Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Renaissance Fund NFP
 
Number and street (or P.O. box number if mail is not delivered to street address)216 S Jefferson 301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60661
A Employer identification number

84-2952123
B Telephone number (see instructions)

(312) 238-9400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,571,363J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 884 884 884
4 Dividends and interest from securities... 163,467 163,467 163,467
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 219,866
b Gross sales price for all assets on line 6a 219,866
7 Capital gain net income (from Part IV, line 2)... 219,866
8 Net short-term capital gain......... 219,866
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 384,217 384,217 384,217
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 221,000 66,000   155,000
14 Other employee salaries and wages...... 25,000     25,000
15 Pension plans, employee benefits....... 102,211 21,622   85,089
16a Legal fees (attach schedule)......... Click to see attachment 1,590     2,467
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 34,447 30,550   3,897
17 Interest............... 7,771   7,771  
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,866     34,866
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,525    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 347     347
22 Printing and publications.......... 1,017     1,017
23 Other expenses (attach schedule)....... Click to see list of attachments 116,821     116,238
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 547,595 118,172 7,771 423,921
25 Contributions, gifts, grants paid....... 653,540 766,808
26 Total expenses and disbursements. Add lines 24 and 25 1,201,135 118,172 7,771 1,190,729
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -816,918
b Net investment income (if negative, enter -0-) 266,045
c Adjusted net income (if negative, enter -0-)... 376,446
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 40,445 12,974 12,974
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,436 1,525 1,525
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,062,196 Click to see attachment6,888,090 6,888,090
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet672,412
Less: accumulated depreciation (attach schedule) bullet3,638 361,508 Click to see attachment668,774 668,774
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,465,585 7,571,363 7,571,363
Liabilities 17 Accounts payable and accrued expenses.......... 6,747 35,054
18 Grants payable................. 732,200 508,932
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   Click to see attachment745,000
22 Other liabilities (describe bullet) Click to see attachment37,835 Click to see attachment7,381
23 Total liabilities (add lines 17 through 22)......... 776,782 1,296,367
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,688,803 6,274,996
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,688,803 6,274,996
30 Total liabilities and net assets/fund balances (see instructions). 7,465,585 7,571,363
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,688,803
2
Enter amount from Part I, line 27a .....................
2
-816,918
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
403,111
4
Add lines 1, 2, and 3 ..........................
4
6,274,996
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,274,996
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P 2021-01-01 2021-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 219,866     219,866
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       219,866
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 219,866
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 219,866
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,698
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,698
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 34,114
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,114
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 30,416
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,416 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.therenaissancefund.org
    14
    The books are in care ofbulletAnn M Karavitis Telephone no.bullet (708) 426-6986

    Located atbullet216 S Jefferson Ste 301ChicagoIL ZIP+4bullet60661
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Steven M Laduzinsky President
    40.00     		150,000 33,200  
    216 S JeffersonSte 301
    Chicago,IL60661
    Wesley A Stinich Vice President
    20.00     		40,000 16,699  
    216 S Jefferson Ste 301
    Chicago,IL60661
    Ann M Karavitis Treasurer
    20.00     		31,000 15,299  
    216 S Jefferson Ste 301
    Chicago,IL60661
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,886,939
    b
    Average of monthly cash balances.......................
    1b
    88,930
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,975,869
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,975,869
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    104,638
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,871,231
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    343,562
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    343,562
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,698
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,698
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    339,864
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    339,864
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    339,864
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 339,864
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 1,017,662
    f Total of lines 3a through e ........ 1,017,662
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,190,729
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 339,864
    e Remaining amount distributed out of corpus 850,865
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,868,527
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,868,527
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 1,017,662
    e Excess from 2021.... 850,865
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Renaissance Fund NFP
    216 S Jefferson Suite 301
    Chicago,IL60661
    (312) 238-9400
    bThe form in which applications should be submitted and information and materials they should include:
    Churches and/or other organizations in the Greek American or Orthodox Christian communities in the United States must submit a grant proposal which must include: I Name and address of the organization II Confirmation of 501C3 tax exempt status, or in the case of a church, confirmation of the hierarchial affiliation with a church that has confirmed 501C3 status III An organization summary with a short statement of the purpose, size, and history of the organization IV A detailed budget that identifies the projected income and expense of the organization V A proposal that describes the program. All grant proposals must be signed by two the following: The Executive Director, The Chief Executive Officer, and/or The Board Chairman of the organization. The organization must further certify that it has tax exempt status under Section 501C3 of the Internal Revenue Code and that it is not classified as a Private Foundation as defined in Section 509A of the Internal Revenue Code. Grant proposal r
    cAny submission deadlines:
    Grants:7/1, Donations:On a rolling basis, Scholarships:4/1.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Organizations and grant projects must align with the foundation's charitable purpose.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Hellenic Bar Association Foundation
    1 East Wacker Drive Suite 2200
    Chicago,IL60601     		None PC 2021-2022 Scholarship Program Matching Donation 10,000
    St Iakovos Retreat Center
    920 224th Ave
    Kansasville,WI53139     		None PC Creating Charitable Vision Challenge Grant Year 2 160,000
    St Michael's Orthodox Church
    7313 Waukegan Road
    Niles,IL60714     		None PC Endowment Fund Donation 10,000
    St Michael's Orthodox Church
    7313 Waukegan Road
    Niles,IL60714     		None PC Hierarch Enthronement Donation 13,943
    Orthodox Christian Fellowship
    50 Goddard Avenue
    Brookline,MA02445     		None PC Educational Enhancement Fellowship 2021 8,062
    Metropolis of Chicago Archons
    8 E 79th Street
    New York,NY10075     		None PC Patriarchate Awareness Events 2 year Matching Grant 2021 payment 10,000
    St Nectarios Greek Orthodox Church
    133 South Roselle Road
    Palatine,IL60067     		None PC Project 21st Century Grant 2021 25,000
    Illinois Wesleyan University
    PO Box 2900
    Bloomington,IL61702     		None PC Scholarship 5,000
    Marquette University
    PO Box 1881
    Milwaukee,WI53201     		None PC Scholarship 2,500
    University of Notre Dame
    115 Main Building
    Notre Dame,IN46556     		None PC Scholarship 2,500
    University of California - Berkeley
    120 Sproul Hall
    Berkeley,CA94720     		None PC Scholarship 2,500
    Georgetown University
    3700 O Street NW
    Washington,DC20057     		None PC Scholarship 2,500
    Norwich University
    158 Harmon Drive
    Northfield,VT05663     		None PC Scholarship 2,500
    University of CA Irvine School of L
    120 Aldrich Hall
    Irvine,CA92697     		None PC Scholarship 2,500
    University of Southern California
    700 Childs Way JHH 325
    Los Angeles,CA90089     		None PC Scholarship 2,500
    Hellenic College
    50 Goddard Avenue
    Brookline,MA02445     		None PC Scholarship 5,000
    PanHellenic Scholarship Foundation
    8501 West Higgins Road Ste 210
    Chicago,IL60631     		None PC Scholarship 50 Society Grant (2021 payment) 20,000
    American Carpatho-Russian Orthodox
    312 Garfield Street
    Johnstown,PA15906     		None PC Donation to Distinguished Diocesan Donor Fund 10,000
    Purdue University
    610 Purdue Mall
    West Lafayette,IN47907     		None PC Scholarship 5,206
    Geneva College
    3200 College Avenue
    Beaver Falls,PA15010     		None PC Scholarship 2,500
    Illinois Wesleyan University
    PO Box 2900
    Bloomington,IL61702     		None PC Scholarship 5,000
    University of Cincinnati
    PO Box 210140
    Cincinnati,OH45221     		None PC Scholarship 2,500
    Marquette University
    PO Box 1881
    Milwaukee,WI53201     		None PC Scholarship 2,500
    Indiana University of Pennsylvania
    1090 South Drive
    Indiana,PA15705     		None PC Scholarship 2,500
    Carthage College
    2001 Alford Park Drive
    Kenosha,WI53140     		None PC Scholarship 2,500
    St Vladimir's Orth Theological Semi
    575 Scarsdale Road
    Yonkers,NY10707     		None PC Scholarship 2,500
    The University of Arizona
    PO Box 28820
    Tucson,AZ85726     		None PC Scholarship 2,500
    UC San Diego School of Medicine
    9500 Gilman Drive Mail Code 0606
    La Jolla,CA92093     		None PC Scholarship 2,500
    Norwich University
    158 Harmon Drive
    Northfield,VT05663     		None PC Scholarship 2,500
    Duquesne University
    600 Forbes Ave
    Pittsburgh,PA15282     		None PC Scholarship 2,500
    Hellenic College
    50 Goddard Ave
    Brookline,MA02445     		None PC Scholarship 2,500
    PanHellenic Scholarship Foundation
    8501 West Higgins Road Ste 310
    Chicago,IL60631     		None PC Scholarship 50 Society Grant 2021 Additional Award 10,000
    American Carpatho-Russian Orthodox
    312 Garfield Street
    Johnstown,PA15906     		None PC Donation to Distinguished Diocesan Donor Fund 10,000
    Christ the Saviour Orthodox Church
    1802 Perhshing Ave
    Rockford,IL61108     		None PC Purchase of Vehicle 42,000
    Greek Orthodox Metropolis of Chicag
    555 E Butterfield Suite 201
    Lombard,IL60148     		None PC Deacon Relocation Donation 18,220
    Greek Orthodox Metropolis of Chicag
    555 E Butterfield Suite 201
    Lombard,IL60148     		None PC Hierarch Enthronement Donation 48,555
    Orthodox Christian Mission Center
    2200 Mason Manatee Way
    St Augustine,FL32086     		None PC Missionary Work Donation 2,500
    Greek Orth Met of Chgo Ladies Philo
    555 E Butterfield Suite 201
    Lombard,IL60148     		None PC 2021 Luncheon Donation "The Essence of Philoptochos" 1,000
    Faithtree Resources
    PO Box 803114
    Santa Clarita,CA91380     		None PC Why Liturgy Matters Donation 10,000
    St Demetrios Greek Orthodox Church
    2727 West Winona Street
    Chicago,IL60625     		None PC Mural Restoration Donation 5,000
    Camp Nazareth
    339 Pew Road
    Mercer,PA16137     		None PC 2021 Camper Scholarships 10,000
    American Carpatho-Russian Orthodox
    312 Garfield Street
    Johnstown,PA15906     		None PC Priest Pension Fund Donation 10,000
    Orthodox Christian Mission Center
    220 Mason Manatee Way
    St Augustine,FL32086     		None PC OCMC Trek Missions Donation 500
    Comer Children's Hospital
    5721 S Maryland Ave
    Chicago,IL60637     		None PC Race for Research Matching Donation 10,000
    St John the Baptist Orthodox Church
    211 West Grand Avenue
    Rathway,NJ07065     		None PC Hurricane Ida Damage Donation 1,000
    Holy Ghost Orthodox Church
    249 South 7th Avenue
    Manville,NJ08835     		None PC Hurricane Ida Damage Donation 1,000
    Hippocratic Cancer Research Foundat
    676 N St Clair Ste 1200
    Chicago,IL60611     		None PC Wings to Cure Gala Donation 1,000
    Ancient Faith Ministries
    PO Box 748
    Chesterton,IN46304     		None PC Giving Tuesday Campaign Donation 5,000
    Orthodox Christian Fellowship
    50 Goddard Ave
    Brookline,MA02445     		None PC Giving Tuesday Campaign Donation 5,000
    American Carpatho-Russian Orthodox
    312 Garfield Street
    Johnstown,PA15906     		None PC 2021 College Conference Donation 3,400
    Greek Orthodox Metropolis of Chicag
    555 E Butterfield Suite 201
    Lombard,IL60148     		None PC Ministry Related Donation 224,500
    Orthodox Christian Alumni in Action
    810 W Oregon St
    Urbana,IL61801     		None PC Professional and Loan related fees for purchase of NIKA House at University of IL campus 5,922
    St Michael's Orthodox Church
    7313 Waukegan Road
    Niles,IL60714     		None PC Endowment Fund Donation 10,000
    Total .................................bullet 3a 766,808
    bApproved for future payment
    Geneva College
    3200 College Avenue
    Beaver Falls,PA15010     		None PC Scholarship 2,500
    Illinois Wesleyan University
    PO Box 2900
    Bloomington,IL61702     		None PC Scholarship 5,000
    University of Cincinnati
    PO Box 210140
    Cincinnati,OH45221     		None PC Scholarship 2,500
    Marquette University
    PO Box 1881
    Milwaukee,WI53201     		None PC Scholarship 2,500
    Indiana University of Pennsylvania
    1090 South Drive
    Indiana,PA15705     		None PC Scholarship 2,500
    Carthage College
    2001 Alford Park Drive
    Kenosha,WI53140     		None PC Scholarship 2,500
    St Vladimir's Orth Theological Semi
    575 Scarsdale Road
    Yonkers,NY10707     		None PC Scholarship 2,500
    The University of Arizona
    PO Box 28820
    Tucson,AZ85726     		None PC Scholarship 2,500
    UC San Diego School of Medicine
    9500 Gilman Drive Mail Code 0606
    La Jolla,CA92093     		None PC Scholarship 2,500
    Norwich University
    158 Harmon Drive
    Northfield,VT05663     		None PC Scholarship 2,500
    Duquesne University
    600 Forbes Ave
    Pittsburgh,PA15282     		None PC Scholarship 2,500
    Hellenic College
    50 Goddard Ave
    Brookline,MA02445     		None PC Scholarship 2,500
    Int'l Orthodox Christian Charities
    110 West Road Suite 360
    Baltimore,MD21204     		None PC Matching Grant: 2022 Chicago Committee Dinner & Fundraiser 25,000
    St Philotheas Greek Orth Church
    3761 Mars Hills Road
    Watkinsville,GA30677     		None PC Liturgical Arts Academy Grant 15,000
    Orthodox Volunteer Corps
    PO Box 5391
    Pittsburgh,PA15206     		None PC 2022 Matching Grant 50,000
    Pan Hellenic Scholarship Foundation
    8501 West Higgins Road Ste 210
    Chicago,IL60631     		None PC Fellowship Awards 2022-2023 School Year (Additional Recipient) 20,000
    Total .................................bullet 3b 142,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 884  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        219,866
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   164,351 219,866
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    384,217
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID: 21013485
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Printer 2020-01-17 629 115 SL 5.0000 126      
    HP Laptops 2 2020-01-23 2,146 393 SL 5.0000 429      
    Dell Laptop 2020-03-28 2,028 304 SL 5.0000 406      
    Apple Mac Laptop 2020-10-15 3,845 192 SL 5.0000 769      
    Owl Camera 2020-10-15 1,274 64 SL 5.0000 255      
    Apple IPad 2020-11-22 1,621 27 SL 5.0000 324      
    TV 2020-11-22 1,078 18 SL 5.0000 216      

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Schwab 2,123 2,123
    Schwab 6,885,967 6,885,967

    TY 2021 LandEtcSchedule2
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 12,621 3,638 8,983 8,983
    Buildings 350,000   350,000 350,000
    Improvements 309,791   309,791 309,791


    TY 2021 LegalFeesSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 1,590 0 0 2,467


    TY 2021 MortgagesAndNotesPayableSch
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Total Mortgage Amount: 745,000

    Item No. 1
    Lender's Name Cornerstone Bank
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan 745,000
    Balance Due 745,000
    Date of Note 2021-07
    Maturity Date 2022-07
    Repayment Terms Monthly interest only
    Interest Rate  
    Security Provided by Borrower Investment Accounts
    Purpose of Loan Line of Credit
    Description of Lender Consideration  
    Consideration FMV  


    TY 2021 OtherExpensesSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 83,900     83,900
    Annual Report 25     25
    Bank Service Fees 945     945
    Dues/Memberships 138     138
    Insurance 16,624     16,624
    Office Expense 1,104     1,104
    Other Costs 9,968     9,968
    Postage 122     114
    Software 2,056     1,481
    Telephone 1,939     1,939


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Employee Retirement Payable 37,835 7,380
    Rounding   1


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative 3,897 0 0 3,897
    Investment Mgmt 30,550 30,550 0 0


    TY 2021 TaxesSchedule
    Name:
    The Renaissance Fund NFP
    EIN:
    84-2952123
    Software ID:
    21013485
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise 25,000     25,000
    Real Estate Taxes 9,866     9,866