Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE BRINSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)737 NORTH MICHIGAN AVENUE 1850
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611
A Employer identification number

68-0656415
B Telephone number (see instructions)

(312) 799-4500
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$125,762,755
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) 160,668
2 Check right arrow.............
3 Interest on savings and temporary cash investments 65 65  
4 Dividends and interest from securities... 3,907,537 3,907,537  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -161,975
b Gross sales price for all assets on line 6a 12,370,685
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 267,679 0  
12 Total. Add lines 1 through 11........ 4,173,974 3,907,602  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,108 13,958   214,150
14 Other employee salaries and wages...... 329,200 0   329,200
15 Pension plans, employee benefits....... 134,604 0   134,604
16a Legal fees (attach schedule)......... 31,694 0   31,694
b Accounting fees (attach schedule)....... 48,059 0   48,059
c Other professional fees (attach schedule).... 448,158 399,011   49,147
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 224,672 100,672   0
19 Depreciation (attach schedule) and depletion... 10,140 0  
20 Occupancy.............. 55,063 0   55,063
21 Travel, conferences, and meetings....... 31,185 0   31,185
22 Printing and publications.......... 15,671 0   15,671
23 Other expenses (attach schedule)....... 724,063 627,367   96,696
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,280,617 1,141,008   1,005,469
25 Contributions, gifts, grants paid....... 6,063,300 6,063,300
26 Total expenses and disbursements. Add lines 24 and 25 8,343,917 1,141,008   7,068,769
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,169,943
b Net investment income (if negative, enter -0-) 2,766,594
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 300 301 301
2 Savings and temporary cash investments......... 37,315,552 12,631,029 12,631,030
3 Accounts receivable right arrow71,342
Less: allowance for doubtful accounts right arrow   229,366 71,342 71,342
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 44,323,012 Click to see attachment
List of Attached Documents:
// Content
58,734,964
71,275,276
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
4,000,000
4,265,537
11 Investments—land, buildings, and equipment: basis right arrow394,867
Less: accumulated depreciation (attach schedule) right arrow251,464 153,543 143,403 143,403
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,314,527 Click to see attachment
List of Attached Documents:
// Content
28,890,452
37,375,866
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,336,300 104,471,491 125,762,755
Liabilities 17 Accounts payable and accrued expenses.......... 78 1,943
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 78 1,943
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 108,336,222 104,469,548
29 Total net assets or fund balances (see instructions)..... 108,336,222 104,469,548
30 Total liabilities and net assets/fund balances (see instructions). 108,336,300 104,471,491
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
108,336,222
2
Enter amount from Part I, line 27a .....................
2
-4,169,943
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
303,269
4
Add lines 1, 2, and 3 ..........................
4
104,469,548
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,469,548
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a ADAMS ST. P-SHIP 2002 - U.S. FUND P    
b ADAMS ST. P-SHIP 2002 - NON-U.S. FUND P    
c ADAMS ST. P-SHIP 2004 - U.S. FUND P    
d ADAMS ST. P-SHIP 2004 - U.S. FUND P    
e ADAMS ST. P-SHIP 2004 - NON-U.S. FUND P    
ADAMS ST. P-SHIP 2011 - DIRECT FUND P    
ADAMS ST. P-SHIP 2011 - EMERGING MARKETS FUND P    
ADAMS ST. P-SHIP 2011 - EMERGING MARKETS FUND P    
ADAMS ST. P-SHIP 2011 - NON-US DEVELOPING MARKETS FUND P    
ADAMS ST. P-SHIP 2011 - NON-US DEVELOPING MARKETS FUND P    
ADAMS ST. P-SHIP 2011 - NON-US DEVELOPING MARKETS FUND P    
ADAMS ST. P-SHIP 2011 - U.S. FUND P    
ADAMS ST. P-SHIP 2011 - U.S. FUND P    
ADAMS ST. P-SHIP 2011 - U.S. FUND P    
ADAMS ST. P-SHIP 2017 - GLOBAL FUND P    
ADAMS ST. P-SHIP 2017 - GLOBAL FUND P    
ADAMS ST. P-SHIP 2017 - GLOBAL FUND P    
ADAMS ST. P-SHIP 2017 - US (BEACH HOLDINGS) P    
ADAMS ST. P-SHIP 2017 - NON - US (BEACH HOLDINGS) P    
ADAMS ST. P-SHIP 2021 - GLOBAL FUND LP P    
ADAMS ST. P-SHIP 2021 - GLOBAL FUND LP P    
ADAMS ST. P-SHIP 2021 - GLOBAL FUND LP P    
KAYNE ANDERSON REAL ESTATE PARTNERS IV, LP P    
KAYNE ANDERSON REAL ESTATE DEBT II, LP P    
KAYNE ANDERSON REAL ESTATE DEBT III, LP P    
KAYNE ANDERSON REAL ESTATE PARTNERS V, LP P    
KAYNE ANDERSON REAL ESTATE PARTNERS V, LP P    
KKR REAL ESTATE PARTNERS EUROPE, LP P    
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP. P    
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP. P    
KANYE ANDERSON REAL ESTATE OPPORTUNISTIC DEBT LP P    
POMONA CAPITAL IX (OFFSHORE), LP P    
MARARTHON DISTRESSED CREDIT( EUROPE FUND) P    
ENTERPRISE PRODUCTS PARTNERS P    
SALE OF 40,187 SHS OF IEMG - ISHARES COREM MSCI EMI P   2022-09-28
SALE OF 111,804 SHS OF ARCC P   2022-10-21
SALE OF 41,605 SHS OF FSK P   2022-10-21
SALE OF 150,068 SHS OF ORCC P   2022-10-21
SALE OF 37,530 SHS OF FS KKR CAPITAL CORP SHARES P   2022-10-24
SALE OF 36,702 SHS OF OWL ROCK CAPITAL CORP SHARES P 2021-03-19 2022-10-24
SALE OF 45,283 SHS OF FS KKR CAPITAL CORP SHARES P   2022-10-25
SALE OF 54,800 SHS OF VANGUARD FTSE DEVELOPED ET P   2022-12-01
SALE OF 4,800 SHS OF VANGUARD FTSE EMERGING M P 2020-03-05 2022-12-01
SALE OF 8,750 SHS OF VANGUARD TOTAL SHOCK FUND (VTI P 2022-02-24 2022-12-01
GCP FUND 1 REIT LLC P    
JPM - CAPITAL GAIN DISTRIBUTIONS P    
GS MEZZ PARTNERS V LP P    
DISPOSITION OF KAYNE ANDERSON RE DEBT P    
DISPOSITION OF KAYNE ANDERSON RE DEBT II 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       -8,580
b       -20,950
c       12
d       -20,732
e       -23,953
      4,305
      1,263
      20,034
      706
      139,938
      -2,533
      -7,448
      176,127
      2,853
      13,336
      355,210
      -988
      2,300
      1,160
      1,406
      36,512
      -169
      4,046
      92,355
      14,427
      277,659
      25,858
      -2,892
      31,098
      47,131
      178,370
      58,442
      61,627
      -2,072
1,761,794   1,903,637 -141,843
1,985,225   1,842,400 142,825
744,346   911,196 -166,850
1,602,434   2,139,456 -537,022
676,440   813,054 -136,614
395,653   522,163 -126,510
837,721   964,718 -126,997
2,391,961   2,030,211 361,750
193,389   195,888 -2,499
1,781,722   1,829,014 -47,292
      -886,582
      51,645
      4
      -1,275
      -573
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       -8,580
b       -20,950
c       12
d       -20,732
e       -23,953
      4,305
      1,263
      20,034
      706
      139,938
      -2,533
      -7,448
      176,127
      2,853
      13,336
      355,210
      -988
      2,300
      1,160
      1,406
      36,512
      -169
      4,046
      92,355
      14,427
      277,659
      25,858
      -2,892
      31,098
      47,131
      178,370
      58,442
      61,627
      -2,072
      -141,843
      142,825
      -166,850
      -537,022
      -136,614
      -126,510
      -126,997
      361,750
      -2,499
      -47,292
      -886,582
      51,645
      4
      -1,275
      -573
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 -161,975
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 38,456
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 38,456
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 38,456
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 99,886
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 99,886
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 61,430
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow61,430 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BRINSONFOUNDATION.ORG
14
The books are in care ofright arrowKATHERINE L SMITH Telephone no.right arrow (312) 799-4304

Located atright arrow737 NORTH MICHIGAN AVENUE STE 1810CHICAGOIL ZIP+4right arrow60611
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GARY P BRINSON DIRECTOR/BOARD CHAIR
2.50
0 0 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
SUZANN A BRINSON DIRECTOR
1.50
0 0 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
MONIQUE DEMERY DIRECTOR
1.50
0 0 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
TALINA SUE MELONE DIRECTOR/SECRETARY
1.50
0 0 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
AMERI CHRISTY UCHIDA PRESIDENT
40.00
228,108 41,073 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
THOMAS R DEMERY DIRECTOR
1.50
0 0 0
737 NORTH MICHIGAN SUITE 1850
CHICAGO,IL60611
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
JAMIE B BENDER SENIOR PROGRAM OFFIC
37.00
121,810 60,900 0
737 N MICHIGAN AVE SUITE 1850
CHICAGO,IL60611
HARRIETT EDMONDS GRANTS MANAGER
40.00
93,385 11,384 0
737 N MICHIGAN AVE SUITE 1850
CHICAGO,IL60611
JANICE LOMBARDO PROGRAM OFFICER
40.00
83,778 15,232 0
737 N MICHIGAN AVE SUITE 1850
CHICAGO,IL60611
JESSICA MATTA GRANT MANAGER
40.00
27,163 6,014 0
737 N MICHIGAN AVE SUITE 1850
CHICAGO,IL60611
ALEXANDER BAUTISTA INTERN
20.00
3,064 0 0
737 N MICHIGAN AVE SUITE 1850
CHICAGO,IL60611
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GP BRINSON INVESTMENTS INVESTMENT & FINANCIAL SERVICES 417,311
737 N MICHIGAN AVE SUITE 1810
CHICAGO,IL60611
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
132,499,781
b
Average of monthly cash balances.......................
1b
667,830
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
133,167,611
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
133,167,611
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,997,514
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
131,170,097
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,558,505
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
6,558,505
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
38,456
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
697
c
Add lines 2a and 2b............................
2c
39,153
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,519,352
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,519,352
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
6,519,352
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
7,068,769
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
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
7,068,769
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 6,519,352
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 755,243
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 7,068,769
a Applied to 2021, but not more than line 2a 755,243
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2022 distributable amount..... 6,313,526
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
205,826
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
GARY P BRINSON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHRISTY UCHIDA
737 N MICHIGAN AVENUE SUITE 1850
CHICAGO,IL60611
(312) 799-4500
MAIL@BRINSONFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
WWW.BRINSONFOUNDATION.ORG
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
HTTPS://BRINSONFOUNDATION.ORG/GRANT-SEEKERS/LIMITATIONS-AND-OTHER-CONSIDERAT IONS/
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

1871 CHICAGOLAND ENTREPRENEURIAL CENTER

222 W MERCHANDISE MART PLAZA SUITE
1212
CHICAGO,IL60654
N/A PC GENERAL OPERATING SUPPORT AND PDTA 33,000

A BETTER CHICAGO

200 W MADISON STREET 3RD FLOOR
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT 30,000

ACCION

10 FAWCETT STREET SUITE 204
CAMBRIDGE,MA02138
N/A PC MICROFINANCE INITIATIVES IN AFRICA, ASIA AND LATIN AMERICA 35,000

ADLER PLANETARIUM

1300 S LAKE SHORE DRIVE
CHICAGO,IL606052403
N/A PC COSMOLOGY AND ASTROPHYSICS RESEARCH 80,000

ADVANCE ILLINOIS

303 E WACKER DRIVE SUITE 1925
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT AND PDTA 33,000

AFTER SCHOOL MATTERS

66 E RANDOLPH STREET
CHICAGO,IL60601
N/A PC STEM OUT-OF-SCHOOL TIME PROGRAMMING 30,000

ALL CHICAGO

651 W WASHINGTON BOULEVARD SUITE
504
CHICAGO,IL60661
N/A PC STUDENT EMERGENCY FUND 800

AMERICA NEEDS YOU

82 NASSAU STREET 60358
NEW YORK,NY10038
N/A PC GENERAL OPERATING SUPPORT - ILLINOIS AND PDTA 38,000

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE

1200 NEW YORK AVE NW
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 10,000

AMERICAN GEOPYHSICAL UNION

2000 FLORIDA AVE NW
WASHINGTON,DC20009
N/A PC GENERAL OPERATING SUPPORT 10,000

AMERICAN WRITERS MUSEUM

180 N MICHIGAN AVENUE
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT 25,000

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 E CHICAGO AVENUE BOX 4
CHICAGO,IL60611
N/A PC BRINSON MEDICAL RESEARCH FELLOWSHIP 90,000

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 E CHICAGO AVENUE BOX 4
CHICAGO,IL60611
N/A PC NURSE EDUCATION 50,000

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 E CHICAGO AVENUE BOX 4
CHICAGO,IL60611
N/A PC CENTER FOR CHILDHOOD RESILIENCE 40,000

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 E CHICAGO AVENUE BOX 4
CHICAGO,IL60611
N/A PC NICU SUPPORT 1,600

ARCS FOUNDATION ILLINOIS CHAPTER

PO BOX 350
KENILWORTH,IL60043
N/A PC GRADUATE STUDENT STEM RESEARCH SCHOLARSHIPS 15,000

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVENUE
CHICAGO,IL606036404
N/A PC GENERAL OPERATING SUPPORT 80,000

ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY - NATIONAL SOLAR OBSE

3665 DISCOVERY DRIVE
BOULDER,CO80303
N/A PC BRINSON PRIZE FELLOWSHIP - MULTI- MESSENGER SOLAR ASTRONOMY RESEARCH 115,000

AYN RAND INSTITUTE

6 HUTTON CENTRE SUITE 600
SANTA ANA,CA92707
N/A PC FREE BOOKS TO TEACHERS PROGRAM - CHICAGO AREA 38,000

BOTTOM LINE

200 N LASALLE STREET SUITE 2175
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT - CHICAGO 35,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BOULEVARD
PASADENA,CA91125
N/A PC THEORETICAL GRAVITATIONAL WAVE RESEARCH AND PDTA 103,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BOULEVARD
PASADENA,CA91125
N/A PC QUANTUM COMMUNICATIONS AND FUNDAMENTAL SPACE-TIME PHYSICS 50,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BOULEVARD
PASADENA,CA91125
N/A PC BRINSON PRIZE FELLOWSHIP - INSTITUTE FOR QUANTUM INFORMATION AND MATTER 115,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BOULEVARD
PASADENA,CA91125
N/A PC DIVISION OF PHYSICS, MATHEMATICS AND ASTRONOMY - HONORARIUM, NITARP 2,500

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY100053500
N/A PC GENERAL OPERATING SUPPORT 1,000

CARA COLLECTIVE

237 S DESPLAINES STREET
CHICAGO,IL60661
N/A PC GENERAL OPERATING SUPPORT - CHICAGO 30,000

CARNEGIE INSTITUTION FOR SCIENCE

1530 P STREET NW
WASHINGTON,DC20005
N/A PC SEISMOLOGY MONITORING RESEARCH 70,000

CARNEGIE INSTITUTION FOR SCIENCE

1530 P STREET NW
WASHINGTON,DC20005
N/A PC BPF - CARNEGIE OBSERVATORIES INSTRUMENTATION PROGRAM 115,000

CARNEGIE INSTITUTION FOR SCIENCE

1530 P STREET NW
WASHINGTON,DC20005
N/A PC BRINSON PRIZE FELLOWSHIP - CARNEGIE-CALTECH FELLOWSHIP IN OBSERVATIONAL ASTRONOMY 115,000

CAROLE ROBERTSON CENTER FOR LEARNING

1111 S WESTERN AVENUE SUITE B
CHICAGO,IL60612
N/A PC GENERAL OPERATING SUPPORT AND PDTA 32,000

CATO INSTITUTE

1000 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20001
N/A PC SPHERE EDUCATION INITIATIVE 35,000

CHALKBEAT

303 E WACKER DRIVE
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT 1,000

CHARITY WATER

PO BOX 5026
HAGERSTOWN,WA21741
N/A PC GENERAL OPERATING SUPPORT 400

CHICAGO ACADEMY OF SCIENCES PEGGY NOTEBAERT NATURE MUSEUM

2430 N CANNON DRIVE
CHICAGO,IL60614
N/A PC GENERAL OPERATING SUPPORT 50,000

CHICAGO ARCHITECTURE FOUNDATION CHICAGO ARCHITECTURE CENTER

111 E WACKER DRIVE SUITE 1321
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT AND PDTA 53,000

CHICAGO CARES

1200 W 35TH STREET UNIT 302
CHICAGO,IL60609
N/A PC AMPT: ADVANCING NONPROFITS 25,000

CHICAGO COMMUNITY FOUNDATION

33 S STATE STREET SUITE 750
CHICAGO,IL60603
N/A PC CHICAGOLAND WORKFORCE FUNDER ALLIANCE, PROGRESSIVE PATHWAYS TO POSTSECONDARY SUCCESS FUND 25,000

CHICAGO COUNCIL ON SCIENCE AND TECHNOLOGY

10 W 35TH STREET 10TH FLOOR
CHICAGO,IL60616
N/A PC SCIENCE COMMUNICATION INTERNSHIP PROGRAM 25,000

CHICAGO HISTORICAL SOCIETY CHICAGO HISTORY MUSEUM

1601 N CLARK STREET
CHICAGO,IL60614
N/A PC GENERAL OPERATING SUPPORT 60,000

CHICAGO HORTICULTURAL SOCIETY CHICAGO BOTANIC GARDEN

1000 LAKE COOK ROAD
GLENCOE,IL60022
N/A PC GENERAL OPERATING SUPPORT 50,000

CHICAGO PARKS FOUNDATION

PO BOX 14147
CHICAGO,IL60614
N/A PC PERENNIAL GARDEN RESTORATION AND MAINTENANCE 50,000

CHICAGO PUBLIC EDUCATION FUND

200 W ADAMS STREET SUITE 1175
CHICAGO,IL60606
N/A PC CHICAGO 2030 50,000

CHICAGO PUBLIC LIBRARY FOUNDATION

200 W MADISON 3RD FLOOR
CHICAGO,IL60606
N/A PC EARLY LITERACY TRAINING FOR CHILDREN'S LIBRARY STAFF AND GENERAL SUPPORT 50,000

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVENUE
CHICAGO,IL60604
N/A PC GENERAL OPERATING SUPPORT AND PDTA 63,000

COMMUNITIES IN SCHOOLS OF CHICAGO

815 W VAN BUREN STREET SUITE 300
CHICAGO,IL60607
N/A PC GENERAL OPERATING SUPPORT AND PDTA 42,000

COMMUNITY TELEVISION NETWORK

2418 W BLOOMINGDALE AVENUE
CHICAGO,IL60647
N/A PC GENERAL OPERATING SUPPORT 466

COOMBS OUTDOORS

PO BOX 7665
JACKSON,WY83002
N/A PC GENERAL OPERATING SUPPORT 467

CORNELL UNIVERSITY

373 PINE TREE ROAD
ITHACA,NY14853
N/A PC CARL SAGAN INSTITUTE - SEARCH FOR LIFE IN THE UNIVERSE PROJECT 50,000

CORNELL UNIVERSITY

373 PINE TREE ROAD
ITHACA,NY14853
N/A PC CENTER FOR ASTROPHYSICS AND PLANETARY SCIENCE 50,000

COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING INC

PO BOX 17337
SEATTLE,WA981271037
N/A PC GRADUATE SCHOOL SCIENCE WRITING FELLOWSHIPS, GENERAL OPERATING SUPPORT AND PDTA 32,000

DANIEL MURPHY SCHOLARSHIP FUND

309 W WASHINGTON STREET SUITE 700
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT AND PDTA 53,000

DIGITAL INQUIRY GROUP (FORMERLY STANFORD HISTORY EDUCATION GROUP)

855 EL CAMINO REAL UNIT 13A 254
PALO ALTO,CA94301
N/A PC CIVIC ONLINE REASONING 50,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270
N/A PC NURSE EDUCATION AND GENERAL OPERATING SUPPORT 50,000

ERIE FAMILY HEALTH FOUNDATION

1701 W SUPERIOR STREET 3RD FLOOR
CHICAGO,IL60622
N/A PC ERIE TEEN CENTER AND PDTA 48,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S LAKE SHORE DRIVE
CHICAGO,IL606052496
N/A PC LEARNING CENTER PROGRAMS AND PDTA 83,000

FOREFRONT

C/O FBRK IMPACT HOUSE 200 W MADISON
STREET 2ND FLOOR
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT 30,000

GRANTMAKERS FOR EDUCATION

851 SW 6TH AVENUE 4000 FLOOR 3
PORTLAND,OR97204
N/A PC GENERAL OPERATING SUPPORT 1,300

HEALTHY SCHOOLS CAMPAIGN

2545 W DIVERSEY AVENUE SUITE 214
CHICAGO,IL60647
N/A PC GENERAL OPERATING SUPPORT - CHICAGO AND PDTA 43,000

HIGH JUMP

820 W JACKSON BOULEVARD SUITE 310
CHICAGO,IL60607
N/A PC GENERAL OPERATING SUPPORT AND PDTA 46,600

HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC

99 CANAL CENTER PLAZA SUITE 320
ALEXANDRIA,VA22314
N/A PC ILLINOIS COLLEGE SCHOLARSHIP PROGRAM 50,000

ILLINOIS NETWORK OF CHARTER SCHOOLS

150 N MICHIGAN AVENUE SUITE 430
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT 35,000

INNER-CITY COMPUTER STARS FOUNDATION

750 N ORLEANS STREET SUITE 500
CHICAGO,IL60654
N/A PC GENERAL OPERATING SUPPORT AND PDTA 37,500

INSTITUTE FOR HUMANE STUDIES

3434 WASHINGTON BOULEVARD MS 1C5
ARLINGTON,VA22201
N/A PC STUDENT PROGRAMMING AND PDTA 37,500

JACK MILLER CENTER FOR TEACHING AMERICA'S FOUNDING PRINCIPLES AND HISTORY

THREE BALA PLAZA WEST SUITE 401
BALA CYNWYD,PA19004
N/A PC HIGH SCHOOL TEACHER PROFESSIONAL DEVELOPMENT IN CIVICS AND PDTA 31,500

JACKSON HOLE LAND TRUST

PO BOX 2897
JACKSON,WY83001
N/A PC GENERAL OPERATING SUPPORT 35,000

JOFFREY BALLET

10 E RANDOLPH STREET
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT 40,000

LA RABIDA CHILDREN'S HOSPITAL

6501 S PROMONTORY DRIVE
CHICAGO,IL60649
N/A PC GENERAL OPERATING SUPPORT 80,000

LAKE FOREST ACADEMY

1500 W KENNEDY ROAD
LAKE FOREST,IL60045
N/A PC CLASS OF '93 SCHOLARSHIP FUND FOR HIGH SCHOOL STUDENTS AND PDTA 33,000

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK STREET
CHICAGO,IL60614
N/A PC GENERAL OPERATING SUPPORT 60,000

LITERACY WORKS

5401 W LAWRENCE AVENUE 30223
CHICAGO,IL60630
N/A PC GENERAL OPERATING SUPPORT AND PDTA 33,000

THE LIVING DESERT WILDLIFE AND BOTANICAL PARK

47900 PORTOLA AVENUE
PALM DESERT,CA92260
N/A PC GENERAL OPERATING SUPPORT 25,000

LOYOLA UNIVERSITY MEDICAL CENTER

2160 S FIRST AVENUE
MAYWOOD,IL60153
N/A PC PEDIATRIC MOBILE HEALTH UNIT 30,000

LUNG CANCER RESEARCH FOUNDATION

501 7TH AVENUE SUITE 401
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT 800

LYRIC OPERA OF CHICAGO

20 N WACKER DRIVE SUITE 860
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT 60,000

MATH CIRCLES OF CHICAGO

1034 N WELLS STREET
CHICAGO,IL60610
N/A PC GENERAL OPERATING SUPPORT AND PDTA 33,000

MERCATUS CENTER

3434 WASHINGTON BOULEVARAD 4TH
FLOOR
ARLINGTON,VA22201
N/A PC F.A. HAYEK PROGRAM FOR ADVANCED STUDY IN PHILOSOPHY, POLITICS AND ECONOMICS AND PDTA 33,000

MERIT SCHOOL OF MUSIC

JOY FAITH KNAPP MUSIC CENTER 38 S
PEORIA STREET
CHICAGO,IL60607
N/A PC GENERAL OPERATING SUPPORT AND PDTA 33,000

METROSQUASH

6100 S COTTAGE GROVE AVENUE
CHICAGO,IL60637
N/A PC GENERAL OPERATING SUPPORT AND PDTA 43,000

METROSQUASH

6100 S COTTAGE GROVE AVENUE
CHICAGO,IL60637
N/A PC METROSQUASH CUP 20,000

MIKVA CHALLENGE GRANT FOUNDATION

200 S MICHIGAN AVENUE SUITE 1000
CHICAGO,IL60604
N/A PC CITYWIDE YOUTH COUNCILS 35,000

MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL60532
N/A PC GENERAL OPERATING SUPPORT AND PDTA 53,000

MUSEUM OF SCIENCE AND INDUSTRY

5700 S LAKE SHORE DRIVE
CHICAGO,IL60637
N/A PC GENERAL OPERATING SUPPORT AND PDTA 82,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006
N/A PC GENERAL OPERATING SUPPORT AND NATIONAL CONFERENCE 15,000

NATIONAL LOUIS UNIVERSITY

122 S MICHIGAN AVENUE
CHICAGO,IL60603
N/A PC ACCELERATE U FOR MEDICAL ASSISTANTS 50,000

NATIONAL MUSEUM OF WILDLIFE ART

2820 RUNGIUS ROAD PO BOX 6825
JACKSON,WY83002
N/A PC GENERAL OPERATING SUPPORT 25,000

NORTHWESTERN MEMORIAL FOUNDATION

GALTER PAVILION 251 EAST HURON
STREET SUITE 3-200
CHICAGO,IL60611
N/A PC NURSE EDUCATION AND NICU LACTATION PROGRAM FOR NORTHWESTERN MEMORIAL HOSPITAL 70,000

NORTHWESTERN MEMORIAL FOUNDATION

GALTER PAVILION 251 EAST HURON
STREET SUITE 3-200
CHICAGO,IL60611
N/A PC BRINSON MEDICAL RESEARCH FELLOWSHIP 70,000

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL60208
N/A PC RESEARCH EXPERIENCES IN ASTRONOMY AT CIERA FOR HIGH SCHOOL STUDENTS (REACH) 40,000

ONE MILLION DEGREES

180 N WABASH AVENUE SUITE 310
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT - CHICAGO 35,000

ONEGOAL

180 N WABASH AVENUE SUITE 800
CHICAGO,IL60601
N/A PC GENERAL OPERATING SUPPORT - CHICAGO AND PDTA 37,000

POSSE FOUNDATION

111 W JACKSON BOULEVARD SUITE 1100
CHICAGO,IL60604
N/A PC GENERAL OPERATING SUPPORT - CHICAGO 55,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVENUE SUITE 3
CAMBRIDGE,MA02138
N/A PC BRINSON PRIZE FELLOWSHIP - HARVARD ASTRONOMY CENTER FOR ASTROPHYSICS | HARVARD & SMITHSONIAN - GALILEO PROJECT 115,000

PROJECT SYNCERE

9012 S STONY ISLAND AVENUE
CHICAGO,IL60617
N/A PC GENERAL OPERATING SUPPORT 30,000

REHABILITATION INSTITUTE OF CHICAGO SHIRLEY RYAN ABILITYLAB

355 E ERIE STREET
CHICAGO,IL60611
N/A PC BRINSON STROKE FELLOWSHIP AND PDTA 83,000

REVOLUTION WORKSHOP

3410 W LAKE STREET
CHICAGO,IL60624
N/A PC GENERAL OPERATING SUPPORT 25,000

ROCKEFELLER PHILANTHROPY ADVISORS SCIENCE PHILANTHROPY ALLIANCE

70 W MADISON STREET SUITE 1901
CHICAGO,IL60602
N/A PC ASSOCIATE MEMBERSHIP AND BUNKER HILL FARMS PLANNING 85,000

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104
N/A PC GENERAL OPERATING SUPPORT FOR THE GLOBAL LITERACY PROGRAM 30,000

RUSH UNIVERSITY MEDICAL CENTER

1653 W CONGRESS PARKWAY
CHICAGO,IL60612
N/A PC NURSE EDUCATION - CANCER CENTER 25,000

RUSH UNIVERSITY MEDICAL CENTER

1653 W CONGRESS PARKWAY
CHICAGO,IL60612
N/A PC REPRODUCTIVE HEALTH PROGRAM 45,000

RUSH UNIVERSITY MEDICAL CENTER

1700 W VAN BUREN STREET SUITE 250
CHICAGO,IL606123228
N/A PC BRINSON MEDICAL RESEARCH FELLOWSHIP 75,000

RUSH UNIVERSITY MEDICAL CENTER

1653 W CONGRESS PARKWAY
CHICAGO,IL60612
N/A PC BREAST CANCER RESEARCH 50,000

SALK INSTITUTE FOR BIOLOGICAL STUDIES

10010 N TORREY PINES ROAD
LA JOLLA,CA92037
N/A PC RESEARCH ON THE ROLE OF NEOTENY IN HUMAN-SPECIFIC BRAIN DEVELOPMENT 50,000

SHEDD AQUARIUM

1200 S LAKE SHORE DRIVE
CHICAGO,IL60605
N/A PC GENERAL OPERATING SUPPORT 80,000

SITSTAYREAD

2849 N CLARK STREET
CHICAGO,IL60657
N/A PC GENERAL OPERATING SUPPORT 467

SMITHSONIAN ASTROPHYSICAL OBSERVATORY

60 GARDEN STREET MS-23
CAMBRIDGE,MA02138
N/A PC ASTROPHYSICS RESEARCH 17,000

SPARK CHICAGO

67 E MADISON STREET SUITE 2101
CHICAGO,IL60603
N/A PC PDTA 3,000

SPECIAL OLYMPICS ILLINOIS

605 E WILLOW STREET
NORMAL,IL61761
N/A PC GENERAL OPERATING SUPPORT AND PDTA 53,000

ST JOHN'S HEALTH FOUNDATION

555 EAST BROADWAY AVENUE SUITE 213
PO BOX 428
JACKSON,WY83001
N/A PC NURSE EDUCATION PROGRAM 50,000

START EARLY

33 W MONROE STREET SUITE 1200
CHICAGO,IL60603
N/A PC GENERAL OPERATING SUPPORT FOR EDUCARE 35,000

STONY BROOK FOUNDATION INC ALAN ALDA CENTER FOR COMMUNICATING SCIENCE

STONY BROOK UNIVERSITY MELVILLE
LIBRARY N4029
STONY BROOK,NY11794
N/A PC GENERAL OPERATING SUPPORT AND PDTA 43,000

TEACH FOR AMERICA - GREATER CHICAGO AND NORTHWEST INDIANA

300 W ADAMS STREET SUITE 1000
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT AND PDTA 43,000

TETON COUNTY INTEGRATED SOLID WASTE AND RECYCLING

PO BOX 9088
JACKSON,WY83002
N/A GOV RECYCLING, COMPOSTING, AND WASTE DIVERSION 50,000

TETON SCIENCE SCHOOLS

700 COYOTE CANYON ROAD
JACKSON,WY83001
N/A PC GENERAL OPERATING SUPPORT 35,000

THE PARTNERSHIP FOR COLLEGE COMPLETION

200 S MICHIGAN AVENUE SUITE 1410
CHICAGO,IL60604
N/A PC GENERAL OPERATING SUPPORT AND PDTA 28,000

THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK COLUMBIA UNIVER

61 ROUTE 9W PO BOX 1000
PALISADES,NY10964
N/A PC ANTICIPATING EARTHQUAKES INITIATIVE - LAMONT-DOHERTY EARTH OBSERVATORY 70,000

UCAN

3605 W FILLMORE STREET
CHICAGO,IL60624
N/A PC VIOLENCE INTERVENTION AND PREVENTION SERVICES 20,000

UNIVERSITY OF ARIZONA FOUNDATION

1111 N CHERRY AVENUE
TUCSON,AZ857210109
N/A PC SPACEWATCH OBSERVATIONS OF ASTEROID LIGHTCURVES 35,000

UNIVERSITY OF CALIFORNIA DAVIS

514 PHYSICS BUILDING ONE SHIELDS
AVENUE
DAVIS,CA95616
N/A GOV BRINSON PRIZE FELLOWSHIP - EXPERIMENTAL PHYSICS, DEPARTMENT OF PHYSICS AND ASTRONOMY AND PDTA 118,300

UNIVERSITY OF CALIFORNIA LOS ANGELES

430 PORTOLA PLAZA BOX 951547
LOS ANGELES,CA90095
N/A GOV BRINSON PRIZE FELLOWSHIP - GALACTIC CENTER GROUP - NEW INVESTIGATIONS OF BLACK HOLE PHYSICS 115,000

UNIVERSITY OF CHICAGO

5640 S ELLIS AVENUE
CHICAGO,IL60637
N/A PC DEPARTMENT OF ASTRONOMY AND ASTROPHYSICS - BRINSON FELLOWSHIP PROGRAM AND BRINSON LECTURE EXPENSES AND PDTA 102,600

UNIVERSITY OF CHICAGO

EDWARD H LEVI HALL 5801 S ELLIS
AVENUE
CHICAGO,IL60637
N/A PC DEPARTMENT OF ORGANISMAL BIOLOGY AND ANATOMY - RESEARCH ON THE GENETIC BASIS FOR THE ORIGIN OF LIMBS 50,000

UNIVERSITY OF CHICAGO

1313 E 60TH STREET
CHICAGO,IL60637
N/A PC CONSORTIUM ON SCHOOL RESEARCH - GENERAL OPERATING SUPPORT 50,000

UNIVERSITY OF CHICAGO

5640 S ELLIS AVENUE
CHICAGO,IL60637
N/A PC BRINSON PRIZE FELLOWSHIP - KAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS - STAR AND GALAXY FORMATION IN THE EARLY UNIVERSE 115,000

UNIVERSITY OF CHICAGO

5640 S ELLIS AVENUE
CHICAGO,IL60637
N/A PC HONORARIUM - STAGE LAB 2,500

UNIVERSITY OF CHICAGO MEDICINE

EDWARD H LEVI HALL 5801 S ELLIS
AVENUE
CHICAGO,IL60637
N/A PC BRINSON MEDICAL RESEARCH FELLOWSHIP 100,000

UNIVERSITY OF COLORADO BOULDER LABORATORY FOR ATMOSPHERIC AND SPACE PHYSIC

1234 INNOVATION DRIVE
BOULDER,CO80303
N/A GOV PDTA 3,000

UNIVERSITY OF ILLINOIS URBANA- CHAMPAIGN - NATIONAL CENTER FOR SUPERCOMPUTI

1205 W CLARK STREET
URBANA,IL61801
N/A GOV CIVIC SCIENCE FELLOWSHIP HOSTED BY THE ADVANCED VISUALIZATION LAB AND PDTA 123,000

UNIVERSITY OF UTAH

UNIVESRITY OF UTAH SUTTON BUILDING
ROOM 243
SALT LAKE CITY,UT84112
N/A GOV YELLOWSTONE SEISMOLOGY AND TECTONOPHYSICS RESEARCH 65,000

WELL OF MERCY

6339 N FAIRFIELD AVENUE
CHICAGO,IL60659
N/A PC GENERAL OPERATING SUPPORT 1,000

WESLEYAN UNIVERSITY

291 MAIN STREET
MIDDLETOWN,CT06457
N/A PC BRINSON PRIZE FELLOWSHIP - RADIO ASTRONOMY RESEARCH 115,000

WINDOW TO THE WORLD COMMUNICATIONS INC

5400 N ST LOUIS AVENUE
CHICAGO,IL60625
N/A PC LOCAL BROADCAST OF NOVA AND GENERAL OPERATING SUPPORT 70,000
Total .................................right arrow 3a 6,063,300
bApproved for future payment

A BETTER CHICAGO
200 W MADISON STREET 3RD FLOOR
CHICAGO,IL60606
N/A PC GENERAL OPERATING SUPPORT 30,000

AFTER SCHOOL MATTERS
66 E RANDOLPH
CHICAGO,IL60601
  PC STEM OUT-OF-SCHOOL TIME PROGRAMMING 30,000

ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY NATIONAL SOLAR OBSERV
3665 DISCOVERY DRIVE
BOULDER,CO80303
  PC BRINSON PRIZE FELLOWSHIP - MULTI-MESSENGER SOLAR ASTRONOMY RESEARCH 115,000

CARNEGIE INSTITUTION FOR SCIENCE
1530 P ST NW
WASHINGTON,DC20005
  PC SEISMOLOGY MONITORING RESEARCH 70,000

CARNEGIE INSTITUTION FOR SCIENCE CARNEGIE OBSERVATORIES INSTRUMENTATION PRO
831 SANTA BARBARA STREET
PASADENA,CA91101
  PC BRINSON PRIZE FELLOWSHIP - MIRMOS COMPONENTS DEVELOPMENT AND CONSTRUCTION 345,000

CARNEGIE INSTITUTION FOR SCIENCE CALIFORNIA INSTITUTE OF TECHNOLOGY
5251 BROAD BRANCH RD NW
WASHINGTON,DC20015
  PC BRINSON PRIZE FELLOWSHIP - OBSERVATIONAL ASTRONOMY 230,000

CAROLE ROBERTSON CENTER FOR LEARNING
1111 S WESTERN AVE SUITE B
CHICAGO,IL60612
  PC GENERAL SUPPORT 30,000

CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
  PC SPHERE EDUCATION INITIATIVE 35,000

CHICAGO ARCHITECTURE CENTER
111 E WACKER DR SUITE 1321
CHICAGO,IL60601
  PC GENERAL SUPPORT 100,000

CHICAGO CARES
1200 W 35TH STREET UNIT 302
CHICAGO,IL60609
  PC AMPT: ADVANCING NONPROFITS 25,000

CHICAGO PUBLIC EDUCATION FUND
200 W ADAMS SUITE 1175
CHICAGO,IL60606
  PC CHICAGO 2030 100,000

EISENHOWER HEALTH
39000 BOB HOPE DRIVE
RANCHO MIRAGE,CA92270
  PC NURSE EDUCATION AND GENERAL SUPPORT 100,000

ERIE FAMILY HEALTH FOUNDATION
1701 W SUPERIOR ST 3RD FLOOR
CHICAGO,IL60622
  PC ERIE TEEN CENTER 45,000

FIELD MUSEUM
1400 S DUSABLE LAKE SHORE DRIVE
CHICAGO,IL606052496
  PC LEARNING CENTER PROGRAMS 160,000

HARVARD UNIVERSITY
CENTER FOR ASTROPHYSICS 60 GARDEN
STREET MS-51
CAMBRIDGE,MA02138
  PC BRINSON PRIZE FELLOWSHIP - GALILEO PROJECT 230,000

INNER-CITY COMPUTER STARS FOUNDATION
415 N DEARBORN FLOOR 3
CHICAGO,IL60654
  PC GENERAL SUPPORT - CHICAGO 35,000

JACKSON HOLE LAND TRUST
PO BOX 2897
JACKSON,WY83001
  PC GENERAL SUPPORT 70,000

LA RABIDA CHILDREN'S HOSPITAL
6501 S PROMONTORY DRIVE
CHICAGO,IL60649
  PC GENERAL SUPPORT 160,000

LIVING DESERT
47900 PORTOLA AVENUE
PALM DESERT,CA92260
  PC GENERAL SUPPORT 45,000

LOYOLA UNIVERSITY
ATTN OFFICE OF PHILANTHROPY-DOCK 8
MAYWOOD,IL60153
  PC PEDIATRIC MOBLE HEALTH UNIT 30,000

MERIT SCHOOL OF MUSIC
JOY FAITH KNAPP MUSIC CENTER
CHICAGO,IL60607
  PC GENERAL SUPPORT 60,000

MUSEUM OF SCIENCE AND INDUSTRY
5700 S DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60637
  PC GENERAL SUPPORT 160,000

NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGIUS ROAD PO BOX 6825
JACKSON,WY83002
  PC GENERAL SUPPORT 50,000

PEGGY NOTEBAERT NATURE MUSEUM CHICAGO ACADEMY OF SCIENCES
2430 NORTH CANNON DRIVE
CHICAGO,IL60614
  PC GENERAL SUPPORT 100,000

POSSE FOUNDATION
111 W JACKSON BOULEVARD SUITE 1100
CHICAGO,IL60604
  PC GENERAL SUPPORT - CHICAGO 55,000

ROOM TO READ
465 CALIFORNIA ST SUITE 1000
SAN FRANCISCO,CA94104
  PC GENERAL SUPPORT FOR GLOBAL LITERACY PROGRAM 30,000

RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PARKWAY
CHICAGO,IL60612
  PC ADOLESCENT FAMILY CENTER 45,000

SCIENCE PHILANTHROPY ALLIANCE ROCKEFELLER PHILANTHROPY ADVISORS
90 CHURCH STREET FLOOR 1 7082
NEW YORK,NY10008
  PC ASSOCIATE MEMBERSHIP AND ADMINISTRATIVE SUPPORT 160,000

SHEDD AQUARIUM
1200 S DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60605
  PC GENERAL SUPPORT 160,000

START EARLY
33 WEST MONROE ST SUITE 1200
CHICAGO,IL60603
  PC GENERAL SUPPORT FOR EDUCARE 35,000

TEACH FOR AMERICA GREATER CHICAGO AND NORTHWEST INDIANA
300 W ADAMS ST SUITE 1000
CHICAGO,IL60606
  PC GENERAL SUPPORT - GREATER CHICAGO AND NORTHWEST INDIANA 40,000

UNIVERSITY OF CALIFORNIA DAVIS DEPARTMENT OF PHYSICS AND ASTRONOMY
ONE SHIELDS AVENUE
DAVIS,CA95616
  GOV BRINSON PRIZE FELLOWSHIP - DARK E-FIELD RADIO EXPERIMENT 115,000

UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARCH
1313 EAST 60TH STREET
CHICAGO,IL60637
  PC GENERAL SUPPORT FOR THE CONSORTIUM ON SCHOOL RESEARCH 200,000

UNIVERSITY OF CHICAGO DEPARTMENT OF ASTRONOMY AND ASTROPHYSICS
PHYSICAL SCIENCES DIVISION WILLIAM
ECKHARDT RESEARCH CENTER 5640 S ELL
CHICAGO,IL60637
  PC BRINSON ASTROPHYSICS FELLOWSHIP PROGRAM 115,000

WESLEYAN UNIVERSITY
45 WYLLYS AVE
MIDDLETOWN,CT06459
  PC BRINSON PRIZE FELLOWSHIP - PLANET FORMATION WITH ALMA 230,000

UNIVERSITY OF CALIFORNIA LOS ANGELES GALACTIC CENTER GROUP
PHYSICS ASTRONOMY BUILDING 430
PORTOLA PALAZA BOX 951547
LOS ANGELES,CA90095
  GOV BRINSON PRIZE FELLOWSHIP - NEW INVESTIGATIONS OF BLACK HOLE PHYSICS 345,000
Total ................................. right arrow 3b 3,885,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 65  
4 Dividends and interest from securities .... 140000 102 14 3,907,537  
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 ..... 900003 0 18 267,659  
8 Gain or (loss) from sales of assets other than
inventory ............
180000 258,211 18 -161,975  
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) .. 258,313 4,013,286 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,271,599
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DELOITTE TAX LLP (ACCOUNTING SERVICES) 10,259 0   10,259
DELOITTE & TOUCHE LLP (AUDIT SERVICES) 37,800 0   37,800

TY 2022 AllOthProgRltdInvestmentsSch
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category Amount
N/A 0

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO INTL BOND FUND 4,000,000 4,265,537

TY 2022 InvestmentsCorpStockSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES EMERGING MARKETS STOCK INDEX 3,988,959 4,025,085
SUN COMMUNITIES, INC. - PREFERRED STOCK 821,861 4,144,855
VANGUARD FTSE EMERGING MARKETS 7,122,058 7,548,672
VANGUARD TOTAL STOCK MARKET ETF 27,804,054 34,644,966
VANGUARD FTSE DEVELOPED MARKETS ETF 15,448,440 17,711,928
ARES CAPITAL CORP 913,572 1,032,510
OWL ROCK CAPITAL CORP 1,325,407 1,078,585
FS KKR CAPITAL CORP 1,310,613 1,088,675

TY 2022 InvestmentsOtherSchedule2
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAMS STREET PSHIP 2002 U.S. FUND AT COST 81,017 47,576
ADAMS STREET PSHIP 2002 NON-U.S. FUND AT COST 31,080 23,221
ADAMS STREET PSHIP 2004 U.S. FUND AT COST 56,106 51,267
ADAMS STREET PSHIP 2004 NON-U.S. FUND AT COST 43,300 45,173
ADAMS ST. P-SHIP 2011 - DIRECT FUND AT COST 90,491 168,118
ADAMS ST. P-SHIP 2011 - EMERGING MARKETS FUND AT COST 153,039 314,540
ADAMS ST. P-SHIP 2011 - NON-US DEVELOPING MARKETS FUND AT COST 357,470 507,681
ADAMS ST. P-SHIP 2011 - U.S. FUND AT COST 525,002 1,074,239
GCP FUND III REIT LLC AT COST 96,590 2,046,853
GS MEZZANINE PARTNERS V AT COST 37 1,757
KAYNE ANDERSON REAL ESTATE PARTNERS IV L.P. AT COST 630,716 991,429
KKR REAL ESTATE PARTNERS EUROPE AT COST 269,392 382,584
ADAMS STREET PSHIP FUND 2017 GLOBAL FUND AT COST 3,580,643 6,393,804
KAYNE ANDERSON REAL ESTATE PARTNERS V L.P. AT COST 1,275,498 1,548,734
POMONA CAPITAL IX AT COST 386,563 494,645
KKR REAL ESTATE PARTNERS AMERICAN II EEA FEEDER AT COST 1,190,480 672,614
ENTERPRISE PRODUCTS PARTNERS LP AT COST 1,097,581 3,430,202
MARATHON DISTRESSED CREDIT AT COST 1,700,283 1,592,037
ADAMS ST. P-SHIP 2017 - US (BEACH HOLDINGS) AT COST 64,668 64,675
ADAMS ST. P-SHIP 2017 - NON - US (BEACH HOLDINGS) AT COST 40,904 40,904
ADAMS ST. P-SHIP 2021 - GLOBAL FUND LP AT COST 2,548,981 2,828,149
KAYNE ANDERSON REAL ESTATE DEBT IV LP AT COST 4,881,478 4,930,056
KKR REAL ESTATE PARTNERS EUROPE II AT COST 1,209,183 1,102,278
KAYNE ANDERSON REAL ESTATE PARTNERS VI L.P. AT COST 504,797 542,458
KKR REAL ESTATE PARTNERS AMERICAN III FEEDER AIV AT COST 1,706,004 1,662,476
POMONA CAPITAL X AT COST 172,785 226,676
KANYE COMMERCIAL REAL ESTATE DEBT LP (NEW IN 2022) AT COST 6,196,364 6,191,720

TY 2022 LegalFeesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
QUARLES & BRADY (LEGAL SERVICES) 17,057 0   17,057
C3 (LEGAL SERVICES) 14,637 0   14,637


TY 2022 OtherExpensesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADAMS ST. P-SHIP 2011 - DIRECT FUND 2,759 2,759   0
ADAMS ST. P-SHIP 2011 - EMERGING MARKETS FUND 4,080 4,080   0
ADAMS ST. P-SHIP 2011 DEVELOPED MKTS FUND 10,619 10,619   0
ADAMS ST. P-SHIP FUND 2011 U.S. FUND 31,914 31,914   0
ADAMS STREET P-SHIP FUND 2002 NON-U.S. FUND 370 370   0
ADAMS STREET P-SHIP FUND 2002 U.S. FUND 1,404 1,404   0
ADAMS STREET P-SHIP FUND 2004 NON-U.S. FUND 492 492   0
ADAMS STREET P-SHIP FUND 2004 U.S. FUND 2,031 2,031   0
ADAMS STREET P-SHIP FUND 2017 GLOBAL 141,633 141,633   0
ADAMS STREET 2017 US FUND (BEACH HOLDINGS) 2,137 2,137   0
ADAMS STREET 2017 NON-US FUND (BEACH HOLDINGS) 1,501 1,501   0
GCP FUND III REIT LLC 584 584   0
KAYNE ANDERSON REAL ESTATE DEBT, L.P. 11,455 11,455   0
KAYNE ANDERSON REAL ESTATE DEBT II, L.P. 53,817 53,817   0
KAYNE ANDERSON REAL ESTATE DEBT III, L.P. 38,039 38,039   0
KKR REAL ESTATE PARTNERS EUROPE, L.P. 10,413 10,413   0
KAYNE ANDERSON REAL ESTATE DEBT IV, LP 1,268 1,268   0
KAYNE ANDERSON REAL ESTATE PARTNERS VI, LP 110 110   0
ENTERPRISE PRODUCTS PARTNERS, LP 94 94   0
KAYNE ANDERSON REAL ESTATE PARTNERS V, LP 690 690   0
BANK SERVICE FEES 225 0   225
COMPUTER MAINTENANCE 453 0   453
DUES AND SUBSCRIPTIONS 8,648 0   8,648
FILING FEE 2,510 0   2,510
INSURANCE 7,850 0   7,850
MISC. EXPENSES 438 0   438
OFFICE SUPPLIES 983 0   983
POSTAGE AND DELIVERY 1,367 0   1,367
TELEPHONE 2,729 0   2,729
PURCHASED MANAGEMENT SERVICES 67,208 0   67,208
KAYNE ANDERSON REAL ESTATE OPPORTUNISTIC DEBT, L.P. 54,490 54,490   0
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP. 32,404 32,404   0
ADAMS ST 2021 GLOBAL FUND LP 221,790 221,790   0
KAYNE ANDERSON REAL ESTATE PARTNERS IV, LP 966 966   0
KAYNE COMMERCIAL REAL ESTATE DEBT LP 901 901   0
COMPUTER LICENSE 1,250 0   1,250
TAXES 15 0   15
NON DEDUCTIBLE EXPENSES 945 0   945
GCP REAL ESTATE PARTNERS III 1,406 1,406   0
STATIONARY & BUSINESS CARD 2,075 0   2,075


TY 2022 OtherIncomeSchedule2
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ADAMS STREET P-SHIP FUND 2002 U.S. FUND - ORDINARY 3 0 3
ADAMS STREET 2011 DEV MKT FUND - OTHER INCOME -30 0 -30
ADAMS STREET 2011 U.S. FUND - OTHER INCOME 3,481 0 3,481
ADAMS STREET 2017 GLOBAL FUND - OTHER INCOME -315 0 -315
ADAMS STREET 2017 US FUND (BEACH HOLDINGS) - OTHER INCOME -1,467 0 -1,467
KAYNE ANDERSON REAL ESTATE PARTNERS VI LLP - ORDINARY -5,337 0 -5,337
ADAMS STREET 2017 NON-U.S. FUND (BEACH HOLDINGS) - OTHER INCOME 251 0 251
ADAMS STREET P-SHIP FUND 2004 U.S. FUND - ORDINARY -147 0 -147
ADAMS STREET 2011 DIRECT FUND - ORDINARY 87 0 87
ADAMS STREET 2011 U.S. FUND - ORDINARY 11,873 0 11,873
ADAMS STREET 2017 GLOBAL FUND - ORDINARY 16,255 0 16,255
KKR REAL ESTATE PARTNERS EUROPE LP - ORDINARY -11,922 0 -11,922
KAYNE ANDERSON REAL ESTATE PARTNERS V - ORDINARY -13,500 0 -13,500
GS MEZZANINE PARTNERS V - OTHER INCOME -11 0 -11
ENTERPRISE PRODUCTS PARTNER - ORDINARY 2 0 2
ADAMS STREET P-SHIP FUND 2002 NON-U.S. FUND - OTHER INCOME 7 0 7
ADAMS STREET P-SHIP FUND 2002 U.S. FUND - PORTFOLIO INCOME 1,678 0 1,678
KKR REAL ESTATE PARTNERS EUROPE LP - OTHER INCOME 605 0 605
ADAMS STREET P-SHIP FUND 2002 U.S. FUND - T/E INCOME 24 0 24
ADAMS STREET P-SHIP FUND 2021 GLOBAL FUND LP - T/E INCOME 14 0 14
ADAMS STREET 2011 EMERGING MKTS FUND - OTHER INCOME -66 0 -66
ADAMS STREET P-SHIP FUND 2004 U.S. FUND - OTHER INCOME 1,664 0 1,664
ADAMS STREET P-SHIP FUND 2004 NON-U.S. FUND - OTHER INCOME 13 0 13
ADAMS STREET 2017 GLOBAL FUND - T/E INCOME 1,019 0 1,019
ADAMS ST. P-SHIP 2017 - US (BEACH HOLDINGS) - ORDINARY -189 0 -189
ADAMS ST. P-SHIP 2017 - NON - US (BEACH HOLDINGS) - ORDINARY 103 0 103
MARARTHON DISTRESSED CREDIT( EUROPE FUND) - ORDINARY INCOME 73,759 0 73,759
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP.- OTHER INCOME 96,701 0 96,701
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP.- ORDINARY 11,863 0 11,863
ADAMS STREET 2011 U.S. FUND - T/E -INCOME 45 0 45
ADAMS STREET 2011 EMERGING MKTS FUND - ORDINARY 0 0 0
ADAMS STREET 2011 U.S. FUND - PORTFOLIO INCOME 84 0 84
ADAMS STREET 2017 US FUND (BEACH HOLDINGS) - PORTFOLIO INCOME 18 0 18
ADAMS STREET P-SHIP FUND 2021 GLOBAL FUND LP - ORDINARY 98,081 0 98,081
ADAMS STREET P-SHIP FUND 2021 GLOBAL FUND LP - OTHER INCOME 1,206 0 1,206
ADAMS STREET P-SHIP FUND 2021 GLOBAL FUND LP - PORTFOLIO INCOME 93 0 93
KANYE ANDERSON REAL ESTATE OPPORTUNISTIC DEBT LP - ORDINARY -20,607 0 -20,607
ADAMS ST. P-SHIP 2004 - U.S. FUND - T/E INCOME 42 0 42
ADAMS ST. P-SHIP 2011 - NON-US DEVELOPING MARKETS FUND-ORDINARY 83 0 83
ADAMS STREET 2011 DEV MKT FUND - PORTFOLIO INCOME -5 0 -5
ADAMS STREET 2011 EMERGING MKTS FUND - PORTFOLIO INCOME -117 0 -117
ADAMS STREET P-SHIP FUND 2004 NON-U.S. FUND - PORTFOLIO INCOME -2 0 -2
ADAMS STREET P-SHIP FUND 2004 U.S. FUND - PORTFOLIO INCOME -14 0 -14
ADAMS STREET P-SHIP FUND 2002 U.S. FUND - OTHER INCOME 401 0 401
ADAMS STREET 2017 GLOBAL FUND - PORTFOLIO INCOME 1,937 0 1,937
ADAMS ST. P-SHIP 2017 - US (BEACH HOLDINGS) - T/E INCOME 10 0 10
ADAMS ST. P-SHIP 2017 - NON - US (BEACH HOLDINGS) - T/E INCOME 6 0 6


TY 2022 OtherIncreasesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Description Amount
DIFFERENCE BETWEEN COST AND FMV ON SECURITIES DISTRIBUTION FROM INVESTMENTS 276,734
OTHER ADJUSTMENT 26,535


TY 2022 OtherProfessionalFeesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
G.P. BRINSON INVESTMENTS (FINANCIAL SERVICES) 18,300 0   18,300
G.P. BRINSON INVESTMENTS (INVESTMENT FEE) 399,011 399,011   0
KENO KOZIE ASSOCIATES (IT CONSULTING SERVICE) 10,155 0   10,155
PETERTIL DESIGN PARTNERS (CONSULTING SERVICE) 15,005 0   15,005
ARTISTICALLY DIGITAL INC (CONSULTING SERVICE) 612 0   612
NOT NOT ROCKET SCIENCE LLC (CONSULTING) 5,075 0   5,075


TY 2022 TaxesSchedule
Name:
THE BRINSON FOUNDATION
EIN:
68-0656415
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 124,000 0   0
ADAMS STREET P-SHIP FUND 2011 DEVELOPED MKTS FUND (FOREIGN TAXES PAID) 125 125   0
ADAMS STREET P-SHIP FUND 2011 U.S. FUND (FOREIGN TAXES PAID) 41 41   0
ADAMS STREET P-SHIP FUND 2002 U.S. FUND (FOREIGN TAXES PAID) 262 262   0
ADAMS STREET PARTNERSHIP FUND 2017 GLOBAL FUND 441 441   0
ADAMS STREET P-SHIP FUND 2004 U.S. FUND (FOREIGN TAXES PAID) 2 2   0
ADAMS STREET P-SHIP FUND 2004 NON-U.S. FUND (FOREIGN TAXES PAID) 75 75   0
ADAMS STREET P-SHIP FUND 2011 EMERGING MKT FUND (FOREIGN TAXES PAID) 998 998   0
JP MORGAN (FOREIGN TAXES PAID) 59,815 59,815   0
ADAMS STREET P-SHIP FUND 2017 - U.S. (BEACH HOLDINGS) 481 481   0
ADAMS STREET P-SHIP FUND 2017 - NON-U.S. (BEACH HOLDINGS) 100 100   0
ADAMS STREET P-SHIP FUND 2021 - GLOBAL FUND L.P. 376 376   0
ADAMS STREET P-SHIP FUND 2002 NON-U.S. FUND (FOREIGN TAXES PAID) 96 96   0
KKR REAL ESTATE PARTNERS EUROPE II (US) , SCSP. 37,860 37,860   0