FURP.ORG / PUBLIC DATA EXPLORER

HELEN BRACH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HELEN BRACH FOUNDATION (EIN 23-7376427)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-06-18
IRS object ID
202501709349100105
Schema version
2024v5.1
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)
Return2025-06-18T06:22:56-00:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364442557PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Better Tax and AccountingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15248 Fairmount AveAddressLine1Txt
CityDowners GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237376427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Helen V Brach FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone3123724417PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 S Michigan Ave STE 1310AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR Matthew SimonPersonNm
Person TitlePresidentPersonTitleTxt
Phone3123724417PhoneNum
Signature2025-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRaymond D BetterPreparerPersonNm
PTINP00505554PTIN
Phone6307371040PhoneNum
Preparation2025-06-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$163,000,621FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$4,536,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,536,855DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,617,798NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,431,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,617,798CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$444OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$444OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,155,097TotalRevAndExpnssAmt
Total Net Invst Incm$17,155,097TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$714,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$178,688CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$536,063CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$207,125OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$62,250OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$144,875OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$244,636PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$61,159PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$183,477PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$58,994AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$35,894AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$23,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$183,232OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$183,232OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$150,015TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$98,927OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$98,927OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,969TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$7,969TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,383PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$5,383PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$72,510OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,564OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$56,946OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,743,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$536,787TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,056,755TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,926,523ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,926,523ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,670,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$536,787TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,983,278TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,485,033ExcessRevenueOverExpensesAmt
Net Investment Income$16,618,310NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,640,573SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,526,149SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,526,149SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$52,174,381CorporateStockBOYAmt
Corporate Stock EOY$58,467,440CorporateStockEOYAmt
Corporate Stock EOYFMV$94,550,836CorporateStockEOYFMVAmt
Corporate Bonds BOY$52,591,933CorporateBondsBOYAmt
Corporate Bonds EOY$55,898,333CorporateBondsEOYAmt
Corporate Bonds EOYFMV$54,894,166CorporateBondsEOYFMVAmt
Other Assets BOY$29,470OtherAssetsBOYAmt
Other Assets EOY$29,470OtherAssetsEOYAmt
Other Assets EOYFMV$29,470OtherAssetsEOYFMVAmt
Total Assets BOY$118,436,357TotalAssetsBOYAmt
Total Assets EOY$127,921,392TotalAssetsEOYAmt
Total Assets EOYFMV$163,000,621TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$118,436,357NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$127,921,392NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$118,436,357TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,921,392TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,436,357TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,921,392TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$118,436,357TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,485,033ExcessRevenueOverExpensesAmt
Other Increases$2OtherIncreasesAmt
Subtotal$127,921,392SubtotalAmt
Tot Net Ast Or Fund Balances EOY$127,921,392TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (242 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD2023-12-312024-12-20$767,033$767,033$767,033
0 MFO VANGUARD INSTL INDEX FD SH BEN INT2023-12-312024-12-31$6,905$6,905$6,905
0 MFO VANGUARD INSTL INDEX FD SH BEN INT2023-12-312024-12-31$133,578$133,578$133,578
0 MFO DODGE COX STOCK FD OPEN END FD2023-12-312024-12-19$725,225$725,225$725,225
0 MFO VANGUARD INSTL INDEX FD SH BEN INT2023-12-312025-03-26$2,681$2,681$2,681
0 MFO DODGE COX STOCK FD OPEN END FD2023-12-312025-03-27$199,094$199,094$199,094
0 MFO VANGUARD INSTL INDEX FD SH BEN INT2023-12-312025-03-26$18,492$18,492$18,492
0 FIRST SOLAR INC COM2023-12-312024-12-12$41$41$41
0 MCKESSON CORP2023-12-312025-01-10$1,090$1,090$1,090
0 ORACLE CORP COM2023-12-312024-05-10$153$153$153
0 U.S CL ACTIONS DELISTED/VAR CUSIPS2023-12-312024-12-20$2$2$2
0 MOHAWK INDS INC COM2023-12-312025-02-21$2,802$2,802$2,802
3822.63 MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD2024-12-192025-02-10$250,000$11,735$11,735$238,265
4002.56 MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD2023-12-142024-06-12$250,000$29,819$29,819$220,181
2394.25 MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD2023-12-142024-06-18$150,000$18,292$18,292$131,708
3881.39 MFO NEW PERSPECTIVE FD INC COM STK OPEN END FD2023-12-142024-07-10$250,000$36,485$36,485$213,515
1089.21 MFOFIDELITY 500 INDEX-INST PREM2018-02-062024-04-23$191,842$89,097$89,097$102,745
330.2 MFOFIDELITY 500 INDEX-INST PREM2024-04-052024-04-23$58,158-$1,506-$1,506$59,664
3613.76 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-10-14$250,000$112,424$112,424$137,576
3610.11 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082025-01-27$250,000$112,563$112,563$137,437
8445.05 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042025-03-04$1,710,799$1,252,234$1,252,234$458,565
1176.64 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092025-01-272025-03-04$238,364-$11,636-$11,636$250,000
1192.58 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092025-01-102025-03-04$241,593-$8,407-$8,407$250,000
1363.81 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092024-09-062025-03-04$276,281$26,281$26,281$250,000
78.31 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092024-09-262025-03-04$15,864$371$371$15,493
84.41 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092024-12-232025-03-04$17,100-$1,179-$1,179$18,279
313.2 MFO DODGE COX STOCK FD OPEN END FD2024-06-252024-07-10$81,200$661$661$80,539
265.37 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-07-10$68,800$3,086$3,086$65,714
227.54 MFO DODGE COX STOCK FD OPEN END FD2024-09-252024-10-09$62,594$1,143$1,143$61,451
499.5 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-10-09$137,406$13,715$13,715$123,691
8997.24 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092015-08-262025-03-28$1,715,685$1,242,612$1,242,612$473,073
918.01 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042025-03-28$175,055$125,207$125,207$49,848
1094.78 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092015-09-182025-03-28$208,764$150,412$150,412$58,352
1205.03 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-192025-03-28$229,787$164,667$164,667$65,120
24.8 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092025-03-272025-03-28$4,729-$128-$128$4,857
870.42 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092016-03-182025-03-28$165,980$118,882$118,882$47,098
81.89 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092024-06-272024-07-03$16,143$245$245$15,898
1186.31 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042024-07-03$233,857$169,440$169,440$64,417
1341.85 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-06-05$250,000$123,625$123,625$126,375
825.49 MFOFIDELITY 500 INDEX-INST PREM2018-02-062024-05-07$148,794$70,926$70,926$77,868
6.69 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-05-07$1,206$576$576$630
3668.38 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082025-01-17$250,000$110,345$110,345$139,655
847.04 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-12-26$56,718$24,471$24,471$32,247
1393.1 MFO VANGUARD VALUE INDEX FD-ADM2024-12-232024-12-26$93,282$961$961$92,321
12883.94 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042025-03-12$2,500,000$1,800,403$1,800,403$699,597
1281.59 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-08-19$250,000$129,300$129,300$120,700
876.46 MFO DODGE COX STOCK FD OPEN END FD2024-01-262024-11-06$250,000$33,663$33,663$216,337
1321.35 MFO DODGE COX STOCK FD OPEN END FD2024-01-262024-12-05$375,000$48,851$48,851$326,149
2649.71 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-06-12$500,000$250,450$250,450$249,550
1316.71 MFO DODGE COX STOCK FD OPEN END FD2024-01-262024-11-08$375,000$49,997$49,997$325,003
924.93 MFO DODGE COX STOCK FD OPEN END FD2024-12-182025-03-24$250,000$14,281$14,281$235,719
1318.29 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-08-14$250,000$125,843$125,843$124,157
1734.73 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042024-07-10$350,000$255,804$255,804$94,196
671.5 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-06-18$42,439$16,875$16,875$25,564
910.78 MFO VANGUARD VALUE INDEX FD-ADM2020-03-092024-06-18$57,561$22,815$22,815$34,746
12767.48 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042025-03-21$2,500,000$1,806,725$1,806,725$693,275
3686.23 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-09-19$250,000$109,665$109,665$140,335
3596.09 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-11-06$250,000$113,097$113,097$136,903
5378.66 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-12-05$375,000$170,234$170,234$204,766
1833.42 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042024-06-12$350,000$250,446$250,446$99,554
48.88 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-03-222025-01-22$24,237$3,188$3,188$21,049
277.76 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-12-302025-01-22$137,728$4,151$4,151$133,577
335.74 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-07-242025-01-22$166,477$16,477$16,477$150,000
14.36 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-12-302025-01-22$7,120$215$215$6,905
86.22 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-09-272025-01-22$42,752$2,048$2,048$40,704
92.42 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-06-282025-01-22$45,827$4,307$4,307$41,520
567.87 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-08-022025-01-22$281,579$31,579$31,579$250,000
89.3 MFO VANGUARD INSTL INDEX FD SH BEN INT2024-12-302025-01-22$44,280$1,334$1,334$42,946
5380.2 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-11-08$375,000$170,176$170,176$204,824
378.83 MFO DODGE COX STOCK FD OPEN END FD2024-01-262024-10-14$105,659$12,152$12,152$93,507
517.52 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-10-14$144,341$16,187$16,187$128,154
12832.36 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042025-03-14$2,500,000$1,803,204$1,803,204$696,796
1274.08 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-09-17$250,000$130,007$130,007$119,993
583.25 MFO DODGE COX STOCK FD OPEN END FD2024-12-312025-02-10$158,644$8,644$8,644$150,000
335.87 MFO DODGE COX STOCK FD OPEN END FD2024-12-182025-02-10$91,356$5,759$5,759$85,597
679.68 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-07-10$42,976$17,101$17,101$25,875
1692.61 MFO VANGUARD VALUE INDEX FD-ADM2024-06-272024-07-10$107,024$1,439$1,439$105,585
1308.42 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-06-18$250,000$126,773$126,773$123,227
1803.03 MFO VANGUARD VALUE INDEX FD-ADM2023-06-222024-05-15$114,871$16,552$16,552$98,319
514.5 MFO VANGUARD VALUE INDEX FD-ADM2023-12-202024-05-15$32,779$3,370$3,370$29,409
1683.24 MFO VANGUARD VALUE INDEX FD-ADM2023-03-222024-05-15$107,239$20,064$20,064$87,175
3676.34 MFO VANGUARD VALUE INDEX FD-ADM2020-03-092024-05-15$234,220$93,968$93,968$140,252
1740.56 MFO VANGUARD VALUE INDEX FD-ADM2023-09-202024-05-15$110,891$14,499$14,499$96,392
911.31 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-09-19$250,000$24,332$24,332$225,668
1291.72 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042024-06-18$250,000$179,860$179,860$70,140
1296.21 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-07-03$250,000$127,923$127,923$122,077
1722.89 MFOFIDELITY 500 INDEX-INST PREM2019-02-072024-07-10$337,136$174,874$174,874$162,262
321.26 MFOFIDELITY 500 INDEX-INST PREM2024-07-052024-07-10$62,864$756$756$62,108
391.47 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-06-18$100,000$3,060$3,060$96,940
3009.59 MFO VANGUARD VALUE INDEX FD-ADM2020-05-082024-10-09$205,525$90,950$90,950$114,575
1383.44 MFO VANGUARD VALUE INDEX FD-ADM2024-09-262024-10-09$94,475$913$913$93,562
1384.21 MFO DODGE COX STOCK FD OPEN END FD2024-03-252024-05-15$359,120$7,324$7,324$351,796
241.93 MFO DODGE COX STOCK FD OPEN END FD2024-03-252024-05-15$62,766$1,279$1,279$61,487
686.53 MFO DODGE COX STOCK FD OPEN END FD2024-01-292024-05-15$178,114$8,108$8,108$170,006
1344.74 MFO VANGUARD INDEX TR VANGUARD GROWTH INDEX FD ADMIRAL 5092014-12-042024-06-05$250,000$176,981$176,981$73,019
12038.52 MFO DODGE COX INC FD2022-05-022025-01-27$150,000-$3,612-$3,612$153,612
11407.62 MFO DODGE COX INC FD2024-09-252024-11-08$144,420-$3,195-$3,195$147,615
16368.1 MFO DODGE COX INC FD2022-08-172024-11-08$207,220-$2,128-$2,128$209,348
11718.75 MFO DODGE COX INC FD2024-08-062024-11-08$148,359-$1,641-$1,641$150,000
17371.85 MFO DODGE COX INC FD2022-05-232024-11-25$220,449-$1,563-$1,563$222,012
2328.7 MFO DODGE COX INC FD2022-08-172024-11-25$29,551-$233-$233$29,784
5852.73 MFO DODGE COX INC FD2022-05-022025-01-15$72,223-$2,458-$2,458$74,681
2251 MFO DODGE COX INC FD2022-05-232025-01-15$27,777-$991-$991$28,768
169.42 MFO DODGE COX INC FD2022-05-022025-02-13$2,116-$46-$46$2,162
19623.23 MFO DODGE COX INC FD2022-05-092025-03-04$250,000$250,000
9200.59 MFO DODGE COX INC FD2022-05-022025-02-25$116,664-$736-$736$117,400
2629.06 MFO DODGE COX INC FD2022-05-092025-02-25$33,336-$158-$158$33,494
19500.78 MFO DODGE COX INC FD2022-05-232024-12-06$250,000$780$780$249,220
7836.99 MFO DODGE COX INC FD2024-08-072025-02-13$97,884-$2,116-$2,116$100,000
11923.69 MFO DODGE COX INC FD2022-05-022025-02-21$150,000-$2,146-$2,146$152,146
14150.94 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-06-03$150,000-$29,009-$29,009$179,009
14084.51 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-06-12$150,000-$28,169-$28,169$178,169
6647.2 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-07-132024-07-11$71,391-$12,630-$12,630$84,021
14058.11 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-06-05$150,000-$27,835-$27,835$177,835
5470.57 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-07-11$58,754-$10,449-$10,449$69,203
1848.71 CF PYRAMIS BROAD MARKET DURATION LLC FUND2021-08-312024-07-11$19,855-$3,531-$3,531$23,386
13537.91 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-262024-09-06$150,000-$21,119-$21,119$171,119
13586.96 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-262024-09-04$150,000-$21,739-$21,739$171,739
14231.5 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-05-31$150,000-$30,028-$30,028$180,028
14111.01 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-07-03$150,000-$28,504-$28,504$178,504
22727.27 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-262024-08-02$250,000-$37,273-$37,273$287,273
14258.56 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-272024-05-03$150,000-$30,513-$30,513$180,513
9410.71 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-272024-05-15$100,036-$19,104-$19,104$119,140
13131.28 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-07-132024-08-01$142,737-$23,242-$23,242$165,979
9867.8 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-262024-08-01$107,263-$17,466-$17,466$124,729
2944.74 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-10-282024-05-15$31,303-$5,948-$5,948$37,251
1755.56 CF PYRAMIS BROAD MARKET DURATION LLC FUND2020-09-302024-05-15$18,662-$3,548-$3,548$22,210
5718.65 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-04-282025-03-03$59,474-$113-$113$59,587
4207.13 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-05-312025-03-03$43,754-$1,976-$1,976$45,730
6074.83 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-02-292025-03-03$63,178$912$912$62,266
4859.99 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-08-312025-03-03$50,544-$1,019-$1,019$51,563
24201.36 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-10-282025-03-03$251,694$1,694$1,694$250,000
5155.78 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-03-312025-03-03$53,620$1$1$53,619
14563.11 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-11-122025-03-03$151,456$1,456$1,456$150,000
5501.27 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-12-302025-03-03$57,213$827$827$56,386
7604.64 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-04-302025-03-03$79,088$2,205$2,205$76,883
6847.89 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-06-282025-03-03$71,218$1,233$1,233$69,985
1106.19 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-05-182025-03-03$11,504-$1,162-$1,162$12,666
5941.87 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-05-312025-03-03$61,795$1,188$1,188$60,607
24271.85 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-11-012025-03-03$252,427$2,427$2,427$250,000
5734.06 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-11-292025-03-03$59,634$114$114$59,520
3402.6 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-04-292025-03-03$35,387-$1,768-$1,768$37,155
4351.3 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-07-292025-03-03$45,254-$1,434-$1,434$46,688
3007.73 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-02-282025-03-03$31,280-$3,037-$3,037$34,317
2116.44 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-04-302025-03-03$22,011-$2,073-$2,073$24,084
6303.41 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-08-312025-03-03$65,555$1,136$1,136$64,419
5348.9 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2025-02-282025-03-03$55,629$55,629
5658.97 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-01-312025-03-03$58,853-$564-$564$59,417
13297.87 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-04-092025-03-03$138,298-$11,698-$11,698$149,996
9737.1 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-12-192025-03-03$101,266$1,266$1,266$100,000
6003.9 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-05-312025-03-03$62,441$483$483$61,958
23992.32 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-10-092025-03-03$249,520-$480-$480$250,000
4401.41 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-04-292025-03-03$45,775-$4,224-$4,224$49,999
128029.78 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-08-222025-02-28$1,331,511-$152,302-$152,302$1,483,813
2233.01 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-05-292025-02-28$23,223-$2,612-$2,612$25,835
112.98 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-08-302025-02-28$1,175-$134-$134$1,309
2999.7 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-01-312025-02-28$31,197-$3,479-$3,479$34,676
86281.28 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-08-272025-02-28$897,325-$102,641-$102,641$999,966
20727.87 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-05-182025-02-28$215,570-$21,758-$21,758$237,328
12776.83 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-06-162025-02-19$131,601-$18,395-$18,395$149,996
2187.02 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-06-292025-02-19$22,526-$3,171-$3,171$25,697
209.37 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-12-132025-02-19$2,157-$303-$303$2,460
1314.07 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-09-182025-02-19$13,535-$1,892-$1,892$15,427
220988.71 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2014-01-062025-02-19$2,276,187-$320,341-$320,341$2,596,528
2582.93 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-02-282025-02-19$26,604-$3,719-$3,719$30,323
2582.63 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-09-282025-02-19$26,601-$3,744-$3,744$30,345
76.89 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-12-132025-02-19$792-$111-$111$903
1392.14 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-08-222025-02-24$14,381-$1,753-$1,753$16,134
7416.69 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-12-072025-02-24$76,614-$10,159-$10,159$86,773
2821.07 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-12-312025-02-24$29,142-$3,864-$3,864$33,006
697.35 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-09-302025-02-24$7,204-$913-$913$8,117
58311.14 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-09-182025-02-24$602,354-$82,196-$82,196$684,550
17182.13 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-06-032025-02-24$177,491-$22,504-$22,504$199,995
2781.91 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-12-312025-02-24$28,737-$3,616-$3,616$32,353
5660.34 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-12-072025-02-24$58,471-$7,753-$7,753$66,224
129421.92 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2013-08-232025-02-24$1,336,929-$163,019-$163,019$1,499,948
1641.77 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2015-12-312025-02-24$16,959-$2,265-$2,265$19,224
1777.4 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-03-312025-02-24$18,361-$2,452-$2,452$20,813
1552.97 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-02-292025-02-24$16,042-$2,081-$2,081$18,123
1331.23 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-01-292025-02-24$13,752-$1,823-$1,823$15,575
2546.47 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-11-302025-02-24$26,305-$3,335-$3,335$29,640
2742.46 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-01-312025-02-24$28,330-$3,810-$3,810$32,140
2269.06 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-06-302025-02-24$23,439-$3,176-$3,176$26,615
2467.5 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-10-312025-02-24$25,489-$3,355-$3,355$28,844
1717.97 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-01-312025-02-14$17,712-$2,728-$2,728$20,440
39501.64 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-08-272025-02-14$407,262-$66,745-$66,745$474,007
1469.51 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-11-302025-02-14$15,151-$2,262-$2,262$17,413
2769.65 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-04-302025-02-14$28,555-$4,181-$4,181$32,736
2090.86 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-09-302025-02-14$21,557-$3,303-$3,303$24,860
2227.53 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-07-312025-02-14$22,966-$3,452-$3,452$26,418
2618.97 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-07-312025-02-14$27,002-$4,163-$4,163$31,165
1376.18 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2017-01-312025-02-14$14,188-$2,119-$2,119$16,307
2301.19 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-07-312025-02-14$23,725-$3,336-$3,336$27,061
1513.51 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-12-302025-02-14$15,604-$2,270-$2,270$17,874
8396.31 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-09-022025-02-14$86,566-$13,431-$13,431$99,997
2105.37 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-02-282025-02-14$21,706-$3,242-$3,242$24,948
1589.78 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-10-312025-02-14$16,391-$2,527-$2,527$18,918
2368.92 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-04-302025-02-14$24,424-$3,481-$3,481$27,905
2971.2 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-03-292025-02-14$30,633-$4,396-$4,396$35,029
2457.35 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-09-302025-02-14$25,335-$4,079-$4,079$29,414
8340.28 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-08-232025-02-14$85,988-$14,009-$14,009$99,997
2254.16 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-08-312025-02-14$23,240-$3,291-$3,291$26,531
2713.14 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2019-05-312025-02-14$27,972-$4,151-$4,151$32,123
1291.18 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2017-03-312025-02-14$13,312-$2,040-$2,040$15,352
1428.25 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2017-04-282025-02-14$14,725-$2,271-$2,271$16,996
2354.62 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-03-292025-02-14$24,276-$3,555-$3,555$27,831
21204.41 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-07-152025-02-14$218,617-$31,376-$31,376$249,993
2526.99 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-10-292025-02-14$26,053-$4,017-$4,017$30,070
101221.87 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2014-01-062025-02-14$1,043,598-$145,719-$145,719$1,189,317
6844.2 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-12-082025-02-14$70,564-$11,427-$11,427$81,991
2174.21 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-10-302025-02-14$22,416-$3,456-$3,456$25,872
1888.75 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-08-312025-02-14$19,473-$3,002-$3,002$22,475
1187.8 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2017-02-282025-02-14$12,246-$1,865-$1,865$14,111
2574.59 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2016-12-122025-02-14$26,544-$3,861-$3,861$30,405
2177.25 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2018-05-312025-02-14$22,447-$3,200-$3,200$25,647
2627.36 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-11-302025-02-14$27,088-$4,019-$4,019$31,107
2198.03 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-03-292025-02-14$22,662-$3,604-$3,604$26,266
14520.81 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2021-08-272025-02-05$150,000-$24,245-$24,245$174,245
2221.27 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-03-312025-03-03$23,101-$1,599-$1,599$24,700
7559.8 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-10-312025-03-03$78,622$2,346$2,346$76,276
4393.67 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2020-04-142025-03-03$45,694-$4,305-$4,305$49,999
9756.1 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2025-01-072025-03-03$101,463$1,463$1,463$100,000
5929.02 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2025-01-312025-03-03$61,662$593$593$61,069
7417.68 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-12-312025-03-03$77,144$964$964$76,180
6694.48 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-01-312025-03-03$69,623$337$337$69,286
5194.36 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-02-282025-03-03$54,021$521$521$53,500
6929.9 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-07-312025-03-03$72,071$346$346$71,725
6051.72 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-09-302025-03-03$62,938-$666-$666$63,604
3266.19 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-03-312025-03-03$33,968-$2,482-$2,482$36,450
4831.17 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-03-282025-03-03$50,244$435$435$49,809
8030.95 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-10-312025-03-03$83,522$723$723$82,799
6997.91 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-09-302025-03-03$72,778$1,122$1,122$71,656
6463.58 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-11-302025-03-03$67,221$1,747$1,747$65,474
4299.89 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-06-302025-03-03$44,719-$686-$686$45,405
6638.95 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-12-292025-03-03$69,045$334$334$68,711
6240.02 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-07-312025-03-03$64,896$875$875$64,021
4511.7 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2022-11-302025-03-03$46,922$588$588$46,334
6719.46 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-10-312025-03-03$69,882$3,563$3,563$66,319
14272.12 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-10-032025-03-03$148,430-$1,570-$1,570$150,000
6402.61 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2024-08-302025-03-03$66,587-$192-$192$66,779
6558.02 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-09-292025-03-03$68,203$2,363$2,363$65,840
6084.91 MFO METROPOLITAN WEST FDS UNCONSTRAINED BD FD CL I SHS2023-06-302025-03-03$63,283$915$915$62,368
FieldValueIRS element (for citing)
Capital Gain Net Income$12,617,798CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,953,104NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$230,995InvestmentIncomeExciseTaxAmt
Subtotal$230,995SubtotalAmt
Tax Based On Investment Income$230,995TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$230,574EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$230,574TotalPaymentsAndCreditsAmt
Original Return Tax Paid$230,574OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$84EsPenaltyAmt
Tax Due$505TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJoseph J GrisetaIndividualWithBooksNm
Phone3123724417PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1104 S Michigan Ave Suite 1310AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
John J Sheridan
1900 Hollister DriveLibertyvilleIL60048Director002.00$20,000
R Matthew Simon
104 S Michigan Ave Suite 1310ChicagoIL60603President040.00$301,000$99,166
Charles A Vorhees
2307 Possum Hollow RoadNew PhiladelphiaOH44663Director002.00$20,000
Cherryl T Thomas
1335 S Prarie STE 16101720ChicagoIL60605Directoor002.00$20,000
R Matthew Simon
104 S Michigan Ave Suite 1310ChicagoIL60603Member004.00$25,000
Mark T Simon
217 KedzieEvanstonIL60202Member004.00$25,000
Joseph J Griseta
660 Heather LaneBartlettIL60103Associate Director040.00$258,750$35,625
Stephanie Simon
5555 N Sheridan Rd Apt 303ChicagoIL60640Member004.00$25,000
Virginia Groark Hale
2042 W Bradley PlChicagoIL60618Member002.00$20,000

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
Lynn M Griseta
660 Heather LaneBartletIL60103Administrative assis040.00$57,125$25,482
Daniel Simon
5555 N Sheridan Rd STE 1003ChicagoIL60640Administrator040.00$87,750$32,008
Justin Simon
5555 N Sheridan Rd Suite 303ChicagoIL60640Financial Analyst040.00$62,250

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Rickard Schwartz
538 Ulster WayDenverCO80230Investment Management$82,000
The Northern Trust Company
50 S LaSalle StChicagoIL60603Custodian$67,379

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$161,858,921AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$161,858,921TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$161,858,921AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,427,884CashDeemedCharitableAmt
Net Vl Noncharitable Assets$159,431,037NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,971,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,971,552MinimumInvestmentReturnAmt
Tax Based On Investment Income$230,995TaxBasedOnInvestmentIncomeAmt
Total Tax$230,995TotalTaxAmt
Distributable Before Adj$7,740,557DistributableBeforeAdjAmt
Distributable Before Ded$7,740,557DistributableBeforeDedAmt
Distributable As Adjusted$7,740,557DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,983,278ExpensesAndContributionsAmt
Qualifying Distributions$6,983,278QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,740,557DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$927,617ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$461,935ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,389,552TotalExcessDistributionCyovAmt
Qualifying Distributions$6,983,278QualifyingDistributionsAmt
Applied To Current Year$6,983,278AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$757,279ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$757,279ExcessDistributionCyovAppCYAmt
Total Corpus$632,273TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$632,273ExcessDistriCyovToNextYrAmt
Excess From Year2$170,338ExcessFromYear2Amt
Excess From Year1$461,935ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJoseph J GrisetaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1104 S Michigan Ave Suite 1310AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3123724471RecipientPhoneNum
Form And Info And MaterialsApplication form, available upon requestFormAndInfoAndMaterialsTxt
Submission DeadlinesDecember 31 for consideration in year ending March 31SubmissionDeadlinesTxt
Restrictions On AwardsMust be organization exempt under Sect 501c3RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (555 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
11th Street Church of God
11th and North Water StUrichsvilleOH44683NCMatching Grant$2,500
11th Street Church of God
11th and North Water StUrichsvilleOH44683NCMatching Grant$2,500
Access Living of Chicago
115 W Chicago AveChicagoIL60654NCTo support the Access Living Youth Institute to give youth with disabilities the tools they need to live independent lives$50,000
Advocate IL Masonic Med Center
3075 Highland PkwyDowners GroveIL60004NCTo support Mobile Dental Program providing preventive and restorative dental treatment in underserved communities$10,000
Advocates for Justice and Education
1200 G St NEW Ste 650WashongtonDC20005NCMatching Grant$1,000
Aid for Women
8 S Michigan Ave 1416ChicagoIL60603NCDiscretionary Grant$3,000
Aid for Women
8 S Michigan Ave 1416ChicagoIL60603NCMatching Grant$3,000
Aid for Women
8 S Michigan Ave 1416ChiagoIL60603NCTo support operation of residential program, Heathers House, for mothers and their children$10,000
Amate House
3600 S Seeley AveChicagoIL60609NCTo support Amate House Fellows working in schools and non-profits across the City of Chicago$10,000
Amer Federation Pueri Cantores
1188 N Tustin StreetOrangeCA92867NCMatching Grant$500
Amer Federation Pueri Cantores
1188 N Tustin StreetOrangeCA92867NCTo support the 2025 choral festival in Chicago, at Holy Name Cathedral, and to expand staff$15,000
American Express
1140 W Jackson BlvdChicagoIL60607NCMercy Homes Annual Graduates Luncheon$150
American Jesuits International
1726 New Hampshire Ave NWWashingtonDC20009NCFor Haiti$1,000
American Jesuits International
1726 New Hampshire Ave NWWashingtonDC20009NCFor Lebanon/Syria$1,000
American Red Cross- Muskingum
734 Fair Ave NWCantonOH44663NCTo support lifesaving Disaster Preparedness, Response Recovery work in Tuscarawas County, OH including helping families after home fires$10,000
American Solar Energy Soc
2525 Arapahoe AveBoulderCO80302NCMatching Grant$5,000
American Solar Energy Soc
2525 Arapahoe AveBoulderCO80302NCTo expand participation in a virtual and in-person hybrid technology for the annual conference, Solar 2025$15,000
Americans United for Life
1150 Connecticut AveWashingtonDC20036NCMatching Grant$1,000
Americans United for Life
1150 Connecticut AveWashingtonDC20036NCTo support the American Life Initiative$10,000
Angelic Organics Learning Center
1647 W Gfulton StChicagoIL60612NCDiscretionary Grant$5,000
Animal Legal Defense Fund
525 E Cotati AveCotatiCA94931NCTo support the Criminal Justice Program for prosecution of animal cruelty cases and improvement of animal protection laws$25,000
Animal Welfare Society- ME
46 Holland RdKennebunkME04043NCFor the Mother Spay Program, which provides free spay surgery for the mother and adoption services for the puppies or kittens$10,000
Aquinas Literacy Center
1751 West 35th StChicagoIL60609NCDiscretionary Grant$500
Aquinas Literacy Center
1751 West 35th StChicagoIL60609NCFor operating expenses to continue to provide and develop programs to meet needs of the learners through improved English language literacy$10,000
Archdiocese of Chicago
835 NorthRush StreetChicagoIL60611NCMatching Grant$10,000
Archdiocese of Chicago Tolton Society
3525 South Lake Park AvenueChicagoIL60653NCDiscretionary Grant$5,000
Ascension-Alexian Cntr for Mental Health
3436 N Kennicott AveArlington HeightsIL60004NCTo support education program for adults living with mental illness, cover salary of an education coach to help clients$15,000
Aspiritech NFP
1770 First Street Suite 108EvanstonIL60035NCDiscretionary Grant$500
Aspiritech NFP
1770 First Street Suite 108EvanstonIL60035NCTo help fund hiring and employment of additional support staff who provide essential resources to employees on the Autism Spectrum$15,000
Barbara Olson Cntr of Hope
3206 N Central AveRockfordIL61101NCTo implement garden improvements to remove a barrier for those with limited mobility and make the garden more accessible$10,000
Basilica of St Josaphat
2333 S 6th StreetMilwaukeeWI53172NCMatching Grant$2,500
Basilica of St Josaphat
2333 S 6th StreetMilwaukeeWI53172NCTo complete a chapel in the Parish school to be used for prayer and as a quiet space for students exhibiting anxiety$15,000
Beacon Place
603 S McAlister AveWaukeganIL60085NCFor the Education and Enrichment Program for underserved children in grades K-7 to prepare children for success in high school and beyond$7,500
Bellarmine Jesuit Retreat House
420 W County Line RdBarringtonIL60010NCDiscretionary Grant$500
Bellarmine Jesuit Retreat House
420 W County Line RdBarringtonIL60010NCTo support plans for the replacement of the second of three aging HVAC air handlers in its Conference Center$15,000
Benedictine Sisters of Chicago
7430 N Ridge BlvdChicagoIL60645NCDiscretionary Grant$500
Benedictine Sisters of Chicago
7430 N Ridge BlvdChicagoIL60645NCTo support continuing educational needs of Sisters who seek additional knowledge to better perform their assignments$10,000
Bethany House of Hospitality
7430 N Ridge BlvdChicagoIL60645NCDiscretionary Grant$1,000
Bethany House of Hospitality
7430 N Ridge BlvdChicagoIL60645NCTo provide a welcoming and safe environment for young women seeking asylum, including educational and medical assistance$15,000
Bethlehem Farm
PO Box 415TalcottWV24981NCTo support Repairing Homes, Renewing Communities Program which engages volunteers in safety and weatherization home repairs$5,000
Bethlehem University Fdn
PO Box 355BeltsvilleMD20704NCMatching Grant$1,500
Bethlehem University Fdn
PO Box 355BeltsvilleMD20704NCTo purchase new Samsung tablets for use by the teaching faculty and staff for teaching in a hybrid classroom model$35,000
Big Brothers Big Sisters
560 W Lake St 5ChicagoIL60661NCDiscretionary Grant$5,000
Big Shoulders Fund
212 W Van Buren St Suite 900ChicagoIL60607NCMatching Grant$900
Big Shoulders Fund
212 W Van Buren St Suite 900ChicagoIL60607NCMiscellaneous Board Grant Marathon$1,500
Big Shoulders Fund
212 W Van Buren St Suite 900ChicagoIL60607NCMiscellaneous Board Grant Marathon$1,500
Big Shoulders Fund
212 W Van Buren St Suite 900ChicagoIL60607NCDiscretionary Grant$10,000
Big Shoulders Fund
212 W Van Buren St Suite 900ChicagoIL60607NCTo provide scholarships, leadership development for school leaders and educators and academic enrichment programs$100,000
Bishop Anderson House
1653 W Congress Pkwy JEL 64ChicagoIL60612NCFor the spirituality and wellness self-care program to prevent medical staff burnout and improve patient care$10,000
Bishop Noll Institute
1519 Hoffman StHammondIN46327NCTo support the Fielding Our Future project, including completion of phase two of the outdoor athletics facilities$10,000
Blessings in a Backpack
4121 Shelbyville RdLouisvilleKY40207NCDiscretionary Grant$2,500
Blessings in a Backpack
4121 Shelbyville RdLouisvilleKY40207NCMatching Grant$2,500
BOMA Chicago Fdn
115 S LaSalle StChicagoIL60603NCMatching Grant$3,500
Books & Breakfast
419 Greenwood StreetEvanstonIL60201NCTo help alleviate the systemic racism on Black and Latinx students in Evanston by filling gaps in resources$15,000
Boulevard of Chicago
3456 W Franklin BlvdChicagoIL60624NCTo provide housing, medical respite, Medicaid behavioral health services and workforce development$10,000
Boys & Girls Clubs Chicago
2102 W Monroe StChicagoIL60612NCFor youth development programs in Chicagos neediest and most underserved communities$25,000
Boys Hope Girls Hope of IL
1100 N Laramie AveWilmetteIL60091NCDiscretionary Grant$500
Boys Hope Girls Hope of IL
1100 N Laramie AveWilmetteIL60091NCMatching Grant$1,080
Boys Hope Girls Hope of IL
1100 N Laramie AveWilmetteIL60091NCFor ACT prep, professional tutoring and therapy, and construction renovations for boys and girls homes$35,000
BraveHearts Therapeutic Riding
7319 Maxon RdHarvardIL60033NCTo purchase food and care for 53 therapy horses, which are the core of the operations, offering therapeutic riding and horsemanship$15,000
Bread for the World Institute
425 3rd Street SW Suite 1200WashingtonDC20024NCMatching Grant$1,500
Bread for the World Institute
425 3rd Street SW Suite 1200WashingtonDC20024NCTo support policy work and education to reduce hunger in the United States and to work with churches for those in need$35,000
Calumet College of St Joseph
2400 New York AveWhitingIN46384NCDiscretionary Grant$500
Calumet College of St Joseph
2400 New York AveWhitingIN46384NCTo support the Brach Internship Program to place student interns where their contributions are enhancing the community$25,000
Canine Companions for Independence
7480 New Albany Condit RdNew AlbanyOH43054NCTo train canine companions for people with disabilities and a lifetime of support at no cost to recipients in Illinois$10,000
Canine Therapy Corps
3918 W Fullerton AveChicagoIL60647NCTo support animal-assisted interventions, including direct program costs, as well as development, evaluation and staffing expenses$15,000
Cara Program Collective
237 S DesplainesChicagoIL60661NCTo support general operations to ensure enough resources to help more people affected by poverty and homelessness, and create/secure jobs$10,000
Care For Real
5840 N BroadwayChicagoIL60660NCDiscretionary Grant$500
Casa Esperanza Project
8801 S Saginaw AveChicagoIL60617NCFor supportive services such as health and wellness, life skills, education, and financial literacy programs for homeless women and children$10,000
Casa Romero Renewal Cntr
423 W Bruce StMilwaukeeWI53204NCMatching Grant$2,500
CAST Water Safety Foundation
7628 Madison StForest ParkIL60130NCMatching Grant$450
Catalyst Schools
5608 W Washington BlvdChicagoIL60629NCTo provide Lasallian Formation professional development opportunities to 10 members of faculty and staff$10,000
Catherine's Caring Cause
10277 S Homen AveEvergreen ParkIL60805NCTo procure and furnish housing and rent for asylum seekers$10,000
Catherine's Caring Cause
10277 S Homen AveEvergreen ParkIL60805NCDiscretionary Grant$10,000
Catherine's Caring Cause
10277 S Homen AveEvergreen ParkIL60805NCMatching Grant$15,000
Catherine's Caring Cause
10277 S Homen AveEvergreen ParkIL60805NCMatching Grant$25,000
Catherine's Caring Cause
10277 S Homen AveEvergreen ParkIL60805NCMatching Grant$30,000
Catholic Art Institute
501 Union St Suite 400NashvilleTN37219NCReplacement check for Check 24795 for Board Grant at March meeting to support the costs of the 2024 Conerence and Choral Concert in Chicago slated for August$5,000
Catholic Charities Chicago
721 N LaSalle StChicagoIL60654NCMatching Grant$4,500
Catholic Charities Chicago
721 N LaSalle StChicagoIL60654NCMatching Grant$10,000
Catholic Charities Chicago
721 N LaSalle StChicagoIL60654NCFor general operating support in Fiscal Year 2025$50,000
Catholic Extension Soc USA
150 S Wacker DrChicagoIL60606NCDiscretionary Grant$1,000
Catholic Extension Soc USA
150 S Wacker DrChicagoIL60606NCFor the needs of mission dioceses, including support of religious education and faith formation programs, building churches and facilities$50,000
Catholic Lawyers Guild of Chicago
515 N State StChicagoIL60654NCMatching Grant$400
Catholic Lawyers Guild of Chicago
515 N State StChicagoIL60654NCMatching Grant$1,000
Catholic Lawyers Guild of Chicago
515 N State StChicagoIL60654NCDiscretionary Grant$3,500
Catholic Mobilizing Network
415 Michigan Ave Suite 210WashingtonDC20017NCTo support expansion of restorative justice programming, including the Conversations in Communion program$5,000
Catholic Theological Union
5401 S Cornell AveChicagoIL60615NCDiscretionary Grant$2,500
Catholic Theological Union
5401 S Cornell AveChicagoIL60615NCBlessed are the Peacemakers Trustee Dinner$5,000
Catholic Theological Union
5401 S Cornell AveChicagoIL60615NCTo support the Brach Scholars-Leaders in Ministry program for exceptional students pursuing graduate degree in theology$50,000
CENAES
3014 14th St NWWashingtonDC20009NCMatching Grant$1,000
Center for Disability & Elder Law
205 W Randolph St Suite 1610ChicagoIL60606NCFor free legal services to low-income seniors and people with disabilities, including adult guardianship Self-Help Desk$15,000
Center for Working Families
12605 W North AveBrookfieldWI53005NCDiscretionary Grant$2,500
Center of Higher Development
3515 S Cottage Grove AveChicagoIL60653NCSupport for after-school time programs, including special training in STEM subjects and the arts$10,000
Charity Guild of Catholic Women -Harris
1203 Lovett BoulevardHoustonTX77006NCDiscretionary Grant$7,500
Chicago Bible Society
4300 N Hermitage AveChicagoIL60613NCMatching Grant$1,000
Chicago Bible Society
4300 N Hermitage AveChicagoIL60613NCChicago Bible Society Luncheon 10-8-24$10,000
Chicago Bible Society
4300 N Hermitage AveChicagoIL60613NCTo support Project Philip and provide Bibles to the jails, and the new Family Connection and Care Program$10,000
Chicago Coalition to End Homelessness
70 E Lake StreetChicagoIL60601NCDiscretionary Grant$1,000
Chicago Coalition to End Homelessness
70 E Lake StreetChicagoIL60601NCFor operations including the Bring Chicago Home housing campaign, Re-Entry Project, and Youth Futures mobile legal aid clinic$15,000
Chicago Council on Global Affairs
180 N Stetson Ave Ste 1400ChicagoIL60601NCMatching Grant$4,500
Chicago Council on Global Affairs
180 N Stetson Ave Ste 1400ChicagoIL60601NCMatching Grant$9,000
Chicago Debate Commission
67 East Madison St Suite 1616ChicagoIL60603NCTo support competitive debate program serving mostly low-income students of color, expanding college access and life opportunities$10,000
Chicago Jesuit Academy
5058 W Jackson BlvdChicagoIL60644NCDiscretionary Grant$500
Chicago Jesuit Academy
5058 W Jackson BlvdChicagoIL60644NCTo provide scholarship support for the young men in the class of 2026 at the Academy$35,000
Chicago Lighthouse
1850 W Roosevelt RdChicagoIL60608NCTo support Birth-To-Three Early Intervention Program which provides support to infants and toddlers with visual impairments$15,000
Chicago Public Library Fdn
200 W Madison St 3rd FloorChicagoIL60606NCDiscretionary Grant$10,000
Chicago Religious Leadership Net
5655 S University Ave Room 23ChicagoIL60637NCTo support educational activities about U.S. policies in the Americas linked to advocacy activities$10,000
Chicago School of Violin Making
3636 Oakton StreetSkokieIL60076NCTo continue the employment of a Teaching Assistant providing one-on-one instruction in violin making, maintenance and repair$10,000
Chicago Youth Centers
218 S Wabash Ave Suite 510ChicagoIL60604NCTo support early learning out-of-school time enrichment and family engagement programs for children$10,000
Chicago Zoological Society Brookfield Zoo
3300 Golf RoadBrookfieldIL60513NCBrookfield Zoo Gala$10,000
Chicago Zoological Society Brookfield Zoo
3300 Golf RoadBrookfieldIL60513NCFor the Dept. of Animal Health, Welfare and Science supporting scientific initiatives in animal welfare and daily care of animals$50,000
Children of Peace School
1900 W Taylor StChicagoIL60612NCFor scholarships/aid for the only Catholic school for the deaf and hard of hearing, and to purchase specialized equipment for the deaf$15,000
Children's Oncology Services
213 W Institute Pl Suite 410ChicagoIL60610NCTo support the 2025 equine Dude Ranch therapy program at Camp One Step for children ages 11-16 diagnosed with cancer$15,000
Child's Voice
180 Hansen CtWood DaleIL60191NCFor Early Intervention Program which offers crucial service to children with hearing loss, offering foundational skills to learn to listen and speak$15,000
Chimp Haven
13600 Chimpanzee PlKeithvilleLA71047NCTo support care for nearly 300 retired chimpanzees, including veterinary care, husbandry, and enrichment$10,000
Christ the King College Prep
5088 W Jackson BlvdChicagoIL60644NCDiscretionary Grant$1,000
Christ the King College Prep
5088 W Jackson BlvdChicagoIL60644NCTo support the Adopt-a-Student scholarship program for low-income students$25,000
Christian Bros of the Midwest
7650 S County Line RdBurr RidgeIL60527NCTo support the new Formation of Teachers Program LIFT, designed to increase the presence of male teachers in K-12 classrooms,$10,000
Christian Children's Home Ohio
2685 Armstrong Road WWoosterOH44691NCTo replace outdated, worn and dilapidated CPR manikins for training in all ministries and to purchase AED units for the counseling offices$10,000
Circle of Friends
709 48th StreetWestern SpringsIL60558NCTo fund a trip to Colonial Williamsburg for mentally and developmentally challenged high school students$5,000
Come to Believe Foundation
PO Box 786New YorkNY10150NCDiscretionary Grant$5,000
Come to Believe Foundation
PO Box 786New YorkNY10150NCTo implement a pilot program of continuous improvement teams across institutions within the Come to Believe Network$10,000
Common Pantry
3744 N Damen AveChicagoIL60618NCMatching Grant$450
Commonweal
475 Riverside Dr Room 244New YorkNY10115NCMatching Grant$5,000
Commonweal Foundation
475 Riverside Dr Room 244New YorkNY10115NCDiscretionary Grant$1,000
Commonweal Foundation
475 Riverside Dr Room 244New YorkNY10115NCTo focus on greater inclusivity by expanding content and audience reach to reflect Latinx and other voices and concerns$10,000
Community Health
2611 W Chicago AveChicagoIL60622NCTo provide free comprehensive health care to low-income uninsured and underinsured patients at a health center in Chicago$15,000
Concordia Place
3855 N Seeley AveChicagoIL60618NCFor the Teen Leadership Program providing job-readiness and skill building activities through a social enterprise business$10,000
Congregation of the Cenacle
3800 W Peterson AvenueChicagoIL60659NCDiscretionary Grant$500
Congregation of the Cenacle
3800 W Peterson AvenueChicagoIL60659NCTo upgrade database and computer equipment for outreach related to retreats, spiritual direction, seminars and workshops for 2024$10,000
COOL Ministries
800 W Glen Flora AveWaukeganIL60085NCTo provide direct services to participants of family housing program, including food, case management and shelter costs$7,000
Corazon a Corazon
12731 S Wood StBlue IslandIL60406NCDiscretionary Grant$500
Corazon a Corazon
12731 S Wood StBlue IslandIL60406NCTo provide adult ESL and literacy services to Hispanic adults, and after-school educational enrichment services to disadvantaged children$15,000
Cornerstone Community Outreach
4628 N Clifton AveChicaogIL60640NCTo support the case management team and fund vital support staff to meet the needs of the homeless$5,000
Council of Religious Leaders Metro Chgo
1345 Avenue of the Americas 2nd FLNew YorkNY10105NCTo support Next Generation Interfaith Forums, a series of three half-day programs in 2024 for emerging faith leaders$10,000
COURAGE Program
St Germaine Parish 9711 S KolinOak LawnIL60453NCDiscretionary Grant$500
COURAGE Program
St Germaine Parish 9711 S KolinOak LAwnIL60453NCTo provide baby-care items, educational and social opportunities to single mothers and those dealing with unplanned pregnancies$10,000
Cristo Rey Jesuit HS
1852 W 22nd PlaceChicagoIL60608NCMatching Grant$450
Cristo Rey Jesuit HS
1852 W 22nd PlaceChicagoIL60608NCDiscretionary Grant$1,000
Cristo Rey Jesuit HS
1852 W 22nd PlaceChicagoIL60608NCTo support the financial aid fund for families who apply and qualify for additional financial assistance$25,000
Cristo Rey Network
11 E Adams St Ste 800ChicagoIL60603NCTo support the mission development programming led by Chief Mission and Identity Officer, Jim Gartland, S.J.$10,000
Cristo Rey St Martin Coll Prep
3106 Belvidere RdWaukeganIL60085NCMatching Grant$450
Cristo Rey St Martin Coll Prep
3106 Belvidere RdWaukeganIL60085NCDiscretionary Grant$1,000
Cristo Rey St Martin Coll Prep
3106 Belvidere RdWaukeeganIL60085NCFor operating support to continue to provide high-quality college preparatory education to students of limited means$25,000
Cure SMA
925 Busse RdElk Grove VilliageIL60007NCTo expand local support and care package programs which will benefit children and adults living with Spinal Muscular Atrophy SMA$5,000
Danny Did Foundation
3008 Central St Suite 203EvanstonIL60201NCFor immediate, near-term relief to families who face epilepsy through access to seizure monitoring systems to those who cannot afford them$10,000
Darien Study Center Inc
7800 Cass AveDarienIL60561NCMatching Grant$3,000
Daughters of Divine Love
91136 Melugins Grove Rd PO Box 73ComptonIL61318NCDiscretionary Grant$500
Daughters of Divine Love
91136 Melugins Grove Rd PO Box 73ComptonIL61318NCDiscretionary Grant$1,750
Daughters of Divine Love
91136 Melugins Grove Rd PO Box 73ComptonIL61318NCTo support the education of a sister studying for a Bachelors Degree in Nursing and another sister studying for a degree in Social Work$15,000
Daughters of St Paul
172 N Michigan AveChicagoIL60601NCTo support Phase 1 of furniture replacement beds and mattresses at the Daughters of St. Pauls St. Thecla Retreat Center$10,000
David's Educational Opportunity Fund
5725 Bittersweet PlaceMadisonWI53705NCDiscretionary Grant$2,500
De La Salle Institute
3434 S Michigan AveChicagoIL60616NCFor recouped expenses for Student Life The Bansley Center and Toth Foyer renovations project$15,000
Delta Institute
35 E Wacker Ste 1760ChicagoIL60601NCFor a collaborative project to improve the water quality of the Calumet River and creating two stormwater wetlands along Lake Calumet$10,000
Dennison Railroad Depot Museum
400 Center St Dennison OH 44621DennisonOH44621NCDiscretionary Grant$5,000
Dental Lifeline Net IL
PO Box 10342PeoriaIL61612NCFor the IL Donated Dental Services Program to restore the oral health of low-income disabled persons, the elderly and the medically fragile$10,000
DePaul College Prep Fdn
3300 N CampbellChicagoIL61618NCMatching Grant$9,000
DePaul College Prep Fdn
3300 N CampbellChicagoIL61618NCMatching Grant$9,000
DePaul College Prep Fdn
3300 N CampbellChicagoIL61618NCTo support the One Dream, All In Campaign for the Future of DePaul College Prep$25,000
DePaul University
1 E Jackson BlvdChicagoIL60604NCFor Egan Hope Scholars program for low-income students from a public high school, especially first-generation, and committed to social justice$35,000
Depaul USA Inc
1 E Jackson BlvdCHicagoIL60604NCFor housing and supportive services for homeless or housing insecure college students in Chicago$7,500
Depression & Bipolar Support Alliance
55 E Jackson Blvd Ste 490ChicagoIL60604NCMatching Grant$1,350
Devices 4 the Disabled
9380 Chestnut AveFranklin ParkIL60131NCMisc. Board Grant upon Report at Board Meeting$1,500
Devices 4 the Disabled
9380 Chestnut AveFranklin ParkIL60131NCFor refurbishing and redistributing donated medical equipment, ensuring that individuals in need can lead fulfilling lives$15,000
Diocese of Belleville Daystar
222 S Third StreetBellevilleIL62220NCDiscretionary Grant$500
Diocese of Belleville Daystar
222 S Third StreetBellevilleIL62220NCTo provide support for Daystar Community Program which operates food pantry, mobile food pantry, thrift store and soup kitchen$15,000
Diversity Scholarship Foundation
PO Box 641573ChicagoIL60646NCMatching Grant$1,000
Dominican University
7900 W Division StRiver ForestIL60305NCFor the Brach Hardship Fund the St. Catherine of Siena Center and the Caritas Veritas Symposium$50,000
Enchanted Backpack
155 N Wacker Dr Ste 1680ChicagoIL60606NCMatching Grant$450
Engineers Without Borders
1031 33rd StreetDenverCO80205NCMatching Grant$5,000
Environmental Law & Policy Center
35 E Wacker Dr Suite 1600ChicagoIL60601NCMatching Grant$2,500
Environmental Law & Policy Center
35 E Wacker Dr Suite 1600ChicagoIL60601NCTo support rapid response litigation and advocacy to protect wildlife biodiversity and habitat in the Great Lakes region$35,000
Equestrian Connection
872 S Milwaukee 273LibertyvilleIL60048NCTo provide financial assistance to participants in the Wranglers program which provides equine therapy to young adults with special needs$15,000
Equine Dreams
9775 Fox River DrNewarkIL60541NCTo build-out 9 stalls in a newly constructed barn for therapy horses to serve individuals with special needs$10,000
Eternal Word TV Network
5817 Old Leeds RdIrondaleAL35210NCTo support enhancement of programming providing capacity to cover more topics of interest to Christians worldwide$7,500
Ethics & Public Policy Center
1730 M Street NW Suite 910WashingtonDC20036NCTo support work of Mary Hallan FioRito, as part of Building a Culture of Life project$5,000
Experimental Station
6100 S Blackstone AveChicagoIL60637NCTo support the youth education program, Blackstone Bicycle Works, which teaches mechanical and business skills to underserved youth$15,000
Fabretto Children's Foundation
1563 Sherman Ave Suite 201EvanstonIL60201NCTo implement the Strengthening Preschool Education in Vulnerable Communities of Honduras program in 2025$10,000
Facing Forward to End Homelessness
642 N Kedzie AveCHicagoIL60612NCFor rental and other direct assistance for families and individuals experiencing chronic homelessness and living with a disability$5,000
Family Service & Mental Health Cicero
5341 W Cermak RdCiceroIL60804NCTo support the services of children and families who may be affected by immigration policies$5,000
Family Service & Mental Health Cicero
5341 W Cermak RdCiceroIL60804NCDiscretionary Grant$10,000
Fidelity House-St Agnes Parish
2651 S Central Park AveChicagoIL60623NCMatching Grant$2,500
Flying Horse Farms
5260 State Route 95Mt GileadOH43338NCTo support 2025 camp sessions for children with serious illnesses and their families, including medical, psychosocial and food services$10,000
Food Animal Concerns Trust
3525 W Peterson Ave Suite 213ChicagoIL60659NCTo support Food Safety and Humane Farming Programs to help farmers use humane practices to improve farm animal welfare$25,000
FORA- Forging Opportunities
1723 W Devon Ave PO Box 60085ChicagoIL60660NCDiscretionary Grant$500
FORA- Forging Opportunities
1723 W Devon Ave PO Box 60085ChicaogIL60660NCTo support the Family-School Partnership Program to empower refugee parents to navigate the Chicago Public School system$15,000
Forefront
200 W Madison St Ste 2ChicagoIL60606NCMiscellaneous Board Grant$16,213
Foundation for Children in Need Inc
725 N Pine AveArlington HeightsIL60004NCDiscretionary Grant$1,500
Foundation for Children in Need Inc
725 N Pine AveArlington HeightsIL60004NCMatching Grant$2,500
Foundation for Children in Need Inc
725 N Pine AveArlington HeightsIL60004NCDiscretionary Grant$10,000
Foundation for Children in Need Inc
725 N Pine AveArlington HeightsIL60004NCTo provide 250 each to 100 individuals suffering from muscular dystrophy in India, to help alleviate hardship$15,000
Foundation for Culinary Arts
1016 W Jackson BlvdChicagoIL60607NCFor Yes, Chef Culinary Camps for 2024-25, which includes three one-day bootcamps and one week-long summer session for students$5,000
Foundation for Hearing & Speech
PO Box 180018ChicagoIL60618NCFor the school-based Music to My Ears Program which brings the life-long benefits of music to deaf and hard of hearing children$10,000
Franciscan Outreach
717B W 18th StChicagoIL60616NCDiscretionary Grant$500
Franciscan Outreach
717B W 18th StChicagoIL60616NCTo support the Case Management Program which provides care and support to men and women who are marginalized and homeless$15,000
Franciscan Sisters of the Renewal
232 E 113th StreetNew YorkNY10029NCMatching Grant$2,000
Franciscans of the Eucharist of Chicago
3808 W Iowa StChicagoIL60651NCMatching Grant$5,000
Franciscans of the Eucharist of Chicago
3808 W Iowa StChicagoIL60651NCTo assist the Sisters in educating the Formation Team and preparing Sisters for teaching in Catholic schools$10,000
Fraternite Notre Dame
502 N Central AveChicagoIL60644NCDiscretionary Grant$500
Fraternite Notre Dame
502 N Central AveChicagoIL60644NCDiscretionary Grant$1,750
Fraternite Notre Dame
502 N Central AveChicagoIL60644NCTo support food service programs located in the Austin area on the West Side of Chicago$15,000
Friends of the Homeless
211 E High Ave New Philadelphia OHNew PhiladelphiaOH44663NCMatching Grant$2,500
Friends of the Homeless
211 E High Ave New Philadelphia OHNew PhiladelphiaOH44663NCDiscretionary Grant$5,000
Georgetown University
3220 N Street NW Suite 201WashingtonDC20007NCDiscretionary Grant$2,000
Georgetown University
3220 N Street NW Suite 201WashingtonDC20007NCMatching Grant$3,000
Giordano Dance Chicago
1754 N Clark StCHicagoIL60614NCFor operating support for educational and artistic jazz dance programming during 2025 fiscal year$7,500
Grace Giving
100 Morris AveSummitNJ07901NCDiscretionary Grant$2,500
Greater Chicago Food Depository
4100 W Ann Lurie PlaceChicagoIL60632NCDiscretionary Grant$2,500
Greater Chicago Food Depository
4100 W Ann Lurie PlaceChicagoIL60632NCMatching Grant$5,000
Greater Chicago Food Depository
4100 W Ann Lurie PlaceChicagoIL60632NCTo support the Food Purchase for Hunger Relief Initiatives so community members have access to healthy food$50,000
Greater Chicago Legal Clinic
17 N State Street Suite 1710ChicagoIL60602NCFor operating support in providing free or low cost legal services and immigration services$15,000
Grid Alternatives
1171 Ocean Avenue Ste 200OaklandCA94608NCMatching Grant$5,000
Growing Home Inc
6429 S Honore StreetChicagoIL60636NCTo support the Food Access Program to increase the availability of healthy produce and end food deserts in Greater Englewood$10,000
Hadley
700 Elm StreetWinnetkaIL60093NCTo support activities that promote social and emotional wellness for people living with vision loss and blindness$10,000
Harris Theater for Music & Dance
205 E Randolph StChicagoIL60601NCTo support general operations for the Theaters 2024/2025 Season$35,000
Have Dreams
515 Busse Hwy Suite 150Park RidgeIL60068NCTo provide autism-specific training and on-the-job experience for adults with autism through internships in real work environments$10,000
Haymarket McDermott Center
120 N Sangamon StChicagoIL60607NCTo support the free onsite childcare program for the children of mothers in residential treatment for substance use disorder$10,000
Hephzibah Children's Assoc
1144 Lake Street 5th FloorOak ParkIL60301NCTo provide for critical therapeutic, health care and education needs of children recovering from severe trauma of physical and/or sexual abuse$10,000
Heritage Christian Schools
2107 6th Street SWCantonOH44706NCTo renovate the Sixth Street entrance in the school building built in the 1920s, to reopen the entrance for student bus traffic$10,000
Holy Family Ministries
3415 W Arthington StChicagoIL60624NCMatching Grant$1,500
Holy Family Ministries
3415 W Arthington StChicagoIL60624NCFor scholarship funds to enable at-risk students with limited means access to quality education offered at faith-based elementary school$10,000
Holy Trinity HS
1443 W Division StChicagoIL60642NCMatching Grant$2,250
Holy Trinity HS
1443 W Division StChicagoIL60642NCTo give Chicagos youth an excellent education regardless of their families ability to afford tuition$25,000
Hooved Animal Humane Society
10804 McConnell Rd Woodstock IL 600WoodstockIL60098NCMatching Grant$500
Hooved Animal Rescue & Protect Soc
244 Oak Knoll RdBarrington HillsIL60010NCFor care and rehabilitation of hooved animals impounded under Illinois Humane Care for Animals Act, and shelter and supervision of animals$25,000
Hospice of Tuscarawas Cnty
716 Commerical Avenue SWNew PhiladelphiaOH44663NCMatching Grant$1,000
Housing Forward
1851 S 9th AveMaywoodIL60153NCDiscretionary Grant$500
Housing Forward
1851 S 9th AveMaywoodIL60153NCTo support wraparound programming to enable clients transitions from survival to self-sufficiency, including supportive housing$25,000
Housing Opport & Mtce for Elderly
1419 W Carroll Ave Floor 2ChicagoIL60607NCTo support Upkeep Repair program which provides elderly homeowners with access to affordable repairs$10,000
Housing Options for Mentally Ill
565 Howard StEvanstonIL60202NCTo support comprehensive services through Impacts Housing, Clinical, and Employment programs to help those with mental illness$10,000
Humane Society of Harrison County
2450 Saltwell RoadShinnstonWV26431NCMatching Grant$5,000
Humble Design- Chicago
431 W Pershing RdChicagoIL60609NCTo design and fully furnish home interiors for individuals, families and veterans emerging from homelessness$10,000
Hungry World Farm
PO Box 386TiskilwaIL61368NCTo support Hungry World Farm interns, New Lead Market Gardener, and Land Program Specialist for training and educational purposes$10,000
Hyde Park Institute
1407 E 60th StreetChicagoIL60637NCTo support the Chicago Moral Philosophy Initiative to create for-credit courses at the University of Chicago on character formation$10,000
Ignatian Spirituality Project
205 W Monroe St Suite 317ChicagoIL60608NCMatching Grant$450
Ignatian Spirituality Project
205 W Monroe St Suite 317ChicagoIL60608NCDiscretionary Grant$500
Ignatian Spirituality Project
205 W Monroe St Suite 317ChicagoIL60608NCTo provide opportunities for community healing to men and women in recovery from homelessness and addiction$10,000
IL Community for Displaced Immigrants
303 E Wacker Dr Ste 2108ChicagoIL60601NCDiscretionary Grant$5,000
IL Community for Displaced Immigrants
303 E Wacker Dr Ste 2108ChicagoIL60601NCMatching Grant$25,000
IL Community for Displaced Immigrants
303 E Wacker Dr Ste 2108ChicagoIL60601NCFor wrap around care and assistance given to asylum seekers in Chicago including those sent by the State of Texas$35,000
Illinois Equine Humane Center
47 W 635 Beith RdMaple ParkIL60151NCTo replace fencing used to keep the horses safely confined to the paddocks and pastures$10,000
Illinois Solar Education Association
1281 Brummel AveElk Grove VillageIL60007NCMatching Grant$2,500
Imagination Theatre
1020 W Bryn Mawr AveChicagoIL60660NCTo support the Child Sexual Abuse Prevention Program with interactive theater and facilitated discussion to prevent abuse$5,000
Immigration Project
211 Landmark Dr Suite B3ANormalIL61761NCTo support immigrant survivors of trauma in obtaining stability, safety and advocating for lawful permanent residency$25,000
Inspiration Corporation
4554 N Broadway Suite 207ChicagoIL60640NCTo support general operations including workforce development, permanent supportive housing, and supportive services$15,000
Institute on Religious Life
PO Box 7500LibertyvilleIL60048NCTo help underwrite the National Meeting in Mundelein, IL and to assist in launching a new Podcast series$10,000
International Crane Foundation
E11376 Shady Lane RdBarabooWI53913NCTo support restoration and protection of migrating Whooping Cranes, the worlds rarest crane species$25,000
James B Moran Center
1900 A Dempster StEvanstonIL60202NCMatching Grant$1,000
James B Moran Center
1900 A Dempster StEvanstonIL60202NCDiscretionary Grant$5,000
James B Moran Center
1900 A Dempster StEvanstonIL60202NCTo support the Education Advocacy Program to stem the gap between low-income students of color and white students in Evanston$15,000
Jazz Institute of Chicago
410 S Michigan Ave Ste 710ChicagoIL60605NCFor programming for the Chicago Jazz Festival, Jazz City free neighborhood concerts, and Music Education for CPS students$7,500
Jeanine Schultz Memorial School
2101 W Oakton AvePark RidgeIL60668NCTo help defray cost of occupational therapist providing direct therapeutic program services to students with severe emotional disabilities$15,000
Jesuit Refugee Service USA
1627 K Street NW Suite 1100WashingtonDC20006NCFor Caminar Contigo$1,000
Jesuit Refugee Service USA
1627 K Street NW Suite 1100WashingtonDC20006NCDiscretionary Grant$2,500
Jesuit Refugee Service USA
1627 K Street NW Suite 1100WashingtonDC20006NCTo support the U.S.- Mexico Border Program to reduce suffering, and for the Lebanon Emergency Response and Recovery program$15,000
Jesuit Volunteer Corps MD
740 N Calvert St 4th FloorBaltimoreMD21202NCTo help support four Jesuit Volunteers working at Chicago area nonprofits$10,000
Joel Hall Dance Center
5964 N Clark StChicagoIL60660NCTo support an in-school program that highlights civil rights icons and uses dance to encourage deeper thematic explorations$5,000
John Howard Assoc IL
70 E Lake St Ste 410ChicagoIL60601NCTo support monitoring of all five juvenile prisons and to advocate to make the system more rehabilitative$10,000
Josephinum Academy
1501 N Oakley BlvdChicagoIL60622NCMatching Grant$450
Josephinum Academy
1501 N Oakley BlvdChicagoIL60622NCFor the Cost of Education Program to provide subsidized improved delivery of education to low-income young women$25,000
Juvenile Justice Initiative
518 Davis St Suite 211EvanstonIL60201NCMatching Grant$1,500
Juvenile Justice Initiative
518 Davis St Suite 211EvanstonIL60201NCDiscretionary Grant$5,000
Juvenile Justice Initiative
518 Davis St Suite 211EvanstonIL60201NCTo support advocacy for a racially equitable, restorative and humane system of justice for children and young adults$15,000
Juvenile Protective Assoc
1707 N Halsted StChicagoIL60614NCFor the Treatment Counseling Program offering therapeutic services for children in Chicago schools$15,000
Kay Yow WBCA Cancer Foundation
4646 Lawrenceville Highway NWLilburnGA30047NCDiscretionary Grant$2,000
Kino Border Initiative
PO Box 159NogalesAZ85628NCTo enhance the psychosocial services and spaces to promote the physical, emotional, and psychological well being of young migrant children$15,000
Kolbe House
2434 S California AveChicagoIL60608NCTo provide emergency assistance to persons reentering society after incarceration, such as clothing and transportation passes$10,000
La Rabida Children's Hosp
6501 S Promontory DrChicagoIL60649NCTo support educational programming provided by hospitals Child Life program$25,000
Lake County Haven
PO Box 127LibertyvilleIL60648NCTo provide transitional shelter and housing, case management, life-skills training and other services to homeless women and their children$15,000
Landmarks Illinois
233 S Wacker Dr Suite 4400ChicagoIL60606NCMatching Grant$2,000
L'Arche Chicago
7313 Madison StForest ParkIL60130NCTo support retreats for the members, adults with intellectual disabilities, and staff that promote community building$10,000
Law Center for Better Housing
33 N LaSalle St Ste 900ChicagoIL60602NCFor the Tenant Advocacy Program that serves low-income renters facing eviction or living in substandard conditions$10,000
Leadership Greater Chicago
303 W Wacker Dr Ste 2060ChicagoIL60601NCMatching Grant$4,500
Leadership Greater Chicago
303 W Wacker Dr Ste 2060ChicagoIL60601NCMatching Grant$4,500
Leo High School
7901 S Sangamon StChicagoIL60620NCDiscretionary Grant$1,500
Leo High School
7901 S Sangamon StChicagoIL60620NCMatching Grant$3,150
Leo High School
7901 S Sangamon StChicagoIL60620NCTo provide need-based scholarship assistance to students, which needs are presently greater because of increased enrollment$35,000
Leonine Forum
1501 K Street NW Suite 175WashingtonDC20005NCTo support a program for young professional faith formation and leadership development in the Chicago area$10,000
Leukemia Research Foundation
191 Waukegan Rd Suite 105NorthfieldIL60093NCTo support the Patient Financial Assistance Program for medical expenses, food, rent and living expenses to patients fighting blood cancers$10,000
Lewis University
One University PkwyRomeovilleIL60446NCTo provide scholarship aid for low-income students at Lewis University and the Writing and Tutoring Center at St. Augustine College$25,000
Lincoln Park Zoo
2001 N Clark StChicagoIL60614NCTo provide an admission-free wildlife experience while advancing the highest quality animal care, education, science and conservation$75,000
Literacy Works
5401 W Lawrence Ave Unit 30223ChicagoIL60630NCTo strengthen adult literacy by supporting member agencies, and training professionals and volunteers to help adult learners$15,000
Little Brothers-Friends of Elderly
355 N AshlandChicagoIL60607NCTo provide seniors with safe personal connections, visits, phone visits and direct services like food delivery, events, and outings$10,000
Little Sisters of the Poor Chicago
2325 N Lakewood AveChicagoIL60614NCMatching Grant$450
Little Sisters of the Poor Chicago
2325 N Lakewood AveChicagoIL60614NCTo continue mission to provide twenty-four-hour nursing care in family-like environment for the Homes elderly residents, low-income seniors$10,000
Loyola Academy
1100 Laramie AveWilmetteIL60091NCTo modernize two classrooms including soft carpet squares, mobile personalized desks and chairs, and custom whiteboards$35,000
Loyola Univ School of Law
25 E Pearson StreetChicagoIL60611NCMatching Grant$1,500
Loyola University Arrupe College
1 E Pearson StreetChicagoIL60611NCMatching Grant$750
Loyola University Arrupe College
1 E Pearson StreetChicagoIL60611NCMatching Grant$10,000
Loyola University of Chicago
1032 W Sheridan RdChicagoIL60660NCMallinkrodt Scholarship Fund$750
Loyola University of Chicago
1032 W Sheridan RdChicagoIL60660NCFrank Agnes Cassaretto Scholarship Fund$1,500
Loyola University of Chicago
1032 W Sheridan RdChicagoIL60660NCFrank Agnes Cassaretto Scholarship Fund$2,500
Loyola University of Chicago
1032 W Sheridan RdChicagoIL60660NCConstitutional Law Chair reception$5,000
Loyola University of Chicago
1032 W Sheridan RdChicagoIL60660NCFor the LU-CHOICE teacher program, the Arrupe Hardship Fund, Nursing student visits to Pine Ridge, and the School of Law$100,000
Lutheran Social Services IL
1001 E Touhy Ave Suite 50Des PlainesIL60018NCTo support Prisoner Family Ministry program which encompasses services for incarcerated individuals, returning citizens and their children$15,000
Lyric Opera of Chicago
20 N Wacker Drive Suite 860ChicagoIL60606NCTo support Lyric Unlimited education and community-engagement programs which serve public and parochial school students$10,000
Madonna Mission
PO Box 8518NorthfieldIL60693NCMatching Grant$450
Madonna Mission
PO Box 8518NorthfieldIL60693NCTo support the free Summer Learning in Action program for refugee grammar school students including academics and activities$10,000
Magis Americas
1726 New Hampshire Ave NWWashingtonDC20009NCBoard Grant$15,000
Main Stay Therapeutic Farm
6919 Keystone RdRichmondIL60071NCFor animal care expenses, including the horses to be used for therapeutic horsemanship, equine and animal-assisted learning$10,000
Make-A-Wish Fdn of IL
640 N LaSalle Suite 280ChicagoIL60654NCTo support wish-granting program for children with critical illnesses which has experienced increased need$5,000
Margaret's Village
7315 S Yale AveChicagoIL60621NCTo provide transitional housing for homeless women, children and families and provide experiences that empower and mentor$15,000
Marie Wilkinson Food Pantry
834 North Highland AveAuroraIL60506NCFor the Senior Services Program, which delivers healthy food boxes and essentials to seniors facing food insecurity$10,000
Marillac St Vincent Family Svcs
212 S Francisco AveChicagoIL60612NCTo support Hope Junior Program which provides academic enrichment, social and recreational support to at-risk youth and teens$25,000
Marist High School
4200 W 115th StChicagoIL60655NCTo replace tax credit scholarships in Illinois which were not renewed for junior students$5,000
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NCMatching Grant$20,000
Mary Mother of God Parish
5500 N BroadwayChicagoIL60640NCMatching Grant$500
Mary Mother of God Parish
5500 N BroadwayChicagoIL60640NCMatching Grant$2,500
Mary Mother of God Parish
5500 N BroadwayChicagoIL60640NCFor Migrant Assistance$15,000
Mary Mother of God Parish
5500 N BroadwayChicagoIL60640NCFor Food Pantry and Soup Kitchen operating expense, Canterbury House outreach, aid for asylum seekers, and Eucharistic Revival Program$40,000
Maryville Academy
1150 N River RoadDes PlainesIL60616NCDiscretionary Grant$1,000
Maryville Academy
1150 N River RoadDes PlainesIL60618NCFor Food Pantry and Soup Kitchen operating expense, Canterbury House outreach, aid for asylum seekers, and Eucharistic Revival Program$35,000
Math Circles of Chicago
1034 N WellsChicagoIL60610NCTo support over 4,000 3rd-12th grade students in online and after-school sessions in math curriculum which is exploratory and engaging$10,000
Meals on Wheels Fdn N IL
5901 Harper Dr NEAlburquerqueNM87109NCTo support the volunteer program which connects clients with members of their community for weekly check-in calls$10,000
Mercy Home for Boys & Girls
1140 W Jackson BlvdChicagoIL60607NCTo support the Education and Career Resources Program serving young people in residential care$15,000
Mercy Housing Lakefront
120 S LaSalle St Suite 1915ChicagoIL60603NCFor Chicagoland Affordable Housing Development Preservation Initiative which will work to increase the number of units available$45,000
Microfinance Alliance Africa Project
126 E Wing Street 258Arlington HeightsIL60004NCMatching Grant$14,000
Midtown Educational Fdn
718 S Loomis StChicagoIL60607NCDiscretionary Grant$5,000
Midtown-Metro Achievement Ctrs
310 S Peoria StChicagoIL60607NCFor three academic programs which provide support for low-income youth through tutors and mentors guided by professional staff$20,000
Midtown-Metro Achievement Ctrs
310 S Peoria StChicagoIL60607NCMatching Grant$450
Midtown-Metro Achievement Ctrs
310 S Peoria StChicagoIL60607NCDiscretionary Grant$2,500
Midtown-Metro Achievement Ctrs
310 S Peoria StChicagoIL60607NCMatching Grant$10,000
Midwest Prov Soc of Jesus
1010 N Hooker StChicagoIL60642NCFor a kitchen renovation project at the Canisius House Jesuit Residence in Evanston, IL and to support Hekima University in East Africa$25,000
Milestone Inc
4060 McFarland RdLoves ParkIL61111NCTo help offset cost of delivering dental care to people not covered by insurance and procedures not covered by IL Public Aid/Medicaid$15,000
Military Comm Youth Ministries
540 N Cascade Ave Suite 300Colorado SpringsCO80903NCTo support Catholic Military Teen Camp Scholarships for the children of active-duty service members$5,000
Ministry Against the Death Penalty
3009 Grand Ste St John 6New OrleansLA70119NCMatching Grant$250
Minutes Before Six
276 Brian CourtGenevaCA95002NCMatching Grant$1,000
Misericordia
6300 N Ridge AveChicagoIL60660NCMatching Grant$500
Misericordia
6300 N Ridge AveChicagoIL60660NCTo support variety of programs and services for residents with moderate to profound intellectual and developmental disabilities$75,000
Misericordia Foundation
6300 N Ridge AveChicagoIL60660NCMatching Grant$500
Missionaries of Africa
1622 21st St NWWashingtonDC20009NCDiscretionary Grant$2,500
Mobile Care Foundation
239 W Root StChicagoIL60609NCMatching Grant$1,800
Montini HS
19W070 16th StLombardIL60148NCTo provide financial aid scholarships to assist families whose children are enrolled in Signum Fidei program$10,000
Mother McAuley HS
3737 W 99th StreetChicagoIL60655NCFor safe and reliable transportation for the students to and from school, as well as athletic, fine arts and academic competitions and events$25,000
Mothers Trust Foundation
400 E Illinois RdLake ForestIL60645NCTo help children in need, providing them with clothing, shoes, safe baby gear, secure housing or utility assistance to avoid homelessness$10,000
Mount Carmel HS
6410 S Dante AveChicagoIL60637NCTo help subsidize McDermott/Doyle Program which serves students with learning disabilities but who have potential to succeed at college level$25,000
Myriad USA Inc
551 Fifth Ave Suite 2400New YorkNY10176NCMatching Grant$1,500
NAMI DuPage Cnty
115 N County Farm RdWheatonIL60187NCTo continue and expand core services of education and support for individuals with mental illness and their families$10,000
National Anti-Vivisection Soc
444 N Wells St Suite 406ChicagoIL60654NCTo support the writing, design, printing, mailing and fulfillment of editions of Animal Action news magazine$25,000
National Aviary Pittsburgh
700 Arch StreetPittsburghPA15219NCFor avian species survival initiatives, new veterinary treatments, research and science-based education programs for students$10,000
National Braille Press
88 St Stephen StBostonMA02115NCTo support Hands On programming which provides high-quality education, materials and resources to blind and visually impaired children$10,000
National Center for the Laity
3422 W 59th PlaceChicagoIL60629NCMatching Grant$1,200
Natl Disaster Search Dog Fdn
6800 Wheeler Canyon RdSanta PaulaCA93060NCTo give dogs in need of a home another chance, for training to form search teams and provide lifetime care to every dog$10,000
Natl Fund for Cath Religious Voc
5416 S Cornell AveChicagoIL60615NCTo support men and women in vocations to religious life with a commitment to reduce educational debt$15,000
Navy Seal Foundation Inc
1619 D StreetVirginia BeachVA23455NCMatching Grant$900
Nazareth Academy
1209 W Ogden AveLaGrange ParkIL60526NCTo purchase thirteen printers as upgrades and replacements in all department offices for higher efficiency and productivity$5,000
Nehemiah Trinity Rising
9315 S Longwood DriveChicagoIL60643NCMatching Grant$400
Night Ministry
1735 N Ashland Ave Suite 2000ChicagoIL60622NCDiscretionary Grant$2,500
Night Ministry
1735 N Ashland Ave Suite 2000ChicagoIL60622NCFor the Parenting With Purpose Program which provides shelter and services to homeless women, ages 16-21, and their children$15,000
NIJC- National Immigrant Justice Ctr
208 S LaSalle St 1300ChicagoIL60604NCDiscretionary Grant$5,000
NIJC- National Immigrant Justice Ctr
208 S LaSalle St 1300ChicagoIL60604NCMatching Grant$5,000
NIJC- National Immigrant Justice Ctr
208 S LaSalle St 1300ChicagoIL60604NCMatching Grant$25,000
NIJC- National Immigrant Justice Ctr
208 S LaSalle St 1300ChicagoIL60604NCTo support the National Immigrant Justice Center to defend justice and human rights in a complex immigration system$50,000
Noble Schools
1 N State Street 6th FLChicagoIL60602NCMatching Grant$900
Northern IL Food Bank
273 Dearborn CtGenevaIL60134NCDiscretionary Grant$1,000
Northern IL Food Bank
273 Dearborn CtGenevaIL60134NCDiscretionary Grant$2,500
Northern IL Food Bank
273 Dearborn CtGenevaIL60134NCTo provide nutritious food through new and established programs to meet increased demand across 13 counties$50,000
Northridge Preparatory School
8320 Ballard RoadNilesIL60714NCDiscretionary Grant$5,000
Northridge Preparatory School
8320 Ballard RoadNilesIL60714NCFor the lease expense of two mobile classrooms to accommodate enrollment growth$15,000
Northside Catholic Academy
6216 N Glenwood AveChicagoIL60660NCFor a school revitalization program building a makerspace, updating curriculum, and offering scholarships$15,000
Northwestern University
2001 Sheridan RoadEvanstonIL60208NCFor scholarship support to provide educational opportunities for nonprofit leaders to enhance their leadership skills$15,000
Notre Dame College Prep
7655 Dempster StNilesIL60714NCTo provide need-based financial assistance to students in the St. Andre Scholar program$15,000
Notre Dame Univ ACE
107 Carole Sandner HallNotre DameIN46556NCTo support ACE graduates as mentor teachers and provide financial aid so no student will be turned away$35,000
Nourishing Hope (Lakeview Pantry)
1716 W Hubbard StChicagoIL60622NCDiscretionary Grant$500
Nourishing Hope (Lakeview Pantry)
1716 W Hubbard StChicagoIL60622NCTo support grocery distribution, social services, and mental health programs for low-income individuals and families$25,000
Oak Park River Forest Comm Fdn
1049 Lake St Suite 204Oak ParkIL60301NCFor the Youth Engagement Program in Oak Park and River Forest with short term interventions for crisis, trauma, and other challenges$10,000
OhioGuidestone
343 West Bagley RdBereaOH44017NCTo support general operating expenses for various mental and behavioral health programming and services$25,000
Old Irving Park Comm Clinic
5425 W Addison StChicagoIL60641NCFor operating support to deliver quality free medical and behavioral health care to underserved and uninsured adults$15,000
Onward Neighborhood House
5413 W Diversey AveChicagoIL60639NCDiscretionary Grant$500
Onward Neighborhood House
5413 W Diversey AveChicagoIL60639NCTo support School Age Program which provides after-school and summer learning activities for school children ages 5-12$17,500
Opportunity Knocks
8020 Madison StRiver ForestIL60305NCFor vocational enrichment, social and recreational activities for individuals with intellectual and developmental disabilities$10,000
Our Lady of Mount Carmel Academy
720 W Belmont AveChicagoIL60657NCMatching Grant$900
Our Lady of Mount Carmel Church
708 W Belmont AveChicagoIL60657NCMatching Grant$450
Our Lady of Tepeyac Grade School
2235 S AlbanyChicagoIL60623NCTo support the efforts of our Advancement Office as the school works to increase its profile and build a strong financial base$10,000
Our Lady of Tepeyac HS
2228 S Whipple StChicagoIL60623NCMatching Grant$630
Our Lady of Tepeyac HS
2228 S Whipple StChicagoIL60623NCDiscretionary Grant$1,500
Our Lady of Tepeyac HS
2228 S Whipple StChicagoIL60623NCTo support the Advancement Office to meet the schools development, marketing and recruitment goals$35,000
PACTT Learning Center
7101 N GreenviewChicagoIL60626NCTo support vocational services programs which serve people with severe autism, most non-verbal$25,000
Pan Massachusetts Challenge
77 4th AveNeedham HeightsMA02494NCMatching Grant$2,250
Parenting for Non-Violence
PO Box 190FlossmoorIL60422NCTo provide parenting education to parents, resulting in a more nurturing environment for children living in areas of poverty and violence$10,000
Partners For Progress
23525 W Milton RdWaucondaIL60085NCTo support therapeutic horseback riding intervention, including the Occupational Life Skills Program$15,000
PAWS Chicago
1997 N Clybourn AveChicagoIL60614NCTo support animal rescue programs and fund a partnership program to provide lifesaving services to strays and pets$15,000
Pegasus Farm
7490 Edison St NEHartvilleOH44632NCMatching Grant$2,500
Pegasus Farm
7490 Edison St NEHartvilleOH44632NCTo care for a herd of thirty-two specially trained horses working in therapeutic equestrian programs for ages 3 to 73$15,000
Peggy Notebaert Nature Museum
2430 N Cannon DrChicagoIL60614NCMatching Grant$2,500
Peggy Notebaert Nature Museum
2430 N Cannon DrChicagoIL60614NCTo support We Are Scientists program which fosters wildlife and ecosystem science skill development for students at eight Catholic schools$25,000
People for Community Recovery
13330 S Corliss AveChicagoIL60827NCMatching Grant$2,500
Performing Animal Welfare Soc
PO Box 849GaltCA95632NCFor lab fees for one month, elephant pain management for one year, and tiger nutrition and pain management for one year$20,000
Phalanx Family Services
837 West 119th StreetChicagoIL60643NCTo support the St. Agatha, News School, a journalism program for at-risk youth and young adult...$15,000
PODER Learning Center
6155 S Pulaski Rd 2nd FloorChicagoIL60629NCDiscretionary Grant$500
PODER Learning Center
6155 S Pulaski Rd 2nd FloorChicagoIL60629NCTo ensure a greater number of unemployed and underemployed Spanish-speaking individuals obtain skills needed to integrate and succeed$15,000
Police Chaplains Ministry
1140 W Jackson BlvdChicagoIL60607NCTo support programs for survivors of Chicago Police Officers killed in line of duty, including summer boat cruise and annual holiday dinner$10,000
Precious Blood Ministry
5114 S Elizabeth StChicagoIL60609NCHonorarium for Board meeting presentation$1,500
Precious Blood Ministry
5114 S Elizabeth StChicagoIL60609NCDiscretionary Grant$5,000
Precious Blood Ministry
5114 S Elizabeth StChicagoIL60609NCDiscretionary Grant$5,000
Precious Blood Ministry
5114 S Elizabeth StChicagoIL60609NCDiscretionary Grant$10,000
Precious Blood Ministry
5114 S Elizabeth StChicagoIL60609NCFor the Youth Mentoring program, providing group and individual mentoring to young men and women ages 18-24$15,000
Pregnancy Helpline of Walworth County
28 S Wisconsin StElkhornWI53121NCDiscretionary Grant$2,000
Pregnancy Helpline of Walworth County
28 S Wisconsin StElkhornWI53121NCMatching Grant$2,000
Pro-Life Action League
314 N Lake St 4AuroraIL60506NCTo bring a pro-life display to ten colleges in Illinois with the intention of engaging students in meaningful discussions$5,000
Pro-Life Champions
PO Box 2425GlenviewIL60025NCTo finance the Shout My Story Project, consisting of reels and podcasts$5,000
Providence St Mel School
119 S Central Park AveChicagoIL60624NCMatching Grant$1,500
Providence St Mel School
119 S Central Park AveChicagoIL60624NCTo provide scholarships - opportunities for academic excellence- for the neediest students who depend on financial assistance$25,000
Public Interest Law Initiative
105 West Madison St Suite 610ChicagoIL60602NCTo support two law student interns in summer to provide legal work for or on behalf of children and people with disabilities$15,000
Queen of Angels School
4520 N Western AveChicagoIL60625NCTo support the Learning Resource Program which provides comprehensive services to students diagnosed with learning disabilities$15,000
Rainbows for All Children
614 Dempster St Suite CEvanstonIL60202NCTo help youth to overcome their grief of loss from a death, abandonment, divorce, incarceration or other traumatic event$10,000
Reading Between the Lines NFP
1055 W Bryn Mawr AveChicagoIL60660NCTo expand a reading and discussion program for formerly incarcerated and soon-to-be-released women and men for successful re-entry$15,000
Red Cloud Indian School
100 Mission DrivePine RidgeSD57770NCMatching Grant$1,500
Red Cloud Indian School
100 Mission DrivePine RidgeSD57770NCDiscretionary Grant$5,000
Red Cloud Indian School
100 Mission DrivePine RidgeSD57770NCMatching Grant$10,000
Red Cloud Indian School
100 Mission DrivePine RidgeSD57770NCTo support K-12th grade Spiritual Formation Program for Lakota students for 2024-2025 school year$50,000
Regina Dominican HS
701 Locust RoadWilmetteIL60091NCTo provide financial aid to deserving students 40 of students receive tuition assistance through the Regina Fund$25,000
Resurrection Project
1805 S PaulinaChicagoIL60608NCTo support HOPE Family Services, a family-strengthening program for low-and moderate-income Latino families in Chicago$10,000
Roseland Training Center
235 E 136th PlaceChicagoIL60827NCDiscretionary Grant$250
Roseland Training Center
235 E 136th PlaceChicagoIL60827NCFor tutors stipends for Parent and Child Educational Tutoring Program for disadvantaged children with learning disabilities and their parents$10,000
RTY Inc (Tuscora Park)
161 Tuscora Ave NWNew PhiladelphiaOH44663NCDiscretionary Grant$2,500
Rutger's Keck Cntr - Coll Neuroscience
604 Allison Rd D-251PiscatawayNJ08854NCMatching Grant$2,500
Safe Families for Children
4300 W Irving Park RdChicagoIL60641NCDiscretionary Grant$500
Safe Families for Children
4300 W Irving Park RdChicagoIL60641NCTo expand the Greater Chicago Program to prevent abuse and stabilize families in crisis, targeting schools early childhood centers$20,000
San Miguel School Chicago
1954 W 48th StreetChicagoIL60609NCTo support its Middle School Program, an intensive educational program focusing on academic and social/emotional skills$15,000
Sarah's Circle
4838 N Sheridan RdChicagoIL60640NCFor Daytime Support Center which helps women who are homeless with basic needs and support services to find permanent housing$15,000
School of St Mary
185 E Illinois RdLake ForestIL60045NCDiscretionary Grant$5,000
Second Sense
65 E Wacker Place Suite 1010ChicagoIL60601NCTo support programs such as individual training in daily living skills, orientation and mobility training for people with vision loss$15,000
Senior Home Sharing
403 W St Charles Rd Suite BLombardIL60148NCTo improve the health and quality of life for low-income seniors in DuPage County through Group Homes HomeShare Programs$10,000
Shane Center Therapeutic Horsemanship
7908 Myers RdCenterburgOH43011NCFor hay, tack, and equipment for maintaining the horses and programming for people with disabilities through therapeutic riding$10,000
Share our Spare
3800 N Milwaukee AveChicagoIL60641NCTo expand services, providing needy children in Chicago with the essentials, including diapers, to thrive in the first five years of life$15,000
Sharing Notes
3712 N Broadway St Ste 333ChicagoIL60613NCDiscretionary Grant$250
Sharing Notes
3712 N Broadway St Ste 333ChicagoIL60613NCTo support live, in-person performance programming for hospital patients, staff and families at local hospitals$7,500
Shedd Aquarium Soc
1200 SDuSable Lake Shore DrChicagoIL60605NCWonder of Water Gala$500
Shedd Aquarium Soc
1200 SDuSable Lake Shore DrChicagoIL60605NCTo support a research project to assess the bacterial and algal community development in a managed reef ecosystem$10,000
Sheil Catholic Center Northwestern
2110 Sheridan RdEvanstonIL60201NCTo support the Retreat Programs to advance student centered formation, worship and social gatherings$15,000
Shepherd's College
1805 15th AveUnion GroveWI53182NCTo provide scholarships to students with intellectual and developmental disabilities from lower-income families$10,000
SisterHouse
25 Washington BlvdOak ParkIL60302NCTo support a homeless shelter, job training and drug rehab for women seeking recovery from substance abuse and their former illegal lifestyles$10,000
Sisters of Charity BVM
2041 Elmwood AvenueWilmetteIL60091NCDiscretionary Grant$5,000
Sisters of Christian Charity
2041 Elmwood AvenueWilmetteIL60091NCMatching Grant$750
SkyART
3026 E 91st StreetChicagoIL60617NCTo support free art programs in local parochial schools on the South and West Sides of Chicago$15,000
SMILES Inc
N2666 County Rd KDarienWI53114NCTo assist with expenses of horse care for 23 therapy horses, and the compensation of certified therapeutic riding instructors$25,000
Snow City Arts Foundation
1653 W Congress PkwyChicagoIL60612NCTo support arts education programming for children in out-patient and in-patient pediatrics units in Chicago hospitals$5,000
Soc St Vincent de Paul Belleville
PO Box 3415East St LouisIL62203NCDiscretionary Grant$500
Soc St Vincent de Paul Belleville
PO Box 3415East St LouisIL62203NCTo help pay for humanitarian services associated with safety and security, food for families, and to meet other basic human needs$15,000
Sojourner Truth House- Gary
410 W 13th AveGaryIN46407NCFor the only day center in Lake County providing comprehensive services for women and children experiencing homelessness$10,000
Solidarity Bridge
1703 Darrow St Suite 1EvanstonIL60201NCDiscretionary Grant$500
Solidarity Bridge
1703 Darrow St Suite 1EvanstonIL60201NCTo strengthen Catholic identity during a time of expansion and enhance spiritual impact on all stakeholders, train and equip medical communities$10,000
SOS Children's Villages IL
216 W Jackson Blvd Suite 925ChicagoIL60606NCTo support Sibling Foster Care program which provides children exceptional therapeutic, educational and emotional support$15,000
South Suburban PADS
414 W Lincoln HwyChicago HeightsIL60411NCDiscretionary Grant$500
South Suburban PADS
414 W Lincoln HwyChicagoHeightsIL60414NCTo address the homelessness crisis, providing homelessness prevention, meals, emergency shelter, temporary rent assistance$25,000
Southside Center of Hope
2425 W Jackson BlvdChicagoIL60612NCTo provide case management, counseling and support services for chronically homeless women with children$10,000
Southwest Chicago Homeless Svcs
3121 West 71st StChicagoIL60629NCFor the Case Management Program and Basic Services Program for homeless and housing-insecure persons$15,000
Spanish Coalition for Housing
1922 N Pulaski RdChicagoIL60639NCTo support the Housing Counseling program to provide financial education and coaching for Latinos and other low-income families$10,000
Spay and Stay
PO Box 145GrayslakeIL60030NCTo prevent cruelty to animals through sterilization, vaccination and medical care of stray feral cats$5,000
St Agatha Dream Builders Assoc
3147 W Douglas BlvdChicagoIL60623NCFor the Safe Haven Program, providing a safe, healthy and supportive after school environment for young people ages 7-17$10,000
St Bernard Hospital
326 W 64th StreetChicagoIL60621NCFor Dental Center which provides oral health services to underserved children/families, with special focus on those with special needs$20,000
St Catherine St Lucy & St Giles
38 N Austin BlvdOak PArkIL60302NCMatching Grant$2,500
St Ethelreda School
8734 S Paulina StChicagoIL60620NCTo replace lost check 24532 dtd. 12-7-23$2,250
St Ethelreda School
8734 S Paulina StChicagoIL60620NCMatching Grant$4,500
St Francis de Sales HS
10155 S Ewing AveChicagoIL60617NCDiscretionary Grant$1,500
St Francis de Sales HS
10155 S Ewing AveChicagoIL60617NCDiscretionary Grant$10,000
St Francis de Sales HS
10155 S Ewing AveChicagoIL60617NCTo provide financial support to students who have financial need and have lost their tax credit scholarship$35,000
St Gertrude's Church
6214 N GlenwoodChicagoIL60660NCMatching Grant$2,500
St Gertrude's Church
6214 N GlenwoodChicagoIL60660NCDiscretionary Grant$15,000
St Gertrude's Church
6214 N GlenwoodChicagoIL60660NCFor Migrant Assistance$15,000
St Ignatius College Prep
1076 West Roosevelt RoadChicagoIL60607NCMatching Grant$1,500
St Ignatius College Prep
1076 West Roosevelt RoadChicagoIL60607NCDiscretionary Grant$10,000
St Ignatius College Prep
1076 West Roosevelt RoadChicagoIL60607NCMatching Grant$10,000
St Ignatius College Prep
1076 West Roosevelt RoadChicagoIL60607NCTo support the Saint Ignatius- 1055 Roosevelt Building athletic training space to provide medical examination areas and equipment$50,000
St James on Wabash Parish
2907 S Wabash AveChicagoIL60616NCDiscretionary Grant$500
St James on Wabash Parish
2907 S Wabash AveChicagoIL60616NCTo support the food pantry and social outreach ministry which serves the homeless, working poor and aged in the community$15,000
St Joseph Services
1501 N Oakley BlvdChicagoIL60602NCTo help cover adult education program and youth program expenses including teaching supplies and salaries for instructors$10,000
St Leonard's Ministries
2100 W Warren BlvdChicagoIL60612NCTo support Barlow Center, which provides reentering citizens with pre-employment support and job skills training to maintain employment$10,000
St Mary Magdalene Parish
2339 York StreetBlue IslandIL60406NCDiscretionary Grant$3,500
St Mary of the Lake Parish
4200 N Sheridan RdChicagoIL60613NCMatching Grant$11,000
St Mary of the Lake Parish
4200 N Sheridan RdChicagoIL60613NCMatching Grant$13,000
St Mary of the Lake School
5525 N Magnolia StChicagoIL60640NCTo support the purchase of consumable materials for the English curriculum$10,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$1,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$1,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$1,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$2,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$2,000
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$2,750
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$7,500
St Mary Parish
201 E Illinois RoadLake ForestIL60045NCMatching Grant$7,500
St Moses the Black- Columbanus
331 E 71st StreetChicagoIL60619NCFor maintaining food pantry service to residents of Park Manor,Woodlawn, Chatham and Greater Grand Crossing neighborhoods$15,000
St Patrick HS
5900 W Belmont AveChicagoIL60634NCTo provide support for the Tuition Assistance Program which helps the three out of four students who need some assistance$15,000
St Patrick Parish
700 W Adams StreetChicagoIL60661NCMatching Grant$1,000
St Patrick Parish
700 W Adams StreetChicagoIL60661NCMatching Grant$1,000
St Patrick Parish
700 W Adams StreetChicagoIL60661NCMatching Grant$1,000
St Patrick Parish
700 W Adams StreetChicagoIL60661NCDiscretionary Grant$2,000
St Peter's Church in the Loop
110 W Madison StChicagoIL60602NCMatching Grant$1,500
St Peter's Church in the Loop
110 W Madison StChicagoIL60602NCMatching Grant$2,500
St Peter's Church in the Loop
110 W Madison StChicagoIL60602NCTo underwrite needed updates to the church, including computer upgrades, new lighting, hymnals, an AED and training$25,000
St Philip Neri Church
2132 East 72nd StreetChicagoIL60649NCMatching Grant$5,000
St Philip Neri Church
2132 East 72nd StreetChicagoIL60649NCDiscretionary Grant$10,000
St Pius V Parish
1919 S Ashland AveChicagoIL60608NCTo support the emergency food assistance program, including the food pantry, and soup kitchen$15,000
St Sabina
1210 W 78th PlChicagoIL60620NCFor enhanced emergency food delivery, nutrition and education programs, and housing employment support services$10,000
St Sabina
1210 W 78th PlChicagoIL60620NCDiscretionary Grant$20,000
St Sabina Academy
7801 S Throop StChicagoIL60620NCMatching Grant$2,250
St Thomas of Canterbury School
5525 N MagnoliaChicagoIL60640NCTo support the purchase of consummable materials for the English curriculum$15,000
St Thomas the Apostle Beloit
822 East Grand AveBeloitWI53511NCTo support the Office of Hispanic Ministry, which provides salary and benefits for the Director, and outreach to Hispanic community$25,000
St William Catholic School
2559 N Sayre AveChicagoIL60707NCFor resources to transform the school library into a modern Learning Center with research-based resources for all learners$5,000
St Xavier University
3700 W 103rd StreetChicagoIL60655NCFor program expenses of diagnosis and treatment of communication disorders for children and adults at its no-fee Ludden Clinic$25,000
Still Point Theatre Collective
4300 N Hermitage AveChicagoIL60613NCFor general operations, including the Persephone Project for women who are currently or formerly incarcerated and the Applied Theatre Festival$8,000
Taller de Jose
2831 W 24th BlvdChicagoIL60623NCDiscretionary Grant$500
Taller de Jose
2831 W 24th BlvdChicagoIL60623NCFor the Accompaniment Program wherein staff walk alongside clients both physically and emotionally as they access resources in city$15,000
Tappan Lake Volunteer Fire Dept
33300 Cadiz-Dennison RdScioOH43988NCMatching Grant$2,500
The Food Group
8501 54th Ave NorthNew HopeMN55428NCFor general operations, including the Hunger Relief, Affordable Grocery, Sustainable Farming, and Advocacy Programs$15,000
The Georgetown Chimes
3611 Prospect St NEWWashingtonDC20007NCMatching Grant$2,000
The Lumen Christi Institute
1220 East 58th StChicagoIL60637NCTo support the Catholic Scholars Program, namely the Summer Seminars for graduate students$15,000
The Village Chicago
2502 N Clark StChicagoIL60614NCTo support intergenerational educational and social connection programs including the Turn the Page on Age campaign$7,500
The Vital Ground Fdn
20 Fort Missoula RoadMissoulaMT59804NCTo purchase habitat for grizzly bears and other endangered species and for programs that reduce conflicts between bears and humans$10,000
The Woodlawn Foundation
56 Harrison St Suite 401New RochelleNY10801NCMatching Grant$2,000
The Woodlawn Foundation
56 Harrison St Suite 401New RochelleNY10801NCMatching Grant$2,500
The Woodlawn Foundation
56 Harrison St Suite 401New RochelleNY10801NCDiscretionary Grant$3,000
The Woodlawn Foundation
56 Harrison St Suite 401New RochelleNY10801NCMatching Grant$3,000
Thea Bowman Cath Ed Fdn
8235 Ohio River BlvdPittsburghPA15202NCTo support an enrichment program for African-American students to provide an introduction to the Catholic Intellectual Tradition$10,000
Thomas Aquinas College
10000 Ojai RdSanta PaulaCA93060NCTo provide financial aid for Illinois students with demonstrated need in 2023-2024 academic year$5,000
Tourniquet Inc
148-11 Second AveWhitestoneNY11357NCTo provide essentials and vital services to perpetuate the mission of a Never Kill animal rescue shelter$10,000
Trilogy Inc
1400 W Greenleaf AveChicagoIL60626NCTo support individuals living with serious mental illness who are exiting a mental health crisis and need continued support$15,000
Trinity High School
7574 W Division StRiver ForestIL60305NCTo support the International Baccalaureate Program for talented and motivated young women$15,000
Trinity Hospital Twin City
819 N First StreetDennisonOH44621NCDiscretionary Grant$5,000
Tuesday's Child
3633 N California AveChicagoIL60618NCTo support an 8-12 week program for parents with a parent trainer and clinical psychologist, for families with challenging children$10,000
Tuscarawas Cnty Univ Fdn
330 University Dr NENew PhiladelphiaOH44663NCTo assist in the development of the nursing student simulation training lab$10,000
Tuscarawas County Council Ch & Comm
1458 Fifth Street NWNew PhiladelphiaOH44663NCMatching Grant$5,000
Tuscarawas County Humane Soc
1432 Tall Timber Rd NENew PhiladelphiaOH44663NCMatching Grant$2,500
Tuscarawas County Humane Soc
1432 Tall Timber Rd NENew PhiladelphiaOH44663NCTo support medical and veterinary services for rescued animals and to help ensure the best quality of life for all animals$15,000
Tuscarawas County YMCA
600 Monroe StreetSt DoverOH44622NCDiscretionary Grant$5,000
Tuscora Park Foundation
161 Tuscora Ave NWNew PhiladelphiaOH44663NCMatching Grant$2,500
Tutoring Chicago
2145 N HalstedChicagoIL60614NCTo support one-to-one tutoring for grades 1-8 to empower 1,200 economically disadvantaged students$10,000
UCAN
3605 W Fillmore StChicagoIL60640NCFor violence intervention and prevention, including youth development for ongoing coaching of persons in violent neighborhoods$10,000
UIC School of Law- Restorative Justice
300 S State St MC 300ChicagoIL60604NCDiscretionary Grant$1,500
UIC School of Law- Restorative Justice
300 S State St MC 300ChicagoIL60604NCTo support scholarships to law students to bring restorative justice to approximately 50 children in their community$15,000
United Way of Tuscarawas Cnty
1458 5th St NWNew PhiladelphiaOH44663NCDiscretionary Grant$10,000
University of North Dakota Foundation
264 Centennial Dr Stop 8193Grand ForksND58202NCMatching Grant$900
University of St Mary of The Lake
1000 E Maple AveMundeleinIL60060NCTo provide practical and mission opportunities for seminarians through the Tolton Teaching Parish Program$25,000
Unlocking Communities
100 N Hermitage Unit 704ChicagoIL60612NCDiscretionary Grant$500
Unlocking Communities
100 N Hermitage Unit 704ChicagoIL60612NCMatching Grant$5,000
Unlocking Communities
100 N Hermitage Unit 704ChicagoIL60612NCTo provide for three new businesses for the production and sale of water filtration systems and stoves in Haiti$15,000
Uptown People's Law Center
4413 N Sheridan RdChicagoIL60640NCFor general operating expenses connected with legal services for the poor and indigent and Executive Director transition$15,000
Urban Initiatives
650 W Lake St Suite 340ChicagoIL60661NCTo support the Elementary Soccer Program which serves over 10,000 students in Chicago public schools$10,000
VanderCook College One City
3140 S Federal StChicagoIL60616NCTo provide children from Englewood and Bronzeville with quality musical instruments and instruction, specifically saxophones trumpets$10,000
Viator House of Hospitality
1212 E Euclid AveArlington HeightsIL60004NCDiscretionary Grant$1,000
Viator House of Hospitality
1212 E Euclid AveArlington HeightsIL60004NCFor an Operations Manager for a program which provides a compassionate alternative to incarceration for asylum seekers$15,000
Visitation Catholic School
900 W Garfield BlvdChicagoIL60609NCTo enhance classroom accessibility, comfort, and engagement through new rugs, flexible seating, charging carts learning materials$15,000
Waypoint Adventure
453 Concord AveLexingtonMA02421NCMatching Grant$450
Well of Mercy
6339 N Fairfield AveChicagoIL60659NCTo support the Second Chance Store which will bring in revenue and provide jobs for single mothers$10,000
Wheelchairs 4 Kids
1200 S Pinellas Ave Suite 3Tarpon SpringsFL34689NCTo provide wheelchairs, home/vehicle modification, other therapeutic equipment at no charge for children denied Medicaid or insurance$5,000
Willows Academy
1015 Rose AveDes PlainesIL60016NCTo purchase a new STEM curriculum for the Middle School including the LABLELEARNER Program for math science$15,000
WINGS Program Inc
PO Box 95615PalatineIL60095NCMatching Grant$10,800
WINGS Program Inc
PO Box 95615PalatineIL60095NCFor Children Family Services program which provides individualized counseling and case management to child survivors of domestic violence$15,000
WTTW Channel 11
5400 N St Louis AveChicagoIL60625NCTo produce and present high-quality science and nature programming which educates, informs and engages viewers$10,000
Young Ctr for Immigrant Children's Right
2245 S Michigan Ave No 301ChicagoIL60616NCTo support the Child Advocate Program to protect and advance the rights and best interests of immigrant children$10,000
Youth Crossroads Inc
6501 Stanley AveBerwynIL60402NCTo support comprehensive youth programming, including crisis intervention, school-based counseling and development$10,000
Youth Guidance
1 N LaSalle Ste 900ChicagoIL60602NCMatching Grant$450
Franciscans of the Eucharist of Chicago
3808 W Iowa StChicagoIL60651NCReverse of GJE -- For CHK 24751 voided on 10/16/2024-$5,000
St Ethelreda School
8734 S Paulina StChicagoIL60620NCReverse of GJE -- For CHK 24532 voided on 06/03/2024-$2,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,926,523TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion$4,536,855ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$444ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,617,798ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,155,097ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,155,097TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Raymond D. Better, CPA$35,894$35,894
Legacy Professionals, LLP$23,100$23,100

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceTreatment of Qualifying Distributions Election Pursuant to IRC Section 4942h2and Reg. 53.4942a-3d2,FormAndLineReferenceDesc
Medium ExplanationTreatment of Qualifying Distributions Election Pursuant to IRC Section 4942h)2)and Reg. 53.4942a)3d)2) the Foundation elects to treat qualifying distributions not treated as made out of the undistributed income of the immediately preceding tax year as made out of undistributed income from the tax year ended March 31 2022.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Pyramis Broad Market Duration Fd$14,903,622$14,950,670
Dodge and Cox Inc Fd$12,429,796$12,613,737
Doubleline Flexible Inc Fd$14,991,874$13,803,412
GMO Oppertunity Income Fd$8,545,775$8,524,691
Prudential 8 PLGM Fd$5,027,266$5,001,655
Metro. West Unconstrained Fd$1

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
282173 shares of New Perspective Com Stk Fd$11,315,866$17,184,352
63586 shares of Dodge and Cox Stk Fd$14,817,285$16,670,894
3527 shares of Fidelity Salem St Lg Cap Fd$13,400,000$13,066,097
26545 shares of Vanguard Instl. Index Fd$3,958,833$12,105,088
235744 shares of Vanguard Index Value Fd$8,803,532$15,884,421
94408 shares of Fidelity 500 Index Fd$5,844,999$18,453,031
6218 shares of Vanguard Index Growth Fd$326,925$1,186,953

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSecurity deposit, office spaceDesc
BOY Book Value$29,470BOYBookValueAmt
EOY Book Value$29,470EOYBookValueAmt
EOYFMV$29,470EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dues and Subscriptions$8,706$871$7,835
Insurance$22,935$14,250$8,685
Electricity$1,405$1,405
Office Supplies and Equipment$18,008$18,008
Postage and Delivery$7,031$7,031
Telecommunications$4,433$443$3,990
Parking and Local Transportation$9,293$9,293
Other Expenses$699$699

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass action settlementsDesc
Revenue And Expenses Per Books$444RevenueAndExpensesPerBooksAmt
Net Investment Income$444NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$2Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Rickard P. Schwartz$82,000$82,000
The Northern Trust Co.$67,379$67,379
FIAM LLC$25,650$25,650
Justin Simon$53$53
Standing Financial$750$750
David Simon$7,400$7,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax$150,015
Illinois Annual Report and Form 6166$15