DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202512759349100311
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T07:47:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,202,003 | 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 | $997,666 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,242,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,032,626 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,474,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $99,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,343 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $856 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $856 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,086 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,086 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,063,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,063,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,192,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,165,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $281,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,083,801 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,612 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,191,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,310,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,841,391 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,390,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,671,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,202,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,390,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,671,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,390,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,671,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,390,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,671,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,390,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $281,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,671,449 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,671,449 | 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 | $2,242,616 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,209,990 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,032,626 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,032,626 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,032,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,065 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,065 | SubtotalAmt |
| Tax Based On Investment Income | $15,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | 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 | Yes (true) | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laura Jansen | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4305 N Mozart St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $77,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRI - FRANCISCAN OUTREACH: TO FURTHER THE ACCOMPLISHMENT OF THE PUBLIC CHARITY'S CHARITABLE AND OTHER EXEMPT PURPOSES | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Total | $100,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,623,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,822,968 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,822,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,765,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,065 | TotalTaxAmt |
| Distributable Before Adj | $173,216 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,165,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $100,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,265,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,216 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $403,487 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,335,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $722,124 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,135,197 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,206,883 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,803,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,265,684 | QualifyingDistributionsAmt |
| Applied To Current Year | $173,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,092,468 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,895,616 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $403,487 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,492,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,335,457 | ExcessFromYear4Amt |
| Excess From Year3 | $722,124 | ExcessFromYear3Amt |
| Excess From Year2 | $1,135,197 | ExcessFromYear2Amt |
| Excess From Year1 | $1,206,883 | ExcessFromYear1Amt |
| Excess From Current Year | $1,092,468 | 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 (87 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 | For the Chicago Continuum of Care, YHDP consultant | $2,500 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | Grant to be split in half with $10,000 going toward general operating and $10,000 to the Emergency Fund | $20,000 |
| ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUN | |||||||
| 4415 HARRISON ST STE 228 | HILLSIDE | IL | 60162 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA CHAP | |||||||
| 2221 CHESTNUT ST | PHILADELPHIA | PA | 19103 | N/A | PC | For support of the victims of Hurricane Helene | $25,000 |
| AMPT ADVANCING NONPROFITS | |||||||
| 600 W CERMAK RD | CHICAGO | IL | 60616 | N/A | PC | Charitable Event | $2,500 |
| AMPT ADVANCING NONPROFITS | |||||||
| 600 W CERMAK RD | CHICAGO | IL | 60616 | N/A | PC | 2nd year General Purpose Grant of a 3-year pledge | $50,000 |
| APNA GHAR INC OUR HOME | |||||||
| 4350 N BROADWAY ST STE 2 | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $5,000 |
| BIG BROTHERS-BIG SISTERS OF METROPOLITAN CHICAGO | |||||||
| 130 S JEFFERSON STE 200 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $10,000 |
| BIG NFP | |||||||
| 6011 S SAINT LAWRENCE AVE GARD | CHICAGO | IL | 60637 | N/A | PC | Emmett Till and Mamie Till-Mobley House Museum | $1,000 |
| BREAKTHROUGH URBAN MINISTRIES INC | |||||||
| PO BOX 47200 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $11,000 |
| BRIDGE COMMUNITIES INC | |||||||
| 500 ROOSEVELT RD | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $55,000 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $5,500 |
| CATALYST OF SAN DIEGO & IMPERIAL COUNTIES | |||||||
| 5060 SHOREHAM PL STE 350 | SAN DIEGO | CA | 92122 | N/A | PC | For the Funders Together to End Homelessness San Diego/ membership dues Support Another Organization via Selected Charity | $10,000 |
| CENTER FOR CHANGING LIVES | |||||||
| 1955 N ST LOUIS AVE STE 101 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $5,000 |
| CHICAGO CARES INC | |||||||
| 1200 W 35TH ST UNIT 302 | CHICAGO | IL | 60609 | N/A | PC | for the New Neighbors Campaign | $10,000 |
| CHICAGO COALITION TO END HOMELESSNESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,750 |
| CHICAGO COALITION TO END HOMELESSNESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | for the Small Shelter Fund | $20,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | For the Truth, Racial Healing and Transformation Fund Support Another Organization via Selected Charity | $2,500 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | N/A | PC | For the Amplification Fund- SSHS (Sustainable Solutions for Housing Stability) | $50,000 |
| CHICAGO FOUNDATION FOR WOMEN | |||||||
| 140 S DEARBORN ST STE 400 | CHICAGO | IL | 60603 | N/A | PC | $2,000 to South Side Giving Circle, and $2,000 to West Side Giving Circle | $4,000 |
| CHICAGO FURNITURE BANK INC | |||||||
| 4801 S WHIPPLE ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $11,000 |
| CHICAGO HOUSE AND SOCIAL SERVICE AGENCY | |||||||
| 2229 S MICHIGAN AVE STE 304 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $5,000 |
| CHICAGO REHABILITATION NETWORK | |||||||
| 140 S DEARBORN ST STE 1420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| CLARETIAN ASSOCIATES INC | |||||||
| 3039 E 91ST ST | CHICAGO | IL | 60617 | N/A | PC | General & Unrestricted | $15,000 |
| COLLECTIVE CHICAGO | |||||||
| PO BOX 408665 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $10,000 |
| CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN | |||||||
| 1116 N KEDZIE AVE APT 5TH FLR | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTIONS FOR THE HOMELESS INC | |||||||
| 2121 DEWEY AVE | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $7,500 |
| CORNERSTONE COMMUNITY OUTREACH | |||||||
| 4615 N CLIFTON AVE | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $2,500 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | PC | General & Unrestricted | $10,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | the Racial Justice Pooled Fund | $25,000 |
| DEBORAHS PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $7,500 |
| DETROIT INSTITUTE FOR LAW AND ORGANIZING | |||||||
| 150 RIOPELLE ST APT 405 | DETROIT | MI | 48207 | N/A | PC | Property Tax Appeals Program: Chicago | $2,500 |
| DUPAGE PADS INC | |||||||
| 705 W LIBERTY DR | WHEATON | IL | 60187 | N/A | PC | General & Unrestricted | $7,500 |
| ELMHURST UNIVERSITY | |||||||
| 190 S PROSPECT AVE | ELMHURST | IL | 60126 | N/A | PC | George A. Thoma Business Scholarship Fund | $5,000 |
| ESPERANZA HEALTH CENTERS | |||||||
| 1940 S WESTERN 205 | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $10,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $10,000 |
| FAMILY RESCUE | |||||||
| PO BOX 17528 | CHICAGO | IL | 60617 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD ACCESS PROJECT | |||||||
| 351 W HUBBARD ST STE 709 | CHICAGO | IL | 60654 | N/A | PC | for the Food is Medicine Project | $25,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | For the Mission Sustainability Initiative, 1st year of a 2-year pledge | $50,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $22,492 |
| FRANCISCAN OUTREACH | |||||||
| 1101 W ADAMS ST STE A | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $11,000 |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $27,500 |
| GARFIELD PARK COMMUNITY COUNCIL | |||||||
| 300 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $5,500 |
| HEPHZIBAH CHILDRENS ASSOCIATION | |||||||
| 946 N BLVD | OAK PARK | IL | 60301 | N/A | PC | Payment towards the property assessment from Partner Engineering | $4,000 |
| HEPHZIBAH CHILDRENS ASSOCIATION | |||||||
| 946 N BLVD | OAK PARK | IL | 60301 | N/A | PC | General & Unrestricted | $7,500 |
| HOUSING ACTION ILLINOIS | |||||||
| 67 E MADISON ST STE 1603 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSING FORWARD | |||||||
| 1851 S 9TH AVE | MAYWOOD | IL | 60153 | N/A | PC | General & Unrestricted | $7,500 |
| HOUSING OPPORTUNITIES & MAINTENANCE FOR THE ELDERL | |||||||
| 945 W GEROGE ST STE 218 | CHICAGO | IL | 60657 | N/A | PC | General & Unrestricted | $7,500 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $11,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FLOOR | CHICAGO | IL | 60626 | N/A | PC | Charitable Event | $5,000 |
| HOUSING OPPORTUNITY DEVELOPMENT CORPORATION | |||||||
| 5340 LINCOLN AVE | SKOKIE | IL | 60077 | N/A | PC | General & Unrestricted | $20,000 |
| IGNITE ORG | |||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| INHERENTANCE | |||||||
| 4647 W POLK ST | CHICAGO | IL | 60644 | N/A | PC | to support the Tiny Homes Summit in Chicago | $10,000 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $27,500 |
| INTERFAITH COMMUNITY SERVICES INC | |||||||
| 550 WEST WASHINGTON AVE STE B | ESCONDIDO | CA | 92025 | N/A | PC | General & Unrestricted | $10,000 |
| INTERFAITH HOUSING DEVELOPMENT CORPORATION OF CHIC | |||||||
| 411 S WELLS ST STE 401 | CHICAGO | IL | 60607 | N/A | PC | for the renovation of Vision House | $20,000 |
| LAW CENTER FOR BETTER HOUSING | |||||||
| 100 N LASALLE ST SUITE 2500 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $5,000 |
| LYTE COLLECTIVE | |||||||
| 2333 N KILDARE AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $7,500 |
| MARGARETS VILLAGE | |||||||
| 7315 S YALE AVE | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $5,000 |
| MATTHEW HOUSE | |||||||
| 3728 SO INDIANA AVE | CHICAGO | IL | 60653 | N/A | PC | for repairs due to recent vandalism | $5,000 |
| MERCY HOUSING LAKEFRONT | |||||||
| 120 S LASALLE ST SUITE 1850 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,500 |
| METROPOLITAN TENANTS ORGANIZATION | |||||||
| 1727 S INDIANA AVE | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $5,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 200 W MADISON STE 300 | CHICAGO | IL | 60606 | N/A | PC | For the Chicago Funders Together to End Homelessness (to support City 5-year planning process) Support Another Organization via Selected Charity | $10,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 200 W MADISON STE 300 | CHICAGO | IL | 60606 | N/A | PC | For the Chicago Funders Together with Michael Reese Health Trust as fiscal sponsor Support Another Organization via Selected Charity | $25,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 200 W MADISON STE 300 | CHICAGO | IL | 60606 | N/A | PC | For the Chicago Funders Together to End Homelessness, 2nd of a 3-year pledge towards the payment of city/state staff positions Support Another Organization via Selected Charity | $35,000 |
| MUDDY WATERS MOJO MUSEUM | |||||||
| 4339 S LAKE PARK AVE | CHICAGO | IL | 60653 | N/A | PC | General & Unrestricted | $1,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $27,500 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $11,000 |
| NORTH SIDE HOUSING AND SUPPORTIVE SERVICES | |||||||
| 4410 N RAVENSWOOD AVE STE 101 | CHICAGO | IL | 60640 | 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 |
| PADS LAKE COUNTY INC | |||||||
| 1800 GRAND AVE | WAUKEGAN | IL | 60085 | N/A | PC | General & Unrestricted | $5,000 |
| READER INSTITUTE FOR COMMUNITY JOURNALISM INC | |||||||
| 2930 S MICHIGAN AVE STE 102 | CHICAGO | IL | 60616 | N/A | PC | For the Change the Narrative project | $10,000 |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 W WASHINGTON BLVD STE 401 | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $61,000 |
| SARAHS CIRCLE | |||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $11,000 |
| SHELTER INC SUITE 203 | |||||||
| 1616 N ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | N/A | PC | General & Unrestricted | $5,000 |
| SKYART NFP | |||||||
| 3026 E 91ST ST | CHICAGO | IL | 60617 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTH SUBURBAN PADS | |||||||
| 414 W LINCOLN HWY | CHICAGO HTS | IL | 60411 | N/A | PC | General & Unrestricted | $7,500 |
| SPANISH COALITION FOR HOUSING | |||||||
| 1922 N PULASKI RD | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $7,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $10,000 |
| ST LEONARD'S MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $10,000 |
| SUPPORTIVE HOUSING PROVIDERS ASSOCIATION | |||||||
| 6 LAWRENCE SQ | SPRINGFIELD | IL | 62704 | N/A | PC | General & Unrestricted | $2,500 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $11,000 |
| TOWNSPEOPLE | |||||||
| 2047 EL CAJON BLVD | SAN DIEGO | CA | 92104 | N/A | PC | For the acquisition and renovation of the Meade Ave. property | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | Center for Studies of Addiction | $1,000 |
| VISITATION CATHOLIC CHURCH | |||||||
| 779 S YORK ST | ELMHURST | IL | 60126 | N/A | PC | 70th anniversary capital campaign | $5,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $5,000 |
| YOUTH GUIDANCE | |||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,063,742 | 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 | $4,208 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,763 | 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 | $402,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $476,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $476,463 | 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 | Vilim Peter M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Oak Brook Club Drive Unit D 305 | AddressLine1Txt |
| City | Oak Brook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $997,666 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC AAPL, 685 sh. | $153,923 | 2024-11-13 |
| 1 | ARTISAN INTERNATIONAL VALUE FUND APHKX, 4907 sh. | $242,749 | 2024-11-13 |
| 1 | ARTISAN INTERNATIONAL VALUE FUND APHKX, 800 sh. | $39,576 | 2024-11-13 |
| 1 | META PLATFORMS INC META, 129 sh. | $74,872 | 2024-11-13 |
| 1 | ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 2275 sh. | $148,876 | 2024-11-13 |
| 1 | MICROSOFT CORP MSFT, 383 sh. | $162,303 | 2024-11-13 |
| 1 | NVIDIA CORP NVDA, 1188 sh. | $175,367 | 2024-11-13 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBEY CAPITAL FUTURES STRATEGY | $23,134 | $19,534 |
| ABBEY CAPITAL MULTI ASSET FUND | $10,804 | $11,003 |
| AQR DIVERSIFIED ARBITRAGE FUND | $27,924 | $28,397 |
| ARTISAN INTERNATIONAL FUND INS | $64,819 | $61,264 |
| ARTISAN INTERNATIONAL VALUE FU | $75,415 | $98,087 |
| BBH LIMITED DURATION FUND CLAS | $58,931 | $59,424 |
| BLACKROCK EVENT DRIVEN EQUITY | $27,873 | $28,104 |
| BLACKROCK GLOBAL EQUITY MRKT N | $9,266 | $11,094 |
| BLACKROCK GLOBAL LONG/SHORT CR | $11,323 | $11,034 |
| CALAMOS MARKET NEUTRAL FD CL I | $11,288 | $11,630 |
| CATALYST MILLBURN HEDGE STRATE | $11,449 | $11,258 |
| CLEARBRIDGE SMALL CAP GROWTH F | $213,830 | $186,602 |
| COLUMBIA DIVIDEND INCOME FUND | $329,307 | $428,494 |
| DELAWARE EMERGING MARKETS FUND | $292,974 | $261,768 |
| EATON VANCE FLOATING RATE FUND | $78,833 | $78,830 |
| EATON VANCE GLBL MCRO ABS RET | $21,429 | $22,093 |
| GOTHAM ABSOLUTE RETURN FUND | $9,210 | $10,154 |
| GOTHAM INDEX 500 PLUS FUND | $4,692 | $6,002 |
| ISHARES CORE MSCI EAFE ETF | $225,502 | $243,731 |
| ISHARES MSCI EMERGING MARKETS | $57,974 | $60,012 |
| ISHARES RUSSELL MIDCAP G IN FD | $23,137 | $63,375 |
| ISHARES S&P 500 INDEX FD | $449,498 | $615,171 |
| ISHARES TRUST RUSSELL 1000 GRO | $133,772 | $226,893 |
| JANUS HENDERSON ENTERPRISE FUN | $294,281 | $300,205 |
| JOHN HANCOCK FUNDS III DISCIPL | $302,941 | $335,880 |
| JPMORGAN HEDGED EQUITY FUND CL | $9,870 | $12,218 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $172,462 | $224,105 |
| LORD ABBETT INVT TRUST | $17,475 | $16,467 |
| MFS INTERNATIONAL NEW DISCOVER | $42,737 | $34,325 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $32,853 | $35,950 |
| PGIM SHORT TERM CORP | $138,785 | $132,502 |
| UNDISCOVERED MANAGERS BEHAVIOR | $121,146 | $189,995 |
| VICTORY MARKET NEUTRAL INCOME | $5,903 | $5,790 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,063,742. This amount represents 25% or more of the Foundation's net assets of $3,914,115 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - FRANCISCAN OUTREACH | Desc |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,572 | $19,572 |
| Foundation Dues & Memberships | $3,330 | $3,330 |
| Indemnification Insurance | $953 | $953 |
| State or Local Filing Fees | $15 | $15 |
| Website Hosting/Support | $216 | $216 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charge Refund | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $22,807 | $22,807 | |
| Philanthropic Consulting Srvcs | $77,000 | $77,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $3,100 |
| 990-PF Excise Tax for 2023 | $1,243 |
Comments