PATRICK G AND SHIRLEY W RYAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK G AND SHIRLEY W RYAN FOUNDATION (EIN 36-3305162)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349103596
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T18:43:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 575 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | PATRICK G RYAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3128936600 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE KIRMACI | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,819,579 | 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 | $30,452,645 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,657 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,657 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,138,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,160,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,325,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,325,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,325,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,921,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,489,533 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,604 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,604 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $157,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,234 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $12,858 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,904,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,904,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,097,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,937,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,823,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,315,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,630,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,103,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,103,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,753,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,716,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,716,010 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $78,384,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,819,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,819,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,384,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,819,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,384,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,819,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,384,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,819,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,384,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,823,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,612,219 | OtherIncreasesAmt |
| Subtotal | $108,819,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,819,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTION | PropertyDesc |
| Gross Sales Price | $2,325,851 | GrossSalesPriceAmt |
| Gain Or Loss | $2,325,851 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,325,851 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,325,851 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,304 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $33,785 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,089 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SHIRLEY W RYAN | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | PRESIDENT/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK G RYAN | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | CHAIRMAN/VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY IGNELL | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK G RYAN JR | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT JW RYAN | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CORBETT MW RYAN | ||||||||
| 150 N MICHIGAN AVE 2100 | CHICAGO | IL | 606017559 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $52,707,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,849,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,557,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,557,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $983,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,573,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,228,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,228,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,089 | TotalTaxAmt |
| Distributable Before Adj | $3,182,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,182,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,182,605 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,937,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,937,021 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,182,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,772,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,791,947 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,809,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,100,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,235,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,709,989 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,937,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,182,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,754,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,464,405 | 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 | $5,772,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,692,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,791,947 | ExcessFromYear4Amt |
| Excess From Year3 | $9,809,652 | ExcessFromYear3Amt |
| Excess From Year2 | $7,100,543 | ExcessFromYear2Amt |
| Excess From Year1 | $4,235,523 | ExcessFromYear1Amt |
| Excess From Current Year | $9,754,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY W RYAN | ContributingManagerNm |
| Contributing Manager | PATRICK G RYAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 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 | |
| 1916 REDAN FOUNDATION | ||||||||
| 1601 SHOREACRES ROAD | LAKE BLUFF | IL | 606041338 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $2,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $775,000 | |
| ACCESS LIVING | ||||||||
| 115 WEST 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 | $35,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 E RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | IMPACT LIVES OF CHICAGO TEENS | $50,000 | |
| ALAIN LOCKE CHARTER SCHOOL | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $150,000 | |
| AMERICAN RED CROSS CHICAGO & NORTHERN ILLINOIS | ||||||||
| THE RAUNER CENTER 2200 W HARRISON | CHICAGO | IL | 60612 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | STREET |
| ARCHDIOCESE OF CHICAGO | ||||||||
| 835 N RUSH STREET | CHICAGO | IL | 60611 | NONE | PC | SUPPORT CATHOLIC FAITH | $50,000 | |
| ARMS WIDE OPEN CHILDHOOD CANCER FOUNDATION | ||||||||
| PO BOX 258 | MARLBORO | NJ | 07746 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $22,000 | |
| ARTS ALLIANCE ILLINOIS | ||||||||
| 200 W MADISON FLOOR 3 | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| BETTER GOVERNMENT ASSOCIATION | ||||||||
| 223 W JACKSON BOULEVARD SUITE 900 | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 WEST VAN BUREN STREET SUITE 900 | CHICAGO | IL | 60607 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $1,200,000 | |
| BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL | ||||||||
| 8751 CALUMET AVENUE | MUNSTER | IN | 46321 | 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 | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| CATHOLIC THEOLOGICAL UNION | ||||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | NONE | PC | SUPPORT CATHOLIC FAITH | $10,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CHICAGO COUNCIL ON GLOBAL AFFAIRS | ||||||||
| 150 N STETSON AVE 1400 | CHICAGO | IL | 60601 | NONE | PC | STRATEGIC PLAN FOR GLOBAL AFFAIRS | $25,000 | |
| CHICAGO FIRE DEPARTMENT FOUNDATION | ||||||||
| 205 W WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CHICAGO HISTORICAL SOCIETY | ||||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | SUPPORT CHICAGO HISTORY MUSEUM | $26,000 | |
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||||
| 200 W MADISON STREET 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| 800 E GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $20,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CHICAGOLAND CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 410 N MICHIGAN AVE SUITE 900 | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| CITY YEAR CHICAGO | ||||||||
| 303 E WACKER DRIVE SUITE 2750 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CONCERN WORLDWIDE US INC | ||||||||
| 335 LEXINGTON AVE 16TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| CONGREGATION OF HOLY CROSS US PROVINCE OF PRIESTS AND BROTHERS | ||||||||
| PO BOX 1064 | NOTRE DAME | IN | 46556 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY STREET | GARY | IN | 46403 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| EASTER SEALS DUPAGE | ||||||||
| 830 S ADDISON AVE | VILLA PARK | IL | 60181 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $75,000 | |
| THE FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||||
| PO BOX 823926 | PHILADELPHIA | PA | 191823926 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $255,000 | |
| FRIENDS OF PRENTICE | ||||||||
| 541 N FAIRBANKS SUITE 800 | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 608 | GARRISON | NY | 10524 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA | ||||||||
| C/O PJH ASSOCIATES 205 W WACKER | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | DRIVE SUITE 1400 |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIATION | ||||||||
| 27864 IRMA LEE CIRCLE 101 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| HARRIS THEATER FOR MUSIC & DANCE | ||||||||
| 205 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $35,000 | |
| HOLY FAMILY MINISTRIES | ||||||||
| 3225 ARNOLD LANE | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $2,500 | |
| HORIZONS FOR YOUTH | ||||||||
| 703 WEST MONROE STREET | CHICAGO | IL | 60661 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $1,000 | |
| ILLINOIS STATE UNIVERSITY FOUNDATION | ||||||||
| CAMPUS BOX 8000 | NORMAL | IL | 617908000 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| IRELAND FUNDSTHE | ||||||||
| C/O PJH ASSOCIATES INC 205 W WACKER | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | DRIVE SUITE 1400 |
| THE JOFFREY BALLET OF CHICAGO | ||||||||
| 10 E RANDOLPH | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | ||||||||
| 651 W WASHINGTON SUITE 404 | CHICAGO | IL | 60661 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $75,000 | |
| JUPITER ISLAND MEDICAL CLINIC INC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $1,500 | |
| JUPITER MEDICAL CENTER | ||||||||
| 1210 SOUTH OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $15,000 | |
| THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $125,000 | |
| LAKE GENEVA FRESH AIR ASSOCIATION | ||||||||
| 361 N LAKE SHORE DRIVE PO BOX 10 | 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 | |
| LEO CATHOLIC HIGH SCHOOL | ||||||||
| 7901 S SANGAMON STREET | CHICAGO | IL | 60620 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| LINCOLN PRESIDENTIAL FOUNDATION | ||||||||
| 944 CLOCKTOWER DRIVE SUITE B | SPRINGFIELD | IL | 62704 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| LOYOLA UNIVERSITY CHICAGO | ||||||||
| OFFICE OF ADVANCEMENT 820 N | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | MICHIGAN AVE |
| LURIE CHILDREN'S FOUNDATION | ||||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | MAGNIFICENT ART FORM CONTINUATION | $450,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| C/O PJH ASSOCIATES INC 205 W WACKER | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | STE 1400 |
| 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 | $15,000 | |
| MUNDELEIN SEMINARY | ||||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | PC | SUPPORT CATHOLIC FAITH | $10,000 | |
| MUSIC INSTITUTE OF CHICAGO | ||||||||
| 1702 SHERMAN AVE | EVANSTON | IL | 60201 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $250,000 | |
| THE NIGHT MINISTRY | ||||||||
| 4711 N RAVENSWOOD AVENUE | CHICAGO | IL | 606404407 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $3,000 | |
| NORTHWESTERN UNIVERSITY (WB) | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| NORTHWESTERN UNIVERSITY HAVEY INSTITUTE FOR GLOBAL HEALTH | ||||||||
| 420 E SUPERIOR 9TH FLOOR | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| NY POLICE & FIRE WIDOWS & CHILDREN'S BENEFIT FUND | ||||||||
| PO BOX 26837 | NEW YORK | NY | 10087 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| OLD ST PATRICK'S CHURCH | ||||||||
| 700 W ADAMS STREET | CHICAGO | IL | 60606 | NONE | PC | SUPPORT CATHOLIC FAITH | $60,000 | |
| PATHWAYS FOUNDATION | ||||||||
| 355 E ERIE | CHICAGO | IL | 60611 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $469,163 | |
| PEGGY NOTEBAERT NATURE MUSEUM | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PC | CHARITABLE FOR NATURE EDUCATION | $25,000 | |
| RISE OPPORTUNITY FOUNDATION | ||||||||
| 150 N MICHIGAN AVENUE SUITE 2100 | CHICAGO | IL | 60601 | NONE | PF | GENERAL CHARITABLE OPERATIONS | $1,000,000 | |
| ROBERT F KENNEDY CENTER FOR JUSTICE AND HUMAN RIGHTS | ||||||||
| PO BOX 982 | NEW YORK | NY | 10272 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| RON BURTON TRAINING VILLAGE | ||||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $100,000 | |
| RUSH UNIVERSITY MEDICAL CENTER (WB) | ||||||||
| 1725 W HARRISON STREET SUITE 545 | CHICAGO | IL | 606123824 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| SACRED HEART CHURCH | ||||||||
| 1077 TOWER ROAD | WINNETKA | IL | 60093 | NONE | PC | SUPPORT CATHOLIC FAITH | $25,000 | |
| SAINT BENEDICT CATHOLIC CHURCH | ||||||||
| 137 DEWEY AVENUE | FONTANA | WI | 53125 | NONE | PC | SUPPORT CATHOLIC FAITH | $80,000 | |
| SAINT FRANCIS DE SALES CHURCH | ||||||||
| 148 MAIN STREET | LAKE GENEVA | WI | 53147 | NONE | PC | SUPPORT CATHOLIC FAITH | $30,000 | |
| SAINTS FAITH HOPE & CHARITY | ||||||||
| 191 LINDEN STREET | WINNETKA | IL | 600933832 | NONE | PC | SUPPORT CATHOLIC FAITH | $125,000 | |
| SHEIL CATHOLIC CENTER | ||||||||
| NORTHWESTERN UNIVERSITY - 2110 | EVANSTON | IL | 60201 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | SHERIDAN ROAD |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 ERIE STREET | CHICAGO | IL | 60611 | NONE | PC | CHARITABLE FOR HIGH QUALITY CARE | $5,542,949 | |
| ST CHRISTOPHER CATHOLIC CHURCH | ||||||||
| 12001 SE FEDERAL HIGHWAY | HOBE SOUND | FL | 33455 | NONE | PC | SUPPORT CATHOLIC FAITH | $100,000 | |
| UNITED CEREBRAL PALSY OF GREATER CHICAGO | ||||||||
| 7550 W 183RD STREET | TINLEY PARK | IL | 60477 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||
| 231196 MOMENTUM PLACE | CHICAGO | IL | 60689 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| UNITING VOICES CHICAGO | ||||||||
| CHICAGO CULTURAL CENTER 78 EAST | CHICAGO | IL | 60602 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | WASHINGTON STREET 5 |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $50,000 | |
| THE WALWORTH COUNTY FOOD PANTRY INC | ||||||||
| 205 COMMERCE COURT UNIT B | ELKHORN | WI | 53121 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| WATER SAFETY PATROL | ||||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $5,000 | |
| WORLD BUSINESS CHICAGO | ||||||||
| 180 N LASALLE STREET SUITE 2505 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| WTTW WFMT | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $60,000 | |
| YMCA OF METROPOLITAN CHICAGO | ||||||||
| 1030 W VAN BUREN STREET | CHICAGO | IL | 60607 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $25,000 | |
| JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION | ||||||||
| 623 W LAKE STREET SUITE 150 | CHICAGO | IL | 60661 | NONE | PC | GENERAL CHARITABLE OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,904,112 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,657 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,138,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,325,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,468,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,468,409 | 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 | PGR 2019 TERM TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N MICHIGAN AVE SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,452,645 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $20,897,907 | FairMarketValueAmt |
| Received | 2024-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $7,350 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISE OPPORTUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N MICHIGAN AVE SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-07-12 | GrantDt |
| Grant | $1,000,000 | GrantAmt |
| Purpose Of Grant | GENERAL CHARITABLE OPERATIONS | PurposeOfGrantTxt |
| Expended By Grantee | $739,416 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 10/10/25 | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSES AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING | $20,762,890 | $20,762,890 |
| CHARLES SCHWAB | $58,796,036 | $58,796,036 |
| AZUL | $500,000 | $500,000 |
| MORGAN STANLEY | $19,657,084 | $19,657,084 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $28,604 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,604 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ILLINOIS FILING FEE | $125 | $0 | $0 | $125 |
| BANK SERVICE EXPENSE | $505 | $0 | $0 | $505 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $9,612,219 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $157,234 | Amt |
| Net Investment Income | $157,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments