CAERUS FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CAERUS FOUNDATION INC (EIN 71-0935903)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202313199349110151
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T20:53:54+00:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 N 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	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	710935903	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Caerus Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CAER	BusinessNameControlTxt
Phone	8475592000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3100 SANDERS ROAD 500	AddressLine1Txt
City	NORTHBROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60062	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CATHY WEREDA	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8475592000	PhoneNum
Signature	2023-11-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Voula Spyridis	PreparerPersonNm
PTIN	P01795600	PTIN
Phone	3128792000	PhoneNum
Preparation	2023-11-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$176,948,986	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$30,108,423	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$39,623	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$39,623	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,755,283	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,755,283	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,593,440	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$62,668,602	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,593,440	CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	-$330,097	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$330,012	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$35,166,672	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,058,334	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$179	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$179	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$45,844	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$22,922	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$20,836	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,601,179	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$980,514	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$620,665	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$473,724	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$52,129	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss	$16,977	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$16,919	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$13,858	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$13,707	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,151,761	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,055,744	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$672,127	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,558,982	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$13,369,030	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,710,743	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,055,744	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$14,041,157	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$22,455,929	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,002,590	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,039,666	CashBOYAmt
Cash EOY	$140,384	CashEOYAmt
Cash EOYFMV	$140,384	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$5,686,492	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,477,768	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,477,768	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$5	AcctRcvblAmt
Acct Rcvbl BOY	$3,348,212	AcctRcvblBOYAmt
Acct Rcvbl EOY	$5	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$5	AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY	$0	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$0	PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$0	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$0	CorporateStockEOYAmt
Corporate Stock EOYFMV	$0	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$0	CorporateBondsBOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$0	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$0	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$0	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV	$0	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$174,025,633	OtherInvestmentsBOYAmt
Other Investments EOY	$173,330,829	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$173,330,829	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$185,100,003	TotalAssetsBOYAmt
Total Assets EOY	$176,948,986	TotalAssetsEOYAmt
Total Assets EOYFMV	$176,948,986	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$37,500	AccountsPayableBOYAmt
Accounts Payable EOY	$41,672	AccountsPayableEOYAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY	$0	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$10,078,128	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$7,268,289	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$10,115,628	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,309,961	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$174,984,375	CapitalStockBOYAmt
Capital Stock EOY	$169,639,025	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$174,984,375	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$169,639,025	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$185,100,003	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$176,948,986	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$174,984,375	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$22,455,929	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$197,440,304	SubtotalAmt
Other Decreases	$27,801,279	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$169,639,025	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$60,159,092	$60,015,345	$143,747	$0	$143,747
CAPITAL GAINS DIVIDENDS	$2,101,873		$2,101,873	$0	$2,101,873
BIOTECHNOLOGY VALUE FUND II, LP	$375,499		$375,499	$0	$375,499	P
CONTROLLED ENVIRONMENT FOODS FUND (AIV II), LLC	$32,138		$32,138	$0	$32,138	P
METHOD ONE, LLC		$38,830	-$38,830	$0	-$38,830	P
Z CAPITAL PARTNERS III, LP		$20,987	-$20,987	$0	-$20,987	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,593,440	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$55,636	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$55,636	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$55,636	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$334,551	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$334,551	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$278,915	OverpaymentAmt
Applied To ES Tax	$278,915	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.CAERUSFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	CATHY WEREDA	IndividualWithBooksNm
Phone	8475592000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 SANDERS ROAD SUITE 500	AddressLine1Txt
City	NORTHBROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60062	ZIPCd

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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
J THOMAS HURVIS
3100 SANDERS ROAD	NORTHBROOK	IL	60062	PRESIDENT and DIRECTOR	5.000	$0	$0	$0
SARA H YOUNKIN
3100 SANDERS ROAD	NORTHBROOK	IL	60062	Vice president and DIRECTOR	5.000	$0	$0	$0
CHRISTINA M HURVIS
3100 SANDERS ROAD	NORTHBROOK	IL	60062	SECRETARY and DIRECTOR	5.000	$0	$0	$0
CONNIE GIAMPAPA
3100 SANDERS ROAD SUITE 500	NORTHBROOK	IL	60062	ASSISTANT SECRETARY	1.000	$0	$0	$0
CATHY WEREDA
3100 SANDERS ROAD SUITE 500	NORTHBROOK	IL	60062	TREASURER	1.000	$0	$0	$0
SARAH BARRY
3100 SANDERS ROAD SUITE 500	NORTHBROOK	IL	60062	ASSISTANT TREASURER	1.000	$0	$0	$0

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
THE HURVIS GROUP
3100 SANDERS ROAD SUITE 500	NORTHBROOK	IL	600627155	PROFESSIONAL FEES	$1,509,565
WELLS FARGO
6325 S RAINBOW BLVD STE 300	LAS VEGAS	NV	89118	PROFESSIONAL FEES	$91,542

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$137,422,738	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,251,256	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$19,532,813	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$158,206,807	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$158,206,807	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,373,102	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$155,833,705	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,791,685	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,791,685	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$55,636	TaxBasedOnInvestmentIncomeAmt
Total Tax	$55,636	TotalTaxAmt
Distributable Before Adj	$7,736,049	DistributableBeforeAdjAmt
Distributable Before Ded	$7,736,049	DistributableBeforeDedAmt
Distributable As Adjusted	$7,736,049	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,041,157	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$14,041,157	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,736,049	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$6,319,960	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$9,071,691	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$9,416,795	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$24,808,446	TotalExcessDistributionCyovAmt
Qualifying Distributions	$14,041,157	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$7,736,049	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,305,108	RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$31,113,554	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$30,108,423	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,005,131	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$1,005,131	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	J THOMAS HURVIS PRESIDENT	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
826 Valencia
826 Valencia Street	San Francisco	CA	94110	PC	2022 Holiday Grant	$10,000
826 Valencia
826 Valencia Street	San Francisco	CA	94110	PC	General Operating Support	$200,000
826 Valencia
826 Valencia Street	San Francisco	CA	94110	PC	2022 Summer Programming	$30,000
826CHI
1276 N Milwaukee Avenue	Chicago	IL	60622	PC	General Program Support	$45,000
After School Matters
66 E Randolph Street	Chicago	IL	606017504	PC	2022 Summer Programs	$20,000
Albany Park Theater Project
PO Box 25072	Chicago	IL	60625	PC	SUSTAIN AND ENHANCE APTPS SCHOOLBASED PROGRAMS	$50,000
America SCORES Bay Area
1460 Mission Street	San Francisco	CA	94103	PC	Support for Core Programming and Field of Dreams in San Francisco 2022-2024	$50,000
America SCORES Chicago
600 West Cermak Rd 204	Chicago	IL	60616	PC	2022 Summer Programming	$15,000
America SCORES Chicago
600 West Cermak Rd 204	Chicago	IL	60616	PC	Literacy in Action 2022-24	$40,000
Athletic Scholars Advancement Program (ASAP)
Mission High School 3750 18th Stree	San Francisco	CA	94114	PC	ASAP Promise Scholars Cohort 9	$44,000	t Room 408
Athletic Scholars Advancement Program (ASAP)
Mission High School 3750 18th Stree	San Francisco	CA	94114	PC	ASAP Promise Scholars Cohort 8	$44,000	t Room 408
Audubon Great Lakes
125 S Wacker Drive Suite 2125	Chicago	IL	60606	PC	Wild Indigo: Amplifying Community Conservation Engagement Across the Great Lakes Region	$60,000
Big Brothers Big Sisters of Metropolitan Chicago
560 W Lake St 5th Floor	Chicago	IL	60661	PC	Big Brothers Big Sisters Englewood/South Side Office	$200,000
Black Ensemble Theater
4450 N Clark Street	Chicago	IL	60640	PC	General Operating Support	$50,000
Black Ensemble Theater
4450 N Clark Street	Chicago	IL	60640	PC	Education Programs 2022-24	$50,000
Bottom Line Inc
200 N LaSalle Ste 2175	Chicago	IL	60601	PC	Bottom Line Success Program	$75,000
Breakthrough Urban Ministries Inc
402 N St Louis	Chicago	IL	60624	PC	2022 Summer Programming	$25,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Promise Scholar Program - Cohort #11	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Community Mental Health Services (CMHS) Program	$75,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD College Access and Persistence Academy (CAPA)	$90,000
ChiArts Foundation
PO Box 772076	Chicago	IL	606772076	PC	2021-22/2022-23 ChiArts Outreach Programming: Novice Arts Access	$100,000
Chicago Jazz Philharmonic
1111 North Wells Street Suite 501	Chicago	IL	60610	PC	CJP Performance Series with the Kehrein Center for the Arts	$15,000
Chicago Jazz Philharmonic
1111 North Wells Street Suite 501	Chicago	IL	60610	PC	Jazz Academy 2021-2022	$25,081
Chicago Jazz Philharmonic
1111 North Wells Street Suite 501	Chicago	IL	60610	PC	Jazz Academy 2022-2023	$50,000
Chicago Jazz Philharmonic
1111 North Wells Street Suite 501	Chicago	IL	60610	PC	CJP Performance Series with the Kehrein Center for the Arts	$15,000
Chicago Lights
126 E CHESTNUT STREET	Chicago	IL	60611	PC	Chicago Lights Tutoring and Summer Programs 2022-2024	$75,000
Chicago Lights
126 E CHESTNUT STREET	Chicago	IL	60611	PC	2022 Summer Programming	$20,000
Chicago Scholars
247 S State Street Suite 700	Chicago	IL	60604	PC	Core Programming Support	$250,000
City Year Inc
303 E Wacker Dr STE 2750	CHICAGO	IL	60601	PC	(3) CPS Englewood Schools 2022-24	$425,000
City Year Inc
303 E Wacker Dr STE 2750	CHICAGO	IL	60601	PC	Marketing & Recruitment - FY23 (school year 2022-2023)	$25,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 9 (2) Class of 2024	$44,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 10 (3) Class of 2025	$44,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 11 (4) Class of 2026	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholar Program - Cohort 1 (Class of 2023)	$44,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	College Possible High School Program Expansion at Kelly and Mather	$75,000
Doctors Without Borders USA Inc
40 Rector Street 16th Floor	New York	NY	10006	PC	Emergency Response	$500,000
Doctors Without Borders USA Inc
40 Rector Street 16th Floor	New York	NY	10006	PC	Climate Smart Initiative and Climate Change Field Projects	$100,000
Doctors Without Borders USA Inc
40 Rector Street 16th Floor	New York	NY	10006	PC	Climate Smart Initiative and Climate Change Field Projects	$100,000
Doctors Without Borders USA Inc
40 Rector Street 16th Floor	New York	NY	10006	PC	Humanitarian Response in Ukraine and neighboring countries	$250,000
Ducks Unlimited
1 Waterfowl Way	Memphis	TN	38120	PC	Restoration Projects and Land Protection Strategies in WI	$225,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	General Operating Support	$100,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG- Promise Scholars, Cohort 10	$44,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 11	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	First Graduate Promise Scholars Cohort 8	$40,000
Forefront
200 West Madison Street 2nd Floor	Chicago	IL	60606	PC	Support of Forefront through annual membership, capacity building for professional development and research	$28,600
Friends of the Forest Preserves
411 S Wells St Suite 300	Chicago	IL	60607	PC	North Branch Conservation Corps 2021-2023	$130,000
Gary Comer Youth Center
7200 South Ingleside Avenue	Chicago	IL	60619	PC	2022 youth summer programs	$15,000
Gathering Waters Wisconsin's Alliance for Land Trusts
211 S Paterson Street Suite 270	Madison	WI	53703	PC	General Operating Support	$100,000
Global Strategies
828 San Pablo Avenue Suite 260	Albany	CA	94706	PC	Partnering with communities to scale quality healthcare	$300,000
Heifer Project International
1 World Avenue	Little Rock	AR	72202	PC	General Operating Support 2022-2023	$50,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	The Clubhouse Teen Expansion	$150,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 10	$44,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Part Time College and Career Coach	$16,402
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship Program (PSP) Cohort 9	$44,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	The Clubhouse Teen Program	$150,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 11	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Cohort Eight	$44,000
Hyde Park Art Center
5020 South Cornell Avenue	Chicago	IL	60615	PC	2022 Summer Programs	$20,000
Ingenuity Inc Chicago
440 N Wells Suite 505	Chicago	IL	60654	PC	Ingenuity's General Operations	$20,000
Jamestown Community Center
2929 19th Street	San Francisco	CA	94110	PC	Jamestown Summer Camps 2022	$90,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2026	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2025	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2023	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2024	$30,000
Madison Audubon Society
1400 E Washington Ste 170	Madison	WI	53703	PC	Madison Audubon's Education Program: Empowering Kids through Discovery!	$80,000
MAG America
1233 20th Street NW Suite 640	Washington	DC	20036	PC	Technology and Innovation activities and landmine and cluster munition clearance in Cambodia 2021-2023	$191,970
MAG America
1233 20th Street NW Suite 640	Washington	DC	20036	PC	Technology and Innovation activities and landmine and cluster munition clearance in Cambodia 2021-2023	$825,000
Marwen
833 North Orleans Street	Chicago	IL	60610	PC	2022 Youth Summer Programs	$15,000
Merit School of Music
38 S Peoria Street	Chicago	IL	60607	PC	MERIT MUSIC IN COMMUNITIES - SELECT PARTNER SITES	$125,000
MetroSquash
6100 S Cottage Grove Avenue	Chicago	IL	606372528	PC	College Support for 2022-2023 and 2023-24	$40,000
MetroSquash
6100 S Cottage Grove Avenue	Chicago	IL	606372528	PC	Summer Enrichment Programming 2022 and 2023	$20,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG/ASAP- Promise Scholars Cohort 10	$88,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	Mission Graduates - Promise Scholars Cohort 9	$44,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	General Operating Support	$75,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 11 -2022	$90,250
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	Promise Scholars Cohort 8	$44,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	Mission Graduates Parent Partner Program Support	$70,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	ASAP Program Support	$70,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	Promise Scholars Program Management	$187,762
Mount Mercy University
1330 Elmhurst Drive NE Warde 206A	Cedar Rapids	IA	52402	PC	Hurvis Scholar #8	$12,000
Mount Mercy University
1330 Elmhurst Drive NE Warde 206A	Cedar Rapids	IA	52402	PC	Hurvis Scholar #7	$12,000
Muttville
PO Box 410207	San Francisco	CA	94141	PC	Muttville's Seniors for Seniors Program & Humane Education Program	$30,000
National Audubon Society
225 Varick St 7th Fl	New York	NY	10014	PC	Great Lakes Roles and Non-Personnel Support 2022-2025	$1,000,000
Natural Resources Foundation of Wisconsin
PO Box 2317	Madison	WI	53701	PC	Wisconsin State Natural Area Restoration and Conservation Education Project	$100,000
One Million Degrees
180 N Wabash Suite 310	Chicago	IL	60601	PC	Support for South Side Programs 2022-2024	$250,000
Partners In Health
800 Boylston Street Suite 300	Boston	MA	02199	PC	Maternal and Child Health in Haiti and Sierra Leone 2022-2024	$400,000
PAWS Chicago
1997 North Clybourn Avenue	Chicago	IL	60614	PC	PAWS Chicago Community Outreach Program 2022-2024	$75,000
Project Education Plus
542 W Hobbie St	Chicago	IL	60610	PC	Scholarship Support 2022-23	$25,000
RefugeeOne
6008 N California Avenue	Chicago	IL	60659	PC	Summer Youth Program and Women's Services	$20,000
Room to Read
465 California Street Suite 1000	San Francisco	CA	94104	PC	Literacy and Girls' Education Programs 2022-23	$100,000
ScholarMatch
849 Valencia Street	San Francisco	CA	94110	PC	General operating support	$50,000
SkyART
3026 E 91st Street	Chicago	IL	60617	PC	2022 Summer Programming - Artist's Garden	$10,000
SkyART
3026 E 91st Street	Chicago	IL	60617	PC	SkyART Project 3rd Space (P3S) Teen Program Support	$100,000
Storycatchers Theatre
544 W Oak Street 1005	Chicago	IL	60610	PC	Changing Voices	$50,000
Storycatchers Theatre
544 W Oak Street 1005	Chicago	IL	60610	PC	Changing Voices	$49,965
The Anti-Cruelty Society
157 West Grand Avenue	Chicago	IL	60654	PC	Outreach Programs 2022-2024	$75,000
The Energy Foundation
55 2nd Street	San Francisco	CA	94105	PC	Environment Initiatives 2023	$300,000
The HALO Trust USA Inc
1730 Rhode Island Ave NW Suite 206	Washington	DC	20036	PC	Ukraine Emergency Response Fund	$100,000
The HALO Trust USA Inc
1730 Rhode Island Ave NW Suite 206	Washington	DC	20036	PC	Ukraine Emergency Response Fund	$50,000
The HALO Trust USA Inc
1730 Rhode Island Ave NW Suite 206	Washington	DC	20036	PC	Saving Lives by Investing in Conservation, Women's Empowerment, and Innovation	$1,000,000
The People's Music School
931 W Eastwood Avenue	Chicago	IL	60640	PC	The People's Music School South Side Programs	$150,000
The Prairie Enthusiasts
PO Box 824 110 S Main Street	Viroqua	WI	54665	PC	Hanley Farm and Mueller Tract land protection	$150,000
The Resurrection Project
1805 S Paulina	Chicago	IL	60608	PC	Support for key leadership staff, enhanced marketing and communications, and ongoing community programs.	$1,500,000
TriCity Family Services
1120 Randall Court	Geneva	IL	60134	PC	Wilderness Challenge, Compass, True North Vision Board Workshop for Girls, and Trek 2022-2023	$20,000
Trout Unlimited
1777 North Kent Street Suite 100	Arlington	VA	22209	PC	Conservation Projects in WI	$100,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$60,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$300,000
Up On Top
1187 Franklin Street	San Francisco	CA	94109	PC	2020 Community Hub Initiative & Community Summer Program	$35,000
Youth Services of Glenview-Northbrook
3080 West Lake Avenue	Glenview	IL	60026	PC	After-School Programming	$35,000
Youth Services of Glenview-Northbrook
3080 West Lake Avenue	Glenview	IL	60026	PC	2022 Summer Programming	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$13,369,030	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (81 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Big City Mountaineers
710 10th Street Ste 120	Golden	CO	80401	PC	Program support for WI trip series	$21,500
Big City Mountaineers
710 10th Street Ste 120	Golden	CO	80401	PC	Program support for WI trip series	$21,500
Black Ensemble Theater
4450 N Clark Street	Chicago	IL	60640	PC	Education Programs 2022-24	$50,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD College Access and Persistence Academy (CAPA)	$75,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Community Mental Health Services (CMHS) Program	$75,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Promise Scholar Program - Cohort #11	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Promise Scholar Program - Cohort #11	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	BUILD Promise Scholar Program - Cohort #11	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	Promise Scholars Cohort #12	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	Promise Scholars Cohort #12	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	Promise Scholars Cohort #12	$23,000
BUILD Inc
5100 W Harrison St	Chicago	IL	60644	PC	Promise Scholars Cohort #12	$23,000
Chicago Lights
126 E Chestnut Street	Chicago	IL	60611	PC	Chicago Lights Tutoring and Summer Programs 2022-2024	$75,000
Chicago Scholars
247 S State Street Suite 700	Chicago	IL	60604	PC	Core Programming Support	$250,000
City Year Inc
303 E Wacker Dr	Chicago	IL	60601	PC	Marketing & Recruitment - FY23 (school year 2022-2023)	$25,000
City Year Inc
303 E Wacker Dr	Chicago	IL	60601	PC	Marketing & Recruitment - FY23 (school year 2022-2023)	$25,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	CP Promise Scholars Cohort 12 Class of 2027	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	CP Promise Scholars Cohort 12 Class of 2027	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	CP Promise Scholars Cohort 12 Class of 2027	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	CP Promise Scholars Cohort 12 Class of 2027	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 11 (4) Class of 2026	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 11 (4) Class of 2026	$45,000
College Possible
833 N Orleans St Suite 400	Chicago	IL	60610	PC	Promise Scholars - Cohort 11 (4) Class of 2026	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 11	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 11	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 11	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 12	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 12	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 12	$45,000
First Graduate
2973 16th Street Suite 400	San Francisco	CA	94103	PC	FG Promise Scholars - Cohort 12	$45,000
Global Strategies
828 San Pablo Avenue Suite 260	Albany	CA	94706	PC	Core programming	$300,000
Global Strategies
828 San Pablo Avenue Suite 260	Albany	CA	94706	PC	Core programming	$300,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 11	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 11	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 11	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 12	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 12	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 12	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	Howard Area Promise Scholarship (PSP) Cohort 12	$45,000
Howard Area Community Center
7648 N Paulina Street	Chicago	IL	60626	PC	The Clubhouse Teen Program	$150,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2027	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2027	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2027	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2027	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2028	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2028	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2028	$30,000
Lakeland University
W3718 South Drive	Plymouth	WI	530734848	PC	Hurvis Scholars Class of 2028	$30,000
MetroSquash
6100 S Cottage Grove Avenue	Chicago	IL	606372528	PC	College Support for 2022-2023 and 2023-24	$40,000
MetroSquash
6100 S Cottage Grove Avenue	Chicago	IL	606372528	PC	Summer Enrichment Programming 2022 and 2023	$20,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	ASAP Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	ASAP Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	ASAP Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	ASAP Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	General Operating Support	$75,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 11 -2022	$90,250
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 11 -2022	$90,250
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 11 -2022	$90,250
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 12 Class of 2027	$45,000
Mission Graduates
3040 16th Street	San Francisco	CA	94103	PC	MG Promise Scholars - Cohort 12 Class of 2027	$45,000
National Audubon Society
225 Varick St 7th Fl	New York	NY	10014	PC	Great Lakes Roles and Non-Personnel Support 2022-2025	$1,000,000
National Audubon Society
225 Varick St 7th Fl	New York	NY	10014	PC	Great Lakes Roles and Non-Personnel Support 2022-2025	$1,000,000
Natural Resources Foundation of Wisconsin
PO Box 2317	Madison	WI	53701	PC	Wisconsin State Natural Area Restoration and Conservation Education Project	$100,000
Northwoods Land Trust Inc
PO Box 321	Eagle River	WI	54521	PC	Northwoods Conservation Easement Project	$100,000
Northwoods Land Trust Inc
PO Box 321	Eagle River	WI	54521	PC	Northwoods Conservation Easement Project	$100,000
One Million Degrees
180 N Wabash Suite 310	Chicago	IL	60601	PC	Support for South Side Programs 2022-2024	$250,000
Panzi Foundation USA
5185 MacArthur Blvd NW 708	Washington	DC	20016	PC	Survivors of Sexual Violence Project	$150,000
Partners In Health
800 Boylston Street Suite 300	Boston	MA	02199	PC	Maternal and Child Health in Haiti and Sierra Leone 2022-2024	$400,000
PAWS Chicago
1997 North Clybourn Avenue	Chicago	IL	60614	PC	PAWS Chicago Community Outreach Program 2022-2024	$75,000
Room to Read
465 California Street Suite 1000	San Francisco	CA	94104	PC	Literacy and Girls' Education Programs 2022-23	$100,000
The Anti-Cruelty Society
157 West Grand Avenue	Chicago	IL	60654	PC	Outreach Programs 2022-2024	$75,000
The Windward Fund
247 West Freshwater Way	Milwaukee	WI	53204	PC	Western Lake Michigan Pooled Fund	$200,000
The Windward Fund
247 West Freshwater Way	Milwaukee	WI	53204	PC	Western Lake Michigan Pooled Fund	$200,000
TriCity Family Services
1120 Randall Court	Geneva	IL	60134	PC	Wilderness Challenge, Compass, True North Vision Board Workshop for Girls, and Trek 2022-2023	$20,000
Trout Unlimited
1777 North Kent Street Suite 100	Arlington	VA	22209	PC	Conservation Projects in WI	$100,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$44,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$250,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$55,000
Tutoring Chicago
2145 North Halsted	Chicago	IL	60614	PC	General Operating Support 2022-24	$91,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$7,789,750	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$39,623	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,755,283	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	-$4	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$2,593,444	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
class action PROCEEDS	1	$33
INCOME FROM PASS-THROUGH INV	1	-$330,049	901101	-$81

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$85	UnrelatedBusinessTaxblIncmAmt
Exclusion	$5,058,334	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,058,249	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	J THOMAS HURVIS	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 SANDERS ROAD SUITE 500	AddressLine1Txt
City	NORTHBROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60062	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$30,108,423	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	159,769 SHARES OF VARIOUS STOCK	NoncashPropertyDesc
Fair Market Value	$19,108,423	FairMarketValueAmt
Received	2022-12-30	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$45,844	Amt
Net Investment Income	$22,922	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$20,836	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
CONDUIT TREATMENT OF CONTRIBUTION MADE TO PRIVATE FOUNDATION	Form 990-PF, Part XII, Line 7	THE CAERUS FOUNDATION, INC. ("FOUNDATION") IS TREATING DISTRIBUTIONS AS BEING MADE OUT OF CORPUS FOR PURPOSES OF PERMITTING DONOR(S) TO CLAIM A FULL FAIR MARKET DEDUCTION FOR CONTRIBUTIONS TO THE FOUNDATION IN 2022. CONDUIT TREATMENT OF CONTRIBUTION MADE TO PRIVATE FOUNDATION UNDER IRC SECTION 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2). 2022 AMOUNTS REQUIRED TO BE DISTRIBUTED UNDER CONDUIT RULES: 2021 UNDISTRIBUTED INCOME: NONE 2022 DISTRIBUTABLE AMOUNT: $7,736,049 2022 NON-CASH (PROPERTY) CONTRIBUTIONS RECEIVED FROM DONOR: $19,108,423 2022 CASH CONTRIBUTIONS RECEIVED FROM DONOR: $11,000,000 TOTAL AMOUNT REQUIRED TO BE DISTRIBUTED BEFORE 3/15/2023 UNDER PRIVATE FOUNDATION CONDUIT RULES: $37,844,472 2022 AMOUNTS DISTRIBUTED OR DEEMED DISTRIBUTED: QUALIFYING DISTRIBUTIONS APPLIED TO DISTRIBUTABLE AMOUNT: $7,736,049 AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) AND DISTRIBUTED OUT OF CORPUS: $30,108,423 AMOUNTS DISTRIBUTED OUT OF CORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) IN 2023 PRIOR TO 3/15/2023: NONE TOTAL AMOUNT DISTRIBUTED FROM CORPUS BEFORE 3/15/2023 IN ACCORDANCE WITH IRC SEC. 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2): $37,844,472 THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H)(2) AND IS NOT SUBJECT TO THE SECTION 170(E)(1)(B)(II) LIMITATIONS, AS A CONDUIT OR PASS-THROUGH FOUNDATION SINCE ALL CONTRIBUTIONS FROM DONOR RECEIVED DURING 2022 WERE DISTRIBUTED OUT OF CORPUS PRIOR TO 3/15/2023. THUS, THE DONATION QUALIFIES AS IF MADE TO A PUBLIC CHARITY WITH REGARD TO THESE CONTRIBUTIONS. SEE ATTACHED SIGNED ELECTION STATEMENT
ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS	Form 990-PF, Part XII, Line 7	ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS FOUNDATION NAME: CAERUS FOUNDATION, INC. FEIN: 71-0935903 ADDRESS: 3100 SANDERS ROAD, SUITE 500, NORTHBROOK, IL 60062 YEAR-END: 12/31/2022 PURSUANT TO REG. 53.4942(A)-3( C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS AS DETAILED BELOW: TAX YEAR 2019 - $6,319,960 TAX YEAR 2020 - $9,071,691 TAX YEAR 2021 - $9,416,795 TAX YEAR 2022 - $5,299,977 TOTAL - $30,108,423 SEE ATTACHED SIGNED ELECTION STATEMENT

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (51 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AMERICAN FUND INTL GR AND INC	FMV	$15,920,886	$15,920,886
ARTISAN DEVELOPING WORLD INSTITUTIONAL	FMV	$2,585,128	$2,585,128
ARTISAN MID CAP INSTITUTIONAL	FMV	$6,416,966	$6,416,966
BAIRD CORE PLUS BOND INSTITUTIONAL	FMV	$33,550,828	$33,550,828
BAIRD ULTRA SHORT BOND INSTITUTIONAL	FMV	$7,127,960	$7,127,960
BIOTECHNOLOGY VALUE FUND II	FMV	$3,925,342	$3,925,342
CHEVRON CORP	FMV	$1,610,205	$1,610,205
CHUBB LTD	FMV	$1,963,340	$1,963,340
CONOCOPHILLIPS	FMV	$1,404,200	$1,404,200
CONTROLLED ENVIRONMENT FOODS	FMV	$1,405,147	$1,405,147
DANAHER CORP	FMV	$1,513,690	$1,513,690
DAVIDSON KEMPNER INTERNATIONAL (BVI), LTD	FMV	$5,072,470	$5,072,470
DRIEHAUS MICRO CAP GROWTH	FMV	$0	$0
EDGEWOOD GROWTH INSTL #2131	FMV	$0	$0
EXXON MOBIL CORP	FMV	$2,335,713	$2,335,713
fpa new income fund #78	FMV	$0	$0
FUNDING UNIVERSITY, INC	FMV	$1,906,749	$1,906,749
GENUINE PARTS CO	FMV	$1,717,749	$1,717,749
IMPACT ENGINE VENTURES II, LP	FMV	$185,826	$185,826
INTEREST RECEIVABLE TO FUNDING UNIVERSITY, INC	FMV	$6,250	$6,250
ISHARES CORE S & P 500 ETF	FMV	$0	$0
ISHARES CORE US AGGREGATE BOND ETF	FMV	$3,890,172	$3,890,172
ISHARES RUSSELL MID-CAP ETF	FMV	$0	$0
ishares russell mid-cap growth	FMV	$0	$0
ISHARES S&P 500 GROWTH ETF	FMV	$0	$0
JOHCM INTERNATIONAL SELECT FUND	FMV	$0	$0
JOHNSON CONTROLS INTER F	FMV	$1,276,224	$1,276,224
LHP ATLAS THREE BRIDGES EUROPE LTD	FMV	$0	$0
LOAN RECEIVABLE TO FUNDING UNIVERSITY, INC	FMV	$0	$0
LOWES COMPANIES INC	FMV	$757,112	$757,112
METHOD ONE, LLC	FMV	$1,289,312	$1,289,312
MORGAN STANLEY	FMV	$1,385,826	$1,385,826
NEXTERA ENERGY INC	FMV	$1,600,104	$1,600,104
O REILLY AUTOMOTIVE	FMV	$757,939	$757,939
PATAMAR CAPITAL	FMV	$382,299	$382,299
PATAMAR FUND II LP	FMV	$1,844,768	$1,844,768
PHILIP MORRIS INTL	FMV	$1,774,211	$1,774,211
PRINCIPAL PREFERRED SECURITIES FUND	FMV	$0	$0
RMB Fixed Income Opportunities QP LLC	FMV	$0	$0
ROYCE SMALL-CAP SPECIAL EQUITY INVESTMENT	FMV	$3,697,610	$3,697,610
SIEMENS AGF SPONSORED ADR	FMV	$1,073,812	$1,073,812
SPF SECURITIZED PRODUCTS FUND LTD	FMV	$14,558	$14,558
T. ROWE PRICE INST INTL DISCIPLINED EQ	FMV	$15,858,873	$15,858,873
TENOR FUND	FMV	$5,121,074	$5,121,074
VANGUARD DIVIDEND GROWTH FUND INV	FMV	$17,941,742	$17,941,742
VANGUARD EQUITY-INCOME ADM	FMV	$17,932,668	$17,932,668
VANGUARD SMALL CAP GROWTH H INDEX ADMIRAL	FMV	$2,066,287	$2,066,287
VANGUARD TOTAL BOND MARKET INDEX	FMV	$0	$0
VIRTUS KAR SMALL-CAP CORE FUND	FMV	$0	$0
Z CAPITAL PARTNERS III, LP	FMV	$6,017,789	$6,017,789
Z CAPITAL LOAN OPPORTUNITY FUND, LP	FMV	$0	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$179	LegalFeesAmt
Net Investment Income	$179	NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$27,801,279	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Programmatic expenses	$13,336	$13,336
DUES AND SUBSCRIPTIONS	$170	$170
LICENSE, PERMIT & FEE EXPENSEs	$169	$169
Postage & Mailing expenses	$168	$17
Illinois Attorney General Filing Fees	$15	$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Income from pass-through investments	-$330,130	-$330,045
Class action PROCEEDS	$33	$33

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
ACCRUED GRANT COMMITMENTS	$10,078,128	$7,268,080
Due to THG		$209

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
THE HURVIS GROUP	$1,509,565	$888,900	$620,665
BROKERAGE FEES	$91,614	$91,614

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX	$421,595
FOREIGN TAXES	$52,129	$52,129