PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349103296
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T15:12:22-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363305162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK G AND SHIRLEY W RYAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone3128936600PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShirley W RyanPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJackie CoburnPreparerPersonNm
PTINP00244301PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,646,465FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,580,385ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$619,094InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$721,193InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$212,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$234,913DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$119,477NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,314,557GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$119,477CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$8,500OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$6,540,388TotalRevAndExpnssAmt
Total Net Invst Incm$1,075,583TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$875LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$875LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,213AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,416OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,416OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,634TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$2,925OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,047OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$878OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,641TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,185TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$878TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,101,518ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,101,518ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,139,159TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,185TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,102,396TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$401,229ExcessRevenueOverExpensesAmt
Net Investment Income$1,041,398NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,758SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$200,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$200,317SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,463,291CorporateStockBOYAmt
Corporate Stock EOY$13,404,476CorporateStockEOYAmt
Corporate Stock EOYFMV$13,404,476CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$6,200,189OtherInvestmentsBOYAmt
Other Investments EOY$6,273,016OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,041,672OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$17,685,238TotalAssetsBOYAmt
Total Assets EOY$19,877,809TotalAssetsEOYAmt
Total Assets EOYFMV$18,646,465TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$17,685,238RetainedEarningBOYAmt
Retained Earning EOY$19,877,809RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,685,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,877,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,685,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,877,809TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,685,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$401,229ExcessRevenueOverExpensesAmt
Other Increases$1,791,342OtherIncreasesAmt
Subtotal$19,877,809SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,877,809TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$1,314,557$1,248,780$65,777$0$65,777
LT CAPITAL GAIN DISTRIBUTION$27,329$27,329$0$27,329
ST CAPITAL GAIN DISTRIBUTION$26,371$26,371$0$26,371
FieldValueIRS element (for citing)
Capital Gain Net Income$119,477CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,189,095AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,131,542NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.428042DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,751,754AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,611,923NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.395257DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,053,708AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,521,390NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.357603DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,981,875AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,240,605NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.097916DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,385,549AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$32,758,400NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.194929DistributionYr5Rt
Total Distribution1.473747TotalDistributionRt
Average Distribution0.294749AverageDistributionRt
Net Vl Noncharitable Assets$18,224,287NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,371,590AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,414NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,382,004AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,102,396QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,414InvestmentIncomeExciseTaxAmt
Subtotal$10,414SubtotalAmt
Tax Based On Investment Income$10,414TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,716EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$27,716TotalPaymentsAndCreditsAmt
Overpayment$17,302OverpaymentAmt
Applied To ES Tax$17,302AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 N MICHIGAN AVE SUITE 2100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,828,893AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$631,249AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,041,672FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,501,814TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$18,501,814AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$277,527CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,224,287NetVlNoncharitableAssetsAmt
Minimum Investment Return$911,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$911,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,414TaxBasedOnInvestmentIncomeAmt
Total Tax$10,414TotalTaxAmt
Distributable Before Adj$900,800DistributableBeforeAdjAmt
Distributable Before Ded$900,800DistributableBeforeDedAmt
Distributable As Adjusted$900,800DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,102,396ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,102,396QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,414PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,091,982AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$900,800DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,773,881ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,043,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,952,245ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,788,191ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,245,997ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,804,006TotalExcessDistributionCyovAmt
Qualifying Distributions$6,102,396QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$900,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,201,596RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$32,005,602TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,773,881ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,231,721ExcessDistriCyovToNextYrAmt
Excess From Year4$1,043,692ExcessFromYear4Amt
Excess From Year3$6,952,245ExcessFromYear3Amt
Excess From Year2$6,788,191ExcessFromYear2Amt
Excess From Year1$7,245,997ExcessFromYear1Amt
Excess From Current Year$5,201,596ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Total$0TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$6,102,396CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Total$6,102,396TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$6,102,396CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Total$6,102,396TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 CLUB OF CHICAGO
875 N Michigan Ave Suite 1351CHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$100,000
A BETTER CHICAGO
600 W VAN BUREN STREET SUITE 510CHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$25,000
A SAFE HAVEN FOUNDATION
2750 W Roosevelt RdCHICAGOIL60608NonePCGENERAL CHARITABLE OPERATIONS$2,500
ACCELERATE INSTITUTE
150 N MICHIGAN AVENUE SUITE 2100CHICAGOIL60601NonePCGENERAL CHARITABLE OPERATIONS$425,000
ACCESS LIVING
115 WEST CHICAGO AVENUECHICAGOIL60654NonePCGENERAL CHARITABLE OPERATIONS$50,000
ADLER PLANETARIUM & ASTRONOMY MUSEUM
1300 S LAKE SHORE DRIVECHICAGOIL606052403NonePCGENERAL CHARITABLE OPERATIONS$25,000
AFTER SCHOOL MATTERS
66 E RANDOLPH STREETCHICAGOIL60601NonePCIMPACT LIVES OF CHICAGO TEENS$50,000
AMERICAN ACADEMY OF ARTS & SCIENCES
136 IRVING STREETCAMBRIDGEMA02138NonePCGENERAL CHARITABLE OPERATIONS$25,000
AMERICAN RED CROSS CHICAGO & NORTHERN ILLINOIS
2200 W Harrison StCHICAGOIL60612NonePCGENERAL CHARITABLE OPERATIONS$35,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NonePCGENERAL CHARITABLE OPERATIONS$127,000
AURORA UNIVERSITY
PO BOX 210WILLIAMS BAYWI53191NonePCMUSIC BY THE LAKE$25,000
BEARS CARE
1920 FOOTBALL DRIVELAKE FORESTIL60045NonePCEDUCATIONAL/CHARITABLE SUPPORT$10,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD SUITE 900CHICAGOIL60606NonePCGENERAL CHARITABLE OPERATIONS$10,000
BIG SHOULDERS FUND
212 W VAN BUREN SUITE 900CHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$1,000,000
BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL
NW SUBURBAN COUNCIL 600 N WHEELINGMUNSTERIN46321NonePCGENERAL CHARITABLE OPERATIONS$10,000ROAD
CATHOLIC EXTENSION SOCIETY
150 S WACKER DRIVE SUITE 2000CHICAGOIL60606NonePCSUPPORT CATHOLIC FAITH$50,000
CATHOLIC THEOLOGICAL UNION
5401 S CORNELL AVECHICAGOIL60615NonePCSUPPORT CATHOLIC FAITH$25,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NonePCGENERAL CHARITABLE OPERATIONS$10,000
CHICAGO CHILD CARE SOCIETY
5467 S UNIVERSITY AVECHICAGOIL60615NonePCGENERAL CHARITABLE OPERATIONS$1,000
CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVE SUITE 2200CHICAGOIL60601NonePCMAGGIE DALEY PARK$50,000
CHICAGO COUNCIL ON GLOBAL AFFAIRS
332 S MICHIGAN AVENUE SUITE 1100CHICAGOIL60604NonePCSTRATEGIC PLAN FOR GLOBAL AFFAIRS$75,000
CHICAGO HISTORICAL SOCIETY
1601 N CLARK STREETCHICAGOIL60614NonePCSUPPORT CHICAGO HISTORY MUSEUM$26,000
CHICAGO HUMANITIES FESTIVAL
500 N Dearborn Suite 825CHICAGOIL60654NonePCSUPPORT HUMANITIES$2,500
CHICAGO POLICE MEMORIAL FOUNDATION
1407 W Washington BlvdCHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$3,000
CHICAGO PUBLIC LIBRARY
20 N MICHIGAN AVENUE SUITE 204CHICAGOIL60602NonePCSUPPORT CHICAGO PUBLIC LIBRARIES$2,500
CHICAGO SHAKESPEARE THEATRE
800 E GRAND AVENUECHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$50,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$10,000
CHILDREN'S HOME & AID SOCIETY
125 S WACKER DRIVE 14TH FLOORCHICAGOIL606064475NonePCGENERAL CHARITABLE OPERATIONS$10,000
CITY OF HOPE
1500 E Duarte RdDUARTECA91010NonePCGENERAL CHARITABLE OPERATIONS$25,000
CLEARBROOK
1835 W CENTRAL ROADCHICAGOIL60005NonePCGENERAL CHARITABLE OPERATIONS$50,000
CRISIS CENTER INC
101 N MONTGOMERY STREETGARYIN46403NonePCGENERAL CHARITABLE OPERATIONS$10,000
DECLAN DRUMM SULLIVAN MEMORIAL FUND
C/O HORIZONS FOR YOUTH 703 W MONROECHICAGOIL60661NonePCSUPPORT CHILDREN$2,500STREET
DIOCESE OF PALM BEACH
PO BOX 109650 9995 N MILITARY TRAILPALM BEACH GARDENSFL334109650NonePCSUPPORT CATHOLIC FAITH$50,000
EASTER SEALS DUPAGE
830 South Addison AvenueVILLA PARKIL60181NonePCGENERAL CHARITABLE OPERATIONS$5,000
FAMILY FOCUS INC
310 South Peoria Ste 301CHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$5,000
FIELD MUSEUM (WB)
1400 S LAKE SHORE DRIVECHICAGOIL60605NonePCPROGRAM SUPPORT$26,000
FOREFRONT
208 S LASALLE SUITE 1540CHICAGOIL606041006NonePCGENERAL CHARITABLE OPERATIONS$19,443
FREEDOM GOLF ASSOCIATION
504 BURR RIDGE CLUB DRIVEBURR RIDGEIL60527NonePCGENERAL CHARITABLE OPERATIONS$2,500
FRIENDS OF PRENTICE
251 E HURON STREET SUITE 3-200CHICAGOIL606112908NoneSO III FIGENERAL CHARITABLE OPERATIONS$25,000
the GARDEN CONSERVANCY
PO BOX 219COLD SPRINGNY10516NonePCGENERAL CHARITABLE OPERATIONS$5,000
GARY COMER YOUTH CENTER
7200 S INGLESIDE AVENUECHICAGOIL60619NonePCGENERAL CHARITABLE OPERATIONS$25,000
GATEWAY FOR CANCER RESEARCH INC
500 East Remington RoadSCHAUMBURGIL60173NonePCGENERAL CHARITABLE OPERATIONS$25,000
GENEVA LAKE SAILING SCHOOL
1250 S LAKESHORE DRIVEFONTANAWI53125NonePCGENERAL CHARITABLE OPERATIONS$50,000
GILLETTE CHILDREN'S SPECIALTY HEALTHCARE
200 UNIVERSITY AVE EASTST PAULMN55101NoneSO IISUPPORT CHILDREN'S HEALTHCARE & NEEDS$10,000
GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA
20 S CLARK SUITE 200CHICAGOIL60603NonePCGENERAL CHARITABLE OPERATIONS$10,000
the GOODMAN THEATRE
170 N Dearborn StCHICAGOIL60601NonePCGENERAL CHARITABLE OPERATIONS$5,000
GREAT LAKES ADAPTIVE SPORTS ASSOCIATION
400 E ILLINOIS ROADLAKE FORESTIL60045NonePCGENERAL CHARITABLE OPERATIONS$1,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE PO BOX 5092CHICAGOIL606806949NonePCGENERAL CHARITABLE OPERATIONS$1,000
HOLY FAMILY MINISTRIES
3225 Arnold LaneNORTHFIELDIL60093NonePCGENERAL CHARITABLE OPERATIONS$3,500
ILLINOIS EXECUTIVE MANSION ASSOCIATION
PO Box 5444SPRINGFIELDIL62705NonePCGENERAL CHARITABLE OPERATIONS$25,000
ILLINOIS HOLOCAUST MUSEUM (HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC)
9603 Woods DriveSKOKIEIL60077NonePCGENERAL CHARITABLE OPERATIONS$10,000
ILLINOIS NETWORK OF CHARTER SCHOOLS
150 N MICHIGAN AVE STE 430CHICAGOIL60601NonePCGENERAL CHARITABLE OPERATIONS$25,000
JOFFREY BALLET OF CHICAGO
10 E Randolph StreetCHICAGOIL60601NonePCGENERAL CHARITABLE OPERATIONS$25,000
JUDD GOLDMAN ADAPTIVE SAILING FOUNDAITON
875 N MICHIGAN AVE SUITE 3718CHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$10,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON SUITE 404CHICAGOIL60661NonePCGENERAL CHARITABLE OPERATIONS$75,000
JUPITER ISLAND MEDICAL CLINIC
100 ESTRADA SQHOBE SOUNDFL33455NonePCGENERAL CHARITABLE OPERATIONS$1,000
KAPPA KAPPA GAMMA FOUNDATION
530 E TOWN STREET PO BOX 38COLUMBUSOH432160038NonePCSUPPORT LEADERSHIP PROGRAMS$1,000
LAKE GENEVA FRESH AIR ASSOCIATION
361 N LAKE SHORE DRIVE PO BOX 10WILLIAMS BAYWI53191NonePCGENERAL CHARITABLE OPERATIONS$1,000
LAND TRUST NETWORK
PO BOX 142WATERTOWNWI53094NonePCGENERAL CHARITABLE OPERATIONS$5,000
The LINCOLN ACADEMY OF ILLINOIS
1 OLD STATE CAPITOL PLAZASPRINGFIELDIL62701NonePCGENERAL CHARITABLE OPERATIONS$1,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STREETCHICAGOIL60614NonePCGENERAL CHARITABLE OPERATIONS$12,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
500 East Madison StreetSPRINGFIELDIL62701NonePCGENERAL CHARITABLE OPERATIONS$25,000
LOOKING GLASS THEATRE
875 N MICHIGAN AVE SUITE 1430CHICAGOIL60611NonePCSUPPORT EDUCATION & COMMUNITY PROGRAMS$5,000
LOYOLA ACADEMY
1100 LARAMIE AVEWILMETTEIL60091NonePCGENERAL CHARITABLE OPERATIONS$400,000
LUPUS FOUNDATION OF AMERICA
2121 K Street NW Suite 200WASHINGTONDC20037NonePCGENERAL CHARITABLE OPERATIONS$5,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NonePCMAGNIFICENT ART FORM CONTINUATION$350,000
MAKE IT BETTER FOUNDATION
588 Lincoln AvenueWINNETKAIL60093NonePFGENERAL CHARITABLE OPERATIONS$10,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N Washington St Ste 400ALEXANDRIAVA22314NonePCGENERAL CHARITABLE OPERATIONS$50,000
MERIT SCHOOL OF MUSIC
35 S PEORIA STREETCHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$10,000
the METROPOLITAN MUSEUM OF ART
1000 Fifth AveNEW YORKNY10028NonePCGENERAL CHARITABLE OPERATIONS$50,000
METROPOLITAN PLANNING COUNCIL
140 S Dearborn Suite 1400CHICAGOIL60603NonePCGENERAL CHARITABLE OPERATIONS$25,000
METRO SQUASH NFP
6100 S Cottage Grove AvenueCHICAGOIL60637NonePCGENERAL CHARITABLE OPERATIONS$42,500
MICHAEL J FOX FOUNDATION
PO Box 4777NEW YORKNY101634777NonePCGENERAL CHARITABLE OPERATIONS$12,500
MIDTOWN EDUCATIONAL FOUNDATION
718 S Loomis StreetCHICAGOIL60607NonePCGENERAL CHARITABLE OPERATIONS$1,000
MUNDELEIN SEMINARY
1000 E MAPLE AVEMUNDELEINIL60060NonePCSUPPORT CATHOLIC FAITH$10,000
MUSIC INSTITUTE OF CHICAGO
205 W WACKER DRIVE SUITE 1400CHICAGOIL60606NonePCGENERAL CHARITABLE OPERATIONS$25,000
NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY
415 MICHIGAN AVE NE SUITE 95WASHINGTONDC200174501NonePCGENERAL CHARITABLE OPERATIONS$1,000
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326OAK BROOKIL60523NonePCGENERAL CHARITABLE OPERATIONS$50,000
The NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL606404407NonePCGENERAL CHARITABLE OPERATIONS$3,000
NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT
2001 Sheridan RdEVANSTONIL60208NonePCGENERAL CHARITABLE OPERATIONS$100,000
NORTHWESTERN MEMORIAL HOSPITAL
541 N FAIRBANKS COURT SUITE 800CHICAGOIL60611NoneSO III FIGENERAL CHARITABLE OPERATIONS$2,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208NonePCGENERAL CHARITABLE OPERATIONS$402,200
NORTHWESTERN UNIVERSITY GLOBAL HEALTH INITIATIVE
420 E SUPERIOR 9TH FLOORCHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$100,000
NORTHWESTERN UNIVERSITY SCHOOL OF LAW
375 E CHICAGO AVECHICAGOIL606113069NonePCGENERAL CHARITABLE OPERATIONS$20,000
OLD ELM SCHOLARSHIP FOUNDATION
800 OLD ELM ROADHIGHLAND PARKIL60035NonePCGENERAL CHARITABLE OPERATIONS$2,000
OLD ST PATRICK'S CHURCH
700 WEST ADAMS STREETCHICAGOIL60606NonePCSUPPORT CATHOLIC FAITH$20,000
PEGGY NOTEBAERT NATURE MUSEUM
FULLERTON PARKWAY CANNON DRIVECHICAGOIL60614NonePCCHARITABLE FOR NATURE EDUCATION$25,000
POSSE CHICAGO
111 W Jackson Blvd Ste 1100CHICAGOIL60604NonePCCHARITABLE FOR NATURE EDUCATION$10,000
PROVIDENCE ST MEL SCHOOL
119 S Central Park BlvdCHICAGOIL60624NonePCGENERAL CHARITABLE OPERATIONS$10,000
REHABILITATION INSTITUTE OF CHICAGO (SHIRLEY RYAN ABILITYLAB)
345 E SUPERIOR STREETCHICAGOIL60611NonePCCHARITABLE FOR HIGH QUALITY CARE$100,000
ROYAL OAK FOUNDATION
20 W 44TH STREET SUITE 606NEW YORKNY100366603NonePCGENERAL CHARITABLE OPERATIONS$10,000
RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN STREET Room 250CHICAGOIL60612NonePCGENERAL CHARITABLE OPERATIONS$20,000
SACRED HEART CHURCH
1077 TOWER ROADWINNETKAIL60093NonePCSUPPORT CATHOLIC FAITH$25,000
SAINT BENEDICT CATHOLIC CHURCH
137 DEWEY AVENUEFONTANAWI53125NonePCSUPPORT CATHOLIC FAITH$15,000
SAINT FRANCIS DE SALES CHURCH
148 MAIN STREETLAKE GENEVAWI53147NonePCSUPPORT CATHOLIC FAITH$15,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUEPHILADELPHIAPA191311395NonePCGENERAL CHARITABLE OPERATIONS$25,000
SAINTS FAITH HOPE & CHARITY
191 LINDEN STREETWINNETKAIL600933832NonePCSUPPORT CATHOLIC FAITH$25,000
SCHOOL OF THE ART INSTITUTE
37 S WABASH SUITE 814CHICAGOIL60603NonePCGENERAL CHARITABLE OPERATIONS$5,000
SHEIL CATHOLIC CENTER
2110 SHERIDAN ROADEVANSTONIL60201NonePCSUPPORT CATHOLIC FAITH$5,000
SHIRLEY RYAN ABILITYLAB FKA REHABILITATION INSTITUTE OF CHICAGO
355 E Erie StCHICAGOIL60611NonePCCHARITABLE FOR HIGH QUALITY CARE$1,005,000
ST CHRISTOPHER CATHOLIC CHURCH
12001 SE FEDERAL HIGHWAYHOBE SOUNDFL33455NonePCSUPPORT CATHOLIC FAITH$20,000
STANDING TALL CHARITABLE FOUNDATION
1100 N River RdDES PLAINESIL60016NonePCGENERAL CHARITABLE OPERATIONS$2,500
TEACH FOR AMERICA
1100 NORTH RIVER ROADCHICAGOIL60606NonePCGENERAL CHARITABLE OPERATIONS$10,000
UA FOUNDATION DRC
1224 E LOWELL STREETTUCSONAZ85721NonePCGENERAL CHARITABLE OPERATIONS$3,000
UJA-FEDERATION
130 EAST 59TH STREETNEW YORKNY10022NonePCGENERAL CHARITABLE OPERATIONS$25,000
UNICEF USA
500 N Michigan Ave Ste 1000CHICAGOIL60611NonePCGENERAL CHARITABLE OPERATIONS$1,000
UNITED CEREBRAL PALSY OF GREATER CHICAGO
325 N WELLS SUITE 321CHICAGOIL60610NonePCSUPPORT CEREBRAL PALSY$10,000
WATER SAFETY PATROL
PO BOX 548WILLIAMS BAYWI53191NonePCGENERAL CHARITABLE OPERATIONS$150,375
WINGS
PO BOX 95615PALATINEIL60095NonePCGENERAL CHARITABLE OPERATIONS$25,000
WTTW11
5400 NORTH ST LOUIS AVENUECHICAGOIL60625NonePCGENERAL CHARITABLE OPERATIONS$50,000
YOUTH & OPPORTUNITY UNITED
1027 SHERMAN AVENUEEVANSTONIL60202NonePCGENERAL CHARITABLE OPERATIONS$2,000
YOUTH IMPACT PROGRAM
515 KING ST STE 330ALEXANDRIAVA22314NonePCGENERAL CHARITABLE OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,101,518TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Shoulders
212 W VAN BUREN SUITE 900CHICAGOIL60607NonePCGeneral Charitable Operations$800,000
Chicago Community Foundation
225 N MICHIGAN AVE SUITE 2200CHICAGOIL60601NonePCMaggie Daley Park$50,000
Illinois Executive Mansion Association
PO BOX 5444SPRINGFIELDIL62705NonePCGeneral Charitable Operations$75,000
Loyola Academy
1100 N LARAMIE AVENUEWILMETTEIL60091NonePCGeneral Charitable Operations$400,000
Lyric Opera
20 N WACKER DRIVECHICAGOIL60606NonePCGeneral Charitable Operations$450,000
Metro Squash NFP
6100 S COTTAGE GROVE AVENUECHICAGOIL60637NonePCGeneral Charitable Operations$42,500
Northwestern School of Law
375 E CHICAGO AVECHICAGOIL606113069NonePCGeneral Charitable Operations$20,000
Shirley Ryan Ability Lab (fka Rehabilitation Institute of Chicago
355 ERIE STREETCHICAGOIL60611NonePCCharitable for High Quality Care$1,000,000
Royal Oak Foundation
20 W 44TH STREET SUITE 606NEW YORKNY10036NonePCGeneral Charitable Operations$10,000
Sacred Heart Schools
6250 N SHERIDAN ROADCHICAGOIL60660NonePCGeneral Charitable Operations$600,000
World Sport Chicago
954 W WASHINGTON BOULEVARDCHICAGOIL60607NonePCGeneral Charitable Operations$166,250
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,613,750TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$619,094ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$212,932ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$119,477ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescExcise Tax RefundDesc
Exclusion1ExclusionCd
Exclusion$8,500ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$960,003ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$960,003TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SWR Living Trust
1150 N Michigan Ave Suite 2100ChicagoIL606017559$2,500,000Yes (X)
PGR Living Trust
2150 N Michigan Ave Suite 2100ChicagoIL606017559$2,500,000Yes (X)
PGR 2016 CLAT A
3150 N Michigan Ave Suite 2100ChicagoIL606017559$267,854Yes (X)
SWR 2016 CLAT A
4150 N Michigan Ave Suite 2100ChicagoIL606017559$267,854Yes (X)
PGR 2016 CLAT B
5150 N Michigan Ave Suite 2100ChicagoIL606017559$28,140Yes (X)
SWR 2016 CLAT B
6150 N Michigan Ave Suite 2100ChicagoIL606017559$16,538Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,425Amt
Net Investment Income$4,213NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AON PLC$6,123,264$6,123,264
PERSHING$7,281,212$7,281,212

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemROUNDTABLE CAP FUND IICategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,273,016BookValueAmt
EOYFMV$5,041,672EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$875LegalFeesAmt
Net Investment Income$875NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
DUES & SUBSCRIPTIONS$850$850
ANNUAL REPORTING FEES$28$28
Non-dividend Distribution$2,047$2,047

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescExcise Tax RefundDesc
Revenue And Expenses Per Books$8,500RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain on StockDesc
Amt$1,791,342Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPERSHING INV. MANAGEMENT FEECategoryTxt
Amt$25,416Amt
Net Investment Income$25,416NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Net Investment Income$1,634NetInvestmentIncomeAmt

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