CLEVELAND AVENUE FOUNDATION FOR EDUCATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CLEVELAND AVENUE FOUNDATION FOR EDUCATION (EIN 46-3851243)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-18
IRS object ID
202331389349100823
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-18T17:03:44-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362938874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSTROW REISIN BERK & ABRAMS LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR SUITE 1500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463851243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLEVELAND AVENUE FOUNDATIONBusinessNameLine1Txt
Business Name Line2FOR EDUCATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCLEVBusinessNameControlTxt
Phone3123836700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 N CANAL STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH THOMPSONPersonNm
Person TitlePRESIDENT/TRUSTEEPersonTitleTxt
Phone3123836700PhoneNum
Signature2023-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastTHOMPSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L WASHELESKYPreparerPersonNm
PTINP00079647PTIN
Phone3126707444PhoneNum
Preparation2023-05-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,322,916FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$119,799DividendsRevAndExpnssAmt
Dividends Net Invst Incm$119,799DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,135NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,107GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$117,664TotalRevAndExpnssAmt
Total Net Invst Incm$119,799TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,933OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,933OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,002TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,002TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,270OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,185TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,520TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$262,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$262,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$325,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,185TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$267,020TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$207,541ExcessRevenueOverExpensesAmt
Net Investment Income$61,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89,595CashBOYAmt
Cash EOY$26,511CashEOYAmt
Cash EOYFMV$26,511CashEOYFMVAmt
Sav And Temp Cash Invst BOY$201,661SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$140,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$140,066SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$4,559AcctRcvblBOYAmt
Corporate Stock BOY$2,400,533CorporateStockBOYAmt
Corporate Stock EOY$2,327,893CorporateStockEOYAmt
Corporate Stock EOYFMV$5,034,068CorporateStockEOYFMVAmt
Corporate Bonds BOY$176,014CorporateBondsBOYAmt
Corporate Bonds EOY$150,478CorporateBondsEOYAmt
Corporate Bonds EOYFMV$122,271CorporateBondsEOYFMVAmt
Total Assets BOY$2,872,362TotalAssetsBOYAmt
Total Assets EOY$2,644,948TotalAssetsEOYAmt
Total Assets EOYFMV$5,322,916TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,872,362RetainedEarningBOYAmt
Retained Earning EOY$2,644,948RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,872,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,644,948TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,872,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,644,948TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,872,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$207,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,664,821SubtotalAmt
Other Decreases$19,873OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,644,948TotNetAstOrFundBalancesEOYAmt

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$96,042$101,242-$5,200-$5,200
CAPITAL GAINS DIVIDENDS$3,065$3,065$3,065P
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,135CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$856InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$856SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$856TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,206EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,206TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,350OverpaymentAmt
Applied To ES Tax$6,350AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksEVETTE WILLIAMSIndividualWithBooksNm
Phone3123836752PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 N CANAL STAddressLine1Txt
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH THOMPSON
222 N CANAL STREET SUITE 310CHICAGOIL60606PRESIDENT/TRUSTEE10.00$0$0$0
DONALD THOMPSON
222 N CANAL STREET SUITE 310CHICAGOIL60606TRUSTEE0.25$0$0$0
XAVIER THOMPSON
222 N CANAL STREET SUITE 310CHICAGOIL60606TREASURER0.25$0$0$0
MAYA THOMPSON
222 N CANAL STREET SUITE 310CHICAGOIL60606SECRETARY0.25$0$0$0
JOSEPH MCCOY
222 N CANAL STREET SUITE 310CHICAGOIL60606BOARD MEMBER0.25$0$0$0
EVETTE WILLIAMS
222 N CANAL STREET SUITE 310CHICAGOIL60606BOARD MEMBER0.25$0$0$0
MARGUERITE GRIFFIN
222 N CANAL STREET SUITE 310CHICAGOIL60606BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$53,933CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$5,192,226AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$232,077AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,424,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,424,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,365CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,342,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$267,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$267,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$856TaxBasedOnInvestmentIncomeAmt
Total Tax$856TotalTaxAmt
Distributable Before Adj$266,291DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$266,291DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$266,291DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$267,020ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$267,020QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$266,291DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$17,270ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,170,487ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$273,026ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,960,527ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,421,310TotalExcessDistributionCyovAmt
Qualifying Distributions$267,020QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$266,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$729RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,422,039TotalCorpusAmt
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$17,270ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,404,769ExcessDistriCyovToNextYrAmt
Excess From Year3$1,170,487ExcessFromYear3Amt
Excess From Year2$273,026ExcessFromYear2Amt
Excess From Year1$5,960,527ExcessFromYear1Amt
Excess From Current Year$729ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH THOMPSONContributingManagerNm
Contributing ManagerDONALD THOMPSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BRAVEN INC
100 NORTH LASALLE ST NO 310CHICAGOIL60602PCGENERAL CHARITABLE PURPOSES$25,000
BRIDGE BUILDERS FOUNDATION
3787 SOUTH VERMONT AVENUELOS ANGELESCA90007PCGENERAL CHARITABLE PURPOSES$10,000
CHARTER SCHOOL GROWTH FUND
10901 WEST 120TH AVENUE SUITE 450BROOMFIELDCO80021PCGENERAL CHARITABLE PURPOSES$10,000
CHICAGO URBAN LEAGUE
4510 S MICHIGAN AVECHICAGOIL60653PCGENERAL CHARITABLE PURPOSES$10,000
CITY COLLEGES OF CHICAGO
180 N WABASH AVE SUITE 200CHICAGOIL60601PCGENERAL CHARITABLE PURPOSES$25,000
CITY YEAR INC
287 COLUMBUS AVENUEBOSTONMA02116PCGENERAL CHARITABLE PURPOSES$10,000
COLLEGE POSSIBLE
755 PRIOR AVENUE NORTH SUITE 210ST PAULMN55104PCGENERAL CHARITABLE PURPOSES$25,000
GARY COMER YOUTH CENTER INC
7200 S INGLESIDE AVECHICAGOIL60619PCGENERAL CHARITABLE PURPOSES$2,500
ILLINOIS INSTITUTE OF TECHNOLOGY
10 WEST 35TH STREET SUITE 1700CHICAGOIL60616PCGENERAL CHARITABLE PURPOSES$25,000
KIDS FIRST CHICAGO
21 SOUTH CLARK STREETCHICAGOIL60603PCGENERAL CHARITABLE PURPOSES$15,000
ONEGOAL
180 N WABASH AVE SUITE 800CHICAGOIL60601PCGENERAL CHARITABLE PURPOSES$25,000
PARTNERSHIP FOR COLLEGE COMPLETION
200 S MICHIGAN AVE SUITE 1410CHICAGOIL60604PCGENERAL CHARITABLE PURPOSES$25,000
PROJECT SYNCERE
9012 S STONY ISLAND AVECHICAGOIL60617PCGENERAL CHARITABLE PURPOSES$25,000
THE CHICAGO COMMUNITY FOUNDATION
225 NORTH MICHIGAN AVENUE SUITECHICAGOIL60601PCGENERAL CHARITABLE PURPOSES$5,0002200
THE SURGE INSTITUTE
935 W CHESTNUT STREET SUITE 515CHICAGOIL60642PCGENERAL CHARITABLE PURPOSES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$262,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119,799ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,135ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$117,664ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$117,664TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$6,500Amt
Net Investment Income$3,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN HIGH YIELD FIXED INCOME FUND (NHFIX)BondNm
EOY Book Value$150,478EOYBookValueAmt
EOYFMV$122,271EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP (DFSTX)$67,063$78,926
ISHARES CORE S&P MID-CAP ETF (IJH)$48,054$76,195
ISHARES TR RUSSELL 1000 VALUE ETF (IWD)$188,894$269,937
MCDONALDS CORP (MCD)$1,301,010$3,630,653
FLEXSHARES TR STOCC GLOBAL BROAD INF INDEX FD (NFRA)$78,094$85,294
NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX (NOEMX)$98,574$93,164
FLEXSHARES TRUST QUALITY DIVID DEFENSIVE INDEX FD (QDEF)$176,072$241,815
FLEXSHARES TR MORNINGSTAR US MKT FACTOR TILT INDEX FD (TILT)$174,348$286,055
VANGUARD INT'L EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF (VEU)$101,784$101,283
VANGUARD TOTAL STOCK MAREKT INDEX FUND ADMIRAL SHARES (VTSAX)$94,000$170,746

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$19,873Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$1,270RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,270DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$53,933Amt
Net Investment Income$53,933NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$1,002Amt
Net Investment Income$1,002NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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