COMMUNITY MEMORIAL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY MEMORIAL FOUNDATION (EIN 36-4012380)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-08
IRS object ID: 202502819349100220
Schema version: 2024v5.1
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-08T12:55:21+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 West Wacker Drive Suite 2600	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606061224	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	364012380	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Community Memorial Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COMM	BusinessNameControlTxt
Phone	6306544729	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15 Spinning Wheel Road 326	AddressLine1Txt
City	Hinsdale	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60521	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Charlie Corrigan	PersonNm
Person Title	President/CEO	PersonTitleTxt
Signature	2025-10-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jennifer Burke	PreparerPersonNm
PTIN	P01342224	PTIN
Phone	3128997000	PhoneNum
Preparation	2025-10-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$102,296,629	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$45,259	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,119,588	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,479,901	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,573,992	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$35,182,025	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,979,531	CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$101,680	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$187,539	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$7,840,519	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,646,971	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$355,555	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$118,667	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$236,889	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$690,840	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$64,430	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$551,668	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$146,930	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$4,830	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$142,100	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$23,732	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$30,139	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$53,815	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$21,526	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$35,739	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$815,188	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$412,293	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$381,706	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$13	InterestRevAndExpnssAmt
Interest Net Invst Incm	$13	InterestNetInvstIncmAmt
Interest Adj Net Incm	$0	InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$173,991	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$12	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$4,803	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$61,471	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$8,606	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$54,187	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$67,740	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$67,740	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$2,360	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$2,360	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$199,223	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$6,223	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$204,421	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,595,661	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$636,600	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,706,949	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,712,215	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,712,215	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,307,876	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$636,600	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$5,419,164	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,532,643	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,010,371	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$376,922	CashBOYAmt
Cash EOY	$1,133,249	CashEOYAmt
Cash EOYFMV	$1,133,249	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,511,371	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,319,230	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,319,230	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$0	AcctRcvblBOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY	$0	PledgesRcvblBOYAmt
Pledges Rcvbl EOY	$0	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$0	PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$0	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY	$49,460	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$87,301	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$87,301	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$3,578,421	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$6,125,865	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$6,125,865	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$53,405,800	CorporateStockBOYAmt
Corporate Stock EOY	$47,403,523	CorporateStockEOYAmt
Corporate Stock EOYFMV	$47,403,523	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,288,012	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,432,237	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,432,237	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$0	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$0	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$0	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV	$0	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$33,244,803	OtherInvestmentsBOYAmt
Other Investments EOY	$37,844,574	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$37,844,574	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$157,258	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$144,638	LandBldgEquipAccumDeprecAmt
Land BOY	$15,935	LandBOYAmt
Land EOY	$12,620	LandEOYAmt
Land EOYFMV	$12,620	LandEOYFMVAmt
Other Assets BOY	$1,847,498	OtherAssetsBOYAmt
Other Assets EOY	$1,938,030	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,938,030	OtherAssetsEOYFMVAmt
Total Assets BOY	$99,318,222	TotalAssetsBOYAmt
Total Assets EOY	$102,296,629	TotalAssetsEOYAmt
Total Assets EOYFMV	$102,296,629	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$289,933	AccountsPayableBOYAmt
Accounts Payable EOY	$221,368	AccountsPayableEOYAmt
Grants Payable BOY	$0	GrantsPayableBOYAmt
Deferred Revenue BOY	$0	DeferredRevenueBOYAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY	$0	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$1,651,919	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,817,734	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,941,852	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,039,102	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$97,149,934	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$100,005,787	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$226,436	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$251,740	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$97,376,370	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$100,257,527	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$99,318,222	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$102,296,629	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$97,376,370	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,532,643	ExcessRevenueOverExpensesAmt
Other Increases	$1,348,514	OtherIncreasesAmt
Subtotal	$100,257,527	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$100,257,527	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	TOTAL REALIZED CAPITAL LOSSES FROM SALE OF INVESTMENTS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$35,182,025	GrossSalesPriceAmt
Cost Or Other Basis	$29,202,494	CostOrOtherBasisAmt
Gain Or Loss	$5,979,531	GainOrLossAmt
Excess FMV Over Adjusted Bss	$0	ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses	$5,979,531	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,979,531	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$111,344	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$111,344	SubtotalAmt
Tax Based On Investment Income	$111,344	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$116,256	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$30,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$146,256	TotalPaymentsAndCreditsAmt
Overpayment	$34,912	OverpaymentAmt
Applied To ES Tax	$34,912	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.CMFDN.ORG	WebsiteAddressTxt
Individual With Books	The Organization	IndividualWithBooksNm
Phone	6306544729	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 Spinning Wheel Road No 326	AddressLine1Txt
City	Hinsdale	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60521	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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
Greg DiDomenico
15 Spinning Wheel Road	Hinsdale	IL	60521	President and CEO	40.000	$290,805	$104,750	$0
Laura West
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Bradly Bloom
15 Spinning Wheel Road	Hinsdale	IL	60521	Vice Chair/Director	1.000	$0	$0	$0
Bonny Chen MD
15 Spinning Wheel Road	Hinsdale	IL	60521	Chair/Director	1.000	$0	$0	$0
Mike Kuruvilla
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Kris Lonsway PHD
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Keith Suchy MD
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Keith Watson
15 Spinning Wheel Road	Hinsdale	IL	60521	Treasurer/Director	1.000	$0	$0	$0
Rev Merideth Onion
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Lavelle Topps
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Darius Gill
15 Spinning Wheel Road	Hinsdale	IL	60521	Director	1.000	$0	$0	$0
Sylvia Aldrete
15 Spinning Wheel Road	Hinsdale	IL	60521	Secretary/Director	1.000	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
Lisa M Derezenski
15 Spinning Wheel Road	Hinsdale	IL	60521	Director of Admin.	40.000	$184,086	$13,800	$1,200
Nanette Silva
15 Spinning Wheel Road	Hinsdale	IL	60521	Program Director	40.000	$165,173	$12,075	$1,200
Thomas Fuechtmann
15 Spinning Wheel Road	Hinsdale	IL	60521	Sr. Program Officer	40.000	$148,256	$11,137	$1,200
Elizabeth Murin
15 Spinning Wheel Road	Hinsdale	IL	60521	Prog & Comm Officer	40.000	$114,783	$8,348	$1,200
Danny Sayas
15 Spinning Wheel Road	Hinsdale	IL	60521	Grants & OM	40.000	$71,680	$5,375	$1,200

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SOAR STRATEGIES INC
PO BOX 6185	EVANSTON	IL	60204	PROGRAM CONSULTING SERVICES	$198,000
Marquette Associates
180 N LaSalle Street	Chicago	IL	60601	Investment Manager	$115,000
WITTKIEFFER INC
2015 SPRING ROAD	OAK BROOK	IL	60523	CONSULTING SERVICES	$94,441
Cherry Bekaert Advisory LLC
3800 GLENWOOD AVENUE	RALEIGH	NC	27612	ACCOUNTING SERVICES	$52,730
CROWE LLP
320 E JEFFERSON BLVD	SOUTH BEND	IN	46624	AUDIT & TAX SERVICES	$52,723

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	REGIONAL HEALTH AND HUMAN SERVICES AGENDA (RHA)THE INTEGRATED AGENDA IDENTIFIES HEALTH AND HUMAN SERVICES PRIORITIES for the 27 CMF communities and highlights corresponding indicators to track progress over a ten-year time frame.	Description1Txt
Expenses1	$2,110,951	Expenses1Amt
Description2	BUILDING ORGANIZATIONAL EFFECTIVENESS (BOE) PROVIDES LOCAL NON-PROFIT ORGANIZATIONS WITH CONTINUOUS LEARNING AND IMPROVEMENT OPPORTUNITIES.	Description2Txt
Expenses2	$843,579	Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$100,417,486	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$548,158	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$100,965,644	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$100,965,644	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,514,485	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$99,451,159	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,972,558	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,972,558	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$111,344	TaxBasedOnInvestmentIncomeAmt
Total Tax	$111,344	TotalTaxAmt
Distributable Before Adj	$4,861,214	DistributableBeforeAdjAmt
Distributable Before Ded	$4,861,214	DistributableBeforeDedAmt
Distributable As Adjusted	$4,861,214	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,419,164	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$5,419,164	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,861,214	DistributableAsAdjustedAmt
Undistributed Income PY	$1,194,011	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,419,164	QualifyingDistributionsAmt
Applied To Year1	$1,194,011	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,225,153	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$636,061	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Community Memorial Foundation	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 SPINNING WHEEL ROAD	AddressLine1Txt
City	HINSDALE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60521	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6306544729	RecipientPhoneNum
Recipient Email Address	WWW.CMFDN.ORG	RecipientEmailAddressTxt
Form And Info And Materials	GRANTS AWARDED THOUGH THE REGIONAL Health and human services agenda and RESPONSIVE GRANTS PROGRAM ADVANCE THE FOUNDATION'S VISION OF TRANSFORMING THE WESTERN SUBURBS INTO THE HEALTHIEST REGION OF THE COUNTRY. ELIGIBLE ORGANIZATIONS MUST SUBMIT AN ONLINE LETTER OF INTENT (LOI) IF: NEVER RECEIVED A GRANT IN THE LAST 3 YEARS; OR INTENDS TO REQUEST MORE THAN $25,000. LOI'S ARE DUE ON FEBRUARY 15 OR AUGUST 15, SPRING, FALL CYCLE. IF THE ORGANIZATION IS INVITED TO SUBMIT A FULL APPLICATION, IT IS DUE MARCH 15 AND SEPTEMBER 15, SPRING, FALL CYCLE. All applicants must complete their applications online at www.cmfdn.org	FormAndInfoAndMaterialsTxt
Submission Deadlines	MARCH 15 AND SEPTEMBER 15	SubmissionDeadlinesTxt
Restrictions On Awards	CMF AWARDS GRANTS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3) AND FURTHER AS PUBLIC CHARITIES (EXCEPT FOR CERTAIN ORGANIZATIONS DESCRIBED IN IRC SECTION 509(a)(3) DELIVERING SERVICES WITHIN THE 27 CMF COMMUNITIES. RESPONSIVE GRANTS ARE ALLOCATED FOR PROGRAM SERVICES AS WELL AS FOR GENERAL OPERATING SUPPORT. BEFORE COMPLETING AN APPLICATION, IT IS IMPORTANT THAT YOU REVIEW CMF'S POLICIES AND GUIDELINES, GEOGRAPHIC FOCUS (27 TARGET COMMUNITIES), AND CURRENT PRIORITY AREAS WHICH CAN BE FOUND ON OUR WEBSITE.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Aging Care Connections
111 W Harris Ave	La Grange	IL	60525	NONE	PC	Regional Health Agenda	$126,245
Alivio Medical Center
966 W 21st Street	Chicago	IL	60608	NONE	PC	Regional Health Agenda	$118,248
All Our Children's Advocacy Center
8651 S 79th Ave	Justice	IL	60458	NONE	PC	Responsive	$31,005
Alliance to End Homelessness
4415 Harrison Street Suite 228	Hillside	IL	60162	NONE	PC	Responsive	$25,505
Arab American Family Services
7000 W 111th St	Worth	IL	60482	NONE	PC	BOE	$6,245
Aspire
1815 S Wolf Road	Hillside	IL	60162	NONE	PC	BOE	$27,475
BEDS Plus
9601 Ogden Avenue	La Grange	IL	60525	NONE	PC	Regional Health Agenda	$245,775
Bridge Communities Inc
500 Roosevelt Road	Glen Ellyn	IL	60137	NONE	PC	Responsive	$60,480
Candor Health Organization
15 Spinning Wheel Rd Suite 410	Hinsdale	IL	60521	NONE	PC	Responsive	$31,005
Catholic Charities of the Diocese of Joliet
16555 Weber Road	Crest Hill	IL	60403	NONE	PC	Responsive	$19,500
Center For Advancing Domestic Peace Inc
813 S Western Ave Unit 1C	Chicago	IL	60612	NONE	PC	BOE	$6,755
Center for Independence Through Conductive Ed
100 W Plainfield Rd Ste 100	Countryside	IL	60525	NONE	PC	Responsive	$37,885
Chicago Dental Society Foundation
401 N Michigan Ave Suite 200	Chicago	IL	60611	NONE	PC	Responsive	$31,005
Chicago Workers Collaborative
6975 Cermak Rd	Berwyn	IL	60402	NONE	PC	Responsive	$30,500
Community Assisted Rides (CARS)
PO Box 310 mail 150 S Ashland	La Grange	IL	60525	NONE	PC	BOE	$21,505
Community House
415 W 8th Street	Hinsdale	IL	60521	NONE	PC	Responsive	$56,245
Community Support Services Inc
9021 W Ogden Avenue	Brookfield	IL	60513	NONE	PC	Responsive	$46,245
Dental Lifeline Network
560 W Lake Street 114E	Chicago	IL	60661	NONE	PC	Responsive	$27,500
DuPage Federation on Human Services Reform
1910 S HIGHLAND AVE STE 135	Lombard	IL	60148	NONE	PC	Responsive	$30,500
DuPage Health Coalition
511 Thornhill Drive Suite C	Carol Stream	IL	60188	NONE	PC	Responsive	$31,005
DuPage Senior Citizens Council
1990 Springer Drive	Lombard	IL	60148	NONE	PC	Responsive	$15,500
DuPagePads
601 W Liberty Dr	Wheaton	IL	60187	NONE	PC	Responsive	$31,245
Easter Seals DuPage & Fox Valley Region
830 S Addison Avenue	Villa Park	IL	60181	NONE	PC	Responsive	$31,766
El Valor Corporation
1850 W 21st st	Chicago	IL	60608	NONE	PC	BOE	$31,880
Family Focus Inc
5467 S University Avenue	Chicago	IL	60615	NONE	PC	Responsive	$35,500
Greater Chicago Food Depository
4100 W Ann Lurie Place	Chicago	IL	60632	NONE	PC	Responsive	$27,500
Hamdard Center for Health & Human Services
228 E Lake Street	Addison	IL	60101	NONE	PC	Responsive	$39,745
HCS Family Services
22 N Elm St	Hinsdale	IL	60521	NONE	PC	Responsive	$80,500
Health and Medicine Policy Research Group
29 E Madison St Suite 602	Chicago	IL	60602	NONE	PC	Regional Health Agenda	$81,755
Healthcare Alternative Systems Inc
4734 W Chicago Ave	Chicago	IL	60651	NONE	PC	Regional Health Agenda	$230,020
Helping Hand Center
9649 W 55th Street	Countryside	IL	60525	NONE	PC	Responsive	$70,606
Hope's Front Door
1047 Curtiss Street	Downers Grove	IL	60515	NONE	PC	Responsive	$31,505
Housing Forward
1851 S Ninth Ave	Maywood	IL	60153	NONE	PC	Responsive	$42,245
Kids Above All
8765 W Higgins Rd Suite 450	CHICAGO	IL	606314172	NONE	PC	Responsive	$13,500
LeaderShop The
4903 S Willow Springs Raod	LaGrange	IL	60525	NONE	PC	BOE	$6,005
Life Span
70 E Lake Street - Suite 600	Chicago	IL	60601	NONE	PC	Responsive	$31,755
LOVE INC of Western Suburbs Chicago
PO Box 50	Clarendon Hills	IL	60514	NONE	PC	Responsive	$9,000
Meals On Wheels Foundation of Northern Illinois
7222 W Cermak Suite 302	North Riverside	IL	60546	NONE	PC	BOE	$13,125
Mercy Housing Lakefront
120 S LaSalle Suite 1915	Chicago	IL	60603	NONE	PC	Responsive	$25,500
Metropolitan Family Services
101 N Wacker Drive 17th Floor	Chicago	IL	60606	NONE	PC	Regional Health Agenda	$86,570
Mobile CARE Foundation
239 W Root St	Chicago	IL	60609	NONE	PC	Responsive	$35,500
Mujeres Latinas En Accion
2124 W 21st Place	Chicago	IL	60608	NONE	PC	Regional Health Agenda	$185,970
NAMI Metro Suburban
PO Box 977	Oak Park	IL	60302	NONE	PC	Regional Health Agenda	$207,495
NAMI of DuPage County Illinois
115 N County Farm Road	Wheaton	IL	60187	NONE	PC	Responsive	$36,005
Northern Illinois Food Bank
273 Dearborn Court	Geneva	IL	60134	NONE	PC	BOE	$6,947
Oak Park and River Forest Infant Welfare Society
28 Madison Street	Oak Park	IL	60302	NONE	PC	Responsive	$37,885
People's Resource Center
104 Chestnut Ave	Westmont	IL	60559	NONE	PC	Responsive	$91,005
Pillars Community Health
5220 East Avenue	La Grange	IL	60525	NONE	PC	Regional Health Agenda	$470,856
Prairie State Legal Services Inc
303 N Main Street Suite 600	Rockford	IL	61101	NONE	PC	Responsive	$33,500
Ray Graham Association
901 Warrenville Road Suite 500 Lisl	Lisle	IL	60532	NONE	PC	Responsive	$32,606
SamaraCare
1819 Bay Scott Circle	Naperville	IL	60540	NONE	PC	BOE	$34,480
Shriver Center on Poverty Law
67 E Madison St Suite 2000	Chicago	IL	60603	NONE	PC	Responsive	$31,005
Suburban Primary Health Care Council
2225 Enterprise Drive Suite 2507	Westchester	IL	60154	NONE	PC	Responsive	$46,755
Teen Parent Connection
475 Taft Ave	Glen Ellyn	IL	60137	NONE	PC	Responsive	$46,005
United Cerebral Palsy Seguin of Greater Chicago (UCP Seguin)
3100 South Central Avenue	Cicero	IL	608043956	NONE	PC	Responsive	$34,625
United Methodist Homes & Services Foundation
5145 N Glenwood Ave	Chicago	IL	60640	NONE	PC	BOE	$11,880
Way Back Inn Inc
104 Oak Street	Maywood	IL	60153	NONE	PC	Responsive	$46,005
Wellness House
131 N County Line Road	Hinsdale	IL	60521	NONE	PC	Responsive	$36,005
Youth Crossroads Inc
6501 W Stanley	Berwyn	IL	60402	NONE	PC	BOE	$58,975
Access Community Health Network
600 Fulton St Suite 300	Chicago	IL	60661	NONE	PC	Responsive - High Five	$5,500
Age Options
1048 Lake Street	Oak Park	IL	60301	NONE	PC	Responsive - High Five	$5,500
Alliance to End Homelessness in Suburban Cook County
4415 Harrison Street Suite 228	Hillside	IL	60162	NONE	PC	Responsive - High Five	$5,500
Alzheimer's Association
2200 Cabot Drive Suite 460	Lisle	IL	60532	NONE	PC	Responsive	$10,000
Aspire Of Illinois
1815 S Wolf Road	Hillside	IL	60162	NONE	PC	Responsive - High Five	$5,500
Catholic Charities of the Archdiocese of Chicago
721 N LaSalle	Chicago	IL	60654	NONE	PC	Responsive	$35,000
Center for Creative Leadership
One Leadership Place	Greensboro	NC	27410	NONE	PC	BOE	$125,000
CHAT - Communication Health Advocacy & Therapy
310 S Main Street Suite D	Lombard	IL	60148	NONE	PC	Responsive - High Five	$5,500
Chicago Metropolitan Battered Women's Network
33 N Dearborn St Ste 2210	Chicago	IL	60602	NONE	PC	Responsive	$5,000
Elyssa's Mission
900 Skokie Blvd Ste 135	Northbrook	IL	60062	NONE	PC	Responsive - High Five	$5,500
EverThrive
1006 S Michigan Ave Suite 200	Chicago	IL	60605	NONE	PC	BOE	$505
Hope for the Day
4252 N Cicero Avenue	Chicago	IL	60610	NONE	PC	Responsive - High Five	$5,500
Illinois Coalition for Immigrant and Refugee Rights
228 S Wabash Suite 800	Chicago	IL	60604	NONE	PC	Responsive - High Five	$5,500
Literacy DuPage
2100 Manchester Road Suite 904	Wheaton	IL	60187	NONE	PC	BOE	$505
Oak Park River Forest Community Fund
1049 Lake St 204	Oak Park	IL	60301	NONE	PC	Responsive	$10,000
Pav YMCA
2947 S Oak Park Ave 98	Berwyn	IL	60402	NONE	PC	BOE	$745
Proviso Public Partnership
4565 W Harrison Street 3rd Floor	Hillside	IL	60162	NONE	PC	Responsive - High Five	$5,500
Racing Industry Charitable Foundation
3501 S Laramie Ave RICF Medical W	Cicero	IL	60804	NONE	PC	Responsive	$15,000
Sga Youth & Family Services Nfp
11 East Adams Street Suite 1500	Chicago	IL	60603	NONE	PC	BOE	$2,856
St Cletus Food Pantry
600 W 55th St	LaGrange	IL	60525	NONE	PC	Responsive - High Five	$5,500
St Cletus School
600 W 55th St	LaGrange	IL	60525	NONE	PC	Responsive	$1,250
The Warehouse Project & Gallery
3246 Prairie Ave	Brookfield	IL	60513	NONE	PC	Responsive - High Five	$5,500
Tutoring English to Advance Change (TEACH)
100 S 6th Ave	La Grange	IL	60525	NONE	PC	Responsive - High Five	$5,500
Xilin Association
1163 E Ogden Avenue Suite 610	Naperville	IL	60563	NONE	PC	Responsive - High Five	$5,500
Youth Outreach Services Inc
2411 W Congress Parkway	Chicago	IL	60612	NONE	PC	Responsive - High Five	$5,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,712,215	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,119,588	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$101,680	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,573,992	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$7,795,260	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,795,260	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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
Jeffrey and Corlyn Simmons
1	731 S Elm Street	Hinsdale	IL	60521	$15,000	Yes (X)
Naffah Family Charitable Foundation
2	6161 South County Line Road	Burr Ridge	IL	60527	$15,000	Yes (X)
Mr and Ms Burjan
3	607 Burr Ridge Club	Burr Ridge	IL	60527	$15,528	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	3	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$15,528	FairMarketValueAmt
Received	2024-11-27	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$53,815	Amt
Net Investment Income	$21,526	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$35,739	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	DEPRECIATION EXPENSE	PropertyDesc
Current Year Expense	$4,803	CurrentYearExpenseAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	Realized Investment Gain/(losses)	AssetDesc
How Acquired	P	HowAcquiredTxt
Gross Sales Price	$35,182,025	GrossSalesPriceAmt
Basis	$29,608,033	BasisAmt
Total Net	$5,573,992	TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BMO - MESIROW FINANCIAL	BondNm
EOY Book Value	$3,432,237	EOYBookValueAmt
EOYFMV	$3,432,237	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BMO - CONGRESS AM	$2,043,185	$2,043,185
BMO - CUSTODY	$43,154,127	$43,154,127
BMO - LONDON COMPANY	$2,206,211	$2,206,211

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$6,125,865	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$6,125,865	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	Alternative Investments	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$37,844,574	BookValueAmt
EOYFMV	$37,844,574	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MACHINERY & EQUIPMENT	$63,011	$50,391	$12,620	$12,620
FURNITURE & FIXTURES	$80,204	$80,204	$0	$0
COMPUTER SOFTWARE	$4,035	$4,035	$0	$0
LEASEHOLD IMPROVEMENTS	$10,008	$10,008	$0	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$23,732	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$30,139	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ACCRUED INCOME	$68,702	$95,674	$95,674
ASSETS HELD IN TRUST	$487,887	$509,988	$509,988
INVESTMENTS - NON-QUALIFIED PLANS	$933,619	$1,148,601	$1,148,601
REFUNDABLE SEC 4940 EXCISE TAX	$120,337	$0	$0
RIGHT OF USE ASSETS	$236,953	$183,767	$183,767

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Equipment Rental & Maintenance	$78,647	$1,336	$0	$77,005
Insurance - General	$24,213	$3,390	$0	$39,309
Postage & Shipping	$206	$29	$0	$181
Supplies	$31,971	$1,468	$0	$16,497
Food and Entertainment	$31,998	$0	$0	$31,746
Galas/Seminars	$7,269	$0	$0	$7,269
Dues and Membership Fees	$24,919	$0	$0	$32,414

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
portfolio income	$60,430	$146,289	$0
grant management income	$41,250	$41,250	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN ON INVESTMENTS CARRIED AT FAIR VALUE	$1,323,210
CHANGE IN VALUE OF TRUST OBLIGATION	$25,304

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED COMPENSATION OBLIGATIONS	$933,619	$1,148,601
ANNUITY OBLIGATIONS	$261,451	$258,248
DEFERRED INCOME TAXES	$223,000	$226,500
LEASE LIABILITIES	$233,849	$184,385

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACTIVE INVESTMENT MANAGEMENT FEES	$303,984	$282,795	$0	$0
CUSTODIAL FEES	$14,498	$14,498	$0	$0
INVESTMENT CONSULTANT FEES	$115,000	$115,000	$0	$0
MARKETING PROFESSIONAL FEES	$42,462	$0	$0	$42,462
PAYROLL SERVICE FEES	$2,081	$0	$0	$2,081
OTHER PROFESSIONAL FEES	$101,870	$0	$0	$101,870
PROGRAM CONSULTANTS	$177,570	$0	$0	$177,570
AUDITING FEES	$57,723	$0	$0	$57,723

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax Expense	$104,744	$0	$0	$0
employment taxes	$65,747	$0	$0	$0
Deferred Income Tax Provision	$3,500	$0	$0	$0
Foreign Tax	$0	$12	$0	$0