DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202223009349101617
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T16:18:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367483654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cuore e Mani Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | peter m vilim | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | peter m | PersonFirstNm |
| Person Last | vilim | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,773,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $787,592 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $759,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,251,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,170,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,622,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,246,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $263,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,371 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $208,914 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,112 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,582 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $314,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $232,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $761,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $993,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $546,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,191,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $461,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $461,970 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,943,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,163,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,311,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,079,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,625,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,773,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,079,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,625,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,079,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,079,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,625,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,079,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $546,311 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,625,639 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,251,952 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,081,319 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,170,633 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,170,633 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,170,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,568 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,568 | SubtotalAmt |
| Tax Based On Investment Income | $16,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32 | OverpaymentAmt |
| Applied To ES Tax | $32 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joan M Vilim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Peter M Vilim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Pierce Family Charitable Foundation | |||||
| 1 N Dearborn Ave Suite 1200 | Chicago | IL | 60602 | Philanthropic | $208,914 |
| US Trust Bank of America Private Weal | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | Investment Mgmt | $54,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,552,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,847,655 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,847,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,759,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,568 | TotalTaxAmt |
| Distributable Before Adj | $271,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $993,553 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $993,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,429 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $96,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $641,152 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $201,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $403,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,335,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,677,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $993,553 | QualifyingDistributionsAmt |
| Applied To Current Year | $271,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $722,124 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,399,961 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $96,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,303,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $641,152 | ExcessFromYear4Amt |
| Excess From Year3 | $201,044 | ExcessFromYear3Amt |
| Excess From Year2 | $403,487 | ExcessFromYear2Amt |
| Excess From Year1 | $1,335,457 | ExcessFromYear1Amt |
| Excess From Current Year | $722,124 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joan M Vilim | ContributingManagerNm |
| Contributing Manager | Peter M Vilim | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $25,000 |
| BREAKTHROUGH URBAN MINISTRIES INC | |||||||
| PO BOX 47200 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $20,000 |
| BRIDGE COMMUNITIES INC | |||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $50,000 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | Match grant with Pierce Family Foundation for Nonprofit Sector | $7,500 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR CHANGING LIVES | |||||||
| 1955 N ST LOUIS AVE STE 101 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR CHANGING LIVES | |||||||
| 1955 N ST LOUIS AVE STE 101 | CHICAGO | IL | 60647 | N/A | PC | Board of Directors Training, HR Support and VOIP | $7,500 |
| CHICAGO CARES INC | |||||||
| 1200 W 35TH ST UNIT 302 | CHICAGO | IL | 60609 | N/A | PC | AMPT Advancing Nonprofits | $50,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | For general operating support of Truth, Racial Healing and Transformation | $2,500 |
| CHICAGO FURNITURE BANK INC | |||||||
| 4801 S WHIPPLE ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $10,000 |
| CLARETIAN ASSOCIATES INC | |||||||
| 3039 E 91ST ST | CHICAGO | IL | 60617 | N/A | PC | General & Unrestricted | $5,500 |
| COLLECTIVE CHICAGO | |||||||
| 1262 W ARGYLE ST | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTIONS FOR THE HOMELESS INC | |||||||
| 2121 DEWEY AVE | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $5,000 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $20,000 |
| COVENANT HOUSE ILLINOIS INC | |||||||
| 2934 W LAKE ST | CHICAGO | IL | 60612 | N/A | PC | Capital Campaign - first of 2-year pledge | $10,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | Support for the Chicago Independent Media Alliance | $1,000 |
| DEBORAHS PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| DIOCESE OF JOLIET SEMINARIAN EDUCATION ENDOWMENT | |||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | N/A | PC | Final installment of 5-year pledge | $20,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $10,619 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | Mission Sustainability Initiative - Second installment of 2nd 3-yr support pledge | $100,000 |
| FRANCISCAN OUTREACH | |||||||
| 717B W 18TH ST | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $25,000 |
| FUNDERS TOGETHER TO END HOMELESSNES S INC | |||||||
| 89 S ST STE 603 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $1,000 |
| GARFIELD PARK COMMUNITY COUNCIL | |||||||
| 300 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $5,000 |
| HEARTLAND HUMAN CARE SERVICES INC | |||||||
| 208 S LASALLE | CHICAGO | IL | 60604 | N/A | PC | To support the Emergency Afghan Resettlement Fund | $15,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $10,000 |
| IGNITE ORG | |||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $25,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | One Time Planning Grant to support submission of The Inspiration Exchange | $10,000 |
| JUST CALL US VOLUNTEERS | |||||||
| 2801 B ST | SAN DIEGO | CA | 92102 | N/A | PC | General & Unrestricted | $2,000 |
| LATINOS PROGRESANDO | |||||||
| 3047 W CERMAK RD | CHICAGO | IL | 60623 | N/A | PC | Community Center Capital Campaign | $100,000 |
| LYTE COLLECTIVE | |||||||
| 2333 N KILDARE AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $5,000 |
| METAVIVOR RESEARCH AND SUPPORT INC | |||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $5,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 150 N WACKER DR STE 2320 | CHICAGO | IL | 60606 | N/A | PF | Chicago Funders Together to End Homelessness | $25,000 |
| NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM | |||||||
| PO BOX 13255 | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $1,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $25,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHWEST SIDE HOUSING CENTER | |||||||
| 5233 W DIVERSEY AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $5,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $5,000 |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 W WASHINGTON BLVD STE 401 | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $10,000 |
| SARAHS CIRCLE | |||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $10,000 |
| SOUTH SUBURBAN PADS | |||||||
| 414 W LINCOLN HWY | CHICAGO HTS | IL | 60411 | N/A | PC | General & Unrestricted | $5,000 |
| SPANISH COALITION FOR HOUSING | |||||||
| 1922 N PULASKI RD | CHICAGO | IL | 60639 | N/A | PC | Staff Training Support | $5,113 |
| SPANISH COALITION FOR HOUSING | |||||||
| 1922 N PULASKI RD | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $5,000 |
| ST LEONARD'S MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | IT improvements | $6,825 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $10,000 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | To complete the Capital Campaign to restore fire damage to the facility | $38,000 |
| VISIONARY VENTURES NFP CORPORATION | |||||||
| 232 S OAK ST | ITASCA | IL | 60143 | N/A | PC | Urban Native American Housing Development | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $761,057 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $759,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $834,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $834,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Peter Vilim Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Peter Vilim 171 S Hawthorne Ave | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601263239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $787,592 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (51 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PRUDENTIAL FINCL INC PRU, 33 sh. | $3,030 | 2021-03-09 |
| 1 | MICROSOFT CORP MSFT, 36 sh. | $8,407 | 2021-03-09 |
| 1 | JP MORGAN CHASE JPM, 80 sh. | $12,163 | 2021-03-09 |
| 1 | NIKE INC-CL B NKE, 18 sh. | $2,461 | 2021-03-09 |
| 1 | JOHNSON & JOHNSON JNJ, 78 sh. | $12,388 | 2021-03-09 |
| 1 | CISCO SYSTEMS INC CSCO, 27 sh. | $1,297 | 2021-03-09 |
| 1 | 3M CO MMM, 7 sh. | $1,278 | 2021-03-09 |
| 1 | COMCAST CORP CMCSA, 84 sh. | $4,672 | 2021-03-09 |
| 1 | PEPSICO INC PEP, 12 sh. | $1,595 | 2021-03-09 |
| 1 | MARSH AND MCLENNAN COMPANIES INC MMC, 103 sh. | $12,148 | 2021-03-09 |
| 1 | MERCK & CO INC MRK, 124 sh. | $9,275 | 2021-03-09 |
| 1 | WAL-MART STORES INC WMT, 67 sh. | $8,650 | 2021-03-09 |
| 1 | MCDONALD'S CORP MCD, 33 sh. | $6,921 | 2021-03-09 |
| 1 | PROCTER GAMBLE CO PG, 69 sh. | $8,797 | 2021-03-09 |
| 1 | KIMBERLY CLARK CORP KMB, 51 sh. | $6,786 | 2021-03-09 |
| 1 | ORACLE CORP ORCL, 47 sh. | $3,413 | 2021-03-09 |
| 1 | LOCKHEED MARTIN CORP LMT, 6 sh. | $2,040 | 2021-03-09 |
| 1 | US BANCORP USB, 141 sh. | $7,495 | 2021-03-09 |
| 1 | HONEYWELL INTL HON, 5 sh. | $1,041 | 2021-03-09 |
| 1 | CONOCOPHILLIPS COP, 143 sh. | $8,369 | 2021-03-09 |
| 1 | ROYAL CARRIBEAN CRUISE RCL, 11 sh. | $966 | 2021-03-09 |
| 1 | ILLINOIS TOOL WORKS ITW, 9 sh. | $1,911 | 2021-03-09 |
| 1 | UNITEDHEALTH GROUP INC UNH, 18 sh. | $6,413 | 2021-03-09 |
| 1 | ACCENTURE PLC ACN, 17 sh. | $4,327 | 2021-03-09 |
| 1 | LINCOLN NATIONAL CORP LNC, 24 sh. | $1,441 | 2021-03-09 |
| 1 | STRYKER CORPORATION SYK, 4 sh. | $959 | 2021-03-09 |
| 1 | VISA INC V, 14 sh. | $3,116 | 2021-03-09 |
| 1 | ELI LILLY & CO LLY, 27 sh. | $5,646 | 2021-03-09 |
| 1 | ECOLAB INC ECL, 19 sh. | $4,078 | 2021-03-09 |
| 1 | PNC FINANCIAL GROUP INC PNC, 105 sh. | $18,324 | 2021-03-09 |
| 1 | APPLE INC AAPL, 165 sh. | $19,870 | 2021-03-09 |
| 1 | T. ROWE PRICE GROUP TROW, 6 sh. | $1,060 | 2021-03-09 |
| 1 | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 2250 sh. | $532,721 | 2021-03-09 |
| 1 | SALESFORCE.COM CRM, 5 sh. | $1,067 | 2021-03-09 |
| 1 | EDWARDS LIFESCIENCES EW, 49 sh. | $4,026 | 2021-03-09 |
| 1 | THE HERSHEY COMPANY HSY, 8 sh. | $1,215 | 2021-03-09 |
| 1 | WILLIAMS COS WMB, 119 sh. | $2,839 | 2021-03-09 |
| 1 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CTSH, 16 sh. | $1,190 | 2021-03-09 |
| 1 | ALLIANCE DATA SYSTEM CORP ADS040421, 37 sh. | $3,935 | 2021-03-09 |
| 1 | NETFLIX INC NFLX, 2 sh. | $1,017 | 2021-03-09 |
| 1 | BLACKROCK INC BLK, 9 sh. | $6,431 | 2021-03-09 |
| 1 | LYONDELLBASELL INDUSTRIES NV LYB, 16 sh. | $1,736 | 2021-03-09 |
| 1 | META PLATFORMS INC META, 15 sh. | $3,963 | 2021-03-09 |
| 1 | SYNCHRONY FINANCIAL SYF, 133 sh. | $5,344 | 2021-03-09 |
| 1 | WEC ENERGY GROUP, INC WEC, 67 sh. | $5,812 | 2021-03-09 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 5 sh. | $1,201 | 2021-03-09 |
| 1 | ALPHABET INC CL C GOOG, 6 sh. | $12,378 | 2021-03-09 |
| 1 | CHUBB LIMITED CB, 21 sh. | $3,599 | 2021-03-09 |
| 1 | CORTEVA INC CTVA, 28 sh. | $1,260 | 2021-03-09 |
| 1 | TRUIST FINANCIAL CORPORATION TFC, 84 sh. | $4,906 | 2021-03-09 |
| 1 | INGERSOLL-RAND INC IR, 53 sh. | $2,614 | 2021-03-09 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | U S Trust Bank of America Private | ContractorPersonNm |
| Explanation | Investment mgmt | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND INS | $105,693 | $114,658 |
| ARTISAN INTERNATIONAL VALUE FU | $196,210 | $247,153 |
| BBH LIMITED DURATION FUND CLAS | $252,149 | $251,832 |
| CLEARBRIDGE SMALL CAP GROWTH F | $232,319 | $289,862 |
| COLUMBIA DIVIDEND INCOME FUND | $377,921 | $560,471 |
| DELAWARE EMERGING MARKETS FUND | $270,739 | $303,531 |
| ISHARES CORE MSCI EAFE ETF | $287,731 | $358,869 |
| ISHARES RUSSELL MIDCAP G IN FD | $94,920 | $205,668 |
| ISHARES S&P 500 INDEX FD | $319,163 | $479,374 |
| ISHARES TRUST RUSSELL 1000 GRO | $216,640 | $279,615 |
| JANUS ENTERPRISE CL I | $207,288 | $272,699 |
| JOHN HANCOCK FDS III DISCIPLIN | $396,280 | $506,163 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $162,395 | $280,863 |
| LORD ABBETT INVT TRUST | $285,179 | $282,139 |
| MFS INTERNATIONAL NEW DISCOVER | $129,662 | $138,329 |
| PRUDENTIAL SHORT-TERM CORPOROR | $255,505 | $253,419 |
| RIDGEWORTH SEIX HIGH YIELD FUN | $156,814 | $161,241 |
| UNDISCOVERED MANAGERS BEHAVIOR | $217,061 | $325,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $22,663 | $22,663 |
| Foundation Dues & Memberships | $850 | $850 |
| Postage/Delivery Service | $54 | $54 |
| State or Local Filing Fees | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $54,371 | $54,371 | |
| Philanthropic Consulting Srvcs | $208,914 | $208,914 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $13,800 |
| 990-PF Excise Tax for 2020 | $14,312 |
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