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
THE POETRY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)61 WEST SUPERIOR ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60654
A Employer identification number

36-2490808
B Telephone number (see instructions)

(312) 787-7070
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$299,293,712
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) 53,503
2 Check right arrow.............
3 Interest on savings and temporary cash investments   210,730  
4 Dividends and interest from securities... 8,136,669 6,996,177  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,275,807
b Gross sales price for all assets on line 6a 19,899,975
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)....... 730,364 256,995  
12 Total. Add lines 1 through 11........ 7,644,729 7,463,902  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 775,916 120,938   605,921
14 Other employee salaries and wages...... 3,815,322 56,727   3,756,576
15 Pension plans, employee benefits....... 1,376,050 38,700   1,339,913
16a Legal fees (attach schedule)......... 71,437 0   74,155
b Accounting fees (attach schedule)....... 77,797 7,385   61,412
c Other professional fees (attach schedule).... 2,267,727 1,001,906   694,081
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 399,553 0   0
19 Depreciation (attach schedule) and depletion... 695,102 9,448  
20 Occupancy.............. 37,133 0   43,022
21 Travel, conferences, and meetings....... 611,699 0   542,878
22 Printing and publications.......... 1,068,186 0   1,092,079
23 Other expenses (attach schedule)....... 4,009,899 0   4,136,770
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,205,821 1,235,104   12,346,807
25 Contributions, gifts, grants paid....... 3,369,494 3,524,622
26 Total expenses and disbursements. Add lines 24 and 25 18,575,315 1,235,104   15,871,429
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,930,586
b Net investment income (if negative, enter -0-) 6,228,798
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............. 3,817,498 771,322 771,322
2 Savings and temporary cash investments......... 16,784,193 4,488,040 4,488,040
3 Accounts receivable right arrow33,193
Less: allowance for doubtful accounts right arrow   46,303 33,193 33,193
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.......... 297,285 167,412 167,412
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 117,773,883 Click to see attachment
List of Attached Documents:
// Content
127,643,792
127,643,792
c Investments—corporate bonds (attach schedule)....... 29,678,651 Click to see attachment
List of Attached Documents:
// Content
44,009,856
44,009,856
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).......... 102,907,368 Click to see attachment
List of Attached Documents:
// Content
103,300,281
103,300,281
14 Land, buildings, and equipment: basis right arrow24,079,956
Less: accumulated depreciation (attach schedule) right arrow7,063,253 17,210,053 Click to see attachment
List of Attached Documents:
// Content
17,016,703
15,878,492
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,988,476
Click to see attachment
List of Attached Documents:
// Content
3,001,324
Click to see attachment
List of Attached Documents:
// Content
3,001,324
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 292,503,710 300,431,923 299,293,712
Liabilities 17 Accounts payable and accrued expenses.......... 823,980 554,766
18 Grants payable.................    
19 Deferred revenue................. 569,916 596,181
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)......... 1,393,896 1,150,947
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........... 285,298,318 294,382,786
25 Net assets with donor restrictions............ 5,811,496 4,898,190
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)..... 291,109,814 299,280,976
30 Total liabilities and net assets/fund balances (see instructions). 292,503,710 300,431,923
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
291,109,814
2
Enter amount from Part I, line 27a .....................
2
-10,930,586
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
19,101,748
4
Add lines 1, 2, and 3 ..........................
4
299,280,976
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
299,280,976
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 K-1 SALES P 2023-01-01 2023-12-31
b VANGUARD INVESTMENTS   2023-01-01 2023-12-31
c CALVERT   2023-01-01 2023-12-31
d GARCIA HAMILTON   2023-01-01 2023-12-31
e BOSTON COMMON   2023-01-01 2023-12-31
COMMONFUND NATURAL RESOURCES P 2023-01-01 2023-12-31
COMMONFUND PRIVATE CAPITAL EQUITY P 2023-01-01 2023-12-31
PERFORMANCE DIRECT 2 P 2023-01-01 2023-12-31
PERFORMANCE DIRECT 3 P 2023-01-01 2023-12-31
PERFORMANCE DIRECT 4 P 2023-01-01 2023-12-31
SUMMIT PARTNERS CREDIT FUND II P 2023-01-01 2023-12-31
CARLYLE US EQUITY FUND P 2023-01-01 2023-12-31
HIG WHITEHORSE P 2023-01-01 2023-12-31
PORTFOLIO ADVISORS SF IV P 2023-01-01 2023-12-31
CORBIN OPPORTUNITY FUND P 2023-01-01 2023-12-31
PRINCIPAL ENHANCED PROPERTY FUND P 2023-01-01 2023-12-31
MORGAN STANLEY PRIME PROPERTY P 2023-01-01 2023-12-31
SUMMIT PARTNERS CREDIT FUND I P 2023-01-01 2023-12-31
PERFORMANCE DIRECT P 2023-01-01 2023-12-31
(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       0
b 2,500,000   863,049 1,636,951
c 3,000,000   3,443,558 -443,558
d     272,263 -272,263
e 6,000,000   8,150,685 -2,150,685
62,231   98,745 -36,514
267,424   173,839 93,585
223,125   229,583 -6,458
230,449   195,550 34,899
97,217   61,140 36,077
32,035   32,035 0
255,005   418,202 -163,197
707,131   699,549 7,582
227,911   227,911 0
2,608,781   2,608,781 0
1,455,056   1,441,308 13,748
2,168,482   2,168,482 0
62,965   88,939 -25,974
2,163   2,163 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       0
b       1,636,951
c       -443,558
d       -272,263
e       -2,150,685
      -36,514
      93,585
      -6,458
      34,899
      36,077
      0
      -163,197
      7,582
      0
      0
      13,748
      0
      -25,974
      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 -1,275,807
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 86,580
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 86,580
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 86,580
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 74,895
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 154,895
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 388
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 67,927
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow67,927 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, CA, NY
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 arrowWWW.POETRYFOUNDATION.ORG
14
The books are in care ofright arrowJENNIFER CASTELLER Telephone no.right arrow (312) 787-7070

Located atright arrow61 WEST SUPERIOR STCHICAGOIL ZIP+4right arrow60654
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
MICHELLE BOONE PRESIDENT
40.00
410,480 53,143 0
61 W SUPERIOR ST
CHICAGO,IL60054
CAREN YANIS CHAIR
20.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
EUGENE LOWE VICE CHAIR
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
KARY MCILWAIN VICE CHAIR
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
ALLY BULLEY FINANCE COMMITTEE CHAIR - THRU APRIL
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
LYNN JERATH FINANCE COMMITTEE CHAIR - THRU AUGUST
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
ANDREW JACOBS FINANCE COMMITTEE CHAIR - ELECTED SEPT
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
STUART MILLER AUDIT COMMITTEE CHAIR
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
ANGEL YSAGUIRRE EQUITY COMM CHAIR
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
JOHN BRACKEN TRUSTEE-ELECTED SEPTEMBER 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
CECILIA CONRAD TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
GWENDOLYN PERRY DAVIS TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
FABIOLA DELGADO TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
MICHAEL FASSNACHT TRUSTEE-ELECTED SEPTEMBER 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
DEBORAH GILLESPIE TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
MARGUERITE GRIFFIN TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
PARNESHIA JONES TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
MARC BAMUTHI JOSEPH TRUSTEE
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
LINDSEY PECKINPAUGH TRUSTEE-ELECTED SEPTEMBER 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
BRIAN PROVOST TRUSTEE - THRU APRIL 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
LYNNE THOMPSON TRUSTEE-ELECTED SEPTEMBER 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
SCOTT TUROW TRUSTEE - THRU APRIL 2023
2.00
0 0 0
61 W SUPERIOR ST
CHICAGO,IL60054
LAWRENCE MANGAN VP OF FINANCE & ADMIN
40.00
295,378 48,629 0
61 W SUPERIOR ST
CHICAGO,IL60054
JENNIFER CASTELLER-AS OF 10223 CHIEF OPERATING OFFICER
40.00
70,058 4,642 0
61 W SUPERIOR ST
CHICAGO,IL60054
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
ADRIAN MATEJKA EDITOR
40.00
235,511 50,018 0
61 W SUPERIOR ST
CHICAGO,IL60654
YDALMI V NORIEGA VP OF PROGRAMS & ENG
40.00
210,216 31,685 0
61 W SUPERIOR ST
CHICAGO,IL60654
ALLISON M CLAYBON VP OF MARKETING & CO
40.00
203,991 31,062 0
61 W SUPERIOR ST
CHICAGO,IL60654
MARILYNN RUBIO DIRECTOR OF STRATEGI
40.00
187,445 29,589 0
61 W SUPERIOR ST
CHICAGO,IL60654
KERI CASCIO VP OF INFORMATION TE
40.00
183,331 30,815 0
61 W SUPERIOR ST
CHICAGO,IL60654
Total number of other employees paid over $50,000...................right arrow 31
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
THE SHERIDAN PRESS INC PRINTING OF POETRY MAGAZINE 730,158
PO BOX 419813
BOSTON,MA02241
VECTOR MEDIA GROUP INC WEBSITE DEV TO SUPPORT DIGITAL POETRY 249,865
2363 JAMES ST PMB 80173
SYRACUSE,NY13206
TXI INC WEBSITE DEV TO SUPPORT DIGITAL POETRY 241,710
10 S RIVERSIDE PLAZA STE 875-7670
CHICAGO,IL60606
MOST TRAINING & CONSULTING IT CONSULTING-OUTSOURCED IT 169,639
420 W HURON ST
CHICAGO,IL60654
CDS GLOBAL INC PUBLISHING POETRY MANGZINE 151,605
1901 BELL AVE
DES MOINES,IA50315
Total number of others receiving over $50,000 for professional services.............right arrow31
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 THE POETRY FOUNDATION OFFERS AN ARRAY OF FREE PROGRAMS,EVENTS AND AWARDS TO AMPLIFY POETRY, CELEBRATE POETS, AND FOSTER SPACES FOR ALL TO CREATE, EXPERIENCE, AND SHARE POETRY. EVENTS INCLUDE AN OPTION TO CONNECT VIRTUALLY, WELCOMING 2,061 ATTENDEES IN-PERSON AND 1,064 VIRTUAL TO 28 EVENTS IN 2023. THE LIBRARY HOSTED 12 BOOK CLUBS AND 104 WRITING WORKSHOPS, ENGAGING 1,718 PARTICIPANTS. ADDITIONALLY, THE FOUNDATION HAD A PRESENCE AT TWO OFFSITE PARTNER EVENTS: ONE POEM, ONE CHICAGO AND THE WORDS OF WONDER LITERARY FESTIVAL. THE POETRY FOUNDATION ALSO CO-LED THE SUMMER POETRY TEACHERS INSTITUTE, DURING WHICH 104 EDUCATORS EXPERIENCED TWO DAYS OF INVIGORATING PERFORMANCES, BREAKOUT SESSIONS, AND VIRTUAL PANELS LED BY 20 POETS; AND POETRY OUT LOUD, A NATIONAL POETRY RECITATION COMPETITION FOR HIGH SCHOOL STUDENTS. IN 2023, POETRY OUT LOUD ENGAGED 159,830 STUDENTS FROM 1,447 SCHOOLS AND ORGANIZATIONS ACROSS EVERY STATE AND SEVERAL TERRITORIES. 4,223,734
2 POETRYFOUNDATION.ORG IS THE LARGEST FREE ONLINE ARCHIVE OF POETRY, WITH 47,122 POEMS AS OF 2023. IT ALSO HOSTS A FULL DIGITAL ARCHIVE OF POETRY MAGAZINE, AUTHOR BIOS, POEM GUIDES, AUDIO POEMS, CONTENT FOR EDUCATORS, AND MORE. WEEKLY UPDATES INCLUDE NEW POETRY COLLECTIONS, BOOK REVIEWS, PODCASTS, AND BLOGS. THE WEBSITE AVERAGED 4.56 MILLION MONTHLY VISITORS THROUGHOUT 2023. NEWSLETTERS WENT OUT TO 106,000 SUBSCRIBERS, INCLUDING 65,767 OF WHOM RECEIVE POEM OF THE DAY DAILY; AND PODCASTS GARNERED MORE THAN 1.9 MILLION LISTENERS. 1,334,111
3 POETRY MAGAZINE CELEBRATED ITS 111-YEAR ANNIVERSARY IN 2023; IT REMAINS THE OLDEST MONTHLY DEVOTED TO VERSE IN THE ENGLISH-SPEAKING WORLD. POETRY CONCLUDED ITS GUEST EDITOR PROGRAM WITH CHARIF SHANAHAN, WHO EDITED THREE ISSUES IN 2023. POETRY RECEIVED 20,439 SUBMISSION PACKETS, PAID $414,000 TO POETS, DONATED 13,000 ISSUES TO COMMUNITY ORGANIZATIONS, BUILDING VISITORS, AND EVENT ATTENDEES; AND BROUGHT POETRY TO 23,150 PRINT SUBSCRIBERS AND 33,000 POETRY MAGAZINE APP USERS. THE MAGAZINE CONTINUES TO PRIORITIZE DISCOVERING AND PROVIDING A PLATFORM FOR EMERGING POETS, PUBLISHING 126 FIRST-TIME CONTRIBUTORS, WHICH IS 50% OF THE POETS PUBLISHED IN 2023. THE FULL DIGITAL ARCHIVE OF POETRY MAGAZINE IS AVAILABLE TO USERS FOR FREE VIA POETRYFOUNDATION.ORG. 3,054,341
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
270,087,506
b
Average of monthly cash balances.......................
1b
5,259,144
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
275,346,650
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
275,346,650
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,130,200
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
271,216,450
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,560,823
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
13,560,823
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
86,580
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
56,446
c
Add lines 2a and 2b............................
2c
143,026
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,417,797
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,417,797
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
13,417,797
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
15,871,429
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
514,426
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
16,385,855
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 13,417,797
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...... 3,005,759
f Total of lines 3a through e ........ 3,005,759
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 16,385,855
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..... 13,417,797
e Remaining amount distributed out of corpus 2,968,058
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 5,973,817
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 ......
5,973,817
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 3,005,759
e Excess from 2023.... 2,968,058
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 e-mail address of the person to whom applications should be addressed:
MICHELLE T BOONE PRESIDENT
61 W SUPERIOR STREET
CHICAGO,IL60654
(312) 799-8072
GRANTS@POETRYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION AWARDS GRANTS TO US-BASED NONPROFIT ORGANIZATIONS THROUGH MULTIPLE INITIATIVES INCLUDING EQUITY IN VERSE AND POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION. USING A COMPETITIVE APPLICATION REVIEW PROCESS, GRANTS ARE AWARDED IN THE FORM OF GENERAL OPERATING SUPPORT FOR POETRY-BASED NONPROFIT ORGANIZATIONS AND IN THE FORM OF PROGRAM SUPPORT FOR POETRY PROGRAMS AT NONPROFIT ORGANIZATIONS.
cAny submission deadlines:
GUIDELINES AND DEADLINES ARE AVAILABLE ON THE FND'S WEBSITE AT WWW.POETRYFOUNDATION.ORG/GRANTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTACT THE ORGANIZATION
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
ABHIJIT SARMAH


101 DAVIS STREET
ATHENS,GA30606
NONE I FELLOWSHIP 2,000
ARIANA BENSON


906 MILBROOK ARCH
CHESPEAKE,VA23322
NONE I FELLOWSHIP 29,000
CORNELIUS EADY


1408 GRAINGER AVENUE
KNOXVILLE,TN37917
NONE I PEGASUS AWARD FOR SERVICE IN POETRY 25,000
DOUGLAS KEARNEY


952 IGLEHART AVENUE
SAINT PAUL,MN55104
NONE I PEGASUS AWARD FOR POETRY CRITICISM 10,000
EDYTHE RODRIGUEZ


7541 ROGERS AVENUE
UPPER DARBY,PA19082
NONE I FELLOWSHIP 2,000
JOURDAN LEE


930 NW 25TH PLACE
PORTLAND,OR97210
NONE I FELLOWSHIP 2,000
KALEEM HAWA


528 BERGEN STREET
BROOKLYN,NY11217
NONE I FELLOWSHIP 2,000
KIMIKO HAHN


550 SUNSET AVENUE
MATTITUCK,NY11952
NONE I RUTH LILLY POETRY PRIZE 100,000
KINSALE DRAKE


2000 POST STREET
SAN FRANCISCO,CA94115
NONE I FELLOWSHIP 2,000
LIGHT CHIBUIHE OBI BHION ACHIMBA


35 O STREET
SALT LAKE CITY,UT84103
NONE I FELLOWSHIP 29,000
RIVER HUIYING DANDELION CHAN


402 MOUNT PROSPECT AVENUE
NEWARK,NJ07104
NONE I FELLOWSHIP 2,000
RODOLFO AVELAR RODA AVELAR


3635 EAST BALCH AVENUE
FRESNO,CA93702
NONE I FELLOWSHIP 29,000
TARIQ THOMPSON


86 ELDERT STREET
BROOKLYN,NY11207
NONE I FELLOWSHIP 2,000
TOI DERRICOTTE


154 NORTH BELLEFIELD AVENUE
PITTSBURGH,PA15213
NONE I PEGASUS AWARD FOR SERVICE IN POETRY 25,000
VIVI TRAN CHRYSANTHEMUM


76 COMMUNITY DRIVE
PROVIDENCE,RI02905
NONE I FELLOWSHIP 29,000
WILLIE LEE KINARD


1404 FOURTH STREET
NEWBERRY,SC29108
NONE I FELLOWSHIP 29,000

826CHI INC NFP

1276 NORTH MILWAUKEE AVENUE
CHICAGO,IL60622
NONE PC EQUITY IN VERSE AND SPECIAL PROJECTS 35,000

ACADEMY OF AMERICAN POETS INC

75 MAIDEN LANE SUITE 901
NEW YORK,NY10038
NONE PC POETRY PROGRAMS, PARTNERSHIPS, INNOVATION AND SPONSORSHIP 60,000

ALTERNATIVE FIELD INC

135 NORTH AVENUE 50
LOS ANGELES,CA90042
NONE PC EQUITY IN VERSE 15,000

ARTS COUNCIL OF PRINCETON

102 WITHERSPOON STREET
PRINCETON,NJ08542
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 12,000

ASSOCIATION OF WRITERS AND WRITING PROGRAMS

440 MONTICELLO AVE STE 1802 PMB
73708
NORFOLK,VA23510
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 2024 CONFERENCE 10,975

BAMBOO RIDGE PRESS

PO BOX 61781
HONOLULU,HI96839
NONE PC EQUITY IN VERSE 25,000

BEFORE COLUMBUS FOUNDATION

655-13TH STREET SUITE 302
OAKLAND,CA94612
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 7,500

BEYOND BAROQUE FOUNDATION

681 VENICE BOULEVARD
VENICE,CA90291
NONE PC POETRY PROGRAMS, PARTNERSHIPS, INNOVATION AND SPONSORSHIP 32,500

BOA EDITIONS LTD

250 NORTH GOODMAN STREET SUITE 306
ROCHESTER,NY14607
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 25,000

BOARD OF TRUSTEES OF ILLINOIS STATE UNIVERSITY (OBSIDIAN LITERATURE & ARTS

1100 BUSINESS AND FINANCE
NORMAL,IL61790
NONE PC EQUITY IN VERSE 50,000

BREATHE INK

8407 GALENA VIEW DRIVE
CHARLOTTE,NC28269
NONE PC EQUITY IN VERSE 30,000

BURST INTO BOOKS

11001 SOUTH MICHIGAN AVENUE
CHICAGO,IL60628
NONE PC EQUITY IN VERSE 25,000

CARDBOARD HOUSE PRESS

201 ANGELL STREET 10
PROVIDENCE,RI02906
NONE PC EQUITY IN VERSE 25,000

CAVE CANEM FOUNDATION INC

20 JAY STREET SUITE 310-A
BROOKLYN,NY11201
NONE PC EQUITY IN VERSE 65,000

CENTER FOR BOOK ARTS INCORPORATED 1974

28 WEST 27TH STREET 3RD FLOOR
NEW YORK,NY10001
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 35,000

CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW INC (CHICAGO LAWYER'S

100 NORTH LASALLE STREET SUITE 600
CHICAGO,IL60602
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 6,000

CHICAGO LITERARY HALL OF FAME

4043 NORTH RAVENSWOOD AVENUE SUITE
222
CHICAGO,IL60613
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 5,000

CHICAGO THEATRE GROUP INC

170 NORTH DEARBORN STREET
CHICAGO,IL60601
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES FOR GOODMAN THEATRE 25,000

CITY OF CHICAGO - DEPARTMENT OF CULTURAL AFFAIRS AND SPECIAL EVENTS

121 NORTH LA SALLE STREET
CHICAGO,IL60602
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 30,000

CITYLIT PROJECT INC

120 WEST NORTH AVENUE SUITE 201
BALTIMORE,MD21201
NONE PC EQUITY IN VERSE 40,000

COMMUNITY LITERATURE INITIATIVE

2702 WEST FLORENCE AVENUE
LOS ANGELES,CA90043
NONE PC EQUITY IN VERSE FOR ALEGRIA BILLINGUAL BOOKSTORES AND ART COLLECTIVE 15,000

COMMUNITY OF LITERARY MAGAZINES AND PRESSES

154 CHRISTOPHER STREET 3C
NEW YORK,NY10014
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

COMMUNITY PARTNERS

1330 FACTORY PLACE UNIT F104
LOS ANGELES,CA90013
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION FOR WRITEGIRL, A PROJECT FOR COMMUNITY PARTNERS 25,000

CONTEXTOS NFP

2240 SOUTH MICHIGAN AVENUE
CHICAGO,IL60616
NONE PC EQUITY IN VERSE 40,000

COURT THEATRE FUND

5535 SOUTH ELLIS AVENUE
CHICAGO,IL60637
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 25,000

CROWNKEEPERS

PO BOX 7445
CHARLOTTE,NC28241
NONE PC EQUITY IN VERSE FOR SISTORIES 20,000

DIASPORIC VIETNAMESE ARTISTS NETWORK

1446 MARKET STREET
SAN FRANCISCO,CA94102
NONE PC EQUITY IN VERSE 40,000

ECOTHEO COLLECTIVE

811 SABINE STREET
HOUSTON,TX77007
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

FLOATING MUSEUM NFP

949 EAST 75TH STREET
CHICAGO,IL60605
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

FOGLIFTER PRESS

1200 CLAY STREET
SAN FRANCISCO,CA94108
NONE PC EQUITY IN VERSE 15,000

FRACTURED ATLAS INC

228 PARK AVENUE SOUTH 56651
NEW YORK,NY10003
NONE PC EQUITY IN VERSE FOR THE PHILLY PIGEON 20,000

FREEDOM READS

2666 STATE STREET SUITE 5A
HAMDEN,CT06517
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 45,000

FUSION PARTNERSHIPS INC

1601 GUILFORD AVENUE TWO SOUTH
BALTIMORE,MD21214
NONE PC EQUITY IN VERSE FOR DEWMORE BALTIMORE 35,000

GEMINI SERIES INC (GEMINI INK)

1111 NAVARRO STREET
SAN ANTONIO,TX78205
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

GOOD JOURNEY DEVELOPMENT FOUNDATION

5046 VERNON AVENUE
SAINT LOUIS,MO63113
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 18,000

GUERNICA INC

1000 UNION STREET APARTMENT 6B
BROOKLYN,NY11225
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

GUILD COMPLEX (GUILD LITERARY COMPLEX)

4043 NORTH RAVENSWOOD AVE SUITE 222
CHICAGO,IL60613
NONE PC EQUITY IN VERSE AND SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 36,000

HUB CITY WRITERS PROJECT

186 WEST MAIN STREET
SPARTANBURG,SC29306
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

HUBBARD STREET DANCE CHICAGO

1658 NORTH MILWAUKEE AVENUE
100-15838
CHICAGO,IL60647
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 5,000

ILLINOIS ARTS ALLIANCE

200 WEST MADISON STREET 3RD FLOOR
CHICAGO,IL60606
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 10,000

ILLINOIS HUMANITIES

125 SOUTH CLARK STREET SUITE 650
CHICAGO,IL60603
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 15,000

INSIDEOUT LITERARY ARTS PROJECT (INSIDEOUT LITERARY ARTS)

5201 CASS AVENUE PRENTIS HALL 3RD
FLOOR
DETROIT,MI48202
NONE PC EQUITY IN VERSE 50,000

KEARNY STREET WORKSHOP INC

1246 FOLSOM STREET SUITE 100
SAN FRANCISCO,CA94103
NONE PC EQUITY IN VERSE 35,000

KENT STATE UNIVERSITY (WICK POETRY CENTER)

PO BOX 5190
KENT,OH44242
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 25,000

KITCHEN TABLE LITERARY ARTS

PO BOX 5464
TAMPA,FL33675
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 15,000

KUUMBA LYNX

4501 NORTH CLARENDON AVENUE
CHICAGO,IL60640
NONE PC EQUITY IN VERSE AND SPECIAL PROJECTS AND OPPORTUNITIES 45,000

LAMBDA LITERARY FOUNDATION

PO BOX 20186
NEW YORK,NY10014
NONE PC EQUITY IN VERSE 45,000

LOVE NOW MEDIA INC

1315 WALNUT STREET 320
PHILADELPHIA,PA19107
NONE PC EQUITY IN VERSE 35,000

LUGAR COMUN INC

1350 PENNSYLVANIA AVENUE APARTMENT
203
MIAMI BEACH,FL33139
NONE PC EQUITY IN VERSE 25,000

MASSACHUSETTS POETRY OUTREACH

C/O GRUBSTREET 50 LIBERTY DRIVE
SUITE 500
BOSTON,MA02210
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

MILKWEED EDITIONS INC

1011 WASHINGTON AVENUE SOUTH SUITE
300
MINNEAPOLIS,MN55415
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

MINNESOTA PRISON WRITING WORKSHOP

PO BOX 7262
MINNEAPOLIS,MN55407
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

MIZNA

2446 UNIVERSITY AVENUE WEST SUITE
115
SAINT PAUL,MN55114
NONE PC EQUITY IN VERSE 35,000

NATIONAL BOOK FOUNDATION INC

90 BROAD STREET SUITE 604
NEW YORK,NY10004
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 15,000

NATIONAL POETRY SERIES INC

57 MOUNTAIN AVENUE
PRINCETON,NJ08540
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

NATIONAL YOUTH FOUNDATION

873 EAST BALTIMORE PIKE
KENNETT SQUARE,PA19348
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 10,000

NEAR SOUTH PLANNING BOARD

2600 S MICHIGAN AVE LL-C
CHICAGO,IL60616
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

NEBRASKA WRITERS COLLECTIVE

6001 DODGE STREET CEC 11713
OMAHA,NE68182
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

NOEMI PRESS

C/O GZEMSKI 2875 NORTH TUCSON
BOULEVARD APARTMENT 31
TUCSON,AZ85716
NONE PC EQUITY IN VERSE 20,000

NORTHWEST NEW MEXICO ARTS COUNCIL

PO BOX 2235
FARMINGTON,NM87499
NONE PC EQUITY IN VERSE 15,000

PEACE DEVELOPMENT FUND INC

3 PARK STREET
GREENFIELD,MA01060
NONE PC EQUITY IN VERSE FOR BREW AND FORGE 20,000

PEN AMERICA CENTER

588 BROADWAY SUITE 303
NEW YORK,NY10012
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

PEN PARENTIS

176 BROADWAY 14F
NEW YORK,NY10038
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

PHILADELPHIA CONTEMPORARY

1112 NORTH BODINE STREET
PHILADELPHIA,PA19123
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

POETIC JUSTICE INCORPORATED

PO BOX 4117
TULSA,OK74159
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

POETRY CENTER OF CHICAGO (CHICAGO POETRY CENTER)

1448 EAST 52ND STREET 256
CHICAGO,IL60615
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

POETRY SOCIETY OF AMERICA

119 SMITH STREET
BROOKLYN,NY11201
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

POETS IN NEED

PO BOX 5411
BEREKELY,CA94705
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

PRISON AND NEIGHBORHOOD ARTS-EDUCATION PROJECT

800 WEST BUENA AVENUE
CHICAGO,IL60613
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 15,000

PUBLIC MEDIA INSTITUTE

3519 SOUTH MORGAN STREET 1ST FLOOR
CHICAGO,IL60608
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP FOR CONTRATIEMPO NFP 15,000

RADICAL REVERSAL

136 LESLIE STREET
BLOOMFIELD,NJ07003
NONE PC EQUITY IN VERSE 50,000

RADIUS OF ARAB AMERICAN WRITERS INC

5007 HAPPY HOLLOW STREET
HOUSTON,TX77018
NONE PC EQUITY IN VERSE 15,000

RESILIENCE PARTNERS NFP

1907 NORTH ALBANY AVENUE C/O ELGIN
BOKARI SMITH
CHICAGO,IL60647
NONE PC EQUITY IN VERSE FOR STOMPING GROUNDS LITERARY ARTS INITIATIVE 30,000

SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC

PO BOX 29783
SANTA FE,NM87592
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION FOR DINTAH DRAMA FESTIVAL 50,000

SOUTHERN FRIED POETRY INC

3470 MCCLURE BRIDGE ROAD UNIT 3065
DULUTH,GA30096
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 18,000

SPLIT THIS ROCK INC

1301 CONNECTICUT AVENUE NW SUITE
600
WASHINGTON,DC20036
NONE PC EQUITY IN VERSE 40,000

STEPPENWOLF THEATER CO

1650 NORTH HALSTED STREET
CHICAGO,IL60614
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES / SPONSORSHIP 40,000

STREET POETS INC

2116 ARLINGTON AVENUE SUITE 310
LOS ANGELES,CA90018
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

THE ARTS AREA

408 SOUTH DARWOOD AVENUE
SAN DIMAS,CA91773
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION FOR THE POETRY LAB 25,000

THE BEAUTIFUL PROJECT INC

201 WEST MAIN STREET SUITE 100
DURHAM,NC27701
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 50,000

THE CARE CENTER

247 CABOT STREET
HOLYOKE,MA01040
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 40,000

THE POETRY FORUM INC (RHINO POETRY)

PO BOX 591
EVANSTON,IL60204
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 10,000

THE POETRY PROJECT LTD

131 EAST 10TH STREET
NEW YORK,NY10003
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 45,000

THE THURBER HOUSE INC

77 JEFFERSON AVENUE
COLUMBUS,OH43215
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 15,000

THE UNIVERSITY OF ARIZONA FOUNDATION

1111 NORTH CHERRY AVENUE
TUCSON,AZ85721
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION FOR THE UNIVERSITY OF ARIZONA POETRY CENTER 25,000

THE WATERING HOLE POETRY ORGANZIATION

PO BOX 1924
COLUMBIA,SC29202
NONE PC EQUITY IN VERSE 25,000

THE WRITERS CENTER (POET LORE)

C/O THE WRITERS CENTER 4508 WALSH
STREET
BETHESDA,MD20815
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 11,000

THIRD WORLD PRESS FOUNDATION INC

7822 SOUTH DOBSON AVENUE
CHICAGO,IL60619
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 20,000

TORCH LITERARY ARTS

5540 NORTH LAMAR BOULEVARD 39
AUSTIN,TX78751
NONE PC EQUITY IN VERSE 40,000

UGLY DUCKLING PRESSE LTD

232 THIRD STREET E303
BROOKLYN,NY11215
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 25,000

UNDER THE VOLCANO INTERNATIONAL INC

425 RIVERSIDE DRIVE - 14H
NEW YORK,NY10025
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 30,000

UNITED STATES ARTISTS INC

200 WEST MADISON STREET 3RD FLOOR
CHICAGO,IL60606
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES 65,000

UNIVERSITY OF NEBRASKA FOUNDATION

1400 R STREET
LINCOLN,NE68588
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES FOR AFRICAN POETRY BOOK FUND AT THE UNIVERSITY OF NEBRASKA 110,128

URBAN WORD NYC INC

PO BOX 1813
NEW YORK,NY10113
NONE PC EQUITY IN VERSE 45,000

VISUAL ART EXCHANGE INC

1107 STARKVILLE STREET
DURHAM,NC27713
NONE PC SPECIAL PROJECTS AND OPPORTUNITIES FOR THE GRIOT AND GREY OWL CONFERENCE 5,000

VOICES OF OUR NATIONS ARTS FOUNDATION INC

2820 SW 20TH STREET
MIAMI,FL33145
NONE PC EQUITY IN VERSE 30,000

WOODLAND PATTERN INC

2734 NORTH FRATNEY STREET
MILWAUKEE,WI53212
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION AND EQUITY IN VERSE FOR IN-NA-PO, INDIGENOUS NATIONS POETS 95,000

WORD A STORYTELLING SANCTUARY INC

757 EAST 20TH AVENUE SUITE 370-335
DENVER,CO80205
NONE PC EQUITY IN VERSE 45,000

WORDS WITHOUT BORDERS

147 PRINCE STREET
BROOKLYN,NY11201
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

WRITERS WITHOUT MARGINS INC

6 MAIN STREET EXTENSION 3997
PLYMOUTH,MA02361
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 20,000

YOUNG CHICAGO AUTHORS

1180 NORTH MILWAUKEE AVENUE SUITE 2
CHICAGO,IL60642
NONE PC EQUITY IN VERSE 45,000

YOURWORDS STL

725 KINGSLAND AVENUE SUITE 100
UNIVERSITY,MO63130
NONE PC POETRY PROGRAMS, PARTNERSHIPS, AND INNOVATION 10,000
TORRIN GREATHOUSE


110 W GRANT ST
MINNEAPOLIS,MN55403
NONE I PRIZE 1,000
JENNIFER CHANG


1502 HETHER ST
AUSTIN,TX78704
NONE I PRIZE 500
OMOTARA JAMES


2100 BEDFORD AVE
BROOKLYN,NY11226
NONE I PRIZE 5,000
YONGYU CHEN


95 PRENTISS STREET
SOMERVILLE,MA02143
NONE I PRIZE 500
LENA KHALAF


12019 178TH PL NE
REDMOND,WA98052
NONE I PRIZE 500
NIKKY FINNEY


516 CONGAREE AVE
COLUMBIA,SC29205
NONE I PRIZE 1,000
RODOLFO AVELAR


3635 E BALCH AVE
FRESNO,CA93702
NONE I PRIZE 1,000
MICHELLE PENALOZA


76221 MAIN STREET
COVELO,CA95428
NONE I PRIZE 500
ABIGAIL SULLIVAN


4703 WHITBY PLACE
GREENSBORO,NC27406
NONE I RECITATION PRIZE 1,000
AMELIA CAMILE ESCALANTE


9607 S 24TH ST
BELLEVUE,NE68147
NONE I RECITATION PRIZE 1,000

AUBURN CITY BOARD OF EDUCATION

855 EAST SAMFORD AVE
AUBURN,AL36830
NONE PC RECITATION PRIZE 500

BELLEVUE PUBLIC SCHOOLS

2600 ARBORETUM DR
BELLEVUE,NE68005
NONE PC RECITATION PRIZE 500

BENJAMIN FRANKLIN HIGH SCHOOL

2001 LEON C SIMON BLVD
NEW ORLEANS,LA70122
NONE PC RECITATION PRIZE 200

BRIDGEPORT HIGH SCHOOL

515 JOHNSON AVE
BRIDGEPORT,WV26416
NONE PC RECITATION PRIZE 500
DANIEL BRADY


1210 S WALTER REED DR
ARLINGTON,VA22204
NONE I RECITATION PRIZE 500
EDWARD EARL WILSON JR


2700 MCDOWELL ROAD EXT
JACKSON,MS39204
NONE I RECITATION PRIZE 10,000

GRANITE BAY HIGH SCHOOL

1 GRIZZLY WAY
GRANITE BAY,CA95746
NONE PC RECITATION PRIZE 200

GUILFORD COUNTY BOARD OF EDUCATION

712 NORTH EUGENE ST
GREENSBORO,NC27401
NONE PC RECITATION PRIZE 500
H-DIRKSEN L BAUMAN


517 LINCOLN AVE
TAKOMA PARK,MD20912
NONE I RECITATION PRIZE 500

INDIAN CREEK SCHOOL INC

1130 ANNE CHAMBERS WAY
CROWNSVILLE,MD21032
NONE PC RECITATION PRIZE 500

INDIANA HUMANITIES COUNCIL INC

1500 N DELAWARE STREET
INDIANAPOLIS,IN46202
NONE PC RECITATION PRIZE 1,000

JACKSON PREPARATORY SCHOOL FOUNDATION

PO BOX 4940
JACKSON,MS39296
NONE PC RECITATION PRIZE 500

LANCASTER COUNTRY DAY SCHOOL

725 HAMILTON
LANCASTER,PA17603
NONE PC RECITATION PRIZE 500

LOUDOUN COUNTY PUBLIC SCHOOLS

21000 EDUCATION CT
ASHBURN,VA20148
NONE PC RECITATION PRIZE 500
MADISON HARRIS


2602 LADY GROVE RD
BOWIE,MD20721
NONE I RECITATION PRIZE 5,000
MATTHEW VALENTINE


2610 WOOD DRIVE SOUTHWEST
OLYMPIA,WA98512
NONE I RECITATION PRIZE 1,000

MINOT HIGH SCHOOL

1100 11TH AVE SW
MINOT,ND58701
NONE PC RECITATION PRIZE 500
MORGAN LEANNE SPROUSE


778 W SHANNON RD
BRIDGEPORT,WV26330
NONE I RECITATION PRIZE 1,000
NATRONA COUNTY PUBLIC LIBRARY


307 E 2ND ST
CASPER,WY82601
NONE I RECITATION PRIZE 500

NORTHSIDE INDEPENDENT SCHOOL DISTRICT

5900 EVERS ROAD
SAN ANTONIO,TX78238
NONE PC RECITATION PRIZE 500

OLYMPIA HIGH SCHOOL

1113 LEGION WAY SE
OLYMPIA,WA98501
NONE PC RECITATION PRIZE 500

POLSON SCHOOL DISTRICT #23

111 4TH AVE EAST
POLSON,MT59860
NONE PC RECITATION PRIZE 1,000
SIMON ANDREW SHIEH


4226 7TH ST NW UNIT 201
WASHINGTON,DC20011
NONE I RECITATION PRIZE 500

SOUTH BROWN COUNTY USD 430

522 CENTRAL AVE
HORTON,KS66439
NONE PC RECITATION PRIZE 500
SREEPADAARCHANA MUNJULURI


3024 ROLLING HILL DR
COLUMBUS,IN47201
NONE I RECITATION PRIZE 20,000

STATE DEPT OF EDUCATION

255 CAPITOL ST NE
SALEM,OR97310
NONE PC RECITATION PRIZE 500

STATE OF DELAWARE

1417 NEWPORT ROAD
WILMINGTON,DE19804
NONE PC RECITATION PRIZE 500
STELLA WRIGHT


1410 LOUSIANA AVE N
GOLDEN VALLEY,MN55427
NONE I RECITATION PRIZE 1,000
VANESSA LEE


1200 WHEATLAND AVE
LANCASTER,PA17603
NONE I RECITATION PRIZE 1,000
VICTORIA LAINE JELKS


1247 1ST AVE W
HORTON,KS66439
NONE I RECITATION PRIZE 1,000
WICA-TA-WI HOKSINA BROWN


9 5TH AVE W
POLSON,MT59860
NONE I RECITATION PRIZE 1,000
YASMINE EMILY BIAZ


2360 SPRINGWOOD DRIVE
AUBURN,AL36830
NONE I RECITATION PRIZE 1,000

MOTOR CITY SINGS

153 ARDEN PARK BLVD
DETROIT,MI48202
NONE PC EQUITY IN VERSE 20,000
RECITATION GRANTS - DETAIL UPON REQ


61 W SUPERIOR ST
CHICAGO,IL60654
NONE I RECITATION PRIZES 52,119
OMAR SAKR


78/9 MARION ST
AUBURN,NSW2144
AS
NONE I PRIZE 1,000
Total .................................right arrow 3a 3,524,622
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
aMAGAZINE SUBSCRIPTIONS         683,351
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 8,136,669  
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 -1,275,807  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISC INCOME
    01 9,948  
bADVERTISING INCOME 541800 16,880      
cROYALTY INCOME     15 13,454  
dSALE OF MAIL LISTS 541800 6,731      
e
12 Subtotal. Add columns (b), (d), and (e) .. 23,611 6,884,264 683,351
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,591,226
(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.)
1A SUPPORT DISTRIB OF MAGAZINE TO BRING POETRY TO LARGEST AUDIENCE
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:
THE POETRY FOUNDATION
EIN:
36-2490808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT 77,797 7,385   61,412

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

TY 2023 DepreciationSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAND   7,263,478   L   0 0    
BUILDINGS   14,649,848 5,940,292 SL 39.000000000000 203,470 0    
DIGITAL ASSETS   3,027,141 2,980,025 200DB 5.000000000000 9,423 0    
EQUIPMENT   247,600 218,474 200DB 5.000000000000 5,825 0    
BOOKS   247,543 187,625 200DB 5.000000000000 11,984 0    

TY 2023 GeneralExplanationAttachment
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Identifier Return Reference Explanation
GRANTS AND CONTRIBUTIONS 990-PF PART XIV LINE 3 *INFORMATION RELATING TO THE RECITATION PRIZES, IS AVAILABLE AT THE TAXPAYER'S OFFICE 61 WEST SUPERIOR ST, CHICAGO, IL 60654

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL BOND FUNDS 44,009,856 44,009,856

TY 2023 InvestmentsCorpStockSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Name of Stock End of Year Book Value End of Year Fair Market Value
DOMESTIC EQUITIES 90,576,538 90,576,538
INTERNATIONAL EQUITIES 37,067,254 37,067,254

TY 2023 InvestmentsOtherSchedule2
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEIX FUND AT COST 11,810,518 11,810,518
PRIVATE EQUITY AT COST 30,399,928 30,399,928
REAL ESTATE AT COST 18,511,925 18,511,925
NATURAL RESOURCES AT COST 164,359 164,359
CREDIT FUND AT COST 34,587,207 34,587,207
OTHER AT COST 7,826,344 7,826,344

TY 2023 LandEtcSchedule2
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 7,263,478 0 7,263,478 7,263,478
BUILDINGS 14,649,848 6,143,762 8,506,086 8,506,086
DIGITAL ASSETS 3,027,141 2,989,448 37,693 37,693
EQUIPMENT 247,600 224,299 23,301 23,301
BOOKS 247,543 199,609 47,934 47,934


TY 2023 LegalFeesSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 71,437 0   74,155


TY 2023 OtherAssetsSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTERESTS IN TRUSTS 3,988,476 3,001,324 3,001,324


TY 2023 OtherExpensesSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING & PR 767,882 0   731,357
BAD DEBT 10,121 0   10,121
BANK CHARGES 25,913 0   25,913
BOOKS /CDS 43,768 0   43,768
DISTRIBUTOR OPERATING EXP AND COGS 18,739 0   18,739
DUES AND MEMBERSHIPS 20,107 0   20,107
MISCELLANEOUS -118,766 0   40,939
IT MANAGED SERVICES 78,369 0   78,369
OFFICE INSURANCE 126,229 0   90,170
OFFICE MAINTENANCE 17,401 0   17,401
OFFICE SUPPLIES AND EQUIPMENT 69,437 0   69,437
PRINTING AND PROMOTION 1,873,705 0   1,913,455
PUBLICATION EXPENSES 599,192 0   599,192
RECRUITMENT 74,491 0   74,491
REPAIRS AND MAINTENANCE 235,205 0   235,205
SECURITY 86,318 0   86,318
SUBSCRIPTION SERVICES 35,711 0   35,711
TELEPHONE 25,690 0   25,690
TRAINING & PROF DEVELOPMENT 20,387 0   20,387


TY 2023 OtherIncomeSchedule2
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1S   256,738  
K-1 ROYALTIES 0 257 0
MAGAZINE SUBSCRIPTIONS 683,351   683,351
MISC INCOME 9,948   9,948
ADVERTISING INCOME 16,880   16,880
ROYALTY INCOME 13,454   13,454
SALE OF MAIL LISTS 6,731   6,731


TY 2023 OtherIncreasesSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Description Amount
UNREALIZED GAIN/LOSS 19,101,748


TY 2023 OtherProfessionalFeesSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US BANK CUSTODIAL FEES 45,638 45,638   0
INVESTMENT MANAGEMENT FEES 1,617,791 956,268   0
CONSULTANTS 604,298 0   694,081


TY 2023 TaxesSchedule
Name:
THE POETRY FOUNDATION
EIN:
36-2490808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISC 399,553 0   0