VIVO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VIVO FOUNDATION (EIN 87-6329967)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349105052
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:09:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS 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 | 2023-01-01 | 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 | PO BOX 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW J MILLS | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8477027922 | PhoneNum |
| Signature | 2024-11-14 | 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 | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | $195,217,641 | 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 | $3,069,998 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,069,998 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,248,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,248,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,388,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,241,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,388,289 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $474,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $474,017 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,180,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,180,860 | 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 | $176,752 | 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 | $176,752 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,501 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,501 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,360 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $75,000 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $670,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $645,344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $971,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $648,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,737,608 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,737,608 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,709,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $648,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,061,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,532,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,500,260 | CashBOYAmt |
| Cash EOY | $45,796,903 | CashEOYAmt |
| Cash EOYFMV | $45,796,903 | CashEOYFMVAmt |
| Corporate Stock BOY | $79,702,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,175,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,846,939 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,954,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,573,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,573,799 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $191,156,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,546,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $195,217,641 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $416 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $191,156,313 | CapitalStockBOYAmt |
| Capital Stock EOY | $188,544,630 | 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 | $191,156,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $188,544,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,156,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,546,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $191,156,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $191,627,768 | SubtotalAmt |
| Other Decreases | $3,083,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $188,544,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BLACKSTONE #9967 | P | 2022-12-01 | 2023-12-31 | $202,724 | $202,724 | $202,724 | |
| PERSHING LLC #8570 | P | 2023-12-01 | 2023-12-31 | $6,570,973 | $175,240 | $175,240 | $6,395,733 |
| PERSHING LLC #8570 | P | 2022-12-01 | 2023-12-31 | $15,800,082 | -$1,142,069 | -$1,142,069 | $16,942,151 |
| JP MORGAN #9002 | P | 2022-12-01 | 2023-05-26 | $4,271,304 | $2,469,021 | $2,469,021 | $1,802,283 |
| READE STREET PARTNERS LP | P | 2023-12-01 | 2023-12-31 | $143,365 | $143,365 | $143,365 | |
| READE STREET PARTNERS LP | P | 2022-12-01 | 2023-12-31 | $218,533 | $218,533 | $218,533 | |
| RGM VALUE OPPORTUNITY FUND II LP | P | 2023-12-01 | 2023-12-31 | $14,394 | $14,394 | $14,394 | |
| RGM VALUE OPPORTUNITY FUND II LP | P | 2022-12-01 | 2023-12-31 | -$7,382 | -$7,382 | $7,382 | |
| AKO GLOBAL LONG-ONLY FUND | P | 2022-12-01 | 2023-12-31 | $134,336 | $134,336 | $134,336 | |
| AKO GLOBAL LONG-ONLY FUND DISPOSITION | P | 2022-12-01 | 2023-12-31 | $27,583,242 | $2,113,310 | $2,113,310 | $25,469,932 |
| VALLEY FORGE CAPITAL LP | P | 2023-12-01 | 2023-12-31 | $43 | $43 | $43 | |
| VALLEY FORGE CAPITAL LP | P | 2022-12-01 | 2023-12-31 | -$235,635 | -$235,635 | $235,635 | |
| IMPACTIVE CAPITAL FUND LP | P | 2023-12-01 | 2023-12-31 | $13,039 | $13,039 | $13,039 | |
| IMPACTIVE CAPITAL FUND LP | P | 2022-12-01 | 2023-12-31 | $94,339 | $94,339 | $94,339 | |
| BIOTECHNOLOGY VALUE FUND II | P | 2023-12-01 | 2023-12-31 | $40,402 | $40,402 | $40,402 | |
| BIOTECHNOLOGY VALUE FUND II | P | 2022-12-01 | 2023-12-31 | $150,262 | $150,262 | $150,262 | |
| CHARTER OAK CARBON FUND I LP | P | 2023-12-01 | 2023-12-31 | $1,747 | $1,747 | $1,747 | |
| CHARTER OAK CARBON FUND I LP | P | 2022-12-01 | 2023-12-31 | $2,620 | $2,620 | $2,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,388,289 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $388,230 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,831 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $267,831 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $121,408 | OverpaymentAmt |
| Applied To ES Tax | $121,408 | 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 | PO BOX 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60065 | 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 | ||||||||
| PO BOX 1247 | NORTHBROOK | IL | 60065 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANDREW J MILLS | ||||||||
| PO BOX 1247 | NORTHBROOK | IL | 60065 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LILIANA VELAZQUEZ LIU | ||||||||
| PO BOX 1247 | NORTHBROOK | IL | 60065 | PROGRAM OFFICER | 40.00 | $83,781 | $0 | $0 |
| HALLE LEGANZA | ||||||||
| PO BOX 1247 | NORTHBROOK | IL | 60065 | GRANTS ASSOCIATE | 40.00 | $70,594 | $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 | $38,472,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,212,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $95,917,738 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,603,365 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,603,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,919,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,684,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,584,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,584,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146,405 | TotalTaxAmt |
| Distributable Before Adj | $9,437,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,437,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,437,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,061,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,061,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,437,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $253,380 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $253,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,061,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,437,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $623,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $876,880 | 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 | $876,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $253,380 | ExcessFromYear2Amt |
| Excess From Current Year | $623,500 | 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 (129 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 | $2,500 | |
| A SAFE PLACE | ||||||||
| 2710 17TH ST | ZION | IL | 60099 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| ADVANCE ILLINOIS | ||||||||
| 303 E WACKER DRIVE SUITE 1925 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| ADVOCATE CHARITABLE FOUNDATION | ||||||||
| 3075 HIGHLAND PKWY 600 | DOWNERS GROVE | IL | 60515 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| ALL CHICAGO | ||||||||
| 651 W WASHINGTON BLVD 504 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| AMY KROUSE ROSENTHAL FOUNDATION | ||||||||
| 111 W WASHINGTON STREET STE 1500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| ART INSTITUTE OF CHICAGO | ||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| BELLWETHER EDUCATION PARTNERS | ||||||||
| 68 HARRISON AVE STE 605 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $45,000 | |
| BETTER FUTURE FORWARD | ||||||||
| 400 N WASHINGTON STREET | FALLS CHURCH | VA | 22046 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| BOTTOM LINE CHICAGO | ||||||||
| 200 N LASALLE ST STE 2175 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| BRAVEN | ||||||||
| 100 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $257,000 | |
| C247 FATHER'S ARMS MINISTRIES | ||||||||
| 1348 W HOWARD STREET UNIT 1 | CHICAGO | IL | 60626 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CAMP FOR ALL KIDS | ||||||||
| 818 E 63RD ST SUITE 193 | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| CAMPAIGN FOR SOUTHERN EQUALITY | ||||||||
| PO BOX 364 | ASHEVILLE | NC | 28802 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CAROLE ROBERTSON CENTER FOR LEARNING | ||||||||
| 1111 S WESTERN AVE SUITE B | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $155,000 | |
| CHAMPS MALE MENTORING PROGRAM | ||||||||
| PO BOX 19584 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| CHICAGO ABORTION FUND | ||||||||
| 333 W NORTH AVE 267 | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $90,000 | |
| CHICAGO COMMUNITY TRUST | ||||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| 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 INTERNATIONAL FILM FESTIVAL INC CINEMA - CHICAGO | ||||||||
| 212 V VAN BUREN ST STE 400 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CHICAGO PUBLIC EDUCATION FUND (CPEF) | ||||||||
| 200 W ADAMS ST SUITE 1175 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CHICAGO SCHOLARS | ||||||||
| 247 S STATE STREET SUITE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| CHICAGO SOUTH SIDE BIRTH CENTER | ||||||||
| 643 N CARROLL PKWY UNIT 210B | GLENWOOD | IL | 60425 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| CHICAGO STATE FOUNDATION | ||||||||
| 9501 S KING DRIVE ADM 126 | CHICAGO | IL | 60628 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $130,000 | |
| CHICAGOLAND ENTREPRENEURIAL CENTER (1871) | ||||||||
| 222 MERCHANDISE MART PLZ STE 1212 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| CHILDREN FIRST FUND THE | ||||||||
| FBRK IMPACT HOUSE 200 W MADISON ST | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | 2ND FL |
| CHILDREN'S HOME AND AID | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CHOICES CENTER FOR REPRODUCTIVE HEALTH | ||||||||
| 1203 POPLAR AVENUE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| CITY COLLEGES OF CHICAGO FOUNDATION | ||||||||
| 180 NORTH WABASH AVE SUITE 200 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $575,000 | |
| CIVIC NEWS COMPANY | ||||||||
| ATTN CHALKBEAT 450 SEVENTH AVE 32ND | NEW YORK | NY | 10123 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | FLOOR |
| CODE NATION | ||||||||
| 300 WEST ADAMS SUITE 100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| COFI | ||||||||
| 2245 S MICHIGAN AVENUE SUITE 200 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 60030 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| COLLEGE POSSIBLE INC | ||||||||
| 755 PRIOR AVENUE NORTH 210 | SAINT PAUL | MN | 55104 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| 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 | |
| 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 INC | ||||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $35,000 | |
| 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 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| EVANSTON SCHOLARS | ||||||||
| 1234 SHERMAN AVE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $45,000 | |
| FENIX FAMILY HEALTH CENTER | ||||||||
| 130 WASHINGTON AVE | HIGHWOOD | IL | 60040 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| FOREFRONT ILLINOIS | ||||||||
| 200 W MADISON AVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $4,858 | |
| FRIENDS OF HIGHWOOD PUBLIC LIBRARY | ||||||||
| 102 HIGHWOOD AVENUE | HIGHWOOD | IL | 60040 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| 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 | $30,000 | |
| GIRLS WHO INVEST INC | ||||||||
| 28 LIBERTY ST FL 6 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| GLOBAL SMILE FOUNDATION | ||||||||
| 106 ACCESS ROAD SUITE 209 | NORWOOD | MA | 02062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| HEART OF THE CITY | ||||||||
| PO BOX 356 | WAUKEGAN | IL | 60079 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| HIGH JUMP | ||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| 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 | $200,000 | |
| ILLINOIS HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $35,000 | |
| INGENUITY | ||||||||
| 440 N WELL ST STE 505 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $37,500 | |
| INTONATION MUSIC WORKSHOP | ||||||||
| 5035 S EAST END AVE SUITE 37145 | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| INTRINSIC SCHOOLS | ||||||||
| 79 W MONROE STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 300 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $155,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $500,000 | |
| JUST PEOPLE | ||||||||
| 1412 OAKBROOK DR STE 180 | NORCROSS | GA | 30093 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| KIDS FIRST CHICAGO | ||||||||
| 21 S CLARK STREET 4301 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $205,000 | |
| LAKE COUNTY CENTER FOR INDEPENDENT LIVING | ||||||||
| 377 N SEYMOUR AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $7,500 | |
| LEADING EDUCATORS INC | ||||||||
| 201 SAINT CHARLES AVE SUITE 114 | NEW ORLEANS | LA | 70170 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| LION PRIDE MENTORING INC | ||||||||
| 1 N STATE ST STE 1500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $35,000 | |
| 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 | |
| METROPOLITAN FAMILY SERVICES | ||||||||
| 11560 S KEDZIE AVENUE 200 | MERRIONETTER PARK | IL | 60803 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| MIKVA CHALLENGE | ||||||||
| 200 S MICHIGAN AVE STE 1000 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NAMI CHICAGO | ||||||||
| 1801 W WARNER AVE STE 202 | CHICAGO | IL | 60613 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| NATIONAL EDUCATION EQUITY LAB INC | ||||||||
| 648 BROADWAY STE 603 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $60,000 | |
| 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 COLLEGE SUCCESS | ||||||||
| 969 E 60TH STREET | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| 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 | $75,000 | |
| NEW LIFE CENTERS OF CHICAGOLAND | ||||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $200,000 | |
| NEW MOMS | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NEW VENTURE FUND | ||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $15,000 | |
| NEWROOT LEARNING INSTITUTE | ||||||||
| 910 W VAN BUREN ST STE 200 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| NOBLE | ||||||||
| 1 N STATE ST FLOOR 15 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $251,000 | |
| 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 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $35,000 | |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $130,000 | |
| OLD ST PATRICK'S CHURCH | ||||||||
| 711 W MONROE STREET | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| 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 | |
| ONEGOAL | ||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| 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 | |
| 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 | |
| POSSE | ||||||||
| 111 W JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| PROJECT SYNCERE | ||||||||
| 9012 S STONY ISLAND AVE | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| 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 | |
| RING OF HOPE | ||||||||
| 7445 S SOUTH CHICAGO AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| 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 | |
| SECOND STAR CHILDRENS CAMP | ||||||||
| 543 VALLEY BROOK DR | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $4,000 | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| SKYART | ||||||||
| 3026 E 91ST STREET | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $62,500 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER 1500 JOHN F KENNEDY | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | 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 | |
| SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION INC | ||||||||
| PO BOX 5450 | ASTORIA | NY | 11105 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| SURGE INSTITUTE | ||||||||
| 935 W CHESTNUT STREET SUITE 515 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $3,000 | |
| THE BLOC | ||||||||
| 1345 N KARLOV AVENUE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $72,000 | |
| THE GRAY MATTER EXPERIENCE | ||||||||
| 20 N WACKER SUITE 1200 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| THE JOSSELYN CENTER NFP | ||||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| THE LAKE COUNTY HAVEN | ||||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| THE LOST BOYS INC | ||||||||
| 2806 URBAN CREST DR | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| UN LEARNING SPACE | ||||||||
| 3336 S PRAIRIE AVE | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| UNITED WAY OF CHICAGO | ||||||||
| 333 S WABASH 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 SOUTH GREENLEAF STREET | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $6,000 | |
| UNIVERSITY OF CHICAGO - CONSORTIUM ON SCHOOL RESEARCH | ||||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| UNIVERSITY OF CHICAGO EDUCATION LAB | ||||||||
| 33 NORTH LASALLE STREET SUITE 1600 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $325,000 | |
| UNIVERSITY OF CHICAGO TO&THROUGH PROJECT | ||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1200 WEST HARRISON ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| VIEWING OUR CHILDREN AS EMERGING LEADERS (VOCEL) | ||||||||
| 1550 W CARROLL AVE SUITE 203 | CHICAGO | IL | 60607 | 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 | |
| WAUKEGAN TO COLLEGE | ||||||||
| 410 GRAND AVE UPPER LEVEL | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| WORKING CREDIT NFP | ||||||||
| 111 W WASHINGTON ST STE 900 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $62,500 | |
| WORKING TOGETHER | ||||||||
| 1005 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $14,000 | |
| 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 | |
| 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 | |
| YWCA EVANSTON | ||||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| ZACHARIAS SEXUAL ABUSE CENTER | ||||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,737,608 | 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 | $3,069,998 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,248,556 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $474,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,388,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,180,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,180,860 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
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 (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CL B | $616,737 | $3,209,940 |
| BLACKSTONE RE INCOME TRUST | $28,533,553 | $28,533,553 |
| HPS SHARES | $21,783,088 | $25,684,232 |
| KOVITZ | $1,242,550 | $1,419,214 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREGAL SAGEMOUNT IV A LP | AT COST | $400,747 | $400,747 |
| RGM VALUE OPPORTUNITY FUND II LP | AT COST | $1,000,075 | $1,000,075 |
| SRP CONTINUATION PARTNERS PARALLEL LP | AT COST | $783,716 | $783,716 |
| BIOTECHNOLOGY VALUE FUND II | AT COST | $5,193,046 | $5,193,046 |
| CHARTER OAK CARBON FUND I | AT COST | $4,982,773 | $4,982,773 |
| IMPACTIVE CAPITAL FUND | AT COST | $20,050,961 | $20,050,961 |
| JANA | AT COST | $20,000,000 | $20,000,000 |
| MSD INVESTMENT CORP | AT COST | $5,038,246 | $5,038,246 |
| READE STREET PARTNERS | AT COST | $18,389,777 | $18,389,777 |
| VALLEY FORGE CAPITAL | AT COST | $14,734,458 | $14,734,458 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,501 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,501 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FLOWTHROUGH INVESTMENTS - INCOME NOT INCLUDED IN BOOKS | $2,972,971 |
| ACCRUAL TO CASH ADJUSTMENTS | $1,583 |
| BOOK TO TAX TIMING DIFFERENCES | $70,835 |
| OTHER BOOK TO TAX DIFFERENCES | $37,749 |
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 |
|---|---|---|---|---|
| FORIEGN TAXES | $9,543 | $9,543 | $0 | $0 |
| INVESTMENT EXPENSES | $627,870 | $627,870 | $0 | $0 |
| OTHER EXPENSES | $33,271 | $7,931 | $0 | $25,340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PERSHING LLC #8570 | $477 | $477 | $0 |
| READE STREET PARTNERS LP | -$43 | -$43 | $0 |
| RGM VALUE OPPORTUNITY FUND II LP | -$8 | -$8 | $0 |
| IMPACTIVE CAPITAL FUND LP | $2,346 | $2,346 | $0 |
| BIOTECHNOLOGY VALUE FUND II | $1,313 | $1,313 | $0 |
| AKO GLOBAL LONG-ONLY FUND | $469,932 | $469,932 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $35,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,360 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $75,000 | DisbursementsCharitablePrpsAmt |