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LANDAU FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LANDAU FAMILY FOUNDATION (EIN 36-6089098)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-04-04
IRS object ID
202630949349100608
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-04T11:46:10-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1123 NORTH WACKER DRIVE SUITE 1400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366089098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LANDAU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANDBusinessNameControlTxt
Phone7732717639PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 577880AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606147880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAY BERKSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7732717639PhoneNum
Signature2026-04-02SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY FULLERPreparerPersonNm
PTINP00776287PTIN
Phone3127268353PhoneNum
Preparation2026-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,112,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$266,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$266,116DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$464,813NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,178,871GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$464,813CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$730,929TotalRevAndExpnssAmt
Total Net Invst Incm$730,929TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,344AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$34,344AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$146,923OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$94,423OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$52,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,705TaxesRevAndExpnssAmt
Taxes Net Invst Incm$705TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,385OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,285OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$184,357TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$95,228TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$88,129TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$445,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$445,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$629,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$95,228TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$533,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,572ExcessRevenueOverExpensesAmt
Net Investment Income$635,701NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89,127CashBOYAmt
Cash EOY$44,898CashEOYAmt
Cash EOYFMV$44,898CashEOYFMVAmt
Sav And Temp Cash Invst BOY$305,300SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$416,261SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$416,261SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,504,369USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,498,615USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,507,234USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,199,033CorporateStockBOYAmt
Corporate Stock EOY$4,322,575CorporateStockEOYAmt
Corporate Stock EOYFMV$10,970,760CorporateStockEOYFMVAmt
Corporate Bonds BOY$307,500CorporateBondsBOYAmt
Corporate Bonds EOY$174,552CorporateBondsEOYAmt
Corporate Bonds EOYFMV$173,447CorporateBondsEOYFMVAmt
Total Assets BOY$6,405,329TotalAssetsBOYAmt
Total Assets EOY$6,456,901TotalAssetsEOYAmt
Total Assets EOYFMV$13,112,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,405,329RetainedEarningBOYAmt
Retained Earning EOY$6,456,901RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,405,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,456,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,405,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,456,901TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,405,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,572ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,506,901SubtotalAmt
Other Decreases$50,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,456,901TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,178,871GrossSalesPriceAmt
Cost Or Other Basis$1,714,058CostOrOtherBasisAmt
Gain Or Loss$464,813GainOrLossAmt
Gains Minus Excess Or Losses$464,813GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$464,813CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,836InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,836SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,836TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,592EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,592TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,244TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITRIN COOPERMAN ADVISORS LLCIndividualWithBooksNm
Phone3127268353PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1123 N WACKER DRIVE 1400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAY BERKSON
PO BOX 577880CHICAGOIL606577880PRESIDENT/DIRECTOR1.00$0$0$0
KENNETH J LANDAU
PO BOX 577880CHICAGOIL606577880SECRETARY/DIRECTOR1.00$0$0$0
SIDNEY HOLLANDER
PO BOX 577880CHICAGOIL606577880TREASURER/DIRECTOR1.00$0$0$0
DANIEL BERKSON
PO BOX 577880CHICAGOIL606577880DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBERGER BERMANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 145443AddressLine1Txt
CityCINCINATTICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45250ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL SERVICESServiceTypeTxt
Compensation$56,013CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,291,960AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$394,046AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,686,006TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,686,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$190,290CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,495,716NetVlNoncharitableAssetsAmt
Minimum Investment Return$624,786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$624,786MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,836TaxBasedOnInvestmentIncomeAmt
Total Tax$8,836TotalTaxAmt
Distributable Before Adj$615,950DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$615,950DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$615,950DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$533,129ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$533,129QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$615,950DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,988ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$79,094ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,748ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,830TotalExcessDistributionCyovAmt
Qualifying Distributions$533,129QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$533,129AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$82,821ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$82,821ExcessDistributionCyovAppCYAmt
Total Corpus$66,009TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$66,009ExcessDistriCyovToNextYrAmt
Excess From Year2$37,261ExcessFromYear2Amt
Excess From Year1$28,748ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLANDAU FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 577880AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606577880ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7732717639RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsNO FORMAL FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS EXCEPT APPLYING ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALBANY PARK THEATER PROJECT
3320 W FOSTER AVENUE PMB 120CHICAGOIL60625N/APCGENERAL SUPPORT$15,000
AMERICANS FOR PEACE NOW
1320 19TH STREET NW SUITE 400WASHINGTONDC200361635N/APCGENERAL SUPPORT$25,000
ARISE CHICAGO
1700 W HUBBARD STREET 2ECHICAGOIL60622N/APCGENERAL SUPPORT$35,000
AVODAH
195 MONTAGUE STREET 14TH FLOOR -NEW YORKNY100385041N/APCGENERAL SUPPORT$10,000WEWORK OFFICE 1249
BLACK ALLIANCE FOR JUST IMMIGRATION
1368 FULTON STREET 311BROOKLYNNY11216N/APCGENERAL SUPPORT$15,000
CHANGING WORLDS
231 S LASALLE STREET SUITE 2100CHICAGOIL60604N/APCGENERAL SUPPORT$35,000
CHICAGO COALITION TO END HOMELESSNESS
70 E LAKE STREET SUITE 720CHICAGOIL60601N/APCGENERAL SUPPORT$20,000
CHICAGO RELIGIOUS LEADERSHIP NETWORK
5655 S UNIVERSITY AVENUECHICAGOIL60637N/APCGENERAL SUPPORT$20,000
GICHIGAMLIIN INDIGENOUS NATIONS MUSEUM
3001 CENTRAL STREETEVANSTONIL60201N/APCGENERAL SUPPORT$15,000
IL COALITION FOR IMMIGRANT & REFUGEE RIGHTS
228 S WABASH SUITE 800CHICAGOIL60604N/APCGENERAL SUPPORT$30,000
IL COMMUNITY FOR DISPLACED IMMIGRANTS
303 EAST WACKER DRIVE SUITE 2108CHICAGOIL60601N/APCGENERAL SUPPORT$10,000
LATINO UNION OF CHICAGO
4811 N CENTRAL PARK AVENUECHICAGOIL60625N/APCGENERAL SUPPORT$25,000
LATINOS PROGRESANDO
2724 W CERMAK ROADCHICAGOIL60608N/APCGENERAL SUPPORT$20,000
LIVING JAZZ
1528 WEBSTER STREET 2OAKLANDCA94612N/APCGENERAL SUPPORT$25,000
NATIONAL PUBLIC HOUSING MUSEUM
625 N KINGSBURY STREETCHICAGOIL60654N/APCGENERAL SUPPORT$25,000
ONE NORTHSIDE
4648 N RACINE AVENUECHICAGOIL60640N/APCGENERAL SUPPORT$15,000
PALENQUE LSNA
2840 N MILWAUKEE AVENUECHICAGOIL60618N/APCGENERAL SUPPORT$20,000
SILK ROAD RISING
150 N MICHIGAN AVEBUE SUITE 1970CHICAGOIL60601N/APCGENERAL SUPPORT$15,000
THE CHICAGO COMMUNITY FOUNDATION
33 S STATE STREET SUITE 750CHICAGOIL60603N/APCGENERAL SUPPORT$40,000
VOICE OF THE PEOPLE IN UPTOWN
4611 N SHERIDAN ROADCHICAGOIL60640N/APCGENERAL SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$445,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$266,116ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$464,813ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$730,929ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$730,929TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$34,344Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$34,344DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC NOTE CALL$103,439$100,195
BON SECOURS MMCY HEALTH INC SM$71,113$73,252

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$20,885$64,450
ABBVIE INC$21,323$68,310
ADVANCED MICRO DEVICES INC COM$114,641$217,530
ALPHABET INC - CL C$40,168$480,180
ALPHABET INC CAP STK CL A$92,300$613,145
AMAZON.COM INC$29,808$139,932
AMAZON.COM INC$217,725$479,267
AMERICAN EXPRESS CO$48,038$219,162
APOLLO GLOBAL MANAGEMENT INC$92,270$131,850
APPLE INC$27,061$278,850
APPLE INC$89,682$151,973
APPLIED MATERIALS INC COM$71,353$123,603
ARISTA NETWORKS INC COM$10,379$110,817
ASML HOLDING NV$26,616$318,000
ASTRAZENECA PLC SPONS ADR$33,192$92,720
AT&T INC COM$95,488$130,100
BECTON DICKINSON & CO COM$14,285$37,446
BERKSHIRE HATHAWAY INC COM$175,177$328,838
BK OF AMERICA CORP COM$50,007$91,205
CAPITAL ONE FINANCIAL CORP COM$70,491$71,198
CATERPILLAR INC$12,442$230,304
CENCORA INC COM$30,362$154,582
CHEVRON CORP$46,235$90,678
COLGATE-PALMOLIVE CO COM$66,281$77,094
COMPASS GROUP PLC SPON ADR$75,870$123,559
CORTEVA INC$12,201$33,735
COTERRA ENERGY INC COM$61,221$64,577
CSX CORP COM$46,417$76,731
DANAHER CORP$90,244$136,068
DAVITA INC COM$47,416$38,896
DRAFTKINGS INC COM$68,295$66,320
ECOLAB INC$25,690$137,580
ELI LILLY & CO$102,929$107,547
FISERV INC$62,361$34,239
GODADDY INC CL A$83,953$139,367
GRAINGER W W INC COM$7,721$67,353
HOME DEPOT INC$28,085$33,194
HONEYWELL INTERNATIONAL INC$48,015$57,657
HUNTINGTON BANCSHARES$59,649$81,500
INTERACTIVE BROKERS GROUP INC COM CL A$103,802$318,273
INTERCONTINENTAL EXCHANGE INC$31,058$235,950
INTUIT INC$7,911$89,405
INTUITIVE SURGICAL INC$100,716$114,696
JOHNSON & JOHNSON$21,762$206,920
JP MORGAN CHASE & CO$50,140$313,080
JPMORGAN CHASE & CO$17,553$96,742
KYNDRYL HLDGS INC COMMON STOCK$197,381$168,696
LINDE PLC$93,764$82,064
MASTERCARD INCORPORATED$25,203$211,954
MERCK & CO INC$21,034$52,415
META PLATFORMS INC$27,606$194,385
MICROSOFT CORP$120,698$440,349
MICROSOFT CORP COM$48,779$147,603
NETFLIX INC$93,118$107,580
NEXTERA ENERGY INC$72,252$86,290
NOVARTIS AG ADR$40,560$117,360
OTIS WORLDWIDE CORP$32,622$62,017
PALO ALTO NETWORKS INC$91,225$190,130
PEPSICO INC$149,343$148,740
PROCTER & GAMBLE CO$45,565$222,240
PROGRESSIVE CORP COM$7,868$105,243
ROCHE HOLDINGS ADR$26,437$69,401
RTX CORPORATION$17,511$174,910
SALESFORCE INC$44,590$69,162
SHERWIN-WILLIAMS CO$31,141$80,080
SHIFT4 PAYMENTS INC$57,993$44,268
SLB LIMITED$64,273$85,454
SOLSTICE ADVANCED MATERIALS INC$3,006$3,576
T.ROWE PRC SMALL-MID CAP ETF$67,682$71,900
TEXAS INSTRUMENTS INC COM$12,521$90,024
THE CIGNA GROUP COM$83,832$126,994
THERMO FISHER SCIENTIFIC INC$16,635$236,332
TJX COMPANIES INC$46,135$56,818
TRANE TECHNOLOGIES PLC COM$47,713$48,470
UNITED RENTALS INC$18,390$101,082
ZSCALER$68,480$100,600

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$342,256USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$339,529USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,156,359StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,167,705StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$50,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$100$100$0
POSTAGE EXPENSES$420$0$420
LICENSE FEES$10$0$10
MISCELLANEOUS EXPENSES$855$0$855

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$94,423$94,423$0
GENERAL GOVERNANCE AND COUNSEL$52,500$0$52,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$1,000$0$0
FOREIGN TAXES$705$705$0