PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202103159349102595
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T17:00:59-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 Market Street Suite 3300AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941055829ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363305162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Patrick G and Shirley W Ryan FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone3128936600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 N Michigan Ave 2100AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShirley W RyanPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstShirley WPersonFirstNm
Person LastRyanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDiane BrownPreparerPersonNm
PTINP01578407PTIN
Phone4155761100PhoneNum
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,996,662FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,896,837ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$311,054InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$169,420InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$386,105DividendsRevAndExpnssAmt
Dividends Net Invst Incm$418,845DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,518NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,021,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,081CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$10,676,514TotalRevAndExpnssAmt
Total Net Invst Incm$647,346TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$102,510LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$102,510LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,075AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,023OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,217TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$975OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$975OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$136,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,315TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$103,485TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,466,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,466,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,602,908TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,315TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,569,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,606ExcessRevenueOverExpensesAmt
Net Investment Income$614,031NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,115,364SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,893,381SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,893,381SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,783,698CorporateStockBOYAmt
Corporate Stock EOY$34,671,354CorporateStockEOYAmt
Corporate Stock EOYFMV$34,671,354CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$3,394,738OtherInvestmentsBOYAmt
Other Investments EOY$2,949,571OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,431,927OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$36,293,800TotalAssetsBOYAmt
Total Assets EOY$41,514,306TotalAssetsEOYAmt
Total Assets EOYFMV$39,996,662TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$36,293,800RetainedEarningBOYAmt
Retained Earning EOY$41,514,306RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,293,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,514,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,293,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,514,306TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,293,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,606ExcessRevenueOverExpensesAmt
Other Increases$5,146,900OtherIncreasesAmt
Subtotal$41,514,306SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,514,306TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$3,021,067$3,094,510-$73,443$0-$73,443
LT Capital Gain DistributionP$132,524$132,524$0$132,524
FieldValueIRS element (for citing)
Capital Gain Net Income$59,081CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,535InvestmentIncomeExciseTaxAmt
Subtotal$8,535SubtotalAmt
Tax Based On Investment Income$8,535TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,517EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,517TotalPaymentsAndCreditsAmt
Overpayment$5,982OverpaymentAmt
Applied To ES Tax$5,982AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLISA EPHRAIMIndividualWithBooksNm
Phone3128936600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 N MICHIGAN AVE SUITE 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017559ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK G RYAN JR
150 N Michigan AveChicagoIL606017559Director1.000$0$0$0
ROBERT JW RYAN
150 N Michigan AveChicagoIL606017559Director1.000$0$0$0
CORBETT MW RYAN
150 N Michigan AveChicagoIL606017559Director1.000$0$0$0
SHIRLEY W RYAN
150 N Michigan AveChicagoIL606017559President & Treasurer1.000$0$0$0
PATRICK G RYAN
150 N Michigan AveChicagoIL606017559Chairman & Vice President1.000$0$0$0
MARY IGNELL
150 N Michigan AveChicagoIL606017559Secretary & Director1.000$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,274,243AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,564,344AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,431,927FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,270,514TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$36,270,514AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$544,058CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,726,456NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,786,323MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,786,323MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,535TaxBasedOnInvestmentIncomeAmt
Total Tax$8,535TotalTaxAmt
Distributable Before Adj$1,777,788DistributableBeforeAdjAmt
Distributable Before Ded$1,777,788DistributableBeforeDedAmt
Distributable As Adjusted$1,777,788DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,569,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$10,569,735QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,569,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,777,788DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,788,191ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,245,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,201,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,830,188ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,772,324ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,838,296TotalExcessDistributionCyovAmt
Qualifying Distributions$10,569,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,777,788AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,791,947RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$39,630,243TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$6,788,191ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,842,052ExcessDistriCyovToNextYrAmt
Excess From Year4$7,245,997ExcessFromYear4Amt
Excess From Year3$5,201,596ExcessFromYear3Amt
Excess From Year2$5,830,188ExcessFromYear2Amt
Excess From Year1$5,772,324ExcessFromYear1Amt
Excess From Current Year$8,791,947ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerShirley W Ryan PresidentContributingManagerNm
Contributing ManagerPatrick G Ryan Vice PresidentContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A BETTER CHICAGO
600 W VAN BUREN STREET SUITE 510CHICAGOIL60607NONEPCGENERAL CHARITABLE OPERATIONS$25,000
ACCELERATE INSTITUTE
150 N MICHIGAN AVENUE SUITE 2100CHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$150,000
ACCESS LIVING
115 W CHICAGO AVENUECHICAGOIL60654NONEPCGENERAL CHARITABLE OPERATIONS$10,000
ADLER PLANETARIUM & ASTRONOMY MUSEUM
1300 S LAKE SHORE DRIVECHICAGOIL606052403NONEPCGENERAL CHARITABLE OPERATIONS$25,000
AFTER SCHOOL MATTERS
66 E RANDOLPH STREETCHICAGOIL60601NONEPCIMPACT LIVES OF CHICAGO TEENS$50,000
ALAIN LOCKE CHARTER SCHOOL
150 N MICHIGAN AVENUE SUITE 2100CHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$150,000
AMERICAN NURSES FOUNDATION INC
800 MARKET PLACE 4TH FLOORST LOUISMO63101NONEPCGENERAL CHARITABLE OPERATIONS$52,430
AMERICAN RED CROSS CHICAGO & NORTHERN ILLINOIS
THE RAUNER CENTER 2200 W HARRISON SCHICAGOIL60612NONEPCGENERAL CHARITABLE OPERATIONS$20,000TREET
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$11,000
ARTS ALLIANCE ILLINOIS
70 E LAKE STREET SUITE 420CHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$10,000
AURORA UNIVERSITY
357 S GLADSTONE AVEAURORAIL605069975NONEPCGENERAL CHARITABLE OPERATIONS$25,000
AUTOMOTIVE HALL OF FAME
21400 OAKWOOD BLVDDEARBORNMI48124NONEPCGENERAL CHARITABLE OPERATIONS$30,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BOULEVARD SUITE 900CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$10,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET SUITE 900CHICAGOIL60607NONEPCGENERAL CHARITABLE OPERATIONS$1,000,000
BOYS & GIRLS CLUBS OF CHICAGO
2102 W MONROE STREETCHICAGOIL60612NONEPCGENERAL CHARITABLE OPERATIONS$25,000
CARA CHICAGO
237 S DESPLAINES STREETCHICAGOIL60661NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CATHOLIC EXTENSION SOCIETY
150 S WACKER DRIVE SUITE 2000CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$100,000
CATHOLIC THEOLOGICAL UNION
5401 S CORNELL AVECHICAGOIL60615NONEPCGENERAL CHARITABLE OPERATIONS$10,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCGENERAL CHARITABLE OPERATIONS$20,000
CHICAGO CHILD CARE SOCIETY
5467 S UNIVERSITY AVENUECHICAGOIL60615NONEPCGENERAL CHARITABLE OPERATIONS$1,000
CHICAGO COUNCIL ON GLOBAL AFFAIRS
TWO PRUDENTIAL PLAZA 180 N STETSONCHICAGOIL60601NONEPCSTRATEGIC PLAN FOR GLOBAL AFFAIRS$50,000AVENUE SUITE 1400
CHICAGO FIRE DEPARTMENT FOUNDATION
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CHICAGO FOUNDATION FOR EDUCATION
641 W LAKE STREET SUITE 200CHICAGOIL60661NONEPCGENERAL CHARITABLE OPERATIONS$10,000
CHICAGO HISTORICAL SOCIETY CHICAGO HISTORY MUSEUM
1601 N CLARK STREETCHICAGOIL60614NONEPCSUPPORT CHICAGO HISTORY MUSEUM$25,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE SUITE 204CHICAGOIL60602NONEPCGENERAL CHARITABLE OPERATIONS$2,500
CHICAGO SHAKESPEARE THEATER
800 E GRAND AVENUECHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPCGENERAL CHARITABLE OPERATIONS$25,000
CLEARBROOK
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$100,000
CONCERN WORLDWIDE
332 S MICHIGAN AVENUE 9TH FLOORCHICAGOIL60604NONEPCGENERAL CHARITABLE OPERATIONS$10,000
CONGREGATION OF HOLY CROSS US PROVINCE OF PRIESTS AND BROTHERS
PO BOX 1064NOTRE DAMEIN46556NONEPCGENERAL CHARITABLE OPERATIONS$5,000
CRISIS CENTER INC
101 N MONTGOMERY STREETGARYIN46403NONEPCGENERAL CHARITABLE OPERATIONS$40,000
DARE2TRI
516 N OGDEN AVE 172CHICAGOIL60642NONEPCGENERAL CHARITABLE OPERATIONS$25,000
DECLAN DRUMM SULLIVAN MEMORIAL FUND
C/O HORIZONS FOR YOUTH 703 W MONROECHICAGOIL60661NONEPCSUPPORT CHILDREN$2,000STREET
EASTER SEALS DUPAGE
830 S ADDISON AVEVILLA PARKIL60181NONEPCGENERAL CHARITABLE OPERATIONS$100,000
EMPOWER ILLINOIS
200 N LASALLE SUITE 2310CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$1,000,000
ERIE ELEMENTARY CHARTER SCHOOL
1405 N WASHTENAW AVECHICAGOIL60622NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL33157NONEPCGENERAL CHARITABLE OPERATIONS$5,000
THE FAMILY INSTITUTE
8 S MICHIGAN AVE SUITE 500CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$10,000
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVECHICAGOIL60605NONEPCPROGRAM SUPPORT$25,000
FOREFRONT
208 S LASALLE SUITE 1540CHICAGOIL606041006NONEPCGENERAL CHARITABLE OPERATIONS$17,483
FOUNDATION FOR HOMAN SQUARE
906 S HOMAN AVECHICAGOIL60624NONEPCGENERAL CHARITABLE OPERATIONS$10,000
FRIENDS OF NOTRE DAME DE PARIS INC
PO BOX 823926PHILADELPHIAPA191823926NONEPCGENERAL CHARITABLE OPERATIONS$255,000
FRIENDS OF PRENTICE
251 EAST HURON STREET SUITE 3-200CHICAGOIL606112908NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE GARDEN CONSERVANCY
PO BOX 219COLD SPRINGNY10516NONEPCGENERAL CHARITABLE OPERATIONS$5,000
GARY COMER YOUTH CENTER
7200 S INGLESIDE AVENUECHICAGOIL60619NONEPCGENERAL CHARITABLE OPERATIONS$25,000
GENEVA LAKE CONSERVANCY
398 MILL STREET PO BOX 588FONTANAWI53125NONEPCGENERAL CHARITABLE OPERATIONS$5,000
GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA
20 S CLARK SUITE 200CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$10,000
HARRIS THEATER FOR MUSIC & DANCE
205 E RANDOLPH DRIVECHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$5,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11 OS 3CENTER CITYMN55012NONEPCGENERAL CHARITABLE OPERATIONS$25,000
HOBE SOUND COMMUNITY CHEST INC
PO BOX 511HOBE SOUNDFL33475NONEPCGENERAL CHARITABLE OPERATIONS$75,000
HOLY FAMILY MINISTRIES
550 W FRONTAGE ROAD 2820NORTHFIELDIL60093NONEPCGENERAL CHARITABLE OPERATIONS$2,500
ILLINOIS EXECUTIVE MANSION ASSOCIATION
PO BOX 5444SPRINGFIELDIL62705NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE IRELAND FUNDS
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$50,000
THE JOFFREY BALLET OF CHICAGO
10 E RANDOLPHCHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$10,000
JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION
875 N MICHIGAN AVENUE SUITE 3718CHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$3,000
JUPITER ISLAND MEDICAL CLINIC
100 ESTRADA SQUAREHOBE SOUNDFL33455NONEPCGENERAL CHARITABLE OPERATIONS$1,000
KENNEDY CENTER FOR THE PERFORMING ARTS
PO BOX 101510ARLINGTONVA22210NONEPCGENERAL CHARITABLE OPERATIONS$50,000
LAKE GENEVA FRESH AIR ASSOCIATION
PO BOX 10 351 N LAKE SHORE DRIVEWILLIAMS BAYWI53191NONEPCGENERAL CHARITABLE OPERATIONS$1,000
LAND TRUST NETWORK
PO BOX 142WATERTOWNWI53094NONEPCGENERAL CHARITABLE OPERATIONS$2,500
THE LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STREETCHICAGOIL60614NONEPCGENERAL CHARITABLE OPERATIONS$10,000
THE ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
500 E MADISON STREET SUITE 200SPRINGFIELDIL62701NONEPCGENERAL CHARITABLE OPERATIONS$25,000
LOOKINGGLASS THEATRE
875 N MICHIGAN AVENUE SUITE 1430CHICAGOIL60611NONEPCSUPPORT EDUCATION & COMMUNITY PROGRAMS$5,000
LOYOLA ACADEMY
1100 N LARAMIE AVENUEWILMETTEIL60091NONEPCGENERAL CHARITABLE OPERATIONS$400,000
LURIE CHILDREN'S HOSPITAL ANN & ROBERT H
225 E CHICAGO AVECHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$524,721
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMAGNIFICENT ART FORM CONTINUATION$1,050,000
MAYO CLINIC
200 FIRST ST S WROCHESTERMN55905NONEPCGENERAL CHARITABLE OPERATIONS$100,000
THE METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPCGENERAL CHARITABLE OPERATIONS$15,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN STREET SUITE 1400CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$50,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W 33RD STREET FL 10NEW YORKNY10120NONEPCGENERAL CHARITABLE OPERATIONS$25,000
MUSIC INSTITUTE OF CHICAGO
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$25,000
NAVY SEAL FOUNDATION
1211 W 22ND STREET SUITE 620OAK BROOKIL60523NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVENUECHICAGOIL606404407NONEPCGENERAL CHARITABLE OPERATIONS$3,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCGENERAL CHARITABLE OPERATIONS$101,000
OLD ELM SCHOLARSHIP FOUNDATION
800 OLD ELM ROADHIGHLAND PARKIL60035NONEPCGENERAL CHARITABLE OPERATIONS$2,000
OLD ST PATRICK'S CHURCH
700 W ADAMS STREETCHICAGOIL60606NONEPCSUPPORT CATHOLIC FAITH$20,000
OPENLANDS
25 E WASHINGTON STREET SUITE 1650CHICAGOIL606021708NONEPCGENERAL CHARITABLE OPERATIONS$1,000
OUNCE OF PREVENTION FUND
33 W MONROE STREET SUITE 2400CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$2,000
PARTNERS 4 HOPE TANZANIA
8362 TAMARACK VILLAGE STE 119-358WOODBURYMN55125NONEPCGENERAL CHARITABLE OPERATIONS$10,000
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRIVECHICAGOIL60614NONEPCCHARITABLE FOR NATURE EDUCATION$25,000
PROVIDENCE ST MEL SCHOOL
119 S CENTRAL PARK BOULEVARDCHICAGOIL60624NONEPCGENERAL CHARITABLE OPERATIONS$10,000
RUSH UNIVERSITY MEDICAL CENTER
1725 W HARRISON STREET SUITE 545CHICAGOIL606123824NONEPCGENERAL CHARITABLE OPERATIONS$10,000
SACRED HEART CHURCH
1077 TOWER ROADWINNETKAIL60093NONEPCSUPPORT CATHOLIC FAITH$25,000
SAINT BENEDICT CATHOLIC CHURCH
137 DEWEY AVENUEFONTANAWI53125NONEPCSUPPORT CATHOLIC FAITH$25,000
SAINT FRANCIS DE SALES CHURCH
148 MAIN STREETLAKE GENEVAWI53147NONEPCSUPPORT CATHOLIC FAITH$25,000
SAINTS FAITH HOPE & CHARITY
191 LINDEN STREETWINNETKAIL600933832NONEPCSUPPORT CATHOLIC FAITH$60,000
SCHOOL OF THE ART INSTITUTE OF CHICAGO
37 S WABASH SUITE 814CHICAGOIL606039847NONEPCGENERAL CHARITABLE OPERATIONS$5,000
SHEIL CATHOLIC CENTER
NORTHWESTERN UNIVERSITY - 2110 SHEREVANSTONIL60201NONEPCGENERAL CHARITABLE OPERATIONS$20,000IDAN ROAD
SHIRLEY RYAN ABILITYLAB
355 ERIE STREETCHICAGOIL60611NONEPCCHARITABLE FOR HIGH QUALITY CARE$2,009,116
SISTERS OF THE HOLY CROSS
100 LOURDES HALL - SAINT MARYSNOTRE DAMEIN465565014NONEPCGENERAL CHARITABLE OPERATIONS$5,000
ST CHRISTOPHER CATHOLIC CHURCH
12001 SE FEDERAL HIGHWAYHOBE SOUNDFL33455NONEPCSUPPORT CATHOLIC FAITH$50,000
STEPPENWOLF THEATRE COMPANY
1700 N HALSTED STREETCHICAGOIL60614NONEPCGENERAL CHARITABLE OPERATIONS$5,000
TEACH FOR AMERICA
300 W ADAMS SUITE 1000CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$10,000
UNITED CEREBRAL PALSY OF GREATER CHICAGO
7550 W 183RD STREETTINLEY PARKIL60477NONEPCGENERAL CHARITABLE OPERATIONS$25,000
UNITED WAY OF METROPOLITAN CHICAGO
231196 MOMENTUM PLACECHICAGOIL60689NONEPCGENERAL CHARITABLE OPERATIONS$10,000
UNIVERSITY OF NOTRE DAME
405 MAIN BUILDINGNOTRE DAMEIN46556NONEPCGENERAL CHARITABLE OPERATIONS$1,550,000
WATER SAFETY PATROL
PO BOX 548WILLIAMS BAYWI53191NONEPCGENERAL CHARITABLE OPERATIONS$30,000
WINGS
PO BOX 95615PALATINEIL60095NONEPCGENERAL CHARITABLE OPERATIONS$35,000
WTTW WFMT
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPCGENERAL CHARITABLE OPERATIONS$200,000
YOUTH & OPPORTUNITY UNITED
1911 CHURCH STREETEVANSTONIL60201NONEPCGENERAL CHARITABLE OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,466,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$311,054ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$386,105ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,518ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$779,677ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$779,677TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Patrick & Shirley Ryan
1150 N Michigan Ave Suite 2100ChicagoIL60601$40,000Yes (X)
PGR 2016 CLAT A
2150 N Michigan Ave Suite 2100ChicagoIL60601$3,162,405Yes (X)
SWR 2016 CLAT A
3150 N Michigan Ave Suite 2100ChicagoIL60601$3,162,405Yes (X)
PGR 2016 CLAT B
4150 N Michigan Ave Suite 2100ChicagoIL60601$2,224,598Yes (X)
SWR 2016 CLAT B
5150 N Michigan Ave Suite 2100ChicagoIL60601$1,307,430Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$6,150Amt
Net Investment Income$3,075NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPublicly Traded SecuritiesAssetDesc
How AcquiredPHowAcquiredTxt
Gross Sales Price$3,184,986GrossSalesPriceAmt
Basis$3,102,468BasisAmt
Total Net$82,518TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AON PLC$9,654,194$9,654,194
PERSHING$9,048,366$9,048,366
CHARLES SCHWAB$15,468,794$15,468,794
AZUL 3D, INC PREFERRED STOCK$500,000$500,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemROUNDTABLE CAP FUND IICategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,949,571BookValueAmt
EOYFMV$1,431,927EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$102,510LegalFeesAmt
Disbursements Charitable Prps$102,510DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$850$850
ANNUAL REPORTING FEES$125$125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainsDesc
Amt$5,146,900Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$27,023Amt
Net Investment Income$27,023NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Net Investment Income$3,217NetInvestmentIncomeAmt

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