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
WILLIAM BLAIR & COMPANY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)150 N RIVERSIDE 43RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606065307
A Employer identification number

36-3092291
B Telephone number (see instructions)

(312) 236-1600
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$8,729,856J 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) 252,477
2 Check right arrow.............
3 Interest on savings and temporary cash investments 743 743  
4 Dividends and interest from securities... 67,982 67,982  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,468
b Gross sales price for all assets on line 6a 843,265
7 Capital gain net income (from Part IV, line 2)... 43,468
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).......      
12 Total. Add lines 1 through 11........ 364,670 112,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,644 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,894 0   0
25 Contributions, gifts, grants paid....... 2,900,941 2,900,941
26 Total expenses and disbursements. Add lines 24 and 25 2,902,835 0   2,900,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,538,165
b Net investment income (if negative, enter -0-) 112,193
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............. 151,196 204,791 204,791
2 Savings and temporary cash investments......... 1,784,388 313,563 313,563
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,225,375 Click to see attachment
List of Attached Documents:
// Content
3,514,752 		8,211,502
c Investments—corporate bonds (attach schedule).......      
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,160,959 4,033,106 8,729,856
Liabilities 17 Accounts payable and accrued expenses.......... 5,000 415,312
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 5,000 415,312
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........... 6,155,959 3,617,794
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)..... 6,155,959 3,617,794
30 Total liabilities and net assets/fund balances (see instructions). 6,160,959 4,033,106
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
6,155,959
2
Enter amount from Part I, line 27a .....................
2
-2,538,165
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,617,794
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
3,617,794
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 ACCENTURE PLC A P 2016-07-06 2023-12-27
b AON PLC P 2016-05-24 2023-12-27
c APPLE INC P 2016-03-28 2023-12-27
d ADOBE SYSTEMS INC P 2022-01-06 2023-12-27
e AMAZON.COM INC P 2021-11-18 2023-12-27
BOOZ ALLEN HAMILTON HOLDING CORP P 2021-11-18 2023-12-27
COPART INC P 2022-01-06 2023-12-27
COSTAR GROUP INC P 2022-12-20 2023-12-27
DANAHER CORP P 2016-03-14 2023-12-27
DEXCOM INC P 2022-01-06 2023-12-27
ALPHABET INC A P 2022-12-20 2023-12-27
GUIDEWIRE SOFTWARE INC P 2016-12-21 2023-12-27
INTCNTL EXCHANGE P 2022-12-20 2023-12-27
IDEXX LABORATORIES INC P 2022-01-06 2023-12-27
LIVE NATION ENTERTAINMENT INC P 2022-01-06 2023-12-27
MASTERCARD INC A P 2022-01-06 2023-12-27
MICROCHIP TECHNOLOGY INC P 2019-08-26 2023-12-27
MICROCHIP TECHNOLOGY INC P 2022-01-06 2023-12-27
MICROSOFT CORP P 2015-11-10 2023-12-27
NEOGEN CORP P 2023-04-26 2023-12-27
INSULET CORP P 2021-11-18 2023-12-27
POOL CORP P 2022-01-06 2023-12-27
RESMED INC P 2022-01-06 2023-12-27
STRYKER CORP P 2022-01-06 2023-12-27
TYLER TECHNOLOGIES INC P 2022-01-06 2023-12-27
UNITEDHEALTH GROUP INC P 2016-11-11 2023-12-27
WATSCO INC P 2016-12-21 2023-12-27
WEST PHARMACEUTICAL SERVICES INC P 2022-12-20 2023-12-27
ZOETIS INC P 2022-01-06 2023-12-27
AMERICAN TOWER CORP P 2016-05-24 2023-12-27
EDWARDS LIFESCIENCES CORP P 2020-07-21 2023-12-27
ARISTA NETWORKS INC P 2022-01-06 2023-12-27
PURE STORAGE INC P 2021-10-20 2023-12-27
SPROUT SOCIAL INC P 2022-12-20 2023-12-27
VERALTO CORP P 2016-03-14 2023-12-27
VERALTO CORP P 2015-08-27 2023-12-27
ACCENTURE PLC A P 2016-07-06 2023-12-27
AON PLC P 2016-05-24 2023-12-27
APPLE INC P 2016-03-28 2023-12-27
ADOBE SYSTEMS INC P 2022-01-06 2023-12-27
AMAZON.COM INC P 2021-11-18 2023-11-29
BOOZ ALLEN HAMILTON HOLDING CORP P 2021-11-18 2023-11-29
COPART INC P 2022-01-06 2023-11-29
COSTAR GROUP INC P 2022-06-17 2023-11-29
DANAHER CORP P 2022-01-06 2023-11-29
DANAHER CORP P 2016-03-14 2023-11-29
DEXCOM INC P 2022-01-06 2023-11-29
ALPHABET INC A P 2011-10-19 2023-11-29
GUIDEWIRE SOFTWARE INC P 2016-12-21 2023-11-29
INTCNTL EXCHANGE P 2015-07-31 2023-11-29
INTCNTL EXCHANGE P 2016-07-12 2023-11-29
IDEXX LABORATORIES INC P 2022-01-06 2023-11-29
LIVE NATION ENTERTAINMENT INC P 2022-01-06 2023-11-29
MASTERCARD INC A P 2022-01-06 2023-11-29
MICROCHIP TECHNOLOGY INC P 2022-01-06 2023-11-29
MICROSOFT CORP P 2015-11-10 2023-11-29
NEOGEN CORP P 2023-04-26 2023-11-29
INSULET CORP P 2021-11-18 2023-11-29
POOL CORP P 2022-01-06 2023-11-29
RESMED INC P 2022-12-20 2023-11-29
STRYKER CORP P 2022-01-06 2023-11-29
TYLER TECHNOLOGIES INC P 2022-01-06 2023-11-29
UNITEDHEALTH GROUP INC P 2016-11-11 2023-11-29
WATSCO INC P 2016-12-21 2023-11-29
WEST PHARMACEUTICAL SERVICES INC P 2017-09-21 2023-11-29
ZOETIS INC P 2022-01-06 2023-11-29
AMERICAN TOWER CORP P 2016-05-24 2023-11-29
AMERICAN TOWER CORP P 2022-01-06 2023-11-29
EDWARDS LIFESCIENCES CORP P 2020-07-21 2023-11-29
EDWARDS LIFESCIENCES CORP P 2022-12-20 2023-11-29
ARISTA NETWORKS INC P 2022-01-06 2023-11-29
PURE STORAGE INC P 2021-10-20 2023-11-29
SPROUT SOCIAL INC P 2022-06-17 2023-11-29
VERALTO CORP P 2022-01-06 2023-11-29
VERALTO CORP P 2016-03-14 2023-11-29
WORKDAY INC P 2022-01-06 2023-10-23
VERALTO CORP P 2015-09-29 2023-10-04
VERALTO CORP P 2015-08-31 2023-10-04
VERALTO CORP P 2015-08-28 2023-10-04
VERALTO CORP P 2015-08-27 2023-10-04
VERALTO CORP P 2015-08-27 2023-10-04
VERALTO CORP P 2016-03-14 2023-10-04
VERALTO CORP P 2022-01-06 2023-10-04
CHEWY INCCL A P 2021-10-20 2023-04-26
CHEWY INCCL A P 2020-06-23 2023-04-26
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,842   2,832 6,010
b 8,659   3,199 5,460
c 9,632   1,316 8,316
d 8,934   7,800 1,134
e 9,214   11,029 -1,815
6,366   4,397 1,969
4,882   3,542 1,340
8,276   7,295 981
6,966   1,852 5,114
6,158   6,150 8
8,413   5,304 3,109
7,156   3,347 3,809
6,374   5,042 1,332
8,321   8,798 -477
6,959   8,964 -2,005
8,485   7,383 1,102
3,179   1,481 1,698
2,271   2,138 133
7,476   1,071 6,405
5,135   4,226 909
5,558   7,634 -2,076
8,069   10,578 -2,509
8,583   12,299 -3,716
5,969   5,445 524
6,207   7,445 -1,238
7,812   2,195 5,617
10,694   3,776 6,918
8,877   5,691 3,186
9,794   10,910 -1,116
9,736   4,713 5,023
5,335   5,308 27
8,312   4,663 3,649
5,350   3,924 1,426
6,255   5,686 569
3,860   1,143 2,717
290   83 207
8,381   2,832 5,549
8,037   2,666 5,371
14,327   1,975 12,352
15,589   13,000 2,589
22,836   28,491 -5,655
9,344   6,595 2,749
10,116   7,084 3,032
10,511   7,094 3,417
11,162   13,355 -2,193
1,116   309 807
10,337   11,070 -733
13,619   1,479 12,140
10,028   5,149 4,879
4,513   1,825 2,688
3,949   1,824 2,125
14,127   17,596 -3,469
10,511   14,940 -4,429
20,964   18,825 2,139
12,621   12,831 -210
18,995   2,678 16,317
8,430   8,452 -22
9,609   15,268 -5,659
12,270   18,511 -6,241
12,122   15,693 -3,571
11,731   10,889 842
10,251   12,408 -2,157
13,436   3,658 9,778
17,214   6,797 10,417
8,793   2,357 6,436
13,244   16,366 -3,122
5,177   2,618 2,559
10,353   13,181 -2,828
1,701   1,896 -195
6,804   7,409 -605
7,767   4,663 3,104
9,546   6,540 3,006
8,751   7,973 778
1,240   1,770 -530
2,486   820 1,666
101,086   120,523 -19,437
6   2 4
5   2 3
18   5 13
8   2 6
2   1 1
11   3 8
2   3 -1
45,094   95,143 -50,049
42,626   66,567 -23,941
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,010
b       5,460
c       8,316
d       1,134
e       -1,815
      1,969
      1,340
      981
      5,114
      8
      3,109
      3,809
      1,332
      -477
      -2,005
      1,102
      1,698
      133
      6,405
      909
      -2,076
      -2,509
      -3,716
      524
      -1,238
      5,617
      6,918
      3,186
      -1,116
      5,023
      27
      3,649
      1,426
      569
      2,717
      207
      5,549
      5,371
      12,352
      2,589
      -5,655
      2,749
      3,032
      3,417
      -2,193
      807
      -733
      12,140
      4,879
      2,688
      2,125
      -3,469
      -4,429
      2,139
      -210
      16,317
      -22
      -5,659
      -6,241
      -3,571
      842
      -2,157
      9,778
      10,417
      6,436
      -3,122
      2,559
      -2,828
      -195
      -605
      3,104
      3,006
      778
      -530
      1,666
      -19,437
      4
      3
      13
      6
      1
      8
      -1
      -50,049
      -23,941
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 43,468
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 1,559
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 1,559
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 1,559
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,968
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 1,968
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 10 409
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow409 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowE DAVID COOLIDGE III Telephone no.right arrow (312) 236-1600

Located atright arrow150 N RIVERSIDECHICAGOIL ZIP+4right arrow606065307
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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
E DAVID COOLIDGE III PRESIDENT/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
BRENT GLEDHILL DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
STEPHANIE BRAMING TREASURER/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
LAURA COY SECRETARY/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
KEVIN CUNNINGHAM DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS SEE SCHEDULE ATTACHED 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,962,259
b
Average of monthly cash balances.......................
1b
341,774
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,304,033
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
8,304,033
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
124,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,179,473
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
408,974
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
408,974
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,559
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,559
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
407,415
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
407,415
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
407,415
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
2,900,941
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
2,900,941
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 7 407,415
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...... 759,321
b From 2019...... 1,236,951
c From 2020...... 1,742,848
d From 2021...... 2,769,384
e From 2022...... 2,266,127
f Total of lines 3a through e ........ 8,774,631
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,900,941
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..... 407,415
e Remaining amount distributed out of corpus 2,493,526
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 11,268,157
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) ... 		759,321
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,508,836
10 Analysis of line 9:
a Excess from 2019.... 1,236,951
b Excess from 2020.... 1,742,848
c Excess from 2021.... 2,769,384
d Excess from 2022.... 2,266,127
e Excess from 2023.... 2,493,526
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:
E DAVID COOLIDGE III CO WILLIAM BLA
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
(312) 236-1600
bThe form in which applications should be submitted and information and materials they should include:
LETTER WITH GENERAL DESCRIPTION OF ORGANIZATION AND ITS SPECIAL PURPOSE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ACTIVITIES SHOULD HAVE A SIGNIFICANT IMPACT IN THE CHICAGO METROPOLITAN AREA
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

SEE ATTACHED LISTING

VARIOUS
CHICAGO,IL60606 		    GENERAL PURPOSES 2,900,941
Total .................................right arrow 3a 2,900,941
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 743  
4 Dividends and interest from securities ....     14 67,982  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 43,468  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 112,193 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
112,193
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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 GeneralExplanationAttachment
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Identifier Return Reference Explanation
FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT WILLIAM BLAIR & COMPANY FOUNDATION 2023 CONTRIBUTIONS NAME AMOUNT CHECK DATESTAAR OVARIAN CANCER 1,500.00 1/5/2023EMORY UNIVERSITY 7,500.00 1/10/2023INTERNATIONAL RESCUE COMMITTEE INC 10,000.00 1/10/2023MEALS ON WHEELS ATLANTA 2,500.00 1/10/2023SOCIAL VENTURE PARTNERS CHICAGO 5,000.00 1/11/2023BOSTON PRIVATE INDUSTRY COUNCIL INC THE 12,500.00 1/17/2023GENERATION CITIZEN INC 12,500.00 1/17/2023SAFE ALLIANCE INC 15,000.00 1/17/2023THE ST PAULS SCHOOLS INC 15,000.00 1/17/2023CHI-CARE 50,000.00 1/20/2023GREENWOOD PROJECT 50,000.00 1/20/2023IMENTOR 100,000.00 1/20/2023SHOWER UP 50,000.00 1/20/2023THE GROWHAUS 5,000.00 1/23/2023YWCA METROPOLITAN CHICAGO 100,000.00 1/23/2023LENOX HILL NEIGHBORHOOD HOUSE INC 20,000.00 1/24/2023ST MARK COMMUNITY EDUCATION PROGRAM INC 5,000.00 1/24/2023UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 25,000.00 1/24/2023BREAKTHROUGH ATLANTA INC 15,000.00 1/25/2023HOMEWOOD - FLOSSMOOR KINGS YOUTH FOOTBALL 5,000.00 1/25/2023UNION LEAGUE BOYS & GIRLS CLUBS 3,526.00 1/31/2023BOSTON PRIVATE INDUSTRY COUNCIL INC THE 1,100.00 2/1/2023BREAKTHROUGH ATLANTA INC 1,400.00 2/1/2023BRIDGES BALTIMORE INC 1,700.00 2/1/2023CHI-CARE 6,900.00 2/1/2023CITY YEAR INC. 900.00 2/1/2023GREENWOOD PROJECT 10,400.00 2/1/2023IMENTOR 8,000.00 2/1/2023LENOX HILL NEIGHBORHOOD HOUSE INC 1,400.00 2/1/2023SAFE ALLIANCE INC 1,700.00 2/1/2023SHOWER UP 6,900.00 2/1/2023SPECIAL OLYMPICS MARYLAND INC. 1,000.00 2/1/2023THE GROWHAUS 500.00 2/1/2023UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 600.00 2/1/2023YWCA METROPOLITAN CHICAGO 5,100.00 2/1/2023CHICAGOLAND ENTREPRENEURIAL CENTER 10,000.00 2/2/2023LINK UNLIMITED SCHOLARS 5,000.00 2/2/2023CHICAGO ROWING FOUNDATION 5,000.00 2/4/2023CHICAGO CHILDREN'S CHOIR 10,000.00 2/7/2023YOUTH GUIDANCE 2,500.00 2/7/2023CHICAGO BOTANIC GARDEN 10,000.00 2/10/2023EVOLVED NETWORK NFP 5,000.00 2/24/2023NEW YORK JUNIOR TENNIS LEAGUE INC 500.00 2/27/2023LAKE FOREST OPEN LANDS ASSOCIATION 5,000.00 2/28/2023VETERANS BRIDGE HOME 2,500.00 3/2/2023MAKERGIRL 3,220.00 3/6/2023FRIENDS OF THE CHICAGO RIVER 5,000.00 3/9/2023OUT IN FINANCE 1,500.00 3/10/2023IT TAKES A VILLAGE CHICAGO INC 5,000.00 3/22/2023GENDERCOOL PROJECT 5,000.00 3/23/2023CITY YEAR INC. 1,000.00 3/24/2023RUSH UNIVERSITY MEDICAL CENTER 10,000.00 3/25/2023BOOK EM 2,500.00 3/28/2023UNIVERSITY OF RICHMOND 1,000.00 3/28/2023METRO CARING 5,000.00 3/29/2023METRO SQUASH NFP 3,500.00 4/10/2023THOMAS J. ZANIOS MEMORIAL III FOUNDATION 288.00 4/10/2023EVANSTON COMMUNITY FOUNDATION INC 3,000.00 4/12/2023MEMORIAL SLOAN KETTERING CANCER CENTER 2,000.00 4/12/2023LENOX HILL NEIGHBORHOOD HOUSE INC 5,000.00 4/17/2023CHICAGO SYMPHONY ORCHESTRA 1,000.00 4/18/2023CITY YEAR INC. 5,000.00 4/20/2023ONE MISSION INC 5,000.00 4/24/2023HUBBARD STREET DANCE CHICAGO INC 10,000.00 4/25/2023MARYLAND SPCA INC 5,100.00 4/25/2023URBAN INITIATIVES INC 2,500.00 4/25/2023AROSE FOUNDATION 10,000.00 4/28/2023ASSOCIATED COLLEGES OF ILLINOIS INC 500.00 5/1/2023THE RYAN LICHT SANG BIPOLAR FOUNDATION INC 2,500.00 5/5/2023ONE PLYMPTON PRESERVATION FOUNDATION INC 10,000.00 5/7/2023RAVINIA FESTIVAL ASSOCIATION 2,600.00 5/9/2023HORIZONS FOR YOUTH 3,500.00 5/11/2023METRO SQUASH NFP 1,500.00 5/11/2023CIVIC LEADERSHIP FOUNDATION 5,000.00 5/15/2023HENDRIX COLLEGE 5,000.00 5/15/2023HUDSON COUNTY COURT APPOINTED SPECIAL ADVOCATES 500.00 5/16/2023HIPPOCRATIC CANCER RESEARCH FOUNDATION INC 5,000.00 5/17/2023NEW MOMS INC 1,000.00 5/22/2023HEAR SCHOLARSHIP FOUNDATION INC 5,000.00 5/30/2023GREATER HORIZONS 2,138.95 5/31/2023JEWISH UNITED FUND OF METROPOLITAN CHICAGO 2,500.00 6/1/2023JOHNS HOPKINS UNIVERSITY 2,500.00 6/2/2023JEWISH UNITED FUND OF METROPOLITAN CHICAGO 2,500.00 6/6/2023STARTOUT 10,000.00 6/6/2023CRADLES TO CRAYONS INC 5,000.00 6/9/2023CRADLES TO CRAYONS INC 10,000.00 6/9/2023GUS GIORDANOS JAZZ DANCE CHICAGO INC 2,500.00 6/9/2023SAN FRANCISCO CONSERVATORY OF MUSIC INC 10,000.00 6/12/2023ST RITA OF CASCIA HIGH SCHOOL CORPORATION 1,030.00 6/12/2023CHICAGO VIDEO PROJECT 6,000.00 6/22/2023IMENTOR 10,000.00 6/26/2023THE DENVER HEALTH FOUNDATION 5,000.00 6/26/2023NEW HAMPSHIRE CHILDRENS TRUST INC 2,500.00 6/28/2023JOEYS WINGS FOUNDATION 2,500.00 7/5/2023BY THE HAND CLUB FOR KIDS 10,000.00 7/6/2023HOWARD BROWN HEALTH CENTER 2,000.00 7/12/2023JOSEPHINUM ACADEMY 2,500.00 7/18/2023EVOLVED NETWORK NFP 2,000.00 7/20/2023EVANS SCHOLARS FOUNDATION 10,000.00 7/25/2023CLIMATE VAULT INC 730.24 7/27/2023CRADLES TO CRAYONS INC 5,000.00 7/27/2023JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION 1,000.00 8/4/2023BERNIE'S BOOK BANK 5,000.00 8/9/2023PROJECT HEALING HEROES DBA COMBATPTSD.ORG 500.00 8/9/2023GARFIELD PARK CONSERVATORY ALLIANCE 5,000.00 8/10/2023CITY YEAR INC. 2,500.00 8/14/2023SAFE ALLIANCE INC 2,500.00 8/16/2023THE AMERICAN VISIONARY ART MUSEUM INC 10,000.00 8/16/2023NATIONAL RUNAWAY SWITCHBOARD 5,070.00 8/17/2023GIRLS WHO INVEST INC 25,000.00 8/22/2023WILLIAM GUY FORBECK RESEARCH FOUNDATION 5,169.68 8/22/2023HIPPOCRATIC CANCER RESEARCH FOUNDATION INC 5,000.00 8/23/2023GUS GIORDANOS JAZZ DANCE CHICAGO INC 1,800.00 8/25/2023CHICAGO BOTANIC GARDEN 2,000.00 8/30/2023HEAR SCHOLARSHIP FOUNDATION INC 5,000.00 9/1/2023WILLOW CREEK RANCH INC 10,000.00 9/1/2023GRANT PARK ORCHESTRAL ASSOCIATION 2,500.00 9/5/2023LAKE COUNTY COMMUNITY FOUNDATION 5,000.00 9/5/20233ARTS INC 2,000.00 9/6/2023CHICAGO PUBLIC EDUCATION FUND 12,500.00 9/6/2023FIELD MUSEUM OF NATURAL HISTORY 10,000.00 9/6/2023PROJECT ANGEL HEART 5,000.00 9/6/2023PROJECT REDWOOD 5,000.00 9/8/2023GIRLS ON THE RUN CHICAGO INC 3,500.00 9/11/2023POLYPHONY HS 3,500.00 9/11/2023THE JOSSELYN CENTER NFP 3,000.00 9/11/2023BLACK WEALTH SUMMIT INC 2,500.00 9/12/2023MACEDONIA 2025 2,000.00 9/14/2023SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC 2,500.00 9/14/2023WORKING IN THE SCHOOLS (WITS) 10,000.00 9/14/2023ANTI-DEFAMATION LEAGUE 250.00 9/15/2023COLLEGE POSSIBLE 5,000.00 9/20/2023FIRST FRUITS FARM INC 1,000.00 9/20/2023LA RABIDA CHILDRENS HOSPITAL 10,000.00 9/20/2023COMMIT-2-CHANGE INC 3,750.00 9/21/2023GREATER HORIZONS 614.05 9/22/2023DANIEL MURPHY SCHOLARSHIP FUND 10,000.00 9/25/2023EVANS SCHOLARS FOUNDATION 2,500.00 9/28/2023GREATER HORIZONS 350.00 9/29/2023WALTERS ART MUSEUM 5,000.00 10/3/2023WESLEYAN UNIVERSITY 5,000.00 10/3/2023THE GRACE NETWORK 10,000.00 10/9/2023PACTT LEARNING CENTER 2,100.00 10/15/2023CHICAGO CENTER FOR ARTS AND TECHNOLOGY INC 1,880.00 10/17/2023ANN & ROBERT H LURIE CHILDRENS HOSPITAL 2,500.00 10/19/2023RUSH UNIVERSITY MEDICAL CENTER 10,000.00 10/19/2023CITY YEAR INC. 1,500.00 10/20/2023DUKE UNIVERSITY 10,000.00 10/26/2023THE DETROIT INSTITUTE OF ARTS 20,000.00 10/26/2023CHINESE MUTUAL AID ASSOCIATION INC 2,000.00 11/3/2023CRISTO REY JESUIT HIGH SCHOOL 2,500.00 11/3/2023MPN RESEARCH FOUNDATION 10,000.00 11/3/2023UNIVERSITY OF EDINBURGH USA DEVELOPMENT TRUST 7,000.00 11/3/2023BETTER DATA INITIATIVE INCORPORATED 10,000.00 11/6/2023A BETTER CHICAGO 10,000.00 11/8/2023BOYS & GIRLS CLUBS OF AMERICA 10,000.00 11/8/2023READING PARTNERS 10,000.00 11/13/2023LEAP LEARNING SYSTEMS 10,000.00 11/15/2023PENN STATE UNIVERSITY 6,667.00 11/15/2023COLLEGE POSSIBLE 10,000.00 11/16/2023CRISTO REY ATLANTA JESUIT HIGH SCHOOL 10,000.00 11/16/2023HOWARD BROWN HEALTH CENTER 1,500.00 11/16/2023ASSOCIATED JEWISH COMMUNITY FEDERATION 8,500.00 11/17/2023PLATTEFORUM 2,500.00 11/20/2023KOHL CHILDRENS MUSEUM OF GREATER CHICAGO INC 10,000.00 11/22/2023ELMHURST COLLEGE 2,500.00 11/24/2023WORKING IN THE SCHOOLS (WITS) 500.00 11/27/2023CHICAGO JESUIT ACADEMY 10,000.00 11/28/2023COMMUNITY ALTERNATIVES UNLIMITED 10,000.00 11/28/2023FACING FORWARD TO END HOMELESSNESS 5,000.00 11/28/2023LUMA8 5,000.00 11/28/2023CAREERSPRING FOUNDATION 1,000.00 11/29/2023CIVIC LEADERSHIP FOUNDATION 5,000.00 11/30/2023IMPACTISRAEL INC 10,000.00 11/30/2023MACCABI USA INC 125.00 11/30/2023ONEGOAL 10,000.00 11/30/2023CHICAGO PUBLIC MEDIA INC 5,000.00 12/1/2023CROSSROADS FOR KIDS INC 1,500.00 12/1/2023JDRF INTERNATIONAL 10,000.00 12/1/2023OMNI YOUTH SERVICES INC 500.00 12/1/2023ANN & ROBERT H LURIE CHILDRENS HOSPITAL 1,000.00 12/4/2023MARYLAND SPCA INC 515.00 12/5/2023MAYWOOD FINE ARTS ASSOCIATION 10,000.00 12/5/2023DREW WYNNE FOUNDATION 10,000.00 12/6/2023NEXUS FOUNDATION FOR FAMILY HEALING 2,500.00 12/6/2023YMCA OF SAN FRANCISCO & MARIN 1,125.00 12/6/2023CHICAGO CHILDRENS MUSEUM 10,000.00 12/7/2023CROSSROADS FOR KIDS INC 10,000.00 12/7/2023ILLINOIS LIBRARY ASSOCIATION 250.00 12/7/2023SCHOLARS OF FINANCE 250.00 12/7/2023NAVY PIER INC 3,350.00 12/8/2023BERWYN PUBLIC ART INITIATIVE NFP 1,100.00 12/11/2023GASTRO-INTESTINAL RESEARCH FOUNDATION INC 10,000.00 12/12/2023LAKE COUNTY COMMUNITY FOUNDATION 10,000.00 12/12/2023NEXUS-WOODBOURNE FAMILY HEALING 500.00 12/12/2023THE WATER TRUST INC 10,000.00 12/12/2023CHICAGO COMMUNITY FOUNDATION 25,000.00 12/13/2023COVENANT HOUSE ILLINOIS INC 10,000.00 12/13/2023GENERATION CITIZEN INC 2,500.00 12/13/2023THE BASEBALL INC 2,500.00 12/13/2023BEAT THE STREETS - CHICAGO 500.00 12/15/2023BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC 2,500.00 12/15/2023WORLD BUSINESS CHICAGO 1,207.66 12/15/2023BEBER CAMP 5,000.00 12/18/2023EASTER SEALS DUPAGE & FOX VALLEY 10,000.00 12/18/2023EVANS SCHOLARS FOUNDATION 2,500.00 12/18/2023UNIVERSITY OF GEORGIA FOUNDATION 10,000.00 12/18/2023BOYS AND GIRLS CLUB OF LAKE COUNTY 500.00 12/20/2023COMMUNITY FOUNDATION OF GREENVILLE INC 3,000.00 12/20/2023KIDS ABOVE ALL ILLINOIS 7,500.00 12/20/2023BEDFORD HISTORICAL SOCIETY 3,767.00 12/21/2023CHICAGO HISTORICAL SOCIETY 5,000.00 12/21/2023EMORY UNIVERSITY 7,500.00 12/21/2023EVANS SCHOLARS FOUNDATION 8,000.00 12/21/2023UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 10,000.00 12/21/2023CONNECTIONS MENTOR INC 2,500.00 12/22/2023ST AMBROSE UNIVERSITY 5,000.00 12/22/2023UNIVERSITY OF CHICAGO 1,200.00 12/22/2023UNIVERSITY OF NEBRASKA FOUNDATION 2,500.00 12/22/2023GLOBAL CHARITABLE FUND 25,000.00 12/25/2023ADLER PLANETARIUM 2,500.00 12/26/2023FIELD MUSEUM OF NATURAL HISTORY 2,500.00 12/26/2023PROJECT HEALING HEROES DBA COMBATPTSD.ORG 5,000.00 12/26/2023PIRATES INC 500.00 12/28/2023UNIVERSITY OF ILLINOIS FOUNDATION 7,300.00 12/28/2023ADVOCATE CHARITABLE FOUNDATION 2,500.00 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 3,941.29 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 235,689.66 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 161,719.29 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 5,000.00 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 254,876.42 12/29/2023ART INSTITUTE OF CHICAGO 1,500.00 12/29/2023ST MARK COMMUNITY EDUCATION PROGRAM INC 500.00 12/29/2023THE UK ONLINE GIVING FOUNDATION 3,961.59 12/29/2023AMERICAN ONLINE GIVING FOUNDATION 539,027.00 12/31/2023CHARITABLE GIVING LTD 338.00 12/31/2023GLOBAL CHARITABLE FUND 152.00 12/31/2023* THE UK ONLINE GIVING FOUNDATION 34,982.00 12/31/2023* THE UK ONLINE GIVING FOUNDATION 99,180.00 12/31/2023TOTAL 2,900,940.83 * THE FOUNDATION RELIED UPON A THIRD PARTY EQUIVALENCY DETERMINATION OFA FOREIGN CHARITY, THE UK ONLINE GIVING FOUNDATION, TO SATISFY THEREQUIREMENTS DESCRIBED IN REG 53.4945-5(A)(5). THIS CHARITY ISTHEREFORE LISTED AS "PC" AS THE FOUNDATION STATUS OF THE RECIPIENTIN THE GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR.

TY 2023 InvestmentsCorpStockSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INVESTMENTS 3,514,752 8,211,502

TY 2023 OtherExpensesSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IL CHARITY BUREAU FUND 15 0   0
ADMINISTRATIVE FEES 235 0   0


TY 2023 TaxesSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - FEDERAL GOVERNMENT 1,644 0   0