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
Caerus Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)3100 SANDERS ROAD 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTHBROOK, IL60062
A Employer identification number

71-0935903
B Telephone number (see instructions)

(847) 559-2000
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$207,719,528J 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) 29,991,460
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,552 9,552  
4 Dividends and interest from securities... 3,892,461 3,892,461  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
10,529,166
b Gross sales price for all assets on line 6a 132,003,419
7 Capital gain net income (from Part IV, line 2)... 10,954,614
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-265,144 -284,526 0
12 Total. Add lines 1 through 11........ 44,157,495 14,572,101 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,006 18,503 0 20,175
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,829,640 1,111,600 0 718,040
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
67,562 67,562 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,314     12,371
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,841 0 0 9,992
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,956,363 1,197,665 0 760,578
25 Contributions, gifts, grants paid....... 15,029,550 14,677,953
26 Total expenses and disbursements. Add lines 24 and 25 16,985,913 1,197,665 0 15,438,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,171,582
b Net investment income (if negative, enter -0-) 13,374,436
c Adjusted net income (if negative, enter -0-)... 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............. 140,384 10,278,327 10,278,327
2 Savings and temporary cash investments......... 3,477,768 387,322 387,322
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   5 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 173,330,829 Click to see attachment
List of Attached Documents:
// Content
197,053,879 		197,053,879
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 176,948,986 207,719,528 207,719,528
Liabilities 17 Accounts payable and accrued expenses.......... 41,672 40,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,268,289 		Click to see attachment
List of Attached Documents:
// Content
7,619,677
23 Total liabilities (add lines 17 through 22)......... 7,309,961 7,659,677
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........ 169,639,025 200,059,851
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)..... 169,639,025 200,059,851
30 Total liabilities and net assets/fund balances (see instructions). 176,948,986 207,719,528
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
169,639,025
2
Enter amount from Part I, line 27a .....................
2
27,171,582
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,249,244
4
Add lines 1, 2, and 3 ..........................
4
200,059,851
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
200,059,851
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS      
c BIOTECHNOLOGY VALUE FUND II, LP P    
d IMPACT ENGINE VENTURES II, LP P    
e Z CAPITAL PARTNERS III, L.P. P    
Z CAPITAL LOAN OPPORTUNITY FUND, L.P. P    
CONTROLLED ENVIRONMENT FOODS FUND (AIV II), LLC P    
SPF SECURITIZED PRODUCTS FUND LTD P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 131,005,202   119,350,392 11,654,810
b 171,282     171,282
c 348,219     348,219
d     4,591 -4,591
e 478,716     478,716
    1,957,055 -1,957,055
    162,183 -162,183
425,416     425,416
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 11,654,810
b     0 171,282
c     0 348,219
d     0 -4,591
e     0 478,716
    0 -1,957,055
    0 -162,183
    0 425,416
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 10,954,614
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 0
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) 1 185,905
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 185,905
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 185,905
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 271,955
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 271,955
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 86,050
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow86,050 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CAERUSFOUNDATION.ORG
14
The books are in care ofright arrowCATHY WEREDA Telephone no.right arrow (847) 559-2000

Located atright arrow3100 SANDERS ROAD SUITE 500NORTHBROOKIL ZIP+4right arrow60062
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)
Yes
 
(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
Yes
 
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
 
No
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
J THOMAS HURVIS PRESIDENT and DIRECTOR
5.000 		0 0 0
3100 SANDERS ROAD
NORTHBROOK,IL60062
SARA H YOUNKIN Vice president and DIRECTOR
5.000 		0 0 0
3100 SANDERS ROAD
NORTHBROOK,IL60062
CHRISTINA M HURVIS SECRETARY and DIRECTOR
5.000 		0 0 0
3100 SANDERS ROAD
NORTHBROOK,IL60062
CONNIE GIAMPAPA ASSISTANT SECRETARY
1.000 		0 0 0
3100 SANDERS ROAD
NORTHBROOK,IL60062
SARAH BARRY ASSISTANT TREASURER
1.000 		0 0 0
3100 SANDERS ROAD
NORTHBROOK,IL60062
CATHY WEREDA TREASURER
1.000 		0 0 0
3100 SANDERS ROAD 500
NORTHBROOK,IL60062
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
 
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
THE HURVIS GROUP PROFESSIONAL FEES 1,828,200
3100 SANDERS ROAD SUITE 500
NORTHBROOK,IL600627155
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
144,416,144
b
Average of monthly cash balances.......................
1b
1,096,832
c
Fair market value of all other assets (see instructions)................
1c
34,877,497
d
Total (add lines 1a, b, and c).........................
1d
180,390,473
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
180,390,473
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,705,857
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
177,684,616
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,884,231
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
8,884,231
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
185,905
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
185,905
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,698,326
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
8,698,326
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
8,698,326
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
15,438,531
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,438,531
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 8,698,326
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 1,005,131
f Total of lines 3a through e ........ 1,005,131
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,438,531
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..... 8,698,326
e Remaining amount distributed out of corpus 6,740,205
5 Excess distributions carryover applied to 2023.   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 7,745,336
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...... 		 
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 ...... 		7,745,336
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 1,005,131
e Excess from 2023.... 6,740,205
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).)
J THOMAS HURVIS PRESIDENT
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

826 Valencia

826 Valencia Street
San Francisco,CA94110 		  PC Mission and Tenderloin Programs 2023-2024 200,000

826 Valencia

826 Valencia Street
San Francisco,CA94110 		  PC Professional Development Opportunities 10,000

826 Valencia

826 Valencia Street
San Francisco,CA94110 		  PC Mission and Tenderloin Programs 2023-2024 25,549

826 Valencia

826 Valencia Street
San Francisco,CA94110 		  PC 2023 Holiday Grant 10,000

Albany Park Theater Project

PMB120 3320 W Foster Ave
Chicago,IL60625 		  PC APTP@School 2021-23 50,000

America SCORES Bay Area

1460 Mission Street
San Francisco,CA94103 		  PC Support for Core Programming and Field of Dreams in San Francisco 2022-2024 17,000

America SCORES Bay Area

1460 Mission Street
San Francisco,CA94103 		  PC Support for Core Programming and Field of Dreams in San Francisco 2022-2024 50,000

America SCORES Chicago

600 West Cermak Rd 204
Chicago,IL60616 		  PC Literacy in Action 2023-2025 40,000

Art Institute of Chicago

111 South Michigan Ave
Chicago,IL60603 		  PC CPS Field Trips on Wednesdays and Expanded School Programming 250,000

Athletic Scholars Advancement Program (ASAP)

Mission High School 3750 18th Stree
t Room 408
San Francisco,CA94114 		  PC ASAP Promise Scholars Cohort 9 44,000

Audubon Great Lakes

125 S Wacker Drive Suite 2125
Chicago,IL60606 		  PC Wild Indigo: Amplifying Community Conservation Engagement Across the Great Lakes Region 60,000

Big Brothers Big Sisters of Metropolitan Chicago

560 W Lake St 5th Floor
Chicago,IL60661 		  PC General program support focused on south and west side neighborhoods 250,000

Big City Mountaineers

710 10th Street Ste 120
Golden,CO80401 		  PC Program support for WI trip series 21,500

Black Ensemble Theater

4450 N Clark Street
Chicago,IL60640 		  PC Education Programs 2022-24 50,000

Bottom Line Inc

200 N LaSalle Ste 2175
Chicago,IL60601 		  PC College Success Program 75,000

Breakthrough Urban Ministries Inc

402 N St Louis
Chicago,IL60624 		  PC 2023 Holiday Grant 10,000

BUILD Inc

5100 W Harrison St
Chicago,IL60644 		  PC BUILD Community Mental Health Services (CMHS) Program 75,000

BUILD Inc

5100 W Harrison St
Chicago,IL60644 		  PC BUILD Promise Scholar Program - Cohort #11 23,000

BUILD Inc

5100 W Harrison St
Chicago,IL60644 		  PC Promise Scholars Cohort #12 23,000

BUILD Inc

5100 W Harrison St
Chicago,IL60644 		  PC BUILD College Access and Persistence Academy (CAPA) 75,000

CAMFED

Four Embarcadero Center Suite 140
San Francisco,CA94111 		  PC Girls' education and life skills mentor programs 150,000

ChiArts Foundation

PO Box 772076
Chicago,IL606772076 		  PC 2023-24/2024-25: ChiArts Outreach, Summer, & Alumni Programming 87,500

Chicago Jazz Philharmonic

1111 North Wells Street Suite 501
Chicago,IL60610 		  PC Jazz Academy Programs 2023-2024 50,000

Chicago Lights

126 E Chestnut Street
Chicago,IL60611 		  PC Chicago Lights Tutoring and Summer Programs 2022-2024 75,000

Chicago Lights

126 E Chestnut Street
Chicago,IL60611 		  PC 2023 Holiday Grant 15,000

Chicago Scholars

247 S State Street Suite 700
Chicago,IL60604 		  PC Core Programming Support 250,000

City Year Inc

303 E Wacker Dr STE 2750
Chciago,IL60601 		  PC Marketing & Recruitment - FY23 (school year 2022-2023) 25,000

City Year Inc

303 E Wacker Dr STE 2750
Chciago,IL60601 		  PC Program implementation at 2 Austin-based schools 2023-2024 425,000

College Possible

833 N Orleans St Suite 400
Chicago,IL60610 		  PC College Possible Chicago High School Programming 2023-2025 100,000

College Possible

833 N Orleans St Suite 400
Chicago,IL60610 		  PC Promise Scholars - Cohort 9 (2) Class of 2024 44,000

College Possible

833 N Orleans St Suite 400
Chicago,IL60610 		  PC Promise Scholars - Cohort 10 (3) Class of 2025 44,000

College Possible

833 N Orleans St Suite 400
Chicago,IL60610 		  PC Promise Scholars - Cohort 11 (4) Class of 2026 45,000

College Possible

833 N Orleans St Suite 400
Chicago,IL60610 		  PC CP Promise Scholars Cohort 12 Class of 2027 45,000

Doctors Without Borders USA Inc

40 Rector Street 16th Floor
New York,NY10006 		  PC Emergency Response 500,000

Ducks Unlimited

National Headquarters 1 Waterfowl W
ay
Memphis,TN38120 		  PC Wisconsin Lands Program and Horicon Marsh Acquisition Project 50,000

Ducks Unlimited

National Headquarters 1 Waterfowl W
ay
Memphis,TN38120 		  PC Wisconsin Lands Program and Horicon Marsh Acquisition Project 127,500

First Graduate

594 Howard Street Suite 301
San Francisco,CA94105 		  PC FG- Promise Scholars, Cohort 10 44,000

First Graduate

594 Howard Street Suite 301
San Francisco,CA94105 		  PC FG Promise Scholars - Cohort 11 45,000

First Graduate

594 Howard Street Suite 301
San Francisco,CA94105 		  PC FG Promise Scholars - Cohort 12 45,000

First Graduate

594 Howard Street Suite 301
San Francisco,CA94105 		  PC General Operating Support 2023-2025 100,000

Forefront

c/o FBRK Impact House 200 West Madi
son Street 2nd Floor
Chicago,IL60606 		  PC Professional Development and Research 28,600

Friends of the Forest Preserves

411 S Wells St Suite 300
Chicago,IL60607 		  PC North Branch Conservation Corps 2021-2023 130,000

Friends of the Forest Preserves

411 S Wells St Suite 300
Chicago,IL60607 		  PC North Branch Conservation Corps 2024-2025 130,000

Friends of the Forest Preserves

411 S Wells St Suite 300
Chicago,IL60607 		  PC Expansion work 2024-2026 100,000

Fund for Lake Michigan

247 West Freshwater Way
Milwaukee,WI53204 		  PC Western Lake Michigan Pooled Fund 200,000

Gary Comer Youth Center

7200 South Ingleside Avenue
Chicago,IL60619 		  PC Middle School Academic and Enrichment Summer Camp 2023 25,000

Gathering Waters Wisconsin's Alliance for Land Trusts

211 S Paterson Street Suite 270
Madison,WI53703 		  PC General Operating Support 100,000

Gathering Waters Wisconsin's Alliance for Land Trusts

211 S Paterson Street Suite 270
Madison,WI53703 		  PC General Operating Support 25,000

Gathering Waters Wisconsin's Alliance for Land Trusts

211 S Paterson Street Suite 270
Madison,WI53703 		  PC Public Policy Advocacy and Alternative Funding and Financing for Conservation 200,000

Global Strategies

828 San Pablo Avenue Suite 260
Albany,CA94706 		  PC Core programming 300,000

Heifer Project International

1 World Avenue
Little Rock,AR72202 		  PC Caring for the Earth Program Integration 50,000

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC Howard Area Promise Scholarship Program (PSP) Cohort 9 44,000

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC Part Time College and Career Coach 16,402

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC Howard Area Promise Scholarship (PSP) Cohort 10 44,000

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC Howard Area Promise Scholarship (PSP) Cohort 11 45,000

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC The Clubhouse Teen Program 150,000

Howard Area Community Center

7648 N Paulina Street
Chicago,IL60626 		  PC Howard Area Promise Scholarship (PSP) Cohort 12 45,000

Hyde Park Art Center

5020 South Cornell Avenue
Chicago,IL60615 		  PC Creativity Camp, Summer Youth Board of Artists, and Youth Open Arts courses 2023 20,000

Ingenuity Inc Chicago

440 N Wells Suite 505
Chicago,IL60654 		  PC General Operating Support and Creative Schools Fund 30,000

Jamestown Community Center

2929 19th Street
San Francisco,CA94110 		  PC Jamestown Summer Programming 2023-2024 90,000

Lakeland University

W3718 South Drive
Plymouth,WI530734848 		  PC Hurvis Scholars Class of 2026 30,000

Lakeland University

W3718 South Drive
Plymouth,WI530734848 		  PC Hurvis Scholars Class of 2025 30,000

Lakeland University

W3718 South Drive
Plymouth,WI530734848 		  PC Hurvis Scholars Class of 2027 30,000

Lakeland University

W3718 South Drive
Plymouth,WI530734848 		  PC Hurvis Scholars Class of 2024 30,000

Living Goods

1423 Broadway 1054 Oakland CA 94612
Oakland,CA94612 		  PC Strategic plan to strengthen community health systems 75,000

Madison Audubon Society

1400 E Washington Ste 170
Madison,WI53703 		  PC Madison Audubon's Education Program: Empowering Kids through Discovery! 55,000

Madison Audubon Society

1400 E Washington Ste 170
Madison,WI53703 		  PC Conservation Leaders for Tomorrow: Madison Audubon's Internship Program at Faville Grove Sanctuary 20,000

MAG America

1233 20th Street NW Suite 640
Washington,DC20036 		  PC Technology and Innovation activities and landmine and cluster munition clearance in Cambodia 2021-2023 100,000

MAG America

1233 20th Street NW Suite 640
Washington,DC20036 		  PC Technology and Innovation activities and landmine and cluster munition clearance in Cambodia 2021-2023 408,030

MAG America

1233 20th Street NW Suite 640
Washington,DC20036 		  PC Improving lives and livelihoods in Cambodia through landmine clearance and provision of life saving lessons. 500,000

Marwen

833 North Orleans Street
Chicago,IL60610 		  PC Pathways Programs 2023 15,000

Mequon Nature Preserve

8200 W County Line Road
Mequon,WI530973906 		  PC Mequon Nature Preserve's Farm Wetland Restoration Project 205,000

Merit School of Music

38 S Peoria Street
Chicago,IL60607 		  PC Merit Music in Communities 125,000

Merit School of Music

38 S Peoria Street
Chicago,IL60607 		  PC Bus Transportation for Summer Program Students 6,000

MetroSquash

6100 S Cottage Grove Avenue
Chicago,IL606372528 		  PC College Support for 2022-2023 and 2023-24 40,000

MetroSquash

6100 S Cottage Grove Avenue
Chicago,IL606372528 		  PC Summer Enrichment Programming 2022 and 2023 20,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC Mission Graduates - Promise Scholars Cohort 9 44,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC MG/ASAP- Promise Scholars Cohort 10 88,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC General Operating Support 75,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC MG/ASAP Promise Scholars - Cohort 11 90,250

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC ASAP Promise Scholars - Cohort 12 Class of 2027 45,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC MG Promise Scholars - Cohort 12 Class of 2027 45,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC Mission Graduates Parent Partner Program Support 35,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC College to Career Staffing and Programming 160,000

Mission Graduates

3040 16th Street
San Francisco,CA94103 		  PC Matching grant for college access, persistence, and career programming 75,000

Mount Mercy University

1330 Elmhurst Drive NE Warde 206A
Cedar Rapids,IA52402 		  PC Hurvis Scholar #8 12,000

Muttville

PO Box 410207
San Francisco,CA94141 		  PC Muttville's Seniors for Seniors Program and Humane Education Program 30,000

MyAGRO

131 7th Avenue 160
New York,NY10011 		  PC Programmatic expansion in West Africa 75,000

National Audubon Society

225 Varick St 7th Fl
New York,NY10014 		  PC Great Lakes Roles and Non-Personnel Support 2022-2025 1,000,000

National Fish and Wildlife Foundation

8011 34th Ave South Suite 242
Bloomington,MN55425 		  PC Sustain Our Great Lakes Funding Collaboration 400,000

Natural Resources Foundation of Wisconsin

PO Box 2317
Madison,WI53701 		  PC Wisconsin State Natural Area Restoration and Conservation Education Project 100,000

Natural Resources Foundation of Wisconsin

PO Box 2317
Madison,WI53701 		  PC Nature for All through Natural Resources Foundation Field Trip Program 25,000

Northwoods Land Trust Inc

PO Box 321
Eagle River,WI54521 		  PC Northwoods Conservation Easement Project 100,000

One Million Degrees

180 N Wabash Suite 310
Chicago,IL60601 		  PC Support for South Side Programs 2022-2024 250,000

Panzi Foundation USA

5185 MacArthur Blvd NW 708
Washington,DC20016 		  PC Survivors of Sexual Violence Project 150,000

Partners In Health

800 Boylston Street Suite 300
Boston,MA02199 		  PC Maternal and Child Health in Haiti and Sierra Leone 2022-2024 400,000

PAWS Chicago

1997 North Clybourn Avenue
Chicago,IL60614 		  PC PAWS Chicago Community Outreach Program 2022-2024 75,000

Project Education Plus

Holy Family Lutheran Church 542 W H
obbie St
Chicago,IL60610 		  PC General Operating and Scholarship Support 2023-2025 26,500

Reflo

636 E Keefe Ave
Milwaukee,WI53212 		  PC New Collaborative for Environmental Justice Alliance for Milwaukee Youth Internships, 100,000

RefugeeOne

6008 N California Avenue
Chicago,IL60659 		  PC Summer Youth Programs 2023 25,000

RefugeeOne

6008 N California Avenue
Chicago,IL60659 		  PC 2023 Holiday Grant 20,000

Room to Read

465 California Street Suite 1000
San Francisco,CA94104 		  PC Literacy and Girls' Education Programs 2022-23 100,000

Sand County Foundation

44 East Mifflin Street Suite 1005
Madison,WI53703 		  PC Innovative agriculture to build soil health, increase climate resilience, and advance a land ethic 150,000

Savanna Institute

2453 Atwood Ave Suite 209
Madison,WI53704 		  PC Scaling Up Agroforestry in Lake Michigan Basin 175,000

SkyART

3026 E 91st Street
Chicago,IL60617 		  PC Summer Programming 2023 25,000

SkyART

3026 E 91st Street
Chicago,IL60617 		  PC Project 3rd Space Teen Programs on South and West Sides 125,000

Storycatchers Theatre

544 W Oak Street 1005
Chicago,IL60610 		  PC Changing Voices, Temporary LockDown, and training and curriculum development 50,000

The Anti-Cruelty Society

157 West Grand Avenue
Chicago,IL60654 		  PC Outreach Programs 2022-2024 75,000

The Baird Creek Preservation Foundation

500 Beverly Rd
Green Bay,WI54311 		  PC Horkman Road Restoration Project 100,000

The Conservation Fund

1655 N Fort Myer Drive Suite 1300
Arlington,VA22209 		  PC The Pelican River Forest Easement project 200,000

The Conservation Fund

1655 N Fort Myer Drive Suite 1300
Arlington,VA22209 		  PC The Pelican River Forest Easement project 200,000

The Energy Foundation

55 2nd Street
San Francisco,CA94105 		  PC Environmental Priorities in Wisconsin in 2024 500,000

The HALO Trust USA Inc

1730 Rhode Island Avenue NW Suite 2
06
Washington,DC20036 		  PC Transforming HALO's Global Impact through Crosscutting Investment 1,295,000

The People's Music School

931 W Eastwood Avenue
Chicago,IL60640 		  PC The People's Music School South Side Programs 99,998

The People's Music School

931 W Eastwood Avenue
Chicago,IL60640 		  PC People's Music School South Side Programs FY24-FY25 150,000

The People's Music School

931 W Eastwood Avenue
Chicago,IL60640 		  PC People's Music School South Side Programs FY24-FY25 50,124

TriCity Family Services

1120 Randall Court
Geneva,IL60134 		  PC Wilderness Challenge, Compass, True North Vision Board Workshop for Girls, and Trek 2022-2023 20,000

TriCity Family Services

1120 Randall Court
Geneva,IL60134 		  PC 2023 Holiday Grant 10,000

Trout Unlimited

1777 North Kent Street Suite 100
Arlington,VA22209 		  PC Conservation Projects in WI 100,000

Tutoring Chicago

2145 North Halsted
Chicago,IL60614 		  PC General Operating Support 2022-24 55,000

Tutoring Chicago

2145 North Halsted
Chicago,IL60614 		  PC General Operating Support 2022-24 250,000

Tutoring Chicago

2145 North Halsted
Chicago,IL60614 		  PC General Operating Support 2022-24 44,000

Tutoring Chicago

2145 North Halsted
Chicago,IL60614 		  PC General Operating Support 2022-24 20,000

Up On Top

1187 Franklin Street
San Francisco,CA94109 		  PC After-School and Summer Programs 35,000

Up On Top

1187 Franklin Street
San Francisco,CA94109 		  PC After-School and Summer Programs 5,000

WTTWWFMT

5400 North St Louis Avenue
Chicago,IL606254698 		  PC WFMT Bach to School 2023 30,000

WTTWWFMT

5400 North St Louis Avenue
Chicago,IL606254698 		  PC WFMT Bach to School 2023 70,000

Youth Services of Glenview-Northbrook

3080 West Lake Avenue
Glenview,IL60026 		  PC Summer Around Town and Action Camp Programs 2023 25,000

Youth Services of Glenview-Northbrook

3080 West Lake Avenue
Glenview,IL60026 		  PC After School Programming 2023-2024 35,000

Youth Services of Glenview-Northbrook

3080 West Lake Avenue
Glenview,IL60026 		  PC New Building Capital Campaign 150,000
Total .................................right arrow 3a 14,677,953
bApproved for future payment

826 Valencia
826 Valencia Street
San Francisco,CA94110 		  PC Mission and Tenderloin Programs 2023-2024 74,451

826 Valencia
826 Valencia Street
San Francisco,CA94110 		  PC Mission and Tenderloin Programs 2023-2024 200,000

America SCORES Chicago
600 West Cermak Rd 204
Chicago,IL60616 		  PC Literacy in Action 2023-2025 40,000

Art Institute of Chicago
111 South Michigan Ave
Chicago,IL60603 		  PC CPS Field Trips on Wednesdays and Expanded School Programming 250,000

Audubon Great Lakes
125 S Wacker Drive Suite 2125
Chicago,IL60606 		  PC Wild Indigo Nature Explorations 60,000

Audubon Great Lakes
125 S Wacker Drive Suite 2125
Chicago,IL60606 		  PC Wild Indigo Nature Explorations 60,000

Big Brothers Big Sisters of Metropolitan Chicago
560 W Lake St 5th Floor
Chicago,IL60661 		  PC General program support focused on south and west side neighborhoods 250,000

BUILD Inc
5100 W Harrison St
Chicago,IL60644 		  PC Promise Scholars Cohort #13 23,000

ChiArts Foundation
PO Box 772076
Chicago,IL606772076 		  PC 2023-24/2024-25: ChiArts Outreach, Summer, & Alumni Programming 75,000

ChiArts Foundation
PO Box 772076
Chicago,IL606772076 		  PC 2023-24/2024-25: ChiArts Outreach, Summer, & Alumni Programming 87,500

Chicago Jazz Philharmonic
1111 North Wells Street Suite 501
Chicago,IL60610 		  PC Jazz Academy Programs 2023-2024 50,000

City Year Inc
303 E Wacker Dr STE 2750
Chciago,IL60601 		  PC Program implementation at 2 Austin-based schools 2023-2024 425,000

College Possible
833 N Orleans St Suite 400
Chicago,IL60610 		  PC College Possible Chicago High School Programming 2023-2025 100,000

College Possible
833 N Orleans St Suite 400
Chicago,IL60610 		  PC CP Promise Scholars Cohort 13 Class of 2028 45,000

Doctors Without Borders USA Inc
40 Rector Street 16th Floor
New York,NY10006 		  PC Climate Smart Program and Field Projects 100,000

Ducks Unlimited
National Headquarters 1 Waterfowl W
ay
Memphis,TN38120 		  PC Wisconsin Lands Program and Horicon Marsh Acquisition Project 22,500

First Graduate
594 Howard Street Suite 301
San Francisco,CA94105 		  PC FG Promise Scholars - Cohort 13 45,000

Forefront
c/o FBRK Impact House 200 West Madi
son Street 2nd Floor
Chicago,IL60606 		  PC Professional Development and Research 28,600

Gathering Waters Wisconsin's Alliance for Land Trusts
211 S Paterson Street Suite 270
Madison,WI53703 		  PC General Operating Support 100,000

Gathering Waters Wisconsin's Alliance for Land Trusts
211 S Paterson Street Suite 270
Madison,WI53703 		  PC Public Policy Advocacy and Alternative Funding and Financing for Conservation 50,000

Heifer Project International
1 World Avenue
Little Rock,AR72202 		  PC Caring for the Earth Program Integration 50,000

Howard Area Community Center
7648 N Paulina Street
Chicago,IL60626 		  PC Howard Area Promise Scholarship (PSP) Cohort 13 45,000

Ingenuity Inc Chicago
440 N Wells Suite 505
Chicago,IL60654 		  PC General Operating Support and Creative Schools Fund 30,000

Jamestown Community Center
2929 19th Street
San Francisco,CA94110 		  PC Jamestown Summer Programming 2023-2024 90,000

Madison Audubon Society
1400 E Washington Ste 170
Madison,WI53703 		  PC Madison Audubon's Education Program: Empowering Kids through Discovery! 55,000

Madison Audubon Society
1400 E Washington Ste 170
Madison,WI53703 		  PC Conservation Leaders for Tomorrow: Madison Audubon's Internship Program at Faville Grove Sanctuary 20,000

MAG America
1233 20th Street NW Suite 640
Washington,DC20036 		  PC Improving lives and livelihoods in Cambodia through landmine clearance and provision of life saving lessons. 250,000

Mission Graduates
3040 16th Street
San Francisco,CA94103 		  PC Mission Graduates Parent Partner Program Support 25,000

Mission Graduates
3040 16th Street
San Francisco,CA94103 		  PC College to Career Staffing and Programming 160,000

Mission Graduates
3040 16th Street
San Francisco,CA94103 		  PC MG Promise Scholars - Cohort 13 Class of 2028 60,000

Muttville
PO Box 410207
San Francisco,CA94141 		  PC Muttville's Seniors for Seniors Program and Humane Education Program 30,000

National Fish and Wildlife Foundation
8011 34th Ave South Suite 242
Bloomington,MN55425 		  PC Sustain Our Great Lakes Funding Collaboration 400,000

Project Education Plus
Holy Family Lutheran Church 542 W H
obbie St
Chicago,IL60610 		  PC General Operating and Scholarship Support 2023-2025 25,000

SkyART
3026 E 91st Street
Chicago,IL60617 		  PC Project 3rd Space Teen Programs on South and West Sides 125,000

Storycatchers Theatre
544 W Oak Street 1005
Chicago,IL60610 		  PC Changing Voices, Temporary LockDown, and training and curriculum development 50,000

The HALO Trust USA Inc
1730 Rhode Island Avenue NW Suite 2
06
Washington,DC20036 		  PC Transforming HALO's Global Impact through Crosscutting Investment 1,205,000

The People's Music School
931 W Eastwood Avenue
Chicago,IL60640 		  PC People's Music School South Side Programs FY24-FY25 50,082

The People's Music School
931 W Eastwood Avenue
Chicago,IL60640 		  PC People's Music School South Side Programs FY24-FY25 150,000

The People's Music School
931 W Eastwood Avenue
Chicago,IL60640 		  PC People's Music School South Side Programs FY24-FY25 99,794

Up On Top
1187 Franklin Street
San Francisco,CA94109 		  PC After-School and Summer Programs 15,000

Up On Top
1187 Franklin Street
San Francisco,CA94109 		  PC After-School and Summer Programs 35,000

Youth Services of Glenview-Northbrook
3080 West Lake Avenue
Glenview,IL60026 		  PC After School Programming 2023-2024 35,000
Total ................................. right arrow 3b 5,090,927
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 9,552  
4 Dividends and interest from securities ....     14 3,892,461  
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 ............ 		901101 -32 18 10,529,198  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM PASS-THROUGH INV 		901101 -27,712 1 -284,866  
bFEDERAL TAX REFUND     1 47,047  
cCLASS ACTION PROCEEDS     1 387  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -27,744 14,193,779 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,166,035
(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: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Caerus Foundation Inc
 
Employer identification number

71-0935903
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Caerus Foundation Inc
  		Employer identification number
71-0935903
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
J THOMAS HURVIS
 
3100 SANDERS ROAD SUITE 500
 
NORTHBROOK, IL60062

$ 29,991,460


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Caerus Foundation Inc
  		Employer identification number

71-0935903
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 475,861 SHARES OF VARIOUS STOCK $ 19,991,460 2023-12-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Caerus Foundation Inc
  		Employer identification number

71-0935903
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,006 18,503   20,175

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
CAPITAL GAIN PER BOOKS         132,003,419 121,474,253     10,529,166  

TY 2023 InvestmentsOtherSchedule2
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN FUND INTL GR AND INC FMV 16,272,046 16,272,046
ASE TECHNOLOGY HOLDING F UNSPONSORED ADR FMV 420,571 420,571
ARTISAN DEVELOPING WORLD INSTITUTIONAL FMV 3,463,150 3,463,150
ARTISAN MID CAP INSTITUTIONAL FMV 0 0
BAIRD CORE PLUS BOND INSTITUTIONAL FMV 28,556,681 28,556,681
BAIRD ULTRA SHORT BOND INSTITUTIONAL FMV 8,432,704 8,432,704
BAE SYSTEMS PLC F SPONSORED ADR FMV 730,530 730,530
BIOTECHNOLOGY VALUE FUND II FMV 4,496,651 4,496,651
BNP PARIBAS F SPONSORED ADR FMV 259,508 259,508
COCA-COLA FEMSA SABF SPONSORED ADR FMV 896,809 896,809
CHEVRON CORP FMV 0 0
CHUBB LTD FMV 0 0
CONOCOPHILLIPS FMV 0 0
CONTROLLED ENVIRONMENT FOODS FMV 1,083,912 1,083,912
DANAHER CORP FMV 0 0
DAVIDSON KEMPNER INTERNATIONAL (BVI), LTD FMV 5,371,915 5,371,915
DEUTSCHE TELEKOM AG F SPONSORED ADR FMV 373,605 373,605
DHL GROUP F SPONSORED ADR FMV 655,223 655,223
ENEL-SOCIETA PER AZION F SPONSORED AD FMV 450,977 450,977
EXXON MOBIL CORP FMV 0 0
FUNDING UNIVERSITY, INC FMV 1,906,749 1,906,749
GENUINE PARTS CO FMV 0 0
Hudson Bay International Fund FMV 5,166,759 5,166,759
IBERDROLA SAF SPONSORED ADR FMV 312,795 312,795
IMPACT ENGINE VENTURES II, LP FMV 240,665 240,665
INTEREST RECEIVABLE TO FUNDING UNIVERSITY, INC FMV 0 0
ISHARES CORE US AGGREGATE BOND ETF FMV 0 0
JOHNSON CONTROLS INTER F FMV 0 0
LOWES COMPANIES INC FMV 0 0
METHOD ONE, LLC FMV 1,259,974 1,259,974
MICHELIN COMPAGNIE F SPONSORED ADR FMV 419,186 419,186
MORGAN STANLEY FMV 0 0
MUNICH RE GROUP F SPONSORED ADR FMV 223,254 223,254
NEXTERA ENERGY INC FMV 0 0
NIPPON TELEG&TELEPH F SPONSORED ADR FMV 348,093 348,093
NN GROUP N V F SPONSORED ADR FMV 137,864 137,864
O REILLY AUTOMOTIVE FMV 0 0
PATAMAR CAPITAL FMV 417,078 417,078
PATAMAR FUND II LP FMV 1,780,189 1,780,189
PHILIP MORRIS INTL FMV 0 0
ROYCE SMALL-CAP SPECIAL EQUITY INVESTMENT FMV 4,713,667 4,713,667
SANOFI SAF SPONSORED ADR FMV 289,429 289,429
SIEMENS AGF SPONSORED ADR FMV 694,441 694,441
SMURFIT KAPPA GROUP PLF SPONSORED ADR FMV 386,017 386,017
SOFTBANK MOBILE SERVIC F UNSPONSORED ADR FMV 355,565 355,565
SONIC HEALTHCARE LTD F SPONSORED ADR FMV 284,447 284,447
SPF SECURITIZED PRODUCTS FUND LTD FMV 0 0
T. ROWE PRICE INST INTL DISCIPLINED EQ FMV 16,387,755 16,387,755
TENOR FUND FMV 5,537,940 5,537,940
TESCO PLC F UNSPONSORED ADR FMV 85,095 85,095
TOKIO MARINE HOLDINGS F SPONSORED ADR FMV 289,172 289,172
TOKYO ELECTRON LTD F SPONSORED ADR FMV 105,808 105,808
TOYOTA MOTOR CORP F SPONSORED ADR FMV 745,256 745,256
UPM-KYMMENE CORP F SPONSORED ADR FMV 463,742 463,742
UTD OVERSEAS BK F SPONSORED ADR FMV 480,798 480,798
VANGUARD DIVIDEND GROWTH FUND INV FMV 0 0
VANGUARD EQUITY-INCOME ADM FMV 0 0
VANGUARD 500 INDEX ADMIR FMV 70,552,987 70,552,987
VANGUARD SMALL CAP GROWTH H INDEX ADMIRAL FMV 2,412,729 2,412,729
VOLVO AB F SPONSORED ADR FMV 364,527 364,527
Z CAPITAL PARTNERS III, LP FMV 8,903,815 8,903,815
ZURICH INSURANCE GROUP F SPONSORED ADR FMV 323,801 323,801

TY 2023 OtherExpensesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL DEVELOPMENT EXPENSES 8,834     8,834
DUES AND SUBSCRIPTIONS 756     756
LICENCE, PERMIT & FEE EXPENSE 170     170
POSTAGE & MAILING EXPENSES 40     191
SUPPLIES 26     26
ILLINOIS ATTORNEY GENERAL FILING FEES 15     15


TY 2023 OtherIncomeSchedule2
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PASS-THROUGH INVESTMENTS -312,578 -284,913  
FEDERAL TAX REFUND 47,047 0  
CLASS ACTION PROCEEDS 387 387  


TY 2023 OtherIncreasesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
unrealized gain 3,249,244


TY 2023 OtherLiabilitiesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED GRANT COMMITMENTS 7,268,080 7,619,677
DUE TO THG 209  


TY 2023 OtherProfessionalFeesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
THE HURVIS GROUP 1,828,200 1,111,600   716,600
CONSULTING FEES 1,440     1,440


TY 2023 TaxesSchedule
Name:
Caerus Foundation Inc
EIN:
71-0935903
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 67,562 67,562