BETA

PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-06
IRS object ID
202011889349100836
Schema version
2019v5.0
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)
Return2020-07-06T12:30:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-07-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,862,220FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,323,166ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$644,777InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$249,415InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$413,282DividendsRevAndExpnssAmt
Dividends Net Invst Incm$427,819DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,246NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,033,204GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,443CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$1,390OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,390OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$10,437,861TotalRevAndExpnssAmt
Total Net Invst Incm$722,067TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$54,978LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$54,978LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,349OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,349OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,560TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,699TaxesNetInvstIncmAmt
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$875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$875OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$123,662TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,498TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,853TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,265,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,265,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,389,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,498TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,321,353TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,048,699ExcessRevenueOverExpensesAmt
Net Investment Income$690,569NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$179,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,115,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,115,364SavAndTempCashInvstEOYFMVAmt
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$18,478,557CorporateStockBOYAmt
Corporate Stock EOY$28,783,698CorporateStockEOYAmt
Corporate Stock EOYFMV$28,783,698CorporateStockEOYFMVAmt
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$6,344,774OtherInvestmentsBOYAmt
Other Investments EOY$3,394,738OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,963,158OtherInvestmentsEOYFMVAmt
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$25,002,888TotalAssetsBOYAmt
Total Assets EOY$36,293,800TotalAssetsEOYAmt
Total Assets EOYFMV$34,862,220TotalAssetsEOYFMVAmt
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$25,002,888RetainedEarningBOYAmt
Retained Earning EOY$36,293,800RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,002,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,293,800TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,002,888TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,293,800TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,002,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,048,699ExcessRevenueOverExpensesAmt
Other Increases$8,242,213OtherIncreasesAmt
Subtotal$36,293,800SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,293,800TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities$1,033,204$1,081,150-$47,946$0-$47,946
LT Capital Gain Distribution$91,389$91,389$0$91,389
FieldValueIRS element (for citing)
Capital Gain Net Income$43,443CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,125,475AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,431,430NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.269583DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,091,982AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,224,287NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.334278DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,189,095AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,131,542NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.428042DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,751,754AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,611,923NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.395257DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,053,708AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,521,390NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.357603DistributionYr5Rt
Total Distribution1.784763TotalDistributionRt
Average Distribution0.356953AverageDistributionRt
Net Vl Noncharitable Assets$31,256,797NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,157,207AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,906NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,164,113AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,321,353QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,811InvestmentIncomeExciseTaxAmt
Subtotal$13,811SubtotalAmt
Tax Based On Investment Income$13,811TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,328EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$28,328TotalPaymentsAndCreditsAmt
Overpayment$14,517OverpaymentAmt
Applied To ES Tax$14,517AppliedToESTaxAmt
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$24,171,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,597,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,963,158FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,732,789TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$31,732,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$475,992CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,256,797NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,562,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,562,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,811TaxBasedOnInvestmentIncomeAmt
Total Tax$13,811TotalTaxAmt
Distributable Before Adj$1,549,029DistributableBeforeAdjAmt
Distributable Before Ded$1,549,029DistributableBeforeDedAmt
Distributable As Adjusted$1,549,029DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,321,353ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$7,321,353QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,321,353AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,549,029DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,952,245ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,788,191ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,245,997ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,201,596ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,830,188ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,018,217TotalExcessDistributionCyovAmt
Qualifying Distributions$7,321,353QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,549,029AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,772,324RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,790,541TotalCorpusAmt
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$6,952,245ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,838,296ExcessDistriCyovToNextYrAmt
Excess From Year4$6,788,191ExcessFromYear4Amt
Excess From Year3$7,245,997ExcessFromYear3Amt
Excess From Year2$5,201,596ExcessFromYear2Amt
Excess From Year1$5,830,188ExcessFromYear1Amt
Excess From Current Year$5,772,324ExcessFromCurrentYearAmt

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 (105 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 CLUB OF CHICAGO
875 N MICHIGAN AVENUE SUITE 1351CHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$100,000
1000 FRIENDS OF FLORIDA
PO BOX 5948TALLAHASSEEFL323145948NONEPCGENERAL CHARITABLE OPERATIONS$2,000
ACCELERATE INSTITUTE
150 N MICHIGAN AVENUE SUITE 2100CHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$150,000
ACCESS LIVING
115 W CHICAGO AVENUECHICAGOIL60654NONEPCGENERAL CHARITABLE OPERATIONS$25,000
ADLER PLANETARIUM & ASTRONOMY MUSEUM
1300 S LAKE SHORE DRIVECHICAGOIL606052403NONEPCGENERAL CHARITABLE OPERATIONS$26,000
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 ACADEMY OF ARTS & SCIENCES
136 IRVING STREETCAMBRIDGEMA02138NONEPCGENERAL CHARITABLE OPERATIONS$25,000
AMERICAN DIABETES ASSOCIATION
55 E MONROE STREET SUITE 3420CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$50,000
AMERICAN RED CROSS
THE RAUNER CENTER 2200 W HARRISON SCHICAGOIL60612NONEPCGENERAL CHARITABLE OPERATIONS$10,000TREET
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$122,000
AURORA UNIVERSITY
357 S GLADSTONE AVEAURORAIL605069975NONEPCGENERAL CHARITABLE OPERATIONS$25,000
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
BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL
8751 CALUMET AVENUEMUNSTERIN46321NONEPCGENERAL CHARITABLE OPERATIONS$10,000
BRAIN RESEARCH FOUNDATION
111 W WASHINGTON STREET SUITE 1710CHICAGOIL60602NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CARA CHICAGO
237 S DESPLAINES STREETCHICAGOIL60661NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCGENERAL CHARITABLE OPERATIONS$7,500
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$25,000AVENUE SUITE 1400
CHICAGO FIRE DEPARTMENT FOUNDATION
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$25,000
CHICAGO FOUNDATION FOR WOMEN
140 S DEARBORN STREET SUITE 400CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$1,000
CHICAGO HISTORICAL SOCIETY
1601 N CLARK STREETCHICAGOIL60614NONEPCSUPPORT CHICAGO HISTORY MUSEUM$29,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE SUITE 204CHICAGOIL60602NONEPCGENERAL CHARITABLE OPERATIONS$5,000
CHICAGO SHAKESPEARE THEATER
800 E GRAND AVENUECHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CHILDREN'S HOME & AID SOCIETY
125 S WACKER DRIVE 14TH FLOORCHICAGOIL606064475NONEPCGENERAL CHARITABLE OPERATIONS$10,000
CLEARBROOK
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$50,000
CONCERN WORLDWIDE
332 S MICHIGAN AVENUE 9TH FLOORCHICAGOIL60604NONEPCGENERAL CHARITABLE OPERATIONS$20,000
CRISIS CENTER INC
101 N MONTGOMERY STREETGARYIN46403NONEPCGENERAL CHARITABLE OPERATIONS$10,000
DECLAN DRUMM SULLIVAN MEMORIAL FUND
C/O HORIZONS FOR YOUTH 703 W MONROECHICAGOIL60661NONEPCSUPPORT CHILDREN$1,000STREET
DEPAUL UNIVERSITY SCHOOL OF MUSIC
804 W BELDEN AVENUECHICAGOIL606143280NONEPCGENERAL CHARITABLE OPERATIONS$25,000
DIOCESE OF PALM BEACH
9995 N MILITARY TRAILPALM BEACH GARDENSFL334109650NONEPCSUPPORT CATHOLIC FAITH$50,000
EISENHOWER FOUNDATION
200 SE 4TH STREETABILENEKS67410NONEPCGENERAL CHARITABLE OPERATIONS$25,000
ENCHANTED BACKPACK
155 N WACKER DRIVE SUITE 1680CHICAGOIL60606NONEPOFGENERAL CHARITABLE OPERATIONS$25,000
ERIE ELEMENTARY CHARTER SCHOOL
1405 N WASHTENAW AVECHICAGOIL60622NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE FIELD MUSEUM
1400 S LAKE SHORE DRIVECHICAGOIL60605NONEPCPROGRAM SUPPORT$25,000
FOREFRONT
208 S LASALLE SUITE 1540CHICAGOIL606041006NONEPCGENERAL CHARITABLE OPERATIONS$16,000
FRIENDS OF NOTRE-DAME DE PARIS
PO BOX 823926PHILADELPHIAPA191823926NONEPCGENERAL CHARITABLE OPERATIONS$255,000
FRIENDS OF PRENTICE
251 EAST HURON STREET SUITE 3-200CHICAGOIL606112908NONESO III NFIGENERAL CHARITABLE OPERATIONS$25,000
THE GARDEN CONSERVANCY
PO BOX 219COLD SPRINGNY10516NONEPCGENERAL CHARITABLE OPERATIONS$5,000
COMER EDUCATION CAMPUS (FKA GARY COMER YOUTH CENTER)
7200 S INGLESIDE AVENUECHICAGOIL60619NONEPCGENERAL CHARITABLE OPERATIONS$25,000
GENEVA LAKE CONSERVANCY
398 MILL STREET PO BOX 588FONTANAWI53125NONEPCGENERAL CHARITABLE OPERATIONS$10,000
GENEVA LAKE SAILING SCHOOL
1250 S LAKESHORE DRIVEFONTANAWI53125NONEPCGENERAL CHARITABLE OPERATIONS$2,500
GILLETTE CHILDREN'S SPECIALTY HEALTHCARE
200 UNIVERSITY AVENUE EASTST PAULMN55101NONEPCSUPPORT CHILDREN'S HEALTHCARE & NEEDS$10,000
GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA
20 S CLARK SUITE 200CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$10,000
THE GOODMAN THEATRE
170 N DEARBORN STREETCHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$10,000
GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
PO BOX 210WILLIAMS BAYWI531910210NONEPCGENERAL CHARITABLE OPERATIONS$2,000
GREATER NEW YORK COUNCILS BOY SCOUTS OF AMERICA
400 E ILLINOIS ROADLAKE FORESTIL60045NONEPCGENERAL CHARITABLE OPERATIONS$25,000
HARRIS THEATER FOR MUSIC & DANCE
350 FIFTH AVENUE SUITE 7820NEW YORKNY101180350NONEPCGENERAL CHARITABLE OPERATIONS$5,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11 OS 3CENTER CITYMN55012NONEPCGENERAL CHARITABLE OPERATIONS$25,000
HOLY FAMILY MINISTRIES
550 W FRONTAGE ROAD 2820NORTHFIELDIL60093NONEPCGENERAL CHARITABLE OPERATIONS$2,500
ILLINOIS EXECUTIVE MANSION ASSOCIATION
PO BOX 5444SPRINGFIELDIL62705NONEPCGENERAL CHARITABLE OPERATIONS$25,000
ILLINOIS INSTITUTE OF TECHNOLOGY
10 W 35TH STREET SUITE 1700CHICAGOIL60616NONEPCGENERAL CHARITABLE OPERATIONS$50,000
THE IRELAND FUNDS
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NONEPCGENERAL CHARITABLE OPERATIONS$50,000
JUPITER ISLAND GARDEN CLUB INC
PO BOX 1410HOBE SOUNDFL33475NONEPCGENERAL CHARITABLE OPERATIONS$1,400
JUPITER ISLAND MEDICAL CLINIC INC
100 ESTRADA SQUAREHOBE SOUNDFL33455NONEPCGENERAL CHARITABLE OPERATIONS$1,000
KAPPA KAPPA GAMMA FOUNDATION
6640 RIVERSIDE DRIVE SUITE 200DUBLINOH430179853NONEPCGENERAL CHARITABLE OPERATIONS$2,000
THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
PO BOX 101510ARLINGTONVA22210NONEPCGENERAL CHARITABLE OPERATIONS$150,000
LAKE GENEVA FRESH AIR ASSOCIATION
PO BOX 10 351 N LAKE SHORE DRIVEWILLIAMS BAYWI53191NONEPCGENERAL CHARITABLE OPERATIONS$3,000
LAND TRUST NETWORK
PO BOX 142WATERTOWNWI53094NONEPCGENERAL CHARITABLE OPERATIONS$2,500
L'ARCHE CHICAGO
1011 LAKE STREET SUITE 403CHICAGOIL60301NONEPCGENERAL CHARITABLE OPERATIONS$6,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
500 E MADISON STREET SUITE 200SPRINGFIELDIL62701NONEPCGENERAL CHARITABLE OPERATIONS$25,000
LOOKING GLASS THEATRE
875 N MICHIGAN AVENUE SUITE 1430CHICAGOIL60611NONEPCSUPPORT EDUCATION & COMMUNITY PROGRAMS$50,000
LOYOLA ACADEMY
1100 N LARAMIE AVENUEWILMETTEIL60091NONEPCGENERAL CHARITABLE OPERATIONS$400,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVECHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$328,600
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCMAGNIFICENT ART FORM CONTINUATION$500,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON STREET SUITE 400ALEXANDRIAVA22314NONEPCGENERAL CHARITABLE OPERATIONS$50,000
MARTIN HEALTH FOUNDATION
PO BOX 9010STUARTFL34995NONEPCGENERAL CHARITABLE OPERATIONS$10,000
MERIT SCHOOL OF MUSIC
35 S PEORIA STREETCHICAGOIL60607NONEPCGENERAL CHARITABLE OPERATIONS$10,000
THE METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPCGENERAL CHARITABLE OPERATIONS$10,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN STREET SUITE 1400CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$25,000
METROSQUASH
6100 S COTTAGE GROVE AVENUECHICAGOIL60637NONEPCGENERAL CHARITABLE OPERATIONS$40,000
MIDTOWN EDUCATIONAL FOUNDATION
718 S LOOMIS STREETCHICAGOIL60607NONEPCGENERAL CHARITABLE OPERATIONS$1,000
MILLENNIUM PARK FOUNDATION
201 E RANDOLPH STREETCHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$10,000
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$50,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVENUECHICAGOIL606404407NONEPCGENERAL CHARITABLE OPERATIONS$6,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NONEPCGENERAL CHARITABLE OPERATIONS$430,000
NORTHWESTERN UNIVERSITY GLOBAL HEALTH INITIATIVE
420 E SUPERIOR 9TH FLOORCHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$100,000
OLD ELM SCHOLARSHIP FOUNDATION
800 OLD ELM ROADHIGHLAND PARKIL60035NONEPCGENERAL CHARITABLE OPERATIONS$2,000
OLD ST PATRICK'S CHURCH
700 W ADAMS STREETCHICAGOIL60606NONEPCSUPPORT CATHOLIC FAITH$35,000
PEGGY NOTEBAERT NATURE MUSEUM
2430 N CANNON DRIVECHICAGOIL60614NONEPCCHARITABLE FOR NATURE EDUCATION$25,000
PRITZKER MILITARY MUSEUM & LIBRARY
104 S MICHIGAN AVE SUITE 400CHICAGOIL60603NONEPCGENERAL CHARITABLE OPERATIONS$25,000
PROVIDENCE ST MEL SCHOOL
119 S CENTRAL PARK BOULEVARDCHICAGOIL60624NONEPCGENERAL CHARITABLE OPERATIONS$10,000
ROYAL OAK FOUNDATION
20 W 44TH STREET SUITE 606NEW YORKNY100366603NONEPCGENERAL 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$40,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUE FNIANCE DEPT MV 34PHILADELPHIAPA191311395NONEPCGENERAL CHARITABLE OPERATIONS$25,0000
SAINTS FAITH HOPE & CHARITY
191 LINDEN STREETWINNETKAIL600933832NONEPCSUPPORT CATHOLIC FAITH$50,000
SHIRLEY RYAN ABILITYLAB
355 ERIE STREETCHICAGOIL60611NONEPCCHARITABLE FOR HIGH QUALITY CARE$255,000
ST CHRISTOPHER CATHOLIC CHURCH
12001 SE FEDERAL HIGHWAYHOBE SOUNDFL33455NONEPCSUPPORT CATHOLIC FAITH$50,000
STEPPENWOLF THEATRE COMPANY
1700 N HALSTED STREETCHICAGOIL60614NONEPCGENERAL CHARITABLE OPERATIONS$5,000
TELLIN' TALES THEATRE
360 E RANDOLPH 1006CHICAGOIL60601NONEPCGENERAL CHARITABLE OPERATIONS$1,500
TRI-COUNTY SCHOLARSHIP FUND
14 W MAIN STREETMENDHAMNJ07945NONEPCGENERAL CHARITABLE OPERATIONS$25,000
ROBERT J TURNER FOUNDATION
PO BOX 808NORTHVILLEMI48167NONEPCGENERAL CHARITABLE OPERATIONS$10,000
UNICEF USA
500 N MICHIGAN AVENUE SUITE 1000CHICAGOIL60611NONEPCGENERAL CHARITABLE OPERATIONS$5,000
UNIVERSITY OF NOTRE DAME
405 MAIN BUILDINGNOTRE DAMEIN46556NONEPCGENERAL CHARITABLE OPERATIONS$1,050,000
WINGS
PO BOX 95615PALATINEIL60095NONEPCGENERAL CHARITABLE OPERATIONS$25,000
THE WORKSHOP PROJECT INC
PO BOX 150437BROOKLYNNY112150000NONEPCGENERAL CHARITABLE OPERATIONS$200,000
WTTW11
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPCGENERAL CHARITABLE OPERATIONS$50,000
WTTW WFMT
5400 N ST LOUIS AVENUECHICAGOIL60625NONEPCGENERAL CHARITABLE OPERATIONS$200,000
YMCA OF METROPOLITAN CHICAGO
1030 W VAN BUREN STREETCHICAGOIL60607NONEPCGENERAL CHARITABLE OPERATIONS$50,000
YOUTH & OPPORTUNITY UNITED
1911 CHURCH STREETEVANSTONIL60201NONEPCGENERAL CHARITABLE OPERATIONS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,265,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Shoulders
212 W VAN BUREN SUITE 900CHICAGOIL60601NonePCGeneral Charitable Operations$1,000,000
Cara Chicago
237 S DESPLAINESCHICAGOIL60661NonePCGeneral Charitable Operations$50,000
Friends of Notre-Dame de Paris Inc
PO BOX 823926PHILADELPHIAPA191823926NonePCGeneral Charitable Operations$250,000
Illinois Executive Mansion Association
PO BOX 5444SPRINGFIELDIL62705NonePCGeneral Charitable Operations$25,000
Loyola Academy
1100 N LARAMIE AVENUEWILMETTEIL60091NonePCGeneral Charitable Operations$400,000
Lyric Opera
20 N WACKER DRIVECHICAGOIL60606NonePCGeneral Charitable Operations$450,000
University of Notre Dame - McKenna Hall
405 MAIN BUILDINGNOTRE DAMEIN46556NonePCGeneral Charitable Operations$1,500,000
WTTW
5400 NORTH ST LOUIS AVENUECHICAGOIL60625NonePCGeneral Charitable Operations$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,875,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$644,777ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$413,282ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,246ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Exclusion1ExclusionCd
Exclusion$1,390ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,114,695ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,114,695TotalIncomeProducingActyAmt

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 and Shirley Ryan
1150 N Michigan Ave Suite 2100ChicagoIL60601$55,000Yes (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$1,853,832Yes (X)
SWR 2016 CLAT B
5150 N Michigan Ave Suite 2100ChicagoIL60601$1,089,525Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,900Amt
Net Investment Income$1,450NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Publicly Traded Securities$1,033,204$1,081,150-$47,946
ST Capital Gain Distribution$20,044$20,044
LT Capital Gain Distribution$89,327$89,327
Non-Dividend Distribution$6,179-$6,179

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AON PLC$9,518,020$9,518,020
PERSHING$8,054,955$8,054,955
CHARLES SCHWAB$11,210,723$11,210,723

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemROUNDTABLE CAP FUND IICategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,394,738BookValueAmt
EOYFMV$1,963,158EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$54,978LegalFeesAmt
Disbursements Charitable Prps$54,978DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$850$850
ANNUAL REPORTING FEES$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$1,390RevenueAndExpensesPerBooksAmt
Net Investment Income$1,390NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gain on securitiesDesc
Amt$8,242,213Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPERSHING INV. MANAGEMENT FEECategoryTxt
Amt$27,349Amt
Net Investment Income$27,349NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PGR 2016 CLAT A
150 N Michigan Ave Suite 2100ChicagoIL60601
SWR 2016 CLAT A
150 N Michigan Ave Suite 2100ChicagoIL60601
PGR 2016 CLAT B
150 N Michigan Ave Suite 2100ChicagoIL60601
SWR 2016 CLAT B
150 N Michigan Ave Suite 2100ChicagoIL60601

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtNet Investment IncomeNetInvestmentIncomeAmtAmtAmt
FOREIGN TAXES PAID$2,699
Excise Tax Paid$37,560

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