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
THE DUCHOSSOIS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)444 W LAKE ST 2000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606
A Employer identification number

36-3327987
B Telephone number (see instructions)

(312) 586-2010
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$192,640,656J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,874,388 2,650,305  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,451,278
b Gross sales price for all assets on line 6a 14,807,336
7 Capital gain net income (from Part IV, line 2)... 7,411,557
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-973,675 -620,023 0
12 Total. Add lines 1 through 11........ 10,351,991 9,441,839 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,050 11,025 0 11,025
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
518,521 19,320 0 499,201
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
339,013 105,803 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,271 0 0 3,271
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,898 2,000 0 36,898
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 921,753 138,148 0 550,395
25 Contributions, gifts, grants paid....... 5,213,458 5,213,458
26 Total expenses and disbursements. Add lines 24 and 25 6,135,211 138,148 0 5,763,853
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,216,780
b Net investment income (if negative, enter -0-) 9,303,691
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 318,819 129,815 129,815
2 Savings and temporary cash investments.........      
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)....... 70,667,400 Click to see attachment
List of Attached Documents:
// Content
66,898,143 		85,179,196
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).......... 70,396,493 Click to see attachment
List of Attached Documents:
// Content
78,838,633 		107,331,645
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) 141,382,712 145,866,591 192,640,656
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 141,382,712 145,866,591
29 Total net assets or fund balances (see instructions)..... 141,382,712 145,866,591
30 Total liabilities and net assets/fund balances (see instructions). 141,382,712 145,866,591
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
141,382,712
2
Enter amount from Part I, line 27a .....................
2
4,216,780
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
267,099
4
Add lines 1, 2, and 3 ..........................
4
145,866,591
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
145,866,591
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTION P    
c PER PARTNERSHIPS P    
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 8,020,000   6,356,058 1,663,942
b 639,318     639,318
c 6,148,018   1,039,721 5,108,297
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       1,663,942
b       639,318
c       5,108,297
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,411,557
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 7,411,557
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) 1 129,321
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........................... 3 129,321
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- ..... 5 129,321
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 99,718
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 61,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 160,718
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 870
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 30,527
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow30,527 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 arrowMARY ANN ROESER Telephone no.right arrow (312) 586-2010

Located atright arrow444 W LAKE ST SUITE 2000CHICAGOIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
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 .........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
CRAIG J DUCHOSSOIS DIRECTOR
0.50 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
ASHLEY D JOYCE CHAIRPERSON AND DIRECTOR
0.50 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
JANET J DUCHOSSOIS DIRECTOR
0.50 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
ILARIA WOODWARD DIRECTOR
0.50 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
MARY ANN ROESER PRESIDENT AND DIRECTOR
40.00 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
SUZANNE C BUCKLEY DIRECTOR
0.25 		0 0 0
444 W LAKE ST 2000
CHICAGO,IL60606
JENNY HAGER VICE PRESIDENT AND SECRETARY
2.00 		0 0 0
444 W LAKE ST 2000
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
THE DUCHOSSOIS CAPITAL MANAGEMENT REIMBURSEMENT FOR SERVICES 446,665
444 W LAKE STREETSUITE 2000
CHICAGO,IL60126
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
83,692,766
b
Average of monthly cash balances.......................
1b
1,132,953
c
Fair market value of all other assets (see instructions)................
1c
97,554,517
d
Total (add lines 1a, b, and c).........................
1d
182,380,236
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
182,380,236
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,735,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
179,644,532
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,982,227
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
8,982,227
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
129,321
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
171,830
c
Add lines 2a and 2b............................
2c
301,151
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,681,076
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,681,076
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
8,681,076
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
5,763,853
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
5,763,853
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 8,681,076
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...... 5,183,668
b From 2020...... 14,971,361
c From 2021...... 6,936,789
d From 2022...... 5,967,931
e From 2023...... 12,274,753
f Total of lines 3a through e ........ 45,334,502
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,763,853
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..... 5,763,853
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 2,917,223 2,917,223
(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 42,417,279
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) ... 		2,266,445
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		40,150,834
10 Analysis of line 9:
a Excess from 2020.... 14,971,361
b Excess from 2021.... 6,936,789
c Excess from 2022.... 5,967,931
d Excess from 2023.... 12,274,753
e Excess from 2024....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACCELERATE INSTITUTE

150 N MICHIGAN AVE
CHICAGO,IL60601 		  PC 2024 IMPACT DINNER SPONSORSHIP 25,000

AFM GIVE ME WINGS

1801 S ASHLAND AVE
CHICAGO,IL60608 		  PC GENERAL OPERATING 25,000

AFTER SCHOOL MATTERS

66 E RANDOLPH ST
CHICAGO,IL60601 		  PC GENERAL OPERATING 50,000

AMERICAN RED CROSS

2200 W HARRISON STREET
CHICAGO,IL60612 		  PC GENERAL OPERATING 30,000

BARRINGTON AREA COMMUNITY FOUNDATION

600 HART RD 205
BARRINGTON,IL60010 		  PC ANNUAL GIFT 1,000

BARRINGTON AREA COUNCIL ON AGING INC

6000 GARLANDS LANE
BARRINGTON,IL60010 		  PC MONTHLY CREDIT CARD BILL 1,000

BARRINGTON AREA COUNCIL ON AGING INC

6000 GARLANDS LANE
BARRINGTON,IL60010 		  PC ANNUAL GIFT 5,000

BARRINGTON AREA COUNCIL ON AGING INC

6000 GARLANDS LANE
BARRINGTON,IL60010 		  PC ANNUAL GIFT 2,400

BIG SKY BRAVERY FOUNDATION

70 MOTHERLODE LANE
BELGRADE,MT59714 		  PC TASK FORCE SPONSORSHIP 50,000

BOWERY MISSION FOUNDATION INC

90 LAFAYETTE ST
NEW YORK,NY10013 		  PC GENERAL OPERATING 20,000

BOWERY RESIDENTS COMMITTEE INC

131 W 25TH ST 12TH FLOOR
NEW YORK,NY10001 		  PC GENERAL OPERATING 20,000

BRAVEHEARTS THERAPEUTIC RIDING & EDUCATIONAL CENTER

7319 MAXON RD
HARVARD,IL60033 		  PC GENERAL OPERATING 50,000

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH ST
NEW YORK,NY10036 		  PC EVENT SPONSORSHIP 2,500

CENTRAL PARK CONSERVANCY INC

14 E 60TH ST
NEW YORK,NY10022 		  PC EVENT SPONSORSHIP 12,500

CENTRAL PARK CONSERVANCY INC

14 E 60TH ST
NEW YORK,NY10022 		  PC EVENT SPONSORSHIP 2,500

CHICAGO CHILDRENS ADVOCACY CENTER

1240 S DAMEN AVE
CHICAGO,IL60608 		  PC GENERAL OPERATING 40,000

CHICAGO SHAKESPEARE THEATER

800 E GRAND AVE ON NAVY PIER
CHICAGO,IL60611 		  PC HENRY V VETERAN TICKET SUBSIDY 7,000

COLLEGE POSSIBLE CHICAGO

ATTN CHRISTINE POORMAN
CHICAGO,IL60610 		  PC GENERAL OPERATING 10,000

COMMUNITIES IN SCHOOLS OF CHICAGO

815 W VAN BUREN ST STE 300
CHICAGO,IL60607 		  PC MAY 1, 2024 EVENT SPONSORSHIP 10,000

COMMUNITY-WORD PROJECT INC

11 BROADWAY STE 508
NEW YORK,NY10004 		  PC GENERAL OPERATING 10,000

CRADLES TO CRAYONS INC

155 N BEACON ST
BRIGHTON,MA02135 		  PC GENERAL OPERATING 40,000

CRADLES TO CRAYONS INC

155 N BEACON ST
BRIGHTON,MA02135 		  PC DCM FALL CHARITY EVENT DONATION MATCH 10,000

CULVER EDUCATIONAL FOUNDATION

1300 ACADEMY ROAD 153
CULVER,IN46511 		  PC ANNUAL GIFT 25,000

CYSTIC FIBROSIS FOUNDATION

150 N MICHIGAN AVE
CHICAGO,IL60601 		  PC GENERAL OPERATING 250

DOG TAG INC

3206 GRACE ST NW
WASHINGTON,DC20007 		  PC CHICAGO COHORT 20,000

ELMHURST WALK-IN ASSISTANCE NETWORK

125 W CHURCH ST
ELMHURST,IL60126 		  PC GENERAL OPERATING 500

FAIRCHILD TROPICAL BOTANIC GARDEN

10901 OLD CUTLER ROAD
CORAL GABLES,FL33156 		  PC EVENT SPONSORSHIP 2,500

FIELD MUSEUM OF NATURAL HISTORY

1400 S LAKE SHORE DR
CHICAGO,IL60605 		  PC TRUSTEE ANNUAL FUND 10,000

FISHER ISLAND DAY SCHOOL

TWO FISHER ISLAND DRIVE
FISHER ISLAND,FL33109 		  PC EVENT SPONSORSHIP 2,250

FISHER ISLAND DAY SCHOOL

TWO FISHER ISLAND DRIVE
FISHER ISLAND,FL33109 		  PC EVENT SPONSORSHIP 10,000

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL60614 		  PC PARKER FUND 500

GREAT OAK EQUINE ASSISTED PROGRAMS

1123 EDGEFIELD HWY
AIKEN,SC29801 		  PC MISSION SUPPORT 25,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		  PC CAPITAL CAMPAIGN PAYMENT 5 OF 5 10,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		  PC GENERAL OPERATING 40,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632 		  PC COVID-19 RESPONSE GIFT 1,000,000

GROWING HOME INC

6429 S HONORE ST
CHICAGO,IL60636 		  PC GENERAL OPERATING 20,000

HEAD STRONG PROJECT INC

530 7TH AVE
NEW YORK,NY10018 		  PC PAYMENT 2 OF 5 250,000

HEAD STRONG PROJECT INC

530 7TH AVE
NEW YORK,NY10018 		  PC 2024 GALA COURAGE SPONSORSHIP 50,000

HOUSING WORKS INC

57 WILLOUGHBY STREET 2ND FLOOR
BROOKLYN,NY11201 		  PC GENERAL OPERATING 10,000

ILLINOIS JOINING FORCES

211 S CLARK STREET
CHICAGO,IL60604 		  PC SUMMIT & FUNDRAISER SPONSORSHIP 40,000

ILLINOIS JOINING FORCES

211 S CLARK STREET
CHICAGO,IL60604 		  PC PMT 2 OF 3 OPERATION CONNECT ILLINOIS 350,000

INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART

756 N MILWAUKEE AVENUE
CHICAGO,IL60642 		  PC PLEDGE PMT 5/5 & VISIONARY BALL 12,500

JILL'S HOUSE

9011 LEESBURG PIKE
VIENNA,VA22182 		  PC GENERAL OPERATING 10,000

JUNIOR ACHIEVEMENT OF CHICAGO

651 W WASHINGTON STREET SUITE 404
CHICAGO,IL60661 		  PC GENERAL OPERATING 75,000

KIDS RANK

1957 SHERIDAN RD
HIGHLAND PARK,IL60035 		  PC YOUTH DEVELOPMENT PROGRAM 30,000

LA CASA NORTE

3533 W NORTH AVE
CHICAGO,IL60647 		  PC GENERAL OPERATING 10,000

LEAVE NO VETERAN BEHIND

19 S LASALLE STE 500
CHICAGO,IL60603 		  PC PLATINUM GALA SPONSORSHIP 25,000

MCDERMOTT CENTER

HAYMARKET CENTER
CHICAGO,IL60607 		  PC HAYMARKET CENTER EVENT SPONSORSHIP 10,000

METROPOLITAN FAMILY SERVICES

101 N WACKER DRIVE
CHICAGO,IL60606 		  PC GENERAL OPERATING 75,000

MIDWEST ACADEMY INC

1420 CHASE COURT
CARMEL,IN46032 		  PC GIFT FOR SCHOOL 50,000

MILKEN INSTITUTE

1250 FOURTH STREET
SANTA MONICA,CA90401 		  PC MILKEN VETERANS PROJECT 97,500

MILKEN INSTITUTE

1250 FOURTH STREET
SANTA MONICA,CA90401 		  PC MILKEN VETERANS PROJECT 72,500

MILLENNIUM PARK FOUNDATION

20 NORTH MICHIGAN AVE
CHICAGO,IL60602 		  PC ANNUAL GIFT 10,000

MISERICORDIA HOME

6300 NORTH RIDGE RD
CHICAGO,IL60660 		  PC TOM COSTELLO - EVENT SPONSORSHIP 5,000

MISSION OF OUR LADY OF MERCY- MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		  PC GENERAL OPERATING 10,000

NOBLE NETWORK OF CHARTER SCHOOLS

1010 N NOBLE STREET
CHICAGO,IL60622 		  PC COLLEGE ACCESS & SUCCESS 10,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134 		  PC ANNUAL GIFT 2,500

ONE MILLION DEGREES

180 N WABASH AVE
CHICAGO,IL606013608 		  PC GENERAL OPERATING 15,000

OPERATION NORTH POLE INC

50 W OAKTON STREET
DES PLAINES,IL60018 		  PC GENERAL OPERATING 5,000

PAT TILLMAN FOUNDATION

222 MERCHANDISE MART PLAZA
CHICAGO,IL60654 		  PC LEGACY SPONSOR TILLMAN HONORS EVENT 50,000

PUBLIC ACTION TO DELIVER SHELTER

659 S RIVER ST
AURORA,IL60506 		  PC ANNUAL GIFT HESED HOUSE 2,500

ROSIE NETWORK INC

15336 MESA ESTATES CT
RAMONA,CA92065 		  PC GENERAL OPERATING 50,000

RUSH UNIVERSITY MEDICAL CENTER

1700 W VAN BUREN ST
CHICAGO,IL60612 		  PC MENTAL HEALTH PROGRAM 50,000

SERVICE TO SCHOOL

10908 COURTHOUSE RD
FREDERICKSBURG,VA22408 		  PC 2024 SERVICE TO SCHOOL VETLINK SUMMIT 30,000

SERVICE TO SCHOOL

10908 COURTHOUSE RD
FREDERICKSBURG,VA22408 		  PC VETLINK PMT 1 OF 3 125,000

SKILLS FOR CHICAGOLAND'S FUTURE

191 N WACKER DR STE 1150
CHICAGO,IL60606 		  PC GENERAL OPERATING 50,000

SMITHSONIAN INSTITUTION

PO BOX 37012
WASHINGTON,DC20013 		  PC BOARD GIFT - OFFICE OF ADVANCEMENT, SNB 12,500

SPECIAL OLYMPICS ILLINOIS

605 E WILLOW STREET
NORMAL,IL61761 		  PC GENERAL OPERATING 75,000

ST ALPHONSUS CHURCH

1429 W WELLINGTON ST
CHICAGO,IL60657 		  PC ANNUAL FUND/FACULTY FUND 2,500

ST KATHARINE DREXEL

8S55 DUGAN ROAD
SUGAR GROVE,IL60554 		  PC GENERAL OPERATING 5,000

ST MARK'S EPISCOPAL CHURCH

337 RIDGE RD
BARRINGTON,IL60010 		  PC ANNUAL GIFT 2,400

TEAM RED WHITE & BLUE INC

198 14TH ST NW
ATLANTA,GA30318 		  PC TDFF PMT 2/4 IL COORD; TECH; APP DESIGN 200,000

TEAM RED WHITE & BLUE INC

198 14TH ST NW
ATLANTA,GA30318 		  PC SEPTEMBER VETERANCONVENING 408

THE DOOR - A CENTER OF ALTERNATIVES INC

555 BROOME STREET
NEW YORK,NY10013 		  PC GENERAL OPERATING 50,000

THE HAP FOUNDATION

18W140 BUTTERFIELD RD
OAKBROOK TERRACE,IL60181 		  PC ANNUAL GIFT 3,000

THE MISSION CONTINUES

1536 MESA ESTATES CT
RAMONA,CA92065 		  PC ANNUAL GIFT 20,000

THE SALVATION ARMY

1424 NORTHEAST EXPRESSWAY
BROOKHAVEN,GA30329 		  PC COVID-19 GENERAL OPERATING (PYMT 4 OF 4) 250,000

THE SALVATION ARMY METROPOLITAN DIVISION

5040 N PULASKI RD
CHICAGO,IL60630 		  PC GENERAL OPERATING 10,000

THE SALVATION ARMY METROPOLITAN DIVISION

5040 N PULASKI RD
CHICAGO,IL60630 		  PC 2024 CIVIC LUNCHEON 40,000

UNITED STATES CONFERENCE OF CATHOLIC BISHOPS

HOLY FAMILY CATHOLIC ACADEMY
INVERNESS,IL60067 		  PC HOLY FAMILY CAMPAIGN PLEDGE (5 OF 5) 15,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  PC ANNUAL BOARD OF TRUSTEE GIFT 12,500

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  PC VETERAN TRANSITION PROG PMT 1 OF 5 550,000

UNIVERSITY OF CHICAGO MEDICAL CENTER

5235 HARPER CT CHICAGO IL 60615
CHICAGO,IL60615 		  PC ANNUAL GIFT 25,000

UNIVERSITY OF CHICAGO MEDICAL CENTER

5235 HARPER CT
CHICAGO,IL60615 		  PC ANNUAL TRUSTEE GIFT- FOREFRONT FUND 12,500

UNIVERSITY OF NOTRE DAME DU LAC

100 ECK CENTER
NOTRE DAME,IN46556 		  PC ANNUAL GIFT 2,500

VETERAN BUSINESS PROJECT

106 S NORTHWEST HWY
PARK RIDGE,IL60068 		  PC TDFF PMT 2/3 TECH; MKTG; BUS COACH 310,000

VIZCAYA MUSEUM AND GARDENS TRUST INC

3251 S MIAMI AVE
MIAMI,FL33129 		  PC EVENT SPONSORSHIP 5,000

VIZCAYA MUSEUM AND GARDENS TRUST INC

3251 S MIAMI AVE
MIAMI,FL33129 		  PC 16TH ANNUAL PRESERVATION LUNCHEON 5,750

VIZCAYA MUSEUM AND GARDENS TRUST INC

3251 S MIAMI AVE
MIAMI,FL33129 		  PC BALL SPONSORSHIP 4,500

WARRIOR-SCHOLAR PROJECT

1012 14TH STREET
WASHINGTON,DC200053408 		  PC TDFF PMT 2/3 IL BOOT CAMPS ALUM MENTORS 300,000

WARRIOR-SCHOLAR PROJECT

1012 14TH STREET
WASHINGTON,DC200053408 		  PC WSP 2024 ALUMNI CONFERENCE 50,000

WINDOW TO THE WORLD COMMUNICATIONS INC

5400 N ST LOUIS AVE
CHICAGO,IL60625 		  PC GENERAL OPERATING 20,000

WINGS PROGRAM INC

PO BOX 95615
PALATINE,IL60095 		  PC ANNUAL WINGS EVENT SPONSORSHIP 25,000

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC

4400 BISCAYNE BLVD
MIAMI,FL33137 		  PC EVENT SPONSORSHIP 10,000

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC

4400 BISCAYNE BLVD
MIAMI,FL33137 		  PC ROSE DAY 2022 2,500

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC

4400 BISCAYNE BLVD
MIAMI,FL33137 		  PC ROSE DAY SPONSORSHIP 10,000

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC

4400 BISCAYNE BLVD
MIAMI,FL33137 		  PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 5,213,458
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 ........... 		         
4 Dividends and interest from securities .... 523000 224,083 14 2,650,305  
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 ............ 		523000 1,039,721 18 7,411,557  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM PASSTHROUGHS 		523000 -353,652 01 -621,711 0
bLITIGATION PROCEEDS   0 01 990 0
cMS #3359 - OTHER INCOME   0 01 698 0
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 910,152 9,441,839 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,351,991
(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 AccountingFeesSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,050 11,025 0 11,025

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Name of Stock End of Year Book Value End of Year Fair Market Value
MFO VANGUARD INSTL INDEX FD SH BEN INT (VALUED AT COST) 32,504,187 51,377,929
MFO VANGUARD SHORT TERM INVT GRADE INSTL (VALUED AT COST) 15,483,643 14,633,705
VANGUARD EMERGING MARKETS STOCK INDEX FUND (VALUED AT COST) 8,494,348 8,532,152
VANGUARD EUROPEAN STOCK INDEX FD INST SHS (VALUED AT COST) 10,415,965 10,635,410

TY 2024 InvestmentsOtherSchedule2
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COATUE LONG ONLY PARTNERS LP (VALUED AT COST) AT COST 11,445,089 16,126,391
OVERLOOK PARTNERS FUND LP (VALUED AT COST) AT COST 7,271,721 7,911,812
ROCK SPRINGS CAPITAL FUND LP (VALUED AT COST) AT COST 731,401 731,401
THE CHILDREN'S INVESTMENT FUND LP (VALUED AT COST) AT COST 8,247,616 13,246,150
WHALE ROCK FLAGSHIP FUND LP (VALUED AT COST) AT COST 8,442,408 13,136,138
WHITESPRUCE FUND LP (VALUED AT COST) AT COST 9,031,091 10,432,104
GLENDOWER FUND LP (VALUED AT COST) AT COST 4,451,995 6,767,982
PLEIAD ASIA EQUITY ONSHORE FEEDER FUND (VALUED AT COST) AT COST 5,124,808 5,567,695
AKO GLOBAL LONG-ONLY FUND LIMITED (VALUED AT COST) AT COST 5,000,000 7,665,029
SURGOCAP OFFSHORE FUND LP (VALUED AT COST) AT COST 10,000,000 15,601,116
STEPSTONE VC GLOBAL PARTNERS X-B LP (VALUED AT COST) AT COST 3,671,845 4,129,133
GENERAL CATALYST GRUP XI - HEALTH ASSURANCE LP (VALUED AT COST) AT COST 3,619,528 4,347,750
STEPSTONE VC GLOBAL PARTNERS XI (CAYMAN), L.P. AT COST 1,725,933 1,443,760
CVC SECONDARY OPPORTUNITIES FUND VI-P, LP AT COST 75,198 225,184

TY 2024 OtherExpensesSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEALS & ENTERTAINMENT 2,825 0 0 2,825
LICENSES & FEES 146 0 0 146
OFFICE EXPENSE 3,120 0 0 3,120
TTC ADMINISTRATIVE FEE 5,000 2,000 0 3,000
DUES & SUBSCRIPTIONS 24,698 0 0 24,698
SOFTWARE & TECHNOLOGY 848 0 0 848
PROFESSIONAL DEVELOPMENT FEES 2,165 0 0 2,165
BANK SERVICE CHARGE 96 0 0 96


TY 2024 OtherIncomeSchedule2
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PASSTHROUGHS -975,363 -621,711 0
LITIGATION PROCEEDS 990 990 0
MS #3359 - OTHER INCOME 698 698 0


TY 2024 OtherIncreasesSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Description Amount
TIMING DIFFERENCE FOR INCOME AND PARTNERSHIP DISTRIBUTIONS 267,099


TY 2024 OtherProfessionalFeesSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUCHOSSOIS CAPITAL MANAGEMENT 441,665 0 0 441,665
MARQUETTE & HAMLIN GROUP 35,200 0 0 35,200
WHITNEY WADE 22,336 0 0 22,336
BROKERAGE PORTFOLIO MANAGEMENT FEES 19,320 19,320 0 0


TY 2024 TaxesSchedule
Name:
THE DUCHOSSOIS FAMILY FOUNDATION
EIN:
36-3327987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 174,756 0 0 0
STATE TAX EXPENSES 52,000 0 0 0
STATE TAX WITHHELD 6,012 0 0 0
TAX PENALTY 442 0 0 0
FOREIGN TAXES 105,803 105,803 0 0