TY 2022 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

THE COMMUNITY FOUNDATION FOR
MCHENRY COUNTY

Employer identification number

36-4465219

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,618,946	5,102,738	1,398,730	865,509	370,700	9,356,623
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,618,946	5,102,738	1,398,730	865,509	370,700	9,356,623
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						5,513,223
6	Public support. Subtract line 5 from line 4.						3,843,400

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	1,618,946	5,102,738	1,398,730	865,509	370,700	9,356,623
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	644,025	718,711	721,520	903,284	1,187,581	4,175,121
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	25,374	91,628		22,174	4,175	143,351
11	Total support. Add lines 7 through 10						13,675,095

Gross receipts from related activities, etc. (see instructions) ..................

1,317,516

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

28.110 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

26.700 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 28.11%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLE AT 28.11%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS NEWLY EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. WHILE THE DONOR MENTIONED ABOVE HAS BEEN EXTREMELY GENEROUS TO THE FOUNDATION, HE DOES NOT EXERT ANY CONTROL, AS HE IS NOT ON THE BOARD, NOR DOES HE HAVE ANY FAMILY MEMBER ON THE BOARD. IT SHOULD ALSO BE NOTED THAT THIS DONOR IS 100 YEARS OLD AND THE CFMC DOES NOT REGARD HIM AS HAVING ONGOING FUNDRAISING POTENTIAL. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTRY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR MCHENRY TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY.

Facts And Circumstances Test

TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 28.11%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLE AT 28.11%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS NEWLY EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. WHILE THE DONOR MENTIONED ABOVE HAS BEEN EXTREMELY GENEROUS TO THE FOUNDATION, HE DOES NOT EXERT ANY CONTROL, AS HE IS NOT ON THE BOARD, NOR DOES HE HAVE ANY FAMILY MEMBER ON THE BOARD. IT SHOULD ALSO BE NOTED THAT THIS DONOR IS 100 YEARS OLD AND THE CFMC DOES NOT REGARD HIM AS HAVING ONGOING FUNDRAISING POTENTIAL. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTRY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR MCHENRY TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY.

Return Reference	Explanation
PART II, LINE 10	143,351
PART II, LINE 17A	TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 28.11%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLE AT 28.11%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS NEWLY EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. WHILE THE DONOR MENTIONED ABOVE HAS BEEN EXTREMELY GENEROUS TO THE FOUNDATION, HE DOES NOT EXERT ANY CONTROL, AS HE IS NOT ON THE BOARD, NOR DOES HE HAVE ANY FAMILY MEMBER ON THE BOARD. IT SHOULD ALSO BE NOTED THAT THIS DONOR IS 100 YEARS OLD AND THE CFMC DOES NOT REGARD HIM AS HAVING ONGOING FUNDRAISING POTENTIAL. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTRY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR MCHENRY TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY.
PART II, LINE 17B	TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 26.7%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2019 CFMC HIRED A NEW EXECUTIVE DIRECTOR, DEB THIELEN, WHO HAS OVER 25 YEARS OF EXPERIENCE IN THE NOT-FOR-PROFIT INDUSTRY INCLUDING SUBSTANTIAL SUCCESSFUL FUNDRAISING EXPERIENCE. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. IN ADDITION, MS. THIELEN CREATED AND FILLED A NEW FULL-TIME POSITION FOR A DIRECTOR OF PLANNED GIVING WHOSE SOLE RESPONSIBILITY WILL BE CULTIVATING NEW DONORS FOR CFMC. SINCE 2015, CFMC HAS REACHED OUT TO THE GENERAL PUBLIC THROUGH ITS GIVE 360 PROGRAM WHICH TARGETS SMALLER DONORS TO MAKE AN ANNUAL DONATION OF 360 WITH THE GOAL OF INSPIRING FUTURE LARGER GIFTS. THE CFMC HAS ALSO RECENTLY RE-ENERGIZED ITS PLANNED GIVING ADVISORY COMMITTEE, WHICH IS COMPRISED OF LEGAL AND FINANCIAL PROFESSIONALS IN THE MCHENRY COMMUNITY WHO ARE TASKED WITH EDUCATING THEIR CLIENTS AND OTHER PROFESSIONALS ABOUT THE ADVANTAGES OF DIRECTING THEIR CHARITABLE DONATIONS TO CFMC. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLE AT 26.70%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS NEWLY EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2023 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. WHILE THE DONOR MENTIONED ABOVE HAS BEEN EXTREMELY GENEROUS TO THE FOUNDATION, HE DOES NOT EXERT ANY CONTROL, AS HE IS NOT ON THE BOARD, NOR DOES HE HAVE ANY FAMILY MEMBER ON THE BOARD. IT SHOULD ALSO BE NOTED THAT THIS DONOR IS 100 YEARS OLD AND THE CFMC DOES NOT REGARD HIM AS HAVING ONGOING FUNDRAISING POTENTIAL. REPRESENTATIVE GOVERNING BODY: NO MAJOR DONORS OF CFMC ARE ON THE BOARD OF CFMC. IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTRY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: THE CFMC HAS RECENTLY PURCHASED A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY. THE BUILDING SIZE EXCEEDED THE SPACE THAT CFMC ITSELF NEEDED FOR OFFICES. THE BUILDING IS CURRENTLY UNDER RENOVATION AND CFMC WAS ABLE TO SECURE AN ENDOWMENT TO SUPPORT THE BUILDING AND TURN THE EXTRA SPACE INTO A PHILANTHROPY CENTER. THE PHILANTHROPY CENTER WILL PROVIDE PUBLIC MEETING SPACES. THE PHILANTHROPY CENTER WILL ALSO HAVE OFFICE SPACE THAT WILL BE MADE AVAILABLE TO NEW OR EXISTING COMMUNITY NFP ORGANIZATIONS. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR MCHENRY TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

THE COMMUNITY FOUNDATION FOR
MCHENRY COUNTY

Employer identification number

36-4465219

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY

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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY		Employer identification number 36-4465219

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) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY			Employer identification number 36-4465219
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE COMMUNITY FOUNDATION FOR
MCHENRY COUNTY

Employer identification number

36-4465219

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	21
2	Aggregate value of contributions to (during year)	98,806
3	Aggregate value of grants from (during year)	228,598
4	Aggregate value at end of year ........	2,135,579

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	31,895,080	38,607,677	26,080,096	24,243,821	24,256,085
b	Contributions ...	129,852	132,506	5,368,197	155,527	115,791
c	Net investment earnings, gains, and losses	3,716,327	-5,713,178	8,257,808	2,556,518	618,839
d	Grants or scholarships ...	933,087	847,624	917,990	675,711	554,627
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	437,223	284,301	180,434	200,059	192,267
g	End of year balance ......	34,370,949	31,895,080	38,607,677	26,080,096	24,243,821

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

14.000 %

Permanent endowment SchDMd Bullet

86.000 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	1,294,740	98,989	1,195,751
c	Leasehold improvements
d	Equipment ....	116,923	45,025	71,898
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,267,649

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	972,708
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	5,177,931
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	3,338,406
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	28,324
e	Add lines 2a through 2d .....................			2e	3,366,730
3	Subtract line 2e from line 1..................			3	1,811,201
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	37,333
b	Other (Describe in Part XIII.) ...........	4b	176,440
c	Add lines 4a and 4b....................			4c	213,773
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,024,974

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	2,316,047
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	2,316,047
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	37,333
b	Other (Describe in Part XIII.) ............	4b	23,173
c	Add lines 4a and 4b.....................			4c	60,506
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,376,553

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART V, LINE 4	TO PROVIDE RESOURCES TO ACHIEVE THE MISSION AND GOALS OF THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY.
SCHEDULE D, PAGE 3, PART X	THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF ILLINOIS. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	CHANGE IN VALUE OF TERM TRUST 28,324
SCHEDULE D, PAGE 4, PART XI, LINE 4B	AGENCY REVENUE 176,440
SCHEDULE D, PAGE 4, PART XII, LINE 4B	AGENCY EXPENSES 23,173

Schedule D (Form 990) 2021

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
THE COMMUNITY FOUNDATION FOR
MCHENRY COUNTY

Employer identification number
36-4465219

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION 55 W WACKER DR STE 1100 CHICAGO,IL606011653	36-3874655	501C3	7,500	GENERAL SUPPORT
(2) BIG BROTHERS BIG SISTERS OF MCHENRY COUNTY 630 N ILLINOIS RT 31 STE 100 CRYSTAL LAKE,IL60012	36-2819200	501C3	7,967	GENERAL SUPPORT
(3) CASA OF MCHENRY COUNTY 630 N IL ROUTE 31 STE 101 CRYSTAL LAKE,IL60012	20-1387762	501C3	28,800	GENERAL SUPPORT
(4) CHILD ADVOCACY CENTER OF MCHENRY COUNTY 1 S VIRGINIA ST CRYSTAL LAKE,IL60014	36-4263331	501C3	20,000	GENERAL SUPPORT
(5) CITY OF WOODSTOCK 121 W CALHOUN ST WOODSTOCK,IL60098	36-6006165	GOV	10,000	GENERAL SUPPORT
(6) CONSUMER CREDIT COUNSELING SERVICE OF NORTHERN ILLINIOS 13707 W JACKSON ST STE B WOODSTOCK,IL60098	36-3185383	501C3	20,000	GENERAL SUPPORT
(7) COOPERATIVE DEVELOPMENT FUND OF CDS PO BOX 1663 WOODSTOCK,IL60098	39-1540529	501C3	10,000	GENERAL SUPPORT
(8) CYCLING WITHOUT AGE MCHENRY COUNTY INC 166 W CRYSTAL LAKE AVE CRYSTAL LAKE,IL60014	85-0871299	501C3	7,000	GENERAL SUPPORT
(9) ELDERWERKS EDUCATION SERVICES 251 E NORTHWEST HIGHWAY PALATINE,IL60067	46-0916476	501C3	20,000	GENERAL SUPPORT
(10) ENCORE MUSIC ACADEMY 800 MCHENRY AVE STE G CRYSTAL LAKE,IL60014	20-3174820	501C3	19,000	GENERAL SUPPORT
(11) ENVIRONMENTAL DEFENDERS OF MCHENRY COUNTY 110 S JOHNSON ST STE 106 WOODSTOCK,IL60098	23-7176658	501C3	20,500	GENERAL SUPPORT
(12) FAMILY HEALTH PARNERSHIP CLINIC 401 EAST CONGRESS PARKWAY CRYSTAL LAKE,IL60014	36-4277029	501C3	154,825	GENERAL SUPPORT
(13) FIRST CHURCH CRYSTAL LAKE NATHANIEL'S HOPE BUDDY BREAK 236 W CRYSTAL LAKE AVE CRYSTAL LAKE,IL60014	36-2681127		10,000	GENERAL SUPPORT
(14) GIRLS ON THE RUN OF NORTHWEST ILLINOIS 111 ERICK STREET UNIT 115 CRYSTAL LAKE,IL60014	26-0294648	501C3	10,000	GENERAL SUPPORT
(15) GREATER FAMILY HEALTH 370 SUMMIT ST STE 1A ELGIN,IL60120	36-4249586	501C3	10,000	GENERAL SUPPORT
(16) HABITAT FOR HUMANITY OF MCHENRY COUNTY 5141 W BULL VALLEY RD MCHENRY,IL60051	36-4000780	501C3	10,000	GENERAL SUPPORT
(17) HOME OF THE SPARROW INC 4209 W SHAMROCK LANE UNIT B MCHENRY,IL60050	36-3494491	501C3	97,000	GENERAL SUPPORT
(18) INDEPENDENCE HEALTH & THERAPY 2028 NORTH SEMINARY AVE WOODSTOCK,IL600982626	36-3152022	501C3	24,500	PROGRAM SUPPORT
(19) KIDS IN NEED OF MCHENRY COUNTY PO BOX 183 MCHENRY,IL60051	82-3401945	501C3	20,800	GENERAL SUPPORT
(20) LEADERSHIP GREATER MCHENRY COUNTY 1290 LAKE AVE WOODSTOCK,IL60098	20-1687470	501C3	16,775	GENERAL SUPPORT
(21) MAIN STAY THERAPEUTIC FARM 6919 KEYSTONE RD RICHMOND,IL60071	36-3565747	501C3	25,800	GENERAL SUPPORT
(22) MARENGO PARK DISTRICT 825 INDIAN OAKS TRAIL MARENGO,IL60152	36-2777005	GOV	10,000	GENERAL SUPPORT
(23) MCHENRY COUNTY ADULT PROGRAM PO BOX 1823 WOODSTOCK,IL60098	36-4479427	501C3	20,000	GENERAL SUPPORT
(24) MCHENRY COUNTY CONSERVATION FOUNDATION 7210 KEYSTONE RD RICHMOND,IL60071	36-4340160	501C3	21,628	GENERAL SUPPORT
(25) MCHENRY COUNTY HISTORICAL SOCIETY 6422 MAIN ST UNION,IL60180	36-6124793	501C3	18,000	GENERAL SUPPORT
(26) MENTAL HEALTH RESOURCE LEAGUE FOR MCHENRY COUNTY PO BOX 204 MCHENRY,IL60051	23-7040484	501C3	6,401	GENERAL SUPPORT
(27) NAMI OF MCHENRY COUNTY 620 DAKOTA ST CRYSTAL LAKE,IL600123732	36-3594174	501C3	23,282	GENERAL SUPPORT
(28) NEW DIRECTIONS ADDICTION RECOVERY SERVICES 14411 KISHWAUKEE VALLEY RD WOODSTOCK,IL60098	27-4469700	501C3	25,000	GENERAL SUPPORT
(29) NISRA FOUNDATION 285 MEMORIAL DR CRYSTAL LAKE,IL600146255	36-3762414	501C3	21,000	GENERAL SUPPORT
(30) NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA,IL60134	36-3203648	501C3	18,000	GENERAL SUPPORT
(31) NOT-FOR-PROFIT RESOURCES 620 DAKOTA ST 216 CRYSTAL LAKE,IL60012	27-1235653	501C3	10,000	GENERAL SUPPORT
(32) OPTIONS & ADVOCACY FOR MCHENRY COUNTY 365 MILLENNIUM DR CRYSTAL LAKE,IL60012	36-3648706	501C3	20,694	GENERAL SUPPORT
(33) PIONEER CENTER FOR HUMAN SERVICES 4031 DAYTON STREET MCHENRY,IL60050	36-2480845	501C3	21,000	GENERAL SUPPORT
(34) RAUE CENTER FOR THE ARTS 104 MINNIE ST CRYSTAL LAKE,IL60014	36-4147140	501C3	33,000	GENERAL SUPPORT
(35) REFUGE FOR WOMEN 620 DAKOTA ST CRYSTAL LAKE,IL60012	26-4388243	501C3	18,000	GENERAL SUPPORT
(36) RICHMOND TOWNSHIP SENIOR TRANSPORTATION 7812 S ROUTE 31 RICHMAND,IL60071	36-6006422	GOV	20,000	GENERAL SUPPORT
(37) SAMARITAN COUNSELING CENTER 1146 N MAIL ST ALGONQUIN,IL60102	26-1315503	501C3	10,000	GENERAL SUPPORT
(38) SENIOR CARE VOLUNTEER NETWORK 42 EAST STREET STE C CRYSTAL LAKE,IL60014	31-1712933	501C3	16,000	GENERAL SUPPORT
(39) SENIOR SERVICES ASSOCIATES INC 101 S GROVE AVE ELGIN,IL60120	36-2775102	501C3	20,000	GENERAL SUPPORT
(40) THE AARRK GARDENS 11505 PRICE RD HEBRON,IL60034	46-5389687	501C3	20,000	GENERAL SUPPORT
(41) THE BREAK 6292 NORTHWEST HIGHWAY CRYSTAL LAKE,IL60014	46-1898985	501C3	21,000	GENERAL SUPPORT
(42) THE LAND CONSERVANCY OF MCHENRY COUNTY PO BOX 352 WOODSTOCK,IL600980352	36-3727476		102,149	GENERAL SUPPORT
(43) THE ROSECRANCE FOUNDATION 1021 N MULFORD RD ROCKFORD,IL61107	36-4167891	501C3	15,000	GENERAL SUPPORT
(44) TURNING POINT PO BOX 723 WOODSTOCK,IL60098	36-3163296	501C3	20,000	GENERAL SUPPORT
(45) UNIVERSITY OF ILLINOIS EXTENSION LAKE AND MCHENRY COUNTIES PO BOX 1430 WOODSTOCK,IL60098	37-6000511		15,000	GENERAL SUPPORT
(46) VILLAGE OF CARY 755 GEORGETOWN DR CARY,IL60013		GOV	100,000	GENERAL SUPPORT
(47) YOUR CHILDREN'S BOOKSHELF 1310 N RIVERSIDE DR MCHENRY,IL60050	83-1945203	501C3	13,000	GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	21	38,400
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

THE ORGANIZATION PERFORMS DUE DILIGENCE TO ENSURE THE GRANTS WILL BE USED FOR CHARITABLE PURPOSES. A GRANT AGREEMENT IS ISSUED WITH EACH GRANT TO OUTLINE THE TERMS OF THE GRANT. BY SIGNING THE AGREEMENT, THE GRANTEE AGREES TO FURNISH THE ORGANIZATION WITH REPORTS REGARDING THE GRANT ACTIVITY. THE GRANTEE AGREES TO USE THE FUNDS SOLELY FOR THE PURPOSES STATED IN THE GRANT PROPORSAL, TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSE OF THE GRANT, AND TO MAINTAIN BOOKS AND FINANCIAL RECORDS ADEQUATE TO VERIFY ACTIONS RELATED TO THIS GRANT.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THE COMMUNITY FOUNDATION FOR
MCHENRY COUNTY

Employer identification number

36-4465219

Return Reference	Explanation
FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 IS REVIEWED AND APPROVED BY THE CHAIRMAN, TREASURER, AND EXECUTIVE DIRECTOR BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. THE RETURN IS SUBSEQUENTLY SHARED WITH THE FULL BOARD.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL NEW EMPLOYEES, BOARD MEMBERS, AND VOLUNTEERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY IMMEDIATELY AFTER INCEPTION OF THE RELATIONSHIP. EACH YEAR ALL BOARD MEMBERS AND VOLUNTEERS ARE REQUIRED TO FILE A NEW POLICY STATEMENT. POTENTIAL CONFLICTS, IF ANY, ARE NOTED IN THE MINUTES OF THE BOARD MEETING. BOARD MEMBERS ABSTAIN FROM VOTING WHEN THERE IS A POSSIBILITY OF A CONFLICT. CONTINUAL MONITORING OF THE BUSINESS OF THE FOUNDATION AND ITS RELATIONSHIPS KEEPS THE CONFLICT OF INTEREST POLICY ACTIVE AND ENFORCEABLE.
FORM 990, PAGE 6, PART VI, LINE 15A	THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE STAFF (EXECUTIVE DIRECTOR) BASED ON PERFORMANCE EVALUATION IN CONNECTION WITH ESTABLISHED GOALS AND OBJECTIVES, AND DETERMINES COMPENSATION REASONABLENESS, THEREOF, BY REVIEWING DATA OF SIMILAR ORGANIZATIONS.
FORM 990, PAGE 6, PART VI, LINE 19	A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE COMMUNITY FOUNDATION'S WEBSITE STATES THAT THE FORM 990 AND MOST RECENT AUDIT ARE AVAILABLE FOR REVIEW UPON REQUEST. IN ADDITION, REQUESTS FOR THE 990, AUDIT REPORT, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST STATEMENTS CAN BE MADE VIA EMAIL OR PHONE CALL.
FORM 990, PART XI, LINE 9	CHANGE IN VALUE OF TERM TRUST 28,324 AGENCY REVENUE -176,440 AGENCY EXPENSES 23,173 TOTAL -124,943

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

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Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVIDES GRANT SUPPORT TO TAX EXEMPT CHARITABLE ORGANIZATIONS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	9
6	Total number of volunteers (estimate if necessary) .............	6	60
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	865,509	370,699
9	Program service revenue (Part VIII, line 2g) .........	407,162	447,311
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,201,041	1,202,789
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,174	4,175
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,495,886	2,024,974
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,335,525	1,244,754
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	501,093	381,652
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 83,854
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	799,907	750,147
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,636,525	2,376,553
19	Revenue less expenses. Subtract line 18 from line 12.......	1,859,361	-351,579
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	40,100,434	42,978,544
21	Total liabilities (Part X, line 26).............	976,774	993,000
22	Net assets or fund balances. Subtract line 21 from line 20.....	39,123,660	41,985,544

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,935,315 including grants of $ 1,244,754 ) (Revenue $ 447,311 )
	THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY IS A PHILANTHROPIC GRANTMAKING INSTITUTION.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,935,315

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) DR ROCIO DEL CASTILLO...................................................................... CHAIR	1.00 .................	X	X	0	0	0
(2) CHIP YAGER...................................................................... VICE CHAIR	1.00 .................	X	X	0	0	0
(3) SHELLYB SPATA...................................................................... TREASURER	1.00 .................	X	X	0	0	0
(4) KATE WADE...................................................................... SECRETARY	1.00 .................	X	X	0	0	0
(5) STACY MASON...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(6) MARK DAVIDS...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(7) ERIC FISTLER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(8) SHEILA HENSON...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(9) KELLI WEGENER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(10) AMY HERNON...................................................................... EXECUTIVE DI	40.00 .................		X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	370,699

g	Noncash contributions included in lines 1a - 1f:$		1g	15,436

h Total. Add lines 1a-1f.......		370,699

		Business Code
2a	ADMINISTRATIVE FEES		447,311	447,311
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		447,311

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,187,581			1,187,581
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		2,481,436	7a
b	Less: cost or other basis and sales expenses		2,466,228	7b
c	Gain or (loss)		15,208	7c
d	Net gain or (loss).........			15,208	15,208
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	SPECIAL EVENTS			4,175	4,175
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			4,175
12	Total revenue. See instructions.....			2,024,974	466,694		1,187,581

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,206,354	1,206,354
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	38,400	38,400
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	95,803	24,644	59,463	11,696
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	228,513	58,782	141,832	27,899
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	31,617	8,133	19,624	3,860
10	Payroll taxes ...........	25,719	6,616	15,963	3,140
11	Fees for services (non-employees):
a	Management ......	460,396	460,396
b	Legal .........	19,458		19,458
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	37,333		37,333
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	8,200	4,600	3,600
12	Advertising and promotion ....	310			310
13	Office expenses .......	10,403	769	4,311	5,323
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	17,871	8,462	6,594	2,815
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,765	1,140	2,625
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	50,766	26,581	15,773	8,412
23	Insurance ...	13,597	7,119	4,225	2,253
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	REPAIRS AND MAINTENANCE	68,729	35,987	21,354	11,388
b	PROGRAM EXPENSES	47,115	47,115
c	SPECIAL EVENTS	4,655			4,655
d	MEMBERSHIPS AND DUES	4,110		4,110
e	All other expenses	3,439	217	1,119	2,103
25	Total functional expenses. Add lines 1 through 24e	2,376,553	1,935,315	357,384	83,854
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			274,289	1	62,913
2	Savings and temporary cash investments .........			1,038,637	2	1,109,895
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			18,087	9	11,682
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,411,663
b	Less: accumulated depreciation	10b	144,014	1,301,172	10c	1,267,649
11	Investments—publicly traded securities .			36,325,379	11	39,367,171
12	Investments—other securities. See Part IV, line 11 .....			131,270	12	119,310
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			1,011,600	15	1,039,924
16	Total assets. Add lines 1 through 15 (must equal line 33)...			40,100,434	16	42,978,544

17	Accounts payable and accrued expenses .....	33,033	17	3,792
18	Grants payable ...	124,300	18	16,500
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	819,441	25	972,708
26	Total liabilities. Add lines 17 through 25..	976,774	26	993,000

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	8,518,901	27	9,226,988
28	Net assets with donor restrictions ...........	30,604,759	28	32,758,556
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	39,123,660	32	41,985,544
33	Total liabilities and net assets/fund balances ........	40,100,434	33	42,978,544