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
WILLIAM BLAIR & COMPANY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)150 N RIVERSIDE 43RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606065307
A Employer identification number

36-3092291
B Telephone number (see instructions)

(312) 236-1600
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$10,272,021J 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) 3,013,372
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,350 2,350  
4 Dividends and interest from securities... 66,489 66,489  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,200,886
b Gross sales price for all assets on line 6a 2,818,043
7 Capital gain net income (from Part IV, line 2)... 1,200,886
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,283,097 1,269,725  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,559 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,397 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,956 0   0
25 Contributions, gifts, grants paid....... 2,089,332 2,089,332
26 Total expenses and disbursements. Add lines 24 and 25 2,115,288 0   2,089,332
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,167,809
b Net investment income (if negative, enter -0-) 1,269,725
c Adjusted net income (if negative, enter -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............. 204,791 453,609 453,609
2 Savings and temporary cash investments......... 313,563 3,283,374 3,283,374
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)....... 3,514,752 Click to see attachment
List of Attached Documents:
// Content
2,447,912 		6,535,038
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,033,106 6,184,895 10,272,021
Liabilities 17 Accounts payable and accrued expenses.......... 415,312 399,292
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)......... 415,312 399,292
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........... 3,617,794 5,785,603
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)..... 3,617,794 5,785,603
30 Total liabilities and net assets/fund balances (see instructions). 4,033,106 6,184,895
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
3,617,794
2
Enter amount from Part I, line 27a .....................
2
2,167,809
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,785,603
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
5,785,603
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 ACCENTURE PLC A P 2016-07-06 2024-01-12
b AON PLC P 2016-05-24 2024-01-12
c APPLE INC P 2016-03-28 2024-01-12
d ADOBE SYSTEMS INC P 2022-01-06 2024-01-12
e AMAZON.COM INC P 2022-01-06 2024-01-12
AMAZON.COM INC P 2021-11-18 2024-01-12
BOOZ ALLEN HAMILTON HOLDING CORP P 2021-11-18 2024-01-12
DEXCOM INC P 2022-01-06 2024-01-12
DEXCOM INC P 2022-12-20 2024-01-12
ALPHABET INC A P 2022-12-20 2024-01-12
GUIDEWIRE SOFTWARE INC P 2016-12-21 2024-01-12
GUIDEWIRE SOFTWARE INC P 2014-01-02 2024-01-12
IDEXX LABORATORIES INC P 2016-07-06 2024-01-12
IDEXX LABORATORIES INC P 2022-01-06 2024-01-12
MASTERCARD INC A P 2022-01-06 2024-01-12
MICROCHIP TECHNOLOGY INC P 2019-08-26 2024-01-12
MICROSOFT CORP P 2015-11-10 2024-01-12
POOL CORP P 2022-01-06 2024-01-12
POOL CORP P 2022-12-20 2024-01-12
RESMED INC P 2022-01-06 2024-01-12
STRYKER CORP P 2022-01-06 2024-01-12
TYLER TECHNOLOGIES INC P 2022-01-06 2024-01-12
TYLER TECHNOLOGIES INC P 2018-06-27 2024-01-12
WATSCO INC P 2016-12-21 2024-01-12
WEST PHARMACEUTICAL SERVICES INC P 2022-12-20 2024-01-12
ZOETIS INC P 2022-01-06 2024-01-12
EDWARDS LIFESCIENCES CORP P 2016-12-08 2024-01-12
EDWARDS LIFESCIENCES CORP P 2020-07-21 2024-01-12
ARISTA NETWORKS INC P 2022-01-06 2024-01-12
ARISTA NETWORKS INC P 2019-12-04 2024-01-12
PURE STORAGE INC P 2021-10-20 2024-01-12
SPROUT SOCIAL INC P 2022-12-20 2024-01-12
SPROUT SOCIAL INC P 2022-06-17 2024-01-12
SPROUT SOCIAL INC P 2020-06-23 2024-05-17
SPROUT SOCIAL INC P 2022-06-17 2024-05-17
LIVE NATION ENTERTAINMENT INC P 2022-01-06 2024-05-23
DEXCOM INC P 2022-12-20 2024-06-20
PURE STORAGE INC P 2021-10-20 2024-06-20
PURE STORAGE INC P 2018-06-01 2024-06-20
AON PLC P 2016-05-24 2024-06-24
DEXCOM INC P 2017-09-28 2024-06-24
DEXCOM INC P 2022-12-20 2024-06-24
VERALTO CORP P 2015-08-31 2024-06-24
VERALTO CORP P 2015-08-27 2024-06-24
VERALTO CORP P 2015-08-27 2024-06-24
VERALTO CORP P 2015-09-29 2024-06-24
VERALTO CORP P 2015-08-28 2024-06-24
EDWARDS LIFESCIENCES CORP P 2016-12-08 2024-09-24
MICROCHIP TECHNOLOGY INC P 2018-09-28 2024-11-15
MICROCHIP TECHNOLOGY INC P 2019-08-26 2024-11-15
INSULET CORP P 2021-11-18 2024-11-15
STRYKER CORP P 2018-06-27 2024-11-15
STRYKER CORP P 2022-01-06 2024-11-15
BOOZ ALLEN HAMILTON HOLDING CORP P 2021-11-18 2024-12-13
INTCNTL EXCHANGE P 2015-01-06 2024-12-13
INTCNTL EXCHANGE P 2015-07-31 2024-12-13
INTCNTL EXCHANGE P 2022-12-20 2024-12-13
(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 35,592   11,329 24,263
b 59,895   21,326 38,569
c 46,427   6,582 39,845
d 41,730   36,401 5,329
e 19,375   21,815 -2,440
41,075   48,711 -7,636
38,051   26,381 11,670
26,056   25,584 472
36,579   33,241 3,338
35,620   22,100 13,520
13,385   6,179 7,206
31,232   13,457 17,775
51,910   8,871 43,039
16,393   17,596 -1,203
53,760   46,141 7,619
25,734   12,694 13,040
57,960   8,033 49,927
11,408   15,867 -4,459
26,620   21,220 5,400
35,220   49,195 -13,975
15,588   13,612 1,976
14,988   17,371 -2,383
10,706   5,468 5,238
61,247   22,657 38,590
28,129   18,211 9,918
39,496   43,642 -4,146
16,996   6,657 10,339
20,441   20,701 -260
16,454   8,659 7,795
21,516   4,128 17,388
36,930   26,160 10,770
3,004   2,843 161
9,011   7,973 1,038
63,943   61,868 2,075
2,357   4,252 -1,895
2,154   2,630 -476
116,393   113,839 2,554
106,581   42,117 64,464
47,333   16,164 31,169
136,999   49,051 87,948
130,489   13,311 117,178
23,158   23,678 -520
3,866   911 2,955
5,733   1,353 4,380
1,116   265 851
4,666   1,045 3,621
13,265   3,136 10,129
124,227   54,928 69,299
189,618   117,358 72,260
11,453   7,617 3,836
110,691   128,557 -17,866
226,969   98,435 128,534
45,002   31,309 13,693
175,257   114,758 60,499
269,647   74,500 195,147
782   228 554
7,816   5,042 2,774
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       24,263
b       38,569
c       39,845
d       5,329
e       -2,440
      -7,636
      11,670
      472
      3,338
      13,520
      7,206
      17,775
      43,039
      -1,203
      7,619
      13,040
      49,927
      -4,459
      5,400
      -13,975
      1,976
      -2,383
      5,238
      38,590
      9,918
      -4,146
      10,339
      -260
      7,795
      17,388
      10,770
      161
      1,038
      2,075
      -1,895
      -476
      2,554
      64,464
      31,169
      87,948
      117,178
      -520
      2,955
      4,380
      851
      3,621
      10,129
      69,299
      72,260
      3,836
      -17,866
      128,534
      13,693
      60,499
      195,147
      554
      2,774
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 1,200,886
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 17,649
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 17,649
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 17,649
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 409
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 409
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 17,240
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 arrow   Refundedright arrow 11  
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. ...............................
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 arrowE DAVID COOLIDGE III Telephone no.right arrow (312) 236-1600

Located atright arrow150 N RIVERSIDECHICAGOIL ZIP+4right arrow606065307
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
E DAVID COOLIDGE III PRESIDENT/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
BRENT GLEDHILL DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
STEPHANIE BRAMING TREASURER/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
LAURA COY SECRETARY/DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
KEVIN CUNNINGHAM DIRECTOR
0.00 		0 0 0
150 N RIVERSIDE 43RD FL
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
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 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS SEE SCHEDULE ATTACHED 0
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 (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
7,446,298
b
Average of monthly cash balances.......................
1b
490,793
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,937,091
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
7,937,091
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
119,056
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,818,035
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
390,902
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
390,902
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,649
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,649
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
373,253
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
373,253
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
373,253
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
2,089,332
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
2,089,332
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 7 373,253
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 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,236,951
b From 2020...... 1,742,848
c From 2021...... 2,769,384
d From 2022...... 2,266,127
e From 2023...... 2,493,526
f Total of lines 3a through e ........ 10,508,836
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,089,332
a Applied to 2023, 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 2024 distributable amount..... 373,253
e Remaining amount distributed out of corpus 1,716,079
5 Excess distributions carryover applied to 2024. 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 12,224,915
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 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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,236,951
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,987,964
10 Analysis of line 9:
a Excess from 2020.... 1,742,848
b Excess from 2021.... 2,769,384
c Excess from 2022.... 2,266,127
d Excess from 2023.... 2,493,526
e Excess from 2024.... 1,716,079
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).)
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 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 e-mail address of the person to whom applications should be addressed:
E DAVID COOLIDGE III CO WILLIAM BLA
150 N RIVERSIDE 43RD FL
CHICAGO,IL60606
(312) 236-1600
bThe form in which applications should be submitted and information and materials they should include:
LETTER WITH GENERAL DESCRIPTION OF ORGANIZATION AND ITS SPECIAL PURPOSE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ACTIVITIES SHOULD HAVE A SIGNIFICANT IMPACT IN THE CHICAGO METROPOLITAN AREA
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

SEE ATTACHED LISTING

VARIOUS
CHICAGO,IL60606 		    GENERAL PURPOSES 2,089,332
Total .................................right arrow 3a 2,089,332
bApproved for future payment
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
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 2,350  
4 Dividends and interest from securities ....     14 66,489  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,200,886  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,269,725 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,269,725
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 GeneralExplanationAttachment
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Identifier Return Reference Explanation
FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT FORM 990-PF PART XV GRANTS AND CONTRIBUTIONS SUPPORT WILLIAM BLAIR & COMPANY FOUNDATION 2024 CONTRIBUTIONS NAME AMOUNT CHECK DATECAREERSPRING FOUNDATION $20,500.00 1/23/2024CHRISTOPHER HOUSE 7,500.00 1/23/2024FRIENDS OF ACADIA 2,500.00 1/23/2024GENDERCOOL PROJECT 5,000.00 1/23/2024MUSEUM OF SCIENCE AND INDUSTRY 10,000.00 1/23/2024ASSOCIATED COLLEGES OF ILLINOIS INC 2,650.00 2/23/2024BARRINGTON 220 EDUCATION FOUNDATION 5,000.00 2/23/2024CARA PROGRAM 10,000.00 2/23/2024DANIEL MURPHY SCHOLARSHIP FUND 20,000.00 2/23/2024EVANS SCHOLARS FOUNDATION 26,000.00 2/23/2024HORIZONS FOR YOUTH 13,600.00 2/23/2024HOWARD BROWN HEALTH CENTER 3,500.00 2/23/2024JOHNS HOPKINS UNIVERSITY - PEABODY INSTITUTE 7,500.00 2/23/2024JUVENILE PROTECTIVE ASSOCIATION JPA 6,000.00 2/23/2024LOYOLA UNIVERSITY CHICAGO 2,500.00 2/23/2024MARQUETTE UNIVERSITY 10,000.00 2/23/2024MEMORIAL SLOAN-KETTERING CANCER CENTER 1,500.00 2/23/2024MERIT SCHOOL OF MUSIC 12,500.00 2/23/2024RUSH UNIVERSITY MEDICAL CENTER 25,000.00 2/23/2024STARTOUT 5,000.00 2/23/2024THE NORA PROJECT NFP 5,000.00 2/23/2024WILLOW CREEK RANCH INC 10,000.00 2/23/2024AMERICAN HUMANE ASSOCIATION 7,000.00 3/12/2024AMERICAN-ISRAEL EDUCATION AND ECONOMIC INSTITUTE OF IL 3,265.00 3/12/2024BETTER DATA INITIATIVE INCORPORATED 20,000.00 3/12/2024ROW GLOBAL HEALTH 5,000.00 3/12/2024AMERICA SCORES CHICAGO 5,000.00 4/15/2024CHICAGO COMMUNITY FOUNDATION 2,500.00 4/15/2024GIORDANO DANCE CHICAGO 4,100.00 4/15/2024GIVING BACK FUND INC 947.50 4/15/2024HUBBARD STREET DANCE CHICAGO 10,000.00 4/15/2024ILLINOIS INSTITUTE OF TECHNOLOGY 2,500.00 4/15/2024METROSQUASH 13,200.00 4/15/2024PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND 10,000.00 4/15/2024SGA YOUTH & FAMILY SERVICES NFP 10,000.00 4/15/2024THE YMCA OF METROPOLITAN CHICAGO 2,500.00 4/15/2024TWEEN ESTEEM PROJECT 1,500.00 4/15/2024UNION LEAGUE BOYS & GIRLS CLUB 7,523.00 4/15/2024ASSOCIATION OF CORPORATE CITIZENSHIP PROFESSIONALS 10,000.00 4/16/2024NATIONAL ITALIAN AMERICAN SPORTS HALL OF FAME INC 5,000.00 4/18/2024BIG SHOULDERS FUND 3,000.00 4/22/2024CITY YEAR LOS ANGELES 3,500.00 4/22/2024MAINE HIGH SCHOOL HOCKEY ASSOC. 2,500.00 4/22/2024MORTON ARBORETUM 1,500.00 4/22/2024SAFE ALLIANCE INC 6,250.00 4/22/2024TUTORING CHICAGO 2,500.00 4/22/2024UNIVERSITY OF RICHMOND 1,000.00 4/22/2024URBAN SERVICES YMCA 2,600.00 4/22/2024CC2 FOREVER 19,000.00 5/1/2024CRADLES TO CRAYONS INC 28,750.00 5/1/2024MAKERGIRL 3,880.00 5/1/2024MS FOUNDATION FOR WOMEN INC 1,500.00 5/1/2024THE RYAN LICHT SANG BIPOLAR FOUNDATION INC 2,500.00 5/1/2024YWCA METROPOLITAN CHICAGO 28,250.00 5/1/2024CHICAGO JESUIT ACADEMY 10,000.00 5/16/2024EVANSTON COMMUNITY FOUNDATION INC 10,000.00 5/16/2024GREATER YELLOWSTONE COALITION INC 10,000.00 5/16/2024JEWISH UNITED FUND OF METROPOLITAN CHICAGO 10,000.00 5/16/2024NATIONAL RUNAWAY SAFELINE 6,000.00 5/16/2024THE BASEBALL INC 3,500.00 5/16/2024VETERANS BRIDGE HOME INC 2,000.00 5/16/2024BRAVE SPACE ALLIANCE 5,000.00 6/4/2024CHICAGOLAND ENTREPRENEURIAL CENTER 10,000.00 6/4/2024DENISON UNIVERSITY 10,000.00 6/4/2024IMENTOR INCORPORATED 20,000.00 6/4/2024MARYLAND SPCA INC 8,500.11 6/4/2024POLYPHONY H.S. 2,500.00 6/4/2024RAVINIA FESTIVAL ASSOCIATION 3,800.00 6/4/2024SAN FRANCISCO CONSERVATORY OF MUSIC INC 10,000.00 6/4/2024THE JOSSELYN CENTER NFP 5,000.00 6/4/2024BREAKTHROUGH ATLANTA INC 5,000.00 6/11/2024BRIDGES BALTIMORE INC 5,000.00 6/11/2024CHI-CARE 17,021.00 6/11/2024GREENWOOD PROJECT 15,400.00 6/11/2024JAZZ INSTITUTE OF CHICAGO INC 2,000.00 6/11/2024LENOX HILL NEIGHBORHOOD HOUSE INC 15,000.00 6/11/2024PAWS CHICAGO 10,000.00 6/11/2024SHOWER UP 15,000.00 6/11/2024UNITED WAY OF METROPOLITAN CHICAGO INC 10,000.00 6/11/2024UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 5,000.00 6/11/2024BY THE HAND CLUB FOR KIDS 20,000.00 6/27/2024GOODWILL OF COLORADO FOUNDATION 5,000.00 6/27/2024NEW HAMPSHIRE CHILDRENS TRUST INC 2,500.00 6/27/2024CHICAGO RUN 2,500.00 7/11/2024CLEAN ENERGY TRUST 5,000.00 7/11/2024ENVIRONMENTAL VISION 5,000.00 7/11/2024HEAR SCHOLARSHIP FOUNDATION INC 10,000.00 7/11/2024OUT IN FINANCE 4,100.00 7/11/2024P33 20,000.00 7/11/2024READING PARTNERS 5,000.00 7/11/2024BARNES FOUNDATION 10,000.00 7/25/2024COLLEGE POSSIBLE 10,000.00 7/25/2024COMER CHILDREN'S HOSPITAL AT THE UNIVERSITY OF CHICAGO 2,500.00 7/25/2024DEPAUL UNIVERSITY 1,000.00 7/25/2024JOHNS HOPKINS PEDIATRIC ONCOLOGY 2,500.00 7/25/2024KOENIG CHILDHOOD CANCER FOUNDATION 2,500.00 7/25/2024BERNIE'S BOOK BANK 6,500.00 9/3/2024CHICAGO PUBLIC EDUCATION FUND 10,000.00 9/3/2024CLIMATE VAULT INC 1,007.04 9/3/2024EMORY UNIVERSITY 5,000.00 9/3/2024HANDS ON LONDON 15,000.00 9/3/2024LARABIDA CHILDRENS FOUNDATION 10,000.00 9/3/2024NEW DOOR VENTURES 10,000.00 9/3/2024SOUTH BRONX UNITED, INC. 5,000.00 9/3/2024WILLIAM GUY FORBECK RESEARCH FOUNDATION 5,000.00 9/3/2024STREET VENDORS ASSOCIATION OF CHICAGO 3,000.00 9/12/2024THE GRACE NETWORK 10,000.00 9/12/2024CIVIC LEADERSHIP FOUNDATION 5,000.00 9/24/2024GARFIELD PARK CONSERVATORY ALLIANCE 10,000.00 9/24/2024CHICAGO NATIONAL BREWSEUM 500.00 10/11/2024NAVY PIER, INC. 5,550.00 10/11/2024THE DETROIT INSTITUTE OF ARTS 5,000.00 10/11/2024THE LAKE COUNTY COMMUNITY FOUNDATION 5,000.00 10/11/2024DUKE UNIVERSITY - JEWISH LIFE AT DUKE 10,000.00 10/24/2024KIDS ABOVE ALL 5,178.15 10/24/2024LUMA8 5,000.00 10/24/2024METROPOLITAN FAMILY SERVICES 10,000.00 10/24/2024MUSIC OF THE BAROQUE 5,000.00 10/24/2024WESTERN GOLF ASSOCIATION 2,500.00 10/24/2024A BETTER CHICAGO 10,000.00 11/13/2024ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC 8,500.00 11/13/2024CHICAGO ROWING FOUNDATION 3,000.00 11/13/2024CORNELL UNIVERSITY 10,000.00 11/13/2024FRIENDS OF THE CHILDREN - CHICAGO 5,000.00 11/13/2024GOOD SPORTS INC 5,000.00 11/13/2024HIPPOCRATIC CANCER RESEARCH FOUNDATION INC 5,000.00 11/13/2024OVERTOWN YOUTH CENTER INC 7,500.00 11/13/2024PLATTEFORUM 2,500.00 11/13/2024ST MARK COMMUNITY EDUCATION PROGRAM INC 500.00 11/13/2024THE GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING 8,500.00 11/13/2024GASTRO-INTESTINAL RESEARCH FOUNDATION (GIRF) 10,000.00 11/27/2024JDRF INTERNATIONAL 10,000.00 11/27/2024JEWISH NATIONAL FUND 10,000.00 11/27/2024LEAP LEARNING SYSTEMS 10,000.00 11/27/2024MOVEMBER 2,000.00 11/27/2024MPN RESEARCH FOUNDATION 10,000.00 11/27/2024SOCIAL VENTURE PARTNERS CHICAGO 2,500.00 11/27/2024ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO 2,500.00 12/18/2024ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO 5,000.00 12/18/2024BERWYN PUBLIC ART INITIATIVE NFP 1,100.00 12/18/2024BOYS & GIRLS CLUBS OF AMERICA 10,000.00 12/18/2024CHICAGO CHILDREN'S MUSEUM 10,000.00 12/18/2024CHICAGO HISTORY MUSEUM 5,000.00 12/18/2024CHICAGO PUBLIC MEDIA INC 5,000.00 12/18/2024COMMUNITY ALTERNATIVES UNLIMITED 5,000.00 12/18/2024COVENANT HOUSE IL 10,000.00 12/18/2024CRISTO REY ATLANTA JESUIT HIGH SCHOOL INC 10,000.00 12/18/2024CULINARY CARE 100.00 12/18/2024DREW WYNNE FOUNDATION 10,000.00 12/18/2024FACING FORWARD TO END HOMELESSNESS 5,000.00 12/18/2024FACING THE WORLD 10,000.00 12/18/2024FROM THE HEART PRODUCTIONS 10,000.00 12/18/2024IMPACTISRAEL INC 10,000.00 12/18/2024LYDIA HOME ASSOCIATION 362.00 12/18/2024MEALS ON WHEELS CHICAGO 5,284.97 12/18/2024NEXUS 6,150.00 12/18/2024SHEDD AQUARIUM SOCIETY 1,500.00 12/18/2024SPAY ILLINOIS PET WELL CLINICS INC 1,000.00 12/18/2024THE GOSHEN VALLEY FOUNDATION INC 10,000.00 12/18/2024THE UNIVERSITY OF CHICAGO 1,200.00 12/18/2024UNITED STATES COMMITTEE SPORTS FOR ISRAEL INC 250.00 12/18/2024UNIVERSITY OF GEORGIA FOUNDATION 10,000.00 12/18/2024UNIVERSITY OF ILLINOIS FOUNDATION 7,500.00 12/18/2024WORKING IN THE SCHOOLS 10,000.00 12/18/2024WORLD BUSINESS CHICAGO 2,000.00 12/18/2024ABBE MUSEUM 1,500.00 12/31/2024ALIVE RESCUE 150.00 12/31/2024AMERICAN ONLINE GIVING FOUNDATION, INC. 618,055.35 12/31/2024ART INSTITUTE OF CHICAGO 1,500.00 12/31/2024BETH ISRAEL DEACONESS -NEEDHAM 1,500.00 12/31/2024CHICAGO BOTANIC GARDEN 10,000.00 12/31/2024CHILDREN'S HEALTHCARE OF ATLANTA 10,000.00 12/31/2024COMMUNITY FOUNDATION OF GREENVILLE, INC. 3,000.00 12/31/2024DEPAUL COLLEGE PREP FOUNDATION 3,000.00 12/31/2024GLOBAL CHARITABLE FUND 31,678.15 12/31/2024HOMEWOOD - FLOSSMOOR KINGS YOUTH FOOTBALL 3,000.00 12/31/2024IT TAKES A VILLAGE CHICAGO INC 5,000.00 12/31/2024KOHL CHILDREN'S MUSEUM 10,000.00 12/31/2024NEW ENGLAND HOMES FOR THE DEAF 2,000.00 12/31/2024NEXUS-WOODBOURNE FAMILY HEALING 500.00 12/31/2024NORTH CHICAGO COMMUNITY PARTNERS NFP 5,000.00 12/31/2024OMNI YOUTH SERVICES INC 500.00 12/31/2024OWNERSHIP WORKS INC 20,000.00 12/31/2024PACTT LEARNING CENTER 4,798.76 12/31/2024RONALD MCDONALD HOUSE CHARITIES 9,035.00 12/31/2024SKYART NFP 2,500.00 12/31/2024STARFINDER FOUNDATION 2,500.00 12/31/2024THE AMERICAN VISIONARY ART MUSEUM INC 10,000.00 12/31/2024* THE UK ONLINE GIVING FOUNDATION 34,166.91 12/31/2024UNIVERSITY OF NEBRASKA FOUNDATION 5,000.00 12/31/2024UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION 10,000.00 12/31/2024GREATER HORIZONS 80,429.00 12/31/2024 $2,089,331.94 * THE FOUNDATION RELIED UPON A THIRD PARTY EQUIVALENCY DETERMINATION OF A FOREIGN CHARITY, THE UK ONLINE GIVING FOUNDATION, TO SATISFY THE REQUIREMENTS DESCRIBED IN REG 53.4945-5(A)(5). THIS CHARITY IS THEREFORE LISTED AS "PC" AS THE FOUNDATION STATUS OF THE RECIPIENT IN THE GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR.

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY INVESTMENTS 2,447,912 6,535,038

TY 2024 OtherExpensesSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IL CHARITY BUREAU FUND 15 0   0
ADMINISTRATIVE FEES 24,382 0   0


TY 2024 TaxesSchedule
Name:
WILLIAM BLAIR & COMPANY FOUNDATION
EIN:
36-3092291
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - FEDERAL GOVERNMENT 1,559 0   0