CME GROUP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CME GROUP FOUNDATION (EIN 45-0575574)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349100348
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T12:47:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450575574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CME GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMEG | BusinessNameControlTxt |
| Phone | 3129303292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KASSIE DAVIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3129303292 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY CONRAD | PreparerPersonNm |
| PTIN | P00632050 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.135.146.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 16:24:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,141,218 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,374,028 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $866,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $866,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,109,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,664,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,109,393 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,322 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,356,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,982,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $259,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $141,977 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,207 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $39,207 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,799 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $486,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,554,332 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,554,332 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,040,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,827,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,315,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,805,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,636 | CashBOYAmt |
| Cash EOY | $59,382 | CashEOYAmt |
| Cash EOYFMV | $59,382 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,028,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,686,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,686,911 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $10,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,150 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,192,885 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,815,487 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,815,487 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,242,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,198,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,198,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,901,137 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,619,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,619,581 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,904,586 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,006,081 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,006,081 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $695,207 | OtherAssetsBOYAmt |
| Other Assets EOY | $744,846 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $744,846 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,035,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,141,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,141,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,715 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $33,133 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,715 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,949,755 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,118,503 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,949,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,118,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,035,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,141,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,949,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,315,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,343,563 | OtherIncreasesAmt |
| Subtotal | $45,609,230 | SubtotalAmt |
| Other Decreases | $490,727 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,118,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $29,361,933 | $27,554,666 | $1,807,267 | $1,807,267 |
| PARTNERSHIP INCOME | P | $240,079 | $240,079 | $240,079 | |
| CAPITAL GAINS DIVIDENDS | P | $62,047 | $62,047 | $62,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,109,393 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,914,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,522,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,005,132 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,708,911 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,875,503 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,064,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.231458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,947,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,958,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.232756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,122,954 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,765,950 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.186268 | DistributionYr5Rt |
| Total Distribution | 0.996142 | TotalDistributionRt |
| Average Distribution | 0.199228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,879,162 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,745,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,773,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,827,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,961 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,961 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,845 | OverpaymentAmt |
| Applied To ES Tax | $17,845 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CMEGROUPFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129303292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES P CAREY | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| TERRENCE A DUFFY | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| HOWARD J SIEGEL | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KASSIE DAVIS | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL GLICKMAN | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| TERRY L SAVAGE | ||||||||
| 20 S WACKER DR | CHICAGO | IL | 60606 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S LA SALLE ST STE B-2 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $117,038 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,496,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,974,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,471,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,471,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $592,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,879,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,943,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,943,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,116 | TotalTaxAmt |
| Distributable Before Adj | $1,887,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,887,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,887,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,827,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,827,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,827,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,887,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,307,548 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,110,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,828,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,561,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,205,843 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,014,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,827,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,887,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,939,473 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,953,501 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,307,548 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,645,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,110,829 | ExcessFromYear4Amt |
| Excess From Year3 | $3,828,519 | ExcessFromYear3Amt |
| Excess From Year2 | $3,561,289 | ExcessFromYear2Amt |
| Excess From Year1 | $4,205,843 | ExcessFromYear1Amt |
| Excess From Current Year | $3,939,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||||||
| 3400 NORTH AUSTIN | CHICAGO | IL | 60634 | PC | SCHOOL-BASED PRIMARY GRADES MATH COACHING | $100,000 | |||||
| ADVANCE ILLINOIS NFP | |||||||||||
| 50 E WASHINGTON STREET SUITE 400 | CHICAGO | IL | 606022100 | PC | STRENGTHENING IL'S 60 BY 25 NETWORK | $50,000 | |||||
| AFTER SCHOOL MATTERS INC | |||||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PC | TECHWORLD APPRENTICESHIP PROGRAM | $25,000 | |||||
| AMERICA NEEDS YOU | |||||||||||
| 260 W 39TH STREET STE 701 | NEW YORK | NY | 10018 | PC | AMERICA NEEDS YOU FELLOWS PROGRAM | $25,000 | |||||
| AMERICA NEEDS YOU INC | |||||||||||
| 200 E RANDOLPH STE 63 | CHICAGO | IL | 60654 | PC | FELLOWS PROGRAM | $6,000 | |||||
| AMERICAN FRIENDS OF LUBAVITCH (CHABAD) | |||||||||||
| 2110 LEROY PLACE NW | WASHINGTON | DC | 20008 | PC | NATIONAL MENORAH | $5,000 | |||||
| AMERICAN FRIENDS OF THE UNIVERSITY OF ULSTER INC | |||||||||||
| 1000 N WEST STREET STE 1200 | WILMINGTON | DE | 19801 | PC | DEVELOPING FINANCIAL ENGINEERING PIPELINE NI | $32,500 | |||||
| AUTISM SPEAKS INC | |||||||||||
| 2700 S RIVER ROAD STE 203 | DES PLAINES | IL | 60018 | PC | AUTISM SPEAKS CHIP IN CASINO NIGHT | $5,000 | |||||
| BIG SHOULDERS FUND | |||||||||||
| 212 W VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | PC | DEEPENING CAPACITY WITHIN EARLY MATH COLLABORATIVE | $100,000 | |||||
| BIG SHOULDERS FUND | |||||||||||
| 212 W VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | PC | UNRESTRICTED GRANT - ST. WALTER ELEMENTARY SCHOOL | $25,000 | |||||
| BLACK ENSEMBLE THEATER CORPORATION | |||||||||||
| 4450 N CLARK STREET | CHICAGO | IL | 606405404 | PC | EDUCATIONAL OUTREACH PROGRAMS | $5,000 | |||||
| BLESSINGS IN A BACKPACK INC | |||||||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 40207 | PC | FEEDING KIDS ON THE WEEKENDS | $5,000 | |||||
| BOTTOM LINE INC | |||||||||||
| 500 AMORY STREET SUITE 3 | BOSTON | MA | 021302775 | PC | BOTTOM LINE, CHICAGO REGION SPRING 2019 | $25,000 | |||||
| BRAVEN INCORPORATED | |||||||||||
| 1046 W KINZIE ST NO 301 | CHICAGO | IL | 606426506 | PC | SCALING BRAVEN-CHICAGO | $25,000 | |||||
| BRIGHT PINK | |||||||||||
| 670 N CLARK ST SUITE 2 | CHICAGO | IL | 60654 | PC | PERSONALIZED BREAST AND OVARIAN CANCER PREVENTION | $10,000 | |||||
| CAMBRIDGE IN AMERICA | |||||||||||
| 292 MADISON AVE FL 8 | NEW YORK | NY | 10017 | PC | ANNUAL SERIES CAMBRIDGE GLOBAL ALTERNATIVE FINANCE | $200,000 | |||||
| CAREERS THROUGH CULINARY ARTS PROGRAM (C-CAP) | |||||||||||
| 4948 WEST BUCKSIN TRAIL | PHOENIX | AZ | 85083 | PC | CAREER READINESS PROGRAMS FOR UNDERSERVED YOUTH | $10,000 | |||||
| CATHOLIC BISHOP OF CHICAGO | |||||||||||
| 835 N RUSH ST | CHICAGO | IL | 606112030 | PC | BLENDED LEARNING | $200,000 | |||||
| CENTER FOR INNOVATIONS IN EDUCATION | |||||||||||
| PO BOX 8018 | RANCHO SANTA FE | CA | 920678018 | PC | STEMCONNECTOR MEMBERSHIP | $25,000 | |||||
| CENTER FOR US GLOBAL LEADERSHIP | |||||||||||
| 1129 20TH STREET NW SUITE 600 | WASHINGTON | DC | 200363455 | PC | 2019 TRIBUTE DINNER | $5,000 | |||||
| CHABAD OF CHAMPAIGN-URBANA NFP | |||||||||||
| 509 S 4TH ST | CHAMPAIGN | IL | 61820 | PC | CME TECH LOUNGE | $5,000 | |||||
| CHEDER LUBAVITCH HEBREW DAY SCHOOL INC | |||||||||||
| 5201 HOWARD ST | SKOKIE | IL | 60077 | PC | GENERAL | $15,000 | |||||
| CHICAGO CHILDREN'S MUSEUM | |||||||||||
| 700 E GRAND AVE STE 127 | CHICAGO | IL | 60611 | PC | PLAYING WITH NUMBERS | $100,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | |||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | PROGRESSIVE PATHWAYS TO POST-SECONDARY SUCCESS | $50,000 | |||||
| CHICAGO COMMUNITY FOUNDATION | |||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | FINANCIAL SERVICES PIPELINE | $25,000 | |||||
| CHICAGO FOUNDATION FOR WOMEN | |||||||||||
| 140 SOUTH DEARBORN STREET STE 400 | CHICAGO | IL | 60603 | PC | 34TH ANNUAL LUNCHEON | $5,000 | |||||
| CHICAGO LAWNDALE AMACHI MENTORING PROGRAM (LAMP) | |||||||||||
| 3508 WEST OGDEN | CHICAGO | IL | 60623 | PC | PROPOSED NORTH LAWNDALE STEAM PARTNERHSHIP ACADEMY | $25,000 | |||||
| CHICAGO PRE-COLLEGE SCIENCE & ENGINEERING PROGRAM | |||||||||||
| 5105 S HARPER | CHICAGO | IL | 60615 | PC | CHIS&E SUMMER ENRICHMENT ENGINEERING PROGRAM | $25,000 | |||||
| CHICAGO PUBLIC EDUCATION FUND | |||||||||||
| 200 W ADAMS STREET SUITE 2150 | CHICAGO | IL | 60606 | PC | FUND 5 | $250,000 | |||||
| CHICAGO ZOOLOGICAL SOCIETY | |||||||||||
| 3300 GOLF ROAD | BROOKFIELD | IL | 60513 | PC | CHICAGO BOARD OF TRADE ENDANGERED SPECIES FUND | $10,000 | |||||
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | |||||||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | PC | COMPUTER SCIENCE FOR ALL (CS4ALL) | $200,000 | |||||
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | |||||||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | PC | CHICAGO P12 MATH COLLABORATIVE EXPANSION PROJECT | $100,000 | |||||
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | |||||||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | PC | INDOOR GROWING SPACES FOR MICHELE CLARK & MARSHALL HS | $20,000 | |||||
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | |||||||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | PC | FINANCIAL EDUCATION AND EQUITY DATA MAPPING | $50,000 | |||||
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | |||||||||||
| 42 W MADISON ST | CHICAGO | IL | 60602 | PC | CPS COMPUTER SCIENCE AFTER-SCHOOL CLUBS | $43,000 | |||||
| CHRISTOPHER HOUSE | |||||||||||
| 2507 N GREENVIEW AVE | CHICAGO | IL | 60614 | PC | EARLY MATH FAMILY ENGAGEMENT | $100,000 | |||||
| COLLEGE POSSIBLE | |||||||||||
| 540 FAIRVIEW AVENUE N STE 201 | SAINT PAUL | MN | 55104 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COMMUNITIES IN SCHOOLS OF CHICAGO | |||||||||||
| 815 W VAN BUREN ST SUITE 300 | CHICAGO | IL | 606073568 | PC | SUPPORT FOR LLOYD BACHRACHS YES YOU CAN! PROGRAM | $25,000 | |||||
| COMPUTER SCIENCE TEACHERS ASSOCIATION | |||||||||||
| 332 SOUTH MICHIGAN AVENUE 9TH FLOOR | CHICAGO | IL | 60604 | PC | PROFESSIONAL DEVELOPMENT AND CONFERENCE SCHOLARSHIP SUPPORT FOR CHICAGO CS TEACHERS | $25,000 | |||||
| COUNCIL FOR A STRONG AMERICA | |||||||||||
| 1212 NEW YORK AVENUE NW SUITE 300 | WASHINGTON | DC | 200053988 | PC | 2018 GLOBAL BUSINESS SUMMIT ON EARLY CHILDHOOD | $25,000 | |||||
| DECATUR PUBLIC SCHOOLS FOUNDATION | |||||||||||
| 101 WEST CERRO GORDO STREET | DECATUR | IL | 62523 | PC | CREATING MATH CONNECTIONS | $85,000 | |||||
| DEPAUL UNIVERSITY | |||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 606042201 | PC | ELEMENTARY MATH SPECIALIST PIOT | $100,000 | |||||
| DISTINCTIVE SCHOOLS OF ILLINOIS | |||||||||||
| 910 W VAN BUREN SUITE 315 | CHICAGO | IL | 60607 | PC | TRAILBLAZING A PATH FOR COMPUTER SCIENCE FUTURES | $25,000 | |||||
| ERIKSON INSTITUTE | |||||||||||
| 451 N LASALLE ST | CHICAGO | IL | 60654 | PC | MAAM: MATHEMATICS ALL AROUND ME FOR 0-3 CAREGIVERS | $100,000 | |||||
| ETHAN NAMVAR | |||||||||||
| 545 STUDENT SERVICES 1900 | BERKELEY | CA | 947201900 | PC | TO SUPPORT RESEARCH ON MARKET LIQUIDITY AFFECTED BY HIGH FREQUENCY TRADING AND OTHER SPECULATIVE ACTIVITY | $8,000 | |||||
| FOOD RESEARCH & ACTION CENTER INC | |||||||||||
| 1200 18TH STREET NW SUITE 400 | WASHINGTON | DC | 200362527 | PC | HUNGER LIVES HERE | $5,000 | |||||
| FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH | |||||||||||
| 401 9TH STREET NW SUITE 630 | WASHINGTON | DC | 20004 | PC | FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH | $2,500 | |||||
| FRIENDS OF THE QUEENS UNIVERSITY OF BELFAST INC | |||||||||||
| 1900 L STREET NW SUITE 215 | WASHINGTON | DC | 20036 | PC | QUB-CME TEACHER UPSKILLING/PUPIL OUTREACH | $92,000 | |||||
| GASTRO-INTESTINAL RESEARCH FOUNDATION INC | |||||||||||
| 20 W KINZIE 17TH FLOOR | CHICAGO | IL | 606546392 | PC | LARRY A. POGOFSKY ALL STAR CHALLENGE | $3,000 | |||||
| GENESYSWORKS CHICAGO | |||||||||||
| 180 N WABASH AVENUE STE 600 | CHICAGO | IL | 60601 | PC | COLLEGE AND CAREER SUCCESS THROUGH INTERNSHIPS | $25,000 | |||||
| GEORGE W BUSH FOUNDATION | |||||||||||
| PO BOX 600610 | DALLAS | TX | 75208 | PC | ALLIANCE TO REFORM EDUCATION LEADERSHIP (AREL) | $100,000 | |||||
| GOLDEN APPLE FOUNDATION | |||||||||||
| 8 S MICHIGAN AVENUE SUITE 700 | CHICAGO | IL | 60603 | PC | GOLDEN APPLE SCHOLARS EARLY ED. MATH PREPARATION | $50,000 | |||||
| GOVERNORS STATE UNIVERSITY | |||||||||||
| ONE UNIVERSITY PARKWAY | UNIVERSITY PARK | IL | 60484 | PC | PROMOTING K-3 MATH INSTRUCTIONAL EFFECTIVENESS: A CONTENT-BASED, EVIDENCE-DRIVEN PROFESSIONAL DEVELOPMENT PROGRAM ALIGNED WITH CCSS-M | $100,000 | |||||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 606323920 | PC | HUNGER RELIEF EFFORTS IN COOK COUNTY, IL | $5,000 | |||||
| HOOVED ANIMAL HUMANE SOCIETY | |||||||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | PC | FENCING REPAIRS | $3,000 | |||||
| HORIZONS FOR YOUTH | |||||||||||
| 703 WEST MONROE STREET | CHICAGO | IL | 60661 | PC | ON CLOUD NINE 2019 | $5,000 | |||||
| ILLINOIS INSTITUTE OF TECHNOLOGY | |||||||||||
| 3300 S FEDERAL ST | CHICAGO | IL | 60616 | PC | CASE STUDIES ON FUTURE RISK MANAGEMENT | $10,000 | |||||
| ILLINOIS NETWORK OF CHARTER SCHOOLS | |||||||||||
| 150 N MICHIGAN AVENUE SUITE 430 | CHICAGO | IL | 60601 | PC | EXPANDING STEM PROGRAMMING IN THE CHARTER SECTOR | $25,000 | |||||
| ILLINOIS SCIENCE AND TECHNOLOGY INSTITUTE | |||||||||||
| 222 MERCHANDISE MART PLAZA | CHICAGO | IL | 606541103 | PC | STEM CHALLENGE | $25,000 | |||||
| ILLINOIS SCIENCE AND TECHNOLOGY INSTITUTE | |||||||||||
| 222 MERCHANDISE MART PLAZA | CHICAGO | IL | 606541103 | PC | STEM CHALLENGE | $25,000 | |||||
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||||||
| 4801 S LAWNDALE AVENUE | CHICAGO | IL | 60661 | PC | JA WHOLE SCHOOL PROGRAM | $50,000 | |||||
| KOHL CHILDREN'S MUSEUM OF GREATER CHICAGO | |||||||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60025 | PC | EARLY MATH INITIATIVE | $80,000 | |||||
| LATIN SCHOOL OF CHICAGO | |||||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | PC | FUNDING TO SUPPORT THE LATIN FUND | $25,000 | |||||
| LEAP INNOVATIONS | |||||||||||
| 21 S CLARK ST | CHICAGO | IL | 60626 | PC | LEAP INNOVATIONS: CHICAGO'S CENTER OF EXCELLENCE FOR PERSONALIZED LEARNING | $250,000 | |||||
| LOYOLA UNIVERSITY CHICAGO | |||||||||||
| 820 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | PC | STEAHM PILOT COMMUNITY INITIATIVE | $25,000 | |||||
| MATH CIRCLES OF CHICAGO | |||||||||||
| 1034 N WELLS STREET | CHICAGO | IL | 606102513 | PC | MC2 LITTLE VILLAGE SUMMER CAMP 2019 | $10,000 | |||||
| MCKENDREE UNIVERSITY | |||||||||||
| 701 COLLEGE ROAD | LEBANON | IL | 622541291 | PC | READY 4 MATH | $50,000 | |||||
| METROPOLITAN FAMILY SERVICES | |||||||||||
| ONE NORTH DEARBORN | CHICAGO | IL | 60602 | PC | LEARNING LANDSCAPES | $25,000 | |||||
| MISERICORDIA HOME | |||||||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60659 | PC | MISERICORDIA GENERAL OPERATING SUPPORT | $25,000 | |||||
| MONEYTHINK | |||||||||||
| 515 N STATE STREET 14TH FLOOR | CHICAGO | IL | 60654 | PC | COLLEGE FINANCIAL COACHING | $25,000 | |||||
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||||||
| 57TH STREET AND LAKE SHORE DRIVE | CHICAGO | IL | 60637 | PC | FAB YOUTH | $25,000 | |||||
| NEW SCHOOLS FOR CHICAGO NFP | |||||||||||
| 21 S CLARK STREET SUITE 4301 | CHICAGO | IL | 606032022 | PC | SYSTEM INNOVATION FOR WORLD CLASS EDUCATION | $50,000 | |||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 1801 MAPLE AVENUE SUITE 2300 | EVANSTON | IL | 60657 | PC | DILLON MEMORIAL SCHOLARSHIP FOR PRIMARY CARE | $10,000 | |||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 1801 MAPLE AVENUE SUITE 2300 | EVANSTON | IL | 60657 | PC | CULTIVATING CHICAGOS CS LEARNING ECOSYSTEM | $50,000 | |||||
| ONE MILLION DEGREES | |||||||||||
| 180 N WABASH SUITE 310 | CHICAGO | IL | 60601 | PC | ACCELERATING COMMUNITY COLLEGE STUDENT CAREERS | $25,000 | |||||
| PACIFIC GARDEN MISSION | |||||||||||
| 1458 S CANAL STREET | CHICAGO | IL | 60607 | PC | ESSENTIAL SERVICES & LIFE TRANSFORMING PROGRAMS | $5,500 | |||||
| PARTNERSHIP FOR COLLEGE COMPLETION | |||||||||||
| 332 S MICHIGAN 9TH FLOOR | CHICAGO | IL | 60604 | PC | PARTNERSHIP FOR COLLEGE COMPLETION GENERAL OPS | $50,000 | |||||
| PAWS CHICAGO | |||||||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 606144922 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| POSSE FOUNDATION | |||||||||||
| 515 S FIGUEROA SUITE 300 | LOS ANGELES | CA | 90071 | PC | POSSE LOS ANGELES COLLEGE ACCESS AND SUCCESS | $5,000 | |||||
| PROJECT EXPLORATION | |||||||||||
| 4511 S EVANS AVENUE | CHICAGO | IL | 606533520 | PC | CSFORALL ON CHICAGOS WEST SIDE! | $25,000 | |||||
| PROJECT SYNCERE | |||||||||||
| 8247 S CRANDON AVENUE | CHICAGO | IL | 60617 | PC | E-CADEMY | $25,000 | |||||
| SAGA INNOVATIONS | |||||||||||
| 10 LAUDHOLM ROAD | NEWTON | MA | 02458 | PC | SAGA CHICAGO: BLENDED LEARNING MODEL | $50,000 | |||||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 1 SCHOLARSHIP WAY | ST PETER | MN | 560821693 | PC | CME GROUP FOUNDATION SCHOLARS PROG. MANAGMENT FEE | $20,000 | |||||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 1 SCHOLARSHIP WAY | ST PETER | MN | 560821693 | PC | CME GROUP FOUNDATION SCHOLARS PROGRAM | $460,000 | |||||
| SCRIPTED INC | |||||||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | PC | FOUNDATIONS CODING COURSE | $25,000 | |||||
| SOUTHERN ILLINOIS UNIVERSITY | |||||||||||
| 1235 DOUGLAS DRIVE | CARBONDALE | IL | 629012591 | PC | RETURN OF REMAINING GRANT FUNDS | -$16,168 | |||||
| ST JOSEPH HIGH SCHOOL | |||||||||||
| 10900 CERMAK ROAD | WESTCHESTER | IL | 60154 | PC | SUPPORTING TECHNOLOGY IN THE CLASSROOM | $7,500 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | SPECIAL OPPORTUNITIES GRANT | $3,000 | |||||
| TEACH FOR AMERICA - CHICAGO | |||||||||||
| 300 W ADAMS ST 1000 | CHICAGO | IL | 60606 | PC | TEACH FOR AMERICAS IMPACT IN EARLY MATH EDUCATION | $100,000 | |||||
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | |||||||||||
| 1603 WEST TAYLOR ST RM 1085/MC 923 | CHICAGO | IL | 60612 | PC | ELEMENTARY MATHEMATICS SPECIALIST PILOT | $100,000 | |||||
| THE CHICAGO COMMUNITY FOUNDATION | |||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $13,000 | |||||
| THE MIKVA CHALLENGE GRANT FOUNDATION | |||||||||||
| 1220 L ST NORTHWEST SUITE 605 | WASHINGTON | DC | 20005 | PC | EXPANDING MIKVA DC'S YOUTH CIVIC ENGAGEMENT WORK | $10,000 | |||||
| THE POSSE FOUNDATION | |||||||||||
| 111 W JACKSON BLVD STE 1900 | CHICAGO | IL | 60604 | PC | POSSE CHICAGO | $25,000 | |||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | PC | BEDTIME MATH: IMPACT ON CHILDREN'S MATH ANXIETY | $100,000 | |||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | PC | EXPANDING MATH SUPPORTS IN CHICAGO PUBLIC SCHOOLS | $100,000 | |||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | PC | ELEMENTARY MATH SPECIALIST PILOT - U OF C | $100,000 | |||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | PC | ELEMENTARY MATH SPECIALISTS: IL LANDSCAPE SCAN | $77,000 | |||||
| THE UNIVERSITY OF CHICAGO HARRIS SCHOOL OF PUBLIC POLICY | |||||||||||
| 1155 EAST 60TH STREET | CHICAGO | IL | 60637 | PC | NEW AVENUES FOR PARENT MATH ENGAGEMENT: UNDERSTAND | $50,000 | |||||
| TIDES CENTER | |||||||||||
| PO BOX 29907 | SAN FRANSISCO | CA | 941290907 | PC | EARLY MATH RESEARCH AND ACTIVATION | $25,000 | |||||
| UNIVERSITY OF CHICAGO | |||||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | PC | TRENDS IN COMPUTER SCIENCE LEARNING IN CHICAGO | $44,000 | |||||
| UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARCH | |||||||||||
| 1313 EAST 60TH STREET | CHICAGO | IL | 60637 | PC | UNDERSTANDING THE COLLEGE-TO-CAREER TRANSITION | $50,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 802031114 | PC | J.P. MORGAN CENTER FOR COMMODITIES E-PUBLICATIONS | $35,000 | |||||
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||||||
| 1040 WEST HARRISON OFFICE 1246 | CHICAGO | IL | 60607 | PC | MATH AT HOME:MATH MATTERS | $100,000 | |||||
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||||||
| 1305 W GREEN STREET | URBANA | IL | 618012962 | PC | UIC HONORS COLLEGE SCHOLARSHIP AND EMERGENCY FUND | $250,000 | |||||
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 685082886 | PC | CME GROUP FOUNDATION SYMPOSIUM - YEUTTER INSTITUTE | $100,000 | |||||
| WAGENINGEN UNIVERSITY | |||||||||||
| PC | FUTURES MARKET DEPTH | $12,500 | TONGERSESTRAAT 53 | MAASTRICHT | NL | 6211 LM | |||||
| WESTERN ILLINOIS UNIVERSITY | |||||||||||
| WESTERN HALL 209 1 UNIVERSITY | MACOMB | IL | 61455 | PC | TINKERING IN THE LAB: AN INTEGRATIVE AND APPLIED L | $38,000 | CIRCLE | ||||
| WOMENS BUSINESS DEVELOPMENT CENTER | |||||||||||
| 8 S MICHIGAN AVENUE STE 400 | CHICAGO | IL | 60603 | PC | WBDC WBE CERTIFICATION SCHOLARSHIP INITIATIVE | $5,000 | |||||
| WORLD FOOD PROGRAM USA | |||||||||||
| 1725 ST NW STE 510 | WASHINGTON | DC | 20006 | PC | WORLD FOOD PROGRAM USA - GENERAL OPERATING SUPPORT | $5,000 | |||||
| YOUTH JOB CENTER | |||||||||||
| 1114 CHURCH STREET | EVANSTON | IL | 60201 | PC | EXPANSION OF YJCS ISY PROGRAM WITH SWOP | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,554,332 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $866,078 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $7,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,109,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,982,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,982,793 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO MERCANTILE EXCHANGE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,374,028 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND FUNDS | BondNm |
| EOY Book Value | $3,619,581 | EOYBookValueAmt |
| EOYFMV | $3,619,581 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $7,198,780 | EOYBookValueAmt |
| EOYFMV | $7,198,780 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,815,487 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,815,487 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $4,817,149 | $4,817,149 |
| EDUCATION EQUITY INC NOTE RECEIVABLE | AT COST | $188,932 | $188,932 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $78,551 | $43,400 | $43,400 |
| ESCROW ACCOUNT - GRANTS | $616,656 | $701,446 | $701,446 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND SERVICES | $270,397 |
| NET INCOME FROM PARTNERSHIPS | $220,330 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS AND ENTERTAINMENT | $7,837 | $0 | $7,837 |
| OFFICE EXPENSES | $83,962 | $0 | $83,962 |
| PARTNERSHIP EXPENSES FROM SCHEDUE K-1 | $59,942 | $59,942 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $39 | $39 | $39 |
| PARTNERSHIP INCOME | $7,283 | $7,283 | $7,283 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $2,073,166 |
| CONTRIBUTED SERVICES | $270,397 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PENDING INVESTMENT SALES PAYABLE | $16,433 | $0 |
| ACCRUED AUDIT FEES | $16,700 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $141,977 | $0 | $141,977 |
| INVESTMENT MANAGEMENT FEES | $117,038 | $117,038 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $36,614 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments