efile Public Visual Render
ObjectId: 202222249349300837 - Submission: 2022-08-12
TIN: 36-2167000
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
THE CHICAGO COMMUNITY TRUST
Employer identification number
36-2167000
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
THE BURRIDGE D BUTLER MEMORIAL TRUST
PO BOX 370
MOUNT PROSPECT
,
IL
60056
36-3035694
GRANT MAKING
IL
501(C)(3)
LINE 12D, III-O
N/A
No
(2)
THE LAVIN FAMILY SUPPORTING FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
36-4120653
GRANT MAKING
IL
501(C)(3)
LINE 12A, I
CCT
Yes
(3)
METROPOLIS STRATEGIES
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
36-4278088
JUSTICE PROGRAMS
IL
501(C)(3)
LINE 12A, I
CCT
Yes
(4)
THE LAKE COUNTY COMMUNITY FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
20-3654399
GRANT MAKING
IL
501(C)(3)
LINE 12A, I
CCF
Yes
(5)
THE COMMUNITY FOUNDATION OF WILL COUNTY
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
76-0821144
GRANT MAKING
IL
501(C)(3)
LINE 12A, I
CCT
Yes
(6)
THE PERT FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
81-0585993
GRANT MAKING
IL
501(C)(3)
LINE 12A, I
CCT
Yes
(7)
THE GLASSER AND ROSENTHAL FAMILY FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
45-3577069
GRANT MAKING
IL
501(C)(3)
LINE 12A, I
CCT
Yes
(8)
THE CHICAGO COMMUNITY FOUNDATION
33 S STATE STREET SUITE 750
CHICAGO
,
IL
60603
36-3432023
GRANT MAKING
IL
501(C)(3)
LINE 7
CCT
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
CHARITABLE REMAINDER TERM TRUST (4)
HOLD INVESTMENTS
IL
N/A
T
No
(2)
CHARITABLE REMAINDER PERPETUAL TRUST (4)
HOLD INVESTMENTS
IL
N/A
T
No
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
METROPOLIS STRATEGIES
B
209,750
ACCRUAL BASIS
(2)
THE COMMUNITY FOUNDATION OF WILL COUNTY
B
100,000
ACCRUAL BASIS
(3)
THE LAKE COUNTY COMMUNITY FOUNDATION
B
196,250
ACCRUAL BASIS
(4)
GLASSER AND ROSENTHAL FAMILY FOUNDATION
C
2,160,000
ACCRUAL BASIS
(5)
THE BURRIDGE BUTLER MEMORIAL TRUST
C
2,091,093
ACCRUAL BASIS
(6)
THE LAKE COUNTY COMMUNITY FOUNDATION
C
20,000
ACCRUAL BASIS
(7)
THE PERT FOUNDATION
C
4,475,000
ACCRUAL BASIS
(8)
METROPOLIS STRATEGIES
O
462,342
ACCRUAL BASIS
(9)
THE LAKE COUNTY COMMUNITY FOUNDATION
O
436,850
ACCRUAL BASIS
(10)
GLASSER AND ROSENTHAL FAMILY FOUNDATION
Q
14,639
ACCRUAL BASIS
(11)
LAVIN FAMILY SUPPORTING FOUNDATION
Q
161,933
ACCRUAL BASIS
(12)
METROPOLIS STRATEGIES
Q
545,659
ACCRUAL BASIS
(13)
THE COMMUNITY FOUNDATION OF WILL COUNTY
Q
125,371
ACCRUAL BASIS
(14)
THE LAKE COUNTY COMMUNITY FOUNDATION
Q
237,115
ACCRUAL BASIS
(15)
THE PERT FOUNDATION
Q
90,295
ACCRUAL BASIS
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Page 5
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
SCHEDULE R, PART II:
THE CHICAGO COMMUNITY TRUST (EIN: 36-2167000) AND THE CHICAGO COMMUNITY FOUNDATION (EIN:36-3432023) FILE A CONSOLIDATED FORM 990. THE CHICAGO COMMUNITY TRUST RECEIVED A PRIVATE LETTER RULING FROM THE INTERNAL REVENUE SERVICE WHICH ALLOWS THE CHICAGO COMMUNITY FOUNDATION TO BE TREATED AS A COMPONENT PART OF THE CHICAGO COMMUNITY TRUST FOR TAX PURPOSES.
Schedule R (Form 990) 2020
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