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 PRITZKER PUCKER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)150 N RIVERSIDE PLZ 3300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606061594
A Employer identification number

30-0036022
B Telephone number (see instructions)

(312) 577-2600
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$88,046,701J 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 20 20  
4 Dividends and interest from securities... 762,077 762,077  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,965,934
b Gross sales price for all assets on line 6a 9,240,281
7 Capital gain net income (from Part IV, line 2)... 3,965,934
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)....... Click to see attachment
List of Attached Documents:
// Content
716,252 705,515  
12 Total. Add lines 1 through 11........ 5,444,283 5,433,546  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 326,416 0   326,416
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,595 6,468   3,127
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
382,676 41,500   340,073
17 Interest............... 76,966 76,966   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,221 14,334   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,673 0   11,673
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
930,722 777,619   145,107
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,767,269 916,887   826,396
25 Contributions, gifts, grants paid....... 9,693,641 9,693,641
26 Total expenses and disbursements. Add lines 24 and 25 11,460,910 916,887   10,520,037
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,016,627
b Net investment income (if negative, enter -0-) 4,516,659
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............. 666,511 863,420 863,420
2 Savings and temporary cash investments......... 9,759,532 1,521,189 1,521,189
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 54,816,666 Click to see attachment
List of Attached Documents:
// Content
56,850,747 		85,624,774
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
51,035 		Click to see attachment
List of Attached Documents:
// Content
36,761 		Click to see attachment
List of Attached Documents:
// Content
37,318
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,293,744 59,272,117 88,046,701
Liabilities 17 Accounts payable and accrued expenses..........    
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) Click to see attachment
List of Attached Documents:
// Content
5,000 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 5,000 0
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 0 0
28 Retained earnings, accumulated income, endowment, or other funds 65,288,744 59,272,117
29 Total net assets or fund balances (see instructions)..... 65,288,744 59,272,117
30 Total liabilities and net assets/fund balances (see instructions). 65,293,744 59,272,117
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
65,288,744
2
Enter amount from Part I, line 27a .....................
2
-6,016,627
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
59,272,117
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
59,272,117
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 GAIN/LOSS FROM REDEMPTION OF STOCK P 2022-01-01 2023-12-31
b GAIN/LOSS FROM PASSTHROUGH P 2022-01-01 2023-12-31
c GAIN/LOSS FROM OTHER INVESTMENTS P 2022-01-01 2023-12-31
d GAIN/LOSS FROM LIQUIDATION P 2022-01-01 2023-12-31
e 1231 GAIN/LOSS FROM PASSTHROUGHS P 2022-01-01 2023-12-31
(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 5,035,180   3,355,759 1,679,421
b 1,901,963     1,901,963
c 1,519,084   1,519,946 -862
d 784,054   394,942 389,112
e     3,700 -3,700
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       1,679,421
b       1,901,963
c       -862
d       389,112
e       -3,700
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 3,965,934
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 62,782
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 62,782
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 62,782
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 98,134
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,134
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 35,352
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow35,352 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, CA, FL
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 arrowDIVERSIFIED FINANCIAL MGMT CORP Telephone no.right arrow (312) 577-2600

Located atright arrow150 NORTH RIVERSIDE PLAZA STE 3300CHICAGOIL ZIP+4right arrow606061594
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
GIGI PRITZKER PUCKER PRESIDENT & DIRECTOR
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
MICHAEL PUCKER DIRECTOR, TREASURER & V.P.
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
PAULA H MCMENAMIN VICE PRESIDENT
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
SCOTT STEVENS VICE PRESIDENT
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
JULIE WILEN VICE PRESIDENT
40.00 		326,416 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
MARIAN PRITZKER DIRECTOR
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
JOSHUA S ABERN VICE PRESIDENT & SECRETARY
0.20 		0 0 0
150 NORTH RIVERSIDE PLAZA STE 3300
CHICAGO,IL606061594
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
BETH VALUKAS CONSULTING 186,068
200 W MADISON SUITE 300
CHICAGO,IL60606
MECOLE MCBRIDE CONSULTING 81,487
200 W MADISON SUITE 300
CHICAGO,IL60606
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 N/A 0
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
12
b
Average of monthly cash balances.......................
1b
5,380,345
c
Fair market value of all other assets (see instructions)................
1c
85,838,136
d
Total (add lines 1a, b, and c).........................
1d
91,218,493
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
91,218,493
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,368,277
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
89,850,216
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,492,511
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
4,492,511
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
62,782
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
62,782
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,429,729
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,429,729
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
4,429,729
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
10,520,037
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
10,520,037
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 4,429,729
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,901,612
b From 2019...... 3,081,758
c From 2020...... 3,490,188
d From 2021...... 2,295,138
e From 2022...... 3,797,507
f Total of lines 3a through e ........ 14,566,203
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,520,037
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..... 4,429,729
e Remaining amount distributed out of corpus 6,090,308
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 20,656,511
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) ... 		1,901,612
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		18,754,899
10 Analysis of line 9:
a Excess from 2019.... 3,081,758
b Excess from 2020.... 3,490,188
c Excess from 2021.... 2,295,138
d Excess from 2022.... 3,797,507
e Excess from 2023.... 6,090,308
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

A BETTER CHICAGO

200 W MADISON STREET 3RD FLOOR
CHICAGO,IL60606 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

AFTER SCHOOL MATTERS

66 E RANDOLPH STREET
CHICAGO,IL60601 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		  501(C)(3) GENERAL OPERATING SUPPORT 60,000

AMERICAN ASSOCIATES OF THE NATIONAL THEATRE

600 FIFTH AVENUE 2ND FLOOR
NEW YORK,NY10020 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

AMERICAN FRIENDS OF ISRAEL NAVY SEALS

PO BOX 20080
NEW YORK,NY10001 		  501(C)(3) GENERAL OPERATING SUPPORT 400,000

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET
NEW YORK,NY10018 		  501(C)(3) GENERAL OPERATING SUPPORT 200,000

ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO

225 EAST CHICAGO AVENUE BOX 4
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

ARS NOVA

511 WEST 54TH STREET
NEW YORK,NY10019 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

ART COUNCIL INC

45 MAIN STREET SUITE 515
BROOKLYN,NY11201 		  501(C)(3) GENERAL OPERATING SUPPORT 20,000

BERNARD ZELL ANSHE EMET DAY SCHOOL

3751 NORTH BORADWAY STREET
CHICAGO,IL60613 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

BLACK THEATRE COALITION

567 OCEAN AVENUE B101
BROOKLYN,NY11226 		  501(C)(3) GENERAL OPERATING SUPPORT 65,000

BOSTON BRUINS FOUNDATION

100 LEGENDS WAY
BOSTON,MA02114 		  501(C)(3) GENERAL OPERATING SUPPORT 1,040

BOSTON MEDICAL CENTER

960 MASSACHUSETTS AVE 2ND FLOOR
BOSTON,MA02118 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

BRIGHT PROMISES FOUNDATION

200 W MADISON STREET SUITE 300
CHICAGO,IL60606 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

BRIGHT STAR COMMUNITY OUTREACH

4518 S COTTAGE GROVE AVE 1ST FLOOR
CHICAGO,IL60653 		  501(C)(3) GENERAL OPERATING SUPPORT 100,000

CAMP KESEM NATIONAL

440 N BARRANCA AVE 2273
COVINA,CA91723 		  501(C)(3) GENERAL OPERATING SUPPORT 45,000

CHICAGO CHILDREN'S MUSEUM

700 EAST GRAND AVENUE SUITE 127
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 500,000

CHICAGO COMMUNITY FOUNDATION

33 SOUTH STATE STREET SUITE 750
CHICAGO,IL60603 		  501(C)(3) GENERAL OPERATING SUPPORT 550,000

CHICAGO MEDIA PROJECT

301 WEST GRAND AVENUE 170
CHICAGO,IL60654 		  501(C)(3) GENERAL OPERATING SUPPORT 15,000

CHICAGO PARKS FOUNDATION

PO BOX 14147
CHICAGO,IL60614 		  501(C)(3) GENERAL OPERATING SUPPORT 100,000

CHICAGO PUBLIC MEDIA

848 EAST GRAND AVENUE
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

CHICAGO SUN-TIMES MEDIA INC

848 EAST GRAND AVENUE
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 30

CHICAGO SYMPHONY ORCHESTRA

220 SOUTH MICHIGAN AVENUE
CHICAGO,IL60604 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

CHICAGO THEATRE GROUP INC

170 NORTH DEARBORN
CHICAGO,IL60601 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

CHICKEN & EGG PICTURES

55 WASHINGTON ST SUITE 307
BROOKLYN,NY11201 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

CHILDREN FIRST FUND

200 W MADISON STREET 2ND FLOOR
CHICAGO,IL60606 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

CINEMACHICAGO

212 W VAN BUREN ST SUITE 400
CHICAGO,IL60607 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

CITY OF CHICAGO

121 N LASALLE
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 66,500

CIVIC CONSULTING ALLIANCE

21 SOUTH CLARK ST SUITE 4301
CHICAGO,IL60603 		  501(C)(3) GENERAL OPERATING SUPPORT 30,000

COLUMBIA UNIVERSITY

622 WEST 113TH STREET MAIL CODE
4524
NEW YORK,NY10025 		  501(C)(3) GENERAL OPERATING SUPPORT 1,050,000

COMMONWEALTH SCHOOL

151 COMMONWEALTH AVENUE
BOSTON,MA02116 		  501(C)(3) GENERAL OPERATING SUPPORT 415,000

CONTEXTOS NFP

641 W LAKE ST SUITE 200
CHICAGO,IL60661 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

CYCLE FOR SURVIVAL

885 SECOND AVE 7TH FLOOR
NEW YORK,NY10017 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

DARE2TRI PARATRIATHLON CLUB

516 N OGDEN AVE 172
CHICAGO,IL60642 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

DREAMS FOR KIDS - GCE LAB SCHOOL

9 WEST WASHINGTON STREET
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 2,500

EPILEPSY FOUNDATION OF GREATER CHICAGO

17 N STATE ST SUITE 650
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

FACING HISTORY & OURSELVES

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		  501(C)(3) GENERAL OPERATING SUPPORT 202,500

FRIENDS OF THE CHILDREN-CHICAGO

1612 SOUTH BLVD
EVANSTON,IL60202 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

FULFILLMENT FUND

6100 WILSHIRE BOULEVARD SUITE 600
LOS ANGELES,CA90048 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

GARFIELD PARK COMMUNITY COUNCIL

300 N CENTRAL PARK AVE
CHICAGO,IL60624 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

GIRLS IN THE GAME

1401 S SACRAMENTO DR
CHICAGO,IL60623 		  501(C)(3) GENERAL OPERATING SUPPORT 20,000

GLOBAL LIVINGSTON INSTITUTE

1031 33RD STREET SUITE 235
DENVER,CO80205 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

GROUNDSWELL FUND

548 MARKET ST 49734
SAN FRANCISCO,CA94104 		  501(C)(3) GENERAL OPERATING SUPPORT 166,667

HIGH JUMP

820 W JACKSON BLVD SUITE 310
CHICAGO,IL60607 		  501(C)(3) GENERAL OPERATING SUPPORT 15,000

ILLINOIS TECH (MIES CROWN HALL AMERICAS PRIZE)

10 WEST 35TH STREET SUITE 1700
CHICAGO,IL60616 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

IMPACT FOR EQUITY

25 E WASHINGTON STREET SUITE 1515
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 51,833

INNER-CITY MUSLIM ACTION NETWORK

2744 WEST 63RD STREET
CHICAGO,IL60629 		  501(C)(3) GENERAL OPERATING SUPPORT 100,000

KESHET

610 ACADEMY DRIVE 130
NORTHBROOK,IL60062 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

LEAGUE OF CHICAGO THEATRES

17 NORTH WABASH SUITE 520
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

MAAFA REDEMPTION PROJECT

22 N KILDARE AVE
CHICAGO,IL60624 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

NATIONAL CAMPAIGN TO STOP VIOLENCE

2021 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		  501(C)(3) GENERAL OPERATING SUPPORT 2,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE 3RD FLOOR
NEW YORK,NY10017 		  501(C)(3) GENERAL OPERATING SUPPORT 2,500

NEHEMIAH GROUP DBA CHICAGO ECO HOUSE

6439 S PEORIA ST UNIT 2
CHICAGO,IL60621 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

NEW LIFE CENTERS OF CHICAGOLAND

4101 W 51ST STREET
CHICAGO,IL60632 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

NEW YORK UNIVERSITY

115 5TH AVE 5TH FLOOR
NEW YORK,NY10003 		  501(C)(3) GENERAL OPERATING SUPPORT 165,000

NEW ROOT LEARNING INSTITUTE

910 W VAN BUREN ST SUITE 710
CHICAGO,IL60607 		  501(C)(3) GENERAL OPERATING SUPPORT 100,000

NATIONAL OPINION RESEARCH CENTER (NORC)

55 E MONROE STREET 20TH FLOOR
CHICAGO,IL60603 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

NORTHWESTERN MEMORIAL FOUNDATION

541 NORTH FAIRBANKS COURT SUITE 800
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 500,000

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		  501(C)(3) GENERAL OPERATING SUPPORT 350,000

OHIO STATE UNIVERSITY

1960 KENNY ROAD
COLUMBUS,OH43210 		  501(C)(3) GENERAL OPERATING SUPPORT 62,987

PAN-MASSACHUSETTS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

PIONEER WORKS ART FDN

159 PIONEER STREET
BROOKLYN,NY11231 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

PLANNED PARENTHOOD OF IL

17 N STATE STREET SUITE 500
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 666,667

PRITZKER MILITARY MUSEUM & LIBRARY

104 S MICHIGAN AVE 4TH FLOOR
CHICAGO,IL60603 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

RASHI SCHOOL

8000 GREAT MEADOW ROAD
DEDHAM,MA02026 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

RED SOX FOUNDATION

4 JERSEY STREET
BOSTON,MA02215 		  501(C)(3) GENERAL OPERATING SUPPORT 250,000

REHABILITATION INSTITUTE

355 EAST ERIE STREET
CHICAGO,IL60611 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

ROCKEFELLER PHILANTHROPY

CHURCH STREEET STATION PO BOX 7082
NEW YORK,NY10008 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

ROLE MODEL MOVEMENT INC

47 W POLK ST SUITE 100
CHICAGO,IL60605 		  501(C)(3) GENERAL OPERATING SUPPORT 200,000

SKILLS FOR CHICAGOLAND'S FUTURE

191 N WACKER DRIVE SUITE 1150
CHICAGO,IL60616 		  501(C)(3) GENERAL OPERATING SUPPORT 3,750

SKYART

3206 EAST 91ST STREET
CHICAGO,IL60617 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

SOLOMON SCHECHTER DAY

125 WELLS AVENUE
NEWTON,MA02459 		  501(C)(3) GENERAL OPERATING SUPPORT 200,000

STANFORD UNIVERSITY

326 GALVEZ STREET
STANFORD,CA94305 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

STERLING SCHOOLS FOUNDATION

510 EAST MILLER ROAD
STERLING,IL61081 		  501(C)(3) GENERAL OPERATING SUPPORT 30,000

STORYCATCHERS THEATRE

544 W OAK STREET SUITE 1005
CHICAGO,IL60610 		  501(C)(3) GENERAL OPERATING SUPPORT 25,000

SUNDANCE INSTITUTE

1500 KEARNS BLVD SUITE B110
PARK CITY,UT84060 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000

TECTONIC THEATER PROJECT

340 W 42 STREET 2624
NEW YORK,NY10036 		  501(C)(3) GENERAL OPERATING SUPPORT 65,000

THE GHETTO FILM SCHOOL

79 ALEXANDER AVENUE 4TH FLOOR
BRONX,NY10454 		  501(C)(3) GENERAL OPERATING SUPPORT 15,000

THE MARSHALL PROJECT

156 WEST 56TH STREET STE 701
NEW YORK,NY10019 		  501(C)(3) GENERAL OPERATING SUPPORT 150,000

THE TANK LTD

312 W 36TH ST FL 1
NEW YORK,NY10018 		  501(C)(3) GENERAL OPERATING SUPPORT 27,500

THE WOMAN'S BOARD OF RUSH UNIVERSITY MEDICAL CENTER

1725 WEST HARRISON STREET SUITE 545
CHICAGO,IL60612 		  501(C)(3) GENERAL OPERATING SUPPORT 10,000

UNITED STATES ARTISTS

200 W MADISON STREET FLOOR 3
CHICAGO,IL60606 		  501(C)(3) GENERAL OPERATING SUPPORT 65,000

UNITED WAY OF METRO CHICAGO

333 S WABASH AVENUE 30TH FLOOR
CHICAGO,IL60604 		  501(C)(3) GENERAL OPERATING SUPPORT 525,000

THE UNIVERSITY OF CHICAGO

5235 SOUTH HARPER COURT SUITE 450
CHICAGO,IL60615 		  501(C)(3) GENERAL OPERATING SUPPORT 100,000

UNIVERSITY OF COLORADO FOUNDATION

1800 GRANT STREET SUITE 725
DENVER,CO80203 		  501(C)(3) GENERAL OPERATING SUPPORT 405,000

URBAN JUNCTURE FOUNDATION

300 EAST 51ST STREET
CHICAGO,IL60615 		  501(C)(3) GENERAL OPERATING SUPPORT 80,000

WAY TO RISE

1825 K STREET NW SUITE 315
WASHINGTON,DC20036 		  501(C)(3) GENERAL OPERATING SUPPORT 166,667

YOUTH GUIDANCE

1 N LASALLE STE 900
CHICAGO,IL60602 		  501(C)(3) GENERAL OPERATING SUPPORT 50,000
Total .................................right arrow 3a 9,693,641
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 20  
4 Dividends and interest from securities ....     14 762,077  
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 .....     14 706,252  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,965,934  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBTI FROM PASSTHROUGHS 		525990 6,091      
bSTATE TAX REFUND 525990 3,909      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 10,000 5,434,283 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,444,283
(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 InvestmentsOtherSchedule2
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN LPS FMV 25,133,792 27,700,730
INVESTMENT IN LLCS FMV 9,639,339 25,167,182
INVESTMENT IN STOCKS FMV 22,070,846 32,753,639
OTHER INVESTMENTS FMV 3,306 3,223
EBIE NONDEPRECIABLE ASSET FMV 3,464 0

TY 2023 LegalFeesSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 9,595 6,468   3,127


TY 2023 OtherAssetsSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSIT - TGCP, L.L.C. 20,896 20,896 20,896
DIVIDEND RECEIVABLE 27,639 8,865 8,865
OTHER RECEIVABLES 2,500 0 557
SECURITY DEPOSIT 0 7,000 7,000


TY 2023 OtherExpensesSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 17,010 2,935   14,075
MISCELLANEOUS EXPENSE 45,149 0   45,149
TELEPHONE AND COMMUNICATION 3,824 0   3,824
INSURANCE 4,996 0   4,996
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGHS 47 0   47
OTHER PORTFOLIO DEDUCTIONS FROM PASSTHROUGHS 774,684 774,684   0
NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGHS 7,996 0   0
DUES AND SUBSCRIPTIONS 5,269 0   5,269
GENERAL OFFICE EXPENSE 1,247 0   1,247
RENTAL EXPENSE 70,500 0   70,500


TY 2023 OtherIncomeSchedule2
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASSTHROUGHS 706,252 705,515 706,252
UBTI FROM PASSTHROUGHS 6,091   6,091
STATE TAX REFUND 3,909   3,909


TY 2023 OtherLiabilitiesSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 5,000 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 41,500 41,500   0
PROFESSIONAL FEES 341,176 0   340,073


TY 2023 TaxesSchedule
Name:
THE PRITZKER PUCKER FAMILY
 
FOUNDATION
EIN:
30-0036022
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID BY PASSTHROUGHS 14,334 14,334   0
FEDERAL AND STATE INCOME TAX 14,887 0   0