FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FULK FAMILY FOUNDATION INC (EIN 47-0732237)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-03-15
- IRS object ID
- 202100749349100145
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T16:04:07-05:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470732237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCIA COFFMAN | InCareOfNm |
| Business Name Control | FULK | BusinessNameControlTxt |
| Phone | 3122362208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Wacker Dr Ste 2400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA COFFMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3122362208 | PhoneNum |
| Signature | 2021-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $245,726,207 | 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 | $2,601,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,421,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,421,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,360,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,428,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,360,512 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,383,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,782,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,131,688 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $226,338 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $905,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $131,463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,293 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105,170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $406 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,895 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51,836 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $619 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $619 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,111 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,422 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,689 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,464 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,493 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,971 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $241,787 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,867,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $535,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,285,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,383,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,383,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,250,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $535,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,668,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,866,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,246,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,494,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,259,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,259,217 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $274,612,025 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $208,246,760 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,347,886 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,373,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,373,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,630,683 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,094 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,115 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,598 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $979 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $979 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,409,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,395,203 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,539,959 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,487,442 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $305,286,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,420,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,726,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $305,286,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $231,420,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,286,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $231,420,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,286,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $231,420,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,286,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,866,532 | ExcessRevenueOverExpensesAmt |
| Subtotal | $231,420,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $231,420,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIRST EAGLE OVERSEAS FUNDS | 2018-12-12 | 2019-12-16 | $2,110,213 | $1,481,533 | $628,680 | $628,680 |
| S/T - TWEEDY, BROWNE, GLOBAL VALUE FUND | 2019-12-12 | 2019-12-16 | $76,360 | $55,363 | $20,997 | $20,997 |
| L/T - TWEEDY, BROWNE, GLOBAL VALUE FUND | 2018-12-12 | 2019-12-16 | $858,397 | $622,362 | $236,035 | $236,035 |
| L/T - DODGE & COX INTERNATIONAL FUND | 2018-12-12 | 2019-12-16 | $340,956 | $244,224 | $96,732 | $96,732 |
| S/T - DODGE & COX INTERNATIONAL FUND | 2018-12-19 | 2019-12-16 | $9,974 | $7,144 | $2,830 | $2,830 |
| S/T - CLIPPER FUND | 2019-12-12 | 2019-12-16 | $481 | $241 | $240 | $240 |
| L/T - CLIPPER FUND | 2018-12-15 | 2019-12-16 | $32,582 | $16,477 | $16,105 | $16,105 |
| L/T GAIN - PARTNERSHIPS | $327,658 | |||||
| S/T GAIN - PARTNERSHIPS | $15,834 | |||||
| CAPITAL GAIN DISTRIBUTION | $1,959 | |||||
| US TREASURY BILLS | $13,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,360,512 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,799,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $330,785,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.201942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,578,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $362,007,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156292 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,478,623 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,097,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.173404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,836,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,458,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,352,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,031,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045029 | DistributionYr5Rt |
| Total Distribution | 0.671493 | TotalDistributionRt |
| Average Distribution | 0.134299 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $280,478,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,667,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,466 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,730,449 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,668,599 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $62,466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62,466 | SubtotalAmt |
| Tax Based On Investment Income | $62,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,719 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $66,719 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,253 | OverpaymentAmt |
| Applied To ES Tax | $4,253 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | 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 | WWW.FULKFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA COFFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122362208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STE 2400 150 S WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BRUNNER | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 6.0 | $150,000 | $0 | $0 |
| MARCIA COFFMAN | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | TREASURER/ADMINISTRATOR | 32.5 | $351,688 | $0 | $0 |
| N JANE MORRISON | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | PRESIDENT | 25.0 | $210,000 | $0 | $0 |
| LINDA KRONING | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | SECRETARY | 23.0 | $210,000 | $0 | $0 |
| RUSSELL BARTMES | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 22.0 | $210,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BKD LLP | |||||
| 1248 O STREET STE 1040 | LINCOLN | NE | 68508 | ACCOUNTING SERVICES | $68,760 |
| HAMILTON THIES & LORCH LLP | |||||
| 200 S WALKER DRIVE STE 3800 | CHICAGO | IL | 60606 | LEGAL SERVICES | $131,463 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DR 302 | FAIRFIELD | CT | 06824 | ADMIN SUPPORT | $128,742 |
| CHARLES SCHWAB & CO INC | |||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | INVESTMENT MGMT | $110,330 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $265,582,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,549,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,617,691 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $284,749,750 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $284,749,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,271,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $280,478,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,023,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,023,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,466 | TotalTaxAmt |
| Distributable Before Adj | $13,961,459 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,961,459 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,961,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,668,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $82,668,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62,466 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,606,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,961,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $770,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,130,823 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,377,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,446,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,726,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,668,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,961,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,707,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $174,433,339 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $174,433,339 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $770,843 | ExcessFromYear4Amt |
| Excess From Year3 | $15,130,823 | ExcessFromYear3Amt |
| Excess From Year2 | $39,377,660 | ExcessFromYear2Amt |
| Excess From Year1 | $50,446,873 | ExcessFromYear1Amt |
| Excess From Current Year | $68,707,140 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FULK FARMS INC | ContributingManagerNm |
| Contributing Manager | ROBERT W FULK IRREVOCABLE TRUST | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (219 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE LUTHERAN CHURCH | |||||||
| 545 MEMORIAL DR | GRAND ISLAND | NE | 688017854 | NONE | PC | General Support | $5,000 |
| A BETTER CHICAGO | |||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 606063412 | NONE | PC | General Support | $100,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082886 | NONE | PC | Digital Simulation | $500,000 |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU | |||||||
| 3015 W DIVISION ST | CHICAGO | IL | 606222739 | NONE | PC | General Support | $150,000 |
| NORWEGIAN AMERICAN HOSPITAL INCORPORATED | |||||||
| 1044 N FRANCISCO AVE | CHICAGO | IL | 606222743 | NONE | PC | Intensive Care Unit | $100,000 |
| CHICAGO SURVIVORS INC | |||||||
| 1010 W 35TH STREET NO 510 | CHICAGO | IL | 606091401 | NONE | PC | General Support | $250,000 |
| INDIANA STATE UNIVERSITY OFFICE OF THE CONTROLLER | |||||||
| 210 N 7TH STMET | TERRE HAUTE | IN | 478090001 | NONE | PC | Professional Develop | $10,000 |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | |||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 463123503 | NONE | PC | Tauscher Center | $250,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | General Support | $10,000 |
| ILLINOIS JOINING FORCES FOUNDATION | |||||||
| 100 W RANDOLPH ST STE 5-570 | CHICAGO | IL | 606013218 | NONE | PC | General Support | $25,000 |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHT | |||||||
| 55 E JACKSON BLVD STE 2075 | CHICAGO | IL | 606044182 | NONE | PC | General Support | $5,000 |
| ROUND LAKE CUSD 116 | |||||||
| 884 W NIPPERSINK RD | ROUND LAKE | IL | 60073 | NONE | PC | Mountain Top Project | $75,000 |
| CRISTO REY ST MARTIN COLLEGE PREP | |||||||
| 3106 BELVIDERE RD | WAUKEGAN | IL | 600856016 | NONE | PC | Capital Campaign | $500,000 |
| HAVEN HOUSE INC | |||||||
| 834 CHICAGO ST | HAMMOND | IN | 463271632 | NONE | PC | General Support | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Hurricane Relief | $250,000 |
| NEWBERRY CONSORT NFP | |||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | General Support | $50,000 |
| WAUKEGAN PUBLIC LIBRARY | |||||||
| 128 N COUNTY ST | WAUKEGAN | IL | 60085 | NONE | PC | Adult Literacy Prog | $25,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | General Support | $50,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | Youth/Addiction Prog | $250,000 |
| FOX LAKE ROTARY CLUB FOUNDATION | |||||||
| PO BOX 363 | FOX LAKE | IL | 600200363 | NONE | PC | Kids Xmas Party | $10,000 |
| CAMPBELL FOUNDATION | |||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 381382205 | NONE | PC | Cerebral Palsy Ctr | $50,000 |
| NICASA NFP | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 600739517 | NONE | PC | General Support | $25,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth Develop Fund | $100,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Dentistry Projects | $50,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082866 | NONE | PC | Veteran's Project | $75,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107US | LINCOLN | NE | 685013107 | NONE | PC | General Support | $100,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | General Support | $70,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082886 | NONE | PC | NE Innovation Studio | $200,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | General Support | $100,000 |
| CITY COLLEGES OF CHICAGO FOUNDATION | |||||||
| 180 N WABASH ST | CHICAGO | IL | 606013608 | NONE | PC | Chancellor's Fund | $500,000 |
| THE SALVATION ARMY - METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | Music Program | $25,000 |
| INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR | |||||||
| PO BOX 228 | PETROLIA | CA | 95558 | NONE | PC | General Support | $25,000 |
| BETTER FUTURE FORWARD | |||||||
| 20711 HOLT AVE PO BOX 1063 | LAKEVILLE | MN | 55044 | NONE | PC | General Support | $500,000 |
| FOREFRONT | |||||||
| 208 SOUTH LASALLE NO 1540S | CHICAGO | IL | 60604 | NONE | PC | Democracy Initiative | $500,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | Healthy Comm Fund | $4,000,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | CA Wildfires Relief | $250,000 |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | |||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 463123503 | NONE | PC | General Support | $50,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | General Support | $5,000 |
| AMERICAN PLAYERS THEATRE OF WISCONSIN INC | |||||||
| 5950 GOLF COURSE RD | SPRING GREEN | WI | 535888036 | NONE | PC | General Support | $60,000 |
| THRIVE COUNSELING CENTER | |||||||
| 120 S MARION ST | OAK PARK | IL | 603022809 | NONE | PC | General Support | $50,000 |
| THEATER BUG INC | |||||||
| PO BOX 150329 | NASHVILLE | TN | 372150329 | NONE | PC | General Support | $20,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | Hammond Indiana Club | $500,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET SIXTH FLOOR | NEW YORK | NY | 100364603 | NONE | PC | Teacher Seminars | $100,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET SIXTH FLOOR | NEW YORK | NY | 100364603 | NONE | PC | Teacher Seminars | $50,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | USO Center Facility | $2,000,000 |
| A BETTER CHICAGO | |||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 606063412 | NONE | PC | General Support | $750,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082886 | NONE | PC | UNL Veteran Tribute | $500,000 |
| AMERICAN MUSICOLOGICAL SOCIETY INC | |||||||
| 20 COOPER SQ FL 2 | NEW YORK | NY | 100037112 | NONE | PC | General Support | $50,000 |
| ANTI-DEFAMATION LEAGUE - CHICAGO | |||||||
| 120 SOUTH LASALLE | CHICAGO | IL | 60603 | NONE | PC | Anti-bias Training | $2,000,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | Plants Concern Prog | $2,000,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | Budburst Program | $3,000,000 |
| CHICAGO ARCHITECTURE FOUNDATION | |||||||
| 111 E WACKER DR STE 1321 | CHICAGO | IL | 606014402 | NONE | PC | General Support | $250,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | NONE | PC | UIS Astron-Physics | $60,000 |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 500 EAST MADISON STREET | SPRINGFIELD | IL | 627011010 | NONE | PC | General Support | $50,000 |
| ST JAMES CATHEDRAL COUNSELING CENTER | |||||||
| 50 EAST WASHINGTON ST | CHICAGO | IL | 606022152 | NONE | PC | General Support | $50,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW Center | $3,000,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | Scholarship Fund | $150,000 |
| ST STANISLAUS SCHOOL | |||||||
| 4930 INDIANAPOLIS BLVD | EAST CHICAGO | IN | 46312 | NONE | PC | Equipment | $30,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | General Support | $600,000 |
| NEBRASKA CULTURAL ENDOWMENT | |||||||
| 1004 FARNAM ST PLAZA LEVEL | OMAHA | NE | 68102 | NONE | PC | NE Humanities Council | $350,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082886 | NONE | PC | Virtual Reality Team | $1,000,000 |
| AMERICAN LEBANESE SYRIAN ASSOC CHAR INC | |||||||
| 501 SAINT JUDE PL | MEMPHIS | TN | 381051905 | NONE | PC | Biomedical Sciences | $4,000,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 685082886 | NONE | PC | Experiential Learning | $3,000,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | BPI Women's College | $500,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | UChicago Research | $3,000,000 |
| THE SALVATION ARMY - MEMPHIS & MID-SOUTH CHAPTER | |||||||
| 696 JACKSON AVE | MEMPHIS | TN | 38105 | NONE | PC | Purdue Ctr of Hope | $50,000 |
| CHICAGO PUBLIC EDUCATION FUND | |||||||
| 200 W ADAMS ST STE 2150 | CHICAGO | IL | 606065244 | NONE | PC | General Support | $600,000 |
| KENTUCKY NATURAL LANDS TRUST INC | |||||||
| 433 CHESTNUT ST | BEREA | KY | 404031510 | NONE | PC | SE Ed Fndtn Tract | $1,000,000 |
| PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P | |||||||
| 1899 W WINCHESTER RD | LIBERTYVILLE | IL | 600485367 | NONE | PC | Green Youth Farm | $50,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | Plants Concern Prog | $55,282 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | Budburst program | $402,272 |
| INSTITUTE FOR ETHNOMEDICINE INC | |||||||
| PO BOX 3464 | JACKSON | WY | 830013464 | NONE | PC | General Support | $334,000 |
| NEBRASKA HUMANITIES COUNCIL | |||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081836 | NONE | PC | Prime Time Reading | $30,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 606052403 | NONE | PC | General Support | $50,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | General Support | $50,000 |
| THE SALVATION ARMY - METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | NONE | PC | Equipment | $50,000 |
| YOGACARE | |||||||
| 1808 W CHICAGO AVE 2R | CHICAGO | IL | 606225512 | NONE | PC | General Support | $25,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET SIXTH FLOOR | NEW YORK | NY | 100364603 | NONE | PC | General Support | $50,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Puerto Rico Relief | $250,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | General Support | $80,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | NONE | PC | Biomedical Library | $100,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | Safety/Security Init | $500,000 |
| UCAN | |||||||
| 3605 W FILLMORE ST | CHICAGO | IL | 606244310 | NONE | PC | General Support | $100,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | Safety/Security Init | $500,000 |
| LINCOLN PARK VILLAGE INC | |||||||
| 2502 N CLARK ST | CHICAGO | IL | 606141850 | NONE | PC | Memory Loss Program | $200,000 |
| LEMONS OF LOVE INC | |||||||
| 433 E GOLF RD | DES PLAINES | IL | 600162233 | NONE | PC | General Support | $5,000 |
| APPALSHOP INC | |||||||
| 91 MADISON AVE | WHITESBURG | KY | 41858 | NONE | PC | General Support | $25,000 |
| PARTNERSHIP FOR COLLEGE COMPLETION | |||||||
| 200 S MICHIGAN AVE STE 1410 | CHICAGO | IL | 606042468 | NONE | PC | General Support | $250,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | Uchicago Research | $200,000 |
| THE FOUNDATION FOR PERIPHERAL NEUROPATHY | |||||||
| 485 E HALF DAY RD STE 350 | BUFFALO GROVE | IL | 60089 | NONE | PC | General Support | $25,000 |
| ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | General Support | $25,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Challenge Grant | $750,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | NONE | PC | Firearm Suicides | $250,000 |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 500 EAST MADISON STREET | SPRINGFIELD | IL | 627011010 | NONE | PC | Home Campaign | $100,000 |
| CITY OF LAKE FOREST | |||||||
| 800 N FIELD DRIVE | LAKE FOREST | IL | 60045 | NONE | PC | Handicap Van | $25,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | Seven Projects | $250,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | Food Bank | $110,000 |
| NORWEGIAN AMERICAN HOSPITAL INCORPORATED | |||||||
| 1044 N FRANCISCO AVE | CHICAGO | IL | 606222743 | NONE | PC | Hospital Services | $500,000 |
| SOUTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 1235 DOUGLAS DR | CARBONDALE | IL | 629012591 | NONE | PC | B.S. Nursing Prog | $3,000,000 |
| WYOMING HUMANITIES COUNCIL | |||||||
| 1315 E LEWIS ST | LARAMIE | WY | 820723459 | NONE | PC | Plains Indian Ed Proj | $125,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | General Support | $50,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 606016530 | NONE | PC | Donee's Endow Fund | $200,000 |
| ROGER BALDWIN FOUNDATION OF ACLU INC | |||||||
| 150 N MICHIGAN AVE STE 600 | CHICAGO | IL | 606017570 | NONE | PC | General Support | $100,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | General Support | $50,000 |
| ASSOCIATION HOUSE OF CHICAGO | |||||||
| 1116 N KEDZIE AVE | CHICAGO | IL | 606514152 | NONE | PC | General Support | $200,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 214034503 | NONE | PC | General Support | $500,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 606016530 | NONE | PC | General Support | $200,000 |
| MERIT SCHOOL OF MUSIC | |||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 606072628 | NONE | PC | General Support | $250,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE 6TH FLR | CHICAGO | IL | 606033200 | NONE | PC | General Support | $200,000 |
| REHABILITATION INSTITUTE OF CHICAGO | |||||||
| 355 E ERIE ST STE 10-2145 | CHICAGO | IL | 60611 | NONE | PC | General Support | $500,000 |
| THE WETLANDS INITIATIVE | |||||||
| 53 W JACKSON BLVD STE 1015 | CHICAGO | IL | 606043658 | NONE | PC | General Support | $50,000 |
| UNIVERSITY CLUB FOUNDATION | |||||||
| 76 E MONROE ST | CHICAGO | IL | 606032703 | NONE | PC | General Support | $50,000 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 606052402 | NONE | PC | General Support | $100,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | Veteran's Project | $500,000 |
| TABITHA INC | |||||||
| 4720 RANDOLPH ST | LINCOLN | NE | 685103741 | NONE | PC | General Support | $360,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 606016530 | NONE | PC | Grant Park Orchestra | $800,000 |
| CHICAGO HUMANITIES FESTIVAL | |||||||
| 500 N DEARBORN ST STE 825 | CHICAGO | IL | 606547659 | NONE | PC | General Support | $20,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR STE 860 | CHICAGO | IL | 606062899 | NONE | PC | General Support | $250,000 |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 559050001 | NONE | PC | Nephrology Group | $48,000 |
| CHICAGO OPERA THEATER | |||||||
| 70 E LAKE ST STE 415 | CHICAGO | IL | 606017646 | NONE | PC | General Support | $150,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | General Support | $75,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND INC | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PC | General Support | $200,000 |
| CLINIC WITH A HEART INC | |||||||
| 1701 S 17TH ST STE 4G | LINCOLN | NE | 685022641 | NONE | PC | Dental Services | $100,000 |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | |||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 463123503 | NONE | PC | March 2020 Gala | $10,000 |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU | |||||||
| 3015 W DIVISION ST | CHICAGO | IL | 606222739 | NONE | PC | Puerto Rican Art | $50,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 7285 W 132ND ST 160 | OVERLAND PARK | KS | 66213 | NONE | PC | Camp Sessions | $75,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | Arts Access Program | $200,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 606323920 | NONE | PC | General Support | $500,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | NONE | PC | General Support | $225,000 |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 559050001 | NONE | PC | Nephrology Research | $2,000,000 |
| HIGHWOOD PUBLIC LIBRARY | |||||||
| 102 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | NONE | PC | General Support | $50,000 |
| LAKE COUNTY FOREST PRESERVE DISTRICT | |||||||
| 1899 W WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PC | Ryerson Woods Ctr | $200,000 |
| COMMUNITY YOUTH NETWORK INC | |||||||
| 18640 W IL ROUTE 120 | GRAYSLAKE | IL | 600309733 | NONE | PC | Grwing Resilient Pro | $12,500 |
| WAUKEGAN TO COLLEGE NFP | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 600854227 | NONE | PC | General Support | $87,500 |
| FCNL EDUCATION FUND | |||||||
| 245 2ND ST NE | WASHINGTON | DC | 200025761 | NONE | PC | Bldg Civic Ed Prog | $400,000 |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | |||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 463123503 | NONE | PC | General Support | $75,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 900121815 | NONE | PC | General Support | $50,000 |
| GILDAS CLUB CHICAGO | |||||||
| 537 N WELLS ST | CHICAGO | IL | 606547113 | NONE | PC | Chicago Reserve Fund | $500,000 |
| THE THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | Covid 19 Relief | $500,000 |
| CHICAGO OPERA THEATER | |||||||
| 70 E LAKE ST STE 415 | CHICAGO | IL | 606017646 | NONE | PC | General Support | $50,000 |
| MATT TALBOT KITCHEN & OUTREACH INC | |||||||
| PO BOX 80935 | LINCOLN | NE | 685010935 | NONE | PC | General Support | $150,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 606052403 | NONE | PC | General Support | $100,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | General Support | $100,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | General Support | $300,000 |
| ST CATHERINE HOSPITAL INC | |||||||
| 4321 FIR ST | CHICAGO | IN | 463123049 | NONE | PC | General Support | $150,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | Food Bank | $25,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 352 S MAIN ST | CROWN POINT | IN | 463074050 | NONE | PC | Food Pantry | $15,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | Ill Violent Death | $230,000 |
| THE POSSE FOUNDATION INC - CHICAGO | |||||||
| 111 W JACKSON BLVD STE 1100 | CHICAGO | IL | 60604 | NONE | PC | Chicago Posse Prog | $250,000 |
| CHICAGO SCHOLARS FOUNDATION | |||||||
| 247 S STATE ST STE 700 | CHICAGO | IL | 60604 | NONE | PC | General Support | $250,000 |
| TABITHA INC | |||||||
| 4720 RANDOLPH ST | LINCOLN | NE | 685103741 | NONE | PC | COVID-19 Expenses | $500,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 606612125 | NONE | PC | City Colleges | $300,000 |
| NEWBERRY CONSORT NFP | |||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | General Support | $400,000 |
| LINCOLN PARK CONSERVANCY | |||||||
| PO BOX 14703 | CHICAGO | IL | 606148521 | NONE | PC | General Support | $100,000 |
| LAKE COUNTY HEALTH DEPARTMENT AND COMMUNITY HEALTH | |||||||
| 3010 GRAND AVENUE | WAUKEGAN | IL | 60085 | NONE | PC | Covid 19 Relief | $100,000 |
| GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING | |||||||
| 8 S MICHIGAN AVE STE 700 | CHICAGO | IL | 606033463 | NONE | PC | Scholars of Ill Prog | $750,000 |
| ST CATHERINE HOSPITAL INC | |||||||
| 4321 FIR ST | CHICAGO | IN | 463123049 | NONE | PC | General Support | $100,000 |
| MIDNIGHT CIRCUS IN THE PARKS | |||||||
| ONE SOUTH DEARBORN | CHICAGO | IL | 606032302 | NONE | PC | General Support | $25,000 |
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 606547105 | NONE | PC | General Support | $30,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 464106233 | NONE | PC | Meal delivery prog | $25,000 |
| HAVEN HOUSE INC | |||||||
| 834 CHICAGO ST | HAMMOND | IN | 463271632 | NONE | PC | General Support | $10,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | Campus cafe /Covid | $50,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | Capital Campaign | $500,000 |
| IGNITE ORG | |||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 606017477 | NONE | PC | General Support | $75,000 |
| NORTHWEST INDIANA CANCER KIDS INC | |||||||
| PO BOX 824 | SCHERERVILLE | IN | 463750824 | NONE | PC | General Support | $40,000 |
| NORTHWEST INDIANA DISTRICT 1 FIREFIGHTER TRAINING | |||||||
| 4203 MONTDALE PARK DR | VALPARAISO | IN | 463834098 | NONE | PC | Training Courses | $21,000 |
| NEWBERRY CONSORT NFP | |||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | Artistic Co-Directors | $100,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | Challenge Grant Pmt | $500,000 |
| OPEN BOOKS LTD | |||||||
| 651 W LAKE ST | CHICAGO | IL | 606611012 | NONE | PC | Dolly PartonLibrary | $500,000 |
| ST JUDE HOUSE INC | |||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 463074856 | NONE | PC | General Support | $25,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | NONE | PC | Covid 19 Relief | $150,000 |
| LAMBS FARM INC | |||||||
| PO BOX 520 | LIBERTYVILLE | IL | 600480520 | NONE | PC | General Support | $50,000 |
| NICASA NFP | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 600739517 | NONE | PC | General Support | $25,000 |
| MANO A MANO FAMILY RESOURCE CENTER | |||||||
| 6 E MAIN ST | ROUND LAKE | IL | 600733602 | NONE | PC | TANDA/General Supp | $75,000 |
| CHICAGO OPERA THEATER | |||||||
| 70 E LAKE ST STE 415 | CHICAGO | IL | 606017646 | NONE | PC | General Support | $500,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Homewrk/Family Fund | $225,000 |
| NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 606404407 | NONE | PC | General Support | $1,000,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | NONE | PC | General Support | $1,000,000 |
| COMMUNITY CHURCH OF LAKE FOREST & LAKE BLUFF | |||||||
| 117 E SCRANTON AVE | LAKE BLUFF | IL | 600442570 | NONE | PC | Food Pantries | $10,000 |
| LAKE BLUFF OPEN LANDS ASSOCIATION | |||||||
| PO BOX 449 | LAKE BLUFF | IL | 600440449 | NONE | PC | General Support | $13,446 |
| EXECUTIVE SERVICE CORPS OF CHICAGO | |||||||
| 207 E OHIO ST 212 | CHICAGO | IL | 60611 | NONE | PC | General Support | $30,000 |
| DIGESTIVE HEALTH FOUNDATION | |||||||
| 541 N FAIRBANKS CT STE 800 | CHICAGO | IL | 606113732 | NONE | PC | E. Blackwell Fund | $1,000,000 |
| CHICAGO COALITION TO SAVE OUR MENTAL HEALTH CENTER | |||||||
| 5760 W IRVING PARK RD | CHICAGO | IL | 606342623 | NONE | PC | Mental Health Prog | $250,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | NONE | PC | IWERC INNOV/OPP FUND | $2,000,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 606017757 | NONE | PC | Covid 19 Relief | $300,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | NONE | PC | PPE Nursing Equip | $50,000 |
| GRAYSLAKE COMMUNITY HIGH SCHOOL DISTRICT #127 | |||||||
| 400 N LAKE STREET | GRAYSLAKE | IL | 60030 | NONE | PC | Nutrition programs | $25,000 |
| FAMILY ADVOCATES INC | |||||||
| 1005 MICHIGAN AVE | LAPORTE | IN | 463503506 | NONE | PC | Capital campaign | $175,000 |
| ROLE MODEL MOVEMENT INC NFP | |||||||
| 47 W POLK ST STE 100 | CHICAGO | IL | 60605 | NONE | PC | General Support | $25,000 |
| SOUTHSIDE CENTER OF HOPE | |||||||
| 6423 S WOODLAWN AVE | CHICAGO | IL | 606373817 | NONE | PC | General Support | $25,000 |
| HCS FAMILY SERVICES | |||||||
| 19 E CHICAGO AVE | HINSDALE | IL | 605213431 | NONE | PC | General Support | $50,000 |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | NONE | PC | Pres Battlefield Land | $25,000 |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELO | |||||||
| 433 CHESTNUT ST | BEREA | KY | 404031510 | NONE | PC | General Support | $25,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | General Support | $50,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | General Support | $15,000 |
| LINCOLN PARKS & RECREATION FNDN | |||||||
| 3131 O ST | LINCOLN | NE | 685101534 | NONE | PC | Cascade Fountain | $50,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Standing Bear Fund | $25,000 |
| LOYOLA UNIVERSITY OF CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | NONE | PC | Scholarship fund | $3,250,000 |
| CHICAGO STATE FOUNDATION | |||||||
| 9501 S KING DR STE 322 | CHICAGO | IL | 606281501 | NONE | PC | RISE Academy Prog | $50,000 |
| MATT TALBOT KITCHEN & OUTREACH INC | |||||||
| PO BOX 80935 | CHICAGO | NE | 685010935 | NONE | PC | General Support | $100,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Midwest Flood Relief | $250,000 |
| AMERICAN PLAYERS THEATRE OF WISCONSIN INC | |||||||
| 5950 GOLF COURSE RD | SPRING GREEN | WI | 535888036 | NONE | PC | General Support | $100,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | General Support | $65,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | Boys & Girls Club | $500,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | Covid 19 relief | $10,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | Campus upgrades | $24,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | NONE | PC | Gift Agreement | $1,000,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth Programs | $500,000 |
| LINCOLN PARK CONSERVANCY | |||||||
| PO BOX 14703 | CHICAGO | IL | 606148521 | NONE | PC | General Support | $3,000,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD RD | BROOKLINE | MA | 024456919 | NONE | PC | FHO Curriculum pro | $300,000 |
| STORYCATCHERS THEATRE | |||||||
| 544 W OAK STREET SUITE 1005 | CHICAGO | IL | 60610 | NONE | PC | General Support | $200,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 606323920 | NONE | PC | General Support | $155,000 |
| ROLE MODEL MOVEMENT INC NFP | |||||||
| 47 W POLK ST STE 100 | CHICAGO | IL | 60605 | NONE | PC | General Support | $220,000 |
| A BETTER CHICAGO | |||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 606063412 | NONE | PC | Emergency Relief | $300,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | Covid 19 relief | $200,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 606052403 | NONE | PC | General Support | $500,000 |
| ANTI-DEFAMATION LEAGUE - CHICAGO | |||||||
| 120 SOUTH LASALLE | CHICAGO | IL | 60603 | NONE | PC | General Support | $200,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | General Support | $500,000 |
| CITY OF CHICAGO | |||||||
| 78 EAST WASHINGTON ST 4TH FLOOR | CHICAGO | IL | 60602 | NONE | PC | BUILDING RENOVATION | $650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,383,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | RENOVATE LIBRARY | $1,000,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | NONE | PC | FIREARMS SUICIDE | $250,000 |
| NEWBERRY CONSORT | |||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 120 SOUTH LASALLE | CHICAGO | IL | 60603 | NONE | PC | ANTI-BIAS TRAINING | $2,000,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNADALEONHUDSON | NY | 125045000 | NONE | PC | BPI WOMEN'S | $500,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW CENTER | $3,000,000 |
| CHICAGO PUBLIC EDUCATION FUND | |||||||
| 200 W ADAMS ST STE 2150 | CHICAGO | IL | 606065244 | NONE | PC | GENERAL OPERATIONS | $500,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | SCHOOL RESEARCH | $3,000,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATIONS | $500,000 |
| GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING | |||||||
| 8 S MICHIGAN AVE STE 700 | CHICAGO | IL | 606033463 | NONE | PC | SCHOLARS PROGRAM | $1,000,000 |
| NEBRASKA CULTURAL ENDOWMENT | |||||||
| 1004 FARNAM ST PLAZA LEVEL | OMAHA | NE | 68102 | NONE | PC | NE HUMANITIES | $350,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | CHALLENGE GRANT | $500,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | NONE | PC | GEM LIFE STUDY | $750,000 |
| WAKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | RENOVATE LIBRARY | $2,000,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW CENTER | $2,800,000 |
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | RENOVATE LIBRARY | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,200,000 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,421,955 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,360,512 | 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 | $6,782,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,782,467 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT W FULK IRREVOCABLE TRUST | |||||||
| 1 | 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | $2,042,527 | Yes (X) | |
| ROBERT W FULK IRREVOCABLE TRUST | |||||||
| 2 | 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | $410,000 | Yes (X) | |
| ROBERT W FULK IRREVOCABLE TRUST | |||||||
| 3 | 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | $21,637 | Yes (X) | Yes (X) |
| ROBERT W FULK IRREVOCABLE TRUST | |||||||
| 4 | 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | $127,036 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | PARTNERSHIP INTEREST IN PHOENIX VENTURE HOLDINGS LLC | $21,637 | 2019-12-31 |
| 4 | PARTNERSHIP INTEREST IN NEW VENTURE PARTNERS IV, LP | $127,036 | 2019-08-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $68,760 | Amt |
| Net Investment Income | $34,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,380 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COPIER | PropertyDesc |
| Acquired | 2017-02-21 | AcquiredDt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,496 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $619 | CurrentYearExpenseAmt |
| Net Investment Income | $619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $619 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $8,366,424 | $12,626,133 |
| AD MAKEPEACE CO. | $6,750 | $4,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $208,246,760 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $218,347,886 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPIER | CategoryOrItemTxt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,115 | AccumulatedDepreciationAmt |
| Book Value | $979 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TWEEDY BROWNE GLOBAL VALUE MUT | $0 | $0 |
| FIRST EAGLE SOGEN FDS INC | $0 | $0 |
| DODGE & COX INTERNATIONAL FUND | $0 | $0 |
| CLIPPER FUND | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $131,463 | LegalFeesAmt |
| Net Investment Income | $26,293 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105,170 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADM HOLDINGS LLC | $6,391 | $6,391 | $4,550 |
| STONE ARCH CAPITAL II | $644,327 | $592,055 | $496,326 |
| CVE-KAUFFMAN | $1,705,032 | $1,769,716 | $1,868,515 |
| NOTE RECEIVABLE | $39,453 | $15,961 | $15,961 |
| PHOENIX VENTURE | $0 | $21,594 | $20,000 |
| NEW VENTURE PARTNERS IV | $0 | $134,242 | $82,090 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP LOSS | $75,792 | $75,792 | |
| SUBSCRIPTIONS | $2,501 | $500 | $2,001 |
| OFFICE EXPENSE | $6,517 | $1,303 | $5,214 |
| COMPUTER EXPENSE | $14,871 | $2,974 | $11,897 |
| INSURANCE | $7,053 | $1,411 | $5,642 |
| FOUNDATION SOURCE EXPENSE | $128,742 | $25,748 | $102,994 |
| POSTAGE | $3,100 | $620 | $2,480 |
| REPAIRS & MAINTENANCE | $3,059 | $612 | $2,447 |
| MISCELLANEOUS | $152 | $31 | $122 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $508 | $102 | $406 |
| INVESTMENT FEES | $110,330 | $110,330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $45,738 | ||
| FOREIGN TAXES | $1,132 | $1,132 | $0 |
| PAYROLL TAXES | $64,058 | $12,812 | $51,246 |
| STATE TAXES | $803 | $803 | |
| PROPERTY TAXES | $738 | $148 | $590 |