2023-06-26T05:53:05-05:00 2022-12-31 990 2022-01-01 363155157 THE JOHN CRERAR FOUNDATION C/O THE JOHN CRERAR LIBRARY JOHN 3127155122 5730 S ELLIS AVENUE CHICAGO IL 60637 JANICE E RODGERS PRESIDENT 3127155000 2023-06-26 JANICE RODGERS 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANICE E RODGERS 300 N LASALLE ST 40 FL CHICAGO IL 60654 1617 0 X N/A X 1981 IL THE ORGANIZATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO THE JOHN CRERAR LIBRARY (THE "LIBRARY") IN THE FORM OF GRANTS MADE NOT LESS OFTEN THAN ANNUALLY. THE LIBRARY IS THE SCIENCE, MEDICINE AND TECHNOLOGY COMPONENT OF THE LIBRARY SYSTEM AT THE UNIVERSITY OF CHICAGO. VIRTUALLY ALL OF THE ORGANIZATION'S INCOME IS USED IN FURTHERANCE OF THIS MISSION. 3 3 0 3 0 0 0 0 0 0 488191 1617 0 0 488191 1617 31000 36000 0 0 0 0 0 0 0 16 220 31016 36220 457175 -34603 1031415 761816 0 0 1031415 761816 X THE ORGANIZATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO THE JOHN CRERAR LIBRARY (THE "LIBRARY") IN THE FORM OF GRANTS MADE NOT LESS OFTEN THAN ANNUALLY. THE LIBRARY IS THE SCIENCE, MEDICINE AND TECHNOLOGY COMPONENT OF THE UNIVERSITY OF CHICAGO LIBRARY SYSTEM. VIRTUALLY ALL OF THE ORGANIZATION'S INCOME IS USED IN FURTHERANCE OF THIS MISSION. 0 0 22800 22800 THIS GRANT TO THE LIBRARY PROVIDES SUPPORT FOR THE JOHN CRERAR FOUNDATION FELLOW FOR DATA SERVICES FOR THE SCIENCES, WHICH WILL ASSIST LIBRARIANS TO DEVELOP RESOURCES AND PROGRAMMING RELATED TO DATA SERVICES. PROGRAMMING DEVELOPED WILL BE INFORMED BY THE RESULTS OF A FOCUS GROUP STUDY SCIENCE LIBRARIANS CONDUCTED IN THE LAST YEAR ABOUT GRADUATE AND POSTDOCTORAL STUDENTS' DATA MANAGEMENT NEEDS. PROGRAMMING WILL INCLUDE INSTRUCTIONAL SESSIONS THAT FOCUS ON DATA MANAGEMENT CONCEPTS AND TOOLS. THE FELLOW WILL ALSO HELP LIBRARIANS CREATE RESOURCES IN A VARIETY OF FORMATS,INCLUDING: DEMONSTRATIONS, WORKSHOPS, TUTORIALS, AND WEB CONTENT. RESOURCES CREATED WILL BE ON TOPICS SUCH AS DATA TOOLS, DATA ORGANIZATION, AND DATA MANAGEMENT. THE FELLOW WILL ALSO HELP PLAN PROMOTIONAL MATERIALS AND OUTREACH EVENTS RELATED TO DATA. 10000 10000 THIS GRANT WILL ENABLE THE LIBRARY TO TAKE THE LEAD IN CREATING AN INTERNATIONAL GLASS PLATES GROUP (IGPG). THE IGPG STARTED AS AN INFORMAL GROUP THAT BROUGHT TOGETHER LIBRARIANS, ARCHIVISTS, HISTORIANS, AND ASTRONOMERS TO DISCUSS ASTRONOMICAL GLASS PLATES AND THEIR ASSOCIATED OBJECTS, SUCH AS LOGBOOKS. TODAY THE GROUP HAS 40+ MEMBERS AND MEETS MONTHLY TO DISCUSS A RANGE OF TOPICS. AS AN EXAMPLE, A RECENT DISCUSSION FOCUSED ON THE USE OF GLASS PLATES IN ASTRONOMY, BUT ALSO IN THE HISTORY OF SCIENCE AND IN ART. 3200 3200 THIS GRANT TO THE LIBRARY PROVIDED SUPPORT FOR THE ANNUAL JOHN CRERAR FOUNDATION SCIENCE WRITING PRIZE PROGRAM. 36000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 IL X X X PATRICK J BITTERMAN 3127155000 300 N LASALLE STREET SUITE 4000 CHICAGO IL 60654 X JANICE E RODGERS PRESIDENT & DIRECTOR 1.50 X X 0 0 0 PATRICK J BITTERMAN SECRETARY,TREASURER & DIRE 1.25 X X 0 0 0 DAVID LOWENTHAL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1617 1617 1617 0 0 1617 36000 36000 FOREIGN TAXES 205 205 IL CHARITY BUREAU TRUST 15 15 36220 36000 220 0 60853 36702 970562 725114 1031415 761816 0 0 X 0 0 0 0 1031415 761816 1031415 761816 1031415 761816 -34603 -234996 0 X 0 0 0 X X 1 THE UNIVERSITY OF CHICAGO - FOR THE BENEFIT OF THE CRERAR LIBRARY 362177139 2 1 36000 0 1 36000 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 15377 1617 15377 1617 0 0 0 0 0 0 15377 1617 888623 783561 115169 34037 0 0 1003792 817598 0 0 0 1003792 817598 15057 12264 988735 805334 34606 28187 0 0 34606 28187 15377 13070 34606 34606 0 34606 36000 0 15 0 0 0 36015 36015 34606 100.000000000000 34606 0 0 0 0 0 6441 6441 0 6441 0 0 36015 0 28165 7850 0 0 7850 0 0 0 0 7850 PART IV, SECTION D, LINE 2: THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP AS WELL AS A HISTORIC AND CONTINUOUS RELATIONSHIP WITH THE JOHN CRERAR LIBRARY OF THE UNIVERSITY OF CHICAGO. THE FOUNDATION HAS MADE ANNUAL GRANTS TO THE LIBRARY EVERY YEAR SINCE 1985 (WHICH WAS THE YEAR WHEN THE LIBRARY MOVED ITS STAFF AND COLLECTIONS FROM THE CAMPUS OF THE ILLINOIS INSTITUTE OF TECHNOLOGY TO THE UNIVERSITY OF CHICAGO). DURING 2022 (AS WELL AS IN EARLIER YEARS) THE BOARD OF DIRECTORS OF THE FOUNDATION COMMUNICATED WITH THE UNIVERSITY LIBRARIAN AND THE DIRECTOR OF THE JOHN CRERAR LIBRARY TO REVIEW THE PROGRESS ON THE FOUNDATION'S GRANTS IN THE CURRENT YEAR AND TO DISCUSS POTENTIAL PROJECTS FOR GRANT SUPPORT IN THE NEXT YEAR. THE PRESIDENT OF THE FOUNDATION ALSO MAINTAINS CONTACT WITH THE CRERAR LIBRARY DIRECTOR THROUGHOUT THE YEAR THROUGH EMAIL CORRESPONDENCE AND GENERALLY A PERSONAL VISIT TO THE CRERAR LIBRARY. AT THE TIME OF THE ANNUAL MEETING OF THE BOARD OF DIRECTORS OF THE FOUNDATION (USUALLY HELD IN DECEMBER OF EACH YEAR), THE UNIVERSITY LIBRARIAN AND THE DIRECTOR OF THE JOHN CRERAR LIBRARY MEET WITH THE BOARD TO FORMALLY PRESENT THEIR PROPOSALS FOR GRANT SUPPORT FOR ONE OR MORE CRERAR LIBRARY PROJECTS FOR THE NEXT YEAR AND TO DISCUSS GENERALLY CURRENT DEVELOPMENTS AND CHALLENGES IN THE FIELD OF LIBRARY ADMINISTRATION. THE 2022 ANNUAL MEETING WAS HELD ON DECEMBER 15,2022. THE DIRECTORS WERE JOINED ON THE ZOOM PLATFORM BY BARBARA KERN, DIRECTOR OF THE SCIENCES AND SOCIAL SCIENCES & DIRECTOR OF THE JOHN CRERAR LIBRARY; TORSTEN REIMER, UNIVERSITY LIBRARIAN AND DEAN OF THE UNIVERSITY LIBRARY, AND JEN GREEN, ASSOCIATE UNIVERSITY LIBRARIAN, RESEARCH AND LEARNING. PART V, SECTION D, LINE 3 THROUGH THE RELATIONSHIP DESCRIBED ABOVE, THE UNIVERSITY HAD A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT POLICIES AND THE USE OF ITS INCOME AND ASSETS. PART V, SECTION D, LINE 8 THE SOLE SUPPORTED ORGANIZATION LISTED IN PART I, LINE 12G, THE UNIVERSITY OF CHICAGO (F/B/O THE JOHN CRERAR LIBRARY) MET BOTH OF THE FOLLOWING CONDITIONS FOR THE TAX YEAR 2022: (1) THE JOHN CRERAR FOUNDATION WAS RESPONSIVE TO THE JOHN CRERAR LIBRARY; AND (2) THE JOHN CRERAR LIBRARY, AND THUS THE UNIVERSITY, WAS ATTENTIVE TO THE JOHN CRERAR FOUNDATION. SEE THE FIRST ANSWER OF THIS PART VI FOR THE BASIS FOR THE FOREGOING STATEMENT. 1031415 -233584 36000 15 761816 935247 127184 31000 16 1031415 969658 -3381 31000 30 935247 806464 193783 30000 589 969658 845064 -9095 29000 505 806464 1.00000 0 0 0 PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT ONE OR MORE GRANTS (PAID NOT LESS OFTEN THAN ANNUALLY) TO THE UNIVERSITY OF CHICAGO FOR THE BENEFIT OF THE JOHN CRERAR LIBRARY (A COMPONENT OF THE UNIVERSITY'S LIBRARY SYSTEM). THE LIBRARY USES THE GRANTS FOR IMPROVEMENTS TO THE LIBRARY'S FACILITIES OR LIBRARY PROGRAMS AND SERVICES, IN EACH CASE IN ACCORDANCE WITH PROPOSALS SUBMITTED TO AND APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. INCOME FROM THE ENDOWMENT FUNDS COVERS THE FOUNDATION'S ADMINISTRATIVE EXPENSES, WHICH ARE NOMINAL IN AMOUNT AND GENERALLY CONSISTING ONLY OF THE COST OF THE ANNUAL MEETING OF THE BOARD OF DIRECTORS AND STATE OF ILLINOIS FILING FEES. THE FOUNDATION HAS NO EMPLOYEES OR OFFICE SPACE OR EQUIPMENT AND IS NOT CHARGED FOR THE MANAGEMENT OF ITS ENDOWMENT FUNDS OR FOR THE PREPARATION OF THE ANNUAL FEDERAL AND STATE FORMS 990 AND AG990-IL. PART V, LINE 1C THE ENTRIES FOR NET INVESTMENT EARNINGS, GAINS AND LOSSES INCLUDE INTEREST AND DIVIDEND INCOME, REALIZED GAINS AND LOSSES ON SALES OF SECURITIES AND UNREALIZED APPRECIATION OR DEPRECIATION ON SECURITIES HELD IN THE INVESTMENT PORTFOLIO AT THE END OF 2022. 1 THE UNIVERSITY OF CHICAGO FBO THE JOHN CRERAR LIBRARY 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 36000 0 SEE FORM 990, PART III 1 0 PART 1, LINE 2 THE FOUNDATION MONITORS THE USE OF ITS GRANTS TO THE UNIVERSITY OF CHICAGO F/B/O THE JOHN CRERAR LIBRARY BY MAINTAINING CONTACT THROUGHOUT THE YEAR WITH THE LIBRARY'S DIRECTOR AND WITH THE UNIVERSITY LIBRARIAN ("THE TWO LIBRARIANS"). PRIOR TO THE END OF EACH YEAR, THE LIBRARY'S DIRECTOR PROVIDES A WRITTEN REPORT TO THE BOARD OF DIRECTORS OF THE FOUNDATION THAT DESCRIBES IN DETAIL HOW THE CURRENT YEAR GRANT FUNDS WERE EXPENDED. IN ADDITION, A MID-YEAR MEETING GENERALLY IS HELD BETWEEN ONE OR MORE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND THE TWO LIBRARIANS TO REVIEW THE PROGRESS OF THE GRANT-SUPPORTED PROJECTS FOR THE CURRENT YEAR AND TO DISCUSS POSSIBLE GRANTS FOR THE NEXT YEAR. AT THE END OF EACH YEAR, THE FOUNDATION'S BOARD OF DIRECTORS HOLDS ITS ANNUAL MEETING, AT WHICH THE TWO LIBRARIANS REVIEW THE GRANT-SUPPORTED PROJECTS FOR THE CURRENT YEAR WITH THE FULL BOARD OF DIRECTORS AND PRESENT THEIR PROPOSALS FOR GRANTS FOR THE NEXT YEAR. THE FOUNDATION'S BOARD OF DIRECTORS THEN DETERMINES WHAT GRANT PROPOSALS WILL BE APPROVED FOR FUNDING IN THE NEXT YEAR AND THE AMOUNT OF FUNDING FOR EACH SUCH PROPOSAL, TAKING INTO ACCOUNT THE MANDATORY DISTRIBUTION REQUIREMENTS IMPOSED ON THE FOUNDATION AS A TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND THE RELATED SCHEDULES WERE PREPARED UNDER THE DIRECTION OF AND REVIEWED BY THE PRESIDENT OF THE FOUNDATION, A RETIRED ATTORNEY WHOSE PRACTICE FOCUSED ON EXEMPT ORGANIZATIONS, AND THE TREASURER OF THE FOUNDATION, AN ATTORNEY WHOSE PRACTICE FOCUSES ON TRUSTS AND ESTATES, AND MADE AVAILABLE FOR REVIEW BY THE OTHER DIRECTOR, WHO IS A LAWYER AND A TAX PARTNER AND EXEMPT ORGANIZATIONS LEADER IN A MAJOR ACCOUNTING FIRM. AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS, USUALLY IN DECEMBER OF THE CURRENT YEAR OR JANUARY OF THE NEXT FOLLOWING YEAR, A COPY OF THE FORM 990 IS PRESENTED AT THE MEETING AND IS OPEN FOR DISCUSSION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FORM 990 IS AVAILABLE TO THE PUBLIC THROUGH THE GUIDESTAR WEBSITE (WWW.GUIDESTAR.ORG). FORM 990 AND THE RELATED SCHEDULES AND THE FOUNDATION'S ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE PRESIDENT. THE UNIVERSITY OF CHICAGO (FBO THE JOHN CRERAR LIBRARY) 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 EDUCATION IL 501(C)(3) 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SEE PART II B 36000 CASH