2024-11-12T14:02:29-06:00 2023-12-31 363858249 Stern Cassello & Associates LLP 1 North LaSalle Street Suite 2015 Chicago IL 60602 990PF 2023-01-01 841559444 The Caruso Foundation dba Caruso Entrepreneurship Initiative CARU 3037172133 3333 23rd Street Boulder CO 80304 Daniel P Caruso President 3036529181 2024-10-27 1 0 Salvatore Cassello P00407007 3122639100 2024-10-27 X 2023 2024-10-15 13:58:12Z X 45586491 X X 388686 388686 122708 426757 122708 2061069 2077811 2572463 2589205 0 0 0 20660 0 0 2745 2745 0 298303 298303 0 321708 301048 0 1726200 1726200 2047908 301048 1726200 524555 2288157 178775 180504 180504 38366161 39167667 45404830 2667 1157 1157 38547603 39349328 45586491 216784 530637 216784 530637 X 38330819 38818691 38330819 38818691 38547603 39349328 38330819 524555 18432 38873806 55115 38818691 CC-Tiger Global LP P 114 114 114 CC-Tiger Global LP P 3600 3600 3600 CC-Tiger Global LP P 21056 21056 21056 CC-Tiger Global LP P 669 669 669 Charlesbank Executives Credit Opp Fund III LP P 119118 119118 119118 Charlesbank Executives Credit Opp Fund III LP P 13917 13917 13917 Charlesbank Executives Credit Opp Fund III LP P 384 384 384 Endeavor Catalyst II LP P 5828 5828 5828 Endeavor Catalyst III LP P 10384 -10384 -10384 Fidelity - Apple Inc. P 110177 110177 110177 Fidelity - Fidelity High Yield Factor ETF, FDHY P 46843 -46843 -46843 Fidelity - Healthcare Select Sector SPDR XLV P 6536 -6536 -6536 Fidelity - Industrial Select Sector SPDR Fund P 10036 -10036 -10036 Fidelity - Invesco Actively Mngdetc Fund P 53418 -53418 -53418 Fidelity - Select Sector SPDR TR Indl P 73709 73709 73709 Fidelity - Vanguard Scottsdale Funds P 98289 -98289 -98289 Fidelity - Vanguard Whitehall Funds P 18515 -18515 -18515 GG Leagues P 2023-12-31 50000 -50000 -50000 Lapis Municipal Opp Fund V LP P 21 21 21 Maroon Peaks PEF III P 50300 50300 50300 Maroon Peaks PEF III P 206 206 206 Maroon Peaks PEF IV P 1447 1447 1447 Maroon Peaks PEF IV P 20875 20875 20875 Maroon Peaks PEF IV P 2 -2 -2 Maroon Peaks PEF IV P 170 -170 -170 Maroon Peaks PEF V P 6 6 6 Maroon Peaks PEF V P 423 -423 -423 Maroon Peaks PEF V P 152 152 152 Maroon Peaks PEF V P 8894 -8894 -8894 Maroon Peaks PEF VIII P 10 -10 -10 Maroon Peaks PEF VIII P 3023 3023 3023 Maroon Peaks PEF VIII P 448 -448 -448 Maroon Peaks PEF VIII P 2155 2155 2155 Maroon Peaks PEF VIII P 52 -52 -52 Maroon Peaks PEF VIII P 29 -29 -29 122708 31805 0 31805 0 31805 17083 0 30000 0 47083 X 0 15278 15278 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 0 0 0 0 0 1 N/A Cody Moore 8144410049 3333 23rd Street Boulder CO 80304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Daniel P Caruso 3333 23rd St Boulder CO 80304 President 0.00 0 0 0 NONE 0 NONE 0 0 4033397 285013 44516864 48835274 0 0 48835274 732529 48102745 2405137 2405137 31805 31805 2373332 0 2373332 0 2373332 1726200 0 1726200 2373332 491427 0 0 1726200 491427 0 0 1234773 0 0 0 0 0 0 0 0 1138559 0 0 0 X 5430 Foundation 16217 Kittridge Street Van Nuys CA 91406 None PC Program Funding 17000 Access Opportunity 1871 Folsam Street Suite 110 Boulder CO 80302 None PC Program Funding 40000 Advance EDU 3141 Walnut St Suite 101 Denver CO 80205 None PC Program Funding 20000 Boco Flamenco 777 Willowbrook Rd Boulder CO 80302 None PC Program Funding 2000 Boulder Cancer Fighters 4373 Peach Court Boulder CO 80301 None PC Program Funding 15000 Boulder Community Health Foundation 4860 Riverbend Rd Boulder CO 80301 None PC Program Funding 10000 Boys Town 14100 Crawford Street Boys Town NE 68010 None PC Program Funding 500 Breakthrough Alliance of Colorado 1644 Platte Street Suite 400 Denver CO 80202 None PC Program Funding 25000 Camp Kesem 440 N Barranca Ave 2273 Covina CA 91723 None PC Program Funding 3500 City of Boulder (Police Canine Program) 5600 Flatiron Parkway Boulder CO 80301 None PC Program Funding 50000 CiviCo 250 Fillmore Street Suite 225 Denver CO 80206 None PC Program Funding 200000 Colorado Thrives 3121 Quitman Street Denver CO 80212 None PC Program Funding 50000 Dairy Arts Center 2590 Walnut St Boulder CO 80302 None PC Program Funding 25000 Denver Civic Ventures 1515 Arapahoe St Tower 3 Suite 100 Denver CO 80202 None PC Program Funding 5000 El Dorado Foundation Inc 14605 N 73rd St Scottsdale AZ 85260 None PC Program Funding 10000 Engineers without Borders 1031 33rd Street Denver CO 80205 None PC Program Funding 3000 Evans Scholars Foundation 2501 Patriot Boulevard Glenview IL 60026 None PC Program Funding 10000 Feherty's Troops First Foundation 12788 Barnett Drive Mount Airy MD 21771 None PC Program Funding 25000 Glider 940 Pearl St Boulder CO 80302 None PC Program Funding 10000 Greenhouse Scholars 1881 9th Street Suite 200 Boulder CO 80302 None PC Program Funding 100450 Growing Gardens of Boulder 1630 Hawthorn Ave Boulder CO 80304 None PC Program Funding 10000 Jazz at Aspen Snowmass 110 E Hallam St Suite 104 Aspen CO 81611 None PC Program Funding 3000 Lightways 250 Water Stone Circle Joliet IL 60431 None PC Program Funding 250 Make a Wish - Illinois 200 W Monroe St Suite 1801 Chicago IL 60606 None PC Program Funding 500 Minooka Community High School 301 S Wabena Ave Minooka IL 60447 None PC Program Funding 500 National Center for Women & Information Technology 1909 26th Street 2nd Floor Boulder CO 80302 None PC Program Funding 50000 North Boulder Little League PO Box 1827 Boulder CO 80306 None PC Program Funding 10000 Rocky Mountain Adventist Healthcare Foundation 950 E Harvard Ave Suite 230 Denver CO 80210 None PC Program Funding 25000 Ronald McDonald House Charity 110 N Carpenter St Chicago IL 60607 None PC Program Funding 200 Shelter Inc 1616 Arlington Heights Road Arlington Heights IL 60004 None PC Program Funding 4000 Soaring Heights PK-8 PTO 3280 County Road 5 Erie CO 80516 None PC Program Funding 300 St Jude Reseach Hospital 262 Danny Thomas Place Memphis TN 38105 None PC Program Funding 1000 Tennyson Center for Children 2950 Tennyson St Denver CO 80212 None PC Program Funding 10000 Unite America Institute 1580 Lincoln Street Suite 520 Denver CO 80203 None PC Program Funding 20000 University of Chicago Booth School of Business 5807 S Woodlawn Ave Chicago IL 60637 None PC Program Funding 275000 University of Colorado Foundation 1800 Grant Street Denver CO 80203 None PC Program Funding 470000 University of Illinois 506 S Wright Street Urbana IL 61801 None PC Program Funding 225000 1726200 0 900001 182982 14 205704 900001 133167 18 -10459 CC-Tiger Global LP -173 14 2668 Charlesbank Executives Credit Opp Fund III LP 293 14 11 Endeavor Catalyst II LP 14 1830 Endeavor Catalyst III LP 14 -14 III Credit Opportunities Fund Ltd. 14 2035408 Lapis Municipal Opp Fund V LP 14 6 Maroon PEF III LP 14 2860 Maroon PEF IV LP -191 14 21415 Maroon PEF V LP 1434 14 5351 Maroon PEF VIII LP -17383 14 8266 The Kitchen Cafe LLC -722 14 10 299407 2273056 0 2572463 0 0 0 0 0 0 0 0 0 0 Accounting 20660 0 0 Colorado does not require or accept copies of Form 990-PF. Mission Statement Mission Statement: To inspire entrepreneurship, advance knowledge, and empower those in our communities to live healthier lives. Initiatives: The Caruso Foundation's primary charitable initiative is to promote and grow the entrepreneurial community which will provide positive social and economic impacts to our society. This initiative includes promoting the growth of business startups, educating entrepreneurs, and supporting provocative and innovative endeavors that build the associated infrastructure for sustained growth in our communities, both in terms of breakthrough ideas and human progress. As part of our other charitable goals, we support organizations that promote healthy living through natural and organic foods and sustainable agriculture and seek ways to provide women, minorities and underserved populations with equal opportunities and access to education, leadership positions and other resources. The Caruso Foundation was created by Dan and Cindy Caruso, building multi-generational support to organizations focused on entrepreneurship and improving the health and knowledge of individuals worldwide. AMOpportunities AT COST 25000 25000 Arryved Inc. AT COST 39357 39357 Arryved Inc. Seed 2 AT COST 150000 150000 Arryved Inc. Series A AT COST 250000 250000 Black Currant AT COST 50000 50000 Caruso Ventures 360VUZ SPV AT COST 437500 437500 Caruso Ventures Agile Space SPV AT COST 300000 300000 Caruso Ventures ALLCITY SPV AT COST 500000 500000 Caruso Ventures BillGO SPV AT COST 125000 125000 Caruso Ventures Boom Supersonic SPV AT COST 700000 700000 Caruso Ventures Canopy Aerospace SPV AT COST 60000 60000 Caruso Ventures Exum SPV AT COST 124999 124999 Caruso Ventures Firefly SPV AT COST 375000 375000 Caruso Ventures Five to Nine SPV AT COST 150000 150000 Caruso Ventures Guest House SPV AT COST 400000 400000 Caruso Ventures Language IO SPV AT COST 300000 300000 Caruso Ventures Mindful Care AT COST 168750 168750 Caruso Ventures Outside SPV II AT COST 261880 261880 Caruso Ventures Radia SPV I AT COST 375000 375000 Caruso Ventures Radia SPV II AT COST 187484 187484 Caruso Ventures Sweepsouth SPV AT COST 375000 375000 Caruso Ventures Toters SPV AT COST 125000 125000 Caruso Ventures Tovala SPV AT COST 262500 262500 CC - Tiger LP AT COST 343655 343655 Charlesbank Executives Credit Opp Fund III LP AT COST 568985 568985 Endeavor Catalyst II LP AT COST 368604 368604 Endeavor Catalyst III LP AT COST 866423 866423 Fidelity FMV 2202330 1853680 III Credit Opportunities Fund Ltd. FMV 15316525 23370708 Lapis Municipal Opp Fund V AT COST 600827 600827 Lighten Inc. AT COST 50000 50000 Loan to Pipeline Equity Inc. AT COST 100000 100000 Manifest Inc. AT COST 25000 25000 Maroon Peaks PEF III LP AT COST 494550 188545 Maroon Peaks PEF IV LP AT COST 1307823 758344 Maroon Peaks PEF V LP AT COST 1924979 1312093 Maroon Peaks PEF VIII LP AT COST 2399084 2399084 Maybell Quantum Industries Inc. AT COST 1500000 1500000 Mindful Care AT COST 224958 224958 My Art Cache AT COST 25000 25000 Pippin Title Inc. AT COST 50000 50000 reOrbital Inc. AT COST 75000 75000 Sarus Corp. AT COST 25000 25000 Secureset Fund I AT COST 65621 65621 Speeko AT COST 25000 25000 Stride Tech Medical AT COST 50000 50000 The Kitchen Cafe LLC AT COST 241251 241251 Tiger Global PIP XV Feeder LP AT COST 4499582 4499582 Vetted Pet Health Inc AT COST 50000 50000 Vitro3d Inc. AT COST 25000 25000 Dividend Receivable 2667 763 763 Suspense 0 394 394 Nondeductible Expenses 4961 Nondeductible Contributions 50000 Capital Adjustments 154 Bank Charges 300 300 0 CC - Tiger LP 17360 17360 0 Charlesbank Executives Credit Opp Fund III LP 122807 122807 0 Endeavor Catalyst II LP 4631 4631 0 Endeavor Catalyst III LP 18008 18008 0 Lapis Municipal Opp Fund V LP 2109 2109 0 Maroon Peaks PEF III LP 5204 5204 0 Maroon Peaks PEF IV LP 16335 16335 0 Maroon Peaks PEF V LP 21301 21301 0 Maroon Peaks PEF VIII LP 90057 90057 0 The Kitchen Cafe LLC 10 10 0 Tiger Global PIP XV Feeder LP 181 181 0 CC-Tiger Global LP 2495 2668 2495 Charlesbank Executives Credit Opp Fund III LP 304 11 304 Endeavor Catalyst II LP 1830 1830 1830 Endeavor Catalyst III LP -14 -14 -14 III Credit Opportunities Fund Ltd. 2035408 2035408 2035408 Lapis Municipal Opp Fund V LP 6 6 6 Maroon PEF III LP 2860 2860 2860 Maroon PEF IV LP 21224 21415 21224 Maroon PEF V LP 6785 5351 6785 Maroon PEF VIII LP -9117 8266 -9117 The Kitchen Cafe LLC -712 10 -712 Tax-Exempt Income 18387 QSBS Exclusion 45 Due to Daniel P. Caruso 4034 14074 Other Current Liabilities 212750 12750 Due to/from Caruso Tech Investments 0 503813 Foreign Taxes 2745 2745 0