PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-08
- IRS object ID
- 201941899349100304
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-08T10:00:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363305162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK G AND SHIRLEY W RYAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 3128936600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N Michigan Ave 2100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shirley W Ryan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Danielle Tewes | PreparerPersonNm |
| PTIN | P01327423 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,734,390 | 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 | $12,428,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $638,098 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $750,052 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $349,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,337 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,670,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,351,300 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,262 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $875 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,124,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,124,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,162,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,125,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,508,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,314,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $200,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,557 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,404,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,478,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,478,557 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,273,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,344,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,076,276 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,877,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,002,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,734,390 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,877,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,002,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,877,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,002,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,877,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,002,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,877,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,508,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,386,270 | SubtotalAmt |
| Other Decreases | $1,383,382 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,002,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $300,325 | $221,047 | $79,278 | $0 | $79,278 |
| LT CAPITAL GAIN DISTRIBUTION | $147,059 | $147,059 | $0 | $147,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,337 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,091,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,224,287 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.334278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,189,095 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,131,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.428042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,751,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,611,923 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.395257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,053,708 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,521,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.357603 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,981,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,240,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097916 | DistributionYr5Rt |
| Total Distribution | 1.613096 | TotalDistributionRt |
| Average Distribution | 0.322619 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,431,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,527,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,540,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,125,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,285 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,285 | SubtotalAmt |
| Tax Based On Investment Income | $26,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,302 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,560 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,862 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,577 | OverpaymentAmt |
| Applied To ES Tax | $7,577 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA EPHRAIM | IndividualWithBooksNm |
| Phone | 3128936600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N MICHIGAN AVE SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK G RYAN JR | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| ROBERT JW RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| CORBETT MW RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Director | 1.000 | $0 | $0 | $0 |
| SHIRLEY W RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | President & Treasurer | 1.000 | $0 | $0 | $0 |
| PATRICK G RYAN | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Chairman & Vice President | 1.000 | $0 | $0 | $0 |
| MARY IGNELL | ||||||||
| 150 N Michigan Ave | Chicago | IL | 606017559 | Secretary & Director | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,448,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,309,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,076,276 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,833,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,833,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $402,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,431,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,321,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,321,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,285 | TotalTaxAmt |
| Distributable Before Adj | $1,295,287 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,295,287 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,295,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,125,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,125,475 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,125,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,295,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,043,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,952,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,788,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,245,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,201,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,231,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,125,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,295,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,830,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,061,909 | 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 | $1,043,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,018,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,952,245 | ExcessFromYear4Amt |
| Excess From Year3 | $6,788,191 | ExcessFromYear3Amt |
| Excess From Year2 | $7,245,997 | ExcessFromYear2Amt |
| Excess From Year1 | $5,201,596 | ExcessFromYear1Amt |
| Excess From Current Year | $5,830,188 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,125,475 | CurrentYearAmt |
| Year1 | $6,102,396 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $13,227,871 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,125,475 | CurrentYearAmt |
| Year1 | $6,102,396 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $13,227,871 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Shirley W Ryan President | ContributingManagerNm |
| Contributing Manager | Patrick G Ryan Vice President | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 CLUB OF CHICAGO | ||||||||
| 875 N MICHIGAN AVENUE SUITE 1351 | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| A BETTER CHICAGO | ||||||||
| 600 W VAN BUREN STREET SUITE 510 | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $300,000 | |
| ACCESS LIVING | ||||||||
| 115 W CHICAGO AVENUE | CHICAGO | IL | 60654 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| ADLER PLANETARIUM & ASTRONOMY MUSEUM | ||||||||
| 1300 S LAKE SHORE DRIVE | CHICAGO | IL | 606052403 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 E RANDOLPH STREET | CHICAGO | IL | 60601 | None | PC | IMPACT LIVES OF CHICAGO TEENS | $50,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| AMERICAN RED CROSS CHICAGO & NORTHERN ILLINOIS | ||||||||
| THE RAUNER CENTER 2200 W HARRISON S | CHICAGO | IL | 60612 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | TREET |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $283,800 | |
| BEARS CARE | ||||||||
| 1920 FOOTBALL DRIVE | LAKE FOREST | IL | 60045 | None | PC | EDUCATIONAL/CHARITABLE SUPPORT | $10,000 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 W JACKSON BOULEVARD SUITE 900 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $95,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 W VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $800,000 | |
| BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL | ||||||||
| 8751 CALUMET AVENUE | MUNSTER | IN | 46321 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||
| 1030 15th STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CARA CHICAGO | ||||||||
| 237 S DESPLAINES STREET | CHICAGO | IL | 60661 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CATHOLIC EXTENSION SOCIETY | ||||||||
| 150 S WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60606 | None | PC | SUPPORT CATHOLIC FAITH | $25,000 | |
| CATHOLIC THEOLOGICAL UNION | ||||||||
| 5401 S CORNELL AVENUE | CHICAGO | IL | 60615 | None | PC | SUPPORT CATHOLIC FAITH | $5,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CHICAGO COMMUNITY FOUNDATION | ||||||||
| ONE CHICAGO FUND/MAGGIE DALEY PARK | CHICAGO | IL | 60601 | None | PC | MAGGIE DALEY PARK | $50,000 | 225 N MICHIGAN AVENUE SUITE 2200 |
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | ||||||||
| TWO PRUDENTIAL PLAZA 180 N STETSON | CHICAGO | IL | 60601 | None | PC | STRATEGIC PLAN FOR GLOBAL AFFAIRS | $125,000 | AVENUE SUITE 1400 |
| CHICAGO FIRE DEPARTMENT FOUNDATION | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| CHICAGO FOUNDATION FOR EDUCATION | ||||||||
| 1 N LASALLE STREET SUITE 1675 | CHICAGO | IL | 60602 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| CHICAGO HISTORICAL SOCIETY | ||||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | None | PC | SUPPORT CHICAGO HISTORY MUSEUM | $50,000 | |
| CHICAGO HUMANITIES FESTIVAL | ||||||||
| 203 N DEARBORN SUITE 2020 | CHICAGO | IL | 606012417 | None | PC | SUPPORT HUMANITIES | $2,500 | |
| CHICAGO POLICE MEMORIAL FOUNDATION | ||||||||
| 1407 W WASHINGTON BOULEVARD | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $250 | |
| CHICAGO SHAKESPEARE THEATRE | ||||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CHILDREN'S HOME & AID SOCIETY | ||||||||
| 125 S WACKER DRIVE 14TH FLOOR | CHICAGO | IL | 606064475 | None | PC | GENERAL CHARITABLE OPERATIONS | $15,100 | |
| CLEARBROOK | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY STREET | GARY | IN | 46403 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| DECLAN DRUMM SULLIVAN MEMORIAL FUND | ||||||||
| C/O HORIZONS FOR YOUTH 703 W MONROE | CHICAGO | IL | 60661 | None | PC | SUPPORT CHILDREN | $2,500 | STREET |
| ELLIS MARSALIS CENTER FOR MUSIC INC | ||||||||
| 1901 BARTHOLOMEW STREET | NEW ORLEANS | LA | 70117 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| ERIE ELEMENTARY CHARTER SCHOOL | ||||||||
| 1405 N WASHTENAW AVE | CHICAGO | IL | 60622 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| FIELD MUSEUM (WB) | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | None | PC | PROGRAM SUPPORT | $25,000 | |
| FOREFRONT | ||||||||
| 208 S LASALLE SUITE 1540 | CHICAGO | IL | 606041006 | None | PC | GENERAL CHARITABLE OPERATIONS | $17,363 | |
| FREEDOM GOLF ASSOCIATION | ||||||||
| 504 BURR RIDGE CLUB DRIVE | BURR RIDGE | IL | 60527 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| FRIENDS OF PRENTICE | ||||||||
| 251 EAST HURON STREET SUITE 3-200 | CHICAGO | IL | 606112908 | None | SO III NFI | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| GARY COMER YOUTH CENTER | ||||||||
| 7200 S INGLESIDE AVENUE | CHICAGO | IL | 60619 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| GENEVA LAKE CONSERVANCY | ||||||||
| 398 MILL STREET PO BOX 588 | FONTANA | WI | 53125 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| GEORGE WILLIAMS COLLEGE OF AURORA UNIVERSITY | ||||||||
| PO BOX 210 | WILLIAMS BAY | WI | 531910210 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| GILLETTE CHILDREN'S SPECIALTY HEALTHCARE | ||||||||
| 200 UNIVERSITY AVENUE EAST | ST PAUL | MN | 55101 | None | PC | SUPPORT CHILDREN'S HEALTHCARE & NEEDS | $10,000 | |
| GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA | ||||||||
| 20 S CLARK SUITE 200 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIATION | ||||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,000 | |
| GREATER NEW YORK COUNCILS BOY SCOUTS OF AMERICA | ||||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 101180350 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND | ||||||||
| 850 SEVENTH AVENUE PH-B | NEW YORK | NY | 10019 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 OS 3 | CENTER CITY | MN | 55012 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| HOBE SOUND COMMUNITY CHEST INC | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| HOLY FAMILY MINISTRIES | ||||||||
| 550 W FRONTAGE ROAD 2820 | NORTHFIELD | IL | 60093 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| HORTICULTURAL HALL | ||||||||
| 330 BROAD STREET PO BOX 71 | LAKE GENEVA | WI | 53147 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,500 | |
| ILLINOIS EXECUTIVE MANSION ASSOCIATION | ||||||||
| PO BOX 5444 | SPRINGFIELD | IL | 62705 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | None | PC | GENERAL CHARITABLE OPERATIONS | $200,000 | |
| LAKE GENEVA FRESH AIR ASSOCIATION | ||||||||
| PO BOX 10 351 N LAKE SHORE DRIVE | WILLIAMS BAY | WI | 53191 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| LAND TRUST NETWORK | ||||||||
| PO BOX 142 | WATERTOWN | WI | 53094 | None | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| THE LINCOLN PARK ZOOLOGICAL SOCIETY | ||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| LOOKING GLASS THEATRE | ||||||||
| 875 N MICHIGAN AVENUE SUITE 1430 | CHICAGO | IL | 60611 | None | PC | SUPPORT EDUCATION & COMMUNITY PROGRAMS | $5,000 | |
| LOYOLA ACADEMY | ||||||||
| 1100 N LARAMIE AVENUE | WILMETTE | IL | 60091 | None | PC | GENERAL CHARITABLE OPERATIONS | $400,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | None | PC | MAGNIFICENT ART FORM CONTINUATION | $550,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 35 S PEORIA STREET | CHICAGO | IL | 60607 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| METROPOLITAN PLANNING COUNCIL | ||||||||
| 140 S DEARBORN STREET SUITE 1400 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| METROSQUASH | ||||||||
| 6100 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60637 | None | PC | GENERAL CHARITABLE OPERATIONS | $42,500 | |
| MILLENNIUM PARK FOUNDATION | ||||||||
| 201 E RANDOLPH STREET | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1211 W 22ND STREET SUITE 620 | OAK BROOK | IL | 60523 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 N RAVENSWOOD AVENUE | CHICAGO | IL | 606404407 | None | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT | ||||||||
| 2001 SHERIDAN ROAD | EVANSTON | IL | 60208 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | None | PC | GENERAL CHARITABLE OPERATIONS | $401,000 | |
| NORTHWESTERN UNIVERSITY SCHOOL OF LAW | ||||||||
| 375 E CHICAGO AVENUE | CHICAGO | IL | 606113069 | None | PC | GENERAL CHARITABLE OPERATIONS | $20,000 | |
| NORTHWESTERN UNIVERSITY GLOBAL HEALTH INITIATIVE | ||||||||
| 420 E SUPERIOR 9TH FLOOR | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| OPENLANDS | ||||||||
| 25 E WASHINGTON STREET SUITE 1650 | CHICAGO | IL | 60602 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| PEGGY NOTEBAERT NATURE MUSEUM | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | None | PC | CHARITABLE FOR NATURE EDUCATION | $25,000 | |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| 119 S CENTRAL PARK BOULEVARD | CHICAGO | IL | 60624 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| ROYAL OAK FOUNDATION | ||||||||
| 20 W 44TH STREET SUITE 606 | NEW YORK | NY | 100366603 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| SACRED HEART CHURCH | ||||||||
| 1077 TOWER ROAD | WINNETKA | IL | 60093 | None | PC | SUPPORT CATHOLIC FAITH | $25,000 | |
| SACRED HEART SCHOOLS | ||||||||
| 6250 N SHERIDAN ROAD | CHICAGO | IL | 606601799 | None | PC | GENERAL CHARITABLE OPERATIONS | $899,337 | |
| SAINT BENEDICT CATHOLIC CHURCH | ||||||||
| 137 DEWEY AVENUE | FONTANA | WI | 53125 | None | PC | SUPPORT CATHOLIC FAITH | $25,000 | |
| SAINT FRANCIS DE SALES CHURCH | ||||||||
| 148 MAIN STREET | LAKE GENEVA | WI | 53147 | None | PC | SUPPORT CATHOLIC FAITH | $15,000 | |
| SAINTS FAITH HOPE & CHARITY | ||||||||
| 191 LINDEN STREET | WINNETKA | IL | 600933832 | None | PC | SUPPORT CATHOLIC FAITH | $25,000 | |
| SCHOOL OF THE ART INSTITUTE OF CHICAGO | ||||||||
| 37 S WABASH SUITE 814 | CHICAGO | IL | 60603 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 ERIE STREET | CHICAGO | IL | 60611 | None | PC | CHARITABLE FOR HIGH QUALITY CARE | $1,000,000 | |
| SPENCER EDUCATIONAL FOUNDATION | ||||||||
| 1407 BROADWAY 29TH FLOOR | NEW YORK | NY | 10018 | None | PC | GENERAL CHARITABLE OPERATIONS | $40,000 | |
| ST CHRISTOPHER CATHOLIC CHURCH | ||||||||
| 12001 SE FEDERAL HIGHWAY | HOBE SOUND | FL | 33455 | None | PC | SUPPORT CATHOLIC FAITH | $20,000 | |
| STEPPENWOLF THEATRE COMPANY | ||||||||
| 1700 N HALSTED STREET | CHICAGO | IL | 60614 | None | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| THE IRELAND FUNDS | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| TUESDAY'S CHILDREN | ||||||||
| 10 ROCKEFELLER CENTER SUITE 1007 | NEW YORK | NY | 10020 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| UA FOUNDATION DRC | ||||||||
| 1224 E LOWELL STREET | TUCSON | AZ | 85721 | None | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| UJA-FEDERATION | ||||||||
| 130 E 59TH STREET 929A | NEW YORK | NY | 10022 | None | PC | GENERAL CHARITABLE OPERATIONS | $15,000 | |
| UNICEF USA | ||||||||
| 500 N MICHIGAN AVENUE SUITE 1000 | CHICAGO | IL | 60611 | None | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||
| 333 S WABASH AVENUE 30TH FLOOR | CHICAGO | IL | 60604 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | None | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| URBAN GATEWAYS | ||||||||
| 205 W RANDOLPH STREET SUITE 1700 | CHICAGO | IL | 60606 | None | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| WINGS | ||||||||
| PO BOX 95615 | PALATINE | IL | 60095 | None | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| WORLD SPORT CHICAGO | ||||||||
| 307 N MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60601 | None | PC | GENERAL CHARITABLE OPERATIONS | $166,250 | |
| WTTW11 | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | None | PC | GENERAL CHARITABLE OPERATIONS | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,124,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Big Shoulders | |||||||
| 212 W VAN BUREN SUITE 900 | CHICAGO | IL | 60601 | None | PC | General Charitable Operations | $1,000,000 |
| Cara Chicago | |||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | None | PC | General Charitable Operations | $50,000 |
| Illinois Executive Mansion Association | |||||||
| PO BOX 5444 | SPRINGFIELD | IL | 62705 | None | PC | General Charitable Operations | $25,000 |
| Loyola Academy | |||||||
| 1100 N LARAMIE AVENUE | WILMETTE | IL | 60091 | None | PC | General Charitable Operations | $400,000 |
| Lyric Opera | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | None | PC | General Charitable Operations | $450,000 |
| Metro Squash NFP | |||||||
| 6100 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60637 | None | PC | General Charitable Operations | $40,000 |
| Northwestern University - Garage | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | None | PC | General Charitable Operations | $400,000 |
| Royal Oak Foundation | |||||||
| 20 W 44TH STREET SUITE 606 | NEW YORK | NY | 10036 | None | PC | General Charitable Operations | $10,000 |
| University of Notre Dame - McKenna Hall | |||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | None | PC | General Charitable Operations | $1,000,000 |
| WTTW | |||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | None | PC | General Charitable Operations | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,575,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $638,098 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,242,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,242,469 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SWR Living Trust | ||||||
| 1 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $1,850,000 | Yes (X) |
| PGR Living Trust | ||||||
| 2 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $1,850,000 | Yes (X) |
| PGR 2016 CLAT A | ||||||
| 3 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $3,137,539 | Yes (X) |
| SWR 2016 CLAT A | ||||||
| 4 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $3,137,814 | Yes (X) |
| PGR 2016 CLAT B | ||||||
| 5 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $1,544,860 | Yes (X) |
| SWR 2016 CLAT B | ||||||
| 6 | 150 N Michigan Ave Suite 2100 | Chicago | IL | 60601 | $907,937 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $300,325 | $221,047 | $79,278 |
| ST CAPITAL GAIN DIST | $28,884 | $28,884 | |
| LT CAPITAL GAIN DIST | $147,059 | $147,059 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AON PLC | $6,642,371 | $6,642,371 |
| PERSHING | $6,637,242 | $6,637,242 |
| CHARLES SCHWAB | $5,198,944 | $5,198,944 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROUNDTABLE CAP FUND II | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,344,774 | BookValueAmt |
| EOYFMV | $5,076,276 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on securities | Desc |
| Amt | $1,383,382 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $850 | $850 | |
| ANNUAL REPORTING FEES | $25 | $25 | |
| Non-dividend Distribution | $3,671 | $3,671 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERSHING INV. MANAGEMENT FEE | CategoryTxt |
| Amt | $27,237 | Amt |
| Net Investment Income | $27,237 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Net Investment Income | $3,262 | NetInvestmentIncomeAmt |
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