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
IMC CHICAGO CHARITABLE FOUNDATION
 
% LISA WIERSMA
Number and street (or P.O. box number if mail is not delivered to street address)233 S WACKER DRIVE STE 4300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

26-1416954
B Telephone number (see instructions)

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$43,127,707J 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) 22,416,155
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,043,987 1,043,987 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
733,294
b Gross sales price for all assets on line 6a 8,423,825
7 Capital gain net income (from Part IV, line 2)... 733,294
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,898 0 0
12 Total. Add lines 1 through 11........ 24,198,334 1,777,281 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 391,895 15,676 0 376,219
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 119,755 4,790 0 114,965
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,462 2,823 0 35,639
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
126,427 123,302 0 3,125
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,040 8,000 0 40
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 50,327 0 0 50,327
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
150,919 114 0 150,805
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 885,825 154,705 0 731,120
25 Contributions, gifts, grants paid....... 17,690,081 17,690,081
26 Total expenses and disbursements. Add lines 24 and 25 18,575,906 154,705 0 18,421,201
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,622,428
b Net investment income (if negative, enter -0-) 1,622,576
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   46,898 46,898
2 Savings and temporary cash investments......... 1,365,630 251,200 251,200
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 13,220,812 Click to see attachment
List of Attached Documents:
// Content
13,416,862 		12,750,561
b Investments—corporate stock (attach schedule)....... 3,985,815 Click to see attachment
List of Attached Documents:
// Content
6,747,603 		8,803,795
c Investments—corporate bonds (attach schedule)....... 9,631,600 Click to see attachment
List of Attached Documents:
// Content
16,588,396 		16,380,820
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,158,552 Click to see attachment
List of Attached Documents:
// Content
3,541,325 		3,701,271
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,159,070 		Click to see attachment
List of Attached Documents:
// Content
1,193,162 		Click to see attachment
List of Attached Documents:
// Content
1,193,162
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,521,479 41,785,446 43,127,707
Liabilities 17 Accounts payable and accrued expenses.......... 0 578,112
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 578,112
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 35,341,479 41,207,334
27 Paid-in or capital surplus, or land, bldg., and equipment fund 180,000  
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 35,521,479 41,207,334
30 Total liabilities and net assets/fund balances (see instructions). 35,521,479 41,785,446
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
35,521,479
2
Enter amount from Part I, line 27a .....................
2
5,622,428
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
63,427
4
Add lines 1, 2, and 3 ..........................
4
41,207,334
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,207,334
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 PUBLICLY TRADED SECURITITES P 2015-01-01 2023-12-31
b PUBLICLY TRADED SECURITITES LT DISALLOWED LOSSES P 2015-01-01 2023-12-31
c
d
e
(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 8,421,672 0 7,690,531 731,141
b 2,153 0 0 2,153
c
d
e
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       731,141
b       2,153
c
d
e
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 2 733,294
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 22,554
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  
3 Add lines 1 and 2........................... 3 22,554
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,554
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,162
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,162
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,392
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.IMC.COM US FOUNDATION
14
The books are in care ofright arrowIMC CHICAGO CHARITABLE FOUNDATION Telephone no.right arrow (312) 244-3300

Located atright arrow233 S WACKER DRIVE STE 4300CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LISA WIERSMAClick to see attachment
List of Attached Documents:
// Content
DIRECTOR FOUNDATION MANAGER
35.00 		79,200 11,889 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ADAM ARENTSClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
40.00 		110,000 38,156 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
OSIAS LILIANClick to see attachment
List of Attached Documents:
// Content
TREASURER DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ROBERT LEVClick to see attachment
List of Attached Documents:
// Content
ASSISTANT SECRETARY
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ANDREW LARSEClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		23,484 29,183 0
4724 SEELEY AVE
DOWNERS GROVE,IL60515
PAUL JIGANTIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
SUNDEEP KHIANIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
2031 N BISSELL ST
CHICAGO,IL606144205
ANDREW STEVENSClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
CHRISTINE HANSENClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
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
ANDREA BREWSTER ENGAGEMENT MANAGER
40.00 		103,000 12,222 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
Total number of other employees paid over $50,000...................right arrow  
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
GOLDMAN SACHS CO INVESTMENT MANAGEMENT FEES 123,302
25 BRITISH AMERICAN BLVD
LATHAM,NY12110
Total number of others receiving over $50,000 for professional services.............right arrow  
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 SUPPLIES PURCHASED AND DONATED TO SCHOOLS AND YOUTH DEVELOPMENT NONPROFITS. 18,014
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 BENEFIT CHICAGO IS MOBILIZING $34,093 IN IMPACT INVESTMENTS TO FINANCE THE GROWTH OF IMPACT ENTERPRISES THROUGHOUT THE CHICAGO REGION TO: BUILD WEALTH CREATE JOBS AND ENHANCE JOB READINESS. IMC CHICAGO CHARITABLE FOUNDATION MADE AN IMPACT INVESTMENT TO SUPPORT THIS INITIATIVE. 34,093
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow34,093
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
40,092,867
b
Average of monthly cash balances.......................
1b
2,088,193
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,181,060
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
42,181,060
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
632,716
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,548,344
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,077,417
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
2,077,417
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,554
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
22,554
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,054,863
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,054,863
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
2,054,863
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
18,421,201
b
Program-related investments—total from Part VIII-B..................
1b
34,093
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
18,455,294
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 2,054,863
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,843,322
b From 2019...... 3,916,801
c From 2020...... 13,157,446
d From 2021...... 8,802,045
e From 2022...... 9,176,299
f Total of lines 3a through e ........ 37,895,913
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 18,455,294
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 2,054,863
e Remaining amount distributed out of corpus 16,400,430
5 Excess distributions carryover applied to 2023.    
(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 54,296,343
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...... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,843,322
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		51,453,021
10 Analysis of line 9:
a Excess from 2019.... 3,916,801
b Excess from 2020.... 13,157,446
c Excess from 2021.... 8,802,045
d Excess from 2022.... 9,176,299
e Excess from 2023.... 16,400,430
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
AMERICAN ONLINE GIVING FOUNDATION


40 EAST MAIN STREET SUITE 887
NEWARK,DE19711 		No Relationship PC DISTRIBUTED TO PUBLIC CHARITIES VIA BENEVITY GRANTS PLATFORM 12,835,840
ROOM TO READ


465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104 		No Relationship PC EDUCATION 4,346,667
UNIVERSITY OF CHICAGO


5235 SOUTH HARPER COURT 4TH FLOOR
CHICAGO,IL60615 		No Relationship PC VIOLENCE PREVENTION 200,000
YEAR UP INC


45 MILK STREET 9TH FLOOR
BOSTON,MA02109 		No Relationship PC EDUCATION 29,700
NORTHWESTERN UNIVERSITY


1201 DAVIS ST RM 1 400
EVANSTON,IL60208 		No Relationship PC EDUCATION 25,000
SPECIAL CHILDRENS CHARITIES


2 E 8TH STREET
CHICAGO,IL60605 		No Relationship PC GENERAL 13,650
SHIRLEY RYAN ABILITYLAB


355 E ERIE STREET
CHICAGO,IL60611 		No Relationship PC GENERAL 11,996
CHILDRENS ONCOLOGY SERVICES INC


213 WEST INSTITUTE PLACE SUITE 306
CHICAGO,IL60610 		No Relationship PC GENERAL 11,947
PROJECT VISION INC


236 W 22ND PL
CHICAGO,IL606161902 		No Relationship PC GENERAL 11,586
BEST BUDDIES INTERNATIONAL INC


100 SOUTHEAST 2ND ST SUITE 2200
MIAMI,FL33131 		No Relationship PC GENERAL 10,804
ALZHEIMER'S ASSOCIATION


225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		No Relationship PC GENERAL 10,560
ST JUDE CHILDREN'S RESEARCH HOSPIT


501 ST JUDE PLACE
MEMPHIS,TN38105 		No Relationship PC GENERAL 10,500
NOURISHING HOPE


1716 W HUBBARD ST
CHICAGO,IL60622 		No Relationship PC GENERAL 10,100
AUTISM SPEAKS


1 EAST 33RD STREET 4TH FLOOR
NEW YORK,NY10016 		No Relationship PC GENERAL 10,000
DANIEL MURPHY SCHOLARSHIP FUND


309 WEST WASHINGTON SUITE 1250
CHICAGO,IL60606 		No Relationship PC EDUCATION 10,000
DONORSCHOOSE


134 WEST 37TH ST FLOOR 11
NEW YORK,NY10018 		No Relationship PC GENERAL 8,804
GIVEWELL


1714 FRANKLIN STREET 100335
OAKLAND,CA94612 		No Relationship PC GENERAL 7,210
SEMA FOUNDATION


325 N AUSTIN DR 4
CHANDLER,AZ85226 		No Relationship PC GENERAL 7,000
CHICAGO PARKS FOUNDATION


541 N FAIRBANKS COURT
CHICAGO,IL60611 		No Relationship PC GENERAL 6,859
RONALD MCDONALD HOUSE CHARITIES


1301 W 22ND STREET SUITE 905
OAK BROOK,IL60523 		No Relationship PC GENERAL 6,820
THE LIFE YOU CAN SAVE


PO BOX 2135
NOVATO,CA94948 		No Relationship PC GENERAL 6,695
CHICAGO LIGHTS


126 E CHESTNUT ST
CHICAGO,IL60611 		No Relationship PC GENERAL 5,000
CYSTIC FIBROSIS FOUNDATION


4550 MONTGOMERY AVE STE 1100N
BETHESDA,MD20814 		No Relationship PC GENERAL 5,000
KIDS AGAINST HUNGER


P O BOX 361
LOS LUNAS,NM87031 		No Relationship PC GENERAL 5,000
TUTORING CHICAGO


2145 N HALSTED ST
CHICAGO,IL606144366 		No Relationship PC GENERAL 5,000
3 SEEDS MENTORING GROUP


5320 159TH ST
OAK FOREST,IL60452 		No Relationship PC GENERAL 3,500
TEAM BRIGHT SIDE INC


2064 NORFORK RD
NORTHFIELD,IL60093 		No Relationship PC GENERAL 3,351
WASHINGTON UNIVERSITY


CAMPUS BOX 1082 ONE BROOKINGS DRIVE
ST LOUIS,MO63130 		No Relationship PC EDUCATION 3,000
THE PRAIRIE SCHOOL


4050 LIGHTHOUSE DR
RACINE,WI53402 		No Relationship PC GENERAL 2,994
ORGANIZATION FOR AUTISM RESEARCH IN


2111 WILSON BLVD SUITE 401
ARLINGTON,VA22201 		No Relationship PC GENERAL 2,795
CANCER RESEARCH INSTITUTE INC


29 BROADWAY FLOOR 4
NEW YORK,NY10006 		No Relationship PC GENERAL 2,761
ANN ROBERT H LURIE CHILDRENS HOSPIT


225 E CHICAGO AVE 269
CHICAGO,IL60611 		No Relationship PC GENERAL 2,745
CURE SMA


925 BUSSE ROAD
ELK GROVE VILLAGE,IL60007 		No Relationship PC GENERAL 2,738
THE MORTON ARBORETUM


4100 ILLINOIS ROUTE 53
LISLE,IL60532 		No Relationship PC GENERAL 2,736
DARE2TRI PARATRIATHLON CLUB


516 N OGDEN AVE 172
CHICAGO,IL60642 		No Relationship PC GENERAL 2,712
ANN ROBERT H LURIE CHILDRENS HOSPIT


225 E CHICAGO AVE BOX 282
CHICAGO,IL606112991 		No Relationship PC GENERAL 2,644
BE THE MATCH FOUNDATION


500 N 5TH ST
MINNEAPOLIS,MN55401 		No Relationship PC GENERAL 2,620
MISSION OF OUR LADY OF MERCY INC


1140 W JACKSON BLVD
CHICAGO,IL60607 		No Relationship PC GENERAL 2,620
OUTREACH WITH LACROSSE SCHOOLS


1772 W AINSLIE ST
CHICAGO,IL60640 		No Relationship PC EDUCATION 2,587
CINCO RANCH HIGH SCHOOL ROBOTICS CL


23440 CINCO RANCH BLVD
KATY,TX77494 		No Relationship PC EDUCATION 2,500
CULINARY CARE


1 EAST ERIE ST
CHICAGO,IL60611 		No Relationship PC GENERAL 2,258
T4YOUTH NFP


200 W JACKSON BLVD STE 1250
CHICAGO,IL60606 		No Relationship PC GENERAL 2,200
ALEXS LEMONADE STAND FND FOR CHILDH


333 E LANCASTER AVE 414
WYNNEWOOD,PA19096 		No Relationship PC GENERAL 2,160
GUITARS OVER GUNS OPERATION INC


2916 N MIAMI AVE
MIAMI,FL33127 		No Relationship PC GENERAL 2,123
AUTISM SCIENCE FOUNDATION


3 CONTINENTAL ROAD
SCARSDALE,NY10583 		No Relationship PC GENERAL 2,100
DANA-FARBER CANCER INSTITUTE INC


450 BROOKLINE AVENUE
BOSTON,MA02215 		No Relationship PC GENERAL 2,011
GIRLS ON THE RUN CHICAGO INC


1415 NORTH DAYTON STREET SUITE 112
CHICAGO,IL60642 		No Relationship PC GENERAL 1,574
SAINT CLEMENT SCHOOL PARISH


642 W DEMING PLACE
CHICAGO,IL60614 		No Relationship PC EDUCATION 1,533
PARKINSON'S FOUNDATION INC


1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		No Relationship PC GENERAL 1,310
TGI MOVEMENT


2500 W 63RD ST
CHICAGO,IL606291307 		No Relationship PC GENERAL 1,200
NATIONAL MULTIPLE SCLEROSIS SOCIETY


733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		No Relationship PC GENERAL 1,113
GREATER CHICAGO FOOD DEPOSITORY


4100 W ANN LURIE PLACE
CHICAGO,IL606323920 		No Relationship PC GENERAL 1,052
GREATER PITTSB COMMUNITY FOOD BANK


1 N LINDEN ST
DUQUESNE,PA15110 		No Relationship PC GENERAL 1,040
ST JAMES LUTHERAN SCHOOL


2101 N FREMONT ST
CHICAGO,IL60614 		No Relationship PC EDUCATION 1,030
TOHKON JUDO ACADEMY INC


4427 N CLARK ST
CHICAGO,IL60640 		No Relationship PC GENERAL 1,030
PAN-MASSACHUSETTS CHALLENGE INC


77 4TH AVE
NEEDHAM,MA02494 		No Relationship PC GENERAL 1,027
TRACE MEDIA INC


PO BOX 24532
BROOKLYN,NY11202 		No Relationship PC GENERAL 1,023
JUVENILE DIABETES RESEARCH FOUNDATI


35 E WACKER DRIVE SUITE 2200
CHICAGO,IL60601 		No Relationship PC GENERAL 1,010
FEEDING AMERICA


161 NORTH CLARK STREET SUITE 700
CHICAGO,IL60601 		No Relationship PC GENERAL 1,000
SIT STAY READ


2849 N CLARK ST
CHICAGO,IL60657 		No Relationship PC GENERAL 1,000
TAP CANCER OUT INC


1974 CAROLINA PL SUITE 104
FORT MILL,SC29708 		No Relationship PC GENERAL 626
WILD GIVES BACK NFP


27 N WACKER DR STE 226
CHICAGO,IL60606 		No Relationship PC GENERAL 600
SWIM ACROSS AMERICA INC


8508 PARK ROAD 389
CHARLOTTE,NC28210 		No Relationship PC GENERAL 570
PAWS CHICAGO


1997 N CLYBOURN AVE
CHICAGO,IL60614 		No Relationship PC GENERAL 525
CHICAGO PUBLIC MEDIA INC


848 E GRAND AVE NAVY PIER
CHICAGO,IL60611 		No Relationship PC GENERAL 500
CROSSROADS FUND


3411 W DIVERSEY AVE STE 20
CHICAGO,IL60647 		No Relationship PC GENERAL 500
UN NUEVO DESPERTAR A NEW AWAKENING


2300 S MILLARD AVE
CHICAGO,IL60623 		No Relationship PC GENERAL 500
AMERICAN HEART ASSOCIATION


7272 GREENVILLE AVE
DALLAS,TX75231 		No Relationship PC GENERAL 457
GRAY MATTER EXPERIENCE


1011 WEST 19TH STREET 3R
CHICAGO,IL60608 		No Relationship PC GENERAL 433
INTERNATIONAL RETT SYNDROME FNDT


4600 DEVITT DRIVE
CINCINNATI,OH45246 		No Relationship PC GENERAL 368
HOUSTON FOOD BANK


535 PORTWALL STREET
HOUSTON,TX77029 		No Relationship PC GENERAL 314
CAL'S ALL STAR ANGEL FOUNDATION INC


2422 W MAIN STREET SUITE 3B
ST CHARLES,IL60175 		No Relationship PC GENERAL 276
METROSQUASH


6100 S COTTAGE GROVE AVENUE
CHICAGO,IL60637 		No Relationship PC GENERAL 253
CLEARBROOK


1835 W CENTRAL
ARLINGTON HEIGHTS,IL60005 		No Relationship PC GENERAL 250
HOPE SCARVES INC


2010 CHEROKEE PKWY STE 2
LOUISVILLE,KY40204 		No Relationship PC GENERAL 154
HEART OF LINCOLN SQUARE NEIGHBORS


5000 N WASHTENAW AVE APT 2
CHICAGO,IL60625 		No Relationship PC GENERAL 150
THE KEHREIN CENTER FOR THE ARTS FND


805 LAKE STREET 496
OAK PARK,IL60301 		No Relationship PC GENERAL 125
MIDWEST ATHLETES AGAINST CHILDHOOD


10000 W INNOVATION DR STE 135
MILWAUKEE,WI53226 		No Relationship PC GENERAL 105
FRIENDS OF CHAPPELL SCHOOL


2315 W FOSTER AVE
CHICAGO,IL60625 		No Relationship PC GENERAL 103
MEMORIAL SLOAN KETTERING CANCER CNT


1275 YORK AVENUE
NEW YORK,NY10065 		No Relationship PC GENERAL 100
SHEDD AQUARIUM


1200 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60605 		No Relationship PC GENERAL 75
AMERICAN CANCER SOCIETY INC


250 WILLIAMS STREET
NW ATLANTA,GA30303 		No Relationship PC GENERAL 106
CRADLES TO CRAYONS


281 NEWTONVILLE AVENUE
NEWTONVILLE,MA02460 		No Relationship PC GENERAL 52
ASSOCIATION HOUSE OF CHICAGO


1116 N KEDZIE AVE
CHICAGO,IL606514152 		No Relationship PC GENERAL 52
BIG SHOULDERS FUND


212 WEST VAN BUREN SUITE 900
CHICAGO,IL60607 		No Relationship PC GENERAL 52
Total .................................right arrow 3a 17,690,081
bApproved for future payment
Total ................................. right arrow 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 14 1,043,987 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 733,294 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
aTAX REFUND 		  0   0 4,898
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,777,281 4,898
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,782,179
(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.)
11(a) TAX REFUND FROM THE 2017 990-PF FILING.
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: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
IMC CHICAGO CHARITABLE FOUNDATION
 
Employer identification number

26-1416954
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
IMC CHICAGO CHARITABLE FOUNDATION
  		Employer identification number
26-1416954
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
IMC CHICAGO LLC
233 S WACKER DRIVE
 
CHICAGO, IL60606

$ 22,416,155


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

$  


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

$  


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

$  


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

$  


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

$  


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

26-1416954
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
IMC CHICAGO CHARITABLE FOUNDATION
  		Employer identification number

26-1416954
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 38,462 2,823 0 35,639

TY 2023 InvestmentsCorpBondsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
EATON VANCE INCOME FUND OF BOSTON (ICE BOFAMERRILL LYNCH US HIGH YIELD MAST 1,283,990 1,273,584
THE BANK OF NEW YORK MELLON CO MTN 2.2%08/16/2023 USD SR LIEN NEXT CALL DT 0 0
TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023USD SR LIEN NEXT CALL DT. 07 0 0
STRYKER CORP 0.6% 12/01/2023 USD SR LIEN S&PBBB+ /MOODY'S BAA1 0 0
CANADIAN NATL RESOURCES 3.8% 04/15/2024 USD SRLIEN NEXT CALL DT. 01 15 24 70,220 64,619
TARGET CORPORATION 3.5% 07/01/2024 USD SR LIENS&P A /MOODY'S A2 205,554 198,186
AIR LEASE CORP 4.25% 09/15/2024 USD SR LIEN NEXTCALL DT. 06 15 24 S&P BB 104,009 98,866
NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025USD SR LIEN NEXT CALL DT. 11 148,815 146,582
BANK OF AMERICA CORPORATION MTN 4.0% 01/22/2025USD SUB LIEN S&P BBB+ /MOOD 131,990 118,392
ORACLE CORPORATION 2.95% 05/15/2025 USD SR LIENNEXT CALL DT. 02 15 25 S&P 133,744 121,383
XCEL ENERGY INC 3.3% 06/01/2025 USD SR LIEN NEXTCALL DT. 12 01 24 S&P BBB+ 135,230 121,954
REYNOLDS AMERICAN INC 4.45% 06/12/2025 USD SRLIEN NEXT CALL DT. 03 12 25 S 139,191 123,561
CATERPILLAR FINL SERVICE MTN 0.8% 11/13/2025 USDSR LIEN S&P A /MOODY'S A2 139,822 130,710
CITIGROUP INC. 3.7% 01/12/2026 USD SR LIEN SETUP21701141 S&P BBB+ /MOODY' 74,900 73,240
CBS CORPORATION 4.0% 01/15/2026 USD SR LIEN NEXTCALL DT. 10 15 25 S&P BBB 0 0
TYCO ELECTRONICS GROUP S 3.7% 02/15/2026 USD SRLIEN NEXT CALL DT. 11 15 25 49,879 48,973
COMCAST CORP 3.15% 03/01/2026 USD SR LIEN NEXTCALL DT. 12 01 25 S&P A- /MO 154,292 145,668
BERKSHIRE HATHAWAY INC. 3.125% 03/15/2026 USD SRLIEN NEXT CALL DT. 12 15 2 74,930 72,915
JPMORGAN CHASE & CO 3.3% 04/01/2026 USD SR LIEN NEXT CALL DT. 01 01 26 S&P 174,792 169,458
DELL INT LLC / EMC CORP 6.02% 06/15/2026 USD SRLIEN NEXT CALL DT. 03 15 26 131,701 127,955
UNILEVER CAPITAL CORPORATION 2.0% 07/28/2026 USDSR LIEN S&P A+ /MOODY'S A1 98,417 94,282
PUBLIC SERVICE ELECTRIC MTN 2.25% 09/15/2026 USDSR LIEN NEXT CALL DT. 06 1 187,346 188,638
BANCO SANTANDER, S.A. 4.25% 04/11/2027 USD SRLIEN S&P A- /MOODY'S BAA1 224,884 193,804
WELLS FARGO & COMPANY HYBRID MTN 06/17/2027 USDSR LIEN CPN 06/17/19 3.196% 148,423 129,051
REALTY INCOME CORP 3.95% 08/15/2027 USD SR LIENNEXT CALL DT. 05 15 27 S&P 105,633 92,417
CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN01/10/17 3.887% NEXT CALL 62,858 53,233
BANK OF AMERICA CORP HYBRID MTN 01/20/2028 USDSR LIEN CPN 01/20/17 3.824% 158,829 134,596
CSX CORP 3.8% 03/01/2028 USD SR LIEN NEXT CALLDT. 12 01 27 S&P BBB+ /MOOD 106,442 93,080
FIFTH THIRD BANCORP 3.95% 03/14/2028 USD SR LIENNEXT CALL DT. 02 14 28 S&P 92,117 85,391
JPMORGAN CHASE & CO. HYBRID 05/01/2028 USD SRLIEN CPN 04/25/17 3.54% NEXT 104,257 90,725
DIGITAL REALTY TRUST, INC. 4.45% 07/15/2028 USDSR LIEN NEXT CALL DT. 04 15 132,214 123,091
BANK OF MONTREAL HYBRID 10/05/2028 USD SUB LIENCPN 10/05/18 4.338% NEXT CA 0 0
SANTANDER UK GROUP HOLDINGS PL HYBRID 11/03/2028USD SR LIEN CPN 11/03/17 3 322,144 317,757
EMERSON ELECTRIC CO. 2.0% 12/21/2028 USD SR LIENNEXT CALL DT. 10 21 28 S&P 204,295 197,888
MPLX LP 4.8% 02/15/2029 USD SR LIEN NEXT CALLDT. 11 15 28 S&P BBB /MOODY'S 111,971 103,361
HOME DEPOT, INC (THE) 2.95% 06/15/2029 USD SRLIEN NEXT CALL DT. 03 15 29 142,155 136,429
WALT DISNEY COMPANY (THE) 2.0% 09/01/2029 USD SRLIEN NEXT CALL DT. 06 01 2 163,230 158,003
PRUDENTIAL FINANCIAL INC MTN 2.1% 03/10/2030 USDSR LIEN NEXT CALL DT. 12 1 174,561 153,559
NORTHERN TRUST CORPORATION 1.95% 05/01/2030 USDSR LIEN NEXT CALL DT. 02 01 109,817 115,298
GLOBAL PAYMENTS INC 2.9% 05/15/2030 USD SR LIENNEXT CALL DT. 02 15 30 S&P 114,624 101,292
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN NEXTCALL DT. 03 01 30 S&P BB 176,016 182,619
GENERAL MOTORS FINANCIAL COMPA 3.6% 06/21/2030USD SR LIEN NEXT CALL DT. 03 125,080 119,069
NETAPP, INC. 2.7% 06/22/2030 USD SR LIEN NEXTCALL DT. 03 22 30 S&P BBB+ /M 150,867 132,641
BRISTOL-MYERS SQUIBB CO 1.45% 11/13/2030 USD SRLIEN NEXT CALL DT. 08 13 30 214,641 176,861
VERIZON COMMUNICATIONS, INC. 1.75% 01/20/2031USD SR LIEN NEXT CALL DT. 10 278,713 258,725
CITIGROUP INC. HYBRID 01/29/2031 USD SR LIEN CPN01/29/20 2.666% NEXT CALL 30,000 26,061
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIENNEXT CALL DT. 11 15 30 S&P BB 90,341 79,022
SPIRIT REALTY LP 3.2% 02/15/2031 USD SR LIENNEXT CALL DT. 11 15 30 S&P BBB 103,952 92,837
WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIENNEXT CALL DT. 12 15 30 S&P 49,882 40,931
MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031USD SR LIEN CPN 07/10/20 2.2 200,000 166,684
AT&T INC. 2.25% 02/01/2032 USD SR LIEN NEXT CALLDT. 11 01 31 S&P BBB /MOOD 114,792 95,134
MORGAN STANLEY HYBRID MTN 02/13/2032 USD SR LIENCPN 11/13/20 1.794% NEXT C 120,000 95,977
NXP BV/NXP FDG/NXP USA 2.65% 02/15/2032 USD SERWI SR LIEN NEXT CALL DT. 11 73,605 79,335
ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN04/01/21 2.727% NEXT CALL 184,245 172,466
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032USD SUB LIEN CPN 07/29/21 149,297 131,234
HSBC HOLDINGS PLC HYBRID 11/22/2032 USD SR LIENCPN 11/22/21 2.871% NEXT CA 156,517 167,310
DOMINION RESOURCES, INC. 5.25% 08/01/2033 SER FSR LIEN S&P BBB /MOODY'S BA 114,753 103,202
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIENS&P BBB /MOODY'S BAA2 184,216 180,556
KINDER MORGAN ENERGY PRTNRS LP 5.8% 03/15/2035SR LIEN S&P BBB /MOODY'S BAA 89,843 92,948
THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USDSER WI SR LIEN S&P BBB /MOOD 90,056 92,172
QUALCOMM INC. 4.65% 05/20/2035 USD SR LIEN NEXTCALL DT. 11 20 34 S&P A /MO 90,323 95,365
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SRLIEN NEXT CALL DT. 03 01 31 0 0
AERCAP IRELAND CAP/GLOBA 4.45% 10/01/2025 USD SR LIEN Next Call Dt. 08 01 25 S&P BBB /Moody's Baa2 240,616 244,324
SIMON PROPERTY GROUP, L.P. 3.3% 01/15/2026 USD SR LIEN Next Call Dt. 10 15 25 S&P A- /Moody's A3 270,043 273,261
INTEL CORPORATION 4.875% 02/10/2026 USD SR LIEN S&P A/Moody's A2 192,767 192,482
FISERV INC 3.2% 07/01/2026 USD SR LIEN Next Call Dt. 05 01 26 S&P BBB /Moody's Baa2 239,503 242,661
AIR LEASE CORP 1.875% 08/15/2026 USD SR LIEN Next Call Dt. 07 15 26 S&P BBB 141,950 147,230
U.S. BANCORP HYBRID 10/21/2026 USD SR LIEN CPN 10/21/22 5.727% Next Call Dt. 10 21 25 S&P A /Moody's 117,016 116,754
MORGAN STANLEY HYBRID 12/10/2026 USD SR LIEN CPN 12/10/20 0.985% Next Call Dt. 12 10 25 S&P A- /Mood 384,543 396,649
LLOYDS BANKING GROUP PLC HYBRID 05/11/2027 USD SR LIEN CPN 03/11/21 1.627% Next Call Dt. 05 11 26 S& 179,855 185,163
CITIGROUP INC. HYBRID 06/09/2027 USD SR LIEN CPN 06/09/21 1.462% Next Call Dt. 06 09 26 S&P BBB+ /Mo 206,158 211,483
MITSUBISHI UFJ FINANCIAL GROUP HYBRID 07/20/2027 USD SR LIEN CPN 07/20/21 1.538% Next Call Dt. 07 20 359,535 370,235
US BANCORP HYBRID 02/01/2029 USD SR LIEN CPN 02/01/23 4.653% Next Call Dt. 02 01 28 S&P A /Moody's A 356,853 362,513
TRUIST FINANCIAL CORPORATION HYBRID MTN 06/07/2029 USD SR LIEN CPN 06/07/21 1.887% Next Call Dt. 06 188,671 187,703
NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SR LIEN Next Call Dt. 03 18 29 S&P BBB+ /Moody's Baa3 130,002 131,294
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/01/2030 USD SR LIEN CPN 03/03/22 3.273% Next Call Dt. 03 01 105,425 105,492
EBAY INC 2.7% 03/11/2030 USD SR LIEN Next Call Dt. 12 11 29 S&P BBB+ /Moody's Baa1 129,902 139,838
WALT DISNEY COMPANY/THE 3.8% 03/22/2030 USD SR LIEN S&P A- /Moody's A2 81,531 88,495
INTEL CORPORATION 3.9% 03/25/2030 USD SR LIEN Next Call Dt. 12 25 29 S&P A /Moody's A2 136,315 146,650
GENERAL MOTORS FINL CO 5.85% 04/06/2030 USD SR LIEN Next Call Dt. 02 06 30 S&P BBB /Moody's Baa2 125,741 131,164
TRANSCANADA PIPELINES 4.1% 04/15/2030 USD SR LIEN Next Call Dt. 01 15 30 S&P BBB+ /Moody's Baa2 85,501 92,374
CLOROX COMPANY (THE) 1.8% 05/15/2030 USD SR LIEN Next Call Dt. 02 15 30 S&P BBB+ /Moody's Baa1 75,582 81,866
UNITEDHEALTH GROUP INCORPORATE 2.0% 05/15/2030 USD SR LIEN S&P A+ /Moody's A2 81,457 88,295
RELX CAPITAL INC 3.0% 05/22/2030 USD SR LIEN Next Call Dt. 02 22 30 S&P BBB+ /Moody's A3 230,688 248,068
SERVICENOW, INC. 1.4% 09/01/2030 USD SR LIEN Next Call Dt. 06 01 30 S&P A- /Moody's A3 325,000 350,905
BANCO SANTANDER, S.A. 2.749% 12/03/2030 USD SUB LIEN S&P BBB+ /Moody's Baa2 157,804 166,454
TELEDYNE TECHNOLOGIES IN 2.75% 04/01/2031 USD SR LIEN Next Call Dt. 01 01 31 S&P BBB /Moody's Baa3 175,021 189,991
REALTY INCOME CORPORATION 5.625% 10/13/2032 USD SR LIEN Next Call Dt. 07 13 32 S&P A- /Moody's A3 180,102 197,053
BANK OF MONTREAL HYBRID 12/15/2032 USD SUB LIEN CPN 12/12/17 3.803% Next Call Dt. 12 15 27 S&P BBB+ 226,596 231,986
INTEL CORPORATION 5.2% 02/10/2033 USD SR LIEN Next Call Dt. 11 10 32 S&P A /Moody's A2 126,436 132,815
CENTERPOINT ENERGY RES 5.4% 03/01/2033 USD SR LIEN Next Call Dt. 12 01 32 S&P BBB+ /Moody's A3 400,512 435,978
NATIONAL GRID PLC 5.809% 06/12/2033 SR LIEN Next Call Dt. 03 12 33 S&P BBB /Moody's Baa2 127,959 138,980
DOLLAR GENERAL CORPORATION 5.45% 07/05/2033 SR LIEN Next Call Dt. 04 05 33 S&P BBB /Moody's Baa2 127,913 141,795
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN Next Call Dt. 12 01 33 S&P BBB+ /Moody's Baa2 124,143 129,908
AMERICAN INTERNATIONAL GROUP, 3.875% 01/15/2035 USD SR LIEN Next Call Dt. 07 15 34 S&P BBB+ /Moody's 157,864 154,753
EOG RESOURCES, INC. 3.9% 04/01/2035 USD SR LIEN Next Call Dt. 10 01 34 S&P A- /Moody's A3 169,699 177,112
UNITEDHEALTH GROUP INCORPORATE 5.8% 03/15/2036 USD SR LIEN S&P A+ /Moody's A2 243,022 262,781
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN Next Call Dt. 03 01 31 S&P BBB- /Moody's Ba1 75,900 64,333
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 466,917 466,917
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN Next Call Dt. 04 01 34 S&P BBB /Moody's Baa1 218,285 231,131
BERRY GLOBAL INC 1.57% 01/15/2026 USD SR LIEN Next Call Dt. 12 15 25 S&P BBB- /Moody's Ba1 180,387 184,923
UNION PACIFIC CORPORATION 2.891% 04/06/2036 USD SER WI SR LIEN Next Call Dt. 01 06 36 S&P A- /Moody' 152,677 171,831
ACCRUED INCOME 188,090 188,090

TY 2023 InvestmentsCorpStockSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P 500 INDEX FUND CLASS G BSPGX 5,673,558 7,616,258
ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND K SHARES BDBKX 1,074,045 1,187,537
RUSSELL 3000 VALUE INDEX FUND ISHARES - CORES&P U.S. VALUE ETF IUSV 0 0

TY 2023 InvestmentsGovtObligationsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
US Government Securities - End of Year Book Value:

13,220,812
US Government Securities - End of Year Fair Market Value:

12,750,561
State & Local Government Securities - End of Year Book Value:


13,416,862
State & Local Government Securities - End of Year Fair Market Value:


12,750,561


TY 2023 InvestmentsOtherSchedule2
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
T. ROWE PRICE EMERGING MARKETS EQUITY FUND AT COST 0 0
GS TACTICAL TILT OVERLAY FUND AT COST 0 0
SSGA EMERGING MARKET INDEX FUND AT COST 346,473 363,928
IMPRINT THEMATIC OPPORTUNITIES OFFSHORE SCSP AT COST 350,126 350,126
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND AT COST 2,844,726 2,987,217

TY 2023 OtherAssetsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NOTE RECEIVABLE - BENEFIT CHICAGO 1,159,070 1,193,162 1,193,162


TY 2023 OtherExpensesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK & MERCHANT FEES 75,721 0 0 75,721
OFFICE & MISCELLANEOUS 53,328 0 0 53,328
MEMBERSHIP DUES & SUBSCRIPTIONS 4,022 0 0 4,022
TELEPHONE & INTERNET 1,051 77 0 974
INFORMATION TECHNOLOGY 504 37 0 467
PROGRAM EXPENSES 16,293 0 0 16,293


TY 2023 OtherIncomeSchedule2
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TAX REFUND 4,898 0 0


TY 2023 OtherIncreasesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Description Amount
PRIOR YEAR ADJUSTMENT 63,427


TY 2023 OtherProfessionalFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 123,302 123,302 0 0
OTHER CONSULTANCY 3,125 0 0 3,125


TY 2023 SubstantialContributorsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Name Address
IMC CHICAGO LLC 233 S WACKER DRIVE
CHICAGO,IL60606


TY 2023 TaxesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAX PAID 8,000 8,000 0 0
IL STATE FILING FEES 40 0 0 40