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
JOSEPH & BESSIE FEINBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)415 EAST NORTH WATER STREET 2301
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606115594
A Employer identification number

23-7028857
B Telephone number (see instructions)

(312) 955-0026
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$18,435,194
J 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 529,276 522,039  
4 Dividends and interest from securities... 86,221 86,221  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,940,837
b Gross sales price for all assets on line 6a 17,352,944
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 151,518 151,518  
12 Total. Add lines 1 through 11........ -1,173,822 759,778  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,000 6,000   6,000
c Other professional fees (attach schedule).... 99,850 98,272   0
17 Interest............... 89 89   0
18 Taxes (attach schedule) (see instructions)... 169 154   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,160 0   1,160
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,791 0   592
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 130,059 104,515   7,752
25 Contributions, gifts, grants paid....... 3,445,733 3,445,733
26 Total expenses and disbursements. Add lines 24 and 25 3,575,792 104,515   3,453,485
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,749,614
b Net investment income (if negative, enter -0-) 655,263
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......... 1,618,982 873,294 873,294
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) 7,532,869 Click to see attachment
List of Attached Documents:
// Content
9,989,340
10,042,694
b Investments—corporate stock (attach schedule)....... 1,831,844 Click to see attachment
List of Attached Documents:
// Content
2,097,623
2,350,401
c Investments—corporate bonds (attach schedule)....... 9,978,668 Click to see attachment
List of Attached Documents:
// Content
3,125,408
3,043,729
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).......... 1,818,099 Click to see attachment
List of Attached Documents:
// Content
1,885,252
1,939,726
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
125,419
Click to see attachment
List of Attached Documents:
// Content
185,350
Click to see attachment
List of Attached Documents:
// Content
185,350
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,905,881 18,156,267 18,435,194
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........... 22,905,881 18,156,267
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........    
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)..... 22,905,881 18,156,267
30 Total liabilities and net assets/fund balances (see instructions). 22,905,881 18,156,267
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
22,905,881
2
Enter amount from Part I, line 27a .....................
2
-4,749,614
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,156,267
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
18,156,267
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 PERSHING ST COVERED # 0219 P    
b PERSHING LT COVERED # 0219 P    
c PERSHING ST COVERED # 0227 P    
d PERSHING LT COVERED # 0227 P    
e PERSHING ST COVERED # 1461 P    
PERSHING LT COVERED # 1461 P    
PERSHING ST COVERED # 3172 P    
PERSHING LT COVERED # 3172 P    
(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 6,455,685   6,448,397 7,288
b 1,912,917   1,907,400 5,517
c 1,959,452   1,959,670 -218
d 36,635   108,061 -71,426
e 1,198,616   1,205,470 -6,854
4,438,598   6,319,363 -1,880,765
1,101,041   1,095,420 5,621
250,000   250,000 0
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       7,288
b       5,517
c       -218
d       -71,426
e       -6,854
      -1,880,765
      5,621
      0
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 -1,940,837
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 9,108
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 9,108
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 9,108
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 31,055
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 31,055
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 21,947
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow21,947 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowMICHAEL SILVER CO Telephone no.right arrow (847) 982-0333

Located atright arrow9 PARKWAY NORTH SUITE 300DEERFIELDIL ZIP+4right arrow60015
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)
 
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
 
 
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
JANICE FEINBERG PRESIDENT, ASST SEC, TREAS
30.00
0 0 0
415 E NORTH WATER ST
CHICAGO,IL60611
JOSEPH FEINBERG VICE PRESIDENT & SECRETARY
4.00
0 0 0
16332 FRANCINE DR
ENCINO,CA91436
RHONDA FEINBERG DIRECTOR
1.00
0 0 0
16332 FRANCINE DR
ENCINO,CA91436
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 NOT APPLICABLE 0
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 NOT APPLICABLE 0
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
16,171,247
b
Average of monthly cash balances.......................
1b
1,557,597
c
Fair market value of all other assets (see instructions)................
1c
1,628,350
d
Total (add lines 1a, b, and c).........................
1d
19,357,194
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
19,357,194
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
290,358
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,066,836
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
953,342
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
953,342
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,108
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,108
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
944,234
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
944,234
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
944,234
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
3,453,485
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
3,453,485
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 7 944,234
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...... 532,845
c From 2020...... 2,125,183
d From 2021...... 2,536,291
e From 2022...... 2,368,537
f Total of lines 3a through e ........ 7,562,856
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,453,485
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..... 944,234
e Remaining amount distributed out of corpus 2,509,251
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 10,072,107
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 ......
10,072,107
10 Analysis of line 9:
a Excess from 2019.... 532,845
b Excess from 2020.... 2,125,183
c Excess from 2021.... 2,536,291
d Excess from 2022.... 2,368,537
e Excess from 2023.... 2,509,251
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

ACCESS BOOKS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

AFTER SCHOOL MATTERS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

ALBANY PARK THEATER PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

ASSOCIATION FOR PROFESSIONAL DOG TRAINERS FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 20,000

AUDITORY NEUROSCIENCE LABORATORY NORTHWESTERN UNIVERSITY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

BETTER GOVERNMENT ASSOCIATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 100,000

BLOCK CLUB CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

BOULEVARD

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

BRIGHT COMMUNITY SERVICES

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

BRONZEVILLE TRAIL TASK FORCE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CANINE LYMPHOMA EDUCATION AWARENESS & RESEARCH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 40,000

CARA CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHABAD OF CALABASAS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

CHALLAH & SOUL

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 35,000

CHAMAH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 75,000

CHARITYWATCH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 125

CHICAGO ARTS AND MUSIC PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO COUNCIL ON SCIENCE & TECHNOLOGY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO FOUNDATION FOR WOMEN

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 3,000

CHICAGO FURNITURE BANK

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO HELP INITIATIVE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO HOPES FOR KIDS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO LAWYER'S COMMITTEE FOR CIVIL RIGHTS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 7,500

CHICAGO MEDIA PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO PUBLIC MEDIA

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 30,000

CHICAGO READER

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO SURVIVORS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO TORTURE JUSTICE CENTER

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO VIDEO PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO VOYAGERS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO WOMEN IN PHILANTHROPY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,000

CJE SENIORLIFE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

COLLABORACTION THEATRE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

COMMUNITYHEALTH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

CONGO SQUARE THEATRE COMPANY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 27,500

CONNECTION CENTER

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

CONNECTIONS FOR THE HOMELESS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 150,000

COVENANT HOUSE ILLINOIS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 125,000

CROSSROADS FUND

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

DOVETAIL PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 100,000

DREAM ON EDUCATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,500

DUSABLE MUSEUM

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 1,500

ECHOES OF HOPE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

EQUAL HOPE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

ERIKSON INSTITUTE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

FACIAL PAIN RESEARCH FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,500

FAITH CRUSADEMORE UP CAMPUS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

FAMILY FOCUS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

FEINBERG SCHOOL OF MEDICINE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 225,000

FOUNDATION FOR NATIONAL PROGRESS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

FRIENDS OF ELNET

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 325,000

GILDAS CLUB CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

GIRLS 4 SCIENCE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 52,082

GRAY MATTER EXPERIENCE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

GREATER CHICAGO FOOD DEPOSITORY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

GREATER ENGLEWOOD CHAMBER OF COMMERCE FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

GROWING HOME INC

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

H FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

HOME

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

HEALTH & MEDICINE POLICY RESEARCH GROUP

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

HERITAGE RETREATS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

HUMAN RIGHTS WATCH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 7,500

HYDROCEPHALUS ASSOCIATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 20,000

IGNITE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

ILLINOIS HUMANITIES

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 1,500

ILLINOIS PRISON PROJECT

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

ILLINOIS SCIENCE COUNCIL

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,500

IMAGINE ENGLEWOOD IF

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 110,000

INFANT WELFARE SOCIETY OF EVANSTON

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

INGENUITY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,500

INJUSTICE WATCH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

INSPIRATION CORPORATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

INSTITUTE OF MEDICINE CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 1,000

INVISIBLE INSTITUTE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

JEWISH COUNCIL ON URBAN AFFAIRS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,400

JEWISH UNITED FUND

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

JOFFREY BALLET

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

JUSTINIAN SOCIETY OF LAWYERS ENDOWMENT FUND

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

KINGDOM AVENUE INC

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

KINGS CARE FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 35,000

LA CASA NORTE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

LADIES OF VIRTUE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 27,500

LEAGUE OF CHICAGO THEATRES FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 1,000

LEGAL ACTION CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 100,000

LOOKINGGLASS THEATRE COMPANY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 75,000

LURIE CANCER CENTER

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

MALNATI BRAIN TUMOR INSTITUTE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

MAUI HUMANE SOCIETY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

MAUI UNITED WAY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

MORAN CENTER FOR YOUTH ADVOCACY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

MUSTARD SEED OF CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,000

NEAR SOUTH PLANNING BOARD

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

NEW LEASH ON LIFE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

NIGHT MINISTRY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

NORTHERN ILLINOIS FOOD BANK

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

NOURISHING HOPE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

OLD TOWN SCHOOL OF FOLK MUSIC

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

OPEN BOOKS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 2,500

PEOPLE'S MUSIC SCHOOL

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

PERCEPTIONS THEATRE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

PILSEN FOOD PANTRY (FIGEROA-WU FAMILY FOUNDATION)

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

PLANNED PARENTHOOD OF ILLINOIS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

PRO PUBLICA

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

PROVIDENT FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

READER INSTITUTE FOR COMMUNITY JOURNALISM

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 52,500

RED LINE SERVICE INSTITUTE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

REFRACTED THEATRE COMPANY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

RESIDENT ASSOCIATION OF GREATER ENGLEWOOD

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,126

RESTORE JUSTICE FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

ROGER BALDWIN FOUNDATION OF THE ACLU

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 15,000

SAFE PLACE FOR YOUTH

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

SHALVA

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 10,000

SHEDD AQUARIUM

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 15,000

SITSTAYREAD

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

SOUTH SIDE WEEKLY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 1,000

SPERTUS INSTITUTE OF JEWISH STUDIES

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

START EARLY

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

STORYCATCHERS THEATRE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

TEAMWORK ENGLEWOOD

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

TEMPLE ADAT ELOHIM

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

THINK OUTSIDE DA BLOCK

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

TIMELINE THEATRE

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 25,000

TUTORING CHICAGO

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

UPTOWN PEOPLE'S LAW CENTER

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 5,000

URBAN RIVERS INC

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 30,000

WEST COAST SPORTS MEDICINE FOUNDATION

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 205,000

WINDOW TO THE WORLD COMMUNICATIONS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000

YOUNG CHICAGO AUTHORS

415 EAST NORTH WATER STREET 2301
CHICAGO,IL60611
NONE PUBLIC CHARITABLE GENERAL UNRESTRICTED, EXEMPT PURPOSE OF ORGANIZATION 50,000
Total .................................right arrow 3a 3,445,733
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 ...........
    14 529,276  
4 Dividends and interest from securities ....     14 86,221  
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 .....     14 151,518  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -1,940,837  
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 -1,173,822 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,173,822
(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:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,000 6,000   6,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Name of Bond End of Year Book Value End of Year Fair Market Value
#10219 200,000.00 BROADCOM CORP 200,060 199,816
#10219 200,000.00 CVS HEAL TH CORP 202,311 197,952
#10219 200,000.00 APPLE INC 202,210 195,196
#10219 200,000.00 MICROSOFT CORP FXD 203,815 194,838
#10219 200,000.00 HOME DEPOT INC 207,103 196,934
#10219 200,000.00 DEERE & CO FIXED 224,402 211,558
#10227 250,000.00 UNITEDHEAL TH GROUP INC 244,710 246,608
#03172 250,000.00 BANC ONE CORP 262,501 260,185
#10227 375,000.00 DOLLAR GEN CORP 380,604 368,865
#10227 200,000.00 ACTIVISION BLIZZARD INC 196,168 194,302
#10227 250,000.00 BRISTOL MYERS SQUIBB CO 253,696 237,393
#10227 300,000.00 PACKAGING CORP AMER FXD 301,123 295,677
#10227 250,000.00 ORACLE CORP FXD 246,705 244,405

TY 2023 InvestmentsCorpStockSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Name of Stock End of Year Book Value End of Year Fair Market Value
#01461 1,500.00 CVS HEALTH CORP COM 140,385 118,440
#01461 500.00 TARGET CORP COM 78,045 71,210
#10219 884 ALPHABET INC 113,361 123,486
#10219 1127.00 CVS HEALTH CORP 104,991 88,988
#10219 363.00 META PLATFORMS INC 79,176 128,487
#10219 165.00 INTUITIVE SURGICAL INC 50,444 55,664
#10219 321.00 MICROSOFT CORP COM 83,976 120,709
#10219 205.00 TESLA CORP COM 51,287 50,938
#10219 207.00 UNITEDHEAL TH GROUP INC COM 103,859 108,979
#10219 323.00 CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS 42,692 49,351
#10219 827.00 AMAZON INC 107,237 125,654
#10219 728.00 CONSOLIDATED EDISON INC 64,252 66,226
#10219 586.00 DOORDASH INC 42,642 57,950
#10219 609.00 EXXON MOBIL CORP 64,469 60,888
#10219 269.00 GENERAL DYNAMICS CORP 63,804 69,851
#10219 382.00 ILLUMINA INC 42,475 53,190
#10219 314.00 JPMORGAN CHASE & CO 45,289 53,411
#10219 145.00 LOCKHEED MARTIN CORP 63,938 65,720
#10219 720.00 MATSON INC 64,620 78,912
#10219 4190.00 PALANTIR TECHNOLOGIES INC 63,912 71,942
#10219 810.00 RTX CORP 63,848 68,153
#10219 644.00 SHELL PLC SPONSORED ADR REPST ORD SHS 42,849 42,375
#10219 326.00 SALESFORCE INC 71,940 85,784
#10219 1019.00 UBER TECHNOLOGIES INC 42,834 62,740
#10219 187.00 VISA INC 41,147 48,685
#10227 123.00 ALPHABET INC 16,157 17,182
#10227 122.00 AMAZON INC 16,132 18,537
#10227 71.00 APPLE INC 12,549 13,670
#10227 144.00 CVS HEALTH CORP 10,434 11,370
#10227 52.00 META PLATFORMS INC 15,694 18,406
#10227 35.00 INTUITIVE SURGICAL INC 10,092 11,808
#10227 65.00 JPMORGAN CHASE & CO 9,707 11,057
#10227 4.00 LOCKHEED MARTIN CORP 1,787 1,813
#10227 49.00 MICROSOFT CORP 15,956 18,426
#10227 25.00 NOVARTIS AG SPONSORED 2,456 2,524
#10227 21.00 NVIDIA CORP 8,786 10,400
#10227 22.00 RTX CORP 1,812 1,851
#10227 45.00 SALESFORCE INC 9,596 11,841
#10227 42.00 TESLA INC 10,772 10,436
#10227 25.00 UNITEDHEALTH GROUP INC 12,600 13,162
#10227 38.00 VISA INC 9,127 9,893
#10227 57.00 WALMART INC 9,181 8,986
#03172 117.00 ALPHABET INC 12,503 16,344
#03172 68.00 AMAZON INC 9,230 10,332
#03172 55.00 APPLE INC 9,469 10,589
#03172 140.00 CVS HEALTH CORP 9,533 11,054
#03172 45.00 META PLATFORMS INC 10,324 15,928
#03172 18.00 INTUITIVE SURGICAL INC 5,595 6,072
#03172 60.00 JPMORGAN CHASE & CO 8,479 10,206
#03172 3.00 LOCKHEED MARTIN CORP 1,341 1,360
#03172 42.00 MICROSOFT CORP 12,320 15,794
#03172 22.00 NOVARTIS AG SPONSORED ADR 2,161 2,221
#03172 21.00 NVIDIA CORP 5,696 10,400
#03172 19.00 RTX CORP 1,565 1,599
#03172 37.00 SALESFORCE INC 7,473 9,736
#03172 42.00 TESLA INC 7,110 10,436
#03172 22.00 UNITEDHEALTH GROUP INC 10,657 11,582
#03172 35.00 VISA INC 8,227 9,112
#03172 34.00 WALMART INC 5,443 5,360
#10219 343.00 ELBIT SYSTEM LTD 64,187 73,181

TY 2023 InvestmentsGovtObligationsSch
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
US Government Securities - End of Year Book Value:

9,227,187
US Government Securities - End of Year Fair Market Value:

9,298,591
State & Local Government Securities - End of Year Book Value:


762,153
State & Local Government Securities - End of Year Fair Market Value:


744,103


TY 2023 InvestmentsOtherSchedule2
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HIGHTOWER ADVISOR FUND AT COST 193,890 193,890
NATIONWIDE INSURANCE ANNUITY INVESTMENTS AT COST 1,323,379 1,336,879
#10227 1,679.1960 MORGAN STANLEY GROWTH PORTFOLIO CLASS I AT COST 52,216 64,515
#10219 1063.00 JP MORGAN EXCHANGE AT COST 96,093 109,194
#10227 430.5970 ALGER SMALL-CAP FOCUS FUND CLASS Z AT COST 6,949 7,893
#10227 570.00 ALGER ETF TR AT COST 6,963 7,684
#10227 87.00 ISHARES TR CORE S&P 500ETF AT COST 38,478 41,554
#10227 458.00 ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF AT COST 34,277 35,738
#10227 175.00 ISHARES TR MSCI USA QUALITY FACTOR ETF AT COST 23,567 25,750
#10227 494.00 ISHARES TR U S INFRASTRUCTURE ETF AT COST 18,753 19,893
#03172 319.595 ALGER SMALL-CAP FOCUS FUND CLASS Z AT COST 5,458 5,858
#03172 513.00 ALGER ETF TR MID CAP 40 ETF AT COST 6,464 6,915
#03172 51.00 ISHARES TR CORE S&P 500 ETF AT COST 23,138 24,359
#03172 323.00 ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF AT COST 24,169 25,204
#03172 138.00 ISHARES TR MSCI USA QUALITY FACTOR ETF AT COST 18,096 20,305
#03172 350.00 ISHARES TR U S INFRASTRUCTURE ETF AT COST 13,362 14,095

TY 2023 OtherAssetsSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 125,419 185,350 185,350


TY 2023 OtherExpensesSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IL FILING FEES 10 0   0
OFFICE EXPENSES 376 0   376
POSTAGE 47 0   47
SUBSCRIPTIONS 169 0   169
NON-DEDUCTIABLE EXPENSE - HT HOLDING 1,563 0   0
SECTION 1231 LOSS - HT HOLDING 856 0   0
LOSS FROM HT HOLDING 13,770 0   0


TY 2023 OtherIncomeSchedule2
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM NATIONWIDE LIFE INSURANCE COMPANY 151,518 151,518 151,518


TY 2023 OtherProfessionalFeesSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 99,598 98,020   0
BANK FEES - CHASE 252 252   0


TY 2023 TaxesSchedule
Name:
JOSEPH & BESSIE FEINBERG FOUNDATION
EIN:
23-7028857
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 154 154   0
IL ANNUAL REPORT 15 0   0