COLEMAN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COLEMAN FOUNDATION INC (EIN 36-3025967)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-18
IRS object ID
202442929349100009
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-18T13:12:54-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Dr Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363025967EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Coleman Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLEBusinessNameControlTxt
Phone3129027120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 North Wacker Drive 3410AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter HandlerPersonNm
Person TitleInterim CEOPersonTitleTxt
Phone3129027120PhoneNum
Signature2024-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2024-10-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$174,975,741FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,133,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,133,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,457,765NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$131,603,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,379,146CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$57,340OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$34,568OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$20,533,923TotalRevAndExpnssAmt
Total Net Invst Incm$20,478,076TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$728,975CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$727,975CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$323,916OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$117,939OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$205,977OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$301,570PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$34,983PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$273,774PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$82,288LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$75,570LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$51,961AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$51,961AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$493,455OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$427,844OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$73,091OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$312,282TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$55,930DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$4,010DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$123,208OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,834OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$123,680OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,384TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$62TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11,323TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$210,717OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150,931OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$196,198OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,695,686TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$744,603TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,739,549TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,116,544ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,884,402ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,812,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$744,603TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,623,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,721,693ExcessRevenueOverExpensesAmt
Net Investment Income$19,733,473NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,387,811CashBOYAmt
Cash EOY$1,994,064CashEOYAmt
Cash EOYFMV$1,994,064CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,538,420SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$413,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$413,476SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$36,121PrepaidExpensesBOYAmt
Prepaid Expenses EOY$33,019PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$33,019PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$15,990,777USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,957,395USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,957,395USGovtObligationsEOYFMVAmt
Corporate Stock BOY$103,202,336CorporateStockBOYAmt
Corporate Stock EOY$115,017,756CorporateStockEOYAmt
Corporate Stock EOYFMV$115,017,756CorporateStockEOYFMVAmt
Corporate Bonds BOY$20,933,723CorporateBondsBOYAmt
Corporate Bonds EOY$41,816,590CorporateBondsEOYAmt
Corporate Bonds EOYFMV$41,816,590CorporateBondsEOYFMVAmt
Other Investments BOY$10,128,898OtherInvestmentsBOYAmt
Other Investments EOY$9,535,049OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,535,049OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$300,228LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$186,128LandBldgEquipAccumDeprecAmt
Land BOY$168,679LandBOYAmt
Land EOY$114,100LandEOYAmt
Land EOYFMV$114,100LandEOYFMVAmt
Other Assets BOY$485,806OtherAssetsBOYAmt
Other Assets EOY$94,292OtherAssetsEOYAmt
Other Assets EOYFMV$94,292OtherAssetsEOYFMVAmt
Total Assets BOY$160,872,571TotalAssetsBOYAmt
Total Assets EOY$174,975,741TotalAssetsEOYAmt
Total Assets EOYFMV$174,975,741TotalAssetsEOYFMVAmt
Accounts Payable BOY$484,771AccountsPayableBOYAmt
Accounts Payable EOY$122,395AccountsPayableEOYAmt
Grants Payable BOY$828,480GrantsPayableBOYAmt
Grants Payable EOY$2,035,500GrantsPayableEOYAmt
Other Liabilities BOY$164,880OtherLiabilitiesBOYAmt
Other Liabilities EOY$327,540OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,478,131TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,485,435TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$159,394,440CapitalStockBOYAmt
Capital Stock EOY$172,490,306CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$159,394,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$172,490,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$160,872,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$174,975,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,394,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,721,693ExcessRevenueOverExpensesAmt
Other Increases$4,374,173OtherIncreasesAmt
Subtotal$172,490,306SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$172,490,306TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$131,569,946$115,145,952$16,423,994$16,423,994
Hillcrest Credit and Income Fund II$33,771$78,619-$44,848-$44,848P
FieldValueIRS element (for citing)
Capital Gain Net Income$16,379,146CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$274,295InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$274,295SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$274,295TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,169EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$260,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$301,169TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9,506EsPenaltyAmt
Overpayment$17,368OverpaymentAmt
Applied To ES Tax$17,368AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.colemanfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Thomas D TrinleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129027120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 North Wacker Drive 3410AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Shelley A Davis
651 W Washington Blvd Ste 306ChicagoIL60661President50.00$277,474$41,621$0
Thomas D Trinley
652 W Washington Blvd Ste 306ChicagoIL60661CFO/COO45.00$237,001$35,382$0
R Michael Furlong
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$47,750$0$0
Patricia K Yuzawa-Rubin
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$38,750$0$0
Laura A Lane
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$32,000$0$0
Alison Fitzgerald
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$32,000$0$0
Walter Abrego Barrientos
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$32,000$0$0
Esther Barron
651 W Washington Blvd Ste 306ChicagoIL60661Director6.00$32,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Nathan Stevens
651 W Washington Blvd Ste 306ChicagoIL60661Program Officer40.00$100,033$14,915$0
Erin M Fleming
651 W Washington Blvd Ste 306ChicagoIL60661Executive Asst. & Of40.00$84,940$12,561$0
Jennifer Oh
651 W Washington Blvd Ste 306ChicagoIL60661Program Officer40.00$78,033$11,705$0
Sean Washington
651 W Washington Blvd Ste 306ChicagoIL60661Grants Manager40.00$68,576$10,250$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WCM Investment Management
281 Brooks StreetLaguna BeachCA92651Investment Management$171,369
Wasmer Schroeder & Company
600 Fifth Avenue Ste 210NaplesFL34102Investment Management$74,609
Vanguard
PO Box 982903El PasoTX79998Investment Management$69,403
C3 Legal
1658 Milwaukee Avenue 305ChicagoIL60647Legal Services$67,285
Pinnacle Associates Ltd
335 Madison Avenue 11th FloorNew YorkNY10017Investment Management$61,203
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$162,551,018AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,574,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$168,130,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$168,130,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,521,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$165,608,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,280,449MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,280,449MinimumInvestmentReturnAmt
Tax Based On Investment Income$274,295TaxBasedOnInvestmentIncomeAmt
Total Tax$274,295TotalTaxAmt
Distributable Before Adj$8,006,154DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,006,154DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,006,154DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,623,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$1,352CharitableAssetsAcquisPaidAmt
Qualifying Distributions$9,625,303QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,006,154DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,090,566ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,203,409ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,887,554ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,181,529TotalExcessDistributionCyovAmt
Qualifying Distributions$9,625,303QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,006,154AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,619,149RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,800,678TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,800,678ExcessDistriCyovToNextYrAmt
Excess From Year3$3,090,566ExcessFromYear3Amt
Excess From Year2$1,203,409ExcessFromYear2Amt
Excess From Year1$2,887,554ExcessFromYear1Amt
Excess From Current Year$1,619,149ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Coleman Foundation IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd 306AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3129027120RecipientPhoneNum
Recipient Email Addressgrants@colemanfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsWe invite organizations who share the Foundation's goals to submit an initial approach through a concise letter of inquiry (LOI), including: - A brief description of the organization - A synopsis of the program to be proposed - A clear statement of program/grant objectives and how they will be evaluated - An estimate of the size grant to be proposed or range of proposed funding - A statement of how the program/project will be sustained following the grant period - Contact name and information, including the e-mail address of the project manager for further communicationFormAndInfoAndMaterialsTxt
Submission DeadlinesThe Foundation accepts letters of inquiry throughout the calendar year.SubmissionDeadlinesTxt
Restrictions On AwardsGrants are made only to organizations that are certified by the Internal Revenue Service (IRS) as tax exempt, non-profit organizations, 501(c)(3) or 509(a)(1), and that are not private foundations. No grants can be made to individuals. The Foundation's primary geographic focus is the Chicago metropolitan area. Only programs within the United States will be considered, which excludes all international programs. For more information please visit www.ColemanFoundation.orgRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (208 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Allies for Community Business
135 North Kedzie AvenueChicagoIL60612PCGeneral Operating Support - Entrepreneurship$100,000
Allies for Community Business
135 North Kedzie AvenueChicagoIL60612PCGeneral Operating Support - Entrepreneurship$2,500
Chicago Horticultural Society
1000 Lake Cook RoadGlencoeIL60022PCGeneral Operating Support - Entrepreneurship$75,000
Chicago Urban League
4510 South Michigan AvenueChicagoIL606533816PCGeneral Operating Support - Entrepreneurship$12,500
Chicago Urban League
4510 South Michigan AvenueChicagoIL606533816PCGeneral Operating Support - Entrepreneurship$125,000
Far South Community Development Corporation
837 W 115th StreetChicagoIL60643PCGeneral Operating Support - Entrepreneurship$100,000
Future Founders Foundation
222 W Merchandise Mart Plaza SuiteChicagoIL60654PCGeneral Operating Support - Entrepreneurship$9,2751212
Good Food Catalyst
328 N Albany AveChicagoIL606121718PCGeneral Operating Support - Entrepreneurship$100,000
Good Food Catalyst
328 N Albany AveChicagoIL606121718PCGeneral Operating Support - Entrepreneurship$2,500
Good Food Catalyst
328 N Albany AveChicagoIL606121718PCGeneral Operating Support - Entrepreneurship$5,000
Greater Chatham Initiative
639 E 87th Street Suite 2240ChicagoIL60619PCGeneral Operating Support - Entrepreneurship$50,000
Greater Englewood Community Development Corporation
815 West 63rd Street 4th FloorChicagoIL60621PCGeneral Operating Support - Entrepreneurship$100,000
Greater Southwest Development Corporation
2601 West 63rd StreetChicagoIL60629PCGeneral Operating Support - Entrepreneurship$100,000
Greater Southwest Development Corporation
2601 West 63rd StreetChicagoIL60629PCGeneral Operating Support - Entrepreneurship$5,500
Initiative for a Competitive Inner City (ICIC)
PO Box 191297RoxburyMA02119PCGeneral Operating Support - Entrepreneurship$50,000
New Covenant Community Development Corporation
2653 W OgdenChicagoIL60608PCGeneral Operating Support - Entrepreneurship$50,000
PAWS Chicago
1933 North Marcey StreetChicagoIL60614PCGeneral Operating Support - Entrepeneurship$30,000
Rogers Park Business Alliance
1448 West Morse AvenueChicagoIL60626PCGeneral Operating Support - Entrepreneurship$100,000
Rogers Park Business Alliance
1448 West Morse AvenueChicagoIL60626PCGeneral Operating Support - Entrepreneurship$2,500
Rogers Park Business Alliance
1448 West Morse AvenueChicagoIL60626PCGeneral Operating Support - Entrepreneurship$12,000
Small Business Majority
1015 15th Street NW Suite 450WashingtonDC20005PCGeneral Operating Support - Entrepreneurship$50,000
South Shore Community Development Corporation
1750 E 71st StChicagoIL60649PCGeneral Operating Support - Entrepreneurship$50,000
Southland Development Authority
17730 Oak Park Ave DTinley ParkIL60477PCGeneral Operating Support - Entrepreneurship$50,000
Sunshine Enterprises
500 East 61st StreetChicagoIL60637PCGeneral Operating Support - Entrepreneurship$100,000
Sunshine Enterprises
500 East 61st StreetChicagoIL60637PCGeneral Operating Support - Entrepreneurship$12,500
University of Notre Dame
1251 N Eddy Street Suite 300South BendIN46617PCGeneral Operating Support - Entrepreneurship$30,000
Urban Juncture Foundation
300 East 51st StreetChicagoIL60615PCGeneral Operating Support - Entrepreneurship$100,000
West Side Forward
4100 W Ferdinand StreetChicagoIL60624PCGeneral Operating Support - Entrepreneurship$100,000
West Side Forward
4100 W Ferdinand StreetChicagoIL60624PCGeneral Operating Support - Entrepreneurship$400
Women's Business Development Center
8 South Michigan Avenue FourthChicagoIL60603PCGeneral Operating Support - Entrepreneurship$100,000Floor
Women's Business Development Center
8 South Michigan Avenue FourthChicagoIL60603PCGeneral Operating Support - Entrepreneurship$12,500Floor
YWCA Metropolitan Chicago
1 N LaSalle Street Suite 1700ChicagoIL60602PCGeneral Operating Support - Entrepreneurship$100,000
ALAS-WINGS
3023 N Clark Street Suite 613ChicagoIL60657PCGeneral Operating Support - Health$12,500
ALAS-WINGS
3023 N Clark Street Suite 613ChicagoIL60657PCGeneral Operating Support - Health$25,000
Almost Home Kids
7 S 721 Route 53NapervilleIL60540PCGeneral Operating Support - Health$12,500
Cal's All Star Angel Foundation Inc
2422 West Main Street Unit 3BSt CharlesIL60175PCGeneral Operating Support - Health$12,500
Camp Kesem National
440 N Barranca Ave 2273CovinaCA91723PCGeneral Operating Support - Health$12,500
Cancer Support Center
2028 Elm RoadHomewoodIL60430PCGeneral Operating Support - Health$12,500
Cancer Support Center
2028 Elm RoadHomewoodIL60430PCGeneral Operating Support - Health$75,000
Cancer Wellness Center
215 Revere DriveNorthbrookIL600628010PCGeneral Operating Support - Health$12,500
Cancer Wellness Center
215 Revere DriveNorthbrookIL600628010PCGeneral Operating Support - Health$50,000
CARES (Chicago Association for Research and Education in Science)
PO Box 250HinesIL60141PCGeneral Operating Support - Health$160,000
Children's Oncology Services Inc
213 West Institute Place Suite 410ChicagoIL60610PCGeneral Operating Support - Health$12,500
Culinary Care
2023 W Saint Paul Avenue Apt 3ChicagoIL60647PCGeneral Operating Support - Health$12,500
Devices 4 the Disabled
2701 W 36th PLChicagoIL60632PCGeneral Operating Support - Health$4,050
Equal Hope
300 South Ashland Avenue Suite 202ChicagoIL60607PCGeneral Operating Support - Health$150,000
Fox Valley Hands of Hope
200 Whitfield DriveGenevaIL60134PCGeneral Operating Support - Health$11,700
Gilda's Club Chicago
537 North Wells StreetChicagoIL60654PCGeneral Operating Support - Health$12,500
Gilda's Club Chicago
537 North Wells StreetChicagoIL60654PCGeneral Operating Support - Health$75,000
Health & Medicine Policy Research Group
PO Box 2577NorthbrookIL60065PCGeneral Operating Support - Health$80,000
Home of Hope Cancer Wellness Center
1637 Plock DrDixonIL61021PCGeneral Operating Support - Health$8,200
IMD Guest House Foundation
1933 West Polk Street 214 SSRChicagoIL60612PCGeneral Operating Support - Health$9,625Building
Imerman Angels
2001 N Halsted Ste 302ChicagoIL60614PCGeneral Operating Support - Health$12,500
Imerman Angels
2001 N Halsted Ste 302ChicagoIL60614PCGeneral Operating Support - Health$25,000
Ingalls Development Foundation
One Ingalls DriveHarveyIL60426PCGeneral Operating Support - Health$50,000
Kids Kicking Cancer
27600 Northwestern Highway SuiteSouthfieldMI48034PCGeneral Operating Support - Health$15,000220
La Rabida Children's Hospital
6501 South Promontory Drive EastChicagoIL60649PCGeneral Operating Support - Health$100,00065th Street at Lake Michigan
Lemons of Love
433 East Golf RoadDes PlainesIL60016PCGeneral Operating Support - Health$12,500
Leukemia Research Foundation
191 Waukegan Road Suite 105NorthfieldIL60093PCGeneral Operating Support - Health$12,500
Loyola University Medical Center
2160 South First AvenueMaywoodIL60153PCGeneral Operating Support - Health$100,000
Northwestern Memorial Foundation
541 North Fairbanks Court Suite 800ChicagoIL60611PCGeneral Operating Support - Health$5,000
Northwestern Memorial Foundation
541 North Fairbanks Court Suite 800ChicagoIL60611PCGeneral Operating Support - Health$10,000
OSF Healthcare Little Company of Mary Medical Center
2800 W 95th StreetEvergreen ParkIL60805PCGeneral Operating Support - Health$160,000
Saint Anthony Hospital
2875 West 19th StreetChicagoIL60623PCGeneral Operating Support - Health$100,000
Sisters Network Chicago Chapter
10727 South Eberhart AvenueChicagoIL60628PCGeneral Operating Support - Health$500
Sisters Network Chicago Chapter
10727 South Eberhart AvenueChicagoIL60628PCGeneral Operating Support - Health$15,000
The Board of Trustees of the University of Illinois
809 S Marshfield Ave MB 502 M/C 551ChicgoIL60612PCGeneral Operating Support - Health$200,000
The Board of Trustees of the University of Illinois
809 S Marshfield Ave MB 502 M/C 551ChicgoIL60612PCGeneral Operating Support - Health$2,500
The HAP Foundation
18W140 Butterfield Road Suite 1120Oakbrook TerraceIL60181PCGeneral Operating Support - Health$11,250
The HAP Foundation
18W140 Butterfield Road Suite 1120Oakbrook TerraceIL60181PCGeneral Operating Support - Health$200,000
True North Treks NFP
2219 Colfax StreetEvanstonIL60201PCGeneral Operating Support - Health$11,000
True North Treks NFP
2219 Colfax StreetEvanstonIL60201PCGeneral Operating Support - Health$25,000
Twist Out Cancer
PO Box 427VillanovaPA19085PCGeneral Operating Support - Health$12,500
Twist Out Cancer
PO Box 427VillanovaPA19085PCGeneral Operating Support - Health$25,000
University of Chicago Hospitals
130 East Randolph StChicagoIL60601PCGeneral Operating Support - Health$2,500
University of Chicago Medical Center
5841 South Maryland AvenueChicagoIL60637PCGeneral Operating Support - Health$200,000
Wellness House
131 North County Line RoadHinsdaleIL60521PCGeneral Operating Support - Health$12,500
Wellness House
131 North County Line RoadHinsdaleIL60521PCGeneral Operating Support - Health$75,000
Wellness West
180 N Stetson Suite 600-1ChicagoIL60601PCGeneral Operating Support - Health$75,000
Wellness West
180 N Stetson Suite 600-1ChicagoIL60601PCGeneral Operating Support - Health$2,500
Wellness West
180 N Stetson Suite 600-1ChicagoIL60601PCGeneral Operating Support - Health$100,000
Ada S McKinley Community Services Inc
1359 West Washington BlvdChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000
Anixter Center
1945 W Wilson Suite 3000ChicagoIL606405256PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Anixter Center
1945 W Wilson Suite 3000ChicagoIL606405256PCGeneral Operating Support - Intellectual & Developmental Disabilities$75,000
Aspire
1815 S Wolf RoadHillsideIL60162PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Aspiritech NFP
939 Chicago AvenueEvanstonIL60202PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Aspiritech NFP
939 Chicago AvenueEvanstonIL60202PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Association for Individual Development (AID)
1135 Bowes RoadElginIL60123PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Avenues to Independence
at the Jane and Albert WohlersPark RidgeIL60068PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500Center 515 Busse Highway
Barbara Olson Center of Hope
3206 North Central AvenueRockfordIL611011756PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Blue Cap
2155 Broadway StreetBlue IslandIL604063097PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Cara Chicago
237 South Desplaines StreetChicagoIL60661PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Center for Enriched Living
280 Saunders RoadRiverwoodsIL600153835PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100CountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100CountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000
Center for Independent Futures
1015 Davis StreetEvanstonIL60201PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCProgram Support - Intellectual & Developmental Disabilities$489,250
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCProgram Support - Intellectual & Developmental Disabilities$100,000
Cornerstone Services Inc
777 Joyce RoadJolietIL60436PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
CTF ILLINOIS
18230 Orland ParkwayOrland ParkIL60467PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
CTF ILLINOIS
18230 Orland ParkwayOrland ParkIL60467PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Donka Inc
400 N County Farm RdWheatonIL60187PCGeneral Operating Support - Intellectual & Developmental Disabilities$2,625
Easterseals Serving Chicagoland and Greater Rockford
1939 West 13th Street Suite 300ChicagoIL606081226PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
El Valor Corporation
1850 West 21st StreetChicagoIL60608PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000
Elim Christian Services
13020 South Central AvenueCrestwoodIL60418PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Empowering Gardens Inc
624 North LombardOak ParkIL60302PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Envision Unlimited
8 South Michigan Avenue Suite 1700ChicagoIL60603PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Esperanza Community Services
520 North Marshfield AvenueChicagoIL60622PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Garden Center Services
8333 S Austin AveBurbankIL60459PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Gateway to Learning
4925 North Lincoln AvenueChicagoIL606252609PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Good Shepherd Manor
PO Box 260 4129 North State RouteMomenceIL60954PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,5001-17
Have Dreams
515 Busse Highway Suite 150Park RidgeIL60068PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Helping Hand
9649 West 55th StreetCountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Infant Welfare Society of Chicago
3600 W Fullerton AvenueChicagoIL60647PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000
Institute on Public Policy for People with Disabilities
3638 West 111 St PO Box 557922chicagoIL60655NCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Keystone Alliance
1925 N Clybourn Ave Ste 201ChicagoIL60614SO IIGeneral Operating Support - Intellectual & Developmental Disabilities$2,500
Keystone Alliance
1925 N Clybourn Ave Ste 201ChicagoIL60614SO IIProgram Support - Intellectual & Developmental Disabilities$191,000
L'Arche Chicago
7313 Madison StreetForest ParkIL60130PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Lambs Farm
PO Box 520 14245 West Rockland RoadLibertyvilleIL600480520PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Little City Foundation
1760 West Algonquin RoadPalatineIL600674799PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Maine-Niles Association of Special Recreation
6820 West Dempster StreetMorton GroveIL60053PCGeneral Operating Support - Intellectual & Developmental Disabilities$4,600
Misericordia Foundation
6300 North Ridge AvenueChicagoIL60660PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Oak-Leyden Developmental Services
411 Chicago AvenueOak ParkIL60302PCGeneral Operating Support - Intellectual & Developmental Disabilities$11,250
Orchard Village
7660 Gross Point RoadSkokieIL60077PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Our Place of New Trier Township
370 ChestnutWinnetkaIL60093PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Park Lawn School and Activity Center
10833 South LaPorte AvenueOak LawnIL60453PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Sertoma Centre Inc
4343 W 123rd STAlsipIL608031807PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Shore Community Services Inc
8350 Laramie AvenueSkokieIL60077PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Soaring Eagle Academy
800 Parkview BoulevardLombardIL60148PCGeneral Operating Support - Intellectual & Developmental Disabilities$7,100
South Chicago Parents and Friends
Cap Center Administrative ServicesChicagoIL60617PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,00010241 South Commercial
STARS Family Services
PO Box 1388WheatonIL60187PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
The Arc of Illinois
9980 190th Street Suite CMokenaIL60448PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000
The Arts of Life
Arts of Life - Chicago Studio 2010ChicagoIL60612PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500West Carroll Avenue
The Arts of Life
Arts of Life - Chicago Studio 2010ChicagoIL60612PCGeneral Operating Support - Intellectual & Developmental Disabilities$120,000West Carroll Avenue
The Douglas Center
3445 Howard AvenueSkokieIL60076PCGeneral Operating Support - Intellectual & Developmental Disabilities$2,975
Turning Pointe Autism Foundation
1500 West Ogden AvenueNapervilleIL60540PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
United Cerebral Palsy Seguin of Greater Chicago
3100 South Central AvenueCiceroIL608043956PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Urban Autism Solutions
1212 West Flournoy StreetChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$6,150
Urban Autism Solutions
1212 West Flournoy StreetChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$125,000
Western DuPage Special Recreation Association Foundation
116 North Schmale RoadCarol StreamIL60188PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCGeneral Operating Support - Intellectual & Developmental Disabilities$2,500
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCGeneral Operating Support - Intellectual & Developmental Disabilities$14,230
Ray Graham Association
901 Warrenville Road Suite 500LisleIL60532PCGeneral Operating Support - Intellectual & Developmental Disabilities$12,500
Ray Graham Association
901 Warrenville Road Suite 500LisleIL60532PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Sertoma Star Services
1005 West End AvenueChicago HeightsIL604112742PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
The Arc of Illinois
9980 190th Street Suite CMokenaIL60448PCGeneral Operating Support - Intellectual & Developmental Disabilities$2,500
A Safe Place
2710 17th Street Suite 100ZionIL60099PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Above and Beyond Family Recovery Center
2942 W Lake StreetChicagoIL60612PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Almost Home Kids
7 S 721 Route 53NapervilleIL60540PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Asian American Chamber of Commerce of Illinois
5415 N Clark StChicagoIL60640PCGrants made at the discretion of Board Members to qualified publicly-supported charities$20,000
Asian Americans Advancing Justice l Chicago
4716 N BroadwayChicagoIL60640PCGrants made at the discretion of Board Members to qualified publicly-supported charities$3,000
Carole Robertson Center for Learning
1111 South Western Avenue Suite BChicagoIL60612PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Center for Humans and Nature
17660 West Casey RoadLibertyvilleIL60048PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
Mercy for Animals Inc
8033 Sunset BlvdLos AngelesCA90046PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Chicago Foundation for Women
140 South Dearborn Street Suite 400ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Chicago Foundation for Women
140 South Dearborn Street Suite 400ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$3,000
Connections for the Homeless
2121 Dewey AvenueEvanstonIL602013057PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Crate Free Illinois
14089 Palisades AvenueHuntleyIL60142PCGrants made at the discretion of Board Members to qualified publicly-supported charities$8,000
Education Equity Fund NFP
430 W Webster Ave Unit AChicagoIL60614PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Fernwood Inc
PO Box 257BuchananMI49107PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Figueroa Wu Family Foundation
2600 W 21st StChicagoIL60608PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Full Spectrum Features
2000 S California AveChicagoIL60608PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Gads Hill Center
1919 West Cullerton StreetChicagoIL606082297PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Green City Market
3057 N Rockwell St Building 6 FloorChicagoIL60618PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,0002
Greener By Default
1519 Warren Blvd Unit 503 PMB 175ChicagoIL60607PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Gyrls in the HOOD Foundation
944 W 71st StChicagoIL60621PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Jewish Family Services of Colorado
3201 S Tamarac DrDenverCO80231PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Kids First Chicago
21 S Clark St Suite 4301ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Material Innovation Initiative
952 School Street Suite 175NapaCA94559PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Near Southside Employment Coal
2649 Pestalozzi StreetSt LouisMO63118PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
New Roots Institute (Factory Farming Awareness Coalition)
2108 N ST STE 8197SacramentoCA95816PCGrants made at the discretion of Board Members to qualified publicly-supported charities$40,000
North Lawndale Community Coordinating Council
2653 W Ogden AveChicagoIL60608PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
One Tail at a Time
2020 North California Suite 7 152ChicagoIL60647PCGrants made at the discretion of Board Members to qualified publicly-supported charities$40,000
Physical Theater Festival Incorporated
1403 W Wolfram StreetChicagoIL60657PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,500
Pilot Light
1516 W Carroll Ave Ste 1ChicagoIL60607PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Reader Institute for Community Journalism
2930 S Michigan AveChicagoIL60616PCGrants made at the discretion of Board Members to qualified publicly-supported charities$7,000
Resilience Partners
4455 S King DriveChicagoIL60653PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
ReVive Center for Housing and Healing
1668 West Ogden AvenueChicagoIL606123249PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
The Good Food Institute
PO Box 96503 PMB 42019WashingtonDC200906503PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
The Tibet Fund
241 East 32nd StreetNew YorkNY10016PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
University of Illinois Foundation
818 S Wolcott AveChicagoIL60612PCGrants made at the discretion of Board Members to qualified publicly-supported charities$20,000
University of Northern Iowa
UNI Foundation 121 CommonsCedar FallsIA506140239PCGrants made at the discretion of Board Members to qualified publicly-supported charities$8,000
Vassar College
124 Raymond Avenue - Box 12PoughkeepsieNY126040012PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Veggie Mijas Chicago
1380 Monroe Street NW 222WashingtonDC20010PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Wellesley College
106 Central StreetWellesleyMA02481PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
PACTT Learning Center
7101 North Greenview AvenueChicagoIL60626PCOther - General Operating Support$12,500
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCOther - General Operating Support$50,000
Quad Communities Development Corporation
4210 South Berkeley AvenueChicagoIL606533012PCOther - General Operating Support$10,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCOther - General Operating Support$50,000
Sarah's Inn
1547 Circle AvenueForest ParkIL60130PCOther - General Operating Support$12,500
A Safe Haven Foundation
2750 West Roosevelt RoadChicagoIL606081094PCOther - General Operating Support$6,650
Designs For Dignity
4311 S Western BoulevardChicagoIL60609PCOther - General Operating Support$12,500
Forefront
208 South LaSalle Street Suite 1540ChicagoIL606041006PCOther - General Operating Support$5,000
A Safe Place
2710 17th Street Suite 100ZionIL60099PCOther - General Operating Support$12,500
Crossroads Fund
3411 W Diversey Avenue 20ChicagoIL60647PCOther - General Operating Support$50,000
Riverside Foundation
14588 West Highway 22LincolnshireIL60069PCOther - General Operating Support$12,500
St Coletta's of Illinois Inc
18350 Crossing DriveTinley ParkIL60487PCOther - General Operating Support$12,500
PEAK Grantmaking
1701 Pennsylvania Ave NW Suite 200DCWA20006PCOther - General Operating Support$2,250
Opportunity Knocks
8020 Madison StreetRiver ForestIL60305PCOther - General Operating Support$12,500
PAWS Chicago
1933 North Marcey StreetChicagoIL60614PCOther - General Operating Support$12,500
Search Inc
1925 North Clybourn Avenue SuiteChicagoIL60614PCOther - General Operating Support$12,500200
Trinity Services Inc
301 Veterans ParkwayNew LenoxIL60451PCOther - General Operating Support$12,500
Matching Gifts - Details available upon request
20 North Wacker DriveChicagoIL60606PCProgram Support$86,822
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,884,402TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Advocates for Community Wellness
8101 S Honore StChicagoIL60620PCProgram Support - Health and Rehabilitation$25,000
AllianceChicago
225 W Illinois Street Suite 500ChicagoIL60654PCGeneral Operating Support$25,000
Animal Outlook
PO Box 9773WashingtonDC20016PCGeneral Operating Support$25,000
Blue Cap
2155 Broadway StreetBlue IslandIL604063097PCGeneral Operating Support - Intellectual & Developmental Disabilities$80,000
Cactus Cancer Society
2323 BroadwayOaklandCA94612PCGeneral Operating Support - Health and Rehabilitation$25,000
Center for Disaster Philanthropy Inc
One Thomas Circle NW Suite 700WashingtonDC20005PCGeneral Operating Support - Other - General Operating Support$100,000
Center for Food Equity in Medicine
POBox 182FlossmoorIL60422PCGeneral Operating Support - Health and Rehabilitation$15,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGeneral Operating Support$250,000
Chinese Mutual Aid Association Inc
1016 w argyle stChicagoIL60640PCGeneral Operating Support$50,000
Community Health
2611 W Chicago AveChicagoIL60622PCGeneral Operating Support$25,000
Culinary Care
2023 W Saint Paul Avenue Apt 3ChicagoIL60647PCGeneral Operating Support - Health$25,000
Devices 4 the Disabled
2701 W 36th PLChicagoIL60632PCGeneral Operating Support - Health$50,000
Economic Strategies Development Corporation
1843 South Carpenter StreetChicagoIL60608PCGeneral Operating Support - Entrepreneurship$75,000
Equip for Equality Inc
20 Michigan Ave 300ChicagoIL60602PCGeneral Operating Support$100,000
Food for Climate League Inc
2030 Maple AveEvanstonIL60201PCGeneral Operating Support$25,000
Foundation of Little Village
2501 S Trumbull AveChicagoIL60623PCGeneral Operating Support - Entrepreneurship$100,000
Gateway to Learning
4925 North Lincoln AvenueChicagoIL606252609PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Illinois Association of Rehabilitation Facilities Inc
206 S 6th StSpringfieldIL62701PCGeneral Operating Support$100,000
JAPANESE AMERICAN NATIONAL MUSEUM
100 N Central AvLos AngelesCA90012PCGeneral Operating Support$3,000
Lemons of Love
433 East Golf RoadDes PlainesIL60016PCGeneral Operating Support - Health$25,000
Little City Foundation
1760 West Algonquin RoadPalatineIL600674799PCGeneral Operating Support - Intellectual & Developmental Disabilities$125,000
National Disability Institute Inc
1667 K Street Northwest Suite 640WashingtonDC20005PCGeneral Operating Support$100,000
New York University
726 Broadway 3rd FloorNEW YORKNY10003PCGeneral Operating Support$2,500
Northwest Side Community Development Corporation
5233 West Diversey AvenueChicagoIL60639PCGeneral Operating Support - Entrepreneurship$100,000
Northwestern University Settlement Association
1400 W Augusta BlvdChicagoIL60642PCProgram Support - Grants made at the discretion of Board Members to qualified publicly-supported charities$40,000
Planned Parenthood of Illinois
17 N Lasalle St Suite 500ChicagoIL60603PCGeneral Operating Support - Grants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Puerto Rican Cultural Center
2546 W Division StreetChicagoIL60622PCProgram Support - Entrepreneurship$100,000
South Side Healthy Community Organization
1000 E 111th StChicagoIL60628PCGeneral Operating Support$250,000
Urban Growers Collective
1200 W 35th St Box 118ChicagoIL60608PCGeneral Operating Support$50,000
Will's Place
7927 Lincoln AveSKOKIEIL60077PCGeneral Operating Support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,020,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,133,498ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,457,765ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Brickman Blackstone Square14$80,000
Portfolio Advisors Fund14-$137,340

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,533,923ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,533,923TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and Auditing ExpenseCategoryTxt
Amt$51,961Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$51,961DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard Total Bond Market Index Fund Institutional Shares$15,848,950$15,848,950
Vanguard Total International Bond Index Fund Institutional Shares$10,856,003$10,856,003
Vanguard Short-Term Investment-Grade Fund Institutional Shares$5,298,430$5,298,430
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares$4,170,196$4,170,196
Vanguard Long-Term Investment-Grade Fund Admiral Shares$2,966,536$2,966,536
Morgan Stanley 3.875% 29 Apr 2024$696,107$696,107
Wells Fargo & Co 3.75% 24 Jan 2024$629,147$629,147
PNC Financial Services Group Inc/The 2.2% 01 Nov 2024$583,248$583,248
Mitsubishi UFJ Financial Group, INC. 3.407% 03/07/2024 SR Lien$95,632$95,632
BAT CAPITAL CORP 2.789% 09/06/2024 SR LIEN$88,962$88,962
Bank of America Corp 4.2% 26 Aug 2024$84,200$84,200
General Motors Financial Company, Inc. 5.1% 01/17/2024 SR Lien M-W+40.00BP$76,715$76,715
FOX CORPORATION 4.03% 01/25/2024 SER WI SR LIEN$76,219$76,219
Bank of Nova Scotia (THE) 3.4% 02/11/2024 SR Lien$75,761$75,761
American Tower Corporation 0.6% 01/15/2024 SR Lien$75,062$75,062
Philip Morris International Inc. 2.875% 05/01/2024 SR Lien$69,684$69,684
Charles Schwab Corporation (THE) FRN 03/18/2024 Sofrrate O/N +50.00BP SR Lie$65,987$65,987
B.A.T. CAPITAL CORPORATION 3.222% 08/15/2024 USD SER WI SR LIEN$59,751$59,751

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VITSX Vanguard Total Stock Market Index Fund Institutional Shares$69,376,119$69,376,119
VTSNX Vanguard Total International Stock Index Fund Institutional Shares$45,641,637$45,641,637

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,957,395USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,957,395USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS LAUNCH OPPS OFFSHORE SCSPFMV$4,416,907$4,416,907
BRICKMAN FUND VIIFMV$2,448,395$2,448,395
HILLCREST CREDIT AND INCOME FUND II LPFMV$1,352,014$1,352,014
BROAD STREET REAL ESTATE CREDIT PARTNERS IIFMV$458,216$458,216
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V OFFSHORE LPFMV$363,896$363,896
PORTFOLIO ADVISORS PRIVATE EQUITY FUND IV OFFSHORE LPFMV$258,332$258,332
BRICKMAN FUND V, LPFMV$168,678$168,678
PORTFOLIO ADVISORS SECONDARY FUND OFFSHORE LPFMV$50,169$50,169
BRICKMAN FUND VI, LPFMV$18,442$18,442

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal ExpenseCategoryTxt
Legal Fees$82,288LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$75,570DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Rent Deposit$5,000$5,000$5,000
Accrued Interest & Dividends$273,998$41,239$41,239
Right of Use Asset$159,936$48,053$48,053
Excise Tax Receivable$46,872$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Computer and Database Support$60,955$0$60,082
Dues and Memberships$12,055$1,257$9,454
Electricity$3,234$232$3,002
Insurance$11,762$0$11,762
Meals$12,952$0$12,952
Office Supplies$68,296$1,490$63,399
Partnership Investment Expenses$0$144,798$0
Postage$2,546$183$2,363
Seminars Fee Expense$22,582$1,800$18,021
Telephone$8,017$575$7,442
Website and Internet Expense$8,318$596$7,721

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Hillcrest Credit and Income$0$116,233$0
Brickman Blackstone Square$80,000-$13,461$80,000
Portfolio Advisors Fund-$137,340-$137,340-$137,340

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized Gain$4,344,052
Grant Refunds and Recissions$30,121

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLease LiabilityDesc
BOY Book Value$164,880BOYBookValueAmt
EOY Book Value$327,540EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Services and Custody Charges$32,601$32,601$0
Investment Management Fees$382,413$382,413$0
Consulting Services$78,441$12,830$73,091

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UBIT Taxes$19,584$0$0
Federal Excise Tax$292,698$0$0

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