Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 08-01-2019 , and ending 07-31-2020
Name of foundation
FULK FAMILY FOUNDATION INC
 
% MARCIA COFFMAN
Number and street (or P.O. box number if mail is not delivered to street address)150 S Wacker Dr Ste 2400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL606064103
A Employer identification number

47-0732237
B Telephone number (see instructions)

(312) 236-2208
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$245,726,207
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,601,200
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,421,955 5,421,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,360,512
b Gross sales price for all assets on line 6a 3,428,963
7 Capital gain net income (from Part IV, line 2)... 1,360,512
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,383,667 6,782,467  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,131,688 226,338   905,350
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 131,463 26,293 0 105,170
b Accounting fees (attach schedule)....... 68,760 34,380 0 34,380
c Other professional fees (attach schedule).... 110,838 110,432   406
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 112,469 14,895   51,836
19 Depreciation (attach schedule) and depletion... 619 619  
20 Occupancy.............. 32,111 6,422   25,689
21 Travel, conferences, and meetings....... 37,464 7,493   29,971
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 241,787 108,991   132,797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,867,199 535,863 0 1,285,599
25 Contributions, gifts, grants paid....... 81,383,000 81,383,000
26 Total expenses and disbursements. Add lines 24 and 25 83,250,199 535,863 0 82,668,599
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,866,532
b Net investment income (if negative, enter -0-) 6,246,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 17,494,994 12,259,217 12,259,217
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 274,612,025 208,246,760 218,347,886
b Investments—corporate stock (attach schedule)....... 8,373,174 8,373,174 12,630,683
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet3,094
Less: accumulated depreciation (attach schedule) bullet2,115 1,598 979 979
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,409,627 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 2,395,203 2,539,959 2,487,442
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 305,286,621 231,420,089 245,726,207
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 305,286,621 231,420,089
29 Total net assets or fund balances (see instructions)..... 305,286,621 231,420,089
30 Total liabilities and net assets/fund balances (see instructions). 305,286,621 231,420,089
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
305,286,621
2
Enter amount from Part I, line 27a .....................
2
-73,866,532
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
231,420,089
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
231,420,089
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a FIRST EAGLE OVERSEAS FUNDS   2018-12-12 2019-12-16
b S/T - TWEEDY, BROWNE, GLOBAL VALUE FUND   2019-12-12 2019-12-16
c L/T - TWEEDY, BROWNE, GLOBAL VALUE FUND   2018-12-12 2019-12-16
d L/T - DODGE & COX INTERNATIONAL FUND   2018-12-12 2019-12-16
e S/T - DODGE & COX INTERNATIONAL FUND   2018-12-19 2019-12-16
S/T - CLIPPER FUND   2019-12-12 2019-12-16
L/T - CLIPPER FUND   2018-12-15 2019-12-16
L/T GAIN - PARTNERSHIPS      
S/T GAIN - PARTNERSHIPS      
CAPITAL GAIN DISTRIBUTION      
US TREASURY BILLS      
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,110,213   1,481,533 628,680
b 76,360   55,363 20,997
c 858,397   622,362 236,035
d 340,956   244,224 96,732
e 9,974   7,144 2,830
481   241 240
32,582   16,477 16,105
      327,658
      15,834
      1,959
      13,442
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       628,680
b       20,997
c       236,035
d       96,732
e       2,830
      240
      16,105
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,360,512
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 66,799,632 330,785,657 0.201942
2017 56,578,966 362,007,995 0.156292
2016 20,478,623 118,097,557 0.173404
2015 3,836,551 40,458,721 0.094826
2014 1,352,289 30,031,183 0.045029
2
Total of line 1, column (d) .....................
2
0.671493
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.134299
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
280,478,504
5
Multiply line 4 by line 3......................
5
37,667,983
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
62,466
7
Add lines 5 and 6........................
7
37,730,449
8
Enter qualifying distributions from Part XII, line 4,.............
8
82,668,599
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 62,466
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 62,466
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 62,466
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 66,719
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,719
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,253
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet4,253 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL, IA, NE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FULKFF.ORG
    14
    The books are in care ofbulletMARCIA COFFMAN Telephone no.bullet (312) 236-2208

    Located atbulletSTE 2400 150 S WACKER DRIVECHICAGOIL ZIP+4bullet60606
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALICE BRUNNER VICE PRESIDENT
    6.0
    150,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    MARCIA COFFMAN TREASURER/ADMINISTRATOR
    32.5
    351,688 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    N JANE MORRISON PRESIDENT
    25.0
    210,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    LINDA KRONING SECRETARY
    23.0
    210,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    RUSSELL BARTMES VICE PRESIDENT
    22.0
    210,000 0 0
    150 S WACKER DRIVE STE 2400
    CHICAGO,IL60606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BKD LLP ACCOUNTING SERVICES 68,760
    1248 O STREET STE 1040
    LINCOLN,NE68508
    HAMILTON THIES & LORCH LLP LEGAL SERVICES 131,463
    200 S WALKER DRIVE STE 3800
    CHICAGO,IL60606
    FOUNDATION SOURCE ADMIN SUPPORT 128,742
    55 WALLS DR 302
    FAIRFIELD,CT06824
    CHARLES SCHWAB & CO INC INVESTMENT MGMT 110,330
    211 MAIN STREET
    SAN FRANCISCO,CA94105
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NO PROGRAM RELATED INVESTMENTS  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    265,582,594
    b
    Average of monthly cash balances.......................
    1b
    16,549,465
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,617,691
    d
    Total (add lines 1a, b, and c).........................
    1d
    284,749,750
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    284,749,750
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,271,246
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    280,478,504
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,023,925
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,023,925
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    62,466
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    62,466
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    13,961,459
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    13,961,459
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    13,961,459
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    82,668,599
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    82,668,599
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    62,466
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    82,606,133
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 13,961,459
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2017, 2016, 2015 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 770,843
    c From 2016...... 15,130,823
    d From 2017...... 39,377,660
    e From 2018...... 50,446,873
    fTotal of lines 3a through e........ 105,726,199
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 82,668,599
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2019 distributable amount..... 13,961,459
    e Remaining amount distributed out of corpus 68,707,140
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 174,433,339
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    174,433,339
    10 Analysis of line 9:
    a Excess from 2015.... 770,843
    b Excess from 2016.... 15,130,823
    c Excess from 2017.... 39,377,660
    d Excess from 2018.... 50,446,873
    e Excess from 2019.... 68,707,140
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    FULK FARMS INC
    ROBERT W FULK IRREVOCABLE TRUST
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    GRACE LUTHERAN CHURCH
    545 MEMORIAL DR
    GRAND ISLAND,NE688017854
    NONE PC General Support 5,000
    A BETTER CHICAGO
    200 W MADISON ST FL 3
    CHICAGO,IL606063412
    NONE PC General Support 100,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886
    NONE PC Digital Simulation 500,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC General Support 150,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Intensive Care Unit 100,000
    CHICAGO SURVIVORS INC
    1010 W 35TH STREET NO 510
    CHICAGO,IL606091401
    NONE PC General Support 250,000
    INDIANA STATE UNIVERSITY OFFICE OF THE CONTROLLER
    210 N 7TH STMET
    TERRE HAUTE,IN478090001
    NONE PC Professional Develop 10,000
    CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF
    4840 GRASSELLI ST
    EAST CHICAGO,IN463123503
    NONE PC Tauscher Center 250,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC General Support 10,000
    ILLINOIS JOINING FORCES FOUNDATION
    100 W RANDOLPH ST STE 5-570
    CHICAGO,IL606013218
    NONE PC General Support 25,000
    ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT
    55 E JACKSON BLVD STE 2075
    CHICAGO,IL606044182
    NONE PC General Support 5,000
    ROUND LAKE CUSD 116
    884 W NIPPERSINK RD
    ROUND LAKE,IL60073
    NONE PC Mountain Top Project 75,000
    CRISTO REY ST MARTIN COLLEGE PREP
    3106 BELVIDERE RD
    WAUKEGAN,IL600856016
    NONE PC Capital Campaign 500,000
    HAVEN HOUSE INC
    834 CHICAGO ST
    HAMMOND,IN463271632
    NONE PC General Support 5,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Hurricane Relief 250,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC General Support 50,000
    WAUKEGAN PUBLIC LIBRARY
    128 N COUNTY ST
    WAUKEGAN,IL60085
    NONE PC Adult Literacy Prog 25,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD STE 200
    PORTAGE,IN463685000
    NONE PC General Support 50,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334
    CRAWFORDSVILLE,IN479330334
    NONE PC Youth/Addiction Prog 250,000
    FOX LAKE ROTARY CLUB FOUNDATION
    PO BOX 363
    FOX LAKE,IL600200363
    NONE PC Kids Xmas Party 10,000
    CAMPBELL FOUNDATION
    1400 S GERMANTOWN RD
    GERMANTOWN,TN381382205
    NONE PC Cerebral Palsy Ctr 50,000
    NICASA NFP
    31979 N FISH LAKE RD
    ROUND LAKE,IL600739517
    NONE PC General Support 25,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Youth Develop Fund 100,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Dentistry Projects 50,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082866
    NONE PC Veteran's Project 75,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107US
    LINCOLN,NE685013107
    NONE PC General Support 100,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC General Support 70,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886
    NONE PC NE Innovation Studio 200,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC General Support 100,000
    CITY COLLEGES OF CHICAGO FOUNDATION
    180 N WABASH ST
    CHICAGO,IL606013608
    NONE PC Chancellor's Fund 500,000
    THE SALVATION ARMY - METROPOLITAN DIVISION
    5040 N PULASKI ROAD
    CHICAGO,IL60630
    NONE PC Music Program 25,000
    INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR
    PO BOX 228
    PETROLIA,CA95558
    NONE PC General Support 25,000
    BETTER FUTURE FORWARD
    20711 HOLT AVE PO BOX 1063
    LAKEVILLE,MN55044
    NONE PC General Support 500,000
    FOREFRONT
    208 SOUTH LASALLE NO 1540S
    CHICAGO,IL60604
    NONE PC Democracy Initiative 500,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
    225 EAST CHICAGO AVENUE
    CHICAGO,IL60611
    NONE PC Healthy Comm Fund 4,000,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC CA Wildfires Relief 250,000
    CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF
    4840 GRASSELLI ST
    EAST CHICAGO,IN463123503
    NONE PC General Support 50,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503
    NONE PC General Support 5,000
    AMERICAN PLAYERS THEATRE OF WISCONSIN INC
    5950 GOLF COURSE RD
    SPRING GREEN,WI535888036
    NONE PC General Support 60,000
    THRIVE COUNSELING CENTER
    120 S MARION ST
    OAK PARK,IL603022809
    NONE PC General Support 50,000
    THEATER BUG INC
    PO BOX 150329
    NASHVILLE,TN372150329
    NONE PC General Support 20,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD STE 200
    PORTAGE,IN463685000
    NONE PC Hammond Indiana Club 500,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEW YORK,NY100364603
    NONE PC Teacher Seminars 100,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEW YORK,NY100364603
    NONE PC Teacher Seminars 50,000
    UNITED SERVICE ORGANIZATIONS INC
    PO BOX 96860
    WASHINGTON,DC20077
    NONE PC USO Center Facility 2,000,000
    A BETTER CHICAGO
    200 W MADISON ST FL 3
    CHICAGO,IL606063412
    NONE PC General Support 750,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886
    NONE PC UNL Veteran Tribute 500,000
    AMERICAN MUSICOLOGICAL SOCIETY INC
    20 COOPER SQ FL 2
    NEW YORK,NY100037112
    NONE PC General Support 50,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC Anti-bias Training 2,000,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC Plants Concern Prog 2,000,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC Budburst Program 3,000,000
    CHICAGO ARCHITECTURE FOUNDATION
    111 E WACKER DR STE 1321
    CHICAGO,IL606014402
    NONE PC General Support 250,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE PC UIS Astron-Physics 60,000
    ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
    500 EAST MADISON STREET
    SPRINGFIELD,IL627011010
    NONE PC General Support 50,000
    ST JAMES CATHEDRAL COUNSELING CENTER
    50 EAST WASHINGTON ST
    CHICAGO,IL606022152
    NONE PC General Support 50,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC TMW Center 3,000,000
    IVY TECH FOUNDATION INC
    50 W FALL CREEK PARKWAY NORTH DR
    INDIANAPOLIS,IN462085752
    NONE PC Scholarship Fund 150,000
    ST STANISLAUS SCHOOL
    4930 INDIANAPOLIS BLVD
    EAST CHICAGO,IN46312
    NONE PC Equipment 30,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC General Support 600,000
    NEBRASKA CULTURAL ENDOWMENT
    1004 FARNAM ST PLAZA LEVEL
    OMAHA,NE68102
    NONE PC NE Humanities Council 350,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886
    NONE PC Virtual Reality Team 1,000,000
    AMERICAN LEBANESE SYRIAN ASSOC CHAR INC
    501 SAINT JUDE PL
    MEMPHIS,TN381051905
    NONE PC Biomedical Sciences 4,000,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE685082886
    NONE PC Experiential Learning 3,000,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY125045000
    NONE PC BPI Women's College 500,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC UChicago Research 3,000,000
    THE SALVATION ARMY - MEMPHIS & MID-SOUTH CHAPTER
    696 JACKSON AVE
    MEMPHIS,TN38105
    NONE PC Purdue Ctr of Hope 50,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC General Support 600,000
    KENTUCKY NATURAL LANDS TRUST INC
    433 CHESTNUT ST
    BEREA,KY404031510
    NONE PC SE Ed Fndtn Tract 1,000,000
    PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P
    1899 W WINCHESTER RD
    LIBERTYVILLE,IL600485367
    NONE PC Green Youth Farm 50,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC Plants Concern Prog 55,282
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC Budburst program 402,272
    INSTITUTE FOR ETHNOMEDICINE INC
    PO BOX 3464
    JACKSON,WY830013464
    NONE PC General Support 334,000
    NEBRASKA HUMANITIES COUNCIL
    215 CENTENNIAL MALL S STE 330
    LINCOLN,NE685081836
    NONE PC Prime Time Reading 30,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC General Support 50,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC General Support 50,000
    THE SALVATION ARMY - METROPOLITAN DIVISION
    5040 N PULASKI ROAD
    CHICAGO,IL60630
    NONE PC Equipment 50,000
    YOGACARE
    1808 W CHICAGO AVE 2R
    CHICAGO,IL606225512
    NONE PC General Support 25,000
    GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
    49 WEST 45TH STREET SIXTH FLOOR
    NEW YORK,NY100364603
    NONE PC General Support 50,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Puerto Rico Relief 250,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503
    NONE PC General Support 80,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PLACE
    MEMPHIS,TN381053678
    NONE PC Biomedical Library 100,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Safety/Security Init 500,000
    UCAN
    3605 W FILLMORE ST
    CHICAGO,IL606244310
    NONE PC General Support 100,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Safety/Security Init 500,000
    LINCOLN PARK VILLAGE INC
    2502 N CLARK ST
    CHICAGO,IL606141850
    NONE PC Memory Loss Program 200,000
    LEMONS OF LOVE INC
    433 E GOLF RD
    DES PLAINES,IL600162233
    NONE PC General Support 5,000
    APPALSHOP INC
    91 MADISON AVE
    WHITESBURG,KY41858
    NONE PC General Support 25,000
    PARTNERSHIP FOR COLLEGE COMPLETION
    200 S MICHIGAN AVE STE 1410
    CHICAGO,IL606042468
    NONE PC General Support 250,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC Uchicago Research 200,000
    THE FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 E HALF DAY RD STE 350
    BUFFALO GROVE,IL60089
    NONE PC General Support 25,000
    ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC General Support 25,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Challenge Grant 750,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE STE 400
    WASHINGTON,DC20002
    NONE PC Firearm Suicides 250,000
    ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
    500 EAST MADISON STREET
    SPRINGFIELD,IL627011010
    NONE PC Home Campaign 100,000
    CITY OF LAKE FOREST
    800 N FIELD DRIVE
    LAKE FOREST,IL60045
    NONE PC Handicap Van 25,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC Seven Projects 250,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC Food Bank 110,000
    NORWEGIAN AMERICAN HOSPITAL INCORPORATED
    1044 N FRANCISCO AVE
    CHICAGO,IL606222743
    NONE PC Hospital Services 500,000
    SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
    1235 DOUGLAS DR
    CARBONDALE,IL629012591
    NONE PC B.S. Nursing Prog 3,000,000
    WYOMING HUMANITIES COUNCIL
    1315 E LEWIS ST
    LARAMIE,WY820723459
    NONE PC Plains Indian Ed Proj 125,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC General Support 50,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530
    NONE PC Donee's Endow Fund 200,000
    ROGER BALDWIN FOUNDATION OF ACLU INC
    150 N MICHIGAN AVE STE 600
    CHICAGO,IL606017570
    NONE PC General Support 100,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC General Support 50,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL606514152
    NONE PC General Support 200,000
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVE
    ANNAPOLIS,MD214034503
    NONE PC General Support 500,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530
    NONE PC General Support 200,000
    MERIT SCHOOL OF MUSIC
    38 SOUTH PEORIA STREET
    CHICAGO,IL606072628
    NONE PC General Support 250,000
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE 6TH FLR
    CHICAGO,IL606033200
    NONE PC General Support 200,000
    REHABILITATION INSTITUTE OF CHICAGO
    355 E ERIE ST STE 10-2145
    CHICAGO,IL60611
    NONE PC General Support 500,000
    THE WETLANDS INITIATIVE
    53 W JACKSON BLVD STE 1015
    CHICAGO,IL606043658
    NONE PC General Support 50,000
    UNIVERSITY CLUB FOUNDATION
    76 E MONROE ST
    CHICAGO,IL606032703
    NONE PC General Support 50,000
    SHEDD AQUARIUM SOCIETY
    1200 S LAKE SHORE DR
    CHICAGO,IL606052402
    NONE PC General Support 100,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Veteran's Project 500,000
    TABITHA INC
    4720 RANDOLPH ST
    LINCOLN,NE685103741
    NONE PC General Support 360,000
    GRANT PARK ORCHESTRAL ASSOCIATION
    205 E RANDOLPH ST
    CHICAGO,IL606016530
    NONE PC Grant Park Orchestra 800,000
    CHICAGO HUMANITIES FESTIVAL
    500 N DEARBORN ST STE 825
    CHICAGO,IL606547659
    NONE PC General Support 20,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR STE 860
    CHICAGO,IL606062899
    NONE PC General Support 250,000
    MAYO CLINIC
    200 1ST STREET SW
    ROCHESTER,MN559050001
    NONE PC Nephrology Group 48,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646
    NONE PC General Support 150,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC General Support 75,000
    PLANNED PARENTHOOD OF THE HEARTLAND INC
    PO BOX 4557
    DES MOINES,IA50305
    NONE PC General Support 200,000
    CLINIC WITH A HEART INC
    1701 S 17TH ST STE 4G
    LINCOLN,NE685022641
    NONE PC Dental Services 100,000
    CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF
    4840 GRASSELLI ST
    EAST CHICAGO,IN463123503
    NONE PC March 2020 Gala 10,000
    THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
    3015 W DIVISION ST
    CHICAGO,IL606222739
    NONE PC Puerto Rican Art 50,000
    AMERICAN DIABETES ASSOCIATION
    7285 W 132ND ST 160
    OVERLAND PARK,KS66213
    NONE PC Camp Sessions 75,000
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC Arts Access Program 200,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920
    NONE PC General Support 500,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVENUE
    CHICAGO,IL606042559
    NONE PC General Support 225,000
    MAYO CLINIC
    200 1ST STREET SW
    ROCHESTER,MN559050001
    NONE PC Nephrology Research 2,000,000
    HIGHWOOD PUBLIC LIBRARY
    102 HIGHWOOD AVE
    HIGHWOOD,IL60040
    NONE PC General Support 50,000
    LAKE COUNTY FOREST PRESERVE DISTRICT
    1899 W WINCHESTER ROAD
    LIBERTYVILLE,IL60048
    NONE PC Ryerson Woods Ctr 200,000
    COMMUNITY YOUTH NETWORK INC
    18640 W IL ROUTE 120
    GRAYSLAKE,IL600309733
    NONE PC Grwing Resilient Pro 12,500
    WAUKEGAN TO COLLEGE NFP
    410 GRAND AVE
    WAUKEGAN,IL600854227
    NONE PC General Support 87,500
    FCNL EDUCATION FUND
    245 2ND ST NE
    WASHINGTON,DC200025761
    NONE PC Bldg Civic Ed Prog 400,000
    CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF
    4840 GRASSELLI ST
    EAST CHICAGO,IN463123503
    NONE PC General Support 75,000
    HOMEBOY INDUSTRIES
    130 BRUNO ST
    LOS ANGELES,CA900121815
    NONE PC General Support 50,000
    GILDAS CLUB CHICAGO
    537 N WELLS ST
    CHICAGO,IL606547113
    NONE PC Chicago Reserve Fund 500,000
    THE THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC Covid 19 Relief 500,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646
    NONE PC General Support 50,000
    MATT TALBOT KITCHEN & OUTREACH INC
    PO BOX 80935
    LINCOLN,NE685010935
    NONE PC General Support 150,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC General Support 100,000
    CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
    1000 LAKE COOK RD
    GLENCOE,IL60022
    NONE PC General Support 100,000
    FOOD BANK OF LINCOLN INC
    4840 DORIS BAIR CIRCLE STE A
    LINCOLN,NE68504
    NONE PC General Support 300,000
    ST CATHERINE HOSPITAL INC
    4321 FIR ST
    CHICAGO,IN463123049
    NONE PC General Support 150,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334
    CRAWFORDSVILLE,IN479330334
    NONE PC Food Bank 25,000
    FIRST UNITED METHODIST CHURCH
    352 S MAIN ST
    CROWN POINT,IN463074050
    NONE PC Food Pantry 15,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST THIRD FLOOR
    EVANSTON,IL60208
    NONE PC Ill Violent Death 230,000
    THE POSSE FOUNDATION INC - CHICAGO
    111 W JACKSON BLVD STE 1100
    CHICAGO,IL60604
    NONE PC Chicago Posse Prog 250,000
    CHICAGO SCHOLARS FOUNDATION
    247 S STATE ST STE 700
    CHICAGO,IL60604
    NONE PC General Support 250,000
    TABITHA INC
    4720 RANDOLPH ST
    LINCOLN,NE685103741
    NONE PC COVID-19 Expenses 500,000
    ALL CHICAGO MAKING HOMELESSNESS HISTORY
    651 W WASHINGTON BLVD STE 504
    CHICAGO,IL606612125
    NONE PC City Colleges 300,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC General Support 400,000
    LINCOLN PARK CONSERVANCY
    PO BOX 14703
    CHICAGO,IL606148521
    NONE PC General Support 100,000
    LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY HEALTH
    3010 GRAND AVENUE
    WAUKEGAN,IL60085
    NONE PC Covid 19 Relief 100,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC Scholars of Ill Prog 750,000
    ST CATHERINE HOSPITAL INC
    4321 FIR ST
    CHICAGO,IN463123049
    NONE PC General Support 100,000
    MIDNIGHT CIRCUS IN THE PARKS
    ONE SOUTH DEARBORN
    CHICAGO,IL606032302
    NONE PC General Support 25,000
    ANTI-CRUELTY SOCIETY
    157 W GRAND AVE
    CHICAGO,IL606547105
    NONE PC General Support 30,000
    MEALS ON WHEELS OF NORTHWEST INDIANA INC
    8446 VIRGINIA ST
    MERRILLVILLE,IN464106233
    NONE PC Meal delivery prog 25,000
    HAVEN HOUSE INC
    834 CHICAGO ST
    HAMMOND,IN463271632
    NONE PC General Support 10,000
    IVY TECH FOUNDATION INC
    50 W FALL CREEK PARKWAY NORTH DR
    INDIANAPOLIS,IN462085752
    NONE PC Campus cafe /Covid 50,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC Capital Campaign 500,000
    IGNITE ORG
    180 N MICHIGAN AVE STE 1900
    CHICAGO,IL606017477
    NONE PC General Support 75,000
    NORTHWEST INDIANA CANCER KIDS INC
    PO BOX 824
    SCHERERVILLE,IN463750824
    NONE PC General Support 40,000
    NORTHWEST INDIANA DISTRICT 1 FIREFIGHTER TRAINING
    4203 MONTDALE PARK DR
    VALPARAISO,IN463834098
    NONE PC Training Courses 21,000
    NEWBERRY CONSORT NFP
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC Artistic Co-Directors 100,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD STE 200
    PORTAGE,IN463685000
    NONE PC Challenge Grant Pmt 500,000
    OPEN BOOKS LTD
    651 W LAKE ST
    CHICAGO,IL606611012
    NONE PC Dolly PartonLibrary 500,000
    ST JUDE HOUSE INC
    12490 MARSHALL ST
    CROWN POINT,IN463074856
    NONE PC General Support 25,000
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN CT
    GENEVA,IL601343587
    NONE PC Covid 19 Relief 150,000
    LAMBS FARM INC
    PO BOX 520
    LIBERTYVILLE,IL600480520
    NONE PC General Support 50,000
    NICASA NFP
    31979 N FISH LAKE RD
    ROUND LAKE,IL600739517
    NONE PC General Support 25,000
    MANO A MANO FAMILY RESOURCE CENTER
    6 E MAIN ST
    ROUND LAKE,IL600733602
    NONE PC TANDA/General Supp 75,000
    CHICAGO OPERA THEATER
    70 E LAKE ST STE 415
    CHICAGO,IL606017646
    NONE PC General Support 500,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Homewrk/Family Fund 225,000
    NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL606404407
    NONE PC General Support 1,000,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVENUE
    CHICAGO,IL606042559
    NONE PC General Support 1,000,000
    COMMUNITY CHURCH OF LAKE FOREST & LAKE BLUFF
    117 E SCRANTON AVE
    LAKE BLUFF,IL600442570
    NONE PC Food Pantries 10,000
    LAKE BLUFF OPEN LANDS ASSOCIATION
    PO BOX 449
    LAKE BLUFF,IL600440449
    NONE PC General Support 13,446
    EXECUTIVE SERVICE CORPS OF CHICAGO
    207 E OHIO ST 212
    CHICAGO,IL60611
    NONE PC General Support 30,000
    DIGESTIVE HEALTH FOUNDATION
    541 N FAIRBANKS CT STE 800
    CHICAGO,IL606113732
    NONE PC E. Blackwell Fund 1,000,000
    CHICAGO COALITION TO SAVE OUR MENTAL HEALTH CENTER
    5760 W IRVING PARK RD
    CHICAGO,IL606342623
    NONE PC Mental Health Prog 250,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE PC IWERC INNOV/OPP FUND 2,000,000
    CHICAGO COMMUNITY FOUNDATION
    225 N MICHIGAN AVE STE 2200
    CHICAGO,IL606017757
    NONE PC Covid 19 Relief 300,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL61801
    NONE PC PPE Nursing Equip 50,000
    GRAYSLAKE COMMUNITY HIGH SCHOOL DISTRICT #127
    400 N LAKE STREET
    GRAYSLAKE,IL60030
    NONE PC Nutrition programs 25,000
    FAMILY ADVOCATES INC
    1005 MICHIGAN AVE
    LAPORTE,IN463503506
    NONE PC Capital campaign 175,000
    ROLE MODEL MOVEMENT INC NFP
    47 W POLK ST STE 100
    CHICAGO,IL60605
    NONE PC General Support 25,000
    SOUTHSIDE CENTER OF HOPE
    6423 S WOODLAWN AVE
    CHICAGO,IL606373817
    NONE PC General Support 25,000
    HCS FAMILY SERVICES
    19 E CHICAGO AVE
    HINSDALE,IL605213431
    NONE PC General Support 50,000
    AMERICAN BATTLEFIELD TRUST
    1140 PROFESSIONAL COURT
    HAGERSTOWN,MD21740
    NONE PC Pres Battlefield Land 25,000
    MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELO
    433 CHESTNUT ST
    BEREA,KY404031510
    NONE PC General Support 25,000
    LINCOLN COMMUNITY PLAYHOUSE INC
    2500 S 56TH ST
    LINCOLN,NE685063503
    NONE PC General Support 50,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC General Support 15,000
    LINCOLN PARKS & RECREATION FNDN
    3131 O ST
    LINCOLN,NE685101534
    NONE PC Cascade Fountain 50,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Standing Bear Fund 25,000
    LOYOLA UNIVERSITY OF CHICAGO
    820 N MICHIGAN AVE
    CHICAGO,IL60611
    NONE PC Scholarship fund 3,250,000
    CHICAGO STATE FOUNDATION
    9501 S KING DR STE 322
    CHICAGO,IL606281501
    NONE PC RISE Academy Prog 50,000
    MATT TALBOT KITCHEN & OUTREACH INC
    PO BOX 80935
    CHICAGO,NE685010935
    NONE PC General Support 100,000
    AMERICAN NATIONAL RED CROSS
    2200 WEST HARRISON STREET
    CHICAGO,IL60612
    NONE PC Midwest Flood Relief 250,000
    AMERICAN PLAYERS THEATRE OF WISCONSIN INC
    5950 GOLF COURSE RD
    SPRING GREEN,WI535888036
    NONE PC General Support 100,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC General Support 65,000
    BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD STE 200
    PORTAGE,IN463685000
    NONE PC Boys & Girls Club 500,000
    MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
    PO BOX 334
    CRAWFORDSVILLE,IN479330334
    NONE PC Covid 19 relief 10,000
    IVY TECH FOUNDATION INC
    50 W FALL CREEK PARKWAY NORTH DR
    INDIANAPOLIS,IN462085752
    NONE PC Campus upgrades 24,000
    RUSH UNIVERSITY MEDICAL CENTER
    1201 W HARRISON ST STE 300
    CHICAGO,IL60607
    NONE PC Gift Agreement 1,000,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC Youth Programs 500,000
    LINCOLN PARK CONSERVANCY
    PO BOX 14703
    CHICAGO,IL606148521
    NONE PC General Support 3,000,000
    FACING HISTORY AND OURSELVES INC
    16 HURD RD
    BROOKLINE,MA024456919
    NONE PC FHO Curriculum pro 300,000
    STORYCATCHERS THEATRE
    544 W OAK STREET SUITE 1005
    CHICAGO,IL60610
    NONE PC General Support 200,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL606323920
    NONE PC General Support 155,000
    ROLE MODEL MOVEMENT INC NFP
    47 W POLK ST STE 100
    CHICAGO,IL60605
    NONE PC General Support 220,000
    A BETTER CHICAGO
    200 W MADISON ST FL 3
    CHICAGO,IL606063412
    NONE PC Emergency Relief 300,000
    LINCOLN CHILDRENS ZOO
    1222 S 27TH ST
    LINCOLN,NE685021832
    NONE PC Covid 19 relief 200,000
    ADLER PLANETARIUM
    1300 S LAKE SHORE DR
    CHICAGO,IL606052403
    NONE PC General Support 500,000
    ANTI-DEFAMATION LEAGUE - CHICAGO
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC General Support 200,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC General Support 500,000
    CITY OF CHICAGO
    78 EAST WASHINGTON ST 4TH FLOOR
    CHICAGO,IL60602
    NONE PC BUILDING RENOVATION 650,000
    Total .................................bullet 3a 81,383,000
    bApproved for future payment
    WAUKEGAN PARK DISTRICT
    1324 GOLF ROAD
    WAUKEGAN,IL60087
    NONE PC RENOVATE LIBRARY 1,000,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST STREET NE STE 400
    WASHINGTON,DC20002
    NONE PC FIREARMS SUICIDE 250,000
    NEWBERRY CONSORT
    6530 N GREENVIEW AVE
    CHICAGO,IL606265008
    NONE PC GENERAL OPERATIONS 50,000
    ANTI-DEFAMATION LEAGUE
    120 SOUTH LASALLE
    CHICAGO,IL60603
    NONE PC ANTI-BIAS TRAINING 2,000,000
    BARD COLLEGE
    PO BOX 5000
    ANNADALEONHUDSON,NY125045000
    NONE PC BPI WOMEN'S 500,000
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC TMW CENTER 3,000,000
    CHICAGO PUBLIC EDUCATION FUND
    200 W ADAMS ST STE 2150
    CHICAGO,IL606065244
    NONE PC GENERAL OPERATIONS 500,000
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC SCHOOL RESEARCH 3,000,000
    ONEGOAL
    180 N WABASH AVE STE 800
    CHICAGO,IL60601
    NONE PC GENERAL OPERATIONS 500,000
    GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING
    8 S MICHIGAN AVE STE 700
    CHICAGO,IL606033463
    NONE PC SCHOLARS PROGRAM 1,000,000
    NEBRASKA CULTURAL ENDOWMENT
    1004 FARNAM ST PLAZA LEVEL
    OMAHA,NE68102
    NONE PC NE HUMANITIES 350,000
    NEBRASKA COMMUNITY FOUNDATION
    PO BOX 83107
    LINCOLN,NE685013107
    NONE PC CHALLENGE GRANT 500,000
    RUSH UNIVERSITY MEDICAL CENTER
    1201 W HARRISON ST STE 300
    CHICAGO,IL60607
    NONE PC GEM LIFE STUDY 750,000
    WAKEGAN PARK DISTRICT
    1324 GOLF ROAD
    WAUKEGAN,IL60087
    NONE PC RENOVATE LIBRARY 2,000,000
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
    NONE PC TMW CENTER 2,800,000
    WAUKEGAN PARK DISTRICT
    1324 GOLF ROAD
    WAUKEGAN,IL60087
    NONE PC RENOVATE LIBRARY 2,000,000
    Total .................................bullet 3b 20,200,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 5,421,955  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,360,512  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   6,782,467  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,782,467
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    Additional Data


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