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 01-01-2022 , and ending 12-31-2022
Name of foundation
FINNEGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)33 N DEARBORN 2230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-4221334
B Telephone number (see instructions)

(312) 346-6000
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$68,524,388J 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) 200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 26 26  
4 Dividends and interest from securities... 1,267,885 1,267,885  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 544,730
b Gross sales price for all assets on line 6a 2,822,914
7 Capital gain net income (from Part IV, line 2)... 544,730
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
-206,810 -95,266 0
12 Total. Add lines 1 through 11........ 1,805,831 1,717,375 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,000 36,000 0 144,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,718 2,544 0 8,899
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
283,383 283,377 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
157,493 66,553 0 10,671
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 48,106 9,621 0 38,485
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,428 1,484 0 5,943
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 689,128 399,579 0 207,998
25 Contributions, gifts, grants paid....... 4,025,966 4,025,966
26 Total expenses and disbursements. Add lines 24 and 25 4,715,094 399,579 0 4,233,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,909,263
b Net investment income (if negative, enter -0-) 1,317,796
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 5,768,871 6,137,355 6,137,355
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,370,803 Click to see attachment
List of Attached Documents:
// Content
23,935,293 		47,549,872
c Investments—corporate bonds (attach schedule)....... 1,697,564 Click to see attachment
List of Attached Documents:
// Content
1,731,730 		1,575,032
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).......... 14,637,106 Click to see attachment
List of Attached Documents:
// Content
10,760,251 		13,261,633
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
470 		Click to see attachment
List of Attached Documents:
// Content
496 		Click to see attachment
List of Attached Documents:
// Content
496
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,474,814 42,565,125 68,524,388
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 45,474,814 42,565,125
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 45,474,814 42,565,125
30 Total liabilities and net assets/fund balances (see instructions). 45,474,814 42,565,125
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
45,474,814
2
Enter amount from Part I, line 27a .....................
2
-2,909,263
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
42,565,551
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
426
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,565,125
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 PERSHING #9610 P 2021-01-01 2022-12-31
b SCHWAB #3147 P 2021-01-01 2022-12-31
c SCHWAB #4528 P 2021-01-01 2022-12-31
d ADAMS STREET GLOBAL P 2021-01-01 2022-12-31
e AG REALTY VALUE FUND X P 2022-01-01 2022-12-31
AG REALTY VALUE FUND X P 2021-01-01 2022-12-31
CREATION INVESTMENTS FUND II P 2021-01-01 2022-12-31
LIZARD INTERNATIONAL FUND P 2022-01-01 2022-12-31
LIZARD INTERNATIONAL FUND P 2021-01-01 2022-12-31
ADAMS STREET LEADER 2020 FUND P 2021-01-01 2022-12-31
ADAMS ST VENTURE INNOVATION FUND III P 2021-01-01 2022-12-31
PERSHING #9610 P 2022-01-01 2022-12-31
CAPITAL GAINS DIVIDENDS P    
(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 548,233   740,867 -192,634
b 66,015   65,553 462
c 500,176   37,080 463,096
d 59,333     59,333
e 470     470
86,767     86,767
17,159     17,159
    1,425,960 -1,425,960
1,480,135     1,480,135
    153 -153
514     514
4,897   8,571 -3,674
59,215     59,215
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       -192,634
b       462
c       463,096
d       59,333
e       470
      86,767
      17,159
      -1,425,960
      1,480,135
      -153
      514
      -3,674
      59,215
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 2 544,730
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 -1,429,164
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 18,317
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 18,317
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 18,317
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 31,184
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,184
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 27,867
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow27,867 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 arrowIL
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowFINNEGANFAMILYFDN.ORG
14
The books are in care ofright arrowKATHERINE M FINNEGAN Telephone no.right arrow (312) 346-6000

Located atright arrow33 N DEARBORNCHICAGOIL ZIP+4right arrow60602
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
ALBERT WARD MCCALLY III CHAIRMAN
8.00 		30,000 0 0
2440 NORTH LAKEVIEW AVENUE 6F
CHICAGO,IL60614
MARY FINNEGAN SECRETARY/DIRECTOR
0.00 		0 0 0
1133 MICHIGAN AVENUE
EVANSTON,IL60202
PAUL J FINNEGAN TREASURER/DIRECTOR
0.00 		0 0 0
1133 MICHIGAN AVENUE
EVANSTON,IL60202
KATHERINE M FINNEGAN PRESIDENT
40.00 		150,000 0 0
540 WEST WEBSTER APT 904
CHICAGO,IL60614
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
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
50,808,535
b
Average of monthly cash balances.......................
1b
4,593,504
c
Fair market value of all other assets (see instructions)................
1c
16,604,696
d
Total (add lines 1a, b, and c).........................
1d
72,006,735
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
72,006,735
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,080,101
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
70,926,634
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,546,332
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
3,546,332
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,317
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,970
c
Add lines 2a and 2b............................
2c
21,287
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,525,045
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,525,045
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
3,525,045
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
4,233,964
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
4,233,964
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 3,525,045
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 210,105
b From 2018...... 43,981
c From 2019...... 170,433
d From 2020...... 504,048
e From 2021...... 292,057
f Total of lines 3a through e ........ 1,220,624
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,233,964
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 3,525,045
e Remaining amount distributed out of corpus 708,919
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 1,929,543
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 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		210,105
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,719,438
10 Analysis of line 9:
a Excess from 2018.... 43,981
b Excess from 2019.... 170,433
c Excess from 2020.... 504,048
d Excess from 2021.... 292,057
e Excess from 2022.... 708,919
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).)
MARY FINNEGAN
PAUL J FINNEGAN
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 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 (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

A BETTER CHICAGO

200 WEST MADISON STREET 3RD FLOOR
CHICAGO,IL60606 		NONE PC $100K TO GENERAL OPERATIONS AND $100K TO CATALYST FUND 200,000

ACADEMY FOR URBAN SCHOOL LEADERSHIP

3400 N AUSTIN AVE
CHICAGO,IL60634 		NONE PC UNRESTRICTED 100,000

ADVANCE ILLINOIS

303 E WACKER DRIVE SUITE 1925
CHICAGO,IL60601 		NONE PC UNRESTRICTED 10,000

ALLIANCE CHICAGO

225 W ILLINOIS STREET SUITE 500
CHICAGO,IL60654 		NONE PC JUNO4ME 20,000

AMERICA NEEDS YOU

82 NASSAU ST 60358
NEW YORK,NY10038 		NONE PC CHICAGO PROGRAM 15,000

ASPIRITECH

939 CHICAGO AVE
EVANSTON,IL60202 		NONE PC UNRESTRICTED 5,000

BETTER FUTURE FORWARD

20711 HOLT AVE PO BOX 1063
LAKEVILLE,MN55044 		NONE PC CHICAGO PROGRAM 100,000

BOOKS & BREAKFAST

419 GREENWOOD ST
EVANSTON,IL60201 		NONE PC UNRESTRICTED 20,000

BOTTOM LINE

65 E WACKER PLACE SUITE 800
CHICAGO,IL60601 		NONE PC CHICAGO PROGRAM 100,000

BRAVEN

100 N LASALLE STREET SUITE 310
CHICAGO,IL60602 		NONE PC CHICAGO PROGRAM 50,000

BRIGHT PROMISES

70 E LAKE ST STE 1120
CHICAGO,IL60601 		NONE PC UNRESTRICTED; ONE-TIME GIFT TO THE IRIS KRIEG F.A.I.R. FUND 3,500

CENTER FOR INDEPENDENT FUTURES

1015 DAVIS ST
EVANSTON,IL60201 		NONE PC UNRESTRICTED 15,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST SUITE 750
CHICAGO,IL60603 		NONE PC $10K TO CHICAGOLAND WORKFORCE FUNDER ALLIANCE; PROGRESSIVE POST-SECONDARY PATHWAYS FUND 10,000

CHICAGO LIGHTS

126 E CHESTNUT ST
CHICAGO,IL60611 		NONE PC TUTORING PROGRAM 2,000

CHICAGO PUBLIC EDUCATION FUND

200 W ADAMS ST SUITE 2150
CHICAGO,IL60606 		NONE PC UNRESTRICTED 100,000

CHICAGO SCHOLARS

247 S STATE ST SUITE 700
CHICAGO,IL60604 		NONE PC UNRESTRICTED 25,000

CHILDCARE NETWORK OF EVANSTON

1335 DODGE AVE
EVANSTON,IL60201 		NONE PC UNRESTRICTED 20,000

CITY YEAR

36 S WABASH AVE SUITE 1300
CHICAGO,IL60603 		NONE PC CHICAGO PROGRAM 75,000

CIVIC CONSULTING ALLIANCE

21 S CLARK ST SUITE 4301
CHICAGO,IL60603 		NONE PC EDUCATION PROJECTS 10,000

CODE NATION

85 BROAD ST C/O WEWORK 17TH FLOOR
NEW YORK,NY10004 		NONE PC CHICAGO PROGRAM 30,000

COLLEGE POSSIBLE

833 N ORLEANS ST SUITE 400
CHICAGO,IL60610 		NONE PC CHICAGO PROGRAM 75,000

COMMUNITIES IN SCHOOLS

815 W VAN BUREN ST SUITE 300
CHICAGO,IL60607 		NONE PC CHICAGO PROGRAM 30,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVENUE
EVANSTON,IL60201 		NONE PC UNRESTRICTED 25,000

CRADLES TO CRAYONS

2500 W BRADLEY PLACE
CHICAGO,IL60618 		NONE PC CHICAGO PROGRAM 35,000

CURT'S CAFE

2922 CENTRAL STREET
EVANSTON,IL60201 		NONE PC UNRESTRICTED 20,000

EDUCATION PIONEERS

177 HUNTINGTON AVE SUITE 1703-14991
BOSTON,MA02115 		NONE PC CHICAGO PROGRAM 50,000

EMBARC CHICAGO

PO BOX 221450
CHICAGO,IL60622 		NONE PC $30K TO WHOLE SCHOOL EXPERIENTIAL LEARNING AT CHICAGO TECH ACADEMY; 20K TO GENERAL OPERATING SUPPORT 50,000

ERIE FAMILY HEALTH FOUNDATION

1701 W SUPERIOR ST 3RD FLOOR
CHICAGO,IL60622 		NONE PC EVANSTON/SKOKIE FEDERALLY-QUALIFIED HEALTH CENTER; $20K FOR GENERAL OPERATING SUPPORT; $15K SUPPLEMENTAL GIFT FOR COMMUNITY ENGAGEMENT HIRE 35,000

EVANSTON COMMUNITY FOUNDATION

1560 SHERMAN AVE SUITE 535
EVANSTON,IL60201 		NONE PC UNRESTRICTED 25,000

EVANSTON GROWS

PO BOX 8011
EVANSTON,IL60204 		NONE PC UNRESTRICTED 4,500

EVANSTON SCHOLARS

1234 SHERMAN AVE SUITE 214
EVANSTON,IL60202 		NONE PC UNRESTRICTED 25,000

FOREFRONT

200 WEST MADISON STREET
CHICAGO,IL60606 		NONE PC UNRESTRICTED 8,466

FOUNDATION 65

PO BOX 750
EVANSTON,IL60204 		NONE PC UNRESTRICTED 20,000

FRIENDS OF THE CHILDREN - CHICAGO

1512 S PULASKI RD
CHICAGO,IL60623 		NONE PC UNRESTRICTED 30,000

GENESYS WORKS

180 N WABASH AVE SUITE 600
CHICAGO,IL60601 		NONE PC CHICAGO PROGRAM 20,000

GEORGETOWN UNIVERSITY

37TH AND O ST NW
WASHINGTON,DC20057 		NONE PC FUTUREED; TO SUPPORT RESEARCH AND WRITING BY JOSH ANDERSON 100,000

GOLDEN APPLE FOUNDATION

901 W JACKSON BLVD SUITE 205
CHICAGO,IL60607 		NONE PC GOLDEN APPLE SCHOLARS PROGRAM 25,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		NONE PC UNRESTRICTED 25,000

GREENLIGHT FUND

50 MILK STREET 16TH FLOOR
BOSTON,MA02109 		NONE PC CHICAGO PROGRAM 25,000

HEALTHY SCHOOLS CAMPAIGN

2545 W DIVERSEY AVE SUITE 214
CHICAGO,IL60647 		NONE PC UNRESTRICTED 10,000

HELIX ILLINOIS

6237 N CLARK ST
CHICAGO,IL60660 		NONE PC HELIX CAF 10,000

HEMENWAY SOUP KITCHEN

933 CHICAGO AVENUE
EVANSTON,IL60202 		NONE PC UNRESTRICTED 1,000

ILLINOIS NETWORK OF CHARTER SCHOOLS

150 N MICHIGAN AVE STE 430
CHICAGO,IL60601 		NONE PC UNRESTRICTED 5,000

IMENTOR CHICAGO

515 N STATE STREET 14TH FLOOR
CHICAGO,IL60654 		NONE PC UNRESTRICTED 100,000

INFANT WELFARE SOCIETY OF EVANSTON

2200 MAIN ST
EVANSTON,IL60202 		NONE PC UNRESTRICTED 15,000

INGENUITY

440 N WELLS ST SUITE 505
CHICAGO,IL60654 		NONE PC UNRESTRICTED 20,000

INTERNATIONAL NEIGHBORHOOD COLLABORATIVE

7300 S COTTAGE GROVE AVE
CHICAGO,IL60619 		NONE PC THE DOVETAIL PROJECT 25,000

INTRINSIC SCHOOLS

4540 W BELMONT AVE
CHICAGO,IL60641 		NONE PC UNRESTRICTED 25,000

JUMPSTART

308 CONGRESS STREET 6TH FLOOR
BOSTON,MA02210 		NONE PC CHICAGO PROGRAM 15,000

KIDS FIRST CHICAGO

21 S CLARK STREET SUITE 4300
CHICAGO,IL60603 		NONE PC $25K OF GENERAL OPERATING SUPPORT; $20K FOR SQRP INITIATIVE 45,000

KIPP CHICAGO SCHOOLS

2007 S HALSTED ST
CHICAGO,IL60608 		NONE PC UNRESTRICTED 100,000

LAWRENCE HALL YOUTH SERVICES

4833 N FRANCISCO AVENUE
CHICAGO,IL60625 		NONE PC UNRESTRICTED 15,000

LEADING EDUCATORS

201 SAINT CHARLES AVE SUITE 114 257
NEW ORLEANS,LA70170 		NONE PC CHICAGO PROGRAM 50,000

LEAP INNOVATIONS

20 WEST KINZIE STREET SUITE 1500
CHICAGO,IL60654 		NONE PC UNRESTRICTED 100,000

LEARN CHARTER SCHOOL NETWORK

PO BOX 08328
CHICAGO,IL60608 		NONE PC UNRESTRICTED 75,000

LIFT

200 WEST MADISON ST SUITE 1700
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 35,000

LINK UNLIMITED

2221 S STATE ST
CHICAGO,IL60616 		NONE PC UNRESTRICTED 20,000

MCGAW YMCA

1000 GROVE STREET
EVANSTON,IL60201 		NONE PC UNRESTRICTED 30,000

METROPOLITAN FAMILY SERVICES

ONE NORTH DEARBORN 10TH FL
CHICAGO,IL60602 		NONE PC GENERAL OPERATING SUPPORT FOR EVANSTON/SKOKIE VALLEY 100,000

METROSQUASH

6100 S COTTAGE GROVE AVE
CHICAGO,IL60637 		NONE PC UNRESTRICTED 10,000

NATIONAL COUNCIL ON TEACHER QUALITY

1032 15TH STREET NW 242
WASHINGTON,DC20005 		NONE PC ILLINOIS COMPONENT OF TEACHER PREP REVIEW 25,000

NATIONAL LOUIS UNIVERSITY

122 S MICHIGAN AVE
CHICAGO,IL60603 		NONE PC ACCELERATE U PROGRAM 25,000

NEW CLASSROOMS

1250 BROADWAY 30TH FLOOR
NEW YORK,NY10001 		NONE PC TEACH TO ONE/CHICAGO PROGRAM 50,000

NEW LEADERS

30 W 26TH ST FL 10
NEW YORK,NY10010 		NONE PC CHICAGO PROGRAM 60,000

NEW TEACHER CENTER

1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ,CA95060 		NONE PC CHICAGO PROGRAM 25,000

NOBLE NETWORK OF CHARTER SCHOOLS

1 NORTH STATE ST 7-LOWER
CHICAGO,IL60602 		NONE PC NOBLE CHARTER SCHOOLS $100,000; SUMMER OF A LIFETIME: $5,000 105,000

NORTHSHORE UNIVERSITY HEALTHSYSTEM

1301 CENTRAL STREET
EVANSTON,IL60201 		  PC ASPIRE COMMUNITY HEALTHCARE WORKFORCE DEVELOPMENT PROGRAM, IN PARTNERSHIP WITH THE CITY OF EVANSTON 200,000

ONE MILLION DEGREES

180 N WABASH SUITE 310
CHICAGO,IL60601 		NONE PC UNRESTRICTED 65,000

ONEGOAL

180 N WABASH AVE SUITE 800
CHICAGO,IL60601 		NONE PC CHICAGO PROGRAM 100,000

PARTNERSHIP FOR COLLEGE COMPLETION

200 S MICHIGAN AVE - SUITE 1410
CHICAGO,IL60604 		NONE PC UNRESTRICTED 30,000

PEER HEALTH EXCHANGE

100 WEBSTER STREET SUITE 300
OAKLAND,CA94607 		NONE PC CHICAGO PROGRAM 40,000

POLICE FOR INC

137 PINEBANK RD
FLEMINGTON,NJ08822 		NONE PC NEW BLUE PROJECT; EVANSTON OFFICERS 24,000

SAFER FOUNDATION

571 W JACKSON BLVD
CHICAGO,IL60661 		NONE PC CHICAGO PROGRAM 10,000

SAGA EDUCATION

PO BOX 1969
FRAMINGHAM,MA01701 		NONE PC CHICAGO PROGRAM 10,000

SALVATION ARMY

1403 SHERMAN AVENUE
EVANSTON,IL60201 		NONE PC EVANSTON CORPS 15,000

SKILLS FOR CHICAGOLAND'S FUTURE

191 N WACKER DRIVE SUITE 1150
CHICAGO,IL60606 		NONE PC BEYOND THE DIPLOMA PROGRAM 25,000

SPARK

67 E MADISON ST STE 2101
CHICAGO,IL60603 		NONE PC CHICAGO PROGRAM 40,000

START EARLY

33 W MONROE ST SUITE 1200
CHICAGO,IL60603 		NONE PC UNRESTRICTED 100,000

SURGE INSTITUTE

2045 W GRAND AVENUE SUITE B PMB
63441
CHICAGO,IL606121577 		NONE PC CHICAGO PROGRAM 20,000

TEACH FOR ALL

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC UNRESTRICTED 100,000

TEACH FOR AMERICA

300 W ADAMS SUITE 1000
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 100,000

TEACH PLUS

77 W WASHINGTON ST SUITE 1215
CHICAGO,IL60602 		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 15,000

TEACHERS SUPPORTING TEACHERS

1240 N ASHLAND 221646
CHICAGO,IL60622 		NONE PC UNRESTRICTED 30,000

THE HARBOUR

1440 RENAISSANCE DRIVE SUITE 240
PARK RIDGE,IL60068 		NONE PC FOR SERVICES TO EVANSTON YOUTH 2,500

THE MODERN CLASSROOMS PROJECT

15 14TH STREET SE
WASHINGTON,DC20003 		NONE PC CHICAGO PROGRAM 50,000

THE MORAN CENTER FOR YOUTH ADVOCACY

1900 A DEMPSTER ST
EVANSTON,IL60202 		NONE PC UNRESTRICTED 25,000

THRIVE SCHOLARS

3748 SOUTH WABASH UNIT 1
CHICAGO,IL60653 		NONE PC CHICAGO PROGRAM 25,000

TUTORING CHICAGO

303 W MADISON SUITE 750
CHICAGO,IL60606 		NONE PC UNRESTRICTED 15,000

UIC COLLEGE OF EDUCATION

1040 W HARRISON STREET
CHICAGO,IL60607 		NONE PC CENTER FOR URBAN EDUCATION LEADERSHIP 35,000

UNIVERSITY OF CHICAGO EDUCATION LAB

33 N LASALLE STREET SUITE 1600
CHICAGO,IL60602 		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000

UNIVERSITY OF CHICAGO

5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615 		NONE PC $15K TO TO & THROUGH INITIATIVE - MIDDLE GRADES NETWORK 15,000

VOCEL

1550 W CARROLL AVENUE SUITE 203
CHICAGO,IL60607 		NONE PC UNRESTRICTED 50,000

WORK ETHIC (WE) PROGRAM

2906 CENTRAL STREET 186
EVANSTON,IL60201 		NONE PC UNRESTRICTED 15,000

YEAR UP

223 W JACKSON BLVD SUITE 400
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 100,000

YOUTH & OPPORTUNITY UNITED

1911 CHURCH ST
EVANSTON,IL60201 		NONE PC SUMMER LEARNING PROGRAM 40,000

YOUTH JOB CENTER

1114 CHURCH STREET
EVANSTON,IL60201 		NONE PC IN-SCHOOL YOUTH TO OUT-OF-SCHOOL YOUTH TRANSITION PROGRAM 60,000

YWCA

1215 CHURCH STREET
EVANSTON,IL60201 		NONE PC EVANSTON/NORTH SHORE OPERATION 10,000
Total .................................right arrow 3a 4,025,966
bApproved for future payment

ACADEMY FOR URBAN SCHOOL LEADERSHIP
3400 N AUSTIN AVE
CHICAGO,IL60634 		NONE PC UNRESTRICTED 100,000

ADVANCE ILLINOIS
303 E WACKER DRIVE SUITE 1925
CHICAGO,IL60601 		NONE PC UNRESTRICTED 10,000

AMERICA NEEDS YOU
82 NASSAU ST 60358
NEW YORK,NY10038 		NONE PC CHICAGO PROGRAM 15,000

COLLEGE POSSIBLE
833 N ORLEANS ST SUITE 400
CHICAGO,IL60610 		NONE PC CHICAGO PROGRAM 175,000

COMMUNITIES IN SCHOOLS
815 W VAN BUREN ST SUITE 300
CHICAGO,IL60607 		NONE PC CHICAGO PROGRAM 100,000

EDUCATION PIONEERS
177 HUNTINGTON AVE SUITE 1703-14991
BOSTON,MA02115 		NONE PC CHICAGO PROGRAM 50,000

ERIE FAMILY HEALTH FOUNDATION
1701 W SUPERIOR ST 3RD FLOOR
CHICAGO,IL60622 		NONE PC EVANSTON/SKOKIE FEDERALLY-QUALIFIED HEALTH CENTER; $20K FOR GENERAL OPERATING SUPPORT; $15K SUPPLEMENTAL GIFT FOR COMMUNITY ENGAGEMENT HIRE 55,000

HEALTHY SCHOOLS CAMPAIGN
2545 W DIVERSEY AVE SUITE 214
CHICAGO,IL60647 		NONE PC UNRESTRICTED 15,000

IMENTOR CHICAGO
515 N STATE STREET 14TH FLOOR
CHICAGO,IL60654 		NONE PC UNRESTRICTED 100,000

INFANT WELFARE SOCIETY OF EVANSTON
2200 MAIN ST
EVANSTON,IL60202 		NONE PC UNRESTRICTED 15,000

INTERNATIONAL NEIGHBORHOOD COLLABORATIVE
7300 S COTTAGE GROVE AVE
CHICAGO,IL60619 		NONE PC THE DOVETAIL PROJECT 25,000

JUMPSTART
308 CONGRESS STREET 6TH FLOOR
BOSTON,MA02210 		NONE PC CHICAGO PROGRAM 15,000

LIFT
200 WEST MADISON ST SUITE 1700
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 35,000

LINK UNLIMITED
2221 S STATE ST
CHICAGO,IL60616 		NONE PC UNRESTRICTED 20,000

NOBLE NETWORK
1 NORTH STATE ST 7-LOWER
CHICAGO,IL60602 		NONE PC UNRESTRICTED 100,000

ONEGOAL
180 N WABASH AVE SUITE 800
CHICAGO,IL60601 		NONE PC CHICAGO PROGRAM 75,000

SAGA EDUCATION
10 LAUDHOLM RD
NEWTON,MA02458 		NONE PC CHICAGO PROGRAM 10,000

SPARK CHICAGO
67 E MADISON STREET SUITE 2101
CHICAGO,IL60603 		NONE PC UNRESTRICTED 40,000

SURGE INSTITUTE
2045 W GRAND AVENUE SUITE B PMB
63441
CHICAGO,IL60612 		NONE PC CHICAGO PROGRAM 20,000

TEACH PLUS
77 W WASHINGTON ST SUITE 1215
CHICAGO,IL60602 		NONE PC CHANGE AGENT PROGRAM IN CHICAGO 20,000

UNIVERSITY OF CHICAGO EDUCATION LAB
33 N LASALLE STREET SUITE 1600
CHICAGO,IL60602 		NONE PC CHICAGO STUDENT SUCCESS INITIATIVE 25,000

YEARUP
223 W JACKSON BLVD SUITE 400
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 100,000

YOUTH JOB CENTER
1114 CHURCH ST
EVANSTON,IL60201 		NONE PC IN-SCHOOL TO OUT-OF-SCHOOL YOUTH TRANSITION PROGRAM 70,000
Total ................................. right arrow 3b 1,190,000
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 26  
4 Dividends and interest from securities ....     14 1,235,318  
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 ..... 525990 17,990 01   48,513
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 544,728  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PASS-THROUGH ACTIVITIES 		    01 -77,276  
bFROM PASS-THROUGH ACTIVITIES   0 01 -17,990 0
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 17,990 1,684,806 48,513
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,751,309
(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.)
07 THE AMOUNT REPORTED ON LINE 7 IS COMPRISED OF OTHER NON-INVESTMENT
07 RELATED INCOME AND NON-DIVIDEND DISTRIBUTIONS.
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
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
2022
Name of the organization
FINNEGAN FAMILY FOUNDATION
 
Employer identification number

36-4221334
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number
36-4221334
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
PAUL J FINNEGAN MARY FINNEGAN
1133 MICHIGAN AVENUE
 
EVANSTON, IL60202

$ 200,000


(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.)
(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number

36-4221334
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number

36-4221334
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,718 2,544 0 8,899

TY 2022 InvestmentsCorpBondsSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Name of Bond End of Year Book Value End of Year Fair Market Value
ADOBE INC 1.9%&25 74,865 70,860
AIR PRODUCTS AND 1.5%25 51,827 46,079
AIR PRODUCTS AND 1.85%27 36,915 31,131
AMERICAN EXPRESS 1.65%26 65,063 57,494
AMERICAN TOWER C 2.95%25 30,661 28,595
AMERICAN TOWER CO 1.6%26 49,984 44,497
APPLE INC 0.55%25 74,848 67,757
AT&T INC. 1.7% 26 49,942 45,098
BANK OF AMERICA C VAR 26 80,025 74,269
BNY MELLON INVEST 2.1%24 60,290 57,292
BNY MELLON INVEST 1.05%26 25,006 21,727
CATERPILLAR FINL 1.15%26 29,973 26,526
CELANESE US HOLDINGS 3.5%24 44,978 43,516
CITIGROUP INC VAR 27 49,383 43,528
COMCAST CORP 2.35%27 26,421 22,739
COSTCO WHOLESALE 1.375%27 41,029 35,029
CROWN CASTLE INT 1.05%26 19,962 17,294
DELTA AIR LINES 3.204%25 75,025 72,684
EQUINIX, INC (R 1.25%25) 49,910 45,214
EXXON MOBILE COR 2.275%26 53,804 46,403
GENERAL DYNAMICS 3.5%27 35,636 33,434
JP MORGAN CHASE & VAR 26 41,718 36,958
JP MORGAN CHASE & VAR 27 45,225 39,467
MORGAN STANLEY 3.7%24 63,752 58,675
MORGAN STANLEY VAR 26 26,320 23,220
PEPSICO INC 2.25%25 25,007 23,834
PFIZER INC.0.8%25 39,775 36,699
PNC FINANCIAL SVCS GR 1.15%26 29,968 26,337
SIMON PPTY GRP L 2%24 49,976 47,510
STEEL DYNAMICS, I 2.8%24 79,965 76,100
TRUIST FINL CORP 2.5%24 60,617 57,630
THE PROGRESSIVE C 2.5% 27 50,171 46,029
U.S. BANCORP 3.1% 26 39,098 33,025
US AIRWAYS GROUP 33,302 30,333
VIRGINIA ELECTRIC 3.5%27 18,848 18,870
VISA INC. 1.9%27 52,510 45,008
WALMART INC. 1.05%26 49,931 44,171

TY 2022 InvestmentsCorpStockSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 904,236 1,172,389
APPLE INC. 177,488 849,222
ASHTEAD GROUP PLC 446,590 481,331
BERKSHIRE HATHAWAY B 198,921 545,209
BERKSHIRE HATHAWAY INC DEL CL A 343,603 2,343,555
BERKSHIRE HATHAWAY INC DEL CL B NEW 80,086 301,178
BROOKFIELD ASSET MANAG F 0 188,649
BROOKFIELD REINSURANCE F 9,181 5,632
BROOKFIELD CORP F 528,871 822,427
BROWN FORMAN CORP CL A 15,014 317,292
CABLE ONE INC. COM 223,148 78,305
CIE FINANCIERE RICHE MONT AG ZUG 136,758 1,098,543
COMCAST 9,509 214,716
CRP VIII (CARLYLE) PRIVATE 346,050 635,078
DFA INT'L SMALL CAP VALUE PORTFOLIO 1,508,663 2,006,885
GATEWAY FD-Y 700,000 786,035
HEINEKEN HLDG NC SHS 492,171 1,018,105
HIGHBRIDGE STRATEGIC CREDIT FUND 191,543 269,141
HOTCHIKIS & WILEY VALUE 343,014 363,458
HPS CORE SENIOR LENDING 366,508 371,675
HPS CORE SENIOR LENDING II 335,849 323,363
HPS MEZZANINE PRIVATE INVESTORS II 764,735 876,740
HPS MEZZANINE PRIVATE INVESTORS III 364,400 373,636
ISHARE MSCI ACWI 1,300,266 1,301,300
ISHARES CORE S&P 500 ETF 300,082 483,336
ISHARES CORE S&P SMALL CAP ETF 875,208 2,680,394
ISHARES S&P SMALL CAP 1,474,196 2,343,949
JLL INVESTMENT (JONES LANG) 1,533,190 1,799,209
JP MORGAN CHASE & CO COM 311,702 462,913
MARTIN MARIETTA MATLS INC COM 45,280 574,549
MASTERCARD INC CL A COM 72,667 1,261,217
MATTHEWS PACIFIC TIGER 300,000 240,860
MIDCAP SPDR TRUST SERIES I 469,105 1,558,621
NESTLE SA SPONSORED ADRS REGISTERED 254,050 1,384,080
NETFLIX INC COM 431,231 547,887
OAKMARK INT'L FD INST 1,526,797 1,357,819
PACKAGING CORP OF AMERICA 5,425 950,627
PERNOD RICARD ORD SHS 344,087 939,221
PHILIP MORRIS INTL INC COM 274,972 1,005,015
SPDR S&P 500 ETF 916,020 2,936,680
SUN COMMUNITIES 114,526 1,231,373
T-MOBILE US INC 194,615 1,821,260
UNILEVER NV NEW YORK SHS NEW 270,264 547,153
VANGUARD EMERGING MKTS ETF 124,357 139,743
VANGUARD EMERGING MKTS STOCK 1,491,549 1,045,991
VANGUARD MIDCAP INDEX FUND 1,659,935 4,230,859
VANGUARD TOTAL INT'L STOCK IDX 1,159,431 1,263,252

TY 2022 InvestmentsOtherSchedule2
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAMS STREET GLOBAL AT COST 768,738 1,071,128
AG DIRECT LENDING III AT COST 632,502 658,437
AG REALTY VALUE FUND X AT COST 634,047 780,539
CREATION INVEST FUND I AT COST 270,011 88,152
CREATION INVEST FUND II AT COST 113,371 63,324
CREATION INVEST FUND IV AT COST 264,865 1,159,052
LIZARD INTERNATIONAL FUND AT COST 1,157,642 187,053
SCULPTOR OVERSEAS FUND II AT COST 1,500,000 1,784,506
STRATEGIC PARTNERS VIII AT COST 95,985 715,195
THIRTEEN PARTNERS AT COST 4,000,000 5,428,776
ADAMS ST LEADER FUND 2020 AT COST 79,199 85,746
ADAMS ST VENTURE INNOVATION FUND III AT COST 243,891 293,544
THIRTEEN PARTNERS, CONCENTRATED AT COST 1,000,000 930,348
RIGHTS & WARRANTS - GARDNER RUSSO AT COST 0 15,833

TY 2022 OtherAssetsSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
HEALTH INSURANCE DEPOSIT 470 496 496


TY 2022 OtherDecreasesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Amount
OTHER BASIS ADJUSTMENT 426


TY 2022 OtherExpensesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 1,645 329 0 1,316
ELECTRIC 534 107 0 427
FILING FEES 15 0 0 15
INSURANCE 2,203 441 0 1,762
MISCELLANEOUS 703 141 0 562
OFFICE SUPPLIES 28 6 0 22
SOFTWARE 876 175 0 701
TELEPHONE 1,424 285 0 1,138


TY 2022 OtherIncomeSchedule2
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MADOFF VICTIM'S FUND PAYOUT 181 0 0
NONDIVIDEND DISTRIBUTIONS & OTHER INCOME -131,649 0 0
ADR SETTLEMENT 0 0 0
MISC. OTHER INCOME 0 0 0
JP MORGAN #2983 - SETTLEMENT INCOME 0 0 0
WELLS FARGO SETTLEMENT 1,678 0 0
PERSHING #9610 256 0 0
FROM PASS-THROUGH ACTIVITIES -77,276 -95,266 0
FROM PASS-THROUGH ACTIVITIES 0 0 0


TY 2022 OtherProfessionalFeesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES & EXPENSES 283,383 283,377 0 0


TY 2022 TaxesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 63,885 63,885 0 0
FEDERAL PAYROLL 13,339 2,668 0 10,671
EXCISE TAXES 80,269 0 0 0