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
RETIREMENT RESEARCH FOUNDATION
DBA RRF FOUNDATION FOR AGING
Number and street (or P.O. box number if mail is not delivered to street address)8765 W HIGGINS ROAD SUITE 430
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606314170
A Employer identification number

36-2429540
B Telephone number (see instructions)

(773) 714-8080
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$140,682,488
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,137,123 3,137,123  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 861,842
b Gross sales price for all assets on line 6a 17,346,257
7 Capital gain net income (from Part IV, line 2)... 861,842
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)....... 403,110 201,270  
12 Total. Add lines 1 through 11........ 4,402,075 4,200,235  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 427,816 74,863   352,953
14 Other employee salaries and wages...... 634,542 14,350   620,192
15 Pension plans, employee benefits....... 251,863 14,017   237,846
16a Legal fees (attach schedule)......... 2,875 0   2,875
b Accounting fees (attach schedule)....... 45,674 14,587   21,306
c Other professional fees (attach schedule).... 2,755,194 2,523,753   231,441
17 Interest............... 342,752 342,752   0
18 Taxes (attach schedule) (see instructions)... 125,349 87,774   0
19 Depreciation (attach schedule) and depletion... 258 25  
20 Occupancy.............. 137,932 13,794   124,138
21 Travel, conferences, and meetings....... 80,822 3,298   77,524
22 Printing and publications.......... 36 4   32
23 Other expenses (attach schedule)....... 413,623 157,915   168,653
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,218,736 3,247,132   1,836,960
25 Contributions, gifts, grants paid....... 4,823,314 6,673,919
26 Total expenses and disbursements. Add lines 24 and 25 10,042,050 3,247,132   8,510,879
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,639,975
b Net investment income (if negative, enter -0-) 953,103
c Adjusted net income (if negative, enter -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............. 445,478 519,259 519,259
2 Savings and temporary cash investments.........      
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.......... 237,866 62,322 62,322
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
2,536,470
2,536,470
b Investments—corporate stock (attach schedule)....... 16,006,134 Click to see attachment
List of Attached Documents:
// Content
16,496,449
16,496,449
c Investments—corporate bonds (attach schedule)....... 7,082,633 Click to see attachment
List of Attached Documents:
// Content
3,500,484
3,500,484
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).......... 109,740,746 Click to see attachment
List of Attached Documents:
// Content
117,269,772
117,269,772
14 Land, buildings, and equipment: basis right arrow274,208
Less: accumulated depreciation (attach schedule) right arrow270,478 4,164 Click to see attachment
List of Attached Documents:
// Content
3,730
3,730
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
294,002
Click to see attachment
List of Attached Documents:
// Content
294,002
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 133,517,021 140,682,488 140,682,488
Liabilities 17 Accounts payable and accrued expenses.......... 70,464 64,169
18 Grants payable................. 4,418,358 2,567,753
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)......... 4,488,822 2,631,922
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........... 129,028,199 138,050,566
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 129,028,199 138,050,566
30 Total liabilities and net assets/fund balances (see instructions). 133,517,021 140,682,488
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
129,028,199
2
Enter amount from Part I, line 27a .....................
2
-5,639,975
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,662,342
4
Add lines 1, 2, and 3 ..........................
4
138,050,566
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
138,050,566
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 ST COVERED #5475 P    
b PERSHING LT COVERED #5475 P    
c PERSHING ST NOT COVERED #5475 P    
d PERSHING LT NOT COVERED #5475 P    
e GEM ENDOWMENT FUND LP - ST P    
GEM ENDOWMENT FUND LP - LT P    
GEM ENDOWMENT FUND LP - SEC 1231 P    
PERSHING ST NOT REPORTED #5475 P    
GEM ENDOWMENT FUND LP - ST P    
GEM ENDOWMENT FUND LP - LT P    
GEM ENDOWMENT FUND LP - SEC 1256 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 4,165,706   4,086,211 79,495
b 7,642,583   8,075,411 -432,828
c 49,146   50,409 -1,263
d 208,429   225,911 -17,482
e 768,168     768,168
90,633     90,633
172,967     172,967
2,914,088   2,898,485 15,603
1,312,556     1,312,556
21,981     21,981
    1,147,988 -1,147,988
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       79,495
b       -432,828
c       -1,263
d       -17,482
e       768,168
      90,633
      172,967
      15,603
      1,312,556
      21,981
      -1,147,988
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 2 861,842
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  
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 13,248
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 13,248
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 13,248
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 87,771
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 87,771
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 74,523
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow24,523 Refundedright arrow 11 50,000
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, MI
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 arrowHTTP://WWW.RRF.ORG
14
The books are in care ofright arrowMARY O'DONNELL Telephone no.right arrow (773) 714-8080

Located atright arrow8765 W HIGGINS RD STE 430CHICAGOIL ZIP+4right arrow60631
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
JOHN BOUMAN TRUSTEE
6.00
20,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
RUTH ANN WATKINS CHAIRPERSON
9.00
29,500 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
MICHAEL J STARSHAK SECRETARY
6.00
26,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
DOWNEY R VAREY TREASURER
6.00
21,500 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
MARY O'DONNELL PRESIDENT
40.00
236,816 35,522 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
THOMAS R PROHASKA PH D TRUSTEE
6.00
10,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
ANTHONY PERRY TRUSTEE
6.00
20,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
KATHLEEN W KOLODGY TRUSTEE
6.00
26,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
THOMAS D KUCZMARSKI TRUSTEE
6.00
20,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
ADRIENNE MIMS TRUSTEE
6.00
14,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
MICHELLE SADDLER TRUSTEE
6.00
2,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
ROBYN GOLDEN-V TRUSTEE
6.00
2,000 0 0
C/O RRF W HIGGINS 430
CHICAGO,IL60631
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
AMY EISENSTEIN PROGRAM OFFICE
40.00
136,848 20,522 0
C/O RRF 8765 W HIGGINS 430
CHICAGO,IL60631
ANNE POSNER PROGRAM OFFICE
40.00
128,876 19,331 0
C/O RRF 8765 W HIGGINS 430
CHICAGO,IL60631
SERENA BENNETT WORTHINGTON PROGRAM OFFICE
40.00
123,721 18,085 0
C/O RRF 8765 W HIGGINS 430
CHICAGO,IL60631
MICHAEL KENNEDY PROGRAM OFFICE
40.00
77,505 11,616 0
C/O RRF 8765 W HIGGINS 430
CHICAGO,IL60631
ELSA TULLOS PROGRAM OFFICE
40.00
77,005 11,251 0
C/O RRF 8765 W HIGGINS 430
CHICAGO,IL60631
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
GLOBAL ENDOWMENT MANAGEMENT INVESTMENT MGMT 2,447,673
100 N TYRON ST
CHARLOTTE,NC28202
NAOMI M STANHAUS PROGRAM CONSULTANT 145,159
720 N LARABEE ST 304
CHICAGO,IL60654
MID-CONTINENT CAPITAL INVESTMENT MGMT 74,240
123 N WACKER DR 1100
CHICAGO,IL60606
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  
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
134,586,420
b
Average of monthly cash balances.......................
1b
917,215
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
135,503,635
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
135,503,635
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,032,555
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
133,471,080
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,673,554
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
6,673,554
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,248
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
14,724
c
Add lines 2a and 2b............................
2c
27,972
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,645,582
4
Recoveries of amounts treated as qualifying distributions................
4
105,692
5
Add lines 3 and 4............................
5
6,751,274
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
6,751,274
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
8,510,879
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
8,510,879
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 6,751,274
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......  
b From 2019...... 1,328,929
c From 2020...... 1,849,032
d From 2021...... 2,318,282
e From 2022...... 3,255,410
f Total of lines 3a through e ........ 8,751,653
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,510,879
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..... 6,751,274
e Remaining amount distributed out of corpus 1,759,605
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 10,511,258
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) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
10,511,258
10 Analysis of line 9:
a Excess from 2019.... 1,328,929
b Excess from 2020.... 1,849,032
c Excess from 2021.... 2,318,282
d Excess from 2022.... 3,255,410
e Excess from 2023.... 1,759,605
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).)
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:
MARY O'DONNELL
8765 W HIGGINS ROAD STE 430
CHICAGO,IL606314022
(771) 714-8080
ODONNEL@RRF.ORG
bThe form in which applications should be submitted and information and materials they should include:
OUR WEBSITE WWW.RRF.ORG CONTAINS THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED ALONG WITH ELIGIBILITY CRITERIA, EXCLUSIONS AND LETTERS OF INQUIRY WITH REQUIRED INCLUSIONS. WEB INQUIRIES SHOULD BE ADDRESSED TO INFO@RRF.ORG. APPLICATION FORMS CAN BE DOWNLOADED IN WORD FOR COMPLETIONS
cAny submission deadlines:
FEBRUARY 1, MAY 1, AND AUGUST 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
OUR WEBSITE WWW.RRF.ORG CONTAINS THE ELIGIBILITY REQUIREMENTS, RESTRICTIONS OR LIMITATIONS FOR ALL MAJOR GRANT PROGRAMS. THE MAJOR GRANT PROGRAMS ARE AS FOLLOWS: ADVOCACY; DIRECT SERVICE; PROFESSIONAL EDUCATION; RESEARCH; ORGANIZATIONAL CAPACITY BUILDING STANDARD GRANTS AND ORGANIZATIONAL CAPACITY BUILDING FLEX-FUND GRANDS.
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

ACACIA THEATRE COMPANY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

ACCESS LIVING OF METROPOLITAN CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 600

ACTBLUE CHARITIES

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

AGEOPTIONS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,200

AMERICA GIVES INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

AMERICAN RED CROSS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,200

ANN & ROBERT LURIE CHILDREN'S HOSPITAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

ASPCA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 600

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

BIG SHOULDERS FUND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

BLACK WOMEN'S HEALTH IMPERATIVE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

CARLETON COLLEGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

CENTER FOR LAW AND SOCIAL POLICY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

CENTER FOR RESPONSIBLE LENDING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 250

CHICAGO CITY DAY SCHOOL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

CHICAGO HOUSE & SOCIAL SERVICE AGENCY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 250

CHICAGO INNOVATION FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

CHICAGO INNOVATION FOUNDATION - V

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,875

CHICAGO JEWISH DAY SCHOOL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,720

CHICAGO POLICE MEMORIAL FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

CHICAGO PUBLIC MEDIA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,830

CHICAGO PUBLIC MEDIA INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

CHICAGO SYMPHONY ORCHESTRA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

CHICAGO WOMEN IN PHILANTHROPY (CWIP)

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

CHRISTOPHER & DANA REEVE FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

CROSSROADS FUND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

CURE EPILEPSY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

DANA-FARBER CANCER INSTITUTE INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

DOCTORS WITHOUT BORDERS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,200

DOCTORS WITHOUT BORDERS USA INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

FIRST UNITED METHODIST CHURCH OF CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

FOREFRONT

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,250

FRIENDS OF THE ISRAEL DEFENSE FORCES

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,800

GEORGIA HEALTHY FAMILY ALLIANCE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,787

GIFT OF ADOPTION FUND INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,200

GRACE LUTHERAN CHURCH

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

HANUL FAMILY ALLIANCE-V

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

HEALTH & MEDICINE POLICY RESEARCH GROUP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 450

HEALTH IN AGING FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

HILLEL THE FOUNDATION FOR JEWISH CAMPUS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

HOUSING OPPORTUNITIES FOR WOMEN

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

ILLINOIS NETWORK OF CENTERS FOR INDEPENDE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

JANE ADDAMS SENIOR CAUCUS-V1

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 250

JUVENILE DIABETES RESEARCH FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 180

LEGAL ACTION CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

LITTLE SISTERS OF THE POOR ST JOE'S HOM

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,900

LORAS COLLEGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

MAYO CLINIC ROCHESTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

MAYWOOD FINE ARTS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

MEDICAL ASSOCIATION OF GA FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

MISERICORDIA HOME

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,250

MOREHOUSE SCHOOL OF MEDICINE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

MY BLOCK MY HOOD MY CITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

NATIONAL CONSUMER LAW CENTER-V

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 250

NATIONAL MEDICAL FELLOWSHIPS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

NEW LIFE CENTERS OF CHICAGOLAND NFP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

NOTRE DAME ACADEMY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

NOURISHING HOPE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

ORA LEE SMITH CANCER RESEARCH FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

ORPHANS OF THE STORM

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

PAWS CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

PEER SERVICES INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

PLUS ONE ADOPTION FOUNDATION INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

PROVIDENCE LIFE SERVICES

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,150

RAINBOW RAILROAD

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 450

REMBRANDT CHAMBER PLAYERS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

RISE ACADEMY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

ROGER WILLIAMS UNIVERSITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

ROGERS PARK MONTESSORI SCHOOL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 18,000

SANTA BARBARA INT FILM FESTIVAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

SARAH'S CIRCLE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

SHELDRICK WILDLIFE TRUST USA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 600

SHRIVER CENTER ON POVERTY LAW-V

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,650

SIMON WIESENTHAL CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

SPRINGFIELD CENTER FOR INDEPENDENT LIVING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 450

ST JUDE CHILDREN'S RESEARCH HOSPITAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 600

ST NORBERT & OUR LADY OF THE BROOK PAR

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 6,000

ST TERESA OF AVILA PARISH

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

ST VINCENT FERRER CHURCH

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 9,000

STEPPENWOLF THEATRE COMPANY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

SURGE FOR WATER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 450

THE COLORADO COLLEGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

THE FREEDOM CENTER FOR SOCIAL JUSTICE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

THE PLAGIARISTS NFP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

THE RIVER FUND MAINE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 1,500

THE VILLAGE CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 22,740

TIDES CENTER-V

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 500

LIFESTYLE CHANGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

US HOLOCAUST MEMORIAL MUSEUM

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150

VILLAGE OF DOMPOASE EDUCATION PROJECT

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 4,800

VOCEL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,750

WALTHER CHRISTIAN ACADEMY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 750

WEST SUBURAN SPECIAL RECREATION FND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,400

WORLD WILDLIFE FUND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 300

AGEOPTIONS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 30,933

AGEOPTIONS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 20,000

AGING CARE CONNECTIONS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 42,461

ALIVIO MEDICAL CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 42,500

ALIVIO MEDICAL CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 42,500

ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

AMALGAMATED CHARITABLE FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

AMALGAMATED CHARITABLE FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

AMERICAN SOCIETY ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 31,670

AMERICAN SOCIETY ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,363

AMERICAN SOCIETY ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,363

BENJAMIN ROSE INSTITUTE ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

BENJAMIN ROSE INSTITUTE ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

BOSTON COLLEGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 36,430

CANDID

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 12,000

CENTER FOR DISABILITY AND ELDER LAW INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

CENTER FOR MEDICARE ADVOCACY INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

CENTER FOR MEDICARE ADVOCACY INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

CHICAGO CARES

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 7,500

CHICAGO HOUSE AND SOCIAL SERVICE AGENCY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 5,000

COGENERATE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

COGENERATE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 75,000

COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 75,000

COORDINATED CARE ALLIANCE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 5,000

COUNCIL ON FOUNDATIONS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 10,000

CYBER-SENIORS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,099

CYBER-SENIORS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,099

DARTMOUTH-HITCHCOCK CLINIC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 52,362

DARTMOUTH-HITCHCOCK CLINIC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 52,363

ELEVATE BRANSON

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 20,000

ESPERANZA HEALTH CENTERS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

FOREFRONT

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 19,203

FOREFRONT

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 10,000

GEORGE MASON UNIVERSITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 45,000

GEORGE MASON UNIVERSITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 44,995

GRANTMAKERS IN AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 10,000

GRANTMAKERS IN AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 70,605

GRANTMAKERS IN AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 10,000

GRANTMAKERS IN HEALTH

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 5,125

HABITAT FOR HUMANITY INTERNATIONAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

HABITAT FOR HUMANITY INTERNATIONAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

HARMONY COMMUNITY CARES NFP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 30,000

HEALTH AND MEDICINE POLICY RESEARCH GROUP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 87,500

HEALTH AND MEDICINE POLICY RESEARCH GROUP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 87,500

ILLINOIS LEGAL AID ONLINE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 22,500

ILLINOIS LEGAL AID ONLINE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 22,500

ILLINOIS PARTNERS FOR HUMAN SERVICE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 125,000

ILLINOIS PUBLIC HEALTH INSTITUTE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 45,000

INJUSTICE WATCH NFP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

INJUSTICE WATCH NFP

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

INNER CITY COMPUTER STARS FOUNDATION DBA ICSTARS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 15,000

INNOVATION DEVELOPMENT INSTITUTE DBA MATTER CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

INNOVATION DEVELOPMENT INSTITUTE DBA MATTER CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

INNOVATION DEVELOPMENT INSTITUTE DBA MATTER CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 60,000

JANE ADDAMS SENIOR CAUCUS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

JUSTICE IN AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

KINGDOM HOUSE (DBA LIFEWISE STL)

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 60,000

LATINO ALZHEIMER'S AND MEMORY DISORDERS ALLIANCE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 75,000

LEGAL COUNCIL FOR HEALTH JUSTICE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

LEGAL COUNCIL FOR HEALTH JUSTICE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 15,000

LITTLE SISTERS OF THE POOR ST JOSEPH'S HOME FOR THE ELDERLY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,000

LOYOLA UNIVERSITY OF CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 45,025

LOYOLA UNIVERSITY OF CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 45,000

MASSACHUSETTS GENERAL HOSPITAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 86,658

MASSACHUSETTS GENERAL HOSPITAL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 86,658

MEALS AT HOME DBA MEALS ON WHEELS NORTHEASTERN ILLINOIS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

MEDICARE RIGHTS CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

MEDICARE RIGHTS CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

MEMORIAL SLOAN KETTERING CANCER CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 61,302

MEMORIAL SLOAN KETTERING CANCER CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 300

MEMORIAL SLOAN KETTERING CANCER CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 61,602

METROPOLITAN MAYORS CAUCUS FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 55,000

METROPOLITAN MAYORS CAUCUS FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 55,000

MIAMI UNIVERSITY SCRIPPS GERONTOLOGY CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 54,758

MIAMI UNIVERSITY SCRIPPS GERONTOLOGY CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 54,758

MIAMI UNIVERSITY SCRIPPS GERONTOLOGY CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 82,000

MID-FLORIDA AREA AGENCY ON AGING INC DBA ELDER OPTIONS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 52,161

MID-FLORIDA AREA AGENCY ON AGING INC DBA ELDER OPTIONS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 52,069

MISSOURI COUNCIL ON AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

NATIONAL ABLE NETWORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 24,398

NATIONAL ALLIANCE TO END HOMELESSNESS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 55,464

NATIONAL ALLIANCE TO END HOMELESSNESS

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 55,463

NATIONAL CONSUMER LAW CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 48,731

NATIONAL CONSUMER LAW CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 48,730

NATIONAL COUNCIL ON AGING INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 87,500

NATIONAL COUNCIL ON AGING INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 87,500

NATIONAL DOMESTIC WORKERS ALLIANCE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

NATIONAL DOMESTIC WORKERS ALLIANCE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

NATIONAL WELL HOME NETWORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 42,500

NATIONAL WELL HOME NETWORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 42,500

NEW AMERICA FOUNDATION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 38,025

NORTHEASTERN ILLINOIS UNIVERSITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 58,333

OLDER ADULTS TECHNOLOGY SERVICES INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 125,000

PENSION RIGHTS CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

PENSION RIGHTS CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

PHILANTHROPY MISSOURI

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

PHILANTHROPY MISSOURI

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

PRO BONO NET INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,000

PRO BONO NET INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 30,000

PRO BONO NET INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,000

ROGER WILLIAMS UNIVERSITY

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 75,000

SAGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,000

SAGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,000

SAGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

SAGE

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

SERVING OLDER ADULTS OF SOUTHEAST WISCONSIN INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 30,525

SHRIVER CENTER ON POVERTY LAW

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

SHRIVER CENTER ON POVERTY LAW

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 35,000

SMALL BUSINESS MAJORITY FOUNDATION INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,000

SOUTHWEST ORGANIZING PROJECT

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

TENANT EDUCATION NETWORK

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

THE GERONTOLOGICAL SOCIETY OF AMERICA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THE GERONTOLOGICAL SOCIETY OF AMERICA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THE JEWISH FEDERATIONS OF NORTH AMERICA INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THE NEW SCHOOL

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THE UNIVERSITY OF TEXAS FOUNDATION INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 72,310

THE VILLAGE CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THIRD SECTOR NEW ENGLAND INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 28,080

TIDES CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 65,000

TIDES CENTER

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 65,000

UNITED COMMUNITY CENTER INC

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

UNIVERSITY OF CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,000

UNIVERSITY OF CHICAGO

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 40,000

UNIVERSITY OF IOWA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

UNIVERSITY OF IOWA

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

UNIVERSITY OF MASSACHUSETTS BOSTON

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 38,476

UNIVERSITY OF MASSACHUSETTS BOSTON

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

UNIVERSITY OF MASSACHUSETTS BOSTON

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

UNIVERSITY OF RHODE ISLAND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

UNIVERSITY OF RHODE ISLAND

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

WEST CENTRAL GEORGIA CANCER COALITION

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

WISCONSIN INSTITUTE FOR HEALTHY AGING

8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 49,940

PY GRANTS PAYABLE PAID IN CY

VARIOUS
VARIOUS,IL60631
NONE PC PROGRAM GRANT -4,418,358
Total .................................right arrow 3a 2,255,561
bApproved for future payment

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AGEOPTIONS INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

AMALGAMATED CHARITABLE FOUNDATION
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

AMALGAMATED CHARITABLE FOUNDATION
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

CARING ACROSS GENERATIONS
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

CENTER FOR DISABILITY AND ELDER LAW INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

CENTER FOR DISABILITY AND ELDER LAW INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

CENTER FOR MEDICARE ADVOCACY INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

CENTER FOR MEDICARE ADVOCACY INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

COGENERATE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

COGENERATE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

CYBER-SENIORS
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 54,646

GENERATIONS UNITED
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

ILLINOIS PARTNERS FOR HUMAN SERVICE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 100,000

ILLINOIS PUBLIC HEALTH INSTITUTE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 45,000

INJUSTICE WATCH NFP
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

JANE ADDAMS SENIOR CAUCUS
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 25,000

LEGAL ACTION CENTER OF THE CITY OF NEW YORK INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 75,000

LEGAL COUNCIL FOR HEALTH JUSTICE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

LEGAL COUNCIL FOR HEALTH JUSTICE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

MEDICARE RIGHTS CENTER
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

MEDICARE RIGHTS CENTER
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

MIAMI UNIVERSITY SCRIPPS GERONTOLOGY CENTER
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 82,000

NATIONAL DOMESTIC WORKERS ALLIANCE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

NATIONAL RECREATION AND PARK ASSOCIATION
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 43,000

NATIONAL RECREATION AND PARK ASSOCIATION
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 43,000

OLDER ADULTS TECHNOLOGY SERVICES INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

OLDER ADULTS TECHNOLOGY SERVICES INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

PENSION RIGHTS CENTER
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

PENSION RIGHTS CENTER
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 62,500

SAGE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

SAGE
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

SHRIVER CENTER ON POVERTY LAW
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 20,000

SHRM FOUNDATION INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

SHRM FOUNDATION INC
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

SOUTHWEST ORGANIZING PROJECT
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,500

THE GERONTOLOGICAL SOCIETY OF AMERICA
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

THE GERONTOLOGICAL SOCIETY OF AMERICA
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 50,000

UNIVERSITY OF IOWA
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 58,164

UNIVERSITY OF MASSACHUSETTS BOSTON
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 39,990

UNIVERSITY OF MASSACHUSETTS BOSTON
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 39,990

UNIVERSITY OF RHODE ISLAND
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 56,833

VIRGINIA COMMONWEALTH UNIVERSITY
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 52,678

WISCONSIN INSTITUTE FOR HEALTHY AGING
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,476

WISCONSIN INSTITUTE FOR HEALTHY AGING
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 37,476

YWCA METROPOLITAN CHICAGO
8765 W HIGGINS ROADSUITE 430
CHICAGO,IL60631
NONE PC PROGRAM GRANT 20,000
Total ................................. right arrow 3b 2,567,753
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 ...........
         
4 Dividends and interest from securities ....     14 3,137,123  
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 ..... 523000 96,148 14 201,270  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 861,842  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANTS
        105,692
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 96,148 4,200,235 105,692
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,402,075
(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.)
11A UNSPENT GRANTS RETURNS BY GRANTEES
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
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 45,674 14,587   21,306

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LASER JET PRINTER 2006-04-10 1,351 1,351 SL 5.000000000000 0 0    
EATON BATTERY BACKUP 2008-08-01 1,173 1,173 SL 5.000000000000 0 0    
CDW COLOR PRINTER 2010-02-05 1,307 1,307 SL 5.000000000000 0 0    
2 24" MONITORS 2011-08-16 774 774 SL 5.000000000000 0 0    
HP DL380 G7 KMAT 2011-09-23 16,624 16,624 SL 5.000000000000 0 0    
SERVER INSTALLATION 2011-12-12 15,700 15,700 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2010-01-01 15,931 15,931 SL 5.000000000000 0 0    
FILE SERVER 2012-06-30 14,272 14,272 SL 5.000000000000 0 0    
15 WORKSTATIONS 2012-06-30 27,671 27,671 SL 5.000000000000 0 0    
INSTALLATION & EQ 2012-06-30 5,400 5,400 SL 5.000000000000 0 0    
IPAD 2012-06-30 499 499 SL 5.000000000000 0 0    
IPADS FOR BOARD 2013-03-19 6,452 6,452 SL 5.000000000000 0 0    
TKB SCANNER 2015-05-22 865 865 SL 5.000000000000 0 0    
IPAD - KUCZMARSKI 2015-07-15 571 571 SL 5.000000000000 0 0    
OFFICE EQUIPMENT 2010-01-01 7,815 7,815 SL 5.000000000000 0 0    
COPY MACHINE 2006-01-06 20,295 20,295 SL 5.000000000000 0 0    
TOSHIBA PHONE SYSTEM 2008-04-02 8,623 8,623 SL 5.000000000000 0 0    
HP PROJECTOR 2012-12-06 1,135 1,135 SL 5.000000000000 0 0    
SAMSUNG PRINTER 2013-10-08 1,190 1,190 SL 5.000000000000 0 0    
SOFTWARE 2011-03-24 12,620 12,620 SL 5.000000000000 0 0    
NETWORK VM WARE 2011-12-21 6,130 6,130 SL 5.000000000000 0 0    
BACKUP SW 2011-12-22 5,696 5,696 SL 5.000000000000 0 0    
FURNITURE & FIXTURES 2010-01-01 79,085 79,085 SL 5.000000000000 0 0    
NEW OFFICE CHAIRS 2010-07-06 4,152 4,152 SL 5.000000000000 0 0    
2 FOLDING TABLES 2011-03-08 432 432 SL 5.000000000000 0 0    
CHAIR - JEK 2015-12-10 805 805 SL 5.000000000000 0 0    
CUBICLES 2016-03-04 3,235 3,235 SL 5.000000000000 0 0    
16 BOARDROOM CHAIRS 2016-03-10 5,600 5,600 SL 5.000000000000 0 0    
RECEPTION SOFA & TABLE 2016-04-15 877 877 SL 5.000000000000 0 0    
EATON TOWER 2017-01-03 1,604 1,604 SL 5.000000000000 0 0    
LVO TSS LAPTOP 2017-02-01 2,233 2,233 SL 5.000000000000 0 0    
5 IPADS 2018-03-22 3,000 2,850 SL 5.000000000000 150 0    
PRINTER 2018-06-29 1,089 981 SL 5.000000000000 108 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Name of Bond End of Year Book Value End of Year Fair Market Value
MID CONTINENT CAPITAL - CORPORATE BONDS 3,500,484 3,500,484

TY 2023 InvestmentsCorpStockSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Name of Stock End of Year Book Value End of Year Fair Market Value
MID CONTINENT CAPITAL - ETF'S 16,496,449 16,496,449

TY 2023 InvestmentsGovtObligationsSch
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
US Government Securities - End of Year Book Value:

2,536,470
US Government Securities - End of Year Fair Market Value:

2,536,470
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GEM ENDOWMENT FUND AT COST 117,269,772 117,269,772

TY 2023 LandEtcSchedule2
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LASER JET PRINTER 1,351 1,351 0  
EATON BATTERY BACKUP 1,173 1,173 0  
CDW COLOR PRINTER 1,307 1,307 0  
2 24" MONITORS 774 774 0  
HP DL380 G7 KMAT 16,624 16,624 0  
SERVER INSTALLATION 15,700 15,700 0  
COMPUTER EQUIPMENT 15,931 15,931 0  
FILE SERVER 14,272 14,272 0  
15 WORKSTATIONS 27,671 27,671 0  
INSTALLATION & EQ 5,400 5,400 0  
IPAD 499 499 0  
IPADS FOR BOARD 6,452 6,452 0  
TKB SCANNER 865 865 0  
IPAD - KUCZMARSKI 571 571 0  
OFFICE EQUIPMENT 7,815 7,815 0  
COPY MACHINE 20,295 20,295 0  
TOSHIBA PHONE SYSTEM 8,623 8,623 0  
HP PROJECTOR 1,135 1,135 0  
SAMSUNG PRINTER 1,190 1,190 0  
SOFTWARE 12,620 12,620 0  
NETWORK VM WARE 6,130 6,130 0  
BACKUP SW 5,696 5,696 0  
FURNITURE & FIXTURES 79,085 79,085 0  
NEW OFFICE CHAIRS 4,152 4,152 0  
2 FOLDING TABLES 432 432 0  
CHAIR - JEK 805 805 0  
CUBICLES 3,235 3,235 0  
16 BOARDROOM CHAIRS 5,600 5,600 0  
RECEPTION SOFA & TABLE 877 877 0  
EATON TOWER 1,604 1,604 0  
LVO TSS LAPTOP 2,233 2,233 0  
5 IPADS 3,000 3,000 0  
PRINTER 1,089 1,089 0  


TY 2023 LegalFeesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,875 0   2,875


TY 2023 OtherAssetsSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX   74,523 74,523
PREPAID UBTI   219,479 219,479


TY 2023 OtherExpensesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EXPENSE 105,711 0   105,711
DUES & MEMBERSHIPS 21,641 0   21,641
INSURANCE 29,075 2,907   26,168
OFFICE SUPPLIES & EXPENSE 15,282 521   14,761
OTHER 78,705 0   0
POSTAGE & SHIPPING 413 41   372
NON-TAXABLE INC/DEDUCTION 8,350 0   0
K1 RENTAL LOSS 154,446 154,446   0


TY 2023 OtherIncomeSchedule2
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 ORDINARY & OTHER INC. 118,788 118,788 118,788
UNRELATED BUSINESS INCOME 96,148 0 96,148
K-1 ROYALTY INC 82,482 82,482 82,482
RETURNED GRANTS 105,692   105,692


TY 2023 OtherIncreasesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Description Amount
NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 14,662,342


TY 2023 OtherProfessionalFeesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 2,521,913 2,521,913   0
PROGRAM CONSULTANTS 233,281 1,840   231,441


TY 2023 TaxesSchedule
Name:
RETIREMENT RESEARCH FOUNDATION
 
DBA RRF FOUNDATION FOR AGING
EIN:
36-2429540
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX ON FOREIGN DIVIDENDS 87,774 87,774   0
FEDERAL EXCISE TAX 15,851 0   0
FEDERAL UBIT 990T 14,261 0   0
ILLINOIS UBIT TAX IL990T 7,463 0   0