2021-11-15T07:55:58-06:00 2020-12-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990PF 2020-01-01 363025967 The Coleman Foundation Inc COLE 3129027120 651 W Washington Blvd No 306 Chicago IL 606612134 Shelley A Davis President & CEO 3129027120 2021-11-12 1 Shelley Davis XXX-XX-XXXX Rebekuh Eley P01247672 3126343400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 191210811 X X 2756066 2756066 7211515 24959341 7211515 2026025 2024427 11993606 11992008 502113 56750 445363 450078 0 439015 273473 0 278351 52484 0 58061 395342 0 396598 918154 770155 115223 256097 0 0 17807 0 113901 0 113901 5880 0 6078 241069 612 253466 3226398 827517 2106056 11865151 15176028 15091549 827517 17282084 -3097943 11164491 215574 4571094 4571094 4456446 4590913 4590913 67691 58827 58827 19372708 15916335 15916335 123122986 126380506 126380506 25877300 25846570 25846570 17302449 13389170 13389170 186751 44620 62375 142131 142131 416185 315265 315265 190893714 191210811 191210811 322710 320478 5416178 2095301 604623 699880 6343511 3115659 X 184550203 188095152 0 0 0 0 184550203 188095152 190893714 191210811 184550203 -3097943 6642892 188095152 0 188095152 Publicly Traded Securites 24959341 17747826 7211515 7211515 7211515 155186 0 155186 0 155186 134920 0 20000 0 154920 X 502 768 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 0 0 1 1 www.colemanfoundation.org Shelley A Davis 3129027120 651 W Washington Blvd No 306 Chicago IL 606612134 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Shelley A Davis 651 W Washington Blvd Ste 306 Chicago IL 60661 President 45.00 32125 4819 0 Michael W Hennessy 651 W Washington Blvd Ste 306 Chicago IL 60661 President & Director (until 2020) 45.00 289738 70467 0 R Michael Furlong 651 W Washington Blvd Ste 306 Chicago IL 60661 Chairman & Director 6.00 49000 0 0 Daniel B Wanzenberg 651 W Washington Blvd Ste 306 Chicago IL 60661 Treasurer & Director 6.00 60000 0 0 Esther Barron 651 W Washington Blvd Ste 306 Chicago IL 60661 Director 6.00 32000 0 0 Alison Fitzgerald 651 W Washington Blvd Ste 306 Chicago IL 60661 Director 6.00 39250 0 0 Rosa Berardi 651 W Washington Blvd Ste 306 Chicago IL 60661 Senior Program Offic 40.00 202593 29039 0 Clark A McCain 651 W Washington Blvd Ste 306 Chicago IL 60661 Senior Program Offic 40.00 148593 22289 0 Elizabeth M Torres 651 W Washington Blvd Ste 306 Chicago IL 60661 Grants Manager 40.00 89688 13453 0 Erin M Fleming 651 W Washington Blvd Ste 306 Chicago IL 60661 Executive Asst. & Of 40.00 46250 6937 0 0 Clifford Financial Consulting Inc 5237 North Glenwood Avenue Chicago IL 60640 Interim CFO 353968 Dana Investment Advisors 15800 W Bluemound Rd Ste 250 Brookfield WI 53005 Investment Management 194261 WCM Investment Management 281 Brooks Street Laguna Beach CA 92651 Investment Management 178163 Pinnacle Associates Ltd 335 Madison Avenue 11th Floor New York NY 10017 Investment Management 103981 Wasmer Schroeder & Company 600 Fifth Avenue S Suite 210 Naples FL 34102 Investment Management 90115 4 0 171459912 3617273 5000 175082185 0 0 175082185 2626233 172455952 8622798 8622798 155186 155186 8467612 10026 8477638 0 8477638 17282084 0 97561 17379645 0 17379645 8477638 5811441 0 0 17379645 5811441 0 0 8477638 3090566 0 0 3090566 0 0 0 0 0 0 0 3090566 3090566 The Coleman Foundation Inc 651 W Washington Blvd 306 Chicago IL 60661 3129027120 grants@colemanfoundation.org We invite organizations who share the Foundation's goals to submit an initial approach through a concise letter of inquiry (LOI), including: - A brief description of the organization - A synopsis of the program to be proposed - A clear statement of program/grant objectives and how they will be evaluated - An estimate of the size grant to be proposed or range of proposed funding - A statement of how the program/project will be sustained following the grant period - Contact name and information, including the e-mail address of the project manager for further communication The Foundation accepts letters of inquiry throughout the calendar year. Grants are made only to organizations that are certified by the Internal Revenue Service (IRS) as tax exempt, non-profit organizations, 501(c)(3) or 509(a)(1), and that are not private foundations. No grants can be made to individuals. The Foundation's primary geographic focus is the Chicago metropolitan area. Only programs within the United States will be considered, which excludes all international programs. For more information please visit www.ColemanFoundation.org A Safe Haven Foundation 2750 West Roosevelt Road Chicago IL 60608 PC General Operating Support 50000 A Safe Place 2710 17th Street Zion IL 60099 PC General Operating Support 50000 A Silver Lining Foundation 134 North LaSalle Street Suite 1218 Chicago IL 60602 PC General Operating Support 25000 A Silver Lining Foundation 134 North LaSalle Street Suite 1218 Chicago IL 60602 PC Program Support 20000 Accion Serving Illinois & Indiana 135 North Kedzie Avenue Chicago IL 60612 PC General Operating Support 75000 Accion Serving Illinois & Indiana 135 North Kedzie Avenue Chicago IL 60612 PC Program Support 150000 Ada S McKinley Community Services Inc 1359 West Washington Boulevard Chicago IL 60607 PC General Operating Support 35000 Advocate Sherman Hospital 1425 North Randall Road Elgin IL 60123 PC Program Support 110000 ALAS-WINGS 3023 N Clark Street Suite 613 Chicago IL 60657 PC General Operating Support 25000 ALAS-WINGS 3023 N Clark Street Suite 613 Chicago IL 60657 PC Program Support 20000 Alivio Medical Center 966 West 21st Street Chicago IL 60608 PC General Operating Support 100000 Almost Home Kids 7 S 721 Route 53 Naperville IL 60540 PC Program Support 150000 Almost Home Kids 7 S 721 Route 53 Naperville IL 60540 PC General Operating Support 57525 American Cancer Society Inc One East Wacker Drive Suite 1500 Chicago IL 60601 PC Program Support 25000 Aspire 9901 Derby Lane Westchester IL 601543709 PC General Operating Support 77500 Aspiritech NFP 1893 Sheridan Road Highland Park IL 60035 PC General Operating Support 31650 Aspiritech NFP 1893 Sheridan Road Highland Park IL 60035 PC Capital Support 500000 Association for Individual Development (AID) 1135 Bowes Road Elgin IL 60123 PC General Operating Support 34800 Avenues to Independence 515 Busse Highway Park Ridge IL 60068 PC General Operating Support 87500 Barbara Olson Center of Hope 3206 North Central Avenue Rockford IL 611011756 PC General Operating Support 32000 Blood & Marrow Transplant Information Network 1548 Old Skokie Road Suite 1 Highland Park IL 60035 PC Program Support 20000 Blue Cap 2155 Broadway Street Blue Island IL 604063097 PC General Operating Support 87500 Cal's All Star Angel Foundation Inc 2422 West Main Street Unit 3B St Charles IL 60175 PC General Operating Support 25000 Cal's All Star Angel Foundation Inc 2422 West Main Street Unit 3B St Charles IL 60175 PC Program Support 20000 Camp Kesem National 10586 West Pico Boulevard 196 Los Angeles CA 90064 PC General Operating Support 25000 Camp Kesem National 10586 West Pico Boulevard 196 Los Angeles CA 90064 PC Program Support 20000 Cancer Support Center 2028 Elm Road Homewood IL 60430 PC General Operating Support 62500 Cancer Support Center 2028 Elm Road Homewood IL 60430 PC Program Support 42000 Cancer Wellness Center 215 Revere Drive Northbrook IL 600628010 PC General Operating Support 37500 Cancer Wellness Center 215 Revere Drive Northbrook IL 600628010 PC Program Support 20000 Cara Chicago 237 South Desplaines Street Chicago IL 60661 PC General Operating Support 37500 Center for Enriched Living 280 Saunders Road Riverwoods IL 600153835 PC General Operating Support 37500 Center for Independence through Conductive Education 100 West Plainfield Road Suite 100 Countryside IL 60525 PC General Operating Support 311725 Center for Independent Futures 1015 Davis Street Evanston IL 60201 PC General Operating Support 34100 Chicago Artists Coalition 2130 West Fulton Street Chicago IL 60612 PC General Operating Support 37500 Chicago Cares 2 N Riverside Plaza Suite 1800 Chicago IL 60606 PC Program Support 100000 Chicago Community Foundation 225 N Michigan Ave 2200 Chicago IL 60601 PC Program Support 1250000 Chicago Horticultural Society 1000 Lake Cook Road Glenview IL 60022 PC Program Support 80000 Chicago Urban League 4510 South Michigan Avenue Chicago IL 606533816 PC Program Support 50000 Chicago Urban League 4510 South Michigan Avenue Chicago IL 606533816 PC General Operating Support 40000 Children's Oncology Services Inc 213 West Institute Place Suite 410 Chicago IL 60610 PC General Operating Support 62500 Children's Oncology Services Inc 213 West Institute Place Suite 410 Chicago IL 60610 PC Program Support 20000 Clearbrook 1835 West Central Road Arlington Heights IL 60005 PC Program Support 352328 Clearbrook 1835 West Central Road Arlington Heights IL 60005 PC General Operating Support 72500 Cornerstone Services Inc 777 Joyce Road Joliet IL 60436 PC General Operating Support 37500 CTF ILLINOIS 18230 Orland Parkway Orland Park IL 60462 PC General Operating Support 63537 Culinary Care 2023 W Saint Paul Avenue Apt 3 Chicago IL 60647 PC General Operating Support 25000 Culinary Care 2023 W Saint Paul Avenue Apt 3 Chicago IL 60647 PC Program Support 15000 Defy Ventures Inc 3550 Wilshire Boulevard Los Angeles CA 90010 PC Program Support 70000 DePaul University 1 East Jackson Boulevard Chicago IL 606042287 PC General Operating Support 30000 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Gardens Inc 624 North Lombard Oak Park IL 60302 PC General Operating Support 37500 Envision Unlimited 8 South Michigan Avenue Suite 1700 Chicago IL 60603 PC Program Support 375000 Envision Unlimited 8 South Michigan Avenue Suite 1700 Chicago IL 60603 PC General Operating Support 77500 Equal Hope 300 South Ashland Avenue Suite 202 Chicago IL 60607 PC Program Support 300000 Esperanza Community Services 520 North Marshfield Avenue Chicago IL 60622 PC General Operating Support 26400 Exponent Philanthropy PO Box 65607 Washington DC 200355607 PC Program Support 12500 Exponent Philanthropy PO Box 65607 Washington DC 200355607 PC General Operating Support 25000 FamilyFarmed 225 West Hubbard Street Suite 650 Chicago IL 60654 PC General Operating Support 187500 Far South Community Development Corporation 9923 South Halsted Street Suite D Chicago IL 60628 PC Program Support 25000 Far South Community Development Corporation 9923 South Halsted Street Suite D Chicago IL 60628 PC General Operating Support 50000 Forefront 208 South LaSalle Street Suite 1540 Chicago IL 606041006 PC General Operating Support 19069 Fox Valley Hands of Hope 200 Whitfield Drive Geneva IL 60134 PC General Operating Support 16574 Future Founders Foundation 222 W Merchandise Mart Plaza Suite 1212 Chicago IL 60654 PC Program Support 120000 Future Founders Foundation 222 W Merchandise Mart Plaza Suite 1212 Chicago IL 60654 PC General Operating Support 32175 Garden Center Services 8333 S Austin Ave Burbank IL 60459 PC General Operating Support 50000 Gateway to Learning Special Education and Training Center 4925 North Lincoln Avenue Chicago IL 606252609 PC General Operating Support 37500 Gilda's Club Chicago 537 North Wells Street Chicago IL 60611 PC General Operating Support 62500 Good Shepherd Manor PO Box 260 Momence IL 60954 PC General Operating Support 35325 Greater Chicago Food Depository 4100 W Ann Lurie Place Chicago IL 60632 PC Program Support 75000 Greater Englewood Community Development Corporation 815 West 63rd Street Chicago IL 60621 PC Program Support 150000 Greater Englewood Community Development Corporation 815 West 63rd Street Chicago IL 60621 PC General Operating Support 50000 Greater Southwest Development Corporation 2601 West 63rd Street Chicago IL 60629 PC General Operating Support 50000 Have Dreams 515 Busse Highway Suite 150 Park Ridge IL 60068 PC General Operating Support 162500 Helping Hand Center 9649 West 55th Street Countryside IL 60525 PC General Operating Support 82500 Home of Hope Cancer Wellness Center 1637 Plock Dr Dixon IL 61021 PC General Operating Support 26923 Home of Hope Cancer Wellness Center 1637 Plock Dr Dixon IL 61021 PC Program Support 10000 IMD Guest House Foundation 1933 West Polk Street 214 Chicago IL 60612 PC General Operating Support 25000 IMD Guest House Foundation 1933 West Polk Street 214 Chicago IL 60612 PC Program Support 25000 Imerman Angels 205 West Randolph Street 19th Floor Chicago IL 606061895 PC General Operating Support 57500 Imerman Angels 205 West Randolph Street 19th Floor Chicago IL 606061895 PC Program Support 20000 Initiative for a Competitive Inner City (ICIC) 56 Warren Street Suite 300 Roxbury MA 02119 PC Program Support 50000 JourneyCare Foundation 2050 Claire Court Glenview IL 60025 PC General Operating Support 37500 Kids Kicking Cancer 27600 Northwestern Highway Suite 220 Southfield MI 48034 PC General Operating Support 20000 L'Arche Chicago 7313 Madison Street Forest Park IL 60130 PC General Operating Support 37500 La Rabida Children's Hospital 6501 South Promontory Drive Chicago IL 60649 PC Program Support 50000 La Rabida Children's Hospital 6501 South Promontory Drive Chicago IL 60649 PC General Operating Support 125000 Lake Forest Hospital 1000 North Westmoreland Road Lake Forest IL 60045 PC Program Support 75000 Latino Alzheimer's & Memory Disorders Alliance (LAMDA) 6112 West Cermak Road Cicero IL 60804 PC General Operating Support 24769 Lemons of Love 433 East Golf Road Des 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Chicago IL 60626 PC General Operating Support 87500 Park Lawn Association 10833 South LaPorte Avenue Oak Lawn IL 60453 SO II General Operating Support 132500 PAWS Chicago 1933 North Marcey Street Chicago IL 60614 PC General Operating Support 142500 PAWS Chicago 1933 North Marcey Street Chicago IL 60614 PC Program Support 150000 Providence St Mel School 119 South Central Park Boulevard Chicago IL 60624 PC General Operating Support 50000 Quad Communities Development Corporation 4210 South Berkeley Avenue Chicago IL 606533012 PC General Operating Support 50000 Ray Graham Association 901 Warrenville Rd Lisle IL 60532 PC General Operating Support 40000 Riverside Foundation 14588 West Highway 22 Lincolnshire IL 60069 PC General Operating Support 33925 Rogers Park Business Alliance 1448 West Morse Avenue Chicago IL 60626 PC Program Support 122000 Rush University Medical Center 1700 West Van Buren Street Suite 250 Chicago IL 60612 PC Program Support 560000 Rush-Copley Medical Center 2000 Ogden Avenue Aurora IL 60504 PC Program Support 10000 Saint Anthony Hospital 2875 West 19th Street Chicago IL 60623 PC General Operating Support 122000 Sarah's Inn 1547 Circle Avenue Forest Park IL 60130 PC Capital Support 100000 Sarah's Inn 1547 Circle Avenue Forest Park IL 60130 PC General Operating Support 51400 Schwab Rehabilitation Hospital 1401 S California Blvd Chicago IL 60608 PC Program Support 70000 Search Inc 1925 North Clybourn Avenue Suite 200 Chicago IL 60614 PC General Operating Support 76375 Sertoma Centre Inc 4343 West 123rd Street Alsip IL 60803 PC General Operating Support 81725 Shore Community Services Inc 8350 Laramie Avenue Skokie IL 60077 PC General Operating Support 87500 Sinai Health System 1500 South California Chicago IL 606081797 PC Capital Support 100000 Sinai Health System 1500 South California Chicago IL 606081797 PC Program Support 75000 Sisters Network Chicago Chapter 10727 South Eberhart Avenue Chicago IL 60628 PC General Operating Support 866 Sisters Network Chicago Chapter 10727 South Eberhart Avenue Chicago IL 60628 PC Program Support 5000 Small Business Majority 1015 15th Street NW Suite 450 Washington DC 20005 PC General Operating Support 50000 Soaring Eagle Academy 800 Parkview Boulevard Lombard IL 60148 PC General Operating Support 37500 St Coletta's of Illinois Inc 18350 Crossing Drive Tinley Park IL 60487 PC General Operating Support 77875 St Coletta's of Illinois Inc 18350 Crossing Drive Tinley Park IL 60487 PC Capital Support 225000 STARS Family Services PO Box 1388 Wheaton IL 60187 PC General Operating Support 37500 Sunshine Enterprises 503 East 61st Street Chicago IL 60637 PC General Operating Support 200000 The Arts of Life Chicago Studio 2010 West Carroll Avenue Chicago IL 60612 PC Program Support 10000 The Arts of Life Chicago Studio 2010 West Carroll Avenue Chicago IL 60612 PC General Operating Support 197500 The Douglas Center 3445 West Howard Avenue Skokie IL 60076 PC General Operating Support 18808 Trinity Services Inc 301 Veterans Parkway New Lenox IL 60451 PC General Operating Support 72500 True North Treks NFP 2219 Colfax Street Evanston IL 60201 PC General Operating Support 25000 True North Treks NFP 2219 Colfax Street Evanston IL 60201 PC Program Support 25000 Turning Pointe Autism Foundation 1500 West Ogden Avenue Naperville IL 60540 PC General Operating Support 37500 Twist Out Cancer 702 North 3rd Street Philadelphia PA 19123 PC General Operating Support 37250 Twist Out Cancer 702 North 3rd Street Philadelphia PA 19123 PC Program Support 20000 UCP Seguin of Greater Chicago 3100 South Central Avenue Cicero IL 608043987 PC Capital Support 50300 UCP Seguin of Greater Chicago 3100 South Central Avenue Cicero IL 608043987 PC General Operating Support 72500 UCP Seguin of Greater Chicago 3100 South Central Avenue Cicero IL 608043987 PC Program Support 50000 United Way of Metro Chicago 333 South Wabash Avenue 30th Floor Chicago IL 60604 PC Program Support 500000 University of Chicago 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Accion 2124 W 21st Place Chicago IL 60608 PC General Operating Support 25000 Saint Anthony Hospital 2875 West 19th Street Chicago IL 60623 PC Program Support 15000 529230 14 2756066 523000 1598 14 2024427 18 7211515 1598 11992008 0 11993606 0 0 0 0 0 0 0 0 0 0 Accounting and Auditing Expense 395342 0 396598 AT&T INC 6.5% 09/01/2037 90626 90626 AT&T INC 4.25% 03/01/2027 23395 23395 AMERICAN EXPRESS CO 3.4% 02/27/2023-2023 611547 611547 APPLE INC 2.2% 09/11/2029-2029 782804 782804 BANK OF AMERICA CORP 5.875% 63090 63090 BANK OF AMERICA CORP 3.248% 10/21/2027-2026 800149 800149 BANK OF NOVA SCOTIA INDUSTRY DIVERSIFIED BANKS 1.875% 04/26/2021 532708 532708 BOEING CO 3.2% 03/01/2029 21113 21113 BOEING CO 5.04% 05/01/2027-2027 99371 99371 BP CAP MARKETS AMERICA 3.633% 04/06/2030-2030 698976 698976 CAPITAL ONE FINANCIAL CORP 5% 66475 66475 CITIGROUP INC 6.875% SER K 63736 63736 COMCAST CORP 3.3% 02/01/2027 733317 733317 DELTA AIR LINES INC 4.375% 04/19/2028-2028 60334 60334 DUKE ENERGY CORP 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MORGAN USD EMERGING MARKETS BOND ETF 341587 341587 ISHARES IBOXX & HIGH YIELD CORPORATE BOND ETF 193020 193020 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 630999 630999 ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIEIS ETF 242035 242035 ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF 644840 644840 ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 487355 487355 ISHARES INTEREST RATE HEDGED 334949 334949 JP MORGAN CHASE & CO 3.2% 01/25/2023 762199 762199 JABIL, INC 3.95% 01/12/2028 118747 118747 JPMORGAN ULTRA SHORT INCOME ETF 419322 419322 JEFFERIES GROUP INC 6.25% 01/15/2036 100025 100025 JP MORGAN CHASE & CO 6.15% PFD 46008 46008 KRAFT HEINZ FOODS CO 4.625% 01/30/2029-2028 102982 102982 MICROSOFT CORP 3.125% 11/03/2025-2025 793737 793737 MIDAMERICAN ENERGY CO 3.1% 05/01/2027 846355 846355 MORGAN STANLEY 3.875% 04/29/2024 775474 775474 NEXTERA ENERGY CAPITAL 63638 63638 OCCIDENTAL PETROLEUM CORP 7.5% 05/01/2031 95779 95779 ORACLE CORP 2.4% 09/15/2023 304935 304935 PNC FINANCIAL SERVICES GROUP 2.2% 11/01/2024-2024 637674 637674 PFIZER INC 2.625% 04/01/2030-2030 390653 390653 PULTEGROUP CORP 6.375% 05/15/2033 116459 116459 ROYAL BANK OF CANADA 2.3% 03/22/2021 401800 401800 SIMON PROPERTY GROUP LP 3.375% 06/15/2027 788597 788597 STARBUCKS CORP 2.45% 06/15/2026 485883 485883 VANECK HIGH YIELD MUNI ETF INDEX 581184 581184 VERISIGN INC 5.25% 04/01/2025 119306 119306 VERIZON COMMUNICATIONS 4.329% 09/21/2028 541904 541904 WELLS FARGO & CO 4.6% 04/01/2021 717498 717498 GS GOV/CORP FIXED INCOME 7913519 7913519 AIA GROUP LTD SP-ADR 1218192 1218192 A10 NETWORKS INC 49793 49793 ABBOTT LABORATORIES 2014616 2014616 ABBVIE INC 1992990 1992990 ACTIVISION BLIZZARD INC 501390 501390 ADOBE INC 620149 620149 AERIE PHARMACEUTICALS INC 86599 86599 ADYEN NV UNSPON ADR 552190 552190 ADVANCED DRAINAGE SYSTEM INC 206777 206777 ADVANCED ENERGY IND 252122 252122 AEROVIRONMENT INC 248100 248100 AGREE REALTY CORP 189686 189686 ALEXANDRIA REAL ESTATE EQUITIES 133665 133665 ALPHABET INC CL C 2293211 2293211 ALPHABET INC CL A 841267 841267 ALPHATEC HOLDINGS INC 48642 48642 AMADEUS IT HLDGS UNSP ADR 601583 601583 AMAZON.COM 3077799 3077799 AMERICAN EXPRESS CO 287766 287766 AMERICAN TOWER CORP 320978 320978 AMERIS BANCORP 203675 203675 AMGEN INC 528816 528816 AMICUS THERAPEUTICS INC 172136 172136 AMYRIS INC 51870 51870 ANDERSONS INC 44951 44951 ANTARES PHARMA INC 35631 35631 APPLE INC 3406152 3406152 ARLO TECHNOLOGIES INC 62164 62164 ATARA BIOTHERAPEUTICS INC 104432 104432 ATLAS COPCO AB-SPON ADR 793840 793840 AUTOZONE INC 438613 438613 AVERY DENNISON CORP 451370 451370 AVID TECHNOLOGY INC 50308 50308 AVIENT CORP 215458 215458 B. 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