Instrumentl eFile Render
Object ID: 202320809349100102 - Rendered 2024-05-08
TIN: 47-0732237
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
08-01-2021
, and ending
07-31-2022
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 SUITE 2400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago
,
IL
606064211
A Employer identification number
47-0732237
B
Telephone number (see instructions)
(312) 236-2208
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
114,170,246
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
3,568,149
3,568,149
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,576,449
b
Gross sales price for all assets on line 6a
928,452
7
Capital gain net income (from Part IV, line 2)
...
1,576,449
8
Net short-term capital gain
.........
9
Income modifications
...........
891,768
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)
.......
42,633
42,633
12
Total.
Add lines 1 through 11
........
5,187,231
5,187,231
891,768
13
Compensation of officers, directors, trustees, etc.
1,083,885
216,777
867,108
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
47,740
9,548
0
38,192
b
Accounting fees (attach schedule)
.......
50,120
25,060
0
25,060
c
Other professional fees (attach schedule)
....
44,247
44,247
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
110,030
18,723
44,307
19
Depreciation (attach schedule) and depletion
...
361
361
20
Occupancy
..............
59,155
11,831
47,324
21
Travel, conferences, and meetings
.......
7,150
1,430
5,720
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
166,668
33,334
133,334
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,569,356
361,311
0
1,161,045
25
Contributions, gifts, grants paid
.......
66,514,077
66,514,077
26
Total expenses and disbursements.
Add lines 24 and 25
68,083,433
361,311
0
67,675,122
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-62,896,202
b
Net investment income
(if negative, enter -0-)
4,825,920
c
Adjusted net income
(if negative, enter -0-)
...
891,768
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Form 990-PF (2021)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
13,064,502
30,393,250
30,393,249
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
157,313,761
79,341,250
80,200,311
b
Investments—corporate stock (attach schedule)
.......
1,174,158
785,022
1,803,600
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
3,094
Less: accumulated depreciation (attach schedule)
3,094
361
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
1,959,508
988,334
1,773,086
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
173,512,290
111,507,856
114,170,246
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
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
173,512,290
111,507,856
29
Total net assets or fund balances
(see instructions)
.....
173,512,290
111,507,856
30
Total liabilities and net assets/fund balances
(see instructions)
.
173,512,290
111,507,856
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
173,512,290
2
Enter amount from Part I, line 27a
.....................
2
-62,896,202
3
Other increases not included in line 2 (itemize)
3
891,768
4
Add lines 1, 2, and 3
..........................
4
111,507,856
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
111,507,856
Form
990-PF
(2021)
Form 990-PF (2021)
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
BERKSHIRE HTWY
2015-09-22
2022-01-04
b
L/T GAIN - PARTNERSHIP
c
S/T GAIN - PARTNERSHIP
d
U.S. TREASURY BILLS
e
(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
928,452
389,136
539,316
b
884,285
c
3,750
d
149,098
e
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
539,316
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,576,449
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
...................
3
Form
990-PF
(2021)
Form 990-PF (2021)
Page
4
Part V
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
67,080
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
67,080
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
76,671
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
25,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
101,671
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
34,591
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
34,591
Refunded
11
Part VI-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 the instructions
for the 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
,
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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
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
(2021)
Form 990-PF (2021)
Page
5
Part VI-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 address
WWW.FULKFF.ORG
14
The books are in care of
MARCIA COFFMAN
Telephone no.
(312) 236-2208
Located at
150 S WACKER DR SUITE 2400
CHICAGO
IL
ZIP+4
606064211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(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)?
......................
1a(5)
No
(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.)
...............
1a(6)
No
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
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2021?
.............
1d
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 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
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.
20
,
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 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 2021.)
.....................
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 2021?
..
4b
No
Form
990-PF
(2021)
Form 990-PF (2021)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
Yes
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
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
No
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
Yes
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?
.............................
6a
No
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?
7a
No
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?
.........................
8
No
Part VII
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
5.5
150,000
0
0
150 S WACKER DRIVE STE 2400
CHICAGO
,
IL
60606
MARCIA COFFMAN
TREASURER/ADMINISTRATOR
27.5
303,885
0
0
150 S WACKER DRIVE STE 2400
CHICAGO
,
IL
60606
N JANE MORRISON
PRESIDENT
21.0
210,000
0
0
150 S WACKER DRIVE STE 2400
CHICAGO
,
IL
60606
LINDA KRONING
SECRETARY
20.0
210,000
0
0
150 S WACKER DRIVE STE 2400
CHICAGO
,
IL
60606
RUSSELL BARTMES
VICE PRESIDENT
26.0
210,000
0
0
150 S WACKER DRIVE STE 2400
CHICAGO
,
IL
60606
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
...................
Form
990-PF
(2021)
Form 990-PF (2021)
Page
7
Part VII
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
FORVIS LLP
ACCOUNTING SERVICES
50,120
1248 O STREET STE 1040
LINCOLN
,
NE
68508
FOUNDATION SOURCE
ADMIN SUPPORT
129,700
55 WALLS DR 302
FAIRFIELD
,
CT
06824
Total
number of others receiving over $50,000 for professional services
.............
Part VIII-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 VIII-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
.........................
Form
990-PF
(2021)
Form 990-PF (2021)
Page
8
Part IX
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
119,338,237
b
Average of monthly cash balances
.......................
1b
25,944,144
c
Fair market value of all other assets (see instructions)
................
1c
1,964,767
d
Total
(add lines 1a, b, and c)
.........................
1d
147,247,148
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
147,247,148
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
2,208,707
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
145,038,441
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
7,251,922
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
7,251,922
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
67,080
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
67,080
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
7,184,842
4
Recoveries of amounts treated as qualifying distributions
................
4
891,768
5
Add lines 3 and 4
............................
5
8,076,610
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
8,076,610
Part XI
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
67,675,122
b
Program-related investments—total from Part VIII-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 XII, line 4.
4
67,675,122
Form
990-PF
(2021)
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
8,076,610
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
0
b
Total for prior years:
2019
,
2018
,
2017
0
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
15,130,823
b
From 2017
......
39,377,660
c
From 2018
......
50,446,873
d
From 2019
......
68,707,161
e
From 2020
......
56,164,098
f
Total
of lines 3a through e
........
229,826,615
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
67,675,122
a
Applied to 2020, 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 2021 distributable amount
.....
8,076,610
e
Remaining amount distributed out of corpus
59,598,512
5
Excess distributions carryover applied to 2021.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
289,425,127
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 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
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 2016 not
applied on line 5 or line 7 (see instructions)
...
15,130,823
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
274,294,304
10
Analysis of line 9:
a
Excess from 2017
....
39,377,660
b
Excess from 2018
....
50,446,873
c
Excess from 2019
....
68,707,140
d
Excess from 2020
....
56,164,119
e
Excess from 2021
....
59,598,512
Form
990-PF
(2021)
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2021, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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
ROBERT W FULK
WILMA B FULK
b
List 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
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2021)
Form 990-PF (2021)
Page
11
Part XIV
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)
a
Paid during the year
21ST CENTURY CHARTER SCHOOL AT GARY INC
556 WASHINGTON ST
GARY
,
IN
464021915
NONE
PC
PEER TUTOR PROGRAM
50,000
A BETTER CHICAGO
200 W MADISON ST 3RD FLOOR
CHICAGO
,
IL
606063412
NONE
PC
GENERAL SUPPORT
1,000,000
ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
944 CLOCK TOWER DR STE B
SPRINGFIELD
,
IL
627046022
NONE
PC
ABRAHAM LINCOLN PROJECT
75,000
ADLER PLANETARIUM
1300 S DUSABLE LAKESHORE
CHICAGO
,
IL
60605
NONE
PC
DIGITIZATION - AUDIO VISUAL MATERIALS
60,000
ADLER PLANETARIUM
1300 S DUSABLE LAKESHORE
CHICAGO
,
IL
60605
NONE
PC
GENERAL SUPPORT
50,000
ALBANY PARK THEATER PROJECT
PO BOX 25072
CHICAGO
,
IL
60625
NONE
PC
PORT OF ENTRY
25,000
AMERICAN DIABETES ASSOCIATION INC
2451 CRYSTAL DRIVE STE 900
ARLINGTON
,
VA
22202
NONE
PC
CAMP PLANET D
50,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY ST
PHILADELPHIA
,
PA
191021403
NONE
PC
GENERAL SUPPORT
100,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY ST
PHILADELPHIA
,
PA
191021403
NONE
PC
FELLOWSHIP PROGRAM
200,000
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STREET
CHICAGO
,
IL
60612
NONE
PC
HURRICANE IDA RELIEF
500,000
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STREET
CHICAGO
,
IL
60612
NONE
PC
DISASTER RELIEF
250,000
ANTI-CRUELTY SOCIETY
157 W GRAND AVE
CHICAGO
,
IL
606547105
NONE
PC
CANINES FOR KINDNESS
35,000
ART IMPACT PROJECT NFP
794 OAKWOOD AVE
LAKE FOREST
,
IL
600451805
NONE
PC
GENERAL SUPPORT
10,000
BARD COLLEGE
PO BOX 5000
ANNANDALEONHUDSON
,
NY
125045000
NONE
PC
BPI WOMEN'S COLLEGE
750,000
BEVERLY AREA ARTS ALLIANCE
10122 S WOOD ST
CHICAGO
,
IL
606432014
NONE
PC
GENERAL SUPPORT
50,000
BEVERLY ART CENTER
2407 W 111TH ST
CHICAGO
,
IL
606551309
NONE
PC
GENERAL SUPPORT
30,000
BOTTOM LINE INC
500 AMORY ST SUITE 3
BOSTON
,
MA
021302775
NONE
PC
GENERAL SUPPORT
15,000
BOXING OUT NEGATIVITY INC
4059 W 21ST ST
CHICAGO
,
IL
606232809
NONE
PC
GENERAL SUPPORT
10,000
BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
3691 WILLOWCREEK RD STE 200
PORTAGE
,
IN
463685000
NONE
PC
CAPITAL CAMPAIGN
1,000,000
BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC
3691 WILLOWCREEK RD STE 200
PORTAGE
,
IN
463685000
NONE
PC
RENOVATION
100,000
BROWNVILLE FINE ARTS ASSOCIATION
PO BOX 4
BROWNVILLE
,
NE
683210004
NONE
PC
GENERAL SUPPORT
10,000
CALUMET COLLEGE
2400 NEW YORK AVE
WHITING
,
IN
463942146
NONE
PC
FOOD PANTRY
50,268
CAMPBELL FOUNDATION
1400 S GERMANTOWN RD
GERMANTOWN
,
TN
381382205
NONE
PC
GENERAL SUPPORT
50,000
CENTERPOINTE INC
2633 P ST
LINCOLN
,
NE
685033528
NONE
PC
HEALTHY MINDS & BODIES
250,000
CENTERPOINTE INC
2633 P ST
LINCOLN
,
NE
685033528
NONE
PC
HEALTHY MINDS & BODIES
250,000
CENTERPOINTE INC
2633 P ST
LINCOLN
,
NE
685033528
NONE
PC
HEALTHY MINDS & BODIES
500,000
CHALKBEAT INC
450 7TH AVE 32ND FL
NEW YORK
,
NY
10123
NONE
PC
GENERAL SUPPORT
250,000
CHICAGO COALITION TO SAVE OUR MENTAL HEALTH CENTER
5760 W IRVING PARK RD
CHICAGO
,
IL
606342623
NONE
PC
PROGRAM EXPANSION
250,000
CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA
1000 LAKE COOK RD
GLENCOE
,
IL
60022
NONE
PC
GENERAL SUPPORT
50,000
CHICAGO PUBLIC EDUCATION FUND
200 W ADAMS ST STE 1175
CHICAGO
,
IL
606065241
NONE
PC
GENERAL SUPPORT
1,000,000
CHICAGO SHAKESPEARE THEATER
800 E GRAND AVE
CHICAGO
,
IL
606115436
NONE
PC
TEAM SHAKESPEARE
20,000
CHICAGO SURVIVORS INC
1010 W 35TH ST
CHICAGO
,
IL
606091401
NONE
PC
GENERAL SUPPORT
50,000
CHICAGO YOUTH BOXING CLUB INC
2300 S MILLARD AVE
CHICAGO
,
IL
606233109
NONE
PC
GENERAL SUPPORT
10,000
CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOU
42 W MADISON ST
CHICAGO
,
IL
606024309
NONE
PC
SKYLINE CURRICULUM
100,000
CITY COLLEGES OF CHICAGO FOUNDATION
180 N WABASH AVE STE 200
CHICAGO
,
IL
606013608
NONE
PC
CCC STEP PROGRAM
500,000
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
1,097,457
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
1,171,052
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
1,572,563
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
1,207,810
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
653,602
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
590,085
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
533,571
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
449,177
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
1,021,992
COLLEGE OF LAKE COUNTY FOUNDATION
19351 W WASHINGTON ST
GRAYSLAKE
,
IL
600301148
NONE
PC
CDL PROG SCHOLARSHIPS
110,000
COLLEGE OF LAKE COUNTY FOUNDATION
19351 W WASHINGTON ST
GRAYSLAKE
,
IL
600301148
NONE
PC
URBAN AG FACILITY
1,000,000
COMMUNITY CONSOLIDATED SCHOOL DISTRICT 21
999 W DUNDEE RD
WHEELING
,
IL
60090
NONE
PC
HEALTH CLINIC
1,000,000
CROSSROADS YOUNG MENS CHRISTIAN ASSOCIATION INC
100 W BURRELL DR
CROWN POINT
,
IN
463079040
NONE
PC
HAMMOND WOODMAR YMCA
250,000
DEBATE IT FORWARD
321 WILLOUGHBY WAY W
MINNETONKA
,
MN
553055377
NONE
PC
GENERAL SUPPORT
25,000
DESIGN MUSEUM OF CHICAGO
78 E WASHINGTON ST
CHICAGO
,
IL
606024801
NONE
PC
GENERAL SUPPORT
20,000
DESIGNS FOR DIGNITY
445 N WELLS ST STE 402
CHICAGO
,
IL
606544534
NONE
PC
GENERAL SUPPORT
10,000
DIGESTIVE HEALTH FOUNDATION
676 N ST CLAIR ST 14TH FL
CHICAGO
,
IL
606112951
NONE
PC
PROGRAM SUPPORT
1,000,000
ENLACE CHICAGO
2756 S HARDING AVE
CHICAGO
,
IL
606234407
NONE
PC
GENERAL SUPPORT
250,000
ERIE ELEMENTARY CHARTER SCHOOL
1405 N WASHTENAW AVE
CHICAGO
,
IL
606221632
NONE
PC
GENERAL SUPPORT
10,000
ERIKSON INSTITUTE
451 N LA SALLE DR
CHICAGO
,
IL
606544510
NONE
PC
EDUCATION PROGRAMS
300,000
ERIKSON INSTITUTE
451 N LA SALLE DR
CHICAGO
,
IL
606544510
NONE
PC
EDUCATION PROGRAMS
2,200,000
EXECUTIVE SERVICE CORPS OF CHICAGO
207 E OHIO ST 212
CHICAGO
,
IL
60611
NONE
PC
GENERAL SUPPORT
80,000
FAMILY ADVOCATES INC
1005 MICHIGAN AVE
LAPORTE
,
IN
463503506
NONE
PC
CAPITAL CAMPAIGN
100,000
FCNL EDUCATION FUND
245 2ND ST NE
WASHINGTON
,
DC
200025761
NONE
PC
EDUCATION PROGRAMS
250,000
FOOD BANK OF LINCOLN INC
4840 DORIS BAIR CIRCLE STE A
LINCOLN
,
NE
68504
NONE
PC
GENERAL SUPPORT
150,000
FOX LAKE ROTARY CLUB FOUNDATION
PO BOX 363
FOX LAKE
,
IL
600200363
NONE
PC
KIDS HOLIDAY PARTY
15,000
FOX LAKE ROTARY CLUB FOUNDATION
PO BOX 363
FOX LAKE
,
IL
600200363
NONE
PC
KIDS HOLIDAY PARTY
20,000
GILDAS CLUB CHICAGO
537 N WELLS ST
CHICAGO
,
IL
606547113
NONE
PC
GENERAL SUPPORT
500,000
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY
49 WEST 45TH STREET SIXTH FLOOR
NEW YORK
,
NY
100364603
NONE
PC
TEACHER SYMPOSIUM
75,000
GIRLS IN THE GAME NFP
DOUGLAS PARK CULTURAL CENTER FIELD
CHICAGO
,
IL
60623
NONE
PC
GENERAL SUPPORT
10,000
GRANT PARK ORCHESTRAL ASSOCIATION
205 E RANDOLPH ST
CHICAGO
,
IL
606016530
NONE
PC
ENDOWMENT FUND
1,000,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE
CHICAGO
,
IL
606323920
NONE
PC
GENERAL SUPPORT
15,000
HIGHWOOD PUBLIC LIBRARY
102 HIGHWOOD AVE
HIGHWOOD
,
IL
60040
NONE
PC
CONSTRUCTION PROJECT
300,000
HOLY CROSS COLLEGE INC
54515 STATE RD 933 NORTH
NOTRE DAME
,
IN
46556
NONE
PC
EDUCATION PROGRAMS
50,000
HOMEBOY INDUSTRIES
130 BRUNO ST
LOS ANGELES
,
CA
900121815
NONE
PC
GENERAL SUPPORT
10,000
HOPE CHICAGO INC
303 E WACKER DR STE 2109
CHICAGO
,
IL
606015312
NONE
PC
HOPE CHICAGO PROGRAM
1,000,000
HOPE CHICAGO INC
303 E WACKER DR STE 2109
CHICAGO
,
IL
606015312
NONE
PC
HOPE CHICAGO PROGRAM
1,000,000
HOSPICE OF THE CALUMET AREA INC
600 SUPERIOR AVE
MUNSTER
,
IN
463214032
NONE
PC
GENERAL SUPPORT
10,000
HUMBOLDT PARK HEALTH
1044 N FRANCISCO AVE
CHICAGO
,
IL
606222743
NONE
PC
GENERAL SUPPORT
100,000
ILLINOIS ACTION FOR CHILDREN
4753 N BROADWAY ST STE 1200
CHICAGO
,
IL
606404982
NONE
PC
GENERAL SUPPORT
500,000
IMPACTING VETERANS LIVES INC
2323 GREEN BAY RD STE B
NORTH CHICAGO
,
IL
600643062
NONE
PC
GENERAL SUPPORT
50,000
INDEPENDENCE CENTER INC
2025 WASHINGTON ST
WAUKEGAN
,
IL
600855131
NONE
PC
GENERAL SUPPORT
500,000
INNER-CITY COMPUTER STARS FOUNDATION
415 N DEARBORN ST STE 300
CHICAGO
,
IL
606544698
NONE
PC
TRAINING EXPANSION
15,000
INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR
PO BOX 228
PETROLIA
,
CA
95558
NONE
PC
GENERAL SUPPORT
50,000
INTUIT THE CENTER FOR INTUITIVE AND OUTSIDE ART
OUTSIDER ART 756 N MILWAUKEE AVE
CHICAGO
,
IL
60642
NONE
PC
SUMMER YOUTH PROGRAM
10,000
IVY TECH FOUNDATION INC
50 W FALL CREEK PARKWAY NORTH DR
INDIANAPOLIS
,
IN
462085752
NONE
PC
EDUCATION ASSISTANCE
50,000
IVY TECH FOUNDATION INC
50 W FALL CREEK PARKWAY NORTH DR
INDIANAPOLIS
,
IN
462085752
NONE
PC
PROGRAM EXPANSION
50,000
KENTUCKY NATURAL LANDS TRUST INC
433 CHESTNUT ST
BEREA
,
KY
404031510
NONE
PC
HENDERSON ACQUISITION
437,500
KIDS FIRST CHICAGO FOR EDUCATION
21 S CLARK ST STE 4301
CHICAGO
,
IL
606032022
NONE
PC
GENERAL SUPPORT
1,000,000
LAKE BLUFF OPEN LANDS ASSOCIATION
PO BOX 449
LAKE BLUFF
,
IL
600440449
NONE
PC
GENERAL SUPPORT
14,500
LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION
100 E OLD MILL ROAD
LAKE BLUFF
,
IL
60044
NONE
PC
HALL IMPROVEMENTS
53,000
LAMBS FARM INC
PO BOX 520
LIBERTYVILLE
,
IL
600480520
NONE
PC
GENERAL SUPPORT
40,000
LAUREUS SPORT FOR GOOD FOUNDATION OF AMERICA
645 FIFTH AVENUE NO 5TH FL
NEW YORK
,
NY
100225944
NONE
PC
GENERAL SUPPORT
10,000
LEMONS OF LOVE INC
433 E GOLF RD
DES PLAINES
,
IL
600162233
NONE
PC
GENERAL SUPPORT
25,000
LIGHTHOUSE
2601 N ST
LINCOLN
,
NE
685101334
NONE
PC
GENERAL SUPPORT
115,000
LINCOLN CHILDRENS ZOO
1222 S 27TH ST
LINCOLN
,
NE
685021832
NONE
PC
CAPITAL ITEMS
500,000
LINCOLN COMMUNITY PLAYHOUSE INC
2500 S 56TH ST
LINCOLN
,
NE
685063503
NONE
PC
BOOKS
10,000
LINCOLN PARK CONSERVANCY
PO BOX 14703
CHICAGO
,
IL
60614
NONE
PC
PARK IMPROVEMENTS
350,000
LINCOLN PARK VILLAGE INC
2502 N CLARK ST
CHICAGO
,
IL
606141850
NONE
PC
GENERAL SUPPORT
200,000
LYRIC OPERA OF CHICAGO
20 N WACKER DR STE 860
CHICAGO
,
IL
606062899
NONE
PC
MILLENNIUM PARK CONCERT
2,500,000
MALONE COMMUNITY CENTER
2032 U ST
LINCOLN
,
NE
685032955
NONE
PC
GENERAL SUPPORT
50,000
MALONE COMMUNITY CENTER
2032 U ST
LINCOLN
,
NE
685032955
NONE
PC
NEW BUILDING
500,000
MANO A MANO FAMILY RESOURCE CENTER
6 E MAIN ST
ROUND LAKE PK
,
IL
600733602
NONE
PC
GENERAL SUPPORT
40,000
MATT TALBOT KITCHEN & OUTREACH INC
PO BOX 80935
LINCOLN
,
NE
685010935
NONE
PC
GENERAL SUPPORT
150,000
MEALS ON WHEELS OF NORTHWEST INDIANA INC
8446 VIRGINIA ST
MERRILLVILLE
,
IN
464106233
NONE
PC
GENERAL SUPPORT
10,000
MEALS ON WHEELS OF NORTHWEST INDIANA INC
8446 VIRGINIA ST
MERRILLVILLE
,
IN
464106233
NONE
PC
GENERAL SUPPORT
9,000
MICHAEL REESE HEALTH TRUST
150 N WACKER DR STE 2320
CHICAGO
,
IL
606061608
NONE
PC
GENERAL SUPPORT
900,000
MIDNIGHT CIRCUS IN THE PARKS
1 S DEARBORN ST
CHICAGO
,
IL
606032302
NONE
PC
2022 PARKS TOUR
30,000
MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
PO BOX 334
CRAWFORDSVILLE
,
IN
479330334
NONE
PC
GENERAL SUPPORT
602,500
MONTGOMERY COUNTY COMMUNITY FOUNDATION INC
PO BOX 334
CRAWFORDSVILLE
,
IN
479330334
NONE
PC
LIBRARY IMPROVEMENTS
50,000
NATIONAL ARBOR DAY FOUNDATION
211 N 12TH ST SUITE 501
LINCOLN
,
NE
68508
NONE
PC
APPLE HOUSE PROJECT
500,000
NATIONAL AUDUBON SOCIETY INC
225 VARICK STREET 7TH FLOOR
NEW YORK
,
NY
100144396
NONE
PC
CALUMET PROJECT
50,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
GENERAL SUPPORT
175,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
YOUTH FUND
2,000,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
DENTAL PROJECT
100,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
DENTAL PROJECT
150,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
GRANT MATCH
250,000
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
YOUTH ENGAGEMENT FUND
50,000
NEBRASKA HUMANITIES COUNCIL
215 CENTENNIAL MALL S STE 330
LINCOLN
,
NE
685081836
NONE
PC
GOVERNOR'S LECTURE
25,000
NEBRASKA HUMANITIES COUNCIL
215 CENTENNIAL MALL S STE 330
LINCOLN
,
NE
685081836
NONE
PC
PRIME TIME SUPPORT
40,000
NEWBERRY CONSORT NFP
6530 N GREENVIEW AVE
CHICAGO
,
IL
606265008
NONE
PC
GENERAL SUPPORT
350,000
NICASA NFP
31979 N FISH LAKE RD
ROUND LAKE
,
IL
600739517
NONE
PC
BLOCK BY BLOCK PROGRAM
50,000
NICASA NFP
31979 N FISH LAKE RD
ROUND LAKE
,
IL
600739517
NONE
PC
GENERAL SUPPORT
50,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN CT
GENEVA
,
IL
601343587
NONE
PC
CENTER IMPROVEMENTS
500,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN CT
GENEVA
,
IL
601343587
NONE
PC
DISTRIBUTION FACILITY
500,000
NORTHERN ILLINOIS RECOVERY COMMUNITY ORGANIZATION
202 S GENESEE ST
WAUKEGAN
,
IL
600856543
NONE
PC
BLOCK BY BLOCK PROGRAM
50,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST THIRD FLOOR
EVANSTON
,
IL
60208
NONE
PC
VENTURE EQUITY CLASS
250,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST THIRD FLOOR
EVANSTON
,
IL
60208
NONE
PC
IVDRS AND SUDORS
230,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST THIRD FLOOR
EVANSTON
,
IL
60208
NONE
PC
IVDRS AND SUDORS
275,000
ONEGOAL
180 N WABASH AVE STE 800
CHICAGO
,
IL
60601
NONE
PC
EDUCATIONAL PROGRAM
500,000
PARTNERSHIP FOR COLLEGE COMPLETION
200 S MICHIGAN AVE STE 1410
CHICAGO
,
IL
606042468
NONE
PC
GENERAL SUPPORT
500,000
PLANNED PARENTHOOD OF ILLINOIS
17 N STATE STREET
CHICAGO
,
IL
606023315
NONE
PC
GENERAL SUPPORT
100,000
PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P
1899 W WINCHESTER RD
LIBERTYVILLE
,
IL
600485367
NONE
PC
EDUCATION CENTER
2,000,000
PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P
1899 W WINCHESTER RD
LIBERTYVILLE
,
IL
600485367
NONE
PC
EDUCATION CENTER
200,000
RECIPE FOR CHANGE
PO BOX 57
WINNETKA
,
IL
60093
NONE
PC
GENERAL SUPPORT
10,000
ROUND LAKE CUSD 116
884 W NIPPERSINK RD
ROUND LAKE
,
IL
60073
NONE
PC
MOUNTAIN TOP PROGRAM
75,000
SCHOOL OF AMERICAN MUSIC
14 MAPLE ST
THREE OAKS
,
MI
491281131
NONE
PC
FUTURE FUND
25,000
SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
1235 DOUGLAS DR
CARBONDALE
,
IL
629012591
NONE
PC
GENERAL SUPPORT
65,000
SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
1235 DOUGLAS DR
CARBONDALE
,
IL
629012591
NONE
PC
SCHOLARSHIP FUND
1,000,000
ST CATHERINE HOSPITAL INC
10010 DONALD S POWERS DR
MUNSTER
,
IN
463214054
NONE
PC
SURGICAL SYSTEM
470,000
ST CATHERINE HOSPITAL INC
10010 DONALD S POWERS DR
MUNSTER
,
IN
463214054
NONE
PC
CYBERKNIFE S7
1,500,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLACE
MEMPHIS
,
TN
381053678
NONE
PC
BIOMEDICAL LIBRARY
100,000
ST JUDE HOUSE INC
12490 MARSHALL ST
CROWN POINT
,
IN
463074856
NONE
PC
SECURITY
105,000
ST JUDE HOUSE INC
12490 MARSHALL ST
CROWN POINT
,
IN
463074856
NONE
PC
MOBILE ADVOCACY PROGRAM
391,768
ST JUDE HOUSE INC
12490 MARSHALL ST
CROWN POINT
,
IN
463074856
NONE
PC
GENERAL SUPPORT
8,232
SURGE INSTITUTE
2045 W GRAND AVE STE B PMB 63441
CHICAGO
,
IL
60612
NONE
PC
FELLOWSHIP PROGRAM
15,000
TABITHA INC
4720 RANDOLPH ST
LINCOLN
,
NE
685103741
NONE
PC
GENERAL SUPPORT
45,000
TABITHA INC
4720 RANDOLPH ST
LINCOLN
,
NE
685103741
NONE
PC
BUILDING CAMPAIGN
5,000,000
THE BLOC
1345 N KARLOV AVE
CHICAGO
,
IL
606511958
NONE
PC
GENERAL SUPPORT
10,000
THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
3015 W DIVISION ST
CHICAGO
,
IL
606222739
NONE
PC
BUILDING CONSTRUCTION
125,000
THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU
3015 W DIVISION ST
CHICAGO
,
IL
606222739
NONE
PC
ORCHESTRA EXPENSES
80,000
THE SALVATION ARMY - MEMPHIS & MID-SOUTH CHAPTER
696 JACKSON AVE
MEMPHIS
,
TN
38105
NONE
PC
RED KETTLE MATCH
50,000
UNION LEAGUE BOYS & GIRLS CLUBS
65 W JACKSON BLVD
CHICAGO
,
IL
606043507
NONE
PC
GENERAL SUPPORT
40,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVE
CHICAGO
,
IL
60637
NONE
PC
TMW CENTER
2,800,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVE
CHICAGO
,
IL
60637
NONE
PC
ENDOWMENT FUND
2,000,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVE
CHICAGO
,
IL
60637
NONE
PC
ENDOWMENT FUND
1,000,000
UNIVERSITY OF ILLINOIS FOUNDATION
PO BOX 734500
CHICAGO
,
IL
60673
NONE
PC
IWERC FUND
1,000,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300
LINCOLN
,
NE
68508
NONE
PC
NE INNOVATION STUDIO
200,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300
LINCOLN
,
NE
68508
NONE
PC
UNMC FUND
655,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300
LINCOLN
,
NE
68508
NONE
PC
PROJECT COSTS
75,000
URBAN INITIATIVES INC
650 W LAKE ST STE 340
CHICAGO
,
IL
606611035
NONE
PC
GENERAL SUPPORT
10,000
WAUKEGAN PARK DISTRICT
1324 GOLF ROAD
WAUKEGAN
,
IL
60087
NONE
PC
LIBRARY RENOVATION
4,750,000
WAUKEGAN TO COLLEGE NFP
410 GRAND AVE
WAUKEGAN
,
IL
600854227
NONE
PC
GENERAL SUPPORT
75,000
WILLIAM PENN HOUSE
515 E CAPITOL ST SE
WASHINGTON
,
DC
200031142
NONE
PC
EDUCATIONAL PROGRAM
250,000
WORKING BIKES
2434 S WESTERN AVE
CHICAGO
,
IL
606084723
NONE
PC
GENERAL SUPPORT
10,000
Total
.................................
3a
66,514,077
b
Approved for future payment
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
0
CITY OF CHICAGO
121 N LASALLE ROOM 700
CHICAGO
,
IL
60602
NONE
GOV
CHICAGO CULTURAL CTR
0
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107
LINCOLN
,
NE
685013107
NONE
PC
FUND FOR CHILDREN AND YOUTH
0
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA
3691 WILLOWCREEK RD STE 200
PORTAGE
,
IN
463685000
NONE
PC
BUILDING RENOVATION
0
BARD COLLEGE
PO BOX 5000
ANNANDALEONHUDSON
,
NY
125045000
NONE
PC
BPI WOMEN'S COLLEGE PARTNERSHIP
0
BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA
3691 WILLOWCREEK RD STE 200
PORTAGE
,
IN
463685000
NONE
PC
CAPITAL CAMPAIGN
0
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVE
WHITING
,
IN
463942146
NONE
PC
FOOD PANTRY
0
Total
.................................
3b
5,943,589
Form
990-PF
(2021)
Form 990-PF (2021)
Page
12
Part XV-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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
14
3,568,149
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
1,576,449
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
41
42,633
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
5,187,231
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,187,231
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-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
(2021)
Form 990-PF (2021)
Page
13
Part XVI
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2021)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description