IMC CHICAGO CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IMC CHICAGO CHARITABLE FOUNDATION (EIN 26-1416954)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104012
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T14:21:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 6TH STREET SUITE 2800 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 261416954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMC CHICAGO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMCC | BusinessNameControlTxt |
| Phone | 3122443300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE STE 4300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WIERSMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122443300 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | WIERSMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6126592934 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $34,474,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,380,359 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $904,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $897,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,107,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,344,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $957,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $123,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,498 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $30,086 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255,663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $422,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,654,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,654,578 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,077,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,807,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,267,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $811,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,149,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,365,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,365,630 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,220,812 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,119,596 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,713,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,985,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,014,315 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,038,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,631,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,671,479 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,853,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,158,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,144,418 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,125,809 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,159,070 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,159,070 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,881,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,521,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,474,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,701,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,341,479 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $180,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $180,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,881,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,521,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,881,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,521,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,881,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,267,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $373,294 | OtherIncreasesAmt |
| Subtotal | $35,521,479 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,521,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,107,285 | $4,073,065 | $34,220 | $34,220 |
| CAPITAL GAIN DISTRIBUTIONS | P | $25,799 | $25,799 | $25,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,162 | OverpaymentAmt |
| Applied To ES Tax | $11,162 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMC CHICAGO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122443300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE STE 4300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| LISA WIERSMA | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | DIRECTOR, FOUNDATION MANAG | 35.00 | $75,000 | $17,817 | $0 |
| ADAM ARENTS | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | VICE PRESIDENT | 40.00 | $100,000 | $37,065 | $0 |
| OSIAS LILIAN | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW LARSE | ||||||||
| 4724 SEELEY AVE | DOWNERS GROVE | IL | 60515 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL JIGANTI | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUNDEEP KHIANI | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW STEVENS | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LEV | ||||||||
| 233 S WACKER DRIVE SUITE 4300 | CHICAGO | IL | 60606 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA BREWSTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE STE 4300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EMPLOYEE ENGAGEMENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $95,000 | CompensationAmt |
| Employee Benefits | $17,817 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRITISH AMERICAN BOULEVARD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $102,353 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPLIES PURCHASED AND DONATED TO SCHOOLS AND YOUTH DEVELOPMENT NONPROFITS | Description1Txt |
| Expenses1 | $14,468 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BENEFIT CHICAGO IS MOBILIZING $33,261 IN IMPACT INVESTMENTS TO FINANCE THE GROWTH OF IMPACT ENTERPRISES THROUGHOUT THE CHICAGO REGION TO : BUILD WEALTH, CREATE JOBS, AND ENHANCE JOB READINESS. IMC CHICAGO CHARITABLE FOUNDATION MADE AN IMPACT INVESTMENT TO SUPPORT THIS INITIATIVE. | Description1Txt |
| Expenses1 | $33,261 | Expenses1Amt |
| Total | $33,261 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,141,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,879,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,021,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,021,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $510,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,510,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,675,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,675,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,278 | TotalTaxAmt |
| Distributable Before Adj | $1,664,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,664,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,664,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,807,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $33,261 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,840,568 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,664,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,250,409 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,843,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,916,801 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,157,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,802,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,970,023 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,840,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,664,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,176,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,146,322 | 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 | $4,250,409 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,895,913 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,843,322 | ExcessFromYear4Amt |
| Excess From Year3 | $3,916,801 | ExcessFromYear3Amt |
| Excess From Year2 | $13,157,446 | ExcessFromYear2Amt |
| Excess From Year1 | $8,802,045 | ExcessFromYear1Amt |
| Excess From Current Year | $9,176,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ONLINE GIVING FOUNDATION | ||||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | PC | DISBURSED TO PUBLIC CHARITIES VIA BENEVITY GRANTS PLATFORM | $8,442,074 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | EDUCATION | $965,666 | |
| RAZOM INC | ||||||||
| 140 2ND AVE SUITE 305 | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $100,000 | |
| LELEKA FOUNDATION | ||||||||
| 380 N HAMILTON AVE NUM 291 | PALO ALTO | CA | 94302 | NONE | PC | GENERAL | $100,000 | |
| LIBERATION JOURNEYS | ||||||||
| 12739 HIGHLAND AVE | BLUE ISLAND | IL | 60406 | NONE | PC | EDUCATION | $75,000 | |
| PIE FOR PROVIDERS LTD | ||||||||
| 4813 N SEELEY AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL | $50,000 | |
| DONORSCHOOSE | ||||||||
| 134 WEST 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $30,395 | |
| EQUITICITY | ||||||||
| 1956 S HAMLIN AVE 3 | CHICAGO | IL | 60623 | NONE | PC | GENERAL | $25,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL | $16,755 | |
| MOVEMBER FOUNDATION | ||||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | NONE | PC | GENERAL | $14,934 | |
| UKRAINIAN CONGRESS COMMITTEE OF AMERICA | ||||||||
| 203 2ND AVE | NEW YORK | NY | 100035706 | NONE | PC | GENERAL | $12,402 | |
| RELAY IOWA INC | ||||||||
| 6750 WESTOWN PKWY STE 200 | WEST DES MOINES | IA | 50266 | NONE | PC | GENERAL | $10,000 | |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | NONE | PC | GENERAL | $10,527 | |
| FRIENDS OF STONE ACADEMY | ||||||||
| 6239 N LEAVITT | CHICAGO | IL | 60659 | NONE | PC | EDUCATION | $10,385 | |
| PROJECT VISION INC | ||||||||
| 236 W 22ND PLACE UNIT 1 | CHICAGO | IL | 60616 | NONE | PC | EDUCATION | $8,953 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | PC | GENERAL | $8,000 | |
| US ASSOCIATION FOR UNHCR (UN REFUGEE AGENCY) | ||||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $7,000 | |
| STRIDES FOR PEACE | ||||||||
| 200 WEST MADISON 3RD FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL | $5,100 | |
| CROSSROADS FUND | ||||||||
| 3411 W DIVERSEY AVE STE 20 | CHICAGO | IL | 60647 | NONE | PC | GENERAL | $5,000 | |
| DEPAUL UNIVERSITY | ||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | GENERAL | $5,000 | |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 E ERIE STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL | $4,212 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | NONE | PC | GENERAL | $3,967 | |
| TGIMOVEMENT | ||||||||
| 6430 S CAMPBELL AVE | CHICAGO | IL | 60629 | NONE | PC | GENERAL | $3,000 | |
| EMBARC | ||||||||
| PO BOX 221450 | CHICAGO | IL | 60622 | NONE | PC | EDUCATION | $2,900 | |
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||
| 560 W LAKE ST | CHICAGO | IL | 606611420 | NONE | PC | GENERAL | $2,768 | |
| GIRLS ON THE RUN CHICAGO INC | ||||||||
| 1415 N DAYTON STE 112 | CHICAGO | IL | 60642 | NONE | PC | GENERAL | $2,736 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET | NW ATLANTA | GA | 30303 | NONE | PC | GENERAL | $2,725 | |
| TRUE STAR FOUNDATION INC | ||||||||
| 1130 SOUTH WABASH | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $2,685 | |
| BIG BASEBALL ACADEMY | ||||||||
| 4425 S WESTERN BLVD | CHICAGO | IL | 60609 | NONE | PC | GENERAL | $2,500 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $2,132 | |
| CODE NATION | ||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $2,125 | |
| TAP CANCER OUT INC | ||||||||
| 1974 CAROLINA PL SUITE 104 | FORT MILL | SC | 29708 | NONE | PC | GENERAL | $2,076 | |
| RONALD MCDONALD HOUSE CHARITIES GLOBAL INC | ||||||||
| 110 N CARPENTER STREET | CHICAGO | IL | 606072101 | NONE | PC | GENERAL | $2,000 | |
| FRIENDS OF WHITNEY M YOUNG HIGH SCHOOL | ||||||||
| 211 S LAFLIN ST | CHICAGO | IL | 606075305 | NONE | PC | EDUCATION | $1,500 | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL | $1,500 | |
| CHILDRENS ONCOLOGY SERVICES INC | ||||||||
| 213 WEST INSTITUTE PLACE SUITE 306 | CHICAGO | IL | 60610 | NONE | PC | GENERAL | $1,300 | |
| BLESSED SACRAMENT YOUTH CENTER | ||||||||
| 3600 W CERMAK RD | CHICAGO | IL | 60623 | NONE | PC | GENERAL | $1,040 | |
| AUTISM SCIENCE FOUNDATION | ||||||||
| 3 CONTINENTAL ROAD | SCARSDALE | NY | 10583 | NONE | PC | GENERAL | $1,030 | |
| OAK PARK ELEMENTARY SCHOOL DISTRICT 97 | ||||||||
| 260 MADISON ST | OAK PARK | IL | 60302 | NONE | PC | EDUCATION | $1,000 | |
| RIVER FOREST YOUTH SOCCER LTD | ||||||||
| PO BOX 5276 | RIVER FOREST | IL | 603055276 | NONE | PC | GENERAL | $650 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 100384912 | NONE | PC | GENERAL | $628 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL | $618 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL | $510 | |
| GIRLS INC OF CHICAGO | ||||||||
| 2212 S MICHIGAN AVE SUITE 210 | CHICAGO | IL | 606162103 | NONE | PC | GENERAL | $510 | |
| UNITED HELP UKRAINE | ||||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20883 | NONE | PC | GENERAL | $500 | |
| FIRST (FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY) | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 031011132 | NONE | PC | EDUCATION | $500 | |
| CHICAGO YOUTH CENTERS | ||||||||
| 218 S WABASH AVENUE SUITE 510 | CHICAGO | IL | 60604 | NONE | PC | GENERAL | $500 | |
| CHICAGO CHESS FOUNDATION | ||||||||
| 1707 N FAIRFIELD AVE UNIT 2 | CHICAGO | IL | 60647 | NONE | PC | GENERAL | $500 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL | $500 | |
| AGAINST MALARIA FOUNDATION | ||||||||
| 310 W 20TH ST STE 300 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL | $500 | |
| RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NORTHWEST INDIANA | ||||||||
| PO BOX 7002 | HINES | IL | 60141 | NONE | PC | GENERAL | $400 | |
| MCDERMOTT CENTER | ||||||||
| 932 W WASHINGTON | CHICAGO | IL | 606072217 | NONE | PC | GENERAL | $375 | |
| WILLIAMS SYNDROME ASSOCIATIONINC | ||||||||
| 507 KIRTS BLVD STE 116 | TROY | MI | 48084 | NONE | PC | GENERAL | $300 | |
| GENEVA COMMUNITY UNIT SCHOOL DISTRICT 304 | ||||||||
| 227 N FOURTH ST | GENEVA | IL | 60134 | NONE | GOV | EDUCATION | $283 | |
| ESOPHAGEAL CANCER AWARENESS ASSOCIATION INC | ||||||||
| PO BOX 55071 | BOSTON | MA | 02205 | NONE | PC | GENERAL | $250 | |
| TEAM BRIGHT SIDE INC | ||||||||
| 2064 NORFORK RD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL | $213 | |
| PELOTONIA | ||||||||
| 450 W BROAD ST | COLUMBUS | OH | 432152311 | NONE | PC | GENERAL | $206 | |
| THE EDUCATORS COMMUNITY | ||||||||
| 314 W 101ST PL | CHICAGO | IL | 60628 | NONE | PC | GENERAL | $200 | |
| CURE JM FOUNDATION | ||||||||
| 19309 WINMEADE DRIVE SUITE 204 | LEESBURG | VA | 20176 | NONE | PC | GENERAL | $155 | |
| CITY CLUB OF CHICAGO | ||||||||
| 400 N MICHIGAN AVE STE 1018 | CHICAGO | IL | 60611 | NONE | PC | GENERAL | $120 | |
| GAY MEN'S HEALTH CRISIS (GMHC) | ||||||||
| 307 WEST 38TH STREET FRNT 3 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $106 | |
| DARE2TRI PARATRIATHLON CLUB | ||||||||
| 516 N OGDEN AVE 172 | CHICAGO | IL | 60642 | NONE | PC | GENERAL | $104 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 800457106 | NONE | PC | GENERAL | $104 | |
| SPECIAL CHILDRENS CHARITIES | ||||||||
| 2 E 8TH STREET | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $103 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL | $100 | |
| 112 EDUCATION FOUNDATION | ||||||||
| 1936 GREEN BAY RD | HIGHLAND PARK | IL | 600353112 | NONE | PC | GENERAL | $52 | |
| SWIM ACROSS AMERICA INC | ||||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL | $52 | |
| 1 IN 7B FOUNDATION | ||||||||
| 162 WALNUT RUN RD | LANDENBERG | PA | 19350 | NONE | PC | GENERAL | $52 | |
| PETS ARE WONDERFUL SUPPORT INCPAWS NY | ||||||||
| 134 W 29TH STREET SUITE 802 | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $50 | |
| NORTH BARRINGTON ELEMENTARY | ||||||||
| 24175 N GRANDVIEW DR | NORTH BARRINGTON | IL | 60010 | NONE | GOV | EDUCATION | $50 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 SOUTH HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $200,000 | |
| THE CHICAGO COMMUNITY TRUST | ||||||||
| 33 S STATE STREET SUITE 750 225 N | CHICAGO | IL | 60603 | NONE | PC | GENERAL | $500,000 | MICHIGAN 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,654,578 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILDREN FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | ||||||||
| 42 WEST MADISON STREET | CHICAGO | IL | 60602 | NONE | PC | EDUCATION | $3,101 | |
| CULINARY CARE | ||||||||
| 1 EAST ERIE ST | CHICAGO | IL | 60611 | NONE | PC | GENERAL | $1,609 | |
| OPPORTUNITY KNOCKS | ||||||||
| 8020 MADISON STREET | RIVER FOREST | IL | 60305 | NONE | PC | GENERAL | $51 | |
| URBAN INITIATIVES INC | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 606611035 | NONE | PC | GENERAL | $1,600,000 | |
| UCAN | ||||||||
| 3605 W FILLMORE | CHICAGO | IL | 60624 | NONE | PC | GENERAL | $100,000 | |
| TFK CHICAGO VOYAGERS | ||||||||
| 318 N ELMWOOD LN | PALATINE | IL | 60067 | NONE | PC | GENERAL | $120,000 | |
| SCHOOLHOUSE WORLD INC | ||||||||
| 3790 EL CAMINO REAL UNIT 544 | PALO ALTO | CA | 943063314 | NONE | PC | GENERAL | $1,000,000 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | EDUCATION | $965,666 | |
| PLAYWORKS | ||||||||
| 1423 BROADWAY PMB 161 1423 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $50,000 | PMB 161 |
| ONWARD NEIGHBORHOOD HOUSE | ||||||||
| 5413 W DIVERSEY AVE | CHICAGO | IL | 60639 | NONE | PC | GENERAL | $120,000 | |
| NEW LIFE CENTERS OF CHICAGOLAND NFP | ||||||||
| 4101 W 51ST ST | CHICAGO | IL | 606324287 | NONE | PC | GENERAL | $840,000 | |
| MODERN CLASSROOMS PROJECT INC | ||||||||
| 15 14TH ST SE | WASHINGTON | DC | 200031512 | NONE | PC | EDUCATION | $35,000 | |
| MIKVA CHALLENGE GRANT FOUNDATION INC | ||||||||
| 200 S MICHIGAN AVE STE 1000 | CHICAGO | IL | 606044406 | NONE | PC | EDUCATION | $120,000 | |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||||
| PO BOX 14699 | CHICAGO | IL | 606148521 | NONE | PC | GENERAL | $120,000 | |
| HEALTHY SCHOOLS CAMPAIGN | ||||||||
| 2545 W DIVERSEY AVE STE 214 | CHICAGO | IL | 60647 | NONE | PC | GENERAL | $700,000 | |
| GRAY MATTER EXPERIENCE | ||||||||
| 1011 WEST 19TH STREET 3R | CHICAGO | IL | 60608 | NONE | PC | GENERAL | $75,000 | |
| ERIE NEIGHBORHOOD HOUSE | ||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 606225646 | NONE | PC | GENERAL | $120,000 | |
| CONCORDIA PLACE | ||||||||
| 3300 N WHIPPLE ST | CHICAGO | IL | 606185718 | NONE | PC | GENERAL | $150,000 | |
| COMIC RELIEF USA | ||||||||
| 28 LIBERTY ST 35TH FL | NEW YORK | NY | 10005 | NONE | PC | GENERAL | $200,000 | |
| CHRISTOPHER HOUSE | ||||||||
| 1611 W DIVISION ST APT 207 | CHICAGO | IL | 606221201 | NONE | PC | GENERAL | $200,000 | |
| CHILDREN FIRST FUND THE CHICAGO PUBLIC SCHOOL FOUNDATION | ||||||||
| 42 WEST MADISON STREET | CHICAGO | IL | 60602 | NONE | PC | EDUCATION | $100,000 | |
| CHICAGO RUN | ||||||||
| 3611 N KEDZIE | CHICAGO | IL | 60618 | NONE | PC | GENERAL | $150,000 | |
| CHICAGO PUBLIC EDUCATION FUND | ||||||||
| 200 W ADAMS STREET SUITE 1175 | CHICAGO | IL | 606065208 | NONE | PC | EDUCATION | $2,500,000 | |
| CATALYST SCHOOLS | ||||||||
| 6727 S CALIFORNIA AVE | CHICAGO | IL | 606291816 | NONE | PC | EDUCATION | $50,000 | |
| ADVANCE ILLINOIS NFP | ||||||||
| 303 E WACKER DR SUITE 1925 | CHICAGO | IL | 606010010 | NONE | PC | EDUCATION | $140,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 SOUTH HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | GENERAL | $200,000 | |
| THE CHICAGO COMMUNITY TRUST | ||||||||
| 33 S STATE STREET SUITE 750 225 N | CHICAGO | IL | 60603 | NONE | PC | GENERAL | $500,000 | MICHIGAN 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,160,427 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $904,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $964,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $964,020 | 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 |
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 | IMC CHICAGO LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,380,359 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNDO DE TALENTOS | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CALLE GUADALUPE VICTORIA 13 | AddressLine1Txt |
| Address Line2 | INTERIOR 5 BARRIO LA | AddressLine2Txt |
| City | SAN CRISTOBAL DE LAS CASAS | CityNm |
| Province Or State | CHIAPAS | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Foreign Postal | CP 29260 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-11-01 | GrantDt |
| Grant | $75,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT CAREER AWARENESS PROGRAMMING FOR CHILDREN IN CHIAPAS, MEXICO | PurposeOfGrantTxt |
| Expended By Grantee | $75,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 04/29/2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | N/A | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (62 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INCOME FUND OF BOSTON (ICE BOFA MERRILL LYNCH US HIGH YIELD MAST | $1,702,272 | $1,582,598 |
| THE BANK OF NEW YORK MELLON CO MTN 2.2% 08/16/2023 USD SR LIEN NEXT CALL DT | $74,870 | $73,838 |
| TRANSCANADA PIPELINES LIMITED 3.75% 10/16/2023 USD SR LIEN NEXT CALL DT. 07 | $182,599 | $173,196 |
| STRYKER CORP 0.6% 12/01/2023 USD SR LIEN S&P BBB+ /MOODY'S BAA1 | $109,904 | $105,643 |
| CANADIAN NATL RESOURCES 3.8% 04/15/2024 USD SR LIEN NEXT CALL DT. 01 15 24 | $70,220 | $63,719 |
| TARGET CORPORATION 3.5% 07/01/2024 USD SR LIEN S&P A /MOODY'S A2 | $205,554 | $195,968 |
| AIR LEASE CORP 4.25% 09/15/2024 USD SR LIEN NEXT CALL DT. 06 15 24 S&P BBB | $104,009 | $97,884 |
| NORTHROP GRUMMAN CORPORATION 2.93% 01/15/2025 USD SR LIEN NEXT CALL DT. 11 | $148,815 | $143,960 |
| BANK OF AMERICA CORPORATION MTN 4.0% 01/22/2025 USD SUB LIEN S&P BBB+ /MOOD | $131,990 | $117,518 |
| ORACLE CORPORATION 2.95% 05/15/2025 USD SR LIEN NEXT CALL DT. 02 15 25 S&P | $133,744 | $118,660 |
| XCEL ENERGY INC 3.3% 06/01/2025 USD SR LIEN NEXT CALL DT. 12 01 24 S&P BBB+ | $135,230 | $120,090 |
| REYNOLDS AMERICAN INC 4.45% 06/12/2025 USD SR LIEN NEXT CALL DT. 03 12 25 S | $139,191 | $122,354 |
| CATERPILLAR FINL SERVICE MTN 0.8% 11/13/2025 USD SR LIEN S&P A /MOODY'S A2 | $139,822 | $125,693 |
| CITIGROUP INC. 3.7% 01/12/2026 USD SR LIEN SETUP 21701141 S&P BBB+ /MOODY'S | $74,900 | $72,211 |
| CBS CORPORATION 4.0% 01/15/2026 USD SR LIEN NEXT CALL DT. 10 15 25 S&P BBB | $75,938 | $71,921 |
| TYCO ELECTRONICS GROUP S 3.7% 02/15/2026 USD SR LIEN NEXT CALL DT. 11 15 25 | $49,879 | $48,158 |
| COMCAST CORP 3.15% 03/01/2026 USD SR LIEN NEXT CALL DT. 12 01 25 S&P A- /MO | $154,292 | $142,974 |
| BERKSHIRE HATHAWAY INC. 3.125% 03/15/2026 USD SR LIEN NEXT CALL DT. 12 15 2 | $74,930 | $71,950 |
| JPMORGAN CHASE & CO 3.3% 04/01/2026 USD SR LIEN NEXT CALL DT. 01 01 26 S&P | $174,792 | $166,061 |
| DELL INT LLC / EMC CORP 6.02% 06/15/2026 USD SR LIEN NEXT CALL DT. 03 15 26 | $131,701 | $127,798 |
| UNILEVER CAPITAL CORPORATION 2.0% 07/28/2026 USD SR LIEN S&P A+ /MOODY'S A1 | $98,417 | $91,246 |
| PUBLIC SERVICE ELECTRIC MTN 2.25% 09/15/2026 USD SR LIEN NEXT CALL DT. 06 1 | $187,346 | $181,866 |
| BANCO SANTANDER, S.A. 4.25% 04/11/2027 USD SR LIEN S&P A- /MOODY'S BAA1 | $224,884 | $190,054 |
| WELLS FARGO & COMPANY HYBRID MTN 06/17/2027 USD SR LIEN CPN 06/17/19 3.196% | $148,423 | $125,180 |
| REALTY INCOME CORP 3.95% 08/15/2027 USD SR LIEN NEXT CALL DT. 05 15 27 S&P | $105,633 | $90,709 |
| CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN 01/10/17 3.887% NEXT CALL | $62,858 | $51,488 |
| BANK OF AMERICA CORP HYBRID MTN 01/20/2028 USD SR LIEN CPN 01/20/17 3.824% | $158,829 | $130,773 |
| CSX CORP 3.8% 03/01/2028 USD SR LIEN NEXT CALL DT. 12 01 27 S&P BBB+ /MOODY | $106,442 | $90,787 |
| FIFTH THIRD BANCORP 3.95% 03/14/2028 USD SR LIEN NEXT CALL DT. 02 14 28 S&P | $92,117 | $85,324 |
| JPMORGAN CHASE & CO. HYBRID 05/01/2028 USD SR LIEN CPN 04/25/17 3.54% NEXT | $104,257 | $87,879 |
| DIGITAL REALTY TRUST, INC. 4.45% 07/15/2028 USD SR LIEN NEXT CALL DT. 04 15 | $132,214 | $119,369 |
| BANK OF MONTREAL HYBRID 10/05/2028 USD SUB LIEN CPN 10/05/18 4.338% NEXT CA | $244,411 | $220,518 |
| SANTANDER UK GROUP HOLDINGS PL HYBRID 11/03/2028 USD SR LIEN CPN 11/03/17 3 | $322,144 | $302,595 |
| EMERSON ELECTRIC CO. 2.0% 12/21/2028 USD SR LIEN NEXT CALL DT. 10 21 28 S&P | $204,295 | $188,162 |
| MPLX LP 4.8% 02/15/2029 USD SR LIEN NEXT CALL DT. 11 15 28 S&P BBB /MOODY'S | $111,971 | $99,773 |
| HOME DEPOT, INC (THE) 2.95% 06/15/2029 USD SR LIEN NEXT CALL DT. 03 15 29 S | $142,155 | $131,559 |
| WALT DISNEY COMPANY (THE) 2.0% 09/01/2029 USD SR LIEN NEXT CALL DT. 06 01 2 | $163,230 | $149,650 |
| PRUDENTIAL FINANCIAL INC MTN 2.1% 03/10/2030 USD SR LIEN NEXT CALL DT. 12 1 | $174,561 | $145,437 |
| NORTHERN TRUST CORPORATION 1.95% 05/01/2030 USD SR LIEN NEXT CALL DT. 02 01 | $109,817 | $110,420 |
| GLOBAL PAYMENTS INC 2.9% 05/15/2030 USD SR LIEN NEXT CALL DT. 02 15 30 S&P | $114,624 | $94,581 |
| AUTONATION INC 4.75% 06/01/2030 USD SR LIEN NEXT CALL DT. 03 01 30 S&P BBB- | $57,445 | $56,363 |
| GENERAL MOTORS FINANCIAL COMPA 3.6% 06/21/2030 USD SR LIEN NEXT CALL DT. 03 | $125,080 | $110,603 |
| NETAPP, INC. 2.7% 06/22/2030 USD SR LIEN NEXT CALL DT. 03 22 30 S&P BBB+ /M | $150,867 | $123,506 |
| BRISTOL-MYERS SQUIBB CO 1.45% 11/13/2030 USD SR LIEN NEXT CALL DT. 08 13 30 | $214,641 | $170,130 |
| VERIZON COMMUNICATIONS, INC. 1.75% 01/20/2031 USD SR LIEN NEXT CALL DT. 10 | $129,409 | $101,186 |
| CITIGROUP INC. HYBRID 01/29/2031 USD SR LIEN CPN 01/29/20 2.666% NEXT CALL | $30,000 | $24,675 |
| KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN NEXT CALL DT. 11 15 30 S&P BB | $90,341 | $73,810 |
| SPIRIT REALTY LP 3.2% 02/15/2031 USD SR LIEN NEXT CALL DT. 11 15 30 S&P BBB | $103,952 | $84,058 |
| WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN NEXT CALL DT. 12 15 30 S&P | $49,882 | $39,208 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID 07/10/2031 USD SR LIEN CPN 07/10/20 2.2 | $200,000 | $156,590 |
| AT&T INC. 2.25% 02/01/2032 USD SR LIEN NEXT CALL DT. 11 01 31 S&P BBB /MOOD | $114,792 | $90,476 |
| MORGAN STANLEY HYBRID MTN 02/13/2032 USD SR LIEN CPN 11/13/20 1.794% NEXT C | $120,000 | $90,486 |
| NXP BV/NXP FDG/NXP USA 2.65% 02/15/2032 USD SER WI SR LIEN NEXT CALL DT. 11 | $73,605 | $73,822 |
| ING GROEP N.V. HYBRID 04/01/2032 USD SR LIEN CPN 04/01/21 2.727% NEXT CALL | $184,245 | $160,659 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD SUB LIEN CPN 07/29/21 | $149,297 | $124,852 |
| HSBC HOLDINGS PLC HYBRID 11/22/2032 USD SR LIEN CPN 11/22/21 2.871% NEXT CA | $156,517 | $154,268 |
| DOMINION RESOURCES, INC. 5.25% 08/01/2033 SER F SR LIEN S&P BBB /MOODY'S BA | $114,753 | $100,439 |
| FEDEX CORPORATION 4.9% 01/15/2034 USD SR LIEN S&P BBB /MOODY'S BAA2 | $184,216 | $168,892 |
| KINDER MORGAN ENERGY PRTNRS LP 5.8% 03/15/2035 SR LIEN S&P BBB /MOODY'S BAA | $89,843 | $89,238 |
| THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USD SER WI SR LIEN S&P BBB /MOOD | $90,056 | $88,867 |
| QUALCOMM INC. 4.65% 05/20/2035 USD SR LIEN NEXT CALL DT. 11 20 34 S&P A /MO | $90,323 | $90,683 |
| SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN NEXT CALL DT. 03 01 31 | $89,056 | $69,104 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND K SHARES (BDBKX) | $611,036 | $618,001 |
| ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) | $3,108,806 | $4,063,011 |
| RUSSELL 3000 VALUE INDEX FUND (ISHARES) - CORE S&P U.S. VALUE ETF (IUSV) | $265,973 | $333,303 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,220,812 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,119,596 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS TACTICAL TILT OVERLAY FUND CLASS P (GSLPX) [ICE BOFAMERICA MERRILL 3 MONT | AT COST | $1,374,060 | $1,427,846 |
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES (BTMKX) | AT COST | $4,047,102 | $4,002,995 |
| T. ROWE PRICE EMERGING MARKETS EQUITY FUND - MUTUAL FUND CLASS I SHARES (IEM | AT COST | $598,456 | $567,559 |
| IMPRINT THEMATIC OPPORTUNITIES OFFSHORE SCSP | AT COST | $138,934 | $146,018 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE- BENEFIT CHICAGO | Desc |
| BOY Book Value | $1,125,809 | BOYBookValueAmt |
| EOY Book Value | $1,159,070 | EOYBookValueAmt |
| EOYFMV | $1,159,070 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $40,770 | $0 | $40,770 |
| OTHER INVESTMENTS EXPENSE | $75 | $0 | $0 |
| DIRECT CHARITABLE ACTIVITIES | $38,440 | $0 | $38,440 |
| SUBSCRIPTIONS | $51,991 | $0 | $51,991 |
| OTHER EXPENSE | $124,387 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $373,294 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $102,358 | $102,358 | $0 |
| TAX PREPARATION FEES | $21,498 | $0 | $21,498 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON QUALIFIED DIVIDEND | $14,130 | $14,130 | $0 |
| ESTIMATED TAX PAID | $29,000 | $0 | $0 |
| IL AG FEE | $130 | $0 | $30 |