-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
24
Open to Public Inspection
For calendar year 2024, or tax year beginning
01-01-2024
, and ending
12-31-2024
Name of foundation
APTARGROUP CHARITABLE FOUNDATION
% Matthew Wolters
Number and street (or P.O. box number if mail is not delivered to street address)
265 EXCHANGE DR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CRYSTAL LAKE
,
IL
600146230
A Employer identification number
36-3927834
B
Telephone number (see instructions)
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
66,873
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
503,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
0
b
Gross sales price for all assets on line 6a
0
7
Capital gain net income (from Part IV, line 2)
...
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
........
503,000
0
13
Compensation of officers, directors, trustees, etc.
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)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
25
Contributions, gifts, grants paid
.......
446,610
446,610
26
Total expenses and disbursements.
Add lines 24 and 25
446,610
0
446,610
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
56,390
b
Net investment income
(if negative, enter -0-)
0
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
1
Cash—non-interest-bearing
.............
10,482
66,873
66,873
2
Savings and temporary cash investments
.........
0
0
0
3
Accounts receivable
0
Less: allowance for doubtful accounts
0
0
0
0
4
Pledges receivable
0
Less: allowance for doubtful accounts
0
0
0
0
5
Grants receivable
.................
0
0
0
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
0
0
0
9
Prepaid expenses and deferred charges
..........
0
0
0
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
0
0
0
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
10,482
66,873
66,873
17
Accounts payable and accrued expenses
..........
0
0
18
Grants payable
.................
10,482
66,873
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)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
10,482
66,873
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
0
0
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,482
66,873
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
0
2
Enter amount from Part I, line 27a
.....................
2
56,390
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
56,390
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
56,390
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
0
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.)
1a
b
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
b
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
0
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
0
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
0
6
Credits/Payments:
a
2024 estimated tax payments and 2023 overpayment credited to 2024
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
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
0
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
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2025 estimated tax
0
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
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)
IL
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.
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 address
N A
14
The books are in care of
Matthew Wolter
Telephone no.
(815) 477-0424
Located at
265 EXCHANGE DR
CRYSTAL LAKE
IL
ZIP+4
600146230
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
........
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
20
,
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.
20
,
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
No
c
Organizations relying on a current notice regarding disaster assistance check
.........
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
No
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
Stephan Tanda
President
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Robert Kuhn
Treasurer
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Matthew Wolter
Secretary
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Shiela Vinczeller
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Kimberly Chainey
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
Mary Skafidas
Director
0.00
0
0
0
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
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
...................
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
.............
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
0
b
Average of monthly cash balances
.......................
1b
46,063
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
46,063
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
46,063
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
691
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
45,372
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
2,269
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
2,269
2a
Tax on investment income for 2024 from Part V, line 5
.......
2a
0
b
Income tax for 2024. (This does not include the tax from Part V.)
...
2b
0
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,269
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,269
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
2,269
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
List of Attached Documents:
// Content
..........
1a
446,610
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
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)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
446,610
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
2,269
2
Undistributed income, if any, as of the end of 2024:
a
Enter amount for 2023 only
.......
0
b
Total for prior years:
2022
,
2021
,
2020
0
3
Excess distributions carryover, if any, to 2024:
a
From 2019
......
288,420
b
From 2020
......
309,716
c
From 2021
......
532,296
d
From 2022
......
502,289
e
From 2023
......
438,362
f
Total
of lines 3a through e
........
2,071,083
4
Qualifying distributions for 2024 from Part
XI, line 4:
$
446,610
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)
........
d
Applied to 2024 distributable amount
.....
2,269
e
Remaining amount distributed out of corpus
444,341
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,515,424
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)
...
288,420
9
Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a
......
2,227,004
10
Analysis of line 9:
a
Excess from 2020
....
309,716
b
Excess from 2021
....
532,296
c
Excess from 2022
....
502,289
d
Excess from 2023
....
438,362
e
Excess from 2024
....
444,341
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
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Matthew Wolter
265 Exchange Dr
Crystal Lake
,
IL
60014
(815) 477-0424
b
The form in which applications should be submitted and information and materials they should include:
See enclosed application.
c
Any submission deadlines:
March September
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
$6,000 annual maximum on matching gifts of employees and $2,000 limit to any one organization; primarily in the geographic areas where the companys facilities are located and where its employees live; primary focus of Foundation grants are health and human services cultural and the arts and higher education. Excluded organizations and purposes include nursing homes animal welfare groups; seminaries theological schools of higher education where the primary purpose is religious studies; religious civic fraternal social political or lobbying groups; individuals; organizations that discriminate by race color creed gender national origin or handicap; testimonial dinners fund raising events or courtesy advertising; trips or tours; primary and secondary schools; and day care centers.
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)
a
Paid during the year
McHenry County Conservation Foundat
7210 Keystone Road
Richmond
,
IL
60071
N A
080 Preserv cons nat resource
250
Raue Center for the Arts
108 Minnie St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
300
City Springs Theatre Co
8601 Dunwoody Place Suite 136
Sandy Springs
,
GA
30350
N A
030 Performing Arts
515
Chicago Public Media
848 E Grand Avenue
Chicago
,
IL
60611
N A
012 Othr Ed Matls for Public
1,000
Crystal Lake Parks Initiative Found
1 E Crystal Lake Ave
Crystal Lake
,
IL
60014
N A
041 Adult Recreational & Socia
500
Montclair Art Museum
3 South Mountain Avenue
Montclair
,
NJ
07042
N A
031 Art and or Literature
2,000
Downtown Crystal Lake
25 W Crystal Lake Ave
Crystal Lake
,
IL
60014
N A
041 Adult Recreational & Socia
250
McHenry County Conservation Foundat
7210 Keystone Road
Richmond
,
IL
60071
N A
080 Preserv cons nat resource
5,000
Dine College
1 Circle Dr 12
Tsaile
,
AZ
86556
N A
003 College & Universities
2,000
Raue Center for the Arts
108 Minnie St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
12,000
Raue Center for the Arts
108 Minnie St
Crystal Lake
,
IL
60014
N A
030 Performing Arts
300
Carthage College
2001 Alford Park Drive
Kenosha
,
WI
53140
N A
003 College & Universities
1,000
AAUM-OML Community Outreach Fund
PO Box 6705
Morago
,
CA
94556
N A
200 Scholarships
1,000
A Gift for Teaching
6501 Magic Way Bldg 400C
Orlando
,
FL
32809
N A
040 Youth
1,000
Delta College Foundation
1961 Delta Road
University Center
,
MI
48710
N A
003 College & Universities
1,000
Educational Advancement Foundation
5656 South Stony Island Ave
Chicago
,
IL
60637
N A
012 Othr Ed Matls for Public
1,000
LFCF
1355 Galway Drive
Cary
,
IL
60013
N A
043 Youth Rec & Soc Services
500
Elizabethtown College
1 Alpha Drive
Elizabethtown
,
PA
17022
N A
003 College & Universities
200
Samford University
800 Lakeshore Drive
Birmingham
,
AL
35229
N A
003 College & Universities
2,000
LFCF
1355 Galway Drive
Cary
,
IL
60013
N A
043 Youth Rec & Soc Services
350
Piedmont Makers
10 Monte Avenue
Piedmont
,
CA
94611
N A
012 Othr Ed Matls for Public
350
STEM Forward
1025 N Broadway
Milwaukee
,
WI
53202
N A
012 Othr Ed Matls for Public
1,500
Piedmont Makers
10 Monte Avenue
Piedmont
,
CA
94611
N A
012 Othr Ed Matls for Public
1,000
Bullock Creek Youth Wrestling
2920 E Pineview Drive
Midland
,
MI
48640
N A
043 Youth Rec & Soc Services
200
Pacific Garden Mission
1458 S Canal Street
Chicago
,
IL
60607
N A
126 Services for Poor
-100
Community Smiles Dental
210 NW Barstow St Ste 305
Waukesha
,
WI
53188
N A
122 Health Human Services
1,400
Pioneer Center
4031 W W Dayton Street
McHenry
,
IL
60050
N A
123 Svcs for Handicaped Adult
150
Girls On The Run Northwest IL
111 Erick St Suite 115
Crystal Lake
,
IL
60014
N A
043 Youth Rec & Soc Services
400
American Cancer Society
270 Peachtree St NW
Atlanta
,
GA
30303
N A
052 Cancer Research
106
American Lung Association
55 W Wacker Ste 1150
Chicago
,
IL
60601
N A
053 Other Med & Disease Rsch
120
American Lung Association
55 W Wacker Ste 1150
Chicago
,
IL
60601
N A
053 Other Med & Disease Rsch
120
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
250
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
150
James Owens Foundation
PO Box 2099
Auburn
,
AL
36831
N A
122 Health Human Services
500
Alexander Leigh Center For Autism
4100 Veterans Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
250
Bullock Creek Little League
1447 West Sian Drive
Sanford
,
MI
48657
N A
043 Youth Rec & Soc Services
250
Home of the Sparrow
1991 Duncan Place
Woodstock
,
IL
60098
N A
133 Women Shelter
350
Good Friend Inc
P O Box 219
Wales
,
WI
53183
N A
122 Health Human Services
4,000
Careorg
151 Ellis Street NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
210
ProHealth Care Foundation
725 American Avenue
Waukesha
,
WI
53188
N A
060 Hospitals
250
Pacific Garden Mission
1458 S Canal Street
Chicago
,
IL
60607
N A
126 Services for Poor
100
Atlanta Mission
2353 Bolton Road NW
Atlanta
,
GA
30318
N A
126 Services for Poor
500
The Salvation Army
5040 N Pulaski Road
Chicago
,
IL
60630
N A
126 Services for Poor
150
Meals on Wheels Collin County
600 North Tennessee
McKinney
,
TX
75069
N A
117 Services for the Aged
300
MCYSA
930 S Shore Drive
c/o John Streit
Village of Lakewood
,
IL
60014
N A
043 Youth Rec & Soc Services
250
United for Haiti
1014 Main Street
Asbury Park
,
NJ
07712
N A
122 Health Human Services
2,700
Atlanta Community Food Bank
3400 North Desert Drive
Atlanta
,
GA
30344
N A
126 Services for Poor
2,000
Make-A-Wish Foundation WI
11020 W Plank Court
Suite 200
Wauwatosa
,
WI
53226
N A
040 Youth
400
Bunker Hill Charities
265 Exchange Dr Suite 201
Crystal Lake
,
IL
60014
N A
122 Health Human Services
36,135
Boys Girls Club Of Delaware
669 S Union Street
Wilmington
,
DE
19805
N A
043 Youth Rec & Soc Services
2,000
Waukesha County Community Foundatio
2727 N Grandview Blvd
Waukesha
,
WI
53188
N A
111 Fam & Individual Services
500
CARE USA
151 Ellis Street NE
Atlanta
,
GA
30303
N A
122 Health Human Services
125,000
Barnabas Center Inc
1303 Jasmine Street 101
Fernandina Beach
,
FL
32034
N A
122 Health Human Services
2,000
United Way of Greater McHenry Count
4508 Prime Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
3,500
United Way of Greater McHenry Count
4508 Prime Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
6,000
Careorg
151 Ellis Street NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
2,000
World Central Kitchen
200 Massachusetts Ave NW
Washington
,
DC
20001
N A
122 Health Human Services
1,000
Good Friend Inc
P O Box 219
Wales
,
WI
53183
N A
122 Health Human Services
350
Enviroment Defenders of Mchenry Cou
110 S Johnson St
Woodstock
,
IL
60098
N A
122 Health Human Services
1,500
Home of the Sparrow
1991 Duncan Place
Woodstock
,
IL
60098
N A
133 Women Shelter
10,000
New Direction Addiction Recovery Se
4411 Kishwaukee Valley
Woodstock
,
IL
60098
N A
118 Svcs for Alc & Drg Abuse
5,000
PADS
4100 Veterans Parkway
Pioneer Center for Human Svcs
McHenry
,
IL
60050
N A
116 Rescue and Emergency Serv
10,000
Pioneer Center For Human Services
4031 Dayton Street
McHenry
,
IL
60050
N A
123 Svcs for Handicaped Adult
7,000
The Women's Center Inc
505 North East Avenue
Waukesha
,
WI
53186
N A
122 Health Human Services
2,000
Lipstick Angels
P O Box 480366
Los Angeles
,
CA
90048
N A
122 Health Human Services
25,000
Fostering Kindness
251 Maitland Ave
Suite 304
Altamonte Springs
,
FL
32701
N A
122 Health Human Services
25,000
Tunnel to Towers Foundation
2361 Hyland Boulevard
Staten Island
,
NY
10306
N A
122 Health Human Services
10,000
Lakeway CASA Inc
1609 Walters State CC Drive Ste 3
Morristown
,
TN
37813
N A
122 Health Human Services
1,000
St Jude Childrens Research Hospital
501 St Jude Place
Memphis
,
TN
38105
N A
060 Hospitals
200
Independence Health Therapy
2028 N Seminary Ave
Woodstock
,
IL
60098
N A
122 Health Human Services
250
American Heart Association
7272 Greenville Avenue
Dallas
,
TX
75231
N A
051 Heart Disease Research
124
MacCanon Brown Homeless Sanctuary
2461 W Center Street
Milwaukee
,
WI
53206
N A
122 Health Human Services
500
Bella House
PO Box 940802
Plano
,
TX
75094
N A
122 Health Human Services
200
Haase Community Connections Inc
312 Roberts Dr
Mukwonago
,
WI
53149
N A
121,124 Services for Disabled
100
Children's Hospital Colorado Founda
13123 E 16th Ave Box 045
Aurora
,
CO
80045
N A
122 Health Human Services
100
KAT6A Foundation
3 Louise Drive West
Nyack
,
NY
10994
N A
053 Other Med & Disease Rsch
2,000
CASA Of McHenry County
382 West Virginia Street
Crystal Lake
,
IL
60014
N A
111 Fam & Individual Services
350
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
150
Veterans Path to Hope
805 S McHenry Ave Ste D
Crystal Lake
,
IL
60014
N A
127 Services for Veterans
500
Shirley Ryan AbilityLab
355 East Erie Street
Chicago
,
IL
60611
N A
060 Hospitals
7,500
Bullock Creek Youth Football
1420 S Badour
Midland
,
MI
48640
N A
043 Youth Rec & Soc Services
500
Saginaw Bay Youth Athletic Organiza
901 Salzburg Avenue
Bay City
,
MI
48706
N A
043 Youth Rec & Soc Services
300
United for Haiti
1014 Main Street
Ashbury Park
,
NJ
07712
N A
122 Health Human Services
1,800
Cal's All-Star Angel Foundation
2422 W Main Street Unit 3B
St Charles
,
IL
60175
N A
052 Cancer Research
500
Gratiot County Child Advocacy Assoc
515 N State St
Alma
,
MI
48801
N A
111 Fam & Individual Services
200
Options Advocacy For McHenry Coun
365 Millennium Drive Suite A
Crystal Lake
,
IL
60012
N A
111 Fam & Individual Services
250
Educare Foundation
PO Box 425
Harvard
,
IL
60033
N A
040 Youth
2,000
Shirley Ryan AbilityLab
355 East Erie Street
Chicago
,
IL
60611
N A
060 Hospitals
950
St Jude Childrens Research Hospital
501 St Jude Place
Memphis
,
TN
38105
N A
060 Hospitals
2,000
Metropolitan Planning Council
140 S Dearborn Suite 1400
Chicago
,
IL
60603
N A
111 Fam & Individual Services
15,000
Shirley Ryan AbilityLab
355 East Erie Street
Chicago
,
IL
60611
N A
060 Hospitals
910
Broadscope Disability Services
6102 W Layton Avenue
Greenfield
,
WI
53220
N A
122 Health Human Services
1,000
Wisconsin Veterans Network VetsNet
6317 West Greenfield
West Allis
,
WI
53214
N A
122 Health Human Services
1,500
Girls On The Run Northwest IL
111 Erick Street Suite 115
Crystal Lake
,
IL
60014
N A
043 Youth Rec & Soc Services
1,000
Shirley Ryan AbilityLab
355 East Erie Street
Chicago
,
IL
60611
N A
060 Hospitals
500
Northern Illinois Food Bank
273 Dearborn Court
Geneva
,
IL
60134
N A
126 Services for Poor
200
Porta Open Door USA
2856 Sugarman Way
La Jolla
,
CA
92037
N A
122 Health Human Services
2,000
Big Brothers Big Sisters
630 N State Route 31
Crystal Lake
,
IL
60012
N A
040 Youth
2,000
CASA Court Appointed Special Advoc
100 West Harrison St
North Tower Suite 500
Seattle
,
WA
98119
N A
115 Pgm for Needy Children
2,000
Fellowship Housing
2500 W Higgins Rd
Ste 360
Hoffman Estates
,
IL
60169
N A
131 Housing for the Poor
4,000
Haase Community Connections Inc
312 Roberts Dr
Mukwonago
,
WI
53149
N A
121,124 Services for Disabled
2,500
Northern Illinois Food Bank
273 Dearborn Court
Geneva
,
IL
60134
N A
126 Services for Poor
4,000
Ocean Conservancy
1300 19th St NW
Washington
,
DC
20036
N A
080 Preserv cons nat resource
11,500
United Way of Lee County
P O Box 3075
Auburn
,
AL
36831
N A
122 Health Human Services
1,500
Orphanos Foundation
PO Box 1057
Cordova
,
TN
38088
N A
122 Health Human Services
500
Careorg
151 Ellis Street NE
Atlanta
,
GA
30303
N A
116 Rescue and Emergency Serv
420
United Way of Greater McHenry Count
4508 Prime Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
3,000
United Way of Greater McHenry Count
4508 Prime Parkway
McHenry
,
IL
60050
N A
122 Health Human Services
5,500
University Of Pennsylvania
2929 Walnut St Suite 300
Philadelphia
,
PA
19104
N A
003 College & Universities
2,000
The Univ of Iowa Center for Advance
P O Box 4550
Iowa City
,
IA
52244
N A
003 College & Universities
2,000
Georgia Tech Foundation
760 Spring Street Ste 400
Atlanta
,
GA
30308
N A
003 College & Universities
2,000
NJ Institute of Technology Foundati
323 Dr Martin Luther King Jr Blvd
c/o Robert Hoffman
Newark
,
NJ
07102
N A
003 College & Universities
2,000
Lawrence University
711 E Boldt Way
Appleton
,
WI
54911
N A
003 College & Universities
100
University of Chicago
5235 S Harper Court
Chicago
,
IL
60615
N A
003 College & Universities
2,000
Tufts University
419 Boston Avenue
Medford
,
ME
02155
N A
003 College & Universities
2,000
Friends of MCC Foundation
8900 US Highway 14
Crystal Lake
,
IL
60012
N A
003 College & Universities
5,000
Friends of MCC Foundation
8900 US Highway 14
Crystal Lake
,
IL
60012
N A
003 College & Universities
2,000
University Of Illinois Foundation
303 St Mary s Road
MC 386
Champaign
,
IL
61820
N A
200 Scholarships
300
Scholarship America
PO Box 772514
Detroit
,
MI
48277
N A
200 Scholarships
22,500
Marquette University
PO Box 1881
Milwaukee
,
WI
53201
N A
200 Scholarships
200
Total
.................................
3a
446,610
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
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
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2024)
Additional Data
Software ID:
24020569
Software Version:
V2.0
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
Name of the organization
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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 33
1
/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
.........
$
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. 30613X
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
2
Name of organization
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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
AptarGroup Inc
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014
$
503,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(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
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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
APTARGROUP CHARITABLE FOUNDATION
Employer identification number
36-3927834
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:
-
TIN:
TY 2024 OtherDecreasesSchedule
Name:
APTARGROUP CHARITABLE FOUNDATION
EIN:
36-3927834
Software ID:
24020569
Software Version:
V2.0
Description
Amount
Increase in Grants Payable
56,390
-
TIN:
TY 2024 SubstantialContributorsSch
Name:
APTARGROUP CHARITABLE FOUNDATION
EIN:
36-3927834
Software ID:
24020569
Software Version:
V2.0
Name
Address
AptarGroup Inc
265 Exchange Dr
Suite 301
Crystal Lake
,
IL
60014