DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202441239349101044
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T11:41:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367483654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cuore e Mani Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M VILIM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER M | PersonFirstNm |
| Person Last | VILIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,914,115 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,283,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,162 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $123,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $96,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,570 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,990 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,990 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $28,238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,458,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,419,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,206,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $290,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $284,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,312,070 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,191,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,715,206 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,596,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,390,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,914,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,596,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,390,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,596,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,390,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,596,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,390,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,596,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,206,832 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,390,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,390,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,283,438 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,122,276 | CostOrOtherBasisAmt |
| Gain Or Loss | $161,162 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $161,162 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,162 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,037 | SubtotalAmt |
| Tax Based On Investment Income | $4,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,243 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Joan M Vilim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Peter M Vilim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pierce Family Charitable Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Dearborn Ave Suite 1200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $96,600 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,167,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,400,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,400,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,334,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,037 | TotalTaxAmt |
| Distributable Before Adj | $212,695 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,695 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,695 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,419,578 | 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 | $1,419,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,695 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $201,044 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,487 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,335,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $722,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,135,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,797,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,419,578 | QualifyingDistributionsAmt |
| Applied To Current Year | $212,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,206,883 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,004,192 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $201,044 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,803,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,487 | ExcessFromYear4Amt |
| Excess From Year3 | $1,335,457 | ExcessFromYear3Amt |
| Excess From Year2 | $722,124 | ExcessFromYear2Amt |
| Excess From Year1 | $1,135,197 | ExcessFromYear1Amt |
| Excess From Current Year | $1,206,883 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joan M Vilim | ContributingManagerNm |
| Contributing Manager | Peter M Vilim | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | Charitable Event | $5,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $25,000 |
| ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUN | |||||||
| 4415 HARRISON ST STE 228 | HILLSIDE | IL | 60162 | N/A | PC | General & Unrestricted | $50,000 |
| BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 560 WEST LAKE ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $10,000 |
| BREAKTHROUGH URBAN MINISTRIES INC | |||||||
| PO BOX 47200 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $11,000 |
| BRIDGE COMMUNITIES INC | |||||||
| 500 ROOSEVELT RD | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $130,000 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $5,500 |
| CATALYST OF SAN DIEGO & IMPERIAL COUNTIES | |||||||
| 5060 SHOREHAM PL STE 350 | SAN DIEGO | CA | 92122 | N/A | PC | Funders Together to End Homelessness San Diego | $10,000 |
| CENTER FOR CHANGING LIVES | |||||||
| 1955 N ST LOUIS AVE STE 101 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $5,000 |
| CHICAGO CARES INC | |||||||
| 1200 W 35TH ST UNIT 302 | CHICAGO | IL | 60609 | N/A | PC | Advancing Nonprofits, with Chicago Cares | $50,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General Operating and for the Streetlight project | $27,750 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | For the Small Shelter Fund | $20,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | General Operating Fund | $2,500 |
| CHICAGO FURNITURE BANK INC | |||||||
| 4801 S WHIPPLE ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $11,000 |
| CHICAGO REHABILITATION NETWORK | |||||||
| 140 S DEARBORN ST STE 1420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| CLARETIAN ASSOCIATES INC | |||||||
| 3039 E 91ST ST | CHICAGO | IL | 60617 | N/A | PC | General & Unrestricted | $11,000 |
| COLLECTIVE CHICAGO | |||||||
| PO BOX 408665 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $10,000 |
| CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN | |||||||
| 1116 N KEDZIE 5TH FLR | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTIONS FOR THE HOMELESS INC | |||||||
| 2121 DEWEY AVE | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $10,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | Racial Justice Pooled Fund and Crossroads Fund | $25,000 |
| DEBORAHS PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $7,500 |
| DEPAUL UNIVERSITY | |||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | Ruff Institute of Global Homelessness: IJOH Conference scholarship fund | $2,500 |
| ELMHURST UNIVERSITY | |||||||
| 190 S PROSPECT AVE | ELMHURST | IL | 60126 | N/A | PC | Challenge Grant for the March 30 Giving Day George Thoma Scholarship Fund | $5,000 |
| ESPERANZA HEALTH CENTERS | |||||||
| 1940 S WESTERN AVE STE 205 | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $10,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD ACCESS PROJECT | |||||||
| 351 W HUBBARD ST STE 709 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $25,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Charitable Event | $10,000 |
| FRANCISCAN OUTREACH | |||||||
| 1101 W ADAMS ST STE A | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $11,000 |
| FRANCISCAN OUTREACH | |||||||
| 1101 W ADAMS ST STE A | CHICAGO | IL | 60607 | N/A | PC | HR Consulting Project | $7,500 |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $28,500 |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | N/A | PC | For the literacy program | $25,000 |
| GARFIELD PARK COMMUNITY COUNCIL | |||||||
| 300 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $5,500 |
| HOUSING FORWARD | |||||||
| 1851 S 9TH AVE | MAYWOOD | IL | 60153 | N/A | PC | Leadership Development Program | $20,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | Charitable Event | $5,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $11,000 |
| HOUSING OPPORTUNITY DEVELOPMENT CORPORATION | |||||||
| 5340 LINCOLN AVE | SKOKIE | IL | 60077 | N/A | PC | General & Unrestricted | $25,000 |
| HUMBLE DESIGN INC - SAN DIEGO CHAPTER | |||||||
| 2031 COMMERCIAL ST STE B | SAN DIEGO | CA | 92113 | N/A | PC | Funds for UCSD research | $15,000 |
| IGNITE ORG | |||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $37,500 |
| INTERFAITH COMMUNITY SERVICES INC | |||||||
| 550 WEST WASHINGTON AVE STE B | ESCONDIDO | CA | 92025 | N/A | PC | General & Unrestricted | $10,000 |
| LYTE COLLECTIVE | |||||||
| 2333 N KILDARE AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $7,500 |
| MERCY HOUSING LAKEFRONT | |||||||
| 120 S LASALLE ST SUITE 1850 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,500 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 1707 N RANDALL RD STE 200 | ELGIN | IL | 60123 | N/A | PC | Chicago Funders Together to end homelessness | $25,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 1707 N RANDALL RD STE 200 | ELGIN | IL | 60123 | N/A | PC | Chicago Funders Together to End Homelessness | $35,000 |
| MISERICORDIA FOUNDATION | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | N/A | PC | the Women's League annual fundraising benefit fund | $1,500 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | Flood Relief | $25,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $27,500 |
| NEXT STEPS NFP | |||||||
| 5652 S SANGAMON ST UNIT B | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $200,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $11,000 |
| NORTH SIDE HOUSING AND SUPPORTIVE SERVICES | |||||||
| 4410 N RAVENSWOOD AVE STE 101 | CHICAGO | IL | 60640 | N/A | PC | Shelter Conversion Project for 7464 N. Clark St. | $25,000 |
| NORTHWEST SIDE HOUSING CENTER | |||||||
| 5233 W DIVERSEY AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMO | |||||||
| 541 N FAIRBANKS COURT STE 800 | CHICAGO | IL | 60611 | N/A | PC | For the Waterton-Adrienne Smith Sarcoma Research Fund | $37,500 |
| NPH-USA | |||||||
| 134 N LA SALLE ST 500 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $500 |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 W WASHINGTON BLVD STE 401 | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $11,000 |
| SARAHS CIRCLE | |||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $11,000 |
| SOUTH SUBURBAN PADS | |||||||
| 414 W LINCOLN HWY | CHICAGO HTS | IL | 60411 | N/A | PC | General & Unrestricted | $7,500 |
| SPANISH COALITION FOR HOUSING | |||||||
| 1922 N PULASKI RD | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $7,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General Operating grant | $10,000 |
| ST LEONARD'S MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | N/A | PC | St Leonard's campus capital campaign fund | $25,000 |
| ST LEONARD'S MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,500 |
| SUPPORTIVE HOUSING PROVIDERS ASSOCIATION | |||||||
| 6 LAWRENCE SQ | SPRINGFIELD | IL | 62704 | N/A | PC | General & Unrestricted | $2,500 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $11,000 |
| THE GLOBAL FOODBANKING NETWORK | |||||||
| 70 E LAKE ST STE 1200 | CHICAGO | IL | 60601 | N/A | PC | To the Emergency Earthquake Relief Fund | $25,000 |
| THE RENAISSANCE COLLABORATIVE INC | |||||||
| 3757 S WABASH AVE | CHICAGO | IL | 60653 | N/A | PC | capital campaign fund for Grand-families housing | $25,000 |
| TRILOGY INC | |||||||
| 1400 W GREENLEAF AVE | CHICAGO | IL | 60626 | N/A | PC | Building Renovations at the Chatham Wellness Center | $25,000 |
| UPLIFT | |||||||
| 2801 B ST 26 | SAN DIEGO | CA | 92102 | N/A | PC | for the support of the Home Team program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,750 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,266 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,635 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,082 | 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 | $251,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,983 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBEY CAPITAL FUTURES STRATEGY | $38,604 | $33,830 |
| AQR DIVERSIFIED ARBITRAGE FUND | $38,614 | $38,546 |
| ARTISAN INTERNATIONAL FUND INS | $59,251 | $56,522 |
| ARTISAN INTERNATIONAL VALUE FU | $115,222 | $156,798 |
| BBH LIMITED DURATION FUND CLAS | $68,887 | $68,421 |
| BLACKROCK EVENT DRIVEN EQUITY | $39,391 | $39,665 |
| BLACKROCK GLOBAL EQUITY MRKT N | $11,268 | $12,606 |
| BLACKROCK GLOBAL LONG/SHORT CR | $13,401 | $12,876 |
| CLEARBRIDGE SMALL CAP GROWTH F | $119,830 | $103,830 |
| COLUMBIA DIVIDEND INCOME FUND | $275,300 | $398,571 |
| DELAWARE EMERGING MARKETS FUND | $212,980 | $179,073 |
| EATON VANCE FLOATING RATE FUND | $109,324 | $108,951 |
| EATON VANCE GLBL MCRO ABS RET | $25,406 | $25,579 |
| GOTHAM ABSOLUTE RETURN FUND | $11,975 | $12,997 |
| GOTHAM INDEX 500 PLUS FUND | $6,421 | $6,712 |
| ISHARES CORE MSCI EAFE ETF | $196,902 | $230,959 |
| ISHARES MSCI EMERGING MARKETS | $86,860 | $86,452 |
| ISHARES RUSSELL MIDCAP G IN FD | $46,273 | $104,460 |
| ISHARES S&P 500 INDEX FD | $405,272 | $527,782 |
| ISHARES TRUST RUSSELL 1000 GRO | $157,449 | $201,608 |
| JANUS HENDERSON ENTERPRISE FUN | $235,661 | $236,969 |
| JOHN HANCOCK FDS III DISCIPLIN | $367,443 | $438,303 |
| JPMORGAN HEDGED EQUITY FUND CL | $12,847 | $13,551 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $114,911 | $162,409 |
| LORD ABBETT INVT TRUST | $28,835 | $26,438 |
| MFS INTERNATIONAL NEW DISCOVER | $82,672 | $70,885 |
| NEUBERGER BERMAN LONG SHORT A | $39,217 | $39,433 |
| PGIM SHORT TERM CORP | $142,041 | $131,505 |
| PIMCO UNCONSTRAINED BOND FUND | $13,426 | $13,297 |
| UNDISCOVERED MANAGERS BEHAVIOR | $109,146 | $169,696 |
| VICTORY MARKET NEUTRAL INCOME | $6,416 | $6,482 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,291,750. This amount represents 25% or more of the Foundation's net assets of $4,700,573 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $26,223 | $26,223 |
| Foundation Dues & Memberships | $2,000 | $2,000 |
| State or Local Filing Fees | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $26,667 | $26,667 | |
| Philanthropic Consulting Srvcs | $96,600 | $96,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $2,800 |
| 990-PF Excise Tax for 2022 | $9,770 |
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