ABBVIE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ABBVIE FOUNDATION (EIN 46-0827839)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349104965
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:56:56+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460827839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AbbVie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABBV | BusinessNameControlTxt |
| Phone | 8479356644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Waukegan Road | AddressLine1Txt |
| City | North Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracie Haas | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $217,738,010 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,429,468 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,614,264 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,614,264 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,573,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,573,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $67,617,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,187,636 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,798 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,798 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,165 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $299,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,777,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,748,516 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,126,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,757,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,378,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,700,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,504,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,458,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,887,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,166,471 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,983,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,000,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,000,666 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $406,130 | AcctRcvblAmt |
| Acct Rcvbl EOY | $406,130 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $406,130 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $420,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $158,331,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $158,331,214 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,404,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,738,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,738,010 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,308 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,500,000 | AccountsPayableEOYAmt |
| Grants Payable EOY | $56,677,772 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,999,930 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,194,953 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,061,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,372,725 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,342,882 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $157,365,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,342,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,365,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,404,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,738,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,342,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,887,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,910,294 | OtherIncreasesAmt |
| Subtotal | $157,365,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,365,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,614 | SubtotalAmt |
| Tax Based On Investment Income | $99,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $99,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $99,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $614 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ABBVIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CLAUDIA CARRAVETTA | IndividualWithBooksNm |
| Phone | 8479356644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Waukegan Rd | AddressLine1Txt |
| City | North Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Claudia Carravetta | ||||||||
| 1 North Waukegan Road | North Chicago | IL | 60064 | PRESIDENT | 16.000 | $0 | $0 | $0 |
| EMILY Weith | ||||||||
| 1 North Waukegan Road | North Chicago | IL | 60064 | Vice President/Secretary | 1.000 | $0 | $0 | $0 |
| WAYNE KLINTWORTH | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | TREASURER | 0.500 | $0 | $0 | $0 |
| Demetris Crum | ||||||||
| 1 North Waukegan Road | North chicago | IL | 60064 | Director | 0.250 | $0 | $0 | $0 |
| Johanna Corbin | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | Director | 0.250 | $0 | $0 | $0 |
| RICHARD A GONZALEZ | ||||||||
| 1 NORTH WAUKEGAN ROAD | NORTH CHICAGO | IL | 60064 | DIRECTOR (THRU MAY 2024) | 1.000 | $0 | $0 | $0 |
| ROBERT A MICHAEL | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | DIRECTOR (AS OF MAY 2024) | 1.000 | $0 | $0 | $0 |
| Timothy Kolenda | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | ASSISTANT TREASURER | 1.000 | $0 | $0 | $0 |
| TRACIE HAAS | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | DIRECTOR | 4.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Jersey Cares Inc | |||||
| 290 W Mount Pleasant Ave Ste 1320 | Livingston | NJ | 07039 | Team Possibilities Coordinator & Volunteer Projects | $460,900 |
| The Heart of America Foundation | |||||
| 1255 Union St NE Suite 700 | Washington | DC | 20002 | Team Possibilities Volunteer Projects | $419,167 |
| Heart to Heart International Inc | |||||
| 11550 Renner Blvd | Lenexa | KS | 66219 | Team Possibilities Volunteer Projects | $395,148 |
| Catalysis LLC | |||||
| 2520 SW Hamilton Ct | Portland | OR | 97230 | SEEK program development and support | $210,259 |
| Cradles to Crayons | |||||
| 2500 W Bradley Place Suite A | Chicago | IL | 60618 | Team possibilities volunteer projects | $80,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A year-round volunteer program offering employees volunteer projects with trusted nonprofit partners focused on advancing health equity. | Description1Txt |
| Expenses1 | $1,492,007 | Expenses1Amt |
| Description2 | DEVELOP GLOBAL SCIENCE (STEM) EDUCATION PROGRAM THAT SERVES PRIMARY AND SECONDARY SCHOOL CHILDREN IN COMMUNITIES. | Description2Txt |
| Expenses2 | $210,259 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $158,101,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,092,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,194,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $211,194,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,167,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,026,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,401,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,401,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99,614 | TotalTaxAmt |
| Distributable Before Adj | $10,301,702 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,301,702 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,301,702 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,458,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,458,076 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,301,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,262,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,142,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,686,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,818,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,280,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,191,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,458,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,301,702 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,156,374 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $255,347,768 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $28,262,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $227,084,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,142,979 | ExcessFromYear4Amt |
| Excess From Year3 | $38,686,889 | ExcessFromYear3Amt |
| Excess From Year2 | $48,818,233 | ExcessFromYear2Amt |
| Excess From Year1 | $38,280,319 | ExcessFromYear1Amt |
| Excess From Current Year | $46,156,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Almost Home Kids | |||||||
| 7 S 721 ROUTE 53 | NAPERVILLE | IL | 60540 | N/A | PC | ERG General Mission Support | $25,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 197114639 | N/A | PC | Matching grants: AOGF | $100 |
| American Red Cross | |||||||
| 2200 W Harrison St | CHICAGO | IL | 60612 | N/A | PC | Disaster Relief: Hurricane Helene | $150,000 |
| Apna Ghar Inc (Our Home) | |||||||
| 4350 N BROADWAY ST STE 2 | CHICAGO | IL | 606136043 | N/A | PC | ERG General Mission Support | $25,000 |
| Asian Americans Advancing Justice - Chicago | |||||||
| 4716 N Broadway | CHICAGO | IL | 60640 | N/A | PC | ERG General Mission Support | $25,000 |
| Baylor College of Medicine International Pediatric AIDs Initiative | |||||||
| 1102 Bates Street FC-630 | HOUSTON | TX | 770302399 | N/A | SO I | BIPAI HIV and General Mission Support | $930,000 |
| Beacon Place NFP | |||||||
| 603 South McAlister Avenue | Waukegan | IL | 60085 | N/A | PC | General Mission Support | $175,000 |
| Bernie's Book Bank | |||||||
| 917 North Shore Drive | Lake Bluff | IL | 60044 | N/A | PC | Week of Possibilities 2024 | $297,000 |
| Bernie's Book Bank | |||||||
| 917 North Shore Drive | Lake Bluff | IL | 60044 | N/A | PC | General Mission Support | $50,000 |
| Brave Space Alliance | |||||||
| 1515 E 52ND PLACE THIRD FLOOR | CHICAGO | IL | 606154390 | N/A | PC | ERG General Mission Support | $25,000 |
| CASA Lake County Inc | |||||||
| 700 Forest Edge Dr | Vernon Hills | IL | 600613172 | N/A | PC | General Mission Support | $10,000 |
| Chapter One | |||||||
| 13553 SR 54 STE 50 | ODESSA | FL | 335563527 | N/A | PC | General Mission Support | $25,000 |
| Chinese American Service League | |||||||
| 2141 S TAN CT | CHICAGO | IL | 606161998 | N/A | PC | ERG General Mission Support | $25,000 |
| College Bound Opportunities | |||||||
| 2033 N Milwaukee Ave Ste 246 | Riverwoods | IL | 600153581 | N/A | PC | ERG General Mission Support | $25,000 |
| CommunityHealth | |||||||
| 2611 W Chicago Ave | CHICAGO | IL | 60622 | N/A | PC | Small Targets, Big Impacts | $300,000 |
| Cradles to Crayons Inc | |||||||
| 2500 W Bradley Place | Chicago | IL | 60618 | N/A | PC | General Mission Support | $25,000 |
| Cradles to Crayons Inc | |||||||
| 2500 W Bradley Place | Chicago | IL | 60618 | N/A | PC | Week of Possibilities 2024 | $182,000 |
| Cristo Rey St Martin College Prep | |||||||
| 3106 Belvidere Road | WAUKEGAN | IL | 60085 | N/A | PC | ERG General Mission Support | $25,000 |
| Direct Relief | |||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 931173214 | N/A | PC | Fund for Health Equity | $1,900,000 |
| Disability Lead | |||||||
| 567 W LAKE ST STE 1150 | CHICAGO | IL | 606611405 | N/A | PC | ERG General Mission Support | $25,000 |
| Dress for Success Worldwide | |||||||
| 17 N State Ste 1490 | CHICAGO | IL | 60602 | N/A | PC | ERG General Mission Support | $25,000 |
| Erie Family Health Centers | |||||||
| 1701 W Superior Street | Chicago | IL | 60622 | N/A | PC | General Mission Support | $50,000 |
| Foundation For The Carolinas | |||||||
| 220 North Tryon St | Charlotte | NC | 28202 | N/A | PC | AbbVie Employee Relief Fund | $1,900,000 |
| Girl Talk Inc | |||||||
| 933 Lee Street SW B1 | Atlanta | GA | 30310 | N/A | PC | ERG General Mission Support | $25,000 |
| Girls 4 Science | |||||||
| PO BOX 288958 | CHICAGO | IL | 606288958 | N/A | PC | ERG General Mission Support | $25,000 |
| Girls Inc of Chicago | |||||||
| 56 E 47th Street Suite 210c | CHICAGO | IL | 60653 | N/A | PC | ERG General Mission Support | $25,000 |
| Global Girls Inc | |||||||
| 8151 S SOUTH CHICAGO AVE | CHICAGO | IL | 60617 | N/A | PC | ERG General Mission Support | $25,000 |
| Heart to Heart International Inc | |||||||
| PO Box 15566 | Lenexa | KS | 66285 | N/A | PC | Disaster Relief: Hurricane Helene | $100,000 |
| Humboldt Park Health | |||||||
| 1044 N FRANCISCO AVE | CHICAGO | IL | 606222743 | N/A | PC | ERG General Mission Support | $25,000 |
| I Am Abel Foundation | |||||||
| 3721 Lismore | Flossmoor | IL | 60422 | N/A | PC | ERG General Mission Support | $25,000 |
| Impacting Veterans Lives Inc -Midwest Veterans Closet | |||||||
| PO Box 278 | Wadsworth | IL | 60083 | N/A | PC | ERG General Mission Support | $25,000 |
| Indiana University | |||||||
| PO Box 78000 | Detroit | MI | 482780867 | N/A | PC | Academic Model Providing Access to Healthcare (AMPATH) - Grant Year September 1, 2024 -August 31, 2025 | $770,000 |
| Innovation Development Institute Inc | |||||||
| 222 W MERCHANDISE MART PLAZA 570 | CHICAGO | IL | 60654 | N/A | PC | Health Equity Accelerator Program | $370,000 |
| Iola Foundation | |||||||
| 7288 Sunset Blvd Ste 207 | Los Angeles | CA | 90046 | N/A | PC | ERG General Mission Support | $25,000 |
| Jersey Cares Inc | |||||||
| 290 W Mt Pleasant Avenue | Livingston | NJ | 07039 | N/A | PC | Week of Possibilities Volunteer Management & Bedtime Bags Project | $300,000 |
| Lake County Crisis Center for the Prevention and Treatment of Domestic Viol | |||||||
| 2710 17TH STREET | zion | IL | 600991543 | N/A | PC | General Mission Support | $10,000 |
| Lake County Veterans and Family Services Foundation | |||||||
| 100 South Atkinson Road Ste 110 | Grayslake | IL | 60030 | N/A | PC | ERG General Mission Support | $25,000 |
| Lake County Veterans and Family Services Foundation | |||||||
| 100 South Atkinson Road Ste 110 | Grayslake | IL | 60030 | N/A | PC | Team Possibilities Project 12.10.24 | $10,000 |
| Lawrence Hall | |||||||
| 4833 N Francisco Ave | CHICAGO | IL | 60625 | N/A | PC | ERG General Mission Support | $25,000 |
| Matthias Academy Corporation | |||||||
| 12603 224TH AVE | Benet Lake | WI | 53102 | N/A | PC | ERG General Mission Support | $25,000 |
| Metropolitan Asian Family Services | |||||||
| 505 N ROSELLE RD | Roselle | IL | 601725008 | N/A | PC | ERG General Mission Support | $25,000 |
| National Urban League Inc | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | Project Ready Mentor | $1,400,000 |
| North Chicago Community Partners | |||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | PC | General Mission Support | $500,000 |
| North Chicago Community Unit School | |||||||
| 2000 Lewis Ave | North Chicago | IL | 60064 | N/A | GOV | General Mission - Kitchen Renovation Project | $1,500,000 |
| Northern Illinois Food Bank | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | N/A | PC | General Mission Support | $25,000 |
| Northern Illinois Food Bank | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | N/A | PC | 2024 Week of Possibilities: Expanding Outreach through Volunteers | $25,000 |
| PADS Lake County Inc | |||||||
| 1800 Grand Avenue | Waukegan | IL | 60085 | N/A | PC | General Mission Support | $10,000 |
| Partners In Health | |||||||
| 800 Boylston St Suite 300 | Boston | MA | 02199 | N/A | PC | Partners In Health: United States: Advancing Health Equity through Community-Led Solutions | $1,100,000 |
| Partners In Health | |||||||
| 800 Boylston St Suite 300 | Boston | MA | 02199 | N/A | PC | Strengthening Community Health in Rural Mexico | $200,000 |
| Points of Light Foundation | |||||||
| 101 Marietta Street Suite 3100 | Atlanta | GA | 30303 | N/A | PC | Week of Possibilities 2024 Implementation and Week of Possibilities 2025 planning | $1,586,400 |
| Points of Light Foundation | |||||||
| 101 Marietta Street Suite 3100 | Atlanta | GA | 30303 | N/A | PC | Week of Possibilities 2024 Implementation and Week of Possibilities 2025 planning | $531,000 |
| Prairie State Legal Services Inc | |||||||
| 303 N MAIN ST STE 600 | ROCKFORD | IL | 611011050 | N/A | PC | General Mission Support | $10,000 |
| Project HOOD Community Development | |||||||
| 6620 S KING DR | CHICAGO | IL | 606373210 | N/A | PC | General Mission Support | $25,000 |
| Providence St Mel School | |||||||
| 119 S CENTRAL PARK BLVD | CHICAGO | IL | 606242941 | N/A | PC | AbbVie Scholarships and the Academic Intervention Model | $300,000 |
| Scholarship America Inc | |||||||
| 7900 International Drive Suite 500 | Minneapolis | MN | 554252561 | N/A | PC | Scholarships | $2,033,164 |
| Teach For America | |||||||
| 300 West Adams Suite 1000 | Chicago | IL | 60606 | N/A | PC | Expanding Impact for North Chicago Students through Teacher Recruitment and Support | $122,000 |
| THE BLACKBAUD GIVING FUND | |||||||
| 2000 Daniel Island Dr | Charleston | SC | 29492 | N/A | PC | Matching grants | $12,074,098 |
| The Harbour Inc | |||||||
| 1440 Renaissance Drive | CHICAGO | IL | 60068 | N/A | PC | ERG General Mission Support | $25,000 |
| The Heart of America Foundation | |||||||
| 655 15th Street NW Suite 800 | Washington | DC | 20785 | N/A | PC | 2024 Week of Possibilities Transformation Projects | $900,000 |
| The Heart of America Foundation | |||||||
| 655 15th Street NW Suite 800 | Washington | DC | 20785 | N/A | PC | 2024 Week of Possibilities Transformation Projects | $100,000 |
| The University of Chicago Medicine | |||||||
| 5841 S Maryland Ave | CHICAGO | IL | 60637 | N/A | PC | Support for UChicago Medicine, its Comprehensive Cancer Center and new cancer pavilion | $15,000,000 |
| Transform for Kids | |||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | POF | Week of Possibilities: 2024 Execution and 2025 Planning | $1,120,000 |
| Transform for Kids | |||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | POF | Week of Possibilities: 2024 Execution and 2025 Planning | $700,000 |
| Transform for Kids | |||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | POF | Week of Possibilities: 2024 Execution and 2025 Planning | $200,000 |
| Travis Manion Foundation | |||||||
| 164 E State St | Doylestown | PA | 18901 | N/A | PC | ERG General Mission Support | $25,000 |
| United Negro College Fund | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | N/A | PC | UNCF Healthcare Workforce Diversity Program | $1,300,000 |
| United Services Organization Inc | |||||||
| Allison Welton | Arlington | VA | 22201 | N/A | PC | ERG General Mission Support | $25,000 |
| United Way of Lake County | |||||||
| 330 S GREENLEAF ST | GURNEE | IL | 600313389 | N/A | PC | General Mission Support | $10,000 |
| University of Chicago | |||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 606375418 | N/A | PC | Shaping the Future of Cancer Research and Care | $2,000,000 |
| University of Chicago | |||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 606375418 | N/A | PC | Liaison in Care Program (LinC): Empowering our Community to Reduce Health Disparities | $1,700,000 |
| Waymakers | |||||||
| 440 EXCHANGE SUITE 250 | Irvine | CA | 926021390 | N/A | PC | ERG General Mission Support | $25,000 |
| WELLNESS TOGETHER | |||||||
| 1382 BLUE OAKS BLVD STE 213 | ROSEVILLE | CA | 956787052 | N/A | PC | ERG General Mission Support | $25,000 |
| YBLC Inc | |||||||
| 2303 Kemble Ave | North Chicago | IL | 600643216 | N/A | PC | ERG General Mission Support | $25,000 |
| Year Up Inc | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 021095165 | N/A | PC | Year Up: Closing the Opportunity Divide | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,700,762 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Chicago | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 S ELLIS AVENUE | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606375418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Shaping the Future of Cancer Research and Care | GrantOrContributionPurposeTxt |
| Amt | $60,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,614,264 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,573,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,187,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,187,636 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ABBVIE INC | ||||||
| 1 | 1 N WAUKEGAN RD | NORTH CHICAGO | IL | 60064 | $60,000,000 | Yes (X) |
| North Chicago Education Fund | ||||||
| 2 | 300 E Randolph Street Suite 5000 | Chicago | IL | 60601 | $429,468 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $40,330 | Amt |
| Net Investment Income | $20,165 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Transform for Kids | |||||||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | 2023-03-13 | $2,020,000 | Week of Possibilities Volunteer Event 2024 | $2,020,000 | No | 8/21/23, 10/10/23, 3/19/25 | 2023-03-13 | The Foundation conducted a pre-grant inquiry that gives the Foundation assurance that the grant funds will be used exclusively for programs and activities that further the Foundation's charitable purposes. The Foundation has received the first two reports due 8/21/23 and 10/10/23. The final report is due on 3/19/25. The Foundation has reviewed grantee reports received to date and have no reason to believe that any grant funds were diverted. |
| Transform for Kids | |||||||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | 2024-04-05 | $2,020,000 | Week of Possibilities: 2024 Execution and 2025 Planning | $2,020,000 | No | 8/19/24, 3/19/25 | 2024-04-05 | Grant date 4/5/24 includes payments of $1,120,000, $700,000, and $200,000 all paid in 2024. THE FOUNDATION CONDUCTED A PRE-GRANT INQUIRY THAT GIVES THE FOUNDATION ASSURANCE THAT THE GRANT FUNDS WILL BE USED EXCLUSIVELY FOR PROGRAMS AND ACTIVITIES THAT FURTHER THE FOUNDATION'S CHARITABLE PURPOSES. The first report from the grantee was received on Aug 21, 2024 and the final report was due on March 19, 2025. The Foundation has reviewed grantee reports received to date and have no reason to believe that any grant funds were diverted. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $61,582,627 | $61,582,627 |
| ABBVIE | $96,748,587 | $96,748,587 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $8,798 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,798 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,000 | $1,000 | |
| OUTSIDE SERVICES | $74,380 | $46,250 | |
| FILING FEES | $15 | ||
| SCIENCE EDUCATION EXPENSE | $210,259 | $210,259 | |
| TEAM POSSIBILITIES PROGRAM EXPENSES | $1,492,007 | $1,492,007 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $157,910,294 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $1,999,930 | BOYBookValueAmt |
| EOY Book Value | $2,194,953 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Taxes | $104,649 |
| Deferred Excise Taxes | $195,023 |
Comments