VIVO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VIVO FOUNDATION (EIN 87-6329967)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349102408
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:39:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876329967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIVO | BusinessNameControlTxt |
| Phone | 8477027922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2460 DUNDEE RD UNIT 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW J MILLS | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8477027922 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | MILLS | 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 | BRITTNEY B SAKS | PreparerPersonNm |
| PTIN | P00965238 | PTIN |
| Phone | 3122982000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $191,179,147 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,791,139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,791,139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,125,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,125,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$124,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,749,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,792,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,916,784 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $278,613 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $278,613 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $54,265 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,265 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $115,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $115,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,208 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,058 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,482 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $627,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $470,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,002,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,002,558 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,629,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,473,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,837,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,757,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,917,644 | CashBOYAmt |
| Cash EOY | $84,500,260 | CashEOYAmt |
| Cash EOYFMV | $84,500,260 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,419,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,702,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,862,131 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,954,256 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,816,756 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $198,336,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,156,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,179,147 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $416 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $416 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $198,336,663 | CapitalStockBOYAmt |
| Capital Stock EOY | $191,156,313 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,336,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,156,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,336,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,156,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,336,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,837,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $192,499,051 | SubtotalAmt |
| Other Decreases | $1,342,738 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,156,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING - 8570 | P | 2022-04-12 | 2022-12-31 | $2,730,488 | $2,874,152 | -$143,664 | -$143,664 |
| BLACKSTONE 9967 | P | 2022-04-12 | 2022-12-31 | $18,970 | $18,970 | $18,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$124,694 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$124,694 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,337 | EsPenaltyAmt |
| Overpayment | $27,831 | OverpaymentAmt |
| Applied To ES Tax | $27,831 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.VIVOFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | JENNIFER BLOCKINGER | IndividualWithBooksNm |
| Phone | 8477027922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2460 DUNDEE RD UNIT 1247 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY MILLS | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | CO-TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANDREW J MILLS | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | CO-TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARA BOTMAN | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | EXECUTIVE DIRECTOR | 40.00 | $182,229 | $0 | $0 |
| HALLE LEGANZA | ||||||||
| 2460 DUNDEE RD UNIT 1247 | NORTHBROOK | IL | 60062 | GRANTS ASSOCIATE | 40.00 | $52,517 | $0 | $0 |
| 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 | JUDI ISRAEL ROSEN- COLCHESTER CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 196 EAGLE DRIVE | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $115,000 | 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,818,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,464,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,398,944 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,682,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,682,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,070,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,612,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,080,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,080,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,332 | TotalTaxAmt |
| Distributable Before Adj | $10,042,280 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,042,280 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,042,280 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,473,126 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,473,126 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,042,280 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,822,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,822,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,473,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,473,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,569,154 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,569,154 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $253,380 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $253,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $253,380 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY MILLS | ContributingManagerNm |
| Contributing Manager | ANDREW J MILLS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | ||||||||
| 2710 17TH ST | ZION | IL | 60099 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| ADVANCE ILLINOIS | ||||||||
| 303 E WACKER DRIVE SUITE 1925 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $80,000 | |
| ADVOCATE CHARITABLE FOUNDATION | ||||||||
| 3075 HIGHLAND PKWY 600 | DOWNERS GROVE | IL | 60515 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| AFTER SCHOOL MATTERS | ||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| ALL CHICAGO | ||||||||
| 651 W WASHINGTON BLVD 504 | CHICAGO | IL | 60661 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| AMY KROUSE ROSENTHAL FOUNDATION | ||||||||
| 111 W WASHINGTON STREET STE 1500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| ANN & BROTHER H LURIE CHILDRENS HOSPITAL | ||||||||
| 225 E CHICAGO AVE PR DPT BOX 269 | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| BOTTOM LINE CHICAGO | ||||||||
| 65 E WACKER PL | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| BOYS AND GIRLS CLUB OF CHICAGO | ||||||||
| 2102 W MONROE STREET | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| BOYS AND GIRLS CLUB OF LAKE COUNTY (BGCLC) | ||||||||
| 730 S MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| BRAVEN | ||||||||
| 100 N LA SALLE STREET SUITE 310 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| C247 FATHER'S ARMS MINISTRIES | ||||||||
| 1348 W HOWARD STREET UNIT 1 | CHICAGO | IL | 60626 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $10,000 | |
| CAROLE ROBERSON CENTER FOR LEARNING | ||||||||
| 1111 S WESTERN AVE SUITE B | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CARING FOR CAMBODIA | ||||||||
| 12400 W HYW 71 STE 350-193 | AUSTIN | TX | 78738 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| CHAMPS MALE MENTORING PROGRAM | ||||||||
| PO BOX 19584 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| CHICAGO COMMUNITY TRUST | ||||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CHICAGO FOUNDATION FOR WOMEN | ||||||||
| 140 S DEARBORN STE 400 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| CHICAGO PUBLIC EDUCATION FUND (CPEF) | ||||||||
| 200 W ADAMS ST SUITE 1175 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $175,000 | |
| CHICAGO SCHOLARS | ||||||||
| 247 S STATE STREET SUITE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| CHICAGO STATE FOUNDATION | ||||||||
| 9501 S KING DRIVE ADM 126 | CHICAGO | IL | 60628 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| CHILDREN FIRST FUND THE | ||||||||
| FBRK IMPACT HOUSE 200 W MADISON ST | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | 2ND FL |
| CHILDREN'S HOME AND AID | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| CODE NATION | ||||||||
| 300 WEST ADAMS SUITE 100 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| COFI | ||||||||
| 2245 S MICHIGAN AVENUE SUITE 200 | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| COLLEGE BOUND OPPORTUNITIES | ||||||||
| 2033 N MILWAUKEE AVENUE SUITE 246 | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| COMMUNITIES IN SCHOOLS | ||||||||
| 815 W VAN BUREN ST SUITE 300 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $200,000 | |
| COMMUNITY COOPERATIVE INC | ||||||||
| PO BOX 2143 | FORT MEYERS | FL | 33902 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| CONQUER CANCER FOUNDATION OF THE AMERICAN SOCIETY OF ONOCOLOGY | ||||||||
| PO BOX 1925 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| CORNERS CENTER FOR NEIGHBORHOOD ENGAGED RESEARCH & SCIENCE | ||||||||
| 2040 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| DYSTONIA MEDICAL RESEARCH FOUNDATION | ||||||||
| 1 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| EAST AFRICAN CHILDREN'S FUND | ||||||||
| 100 MAPLE PARK BLVD SUITE 130 | CLAIR SHORES | MI | 48081 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| EMBARC | ||||||||
| PO BOX 221450 | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| EVANSTON SCHOLARS | ||||||||
| 1234 SHERMAN AVE | EVANSTON | IL | 60202 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| FAMILY SERVICE | ||||||||
| 777 CENTRAL AVE | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| FOREFRONT ILLINOIS | ||||||||
| 200 W MADISON AVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $4,858 | |
| FOUNDATION FOR PRADER - WILLI REASEARCH | ||||||||
| 340 S LEMON AVE 3620 | WALNUT | CA | 91789 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| FRIENDS OF HIGHWOOD PUBLIC LIBRARY | ||||||||
| 102 HIGHWOOD AVENUE | HIGHWOOD | IL | 60040 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 1512 S PULASKI RD | CHICAGO | IL | 60623 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| GARY COMER YOUTH CENTER | ||||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $60,000 | |
| GENESYS WORKS | ||||||||
| 180 N WABASH SUITE 600 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| GLOBAL SMILE FOUNDATION | ||||||||
| 106 ACCESS ROAD SUITE 209 | NORWOOD | MA | 02062 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| HELPING HAND | ||||||||
| 9649 W 55TH ST | COUNTRYSIDE | IL | 60525 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| HIGH JUMP | ||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $127,000 | |
| HOPE CHICAGO | ||||||||
| 303 EAST WACKER DRIVE SUITE 2109 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| ILLINOIS ACTION FOR CHILDREN | ||||||||
| 4753 N BROADWAY SUITE 1200 | CHICAGO | IL | 60640 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $600,000 | |
| ILLINOIS HOLOCAUST MUSEUM | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $22,000 | |
| INGENUITY | ||||||||
| 440 N WELL ST STE 505 | CHICAGO | IL | 60654 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| INTRINSIC SCHOOLS | ||||||||
| 79 W MONROE STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| JIC COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 1146 S WAUKEGAN RD 245 | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $7,500 | |
| KIDS FIRST CHICAGO | ||||||||
| 21 S CLARK STREET 4301 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| LATINO POLICY FORUM | ||||||||
| 180 N MICHIGAN AVE STE 1250 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| LES TURNER ALS FOUNDATION | ||||||||
| 5550 TOUHY AVE | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| MIKVA CHALLENGE | ||||||||
| 200 S MICHIGAN AVE STE 1000 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $105,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| NATIONAL LOUIS UNIVERSITY | ||||||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NETWORK FOR COLLEGE SUCCESS | ||||||||
| 969 E 60TH STREET | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| NETWORK FOR YOUNG ADULT SUCCESS (UTMOSTU) | ||||||||
| 180 N STETSON AVE SUITE 600-1 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| NEW COVENANT DEVELOPMENT CORPORATION | ||||||||
| 2653 W OGDEN AVENUE | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| NEW LIFE CENTERS OF CHICAGOLAND | ||||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| NEW MOMS | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $105,000 | |
| NICASA BEHAVIORAL SERVICES | ||||||||
| 31979 N FISH LAKE ROAD | ROUND LAKE | IL | 60073 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| NOBLE | ||||||||
| 1 N STATE ST FLOOR 15 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $253,700 | |
| NORTH CHICAGO COMMUNITY PARTNERS | ||||||||
| 855 SKOKIE HIGHWAY SUITE D-E | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| NORTH CHICAGO PUBLIC EDUCATION FOUNDATION (NCPEF) | ||||||||
| 200 LEWIS AVENUE | NORTH CHICAGO | IL | 60064 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $30,000 | |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||||
| 1033 UNIVERSITY PLACE SUITE 450 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $110,000 | |
| ONE MILLION DEGREES | ||||||||
| 226 W JACKSON BLVD 528 CHICAGO IL | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | 60606 |
| ONEGOAL | ||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| ONWARD A LEGACY FOUNDATION | ||||||||
| 33 N CHESTNUT | CORTEZ | CO | 81321 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $5,000 | |
| PARTNERSHIP FOR COLLEGE COMPLETION | ||||||||
| 200 S MICHIGAN AVENUE SUITE 1410 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 17 N STATE STREET 500 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $35,000 | |
| POSSE | ||||||||
| 111 W JACKSON BLVD SUITE 1100 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| READING POWER INC | ||||||||
| 736 N WESTERN AVENUE SUITE 226 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $15,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON STREET SUITE 300 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| SKYART | ||||||||
| 3026 E 91ST STREET | CHICAGO | IL | 60617 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| START EARLY | ||||||||
| 33 W MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $150,000 | |
| SURGE INSTITUTE | ||||||||
| 935 W CHESTNUT STREET SUITE 515 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $50,000 | |
| TEACHERS SUPPORTING TEACHERS | ||||||||
| 1240 N ASHLAND AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| THE BLOC | ||||||||
| 1345 N KARLOV AVENUE | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $62,000 | |
| THE GRAY MATTER EXPERIENCE | ||||||||
| 20 N WACKER SUITE 1200 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| THE LAKE COUNTY HAVEN | ||||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| THRIVE | ||||||||
| 211 W WACKER DRIVE SUITE 1000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| TOTALLY POSITIVE PRODUCTIONS | ||||||||
| 7157 S PRINCETON AVENUE | CHICAGO | IL | 60621 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $1,000 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| UNITED WAY OF CHICAGO | ||||||||
| 333 S WABASH 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $25,000 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 SOUTH GREENLEAF STREET | GURNEE | IL | 60031 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $6,000 | |
| UNIVERSITY OF CHICAGO EDUCATION LAB | ||||||||
| 33 NORTH LASALLE STREET SUITE 1600 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $650,000 | |
| UNIVERSITY OF CHICAGO TO&THROUGH PROJECT | ||||||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $100,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1200 WEST HARRISON ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| VIEWING OUR CHILDREN AS EMERGING LEADERS (VOCEL) | ||||||||
| 1550 W CARROLL AVE SUITE 203 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $75,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $3,000 | |
| WATERKEEPER ALLIANCE | ||||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,000 | |
| WAUKEGAN TO COLLEGE | ||||||||
| 410 GRAND AVE UPPER LEVEL | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $40,000 | |
| WILLOW HOUSE | ||||||||
| 2231 LAKESIDE DR | BANNOCKBURN | IL | 60015 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $2,500 | |
| WORKING IN THE SCHOOLS (WITS) | ||||||||
| PO BOX 47350 | CHICAGO | IL | 60647 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| YOUTH ADVOCATE PROGRAMS INC | ||||||||
| 1111 E 87TH STREET SUITE 200 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $200,000 | |
| YOUTH GUIDANCE | ||||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $250,000 | |
| YWCA EVANSTON | ||||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | TO FURTHER THE MISSION OF THE DONEE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,002,558 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,791,139 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,125,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$124,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,792,090 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,792,090 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC. CL B | $2,419,019 | $6,892,177 |
| BLACKSTONE RE INCOME TRUST | $29,683,224 | $29,683,224 |
| HPS SHARES | $24,449,346 | $24,509,804 |
| KOVITZ | $23,150,624 | $19,776,926 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AKO GLOBAL LONG-ONLY FUND LIMITED | AT COST | $25,000,000 | $23,862,500 |
| BREGAL SAGEMOUNT IV A LP | AT COST | $133,113 | $133,113 |
| RGM VALUE OPPORTUNITY FUND II LP | AT COST | $997,986 | $997,986 |
| SRP CONTINUATION PARTNERS PARALLEL LP | AT COST | $823,157 | $823,157 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,265 | LegalFeesAmt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,265 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS WRITTEN IN 2021 NOT CASHED UNTIL 2022 | $30,000 |
| OTHER BOOK TAX DIFFERENCES | $880,957 |
| OTHER TIMING DIFFERENCES | $431,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $1,809 | $0 | $0 | $1,809 |
| INVESTMENT EXPENSES | $140,737 | $140,737 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $5,823 | $5,823 | $0 | $0 |
| FORIEGN TAXES | $1,351 | $1,351 | $0 | $0 |
| INSURANCE | $919 | $0 | $0 | $919 |
| TECHNOLOGY | $17,419 | $8,665 | $0 | $8,754 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $115,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $115,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $11,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,208 | DisbursementsCharitablePrpsAmt |