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 07-01-2023 , and ending 06-30-2024
Name of foundation
HARRY F CHADDICK AND ELAINE
CHADDICK FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1731 N MARCEY STREET 515
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60614
A Employer identification number

36-3320988
B Telephone number (see instructions)

(312) 346-2141
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$9,809,420J 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 27,013 27,013  
4 Dividends and interest from securities... 95,337 95,337  
5a Gross rents............ 73,792    
b Net rental income or (loss) 1,963
6a Net gain or (loss) from sale of assets not on line 10 630,479
b Gross sales price for all assets on line 6a 2,064,925
7 Capital gain net income (from Part IV, line 2)... 630,479
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
72 72  
12 Total. Add lines 1 through 11........ 826,693 752,901  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 299,500 89,850   209,650
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,832 5,950   13,882
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,698 71,698   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,050 7,114   16,602
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
18,307 0  
20 Occupancy.............. 29,323 8,797   20,526
21 Travel, conferences, and meetings....... 3,593 1,078   2,515
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,217 0   7,940
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 527,520 184,487   271,115
25 Contributions, gifts, grants paid....... 698,911 698,911
26 Total expenses and disbursements. Add lines 24 and 25 1,226,431 184,487   970,026
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -399,738
b Net investment income (if negative, enter -0-) 568,414
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 Savings and temporary cash investments......... 61,796 135,098 135,098
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)....... 2,709,679 Click to see attachment
List of Attached Documents:
// Content
2,390,546 		8,638,237
c Investments—corporate bonds (attach schedule)....... 868,966 Click to see attachment
List of Attached Documents:
// Content
716,403 		683,875
11 Investments—land, buildings, and equipment: basis right arrow569,000
Less: accumulated depreciation (attach schedule) right arrow222,388 347,869 Click to see attachment
List of Attached Documents:
// Content
346,612 		346,612
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow21,321
Less: accumulated depreciation (attach schedule) right arrow19,468 1,940 Click to see attachment
List of Attached Documents:
// Content
1,853 		1,853
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,745 		Click to see attachment
List of Attached Documents:
// Content
3,745 		Click to see attachment
List of Attached Documents:
// Content
3,745
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,993,995 3,594,257 9,809,420
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 6,980,959 6,980,959
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,986,964 -3,386,702
29 Total net assets or fund balances (see instructions)..... 3,993,995 3,594,257
30 Total liabilities and net assets/fund balances (see instructions). 3,993,995 3,594,257
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
3,993,995
2
Enter amount from Part I, line 27a .....................
2
-399,738
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,594,257
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
3,594,257
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 400 SHS DANAHER CORPORATION     2023-07-13
b 1100 SHS EDWARDS LIFESCIENCES CORP     2023-08-08
c 350 SHS INSULET CORP     2023-08-23
d 45 SHS APPLE INC     2023-09-15
e 1500 SHS VIKING THERAPEUTICS INC     2023-09-28
133 SHS VERALTO CORP COM     2023-10-04
75 SHS COSTCO WHOLESALE CORP     2023-10-11
3100 SHS NEOGEN CORP     2023-10-26
125000 SHS FISERV INC NOTE 3.800000%     2023-10-02
200 SHS AON PLC SHS     2023-11-06
100 SHS COSTCO WHOLESALE CORP     2023-11-06
1500 SHS PORTILLOS INC COM     2023-11-10
75 SHS HOME DEPOT INC     2023-11-29
200 SHS UBER TECHNOLOGIES INC     2023-11-29
100 SHS STARBUCKS CORP     2023-12-26
50 SHS COSTCO WHOLESALE CORP     2024-01-16
100 SHS ECOLAB INC     2024-01-16
200 SHS NIKE INC CLASS B     2024-01-19
100 SHS MICROSOFT CORP     2024-02-22
500 SHS UBER TECHNOLOGIES INC     2024-02-22
100 SHS ECOLAB INC     2024-02-27
150000 SHS GENERAL MILLS INC NOTE 3.65000%     2024-02-15
50000 SHS UNITED STATES TREAS SER AY-2024 1.50000%     2024-02-29
900 SHS NIKE INC CLASS B     2024-03-26
1095 SHS JOHNSON & JOHNSON COM     2024-04-18
600 SHS AON PLC SHS CL A COM     2024-06-04
360 SHS ACCENTURE PLC     2024-06-04
25 SHS COSTCO WHOLESALE CORP     2024-06-04
1000 SHS EVOLENT HEALTH INC     2024-06-04
1237 SHS IRHYTHM TECHNOLOGIES INC COM     2024-06-04
2320 SHS SPROUT SOCIAL INC COM     2024-06-04
1000 SHS UBER TECHNOLOGIES INC     2024-06-04
600 SHS WORKDAY INC COM     2024-06-04
25 SHS COSTCO WHOLESALE CORP     2023-08-23
VERALTO CORP CASH IN LIEU     2023-10-04
(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 94,292   30,013 64,279
b 87,491   93,941 -6,450
c 68,570   92,543 -23,973
d 74,488   8,317 66,171
e 18,152   35,285 -17,133
11,247   3,324 7,923
41,418   7,930 33,488
47,151   68,510 -21,359
125,000   124,309 691
63,814   39,470 24,344
55,760   10,574 45,186
23,010   34,800 -11,790
23,322   1,902 21,420
11,190   7,778 3,412
9,484   2,312 7,172
33,533   5,287 28,246
19,712   21,628 -1,916
20,139   12,017 8,122
39,927   5,285 34,642
38,216   19,445 18,771
22,166   21,628 538
150,000   150,000 0
50,000   49,670 330
83,739   12,680 71,059
159,467   65,676 93,791
168,402   118,295 50,107
101,385   55,438 45,947
20,359   2,643 17,716
20,990   20,542 448
104,594   88,073 16,521
74,682   73,176 1,506
63,418   37,747 25,671
126,169   111,565 14,604
13,612   2,643 10,969
26     26
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       64,279
b       -6,450
c       -23,973
d       66,171
e       -17,133
      7,923
      33,488
      -21,359
      691
      24,344
      45,186
      -11,790
      21,420
      3,412
      7,172
      28,246
      -1,916
      8,122
      34,642
      18,771
      538
      0
      330
      71,059
      93,791
      50,107
      45,947
      17,716
      448
      16,521
      1,506
      25,671
      14,604
      10,969
      26
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 2 630,479
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 7,901
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 7,901
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 7,901
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,664
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,664
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 7,763
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,763 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
 
No
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 arrowSAMUEL MEDINA Telephone no.right arrow (312) 346-2141

Located atright arrow222 S RIVERSIDE PLAZA SUITE 2730CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARI HATZENBUEHLER CRAVEN PRESIDENT/DIR
35.00 		160,000 0 0
680 N LAKE SHORE DR 1124
CHICAGO,IL60611
SUZANNE HUDSON HATZENBUEHLER VICE PRES/DIR
30.00 		132,000 0 0
35 MAYFLOWER DRIVE
ASHEVILLE,NC28804
WAYNE MORETTI TREASURER/DIR
10.00 		7,500 0 0
954 RALEIGH ROAD
GLENVIEW,IL60025
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
9,401,672
b
Average of monthly cash balances.......................
1b
156,783
c
Fair market value of all other assets (see instructions)................
1c
563,366
d
Total (add lines 1a, b, and c).........................
1d
10,121,821
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
10,121,821
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
151,827
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,969,994
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
498,500
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
498,500
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,901
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,901
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
490,599
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
490,599
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
490,599
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
970,026
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
970,026
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 7 490,599
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...... 580,834
b From 2019...... 395,057
c From 2020...... 291,741
d From 2021...... 367,838
e From 2022...... 445,868
f Total of lines 3a through e ........ 2,081,338
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 970,026
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..... 490,599
e Remaining amount distributed out of corpus 479,427
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 2,560,765
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) ... 		580,834
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,979,931
10 Analysis of line 9:
a Excess from 2019.... 395,057
b Excess from 2020.... 291,741
c Excess from 2021.... 367,838
d Excess from 2022.... 445,868
e Excess from 2023.... 479,427
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

AB TECHNICAL COMMUNITY COLLEGE FOUNDATION

340 VICTORIA ROAD
ASHEVILLE,NC28801 		NONE PUBLIC EDUCATIONAL 5,225

ALL SOULS COUNSELING

35 ARLINGTON ST
ASHEVILLE,NC28801 		NONE PUBLIC HEALTHCARE 10,000

AMERICAN RED CROSS

2200 W HARRISON ST
CHICAGO,IL60612 		NONE PUBLIC CIVIC 500

ASHEVILLE SYMPHONY ORCHESTRA

27 COLLEGE PLACE SUITE 100
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 10,000

ASHEVILLE SYMPHONY ORCHESTRA CHORUS

27 COLLEGE PLACE SUITE 100
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 4,000

BEARS CARE

1920 FOOTBALL DRIVE
LAKE FOREST,IL60045 		NONE PUBLIC CIVIC 7,500

BIG SHOULDERS FUND

212 W VAN BUREN SUITE 900
CHICAGO,IL60607 		NONE PUBLIC EDUCATIONAL 20,000

CASA CENTRAL

1343 N CALIFORNIA AVE
CHICAGO,IL60622 		NONE PUBLIC EDUCATIONAL 5,000

CHANGE 4 CHILDREN

308 S JEFFERSON 155
CHICAGO,IL60661 		NONE PUBLIC EDUCATIONAL 10,000

CHERRY PRESCHOOL

1418 LAKE STREET
EVANSTON,IL60201 		NONE PUBLIC EDUCATIONAL 6,000

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVENUE
CHICAGO,IL60604 		NONE PUBLIC CIVIC 10,000

CHILDREN'S HOME & AIDBRIGHTPOINT

200 W MONROE STE 2100
CHICAGO,IL60606 		NONE PUBLIC HEALTHCARE 5,000

CHILDREN'S PLACE ASSOCIATION

700 N SACRAMENTO BLVD SUITE 300
CHICAGO,IL60612 		NONE PUBLIC EDUCATIONAL 2,500

CHILDREN'S WELL-BEING LEAGUE

PO BOX 15425
ASHEVILLE,NC28813 		NONE PUBLIC CIVIC 5,000

CIRCUS AND TRAVELING SHOWS RETIREMENT PROJECT INC

PO BOX 15121
SARASOTA,FL34277 		NONE PUBLIC CIVIC 1,000

CRISTO REY JESUIT HIGH SCHOOL

1852 W 22ND PL
CHICAGO,IL60608 		NONE PUBLIC EDUCATIONAL 8,000

DANIEL MURPHY SCHOLARSHIP FUND

309 W WASHINGTON SUITE 700
CHICAGO,IL60606 		NONE PUBLIC CIVIC 5,000

DEPAUL UNIVERSITY

14 E JACKSON SUITE 1600
CHICAGO,IL60604 		NONE PUBLIC EDUCATIONAL 130,000

FAMILY RESCUE

PO BOX 17528
CHICAGO,IL60617 		NONE PUBLIC HEALTHCARE 5,000

FOOD CONNECTION

PO BOX 8324
ASHEVILLE,NC28814 		NONE PUBLIC CIVIC 10,000

FRANCISCAN OUTREACH

717B W 18TH STREET
CHICAGO,IL60616 		NONE PUBLIC RELIGIOUS 6,000

GIORDANO DANCE CHICAGO

1754 N CLARK STREET
CHICAGO,IL60614 		NONE PUBLIC CIVIC 4,000

GIRLS ON THE RUN CHICAGO

1415 N DAYTON ST SUITE 112
CHICAGO,IL60642 		NONE PUBLIC EDUCATIONAL 3,000

GRACE COVENANT PRESBYTERIAN CHURCH

871 MERRIMON AVENUE
ASHEVILLE,NC28804 		NONE PUBLIC RELIGIOUS 5,000

HEAR

PO BOX 260
GLENVIEW,IL60025 		NONE PUBLIC CIVIC 25,000

HOME

1419 W CARROLL AVENUE FL 2
CHICAGO,IL60607 		NONE PUBLIC HEALTHCARE 4,000

HARMONY HOPE AND HEALING

703 W MONROE STREET
CHICAGO,IL60661 		NONE PUBLIC HEALTHCARE 1,000

HEALTHY SCHOOLS CAMPAIGN

190 S LASALLE STREET SUITE 1508
CHICAGO,IL60603 		NONE PUBLIC HEALTHCARE 5,000

HEPHZIBAH CHILDREN'S ASSOCIATION

1144 LAKE STREET FIFTH FLOOR
OAK PARK,IL60301 		NONE PUBLIC EDUCATIONAL 3,000

HIGHSIGHT

1711 NORTH CLEVELAND AVENUE
CHICAGO,IL60614 		NONE PUBLIC HEALTHCARE 6,500

HOWARD AREA COMMUNITY CENTER

7648 NORTH PAULINA STREET
CHICAGO,IL60626 		NONE PUBLIC EDUCATIONAL 5,000

IGNATIAN MISSION CENTER

PO BOX 60043
CHICAGO,IL60660 		NONE PUBLIC CIVIC 5,000

IGNITE

180 N MICHIGAN AVENUE SUITE 1900
CHICAGO,IL60601 		NONE PUBLIC CIVIC 6,500

JOSEPHINUM ACADEMY

1501 N OAKLEY BLVD
CHICAGO,IL60622 		NONE PUBLIC EDUCATIONAL 7,000

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED
CHICAGO,IL60614 		NONE PUBLIC EDUCATIONAL 10,000

LAMBS FARM

14245 W ROCKLAND ROAD
LIBERTYVILLE,IL60048 		NONE PUBLIC EDUCATIONAL 8,000

LAWRENCE HALL

4833 N FRANCISCO AVE
CHICAGO,IL60625 		NONE PUBLIC CIVIC 7,000

LEAP

180 N WABASH AVENUE SUITE 604
CHICAGO,IL60601 		NONE PUBLIC EDUCATIONAL 35,000

LINCOLN PARK ZOO

2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PUBLIC EDUCATIONAL 5,000

LITTLE BROTHERS FRIENDS OF ELDERLY

355 NORTH ASHLAND AVE
CHICAGO,IL60607 		NONE PUBLIC CIVIC 2,000

LITTLE SISTERS OF THE POORST MARY'S HOME

2325 NORTH LAKEWOOD AVENUE
CHICAGO,IL60614 		NONE PUBLIC CIVIC 7,445

LURIE'S CHILDREN'S HOSPITAL OF CHICAGO

225 EAST CHICAGO AVENUE
CHICAGO,IL60611 		NONE PUBLIC HEALTHCARE 1,000

MAGDALENE HOUSE

155 S MAIN STREET
LOMBARD,IL60148 		NONE PUBLIC CIVIC 5,000

MARYKNOLL FATHERS & BROTHERS

PO BOX 302
MARYKNOLL,NY10454 		NONE PUBLIC CIVIC 2,500

MEMORYCARE

100 FAR HORIZONS LANE
ASHEVILLE,NC28803 		NONE PUBLIC HEALTHCARE 12,500

MERIT SCHOOL OF MUSIC

38 SOUTH PEORIA STREET
CHICAGO,IL60607 		NONE PUBLIC SCHOOL 8,000

MICHIANA HUMANE SOCIETY

722 INDIANA 212
MICHIGAN CITY,IN46360 		NONE PUBLIC CIVIC 5,000

MIDTOWN EDUCATIONAL FOUNDATION

718 SOUTH LOOMIS STREET
CHICAGO,IL60607 		NONE PUBLIC EDUCATIONAL 6,000

MY DADDY TAUGHT ME THAT (KL TRAINING SOLUTIONS)

27 KING ARTHUR PLACE
ASHEVILLE,NC28806 		NONE PUBLIC EDUCATIONAL 20,000

NATIONAL SHRINE OF ST FRANCES XAVIER CABRINI

2520 N LAKEVIEW AVE
CHICAGO,IL60614 		NONE PUBLIC RELIGIOUS 5,600

NORTH CAROLINA ARBORETUM

100 F L OLMSTED WAY
ASHVILLE,NC28806 		NONE PUBLIC CIVIC 5,000

NORTHSIDE HOUSING & SUPPORTIVE SERVICES

4410 N RAVENSWOOD SUITE 101
CHICAGO,IL60640 		NONE PUBLIC HEALTHCARE 6,000

NOURISHING HOPE

1716 W HUBBARD STREET
CHICAGO,IL60622 		NONE PUBLIC CIVIC 1,000

OLD TOWN SCHOOL OF FOLK MUSIC

4544 NORTH LINCOLN AVENUE
CHICAGO,IL60625 		NONE PUBLIC EDUCATIONAL 8,000

ON TRACK FINANCIAL CREDIT COUNSELING

50 S FRENCH BROAD AVE SUITE 227
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 10,000

PARISH OF ST EUGENE

72 CULVERN STREET
ASHEVILLE,NC28804 		NONE PUBLIC RELIGIOUS 21,000

PISGAH LEGAL SERVICES

PO BOX 2276
ASHEVILLE,NC28802 		NONE PUBLIC CIVIC 2,500

PLANNED PARENTHOOD

68 MCDOWELL STREET
ASHEVILLE,NC28801 		NONE PUBLIC CIVIC 5,000

PROVIDENT BEHAVORIAL HEALTHMARY RIDER HOME

2650 OLIVE STREET
ST LOUIS,MO63101 		NONE PUBLIC HEALTHCARE 2,500

RIVERLINK

170 LYMAN STREET
ASHEVILLE,NC28801 		NONE PUBLIC EDUCATIONAL 25,000

ST LEONARD'S MINISTRIES

2100 W WARREN BLVD
CHICAGO,IL60612 		NONE PUBLIC RELIGIOUS 7,500

ST VINCENT DEPAUL SOCIETY

72 CULVERN STREET
ASHEVILLE,NC28804 		NONE PUBLIC RELIGIOUS 20,000

THE ARK

6450 N CALIFORNIA AVENUE
CHICAGO,IL60645 		NONE PUBLIC CIVIC 5,000

THE CHICAGO LIGHTHOUSE

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PUBLIC EDUCATIONAL 5,000

THE NIGHT MINISTRY

1735 N ASHLAND AVENUE SUITE 2000
CHICAGO,IL60622 		NONE PUBLIC HEALTHCARE 3,500

THE PEACE CENTER

101 WEST BROAD STREET
GREENVILLE,SC29601 		NONE PUBLIC EDUCATIONAL 25,000

TUTORING CHICAGO

303 W MADISON STREET SUITE 750
CHICAGO,IL60606 		NONE PUBLIC EDUCATIONAL 4,500

UNIVERISTY OF CHICAGO WOMEN'S BOARD GRANTS FUND

5235 S HARPER CT SEVENTH FLOOR
CHICAGO,IL60615 		NONE PUBLIC EDUCATIONAL 1,000

UNIVERSITY OF NORTH CAROLINA ASHEVILLE - MARVELOUS MATH PROGRAM

1 UNIVERSITY HEIGHTS CPO 2350
ASHEVILLE,NC28804 		NONE PUBLIC EDUCATIONAL 5,141

URBAN INITIATIVES

650 WEST LAKE STREET SUITE 340
CHICAGO,IL60661 		NONE PUBLIC EDUCATIONAL 5,000

WESTERN CAROLINA RESCUE MINISTRIES

PO BOX 909
ASHEVILLE,NC28802 		NONE PUBLIC CIVIC 15,000

WORKING WHEELS

76 WEAVERVILLE ROAD
ASHEVILLE,NC28804 		NONE PUBLIC CIVIC 15,000

BE LIKE TOM

4106 N GREENVIEW
CHICAGO,IL60613 		NONE PUBLIC CIVIC 500

MADONNA MISSION

PO BOX 8518
NORTHFIELD,IL60093 		NONE PUBLIC EDUCATIONAL 4,500

NORTH BUNCOMBE HIGH SCHOOL PTO

890 CLARKS CHAPEL ROAD
WEAVERVILLE,NC28787 		NONE PUBLIC EDUCATIONAL 500

UNDUE MEDICAL DEBT

PO BOX 411675
BOSTON,MA02241 		NONE PUBLIC CIVIC 10,000
Total .................................right arrow 3a 698,911
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 27,013  
4 Dividends and interest from securities ....     14 95,337  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 531390 1,963      
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 72  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 630,479  
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) .. 1,963 752,901 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
754,864
(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 AccountingFeesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,832 5,950   13,882

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE AND FIXTURES 1995-01-01 2,375 2,375   0 % 0 0    
COMPUTER 2006-07-09 1,344 1,344 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2006-07-10 7,876 7,876 SL 7.000000000000 0 0    
OFFICE WIRING 2006-11-01 3,389 1,450 SL 39.000000000000 87 0    
COMPUTER 2007-08-10 1,014 1,014 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2008-03-08 1,394 1,394 SL 7.000000000000 0 0    
BUILDING 2011-11-23 395,503 167,191 SL 27.500000000000 14,382 14,382    
LAND 2011-11-23 43,945   L   0 0    
WASHING MACHINE 2012-05-15 301 150 200DB 5.000000000000 0 0    
APPLIANCES 2012-12-31 6,109 3,054 200DB 5.000000000000 0 0    
IMPROVEMENTS 2012-10-01 5,059 1,970 SL 27.500000000000 184 184    
COMPUTER 2012-10-05 1,828 1,828 SL 5.000000000000 0 0    
APPLIANCES 2013-12-31 7,127 3,563 200DB 5.000000000000 0 0    
SNOWBLOWER 2015-01-03 604 604 200DB 7.000000000000 0 0    
COMPUTER EQUIPMENT 2015-04-14 1,075 1,075 SL 5.000000000000 0 0    
APPLIANCES 2015-12-31 2,385 1,192 200DB 5.000000000000 0 0    
IMPROVEMENTS 2015-12-31 25,772 7,067 SL 27.500000000000 937 937    
APPLIANCES 2016-12-31 1,239 619 200DB 5.000000000000 0 0    
IMPROVEMENTS 2016-12-31 15,991 3,801 SL 27.500000000000 581 581    
IMPROVEMENTS 2017-12-31 13,334 2,688 SL 27.500000000000 485 485    
GRILL 2018-09-25 600   200DB 5.000000000000 0 30    
IMPROVEMENTS 2018-12-31 12,567 2,076 SL 27.500000000000 457 457    
COMPUTER 2018-07-11 1,025 1,025 SL 5.000000000000 0 0    
ROOF 2022-03-04 21,500 1,010 SL 27.500000000000 782 782    
IMPROVEMENTS 2023-09-15 12,763   SL 27.500000000000 367 367    
IMPROVEMENTS 2024-03-18 4,200   SL 27.500000000000 45 45    

TY 2023 InvestmentsCorpBondsSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Name of Bond End of Year Book Value End of Year Fair Market Value
150,000 SHS DISNEY WALT CO NOTE CALL MAKE WHOLE 3.35000% 3/24/25 159,569 147,764
125,000 SHS FISERV INC NOTE CALL MAKE WHOLE 3.80000% 10/1/2023 123,585 125,898
125,000 SHS AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 3.12500% 1/15/27 131,278 118,441
100,000 SHS WABTEC SER B NOTE 3.45000% 11/15/2026 101,748 95,567
50,000 SHS FOOD MOTOR CREDIT COMPANY NOTE 2.30000% 2/10/25 47,375 48,887
100,000 SHS MCDONALDS CORP MTN CALL MAKE WHOLE 3.70000% 1/30/26 103,125 97,705
50,000 SHS BECTON DICKINSON & CO NOTE CALL MAKE WHOLE 4.87400% 02/28/2029 49,723 49,613

TY 2023 InvestmentsCorpStockSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Name of Stock End of Year Book Value End of Year Fair Market Value
800 SHS ECOLAB INC 133,386 190,400
2,000 SHS SCHWAB CHARLES CORP COM 109,811 147,380
1,275 SHS INTERCONTINENTAL EXCHANGE INC 65,104 174,535
1,300 SHS ZOETIS INC 38,610 225,368
1,500 SHS WABTEC COM 119,602 237,075
1,700 SHS MICROSOFT CORP 64,828 759,815
2,346 SHS BLACKSTONE GROUP LP COM 100,929 290,435
1,895 SHS JPMORGAN CHASE & CO 124,822 383,283
150 SHS TRANSDIGM GROUP INC 100,626 191,642
2,000 SHS COSTAR GROUP INC 34,426 148,280
1,900 SHS STARBUCKS CORP 43,516 147,915
980 SHS PEPSICO INC 44,725 161,631
200 SHS ELI LILLY & CO COM 110,354 181,076
4,000 SHS FLYWIRE CORPORATION COM VTG 75,323 65,560
550 SHS GENERAC HLDGS INC COM 63,827 72,721
300 SHS GOLDMAN SACHS GROUP INC COM 118,524 135,696
800 SHS GUIDEWIRE SOFTWARE INC COM 71,148 110,312
1,000 SHS MONTROSE ENVIRONMENTAL GROUP I COM 29,340 44,560
2,800 SHS NEOGEN CORP COM 46,976 43,764
2,800 SHS DEXCOM INC 51,880 317,464
3,075 SHS APPLE INC 17,657 647,657
320 SHS LINDE PLC COM 82,839 140,419
4,000 SHS ALPHABET INC 44,189 728,600
400 SHS CHEVRON CORP 37,558 62,568
400 SHS IDEXX LABORATORIES CORP 16,992 194,880
4,000 SHS UBER TECHNOLOGIES INC COM 126,077 290,720
600 SHS AMETEK INCOM 28,639 100,026
900 SHS HOME DEPOT INC 22,826 309,816
2,375 SHS TOAST INC CL A 51,564 61,204
610 SHS SALESFORCE.COM INC 32,066 156,831
425 SHS COSTCO WHOLESALE CORP-NEW 37,014 361,246
700 SHS STRYKER CORP 34,891 238,175
750 SHS DESCARTES SYS GROUP INC 53,176 72,630
2,400 SHS AMAZON.COM INC 22,870 463,800
610 SHS PROCTER & GAMBLE CO 28,236 100,601
900 SHS VISA INC 17,099 236,223
8,000 SHS EVOLENT HEALTH INC CL A 101,529 152,960
825 SHS AMERICAN EXPRESS CO 62,525 191,029
400 SHS DAHAHER CORP 25,042 99,940

TY 2023 InvestmentsLandSchedule2
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 395,503 181,573 213,930  
LAND 43,945 0 43,945  
WASHING MACHINE 301 301 0  
APPLIANCES 6,109 6,109 0  
IMPROVEMENTS 5,059 2,154 2,905  
APPLIANCES 7,127 7,127 0  
SNOWBLOWER 604 604 0  
APPLIANCES 2,385 2,385 0  
IMPROVEMENTS 25,772 8,004 17,768  
APPLIANCES 1,239 1,239 0  
IMPROVEMENTS 15,991 4,382 11,609  
IMPROVEMENTS 13,334 3,173 10,161  
GRILL 600 600 0  
IMPROVEMENTS 12,567 2,533 10,034  
ROOF 21,500 1,792 19,708  
IMPROVEMENTS 12,763 367 12,396  
IMPROVEMENTS 4,200 45 4,155  

TY 2023 LandEtcSchedule2
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 2,375 2,375 0  
COMPUTER 1,344 1,344 0  
FURNITURE AND FIXTURES 7,876 7,876 0  
OFFICE WIRING 3,389 1,537 1,852  
COMPUTER 1,014 1,014 0  
FURNITURE AND FIXTURES 1,394 1,394 0  
COMPUTER 1,828 1,828 0  
COMPUTER EQUIPMENT 1,075 1,075 0  
COMPUTER 1,025 1,025 0  


TY 2023 OtherAssetsSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 3,745 3,745 3,745


TY 2023 OtherExpensesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE EXPENSE 1,659 0   1,659
PARKING FEES 1,850 0   1,850
OFFICE EXPENSES 4,155 0   4,431
ILLINOIS FEES 278 0   0
CLEANING & MAINTENANCE 10,398 0   0
COMMISSIONS 2,750 0   0
INSURANCE 2,799 0   0
REPAIRS 9,227 0   0
UTILITIES 12,601 0   0
MATERIALS 500 0   0


TY 2023 OtherIncomeSchedule2
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 72 72 72


TY 2023 OtherProfessionalFeesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 71,698 71,698   0


TY 2023 TaxesSchedule
Name:
HARRY F CHADDICK AND ELAINE
 
CHADDICK FOUNDATION INC
EIN:
36-3320988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 23,322 6,996   16,326
BANK FEES 394 118   276
PROPERTY TAX 15,334 0   0