212,573
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) 10,262,930
2 Check bullet.............
3 Interest on savings and temporary cash investments 189,143 207,633  
4 Dividends and interest from securities... 882,480 1,140,976  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,240,613
b Gross sales price for all assets on line 6a 20,094,172
7 Capital gain net income (from Part IV, line 2)... 10,187,568
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)....... 213,771 -181,317 0
12 Total. Add lines 1 through 11........ 19,788,937 11,354,860 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 192,154 0 0 174,071
15 Pension plans, employee benefits....... 91,838 0 0 53,867
16a Legal fees (attach schedule)......... 851 0 0 851
b Accounting fees (attach schedule)....... 114,728 51,502 0 36,252
c Other professional fees (attach schedule).... 1,836,523 718,667 0 895,404
17 Interest...............   13,395    
18 Taxes (attach schedule) (see instructions)... 78,000 69,918 0 0
19 Depreciation (attach schedule) and depletion... 3,374 0 0
20 Occupancy.............. 1,228 0 0 1,198
21 Travel, conferences, and meetings....... 4,914 0 0 4,529
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 51,208 1,834 0 60,402
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,374,818 855,316 0 1,226,574
25 Contributions, gifts, grants paid....... 8,606,266 8,543,735
26 Total expenses and disbursements. Add lines 24 and 25 10,981,084 855,316 0 9,770,309
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,807,853
b Net investment income (if negative, enter -0-) 10,499,544
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............. 331,009 5,112,320 5,112,320
2 Savings and temporary cash investments......... 2,524,697 3,042,766 3,042,766
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)..... 42,737 37,004 37,004
7 Other notes and loans receivable (attach schedule) bullet250,000
Less: allowance for doubtful accounts bullet0 300,000 Click to see attachment250,000 250,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,302 10,709 10,709
10a Investments—U.S. and state government obligations (attach schedule) 5,464,983 Click to see attachment5,967,636 5,967,636
b Investments—corporate stock (attach schedule)....... 49,099,217 Click to see attachment61,882,487 61,882,487
c Investments—corporate bonds (attach schedule)....... 4,224,842 Click to see attachment3,531,603 3,531,603
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,200,914 Click to see attachment24,373,587 24,373,587
14 Land, buildings, and equipment: basis bullet105,015
Less: accumulated depreciation (attach schedule) bullet100,554 3,366 4,461 4,461
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,205,067 104,212,573 104,212,573
Liabilities 17 Accounts payable and accrued expenses.......... 45,630 108,509
18 Grants payable................. 6,519,227 6,150,077
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) Click to see attachment53,528 Click to see attachment26,800
23 Total liabilities (add lines 17 through 22)......... 6,618,385 6,285,386
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........... 75,584,373 97,924,878
25 Net assets with donor restrictions............ 2,309 2,309
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 75,586,682 97,927,187
30 Total liabilities and net assets/fund balances (see instructions). 82,205,067 104,212,573
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
75,586,682
2
Enter amount from Part I, line 27a .....................
2
8,807,853
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,581,032
4
Add lines 1, 2, and 3 ..........................
4
97,975,567
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
48,380
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
97,927,187
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 INVESTMENTS IN LIMITED PARTNERSHIP P    
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
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       4,943,370
b 21,441,515   16,748,755 4,692,760
c 551,438     551,438
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       4,943,370
b       4,692,760
c       551,438
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 10,187,568
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 0
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........................... 3 145,944
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- ..... 5 145,944
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 76,487
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,487
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 59,457
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TAWANIFOUNDATION.ORG
    14
    The books are in care ofbulletSHARI L KOEHLER Telephone no.bullet (312) 374-9455

    Located atbullet104 S MICHIGAN AVE NO 1120CHICAGOIL ZIP+4bullet60603
    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)
    Yes
     
    (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)
    Yes
     
    (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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    COLONEL IL JENNIFER N PRITZKER PRESIDENT
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    MARY F PARTHE SECRETARY
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    SHARI L KOEHLER TREASURER
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    LEWIS M COLLENS DIRECTOR
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    CHARLES E DOBRUSIN ESQ DIRECTOR (THRU 4/2021)
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    COLONEL DAVID R PELIZZON USA RET DIRECTOR
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    ANDREW PRITZKER DIRECTOR
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    TAL HAVA PRITZKER DIRECTOR
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    WILLIAM PRITZKER DIRECTOR
    0.25
    0 0 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    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
    SUSAN RIFKIN EXEC DIR; COO PHILAN
    16.00
    90,678 13,617 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    LINDA BERKOWITZ GRANTS MANAGER
    20.00
    35,784 17,904 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    THEODORE MOSTERD OFFICE MANAGER
    20.00
    41,073 9,623 0
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    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
    THE NORTHERN TRUST COMPANY INVESTMENT MGMT FEE 423,094
    PO BOX 803878
    CHICAGO,IL60680
    TEI PROFESSIONAL SERVICES MANAGEMENT FEE 185,253
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    GRANT THORNTON LLP ACCOUNTING 66,005
    171 N CLARK ST SUITE 200
    CHICAGO,IL60601
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2 N/A 0
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    65,255,370
    b
    Average of monthly cash balances.......................
    1b
    7,582,328
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,373,587
    d
    Total (add lines 1a, b, and c).........................
    1d
    97,211,285
    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
    97,211,285
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,458,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    95,753,116
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,787,656
    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
    4,787,656
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    145,944
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    14,508
    c
    Add lines 2a and 2b............................
    2c
    160,452
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,627,204
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,627,204
    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
    4,627,204
    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 4,627,204
    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...... 9,713,995
    b From 2017...... 7,879,276
    c From 2018...... 7,541,919
    d From 2019...... 7,507,521
    e From 2020...... 5,549,671
    f Total of lines 3a through e ........ 38,192,382
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,770,309
    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)........
    Click to see attachment0
    d Applied to 2021 distributable amount..... 4,627,204
    e Remaining amount distributed out of corpus 5,143,105
    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 43,335,487
    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) ...
    9,713,995
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    33,621,492
    10 Analysis of line 9:
    a Excess from 2017.... 7,879,276
    b Excess from 2018.... 7,541,919
    c Excess from 2019.... 7,507,521
    d Excess from 2020.... 5,549,671
    e Excess from 2021.... 5,143,105
    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).)
    COLONEL IL JENNIFER N PRITZKER
    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
    14TH STREET Y
    344 E 14TH ST
    NEW YORK,NY10003
    N/A PC GENERAL SUPPORT 20,000
    A JUST HARVEST
    7653 N PAULINA ST
    CHICAGO,IL60626
    N/A PC GENERAL SUPPORT 15,000
    A SILVER LINING FOUNDATION
    134 N LASALLE ST STE 1218
    CHICAGO,IL60602
    N/A PC GENERAL SUPPORT 3,500
    AD GERMAN WAREHOUSE CONSERVANCY
    PO BOX 436
    RICHLAND CENTER,WI53581
    N/A PC GENERAL SUPPORT 50,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL60605
    N/A PC GENERAL SUPPORT 5,000
    AIDS FOUNDATION OF CHICAGO
    200 W MONROE STE 1150
    CHICAGO,IL60606
    N/A PC GENERAL SUPPORT 1,000
    AMERICAN CIVIL LIBERTIES UNION OF TENNESSEE FOUNDATION
    PO BOX 120160
    NASHVILLE,TN37128
    N/A PC GENERAL SUPPORT 298,000
    AMERICAN FARM SCHOOL
    800 THIRD AVE STE 2800
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 9,775
    AMERICAN JEWISH HISTORICAL SOCIETY
    15 W 16TH ST
    NEW YORK,NY10011
    N/A PC GENERAL SUPPORT 1,000
    AMERICAN RED CROSS OF GREATER CHICAGO
    2200 W HARRISON ST
    CHICAGO,IL60612
    N/A PC GENERAL SUPPORT 2,500
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902
    N/A PC GENERAL SUPPORT 10,000
    AMNESTY INTERNATIONAL INC
    5 PENN PLZ 16TH FL
    NEW YORK,NY10001
    N/A PC GENERAL SUPPORT 20,000
    BERNIE'S BOOK BANK
    917 N SHORE DR
    LAKE BLUFF,IL60044
    N/A PC GENERAL SUPPORT 25,000
    BIRTHRIGHT ISRAEL FOUNDATION
    PO BOX 21615
    NEW YORK,NY10087
    N/A PC GENERAL SUPPORT 1,000
    BOYS HOPE AND GIRLS HOPE OF ILLINOIS
    1100 LARAMIE AVE
    WILMETTE,IL60091
    N/A PC GENERAL SUPPORT 250
    CAMP NEBAGAMON SCHOLARSHIP FUND
    PO BOX 331
    EAST TROY,WI53120
    N/A PC GENERAL SUPPORT 5,000
    CAMPERSHIPS FOR NEBAGAMON
    PO BOX 331
    EAST TROY,WI53120
    N/A PC GENERAL SUPPORT 5,000
    CANTERUSA CHICAGO
    2688 REEDGRASS WAY
    WAUCONDA,IL60084
    N/A PC GENERAL SUPPORT 4,800
    CARE USA
    PO BOX 1870
    MERRIFIELD,VA22116
    N/A PC GENERAL SUPPORT 10,000
    CENTER FOR INITIATIVES IN ART AND CULTURE
    333 E 57TH ST
    NEW YORK,NY10022
    N/A PC GENERAL SUPPORT 10,000
    CHICAGO ARCHITECTURE CENTER
    111 E WACKER DR STE 1321
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 80,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK RD
    GLENCOE,IL60022
    N/A PC GENERAL SUPPORT 5,000
    CHICAGO HISTORY MUSEUM
    1601 N CLARK ST
    CHICAGO,IL606146038
    N/A PC GENERAL SUPPORT 280,000
    CHICAGO HOUSE AND SOCIAL SERVICES AGENCY
    2229 S MICHIGAN AVE STE 304
    CHICAGO,IL60616
    N/A PC GENERAL SUPPORT 13,200
    CHICAGO HUMANITIES FESTIVAL
    500 N DEARBORN ST STE 825
    CHICAGO,IL60654
    N/A PC GENERAL SUPPORT 6,000
    CHICAGO POLICE MEMORIAL FOUNDATION
    10343 SOUTH PULASKI ROAD
    CHICAGO,IL60655
    N/A PC GENERAL SUPPORT 1,000
    CHICAGO PUBLIC LIBRARY FOUNDATION
    200 W MADISON ST 3RD FL
    CHICAGO,IL60606
    N/A PC GENERAL SUPPORT 12,500
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL606043328
    N/A PC GENERAL SUPPORT 250,000
    COLUMBIA UNIVERSITY LIBRARIES BUTLER LIBRARY
    535 W 114TH ST RM 507C
    NEW YORK,NY10027
    N/A PC GENERAL SUPPORT 5,000
    CORNELL UNIVERSITY
    130 E SENECA ST STE 400
    ITHACA,NY14850
    N/A PC GENERAL SUPPORT 50,000
    EMANUEL CONGREGATION
    5959 N SHERIDAN RD
    CHICAGO,IL60660
    N/A PC GENERAL SUPPORT 25,000
    EQUALITY ILLINOIS EDUCATION PROJECT
    73 W MONROE SUITE 401
    CHICAGO,IL60603
    N/A PC GENERAL SUPPORT 55,000
    EVANSTON HISTORY CENTER
    225 GREENWOOD ST
    EVANSTON,IL60201
    N/A PC GENERAL SUPPORT 50,000
    FAMILY TREE CLINIC
    1619 DAYTON AVE 205
    SAINT PAUL,MN55104
    N/A PC GENERAL SUPPORT 100,000
    FEED OUR RURAL KIDS (FORK)
    4887 ECHO RIDGE DR
    EAGLE RIVER,WI54521
    N/A PC GENERAL SUPPORT 5,000
    FEEDING AMERICA
    35 E WACKER DR STE 2000
    SAINT PAUL,IL60601
    N/A PC GENERAL SUPPORT 100,000
    FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
    N/A PC GENERAL SUPPORT 130,623
    FOREFRONT
    208 S LASALLE ST STE 1540
    CHICAGO,IL60604
    N/A PC GENERAL SUPPORT 10,000
    FRANCIS W PARKER SCHOOL
    330 W WEBSTER AVE
    CHICAGO,IL60614
    N/A PC GENERAL SUPPORT 10,000
    FRANK LLOYD WRIGHT BUILDING CONSERVANCY
    53 W JACKSON BLVD STE 1120
    CHICAGO,IL606043567
    N/A PC GENERAL SUPPORT 25,000
    FRANK LLOYD WRIGHT TRUST
    209 S LASALLE ST STE 118
    CHICAGO,IL60604
    N/A PC GENERAL SUPPORT 20,000
    FRANKLIN CREEK CONSERVATION ASSOCIATION
    1893 TWIST RD
    GROVE,IL61031
    N/A PC GENERAL SUPPORT 2,022
    FREEDOM FOR ALL AMERICANS EDUCATION FUND
    1629 K ST NW STE 300
    WASHINGTON,DC20006
    N/A PC GENERAL SUPPORT 50,000
    FRIENDS OF NACHUSA GRASSLANDS
    8772 S LOWDEN RD
    FRANKLIN GROVE,IL61031
    N/A PC GENERAL SUPPORT 5,000
    GLENCOE HISTORICAL SOCIETY
    375 PARK AVE
    GLENCOE,IL60022
    N/A PC GENERAL SUPPORT 25,000
    GLESSNER HOUSE MUSEUM
    1800 S PRAIRIE AVE
    CHICAGO,IL60616
    N/A PC GENERAL SUPPORT 16,500
    GOODLETTSVILLE FIRE DEPARTMENT KIDS CHRISTMAS
    105 LONG HOLLOW PIKE
    GOODLETTSVILLE,TN37072
    N/A PC GENERAL SUPPORT 15,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632
    N/A PC GENERAL SUPPORT 1,024,000
    HARBOR CAMPS FBO CAMP ARANU'TIQ
    PO BOX 920251
    NEEDHAM,MA02492
    N/A PC GENERAL SUPPORT 25,000
    HARTFORD SYMPHONY ORCHESTRA
    166 CAPITAL AVENUE
    HARTFORD,CT06106
    N/A PC GENERAL SUPPORT 25,000
    HEALTHY SCHOOLS CAMPAIGN
    2545 WEST DIVERSEY AVENUE SUITE 214
    CHICAGO,IL60647
    N/A PC GENERAL SUPPORT 50,000
    HOWARD YOUNG FOUNDATION
    PO BOX 470 240 MAPLE ST
    WOODRUFF,WI54568
    N/A PC GENERAL SUPPORT 2,000
    ILLINOIS NETWORK OF CHARTER SCHOOLS (INCS)
    150 N MICHIGAN AVE STE 430
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 5,000
    INEQUALITY MEDIA
    PO BOX 9323
    BERKELEY,CA94709
    N/A PC GENERAL SUPPORT 330
    INTERNATIONAL RESCUE COMMITTEE (IRC)
    PO BOX 6068
    ALBERT LEA,MN560079847
    N/A PC GENERAL SUPPORT 40,000
    JAMES B MORAN CENTER FOR YOUTH ADVOCACY
    1900 A DEMPSTER ST
    EVANSTON,IL60202
    N/A PC GENERAL SUPPORT 2,000
    JESSE WHITE FOUNDATION
    412 W CHICAGO AVE
    CHICAGO,IL60654
    N/A PC GENERAL SUPPORT 5,000
    KENOSHA CHRISTMAS CHARITIES (THE GOODFELLOWS)
    5800 7TH AVENUE
    KENOSHA,WI53140
    N/A PC GENERAL SUPPORT 1,000
    KENTUCKY STATE TREASURER FBO TEAM WESTERN KENTUCKY TORNADO RELIEF FUND
    500 MERO STREET 218 NC
    FRANKFORT,KY40601
    N/A GOV GENERAL SUPPORT 15,000
    KINSEY INSTITUTEIU FOUNDATION LINDLEY HALL
    428150 S WOODLAWN AVE
    BLOOMINGTON,IN47405
    N/A PC GENERAL SUPPORT 15,000
    LANDMARKS ILLINOIS
    30 N MICHIGAN AVE STE 2020
    CHICAGO,IL606023402
    N/A PC GENERAL SUPPORT 26,500
    LAURENT HOUSE FOUNDATION
    4646 SPRING BROOK RD
    ROCKFORD,IL61114
    N/A PC GENERAL SUPPORT 12,500
    LILLIAN & BETTY RATNER MONTESSORI SCHOOL
    27575 SHAKER BLVD
    PEPPER PIKE,OH44124
    N/A PC GENERAL SUPPORT 5,000
    LINCOLN PARK ZOO WOMEN'S BOARD
    2001 N CLARK ST
    CHICAGO,IL60614
    N/A PC GENERAL SUPPORT 25,000
    LINCOLN PARK ZOO
    2001 N CLARK ST
    CHICAGO,IL60614
    N/A PC GENERAL SUPPORT 1,400,000
    LOYOLA UNIVERSITY CHICAGO WATER TOWER CAMPUS
    820 N MICHIGAN AVE
    CHICAGO,IL60611
    N/A PC GENERAL SUPPORT 700,000
    LUMINARTS CULTURAL FOUNDATION AT ULCC
    65 WEST JACKSON BLVD STE 901
    CHICAGO,IL60604
    N/A PC GENERAL SUPPORT 5,000
    MICHAEL D PALM CENTER
    2370 MARKET ST 405
    SAN FRANCISCO,CA94114
    N/A PC GENERAL SUPPORT 353,375
    MITCHELL MUSEUM OF THE AMERICAN INDIAN
    3001 CENTRAL ST
    EVANSTON,IL60201
    N/A PC GENERAL SUPPORT 5,000
    MSF USA
    40 RECTOR ST 16TH FL
    NEW YORK,NY100061705
    N/A PC GENERAL SUPPORT 50,500
    NATIONAL CENTER FOR TRANSGENDER EQUALITY
    1133 19TH ST NW STE 302
    WASHINGTON,DC20036
    N/A PC GENERAL SUPPORT 62,500
    NATIONAL PUBLIC RADIO INC (US)
    1111 N CAPITAL ST NE
    WASHINGTON,DC20002
    N/A PC GENERAL SUPPORT 20,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW STE 1100
    WASHINGTON,DC20037
    N/A PC GENERAL SUPPORT 30,000
    NEW ISRAEL FUND
    2100 M ST NW STE 619
    WASHINGTON,DC200371269
    N/A PC GENERAL SUPPORT 80,000
    NEW YORK PUBLIC RADIO - WNYC
    160 VARICK ST 8TH FL
    NEW YORK,NY10013
    N/A PC GENERAL SUPPORT 24,000
    NORTHWESTERN FEINBERG SCHOOL OF MEDICINE
    1201 DAVIS STREET RM 1-400
    EVANSTON,IL60208
    N/A SO I GENERAL SUPPORT 30,000
    OPERA THEATRE OF ST LOUIS SALLEY S LEVY OPERA CENTER
    210 HAZEL AVE
    ST LOUIS,MO63119
    N/A PC GENERAL SUPPORT 35,000
    OXFAM AMERICA INC
    226 CAUSEWAY ST 5TH FL
    BOSTON,MA02114
    N/A PC GENERAL SUPPORT 50,000
    PAWS CHICAGO
    1997 N CLYBOURN AVE
    CHICAGO,IL60614
    N/A PC GENERAL SUPPORT 15,000
    POETRY FOUNDATION
    61 WEST SUPERIOR STREET
    CHICAGO,IL60654
    N/A EOF GENERAL SUPPORT 4,800
    PRESERVATION CHICAGO
    205 W MONROE STE 400
    CHICAGO,IL60606
    N/A PC GENERAL SUPPORT 42,500
    PRITZKER MILITARY FOUNDATION
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    N/A PF SALARY/BENEFITS & GENERAL OFFICE EXPENSES 431,681
    PRITZKER MILITARY MUSEUM & LIBRARY
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    N/A POF GENERAL SUPPORT 25
    PROJECT HOOD COMMUNITIES DEVELOPMENT CORPORATION
    6620 S MARTIN LUTHER KING DR
    CHICAGO,IL60637
    N/A PC GENERAL SUPPORT 10,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013
    N/A PC GENERAL SUPPORT 330
    RAILS TO TRAILS CONSERVANCY
    2121 WARD CT NW 5TH FL
    WASHINGTON,DC20037
    N/A PC GENERAL SUPPORT 25,000
    RAVINIA
    418 SHERIDAN RD
    HIGHLAND PARK,IL60035
    N/A PC GENERAL SUPPORT 25,000
    RUSH UNIVERSITY MEDICAL CENTER OFFICE OF PHILANTHROPY
    1700 W VAN BUREN ST STE 250
    CHICAGO,IL60657
    N/A PC GENERAL SUPPORT 21,886
    SETI INSTITUTE
    189 BERNARDO AVE STE 200
    MOUNTAIN VIEW,CA94043
    N/A PC GENERAL SUPPORT 500,000
    SHEDD AQUARIUM
    1200 S LAKE SHORE DR
    CHICAGO,IL60605
    N/A PC GENERAL SUPPORT 5,000
    SOCIAL GOOD FUND - FBO PROJECT LPAC
    12651 SAN PABLO AVE 5473
    RICHMOND,CA94801
    N/A PC GENERAL SUPPORT 7,500
    SOCIETY OF ARCHITECTURAL HISTORIANS
    1365 N ASTOR ST
    CHICAGO,IL60610
    N/A PC GENERAL SUPPORT 2,500
    ST LOUIS SYMPHONY ORCHESTRA
    718 N GRAND BLVD
    ST LOUIS,MO63103
    N/A PC GENERAL SUPPORT 15,000
    STREETWISE INC
    2009 S STATE ST
    CHICAGO,IL60616
    N/A PC GENERAL SUPPORT 1,000
    TEAM RUBICON
    6171 W CENTURY BLVD STE 310
    LOS ANGELES,CA90045
    N/A PC GENERAL SUPPORT 10,000
    THE CENTER FOR PUBLIC JUSTICE FBO FAIRNESS FUND
    PO BOX 48368
    WASHINGTON,DC20002
    N/A PC GENERAL SUPPORT 100,000
    THE CHICAGO COMMUNITY TRUST
    225 N MICHIGAN AVE SUITE 2200
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 35,000
    THE JOHN HOWARD ASSOCIATION OF ILLINOIS
    70 E LAKE ST STE 1116
    CHICAGO,IL60601
    N/A PC GENERAL SUPPORT 5,000
    THE NEWBERRY LIBRARY
    60 W WALTON ST
    CHICAGO,IL60610
    N/A PC GENERAL SUPPORT 10,000
    THE OHIO STATE UNIVERSITY FOUNDATION
    1480 W LANE AVE
    COLUMBUS,OH43221
    N/A PC GENERAL SUPPORT 50,000
    THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    615 W 131ST ST RM 667
    NEW YORK,NY10027
    N/A PC GENERAL SUPPORT 25,000
    THE WHITE HOUSE HISTORICAL ASSOCIATION
    1610 H STREET
    WASHINGTON,DC20006
    N/A PC GENERAL SUPPORT 1,948
    THE WILLIAMS INSTITUTE UCLA SCHOOL OF LAW
    10889 WILSHIRE BLVD 1500
    LOS ANGELES,CA90024
    N/A PC GENERAL SUPPORT 200,000
    THISTLE FARMS INC
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209
    N/A PC GENERAL SUPPORT 17,500
    TRANSGENDER LEGAL DEFENSE & EDUCATION FUND INC
    20 W 20TH ST STE 705
    NEW YORK,NY10011
    N/A PC GENERAL SUPPORT 50,000
    TRANSPORTATION ALTERNATIVES
    111 JOHN ST STE 260
    NEW YORK,NY10038
    N/A PC GENERAL SUPPORT 50,000
    TREE HOUSE HUMANE SOCIETY
    7225 N WESTERN AVE
    CHICAGO,IL60645
    N/A PC GENERAL SUPPORT 750
    TULANE UNIVERSITY
    1555 POYDRAS ST STE 1000
    NEW ORLEANS,LA70112
    N/A PC GENERAL SUPPORT 343,486
    UNITED STATES NATIONAL HOLOCAUST MEMORIAL MUSEUM
    MIDWEST REGIONAL OFFICE PO BOX 1852
    HIGHLAND PARK,IL60035
    N/A PC GENERAL SUPPORT 5,000
    UNITY TEMPLE RESTORATION FOUNDATION
    875 LAKE ST
    OAK PARK,IL60301
    N/A SO III FI GENERAL SUPPORT 100,000
    UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES FOUNDATION FUND
    4301 W MARKHAM ST 716
    LITTLE ROCK,AR722057199
    N/A PC GENERAL SUPPORT 2,500
    UNIVERSITY OF CHICAGO LIBRARY
    1100 E 57TH ST
    CHICAGO,IL60637
    N/A PC GENERAL SUPPORT 52,000
    UNIVERSITY OF MINNESOTA FOUNDATION MCNAMARA ALUMNI CENTER
    200 OAK ST SE STE 500
    MINNEAPOLIS,NM554552010
    N/A PC GENERAL SUPPORT 542,530
    VILAS COUNTY ECONOMIC DEVELOPMENT CORPORATION
    521 E WALL ST
    EAGLE RIVER,WI54521
    N/A PC GENERAL SUPPORT 25,000
    WALTER E OLSON MEMORIAL LIBRARY FOUNDATION
    PO BOX 1076 203 N MAIN ST
    EAGLE RIVER,WI54521
    N/A PC GENERAL SUPPORT 20,000
    WINDOW TO THE WORLD COMMUNICATIONS INC
    5400 N ST LOUIS AVE
    CHICAGO,IL606254698
    N/A PC GENERAL SUPPORT 125,000
    WINGS PROGRAM INC
    PO BOX 95615
    PALATINE,IL60095
    N/A PC GENERAL SUPPORT 20,250
    WOMEN FOR AFGHAN WOMEN
    158-24 73RD AVE 2ND FL
    FRESH MEADOWS,NY11366
    N/A PC GENERAL SUPPORT 5,600
    WOMEN'S BUSINESS DEVELOPMENT CENTER
    8 S MICHIGAN AVE 4TH FL
    CHICAGO,IL60603
    N/A PC GENERAL SUPPORT 50,000
    WORLD PEDIATRIC PROJECT
    7201 GLEN FOREST DRIVE STE 304
    RICHMOND,VA23226
    N/A PC GENERAL SUPPORT 34,280
    WRIGHT-WAY RESCUE
    5915 LINCOLN AVE
    MORTON GROVE,IL60053
    N/A PC GENERAL SUPPORT 10,000
    YWCA METROPOLITAN CHICAGO
    1 N LASALLE ST STE 1700
    CHICAGO,IL60602
    N/A PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 8,975,441
    bApproved for future payment
    AD GERMAN WAREHOUSE CONSERVANCY
    PO BOX 436
    RICHLAND CENTER,WI53581
    N/A PC GENERAL SUPPORT 100,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL606043328
    N/A PC GENERAL SUPPORT 250,000
    EQUALITY ILLINOIS EDUCATION PROJECT
    73 W MONROE SUITE 401
    CHICAGO,IL60603
    N/A PC GENERAL SUPPORT 110,000
    EVANSTON HISTORY CENTER
    225 GREENWOOD ST
    EVANSTON,IL60201
    N/A PC GENERAL SUPPORT 200,000
    FAMILY TREE CLINIC
    1619 DAYTON AVE 205
    SAINT PAUL,MN55104
    N/A PC GENERAL SUPPORT 300,000
    FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605
    N/A PC GENERAL SUPPORT 104,612
    FREEDOM FOR ALL AMERICANS EDUCATION FUND
    1629 K ST NW STE 300
    WASHINGTON,DC20006
    N/A PC GENERAL SUPPORT 50,000
    FRIENDS OF NACHUSA GRASSLANDS
    8772 S LOWDEN RD
    FRANKLIN GROVE,IL61031
    N/A PC GENERAL SUPPORT 70,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632
    N/A PC GENERAL SUPPORT 1,000,000
    HARTFORD SYMPHONY ORCHESTRA
    166 CAPITAL AVENUE
    HARTFORD,CT06106
    N/A PC GENERAL SUPPORT 25,000
    HOWARD BROWN HEALTH CENTER
    1025 W SUNNYSIDE AVENUE SUITE 100
    CHICAGO,IL60640
    N/A PC GENERAL SUPPORT 1,000,000
    LANDMARKS ILLINOIS
    30 N MICHIGAN AVE STE 2020
    CHICAGO,IL606023402
    N/A PC GENERAL SUPPORT 25,000
    MICHAEL D PALM CENTER
    2370 MARKET ST 405
    SAN FRANCISCO,CA94114
    N/A PC GENERAL SUPPORT 187,500
    NORTHWESTERN FEINBERG SCHOOL OF MEDICINE
    1201 DAVIS STREET RM 1-400
    EVANSTON,IL60208
    N/A SO I GENERAL SUPPORT 100,000
    PRESERVATION CHICAGO
    205 W MONROE STE 400
    CHICAGO,IL60606
    N/A PC GENERAL SUPPORT 167,500
    SOCIAL GOOD FUND - FBO PROJECT LPAC
    12651 SAN PABLO AVE 5473
    RICHMOND,CA94801
    N/A PC GENERAL SUPPORT 7,500
    THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    615 W 131ST ST RM 667
    NEW YORK,NY10027
    N/A PC GENERAL SUPPORT 25,000
    THISTLE FARMS INC
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209
    N/A PC GENERAL SUPPORT 17,500
    WORLD PEDIATRIC PROJECT
    7201 GLEN FOREST DRIVE STE 304
    RICHMOND,VA23226
    N/A PC GENERAL SUPPORT 34,280
    Total .................................bullet 3b 3,773,892
    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 ...........
        14 189,143  
    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 ............
    901101 280,577 18 7,960,036  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aLP INCOME/(LOSS)
    901101 122,765 01 -19,015  
    bSERVICE AGREEMENT REV         60,000
    cEXCISE TAX REFUND     01 50,021  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 403,342 9,062,665 60,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,526,007
    (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.)
    11B PROGRAMMATIC SHARED SERVICE SUPPORT OF PEOPLE, MARKETING AND OTHERS.
    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
    COLONEL (IL) JAMES N PRITZKER FUND
     
    Employer identification number

    30-0040386
    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
    COLONEL (IL) JAMES N PRITZKER FUND
     
    Employer identification number
    30-0040386
    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
    JNP 2010 PARACHUTE TRUST N3
    104 S MICHIGAN AVE NO 1120
     
    CHICAGO, IL60603

    $ 3,771,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JNP 2011 PARACHUTE TRUST N1
    104 S MICHIGAN AVE NO 1120
     
    CHICAGO, IL60603

    $ 3,740,606


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    2010 N3 PURPOSE TRUST
    104 S MICHIGAN AVE NO 1120
     
    CHICAGO, IL60603

    $ 1,073,137


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    JNP 2007 PARACHUTE TRUST N2
    104 S MICHIGAN AVE NO 1120
     
    CHICAGO, IL60603

    $ 752,257


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    JNP 2010 PARACHUTE TRUST N2
    104 S MICHIGAN AVE NO 1120
     
    CHICAGO, IL60603

    $ 680,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    TAL HAVA PRITZKER
    311 E 11TH STREET PH2D
     
    NEW YORK, NY10003

    $ 207,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    COLONEL (IL) JAMES N PRITZKER FUND
     
    Employer identification number
    30-0040386
    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
    7
    ERIN SOLARO
    103 W CHESTNUT
     
    CHICAGO, IL60610

    $ 28,930


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    MARY PARTHE
    1754 HARRISON STREET
     
    GLENVIEW, IL60035

    $ 10,000


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    COLONEL (IL) JAMES N PRITZKER FUND
     
    Employer identification number

    30-0040386
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    COLONEL (IL) JAMES N PRITZKER FUND
     
    Employer identification number

    30-0040386
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 114,728 51,502 0 36,252

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category Amount
    N/A 0

    TY 2021 DistributionFromCorpusElection
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Election:
    THE COLONEL (IL) JAMES N. PRITZKER CHARITABLE DISTRIBUTION FUND ELECTS PURSUANT TO REGULATION 53.4942(A)-3(E)(2) TO TREAT DISTRIBUTIONS OUT OF CORPUS IN ORDER TO SATISFY THE DISTRIBUTION REQUIREMENTS OF IRC 4942(G)(3) FOR THE CURRENT TAX YEAR ENDED DECEMBER 31, 2021. THE FOUNDATION MANAGER DECLARES BELOW THAT THE FOUNDATION IS MAKING THIS ELECTION UNDER REGULATION 53.4942(A)-3(E)(2) AND THE CURRENT YEAR DISTRIUBTION WAS TREATED UNDER REGULATION 53.4942(A)-3(E)(2) AS A DISTRIBUTION OUT OF CORPUS AS FOLLOWS:CURRENT YEAR DISTRIBUTION FROM CORPUS: $ 431,681

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    PRITZKER MILITARY FOUNDATION
     
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    2021-12-31 431,681 SUPPORT SERVICES INCLUDING SALARIES/BENEFITS AND GENERAL OFFICE EXPENSES. 431,681 N/A 12/31/21 2021-12-31 PRITZKER MILITARY FOUNDATION IS A COMMONLY CONTROLLED PRIVATE NON-OPERATING FOUNDATION. THE FILING ORGANIZATION MADE A GRANT OF $431,681 FOR SUPPORT SERVICES INCLUDING SALARIES/BENEFITS AND GENERAL OFFICE EXPENSES. PRITZKER MILITARY FOUNDATION USED THE FUNDS FOR SUCH PURPOSE.
    PRITZKER MILITARY MUSEUM & LIBRARY
     
    104 S MICHIGAN AVE NO 1120
    CHICAGO,IL60603
    2021-11-24 25 MATCHING GRANT FOR OPERATING EXPENSES 25 N/A 12/31/21 2021-12-31 PRITZKER MILITARY MUSEUM & LIBRARY IS A COMMONLY CONTROLLED OPERATING FOUNDATION. THE FILING ORGANIZATION MADE A MATCHING GRANT OF $25, THE PURPOSE OF WHICH WAS FOR OPERATING EXPENSES. THE FOUNDATION USED THE FUNDS FOR SUCH PURPOSE.

    TY 2021 GeneralExplanationAttachment
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Identifier Return Reference Explanation
      FORM 990-PF, PART I, LINE 25D A DISBURSEMENT IN THE AMOUNT OF $431,681 WAS REMITTED DURING 2021 TO A NON-OPERATING PRIVATE FOUNDATION ("PF"). WHILE EXPENDITURE RESPONSIBILITY HAS BEEN MAINTAINED ON THIS DISBURSEMENT, IT IS THE PREFERENCE OF THE ENTITIES TO HAVE THE RECIPIENT ORGANIZATION NOT MAKE A CORPUS ELECTION. AS SUCH, THE FILING ORGANIZATION HAS REDUCED FORM 990-PF, PAGE 1, LINE 25D BY THE AMOUNT OF THE DONATION TO THE PF. A DISBURSEMENT IN THE AMOUNT OF $25 WAS REMITTED DURING 2021 TO A COMMONLY CONTROLLED PRIVATE OPERATING FOUNDATION ("POF"). WHILE EXPENDITURE RESPONSIBILITY HAS BEEN MAINTAINED ON THIS DISBURSEMENT, IT IS THE PREFERENCE OF THE ENTITIES TO HAVE THE RECIPIENT ORGANIZATION NOT MAKE A CORPUS ELECTION. AS SUCH, THE FILING ORGANIZATION HAS REDUCED FORM 990-PF, PAGE 1, LINE 25D BY THE AMOUNT OF THE DONATION TO THE RELATED POF.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 3,531,603 3,531,603

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 61,882,487 61,882,487

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    US Government Securities - End of Year Book Value:

    5,967,636
    US Government Securities - End of Year Fair Market Value:

    5,967,636
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN LPS FMV 24,373,587 24,373,587

    TY 2021 LegalFeesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 851 0 0 851


    TY 2021 OtherDecreasesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Description Amount
    IN-KIND OFFICE RENT 48,380


    TY 2021 OtherExpensesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 30,946 0 0 34,201
    INFORMATION TECHNOLOGY 10,323 1,834 0 14,264
    FURNITURE & EQUIPMENT 3,510 0 0 2,951
    BOOKS & PUBLICATIONS 2,407 0 0 5,093
    BANK & CREDIT CARD FEES 1,822 0 0 1,822
    OFFICE SUPPLIES 611 0 0 611
    STORAGE 520 0 0 440
    MEDIA COSTS 469 0 0 469
    SHIPPING/POSTAGE 362 0 0 338
    RECRUITING EXPENSE 168 0 0 168
    OTHER EXPENSES 70 0 0 45


    TY 2021 OtherIncomeSchedule2
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LP INCOME/(LOSS) 103,750 -181,317 103,750
    SERVICE AGREEMENT REV 60,000   60,000
    EXCISE TAX REFUND 50,021   50,021


    TY 2021 OtherIncreasesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Description Amount
    UNREALIZED GAIN/LOSS 13,528,082
    CHANGE IN DONATED LEASE ASSET 52,950


    TY 2021 OtherLiabilitiesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO REL. PARTY 53,528 26,800


    TY 2021 OtherNotesLoansRcvblShortSch2
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Name of 501(c)(3) Organization Balance Due
    FRANK LLOYD WRIGHT TRUST LOAN
     
    250,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES - LPS 281,666 270,573 0 0
    INVESTMENT MGMT FEES - OTHER 438,050 423,094 0 0
    TEI PROFESSIONAL SERVICES 212,909 22,116 0 188,137
    TPM MANAGEMENT FEES 2,884 2,884 0 37,004
    INVESTMENT MGMT FEES - LPS, OTHER 901,014 0 0 670,263


    TY 2021 TaxesSchedule
    Name:
    COLONEL (IL) JAMES N PRITZKER FUND
    EIN:
    30-0040386
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL UBI TAXES 25,000 0 0 0
    FEDERAL EXCISE TAX 53,000 0 0 0
    FOREIGN TAXES 0 69,918 0 0