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 SIRAGUSA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 E WACKER DR 1850
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606011474
A Employer identification number

36-3100492
B Telephone number (see instructions)

(312) 755-0064
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$22,374,050J Accounting method:
MODIFIED CASH
(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      
4 Dividends and interest from securities... 390,377 390,377  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 778,801
b Gross sales price for all assets on line 6a 14,267,327
7 Capital gain net income (from Part IV, line 2)... 778,801
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)....... Click to see attachment
List of Attached Documents:
// Content
237 237  
12 Total. Add lines 1 through 11........ 1,169,415 1,169,415  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,320 41,580   124,740
14 Other employee salaries and wages...... 100,800 24,828   75,600
15 Pension plans, employee benefits....... 15,951 3,988   11,963
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,000 24,000   8,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
124,728 124,728   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35,239 13,256   14,983
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,052 0  
20 Occupancy.............. 94,921 23,730   71,191
21 Travel, conferences, and meetings....... 92,947 23,237   69,963
22 Printing and publications.......... 653 163   490
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
73,275 17,036   56,239
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 737,886 296,546   433,169
25 Contributions, gifts, grants paid....... 1,131,798 1,131,798
26 Total expenses and disbursements. Add lines 24 and 25 1,869,684 296,546   1,564,967
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -700,269
b Net investment income (if negative, enter -0-) 872,869
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......... 447,845 1,295,544 1,295,544
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) 2,754,777 Click to see attachment
List of Attached Documents:
// Content
3,545,312 		3,564,449
b Investments—corporate stock (attach schedule)....... 13,365,224 Click to see attachment
List of Attached Documents:
// Content
11,699,861 		15,777,773
c Investments—corporate bonds (attach schedule)....... 2,619,431 Click to see attachment
List of Attached Documents:
// Content
1,945,975 		1,731,477
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow69,298
Less: accumulated depreciation (attach schedule) right arrow69,298 1,052 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,429 		Click to see attachment
List of Attached Documents:
// Content
4,807 		Click to see attachment
List of Attached Documents:
// Content
4,807
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,190,758 18,491,499 22,374,050
Liabilities 17 Accounts payable and accrued expenses.......... 14,993 16,003
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)......... 14,993 16,003
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 19,175,765 18,475,496
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 19,175,765 18,475,496
30 Total liabilities and net assets/fund balances (see instructions). 19,190,758 18,491,499
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
19,175,765
2
Enter amount from Part I, line 27a .....................
2
-700,269
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,475,496
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
18,475,496
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,267,327   13,488,526 778,801
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       778,801
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 778,801
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 12,133
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 12,133
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 12,133
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,868
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,868
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 6,735
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,735 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SIRAGUSA.ORG
14
The books are in care ofright arrowJOHN E HICKS JR Telephone no.right arrow (312) 755-0064

Located atright arrow1 E WACKER DR SUITE 1850CHICAGOIL ZIP+4right arrow606011474
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
ALISA S PERROTTE SECRETARY/DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
CAITLYN R HICKS TREASURER/DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
CHARLES D FOX IV DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
IRENE S PHELPS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
ISABEL K SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JAMES DURKAN DIRECTOR
0.70 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN E HICKS JR EXECUTIVE DIRECTOR/ASST SE
40.00 		166,320 24,569 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN R SIRAGUSA III VICE PRESIDENT/DIRECTOR
0.70 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN ROSS HICKS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
MARCO SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
MICHAEL T HICKS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
NOAH GINSBURG DIRECTOR
0.50 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
PHILIP SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
ROSS D SIRAGUSA III PRESIDENT, CHAIR
1.50 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
SINCLAIR C SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
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
CRYSTAL ROBINSON PROGRAM OFFICER
40.00 		100,800 13,311 0
1 EAST WACKER SUITE 1850
CHICAGO,IL606011474
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
DAKOTA WEALTH MANAGEMENT INVESTMENT ADVISORY 62,706
11376 N JOG RD STE 101
PALM BEACH GARDENS,FL33418
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,404,199
b
Average of monthly cash balances.......................
1b
159,536
c
Fair market value of all other assets (see instructions)................
1c
4,380
d
Total (add lines 1a, b, and c).........................
1d
21,568,115
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
21,568,115
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
323,522
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,244,593
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,062,230
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
1,062,230
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,133
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,133
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,050,097
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,050,097
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
1,050,097
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
1,564,967
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
1,564,967
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 1,050,097
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...... 363,591
b From 2019...... 403,405
c From 2020...... 412,434
d From 2021...... 275,816
e From 2022...... 426,596
f Total of lines 3a through e ........ 1,881,842
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,564,967
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..... 1,050,097
e Remaining amount distributed out of corpus 514,870
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 2,396,712
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) ... 		363,591
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,033,121
10 Analysis of line 9:
a Excess from 2019.... 403,405
b Excess from 2020.... 412,434
c Excess from 2021.... 275,816
d Excess from 2022.... 426,596
e Excess from 2023.... 514,870
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

3ARTS INC

200 W MADISON STREET FL 3
CHICAGO,IL60601 		NONE PC MAKE A WAVE FUND AND GENERAL OPERATING 10,500

A SAFE HAVEN FOUNDATION

2750 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC CENTER FOR WORKFORCE DEVELOPMENT 15,000

ADLER PLANETARIUM

1300 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC ADLER TEEN LEADERS ADVANCING STEM PROGRAM AND GENERAL OPERATING 10,000

ALBANY PARK THEATER PROJECT

PO BOX 25072
CHICAGO,IL60625 		NONE PC GENERAL OPERATING 10,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVENUE SUITE 700
CHICAGO,IL60601 		NONE PC EDUCATION PROGRAMS 5,000

ALTERNATIVES INCORPORATED

5700 S PRARIE AVE
CHICAGO,IL60637 		NONE PC GENERAL OPERATING 10,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		NONE PC SCHOLARSHIP PROGRAM 20,000

ART INSTITUTE OF CHICAGO

111 SOUTH MICHIGAN AVENUE
CHICAGO,IL60603 		NONE PC TEACHING EXPERIENCES AT THE ART MUSEUM (TEAM) 10,000

ASSOCIATED COLLEGES OF ILLINOIS

70 EAST LAKE ST SUITE 418
CHICAGO,IL60601 		NONE PC PEER MENTORING PROGRAM 10,000

BIG SHOULDERS FUND

212 W VAN BUREN SUITE 900
CHICAGO,IL60607 		NONE PC EMERGENCY SCHOLARSHIP FUND 10,000

BOTTOM LINE

200 N LASALLE ST 2175
CHICAGO,IL60601 		NONE PC GENERAL OPERATING SUPPORT FOR BOTTOM LINE CHICAGO 10,000

BRAVEN INC

100 N LASALLE ST STE 310
CHICAGO,IL60602 		NONE PC GENERAL OPERATING 10,000

BREAKTHROUGH SACRAMENTO

3400 3RD AVE
SACRAMENTO,CA95841 		NONE PC GENERAL OPERATING 10,000

BUILD

5100 WEST HARRISON STREET
CHICAGO,IL60644 		NONE PC RESTORATIVE JUSTICE & INTERVENTION INITIATIVE 15,000

CAPITAL STAGE COMPANY

2215 J ST
SACRAMENTO,CA95816 		NONE PC GENERAL OPERATING 300

CARA COLLECTIVE

237 S DESPLAINES
CHICAGO,IL60661 		NONE PC GENERAL OPERATING 10,000

CENTER FOR CHANGING LIVES

1955 N ST LOUIS 101
CHICAGO,IL60647 		NONE PC GENERAL OPERATING 10,000

CHALLENGED ATHLETES INC

9591 WAOKES STREET
SAN DIEGO,CA92121 		NONE PC GENERAL OPERATING 250

CHATHAM HALL SCHOOL

800 CHATHAM HALL CIRCLE
CHATHAM,VA24531 		NONE PC GENERAL OPERATING 2,500

CHICAGO BOTANIC GARDEN

1000 LAKE COOK ROAD
GLENCOE,IL60022 		NONE PC WINDY CITY HARVEST 10,000

CHICAGO CARES

1200 W 35TH ST UNIT 302
CHICAGO,IL60609 		NONE PC GENERAL OPERATING 10,000

CHICAGO HIGH SCHOOL FOR THE ARTS FOUNDATION

PO BOX 772076
CHICAGO,IL60677 		NONE PC STUDENT ASSISTANCE FUND 10,000

CHICAGO OPERA THEATER

PO BOX 180120
CHICAGO,IL60618 		NONE PC OPERA FOR ALL PROGRAM 10,000

CHICAGO SINFONIETTA

70 EAST LAKE STREET SUITE 1430
CHICAGO,IL60601 		NONE PC AUDIENCE ENGAGEMENT FOR UNDESERVED AUDIENCES IN CHICAGO 10,000

CHICAGO WOMEN IN PHILANTHROPY

400 E RANDOLPH ST 2305
CHICAGO,IL60601 		NONE PC WOMEN'S MENTORING AND LEADERSHIP PROGRAM 1,000

CHILDREN'S HOME & AID SOCIETY

200 W MONROE STREET STE 2100
CHICAGO,IL60606 		NONE PC ENGLEWOOD EARLY HEAD START 10,000

CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION

225 EAST CHICAGO AVENUE
CHICAGO,IL60611 		NONE PC CENTER FOR CHILDHOOD RESILIENCE 15,000

COLLEGE POSSIBLE

833 N ORLEANS ST STE 400
CHICAGO,IL60610 		NONE PC GENERAL OPERATING 10,000

COMMUNITIES IN SCHOOLS (CIS)

815 W VAN BUREN ST SUITE 300
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 10,000

COMMUNITY FOUNDATION OF NORTHEAST FLORIDA

245 RIVERSIDE AVE 310
JACKSONVILLE,FL32202 		NONE PC GENERAL OPERATING 3,763

CONNECTIONS FOR ABUSED WOMEN & THEIR CHILDREN

1116 N KEDZIE 5TH FLOOR
CHICAGO,IL60651 		NONE PC GENERAL OPERATING 10,000

ELMHURST UNIVERSITY

190 PROSPECT AVENUE
ELMHURST,IL60126 		NONE PC SCHOLARSHIP FUND 20,000

ERIE FAMILY HEALTH CENTER

1701 W SUPERIOR 3RD FLOOR
CHICAGO,IL60622 		NONE PC WESTSIDE H3: HEALTHY MINDS. HEALTHY CHILDREN. HEALTHY CHICAGO 10,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 2,500

FAMILY FOCUS

5467 S UNIVERSITY AVE
CHICAGO,IL60615 		NONE PC ENGLEWOOD FAMILY SUPPORT SERVICES 10,000

FOREFRONT

200 W MADISON AVE 2ND FLOOR
CHICAGO,IL60606 		NONE PC GENERAL OPERATING 2,135

FRIENDS OF THE CHICAGO RIVER

411 SOUTH WELLS STREET SUITE 800
CHICAGO,IL60607 		NONE PC ADOPT-A-RIVER: RIVER VOLUNTEER STEWARDSHIP PROGRAM (RSVP) 7,500

GOODMAN THEATRE

170 NORTH DEARBORN STREET
CHICAGO,IL60601 		NONE PC TEACHING ARTIST PROGRAM 10,000

GROWING HOME

6429 S HONORE ST
CHICAGO,IL60636 		NONE PC GENERAL OPERATING 10,000

HARRIS THEATER FOR MUSIC AND DANCE

205 EAST RANDOLPH DR
CHICAGO,IL60601 		NONE PC ACCESS TICKETS PROGRAM 10,000

HOWARD BROWN HEALTH

PO BOX 13500
CHICAGO,IL60613 		NONE PC BROADWAY YOUTH CENTER (BYC) 20,000

HUBBARD STREET DANCE THEATER

1658 MILWAUKEE AVE 100-15838
CHICAGO,IL60647 		NONE PC EDUCATION, YOUTH AND COMMUNITY PROGRAMS 10,000

ILLINOIS WESLEYAN UNIVERSITY

1312 PARK ST
BLOOMINGTON,IL61701 		NONE PC SCHOLARSHIPS 20,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 WEST FULLERTON
CHICAGO,IL60647 		NONE PC CHILD-CENTERED HEALTH AND ADVANCED THERAPIES (CHAT) PROGRAM 10,000

INGENUITY INCORPORATED

440 N WELLS ST STE 505
CHICAGO,IL60654 		NONE PC CREATIVE SCHOOLS INITIATIVE AND INGENUITY INSTITUTES 10,000

INSPIRATION CORPORATION

4554 N BROADWAY SUITE 207
CHICAGO,IL60640 		NONE PC FOODSERVICE TRAINING AND EMPLOYMENT SERVICES 10,000

INTERNATIONAL GAME FISH ASSOCIATION

300 GULF STREAM WAY
DANIA,FL33004 		NONE PC EDUCATIONAL PROGRAM 2,500

JOHN G SHEDD AQUARIUM

1200 S DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC GENERAL LEARNING PROGRAM 10,000

JOSEPHINUM ACADEMY

1501 N OAKLEY BLVD
CHICAGO,IL60622 		NONE PC SCHOLARSHIP PROGRAM 5,000

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED STREET
CHICAGO,IL60614 		NONE PC CONNECT TO KIDS PROGRAM 10,000

K9'S FOR WARRIORS

114 CAMP K9 RD
PONTE VEDRA,FL32081 		NONE PC GENERAL OPERATING 13,600

KESHET

610 ACADEMY DR
NORTHBROOK,IL60062 		NONE PC GENERAL OPERATING SUPPORT 10,000

LINCOLN PARK ZOO

2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PC EDUCATION DEPARTMENT PROGRAMS 10,000

LITTLE BROTHERS FRIENDS OF THE ELDERLY

355 NORTH ASHLAND AVENUE
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 5,000

LOOKINGGLASS THEATRE COMPANY

3320 W FOSTER AVE 102
CHICAGO,IL60625 		NONE PC GENERAL OPERATING 10,000

LOYOLA ACADEMY

1100 LARAMIE AVENUE
WILMETTE,IL60091 		NONE PC SCHOLARSHIP PROGRAM 10,000

LOYOLA UNIVERSITY OF CHICAGO

WATER TOWER CAMPUS 820 N MICHIGAN
AVE SUITE 1512
CHICAGO,IL60611 		NONE PC S.T.A.R.S MENTORING PROGRAM (STUDENTS TOGETHER ARE REACHING SUCCESS) 20,000

LYRIC OPERA OF CHICAGO

20 NORTH WACKER DRIVE SUITE 860
CHICAGO,IL60606 		NONE PC LYRIC UNLIMITED 10,000

MARILLAC ST VINCENT FAMILY SERVICES INC

2145 N HALSTED
CHICAGO,IL60614 		NONE PC GENERAL OPERATING 10,000

MARWEN

833 NORTH ORLEANS STREET
CHICAGO,IL60610 		NONE PC COLLEGE AND CAREER PROGRAMS 10,000

MAYO FOUNDATION

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) AND GENERAL OPERATING 20,000

MERIT SCHOOL OF MUSIC

JOY FAITH KNAPP MUSIC CENTER 38
SOUTH PEORIA
CHICAGO,IL60607 		NONE PC SCHOLARSHIPS 10,000

METROPOLITAN FAMILY SERVICES

101 N WACKER DR 17TH FLOOR
CHICAGO,IL60606 		NONE PC COMM. PARTNERING 4 PEACE 10,000

MIDTOWN EDUCATIONAL FOUNDATION

718 SOUTH LOOMIS STREET
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 10,000

MIKVA CHALLENGE

200 S MICHIGAN AVE STE 1000
CHICAGO,IL60604 		NONE PC GENERAL OPERATING 10,000

MUSEUM OF CONTEMPORARY ART

220 E CHICAGO AVENUE
CHICAGO,IL60611 		NONE PC S.P.A.C.E. PROGRAM 10,000

NAMI - METRO SUBURBAN

816 HARRISON ST
OAK PARK,IL60304 		NONE PC GENERAL OPERATIG 1,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING 2,500

NEWBERRY LIBRARY

60 WEST WALTON STREET
CHICAGO,IL60610 		NONE PC K-12 TEACHER PROGRAM 10,000

NEWROOT LEARNING INSTITUTE

910 W VAN BUREN STREET SUITE 710
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 10,000

NORTH CHICAGO COMMUNITY PARTNERS

855 SKOKIE HIGHWAY SUITE E
LAKE BLUFF,IL60044 		NONE PC GENERAL OPERATING 10,000

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS CT STE 800
CHICAGO,IL60611 		NONE PC TRANSITIONAL CARE CLINIC 15,000

NORTHWESTERN UNIVERSITY

1800 SHERIDAN ROAD
EVANSTON,IL60208 		NONE PC SCHOLARSHIPS 20,000

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC

1400 W AUGUSTA BLVD
CHICAGO,IL60642 		NONE PC GENERAL OPERATING 7,500

ONE MILLION DEGREES

180 N WABASH STE 310
CHICAGO,IL60601 		NONE PC GENERAL OPERATING 10,000

ONEGOAL

180 N WABASH AVE STE 800
CHICAGO,IL60601 		NONE PC GENERAL OPERATING 10,000

OPENLANDS

25 E WASHINGTON ST SUITE 1650
CHICAGO,IL60602 		NONE PC GENERAL OPERATING 10,000

PARTNERSHIP FOR COLLEGE COMPLETION

200 S MICHIGAN AVE STE 1410
CHICAGO,IL60604 		NONE PC GENERAL OPERATING 20,000

PEOPLE'S MUSIC SCHOOL

931 W EASTWOOD AVE
CHICAGO,IL60640 		NONE PC GENERAL OPERATING 10,000

PLAYMAKERS LABORATORY (BARREL OF MONKEYS)

PO BOX 408368
CHICAGO,IL60640 		NONE PC GENERAL OPERATING 10,000

POWER SHIFT NETWORK

2000 14TH ST NW 73116
WASHINGTON,DC20056 		NONE PC GENERAL OPERATING 1,000

PROJECT EXPLORATION

4511 SOUTH EVANS
CHICAGO,IL60653 		NONE PC GENERAL OPERATING 10,000

PUBLIC ALLIES

180 N MICHIGAN AVE SUITE 1016
CHICAGO,IL60601 		NONE PC GENERAL OPERATING 10,000

RESTORE

2500 KING LOUIS DR
JACKSONVILLE,FL32254 		NONE PC GENERAL OPERATING 10,750

ROOSEVELT UNIVERSITY

430 S MICHIGAN AVE
CHICAGO,IL60605 		NONE PC SCHOLARSHIPS 20,000

RUSH UNIVERSITY

1201 W HARRISON ST
CHICAGO,IL60605 		NONE PC NURSING SCHOLARSHIP 20,000

SAINT ANTHONY HOSPITAL

2875 W 19TH STREET
CHICAGO,IL60623 		NONE PC GENERAL OPERATING 500

SALVATION ARMY

5040 N PULASKI RD
CHICAGO,IL60630 		NONE PC WONDERLAND CAMP 5,000

SCHOOL OF THE ART INSTITUTE OF CHICAGO

116 S MICHIGAN AVE 5TH FLOOR
CHICAGO,IL60603 		NONE PC SIRAGUSA FOUNDATION CHIARTS SCHOLARSHIP 20,000

SHORE COMMUNITY SERVICES INC

8350 LARAMIE AVENUE
SKOKIE,IL60077 		NONE PC GENERAL OPERATING 10,000

SILK ROAD RISING

150 N MICHIGAN AVE STE 1970
CHICAGO,IL60601 		NONE PC GENERAL OPERATING 10,000

SIT STAY READ

2849 N CLARK STREET
CHICAGO,IL60657 		NONE PC GENERAL OPERATING 10,000

SKYART

3026 E 91ST
CHICAGO,IL60617 		NONE PC GENERAL OPERATING 10,000

SOIL BORN FARMS

2140 CHASE DR
RANCHO CORDOVA,CA95670 		NONE PC YOUTH CORPS EDUCATION PROGRAMS AND GENERAL OPERATING 10,000

STEPPENWOLF

1700 NORTH HALSTED STREET
CHICAGO,IL60614 		NONE PC STEPPENWOLF FOR YOUNG ADULTS 10,000

TEACH FOR AMERICA-JACKSONVILLE

214 N HOGAN STREET STE 6010
JACKSONVILLE,FL32202 		NONE PC GENERAL OPERATING 1,000

THE CHICAGO COMMUNITY TRUST

33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PC GENERAL OPERATING 10,000

THE CHICAGO LIGHTHOUSE

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC TRANSITIONAL JOBS PROGRAM 10,000

THE COVE SCHOOL

350 LEE ROAD
NORTHBROOK,IL60062 		NONE PC SCHOLARSHIP FUND 10,000

THE CRADLE FOUNDATION

2049 RIDGE AVENUE
EVANSTON,IL60201 		NONE PC SPECIAL NEEDS INFANT ADOPTION PROGRAM 10,000

THE FIELD MUSEUM

1400 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC COMMUNITY OUTREACH PROGRAMS 10,000

THE JOFFREY BALLET OF CHICAGO

10 EAST RANDOLPH STREET
CHICAGO,IL60601 		NONE PC COMMUNITY ENGAGEMENT 10,000

THE NIGHT MINISTRY

1735 N ASHLAND AVE STE 2000
CHICAGO,IL60622 		NONE PC HEALTH AND OUTREACH MINISTRY 10,000

THE UNIVERSITY OF CHICAGO

5235 S HARPER COURT 5TH FLOOR
CHICAGO,IL60615 		NONE PC SCHOLARSHIPS 20,000

THRESHOLDS

4101 N RAVENSWOOD AVENUE
CHICAGO,IL60613 		NONE PC WOMEN VETERAN HEALTH INITIATIVE 10,000

TUESDAY'S CHILD CO GORDON TECH HIGH SCHOOL

3633 N CALIFORNIA AVENUE
CHICAGO,IL60618 		NONE PC GENERAL OPERATING 10,000

UNITED NEGRO COLLEGE FUND

105 W ADAMS STREET SUITE 2400
CHICAGO,IL60603 		NONE PC SCHOLARSHIPS 20,000

UNITING VOICES CHICAGO -(FORMERLY CHICAGO CHILDREN'S CHOIR)

78 E WASHINGTON ST 5TH FLOOR
CHICAGO,IL60602 		NONE PC CHICAGO CHILDREN'S CHOIR'S PILSEN/LITTLE VILLAGE NEIGHBORHOOD CHOIR 10,000

URBAN GATEWAYS

1637 N ASHLAND AVE STE 1
CHICAGO,IL60622 		NONE PC GENERAL OPERATING 10,000

USO OF ILLINOIS

333 N MICHIGAN AVE STE 2226
CHICAGO,IL60601 		NONE PC GENERAL OPERATING 10,000

WEST POINT SCHOOL OF MUSIC

7411 S STONEY ISLAND AVE
CHICAGO,IL60649 		NONE PC GENERAL OPERATING 1,000

YMCA OF METROPOLITAN CHICAGO

1030 WEST VAN BUREN
CHICAGO,IL60607 		NONE PC SAFE COMMUNITIES 10,000
Total .................................right arrow 3a 1,131,798
bApproved for future payment

A SAFE HAVEN FOUNDATION
2750 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC GENERAL OPERATIONS 15,000

ALBANY PARK THEATER PROJECT
PO BOX 25072
CHICAGO,IL60625 		NONE PC GENERAL OPERATIONS 10,000

AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD
DENVER,CO80221 		NONE PC GENERAL OPERATIONS 20,000

ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUE
CHICAGO,IL60603 		NONE PC GENERAL OPERATIONS 10,000

BOTTOM LINE
200 N LASALLE ST 2175
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

BRAVEN INC
100 N LASALLE ST STE 310
CHICAGO,IL60602 		NONE PC GENERAL OPERATIONS 10,000

BREAKTHROUGH SACRAMENTO
3400 3RD AVE
SACRAMENTO,CA95841 		NONE PC GENERAL OPERATIONS 10,000

CARA COLLECTIVE
237 S DESPLAINES
CHICAGO,IL60661 		NONE PC GENERAL OPERATIONS 10,000

CHICAGO OPERA THEATER
PO BOX 180120
CHICAGO,IL60618 		NONE PC GENERAL OPERATIONS 10,000

CHICAGO SINFONIETTA
70 EAST LAKE STREET SUITE 1430
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

COLLEGE POSSIBLE
833 N ORLEANS ST STE 400
CHICAGO,IL60610 		NONE PC GENERAL OPERATIONS 10,000

COMMUNITIES IN SCHOOLS (CIS)
815 W VAN BUREN ST SUITE 300
CHICAGO,IL60607 		NONE PC GENERAL OPERATIONS 10,000

DELORES BARR WEAVER POLICY CENTER
40 E ADAMS ST 130
JACKSONVILLE,FL32202 		NONE PC GENERAL OPERATIONS 250

ERIE FAMILY HEALTH CENTER
1701 W SUPERIOR 3RD FLOOR
CHICAGO,IL60622 		NONE PC GENERAL OPERATIONS 10,000

EXPONENT PHILANTHROPY
1720 N STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATIONS 185

GOODMAN THEATRE
170 NORTH DEARBORN STREET
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

HARRIS THEATER FOR MUSIC AND DANCE
205 EAST RANDOLPH DR
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

HUBBARD STREET DANCE THEATER
1658 MILWAUKEE AVE 100-15838
CHICAGO,IL60647 		NONE PC GENERAL OPERATIONS 10,000

INGENUITY INCORPORATED
440 N WELLS ST STE 505
CHICAGO,IL60654 		NONE PC GENERAL OPERATIONS 10,000

INSPIRATION CORPORATION
4554 N BROADWAY SUITE 207
CHICAGO,IL60640 		NONE PC GENERAL OPERATIONS 10,000

INSTITUTE FOR SHIPBOARD EDUCATION
2243 CENTRE AVE UNIT 300
FORT COLLINS,CO80526 		NONE PC GENERAL OPERATIONS 10,000

LINCOLN PARK ZOO
2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PC GENERAL OPERATIONS 10,000

MAYO FOUNDATION
200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC GENERAL OPERATIONS 2,500

MIDTOWN EDUCATIONAL FOUNDATION
718 SOUTH LOOMIS STREET
CHICAGO,IL60607 		NONE PC GENERAL OPERATIONS 10,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		NONE PC GENERAL OPERATIONS 2,500

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC
1400 W AUGUSTA BLVD
CHICAGO,IL60642 		NONE PC GENERAL OPERATIONS 7,500

ONE GOAL
180 N WABASH AVE STE 800
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

ONE MILLION DEGREES
180 N WABASH STE 310
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

PARTNERSHIP FOR COLLEGE COMPLETION
200 S MICHIGAN AVE STE 1410
CHICAGO,IL60604 		NONE PC GENERAL OPERATIONS 20,000

PEOPLE'S MUSIC SCHOOL
931 W EASTWOOD AVE
CHICAGO,IL60640 		NONE PC GENERAL OPERATIONS 10,000

PLAYMAKERS LABORATORY
PO BOX 408368
CHICAGO,IL60640 		NONE PC GENERAL OPERATIONS 10,000

PROJECT EXPLORATION
4511 SOUTH EVANS
CHICAGO,IL60653 		NONE PC GENERAL OPERATIONS 12,500

PUBLIC ALLIES
180 N MICHIGAN AVE SUITE 1016
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

RESTORE
2500 KING LOUIS DR
JACKSONVILLE,FL32254 		NONE PC GENERAL OPERATIONS 250

SKYART
3026 E 91ST
CHICAGO,IL60617 		NONE PC GENERAL OPERATIONS 10,000

STEPPENWOLF
1700 NORTH HALSTED STREET
CHICAGO,IL60614 		NONE PC GENERAL OPERATIONS 10,000

THE CHICAGO LIGHTHOUSE
1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC GENERAL OPERATIONS 10,000

THE JOFFREY BALLET OF CHICAGO
10 EAST RANDOLPH STREET
CHICAGO,IL60601 		NONE PC GENERAL OPERATIONS 10,000

UNITED NEGRO COLLEGE FUND
105 W ADAMS STREET SUITE 2400
CHICAGO,IL60603 		NONE PC GENERAL OPERATIONS 20,000

UNITING VOICES CHICAGO -(FORMERLY CHICAGO CHILDREN'S CHOIR)
78 E WASHINGTON ST 5TH FLOOR
CHICAGO,IL60602 		NONE PC GENERAL OPERATIONS 10,000

URBAN GATEWAYS
1637 N ASHLAND AVE STE 1
CHICAGO,IL60622 		NONE PC GENERAL OPERATIONS 10,000

WEST POINT SCHOOL OF MUSIC
7411 S STONEY ISLAND AVE
CHICAGO,IL60649 		NONE PC GENERAL OPERATIONS 10,000
Total ................................. right arrow 3b 410,685
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 ........... 		         
4 Dividends and interest from securities ....     14 390,377  
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 .....     14 237  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 778,801  
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 1,169,415 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,169,415
(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:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 32,000 24,000   8,000

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

TY 2023 DepreciationSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
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
CHAIR 1999-09-29 799 799 SL 7.000000000000 0 0    
OFFICE FURNITURE 2001-11-15 16,341 16,339 SL 7.000000000000 2 0    
REFRIGERATOR 2001-11-26 276 273 SL 7.000000000000 3 0    
OFFICE FURNITURE 2002-04-01 10,145 10,145 SL 7.000000000000 0 0    
FURNITURE & FIXT 2003-06-15 1,895 1,895 SL 7.000000000000 0 0    
FURNITURE & FIXT 2008-05-01 3,008 3,008 SL 7.000000000000 0 0    
FURNITURE & FIXT 2008-05-28 3,008 3,008 SL 7.000000000000 0 0    
FURNITURE & FIXT 2008-07-01 3,143 3,143 SL 7.000000000000 0 0    
FURNITURE & FIXT 2008-11-14 10,134 10,134 SL 7.000000000000 0 0    
COMPUTER & EQUIP 2013-06-04 903 903 SL 5.000000000000 0 0    
COMPUTER & EQUIP 2015-10-02 2,367 2,367 SL 5.000000000000 0 0    
COMPUTER & EQUIP 2016-12-07 1,398 1,398 SL 5.000000000000 0 0    
COMPUTER & EQUIP 2017-01-10 1,407 1,407 SL 5.000000000000 0 0    
COMPUTER & EQUIP 2018-03-15 3,164 3,059 SL 5.000000000000 105 0    
COMPUTER & EQUIP 2018-05-16 11,310 10,368 SL 5.000000000000 942 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK EVENT DRIVEN EQUITY INSTL 78,411 86,404
BOFAML 4.244 04/24/38 '37 MTN 48,131 45,222
BRANDYWINEGLOBAL ALTERNATIVE CREDIT I BOND 73,061 68,002
CALAMOS MARKET NEUTRAL INCOME I 47,178 50,579
CAMELOT EVENT DRIVEN INSTITUTIONAL 70,498 67,450
CENTRAL GARDEN 4.125 10/15/30 '25 50,906 49,775
CHENIERE ENG 4.500 10/01/29 '24 54,138 52,594
COMCAST 4.700 10/15/48 '48 53,784 49,822
DANA 5.375 11/15/27 '22 54,793 54,312
DTE ENERGY 4.220 11/01/24 54,248 54,404
DUKE ENERGY 2.550 06/15/31 '31 49,937 46,927
EATON VANCE GLBL MACRO ABS RET ADVTG I 79,183 84,986
EQUINIX 3.200 11/18/29 '29 54,308 50,328
FREEPORT MCMORAN 5.00 09/01/27 49,033 49,500
GOLDMAN SACHS 2.908 07/21/42 '41 FRN 34,625 29,661
HCA 5.375 02/01/25 58,052 54,862
INFINITY Q DIVERSIFIED ALPHA INSTL 222,107 623
JPMORGAN 3.28 04/22/52 40,450 41,818
KINDER MORGAN DE 4.300 03/01/28 '27 53,863 49,315
NETFLIX 5.875 11/15/28 45,735 47,531
NOVANT HLTH 2.637 11-01-36 15,461 15,416
PENSKE AUTO 3.500 09/01/25 '22 54,422 53,212
PERSIMMON LONG/SHORT I 137,808 179,342
PIMCO TRENDS MANAGED FUTURES STRAT INSTL 46,042 51,072
QORVO 4.375 10/15/29 51,721 49,530
QUANTA SERVICES 2.350 01/15/32 '31 49,454 45,560
SERVICE CORP 5.125 06/01/29 '24 55,855 53,900
STANDPOINT MULTI-ASSET INSTITUTIONAL 101,968 100,672
SYSCO 3.300 02/15/50 '49 50,990 43,933
T-MOBILE USA 4.750 02/01/28 '23 56,877 54,725
VERISIGN 5.250 04/01/25 '25 52,936 50,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Name of Stock End of Year Book Value End of Year Fair Market Value
1-800-FLOWERS.COM INC 14,836 14,424
ABB LTD 13,177 25,207
ABBOTT LABORATORIES 39,644 46,229
ACCENTURE PLC A 39,397 79,657
ADAPT HEALTH CORP 8,032 4,994
ADDUS HOMECARE CORP 20,014 20,984
ADOBE SYSTEMS INC 67,019 93,666
ADVANCED MICRO DEVICES INC 34,054 47,024
ADVANTEST CORP 71,027 64,631
ADYEN UNSPON 50 ADR REP 1 ORD 92,918 80,796
AGILENT TECHNOLOGIES INC 22,664 25,999
AIA GROUP LTD 37,722 34,774
AIR LIQUIDE SA 22,535 30,926
AIRBUS GROUP SE 20,628 28,966
AKZO NOBEL NV ADR 27,911 23,302
ALAMO GROUP INC 17,807 36,153
ALARM.COM HOLDINGS INC 28,544 27,593
ALLEGION PLC 20,076 24,198
ALLETE INC 24,630 22,262
ALPHABET INC A 174,386 224,063
AMAZON.COM INC 147,861 170,021
AMERICAN EXPRESS CO 22,354 27,352
AMERICAN TOWER CORP 122,626 123,267
AMERIS BANCORP 19,460 22,546
AMGEN INC 36,198 36,291
AMN HEALTHCARE SERVICES INC 55,449 48,298
AMPHASTAR PHARMACEUTICALS INC DEL COM 12,104 40,821
ANALOG DEVICES INC 587 69,496
AON PLC 89,963 111,170
APPLE HOSPITALITY REIT INC COM NEW 25,916 25,878
APPLIED INDUSTRIAL TECHNOLOGIES INC 29,580 34,883
APPLIED MATERIALS INC 34,227 39,221
ARCH CAPITAL GROUP LTD 54,268 58,376
ARES MANAGEMENT CORP 14,685 15,935
ARTHUR J. GALLAGHER & CO 65,085 61,617
ASGN INC 16,363 32,602
ASICS CORP 9,524 16,642
ASM INTERNATIONAL NV 68,867 106,955
ASML HOLDING NV 35,462 111,267
ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN ORDINARY SHARE 59,990 60,548
ATLAS COPCO AB 16,530 44,574
ATLASSIAN CORP 146,964 170,783
AUTOZONE INC 54,829 54,298
AVANTOR CORP COM 32,303 34,245
AVISTA CORP 20,562 16,619
AXON ENTERPRISE INC 11,450 29,708
BAE SYSTEMS PLC 82,066 92,104
BANDAI NAMCO HOLDINGS INC 15,704 12,146
BERKSHIRE HATHAWAY INC B 105,827 108,781
BLACKLINE INC 27,098 31,158
BLACKSTONE INC 81,533 99,106
BOEING CO 32,100 45,355
BOOKING HOLDINGS INC 20,750 24,831
BORGWARNER INC 17,397 15,846
BOSTON BEER CO INC 32,044 24,537
BOX INC 27,309 28,299
BP PLC ADR 63,640 69,880
BRISTOL-MYERS SQUIBB COMPANY 49,221 43,973
BRUNSWICK CORP 23,157 34,830
BUILDERS FIRSTSOURCE INC 12,065 12,020
BUREAU VERITAS ADR REP 2 ORD 27,428 23,755
CACI INTERNATIONAL INC 29,431 34,653
CADENCE DESIGN SYSTEMS INC 43,200 87,158
CANADIAN NATURAL RESOURCES LTD 80,159 79,148
CANADIAN PACIFIC RAILWAY LTD 47,475 113,688
CAPGEMINI SE 18,382 21,092
CARETRUST REIT INC 27,835 44,805
CARLSBERG A/S 17,974 15,265
CARTER'S INC 26,461 23,965
CATERPILLAR INC 4,736 14,784
CENCORA INC 39,115 42,924
CENOVUS ENERGY INC 45,676 36,164
CENTENE CORP 40,190 41,706
CENTERPOINT ENERGY INC 15,032 15,456
CHAMPIONX CORP 18,488 25,121
CHARLES SCHWAB CORP 27,178 29,034
CHIPOTLE MEXICAN GRILL INC CLASS A 54,323 84,618
CHUBB CORP 54,864 57,404
CIE FINANCIERE RICHEMONT SA ADR 32,077 30,333
CIGNA CORP 44,550 42,821
CIRRUS LOGIC INC 1,641 3,744
COCA-COLA EUROPEAN PARTNERS PLC 38,623 45,316
COGNIZANT TECHNOLOGY SOLUTIONS CORP A 24,800 28,022
COHERENT CORP 10,318 16,063
COMFORT SYSTEMS USA INC 12,827 36,198
COMPASS GROUP PLC AMERICAN DEPOSITARY SHARES 79,936 88,352
CONOCOPHILLIPS 44,151 40,857
CONTINENTAL AG 27,977 25,080
COVESTRO AG 13,415 16,010
CRH PLC 36,844 43,502
CURTISS-WRIGHT CORP 23,102 30,745
DAIKIN INDUSTRIES LTD 30,265 24,287
DAIWA HOUSE INDUSTRY CO LTD 18,407 18,602
DANAHER CORP 26,616 119,834
DBS GROUP HOLDINGS LTD 11,189 15,797
DECKERS OUTDOOR CORP 24,958 40,774
DEERE & CO 14,109 14,395
DELL TECHNOLOGIES INC 34,711 39,092
DELUXE CORP 25,380 15,873
DISCO CORP 9,527 23,583
DISCOVER FINANCIAL SERVICES 37,535 51,367
DOVER CORP 17,437 19,072
DUPONT DE NEMOURS INC 14,328 14,617
DYNATRACE INC 57,133 73,667
E.L.F. BEAUTY INC 26,832 37,528
EATON CORP PLC 7,432 30,825
ECOLAB INC 62,814 63,075
EDWARDS LIFESCIENCES CORP 93,553 86,315
EMCOR GROUP INC 27,526 36,623
ENERSYS 14,178 25,644
ENGIE AMERICAN DEPOSITARY RECEIPTS SPONSORED 42,440 49,660
ENSIGN GROUP INC 11,498 26,145
ENTERPRISE FINANCIAL SERVICES CORP 23,352 28,308
ENVISTA HLDGS CORP COM 36,990 29,257
EPAM SYSTEMS INC 87,255 63,333
EVERCORE INC 11,588 38,315
EVOLUTION AB 92,240 70,452
EXLSERVICE HOLDINGS INC 13,426 25,883
EXPERIAN PLC 41,379 80,095
F N B CORP 13,912 21,206
FANUC CORP ADR 23,245 24,052
FEDERAL AGRICULTURAL MORTGAGE CORP 4,246 13,959
FERGUSON PLC 42,797 59,465
FERRARI NV 56,328 110,667
FIRSTENERGY CORP 23,561 24,196
FLEECTOR TECHNOLOGIES INC 33,272 37,587
FORTIVE CORP COM 102,285 106,248
FOX FACTORY HOLDING CORP 23,810 11,742
FTI CONSULTING INC 20,801 30,271
GARTNER INC A 64,790 85,260
GENERAL DYNAMICS CORP 48,138 51,415
GILDAN ACTIVEWEAR INC 16,267 14,844
GLOBAL PAYMENTS INC 36,784 40,513
GOLDMAN SACHS GROUP INC 27,045 33,176
GRAY TELEVISION INC 10,397 11,164
HAIN CELESTIAL GROUP INC 21,985 5,081
HALLIBURTON CO 31,503 26,859
HALMA ADR 7,320 8,746
HANCOCK WHITNEY CORP 27,238 28,522
HEALTHCARE REALTY TRUST INC 33,904 25,655
HEALTHEQUITY INC 26,789 26,586
HEARTLAND FINANCIAL USA INC 16,702 18,203
HELEN OF TROY LTD 13,946 17,880
HENKEL AG & CO KGAA 18,265 19,632
HOME BANCSHARES INC 27,171 34,955
HOWMET AEROSPACE INC 28,212 34,204
HOYA CORP 19,091 22,663
HSBC HOLDINGS PLC ADR 28,514 37,702
HUNTINGTON BANCSHARES INC 16,951 16,600
ICICI BANK LTD 55,646 60,148
ICON PLC 103,793 151,726
IDACORP INC 18,305 23,105
IDEXX LABORATORIES INC 68,637 78,817
IMCD GROUP NV UNSPONSORED NETHER ADR 13,771 16,710
INDEPENDENT BANK CORP (IONIA MI) 20,728 24,120
ING GROEP NV ADR 23,819 27,682
INGEVITY CORP COM 37,359 30,457
INMODE ORD 38,969 26,910
INNOSPEC INC 13,041 32,289
INSTRUCTURE HOLDINGS INC 29,067 31,331
INTERCONTINENTAL EXCHANGE INC 24,134 27,741
INTUIT INC 97,274 160,633
JACOBS ENGINEERING GROUP INC 24,444 23,753
JOHN B SANFILIPPO & SON INC 19,112 18,753
JONES LANG LASALLE INC 7,771 14,165
JPMORGAN CHASE & CO 65,700 114,817
KBC GROUP SA/NV ADR 21,524 20,852
KENVUE ORD 22,429 23,941
KEURIG DR PEPPER 28,271 33,053
KINSALE CAP GROUP INC COM 17,131 33,826
KNIGHT SWIFT TRANSN HLDGS INC 11,361 20,523
LAM RESEARCH CORP 17,652 21,148
LANTHEUS HOLDINGS INC 22,184 17,236
LATTICE SEMICONDUCTOR CORP 16,610 21,111
LA-Z-BOY INC 7,862 7,938
LEGRAND SA 20,587 21,788
LEIDOS HOLDINGS INC 24,782 28,142
LEXINGTON REALTY TRUST 19,342 21,864
LIBERTY ENERGY INC 15,423 18,448
LINDE PLC 51,833 63,660
LIVENT CORP 27,304 22,583
LKQ CORP 15,322 14,433
LONDON STOCK EXCHANGE GROUP PLC 21,081 24,190
LOREAL SA ADR 57,302 61,634
LVMH MOET HENNESSY LOUIS VUITTON SE 12,732 60,919
MARATHON PETROLEUM CORP 44,492 43,766
MARVELL TECHNOLOGY INC 73,124 87,510
MASCO CORP 19,143 24,448
MATADOR RESOURCES CO 22,442 24,734
MATIV HOLDINGS INC 26,532 16,933
MAXIMUS INC 29,839 34,634
MCGRATH RENTCORP 22,302 32,058
MCKESSON CORP 33,659 34,261
MEDPACE HLDGS INCCOM 7,031 36,477
MERCADOLIBRE INC 95,339 105,293
MERCK KGAA 22,558 23,181
MERIT MEDICAL SYSTEMS INC 25,591 27,345
MERITAGE HOMES CORP 24,804 38,847
MGM RESORTS INTL COM 18,868 22,831
MICROCHIP TECHNOLOGY INC 32,234 36,703
MICRON TECHNOLOGY INC 35,068 43,182
MICROSOFT CORP 93,729 165,457
MODEL N INC 25,645 21,786
MOHAWK INDUSTRIES INC 14,423 18,009
MONOLITHIC POWER SYSTEMS INC 91,094 138,772
MORGAN STANLEY 41,520 69,378
MSCI INC 66,226 91,070
MTU AERO ENGINES AG 12,554 13,277
NESTLE SA ADR 37,399 57,931
NICE LTD 9,046 10,773
NIKE INC B 87,591 71,873
NMI HOLDINGS INC 43,201 57,520
NOMURA RESEARCH INSTITUTE LTD 22,795 23,858
NOVO NORDISK A/S 107,886 178,762
NV5 GLOBAL INC 22,433 23,780
NVIDIA CORP 52,730 184,717
NXP SEMICONDUCTORS NV 7,994 9,187
OLD NATIONAL BANCORP 17,873 17,566
OLIN CORP 11,488 12,894
OMNICOM GROUP INC 24,811 28,289
ORACLE CORP 38,600 38,271
OTIS WORLDWIDE CORP-WI 16,511 18,341
PAGERDUTY INC 25,156 26,622
PATTERSON-UTI ENERGY INC 23,561 19,613
PAYCOM SOFTWARE INC 25,314 17,985
PAYLOCITY HOLDING CORP 27,334 26,706
PEABODY ENERGY CORP 16,496 15,613
PERFICIENT INC 14,881 15,797
PERNOD RICARD S A SPONSORED ADR 23,137 23,510
PHILLIP MORRIS INTERNATIONAL INC 56,034 56,542
PHILLIPS 66 24,237 25,030
PIEDMONT OFFICE REALTY TRUST INC 25,804 10,864
POWERSCHOOL HOLDINGS CL A ORD 25,301 33,220
PROG HOLDINGS INC 8,624 14,157
PROGRESS SOFTWARE CORP 26,391 32,363
QUALCOMM INC 12,911 14,608
QUALYS INC 24,054 39,452
RAYTHEON TECHNOLOGIES ORD 19,909 25,915
RECRUIT HOLDINGS CO LTD 14,241 18,345
REGAL BELOIT CORP 8,201 22,795
RELX PLC AMERICAN DEPOSITARY SHARES 35,278 55,286
RENESAS ELECRONICS CORP 11,336 15,171
ROCHE HOLDING AG ADR 41,011 31,339
RYANAIR HOLDINGS PLC 31,596 46,009
SABRA HEALTH CARE REIT INC 11,501 13,942
SAFRAN SA 73,895 74,403
SAMPO OYJ 23,401 23,194
SANDVIK AB ADR 17,612 19,772
SANOFI SA ADR 55,544 50,376
SAP SE ADR 23,655 27,208
SCHLUMBERGER LTD 36,157 31,640
SCHNEIDER ELECTRIC SE 37,101 49,081
SCHWAB S&P 500 INDEX 1,244,483 2,798,967
SELECTIVE INSURANCE GROUP INC 9,834 26,362
SERVICENOW INC 98,171 136,353
SHIN-ETSU CHEMICAL CO LTD 22,446 23,617
SHOALS TECHNOLOGIES GROUP CL A ORD 28,751 21,368
SHOCKWAVE MEDICAL INC 25,806 28,203
SIEMENS HEALTHINEERS AG 15,925 20,274
SLM CORP 17,513 37,571
SNAP-ON INC 29,791 28,624
SOUTH ST CORP COM 20,660 22,126
SPECTRUM BRANDS HOLDINGS INC COM 2,038 4,068
SPRINKLR INC 25,856 22,226
SPROUTS FARMERS MARKET INC 26,865 38,296
SPS COMMERCE INC 21,985 33,341
SS&C TECHNOLOGIES HOLDINGS INC 10,117 11,916
STAG INDUSTRIAL INC 25,098 33,332
STERIS PLC 33,600 62,437
STERLING CONSTRUCTION CO INC 9,216 36,315
SUNCOR ENERGY INC 15,953 22,460
SUZUKI MOTOR CORP 16,601 16,184
TAKE-TWO INTERACTIVE SOFTWARE 12,902 14,486
TECK RESOURCES INC 21,438 23,375
TENABLE HLDGS INC 27,709 31,090
TEXAS ROADHOUSE INC 21,665 28,357
THALES 23,134 28,118
THE SIMPLY GOOD FOODS CO 20,762 23,681
THERMO FISHER SCIENTIFIC INC 93,415 97,665
THOMSON REUTERS CORP COM 42,327 52,347
T-MOBLIE US INC 41,038 45,854
TOPBUILD CORP 24,685 41,169
UBER TECHNOLOGIES 62,806 86,629
UBS GROUP AG 49,914 50,027
UFP INDUSTRIES INC 20,901 36,535
ULTA BEAUTY INC 13,938 17,640
UNILEVER PLC ADR 37,602 31,124
UNITED RENTALS INC 38,763 50,461
UNITEDHEALTH GROUP INC 143,253 185,844
UNIVERSAL MUSIC GROUP NV UNSPONS ADR 17,767 22,878
US FOODS HLDG CORP COM 27,339 33,603
VALVOLINE INC 15,437 25,968
VERALTO ORD WI 25,392 39,814
VERISK ANALYTICS INC 65,648 82,407
VISA INC CLASS A 116,323 151,524
VONOVIA SE ADR 27,543 18,661
WAL-MART STORES INC 22,127 44,773
WARNER BROS DISCOVERY SRS A ORD WI 14,401 15,056
WASTE CONNECTIONS INC 43,058 48,662
WELLS FARGO & CO 51,192 59,704
WESCO INTERNATIONAL INC 42,081 52,338
WEST PHARMACEUTICAL SERVICES INC 64,894 75,002
WESTINGHOUSE ARE BRAKE TECHNOLOGIES CORP 22,405 27,157
WHIRLPOOL CORP 12,173 11,690
WILLSCOT MOBILE MINI HLDGS CI A ORD 11,857 12,594
WORLD KINECT CORP 30,725 30,092
XPEL CORP 27,820 19,925
ZOZO INC 16,454 15,384

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
US Government Securities - End of Year Book Value:

2,122,211
US Government Securities - End of Year Fair Market Value:

2,152,888
State & Local Government Securities - End of Year Book Value:


1,423,101
State & Local Government Securities - End of Year Fair Market Value:


1,411,561


TY 2023 LandEtcSchedule2
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
CHAIR 799 799 0  
OFFICE FURNITURE 16,341 16,341 0  
REFRIGERATOR 276 276 0  
OFFICE FURNITURE 10,145 10,145 0  
FURNITURE & FIXT 1,895 1,895 0  
FURNITURE & FIXT 3,008 3,008 0  
FURNITURE & FIXT 3,008 3,008 0  
FURNITURE & FIXT 3,143 3,143 0  
FURNITURE & FIXT 10,134 10,134 0  
COMPUTER & EQUIP 903 903 0  
COMPUTER & EQUIP 2,367 2,367 0  
COMPUTER & EQUIP 1,398 1,398 0  
COMPUTER & EQUIP 1,407 1,407 0  
COMPUTER & EQUIP 3,164 3,164 0  
COMPUTER & EQUIP 11,310 11,310 0  


TY 2023 OtherAssetsSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PURCHASED INTEREST 880 4,380 4,380
DIVIDEND RECEIVABLE 1,549 427 427


TY 2023 OtherExpensesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 5,133 0   5,133
INSURANCE 35,563 8,891   26,672
MISC OFFICE EXPENSES 29,675 7,419   22,256
REPAIRS AND MAINTENANCE 2,904 726   2,178


TY 2023 OtherIncomeSchedule2
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISC INCOME 237 237 237


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  0 0   0
INVESTMENT MANAGEMENT FEES 124,728 124,728   0


TY 2023 TaxesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 7,000 0   0
FOREIGN TAXES 8,266 8,266   0
MISCELLANEOUS TAX 15 0   15
PAYROLL TAX 19,958 4,990   14,968