-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
APTARGROUP CHARITABLE FOUNDATION
% Matthew Wolters
Number and street (or P.O. box number if mail is not delivered to street address)
265 EXCHANGE DR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRYSTAL LAKE
,
IL
600146230
A Employer identification number
36-3927834
B
Telephone number (see instructions)
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
10,482
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
295,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
0
b
Gross sales price for all assets on line 6a
0
7
Capital gain net income (from Part IV, line 2)
...
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
........
295,000
0
13
Compensation of officers, directors, trustees, etc.
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)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
25
Contributions, gifts, grants paid
.......
442,066
442,066
26
Total expenses and disbursements.
Add lines 24 and 25
442,066
0
442,066
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-147,066
b
Net investment income
(if negative, enter -0-)
0
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
1
Cash—non-interest-bearing
.............
157,549
10,482
10,482
2
Savings and temporary cash investments
.........
0
0
0
3
Accounts receivable
0
Less: allowance for doubtful accounts
0
0
0
4
Pledges receivable
0
Less: allowance for doubtful accounts
0
0
0
0
5
Grants receivable
.................
0
0
0
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
0
0
0
9
Prepaid expenses and deferred charges
..........
0
0
0
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
0
0
0
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
157,549
10,482
10,482
17
Accounts payable and accrued expenses
..........
0
0
18
Grants payable
.................
157,549
10,482
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)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
157,549
10,482
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
0
0
30
Total liabilities and net assets/fund balances
(see instructions)
.
157,549
10,482
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
0
2
Enter amount from Part I, line 27a
.....................
2
-147,066
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
147,066
4
Add lines 1, 2, and 3
..........................
4
0
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
0
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.)
1a
b
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
b
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
0
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
0
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
0
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
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
0
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
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
0
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
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)
IL
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.
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 address
N/A
14
The books are in care of
Matthew Wolter
Telephone no.
(815) 477-0424
Located at
265 EXCHANGE DR
CRYSTAL LAKE
IL
ZIP+4
600146230
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
........
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
20
,
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.
20
,
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
No
c
Organizations relying on a current notice regarding disaster assistance check
.........
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
No
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
Stephan Tanda
President
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Robert Kuhn
Treasurer
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Matthew Wolter
Secretary
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Shiela Vinczeller
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Kimberly Chainey
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Mary Skafidas
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
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
...................
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
.............
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
0
b
Average of monthly cash balances
.......................
1b
75,207
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
75,207
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
75,207
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,128
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
74,079
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
3,704
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
3,704
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
0
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
0
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,704
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,704
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
3,704
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
List of Attached Documents:
// Content
..........
1a
442,066
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
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)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
442,066
Form
990-PF
(2023)
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
3,704
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
2021
,
2020
,
2019
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
406,118
b
From 2019
......
288,420
c
From 2020
......
309,716
d
From 2021
......
532,296
e
From 2022
......
502,289
f
Total
of lines 3a through e
........
2,038,839
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
442,066
a
Applied to 2022, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2023 distributable amount
.....
3,704
e
Remaining amount distributed out of corpus
438,362
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,477,201
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)
...
406,118
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
2,071,083
10
Analysis of line 9:
a
Excess from 2019
....
288,420
b
Excess from 2020
....
309,716
c
Excess from 2021
....
532,296
d
Excess from 2022
....
502,289
e
Excess from 2023
....
438,362
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
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Matthew Wolter
265 Exchange Dr
Crystal Lake
,
IL
60014
(815) 477-0424
b
The form in which applications should be submitted and information and materials they should include:
See enclosed application
c
Any submission deadlines:
March September
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
$6,000 annual maximum on matching gifts of employees and $2,000 limit to any one organization; primarily in the geographic areas where the company's facilities are located and where its employees live; primary focus of Foundation grants are health and human services cultural and the arts and higher education. Excluded organizations and purposes include nursing homes animal welfare groups; seminaries theological schools of higher education where the primary purpose is religious studies; religious civic fraternal social political or lobbying groups; individuals; organizations that discriminate by race color creed gender national origin or handicap; testimonial dinners fund raising events or courtesy advertising; trips or tours; primary and secondary schools; and day care centers.
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)
a
Paid during the year
St Louis Public Radio
3651 Olive St
St Louis
,
MO
63108
N A
031 Art and or Literature
720
Cary Barracudas Swim Team
PO Box 74
Cary
,
IL
60013
N A
043 Youth Rec & Soc Services
250
Chicago Public Media
848 E Grand Ave
Chicago
,
IL
60611
N A
012 Othr Ed Matls for Public
1,000
Friends of Wisconsin Singers
455 N Park St
Madison
,
WI
52706
N A
030 Performing Arts
453
Dine College
1 Circle Dr
Tsaile
,
AZ
86556
N A
003 College & Universities
2,000
Raue Center for the Arts
108 Minnie St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
12,000
Raue Center for the Arts
108 Minnie St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
200
Encore Music Academy
87 N Williams St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
1,500
Civic Music Association of Milwauk
1345 N Jefferson St
Milwaukee
,
WI
53202
N A
030 Performing Arts
2,000
Samford University
800 Lakeshore Dr
Birmingham
,
AL
35229
N A
003 College & Universities
2,000
Educational Advancement Foundation
5656 S Stony Island Ave
Chicago
,
IL
60637
N A
012 Othr Ed Matls for Public
1,000
AAUWOML Community Outreach Fund
PO Box 6705
Morago
,
CA
94570
N A
200 Scholarships
600
Elizabethtown College
1 Alpha Dr
Elizabethtown
,
PA
17022
N A
003 College & Universities
200
LFCF
1355 Galway Dr
Cary
,
IL
60013
N A
043 Youth Rec & Soc Services
350
Samford University
800 Lakeshore Dr
Birmingham
,
AL
35229
N A
003 College & Universities
2,000
the EduCare Foundation
PO Box 425
Harvard
,
IL
30033
N A
043 Youth Rec & Soc Services
1,000
Aaron Andu Memorial Scholarship
PO Box 250285
Atlanta
,
GA
30325
N A
003 College & Universities
2,000
Piedmont Makers
225 Hillside Ave
Piedmont
,
CA
94611
N A
012 Othr Ed Matls for Public
350
Mukwonago Robotics Activities
605 W Veterans Way
Mukwonago
,
WI
53149
N A
012 Othr Ed Matls for Public
350
Friends Of McHenry County College
8900 US Highway 14
Crystal Lake
,
IL
60012
N A
003 College & Universities
5,000
Friends Of McHenry County College
8900 US Highway 14
Crystal Lake
,
IL
60012
N A
003 College & Universities
2,000
STEM Forward
1025 N Broadway
Milwaukee
,
WI
53202
N A
012 Othr Ed Matls for Public
2,000
Camp ManitoWish
PO Box 246
Junction
,
WI
54512
N A
040 Youth
2,000
Houghton Jones Neighborhood Assoc
1708 Johnson St
Saginaw
,
MI
48601
N A
122 Health Human Services
2,000
Northern Illinois Food Bank
273 Dearborn Ct
Geneva
,
IL
60134
N A
126 Services for Poor
800
Salvation Army Chicago
5040 N Pulaski Rd
Chicago
,
IL
60630
N A
126 Services for Poor
150
Home of the Sparrow
1991 Dencan Pl
Woodstock
,
IL
60098
N A
133 Women Shelter
350
Community Smiles Dental
210 NW Barstow St
Ste 305
Waukesha
,
WI
53188
N A
122 Health Human Services
2,000
Kinship Community Food Center
2610 N MLK Jr Dr
Milwaukee
,
WI
53212
N A
122 Health Human Services
2,000
Bullock Creek Little League
1447 W Sian Dr
Sanford
,
MI
48657
N A
043 Youth Rec & Soc Services
250
United Way Of Coastal Fairfield
125 Access Rd
Stratford
,
CT
06615
N A
150 Grants to Other Charities
200
MCYSA
930 S Shore Dr
Lakewood
,
IL
60014
N A
043 Youth Rec & Soc Services
250
Meta House
2625 N Weil St
Milwaukee
,
WI
53212
N A
118 Svcs for Alc & Drg Abuse
1,500
Michael J Fox Foundation For Park
PO Box 4777
New York
,
NY
10163
N A
053 Other Med & Disease Rsch
200
Walk On
PO Box 376
Barrington
,
IL
60011
N A
122 Health Human Services
200
American Lung Association
55 W Wacker
Ste 1150
Chicago
,
IL
60601
N A
053 Other Med & Disease Rsch
200
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
250
United Way of Greater McHenry
4508 Prime Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
7,000
ProHealth Care Foundation
725 American Ave
Waukesha
,
WI
53188
N A
060 Hospitals
250
Special Olympics Normal IL
605 E Willow St
Normal
,
IL
61761
N A
121 Svcs dev.disabled adults
200
American Lung Association
55 W Wacker
Ste 1150
Chicago
,
IL
60601
N A
053 Other Med & Disease Rsch
320
World Central Kitchen
200 Massachusetts Ave NW
Washington
,
DC
20001
N A
122 Health Human Services
200
Careorg
151 Ellis St NE
Atlanta
,
GA
30303
N A
122 Health Human Services
20,000
James Owens Foundation
PO Box 2099
Auburn
,
AL
36831
N A
122 Health Human Services
500
Atlanta Community Food Bank
3400 N Desert Dr
Atlanta
,
GA
30344
N A
126 Services for Poor
2,000
Meals on Wheels America
1550 Crystal Dr
Ste 1004
Arlington
,
VA
22202
N A
126 Services for Poor
2,000
Atlanta Mission
2353 Bolton Rd NW
Atlanta
,
GA
30318
N A
126 Services for Poor
500
Kathy's House Inc
9101 W Doyne Ave
Milwaukee
,
WI
53226
N A
122 Health Human Services
100
St Jude Childrens Research Hospital
501 St Jude Place
Memphis
,
TN
38105
N A
060 Hospitals
200
MakeAWish Foundation WI
11020 W Plank Ct
Suite 200
Wauwatosa
,
WI
53226
N A
040 Youth
500
Lakeway CASA Inc
1609 Walters State CC Dr
Ste 3
Morristown
,
TN
37813
N A
122 Health Human Services
1,225
American Red Cross
431 18th St NW
Washington
,
DC
20006
N A
126 Services for Poor
1,230
Greater Chicago Food Depository
4100 W Ann Lurie Place
Chicago
,
IL
60632
N A
111 Fam & Individual Services
110
Careorg
151 Ellis St NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
3,103
Crystal lake Girls Fastpitch
PO Box 866
Crystal Lake
,
IL
60039
N A
122 Health Human Services
350
American Heart Association
7272 Greenville Ave
Dallas
,
TX
75231
N A
051 Heart Disease Research
300
Northern Illinois Food Bank
273 Dearborn Ct
Geneva
,
IL
60134
N A
126 Services for Poor
600
Bullock Creek Youth Football
1420 S Badour
Midland
,
MI
48640
N A
043 Youth Rec & Soc Services
500
CARE USA
151 Ellis St NE
Atlanta
,
GA
30303
N A
122 Health Human Services
125,000
The Women's Center Inc
505 North East Ave
Waukesha
,
WI
53186
N A
122 Health Human Services
1,000
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
150
Alexander Leigh Center For Autism
4100 Veterans Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
2,500
Family Service Of Waukesha
101 W Broadway
2nd Floor
Waukesha
,
WI
53186
N A
060 Hospitals
2,000
Good Friend Inc
1025 S Moorland Rd
Ste 600
Brookfield
,
WI
53005
N A
122 Health Human Services
0
Home of the Sparrow
1991 Duncan Place
Woodstock
,
IL
60098
N A
133 Women Shelter
10,000
PADS
4100 Veterans Parkway
McHenry
,
IL
60050
N A
116 Rescue and Emergency Serv
10,000
Pioneer Center For Human Services
4031 Dayton St
McHenry
,
IL
60050
N A
123 Svcs for Handicaped Adult
7,000
ProHealth Care Foundation
725 American Ave
Waukesha
,
WI
53188
N A
060 Hospitals
2,500
The Break Crystal Lake Teen Cent
6292 Northwest Hwy
Crystal Lake
,
IL
60014
N A
043 Youth Rec & Soc Services
2,000
Turning Point
PO Box 723
Woodstock
,
IL
60089
N A
133 Women Shelter
10,000
Shelterhouse of Midland Gladwin
3115 Isabella St
Midland
,
MI
48640
N A
133 Women Shelter
25,000
Ocean Conservancy
1300 19th St NW
Washington
,
DC
20036
N A
080 Preserv cons nat resource
23,550
Options Advocacy For McHenry
365 Millennium Dr
Suite A
Crystal Lake
,
IL
60012
N A
111 Fam & Individual Services
250
Independence Health Therapy
2028 N Seminary Ave
Woodstock
,
IL
60098
N A
122 Health Human Services
250
Haase Community Connections Inc
312 Roberts Dr
Mukwonago
,
WI
53149
N A
121,124 Services for Disabled
100
Susan G Komen
PO Box 660843
Dallas
,
TX
75266
N A
052 Cancer Research
1,650
Outright International
216 E 45th St NE
New York
,
NY
10017
N A
122 Health Human Services
13,500
CareOrg for Ukraine Crisis Fund
151 Ellis St NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
2,210
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
150
Bunker Hill Charities
265 Exchange Dr
Suite 201
Crystal Lake
,
IL
60014
N A
122 Health Human Services
13,695
Veterans Path to Hope
805 S McHenry Ave
Suite D
Crystal Lake
,
IL
60014
N A
127 Services for Veterans
500
American Cancer Society
PO Box 6704
Hagerstown
,
MD
21741
N A
052 Cancer Research
100
Shirley Ryan AbilityLab
355 East Erie St
Chicago
,
IL
60611
N A
060 Hospitals
7,500
KAT6A Foundation
3 Louise Dr
West Nyack
,
NY
10994
N A
053 Other Med & Disease Rsch
2,000
St Jude Childrens Research Hospital
501 St Jude Place
Memphis
,
TN
38105
N A
060 Hospitals
2,000
Metropolitan Planning Council
140 S Dearborn
Suite 1400
Chicago
,
IL
60603
N A
111 Fam & Individual Services
15,000
Marine Toys For Tots Fdn
18251 Quantico Gateway Dr
Triangle
,
VA
22172
N A
115 Pgm for Needy Children
500
JDRF Georgia
3525 Piedmont Rd NE
Bldg 5 Ste 120
Atlanta
,
GA
30305
N A
122 Health Human Services
500
American Lung Association
55 W Wacker
Ste 1150
Chicago
,
IL
60601
N A
053 Other Med & Disease Rsch
120
Girls On The Run Northwest IL
111 Erick St
Suite 115
Crystal Lake
,
IL
60014
N A
043 Youth Rec & Soc Services
1,500
Careorg
151 Ellis St NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
1,180
Fellowship Housing
2500 W Higgins Rd
Ste 360
Hoffman Estates
,
IL
60169
N A
131 Housing for the Poor
4,000
Haase Community Connections Inc
312 Roberts Dr
Mukwonago
,
WI
53149
N A
121,124 Services for Disabled
4,000
Northern Illinois Food Bank
273 Dearborn Ct
Geneva
,
IL
60134
N A
126 Services for Poor
4,000
Independence Health Therapy
2028 N Seminary Ave
Woodstock
,
IL
60098
N A
122 Health Human Services
4,000
Kathy's House Inc
9101 W Doyne Ave
Milwaukee
,
WI
53226
N A
122 Health Human Services
500
Mercy Ships
PO Box 1930
Garden Valley
,
TX
75771
N A
122 Health Human Services
200
Jawonio Foundation Inc
260 N Little Tor Rd
New City
,
NY
10956
N A
122 Health Human Services
500
Good Samaritan Ministry
76 W Crystal Lake Ave
Crystal Lake
,
IL
60014
N A
126 Services for Poor
500
Meta House
2625 N Weil St
Milwaukee
,
WI
53212
N A
118 Svcs for Alc & Drg Abuse
2,000
Kinship Community Food Center
2610 N MLK Jr Dr
Milwaukee
,
WI
53212
N A
122 Health Human Services
2,000
Pacific Garden Mission
1458 S Canal St
Chicago
,
IL
60607
N A
126 Services for Poor
500
Wayside Cross Ministries
215 E New Yark St
Aurora
,
IL
60505
N A
122 Health Human Services
250
Illinois State Univ
1101 N Main St
Campus Box 8000
Normal
,
IL
61790
N A
003 College & Universities
2,000
Clemson University Foundation
PO Box 1889
Clemson
,
SC
29633
N A
003 College & Universities
2,000
University of North Florida
1 UNF Dr
Jacksonville
,
FL
32224
N A
003 College & Universities
1,500
Stout University Foundation
320 South Broadway St
Menomonie
,
WI
54751
N A
003 College & Universities
500
University Of Pennsylvania
2929 Walnut St
Suite 300
Philadelphia
,
PA
19104
N A
003 College & Universities
2,000
Georgia Tech Foundation
760 Spring St
Suite 400
Atlanta
,
GA
30308
N A
003 College & Universities
2,000
University of Chicago
5235 S Harper Ct
4th Floor
Chicago
,
IL
60615
N A
003 College & Universities
2,000
The Univ of Iowa Center for Advance
PO Box 4550
Iowa City
,
IA
52244
N A
003 College & Universities
2,000
NJ Institute of Technology Found
323 Dr MLK Jr Blvd
Newark
,
NJ
07102
N A
003 College & Universities
2,000
Friends of MCC Foundation
8900 US Highway 14
Crystal Lake
,
IL
60012
N A
003 College & Universities
1,000
The University of Akron Foundation
302 Buchtel Common
Akron
,
OH
44325
N A
003 College & Universities
700
Illinois State Univ
1101 N Main St
Campus Box 8000
Normal
,
IL
61790
N A
003 College & Universities
2,000
University of North Florida
1 UNF Dr
Jacksonville
,
FL
32224
N A
003 College & Universities
2,000
Stout University Foundation
320 South Broadway St
Menomonie
,
WI
54751
N A
003 College & Universities
500
Tufts University
419 Boston Ave
Medford
,
MA
02155
N A
003 College & Universities
1,000
Scholarship America
PO Box 772514
Detroit
,
MI
48277
N A
200 Scholarships
20,000
Delta College Foundation
1961 Delta Rd
University Center
,
MI
48710
N A
003 College & University
500
Total
.................................
3a
442,066
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
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
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2023)
Additional Data
Software ID:
23017649
Software Version:
V2.0
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
23
Name of the organization
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
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. 30613X
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
2
Name of organization
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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
AptarGroup Inc
265 Exchange Dr
CRYSTAL LAKE
,
IL
60014
$
295,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
3
Name of organization
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(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:
-
TIN:
TY 2023 OtherIncreasesSchedule
Name:
APTARGROUP CHARITABLE FOUNDATION
EIN:
36-3927834
Software ID:
23017649
Software Version:
V2.0
Description
Amount
Decrease in Grants Payable
147,066
-
TIN:
TY 2023 SubstantialContributorsSch
Name:
APTARGROUP CHARITABLE FOUNDATION
EIN:
36-3927834
Software ID:
23017649
Software Version:
V2.0
Name
Address
AptarGroup Inc
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014