FURP.ORG / PUBLIC DATA EXPLORER

COLEMAN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COLEMAN FOUNDATION INC (EIN 36-3025967)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-21
IRS object ID
202522949349100012
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-21T09:48:57-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Dr Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606063392ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363025967EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Coleman Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLEBusinessNameControlTxt
Phone3129027120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 North Wacker Drive 3410AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas D TrinleyPersonNm
Person TitleCFO/COOPersonTitleTxt
Phone3129027120PhoneNum
Signature2025-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2025-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$182,395,099FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,356,089DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,384,574DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$879,989NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,422,955GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$168,550OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$156,165OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,067,528TotalRevAndExpnssAmt
Total Net Invst Incm$4,228,409TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$465,213CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$465,213CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$257,315OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$257,315OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$191,140PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$202,674PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$36,486LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$48,880LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$58,047AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$58,047AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$698,866OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$187,514OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$528,764OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$189,148TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$90,582DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$87,688OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$97,088OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$14,596TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$14,596TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$455,221OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$132,711OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$470,506OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,544,302TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$320,225TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,143,083TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,275,264ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,106,508ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,819,566TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$320,225TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,249,591TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,752,038ExcessRevenueOverExpensesAmt
Net Investment Income$3,908,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,994,064CashBOYAmt
Cash EOY$1,957,047CashEOYAmt
Cash EOYFMV$1,957,047CashEOYFMVAmt
Sav And Temp Cash Invst BOY$413,476SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,383,961SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,383,961SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$33,019PrepaidExpensesBOYAmt
Prepaid Expenses EOY$64,918PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$64,918PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$5,957,395USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,030,802USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,030,802USGovtObligationsEOYFMVAmt
Corporate Stock BOY$115,017,756CorporateStockBOYAmt
Corporate Stock EOY$125,189,122CorporateStockEOYAmt
Corporate Stock EOYFMV$125,189,122CorporateStockEOYFMVAmt
Corporate Bonds BOY$41,816,590CorporateBondsBOYAmt
Corporate Bonds EOY$40,195,994CorporateBondsEOYAmt
Corporate Bonds EOYFMV$40,195,994CorporateBondsEOYFMVAmt
Other Investments BOY$9,535,049OtherInvestmentsBOYAmt
Other Investments EOY$9,212,226OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,212,226OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$155,715LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$128,187LandBldgEquipAccumDeprecAmt
Land BOY$114,100LandBOYAmt
Land EOY$27,528LandEOYAmt
Land EOYFMV$27,528LandEOYFMVAmt
Other Assets BOY$94,292OtherAssetsBOYAmt
Other Assets EOY$333,501OtherAssetsEOYAmt
Other Assets EOYFMV$333,501OtherAssetsEOYFMVAmt
Total Assets BOY$174,975,741TotalAssetsBOYAmt
Total Assets EOY$182,395,099TotalAssetsEOYAmt
Total Assets EOYFMV$182,395,099TotalAssetsEOYFMVAmt
Accounts Payable BOY$122,395AccountsPayableBOYAmt
Accounts Payable EOY$108,302AccountsPayableEOYAmt
Grants Payable BOY$2,035,500GrantsPayableBOYAmt
Grants Payable EOY$1,236,300GrantsPayableEOYAmt
Other Liabilities BOY$327,540OtherLiabilitiesBOYAmt
Other Liabilities EOY$477,992OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,485,435TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,822,594TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$172,490,306CapitalStockBOYAmt
Capital Stock EOY$180,572,505CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$172,490,306TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$180,572,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$174,975,741TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$182,395,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$172,490,306TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,752,038ExcessRevenueOverExpensesAmt
Other Increases$13,834,237OtherIncreasesAmt
Subtotal$180,572,505SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$180,572,505TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$18,422,955$17,542,966$879,989$879,989
Brickman Fund V, LP$1,226,383-$1,226,383-$1,226,383P
Brickman Fund VI, LP$2,961,897-$2,961,897-$2,961,897P
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,308,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54,324InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54,324SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,368EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$18,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$74,368TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$362EsPenaltyAmt
Overpayment$19,682OverpaymentAmt
Applied To ES Tax$19,682AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.colemanfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Thomas D TrinleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129027120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 North Wacker Drive 3410AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas D Trinley
20 North Wacker Drive Suite 3410ChicagoIL60606CFO/COO45.00$246,213$36,798$0
R Michael Furlong
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$36,500$0$0
Patricia K Yuzawa-Rubin
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$41,000$0$0
Laura A Lane
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$32,000$0$0
Alison Fitzgerald
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$45,500$0$0
Walter Abrego Barrientos
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$32,000$0$0
Esther Barron
20 North Wacker Drive Suite 3410ChicagoIL60606Director6.00$32,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Nathan Stevens
20 North Wacker Drive Suite 3410ChicagoIL60606Program Officer40.00$115,594$17,209$0
Erin M Fleming
20 North Wacker Drive Suite 3410ChicagoIL60606Executive Asst. & Of40.00$98,290$14,563$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Peter Handler
2818 W Rascher AvenueChicagoIL60625Interim CEO$231,000
Vanguard
PO Box 982903El PasoTX79998Investment Advisory Services$183,839
Russell Reynolds Associates Inc
155 N Wacker Drive Suite 4100ChicagoIL60606Executive Director Search$120,780
Health Justice Partners
5103 N Bernard StreetChicagoIL60625Health Program Consultancy$73,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$177,020,888AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,102,635AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$19,583FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$179,143,106TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$179,143,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,687,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$176,455,959NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,822,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,822,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$54,324TaxBasedOnInvestmentIncomeAmt
Total Tax$54,324TotalTaxAmt
Distributable Before Adj$8,768,474DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,768,474DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,768,474DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,249,591ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$4,011CharitableAssetsAcquisPaidAmt
Qualifying Distributions$11,253,602QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,768,474DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,090,566ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,203,409ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,887,554ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,619,149ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,800,678TotalExcessDistributionCyovAmt
Qualifying Distributions$11,253,602QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,768,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,485,128RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,285,806TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,285,806ExcessDistriCyovToNextYrAmt
Excess From Year4$3,090,566ExcessFromYear4Amt
Excess From Year3$1,203,409ExcessFromYear3Amt
Excess From Year2$2,887,554ExcessFromYear2Amt
Excess From Year1$1,619,149ExcessFromYear1Amt
Excess From Current Year$2,485,128ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Coleman Foundation IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd 306AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3129027120RecipientPhoneNum
Recipient Email Addressgrants@colemanfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsWe invite organizations who share the Foundation's goals to submit an initial approach through a concise letter of inquiry (LOI), including: - A brief description of the organization - A synopsis of the program to be proposed - A clear statement of program/grant objectives and how they will be evaluated - An estimate of the size grant to be proposed or range of proposed funding - A statement of how the program/project will be sustained following the grant period - Contact name and information, including the e-mail address of the project manager for further communicationFormAndInfoAndMaterialsTxt
Submission DeadlinesThe Foundation accepts letters of inquiry throughout the calendar year.SubmissionDeadlinesTxt
Restrictions On AwardsGrants are made only to organizations that are certified by the Internal Revenue Service (IRS) as tax exempt, non-profit organizations, 501(c)(3) or 509(a)(1), and that are not private foundations. No grants can be made to individuals. The Foundation's primary geographic focus is the Chicago metropolitan area. Only programs within the United States will be considered, which excludes all international programs. For more information please visit www.ColemanFoundation.orgRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (185 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Avenues to Independence
at the Jane and Albert WohlersCenter 515 Busse HighwayPark RidgeIL60068PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Center for Enriched Living
280 Saunders RoadRiverwoodsIL600153835PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100CountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Donka Inc
400 N County Farm RdWheatonIL60187PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Gateway to Learning
4925 North Lincoln AvenueChicagoIL606252609PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
GiGi's Playhouse
8538 SW Apple WayPortlandOR97225PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Have Dreams
515 Busse Highway Suite 150Park RidgeIL60068PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
L'Arche Chicago
7313 Madison StreetForest ParkIL60130PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
PACTT Learning Center
7101 North Greenview AvenueChicagoIL60626PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
South Chicago Parents and Friends
Cap Center Administrative Services10241 South CommercialChicagoIL60617PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
The Arts of Life
Arts of Life - Chicago Studio 2010West Carroll AvenueChicagoIL60612PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Urban Autism Solutions
1212 West Flournoy StreetChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Ada S McKinley Community Services Inc
1359 West Washington BlvdChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Ancor Foundation Inc
113 S West Street Suite 400AlexandriaVA22314PCGeneral Operating Support - Intellectual & Developmental Disabilities$15,000
Anixter Center
1945 W Wilson Suite 3000ChicagoIL606405256PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Aspiritech NFP
939 Chicago AvenueEvanstonIL60202PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Avenues to Independence
at the Jane and Albert WohlersCenter 515 Busse HighwayPark RidgeIL60068PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Blue Cap
2155 Broadway StreetBlue IslandIL604063097PCGeneral Operating Support - Intellectual & Developmental Disabilities$80,000
Blue Cap
2155 Broadway StreetBlue IslandIL604063097PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Center for Disability and Elder Law Inc
205 W Randolph Street Suite 1610ChicagoIL60606PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Center for Disability and Elder Law Inc
205 W Randolph Street Suite 1610ChicagoIL60606PCGeneral Operating Support - Intellectual & Developmental Disabilities$75,000
Center for Independence through Conductive Education
100 West Plainfield Road Suite 100CountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Clearbrook
1835 West Central RoadArlington HeightsIL60005PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
CTF ILLINOIS
18230 Orland ParkwayOrland ParkIL60467PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
El Valor Corporation
1850 West 21st StreetChicagoIL60608PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Envision Unlimited
8 South Michigan Avenue Suite 1700ChicagoIL60603PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Equip for Equality Inc
20 Michigan Ave 300ChicagoIL60602PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Esperanza Community Services
520 North Marshfield AvenueChicagoIL60622PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Garden Center Services
8333 S Austin AveBurbankIL60459PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Gateway to Learning
4925 North Lincoln AvenueChicagoIL606252609PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Gateway to Learning
4925 North Lincoln AvenueChicagoIL606252609PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Helping Hand
9649 West 55th StreetCountrysideIL60525PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Illinois Association of Rehabilitation Facilities Inc
206 S 6th StSpringfieldIL62701PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Keystone Alliance
1925 N Clybourn Ave Ste 201ChicagoIL60614SO IIGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Jewish Child & Family Services
230 W Monroe Suite 1100ChicagoIL60606PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Keystone Alliance
1925 N Clybourn Ave Ste 201ChicagoIL60614SO IIGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Keystone Alliance
1925 N Clybourn Ave Ste 201ChicagoIL60614SO IIGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Little City Foundation
1760 West Algonquin RoadPalatineIL600674799PCGeneral Operating Support - Intellectual & Developmental Disabilities$125,000
National Disability Institute Inc
1667 K Street Northwest Suite 640WashingtonDC20005PCGeneral Operating Support - Intellectual & Developmental Disabilities$100,000
Orchard Village
7660 Gross Point RoadSkokieIL60077PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
PACTT Learning Center
7101 North Greenview AvenueChicagoIL60626PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Park Lawn School and Activity Center
10833 South LaPorte AvenueOak LawnIL60453PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Ray Graham Association
901 Warrenville Road Suite 500LisleIL60532PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Search Inc
1925 North Clybourn Avenue Suite200ChicagoIL60614PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
Sertoma Star Services
1005 West End AvenueChicago HeightsIL604112742PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
South Chicago Parents and Friends
Cap Center Administrative Services10241 South CommercialChicagoIL60617PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
The Arc of Illinois
9980 190th Street Suite CMokenaIL60448PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
The Arts of Life
Arts of Life - Chicago Studio 2010West Carroll AvenueChicagoIL60612PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Total Link To Community Cooperative Incorporated
1200 Shermer Road Suite 109NorthbrookIL60062PCGeneral Operating Support - Intellectual & Developmental Disabilities$25,000
Trinity Services Inc
301 Veterans ParkwayNew LenoxIL60451PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
United Cerebral Palsy Seguin of Greater Chicago
3100 South Central AvenueCiceroIL608043956PCGeneral Operating Support - Intellectual & Developmental Disabilities$70,000
United Cerebral Palsy Seguin of Greater Chicago
3100 South Central AvenueCiceroIL608043956PCGeneral Operating Support - Intellectual & Developmental Disabilities$75,000
Urban Autism Solutions
1212 West Flournoy StreetChicagoIL60607PCGeneral Operating Support - Intellectual & Developmental Disabilities$50,000
Allies for Community Business
135 North Kedzie AvenueChicagoIL60612PCGeneral Operating Support - Entrepreneurship$100,000
Asian American Chamber of Commerce of Illinois
5415 N Clark StChicagoIL60640PCGeneral Operating Support - Entrepreneurship$20,000
Chicago Blend Group
1623 W Fulton StreetChicagoIL60612PCGeneral Operating Support - Entrepreneurship$5,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGeneral Operating Support - Entrepreneurship$250,000
Chicago Horticultural Society
1000 Lake Cook RoadGlencoeIL60022PCGeneral Operating Support - Entrepreneurship$25,000
Chicago Lawyers' Committee for Civil Rights
100 North LaSalle Street Suite 600ChicagoIL60602PCGeneral Operating Support - Entrepreneurship$50,000
Chicago Urban League
4510 South Michigan AvenueChicagoIL606533816PCGeneral Operating Support - Entrepreneurship$125,000
Chinese Mutual Aid Association Inc
1016 Argyle StChicagoIL60640PCGeneral Operating Support - Entrepreneurship$50,000
Chinese Mutual Aid Association Inc
1016 Argyle StChicagoIL60640PCGeneral Operating Support - Entrepreneurship$50,000
Depaul University
1 E Jackson BoulevardChicagoIL60604PCGeneral Operating Support - Entrepreneurship$15,000
Economic Strategies Development Corporation
1843 South Carpenter StreetChicagoIL60608PCGeneral Operating Support - Entrepreneurship$75,000
Entrepreneurship Funders Network
PO Box 643BuckinghamPA18912PCGeneral Operating Support - Entrepreneurship$20,000
Good Food Catalyst
328 N Albany AveChicagoIL606121718PCGeneral Operating Support - Entrepreneurship$100,000
Far South Community Development Corporation
837 W 115th StreetChicagoIL60643PCGeneral Operating Support - Entrepreneurship$100,000
Foundation of Little Village
2501 S Trumbull AveChicagoIL60623PCGeneral Operating Support - Entrepreneurship$100,000
Foundation of Little Village
2501 S Trumbull AveChicagoIL60623PCGeneral Operating Support - Entrepreneurship$50,000
Future Founders Foundation
222 W Merchandise Mart Plaza Suite1212ChicagoIL60654PCGeneral Operating Support - Entrepreneurship$15,000
Greater Chatham Initiative
639 E 87th Street Suite 2240ChicagoIL60619PCGeneral Operating Support - Entrepreneurship$50,000
Greater Englewood Community Development Corporation
815 West 63rd Street 4th FloorChicagoIL60621PCGeneral Operating Support - Entrepreneurship$50,000
Greater Southwest Development Corporation
2601 West 63rd StreetChicagoIL60629PCGeneral Operating Support - Entrepreneurship$100,000
Initiative for a Competitive Inner City (ICIC)
PO Box 191297RoxburyMA02119PCGeneral Operating Support - Entrepreneurship$50,000
New Covenant Community Development Corporation
2653 W OgdenChicagoIL60608PCGeneral Operating Support - Entrepreneurship$50,000
Northwest Side Community Development Corporation
5233 West Diversey AvenueChicagoIL60639PCGeneral Operating Support - Entrepreneurship$100,000
Northwest Side Community Development Corporation
5233 West Diversey AvenueChicagoIL60639PCGeneral Operating Support - Entrepreneurship$50,000
Puerto Rican Cultural Center
2546 W Division StreetChicagoIL60622PCGeneral Operating Support - Entrepreneurship$100,000
Rogers Park Business Alliance
1448 West Morse AvenueChicagoIL60626PCGeneral Operating Support - Entrepreneurship$100,000
Small Business Majority
1015 15th Street NW Suite 450WashingtonDC20005PCGeneral Operating Support - Entrepreneurship$50,000
South Shore Community Development Corporation
1750 E 71st StChicagoIL60649PCGeneral Operating Support - Entrepreneurship$50,000
Southland Development Authority
17730 Oak Park Ave DTinley ParkIL60477PCGeneral Operating Support - Entrepreneurship$50,000
Sunshine Enterprises
500 East 61st StreetChicagoIL60637PCGeneral Operating Support - Entrepreneurship$100,000
Sunshine Enterprises
500 East 61st StreetChicagoIL60637PCGeneral Operating Support - Entrepreneurship$50,000
US Association for Small Business & Entrepreneurship
4044 N Lincoln Avenue Suite 260ChicagoIL60618PCGeneral Operating Support - Entrepreneurship$10,000
University of Notre Dame
1251 N Eddy Street Suite 300South BendIN46617PCGeneral Operating Support - Entrepreneurship$50,000
Urban Growers Collective
1200 W 35th St Box 118ChicagoIL60608PCGeneral Operating Support - Entrepreneurship$50,000
Urban Juncture Foundation
300 East 51st StreetChicagoIL60615PCGeneral Operating Support - Entrepreneurship$100,000
West Side Forward
4100 W Ferdinand StreetChicagoIL60624PCGeneral Operating Support - Entrepreneurship$125,000
Women's Business Development Center
8 South Michigan Avenue FourthFloorChicagoIL60603PCGeneral Operating Support - Entrepreneurship$100,000
Working Credit
111 W Washington Street Suite 900ChicagoIL60602PCGeneral Operating Support - Entrepreneurship$50,000
YWCA Metropolitan Chicago
1 N LaSalle Street Suite 1700ChicagoIL60602PCGeneral Operating Support - Entrepreneurship$100,000
YWCA Metropolitan Chicago
1 N LaSalle Street Suite 1700ChicagoIL60602PCGeneral Operating Support - Entrepreneurship$100,000
Advocates for Community Wellness
8101 S Honore StChicagoIL60620PCGeneral Operating Support - Health$25,000
ALAS-WINGS
3023 N Clark Street Suite 613ChicagoIL60657PCGeneral Operating Support - Health$50,000
Almost Home Kids
7 S 721 Route 53NapervilleIL60540PCGeneral Operating Support - Health$50,000
Cactus Cancer Society
2323 BroadwayOaklandCA94612PCGeneral Operating Support - Health$25,000
Cancer Support Center
2028 Elm RoadHomewoodIL60430PCGeneral Operating Support - Health$100,000
Cancer Wellness Center
215 Revere DriveNorthbrookIL600628010PCGeneral Operating Support - Health$50,000
Center for Food Equity in Medicine
POBox 182FlossmoorIL60422PCGeneral Operating Support - Health$15,000
Culinary Care
2023 W Saint Paul Avenue Apt 3ChicagoIL60647PCGeneral Operating Support - Health$25,000
Devices 4 the Disabled
2701 W 36th PLChicagoIL60632PCGeneral Operating Support - Health$50,000
Equal Hope
300 South Ashland Avenue Suite 202ChicagoIL60607PCGeneral Operating Support - Health$100,000
Gilda's Club Chicago
537 North Wells StreetChicagoIL60654PCGeneral Operating Support - Health$50,000
Greener By Default
1519 Warren Blvd Unit 503 PMB 175ChicagoIL60607PCGeneral Operating Support - Health$50,000
Imerman Angels
2001 N Halsted Ste 302ChicagoIL60614PCGeneral Operating Support - Health$50,000
Ingalls Development Foundation
One Ingalls DriveHarveyIL60426PCGeneral Operating Support - Health$50,000
La Rabida Children's Hospital
6501 South Promontory Drive East65th Street at Lake MichiganChicagoIL60649PCGeneral Operating Support - Health$100,000
Lemons of Love
433 East Golf RoadDes PlainesIL60016PCGeneral Operating Support - Health$25,000
Saint Anthony Hospital
2875 West 19th StreetChicagoIL60623PCGeneral Operating Support - Health$150,000
Sinai Health System
2750 West 15th StreetChicagoIL60608PCGeneral Operating Support - Health$100,000
South Side Healthy Community Organization
1000 E 111th StChicagoIL60628PCGeneral Operating Support - Health$250,000
The Board of Trustees of the University of Illinois
809 S Marshfield Ave MB 502 M/C 551ChicgoIL60612PCGeneral Operating Support - Health$200,000
The HAP Foundation
18W140 Butterfield Road Suite 1120Oakbrook TerraceIL60181PCGeneral Operating Support - Health$1,000
The HAP Foundation
18W140 Butterfield Road Suite 1120Oakbrook TerraceIL60181PCGeneral Operating Support - Health$50,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418PCGeneral Operating Support - Health$130,000
True North Treks NFP
2219 Colfax StreetEvanstonIL60201PCGeneral Operating Support - Health$50,000
Twist Out Cancer
PO Box 427VillanovaPA19085PCGeneral Operating Support - Health$50,000
Wellness House
131 North County Line RoadHinsdaleIL60521PCGeneral Operating Support - Health$100,000
Allies for Community Business
135 North Kedzie AvenueChicagoIL60612PCGeneral Operating Support - Exploratory$25,000
Animal Outlook
PO Box 9773WashingtonDC20016PCGeneral Operating Support - Exploratory$40,000
Connections for the Homeless
2121 Dewey AvenueEvanstonIL602013057PCGeneral Operating Support - Exploratory$50,000
Dog Song Sanctuary
6195 Vilas RoadSpencerIN47460PCGeneral Operating Support - Exploratory$35,000
FAMILY SERVICE CENTER OF WILMETTE GLENVIEW NORTHBROOK KENILWORTH
191 Waukegan Road Suite 206NorthfieldIL60093PCGeneral Operating Support - Exploratory$25,000
Growing Season-Illinois Inc
1603 Orrington Avenue 13th FloorEvastonIL60201PCGeneral Operating Support - Exploratory$100,000
Mercy for Animals Inc
8033 Sunset BlvdLos AngelesCA90046PCGeneral Operating Support - Exploratory$30,000
New Roots Institute (Factory Farming Awareness Coalition)
2108 N ST STE 8197SacramentoCA95816PCGeneral Operating Support - Exploratory$5,000
One Lawndale Childrens Discovery Center
333 W Wacker Drive Suite 1700ChicagoIL60606PCGeneral Operating Support - Exploratory$18,000
One Tail at a Time
2020 North California Suite 7 152ChicagoIL60647PCGeneral Operating Support - Exploratory$20,000
Plano Child Development Center
5401 S Wentworth Avenue Suite 14AChicagoIL60609PCGeneral Operating Support - Exploratory$25,000
Steppenwolf Theater Co
1700 N Halsted StreetChicagoIL60614PCGeneral Operating Support - Exploratory$10,000
The Good Food Institute
PO Box 96503 PMB 42019WashingtonDC200906503PCGeneral Operating Support - Exploratory$20,000
The Josselyn Center
1135 Skokie BoulevardNorthbrookIL60062PCGeneral Operating Support - Exploratory$25,000
Will's Place
7927 Lincoln AveSKOKIEIL60077PCGeneral Operating Support - Exploratory$7,000
PAWS Chicago
1933 North Marcey StreetChicagoIL60614PCOther - General Operating Support$25,000
Veggie Mijas Chicago
3936 S Semoran Blvd 271OrlandoFL32822PCOther - General Operating Support$15,000
Chicago Abortion Fund
333 W North Avenue Suite 267ChicagoIL60610PCOther - General Operating Support$100,000
AllianceChicago
225 W Illinois Street Suite 500ChicagoIL60654PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Animal Outlook
PO Box 9773WashingtonDC20016PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Community Health
2611 W Chicago AveChicagoIL60622PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Food for Climate League Inc
2030 Maple AveEvanstonIL60201PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
JAPANESE AMERICAN NATIONAL MUSEUM
100 N Central AvLos AngelesCA90012PCGrants made at the discretion of Board Members to qualified publicly-supported charities$3,000
Northwestern University Settlement Association
1400 W Augusta BlvdChicagoIL60642PCGrants made at the discretion of Board Members to qualified publicly-supported charities$40,000
Planned Parenthood of Illinois
17 N Lasalle St Suite 500ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Will's Place
7927 Lincoln AveSKOKIEIL60077PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Above and Beyond Family Recovery Center
2942 W Lake StreetChicagoIL60612PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,250
American Civil Liberties Union of Illinois Roger Baldwin Foundation of ACLU
150 North Michigan AvenueChicagoIL60601PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Ampt Advancing Nonprofits
600 W Cermak RoadChicagoIL60616PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
Animal Equality
8581 Santa Monica Boulevard Suite350Los AngelesCA90069PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Animal Legal Defense Fund
PO Box 96041WashingtonDC20077PCGrants made at the discretion of Board Members to qualified publicly-supported charities$12,500
Artists Cooperative Residency & Exhibitions Project
2439 S Oakley AvenueChicagoIL60608PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
Carole Robertson Center for Learning
1111 South Western Avenue Suite BChicagoIL60612PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Center for Humans and Nature
17660 West Casey RoadLibertyvilleIL60048PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
Chicago Bird Collision Monitors
PO Box 7178Villa ParkIL60181PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$3,000
Chicago Foundation for Women
140 South Dearborn Street Suite 400ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
Chicago Foundation for Women
140 South Dearborn Street Suite 400ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Chicago International Puppet Theater Festival
410 S Michigan Avenue Suite 310ChicagoIL60605PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Chicago Women's Health Center Inc
1025 W Sunnyside Avenue Suite 201ChicagoIL60640PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Community Health
2611 W Chicago AveChicagoIL60622PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
Crossroads Fund
3411 W Diversey Avenue 20ChicagoIL60647PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
Dwight Hall at Yale
PO Box 209008New HavenCT06520PCGrants made at the discretion of Board Members to qualified publicly-supported charities$20,000
Fernwood Inc
PO Box 257BuchananMI49107PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Gratitude Generation Inc
815 Rosemary TerraceDeerfieldIL60015PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
Fernwood Inc
PO Box 257BuchananMI49107PCGrants made at the discretion of Board Members to qualified publicly-supported charities$4,000
Green City Market
3057 N Rockwell St Building 6 Floor2ChicagoIL60618PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Growing Season-Illinois Inc
1603 Orrington Avenue 13th FloorEvastonIL60201PCGrants made at the discretion of Board Members to qualified publicly-supported charities$200,000
Intersection of Change
1947 Pennsylvania AvenueBaltimoreMD21217PCGrants made at the discretion of Board Members to qualified publicly-supported charities$25,000
Japanese American Citizens League
515 Petaluma AvenueSebastopolCA95472PCGrants made at the discretion of Board Members to qualified publicly-supported charities$7,000
Jewish Family Services of Colorado
3201 S Tamarac DrDenverCO80231PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
JEWISH UNITED FUND OF CHICAGO
30 South Wells Street Room 3134ChicagoIL60606PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,500
NATIONAL VIETNAM VETERANS ART MUSEUM
4041 N Milwaukee Avenue 2nd FloorChicagoIL60641PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
New York University
726 Broadway 3rd FloorNEW YORKNY10003PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
New York University
726 Broadway 3rd FloorNEW YORKNY10003PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Physical Theater Festival Incorporated
1403 W Wolfram StreetChicagoIL60657PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Planned Parenthood of Illinois
17 N Lasalle St Suite 500ChicagoIL60603PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Record Community News Group
120 E Central AvenueLombardIL60148PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,000
Red Door Animal Shelter
2410 West Lunt AvenueChicagoIL60645PCGrants made at the discretion of Board Members to qualified publicly-supported charities$15,000
ReVive Center for Housing and Healing
1668 West Ogden AvenueChicagoIL606123249PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,250
Stir-Friday Night
5700 N Lincoln AvenueChicagoIL60659PCGrants made at the discretion of Board Members to qualified publicly-supported charities$4,000
University of Northern Iowa
UNI Foundation 121 CommonsCedar FallsIA506140239PCGrants made at the discretion of Board Members to qualified publicly-supported charities$50,000
Vassar College
124 Raymond Avenue - Box 12PoughkeepsieNY126040012PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Wellesley College
106 Central StreetWellesleyMA02481PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
The Gentle Barn Foundation
15825 Sierra HighwaySanta ClaritaCA91390PCGrants made at the discretion of Board Members to qualified publicly-supported charities$10,000
Matching Gifts - Details available upon request
651 W Washington Boulevard Suite306ChicagoIL60661PCProgram Support$116,508
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,106,508TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
National Disability Institute Inc
1667 K Street Northwest Suite 640WashingtonDC20005PCGeneral Operating Support Intellectual & Developmental Disabilities$125,000
Center For Disability and Elder Law Inc
205 W Randolph Street Suite 1610ChicagoIL60606PCGeneral Operating Support Intellectual & Developmental Disabilities$75,000
United Cerebral Palsy Seguin of Greater Chicago
3100 South Central AvenueCiceroIL608043956PCGeneral Operating Support Intellectual & Developmental Disabilities$75,000
Chicago Community Foundation
33 S State Street Suite 750ChicagoIL60603PCGeneral Operating Support - Entrepreneurship$300,000
Devices 4 the Disabled
2701 W 36th PLChicagoIL60632PCGeneral Operating Support - Health$100,000
The University of Chicago
6054 S Drexel AvenueChicagoIL60637PCGeneral Operating Support - Health$200,000
Health & Medicine Policy Research Group
29 E Madison Street Suite 602ChicagoIL60602PCGeneral Operating Support - Health$100,000
South Side Healthy Community Organization
1000 E 111th StChicagoIL60628PCGeneral Operating Support - Health$200,000
The Board of Trustees of the University of Illinois
809 S Marshfield Ave MB 502 M/C 551ChicgoIL60612PCGeneral Operating Support - Exploratory$22,500
Full Spectrum Features
1407 W Ohio StreetChicagoIL60642PCGeneral Operating Support - Exploratory$25,000
Buchanan District Library
128 E Front StreetBuchananMI49107PCGrants made at the discretion of Board Members to qualified publicly-supported charities$500
Community Health
2611 W Chicago AveChicagoIL60622PCGrants made at the discretion of Board Members to qualified publicly-supported charities$500
Japanese American Service Committee
5700 N Lincoln Avenue Suite 1ChicagoIL60659PCGrants made at the discretion of Board Members to qualified publicly-supported charities$500
Holocaust Memorial Foundation of Illinois
9603 Woods DriveSkokieIL60077PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
American Brain Tumor Association
8550 West Bryn Mawr Avenue SuiteChicagoIL60631PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400550
Midwest Access Project
CO Guild RowChicagoIL60618PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
Alliance Chicago FS for ICAN Illinois
225 W Illinois Street 5th FloorChicagoIL60654PCGrants made at the discretion of Board Members to qualified publicly-supported charities$5,000
Asian Americans Advancing Justice l Chicago
4716 N BroadwayChicagoIL60640PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
American Civil Liberties Union of Illinois Roger Baldwin Foundation of ACLU
150 North Michigan AvenueChicagoIL60601PCGrants made at the discretion of Board Members to qualified publicly-supported charities$500
Pancreatic Cancer Action Network
2101 Rosecrans Avenue Suite 3200El SegundoCA90245PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
RefugeeOne
6008 N California AvenueChicagoIL60659PCGrants made at the discretion of Board Members to qualified publicly-supported charities$2,500
JCC of Greater Rochester
1200 Edgewood AvenueRochesterNY14618PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
NorthShore University HealthSystem
1301 Central StreetEvanstonIL60201PCGrants made at the discretion of Board Members to qualified publicly-supported charities$1,000
Hadley
700 Elm StreetWinnetkaIL60093PCGrants made at the discretion of Board Members to qualified publicly-supported charities$500
Dystonia Medical Research Foundation
One East Wacker Drive Suite 1730ChicagoIL60601PCGrants made at the discretion of Board Members to qualified publicly-supported charities$400
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,236,300TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,356,089ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,350ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$879,989ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Portfolio Advisors Fund14-$170,807
Class Action Income01$907

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,067,528ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,067,528TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and Auditing ExpenseCategoryTxt
Amt$58,047Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$58,047DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares$4,353,490$4,353,490
Vanguard Long-Term Investment-Grade Fund Admiral Shares$2,886,480$2,886,480
Vanguard Short-Term Investment-Grade Fund Institutional Shares$5,628,851$5,628,851
Vanguard Total Bond Market Index Fund Institutional Shares$16,047,358$16,047,358
Vanguard Total International Bond Index Fund Institutional Shares$11,279,815$11,279,815

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VITSX Vanguard Total Stock Market Index Fund Institutional Shares$79,447,175$79,447,175
VTSNX Vanguard Total International Stock Index Fund Institutional Shares$45,741,947$45,741,947

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,030,802USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,030,802USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BRICKMAN FUND V, LPFMV$151,727$151,727
BRICKMAN FUND VI, LPFMV$1,733$1,733
BRICKMAN FUND VIIFMV$2,599,071$2,599,071
BROAD STREET REAL ESTATE CREDIT PARTNERS IIFMV$100,811$100,811
GS LAUNCH OPPS OFFSHORE SCSPFMV$4,896,047$4,896,047
HILLCREST CREDIT AND INCOME FUND II LPFMV$1,176,831$1,176,831
PORTFOLIO ADVISORS PRIVATE EQUITY FUND IV OFFSHORE LPFMV$81,130$81,130
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V OFFSHORE LPFMV$199,348$199,348
PORTFOLIO ADVISORS SECONDARY FUND OFFSHORE LPFMV$5,528$5,528

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal ExpenseCategoryTxt
Legal Fees$36,486LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$48,880DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Rent Deposit$5,000$25,000$25,000
Accrued Interest & Dividends$41,239$0$0
Right of Use Asset$48,053$308,501$308,501

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Computer and Database Support$60,553$0$78,137
Dues and Memberships$10,374$0$10,876
Electricity$1,955$0$1,955
Insurance$11,225$0$11,225
Meals$10,983$0$10,983
Office Supplies$27,147$0$27,344
Partnership Investment Expenses$0$132,711$0
Postage$1,804$0$1,804
Seminars Fee Expense$6,717$0$3,719
Telephone$7,128$0$7,128
Website and Internet Expense$5,502$0$5,502
Payment to former President and CEO$311,833$0$311,833

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Hillcrest$1,193$14,485$1,193
Other Investment Income$157$157$157
Portfolio Advisors Fund-$170,807-$170,807-$170,807
Class Action Income$907$907

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainDesc
Amt$13,834,237Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Lease Liability$327,540$336,821
Deferred Excise Taxes$0$141,171

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Services and Custody Charges$340$340$0
Investment Management Fees$187,174$187,174$0
Consulting Services$511,352$0$528,764

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UBIT Taxes$0$0$0
Federal Excise Tax$47,977$0$0
Deferred Tax Provision$141,171$0$0