BETA

HAROLD M AND ADELINE S MORRISON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HAROLD M AND ADELINE S MORRISON FAMILY FOUNDATION (EIN 36-7090069)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349102772
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:48:52-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367090069EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD M & ADELINE S MORRISON FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone3124944513PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 E WASHINGTON STREET NO 430AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAROLD MORRISONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3124944513PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHAROLDPersonFirstNm
Person LastMORRISONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICAH L WHEATPreparerPersonNm
PTINP00660920PTIN
Phone3122071040PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$21,803,724FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$106,172ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$116,525InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$116,525InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$648,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$648,756DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$924,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,157,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$960,719CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$33GrossSalesLessRetAndAllwncAmt
Gross Profit Rev And Expnss$33GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$307,865OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$307,865OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,104,029TotalRevAndExpnssAmt
Total Net Invst Incm$2,033,865TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$110,174CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$110,174CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,250PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,250PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$164,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$109,890OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,432TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$22,800OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$22,800OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,965TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,965TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$43,264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,685OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,579OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$379,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$134,007TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$159,768TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$862,499ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$862,499ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,241,789TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$134,007TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,022,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$862,240ExcessRevenueOverExpensesAmt
Net Investment Income$1,899,858NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,037,991SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,466,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,466,733SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,909,205CorporateStockBOYAmt
Corporate Stock EOY$6,281,239CorporateStockEOYAmt
Corporate Stock EOYFMV$9,547,612CorporateStockEOYFMVAmt
Other Investments BOY$7,906,730OtherInvestmentsBOYAmt
Other Investments EOY$6,980,883OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,724,578OtherInvestmentsEOYFMVAmt
Other Assets BOY$50,000OtherAssetsBOYAmt
Other Assets EOY$64,801OtherAssetsEOYAmt
Other Assets EOYFMV$64,801OtherAssetsEOYFMVAmt
Total Assets BOY$17,903,926TotalAssetsBOYAmt
Total Assets EOY$18,793,656TotalAssetsEOYAmt
Total Assets EOYFMV$21,803,724TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,875AccountsPayableBOYAmt
Other Liabilities BOY$10,543OtherLiabilitiesBOYAmt
Other Liabilities EOY$41,908OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,418TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,908TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,516,646CapitalStockBOYAmt
Capital Stock EOY$9,378,886CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,372,862RetainedEarningBOYAmt
Retained Earning EOY$9,372,862RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,889,508TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,751,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,903,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,793,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,889,508TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$862,240ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,751,748SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,751,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
CHARLES SCHWAB #0577P$3,940,283$3,856,266$84,017$84,017
CHARLES SCHWAB #0577P$3,645,355$3,060,286$585,069$585,069
CHARLES SCHWAB #4287P$774,537$729,144$45,393$45,393
CHARLES SCHWAB #4287P$522,402$545,887-$23,485-$23,485
JPMORGAN CHASE & COP$101,020$440$100,580$100,580
FIRST HORIZON NTNL CORPP$100,358$4,884$95,474$95,474
VWNFXP$53,325$53,325$53,325
EDP DISPOSALP$20,346$20,346$20,3462018-01-012020-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$960,719CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,408InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,408SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,408TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,393EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,393TotalPaymentsAndCreditsAmt
Es Penalty$25EsPenaltyAmt
Overpayment$17,960OverpaymentAmt
Applied To ES Tax$17,960AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFIC CO DAVE GERVASEIndividualWithBooksNm
Phone3124944513PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 E WASHINGTON ST SUITE 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADELINE S MORRISON
50 E WASHINGTON ST SUITE 430CHICAGOIL60602SECRETARY1.00$0$0$0
AMY HEINRICH
50 E WASHINGTON ST SUITE 430CHICAGOIL60602PRESIDENT0.50$0$0$0
HELEN MORRISON
50 E WASHINGTON ST SUITE 430CHICAGOIL60602VICE PRESIDENT0.50$0$0$0
LOIS MORRISON
50 E WASHINGTON ST SUITE 430CHICAGOIL60602EXEC. DIRECTOR25.00$110,174$2,250$0
CHARLES BRINLEY
50 E WASHINGTON ST SUITE 430CHICAGOIL60602TREASURER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$1,569,005AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,276,258AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,889,270FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,734,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,734,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$311,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,423,515NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,021,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,021,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,408TaxBasedOnInvestmentIncomeAmt
Total Tax$26,408TotalTaxAmt
Distributable Before Adj$994,768DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$994,768DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$994,768DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,022,267ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,022,267QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,022,267AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$994,768DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$92,972ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,031ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$312,079ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$93,212ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$679,294TotalExcessDistributionCyovAmt
Qualifying Distributions$1,022,267QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$994,768AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,499RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$706,793TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$92,972ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$613,821ExcessDistriCyovToNextYrAmt
Excess From Year4$181,031ExcessFromYear4Amt
Excess From Year3$312,079ExcessFromYear3Amt
Excess From Year1$93,212ExcessFromYear1Amt
Excess From Current Year$27,499ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLOIS MORRISONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCE ILLINOIS
303 E WACKER DRIVE SUITE 500CHICAGOIL60601NONEPCGENERAL SUPPORT$5,000
ALEXANDER YOUTH NETWORK
6220 THERMAL ROADCHARLOTTENC28211NONEPCGENERAL SUPPORT$1,000
ANNE K TAYLOR FUND
2724 ARVIN ROADBILLINGSMT59102NONEPCGENERAL SUPPORT$2,000
AUDUBON GREAT LAKES
125 S WACKER DRIVE STE 2125CHICAGOIL60615NONEPCGENERAL SUPPORT$2,000
BRUSHWOOD CENTER OF RYERSON WOODS
21850 RIVERWOODS RDDEERFIELDIL60015NONEPCGENERAL SUPPORT$20,000
CHICAGO ARTISTS COALITION
2130 W FULTON STREETCHICAGOIL60612NONEPCGENERAL SUPPORT$1,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCGENERAL SUPPORT$50,000
CHICAGO VOYAGERS
318 N ELMWOOD LANEPALATINEIL60067NONEPCGENERAL SUPPORT$2,000
COALICION LATINOS UNIDOS DE LAKE COUNTY
PO BOX 174GURNEEIL60031NONEPCGENERAL SUPPORT$5,000
DEPAUL UNIVERSITY - IRWIN STEANS CENTER
PO BOX 6740CAROL STREAMIL60197NONEPCGENERAL SUPPORT$342,333
DISCOVERY PLACE INC
301 N TRYON STCHARLOTTENC28202NONEPCGENERAL SUPPORT$15,000
ELAWA FARM FOUNDATION
1401 MIDDLEFORK DRLAKE FORESTIL60045NONEPCGENERAL SUPPORT$2,000
ENVIRONMENTAL LAW & POLICY CENTER
35 E WACKER DRIVE SUITE 1600CHICAGOIL60601NONEPCGENERAL SUPPORT$1,250
FAITH IN PLACE
70 E LAKE STREET SUITE 920CHICAGOIL60601NONEPCGENERAL SUPPORT$2,000
FIRST BAPTIST CHURCH
401 N GENESEE PO BOX 44WAUKEGANIL60079NONEPCGENERAL SUPPORT$15,000
FOREFRONT
200 W MADISON ST 2ND FLRCHICAGOIL60606NONEPCGENERAL SUPPORT$909
FOREST PRESERVE FOUNDATION
69 W WASHINGTON ST STE 2040CHICAGOIL60602NONEPCGENERAL SUPPORT$2,500
FRIENDS OF NACHUSA GRASSLANDS
2075 LOWDEN ROADFRANKLIN GROVEIL61031NONEPCGENERAL SUPPORT$1,000
GREENHOUSE SCHOLARS
1820 FOLSOM STREETBOULDERCO80302NONEPCGENERAL SUPPORT$1,500
HERMITAGE ARTIST RETREAT
6630 MANASOTA KEY RDENGLEWOODFL34223NONEPCGENERAL SUPPORT$5,000
LAKE FOREST OPEN LANDS
350 N WAUKEGAN ROADLAKE FORESTIL60045NONEPCGENERAL SUPPORT$15,000
LET ME RUN
4400 PARK RD STE 300CHARLOTTENC28209NONEPCGENERAL SUPPORT$2,000
LIBERTY PRAIRIE FOUNDATION
32400 N HARRIS ROADGRAYSLAKEIL60030NONEPOFGENERAL SUPPORT$12,500
LINCOLN PARK ZOO
2001 N CLARK STREETCHICAGOIL60614NONEPCGENERAL SUPPORT$1,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWYSARASOTAFL34236NONEPCGENERAL SUPPORT$2,500
NORTH CHICAGO COMMUNITY PARTNERS
855 SKOKIE HIGHWAY SUITE DLAKE BLUFFIL60044NONEPOFGENERAL SUPPORT$2,500
NORTH LAWNDALE COLLEGE PREP HIGH SCHOOL
PO BOX 23400CHICAGOIL60623NONEPCGENERAL SUPPORT$31,757
NORTHWESTERN LAKE FOREST HOSPITAL
660 N WESTMORELAND RDLAKE FORESTIL60045NONEPCGENERAL SUPPORT$5,000
OPENLANDS
25 E WASHINGTON ST SUITE 1650CHICAGOIL60602NONEPCGENERAL SUPPORT$25,000
OPPORTUNITY INTERNATIONAL
550 W VAN BUREN STE 200CHICAGOIL60607NONEPCGENERAL SUPPORT$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
100 SOUTH BOYLAN AVERALEIGHNC27603NONEPCGENERAL SUPPORT$1,000
POTOMAC CONSERVANCY
962 WAYNE AVE SPRING STE 540SILVER SPRINGMD20910NONEPCGENERAL SUPPORT$12,500
PRESERVATION FDN OF THE LAKE COUNTY FOREST PRESERVES
1899 WEST WINCHESTER ROADLIBERTYVILLEIL60048NONEPCGENERAL SUPPORT$2,000
RAGDALE FOUNDATION
1260 N GREEN BAY ROADLAKE FORESTIL60045NONEPCGENERAL SUPPORT$15,000
RARE
1310 N COURTHOUSE ROAD SUITE 110ARLINGTONVA22201NONEPCGENERAL SUPPORT$75,000
RAVINIA FESTIVAL
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPCGENERAL SUPPORT$25,500
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVECHICAGOIL60605NONEPCGENERAL SUPPORT$1,250
THE LUNCH PROJECT
PO BOX 31264CHARLOTTENC28231NONEPCGENERAL SUPPORT$3,000
THE NATURE CONSERVANCY IN ILLINOIS
8 SOUTH MICHIGAN AVE SUITE 900CHICAGOIL60603NONEPCGENERAL SUPPORT$2,000
WAUKEGAN TO COLLEGE
410 GRAND AVENUEWAUKEGANIL60085NONEPCGENERAL SUPPORT$1,000
WFAE 907 FM
8801 JM KEYNES DRIVE SUITE 91CHARLOTTENC28262NONEPCGENERAL SUPPORT$1,000
WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900CHEVY CHASEMD20815NONEPCGENERAL SUPPORT$1,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037NONEPCGENERAL SUPPORT$1,000
YELLOWSTONE FOREVER
222 EAST MAIN STREET 301BOZEMANMT59715NONEPCGENERAL SUPPORT$1,000
YOUTH & FAMILY COUNSELING
1113 S MILWAUKEE AVENUE 104LIBERTYVILLEIL60048NONEPCGENERAL SUPPORT$2,000
CAROLINA YOUTH COALITION
6035 FLORENCE AVE SUITE 200CHARLOTTENC28212NONEPCGENERAL SUPPORT$1,000
CENTER FOR BEHAVIOR & THE ENVIRONMENT
1310 N COURTHOUSE ROAD SUITE 110ARLINGTONVA22202NONEPCGENERAL SUPPORT$2,000
CENTER FOR BLACK EQUITY
1666 K STREET NW SUITE 440WASHINGTONDC20005NONEPCGENERAL SUPPORT$8,000
CHILDREN & NATURE NETWORK
808 14TH AVE SEMINNEAPOLISMN55414NONEPCGENERAL SUPPORT$8,000
CRADLES TO CRAYONS
4141 W GEORGE STREETCHICAGOIL60641NONEPCGENERAL SUPPORT$2,000
E2D
PO BOX 1299DAVIDSONNC28036NONEPCGENERAL SUPPORT$1,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
2 E 129TH STREET 3GNEW YORKNY10035NONEPCGENERAL SUPPORT$15,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCGENERAL SUPPORT$4,000
FAMILY FARMED
225 W HUBBARD STREET SUITE 650CHICAGOIL60601NONEPCGENERAL SUPPORT$500
FEED MY STARVING CHILDREN
401 93RD AVENUE NWCOON RAPIDSMN55433NONEPCGENERAL SUPPORT$1,000
FOUNDATION FIGHTING BLINDNESS
PO BOX 45740BALTIMOREMD21297NONEPCGENERAL SUPPORT$1,000
HISTORY CENTER LAKE FOREST LAKE BLUFF
509 E DEERPATH ROADLAKE FORESTIL60045NONEPCGENERAL SUPPORT$2,000
INDEPENDENCE CENTER INC
2025 WASHINGTON STREETWAUKEGANIL60085NONEPCGENERAL SUPPORT$2,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402NONEPCGENERAL SUPPORT$3,000
LAKE COUNTY COMMUNITY FOUNDATION
114 S GENESEE STREET SUITE 505WAUKEGANIL60085NONEPCGENERAL SUPPORT$44,500
LAND LOSS PREVENTION PROJECT
PO BOX 179DURHAMNC27702NONEPCGENERAL SUPPORT$1,000
LEVERAGE PHILANTHROPIC PARTNERS LLC
464 6TH STREET APT 1LBROOKLYNNY11215NONENONEGENERAL SUPPORT$7,500
LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORG
2445 S SPAULING AVECHICAGOIL60623NONEPCGENERAL SUPPORT$6,500
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPCGENERAL SUPPORT$4,500
NORTHWESTERN UNIVERSITY DEPARTMENT OF ANTHROPOLOGY
1810 HINMAN AVEEVANSTONIL60208NONEPCGENERAL SUPPORT$2,000
STOMP OUT BULLYING
220 E 57TH STREETNEW YORKNY10022NONEPCGENERAL SUPPORT$1,000
TREESCHARLOTTE
701 TUSKASEEGEE ROADCHARLOTTENC28208NONEPCGENERAL SUPPORT$10,000
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NWWASHINGTONDC20001NONEPCGENERAL SUPPORT$7,500
UNIVERSITY OF CHICAGOSSA FUND
969 E 60TH STREETCHICAGOIL60637NONEPCGENERAL SUPPORT$1,000
UNIVERSITY OF RHODE ISLAND
6 RHODY RAM WAYKINGSTONRI02881NONEN/AGENERAL SUPPORT$2,500
WARD 8 WOODS CONSERVATORY INC
3214 11TH PLACE SEWASHINGTONDC20032NONEPCGENERAL SUPPORT$2,500
WORCESTER POLYTECHNIC INSTITUE
100 INSTITUTE ROADWORCESTERMA01609NONEPCGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$862,499TotalGrantOrContriPdDurYrAmt
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$116,525ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$648,756ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$307,865ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$924,678ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,997,824ExclusionAmt
Related Or Exempt Function Incm$33RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,997,857TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3DONATE INCOME TO CHARITIES
4DONATE INCOME TO CHARITIES
7DONATE INCOME TO CHARITIES
8DONATE INCOME TO CHARITIES
10DONATE INCOME TO CHARITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ADELINE S MORRISION
150 E WASHINGTON ST STE 430CHICAGOIL60602$100,000Yes (X)
ROBERT K HEINRICH
250 E WASHINGTON ST STE 430CHICAGOIL60602$287Yes (X)
HELEN MORRISON
350 E WASHINGTON ST STE 430CHICAGOIL60602$4,884Yes (X)
MAX HEINRICH
450 E WASHINGTON ST STE 430CHICAGOIL60602$1,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
21012 SHARES JPM$2872020-07-16
36100 SHARES FNH$4,8842020-02-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$5,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CHASE$4,234$1,524,840
VALLEY NATIONAL BANCORP$94,446$360,750
INTEROCEAN SCHWAB$4,974,362$6,211,219
SCHWAB DAF$1,208,197$1,450,803

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ATLANTIC CREEK REAL ESTATE IIAT COST$65,418$72,217
ASCENDANCE CAPITAL PARTNERS IIAT COST$42,548$0
BRAUVIN NET INV (FUND II)AT COST$862,520$935,505
ATLANTIC CREEK REAL ESTATE IIIAT COST$242,876$250,384
ROSE AFFORDABLE HOUSING PRES IVAT COST$429,505$521,016
CHATSWORTH BUS PARK SUBDEBTAT COST$2,258,169$2,200,000
BRAUVIN IIIAT COST$310,000$310,000
SAAS CAPITALAT COST$397,292$395,825
GRATITUDE RAILROAD VENTURESAT COST$47,413$50,000
CIRCLE TOWERS SENIOR INVESTORSAT COST$833,385$750,000
LAKESIDE WORKFORCE HOUSING IIAT COST$246,282$291,731
COIL APTS LLCAT COST$823,069$522,900
COASTAL REAL ESTATEAT COST$422,406$425,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NOTE RECEIVABLE$50,000$50,000$50,000
DIVIDEND RECEIVABLE$0$14,801$14,801

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER DEDUCTIONS - K-1'S$21,685$21,685$0
SUPPLIES$571$0$571
SHIPPING EXPENSE$976$0$976
MEMBERSHIP FEES$19,890$0$19,890
BANK FEES$127$0$127
MISCELLANEOUS FEES$15$0$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FIC INC PARTNERSHIP - DIV$2,234$2,234$2,234
CHATSWORTH SENIOR INVESTORS - INTEREST$176,482$176,482$176,482
RAHPF IV-$7,418-$7,418-$7,418
GRATITUDE RAILROAD VENTURES$0$0$0
CIRCLE TOWER SENIOR INVESTORS - INTEREST$60,164$60,164$60,164
LAKESIDE II-$11,257-$11,257-$11,257
SAAS CAPITAL$54,795$54,795$54,795
EDPO LLC$50,526$50,526$50,526
COIL-$15,067-$15,067-$15,067
COASTAL REAL ESTATE-$2,594-$2,594-$2,594

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
K-1 BASIS - FIC INCOME PARTNERSHIP$7,076$4,908
DIVIDEND RECEIVABLE$3,467$0
ACCRUED EXPENSES$0$37,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$36,990$36,990$0
CONSULTING FEES$55,015$0$0
FIC OFFICE ADMINISTRATIVE FEES$65,000$65,000$0
GRANTS MANAGEMENT$7,900$7,900$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJUSTIN W DAABPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 E WASHINGTON STREET 430AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX WITHHELDCategoryTxt
Amt$27,432Amt
Net Investment Income$2,432NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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