Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
Name of foundation
WILLIAM G MCGOWAN CHARITABLE FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)30 S WACKER DRIVE 3825
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

52-1829785
B Telephone number (see instructions)

(312) 544-4412
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$205,649,544J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 145,986 296,603  
4 Dividends and interest from securities... 3,801,628 3,957,506  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 672,313
b Gross sales price for all assets on line 6a 3,505,489
7 Capital gain net income (from Part IV, line 2)... 2,833,176
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
138,317 5,740  
12 Total. Add lines 1 through 11........ 4,758,244 7,093,025  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 466,482 0   320,969
14 Other employee salaries and wages...... 404,210 0   254,452
15 Pension plans, employee benefits....... 176,951 0   162,611
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,718 0   20,718
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,810 0   39,810
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
392,625 383,344   240,514
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
90,000 153,223   0
19 Depreciation (attach schedule) and depletion... 26,860 0  
20 Occupancy.............. 131,839 0   153,093
21 Travel, conferences, and meetings....... 97,399 0   97,399
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,089,119 270,862   1,065,954
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,936,013 807,429   2,355,520
25 Contributions, gifts, grants paid....... 6,810,452 8,229,990
26 Total expenses and disbursements. Add lines 24 and 25 9,746,465 807,429   10,585,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,988,221
b Net investment income (if negative, enter -0-) 6,285,596
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 482,985 208,540 208,540
2 Savings and temporary cash investments......... 2,026,071 2,327,686 2,327,686
3 Accounts receivable right arrow758
Less: allowance for doubtful accounts right arrow   1,250 758 758
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 332,733 47,100 47,100
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 194,908,429 Click to see attachment
List of Attached Documents:
// Content
202,801,534 		202,801,534
14 Land, buildings, and equipment: basis right arrow617,112
Less: accumulated depreciation (attach schedule) right arrow452,817 231,561 Click to see attachment
List of Attached Documents:
// Content
164,295 		164,295
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
48,989 		Click to see attachment
List of Attached Documents:
// Content
99,631 		Click to see attachment
List of Attached Documents:
// Content
99,631
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 198,032,018 205,649,544 205,649,544
Liabilities 17 Accounts payable and accrued expenses.......... 124,443 97,176
18 Grants payable................. 2,889,079 1,444,540
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
274,097 		Click to see attachment
List of Attached Documents:
// Content
339,515
23 Total liabilities (add lines 17 through 22)......... 3,287,619 1,881,231
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 167,544,694 167,544,694
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 27,199,705 36,223,619
29 Total net assets or fund balances (see instructions)..... 194,744,399 203,768,313
30 Total liabilities and net assets/fund balances (see instructions). 198,032,018 205,649,544
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
194,744,399
2
Enter amount from Part I, line 27a .....................
2
-4,988,221
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,012,135
4
Add lines 1, 2, and 3 ..........................
4
203,768,313
5
Decreases not included in line 2 (itemize) right arrow
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
203,768,313
Form 990-PF (2022)
Form 990-PF (2022)
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 CAPITAL GAINS      
b FROM K-1S P    
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 672,313   672,313 0
b 2,833,176     2,833,176
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       0
b       2,833,176
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 2,833,176
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 87,370
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 87,370
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 87,370
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 68,145
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 118,145
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 30,775
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow30,775 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrow
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WILLIAMGMCGOWANFUND.ORG
14
The books are in care ofright arrowWILLIAM G MCGOWAN CHARITABLE FUND Telephone no.right arrow (312) 544-4412

Located atright arrow30 S WACKER DRIVE SUITE 3825CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WILLIAM P MCGOWAN CHAIRMAN OF THE BOARD
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
LEO MCGOWAN PRESIDENT
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
A JOSEPH ROSICA SECRETARY
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
BRIAN MCGOWAN TREASURER
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
GERTRUDE MCGOWAN DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
DANIEL ROSICA DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
MARK ROSICA DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
MARY MCGOWAN-SWARTZ DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
DOUG BROWN-THROUGH MARCH 2023 DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
DANIEL MCGOWAN DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
MARIANNE ROSICA-BRAND DIRECTOR
10.00 		0 0 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
DIANA K SPENCER-THROUGH 5923 EXECUTIVE DIRECTOR
40.00 		320,969 30,665 2,361
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
BRIAN PECKRILL-FROM 51023 INTERIM ED/FELLOWS PRGM DIRECTOR
40.00 		145,513 13,225 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
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
JANET CROMBIE FINANICAL REPORTING
40.00 		167,265 9,267 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
SOFIA ROMEO PROGRAM ASSOCIATE
40.00 		63,059 8,174 0
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
STRATEGIC PARTNERSHIPS LLC PROGRAM CONSULTANT 369,253
1600 DUKE ST SUITE 210
ALEXANDRIA,VA22314
CAPFINANCIAL PARTNERS LLC INVESTMENT OVERSIGHT 190,070
4208 6 FORKS RD SUITE 1700
RALEIGH,NC27675
ODA CREATIVE PARTNERS LTD MARKETING CONSULTANT 155,100
1248 W DEVON AVE
CHICAGO,IL60660
THE INSTITUTE PROGRAM CONSULTANT 107,824
169 PENNSYLVANIA BLVD
WILKESBARRE,PA18701
ELIZABETH S FINLEY PROGRAM CONSULTANT 76,345
221 SUGAR MAPLE LANE
SOUTH ABINGTON TWP,PA18411
Total number of others receiving over $50,000 for professional services.............right arrow6
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
196,022,160
b
Average of monthly cash balances.......................
1b
2,363,442
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
198,385,602
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
198,385,602
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,975,784
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
195,409,818
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,770,491
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
9,770,491
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
87,370
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
87,370
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,683,121
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,683,121
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
9,683,121
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
10,585,510
b
Program-related investments—total from Part VIII-B..................
1b
0
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
10,585,510
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 9,683,121
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 10,441,324
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 10,585,510
a Applied to 2021, but not more than line 2a 10,441,324
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 144,186
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		9,538,935
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GRANTS
30 S WACKER DRIVE SUITE 3825
CHICAGO,IL60606
(312) 544-4412
GRANTS@MCGOWANFUND.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WEB-SITE FOR APPLICATION INFORMATION AND REQUIREMENTS.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2022)
Form 990-PF (2022)
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

1C22 MINISTRIES

PO BOX 14742
LENEXA,KS66285 		  PC GENERAL OPERATIONS 2,500

BISHOP MIEGE HIGH SCHOOL

5041 REINHARDT
SHAWNEE MISSION,KS66205 		  PC BERNIE MADDEN SCHOLARSHIP 2,500

BISHOP MIEGE HIGH SCHOOL

5041 REINHARDT
SHAWNEE MISSION,KS66205 		  PC FUND A NEED 2,500

BRIGHT FUTURE FOUNDATION

PO BOX 2558 1060 WEST BEAVER CREEK
BLVD SUITE 201
AVON,CO81620 		  PC BRIGHT FUTURE FOUNDATION'S ENSURING FREEDOM PROGRAM 50,000

BY THE HAND CLUB FOR KIDS

PO BOX 10043
CHICAGO,IL60610 		  PC BY THE HANDMOVING EVEREST MIDDLE SCHOOL CLUB 50,000

CALVARY LUTHERAN SCHOOL

12411 WORNALL ROAD
KANSAS CITY,MO64145 		  PC GENERAL OPERATIONS 5,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC THANKSGIVING DRIVE 1,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC THANKSGIVING DRIVE 5,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC NEPA GIVES 1,057

CRISTO REY KANSAS CITY

211 W LINWOOD
KANSAS CITY,MO64111 		  PC COLLEGE READY. CAREER PREPARED. THERE IS NO TIME TO WASTE. 100,000

CURE OF ARS CATHOLIC CHURCH

9401 MISSION ROAD
LEAWOOD,KS66206 		  PC FAITH, HOPE AND CHARITY CAMPAIGN 5,000

DINNERS FOR KIDS

84 S WYOMING AVE
EDWARDSVILLE,PA18704 		  PC DINNERS FOR KIDS 20,000

ENABLE KANSAS CITY

117 S LEXINGTON ST STE 100
HARRISONVILLE,MO647012444 		  PC GENERAL OPERATIONS 2,500

FORK OVER LOVE

345 MARKET STREET
KINGSTON,PA18704 		  PC GENERAL OPERATIONS 5,000

FORK OVER LOVE

345 MARKET STREET
KINGSTON,PA18704 		  PC GENERAL OPERATIONS 2,500

FRIENDS OF THE POOR

2300 ADAMS AVENUE
SCRANTON,PA18509 		  PC FAMILY TO FAMILY THANKSGIVING PROGRAM 2,000

GIRL SCOUTS OF NORTHERN ILLINOIS

353 RANDALL RD
SOUTH ELGIN,IL601772248 		  PC GENERAL OPERATIONS 3,000

GOOD SHEPHERD ACADEMY

316 NORTH MAPLE AVENUE
KINGSTON,PA18704 		  PC GENERAL OPERATIONS 5,000

GREATER ROCHESTER SUMMER LEARNING ASSOCIATION

274 N GOODMAN STREET SUITE D103
ROCHESTER,NY14607 		  PC SUMMERLEAP INTO KINDERGARTEN 25,000

HAKESHER LIBRARY INC

8512 STEARNS AVE
OVERLAND PARK,KS662141618 		  PC GENERAL OPERATIONS 2,500

IGNATIAN LAY VOLUNTEER CORPS INC

112 EAST MADISON STREET SUITE 300
BALTIMORE,MD21202 		  PC NEPA GIVES 5,000

IGNITE (FORMERLY TEEN LIVING PROGRAMS)

180 N MICHIGAN SUITE 1900
CHICAGO,IL60601 		  PC IGNITE GENERAL OPERATIONS 10,000

IMMANUEL CHRISTIAN SCHOOL

40 W HEMLOCK ST PO BOX 487
HAZLETON,PA18201 		  PC HAZLETON JUNTOS APRENDEMOS (HAZLETON TOGETHER WE LEARN) 50,000

INNER-CITY COMPUTER STARS FOUNDATION (DBA ICSTARS)

415 N DEARBORN STE 300
CHICAGO,IL606544626 		  PC I.C.STARS: LAUNCHING FUTURE-FOCUSED TECHNOLOGY CAREERS FOR UNDERSERVED YOUNG ADULTS 100,000

INTERNATIONAL MESSENGERS

PO BOX 618
CLEAR LAKE,IA504280618 		  PC SCHLORFF UKRAINE CRISIS FUND 250

INTERNATIONAL MESSENGERS

PO BOX 618
CLEAR LAKE,IA504280618 		  PC HYBEL UKRAINE CRISIS FUND 225

INTERNATIONAL MESSENGERS

PO BOX 618
CLEAR LAKE,IA504280618 		  PC HYBEL UKRAINE CRISIS FUND 150

LORETTA G PURCELL FUND FOR RETIRED PRIESTS

8807 WEST 142ND TERRACE
OVERLAND PARK,KS66221 		  PC GENERAL OPERATIONS 5,000

MCGLYNN CENTER

PO BOX 842 72 MIDLAND COURT
WILKESBARRE,PA18702 		  PC MCGLYNN CENTER PROGRAMS 50,000

MERCY HOUSING LAKEFRONT

120 S LASALLE ST STE 1915
CHICAGO,IL60603 		  PC LOFTS ON ARTHINGTON RESIDENT SERVICES 75,000

NATIVITY PREPARATORY ACADEMY OF ROCHESTER

15 WHALIN STREET
ROCHESTER,NY14620 		  PC PROVIDING SUPPORT FOR ACADEMIC ACHIEVEMENT AND GRADUATION OUTCOMES TO UNDERSERVED STUDENTS 35,000

NATIVITYMIGUEL SCHOOL OF SCRANTON

2300 ADAMS AVENUE
SCRANTON,PA18509 		  PC NATIVITYMIGUEL SCHOOL OF SCRANTON ACADEMIC SCHOLARSHIPS 50,000

NORTHEAST REGIONAL CANCER INSTITUTE

312 ADAMS AVENUE
SCRANTON,PA18503 		  PC COMMUNITY-BASED CANCER SCREENING FOR LOW INCOME INDIVIDUALS 40,000

NOTRE DAME DE SION

10631 WORNALL ROAD
KANSAS CITY,MO64114 		  PC HUMANN SCHOLARS PROGRAM 50,000

OSTERHOUT FREE LIBRARY

71 SOUTH FRANKLIN STREET
WILKESBARRE,PA18701 		  PC GALA SPONSORSHIP 1,500

OUTREACH - CENTER FOR COMMUNITY RESOURCES

431 N 7TH AVE
SCRANTON,PA18503 		  PC NEPA GIVES 105

REVOLUTION WORKSHOP

3410 W LAKE STREET
CHICAGO,IL60624 		  PC PRE-APPRENTICESHIP CONSTRUCTION JOB TRAINING 40,000

RUSH UNIVERSITY MEDICAL CENTER

1201 W HARRISON STREET SUITE 300
CHICAGO,IL60607 		  PC A NATIONAL TRIAL OF THE ELM LIFESTYLE PROGRAM AND REMISSION OF THE METABOLIC SYNDROME - YEAR 5 1,500,000

TECBRIDGE LLC

201 LACKAWANNA AVENUE STE 211
SCRANTON,PA18503 		  PC HIGH SCHOOL INTERNSHIP PROGRAM 1,000

TECBRIDGE LLC

201 LACKAWANNA AVENUE STE 211
SCRANTON,PA18503 		  PC NEPA GIVES 105

THE CENTER OF TEEN EMPOWERMENT

392 GENESEE ST
ROCHESTER,NY14611 		  PC YOUTH ORGANIZING FOR LIFELONG LEARNERS AND JUST SCHOOLS (CARRIED OVER TO JULY 15, 2022) 38,000

THE FOOD DIGNITY PROJECT

1600 WYOMING AVE
FORTY FORT,PA18704 		  PC FOOD DIGNITY PROJECT 25,000

THE GOLDEN SCOOP LLC

9540 NALL AVE
OVERLAND PARK,KS66207 		  PC GENERAL OPERATIONS 5,000

THE JAMIE KOTULA FOUNDATION

211 ELMWOOD DRIVE
ELMHURST,PA18444 		  PC GENERAL OPERATIONS 1,000

THE SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510 		  PC CODY BARRASSE MEMORIAL FOUNDATION 1,000

THE SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510 		  PC WVIA - NEPA GIVES 127

UNITED NEIGHBORHOOD CENTERS OF NORTHEASTERN PENNSYLVANIA

425 ALDER STREET
SCRANTON,PA18505 		  PC GENERAL OPERATIONS 10,000

UPLIFT ORGANIZATION

1516 PROSPECT AVENUE PO BOX 270175
KANSAS CITY,MO641270175 		  PC GENERAL OPERATIONS 5,000

VICTIMS RESOURCE CENTER

VICTIMS RESOURCE CENTER 71 NORTH
FRANKLIN STREET
WILKESBARRE,PA18701 		  PC NEPA GIVES 106

AMERICAN HEART ASSOCIATION

444 LIBERTY AVENUE SUITE 1300
PITTSBURGH,PA15222 		  PC EVIDENCE-BASED BLOOD PRESSURE IMPROVEMENT PROGRAM FOR RECOVERING MOTHERS 25,000

CASA OF LUZERNE COUNTY

667 SOUTH RIVER STREET
PLAINS,PA18705 		  PC GENERAL OPERATIONS 1,000

CATHOLIC CHARITIES OF NORTHEAST KANSAS

9720 W 87TH STREET
OVERLAND PARK,KS66212 		  PC SNOWBALL 2023 5,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC MONSIGNOR ANDREW J. MCGOWAN CENTER FOR HEALTHY LIVING EXPANSION PROJECT 350,000

CONNECTIONS TO SUCCESS

300 W LINWOOD BLVD
KANSAS CITY,MO64111 		  PC PATHWAYS TO SUCCESS 50,000

DINNERS FOR KIDS

84 S WYOMING AVE
EDWARDSVILLE,PA18704 		  PC HONORING ALLONE FOUNDATION AND CEO JOHN COSGROVE 170

DINNERS FOR KIDS

84 S WYOMING AVE
EDWARDSVILLE,PA18704 		  PC HONORING ALLONE FOUNDATION AND CEO JOHN COSGROVE 125

DINNERS FOR KIDS

84 S WYOMING AVE
EDWARDSVILLE,PA18704 		  PC GENERAL OPERATIONS 295

DRESS FOR SUCCESS LUZERNE COUNTY

38 W MARKET STREET
WILKESBARRE,PA18701 		  PC GALA SPONSORSHIP 500

DRESS FOR SUCCESS LUZERNE COUNTY

38 W MARKET STREET
WILKESBARRE,PA18701 		  PC PROJECT CLEAN BREAK 25,000

FAMILY TREE INC

3805 MARSHALL ST
WHEAT RIDGE,CO800335069 		  PC FAMILY TREE, INC. 40,000

FIRE FOUNDATION AKA FOUNDATION FOR INCLUSIVE RELIGIOUS EDUCATION

20 W 9TH STREET
KANSAS CITY,MO64105 		  PC FIREBALL 2022 5,000

FOOD JUSTICE OF GENEVA INC

122 NORTH GENESEE ST
GENEVA,NY14456 		  PC GENERAL OPERATIONS FY23 25,000

FOODLINK INC

1999 MT READ BLVD
ROCHESTER,NY14615 		  PC FOODLINK CAREER FELLOWSHIP 100,000

FORK OVER LOVE

345 MARKET STREET
KINGSTON,PA18704 		  PC CAPACITY BUILDING-GENERAL OPERATIONS FY22 25,000

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		  PC CAMBIO PARA CAMBIO FUNDRAISING CAMPAIGN 5,000

HEAD FOR THE CURE

1607 OAK STREET
KANSAS CITY,MO64108 		  PC GENERAL OPERATIONS 2,500

HOGAN PREPARATORY ACADEMY INC

6409 AGNES AVENUE
KANSAS CITY,MO64132 		  PC CHALLENGE GRANT: IGNITION LAB PROGRAM FOR HOGAN PREPARATORY ACADEMY STUDENTS 25,000

HOPE HOUSE INC

PO BOX 577
LEES SUMMIT,MO64063 		  PC HOPE HOUSES HOTEL PLACEMENT PROGRAM AND CLIENT ASSISTANCE FUND 50,000

JANE ADDAMS RESOURCE CORPORATION

4432 N RAVENSWOOD
CHICAGO,IL60640 		  PC GENERAL OPERATING SUPPORT FOR CAREERS IN MANUFACTURING - AUSTIN 35,000

JEWISH FAMILY SERVICES

5801 W 115TH STREET SUITE 103
OVERLAND PARK,KS66211 		  PC KESHERKC: FOOD, HOUSING, AND STABILITY FOR FAMILIES AND INDIVIDUALS IN CRISIS 50,000

KANSAS CITY CHAPTER OF UNICO NATIONAL

3008 NE 102ND TERR
KANSAS CITY,MO64155 		  PC GENERAL OPERATIONS 2,500

KING'S COLLEGE

133 N RIVER ST
WILKESBARRE,PA18711 		  PC THE LACKENMEIER AWARDS DINNER 10,000

KING'S COLLEGE

133 N RIVER ST
WILKESBARRE,PA18711 		  PC LACKENMEIER AWARD - PRESIDENTIAL HOPE FUND 5,000

KING'S COLLEGE

133 N RIVER ST
WILKESBARRE,PA18711 		  PC GENERAL OPERATIONS 100

LEAD TO READ KC

6022 N STRATHBURY AVE
KANSAS CITY,MO64151 		  PC CHALLENGE GRANT: LEAD TO READ KCS HOOT FOR ALL INDIVIDUALIZED LITERACY TUTORING 50,000

NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION

100 WVIA WAY
PITTSTON,PA18640 		  PC HUNGER SUMMIT 2022 10,000

OPERATION BREAKTHROUGH INC

3039 TROOST AVE
KANSAS CITY,MO64109 		  PC RESILIENCE IN EDUCATION FOR CHILDREN, FAMILIES AND STAFF 50,000

OSTERHOUT FREE LIBRARY

71 SOUTH FRANKLIN STREET
WILKESBARRE,PA18701 		  PC MINI GOLF SPONSORSHIP 100

OUR LADY OF UNITY CATHOLIC SCHOOL

2646 S 34TH STREET
KANSAS CITY,KS66106 		  PC WILSON READING SYSTEM, PART TIME READING SUPPORT 26,089

OUTREACH - CENTER FOR COMMUNITY RESOURCES

431 N 7TH AVE
SCRANTON,PA18503 		  PC RESPONDING TO THE EMERGING NEED FOR ADULT GED AND BASIC EDUCATION SERVICES 50,000

RESTORATION HOUSE OF GREATER KANSAS CITY

25713 S STATE ROUTE K
HARRISONVILLE,MO64701 		  PC CHALLENGE GRANT: RESTORATION HOUSE OF GREATER KANSAS CITY (RESTORING HUMAN TRAFFICKING SURVIVORS) 50,000

ROCKHURST HIGH SCHOOL

9301 STATE LINE ROAD
KANSAS CITY,MO64114 		  PC CHALLENGE GRANT: HURTADO SCHOLARS PROGRAM 100,000

SETON CENTER

2816 E 23RD ST
KANSAS CITY,MO64127 		  PC FOOD PANTRY SUPPORT TO PROMOTE SELF-SUFFICIENCY 25,000

SHEFFIELD PLACE

6604 E 12TH STREET
KANSAS CITY,MO64126 		  PC STRONGER TOMORROWS: EMPOWERING HOMELESS CHILDREN AND FAMILIES TO HEAL FROM TRAUMA 30,000

ST JAMES ACADEMY

24505 PRAIRIE STAR PARKWAY
LENEXA,KS66227 		  PC THE 80S REWIND GALA 5,000

TECBRIDGE LLC

201 LACKAWANNA AVENUE STE 211
SCRANTON,PA18503 		  PC TECBRIDGE INNOVATION 4 10,000

THE FAMILY CONSERVANCY

444 MINNESOTA AVE STE 200
KANSAS CITY,KS66101 		  PC CHALLENGE GRANT: START YOUNG 50,000

THE GATHERING PLACE

1535 HIGH ST
DENVER,CO80218 		  PC THE GATHERING PLACE- GENERAL OPERATIONS FY22 25,000

THE LUZERNE FOUNDATION

34 S RIVER ST
WILKESBARRE,PA18702 		  PC MILES FOR MICHAEL 300

THE NEW YORK STATE WINE AND CULINARY CENTER INC DBA NEW YORK KITCHEN

800 S MAIN STREET
CANANDAIGUA,NY14424 		  PC GENERAL OPERATIONS 10,000

THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN

537 VENARD RD
SOUTH ABINGTON TOWNSHI,PA18411 		  PC GENERAL OPERATIONS 250

TINY PANTRY TIMES

7215 W 71ST STREET
OVERLAND PARK,KS66204 		  PC TINY PANTRY INITIATIVE 4,000

TRUE NORTH ROCHESTER PREPARATORY CHARTER SCHOOL

400 ANDREWS STREET 6TH FLOOR
ROCHESTER,NY14604 		  PC TRUE NORTH ROCHESTER PREPARATORY CHARTER SCHOOL ("ROCHESTER PREP") COLLEGE ACCESS & SUCCESS 50,000

UNITED WAY OF WYOMING VALLEY

100 N PENNSYLVANIA AVE
WILKES BARRE,PA18701 		  PC ANNUAL CAMPAIGN 2,500

UNITED WAY OF WYOMING VALLEY

100 N PENNSYLVANIA AVE
WILKES BARRE,PA18701 		  PC SCHOOL-BASED COMMUNITY NAVIGATOR 70,000

VIBRANT HEALTH (TURNER HOUSE CLINIC INC)

21 N 12TH ST SUITE 300
KANSAS CITY,KS66102 		  PC CHALLENGE GRANT: EQUITABLE ACCESS TO HEALTHCARE AND IMPROVED OUTCOMES FOR LOW-INCOME 100,000

WOMEN'S RESOURCE CENTER

PO BOX 975
SCRANTON,PA18501 		  PC WRC ECONOMIC ADVOCACY & SAFE HOUSING 40,000

ALL CHICAGO MAKING HOMELESSNESS HISTORY

651 W WASHINGTON SUITE 504
CHICAGO,IL60661 		  PC GENERAL OPERATIONS 50,000

ATLANTA SPEECH SCHOOL INC

3160 NORTHSIDE PARKWAY NW
ATLANTA,GA30327 		  PC GEORGIA COMMISSION FOR THE DEAF AND HARD OF HEARING 10,000

BIG BROTHERS BIG SISTERS OF CENTRAL OHIO INC

1855 E DUBLIN-GRANVILLE RD FIRST FL
COLUMBUS,OH43229 		  PC GENERAL OPERATIONS 5,000

BISHOP MIEGE HIGH SCHOOL

5041 REINHARDT
SHAWNEE MISSION,KS66205 		  PC SPRING 2023 FUNDRAISER 5,000

BISHOP MIEGE HIGH SCHOOL

5041 REINHARDT
SHAWNEE MISSION,KS66205 		  PC THE HELPING HAND TUITION FUND 100,000

BISHOP SULLIVAN CENTER

6435 TRUMAN RD
KANSAS CITY,MO64126 		  PC ONE CITY CAF 25,000

BISHOP WARD HIGH SCHOOL

708 NORTH 18TH STREET
KANSAS CITY,KS66102 		  PC 2023 SPIRIT OF BISHOP WARD SCHOLARSHIP EVENT 5,000

BRIGHTER JOURNEYS

150 MUNDY ST
WILKES BARRE,PA187026830 		  PC GENERAL OPERATIONS 5,000

CARNEGIE MELLON UNIVERSITY TEPPER SCHOOL OF BUSINESS

5000 FORBES AVENUE
PITTSBURGH,PA15213 		  PC 2023 MCGOWAN FELLOW REBECCA BEARSE 70,000

CAROLE ROBERTSON CENTER FOR LEARNING

1111 S WESTERN AVE STE B
CHICAGO,IL60612 		  PC E3 GALA SPONSORSHIP 5,000

CAROLE ROBERTSON CENTER FOR LEARNING

1111 S WESTERN AVE STE B
CHICAGO,IL60612 		  PC BIRTH TO THIRD GRADE 100,000

CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER INC

6240 SMITH ROAD
DENVER,CO80216 		  PC MARISOL HOMES 25,000

CATHOLIC CHARITIES OF NORTHEAST KANSAS

9720 W 87TH STREET
OVERLAND PARK,KS66212 		  PC SNOWBALL 2023 5,000

CATHOLIC CHARITIES OF NORTHEAST KANSAS

9720 W 87TH STREET
OVERLAND PARK,KS66212 		  PC CATHOLIC CHARITIES OF NORTHEAST KANSAS-METRO WORKFORCE PROGRAMS 50,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

13123 E COLFAX AVENUE BOX 045
AURORA,CO80045 		  PC COSTCO FUNDRAISING CAMPAIGN 5,000

CHRIST THE KING JESUIT COLLEGE PREPARATORY SCHOOL

5088 W JACKSON BLVD
CHICAGO,IL60644 		  PC ADOPT-A-STUDENT 50,000

CO WOMENS EMPLOYMENT AND EDU

1175 OSAGE STREET SUITE 300
DENVER,CO80204 		  PC WORKFORCE DEVELOPMENT FOR INDIVIDUALS IN METRO DENVER 60,000

COLUMBIA UNIVERSITY COLUMBIA BUSINESS SCHOOL

33 WEST 60TH STREET 7TH FLOOR
NEW YORK CITY,NY10023 		  PC 2023 MCGOWAN FELLOW CHRISTOPER DEITRICK 80,472

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC SUMMER FOOD PROGRAM 1,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC SUMMER FOOD PROGRAM 5,000

COMMISSION ON ECONOMIC OPPORTUNITY

165 AMBER LN PO BOX 1127
WILKESBARRE,PA187031127 		  PC GENE BRADY COMMUNITY CLASSIC 2,500

COMMUNITY LINC

4012-14 TROOST
KANSAS CITY,MO64110 		  PC COMMUNITY LINCS HOUSING PROGRAM 100,000

CROSSPURPOSE

3705 MARTIN LUTHER KING JR BLVD
DENVER,CO80205 		  PC HOMELESSNESS MITIGATION FOR CROSSPURPOSE SINGLE PARENT LEADERS 70,000

DARTMOUTH COLLEGE TUCK SCHOOL OF BUSINESS

100 TUCK HALL
HANOVER,NH03755 		  PC 2023 MCGOWAN FELLOW CATHERINE WETLINSKI 77,520

DRESS FOR SUCCESS LUZERNE COUNTY

38 W MARKET STREET
WILKESBARRE,PA18701 		  PC WOMEN IN POWER 250

DUKE UNIVERSITY FUQUA SCHOOL OF BUSINESS

1 TOWERVIEW DRIVE
DURHAM,NC27708 		  PC 2023 MCGOWAN FELLOW ADI SAMANT 71,750

EAGLE VALLEY COMMUNITY FOUNDATION

PO BOX 1580
VAIL,CO81658 		  PC GENERAL OPERATIONS 10,000

FIRST CALL ALCOHOLDRUG PREVENTION & RECOVERY

9091 STATE LINE ROAD
KANSAS CITY,MO64114 		  PC GENERAL OPERATIONS 2,500

FORK OVER LOVE

345 MARKET STREET
KINGSTON,PA18704 		  PC ALLONE GIVING TUESDAY 250

GEISINGER COMMONWEALTH SCHOOL OF MEDICINE

MC 40-30 100 N ACADEMY AVE
DANVILLE,PA17822 		  PC BLACK TIES FOR WHITE COATS GALA 5,000

GEORGETOWN UNIVERSITY MCDONOUGH SCHOOL OF BUSINESS

OFFICE OF ADVANCEMENT 3300
WHITEHAVEN STREET NW SUITE 4000
WASHINGTON,DC20007 		  PC 2023 MCGOWAN FELLOW ERIC SALDANHA 62,370

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		  PC LANDON ALARIC HADERMANN MEMORIAL FUND 2,500

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		  PC GREATER KANSAS CITY HISPANIC DEVELOPMENT FUND (HDF): FAMILY COLLEGE PREP PROGRAM 50,000

GROWING FUTURES EARLY EDUCATION CENTER

8155 SANTA FE DRIVE
OVERLAND PARK,KS66204 		  PC GENERAL OPERATIONS FY23 50,000

HANDS OF THE CARPENTER

16097 S GOLDEN ROAD
GOLDEN,CO80401 		  PC TLC (TRANSPORTATION @ LOW COST) AND LIFT UP (UPWARD PROGRESS) PROGRAMS 40,000

I AM DOM FOUNDATION

PO BOX 513
MISSION,KS66201 		  PC HONORING BILL MURPHY 5,000

IGNITE (FORMERLY TEEN LIVING PROGRAMS)

180 N MICHIGAN SUITE 1900
CHICAGO,IL60601 		  PC THANKSGIVING COMMUNITY DINNER 5,000

JEFFCO ACTION CENTER INC DBA THE ACTION CENTER

8755 W 14TH AVENUE
LAKEWOOD,CO80215 		  PC BUILDING THE STRENGTH AND RESILIENCE OF FAMILIES AND COMMUNITIES 45,000

JUNIOR ACHIEVEMENT OF NORTHEASTERN PENNSYLVANIA INC

JA MERICLE FAMILY CENTER FOR
ENTERPRISE EDUCATION 1122 OAK STREE
PITTSTON TOWNSHIP,PA18640 		  PC JA FUNDRAISER 1,000

KANSAS CITY FREE EYE CLINIC

705 VIRGINIA AVE
KANSAS CITY,MO64106 		  PC KANSAS CITY FREE EYE CLINIC OPERATIONS 30,000

KING'S COLLEGE

133 N RIVER ST
WILKESBARRE,PA18711 		  PC SEND US FORTH: THE CAMPAIGN FOR KING'S 10,000

KING'S COLLEGE

133 N RIVER ST
WILKESBARRE,PA18711 		  PC GENERAL OPERATIONS 100

LAWNDALE CHRISTIAN HEALTH CENTER

3860 W OGDEN AVE
CHICAGO,IL60623 		  PC MOBILE HEALTH EXPANSION 30,000

LITERACY KANSAS CITY

3036 TROOST AVE 3RD FLOOR
KANSAS CITY,MO64109 		  PC ADULT EDUCATION & LITERACY 100,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY SLOAN SCHOOL OF MANAGEMENT

30 MEMORIAL DRIVE E60-300
CAMBRIDGE,MA02142 		  PC 2023 MCGOWAN FELLOW GAURI SETH 80,400

MERCY & TRUTH MEDICAL MISSIONS INC

721 N 31ST STREET
KANSAS CITY,KS66102 		  PC INCREASED MEDICAL ACCESS IN THE POOREST AREAS OF WYANDOTTE AND JOHNSON COUNTIES, KANSAS 50,000

METROPOLITAN LUTHERAN MINISTRY

3031 HOLMES ST
KANSAS CITY,MO64109 		  PC EMPOWERMENT CONTINUUM 50,000

MISSIONARY SERVANTS MOST HOLY TRINITY

9001 NEW HAMPSHIRE AVENUE SUITE 300
SILVER SPRING,MD20903 		  PC TRINITY MISSIONS 6,000

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL60651 		  PC 40TH ANNIVERSARY GALA 10,000

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL60651 		  PC GENERAL OPERATIONS OF THE ORGANIZATION & ACADEMIC COACHING PROGRAM 125,000

NORTHEASTERN PA COUNCIL BOY SCOUTS OF AMERICA

72 MONTAGE MOUNTAIN ROAD
MOOSIC,PA18507 		  PC GOOSE CAPITAL IMPROVEMENT PROJECT 5,000

NORTHEASTERN RESOURCES DEVELOPMENT CORPORATION

163 SOUTH WASHINGTON STREET
WILKES BARRE,PA18701 		  PC MONSIGNOR MCGOWAN SCHOLARSHIPS 5,000

NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT

DONALD P JACOBS CENTER 2001
SHERIDAN ROAD
EVANSTON,IL60208 		  PC 2023 MCGOWAN FELLOW CONNOR BELLOWS 78,276

ONE RESEARCH FOUNDATION

5331 S MACADAM AVE SUITE 258 PMB
427
PORTLAND,OR97239 		  PC GENERAL OPERATIONS 7,500

OSTERHOUT FREE LIBRARY

71 SOUTH FRANKLIN STREET
WILKESBARRE,PA18701 		  PC GOLF SPONSORSHIP 100

PENN YAN UNITED METHODIST CHURCH

166 MAIN ST PO 242
PENN YAN,NY14527 		  PC CONNIE'S KITCHEN/COMMUNITY THANKSGIVING DINNER 9,000

PHI GAMMA DELTA EDUCATIONAL FOUNDATION

1201 RED MILE RD
LEXINGTON,KY405042648 		  PC KANSAS CHAPTER SCHOLARSHIP FUND 2,500

ROSE BROOKS CENTER

PO BOX 320599
KANSAS CITY,MO64132 		  PC ROSE BROOKS CENTER 25,000

SOCIETY FOR HUMAN RESOURCE MANAGEMENT

1800 DUKE ST
ALEXANDRIA,VA223143494 		  PC MCGOWAN ETHICAL LEADER OF THE YEAR SHRM23 25,000

SOS OUTREACH

450 MILLER RANCH ROAD EDWARDS CO
81632 PO BOX 2020
AVON,CO81620 		  PC EXPANDING YOUTH SUCCESS THROUGH IDENTIFIED PROGRAM ENHANCEMENTS & CAREER DEVELOPMENT PIPELINE 40,000

ST LEO'S CHURCH

33 MANHATTAN STREET
ASHLEY,PA18706 		  PC GENERAL OPERATIONS 5,000

ST NICHOLAS CHURCH

226 S WASHINGTON ST
WILKESBARRE,PA187012897 		  PC ANNUAL CONTRIBUTION 4,320

TECBRIDGE LLC

201 LACKAWANNA AVENUE STE 211
SCRANTON,PA18503 		  PC TECBRIDGE HIGH SCHOOL INTERNSHIP PROGRAM 50,000

THE ARTIST OUTREACH

10000 NORTH EXPRESSWAY SUITE 400
DALLAS,TX75231 		  PC GENERAL OPERATIONS 2,500

THE CHILDREN'S AGENDA INC

1 SOUTH WASHINGTON ST SUITE 120
ROCHESTER,NY14618 		  PC GENERAL OPERATIONS 7,500

THE CHILDREN'S AGENDA INC

1 SOUTH WASHINGTON ST SUITE 120
ROCHESTER,NY14618 		  PC SOLUTIONS NOT SUSPENSIONS 50,000

THE DELORES PROJECT

PO BOX 1406
DENVER,CO80201 		  PC SHELTER AND REHOUSING SERVICES FOR SINGLE PARENTS EMERGING FROM HOMELESSNESS 40,000

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22324
NEW YORK,NY10087 		  PC GENERAL OPERATIONS 10,000

THE LUZERNE FOUNDATION

34 S RIVER ST
WILKESBARRE,PA18702 		  PC COMMUNITY CHAMPION AWARDS 10,000

THE NIGHT MINISTRY

1735 N ASHLAND SUITE 2000
CHICAGO,IL60622 		  PC GENERAL OPERATIONS FY23 10,000

THE SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510 		  PC NEPA GIVES LACKAWANNA COUNTY 7,500

THE SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510 		  PC NEPA GIVES LUZERNE COUNTY 7,500

THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN

537 VENARD RD
SOUTH ABINGTON TOWNSHI,PA18411 		  PC ANNUAL GALA AND CELEBRATION 2023 5,000

THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN

537 VENARD RD
SOUTH ABINGTON TOWNSHI,PA18411 		  PC GENERAL OPERATIONS 5,000

THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN

537 VENARD RD
SOUTH ABINGTON TOWNSHI,PA18411 		  PC GENERAL OPERATIONS 200

THE UNIVERSITY OF SCRANTON

800 LINDEN STREET
SCRANTON,PA18510 		  PC IGNATIAN LAY SPONSORSHIP 5,000

THE UNIVERSITY OF SCRANTON

800 LINDEN STREET
SCRANTON,PA18510 		  PC IGNATION LAY VOLUNTEER CORPS 1,000

THE UNIVERSITY OF SCRANTON

800 LINDEN STREET
SCRANTON,PA18510 		  PC IGNATION LAY VOLUNTEER CORP 250

THE VILLAGE CHURCH

1300 SHERMER ROAD
NORTHBROOK,IL60062 		  PC FAMILY MINISTRY AND COMMUNITY BUILDING 8,000

UNITED CHARITIES INC OF HAZLETON

107 W MADISON AVE
WEST HAZLETON,PA182022111 		  PC GROUP HOME FOR BOYS 5,000

UNIVERSITY OF MICHIGAN ROSS SCHOOL OF BUSINESS

701 TAPPAN STREET ER 4611
ANN ARBOR,MI481091234 		  PC 2023 MCGOWAN FELLOW PATRICK BURDEN NGUYEN 73,528

UNIVERSITY OF PENNSYLVANIA WHARTON SCHOOL OF BUSINESS

3733 SPRUCE STREET 344 VANCE HALL
EXTERNAL AFFAIRS OFFICE
PHILADELPHIA,PA191046360 		  PC 2023 MCGOWAN FELLOW GRACE EUN KO 77,500

UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS

PO BOX 6550
CHARLOTTESVLE,VA229066550 		  PC 2023 MCGOWAN FELLOW PRAVEEN KUMAR KRISHNAMURTHY 75,400

VAIL VETERANS PROGRAM

PO BOX 6473
VAIL,CO81657 		  PC GENERAL OPERATIONS 10,000

VIGILANT TORCH FOUNDATION

1123 PRISCILLA LANE
ALEXANDRIA,VA22308 		  PC GENERAL OPERATIONS 5,000

VOLUNTEERS OF AMERICA COLORADO BRANCH

2660 LARIMER STREET
DENVER,CO80205 		  PC FAMILY HOUSING 50,000

WARREN VILLAGE INC

1323 GILPIN ST
DENVER,CO80218 		  PC BREAKING THE CYCLE OF POVERTY THROUGH A TWO-GENERATION APPROACH 225,000

WATTS OF LOVE

900 WARREN AVE
DOWNERS GROVE,IL60515 		  PC GENERAL OPERATIONS 2,500

WYOMING VALLEY CHILDREN'S ASSOCIATION

1133 WYOMING AVENUE
FORTY FORT,PA18704 		  PC SPONSORSHIP 250

YOUNG MEN'S EDUCATIONAL NETWORK

1241 S PULASKI RD
CHICAGO,IL60623 		  PC YMEN 2023 GENERAL OPERATING SUPPORT FOR ACADEMIC ACHIEVEMENT 40,000

THE SCRANTON AREA COMMUNITY FOUNDATION

615 JEFFERSON AVENUE SUITE 102
SCRANTON,PA18510 		  PC WORKFORCE DEVELOPMENT 1,000,000

THE LUZERNE FOUNDATION

34 S RIVER ST
WILKESBARRE,PA18702 		  PC WORKFORCE DEVELOPMENT 500,000
Total .................................right arrow 3a 8,229,990
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 145,986  
4 Dividends and interest from securities ....     14 3,801,628  
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 .....     14 138,317  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 672,313  
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 4,758,244 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,758,244
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 39,810 0   39,810

TY 2022 AppliedToPriorYearElection
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Election:
WILLIAM G MCGOWAN CHARITABLE FUNDELECTION UNDER REG SEC. 53.4942(A)-3(D)(2) TO APPLY REMAINING QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOMETHE FUND HEREBY ELECTS TO APPLY PART OF THE REMAINING QUALIFYING DISTRIBUTIONS FROM 2019, AFTER SATISFYING THE 2018 REQUIRED DISTRIBUTION BY REDUCING SUCH AMOUNT TO ZERO, TO UNDISTRIBUTED INCOME FROM 2017 IN THE AMOUNT OF $99,551. ANY REMAINING QUALIFYING DISTRIBUTIONS WILL BE USED TO OFFSET THE 2019 REQUIRED DISTRIBUTIONS.

TY 2022 InvestmentsOtherSchedule2
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
US BANK- FIXED INCOME FMV 36,486,087 36,486,087
US BANK - US EQUITIES FMV 8,743,631 8,743,631
BRANDES FMV 8,736,379 8,736,379
WELLINGTON DIVERSIFIED HEDGES FMV 10,643,582 10,643,582
ABERDEEN III FMV 1,531,497 1,531,497
MARATHON FMV 39,564 39,564
MHR FMV 2,543,631 2,543,631
JLL FMV 1,779,278 1,779,278
AEA INVESTORS FMV 1,195,636 1,195,636
ALLBLUE LIMITED FMV 16,949 16,949
ANCHORAGE CAPITAL PARTNERS FMV 1,337,185 1,337,185
DAVIDSON KEMPNER INTERNATIONAL FMV 4,219,743 4,219,743
HBK MULTI-STRATEGY OFFSHORE FMV 4,338,081 4,338,081
MW EUREKA FMV 3,802,624 3,802,624
OZ OVERSEAS FMV 5,599 5,599
SEG PARTNERS OFFSHORE FMV 4,297,332 4,297,332
VERITAS FMV 4,639,577 4,639,577
ABERDEEN IV FMV 1,827,279 1,827,279
GOLUB FMV 1,806,126 1,806,126
WEDGE SMALL CAP VALUE FMV 8,036,563 8,036,563
WARWICK PARTNERS IV FMV 2,093,475 2,093,475
THACKERAY REALTY V FMV 1,832,350 1,832,350
AEA VII FMV 2,086,232 2,086,232
VERITAS VII FMV 2,601,001 2,601,001
INVENIRE PARTNERS LP FMV 2,205,847 2,205,847
HARBOR INTL GROWTH FUND FMV 8,685,289 8,685,289
GRANDEUR PEAKE FMV 4,699,382 4,699,382
VARDE DISLOCATION FUND FMV 1,674,031 1,674,031
RESOLUTE V FMV 3,987,105 3,987,105
WARBURG PINCUS 14 FMV 413,168 413,168
VERITAS VIII FMV 821,492 821,492
CAPE ANN FMV 9,730,804 9,730,804
FIDELITY 500 INDEX FUND FMV 50,990,485 50,990,485
BERTRAM V FMV 1,330,791 1,330,791
JMI XI-B FMV 153,205 153,205
FIDELITY INTL INDEX FUND FMV 3,470,534 3,470,534

TY 2022 LandEtcSchedule2
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 13,734 13,734 0  
LEASEHOLD IMPROVEMENTS 198,904 143,246 55,658 55,658
OTHER ASSETS 6,248 6,248 0  
RIGHT OF USE ASSET - OFFICE LEASE 386,674 283,271 103,403 103,403
EQUIPMENT 11,552 6,318 5,234 5,234


TY 2022 LegalFeesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,718 0   20,718


TY 2022 OtherAssetsSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 15,000 15,000 15,000
ACCRUED INCOME 33,989 84,631 84,631


TY 2022 OtherExpensesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOARD EDUCATION AND RETREAT 92,112 0   92,112
INSURANCE 13,606 0   13,606
STAFF DEVELOPMENT 5,945 0   5,945
POSTAGE AND DELIVERY 7,842 0   7,842
PUBLICATIONS & DUES 22,999 0   22,999
ADVERTISING & PROMOTION 10,171 0   10,171
TECHNOLOGY 32,505 0   32,001
OFFICE EXPENSE 12,570 0   12,570
COMMUNICATION FEES 109,095 0   109,095
LEGACY - ETHICAL LEADER 28,707 0   20,830
LEADERSHIP PROGRAMMING 70,522 0   45,522
MCGOWAN FELLOWS PROGRAM AND SYMPOSIUM 141,292 0   141,292
MISC 5,559 0   18,971
ANNUAL REPORT 47,249 0   47,249
WINTER WORKING AND SPRING RETREAT 39,624 0   37,966
PUBLIC RELATIONS 370,936 0   369,398
STRATEGIC PLANNING 78,385 0   78,385
FROM K-1S 0 270,862   0


TY 2022 OtherIncomeSchedule2
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 138,317 5,740 138,317


TY 2022 OtherIncreasesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Description Amount
UNREALIZED GAIN/LOSS 14,012,135


TY 2022 OtherLiabilitiesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARDS 49,379 13,249
LEASE 224,718 326,266


TY 2022 OtherProfessionalFeesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 200,954 0   200,954
INVESTMENT EXPENSES 152,111 331,180   0
SEARCH FIRM 39,560 0   39,560
MANAGER FEES 0 52,164   0


TY 2022 TaxesSchedule
Name:
WILLIAM G MCGOWAN CHARITABLE FUND
EIN:
52-1829785
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 90,000 0   0
FOREIGN TAXES 0 153,223   0