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
THE COLONEL HENRY CROWN SCHOLARSHIP FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)222 N LASALLE ST-STE 2000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
A Employer identification number

36-3743047
B Telephone number (see instructions)

(312) 236-6300
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$6,234,339
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 63,571 63,571  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,896
b Gross sales price for all assets on line 6a 734,228
7 Capital gain net income (from Part IV, line 2)... 88,896
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........ 152,467 152,467  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 428 428   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,459 1,444   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,887 1,872   15
25 Contributions, gifts, grants paid....... 220,929 220,929
26 Total expenses and disbursements. Add lines 24 and 25 222,816 1,872   220,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -70,349
b Net investment income (if negative, enter -0-) 150,595
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,993 1,884 1,884
2 Savings and temporary cash investments.........   504,891 504,891
3 Accounts receivable right arrow855
Less: allowance for doubtful accounts right arrow   482,794 855 855
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,656,911 Click to see attachment
List of Attached Documents:
// Content
2,592,365
5,724,355
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
2,354
Click to see attachment
List of Attached Documents:
// Content
2,354
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,142,698 3,102,349 6,234,339
Liabilities 17 Accounts payable and accrued expenses..........   30,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 30,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 782,215 782,215
28 Retained earnings, accumulated income, endowment, or other funds 2,360,483 2,290,134
29 Total net assets or fund balances (see instructions)..... 3,142,698 3,072,349
30 Total liabilities and net assets/fund balances (see instructions). 3,142,698 3,102,349
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
3,142,698
2
Enter amount from Part I, line 27a .....................
2
-70,349
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,072,349
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,072,349
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 3 SHS MARTIN MARIETTA MATLS INC COM P 2022-06-07 2023-01-09
b 5 SHS MARTIN MARIETTA MATLS INC COM P 2022-06-07 2023-01-10
c 2 SHS MARTIN MARIETTA MATLS INC COM P 2022-06-07 2023-01-13
d 3 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-18 2023-01-13
e 5 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-18 2023-01-23
5 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-18 2023-01-31
5 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-18 2023-02-06
2 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-18 2023-02-14
3 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-24 2023-02-14
7 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-24 2023-02-15
10 SHS MARTIN MARIETTA MATLS INC COM P 2022-05-20 2023-02-15
3 SHS INTUIT COM P 2023-04-18 2023-08-30
2 SHS INTUIT COM P 2023-05-11 2023-08-30
3 SHS INTUIT COM P 2023-04-25 2023-08-30
3 SHS INTUIT COM P 2023-01-31 2023-08-30
2 SHS INTUIT COM P 2023-01-31 2023-09-01
2 SHS INTUIT COM P 2023-05-24 2023-09-05
2 SHS INTUIT COM P 2023-01-26 2023-09-05
3 SHS INTUIT COM P 2023-01-26 2023-09-06
1 SHS INTUIT COM P 2023-01-24 2023-09-06
3 SHS INTUIT COM P 2023-01-24 2023-09-07
1 SHS INTUIT COM P 2023-01-24 2023-09-08
3 SHS INTUIT COM P 2023-03-01 2023-09-08
2 SHS INTUIT COM P 2023-03-01 2023-09-11
2 SHS INTUIT COM P 2023-02-17 2023-09-12
2 SHS INTUIT COM P 2023-02-17 2023-09-13
1 SHS INTUIT COM P 2023-02-17 2023-09-14
2 SHS INTUIT COM P 2023-01-20 2023-09-14
2 SHS INTUIT COM P 2023-01-20 2023-09-15
1 SHS INTUIT COM P 2023-01-20 2023-09-25
1 SHS INTUIT COM P 2023-03-13 2023-09-25
4 SHS INTUIT COM P 2023-03-13 2023-09-28
14 SHS INTUIT COM P 2023-01-19 2023-09-28
1 SHS VERALTO CORP COM SHS P 2023-07-14 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-06-30 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-07-13 2023-10-02
2 SHS VERALTO CORP COM SHS P 2023-06-26 2023-10-02
3 SHS VERALTO CORP COM SHS P 2023-06-21 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-07-17 2023-10-02
2 SHS VERALTO CORP COM SHS P 2023-06-23 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-07-03 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-07-05 2023-10-02
2 SHS VERALTO CORP COM SHS P 2023-06-22 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-06-29 2023-10-02
1 SHS VERALTO CORP COM SHS P 2023-07-11 2023-10-02
15 SHS VERALTO CORP COM SHS P 2023-06-20 2023-10-02
9 SHS VERALTO CORP COM SHS P 2023-06-20 2023-10-02
3 SHS VERALTO CORP COM SHS P 2023-06-20 2023-10-03
1 SHS VERALTO CORP COM SHS P 2023-07-07 2023-10-03
1 SHS VERALTO CORP COM SHS P 2023-07-10 2023-10-03
1 SHS VERALTO CORP COM SHS P 2023-07-06 2023-10-03
1 SHS VERALTO CORP COM SHS P 2023-06-28 2023-10-03
4 SHS VERALTO CORP COM SHS P 2023-06-27 2023-10-03
0 SHS VERALTO CORP COM SHS P 2023-06-27 2023-10-13
25 SHS DOLLAR GEN CORP NEW COM P 2023-08-16 2023-11-29
13 SHS DOLLAR GEN CORP NEW COM P 2023-08-16 2023-11-30
10 SHS DOLLAR GEN CORP NEW COM P 2023-08-18 2023-11-30
9 SHS DOLLAR GEN CORP NEW COM P 2023-08-18 2023-11-30
8 SHS DOLLAR GEN CORP NEW COM P 2023-08-18 2023-12-01
16 SHS DOLLAR GEN CORP NEW COM P 2023-08-21 2023-12-01
2 SHS DOLLAR GEN CORP NEW COM P 2023-08-21 2023-12-01
5 SHS DOLLAR GEN CORP NEW COM P 2023-08-17 2023-12-01
4 SHS DOLLAR GEN CORP NEW COM P 2023-08-17 2023-12-04
23 SHS DOLLAR GEN CORP NEW COM P 2023-08-17 2023-12-04
5 SHS DOLLAR GEN CORP NEW COM P 2023-08-17 2023-12-05
19 SHS DOLLAR GEN CORP NEW COM P 2023-08-15 2023-12-05
19 SHS DOLLAR GEN CORP NEW COM P 2023-08-15 2023-12-06
8 SHS DOLLAR GEN CORP NEW COM P 2023-08-22 2023-12-06
12 SHS DOLLAR GEN CORP NEW COM P 2023-08-22 2023-12-07
19 SHS DOLLAR GEN CORP NEW COM P 2023-08-23 2023-12-07
2 SHS DOLLAR GEN CORP NEW COM P 2023-08-30 2023-12-07
15 SHS DOLLAR GEN CORP NEW COM P 2023-08-30 2023-12-08
8 SHS DOLLAR GEN CORP NEW COM P 2023-08-28 2023-12-08
2 SHS DOLLAR GEN CORP NEW COM P 2023-08-28 2023-12-08
6 SHS DOLLAR GEN CORP NEW COM P 2023-08-28 2023-12-11
8 SHS DOLLAR GEN CORP NEW COM P 2023-08-29 2023-12-11
6 SHS DOLLAR GEN CORP NEW COM P 2023-08-29 2023-12-12
6 SHS DOLLAR GEN CORP NEW COM P 2023-08-25 2023-12-12
9 SHS DOLLAR GEN CORP NEW COM P 2023-08-25 2023-12-13
4 SHS DOLLAR GEN CORP NEW COM P 2023-08-24 2023-12-13
17 SHS DOLLAR GEN CORP NEW COM P 2023-08-24 2023-12-13
5 SHS SPLUNK INC COM P 2021-05-25 2023-01-04
5 SHS ADOBE INC COM P 2018-07-31 2023-01-04
1 SHS ADOBE INC COM P 2018-07-31 2023-01-06
2 SHS ADOBE INC COM P 2018-07-31 2023-01-06
2 SHS ADOBE INC COM P 2018-07-30 2023-01-06
5 SHS AIR PRODS & CHEMS INC COM P 2021-02-04 2023-01-06
1 SHS SPLUNK INC COM P 2021-05-07 2023-01-09
8 SHS ADOBE INC COM P 2018-07-30 2023-01-09
5 SHS ADOBE INC COM P 2018-07-30 2023-01-10
5 SHS SPLUNK INC COM P 2021-05-07 2023-01-10
4 SHS SPLUNK INC COM P 2021-05-07 2023-01-12
1 SHS SPLUNK INC COM P 2021-05-12 2023-01-12
5 SHS ADOBE INC COM P 2018-07-30 2023-01-13
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-13
5 SHS ADOBE INC COM P 2018-07-30 2023-01-17
5 SHS EQUINIX IN COM PAR $0.001 P 2018-05-03 2023-01-17
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-17
5 SHS SPLUNK INC COM P 2021-05-12 2023-01-18
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-18
5 SHS ADOBE INC COM P 2018-07-30 2023-01-20
5 SHS ADOBE INC COM P 2018-07-30 2023-01-20
4 SHS SPLUNK INC COM P 2021-05-12 2023-01-23
1 SHS SPLUNK INC COM P 2021-05-18 2023-01-23
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-23
5 SHS ADOBE INC COM P 2018-07-30 2023-01-25
5 SHS SPLUNK INC COM P 2021-05-18 2023-01-26
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-26
5 SHS AIR PRODS & CHEMS INC COM P 2021-02-04 2023-01-26
5 SHS CME GROUP INC COM P 2020-10-23 2023-01-26
5 SHS ADOBE INC COM P 2018-07-30 2023-01-27
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-27
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-01-30
4 SHS SPLUNK INC COM P 2021-05-18 2023-01-31
1 SHS SPLUNK INC COM P 2021-05-20 2023-01-31
5 SHS ADOBE INC COM P 2018-07-30 2023-01-31
2 SHS EQUINIX IN COM PAR $0.001 P 2018-05-03 2023-01-31
3 SHS EQUINIX IN COM PAR $0.001 P 2018-03-08 2023-01-31
5 SHS ADOBE INC COM P 2018-07-30 2023-02-01
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-02-01
5 SHS EQUIFAX INC COM P 2018-01-25 2023-02-01
5 SHS SS&C TECHNOLOGIES HLDGS INC COM P 2018-12-06 2023-02-02
1 SHS ADOBE INC COM P 2018-07-30 2023-02-02
4 SHS ADOBE INC COM P 2018-07-30 2023-02-02
7 SHS EQUINIX IN COM PAR $0.001 P 2018-03-08 2023-02-02
33 SHS META PLATFORMS INC P 2018-07-27 2023-02-02
5 SHS EQUINIX IN COM PAR $0.001 P 2018-05-08 2023-02-02
5 SHS SPLUNK INC COM P 2021-05-20 2023-02-03
5 SHS EQUINIX IN COM PAR $0.001 P 2018-05-08 2023-02-03
5 SHS ADOBE INC COM P 2018-07-30 2023-02-06
4 SHS SPLUNK INC COM P 2021-05-20 2023-02-07
10 SHS SPLUNK INC COM P 2021-05-13 2023-02-07
5 SHS ADOBE INC COM P 2018-07-30 2023-02-08
5 SHS CME GROUP INC COM P 2020-10-23 2023-02-08
5 SHS CME GROUP INC COM P 2020-08-05 2023-02-08
5 SHS EQUINIX IN COM PAR $0.001 P 2018-12-24 2023-02-09
5 SHS ADOBE INC COM P 2018-10-10 2023-02-13
5 SHS CME GROUP INC COM P 2020-08-05 2023-02-16
5 SHS ADOBE INC COM P 2018-10-10 2023-02-16
5 SHS CME GROUP INC COM P 2020-07-30 2023-02-22
5 SHS CME GROUP INC COM P 2020-07-30 2023-02-23
5 SHS CME GROUP INC COM P 2020-07-30 2023-02-24
5 SHS ADOBE INC COM P 2018-10-10 2023-02-27
4 SHS CME GROUP INC COM P 2020-07-30 2023-02-27
5 SHS CHARTER COMMUNICATIONS INC NEW CL A P 2017-06-28 2023-02-28
1 SHS CME GROUP INC COM P 2020-07-30 2023-02-28
4 SHS CME GROUP INC COM P 2020-10-27 2023-02-28
4 SHS CME GROUP INC COM P 2020-10-27 2023-03-02
5 SHS ADOBE INC COM P 2018-10-10 2023-03-03
2 SHS CME GROUP INC COM P 2020-10-27 2023-03-03
3 SHS CME GROUP INC COM P 2020-10-26 2023-03-03
5 SHS ADOBE INC COM P 2018-10-10 2023-03-03
15 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-05 2023-03-06
4 SHS EQUINIX IN COM PAR $0.001 P 2018-12-24 2023-03-08
1 SHS CME GROUP INC COM P 2020-10-26 2023-03-10
1 SHS EQUINIX IN COM PAR $0.001 P 2018-12-24 2023-03-10
5 SHS ADOBE INC COM P 2018-10-10 2023-03-13
5 SHS CME GROUP INC COM P 2020-10-26 2023-03-13
5 SHS EQUINIX IN COM PAR $0.001 P 2018-12-24 2023-03-13
4 SHS AIR PRODS & CHEMS INC COM P 2021-02-04 2023-03-13
1 SHS AIR PRODS & CHEMS INC COM P 2021-02-08 2023-03-13
5 SHS ADOBE INC COM P 2018-10-11 2023-03-15
15 SHS ADOBE INC COM P 2018-10-11 2023-03-16
2 SHS ADOBE INC COM P 2018-10-30 2023-03-16
8 SHS ADOBE INC COM P 2018-10-30 2023-03-16
7 SHS ADOBE INC COM P 2018-11-19 2023-03-16
1 SHS CME GROUP INC COM P 2020-10-26 2023-03-16
4 SHS CME GROUP INC COM P 2020-11-05 2023-03-16
3 SHS ADOBE INC COM P 2018-11-19 2023-03-17
4 SHS ADOBE INC COM P 2018-12-17 2023-03-17
5 SHS ADOBE INC COM P 2018-12-17 2023-03-20
1 SHS ADOBE INC COM P 2018-12-17 2023-03-21
4 SHS ADOBE INC COM P 2018-12-21 2023-03-21
5 SHS ADOBE INC COM P 2018-12-21 2023-03-22
5 SHS CHARTER COMMUNICATIONS INC NEW CL A P 2017-06-28 2023-03-22
5 SHS CME GROUP INC COM P 2020-11-05 2023-03-23
5 SHS ADOBE INC COM P 2018-12-21 2023-03-24
5 SHS ADOBE INC COM P 2018-12-21 2023-03-24
18 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-05 2023-03-27
2 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-05 2023-03-28
8 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-03-28
1 SHS CME GROUP INC COM P 2020-11-05 2023-03-28
4 SHS CME GROUP INC COM P 2020-10-28 2023-03-28
1 SHS ADOBE INC COM P 2018-12-21 2023-03-29
4 SHS ADOBE INC COM P 2018-12-24 2023-03-29
5 SHS EQUINIX IN COM PAR $0.001 P 2018-12-24 2023-03-29
10 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-03-29
10 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-03-30
9 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-03-31
4 SHS AIR PRODS & CHEMS INC COM P 2021-02-08 2023-03-31
5 SHS ADOBE INC COM P 2018-12-24 2023-03-31
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-18 2023-03-31
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-05-28 2023-03-31
6 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-05-28 2023-04-03
3 SHS CME GROUP INC COM P 2020-10-28 2023-04-03
5 SHS CHARTER COMMUNICATIONS INC NEW CL A P 2017-06-28 2023-04-03
1 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-05-28 2023-04-04
4 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-03 2023-04-04
3 SHS CME GROUP INC COM P 2020-10-28 2023-04-04
5 SHS ADOBE INC COM P 2018-12-24 2023-04-05
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-03 2023-04-05
1 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-03 2023-04-06
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-01 2023-04-06
10 SHS STARBUCKS CORP COM P 2022-02-09 2023-04-06
48 SHS STARBUCKS CORP COM P 2022-02-10 2023-04-06
9 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-06
27 SHS STARBUCKS CORP COM P 2022-02-10 2023-04-06
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-01 2023-04-10
17 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-10
15 SHS STARBUCKS CORP COM P 2022-02-10 2023-04-10
2 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-06-01 2023-04-11
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-12-21 2023-04-11
3 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-11
3 SHS ADOBE INC COM P 2018-12-24 2023-04-11
5 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-11
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-12-21 2023-04-11
5 SHS STARBUCKS CORP COM P 2022-02-07 2023-04-11
5 SHS STARBUCKS CORP COM P 2022-02-07 2023-04-11
30 SHS STARBUCKS CORP COM P 2022-02-07 2023-04-11
3 SHS STARBUCKS CORP COM P 2022-02-08 2023-04-11
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-12-21 2023-04-12
3 SHS ADOBE INC COM P 2018-12-24 2023-04-12
3 SHS AIR PRODS & CHEMS INC COM P 2021-02-08 2023-04-12
3 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-12
32 SHS STARBUCKS CORP COM P 2022-02-08 2023-04-12
3 SHS STARBUCKS CORP COM P 2022-02-08 2023-04-12
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-12-21 2023-04-13
5 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-13
12 SHS STARBUCKS CORP COM P 2022-02-08 2023-04-13
21 SHS STARBUCKS CORP COM P 2022-02-11 2023-04-13
4 SHS STARBUCKS CORP COM P 2022-02-11 2023-04-13
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2020-12-21 2023-04-14
6 SHS LIBERTY MEDIA CORP DELAWARE COM C FRMLA P 2017-09-20 2023-04-14
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2 SHS TE CONNECTIVITY LTD REG SHS P 2021-06-28 2023-12-14
4 SHS TE CONNECTIVITY LTD REG SHS P 2021-06-23 2023-12-14
6 SHS EQUIFAX INC COM P 2018-01-24 2023-12-15
3 SHS META PLATFORMS INC P 2019-06-03 2023-12-15
4 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-15
2 SHS TE CONNECTIVITY LTD REG SHS P 2021-06-23 2023-12-15
2 SHS TE CONNECTIVITY LTD REG SHS P 2021-06-23 2023-12-18
4 SHS META PLATFORMS INC P 2019-06-03 2023-12-18
4 SHS EQUIFAX INC COM P 2018-01-24 2023-12-18
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-18
2 SHS META PLATFORMS INC P 2019-06-03 2023-12-19
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-19
2 SHS TE CONNECTIVITY LTD REG SHS P 2021-06-23 2023-12-19
2 SHS EQUIFAX INC COM P 2018-01-24 2023-12-19
2 SHS META PLATFORMS INC P 2019-06-03 2023-12-19
3 SHS META PLATFORMS INC P 2019-06-03 2023-12-20
6 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-20
2 SHS TE CONNECTIVITY LTD REG SHS P 2022-03-22 2023-12-20
3 SHS EQUIFAX INC COM P 2018-01-24 2023-12-20
2 SHS META PLATFORMS INC P 2019-06-03 2023-12-21
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-21
3 SHS EQUIFAX INC COM P 2018-01-24 2023-12-21
2 SHS TE CONNECTIVITY LTD REG SHS P 2022-03-22 2023-12-21
2 SHS ALPHABET INC CAP STK CL A P 2018-02-21 2023-12-22
2 SHS META PLATFORMS INC P 2019-06-03 2023-12-22
2 SHS TE CONNECTIVITY LTD REG SHS P 2022-03-22 2023-12-22
6 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-22
2 SHS EQUIFAX INC COM P 2018-01-24 2023-12-22
2 SHS ALPHABET INC CAP STK CL A P 2018-02-21 2023-12-26
4 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-26
4 SHS EQUIFAX INC COM P 2018-01-24 2023-12-26
4 SHS META PLATFORMS INC P 2019-06-03 2023-12-27
6 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-27
5 SHS EQUIFAX INC COM P 2018-01-24 2023-12-27
3 SHS TE CONNECTIVITY LTD REG SHS P 2022-03-22 2023-12-27
2 SHS META PLATFORMS INC P 2019-06-03 2023-12-28
5 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-28
1 SHS TE CONNECTIVITY LTD REG SHS P 2022-03-22 2023-12-28
1 SHS TE CONNECTIVITY LTD REG SHS P 2021-07-19 2023-12-28
3 SHS EQUIFAX INC COM P 2018-01-24 2023-12-28
2 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-29
3 SHS FIDELITY NATL INFORMATION SVCS COM P 2019-05-09 2023-12-29
ST CLASS ACTION PROC-NIELSEN P 1999-12-31 1999-12-31
ST CLASS ACTION PROC-WWE P 1999-12-31 1999-12-31
(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 1,045   1,043 2
b 1,714   1,739 -25
c 706   696 10
d 1,059   974 85
e 1,741   1,623 118
1,776   1,623 153
1,777   1,623 154
712   649 63
1,068   971 97
2,668   2,266 402
3,811   3,230 581
1,614   1,327 287
1,076   854 222
1,619   1,271 348
1,619   1,260 359
1,091   840 251
1,103   834 269
1,103   818 285
1,649   1,227 422
550   402 148
1,662   1,207 455
553   402 151
1,658   1,204 454
1,100   803 297
1,089   801 288
1,083   801 282
545   401 144
1,090   786 304
1,089   786 303
508   393 115
508   392 116
2,022   1,568 454
7,076   5,353 1,723
57   56 1
57   56 1
86   83 3
172   166 6
229   222 7
57   55 2
201   194 7
57   55 2
57   55 2
201   193 8
86   83 3
86   83 3
1,319   1,265 54
774   739 35
208   219 -11
52   55 -3
78   82 -4
78   82 -4
52   54 -2
312   326 -14
25   27 -2
3,223   4,128 -905
1,687   2,147 -460
1,298   1,631 -333
1,177   1,468 -291
1,065   1,305 -240
2,130   2,597 -467
267   325 -58
668   811 -143
542   649 -107
3,108   3,730 -622
670   811 -141
2,547   3,080 -533
2,545   3,080 -535
1,072   1,279 -207
1,602   1,918 -316
2,537   3,020 -483
267   312 -45
1,924   2,343 -419
1,026   1,246 -220
269   312 -43
752   935 -183
1,002   1,244 -242
742   933 -191
742   931 -189
1,140   1,396 -256
507   617 -110
2,201   2,623 -422
447   566 -119
1,705   1,221 484
332   244 88
664   488 176
664   488 176
1,552   1,279 273
87   119 -32
2,756   1,952 804
1,695   1,220 475
430   594 -164
352   475 -123
88   116 -28
1,702   1,220 482
279   229 50
1,727   1,220 507
3,591   2,008 1,583
282   229 53
442   580 -138
281   229 52
1,761   1,220 541
1,772   1,220 552
368   464 -96
92   116 -24
291   229 62
1,779   1,220 559
472   579 -107
291   229 62
1,574   1,279 295
885   819 66
1,848   1,220 628
297   229 68
295   229 66
379   464 -85
95   116 -21
1,842   1,220 622
1,471   803 668
2,207   1,169 1,038
1,916   1,220 696
304   229 75
1,120   634 486
313   229 84
393   244 149
1,572   976 596
5,298   2,727 2,571
6,150   5,795 355
3,786   1,934 1,852
527   579 -52
3,664   1,934 1,730
1,881   1,220 661
421   463 -42
1,054   1,130 -76
1,894   1,220 674
929   819 110
936   818 118
3,694   1,702 1,992
1,867   1,218 649
941   818 123
1,845   1,218 627
936   815 121
935   815 120
934   815 119
1,613   1,218 395
743   652 91
1,840   1,683 157
185   163 22
740   642 98
738   642 96
1,716   1,218 498
371   321 50
557   479 78
1,701   1,218 483
1,131   574 557
2,800   1,361 1,439
176   160 16
673   340 333
1,637   1,218 419
901   798 103
3,440   1,702 1,738
1,127   1,023 104
282   254 28
1,660   1,197 463
5,234   3,592 1,642
698   471 227
2,802   1,883 919
2,451   1,596 855
187   160 27
748   604 144
1,071   684 387
1,429   888 541
1,810   1,109 701
368   222 146
1,472   850 622
1,854   1,062 792
1,738   1,683 55
898   755 143
1,861   1,062 799
1,869   1,062 807
1,340   689 651
149   77 72
595   300 295
187   151 36
748   601 147
378   212 166
1,512   834 678
3,454   1,702 1,752
749   376 373
752   376 376
676   338 338
1,137   1,015 122
1,912   1,043 869
161   419 -258
161   418 -257
324   837 -513
572   451 121
1,773   1,683 90
53   139 -86
213   556 -343
578   451 127
1,905   1,043 862
267   695 -428
55   139 -84
164   417 -253
1,046   973 73
5,020   4,599 421
667   338 329
2,836   2,587 249
273   695 -422
1,265   638 627
1,564   1,437 127
112   278 -166
167   417 -250
222   113 109
1,115   626 489
373   188 185
280   695 -415
529   479 50
529   479 50
3,174   2,869 305
317   285 32
278   695 -417
1,119   626 493
863   761 102
222   113 109
3,385   3,044 341
319   285 34
170   417 -247
371   188 183
1,280   1,142 138
2,240   1,996 244
428   380 48
171   417 -246
445   225 220
1,073   950 123
1,073   949 124
1,073   946 127
107   94 13
57   139 -82
115   278 -163
3,454   3,021 433
649   566 83
224   113 111
1,828   1,964 -136
183   189 -6
108   94 14
1,082   937 145
2,164   1,873 291
325   280 45
182   189 -7
751   653 98
1,073   932 141
536   456 80
1,073   905 168
1,073   902 171
1,069   896 173
1,069   877 192
1,069   869 200
321   260 61
734   755 -21
744   755 -11
754   606 148
1,076   849 227
873   761 112
559   566 -7
918   944 -26
872   761 111
230   176 54
3,219   2,458 761
481   351 130
240   175 65
958   701 257
870   761 109
1,022   1,009 13
714   526 188
174   417 -243
2,923   2,690 233
737   673 64
114   278 -164
722   526 196
876   761 115
722   673 49
543   566 -23
708   526 182
875   759 116
887   759 128
224   113 111
2,335   1,753 582
1,867   1,403 464
1,658   1,227 431
1,635   1,227 408
673   338 335
714   526 188
714   526 188
1,013   1,009 4
724   526 198
112   278 -166
56   139 -83
112   278 -166
485   351 134
732   526 206
114   278 -164
115   278 -163
490   351 139
173   416 -243
750   526 224
684   673 11
58   139 -81
58   139 -81
289   693 -404
498   351 147
494   351 143
505   351 154
509   351 158
516   351 165
522   351 171
658   672 -14
1,056   701 355
525   351 174
196   189 7
1,956   1,839 117
1,956   1,838 118
1,174   1,079 95
791   719 72
1,977   1,791 186
1,977   1,781 196
1,977   1,763 214
1,977   1,752 225
1,977   1,555 422
1,093   701 392
661   672 -11
1,001   768 233
273   175 98
548   351 197
275   175 100
563   506 57
529   351 178
1,001   1,008 -7
386   188 198
391   188 203
633   300 333
159   75 84
582   506 76
291   253 38
586   505 81
855   526 329
570   351 219
1,487   713 774
685   672 13
464   225 239
563   351 212
569   351 218
464   225 239
1,219   1,426 -207
575   505 70
154   75 79
135   158 -23
675   731 -56
570   351 219
154   75 79
574   351 223
270   292 -22
405   439 -34
135   142 -7
270   284 -14
273   284 -11
136   141 -5
675   711 -36
1,145   701 444
581   505 76
2,148   2,016 132
1,233   1,271 -38
548   553 -5
828   829 -1
2,055   1,769 286
2,387   2,021 366
280   276 4
1,121   1,103 18
233   555 -322
583   1,384 -801
583   1,383 -800
1,192   1,011 181
700   687 13
295   175 120
370   336 34
696   687 9
139   136 3
120   276 -156
598   1,382 -784
589   351 238
736   672 64
177   413 -236
296   689 -393
533   1,238 -705
1,260   1,225 35
140   135 5
750   672 78
878   526 352
564   541 23
282   270 12
760   672 88
1,160   1,011 149
282   270 12
594   351 243
564   540 24
627   351 276
765   672 93
285   270 15
998   943 55
424   404 20
308   169 139
374   336 38
427   403 24
1,183   1,227 -44
2,367   2,097 270
3,003   2,621 382
596   524 72
5,960   5,137 823
1,192   962 230
311   169 142
571   537 34
783   672 111
632   339 293
629   339 290
781   672 109
427   403 24
183   413 -230
344   202 142
221   130 91
82   46 36
82   46 36
163   90 73
93   52 41
21   12 9
122   275 -153
427   403 24
51   30 21
78   44 34
89   50 39
44   25 19
78   44 34
44   25 19
35   19 16
9   5 4
11   6 5
44   22 22
89   44 45
22   11 11
11   5 6
122   58 64
184   413 -229
425   403 22
123   275 -152
62   138 -76
62   137 -75
282   269 13
289   269 20
144   134 10
394   336 58
394   333 61
1,445   1,339 106
1,295   678 617
1,288   678 610
1,146   1,071 75
792   666 126
143   134 9
1,001   935 66
807   666 141
6   4 2
822   666 156
430   401 29
574   532 42
549   1,231 -682
61   137 -76
570   532 38
846   666 180
630   339 291
446   212 234
294   139 155
108   49 59
108   49 59
216   97 119
124   55 69
108   48 60
108   47 61
112   49 63
746   881 -135
746   880 -134
1,493   1,751 -258
746   875 -129
746   873 -127
746   858 -112
746   858 -112
746   856 -110
1,493   1,712 -219
746   853 -107
746   851 -105
746   850 -104
746   848 -102
746   841 -95
523   582 -59
840   666 174
11   5 6
61   27 34
106   47 59
61   27 34
49   20 29
12   5 7
15   6 9
61   24 37
121   47 74
30   12 18
15   6 9
167   62 105
224   249 -25
745   829 -84
1,491   1,657 -166
3,726   4,123 -397
745   824 -79
745   819 -74
745   818 -73
745   815 -70
745   814 -69
1,491   1,613 -122
745   804 -59
745   797 -52
745   793 -48
1,491   1,574 -83
745   782 -37
745   781 -36
745   781 -36
745   780 -35
745   775 -30
745   773 -28
745   773 -28
1,491   1,545 -54
745   769 -24
745   767 -22
745   766 -21
522   535 -13
223   229 -6
745   764 -19
745   749 -4
745   745 0
745   745 0
745   743 2
745   743 2
745   742 3
745   742 3
745   741 4
745   741 4
745   740 5
745   740 5
745   739 6
745   738 7
745   738 7
745   737 8
745   737 8
1,490   1,471 19
745   734 11
745   734 11
745   732 13
745   730 15
745   730 15
745   729 16
1,490   1,457 33
5,214   5,089 125
298   291 7
447   436 11
745   726 19
745   724 21
745   723 22
745   723 22
745   722 23
745   721 24
1,491   1,442 49
745   720 25
745   720 25
745   720 25
3,206   3,088 118
2,758   2,657 101
745   718 27
745   718 27
745   717 28
1,491   1,434 57
745   716 29
745   714 31
745   712 33
745   712 33
745   712 33
745   711 34
895   853 42
596   569 27
745   710 35
745   708 37
745   706 39
745   704 41
745   704 41
745   699 46
1,491   1,382 109
745   690 55
373   336 37
745   656 89
1,491   1,262 229
745   608 137
1,491   1,163 328
2,236   1,740 496
373   290 83
373   290 83
1,045   811 234
447   347 100
1,492   1,154 338
746   577 169
746   575 171
1,492   1,143 349
746   563 183
746   559 187
746   557 189
1,492   1,096 396
2,237   1,640 597
746   547 199
597   436 161
1,640   1,198 442
1,491   1,089 402
2,982   2,139 843
2,237   1,592 645
1,491   1,045 446
1,284   999 285
745   523 222
2,744   1,180 1,564
521   225 296
856   666 190
857   666 191
1,039   449 590
391   169 222
858   666 192
263   112 151
9   5 4
829   666 163
263   112 151
260   112 148
262   112 150
856   666 190
1,076   449 627
884   666 218
541   225 316
546   225 321
1,785   1,443 342
271   112 159
678   281 397
270   112 158
1,194   962 232
674   281 393
1,198   962 236
272   112 160
410   169 241
869   666 203
877   666 211
271   112 159
272   112 160
413   169 244
909   666 243
415   169 246
911   666 245
275   112 163
272   112 160
1,342   999 343
881   666 215
866   666 200
864   666 198
861   666 195
1,642   674 968
944   508 436
551   225 326
635   339 296
643   339 304
277   112 165
2,220   1,665 555
477   1,229 -752
531   1,365 -834
531   1,364 -833
318   818 -500
212   545 -333
372   951 -579
896   666 230
449   333 116
419   169 250
1,344   999 345
638   339 299
827   337 490
1,792   1,332 460
157   408 -251
524   1,355 -831
640   339 301
972   393 579
1,368   997 371
835   337 498
536   1,339 -803
429   1,061 -632
836   337 499
105   265 -160
421   1,049 -628
642   339 303
2,254   1,662 592
692   281 411
886   665 221
104   262 -158
518   1,310 -792
817   337 480
509   1,308 -799
153   392 -239
866   665 201
818   337 481
350   915 -565
250   652 -402
252   652 -400
555   1,428 -873
1,109   449 660
632   339 293
863   665 198
635   1,688 -1,053
823   665 158
631   1,688 -1,057
615   1,688 -1,073
480   1,296 -816
144   389 -245
777   665 112
634   1,684 -1,050
49   130 -81
796   665 131
804   665 139
147   389 -242
490   1,288 -798
509   1,265 -756
305   747 -442
1,234   997 237
604   481 123
604   479 125
204   498 -294
621   339 282
520   1,245 -725
104   245 -141
841   665 176
1,212   957 255
104   245 -141
1,217   957 260
619   1,470 -851
520   225 295
638   339 299
262   112 150
203   490 -287
405   977 -572
829   665 164
1,237   957 280
1,244   957 287
639   339 300
105   244 -139
210   486 -276
263   112 151
319   729 -410
815   665 150
313   729 -416
626   479 147
626   476 150
263   112 151
263   112 151
208   486 -278
104   242 -138
407   332 75
407   332 75
651   339 312
327   169 158
327   169 158
396   169 227
367   848 -481
1,959   1,427 532
404   169 235
671   339 332
597   1,332 -735
1,307   951 356
327   726 -399
268   112 156
668   339 329
216   484 -268
108   240 -132
273   112 161
269   112 157
327   720 -393
668   339 329
109   240 -131
218   468 -250
817   665 152
271   112 159
274   585 -311
678   339 339
110   234 -124
273   112 161
338   169 169
338   169 169
109   234 -125
109   234 -125
683   337 346
674   337 337
112   234 -122
673   337 336
171   351 -180
171   346 -175
171   346 -175
234   461 -227
175   346 -171
351   692 -341
666   337 329
799   665 134
867   508 359
217   127 90
297   577 -280
662   381 281
119   231 -112
1,332   761 571
895   508 387
2,180   2,043 137
2,180   2,040 140
2,180   2,035 145
359   692 -333
1,734   1,626 108
446   251 195
298   577 -279
359   692 -333
449   251 198
432   407 25
864   812 52
293   577 -284
646   609 37
687   377 310
294   577 -283
693   377 316
295   577 -282
348   692 -344
468   251 217
1,429   951 478
649   609 40
668   337 331
671   337 334
472   922 -450
481   251 230
658   609 49
363   692 -329
3,470   1,760 1,710
123   231 -108
286   266 20
571   531 40
1,478   754 724
1,009   506 503
239   461 -222
284   265 19
283   265 18
1,377   674 703
997   503 494
300   577 -277
701   337 364
300   577 -277
282   265 17
496   251 245
702   337 365
1,056   506 550
358   692 -334
282   265 17
726   377 349
704   337 367
296   577 -281
723   377 346
280   265 15
283   112 171
708   337 371
282   265 17
360   692 -332
486   251 235
283   112 171
240   461 -221
980   503 477
1,430   674 756
362   692 -330
1,249   629 620
422   397 25
719   337 382
303   577 -274
141   132 9
141   132 9
749   377 372
121   231 -110
181   346 -165
117     117
32     32
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       2
b       -25
c       10
d       85
e       118
      153
      154
      63
      97
      402
      581
      287
      222
      348
      359
      251
      269
      285
      422
      148
      455
      151
      454
      297
      288
      282
      144
      304
      303
      115
      116
      454
      1,723
      1
      1
      3
      6
      7
      2
      7
      2
      2
      8
      3
      3
      54
      35
      -11
      -3
      -4
      -4
      -2
      -14
      -2
      -905
      -460
      -333
      -291
      -240
      -467
      -58
      -143
      -107
      -622
      -141
      -533
      -535
      -207
      -316
      -483
      -45
      -419
      -220
      -43
      -183
      -242
      -191
      -189
      -256
      -110
      -422
      -119
      484
      88
      176
      176
      273
      -32
      804
      475
      -164
      -123
      -28
      482
      50
      507
      1,583
      53
      -138
      52
      541
      552
      -96
      -24
      62
      559
      -107
      62
      295
      66
      628
      68
      66
      -85
      -21
      622
      668
      1,038
      696
      75
      486
      84
      149
      596
      2,571
      355
      1,852
      -52
      1,730
      661
      -42
      -76
      674
      110
      118
      1,992
      649
      123
      627
      121
      120
      119
      395
      91
      157
      22
      98
      96
      498
      50
      78
      483
      557
      1,439
      16
      333
      419
      103
      1,738
      104
      28
      463
      1,642
      227
      919
      855
      27
      144
      387
      541
      701
      146
      622
      792
      55
      143
      799
      807
      651
      72
      295
      36
      147
      166
      678
      1,752
      373
      376
      338
      122
      869
      -258
      -257
      -513
      121
      90
      -86
      -343
      127
      862
      -428
      -84
      -253
      73
      421
      329
      249
      -422
      627
      127
      -166
      -250
      109
      489
      185
      -415
      50
      50
      305
      32
      -417
      493
      102
      109
      341
      34
      -247
      183
      138
      244
      48
      -246
      220
      123
      124
      127
      13
      -82
      -163
      433
      83
      111
      -136
      -6
      14
      145
      291
      45
      -7
      98
      141
      80
      168
      171
      173
      192
      200
      61
      -21
      -11
      148
      227
      112
      -7
      -26
      111
      54
      761
      130
      65
      257
      109
      13
      188
      -243
      233
      64
      -164
      196
      115
      49
      -23
      182
      116
      128
      111
      582
      464
      431
      408
      335
      188
      188
      4
      198
      -166
      -83
      -166
      134
      206
      -164
      -163
      139
      -243
      224
      11
      -81
      -81
      -404
      147
      143
      154
      158
      165
      171
      -14
      355
      174
      7
      117
      118
      95
      72
      186
      196
      214
      225
      422
      392
      -11
      233
      98
      197
      100
      57
      178
      -7
      198
      203
      333
      84
      76
      38
      81
      329
      219
      774
      13
      239
      212
      218
      239
      -207
      70
      79
      -23
      -56
      219
      79
      223
      -22
      -34
      -7
      -14
      -11
      -5
      -36
      444
      76
      132
      -38
      -5
      -1
      286
      366
      4
      18
      -322
      -801
      -800
      181
      13
      120
      34
      9
      3
      -156
      -784
      238
      64
      -236
      -393
      -705
      35
      5
      78
      352
      23
      12
      88
      149
      12
      243
      24
      276
      93
      15
      55
      20
      139
      38
      24
      -44
      270
      382
      72
      823
      230
      142
      34
      111
      293
      290
      109
      24
      -230
      142
      91
      36
      36
      73
      41
      9
      -153
      24
      21
      34
      39
      19
      34
      19
      16
      4
      5
      22
      45
      11
      6
      64
      -229
      22
      -152
      -76
      -75
      13
      20
      10
      58
      61
      106
      617
      610
      75
      126
      9
      66
      141
      2
      156
      29
      42
      -682
      -76
      38
      180
      291
      234
      155
      59
      59
      119
      69
      60
      61
      63
      -135
      -134
      -258
      -129
      -127
      -112
      -112
      -110
      -219
      -107
      -105
      -104
      -102
      -95
      -59
      174
      6
      34
      59
      34
      29
      7
      9
      37
      74
      18
      9
      105
      -25
      -84
      -166
      -397
      -79
      -74
      -73
      -70
      -69
      -122
      -59
      -52
      -48
      -83
      -37
      -36
      -36
      -35
      -30
      -28
      -28
      -54
      -24
      -22
      -21
      -13
      -6
      -19
      -4
      0
      0
      2
      2
      3
      3
      4
      4
      5
      5
      6
      7
      7
      8
      8
      19
      11
      11
      13
      15
      15
      16
      33
      125
      7
      11
      19
      21
      22
      22
      23
      24
      49
      25
      25
      25
      118
      101
      27
      27
      28
      57
      29
      31
      33
      33
      33
      34
      42
      27
      35
      37
      39
      41
      41
      46
      109
      55
      37
      89
      229
      137
      328
      496
      83
      83
      234
      100
      338
      169
      171
      349
      183
      187
      189
      396
      597
      199
      161
      442
      402
      843
      645
      446
      285
      222
      1,564
      296
      190
      191
      590
      222
      192
      151
      4
      163
      151
      148
      150
      190
      627
      218
      316
      321
      342
      159
      397
      158
      232
      393
      236
      160
      241
      203
      211
      159
      160
      244
      243
      246
      245
      163
      160
      343
      215
      200
      198
      195
      968
      436
      326
      296
      304
      165
      555
      -752
      -834
      -833
      -500
      -333
      -579
      230
      116
      250
      345
      299
      490
      460
      -251
      -831
      301
      579
      371
      498
      -803
      -632
      499
      -160
      -628
      303
      592
      411
      221
      -158
      -792
      480
      -799
      -239
      201
      481
      -565
      -402
      -400
      -873
      660
      293
      198
      -1,053
      158
      -1,057
      -1,073
      -816
      -245
      112
      -1,050
      -81
      131
      139
      -242
      -798
      -756
      -442
      237
      123
      125
      -294
      282
      -725
      -141
      176
      255
      -141
      260
      -851
      295
      299
      150
      -287
      -572
      164
      280
      287
      300
      -139
      -276
      151
      -410
      150
      -416
      147
      150
      151
      151
      -278
      -138
      75
      75
      312
      158
      158
      227
      -481
      532
      235
      332
      -735
      356
      -399
      156
      329
      -268
      -132
      161
      157
      -393
      329
      -131
      -250
      152
      159
      -311
      339
      -124
      161
      169
      169
      -125
      -125
      346
      337
      -122
      336
      -180
      -175
      -175
      -227
      -171
      -341
      329
      134
      359
      90
      -280
      281
      -112
      571
      387
      137
      140
      145
      -333
      108
      195
      -279
      -333
      198
      25
      52
      -284
      37
      310
      -283
      316
      -282
      -344
      217
      478
      40
      331
      334
      -450
      230
      49
      -329
      1,710
      -108
      20
      40
      724
      503
      -222
      19
      18
      703
      494
      -277
      364
      -277
      17
      245
      365
      550
      -334
      17
      349
      367
      -281
      346
      15
      171
      371
      17
      -332
      235
      171
      -221
      477
      756
      -330
      620
      25
      382
      -274
      9
      9
      372
      -110
      -165
      117
      32
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 88,896
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 2,093
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 2,093
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 2,093
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,145
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,145
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,052
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,052 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCOL HENRY CROWN SCHOLARSHIP FUND Telephone no.right arrow (312) 236-6300

Located atright arrow222 N LASALLE ST- 2000CHICAGOIL ZIP+4right arrow606011109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RICHARD ROBB VICE PRESIDENT & DIRECTOR
0.25
0 0 0
222 NORTH LASALLE ST
CHICAGO,IL60601
SARA CROWN STAR PRESIDENT & DIRECTOR
0.25
0 0 0
222 NORTH LASALLE ST
CHICAGO,IL60601
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,097,727
b
Average of monthly cash balances.......................
1b
476,644
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,574,371
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
5,574,371
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
83,616
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,490,755
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
274,538
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
274,538
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,093
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,093
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
272,445
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
272,445
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
272,445
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
220,944
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
220,944
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 7 272,445
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 99,394
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 220,944
a Applied to 2022, but not more than line 2a 99,394
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..... 121,550
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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 ..........
150,895
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
RICHARD ROBB
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

JUNIOR ACHIEVEMENT OF CHICAGO

651 WEST WASHINGTON SUITE 404
CHICAGO,IL60661
N/A PC GENERAL FUNDING 220,929
Total .................................right arrow 3a 220,929
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 63,571  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 88,896  
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) .. 0 152,467 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
152,467
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
THE COLONEL HENRY CROWN SCHOLARSHIP FUND
EIN:
36-3743047
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CAP STK CL A 87,930 238,032
AMAZON COM INC COM 137,389 149,813
CANADIAN PACIFIC KANSAS CITY COM 48,829 53,049
CHARLES RIV LABS INTL INC COM 56,102 66,428
CHARTER COMMUNICATIONS INC NEW CL A 23,924 28,374
COPART INC COM 42,948 75,950
DANAHER CORPORATION COM 31,449 34,932
ENTEGRIS INC COM 55,731 85,192
EQUIFAX INC COM 46,426 98,916
META PLATFORMS INC 10,072 22,299
FIDELITY NATL INFORMATION SVCS COM 24,899 13,155
GUIDEWIRE SOFTWARE INC COM 79,135 89,413
HILTON WORLDWIDE HLDGS INC COM 107,420 142,759
INTERCONTINENTAL EXCHANGE INC COM 154,353 385,290
IQVIA HLDGS INC COM 84,281 249,890
JPMORGAN CHASE & CO COM 17,530 449,064
LIBERTY MEDIA CORP DELAWARE COM C FRMLA 51,060 96,273
MASTERCARD INC CL A 131,975 1,194,228
MICROSOFT CORP COM 97,711 250,067
MOODYS CORP COM 56,913 74,206
MTU AERO ENGINES A 78,439 79,587
PTC INC COM 102,995 223,774
SAFRAN 126,536 228,992
SALESFORCE COM INC COM 80,545 109,203
SBA COMMUNICATIONS CORP NEW CL A 32,131 65,959
SERVICENOW INC COM 84,471 220,425
SHERWIN WILLIAMS CO COM 42,070 123,512
SPDR S&P 500 ETF TR UNIT SER 1 S&P 66,261 133,087
SS&C TECHNOLOGIES HLDGS INC COM 48,998 67,160
THERMO FISHER SCIENTIFIC INC COM 126,995 158,706
TE CONNECTIVITY LTD REG SHS 32,343 35,687
VERISIGN INC COM 107,786 112,660
VULVAN MATLS CO COM 73,372 98,522
WENDYS CO COM 51,095 67,693
WORKDAY INC CL A 82,349 117,602
ZILLOW GROUP INC CL A 109,902 84,456

TY 2023 OtherAssetsSchedule
Name:
THE COLONEL HENRY CROWN SCHOLARSHIP FUND
EIN:
36-3743047
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SALES PENDING SETTLEMENT   2,354 2,354


TY 2023 OtherExpensesSchedule
Name:
THE COLONEL HENRY CROWN SCHOLARSHIP FUND
EIN:
36-3743047
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 1,459 1,444   15


TY 2023 TaxesSchedule
Name:
THE COLONEL HENRY CROWN SCHOLARSHIP FUND
EIN:
36-3743047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATED PAYMENTS 0 0   0
2022 FEDERAL 990-PF 0 0   0
FOREIGN TAXES 428 428   0