Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CACCOMO FAMILY FOUNDATION
C/O MARTIN TISH NEAL GERBER & EISENBERG
Number and street (or P.O. box number if mail is not delivered to street address)2 NORTH LASALLE STREET 1700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60602
A Employer identification number

36-4462798
B Telephone number (see instructions)

(312) 269-8031
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,728,947J 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 right arrow.............
3 Interest on savings and temporary cash investments 226 226  
4 Dividends and interest from securities... 120,637 120,637  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,805
b Gross sales price for all assets on line 6a 2,322,313
7 Capital gain net income (from Part IV, line 2)... 109,805
8 Net short-term capital gain.........  
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........ 230,668 230,668  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,794 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,750 25,750   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,643 44,685   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,211 1,278   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
222 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,620 71,713   0
25 Contributions, gifts, grants paid....... 290,000 290,000
26 Total expenses and disbursements. Add lines 24 and 25 389,620 71,713   290,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -158,952
b Net investment income (if negative, enter -0-) 158,955
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 286,827 156,261 156,261
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,310,379 Click to see attachment
List of Attached Documents:
// Content
1,191,183 		1,171,768
b Investments—corporate stock (attach schedule)....... 2,923,449 Click to see attachment
List of Attached Documents:
// Content
2,986,095 		3,690,609
c Investments—corporate bonds (attach schedule)....... 711,979 Click to see attachment
List of Attached Documents:
// Content
740,143 		710,309
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,232,634 5,073,682 5,728,947
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 56,100 56,100
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,176,534 5,017,582
29 Total net assets or fund balances (see instructions)..... 5,232,634 5,073,682
30 Total liabilities and net assets/fund balances (see instructions). 5,232,634 5,073,682
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
5,232,634
2
Enter amount from Part I, line 27a .....................
2
-158,952
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,073,682
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,073,682
Form 990-PF (2023)
Form 990-PF (2023)
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      
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 2,322,313   2,212,508 109,805
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       109,805
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 2 109,805
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  
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 right arrow 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) 1 2,209
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 0
3 Add lines 1 and 2........................... 3 2,209
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,209
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,938
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,938
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,729
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,729 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowKUTCHINS ROBBINS & DIAMOND LTD Telephone no.right arrow (847) 240-1040

Located atright arrow1051 PERIMETER DRIVE 9TH FLOORSCHAUMBURGIL ZIP+4right arrow60173
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
MARTIN H TISH PRESIDENT/ TREASURER/ DIRECTOR
5.00 		12,000 0 0
NEAL GERBER EISENBERG 2 N LASALLE
ST
CHICAGO,IL60602
ERIC N MANN DIRECTOR
0.00 		0 0 0
NEAL GERBER EISENBERG 2 N LASALLE
ST
CHICAGO,IL60602
LEONARD H POPOWCER SECRETARY/DIRECTOR
0.00 		0 0 0
KUTCHINS ROBBINS DIAMOND LTD 35 E
WACKER STE 690
CHICAGO,IL60601
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
5,396,863
b
Average of monthly cash balances.......................
1b
310,816
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,707,679
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
0
3
Subtract line 2 from line 1d.........................
3
5,707,679
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,615
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,622,064
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
281,103
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
281,103
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,209
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
278,894
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
278,894
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
278,894
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
290,000
b
Program-related investments—total from Part VIII-B..................
1b
0
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
290,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 278,894
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 290,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 278,894
e Remaining amount distributed out of corpus 11,106
5 Excess distributions carryover applied to 2023. 0 0
(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 11,106
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		11,106
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 11,106
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

AMVETS

4647 FORBES BLVD
LANHAM,MD20706 		  PC PLEDGE TO SUPPORT COLLEGE SCHOLARSHIPS FOR VETERANS. 24,000

CHICAGO ZOOLOGICAL SOCIETY

3300 GOLF ROAD
BROOKFIELD,IL60513 		  PC 2023 PLEDGE TO SUPPORT MODERN IMAGING EQUIPMENT IN ZOO HOSPITAL 20,000

CHICAGO ZOOLOGICAL SOCIETY

3300 GOLF ROAD
BROOKFIELD,IL60513 		  PC 2024 PLEDGE TO SUPPORT MODERN IMAGING EQUIPMENT IN ZOO HOSPITAL 80,000

CHICAGO ZOOLOGICAL SOCIETY

3300 GOLF ROAD
BROOKFIELD,IL60513 		  PC PLEDGE TO SUPPORT DISABILITY ACCESS TO ZOO 25,000

KESHET

617 LANDWEHR ROAD
NORTHBROOK,IL60062 		  PC PLEDGE TO SUPPORT PROGRAMS FOR DISABLED YOUNG ADULTS 10,000

PACE AT NATIONAL LOUIS UNIVERSITY

122 S MICHIGAN AVENUE
CHICAGO,IL60603 		  PC SUPPORT FOR SCHOLARSHIPS 10,000

SCHOOL OF THE ART INSTITUTE OF CHICAGO

37 SOUTH WABASH
CHICAGO,IL60626 		  PC SUPPORT FOR SCHOLARSHIPS 5,000

UNIVERSITY OF ILLINOIS FOUNDATION

1747 W ROOSEVELT ROAD
CHICAGO,IL60608 		  PC CACCOMO BIOMECHANICAL RESEARCH FUND 90,000

UNIVERSITY OF ILLINOIS FOUNDATION

1747 W ROOSEVELT ROAD
CHICAGO,IL60608 		  PC VOLUNTEER SERVICES FUND 5,000

WTTW

5400 N ST LOUIS AVENUE
CHICAGO,IL60625 		  PC SUPPORT FOR WTTW'S NATURE PROGRAMING 10,000

UNIVERSITY OF ILLINOIS FOUNDATION

1747 W ROOSEVELT ROAD
CHICAGO,IL60608 		  PC ORTHO RESEARCH 11,000
Total .................................right arrow 3a 290,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 226  
4 Dividends and interest from securities ....     14 120,637  
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 ............ 		    18 109,805  
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) .. 0 230,668 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
230,668
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,750 25,750   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC 2.3% DUE 2/25/2031 50,847 43,613
BANK OF AMERICA CORPORATION 3.95% DUE 4/21/2025 57,991 55,034
CITIGROUP INC 3.2% DUE 10/21/2026 60,623 53,380
JP MORGAN CHASE & CO 2.956% DUE 5/13/2031 56,891 47,302
WELLS FARGO 4.1% DUE 6/03/2026 101,960 94,889
AUTODESK INC 2.4% DUE 12/15/2031 46,830 47,842
BEST BUY CO INC 1.95% DUE 10/01/2030 50,495 46,530
COMCAST CORP 1.95% DUE 1/15/2031 51,409 47,166
THE CHARLES SCHWA 2.9% DUE 3/3/32 43,592 44,501
NOTHERN TRUST 6.125% DUE 11/02/32 82,036 88,037
BNY MELLON INVEST VAR CALLABLE 7/25/33 AT 100 50,819 51,970
STATE STREET CORP VAR A CALLABLE 08/04/32 AT 100 39,503 40,396
AMERICAN EXPRESS VAR BBB CALLABLE 02/26/32 AT 100 47,147 49,649

TY 2023 InvestmentsCorpStockSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 36,540 46,671
ADOBE INC. 19,372 26,847
ADYEN NV 18,021 16,680
AFLAC INC 21,903 35,475
ALCON AG 24,392 27,733
ALEXANDRIA REAL ESTATE EQUITIE 17,844 15,212
ALLIANT ENERGY CORP 19,730 18,930
ALTRIA GROUP INC 14,494 9,722
AMER WATER WORKS CO INC 14,298 16,631
AMERICAN HOMES 4 RENT 13,312 20,353
AMERICAN TOWER CORP 19,218 22,883
AMERICOLD REALTY TRUST INC 26,147 26,668
ANALOG DEVICES INC 9,571 18,069
AON PLC (IE) 10,899 14,260
APTIV PLC 30,506 29,159
ARMADA HOFFLER PPTYS INC 5,467 5,133
ASM INTERNATIONAL NV 8,586 14,018
ASML HOLDING NV 10,190 18,166
ASTRAZENECA 12,036 12,190
AT&T INC 17,591 13,458
ATLAS COPCO AB 6,112 9,706
ATLASSIAN CORP 23,909 21,170
AVALONBAY COMMUNITIES INC 25,876 23,590
AVERY DENNISON CORP 5,802 13,747
BANK OF AMERICA CORPORATION 16,611 20,875
BCE INC COM 18,468 15,910
BECTON DICKINSON & CO COM 26,585 25,846
BIO RAD LABORATORIES INC COM CLA 31,523 22,602
BOOZ ALLEN HAMILTON HLDG CORP COM CLA 16,663 26,349
BOSTON SCIENTIFIC CORP COM 7,513 18,095
BROADCOM INC COM 8,927 22,325
BROADRIDGE FIN SOLUTIONS INC COM 8,294 23,456
BRUKER CORPORATION COM 10,210 16,827
BWX TECHNOLOGIES INC COM 11,648 17,034
CAMDEN PROPERTY TRUST SBI USD0.01 14,513 14,993
CASEY'S GENERAL STORES INC COM 10,263 21,430
CBOE GLOBAL MARKETS INC COM 14,606 25,177
CHEVRON CORPORATION 9,615 16,408
CHUBB LIMITED 17,211 25,764
CISCO SYSTEMS INC 14,605 19,400
CITIGROUP INC 18,096 13,066
COMCAST CORP 17,358 19,119
CONOCOPHILLIPS COM 8,964 20,660
CROWN CASTLE INC COM USD0.01 43,478 39,280
DANAHER CORP COM 17,433 25,216
DEERE & CO COM 24,304 25,192
DIAGEO ADR SPONSORED 9,530 8,011
DIAMONDBACK ENERGY INC COM 17,679 22,487
DIGITAL REALTY TRUST INC COM STK USD 21,529 26,512
DOW INC 19,055 17,878
DUKE ENERGY CORP 20,916 21,252
ENTERGY CORP 6,947 10,928
EPAM SYS INC 8,633 6,839
EQUINIX INC 19,312 24,162
EQUITY RESIDENTIAL 15,604 12,966
EVOLUTION AB 19,565 13,971
EXPEDTRSINTLWASH 10,805 18,062
EXPERIAN PLC 8,736 12,833
EXXON MOBIL CORPORATION 7,949 22,495
FERGUSON PLC 19,468 23,168
FERRARI NV COM 11,639 19,967
FIRST AMERICAN FINANCIAL CORP 9,350 17,334
FLEX LTD 16,898 32,105
FLUOR CORP 10,732 20,682
GARTNER INC 4,602 12,631
GENERAL DYNAMICS CORP 14,007 21,812
GENUINE PARTS CO 9,358 15,097
GLOBE LIFE INC 13,170 18,501
HALEON PLC 14,975 15,678
HALLIBURTON CO 7,718 8,784
HEALTHPEAK PROPERTIES INC 19,844 14,414
HERSHEY COMPANY 6,251 11,746
HEXCEL CORPORATION 15,783 21,756
HOME DEPOT INC 16,537 22,526
HUBBELL INC 5,045 15,789
ICICI BANK LIMITED 11,079 11,896
ICON PLC 42,074 51,519
INTEL CORP 17,800 18,392
INTERCONTINENTAL EXCHANGE INC 19,116 27,227
INTUIT INC 23,753 35,002
INVENTRUST PPTYS CORP 14,175 14,292
INVITATION HOMES INC 15,081 21,046
JOHNSON & JOHNSON 49,820 48,432
JOHNSON CONTROLS INTL PLC 17,429 21,500
JP MORGAN CHASE & CO 15,288 25,005
KEYSIGHT TECHNOLOGIES INC 29,284 34,363
LABORATORY CORP AMER HLDGS 17,211 22,729
LKQ CORPORATION 11,833 10,323
LOWE'S COMPANIES INC 6,687 15,801
LVMH MOET HENNESSY VUITTON SE 8,301 12,346
M & T BANK CORP 16,861 17,957
MARKEL CORP 11,255 17,039
MAXIMUS INC 15,692 17,107
MCKESSON CORPORATION 20,141 30,557
MEDTRONIC PLC 23,121 19,606
MERCK & CO INC 12,574 21,477
MICROSOFT CORP 25,287 53,022
MONOLITHIC POWER SYSTEM INC 12,861 20,185
MORGAN STANLEY 8,623 18,930
MSCI INC 19,498 31,676
NESTLE SA 9,581 12,604
NEXTERA ENERGY INC 51,598 43,368
NOVARTIS AG 12,898 22,617
NOVO NORDISK A/S 11,156 21,207
NVIDIA CORP 13,866 36,646
NXP SEMICONDUCTORS N V COM 8,899 19,293
ON SEMICONDUCTOR CORP COM 16,003 20,381
PFIZER INC COM 15,100 10,739
PHILIP MORRIS INTL INC COM 14,363 17,687
PLYMOUTH INDUSTRIAL REIT INC COM USD 9,817 13,961
PORTLAND GENERAL ELECTRIC CO COM 14,243 13,999
PROCTER & GAMBLE CO COM 28,419 28,282
PROLOGIS INC COM USD 27,712 32,525
PUBLIC STORAGE COM USD 20,557 22,570
ROCKWELL AUTOMATION INC COM 16,084 18,008
ROYAL GOLD 12,117 12,701
SBA COMMUNICATIONS CORP 50,987 45,157
SCHNEIDER ELECTRIC SE 6,835 9,132
SIEMENS AG 14,921 18,895
SMITH AO CORP 11,981 19,538
SS&C TECHNOLOGIES HOLDINGS INC 10,686 13,200
STERIS PLC 24,746 34,297
TARGET CORP 20,478 17,375
TE CONNECTIVITY LTD 38,983 41,728
TETRA TECH INC 18,101 23,871
TOPBUILD CORP 14,808 29,941
TRANE TECHNOLOGIES PLC COM 10,381 17,317
TRAVELERS COMPANIES INC COM 10,350 14,668
TRUIST FINANCIAL CORPORATION COM 18,236 13,734
ULTA BEAUTY INC COM 10,825 19,110
UNILEVER PLC ADR SPONSORED 45,498 43,196
UNITED PARCEL SERVICE INC COM CL B 13,871 13,364
UNITED HEALTH GROUP INC COM 21,633 32,115
VENTAS INC COM USD 22,329 24,122
VICI PROPERTIES INC COM USD 19,149 19,734
VISA INC COM CLA 30,924 44,780
VONTIER CORP COM 13,386 17,586
WASTE CONNECTIONS INC (CA) COM 9,846 10,897
WASTE MANAGEMENT INC COM 26,090 34,208
WATERS CORP COM 6,804 10,535
WATSCO INC 11,929 23,566
WELLTOWER OP INC 18,028 22,272
WEST PHARMA SERVICES INC 20,122 19,719
XCEL ENERGY INC 8,292 10,772
ADVANCED MICRO DEVICE IN 8,468 15,625
ADVANTEST CORP 11,685 10,395
ARCH CAP GROUP LTD 10,869 11,735
AUTODESK INC 13,515 14,852
BAE SYSTEM PLC 13,070 14,628
BENTLEY SYSTEM INC 14,412 15,341
CANADIAN NATURAL RES 8,238 8,387
CANADIAN PACIFIC KANSA 16,420 24,034
CHARLES RIVER LABS 7,728 9,692
COMPASS GROUP PLC 8,361 8,204
EVERSOURCE ENERGY 17,793 16,603
FAIR ISSAC INTL CORP 19,765 26,772
HEALTHCARE REALTY TRUST 8,595 10,321
KELLANOVA 12,622 13,083
KENVUE 17,985 19,291
LOREAL SA 11,371 12,227
LINDE PLC 9,568 11,911
MERCADOLIBRE INC 15,809 17,287
NORFOLK SOUTHERN CO 12,428 13,001
NTNL STORAGE AFF 11,681 12,939
PALO ALTO NETWORKS 15,265 23,295
PNC FINL SERVICES 11,865 14,246
RTX CORP 19,806 20,867
SAFRAN 13,761 13,768
THOMSON REUTER CORP 9,007 10,820
UBS GROUP AG 10,628 10,599
VERALTO CORP 36,769 38,580
WR BERKLEY CORP 16,778 20,226
BRIXMOR PROPERTY GROUP I 14,800 14,800
EXTRA SPACE STORAGE 11,012 17,636
HIGHWOODS PPTY 8,923 9,873
LAMAR ADVERTISING CO0050 12,022 12,541
MID AMERICA APARTMENT CO 11,871 13,043
NNN REIT INC 8,884 10,818
REXFORD INDL REALTY 17,103 18,120
SUN COMMUNITIES INC 33,032 37,957
ISHARE SHORT TREASURY 46,369 46,365

TY 2023 InvestmentsGovtObligationsSch
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
US Government Securities - End of Year Book Value:

1,191,183
US Government Securities - End of Year Fair Market Value:

1,171,768
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 13,794 0   0


TY 2023 OtherExpensesSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 222 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 44,685 44,685   0
PAYROLL TAX PROCESSING FEES 958 0   0


TY 2023 TaxesSchedule
Name:
CACCOMO FAMILY FOUNDATION
 
C/O MARTIN TISH NEAL GERBER & EISENBERG
EIN:
36-4462798
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ILLINOIS ANNUAL REPORT 15 0   0
PAYROLL TAXES 918 0   0
FOREIGN TAX WITHHELD 1,278 1,278   0