efile Public Visual Render
ObjectId: 202011889349100836 - Submission: 2020-07-06
TIN: 36-3305162
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
PATRICK G AND SHIRLEY W RYAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
150 N Michigan Ave 2100
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago
,
IL
606017559
A Employer identification number
36-3305162
B
Telephone number (see instructions)
(312) 893-6600
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
34,862,220
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
9,323,166
2
Check
.............
3
Interest on savings and temporary cash investments
644,777
249,415
4
Dividends and interest from securities
...
413,282
427,819
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
55,246
b
Gross sales price for all assets on line 6a
1,033,204
7
Capital gain net income (from Part IV, line 2)
...
43,443
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
0
b
Less: Cost of goods sold
....
0
c
Gross profit or (loss) (attach schedule)
.....
0
11
Other income (attach schedule)
.......
1,390
1,390
0
12
Total.
Add lines 1 through 11
........
10,437,861
722,067
0
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
54,978
0
0
54,978
b
Accounting fees (attach schedule)
.......
2,900
1,450
0
0
c
Other professional fees (attach schedule)
....
27,349
27,349
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
37,560
2,699
0
0
19
Depreciation (attach schedule) and depletion
...
0
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
875
0
0
875
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
123,662
31,498
0
55,853
25
Contributions, gifts, grants paid
.......
7,265,500
7,265,500
26
Total expenses and disbursements.
Add lines 24 and 25
7,389,162
31,498
0
7,321,353
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
3,048,699
b
Net investment income
(if negative, enter -0-)
690,569
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Page 2
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
179,557
4,115,364
4,115,364
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
0
0
0
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
0
0
0
7
Other notes and loans receivable (attach schedule)
0
Less: allowance for doubtful accounts
0
0
0
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
0
0
0
b
Investments—corporate stock (attach schedule)
.......
18,478,557
28,783,698
28,783,698
c
Investments—corporate bonds (attach schedule)
.......
0
0
11
Investments—land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
6,344,774
3,394,738
1,963,158
14
Land, buildings, and equipment: basis
0
Less: accumulated depreciation (attach schedule)
0
0
0
15
Other assets (describe
)
0
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
25,002,888
36,293,800
34,862,220
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
0
0
21
Mortgages and other notes payable (attach schedule)
......
0
0
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
25,002,888
36,293,800
29
Total net assets or fund balances
(see instructions)
.....
25,002,888
36,293,800
30
Total liabilities and net assets/fund balances
(see instructions)
.
25,002,888
36,293,800
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
25,002,888
2
Enter amount from Part I, line 27a
.....................
2
3,048,699
3
Other increases not included in line 2 (itemize)
3
8,242,213
4
Add lines 1, 2, and 3
..........................
4
36,293,800
5
Decreases not included in line 2 (itemize)
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
36,293,800
Form
990-PF
(2019)
Page 3
Form 990-PF (2019)
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
LT Capital Gain Distribution
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
1,033,204
1,081,150
-47,946
b
91,389
91,389
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
-47,946
b
0
91,389
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
43,443
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
7,125,475
26,431,430
0.269583
2017
6,091,982
18,224,287
0.334278
2016
8,189,095
19,131,542
0.428042
2015
7,751,754
19,611,923
0.395257
2014
8,053,708
22,521,390
0.357603
2
Total
of line 1, column (d)
.....................
2
1.784763
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.356953
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
31,256,797
5
Multiply line 4 by line 3
......................
5
11,157,207
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,906
7
Add lines 5 and 6
........................
7
11,164,113
8
Enter qualifying distributions from Part XII, line 4
,.............
8
7,321,353
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Page 4
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
13,811
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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
13,811
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
13,811
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
28,328
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
28,328
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
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
14,517
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
14,517
Refunded
11
0
Part VII-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 Instructions
for 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2019)
Page 5
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LISA EPHRAIM
Telephone no.
(312) 893-6600
Located at
150 N MICHIGAN AVE SUITE 2100
CHICAGO
IL
ZIP+4
606017559
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 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
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 2019?
.............
1c
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Page 6
Form 990-PF (2019)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
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
PATRICK G RYAN JR
Director
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
ROBERT JW RYAN
Director
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
CORBETT MW RYAN
Director
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
SHIRLEY W RYAN
President & Treasurer
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
PATRICK G RYAN
Chairman & Vice President
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
MARY IGNELL
Secretary & Director
1.000
0
0
0
150 N Michigan Ave
Chicago
,
IL
606017559
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
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Page 7
Form 990-PF (2019)
Page
7
Part VIII
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
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-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 IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Page 8
Form 990-PF (2019)
Page
8
Part X
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
24,171,813
b
Average of monthly cash balances
.......................
1b
5,597,818
c
Fair market value of all other assets (see instructions)
................
1c
1,963,158
d
Total
(add lines 1a, b, and c)
.........................
1d
31,732,789
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
3
Subtract line 2 from line 1d
.........................
3
31,732,789
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
475,992
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
31,256,797
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,562,840
Part XI
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 X, line 6
....................
1
1,562,840
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
13,811
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
13,811
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,549,029
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,549,029
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,549,029
Part XII
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
7,321,353
b
Program-related investments—total from Part IX-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
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
7,321,353
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
7,321,353
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Page 9
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,549,029
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
6,952,245
b
From 2015
......
6,788,191
c
From 2016
......
7,245,997
d
From 2017
......
5,201,596
e
From 2018
......
5,830,188
f
Total
of lines 3a through e
........
32,018,217
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
7,321,353
a
Applied to 2018, 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 2019 distributable amount
.....
1,549,029
e
Remaining amount distributed out of corpus
5,772,324
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
37,790,541
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
6,952,245
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
30,838,296
10
Analysis of line 9:
a
Excess from 2015
....
6,788,191
b
Excess from 2016
....
7,245,997
c
Excess from 2017
....
5,201,596
d
Excess from 2018
....
5,830,188
e
Excess from 2019
....
5,772,324
Form
990-PF
(2019)
Page 10
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
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 X, 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 XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Shirley W Ryan President
Patrick G Ryan Vice President
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Page 11
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
100 CLUB OF CHICAGO
875 N MICHIGAN AVENUE SUITE 1351
CHICAGO
,
IL
60611
NONE
PC
GENERAL CHARITABLE OPERATIONS
100,000
1000 FRIENDS OF FLORIDA
PO BOX 5948
TALLAHASSEE
,
FL
323145948
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,000
ACCELERATE INSTITUTE
150 N MICHIGAN AVENUE SUITE 2100
CHICAGO
,
IL
60601
NONE
PC
GENERAL CHARITABLE OPERATIONS
150,000
ACCESS LIVING
115 W CHICAGO AVENUE
CHICAGO
,
IL
60654
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
ADLER PLANETARIUM & ASTRONOMY MUSEUM
1300 S LAKE SHORE DRIVE
CHICAGO
,
IL
606052403
NONE
PC
GENERAL CHARITABLE OPERATIONS
26,000
AFTER SCHOOL MATTERS
66 E RANDOLPH STREET
CHICAGO
,
IL
60601
NONE
PC
IMPACT LIVES OF CHICAGO TEENS
50,000
ALAIN LOCKE CHARTER SCHOOL
150 N MICHIGAN AVENUE SUITE 2100
CHICAGO
,
IL
60601
NONE
PC
GENERAL CHARITABLE OPERATIONS
150,000
AMERICAN ACADEMY OF ARTS & SCIENCES
136 IRVING STREET
CAMBRIDGE
,
MA
02138
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
AMERICAN DIABETES ASSOCIATION
55 E MONROE STREET SUITE 3420
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
AMERICAN RED CROSS
THE RAUNER CENTER 2200 W HARRISON S
TREET
CHICAGO
,
IL
60612
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUE
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
122,000
AURORA UNIVERSITY
357 S GLADSTONE AVE
AURORA
,
IL
605069975
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BOULEVARD SUITE 900
CHICAGO
,
IL
60606
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET SUITE 900
CHICAGO
,
IL
60607
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,000,000
BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL
8751 CALUMET AVENUE
MUNSTER
,
IN
46321
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
BRAIN RESEARCH FOUNDATION
111 W WASHINGTON STREET SUITE 1710
CHICAGO
,
IL
60602
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
CARA CHICAGO
237 S DESPLAINES STREET
CHICAGO
,
IL
60661
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROAD
GLENCOE
,
IL
60022
NONE
PC
GENERAL CHARITABLE OPERATIONS
7,500
CHICAGO CHILD CARE SOCIETY
5467 S UNIVERSITY AVENUE
CHICAGO
,
IL
60615
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,000
CHICAGO COUNCIL ON GLOBAL AFFAIRS
TWO PRUDENTIAL PLAZA 180 N STETSON
AVENUE SUITE 1400
CHICAGO
,
IL
60601
NONE
PC
STRATEGIC PLAN FOR GLOBAL AFFAIRS
25,000
CHICAGO FIRE DEPARTMENT FOUNDATION
205 W WACKER DRIVE SUITE 1400
CHICAGO
,
IL
60606
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
CHICAGO FOUNDATION FOR WOMEN
140 S DEARBORN STREET SUITE 400
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,000
CHICAGO HISTORICAL SOCIETY
1601 N CLARK STREET
CHICAGO
,
IL
60614
NONE
PC
SUPPORT CHICAGO HISTORY MUSEUM
29,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE SUITE 204
CHICAGO
,
IL
60602
NONE
PC
GENERAL CHARITABLE OPERATIONS
5,000
CHICAGO SHAKESPEARE THEATER
800 E GRAND AVENUE
CHICAGO
,
IL
60611
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
CHILDREN'S HOME & AID SOCIETY
125 S WACKER DRIVE 14TH FLOOR
CHICAGO
,
IL
606064475
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
CLEARBROOK
205 W WACKER DRIVE SUITE 1400
CHICAGO
,
IL
60606
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
CONCERN WORLDWIDE
332 S MICHIGAN AVENUE 9TH FLOOR
CHICAGO
,
IL
60604
NONE
PC
GENERAL CHARITABLE OPERATIONS
20,000
CRISIS CENTER INC
101 N MONTGOMERY STREET
GARY
,
IN
46403
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
DECLAN DRUMM SULLIVAN MEMORIAL FUND
C/O HORIZONS FOR YOUTH 703 W MONROE
STREET
CHICAGO
,
IL
60661
NONE
PC
SUPPORT CHILDREN
1,000
DEPAUL UNIVERSITY SCHOOL OF MUSIC
804 W BELDEN AVENUE
CHICAGO
,
IL
606143280
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
DIOCESE OF PALM BEACH
9995 N MILITARY TRAIL
PALM BEACH GARDENS
,
FL
334109650
NONE
PC
SUPPORT CATHOLIC FAITH
50,000
EISENHOWER FOUNDATION
200 SE 4TH STREET
ABILENE
,
KS
67410
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
ENCHANTED BACKPACK
155 N WACKER DRIVE SUITE 1680
CHICAGO
,
IL
60606
NONE
POF
GENERAL CHARITABLE OPERATIONS
25,000
ERIE ELEMENTARY CHARTER SCHOOL
1405 N WASHTENAW AVE
CHICAGO
,
IL
60622
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVE
CHICAGO
,
IL
60605
NONE
PC
PROGRAM SUPPORT
25,000
FOREFRONT
208 S LASALLE SUITE 1540
CHICAGO
,
IL
606041006
NONE
PC
GENERAL CHARITABLE OPERATIONS
16,000
FRIENDS OF NOTRE-DAME DE PARIS
PO BOX 823926
PHILADELPHIA
,
PA
191823926
NONE
PC
GENERAL CHARITABLE OPERATIONS
255,000
FRIENDS OF PRENTICE
251 EAST HURON STREET SUITE 3-200
CHICAGO
,
IL
606112908
NONE
SO III NFI
GENERAL CHARITABLE OPERATIONS
25,000
THE GARDEN CONSERVANCY
PO BOX 219
COLD SPRING
,
NY
10516
NONE
PC
GENERAL CHARITABLE OPERATIONS
5,000
COMER EDUCATION CAMPUS (FKA GARY COMER YOUTH CENTER)
7200 S INGLESIDE AVENUE
CHICAGO
,
IL
60619
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
GENEVA LAKE CONSERVANCY
398 MILL STREET PO BOX 588
FONTANA
,
WI
53125
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
GENEVA LAKE SAILING SCHOOL
1250 S LAKESHORE DRIVE
FONTANA
,
WI
53125
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,500
GILLETTE CHILDREN'S SPECIALTY HEALTHCARE
200 UNIVERSITY AVENUE EAST
ST PAUL
,
MN
55101
NONE
PC
SUPPORT CHILDREN'S HEALTHCARE & NEEDS
10,000
GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA
20 S CLARK SUITE 200
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
THE GOODMAN THEATRE
170 N DEARBORN STREET
CHICAGO
,
IL
60601
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
PO BOX 210
WILLIAMS BAY
,
WI
531910210
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,000
GREATER NEW YORK COUNCILS BOY SCOUTS OF AMERICA
400 E ILLINOIS ROAD
LAKE FOREST
,
IL
60045
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
HARRIS THEATER FOR MUSIC & DANCE
350 FIFTH AVENUE SUITE 7820
NEW YORK
,
NY
101180350
NONE
PC
GENERAL CHARITABLE OPERATIONS
5,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11 OS 3
CENTER CITY
,
MN
55012
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
HOLY FAMILY MINISTRIES
550 W FRONTAGE ROAD 2820
NORTHFIELD
,
IL
60093
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,500
ILLINOIS EXECUTIVE MANSION ASSOCIATION
PO BOX 5444
SPRINGFIELD
,
IL
62705
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
ILLINOIS INSTITUTE OF TECHNOLOGY
10 W 35TH STREET SUITE 1700
CHICAGO
,
IL
60616
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
THE IRELAND FUNDS
205 W WACKER DRIVE SUITE 1400
CHICAGO
,
IL
60606
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
JUPITER ISLAND GARDEN CLUB INC
PO BOX 1410
HOBE SOUND
,
FL
33475
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,400
JUPITER ISLAND MEDICAL CLINIC INC
100 ESTRADA SQUARE
HOBE SOUND
,
FL
33455
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,000
KAPPA KAPPA GAMMA FOUNDATION
6640 RIVERSIDE DRIVE SUITE 200
DUBLIN
,
OH
430179853
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,000
THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
PO BOX 101510
ARLINGTON
,
VA
22210
NONE
PC
GENERAL CHARITABLE OPERATIONS
150,000
LAKE GENEVA FRESH AIR ASSOCIATION
PO BOX 10 351 N LAKE SHORE DRIVE
WILLIAMS BAY
,
WI
53191
NONE
PC
GENERAL CHARITABLE OPERATIONS
3,000
LAND TRUST NETWORK
PO BOX 142
WATERTOWN
,
WI
53094
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,500
L'ARCHE CHICAGO
1011 LAKE STREET SUITE 403
CHICAGO
,
IL
60301
NONE
PC
GENERAL CHARITABLE OPERATIONS
6,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
500 E MADISON STREET SUITE 200
SPRINGFIELD
,
IL
62701
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
LOOKING GLASS THEATRE
875 N MICHIGAN AVENUE SUITE 1430
CHICAGO
,
IL
60611
NONE
PC
SUPPORT EDUCATION & COMMUNITY PROGRAMS
50,000
LOYOLA ACADEMY
1100 N LARAMIE AVENUE
WILMETTE
,
IL
60091
NONE
PC
GENERAL CHARITABLE OPERATIONS
400,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVE
CHICAGO
,
IL
60611
NONE
PC
GENERAL CHARITABLE OPERATIONS
328,600
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVE
CHICAGO
,
IL
60606
NONE
PC
MAGNIFICENT ART FORM CONTINUATION
500,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON STREET SUITE 400
ALEXANDRIA
,
VA
22314
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
MARTIN HEALTH FOUNDATION
PO BOX 9010
STUART
,
FL
34995
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
MERIT SCHOOL OF MUSIC
35 S PEORIA STREET
CHICAGO
,
IL
60607
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
THE METROPOLITAN OPERA
LINCOLN CENTER
NEW YORK
,
NY
10023
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN STREET SUITE 1400
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
METROSQUASH
6100 S COTTAGE GROVE AVENUE
CHICAGO
,
IL
60637
NONE
PC
GENERAL CHARITABLE OPERATIONS
40,000
MIDTOWN EDUCATIONAL FOUNDATION
718 S LOOMIS STREET
CHICAGO
,
IL
60607
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,000
MILLENNIUM PARK FOUNDATION
201 E RANDOLPH STREET
CHICAGO
,
IL
60601
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
MUSIC INSTITUTE OF CHICAGO
205 W WACKER DRIVE SUITE 1400
CHICAGO
,
IL
60606
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
NAVY SEAL FOUNDATION
1211 W 22ND STREET SUITE 620
OAK BROOK
,
IL
60523
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVENUE
CHICAGO
,
IL
606404407
NONE
PC
GENERAL CHARITABLE OPERATIONS
6,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREET
EVANSTON
,
IL
60208
NONE
PC
GENERAL CHARITABLE OPERATIONS
430,000
NORTHWESTERN UNIVERSITY GLOBAL HEALTH INITIATIVE
420 E SUPERIOR 9TH FLOOR
CHICAGO
,
IL
60611
NONE
PC
GENERAL CHARITABLE OPERATIONS
100,000
OLD ELM SCHOLARSHIP FOUNDATION
800 OLD ELM ROAD
HIGHLAND PARK
,
IL
60035
NONE
PC
GENERAL CHARITABLE OPERATIONS
2,000
OLD ST PATRICK'S CHURCH
700 W ADAMS STREET
CHICAGO
,
IL
60606
NONE
PC
SUPPORT CATHOLIC FAITH
35,000
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRIVE
CHICAGO
,
IL
60614
NONE
PC
CHARITABLE FOR NATURE EDUCATION
25,000
PRITZKER MILITARY MUSEUM & LIBRARY
104 S MICHIGAN AVE SUITE 400
CHICAGO
,
IL
60603
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
PROVIDENCE ST MEL SCHOOL
119 S CENTRAL PARK BOULEVARD
CHICAGO
,
IL
60624
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
ROYAL OAK FOUNDATION
20 W 44TH STREET SUITE 606
NEW YORK
,
NY
100366603
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
RUSH UNIVERSITY MEDICAL CENTER
1725 W HARRISON STREET SUITE 545
CHICAGO
,
IL
606123824
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
SACRED HEART CHURCH
1077 TOWER ROAD
WINNETKA
,
IL
60093
NONE
PC
SUPPORT CATHOLIC FAITH
25,000
SAINT BENEDICT CATHOLIC CHURCH
137 DEWEY AVENUE
FONTANA
,
WI
53125
NONE
PC
SUPPORT CATHOLIC FAITH
25,000
SAINT FRANCIS DE SALES CHURCH
148 MAIN STREET
LAKE GENEVA
,
WI
53147
NONE
PC
SUPPORT CATHOLIC FAITH
40,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUE FNIANCE DEPT MV 34
0
PHILADELPHIA
,
PA
191311395
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
SAINTS FAITH HOPE & CHARITY
191 LINDEN STREET
WINNETKA
,
IL
600933832
NONE
PC
SUPPORT CATHOLIC FAITH
50,000
SHIRLEY RYAN ABILITYLAB
355 ERIE STREET
CHICAGO
,
IL
60611
NONE
PC
CHARITABLE FOR HIGH QUALITY CARE
255,000
ST CHRISTOPHER CATHOLIC CHURCH
12001 SE FEDERAL HIGHWAY
HOBE SOUND
,
FL
33455
NONE
PC
SUPPORT CATHOLIC FAITH
50,000
STEPPENWOLF THEATRE COMPANY
1700 N HALSTED STREET
CHICAGO
,
IL
60614
NONE
PC
GENERAL CHARITABLE OPERATIONS
5,000
TELLIN' TALES THEATRE
360 E RANDOLPH 1006
CHICAGO
,
IL
60601
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,500
TRI-COUNTY SCHOLARSHIP FUND
14 W MAIN STREET
MENDHAM
,
NJ
07945
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
ROBERT J TURNER FOUNDATION
PO BOX 808
NORTHVILLE
,
MI
48167
NONE
PC
GENERAL CHARITABLE OPERATIONS
10,000
UNICEF USA
500 N MICHIGAN AVENUE SUITE 1000
CHICAGO
,
IL
60611
NONE
PC
GENERAL CHARITABLE OPERATIONS
5,000
UNIVERSITY OF NOTRE DAME
405 MAIN BUILDING
NOTRE DAME
,
IN
46556
NONE
PC
GENERAL CHARITABLE OPERATIONS
1,050,000
WINGS
PO BOX 95615
PALATINE
,
IL
60095
NONE
PC
GENERAL CHARITABLE OPERATIONS
25,000
THE WORKSHOP PROJECT INC
PO BOX 150437
BROOKLYN
,
NY
112150000
NONE
PC
GENERAL CHARITABLE OPERATIONS
200,000
WTTW11
5400 N ST LOUIS AVENUE
CHICAGO
,
IL
60625
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
WTTW WFMT
5400 N ST LOUIS AVENUE
CHICAGO
,
IL
60625
NONE
PC
GENERAL CHARITABLE OPERATIONS
200,000
YMCA OF METROPOLITAN CHICAGO
1030 W VAN BUREN STREET
CHICAGO
,
IL
60607
NONE
PC
GENERAL CHARITABLE OPERATIONS
50,000
YOUTH & OPPORTUNITY UNITED
1911 CHURCH STREET
EVANSTON
,
IL
60201
NONE
PC
GENERAL CHARITABLE OPERATIONS
3,000
Total
.................................
3a
7,265,500
b
Approved for future payment
Big Shoulders
212 W VAN BUREN SUITE 900
CHICAGO
,
IL
60601
None
PC
General Charitable Operations
1,000,000
Cara Chicago
237 S DESPLAINES
CHICAGO
,
IL
60661
None
PC
General Charitable Operations
50,000
Friends of Notre-Dame de Paris Inc
PO BOX 823926
PHILADELPHIA
,
PA
191823926
None
PC
General Charitable Operations
250,000
Illinois Executive Mansion Association
PO BOX 5444
SPRINGFIELD
,
IL
62705
None
PC
General Charitable Operations
25,000
Loyola Academy
1100 N LARAMIE AVENUE
WILMETTE
,
IL
60091
None
PC
General Charitable Operations
400,000
Lyric Opera
20 N WACKER DRIVE
CHICAGO
,
IL
60606
None
PC
General Charitable Operations
450,000
University of Notre Dame - McKenna Hall
405 MAIN BUILDING
NOTRE DAME
,
IN
46556
None
PC
General Charitable Operations
1,500,000
WTTW
5400 NORTH ST LOUIS AVENUE
CHICAGO
,
IL
60625
None
PC
General Charitable Operations
200,000
Total
.................................
3b
3,875,000
Form
990-PF
(2019)
Page 12
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
644,777
4
Dividends and interest from securities
....
14
413,282
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
55,246
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
Other Income
1
1,390
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,114,695
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,114,695
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-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
(2019)
Page 13
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2020-07-06
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Nicole Bencik
Preparer's Signature
Date
Check if self-
employed
PTIN
P00756195
Firm's name
CROWE LLP
Firm's EIN
35-0921680
Firm's address
225 West Wacker Drive Suite 2600
Chicago
,
IL
606061224
Phone no.
(312) 899-7000
Form
990-PF
(2019)
Additional Data
Software ID:
19010655
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description