2024-09-01T10:30:52-05:00 2023-12-31 390758449 WIPFLI LLP 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990PF 2023-01-01 814009868 CAGAN FOUNDATION CAGA 8473248922 3856 OAKTON STREET SKOKIE IL 60076 JEFFREY CAGAN PRESIDENT 8473248922 2024-08-30 1 1 KARYN A NUNN P00958489 3148622070 2024-08-30 2023 2024-08-08 14:25:15Z X 2245241 X 760000 35848 35848 5004 266324 5004 800852 40852 0 0 0 10510 10510 0 1000 985 0 110 0 0 11620 11495 0 180600 180600 192220 11495 180600 608632 29357 16259 41811 41811 1383593 1974962 2203430 1399852 2016773 2245241 5000 0 5000 X 1399852 2011773 1399852 2011773 1399852 2016773 1399852 608632 3289 2011773 0 2011773 PUBLICLY TRADED SECURITIES - ST P 37122 36498 624 624 PUBLICLY TRADED SECURITIES - LT P 229202 224822 4380 4380 5004 408 0 408 0 408 0 0 500 0 500 0 92 92 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A THE FOUNDATION 8473248922 3856 OAKTON STREET SKOKIE IL 60076 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY CAGAN 3856 OAKTON STREET SKOKIE IL 60076 PRESIDENT 0.10 0 0 0 SANDRA CAGAN 3856 OAKTON STREET SKOKIE IL 60076 SECRETARY 0.10 0 0 0 JOSEPH GOTTESMAN 3856 OAKTON STREET SKOKIE IL 60076 TREASURER 0.10 0 0 0 NONE 0 NONE 0 CAGAN FOUNDATION IS A GRANT MAKING FOUNDATION FORMED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES, INCLUDING SUPPORTING PROGRAMS OF PUBLIC CHARITIES THAT QUALIFY UNDER THE IRS CODE SECTION 501(C)(3) AS A GRANT MAKING FOUNDATION. THE FOUNDATION MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS THAT ADDRESS THE FOLLOWING AREAS OF INTEREST: DISEASES AND THEIR CURES, DISABILITY, ELDERLY, FAITH BASED ORGANIZATIONS, IN PARTICULAR JEWISH FAITH, HEALTHCARE, AND PET RESCUE. 180600 0 1517028 60488 0 1577516 0 0 1577516 23663 1553853 77693 77693 408 408 77285 0 77285 0 77285 180600 0 180600 77285 0 0 31492 31492 180600 0 0 0 77285 103315 0 0 134807 0 0 0 0 0 0 0 134807 31492 103315 JEFFREY CAGAN SANDRA CAGAN JEFFREY CAGAN 3856 OAKTON STREET SKOKIE IL 60076 8473248922 JEFF@CAGAN.COM GRANTING APPLICATION ALONG WITH A STATEMENT SUMMARIZING THE PURPOSE OF THE REQUEST, THE AMOUNT OF FUNDS, AND HOW THE FUNDS WILL BE USED. ALSO, GRANTEES SHOULD SUBMIT A COPY OF THE IRS DETERMINATION LETTER, FORM 1023 APPLICATION, LAST TWO YEARS FORM 990, ANNUAL FINANCIAL STATEMENTS PREPARED BY AN INDEPENDENT CPA (IF AVAILABLE), MOST CURRENT INTERNALLY PREPARED FINANCIAL STATEMENTS, ANNUAL BUDGET FOR CURRENT YEAR AND BUDGET AS REQUESTED IN THE APPLICATION. APPLICATIONS ARE ACCEPTED YEAR ROUND. THE FOUNDATION MAY MAKE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS THAT ADDRESS THE FOLLOWING AREAS OF INTEREST: DISEASES AND THEIR CURES, DISABILITY, ELDERLY, FAITH BASED ORGANIZATIONS - IN PARTICULAR JEWISH FAITH, HEALTHCARE, AND PET RESCUE. CHABAD AT THE BEACHES 521 SR-A1A N PONTE VEDRA BEACH FL 32082 PC GENERAL OPERATING PURPOSES 10000 CHICAGO CENTER FOR TORAH AND CHESED 6557 LINCOLN AVE LINCOLNWOOD IL 60712 PC GENERAL OPERATING PURPOSES 17000 CHICAGO MITZVAH CAMPAIGN 2757 WEST PRATT BLVD CHICAGO IL 60645 PC GENERAL OPERATING PURPOSES 10000 CONGREGATION BHH KESSER MAARIV AL 4341 W GOLF SKOKIE IL 60076 PC GENERAL OPERATING PURPOSES 10000 CONGREGATION OR TORAH - SKOKIE 3800 DEMPSTER ST SKOKIE IL 60076 PC GENERAL OPERATING PURPOSES 5000 CHABAD OF PENSACOLA 919 NORTH 12TH AVE PENSACOLA FL 32501 PC GENERAL OPERATING PURPOSES 3600 MIDWEST REFUAH HEALTH CENTER 6374 N LINCOLN AVE CHICAGO IL 60659 PC GENERAL OPERATING PURPOSES 125000 180600 0 14 35848 18 5004 0 40852 0 40852 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY AND SANDRA CAGAN 3856 OAKTON STREET SKOKIE IL 60076 750000 X 2 JOSEPH GOTTESMAN 3856 OAKTON STREET SKOKIE IL 60076 10000 X EQUITIES AT COST 1412423 1668574 FIXED INCOME AT COST 562539 534856 MISCELLANEOUS FEES 110 0 0 COST BASIS ADJUSTMENT 3289 INVESTMENT FEES 10510 10510 0 INVESTMENT INCOME EXCISE TAX 15 0 0 FOREIGN TAX PAID 985 985 0