IDP FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: IDP FOUNDATION INC (EIN 26-2753703)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2023-11-11
IRS object ID: 202333159349100203
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Depreciation Schedule
Expenditure Responsibility Stmt
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-11T07:49:38-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	330 N Wabash Suite 3200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262753703	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IDP Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% IRENE PRITZKER	InCareOfNm
Business Name Control	IDPF	BusinessNameControlTxt
Phone	3127550385	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 N MICHIGAN AVENUE Suite 1810	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONNA D SCALI	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	3127550385	PhoneNum
Signature	2023-11-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DONNA D	PersonFirstNm
Person Last	SCALI	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jacob Cook	PreparerPersonNm
PTIN	P01240455	PTIN
Phone	3128569100	PhoneNum
Preparation	2023-11-06	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$64,497,202	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$24	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$24	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,001,971	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,107,756	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,758,321	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,265,302	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,653,869	CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm	-$10,531	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$5,760,316	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,751,118	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$190,830	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,083	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$171,747	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$441,351	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$441,351	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$74,656	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,702	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$72,954	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$56,143	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$56,143	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$149,069	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$74,534	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$74,535	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$722,582	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$320,275	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$402,307	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$55,720	InterestRevAndExpnssAmt
Interest Net Invst Incm	$55,720	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$39,921	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$19,040	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$9,037	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$206,280	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$206,280	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$51,874	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$51,874	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$1,065	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$1,065	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$613,226	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$613,226	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,611,754	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$490,354	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,091,482	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,022,694	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,022,694	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,634,448	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$490,354	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,114,176	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$874,132	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,260,764	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$538	CashBOYAmt
Cash EOY	$392	CashEOYAmt
Cash EOYFMV	$392	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$329,357	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,046,357	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,046,357	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$0	AcctRcvblAmt
Acct Rcvbl BOY	$9	AcctRcvblBOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$1,719,667	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$1,597,128	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$1,719,667	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$1,719,667	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$5,714,559	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$3,938,559	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$3,938,559	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$25,257,469	CorporateStockBOYAmt
Corporate Stock EOY	$20,634,840	CorporateStockEOYAmt
Corporate Stock EOYFMV	$20,634,840	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,242,392	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,676,301	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,676,301	CorporateBondsEOYFMVAmt
Other Investments BOY	$26,364,280	OtherInvestmentsBOYAmt
Other Investments EOY	$35,468,562	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$35,468,562	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$126,009	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$113,485	LandBldgEquipAccumDeprecAmt
Land BOY	$15,135	LandBOYAmt
Land EOY	$12,524	LandEOYAmt
Land EOYFMV	$12,524	LandEOYFMVAmt
Total Assets BOY	$61,520,867	TotalAssetsBOYAmt
Total Assets EOY	$64,497,202	TotalAssetsEOYAmt
Total Assets EOYFMV	$64,497,202	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$13,610	AccountsPayableBOYAmt
Accounts Payable EOY	$3,692	AccountsPayableEOYAmt
Total Liabilities BOY	$13,610	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,692	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$61,507,257	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$64,493,510	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$61,507,257	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$64,493,510	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$61,520,867	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$64,497,202	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$61,507,257	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$874,132	ExcessRevenueOverExpensesAmt
Other Increases	$3,879,394	OtherIncreasesAmt
Subtotal	$64,512,519	SubtotalAmt
Other Decreases	$19,009	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$64,493,510	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY PUB. TRADED SECURITIES	$20,265,302	$16,545,891	$3,719,411	$3,719,411
CAPITAL GAIN DISTRIBUTIONS	$238,951		$238,951	$238,951
FROM PASS-THROUGH INVESTMENTS			$695,507

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,653,869	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$73,125	InvestmentIncomeExciseTaxAmt
Subtotal	$73,125	SubtotalAmt
Tax Based On Investment Income	$73,125	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$127,423	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$80,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$207,423	TotalPaymentsAndCreditsAmt
Overpayment	$134,298	OverpaymentAmt
Applied To ES Tax	$80,000	AppliedToESTaxAmt
Refund	$54,298	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.idpfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	IRENE PRITZKER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3127550385	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 N MICHIGAN AVENUE STE 1810	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60611	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	ForeignAccountsQuestionInd
Foreign Country	GH	ForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
IRENE D PRITZKER
401 N MICHIGAN AVENUE	SUITE 1810	CHICAGO	IL	60611	CO-FOUNDER & CHAIRWOMAN	40.0	$30,000	$0	$0
DONNA D SCALI
401 N MICHIGAN AVENUE	SUITE 1810	CHICAGO	IL	60611	TREASURER	1.0	$0	$0	$0
ROBERT WEXLER
401 N MICHIGAN AVENUE	SUITE 1810	CHICAGO	IL	60611	SECRETARY	0.25	$0	$0	$0
ALISON A EHLKE
401 N MICHIGAN AVENUE	SUITE 1810	CHICAGO	IL	60611	ASSISTANT SECRETARY & C.O.O.	40.0	$160,830	$17,015	$0
LIESEL PRITZKER SIMMONS
401 N MICHIGAN AVENUE	SUITE 1810	CHICAGO	IL	60611	CO-FOUNDER & DIRECTOR	0.25	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
GEORGIA R BROWN
401 N MICHIGAN AVENUE	CHICAGO	IL	60611	ASSOC. EDUCATION MGR	40.0	$45,384	$12,397	$0
CORINA GARDNER
401 N MICHIGAN AVENUE	CHICAGO	IL	60611	C.E.O.	40.0	$259,577	$10,312	$0
CLAIRE ENGLAND
401 N MICHIGAN AVENUE	CHICAGO	IL	60611	BRAND/COMMUNICATIONS	40.0	$94,883	$3,088	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd
MORGAN STANLEY
227 WEST MONROE ST SUITE 3400	CHICAGO	IL	60606	INVESTMENT CONSULT.	$318,062
SCALI & ASSOCIATES PC
190 LIBERTY ROAD SUITE ONE	CRYSTAL LAKE	IL	60014	ACCOUNTING	$104,880
wells narrative group
899 union street	BROOKLYN	NY	11215	consulting	$65,665
ASSOCIATES FOR CHANGE
				consulting	$96,364	11 SUBUKWE CLOSE OFF FARRAR AVENUE	ADABRAKA	GH

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE IDP RISING SCHOOLS PROGRAM, LAUNCHED IN 2009 IN GHANA TO BOOST THE DEVELOPMENT OF EXISTING LOW-COST PRIVATE SCHOOLS BY PROVIDING FINANCIAL LITERACY AND SCHOOL MGMNT. TRAINING.	Description1Txt
Expenses1	$164,388	Expenses1Amt
Description2	(ACTIVITY 1 CONT.) TO DATE THE PROGRAM HAS PROVIDED TRAINING TO OVER 900 SCHOOL PROPRIETORS, IMPACTED 190,000 STUDENTS, AND DISBURSED 700 LOANS WITH A 98% REPAYMENT RATE.	Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	LOAN TO SINAPI ABA TRUST IN GHANA TO SUPPORT THE IDP RISING SCHOOL PROGRAM.	Description1Txt
Expenses1	$500,000	Expenses1Amt
Description2	LOAN TO MORINGA CONNECT TO SUPPORT SMALL FARMING FAMILIES IN GHANA.	Description2Txt
Expenses2	$150,000	Expenses2Amt
Total	$650,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$53,030,098	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$890,599	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$9,002,349	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$62,923,046	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$62,923,046	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$943,846	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$61,979,200	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,098,960	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,098,960	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$73,125	TaxBasedOnInvestmentIncomeAmt
Total Tax	$73,125	TotalTaxAmt
Distributable Before Adj	$3,025,835	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$33,333	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,059,168	DistributableBeforeDedAmt
Distributable As Adjusted	$3,059,168	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,114,176	ExpensesAndContributionsAmt
Program Related Invst Total	$650,000	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$6,764,176	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,059,168	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$781,847	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$990,061	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,771,908	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,764,176	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$3,059,168	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,705,008	RemainingDistriFromCorpusAmt
Total Corpus	$5,476,916	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$5,476,916	ExcessDistriCyovToNextYrAmt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$781,847	ExcessFromYear2Amt
Excess From Year1	$990,061	ExcessFromYear1Amt
Excess From Current Year	$3,705,008	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Province Or StateRecipientForeignAddress/ProvinceOrStateNm
Northwestern University
420 East Superior Street	Chicago	IL	60611	NONE	PC	To support a variety of medical research.	$3,480,000
Global Schools Forumabsolute return for kids
				NONE	PC	To support and represent non-state operators in low- and middle-income countries, so they are better able to deliver quality education to children from low-income families.	$150,000	65 Kingsway	London	UK	WC2B 6TD
Int'l Education Funders Group co Global Dialogue
				NONE	NC	To support a membership that provides a network of education funders.	$2,500	First Floor 10 Queen Street Place	London	UK	EC4R 1BE
Shedd Aquarium
1200 South Lake Shore Drive	Chicago	IL	60605	NONE	PC	To support Shedd's general operations, including the extraordinary care Shedd provides for our more than 32,000 animals, and our commitment to education, community access, and conservation.	$15,000
Museum of Science and Industry
57th Street and Lake Shore Drive	Chicago	IL	60637	None	PC	To support the Museum's Welcome to Science Initiative that supports field trip experiences, after-school science clubs, teen programs, summer learning, teacher and administrator professional development, and more.	$10,000
Sinapi Aba Trust
				none	NC	IDP Rising School Program	$365,194	House No 22A ellis ave nhyiaeso		GH		Kumasi

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,022,694	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,001,971	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,758,321	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$5,760,316	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,760,316	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (27 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
PHONE & VOICEMAIL	2014-03-04	$4,382	$4,382	SL	5
COMPUTER	2015-03-10	$1,191	$1,190	SL	3
COMPUTER	2015-05-15	$1,231	$1,230	SL	3
COMPUTER	2015-09-30	$1,400	$1,400	SL	3
COMPUTER	2015-09-29	$1,500	$1,500	SL	3
COMPUTER	2015-10-21	$1,069	$1,069	SL	3
COMPUTER	2015-10-21	$1,069	$1,069	SL	3
COMPUTER	2015-04-09	$1,805	$1,805	SL	3
COMPUTER	2015-08-28	$1,412	$1,412	SL	3
COMPUTER	2014-02-04	$8,792	$8,792	SL	3
2010 COMPUTERS	2010-07-22	$7,623	$7,623	M5	5
2011 COMPUTERS	2011-06-30	$14,427	$14,427	M5	5
2012 COMPUTERS	2012-04-02	$2,664	$2,664	M5	5
COMPUTER	2013-12-31	$1,734	$1,734	SL	3
OFFICE FURNITURE	2011-08-26	$16,635	$16,635	M5	5
OFFICE FURNITURE	2012-04-02	$775	$775	M5	5
WEBSITE DEVELOP.	2015-12-31	$10,750	$10,750	SL	3
WEBSITE DEVELOP.	2016-01-20	$9,250	$9,250	SL	3
2018 COMPUTERS	2018-02-13	$10,674	$8,896	SL	3	$1,778
2019 COMPUTERS	2019-11-04	$6,856	$3,428	SL	3	$2,285
2019 OFFICE EQUIP	2019-12-06	$571	$171	SL	5	$114
OTHER EQUIPMENT	2019-06-20	$7,646	$2,832	SL	5	$1,529
2020 COMPUTER/TECH	2020-01-03	$1,918	$639	SL	3	$639
2020 COMPUTER/TECH	2020-02-04	$1,085	$332	SL	3	$362
2020 COMPUTER/TECH	2020-05-11	$2,446	$544	SL	3	$815
2020 COMPUTER/TECH	2020-07-27	$1,677	$233	SL	3	$559
2020 COMPUTER/TECH	2020-09-08	$5,987	$665	SL	3	$1,996

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt	Results Of VerificationResultsOfVerificationTxt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
SINAPI ABA TRUST
HOUSE NO 22A ELLIS AVENUE	KUMASI	GH	2021-03-05	$865,194	TO FURTHER EXPAND THE IDP RISING SCHOOLS PROGRAM.	$865,194	NO	03/05/2021	The organization did not conduct independent verification of reports because it had no reason to doubt their accuracy or reliability, pursuant to Regs. 53.4945-5(c)(1).
MORINGA CONNECT
			2021-04-15	$150,000	LOAN TO MORINGA CONNECT TO SUPPORT SMALL FARMING FAMILIES IN GHANA.	$150,000	NO	12/31/2021	The organization did not conduct independent verification of reports because it had no reason to doubt their accuracy or reliability, pursuant to Regs. 53.4945-5(c)(1).	288 NORFOLK ST	CAMBRIDGE	MA	02139

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	990-PF REASON FOR AMENDING	IdentifierTxt
Form And Line Reference	990-PF REASON FOR AMENDING	FormAndLineReferenceDesc
Medium Explanation	THE 2021 FORM 990-PF IS BEING AMENDED TO REPORT $650,000 OF PROGRAM RELATED INVESTMENTS THAT WERE ORIGINALLY REPORTED AS MISSION RELATED INVESTMENTS. THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY WHEN MAKING THESE INVESTMENTS AND IS ALSO INCLUDING THE REQUIRED EXPENDITURE RESPONSIBILITY STATEMENTS WITH THE AMENDED FORM 990-PF DUE TO THIS RECLASSIFICATION. THE FORM 990-PF IS ALSO BEING AMENDED TO REPORT THE RECOVERY OF AN AMOUNT TREATED AS QUALIFYING DISTRIBUTIONS FROM A PREVIOUSLY REPORTED PROGRAM RELATED INVESTMENT AND TO UPDATE THE UNDISTRIBUTED INCOME CARRYOVERS IN PART XII. CHANGES HAVE BEEN MADE TO THE FOLLOWING PARTS AS A RESULT: PART II, LINE 7 PART VIII-B, LINES 1 AND 2 PART X, LINE 4 PART XI, LINE 1B PART XII, LINES 1, 3D, 3E, 3F, 4, 4D, 4E, 6A, 9 AND 10C, 10D AND 10E	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	MORGAN STANLEY - SEE ATTACHED	BondNm
EOY Book Value	$1,676,301	EOYBookValueAmt
EOYFMV	$1,676,301	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MORGAN STANLEY - SEE ATTACHED	StockNm
EOY Book Value	$20,634,840	EOYBookValueAmt
EOYFMV	$20,634,840	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$3,070,091	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$3,070,091	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$868,468	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$868,468	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS - SEE ATTACHED	FMV	$16,837,771	$16,837,771
ETF/CEF - SEE ATTACHED	FMV	$8,935,376	$8,935,376
EVERCARE HEALTH	FMV	$232,207	$232,207
MICROVEST SHORT DURATION FUND	FMV	$739,417	$739,417
BARAK STRUCTURED FINANCE TRADE	FMV	$1,276,076	$1,276,076
SAF INVESTOR LP (VISION RIDGE)	FMV	$301,639	$301,639
ACCION FRONTIER INCLUSION FUND	FMV	$1,493,239	$1,493,239
ELEVAR EQUITY III LP	FMV	$1,821,929	$1,821,929
RETHINK EDUCATION II	FMV	$791,612	$791,612
IMPACT ENGINE IV LLC	FMV	$18,917	$18,917
VISTRIA FUND LP	FMV	$124,836	$124,836
PMF INTEGRO FUND I	FMV	$568,230	$568,230
SEE YOUR IMPACT	FMV	$3,512	$3,512
CRE VENTURE CAPITAL FUND II	FMV	$829,129	$829,129
SAF ACCRUED INTEREST	FMV	$0	$0
AMERICAN CORE	FMV	$1,254,124	$1,254,124
SUSTAIN VC IMPACT FUND II	FMV	$141,432	$141,432
CLIMATE IMPACT SOLUTIONS	FMV	$99,116	$99,116

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (27 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
PHONE & VOICEMAIL	$4,382	$4,382
COMPUTER	$1,191	$1,190	$1
COMPUTER	$1,231	$1,230	$1
COMPUTER	$1,400	$1,400
COMPUTER	$1,500	$1,500
COMPUTER	$1,069	$1,069
COMPUTER	$1,069	$1,069
COMPUTER	$1,805	$1,805
COMPUTER	$1,412	$1,412
COMPUTER	$8,792	$8,792
2010 COMPUTERS	$7,623	$7,623
2011 COMPUTERS	$14,427	$14,427
2012 COMPUTERS	$2,664	$2,664
COMPUTER	$1,734	$1,734
OFFICE FURNITURE	$16,635	$16,635
OFFICE FURNITURE	$775	$775
WEBSITE DEVELOP.	$10,750	$10,750
WEBSITE DEVELOP.	$9,250	$9,250
2018 COMPUTERS	$10,674	$10,674
2019 COMPUTERS	$6,856	$5,713	$1,143
2019 OFFICE EQUIP	$571	$285	$286
OTHER EQUIPMENT	$7,646	$4,361	$3,285
2020 COMPUTER/TECH	$1,918	$1,278	$640
2020 COMPUTER/TECH	$1,085	$694	$391
2020 COMPUTER/TECH	$2,446	$1,359	$1,087
2020 COMPUTER/TECH	$1,677	$792	$885
2020 COMPUTER/TECH	$5,987	$2,661	$3,326

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR-PERIOD ADJUSTMENT	Desc
Amt	$19,009	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GHANA OFFICE	$528,386	$528,386
OFFICE EXPENSES	$59,812	$59,812
CHARITABLE MEMBERSHIP FEES	$7,088	$7,088
MISCELLANEOUS	$17,940	$17,940

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME & PASS-THROUGH INVESTMENTS	-$11,207
ROYALTIES	$676

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$3,879,394	Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Balance DueBalanceDueAmt	InterestInterestRt
MISSION RELATED INVESTMENTS
$0	0
PROGRAM RELATED INVESTMENTS
$1,719,667	0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
TECHNOLOGY SERVICES	$26,372	$26,372
INVESTMENT SERVICES	$320,275		$320,275
CHARITABLE ACTIVITY CONSULTING	$370,806	$370,806
ALL OTHER PROFESSIONAL FEES	$5,129	$5,129

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE/OTHER TAX	$20,881
FOREIGN/INVESTMENT WITHHOLDING	$19,040	$19,040