VIVO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VIVO FOUNDATION (EIN 87-6329967)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349103746
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:19:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 876329967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIVO | BusinessNameControlTxt |
| Phone | 8477027922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2460 DUNDEE RD UNIT 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW J MILLS | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8477027922 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTNEY B SAKS | PreparerPersonNm |
| PTIN | P00965238 | PTIN |
| Phone | 3122982000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $202,546,381 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,294,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,294,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,050,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,050,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,218,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,556,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,218,838 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249,992 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $249,992 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,813,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,813,214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $341,309 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $341,309 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $567 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $209,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $209,991 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $266,440 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $266,440 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,373,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,339,259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,221,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,605,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $615,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,512,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,512,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,733,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,605,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,127,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,920,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,207,515 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,796,903 | CashBOYAmt |
| Cash EOY | $18,903,785 | CashEOYAmt |
| Cash EOYFMV | $18,903,785 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,175,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,971,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,383,097 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $90,573,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,540,486 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,259,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $188,546,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,416,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $202,546,381 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $188,544,630 | CapitalStockBOYAmt |
| Capital Stock EOY | $183,416,103 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,544,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,416,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,546,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,416,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,544,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,920,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,969 | OtherIncreasesAmt |
| Subtotal | $186,711,199 | SubtotalAmt |
| Other Decreases | $3,295,096 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,416,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $450,454 | $337,524 | $112,930 | $112,930 | |||
| CAPITAL GAINS/LOSS PER SCHEDULE K-1S | $2,999,185 | $2,999,185 | $2,999,185 | P | 2023-01-01 | 2024-12-31 | |
| CAPITAL GAINS DIVIDENDS | $106,723 | $106,723 | $106,723 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,218,838 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $112,930 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $255,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5,447 | EsPenaltyAmt |
| Overpayment | $121,569 | OverpaymentAmt |
| Applied To ES Tax | $121,569 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.VIVOFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | JENNIFER BLOCKINGER | IndividualWithBooksNm |
| Phone | 8477027922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2460 DUNDEE RD UNIT 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY MILLS | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | CO-TRUSTEE | 10.00 | $0 | $0 | $0 |
| ANDREW J MILLS | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHELSEA DAWKINS | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | PARTNERSHIPS LEAD | 40.00 | $120,000 | $0 | $0 |
| IVAN NIEVES | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | IMPACT LEAD | 40.00 | $112,731 | $0 | $0 |
| BROGAN O'BRIEN | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | GRANTS MANAGER | 40.00 | $60,475 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,074,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,818,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,520,543 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $210,414,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $210,414,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,156,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,257,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,362,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,362,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,984 | TotalTaxAmt |
| Distributable Before Adj | $10,234,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,234,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,234,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,127,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,127,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,234,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $253,380 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $623,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $876,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,127,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,234,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $893,007 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,769,887 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,769,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $253,380 | ExcessFromYear3Amt |
| Excess From Year1 | $623,500 | ExcessFromYear1Amt |
| Excess From Current Year | $893,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY MILLS | ContributingManagerNm |
| Contributing Manager | ANDREW J MILLS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 9 DOTS COMMUNITY LEARNING CENTER | ||||||||
| 990 W 190TH STREET STE 530 | TORRANCE | CA | 90502 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| A SAFE PLACE | ||||||||
| 2710 17TH ST | ZION | IL | 60099 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| ADVANCE ILLINOIS | ||||||||
| 303 E WACKER DRIVE SUITE 1925 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | ||||||||
| 651 W WASHINGTON BLVD 504 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| AMERICAN CAMP ASSOCIATION | ||||||||
| 5000 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 46151 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| AMY KROUSE ROSENTHAL | ||||||||
| 111 W WASHINGTON STREET STE 1500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| BOTTOM LINE CHICAGO | ||||||||
| 200 N LASALLE ST STE 2175 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $175,000 | |
| BRAVEN | ||||||||
| 100 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| BRIGHTPOINT FKA CHILDREN'S HOME & AID SOCIETY OF ILLINOIS DBA BRIGHTPOINT | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CAMP FOR ALL KIDS | ||||||||
| 818 E 63RD ST SUITE 193 | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| CAROLE ROBERTSON CENTER FOR LEARNING | ||||||||
| 1111 S WESTERN AVE SUITE B | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $200,000 | |
| CHAMPS MALE MENTORING PROGRAM | ||||||||
| PO BOX 19584 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| CHIARTS FOUNDATION | ||||||||
| 2714 W AUGUSTA BLVD | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $60,000 | |
| CHICAGO ABORTION FUND | ||||||||
| 333 W NORTH AVE 267 | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $70,000 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 140 S DEARBORN STE 400 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| CHICAGO PUBLIC EDUCATION FUND (CPEF) | ||||||||
| 200 W ADAMS ST SUITE 1175 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $175,000 | |
| CHICAGO SCHOLARS | ||||||||
| 247 S STATE STREET SUITE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CHICAGO SPECIAL PROJECTS GROUP | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $500,000 | |
| CHICAGO STATE FOUNDATION | ||||||||
| 9501 S KING DRIVE ADM 126 | CHICAGO | IL | 60628 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $130,000 | |
| CHOICES CENTER FOR REPRODUCTIVE HEALTH | ||||||||
| 1203 POPLAR AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| CITY COLLEGES OF CHICAGO FOUNDATION | ||||||||
| 180 NORTH WABASH AVE SUITE 200 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $525,000 | |
| CIVIC NEWS COMPANY | ||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CODE NATION | ||||||||
| 300 WEST ADAMS SUITE 100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| COFI | ||||||||
| 2245 S MICHIGAN AVENUE SUITE 200 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 815 W VAN BUREN ST SUITE 300 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $200,000 | |
| COMMUNITY YOUTH NETWORK | ||||||||
| 18640 W ROUTE 120 | GRAYSLAKE | IL | 60030 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $3,000 | |
| CORNERS CENTER FOR NEIGHBORHOOD ENGAGED RESEARCH & SCIENCE | ||||||||
| 2040 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $125,000 | |
| CRADLES TO CRAYONS | ||||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | ||||||||
| 1 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| EAST AFRICAN CHILDREN'S FUND | ||||||||
| 100 MAPLE PARK BLVD SUITE 130 | CLAIR SHORES | MI | 48081 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| EMBARC | ||||||||
| PO BOX 221450 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| ENDEAVOR HEALTH CLINICAL OPERATIONS FKA NORTHSHORE UNIVERSITY HEALTHSYSTEM | ||||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $275,000 | |
| EVANSTON SCHOLARS | ||||||||
| 1234 SHERMAN AVE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| EVERGREEN CLIMATE INNOVATIONS | ||||||||
| 400 N ABERDEEN ST FLOOR 8 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| FAMILY FOCUS | ||||||||
| 910 W VAN BUREN ST STE 400 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| FENIX FAMILY HEALTH CENTER | ||||||||
| 130 WASHINGTON AVE | HIGHWOOD | IL | 60040 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| FOREFRONT ILLINOIS | ||||||||
| 200 W MADISON AVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $21,827 | |
| FRIENDS OF HIGHWOOD PUBLIC LIBRARY | ||||||||
| 102 HIGHWOOD AVENUE | HIGHWOOD | IL | 60040 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| GARY COMER YOUTH CENTER | ||||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| GIRLS WHO CODE | ||||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| GLOBAL SMILE FOUNDATION | ||||||||
| 106 ACCESS ROAD SUITE 209 | NORWOOD | MA | 02062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $7,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| HACK FOUNDATION | ||||||||
| 8605 SANTA MONICA BLVD SUITE 86294 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $3,500 | |
| HEART OF THE CITY | ||||||||
| PO BOX 356 | WAUKEGAN | IL | 60079 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| HIGH JUMP CHICAGO | ||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| HOLOCAUST MEMORIAL FOUNDATION OF IL | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| HOPE CHICAGO | ||||||||
| 303 EAST WACKER DRIVE SUITE 2109 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| ILLINOIS ACTION FOR CHILDREN | ||||||||
| 4753 N BROADWAY SUITE 1200 | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| INGENUITY | ||||||||
| 440 N WELL ST STE 505 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| INTERNATIONAL NEIGHBORHOOD COLLABORATIVE | ||||||||
| 7300 S COTTAGE GROVE AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| INTRINSIC SCHOOLS | ||||||||
| 79 W MONROE STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 300 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $95,000 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $125,000 | |
| KIDS FIRST CHICAGO | ||||||||
| 21 S CLARK STREET 4301 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $175,000 | |
| LAKE COUNTY COMMUNITY FOUNDATION | ||||||||
| 377 NORTH SEYMOUR AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| LATINO POLICY FORUM | ||||||||
| 17 N STATE ST | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| LEADING EDUCATORS INC | ||||||||
| 201 SAINT CHARLES AVE SUITE 114 | NEW ORLEANS | IL | 70170 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| LILLY'S VOICE | ||||||||
| 185 W HALPIN ST | MERIDIAN | ID | 83646 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| LION PRIDE MENTORING INC | ||||||||
| 1 N STATE ST STE 1500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2121 K ST NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| LURIE CHILDREN'S HOSPITAL | ||||||||
| 225 E CHICAGO AVE BOX 282 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| MIKVA CHALLENGE GRANT FOUNDATION | ||||||||
| 200 S MICHIGAN AVE STE 1000 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| MORGAN PRESSEL FOUNDATION | ||||||||
| 7933 YORKSHIRE CT | BOCA RATON | FL | 33496 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NATIONAL LOUIS UNIVERSITY | ||||||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $350,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $15,000 | |
| NETWORK FOR YOUNG ADULT SUCCESS (UTMOSTU) | ||||||||
| 180 N STETSON AVE SUITE 600-1 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| NEW LIFE CENTERS OF CHICAGOLAND | ||||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $257,500 | |
| NEW MOMS | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NEWROOT LEARNING INSTITUTE | ||||||||
| 910 W VAN BUREN ST STE 200 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||
| 1 N STATE ST FLOOR 15 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $260,000 | |
| NORTH CHICAGO COMMUNITY PARTNERS | ||||||||
| 855 SKOKIE HIGHWAY SUITE D-E | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $77,500 | |
| NORTH LAWNDALE EMPLOYMENT NETWORK | ||||||||
| 1111 S HOMAN AVE | CHICAGO | IL | 60624 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $15,000 | |
| NOTRE DAME SCHOOL OF MILWAUKEE | ||||||||
| 1425 S 26TH ST | MILWAUKEE | WI | 53204 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| OASIS FOR ORPHANS | ||||||||
| PO BOX 1144 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| OLD TOWN SCHOOL OF FOLK MUSIC INC | ||||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| ONE LAWNDALE CHILDRENS DISCOVERY CENTER | ||||||||
| 3140 W OGDEN AVE | CHICAGO | IL | 60623 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $175,000 | |
| OPENLANDS | ||||||||
| 25 E WASHINGTON ST SUITE 1650 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| OPERATION HOPE | ||||||||
| 191 PEACHTREE ST NE SUITE 3840 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| PARTNERSHIP FOR COLLEGE COMPLETION | ||||||||
| 200 S MICHIGAN AVENUE SUITE 1410 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| PEAK GRANTMAKING INC | ||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,250 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 17 N STATE STREET 500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $85,000 | |
| PROJECT ONETEN | ||||||||
| 6127 S UNIVERSITY AVE SUITE 24 | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| PROJECT SYNCERE | ||||||||
| 9012 S STONY ISLAND AVE | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $85,000 | |
| PROJECT UNLOADED INC | ||||||||
| 1 E ERIE ST STE 525 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| READING POWER INC | ||||||||
| 736 N WESTERN AVENUE SUITE 226 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON STREET SUITE 300 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| SCOPE | ||||||||
| 15 W 36TH ST 13TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| SECOND STAR CHILDREN'S CAMP | ||||||||
| 543 VALLEY BROOK DR | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $500,000 | |
| SKYART | ||||||||
| 3026 E 91ST STREET | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $60,000 | |
| SOUTH-EAST ASIA CENTER | ||||||||
| 5120 N BROADWAY ST | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| SPARK CLIMATE SOLUTIONS | ||||||||
| 440 N BARRANCA AVE 3536 | COVINA | CA | 91723 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER 1500 JOHN F KENNEDY | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | BOULEVARD STE 1160 |
| START EARLY | ||||||||
| 33 W MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| SURGE INSTITUTE | ||||||||
| 935 W CHESTNUT STREET SUITE 515 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| TEACHING LAB | ||||||||
| 1802 VERNON ST | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| THE ANTI-CRUELTY SOCIETY | ||||||||
| 157 W GRAND AVE | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| THE BLOC | ||||||||
| 1345 N KARLOV AVENUE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $70,000 | |
| THE BRIDGESPAN GROUP INC | ||||||||
| 2 COPLEY PLACE 7TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| THE CHICAGO COMMUNITY FOUNDATION | ||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $165,000 | |
| THE CHILDREN FIRST FUND | ||||||||
| 233 S WACKER DR STE 4400 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| THE GRAY MATTER EXPERIENCE | ||||||||
| 20 N WACKER SUITE 1200 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| THE INTONATION MUSIC WORKSHOP | ||||||||
| 5035 S EAST END AVE APT 1409S | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| THE LAKE COUNTY HAVEN | ||||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| THE MISERICORDIA FOUNDATION | ||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| THE POSSE FOUNDATION | ||||||||
| 14 WALL ST STE 8A60 | NEW YORK CITY | NY | 10005 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| THE THRESHOLDS | ||||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| TNTP INC | ||||||||
| 500 SEVENTH AVENUE FLOOR 8 | NEW YORK CITY | NY | 10018 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| UN LEARNING SPACE | ||||||||
| 3336 S PRAIRIE AVE | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $135,565 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 33 NORTH LASALLE STREET SUITE 1600 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $410,000 | |
| URBAN INITIATIVES INC | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $3,000 | |
| VOCEL | ||||||||
| 1550 W CARROLL AVE | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| WAUKEGAN TO COLLEGE | ||||||||
| 410 GRAND AVE UPPER LEVEL | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $45,000 | |
| WORKING CREDIT NFP | ||||||||
| 111 W WASHINGTON ST STE 900 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| WORKING TOGETHER | ||||||||
| 1005 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| YIVO INSTITUTE FOR JEWISH RESEARCH | ||||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,500 | |
| YOUTH ADVOCATE PROGRAMS INC | ||||||||
| 1111 E 87TH STREET SUITE 200 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| YOUTH GUIDANCE | ||||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| ZACHARIAS CENTER | ||||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,512,142 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,294,313 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,050,071 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,218,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,813,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,813,214 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CL B | $616,737 | $4,079,520 |
| BLACKSTONE RE INCOME TRUST | $27,241,742 | $27,241,742 |
| HPS SHARES | $28,574,355 | $36,191,613 |
| KOVITZ | $1,330,517 | $1,661,741 |
| JPM PRIME MM | $1,208,481 | $1,208,481 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREGAL SAGEMOUNT IV A LP | AT COST | $979,323 | $979,323 |
| RGM VALUE OPPORTUNITY FUND II LP | AT COST | $1,059,680 | $1,059,680 |
| SRP CONTINUATION PARTNERS PARALLEL LP | AT COST | $770,211 | $770,211 |
| BIOTECHNOLOGY VALUE FUND II | AT COST | $5,653,533 | $5,653,533 |
| CHARTER OAK CARBON FUND I | AT COST | $5,116,967 | $5,116,967 |
| IMPACTIVE CAPITAL FUND | AT COST | $20,131,586 | $20,131,586 |
| JANA STRATEGIC INVESTMENTS | AT COST | $20,000,000 | $27,719,013 |
| MSD INVESTMENT CORP | AT COST | $9,489,056 | $9,489,056 |
| READE STREET PARTNERS | AT COST | $20,908,188 | $20,908,188 |
| VALLEY FORGE CAPITAL | AT COST | $14,624,531 | $14,624,531 |
| ARC 70 | AT COST | $5,804,242 | $5,804,242 |
| FORWARD FUND I | AT COST | $1,003,169 | $1,003,169 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $567 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $567 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER BOOK TO TAX DIFFERENCES | $29,633 |
| FLOWTHROUGH INVESTMENTS - INCOME NOT INCLUDED IN BOOK VALUE | $3,265,463 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $37,509 | $3,603 | $0 | $33,906 |
| INVESTMENT EXPENSES | $1,210,654 | $1,210,654 | $0 | $0 |
| FOREIGN TAXES | $125,002 | $125,002 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| READE STREET PARTNERS LP | -$6,710 | -$6,710 | $0 |
| IMPACTIVE CAPITAL FUND LP | $116,633 | $116,633 | $0 |
| BIOTECHNOLOGY VALUE FUND II | -$7,278 | -$7,278 | $0 |
| ARC 70 | $147,347 | $147,347 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $86,969 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $209,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $209,991 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
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