ABBVIE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ABBVIE FOUNDATION (EIN 46-0827839)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349101482
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:03:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 460827839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AbbVie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABBV | BusinessNameControlTxt |
| Phone | 8479388188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Waukegan Road | AddressLine1Txt |
| City | North Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tracie Haas | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Tracie | PersonFirstNm |
| Person Last | Haas | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,134,337 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $211 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $198,099 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198,099 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,811,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,811,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,010,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,009,242 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $101,091 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100,827 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,618 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,804,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,351,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,038,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,452,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,728,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,728,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,767,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,180,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,757,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,967,624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,059,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,774,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,774,415 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $15,774 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,077 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $15,774 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,774 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $420,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $420,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $150,344,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $112,515,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,211,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,134,337 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,550 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,633,646 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,083,933 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,633,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,086,483 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $110,881,792 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $70,124,626 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,881,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,124,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,515,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,211,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,881,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,757,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $70,124,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,124,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,150 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,150 | SubtotalAmt |
| Tax Based On Investment Income | $55,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,872 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,872 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,278 | TaxDueAmt |
| Refund | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.abbviefoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Tracie Haas | IndividualWithBooksNm |
| Phone | 8479351112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North Waukegan Rd | AddressLine1Txt |
| City | North Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Timothy Kolenda | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | ASSISTANT TREASURER | 1.000 | $0 | $0 | $0 |
| EMILY ALEXANDER | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | SECRETARY | 1.000 | $0 | $0 | $0 |
| RICHARD A GONZALEZ | ||||||||
| 1 NORTH WAUKEGAN ROAD | NORTH CHICAGO | IL | 60064 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| LAURA SCHUMACHER | ||||||||
| 1 NORTH WAUKEGAN ROAD | NORTH CHICAGO | IL | 60064 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| TRACIE HAAS | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | DIRECTOR & PRESIDENT | 4.000 | $0 | $0 | $0 |
| WAYNE KLINTWORTH | ||||||||
| 1 North Waukegan Road | NORTH CHICAGO | IL | 60064 | TREASURER | 0.500 | $0 | $0 | $0 |
| Claudia Carravetta | ||||||||
| 1 North Waukegan Road | North Chicago | IL | 60064 | VICE PRESIDENT | 16.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Executive Medical Services PC | |||||
| 15 Canal Road Pelham Manor | New York | NY | 10803 | Covid-19 vaccine clinic for seniors | $1,879,800 |
| Simpson Thacher & Bartlett LLP | |||||
| 425 Lexington Avenue | New York | NY | 10017 | Legal Services | $98,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $127,631,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,163,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $227,795,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $227,795,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,416,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,378,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,218,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,218,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,150 | TotalTaxAmt |
| Distributable Before Adj | $11,163,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,163,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,163,774 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,180,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,180,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,163,774 | 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 Yr5 | $18,590,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,220,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,481,074 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,262,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,142,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,698,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,180,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,163,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,016,538 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,714,965 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,590,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $164,124,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,220,650 | ExcessFromYear4Amt |
| Excess From Year3 | $25,481,074 | ExcessFromYear3Amt |
| Excess From Year2 | $28,262,974 | ExcessFromYear2Amt |
| Excess From Year1 | $55,142,979 | ExcessFromYear1Amt |
| Excess From Current Year | $33,016,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alzheimer's Greater Los Angeles | ||||||||
| 4221 WILSHIRE BLVD STE 400 | Los Angeles | CA | 900103504 | N/A | PC | General Mission | $10,000 | |
| American Association of Pharmaceutical Scientists (USC Chapter) | ||||||||
| 1985 Zonal Avenue PSC 608 | Los Angeles | CA | 90089 | N/A | PC | General Mission | $10,000 | |
| American Glaucoma Society Foundation | ||||||||
| 655 BEACH STREET | SAN FRANCISCO | CA | 941091342 | N/A | PC | General Mission Support | $175,000 | |
| Angel Faces | ||||||||
| 770 Rancho Santa Fe Road Suite 10 | ENCINITAS | CA | 920244356 | N/A | PC | General Mission | $10,000 | |
| Armenian EyeCare Project | ||||||||
| 100 W Foothill Blvd Ste 203 | San Dimas | CA | 91773 | N/A | PC | General Mission | $10,000 | |
| Association of University Professors of Ophthalmology | ||||||||
| 655 Beach Street | San Francisco | CA | 94109 | N/A | PC | General Mission | $25,000 | |
| Breast Cancer Solutions | ||||||||
| 25422 TRABUCO RD STE 105 167 | LAKE FOREST | CA | 926302796 | N/A | PC | General Mission | $12,000 | |
| CSULB 49er Foundation | ||||||||
| 6300 E STATE UNIVERSITY DR | LONG BEACH | CA | 908154669 | N/A | PC | General Mission | $10,000 | |
| Cal State Fullerton Philanthropic Foundation | ||||||||
| 2600 NUTWOOD AVE STE 850 | Fullerton | CA | 928314669 | N/A | PC | General Mission | $15,000 | |
| Chapman University | ||||||||
| 1 UNIVERSITY DR | ORANGE | CA | 928661005 | N/A | PC | General Mission Support | $40,000 | |
| Direct Relief | ||||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 931173214 | N/A | PC | COVID-19 Response in India | $150,000 | |
| Direct Relief | ||||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 931173214 | N/A | PC | Fund for Health Equity | $1,900,000 | |
| Direct Relief | ||||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 931173214 | N/A | PC | Improving Health Access for Pediatric Cancer Patients in Underserved Communities in Mexico | $400,000 | |
| Discovery Science Center of Orange County | ||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 927056600 | N/A | PC | General Mission | $10,000 | |
| Fresh Start Surgical Gifts | ||||||||
| 2011 PALOMAR AIRPORT ROAD SUITE 206 | CARLSBAD | CA | 920111430 | N/A | PC | Surgery Weekend Program | $25,000 | |
| Glaucoma Research Foundation | ||||||||
| 251 POST ST STE 600 | SAN FRANCISCO | CA | 941085017 | N/A | PC | General Mission | $50,000 | |
| Hispanic Scholarship Fund | ||||||||
| HSFnet | Gardena | CA | 90248 | N/A | PC | HSF General Operating Support | $10,000 | |
| Iola Foundation | ||||||||
| 7288 Sunset Blvd Ste 207 | Los Angeles | CA | 90046 | N/A | PC | General Mission | $50,000 | |
| Marshall B Ketchum University | ||||||||
| 2575 YORBA LINDA BLVD | FULLERTON | CA | 928311615 | N/A | PC | General Mission | $10,000 | |
| Mission Plasticos | ||||||||
| 8502 E CHAPMAN AVE 447 | Orange | CA | 928692461 | N/A | PC | General Mission | $50,000 | |
| National Spasmodic Torticollis Association | ||||||||
| 14772 MORAN ST | WESTMINSTER | CA | 926835553 | N/A | PC | General Mission | $10,000 | |
| Ophthalmology Foundation | ||||||||
| 2261 MARKET STREET 445 | SAN FRANCISCO | CA | 941141612 | N/A | PC | General Mission | $50,000 | |
| Resurge International | ||||||||
| 145 Wolfe Rd | Sunnyvale | CA | 94086 | N/A | PC | General Mission Support | $25,000 | |
| The Aesthetic Surgery Education and Research Foundation | ||||||||
| 11262 MONARCH STREET | GARDEN GROVE | CA | 928411437 | N/A | PC | General Mission | $50,000 | |
| The Trevor Project Inc | ||||||||
| PO Box 69232 | WEST HOLLYWOOD | CA | 900694555 | N/A | PC | General Mission _The Trevor Project: Saving Young LGBTQ Lives | $50,000 | |
| UCSF Benioff Children's Hospitals Foundation | ||||||||
| 2201 BROADWAY STE 600 | Sunnyvale | CA | 94086 | N/A | PC | General Mission Support | $10,000 | |
| United Cerebral Palsy Association of Orange County Inc | ||||||||
| 1251 E Dyer Rd Suite 150 | Santa Ana | CA | 92705 | N/A | PC | General Mission | $25,000 | |
| University of California Irvine Foundation | ||||||||
| 100 Theory Suite 250 | Irvine | CA | 92619 | N/A | PC | General Mission | $105,000 | |
| University of California Irvine Foundation | ||||||||
| 100 Theory Suite 250 | Irvine | CA | 92619 | N/A | PC | UCI SAGE Scholars | $100,000 | |
| Women in Ophthalmology | ||||||||
| 655 Beach Street | San Francisco | CA | 94109 | N/A | PC | WIO 2021 Summer Symposium | $25,000 | |
| National Asian American Pacific Islander Mental Health Association | ||||||||
| 777 W WASHINGTON STREET 707 | DENVER | CO | 802030000 | N/A | PC | General Mission | $25,000 | |
| OPTOMETRY GIVING SIGHT | ||||||||
| 1019 8TH STREET 304 | GOLDEN | CO | 80401 | N/A | PC | General Mission Support | $15,000 | |
| Americares | ||||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | N/A | PC | Americares India Covid-19 2021 Response | $500,000 | |
| KaBOOM | ||||||||
| 4301 CONNECTICUT AVE NW Suite ML-1 | WASHINGTON | DC | 200082304 | N/A | PC | 2022 KABOOM! WOP Build Projects | $56,250 | |
| NATIONAL ASSOCIATION OF NURSE PRACTITIONERS IN WOMENS HEALTH INC | ||||||||
| Post Office Box 15837 | WASHINGTON | DC | 20003 | N/A | PC | General Mission | $25,000 | |
| National Alliance for Caregiving | ||||||||
| 1730 RHODE ISLAND AVE NW STE | WASHINGTON | DC | 200363114 | N/A | PC | In Support of Mission Work | $15,000 | |
| National Breast Cancer Coalition Fund | ||||||||
| 2001 L Street NW Suite 500 PMB 5011 | WASHINGTON | DC | 20036 | N/A | PC | General Mission | $25,000 | 11 |
| National Council for Mental Wellbeing | ||||||||
| 1400 K ST NW STE 400 | WASHINGTON | DC | 200052434 | N/A | PC | General Mission | $50,000 | |
| Paralyzed Veterans of America | ||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 200063517 | N/A | PC | General Mission | $30,000 | |
| Project HOPE - The People-to-People Health Foundation Inc | ||||||||
| 1220 19th Street NW Suite 800 | Washington | DC | 20036 | N/A | PC | Project HOPE's COVID-19 Response in Brazil | $200,000 | |
| Project HOPE - The People-to-People Health Foundation Inc | ||||||||
| 1220 19th Street NW Suite 800 | Washington | DC | 20036 | N/A | PC | Project HOPE's COVID-19 Response in India | $350,000 | |
| The Heart of America Foundation | ||||||||
| 655 15th Street NW Suite 800 | Washington | DC | 20785 | N/A | PC | 2022 Week of Possibilities Transformation Projects | $450,000 | |
| United Negro College Fund | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | N/A | PC | UNCF Healthcare Workforce Diversity Program | $2,400,000 | |
| American Academy of Optometry Foundation | ||||||||
| 622 E WASHINGTON ST STE 300 | ORLANDO | FL | 328012972 | N/A | PC | General Mission Support | $75,000 | |
| FORCE-Facing Our Risk of Cancer Empowered | ||||||||
| 16057 TAMPA PALMS BLVD WEST NO 37 | TAMPA | FL | 336472001 | N/A | PC | General Mission Support | $25,000 | |
| MAP International | ||||||||
| 4700 Glynco Parkway | Brunswick | GA | 31525 | N/A | PC | General Mission | $200,000 | |
| AMERICAN SOCIETY FOR DERMATOLOGIC SURGERY | ||||||||
| 5550 MEADOWBROOK INDUSTRIAL CT 120 | ROLLING MDWS | IL | 600083805 | N/A | PC | General Support | $250,000 | |
| Arden Shore Child and Family Services | ||||||||
| 329 N GENESEE ST | WAUKEGAN | IL | 600854205 | N/A | PC | Chagas Disease Prevention and Control in Rural Bolivia Municipalities of Morochata & Tiquipaya | $40,000 | |
| Asian Americans Advancing Justice Chicago | ||||||||
| 4716 N BROADWAY ST | CHICAGO | IL | 606404997 | N/A | PC | General Mission | $500,000 | |
| Beacon Place NFP | ||||||||
| 603 South McAlister Avenue | Waukegan | IL | 60085 | N/A | PC | Beacon Place Community Center Support | $175,000 | |
| Bernie's Book Bank | ||||||||
| 917 North Shore Drive | Lake Bluff | IL | 60044 | N/A | PC | Bernie's Book Bank General Operating Support | $345,000 | |
| Boys & Girls Club of Lake County | ||||||||
| 1801 Sheridan Road | North Chicago | IL | 60064 | N/A | PC | General Mission | $25,000 | |
| CASA Lake County Inc | ||||||||
| 700 Forest Edge Dr | Vernon Hills | IL | 600613172 | N/A | PC | General Mission Support | $25,000 | |
| Chocolate Chips Association | ||||||||
| 5010 RED PINE AVE | GURNEE | IL | 600313389 | N/A | PC | General Mission_ Girls STEAM Program | $50,000 | |
| Cradles to Crayons Inc | ||||||||
| 4141 West George Street | Chicago | IL | 60641 | N/A | PC | Everyday Essentials for Children | $400,000 | |
| Cristo Rey St Martin College Prep | ||||||||
| 3106 Belvidere Road | WAUKEGAN | IL | 60085 | N/A | PC | General Mission | $50,000 | |
| Depression and Bipolar Support Alliance | ||||||||
| 55 E JACKSON BLVD STE 490 | Chicago | IL | 606044396 | N/A | PC | General Mission | $75,000 | |
| Dystonia Medical Research Foundation | ||||||||
| 1 E WACKER DR STE 1730 | Chicago | IL | 606011980 | N/A | PC | General Mission | $75,000 | |
| Erie Family Health Centers | ||||||||
| 1701 W Superior Street | Chicago | IL | 60622 | N/A | PC | General Operations, Erie HealthReach Waukegan Health Center | $50,000 | |
| Foundation for PM&R | ||||||||
| 9700 BRYN MAWR AVE STE 200 | ROSEMONT | IL | 600185706 | N/A | PC | General Mission | $10,000 | |
| Girls 4 Science | ||||||||
| PO BOX 288958 | CHICAGO | IL | 606288958 | N/A | PC | General mission | $25,000 | |
| Habitat for Humanity Lake County IL Inc | ||||||||
| 315 N MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 600854207 | N/A | PC | 2 home builds North Chicago | $300,000 | |
| Have Dreams | ||||||||
| 515 BUSSE HWY STE 150 | PARK RIDGE | IL | 600683155 | N/A | PC | Mission Support : Have Dreams Academy Workforce Development Program for Individuals with Autism Spectrum Disorder | $50,000 | |
| Illinois Science & Technology Institute | ||||||||
| 20 N Wacker Dr Suite 1200 | Chicago | IL | 60606 | N/A | PC | 2020-2021 STEM Challenge | $42,500 | |
| Illinois Science & Technology Institute | ||||||||
| 20 N Wacker Dr Suite 1200 | Chicago | IL | 60606 | N/A | PC | STEM Challenge | $56,000 | |
| Innovations for Learning | ||||||||
| 1570 Elmwood Ave Apt 503 | EVANSTON | IL | 60201 | N/A | PC | North Chicago Literacy | $25,000 | |
| Lake County Crisis Center | ||||||||
| 2710 17TH STREET | ZION | IL | 600991543 | N/A | PC | General Mission | $100,000 | |
| Lake County Veterans and Family Services Foundation | ||||||||
| 100 South Atkinson Road Ste 110 | Grayslake | IL | 60030 | N/A | PC | General Operating | $50,000 | |
| Little City Foundation | ||||||||
| 1760 W Algonquin Road | Palatine | IL | 600674791 | N/A | PC | General Mission | $50,000 | |
| Mothers Trust Foundation | ||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 600452355 | N/A | PC | General Mission | $25,000 | |
| National Headache Foundation | ||||||||
| 820 North Orleans St | Chicago | IL | 60610 | N/A | PC | General Mission | $40,000 | |
| National Spasmodic Dysphonia Association | ||||||||
| 300 PARK BLVD STE 175 | ITASCA | IL | 601432661 | N/A | PC | general mission support | $10,000 | |
| North Chicago Community Partners | ||||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | POF | K-12 Community School Initiative | $575,000 | |
| Northern Illinois Food Bank | ||||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | N/A | PC | General Mission | $50,000 | |
| PADS Lake County Inc | ||||||||
| 1800 Grand Avenue | Waukegan | IL | 60085 | N/A | PC | General Mission Support | $25,000 | |
| Prairie State Legal Services Inc | ||||||||
| 303 N MAIN ST STE 600 | ROCKFORD | IL | 611011050 | N/A | PC | General Mission Support | $25,000 | |
| Providence St Mel School | ||||||||
| 119 S CENTRAL PARK BLVD | CHICAGO | IL | 606242941 | N/A | PC | AbbVie Scholarships and the Academic Intervention Model | $300,000 | |
| Reading Power Inc | ||||||||
| 736 N Western Ave Suite 226 | Lake Forest | IL | 60045 | N/A | PC | General Mission Support | $50,000 | |
| SUFU Foundation | ||||||||
| 1100 EAST WOODFIELD RD | SCHAUMBURG | IL | 601735116 | N/A | PC | SUFU Foundation Operational Funding | $75,000 | |
| Simon Foundation | ||||||||
| 3621 THAYER ST | EVANSTON | IL | 602014951 | N/A | PC | General Mission | $10,000 | |
| Teach For America | ||||||||
| 300 West Adams Suite 1000 | Chicago | IL | 60606 | N/A | PC | Expanding Impact for North Chicago Students through Teacher Recruitment and Support | $122,000 | |
| The American Academy of Physical Medicine and Rehabilitation | ||||||||
| 9700 BRYN MAWR AVE STE 200 | ROSEMONT | IL | 600185706 | N/A | PC | General Mission Support | $75,000 | |
| Transform for Kids | ||||||||
| 855 Skokie Highway Suite D | Lake Bluff | IL | 60044 | N/A | NC | Week of Possibilities 2022 | $60,000 | |
| Transitional Living Services | ||||||||
| 805 S McHenry Ave Suite D | Crystal Lake | IL | 60014 | N/A | PC | General Mission | $50,000 | |
| United Way of Lake County | ||||||||
| 330 S GREENLEAF ST | GURNEE | IL | 600313389 | N/A | PC | General Mission | $25,000 | |
| University of Chicago | ||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 606375418 | N/A | PC | Liaison in Care Program (LinC): Empowering our Community to Reduce Health Disparities | $1,500,000 | |
| University of Chicago | ||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 606375418 | N/A | PC | Shaping the Future of Cancer Research and Care | $2,000,000 | |
| YBLC Inc | ||||||||
| 2303 Kemble Ave | North Chicago | IL | 600643216 | N/A | PC | General Mission | $50,000 | |
| American Academy of Family Physicians Foundation | ||||||||
| 11400 TOMAHAWK CREEK PARKWAY SUITE | LEAWOOD | KS | 662112680 | N/A | PC | General Support | $50,000 | |
| American Chronic Pain Association | ||||||||
| 11936 W 119th Street | Overland Park | KS | 66213 | N/A | PC | General Mission | $10,000 | |
| Association of Schools and Colleges of Optometry Inc | ||||||||
| 6110 EXECUTIVE BLVD STE 420 | ROCKVILLE | MD | 208523942 | N/A | PC | General Mission Support | $20,000 | |
| Pelvic Floor Disorders Research Foundation | ||||||||
| 1100 WAYNE AVE STE 825 | SILVER SPRING | MD | 209105670 | N/A | PC | 2021 PFD Research Foundation Grants Program | $25,000 | |
| Urology Care Foundation | ||||||||
| 1000 Corporate Blvd | Linthicum | MD | 21090 | N/A | PC | General Mission | $30,000 | |
| A Little Easier Recovery Inc | ||||||||
| 1 PARKER STREET Ste 2F | LAWRENCE | MA | 018431540 | N/A | PC | General Mission | $25,000 | |
| City Year Inc | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165334 | N/A | PC | Team Sponsorship - City Year Los Angeles | $100,000 | |
| Families for Depression Awareness | ||||||||
| 391 TOTTEN POND RD STE 101 | WALTHAM | MA | 024512014 | N/A | PC | General Mission | $30,000 | |
| Family Reach Foundation | ||||||||
| 142 Berkeley Street 3rd Floor | Boston | MA | 02116 | N/A | PC | Family Reach Financial Treatment Program and LiFT Network | $800,000 | |
| Oneinforty | ||||||||
| PO Box 705 | Westborough | MA | 01581 | N/A | PC | Programmatic Activities | $25,000 | |
| Partners In Health | ||||||||
| 800 Boylston St Suite 300 | Boston | MA | 02199 | N/A | PC | Strengthening Community Health in Mexico | $400,000 | |
| Reconstructing Women International | ||||||||
| 239 Commonwealth Avenue | Boston | MA | 02116 | N/A | PC | Reconstructive Surgery for Women in East Africa | $50,000 | |
| United Way of Central Massachusetts | ||||||||
| 484 Main Street Suite 300 | Worcester | MA | 016081817 | N/A | PC | Reading Together | $165,000 | |
| Year Up Inc | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 021095165 | N/A | PC | Year Up: Closing the Opportunity Divide | $2,000,000 | |
| Indiana University | ||||||||
| PO Box 78000 | Detroit | MI | 482780867 | N/A | PC | Scaling AMPATH's Population Health with Universal Health Coverage | $1,100,000 | |
| Abbott Northwestern Hospital Foundation | ||||||||
| 2925 Chicago Ave MR 10721 | MINNEAPOLIS | MN | 554151126 | N/A | PC | General Mission | $10,000 | |
| American Academy of Neurology Institute | ||||||||
| 201 CHICAGO AVE | MINNEAPOLIS | MN | 554151126 | N/A | PC | General Mission | $33,000 | |
| Scholarship America | ||||||||
| 7900 International Drive Suite 500 | Minneapolis | MN | 554252561 | N/A | PC | Scholarship Grants | $1,342,059 | |
| OPTOMETRY CARES- THE AOA FOUNDATION | ||||||||
| 743 NORTH LINDBERGH BLVD | ST LOUIS | MO | 631417851 | N/A | PC | General Mission | $25,000 | |
| Warriors & Quiet Waters Foundation Inc | ||||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 597152438 | N/A | PC | Coaching Experience and Reunion | $50,000 | |
| New Jersey Organ and Tissue Sharing Network Inc | ||||||||
| 691 CENTRAL AVE | NEW PROVIDNCE | NJ | 079741560 | N/A | PC | General Mission | $25,000 | |
| CUREMONOS INC | ||||||||
| 1053 BELAIR CT | MOUNTAINSIDE | NJ | 070922132 | N/A | PC | General Mission | $15,000 | |
| Fairleigh Dickinson University | ||||||||
| 1000 RIVER ROAD | TEANECK | NJ | 076661938 | N/A | PC | General Mission | $75,000 | |
| National Women's Health Resource Center | ||||||||
| PO Box 336 1715 State Route 35 Suit | Middletown | NJ | 07748 | N/A | PC | General Mission | $50,000 | e 204 |
| Sharsheret | ||||||||
| 1086 TEANECK RD STE 2G | TEANECK | NJ | 076664855 | N/A | PC | General Mission of Sharsheret | $10,000 | |
| Students 2 Science | ||||||||
| 66 DEFOREST AVE | EAST HANOVER | NJ | 079362811 | N/A | PC | General Mission | $20,000 | |
| Alzheimer's Foundation of America | ||||||||
| 322 EIGHTH AVENUE 16th floor | NEW YORK | NY | 10001 | N/A | PC | General Mission Support | $10,000 | |
| Alzheimers Disease and Related Disorders New York City Inc | ||||||||
| 360 LEXINGTON AVENUE 3RD FL | NEW YORK | NY | 100176568 | N/A | PC | Providing care and support, free of charge, families affected by dementia | $10,000 | |
| American Foundation for Suicide Prevention | ||||||||
| 199 WATER ST FL 11 | NEW YORK | NY | 100383541 | N/A | PC | General Mission | $50,000 | |
| American India Foundation | ||||||||
| 216 E 45TH ST 7TH FL | NEW YORK | NY | 100173304 | N/A | PC | Mission Support : Covid Relief for India | $75,000 | |
| Asian American Legal Defense and Education Fund | ||||||||
| 99 HUDSON ST 12TH FLOOR | NEW YORK | NY | 100132815 | N/A | PC | General MIssion | $500,000 | |
| Brain & Behavior Research Foundation | ||||||||
| 747 3RD AVENUE 33RD FL | NEW YORK | NY | 100172831 | N/A | PC | General Mission | $25,000 | |
| Cerebral Palsy Foundation | ||||||||
| 3 COLUMBUS CIRCLE 15TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | General Mission Support | $50,000 | |
| Global Health Corps | ||||||||
| 318 W 39th Street Room 9L | New York City | NY | 10018 | N/A | PC | General Mission Support | $200,000 | |
| Helen Keller International | ||||||||
| 1 DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 100172208 | N/A | PC | General Mission | $27,000 | |
| Mission Restore Inc | ||||||||
| 120 E 87TH ST Suite P4B | NEW YORK | NY | 101281117 | N/A | PC | General Mission | $25,000 | |
| NEXTGENFACE INC | ||||||||
| 812 Park Avenue | New York | NY | 10021 | N/A | PC | General Mission Support | $25,000 | |
| National Alliance on Mental Illness of New York City (NAMI-NYC) | ||||||||
| 505 8TH AVE RM 1103 | NEW YORK | NY | 100184541 | N/A | PC | General Mission | $15,000 | |
| National Foundation for Facial Reconstruction (dba myFace) | ||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 100166416 | N/A | PC | General Mission | $25,000 | |
| National Urban League Inc | ||||||||
| 80 PINE STREET 9TH FLOOR wwwnulorg | NEW YORK | NY | 10005 | N/A | PC | Project Ready Mentor | $1,400,000 | |
| New York University | ||||||||
| 222 East 41st Street 11th floor | New York | NY | 10017 | N/A | PC | General Mission | $50,000 | |
| Research to Prevent Blindness Inc | ||||||||
| 360 Lexington Ave 22nd Floor | New York | NY | 10017 | N/A | PC | General Mission | $30,000 | |
| The Glaucoma Foundation | ||||||||
| 80 Maiden Lane | New York | NY | 10038 | N/A | PC | General Support | $50,000 | |
| United Spinal Association | ||||||||
| 12034 QUEENS BLVD STE 320 | KEW GARDENS | NY | 114151232 | N/A | PC | General Mission | $25,000 | |
| Foundation For The Carolinas | ||||||||
| 220 North Tryon St | Charlotte | NC | 28202 | N/A | PC | AbbVie Employee Relief Fund | $1,780,000 | |
| OWL Advancing Diversity in Leadership | ||||||||
| PMB 125 3434-135 KILDAIRE FARM ROAD | CARY | NC | 275182278 | N/A | PC | General Mission | $25,000 | |
| American Heart Association | ||||||||
| 5211 Madison Road | Cincinnati | OH | 45227 | N/A | PC | General Mission | $20,000 | |
| National Inventors Hall of Fame Inc | ||||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 447204535 | N/A | PC | Camp Invention - 2021 | $50,000 | |
| Society of St Vincent de Paul District Council | ||||||||
| 1125 BANK ST | CINCINNATI | OH | 452142130 | N/A | PC | General Mission | $40,000 | |
| The Cincinnati Eye Institute Foundation | ||||||||
| 1945 CEI DR | BLUE ASH | OH | 452425664 | N/A | PC | General Mission Support | $25,000 | |
| Breastcancerorg | ||||||||
| 120 E Lancaster Ave | Ardmore | PA | 19003 | N/A | PC | General Mission | $25,000 | |
| Living Beyond Breast Cancer | ||||||||
| 40 MONUMENT RD STE 104 | BALA CYNWYD | PA | 190041713 | N/A | PC | General Mission Living Beyond Breast Cancer | $50,000 | |
| Travis Manion Foundation | ||||||||
| 164 E State St | Doylestown | PA | 18901 | N/A | PC | General Mission Support | $100,000 | |
| National Association For Continence | ||||||||
| 215 East Bay Street Suite 500-I | Charleston | SC | 29402 | N/A | PC | Supporting the Pelvic Floor to maintain health - Support at every age | $40,000 | |
| Vanderbilt University | ||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | N/A | PC | General Mission Support | $24,000 | |
| Alliance in Reconstructive Surgery Foundation | ||||||||
| 3401 LEE PKWY SUITE 1504 | DALLAS | TX | 752195226 | N/A | PC | General Mission | $25,000 | |
| Baylor College of Medicine International Pediatric AIDS Initiative | ||||||||
| 1102 Bates Street Suite 630 attenti | HOUSTON | TX | 770302399 | N/A | SO I | BIPAI HIV and General Mission Support | $1,580,000 | on Michael Mizwa |
| Baylor Medical Foundation | ||||||||
| ONE BAYLOR PLZ BCM 160 | HOUSTON | TX | 770303411 | N/A | PC | General Mission Support | $50,000 | |
| Benign Essential Blepharospasm Research Foundation | ||||||||
| PO BOX 12468 | BEAUMONT | TX | 777262468 | N/A | PC | General Mission | $15,000 | |
| Helmets of Love LLC | ||||||||
| 107 N 3RD ST | VALLEY MILLS | TX | 766894443 | N/A | PC | General Mission Support | $10,000 | |
| La Vega Pirates Education Foundation | ||||||||
| PO Box 154897 | WACO | TX | 76715 | N/A | PC | General Mission | $10,000 | |
| Midway ISD Education Foundation | ||||||||
| 13885 Woodway Drive | Waco | TX | 76712 | N/A | PC | General Mission Support | $10,000 | |
| Pan-American Ophthalmological Foundation | ||||||||
| 2504 W Park Row Dr Suite B5 129 | Pantego | TX | 76013 | N/A | PC | General Mission | $25,000 | |
| Robinson Education Foundation | ||||||||
| 500 W LYNDALE AVE | ROBINSON | TX | 767065505 | N/A | PC | General Mission Support | $10,000 | |
| Special Olympics Texas Inc | ||||||||
| 13400 IMMANUEL RD STE 1C | PFLUGERVILLE | TX | 78660 | N/A | PC | General Mission | $10,000 | |
| Susan G Komen Breast Cancer Foundation | ||||||||
| Attn Orange County CA301 13770 Noel | Dallas | TX | 75380 | N/A | PC | Patient Navigation Initiative Pilot for Breast Health in Orange County, CA. | $100,000 | Road Suite 801889 |
| The Rose | ||||||||
| 12700 N FEATHERWOOD DR STE | HOUSTON | TX | 770344494 | N/A | PC | General Mission | $20,000 | |
| The Sturge-Weber Foundation | ||||||||
| 12345 JONES RD STE 125 | HOUSTON | TX | 770704958 | N/A | PC | General Mission | $10,000 | |
| The TSTC Foundation | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | N/A | PC | General Mission | $10,000 | |
| American Society of Cataract and Refractive Surgery Foundation | ||||||||
| 12587 Fair Lakes Circle Suite 348 | FAIRFAX | VA | 22033 | N/A | PC | General Mission | $100,000 | |
| Blinded Veterans Association | ||||||||
| 1101 KING ST STE 300 | ALEXANDRIA | VA | 223142963 | N/A | PC | General Mission | $10,000 | |
| Communities In Schools Inc | ||||||||
| 2345 Crystal Drive | Suite | VA | 22202 | N/A | PC | CIS New Jersey Statewide Expansion | $100,000 | |
| Mental Health America | ||||||||
| 500 Montgomery Street Ste 820 | Alexandria | VA | 22314 | N/A | PC | General Mission | $100,000 | |
| NAMI | ||||||||
| 4301 WILSON BLVD STE 300 | ARLINGTON | VA | 222031867 | N/A | PC | General Mission | $100,000 | |
| The Educational & Research Foundation | ||||||||
| 310 S HENRY ST | ALEXANDRIA | VA | 223143524 | N/A | PC | General Mission | $25,000 | |
| Miles for Migraine | ||||||||
| 16 Cilley Hill Rd | Jericho | VT | 05465 | N/A | PC | General Mission | $20,000 | |
| American Society for Laser Medicine and Surgery Inc | ||||||||
| 2100 STEWART AVE STE 240 | WAUSAU | WI | 544011709 | N/A | PC | General Mission | $25,000 | |
| Combat Blindness International INC | ||||||||
| PO BOX 5332 | MADISON | WI | 537050332 | N/A | PC | General Mission | $40,000 | |
| The Blackbaud Giving Fund | ||||||||
| 2000 Daniel Island Dr | Charleston | SC | 29492 | N/A | PC | Matching Grants | $12,368,436 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,728,245 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,099 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,811,143 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,009,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,009,847 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $79,236 | Amt |
| Net Investment Income | $39,618 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Transform for Kids | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Skokie Highway Suite D | AddressLine1Txt |
| City | Lake Bluff | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-13 | GrantDt |
| Grant | $1,384,000 | GrantAmt |
| Purpose Of Grant | Week of Possibilities Volunteer Event 2022 | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/30/22 | DatesOfReportsByGranteeTxt |
| Verification | 2021-12-13 | VerificationDt |
| Results Of Verification | The Foundation conducted a pre-grant inquiry that gives the Foundation assurance that the grant funds will be used exclusively for programs and activities that further the Foundation's charitable purposes. The first report from the grantee is due December 30, 2022. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $201,937 | $76,625,753 |
| ABBVIE | $218,983 | $73,718,395 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $101,091 | LegalFeesAmt |
| Disbursements Charitable Prps | $100,827 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,000 | $2,000 | |
| OUTSIDE SERVICES | $1,083 | ||
| DEFERRED EXCISE TAX | $450,287 | ||
| FILING FEES | $280 | ||
| COVID-19 RELIEF CHARITABLE EXPENSE | $2,351,240 | $2,351,240 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income - Allergan refunds and settlements | Desc |
| Revenue And Expenses Per Books | $605 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $1,633,646 | BOYBookValueAmt |
| EOY Book Value | $2,083,933 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $53,762 | Amt |