PERRY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PERRY FAMILY CHARITABLE FOUNDATION (EIN 46-1528640)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202422889349100527
- Schema version
- 2023v5.1
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T14:02:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606062807 | 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 | 461528640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 3128737330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER SUITE 3750 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER PERRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3128737330 | PhoneNum |
| Signature | 2024-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERYL EIGHNER | PreparerPersonNm |
| PTIN | P00965775 | PTIN |
| Phone | 3122982000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,944,046 | 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 | $1,019,429 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,404 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,071,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,623,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,133,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,097,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,097,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,097,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,097,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,036,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $502,129 | CashBOYAmt |
| Cash EOY | $1,226,536 | CashEOYAmt |
| Cash EOYFMV | $1,226,536 | CashEOYFMVAmt |
| Corporate Stock BOY | $734,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $783,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,062,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,199,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,199,957 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,654,812 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,436,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,209,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,944,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,436,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,209,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,436,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,209,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,436,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,209,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,436,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,036,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,473,041 | SubtotalAmt |
| Other Decreases | $263,144 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,209,897 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,236 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,641 | OverpaymentAmt |
| Applied To ES Tax | $20,641 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER PERRY | IndividualWithBooksNm |
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER DRIVE SUITE 3750 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY KATHLEEN PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTIN PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,375,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,369,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,255,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,255,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,131,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $595 | TotalTaxAmt |
| Distributable Before Adj | $406,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $406,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $406,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,097,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,097,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $406,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $968,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $600,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,617,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,547,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,997,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,731,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,097,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $690,998 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,422,621 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $968,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,453,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $600,125 | ExcessFromYear4Amt |
| Excess From Year3 | $1,617,723 | ExcessFromYear3Amt |
| Excess From Year2 | $2,547,073 | ExcessFromYear2Amt |
| Excess From Year1 | $2,997,720 | ExcessFromYear1Amt |
| Excess From Current Year | $690,998 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER PERRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | ||||||||
| 225 E CHICAGO AVE BOX 282 | CHICAGO | IL | 606112991 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | |
| BIG SHOULDERS FUND | ||||||||
| 212 W VAN BUREN ST 900 | CHICAGO | IL | 60607 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | ||||||||
| 721 N LASALLE | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $135,000 | |
| CATHOLIC EXTENSION | ||||||||
| 150 S WACKER DR STE 2000 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES | $50,000 | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 5058 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | |
| CHILDREN'S BRITTLE BONES FOUNDATION | ||||||||
| 7701 95TH STREET | PLEASANT PRAIRIE | WI | 53158 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| CHRIST THE KING JESUIT COLLEGE PREP SCHOOL | ||||||||
| 5059 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PC | TO FURTHER PROGRAM SERVICES | $26,000 | |
| CLEARBROOK | ||||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | NONE | PC | TO FURTHER PROGRAM SERVICES | $30,000 | |
| COME TO BELIEVE NETWORK | ||||||||
| PO BOX 786 | NEW YORK | NY | 10150 | NONE | PC | TO FURTHER PROGRAM SERVICES | $52,500 | |
| CRISTO REY NETWORK | ||||||||
| 14 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | TO FURTHER PROGRAM SERVICES | $200,000 | |
| CRISTO REY ST MARTIN COLLEGE PREP | ||||||||
| 3106 BELVIDERE RD | WAUKEGAN | IL | 60085 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | |
| DANIEL MURPHY SCHOLARSHIP FUND | ||||||||
| 309 W WASHINGTON ST STE 700 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 | |
| LINK UNLIMITED SCHOLARS | ||||||||
| 2221 S STATE ST | CHICAGO | IL | 60616 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 | |
| LOYOLA UNIVERSITY CHICAGO | ||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | TO FURTHER PROGRAM SERVICES | $40,000 | |
| MADONNA MISSION CHICAGO | ||||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60626 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 | |
| OUR LADY OF TEPEYAC PARISH | ||||||||
| 3047 W CERMAK RD | CHICAGO | IL | 60623 | NONE | PC | TO FURTHER PROGRAM SERVICES | $16,000 | |
| PHI KAPPA PSI FOUNDATION | ||||||||
| 5395 EMERSON WAY | INDIANAPOLIS | IN | 46226 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| SAINTS FAITH HOPE & CHARITY | ||||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| THE PEOPLE'S MUSIC SCHOOL | ||||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 504 SWANLAND ADMIN BLD 601 EAST | CHAMPAIGN | IL | 61820 | NONE | PC | TO FURTHER PROGRAM SERVICES | $401,000 | JOHN ST |
| WINNETKA HISTORICAL SOCIETY | ||||||||
| P O BOX 365 | WINNETKA | IL | 60093 | NONE | PC | TO FURTHER PROGRAM SERVICES | $750 | |
| FRED FOOD BANK | ||||||||
| PO BOX 1006 | FREDERICKSBURG | VA | 22402 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | |
| HERITAGE UNIVERSITY | ||||||||
| 4180 WARRENSVILLE CENTER RD | WARRENSVILLE HEIGHTS | OH | 44122 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| JESUETS USA MIDWEST PROUMY | ||||||||
| 1010 N HOOKER ST | CHICAGO | IL | 60642 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 | |
| LEE LAQKU HISTORICAL SOCIETY | ||||||||
| 120 MARBLE ST | LEE | MA | 01238 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| MORGANTE WILSON FOUNDATION | ||||||||
| 2834 CENTRAL ST | EVANSTON | IL | 60201 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| MPH USA | ||||||||
| 1300 L ST NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CLEVELAND | ||||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| CREIGHTON UNIVERSITY | ||||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| THE MISSION OF ST JOHN & ARC | ||||||||
| 2101 ARC DRIVE | STAUGUSTINE | FL | 32084 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,097,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,404 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,071,722 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,071,722 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,114,539 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER AND KATHLEEN PERRY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CIVC PARTNERS 71 S WACKER SUITE 375 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,019,429 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| PDD HOLDINGS INC | 2015-06 | PURCHASED | 2023-10 | $174,759 | $856 | COST | $0 | $173,903 |
| PDD HOLDINGS INC | 2015-06 | PURCHASED | 2023-10 | $87,380 | $428 | COST | $0 | $86,952 |
| WINTRUST FINANCIAL CORP | 2012-12 | PURCHASED | 2023-07 | $429,997 | $183,525 | COST | $0 | $246,472 |
| WINTRUST FINANCIAL CORP | 2012-12 | PURCHASED | 2023-12 | $449,999 | $183,525 | COST | $0 | $266,474 |
| WINTRUST FINANCIAL CORP | 2012-12 | PURCHASED | 2023-12 | $481,446 | $183,525 | COST | $0 | $297,921 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WINTRUST FINANCIAL CORP | $183,525 | $463,750 |
| ISHARES CORE S&P 500 | $599,879 | $598,948 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOW VOLATILITY HEDGED STRATEGIES OFFSHORE | AT COST | $1,997,843 | $2,774,541 |
| OPPORTUNISTIC GROWTH STRATEGIES OFFSHORE | AT COST | $2,202,114 | $3,880,271 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $263,144 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $87 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIOR YEAR AG990-IL FEE | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |