2024-05-01T08:12:26-05:00 2023-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2022-07-01 311705330 The Phoenix Pact Fund % CHRISTOPHER C KELLY PHOE 3128783764 PO Box 2752 Chicago IL 60690 CHRISTOPHER KELLY EXECUTIVE DIRECTOR 3128783764 2024-01-30 true CHRISTOPHER KELLY 999009999 Daphne McCoy P00223571 8472055000 2 2022 2023-04-26 12:10:37Z X CHRISTOPHER KELLY PO Box 2752 Chicago IL 60690 4033006 false X N/A X 2000 IL TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN FINANCIAL NEED. 8 7 2 0 38125 38500 0 0 1437951 1024141 0 0 1476076 1062641 0 0 0 0 143821 150002 5019 0 19648 2100824 1614358 2249664 1764360 -773588 -701719 18427201 17702321 3709227 3109359 14717974 14592962 TO GRANT SCHOLARSHIPS TO INDIVIDUALS IN FINANCIAL NEED. false false 1644586 SCHOLARSHIP FUNDING 1644586 true true false false false false false false false false false true false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 2 0 2 false false false false false false false false false false false false false X 8 7 false false false false false false false true true false false true true true true true false false false false IL X CHRISTOPHER C KELLY 3128783764 PO BOX 2752 CHICAGO IL 60690 CHRISTOPHER KELLY EXECUTIVE DIRECTOR 40.0 0.0 X 120087 0 36802 David Peterson Director 1.25 0.0 X 0 0 0 Jennifer Steans Director 1.25 0.0 X 0 0 0 John Timmer Treasurer 2.5 0.0 X X 0 0 0 Evan Westerfield President 5.0 0.0 X X 0 0 0 Nicole Howard Director 1.25 0.0 X 0 0 0 Ceily Moore Director 1.25 0.0 X 0 0 0 Jessica Taylor Director 1.25 0.0 X 0 0 0 120087 0 36802 1 false true false NONE 0 38500 38500 0 235918 235918 0 0 0 0 0 3758588 2970365 788223 788223 788223 0 0 0 0 0 0 0 0 0 0 1062641 1024141 0 0 0 0 0 0 150002 135002 7500 7500 0 0 0 0 0 0 0 0 0 226633 160970 56720 8943 0 33181 1590 30910 681 0 0 0 56460 56460 0 0 0 0 0 2472 2472 SCHOLARSHIPS 1001658 1001658 EVENTS AND DEVELOPMENT 6993 6993 INVESTMENT FEES 49765 44789 2488 2488 SCHOLAR INCIDENTAL SUPPPORT 236478 236478 718 646 36 36 1764360 1644586 100126 19648 0 0 458427 516171 3036195 2806194 0 0 0 0 0 0 0 0 0 0 571 12797 0 0 0 0 14932008 14367159 0 0 0 0 0 0 18427201 17702321 3709227 3109359 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3709227 3109359 X 14717974 14592962 0 0 14717974 14592962 18427201 17702321 -701719 576707 X false true X true false X 102502 3279840 4296962 38125 38500 7755929 0 0 102502 3279840 4296962 38125 38500 7755929 5405370 2350559 328274 332165 239030 819706 235918 1955093 0 1596 30 1626 9712648 0.24201 0.26117 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED COMMON STOCKS 3170741 F EXCHANGE TRADED FUNDS 7485520 F MUTUAL FUNDS 109158 F FIXED INCOME 3601740 F 14367159 1588865 576707 576707 1012158 49765 718 50483 1062641 1713877 1713877 49765 718 50483 1764360 FORM 990, SCHEDULE D, PART XI, LINE 4B FOREIGN TAX EXPENSE REPORTED ON FORM 990, PART IX, LINE 24D. FORM 990, SCHEDULE D, PART XII, LINE 4B FOREIGN TAX EXPENSE REPORTED ON FORM 990, PART IX, LINE 24D. false false false false false false false false false CHRISTOPHER KELLY EXECUTIVE DIRECTOR 120087 0 0 5052 31750 156889 FORM 990, PART VI, SECTION B, LINE 11: AN ELECTRONIC VERSION OF THE FINAL VERSION OF THE RETURN IS EMAILED TO THE BOARD MEMBERS BEFORE THE RETURN IS ACTUALLY FILED. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: THE OFFICERS AND DIRECTORS COMPLETE A POTENTIAL CONFLICT REPORT WHICH IS UPDATED REGULARLY. FORM 990, PART VI, SECTION B, LINE 12C: BOARD REVIEWS POTENTIAL CONFLICTS AND POLICY ON A REGULAR BASIS. FORM 990, PARV VI, SECTION C, LINE 19: THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES DIRECTOR TOTAL FEES:178856 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:47777