2026-02-10T10:01:44-06:00 2025-09-30 364409576 BRONSWICK BENJAMIN PC 8750 W BRYN MAWR AVE SUITE 650 CHICAGO IL 60631 990 2024-10-01 366065694 BURRIDGE D BUTLER MEMORIAL TRUST OF CHICAGO BURR 2243607686 PO BOX 519 CARY IL 60013 JEFFREY E KINTZLER CHAIRMAN 2243607686 2026-02-10 1 1 MICHAEL V SCIALO P00644690 3126928300 2026-02-09 2024 2025-03-06 01:10:19Z JEFFREY E KINTZLER 1273 WEST LAKE DRIVE CARY IL 60013 11240061 0 X N/A X 1951 IL THE BURRIDGE D. BUTLER MEMORIAL TRUST OF CHICAGO IS A TAX-EXEMPT TRUST CREATED IN (SEE SCHEDULE O) 1951 UNDER THE LAST WILL AND TESTAMENT OF BURRIDGE D. BUTLER. THE TRUST IS DEVOTED TO CHARITABLE AND EDUCATIONAL PURPOSES AND IS A TYPE III NON-FUNCTIONALLY INTERGRATED SUPPORTING ORGANIZATION TO THE CHICAGO COMMUNITY TRUST. THE TRUST IS A TOTAL RETURN TRUST. THE DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR. 5 0 0 0 0 0 0 0 0 0 4442901 4270034 0 0 4442901 4270034 2176349 2121472 0 0 125684 122515 0 0 0 349090 396140 2651123 2640127 1791778 1629907 45948482 46970230 129703 123087 45818779 46847143 X THE BURRIDGE D. BUTLER MEMORIAL TRUST OF CHICAGO IS A TAX-EXEMPT TRUST CREATED IN 1951 UNDER THE LAST WILL AND TESTAMENT OF BURRIDGE D. BUTLER. THE TRUST IS DEVOTED TO CHARITABLE AND EDUCATIONAL PURPOSES AND IS A TYPE III NON-FUNCTIONALLY INTERGRATED (SEE SCHEDULE O) SUPPORTING ORGANIZATION TO THE CHICAGO COMMUNITY TRUST. THE TRUST IS A TOTAL RETURN TRUST. THE DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR. 0 0 2121472 2121472 PER THE WILL OF BURRIDGE D. BUTLER AND IN ACCORDANCE WITH THE SIGNED MEMORANDUM AND AGREEMENT BY THE TRUSTEES TO CONVERT TO A TOTAL RETURN TRUST EFFECTIVE DECEMBER 7, 2018, DISTRIBUTED FUNDS TO THE CHICAGO COMMUNITY TRUST FOR THEM TO DISTRIBUTE IN ACCORDANCE WITH THE PROVISIONS OF MR. BUTLER'S WILL FOR CHARITABLE AND EDUCATIONAL PURPOSES. 2121472 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X BRONSWICK BENJAMIN PC 3126928300 8750 W BRYN MAWR AVE 650 CHICAGO IL 60631 PATRICIA MICHAEL TRUSTEE 2.00 X 21912 0 0 MARK COOK TRUSTEE 2.00 X 21912 0 0 RICHARD C JOHNSON TRUSTEE 2.00 X 21912 0 0 CARL ALBRECHT SECRETARY 2.00 X X 28485 0 0 JEFFREY E KINTZLER CHAIRMAN 2.00 X X 32320 0 0 126541 0 0 0 0 0 0 STIFEL 1 N WACKER DRIVE 3500 CHICAGO IL 60606 INVESTMENT ADVISORY FEES 339922 1 1999897 1999897 9240164 6970027 2270137 2270137 2270137 4270034 0 0 4270034 2121472 2121472 122515 122515 272 272 48010 48010 339922 339922 7936 7936 2640127 2121472 518655 0 1078581 1129805 32578651 30611215 12291250 15229210 45948482 46970230 129703 123087 129703 123087 X 45818779 46847143 45818779 46847143 45948482 46970230 1629907 -601543 0 X X 0 1 X 1 0 X X 1 THE CHICAGO COMMUNITY TRUST 362167000 8 1 2121472 0 1 2121472 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 2982610 1999897 2982610 1999897 0 0 292754 339922 182020 178733 2507836 1481242 42729519 44532029 1523114 1209769 0 0 44252633 45741798 0 0 0 44252633 45741798 663789 686127 43588844 45055671 1525610 1576948 0 0 1525610 1576948 2507836 2131661 1525610 2131661 0 2131661 2121472 0 0 0 0 0 2121472 2121472 2131661 99.520000000000 2131661 0 0 0 0 1773458 2176349 3949807 0 2131661 0 1818146 2121472 0 2121472 0 0 3939618 0 0 0 1818146 2121472 PART IV, SECTION D #2 SINCE 1951 THE BURRIDGE D. BUTLER MEMORIAL TRUST (BUTLER) HAS HAD A CLOSE RELATIONSHIP WITH THE CHICAGO COMMUNITY TRUST (CCT) PURSUANT TO MR. BUTLER'S WILL. AT THE 9/5/25 TRUSTEES MEETING KRISTEN CARLSON VOGEN, SR. DIRECTOR OF PHILANTHROPIC SERVICES AND ANDREA SAENZ, CEO FROM THE CHICAGO COMMUNITY TRUST WERE IN ATTENDANCE. KRISTEN AND ANDREA PROVIDED THE TRUSTEES WITH SEVERAL UPDATES FROM THE CHICAGO COMMUNITY TRUST. THE TRUSTEES ALSO KEPT IN TOUCH WITH THE CCT THROUGHOUT THE YEAR VIA E-MAIL, PHONE CALLS AND EVEN IN WRITING. BUTLER WOULD RECEIVE QUARTERLY THANK YOU LETTERS FROM THE CCT FOR THERE CONTRIBUTIONS AND MR. CARL ALBRECHT, WHO IS ONE OF THE BUTLER TRUSTEES, WOULD FOLLOW UP WITH SHEILA M. CAWLEY, WHO IS THE CHIEF DEVELOPMENT OFFICER OF THE CCT, TO CATCH UP AND DISCUSS VARIOUS MATTERS. THE CCT DECIDES ON THE TIMING OF MAKING THE GRANTS AND BESIDES THE 20% THAT MUST GO TO THE ILLINOIS CHILDREN'S HOME AND AID SOCIETY, PER MR. BUTLER'S WILL, CCT DECIDES ON WHO GETS THE REMAINING GRANT MONEY. PART IV, SECTION D, #3 THE CHICAGO COMMUNITY TRUST (CCT) DECIDES ON THE TIMING OF MAKING THE GRANTS AND BESIDES THE 20% THAT MUST GO TO THE ILLINOIS CHILDREN'S HOME AND AID SOCIETY, PER MR. BUTLER'S WILL, CCT DECIDES ON WHO GETS THE REST OF THE FUNDS THAT BUTLER DISTRIBUTES TO THEM. MEMBERS OF THE CCT TYPICALLY ATTEND THE YEAR END TRUSTEES MEETING WHERE THEY WEIGH IN ON INVESTMENT OPPORTUNITIES AND BRING NEW SUGGESTIONS TO THE TRUSTEES ON WHERE THEY WILL BE DISTRIBUTING THEIR FUNDS TO. PART V, SECTION D, LINE 8 THE CHICAGO COMMUNITY TRUST MET BOTH THE RESPONSIVENESS AND ATTENTIVENESS TESTS. THE RESPONSIVENESS TEST IS MET BY THE SUPPORTING ORGANIZATION MAINTAINING A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE CHICAGO COMMUNITY TRUST (CCT) SINCE 1951. THE CCT HAS A SIGNIFICANT VOICE IN THAT IT DECIDES ON THE TIMING OF THE GRANTS, THE RECIPIENTS WHERE THE MAJORITY OF THE GRANTS GO TO AND THEY OFFER SUGGESTIONS FROM TIME TO TIME ON INVESTMENT ALTERNATIVES. THE ATTENTIVENESS TEST IS MET IN THAT SINCE 1951 THE SUPPORTING ORGANIZATION HAS PROVIDED THE CCT WITH A SUFFICIENT AMOUNT OF SUPPORT FOR THEM TO DISTRIBUTE FOR CHARITABLE AND EDUCATIONAL PURPOSES. 45818779 1028364 46847143 41344345 4474434 45818779 39180914 2163431 41344345 49090248 -9909334 39180914 42280777 6809471 49090248 1.00000 0 0 0 NB STRATEGIC PRIVATE EQUITY FUND 1281666 F ACCELMED PARTNERS PRIVATE EQUITY FUND 702467 F G SQUARED PRIVATE EQUITY FUND 678075 F OURCROWD PRIVATE EQUITY FUND 412465 F OWL ROCK PRIVATE EQUITY FUND 2054599 F PORTFOLIO ADVISORS PRIVATE EQUITY FUND 1414265 F NB OPPORTUNITIES PRIVATE EQUITY FUND 1224417 F STEPSTONE SECONDARIES FUND 1179866 F NB CROSSROADS PRIVATE EQUITY FUND 2214182 F AUDAX SENIOR LOAN FUND I 990568 F EVOLUTION TECHNOLOGY FUND 717763 F NB STRATEGIC CAPITAL II 247090 F G SQUARED OPPORTUNITIES 246890 F TAILWIND CAPITAL PARTNERS 237722 F ONE EQUITY PARTNERS 305187 F ADVISORY RESEARCH PARTNERS 1321988 F 15229210 X 3328569 -601543 -339922 -941465 4270034 0 4270034 2300205 0 2300205 339922 339922 2640127 PART V, LINE 4: PER THE WILL OF MR. BURRIDGE D. BUTLER ALL OF THE NET INCOME AND ACCUMULATIONS OF NET INCOME GENERATED BY THE PERMANENT ENDOWMENT FUND ARE TO BE DISTRIBUTED TO THE CHICAGO COMMUNITY TRUST FOR THEM TO DISTRIBUTE IN ACCORDANCE WITH THE PROVISIONS OF THE WILL. EFFECTIVE DECEMBER 7, 2018, PER THE SIGNED MEMORANDUM AND AGREEMENT BY THE TRUSTEES, THE TRUST WAS CONVERTED TO A TOTAL RETURN TRUST AND THE PERMANENT ENDOWMENT FUND DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR. PART X, LINE 2: PER NOTE B - FOOTNOTE #4 ON THE AUDITED FINANCIAL STATEMENTS: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT ADVISORY FEES INCLUDED ON LINE 1 -339,922. 1 THE CHICAGO COMMUNITY TRUST 225 N MICHIGAN AVE 2200 CHICAGO IL 60601 362167000 501(C)(3) 2121472 0 CHARITABLE & EDUCATIONAL PURPOSES. 1 PART I, LINE 2: THE BURRIDGE D. BUTLER MEMORIAL TRUST OF CHICAGO (BUTLER) RECEIVES LETTERS OF ACKNOWLEDGEMENT ON A QUARTERLY BASIS FROM THE CHICAGO COMMUNITY TRUST (CCT) THAT ARE FROM THE RECIPIENTS WHO HAVE BEEN FUNDED FROM THE MONEY THAT BUTLER DISTRIBUTED TO THE CCT. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE PROVIDED A COPY OF THE 990 UPON COMPLETION FOR THEM TO REVIEW, ASK QUESTIONS AND THEN APPROVE BEFORE SIGNING THE ELECTRONIC FILING AUTHORIZATION FORM 8879-EO WHICH THEY THEN PROVIDE TO THEIR CPA FIRM TO ELECTRONICALLY TRANSMIT THE FEDERAL FORM 990 TAX RETURN TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THE TRUST IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. PERIODIC REVIEWS ARE ALSO CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C UPON THE COMPLETION OF THE AUDITED FINANCIAL STATEMENTS THE TRUSTEES MEET AND APPROVE THE STATEMENTS. ON AN ANNUAL BASIS THE TRUSTEES EVALUATE THEIR CURRENT INDEPENDENT ACCOUNTING FIRM AND DECIDE ON WHETHER TO CONTINUE WITH THE RELATIONSHIP OR SELECT ANOTHER FIRM.