Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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 bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$198,032,018
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,020 4,020  
4 Dividends and interest from securities... 3,322,975 3,322,975  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,393,549
b Gross sales price for all assets on line 6a 14,511,147
7 Capital gain net income (from Part IV, line 2)... 14,393,549
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)....... 246,675 246,675  
12 Total. Add lines 1 through 11........ 17,967,219 17,967,219  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 231,402 0   231,402
14 Other employee salaries and wages...... 471,660 0   478,907
15 Pension plans, employee benefits....... 94,075 0   100,105
16a Legal fees (attach schedule)......... 5,723 0   5,723
b Accounting fees (attach schedule)....... 31,903 0   31,903
c Other professional fees (attach schedule).... 299,711 207,831   91,147
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 294,890 0   294,890
19 Depreciation (attach schedule) and depletion... 27,753 0  
20 Occupancy.............. 123,042 0   142,451
21 Travel, conferences, and meetings....... 31,968 0   31,968
22 Printing and publications.......... 153 0   153
23 Other expenses (attach schedule)....... 983,103 0   974,885
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,595,383 207,831   2,383,534
25 Contributions, gifts, grants paid....... 6,231,205 7,675,745
26 Total expenses and disbursements. Add lines 24 and 25 8,826,588 207,831   10,059,279
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,140,631
b Net investment income (if negative, enter -0-) 17,759,388
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 562,227 482,985 482,985
2 Savings and temporary cash investments......... 1,195,741 2,026,071 2,026,071
3 Accounts receivable bullet1,250
Less: allowance for doubtful accounts bullet     1,250 1,250
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 107,375 332,733 332,733
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 155,638,416 Click to see attachment194,908,429 194,908,429
14 Land, buildings, and equipment: basis bullet617,112
Less: accumulated depreciation (attach schedule) bullet385,551 298,429 Click to see attachment231,561 231,561
15 Other assets (describe bullet) Click to see attachment15,000 Click to see attachment48,989 Click to see attachment48,989
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,817,188 198,032,018 198,032,018
Liabilities 17 Accounts payable and accrued expenses..........   124,443
18 Grants payable.................   2,889,079
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,782,299 Click to see attachment274,097
23 Total liabilities (add lines 17 through 22)......... 2,782,299 3,287,619
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 126,298,054 167,544,694
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 28,736,835 27,199,705
29 Total net assets or fund balances (see instructions)..... 155,034,889 194,744,399
30 Total liabilities and net assets/fund balances (see instructions). 157,817,188 198,032,018
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
155,034,889
2
Enter amount from Part I, line 27a .....................
2
9,140,631
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
34,994,550
4
Add lines 1, 2, and 3 ..........................
4
199,170,070
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,425,671
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
194,744,399
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a BRANDES P    
b INVENIRE P    
c THACKERAY V P    
d WEDGE P    
e HARBOR P    
VANGUARD P    
AMG TIMESSQUARE P    
LAZARD EM EQ P    
CAPE ANN P    
ABERDEEN III P    
MARATHON ECO II P    
MHR P    
WM BLAIR P    
JLL P    
AEA VI P    
VERITAS VI P    
ABERDEEN IV P    
WELLINGTON P    
ANCHORAGE P    
SCULPTOR P    
SEG P    
PEGASUS WSJLL FUND P    
JLL FUND VII AIF I 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 794,779     794,779
b 235,989     235,989
c 111,100     111,100
d 635,975     635,975
e 1,163,923     1,163,923
4,170,392     4,170,392
    103,466 -103,466
305,664     305,664
    14,132 -14,132
75,400     75,400
57,592     57,592
67,713     67,713
727,611     727,611
848,183     848,183
514,326     514,326
3,650,788     3,650,788
82,635     82,635
4,877     4,877
502,858     502,858
694     694
560,648     560,648
      0
      0
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       794,779
b       235,989
c       111,100
d       635,975
e       1,163,923
      4,170,392
      -103,466
      305,664
      -14,132
      75,400
      57,592
      67,713
      727,611
      848,183
      514,326
      3,650,788
      82,635
      4,877
      502,858
      694
      560,648
      0
      0
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 14,393,549
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 246,855
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- ..... 5 246,855
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 225,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 315,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 68,145
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet68,145 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WILLIAMGMCGOWANFUND.ORG
    14
    The books are in care ofbulletDIANA SPENCER EXECUTIVE DIRECTOR Telephone no.bullet (312) 544-4412

    Located atbullet30 S WACKER DRIVE SUITE 3825CHICAGOIL ZIP+4bullet60606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    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 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 EXECUTIVE DIRECTOR
    40.00
    231,402 28,321 2,994
    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
    146,158 14,646 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    BRIAN PECKRILL FELLOWS PROGRAM DIRE
    40.00
    115,371 11,226 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    LUIS VELEZ LEARNING & IMPACT DI
    40.00
    95,085 11,888 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    JENNIFER MERRIMAN GRANTS PROGRAM DIREC
    40.00
    68,579 21,412 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    SOFIA ROMEO PROGRAM ASSOCIATE
    40.00
    50,332 6,367 0
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    STRATEGIC PARTNERSHIPS LLC PROGRAM CONSULTANT 343,000
    1600 DUKE ST SUITE 210
    ALEXANDRIA,VA22314
    ODA CREATIVE PARTNERS LTD MARKETING CONSULTANT 163,050
    1248 W DEVON AVE
    CHICAGO,IL60660
    CENTER FOR CREATIVE LEADERSHIP PROGRAM CONSULTANT 125,446
    1 LEADERSHIP PL
    GREENSBORO,NC27410
    CAPFINANCIAL PARTNERS LLC INVESTMENT OVERSIGHT 114,042
    4208 6 FORKS RD SUITE 1700
    RALEIGH,NC27675
    ROCKEFELLER PHILANTHROPY ADVISORS CONSULTANT 104,330
    6 WEST 48TH ST 10TH FL
    NEW YORK,NY10036
    Total number of others receiving over $50,000 for professional services.............bullet5
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    218,553,584
    b
    Average of monthly cash balances.......................
    1b
    2,469,783
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    221,023,367
    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
    221,023,367
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,315,351
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    217,708,016
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,885,401
    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
    10,885,401
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    246,855
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    246,855
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,638,546
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,638,546
    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
    10,638,546
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,638,546
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 9,862,057
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 10,059,279
    a Applied to 2020, but not more than line 2a 9,862,057
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 197,222
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    10,441,324
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DIANA SPENCER
    30 S WACKER DRIVE SUITE 3825
    CHICAGO,IL60606
    (312) 544-4412
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    DOMESTIC VIOLENCE SERVICE CENTER INC
    PO BOX 2177
    WILKESBARRE,PA187032177
      PC EMERGENCY SHELTER EXPANSION 50,000
    DINNERS FOR KIDS
    84 S WYOMING AVE
    EDWARDSVILLE,PA18704
      PC DINNERS FOR KIDS 20,000
    BISHOP SHEEN ECUMENICAL HOUSING FOUNDATION INC
    150 FRENCH ROAD
    ROCHESTER,NY14618
      PC TOGETHER WE MAKE THE DIFFERENCE 30,000
    TRUE NORTH ROCHESTER PREPARATORY CHARTER SCHOOL
    400 ANDREWS STREET6TH FLOOR
    ROCHESTER,NY14604
      PC TRUE NORTH ROCHESTER PREPARATORY CHARTER SCHOOL ("ROCHESTER PREP") COLLEGE ACCESS AND SUCCESS 30,000
    VALLEY YOUTH HOUSE COMMITTEE INC
    3400 HIGH POINT BLVD
    BETHLEHEM,PA18017
      PC MEETING THE NEEDS OF HOMELESS TRANSITION-AGE YOUTH IN LACKAWANNA AND LUZERNE COUNTIES, PENNSYLVANIA 25,000
    SHEFFIELD PLACE
    6604 E 12TH STREET
    KANSAS CITY,MO64126
      PC STRONGER TOMORROWS: EMPOWERING HOMELESS FAMILIES TO HEAL FROM TRAUMA 30,000
    REVOLUTION WORKSHOP
    3410 W LAKE STREET
    CHICAGO,IL60624
      PC PRE-APPRENTICESHIP CONSTRUCTION JOB TRAINING 25,000
    OUR LADY OF UNITY CATHOLIC SCHOOL
    2646 S 34TH STREET
    KANSAS CITY,KS66106
      PC WILSON READING SYSTEM, PART TIME READING SUPPORT 20,625
    THE FAMILY CONSERVANCY
    444 MINNESOTA AVESTE 200
    KANSAS CITY,KS66101
      PC CHALLENGE GRANT START YOUNG 35,000
    EMPOWERING THE PARENT TO EMPOWER THE CHILD (EPEC)
    5829 TROOST AVE SUITE B
    KANSAS CITY,MO64110
      PC CHALLENGE GRANT THE GROOMING PROJECT 50,000
    GREATER ROCHESTER SUMMER LEARNING ASSOCIATION
    274 N GOODMAN STREETSUITE D103
    ROCHESTER,NY14607
      PC SUMMERLEAP INTO KINDERGARTEN 25,000
    BRIGHT FUTURE FOUNDATION
    PO BOX 2558 1060 WEST BEAVER CREEK
    BLVD SUITE 201
    AVON,CO81620
      PC BRIGHT FUTURE FOUNDATION'S ENSURING FREEDOM PROGRAM 45,000
    IGNITE (FORMERLY TEEN LIVING PROGRAMS)
    180 N MICHIGAN SUITE 1900
    CHICAGO,IL60601
      PC FELLOWS PROJECT IGNITE GENERAL OPERATIONS 10,000
    CENTER FOR WORK EDUCATION AND EMPLOYMENT (CWEE)
    1175 OSAGE STREETSUITE 300
    DENVER,CO80204
      PC GENERAL OPERATING SUPPORT FOR CWEE 60,000
    RUSH UNIVERSITY MEDICAL CENTER
    1201 W HARRISON STREETSUITE 300
    CHICAGO,IL60607
      PC A NATIONAL TRIAL OF THE ELM LIFESTYLE PROGRAM AND REMISSION OF THE METABOLIC SYNDROME - YEAR 4 1,500,000
    INNER-CITY COMPUTER STARS FOUNDATION (DBA ICSTARS)
    415 N DEARBORN STE 300
    CHICAGO,IL606544626
      PC CLOSING THE RACIAL MOBILITY GAP AND PROMOTING ECONOMIC SUCCESS FOR UNDERSERVED YOUNG ADULTS 100,000
    THE GOLDEN SCOOP LLC
    9540 NALL AVE
    OVERLAND PARK,KS66207
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66227
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    THE FINGER LAKES MUSEUM
    3369 GUYANOGA ROAD
    BRANCHPORT,NY14418
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 8,000
    FRIENDS OF THE POOR
    2300 ADAMS AVENUE
    SCRANTON,PA18509
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,000
    THE JAMIE KOTULA FOUNDATION
    211 ELMWOOD DRIVE
    ELMHURST,PA18444
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 1,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 1,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 6,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE2ND
    FLOOR
    WILKES BARRE,PA18701
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE2ND
    FLOOR
    WILKES BARRE,PA18701
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 500
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 529
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 150
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 1,000
    IGNATIAN LAY VOLUNTEER CORPS INC
    112 EAST MADISON STREETSUITE 300
    BALTIMORE,MD21202
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 106
    FAMILY SERVICE ASSOCIATION OF WYOMING VALLEY
    31 WEST MARKET STREET
    WILKESBARRE,PA187011304
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 500
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 1,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 1,000
    OSTERHOUT FREE LIBRARY
    71 SOUTH FRANKLIN STREET
    WILKESBARRE,PA18701
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 1,000
    GOOD SHEPHERD ACADEMY
    316 NORTH MAPLE AVENUE
    KINGSTON,PA18704
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    VIGILANT TORCH FOUNDATION
    1123 PRISCILLA LANE
    ALEXANDRIA,VA22308
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    KANSAS CITY CHAPTER OF UNICO NATIONAL
    3008 NE 102ND TERR
    KANSAS CITY,MO64155
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    CALVARY LUTHERAN SCHOOL
    12411 WORNALL ROAD
    KANSAS CITY,MO64145
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    UPLIFT ORGANIZATION
    1516 PROSPECT AVENUEPO BOX 270175
    KANSAS CITY,MO641270175
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    CONGREGATION OF THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY
    IHM CENTER2300 ADAMS AVENUE
    SCRANTON,PA185091514
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 1,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY SLOAN SCHOOL OF MANAGEMENT
    30 MEMORIAL DRIVE E60-300
    CAMBRIDGE,MA02142
      PC MCGOWAN FELLOWS TUITION 78,954
    CARNEGIE MELLON UNIVERSITY TEPPER SCHOOL OF BUSINESS
    5000 FORBES AVENUE
    PITTSBURGH,PA15213
      PC MCGOWAN FELLOWS TUITION 70,000
    UNIVERSITY OF MICHIGAN ROSS SCHOOL OF BUSINESS
    701 TAPPAN STREET ER 4611
    ANN ARBOR,MI481091234
      PC MCGOWAN FELLOWS TUITION 72,442
    DUKE UNIVERSITY FUQUA SCHOOL OF BUSINESS
    1 TOWERVIEW DRIVE
    DURHAM,NC27708
      PC MCGOWAN FELLOWS TUITION 70,000
    DARTMOUTH COLLEGE TUCK SCHOOL OF BUSINESS
    100 TUCK HALL
    HANOVER,NH03755
      PC MCGOWAN FELLOWS TUITION 77,520
    NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT
    DONALD P JACOBS CENTER2001 SHERIDAN
    ROAD
    EVANSTON,IL60208
      PC MCGOWAN FELLOWS TUITION 74,871
    COLUMBIA UNIVERSITY COLUMBIA BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK CITY,NY10023
      PC MCGOWAN FELLOWS TUITION 77,376
    GEORGETOWN UNIVERSITY MCDONOUGH SCHOOL OF BUSINESS
    3300 WHITEHAVEN STREET NW SUITE
    4000
    WASHINGTON,DC20007
      PC MCGOWAN FELLOWS TUITION 60,894
    UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS
    PO BOX 6550
    CHARLOTTESVLE,VA229066550
      PC MCGOWAN FELLOWS TUITION 72,600
    UNIVERSITY OF PENNSYLVANIA WHARTON SCHOOL OF BUSINESS
    3733 SPRUCE STREET 344 VANCE HALL
    PHILADELPHIA,PA191046360
      PC MCGOWAN FELLOWS TUITION 79,730
    RESTORATION HOUSE OF GREATER KANSAS CITY
    25713 S STATE ROUTE K
    HARRISONVILLE,MO64701
      PC [CHALLENGE] RESTORATION HOUSE OF GREATER KANSAS CITY (RESTORING HUMAN TRAFFICKING SURVIVORS) 35,000
    JANE ADDAMS RESOURCE CORPORATION
    4432 N RAVENSWOOD
    CHICAGO,IL60640
      PC JARC'S CAREERS IN MANUFACTURING PROGRAMS (CMP) 35,000
    METROPOLITAN LUTHERAN MINISTRY
    3031 HOLMES ST
    KANSAS CITY,MO64109
      PC CARRY OVER NOV 2021; FAMILY EMPOWERMENT CONTINUUM - HOMELESS & HOUSING 30,000
    DIMITRI-HOUSE INC
    102 NORTH UNION ST
    ROCHESTER,NY14607
      PC DIMITRI SPECTRUM OF CARE 50,000
    VERTUS CHARTER SCHOOL
    21 HUMBOLDT STREET
    ROCHESTER,NY14609
      PC CARRY OVER NOV 2021; ACADEMIC INTERVENTION AND TEACHER PIPELINE SUPPORT 10,000
    MOKAN YOUTH FOUNDATION
    PO BOX 7634
    OVERLAND PARK,KS66212
      PC [CHALLENGE] MOKAN BASKETBALL GENERAL OPERATIONS 30,000
    BRIDGE OF HOPE GREATER DENVER
    PO BOX 27783
    DENVER,CO80227
      PC ENDING HOMELESSNESS FOR SIX SINGLE MOTHERS AND THEIR CHILDREN 33,894
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 7,500
    KANSAS CITY FREE EYE CLINIC
    705 VIRGINIA AVE
    KANSAS CITY,MO64106
      PC [CHALLENGE] KANSAS CITY FREE EYE CLINIC OPERATIONS 30,000
    BADEN STREET SETTLEMENT OF ROCHESTER INC
    152 BADEN STREET
    ROCHESTER,NY14605
      PC HOMELESSNESS PREVENTION AND HOUSEHOLD STABILITY 30,000
    HOPE FAITH
    705 VIRGINIA AVENUE
    KANSAS CITY,MO64106
      PC [CHALLENGE] HOPE HEALTH - COMMUNITY WELLNESS CLINIC FOR THE HOMELESS 30,000
    SAFE HARBORS OF THE FINGER LAKES INC
    P O BOX 929
    GENEVA,NY14456
      PC TRANSITIONAL HOUSING FOR DOMESTIC VIOLENCE VICTIMS 75,000
    FIRE FOUNDATION AKA FOUNDATION FOR INCLUSIVE RELIGIOUS EDUCATION
    20 W 9TH STREET
    KANSAS CITY,MO64105
      PC FIRED UP TO LEARN: ENRICHING RESOURCES FOR STUDENTS WITH DISABILITIES IN FAITH-BASED SCHOOLS 48,500
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 10,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NWSUITE 550
    WASHINGTON,DC20006
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 10,000
    GEISINGER COMMONWEALTH SCHOOL OF MEDICINE
    MC 40-30 100 N ACADEMY AVE
    DANVILLE,PA17822
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 5,000
    BISHOP WARD HIGH SCHOOL
    708 NORTH 18TH STREET
    KANSAS CITY,KS66102
      PC ALIGN 100,000
    COMMUNITY LINC
    4012-14 TROOST
    KANSAS CITY,MO64110
      PC [CHALLENGE] INTERIM HOUSING, COMMUNITY HOUSING ACCESS, AND HOME FOR GOOD PROGRAM 100,000
    THE CHILDREN'S AGENDA INC
    1 SOUTH WASHINGTON ST SUITE 120
    ROCHESTER,NY14618
      PC ADVOCATING FOR PRINCIPLES OF EFFECTIVE USE OF FEDERAL COVID RELIEF FUNDS IN LOCAL DECISION MAKING 50,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132
      PC DOMESTIC VIOLENCE SURVIVORS' NUTRITION AND STABILITY PROJECT 25,000
    VIBRANT HEALTH (TURNER HOUSE CLINIC INC)
    21 N 12TH ST SUITE 300
    KANSAS CITY,KS66102
      PC [CHALLENGE] INCREASED EQUITABLE ACCESS TO PRIMARY CARE AND BETTER HEALTH OUTCOMES FOR UNINSURED 100,000
    WARREN VILLAGE INC
    1323 GILPIN ST
    DENVER,CO80218
      PC SELF SUFFICIENCY PROGRAMMING TO EMPOWER LOW-INCOME, SINGLE PARENTS 125,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTONSUITE 504
    CHICAGO,IL60661
      PC ALL CHICAGO MAKING HOMELESSNESS HISTORY 50,000
    CROSSPURPOSE
    3705 MARTIN LUTHER KING JR BLVD
    DENVER,CO80205
      PC HOMELESSNESS MITIGATION FOR CROSSPURPOSE SINGLE PARENT LEADERS 62,500
    CONNECTIONS TO SUCCESS
    300 W LINWOOD BLVD
    KANSAS CITY,MO64111
      PC STABILIZING THE LIVES OF THE HOMELESS THROUGH PATHWAYS TO SUCCESS 50,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 5,000
    CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER INC
    6240 SMITH ROAD
    DENVER,CO80216
      PC MARISOL HOME 25,000
    FAMILY TREE INC
    3805 MARSHALL ST
    WHEAT RIDGE,CO800335069
      PC FAMILY TREE PROGRAMS FOR SINGLE PARENT HOUSEHOLDS EXPERIENCING HOMELESSNESS 30,000
    ROCKHURST HIGH SCHOOL
    9301 STATE LINE ROAD
    KANSAS CITY,MO64114
      PC [CHALLENGE] HURTADO SCHOLARS 100,000
    YOUNG MEN'S EDUCATIONAL NETWORK
    1241 S PULASKI RD
    CHICAGO,IL60623
      PC YMEN 2021-2022 GENERAL OPERATING SUPPORT FOR ACADEMIC ACHIEVEMENT 40,000
    CARA COLLECTIVE
    237 S DESPLAINES
    CHICAGO,IL60661
      PC CARA'S NEXT NORMAL 37,500
    JEWISH FAMILY SERVICES
    5801 W 115TH STREET SUITE 103
    OVERLAND PARK,KS66211
      PC KESHERKC 50,000
    FIRE FOUNDATION AKA FOUNDATION FOR INCLUSIVE RELIGIOUS EDUCATION
    20 W 9TH STREET
    KANSAS CITY,MO64105
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 5,000
    CENTER FOR YOUTH SERVICES
    905 MONROE AVENUE
    ROCHESTER,NY14620
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 5,000
    OVERLAND PARK POLICE OFFICERS FOUNDATION
    9240 GLENWOOD ST STE A
    OVERLAND PARK,KS662121370
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVDSUITE 130
    KANSAS CITY,MO64105
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    JOHN V MESH MEMORIAL SCHOLARSHIP
    PO BOX 7332
    KANSAS CITY,MO64116
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    HEAD FOR THE CURE
    1607 OAK STREET
    KANSAS CITY,MO64108
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    1C22 MINISTRIES
    PO BOX 14742
    LENEXA,KS66285
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 2,500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 100
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH ST
    OVERLAND PARK,KS66212
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE2ND
    FLOOR
    WILKES BARRE,PA18701
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 104
    FORK OVER LOVE
    345 MARKET STREET
    KINGSTON,PA18704
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    FORK OVER LOVE
    345 MARKET STREET
    KINGSTON,PA18704
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 2,500
    IGNATIAN LAY VOLUNTEER CORPS INC
    112 EAST MADISON STREETSUITE 300
    BALTIMORE,MD21202
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 5,000
    UNITED WAY OF WYOMING VALLEY
    100 NORTH PENNSYLVANIA AVENUE2ND
    FLOOR
    WILKES BARRE,PA18701
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 2,500
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 100
    BLUE CHIP ANIMAL REFUGE
    974 LOCKVILLE ROAD
    DALLAS,PA18613
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 250
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 1,000
    NATIVITYMIGUEL SCHOOL OF SCRANTON
    2300 ADAMS AVENUE
    SCRANTON,PA18509
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 1,000
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    537 VENARD RD
    SOUTH ABINGTON TOWNSHI,PA18411
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 250
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 100
    THE SALVATION ARMY FAMILY AND COMMUNITY SERVICES
    4800 N MARINE DR
    CHICAGO,IL60640
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 100
    ILLINOIS SAINT ANDREW SOCIETY
    2800 DES PLAINES AVENUE
    NORTH RIVERSIDE,IL60546
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 100
    CANYON RIDGE BAPTIST CHURCH
    6866 LINDA VISTA RD
    SAN DIEGO,CA921117050
      PC MCGOWAN SMALL FAMILY FUND PROGRAM INTERNAL 10,000
    ST JAMES ACADEMY
    24505 PRAIRIE STAR PARKWAY
    LENEXA,KS66227
      PC FIELDWORK SUPPORT AND SPONSORSHIP PROGRAM INTERNAL 5,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC BOARD & STAFF MATCHING GRANTS INTERNAL 1,000
    ALBION COLLEGE
    DEPT 999485PO BOX 33617
    DETROIT,MI48232
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 2,500
    ALBION COLLEGE
    DEPT 999485PO BOX 33617
    DETROIT,MI48232
      PC BOARD & STAFF MATCHING GRANT 2,500
    BAYAUD ENTERPRISES
    333 W BAYAUD AVE
    DENVER,CO80223
      PC BAYAUD'S CENTER FOR OPPORTUNITY, REHABILITATION, AND EMPLOYMENT (CORE) 75,000
    BIG BROTHERS BIG SISTERS OF CENTRAL OHIO INC
    1855 E DUBLIN-GRANVILLE RDFIRST FL
    COLUMBUS,OH43229
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    BISHOP MIEGE HIGH SCHOOL
    5041 REINHARDT
    SHAWNEE MISSION,KS66205
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 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 SPONSORSHIP GRANT FUNDRAISING EVENT 5,000
    CAROLE ROBERTSON CENTER FOR LEARNING
    1111 S WESTERN AVE STE B
    CHICAGO,IL60612
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 5,000
    CAROLE ROBERTSON CENTER FOR LEARNING
    1111 S WESTERN AVE STE B
    CHICAGO,IL60612
      PC BIRTH TO 12 40,000
    CENTER FOR YOUTH SERVICES
    905 MONROE AVENUE
    ROCHESTER,NY14620
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 3,400
    CHICAGO THEATRE GROUP INC GOODMAN THEATRE
    170 NORTH DEARBORN
    CHICAGO,IL60601
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    CHICAGO THEATRE GROUP INC GOODMAN THEATRE
    170 NORTH DEARBORN
    CHICAGO,IL60601
      PC BOARD & STAFF MATCHING GRANT 5,000
    CHILDREN'S MIRACLE NETWORKCHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVENUE BOX 045
    AURORA,CO80045
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    BEYONDHOME (FORMERLY KNOWN AS COLORADO HOMELESS FAMILIES)
    7447 W 61ST AVENUE
    ARVADA,CO80003
      PC BEYONDHOME SELF SUFFICIENCY PROGRAM AND SCHOLAR PROGRAM 100,000
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC BOARD & STAFF MATCHING GRANT 7,500
    COMMISSION ON ECONOMIC OPPORTUNITY
    165 AMBER LNPO BOX 1127
    WILKESBARRE,PA187031127
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 1,000
    CURE OF ARS CATHOLIC CHURCH
    9401 MISSION ROAD
    LEAWOOD,KS66206
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 5,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 W WASHINGTONSUITE 700
    CHICAGO,IL60606
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    DANIEL MURPHY SCHOLARSHIP FUND
    309 W WASHINGTONSUITE 700
    CHICAGO,IL60606
      PC BOARD & STAFF MATCHING GRANT 5,000
    DOMESTIC VIOLENCE SERVICE CENTER INC
    PO BOX 2177
    WILKESBARRE,PA187032177
      PC BOARD & STAFF MATCHING GRANT 500
    DRESS FOR SUCCESS LUZERNE COUNTY
    38 W MARKET STREET
    WILKESBARRE,PA18701
      PC BOARD & STAFF MATCHING GRANT 250
    EAGLE VALLEY COMMUNITY FOUNDATION
    PO BOX 1580
    VAIL,CO81658
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 10,000
    FAMILY PROMISE OF GREATER ROCHESTER (DBA RAIHN)
    142 WEBSTER AVENUE
    ROCHESTER,NY14609
      PC PREVENTION, DIVERSION, & REHOUSING PROGRAM 20,000
    FOCUS HOPE
    1400 OAKMAN BLVD
    DETROIT,MI48238
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    FOCUS HOPE
    1400 OAKMAN BLVD
    DETROIT,MI48238
      PC BOARD & STAFF MATCHING GRANT 5,000
    FOUNDATION FOR PUBLIC EDUCATION IN GEORGIA INC
    2062 TWIN TOWERS EAST 205 JESSE
    HILL JR DRIVE SE
    ATLANTA,GA30334
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 10,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632
      PC BOARD & STAFF MATCHING GRANT 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVDSUITE 130
    KANSAS CITY,MO64105
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 5,000
    GREATER KANSAS CITY COMMUNITY FOUNDATION
    1055 BROADWAY BLVD SUITE 130
    KANSAS CITY,MO64105
      PC WORKFORCE DEVELOPMENT (TO MEET 5% REQUIRED DISTRIBUTION) 1,600,000
    GREATER WYOMING VALLEY AREA YMCA
    40 W NORTHAMPTON ST
    WILKESBARRE,PA18701
      PC MERICLE FAMILY CENTER: 0-5 YEAR CLASSROOM LEARNING CENTERS 50,000
    HANDS OF THE CARPENTER
    16097 S GOLDEN ROAD
    GOLDEN,CO80401
      PC AUTOMOTIVE SERVICES FOR WORKING SINGLE MOTHERS 40,000
    ILLINOIS SAINT ANDREW SOCIETY
    2800 DES PLAINES AVENUE
    NORTH RIVERSIDE,IL60546
      PC BOARD & STAFF MATCHING GRANT 200
    JEFFCO ACTION CENTER INC DBA THE ACTION CENTER
    8755 W 14TH AVENUE
    LAKEWOOD,CO80215
      PC CONTINUING TO HELP INDIVIDUALS AND FAMILIES MAINTAIN STABILITY DURING THE PANDEMIC 45,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC BOARD & STAFF MATCHING GRANT 5,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    KING'S COLLEGE
    133 N RIVER ST
    WILKESBARRE,PA18711
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 100
    LA CASA NORTE (LCN)
    DEVELOPMENT3533 W NORTH AVENUE
    CHICAGO,IL60647
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    LAWNDALE CHRISTIAN HEALTH CENTER
    3860 W OGDEN AVE
    CHICAGO,IL60623
      PC LCHC MOBILE HEALTH TEAM FREE CARE 30,000
    LEARNING CLUB OF KCK
    2203 PARALLEL AVE
    KANSAS CITY,KS66104
      PC LEARNING CLUB AFTER-SCHOOL TUTORING AND MENTORING 25,000
    LITERACY KANSAS CITY
    3036 TROOST AVE3RD FLOOR
    KANSAS CITY,MO64109
      PC ADULT EDUCATION & LITERACY: ADULT BASIC EDUCATION,HSE,ENGLISH AS A SECOND LANGUAGE,WORKFORCE 100,000
    MARYWOOD UNIVERSITY
    2300 ADAMS AVE
    SCRANTON,PA18509
      PC STUDENTS TOGETHER ACHIEVING REMARKABLE SUCCESS (STARS) 60,000
    MAZIWA
    3482 GLENPROSEN CT
    SAN JOSE,CA951484321
      PC MCGOWAN FELLOWS HOURS CHALLENGE 10,000
    MINSI TRAILS COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 20624
    LEHIGH VALLEY,PA18002
      PC BOARD & STAFF MATCHING GRANT 2,500
    MINSI TRAILS COUNCIL BOY SCOUTS OF AMERICA
    PO BOX 20624
    LEHIGH VALLEY,PA18002
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 200
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NWSUITE 550
    WASHINGTON,DC20006
      PC FIELDWORK SUPPORT 10,000
    NATIVITYMIGUEL SCHOOL OF SCRANTON
    2300 ADAMS AVENUE
    SCRANTON,PA18509
      PC BOARD & STAFF MATCHING GRANT 100
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651
      PC GENERAL OPERATIONS OF THE ORGANIZATION, ACADEMIC COACHING PROGRAM 105,000
    NEWARK ALLIANCE
    60 PARK PL STE 604
    NEWARK,NJ07102
      PC GRANTEE AS DESIGNATED BY ELYA WINNER 25,000
    NORTHEASTERN PA COUNCIL BOY SCOUTS OF AMERICA
    72 MONTAGE MOUNTAIN ROAD
    MOOSIC,PA18507
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 1,000
    NORTHEASTERN RESOURCES DEVELOPMENT CORPORATION
    163 SOUTH WASHINGTON STREET
    WILKES BARRE,PA18701
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 7,500
    ONE RESEARCH FOUNDATION
    5331 S MACADAM AVESUITE 258 PMB 427
    PORTLAND,OR97239
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 8,500
    OSTERHOUT FREE LIBRARY
    71 SOUTH FRANKLIN STREET
    WILKESBARRE,PA18701
      PC BOARD & STAFF MATCHING GRANT 100
    PENN YAN UNITED METHODIST CHURCH
    166 MAIN STPO 242
    PENN YAN,NY14527
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 12,000
    PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE
    3605 VARTAN WAY SUITE 101
    HARRISBURG,PA17110
      PC DOMESTIC VIOLENCE HOUSING FIRST 50,000
    RENDED HEART
    PO BOX 321
    GRANDVIEW,MO64030
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 2,500
    REVOLUTION WORKSHOP
    3410 W LAKE STREET
    CHICAGO,IL60624
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    ROCKHURST HIGH SCHOOL
    9301 STATE LINE ROAD
    KANSAS CITY,MO64114
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 2,500
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 35,000
    SAFEHOME INC
    PO BOX 4563
    OVERLAND PARK,KS66204
      PC SAFEHOME HOUSING PROGRAM 2,500
    SOS OUTREACH
    450 MILLER RANCH ROAD
    AVON,CO81620
      PC EXPANDING YOUTH SUCCESS WITH TARGETED SKILL APPLICATION ENHANCEMENTS FOR HIGH SCHOOL & BEYOND 40,000
    SPIRITUS CHRISTI PRISON OUTREACH
    934 CULVER ROAD
    ROCHESTER,NY14609
      PC NEW BEGINNINGS 80,000
    ST LEO'S CHURCH
    33 MANHATTAN STREET
    ASHLEY,PA18706
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    ST NICHOLAS CHURCH
    226 S WASHINGTON ST
    WILKESBARRE,PA187012897
      PC BOARD & STAFF MATCHING GRANT 3,600
    THE ARTIST OUTREACH
    10000 NORTH EXPRESSWAY SUITE 400
    DALLAS,TX75231
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 2,500
    THE DELORES PROJECT
    PO BOX 1406
    DENVER,CO80201
      PC SHELTER AND REHOUSING SERVICES FOR SINGLE PARENTS EMERGING FROM HOMELESSNESS 40,000
    THE INSTITUTE
    85 SOUTH MAIN
    WILKESBARRE,PA18701
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 10,000
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702
      PC BOARD & STAFF MATCHING GRANT 500
    THE LUZERNE FOUNDATION
    34 S RIVER ST
    WILKESBARRE,PA18702
      PC NEPA GIVES 7,500
    THE NEW YORK STATE WINE AND CULINARY CENTER INC
    800 S MAIN ST
    CANANDAIGUA,NY14424
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    THE PHILANTHROPY ROUNDTABLE
    1120 20TH STREETSUITE 550 SOUTH
    WASHINGTON,DC20036
      PC FIELDWORK SUPPORT 10,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 50,000
    THE SCRANTON AREA FOUNDATION
    615 JEFFERSON AVENUESUITE 102
    SCRANTON,PA18510
      PC WOMEN IN PHILANTHROPY BREAKING THE CYCLE OF POVERTY 7,500
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    537 VENARD RD
    SOUTH ABINGTON TOWNSHI,PA18411
      PC BOARD & STAFF MATCHING GRANT 1,000
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    537 VENARD RD
    SOUTH ABINGTON TOWNSHI,PA18411
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 5,000
    THE SCRANTON SCHOOL FOR DEAF & HARD OF HEARING CHILDREN
    537 VENARD RD
    SOUTH ABINGTON TOWNSHI,PA18411
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 150
    UNIVERSITY OF DETROIT MERCY
    4001 W MCNICHOLS RD
    DETROIT,MI482213038
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 2,500
    UNIVERSITY OF DETROIT MERCY
    4001 W MCNICHOLS RD
    DETROIT,MI482213038
      PC BOARD & STAFF MATCHING GRANT 2,500
    VAIL VETERANS PROGRAM
    PO BOX 6473
    VAIL,CO81657
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 10,000
    VILLA OF HOPE
    3300 DEWEY AVENUE
    ROCHESTER,NY14616
      PC WORKFORCE DEVELOPMENT: CONSTRUCTION TRAINING 35,000
    VOLUNTEERS IN MEDICINE
    190 N PENNSYLVANIA AVE
    WILKES BARRE,PA18702
      PC BOARD & STAFF MATCHING GRANT 250
    VOLUNTEERS IN MEDICINE
    190 N PENNSYLVANIA AVE
    WILKES BARRE,PA18702
      PC SPONSORSHIP GRANT FUNDRAISING EVENT 7,500
    VOLUNTEERS IN MEDICINE
    190 N PENNSYLVANIA AVE
    WILKES BARRE,PA18702
      PC SUPPORT STAFF TO INCREASE CONTINUITY OF CARE IN A FREE CLINIC SETTING 150,000
    VOLUNTEERS OF AMERICA COLORADO BRANCH
    2660 LARIMER STREET
    DENVER,CO80205
      PC YOUTH HOUSING 50,000
    WESTERN NEW YORK MEDICAL PRACTICE PC
    1445 PORTLAND AVESUITE 210
    ROCHESTER,NY146213011
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 3,100
    WOMEN'S RESOURCE CENTER
    PO BOX 975
    SCRANTON,PA18501
      PC MCGOWAN FAMILY FUND GRANT (DISCRETIONARY) 6,000
    WORK OPTIONS
    1200 FEDERAL BOULEVARD
    DENVER,CO80204
      PC CULINARY JOB SKILLS TRAINING 60,000
    Total .................................bullet 3a 7,675,745
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 4,020  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 14,393,549  
    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 17,967,219 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,967,219
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 31,903 0   31,903

    TY 2021 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 2021 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 37,477,869 37,477,869
    US BANK - US EQUITIES FMV 7,173,956 7,173,956
    BRANDES FMV 12,829,192 12,829,192
    WELLINGTON DIVERSIFIED HEDGES FMV 9,847,291 9,847,291
    ABERDEEN III FMV 1,698,479 1,698,479
    MARATHON FMV 178,954 178,954
    MHR FMV 2,166,900 2,166,900
    JLL FMV 1,855,288 1,855,288
    AEA INVESTORS FMV 1,414,539 1,414,539
    ALLBLUE LIMITED FMV 16,949 16,949
    ANCHORAGE CAPITAL PARTNERS FMV 2,037,738 2,037,738
    DAVIDSON KEMPNER INTERNATIONAL FMV 4,042,476 4,042,476
    HBK MULTI-STRATEGY OFFSHORE FMV 4,026,051 4,026,051
    MW EUREKA FMV 3,672,993 3,672,993
    OZ OVERSEAS FMV 159,196 159,196
    SEG PARTNERS OFFSHORE FMV 4,157,687 4,157,687
    VERITAS FMV 4,965,365 4,965,365
    ABERDEEN IV FMV 2,022,581 2,022,581
    GOLUB FMV 1,749,207 1,749,207
    WEDGE SMALL CAP VALUE FMV 9,428,309 9,428,309
    WARWICK PARTNERS IV FMV 1,949,130 1,949,130
    THACKERAY REALTY V FMV 2,009,732 2,009,732
    AEA VII FMV 1,656,018 1,656,018
    VERITAS VII FMV 2,514,056 2,514,056
    INVENIRE PARTNERS LP FMV 2,077,435 2,077,435
    HARBOR INTL GROWTH FUND FMV 9,758,798 9,758,798
    GRANDEUR PEAKE FMV 4,424,920 4,424,920
    VARDE DISLOCATION FUND FMV 1,979,750 1,979,750
    RESOLUTE V FMV 2,849,202 2,849,202
    WARBURG PINCUS 14 FMV 194,981 194,981
    VERITAS VIII FMV 18,173 18,173
    CAPE ANN FMV 8,578,836 8,578,836
    FIDELITY 500 INDEX FUND FMV 45,976,378 45,976,378

    TY 2021 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 12,589 1,145 1,145
    LEASEHOLD IMPROVEMENTS 198,904 120,515 78,389 78,389
    OTHER ASSETS 6,248 5,430 818 818
    RIGHT OF USE ASSET - OFFICE LEASE 386,674 242,865 143,809 143,809
    EQUIPMENT 11,552 4,152 7,400 7,400


    TY 2021 LegalFeesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,723 0   5,723


    TY 2021 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 0 33,989 33,989


    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Amount
    CHANGE IN ACCTG METHOD 4,425,671


    TY 2021 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 40,502 0   40,502
    INSURANCE 11,735 0   11,735
    STAFF DEVELOPMENT 4,161 0   4,161
    POSTAGE AND DELIVERY 6,055 0   6,055
    PUBLICATIONS & DUES 20,617 0   20,617
    ADVERTISING & PROMOTION 4,015 0   4,015
    TECHNOLOGY 7,276 0   7,276
    MCGOWAN FELLOWS PROGRAM 2,715 0   2,715
    OFFICE EXPENSE 15,338 0   15,406
    COMMUNICATION FEES 128,915 0   129,188
    10 YEAR LEGACY 36,138 0   36,138
    TECH SUBSCRIPTION 3,006 0   3,006
    LEADERSHIP PROGRAMMING 129,837 0   129,837
    SYMPOSIUM 37,634 0   37,634
    MISC 13,721 0   4,412
    ANNUAL REPORT 40,773 0   40,773
    GRANT-MAKING SYSTEM 6,040 0   6,040
    WINTER WORKING AND SPRING RETREAT 28,045 0   28,045
    PUBLIC RELATIONS 342,250 0   343,000
    STRATEGIC PLANNING 104,330 0   104,330


    TY 2021 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 246,675 246,675 246,675


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Amount
    UNREALIZED GAIN/LOSS 34,994,550


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS 9,343 49,379
    LEASE 300,789 224,718
    TRADING SECURITIES ADJUSTMENT 2,472,167 0


    TY 2021 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 44,275 0   43,542
    INVESTMENT EXPENSES 207,831 207,831   0
    SEARCH FIRM 47,605 0   47,605


    TY 2021 TaxesSchedule
    Name:
    WILLIAM G MCGOWAN CHARITABLE FUND
    EIN:
    52-1829785
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 294,890 0   294,890