Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
FREDERICK HENRY PRINCE TESTAMENTARY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)140 SOUTH DEARBORN STREET 1410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-6009208
B Telephone number (see instructions)

(312) 419-8700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$111,796,588J Accounting method:
Modified Cash
(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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,670,390
b Gross sales price for all assets on line 6a 2,670,390
7 Capital gain net income (from Part IV, line 2)... 2,670,390
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)....... Click to see attachment
List of Attached Documents:
// Content
3,607,384 3,655,068 0
12 Total. Add lines 1 through 11........ 6,277,774 6,325,458 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,000 35,000 0 35,000
14 Other employee salaries and wages...... 723,361 72,336 0 651,025
15 Pension plans, employee benefits....... 236,918 23,485 0 213,433
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,124 0 0 3,562
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,907 9,735 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
226,661 0 0 226,661
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
149,928 7,993 0 71,935
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
14,165 0 0
20 Occupancy.............. 81,330 0 0 81,330
21 Travel, conferences, and meetings....... 33,732 0 0 33,732
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
138,744 5,703 0 133,041
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,695,870 154,252 0 1,449,719
25 Contributions, gifts, grants paid....... 4,314,237 4,314,237
26 Total expenses and disbursements. Add lines 24 and 25 6,010,107 154,252 0 5,763,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,667
b Net investment income (if negative, enter -0-) 6,171,206
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Page 2
Form 990-PF (2023)
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............. 1,424,754 830,482 830,482
2 Savings and temporary cash investments......... 31,211 28,151 28,151
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   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) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,781 9,967 9,967
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow137,489
Less: accumulated depreciation (attach schedule) right arrow104,677 45,685 Click to see attachment
List of Attached Documents:
// Content
32,812 		32,812
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 99,170,057 Click to see attachment
List of Attached Documents:
// Content
110,895,176 		110,895,176
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 100,681,488 111,796,588 111,796,588
Liabilities 17 Accounts payable and accrued expenses.......... 85,200 0
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 85,200 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 100,596,288 111,796,588
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)..... 100,596,288 111,796,588
30 Total liabilities and net assets/fund balances (see instructions). 100,681,488 111,796,588
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
100,596,288
2
Enter amount from Part I, line 27a .....................
2
267,667
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,932,633
4
Add lines 1, 2, and 3 ..........................
4
111,796,588
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
111,796,588
Form 990-PF (2023)
Page 3
Form 990-PF (2023)
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 PRINCE CHARITABLE TRUST POOLED FUND ST      
b PRINCE CHARITABLE TRUST POOLED FUND LT      
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 241,043     241,043
b 2,429,347     2,429,347
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     0 241,043
b     0 2,429,347
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 2,670,390
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 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 85,780
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 85,780
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 85,780
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 71,934
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 116,934
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 31,154
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow31,154 Refundedright arrow 11 0
Form 990-PF (2023)
Page 4
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowRI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.PRINCETRUSTS.ORG
14
The books are in care ofright arrowTONI DOBBINS Telephone no.right arrow (312) 419-8700

Located atright arrow140 SOUTH DEARBORN STREET STE 1410CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
0
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Page 5
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Page 6
Form 990-PF (2023)
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
Carolynn Brunette Co-Executive Director
35.000 		207,765 36,382 0
601 Mass Ave Suite 420
WASHINGTON,DC20001
TONI DOBBINS CFO
35.000 		165,541 62,235 0
140 SOUTH DEARBORN STREET 1410
CHICAGO,IL60603
DIANA C PRINCE TRUSTEE
2.500 		35,000 0 0
140 SOUTH DEARBORN STREET 1410
CHICAGO,IL60603
PATRICK WOOD-PRINCE TRUSTEE
2.500 		35,000 0 0
140 SOUTH DEARBORN STREET 1410
CHICAGO,IL60603
CHARLES TWICHELL Co-Executive Director
35.000 		226,417 61,522 0
140 SOUTH DEARBORN STREET 1410
CHICAGO,IL60603
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
SHARON ROBINSON Sr. Grants Manager
35.000 		119,084 58,891 0
140 SOUTH DEARBORN STREET 1410
CHICAGO,IL60603
Mignon Stewart Sr. Program Officer
35.000 		130,847 57,881 0
140 SOUTH DEARBORN STREET
CHICAGO,IL60603
Terese Fron Grants Manager
35.000 		88,942 7,992 0
140 S Dearborn St Suite 1410
Chicago,IL60603
James Baxter Sr. Program Officer
23.000 		94,262 7,316 0
601 Mass Ave Suite 420
WASHINGTON,DC20001
Total number of other employees paid over $50,000...................right arrow 7
Form 990-PF (2023)
Page 7
Form 990-PF (2023)
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
SARC Consulting LLC Consulting Services 93,600
2238 N Illinois St
Arlington,VA22205
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Page 8
Form 990-PF (2023)
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
105,545,859
b
Average of monthly cash balances.......................
1b
655,470
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
106,201,329
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
106,201,329
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,593,020
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,608,309
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,230,415
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,230,415
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
85,780
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
85,780
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,144,635
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,144,635
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,144,635
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,763,956
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,763,956
Form 990-PF (2023)
Page 9
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,144,635
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 98,146
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 789,011
f Total of lines 3a through e ........ 887,157
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,763,956
a Applied to 2022, 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 2023 distributable amount..... 5,144,635
e Remaining amount distributed out of corpus 619,321
5 Excess distributions carryover applied to 2023.   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 1,506,478
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		98,146
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,408,332
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 789,011
e Excess from 2023.... 619,321
Form 990-PF (2023)
Page 10
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PRINCE CHARITABLE TRUSTS
140 S DEARBORN ST STE 1410
CHICAGO,IL60603
(312) 419-8700
bThe form in which applications should be submitted and information and materials they should include:
Information and materials that should be submitted along with an application include: WRITTEN PROPOSALS, IRS LETTER OF DETERMINATION UNDER SECTION 509(A), CURRENT BUDGET, AUDITED FINANCIAL STATEMENTS, and DESCRIPTIVE LITERATURE. THE APPLICATION IS AVAILABLE ONLINE AT THE FOLLOWING WEBSITE: HTTPS://PRINCETRUSTS.ORG/APPLY/
cAny submission deadlines:
APPLICATIONS ARE RECEIVED THROUGHOUT THE YEAR. DEADLINES USUALLY ARE IN JAN, MAY AND JUNE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
* The Trusts do not fund projects that promote or proselytize any religion. While we do fund the projects of faith-based organizations, those projects must be secular in nature. * The Trusts do not fund organizations that discriminate on the basis of ethnicity, race, color, creed, religion, gender, national origin, age, disability, marital status, sexual orientation, gender identity, or any veteran's status. * The Trusts make grants only to charitable organizations that are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and are classified as public charities under Sections 509(a)(1) or 509(a)(2).
Form 990-PF (2023)
Page 11
Form 990-PF (2023)
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

29 Bellevue Avenue Foundation Inc

29 Bellevue
Newport,RI02840 		NONE PC general operating support 2,500

All Voting is Local

11 Dupont Circle NW Suite 575
Washington,DC20036 		NONE PC work to protect voter right and fair elections (3 year grant 2022-2024 $50,000 per year) 50,000

Allen-Chase Foundation

271 Pine Nook Road
Deerfield,MA03142 		NONE PC general operating support 5,000

Allendale Association Inc

PO Box 1088
Lake Villa,IL60046 		NONE PC general operating support 2,000

Alliance for Global Justice

225 E 26th St
Tucson,AZ85713 		NONE PC as fiscal sponsor of Assata's Daughter for general operating support 15,000

Alzheimer's Disease and Related Disorders Association Inc

225 N Michigan Ave Suite 1700
Chicago,IL60601 		NONE PC general operating support 105

American Cancer Society

250 William Street NW
Atlanta,GA30303 		NONE PC general operating support 750

American Lebanese Syrian Associated Charities Inc

262 Danny Thomas Place
Memphis,TN38105 		NONE PC general operating support 102

Anacostia Coordinating Council Inc

2401 Shannon Place SE
Washington,DC20020 		NONE PC general operating support 2,500

Anacostia Watershed Society Inc

1301 Water Street SE
Washington,DC20003 		NONE PC general operating support 25,000

Animal Welfare League

10305 Southwest Highway
Chicago Ridge,IL60415 		NONE PC general operating support 1,000

Aquidneck Community Table

PO Box 1481
Newport,RI02840 		NONE PC general operating support 15,000

Aquidneck Land Trust

790 Aquidneck Avenue
Middletown,RI02842 		NONE PC general operating support 40,000

Aquidneck Land Trust

790 Aquidneck Avenue
Middletown,RI02842 		NONE PC Newport Open Space Partnership 20,000

Aquidneck Land Trust

790 Aquidneck Avenue
Middletown,RI02842 		NONE PC support of the Conservation Strike Fund $250,000 5 year grant; $50,000 per year 2020-2024 50,000

Arcadia Food Inc

9000 Richmond Highway
Alexandria,VA22309 		NONE PC Mid-Atlantic Food Resilience and Accesss Coalition for the Feed and Be Fed Program 30,000

Berkshire School Inc

245 N Undermountain Road
Sheffield,MA02157 		NONE PC general operating support 10,000

Big Nfp

6011 S Lawrence Ave
Chicago,IL60637 		NONE PC general operating support 15,000

Bike Newport

62 Broadway
Newport,RI02840 		NONE PC general operating support 15,000

Black Ensemble Theater Corporation

4450 N Clark Street
Chicago,IL60640 		NONE PC general operating support $30,000 plus one-time additional $7,500 37,500

Blackroots Alliance

5061 S PRAIRIE AVE
Chicago,IL60615 		NONE PC for Ujimaa Medics Asthma Community Care 8,750

Boys Clubs & Girls Clubs of Newport County Inc

95 Church Street
Newport,RI02840 		NONE PC general operating support 40,000

Breakthrough Urban Ministries Inc

402 N St Louis Ave
Chicago,IL60624 		NONE PC Street Outreach for Violence Reduction Program 25,000

Brighton Park Neighborhood Council

4477 S Archer Ave
Chicago,IL60632 		NONE PC for the Collaborative for Community Wellness #Treatment Not Trauma Campaign 22,000

Brooks School

1160 Great Pond Road
North Andove,MA01845 		NONE PC for the Brooks Fund 1,000

Building Bridges Across the River

1901 Mississippi Ave SE
Washington,DC20020 		NONE PC Building Bridges/THEARC general operations $25,000 and $25,000 for the 11th Street Bridge Park 50,000

Cairn Rescue USA

24 Landing Lane
West Windsor,NJ08550 		NONE PC medical expenses incurred in the Midwest Region 750

Campaign Legal Center Inc

1101 14th Street NW
Washington,DC20005 		NONE PC work to protect voter right and fair elections (3 year grant 2022-2024 $50,000 per year) 50,000

Capital Fringe Inc

1358 Florida Avenue NE
Washington,DC20001 		NONE PC general operating support 15,000

Capital Impact Partners

1400 Crystal Drive
Arlington,VA22202 		NONE PC for support of Nourish DC 35,000

CCN Historic Building Preservation Foundation

PO Box 810
Newport,RI02840 		NONE PC general operating support 10,000

Charting Careers Inc

210 Legion Ave 6463
Annapolis,MD21403 		NONE PC general operating support 800

Chesapeake Bay Foundation Inc

6 Herndon Ave
Annapolis,MD21403 		NONE PC general operating support 400

Chesapeake Bay Trust

108 Severn Avenue Suite 405
Annapolis,MD21403 		NONE PC support Capacity Building Iniative and the Anacostia Park and Community Collaborative 50,000

Chicago Abortion Fund

333 West North Avenue
Chicaog,IL60610 		NONE PC general operating support 500

Chicago Horticultural Society

1000 Lake Cook Road
Glencoe,IL60022 		NONE PC for Windy City Harvest 20,000

Chicago Run

3611 N Kedzie
Chicago,IL60618 		NONE PC general operating support 25,000

Chicago Shakespeare Theater

800 E Grand Ave
Chicago,IL60611 		NONE PC general operating support $30,000 plus one-time additional $7,500 37,500

Chicago Votes

PO Box 377820
Chicago,IL60617 		NONE PC general operating support (3 year grant 2022-2024 $50,000 per year) 50,000

Christ Church Parish of Georgetown

3116 O Stree NW
Washington,DC20007 		NONE PC to the Third Century Campaign $25,000 and $5,000 community center costs 30,000

Citizens Association of Georgetown

1058 30th Street Northwest
Washington,DC20007 		NONE PC general operating support 3,000

City Wildlife Inc

15 Oglethorpe Street NW
Washington,DC20011 		NONE PC general operating support 3,000

Clean Ocean Access

23 Johnny Cake Hill
Middletown,RI02842 		NONE PC general operating support 15,000

College Unbound

325 Public Street 2nd Floor
Providence,RI02905 		NONE PC for the Newport Program 15,000

Columbia Land Trust

850 Officers Row
Vancouver,WA98661 		NONE PC general operating support 5,000

Community Foundation of Anne Arundel County

900 Bestage Road
Annapolis,MD21401 		NONE PC for the Dr Beth McGee Memorial Fund 2,500

Company of the Redwood Library and Athenaeum

50 Bellevue Avenue
Newport,RI02840 		NONE PC general operating support 22,500

Conexion Latina Newport

170 Broadway
Newport,RI02840 		NONE PC general operating support 25,000

Conservation Agency

67 Howland Avenue
Jamestown,RI02835 		NONE PC Coyote Management Plan 30,000

Day One

100 Medway Street
Providence,RI02906 		NONE PC general operating support for the Aquidneck Island Programs 20,000

DC Central Kitchen Inc

425 Second Street NW
Washington,DC20001 		NONE PC general operating sypport 35,000

DC Greens

2000 P Sreet NW Suite 240
Washington,DC20036 		NONE PC general operating support 25,000

Demos a Network for Ideas and Action Ltd

80 Broad Street 4th floor
New York,NY10004 		NONE PC general operating support 750

Dickinson College

PO Box 1773
Carlisle,PA17013 		NONE PC for the Wheel and Chain Leadership Fund 1,200

Dr John Carlos Movement Center Inc Chicago

2156 East 71st Street
Chicago,IL60649 		NONE PC the wellness corner and mural project 2,500

Dreaming Out Loud Foundation

80 M Street SE
Washington,DC20004 		NONE PC general operating support 35,000

East Bay Community Action Program

19 Broadway
Newport,RI02840 		NONE PC general operating support for the 32nd Festival in the Spring 2024 25,000

Environmental Film Festival in the Nations Capital

1224 M Street NW Suite 301
Washington,DC20005 		NONE PC general operating support 15,000

Equine Rescue League Foundation

PO Box 4366
Leesburg,VA20177 		NONE PC general operating support 2,500

FabNewport Inc

1 York Street
Newport,RI02840 		NONE PC general operating support for the Newport Program 20,000

Field Museum of Natural History

1400 S Lakeshore Drive
Chicago,IL60605 		NONE PC general operating support 30,000

Food Research & Action Center

1200 18th Street NW Suite 400
Washington,DC20036 		NONE PC general operating support 15,000

Friends of Anacostia Park

660 Pennsylvania Ave SE Unit 15178
Washington,DC20003 		NONE PC general operating support 41,000

Friends of the Children - Chicago

1612 South Blvd
Evanston,IL60202 		NONE PC general operating support 3,000

Friends of Newport Skatepark

36 Washington Square
Newport,RI02840 		NONE PC general operating support 10,000

FRESHFARM Markets Inc

1380 Monroe St NW Suite 605
Washington,DC20010 		NONE PC general operating support 35,000

Future Harvest Inc

1114 Shawan Road Suite 1
Cockeysville,MD21030 		NONE PC general operating support 26,000

Garfield Park Community Council

300 N Central Park Ave
Chicago,IL60624 		NONE PC for the Wellness Initiative 20,000

Georgetown Ministry Center

1041 Wisconsin Ave NW
Washington,DC20032 		NONE PC general operating support 3,000

George Washington Carver Agriculture Research Center Inc

PO Box 2018
Culpeper,VA22701 		NONE PC support the construction of the Food Enterprise Center 50,000

Green Scheme

1453 Evarts Street NE
Washington,DC20018 		NONE PC general operating support 30,000

Greater Chicago Food Depository

4100 W Ann Lurie Pl
Chicago,IL60632 		NONE PC general operating support 15,000

Greater Washington Educational Telecommunications Association Inc

3939 Campbell Avenue
Arlington,VA22206 		NONE PC support opera broadcasts on Classical WETA 90.0 FM 5,000

Grow Smart Rhode Island

One Empire Plaza
Providence,RI02903 		NONE PC general operating support 45,000

Harvard University

124 Mount Auburn
Cambridge,MA02138 		NONE PC general operating support 10,000

Healthy Schools Campaign

190 S LaSalle Street 1508
Chicago,IL60603 		NONE PC Space to Grow 20,000

Heartland Alliance

208 S LaSalle St Suite 1300
Chicago,IL60604 		NONE PC general operating support for READI Chicago Program 12,000

Historic Pullman Empowerment Organization

10734 S Champlain Ave
Chicago,IL60628 		NONE PC intergenerational community conversation project 1,250

Hope for Animals Clear Creek Rescue

PO Box 63
Georgetown,CO80444 		NONE PC general operating support 3,000

Howard Brown Health Center

4025 N Sheridan Road
Chicago,IL60613 		NONE PC general operating support 25,000

Hubbard Street Dance Chicago

1147 W Jackson Boulevard
Chicago,IL60607 		NONE PC general operating support 10,000

Hyde School

616 High Street
Bath,ME04530 		NONE PC Annual Fund 1,000

Ignite Org

180 N Michigan Ave Suite 1900
Chicago,IL60601 		NONE PC general operating support 25,000

Institute for Local Innovations

938 Lafayette Street Ste 300
New Orleans,LA70113 		NONE PC general operating support for the Chicago prgram for EcoWomanist Institute 15,000

Island Moving Company

PO Box 746
Newport,RI02840 		NONE PC capital campaign for IMC's permanent home 30,000

Jazz Institute of Chicago Inc

410 S Michigan Avenue Suite 500
Chicago,IL60605 		NONE PC general operating support 1,000

Just Roots

2936 S Wabash Ave
Chicago,IL60608 		NONE PC general operating support 8,750

Kartemquin Educational Films

1901 W Wellington
Chicago,IL60657 		NONE PC general operating support $30,000 plus one-time additional $7,500 37,500

Kids Above All Illinois

8765 W Higgins Road
Chicago,IL60631 		NONE PC Emerge Supportive Housing Progam 25,000

Lake Forest Open Lands Association

350 N Waukegan Road
Lake Forest,IL60045 		NONE PC general operating support 5,000

Lambs Farm Inc

PO Box 520
Libertyville,IL60048 		NONE PC general operating support 4,000

Lawndale Pop-up Spot

1228 W Winona Street 2N
Chicago,IL60640 		NONE PC general operating support 8,750

League of Chicago Theatres Foundation

17 N Wabash 520
Chicago,IL60602 		NONE PC general operating support 100

Little Sisters of the Poor Chicago Inc

80 West Northwest Highway
Palatine,IL60067 		NONE PC general operating support 4,000

Little Village Environmental Justice Organization

2445 South Spaulding
Chicago,IL60623 		NONE PC for the Chicago Asian Americans for Environmental Justice Organization 10,000

Local Initiatives Support Corporation

1825 K Street NW Suite 1100
Washington,DC20006 		NONE PC general operating support for work East of the River 15,000

Lost Woods Animal Sanctuary

2025 Louise Street
Crystal Lake,IL60014 		NONE PC general operating support 5,000

Lucys Hearth

19 Valley Road
Middletown,RI02842 		NONE PC general operating support $30,000 plus addiotional $5,000 35,000

LYTE Collective

2333 N Kildare Avenue
Chicago,IL60639 		NONE PC general operating support 26,000

Madeira School

8328 Georgetown Pike
McLean,VA22102 		NONE PC The Madeira Fund 3,000

Maine Island Trail Association

100 Kensinton Street
Portland,ME04103 		NONE PC general operating support 200

Martin Luther King Community Center

20 Dr Marcus F Wheatland Boulevard
Newport,RI02840 		NONE PC capital campaign 50,000

Martin Luther King Community Center

20 Dr Marcus F Wheatland Boulevard
Newport,RI02840 		NONE PC general operating support 30,000

Maryland League of Conservation Voters

30 W Street Suite C
Annapolis,MD21401 		NONE PC for the Educaiton Fund 400

Maui Humane Society Inc

PO Box 1047
Puuene,HI96784 		NONE PC general operating support 100

Metro Squash NFP

6100 S Cottage Grove
Chicago,IL60637 		NONE PC general operating support 30,000

Middleburg Humane Foundation

PO Box 1238
Middleburg,VA20118 		NONE PC general operating support 5,000

Mildred Franks Community Development Corporation

8054 Troy Street
Chicago,IL60652 		NONE PC wellness program 8,750

Mission of Our Lady of Mercy (Mercy Home for Boys & Girls)

1140 W Jackson Blvd
Chicago,IL60607 		NONE PC general operating support 25,000

Mosaic Theater Company of DC

1333 H Street NE
Washington,DC20002 		NONE PC general operating support 15,000

NAACP Legal Defense and Educational Fund

40 Rector Street 5th Floor
New York,NY20006 		NONE PC for the Political Participation Program 50,000

National Gallery of Art

2000B South Club Drive
Landover,MD20785 		NONE PC Collectors' Committee $20,000; Directors Circle $25,000 45,000

National Museum of Mexican Art

1852 W 19th Street
Chicago,IL60608 		NONE PC general operating support $30,000 plus one-time additional $7,500 37,500

National Sporting Library Incorporated

PO Box 1335
Middleburg,VA20118 		NONE PC general operating support 5,000

National Wildlife Federation

1100 Wildlife Center Drive
Reston,VA20190 		NONE PC for Choose Clean Water Coalition and its activities in Virginia 35,000

Neighborspace

445 N Sacramento Blvd
Chicago,IL60612 		NONE PC Crandon Community Garden bee pollination project 7,500

New Eclipse Community Alliance

715 W 51st Street
Chicago,IL60609 		NONE PC Summer of Peace and Healing 8,750

New Moms Inc

5317 West Chicago Aveue
Chicago,IL60618 		NONE PC general operating support 35,000

Newport Art Museum and Art Association

76 Bellevue Avenue
Newport,RI02840 		NONE PC general operating support 22,500

Newport Community School

55 Broadway
Newport,RI02840 		NONE PC NCS Connects Program 15,000

Newport Contemporary Ballet

3 Charles Street
Newport,RI02840 		NONE PC general operating support 25,000

Newport Country Club Preservation Foundation

PO Box 810
Newport,RI02840 		NONE PC general operating support 10,000

Newport County Community Mental Health Center Inc

127 Johnny Cake Hill Road
Middletown,RI02842 		NONE PC general operating support 35,000

Newport County Womens Resource Center

114 Touro Street
Newport,RI02840 		NONE PC general operating support $30,000; Newport Health Equity Zone to craft a resident driven equitable development strategy for North End community $15,000 45,000

Newport Festivals Foundation Inc

74 Martin Street
Essex,MA01929 		NONE PC general operating support 15,000

Newport Film Inc

174 Bellevue Ave
Newport,RI02840 		NONE PC general operating support 5,000

Newport Historical Society

82 Touro Street
Newport,RI02840 		NONE PC general operating support 22,500

Newport Hospital Foundation Inc

11 Friendship Street
Newport,RI02840 		NONE PC for the Adolescent Behavioral Health Unit 20,000

Newport Hospital Foundation Inc

11 Friendship Street
Newport,RI02840 		NONE PC general operating support 10,000

Newport String Project

1392 Westminister Street
Providence,RI02909 		NONE PC general operating support 27,500

Newport Tree Conservancy

PO Box 863
Newport,RI02840 		NONE PC general operating support 20,000

Newport Young Mens Christian Association

792 Valley Road
Middletown,RI02842 		NONE PC Rhody Squash Program 17,500

Night Ministry

4711 N Ravenswood Avenue
Chicago,IL60640 		NONE PC Interim Supportive Housing Program 25,000

Norman Bird Sanctuary Trust

583 Third Beach Road
Middletown,RI02842 		NONE PC general operating support 17,500

Northwestern Memorial Healthcare

251 E Huron Street
Chicago,IL60611 		NONE PC Communication Skills Training 40,000

Northwestern Memorial Healthcare

251 E Huron Street
Chicago,IL60611 		NONE PC Osher Center for Integrative Medicine 10,000

Northwestern Memorial Foundation (Northwestern Lake Forest Hospital)

541 N Fairbanks Ste 800
Chicago,IL60611 		NONE PC Women's Auxiliary Board 2,000

NYA Caf

1731 E 84th Place
Chicago,IL60617 		NONE PC Activate South Coast Project 2,500

OCH Conservation Foundation

5044 OBannon Road
The Plains,VA20198 		NONE PC general operating support 5,000

PeacePlayers International

1200 New Hampshire Ave NW
Washington,DC20036 		NONE PC general operating support for the Chicago Program 20,000

Piedmont Environmental Council

PO Box 460
Warrenton,VA02188 		NONE PC general operating support 150,000

Piedmont Environmental Council (Coalition for Smarter Growth)

PO Box 460
Warrenton,VA20188 		NONE PC for the Regional Land Use, Transportation and Affordable Housing Campaigns 120,000

Piedmont Jounalism Foundation

PO Box 21
The Plains,VA20198 		NONE PC general operating support 25,000

Planned Parenthood Association of Metropolitan Washington DC

1225 4th Stree NE
Washington,DC20002 		NONE PC general operating support 25,000

Planned Parenthood of Southern New England Inc

111 Point Street
Providence,RI02903 		NONE PC support of clinical, educational and advocacy work 35,000

Potomac Riverkeeper Inc

3070 M Street NW
Washington,DC20007 		NONE PC general operating support 25,000

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC Annual Fund $5,000and Summer Ball $15,000 20,000

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC general operatin support 10,000

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC new roof for Marble House Year 4 of 4 ($200,000 total) 20,000

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC Tree and Landscape Preservation Program 35,000

Prince Foundation

140 S Dearborn Suite1410
Chicago,IL60603 		NONE PF funds to be expended in 2024 42,500

ProgressNow Education

614 Seymour Ave
Lansing,MI48933 		NONE PC for Progress Virginia Education Fund 50,000

Project Open Hand

730 Polk Street
San Francisco,CA94612 		NONE PC in honor of Richard Aaron Greene general operating support 1,000

Rectory School Inc

PO Box 68
Pomfret,CT06258 		NONE PC Annual Fund 1,000

Red Fern Animal Rescue

225 South Dexter
Denver,CO80246 		NONE PC general operating support 3,300

Remote Area Medical

2200 Stock Street Blvd
Rockford,TN37853 		NONE PC general operating support 5,000

Restoring the Path

1406 W 64th Street
Chicago,IL60636 		NONE PC general operating support 20,000

Rhode Island Arts Foundation at Newport Incorporated

850 Aquidmeck Avenue
Middletown,RI02842 		NONE PC general operating support 22,500

Rhode Island Community Food Bank Association

200 Niantic Avenue
Providence,RI02907 		NONE PC general operating support 20,000

Rhode Island Kids Count Inc

One Union Station
Providence,RI02903 		NONE PC general operating support 32,500

Rhode Island Legal Services Inc

56 Pine Street
Providence,RI02903 		NONE PC general operating support for the Newport office 32,500

RI Slave History Medallions

PO Box 2505
Newport,RI02840 		NONE PC general operating support 10,000

Rhode Island Zoological Society

1000 Elmwood Avenue
Providence,RI02907 		NONE PC special campaign for the African Serval 5,000

Robert Potter League for Animals Inc

PO Box 412
Middletown,RI02840 		NONE PC general operating support 15,000

Rockson Community Development Corporation Inc

4800 Nannie Helen Burroughs Ave
Washington,DC20019 		NONE PC general operating support 25,000

Rockson Community Development Corporation Inc

4800 Nannie Helen Burroughs Ave
Washington,DC20019 		NONE PC implementation of a multi-pronged community strategy for Ward 7 Resilience Hub 25,000

Sail to Prevail Inc

PO Box 1264
Newport,RI02840 		NONE PC general operating support 10,000

Sankofa Community Connection

Two Broadway
Newport,RI02840 		NONE PC general operating support 30,000

Save The Bay Inc

100 Save the Bay Drive
Providence,RI02916 		NONE PC aquarium captial campaign 32,500

Save The Bay Inc

100 Save the Bay Drive
Providence,RI02916 		NONE PC general operating support 45,000

Saving Grace Pet Food Bank Inc

PO Box 110095
Naples,FL34108 		NONE PC general operating support 3,000

Season of Concern

8 S Michigan Suite 2700
Chicago,IL60603 		NONE PC general operating support 110

Shriver National Center on Poverty Law

67 E Madison Street Suite 2000
Chicago,IL60603 		NONE PC general operating support 10,000

Smithsonian Institute

1901 Fort Place SE
Washington,DC20020 		NONE PC Anacostia Community Museum for general operating support 15,000

Social Good Fund

518 Kennedy Street NW
Washington,DC20011 		NONE PC Diverse City Fund 10,000

South Shore Drill Team & Performing Arts Ensemble

7218 South Chicago Ave
Chicago,IL60619 		NONE PC general operating support 3,000

St Georges School

PO Box 1910
Newport,RI02840 		NONE PC Annual Fund 10,000

St Georges School

PO Box 1910
Newport,RI02840 		NONE PC General Operating support five year grant 2022-2026 175,000

St Georges School

PO Box 1910
Newport,RI02840 		NONE PC Memorial Schoolhouse Restoration and Renovation project 50,000

St Ignatius College of Chicago

1076 Roosevelt Road
Chicago,IL60608 		NONE PC Gloriam Gala 5,000

St Lukes School

487 Hudson Street
New York,NY10014 		NONE PC for the Annual Fund 20,000

Star Kids Scholarship Program

PO Box 6214
Middletown,RI02842 		NONE PC general operating support 10,000

Sustainable Agriculture and Food Systems Funders

133 E Guerra 306
Santa Barbara,CA93101 		NONE PC Chesapeake Bay Funders Network $12,100 membership; speaker sponsorship $1,000 and $10,000 for Food and Agriculture Funder Initiative 23,100

Sweet Water Foundation

5749 S Perry Avenue
Chicago,IL60621 		NONE PC general operating support 1,000

The BASE

230 N Kolmar
Chicago,IL60624 		NONE PC general operating support 20,000

The Elephant Sanctuary in Tennessee

PO Box 393
Hohenwald,TN38462 		NONE PC general operating support 2,300

The Garden Club of America

14 East 60th Street
New York,NY10022 		NONE PC to support the Second Century Campaign 5,000

The New York Public Library Astor Lenox and Tilden Foundations

Fifth Avenue and 42nd Street
New York,NY10018 		NONE PC for the Library Luncheon 50,000

The Virginia Civic Engagement Table

PO Box 8586
Richmond,VA23226 		NONE PC general operating support 25,000

The Wild Animal Sanctuary a Colorado Non-Profit Corporation

1946 WCR 53
Keenesburg,CO80643 		NONE PC general operating support 3,400

Third Sector New England Inc

89 South Street Suite 700
Boston,MA02111 		NONE PC general operating support Rhode Island Land Trust Council 15,000

Tides Foundation

1012 Torney Ave
San Francisco,CA94129 		NONE PC Movement Voter Fund work in Tier 1 States 50,000

Trinity College

300 Summit Street
Hartford,CT06106 		NONE PC general operating support 10,000

Trinity Services Inc

100 North Gouger Road
Joliet,IL60432 		NONE PC Wilcox Group Home In Joliet 2,500

Tudor Place Foundation Inc

1644 31st Street NW
Washington,DC20007 		NONE PC annual fund $5,000 Annual Garden Party $15,000 20,000

Tudor Place Foundation Inc

1644 31st Street NW
Washington,DC20007 		NONE PC conservation of the Thomas Peter portrait 18,000

Tunnel to Towers Foundation

2361 Hylan Blvd
Staten Island,NY10306 		NONE PC Smart Home Program 750

Ulon

7401 S Cottage Grove
Chicago,IL60619 		NONE PC Trash to Treasure Project 8,750

Up2US Inc

520 8th Avenue 2nd Floor
New York,NY10018 		NONE PC general operating support for the Chicago Office 15,000

Upbeat Music and Arts Center

2619 W Homer Street
Chicago,IL60647 		NONE PC general operating support 2,500

Urban Growers Collective Inc

1200 W 35th Street 118
chicago,IL60609 		NONE PC general operating support 25,000

Urban Initiatives Inc

650 West Lake Street Suite 340
Chicago,IL60661 		NONE PC general operating support 25,000

Virginia Conservation Network

409 E Main Street
Richmond,VA23219 		NONE PC general operating support 40,000

Virginia Farmers Market Association

14241 Midlothian Turnpike
Midlothian,VA23113 		NONE PC general operating support 10,000

Virginia League of Conservation Voters Education Fund

100 W Franklin Street Suite 102
Richmond,VA23220 		NONE PC general operating support 35,000

Virginia New Majority Education Fund

3801 Mount Vernon Avenue
Alexandria,VA22305 		NONE PC community power builing around environmental justice issues 35,000

Virginia Point to Point Foundation

PO Box 1877
Middleburg,VA20118 		NONE PC general operating support 5,000

Ward 8 Woods Conservancy Inc

3214 11th Place SE
Washington,DC20032 		NONE PC general operating support 1,000

Washington Humane Society the Society for the Prevention of

71 Oglethorpe Street NW
Washington,DC20011 		NONE PC general operating support 5,000

Washington Regional Association of Grantmakers

1400 16th Street NW
Washington,DC20036 		NONE PC membership dues 10,500

Washington Square Services Corporation

4 Farewell Street
Newport,RI02840 		NONE PC general operating support for the McKinney Cooperative Shelter 20,000

Westside Cultural Alliance

4223 W Lake Streeet 342
Chicago,IL60624 		NONE PC Art Therapy Initiative 8,750

Window to the World

5400 N St Louis Ave
Chicago,IL60625 		NONE PC general operating support 120

Windy Hill Foundation Inc

PO Box 1593
Middleburg,VA20118 		NONE PC general operating support 10,000

Woman's Board of Northwestern Memorial Hospital

541 N Fairbanks Ste 800
Chicago,IL60611 		NONE PC general operating suport 5,000

Womens Health and Education Fund

PO Box 5863
Providence,RI02903 		NONE PC general operating support 15,000

Woodlands Academy

760 East Westleigh Road
Lake Forest,IL60045 		NONE PC general operating support 8,000
Total .................................right arrow 3a 4,314,237
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Page 12
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 3,607,384  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,670,390  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,277,774 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,277,774
(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 (2023)
Page 13
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow 2024-11-08 right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Diane Kirmaci Preparer's Signature   Date2024-11-08 Check if self-
employed right arrow		 PTIN P01578407
Firm's name SmallBulletCROWE LLP
  		Firm's EIN SmallBullet35-0921680  
Firm's address SmallBullet575 Market Street Suite 3300
 
San Francisco, CA941055829
 Phone no. (415) 576-1100
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description