2026-05-06T07:48:15-05:00 2025-12-31 390432630 QUARLES & BRADY LLP 155 N WACKER DR SUITE 3200 CHICAGO IL 60606 990 2025-01-01 363155157 THE JOHN CRERAR FOUNDATION C/O THE JOHN CRERAR LIBRARY JOHN 3127155122 5730 S ELLIS AVENUE CHICAGO IL 60637 PATRICK J BITTERMAN PRESIDENT 3127155000 2026-05-06 0 PATRICK J BITTERMAN P01285813 3127155000 2025 2025-03-06 01:10:19Z PATRICK J BITTERMAN 155 N WACKER DR SUITE 3200 CHICAGO IL 60606 55718 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 0 5885 0 0 0 0 0 13359 21375 0 0 13359 21375 35000 35000 0 0 0 0 0 0 0 0 0 35000 35000 -21641 -13625 991216 1136497 0 0 991216 1136497 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 20000 20000 THIS GRANT TO THE LIBRARY PROVIDES SUPPORT FOR THE PRESERVATION AND CATALOGING OF THE HISTORIC CRERAR COLLECTION. THE BOOKS, ARTICLES AND RELATED ITEMS THAT COMPRISE THE HISTORIC CRERAR COLLECTION ARE THE DOCUMENTS THAT FORMED THE CENTERPIECE OF THE ORIGINAL JOHN CRERAR LIBRARY. THESE ITEMS, SOME OF WHICH ARE MORE THAN ONE HUNDRED YEARS OLD, NOW ARE IN THE CARE AND CUSTODY OF THE CRERAR LIBRARY AT THE UNIVERSITY OF CHICAGO. THIS GRANT WILL SUPPORT THE ONGOING PRESERVATION OF THE HISTORIC CRERAR COLLECTION AND WILL MAKE IT MORE ACCESSIBLE THROUGH ENHANCED CATALOGING. THIS IS EXPECTED TO BE A MULTI-YEAR PROJECT. 11100 11100 THIS GRANT TO THE LIBRARY PROVIDED SUPPORT FOR THE CAPTURING THE STARS MULTIDISCIPLINARY COLLABORATIVE RESEARCH PROJECT THAT INCLUDES FACULTY, STAFF AND STUDENTS FROM THE LIBRARY, DIGITAL STUDIES, AND THE DEPARTMENT OF ASTRONOMY AND ASTROPHYSICS. THIS PROJECT PROVIDES STUDENTS WITH OPPORTUNITIES IN ASTRONOMY AND ASTROPHYSICS, DIGITAL HUMANITIES AND HISTORY OF SCIENCE. IN PARTICULAR, THIS GRANT PROVIDES SUPPORT FOR STUDENTS TO PRESENT AT THE UNIVERSITY OF NOTRE DAME BIENNIAL HISTORY OF ASTRONOMY WORKSHOP. 3900 3900 THIS GRANT TO THE LIBRARY PROVIDED SUPPORT FOR THE ANNUAL JOHN CRERAR FOUNDATION SCIENCE WRITING PRIZE PROGRAM. 35000 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 155 N WACKER DRIVE SUITE 3200 CHICAGO IL 60606 X JANICE E RODGERS DIRECTOR 1.00 X 0 0 0 PATRICK J BITTERMAN PRESIDENT & DIRECTOR 1.25 X X 0 0 0 DAVID LOWENTHAL DIRECTOR 1.00 X 0 0 0 BOMIE LEONARD SECRETARY & TREASURER DIRECTOR 1.50 X X 0 0 0 0 0 0 0 0 0 0 0 15490 15490 40228 34343 5885 5885 5885 21375 0 5885 15490 35000 35000 35000 35000 0 0 16066 22213 975150 1114284 991216 1136497 0 0 X 0 0 0 0 991216 1136497 991216 1136497 991216 1136497 -13625 158906 0 X 0 0 0 X X 1 THE UNIVERSITY OF CHICAGO - FOR THE BENEFIT OF THE CRERAR LIBRARY 362177139 2 1 35000 0 1 35000 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 5885 0 0 13359 15490 13359 21375 0 0 0 0 0 0 13359 21375 928288 1015972 18793 25527 0 0 947081 1041499 0 0 0 947081 1041499 14206 15622 932875 1025877 32651 35906 0 0 32651 35906 13359 11355 32651 32651 0 32651 35000 0 0 0 0 35000 35000 32651 100.000000000000 32651 0 0 0 0 0 22583 22583 0 22583 0 0 35000 0 10068 24932 0 0 24932 0 0 0 0 24932 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 2025 (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 2025 ANNUAL MEETING WAS HELD ON DECEMBER 17, 2025. THE DIRECTORS WERE JOINED AT THE OFFICES OF QUARLES & BRADY LLP BY DEB WERNER, DIRECTOR OF THE JOHN CRERAR LIBRARY & DIRECTOR OF RESEARCH SERVICES; AND MELISSA GASPAROTTO, DEPUTY UNIVERSITY LIBRARIAN. PART IV, 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 2025: (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. 991216 180281 35000 1136497 886603 139613 35000 991216 761816 161094 36000 307 886603 1031415 -233584 36000 15 761816 935247 127184 31000 16 1031415 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 2025 1 THE UNIVERSITY OF CHICAGO FBO THE JOHN CRERAR LIBRARY 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 35000 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, AN ATTORNEY WHOSE PRACTICE FOCUSES ON TRUSTS AND ESTATES, AND THE TREASURER OF THE FOUNDATION, AN ATTORNEY WHOSE PRACTICE FOCUSES ON TRUSTS AND ESTATES, AND MADE AVAILABLE FOR REVIEW BY THE OTHER DIRECTORS, ONE OF WHOM IS A RETIRED ATTORNEY WHOSE PRACTICE FOCUSED ON EXEMPT ORGANIZATIONS AND THE OTHER 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 35000 CASH