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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
IMC CHICAGO CHARITABLE FOUNDATION
 
% LISA WIERSMA
Number and street (or P.O. box number if mail is not delivered to street address)233 S WACKER DRIVE STE 4300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

26-1416954
B Telephone number (see instructions)

(312) 244-3300
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$46,883,840J 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) 16,780,773
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,254,349 1,254,349  
4 Dividends and interest from securities... 0 0 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
177,355
b Gross sales price for all assets on line 6a 621,533
7 Capital gain net income (from Part IV, line 2)... 177,355
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 18,212,477 1,431,704 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,541 9,142 0 219,399
14 Other employee salaries and wages...... 110,000 4,400 0 105,600
15 Pension plans, employee benefits....... 112,017 4,481 0 107,537
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,643 4,689 0 54,954
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
150,356 147,571 0 2,785
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,403 18,392 0 11
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 32,654 0 0 32,654
22 Printing and publications.......... 319 25 0 294
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
217,304 1,224 0 216,080
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 929,237 189,924 0 739,314
25 Contributions, gifts, grants paid....... 15,418,034 15,418,034
26 Total expenses and disbursements. Add lines 24 and 25 16,347,271 189,924 0 16,157,348
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,865,206
b Net investment income (if negative, enter -0-) 1,241,780
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 46,898 508,957 508,957
2 Savings and temporary cash investments......... 251,200 619,007 619,007
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   64,466 64,466
10a Investments—U.S. and state government obligations (attach schedule) 13,416,862 Click to see attachment
List of Attached Documents:
// Content
12,800,721 		12,103,376
b Investments—corporate stock (attach schedule)....... 6,747,603 Click to see attachment
List of Attached Documents:
// Content
8,139,983 		12,071,441
c Investments—corporate bonds (attach schedule)....... 16,588,396 Click to see attachment
List of Attached Documents:
// Content
15,887,563 		15,702,221
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,541,325 Click to see attachment
List of Attached Documents:
// Content
4,485,637 		4,584,958
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,193,162 		Click to see attachment
List of Attached Documents:
// Content
1,229,414 		Click to see attachment
List of Attached Documents:
// Content
1,229,414
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,785,446 43,735,748 46,883,840
Liabilities 17 Accounts payable and accrued expenses.......... 578,112 524,060
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 578,112 524,060
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........... 41,207,334 43,211,688
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 41,207,334 43,211,688
30 Total liabilities and net assets/fund balances (see instructions). 41,785,446 43,735,748
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
41,207,334
2
Enter amount from Part I, line 27a .....................
2
1,865,206
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
139,148
4
Add lines 1, 2, and 3 ..........................
4
43,211,688
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,211,688
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2017-03-12 2024-12-31
b PUBLICLY TRADED SECURITITES LT DISALLOWED LOSSES P 2017-03-12 2024-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 618,001 0 444,178 173,823
b 3,532 0 0 3,532
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       173,823
b       3,532
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 177,355
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 17,261
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 17,261
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,261
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,261
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,261
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.IMC.COM US FOUNDATION
14
The books are in care ofright arrowIMC CHICAGO CHARITABLE FOUNDATION Telephone no.right arrow (312) 244-3300

Located atright arrow233 S WACKER DRIVE STE 4300CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LISA WIERSMAClick to see attachment
List of Attached Documents:
// Content
DIRECTOR FOUNDATION MANAGER
35.00 		85,742 12,851 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ADAM ARENTSClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
40.00 		118,799 39,563 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
OSIAS LILIANClick to see attachment
List of Attached Documents:
// Content
TREASURER DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ROBERT LEVClick to see attachment
List of Attached Documents:
// Content
ASSISTANT SECRETARY
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ANDREW LARSENClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		24,000 34,640 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
PAUL JIGANTIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
SUNDEEP KHIANIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ANDREW STEVENSClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
CHRISTINE HANSENClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANDREA BREWSTER ENGAGEMENT MANAGER
40.00 		110,000 13,219 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS and CO INVESTMENT MANAGEMENT FEES 147,571
25 BRITISH AMERICAN BLVD
LATHAM,NY12110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SUPPLIES PURCHASED AND DONATED TO SCHOOLS AND YOUTH DEVELOPMENT NONPROFITS. 43,961
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 BENEFIT CHICAGO IS MOBILIZING $35,755 IN IMPACT INVESTMENTS TO FINANCE THE GROWTH OF IMPACT ENTERPRISES THROUGHOUT THE CHICAGO REGION TO: BUILD WEALTH CREATE JOBS AND ENHANCE JOB READINESS. IMC CHICAGO CHARITABLE FOUNDATION MADE AN IMPACT INVESTMENT TO SUPPORT THIS INITIATIVE. 35,755
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow35,755
Form 990-PF (2024)
Form 990-PF (2024)
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
44,996,621
b
Average of monthly cash balances.......................
1b
1,556,229
c
Fair market value of all other assets (see instructions)................
1c
64,963
d
Total (add lines 1a, b, and c).........................
1d
46,617,813
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
46,617,813
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
699,267
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,918,546
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,295,927
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,295,927
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,261
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
17,261
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,278,666
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,278,666
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,278,666
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
16,157,348
b
Program-related investments—total from Part VIII-B..................
1b
35,755
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
16,193,103
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,278,666
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,916,801
b From 2020...... 13,157,446
c From 2021...... 8,802,045
d From 2022...... 9,176,299
e From 2023...... 16,400,430
f Total of lines 3a through e ........ 51,453,021
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,193,103
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 2,278,666
e Remaining amount distributed out of corpus 13,914,436
5 Excess distributions carryover applied to 2024.    
(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 65,367,457
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		3,916,801
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		61,450,656
10 Analysis of line 9:
a Excess from 2020.... 13,157,446
b Excess from 2021.... 8,802,045
c Excess from 2022.... 9,176,299
d Excess from 2023.... 16,400,430
e Excess from 2024.... 13,914,436
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ONLINE GIVING FOUNDATION

40 EAST MAIN STREET SUITE 887
NEWARK,DE19711 		No Relationship PC DISTRIBUTED TO PUBLIC CHARITIES VIA BENEVITY GRANTS PLATFORM 11,456,215

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104 		No Relationship PC EDUCATION 3,383,122

YEAR UP INC

45 MILK STREET 9TH FLOOR
BOSTON,MA02109 		No Relationship PC EDUCATION 138,075

LAUREUS SPORT FOR GOOD FOUNDATION USA

645 FIFTH AVENUE
NEW YORK,NY100225910 		No Relationship PC GENERAL 100,000

ST JUDE CHILDRENS RESEARCH HOSPIT

501 ST JUDE PLACE
MEMPHIS,TN38105 		No Relationship PC GENERAL 38,170

PROJECT VISION INC

236 W 22ND PL
CHICAGO,IL606161902 		No Relationship PC GENERAL 20,538

GIRLS WHO INVEST

28 LIBERTY ST FL 6
NEW YORK CITY,NY10005 		No Relationship PC GENERAL 17,894

SHIRLEY RYAN ABILITYLAB

355 E ERIE STREET
CHICAGO,IL60611 		No Relationship PC GENERAL 17,378

WHITNEY YOUNG BOYS BASKETBALL BOOSTER CLUB

910 W VAN BUREN ST
CHICAGO,IL60607 		No Relationship PC GENERAL 15,000

SPECIAL CHILDRENS CHARITIES

2 E 8TH STREET
CHICAGO,IL60605 		No Relationship PC GENERAL 11,079

DANIEL MURPHY SCHOLARSHIP FUND

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

WORLD VISION INC

34834 WEYERHAEUSER WAY S
FEDERAL WAY,WA98063 		No Relationship PC GENERAL 8,866

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL606512815 		No Relationship PC GENERAL 8,000

BEYOND THE BALL NFP

3000 S LAWNDALE AVE
CHICAGO,IL606234641 		No Relationship PC GENERAL 7,500

ENDLESS ENERGY SPORTS

3640 W GRENSHAW
CHICAGO,IL60624 		No Relationship PC GENERAL 7,500

FOUR POINT PLAY

PO BOX 2129
HINES,IL601412129 		No Relationship PC GENERAL 7,500

NORTH LAWNDALE EAGLES YOUTH PROGRAMS

1548 S HOMAN AVE
CHICAGO,IL606232152 		No Relationship PC GENERAL 7,500

PEACE RUNNERS 773 NFP CO

431 N LAWNDALE AVE
CHICAGO,IL606241223 		No Relationship PC GENERAL 7,500

THAT HARPER KID NFP

1648 E 87TH PL
CHICAGO,IL606172702 		No Relationship PC GENERAL 7,500

UNION IMPACT CENTER

4821 S HERMITAGE AVE
CHICAGO,IL60609 		No Relationship PC GENERAL 7,500

THE ANTICRUELTY SOCIETY

157 W GRAND AVE
CHICAGO,IL606547105 		No Relationship PC GENERAL 5,940

ORGANIZATION FOR AUTISM RESEARCH IN

2111 WILSON BLVD SUITE 401
ARLINGTON,VA22201 		No Relationship PC GENERAL 5,584

THE MORTON ARBORETUM

4100 ILLINOIS ROUTE 53
LISLE,IL60532 		No Relationship PC GENERAL 5,524

MARCH OF DIMES INC

1550 CRYSTAL DRIVE SUITE 1300
ARLINGTON,VA22202 		No Relationship PC GENERAL 5,508

JAMES WARD ELEMENTARY SCHOOL

2701 S SHIELDS AVE
CHICAGO,IL60616 		No Relationship GOV GENERAL 5,920

RONALD MCDONALD HOUSE CHARITIES INC

110 N CARPENTER STREET
CHICAGO,IL60607 		No Relationship PC GENERAL 5,440

SCIENCE AND ARTS ACADEMY

1825 MINER STREET
DES PLAINES,IL60016 		No Relationship PC GENERAL 5,010

BEST BUDDIES INTERNATIONAL

100 SE 2ND STREET SUITE 2200
MIAMI,FL33131 		No Relationship PC GENERAL 4,733

PENCILS OF PROMISE INC

1115 BROADWAY SUITE 1157
NEW YORK,NY10010 		No Relationship PC GENERAL 4,565

T4YOUTH NFP

200 W JACKSON BLVD STE 1250
CHICAGO,IL60606 		No Relationship PC GENERAL 4,400

KOMERA INC

PO BOX 1491
JAMAICA PLAIN,MA02130 		No Relationship PC GENERAL 4,151

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 E CHICAGO AVE BOX 282
CHICAGO,IL606112991 		No Relationship PC GENERAL 3,956

NOURISHING HOPE

1716 W HUBBARD ST
CHICAGO,IL60622 		No Relationship PC GENERAL 3,600

MCDERMOTT CENTER

932 W WASHINGTON
CHICAGO,IL606072217 		No Relationship PC GENERAL 3,526

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC200065310 		No Relationship PC GENERAL 3,440

CHICAGO PARKS FOUNDATION

541 N FAIRBANKS COURT
CHICAGO,IL60611 		No Relationship PC GENERAL 3,421

TEAM BRIGHT SIDE INC

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

DANAFARBER CANCER INSTITUTE INC

450 BROOKLINE AVENUE
BOSTON,MA02215 		No Relationship PC GENERAL 3,286

SELF HELP AFRICA INC

5 UNION SQUARE WEST FRNT 1 1484
NEW YORK,NY10003 		No Relationship PC GENERAL 3,208

THE LEUKEMIA LYMPHOMA SOCIETY LLS

3 INTERNATIONAL DRIVE
RYE BROOK,NY10573 		No Relationship PC GENERAL 3,120

NEW YORK ROAD RUNNERS INC

156 WEST 56TH STREET 5TH FLOOR
NEW YORK,NY10019 		No Relationship PC GENERAL 2,999

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406 		No Relationship PC GENERAL 2,877

NEW LIFE CENTERS OF CHICAGOLAND NFP

4101 W 51ST ST
CHICAGO,IL60632 		No Relationship PC GENERAL 2,600

PROPUBLICA

155 AVENUE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		No Relationship PC GENERAL 2,588

DONORSCHOOSE

134 WEST 37TH ST FLOOR 11
NEW YORK,NY10018 		No Relationship PC GENERAL 2,506

CULINARY CARE

1 EAST ERIE ST
CHICAGO,IL60611 		No Relationship PC GENERAL 2,500

INJUSTICE WATCH NFP

55 E JACKSON BLVD STE 640
CHICAGO,IL60604 		No Relationship PC GENERAL 2,500

NATIONAL KIDNEY FOUNDATION INC

30 E 33RD STREET
NEW YORK,NY10016 		No Relationship PC GENERAL 2,300

EASTERSEALS DUPAGE FOX VALLEY

830 SOUTH ADDISON AVENUE
VILLA PARK,IL60181 		No Relationship PC GENERAL 2,134

AUTISM SCIENCE FOUNDATION

3 CONTINENTAL ROAD
SCARSDALE,NY10583 		No Relationship PC GENERAL 2,000

UNIVERSITY OF NOTRE DAME

725 GRACE HALL
NOTRE DAME,IN46556 		No Relationship PC GENERAL 2,000

GUITARS OVER GUNS OPERATION INC

2916 N MIAMI AVE
MIAMI,FL33127 		No Relationship PC GENERAL 1,652

BREAKTHROUGH T1D

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		No Relationship PC GENERAL 1,520

ZELLMER CHILDHOOD DISEASE FOUNDATION

418 S 6TH ST
GENEVA,IL60134 		No Relationship PC GENERAL 1,373

PROJECT ONYX

404 CHAYSE ST SW
BONDURANT,IA50035 		No Relationship PC GENERAL 1,362

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		No Relationship PC GENERAL 1,272

MISSION OF OUR LADY OF THE ANGELS

3808 W IOWA ST
CHICAGO,IL60651 		No Relationship PC GENERAL 1,040

GIVEDIRECTLY

P O BOX 3221
NEW YORK,NY10008 		No Relationship PC GENERAL 1,023

LEGAL IMPACT FOR CHICKENS

2108 N STREET
SACRAMENTO,CA95816 		No Relationship PC GENERAL 1,023

FRANKLIN MIDDLE SCHOOL

211 E FRANKLIN STREET
WHEATON,IL60187 		No Relationship GOV EDUCATION 1,000

LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH

400 HAMILTON AVE STE 340
PALO ALTO,CA94301 		No Relationship PC GENERAL 1,000

PANMASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA02494 		No Relationship PC GENERAL 1,000

REGENTS OF THE UNIVERSITY OF COLORADO

1800 N GRANT ST STE 200
DENVER,CO60605 		No Relationship PC GENERAL 1,000

ROLE MODEL MOVEMENT INC NFP

47 W POLK ST
CHICAGO,IL60605 		No Relationship PC GENERAL 1,000

TOM KIRBY FOUNDATION

231 S LASALLE ST
CHICAGO,IL60604 		No Relationship PC GENERAL 1,000

THE REAUMOND FOUNDATION

1021 W ADAMS ST STE LL2
CHICAGO,IL60607 		No Relationship PC GENERAL 617

FRIENDS OF THE CHILDREN CHICAGO

1512 S PULASKI ROAD
CHICAGO,IL60623 		No Relationship PC GENERAL 565

RILEY CHILDRENS FOUNDATION

500 N MERIDIAN STREET SUITE 100
INDIANAPOLIS,IN46204 		No Relationship PC GENERAL 535

CHICAGO WHITE SOX CHARITIES

333 WEST 35TH STREET
CHICAGO,IL60616 		No Relationship PC GENERAL 524

GARFIELD PARK CONSERVATORY ALLIANCE

300 N CENTRAL PARK AVE
CHICAGO,IL60624 		No Relationship PC GENERAL 510

CHILDRENS MIRACLE NETWORK

205 WEST 700 SOUTH
SALT LAKE CITY,UT84101 		No Relationship PC GENERAL 508

CHICAGO PUBLIC MEDIA INC

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

GLENVIEW YOUTH BASEBALL INC

PO BOX 337
GLENVIEW,IL60025 		No Relationship PC GENERAL 500

LANE TECH COMPUTER SCIENCE BOOSTER CLUB

2501 W ADDISON ST
CHICAGO,IL60618 		No Relationship PC GENERAL 500

MARQUETTE UNIVERSITY

1250 W WISCONSIN AVE
MILWAUKEE,WI53233 		No Relationship PC GENERAL 500

OUTLET DANCE COMPANY

1801 MAUREEN DR
HOFFMAN ESTATES,IL60192 		No Relationship PC GENERAL 500

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		No Relationship PC GENERAL 475

ST BALDRICKS FOUNDATION

1333 SOUTH MAYFLOWER AVENUE SUITE 4
MONROVIA,CA91016 		No Relationship PC GENERAL 429

RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA

1301 W 22ND STREET SUITE 905
OAK BROOK,IL60523 		No Relationship PC GENERAL 412

THE FIRST TEE OF CHICAGO FOUNDATION

3701 N RECREATION DRIVE
CHICAGO,IL60613 		No Relationship PC GENERAL 311

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVE
EVANSTON,IL60201 		No Relationship PC GENERAL 258

HOPE SCARVES INC

2010 CHEROKEE PKWY STE 2
LOUISVILLE,KY40204 		No Relationship PC GENERAL 256

CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION

5151 STATE UNIVERSITY DRIVE ADM 809
LOS ANGELES,CA90032 		No Relationship PC GENERAL 250

MALARIA CONSORTIUM US

PO BOX 6334
HERMITAGE,PA16148 		No Relationship PC GENERAL 200

5LOAVES2FISHNMI

106 4TH ST
LELAND,MI49654 		No Relationship PC GENERAL 150

AUTISM SPEAKS

1 EAST 33RD STREET 4TH FLOOR
NEW YORK,NY10016 		No Relationship PC GENERAL 125

ST PAULS CATHOLIC SCHOOL

2609 PARK ST
JACKSONVILLE,FL32204 		No Relationship PC GENERAL 115

THE SALVATION ARMY

1424 NORTHEAST EXPY NE
BROOKHAVEN,GA30329 		No Relationship PC GENERAL 106

COVENANT HOUSE

5 PENN PLAZA
NEW YORK,NY10001 		No Relationship PC GENERAL 106

THE NIGHT MINISTRY

1735 N ASHLAND AVE SUITE 2000
CHICAGO,IL60622 		No Relationship PC GENERAL 104

BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO

130 S JEFFERSON SUITE 200
CHICAGO,IL60661 		No Relationship PC GENERAL 104

OTHER

233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606 		No Relationship PC GENERAL 559

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		No Relationship PC GENERAL 103

FRIENDS OF CHAPPELL SCHOOL

2315 W FOSTER AVE
CHICAGO,IL60625 		No Relationship PC GENERAL 103

HELEN KELLER INTERNATIONAL

ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
NEW YORK,NY10017 		No Relationship PC GENERAL 100

NORTHWESTERN UNIVERSITY SETTLEMENT

1400 W AUGUSTA BLVD
CHICAGO,IL60642 		No Relationship PC EDUCATION 75

JOE ANDRUZZI FOUNDATION INC

49 PLAIN STREET SUITE 500
NORTH ATTLEBORO,MA02760 		No Relationship PC GENERAL 55

SPECIAL OLYMPICS ILLINOIS

605 E WILLOW ST
NORMAL,IL61761 		No Relationship PC GENERAL 53

KESEM

440 N BARRANCA AVE 2273
COVINA,CA91723 		No Relationship PC GENERAL 37
Total .................................right arrow 3a 15,418,034
bApproved for future payment

IMC CHICAGO CHARITABLE FOUNDATION
233 W WACKER DRIVE
STE 4300
CHICAGO,IL60606 		  PC GRANTS APPROVED FOR FUTURE PAYMENT - SEE ATTACHED DETAIL 0
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 14 1,254,349 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 177,355 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,431,704 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,431,704
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

26-1416954
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
IMC CHICAGO CHARITABLE FOUNDATION
  		Employer identification number
26-1416954
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
IMC CHICAGO LLC
233 S WACKER DRIVE
 
CHICAGO, IL60606

$ 16,664,453


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
COMIC RELIEF INC
120 BROADWAY 22ND FLOOR
 
NEW YORK, NY10271

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
COUNCIL FOR A STRONG AMERICA
PO BOX 56556
 
HARWOOD HEIGHTS, IL60656

$ 16,321


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
IMC CHICAGO CHARITABLE FOUNDATION
  		Employer identification number

26-1416954
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
IMC CHICAGO CHARITABLE FOUNDATION
  		Employer identification number

26-1416954
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 59,643 4,689 0 54,954

TY 2024 InvestmentsCorpBondsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
EATON VANCE INCOME FUND OF BOSTON (ICE BOFAMERRILL LYNCH US HIGH YIELD MAST 1,577,407 1,582,081
CANADIAN NATL RESOURCES 3.8% 04/15/2024 USD SRLIEN NEXT CALL DT. 01 15 24 0 0
TARGET CORPORATION 3.5% 07/01/2024 USD SR LIENS&P A /MOODY'S A2 0 0
AIR LEASE CORP 4.25% 09/15/2024 USD SR LIEN NEXTCALL DT. 06 15 24 S&P BB 0 0
NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025USD SR LIEN NEXT CALL DT. 11 148,815 149,879
BANK OF AMERICA CORPORATION MTN 4.0% 01/22/2025USD SUB LIEN S&P BBB+ /MOOD 120,193 119,940
ORACLE CORPORATION 2.95% 05/15/2025 USD SR LIENNEXT CALL DT. 02 15 25 S&P 125,842 123,988
XCEL ENERGY INC 3.3% 06/01/2025 USD SR LIEN NEXTCALL DT. 12 01 24 S&P BBB+ 126,092 124,083
REYNOLDS AMERICAN INC 4.45% 06/12/2025 USD SRLIEN NEXT CALL DT. 03 12 25 S 126,557 124,654
CATERPILLAR FINL SERVICE MTN 0.8% 11/13/2025 USDSR LIEN S&P A /MOODY'S A2 139,822 135,498
CITIGROUP INC. 3.7% 01/12/2026 USD SR LIEN SETUP21701141 S&P BBB+ /MOODY' 74,900 74,247
TYCO ELECTRONICS GROUP S 3.7% 02/15/2026 USD SRLIEN NEXT CALL DT. 11 15 25 49,879 49,466
COMCAST CORP 3.15% 03/01/2026 USD SR LIEN NEXTCALL DT. 12 01 25 S&P A- /MO 150,568 147,702
BERKSHIRE HATHAWAY INC. 3.125% 03/15/2026 USD SRLIEN NEXT CALL DT. 12 15 2 74,930 73,850
JPMORGAN CHASE & CO 3.3% 04/01/2026 USD SR LIEN NEXT CALL DT. 01 01 26 S&P 174,792 172,331
DELL INT LLC / EMC CORP 6.02% 06/15/2026 USD SRLIEN NEXT CALL DT. 03 15 26 89,491 89,270
UNILEVER CAPITAL CORPORATION 2.0% 07/28/2026 USDSR LIEN S&P A+ /MOODY'S A1 98,417 96,374
PUBLIC SERVICE ELECTRIC MTN 2.25% 09/15/2026 USDSR LIEN NEXT CALL DT. 06 1 197,499 192,412
BANCO SANTANDER, S.A. 4.25% 04/11/2027 USD SRLIEN S&P A- /MOODY'S BAA1 210,107 196,474
WELLS FARGO & COMPANY HYBRID MTN 06/17/2027 USDSR LIEN CPN 06/17/19 3.196% 148,423 131,871
REALTY INCOME CORP 3.95% 08/15/2027 USD SR LIENNEXT CALL DT. 05 15 27 S&P 99,982 93,386
CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN01/10/17 3.887% NEXT CALL 62,858 53,919
BANK OF AMERICA CORP HYBRID MTN 01/20/2028 USDSR LIEN CPN 01/20/17 3.824% 158,829 137,165
CSX CORP 3.8% 03/01/2028 USD SR LIEN NEXT CALLDT. 12 01 27 S&P BBB+ /MOOD 100,552 92,324
FIFTH THIRD BANCORP 3.95% 03/14/2028 USD SR LIENNEXT CALL DT. 02 14 28 S&P 90,744 86,162
JPMORGAN CHASE & CO. HYBRID 05/01/2028 USD SRLIEN CPN 04/25/17 3.54% NEXT 104,257 92,301
DIGITAL REALTY TRUST, INC. 4.45% 07/15/2028 USDSR LIEN NEXT CALL DT. 04 15 129,658 123,746
SANTANDER UK GROUP HOLDINGS PL HYBRID 11/03/2028USD SR LIEN CPN 11/03/17 3 322,144 325,399
EMERSON ELECTRIC CO. 2.0% 12/21/2028 USD SR LIENNEXT CALL DT. 10 21 28 S&P 210,703 199,528
MPLX LP 4.8% 02/15/2029 USD SR LIEN NEXT CALLDT. 11 15 28 S&P BBB /MOODY'S 108,998 103,089
HOME DEPOT, INC (THE) 2.95% 06/15/2029 USD SRLIEN NEXT CALL DT. 03 15 29 143,165 134,473
WALT DISNEY COMPANY (THE) 2.0% 09/01/2029 USD SRLIEN NEXT CALL DT. 06 01 2 168,306 158,333
PRUDENTIAL FINANCIAL INC MTN 2.1% 03/10/2030 USDSR LIEN NEXT CALL DT. 12 1 174,561 154,235
NORTHERN TRUST CORPORATION 1.95% 05/01/2030 USDSR LIEN NEXT CALL DT. 02 01 115,784 115,677
GLOBAL PAYMENTS INC 2.9% 05/15/2030 USD SR LIENNEXT CALL DT. 02 15 30 S&P 114,624 102,388
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN NEXTCALL DT. 03 01 30 S&P BB 178,899 182,453
GENERAL MOTORS FINANCIAL COMPA 3.6% 06/21/2030USD SR LIEN NEXT CALL DT. 03 126,853 120,130
NETAPP, INC. 2.7% 06/22/2030 USD SR LIEN NEXTCALL DT. 03 22 30 S&P BBB+ /M 150,580 132,356
BRISTOL-MYERS SQUIBB CO 1.45% 11/13/2030 USD SRLIEN NEXT CALL DT. 08 13 30 214,641 178,130
VERIZON COMMUNICATIONS, INC. 1.75% 01/20/2031USD SR LIEN NEXT CALL DT. 10 286,090 259,632
CITIGROUP INC. HYBRID 01/29/2031 USD SR LIEN CPN01/29/20 2.666% NEXT CALL 30,000 26,540
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIENNEXT CALL DT. 11 15 30 S&P BB 91,766 79,562
SPIRIT REALTY LP 3.2% 02/15/2031 USD SR LIENNEXT CALL DT. 11 15 30 S&P BBB 103,952 94,205
WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIENNEXT CALL DT. 12 15 30 S&P 49,882 40,707
MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031USD SR LIEN CPN 07/10/20 2.2 200,000 170,880
AT&T INC. 2.25% 02/01/2032 USD SR LIEN NEXT CALLDT. 11 01 31 S&P BBB /MOOD 114,792 95,113
MORGAN STANLEY HYBRID MTN 02/13/2032 USD SR LIENCPN 11/13/20 1.794% NEXT C 120,000 97,902
NXP BV/NXP FDG/NXP USA 2.65% 02/15/2032 USD SERWI SR LIEN NEXT CALL DT. 11 77,609 79,140
ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN04/01/21 2.727% NEXT CALL 184,245 172,989
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032USD SUB LIEN CPN 07/29/21 149,297 139,710
HSBC HOLDINGS PLC HYBRID 11/22/2032 USD SR LIENCPN 11/22/21 2.871% NEXT CA 156,517 169,582
DOMINION RESOURCES, INC. 5.25% 08/01/2033 SER FSR LIEN S&P BBB /MOODY'S BA 112,129 100,683
FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIENS&P BBB /MOODY'S BAA2 183,108 173,616
KINDER MORGAN ENERGY PRTNRS LP 5.8% 03/15/2035SR LIEN S&P BBB /MOODY'S BAA 89,843 91,596
THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USDSER WI SR LIEN S&P BBB /MOOD 91,212 89,730
QUALCOMM INC. 4.65% 05/20/2035 USD SR LIEN NEXTCALL DT. 11 20 34 S&P A /MO 90,323 89,924
AERCAP IRELAND CAP/GLOBA 4.45% 10/01/2025 USD SR LIEN Next Call Dt. 08 01 25 S&P BBB /Moody's Baa2 246,295 248,420
SIMON PROPERTY GROUP, L.P. 3.3% 01/15/2026 USD SR LIEN Next Call Dt. 10 15 25 S&P A- /Moody's A3 277,251 278,385
INTEL CORPORATION 4.875% 02/10/2026 USD SR LIEN S&P A/Moody's A2 191,734 191,036
FISERV INC 3.2% 07/01/2026 USD SR LIEN Next Call Dt. 05 01 26 S&P BBB /Moody's Baa2 245,864 246,479
AIR LEASE CORP 1.875% 08/15/2026 USD SR LIEN Next Call Dt. 07 15 26 S&P BBB 150,737 152,504
U.S. BANCORP HYBRID 10/21/2026 USD SR LIEN CPN 10/21/22 5.727% Next Call Dt. 10 21 25 S&P A /Moody's 0 0
MORGAN STANLEY HYBRID 12/10/2026 USD SR LIEN CPN 12/10/20 0.985% Next Call Dt. 12 10 25 S&P A- /Mood 384,543 415,652
LLOYDS BANKING GROUP PLC HYBRID 05/11/2027 USD SR LIEN CPN 03/11/21 1.627% Next Call Dt. 05 11 26 S& 179,855 193,203
CITIGROUP INC. HYBRID 06/09/2027 USD SR LIEN CPN 06/09/21 1.462% Next Call Dt. 06 09 26 S&P BBB+ /Mo 206,158 219,937
MITSUBISHI UFJ FINANCIAL GROUP HYBRID 07/20/2027 USD SR LIEN CPN 07/20/21 1.538% Next Call Dt. 07 20 359,535 385,171
US BANCORP HYBRID 02/01/2029 USD SR LIEN CPN 02/01/23 4.653% Next Call Dt. 02 01 28 S&P A /Moody's A 152,244 155,450
TRUIST FINANCIAL CORPORATION HYBRID MTN 06/07/2029 USD SR LIEN CPN 06/07/21 1.887% Next Call Dt. 06 188,671 195,762
NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SR LIEN Next Call Dt. 03 18 29 S&P BBB+ /Moody's Baa3 131,335 131,069
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03/01/2030 USD SR LIEN CPN 03/03/22 3.273% Next Call Dt. 03 01 105,425 109,102
EBAY INC 2.7% 03/11/2030 USD SR LIEN Next Call Dt. 12 11 29 S&P BBB+ /Moody's Baa1 134,307 140,876
WALT DISNEY COMPANY/THE 3.8% 03/22/2030 USD SR LIEN S&P A- /Moody's A2 83,054 87,163
INTEL CORPORATION 3.9% 03/25/2030 USD SR LIEN Next Call Dt. 12 25 29 S&P A /Moody's A2 138,670 141,526
GENERAL MOTORS FINL CO 5.85% 04/06/2030 USD SR LIEN Next Call Dt. 02 06 30 S&P BBB /Moody's Baa2 125,741 129,762
TRANSCANADA PIPELINES 4.1% 04/15/2030 USD SR LIEN Next Call Dt. 01 15 30 S&P BBB+ /Moody's Baa2 87,294 92,107
CLOROX COMPANY (THE) 1.8% 05/15/2030 USD SR LIEN Next Call Dt. 02 15 30 S&P BBB+ /Moody's Baa1 79,052 83,365
UNITEDHEALTH GROUP INCORPORATE 2.0% 05/15/2030 USD SR LIEN S&P A+ /Moody's A2 84,807 87,942
RELX CAPITAL INC 3.0% 05/22/2030 USD SR LIEN Next Call Dt. 02 22 30 S&P BBB+ /Moody's A3 236,902 245,225
SERVICENOW, INC. 1.4% 09/01/2030 USD SR LIEN Next Call Dt. 06 01 30 S&P A- /Moody's A3 340,240 354,023
BANCO SANTANDER, S.A. 2.749% 12/03/2030 USD SUB LIEN S&P BBB+ /Moody's Baa2 165,522 169,344
TELEDYNE TECHNOLOGIES IN 2.75% 04/01/2031 USD SR LIEN Next Call Dt. 01 01 31 S&P BBB /Moody's Baa3 180,806 189,318
REALTY INCOME CORPORATION 5.625% 10/13/2032 USD SR LIEN Next Call Dt. 07 13 32 S&P A- /Moody's A3 180,832 191,110
BANK OF MONTREAL HYBRID 12/15/2032 USD SUB LIEN CPN 12/12/17 3.803% Next Call Dt. 12 15 27 S&P BBB+ 226,596 241,144
INTEL CORPORATION 5.2% 02/10/2033 USD SR LIEN Next Call Dt. 11 10 32 S&P A /Moody's A2 40,818 39,649
CENTERPOINT ENERGY RES 5.4% 03/01/2033 USD SR LIEN Next Call Dt. 12 01 32 S&P BBB+ /Moody's A3 402,181 418,860
NATIONAL GRID PLC 5.809% 06/12/2033 SR LIEN Next Call Dt. 03 12 33 S&P BBB /Moody's Baa2 128,348 134,723
DOLLAR GENERAL CORPORATION 5.45% 07/05/2033 SR LIEN Next Call Dt. 04 05 33 S&P BBB /Moody's Baa2 128,953 136,529
TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN Next Call Dt. 12 01 33 S&P BBB+ /Moody's Baa2 125,490 127,488
AMERICAN INTERNATIONAL GROUP, 3.875% 01/15/2035 USD SR LIEN Next Call Dt. 07 15 34 S&P BBB+ /Moody's 159,498 151,831
EOG RESOURCES, INC. 3.9% 04/01/2035 USD SR LIEN Next Call Dt. 10 01 34 S&P A- /Moody's A3 171,817 170,788
UNITEDHEALTH GROUP INCORPORATE 5.8% 03/15/2036 USD SR LIEN S&P A+ /Moody's A2 242,820 247,675
UNION PACIFIC CORPORATION 2.891% 04/06/2036 USD SER WI SR LIEN Next Call Dt. 01 06 36 S&P A- /Moody' 156,196 163,819
ACCRUED INCOME 169,083 169,083
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 250,472 250,472
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN Next Call Dt. 04 01 34 S&P BBB /Moody's Baa1 220,553 219,133
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN Next Call Dt. 03 01 31 S&P BBB- /Moody's Ba1 75,637 64,231
BERRY GLOBAL INC 1.57% 01/15/2026 USD SR LIEN Next Call Dt. 12 15 25 S&P BBB- /Moody's Ba1 191,590 192,040

TY 2024 InvestmentsCorpStockSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P 500 INDEX FUND CLASS G BSPGX 7,398,558 11,241,301
ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND K SHARES BDBKX 741,425 830,140

TY 2024 InvestmentsGovtObligationsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
US Government Securities - End of Year Book Value:

13,416,862
US Government Securities - End of Year Fair Market Value:

12,103,376
State & Local Government Securities - End of Year Book Value:


12,800,721
State & Local Government Securities - End of Year Fair Market Value:


12,103,376


TY 2024 InvestmentsOtherSchedule2
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND FMV 3,455,991 3,526,694
IMPRINT THEMATIC OPPORTUNITIES OFFSHORE SCSP FMV 564,203 564,203
SSGA EMERGING MARKET INDEX FUND FMV 465,443 494,061

TY 2024 OtherAssetsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 0 497 497
NOTE RECEIVABLE - BENEFIT CHICAGO 1,193,162 1,228,917 1,228,917


TY 2024 OtherExpensesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE AND MISCELLANEOUS EXPENSES 95,177 0 0 95,177
BANK AND MERCHANT FEES 70,917 0 0 70,917
MEMBERSHIP DUES AND SUBSCRIPTIONS 16,463 0 0 16,463
IT AND WEBSITE EXPENSES 14,123 1,110 0 13,013
PROGRAM EXPENSES 12,178 0 0 12,178
ADMINISTRATIVE EXPENSES 6,992 0 0 6,992
TELEPHONE AND INTERNET EXPENSES 1,454 114 0 1,340


TY 2024 OtherIncreasesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Description Amount
UNREALIZED GAIN LOSS 139,148


TY 2024 OtherProfessionalFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CONSULTING FEES 2,785 0 0 2,785
INVESTMENT MGMT FEES 147,571 147,571 0 0


TY 2024 SubstantialContributorsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Name Address
IMC CHICAGO LLC 233 S WACKER DRIVE
CHICAGO,IL60606


TY 2024 TaxesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED FEDERAL TAX PAYMENT 15,000 15,000 0 0
IRS TAX PAYMENT 3,392 3,392 0 0
IL STATE FILING FEES 11 0 0 11