DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202131119349100518
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T15:49:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-04-09 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,218,933 | 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 | $1,485,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,045 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,045 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,180,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,251,424 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,670,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,305,118 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $213,243 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,593 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $168,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20,118 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $188,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,352,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,352,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,588,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,541,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,260,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,377 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,909,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,943,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,083,556 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,998,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,079,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,218,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,998,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,079,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,998,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,079,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,998,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,079,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,998,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,079,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,079,328 | 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 | $2,180,451 | GrossSalesPriceAmt |
| Cost Or Other Basis | $929,027 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,251,424 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,251,424 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,251,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,521 | SubtotalAmt |
| Tax Based On Investment Income | $17,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,210 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $14,312 | TaxDueAmt |
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 | Yes (true) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pierce Family Charitable Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N Dearborn Ave Suite 1200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $168,650 | CompensationAmt |
| 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 | $4,264,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,539,730 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,539,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,471,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,521 | TotalTaxAmt |
| Distributable Before Adj | $206,061 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $206,061 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,541,518 | 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 | $1,541,518 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,541,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,061 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $121,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,697 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $641,152 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,463,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,541,518 | QualifyingDistributionsAmt |
| Applied To Current Year | $206,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,335,457 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,799,394 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $121,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,677,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,697 | ExcessFromYear4Amt |
| Excess From Year3 | $641,152 | ExcessFromYear3Amt |
| Excess From Year2 | $201,044 | ExcessFromYear2Amt |
| Excess From Year1 | $403,487 | ExcessFromYear1Amt |
| Excess From Current Year | $1,335,457 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFFINITY COMMUNITY SERVICES | |||||||
| C/O B W R J 2850 S WABASH AVE 108 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $1,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $20,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | Integrated Human Services Data Initiative | $100,000 |
| AMERICAN ENDOWMENT FOUNDATION | |||||||
| 1521 GEORGETOWN RD STE 104 | HUDSON | OH | 44236 | N/A | PC | the Waterton Philanthropic Fund | $200,000 |
| 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 | 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 ON HALSTED | |||||||
| 3656 N HALSTED | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO CARES INC | |||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 60661 | N/A | PC | AMPT for Impact Program | $25,000 |
| CHICAGO CARES INC | |||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 60661 | N/A | PC | AMPT: Advancing Nonprofits Program | $25,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | N/A | PC | general operations, The Vilim Family Impact Fund | $255,000 |
| CHICAGO FURNITURE BANK INC | |||||||
| 135 S LA SALLE ST STE 2000 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| CHICAGO HOUSE AND SOCIAL SERVICE AGENCY | |||||||
| 2229 S MICHIGAN AVE STE 304 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $5,000 |
| CLARETIAN ASSOCIATES INC | |||||||
| 9108 S BRANDON AVE | CHICAGO | IL | 60617 | 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 | $5,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $1,000 |
| DEBORAHS PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| DEPAUL UNIVERSITY | |||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | The Real Estate Center at DePaul University | $25,000 |
| DIOCESE OF JOLIET SEMINARIAN EDUCATION ENDOWMENT T | |||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | N/A | PC | Seminarian Education Scholarship Fund | $20,000 |
| FACING FORWARD TO END HOMELESSNESS | |||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $10,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST 2ND FL | CHICAGO | IL | 60606 | N/A | PC | the MSI initiative and Forefront program administration fund | $100,000 |
| FRANCISCAN OUTREACH | |||||||
| 717B W 18TH ST | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE CHILDREN - CHICAGO | |||||||
| 231 N PINE AVE | CHICAGO | IL | 60644 | 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 |
| GRAY MATTER EXPERIENCE | |||||||
| 1011 W 19TH ST | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $1,000 |
| HOUSING ACTION ILLINOIS | |||||||
| 67 E MADISON ST STE 1603 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $2,500 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FL | 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 | $7,500 |
| JUST CALL US VOLUNTEERS | |||||||
| 2801 B ST | SAN DIEGO | CA | 92102 | N/A | PC | General & Unrestricted | $4,500 |
| LA CASA NORTE | |||||||
| 3533 W N AVE | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $5,000 |
| LYTE COLLECTIVE | |||||||
| 2333 N KILDARE AVE | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $2,500 |
| MARGARETS VILLAGE | |||||||
| 7315 S YALE AVE | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $1,750 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 150 N WACKER DR STE 2320 | CHICAGO | IL | 60606 | N/A | PC | the Health First Fund | $25,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 150 N WACKER DR STE 2320 | CHICAGO | IL | 60606 | N/A | PC | Chicago Funders Together Program to End Homelessness | $25,000 |
| NAACP FOUNDATION | |||||||
| 7 ST PAUL ST STE 12 | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $2,500 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $10,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMO | |||||||
| 541 N FAIRBANKS COURT STE 800 | CHICAGO | IL | 60611 | N/A | PC | the Waterton-Adrienne Smith Sarcoma research fund at northwestern memorial foundation | $250,000 |
| PET RESCUE PILOTS | |||||||
| 99 N LA CIENEGA BLVD STE 300 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $1,500 |
| PRIMO CENTER FOR WOMEN AND CHILDREN | |||||||
| 6212 S SANGAMON ST | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $1,000 |
| RANCHO COASTAL HUMANE SOCIETY | |||||||
| 389 REQUEZA ST | ENCINITAS | CA | 92024 | N/A | PC | General & Unrestricted | $2,000 |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 W WASHINGTON BLVD STE 401 | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| SARAHS CIRCLE | |||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | General & Unrestricted | $5,000 |
| ST LEONARD'S MINISTRIES | |||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| THANKFUL FOR CHICAGO | |||||||
| 1130 S MICHIGAN AVE 2305 | CHICAGO | IL | 60605 | N/A | PC | The Happiness Cafe establishment fund | $2,000 |
| THE BOULEVARD OF CHICAGO INC | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED WAY OF METROPOLITAN CHICAGO INC | |||||||
| 231196 MOMENTUM PL | CHICAGO | IL | 60689 | N/A | PC | Chicago Community COVID-19 Response Fund | $25,000 |
| UNITED WAY OF METROPOLITAN CHICAGO INC | |||||||
| 231196 MOMENTUM PL | CHICAGO | IL | 60689 | N/A | PC | Truth, Racial Healing and Transformation Program | $2,500 |
| WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVE | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,352,750 | 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 | $2,045 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,612 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,310 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $185,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,004 | 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 | 171 S Hawthorne Ave | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601263239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,485,026 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (196 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALLEGION PLC ALLE, 2 sh. | $243 | 2020-03-03 |
| 1 | ALLEGION PLC ALLE, 3 sh. | $364 | 2020-03-03 |
| 1 | ADOBE SYSTEMS, INC ADBE, 69 sh. | $24,460 | 2020-03-03 |
| 1 | ADOBE SYSTEMS, INC ADBE, 67 sh. | $23,751 | 2020-03-03 |
| 1 | ADOBE SYSTEMS, INC ADBE, 5 sh. | $1,772 | 2020-03-03 |
| 1 | ADOBE SYSTEMS, INC ADBE, 5 sh. | $1,772 | 2020-03-03 |
| 1 | ADVANCED MICRO DEVICES INC AMD, 100 sh. | $4,794 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 4 sh. | $5,475 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 10 sh. | $13,687 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 5 sh. | $6,844 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 5 sh. | $6,844 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 10 sh. | $13,687 | 2020-03-03 |
| 1 | ALPHABET INC CL A GOOGL, 5 sh. | $6,844 | 2020-03-03 |
| 1 | AMAZON COM AMZN, 5 sh. | $9,711 | 2020-03-03 |
| 1 | ANSYS INC ANSS, 10 sh. | $2,543 | 2020-03-03 |
| 1 | ANTHEM INC ANTM, 10 sh. | $2,683 | 2020-03-03 |
| 1 | APPLE INC AAPL, 205 sh. | $60,455 | 2020-03-03 |
| 1 | APPLE INC AAPL, 105 sh. | $30,965 | 2020-03-03 |
| 1 | APPLE INC AAPL, 175 sh. | $51,608 | 2020-03-03 |
| 1 | APPLE INC AAPL, 70 sh. | $20,643 | 2020-03-03 |
| 1 | AUTODESK, INC ADSK, 10 sh. | $1,839 | 2020-03-03 |
| 1 | AUTODESK, INC ADSK, 15 sh. | $2,759 | 2020-03-03 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 129 sh. | $20,539 | 2020-03-03 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 32 sh. | $5,095 | 2020-03-03 |
| 1 | BOEING CO BA, 25 sh. | $7,194 | 2020-03-03 |
| 1 | BOEING CO BA, 25 sh. | $7,194 | 2020-03-03 |
| 1 | BROADCOM INC AVGO, 32 sh. | $8,961 | 2020-03-03 |
| 1 | CME GROUP, INC CME, 90 sh. | $19,238 | 2020-03-03 |
| 1 | CME GROUP, INC CME, 45 sh. | $9,619 | 2020-03-03 |
| 1 | CHARTER COMMUNICATIONS, INC CHTR, 4 sh. | $1,989 | 2020-03-03 |
| 1 | CHARTER COMMUNICATIONS, INC CHTR, 9 sh. | $4,476 | 2020-03-03 |
| 1 | DANAHER CORP DHR, 5 sh. | $755 | 2020-03-03 |
| 1 | FISERV INC FISV, 19 sh. | $2,122 | 2020-03-03 |
| 1 | FISERV INC FISV, 40 sh. | $4,467 | 2020-03-03 |
| 1 | GLOBAL PAYMENTS INC GPN, 12 sh. | $2,281 | 2020-03-03 |
| 1 | HCA INC HCA, 5 sh. | $664 | 2020-03-03 |
| 1 | HCA INC HCA, 5 sh. | $664 | 2020-03-03 |
| 1 | HCA INC HCA, 35 sh. | $4,647 | 2020-03-03 |
| 1 | HENRY JACK & ASSOC INC JKHY, 75 sh. | $11,892 | 2020-03-03 |
| 1 | HOME DEPOT INC HD, 50 sh. | $11,535 | 2020-03-03 |
| 1 | HONEYWELL INTL HON, 178 sh. | $29,258 | 2020-03-03 |
| 1 | HONEYWELL INTL HON, 40 sh. | $6,575 | 2020-03-03 |
| 1 | INTEL CORP INTC, 18 sh. | $1,030 | 2020-03-03 |
| 1 | INTEL CORP INTC, 137 sh. | $7,838 | 2020-03-03 |
| 1 | INTEL CORP INTC, 29 sh. | $1,659 | 2020-03-03 |
| 1 | INTEL CORP INTC, 110 sh. | $6,293 | 2020-03-03 |
| 1 | INTUIT INTU, 5 sh. | $1,372 | 2020-03-03 |
| 1 | INTUIT INTU, 5 sh. | $1,372 | 2020-03-03 |
| 1 | INTUIT INTU, 70 sh. | $19,209 | 2020-03-03 |
| 1 | JP MORGAN CHASE JPM, 41 sh. | $4,903 | 2020-03-03 |
| 1 | JP MORGAN CHASE JPM, 111 sh. | $13,275 | 2020-03-03 |
| 1 | KEYSIGHT TECHNOLOGIES INC KEYS, 7 sh. | $674 | 2020-03-03 |
| 1 | KEYSIGHT TECHNOLOGIES INC KEYS, 5 sh. | $481 | 2020-03-03 |
| 1 | LAM RESEARCH CORP LRCX, 10 sh. | $2,984 | 2020-03-03 |
| 1 | LAM RESEARCH CORP LRCX, 5 sh. | $1,492 | 2020-03-03 |
| 1 | LOCKHEED MARTIN CORP LMT, 15 sh. | $5,801 | 2020-03-03 |
| 1 | MASCO CORP MAS, 10 sh. | $435 | 2020-03-03 |
| 1 | MASTERCARD INC MA, 50 sh. | $15,136 | 2020-03-03 |
| 1 | MASTERCARD INC MA, 50 sh. | $15,136 | 2020-03-03 |
| 1 | METTLER-TOLEDO INTL MTD, 5 sh. | $3,685 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 23 sh. | $3,878 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 33 sh. | $5,565 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 119 sh. | $20,067 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 104 sh. | $17,538 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 147 sh. | $24,789 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 69 sh. | $11,635 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 265 sh. | $44,687 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 265 sh. | $44,687 | 2020-03-03 |
| 1 | MICROSOFT CORP MSFT, 30 sh. | $5,059 | 2020-03-03 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 10 sh. | $931 | 2020-03-03 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 5 sh. | $465 | 2020-03-03 |
| 1 | MONSTER BEVERAGE CORP MNST, 30 sh. | $1,940 | 2020-03-03 |
| 1 | MOODYS CORP MCO, 5 sh. | $1,282 | 2020-03-03 |
| 1 | MOODYS CORP MCO, 5 sh. | $1,282 | 2020-03-03 |
| 1 | MOODYS CORP MCO, 5 sh. | $1,282 | 2020-03-03 |
| 1 | NETFLIX INC NFLX, 10 sh. | $3,805 | 2020-03-03 |
| 1 | NEXTERA ENERGY, INC NEE, 43 sh. | $11,550 | 2020-03-03 |
| 1 | NEXTERA ENERGY, INC NEE, 29 sh. | $7,789 | 2020-03-03 |
| 1 | NEXTERA ENERGY, INC NEE, 14 sh. | $3,760 | 2020-03-03 |
| 1 | NIKE INC-CL B NKE, 80 sh. | $7,422 | 2020-03-03 |
| 1 | NVIDIA CORP NVDA, 50 sh. | $13,588 | 2020-03-03 |
| 1 | NVIDIA CORP NVDA, 5 sh. | $1,359 | 2020-03-03 |
| 1 | PARKER HANNIFIN CP PH, 27 sh. | $5,193 | 2020-03-03 |
| 1 | T. ROWE PRICE GROUP TROW, 21 sh. | $2,601 | 2020-03-03 |
| 1 | T. ROWE PRICE GROUP TROW, 19 sh. | $2,353 | 2020-03-03 |
| 1 | ROSS STORES, INC ROST, 40 sh. | $4,438 | 2020-03-03 |
| 1 | ROSS STORES, INC ROST, 40 sh. | $4,438 | 2020-03-03 |
| 1 | S&P GLOBAL INC COM SPGI, 15 sh. | $4,315 | 2020-03-03 |
| 1 | SALESFORCE.COM CRM, 20 sh. | $3,455 | 2020-03-03 |
| 1 | SALESFORCE.COM CRM, 20 sh. | $3,455 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 57 sh. | $19,261 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 14 sh. | $4,731 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 18 sh. | $6,082 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 51 sh. | $17,234 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 10 sh. | $3,379 | 2020-03-03 |
| 1 | SERVICE NOW NOW, 5 sh. | $1,690 | 2020-03-03 |
| 1 | STRYKER CORPORATION SYK, 4 sh. | $774 | 2020-03-03 |
| 1 | TEXAS INSTRUMENTS INC TXN, 224 sh. | $26,021 | 2020-03-03 |
| 1 | TEXAS INSTRUMENTS INC TXN, 60 sh. | $6,970 | 2020-03-03 |
| 1 | TEXAS INSTRUMENTS INC TXN, 25 sh. | $2,904 | 2020-03-03 |
| 1 | TEXAS INSTRUMENTS INC TXN, 5 sh. | $581 | 2020-03-03 |
| 1 | TEXAS INSTRUMENTS INC TXN, 95 sh. | $11,036 | 2020-03-03 |
| 1 | TORO CO TTC, 10 sh. | $756 | 2020-03-03 |
| 1 | UNITED CONTINENTAL HOLDINGS INC UAL, 10 sh. | $607 | 2020-03-03 |
| 1 | VERISIGN INC VRSN, 10 sh. | $1,935 | 2020-03-03 |
| 1 | VERTEX PHARMCTLS INC VRTX, 10 sh. | $2,321 | 2020-03-03 |
| 1 | VISA INC V, 57 sh. | $10,788 | 2020-03-03 |
| 1 | VISA INC V, 20 sh. | $3,785 | 2020-03-03 |
| 1 | VISA INC V, 60 sh. | $11,356 | 2020-03-03 |
| 1 | VISA INC V, 40 sh. | $7,571 | 2020-03-03 |
| 1 | VISTEON CORP VC, 5 sh. | $334 | 2020-03-03 |
| 1 | WASTE MANAGEMENT INC WM, 212 sh. | $24,523 | 2020-03-03 |
| 1 | ACCENTURE PLC ACN, 23 sh. | $5,203 | 2020-08-03 |
| 1 | TRANE TECHNOLOGIES PLC TT, 14 sh. | $1,570 | 2020-08-03 |
| 1 | CHUBB LIMITED CB, 6 sh. | $759 | 2020-08-03 |
| 1 | CHUBB LIMITED CB, 21 sh. | $2,657 | 2020-08-03 |
| 1 | ACTIVISION BLIZZARD INC ATVI, 40 sh. | $3,358 | 2020-08-03 |
| 1 | ALPHABET INC CL A GOOGL, 5 sh. | $7,424 | 2020-08-03 |
| 1 | AMAZON COM AMZN, 4 sh. | $12,576 | 2020-08-03 |
| 1 | AMAZON COM AMZN, 5 sh. | $15,720 | 2020-08-03 |
| 1 | AMEREN CORPORATION AEE, 99 sh. | $7,832 | 2020-08-03 |
| 1 | APACHE CORPORATION APA, 90 sh. | $1,400 | 2020-08-03 |
| 1 | APPLE INC AAPL, 83 sh. | $36,442 | 2020-08-03 |
| 1 | APPLIED MATERIALS INC AMAT, 13 sh. | $847 | 2020-08-03 |
| 1 | AUTOZONE INC AZO, 2 sh. | $2,417 | 2020-08-03 |
| 1 | BLACKROCK INC BLK, 5 sh. | $2,902 | 2020-08-03 |
| 1 | BLACKROCK INC BLK, 5 sh. | $2,902 | 2020-08-03 |
| 1 | BROADCOM INC AVGO, 3 sh. | $961 | 2020-08-03 |
| 1 | CISCO SYSTEMS INC CSCO, 152 sh. | $7,147 | 2020-08-03 |
| 1 | CISCO SYSTEMS INC CSCO, 58 sh. | $2,727 | 2020-08-03 |
| 1 | COMCAST CORP CMCSA, 227 sh. | $9,710 | 2020-08-03 |
| 1 | DOLLAR GENERAL CORP DG, 12 sh. | $2,304 | 2020-08-03 |
| 1 | EDWARDS LIFESCIENCES EW, 113 sh. | $8,848 | 2020-08-03 |
| 1 | EVERSOURCE ENERGYINC ES, 38 sh. | $3,395 | 2020-08-03 |
| 1 | EVERSOURCE ENERGYINC ES, 5 sh. | $447 | 2020-08-03 |
| 1 | FACEBOOK INC FB, 71 sh. | $17,953 | 2020-08-03 |
| 1 | F5 NETWORKS, INC FFIV, 10 sh. | $1,374 | 2020-08-03 |
| 1 | HARLEY DAVIDSON INC HOG, 107 sh. | $2,802 | 2020-08-03 |
| 1 | HOME DEPOT INC HD, 55 sh. | $14,692 | 2020-08-03 |
| 1 | IDEXX CORP IDXX, 18 sh. | $7,110 | 2020-08-03 |
| 1 | ILLUMINA INC COM ILMN, 18 sh. | $7,080 | 2020-08-03 |
| 1 | JP MORGAN CHASE JPM, 51 sh. | $4,932 | 2020-08-03 |
| 1 | JP MORGAN CHASE JPM, 50 sh. | $4,836 | 2020-08-03 |
| 1 | JOHNSON & JOHNSON JNJ, 107 sh. | $15,726 | 2020-08-03 |
| 1 | JOHNSON & JOHNSON JNJ, 2 sh. | $294 | 2020-08-03 |
| 1 | KLA TENCOR CORP KLAC, 16 sh. | $3,284 | 2020-08-03 |
| 1 | KIMBERLY CLARK CORP KMB, 10 sh. | $1,518 | 2020-08-03 |
| 1 | KIMBERLY CLARK CORP KMB, 10 sh. | $1,518 | 2020-08-03 |
| 1 | LAM RESEARCH CORP LRCX, 16 sh. | $6,135 | 2020-08-03 |
| 1 | ELI LILLY & CO LLY, 68 sh. | $10,372 | 2020-08-03 |
| 1 | LIVE NATION INC COM LYV, 32 sh. | $1,472 | 2020-08-03 |
| 1 | LOCKHEED MARTIN CORP LMT, 47 sh. | $17,621 | 2020-08-03 |
| 1 | MSCI INC MSCI, 31 sh. | $11,694 | 2020-08-03 |
| 1 | MARSH AND MCLENNAN COMPANIES INC MMC, 65 sh. | $7,573 | 2020-08-03 |
| 1 | MARSH AND MCLENNAN COMPANIES INC MMC, 116 sh. | $13,515 | 2020-08-03 |
| 1 | MARSH AND MCLENNAN COMPANIES INC MMC, 5 sh. | $583 | 2020-08-03 |
| 1 | MCDONALD'S CORP MCD, 25 sh. | $4,865 | 2020-08-03 |
| 1 | MCDONALD'S CORP MCD, 9 sh. | $1,751 | 2020-08-03 |
| 1 | MCDONALD'S CORP MCD, 6 sh. | $1,168 | 2020-08-03 |
| 1 | MCDONALD'S CORP MCD, 10 sh. | $1,946 | 2020-08-03 |
| 1 | MERCK & CO INC MRK, 142 sh. | $11,762 | 2020-08-03 |
| 1 | MICROSOFT CORP MSFT, 133 sh. | $28,467 | 2020-08-03 |
| 1 | NIKE INC-CL B NKE, 4 sh. | $394 | 2020-08-03 |
| 1 | NIKE INC-CL B NKE, 8 sh. | $788 | 2020-08-03 |
| 1 | NIKE INC-CL B NKE, 94 sh. | $9,264 | 2020-08-03 |
| 1 | NVIDIA CORP NVDA, 13 sh. | $5,672 | 2020-08-03 |
| 1 | NVIDIA CORP NVDA, 17 sh. | $7,417 | 2020-08-03 |
| 1 | NVIDIA CORP NVDA, 16 sh. | $6,980 | 2020-08-03 |
| 1 | PNC FINANCIAL GROUP INC PNC, 57 sh. | $6,068 | 2020-08-03 |
| 1 | PARKER HANNIFIN CP PH, 7 sh. | $1,267 | 2020-08-03 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 73 sh. | $14,404 | 2020-08-03 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 20 sh. | $3,946 | 2020-08-03 |
| 1 | PEPSICO INC PEP, 128 sh. | $17,504 | 2020-08-03 |
| 1 | T. ROWE PRICE GROUP TROW, 10 sh. | $1,380 | 2020-08-03 |
| 1 | T. ROWE PRICE GROUP TROW, 7 sh. | $966 | 2020-08-03 |
| 1 | PULTE GROUP INC PHM, 38 sh. | $1,676 | 2020-08-03 |
| 1 | SALESFORCE.COM CRM, 1 sh. | $201 | 2020-08-03 |
| 1 | SALESFORCE.COM CRM, 83 sh. | $16,656 | 2020-08-03 |
| 1 | SYNCHRONY FINANCIAL SYF, 564 sh. | $12,698 | 2020-08-03 |
| 1 | TJX COMPANIES INC TJX, 105 sh. | $5,419 | 2020-08-03 |
| 1 | TARGET CORPORATION TGT, 38 sh. | $4,835 | 2020-08-03 |
| 1 | UNION PACIFIC UNP, 33 sh. | $5,711 | 2020-08-03 |
| 1 | UNION PACIFIC UNP, 7 sh. | $1,211 | 2020-08-03 |
| 1 | UNION PACIFIC UNP, 20 sh. | $3,461 | 2020-08-03 |
| 1 | UNITEDHEALTH GROUP INC UNH, 36 sh. | $10,874 | 2020-08-03 |
| 1 | WEC ENERGY GROUP, INC WEC, 58 sh. | $5,456 | 2020-08-03 |
| 1 | WAL-MART STORES INC WMT, 19 sh. | $2,455 | 2020-08-03 |
| 1 | WAL-MART STORES INC WMT, 9 sh. | $1,163 | 2020-08-03 |
| 1 | WAL-MART STORES INC WMT, 13 sh. | $1,680 | 2020-08-03 |
| 1 | XCEL ENERGY INC XEL, 68 sh. | $4,665 | 2020-08-03 |
| 1 | US BANCORP USB, 11 sh. | $404 | 2020-08-05 |
| 1 | WEC ENERGY GROUP, INC WEC, 7 sh. | $658 | 2020-08-05 |
| 1 | WEC ENERGY GROUP, INC WEC, 15 sh. | $1,409 | 2020-08-05 |
| 1 | XCEL ENERGY INC XEL, 6 sh. | $418 | 2020-08-05 |
| 1 | BROADCOM INC AVGO, 3 sh. | $986 | 2020-08-05 |
| 1 | MARATHON OIL CORP COM MRO, 71 sh. | $424 | 2020-08-05 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND INS | $155,960 | $191,859 |
| ARTISAN INTERNATIONAL VALUE FU | $255,755 | $303,384 |
| BBH LIMITED DURATION FUND CLAS | $135,764 | $137,547 |
| CLEARBRIDGE SMALL CAP GROWTH F | $187,844 | $259,419 |
| COLUMBIA DIVIDEND INCOME FUND | $478,293 | $608,226 |
| DELAWARE EMERGING MARKETS FUND | $162,678 | $228,482 |
| ISHARES CORE MSCI EAFE ETF | $287,731 | $332,185 |
| ISHARES RUSSELL MIDCAP G IN FD | $130,552 | $242,254 |
| ISHARES S&P 500 INDEX FD | $319,163 | $377,267 |
| ISHARES TRUST RUSSELL 1000 GRO | $219,648 | $461,783 |
| ISHARES TRUST RUSSELL 1000 VAL | $93,646 | $135,363 |
| JANUS ENTERPRISE CL I | $207,288 | $271,462 |
| JOHN HANCOCK FDS III DISCIPLIN | $486,645 | $523,960 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $207,950 | $332,634 |
| LORD ABBETT INVT TRUST | $110,000 | $110,852 |
| MFS INTERNATIONAL NEW DISCOVER | $129,662 | $138,548 |
| PRUDENTIAL SHORT-TERM CORPOROR | $79,410 | $83,151 |
| RIDGEWORTH SEIX HIGH YIELD FUN | $70,513 | $75,641 |
| UNDISCOVERED MANAGERS BEHAVIOR | $225,449 | $269,539 |
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, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,352,750. This amount represents 25% or more of the Foundation's net assets of $4,588,624 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. 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 XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,966 | $19,966 |
| Postage/Delivery Service | $137 | $137 |
| State or Local Filing Fees | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $44,593 | $44,593 | |
| Philanthropic Consulting Srvcs | $168,650 | $168,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $2,600 | Amt |
Comments