DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DECLARATION OF TR ESTABLISHING THE CUORE E MANI FOUNDATION (EIN 36-7483654)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349102308
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T16:33:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 6305308269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 S Hawthorne Ave | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M VILIM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.41.178.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201955000053 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 400562925D236CDC345AC3F597812042F9472CF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,588,624 | 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 | $494,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,978,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $616,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,269 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $672,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $615,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,880,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,909,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,499,733 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,054,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,998,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,588,624 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,054,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,998,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,054,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,998,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,054,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,998,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,054,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,598 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,998,009 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,998,009 | 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 | $1,978,379 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,681,272 | CostOrOtherBasisAmt |
| Gain Or Loss | $297,107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $297,107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,107 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,481,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104403 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $777,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,769,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.280639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,066,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096312 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $234,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,264,883 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,667 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,478,582 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075523 | DistributionYr5Rt |
| Total Distribution | 0.660267 | TotalDistributionRt |
| Average Distribution | 0.132053 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,311,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $569,400 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $572,590 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $615,892 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,190 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,190 | SubtotalAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $610 | OverpaymentAmt |
| Applied To ES Tax | $610 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joan M Vilim | ||||||||
| 171 S Hawthorne Ave | Elmhurst | IL | 60126 | Trustee | 1.0 | $0 | $0 | $0 |
| Peter M Vilim | ||||||||
| 171 S Hawthorne Ave | Elmhurst | IL | 60126 | 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 | $90,000 | 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 | $4,214,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,377,569 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,377,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,311,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,190 | TotalTaxAmt |
| Distributable Before Adj | $212,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $615,892 | 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 | $615,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $612,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,405 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $44,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,557 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,697 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $641,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $201,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,105,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $615,892 | QualifyingDistributionsAmt |
| Applied To Current Year | $212,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,487 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,508,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,463,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,557 | ExcessFromYear4Amt |
| Excess From Year3 | $96,697 | ExcessFromYear3Amt |
| Excess From Year2 | $641,152 | ExcessFromYear2Amt |
| Excess From Year1 | $201,044 | ExcessFromYear1Amt |
| Excess From Current Year | $403,487 | 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 (37 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 | BWAC 2019 fund and general operations fund | $55,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | Integrated Human Services Data Initiative | $100,000 |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | |||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 60661 | N/A | PC | To support the Reflective Evaluation Study of 2019 | $5,000 |
| BREAKTHROUGH URBAN MINISTRIES INC | |||||||
| 402 N SAINT LOUIS AVE | CHICAGO | IL | 60624 | N/A | PC | General & Unrestricted | $10,000 |
| BRIDGE COMMUNITIES INC | |||||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $10,000 |
| BRING CHANGE 2 MIND | |||||||
| 155 SANSOME ST STE 530 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $2,000 |
| CARA PROGRAM | |||||||
| 237 S DESPLAINES ST | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $10,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $10,000 |
| 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 |
| DEBORAHS PLACE | |||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| DIOCESE OF JOLIET SEMINARIAN EDUCATION ENDOWMENT T | |||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | N/A | PC | Seminarian Endowment fund | $20,000 |
| FOREFRONT | |||||||
| 208 S LA SALLE ST STE 1540 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $10,000 |
| FOREFRONT | |||||||
| 208 S LA SALLE ST STE 1540 | CHICAGO | IL | 60604 | N/A | PC | Mission Sustainability 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 | installation and implementation of little green light donor management software | $6,900 |
| FUNDERS TOGETHER TO END HOMELESSNESS INC | |||||||
| 89 S ST STE 803 | 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 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | N/A | PC | General & Unrestricted | $2,500 |
| HOUSING ACTION ILLINOIS | |||||||
| 67 E MADISON ST STE 1603 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 W HOWARD ST 2ND FL | CHICAGO | IL | 60626 | N/A | PC | Charitable Event | $5,000 |
| IGNITE ORG | |||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $5,000 |
| KEYSTONE FOUNDATION | |||||||
| 3504 COMMERCIAL AVE | NORTHBROOK | IL | 60062 | N/A | SO I | Charitable Event | $15,000 |
| LA CASA NORTE | |||||||
| 3533 W N AVE | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $10,000 |
| MARGARETS VILLAGE | |||||||
| 7315 S YALE AVE | CHICAGO | IL | 60621 | N/A | PC | General & Unrestricted | $5,000 |
| MRELIEF | |||||||
| 233 N MICHIGAN AVE FL 18 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | General & Unrestricted | $25,000 |
| RANCHO COASTAL HUMANE SOCIETY | |||||||
| 389 REQUEZA ST | ENCINITAS | CA | 92024 | N/A | PC | General & Unrestricted | $2,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 5121 CRESTWAY RD STE 105 | WINDCREST | TX | 78239 | N/A | PC | General & Unrestricted | $3,500 |
| RENAISSANCE SOCIAL SERVICES INC | |||||||
| 2501 W WASHINGTON BLVD STE 401 | CHICAGO | IL | 60612 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTH SUBURBAN PADS | |||||||
| 414 W LINCOLN HWY | CHICAGO HTS | IL | 60411 | N/A | PC | General & Unrestricted | $10,000 |
| SPANISH COALITION FOR HOUSING | |||||||
| 1922 N PULASKI RD | CHICAGO | IL | 60639 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | $5,000 |
| WORKING IN THE SCHOOLS | |||||||
| 641 W LAKE ST STE 200 | CHICAGO | IL | 60661 | N/A | PC | Charitable Event | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,703 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,996 | 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 | $57,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,963 | 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 | $494,384 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ISHARES MSCI EMERGING MARKETS INDEX FD EEM, 11700 sh. | NoncashPropertyDesc |
| Fair Market Value | $494,384 | FairMarketValueAmt |
| Received | 2019-07-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $1,200 | Amt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND | $80,960 | $95,589 |
| ARTISAN INTERNATIONAL VALUE FU | $255,755 | $281,843 |
| BBH LIMITED DURATION FUND CLAS | $135,764 | $136,614 |
| CLEARBRIDGE SMALL CAP GROWTH C | $187,671 | $194,169 |
| COLUMBIA DIVIDEND INCOME FUND | $440,358 | $549,467 |
| DELAWARE EMERGING MARKETS FUND | $225,309 | $243,676 |
| ISHARES CORE MSCI EAFE ETF | $210,390 | $229,841 |
| ISHARES GLOBAL TECH | $21,646 | $28,206 |
| ISHARES MSCI EMERGING MARKETS | $123,828 | $141,341 |
| ISHARES RUSSELL 2000 GROWTH IN | $31,082 | $34,275 |
| ISHARES RUSSELL MIDCAP G IN FD | $171,453 | $230,396 |
| ISHARES S&P 500 INDEX FD | $125,216 | $134,145 |
| ISHARES TRUST RUSSELL 1000 GRO | $219,648 | $336,887 |
| ISHARES TRUST RUSSELL 1000 VAL | $93,646 | $135,115 |
| ISHARES TRUST RUSSELL 2000 VAL | $89,189 | $90,906 |
| ISHARES US AEROSPACE AND DEFEN | $24,280 | $26,205 |
| JANUS ENTERPRISE CL I | $192,288 | $230,016 |
| JOHN HANCOCK FDS III DISCIPLIN | $431,645 | $437,160 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $265,836 | $348,905 |
| LORD ABBETT INVT TRUST | $110,000 | $110,852 |
| MFS INTERNATIONAL NEW DISCOVER | $129,662 | $131,096 |
| PRUDENTIAL SHORT-TERM CORPOROR | $137,530 | $140,028 |
| RIDGEWORTH SEIX HIGH YIELD FUN | $70,513 | $72,207 |
| UNDISCOVERED MANAGERS BEHAVIOR | $135,449 | $140,794 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,229 | $19,229 |
| Postage/Delivery Service | $48 | $48 |
| State or Local Filing Fees | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $42,784 | $42,784 | |
| Philanthropic Consulting Srvcs | $90,000 | $90,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Vilim Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 S Hawthorne Ave | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601263239 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $3,800 |
| 990-PF Excise Tax for 2018 | $10,469 |
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