PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202201339349104555
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:33:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363305162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patrick G and Shirley W Ryan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 3128936600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N Michigan Ave 2100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shirley W Ryan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Shirley W | PersonFirstNm |
| Person Last | Ryan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,345,727 | 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 | $42,198,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $122,495 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $409,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $597,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $796,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,498,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608,497 | 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 | -$122,910 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,526,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,083,476 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $24,156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,156 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,178 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,589 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,589 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,089 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | 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 | $975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $975 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,088,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,088,087 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,174,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,114,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,352,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,025,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,893,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,511,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,511,866 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | 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 | $34,671,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,811,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,811,269 | 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 | $2,949,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,614,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,592 | 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 | $41,514,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,937,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,345,727 | TotalAssetsEOYFMVAmt |
| 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 |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $41,514,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $85,937,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,514,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,937,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,514,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,937,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,514,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,352,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,070,768 | OtherIncreasesAmt |
| Subtotal | $85,937,406 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,937,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $972,098 | $702,222 | $269,876 | $0 | $269,876 |
| LT Capital Gain Distribution | P | $338,621 | $338,621 | $0 | $338,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608,497 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,249 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,249 | SubtotalAmt |
| Tax Based On Investment Income | $14,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,982 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,982 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,267 | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA EPHRAIM | IndividualWithBooksNm |
| Phone | 3128936600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N MICHIGAN AVE SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017559 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK G RYAN JR | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| ROBERT JW RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| CORBETT MW RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| SHIRLEY W RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | President & Treasurer | 1.000 | $0 | $0 | $0 |
| PATRICK G RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Chairman & Vice President | 1.000 | $0 | $0 | $0 |
| MARY IGNELL | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Secretary & Director | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,025,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,046,971 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,592 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,094,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $47,094,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $706,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,388,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,319,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,319,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,249 | TotalTaxAmt |
| Distributable Before Adj | $2,305,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,305,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,305,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,114,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,114,817 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,305,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,245,997 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,201,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,830,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,772,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,791,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,842,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,114,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,305,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,809,652 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,651,704 | 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 | $7,245,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,405,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,201,596 | ExcessFromYear4Amt |
| Excess From Year3 | $5,830,188 | ExcessFromYear3Amt |
| Excess From Year2 | $5,772,324 | ExcessFromYear2Amt |
| Excess From Year1 | $8,791,947 | ExcessFromYear1Amt |
| Excess From Current Year | $9,809,652 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Shirley W Ryan President | ContributingManagerNm |
| Contributing Manager | Patrick G Ryan Vice President | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 CLUB OF CHICAGO | ||||||||
| 875 N MICHIGAN AVENUE SUITE 1351 | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $200,000 | |
| A BETTER CHICAGO | ||||||||
| 600 W VAN BUREN STREET SUITE 510 | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | ||||||||
| 3400 N AUSTIN AVE | CHICAGO | IL | 60634 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $150,000 | |
| ADLER PLANETARIUM & ASTRONOMY MUSEUM | ||||||||
| 1300 S LAKE SHORE DRIVE | CHICAGO | IL | 606052403 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 E RANDOLPH STREET | CHICAGO | IL | 60601 | None | PC | IMPACT LIVES OF CHICAGO TEENS | $50,000 | |
| ALAIN LOCKE CHARTER SCHOOL | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $150,000 | |
| AMERICAN RED CROSS CHICAGO & NORTHERN ILLINOIS | ||||||||
| THE RAUNER CENTER 2200 W HARRISON S | CHICAGO | IL | 60612 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | TREET |
| ARCHDIOCESE OF CHICAGO | ||||||||
| 835 N RUSH STREET | CHICAGO | IL | 60611 | None | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $27,000 | |
| AURORA UNIVERSITY | ||||||||
| 357 S GLADSTONE AVE | AURORA | IL | 605069975 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 W VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $500,000 | |
| BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL | ||||||||
| 8751 CALUMET AVENUE | MUNSTER | IN | 46321 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CATHOLIC THEOLOGICAL UNION | ||||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | None | PC | SUPPORT CATHOLIC FAITH | $10,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CHICAGO FIRE DEPARTMENT FOUNDATION | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CHICAGO FOUNDATION FOR EDUCATION | ||||||||
| 641 W LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| CHICAGO HISTORICAL SOCIETY CHICAGO HISTORY MUSEUM | ||||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | None | PC | SUPPORT CHICAGO HISTORY MUSEUM | $52,000 | |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $716,667 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | None | PC | GENERAL CHARITABLE OPERATIONS | $60,000 | |
| CHILDREN'S HOME & AID WOMAN'S BOARD | ||||||||
| 125 S WACKER DRIVE 14TH FLOOR | CHICAGO | IL | 606064475 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| CITY YEAR CHICAGO | ||||||||
| 36 S WABASH SUITE 1300 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CIVIC FEDERATION | ||||||||
| 10 N DEARBORN STREET SUITE 800 | CHICAGO | IL | 60602 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CLEARBROOK | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY STREET | GARY | IN | 46403 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| DECLAN DRUMM SULLIVAN MEMORIAL FUND | ||||||||
| C/O HORIZONS FOR YOUTH 703 W MONROE | CHICAGO | IL | 60661 | None | PC | SUPPORT CHILDREN | $1,000 | STREET |
| EASTER SEALS DUPAGE | ||||||||
| 830 S ADDISON AVE | VILLA PARK | IL | 60181 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||||
| 1405 N WASHTENAW AVE | CHICAGO | IL | 60622 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| FIELD MUSEUM (WB) | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | None | PC | PROGRAM SUPPORT | $50,000 | |
| FOREFRONT | ||||||||
| 208 S LASALLE SUITE 1540 | CHICAGO | IL | 606041006 | None | PC | GENERAL CHARITABLE OPERATIONS | $21,740 | |
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||||
| PO BOX 823926 | PHILADELPHIA | PA | 191823926 | None | PC | GENERAL CHARITABLE OPERATIONS | $255,000 | |
| GARDEN CONSERVANCY INC | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| GARY COMER YOUTH CENTER | ||||||||
| 7200 S INGLESIDE AVENUE | CHICAGO | IL | 60619 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| GENEVA LAKE CONSERVANCY | ||||||||
| 398 MILL STREET PO BOX 588 | FONTANA | WI | 53125 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA | ||||||||
| 20 S CLARK SUITE 200 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| GOODMAN THEATRETHE | ||||||||
| 170 N DEARBORN STREET | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $26,000 | |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIATION | ||||||||
| PO BOX 210 | WILLIAMS BAY | WI | 531910210 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| HOLY FAMILY MINISTRIES | ||||||||
| 550 W FRONTAGE ROAD 2820 | NORTHFIELD | IL | 60093 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| HORTICULTURAL HALL | ||||||||
| 330 BROAD STREET PO BOX 71 | LAKE GENEVA | WI | 531470071 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| THE IRELAND FUNDS | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| JOFFREY BALLET OF CHICAGOTHE | ||||||||
| 10 E RANDOLPH | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| JUPITER ISLAND GARDEN CLUB INC | ||||||||
| PO BOX 1410 | HOBE SOUND | FL | 33475 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| JUPITER ISLAND MEDICAL CLINIC INC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| KENNEDY CENTER FOR THE PERFORMING ARTSTHE JOHN F | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | None | PC | GENERAL CHARITABLE OPERATIONS | $150,000 | |
| LAKE GENEVA FOOD PANTRY | ||||||||
| 715 WISCONSIN STREET | LAKE GENEVA | WI | 53147 | None | PC | GENERAL CHARITABLE OPERATIONS | $20,000 | |
| LAKE GENEVA FRESH AIR ASSOCIATION INC | ||||||||
| PO BOX 10 351 N LAKE SHORE DRIVE | WILLIAMS BAY | WI | 53191 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| LAND TRUST NETWORK | ||||||||
| PO BOX 142 | WATERTOWN | WI | 53094 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| L'ARCHE CHICAGO | ||||||||
| 1011 LAKE STREET SUITE 403 | CHICAGO | IL | 60301 | None | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| LEUKEMIA & LYMPHOMA SOCIETYTHE | ||||||||
| PO BOX 772386 | DETROIT | MI | 482772386 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| LINCOLN ACADEMY OF ILLINOISTHE | ||||||||
| 1 OLD STATE CAPITOL PLAZA | SPRINGFIELD | IL | 62701 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| LINCOLN PRESIDENTIAL LIBRARY FOUNDATIONTHE ABRAHAM | ||||||||
| 500 E MADISON STREET SUITE 200 | SPRINGFIELD | IL | 62701 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| LOYOLA ACADEMY | ||||||||
| 1100 N LARAMIE AVENUE | WILMETTE | IL | 60091 | None | PC | GENERAL CHARITABLE OPERATIONS | $400,000 | |
| LURIE CHILDREN'S HOSPITALANN & ROBERT H | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $606,028 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | None | PC | MAGNIFICENT ART FORM CONTINUATION | $550,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27432 | NEW YORK | NY | 100877432 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 35 S PEORIA STREET | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| METROPOLITAN PLANNING COUNCIL | ||||||||
| 140 S DEARBORN STREET SUITE 1400 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| MILLENNIUM PARK FOUNDATION | ||||||||
| 201 E RANDOLPH STREET | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| MUNDELEIN SEMINARY | ||||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | None | PC | SUPPORT CATHOLIC FAITH | $20,000 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| MY BROTHER'S KEEPER INC | ||||||||
| PO BOX 338 | EASTON | MA | 023560338 | None | PC | GENERAL CHARITABLE OPERATIONS | $8,334 | |
| NAACP | ||||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21218 | None | PC | GENERAL CHARITABLE OPERATIONS | $9,333 | |
| NATIONAL URBAN LEAGUE INC | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | None | PC | GENERAL CHARITABLE OPERATIONS | $8,333 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | None | PC | GENERAL CHARITABLE OPERATIONS | $250,000 | |
| NORTHWESTERN UNIVERSITY GLOBAL HEALTH INITIATIVE | ||||||||
| 420 E SUPERIOR 9TH FLOOR | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| OLD ELM SCHOLARSHIP FOUNDATION | ||||||||
| 800 OLD ELM ROAD | HIGHLAND PARK | IL | 60035 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,000 | |
| OLD ST PATRICK'S CHURCH | ||||||||
| 700 W ADAMS STREET | CHICAGO | IL | 60606 | None | PC | SUPPORT CATHOLIC FAITH | $85,000 | |
| OPENLANDS | ||||||||
| 25 E WASHINGTON STREET SUITE 1650 | CHICAGO | IL | 606021708 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| PEGGY NOTEBAERT NATURE MUSEUM | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | None | PC | CHARITABLE FOR NATURE EDUCATION | $25,000 | |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| 119 S CENTRAL PARK BOULEVARD | CHICAGO | IL | 60624 | None | PC | GENERAL CHARITABLE OPERATIONS | $15,000 | |
| RISE OPPORTUNITY FOUNDATION | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | None | PF | GENERAL CHARITABLE OPERATIONS | $950,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1725 W HARRISON STREET SUITE 545 | CHICAGO | IL | 606123824 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| SACRED HEART CHURCH | ||||||||
| 1077 TOWER ROAD | WINNETKA | IL | 60093 | None | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| SAINT BENEDICT CATHOLIC CHURCH | ||||||||
| 137 DEWEY AVENUE | FONTANA | WI | 53125 | None | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| SAINT FRANCIS DE SALES CHURCH | ||||||||
| 148 MAIN STREET | LAKE GENEVA | WI | 53147 | None | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| SAINTS FAITH HOPE & CHARITY | ||||||||
| 191 LINDEN STREET | WINNETKA | IL | 600933832 | None | PC | SUPPORT CATHOLIC FAITH | $75,000 | |
| SHEIL CATHOLIC CENTER | ||||||||
| NORTHWESTERN UNIVERSITY - 2110 SHER | EVANSTON | IL | 60201 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | IDAN ROAD |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 ERIE STREET | CHICAGO | IL | 60611 | None | PC | CHARITABLE FOR HIGH QUALITY CARE | $3,395,652 | |
| SISTER CITIES INTERNATIONAL | ||||||||
| 915 15TH STREET NW 4THFLOOR | WASHINGTON | DC | 20005 | None | PC | SUPPORT CATHOLIC FAITH | $10,000 | |
| ST CHRISTOPHER CATHOLIC CHURCH | ||||||||
| 12001 SE FEDERAL HIGHWAY | HOBE SOUND | FL | 33455 | None | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| TELLIN' TALES THEATRE | ||||||||
| 360 E RANDOLPH 1006 | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,500 | |
| UNITED CEREBRAL PALSY OF GREATER CHICAGO | ||||||||
| 7550 W 183RD STREET | TINLEY PARK | IL | 60477 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||
| 231196 MOMENTUM PLACE | CHICAGO | IL | 60689 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,550,000 | |
| URBAN GATEWAYS | ||||||||
| 1637 N ASHLAND SUITE 1 | CHICAGO | IL | 60622 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| WINGS | ||||||||
| PO BOX 95615 | PALATINE | IL | 60095 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| WTTW WFMT | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | None | PC | GENERAL CHARITABLE OPERATIONS | $70,000 | |
| YMCA OF METROPOLITAN CHICAGO | ||||||||
| 1030 W VAN BUREN STREET | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| YOUTH GUIDANCE | ||||||||
| PO BOX 95286 | CHICAGO | IL | 606945286 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,088,087 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,412 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $796,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,328,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,328,189 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SWR Living Trust | |||||||
| 1 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $12,500,000 | Yes (X) | |
| PGR Living Trust | |||||||
| 2 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $12,500,000 | Yes (X) | |
| PGR 2016 CLAT A | |||||||
| 3 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $6,056,955 | Yes (X) | |
| SWR 2016 CLAT A | |||||||
| 4 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $6,056,955 | Yes (X) | |
| PGR 2016 CLAT B | |||||||
| 5 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $3,515,442 | Yes (X) | Yes (X) |
| SWR 2016 CLAT B | |||||||
| 6 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $1,568,916 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $3,131,388 | FairMarketValueAmt |
| Received | 2021-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,178 | Amt |
| Net Investment Income | $1,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,589 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rise Opportunity Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N Michigan Avenue Suite 2100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-05-17 | GrantDt |
| Grant | $950,000 | GrantAmt |
| Purpose Of Grant | To support the charitable activities of the Foundation. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | 0 | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/18/22 | DatesOfReportsByGranteeTxt |
| Results Of Verification | To the knowledge of the foundation and based on the report furnished by the grantee, no part of the grant was used for other than the intended purpose and no verification efforts have been considered necessary. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly Traded Securities | P | $972,098 | $702,222 | $269,876 |
| LT Capital Gain Distribution | $338,621 | $338,621 | ||
| ST Capital Gain Distribution | $187,785 | $187,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AON PLC | $0 | $0 |
| PERSHING | $10,622,364 | $10,622,364 |
| CHARLES SCHWAB | $38,688,905 | $38,688,905 |
| AZUL 3D, INC PREFERRED STOCK | $500,000 | $500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROUNDTABLE CAP FUND II | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,614,271 | BookValueAmt |
| EOYFMV | $22,592 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $24,156 | LegalFeesAmt |
| Disbursements Charitable Prps | $24,156 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $850 | $850 |
| Bank Service Fees | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Alternative Investments | Desc |
| Net Investment Income | -$122,910 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $13,070,768 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $52,719 | Amt |
| Net Investment Income | $52,719 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $5,000 | ||
| FOREIGN TAXES PAID | $4,089 | ||
| ANNUAL REPORTING FEES | $10 | $10 |
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