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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
FINNEGAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)33 N DEARBORN 2230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-4221334
B Telephone number (see instructions)

(312) 346-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$73,780,315J 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) 875,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30 30  
4 Dividends and interest from securities... 1,402,077 1,402,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,229,661
b Gross sales price for all assets on line 6a 4,551,864
7 Capital gain net income (from Part IV, line 2)... 2,229,661
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-726,939 -43,976 0
12 Total. Add lines 1 through 11........ 3,779,829 3,587,792 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,000 38,000 0 152,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,688 2,738 0 9,578
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
283,841 283,824 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
93,281 53,065 0 11,069
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 53,486 10,697 0 42,789
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,479 1,493 0 5,986
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 641,775 389,817 0 221,422
25 Contributions, gifts, grants paid....... 4,094,154 4,094,154
26 Total expenses and disbursements. Add lines 24 and 25 4,735,929 389,817 0 4,315,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -956,100
b Net investment income (if negative, enter -0-) 3,197,975
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,137,355 7,089,258 7,089,258
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,935,293 Click to see attachment
List of Attached Documents:
// Content
22,542,087 		50,544,434
c Investments—corporate bonds (attach schedule)....... 1,731,730 Click to see attachment
List of Attached Documents:
// Content
1,764,665 		1,660,156
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,760,251 Click to see attachment
List of Attached Documents:
// Content
10,213,445 		14,486,996
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
496 		Click to see attachment
List of Attached Documents:
// Content
-529 		Click to see attachment
List of Attached Documents:
// Content
-529
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,565,125 41,608,926 73,780,315
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 42,565,125 41,608,926
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 42,565,125 41,608,926
30 Total liabilities and net assets/fund balances (see instructions). 42,565,125 41,608,926
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
42,565,125
2
Enter amount from Part I, line 27a .....................
2
-956,100
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
41,609,025
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
99
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,608,926
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PERSHING #9610 P 2022-01-01 2023-12-31
b PERSHING #9610 P 2023-01-01 2023-12-31
c SCHWAB #3147 P 2023-01-01 2023-12-31
d ADAMS STREET 2018 GLOBAL P 2022-01-01 2023-12-31
e AG REALTY VALUE FUND X P 2023-01-01 2023-12-31
AG REALTY VALUE FUND X P 2022-01-01 2023-12-31
CREATION INVESTMENTS FUND II P 2022-01-01 2023-12-31
CREATION INVESTMENTS FUND IV P 2022-01-01 2023-12-31
LIZARD INTERNATIONAL FUND P 2023-01-01 2023-12-31
LIZARD INTERNATIONAL FUND P 2022-01-01 2023-12-31
ADAMS ST VENTURE INNOVATION FUND III P 2022-01-01 2023-12-31
HIGHVISTA STRATEGIC CRE FUND LP P 2022-01-01 2023-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33,427   34,123 -696
b 4,353,404   2,025,576 2,327,828
c 28,706   33,302 -4,596
d 31,519     31,519
e     155 -155
36,271     36,271
    2,572 -2,572
1,002     1,002
    92,735 -92,735
    133,694 -133,694
315     315
    46 -46
67,220     67,220
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       -696
b       2,327,828
c       -4,596
d       31,519
e       -155
      36,271
      -2,572
      1,002
      -92,735
      -133,694
      315
      -46
      67,220
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,229,661
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 -93,632
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 44,452
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 44,452
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 44,452
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,867
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,867
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 33,415
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow33,415 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowFINNEGANFAMILYFDN.ORG
14
The books are in care ofright arrowKATHERINE F LEVENTHAL Telephone no.right arrow (312) 346-6000

Located atright arrow33 N DEARBORNCHICAGOIL ZIP+4right arrow60602
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALBERT WARD MCCALLY III CHAIRMAN
8.00 		30,000 0 0
2440 NORTH LAKEVIEW AVENUE 6F
CHICAGO,IL60614
MARY FINNEGAN SECRETARY/DIRECTOR
0.00 		0 0 0
1133 MICHIGAN AVENUE
EVANSTON,IL60202
PAUL J FINNEGAN TREASURER/DIRECTOR
0.00 		0 0 0
1133 MICHIGAN AVENUE
EVANSTON,IL60202
KATHERINE F LEVENTHAL PRESIDENT
40.00 		160,000 0 0
700 GARNER AVE
AUSTIN,TX78704
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
55,742,935
b
Average of monthly cash balances.......................
1b
1,001,196
c
Fair market value of all other assets (see instructions)................
1c
13,584,696
d
Total (add lines 1a, b, and c).........................
1d
70,328,827
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
70,328,827
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,054,932
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
69,273,895
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,463,695
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,463,695
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
44,452
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,452
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,419,243
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,419,243
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,419,243
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,315,576
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,315,576
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,419,243
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 43,981
b From 2019...... 170,433
c From 2020...... 504,048
d From 2021...... 292,057
e From 2022...... 708,919
f Total of lines 3a through e ........ 1,719,438
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,315,576
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,419,243
e Remaining amount distributed out of corpus 896,333
5 Excess distributions carryover applied to 2023. 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 2,615,771
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		43,981
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,571,790
10 Analysis of line 9:
a Excess from 2019.... 170,433
b Excess from 2020.... 504,048
c Excess from 2021.... 292,057
d Excess from 2022.... 708,919
e Excess from 2023.... 896,333
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MARY FINNEGAN
PAUL J FINNEGAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A BETTER CHICAGO

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

ACADEMY FOR URBAN SCHOOL LEADERSHIP

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

ADVANCE ILLINOIS

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

ALLIANCE CHICAGO

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

AMERICA NEEDS YOU

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

ASPIRITECH

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

BETTER FUTURE FORWARD

20711 HOLT AVE PO BOX 1063
LAKEVILLE,MN55044 		NONE PC CHICAGO PROGRAM 50,000

BOOKS & BREAKFAST

419 GREENWOOD ST
EVANSTON,IL60201 		NONE PC UNRESTRICTED 30,000

BOTTOM LINE

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

BRAVEN

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

BRIGHT PROMISES

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		NONE PC UNRESTRICTED 1,000

CAROLE ROBERTSON CENTER

1111 SOUTH WESTERN AVE SUITE B
CHICAGO,IL60612 		NONE PC UNRESTRICTED 20,000

CENTER FOR INDEPENDENT FUTURES

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

CHICAGO COMMUNITY FOUNDATION

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

CHICAGO LIGHTS

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

CHICAGO PUBLIC EDUCATION FUND

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

CHICAGO SCHOLARS

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

CHILDCARE NETWORK OF EVANSTON

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

CITY YEAR

36 S WABASH AVE SUITE 1300
CHICAGO,IL60603 		NONE PC CHICAGO PROGRAM 100,000

CIVIC CONSULTING ALLIANCE

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

CODE NATION

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

COLLEGE POSSIBLE

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

COMMUNITIES IN SCHOOLS

815 W VAN BUREN ST SUITE 300
CHICAGO,IL60607 		NONE PC CHICAGO PROGRAM 50,000

CONNECTIONS FOR THE HOMELESS

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

CRADLES TO CRAYONS

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

CURT'S CAFE

2922 CENTRAL STREET
EVANSTON,IL60201 		NONE PC UNRESTRICTED 25,000

EDUCATION PIONEERS

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

EMBARC CHICAGO

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

ERIE FAMILY HEALTH FOUNDATION

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

EVANSTON COMMUNITY FOUNDATION

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

EVANSTON GROWS

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

EVANSTON SCHOLARS

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

FOREFRONT

200 WEST MADISON STREET
CHICAGO,IL60606 		NONE PC UNRESTRICTED 9,154

FOUNDATION 65

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

FRIENDS OF THE CHILDREN - CHICAGO

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

GENESYS WORKS

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

GEORGETOWN UNIVERSITY

37TH AND O ST NW
WASHINGTON,DC20057 		NONE PC FUTUREED; TO SUPPORT RESEARCH AND WRITING BY JOSH ANDERSON 75,000

GOLDEN APPLE FOUNDATION

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

GREATER CHICAGO FOOD DEPOSITORY

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

GREENLIGHT FUND

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

HEALTHY SCHOOLS CAMPAIGN

190 S LASALLESUITE 1508
CHICAGO,IL60603 		NONE PC UNRESTRICTED 15,000

HELIX ILLINOIS

6237 N CLARK ST
CHICAGO,IL60660 		NONE PC UNRESTRICTED 10,000

HEMENWAY SOUP KITCHEN

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

ILLINOIS NETWORK OF CHARTER SCHOOLS

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

IMENTOR CHICAGO

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

INFANT WELFARE SOCIETY OF EVANSTON

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

INGENUITY

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

INTERNATIONAL NEIGHBORHOOD COLLABORATIVE

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

INTRINSIC SCHOOLS

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

JUMPSTART

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

KIDS FIRST CHICAGO

21 S CLARK STREET SUITE 4300
CHICAGO,IL60603 		NONE PC UNRESTRICTED 45,000

KIPP CHICAGO SCHOOLS

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

LAWRENCE HALL YOUTH SERVICES

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

LEADING EDUCATORS

201 SAINT CHARLES AVE SUITE 114 257
NEW ORLEANS,LA70170 		NONE PC CHICAGO PROGRAM 55,000

LEAP INNOVATIONS

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

LEARN CHARTER SCHOOL NETWORK

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

LIFT

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

LINK UNLIMITED

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

MCGAW YMCA

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

METROPOLITAN FAMILY SERVICES

101 NORTH WACKER DRIVE 17 TH FLOOR
CHICAGO,IL60606 		NONE PC GENERAL OPERATING SUPPORT FOR EVANSTON/SKOKIE VALLEY 100,000

METROSQUASH

6100 S COTTAGE GROVE AVE
CHICAGO,IL60637 		NONE PC UNRESTRICTED 15,000

NATIONAL COUNCIL ON TEACHER QUALITY

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

NATIONAL LOUIS UNIVERSITY

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

NEW CLASSROOMS

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

NEW LEADERS

101 WEST 23RD STREET 300
NEW YORK,NY10011 		NONE PC CHICAGO PROGRAM 60,000

NEW TEACHER CENTER

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

NOBLE NETWORK OF CHARTER SCHOOLS

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

NORTHSHORE UNIVERSITY HEALTHSYSTEM

13033 CENTRAL STREET
EVANSTON,IL60201 		NONE PC ASPIRE COMMUNITY HEALTHCARE WORKFORCE DEVELOPMENT PROGRAM, IN PARTNERSHIP WITH THE CITY OF EVANSTON 200,000

ONE MILLION DEGREES

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

ONEGOAL

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

PARTNERSHIP FOR COLLEGE COMPLETION

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

PEER HEALTH EXCHANGE

1423 BRADWAY 1059
OAKLAND,CA94612 		NONE PC CHICAGO PROGRAM 40,000

POLICE FOR INC

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

SAFER FOUNDATION

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

SAGA EDUCATION

PO BOX 830128
PHILADELPHIA,PA191820128 		NONE PC CHICAGO PROGRAM 10,000

SALVATION ARMY

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

SKILLS FOR CHICAGOLAND'S FUTURE

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

START EARLY

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

SURGE INSTITUTE

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

TEACH FOR ALL

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

TEACH FOR AMERICA

227 W MONROE ST 21ST FLOOR
CHICAGO,IL60606 		NONE PC CHICAGO PROGRAM 100,000

TEACH PLUS

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

TEACHERS SUPPORTING TEACHERS

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

THE HARBOUR

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

THE MODERN CLASSROOMS PROJECT

15 14TH STREET SE
WASHINGTON,DC20003 		NONE PC CHICAGO PROGRAM 100,000

THE MORAN CENTER FOR YOUTH ADVOCACY

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

THRIVE SCHOLARS

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

TUTORING CHICAGO

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

UIC COLLEGE OF EDUCATION

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

UNIVERSITY OF CHICAGO EDUCATION LAB

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

UNIVERSITY OF CHICAGO

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

UNIVERSITY OF CHICAGO

969 E 60TH STREET
CHICAGO,IL60637 		NONE PC $50K TO TO & THROUGH INITIATIVE - NETWORK FOR COLLEGE SUCCESS 50,000

VOCEL

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

WORK ETHIC (WE) PROGRAM

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

YEAR UP

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

YOUTH & OPPORTUNITY UNITED

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

YOUTH JOB CENTER

1114 CHURCH STREET
EVANSTON,IL60201 		NONE PC UNRESTRICTED 70,000

YWCA

1215 CHURCH STREET
EVANSTON,IL60201 		NONE PC EVANSTON/NORTH SHORE OPERATION 10,000
Total .................................right arrow 3a 4,094,154
bApproved for future payment

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

ALLIANCE CHICAGO
225 W ILLINOIS STREET SUITE 500
CHICAGO,IL60654 		NONE PC ICAN INITIATIVE 60,000

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

BOOKS & BREAKFAST
419 GREENWOOD ST
EVANSTON,IL60201 		NONE PC CHICAGO PROGRAM 30,000

BRAVEN
100 N LASALLE STREET SUITE 310
CHICAGO,IL60602 		NONE PC CHICAGO PROGRAM 150,000

CITY YEAR
36 S WABASH AVE STE 1300
CHICAGO,IL60603 		NONE PC CHICAGO PROGRAM 100,000

EMBARC
PO BOX 221450
CHICAGO,IL60622 		NONE PC UNRESTRICTED 150,000

FRIENDS OF THE CHILDREN
1512 S PULASKI RD
CHICAGO,IL60623 		NONE PC CHICAGO PROGRAM 120,000

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

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

LEADING EDUCATORS
201 SAINT CHARLES AVE SUITE 114 257
NEW ORLEANS,LA70170 		NONE PC CHICAGO PROGRAM 55,000

LINK UNLIMITED
2221 S STATE ST
CHICAGO,IL60616 		NONE PC UNRESTRICTED 75,000

METROSQUASH
6100 S COTTAGE GROVE AVE
CHICAGO,IL60637 		NONE PC UNRESTRICTED 15,000

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

SAGA EDUCATION
PO BOX 830128
PHILADELPHIA,PA19182 		NONE PC CHICAGO PROGRAM 10,000

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

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

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

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

YOUTH JOB CENTER
1114 CHURCH ST
EVANSTON,IL60201 		NONE PC GENERAL OPERATING SUPPORT 70,000
Total ................................. right arrow 3b 1,155,000
Form 990-PF (2023)
Form 990-PF (2023)
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 30  
4 Dividends and interest from securities ....     14 1,402,077  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 525990   01   42,608
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,229,661  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PASS-THROUGH ACTIVITIES 		  0 01 -769,547 0
bFROM PASS-THROUGH ACTIVITIES   0 01 0 0
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,862,221 42,608
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,904,829
(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.)
7 THE AMOUNT REPORTED ON LINE 7 IS COMPRISED OF OTHER NON-INVESTMENT
7 RELATED INCOME AND NON-DIVIDEND DISTRIBUTIONS.
Form 990-PF (2023)
Form 990-PF (2023)
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
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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.
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Signature of officer or trustee Date Title
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employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
FINNEGAN FAMILY FOUNDATION
 
Employer identification number

36-4221334
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number
36-4221334
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
PAUL J FINNEGAN MARY FINNEGAN
1133 MICHIGAN AVENUE
 
EVANSTON, IL60202

$ 875,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number

36-4221334
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
FINNEGAN FAMILY FOUNDATION
  		Employer identification number

36-4221334
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,688 2,738 0 9,578

TY 2023 InvestmentsCorpBondsSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC 0.55%25 74,848 70,393
AIR PRODUCTS AND 1.5%25 51,827 47,267
AIR PRODUCTS AND 1.85%27 36,915 32,263
AMERICAN EXPRESS 1.65%26 65,063 59,973
AMERICAN TOWER C 2.95%25 30,661 29,278
AMERICAN TOWER CO 1.6%26 49,984 46,243
ADOBE INC 1.9%&25 74,865 72,534
AT&T INC. 1.7% 26 49,942 46,792
BANK OF AMERICA C VAR 26 80,025 76,852
BNY MELLON INVEST 2.1%24 60,290 58,599
BNY MELLON INVEST 1.05%26 25,006 22,606
CATERPILLAR FINL 1.15%26 29,973 27,540
CELANESE US HOLDINGS 3.5%24 39,980 39,571
CITIGROUP INC VAR 27 49,383 45,793
COSTCO WHOLESALE 1.375%27 41,029 36,247
COMCAST CORP 2.35%27 26,421 23,479
CROWN CASTLE INT 1.05%26 19,962 18,050
DELTA AIR LINES 3.204%25 75,025 74,437
EQUINIX, INC (R 1.25%25) 49,910 47,054
EXXON MOBILE COR 2.275%26 53,804 47,485
GENERAL DYNAMICS 3.5%27 35,636 34,100
JP MORGAN CHASE & VAR 26 41,718 38,434
JP MORGAN CHASE & VAR 27 45,225 41,542
LEAR CORP 3.8%27 32,650 33,616
MORGAN STANLEY 3.7%24 63,752 59,261
MORGAN STANLEY VAR 26 26,320 23,999
PEPSICO INC 2.25%25 25,007 24,282
PFIZER INC.0.8%25 39,775 37,873
PNC FINANCIAL SVCS GR 1.15%26 29,968 27,336
SCHLUMBERGER S.A4.5%28F 20,013 20,204
SIMON PPTY GRP L 2%24 49,976 48,799
STEEL DYNAMICS, I 2.8%24 79,965 77,700
THE PROGRESSIVE C 2.5% 27 50,171 47,115
TRUIST FINL CORP 2.5%24 60,617 58,994
U.S. BANCORP 3.1% 26 39,098 33,556
VIRGINIA ELECTRIC 3.5%27 18,848 19,328
VISA INC. 1.9%27 52,510 46,456
WARNERMEDIA HOL 3.755%27 18,575 19,143
WALMART INC. 1.05%26 49,928 45,962

TY 2023 InvestmentsCorpStockSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P SMALL CAP 1,474,196 2,681,028
MIDCAP SPDR TRUST SERIES I 469,105 1,785,978
VANGUARD TOTAL INT'L STOCK IDX 1,205,251 1,458,798
VANGUARD EMERGING MKTS ETF 124,357 147,344
VANGUARD EMERGING MKTS STOCK 1,530,120 1,141,975
PACKAGING CORP OF AMERICA 5,425 1,210,747
VANGUARD MIDCAP INDEX FUND 1,733,318 4,906,765
MATTHEWS PACIFIC TIGER 300,000 222,342
ISHARES CORE S&P 500 ETF 300,082 600,859
T-MOBILE US INC 194,615 2,085,733
GATEWAY FD-Y 700,000 893,081
HPS CORE SENIOR LENDING 299,648 335,901
HPS CORE SENIOR LENDING II 345,779 345,530
HPS MEZZANINE PRIVATE INVESTORS III 195,993 344,318
CRP VIII (CARLYLE) PRIVATE 370,193 530,350
HPS MEZZANINE PRIVATE INVESTORS II 646,837 867,848
HIGHBRIDGE STRATEGIC CREDIT FUND 191,195 292,781
ALPHABET INC 678,286 1,497,381
ASHTEAD GROUP PLC 390,264 532,583
BERKSHIRE HATHAWAY INC DEL CL A 249,053 2,170,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 23,638 133,748
BROWN FORMAN CORP CL A 11,313 229,422
CIE FINANCIERE RICHE MONT AG ZUG 78,262 849,383
COMCAST 6,973 214,865
HEINEKEN HLDG NC SHS 218,985 846,047
JP MORGAN CHASE & CO COM 338,325 578,340
MARTIN MARIETTA MATLS INC COM 16,826 573,747
MASTERCARD INC CL A COM 54,581 1,166,505
NESTLE SA SPONSORED ADRS REGISTERED 152,858 1,046,452
NETFLIX INC COM 380,171 815,524
PERNOD RICARD ORD SHS 194,030 626,376
PHILIP MORRIS INTL INC COM 164,361 717,360
UNILEVER NV NEW YORK SHS NEW 116,176 156,080
APPLE INC. 177,488 1,258,376
BERKSHIRE HATHAWAY B 198,921 629,505
BROOKFIELD CORP F 528,871 1,048,817
BROOKFIELD REINSURANCE F 7,688 7,267
BROOKFIELD ASSET MANAG F 193,499 264,319
SPDR S&P 500 ETF 916,020 3,649,905
ISHARES CORE S&P SMALL CAP ETF 875,208 3,065,857
ISHARE MSCI ACWI 1,300,266 1,459,744
DFA INT'L SMALL CAP VALUE PORTFOLIO 1,597,508 2,359,656
HOTCHIKIS & WILEY VALUE 378,445 460,339
OAKMARK INT'L FD INST 1,560,243 1,617,448
JLL INVESTMENT (JONES LANG) 1,533,190 1,566,650
SUN COMMUNITIES 114,524 1,150,860

TY 2023 InvestmentsOtherSchedule2
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG DIRECT LENDING III AT COST 559,501 560,815
AG REALTY VALUE FUND X AT COST 580,211 675,738
ADAMS STREET GLOBAL AT COST 821,185 1,135,144
CREATION INVEST FUND I AT COST 289,395 103,100
CREATION INVEST FUND II AT COST 111,308 45,499
CREATION INVEST FUND IV AT COST 286,083 1,195,322
HIGHVISTA STRATEGIC CRE FUND LP AT COST 553,098 543,679
SCULPTOR OVERSEAS FUND II AT COST 1,500,000 1,985,396
STRATEGIC PARTNERS VIII AT COST 11,064 654,965
THIRTEEN PARTNERS AT COST 4,000,000 6,004,356
ADAMS ST LEADER FUND 2020 AT COST 109,064 114,727
ADAMS ST VENTURE INNOVATION FUND III AT COST 392,536 434,829
THIRTEEN PARTNERS, CONCENTRATED AT COST 1,000,000 1,033,426

TY 2023 OtherAssetsSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
HEALTH INSURANCE DEPOSIT 496 -529 -529


TY 2023 OtherDecreasesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Amount
OTHER BASIS ADJUSTMENT 99


TY 2023 OtherExpensesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 1,665 333 0 1,332
ELECTRIC 445 89 0 356
FILING FEES 15 0 0 15
INSURANCE 2,379 476 0 1,903
OFFICE SUPPLIES 519 104 0 415
SOFTWARE 1,096 219 0 877
TELEPHONE 1,360 272 0 1,088


TY 2023 OtherIncomeSchedule2
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MADOFF VICTIM'S FUND PAYOUT 68 0 0
NONDIVIDEND DISTRIBUTIONS & OTHER INCOME 42,540 0 0
ADR SETTLEMENT 0 0 0
MISC. OTHER INCOME 0 0 0
JP MORGAN #2983 - SETTLEMENT INCOME 0 0 0
WELLS FARGO SETTLEMENT 0 0 0
PERSHING #9610 0 0 0
  0 0 0
FROM PASS-THROUGH ACTIVITIES -769,547 -43,976 0


TY 2023 OtherProfessionalFeesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES & EXPENSES 283,841 283,824 0 0


TY 2023 TaxesSchedule
Name:
FINNEGAN FAMILY FOUNDATION
EIN:
36-4221334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 50,298 50,298 0 0
FEDERAL PAYROLL 13,836 2,767 0 11,069
EXCISE TAXES 29,147 0 0 0