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

36-3100492
B Telephone number (see instructions)

(312) 755-0064
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$23,687,486J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 433,871 346,487  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,051,721
b Gross sales price for all assets on line 6a 18,651,400
7 Capital gain net income (from Part IV, line 2)... 2,051,721
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9 9  
12 Total. Add lines 1 through 11........ 2,485,601 2,398,217  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 174,636 43,659   130,977
14 Other employee salaries and wages...... 108,864 27,216   81,648
15 Pension plans, employee benefits....... 16,912 4,228   12,684
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,000 23,250   7,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
181,132 137,632   43,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,088 12,182   15,906
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 91,191 22,798   68,393
21 Travel, conferences, and meetings....... 55,551 13,456   41,688
22 Printing and publications.......... 445 111   334
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,273 15,286   59,987
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 805,092 299,818   462,867
25 Contributions, gifts, grants paid....... 1,100,276 1,100,276
26 Total expenses and disbursements. Add lines 24 and 25 1,905,368 299,818   1,563,143
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 580,233
b Net investment income (if negative, enter -0-) 2,098,399
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 1,295,544 311,038 311,038
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,545,312 Click to see attachment
List of Attached Documents:
// Content
5,276,553 		5,321,878
b Investments—corporate stock (attach schedule)....... 11,829,262 Click to see attachment
List of Attached Documents:
// Content
11,911,942 		16,390,879
c Investments—corporate bonds (attach schedule)....... 1,816,574 Click to see attachment
List of Attached Documents:
// Content
1,573,447 		1,658,113
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow69,298
Less: accumulated depreciation (attach schedule) right arrow69,298      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,807 		Click to see attachment
List of Attached Documents:
// Content
5,578 		Click to see attachment
List of Attached Documents:
// Content
5,578
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,491,499 19,078,558 23,687,486
Liabilities 17 Accounts payable and accrued expenses.......... 16,003 22,829
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 16,003 22,829
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........ 18,475,496 19,055,729
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 18,475,496 19,055,729
30 Total liabilities and net assets/fund balances (see instructions). 18,491,499 19,078,558
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
18,475,496
2
Enter amount from Part I, line 27a .....................
2
580,233
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,055,729
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
19,055,729
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,651,400   16,599,679 2,051,721
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       2,051,721
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 2,051,721
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 29,168
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 29,168
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,168
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 43,735
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,735
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 14,567
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,567 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.SIRAGUSA.ORG
14
The books are in care ofright arrowJOHN E HICKS JR Telephone no.right arrow (312) 755-0064

Located atright arrow1 E WACKER DR SUITE 1850CHICAGOIL ZIP+4right arrow606011474
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
ALISA S PERROTTE SECRETARY/DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
CAITLYN R HICKS TREASURER/DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
CHARLES D FOX IV DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
IRENE S PHELPS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
ISABEL K SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JAMES DURKAN DIRECTOR
0.70 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN E HICKS JR EXECUTIVE DIRECTOR/ASST SE
40.00 		174,636 27,769 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN R SIRAGUSA III VICE PRESIDENT/DIRECTOR
0.70 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
JOHN ROSS HICKS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
MARCO SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
MICHAEL T HICKS DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
NOAH GINSBURG DIRECTOR
0.50 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
PHILIP SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
ROSS D SIRAGUSA III PRESIDENT, CHAIR
1.50 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
SINCLAIR C SIRAGUSA DIRECTOR
0.35 		0 0 0
THE SIRAGUSA FAMILY FOUNDATION 1
EAST WACKER SUITE 1850
CHICAGO,IL606011474
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CRYSTAL ROBINSON PROGRAM OFFICER
40.00 		108,864 14,606 0
1 EAST WACKER SUITE 1850
CHICAGO,IL606011474
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
DAKOTA WEALTH MANAGEMENT INVESTMENT ADVISORY 73,217
11376 N JOG RD STE 101
PALM BEACH GARDENS,FL33418
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
23,201,290
b
Average of monthly cash balances.......................
1b
99,829
c
Fair market value of all other assets (see instructions)................
1c
5,578
d
Total (add lines 1a, b, and c).........................
1d
23,306,697
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
23,306,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
349,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,957,097
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,147,855
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,147,855
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
29,168
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,168
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,118,687
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,118,687
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,118,687
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,563,143
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,563,143
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 1,118,687
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 403,405
b From 2020...... 412,434
c From 2021...... 275,816
d From 2022...... 426,596
e From 2023...... 514,870
f Total of lines 3a through e ........ 2,033,121
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,563,143
a Applied to 2023, 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 2024 distributable amount..... 1,118,687
e Remaining amount distributed out of corpus 444,456
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,477,577
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		403,405
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,074,172
10 Analysis of line 9:
a Excess from 2020.... 412,434
b Excess from 2021.... 275,816
c Excess from 2022.... 426,596
d Excess from 2023.... 514,870
e Excess from 2024.... 444,456
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).)
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 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 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 (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

3ARTS INC

200 W MADISON STREET FL 3
CHICAGO,IL60601 		NONE PC MAKE A WAVE FUND AND GENERAL OPERATING 10,250

A SAFE HAVEN FOUNDATION

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

ADLER PLANETARIUM

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

ALBANY PARK THEATER PROJECT

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

ALTERNATIVES INCORPORATED

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

AMERICAN INDIAN COLLEGE FUND

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

ART INSTITUTE OF CHICAGO

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

ASSOCIATED COLLEGES OF ILLINOIS

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

BIG SHOULDERS FUND

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

BOTTOM LINE

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

BRAVEN INC

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

BREAKTHROUGH SACRAMENTO

3400 3RD AVE
SACRAMENTO,CA95841 		NONE PC GENERAL OPERATING 12,630

BUILD

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

CARA COLLECTIVE

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

CENTER FOR CHANGING LIVES

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

CHICAGO BOTANIC GARDEN

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

CHICAGO CARES

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

CHICAGO HIGH SCHOOL FOR THE ARTS FOUNDATION

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

CHICAGO OPERA THEATER

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

CHICAGO SINFONIETTA

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

CHICAGO WOMEN IN PHILANTHROPY

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

CHILDREN'S HOME & AID SOCIETY

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

CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION

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

COLLEGE POSSIBLE

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

COMMUNITIES IN SCHOOLS (CIS)

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

CONNECTIONS FOR ABUSED WOMEN & THEIR CHILDREN

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

DELORES BARR WEAVER POLICY CENTER

40 E ADAMS ST 130
JACKSONVILLE,FL32202 		NONE PC GENERAL OPERATING 500

ELMHURST UNIVERSITY

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

ERIE FAMILY HEALTH CENTER

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

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 370

FAMILY FOCUS

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

FRIENDS OF THE CHICAGO RIVER

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

GOODMAN THEATRE

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

GROWING HOME

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

HARRIS THEATER FOR MUSIC AND DANCE

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

HOWARD BROWN HEALTH

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

HUBBARD STREET DANCE THEATER

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

ILLINOIS WESLEYAN UNIVERSITY

1312 PARK ST
BLOOMINGTON,IL61701 		NONE PC SCHOLARSHIPS 10,000

INFANT WELFARE SOCIETY OF CHICAGO

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

INGENUITY INCORPORATED

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

INSPIRATION CORPORATION

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

INSTITUTE FOR SHIPBOARD EDUCATION

2243 CENTRE AVE UNIT 300
FORT COLLINS,CO80526 		NONE PC GENERAL OPERATING 10,000

INTERNATIONAL GAME FISH ASSOCIATION

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

JOHN G SHEDD AQUARIUM

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

JOSEPHINUM ACADEMY

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

JUVENILE PROTECTIVE ASSOCIATION

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

K9'S FOR WARRIORS

114 CAMP K9 RD
PONTE VEDRA,FL32081 		NONE PC GENERAL OPERATING 10,000

KESHET

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

LINCOLN PARK ZOO

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

LITTLE BROTHERS FRIENDS OF THE ELDERLY

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

LOOKINGGLASS THEATRE COMPANY

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

LOYOLA ACADEMY

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

LOYOLA UNIVERSITY OF CHICAGO

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

LYRIC OPERA OF CHICAGO

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

MARILLAC ST VINCENT FAMILY SERVICES INC

2145 N HALSTED
CHICAGO,IL60614 		NONE PC GENERAL OPERATING 5,000

MARWEN

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

MAYO FOUNDATION

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC SUMMER UNDERGRADUATE RESEARCH FELLOWSHIP (SURF) AND GENERAL OPERATING 22,500

MERIT SCHOOL OF MUSIC

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

METROPOLITAN FAMILY SERVICES

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

MIDTOWN EDUCATIONAL FOUNDATION

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

MIKVA CHALLENGE

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

NATIONAL CENTER FOR FAMILY PHILANTHROPY

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

NEWBERRY LIBRARY

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

NEWROOT LEARNING INSTITUTE

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

NORTH CHICAGO COMMUNITY PARTNERS

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

NORTHWESTERN MEMORIAL FOUNDATION

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

NORTHWESTERN UNIVERSITY

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

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC

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

ONE MILLION DEGREES

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

ONEGOAL

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

OPENLANDS

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

PARTNERSHIP FOR COLLEGE COMPLETION

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

PEOPLE'S MUSIC SCHOOL

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

PLAYMAKERS LABORATORY (BARREL OF MONKEYS)

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

PROJECT EXPLORATION

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

PUBLIC ALLIES

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

RESTORE

2500 KING LOUIS DR
JACKSONVILLE,FL32254 		NONE PC GENERAL OPERATING 11,000

ROOSEVELT UNIVERSITY

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

RUSH UNIVERSITY

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

SALVATION ARMY

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

SCHOOL OF THE ART INSTITUTE OF CHICAGO

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

SHORE COMMUNITY SERVICES INC

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

SILK ROAD RISING

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

SIT STAY READ

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

SKYART

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

SOIL BORN FARMS

2140 CHASE DR
RANCHO CORDOVA,CA95670 		NONE PC YOUTH CORPS EDUCATION PROGRAMS AND GENERAL OPERATING 10,500

STEPPENWOLF

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

TEACH FOR AMERICA-JACKSONVILLE

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

THE CHICAGO COMMUNITY TRUST

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

THE CHICAGO LIGHTHOUSE

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

THE COVE SCHOOL

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

THE CRADLE FOUNDATION

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

THE FIELD MUSEUM

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

THE JOFFREY BALLET OF CHICAGO

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

THE NIGHT MINISTRY

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

THE UNIVERSITY OF CHICAGO

5235 S HARPER COURT 5TH FLOOR
CHICAGO,IL60615 		NONE PC SCHOLARSHIPS 10,000

THRESHOLDS

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

TUESDAY'S CHILD CO GORDON TECH HIGH SCHOOL

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

UNITED NEGRO COLLEGE FUND

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

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

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

URBAN GATEWAYS

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

USO OF ILLINOIS

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

VOLUNTEERS OF AMERICA

1660 DUKE ST
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING 526

WEST POINT SCHOOL OF MUSIC

7411 S STONEY ISLAND AVE
CHICAGO,IL60649 		NONE PC GENERAL OPERATING 10,000

YMCA OF METROPOLITAN CHICAGO

1030 WEST VAN BUREN
CHICAGO,IL60607 		NONE PC SAFE COMMUNITIES 10,000
Total .................................right arrow 3a 1,100,276
bApproved for future payment

3ARTS INC
200 W MADISON STREET FL 3
CHICAGO,IL60601 		NONE PC MAKE A WAVE 10,000

A SAFE HAVEN FOUNDATION
2750 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC CENTER FOR WORKFORCE DEVELOPMENT 15,000

ADLER PLANETARIUM
1300 SOUTH LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC COMMUNITY ENGAGEMENT 10,000

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

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

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

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

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

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

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

BUILD
5100 WEST HARRISON STREET
CHICAGO,IL60644 		NONE PC MITZI FREIDHEIM ENGLEWOOD CHILD & FAMILY CENTER 10,000

CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE ST
LOS ANGELES,CA90012 		NONE PC INTERVENTION PROGRAMS 15,000

CARA COLLECTIVE
237 S DESPLAINES
CHICAGO,IL60661 		NONE PC CALIFORNIA WILDFIRE FUND 20,000

CENTER FOR CHANGING LIVES
1955 N ST LOUIS 101
CHICAGO,IL60647 		NONE PC GENERAL OPERATING 10,000

CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROAD
GLENCOE,IL60022 		NONE PC GENERAL OPERATING 10,000

CHICAGO CARES
1200 W 35TH ST UNIT 302
CHICAGO,IL60609 		NONE PC WINDY CITY HARVEST 10,000

CHICAGO HIGH SCHOOL FOR THE ARTS FOUNDATION
PO BOX 772076
CHICAGO,IL60677 		NONE PC GENERAL OPERATING 5,000

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

CHICAGO SINFONIETTA
70 EAST LAKE STREET SUITE 1430
CHICAGO,IL60601 		NONE PC OPERA FROR ALL PROGRAM 10,000

CHICAGO WOMEN IN PHILANTHROPY
400 E RANDOLPH ST 2305
CHICAGO,IL60601 		NONE PC COMMUNITY ENGAGEMENT 10,000

CHILDREN'S HOME & AID SOCIETY
200 W MONROE STREET STE 2100
CHICAGO,IL60606 		NONE PC CENTER FOR CHILDHOOD RESILENCE 15,000

CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
225 EAST CHICAGO AVENUE
CHICAGO,IL60611 		NONE PC GENERAL OPERATING 10,000

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

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

CONNECTIONS FOR ABUSED WOMEN & THEIR CHILDREN
1116 N KEDZIE 5TH FLOOR
CHICAGO,IL60651 		NONE PC MENTORING PROGRAM 1,000

ELMHURST UNIVERSITY
190 PROSPECT AVENUE
ELMHURST,IL60126 		NONE PC SCHOLARSHIPS 20,000

ERIE FAMILY HEALTH CENTER
1701 W SUPERIOR 3RD FLOOR
CHICAGO,IL60622 		NONE PC WEST SIDE ADOLESCENT BEHAVIORAL HEALTH PROJECT 10,000

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

FRIENDS OF THE CHICAGO RIVER
411 SOUTH WELLS STREET SUITE 800
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 5,000

GOODMAN THEATRE
170 NORTH DEARBORN STREET
CHICAGO,IL60601 		NONE PC TEACHER TRAINING PROGRAM 10,000

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

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

HOWARD BROWN HEALTH
PO BOX 13500
CHICAGO,IL60613 		NONE PC BROADWAY YOUTH CENTER 10,000

HOWARD BROWN HEALTH
PO BOX 13500
CHICAGO,IL60613 		NONE PC WE CARE CAMPAIGN 10,000

HUBBARD STREET DANCE THEATER
1658 MILWAUKEE AVE 100-15838
CHICAGO,IL60647 		NONE PC EDUCATION AND ADAPTIVE DANCE PROGRAMS 10,000

INFANT WELFARE SOCIETY OF CHICAGO
3600 WEST FULLERTON
CHICAGO,IL60647 		NONE PC CHAT PROGRAM 10,000

INSPIRATION CORPORATION
4554 N BROADWAY SUITE 207
CHICAGO,IL60640 		NONE PC FOODSERVICE TRAINING PROGRAM 10,000

JOHN G SHEDD AQUARIUM
1200 S DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60605 		NONE PC COMMUNITY ENGAGEMENT 10,000

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

K9'S FOR WARRIORS
114 CAMP K9 RD
PONTE VEDRA,FL32081 		NONE PC GENERAL OPERATING 10,000

KESHET
610 ACADEMY DR
NORTHBROOK,IL60062 		NONE PC GENERAL OPERATING 5,000

LINCOLN PARK ZOO
2001 NORTH CLARK STREET
CHICAGO,IL60614 		NONE PC COMMUNITY ENGAGEMENT 10,000

LITTLE BROTHERS FRIENDS OF THE ELDERLY
355 NORTH ASHLAND AVENUE
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 5,000

LOOKINGGLASS THEATRE COMPANY
3320 W FOSTER AVE 102
CHICAGO,IL60625 		NONE PC COMMUNITY ENGAGEMENT 10,000

LOYOLA ACADEMY
1100 LARAMIE AVENUE
WILMETTE,IL60091 		NONE PC SCHOLARSHIPS 10,000

LOYOLA UNIVERSITY OF CHICAGO
WATER TOWER CAMPUS 820 N MICHIGAN
AVE SUITE 1512
CHICAGO,IL60611 		NONE PC STARS PROGRAM 20,000

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

MARWEN FOUNDATION
833 NORTH ORLEANS ST
CHICAGO,IL60610 		NONE PC GENERAL OPERATING 10,000

MAYO FOUNDATION
200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC SURF SCHOLARSHIP 20,000

MERIT SCHOOL OF MUSIC
JOY FAITH KNAPP MUSIC CENTER 38
SOUTH PEORIA
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 10,000

METROPOLITAN FAMILY SERVICES
101 N WACKER DR 17TH FLOOR
CHICAGO,IL60606 		NONE PC CP4P PROGRAM 10,000

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

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

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

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

NEWBERRY LIBRARY
60 WEST WALTON STREET
CHICAGO,IL60610 		NONE PC TEACHER TRAINING PROGRAM 10,000

NORTH CHICAGO COMMUNITY PARTNERS
855 SKOKIE HIGHWAY SUITE E
LAKE BLUFF,IL60044 		NONE PC GENERAL OPERATING 10,000

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

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

NORTHWESTERN UNIVERSITY SETTLEMENT ASSOC
1400 W AUGUSTA BLVD
CHICAGO,IL60642 		NONE PC GENERAL OPERATING 5,000

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

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

OPENLANDS
25 E WASHINGTON ST SUITE 1650
CHICAGO,IL60602 		NONE PC TREEKEEPERS PROGRAM 10,000

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

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

PLAYMAKERS LABORATORY (BARREL OF MONKEYS)
PO BOX 408368
CHICAGO,IL60640 		NONE PC GENERAL OPERATING 10,000

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

PROJECT EXPLORATION
4511 SOUTH EVANS
CHICAGO,IL60653 		NONE PC GENERAL OPERATING 2,500

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

RESTORE
2500 KING LOUIS DR
JACKSONVILLE,FL32254 		NONE PC GENERAL OPERATING 10,000

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

RUSH UNIVERSITY
1201 W HARRISON ST
CHICAGO,IL60605 		NONE PC SCHOLARSHIPS 20,000

SCHOOL OF THE ART INSTITUTE OF CHICAGO
116 S MICHIGAN AVE 5TH FLOOR
CHICAGO,IL60603 		NONE PC SCHOLARSHIPS 20,000

SHORE COMMUNITY SERVICES INC
8350 LARAMIE AVENUE
SKOKIE,IL60077 		NONE PC GENERAL OPERATING 10,000

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

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

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

SKYART
3026 E 91ST
CHICAGO,IL60617 		NONE PC GENERAL OPERATING 2,500

SOIL BORN FARMS
2140 CHASE DR
RANCHO CORDOVA,CA95670 		NONE PC GENERAL OPERATING 10,000

STEPPENWOLF
1700 NORTH HALSTED STREET
CHICAGO,IL60614 		NONE PC COMMUNITY ENGAGEMENT 10,000

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

THE COVE SCHOOL
350 LEE ROAD
NORTHBROOK,IL60062 		NONE PC SCHOLARSHIPS 10,000

THE JOFFREY BALLET OF CHICAGO
10 EAST RANDOLPH STREET
CHICAGO,IL60601 		NONE PC COMMUNITY ENGAGEMENT 10,000

THE NIGHT MINISTRY
1735 N ASHLAND AVE STE 2000
CHICAGO,IL60622 		NONE PC GENERAL OPERATING 10,000

THE UNIVERSITY OF CHICAGO
5235 S HARPER COURT 5TH FLOOR
CHICAGO,IL60615 		NONE PC SCHOLARSHIPS 10,000

THRESHOLDS
4101 N RAVENSWOOD AVENUE
CHICAGO,IL60613 		NONE PC GENERAL OPERATING 10,000

TUESDAY'S CHILD CO GORDON TECH HIGH SCHOOL
3633 N CALIFORNIA AVENUE
CHICAGO,IL60618 		NONE PC GENERAL OPERATING 10,000

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

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

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

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

WEST POINT SCHOOL OF MUSIC
7411 S STONEY ISLAND AVE
CHICAGO,IL60649 		NONE PC GENERAL OPERATING 10,000

YMCA OF METROPOLITAN CHICAGO
1030 WEST VAN BUREN
CHICAGO,IL60607 		NONE PC YOUTH SAFETY AND VIOLENCE PREVENTION (YSVP) INITIATIVE 10,000
Total ................................. right arrow 3b 1,003,500
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 ....     14 433,871  
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 9  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,051,721  
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 2,485,601 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,485,601
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 31,000 23,250   7,750

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN 5.507 03/02/26 24 03/02/2026 5.507% CALL 01/25/2025 100.00 105,001 104,895
ATRIUM HEALTH WFUBMC 3.093 06/01/26 26 06/01/2026 3.093% CALL 03/01/2026 10 58,415 58,402
BON SECOURS HLTH 3.555 08/01/27 27 08/01/2027 3.555% CALL 05/01/2027 100.00 114,415 114,699
BRANDYWINEGLOBAL ALTERNATIVE CREDIT I 81,115 72,155
CALAMOS MARKET NEUTRAL INCOME I 48,250 54,336
CAMELOT EVENT DRIVEN INSTITUTIONAL 72,399 71,867
CHILDREN S HLTH 3.383 08/15/27 27 08/15/2027 3.383% CALL 05/15/2027 100.00 57,846 57,675
COMMONSPIRIT HEA 5.205 12/01/31 31 12/01/2031 5.205% CALL 06/01/2031 100.00 44,956 44,766
COMMONSPIRIT HEA 6.073 11/01/27 27 11/01/2027 6.073% CALL 08/01/2027 100.00 102,734 103,061
DUKE ENERGY CARO 6.050 04/15/38 04/15/2038 6.050% 32,811 31,707
EATON VANCE GLBL MACRO ABS RET ADVTG I 84,449 93,058
FEDERAL FARM 3.300 03/23/32 23 03/23/2032 3.300% CALL 01/23/2025 100.00 62,777 63,246
FEDERAL FARM 5.950 08/11/33 25 08/11/2033 5.950% CALL 08/11/2025 100.00 101,178 100,513
NOVANT HLTH 2.637 11/01/36 36 11/01/2036 2.637% CALL 08/01/2036 100.00 15,461 15,318
PERSIMMON LONG/SHORT I 137,808 210,479
PIMCO TRENDS MANAGED FUTURES STRAT INSTL 46,042 49,600
PREMER HALTH 2.911 11/15/26 26 11/15/2026 2.911% CALL 05/15/2026 100.00 50,438 52,602
SALES TAX SECURITIZATION CORP 4.847 01/01/31 01/01/2031 4.847% 64,622 64,492
STANDPOINT MULTI-ASSET INSTITUTIONAL 108,152 113,912
SUTTER HLTH 5.164 08/15/33 33 08/15/2033 5.164% CALL 02/15/2033 100.00 146,250 142,930
TEVA PHARMA III 3.150 10/01/26 10/01/2026 3.150% 38,328 38,400

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC 54,614 60,026
ABBOTT LABORATORIES 39,644 47,506
ABBVIE INC 128,546 134,874
ABERCROMBIE & FITCH CO 24,718 27,054
ACADEMY SPORTS & OUTDOORS INC 16,055 17,201
ACCENTURE PLC CLASS A 30,108 28,847
ADDUS HOMECARE CORP 25,091 33,343
ADOBE INC 31,555 26,236
ADYEN NV 37,883 46,003
ALAMO GROUP INC 13,546 21,008
ALLEGION PLC 13,244 16,466
ALLISON TRANSMISSION HOLDINGS INC 31,123 28,096
ALPHABET INC A 146,293 234,921
ALPHABET INC CLASS C 127,750 135,974
AMAZON.COM 170,274 258,880
AMAZON.COM 78,014 88,634
AMERICAN EXPRESS CO 36,977 64,997
AMERIS BANCORP 5,750 8,259
AMGEN INC 45,632 40,920
AMN HEALTHCARE SERVICES INC 5,446 3,564
AMPHASTAR PHARMACEUTICALS INC DEL COM 17,242 25,323
AON PLC 65,402 85,121
APPLE HOSPITALITY REIT, INC 10,987 11,021
APPLE INC 462,280 508,603
APPLIED MATERIALS INC 21,781 25,045
APPLOVIN CORP 24,560 28,173
APPLOVIN CORP 70,617 181,021
ARCH CAPITAL GROUP LTD 39,992 55,410
ARISTA NETWORKS INC 48,545 53,939
ARM HOLDINGS PLC 19,043 31,704
ARTHUR J. GALLAGHER & CO 16,828 20,153
ASGN INC 6,231 14,835
ASM INTERNATIONAL NV 20,642 36,426
ASML HOLDING NV ADR 11,109 45,050
ASTERA LABS INC 75,241 148,476
ASTRAZENECA PLC 95,251 91,400
AT&T INC 33,513 34,428
ATLASSIAN CORPORATION PLC 26,279 45,755
AUTONATION INC 28,520 31,420
AUTOZONE INC 36,553 44,828
AVISTA CORP COM 8,181 6,777
AXOS FINANCIAL INC 27,300 25,775
BAE SYSTEMS PLC 42,615 48,129
BELDEN INC NEW COM 26,195 31,080
BLACKLINE INC 27,906 30,319
BLACKROCK EVENT DRIVEN EQUITY INSTL 80,210 88,296
BLACKROCK INC 24,474 23,578
BLUE OWL CAPITAL CL A ORD 37,026 48,381
BOOKING HOLDINGS INC 11,857 19,874
BOSTON BEER CO INC 8,012 6,300
BROADCOM INC 95,954 128,439
BROADCOM INC 34,017 49,150
BRUNSWICK CORP 10,374 10,349
BUILDERS FIRSTSOURCE INC 23,786 19,581
CACI INTERNATIONAL INC 8,868 13,334
CADENCE DESIGN SYSTEMS INC 32,998 59,191
CANADIAN NATURAL RESOURCES LTD 64,055 59,703
CANADIAN PACIFIC RAILWAY LTD 17,079 50,876
CATALYST PHARMACEUTICALS INC 31,555 29,427
CAVA GROUP INC 44,394 51,211
CENCORA, INC. 47,708 55,496
CENOVUS ENERGY INC 42,426 33,148
CENTERPOINT ENERGY INC 33,394 38,044
CHAMPIONX CORP 7,588 9,680
CHART INDUSTRIES INC 11,936 18,702
CHUBB CORP 16,676 21,551
CIGNA CORP 34,208 29,547
COCA-COLA EUROPEAN PARTNERS PLC 18,365 24,195
COMFORT SYSTEMS USA INC 7,069 41,134
COMPASS GROUP PLC AMERICAN DEPOSITARY SHARES 35,453 42,223
CONOCOPHILLIPS 55,814 45,222
CORPAY INC 41,692 53,132
COSTCO WHOLESALE CORP 98,935 96,208
COSTCO WHOLESALE CORP 23,089 26,572
COUPANG CL A ORD 49,934 50,070
CREDO TECHNOLOGY GROUP HOLDI 19,945 49,870
CRH PLC 34,703 53,477
CURTISS-WRIGHT CORP 8,284 21,292
DEERE & CO 22,795 24,575
DELL INC 32,038 40,795
DELTA AIR LINES INC 21,239 22,143
DELUXE CORP 13,525 8,313
DIAMONDBACK ENERGY INC 60,468 54,228
DISCOVER FINANCIAL SERVICES 44,259 56,646
DUOLINGO CL A ORD 21,272 38,908
E.L.F. BEAUTY INC 24,108 26,868
ELI LILLY AND CO 114,896 108,852
EMCOR GROUP INC 11,138 33,589
EMERSON ELECTRIC CO 25,167 28,504
ENERSYS 14,671 18,209
ENSIGN GROUP INC 21,409 24,048
ENTERPRISE FINANCIAL SERVICES CORP 1,394 2,594
ENVISTA HLDGS CORP COM 12,539 10,687
EVERCORE INC 3,295 22,452
EXLSERVICE HOLDINGS INC 15,351 37,324
EXPERIAN PLC 13,572 34,099
F N B CORP PA COM 2,948 5,469
FAIR ISAAC CORPORATION 49,635 41,810
FEDERAL AGRICULTURAL MORTGAGE CORP 8,250 10,241
FERGUSON PLC 27,830 35,061
FERRARI NV 26,666 73,497
FIDELITY NATIONAL INFORMATION SERVICES INC 48,477 54,277
FIRSTENERGY CORP 34,997 37,155
FISERV INC 44,053 42,317
FLEX LTD 31,845 41,461
FLYWIRE ORD 23,011 24,806
FORTIVE CORP COM 30,631 30,750
FOX FACTORY HOLDING CORP 16,689 12,138
FTI CONSULTING INC 16,146 22,553
GENERAL DYNAMICS CORP 30,147 32,673
GENERAL ELECTRIC CO 18,174 17,179
GOLDMAN SACHS GROUP INC 63,661 74,441
GREEN BRICK PARTNERS INC 24,602 25,082
GRID DYNAMICS HOLDINGS CL A ORD 31,854 35,962
HANCOCK WHITNEY CORP 9,170 11,272
HEALTHCARE REALTY TRUST INC 17,934 15,764
HEALTHEQUITY INC 20,922 29,649
HELEN OF TROY LTD 6,650 4,607
HEWLETT PACKARD ENTERPRISE CO 12,421 12,597
HOLOGIC INC 24,981 23,213
HOME BANCSHARES INC COM 20,756 28,555
HOME DEPOT INC 29,674 32,675
HONEYWELL INTERNATIONAL INC 68,877 75,673
HUMANA INC 7,363 7,358
HUNTINGTON BANCSHARES INC 36,079 45,458
HURON CONSULTING GROUP INC 28,065 34,544
ICICI BANK LTD 34,817 47,866
ICON PLC 40,417 56,412
INDEPENDENT BANK CORP (IONIA MI) 16,237 18,913
INFORMATICA INC - CLASS A 10,567 10,839
INGEVITY CORP COM 17,022 14,792
INMODE LTD 24,281 10,605
INNOSPEC INC 6,172 13,647
INTEGRAL AD SCIENCE HOLDING CORP 22,062 14,104
INTERCONTINENTAL EXCHANGE INC 16,760 22,352
INTUIT INC 12,481 20,741
INTUITIVE SURGICAL INC 33,926 40,713
JACOBS ENGINEERING GROUP INC 27,767 32,603
JAMF HOLDING CORP 35,503 29,702
JEFFERIES FINL GROUP INC 26,754 27,440
JOHN B SANFILIPPO & SON INC 12,257 10,192
JOHNSON & JOHNSON 7,096 7,086
JONES LANG LASALLE INC 3,523 8,607
JPMORGAN CHASE & CO 51,508 138,792
KBR INC 22,352 20,160
KENVUE ORD 35,148 35,633
KEYSIGHT TECHNOLOGIES INC 22,793 24,095
KINROSS GOLD CORPORATION 20,673 22,535
KINSALE CAP GROUP INC COM 11,364 31,164
KLA CORP 49,269 47,889
KNIGHT SWIFT TRANSN HLDGS INC 18,379 22,754
LANTHEUS HOLDINGS INC 28,490 30,774
LEIDOS HOLDINGS INC 53,651 54,887
LENNAR CORP 34,734 29,592
LENNOX INTERNATIONAL INC 19,283 18,888
LEXINGTON REALTY TRUST 14,827 13,073
LINDE PLC 37,326 47,310
LPL FINANCIAL HOLDINGS INC 43,307 56,160
MARATHON PETROLEUM CORP 44,492 41,153
MASCO CORP 13,059 18,070
MASTEC INC 30,808 29,679
MASTERCARD INC 89,148 89,517
MATADOR RESOURCES CO 17,437 19,016
MATIV HOLDINGS INC COM 12,780 6,453
MAXIMUS INC 18,875 18,961
MCGRATH RENTCORP 3,764 5,256
MCKESSON CORP 51,542 61,550
MEDPACE HLDGS INCCOM 4,921 26,246
MEDTRONIC PLC 7,145 7,029
MEITUAN DIANPING 66,142 54,062
MERCADOLIBRE INC 26,924 34,009
MERIT MEDICAL SYSTEMS INC 19,050 25,921
META PLATFORMS, INC. 243,660 245,328
META PLATFORMS, INC. 91,038 105,392
MGM RESORTS INTL COM 18,868 17,706
MICROCHIP TECHNOLOGY INC 46,152 32,403
MICRON TECHNOLOGY INC 39,509 43,427
MICROSOFT CORP 343,423 434,145
MICROSOFT CORP 67,924 66,176
MITSUBISHI HEAVY INDS ADR 44,101 53,386
MONDAYCOM ORD 38,434 41,908
MORGAN STANLEY 15,230 50,791
NETFLIX INC 35,063 37,435
NEXTERA ENERGY INC 24,065 23,873
NICE LTD 20,799 20,551
NMI HOLDINGS INC 31,981 49,773
NORFOLK SOUTHERN CORP 50,317 45,532
NOVO NORDISK A/S ADR 48,839 81,719
NU HOLDINGS LTD 32,818 30,769
NUTANIX INC COM 21,041 17,803
NVIDIA CORP 235,725 491,635
NVIDIA CORP 114,833 147,048
NXP SEMICONDUCTORS NV 19,204 17,667
OAKTREE ACQUISITION CORP 20,527 32,716
OKTA INC CL A 12,287 12,293
OLD NATIONAL BANCORP 5,306 6,729
OLD SECOND BANCORP INC 15,388 17,798
OLLIE S BARGAIN OUTLET HOLDINGS INC 10,095 15,143
OMNICOM GROUP INC 24,811 28,135
ORACLE CORP 52,013 80,154
PAGERDUTY INC 23,821 19,885
PALANTIR TECHNOLOGIES INC 22,888 28,588
PALANTIR TECHNOLOGIES INC 44,299 77,899
PALO ALTO NETWORKS INC 15,164 14,193
PALOMAR HOLDINGS INC 23,136 41,497
PAYLOCITY HOLDING CORP 20,763 24,734
PEGASYSTEMS INC 21,897 22,461
PHILIP MORRIS INTERNATIONAL INC 56,034 72,330
PHILLIPS 66 19,467 17,203
PIEDMONT OFFICE REALTY TRUST INC 11,176 6,131
PINTEREST INC 12,680 12,354
PPL CORP 35,160 32,979
PROG HOLDINGS INC 12,963 16,989
PROGRESS SOFTWARE CORP 9,788 14,854
PROGRESSIVE CORP 13,833 17,012
PROSPERITY BANCSHARES INC 21,443 21,249
PULTEGROUP INC COM 15,596 13,286
PVH CORP 10,882 11,210
Q2 HOLDINGS INC 20,498 41,065
QUALCOMM INC 31,564 30,110
QUALYS INC 22,389 26,361
QUEST DIAGNOSTIC INC 38,711 36,508
RAMBUS INC 26,208 24,950
REGAL BELOIT CORP 10,100 15,358
REMITLY GLOBAL INC 32,519 34,194
ROBERT HALF INTERNATIONAL INC 20,193 21,138
ROBINHOOD MARKETS INC 25,977 29,994
ROLLS-ROYCE HOLDINGS PLC ADR 64,699 63,481
SABRA HEALTH CARE REIT INC 3,971 5,871
SAFRAN SA 60,846 73,194
SALESFORCE.COM INC 80,876 79,571
SANOFI SA ADR 1,789 1,785
SAP SE ADR 55,594 55,643
SCHLUMBERGER LTD 59,652 42,787
SCHNEIDER ELECTRIC SE 28,360 47,555
SCHWAB S&P 500 INDEX 1,182,972 3,269,951
SEA LTD 41,665 65,145
SELECTIVE INSURANCE GROUP INC 2,969 7,482
SEMRUSH HOLDINGS INC 28,539 25,435
SERVICENOW INC 49,974 58,307
SIEMENS ENERGY ADR 48,462 56,013
SKECHERS USA INC 14,226 15,600
SLM CORP 8,389 25,263
SMURFIT WESTROCK ORD 32,367 36,786
SNOWFLAKE INC 9,478 11,272
SNOWFLAKE INC 92,107 98,822
SOLARIS OILFIELD INFRASTRUCTURE INC 11,015 31,198
SOUTH ST CORP COM 3,154 3,979
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 112,364 112,185
SPOTIFY TECHNOLOGY SA 66,467 87,686
SPROUTS FARMERS MARKET INC 9,990 37,613
SPS COMMERCE INC 16,533 24,471
SQUARE INC A 18,933 18,698
SS&C TECHNOLOGIES HOLDINGS INC 16,342 16,444
STAG INDUSTRIAL INC 8,879 12,175
STATE STREET CORPORATION 31,166 31,310
STERIS PLC 24,685 43,784
STERLING CONSTRUCTION CO INC 5,132 38,744
STRIDE INC 22,394 38,142
STRYKER CORP 19,911 18,363
SYNNEX CORP 15,219 15,129
SYSCO CORP 69,838 69,196
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 72,385 100,918
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 48,343 46,805
TECK RESOURCES LTD 35,480 33,356
TEMPUS AI INC 76,698 53,138
TENABLE HLDGS INC 20,484 19,651
TENET HEALTHCARE CORP 34,278 26,508
TESLA INC 92,712 113,479
TEXAS ROADHOUSE INC 17,276 33,380
THE SIMPLY GOOD FOODS CO 20,763 23,310
THE TRADE DESK INC COM CL A 40,051 46,777
TJX COMPANIES INC 33,868 33,706
T-MOBILE US INC 22,528 34,655
TOPBUILD CORP 14,811 20,548
TRANSMEDICS GROUP INC 27,098 13,592
TRIMBLE INC 11,641 13,425
TSS INC 20,723 26,353
UBER TECHNOLOGIES INC 40,943 39,811
UBS GROUP AG 41,422 41,205
UNITED AIRLINES HOLDINGS INC 30,931 36,315
UNITED RENTALS INC 15,417 24,655
UNITEDHEALTH GROUP INC 77,099 74,867
UNIVERSAL HEALTH SERVICES INC CLASS B 29,159 25,657
US FOODS HLDG CORP COM 54,391 75,285
VALVOLINE INC 14,175 18,162
VEEVA SYSTEMS INC 37,663 35,953
VERRA MOBILITY CORP 28,550 31,241
VEEVA SYSTEMS INC 24,953 22,608
VERTIV HOLDINGS CO 70,180 89,752
VISA INC 46,115 66,684
VITAL FARMS INC 31,390 33,959
WALMART INC 30,509 32,165
WALT DISNEY CO 25,832 25,499
WASTE CONNECTIONS INC 26,152 33,973
WEATHERFORD INTERNATIONAL PLC 23,666 17,406
WELLS FARGO & CO 26,845 45,305
WESCO INTERNATIONAL INC 15,251 19,182
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 22,405 40,572
WORLD KINECT CORP 8,767 11,389

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
US Government Securities - End of Year Book Value:

999,931
US Government Securities - End of Year Fair Market Value:

1,037,214
State & Local Government Securities - End of Year Book Value:


4,276,622
State & Local Government Securities - End of Year Fair Market Value:


4,284,664


TY 2024 OtherAssetsSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PURCHASED INTEREST 4,380 5,007 5,007
DIVIDEND RECEIVABLE 427 571 571


TY 2024 OtherExpensesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 3,130 0   3,130
INSURANCE 35,453 8,863   26,590
MISC OFFICE EXPENSES 31,460 5,115   26,345
REPAIRS AND MAINTENANCE 5,230 1,308   3,922


TY 2024 OtherIncomeSchedule2
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISC INCOME 9 9 9


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  0 0   0
INVESTMENT MANAGEMENT FEES 137,632 137,632   0
GRANT MAKING STRATEGY CONSULTANT 43,500 0   43,500


TY 2024 TaxesSchedule
Name:
THE SIRAGUSA FAMILY FOUNDATION
EIN:
36-3100492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 42,000 0   0
FOREIGN TAXES 6,885 6,885   0
MISCELLANEOUS TAX 15 0   15
PAYROLL TAX 21,188 5,297   15,891