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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Community Memorial Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)15 Spinning Wheel Road 326
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hinsdale, IL60521
A Employer identification number

36-4012380
B Telephone number (see instructions)

(630) 654-4729
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$102,296,629
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 45,259
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,119,588 2,479,901  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,573,992
b Gross sales price for all assets on line 6a 35,182,025
7 Capital gain net income (from Part IV, line 2)... 5,979,531
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)....... 101,680 187,539 0
12 Total. Add lines 1 through 11........ 7,840,519 8,646,971 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 355,555 118,667 0 236,889
14 Other employee salaries and wages...... 690,840 64,430 0 551,668
15 Pension plans, employee benefits....... 146,930 4,830 0 142,100
16a Legal fees (attach schedule)......... 23,732 0 0 30,139
b Accounting fees (attach schedule)....... 53,815 21,526 0 35,739
c Other professional fees (attach schedule).... 815,188 412,293 0 381,706
17 Interest............... 13 13 0 0
18 Taxes (attach schedule) (see instructions)... 173,991 12 0 0
19 Depreciation (attach schedule) and depletion... 4,803 0 0
20 Occupancy.............. 61,471 8,606 0 54,187
21 Travel, conferences, and meetings....... 67,740 0 0 67,740
22 Printing and publications.......... 2,360 0 0 2,360
23 Other expenses (attach schedule)....... 199,223 6,223 0 204,421
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,595,661 636,600 0 1,706,949
25 Contributions, gifts, grants paid....... 3,712,215 3,712,215
26 Total expenses and disbursements. Add lines 24 and 25 6,307,876 636,600 0 5,419,164
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,532,643
b Net investment income (if negative, enter -0-) 8,010,371
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 376,922 1,133,249 1,133,249
2 Savings and temporary cash investments......... 4,511,371 4,319,230 4,319,230
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 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.......... 49,460 87,301 87,301
10a Investments—U.S. and state government obligations (attach schedule) 3,578,421 Click to see attachment
List of Attached Documents:
// Content
6,125,865
6,125,865
b Investments—corporate stock (attach schedule)....... 53,405,800 Click to see attachment
List of Attached Documents:
// Content
47,403,523
47,403,523
c Investments—corporate bonds (attach schedule)....... 2,288,012 Click to see attachment
List of Attached Documents:
// Content
3,432,237
3,432,237
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).......... 33,244,803 Click to see attachment
List of Attached Documents:
// Content
37,844,574
37,844,574
14 Land, buildings, and equipment: basis right arrow157,258
Less: accumulated depreciation (attach schedule) right arrow144,638 15,935 Click to see attachment
List of Attached Documents:
// Content
12,620
12,620
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,847,498
Click to see attachment
List of Attached Documents:
// Content
1,938,030
Click to see attachment
List of Attached Documents:
// Content
1,938,030
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 99,318,222 102,296,629 102,296,629
Liabilities 17 Accounts payable and accrued expenses.......... 289,933 221,368
18 Grants payable................. 0  
19 Deferred revenue................. 0  
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
1,651,919
Click to see attachment
List of Attached Documents:
// Content
1,817,734
23 Total liabilities (add lines 17 through 22)......... 1,941,852 2,039,102
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........... 97,149,934 100,005,787
25 Net assets with donor restrictions............ 226,436 251,740
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 97,376,370 100,257,527
30 Total liabilities and net assets/fund balances (see instructions). 99,318,222 102,296,629
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
97,376,370
2
Enter amount from Part I, line 27a .....................
2
1,532,643
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,348,514
4
Add lines 1, 2, and 3 ..........................
4
100,257,527
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
100,257,527
Form 990-PF (2024)
Form 990-PF (2024)
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 TOTAL REALIZED CAPITAL LOSSES FROM SALE OF INVESTMENTS 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 35,182,025   29,202,494 5,979,531
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     0 5,979,531
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 5,979,531
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) 1 111,344
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 111,344
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- ..... 5 111,344
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 116,256
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 146,256
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 34,912
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow34,912 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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 2024 or the taxable year beginning in 2024? 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.CMFDN.ORG
14
The books are in care ofright arrowThe Organization Telephone no.right arrow (630) 654-4729

Located atright arrow15 Spinning Wheel Road No 326HinsdaleIL ZIP+4right arrow60521
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Greg DiDomenico President and CEO
40.000
290,805 104,750 0
15 Spinning Wheel Road
Hinsdale,IL60521
Laura West Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Bradly Bloom Vice Chair/Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Bonny Chen MD Chair/Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Mike Kuruvilla Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Kris Lonsway PHD Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Keith Suchy MD Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Keith Watson Treasurer/Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Rev Merideth Onion Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Lavelle Topps Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Darius Gill Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
Sylvia Aldrete Secretary/Director
1.000
0 0 0
15 Spinning Wheel Road
Hinsdale,IL60521
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
Lisa M Derezenski Director of Admin.
40.000
184,086 13,800 1,200
15 Spinning Wheel Road
Hinsdale,IL60521
Nanette Silva Program Director
40.000
165,173 12,075 1,200
15 Spinning Wheel Road
Hinsdale,IL60521
Thomas Fuechtmann Sr. Program Officer
40.000
148,256 11,137 1,200
15 Spinning Wheel Road
Hinsdale,IL60521
Elizabeth Murin Prog & Comm Officer
40.000
114,783 8,348 1,200
15 Spinning Wheel Road
Hinsdale,IL60521
Danny Sayas Grants & OM
40.000
71,680 5,375 1,200
15 Spinning Wheel Road
Hinsdale,IL60521
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
SOAR STRATEGIES INC PROGRAM CONSULTING SERVICES 198,000
PO BOX 6185
EVANSTON,IL60204
Marquette Associates Investment Manager 115,000
180 N LaSalle Street
Chicago,IL60601
WITTKIEFFER INC CONSULTING SERVICES 94,441
2015 SPRING ROAD
OAK BROOK,IL60523
Cherry Bekaert Advisory LLC ACCOUNTING SERVICES 52,730
3800 GLENWOOD AVENUE
RALEIGH,NC27612
CROWE LLP AUDIT & TAX SERVICES 52,723
320 E JEFFERSON BLVD
SOUTH BEND,IN46624
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 REGIONAL HEALTH AND HUMAN SERVICES AGENDA (RHA)THE INTEGRATED AGENDA IDENTIFIES HEALTH AND HUMAN SERVICES PRIORITIES for the 27 CMF communities and highlights corresponding indicators to track progress over a ten-year time frame. 2,110,951
2 BUILDING ORGANIZATIONAL EFFECTIVENESS (BOE) PROVIDES LOCAL NON-PROFIT ORGANIZATIONS WITH CONTINUOUS LEARNING AND IMPROVEMENT OPPORTUNITIES. 843,579
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 (2024)
Form 990-PF (2024)
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
100,417,486
b
Average of monthly cash balances.......................
1b
548,158
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
100,965,644
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
100,965,644
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,514,485
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
99,451,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,972,558
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
4,972,558
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
111,344
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
111,344
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,861,214
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,861,214
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
4,861,214
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
5,419,164
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
5,419,164
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,861,214
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,194,011
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,419,164
a Applied to 2023, but not more than line 2a 1,194,011
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 2024 distributable amount..... 4,225,153
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.   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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
636,061
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
None
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.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Community Memorial Foundation
15 SPINNING WHEEL ROAD
HINSDALE,IL60521
(630) 654-4729
WWW.CMFDN.ORG
bThe form in which applications should be submitted and information and materials they should include:
GRANTS AWARDED THOUGH THE REGIONAL Health and human services agenda and RESPONSIVE GRANTS PROGRAM ADVANCE THE FOUNDATION'S VISION OF TRANSFORMING THE WESTERN SUBURBS INTO THE HEALTHIEST REGION OF THE COUNTRY. ELIGIBLE ORGANIZATIONS MUST SUBMIT AN ONLINE LETTER OF INTENT (LOI) IF: NEVER RECEIVED A GRANT IN THE LAST 3 YEARS; OR INTENDS TO REQUEST MORE THAN $25,000. LOI'S ARE DUE ON FEBRUARY 15 OR AUGUST 15, SPRING, FALL CYCLE. IF THE ORGANIZATION IS INVITED TO SUBMIT A FULL APPLICATION, IT IS DUE MARCH 15 AND SEPTEMBER 15, SPRING, FALL CYCLE. All applicants must complete their applications online at www.cmfdn.org
cAny submission deadlines:
MARCH 15 AND SEPTEMBER 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CMF AWARDS GRANTS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3) AND FURTHER AS PUBLIC CHARITIES (EXCEPT FOR CERTAIN ORGANIZATIONS DESCRIBED IN IRC SECTION 509(a)(3) DELIVERING SERVICES WITHIN THE 27 CMF COMMUNITIES. RESPONSIVE GRANTS ARE ALLOCATED FOR PROGRAM SERVICES AS WELL AS FOR GENERAL OPERATING SUPPORT. BEFORE COMPLETING AN APPLICATION, IT IS IMPORTANT THAT YOU REVIEW CMF'S POLICIES AND GUIDELINES, GEOGRAPHIC FOCUS (27 TARGET COMMUNITIES), AND CURRENT PRIORITY AREAS WHICH CAN BE FOUND ON OUR WEBSITE.
Form 990-PF (2024)
Form 990-PF (2024)
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

Aging Care Connections

111 W Harris Ave
La Grange,IL60525
NONE PC Regional Health Agenda 126,245

Alivio Medical Center

966 W 21st Street
Chicago,IL60608
NONE PC Regional Health Agenda 118,248

All Our Children's Advocacy Center

8651 S 79th Ave
Justice,IL60458
NONE PC Responsive 31,005

Alliance to End Homelessness

4415 Harrison Street Suite 228
Hillside,IL60162
NONE PC Responsive 25,505

Arab American Family Services

7000 W 111th St
Worth,IL60482
NONE PC BOE 6,245

Aspire

1815 S Wolf Road
Hillside,IL60162
NONE PC BOE 27,475

BEDS Plus

9601 Ogden Avenue
La Grange,IL60525
NONE PC Regional Health Agenda 245,775

Bridge Communities Inc

500 Roosevelt Road
Glen Ellyn,IL60137
NONE PC Responsive 60,480

Candor Health Organization

15 Spinning Wheel Rd Suite 410
Hinsdale,IL60521
NONE PC Responsive 31,005

Catholic Charities of the Diocese of Joliet

16555 Weber Road
Crest Hill,IL60403
NONE PC Responsive 19,500

Center For Advancing Domestic Peace Inc

813 S Western Ave Unit 1C
Chicago,IL60612
NONE PC BOE 6,755

Center for Independence Through Conductive Ed

100 W Plainfield Rd Ste 100
Countryside,IL60525
NONE PC Responsive 37,885

Chicago Dental Society Foundation

401 N Michigan Ave Suite 200
Chicago,IL60611
NONE PC Responsive 31,005

Chicago Workers Collaborative

6975 Cermak Rd
Berwyn,IL60402
NONE PC Responsive 30,500

Community Assisted Rides (CARS)

PO Box 310 mail 150 S Ashland
La Grange,IL60525
NONE PC BOE 21,505

Community House

415 W 8th Street
Hinsdale,IL60521
NONE PC Responsive 56,245

Community Support Services Inc

9021 W Ogden Avenue
Brookfield,IL60513
NONE PC Responsive 46,245

Dental Lifeline Network

560 W Lake Street 114E
Chicago,IL60661
NONE PC Responsive 27,500

DuPage Federation on Human Services Reform

1910 S HIGHLAND AVE STE 135
Lombard,IL60148
NONE PC Responsive 30,500

DuPage Health Coalition

511 Thornhill Drive Suite C
Carol Stream,IL60188
NONE PC Responsive 31,005

DuPage Senior Citizens Council

1990 Springer Drive
Lombard,IL60148
NONE PC Responsive 15,500

DuPagePads

601 W Liberty Dr
Wheaton,IL60187
NONE PC Responsive 31,245

Easter Seals DuPage & Fox Valley Region

830 S Addison Avenue
Villa Park,IL60181
NONE PC Responsive 31,766

El Valor Corporation

1850 W 21st st
Chicago,IL60608
NONE PC BOE 31,880

Family Focus Inc

5467 S University Avenue
Chicago,IL60615
NONE PC Responsive 35,500

Greater Chicago Food Depository

4100 W Ann Lurie Place
Chicago,IL60632
NONE PC Responsive 27,500

Hamdard Center for Health & Human Services

228 E Lake Street
Addison,IL60101
NONE PC Responsive 39,745

HCS Family Services

22 N Elm St
Hinsdale,IL60521
NONE PC Responsive 80,500

Health and Medicine Policy Research Group

29 E Madison St Suite 602
Chicago,IL60602
NONE PC Regional Health Agenda 81,755

Healthcare Alternative Systems Inc

4734 W Chicago Ave
Chicago,IL60651
NONE PC Regional Health Agenda 230,020

Helping Hand Center

9649 W 55th Street
Countryside,IL60525
NONE PC Responsive 70,606

Hope's Front Door

1047 Curtiss Street
Downers Grove,IL60515
NONE PC Responsive 31,505

Housing Forward

1851 S Ninth Ave
Maywood,IL60153
NONE PC Responsive 42,245

Kids Above All

8765 W Higgins Rd Suite 450
CHICAGO,IL606314172
NONE PC Responsive 13,500

LeaderShop The

4903 S Willow Springs Raod
LaGrange,IL60525
NONE PC BOE 6,005

Life Span

70 E Lake Street - Suite 600
Chicago,IL60601
NONE PC Responsive 31,755

LOVE INC of Western Suburbs Chicago

PO Box 50
Clarendon Hills,IL60514
NONE PC Responsive 9,000

Meals On Wheels Foundation of Northern Illinois

7222 W Cermak Suite 302
North Riverside,IL60546
NONE PC BOE 13,125

Mercy Housing Lakefront

120 S LaSalle Suite 1915
Chicago,IL60603
NONE PC Responsive 25,500

Metropolitan Family Services

101 N Wacker Drive 17th Floor
Chicago,IL60606
NONE PC Regional Health Agenda 86,570

Mobile CARE Foundation

239 W Root St
Chicago,IL60609
NONE PC Responsive 35,500

Mujeres Latinas En Accion

2124 W 21st Place
Chicago,IL60608
NONE PC Regional Health Agenda 185,970

NAMI Metro Suburban

PO Box 977
Oak Park,IL60302
NONE PC Regional Health Agenda 207,495

NAMI of DuPage County Illinois

115 N County Farm Road
Wheaton,IL60187
NONE PC Responsive 36,005

Northern Illinois Food Bank

273 Dearborn Court
Geneva,IL60134
NONE PC BOE 6,947

Oak Park and River Forest Infant Welfare Society

28 Madison Street
Oak Park,IL60302
NONE PC Responsive 37,885

People's Resource Center

104 Chestnut Ave
Westmont,IL60559
NONE PC Responsive 91,005

Pillars Community Health

5220 East Avenue
La Grange,IL60525
NONE PC Regional Health Agenda 470,856

Prairie State Legal Services Inc

303 N Main Street Suite 600
Rockford,IL61101
NONE PC Responsive 33,500

Ray Graham Association

901 Warrenville Road Suite 500 Lisl
Lisle,IL60532
NONE PC Responsive 32,606

SamaraCare

1819 Bay Scott Circle
Naperville,IL60540
NONE PC BOE 34,480

Shriver Center on Poverty Law

67 E Madison St Suite 2000
Chicago,IL60603
NONE PC Responsive 31,005

Suburban Primary Health Care Council

2225 Enterprise Drive Suite 2507
Westchester,IL60154
NONE PC Responsive 46,755

Teen Parent Connection

475 Taft Ave
Glen Ellyn,IL60137
NONE PC Responsive 46,005

United Cerebral Palsy Seguin of Greater Chicago (UCP Seguin)

3100 South Central Avenue
Cicero,IL608043956
NONE PC Responsive 34,625

United Methodist Homes & Services Foundation

5145 N Glenwood Ave
Chicago,IL60640
NONE PC BOE 11,880

Way Back Inn Inc

104 Oak Street
Maywood,IL60153
NONE PC Responsive 46,005

Wellness House

131 N County Line Road
Hinsdale,IL60521
NONE PC Responsive 36,005

Youth Crossroads Inc

6501 W Stanley
Berwyn,IL60402
NONE PC BOE 58,975

Access Community Health Network

600 Fulton St Suite 300
Chicago,IL60661
NONE PC Responsive - High Five 5,500

Age Options

1048 Lake Street
Oak Park,IL60301
NONE PC Responsive - High Five 5,500

Alliance to End Homelessness in Suburban Cook County

4415 Harrison Street Suite 228
Hillside,IL60162
NONE PC Responsive - High Five 5,500

Alzheimer's Association

2200 Cabot Drive Suite 460
Lisle,IL60532
NONE PC Responsive 10,000

Aspire Of Illinois

1815 S Wolf Road
Hillside,IL60162
NONE PC Responsive - High Five 5,500

Catholic Charities of the Archdiocese of Chicago

721 N LaSalle
Chicago,IL60654
NONE PC Responsive 35,000

Center for Creative Leadership

One Leadership Place
Greensboro,NC27410
NONE PC BOE 125,000

CHAT - Communication Health Advocacy & Therapy

310 S Main Street Suite D
Lombard,IL60148
NONE PC Responsive - High Five 5,500

Chicago Metropolitan Battered Women's Network

33 N Dearborn St Ste 2210
Chicago,IL60602
NONE PC Responsive 5,000

Elyssa's Mission

900 Skokie Blvd Ste 135
Northbrook,IL60062
NONE PC Responsive - High Five 5,500

EverThrive

1006 S Michigan Ave Suite 200
Chicago,IL60605
NONE PC BOE 505

Hope for the Day

4252 N Cicero Avenue
Chicago,IL60610
NONE PC Responsive - High Five 5,500

Illinois Coalition for Immigrant and Refugee Rights

228 S Wabash Suite 800
Chicago,IL60604
NONE PC Responsive - High Five 5,500

Literacy DuPage

2100 Manchester Road Suite 904
Wheaton,IL60187
NONE PC BOE 505

Oak Park River Forest Community Fund

1049 Lake St 204
Oak Park,IL60301
NONE PC Responsive 10,000

Pav YMCA

2947 S Oak Park Ave 98
Berwyn,IL60402
NONE PC BOE 745

Proviso Public Partnership

4565 W Harrison Street 3rd Floor
Hillside,IL60162
NONE PC Responsive - High Five 5,500

Racing Industry Charitable Foundation

3501 S Laramie Ave RICF Medical W
Cicero,IL60804
NONE PC Responsive 15,000

Sga Youth & Family Services Nfp

11 East Adams Street Suite 1500
Chicago,IL60603
NONE PC BOE 2,856

St Cletus Food Pantry

600 W 55th St
LaGrange,IL60525
NONE PC Responsive - High Five 5,500

St Cletus School

600 W 55th St
LaGrange,IL60525
NONE PC Responsive 1,250

The Warehouse Project & Gallery

3246 Prairie Ave
Brookfield,IL60513
NONE PC Responsive - High Five 5,500

Tutoring English to Advance Change (TEACH)

100 S 6th Ave
La Grange,IL60525
NONE PC Responsive - High Five 5,500

Xilin Association

1163 E Ogden Avenue Suite 610
Naperville,IL60563
NONE PC Responsive - High Five 5,500

Youth Outreach Services Inc

2411 W Congress Parkway
Chicago,IL60612
NONE PC Responsive - High Five 5,500
Total .................................right arrow 3a 3,712,215
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,119,588  
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 .....     14 101,680  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 5,573,992  
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 7,795,260 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,795,260
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Community Memorial Foundation
 
Employer identification number

36-4012380
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Community Memorial Foundation
 
Employer identification number
36-4012380
Part I
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
Jeffrey and Corlyn Simmons
 
731 S Elm Street
 
Hinsdale, IL60521

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
Naffah Family Charitable Foundation
 
6161 South County Line Road
 
Burr Ridge, IL60527

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
Mr and Ms Burjan
 
607 Burr Ridge Club
 
Burr Ridge, IL60527

$ 15,528


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Community Memorial Foundation
 
Employer identification number

36-4012380
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
3
PUBLICLY TRADED SECURITIES $ 15,528 2024-11-27
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Community Memorial Foundation
 
Employer identification number

36-4012380
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

TY 2024 AccountingFeesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 53,815 21,526 0 35,739

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

TY 2024 DepreciationSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
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
DEPRECIATION EXPENSE           4,803      

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Realized Investment Gain/(losses)   P     35,182,025 29,608,033     5,573,992  

TY 2024 InvestmentsCorpBondsSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
BMO - MESIROW FINANCIAL 3,432,237 3,432,237

TY 2024 InvestmentsCorpStockSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
BMO - CONGRESS AM 2,043,185 2,043,185
BMO - CUSTODY 43,154,127 43,154,127
BMO - LONDON COMPANY 2,206,211 2,206,211

TY 2024 InvestmentsGovtObligationsSch
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

6,125,865
US Government Securities - End of Year Fair Market Value:

6,125,865
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Alternative Investments AT COST 37,844,574 37,844,574

TY 2024 LandEtcSchedule2
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
MACHINERY & EQUIPMENT 63,011 50,391 12,620 12,620
FURNITURE & FIXTURES 80,204 80,204 0 0
COMPUTER SOFTWARE 4,035 4,035 0 0
LEASEHOLD IMPROVEMENTS 10,008 10,008 0 0


TY 2024 LegalFeesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 23,732 0 0 30,139


TY 2024 OtherAssetsSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 68,702 95,674 95,674
ASSETS HELD IN TRUST 487,887 509,988 509,988
INVESTMENTS - NON-QUALIFIED PLANS 933,619 1,148,601 1,148,601
REFUNDABLE SEC 4940 EXCISE TAX 120,337 0 0
RIGHT OF USE ASSETS 236,953 183,767 183,767


TY 2024 OtherExpensesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Equipment Rental & Maintenance 78,647 1,336 0 77,005
Insurance - General 24,213 3,390 0 39,309
Postage & Shipping 206 29 0 181
Supplies 31,971 1,468 0 16,497
Food and Entertainment 31,998 0 0 31,746
Galas/Seminars 7,269 0 0 7,269
Dues and Membership Fees 24,919 0 0 32,414


TY 2024 OtherIncomeSchedule2
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
portfolio income 60,430 146,289 0
grant management income 41,250 41,250 0


TY 2024 OtherIncreasesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED GAIN ON INVESTMENTS CARRIED AT FAIR VALUE 1,323,210
CHANGE IN VALUE OF TRUST OBLIGATION 25,304


TY 2024 OtherLiabilitiesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED COMPENSATION OBLIGATIONS 933,619 1,148,601
ANNUITY OBLIGATIONS 261,451 258,248
DEFERRED INCOME TAXES 223,000 226,500
LEASE LIABILITIES 233,849 184,385


TY 2024 OtherProfessionalFeesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACTIVE INVESTMENT MANAGEMENT FEES 303,984 282,795 0 0
CUSTODIAL FEES 14,498 14,498 0 0
INVESTMENT CONSULTANT FEES 115,000 115,000 0 0
MARKETING PROFESSIONAL FEES 42,462 0 0 42,462
PAYROLL SERVICE FEES 2,081 0 0 2,081
OTHER PROFESSIONAL FEES 101,870 0 0 101,870
PROGRAM CONSULTANTS 177,570 0 0 177,570
AUDITING FEES 57,723 0 0 57,723


TY 2024 TaxesSchedule
Name:
Community Memorial Foundation
EIN:
36-4012380
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax Expense 104,744 0 0 0
employment taxes 65,747 0 0 0
Deferred Income Tax Provision 3,500 0 0 0
Foreign Tax 0 12 0 0