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 09-01-2021 , and ending 08-31-2022
Name of foundation
BASKIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)30 NORTH LASALLE STREET 2240
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-6118260
B Telephone number (see instructions)

(312) 345-3240
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$11,098,045
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) 766,283
2 Check bullet.............
3 Interest on savings and temporary cash investments 57,417 57,417 57,417
4 Dividends and interest from securities... 124,648 124,648 124,648
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 403,638
b Gross sales price for all assets on line 6a 3,115,238
7 Capital gain net income (from Part IV, line 2)... 403,638
8 Net short-term capital gain......... 0
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)....... 36 36 36
12 Total. Add lines 1 through 11........ 1,352,022 585,739 182,101
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 11,000 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,041 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,009 0 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 58,336 58,336 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,386 58,336 0 0
25 Contributions, gifts, grants paid....... 2,325,923 2,325,923
26 Total expenses and disbursements. Add lines 24 and 25 2,403,309 58,336 0 2,325,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,051,287
b Net investment income (if negative, enter -0-) 527,403
c Adjusted net income (if negative, enter -0-)... 182,101
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............. 963,783 486,630 486,630
2 Savings and temporary cash investments......... 663,361 519,383 519,383
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 100 100 100
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,483,805 Click to see attachment7,227,384 8,931,900
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).......... 1,229,266 Click to see attachment1,145,703 1,138,123
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment17,374 Click to see attachment21,909 Click to see attachment21,909
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,357,689 9,401,109 11,098,045
Liabilities 17 Accounts payable and accrued expenses.......... 22,469 102,176
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 110,000 125,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 132,469 227,176
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,225,220 9,173,933
29 Total net assets or fund balances (see instructions)..... 10,225,220 9,173,933
30 Total liabilities and net assets/fund balances (see instructions). 10,357,689 9,401,109
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
10,225,220
2
Enter amount from Part I, line 27a .....................
2
-1,051,287
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,173,933
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,173,933
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 PAX INTL SUSTAINABLEECONOMY INSTL P 2018-03-15 2022-07-21
b CALVERT US MID CAP CORE RSPNB IDX I P 2019-08-28 2022-07-21
c CALVERT US MID CAP CORE RSPNB IDX I P 2020-06-25 2021-11-12
d CALVERT US MID CAP CORE RSPNB IDX I P 2019-08-28 2021-11-12
e VANGUARD FTSE SOCIALIDX FD ADMIRAL SHS P 2017-02-15 2022-07-21
VANGUARD FTSE SOCIALIDX FD ADMIRAL SHS P 2018-06-13 2021-11-12
VANGUARD FTSE SOCIALIDX FD ADMIRAL SHS P 2017-02-15 2021-11-12
J P MORGAN EXCHANGE TRADED FD INFLATION MANAGE P 2015-11-23 2022-04-08
DODGE & COX P 2020-07-23 2022-07-21
CARILLON REAMS CORE PLUS BOND P 2017-12-08 2022-07-21
CARILLON REAMS CORE PLUS BOND P 2015-11-23 2022-07-21
UNITED STATES TREAS BDS 3.12500% 11/15/2041 P 2019-06-04 2021-09-15
UNITED STATES TREAS BDS 3.37500% 05/15/2044 P 2019-07-02 2021-09-15
AMERICAN EXPRESS CO NOTE 2.50000% 08/01/2022 P 2019-05-31 2021-09-15
PNC FINL SVCS GROUP INC NOTE 3.50000% 01/23/2024 P 2019-06-05 2021-09-15
UNITED STATES TREAS NTS NOTE 2.37500% 08/15/2024 P 2019-06-04 2021-10-12
UNITED STATES TREAS BDS 3.12500% 11/15/2041 P 2019-06-04 2021-10-29
UNITED STATES TREAS BDS 3.12500% 11/15/2041 P 2019-06-04 2022-01-20
UNITED STATES TREAS BDS 2.87500% 05/15/2043 P 2020-05-12 2022-01-20
TARGET CORP NOTE CALL MAKE WHOLE2.25000% 04/15/2025 P 2020-04-02 2022-01-20
UNITED STATES TREAS SER AY-2023 0.12500% 03/31/2023 NTS NOTE P 2021-04-21 2022-01-20
UNITED STATES TREAS BDS 3.50000% 02/15/2039 P 2021-02-25 2022-01-31
UNITED STATES TREAS BDS 3.50000% 02/15/2039 P 2021-01-25 2022-01-31
UNITED STATES TREAS BDS 3.50000% 02/15/2039 P 2020-12-28 2022-01-31
UNITED STATES TREAS BDS 3.50000% 02/15/2039 P 2020-08-18 2022-01-31
UNITED STATES TREAS BDS 3.37500% 05/15/2044 P 2019-07-02 2022-01-31
ST PAUL MINN INDPT SCH DIST NO 625 CTFS02.09200% 02/01/2022PARTN COPS SER. 2 P 2019-06-28 2022-02-01
UNITED STATES TREAS SER BONDS 2.25000% 08/15/2049 BDS P 2021-10-12 2022-02-02
CARRIER GLOBAL CORPORATION SER B 2.24200% 02/15/2025 NOTE CALL MAKE WHOLE P 2021-03-30 2022-02-02
VERIZON COMMUNICATIONS INC 3.50000% 11/01/2024 NOTE CALL MAKE WHOLE P 2019-06-03 2022-02-03
UNITED STATES TREAS NTS NOTE 2.37500% 08/15/2024 P 2019-06-04 2022-03-14
UNITED STATES TREAS NTS NOTE 2.12500% 05/15/2025 P 2020-10-14 2022-03-16
UNITED STATES TREAS SER B-2026 1.62500% 02/15/2026 NTS NOTE P 2019-06-04 2022-03-21
UNITED STATES TREAS SER B-2026 1.62500% 02/15/2026 NTS NOTE P 2019-06-04 2022-03-23
UNITED STATES TREAS SER E-2030 0.62500% 08/15/2030 NTS NOTE P 2022-01-31 2022-05-13
TEXAS A & M UNIV REVTAXABLE FING SYS BDS02.88600% 05/15/2022SER. 2019 A P 2019-07-01 2022-05-16
MASTERCARD INCORPORATED NOTE 3.35000% 03/26/2030 CALL MAKE WHOLE P 2020-04-20 2022-05-26
AIR PRODUCTS AND CHEMICALS INC NOTE 2.80000% 05/15/2050 CALL MAKE WHOLE P 2021-05-17 2022-05-26
BRISTOL-MYERS SQUIBBCO NOTE 2.55000% 11/13/2050 CALL MAKE WHOLE P 2020-11-16 2022-06-03
TARGET CORP NOTE CALL MAKE WHOLE2.95000% 01/15/2052 P 2022-01-19 2022-06-06
TARGET CORP NOTE CALL MAKE WHOLE2.95000% 01/15/2052 P 2022-01-19 2022-06-06
DEERE JOHN CAPITAL CORP SER F MTN 2.80000% 03/06/2023 P 2019-06-03 2022-06-08
ABBOTT LABORATORIES NOTE CALL MAKE WHOLE4.90000% 11/30/2046 P 2020-02-28 2022-06-08
THERMO FISHER SCIENTIFIC INC NOTE 2.80000% 10/15/2041 CALL MAKE WHOLE P 2021-08-10 2022-06-08
AMERICAN EXPRESS CO NOTE 2.50000% 08/01/2022 P 2019-05-31 2022-07-01
NIKE INC NOTE CALL MAKE WHOLE3.87500% 11/01/2045 P 2021-04-06 2022-07-05
FLORIDA PWR &LT CO BOND CALL MAKE WHOLE3.95000% 03/01/2048 P 2019-06-03 2022-07-05
UNITED STATES TREAS SER BONDS 1.62500% 11/15/2050 BDS P 2022-03-24 2022-07-18
BNP PARIBAS MTN 3.25000% 03/03/2023 P 2019-06-03 2022-07-25
UNION PAC CORP NOTE CALL MAKE WHOLE4.82100% 02/01/2044 P 2019-06-03 2022-07-25
SCHLUMBERGER INVT SANOTE CALL MAKE WHOLE3.65000% 12/01/2023 P 2019-06-03 2022-07-25
GOLDMAN SACHS GROUP INC MTN 4.00000% 03/03/2024 P 2019-06-03 2022-07-25
NSTAR ELEC CO BOND CALL MAKE WHOLE4.40000% 03/01/2044 P 2019-06-03 2022-07-25
HOME DEPOT INC NOTE CALL MAKE WHOLE4.40000% 03/15/2045 P 2019-06-10 2022-07-25
MERCK &CO INC NOTE CALL MAKE WHOLE3.70000% 02/10/2045 P 2019-09-16 2022-07-25
AT&T INC NOTE CALL MAKE WHOLE4.75000% 05/15/2046 P 2019-06-03 2022-07-25
ABBVIE INC NOTE CALL MAKE WHOLE4.70000% 05/14/2045 P 2020-04-01 2022-07-25
SHELL INTERNATIONAL FIN BV NOTE 3.25000% 05/11/2025CALL MAKE WHOLE ISIN #US8 P 2019-06-03 2022-07-25
CALIFORNIA ST UNIV REV REV BDS SER. 03.50600% 11/01/20252015B P 2019-06-25 2022-07-25
UNITEDHEALTH GROUP INC NOTE 4.62500% 07/15/2035 CALL MAKE WHOLE P 2019-06-10 2022-07-25
INTEL CORP NOTE CALL MAKE WHOLE3.70000% 07/29/2025 P 2020-03-23 2022-07-25
LOCKHEED MARTIN CORPNOTE CALL MAKE WHOLE4.70000% 05/15/2046 P 2020-02-28 2022-07-25
BK OF AMERICA CORP SER L MTN 3.50000% 04/19/2026 CALL MAKE WHOLE P 2019-06-03 2022-07-25
AVALONBAY CMNTYS INCMTN CALL MAKE WHOLE 2.95000% 05/11/2026 P 2022-07-05 2022-07-25
WISCONSIN ST GEN FD ANNUAL APPROPRIATION02.04900% 05/01/2023REV REV REF BDS P 2019-06-24 2022-07-25
CSX CORP NOTE CALL MAKE WHOLE3.80000% 11/01/2046 P 2021-04-12 2022-07-25
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE3.78200% 02/01/2028 P 2019-06-03 2022-07-25
LAUDER ESTEE COS INCNOTE CALL MAKE WHOLE4.15000% 03/15/2047 P 2019-06-03 2022-07-25
LOWES COS INC NOTE CALL MAKE WHOLE3.10000% 05/03/2027 P 2019-06-03 2022-07-25
UNITED STATES TREAS SER C-2027 2.37500% 05/15/2027 NTS NOTE P 2021-03-18 2022-07-25
CITIGROUP INC NOTE CALL MAKE WHOLE3.66800% 07/24/2028 P 2019-05-31 2022-07-25
NORTHERN STS PWR CO MINN BOND 3.60000% 09/15/2047 CALL MAKE WHOLE P 2019-06-03 2022-07-25
UNITED PARCEL SVCS INC NOTE 3.75000% 11/15/2047 CALL MAKE WHOLE P 2019-06-03 2022-07-25
SEMPRA NOTE CALL MAKE WHOLE3.40000% 02/01/2028 P 2022-03-15 2022-07-25
STARBUCKS CORP NOTE CALL MAKE WHOLE3.50000% 03/01/2028 P 2021-04-20 2022-07-25
ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE4.10100% 03/01/2028 P 2020-02-28 2022-07-25
CVS HEALTH CORP NOTE CALL MAKE WHOLE5.05000% 03/25/2048 P 2021-02-17 2022-07-25
DTE ELEC CO SER A BOND 4.05000% 05/15/2048 CALL MAKE WHOLE P 2021-03-30 2022-07-25
UNITED STATES TREAS SER C-2028 2.87500% 05/15/2028 NTS NOTE P 2019-07-12 2022-07-25
COMCAST CORP NEW NOTE CALL MAKE WHOLE4.70000% 10/15/2048 P 2019-06-03 2022-07-25
MARSH &MCLENNAN COS INC NOTE 3.87500% 03/15/2024 CALL MAKE WHOLE P 2020-03-24 2022-07-25
TOTAL CAP INTL NOTE CALL MAKE WHOLE3.45500% 02/19/2029 ISIN #US89153VAQ23 SE P 2019-06-03 2022-07-25
UNITED STATES TREAS SER BONDS 2.87500% 05/15/2049 BDS P 2022-01-20 2022-07-25
UNITED STATES TREAS SER C-2029 2.37500% 05/15/2029 NTS NOTE P 2019-06-04 2022-07-25
NEW JERSEY INFRASTRUCTURE BK 05.00000% 09/01/2023ENVIRONMENT REF BDS 2009 C P 2019-06-24 2022-07-25
NEW YORK N Y CITY HSG DEV CORP 02.41600% 05/01/2024MULTIFAMILY HSG REV BDS S P 2019-06-13 2022-07-25
NEW MEXICO FIN AUTH REV REVOVLVING FD 02.37000% 06/15/2024BDS PUB PROJ SER. P 2019-06-13 2022-07-25
UNITED STATES TREAS SER BONDS 2.25000% 08/15/2049 BDS P 2021-10-12 2022-07-25
UNITED STATES TREAS SER E-2029 1.62500% 08/15/2029 NTS NOTE P 2019-12-10 2022-07-25
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE2.00000% 09/13/2024 P 2020-02-28 2022-07-25
UNITED STATES TREAS SER F-2029 1.75000% 11/15/2029 NTS NOTE P 2020-08-17 2022-07-25
UNITED STATES TREAS SER AG-2024 1.50000% 11/30/2024 NTS NOTE P 2022-05-17 2022-07-25
UNITED STATES TREAS NTS NOTE 1.50000% 02/15/2030 P 2021-08-12 2022-07-25
DOWNERS GROVE ILL TAXABLE GO REF BDS 01.87400% 01/01/2028SER. 2020 P 2020-02-26 2022-07-25
MICROSOFT CORP NOTE CALL MAKE WHOLE2.52500% 06/01/2050 P 2019-06-03 2022-07-25
ROYAL BK CDA SER H NOTE 1.15000% 06/10/2025 P 2022-03-14 2022-07-25
PROLOGIS L P NOTE CALL MAKE WHOLE1.25000% 10/15/2030 P 2021-02-25 2022-07-25
UNITED STATES TREAS SER F-2030 0.87500% 11/15/2030 NTS NOTE P 2022-01-31 2022-07-25
UNITED STATES TREAS SER BONDS 1.87500% 02/15/2051 BDS P 2022-06-06 2022-07-25
UNITED STATES TREAS SER B-2031 1.12500% 02/15/2031 NTS NOTE P 2022-01-31 2022-07-25
UNITED STATES TREAS SER B-2031 1.12500% 02/15/2031 NTS NOTE P 2021-08-12 2022-07-25
VERIZON COMMUNICATIONS INC 2.55000% 03/21/2031 NOTE CALL MAKE WHOLE P 2022-02-03 2022-07-25
MORGAN STANLEY SER I MTN 1.59300% 05/04/2027 CALL MAKE WHOLE P 2022-03-14 2022-07-25
UNITED STATES TREAS SER AN-2024 0.25000% 05/15/2024 NTS NOTE P 2022-05-31 2022-07-25
UNITED STATES TREAS SER AA-2026 0.87500% 06/30/2026 NTS NOTE P 2022-06-08 2022-07-25
SALESFORCE INC NOTE CALL MAKE WHOLE2.90000% 07/15/2051 P 2021-08-17 2022-07-25
AMGEN INC NOTE CALL MAKE WHOLE2.80000% 08/15/2041 P 2021-08-11 2022-07-25
AON CORP / AON GLOBAL HLDGS NOTE 3.90000% 02/28/2052 CALL MAKE WHOLE P 2022-03-16 2022-07-25
UNITED STATES TREAS NTS NOTE 1.50000% 02/15/2030 P 2021-08-12 2022-08-03
UNITED STATES TREAS SER F-2028 3.12500% 11/15/2028 NTS NOTE P 2022-07-18 2022-08-17
LONG TERM LOSS FROM PARTNERSHIPS P    
SHORT TERM LOSS FROM PARTNERSHIP P    
SEC 998 LOSS FROM PARTNERSHIPS P    
SHORT TERM CAPITAL GAIN DISTRIBUTIONS P    
LONG TERM CAPITAL GAIN DISTRIBUTIONS 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 74,990   81,272 -6,282
b 54,990   43,048 11,942
c 86,698   54,100 32,598
d 165,292   100,949 64,343
e 289,990   163,279 126,711
564,757   314,804 249,953
45,233   20,781 24,452
28   27 1
69,966   81,566 -11,600
7,580   7,700 -120
61,943   63,738 -1,795
6,158   5,495 663
6,441   5,760 681
5,082   4,968 114
5,330   5,112 218
10,502   10,121 381
17,850   16,478 1,372
23,036   21,954 1,082
27,839   32,092 -4,253
20,351   20,277 74
14,891   14,995 -104
12,117   12,219 -102
24,234   26,198 -1,964
24,234   26,610 -2,376
12,117   13,850 -1,733
12,096   11,501 595
45,000   45,000 0
10,208   10,310 -102
8,087   8,228 -141
20,881   20,404 477
35,344   35,362 -18
45,028   47,628 -2,600
4,855   4,880 -25
14,575   14,639 -64
12,508   13,657 -1,149
55,000   55,000 0
29,385   33,044 -3,659
11,629   14,137 -2,508
10,988   15,098 -4,110
6,285   7,929 -1,644
5,500   6,944 -1,444
35,216   35,064 152
10,885   13,588 -2,703
7,955   10,009 -2,054
20,000   19,873 127
13,930   17,215 -3,285
13,902   15,793 -1,891
10,570   12,159 -1,589
19,970   20,084 -114
19,135   22,223 -3,088
10,062   10,134 -72
10,043   10,155 -112
4,795   5,508 -713
4,962   5,479 -517
13,635   16,197 -2,562
4,770   5,008 -238
4,907   5,634 -727
14,913   15,231 -318
19,948   20,648 -700
15,735   16,571 -836
15,122   15,264 -142
5,234   6,618 -1,384
14,836   15,176 -340
23,974   24,066 -92
44,660   44,874 -214
4,414   5,410 -996
14,544   15,320 -776
14,390   16,463 -2,073
24,232   24,764 -532
34,150   36,948 -2,798
19,049   20,165 -1,116
4,379   5,014 -635
18,662   19,576 -914
9,628   10,032 -404
9,804   10,859 -1,055
20,013   21,705 -1,692
4,964   6,415 -1,451
4,682   5,612 -930
14,962   15,635 -673
10,036   11,113 -1,077
20,073   20,177 -104
4,855   5,137 -282
38,164   45,829 -7,665
19,374   20,312 -938
55,960   56,719 -759
29,393   30,001 -608
19,533   20,001 -468
12,610   15,458 -2,848
36,909   39,213 -2,304
9,634   10,076 -442
18,606   21,597 -2,991
28,986   29,030 -44
18,208   20,346 -2,138
26,905   30,002 -3,097
7,648   7,678 -30
13,954   14,175 -221
8,150   9,391 -1,241
38,633   41,752 -3,119
11,539   11,159 380
39,337   42,592 -3,255
39,337   44,145 -4,808
8,752   9,738 -986
9,020   9,285 -265
23,784   23,926 -142
18,476   18,363 113
3,964   5,120 -1,156
3,930   4,886 -956
4,284   4,759 -475
9,109   10,172 -1,063
10,025   10,006 19
      -39,018
      -4,559
      -234
      28,641
      33,371
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       -6,282
b       11,942
c       32,598
d       64,343
e       126,711
      249,953
      24,452
      1
      -11,600
      -120
      -1,795
      663
      681
      114
      218
      381
      1,372
      1,082
      -4,253
      74
      -104
      -102
      -1,964
      -2,376
      -1,733
      595
      0
      -102
      -141
      477
      -18
      -2,600
      -25
      -64
      -1,149
      0
      -3,659
      -2,508
      -4,110
      -1,644
      -1,444
      152
      -2,703
      -2,054
      127
      -3,285
      -1,891
      -1,589
      -114
      -3,088
      -72
      -112
      -713
      -517
      -2,562
      -238
      -727
      -318
      -700
      -836
      -142
      -1,384
      -340
      -92
      -214
      -996
      -776
      -2,073
      -532
      -2,798
      -1,116
      -635
      -914
      -404
      -1,055
      -1,692
      -1,451
      -930
      -673
      -1,077
      -104
      -282
      -7,665
      -938
      -759
      -608
      -468
      -2,848
      -2,304
      -442
      -2,991
      -44
      -2,138
      -3,097
      -30
      -221
      -1,241
      -3,119
      380
      -3,255
      -4,808
      -986
      -265
      -142
      113
      -1,156
      -956
      -475
      -1,063
      19
      -39,018
      -4,559
      -234
      28,641
      33,371
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 2 403,638
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 -13,372
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 7,331
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 7,331
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,331
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJUDY WISE Telephone no.bullet (312) 345-3240

    Located atbullet30 NORTH LASALLE STREET SUITE 2240CHICAGOIL ZIP+4bullet60602
    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)
     
    No
    (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
     
     
    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
    JUDY WISE MANAGER
    5.00
    0 0 0
    30 NORTH LASALLE STREET SUITE 2240
    CHICAGO,IL60602
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUPPORT OTHER CHARTIES WITHIN THE SCOPE OF THE ORGANIZATION'S GOALS 2,325,923
    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
    11,207,342
    b
    Average of monthly cash balances.......................
    1b
    1,815,356
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,022,698
    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
    13,022,698
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    195,340
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,827,358
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    641,368
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    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  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
     
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    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
    182,101 148,936 291,741 278,503 901,281
    b 85% (0.85) of line 2a ......... 154,786 126,596 247,980 236,728 766,089
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
    2,325,923 1,437,787 1,459,909 2,664,056 7,887,675
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    2,325,923 1,437,787 1,459,909 2,664,056 7,887,675
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
    427,579 332,391 333,575 355,103 1,448,648
    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) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    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:
    JUDY WISE
    30 NORTH LASALLE STREET SUITE 2240
    CHICAGO,IL60602
    (312) 345-3240
    bThe form in which applications should be submitted and information and materials they should include:
    NO PARTICULAR FORM - ALL PERTINENT INFORMATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    826LA
    1714 W SUNSET BLVD
    LOS ANGELES,CA90026
    NONE 501(C)3 EDUCATION 25,000
    ACADEMY FOR GLOBAL CITIZENSHIP
    44647 W 47TH ST
    CHICAGO,IL60632
    NONE 501(C)(3) EDUCATION 25,000
    AMERICAN JOURNALISM PROJECT
    6218 GEOPRGE AVE NW
    WASHINGTON,DC20011
    NONE 501(C)(3) FAIR JOURNALISM 15,000
    ANOTHER CHANCE CHURCH
    330 SILVERROD LANE
    WINCHESTER,VA22603
    NONE 501(C)(3) EDUCATION 1,000
    ARCHIPELAGO BOOKS
    232 3RD ST
    BROOKLYN,NY11215
    NONE 501(C)(3) NOT-FOR-PROFIT PUBLISHER 7,000
    BARACK OBAMA FOUNDATION
    5235 S HARPER
    CHICAGO,IL60615
    NONE 501(C)(3) INSPIRE & EMPOWER CHANGE 100,000
    BATTERSEA ARTS CENTRE
    LAVENDER HILL
    LONDON    
    UK
    NONE 501(C)(3) SUPPORT THE ARTS 6,695
    BEAM CAMP
    55 BOY SCOUT RD
    STRAFFORD,NH03884
    NONE 501(C)(3) EDUCATION 6,500
    BEAM THE ART OF PROBLEM SOLVING
    55 EXCHANGE PLACE
    NEW YORK,NY10005
    NONE 501(C)(3) EDUCATION 2,500
    BENTON INSTITUTE
    1041 RIDGE RD
    WILMETTE,IL60091
    NONE 501(C)(3) BROADBAND FAIRNESS 1,030
    BUSINESS & PROF PEOPLE FOR PUBLIC INT
    25 E WASHINGTON ST SUITE 1515
    CHICAGO,IL60602
    NONE 501(C)(3) PUBLIC INTEREST LAW FIRM AND POLICY CENTER 5,000
    BUSINESS & PROF PEOPLE FOR PUBLIC INTEREST
    25 E WASHINGTON ST SUITE 1515
    CHICAGO,IL60602
    NONE 501(C)(3) PUBLIC INTEREST LAW FIRM AND POLICY CENTER 25,000
    CHIARTS FOUNDATION
    2714 W AUGUSTA BLVD
    CHICAGO,IL60622
    NONE 501(C)(3) EDUCATION 2,500
    CHICAGO CHILDREN'S MUSEUM
    700 E GRAND AVE
    CHICAGO,IL60611
    NONE 501(C)(3) EDUCATION 35,000
    CHICAGO HUMAN RHYTHYM PROJECT
    410 S MICHIGAN
    CHICAGO,IL60605
    NONE 501(C)(3) ARTS 1,000
    COLLEGE AND COMMUNITY FELLOWSHIP
    475 RIVERSIDE DR STE 1626
    NEW YORK,NY10115
    NONE 501(C)(3) ASSIST RELEASED CRIMINALS 40,000
    COLUMBIA COLLEGE CHICAGO
    720 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE 501(C)(3) EDUCATION 1,000
    ENVIRONMENTAL LAW & POLICY CENTER
    35 E WACKER STE 1600
    CHICAGO,IL60601
    NONE 501(C)(3) ENVIRONMENTAL ISSUES 25,000
    EXPERIMENTAL STATION
    6100 S BLACKSTONE AVE
    CHICAGO,IL60637
    NONE 501(C)(3) AGRICULTURAL RESEARCH 2,588
    FACING HISTORY & OURSELVES
    16 HURD RD
    BROOKLINE,MA02445
    NONE 501(C)(3) HISTORY & EDUCATION 5,000
    FACING HISTORY & OURSELVES
    16 HURD RD
    BROOKLINE,MA02445
    NONE 501(C)(3) HISTORY & EDUCATION 233,334
    FACING HISTORY & OURSELVES - UK
    16 HURD RD
    BROOKLINE,MA02445
    NONE 501(C)3 HISTORY & EDUCATION 100,000
    FRIENDSHIP CIRCLE
    707 TENNENT RD
    MANALAPAN,NJ07726
    NONE 501(C)(3) EDUCATION 10,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PL
    CHICAGO,IL60632
    NONE 501(C)(3) FOOD FOR THE NEEDY 1,000
    HEDWIG DANCES
    1016 N DEARBORN
    CHICAGO,IL60610
    NONE 501(C)(3) ARTS 1,000
    HUBBARD STREET DANCE
    1147 W JACKSON BLVD
    CHICAGO,IL60607
    NONE 501(C)(3) ARTS 5,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE
    NEW YORK,NY10118
    NONE 501(C)(3) HUMAN RIGHST 30,000
    INTERNATIONAL RESCUE COMMITTEE
    122 E 42ND ST
    NEW YORK,NY10168
    NONE 501(C)(3) RESCUING LIVES 1,000
    JOHN HOWARD ASSOCATION
    70 E LAKE ST
    CHICAGO,IL60601
    NONE 501(C)(3) CRIMINAL JUSTICE 25,000
    LURIE CHILDREN'S FOUNDATION
    225 E CHICAGO AVE
    CHICAGO,IL60611
    NONE 501(C)(3) CHILDREN'S RIGHTS 1,000
    MIKVA CHALLENGE
    200 S MICHIGAN AVE
    CHICAGO,IL60604
    NONE 501(C)(3) EDUCATION 5,000
    MOTHER JONES
    222 SUTTER ST
    SAN FRANCISCO,CA94108
    NONE 501(C)(3) EDUCATION 1,000,000
    NATIONAL FOUNDATION FOR YOUTH MUSIC
    UNION ST
    LONDON    
    UK
    NONE 501(C)(3) SUPPORT THE ARTS 30,000
    NATIONAL MUSEUM OF AFRICAN HISTORY AND CULTURE
    950 INDEPENDENCE AVE SW
    WASHINGTON,DC20560
    NONE 501(C)(3) AFRICAN AMERICAN CULTURE 25,000
    NEW ISRAEL FUND
    6 EAST 39TH ST
    NEW YORK,NY10016
    NONE 501(C)(3) SUPPORT ISRAEL 1,350
    NEW MOMS
    5317 W CHICAGO AVE
    CHICAGO,IL60651
    NONE 501(C)(3) EDUCATION 15,000
    PANORAMA GLOBAL
    918 W SCHOOL ST
    CHICAGO,IL60606
    NONE 501(C)(3) EDUCATION 1,023
    PARTNERS IN HEALTH
    800 BOYLSTON ST STE 300
    BOSTON,MA02199
    NONE 501(C)(3) SUPPORTS HEALTHCARE FOR ALL 15,000
    PARTNERS IN HEALTH
    800 BOYLSTON ST STE 300
    BOSTON,MA02199
    NONE 501(C)(3) SUPPORTS HEALTHCARE FOR ALL 1,000
    PERSPECTIVES CHARTER SCHOOLS
    1530 S STATE ST
    CHICAGO,IL60605
    NONE 501(C)(3) EDUCATION 5,000
    PERSPECTIVES CHARTER SCHOOLS
    1530 S STATE ST
    CHICAGO,IL60605
    NONE 501(C)(3) EDUCATION 5,000
    PUBLIC HOUSING MUSEUM
    625 N KINGSBURY
    CHICAGO,IL60654
    NONE 501(C)(3) EDUCATION 25,000
    REFUGEE EDUCATION UK (FORMERLY REFUGEE SUPPORT NETWORK)
    3925 WILLARD FARROW
    CHARLOTTE,NC28215
    NONE 501(C)(3) LEGAL AID TO REFUGEES 40,000
    REFUGEEONE
    5705 N LINCOLN AVE
    CHICAGO,IL60659
    NONE 501(C)(3) WORLDWIDE REFUGEE SUPPORT 35,000
    REIMAGING MIGRATION
    50 MILK ST
    BOSTON,MA02109
    NONE 501(C)(3) IMMIGRATION 10,000
    RESTORE JUSTICE FOUNDATION
    445 N WELLS ST STE 200
    CHICAGO,IL60654
    NONE 501(C)(3) CRIMINAL JUSTICE 50,000
    ROUNDHOUSE TRUST
    CHALK FARM ROAD
    LONDON    
    UK
    NONE 501(C)(3) SUPPORT YOUNG ARTISTS 48,062
    SAN FRANCISCO FOOD BANK
    900 PENNSULVANIA AVE
    SAN FRANCISCO,CA94107
    NONE 501(C)(3) FOOD FOR THE NEEDY 306
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HIGHWAY
    FAIRFIELD,CT06825
    NONE 501(C)(3) SUPPORTS CHILDREN 360
    SHRIVER CENTER ON POVERTY LAW
    111 N WABASH
    CHICAGO,IL60602
    NONE 501(C)(3) SOCIAL JUSTICE 25,000
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DR
    WASHINGTON,DC20560
    NONE 501(C)(3) MUSEUM 5,000
    SPECIAL OLYMPICS ILLINOIS
    605 E WILLOW ST
    NORMAL,IL61761
    NONE 501(C)(3) HANDICAPPED SPORTS 1,025
    SWISS RED CROSS
    PO BOX CH-001
    BERN    
    SZ
    NONE 501(C)(3) ASSIST DISADVANTAGED PEOPLE 5,000
    THE POINT MAGAZINE
    30 N LASALLE ST STE 2240
    CHICAGO,IL60602
    NONE 501(C)(3) ARTS 50,000
    THE POINT MAGAZINE
    30 N LASALLE ST STE 2240
    CHICAGO,IL60602
    NONE 501(C)(3) ARTS 5,000
    UCSF FOUNDATION
    220 MONTGOMERY 5TH FLOOR
    SAN FRANCISCO,CA94104
    NONE 501(C)(3) EDUCATION 32,400
    UNION SETTLEMENT
    1565 MADISON AVE
    NEW YORK,NY10029
    NONE 501(C)(3) EDUCATION 15,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS
    CHICAGO,IL60637
    NONE 501(C)(3) EDUCATION 5,000
    URBAN GATEWAYS
    1637 N ASHLAND AVE STE 1
    CHICAGO,IL60622
    NONE 501(C)(3) ENGAGE YOUTH IN ARTS EXPERIENCE 25,000
    URBAN INITIATIVES INC
    650 W LAKE ST STE 340
    CHICAGO,IL60601
    NONE 501(C)(3) EDUCATION 40,000
    WBEZ
    848 EAST GRAND AVE
    CHICAGO,IL60611
    NONE 501(C)(3) PUBLIC RADIO 1,000
    WOMEN'S GLOBAL HEALTH
    1401 CHAIN BRIDGE ROAD
    MCLEAN,VA22101
    NONE 501(C)(3) WOMEN'S HEALTH 5,000
    WORKING CREDIT NFP
    111 W WASHINGTON ST STE 900
    CHICAGO,IL60602
    NONE 501(C)(3) CREDIT COUNSELING FOR UNDERPRIVILEDGED 60,000
    WORKING IN THE SCHOOLS (WITS)
    150 N WACKER DR
    CHICAGO,IL60606
    NONE 501(C)(3) EDUCATION 250
    Total .................................bullet 3a 2,325,923
    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 ...........
    523000 57,417      
    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 ............
        18 403,638  
    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) .. 182,101 403,638 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    585,739
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    BASKIN FAMILY FOUNDATION
     
    Employer identification number

    36-6118260
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BASKIN FAMILY FOUNDATION
     
    Employer identification number
    36-6118260
    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
    BASKIN FAMILY CHARITABLE LEAD TRUST
     
    30 NORTH LASALLE STREET SUITE 2240
     
    CHICAGO, IL60602

    $ 766,283


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    BASKIN FAMILY FOUNDATION
     
    Employer identification number

    36-6118260
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BASKIN FAMILY FOUNDATION
     
    Employer identification number

    36-6118260
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY - BROKERAGE ACCOUNT 7,227,384 8,931,900

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OXFORD - PARTNERSHIPS AT COST 1,145,703 1,138,123

    TY 2021 OtherAssetsSchedule
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASED INTEREST 17,374 21,909 21,909


    TY 2021 OtherExpensesSchedule
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 15,957 15,957 0 0
    INVESTMENT MANAGEMENT FEE 42,379 42,379 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 36 36 36


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 11,000 0 0 0


    TY 2021 TaxesSchedule
    Name:
    BASKIN FAMILY FOUNDATION
    EIN:
    36-6118260
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES & FILING FEES 2,215 0 0 0
    FOREIGN TAX PAID 1,826 0 0 0