Form990-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
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
IMC CHICAGO CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 233 S WACKER DRIVE STE 4300
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60606
A Employer identification number

26-1416954
B Telephone number (see instructions)

3122443300
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$62,898,145J 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) 32,057,585
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,698,184 1,698,184 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,640,487
b Gross sales price for all assets on line 6a 14,307,322
7 Capital gain net income (from Part IV, line 2)... 1,640,487
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... -67,962 0 0
12 Total. Add lines 1 through 11........ 35,328,294 3,338,671 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 279,618 27,962 0 251,657
14 Other employee salaries and wages...... 117,474 11,747 0 105,727
15 Pension plans, employee benefits....... 32,646 3,265 0 29,382
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,271 9,454 0 37,817
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
223,364 168,182 0 55,182
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,334 28,323 0 11
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 136,039 0 0 136,039
22 Printing and publications.......... 1,360 0 0 1,360
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
291,949 1,010 0 290,939
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,158,055 249,943 0 908,114
25 Contributions, gifts, grants paid....... 21,527,008 21,527,008
26 Total expenses and disbursements. Add lines 24 and 25 ................ 22,685,063 249,943 0 22,435,122
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,643,231
b Net investment income (if negative, enter -0-) 3,088,728
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 508,957 5,848,048 5,848,048
2 Savings and temporary cash investments......... 619,007 546,371 546,371
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 64,466 45,339 45,339
10a Investments—U.S. and state government obligations (attach schedule) 12,800,721 Click to see attachment
List of Attached Documents:
// Content
16,729,250 		16,852,814
b Investments—corporate stock (attach schedule)....... 8,139,983 Click to see attachment
List of Attached Documents:
// Content
11,941,017 		17,064,439
c Investments—corporate bonds (attach schedule)....... 15,887,563 Click to see attachment
List of Attached Documents:
// Content
11,233,936 		11,883,382
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,485,637 Click to see attachment
List of Attached Documents:
// Content
8,366,386 		9,390,290
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,229,414 		Click to see attachment
List of Attached Documents:
// Content
1,267,462 		Click to see attachment
List of Attached Documents:
// Content
1,267,462
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,735,748 55,977,809 62,898,145
Liabilities 17 Accounts payable and accrued expenses.......... 524,060 604,537
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 524,060 604,537
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 43,211,688 55,373,272
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 43,211,688 55,373,272
30 Total liabilities and net assets/fund balances (see instructions). 43,735,748 55,977,809
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
43,211,688
2
Enter amount from Part I, line 27a .....................
2
12,643,231
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
55,854,919
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
481,647
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
55,373,272
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2016-03-08 2025-12-30
b PUBLICLY TRADED SECURITIES - DISALLOWED LOSS P 2016-03-08 2025-12-30
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 14,299,705 0 12,666,835 1,632,870
b 7,617 0 0 7,617
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 0 0 0 1,632,870
b 0 0 0 7,617
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,640,487
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 42,933
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 42,933
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 42,933
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 20,000
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 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 22,933
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 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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:
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)
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.IMC. COM US FOUNDATION
14
The books are in care ofIMC CHICAGO CHARITABLE FOUNDATION Telephone no. (312) 244-3300

Located at233 S WACKER DRIVE STE 4300CHICAGOIL ZIP+460606
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 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LISA WIERSMAClick to see attachment
List of Attached Documents:
// Content
DIRECTOR FOUNDATION MANAGER
35.00 		114,545 16,150 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ADAM ARENTSClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
40.00 		127,544 43,203 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
OSIAS LILIANClick to see attachment
List of Attached Documents:
// Content
TREASURER DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ROBERT LEVClick to see attachment
List of Attached Documents:
// Content
ASSISTANT SECRETARY
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ANDREW LARSENClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		24,765 36,917 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
PAUL JIGANTIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
SUNDEEP KHIANIClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		12,765 19,079 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
ANDREW STEVENSClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
CHRISTINE HANSENClick to see attachment
List of Attached Documents:
// Content
DIRECTOR
1.00 		0 0 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANDREA BREWSTER ENGAGEMENT MANAGER
40.00 		117,474 15,095 0
233 S WACKER DRIVE SUITE 4300
CHICAGO,IL60606
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS CO INVESTMENT MANAGEMENT FEES 168,182
25 BRITISH AMERICAN BLVD
LATHAM,NY12110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SUPPLIES PURCHASED AND DONATED TO SCHOOLS AND YOUTH DEVELOPMENT NONPROFITS. 52,535
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 BENEFIT CHICAGO IS MOBILIZING 38,545 IN IMPACT INVESTMENTS TO FINANCE THE GROWTH OF IMPACT ENTERPRISES THROUGHOUT THE CHICAGO REGION TO: BUILD WEALTH CREATE JOBS AND ENHANCE JOB READINESS. IMC CHICAGO CHARITABLE FOUNDATION MADE AN IMPACT INVESTMENT TO SUPPORT THIS INITIATIVE. 38,545
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................38,545
Form 990-PF (2025)
Form 990-PF (2025)
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
53,200,531
b
Average of monthly cash balances.......................
1b
7,090,694
c
Fair market value of all other assets (see instructions)................
1c
45,339
d
Total (add lines 1a, 1b, and 1c).......................
1d
60,336,564
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
60,336,564
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
905,048
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,431,516
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,971,576
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
2,971,576
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
42,933
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
42,933
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,928,643
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,928,643
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
2,928,643
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, line 26, column (d) ..........
1a
22,435,122
b
Program-related investments—total from Part VIII-B..................
1b
38,545
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
22,473,667
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,928,643
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 13,157,446
b From 2021...... 8,802,045
c From 2022...... 9,176,299
d From 2023...... 16,400,430
e From 2024...... 13,914,436
f Total of lines 3a through e ........ 61,450,656
4Qualifying distributions for 2025 from Part
XI, line 4: $ 22,473,667
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 2,928,643
e Remaining amount distributed out of corpus 19,545,024
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 80,995,680
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		13,157,446
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		67,838,234
10 Analysis of line 9:
a Excess from 2021 .... 8,802,045
b Excess from 2022 .... 9,176,299
c Excess from 2023 .... 16,400,430
d Excess from 2024 .... 13,914,436
e Excess from 2025 .... 19,545,024
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN BRAIN TUMOR ASSOCIATION

8550 W BRYN MAWR AVE STE 550
CHICAGO,IL60631 		No Relationship   GENERAL SUPPORT 2,847

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION

225 E CHICAGO AVE NO 269
CHICAGO,IL60611 		No Relationship   GENERAL SUPPORT 5,150

AUTISM SCIENCE FOUNDATION

3 CONTINENTAL ROAD
SCARSDALE,NY10583 		No Relationship   GENERAL SUPPORT 3,547

BACK ON MY FEET

901 MARKET STREET STE 3020
PHILADELPHIA,PA19107 		No Relationship   GENERAL SUPPORT 2,678

BAPS CHARITIES

112 N MAIN STREET STE 301
ROBBINSVILLE,NJ08561 		No Relationship   GENERAL SUPPORT 5,000

BERNIES BOOK BANK

917 N SHORE DR
LAKE BLUFF,IL60044 		No Relationship   GENERAL SUPPORT 9,039

BEST BUDDIES INTERNATIONAL

100 SE 2ND STREET SUITE 2200
MIAMI,FL33131 		No Relationship   GENERAL SUPPORT 2,573

LEUKEMIA & LYMPHOMA SOCIETY BLOOD CANCER UNITED

3 INTERNATIONAL DRIVE
RYE BROOK,NY10573 		No Relationship   GENERAL SUPPORT 5,000

CAMP KESEM

440 N BARRANCA AVE NO 2273
COVINA,CA91723 		No Relationship   GENERAL SUPPORT 2,806

CHICAGO PARKS FOUNDATION

541 N FAIRBANKS COURT
CHICAGO,IL60611 		No Relationship   GENERAL SUPPORT 2,736

CHILDRENS ONCOLOGY SERVICES

213 W INSTITUTE PL STE 410
CHICAGO,IL60610 		No Relationship   GENERAL SUPPORT 2,999

DANAFARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		No Relationship   GENERAL SUPPORT 3,090

EASTERSEALS DUPAGE AND FOX VALLEY

830 SOUTH ADDISON AVENUE
VILLA PARK,IL60181 		No Relationship   GENERAL SUPPORT 2,586

ENDURE TO CURE CANCER FOUNDATION

1201 N ORANGE ST STE 7089
WILMINGTON,DE19801 		No Relationship   GENERAL SUPPORT 6,530

GIRLS IN THE GAME NFP

1401 S SACRAMENTO DR
CHICAGO,IL60623 		No Relationship   GENERAL SUPPORT 2,575

LAMBS FARM

14245 W ROCKLAND ROAD
LIBERTYVILLE,IL60048 		No Relationship   GENERAL SUPPORT 2,729

LOS ANGELES FIRE DEPARTMENT FOUNDATION

1700 STADIUM WAY NO 100
LOS ANGELES,CA90012 		No Relationship   GENERAL SUPPORT 2,058

MARCH OF DIMES

1550 CRYSTAL DRIVE SUITE 1300
ARLINGTON,VA22202 		No Relationship   GENERAL SUPPORT 3,708

MARQUETTE UNIVERSITY

1250 W WISCONSIN AVE
MILWAUKEE,WI53233 		No Relationship   GENERAL SUPPORT 5,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		No Relationship   GENERAL SUPPORT 4,476

MUNDO DE TALENTOS ASOCIACION

CALLE MELCHOR OCAMPO NO 3 CP 29240
BARRIO LA MERCED
SAN CRIS DE LAS CASASA,CHIAPAS29200
MX 		No Relationship   GENERAL SUPPORT 75,000

NEW LIFE CENTERS OF CHICAGOLAND NFP

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

NEW YORK ROAD RUNNERS

156 W 56th Street 3rd Floor
New York,NY10019 		No Relationship   GENERAL SUPPORT 4,331

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL60208 		No Relationship   GENERAL SUPPORT 25,000

NOURISHING HOPE

1716 W HUBBARD ST
CHICAGO,IL60622 		No Relationship   GENERAL SUPPORT 3,806

PENCILS OF PROMISE

1115 BROADWAY SUITE 1157
NEW YORK,NY10010 		No Relationship   GENERAL SUPPORT 11,930

PROJECT VISION

236 W 22ND PL Unit 1
Chicago,IL96817 		No Relationship   GENERAL SUPPORT 10,454

REGENTS OF THE UNIVERSITY OF MICHIGAN

3190 RUTHVEN BUILDING
1109 GEDDES AVE
ANN ARBOR,MI48109 		No Relationship   GENERAL SUPPORT 5,000

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104 		No Relationship   EDUCATION 2,845,678

SHIRLEY RYAN ABILITYLAB

355 E ERIE STREET
CHICAGO,IL60611 		No Relationship   GENERAL SUPPORT 13,000

SMALL MOVES FOUNDATION

600 W CHICAGO AVE STE 510
CHICAGO,IL60654 		No Relationship   GENERAL SUPPORT 50,000

SPECIAL CHILDRENS CHARITIES

2 E 8TH STREET
CHICAGO,IL60605 		No Relationship   GENERAL SUPPORT 12,715

ST JOSEPH CATHOLIC SCHOOL

4832 Highland Ave
Downers Grove,IL60515 		No Relationship   EDUCATION 14,569

T4YOUTH NFP

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

TEAM BRIGHT SIDE INC

2064 NORFORK RD
NORTHFIELD,IL60093 		No Relationship   GENERAL SUPPORT 6,702

THE ANTICRUELTY SOCIETY

157 W GRAND AVE
CHICAGO,IL60654 		No Relationship   GENERAL SUPPORT 6,954

THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION

PO BOX 781352
PHILADELPHIA,PA19178 		No Relationship   GENERAL SUPPORT 2,600

THE FIRST TEE OF CHICAGO FOUNDATION

3701 N RECREATION DRIVE
CHICAGO,IL60613 		No Relationship   GENERAL SUPPORT 8,252

THE GLOBAL ORPHAN PROJECT

3161 WYANDOTTE STREET
KANSAS CITY,MO64111 		No Relationship   GENERAL SUPPORT 4,110

TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS

3101 WILSON BLVD STE 600
ARLINGTON,VA22201 		No Relationship   GENERAL SUPPORT 2,620

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		No Relationship   GENERAL SUPPORT 2,500

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		No Relationship   GENERAL SUPPORT 500,000

URBAN INITIATIVES

650 W LAKE ST STE 340
CHICAGO,IL60661 		No Relationship   GENERAL SUPPORT 4,204

UNITED STATES ASSOCIATION FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		No Relationship   GENERAL SUPPORT 2,830

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		No Relationship   GENERAL SUPPORT 45,729

SMALL GRANTS AND ASSISTANCE

233 S WACKER DRIVE STE 4300
CHICAGO,IL60606 		No Relationship   GENERAL SUPPORT 27,971

AMERICAN ONLINE GIVING FOUNDATION

40 EAST MAIN STREET SUITE 887
NEWARK,DE19711 		No Relationship   DISTRIBUTED TO PUBLIC CHARITIES VIA BENEVITY GRANTS PLATFORM 17,756,926
Total ................................. 3a 21,527,008
bApproved for future payment

IMC CHICAGO CHARITABLE FOUNDATION
233 S WACKER DRIVE STE 4300
CHICAGO,IL60606 		    GRANTS APPROVED FOR FUTURE PAYMENT - SEE ATTACHED DETAIL 0
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 14 1,698,184 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 1,640,487 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
aSPECIAL EVENTS 		  0   0 -67,962
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,338,671 -67,962
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,270,709
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID: 25022704
Software Version: V2.0


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

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
IMC CHICAGO CHARITABLE FOUNDATION
 
Employer identification number

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

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

527 political organization


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

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

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

$ 32,051,798


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ONE CAUSE
 
PO BOX 8103
 
CAROL STREAM, IL60197

$ 13,866


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

$  


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

$  


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

$  


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

$  


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

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

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


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 47,271 9,454 0 37,817

TY 2025 InvestmentsCorpBondsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 160,608 160,608
CITIGROUP INC. 3.7 01.12.2026 USD SR LIEN SETUP21701141 74,900 74,991
BERRY GLOBAL INC 1.57 01.15.2026 USD SR LIEN Next Call Dt. 12 15 25 180,388 198,801
SIMON PROPERTY GROUP, L.P. 3.3 01.15.2026 USD SR LIEN 270,043 281,935
INTEL CORPORATION 4.875 02.10.2026 USD SR LIEN 192,767 191,121
FISERV INC 3.2 07.01.2026 USD SR LIEN Next Call Dt. 05 01 26 239,503 250,916
BANCO SANTANDER, S.A. 4.25 04.11.2027 USD SRLIEN 224,884 200,466
LLOYDS BANKING GROUP PLC HYBRID 05.11.2027 USD SR LIEN CPN 03.11.21 1.627 179,855 200,168
CITIGROUP INC. HYBRID 06.09.2027 USD SR LIEN CPN 06.09.21 1.462 206,158 228,361
WELLS FARGO & COMPANY HYBRID MTN 06.17.2027 USDSR LIEN CPN 06.17.19 3.196 148,423 134,464
MITSUBISHI UFJ FINANCIAL GROUP HYBRID 07.20.2027 USD SR LIEN CPN 359,535 399,349
REALTY INCOME CORP 3.95 08.15.2027 USD SR LIENNEXT CALL DT. 05 15 27 S&P 105,633 95,023
BANK OF AMERICA CORP HYBRID MTN 01.20.2028 USDSR LIEN CPN 01.20.17 3.824 158,829 139,679
FIFTH THIRD BANCORP 3.95 03.14.2028 USD SR LIENNEXT CALL DT. 02 14 28 92,117 88,862
DIGITAL REALTY TRUST, INC. 4.45 07.15.2028 USDSR LIEN NEXT CALL DT. 04 15 132,214 126,853
SANTANDER UK GROUP HOLDINGS PL HYBRID 11.03.2028USD SR LIEN CPN 322,144 335,785
US BANCORP HYBRID 02.01.2029 USD SR LIEN CPN 02.01.23 4.653 152,244 159,024
MPLX LP 4.8 02.15.2029 USD SR LIEN NEXT CALLDT. 11 15 28 111,971 105,613
AMGEN INC 3.0 02.22.2029 USD SR LIEN Next Call 06.07.2029 182,325 183,236
TRUIST FINANCIAL CORPORATION HYBRID MTN 06.07.2029 USD SR LIEN CPN 188,671 206,214
NXP BV.NXP FDG.NXP USA 4.3 06.18.2029 USD SR LIEN Next Call Dt. 03 18 29 130,002 135,294
CAPITAL ONE FINANCIAL CORPORAT HYBRID 03.01.2030 USD SR LIEN CPN 105,425 114,563
EBAY INC 2.7 03.11.2030 USD SR LIEN Next Call Dt. 12 11 29 129,902 147,637
INTEL CORPORATION 3.9 03.25.2030 USD SR LIEN Next Call Dt. 12 25 29 136,315 148,131
GENERAL MOTORS FINL CO 5.85 04.06.2030 USD SR LIEN Next Call Dt. 02 06 30 125,741 133,518
TRANSCANADA PIPELINES 4.1 04.15.2030 USD SR LIEN Next Call Dt. 01 15 30 85,501 95,971
NORTHERN TRUST CORPORATION 1.95 05.01.2030 USDSR LIEN 109,817 122,671
CLOROX COMPANY (THE) 1.8 05.15.2030 USD SR LIEN Next Call Dt. 02 15 30 75,582 88,384
GLOBAL PAYMENTS INC 2.9 05.15.2030 USD SR LIENNEXT CALL DT. 02 15 30 114,624 106,715
UNITEDHEALTH GROUP INCORPORATE 2.0 05.15.2030 USD SR LIEN 81,457 93,113
RELX CAPITAL INC 3.0 05.22.2030 USD SR LIEN Next Call Dt. 02 22 30 230,688 257,118
AUTONATION INC 4.75 06.01.2030 USD SR LIEN NEXTCALL DT. 03 01 30 176,016 190,910
GENERAL MOTORS FINANCIAL COMPA 3.6 06.21.2030USD SR LIEN 125,080 126,276
NETAPP, INC. 2.7 06.22.2030 USD SR LIEN NEXTCALL DT. 03 22 30 150,867 139,831
SERVICENOW, INC. 1.4 09.01.2030 USD SR LIEN Next Call Dt. 06 01 30 325,000 375,675
BANCO SANTANDER, S.A. 2.749 12.03.2030 USD SUB LIEN 157,804 181,969
VERIZON COMMUNICATIONS, INC. 1.75 01.20.2031USD SR LIEN 278,713 277,448
XYLEM INC 2.25 01.30.2031 USD DR LIEN NEXT CALL 10 30 30 211,648 213,413
KINDER MORGAN INC 2.0 02.15.2031 USD SR LIENNEXT CALL DT. 11 15 30 90,341 84,899
REALTY INCOME CORP 3.2 02.15.2031 USD DR 103,952 99,587
TELEDYNE TECHNOLOGIES IN 2.75 04.01.2031 USD SR LIEN 175,021 201,934
MIZUHO FINANCIAL GROUP, INC. HYBRID 07.10.2031USD SR LIEN CPN 07.10.20 2.2 200,000 182,174
AT&T INC. 2.25 02.01.2032 USD SR LIEN NEXT CALLDT. 11 01 31 114,792 100,999
MORGAN STANLEY HYBRID MTN 02.13.2032 USD SR LIENCPN 11.13.20 1.794 NEXT C 120,000 105,510
NXP BV.NXP FDG.NXP USA 2.65 02.15.2032 USD SERWI SR LIEN NEXT CALL DT. 11 73,605 84,546
ING GROEP N.V. HYBRID 04.01.2032 USD SR LIEN CPN04.01.21 2.727 NEXT CALL 184,245 185,196
PEPSIC, INC. 3.9 07.18.2032 USD SR LIEN 328,476 331,721
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07.29.2032USD SUB LIEN CPN 07.29.21 149,297 151,592
REALTY INCOME CORPORATION 5.625 10.13.2032 USD SR LIEN 180,102 198,488
HSBC HOLDINGS PLC HYBRID 11.22.2032 USD SR LIENCPN 11.22.21 2.871 NEXT CA 156,517 182,806
BANK OF MONTREAL HYBRID 12.15.2032 USD SUB LIEN CPN 12.12.17 3.803 226,596 249,046
PUBLIC SERVICE ELECTRIC MTN 4.65 03.15.2033 USD SER MT 151,106 151,044
NATIONAL GRID PLC 5.809 06.12.2033 SR LIEN Next Call Dt. 03 12 33 127,959 140,599
DOLLAR GENERAL CORPORATION 5.45 07.05.2033 SR LIEN Next Call Dt. 04 05 33 127,913 144,339
DOMINION RESOURCES, INC. 5.25 08.01.2033 SER FSR LIEN 114,753 104,725
AIR PRODUCTS & CHEMICALS 4.85 02.28.2034 324,158 331,992
TRANS-CANADA PIPELINES 4.625 03.01.2034 USD SR LIEN Next Call Dt. 12 01 33 124,143 133,692
DUKE ENERGY PROGRESS LLC 5.1 03.15.2034 USD SR LIEN 198,934 207,480
DOW CHEMICAL CO.THE 4.25 10.01.2034 USD SR LIEN Next Call Dt. 04 01 34 218,286 220,397
AMERICAN INTERNATIONAL GROUP, 3.875 01.15.2035 USD SR LIEN 157,864 160,142
KINDER MORGAN ENERGY PRTNRS LP 5.8 03.15.2035SR LIEN 89,843 95,778
THE J. M. SMUCKER COMPANY 4.25 03.15.2035 USDSER WI SR LIEN 90,056 93,391
EOG RESOURCES, INC. 3.9 04.01.2035 USD SR LIEN Next Call Dt. 10 01 34 169,699 178,970
SMURFIT WESTROCK FINANCING DAC 5.185 01.15.2036 265,016 266,512
UNITEDHEALTH GROUP INCORPORATE 5.8 03.15.2036 USD SR LIEN 243,022 256,509
UNION PACIFIC CORPORATION 2.891 04.06.2036 USD SER WI SR LIEN 152,678 171,653
ORACLE CORPORATION 3.8 11.15.2037 142,168 139,154
AERCAP IRELAND CAP.GLOBA 4.45 10.01.2025 USD SR LIEN 0 0
AIR LEASE CORP 1.875 08.15.2026 USD SR LIEN Next Call Dt. 07 15 26 0 0
BANK OF AMERICA CORPORATION MTN 4.0 01.22.2025USD SUB LIEN 0 0
BERKSHIRE HATHAWAY INC. 3.125 03.15.2026 USD SRLIEN NEXT CALL DT. 12 15 2 0 0
BRISTOL-MYERS SQUIBB CO 1.45 11.13.2030 USD SRLIEN NEXT CALL DT. 08 13 30 0 0
CATERPILLAR FINL SERVICE MTN 0.8 11.13.2025 USDSR LIEN 0 0
CENTERPOINT ENERGY RES 5.4 03.01.2033 USD SR LIEN Next Call Dt. 12 01 32 0 0
CITIGROUP INC. HYBRID 01.10.2028 USD SR LIEN CPN01.10.17 3.887 NEXT CALL 0 0
CITIGROUP INC. HYBRID 01.29.2031 USD SR LIEN CPN01.29.20 2.666 NEXT CALL 0 0
COMCAST CORP 3.15 03.01.2026 USD SR LIEN NEXTCALL DT. 12 01 25 0 0
CSX CORP 3.8 03.01.2028 USD SR LIEN NEXT CALLDT. 12 01 27 0 0
DELL INT LLC . EMC CORP 6.02 06.15.2026 USD SRLIEN NEXT CALL DT. 03 15 26 0 0
EATON VANCE INCOME FUND OF BOSTON (ICE BOFAMERRILL LYNCH US HIGH YIELD MAST 0 0
EMERSON ELECTRIC CO. 2.0 12.21.2028 USD SR LIENNEXT CALL DT. 10 21 28 0 0
FEDEX CORPORATION 4.9 01.15.2034 USD SR LIEN 0 0
HOME DEPOT, INC (THE) 2.95 06.15.2029 USD SRLIEN NEXT CALL DT. 03 15 29 0 0
INTEL CORPORATION 5.2 02.10.2033 USD SR LIEN Next Call Dt. 11 10 32 0 0
JPMORGAN CHASE & CO 3.3 04.01.2026 USD SR LIEN NEXT CALL DT. 01 01 26 0 0
JPMORGAN CHASE & CO. HYBRID 05.01.2028 USD SRLIEN CPN 04.25.17 3.54 NEXT 0 0
MORGAN STANLEY HYBRID 12.10.2026 USD SR LIEN CPN 12.10.20 0.985 0 0
NORTHROP GRUMMAN CORPORATION 2.93 01.15.2025USD SR LIEN NEXT CALL DT. 11 0 0
ORACLE CORPORATION 2.95 05.15.2025 USD SR LIENNEXT CALL DT. 02 15 25 0 0
PRUDENTIAL FINANCIAL INC MTN 2.1 03.10.2030 USDSR LIEN NEXT CALL DT. 12 1 0 0
PUBLIC SERVICE ELECTRIC MTN 2.25 09.15.2026 USDSR LIEN NEXT CALL DT. 06 1 0 0
QUALCOMM INC. 4.65 05.20.2035 USD SR LIEN NEXTCALL DT. 11 20 34 0 0
REYNOLDS AMERICAN INC 4.45 06.12.2025 USD SRLIEN NEXT CALL DT. 03 12 25 S 0 0
SKYWORKS SOLUTIONS, INC. 3.0 06.01.2031 USD SR LIEN Next Call Dt. 03 01 31 0 0
SPIRIT REALTY LP 3.2 02.15.2031 USD SR LIENNEXT CALL DT. 11 15 30 0 0
TYCO ELECTRONICS GROUP S 3.7 02.15.2026 USD SRLIEN NEXT CALL DT. 11 15 25 0 0
UNILEVER CAPITAL CORPORATION 2.0 07.28.2026 USDSR LIEN 0 0
WALT DISNEY COMPANY (THE) 2.0 09.01.2029 USD SRLIEN NEXT CALL DT. 06 01 2 0 0
WALT DISNEY COMPANY.THE 3.8 03.22.2030 USD SR LIEN 0 0
WASTE MANAGEMENT INC 1.5 03.15.2031 USD SR LIENNEXT CALL DT. 12 15 30 0 0
XCEL ENERGY INC 3.3 06.01.2025 USD SR LIEN NEXTCALL DT. 12 01 24 0 0
ACCRUED INCOME 0 218,401

TY 2025 InvestmentsCorpStockSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P 500 INDEX FUND CLASS G BSPGX 10,968,212 15,875,633
ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 972,805 1,188,806

TY 2025 InvestmentsGovtObligationsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
US Government Securities - End of Year Book Value:

12,800,721
US Government Securities - End of Year Fair Market Value:

16,852,814
State & Local Government Securities - End of Year Book Value:


16,729,250
State & Local Government Securities - End of Year Fair Market Value:


16,852,814


TY 2025 InvestmentsOtherSchedule2
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND AT COST 3,223,393 4,125,510
SSGA EMERGING MARKET INDEX FUND AT COST 314,220 413,879
PRIVATE EQUITY INVESTMENT AT COST 843,646 852,366
ALTERNATIVE INVESTMENTS AT COST 24,300 23,270
IMPRINT THEMATIC OPPORTUNITIES OFFSHORE SCSP AT COST 0 0
MULTI-MANAGER HIGH YIELD BOND FUND CLASS AT COST 3,960,827 3,975,265

TY 2025 OtherAssetsSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 497 0 0
NOTE RECEIVABLE - BENEFIT CHICAGO 1,228,917 1,267,462 1,267,462


TY 2025 OtherDecreasesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Description Amount
UNREALIZED GAIN LOSS ADJUSTMENT 481,647


TY 2025 OtherExpensesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 86,908 0 0 86,908
BANK & MERCHANT FEES 77,311 0 0 77,311
OFFICE & MISCELLANEOUS 74,584 0 0 74,584
ADMINISTRATIVE EXPENSES 8,338 0 0 8,338
INFORMATION TECHNOLOGY 3,701 740 0 2,961
TELEPHONE & INTERNET EXPENSES 1,349 270 0 1,079
EQUIPMENT EXPENSE 10,997 0 0 10,997
PROGRAM EXPENSES 28,761 0 0 28,761


TY 2025 OtherIncomeSchedule2
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SPECIAL EVENTS -67,962 0 0


TY 2025 OtherProfessionalFeesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 168,182 168,182 0 0
OTHER CONSULTING FEES 55,182 0 0 55,182


TY 2025 SubstantialContributorsSch
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Name Address
IMC CHICAGO LLC 233 S WACKER DRIVE
CHICAGO,IL60606


TY 2025 TaxesSchedule
Name:
IMC CHICAGO CHARITABLE FOUNDATION
EIN:
26-1416954
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS TAX PAYMENTS 8,323 8,323 0 0
STATE FILING FEES 11 0 0 11
ESTIMATED FEDERAL TAX PAYMENT 20,000 20,000 0 0